tag:blogger.com,1999:blog-4899103722933689680.post5107830355823269298..comments2024-02-27T11:21:48.313+05:30Comments on Beating The Dalal Street............: 2010 FORECAST - IMF upgrades India growth to 9.4%..........Rajeev Desaihttp://www.blogger.com/profile/13770541646082106675noreply@blogger.comBlogger18125tag:blogger.com,1999:blog-4899103722933689680.post-71757871564731703912010-07-24T02:41:07.090+05:302010-07-24T02:41:07.090+05:30More about Essar Oil - http://www.hydrocarbons-tec...More about Essar Oil - http://www.hydrocarbons-technology.com/projects/essar/Mitulhttps://www.blogger.com/profile/17668255422272726884noreply@blogger.comtag:blogger.com,1999:blog-4899103722933689680.post-52114069379298146462010-07-15T20:42:26.559+05:302010-07-15T20:42:26.559+05:30hi rajeev
have you reached india. enjoy your vis...hi rajeev<br /> <br />have you reached india. enjoy your visit back home.we will wait for you to come back on the board.<br /><br />raviravihttps://www.blogger.com/profile/02616580428989820786noreply@blogger.comtag:blogger.com,1999:blog-4899103722933689680.post-69905011833895518532010-07-15T19:51:31.457+05:302010-07-15T19:51:31.457+05:30Hai Rajeevji
Where R u? You are silent nowadays.
...Hai Rajeevji<br /><br />Where R u? You are silent nowadays.<br />I hope you are Ok.<br />Take care!<br /><br />Vishnu R Nairvishnuhttps://www.blogger.com/profile/15469795733336815063noreply@blogger.comtag:blogger.com,1999:blog-4899103722933689680.post-72361529957214765392010-07-14T17:07:29.697+05:302010-07-14T17:07:29.697+05:30Dear Rajeev,
Came across a very interesting artic...Dear Rajeev,<br /><br />Came across a very interesting article on Gas outlook in India. Posting the link for your reference and views.<br /><br />http://www.businessworld.in/bw/storyContent/2010_03_20_Gas_Trouble.htmlMitzzzzzzhttps://www.blogger.com/profile/00407714675154666479noreply@blogger.comtag:blogger.com,1999:blog-4899103722933689680.post-13399703302916377642010-07-13T20:30:17.834+05:302010-07-13T20:30:17.834+05:30Dear Rajeev,
Good.......Great........Excellent Ne...Dear Rajeev,<br /><br />Good.......Great........Excellent News in PSL <br /><br />Good News - Price of PSL has gone up from a low of Rs 120 to Rs 140 in a short period<br /><br />Great News - ET now is flashing exclusive news that PSL will win orders worth 500cr in the US in the next month or two and order worth Rs 400 cr from UAE. Also pipeline cacacity in UAE will be expanded by 1 Lakh TPA<br /><br />Excellent News - more tenders are under negotiation and will get finalised soon. <br /><br />I personally expect an order of 500cr to 1000 cr from Gail in the very near future and a total order book upwards of 4000 cr (excluding the currect 2100 cr order book )by the year end<br /><br />AM I BEING TOO OPTIMISTIC ??Mitzzzzzzhttps://www.blogger.com/profile/00407714675154666479noreply@blogger.comtag:blogger.com,1999:blog-4899103722933689680.post-79279634179082574462010-07-13T15:23:05.097+05:302010-07-13T15:23:05.097+05:30Latest on board
Kpit Cummins Infosystems Ltd has ...Latest on board<br /><br />Kpit Cummins Infosystems Ltd has informed BSE that the Board of Directors of the Company at its meeting held on July 13, 2010, have approved the following proposal :<br />1. Acquisition of a Germany based Automotive product Company, subject to regulatory approval(s) as required in Germany.<br /><br />2. The consideration approved for the said acquisition is upto Euro 3 Million to be paid over a period of three years.<br /><br /><br />Spanco Ltd has informed BSE that the Company has won the IT contract to create IT infrastructure and deploy advanced Library Management Systems at the prestigious "Anna Centenary Library (ACL) of Chennai". The project aims to implement the most modem technology in Library Management available globally.Dhirajhttps://www.blogger.com/profile/09773079905823433794noreply@blogger.comtag:blogger.com,1999:blog-4899103722933689680.post-34433036483133042802010-07-10T22:19:42.874+05:302010-07-10T22:19:42.874+05:30Dear Rajeev,
