US – Katalyst Wealth

[Stock notes] – Pokarna…1 of the largest Quartz surface exporters from India

January 19, 2024

Hello Sir, Hope you are doing well. You might be aware of Granite counter tops, but not sure if you are aware of Quartz surfaces. Well, Quartz surfaces are an engineered product and can be made to have any kind of design, including Natural Granite designs. Recently, we were looking at Pokarna as the stock is down around 40% from its peak price of 800 in Jan’22 and the company reported good numbers for the Sep’23 quarter. Pokarna deals in both Granite and…

[Stock notes] – Apex Frozen…is the shrimps industry bottoming out?

August 25, 2023

Hello Sir, Hope you are doing well. Recently, I was going through the con-call of Apex Frozen Foods which exports processed shrimps to US, EU, China and other markets. The demand from US, EU continues to be low as there’s still high cost inventory in such markets. However, despite the poor quarterly results, stock price seems to have stopped reacting negatively for now. In general, we like looking at companies which have done well in the past but currently going through a…

Investment tip and [Stock idea] – Apex Frozen…notes from Q3 FY 23 con call

March 3, 2023

Hello Sir,Hope you are doing well.Here’s an investment tip for you – It’s a good time to look at stocks where currently there’s demand pressure and the stocks have corrected sharply, but the company has already expanded capacity and no major CAPEX is lined up for the next few years.Remember, this investing tip is for those with investment horizon of 3-4 years or more.Coming back to the subject of this mail, today, we would like to bring to your notice Apex Frozen…

[Stock idea] – Pokarna…largest Quartz exporter from India

October 8, 2022

Hello Sir,Hope you are doing well.You might be aware of Granite counter tops, but not sure if you are aware of Quartz surfaces. Well, Quartz surfaces are an engineered product and can be made to have any kind of design, including Natural Granite designs. Recently, we were looking at Pokarna as the stock is down around 40% from its peak price of 800 in Jan’22. While the stock may/may not have bottomed out, we are intensifying our research so as to make the most…