SumanSpeaks: The Information Super Highway

Sensex & Nifty goes down on volatile trade as The Reserve Bank of India (RBI) reviewes its annual monetary policy:Pre-budget looms large: Exit Chandra Prabhu International Ltd for the time being: Adani Enterprise--Vishal Exports Overseas forge a tie-up for the power projects: NR International Ltd to declare liberal bonus issue soon. The company's fundamentals are improving. It is a Coal Mining company: If the results are the only criterion for the movement of a Stock then why did Perfect Circle Ltd hit the upper freeze today even its losses increased??!! But who will teach those IDIOT-Writers in Money Control Message Board and the Manipulative Moderators there who allow such postings: Nagpur Power and Industries Ltd Chugs along smoothly even on 25 day, hitting non-stop buyer freezes: Do not enter Teledata as MMB moderators might be playing with it: Jai Corp as Expected hits the lower circuits and heading towards Rs.500 mark: The market is TRENDLESS: While Tata Steel Shops for ...

N R International Ltd:(BSE Code:532623): Book Value: Rs.26.7 Target: Rs.50 plus [Updated] This could be another Coal India Ltd ( or may be to some extent Gujarat NRE Coke or Chandra Prabhu International Ltd). The company on October 28, 2005, said it had applied for allocation of Coal Blocks (Rohne Block & Chakla Block, Jharkhand) for Captive Mining to the Ministry of Coal, Government of India, New Delhi. Further, it had also informed that the Company's application for allocation of Coal Block for Captive Mining has already been passed by the Coal Ministry at their first level of scrutiny pending the final decision on the same which will be done in due course of time. In addition to the above the Company had also entered into a Memorandum of Understanding with M/s Arunachal Coal Products, a Partnership firm, Arunachal Pradesh. The initial period of lease will be for 10 years with effect from September 14, 2005. The MOU is for Mining / Marketing of Coal, available in 48000 sqmtrs...

Sensex sheds 71 points amidst thin volumes: Chandra Prabhu International Ltd and Nagpur Power & Industries Ltd, Premier Explosives Ltd, hits the buyer Freezes: G M Breweries Ltd goes for profit booking, after Declaration of Results: BSEL Infrastructure Realty Ltd goes down marginally even after Securing a New Contract and Fantastic results, proving that the quality of results is not the Only Criterior for the rise and fall of a Scrip: My recommended pick Ganesh Housing Corporation Ltd(Recommended at Rs.60, pre-bonus in 2004) has given the investors 6 times profit: Now Money Control Moderators are promoting my Recommended pick Shivalik Global but earlier they did not allow to post messages on it: As mentioned during the market hours I have taken some position in N R International Ltd at Rs.24 and exited Perfect Circle Ltd today: Crude Oil prices rise up in the international markets: The holiday mood hijacked the overall mood on the Key Indian bourses as the benchmark Sensex drifte...

Three of my favourites Scrips and Some Tit-bits [Updated] : Many investors have asked me to give at least the name of 2(two) / 3(three) stocks which is good for the next 3 to 6 months time: I am giving the name of the first three stocks which I have recommended in the past: 1. Vishal Exports Overseas Ltd: The company is into Wind Power, Hydro-electric Power and Exports of Wheat, Rice and Soyabean. The new addition to the kitty is trading in Carbon Credits, from which the company is expected to generate Rs.3 Cr--Rs.4 Cr every year. The wheat and soyabean prices are already firming up in the internatioinal markets which would help the company in a major way. The company is on a growth path and is expected to show better performance in the current fiscal. Hold with a target of Rs.12 in 6 to 8 months time. 2. BSEL Infrastructure Realty Ltd: One of the best construction companies I have ever come across with such aggressive management to boot. I first recommended the stock at Rs.17 in 200...

Today's Call: Buy Premier Explosives Ltd at Rs.51.20 with a price target of above Rs.100 in 3 to 6 months time frame. Premier Explosives manufactures explosives and also grows white button mushrooms. The company recently got a contract worth Rs 7 crore per year from ISRO for maintenance of a propellant plant for the premier space organisation . The company recently started production of specialised products for defence sector. The commercial production at this division commenced from September 2006. Take position in the stock ahead of the results. It has also been recommended by a brokerage house with some hefty targets. The stock did not perform in the bull run and hence the catch. Best wishes, Suman Mukherjee India.

Three Scrips which looks attractive[Updated]: 1. BSEL Infrastrucuture Realty Ltd(Rs.73.25): The company is going great guns and is getting project after project. Recently in a 50:50 Joint Venture with Unity Infraprojects Limited, it has been awarded and allotted an area of 40,000 sq. meters with 1.50 Floor Space Index (FSI) at “Rajiv Gandhi IT Habitat” at Donna Paula, Goa for developing and constructing an Information Technology Park (IT Park). The project is estimated to be approximately 6,45,600 sq. feet of built-up area. IT is doing lot of projects in collaboration with Unity Infraprojects. The company has an excellent marketing team to grab new project and execute them. It has also a BATTERY OF EMINENT LAWYERS to fight its legal cases ( eg. Tardeo Municipality and Panvel Episodes) and hence the verdicts are expected to be in their favour. THE MOST IMPORATANT IS THAT THE FII PARTICIPATION [Lotus Global Investments Ltd holds 3.37% & KII Ltd holds 1.56 %] HAS INCREASED IN THE ...

