Oct’23 – Special situation opportunity
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12th May’23 – Mar’23 quarter results update on Control Print and IOLCP
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[Stock idea] – Aarti Drugs…notes for a leading pharma API company
Hello Sir,Hope you are doing well.Remember, in late 2020, Pharma API companies were the darling of the market. Most are down 50-60% from their highs and in downtrend. Their high margins of FY 20-21 didn’t sustain.It seems like earnings may have bottomed out and some of them seem to be available at reasonable valuations from a 3-4 years investment perspective.Aarti Drugs is a major player in the pharma API segment and has been a very lucky stock for us.We have recommended…
[Stock idea] – Surya Roshni…leading lighting products seller
Hello Sir,Hope you are doing well.Indian markets have many listed companies from the Steel tubes and pipes industry and the Lighting and Consumer Durable industry. However, there must be very few companies involved in such diverse industries at the same time and Surya Roshni is one of them. Recently, we were looking at Surya Roshni as the stock is down almost 50% from its peak price of 850 in Oct’21.While Surya is more famous for its lighting products; did you know that Steel…