tag:blogger.com,1999:blog-4899103722933689680.post4615082712554429814..comments2024-02-27T11:21:48.313+05:30Comments on Beating The Dalal Street............: SECURITY THREAT - Indian secrets fall prey to Chinese hackers .........Rajeev Desaihttp://www.blogger.com/profile/13770541646082106675noreply@blogger.comBlogger17125tag:blogger.com,1999:blog-4899103722933689680.post-66308869871190524262010-04-14T23:10:28.074+05:302010-04-14T23:10:28.074+05:30No, my main problem is that they dont have any sig...No, my main problem is that they dont have any significant operations at the moment and i dont want to put my money without seeing good operational numbers from them. If you are convinced, please go ahead and buy it, all i said is that i am not.mehttps://www.blogger.com/profile/16736544106930851555noreply@blogger.comtag:blogger.com,1999:blog-4899103722933689680.post-85573261048640955702010-04-14T20:13:39.882+05:302010-04-14T20:13:39.882+05:30Hi ME,
Few months back there was a news that RPOWR...Hi ME,<br />Few months back there was a news that RPOWR started production in its ROSA plant. Also as Rajeev says that management does not matter till fundamentals are strong. Do you think he won 28000MW projects just like that. Also anil did not have any experience in executing projects in Telecom, entertainment and Financial sector. But once he entered he elbowed out his competitors from the race. Adlabs, Rcom, Reliance money are good examples.<br />I am not trying to convince you but just wanted to know if anil ambani is the only reason for you to stay away from RPWR. Since analysing fundamentals is bit difficult for me so I am not sure if fundamentally RPWR is strong or not but if at all Anil ambani is the only reason for to stay then I don't think its the right reason.Unknownhttps://www.blogger.com/profile/10368734751242596674noreply@blogger.comtag:blogger.com,1999:blog-4899103722933689680.post-4515470660056859932010-04-12T21:57:36.874+05:302010-04-12T21:57:36.874+05:30Hi Ashish,
I am also not a big fan of Anil Ambani....Hi Ashish,<br />I am also not a big fan of Anil Ambani. As Nirash pointed out, they havent yet started production. I dont track it, so dont know if their projects are nearing completion, which could add as a trigger.mehttps://www.blogger.com/profile/16736544106930851555noreply@blogger.comtag:blogger.com,1999:blog-4899103722933689680.post-50965479393634566732010-04-12T20:48:12.040+05:302010-04-12T20:48:12.040+05:30Posted by : EquityAdviser from MMB
JSW Energy - B...Posted by : EquityAdviser from MMB<br />JSW Energy - Belong to OP Jindal group who have controlling stake of more than 70% in JSW Energy.OP Jindal group is known for successfully implementing and running large scale greenfield projects in the past.Most of JSW Energy projects are going on as per the targeted time frame thereby few already contributing to top & bottom line. JSW energy is having highest RONW of more than 30% which is the best among all power stocks including NTPC & Reliance Ind Infra. JSW is all likely to emerge as largest power sector player by the year 2017 moving ahead of NTPC & Reliance.Also JSW Energy is going in backward integration of investing & owning coal mines both in India & abroad thereby meeting the coal demand for running their plants.OP Jindal group commanding good discounting on bourses, JSW Energy will be in the same league of its other group companies like JSW Steel in terms of share price over 3-4 yrs time period. Immediate target is 140-150 for JSW Energy. And longterm sky is the limit for JSW Energy. Invest in JSW Energy as if you are investing in FD of 3yrs. Investors will reap rich harvest in JSW Energy.<br /><br />Reliance Power - Anil Ambani owned group had mopped up huge money from investors at unreasonable premium given the long gestation period of various projects.Thanks to legacy of Dhirubhai for Anil to mop up such huge money from market at such high premium during bull run of 2007. Coming to capabilities of Anil Ambani in implementing such large scale projects remain little skeptical. Anil is known as a number crunching man rather than a project man unlike his elder sibling Mukesh who is master in executing mega projects.The testimony is successful execution of Reliance refineries in Jam Nagar under Mukesh leadership.<br />More than 2 years have passed from Reliance Power IPO hit the markets but still their projects are under implementation and nothing is contributing to Top & Bottom line. Anil may also opt to merge Reliance Power with Reliance Indl Infra later at a swap thats more favourable for RII.Same like ILU(Reliance Polypropylene) & PILU (Reliance Polyethylene) are merged into RIL in 90`s.<br /><br />NHPC - Huge equity base. Its Hydro power specific stock.Will take many many years to declare even a 5% paltry dividend.Will continue to have poor discounting on bourses due to earnings and equity mismatch.<br /><br />Adani Power - Projects are still at implementation stage.Adani group is new for such large scale projects.High equity base compared to JSW.Earnings mismatch with equity. Invest if you feel must or on progress of projects cautiously.