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Month: October 2016

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Bond Baba: Fight Those Demons, Harvest Those Losses [Happy Diwali!]

Happy Diwali folks! The festival of lights is among us. Let the kids enjoy their crackers and have their sweets. And be safe! All of us at Capitalmind wish you ...

Strides Arcolab Doubles Its Profits, Settles Regulatory Issues With Mylan for $70m

Strides Arcolab – a pharmaceutical company engaged in differentiated pharma generics, branded generics, and bio-pharma products. Driven by Formulations ...

PVR Reports A Muted Growth; Box Office Collections Fall 5%

PVR – engaged in the business of film exhibition, distribution and production as well as providing in-house advertisement, bowling and gaming alley and ...

Redington Reports Flat Results, Headwinds From Nigeria and Turkey Operations

Redington – the supplier of “gadgets” – technology products, in wholesale, in India and overseas. They distribute products from Dell, Apple, ...

Capitalmind Mashup – 29Oct2016

Capitalmind Mashup – a weekly newsletter to bring you a platter of publications over the past few days. All content shared here can be accessed by users ...

VRL Logistics Profits Plunges Again, Passenger Services Drags The Profit

The logistics giant of India has reported a lower profits for the quarter. Though revenue grew by 5.2% YoY, profits showed a de growth of 54%. Operating margin ...

Sneakily, Indian and US Long Term Yields are Rising!

There’s something strange happening in India – and indeed, the world – with longer term rates and bonds. It looks like interest rates are ...

On Slack: 17 Trade Methods, Apple Revenue, Candid Jhunjhunwala, Corporation Tax, Ease of Doing Business Index, One India Concept, U.S. Economic Growth, #TataMistryChemistry and much more….

The Slack Discussions The Slack group at Capital Mind Premium has been extremely active and if you haven’t been there (Premium subscribers only), pop us a ...

Banks: MCLR Update – 28th October 2016

As a follow-up note on MCLR (Marginal Cost of funds based Lending Rate) and how it is changing the way banks lend in India, we are publishing the rates of ...

Portfolio: [Stock] Bank Gets Into Long-Term

We have been keeping our hands off banking stocks, but we don't want to lose an interesting opportunity. An overall health check up shows us a few stocks which ...