tag:blogger.com,1999:blog-4899103722933689680.post1825320474188271182..comments2024-02-27T11:21:48.313+05:30Comments on Beating The Dalal Street............: Mukesh Ambani's broadband plan? Kar lo duniya mutthi mein-IIRajeev Desaihttp://www.blogger.com/profile/13770541646082106675noreply@blogger.comBlogger10125tag:blogger.com,1999:blog-4899103722933689680.post-4165528746270748382010-06-21T04:12:54.906+05:302010-06-21T04:12:54.906+05:30Rajeev,
In my previous message on Sasken, I have ...Rajeev,<br /><br />In my previous message on Sasken, I have used the word "Fact"<br /><br />The first paragraph "Telecom Sector bottming ..." cannot be called as a fact. May be I can call it as a foresee/prediction <br /><br />But the rest of them are facts.<br /><br />Just avoiding confusion :)<br /><br />-PrashantPrashanthttps://www.blogger.com/profile/07036425366961203766noreply@blogger.comtag:blogger.com,1999:blog-4899103722933689680.post-58030403521058674152010-06-21T01:53:42.158+05:302010-06-21T01:53:42.158+05:30Hi Rajeev,
Do you follow Sasken Communication Tec...Hi Rajeev,<br /><br />Do you follow Sasken Communication Technologies ?<br /><br />If you follow it, need you comments on the following facts.<br /><br />Telecom sector now bottoming out. <br />Hence, 3G and smart phone demand will give big boost to sasken. <br /><br />Also, Ashish Dhawan single hand has more than 8% holding in it. Nobody in promoter has this much of holding. So management has to come back with some aggressive share buyback. <br /><br />Also, Reliance Capital increasing it stake in sasken. <br /><br />One more strength is Kiran Karnik, who is an additional director in effect from Oct-2009. He might change the game for Sasken<br /><br /><br />Considering these, is it worth to buy this scrip from 2 to 3 years perspective?<br /><br />Regards<br />Prashant<br /><br />(I have taken comments from MMB - abhaytiw)Prashanthttps://www.blogger.com/profile/07036425366961203766noreply@blogger.comtag:blogger.com,1999:blog-4899103722933689680.post-3709459753758085472010-06-20T19:56:47.114+05:302010-06-20T19:56:47.114+05:30nirash, Assam Co is a buy and hold ...as per me..nirash, Assam Co is a buy and hold ...as per me..Rajeev Desaihttps://www.blogger.com/profile/13770541646082106675noreply@blogger.comtag:blogger.com,1999:blog-4899103722933689680.post-39332137159822565772010-06-20T19:56:16.151+05:302010-06-20T19:56:16.151+05:30kk,
if the prices of cotton is going to come down ...kk,<br />if the prices of cotton is going to come down then all textile co will be beniffited from it and the bottomline should go up.....Rajeev Desaihttps://www.blogger.com/profile/13770541646082106675noreply@blogger.comtag:blogger.com,1999:blog-4899103722933689680.post-73019103961015472562010-06-20T18:47:46.097+05:302010-06-20T18:47:46.097+05:30nirash,
it is not necessary that with changing in ...nirash,<br />it is not necessary that with changing in management from shriram epc to Haldia Coke will result in IPO.They are all gr Co and the stake change has happened is due to shriram epc is an Eng Co and so they found it prudent to transfer it to Haldia Coke.Rajeev Desaihttps://www.blogger.com/profile/13770541646082106675noreply@blogger.comtag:blogger.com,1999:blog-4899103722933689680.post-91752853804007129612010-06-20T18:11:22.856+05:302010-06-20T18:11:22.856+05:30Dear Mr Rajeev
I have read this message from MMB...Dear Mr Rajeev <br /><br />I have read this message from MMB<br />Quote<br />company promoters are changed from Shriram EPC to Haldia Coke & Chemicals Ltd. On 15-06-10, 55.17 Lakh shares changed hands from M/S Shriram EPC to M/S Haldia Coke in two bulk deals, at an average market price of Rs.92.58, constituting a total of 40.09% shares of the company. Whether Haldia Coke is planning an open offer to the public<br />unquote<br /><br />I like to have your valuable opinion on the above subjec<br /><br />Thanks and regardsnirashhttps://www.blogger.com/profile/14165590485881575065noreply@blogger.comtag:blogger.com,1999:blog-4899103722933689680.post-32894599241181446142010-06-20T10:44:13.259+05:302010-06-20T10:44:13.259+05:30Dear Rajeev,
When read about Loyal Tex, suddently...Dear Rajeev,<br /><br />When read about Loyal Tex, suddently recalled news about expected demand of indian cotton in coming months.I think many might have noticed this news in E.T. in May-19.However I post the same here just for ready reference for Sri.Rajeev and the attention of other friends who didnt read the article.I feel only experienced hands can evaluate these kind of news which deals with possibilities .