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Stocks
Xelpmoc: The X factor of India’s start-up ecosystem
When was the last time you heard about an IT company funding start ups from the cash flows of its core business? Yes. Info Edge. And no, we are not ...
Stocks
Is Reliance Jio Signalling A Tariff Hike?
Reliance Jio Infocomm Ltd., few days back, did what most telecom companies routinely do – announce new tariff plans. But there was something unusual about ...
General
Shaky Economy, Shiny IPOs, and a Standout Stock – Capitalmind Saturday Coffee
These are crazy times in the stock markets – there’s the drama unfolding around Adani group companies, there’s even more drama in bond ...
Sector Analysis
Mahanagar Gas: Stands out among City Gas Distributors
The city gas distribution industry is the best business to be in the entire oil and gas space. And there are reasons for it: limited regulation, low ...
Stocks
The Hidden Problem in JSW Ispat’s Offer For Sale
JSW Ispat was formerly Monnet Ispat, which went through a bankruptcy resolution. That brought its debt down and the shares continued to be listed, after a ...
IPO
Dodla Dairy IPO: Will it nourish investors?
The Dairy industry has been in an uncanny situation since last few years. The listed players are quoting at exorbitant valuations without any growth. Amidst ...
Deepak's Memos
Wealth Letter May 2021: Clutching at Straws in the Second Wave
The Covid has changed a lot of things. You can actually see how much it has changed by a few graphs that I’ll now proceed to show. But let’s look at it as ...
IPO
Sona Comstar: Largest Auto-components’ IPO is Blackstone’s payday
Sona BLW Precision Forgings Ltd.’s ₹ 5,550 crore will be the largest ever auto-component maker’s IPO in India. This will be the second-largest IPO of ...
General
Capitalmind Saturday Coffee – Karan-Arjun and Ma.
At Capitalmind we write about the rise in day trading, an upcoming IPO candidate, the latest FT saga, and an update on the momentum portfolio. On slack, we ...
IPO
Shyam Metalics and Energy IPO: Making the most of the commodities boom
After a brief lull, IPOs are back. This time it’s an integrated metal producing company – Shyam Metalics and Energy Ltd. which is looking to raise ₹ 909 ...