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A Lion’s eye on the Bulls and Bears

“In India, companies may fall sick, but promoters rarely do!”

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July 2009

Sensex soars while the Aviation Sector continues Diving…Could open out opportunities

1 Comment / Aviation, Controversies, Interesting News Sightings, Investing Themes, INVESTOR MISTAKES, Reflections, Sectors, Sensex, STOCKS, VALUATION / By

August 18,2009…Private Airlines,members of FIA,have just announced that will not operate nationwide services on this Day…only for the Day…but could even be indefinitely if there is no positive response from the government This announcement comes on a day when the Sensex has reached the highest level in fourteen months …15670  The Aviation Sector is facing …

Sensex soars while the Aviation Sector continues Diving…Could open out opportunities Read More »

Traffic at a standstill in South Mumbai this Morning…New Era School Parents and Students lying on Hughes Road outside their School…I support them

20 Comments / Controversies, Corporate Governance, Interesting News Sightings, Reflections / By

What a Morning !…. Wife and I left residence at 9.30 am to go to Siddhi Vinayak Temple and St Anthony and Infant Jesus, like we do every Tuesday… we entered heavy Traffic on Peddar Road itself and right till Worli we saw the traffic piling up on the other side moving towards South Mumbai…. …

Traffic at a standstill in South Mumbai this Morning…New Era School Parents and Students lying on Hughes Road outside their School…I support them Read More »

When queried ” What is the Secret of Success?”, Greek Philosopher,Socrates actually demonstrated it !

Leave a Comment / Greek Philosophy, Reflections / By

A young man asked Socrates the secret of Success. Socrates told the young man to meet him near the river the next morning. They met. Socrates asked the young man to walk with him towards the river. When the water got up to their neck, Socrates took the young man by surprise and ducked him into the …

When queried ” What is the Secret of Success?”, Greek Philosopher,Socrates actually demonstrated it ! Read More »

IPO of Adani Power at top end Rs 100….Aggressive Pricing makes it an Aggressive Investment

12 Comments / Investing Themes, INVESTOR MISTAKES, IPOs, Power, Reflections, STOCKS, VALUATION / By

A few observations on the IPO of Adani Power (APL) At the Outset The Flavour of this Season’s Bullish Momentum is the Power Sector and APL’s IPO takes advantage of this by aggressively pricing in the Rs 90-Rs 100 band….Momentum should list APL in positive territory…Rs 110-Rs 120…Grey Market Premium is around Rs 10 and Application Financing …

IPO of Adani Power at top end Rs 100….Aggressive Pricing makes it an Aggressive Investment Read More »

Borrowing against Brands !…Interesting,but Risky area opening out !

2 Comments / Aviation, Blogs, Chuckle !, Controversies, Corporate Governance, Insider Trading, Interesting News Sightings, Investing Themes, INVESTOR MISTAKES, IPOs, Kingfisher Airlines ~ Machiavellian Mallyas, Reflections, Sectors, STOCKS, VALUATION, When the Heart Explodes through the helpless Mind / By

For Years ,Brand Valuation has been part of my sessions on Valuation of Equity at BSE and Other Forums….so it was with great Interest that I read the Economic Times Front Page atricle today on ‘Cos flash brands to raise cash’ Strapped for cash,Kingfisher Airlines has managed to Borrow from State Bank of India against …

Borrowing against Brands !…Interesting,but Risky area opening out ! Read More »

You got to be Stock Selective at 15500 Sensex Levels…Markets again beginning to run ahead of Fundamentals

2 Comments / Blogs, Broker Index Forecasts, Controversies, Corporate Governance, Interesting News Sightings, Investing Themes, INVESTOR MISTAKES, Reflections, Sensex, STOCKS, VALUATION / By

This is what I had blogged on October 27,2008 Some Pundits called Sensex of 12000 irrational…some saw irrationality at 10000…So what would they call 7500 ! ? …Begin to slide in now We saw the Sensex again collapse to 8000 levels in March 2009 after reviving from October end 2008 lows…Then we had the Elections and …

You got to be Stock Selective at 15500 Sensex Levels…Markets again beginning to run ahead of Fundamentals Read More »

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