Cement, Banks, FMCG stocks take down the Sensex with them: Chandra Prabhu International Ltd & Nagpur Power and Industries Ltd hits the buyer freezes: G M Breweries Ltd moves ahead of Results on 25th January: Kakatiya Cements Tanks after the sell call on Yahoo Messanger: Buy BSEL Infrastructure Realty Ltd (Rs.73.25) and Vishal Exports Overseas Ltd (Rs.3.43) as the Cements and Machinery prices are set to fall due to duty Cut by the Government: G M Breweries Ltd failed to be bogged down even as Negative sentiment prevailed throughout the day: Exit all the Cement counters & Enter Capital Good counters: Oil Falls again: [Updated] The Sensex, started with a weak note and then kept on sliding as the day progressed. At that time there was warning message from a broking firm that "the volumes are drying up and support levels were also flashed in". At the end of the close the inevitable happened--the market began to slide dangerously trigged by the recent government annou...

Market Mantra: California Software Company Ltd is having a board meeting on January 23, 2007, inter alia, to consider the following: 1. The unaudited financial results for the nine months / third quarter October-December 2006 standalone and consolidated. 2. Proposal for amalgamation of Company's wholly owned subsidiary Webspectrum Software Ltd with the Company. 3. Allotment of 555,556 equity Shares on preferential basis based on shareholders EGM approval received on January 09, 2007. So keep watch on the counter as it will shoot if the results are good and if the company raises the preferential issue price. Buy with a short term target of Rs.120--Rs.150. G M Breweries Ltd looks good at the current price of Rs.119. The company is expected to gain from the fall in the price of molasses due to bumper sugar cane production. All the liquor scrips have appreciated handsomely in the last few months. Even Mount Shivalik and IFB Industries zoomed up recently but GM Breweries (Code:50...

FMCG: Crystal gazing... Well, it's that time of the year again - companies lining up to announce their quarterly results! The result announcements are expected to be the key factors that will drive the markets in the near-term. Sales trends, the demand environment, cost-side pressures, operating margin trends, competitive pressures and supply side issues are expected to be read into with great interest by market watchers. We attempt to analyse the major factors that are likely to influence the performance of the FMCG companies. Growth momentum: The overall consumer market growth rates have crossed 15% in 2006 and are expected to remain buoyant in 2007, backed by robust demand trends across product categories. All the larger categories like soaps and detergents have continued to show better growth during the quarter. Rural markets too have reported an 18% growth and aided by the favorable monsoons, agriculture is expected to grow by about 2.6% during the year. This continued gr...

Today's Dhamaka: Shivalik Global Ltd. (BSE Code---> 532730) recommended at Rs.25.5 has reached Rs.48.9. It has reached its first target and hence exit the counter for the time being and again enter at around Rs.27--Rs.28 range. Congrats!! to all those who have made money in it. Also Book some profits in BSEL Infrastructure Realty Ltd, California Software Company Ltd and Flat Products Equipments Ltd. More in the following mails..... Thanks and best wishes, Suman Mukherjee India.

Kakatiya Cements Sugar & Industries Ltd [Updated] BSE Code---> 50023 Book Value -->96 EPS--->Rs.17.86 Dividend--->20% to those who will invest now. P/E-->6.71 (One of the Cheapest both in the Cement and Sugar Sectors) Firming up Cement Prices in South to help the company: Keep Buying Vishal Exports Overseas Ltd ( as it will make huge gains from Carbon Trading expected to start within a short time): Keep Holding Agro Dutch Industries, Pratibha Industries Ltd, Nagpur Power & Industries Ltd etc: Kakatiya Cement Sugar & Industries Limited (KCSIL) earlier known as Kakatiya Cements Limited (KCL) was incorporated in the Year 1979 for the manufacture of Ordinary Portland Cement. The Company was promoted by Shri P.Venkateswarlu, a reputed Civil Contractor with equity support from APIDC. The installed capacity of the Cement Division of the Company was increased over the period from the initial 66,000 tpa to 1,98,000 tpa to 2,97,000 tpa at present, whereas that of the...

Market Mantra: Chandra Prabhu International Ltd, Nagpur Power & Industries Ltd, Landmarc Leisure Ltd,, Roto Pumps Ltd & Induj Enertech hits the buyer freezes: Zigma Software Company Ltd closes with huge gains on the news of its Real Estate Venture in Bangalore and Asangaon(Near Mumbai): Vishal Exports Overseas Ltd, rises on the news of Carbon Credit Story which is expected to unfold within some time and give huge benefits to the company: Keep holding ur positions with occassional profit booking: Today the markets have started to consolidate at the current levels after two two days of violent bull charge. Today's high point is the hitting of buyer freeze by Chandra Prabhu International Ltd, Landmarc Leisure Ltd, Nagpur Power and Industries Ltd( recommended at Rs.17 and Rs.16.5) and Induj Enetech Ltd( Recommended at Rs.18 and Rs.19). All these stocks were recommended some weeks back / some days back. Today Gravity(I) Ltd crossed Rs.11 to settle around Rs.10. Please book ...