SumanSpeaks: The Information Super Highway

Mid-day Analysis: HLL Comes up with wonderful results. Keep holding the stock at Rs.232.80 for some wonderful gains. Please refrain from adding more at this price. RBI Increases Reverse Repo rates and hence exit all the banking counters as banks might have some pressure on the profitability. But most of the banks hardly borrow from RBI. So I can say this step will chanllenge the efficiency of banks as how they manage their capital. DCM Shriram Consolidated Ltd has gone past the recommended price. Those who are averse to risk can take their own decisions whether to stay put or exit. I am holding some shares of the company .... Stovec Industries Ltd is still above Rs.113, which is good. Keep holding and add on declines. Chandra Prabhu International Ltd is having a AGM today, keep watch on the counter. Coral Finance and Housing Ltd. is coming up with results tomorrow. Keep watch. More on the following mails....... Best wishes, Suman Mukherjee India. www.eindiabrokers.com www.bc...

Important Announcements: A big news on Land Deal might come out on DCM Shriram Consolidated Ltd either on Wednesday or on Thursday FROM THE COMPANY ITSELF. The news is already out in Times of India, it is going to sells 37 acres of land at an astounding sum of Rs.1600-Rs.1800 Cr. The source is from Bombay and is very strong, so hold the stock for the time being keeping a SL of Rs.89. The stock according to my assesement should not go down, as the land deal is rumoured to be 50% complete, though the company has said on Camera that it is thinking of developing the land on its own. Stovec Industries Ltd is showing good movements and on Friday it closed with 3.4 % gain after reaching Rs.124. The company has streamlined its opeartion by selling P S Plates manufacturing activity. It is to be noted that P S Plates manufacturing activity was set up with the Polychrome Technology, the agreement for which having been expired, the technology up gradation has not taken place for last few years. Th...

DCM Shriram Consolidated increases capacity at Kota facility: Thursday, October 26, 2006 DCM Shriram Consolidated, [DSCL], an integrated business group, with extensive and growing presence across the entire agri-rural value chain and chloro-vinyl industry has increased capacities at Kota facility, which is now fully operational and contributing favourably to the performance. The company`s expanded capacities in its Chlor-alkali Plastics (including Calcium Carbide), cement and captive power operations at its Kota complex has made favorable contributions to overall performance during the quarter under review. The company had completed the chlor-alkali capacity expansion in FY2006 to 510 TPD. Its entire chlor-alkali capacity is now based on modern, environment friendly, efficient, membrane cell technology. The company expanded its calcium carbide capacity from 190 TPD to 340 TPD and PVC resin capacity from 115 TPD to 175 TPD in FY 2006. It further expanded its PVC resin capacity from ...

Sensex Moves Past My Expectations:The BSE Mid-Cap index rose 0.57%, while the BSE Small-Cap index rose a mere 0.09%: Today I had expected the market to be range bound as is normal after festive week. But the markets surprising all the analysts and equity strategists, throwing all the concerns down to drain, moved up and up, closing with some mouth-watering gains. This is Equity Market to be precise, "as Unpredictable as ever". Hence it is always foolish to time the markets. The best option is to find the undervalued counters at any time and go for investing. This is not a traders' market and hence traders keep away from it. The markets are always good for investors who play for the Long Term. 80% of persons who come here to generate CASINO like incomes, go home empty handed. Some reach the stage of "Judisthir" of Hindu Epic, "Mahabharata"; ready to sell their Wives. Hence my advise is not to look on the stocks u invest, on daily basis, but to monit...

Market Mantra:Crude goes further down to $60.31 a barrel:Yesterday Mid-cap and Small-cap indices closed at 4778.4 up 39.45 points and 6514.7 up 50.75 points respectively: Today the Indices are expected to remain Range Bound showing sideways movement. The indices for next few days might exhibit this pattern which is normal due "Deewali" and "EID" hangovers.The Indices will open in the Green and close in the Green, with some gains. Almost all the sectors looks positive. But the Mid, Small and Mircro-caps should steal most of the show in the bourses. This space still holds the maximum promise to the shareholders. Wall Street extended its rally on Thursday as robust earnings at Exxon Mobil Corp. and Aetna Inc. helped ground investors as they tried to reconcile divergent economic data. The US markets was initially inspired by Commerce Department durable goods data that indicated capital spending jumped by the most in more than six years. But stocks then fell on a repo...

What a day today!!! Three of the recommended scrips hit the buyer freezes: Yes this is what most of the SumanSpeaks members have expressed on the Yahooo Messanger while expressing their satisfaction over the stock recommended. Three of my recommended stocks today hit the Buyer Freeze . Chandra Prabhu International Ltd hit the buyer freeze on the early morning trade before closing a bit low. Talbros Automotive Components Ltd and DCM Sriram Consolidated Ltd hit the buyer freezes . Paramount Communications Ltd crossed Rs.142 and then closed a tad below that price, after partial profit booking was suggessted at the counter. Stovec Industries Ltd which is mainly into textile machinery came out with scintilating results in the September quarter. The stock after I recommended at Rs.110 on the Yahoo Messanger, in the dying moments of the market, it closed at Rs.115 . The stock is expected to rise tomorrow in view of the company doing exceedingly well in all its branches of operation. I am l...

