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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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Winning Strokes

The Indian bourses are trading flat. The BSE Sensex is seen trading at 57,918.68 up 112.19 points (+0.19%), while the Nifty is trading at 17,238.15, up 24.55 points (+0.14%). While the indices are expected to trade flat, the action will be shifted to stock specific counters.

#Suzlon Energy Ltd (Rs.9.85) hit another consecutive Buyer Freeze. The stock made a new 52 - week high today. 

#Shriram EPC Ltd (Rs.10.20) hit the buyer Freeze today and then came out. We can look for targets of Rs.30/35 in the coming days. Accumulate on declines. FERA companies command high valuations in Indian bourses. It has a good order book position, and quality management.

#Buy the shares of BF Utilities Ltd near the CMP of Rs.382, for short term targets of Rs.471/491. This is a Baba Kalyani group company having huge land holdings, near Bangalore. It is also into Renewable Energy. When Suzlon Energy Ltd has been hitting continuous UC, we can look to buy this share. 

If you look at the shareholding pattern of the company, you'll find that the ace investor Radhakishan Shivkishan Damani (Guru of Rakhesh Jhunjhunwala) holds 1.30% shares of the company.  This makes the share extra special at the current CMP.

#The scrip of Bombay Rayon and Fashions Ltd (Rs.8.05) hit the Upper Circuit, before the AGM tomorrow. Since the stock has been shifted into BZ group by the exchanges, hence don't add fresh positions, till it comes out of this Group.

#Continue to accumulate the shares of JBF Industries Ltd (Rs.20.40), for targets above Rs.50. It is a Mukhesh Ambani acquisition story, according to the market rumours.

#The stock of Patel Enginnering Ltd (Rs.34) made a new 52 - week high today. If you remember, the scrip was recommended around Rs.15/17/19 ranges. The stock has doubled from the recommended price. 

#The Stock of A2Z Infra Engineering Ltd (Rs.9.05) hit another buyer Freeze. It has been shifted to the T - group and hence keep a constant watch on the counter.

#Buy the shares of Generic Engineering Construction and Projects Ltd at Rs.36, T: Rs.48/51. SL: Rs.31. This is a fundamentally strong company. 

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