<br /><br />Indiabulls Power - Strictly stay away from Indiabulls group.They are just trading & financing group.Have no experience in executing mega power projects.They also have mopped up money from public so far no proper information available about implementation.I am skeptical about India Bulls group. Indiabulls power is available cheap at below issue price but it doesn`t merit investment. Don`t invest in it just because its available cheap. Rather than buying 500 Indiabulls, better buy 200 JSW Energy.<br /><br />Above are entirely my views.And put forward on best of my knowledgenirashhttps://www.blogger.com/profile/14165590485881575065noreply@blogger.comtag:blogger.com,1999:blog-4899103722933689680.post-52241833882410593832010-04-12T20:19:04.152+05:302010-04-12T20:19:04.152+05:30Thanks Rajeev,
I would not exit suajana in any cas...Thanks Rajeev,<br />I would not exit suajana in any case as already I have got a decent profit. also I believe that it can touch 500/- when time ripe for it.<br />Also thanks to "Me" for suggesting JSW energy. But just want to know if u are tracking RPOWER as it is just floating @150/- and shares are 230crores. Has projects of 28000MW till 2017. JSW with 165Crores shares is floating @117/-. Do u think still JSW is better as no other power company in india has even secured one-fourth of projects that RPOWER has. I just wanted to know as I am not strong in analysing fundamentals and future prospects.Unknownhttps://www.blogger.com/profile/10368734751242596674noreply@blogger.comtag:blogger.com,1999:blog-4899103722933689680.post-73637631864983647492010-04-12T10:40:35.347+05:302010-04-12T10:40:35.347+05:30Hi. Can u put some light on garden silk and rswm, ...Hi. Can u put some light on garden silk and rswm, regardsnamithttps://www.blogger.com/profile/14373507101233297785noreply@blogger.comtag:blogger.com,1999:blog-4899103722933689680.post-79807282129416879502010-04-12T08:55:09.663+05:302010-04-12T08:55:09.663+05:30Hi Ashish,
Have been tracking JSW Energy for a whi...Hi Ashish,<br />Have been tracking JSW Energy for a while. You can check it since you are looking for a power companymehttps://www.blogger.com/profile/16736544106930851555noreply@blogger.comtag:blogger.com,1999:blog-4899103722933689680.post-71851421972512257902010-04-12T07:02:44.576+05:302010-04-12T07:02:44.576+05:30Dear Ashish,
That is upto you to decide whether to...Dear Ashish,<br />That is upto you to decide whether to still go with Sujana Towers or not...I am here not to convince anyone.....if in doubt leave the stock...Rajeev Desaihttps://www.blogger.com/profile/13770541646082106675noreply@blogger.comtag:blogger.com,1999:blog-4899103722933689680.post-55753436618716288902010-04-11T15:15:30.943+05:302010-04-11T15:15:30.943+05:30No problem Rajeev. I understand that. This query w...No problem Rajeev. I understand that. This query was because sujana towers equity capital doubled in dec quarter. So I was skeptical that will this reduce the price of Sujana towers by half. Will that fall to 25 levels. The same happened to IKF tech also and from then on it never moved up from 4/- level.<br />I also want to thank you for 11th april's pick "Rathi steel & Power". For long I had a feel that Steel and power would rule this decade but I don't have the capability of finding multibagger so invested in adhunik mettaliks but still wanted a company available cheap and then came your pick. But still I am in search of a power company that can do wonders in my portfolio. I hope some day you come up with some wonderful power scrip.<br />Thanks,<br />Ashish.Unknownhttps://www.blogger.com/profile/10368734751242596674noreply@blogger.comtag:blogger.com,1999:blog-4899103722933689680.post-88174913816608223792010-04-10T22:51:02.368+05:302010-04-10T22:51:02.368+05:30Ashish,
These are the basics and u need to read so...Ashish,<br />These are the basics and u need to read some books on that...I can't explain it here....it becomes lengthy...Rajeev Desaihttps://www.blogger.com/profile/13770541646082106675noreply@blogger.comtag:blogger.com,1999:blog-4899103722933689680.post-91680744399177239282010-04-10T20:19:05.169+05:302010-04-10T20:19:05.169+05:30Hi Rajeev,
Thanks for all your good work that you ...Hi Rajeev,<br />Thanks for all your good work that you are doing. Rajeev I understand that you have little time for replies to the queries asked by your followers. But it will be helpful for me to know few basics of the market if you can clarify my doubt. I would not disturb you again for the same query even if you do not reply but yes I would definitely ask some other query :)<br />I am posting my query again. I wl be thankful to you if I get a reply.<br /><br />My query is not about any specific scrip but rather wanted to know about the term "Equity capital" that is given in the balance sheet during quarterly results. What importance it has on the price of any stock. Sometimes it increases and sometime it decreases. My guess is that if this increases it means that company has issued more shares in the market but I am not sure about this. And if at all this is correct then is it good for the stock price as the eps can fall becoz of this.<br />Thanks,<br />Ashish.Unknownhttps://www.blogger.com/profile/10368734751242596674noreply@blogger.comtag:blogger.com,1999:blog-4899103722933689680.post-11366089585957090222010-04-07T18:01:54.943+05:302010-04-07T18:01:54.943+05:30ravi,
