By -
Image
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 ...
Post a Comment
By -
Today's Call:
The markets are on a "Great Momentum Horse" and its seems it will continue as long as FIIs, Mutual Funds and Retail investors pump money into the bourses.
The investors can think of entering Indo Rama Synthetics India Ltd at the Current price of Rs.53.5( BSEL Code--->500207). The company is into the making of Synthetic Yarn, whose raw material is a petrochemical. Since the crude prices are coming down and is expected to come down futher, it might trigger a crash in Petrochemical Prices in the near future. In this backdrop I would expect Indo Rama to garner good profit from the existing capacities and also due to capaicity addition which is due to take place from the next month. It is to be noted that the Company is in the process of doubling its Polyester capacity by putting up additional capacity of 3,00,000 tonnes per annum at its plant at Butibori. The company has incurred an amount of Rs 7850 million on this project till September 30, 2006. Trial production has commenced on September 10, 2006 in POY unit. Commercial production will be commencing shortly. The Board of Directors of Indo Rama Synthetics India Ltd is meeting on November 30, 2006 to consider, on principle, the merger of Indo Rama Petrochemicals Ltd (IRPL) with the Company.IRPL, a non-listed closely held Company is in the advanced stage of commissioning of a coal fired captive Power Plant at Butibori, Nagpur. Also the company is expected to take off in a large way in the days to come. The profits in the September quarter got hit due to the huge rise in raw material costs( due to rise in crude prices). But now since everything is getting streamlined, I expect the company to generate huge revenues in the days to come. It is now turning out to be a huge player in the polyester Yarn Segment and CMP cannot be price of such a wonderful scrip. Also remain Invested in Conart Engineers Ltd and also Roto Pumps Ltd. PBA Infrastructure Ltd[Recommended on Last Wednesday] and Hazoor Media hit the buyer freeze today. I have trimmed down my holding in Hazoor now to only 30%. I have sold another 10% today. More in the following postings...... Best wishes, Suman Mukherjee India. www.eindiabrokers.com

Comments

Post a Comment

Popular posts from this blog

By -
Image
Critical Red Flags at Rajesh Exports Ltd – Shift to Z Group Signals Deep Governance Issues. ~Sumon Mukhopadhyay. ------------------------------------ Company: Rajesh Exports Ltd (Rs.180.35). Date: January 5, 2026. Subject: Non-Compliance Leading to Z Group Classification and Investor Risks. =============== Executive Summary: A Major Regulatory Warning: As of early January 2026, Rajesh Exports has been reclassified into the Z Group (BZ Series) on both BSE and NSE. This punitive category is reserved for companies with serious compliance failures. The primary trigger: Persistent delay in submitting the Reconciliation of Share Capital Audit Report (required under Regulation 76 of SEBI's Depositories and Participants Regulations) for multiple consecutive quarters, including those ended June and September 2025. This isn't just administrative oversight—it's a serious red flag indicating potential mismatches between issued shares, demat holdings, and company record...
Read more
By -
Image
Hikaru Nakamura and Atousa Pourkashiyan: A Checkmate in Love – A Grand Union Forged on the 64 - Squares.... Introduction: Hikaru Nakamura, a name synonymous with modern chess, is a prodigy-turned-legend whose brilliance has redefined the contours of the game.  A five-time U.S. Champion, his fearless strategies and dynamic online presence have made him an unparalleled force in the chess world. In 2023, however, the grandmaster made headlines for a personal milestone: his marriage to the courageous and equally accomplished chess player, Atousa Pourkashiyan. Atousa, a Women's Grandmaster (WGM), is a celebrated chess player and a symbol of resilience. Her bold decision to compete without a hijab during the 2022 World Rapid and Blitz Championship became a landmark moment in the global spotlight. This act was a direct expression of solidarity with the Mahsa Amini protests in Iran, where women have continued to fight against oppressive mandates, demanding the freedom to choose their attir...
Read more
By -
Image
SYRMA SGS Technology Ltd (Rs.611); P owering Growth Through Data Centers and Medical Devices with Its New Pune Facility. Introduction : Syrma SGS Technology Ltd (Rs.611) is making strategic moves in high-growth sectors such as data centers and medical devices, positioning itself as a leader in the electronics manufacturing industry.  The company's newly inaugurated Pune facility is set to become a key driver of revenue growth and market expansion. This development not only supports Syrma’s commitment to the data center and healthcare industries but also enhances shareholder value through innovation and scalability. Photo : Business Line. ---------------------------------- Key Facility Details: Revolutionizing Operations Facility Scale: Spanning 26.5 acres, the new campus is designed to support 1.20 million square feet of manufacturing space, with 60,000 square feet operational in Phase 1. Investment : ₹150 crore in Phase 1, with further investment planned to scale operations. Job C...
Read more