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Capitalmind Mashup – 05Nov2016


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 except #Premium limited to only Capitalmind Premium Subscribers. Catch all the previous mashups here.
Hope you have a good time reading this MashUp. Do share your views in the comment section below.


Monthly Moves: A Very Flat Nifty in Oct, and 10 Year Sensex SIP Returns Below 8%

#Data Analysis

Eicher Reports 33% Growth In Sales, Focus Remains on New Dealerships & International Markets
Maruti Suzuki Reports Flat Sales; Utility Vehicles Growth at 90.9%
Medium & Heavy Commercial Vehicles Drive Ashok Leyland’s Sales to 12,533 units; Growth at 28%
Toyota Kirloskar Motor Witnesses De-Growth On The Back Of Production Issues
Escorts Exports Witness Triple Digit Growth, Overall Tractor Sales Growth at 53%
Hero MotoCorp Sales Growth At 3.6%, Third Consecutive Month Of Over 6 Lakh Sales
Automobile Sales Report October 2016 – Commercial Vehicles & Tractors Outperform Passenger Vehicles
TVS Motors Two Wheelers Growth At 15%, Sales Of Three Wheelers Contracts By 54%
Renault Clocks In 67% Sales Growth, KWID Cumulative Sales At 1.11 Lakhs
Two Wheeler Sales Report – Industry Growth At 8.3%, Royal Enfield & Yamaha Lead The Field


Six Different Rates and a Cess: The Early Agreement on a Simplified GST


On Slack: $50 Billion Bleed, Amazon’s $541 million loss, GST Taketh Away, Index Funds, Multiple Timeframes, Stakes in 60 Start-ups, Tsunami Amid Tranquil Seas, Ugly for Your 401(k) and much more….
Directorate of Revenue Intelligence (DRI) Seizes Mandrax Tablets Worth Rs. 3,000 Crore
On Slack: Better Off but Far Behind, Black Money, Brexit Parliamentary Vote, Broken Promises, Generic-Drug Probe, GST Rates and much more….


Happy Diwali 2016! More Arbitrary Predictions Come Your Way


Bond Baba: Fight Those Demons, Harvest Those Losses [Happy Diwali!]
Macronomics: Loan Growth At 22 Year Lows, And Housing Slowdown Will Hurt
Portfolio: Exiting Two Stocks in Momentum, After They Show Signs of Breakdown
Premium: US Investigation Into Price Collusion Haunts Indian Drug Manufacturers

#Premium – Unlocked

StratOptions: IV spike post Surgical Strikes helps us score a quick 2.63%
Portfolio: Exiting Aarti Drugs and GSFC From Momentum


Prof. Sanjay Bakshi Buys 2.65 lakh Shares of Kitex Garments
Strides Gets a $30m Escrow Payout After Settling with Mylan for $70m for Regulatory Issues

The Week In Numbers

  • FII-DII  Trading Activity (NET) – Video


  • FII-DII  Trading Activity (BUY & SELL)


  • Sucker’s Index – PCR at 0.79


  • Options Open Interest


  • Heatmap – CNX 100 Daily


  • Storage Status of 91 Major Reservoirs


  • Storage Status Growth – fall of 2.1% over the previous week

Hope you have found this useful!


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