SumanSpeaks: The Information Super Highway

  Flash Focus: Fast Facts For Smart Investors  #Yesterday, I have taken some shares of D B Realty Ltd (Rs.172.50) for some of my Portfolio Clients. Introduction:  D B Realty Ltd, established in 2007, is a prominent real estate development company in India, headquartered in Mumbai. It operates under the name Valor Estate Ltd  and focuses on large-scale residential, commercial, and mixed-use real estate projects, primarily in metropolitan areas such as Mumbai and Pune. The company is part of the Construction Services sector, specializing in high-end luxury projects and affordable housing initiatives. D B Realty has a history of delivering innovative and iconic developments, catering to diverse market segments. A leading Mumbai-based developer, Valor Estate Ltd, manages a portfolio of 100 million square feet, focusing on residential and commercial real estate developments. Corporate Strategies and Fund Raising:  D B Realty emphasizes urban redevelopment, affordabl...

  Flash Focus: Fast Facts For Smart Investors  #I have taken some shares of Marshall Machines Ltd near the Upper Circuit at Rs.25.28.  The book value of the shares is Rs.31.80 and 52 - week high for the scrip is Rs.56.40. Marshall Machines Ltd, presents a compelling investment opportunity due to its innovative automation solutions and strong presence in the industrial machinery sector.  With a proven track record of technological advancements, growing demand for precision engineering, and potential for scalability, the company is well-positioned to benefit from India's manufacturing growth story.  Rights Issue:  Last year this Ludhiana based leading CNC machines manufacturing company, came up with rights issue priced at Rs.44.80 per share. The management said that the funds raised through the issue will be utilized to meet the working capital requirements, repayment of loans, acquisition of technology and for general corporate purposes. Rights Issue closed...

Winning Strokes – Think Different The domestic equity market extended its rally on Monday, with the Nifty 50 crossing the 24,200 mark, driven by strong gains in PSU banks, energy, and realty stocks.  The S&P BSE Sensex surged 992.74 points (+1.25%) to close at 80,109.85, while the Nifty 50 jumped 314.65 points (+1.32%) to 24,221.90, marking a 3.73% gain over two sessions. Key drivers included the BJP's landslide win in the Maharashtra assembly elections, boosting confidence in the continuity of pro-business policies.  Additionally, sell-offs in Chinese equities supported reverse trade dynamics, benefiting Indian markets. The upcoming MSCI index reshuffle, adding five stocks to the MSCI India Index, is expected to attract significant foreign inflows, further fueling optimism. Broader markets outperformed benchmarks, with the S&P BSE Mid-Cap and Small-Cap indices rising 1.61% and 1.86%, respectively. Market breadth was robust, with 2,675 advancing shares against 1,389 de...

Adani Group’s US Indictment: A Legal Storm with Limited Impact or  A Legal Non-Starter or a Political Maneuver or Basically a Disclosure Issue?  Why Investors Should Consider Accumulating Adani Group Shares Amidst the Current Dips... The recent indictment of Gautam Adani in the US on allegations of bribery highlights the geopolitical and corporate complexities surrounding the conglomerate. However, investors must look beyond the immediate uproar. Here's my take on the topic: 💢 Limited Enforceability Under the India-U.S. Extradition Treaty: The extradition treaty between India and the US sets strict conditions.  Extradition is only permissible if the alleged offense is recognized as a crime under the laws of both nations and satisfies the dual criminality principle. India’s government is bound to first evaluate these allegations through an independent probe. The India - US extradition treaty and Elaborate Legal analysis: The India - US Extradition Treaty (1997) outlines s...

  Flash Focus: Fast Facts For Smart Investors  #I have taken some shares of State Bank of India Ltd (Rs.771.50) for my portfolio clients. I feel the shares have fallen purely on speculation. Adani Group stocks plummeted 10-20% on Thursday, November 21st, after US authorities filed bribery charges against Gautam Adani and other executives. The group has already lost Rs.2 lakh crore in market capitalization. Photo : Adobe Photo. But then allegations can be anything, hence we need to use the opportunity to buy the shares of this blue chip company in such speculative news.  Furthermore, the stock of SBI Ltd fell on the speculation of loan exposure to Adani groups could go stale.  #I have increased my holding in Adani Energy Solutions Ltd (Rs.697.25) in some of my portfolio accounts. Most of the brokerage houses are pretty bullish on the counter. In the morning there was news report that: A US court indicted Gautam Adani and seven others including his nephew Sagar and 3...

