Categories
Exchange Filings

Googly from ICRA

Source: Exchange Filings of ICRA Ltd

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MegaTrends

Mega Trend: India’s Media & Entertainment Industry

Source: May 2019 Investor Presentation of Shemaroo Entertainment Ltd

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Excerpts

Valuations Perspective

Source: ICICI Prudential Mutual Fund
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Links

Linkfest: 01 July, 2019

Some stuff I am reading today morning:

Reliance Capital postpones results indeterminately (NSE)

PWC resigns as auditors for Eveready Industries (MC)

DHFL lenders to meet today (BL)

Modi to announce GST 2.0 today (ET)

JSW Steel acquires stressed ACCL (BT)

Indian Mutual Fund Platforms in trouble (Naked Beta)

Latest Post Office Small Savings Schemes (Basu Nivesh)

Unlimited Upside (Michael Batnick)

Once upon a time in Tech (Seeking Alpha)

Despite G20, Mistrust & Disputes persist between US & China (SCMP)

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TopClicks

Top Clicks on Alpha Ideas This Week

Here are the most clicked items on Alpha Ideas this week:

SBI’s Greatest Chairman (AI)

Indiamart IPO: Connecting Sellers & S***ers (AI)

Britannia : Not a Good Day (AI)

What a difference a decade makes (AI)

The India Life Insurance Opportunity (AI)

Aditya Birla AMC’s Dear Investor Letter (AI)

Notes from ValuePickr Chintan Baithak 2019 (VP)

AIF, PMS or MF? (Subramoney)

Lodha in trouble (BS)

How to avoid fraud & fragile companies (AI)