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General

Monthly Mashup – Edition 01

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capitalmind-monthly-mashup-01122016
We bring our new feature this month. While we have been sending out the weekly mashups, we thought why not a monthly one?
Similar to the weekly mashup, the monthly would have all the publications for that month. So this first edition has all our publications from November. All content shared here can be accessed by users except #Premium limited to only Capitalmind Premium Subscribers.
Hope you have a good time reading this Mashup. Do share your views in the comment section below.

#Charts

Monthly Moves: A Very Flat Nifty in Oct, and 10 Year Sensex SIP Returns Below 8%
Foreign Investors Sell 24,000 cr. in November So Far
Bank Credit Growth at Lowest In 20 Years

#Data Analysis

Eicher Reports 33% Growth In Sales, Focus Remains on New Dealerships & International Markets
Maruti Suzuki Reports Flat Sales; Utility Vehicles Growth at 90.9%
Medium & Heavy Commercial Vehicles Drive Ashok Leyland’s Sales to 12,533 units; Growth at 28%
Toyota Kirloskar Motor Witnesses De-Growth On The Back Of Production Issues
Escorts Exports Witness Triple Digit Growth, Overall Tractor Sales Growth at 53%
Hero MotoCorp Sales Growth At 3.6%, Third Consecutive Month Of Over 6 Lakh Sales
Automobile Sales Report October 2016 – Commercial Vehicles & Tractors Outperform Passenger Vehicles
TVS Motors Two Wheelers Growth At 15%, Sales Of Three Wheelers Contracts By 54%
Renault Clocks In 67% Sales Growth, KWID Cumulative Sales At 1.11 Lakhs
Two Wheeler Sales Report – Industry Growth At 8.3%, Royal Enfield & Yamaha Lead The Field
Debt Funds Purchases Cross1 Lakh Crore, Net Inflow At 19-Month High of Rs. 52,125 Crore
Assets Held By Institutions Cross 9 Lakh Crore In September, AUM At 16.51 Lakh
Avg. Equity Ticket Size At 1.29 Lakhs, 40% Of Equity Investments Held For More Than 24 Months
Force Motors Sales Drop 8% Or 259 Units, Realizations Fall By 1%
Individual Investors Assets Touch 9.2 Lakh Crore, Total AUM At Rs. 16.85 Lakh Crore
Indigo Carries 4 Lakh More Passengers, Corners In 43% Market Share

#Economy

Six Different Rates and a Cess: The Early Agreement on a Simplified GST
Black Money Is Dead. Long Live Black Money. (The 500/1000 Rs. Note Ban)
Trumping Obamacare Doesn’t Help Indian Pharma
Will The Cash Crunch Cause The Indian Economy To Contract?
RBI Allows 60 Day More Time for Small Borrowers. This is NOT a Corporate Bailout
RBI Increases CRR, Takes 300,000 Cr. From Banks For No Interest For A Fortnight
Again: How We Should Curb Black Money by Cutting Tax Exemptions in Real Estate
Another Voluntary Cash Disclosure Scheme with 50% Tax, For Cash Deposits. Pay 80%+ If Caught
Live Post: What Listed Companies Are Saying About The Demonetization Impact

#General

On Slack: $50 Billion Bleed, Amazon’s $541 million loss, GST Taketh Away, Index Funds, Multiple Timeframes, Stakes in 60 Start-ups, Tsunami Amid Tranquil Seas, Ugly for Your 401(k) and much more….
Directorate of Revenue Intelligence (DRI) Seizes Mandrax Tablets Worth Rs. 3,000 Crore
On Slack: Better Off but Far Behind, Black Money, Brexit Parliamentary Vote, Broken Promises, Generic-Drug Probe, GST Rates and much more….
On Slack: Capitalmind Slack Statistics, A Failing State, Bull Market, Epic Turning Point, Invest in U.S. Equity Markets, Labour Abuse, Wilful Defaulters and more….
Just How Many Rs. 500 and Rs. 1000 Notes Are There?
Will I Lose All My Money To Tax When I Deposit Old 500 Rupee Notes?
On Slack: Cash on Hand, Empathy for the Bull, Fatter Dividend, Gold All Night, Income Mismatch, Off the Lows, Multilevel Marketing, Tax Immunity, The Long Battle and more….
Will the Government Get a Big Dividend From RBI After The Notes?
On Slack: Demonetisation Scenarios, India’s Dry ATMs, Mandatory Airbags, Stampede out of Emerging Markets, Un-real Estate and more….
Cash is Not Bad. Do not Attack Cash as a Medium of Transaction
On Slack: A Week of Long Lines, Cancel Home Bookings, Deficit on Back Burner, Demonetisation Politics, Dirty Linen, Fed Watch, Snapchat IPO, Tackling Black Money, Taxmen Track Social Media and more….
On Slack: 8% GDP Growth Milestone? Black Money Prosecution, Brexit on Track, Forex Reserves Down, Mopeds Gain Speed, Penny Stocks Scam, Possible President Impeachment, Speeding Car Hitting A Wall, The Dollar Problem and much more…
On Slack: 1990s Back to Markets, Biggest-ever Layoffs, Challenge Election Results, E-commerce Losses, India’s GDP Revised, Moneymaking Machine, Sterilise Liquidity and more….
On Slack: Benami Act, China’s Property Frenzy, Drain Excess Liquidity, Emerging Markets Sell Off, GST Ambit, Islamic Window, Modi-Fied, Recounts Looming, Unaccounted Deposits, White Paper India VIX and more….

