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Stocks

Deal Flow – 01/02: Vijay Kishanlal Kedia buys into Speciality Restaurants and Wallfort Financial Services sells Patel Integrated Logistics

Here is the “Deal Flow (Summary of Bulk & Block Deals)” of the data that is revealed in the markets. This has been collated and curated to make ...
Stocks

Delivery Shockers – 01/02: Narayana Hrudayalaya, State Bank of Mysore and Atul Limited Show up in Today’s Shockers

This is a part of the Capsule series; data that is revealed in the markets, collated and curated to make trade-able sense. Delivery Volume Shockers! We have ...
Foundations

Dosa Economics, Avoiding Brazil Steroids, Dissing Tariffs and Letting Banks Revalue Assets: The Raghuram Rajan Speech

Rajan’s recent speech in Delhi offers great tidbits to consume and see how the RBI is thinking. Learning from Brazil: Don’t Take the Stimulus ...
Premium

Premium: Aegis Logistics Results Show A Promising Two Years Ahead With Throughput and Capacity Expansions

Aegis Logistics had an interesting quarter. While the EPS was “down” (from 1.17 in December 2014 down to 0.9 now) the reason is that there was a 30 ...
Stocks

Monthly Summary: Deal Flow for the month of January 2016

Here is the “Deal Flow (Summary of Bulk & Block Deals)” for the month of January, 2016 (>10 Crore).   Grindwell Norton Manufacturer of Abrasives ...
Stocks

25 Companies Announce Nifty Returns, Aggregate Profit Increases Just 2.5%

We’re a the halfway mark for Nifty company results – 25 of the 50 have announced earnings, and the status is that earnings are not growing fast at ...
Stocks

Deal Flow – 29/01: Dilipkumar Lakhi – the CEO of Lakhi Group buys 1.35% in TRF Limited (A Tata Enterprise)

Here is the “Deal Flow (Summary of Bulk & Block Deals)” of the data that is revealed in the markets. This has been collated and curated to make ...
Stocks

Delivery Shockers – 29/01: Bata, VRL Logistics, Kotak Mahindra Bank and Exide Industries Show up in Today’s Shockers

This is a part of the Capsule series; data that is revealed in the markets, collated and curated to make trade-able sense. Delivery Volume Shockers! We have ...
General

On Slack: Capital Infusion, China GDP, Himatsingka – HDFC, Foodpanda-FabFurnish, E-commerce Ponzi Scheme, Gold bonds, Global Oil Production cuts, U.S. Jobless Claims and more…

The Slack Discussions The Slack group at Capital Mind Premium has been extremely active and if you haven’t been there, pop us a note by replying to this ...
Premium

Portfolios: Updating the Capital Mind DivYield Portfolio

“Do you know the only thing that gives me pleasure? It’s to see my dividends coming in.” – John D Rockefeller. When a company makes profits, it usually ...