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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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Vijay Shanthi Builders Ltd: What a Chart and Upmove!!
The Chart of Vijay Shanthi Builders Ltd indicates, a clear break out from  the current trends. Moreover, the land holding of the company is huge/mammoth. The FY11 turnover of the company no where matches the market cap of the company. The momentum in the counter is very strong, and hence there are ample chances of the scrip making new highs this time. Those who have taken positions in the scrip after reading my strong recommendation in this blog, must be very happy, watching today's move (closed at Rs.21.60, after touching Rs.21.70, intra-day). The same thing is going to happen in case of Northgate Technologies Ltd (CMP: Rs.8.95, Book Value: Rs.14.81--it is a turnaround case and hence its book value is going to increase in the coming days) and Jupiter Bio Sciences Ltd (CMP: Rs.13.15, Book Value: Rs.120.70, Market Cap is only Rs.82.10, FY11 revenue: Rs.253.26). I have placed a report at: www.sumanspeaksplus.blogspot.com--have a look at it during your spare time. 
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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