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Month: September 2015

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A China PSU About To Default?

The equivalent of a Public Sector Unit (PSU) in India is a State Owned Enterprise (SOE) in China. And one of them, apparently, is about to default. A unit of ...

Warning: December 2015 F&O Contracts Will Need To Be A Multiple Of 75, You Have Three Days To Act

Lot sizes for Futures and Options contracts starting November are increasing, and the Nifty will go to a lot size of 75. What happens, then, if you had bought ...

Amtek Auto Defaults on 800 cr. bonds. A View On The Tricky Recovery Process.

And the expected has happened: Amtek Auto has defaulted on its 800 cr. of bonds that were due on Sunday. They had till end of day yesterday to pay up, and they ...

Nandan Denim Will Issue Warrants At Rs. 200 to an FII Fund When Its Current Price is 130

Nandan Denim Limited will issue warrants worth Rs. 50 cr. to Polus Global Fund, which will have to convert it at Rs. 200 per share. This is a ...

SmartCaps: PTL Enterprises, A Low Priced Bet On Artemis Hospitals

Here’s introducing “Smartcaps” – Our crowd-sourced portfolio. First a bunch of thanks to the most awesome group I have known: all of ...
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Optionalysis: MA20 Turns Around With a 50% Gain

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On Slack: 2,000-Mile Odyssey, Trouble with Foodpanda, Yuan Devaluation, Yellen Rates and more…

The Slack Discussions The Slack group at Capital Mind Premium has been extremely active and if you haven’t been there, pop us a note by replying to this ...

Optionalysis: MA20 Goes Bullish!

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India Gets Protectionist: Stop Those Pesky Foreigners Who Make Things Cheaper Than Us

We’re getting into protection zones. The Finance Ministry yesterday announced a 20% “safeguard” duty on steel. This is to protect domestic ...

JP Morgan AMC Isolates Amtek Bonds Into A Side Pocket, Will Allow Redemptions of the Rest

JP Morgan, which has been in the news because if refuses to let people exit short term funds (currently has a gate of 1% per day), has now offered a redemption ...