api

[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…

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[New Stock Reco]: Pharma Company, net debt free and around 11-12 times earnings

Hello Sir,Hope you are doing well.On 30th Sep’22, we released our new stock recommendation for our Premium Members and would like to share with you details on the same.How often do you get a Globally leading Pharma company, net debt free and at around 11-12 times FY 23 (E) earnings.Not very often, right?Well, if you put in several hours of stock research on daily basis and wait for the right moment, you do get a good investment opportunity every now and then.The…

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[Stock Idea]: Asahi Songwon…leading Blue pigment maker

Hello Sir,Hope you are doing well.Don’t know about you, but we keep revisiting stocks recommended and closed by us in the past. One of them is Asahi Songwon Colors which is supposedly one of the largest manufacturers of CPC Blue crude globally. We recommended this stock way back in 2018 to our Premium Members and closed with 56% gain as the growth outlook didn’t look great.Recently, we were again looking at the company to see if any developments have happened and it seems like some progress has…

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[Stock Idea] – Aarti Drugs…notes from the Q1 FY 23 concall

Hello Sir,Hope you are doing well.Remember, in late 2020, Pharma API companies were the darling of the market. Most are down 40-50% from their highs and in downtrend. Their high margins of FY 20-21 didn’t sustain. Some of them will soon be available at reasonable valuations on long term mean margins and that will be a good time to invest.Aarti Drugs is a major player in the pharma API segment and has been a very lucky stock for us. We recommended…

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