Presidential Elections: Support Dr.Meira Kumar

Bihar and Jharkhand governments have no choice but to support Dr.Meira Kumar. As defeat of "Bihar ki Beti" will invariably bring Shame to the Biharis and Jharkhandis (or erstwhile unified Bihar). Do you think that, people of Bihar will leave Nitish Kumar Scott - free, if Dr.Meira Kumar loses ? So, Nitish Kumar has very little option left but to support, Dr.Meira Kumar.

Moreover, if Nitish Kumar wants to fall in the BJP's well calculated electoral TRAP no one can save him in the next election.

Also, I am surprised to see Mr.Navin Pattanayak, so easily chewing the RSS bait. Orissa is a state, where there is large chunk of Tribal Christian voters loyal to the BJD (Biju Janata Dal). I am still to fathom, BJD's sudden electoral gamble of siding with the RSS and the BJP; when Mr.Pattanayak has been maintaining distance from them since some time.

Besides, the election of Dr.Meira Kumar, who is educated, experienced and very sober, might also correct some of the historical mistakes of not making her father, the Prime Minister of India.

Also, I don't think all the Muslim and Christian MPs and MLAs from the TDP and TRS will ever support a RSS backed Candidate, who acted against Dalit Christian and Muslin reservations. Therefore, invariably cross voting will take place, which might give the underdog, Ms.Kumar, a win. Support Dr.Meira Kumar, give a conscience vote and make her the 2nd Female President of India.

All the best to Dr.Meira Kumar.....👍✌



Thursday, June 22, 2017

Today's Call
Buy Unitech Ltd at Rs.5.25 for a target of Rs.10. The stock price is connected to J P Associates Ltd -- while the stock of JP Associates has crossed Rs.17, the stock price of Unitech Ltd is still near Rs.5, which looks absurd when according to a report, the construction companies are likely to.get benefited from input tax credit in the GST.

"Unitech has applied for a surrender of 221 acres of land. The matter is still not processed. However, once the land is accepted, we will make an estimate of the due and give them concessions against the debt," CEO, Noida Authority, Amit Mohan Prasad, said.

The Unitech officers when contacted confirmed this transaction. When enquired if this transaction closed their dues with authority, Executive Vice President - Real Estate Development, Unitech Limited Rana Rajesh Kumar confirmed, "Once processed, this will make Unitech DEBT FREE when it comes to Noida authority." 
Winnings Strokes: Think Different 
1. Simplex Projects Ltd hit another upper circuits in the  BSE and closed at Rs.51.50, reaching .y first target of Rs.51. Now what to do with Simplex Projects Ltd?

2. Prajay Engineers Synsicatre hit the buyer freeze at Rs.12.84 in the BSE, before closing at Rs.12.72 , up 4.50%. The stock is heading towards Rs.15--15.50.

3. My recently recommend Punj Lloyd Ltd jumped to Rs.19.20 before closing at Rs.19.95 in the NSE, with a gain of 6.46%. The company in a BSE filing said that it does not have 60% or more of its accounts categorized as NPA by the Banks as on 31 March 2016. The stock is heading towards Rs.25, from where it fell. Today, I will recommend a good dividend paying stock to the Paid Group Members.

Tuesday, June 20, 2017

Winning Strokes: Think Different
1. Prajay Engineers Ltd was recommended around for long term investors at Rs.10.80-11.20, 
at the end of last month. The stock hit the upper circuits today and closed at Rs.12 in the NSE with good volumes. However, in the BSE, the scrip is still ruling below Rs.11.70. The medium term investors can look for targets of Rs.15-15.50.

2. Simplex Projects was recommended as buy on 10 May, 2017 in this blog at Rs.34.65, with a price target of Rs.51-52. The s rip hit the UC today and closed at Rs.49.85 in the NSE. The long term investors can book some profits and hold with a SL of Rs.46.40, for targets of Rs.56-57. Its sister concern Simplex Infra is doing the Metro Railway project in Mumbai.

