Source: Annual Report 2017-18 of Ballarpur Industries Ltd
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FMCG Stocks: Great Expectations
Source: CLSA Research
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Chart: India’s OTT Landscape
Source: Morgan Stanley Research
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Linkfest: 10 September,2018
Some stuff I am reading today morning:
ICRA downgrades IL&FS to junk status (BS)
IL&FS Default- Impact on MFs (The MF Guy)
SEBI does U-Turn on FPI norms (BL)
Rupee: Flat on it’s Back (OB)
RBI has a solution to the Air India problem (ET)
Lights dim at Varroc (Mint)
Has the Ruia family finally lost Essar Steel (BQ)
Stock Analysis: Harita Seating (Valuation In Motion)
The shadow side of Greatness (Entrepreneur)
A fantastic talk on Real Estate Investing (Bruce Flatt)
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Top Clicks on Alpha Ideas This Week
Here are the most clicked items on Alpha Ideas this week:
Paytm: Mind boggling wealth creation (AI)
Why the market hates Balkrishna Industries’ capex plans (AI)
On HDFC Bank (Gordon DSouza)
Saurabh Mukherjea’s stock picks (RJ)
Samir Arora Ko Gussa Kyon Aaya (AI)
Mega Trend: India’s mattress industry (AI)
How to retire in your 30s with $1 Million in the Bank (Mint)
Portfolio of Shyam Sekhar (AI)
Cyclical Compounders (AI)
SME Stars Meet (AI)