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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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Today's Call to the Premium Group Members
Buy JSW Energy Ltd at around Rs.84-87, for a target of Rs.130, in the next 3-6 months. The Hindu Business Line, on 23 November, 2014 wrote:
The stock of power generator JSW Energy has gained 45 per cent since January . This seems to have been driven by the sharp 70 per cent jump in profit in the first half of this fiscal — an outcome of easing global coal prices and a stable rupee. Also, JSW Energy’s recent proposal to acquire JP Power Ventures’ 1,391 MW of operational hydro power projects buoyed the stock.
Meanwhile, two of the TV-chartists gave a buy on the scrip:
(i) Ashwani Gujral:  JSW Energy is a 'BUY' call with a target of Rs.95 and a stop loss of Rs.82. 
(ii) Sudarshan Sukhani:  "JSW Energy  has been underperforming but a large base is now almost visible and on the verge of a breakout. It is not just a trade for today, a BTST or trade just for the afternoon, it is also a position trade if you want to build a position. A lot of stocks have run up and this one seems ready to do that run up. There is a lot of potential here." 

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