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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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WINNING STROKES: THINK DIFFERENT:
The Nifty is heading towards 5800-7000 mark in the next few months time frame. I think from today, the rally in the Small, Mid and Micro-caps have started.
THE MARKETS ARE ONCE AGAIN LOOKING VERY VERY SEXY FOR THE BULLS....!!
Reliance Communications Ltd recommended a couple of weeks back touched Rs.204.75 today giving more than 20% profits in this time. The stock has formed a beautiful pattern in the daily charts, looks it is heading for the next target of Rs.230-240.
Northgate Technologies Ltd clocked good volume today as it  touched Rs.18.25. If the things go as expected then we could see operating profit in Q1FY11. The company is carrying out massive restructuring.
Bank of India recommended to the Paid Groups at Rs.335 for a target of Rs.380, touched Rs.348.65 today. Please keep a SL of Rs.319 for any short term trade.
Jai Prakash Associates Ltd which was recommended to the Paid Groups around Rs.121-122, today closed in the positive. I had already asked the Paid Group members to book some profits in  the counter.
Sanguine Media Services Ltd is consolidating at the current range of Rs.3.5-3.90 and a break out is needed for the next move. This is one of the sure shot scrips in the Dalal Street to make money.  Those who have still not take position  in the counter consider it as a fixed deposit and invest in all dips. Do you remember my other scrip Sicagen Ltd, which was also recommended around Rs.7-9. Don't fall in the herd mentality and leave this scrip. Many a times those who keep themselves away from the herd mentality makes money in the markets.
Videocon Industries Ltd recommended to the Paid Groups in the Sunday Report at around Rs.203, touched Rs.214 today. The scrip was recommended with a price target of Rs.280.
Vamshi Rubber Ltd which was recommended around Rs.7-9, touched Rs.46.30. Those who have invested in the same and have kept from some time made huge gains. In another case Apcotex Industries Ltd recommended around Rs.39-40, is now at Rs.147.35...!! This is what happens when you invest in a good story believing someone, without looking here and there for a slightly longer period of time. It is your patience which counts in the stock market more than anything else. Moreover, your choice of guru should also be correct.....
Investors with risk appetite can take position in Samtel Colour Ltd, which is another turnaround story. The company came out with good set of numbers for the Q4FY10. A report on the company has been placed at: www.sumanspeaksplus.blogspot.com (SumanSpeaksPlus).

Note: Those investors/traders who have sent me mails at:
(ii) sumanm2007s@gmail.com, for subscribing to the festive special packages of the PAID GROUPS mentioned earlier but have still not got my replies, are requested to give me a couple of days to respond, due to too many mails reaching my desk at the same time; to avail of the "1st 50 Super Discount Scheme"....I solicit your co-operation in this respect. The said schemes are valid till 15th July, 2010.

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