3. Today, Bhusan Steel Ltd, which is reeling with a debt of ~Rs.90,000 Crore moved up by 9.28% and closed at Rs.64.15. Following the same trend I feel the stock of Punj Lloyd (Rs.17.90) should also move up tomorrow, as the infrastructure and Real Estate stocks have started to move up. Speaking to a Business Channel from the sidelines of India Conference in Japan, Mr.Atul Punj, the CMD of the Punj Lloyd group, said the government is working to resolve the non-performing assets (NPA) issue. He said the EPC sector has made several doable recommendations to resolve the issue because EPC is not a sector where 5:25 package will work.
The company is trying to recover Rs.4700 crore stuck with customers for a long time and hope to recovery at least 50 percent of that in FY18, he said.
Punj Lloyd Ltd is having an order book of Rs.18,000 Cr plus.
Punj Lloyd traditionally provides integrated design, engineering, procurement construction and project management services in the energy and infrastructure sector. However, it has diversified its interests into aviation, defence and upstream through subsidiaries and joint ventures.

4. RCom today closed at Rs.19.05 in the NSE. Fresh positions can only be taken above Rs.22.50.

5. I have updated the Premium Members on Rasoya Proteins Ltd (Re.0.15) and soon will be recommending a good dividend paying scrip. The interested persons can join the Paid Service at the earliest.
Also, I have a scrip which can double in the short term. Those who can invest 2-3 lakhs (or more) on this B -group, BSE/NSE listed company can ping me at suman2005s@rediffmail. com or sumanm2007s@gmail.com. The profit sharing will be 50:50, between you and my firm.

Wednesday, June 14, 2017

Important
1. You can take fresh positions in Punj Lloyd Ltd at Rs.19.65, for targets of Rs.23-25. The
company came out with better numbers in Q4FY17.  Infrastructure developer Punj Lloyd Ltd, set up in its present avatar in 1988, had grown quickly into a $2.6-billion business house within two decades. 

Photo: The Times of India
For the full financial year 2017, the company reported a net loss at Rs.850 crore, lower than the Rs.1513 crore net loss reported for financial year 2016. The Group’s order backlog stands at Rs.18,561 crores.  Punj Lloyd Ltd's losses narrowed to Rs.181.58 crore in the fourth quarter of FY17. The company had posted a loss of Rs.396.15 crore for the year-ago. The order backlog is the value of unexecuted orders on March 31, 2017 plus new orders received after that date. 
With the government approval for a new strategic partnership policy in the defence sector, domestic manufacturers like Punj Lloyd Ltd, are hopeful of exploring huge order book (~Rs.2 lakh crore over the next 10 years) opportunities
Also, despite debt, Punj Lloyd's reputation of completing projects with compete quality control has remained intact, according to Industry watchers and analysts. Though the going is tough, the analysts do expect a revival in Punj Lloyd’s fortunes in the not-too-distant future.

2. Those who have invested in Gammon India Ltd (Rs.9.30) can think of switching to Punj Lloyd Ltd, because the scrip is not going anywhere during the last few days.

3. Those of you who have not exited RCom Ltd (Rs.18.30) till now, should keep the last SL as Rs.17.50.I however, find no hope of the stock price revival till August - September or in the short term unless some form of miracle happens. So, best option is to exit RCom and look for greener pastures, elsewhere.

Friday, June 09, 2017

Important Announcement 
1. Do you want to invest in a high dividend paying stock, which can also give a capital gain
of around 30% plus in a year.? You just need to buy and hold and book occasional profits.

2. Do you want to get updates on one of my small cap recommended counters, which I know many of you are holding? This stock can given 100% return in a year.

Then either join my Paid Service or Trade/Invest through my recommended brokerage house with a minimum portfolio size of Rs.1 lakhs by next Thursday, i.e. by 15.06.2017.

So, Rush me a mail at: suman2005s@rediffmail.com/sumanm2007s@gmail.com.

Wednesday, June 07, 2017

Will the RBI lower rates in the year? 
The answer is definitely yes, though the timing may be uncertain. While inflation is low and trending downwards, the outlook on possible negatives that may be driving inflation forward will be critical in this context. Presently, if inflation remains benign – and there is no reason to think otherwise, a cut of 25 bps may be expected in the next half though it is more likely to be invoked in October when the busy season starts.

---- Madan Sabnavis, chief economist at CARE Ratings, The Business Standard, 7 June, 2017.

Important
Photo: Live Mint
1. Those who have entered Prajay Engineers Ltd can either exitbat Rs.10.70 with minimum loss or keep holding with a SL of Rs.10.40.

