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

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IPO Failure : Samvardhana Motherson Finance Ltd issue closed today with just a shade over 23% subscription…BRLMs Standard Chartered Securities and J P Morgan India and Selling Shareholders decide not to proceed with the Issue

1 Comment / Automobiles, Controversies, Holding Companies, Interesting News Sightings, Investing Approaches, Investing Themes, INVESTOR MISTAKES, IPOs, Reflections, Sectors, Sensex, STOCKS, VALUATION / By

The Idea of this Blogpost is not to rub salt on the wounds but to again expose the twins Greed and Fear that characterize our markets …either the two BRLMs grossly overestimated their own ability or they grossly underestimated the intelligence of Investors or both ! IPO of Samvardhana Motherson Finance Issue closed today grossly …

IPO Failure : Samvardhana Motherson Finance Ltd issue closed today with just a shade over 23% subscription…BRLMs Standard Chartered Securities and J P Morgan India and Selling Shareholders decide not to proceed with the Issue Read More »

Performance of the BSE Sector Indices in 2011/12 and to date is quite Interesting

3 Comments / Automobiles, Banking, Engineering, Entertainment, Financing, FMCG, Gold Jewellery, Healthcare, Information Technology, Infrastructure, Inspiring and Motivating, Investing Approaches, Investing Themes, INVESTOR MISTAKES, Media, Mineral Resources, Nuclear Power, Oil & Gas Exploration, Pharmaceuticals, Power, Power Ancilliary, Real Estate, Refining & Petrochemicals, Reflections, Retail, Sectors, Steel, STOCKS, Telecom, VALUATION / By

Performance of the BSE Sector Indices in 2011/12  and to date is quite Interesting ….What provoked this post is Sameer’s counter argument in my earlier post…he is bullish in the short term,citing the favourable upmoves in the Pharma,Cement and Auto Sectors…I’m looking at the Bigger Picture and I’m not so excited really as Macros are …

Performance of the BSE Sector Indices in 2011/12 and to date is quite Interesting Read More »

Warm & Nostalgic Weekend….Daughter awarded prize for being the best allrounder of the school…@ 35 years ago,Wife and I had been awarded the Cadburys Award for this too

4 Comments / Inspiring and Motivating, Investing Themes, Reflections / By

Warm & Nostalgic Weekend…. Began with a Lovely and Lively Friday Night Reception,Cocktails,Dinner  and Dance to celebrate the Wedding of the Son of Close Friends   …..and Saturday was nostalgic …@ 35 years ago,while in ICSE Std X in 1976 ~ me and in 1977 ~wife  were awarded the Cadburys Award for being the Best Allrounder of the school…yesterday,as proud parents, …

Warm & Nostalgic Weekend….Daughter awarded prize for being the best allrounder of the school…@ 35 years ago,Wife and I had been awarded the Cadburys Award for this too Read More »

Jubilant Industries @ Rs 290 reaches target set in March 2011 last year…up 70% + from Rs 171 when recommended strongly last year in March…while Sensex drops 5%…Bottom Up for Alphas…Pointless to concentrate Mind and Money Resources on Indices

8 Comments / Agriculture, Chemicals, Crop Protection Chemicals, Derivatives Strategies, Inspiring and Motivating, Investing Approaches, Investing Themes, INVESTOR MISTAKES, Nifty, Reflections, Sensex, STOCKS, VALUATION / By

Being saying this for a while now….Bottom Up as Top Down may not produce strong returns in the short term….this is being indicated even now….be Stock Specific,rather than bet on Indices…keep a longer term perspective…You begin with Rs One Lakh and whore it technically or fundamentally on the bourses every single day,churning trades in and out …

Jubilant Industries @ Rs 290 reaches target set in March 2011 last year…up 70% + from Rs 171 when recommended strongly last year in March…while Sensex drops 5%…Bottom Up for Alphas…Pointless to concentrate Mind and Money Resources on Indices Read More »

PETRONET LNG @ Rs 162…this is the Company I was referrring to, Anand,Rohit and Kishor

2 Comments / Inspiring and Motivating, Interesting News Sightings, Investing Themes, IPOs, Oil & Gas Exploration, Refining & Petrochemicals, Reflections, Sectors, STOCKS, VALUATION / By

Hi Anand,Rohit and Kishor…..I was’nt referring to Essar Oil in the earlier Blog….the Company that I have in mind is PETRONET LNG @ Rs 162…It’s IPO was in early 2004 at Rs 15 and got listed at Rs 16.50…at the time the then MD and CEO ,Mr Mathur and Director Finance,Mr Dasgupta has asserted strongly …

PETRONET LNG @ Rs 162…this is the Company I was referrring to, Anand,Rohit and Kishor Read More »

“What Indian stocks should we be buying or selling ?”

3 Comments / Foreign Institutional Investors, Global Economic Crisis, Interesting News Sightings, Investing Approaches, Investing Themes, INVESTOR MISTAKES, Nifty, Oil & Gas Exploration, Refining & Petrochemicals, Reflections, Sectors, Sensex, STOCKS, Union Budget 2012/13, When the Heart Explodes through the helpless Mind / By

“What stocks should we be buying or selling ?”  Have been queried this more often in the past month or two, especially after 2012 opened with a bang and Sensex and Nifty began their 2012 Journey as if to conquer new peaks soon as record FII Inflows packed a punch !  Overnight,as in any Bull run,the …

“What Indian stocks should we be buying or selling ?” Read More »

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