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Showing posts from December, 2020
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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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  Crore - Pati Scheme If you have a portfolio size of Rs. 2 lakhs and above, then I have come up with a fresh scheme for you, where you have the chance to become a multi -  millionaire or crorepati, over a period of time. Photo: Zee Business.  Procedure : 1. The investor needs to open a demat account in my associate brokerage house. 2. The said amount will be invested in high growth news based small and mid cap counters. 3. You don't have to pay anything to me, till the money becomes 1 (one) crore. 4. The contract gets terminated and you need to pay 30% of the net profit as the consultantcy fee. 5. You can again start a fresh contract with another Rs. 2 lakhs or for other schemes. 6. No F&O or leveraged based trading will be done and hence this is basically a more or less safe methodology.  7. It may take 4/5 years plus, to convert Rs. 2 lakhs into Rs. 1 (one) crore.  8. If you leave the scheme in between then you need to pay 50% of the profit till date...
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  Tit - bits Yesterday, the BSE Sensex closed 45,959.884 down 143.62 points (-0.31%), while the Nifty ended the day at 13478.30 down 50.80 points (-0.38%). The Nifty would continue to face small technical corrections on its way up.  #My recently recommended Imagicaaworld Entertainment Ltd (Rs.6.21) made an intra day high of Rs. 6.70. You can book partial profit and hold the rest with a SL of Rs.5.70. #Buy the shares of Indian Oil Corporation  near Rs.91/92 for short term target of Rs. 115. #You should accumulate Mandhana Retail Ventures Ltd (Rs. 12.15) in all market declines. It has a huge compound in Boisar (Greater Bombay) MIDC.  #Buy the shares of Virinchi Ltd (Rs. 40.40)  near Rs. 37/37.50 during intra day dips for short term targets of Rs. 45/51. It is a low debt company. 
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Winning Strokes  First of all let me tell you one thing: the new blogger interface is so BAD for Android users, that sometimes I don't feel like updating the same.  Inspite of my repeated mails to Google, to make it more user friendly, especially for mobile uploads, my pleas went unheard, till date. These days due to lack of time and due to lethargy, arising out of pressure from my normal work load, I generally update my blog from my Tab or mobile phone, instead of laptop or desktop, because in case of former, I can do the work, even in couch. But Alas! Google has their own sadistic plans to harass my noble efforts. Anyway, yesterday, the BSE Sensex closed at 44, 618.047 down 37.40 points (-0.08%), while the Nifty ended the day at 13113.75 up 4.70 points (+0.04%). As mentioned in my previous post, the Nifty would continue to face stiff resistance while moving up from here, especially in the 13132/13373 ranges.  Meanwhile, SGX Nifty is up by 21 points at 13175 in Covid - 1...
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Critical Red Flags at Rajesh Exports Ltd – Shift to Z Group Signals Deep Governance Issues. ~Sumon Mukhopadhyay. ------------------------------------ Company: Rajesh Exports Ltd (Rs.180.35). Date: January 5, 2026. Subject: Non-Compliance Leading to Z Group Classification and Investor Risks. =============== Executive Summary: A Major Regulatory Warning: As of early January 2026, Rajesh Exports has been reclassified into the Z Group (BZ Series) on both BSE and NSE. This punitive category is reserved for companies with serious compliance failures. The primary trigger: Persistent delay in submitting the Reconciliation of Share Capital Audit Report (required under Regulation 76 of SEBI's Depositories and Participants Regulations) for multiple consecutive quarters, including those ended June and September 2025. This isn't just administrative oversight—it's a serious red flag indicating potential mismatches between issued shares, demat holdings, and company record...
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Hikaru Nakamura and Atousa Pourkashiyan: A Checkmate in Love – A Grand Union Forged on the 64 - Squares.... Introduction: Hikaru Nakamura, a name synonymous with modern chess, is a prodigy-turned-legend whose brilliance has redefined the contours of the game.  A five-time U.S. Champion, his fearless strategies and dynamic online presence have made him an unparalleled force in the chess world. In 2023, however, the grandmaster made headlines for a personal milestone: his marriage to the courageous and equally accomplished chess player, Atousa Pourkashiyan. Atousa, a Women's Grandmaster (WGM), is a celebrated chess player and a symbol of resilience. Her bold decision to compete without a hijab during the 2022 World Rapid and Blitz Championship became a landmark moment in the global spotlight. This act was a direct expression of solidarity with the Mahsa Amini protests in Iran, where women have continued to fight against oppressive mandates, demanding the freedom to choose their attir...
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SYRMA SGS Technology Ltd (Rs.611); P owering Growth Through Data Centers and Medical Devices with Its New Pune Facility. Introduction : Syrma SGS Technology Ltd (Rs.611) is making strategic moves in high-growth sectors such as data centers and medical devices, positioning itself as a leader in the electronics manufacturing industry.  The company's newly inaugurated Pune facility is set to become a key driver of revenue growth and market expansion. This development not only supports Syrma’s commitment to the data center and healthcare industries but also enhances shareholder value through innovation and scalability. Photo : Business Line. ---------------------------------- Key Facility Details: Revolutionizing Operations Facility Scale: Spanning 26.5 acres, the new campus is designed to support 1.20 million square feet of manufacturing space, with 60,000 square feet operational in Phase 1. Investment : ₹150 crore in Phase 1, with further investment planned to scale operations. Job C...
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