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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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Mandhana Industries Ltd: Accumulate
CMP: Rs.12.35
A buy was initiated in Mandhana Industries Ltd considering its low debt of around Rs.800 Cr and P/BV ratio of 0.07 at around  Rs.13.50 some days back. Maintaining a positive stance, the investors are suggested to continue to accumulate the scrip on every decline since:
(i) This is the parent company of Mandhana Retail Ventures Ltd, which has a debt of only Rs.800 Cr, inspite of its sales getting hit by Narendra Modi's destructive economic policies, like demonetisation.
(ii) The bankers have already invoked, strategic debt restructuring (SDR) and the company is in the process of completing all the formalities of the invocation....
(iii) The Mandhana Retail Ventures Ltd (Rs.163.50) is backed by the Bollywood film star, Salman Khan and the ace investors Rakesh Jhunjhunwala and Ramesh Damani. Rakesh Jhunjhunwala is having a member in its board. The retail arm is almost debt free.
(iv) Yesterday, the percentage of deliverable quantity to the traded quantity was whopping 67.90%. Every trade needs a buyer and a seller for any transaction to get executed; so the percentage of delivery is important to understand the mood of the traders/investors.

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manoj p said…
Thank you for the helpful and impiortant information keep doing the good work.The information very knowledgeable.
Hrugved Realtty - Pune's Top Real Estate Company
12:26 PM
Anonymous said…
Thank you for the helpful and impiortant information keep doing the good work.The information very knowledgeable.
Hrugved Realtty - Pune's Top Real Estate Company
3:28 PM
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