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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 »

A subdued looking Anil Ambani addresses ‘Share Owners’ at the Reliance Capital AGM this morning

2 Comments / ADAG Companies, Controversies, Interesting News Sightings, Investing Themes, INVESTOR MISTAKES, Reflections, STOCKS, VALUATION / By

Just saw Live Coverage on TV of  Anil Ambani addressing his ‘Share Owners’ at the Reliance Capital AGM this morning Imagine a serious looking Gentleman presenting some very good looking Group and Company and Business Potential Statistics in a dull,monotone…that’s what I felt Anil Ambani was doing this morning Dressed in a Black Suit and even

A subdued looking Anil Ambani addresses ‘Share Owners’ at the Reliance Capital AGM this morning Read More »

Supreme Court : RIL v/s RNRL is Ram Jethmalani v/s Harish Salve

1 Comment / ADAG Companies, Controversies, Interesting News Sightings, Investing Themes, INVESTOR MISTAKES, Refining & Petrochemicals, Reflections, Sensex, STOCKS / By

There were 48 TV Crews at the Supreme Court this morning…..The Cameras were positioned to broadcast live sound bytes from the lawyers of RIL and RNRL First we had a trifle agitated, Ram Jethmalani,who represented RNRL, emerging and a hectic rush to have  Mikes thrust onto him for his comments This is what Jethmalani said,rather accused  ” The Supreme Court

Supreme Court : RIL v/s RNRL is Ram Jethmalani v/s Harish Salve Read More »

TCS announces excellent first quarter results post Market Closing…It closed at Rs 433 but should open firm on Monday

4 Comments / Information Technology, Interesting News Sightings, Investing Themes, Reflections, STOCKS, VALUATION / By

TCS closed at Rs 433 today…It should open firm on Monday  This evening it has announced an excellent First Quarter FY 10,despite pressure on billing rates On Revenues of Rs 7207 crs,the PAT is Rs 1534 crs,up 15% qoq and 19% yoy.The EPS is Rs 7.83…This gives a Market Multiple of less than 14…Infosys is 18+…so

TCS announces excellent first quarter results post Market Closing…It closed at Rs 433 but should open firm on Monday Read More »

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