GauravBlog Logo

A Lion’s eye on the Bulls and Bears

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

Gaurav's Blog

Categories

Investing Themes

I have an Issue…actually several…..with the SKS Microfinance Issue !….Intentions may be Noble but Actions are Profit Motivated and not singularly Selfless !

7 Comments / Banking, Controversies, Corporate Governance, Financial & Stock Exchanges, Investing Themes, INVESTOR MISTAKES, IPOs, Reflections, Sectors, STOCKS, VALUATION / By

I have two Primary Issues…and several related ones….. with this SKS Microfinance Primary Issue Microfinance Industry emerged to alleviate Poverty by providing access of basic financial services like Loans and microinsurance to the poor…..I am frowning at this attempt to commercialise this Industry through an IPO at such a High Premium I am not going to contribute …

I have an Issue…actually several…..with the SKS Microfinance Issue !….Intentions may be Noble but Actions are Profit Motivated and not singularly Selfless ! Read More »

Gati reaches Rs 86…..we reach target…what now?

1 Comment / Inspiring and Motivating, Interesting News Sightings, Investing Themes, Logistics, Reflections, Sectors, STOCKS, VALUATION / By

In December 2009 I had recommended Gati at Rs 58 as a SS 2 Scriptech Stock Select with a target of Rs 80 inside Twelve Months…..Gati closed today at Rs 86 + achieving  near 50% absolute returns inside eight months…what now?…….Significantly above average volumes indicate there is steam yet ahead and a price of Rs 100 …

Gati reaches Rs 86…..we reach target…what now? Read More »

China and USA…Two Alerting Perspectives…. by each for each…Residential Housing Bubble in China & Country Rating Downgrade for USA…and where will our Sensex head in the second half of 2010 ?

2 Comments / Controversies, Economy, Global Economic Crisis, Inspiring and Motivating, Interesting News Sightings, Investing Themes, Reflections, Sensex / By

China and USA…different political idealogies that makes for strange bedfellows….China deliberately keeps it’s Yuan low to benefit from exports to USA…get’s paid in US Dollars which it reinvests substantially in US Government Treasuries !..nearly US $ 900 billion of the US $ 2.3 Trillion Fx Reserves of China are invested in these Treasuries USA was …

China and USA…Two Alerting Perspectives…. by each for each…Residential Housing Bubble in China & Country Rating Downgrade for USA…and where will our Sensex head in the second half of 2010 ? Read More »

Sesa Goa declares stellar Q1 FY 11 Results… yet many`Experts’ say ‘Sell’ or ‘Don’t Buy’ at Rs 350… Why ?

Leave a Comment / Controversies, Corporate Governance, Foreign Institutional Investors, Insider Trading, Interesting News Sightings, Investing Themes, INVESTOR MISTAKES, Mineral Resources, Reflections, STOCKS, VALUATION / By

Expected this… a fabulous Q1 FY 11 for Sesa Goa… It’s best first quarter in history.. a consolidated net Profit of Rs 1302 crs giving an EPS of over Rs 15 on an Equity of Rs 85.97 crs (FV Rs1)… this was achieved due to higher Iron Ore Prices in the Quarter and good offtake …

Sesa Goa declares stellar Q1 FY 11 Results… yet many`Experts’ say ‘Sell’ or ‘Don’t Buy’ at Rs 350… Why ? Read More »

Just back from Impressive Gandhinagar……

Leave a Comment / Inspiring and Motivating, Investing Themes, Reflections / By

Just returned this morning from Gandhinagar, Gujarat… it’s the State capital and located on the banks of the river Sabarmati ….this was my second trip this month to this township… and this time I got to see some of it pretty well….. was visibly impressed…. can imagine how Gujarat has managed to attract top Industrialists …

Just back from Impressive Gandhinagar…… Read More »

Scroll to Top