ZEE Entertainment: A Risky Bet Amid Governance and Financial Concerns... ZEE Entertainment Enterprises Limited (ZEEL), a leading player in the Indian media and entertainment sector, has been under the spotlight for a series of governance and financial issues. The company's stock has witnessed significant turbulence in 2024, plummeting by 58% year-to-date. While the recent reshuffle of leadership might seem strategic, the broader challenges facing the company warrant caution for potential investors. Photo : Rediff Money. =========================== Introduction : On November 18, 2024, Punit Goenka stepped down as Managing Director (MD) of ZEEL, taking on the role of CEO. This move, framed as a way for Goenka to focus on operational responsibilities, has drawn scrutiny from corporate circles. Proxy advisory firms and analysts are raising red flags about the company's governance, financial transparency, and shareholder confidence ahead of its crucial Annual General Meeting (AGM). ...

India's Chess Renaissance: A Chess Super House In The Making  Introduction: India’s meteoric rise in the chess world is a story of ancient tradition meeting cutting-edge innovation. As the birthplace of chaturanga, the precursor to modern chess, India has always had a deep connection with the game. However, it is in recent decades that the nation has transformed itself into a global chess force. This transformation is fueled by visionary players, the rise of digital chess tools, and a nationwide passion for this cerebral sport. Photo : Times Content. Gone are the days when mastering chess meant poring over dusty manuals in isolation. With the advent of powerful chess engines like Stockfish and Leela Chess Zero, combined with platforms like Chess.com and Lichess, chess has become more accessible, social, and competitive. India, with its rich intellectual heritage and hunger for excellence, is riding this wave, producing world-class players who are challenging the best on the global ...

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...

Jerome Powell's Comments and Global Stock Markets... Q. The US Fed’s Jerome Powell recently said: "There's no need to hurry rate cuts with economy going strong".  What does this statement imply for the US and India markets ? Ans . The recent remarks by U.S. Federal Reserve Chairman Jerome Powell, suggesting there’s "no need to hurry" rate cuts due to the continued strength of the US (American) economy, have several implications for both the US and the Indian markets: Impact on U.S. Markets: 💢 Higher Bond Yields: Powell’s statement has led to a rise in yields, particularly on shorter-term bonds like the two-year Treasuries, which increased by 8 basis points to 4.36%. Higher bond yields can make fixed-income investments more attractive compared to equities. As a result, investors may shift funds from stocks to bonds, leading to a potential slowdown or correction in U.S. equity markets​​​​. 💢 Stronger US Dollar: With the Fed signaling no immediate rate cuts,...

Why Indian Stock Markets Are Facing Continuous Selling Pressures? I believe during the last few days, you have heard the views of several marketmen, about the nosediving of domestic bourses. Here are my views on the issue: 🌼 Weak Corporate Earnings: Recent Q2 results for Indian companies, particularly in the commodities sector, have missed expectations. Nifty's earnings per share (EPS) growth is now projected to dip below 10% for FY25, making current high valuations difficult to sustain at around 24 times FY25 earnings. This weak performance has raised concerns, especially given that current price-to-earnings ratios are elevated​​​​. 🌼 Foreign Institutional Investor (FII) Outflows: FIIs have been selling off Indian stocks, reallocating funds to other global markets. Recent expectations of further Chinese economic stimulus, combined with attractive yields in the U.S., have redirected foreign capital out of India and toward other opportunities​​. 🌼 Strengthening U.S. Dollar: The d...

  Flash Focus: Fast Facts for Smart Investors #FCS Software Solutions Ltd (Rs. 4.67):  I have recently added shares of FCS Software Solutions Ltd to some of my portfolio accounts,with a keen eye on its June 2024 quarter results and its near debt-free status. Here's a snapshot of their impressive June, 2024 quarter performance: 💢 Net Sales: Rs. 9.06 crore. 💢 Net Profit: Rs. 1.36 crore, a 142.86% increase QoQ. 💢 EBIT : Rs. 3.09 crore. 💢 EBIT Margin: 27.56%. 💢 Net Profit Margin: 12.16%. With Donald Trump potentially coming back to power, we may see further strengthening of U.S.-India relations, especially in sectors like IT and Defense. While Trump's stance on reducing outsourcing could challenge Indian IT firms, his emphasis on American innovation and technology collaboration could create opportunities for India's IT sector, especially in fields like AI, 5G, and cybersecurity. Indian IT companies, including FCS Software, stand to benefit from greater partnerships and ...

