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 -
Market Mantra
Yesterday, buy call on Nifty proves to be correct as the Nifty reverses trends and threatens to break 5270--5300 mark once again. Those who have bought Nifty yesterday on my recommendations, congratulations to them.Today is "Akshaya Trithiya", an auspicious day to buy GOLD. On this occasion the Indian Stock Exchanges have waived off the transaction charges for all trades in GOLD ETFs. One can purchase GOLDBEES, KOTAKGOLD, RELGOLD etc... in secure Demat format.
Also, On the auspicious occasion of "Akshaya Trithiya", Extended Trading in GOLD ETFs would be taking place between 4.30 PM & 8.00 PM today. Happy Akshyaya Trithiya" to all of you and your families/friends.
Heavy buying is seen in Suzlon Energy Ltd today as the scrip is moving up with good volumes. It is now trading at Rs.22.65, with a positive bias. The company which has an order book of around Rs.39, 000 crore cannot trade at such dismal price. Moreover, this huge back-log of orders are to be executed with the FY13--Fy14 period, Hence, these two fiscals are expected to be money spinners for Suzlon Energy Ltd. Also, the depreciation of the INR against the USD is positive for the company as it gets a large section of its revenue from its overseas operations (REpower). So, Suzlon Ltd at the CMP of Rs.22.65 is a clear buy.
Sanguine Media Services Ltd hit the 3rd consecutive buyer freeze in the opening trade. Yesterday, I had mentioned in Yahoo Messenger, that I am hearing some positive murmurs on the company. It seems those positive whispers are correct. It that be so, then we could see some more continuous buyer freezes in the coming days, in Sanguine Media Services Ltd. 
Buy Hindalco Industries Ltd at Rs.121-122, T-Rs.127, SL-Rs.117. Moreover, with International ALUMINIUM BRAZIL, which will take place from 24 to 26 April 2012 as part of EXPOALUMÍNIO, Reed Exhibitions is intensifying its event activities in the world's most important regions for the aluminium industry.
Koutons Retail Ltd came up with compartively good Q4FY12 results. The stock (CMP: Rs.9) could hit the buyer freeze today...........Keep watch....!!

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