Categories
Links

Linkfest: 16 April, 2019

Some stuff I am reading today morning:

Polycab India to list today (ET)

India Post now biggest loss making PSU (MC)

Asia’s tech champions zero in on banking (Reuters)

Stock Analysis: Kokuyo Camlin (Dr. Vijay Malik)

Stock Analysis: Godrej Consumer Products (ViM)

Stock Talk: Hyderabad Industries (Big Investor)

Sectoral Charts: Auto (Nooresh)

Interview with Michael Batnick (AM)

Uber’s coming out party (Aswath Damodaran)

Generating alpha using the Cash Conversion Cycle (AA)

Categories
Observations

Sentiment Indicator

Sarkaari Companies hitting the UC is a good sentiment indicator

Categories
Chart

Contributors to Nifty EPS Growth

Source: Credit Suisse Research
Categories
Chart

India Consumer: What’s Priced In?

Source: Morgan Stanley Research
Categories
Links

Linkfest: 15 April, 2019

Some stuff I am reading today morning:

Metropolis Healthcare to debut today (MC)

FPIs stay bullish on Indian markets (BS)

JSPL Vs Jagatramka (BL)

Thoughts on the FMP Fiasco (MF Critic)

FMP & debt markets (Subramoney)

SME IPOs : The dark underbelly of Indian Stock Market (Finception)

10 Learnings from acquiring Satyam (C P Gurnani)

Annual Letter to shareholders (Vallum Capital)

Why David Swensen is the Roger Federer of investing (II)

Exercise makes you happier than money (Business Insider)