Category: Stock Notes

Stock Ideas, Stock Notes

Tamil Nadu Newsprint (TNPL)- Profit from Paper

Cmp- 211 Market Cap- 1460cr Company Overview TNPL has over 4 decades of experience and unedifying trust in delivering quality writing & printing paper & packaging paper products & solutions to its customers. TNPL was commissioned in 1985 with an installed capacity of 90,000 TPA of Newsprint and Fine paper. Over the years, the Unit is now equipped with state-of-the-art automation in all three modern … Continue reading Tamil Nadu Newsprint (TNPL)- Profit from Paper

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Stock Ideas, Stock Notes

Chemplast Sanmar: Monopoly Business

Market Cap: 9,750 cr Cmp: 615 Industry:  Specialty Chemicals Business Overview Largest Manufacturing Plant: Chemplast Sanmar is the leading Chemical Manufacturer in India specializing in Specialty paste PVC, S-PVC, Caustic Soda, Chloromethanes & Hydrogen Peroxide. It is the largest manufacturer in paste PVC resin & 2nd largest in S-PVC. Segment wise contribution to the revenues Paste PVC & Suspension PVC have the highest contribution to … Continue reading Chemplast Sanmar: Monopoly Business

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Kolte-Patil Developers Limited

CMP – 345 Market Cap – 2,600cr Industry – Real Estate Business Overview Kolte-Patil Developers Ltd (KPDL) is a leading real estate company with dominated presence in the Pune residential market. KPDL, incorporated in 1991, is headquartered in Pune, and 2007 was listed in the market. KPDL is a trusted name with a reputation for high-quality standards, design uniqueness, corporate governance, transparency, and timely project … Continue reading Kolte-Patil Developers Limited

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Coastal Corporation- Fishing for a multibagger

Coastal Corporation- fishing for a multibagger Cmp 304 Market Cap 325 cr Industry: Shrimp & Sea Food Initiated on Jan 10, 2022 Detailed note posted on Jan 16, 2022 Company Overview Coastal Corp (CCL) is among top ten player in Shrimp processing and distribution industry. The company is based out of Visakhapatnam is engaged in processing and exporting of extensive range of shrimp products across … Continue reading Coastal Corporation- Fishing for a multibagger

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Bharat Bijlee Ltd

Bharat Bijlee Ltd CMP – 1790 Market Cap – 1021cr Industry – Engineering and Capital Goods Industry Updated on twitter on Nov 24, 2021 Business Overview Bharat Bijlee Ltd (BBL) is a pioneer in electrical engineering in India and one of the most trusted names in the industry today. BBL was established in 1946. The Forbes Asia Best under a Billion Company Award received in … Continue reading Bharat Bijlee Ltd

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Indian Terrain Fashions Ltd

Indian Terrain Fashions Ltd CMP – 51 Market Cap – 200cr Industry – Retail Industry Updated on twitter on Nov 11, 2021 Company Overview Indian Terrain Fashion Ltd (ITFL) was started in 2009, ITFL involve in retailing readymade garments for men and boys. The apparel retail operations were commenced in 2000 under Celebrity Fashions Ltd (CFL), which was demerged into a separate company with effect … Continue reading Indian Terrain Fashions Ltd

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PSP Projects: Gati Shakti Boost

PSP Projects: Gati Shakti Boost Market Cap– 1,900 cr CMP– 530 Posted on twitter on Oct 28, 2021 Company Background PSP Projects was incorporated in 2008, is a multidisciplinary construction company offering a diversified range of construction and allied services across industrial, institutional, government, government residential and residential projects in India. They provide services across the construction value chain, ranging from planning and design to construction … Continue reading PSP Projects: Gati Shakti Boost

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Canara Bank: Don’t underestimate the power PSU

                                                                                                                              Posted on twitter on 22nd Feb 2021 Canara Bank: Don’t underestimate the power PSU Market Cap-26,300 cr CMP- 160 Industry- Banks/Financials Business Overview Most of the PSU banks seem to be on the cusp of turnaround after years of rigorous overhaul of processes, systems and practices in place. Canara Bank looks promising among the pack. In FY21, the bank bounced back into … Continue reading Canara Bank: Don’t underestimate the power PSU

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Heranba Industries Limited

Heranba Industries                                                                                                                        22/09/2021 Cmp – 810 Market Cap- 3,257 Cr Sector- Agro/ Speciality Chem Business Overview Present in entire value chain of agrochemicals with domestic market share of 19.5% inpyrethroid market. This gives company the required flexibility to switch between products basedon market demand-supply & pricing dynamics. Synthetic pyrethroid – Future molecule of agrochemicals Pyrethroids are cost-effective alternatives & less toxic compound as compared … Continue reading Heranba Industries Limited

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Nalco – Follow Up Note

Had covered Nalco earlier when the price was Rs 50 at market cap of 9450 cr Note Link : https://phoenixcapital.home.blog/2019/05/29/nalco-a-state-owned-government-gem/ NALCO Market cap- 17,200 cr CMP- 93.5 Industry Scenario & Fundamentals Current Price 2,500 USD per ton LME price. Aluminum prices are at 3 yr high. Last quarter 2,300 USD. Last year 2,000 USD. Process of Aluminum– 3 tons of bauxite required for 1 ton … Continue reading Nalco – Follow Up Note

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