A City Under Siege: Mumbai’s Stray Dog Problem Calls for Immediate Action... Mumbai (Bombay), with its unflagging energy, is facing a silent but growing threat: the uncontrolled growth of stray dogs and cats across its bustling streets. While these animals are an intrinsic part of the urban landscape, their unchecked population now poses significant health hazards, especially through the transmission of deadly viral disease, #RABIES. Photo : Shutterstock . Therefore, at this juncture, the Maharashtra government’s role in addressing this issue has become critical, as the health and safety risks from stray animals—especially the threat of rabies—loom larger each day. #Rabies, a highly dangerous and often fatal disease, is transmitted through the bites and even saliva of infected animals, making stray dogs and cats a serious public health concern. The disease not only threatens the life of anyone bitten but also leaves them with the burden of multiple, often expensive, rabies vaccine dose...

  The Shares In My Portfolio Accounts... Some of you have been asking me to reveal the names of a few shares, I hold in my portfolio accounts. Well, while I am unable to disclose the full list due to privacy protocols, I am pleased to share a select few with you: 💢 NMDC Steel Ltd - - Ultra modern 3 MT steel plant; turnaround in FY25. CMP: Rs.47.90. 💢 ZEEL --  Internet Divison has started to perform; huge line up of films. CMP: Rs.121.40. 💢 Coal India Ltd -- World's largest coal company with a history of dividend payments; Infra push by government, with an eye on the power sector. CMP: Rs.435.30. 💢 Swan Energy Ltd -- BlackRock holds stake; Waiting for mega listing of Reliance Naval. CMP: Rs.492.75. 💢 Indowind Energy Ltd  -- It has  raised Rs.48.30 crore from its shareholders through a rights issue, which was oversubscribed by 1.59 times. The raised funds will develop a 6 MW Solar Power Project in Tamil Nadu. CMP: Rs.22.19. 💢 3i Infotech Ltd  -- Focused o...

Steeling For Success: Why NMDC Steel Ltd (Rs.47.21) Is a Smart Bet... I have taken some shares of NMDC Steel Ltd for some of my portfolio clients.  Introduction: NMDC Steel Ltd (NSL) is setting itself apart as a modern powerhouse in India's steel industry. Positioned as India’s youngest steel unit, the Nagarnar Steel Plant's production momentum underscores its operational strength. Photo : ET Infra . NMDC Steel Ltd's recent achievements highlight its dedication to excellence and cutting-edge advancements in steel production. Its state-of-the-art 3 Million Tons Per Annum (MTPA) facility, constructed with an investment of Rs.22,900 crore, features one of the broadest Hot Strip Mills in India. This mill is capable of producing hot-rolled coils with widths between 900 mm and 1650 mm and thicknesses ranging from 1 mm to 16 mm With the recent milestone of producing over 2 (two) million tonnes of hot metal, NSL demonstrates efficiency improvements in reaching production targets f...

Why SAIL’s (Rs.118.40) Stock Looks Attractive Amid Global Shifts... 12 month target: Rs.195 - Rs.210 Introduction:  Steel Authority of India Limited (SAIL) is India's largest steel producer and is a Maharatna Public Sector Undertaking of the Government of India:. Th Government of India owns about 75% of SAIL's equity and retains voting control. SAIL is based in New Delhi and has plants in the eastern and central regions of India. Photo : PSU Connect. Plants: S AIL has five integrated steel plants and three special steel plants:  Integrated steel plants: Bhilai (Chhattisgarh), Rourkela (Odisha), Durgapur (West Bengal), Bokaro (Jharkhand), and Burnpur (West Bengal)  Special steel plants: Salem, Durgapur, and Bhadravathi. Steel Authority of India Limited (SAIL) operates a number of mines, including iron ore mines, coal mines, and flux mines:  Iron ore mines:  SAIL has 15 iron ore mines in Jharkhand, Odisha, and Chhattisgarh. These mines include Kiriburu, Meghahatu...

Reliance’s Na-ion Battery Gamble: A Potential Game-Changer? Reliance Industries Ltd (Rs.1338.65), a behemoth in the Indian business landscape, is making significant strides in the energy storage sector. With its recent investments in sodium-ion (Na-ion) battery technology, the company is poised to disrupt the lithium-ion (Li-ion) battery dominance. Photo : Faradion . Incidentally, Lithium-ion (Li-ion) batteries currently dominate the global energy storage and electric vehicle (EV) markets, with over 90% of demand stemming from the energy sector, according to the International Energy Agency (IEA). Despite this stronghold, there is an increasing competition from alternative electrochemical storage technologies, particularly sodium-ion (Na-ion) batteries, which are seen as a promising alternative due to the abundance and lower cost of sodium compared to lithium. Na-ion batteries offer advantages such as safe transport when fully discharged and compatibility with existing manufacturing tec...