A Lion’s eye on the Bulls and Bears
“In India, companies may fall sick, but promoters rarely do!”
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 …
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 …
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 »
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 …
From our Stock Watch of over 300 Scrips these 16 are our Stock Select releases or re-releases on May 4,2009 for as Portfolio Ideas…These are based on Fundamentals and the idea of putting them on this Blog is to assert that even if you were anti-equity and ignored the March 2009 Lows and Sensex of 8000,you could …
Sensex Beating Stock Select Portfolio Performance in under Three months Read More »
Just saw Live Coverage on TV of Anil Ambani addressing his ‘Share Owners’ at the Reliance Capital AGM this morning Imagine a serious looking Gentleman presenting some very good looking Group and Company and Business Potential Statistics in a dull,monotone…that’s what I felt Anil Ambani was doing this morning Dressed in a Black Suit and even …