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1275 ArticlesStocks

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The Indian Tile and Bathware Industry: Which companies are better placed – Part 1

The ₹27,000 Crore Indian tile industry is fragmented, 55% of it is with small regional players and the remaining 45% with large organized players. Somany and ...
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Solara Active Pharma Sciences – From David to Goliath

This is a guest post by Saket Mehrotra. Number cruncher, avid reader, coffee connoisseur, book store hopper & Metallica fan. An active follower of Sensex ...
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The Two Wheeler Industry and a deep value opportunity

India Automobile Industry The automobile industry in India is 7.5% of GDP, it is 49% of manufacturing GDP and 26% of Industrial GDP. The industry directly ...
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TTK Healthcare: Keeping Skore in the condoms segment

This is a guest post by Saket Mehrotra. CA, CS – Sensex Follower since ’09. Number cruncher by the day, avid reader and chef by the night – ...
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Don’t be afraid of letting go: Changing your mind in a crisis panic fall

The lockdown’s extended, and here’s another thought we’re running through as we progress, in our CovidLockdown Diary.  The markets are going ...
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Why RBL And Indusind May Not Be The Next Yes Bank

The Yes Bank fiasco made all the other smaller private banks look bad. We think, unfairly, which is the point of this post. Yes Bank had undisclosed NPAs. ...
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Why March 2020 feels so bad and Should you Buy yet?

Indian Markets (NIFTY) fell another 6% today (18th March), taking 2020 YTD performance to -26%. NIFTY is now at 8,469. That lifetime high close of 12,362 on ...
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The Yes Bank Rescue: Banks Chip in, Shareholders Locked

The Yes Bank Saga takes another step forward, with Indian public and private sector banks taking on 80% of the equity and attempting to revive the bank. ...
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Bank Wise: How Many Additional Tier 1 Capital Bonds Have Been Issued?

We saw the Additional Tier 1 Bonds in Yes Bank written to zero (proposed) and this has led to uncertainty in the bond market. The Basel III norms clearly ...
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Yes Bank Deposits are Safe: SBI To Take 49% Equity

The Yes Bank Saga reached a partial resolution on Friday after a moratorium was set up on Thursday, when depositors could only withdraw Rs. 50,000 from their ...
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