WINNING STROKES:

K Sera Sera Productions Ltd does it again today!! Cheers!! Gurpinder Bhullar (Paid Group member and an Air Hostress. She blindly bought the shares of this undervalued company, just on my word of mouth and she must be enjoying every bit the suspense). Are there any new developments in the Counter??!! What about its relation with the famous G V Films Ltd of South India??? My Morning Calls: Goldiam International Ltd hit the buyer freeze; Tech Mahindra Ltd almost reached the target of Rs.940 & Jetking Infotrain Ltd almost hit the buyer freeze: Ferro Alloys Corporation Ltd rose today also: Kohinoor Broadcasting Corporation Ltd hit the buyer freeze before cooling down at the end of the day: BPL Ltd and VBC Ferro Alloys Ltd hit the buyer freeze: My Earlier recommended Rohit Ferro Tech, Radhe Developers Ltd, Innocorp Ltd, Associated Alcohol and Breweries Ltd etc. did well today: What are the New Developments in Phoenix International Ltd and Ennore Coke Ltd??? Those who are holding my recommended KPIT Cummins Infosystem Ltd from Rs.85, please exit the counter if you have not done till now: Book profits in FCS Software Ltd: Which scrip that is both an infrastructure play and a play on the STP is looking great for immediate investment??The company according to the sources close to me is expected to do well in Q4FY08: Which company is looking for licenses to built STPs (The news is in the public domain only a bit of research is necessary) and whose share price is only Rs.14. The company recently forayed into Media and is seriously thinking........aha...........this is the important lead. Did the company give bonus shares anytime in the last 4 (four) years???? This company will come up with audited results only ..........The name to the Premium Group Members: Keep accumulating Relaxo Footwear, NEPC India Ltd and Southern Online Bio Technologies Ltd before they start hitting the upper freezes: Rasoya Proteins Ltd is slowly and steadily moving up. Keep watch on the counter as it has the tendency of suddenly shooting up from this range. Edible Oil Industry at Inflexion Point: India consumed 12 mt of vegetable oil in FY07. The Per Capital consumption of vegetable oil in India still remains very low at 11 kg per year in comprison to other countries of the world. Hence it is widely believed that edible oil industry is at the inflexible point and the demand for edible oil will only rise due to mammoth demand from countries like India, China and Russia:

