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 -
WINNING STROKES: THINK DIFFERENT:
Northgate Technologies Ltd moves up at top from opening trade. Those who have shorted today, could be in trouble at the end of the day. It is very dangerous to short a scrip when the company has started to perform. I have already mentioned that many market men are now giving short term targets of Rs.32-37--it is obvious, because when the company was in bad shape at that time also the scirp was ruling above Rs.50. Now all those who were predicting Rs.8-10 for Northgate Technologies Ltd, should now give their backs (bottoms), for kick-boxing practice....
Those who have not booked profits in my recommended Kavveri Telecom Ltd (which I recommended around Rs.54) should book profits when the scrip is around Rs.131. I had earlier mentioned to all to book profits and enter at lower levels. My write-up was based on the premise that:
i) the scrip is near its 52-week high price
(ii) the telecom sector is not doing well and facing steep competiton
(iii) only trigger seems to be open offer, because EPS could be manipulated.
(iv) when there are so many less risky scrips to be invested, why run after the shares of this company. The prime objective of anyone in stock market is not only to make money but also reduce risk exposure. If you earn Rs.1 lakhs and lose Rs.3 lakhs then what is the use of such stupid investing techniques??
After my write up in this blog (if you remember) the scrip fell as many booked profits and may be some entered again.
I still feel that it is a little risky to enter the scrips which are near its 52-week high and especially when the telecom sector is not doing well. I have been tracking Kavveri Telecom Ltd, from 2006, when someone gave a target of Rs.500---operators are generally too active in this scrip like RIIL, Ispat Industries Ltd, etc.
But, there is a fellow from Assam who says whatever he likes to get clients (Begging everytime to join his service in various group....Huh!!)--I do not know what sadistic pleasure he gets from these activities.
Earlier he used to talk of giving exact buying and selling levels of scrips, but it seems after the SEL Manufactuing Ltd (and such other scrips) fiasco, he stopped.....However, what to speak of those, who does not know the basics of investing.

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