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Observations

Galaxy Surfactants : From Pre IPO to IPO

Today was the analyst conference of Galaxy Surfactants.

Delighted to see another one of the unlisted babies hatching.

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Observations

The only data you need to know as 2017 ends

Source: Amit Kumar Gupta

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Observations

Ind-Swift Labs: What new has happened?

Amusing reply by Ind-Swift Labs to Bombay Stock Exchange which sought an explanation for unusual increase in stock price of the Company.

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Observations

GNFC Shareholders: Time for caution?

GNFC is the largest producer of Toulene Di-Isocyanate (TDI) in India with a production capacity of 65,000 tonnes per annum

As TDI prices have soared, so has the Company’s revenues and profits resulting in the stock price increasing by 5x in the last two years.

Conversely,consumers of TDI have borne the brunt of the price increase.

Now as the conference call transcripts of Sheela Foam indicates, a relief for them is around the corner.

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Observations

SEBI as a Mutual Fund Risk Factor

Hat Tip: Deepak Kapur

From SEBI (Prohibition of Insider Trading) Regulations,2015

If SEBI were to actually implement this, most of Dalal Street’s finest-including MF Fund Managers,PMS Managers,Research Analysts etc-will be behind bars.