Profit taking pulled the market lower in choppy trade today. Traders booked profit ahead of the outcome of the US Federal Reserve's policy meeting later in the day. The market breadth turned negative in late trade in contrast to strong breadth earlier in the day. Banking and realty stocks declined even as auto stocks rose. Consumer durables stocks fell. IT and FMCG stocks rose. Oil & gas majors declined. European markets which opened after Indian markets were in red. The 30-share BSE Sensex shed 91.15 points or 0.52% at 17,287.31. Sensex hit a high of 17,480.70 in early trade. At the day’s high, Sensex rose 102.24 points. Sensex hit a low of 17241.88 in late trade. At day’s low Sensex lost 136.58 points. The broader based S&P CNX Nifty was down 29.6 points or 0.57% at 5,165.90. Nifty May 2008 futures were at 5183.90, at a premium of 18 points as compared to spot closing of 5165.90. BSE clocked a turnover of Rs 6856 crore today compared to Rs 7290.22 crore yesterday, 29 April 2008. The NSE's futures & options (F&O) segment turnover was Rs 33,950.04 crore, which was lower than Rs 41,819.49 crore on Tuesday, 29 April 2008. The market breadth turned negative on BSE with 1296 shares advancing as compared to 1397 that declined. 75 remained unchanged. The BSE Mid-Cap index down 0.11% to 7,138.74 and BSE Small-Cap index down 0.13% to 8,773.57. BSE Consumer Durables index (down 0.93% to 4,543.11), BSE Oil & Gas index (down 1.33% to 11,505.79), BSE Bankex (down 1.62% to 8,819.68), BSE Realty index (down 1.67% to 8,505.49) underperformed Sensex. BSE FMCG index (up 2.02% to 2,461.38), BSE Auto index (up 1.71% to 4,726), BSE PSU index (up 0.91% to 8,081.53), BSE HealthCare index (up 0.62% to 4,275.10), BSE IT index (up 0.57% to 4,261.93), BSE Power index (up 0.07% to 3,338.81), BSE Capital Goods index (flat at 13931.25), BSE Metal index (down 0.49% to 16,114.40) outperformed Sensex. India’s largest private sector firm by market capitalisation and oil refiner Reliance Industries (RIL) declined 1.44% to Rs 2,614.85. Consumer Durables stocks declined. Titan Industries (down 4.5% to Rs 1,244.30), Asian Star Company (down 1.33% to Rs 1,275.30) edged lower. Videocon Industries declined 1.59% to Rs 374.20. The company’s net profit rose 8.55% to Rs 251.22 crore on 15.69% rise in total income to Rs 2538.78 crore in Q4 March 2008 over Q4 March 2007. Realty stocks declined. DLF (down 2.84% to Rs 705.25), Unitech (down 2.24% to Rs 310.40) and Indiabulls Real Estate (down 1.72% to Rs 547.75) edged lower. Banking stocks declined. ICICI Bank (down 2.43 % to Rs 879.40), HDFC Bank (down 2.11% to Rs 1,514.85), State Bank of India (down 0.96% to Rs 1,776.35) edged lower. FMCG stock rose. ITC (up 3.61% to Rs 219.80), Tata Tea (up 3.67% to Rs 912.25) edged higher. India’s largest FMCG major by sales Hindustan Unilever was flat at Rs 250.65. Nestle India jumped 9.15% to Rs 1774 on reporting 47.7% surge in net profit to Rs 160.15 crore in Q1 March 2008 over Q1 March 2007. Auto stocks rose. Mahindra & Mahindra (up 4.31% to Rs 670.40), Maruti Suzuki India (up 1.45% to Rs 741.90), Tata Motors (up 3.48% to Rs 662.20) edged higher. India’s largest motorbike maker by market share Hero Honda Motor declined 1.61% to Rs 848. IT stocks rose. Wipro (up 1.96% to Rs 488.60), Infosys (up 0.17% to Rs 1,753.75), Tata Consultancy Services (up 0.96% to Rs 919.55) and Satyam Computer Services (up 0.59% to Rs 482.20) edged higher. Jaiprakash Associates (up 1.95% to Rs 271.30), Bharat Heavy Electricals (up 0.27% to Rs 1,897) edged higher from Sensex pack. Grasim Industries (down 2.81% to Rs 2,402.75), Hindalco Industries (down 2.32% to Rs 193.60), ACC (down 2.15% to Rs 758.65), Ranbaxy Laboratories (down 0.99% to Rs 480.085) edged lower from Sensex pack. India’s largest dedicated housing finance firm by operating income HDFC declined 2.66% to Rs 2,804.80. The company’s net profit rose 39.64% to Rs 768.12 crore on 33.82% rise in total income to Rs 2,320.21 crore in Q4 March 2008 over Q4 March 2007. India’s largest telecom services provider by sales Reliance Communications rose 0.88% to Rs 579.75. The company’s consolidated net profit rose 