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5th Aug’22 – Jun’22 quarter update on LT Foods and Manappuram Finance

August 5, 2022

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8th Feb’22 – Dec’21 quarter update on Control Print, Canfin, LT Foods and National Aluminium

February 8, 2022

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30th Jul’21 – Jun’21 earnings update on Control Print and Canfin Homes

July 30, 2021

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28th May’21 – Mar’21 earnings update on Acrysil, Maithan Alloys and Manappuram Finance

May 28, 2021

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7 Aug

Ekansh Mittal

@EkanshMittal_KW

Often one gets good investment opportunity in cos. which have had major CAPEX but unable to use the same or scale up for a year or 2 for a variety of reasons Earnings collapse (higher dep, interest, OPEX, etc) in short term, markets get disappointed and valuations lucrative

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Say a stock with good history of wealth creation is⬇️ 60-70% from top In the latest qtr, co. reports YOY decline in sales and profit Mgmt. commentary is +ve for the coming qtrs Stock doesn't fall much despite bad nos. One should dig deep in such cos. for potential opportunity

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