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

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Will try and respond shortly to Readers Queries on Compact Disc,Balaji Tele and Himalaya International

Hey Kamal,will shortly have a look at Compact Disc And Sangeeth will also blog soon on Balaji Tele… Dr Sudeep,thanks for your apreciation on the infosys Blog…Planning to scale up the Advisory by launching Web based Advisory Plans…why pay for Advertising or Marketing when I have guys like you ! …will certainly have a look at …

Will try and respond shortly to Readers Queries on Compact Disc,Balaji Tele and Himalaya International Read More »

Infosys manages to beat Earnings Expectations but only because it deferred Investments…I expect it to correct to below Rs 1500

Infosys declared It’s Q1 FY 10 Results this morning…….as per IFRS……..as per Indian GAAP I don’t see any headwind in Infosys…I will be surprised if it climbs more from the current Rs 1750 levels….Infact I expect it to drop below Rs 1500…..Read on to understand my thought track  It has managed to show a little higher Basic EPS at …

Infosys manages to beat Earnings Expectations but only because it deferred Investments…I expect it to correct to below Rs 1500 Read More »

A Weekend sandwiched between two Bong Budgets

No Disrespect,but we find ourselves sandwiched on this weekend between two Bong ‘JEE’ Budgets From Friday’s Narrow and Metre Track Railway Budget by Mamta Baner’JEE’ , we move to Monday’s Broad Gauge Union Budget by Pranab Mukher’JEE’….gauge reference is  in context of scale and content both. Yesterday, i.e. Friday,we had Trinamool Congress’ Mamta Banerjee,Railway Minister in this UPA …

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Monsoon Fears fuel Sensex Fears

Minister of State for Science & Technology,Mr Prithviraj Chavan,just announced the second Forecast for this years Monsoon…the Picture is not good The First Forecast in April had predicted 96 % of Normal Long Term Average Rainfall….This Second Forecast lowers this to 93%   It’s the El Nino effect now playing with our Monsoons North-West India will get only …

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Should you invest in the IPO of Mahindra Holidays & Resorts India Ltd in the Price Band of Rs 275-Rs 325 ?I don’t think you’re missing any Boat here

13 Years after Mahindra Holidays & Resorts India Ltd (MHRIL) set up,it is coming tomorrow to the Public to raise Equity Funds.It’s in the Business of Vacation Ownership and is a leader in this Field having a market share of over 70%. Members are empowered with a right to stay at any of the Company’s resorts,subject to prior …

Should you invest in the IPO of Mahindra Holidays & Resorts India Ltd in the Price Band of Rs 275-Rs 325 ?I don’t think you’re missing any Boat here Read More »

Rajesh Exports at Rs 46…should you import into it ?…this is a reply reproduced as a Blog for better dissemination, to Gautam Agarwal’s response in yesterday’s Classic Diamond Blog

Dear Gautam, Rajesh Exports is in a different league all together…It’s a Premier Trading House…..It’s sales are Rs 10000 crs ….It’s market cap is over Rs 1100 crs at Rs 46 share price…..It’s book value is Rs 33 as on 31/3/2008…Face Value is Rs 1….In FY 08 it earned Rs 200 crs on a topline …

Rajesh Exports at Rs 46…should you import into it ?…this is a reply reproduced as a Blog for better dissemination, to Gautam Agarwal’s response in yesterday’s Classic Diamond Blog Read More »

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