70.5% to Rs 5401.14 crore on 31.79% rise in total income to Rs 19067.76 crore in the year ended March 2008 over the year ended March 2007. NTPC rose 1.08% to Rs 196.75. NTPC said on Tuesday its board had approved spending Rs 487 crore on renovating Auraiya gas power station in Uttar Pradesh. The board of the state-run firm also approved setting up an 8 megawatt (MW) Singrauli small hydel project in Uttar Pradesh at an estimated cost of Rs 62.90 crore, to add capacity from renewable energy sources. Ispat Industries clocked the highest volume of 1.96 crore shares on BSE. IFCI (1.6 crore shares), Reliance Natural Resources (1.38 crore shares), Reliance Petroleum (1.18 crore shares) and Indiabulls Securities (1.17 crore shares) were the other volume gainers in that order. Sesa Goa clocked the highest turnover of Rs 258.69 crore on BSE. Reliance Petroleum (Rs 240.62 crore), Reliance Communications (Rs 235,95 crore), Titagarh Wagons (Rs 200.66 crore) and Reliance Capital (Rs 188.92 crore) were the other turnover toppers in that order. The market expects the Fed to cut interest rates by 25 basis points to 2% and then signal that its rate-cutting cycle may be over for now in the face of mounting global energy and food inflation pressure. Indian stock market remains closed tomorrow, 1 May 2008, on account of Maharashtra Day. Inflation remains the biggest concern for the Indian stock market. The measures taken by the Union government to control inflation have also added to uncertainty on corporate profit. Finance Minister P Chidambaram yesterday, 29 April 2008, said government will impose export tax on basmati rice and some steel products, and cut import duties on key inputs like ferro alloys and metallurgical coke. He said the measures were being taken to improve domestic supplies and to moderate prices. The government has already banned export of cement and non-basmati rice. Given that parliamentary elections are scheduled next year (in May 2009), the government may leave no stone unturned in its attempt to rein in inflation. This is bad news for commodity scrips like cement, steel etc. In a bid to rein in inflation, the Reserve Bank of India, on Tuesday, 29 April 2008, raised cash reserve ratio (CRR) by 25 basis points to 8.25%, to suck out excess liquidity in the banking system, in its annual monetary policy review. While the central bank has mentioned price stability as its key priority, the overall undertone of the policy is not as hawkish as market had feared. That in turn boosted the bourses with Sensex jumping 362.50 points or 2.13% on Tuesday to settle at 17,378.46. The RBI governor Y V Reddy expects inflation to moderate in the next 2-3 months. Good Q4 results March 2008 results and firm global markets, triggered a solid rebound in the Indian market over the past few days. Buying by domestic institutions has supported the market. The structural growth drivers of the Indian economy remain intact – India’s economy is expected to witness a decent-to-strong growth for a long period of time due to favourable demographics. Rating agency CRISIL in its latest outlook for Indian economy for the year through March 2009 has stated that the overall growth scenario is expected to remain strong with investment as the main driver. Another pointer to the fact that the long term India growth story remains intact is the outcome of the latest 2008 US-India Business Council (USIBC) survey, according to which, India is, and will continue to be, a premier destination for investment by US firms, with a large number of respondents rating future economic growth in India as highly sustainable. On Wall Street, stocks ended little changed on Tuesday, 29 April 2008, as setbacks for two drugs weighed down the pharmaceutical sector, offsetting the relief from a retreat in record high crude oil prices. Asian markets were mixed today. Key benchmark indices in China, South Korea, and Taiwan were up by between 0.32% to 4.82%. Key benchmark indices from Hong Kong, Japan and Singapore was down between 0.3 to 0.6%. European markets were in the red. France’s CAC 40, Germany’s DAX and UK’s FTSE 100 fell between 0.38% to 0.73%.

