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Month: February 2019

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Introducing The Capitalmind Podcast: On Debt Mutual Funds Taking Losses and What You Can Do About It

  Here’s introducing the Capitalmind Podcast: Of strange things in the financial markets, with Deepak Shenoy and Shray Chandra. Click play below: ...

Q3FY19 Earnings Report: Garware Technical Fibres, Jamna Auto, Manappuram, City Union Bank, DCB Bank

The season of Q3 results has almost come to an end and results are slowly trickling out. Here is a quick compilation of results of stocks that form part of our ...

Fundas : Understanding Operating Leverage

Leverage amplifies the profitability of companies. First thing that comes to mind when one speaks of leverage is the debt that the company has on its balance ...

Charts: Inflation Drops to 2.05%, Even Lower Than What RBI Projected a Week Back

There is something to be said about inflation. It’s a number that is stubbornly refusing to rise. January inflation came in at just 2.05%, a near-two ...

Q3FY19 Earnings Report: Balkrishna Industries

Balkrishna Industries (BKT) had announced its results last week and had a conference call yesterday. Below is the snapshot of the results and notes from the ...

When the Buyback is the Only Buyer in Town, OCCL Edition

Oriental Carbon and Chemicals recently announced a buyback – a very tiny one, at Rs. 35 crore, at a maximum of Rs. 1150 per share. The buyback was  ...

The Pandora’s Box, Risk of Leverage and Zee

The Pandora’s Box that was opened when IL&FS defaulted on inter-corporate deposits and commercial papers (borrowings) worth about Rs.450 crore in June ...

Macronomics: Credit Data Shows A Potential Industrial Revival and Green Shoots on Growth

It’s been a while since we’ve looked at the macro. What bank credit data is showing is very interesting, and possibly a distance away from whatever we are ...

Q3FY19 Earnings Report: NOCIL

NOCIL had announced its Q3 results last week and had a conference call yesterday. Below is the snapshot of the results and notes from the conference call. ...

Jubilant Backtracks From Paying Promoters For Brand They Don’t Really Use

Jubilant Foodworks and Jubilant Life Sciences are companies owned by the Bhartias, who’ve run them well so far. Yesterday they did something strange – ...