Sunday, October 30, 2011
Sesa Goa Q2 2011
Sesa Goa results have shown down figures.
The business was effected by government and judicial scenario.
Money Control report Here, gives 190 as the next rate.
I on the whole consider mining as first option for investment. I have this feeling that in every economic scenario it will be the agriculture and mining which will remain.
M Suzuki Q2 2011 on Expected lines
As it was expected there is fall in earnings of Maruti Suzuki.
An important decision regardless when it was being taken up has been taken. A plant is moving to Gujarat.
Shifting to Gujarat is going to have long term effect as the location of the plant is decided on the basis of the distribution facility factor.
Business Standard Report as usual brief but with some substantial data. Auto section is major index of any economy. Check it HERE.
Saturday, October 29, 2011
TATA global Sept Result 2011
Tata Tea/Tata Global Beverages result Check HERE
It is one of the regular share in my Portfolio. It was a share which was in the range of 120 plus. Now, it rarely crosses 100.
Thursday, October 27, 2011
Making Sense of Economic Numbers
Economic Times publish basic lessons on economics. I have been observing them since long as I have been making notes of them for my primary profession and using them on other blog.
HERE Check it.
I am of the firm belief that share market investment requires some strategies. The strategies require understanding. The understanding is about some basic premises on which rest of the edifice is raised. It is only after that picking and selling become meaningful.
Rest is all satta and juaa.
Coal Mines Owners 2011
Check the Report of Times of India on Coal Mine Owners. It is valid for 2011 which has clues for some future investments in Share Market.
Satya Pal Sunil ShravinKavin
Kavin Mittal has joined Bharti Grouup.
TATA Group is very discreet in allowing the relations to join the group.
Azim ji is of a different view.
In business, the management matters. In Japan, relationship is never important. But India is different.
There are news items about film industry concerning gossips. However, in investment and business field such news are called tips. But there is no similar media outlet about such news.
However, some serious publications like Economic Times and similar print media perform this function. I believe there is need to separate such news. However, the investment gurus take every news seriously and try to deduce future prospects in such news.
Check this Economic Times HERE
Savitri Jindal
Svitri Jindal wife of Om Parkash Jindal from Haryana is the richest Indian Women.
I have not intention of showing any disrespect to her but I wonder that the print sometimes use some epitaph without using discretion. No doubt, that there are basis on which the rating is made. But how far, Respectable Svitri Jindal is instrumental in getting that position. There is not reference to Naveen and Sajjan who are actual wealth creator.
Check this report of IBN
Investment Lessons of Gujarati
Gujarati Investors, who are the masters, rulers and for me the biggest practitioners in the capital market and share market, observe this as practice that they do not sell any share on Diwali. It is considered as one of the cause of rise in sensex on Diwali in India.
Check the TOI report on this by clicking HERE.
Tuesday, October 25, 2011
ITC Q2, 2011
ITC Q2 report is from Money Control. There was prior reports that the company would show good result. The company is going for big investments. It is one of the FMCG which I keep on watching. My buying price is always below 190. Now it is tending to move above 200.
Among FMCG, I prefer ITC. Earlier it was Unilever. Now Unilever is coming into consumer goods also through their televisions. But for the time being I am with ITC. I may buy HLL if I get something below 300. In case of ITC, now I am ready to by 190 +.
Sterlite Industries Q2, 2011
Thursday, October 20, 2011
Coal: The Power Factor in Economy and Share Market
The Economic Times keep on publishing core economic lessons which are readable and comprehensive to a general investor.
Check HERE the article. It is a kind of TIPs which the score of experts give through different channels. I get TIPs like this.
YES Bank Q 2, 2011
Yes bank is rated differently by different experts. It is a small bank of Rana Kapoor. I have it in my portfolio. It is scripts which keeps on crossing 300 on either side.
Check the Q2 HERE. It is in a peculiar way of reporting by money control.
Finance Through Banking
I like the articles of the Hindu Business Line on economics for their simplicity and communicative contents. The Hindu publication is quite apt in doing so and therefore, it is quite popular among the civil services aspirants. It is equally good for the investors in the capital market as it help in giving creditable advice on dealing with your cash for investment purpose.
I have make a note of this link HERE.
