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Sterlite Tech upwardly mobile @ Rs 104+ on the Digital India & Demerging Power Story

13 Comments / Corporate Governance, Inspiring and Motivating, Interesting News Sightings, Investing Approaches, Investing Themes, Power, Power Ancilliary, Reflections, Restructuring Companies, Sectors, STOCKS, Telecom, VALUATION / By

Sterlite Tech closed strongly upwardly mobile @ Rs 104+ It clearly continues to benefit from Government’s scaling up the National Optical Fiber Network (NOFN) Initiative and the ‘Digital India’ Story unfolding However an interesting development announced in May was the demerging of it’s capital intensive and yet to contribute to profits Power Segment The Power …

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Tata Chemicals soaring towards Rs 500 and beyond ~ Fertiliser Business Sale Fertilising!?

Leave a Comment / Chemicals, Derivatives Strategies, Fertilisers, FMCG, Inspiring and Motivating, Interesting News Sightings, Investing Approaches, Investing Themes, Reflections, Sectors, STOCKS, VALUATION / By

Tata Chemicals’ on the Roll ! up @ 18% this month ! including the 6%+ run up today on highest volumes this month As this month of July began I was quoted by Economic Times on July 1,2015 itself in their headline story on Tata Chemicals Quoted By Economic Times For My US $ One …

Tata Chemicals soaring towards Rs 500 and beyond ~ Fertiliser Business Sale Fertilising!? Read More »

Unjustified High 52 Week Prices ?~ Relaxo xb at Rs 550 & Eveready at Rs 360

2 Comments / FMCG, Footwear, Insider Trading, Interesting News Sightings, Investing Approaches, Investing Themes, INVESTOR MISTAKES, Reflections, Sectors, Tea & Coffee Beverage, VALUATION, When the Heart Explodes through the helpless Mind / By

After a brilliant run up  and now at 52 week highs, both Relaxo Footwears at xb Rs 550 (FV Rs 1) levels & Eveready at Rs 360(FV Rs 2 )levels appear to be at unjustified high relative valuation at PE of over 60 and 50 respectively Have been just asked for advice Managed  Run Up …

Unjustified High 52 Week Prices ?~ Relaxo xb at Rs 550 & Eveready at Rs 360 Read More »

L&T Fin up 8% at Rs 72 on Warburg Pincus eyeing 25% Stake~Great if true!

1 Comment / Blogs, Financing, Foreign Institutional Investors, Holding Companies, Insider Trading, Inspiring and Motivating, Interesting News Sightings, Investing Approaches, Investing Themes, Reflections, Sectors, STOCKS, VALUATION / By

L & T Finance surges up over 8% & past Rs 72 today after Economic Times reported  of Warburg Pincus eyeing a 25% Stake in it ! Great if true!…after all L & T Finance Management has been pretty lethargic ,I daresay, in skillfully leveraging the Larsen & Toubro Brand to scale greater heights in …

L&T Fin up 8% at Rs 72 on Warburg Pincus eyeing 25% Stake~Great if true! Read More »

Essar Oil on Fire at Rs 167 after delisting natak last year at Rs 108

2 Comments / Controversies, Corporate Governance, Insider Trading, Inspiring and Motivating, Interesting News Sightings, Investing Approaches, Investing Themes, Media & Me, Oil & Gas Exploration, Refining & Petrochemicals, Reflections, Sectors, STOCKS, VALUATION, When the Heart Explodes through the helpless Mind / By

Essar Oil is on fire today at Rs 167 !.There are strong indicators that the Russian Oil Giant is acquiring a major stake but Company keeps repeatedly denying this Today’s extremely high abnormal volumes on BSE & NSE give a strong signal In Mid 2014 I had raised strong views on Essar Oil trying to …

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Quoted by Economic Times for my US $ One Billion Valuation of Fertliser Business of Tata Chemicals

2 Comments / Crop Protection Chemicals, Fertilisers, Inspiring and Motivating, Interesting News Sightings, Investing Approaches, Investing Themes, Media & Me, Reflections, Sectors, STOCKS, VALUATION / By

Economic Times has quoted me extensively in today’s edition for my US $ One Billion Valuation for the Fertiliser Business of Tata Chemicals  in their headline story  on Tata Chemicals mulling to sell their Fertliser Business

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