SumanSpeaks: The Information Super Highway

Market Mantra: Paid Group Calls: INTRADAY:  BUY DCB 54-56.5 T 58-61 SL 53. (i) TARGET ACHIEVED IN INTRADAY DCB , LTP--Rs.8.05 long of Rs.57 (ii) TARGET ACHIEVED IN BTST IB REALEST, LTP--Rs.135.60 long of Rs.130 BTST FOR TODAY: BUY REC LTD at Rs.297-300, T--Rs.304-307, SL--Rs. 295 BUY HDIL at Rs.193-195, T--Rs.198-201,  SL--Rs.191. Kohinoor Broadcasting Corporation Ltd is on fire today and so is Pyramid Saimira Theatres Ltd. Glory Polyfilms Ltd is about to cross Rs.7 (see my inputs at my profile in www.facebook.com). Kohinoor Broadcasting Corporation Ltd is expected to cross Rs.7-8 very soon--very good news expected. Congratulations to all those who have bought earlier or is accumulating the same. Cheers!! Here is a flash news on Ambalal Sarabhai Enterprise Ltd : The company has initiated  VRS scheme for the striking employees. There is  a meeting going on in Baroda today, where the top officials are rumoured to be present. The main factory at B...

Market Mantra: Paid Group Calls: (i) INTRADAY; BUY MINI NIFTY_DEC at 6048-6058, T--6080-6099, SL--- 6032. (ii)  Short Term Call: Buy Jupiter Bio Science Ltd at Rs.54, T---Rs.75, SL--Rs.52...... (iii) Buy Satyam Computers Ltd (Positional) at Rs.67-68, T--Rs.75, SL--Rs.63. (iv) Book Profits in Bartronics Ltd at Rs.96.....the scrip was recommended at Rs.76-77, last week. 

Realty prices set for steady dip in Mumbai (Bombay) while the government has given  nod to party all night this New Year's eve in Mumbai. Hoteliers across the city will see a happy dawn to the new year, as the city police have allowed hotels to remain open till 5am on New Year’s eve. Mumbai’s wait-and-watch approach when it comes to buying residential property seems to be working. Property prices in the city are likely to stabilise and may even see a 10-15% drop as developers find it increasingly difficult to sell residential flats at the present ‘unimaginable’ rates. Sales of residential property in Mumbai continue to decline, with November witnessing the lowest number of transactions since June 2009. The trend is most visible in the premium segment, with prices beyond Rs7,500 per sq ft. The number of documents registered in the office of stamp duty registrars has also shown the steepest fall for 2010 at a mere 5,134 in November. Analysts suggest a price reduction is in the offin...

INTRADAY CAL.LS: (i) BUY DCM at Rs.86-88, T--Rs.91-95, Rs.SL 85 (ii) SELL AREVA T&D at Rs.317-321, T--Rs.313-309, SL-Rs.324. Pyramid Saimira Theatres Ltd, SEL Manufacturing Ltd and Aishwarya Telecom Ltd (asked to buy on bounce), hits the buyer freeze on opening trade.  My recommended Sesa Goa Ltd touched Rs,324 today....if you remember the stock was recommended some days back with a price target of Rs.115 (Target achieved  long back).  BTST (for 28th December, 2010):  BUY PRAJ INDUSTRIES LTD at Rs.80-81, T--Rs.82.5-84, SL--Rs.79

Oil rises to 26-month high near $92 Buy the shares of Renewal Energy (Solar, Wind, etc) Companies.....!! Oil climbed to a 26-month high on Monday as a blizzard in the US Northeast offset uncertainty over Chinese fuel demand following a Christmas Day interest rate hike. US crude for February rose 33 cents to $91.84 a barrel by 0733 GMT, after hitting an intraday high of $91.88 -- the highest since October 2008. ICE Brent crude jumped 71 cents to $94.48. Oil prices have surged nearly 35 per cent since this year's low in May as an unusually cold winter in the United States and Europe boosted demand and slashed inventories. The first widespread blizzard of the season slammed the northeastern United States, the world's top heating oil market, canceling hundreds of flights and causing havoc as travelers scurried to return to work after the Christmas holiday. "Cold weather conditions in Europe and the northeastern United States are boosting demand for oil products and giving a li...