The farmer spending is crucial for the health of the economy and that depends on agricultural growth. Their spending helps the industrial economy apart from other factors.
However, lending by banks is crucial for the industry when the share market suffers hiccups.
All the above factors are useful for investment decision at individual level.
BTW, what is the credibility of advice of State Bank on earnings through fixed deposit? I still remember that a decade back, I read an article which ended with a line that SBI is a white elephant which is trying to learn dance. It is true to this day.
IPO Trend in 2011
The Business Standard does not write such type of reports. I highly value their reporting. But in the given link HERE what are they talking about?
Is it trends?
Is it about Takshell or Flexituff?
or
Is it reporting about Clearwater Capital?
Anyhow, it is amusing to read that the market has risen but an undecided post about the IPOs.
Bajaj Finserv Q2 2011
Very Strange. An Economic Times gives a very small report on this counter. But I have not cared to check any other report.
The Bajaj group shares move as per their own whims and volition. It is in my portfolio. It is to be observed that for some time, it is remaining above 500. I doubt, there are some strong operators behind these counters.
Check HERE.
JSPL Q2 in 2011
JSPL fell with the Banglore ministry changes. However, company remains. The report is talking about Q3 while giving figures for Q2. A report is posted elsewhere wherein in further rise in the iron ore through e auction is also reported.
It is one in my portfolio. I booked loss when it fell. It is a share which remains around 700. Presently it is hovering around 515.
Check HERE.
Market Rise Oct_19_2011
The market has risen on October 19, 2011. The reports have started talking about the positive signs. Just on Monday Oct_18_11, they were talking about the negative signs. This is what puzzles a general investor. A week back the experts tell that all is not good. But, just a week after they start explaining what has caused the market to rise and start telling about positive signals adding caution by telling the negative signs still working. This is something which is beyond common sense understanding. Do they hide the actual truth from the general investor.
Check the report HERE for the causes of the rise of the market on Wednesday. On third day of the week the market general moves towards north.
Monday, October 17, 2011
TCS Q2, 2011
I make two links. I sold it last week. Today, lost money on this counter in speculation. But, I am for TCS over and above other counters.
HERE is Report one
Here is Report Two.
October 17, 2011
Ominous date. If you try to study the 1929 fall, It was something which did not remain confined to September 1929. It continued upto 1932. But every Monday was a day of expectation. There were expectations are the Result of Reliance was out. But the real story is given on Money Control HERE.
However, I do not like the suggestive tips. The report says "Is it time to sell?". These experts talk like that. I believe, it is the holding cost of your portfolio which guides your buying or selling decision. You look at the trend to decide about your portfolio. But, the experts just day back talking about 15400. Now, the figure is 17000. You can see the gap. Now they say, quit. But some important results are there to come. It is Second quarter. OK. The only bad thing is the happenings in Europe and America. It will effect. In 1929, it was only USSR which remained untouched. But, now, the world is a village. Where will Tata sell its Jaguar. From will Our Service sector, the IT enabled services business earn money? From Bangladesh? So, October is threatening. But on the whole, the movement in the market was what it is given in the report.
HDFC Q2 2011
I am making a link to Money control news HERE.
It is a must read type of report which you keep on getting from Money Control. There are other reports also but I have not cared to check them. The present report is more for the investors.
On the other hand, the fluctuation had already taken place two to three weeks. The market was down but even then there was a movement. Today nothing big has happened. This is a share, which should remain 700 +. But, due to present trend in the market and impending disaster due to Europe and American Crises, it has remained below 700.
I have one share. I keep it to that level.
Sunday, October 16, 2011
E Auction of Iron
It is a business standard Report. I highly value Business Standard Reports. They are short. They are followed by some actual action as per the contents of the report.
Kindly consider THE REPORT HERE.
I am not fully aware about the e auction issue. But the report contains some such figures which are important for related companies.
Maruti Impasse
Check the Report Here.
