Friday, February 17, 2012

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.



Wednesday, February 15, 2012

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.



Tuesday, February 7, 2012

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.



Monday, January 9, 2012

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.


Thursday, December 8, 2011

Coal India Projections



Indiainfoline has given a brief detail of Coal India in reference to it recent decisions. While discussing the 12 Five year Plan target, I am not clear about the contents. However, rest of the figures are worth watching on day to day basis.

It is a share, which should have crossed 400 now. But the production related issues and the present market trends have brought it down to 300. This was the price when many expert had started recommending this share. It was issued for 240 more than 12 months back. With its present pulls of strikes, employees issues and Environment Ministry pulls, there is a need to revise the idea of keeping more money in this counter.


Monday, November 28, 2011

History Lesson on Tatas



On the eve of passing over the baton to the next in the generation in Tata Sons, The Hindu has given a fine history lesson on the Tata Sons.

Check the Report HERE



Sunday, November 20, 2011

Technalist (Chartists) View November 2011



Check the Business Line Chartists Version of present trend of the Indian Market.

I learned to make sense of Technical commentary after great efforts. I have found that their judgement is more helpful then to get the tips. A similar review is presently given on Economic times. The figures are useful. But I have decided to keep this article in this dump.

Just a view. I have found that when the Chartists give sign in one direction, the market behaves in opposite direction for a week as if it wants to show the Chartists wrong. But over two to three weeks, their views are vindicated. It is other thing, for a novice, they do not make sense. They tell that what their charts are telling and then tell that how far it will fall further. But they will end their analysis with the factor 'if' and tell that if it turns around then it will reach that high. One is perplexed to understand that what actually they are telling. However, if one understands the market, then, they are always telling the matter of fact things. They are not dictating or prophecies. They give the pattern and you have to learn to feel the pattern instead of understanding them.


Friday, November 18, 2011

Negative News on Suzlon



Suzlon,a highly traded share, is checking lower side.

Check the Report HERE.

There are contradictory recommendations. If one expert says "SELL" then other says "BUY".

What has happened to Indowind.

I am having this script in which I have booked partial losses. However, the quantity of losses is such that I do not see to recover my principal amount.



Tuesday, November 15, 2011

M&M Q2, 2011



Same story. Increase in cost and fall in profit but there is profit. This is the story of Mahindra and Mahindra.

Check Here



TATA Power Q2 2011




Tata Power is one of my portfolio share. It is available in range of Rs. 100 after split.

It has reported loss for this quarterly due to increase in costs.

I will buy more.

Check HERE


Saturday, November 12, 2011

A Trend Review Nov 11



Check this report HERE

Just a Question:

The inflation increases when people consume more. That means there is increase in spending. Now Who is the biggest spender in an Economy?

Answer: The Government.

So if the government security interest (Small Saving schemes with fresh higher rates) increases who will get more money to spend?

Answer: The government.

Who is the cause of increase in inflation by spending more?

Answer: The Government.



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.