2. The Prime Minister, Narendra Modi is likely to take a review of the stalled infrastructure projects. So many infrastructure stocks like MBL Infrastructure Ltd (Rs.35.05), HCC Ltd (Rs.42.45) are doing well. You can buy Gammon India Ltd at Rs.9.50, T: Rs.15. The stock looks good above Rs.9.45. The 1st resistance comes at Rs.10.60, followed by Rs.11.70 and Rs.12.90. In 2013 creditors approved a Rs.13,500 crore CDR package for Gammon. Gammon India in March said it has got members' nod to invest or buy up to 20% stake in Gammon Infrastructure Projects from wholly-owned arm Gammon Power Ltd. The company said it also got member's nod to authorise Gammon Power Limited, a wholly owned subsidiary to divest/sell/dispose off further equity shares of Gammon Infrastructure Projects Limited. Gammon India also announced that the National Company Law Tribunal, Mumbai Bench ('NCLT') has at the hearing held on 30 March 2017, approved the Scheme of Arrangement between Gammon India ('GIL' or 'the Transferor Company') and Transrail Lighting ('TLL' or 'the Transferee Company') and their respective shareholders and creditors ('the Scheme') for transfer of the Company's T&D Undertaking.

3. There are too many uncertainties involved in the share of RCom Ltd (Rs.19.45). I would therefore suggest you to book loss and again enter either above Rs.22.50 or Rs.30.

Monday, June 05, 2017

Narendra Modi's Government is Testing the Patience of Indians ??!!
The GST: on Gold 3%, Real Estate 12%, Biscuits 18% and Telecom Services 18%.In the textiles category, silk and jute fibre have been exempted...... Silk saree's are worn by poor people only.......idiosyncrasies should have their limits.

Man-made apparel up to Rs.1,000 will attract a 5 per cent tax, lower than the existing 7 per cent. Those costing above Rs 1,000, will continue to attract 12 per cent. Man-made fibre and yarn will, however, attract a 18 per cent tax rate.

Where is 5% and where is 12% or 18%  -- Tughlaquian. It is like the 1st class fare of Mumbai's local trains are almost 4 times the 2nd class -- are the passengers if 1st class, super rich...? Are we having a pro-leftist government in India. .?

Some morons are busy with Cow and Triple Talaq, winking at serious economic issues; as GDP growth deteriorates and sector after sector gets destroyed. After construction/real estate, banking, telecom, Narendra Modi's government has put their black hand in pharmaceutical sector, putting a serious question mark on the sector's survival.

This Narendra Modi's government should quit now....the government wants to get votes by raising the bogey of extreme nationalism.

Adolf Hitler's experiments initially started in a docile manner, only to end up in mass massacres. The same is the case with Islamic Fundamentalism, which had its roots in Pakistan, Afghanistan and Iran, later spreading to Saudi Arabia, Egypt, Yemen, and now even to Indonesia, France, Uk and Bangladesh.

Narendra Modi's government is testing the patience of people...but when people gets angry, we know what happened in Libia, Romania, etc. Those who are still supporting Narendra Modi's government and his mediocre team, should re-think their strategies.
Investment in Stocks, TV Serials and Bollywood Feature Film/s
I am looking for deep pocketed ivestors who are ready to invest around Rs.30-50 lakhs in a
This is an  Bilingual Bollywood Feature
Film from our Production House. It is around
60% complete..
single share/stock based on the research reports presented to them. After they are ready with money they will be given the names of 3-4 stocks mentioning their future prospects. The investors can choose from the list and go for a target or time based investment. If they are uncomfortable to put such large sums of money in their trading account, they can do the same in my demat account and trade. The profit will be shared in the ratio of 50:50; the Period will be fixed for one year and it will be only on investment basis for one year (to get capital gains benefit). However, if the target is achieved earlier than 12 months, the position will be squared off...and the cycle repeated.

Also, on account of ensuring festival season (Eid, Ganesh Utsab, Durga Pooja, Navratri, Dussehera, Kali Pooja, Laxmi Pooja, Christmas, etc), I have decided to give 25% discount on the subscription of the paid service. This facility will be available till 31st December, 2017.

Moreover, if you lost money in some scrips like Reliance Communicatio Ltd, then don't worry. Start with fresh funds, with a target in mind, learning from the previous experiences. In share market there will be losses, those who backs out generally do not succeed. People like us, who are in the equity market for more than a couple of decades, have seen both ups and downs in our individual investments, but have always managed to come out as a winner over a period. Those who quits Midway, seeing losses, never makes money in share market. This is a place for tough guys, who don't buckle under extreme pressures. Always take the help of experts, for your stock market trading/investments. However, an expert can also, sometimes lose money due to judgemental errors, sudden government policy changes, predatory/wrong government policies and decisions, etc,  but over a period he always makes profit -- that is why he has managed to stay afloat here, under severe competition. That is why he is an EXPERT -- have faith on him, if you are somehow associated with him since sometime.

