Review – Kovai Medical Center, Natural Capsules, Dynemic Products

Reviewing the Investment Prospects of Kovai Medical Center, Natural Capsules, and Dynemic Products post their September 2024 quarter results

Turning Wood into Money

The wood-panel sector has seen strong stock performances but currently faces elevated valuations limiting returns. Century Plyboard and Stylam Industries led with high returns, while Rushil Décor’s low valuation appears misjudged. Greenlam Industries exhibit mediocre fundamentals despite some strengths. Overall, caution is advised due to high current stock prices.

Paper Stocks aren’t Boring (anymore)

A Few Companies with Differentiated Business Models led by Innovative and Enterprising Management offer Good Investment Opportunities.

Subjected to Ambiguity

Reviewing the Investment Prospects of Associated Alcohols and Dynemic Products. Conditions become favourable for sustainable earnings growth when a firm with a strong competitive position through productive capital allocation achieves superior operating profitability.

Another Futile Quest

Prospecting for New Opportunities Among Five Stocks. There is no point in being invested in an idea one is not excited about. We are in a stock market boom, all stocks are rising, so the recent better performance of a stock might be reflecting the general euphoria and thus have nothing to do with its fundamentals.

L G Balakrishnan & Bros: There is Still Value in the Stock

We decided to buy the stock of L G Balakrishnan & Bros (LGBB) when we first discussed the stock in April 2023. Its market price then - ₹745 per share - was at a significant discount to our estimated fair value of ₹1,257 per share. When we reviewed the stock again almost one year later, … Continue reading L G Balakrishnan & Bros: There is Still Value in the Stock →

Lincoln Pharma: Despite Recent Gains Odds Seem Favourable

‘HOLD’ was our decision on Lincoln Pharma when we last reviewed the stock in February 2024 as the market price then (₹690 per share) was slightly higher than our estimated fair value. Major headwinds perceived then were the persistently slow pace of earnings growth, sluggish capital allocation, and mediocre working capital management. Now six months … Continue reading Lincoln Pharma: Despite Recent Gains Odds Seem Favourable →

Control Print: Earnings Slowdown a Major Headwind

I was positive about Control Print when we last discussed it in February 2024 after its Dec. 2023 quarter results, however, I discouraged buying the stock due to its elevated price. The stock was trading at ₹968 per share then; it now trades at ₹800 per share – down 17.35 per cent in six months. … Continue reading Control Print: Earnings Slowdown a Major Headwind →

PPAP Automotive: Deteriorating Fundamentals, Dreadful Prospects

In the midst of a stock market boom, PPAP Automotive stands out with poor financial performance. Its stock price has stagnated while its competitors have thrived. The company's costs have outpaced revenue growth, leading to declining profitability. Its capital allocation and cash flow are also concerning, indicating a bleak future. It is advisable to avoid investing in this stock.

Vishnu Chemicals: Quality Stock, But Low Prospects

Briefing The stock of Vishnu Chemicals has gained at an annual rate of 80 per cent over the last five years – from ₹22 per share in July 2019 to ₹418 per share now. Meanwhile, its net worth grew at an annual rate of 29 per cent*. After remaining unchanged during the five years of … Continue reading Vishnu Chemicals: Quality Stock, But Low Prospects →