My strongly recommended counter, Kohinoor Broadcasting Corporation Ltd (A report on the company is at www.sumanspeaksplus.blogspot.com) hit the buyer freeze today also, before closing 4 paisa below that price. Some vested interest groups tried to pull it down but never succeeded. They will never be able to pull it down because as some one said, "A scrip moves up because of its inherent strength of its fundamentals and not by anyone's will". Hence this scrip is bound to rise further. Keep adding on all declines. Did u remember the same episodes by some urchins, in my earlier counters like H S India Ltd, Radhe Developers Ltd, Jamna Auto Ltd, Jai Parabolic Springs Ltd, BSEL Infrastructure Realty, Sujana Metal Products Ltd, Phoenix International Ltd etc. There will always be some groups who will speak such nonsense, to pull a stock down and then enter. The prudent investors knows how to deal with these elements: Today my earlier recommended Phoenix International Ltd, Walchandnagar Industries Ltd, H S India Ltd, Southern Online Bio Technologies Ltd, Tilaknagar Industries Ltd, Ritesh Properties Ltd, Gayatri Projects Ltd, Sunflag Iron & Steels Ltd, Advani Hotels Ltd, Jhunjhunwala Vanaspati, Stone India Ltd, etc. all did well: So which scrip to invest on Monday and how will be the direction of the markets in the days ahead??!! This is only for the Premium Group Members...

