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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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Sharda Energy & Minerals Ltd: Buy

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Sharda Energy & Minerals Ltd: Buy
CMP: Rs.167.50
Targets: Rs.203/220
SL: Rs.161.
Sarda Energy & Minerals Limited (SEML), incorporated in 1973, is the flagship company of Sarda Group. 

It has a Promoters’ holding of 71.9%.

It is a  vertical integrated producer of steel with captive iron ore. 

It is also a manufacturer​ and exporter of niche grade manganese based ferro alloys.

It generates captive power from Waste heat & coal.

It also has interests in Hydro power projects through SPVs. 

It is a TWO STAR EXPORT HOUSE, recognized by the Ministry of Commerce & Industry, Govt. of India. 

SEML is one of the lowest cost producers of steel (Sponge Iron, Billets, Ferro Alloys, Mining, Power, Pellets, Iron Ore,Wire Rod Mill, Eco Bricks) and one of the largest manufacturers and exporters of ferro alloys in India. 

Headquartered in Raipur, Chhattisgarh, the company merged Chhattisgarh Electricity Company Limited (CECL) with itself in 2007 with a vision to becoming a leading energy and minerals company. 

Buy the shares of Sarda Energy and Minerals Ltd at around RS.167/168, with targets mention above. I'm expecting the share your double by 3/4 months time frame.

Book some profits in Central Bank of India LTD at around Rs.19.95.

My yesterday's recommend stock, has hit another buy freeze today. Try tomorrow -- I will paste the name here if it is out of the Circuits.

I will recommend another momentum counter this week. Keep an eye on this blog and make money.

Note: If you have lost money earlier, then arrange a fund of around Rs.3/4 lakhs and come to me. I will guide you to cover your losses, with new techniques.
I don't run any PMS service.

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