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INVESTOR MISTAKES

Calamity Drought and you yet want the Sensex to continue to Celebrate !?

4 Comments / Broker Index Forecasts, Controversies, Interesting News Sightings, Investing Themes, INVESTOR MISTAKES, IPOs, Reflections, Sensex, STOCKS, VALUATION / By

So it’s finally Out…it’s a drought…the short term Monsoon,rather the lack of it, trigger begins to impact the Sensex….I had warned about this on June 24,2009……Click on  Monsoon Fears fuel Sensex Fears Liquidity and Momentum and Pacifying,Assertive and Assuring Government and Experts Voices in India and overseas had kept our Sensex on track for new recent highs…Irrational…given the […]

Calamity Drought and you yet want the Sensex to continue to Celebrate !? Read More »

NHPC IPO at Top End of Rs 36…It’s a tradeoff of your Greed and that of the Government !

5 Comments / Controversies, Interesting News Sightings, Investing Themes, INVESTOR MISTAKES, IPOs, Power, Reflections, STOCKS, VALUATION / By

The NHPC IPO : Market Hype and Seduction The Market is in Love with the Power Sector Even at Top end of Rs 36 of NHPC’s IPO Pricing Range,  the current grey market premium of Rs 8-Rs 10 is indicating listing gains….The Issue opened this morning and has crossed 3 times oversubscription till afternoon…so clearly the market

NHPC IPO at Top End of Rs 36…It’s a tradeoff of your Greed and that of the Government ! Read More »

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 »

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