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9 02, 2016

Deal Flow – 09/02: SBI Life Insurance exits (Sequoia, Nalanda, Fidelity, SAIF Partners backed) Justdial

By |February 9th, 2016|Categories: Bulk & Block, Premium|0 Comments

Here is the “Deal Flow (Summary of Bulk & Block Deals)” of the data that is revealed in the markets. This has been collated and curated to make trade-able sense.

A Bulk Deal is a trade, where total quantity bought or sold is more than 0.5% of the number of equity shares of the company. A trade, with a minimum quantity of 5,00,000 shares or minimum value of Rs.5 crore […]

9 02, 2016

Charts: GDP Grows at 7.3% But Data Does Not Look Reliable

By |February 9th, 2016|Categories: Charts, GDP, Macro|0 Comments

India’s GDP for the December 2015 quarter grew by 7.3% on what seems to be love and fresh air, because nothing else seems to be able to corroborate this kind of data. But it’s there and that’s what we have so at Capital Mind we’ll do our graphs.

Real GDP Grows at 7.3% while Nominal Growth Jumps to 9%, We Don’t Know How

Apparently the Real GDP (net of inflation) is growing […]

8 02, 2016

What Went Wrong With Kitex Garments?

By |February 8th, 2016|Categories: Kitex|3 Comments

Kitex Garments (KGL) is a company that seems to never go out of the news, though you’ll be forgiven for never even hearing about the company. It’s run by Sabu Jacob, in Kerala. Why the interest in a company that makes cotton undergarments for kids, and sells them abroad, and managers to run a labour intensive company out of Kerala?

Answer: He generates awesome ROCE (Return on Capital Employed) in […]

8 02, 2016

Deal Flow – 08/02: Decent Financial Services sells Cantabil Retail India, Ashoka PTE sells Heidelberg Cement to First State Investments, Anvil Fin Trade sells Precision Camshafts and IntraSoft Technologies gets traded

By |February 8th, 2016|Categories: Capsule, Premium|0 Comments

Here is the “Deal Flow (Summary of Bulk & Block Deals)” of the data that is revealed in the markets. This has been collated and curated to make trade-able sense.

A Bulk Deal is a trade, where total quantity bought or sold is more than 0.5% of the number of equity shares of the company. A trade, with a minimum quantity of 5,00,000 shares or minimum value of Rs.5 crore […]

8 02, 2016

Delivery Shockers – 08/02: Bajaj Holdings, Cholamandalam Investment and Page Industries Show up in Today’s Shockers

By |February 8th, 2016|Categories: Capsule, Premium|0 Comments

This is a part of the Capsule series; data that is revealed in the markets, collated and curated to make trade-able sense.

Delivery Volume Shockers!

We have compiled a list of those stocks which have seen massive increases in the “deliverable quantity to traded quantity %”.

Stocks are traded every day and most stocks see intra-day trading (buy and sell on the same day). Intra-day trades don’t result in delivery – […]

5 02, 2016

Company Notes: Eicher Motors (Oct-Dec 2015)

By |February 5th, 2016|Categories: Auto, Eicher, Stocks|1 Comment

Eicher Motors Limited (EML) is the flagship company of the Eicher Group which produced India’s first agricultural tractor in 1959. Eicher Motors owns the iconic Royal Enfield motorcycle business, which leads the premium motorcycle segment in India.

Eicher Motors currently has 2 JV’s.

 – JV with the Volvo group i.e. VE Commercial Vehicles Limited – designs, manufactures and markets reliable, fuel-efficient trucks and buses.

 – JV with US based Polaris Industries i.e. Eicher Polaris […]

5 02, 2016

Deal Flow – 05/02: Stichting Pensioen Fonds ABP sells Crompton Greaves and Dhwaja Shares & Securities sells Ucal Fuel Systems

By |February 5th, 2016|Categories: Capsule, Premium|0 Comments

Here is the “Deal Flow (Summary of Bulk & Block Deals)” of the data that is revealed in the markets. This has been collated and curated to make trade-able sense.

