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Momentum Monthly Fact Sheet: Oct 2020

October 2020 Monthly Update for the Capitalmind Momentum Portfolio: CM Momentum underperformed the NIFTY in October. Overall, CM Momentum outperforms NIFTY ...
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Q2FY21 Earnings: APL Apollo on a Strong Wicket

Highlights of APL Apollo’s 2nd quarter earnings Strong revenue and profit growth of 34% and 72% Volumes across segments have increased at a healthy pace, ...
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Q2FY21 Earnings: Growth Story Continues For Bharti Airtel

Highlights of Airtel's 2nd Quarter Earnings India mobile ARPU at ₹ 162 – highest in last 15 quarters India mobile revenue and EBITDA rise 7% and 13% ...
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Uncle Theta makes a comeback! – Part 1

Theta decay or time decay in options is akin to death and taxes. Since its that certain, and structural in nature, meaning its fundamental to the way options ...
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Garware Technical Fibres: A Good Catch

Most of us at a certain point either directly or indirectly have come across the products manufactured by this mid-cap company – Garware Technical Fibres ...
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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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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