capex

[Stock idea] – Chemfab Alkalis…leading Caustic soda maker

April 8, 2023

Hello Sir,Hope you are doing well.There are so many potential investment opportunities around; however one does have to keep running various screens and put in great number of hours researching stocks.Recently, we came across Chemfab Alkalis which is a major Caustic soda maker. The numbers looked decent and we decided to dig deeper. Below, we have shared notes from the Care credit rating report on the company.Hope you find the details useful in your search of investment opportunities. Before that, a few days…

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[Stock idea] – Aarti Drugs…notes for a leading pharma API company

March 18, 2023

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…

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[Stock idea] – Ultramarine and Pigments…notes from Annual Report 22

November 20, 2022

Hello Sir,Hope you are doing well.In order to recommend the best stock ideas to our members, we keep looking for new opportunities and add them to our watch list.One such stock in our watch list is Ultramarine & Pigments Ltd.The company has 3 major business divisions – Pigments, Surfactants and ITes.Since the last 1-2 years the company has been expanding capacities and has planned further expansions in the areas of specialty chemicals, fine grade pigments, mixed metal oxides, etc.Below, we have…

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How do we identify multi-bagger stocks?

September 9, 2022

Hello Sir,Hope you are doing well.It is with great pleasure we would like to inform you that recently our Founder, Ekansh Mittal got covered in Business Today.In the same, the writer discussed about 9 multi-bagger stocks discovered by Ekansh over the last 5 years, how he goes about identifying such stocks, his change in investing style over the years and when to sell such stocks.Below, we have shared the screenshots of the article. You can also read by Clicking HEREWe hope you…

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