A Lion’s eye on the Bulls and Bears
“In India, companies may fall sick, but promoters rarely do!”
NHPC @ Rs 18 ~ From Defensive to Default ? 😕 despite Dividend Declaration ! Fitch has just downgraded NHPC ~ The Long Term Issue Default Rating (IDR) Outlook has been revised to Negative from Stable while Fx and Local Currency IDR rating has been reaffirmed at ‘BBB-‘ Chart source : www.bseindia.com I had rated NHPC […]
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:
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
Nitin asks about ~ Tide Water Oil (TWO) at Rs 6750 and Shree Renuka Sugars (SRS)at Rs 25+ at subdued Sensex and Nifty levels of sub 16200 and 4900 respectively My Views on these two Scrips are contrasting….. TWO continues to be solid despite some margin stress,while SRS has disappointed greatly and eroded by 70%