Sensex garners 1507 points in three days:

Posting gains for the third successive session, the key benchmark indices settled on a firm note today. Major support to the market came in from the metal and oil sector stocks. Buying was witnessed in mid-caps and small-caps, as reflected in the strong market breadth. After sliding in early trade tracking weak Asian stocks, the market moved higher in the later half of the trading session as buying intensified after Asian markets recovered. European markets, which opened after Indian markets, were trading in the green. India's wholesale price index rose 4.07% in the 12 months to 2 February 2008, marginally lower than the previous week's rise of 4.11%, government data released today afternoon showed. The 30-share BSE Sensex rose 348.62 points or 1.96% at 18,115.25. Sensex rose 376.29 points at day's high of 18,142.92, at the fag end of the session. Sensex lost 321.58 points at the day's low of 17,445.05, hit in early trade. The broader CNX S&P Nifty was up 100.90 points or 1.94% at 5302.90. From a recent low of 16,608.01 on 12 February 2008, Sensex has advanced 1507.24 points or 9.07% in three trading sessions. The BSE Mid-Cap index rose 1.87% to 7,592.08. It underperformed the Sensex. The BSE Small-Cap rose 2.27% at 9,621.13. It outperformed the Sensex. The market breadth was strong: On BSE, 1983 stocks advanced as compared to 763 that declined. 47 stocks remained unchanged. BSE clocked a turnover of Rs 6372 crore as against Rs 5,735.81 crore on Thursday, 14 February 2008. The Nifty February 2008 futures were at 5276.90, at a discount of 26 points as compared to the spot closing of 5302.90. The NSE's futures & options (F&O) segment turnover was Rs 42675.67 crore, which was higher than Rs 37973.36 crore on Thursday, 14 February 2008. India's largest private sector firm by market capitalization and oil refiner Reliance Industries rose 3.02% at Rs 2,590.55. The company has reportedly secured approval from the Supreme Court to build part of an underground pipeline from the Krishna Godavari basin through a bird sanctuary. India’s largest private sector bank by assets ICICI Bank rose 2.48% to Rs 1,191.15. Among the other Sensex gainers, Hindalco Industries (up 9.01% to Rs 178.50), Tata Steel (up 5.12% to Rs 818.50), Bajaj Auto (up 4.78% to Rs 2,174.75), State Bank of India (up 4.21% to Rs 2,297.95) and Ranbaxy Laboratories (up 4.20% to Rs 396.15), advanced. Among the Sensex losers, Maruti Suzuki (down 2.13% to Rs 812.75), Grasim Industries (down 1.13% to Rs 2,814.20), TCS (down 0.30% to Rs 871.50), Ambuja Cements (down 0.30% to Rs 115.85) and Satyam Computer (down 0.05% to Rs 438.20), declined. The BSE Metal index rose 3.49% to 16,167.16. It outperformed the Sensex. Hindustan Zinc (up 4.53% to Rs 591), Jindal Saw (up 4.12% to Rs 821.90), Ispat Industries (up 3.69% to Rs 43.60), National Aluminum Company (up 3.52% to Rs 361.65) and Steel Authority of India (up 3.32% to Rs 220.85), edged higher. Oil stocks moved up after the government announced hike in petrol and diesel prices by Rs 2 and Rs 1 respectively on Thursday, 14 February 2008. The BSE Oil & Gas index rose 3.08% to 11,269.09. It outperformed the Sensex. Essar Oil (up 9.77% to Rs 234.90), Indian Oil Corporation (up 4.45% to Rs 560.65), Gail India (up 4.15% to Rs 427.95), HPCL (up 3.75% to Rs 308.75), Reliance Natural Resources (up 3.71% to Rs 136.95) and ONGC (0.74% to Rs 1,033.30), gained. The BSE Realty index rose 3.49% to 10,497.27. It outperformed the Sensex. Unitech (up 6.72% to Rs 417.15), Ansal Properties and Infrastructure (up 5% to Rs 234.05), Mahindra Lifespace Developers (up 2.81% to Rs 650.85), Omaxe (up 2.42% to Rs 273.35) and DLF (up 1.63% to Rs 878.95), moved up. Real estate developer Indiabulls Real Estate spurted 5.24% to Rs 656.55 after it sold 37.5% in its power unit for Rs 1580 crore to two investors including to private equity venture of steel magnate Laxmi Mittal. Software stocks lagged behind following overnight decline in the US market. The BSE IT index rose merely 0.95% to 3,879.98. It underperformed the Sensex. Infosys Technologies (up 1.13% to Rs 1,564.75) and Wipro (up 1.08% to Rs 420.25), gained. TCS (down 0.30% to Rs 871.50) and Patni Computer (down 0.45% to Rs 256.35), declined. Indian IT firm earn more than half of their revenues from the US market. Anil Dhirubhai Ambani Group firm Reliance Power rose 3.96% to Rs 384.70 on volume of 1.17 crore shares on BSE. On Monday, 11 February 2008, the stock had debuted at Rs 547.80, a premium of Rs 21.73% over the IPO price of Rs 450. Another ADAG firm Reliance Capital rose 4.33% to Rs 2080.95. Reliance Capital Asset Management Company today said it has mopped up Rs 5,660 crore in its new fund offer Reliance Natural Resources Fund. Reliance Power clocked the highest turnover of Rs 444.54 crore on BSE. Reliance Natural Resources (Rs 395.85 crore), Reliance Energy (Rs 260.65 crore), Reliance Petroleum (Rs 253.30 crore) and Reliance Capital (Rs 241.27 crore), were the turnover toppers on BSE in that order. Reliance Natural Resources reported highest volume of 2.95 crore shares on BSE. Ispat Industries (1.76 crore shares), Reliance Petroleum (1.53 crore shares), IFCI (1.36 crore shares) and Reliance Power (1.17 crore shares), were the volume toppers on BSE in that order. In Europe, key indices in UK, France and Germany were up 0.22% to 0.38%. Asian markets recovered from initial fall. Key indices in Hong Kong, Singapore and Taiwan were up 0.14% to 1.46%. Key indices in South Korea, China and Japan were down by 0.03% to 1.21%. The Dow Jones industrial average plunged 175.26 points, or 1.40%, to 12,376.98 on Thursday, 14 February 2008. The Standard & Poor's 500 index slipped 18.35 points, or 1.34%, to 1,348.86, and the Nasdaq composite index dropped 41.39 points, or 1.74%, to 2,332.54. Reiterating the government's target for average expansion in the next few years, Prime Minister Manmohan Singh told media on Thursday, 14 February 2008 that India can sustain close to 9% economic growth. India's economy expanded 9.6% in the last fiscal year. [With inputs from the Internet]

