21 results for “EV PORTFOLIO”

Divgi Torqtransfer Systems: At the Forefront of Drivetrain Innovation

Industry-best margins in auto-ancillaries aren't from giants like Uno Minda or Motherson Sumi, but from Divgi Torqtransfer Systems, a newcomer to the stock market carving a niche for itself. While Divgi is making strides in the EV space, it heavily relies on just three major clients. Is it all smooth sailing ahead for the company? Dive in to read more.

E-Currency, Disruption, IPOs and idealess Vodafone!

Capitalmind Saturday Coffee | 3rd April 2021 edition

The 3rd April 2021 Saturday Coffee with Capitalmind Edition ☕️

ICICI Pru Life Insurance - Demystifying the life insurance sector

Understanding the Insurance business has been an Achilles heel for many investors. The reasons can be many. We can't analyse them using our traditional methods like PE, EPS, EBITDA Margins etc. They are not lenders like Banks & NBFCs. But the policy holders are nothing less than Depositors. They have long gestation periods. It takes almost 10 years for a Life insurance company to report accounting profit. Because of stringent regulations, the costs are front loaded & the profits are back ended. The P&L hides more than it reveals. In this post, let's try to crack this nut and understand life insurers in detail.

Fundas : Intangible Assets

What are intangible assets? What role do they plan in fundamental analysis? This post demystifies the concept.

Result Analysis of APL Apollo Tubes

Premium: Adding a Small Cap Infotech Stock to our Multi Cap Portfolio

Result Analysis of Balkrishna Industries (BKT)

The Magic Formula Reviewed and Stock List for 2019

Q3FY19 Earnings Report: Garware Technical Fibres, Jamna Auto, Manappuram, City Union Bank, DCB Bank

Q3FY19 Earnings Report : Results in Long Term Multicap Portfolio

Taking Stock - A Deeper Look at JM Financials

At Capitalmind, we often write posts on specific companies that we think are interesting and might make a good investment. In this post, we discuss a company working in the financial services and ARC business.

Taking Stock: A Deeper Look at Bata India

At Capitalmind, we often write posts on specific companies that we think are interesting and might make a good investment. In this post, we discuss a company working in the footwear business.

Premium (Unlocked) - Annual report review : Balkrishna Industries (BKT)

As part of a new initiative we will review annual reports of companies. Annual reports of some companies are voluminous and lot of the material can be skimmed or skipped. We will highlight the important sections that one should look at while reading annual reports under this series.

Fundas: Self Sustainable Growth Rate

In our funda series, we bring in a term that's not often understood: The Self Sustainable Growth Rate.

Fundas - Understanding Revaluation Reserves

In this "Funda" post, we shall try to understand the term: revaluation reserve, a term we often see in Balance Sheets.

Portfolio (Unlocked): We Exit Supreme Petrochem From the Long Term Portfolio for 3x in Three Years

Premium (Unlocked): Fundas: Cash Flow - The Truth About Profit

Premium (Unlocked): The Performance of the Capitalmind Premium Portfolios in 2017

Story: How the Pollution in China Caused a 3x increase in Graphite Electrode Profits In A Year

Inside a Portfolio Review: Five Recurring Mistakes