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

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VALUATION

Need to be Educated on Educomp !…What’s Brewing !?

I had blogged on Educomp a few days ago and now twice today. What is Brewing ! ? Obviously something we don’t know but the worrying and critical and significant difference between the Lower Futures and the Higher Spot flags up On the NSE the Feb 26,2009 Futures with the Market Lot Size of 75 shares closed …

Need to be Educated on Educomp !…What’s Brewing !? Read More »

Sell Educomp at Rs 1725 in Spot if you hold shares and cover immediately at Rs 1375 in Futures…great opportunity to reduce holding cost ! Those worried should simply exit the stock !

Something Bad is indicated in Educomp…The Futures show it now under Rs 1400 while the Spot Market prices it at Rs 1725….Those who hold the share should quickly sellin Spot and buy back in the Futures to reduce their holding cost by over Rs 300 Ofcourse,those who hold the shares and are really worried should sell …

Sell Educomp at Rs 1725 in Spot if you hold shares and cover immediately at Rs 1375 in Futures…great opportunity to reduce holding cost ! Those worried should simply exit the stock ! Read More »

B.A.G. Films and Media Ltd back to under Rs 13 from just under Rs 105…It had never deserved to shoot up like this!

Just saw the mandatory detailed Q 3 Results of B.A.G Films and Media Ltd given by the Company in the Sunday Edition of Business Standard It has earned just Rs 16 lakhs in Q 3 in the three months to December 31,2008 but has capital deployed of Rs 185 crs….with Rs 29 crs in Audio Visual Production and Rs …

B.A.G. Films and Media Ltd back to under Rs 13 from just under Rs 105…It had never deserved to shoot up like this! Read More »

Firstsource Solutions from the ICICI Stable sinks below Face Value Rs 10….Why !?

Thx Anup for your response in the earlier Larsen Blog where you also requested for my view on Firstsource Solutions as it’s share price sunk to Rs 9.75,below face Value of Rs 10 for the first time ever  I hope this blog gives you some clarity on this Company It was clearly an Opportunistic IPO at …

Firstsource Solutions from the ICICI Stable sinks below Face Value Rs 10….Why !? Read More »

Larsen’s CMD, Mr A M Naik tries to justify increasing stake to 12% in Satyam

This is a gist of the Conference call that Larsen organised today to justify and clarify the 12% stake in Satyam L&T management clearly stated that L&T is no longer just an E&C company. It’s businesses span a range of activities in manufacturing as well as services, including heavy engineering, manufacturing,  power, process engineering and …

Larsen’s CMD, Mr A M Naik tries to justify increasing stake to 12% in Satyam Read More »

Is Larsen courageous or foolish to hike Satyam Stake to 12%!?

Just two days ago,on January 22,2009,I blogged that Larsen, to save itself, is trying to save Satyam..I had opined that it would be foolish to spend an additional @ Rs 1000 crs to take a controlling stake unless some protection was provided from contingent liabilities of the class action law suits in USA which could materilaise …

Is Larsen courageous or foolish to hike Satyam Stake to 12%!? Read More »

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