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SumanSpeaks Independent Capital Markets & Geopolitical Intelligence POLITICAL ECONOMY | PART 1: THE TELECOM TEST The Sangh’s Costliest Blunder: Keeping Narendra Modi in the Chair After Demonetisation and a Trail of U-Turns Two private giants, one state-propped survivor, roughly ₹3.22 lakh crore in announced BSNL revival and support packages (spectrum allocation included), and ₹1.41 lakh crore of AGR dues still on the books: telecom shows what happens when one man’s brand becomes the party’s only policy. This is an argument against Narendra Modi, not against the BJP. SYNOPSIS India’s telecom market has narrowed from a messy but real plurality into two dominant private networks, one weak private survivor kept alive by government equity, and a public operator that has needed about ₹3.22 lakh crore in announced support packages and spectrum allocations, not all of it cash. The 2010 spectrum auctions that started the debt spiral were a UPA-era event, and we say so plainly. But a ...

Sarda Plywood Industries re-visited

Dear Sumit, In the earlier mails I have talked about this company number of times. Every mail cannot speak of all companies and this is not desirable also. I am again telling, this company is into plywood and tea. Both the sectors are expected to do well in the coming days as: 1. There is a real estate boom in India. And Plywood is necessary for building houses and for upholstry purposes. 2. Boom in the tea industry calls for the demand for the boxes made of plywood. 3. The products of this company are well known in Indian market 4. It has recently acquired a company in its own field, which will give it an increased turnover. 5. Tea industry is booming with government giving Rs.100 Cr package to revamp this sector. 6. Tea prices are set to rise due to shotfall of tea in Kenya and some other African States. 7. The company has huge assets of valuation worth crores of rupees or in other words the company has huge land bank. 8. As the eastern part of India, especially, ...

SumanSpeaks [BLOGGER PREVIEW]

SumanSpeaks [BLOGGER PREVIEW]
Sarda Plywood Industries Ltd (BSE Code-- > 516003): CMP---> Rs.27.85 Suman Mukherjee Sarda Plywood became a public limited company, with effect from 1974. It is into two business segments---Plywood and Tea. The company has both: tea gardens and manufacturing facility for making plywood in Assam , where the good quality timber pours in from the 7-sister states of North-East. Besides, the plywood industry works in tandem with tea industry here. It is because tea is packed in plywood boxes and transported throughout India and exported to the whole world. Hence the boom in the tea industry could be associated with the boom in the plywood sector. Besides, since the company has its own plywood making facility, hence it can get cheap material for packing the tea containers. Also, since Assam is prone to earthquakes, hence often houses here are made of wood and plywoods. This automatically will drive the local demand for the plywood industry(reducing the transportation cost ...

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