Categories
InvestorPresentations

Dilip Buildcon: The Shrem Redemption

Source: Investor Presentation of Dilip Buildcon Ltd

Dilip Buildcon has sold 24 road assets for 1,600 Crores to the Shrem Group whose investing prowess is illustrated below:

Categories
Chart

Chart: EMs Steady Fall

Source: Jeroen Blokland

Categories
Chart

Chart: India Aviation Sector’s Tipping Point

Source: Quint

Categories
Links

Linkfest:05 July, 2018

Some stuff I am reading today morning:

Govt needs to sell stake of over 25,000 Cr by Aug 21 (Rediff)

In defense of Naren (Subramoney)

Why SEBI’s advice to ICICI Pru MF is troubling (Mobis)

Shriram Transport Finance tanks (BS)

Company Profile: Avendus Capital (Forbes)

What to do if you are holding Bitcoins in India (BQ)

Computation of tax on F&O trading (One Mint)

Your focus should be on risk, not reward (Fortune Financial)

Boring is good (Mullooly)

How markets work (Peter Lazaroff)

Categories
Observations

Kwality Ltd: Intense Anti-Climax

Source: Exchange Filings of Kwality Ltd

Somehow am reminded of this Shakespeare quote:

It’s a tale
Told by an idiot, full of sound and fury,
Signifying nothing.