WINNING STROKES: THINK DIFFERENT: Pyramid Saimira Theatres Ltd hit the 2nd consecutive 20% buyer freeze in the opening trade. In a significant development SEBI has asked to company to go in for open offer. My recommended B F Utility fell after its reached/crossed its short term target of Rs.950. Profit booking was advised in the counter to the Paid Groups in the morning mail.  My recently (Pick of the week, for this week) recommended Subros Ltd reached its first target of Rs.46. There is a report on the company at:SumanSpeaksplus.  Today I spoke with the sources on Jupiter Bio Science Ltd and believe me, I am satisfied with the conversation. I learnt that the promoters are not selling the shares in the open market--this is a false rumour spread by vested interest groups to rig the share price. The fall in the promoter holding (now probably around 8%) is due to the GDR issue--in fact the  promoters are trying to increase their stake through Preference Issue. According to...

Stock valuations are dependant not just on company fundamentals, but also on investors' perception of future potential. The former can be mended over time. However, investor perception can be difficult to manage. We have talked endlessly on equity valuations. The valuations are the most important factor determining the returns from stocks in the long run. It is therefore essential to keep valuations in mind while buying and even while selling stocks.  Therefore, it is equally interesting to understand the two main things that can destroy equity valuations. These have been identified by legendary value investor, Benjamin Graham. These are true for any company. Irrespective of its size or industry or even for that matter the country wherein it operates.  The first peril for equity valuations interestingly is the government of the country. Its interference can both support as well as destroy the valuations of stocks. Let us elaborate this point further with an example. In the rec...

Now a Bombay-based weekly recommends Jupiter Bio Science Ltd for more than 100% appreciation. Cheers!! Now a Bombay based weekly has recommended Jupiter Bio Science Ltd. The news goes like this: "The share price of Jupiter Bioscience has corrected to attractive levels. Long-term investors can buy for 100% appreciation in 12-15 months". The scrip has already corrected to some ABSURD LEVELS and should move-up in the days to come.  Jupiter Bio Science Ltd is doing absolutely well and there is no problem in the company according to my close sources. As per www. bseindia.com, the H1FY11 EPS is Rs.8.2. If this be the case then P/E comes to around 6.32. So if the industry P/E is 26.36, then a modest P/E of 15 can take the stock to more than Rs.120.  But I have to ask the sources, why the company is going for such equity dilutions!! SEBI should look into the matter of Preferential Issue with close eyes....!! It is a classical case of Alok Industries Ltd of 2005-07. However, the scr...

WINNING STROKES: THINK DIFFERENT: The SMALL CAP RALLY, which I was talking of, has at last STARTED: Cheers!! Yesterday's morning call B F Utility Ltd at Rs.745 hit the buyer freeze in the late afternoon trade. The following news was sent to the Paid Groups in the morning mail: " Keep an eye on B F Utilities Ltd (CMP--Rs.745) as it is in talks with Goldman Sacs to sell 10-15% in Phase II of Bangalore-Mysore expressway for Rs.500. Aggressive investors can take position in the scrip....for a target of Rs.950 ...". In another positive development, fantastic news came yesterday morning regarding PYRAMID SAIMIRA THEATRES LTD. The scrip of Pyramid Saimira Theatre (PSTL) soared 20 per cent on the Bombay Stock Exchange (BSE) on Friday after the Securities and Exchange Board of India (Sebi) on Thursday directed — post market hours — its promoter P S Saminathan to give an open offer to acquire shares of PSTL from public shareholders. The stock closed at Rs 7.46 on Friday, which is...

