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Chart

The Markets in Charts

Source:Mint

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Links

Linkfest: January 18,2018

Some stuff I am reading today morning:

Sensex crosses 35,000 as Govt moves to contain fiscal deficit (Mint)

Centre mulls 100% FDI in private banks (BS)

SEBI to limit retail participation in F&O market (MC)

GST rates of 70 more items likely to be cut (Rediff)

How Mohan Bros planning to take back Old Monk to its iconic status (ET)

Interview with S Naren (Morningstar)

RITES files IPO papers with SEBI (BL)

Ruia family may have found a way to bid for Essar Steel (Quint)

Silly SEBI statutes (Amit)

On Portfolio Sizing (Abhishek Basumallick )

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Plug

Pre IPO: Suryoday Bank

Suryoday Bank is Small Finance Bank backed by HDFC,IDFC,IFC,Gaja Capital and TVS Shriram (the same folks who backed RBL Bank)

It’s IPO is expected in 2020 and is expected to do a rights issue soon.

It’s financials can be obtained from here.

A very limited quantity of its shares are on offer for sale.

For those interested,please email me at Alpha Ideas

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Links

Linkfest: January 17, 2018

Some stuff I am reading today morning:

Smallcaps/Midcaps collapse post Uday Kotak’s warning (BL)

Patanjali plans to overtake HUL by next year (ET)

Federal Bank-Near term weakness an opportunity? (MC)

Interview with Charandeep Singh, Girik Capital (Morningstar)

Why Danone shut its Dairy arm in India (Quint)

Why foreign banks are going slow in India (Rediff)

Buy after 20x in a year (Amit)

Stock Talk: Scooters India (Gaurav)

The elements of entrepreneurship (Seth Godin)

The bubble that could break the world (DR)

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Excerpts

Lemon Tree Hotels : Bank has no reservations

Source: DRHP filings of LemonTree Hotels