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Stocks
AR Nuggets: Will the Goliath of the Steel Pipe Industry get Stronger?
APL Apollo is the leader in the ERW pipe market with 40% market share. The company is well placed to take advantage of use of structural steel in construction ...
Stocks
Lessons from a time-travelling investor
How rich you would be if you had bought xyz stocks way back in the past is an often-repeated yet not-very-useful mental exercise. In this article we add a bit ...
Fixed Income
That Shady Mutual Fund Inter-Scheme Transfer Gets Whacked By SEBI
SEBI has in a circular told mutual funds about how they can no longer do “Inter-scheme” transfers of bonds. An inter-scheme transfer is when they ...
Sector Analysis
Recovering Air Traffic Still Not A Sign For Airlines To Cheer
The rally in share price of India’s largest airline – InterGlobe Aviation Ltd. – signal that the concerns looming over airlines due to Covid-19 are ...
Foundations
What Does “Delisting” Mean?
Deepak was interviewed on CNBC about how investors can look at delistings. Key questions discussed: Is delisting a bad thing? How does the process ...
Stocks
United Spirits – Are the spirits high for shareholders?
When a great business meets bad management - its true value gets locked. No better example to illustrate this scenario than United Spirits & Vijay Mallya. He ...
Stocks
AR Nuggets: Where’s the Two Wheeler Giant Going?
In our new series, AR Nuggets, starting with the Hero Motors FY20 Annual Report, we separate the wheat from the chaff and highlight the most relevant takeaways ...
Stocks
Mahanagar Gas: From Growth Story To Now A Dividend Play
In the four years since listing, the volatility in the share prices of Mahanagar Gas is much more compared to its peers – Indraprastha Gas Ltd. and Gujarat ...
Premium
TCS: Deep Inside its Buyback is a Tax-Efficient Dividend
You have to love buybacks. A company buys back its own shares, and you’re thinking: Wow, they also like their share price! You are being naive, brother. ...
Premium Portfolio
How smallcase users can save on transactions costs when rebalancing
This article is for Capitalmind Momentum smallcase users and how they can save a little on transaction costs. The potential saving is about ~ ₹3500 / year ...