The Small Cap Rally is about to begin in the Bourses: INTRADAY (Morning Call): Buy  Sesa Goa Ltd at Rs.305-308, T--Rs.313-Rs.315,  SL--Rs.302.  I think I am right in predicting that the markets will start to show good momentum after 15th December, 2010 (though it started a day earlier). But then the question is how to deal with the Portfolio or your Portolio? Should one invest further or to book profits in every rise? The Paid Groups are being guided as what to do at this point of time as the market is going through a critical phase!! While the Indian Economy is doing excellently well, the retail investors are still thinking too much whether to invest their fresh funds or to stay  out of the markets...!!  Anyway, the PICK OF THE WEEK, Subros Ltd (Recommended to the Paid Groups on this Monday at Rs.40.45) is now trading at Rs.42.70. The target is Rs.45-46 for the very short term. The long term targets are there in the report sent to the Paid Groups which will...

WINNING STROKES: THINK DIFFERENT: Yesterday and today morning call to the Paid Groups, Glory Polyfilms Ltd hit the buyer freeze. There are some good news coming in the counter; some of which has been mentioned to the Paid Groups in today's morning mail . Jupiter Bio Science Ltd tanked today, after my morning mail to the Paid Groups. What was mentioned in that mail sent to the Paid Groups that the scrip tanked more than 8% today.....???!! Vision Corporation Ltd moved to Rs.3.34 before cooling down a bit. In the BSE website ( http://www.bseindia.com/ ), it is wrongly mentioned that it is into specialty chemicals.....!!!! For more clarification and information please visit: http://www.visioncorpltd.com/ . Also please do not invest in a scrip looking at the balance sheet or quarterly results only---you should see the future potential of the company in view of changing fundamentals.

EXCERPTS OF THE MORNING MAIL SENT TO THE PAID GROUPS: A range bound market can be expected TODAY in absence of any global cue. However, level of 5950-6000 continues to act as resistance.  Longs may be avoided at higher level. But stocks might perform in their individual capacity. The small and mid cap counters which remain subdued last week due to lot of negative factors, could spring into action in this week. 

Important Announcement on Ambalal Sarabhai Enterprise Ltd: There are news from the sources that the company is taking all measure to comply with the listing agreement of Stock Exchanges. Hence the scrip would probably not be suspended for trating in the BSE. This is a  great relief to the shareholderes of Ambalal Sarabhai Enterprise Ltd. Also the company is looking for the High Court order for the settlement of the dues of the employees. 

Scams Spoil the mood of Small & Mid cap Scrips!! NEW DELHI: Small cap stocks can sometimes surprise by yielding large returns to investors. But 2010 brought no such luck as increments were true to their name and mid-caps too took a hit on reports of stock price manipulation in some companies.  A review from December 31, 2009 to December 16, 2010 suggests that the mid-cap index and small cap index witnessed a growth of 12.65 per cent and 9.88 per cent, respectively, while the Bombay Stock Exchange barometer Sensex outperformed with a gain of 13.74 per cent during the period.  Mid-cap and small cap saw a robust performance till November with both the indices hitting a 52-week high on November 11, but the game changed near the end of the year with a string of scams hammering the sector.  The mid-cap and small cap indices track the performance of companies with market capitalisation that are a fifth or tenth of that of blue chip firms.  A dip of 12.32 per cent and 19...

