Mobis Philipose, Livemint

Mobis Philipose


Contact Mobis

Discover and connect with journalists and influencers around the world, save time on email research, monitor the news, and more.

Start free trial

  • Unknown
  • Livemint

Past articles by Mobis:

Should Zomato be spared the burden of quarterly financial filings?

Perhaps Sebi should consider a separate set of rules for firms where investors have a very long-term vision → Read More

TCS pours cold water on investor hopes

Investors are betting on high growth in FY22 after covid flattened the growth curve in FY21.However, TCS has disappointed on growth in Q1, as revenues grew only 2.4% sequentially → Read More

RIL versus TCS: Which blue chip fared better over last 15 years?

If Reliance’s new bets keep striking gold, the returns data for the next 15 years could look very different → Read More

Reliance Jio is closing the gap with Bharti Airtel

Airtel beat market leader Reliance in terms of wireless subscriber additions in FY21.Airtel’s Q4 results suggest a higher than expected pressure on realizations and profit margins → Read More

IT recovery graph mirrors that from an earlier crisis. Can it sustain?

For India’s IT services industry, the initial impact of covid and the recovery since has been almost identical to the impact during the global financial crisis (GFC) → Read More

Large brokers like Zerodha and Upstox need to make greater disclosures

With a pre-tax profit of nearly ₹600 crore in fiscal 2020 and a 2.5 times jump in clients since the outbreak of covid, the firm doesn’t need the funds either.Yet, while fundraising or an initial public offering (IPO) may not be on its agenda, Zerodha has grown to a very large scale of operations → Read More

Blackstone joins Baring in wait to exit profitable India IT investment

Blackstone, evidently, wants to make the most of the momentum at Mphasis, where growth rates in the core business have far surpassed those of peers. In other words, in contrast to the discount it got when it purchased the stake, it is looking to exit at a premium → Read More

Why investors should take Nomura’s buy call on Happiest Minds with doses of salt

Given that valuations are at a significant premium to much larger and more diversified firms, investors looking for high returns from current levels should be prepared for an unhappy outcome → Read More

What Indigo Paints and GameStop have in common

Much like GameStop, Indigo Paints has ceased to be a mere paints stock. Its shares are rising only because it got the necessary support from the markets ecosystem, which pushed it as a great IPO, to be bought at any cost. → Read More

A brief history of short squeezes before GameStop

r/wallstreetbets might be the star of the moment, but they walk in the footsteps of legends. Here are some fascinating short squeezes featuring Piggly Wiggly, VW, Tesla and RIL → Read More

How some rookie traders outfoxed top hedge funds

GameStop shares have literally headed to the moon, rising 1,200% this year, on the back of coordinated buying by the 2.7 million-strong r/WallStreetBets group on Reddit. In the process, hedge funds such as Melvin Capital, Citron Capital have borne heavy losses. Mint explains. → Read More

Bellwether tag still some way off for Infosys

Infosys’s market share losses vis-a-vis TCS stopped ever since its founders vacated the CEO chair in 2015, and in the past two years, it has even gained market share at the expense of TCS → Read More

RIL’s dominance is reason behind $200 bn valuation

Recent deals have further strengthened the view that it will leave others far behind.Investors are ascribing an ‘option’ value to emerging biz such as JioMart and a super app → Read More

Happiest Minds IPO is in a state of bliss, thanks to retail frenzy for shares

The number of demat accounts has risen sharply, signifying that more retail investors are trying their hand at direct investing.The high levels of interest in the Happiest Minds further confirms this trend, and in fact raises questions if the retail frenzy is near its peak → Read More

AGR ruling gives Vodafone Idea a shot at survival; but painful journey ahead

It’s clear that Vodafone Idea will need a healthy dose of equity infusion as well as tariff hikes to continue as a going concern. It will also need some help from the government in terms of a further deferment of spectrum liabilities → Read More

As India’s GDP contracts sharply in Q1, other indicators show more pain ahead

Most indicators have shown that the initial improvement in June has tapered off in July.Many businesses are now indicating pent-up demand slowly fizzling out, so it remains to be seen how data for the coming months turns out → Read More

Momentum investing is having its best time in India since 2008 crisis

The Nifty Alpha 50 index has ended up outperforming the broad market by nearly 30% this year.The Alpha 50 index has stocks which have generated the highest alpha in the recent past → Read More

Jio-Google affordable phone to play spoilsport in Airtel’s tariff hike plan

While it can be argued that the affordable smartphone segment may use a differentiated tariff strategy, there is always the risk of customers downtrading → Read More

Airtel’s June quarter results show its world is flat post-covid

Flat revenues are a good sign. Despite the hefty tariff hikes in December, and the impact on incomes due to the pandemic, consumers haven’t gone down the downtrading path → Read More

HCL Technologies’ Q1 results show Infosys likely to be an outlier in FY21

Revenues in dollar terms dropped 7.4% at HCL sequentially in the June quarter, even higher than the 7.1% drop at TCS. Infosys had reported a 2.4% decline in dollar revenue. But margins were better-than-expected → Read More