Note: The new enrollments to the Portfolio Management Services (PMS) has been stopped due to completion of the "Full Quota". Hence no fresh enrollments to the PMS are possible for the time being. My sincere regrets for not being able accomodate all of those who have applied for the same and were on que. Their names are put on the panel and whenever it is opened for fresh enrollments they will be given preference over others. The service will again be opened, if the Quotas are increased or some re-structuring is done at my end..Hence please do not send me request for fresh enrollments for the Portfolio Managemement Service.... Only enrollments to the Premium and Quickie Group (Paid) Services are open and those who want to enroll in the same, should send a mail to any of the following e-mail address, before they also closes down:

• sumanm2007s@gmail.com
• suman2005s@rediffmail.com
• suman2007s@sify.com

WINNING STROKES: THINK DIFFERENT:

Murli Agro Ltd hits the buyer freeze after SMS was given to buy the scrip to the Paid Groups. The company has a diverse business model.

Reliance Industrial Infrastructure Ltd touched Rs.814 before cooling down a bit. The stock should be slowly moving towards Rs.1250 mark in the days to come.

H S India Ltd hit the buyer freeze with comparatively good volume. The company earlier informed BSE that an Extra Ordinary General Meeting (EGM) of the Company will be held on May 14, 2009, to transact the Special business as detailed in the individual Notice being sent to the members of the Company.

Phoenix International Ltd almost hit the buyer freeze. But what is the news in the company??

Tata Steel Ltd recommended around Rs.150, a couple of months back touched Rs.288 today. The steel sector has again started to look good, with all round construction activity starting again. This has also read to the demand of Metallurgical Coke Ltd throughout the world. That is why Ennore Coke Ltd hit the buyer freeze today. It is to be noted that major consumers of Metallurgical Coke are steel companies.

Pyramid Saimira Theatres Ltd hit the buyer freeze, with large number of unexecuted orders. But why did the stock hit the buyer freeze??

Rolta Ltd recommended around Rs.75-77 last week touched Rs.86.4 before cooling down a bit. Where is the stock heading in the next few days--up or down??

Vikash Metal and Power Ltd hit the buyer freeze with good volume. The stock has been unnecessarily hammered in the last few months to some abnormal levels.

BSEL Infrastructure Realty Ltd recommended around Rs.10, hit the buyer freeze today at Rs.13.6, before coming down a bit. BSEL Infrastructure Realty Ltd earlier informed that the company has made exit from B Whighway Star Hotel project at Balewadi, Pune. The Company has sold 1,058,824 Shares of Rs 10 each in favour of Kamat Hotels (India) Ltd for Rs 79,411,800 and rest 941,176 Shares of Rs 10 each to Unity Realty and Developers Ltd (subsidiary of Unity Infraprojects Ltd) for Rs.70,588,200.The project being developed by the Company in the Joint Venture with Unity Infraprojects Ltd and Kamat Hotel (India) Ltd. Clearwater Capital Pvt Ltd, Cyprus is a major shareholder of the SPV Company.

In a bizarre incident, Face Book (www.facebook.com) has started to block my writings because they were projecting or giving out truth and you know in India during the UPA regime there is only one Mantra everywhere, "don't give out the truth" or else you will be sacked. But what to say of a government which is run by the spineless politicians, like Kapil Sibal, V Moily, Ashwini Kumar, Jayanti Natarajan, etc. with now the (sychophant) journalist, Vinod Sharma joining the race to get some a berth in the Rajya Sabha??!! Leave it Yaar..........Shobha Dey once said, "How to shame the shameless".

1. A government which led Indias to die due to Mumbai carnage and due to repeated Bomb Blasts are now talking of Kandhahar and Security.....You also do not talk of inefficient handling of the situation in Mumbai Hotels (Hotel Taj incident) and how the commandos arrived late due to which the casualties increased. Does this government remember how the relatives of the passengers pressurised the then prime minister to release the terrorist. Also what did this UPA Government did all these years to re-capture those freed terrorist, except shedding crocodile tears over the Kandhahar incident?

2. A government which cannot stop illegal conversion of poor Hindus (who are lured through money power) are talking of Kandamal(Orissa) violence. Why do tolerant Hindus resort to violence??

3. A government which still could not bring to justice the perpetrators of Bombay Stock Exchange blast in early 1990s is talking of Gujarat Riots.

4. A Government whose rhetoric does not match action in the matters of stopping infiltration in Assam and Bengal is talking of development. I only ask, the development for whom?? Is it for the illegal Bangladeshis (or infiltrators) or for a raging/burgeoning Muslim Population growth of 32% (against 20% in case of Hindus) or For the development of persons close to the Congress Party, like Ottavio Quattrocchi, an Italian businessman (related to Sonia Gandhi) who was charged for acting as a conduit for bribes in the Bofors scandal or for the continuance of the Nehru--Gandhi Dynasty??