Letter from another well-wisher: Hello, Sumanji How are you ? I hope you must be fine. I am one of the reader of your blog regularly. I have seen your blog contains lots of information regarding good counters. I observed you recommendation. Specially Tulsyan NEC. Please do not care your enemy. Do not answer them directly or indirectly. This is only way to stop them. Because they target to disturb you by making / speaking non-sense matter. If you disturb and answer then they will success and happy.   Sorry to advise you. Sincerly, Paresh Gothadiya

Cineplex, Pyramid Saimara May Bid For Hoyts, Australian Reports December 08, 2010 By Elisabeth Behrmann Bloomberg--Cineplex Odeon Corp., India’s Pyramid Saimira Theatre Ltd. and private equity firm Archer Capital are among potential bidders for Pacific Equity Partners’ Hoyts Cinemas Group, the Australian newspaper reported, without saying where it got the information. Preparations for the sale, which may fetch more than A$500 million, are part of a dual- track process that includes a potential initial share sale, the newspaper said. To contact the reporter on this story: Elisabeth Behrmann in Sydney at ebehrmann1@bloomberg.net To contact the editor responsible for this story: Tim Smith at tsmith58@bloomberg.net But the above story is similar to that given in the link below: http://www.forbes.com/feeds/afx/2007/09/05/afx4082343.html

WINNING STROKES: THINK DIFFERENT: Morning Call D B Realty Ltd hits the buyer freeze in the morning trade. The company has an enviable  business plan.  Kohinoor Broadcasting Corporation Ltd moves up today, in the opening trade. This scrip would give multi-bagger return going forward. The company has a book value of Rs.10.63 and market cap of only Rs.24.25 Cr. You know how much money the company put in setting up the studio in Rajpura!!  Valecha Engineering Ltd hits the 2nd consecutive buyer freeze.  Morning call to the Paid Groups, Northgate Technologies Ltd hits the buyer freeze in the opening trade, before cooling down a bit.  Avon Corporation Ltd  hits the buyer freeze in the mid afternoon trade.  XL Energy Ltd was doing well in the mid-afternoon trade. This is a long term multi-bagger.   Glory Polyfilms Ltd hits the buyer freeze, in the mid afternoon trade; but why? Vishal Retail Ltd touched Rs.37.5 before cooling down a bit. Vishal Retail ...

Market Mantra: The rally which commenced on last Friday continued yesterday also. After a flat opening, Nifty went down to around 5800 level. it then traded within a range of 40 points. However, buying emerged on second half which took Nifty to 5913. Finally it settled at 5907, up 50 points from its previous close.  Market may start making higher tops and higher bottoms now, with 5700 as the ultimate base....but is expected to be range bound today......Nifty may face some selling pressure near resistance level of 5925-5950.  However, Nifty continues to get support at 5700 level which shows that buying interest at lower level. The market is just looking for an upward break out. Invest in small and mid cap counters as a rally is about to being in this space, with broader market virtually range-bound.  Big time buying is seen in Allied Digital Services Ltd, Vishal Retail Ltd and Valecha Engineering Ltd. Also, the morning call to the Paid Groups was on Energy Developmen...

Important Announcement Regarding Instant Forex: www.instantforex.biz Those who have invested in Instant Forex's schemes please contact Ajit N, through the following telephone number, VERY URGENTLY for some important informations. Ajit N: 09864512470 Please do it on very urgent basis as the last date is 15th December, 2010 to present your documents. You can give my reference and start conversation with  him. 

MARKET MANTRA: The markets might have made a PERMANENT BOTTOM, which needs to be confirmed with the next few trading sessions. I think for this market 5700 is the bottom and twice we did not break it......On last Friday, the Nifty took support at 5720 and went to 5850 within first 2 hours of trade. For the next three hours it traded between the level of 5800 and 5850 and finally rallied to 5865 during last hour of trade. The rally was sharp and swift. Today we are already watching a range bound market.  Hence now the money is to be made in the small and mid cap counters which already have some story to tell: Valecha Engineering (Rs.117), Bartronics Ltd (Rs.77), Reliance Media Works (Rs.205), Punj Lloyd Ltd (Rs.105), Balasore Alloys (Rs.24.5), Kohinoor Broadcasting Corp (Rs.2.14), Jupiter Bio Science Ltd (Rs.67), Energy Development (Rs.46), Northgate Tech (Rs.17), Prajay Engineers Syndicate (Rs.16.5) and so on.... The market continues get support at 5700 level where buying inte...

