Capitalmind
Capitalmind
Actionable insights on equities, fixed-income, macros and personal finance Start 14-Days Free Trial
Actionable investing insights Get Free Trial

Month: May 2016

2 / 9

SBI Q4 Profit plunges 66%, Consolidated Gross NPA @ 1.23 trillion; Provisions for NPA increase by 58%

India’s largest bank, SBI’s result was no different from the results of other PSU banks. With RBI’s push for banks to provision for the ...
State-Bank-of-India-Image.png

Portfolio Changes: Added Good Result Performers, And Stratoptions Starts Again

We have added more positions in the Momentum Portfolio First, we exited Piramal Enterprises. The stock retraced to 1350 where we had a temporary stop – ...

On Slack: Fictional Chinese Merger, Fed is alive, Credit-Card Debt, Name and Shame, Patanjali Ayurved, Run for cover, James Dalton on Market Profile, Economy unplugged and much 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 ...
Slack-Logo.png

Private Equity firm Creador earns over 290 crore by investing in Cholamandalam Investment & Finance (CIF)

Cholamandalam Investment and Finance (click here to view this on our SNAP Analytics Tool) – promoted by the Murugappa Group, is a pan-Indian, composite ...
Chola-Logo.png

StratOptions: Another Successful Straddle Write Ends May, With Lots of Hedges

Stratoptions was a crazy ride in the last two months. We had a number of trades where we started, but let’s take you through the process. 1) The 8000 ...
Optionalysis.jpg

The FDI Report: India Got $40 Billion in FY16, Singapore Overtakes Mauritius, Real Estate Loses Love

Foreign direct investment (FDI) is a strong source of foreign investment (the other being FPI, or Foreign Portfolio Investment, which is less strategic in ...
FDI-Inflow-India-investment-in-Industry-FY-2016.png

Citigroup reduces stake in Castrol India, nets a handsome amount

Castrol India (click here to view this on our SNAP Analytics Tool) part of the Castrol Limited UK (part of BP Group) has one of the largest manufacturing and ...
Castrol-India-Logo.png

Credit Suisse says no to Dominoes – cuts stake in Jubilant Foodworks from 3.4% to 1.3%

Jubilant Foodworks (click here to view this on our SNAP Analytics Tool) – is a Jubilant Bhartia Group Company. The Company & its subsidiary operates ...
Jubilant-Foodworks-Logo.png

A day after Investors Meeting, HDFC Mutual Fund increases stake in Team Lease Services

Team Lease Services (click here to view this on our SNAP Analytics Tool) – India’s leading providers of human resource services in the organized ...
Team-Lease-Service-Logo.png

Nifty 10 Year Average Earnings Growth At A New Low, Markets Do Not Care

I was at Thailand at the Traders’ Carnival, and only got back today. The conference was great and hit all the right notes, and there’s so much to ...
Nifty-10-year-PE-and-EPS-Growth.png