4. A government which did nothing for the Hindus, except throwing some grains here and there and always taking them as granted. Now with the emergence of Hindu Vote Bank, UPA is scared and hence a desperate search of allies in the form of Chandra Babu Naidu and Nitish Kumar.

What I feel is that UPA is finished/dead and what is left is only is its carcass, which is given "Arti with incense sticks" by the sycophants (mostly from the English and Hindi media). The way the a section of the Indian media gave space to the "Nonsense Questionnaire" of Rahul Gandhi (or Raul Vinchi) looked as if Mr.Gandhi is Lord Krishna in Human Form. But what they failed to mention is that this Lord Krishna is a Christian who hates Hindus/Hinduism or just uses it to win votes nothing else.

In this connection let us see what Chapter 17, in Deuteronomy (Bible) says:

"And hath gone and served other gods, and WORSHIPPED THEM EITHER THE SUN, OR MOON OR ANY OF THE HOST OF HEAVEN, which I have not commanded". Then shalt thou bring forth that man or that woman, which have committed that wicked thing, unto thy gates, even that man or that woman, and shalt STONE THEM WITH STONES TILL THEY DIE.

Now the question is who worships, Sun (Surya Devta), Rain (Varun Devta), some stars in the sky except Hindus, Parsis, or some such natives??!! So according to BIBLE WHO SHOULD BE STONED TO DEATH??!! Moreover, who gave the authority to a person to stone another person to death if he/she does not follow his way of thinking??!! But the media and some yellow journalists come down heavily on Varun Gandhi if he says, "Those who dared to attack Hindus, will not be spared". He did not even say, that if you do not wear VIP brand of Chaddi you will be killed" or some such thing.....But the same thing is being said by a Congressman in South India, but media did not target him.....THIS IS THE GREAT INDIA "TAMASHA" MEDIA......

"Jyada Karak Lag raha hai kya....Choro Yaar........Kya Kare in sab bato se.....Hume only development chahiye na.........Hindus are being fooled since the last 2000 years and unless this slave mentality of some Hindus changes, they will continue to be fooled/fool.............

Also it seems to me that the Congress is in Great Trouble and is desperately seeking the help of the media channels who in these 5 years were instrumental in spreading mis-information to the Indian/world population.

Dear Sagarika Ghose, if "Mandir-Masjid was not an issue in 21st Century then: (a) Why is there so much Islamic Terrorism in India and throughout the world??

(b) Why are the vested interest groups not allowing a temple of Lord Ram to be built in his birth place...??

(c) Why Kashmiri Pandits are killed and their women raped/molested by the Islamic Goondas??

(d) Why are temples destroyed in Malaysia and Hindus who protests are persecuted??

(f) Why do some fanatic Muslim Organisations in Indonesia wants to ban the Indian Yoga??

(g) Why is Study of Islamic religion is compulsory in all schools and colleges in Pakistan and why do their text-books there carry venom and hatred against Hindu and Bharat??

(i) Why do Pakistani History books extol Md. Ghazni, Ghori, Babar and Aurangzeb as heroes and run down Rana Sanga, Shivaji and Rana Pratap as cowards??

(j) Why is name of Shraddhananda Park in Sukkur (Pakistan) changed as Gazi Abdul Rashid Park, after the name of the killer of Swami Shradhananda?? (http://chetz4u.blogspot.com/)

(k) Why do noted journalists lime Syed Naqbi, come on TV and only link Mr.Narendra Modi with Gujarat Riots, when most of the courts have exonerated him of this incident;overlooking the fact that Mr.Modi is doing very well in Gujarat in terms of reforms??

Hence, you and your husband, Rajdeep Sardesai (and your old friends Barkha Dutt/Prannoy Roy), please stop fooling people once for all. You and your ilks have made enough money through deceit and hence it will be better if you stop showing your faces in the public, if you have a little shame left in your bones. It is good that you are born in India and is working in India where Hindus constitute 83% of the population; if you were in Iran or Saudi Arabia or Pakistan or Nigeria, Afghanistan, or any such country, you would have been in graves or in Heaven by now...