At one time, nearly two years back, before, the Suzuki took away the reserve of the company as their royalty back to their mother, I was very bullish. The auto market figures were very clear to me. Maruti had sold 11 lakh units. But then, share prices did not move as I expected. I was dreaming that it would pass 1400. I had increased my holding. But then royalty flight took place. I booked losses. Since then, I have a nominal holding in it. Now this production loss and labour problem are going for quite a long time. The report has some ominous lines in it. The management is warning that the workers would have damaged the machinery. The auto scene has changed. Now there is a tough competition. The 'Search Engine' thrust is not too appealing to me. I am not impressed. Now some real players are there. You can not over look the efforts of Tata Motors and Mahindra. Some real babies are there who will cut into the market share when the company is struggling with labour problem. Where are the management tricks of Japanese?
I would like to see some thing below 950 in such a scenario. There are talks about figures which the company is bound to suffer along with the Harayana government.
Also what about the ancillary units like Rico Auto? I had shifted to these investment after royalty episode. I suffered further losses in Rico Auto. Rico Auto is very low at present. Similarly the Sona Koyo?
This is share market. Nearly a year back, the picture was so good. The moving wheels were giving signs of good economy. Honda left Hero. Maruti took away the money. Tata Motors has high debt ratio. Mahindra came out of joint venture. Nano miracle did not materialize. The petrol prices shot up. The inflation is increasing. Where is the money now? The agriculture has to produce some more wealth so that the urban based economies continue to work.
I am going to remain away from Auto sector at least up to end of December.
Navaratana for Common investors
The money control gives a review of last two weeks trend and provides some data for nine major shares.
The money control gives a review of last two weeks trend and provides some data for nine major shares.
Check the Report HERE.
I am interested in most of them.
In case of Bharti, it has seen fall for last three weeks. Now, it is crossing 380 again. Will it cross 400 again. It is now a long time to see this stock remain above 400. May be the call charges war discontinue now. Will it happen? What will be the effect of off shore activities of this company? Will the exchange rate influence its standing in the stock market in India?
ITC is another share, which should now go up 200. When will it hotel acquisition activity materialize?
One thing always effects the common investor. The common investor comes to know that the company is making some move. But, the investor does not get the right update. Things happen and the movement takes place in the stock. Then only the common investor is able to make some move. Still there is hiding of the right information. The people who are big and better placed, they have the first information and make the first move. The common investor has to act like a vulture after the big cats have made their killings. On the other hand, it is the proverbial FMCG share. This the price limit in which it moves. 200 plus and then what. Will it ever go up across 300. With Devashvar there, it may happen but he is going.
In case of coal, I have already made my mind and posted earlier. These government owned companies are tricky affairs.
The HDFC Bank has now started making move. The brother has show a dip but if it crosses 480, then the big Brother HDFC should cross 700. The bank is showing new figures after the split. I am a buyer till 540. I will see that I may add some shares on these counters.
Reliance Industries Q2 in 2011
Reliance Industries has reported its result on Saturday. What would have happened, if it was a trading day?
Any how, in my case, Reliance group (in case of both the brothers) I have never benefited. That is other thing, that I intentionally booked losses as I needed money. I withdrew money from their stock because I believe, that when I would have spare money, I would get chance to get back into their script. Their stocks are not responding like other stocks.
There are numerous reports by now on it. However, I have selected Economic Times report for my record.
The important factor to be considered in the report is the total reserve which is now available with Mukesh Ambani. There are numerous other reports telling about the below expectation recovery on GRM (Gross Refining Margin). Too much numbers never attracts me. I am not qualified to consider all these factors in entering stocks. However, what appeals to me is the cash reserve with the company holds at present and chairman Mukesh is at the helm of the affairs. The management is one the factor which directs my investment decisions. I have suffered losses in all the companies with Ambani boys (now men). But even then I want to remain invested in them. I am not going to increase my investment. Losses are there and let it be there. I will buy in my style if I get anything near 800 even now.
It will be a scenario to watch to see the market reacts to the present Q2 on Monday that is October 17, 2011.
Strike in Coal India
Coal India is one of my long term scrip. However this report is about the labour problem in the company. For reference check the report at CIL Staff threaten Strike.
The prince was hovering around 370. It had been trying to move above 400. Now it has come down to 320s after the October 10, 2011. With the impending strike as reported above, the falling production and possibility of import of coal (Not included here), I think I should sell some of the shares. However, this the month of reporting of the second quarter. Hence, I believe that the order should be sell and buy. There is no need to add further.
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