Another letter from a long term well-wisher....This time it is Dishan Kamdar, from ISB (Indian School of Business), Hyderabad. My sincere thanks to all my well-wishers, friends, fans, etc, for standing by me through thick and thin....!! Dear Suman, I have been following your blog. Just wanted to say that truth will soon suffice.  Pls don’t work yourself up with these sorts of auxiliary issues.  Sending you my support and strength. With best wishes, Dishan

The carnage in the mid and small cap counter continues: However the market is expected to rise after 15th December, 2010--so pain will not probably stay not too long for the retail investors: After this "Safai Operation"(Cleaning operation) by the regulators, we can expected 25, 000 in the SENSEX by next year. If you remember, I had spoken about "Circular Trading" in some of the scrips, including XL Energy Ltd, a couple of months back...... Invest in good counters or scrips in which there is some story brewing (Kohinoor Broadcasting Corporation Ltd, Ambalal Sarabhai Enterprise Ltd, Balasore Alloys Ltd, etc) and don't get bothered if the scrip goes down in the short term, due to bad market conditions. It is because if a company is doing well, then it's scrip should move up, when the sentiment in the market is ripe for the BULLS. Please do not look here and there-invest in my recommended counters.... A 20-50 per cent fall in several small- and mid-cap stocks o...

Important Announcement Regarding Instant Forex: www.instantforex.biz Those who have invested in Instant Forex's schemes please contact Ajit N, in the following telephone number VERY URGENTLY for some important informations. Ajit N: 09864512470 Please do it on very urgent basis as the last date is 15th December, 2010 to present your documents. You can give my reference and start conversation with  him. 

One of my long time well wisher writes: Dearest Mr. Sumanji, Due to my aged father of 97 yrs, I find it difficult to write to you or even carry on my daily routine. Anyway, your today's blog, has compelled me to say "HATS OFF TO YOU".  You are fearless, bold, and above all God  loving (not fearing).  You are truly a James Bond of the Stock Market. Regards :   Norbert N.   Sequeira Mumbai.

WINNING STROKES: THINK DIFFERENT: The following message (excerpts) is sent to the Paid Group yesterday morning.......The market traded with a negative bias yesterday.......It was a volatile session as Nifty traded both sides. However.........Market is expected to trade with a negative bias today and any rally may be an exit opportunity. Area of 6000-6025-6050 continues to act as major resistance. Long positions should be avoided.......In ability to cross ........in trend. Rally of more then 300 points from the low of 5690 shows nothing but 50% upward correction of the major fall from 6350 level. So I am pretty right since the last few months.  Kohinoor Broadcasting Corporation Ltd is giving opportunity to accumulate. Those who have purchased the share at high price should average the scrip at the CMP of Rs.2.13, so that their average price comes down to as low as possible. I can guarantee return in the scrip, like I guaranteed return in Sanguine Media Services, Avon Corporation Ltd...

WINNING STROKES: THINK DIFFERENT: Kohinoor Broadcasting Corporation Ltd, which set up a world-class studio in Rajpura (45 minutes from Chandigarh) moved up to close Rs.2.24. The top officials of the company are expected to visit Germany next month to sign the final deal regrading its Rs.2000 Cr (Rs.1100 Cr for solar photo voltaic cell and Rs.900 Cr for LED Project) power  projects. This scrip is expected to give massive returns going forward. I do not know what is obtained by writing lies /presenting false facts, about the company in MMB and in other forums by some unscrupulous elements. I presume these elements want cheap publicity at the cost of maligning the name of the company and its promoters.  In a significant development Jupiter Bio Science Ltd has opened up a new subsidiary in Hong Kong in the name of Jupiter Bio HK Ltd---it is expected to start work within the  next couple of months. If you remember Jupiter Bio Science came out with good results in Q2F...