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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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Wockhardt Ltd: Buy
CMP: Rs.609.15
I have Not been a fan of pharmaceutical sector since the last few years, however I feel this stock is ready for upmove after the Q1FY19 results.

Wockhardt Ltd reported narrowing of its consolidated net loss to Rs.86 crore for the quarter ended June. The company had registered a loss of Rs 410 crore in the same period a year ago.  Its Consolidated Sales revenue increased by 13.13% to Rs.1,008 crore during the reported quarter from Rs.891 crore in the corresponding period of 2017-18. 

Buy the stock at the CMP of Rs.609.15 for short term targets of Rs.722/781; SL: Rs.560. This is a special stock recommendation for the ardent blog readers. This stock has NOT been recommended to the Premium Group Members. 

Note: I will be recommending a Small Cap Short Term Momentum Counter to the Premium Group members tomorrow, to be bought on Monday morning; apart from regular updates on the earlier recommended counters.
If you want to know the name, then you should either trade through my associated brokerage house or subscribe to my Yearly/Life Time Premium Services. Now Highly Discounted Life Time Subscription Offer is going on, which you can avail of... You can reach me at: suman2005s@rediffmail.com or sumanm2007s@gmail.com. 


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