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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 ...
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Today's Call:
Pioneer distilllaries Ltd. at Rs.17. The company is one of the finest distillary companies and is a turnaround story, is cornered by operators from Bombay's suburbs. The target price is Rs.42 and Rs.65. The company has a book value of whopping Rs.77.80 [http://content.icicidirect.com/market/market.asp] and the stock is trading at an abnormally low price of Rs.17 if we consider the book value of the shares of the company alone mentioned in the ICICI Direct Web-site. For the 30th June, 2006, the net profit of the company jumped to Rs.73 lakhs as compared to only Rs.20 lakh in the same period previous year----a surge of 505.79%. The reserves are now Rs.21 lakh as compared to Rs.(-)1.25 Cr(negative). The operating profit margin has also increased to 16.16%[12.47%]. It is expected that the company should hit non-stop buyer freeze from now. Keep watch on the board meetings of Avon Organics Ltd on 29-09-06 and Samkrg Piston and Rings Ltd. today. Keep holding the counters.... More in the following mails... Best wishes, Suman Mukherjee India. http://www.eindiabrokers.com/default.php www.bcozindia.com

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