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Charts & Analysis
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 ...
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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 ...
Stocks
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 ...
Opinion
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 ...
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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 ...
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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. ...
Stocks
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 – ...
Stocks
Q3FY19 Earnings Report : Results in Long Term Multicap Portfolio
Parag Milk foods announced its Q3FY19 results on last Saturday, 2nd Feb and had a conference call on 4th Feb. Below is the snapshot of the results and ...
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Portfolio: Changes to the Capitalmind Momentum Portfolio – February 2019
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 ...
Opinion