Mid-Day Analysis: As expected the markets are trading today in a range bound manner. I have mentioned yesterday there is no cause for panic due to RIL episode and this company has huge resilience to come back to limelight again. I have advised buying this counter on declines. Today two of my Recommended picks hit the buyer Freeze. DCM Shriram Consolidated Ltd and Talbros Automotive Components Ltd. hit the buyer freeze on early morning trade. I had asked all to buy the latter on last Monday. Chandra Prabhu International Ltd and Gravity India Ltd are also doing well. Book some profits on Paramount Communications[ Recommended at Rs.193]. Zenith Fibres Ltd.[Recommended at Rs.25.3] is consolidating above Rs.33 after that huge jump. Zenser Technologies Ltd is also doing very well. Today Maruti Udyog Ltd came out with excellent set of numbers. Keep holding this stock, as it is likely to go up in the days to come. Today I am recommending Coral India Finance and Housing Ltd at the current...

After Zenith Fibres, Zenith Computers, Lok Housing and Constructions Ltd, in comes Chandra Prabhu International Ltd,Talbros Automotive Components Ltd and Avon Organics Ltd. Keep watch on the results of Morgan Ventures Ltd: Keep holding all ur positions as "November Effect" kicks in: Zenith Computers Ltd recommended at around Rs.82 hit the buyer freeze yesterday. Zenith Fibres Ltd recommended at around Rs.24- 25 range also hit the 20% upper freeze Chandra Prabhu International Ltd. closed a tad below its earlier closing price, ahead of its results, which it is expected to publish at the end of this month. The company should show improvements both in toplines and bottolines when compared sequentially. Last quarter the company came up with disappointing results. This quarter the company should benefit from the fall in the Crude Oil prices globally. The company deals in synthetic rubber and other crude derivatives. There are also rumours that the company has signed an agreement...

The BSE Sensex loses 113.54 points or 0.89% ahead of F & O Expiry:The Mid Cap & Small Cap Indices slips 37.34 and 21 points respectively: No cause of any major worry till Nifty stays above 3600: Market ended weak as profit booking continued throughout the day's trading session. The volatility was high as open derivative positions were to be squared off or rolled over ahead of their expiry on Thursday (26 October). The market remains closed on Tuesday and Wednesday on account of local holidays. All the sectoral indices ended with losses. The BSE Sensex lost 113.54 points or 0.89% at 12,623.28. It opened slightly higher at 12,757.31 and rose to a high of 12,766.30. But the Sensex started declining soon and slipped to a low of 12,612.36 in late afternoon trade. The S&P CNX Nifty lost 26.20 points or 0.71% to 3657.30. The market breadth was negative with 1433 shares declining, as compared to 978 that rose on BSE. 58 shares remained unchanged. The BSE Mid Cap index ended 3...

Zenith Fibres Ltd shoots on BSE: Today Zenith Fibres Ltd hits the buyer freeze and is now at Rs.35. Congrats!! to all who have entered the counter at around REs.24--Rs.25 range. I told earlier that this will be a multibagger ..... Also today Apcotex Lattice rose to REs.47 before cooling down a bit. Gravity(I) is consolidating at Rs.5.7--Rs.6.8 levels and is waiting for the next upmove. I am presently keeping not well; yesterday I had some breathing problems and may be symptoms of very very mild myocardial infraction. I am on a holiday in Assam and taking some rest. Buy Chandra Prabhu International Ltd as the company is expected to come up with good results when they meet on next 30th September, 2006. But this is for high risk high gain investors......The season of the company has started and is expected to post good showing in the days to come. Start accumalating the counter as it is available at the price of a penny. Also Buy Talbros Automotive Components Ltd (BSE Code-->505160...

Mid-day Analysis: The markets as expected are holding up some of its initial gains. I have mentioned in the morning that the markets will remain buoyant during the day. Most of my stocks are doing well. Keep holding all ur positions and add some of the on declines or at the present prices. The next is the rise of the Mid, Small and Micro- Cap counters whose dormant attitude in this unprecendented bull phase has raised several questions from all quarters. I think this is a pure Media game who systematically put fear phychosis on the minds of investors that the stocks in these groups have huge risk quotient. But that is not true in full sense of the term. Let us first understand our risk profiles: In the normal business which I and most of the people do, get an average net return of 25%--40% flat. So then why do all of us spent time on the markets???!! Any guess...Yes u have guessed it right: it is for getting phenomenal returns the markets are capable of giving. But some of us has ...

Markets are expected to remain buoyant in the days ahead, as oceans of liquid cash are all set to flow in the Indian bourses: Orient Beverages Ltd shines in a falling market after the news broke out that it is also into Real Estate & Construction Space: Look at Gravity (I) Ltd, which is also venturing into this space along with Shopping Mall & Hotel business: Yesterday, my recently recommended scrip Orient Beverages Ltd could stay above the mud after hitting the buyer freeze in the early morning trade, even when the Sensex crashed by 134.95 points. Today also it will remain buoyant. Today oil prices might rise slightly in the international markets due to OPEC's cutting production, but I think this will not be sustained and again it will fall. Yesterday RIL, killing all apprehensions came out with better than expected results for the September quarter, 2006. Yesterday, the market was marred by a stray news in a web-site that RIL will come out with disappointing numbers. I ...

Mid-day Assesment:Look at Lok Housing Numbers: The markets were up in the morning but as the day progressed it started to slip. Reason: Speculation(or apprehensions) about RIL results in an internet web-site. The markets are still trading in lacklustre way on the apprehesion of bad showing by RIL in the Q2FY--2006-07. But all said and done: if the RIL comes with not so good results then it might compensate the investors with some benefits like Stock Split or Bonus issue[Can u recollect what Infosys Technology did some months back??]. There is a silver lining: The RIL will gain from the Naptha prices which rose by more than 22% during August--September period and this will definitely show up in the balance sheet of Q2FY---2006-07. Naptha prices are now coming down after the crude started its southward journey. The markets are subdued today as if RIL is the only company in India among more than the 9000 odd companies listed in various Indian Bourses. I know it has huge weightage in...