#Opinion

Happy Diwali 2016! More Arbitrary Predictions Come Your Way
Suckered: How a 4% Loan for Furniture Actually Costs You 12%

#Premium

Bond Baba: Fight Those Demons, Harvest Those Losses [Happy Diwali!]
Macronomics: Loan Growth At 22 Year Lows, And Housing Slowdown Will Hurt
Portfolio: Exiting Two Stocks in Momentum, After They Show Signs of Breakdown
Premium: US Investigation Into Price Collusion Haunts Indian Drug Manufacturers
Why Are So Many Companies Doing Share Buybacks?
Resetting The Momentum Portfolio, Closes Three Years at 34% CAGR
Bond Baba: What Demonetization Will Do To The Bond Market
Macronomics: The Dangers of a Rising US Rate and the Loss of Indian Trust in Rupee Notes
Portfolio: We Add A Chemical Company With Low P/E To Long Term Portfolio
The Strategy To Buy Stocks When Everything Is Falling
Portfolio: We Add This PSU Firm To Our Momentum Portfolio
Macronomics: How Much Does India Use Cards Versus Cash? A Data Summary
The Long Term Portfolio: Summary Of Q2 Results
Introducing the Strong Stock Portfolio: 30 Stocks That Show Promise
Bond Baba: Those Long Bond Funds Gave Us a 24% Return, And It Might Just Last Longer
Portfolio: Adding another PSU Firm Into Momentum Portfolio
Portfolio: Buying More in Long Term, Averaging Down
Macronomics: What is Reverse Repo and How Are Banks Dealing With Too Much Money?
Portfolio: Adding A Healthcare Company In Our Momentum Portfolio
Premium: Capitalmind’s Do-It-Yourself Wealth Allocation Strategy

#Premium – Unlocked

StratOptions: IV spike post Surgical Strikes helps us score a quick 2.63%
Portfolio: Exiting Aarti Drugs and GSFC From Momentum
Bond Baba: Why Are There Two 10-Year Bonds With Different Yields?
Exiting Capital Mind Monsoon Portfolio – Returns 20% in 4 Months
Macronomics: The Strange Case of the Highest LIBOR Since 2009
Portfolio: Exiting Aarti Drugs and GSFC From Momentum

#Stocks

Prof. Sanjay Bakshi Buys 2.65 lakh Shares of Kitex Garments
Strides Gets a $30m Escrow Payout After Settling with Mylan for $70m for Regulatory Issues
Q2FY17 Earnings Report: Results of 233 Companies So Far
Aegis Logistics: Flat Q2 Results, But All The Growth Is Next Year
Neuland Laboratories And PNB Housing Finance Witness Big Deals
ICICI Results: Saved by That Insurance IPO, But Pays It All To Provision For Bad Loans
Dwarikesh Sugar Enters Big Whale Anil Kumar Goel’s Portfolio
Mcleod Russel Shows Revenue De-Growth; Commodity Prices Are Dropping
FDA’s New Rules Propels Generic and Biosimilar Approvals
Entertainment Network, Mahindra Lifespace, Vakrangee and VA Tech Wabag Witness Big Deals
Motherson Sumi Reports 30% Increase in Net Profits On Improved Margins and Debt Reduction
City Union Bank and DCB Maintain Gross NPA Below 2.7%; Net Interest Margin @ 4%
Sun Pharma Beats Street Expectations, Net Profit Increases Over 90%
Parag Milk Foods Reports Flat Figures, Banks On Rising Middle Class Population
Snowman Logistics Makes A One-Time Provision, Reports Net Loss of Rs. 8.3 Crore
Good Monsoon Drives Sudarshan Chemicals Agro Business, Profits At 27 Crore
Tata Chemicals Maintains Its Profit Level After Sale of Its Urea Business
Rural Economy Demand Drives M&Ms Growth, Tractor Business Outlook Revised To 20%
Garware Maintains Its Growth Trend; Reports 69% Increase in Profits
Q2FY17 Earnings Report: Results of 423 Companies So Far
KRBL Revenue declines, PAT Up By 14%; Improves Operating Margin
SBI NPAs Increase ; Associated Banks Drag Profits : Result Analysis
Rakesh Jhunjhunwala Increases Stake In Delta Corp To 10.28%
Amid The Market Chaos, PSU Banks Silently Rally But Will It Last?
L&T Reports 41% Growth In PAT Excluding Its Divestment In Insurance Biz
Results: Nifty 50 Underperform Again; 48 Companies, Aggregate Profit Down 6%
Wockhardt’s UK Based Step-down Subsidiary CP Pharmaceuticals Re-Slapped With A USFDA Warning Letter
Jubilant HollisterStier Recalls Misbranded Allergenic Extract
Amerisource Health Services Recalls 40 Lakh Antidepressant Tablets Manufactured By Cadila Healthcare
Cipla Makes $15 Million Profit By Selling Stake in Chase Pharmaceuticals, Could Make $146M More
Strides Acquires PediaCare®From Moberg Pharma For US $5 Million
Aurobindo Pharma’s Arrow Generiques To Acquire Select Assets From Teva
TNPL Revenue Growth at 22%, Despite Lower Volumes
Ahluwalia Contracts, IDFC Bank, Glaxosmithkline & Hindustan Petroleum Witness Big Deals
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