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Calamity Drought and you yet want the Sensex to continue to Celebrate !?

4 Comments / Broker Index Forecasts, Controversies, Interesting News Sightings, Investing Themes, INVESTOR MISTAKES, IPOs, Reflections, Sensex, STOCKS, VALUATION / By

So it’s finally Out…it’s a drought…the short term Monsoon,rather the lack of it, trigger begins to impact the Sensex….I had warned about this on June 24,2009……Click on  Monsoon Fears fuel Sensex Fears Liquidity and Momentum and Pacifying,Assertive and Assuring Government and Experts Voices in India and overseas had kept our Sensex on track for new recent highs…Irrational…given the …

Calamity Drought and you yet want the Sensex to continue to Celebrate !? Read More »

Sesa Goa sinks 10% to Rs 228 as Government finally announces Higher Mining Royalty…Worried ?

5 Comments / Controversies, Interesting News Sightings, Investing Themes, Mineral Resources, Reflections, STOCKS, VALUATION / By

This Blog Piece is to address the responses of Madhu and P P Jain…welcome Jain…this is the first time you’ve taken the trouble to respond The New Mining Royalty Policy……It was awaiting Ministerial Approval………10% Mining Royalty on Market Prices before Freight…a move away from a Flat Rate based on Weight Today,the Ministry finally went by the …

Sesa Goa sinks 10% to Rs 228 as Government finally announces Higher Mining Royalty…Worried ? Read More »

NHPC IPO at Top End of Rs 36…It’s a tradeoff of your Greed and that of the Government !

5 Comments / Controversies, Interesting News Sightings, Investing Themes, INVESTOR MISTAKES, IPOs, Power, Reflections, STOCKS, VALUATION / By

The NHPC IPO : Market Hype and Seduction The Market is in Love with the Power Sector Even at Top end of Rs 36 of NHPC’s IPO Pricing Range,  the current grey market premium of Rs 8-Rs 10 is indicating listing gains….The Issue opened this morning and has crossed 3 times oversubscription till afternoon…so clearly the market …

NHPC IPO at Top End of Rs 36…It’s a tradeoff of your Greed and that of the Government ! Read More »

Sensex at 16000…looks Expensive….but not if you’re looking 2 to 3 years Forward

1 Comment / Broker Index Forecasts, Foreign Institutional Investors, Interesting News Sightings, Investing Themes, Reflections, Sensex, VALUATION / By

Sigh !…..”I should have got in at 8000 and 9000 and 10000 !” in March and April,just a few months ago !” This is the refrain of most with the Sensex doubling to 16000 in just five months !…one of the quickest rises in the history of the Sensex Most lost a great chance of …

Sensex at 16000…looks Expensive….but not if you’re looking 2 to 3 years Forward Read More »

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 »

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 »

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