Capitalmind
Capitalmind

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Sensex EPS is 772

A year back, I wrote about the Sensational Sensex EPS Story: So I read through some past projections of the Sensex EPS as of March 09. Kotak Securities’ ...

Quick Nifty PE post

A quick take on the Nifty P/E and EPS growth till now: (Click for a larger image) At the 4700 levels we are at a P/E of 20.94, which translates to an EPS of ...

SoS: Rollover, Crappy Performance and A Holiday

Rolling over all positions from the Short Only strategy as is. No change in my outlook from a fundamental perspective, though I’m close to stop losses on ...

BDI drops 30% in Aug, Nat Gas at Seven Year Lows, Copper Climbs

Amidst glorious stock market movements and fantastic upturns, it’s evident that any negative news is going to be looked at with scorn. Still, it’s ...

HDFC issues 4000 cr. debentures, 300 cr. worth warrants

HDFC is looking to sell a 4000 cr. non convertible debt issue to institutions. There are two parts – two year debt of 2000 cr. at a yield of 7.15% ...

Restarting SoS: ICICIBank, HDFC, RelInfra, Nifty

I’m restarting the Short Only Strategy. After a pretty good bull run, there seems to be some weakness. I think I may be too early; this of course has no ...

Paulson, ethics waivers, Goldman and the AIG bailout

From the New York Times: “I operated very consistently within the ethic guidelines I had as secretary of the Treasury,” Mr. Paulson responded, adding that ...

NHPC IPO: P/E of 36

I’ve had some mail requesting for comments on the NHPC IPO. First note: the IPO is already 3x oversubscribed, with only one day of the IPO through. Only ...

RBI rejects all bids in bond auction

The RBI was supposed to sell another 12,000 cr. worth of bonds today. In anticipation, the yields had moved to 7.09% yesterday. And today, this happened: The ...

Another Great Trading Move

Once in a while you see a signal. Of euphoria, or panic. This time I’m seeing it again – the euphoria. It’s a great trading move – the ...