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

123 ArticlesChetan Chhabria

2 / 13

CAMS IPO: Should you invest?

Computer Age Management Services Limited (CAMS) has filed DRHP with the SEBI for its upcoming IPO. We take a look to see if one should ...
CAMS-IPO.jpg

Do Basmati Stocks Offer Value

The Basamti business is a commodity business, however listed companies in this space have decent ROE's. The results of the latest quarter have been good for ...
Featured-Image-17.jpg

The Happiest Minds IPO: Should you invest?

Happiest Mind Technologies, a IT service company based out of Bangalore is expected to hit the markets this September.  The company is positioned as "Born ...
Featured-Image-12.jpg

A Deeper Look at the Indian Steel Pipe Industry

The steel pipe industry is at an interesting juncture, large investments have been planned in the oil & gas, petrochemicals, water, infrastructure sectors. ...
Featured-Image-9-1.jpg

A Deeper Look at the Indian Plastic Pipe Industry

The Indian plastic pipe industry is estimated to be Rs 29,000- 30,000 Cr, 60-65% of the market is with the organized players. In this post we look at why the ...
Twitter-Image.jpg

Taking Stock: A Deeper Look at Marico

All of us at certain point of time have used products of Marico - Parachute, Saffola, Nihar and Set Wet to name a few. Parachute is a houshold name and has ...
Twitter.jpg

Taking Stock: A Deeper Look at Dr. Lal Pathlabs

The domestic diagnostics market is fragmented and highly competitive. The market leader has a share of 4-5% of the market. Dr. Lal Pathlabs has a strong ...
Featured-Image-1-1.jpg

Q4FY20 Earnings Report: Results in the Long Term MultiCap Portfolio

In this post we look at the results of a pipe company in our portfolio. The company is moving towards lightning its balance sheet and has made moves in the ...
Earnings-Report.jpg

Q4FY20 Earnings Report: Results in the Long Term MultiCap Portfolio

This company in our portfolio is from the chemical industry. It is run by technocrats and has a well diversified portfolio. It has 100+ product portfolio and ...
Earnings-Report-1.jpg

Q4FY20 Earnings Report: Results in the Long Term MultiCap Portfolio

The global OHT market is estimated to be $12 Billion. This company in our portfolio has a global market share of 8% in agricultural tyres and 2-3% in the OTR ...
Earnings-Report-1.jpg