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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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Prajay Engineers Syndicate Ltd: Ready to Blast off
Prajay Engineers Syndicate Ltd which hit the buyer freeze last week, should start hitting some more buyer freezes. The company has huge pieces of land in Hyderabad and even in Vizag. The total land valuation would not be less than Rs.500 Cr as against this the market cap is only Rs.47.10 Cr. Now what about the business of the company? It is coming almost free at the current price of around Rs.6.76. 
The company would start working on an IT park from the 1st week of August, 2012 according to an unconfirmed source. The repo rate cut has already, improved the sentiments of Real Estate Counters. Its 3-star hotel would be money spinner in the coming days.
Prajay is one of the largest real estate developers in Hyderabad, offering differentiated real estate and hospitality products. The company has made significant capital gains on the back of its well located land bank. Prajay Engineers Syndicate Ltd has strong project pipeline.

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