Tech Mahindra 2012 report

Tech Mahindra is one of script in my portfolio. It is for record that three reports are pinned here. Report 1.: Promoters selling Shares Report 2: Promoters sell and Market responds. The report has shareholding patter also. Report 3: Rule and Regulation issue.

Slowdown Smile

I read the report by Tony Munore and Matthias Williams with wide open eyes, irregular heart beat today on Thursday on last day of expiry. Next is month of September the end of second quarterly and at present all the shares in my portfolio are showing book losses. If I want to sell any of them even in parts, I will be booking loss. But after reading the report there was a smile on my face. What is your Take? Read the report here.

Weather Change in Indian Banking

---

---

Read the following two reports. 1. Report A Click Here. 2. Report B Click Here. The above report forms the next stage in a progress which had been taking place for sometime by now. It is already mentioned in Report A.
The prices of Axis Bank and Yes Bank had been fluctuating aggressively for some time. The offloading of HDFC by Citi Bank had not made much difference to the scrip price. Mohindra may part ways with Kotak in coming days. Kotak is under pressure of rules and regulations to offload his holding or issue more shares.
In coming days, we may see new players coming into Banking if RBI issues new licenses for which there were stories some time back. We may see Kumarmanglam Bank, Rahul Bajaj Bank, Anil and Mukesh Ambani banks. There may be some more players from south. There may be mergers and takeovers.
Banks as per tradition definition is a collecting and disbursing agent. They also finance. With more players, and more defined rules and regulations, the scene would be dominated by animal spirit if RBI manages well. There may be more job opportunities in bank on one hand, then on the other hand, there may be more financial products for all level of business. Quite a rosy picture. But, it also hide in it peril of too much animal spirit.
In share market, you will have a new aggressive area which may replace the present IT counters.
India is basically an agricultural economy. In case of mining, there is lot of gap which is to be covered. In industry and technology, India has yet to progress. With such a new banking weather, these fields now should start sowing in real sense. If these economists are to believed, then, the future is bright for Indian economy. And for the share market, the new sought after counters and soon to be major counter can be banking.
Nationalized bank should now get ready to face the real challenge. They are already facing the music and chorus will begin.

---

---

Financing Suzlon Debt

---

---

Check the The Telegraph report on a recent activity of Suzlon performed with the effort to finance its debt as well reducing the cost of running HERE. I am more interested in the last paragraph of the report. At the present rate of 17.5/- and little bit attempt to rise above Rs. 18, it seems that the market has already discounted the figure given in the last paragraph. It is a operator driven scrip. So, what is the bet? Buy anything below 17.5 and and quit at 20 plus.

---

---

---

---

A Father Loves His Baby

---

---

This report HERE, is for record for TATA Motors. Ratan Tata bought tata motor at an average price of 234 in month of June 2012. His total holding rises up to 4.25 lakhs.

---

---

Nothing Succeeds Like Jhunjhunwala

---

---

Rakesh Jhunjhunwala is a living legend. The oldest living legend is Chandarkant Sawant though not that rich as he is. I got interested in Stock Market through J. S. Garewal articles. But, it is oneliners of Rakesh that has given me confidence in what I do. Read HERE on him. It means something if Business Standard writes on you. He is quite frequent on CNBC

---

---

Reliance Industries: A Report to Read for a Year

---

---

I accept openly that I have lost money in Reliance Industries. I have not made money on this counter. Both the brothers do not suit my style of gaming in stock market.
However, there is 870 factor for one year. I hope to use this opportunity. The given report HERE has very nicely discussed all the factors. The report is written in such a manner that anyone can understand it. That is other thing, it is suggesting against my enthusiasm. Well, my only argument is that if the right kind of business is done, the things then come out, would be different. If Reliance allocates money to buy back shares, and this is not liked by some management experts, it is right. But somewhere, you are asking for miracle from Mukesh and business is not done like that. Somewhere you have to wait for some opportunities and in the meantime, you have to put money to some use. At least for me, it makes sense to put money in your own stock as that gives me a message that there are some iron in the fire.

