Analyst Corner
259 articles
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November 2019: MoneyWorks4me Outlook
Nifty Total Return Index (Nifty including dividends) earned ~12% Year to date Nov’19 and ~15% CAGR in the last 3 years from demonetization lows.
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Ujjivan Small Finance Bank IPO Review: Risky business model; Only for aggressive
Proceeds of the offer will be going towards augmenting the Bank’s Tier – 1 capital base to meet future capital requirements.
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CSB Bank IPO Review – Risky; Avoid
Proceeds of the offer will be going to existing shareholders. The company gets no funds from the IPO.
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Bharti Airtel: Quarterly Result update; Retain BUY
Results: Bharti Airtel reported Rs. 23,000 Cr in loss due to the exceptional item (~30,000 Cr) of Annual Gross Revenue (AGR) Fees as described in our previous note.
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October 2019: MoneyWorks4me Outlook
Nifty Total Return Index (Nifty including dividends) earned ~10% Year to date Oct 31 st, 2019 and ~12.3% CAGR in the last 3 years.
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September 2019: MoneyWorks4me Outlook
This month saw very volatile movements in equity. Hon. Finance minister announced bumper reform of lower corporate tax for large companies and for new manufacturing plants. This led to steep climb in…
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IRCTC IPO
The proceeds of the offer will be received by the government of India. Proceeds of the offer will not be received.
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August 2019: MoneyWorks4me Outlook
Nifty Total Return Index (Nifty including dividends) earned ~2.5% Year to date 2019 and ~9% CAGR in the last 3 years.
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Answers to doubts and fears that prevent you from investing now when prices are attractive!
What is the government doing to contain the issues? Is Auto Slowdown very severe? Why has equity not delivered good returns yet?
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July 2019: MoneyWorks4me Outlook
We do not believe every crisis leads to a 2008 kind of crash. Equity is volatile and still generates the highest returns versus other asset classes.
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Union Budget 2019: Overview
In our special research report Explosive returns Portfolio 2.0 – Stocks to own under Modi 2.0 we had written that many analysts who are speculating big bang reforms are up for disappointment.
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June 2019: MoneyWorks4me Outlook
Nifty Total Return Index (Nifty including dividends) earned 9.4% Year to date 2019 and ~14% CAGR in last 3 years.
