A Lion’s eye on the Bulls and Bears
“In India, companies may fall sick, but promoters rarely do!”
Euro 2012 Draw ~ Action begins tonight with Greece kicking the Real Ball against Poland ! ~ For Economically By kicking it’s Own B…s it’s already kicked the B….s of all the Countries in the Eurozone ! ~ In a sense it’s got them by the B…s ! Here’s the Draw
TCS ~ Terrific Computer Share ! ~ Tata Consultancy Services ~ Experience Certainty is it’s tagline ~At Rs 1253 it’s got the biggest Market Cap on BSE at Rs 245296 crs or US $ 44 Billion ! => compared to the listing price ,the capital appreciation is more than 5 times even post two 1:
This is not a Morgan Stanley Bashing Intent ~ More to continue to caution Investors from following the ‘Big’ Blindly A Year Ago in May 2011 Morgan Stanley was exciting everyone predicting a Sensex of 30000 inside 18 Months while I disagreed stating it will seek 16000 soon ! ~ it was at 18500
FY 12 Performance ~ An Easy First Impression to Have ~ ‘Sell Your Wife & Buy the Stock ! ‘ One Can actually Buy this Full Company Out at just a little over One Year Profits ! as Market cap is just Rs 550 crs and FY 12 Consolidated PAT was Rs 461 crs !
One Line Snap Observations on Results of Havells & Pipavav & Cheviot & Suprajit Engineering _______________________________________________________________________________ Havells @ Rs 550 ( FV Rs 5) ~ Electrical Equipment ~ 52 wk High/Low Rs 616/Rs 313 “Babu Moshai ! You can’t take my Fans away from me “ ~ FY PAT up 20% + at Rs 370
Rohit has inquired ~ Shasun Pharma @ Rs 115 ~ Now in Reverse Gear from a Meteoric Rise inside Months ~ Methinks it’s Prudent to Exit and Book Profits in this Fun Run…Rohit,seeking further exposure ,even for the long term is not advisable Shasun Pharma was just Rs 38 ( FV Rs 2) in December