A Bulk Deal is a trade, where total quantity bought or sold is more than 0.5% of the number of equity shares of the company. A trade, with a minimum quantity of 5,00,000 shares or minimum value of Rs.5 crore […]

5 02, 2016

Delivery Shockers – 05/02: Welspun, Videocon, Redington and Marico Show up in Today’s Shockers

By |February 5th, 2016|Categories: Capsule, Premium|0 Comments

This is a part of the Capsule series; data that is revealed in the markets, collated and curated to make trade-able sense.

Delivery Volume Shockers!

We have compiled a list of those stocks which have seen massive increases in the “deliverable quantity to traded quantity %”.

Stocks are traded every day and most stocks see intra-day trading (buy and sell on the same day). Intra-day trades don’t result in delivery – […]

5 02, 2016

China Makes 50% More Steel Than The Next 10 Countries Combined – A Perspective on Steel Production Cuts

By |February 5th, 2016|Categories: China, Steel|0 Comments

To understand the scale at which China has dominated the steel business, here’s a recent comparison of their steel production with the next 10 countries on the list: (source: http://worldsteel.org )

China makes more steel than the next 10 countries, combined:

[…]

5 02, 2016

Delivery Shockers – The January 2016 Edition

By |February 5th, 2016|Categories: Capsule, Premium|0 Comments

Let’s start with the obvious question: What are ‘Delivery Volumes‘ and ‘Traded Volumes‘?

Every stock that is listed on the exchange, will have 2 indicators based on volumes: The Total Traded Volumes (TTV), and the Delivery Traded Volumes (DTV). While TTV refers to the actual interest in the stock for that day, DTV refers to those trades that were not meant for intra-day, i.e. it actually leads to the investor taking ‘delivery’ […]

4 02, 2016

Misleading Reporting: Indian Pharma Company APIs are NOT Banned in the US

By |February 4th, 2016|Categories: Pharma|5 Comments

Today Vidya Krishnan of the Hindu decided to write a story. This was a story that apparently caused some random panic among stocks of the pharma variety because OMG THE US GOVERNMENT HAS BANNED INDIAN API IMPORTS! 

The article started out like this:

In a move that will further inflate prices of drugs in the United States — already a burning issue in the current […]

4 02, 2016

Delivery Shockers – 04/02: Dr. Lals, Wonderla, PC Jeweller and Bajaj Holdings Show up in Today’s Shockers

By |February 4th, 2016|Categories: Capsule, Premium|0 Comments

This is a part of the Capsule series; data that is revealed in the markets, collated and curated to make trade-able sense.

Delivery Volume Shockers!

We have compiled a list of those stocks which have seen massive increases in the “deliverable quantity to traded quantity %”.

Stocks are traded every day and most stocks see intra-day trading (buy and sell on the same day). Intra-day trades don’t result in delivery – […]

3 02, 2016

Delivery Shockers – 03/02: Shoppers Stop, Central Bank of India, and Gujarat Fluorochemicals Show up in Today’s Shockers

By |February 3rd, 2016|Categories: Capsule, Premium|1 Comment

This is a part of the Capsule series; data that is revealed in the markets, collated and curated to make trade-able sense.

Delivery Volume Shockers!

We have compiled a list of those stocks which have seen massive increases in the “deliverable quantity to traded quantity %”.

Stocks are traded every day and most stocks see intra-day trading (buy and sell on the same day). Intra-day trades don’t result in delivery – […]

3 02, 2016

SparkPlug Summary: Auto Sales for January 2016 – Eicher up 65%, Leyland up 30%, But Maruti falls

By |February 3rd, 2016|Categories: Auto, General, Premium, Sectors, SparkPlug 2015, Stocks|0 Comments

Today we bring you a mini version of our Monthly SparkPlug Report – a summary of the sales made during the month of December. We initiated this SparkPlug series in August this year and it has been an on-going series since then.

Data for April to November has been sourced from SIAM while the December numbers have been obtained from the Press Releases. Detailed SparkPlug Report will be available for Capital Mind Premium members […]