If anyone has the capacity to invest 1-1.5 crore in cash, then I can assure you fixed slots for TV Serials in reputed Channels like Star Plus, Zee, Colour, Sony, etc. I have a team of Bollywood directors, cameramen and specialized persons who can help you in your venture. Your work will be to invest, the production and publicity part will be taken care by my team. You can earn around Rs.2-3 lakh (net) per episode, which means Rs.8-15:lakhs per month, if the serial runs once a week. So, if the serial continues for 3 years, you have more than doubled your investments.

I am looking for financiers (or part financiers) who have the capacity to invest up to Rs.2 Cr, in a Bollywood flick, based on Mumbai's (Bombay's) underbelly. The storyline will be unique, hereto not seen on celluloid. The films like Satya, Vastav, Salam Bombay, etc were hits.

Send me a mail at: suman2005s@rediffmail.com/ sumanm2007s @gmail.com.

Friday, June 02, 2017

Prajay Engineers Syndicate Ltd: Buy
CMP: Rs.10.80
Introduction: Prajay is a Hyderabad based real estate company, which gives you more than just
real estate. Prajay has been transforming the Hyderabad landscape for the last two decades by developing landmark residential and commercial properties in the twin cities. The company has also made its mark in handling Hospitality projects. 
In its 20 years experience, Prajay has delivered over 75 projects and developed over 5 million square feet.
The company's broadly comes under two sections:
(I). Construction and Real Estate development -- 89.56% of total turnover.
(ii). Hospitality Business: Hotels and Resorts -- 10.44% of the total turnover.

Triggers
1. It has a land bank of almost 738 acres, as against a total debt of around Rs.200 Cr, book value of Rs.87.64 and market cap of only Rs.76.23 Cr.

2. Prajay has also extended its presence to Vishakhapatnam, developing over 35 projects with 18 million square feet under construction.

3. As of now the company is not launching new projects, and has decided to start work on Phase -Ii of some projects. Since, the real estate market in and around Hyderabad is picking up, it hopes to come up fresh projects soon.

4. At the end of last year, Prajay Engineers Syndicate Ltd announced its plans to develop 15,000 affordable homes by the year 2019 in Hyderabad and its surrounding locations where the company has developed a land bank. It is seeking to take advantage of the various benefits extended by the Union Budget, under section 80 IBA and Pradhan Mantri Awas Yojana, and facilitate development of two bedroom homes which are affordable and within reach of common man.

5. The total loss for FY17 decreased to Rs.23.96 Cr as against Rs.29.42 Cr in FY16. Moreover, if we look at the Q4FY17 results, then we will find that the total income increased to Rs.19.11 Cr as against Rs.11.55 Cr in Q3FY17 and Rs.14.63 Cr in Q4FY16. The total expenses increases to Rs.24.49 Cr in Q4FY17 primarily on account of the escalating cost of land, plots and constructed properties; though finance cost also shot up to Rs.5.49 Cr as against Rs.3.74 Cr in Q3FY17. The net loss of the company for Q4FY17 came flat at Rs.5.55 Cr as against Rs.5.31 Cr in Q3FY17 and Rs.5.64 Cr in Q4FY17.

6. A homebuyer henceforth will have to pay 12% GST to purchase an under construction house. If we look at the current scenario, real estate sector was heavily taxed, therefore 12% single tax structure is definitely a welcome move.
Moreover, the continuance of low interest regimes in India, is likely to see the demand pick in the real estate sector, in the coming months; as festivals pick up steam from July - August. Besides, as the Indian economy picks up steam, the hospitality sector, will also show some spikes, in the near future.

Conclusion: Looking at the above data, it is concluded that the scrip remains undervalued. The investors can buy the stock of Prajay Engineers Syndicate Ltd at the CMP of Rs.10.80 (BSE) for short term target of Rs.15.60.

Wednesday, May 31, 2017

Market Mantra 

2. Exit from RCom Ltd (Rs.20.20), as the company is in severe cash crunch and has no money to pay for interest; forget the capital.

3. Those who are holding Tata Steel since Rs.220, should book complete profits at Rs.520...and look for other steel counters which looks undervalued. One can try SAIL at Rs.57.40, T: Rs.72, SL: Rs 52.60.