---

---

Portfolio Making Expertise

---

---

You can not overlook the activities of LIC of India in share market. No doubt, there are people who raise finger at the actual financial structure of the corporation as it is accepted among the experts that no one really knows the actual size of LIC of India. Well this is a general corridor talk which do not carry much weight.
The important issue is the recent structuring of LIC in its portfolio which had been studied by another private bank researcher and report in Economic Times HERE.
It is my observation over a period of time, then when market falls, the FIIs sell and move out. It is the DIIs which then come in and buy and keep the market floating at a particular rate. When Fiis offload, then it is only Diis who have that kind of money to make the purchases. Otherwise, the market would bust. When the fiis reenter, it is diis which sells and fiis buy and then the market runs. This is how the merchants in share market had been working as per my observation.
However, this report attracted my attention because, it is showing some different pattern in case of LIC. It is buying public sector banks and selling such shares which if accumulated by an individual over a period of time, that they can easily take care of his old age.
Just read the list of shares which it has sold. One does not need a certification from an expert to pick them in ones portfolio.

---

---

GAAR ki VAAT: Really

---

Hai, Market has fallen. It will go down further. Too bad. In my last post, I pointed out to the reports of the impact of GAAR. I underplayed it. Now market has fallen. Every report is making GAAR a culprit. However, I will like to read the view of Nicholas de Boursac on Economic Times again and again. I am more interested in the comment of Ravi, which happens to be the first comment in this section. I am keeping it for record because, the view incorporates some figures in it which I believe, if they are true, very vital to remember. As for me, I am sure a deal will be struck. Chandarkant Sampant had last year warned government about the current account deficit. The danger is there. But, if the Indian economy is strong, if the right quantity of business is done, these finance management issues will turn out to be boggy. I may sound novice, but I am Bullish. Yes, I accept that the market will go down. There are dangers. India will suffer if it will not take right steps to curtail current account deficit. But still, I am bullish and believe that FIIs are here to stay. If they stay, then it is upside and more money would come in. Indian need their money and they see an opportunity to make. There is possibility of Business. You got it.

---

A Bad News of 2012

---

---

Read the NEWS HERE on FII. I do not like this news. The Indian operators are nasty. It is only when FIIs are here, that they remain at the fence. FII means upside. But Indian operators manipulates. Should I sell more of my holdings? However, there is a need to read this news discreetly. It is the GAAR factor which may have spoiled the party. I am of the belief that FIIs do not return soon. They had invested in the beginning of the year. It is the street smart investors who have restructured their game plan after coming of GAAR. I may be wrong.

---

---

Coal and Power Companies

---

---

The report Here is a good article for understanding the factors of Coal India and Power Companies associated with Coal India.

The interested investors may have seen the sudden activity in Power Shares. The story is becoming clear. However, there are some more news report referring to the views of the experts. They are showing caution.

I believe, what may come, Power is an essential factor in the economic growth of India. At least I am interested in every power company. These companies mentioned in the report are coal based power producer. I am also interested in un-conventional methods of power producing companies or the green companies. However, they are not showing results like the coal based companies.

---

---

FII Factors

---

---

It was in the first week of February 2012, it was reported through the sources of NSE that FII has brought 15000 plus money. Now, there is a spurt in the sensex. It is mixed with other positive factors emanating from within India.

However, question arises, that what will be the scenario in March 2012. But when FII are there, they may have good risk appetite but they come for a longer time.

Check the report here in may be substantiated with report mentioned above.

---

---

Lanco Infratech Q3 2011

---

---

Lanco Infratech Q3 2011 reports Check Here.

The headlines scream that there is 63% fall. However, there is need to study the Hindu report more discretely.

For me, I compare the working of Reliance Power, Reliance infra and Lanco Infra. I club them together for future watch.

---

---

M&M Q3 2011

---

---

M&M is a permanent part of my portfolio.

However, third quarterly result was down and the share price did not remain above 700 which was desired. I believe that is the expectation of the rest of the investors like me.

Check the Report of the Hindu.

I have picked this report of the succinct report.

---

---

2012 India Bullish by 2021

---

---

The Report here may be very soothing for those who have seen the book loss on their portfolio.

It is merely for record. No comments as such on this report.

---

---