Categories
Links

Linkfest: August 18, 2017

Some stuff I am reading today morning:

Cracking down on ‘black money’ (Reuters)

I-T department plans to pursue property holders (ET)

Guptas Vs Banks (Bloomberg)

When will the financial repression end? (Tamal)

Stock Talk: Tata Global Beverages (RJ)

Have recent buybacks helped shareholders? (Quint)

Is it happy times again for Indian markets? (Prashanth)

When to sell an investment property? (Financial Samurai)

The next Quant meltdown (Climateer)

7 Strategies for investing at market peaks (Bloomberg)

Categories
Banks

Hammam mein sab NPA hai

Source: WhatsApp Forward

Categories
Excerpts

Kotak: Forgive us, we know not what we do

Source: Kotak Institutional Research Report

The Indian market (Nifty-50 Index basis) is trading at 21X FY2018E ‘EPS’ (free-float basis) and 17X FY2019E ‘EPS’.

Note that we project a very strong recovery in earnings in FY2019 after flat net profits in FY2018.

However, we have limited confidence in our FY2019E estimates given (1) little evidence of a strong turnaround in the economy, which can drive volume growth and (2) high margin and profitability assumptions in several sectors, which may be at risk.

Categories
Chart

Suzlon presents Charts in Urdu Style

Source: Safal Niveshak

Funny to see charts presented from right to left.

Categories
CoatTailing

Portfolio of Atim Kabra

This post is in continuation of my coat tailing series (see here)

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Atim Kabra is a well known investor in the Indian equity markets.

His significant portfolio holdings as on 30 June,2017 as per stock exchanges is as given below:

Company Name NSE Symbol/BSE Code Entity % Value (In Crores)
Alfa Transformers Ltd 517546 ATIM KABRA 2.88 0.62
Astra Microwave Products Ltd ASTRAMICRO ATIM KABRA 3.89 42.41
Emmsons International Ltd 532038 ATIM KABRA 1 0.06
Premier Explosives Ltd PREMEXPLN ATIM KABRA 3.5 17.36
SB T International Ltd 532038 ATIM KABRA 1.36 0.04
United Interactive Ltd 502893 ATIM KABRA 2.06 0.09
Zicom Electronic Security Systems Ltd ZICOM ATIM KABRA 2.52 2.08