that is what I like....people keep thinking ...ravi,<br />that is what I like....people keep thinking that way...and never buy it.....that is what operator wants...underownership....I like that way...Rajeev Desaihttps://www.blogger.com/profile/13770541646082106675noreply@blogger.comtag:blogger.com,1999:blog-4899103722933689680.post-9965524345132071642010-04-07T17:59:04.614+05:302010-04-07T17:59:04.614+05:30dear rajeev
in your old messages i found you reco...dear rajeev<br /><br />in your old messages i found you recommended stock mazda industry. But it was never discussed it on this blog. any particular reason why you like this stock. <br /><br />Also I would like to comment on Transgene as i am also a doctor by profession. On this I tend to agree with vikas.... as he said , there has been a lot of talk on oral insulin which will be nothing less than a revolution, but so far nothing which has been able to reach market.<br /><br />In the same way , unless something concrete and which is in final stages and approved by US FDA , everything about transgene will be a speculation<br /><br />thanks<br />raviravihttps://www.blogger.com/profile/02616580428989820786noreply@blogger.comtag:blogger.com,1999:blog-4899103722933689680.post-72880269101838443012010-04-07T17:16:07.975+05:302010-04-07T17:16:07.975+05:30jason,
Liquor Co will do good by passing of time a...jason,<br />Liquor Co will do good by passing of time as standard of living will come up.<br />The only stock I recomended somewhere else in last bull run in 2007 was Radico Khitan at 45 odd and 10 paidup and after that it ran like a bullet....I missed myself that call.....but yes, as u say,Jagatjit and Mount Shivalik still offers value....as I have observed that Mcdowell and United Spirit are valued in big way with peers Co Internationally....Rajeev Desaihttps://www.blogger.com/profile/13770541646082106675noreply@blogger.comtag:blogger.com,1999:blog-4899103722933689680.post-85373769360001710352010-04-07T17:04:13.683+05:302010-04-07T17:04:13.683+05:30Hi Rajeev,
I am new to this blog and this is my fi...Hi Rajeev,<br />I am new to this blog and this is my first msg to you though I have been following your recommendation for last one month and find it very useful. Thanks for this.<br />My query is not about any specific scrip but rather wanted to know about the term "Equity capital" that is given in the balance sheet during quarterly results. What importance it has on the price of any stock. Sometimes it increases and sometime it decreases. My guess is that if this increases it means that company has issued more shares in the market but I am not sure about this. And if at all this is correct then is it good for the stock price as the eps can fall becoz of this.<br />I will be thankful to you if you can clarify my doubt. This might be useful to other fellow investors also.<br />Thanks,<br />Ashish.Unknownhttps://www.blogger.com/profile/10368734751242596674noreply@blogger.comtag:blogger.com,1999:blog-4899103722933689680.post-42097545314613731012010-04-07T14:27:38.597+05:302010-04-07T14:27:38.597+05:30All fellow investors
i will bring very interestin...All fellow investors <br />i will bring very interesting thing in your notice.<br />I was in heavy losses in Amtek auto. I discussed with Rajeev bhai regarding that. Then I found this:<br />Beating The Dalal Street............: Petron Eng........My old ...<br /><br />Nov 09, 2009<br />Investors like you , professtionals , should go all out and buy big stake in co like KPIT Cummins, Apar etc....they are fundamentally very strong co....and not to try to find stories....ofcourse one can buy small stake there but the ...<br />http://rajeevdesai.blogspot.com/ <br /><br />I converted my huge quantity into kpit and apar. Belive me I covered my losses n today I am in gains.<br />so this is how losses are converted in great gains..........sandeephttps://www.blogger.com/profile/07992017267031789655noreply@blogger.comtag:blogger.com,1999:blog-4899103722933689680.post-67407470823991418852010-04-07T11:25:24.114+05:302010-04-07T11:25:24.114+05:30dear rajeev,
cheers mate, mount shivalik is up 20...dear rajeev,<br /><br />cheers mate, mount shivalik is up 20% today.<br />keep a close eye on it. it has got around 7% market share. here is the earlier link posted for your info.:-<br /><br />http://saarthi.blogspot.com/2007/12/mount-shivalik-industries-ltd-10200-rs.html<br /><br />http://www.capitalmarketplus.com/CABNAS/Cabstory.asp?SNo=142954&opt=<br /><br /><br />Similar upmove will be seen in Jagatjit industries<br /><br />regards,<br /><br />jasonUnknownhttps://www.blogger.com/profile/16736008948320090778noreply@blogger.com