Sorry to bother you, I asked it beca...Dear Rajeev,<br /><br />Sorry to bother you, I asked it because I am holding it from its IPO. <br />Your call on BPCL & HPCL is good by another way is under ownership in these stock.raj shahttps://www.blogger.com/profile/10950259448065481621noreply@blogger.comtag:blogger.com,1999:blog-4899103722933689680.post-32821892407562004762010-07-10T19:21:56.351+05:302010-07-10T19:21:56.351+05:30TT,
That is what is happening.Readers don't r...TT, <br />That is what is happening.Readers don't read it properly.Try to reread again my post......<br />I wrote, Cairns India I had not recomended here...except other...!...it is a LT call....there can never be a ST call ...at my blog...Rajeev Desaihttps://www.blogger.com/profile/13770541646082106675noreply@blogger.comtag:blogger.com,1999:blog-4899103722933689680.post-87320791981714804532010-07-10T18:23:31.927+05:302010-07-10T18:23:31.927+05:30vishnu,
Sel Mef is a very speculative counter.I ha...vishnu,<br />Sel Mef is a very speculative counter.I have seen the movement when it got listed.<br />Promoters stake has come down which shows in the price as well.<br />If Co is making good profit why promoters needs to sell?<br />The price is still below 5 p/e then instead of buying from the market and increasing his stake why he sold?<br />That is one of the reason why price is going down...or not going up.....I don't like this counter...but one can buy couple of hundreds to see where it goes....Rajeev Desaihttps://www.blogger.com/profile/13770541646082106675noreply@blogger.comtag:blogger.com,1999:blog-4899103722933689680.post-83583142364570285292010-07-10T18:18:08.318+05:302010-07-10T18:18:08.318+05:30Dear Rajeev,
You have said Keep or buy these abov...Dear Rajeev,<br /><br />You have said Keep or buy these above stocks for LT.......Except Cairns India. Is cairn india good for short termraj shahttps://www.blogger.com/profile/10950259448065481621noreply@blogger.comtag:blogger.com,1999:blog-4899103722933689680.post-79652325411821697942010-07-10T09:35:08.882+05:302010-07-10T09:35:08.882+05:30Dear prasanth,
I quote it from rediff for 2008-20...Dear prasanth,<br /><br />I quote it from rediff for 2008-2009.it is given 102 for last financial year. But inMoneycontrol it is given RS 183 for the same period.<br /><br />I have no other information.<br /><br />Regards<br /><br />Vishnu R Nairvishnuhttps://www.blogger.com/profile/15469795733336815063noreply@blogger.comtag:blogger.com,1999:blog-4899103722933689680.post-8697309640247986582010-07-10T05:11:10.364+05:302010-07-10T05:11:10.364+05:30Vishnu,
Could you please explain how to get the r...Vishnu,<br /><br />Could you please explain how to get the reliable Book Value ?<br /><br />Do you refer to some site or calculate based on the previous Balance sheet?<br /><br />Regards<br />PrashantPrashanthttps://www.blogger.com/profile/07036425366961203766noreply@blogger.comtag:blogger.com,1999:blog-4899103722933689680.post-5705378096691857502010-07-10T03:09:42.888+05:302010-07-10T03:09:42.888+05:30Rajeevbhai, i am not sure you missed essar oil &am...Rajeevbhai, i am not sure you missed essar oil & gas mentioning here or its not comparable in this category? I know essar is very long term storyMitulhttps://www.blogger.com/profile/17668255422272726884noreply@blogger.comtag:blogger.com,1999:blog-4899103722933689680.post-20556889605931362292010-07-09T20:06:12.913+05:302010-07-09T20:06:12.913+05:30Dear rajeev,
I want your suggession about Sel ma...Dear rajeev, <br /><br />I want your suggession about Sel manufacturing ltd. It is posting good results every year.and has a BV of Rs.130. Mcap of 167Cr,reserves of 298cr. P/E of 2.67(only).Sales of 272cr for the last Qtr.and is trading at Rs.55/-today.<br /><br />What you think Rajeev. Please have a look at this company and convey your suggestion. <br />I am tracking this company for a long time.<br /><br />One thing i came to know that promotor holding came down drastically in the last quarter.<br /><br />Vishnu R Nairvishnuhttps://www.blogger.com/profile/15469795733336815063noreply@blogger.comtag:blogger.com,1999:blog-4899103722933689680.post-32944639501076900822010-07-09T18:14:40.889+05:302010-07-09T18:14:40.889+05:30kiran,
