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J&K Bank: A Combination of Bad Luck and NPAs, Talks Big on MetLife. Back to Public Sector Valuations?

This is a very interesting story on J&K Bank. The bank’s been in the news for the wrong reasons recently: for one, it saw a big fraud that hurt its ...

Apr 03, 2015

Government Cancels JSPL and Balco Coal Mine Allocations, These Stocks Look Lousy on the Charts

The coal mine situation has become intense again. The Coal Secretary, Anil Swarup tweeted on Friday night: Bids for Gare Palma 4/1, 4/2, 4/3 and Tara coal ...

Mar 22, 2015

Andhra Bank Employees Take To Shaming Defaulters By Holding Dharnas. The NPA Situation Is Getting Worse.

Andhra Bank seems to have taken an interesting choice in trying to cut down NPAs. They have been holding “dharnas” in front of defaulters’ ...

Mar 20, 2015

Suckered: NTPC's Awesome Bonus Debenture and How The Government Gets 9,700 crores Without Selling a Single Share

NTPC has decided to graciously give “Bonus Debentures” to all its shareholders. If you own a share, you get a debenture free. (It’s not ...

Mar 13, 2015

IPO: Adlabs, An Expensive Theme Park at a Very Expensive IPO Price

Yet another IPO is here! This times it’s Adlabs Entertainment. If you’re an old timer, you’re thinking, “What? Again?” Manmohan ...

Mar 11, 2015

On CNBC-TV18: Discussing Suzlon and Bharat Forge with Anuj Singhal and Ekta Batra

I was on CNBC TV18 two days ago, talking about Suzlon and Bharat Forge and so on: Some of the things I’ll add more on: For more about what we think on ...

Feb 20, 2015

Introducing The Modi Index by Capital Mind

Ever since Narendra Modi was appointed the PM candidate by the BJP, speculation has been rife that he would come in and change India dramatically. What he has ...

Feb 18, 2015

Q3 Results: Nifty Companies Y-on-Y Profits Decline; Quarterly Performance Shabbiest in FY 2015

It’s that the time of the year again where companies release their Q3 results. Capital Mind has been following the announcements very closely and we have ...

Feb 17, 2015

60 cr. Fraud at J&K Bank Takes it Down

In the J&K Bank Results yesterday there was this little tiny footnote: 12. During the quarter ended December 2014, fraudulent transactions on account of ...

Feb 10, 2015

Coal India Offer Rescued by LIC, Just Like The Old Times

We mentioned in the Coal India OFS analysis that we didn’t see the demand for the offer as very much and the issue might need to be rescued. This ...

Feb 02, 2015

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