- Wealth PMS (50L+)
A crisp update on all that’s happened at Capitalmind this week – Saturday Coffee with Capitalmind. ☕️
But first, let’s get a weekly overview of the markets –
RBI Swag: Buying bonds worth 1,000,000,000,000 to calm things down 😎
If you counted the zeroes and gave up – the above number is 1 lac crore (or a trillion). However, RBI continues to maintain interest rates where they are, because of a complicated argument involving inflation and rates and yields and what not.
Don’t worry, we’ll de-clutter this for you.
Stock Story: Spotted on our radar!
So here is a company –
All these above factors get us interested in analyzing a small-cap stock that has the potential to grow. But, is it worth investing in now?
[Premium Only] Read: Elantas Beck: India’s leading wire enamel manufacturer on cusp of a CAPEX cycle
This turbulence doesn’t seem to go away!
In November 2020, we wrote about the rising share prices of IndiGo and the downsides that were overlooked by investors. [What’s the Story with IndiGo Valuations Flying High?]
Since then, its shares have fallen by ~5% while the market has risen ~8%.
Now, we discuss the recent trends related to passenger traffic and ticket prices in the airline industry and their impact on IndiGo.
On some days – the trend is not your friend.
After an almost perpetually trending 2020, the month of March’21 hit us like a hail storm. Making us wonder if it’s even worth our time trading trend following strategies like Chase. Thankfully, we had accumulated enough returns from last year to account for this drawdown. So it hurts a little less.
Our 1500+ member community chips in to analyze a stock. Every Week.
In our “House view” series, we publish summaries of discussions on the Capitalmind slack forum. This one is about Kovai Medical Center and Hospital (KMCH), one of the efficiently run multi-specialty hospitals in the country.
This time it’s different?
Lodha developers are looking to raise 2500 Cr from the secondary market & this isn’t the first time.
Will it be the third time lucky? Read: Lodha Developers IPO: Should you invest?
Slaying it on slack
Links we like
In this section, we bring you interesting links from across the internet
That’s all folks 🤘
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