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

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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 »

Borrowing against Brands !…Interesting,but Risky area opening out !

2 Comments / Aviation, Blogs, Chuckle !, Controversies, Corporate Governance, Insider Trading, Interesting News Sightings, Investing Themes, INVESTOR MISTAKES, IPOs, Kingfisher Airlines ~ Machiavellian Mallyas, Reflections, Sectors, STOCKS, VALUATION, When the Heart Explodes through the helpless Mind / By

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 »

You got to be Stock Selective at 15500 Sensex Levels…Markets again beginning to run ahead of Fundamentals

2 Comments / Blogs, Broker Index Forecasts, Controversies, Corporate Governance, Interesting News Sightings, Investing Themes, INVESTOR MISTAKES, Reflections, Sensex, STOCKS, VALUATION / By

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 …

You got to be Stock Selective at 15500 Sensex Levels…Markets again beginning to run ahead of Fundamentals Read More »

Sensex Beating Stock Select Portfolio Performance in under Three months

4 Comments / Investing Themes, Reflections, Seminars & Workshops, STOCKS, VALUATION / By

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 »

A subdued looking Anil Ambani addresses ‘Share Owners’ at the Reliance Capital AGM this morning

2 Comments / ADAG Companies, Controversies, Interesting News Sightings, Investing Themes, INVESTOR MISTAKES, Reflections, STOCKS, VALUATION / By

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 …

A subdued looking Anil Ambani addresses ‘Share Owners’ at the Reliance Capital AGM this morning Read More »

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