Here are the most clicked items on Alpha Ideas this week:
Pre IPO : HDFC Securities Ltd (AI)
Shout Out: Deepak Kapur on Valuations (AI)
Realty investors find it tough to resell homes (Mint)
The story of Mankind Pharma (ET)
Chalti Ka Naam Gaadi (AI)
The turnaround of Tata Motors (Rediff)
Book Review: Microcap Magic (AI)
The 3-pronged realty strategy of Piramals (Forbes)
Large Bonuses at MFs (BS)
Mega Trend: Indian Equity Brokerage Industry (AI)
Some off beat reads for the weekend:
Israel & Iran headed for war in Syria (Atlantic)
The demise of the nation state (Rana Dasgupta)
Target : Journalist (Intercept)
How Netherlands feeds the world (NatGeo)
Hindutva politics in Dakshsina Kannada (Open)
The murder that shook Iceland (Guardian)
Rohingyas Vs Bangladeshis (Caravan)
Did drinking give me breast cancer? (Mother Jones)
A new face of Piyush Goyal (Gossip Guru)
Lalu’s chickens (Media Crooks)
7 lesser known facts about Dr. Babasaheb Ambedkar (HP)
Calcutta Food Trail (Nat Geo)
4 Types of Momsplains (Arre)
On wasting time in Clubs (J Mathrubootham)
Road Trip: AP & Telangana (TeamBHP)
HDFC Securities , owned by HDFC Bank , is one of India’s largest brokerage companies.
It’s last Annual Report of 2016-17 can be downloaded from here
It’s latest results for FY2018 can be viewed here
A very limited quantity of its shares are on offer for sale.
Kindly note that you need a NSDL demat account to avail this offer.
For those interested,please email me at Alpha Ideas
Source: JM Research
Some stuff I am reading today morning:
A bleak future awaits foreign funds with India link (Rediff)
Interview with Samir Arora (ET)
The legality of SGX’s Nifty move (Mint)
How Air India disinvestment is unfolding (BS)
‘Self Trade’ manipulation back on SEBI radar (BL)
Regional Brand: Sagar Ratna (OB)
Buffett on leverage and Donald Trump (CNBC)
Will the S&P 500 break down? (TRB)
The evolution of moat analysis (Intrinsic Investing)
Yale: We crush stock indexes (Institutional Investor)