Mudar Patherya

Market Mind: Some interesting stories

Somany Ceramics' 2017-18 has been a washout of a year due to GST. This intrigued; most companies had got over the GST-induced destocking pains by the second quarter

Show stoppers of Q3: BEPL, Tata Sponge Iron, Sterlite Tech, and more

Sterlite Technologies is one of India's largest manufacturer of optic fibre cables and structured data cables makes for an attractive proxy of a digitising India

The September quarter outperformers

If you think the power sector theme is passe, welcome to Torrent Power, the outlier

A fund manager's dilemma

Recent MF inflows through the SIP route have been staggering

Kesar Petroproducts can brighten your portfolio

Kesar commissioned a 300-tpm beta facility in eight months, against a benchmark of 18 months

The Q4 show-stoppers

Pathreya lists some of the absolute gambles that can bring some excitement into dreary lives

7 eye-catching stocks

Ebidta for the last four quarters increased from Rs 26 cr to Rs 27.4 cr to Rs 29 cr to Rs 37 cr

Where's the slowdown

Some companies surpassed economic sluggishness and the demonetisation-induced slowdown

JK Paper: A bright spot in a forgotten industry

Leading Indian paper firms posted an annualised Ebitda of around Rs 520 cr in Q3 of FY17

Manaksia Industries: A new story

There are a number of reasons why I like this company

West Coast Paper to Sandur Manganese: Four small-caps to bet on

Sandur Manganese, Kaveri Seed Company, West Coast Paper and Electrosteel Castings

Seven reasons why SpiceJet is a mispriced opportunity

Based on relevant annualisation, the company is possibly selling at a single-digit discounting

Balrampur Chini not simply another commodity play

Why would a company in a cash-hungry sector announce a buy-back?

Demonetisation: India at an inflection point

The demonetisation achieved what governments struggled to achieve for decades

Two potential re-rating plays

This column is dedicated to two companies with interesting possibilities

Four small-caps to watch

Calculated guesses, taking a position on what the future could hold

Undervalued stocks

The parade of some of the most interesting first-quarter corporate performances continues

Five stocks that stood out in Q1

Salaam to these underdogs

I am writing this column as a salaam to all those companies that made me spill tea on my kurta while I was reading their first quarter results a few days ago

Hidden gems