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General
Relocation to Gurgaon and Some Notes
I’ve been moving from Mumbai to Gurgaon and the last two weeks have been long and without proper internet access; lots of news and lots to write about. ...
Stocks
ICICI Results: EPS growth consistently low, and even negative
ICICI Bank has announced Q3 results. EPS is up 4% on a standalone basis at 11.42 versus 10.99. Earnings Per Share – EPS – is really the only way to ...
Charts & Analysis
SoS: Add Zee, Pantaloon, Reliance and Rollovers
Some changes to the Short only Strategy. First, time to rollover. So all stocks roll into Feb, but certain quantities change. ICICI Bank: I’ve halved the ...
General
Cut Interest Rates, says Suresh Tendulkar
Batting for stimulation, Suresh Tendulkar, an economic adviser to the PMO said he would like to see interest rates cut further. “My own preference would be ...
Opinion
When does the Government Start To Hurt?
So we have a recession coming up, all these jobs lost, all these industries gone and so on. At some point this has to have an adverse effect on the government ...
Stocks
Result Updates
Naukri (Info Edge) results show an EPS growth of 31% from 4.8 to 6.3. Profits are up to 17.21 cr. from 13.09 cr, but most of it seems to come from other income ...
Stocks
Reliance Results: EPS down 11.9%
Reliance Industries announced results today. Q3 EPS is down 11.9% from 26.7 to 23.5. Revenue down 10% at 3156 cr. Profit sits in at 3501 cr., not directly ...
General
GMR announces Ice Cream Options in Hyd Airport
Thanks to Sanjay Bakshi, I found GMR’s “important” corporate announcement (full pdf): Swirls from Kwality Walls has opened a new Ice Cream ...
Economy
LIC's Jeevan Aastha gets 8000 cr.
Despite the real return being between 4% and 7%, guaranteed by LIC, people seem to be enamoured by LIC’s Jeevan Aastha. Despite the turmoil in the ...
General