Posts

Showing posts from June, 2015
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
Read more
By -
Image
Bearishness in soyabean prices on better production estimates [ Editor : This report says that the International trends aren’t supportive of Soya prices in Indian market. This is music to the companies like Rasoya Proteins Ltd (Rs.0.34), who were suffering due to steep increase in the price of the Soyabean, due to destruction of a large part of the crop in Maharashtra. However, the Soya Oil, imports continue to create problems for the domestioc players, as the Narendra Modi government is yet to take measures, to stem the tide.  The shares of Rasoya Proteins Ltd, which is now hovering around Re.0.34, should soon cross Rs.5 in the near future; as the company's production is likely to gather steam, post September, 2015. Moreover, the company has come out with a comprehensive plan, regarding insider trading--all these augurs well for the company. The stock has hit the UC, today, and is likely to continue till Re.0.60. So, accumulate the scrip in every dip, so that your acquisition...
Post a Comment
Read more
By -
Do you know?  Karuturi Global has allotted 36.50 crore convertible warrants of face value ₹1 each to non-promoters on preferential allotment basis instead of 34.5 crore convertible warrants.  Earlier, the company had informed the exchanges that its board (on May 25) had allotted 34.5 crore convertible warrants as approved by shareholders. On this news the shares of Karuturi Global jumped 9.6% to ₹2.62 on the BSE. The management of Karuturi Global seems to be have gone fully ballistic, regarding future prospect of the company. The next target for the scrip remains Rs.5-7; don't sell the shares in a hurry. I will speak with the sources this week and put the details on the blog.  Meanwhile, Karuturi Global has reported a consolidated total income from operations of Rs.92.84 crore and a net profit of Rs.18.45 crore for the quarter ended Mar '15. Other income for the quarter was Rs.(-)1.06 crore. For the quarter ended Mar 2014 the consolidated total income from ope...
Post a Comment
Read more
By -
Image
Karuturi Global reports consolidated net profit of Rs 18.45 crore in the March Sales rise 18.58% to Rs 92.84 crore Net profit of Karuturi Global reported to Rs.18.45 crore in the quarter ended March 2015 as against net loss of Rs.51.39 crore during the previous quarter ended March 2014. Sales rose 18.58% to Rs.92.84 crore in the quarter ended March 2015 as against Rs 78.29 crore during the previous quarter ended March 2014. For the full year, net profit declined 53.00% to Rs 32.47 crore in the year ended March 2015 as against Rs.69.09 crore during the previous year ended March 2014. Sales declined 46.00% to Rs 266.23 crore in the year ended March 2015 as against Rs.493.06 crore during the previous year ended March 2014. Powered by Capital Market - Live News
Post a Comment
Read more

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