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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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Market Mantra
Vijay Shanthi Builders Ltd hits the 2nd consecutive buyer freeze.  Now buy RDB Realty and Infrastructure Ltd (BSE Code: 533285) at Rs.24.95, SL--Rs.21, T--Rs.44.  The FY12, EPS of the company was Rs. 8.38. The OPM was 24.8 6% and NPM was 10.16%.  Now if  you look at the results of FY12, then  you would discover  that, during the two quarters only, RDB Realty and Infrastructure Ltd gains maximum profits and those two quarters are December (which is running now or we can say that we are almost at the end of it) and the March Quarter (The EPS for Q4FY12 was Rs.6.94). These two quarters gave such high EPS of the Company for FY12.  Therefore, doesn't it look attractive at the CMP of Rs.25, when we know for certain that, RDB Realty and Infrastructure Ltd, will move up within a very short time? Moreover, when we have a certainity of cut in the interest rate in the next policy meet, we need to buy the stocks in the Real Estate/Construction space. Isn't  it?  Also, when  you are a retail investor (or small investor), investing less than Rs.1 (one) lakh per scrip, then please stop looking at the volume of any counter---I have mentioned this TRICK  time and again, but still you people make the same mistake and lose great opportunites.
Add, Jai Balaji Industries: Rs.35-36, T--Rs.49--64, SL-Rs.31. Jai Balaji Industries Ltd touched Rs.37 today, and is now trading at Rs.35.45. The scrip should be accumulated in all declines.
Southern Online Bio Tech Ltd  hits another buyer Freeze today, in the opening trade. I have mentioned that, like in the past this scrip would give us good returns.
Southern Ispat and Energy Ltd which was recommended some weeks back at around Rs.3--3.60, today touched Rs.7.28. The Paid Members were asked to go for part profit booking when it crossed Rs.6. Congratulations to those who  have made money from the scrip.
Kohinoor Broadcasting Corporation Ltd which has good prospects ahead, has  today become only buyer at Re.0.46.

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