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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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WINNING STROKES: THINK DIFFERENT
SEL Manufacturing Company Ltd as expected hit the upper circuits, before closing at Rs.5.71. There are three prominent stories in the company: (i) Aviation Story (ii) Hotel Story and (iii) The Retail Story, apart from the normal story, where the company sells its products in the textile sector.  The company operates in  five segments, viz. Spinning, Knitting, Dyeing. Garments, and Terry Towels. The Company is vertically integrated multi-product textile company, manufacturing and exporting various kinds of Knitted Garments, Terry Towels, Knitted & Processed Fabric and various kinds of Yarn with production facilities located at Ludhiana and Nawansheher in Punjab and Baddi in Himachal Pradesh and upcoming unit in the state of Madhya Pradesh.The company is expanding its existing capacities in yarn manufacturing and terry towels. Further, it has also set up captive Power Plant with a capacity of 22MW. The terry towel manufacturing capacities are proposed to be increased upto 25200 TPA post expansion. The implementation work of the new Spinning Project in the state of Madhya Pradesh is going on in full swing and is in the advanced stage of completion. It consists of the capacity of 3,26,400 spindles. Further Vertex Spinning facility with capacity of 2400 spindles and Open end Spinning with capacity of 2040 Rotors is also proposed to be set up. Further expansion of open end Spinning consisting of 4800 rotors is also proposed which would take the total open end spinning capacity (post expansion) to 9240 rotors. The company continue to hold 99% stake each in the partnership firm(s) namely M/s SE Exports and M/s Kudu Industries. M/s SE Exports, the firm engaged in the business of manufacture of value added knitted garments is having production facilities located in the tax free zone in Baddi in Himachal Pradesh and M/s Kudu Industries is located at Ludhiana. The Company holds 99.75% stake in SEL Textiles Limited. SEL Textiles Ltd. is engaged in the business of textiles and the Company has two spinning unit(s) one at Neemrana (Rajasthan) and one at Hansi, Hissar (Haryana). Further the capacities of both of the aforesaid units is being expanded as under:
  • Addition of 34560 Spindles at the Unit located at Neemrana (Rajasthan). It is also proposed to add open end spinning capacity of 1440 rotors there.
  • Addition of 26400 spindles at the Unit located at Hansi (Haryana)
Further a new Spinning unit is being installed under the subsidiary i.e. SEL Textiles Ltd. In the State of Punjab with the capacity of about 1,88,000 Spindles. The company's primary raw material is cotton, which it sources from the domestic market. Cotton is an agricultural product and its supply and quality are subject to forces of nature. Now according to a report in Reuters, cotton spot prices in India, the world's second-largest producer, are likely to skid further this week after falling on Monday on higher supplies and softening global prices. Cotton prices in local markets have been sliding since the beginning of this month on increased rains in key growing areas, which could help the standing crop and allay fears of a steep fall in output. Besides, a stronger rupee is acting as a joker in the pack, favouring the textile companies, who buy cotton from the domestic market. This is seen as positive by most of the textile companies. So at a book value of around Rs.39, the stock should cross Rs.15 in the coming days, hitting upper circuits on the way, only on the twin stories, (i) Aviation and (ii) FDI in Retail, which is going to help the domestic Textile companies in a large way. I am expecting an UPPER CIRCUITS (Probably a BUYER'S FREEZE) in Wednesday's (26th September, 2012) trade.
Koutons Retail Ltd hit the buyer freeze in the opening trade, while both V2 Retail Ltd (http://v2retail.com) and Pantaloon Retail Ltd closed in the green in Tuesday's trade. Now the promoters will be hunting for the buyers.
Presently, V2 Retail Ltd is having 8 (eight) stores in various locations in India in a name of “V2 Value & Variety”, with one warehouse situated at Delhi. One market-man has given a target of Rs.240 for Pantaloon Retail Ltd. CLICK HERE.
FDI in retail and proposed cut in interest rate by the RBI could propel the stocks in the real estate to move up in the coming days rapidly. Today, Vijay Shanthi Builders Ltd closed in the green. 
My recorded United Breweries Holdings Ltd at around Rs.78-79, a couple of months back hit the upper freeze today, as the stock closed at Rs.132.45.

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