DHP still looks good to me...kiran,<br />DHP still looks good to me...Rajeev Desaihttps://www.blogger.com/profile/13770541646082106675noreply@blogger.comtag:blogger.com,1999:blog-4899103722933689680.post-75900315572738671952010-07-09T17:21:54.083+05:302010-07-09T17:21:54.083+05:30Rajeev I already talked you about bribery in power...Rajeev I already talked you about bribery in power sector now there is recent case in american court in which that firm admitted to pay bribe to NTPC , Bhel officials. Former CID chief says that they take it for granted as this is there right.<br /><br /><br />New Delhi: While the Central Bureau of Investigation (CBI) is yet to complete a probe into the alleged pay-offs made by Russia’s Technoprom Exports for getting a contract to supply boilers to NTPC Ltd’s Barh power project in Bihar, Interpol has told the federal investigation agency that an offshore transaction did take place that involved transfer of Rs90 crore to Raveena Associates, Technoprom’s agent in India.<br /><br />“While the inquiry is still on and the report is expected to be submitted in a few days, CBI has been informed by the Interpol that an offshore transaction did take place that involved a transfer of Rs90 crore to Raveena Associates, its agent in India,” said a top government official, who asked not to be named.<br /><br />Interpol, or International Criminal Police Organization, facilitates cross-border police cooperation and has 186 member countries.<br /><br />After Technoprom Exports was awarded the contract in February 2005, CBI had raided the house of C.P. Jain, the then chairman and managing director of NTPC. It was also found out that Technoprom had not disclosed the existence of its Indian agent—Raveena Associates—at the time of placing the bid.<br /><br />It has been alleged that Raveena Associates used the money to make pay-offs to Jain and others.<br /><br />“The 1,980MW project has been controversial from the start—when CBI raided the home of C.P. Jain over the issue of alleged pay-offs made by Technoprom,” said a senior power ministry official, who didn’t want to be identified.<br /><br />The development was independently confirmed by two government officials.<br /><br />Raveena Associates could not be contacted. Both Jain and R.S. Sharma, NTPC’s current chairman and managing director, refused to comment. In an email, Interpol said Mint should contact CBI, but a CBI spokesperson declined to comment on the development, saying that he was on leave and his office should be contacted. Repeated phone calls to his office went unanswered.<br /><br />When questioned about its relationship with Raveena Associates and asked to comment on Interpol’s confirmation, Technoprom, in a garbled email response to Mint, wrote: “We to given any relation have no transaction. I ask you not to lift this theme more.”<br /><br />The Rs8,700 crore Barh power project, which is already behind schedule by two years, has virtually come to a standstill following contractual disputes between the state-owned power producer and Technoprom as reported by Mint on 2 May.<br /><br />The project’s foundation stone was laid by former prime minister Atal Bihari Vajpayee in 1999.<br /><br />The 1,980MW project requires 40,000 tonnes of construction material of which only 30%, or 12,000 tonnes, has been sourced. NTPC is India’s largest power generation company with a capacity of 29,144MW. The delay in the project will affect its plans to raise the total capacity to 50,000MW by 2012raj shahttps://www.blogger.com/profile/10950259448065481621noreply@blogger.comtag:blogger.com,1999:blog-4899103722933689680.post-14531009008332500702010-07-09T17:06:47.616+05:302010-07-09T17:06:47.616+05:30Dear Rajeev,
Hats off to your analysis
God Bles...Dear Rajeev,<br /><br />Hats off to your analysis <br /><br />God Bless Youraj shahttps://www.blogger.com/profile/10950259448065481621noreply@blogger.comtag:blogger.com,1999:blog-4899103722933689680.post-48252814370744054132010-07-09T11:49:03.003+05:302010-07-09T11:49:03.003+05:30Dear Rajiv,
Is DHP India a value buy even now for...Dear Rajiv,<br /><br />Is DHP India a value buy even now for say for an year?<br /><br />Regards,<br />KiranRamki067https://www.blogger.com/profile/09063471658321156933noreply@blogger.com