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Month: January 2019

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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 ...

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 ...

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 – ...

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: 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 ...

#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. ...

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 ...

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 ...

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 ...

Roundup of the Markets, circa 2018

We started 2018 with a Bang and ended with a whimper. What a difference a year can make in the life of an equity investor.  2017 was a year when the ruling ...