Coal India Ltd: Despite Strong Operating Performance in August/September, Structural Concerns Remain
As we had expected (Please refer Short Term “Buy Trade” Opportunity in Coal India Ltd), Coal India Ltd (COAL IN) has reported solid operating...
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Coal India's Capex Plans and Why PSUs Struggle with Optimal Resource Allocation Decisions?
In India, the Government owned companies (PSUs) usually take sub-optimal capital allocation decisions. There are several instances when capital...
261 Views
India's Thermal Coal Imports Continue to Fall: The Implications of 20% YoY Decline
FY18 Coal imports by Indian power utilities have fallen 20% yoyIndian power utilities have imported around 23.2 million tonnes (MT) of thermal coal...
226 Views
Short Term "Buy Trade" Opportunity in Coal India Ltd
Coal India Ltd (COAL IN) usually reacts to monthly production numbersCoal India reports the monthly production and sales volume data in the first...
214 Views
India: CBI Filing Corruption Case Against L&T Is Serious Bad Publicity and The Big PSU Malaise
Interestingly, this may not be the most opportune time to talk about unpleasant things about Larsen & Toubro Ltd (LT IN) as the stock is up 8%...
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