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Showing posts from January, 2017
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SumanSpeaks Independent Capital Markets & Geopolitical Intelligence Fed, FPIs & Budget Watch | Indian Equities The Fed Held, the Foreign Funds Flinched, and Delhi Is Listening: Where Indian Equities Go From Here The Fed held at 3.75%–4.00% on a 10–2 vote. FPIs have sold a record ₹3.07 lakh crore through 23 October. Delhi is reportedly weighing an LTCG cut. And on 27 October, the Nifty Smallcap 100 jumped 2.70% in a single session. Wednesday, 28 October 2026, gave Indian markets a rare thing: a day without a nasty surprise from Washington. The Federal Reserve kept its policy rate unchanged at 3.75%–4.00%. Nifty closed at 22,698.85, down just 0.22%, after Sensex had been down nearly 1,000 points at the intraday low. Then came the numbers that matter more. According to provisional NSE data, FII/FPIs were net buyers on the day. Across NSE, BSE and MSEI combined, they bought a net ₹871.83 crore, against DII net buying of ₹643.35 crore. It is one session, and it f...
Important 1. Prajay Engineers Syndicate Ltd (Rs.14.93) has hit the upper circuits in both the exchanges. Where is the stock heading ?  Can it cross Rs.27, considering that Hyderabad is now a happening city and lot of real estate opportunities are avaliable in Vijaywada too. Trade through my recommended brokerage house and get my assistance FREE.  2. Buy Future Enterprises Ltd near the support of Rs.17.50 . If you are buying at the CMP of Rs.18.45, then please do keep a SL at Rs.17.30. Targets: Rs.28 - 31. 3. Reliance Communications Ltd (Rs.31.40) is better placed among all the incumbent Telecom players to handle the RJio menace. It is because it has tie up with RJio as regards infrastructure and spectrum sharing -- RCom has one of the highest holding of the  lucrative 800 MHz spectrum used for (highly penetrative) 4G transmission; apart from 1800 MHz category. RCom is gettin royality from RJio for the use if these spectrums.
Today's Calls 1. But LT Foods Ltd at Rs.367, T: Rs.377-381, SL: Rs.362. Exit out of LT Foods at Rs.371, the stock is not performing according to expectations. 2. Buy Torrent Power in intra-day dips at Rs.191, T: Rs.197-201, SL: Rs.187. 3. Buy State Bank of India at Rs.259, T: Rs.270, SL: Rs.252.
Today's Calls: BTST 1. Buy Reliance Capital at Rs.461,T: Rs491, SL: Rs.455. 2. Buy IRB Infrastructure above Rs.220.50,T: Rs.235, SL: Rs.215 3. Intra day buy Axis  Bank at Rs 486, T: Rs.491,SL: Rs.476.
Today's Calls 1. Buy KEC International Ltd at Rs.151, T : Rs.159 - 167, SL - Rs.139. 2.  Buy Dewan Housing Finance Corporation Ltd at Rs.273.40, T: Rs.285, Rs.265.
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Advantage: Anil Ambani..? Or Jio Buy - out..? The Financial Express writes on 13 January, 2017: Right now, incumbents are using 4G spectrum to offer data services to subscribers and continue to offer voice calls using older GSM networks. If there is a surge in voice traffic after free voice becomes the norm, these telcos will then have to invest more in capacity to augment their ability to carry voeice traffic on their GSM networks. Their best bet, in such a situation, is to accelerate their migration to VOLTE networks of the type RJio has—some of them have, in any case, been carrying out trials on this in select areas.  The problem, however, is that while lower frequency bands are better suited for this, none of the incumbents have a pan-India network of, say, 900 MHz spectrum where VOLTE networks can be deployed. The best bet in such a situation is 700 MHz, but thanks to the regulator putting an arbitrarily high reserve price for this spectrum, and pegging it at four ti...
Today's Calls 1. Buy VEDL at Rs.236, T -  Rs.242 - 248, SL- Rs.231. 2. Buy IPCA Laboratories Ltd at Rs.566,  T - Rs.580-600, SL - Rs.548. 3. Buy Gujarat Ambuja Cements at Rs.215 , T -  Rs.221-227, SL -  Rs.206.
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Aircel - Maxis (Deal) Fiasco: The Apex Court and Some Thoughts.. In the Aircel-Maxis deal case lodged by CBI and the Enforcement Directorate (ED) it was alleged that South Asia FM Ltd (SAFL) and Sun Direct TV Pvt Ltd (SDTPL) had received Rs.742.58 crore as "proceeds of crime" from Mauritius-based firms. Later ED alleged before the court that Dayanidhi had generated funds worth Rs.742.58 crore through illegal means and there was sufficient prima facie material to proceed against him and other accused in the case. And thus the narrative changed.. Now, DNA India, a BJP sympathetic web portal writes:  The Supreme Court order preventing Aircel from disposing of its spectrum and licences through a proposed merger with Reliance Communications is a befitting response to the its promoters disregarding Indian laws. Aircel is owned by Malaysian company Maxis, whose Indian origin promoter Ananda Krishnan has been chargesheeted by the Central Bureau of Investigation, in on...

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