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SumanSpeaks Capital Markets & Geopolitical Intelligence · Estd 2006 Governance · Regulatory Risk Reliance Power: When Legal Clouds Gather Over Market Euphoria ₹20,367 crore attached across the Reliance Anil Ambani Group. A ₹68.2 crore fake bank guarantee at the centre of it. A former CFO in custody for ten months and counting. And a stock that's still down more than half from its 52-week high even after a sharp rally. The market is pricing the turnaround. The Enforcement Directorate is pricing the history. Both can't be right forever. Reliance Power Ltd (₹24.07) has genuinely turned a corner operationally over the past two years — debt reduction, a growing renewable and BESS order pipeline, and periods of sharp investor re-rating. That part of the story is real and deserves credit. But sitting underneath that story is a live,...
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Vijay Shanthi Builders: A Great Upmove propped on Land Bank Valuations
The real estate stocks are expected to outperform the markets in the coming days, as the rate cut is imminent. Hence just buy and hold them, they will give you superb returns.
The Price of the Paid Services is going to increase from 1st February, 2012. Hence, those who want to renew or take fresh subscriptions, should do it before  this stipulated date. Those who are having a portfolio of more than Rs.2 lakhs they can join my brokerage house, and get one year subscription free and 50% discounts in the next two  years of subscription (this offer is valid till 31st March, 2012). Also, some seats are open for Profit Sharing Arrangement; if anyone has a portfolio size of more than Rs.5 lakhs (for NRIs it is 15 lakhs), they can send me a mail at: suman2005s@rediffmail.com or sumanm2007s@gmail.com. Those who have sent me mails for fresh subscription, should give me a couple of days to respond.


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