Truemind Capital

JANUARY 16, 2024

Some of the fund managers continued discouraging flows in Mid & Small Cap stocks by either sounding cautious, dropping coverage, or stopping the inflows owing to frothy valuations in the space. Debt Market Insights: Fed’s dovish stance in the December policy meeting resulted in a surge in bond prices and consequently fall in yields.

Financial Market 52

Financial Market Marketing Marketing Asset Allocation 52

Trade Brains

NOVEMBER 24, 2023

Financial Year Revenue (Cr) Net Profit (Cr) 2022-23 281.46 2021-22 200.44 Financial Year OPM (%) NPM (%) 2022-23 40.86% 38.20% 2021-22 39% 43.44% 2020-21 33.28% 39.24% 2019-20 19.74% 15.61% 2018-19 18.85% 24.82% Average (5 Years) 30.34% 32.26% Return Ratios The company’s RoE was 22.50% in FY23, down from 27.04% in FY22, a 16.8%

Planning 69

Planning B2C B2B Pharmaceutical 69

Trade Brains

SEPTEMBER 27, 2023

One97 Communications was listed on 18 November 2021. The Company however trades at expensive valuations of 11x its Revenue. The Bank earns 64% from Interest it charges on advances, 18% from its other investments & 14% from Commission or brokerage. The issue size was the largest Initial Public Offering in India at the time.

Healthcare 59

Healthcare Banking Communication Government 59

Trade Brains

MARCH 1, 2024

2021 ₹653.87 ₹68.59 Fiscal Year Operating Profit Margin (%) Net Profit Margin (%) 2023 11.24% 3.61% 2022 15.98% 7.84% 2021 22.51% 10.66% 2020 15.94% 6.82% 2019 11.56% 4.67% 5 Year Average 15.45% 6.72% Return Ratios Genus Power Infrastructure reported an ROE of 3.06% in FY23, halving its FY22 ROE from 6.27% in FY22. Market Cap (Cr.)

Planning 59

Planning Manufacturing Distribution Government 59

Trade Brains

NOVEMBER 30, 2023

Best NBFC Stocks in India : Non-Banking Financial Institutions or NBFCs for short are Companies that almost function like a bank. They are free to lend to the public as well as borrow from the financial markets. In 2021, SBI Cards launched AURUM in the super-premium segment, to target Ultra High Net worth customers.

Financial Services 105

Financial Services Banking Assets Management 105

The Big Picture

FEBRUARY 20, 2024

I was their, the regulatory comm, JP Morgan at the time had one regulatory commiss. You know, a lot, lot of things we were focused on at the time was trying to provide support to financial markets. Not only were they late to start tightening in, in 2001, they they 2021, they were late to recognize inflation peaked in 22.

Economy 143

Economy Banking Marketing Marketing 143