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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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Market Mantra:
INTRADAY to the Paid Groups:
  • BUY MINIFTY_JUN 5300-5315, T--5338-5355, SL-5290
  • BUY ONGC at Rs.264-266, T--Rs.270-273, SL--Rs.262
  • SELL MARUTI at Rs.1100-1110, T--Rs.1080-1060, SL--Rs.1118.
  • Start Accumulating Allied Digital Services Ltd (CMP--Rs.38.75) with a SL of Rs.37. The company could come up with some statements, in the near future.
  • Money Matters Financial Services Ltd could  hit another buyer freeze--it is already up more than 3%. 
  • Buy some Satyam Computers Ltd at the CMP of Rs.82.15, SL--Rs.77, T--Rs.95. 
  • Buy Reliance Mediaworks Ltd at Rs.116.50--117, T--Rs.135, SL--Rs.112.
  • Why is Reliance Industries Ltd moving up: RIL has invited expression of interest from global oilfield services companies to hire offshore services, drill ships, and rigs to explore and develop the company's offshore oilfields.
  • I have mentioned yesterday about short covering and now see today, the net short positions in ITC, RIL, Jain Irrigation, etc.
  • Kohinoor Broadcasting Corporation Ltd hit the buyer freeze at Rs.1.41.

FIRST TGT ACHIEVED IN INTRADAY MINIFTY_JUN ltp 5337 long of 5316.
The Mid, Small and Micro-cap counters, are on the verge of starting a Superb Rally going forward-so keep accumulating the scrips in this space. 

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