Archives
110 / 647
Charts & Analysis
Charts: Inflation is at 2.19% Through Core Inflation Remains at 5.7%. Will They Cut Rates?
What a come down it has been for Inflation. The number that we’re seeing is 2.19%, a very low headline for what has been one of India’s biggest ...
Stocks
Outlier in Focus: A Quick View of IOL Chemicals and Pharmaceuticals
We come across a large number of interesting stocks in Capitalmind SNAP Outliers, our discovery tool for stocks with momentum. Here’s a look at IOL ...
Premium
Annual Report Review : KRBL
In our first annual report review for 2019, we look at KRBL in this post. KRBL is the leading basmati player in the country. We had covered the basmati ...
Charts & Analysis
The Diwali Impact on IIP Makes Industrial Production Numbers Look Strange In October and November
We know there’s something called the Index of Industrial Production (IIP). This collects data of actual production (not prices) of various things – ...
Stocks
Taking Stock – A Deeper Look at JM Financials
At Capitalmind, we often write posts on specific companies that we think are interesting and might make a good investment. In this post, we discuss a company ...
Premium
Premium: An Expensive Bandhan Buys An Expensive Gruh. Is the Combined Entity Attractive?
Bandhan Bank, built out of the performing Microfinance company, is now buying a small housing loan company, GRUH Finance. This is a deal that’s taken both ...
General
#Linkfest: The Bad Auditors, Taxmen Hating Refunds, Maruti Leaves Gurgaon
At Capitalmind Premium, we have a very active Slack channel where we discuss a lot of interesting topics. In there, a number of interesting links come our way. ...
Premium
Portfolio: We cut down our Cash and Buy into New Positions in Momentum Portfolio
Every first Monday of the month, we take a look at the stocks that form part of our Momentum portfolio and reshuffle the portfolio accordingly. This is the ...
Stocks
ONGC First Gets Forced To Buy HPCL and Now, To Buy Its Own Shares Back
We have some big big numbers here. This is, in fact, the summary of the borrowings of ONGC during FY17-18. In Fy16-17 they had no borrowings. In fact, during ...
Premium
Fundas: Understanding Financial Ratios – Part 3 : Valuation
In continuation to our financial ratio series, in this post we look at the valuation ratios. This is the final post in the ratio series. See: Ratios Part ...
