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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 ...
Some Raw Data
Photo: Best Picks From Dolly Khanna
1. Lasa Supergenerics Ltd (Rs.21.70):~
#Market Cap: Rs.49.50 Cr
#EPS - Rs.1.02
#Price/Book -- Rs.0.42
#P/E -- 21.23
#Industry P/E -- 39.22
#Face Value -- Rs.10

2. Omkar Speciality Chemicals Ltd (Rs.10.10):~
#Market Cap -- Rs.21.38 Cr only.
#P/E -- 0.58
#Book Value -- Rs.94.99
#EPS -- Rs.18.02 (From Money Control Website. Double Check from your sources)
#Price/Book -- 0.11
#Industry P/E -- 39.22
#Face Value -- Rs.10.

Though the scrip of Lasa Supergenerics Ltd has been hitting the upper circuits since the last couple of days. I find that, its parent company, Omkar Speciality Chemicals Ltd where corporate bodies and NRIs hold 6.55% and 2.94% respectively, to be more promising.
However, both the companies are good as far as creating wealth for the shareholders are concerned and hence you can decide your choice, from the two. 

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