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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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Gandhi Special Tubes Ltd(BSE Code-->513108):
GANDHI GROUP is manufacturing automibile components since over 3 decades. The products are marketed all over India and are also exported all over the world including Germany, UK, South East Asian countries etc.
GANDHI SPECIAL TUBES LTD. have also subsequently started producing tubular components like condenser coils and wire on tube condensors at Halol plant mentioned above and have recently set up a unit at Pune to manufacture tubular components. M/S Gandhi Special Tubes Ltd. have also started manufacturing of Cold Formed Tube Nuts for Fuel Injection Tube Assemblies as well as Hydraulic Tube Assemblies. This is a pioneering effort in India as hitherto tube nuts were being manufactured by machining.The Clients of this company are who's who of the industry: Tata Engineering & Locomotive Co, Ltd., Tata Iron & Steel Co. Ltd., Ashok Leyland Ltd.,Maruti Udyog Ltd.,Mahindra & Mahindra Ltd., Bajaj Auto Ltd., Escorts group companies, L & T Case Equipment Ltd., Larsen & Toubro Ltd. and so on...
The company is coming its mega expansion in this month ( September, 2007) and the stock is expected to get a re-rating especially in the light the the automobile sector is expected to kick start from this month, taking cues from the buoyancy ahead of Festival season.
This can be bought at CMP of Rs.151.1, with a SL of Rs.140, for a target of Rs.300 plus in 12 months time frame.
Also keep adding Kisan Mouldings Ltd at the CMP and Pochiraju Industries Ltd at the CMP, view of the latter going in for an acquisition in Europe for an estimated amount of Rs.30--Rs.40 Cr.
Noida Toll Bridge Ltd after my comments in a restructured portfolio is shooting over the roof.

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