(If this news is not worth ,Please deleat this message so as to save the time of the readers who trae each and every line of this blog). <br /><br />Global short supply to push cotton prices up<br />19 May 2010, 0027 hrs IST,S Sujatha,ET Bureau<br /> <br /><br /><br /><br /><br />COIMBATORE: Cotton prices are expected to firm up further in the current season as demand is higher than supply in the international market. A trade <br /><br />source says that whatever way the Indian government decides on the revaluation of the pending registered cotton exports, the prices will only go up globally. <br /><br />At present, Indian cotton prices are lower compared to global prices. While Shankar 6, a much-sought-after variety in India, is selling at 83.5 cents/pound, the international varieties equivalent to this cotton are selling between 92 cents/pound and 94.5 cents/pound. <br /><br />As India is a cheaper source of cotton, the demand for Indian cotton has been higher this year in the global markets. India’s global share in the export market is pegged at 22% at 6 million American standard bales (1 bale is 220 kg). <br /><br />US is the largest exporter with 14 million American standard bales. While India is a net exporter, today it is struggling to balance between domestic needs and exports. The requirement of cotton has increased globally as the industry is on a revival path following recession. <br /><br />The country’s production is estimated at 292 lakh bales (1 bale is 170 kg) and export surplus is kept at 70-80 lakh bales this year. Of the 84 lakh contracted bales, 73 lakh bales have been physically moved out of India. <br /><br />If the government permits the export of remaining 11 lakh bales, there will be a definite shortage in the Indian market. <br /><br />Cotton analyst A Ramani told ET that if the government decides against allowing the export of remaining cotton, the local mills would be benefited. <br /><br />“But the prices in the international market will continue to move up due to shortage in supply,” he added. Sri Gomathy Mills MD and Cotton Textiles Export Promotion Council chairman VS Velayutham told ET that despite an increase in acreage of cotton cultivation, the yield is a bit lower this year due to abnormal delay in monsoon. <br /><br />Also the import of cotton is insignificant in India (2.5%) as textile mills predominantly import only the extra long staple (ELS) varieties from the US and other countries to manufacture finer counts of yarn. India has imported 1.9 lakh bales of ELS cotton from US, 1.75 lakh bales from Egypt and 50,000 bales from CIS countries. <br /><br />“In Indian cotton, the yarn realisation is less and therefore we import ELS variety cottons from other countries for making thinner fabrics,” said Mr V S Velayutham. His company has imported cotton from Sudan this year. <br /><br />Of the non-ELS varieties, India imports around 3 lakh bales every year for a lesser price. In September 2009, imported cotton was 2 cents/pound cheaper than the Indian cotton. But due to price parity, where the Indian cotton is cheaper, only random booking has taken place for the non-ELS varieties after October 2009. <br /><br />“But now, a situation is developing where Indian spinners might be forced to import due to compulsion,” said Mr Ramani. Cotton production is expected to go up by around 8% globally in 2010-11. “The increase in supply will be capable of taking care of increasing demand and so the chances of prices shooting up abnormally are remote after July 2010, when the new international cotton season begins,” he added.kolu kuttanhttps://www.blogger.com/profile/02036173464109095335noreply@blogger.comtag:blogger.com,1999:blog-4899103722933689680.post-73841605406586523732010-06-20T06:23:13.093+05:302010-06-20T06:23:13.093+05:30Dear Mr Rajeev
What about Asscam Company, I khow ...Dear Mr Rajeev<br /><br />What about Asscam Company, I khow that you have remmonded much earlier, I want to khow whether i can enter now at current rate Rs 20, I heard that<br />huge potential in the company, but my only worry is that last quarter sales is down almost by 1/4 and ended with loss. Waiting eagerly for your guidance about assam companynirashhttps://www.blogger.com/profile/14165590485881575065noreply@blogger.comtag:blogger.com,1999:blog-4899103722933689680.post-18254132425071402212010-06-19T20:27:17.587+05:302010-06-19T20:27:17.587+05:30Dear Rajeev,
Very right if mukesh is into broadba...Dear Rajeev,<br /><br />Very right if mukesh is into broadband then it means wireless braodband business is set to grow. But rajeev I think sunil mittal is more smarter than mukesh. Yes total govt machinery is behind mukesh so he may wins. Mukesh has big plans in retail he buys major prime lands in auction in delhi in 2007 with huge premium. He start doing construction in 2007 itself but stops construction as recession starts and he still not started the construction. But this momentum changes the rates of land in these areas. All land owners were benifitted immensely as if mukesh is buying at that rates why can we sell or buy at that rates. That is mukesh Phenomena. I think bharti also going that way with wallmart.raj shahttps://www.blogger.com/profile/10950259448065481621noreply@blogger.comtag:blogger.com,1999:blog-4899103722933689680.post-51143984238163129642010-06-19T00:42:15.425+05:302010-06-19T00:42:15.425+05:30Very nice article Rajeev. You see that thing what ...Very nice article Rajeev. You see that thing what we are not able to. I couldn't have guessed that mukesh coming into this sector means this lot.Unknownhttps://www.blogger.com/profile/10368734751242596674noreply@blogger.com