api

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

August 29, 2022

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

August 15, 2022

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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