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VALUATION

Look at the Satyam bids !…helps you gauge the risk Tech Mahindra may have taken !

Leave a Comment / Controversies, Corporate Governance, Information Technology, Interesting News Sightings, Investing Themes, INVESTOR MISTAKES, Reflections, Satyam : The Sordid Asatyam Saga, STOCKS, VALUATION / By

The 2 pm media meet by the Board of Directors of Satyam threw up some interesting facts about the Satyam Bidding Process Larsen & Toubro bid was Rs 45.90/share for Satyam Wilbur Ross’s bid was even lower at Rs 20/share ! The winner,Tech Mahindra, bid Rs 58 through it’s 100% subsidiary….the bid spread clearly indicates the …

Look at the Satyam bids !…helps you gauge the risk Tech Mahindra may have taken ! Read More »

winning bid for Satyam is Rs 58/share…Many Questions yet stand

Leave a Comment / Controversies, Corporate Governance, Information Technology, Interesting News Sightings, Investing Themes, INVESTOR MISTAKES, Reflections, Satyam : The Sordid Asatyam Saga, STOCKS, VALUATION / By

The Satyam Drama continues The winning bid for takeover of Satyam is just announced…Tech Mahindra has emerged as the winning bidder with a bid of Rs 58 share through it’s subsidiary Venturbay Consultants…No other bid comes close to 90% of this bid…Thus other competitive bidders like Larsen & Toubro have bid below Rs 52.20 Tech Mahindra …

winning bid for Satyam is Rs 58/share…Many Questions yet stand Read More »

Wicked ! Wicked ! Wockhardt on a Wednesday Morning !

Leave a Comment / Controversies, Corporate Governance, Insider Trading, Interesting News Sightings, INVESTOR MISTAKES, Reflections, STOCKS, VALUATION / By

Wockhardt continues to be Wicked…. dropped over Ten percent this Wednesday Morning to Rs 71 levels….Shareholders who believed in the Khorakiwalas have been clearly betrayed Khorakiwalas had been on an ambitious acquisition foray,creating a global footprint by buying out companies in USA and Europe…It bought out Pinewood Laboratories of Ireland for US $ 150 Million in …

Wicked ! Wicked ! Wockhardt on a Wednesday Morning ! Read More »

Sensex moves smartly near 25% from just above 8k to near 10k in March 2009..Is this sustainable ?

5 Comments / Broker Index Forecasts, Controversies, Derivatives Strategies, Economy, Global Economic Crisis, Gold and Silver, Investing Themes, INVESTOR MISTAKES, Reflections, Sensex, STOCKS, VALUATION / By

In thirteen trading days from an intraday low of 8047 on March 6,2009,the Sensex is once again kissing 10000….moving up near 25% Getting a lot of calls…basically to make some sense of this rally Is this the beginning of the recovery and have we seen the Bottom of 8000 for the Sensex and the October 27,2008 …

Sensex moves smartly near 25% from just above 8k to near 10k in March 2009..Is this sustainable ? Read More »

A Yellow Broking House Screams Yellow on using P/E and P/BV Valuation Metrics to make Macro Valuation Calls !..Absurd and Rubbish they say ! Not really, we say !

1 Comment / Chuckle !, Controversies, Global Economic Crisis, Interesting News Sightings, Investing Themes, Investor Gurus, INVESTOR MISTAKES, Nifty, Reflections, Sensex, VALUATION / By

There’s this Yellow Coloured Broking House,that’s been screaming Yellow ! for some time Now…Last Week they used Slumdog Millionaire Analogy and Two days ago they have slammed Valuation Metrics of P/E and P/BV to value our Stock Markets !…This House continues to court controversies and it’s head SS continues to confront SEBI !…. Atleast I …

A Yellow Broking House Screams Yellow on using P/E and P/BV Valuation Metrics to make Macro Valuation Calls !..Absurd and Rubbish they say ! Not really, we say ! Read More »

United Breweries at Rs 86…Indiabulls recommends to sell…Reliance Capital Mutual Fund buys into it !

Leave a Comment / Bulk Deals, Chuckle !, Interesting News Sightings, Investing Themes, INVESTOR MISTAKES, Mutual Funds, Reflections, STOCKS, VALUATION / By

It’s not that Reliance Capital Mutual Fund always does exactly the opposite of what Indiabulls recommends ! United Breweries (UB) was recommended to sell at Rs 90 by Indiabulls with a target price of Rs 70,citing high Leverage and margin pressures Reliance Capital Mutual Fund and another Fund,Indea Absolute Return Fund ,actually went ahead and purchased …

United Breweries at Rs 86…Indiabulls recommends to sell…Reliance Capital Mutual Fund buys into it ! Read More »

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