You stay in air-conditioned studios and talk of Gujarat without talking of Godhra, as if people in Gujarat are all vegetables and are not human beings with natural feelings. You talk of burning of Churches in Kandamal without talking of the killing of selfless saint (see the Video on the left panel) there who was instrumental of re-converting the natives (who have been converted to Christianity) to Hinduism.

You talk of Kandahar without talking about the Mumbai Carnage where more than 150 people died of which one third were innocent Muslims. You are painting BJP as communal while you supported Barrack H Obama because of the colour of skin and who is now pointing his Gun towards BPO companies in Bangalore. You talk of BJP's communal agenda without talking of the communal agenda of Indian Union Muslim League with whom the Congress has an alliance in Kerala.

Moreover it is sad to note that diabolical Mr.Syed Naqbi linking BJP's win/success in this election with the rise of Hindu Nationalism?? Are Nazma Heptullah, Muktar Abbas Naqbi, S N Hussein, Raja Matin Nuri, Late S Baqth etc. Hindus??? So who is doing Mandir--Masjid Politics??..

Also, I think that some goons in the UPA government were instrumental in blocking my 'DIRECT" writings in www.facebook.com. But, I have started sending my views as comments on others writings, in www.facebook.com, which they are not able to block till now. But I am happy to see that the fire in my writings have shaken the looters and dacoits of www.facebook.com or those related to Indian administration. I think a section of the India media, led by the likes of NDTV or CNN IBM might be behind such move as I had criticized them in a number of occasions in those writings. If the www.facebook.com still continues with this apartheid policy then I will further lambaste them in this blog and all the Internet forums, where I pen my thoughts. It is to be noted that earlier I lambasted the "Pink Chaddi Campaign" in Face Book to such an extent that the membership dropped to almost half within one week of my writing.

The two key benchmark indices - the BSE Sensex and the S&P CNX Nifty saw divergent trend with the Sensex falling marginally and the S&P CNX Nifty rising slightly in what was a highly choppy trading session. The BSE Sensex settled 3.67 points or 0.03% lower, recovering 145.20 points from the day's low, but off 66.80 from the day's high. The Sensex struck its highest level in nearly 6 months. The Nifty attained its highest closing in more than six months.

The BSE Sensex regained the psychological 12,000 level. It had fallen below that level in early afternoon trade.

Volatility was high. After an early slide triggered by profit taking after Monday's sharp surge, the market bounced back in morning trade. However, the recovery proved short-lived with the Sensex skidding to the day's low in early afternoon trade. It cut losses later. Volatility ruled the roost in afternoon trade.

The market firmed up in mid-afternoon trade as as index heavyweight Reliance Industries recovered. The BSE Sensex struck its highest level in nearly six months. A sudden fall was witnessed at about 14:41 IST. Volatility was high in late trade.

The BSE 30-share Sensex had jumped 731.50 points, or 6.41%, to 12,134.75 on Monday, registering its biggest single day point gain since 31 October 2008. The BSE Sensex had advanced 2,487.44 points or 25.78% in the calendar year 2009 till 4 May 2009.

Recovery in the Indian economy triggered a solid rally on the domestic bourses in the past few days. The rally was also a part of a sharp surge in global equities triggered by hopes the worst of the global economic recession may be over. From a 3-year closing low of 8,160.40 on 9 March 2009, the Sensex jumped 3974.35 points or 48.70% to 12134.75 on 4 May 2009.

Buying demand from foreign institutional investors (FIIs) aided the recent upsurge. FIIs bought shares worth a net Rs 1491.20 crore on Monday, 4 May 2009. Their inflow in calendar year 2009 totaled Rs 2203.90 crore.

Activity in Indian factories expanded for the first time in five months in April 2009 as a swelling orders pipeline pointed to a tentative recovery, a survey showed on Monday, 4 May 2009. The ABN AMRO Bank purchasing managers' index (PMI) based on a survey of 500 companies, rose to 53.3 in April 2009 from 49.5 in March 2009, climbing above the threshold of 50 that separates expansion from contraction. The latest reading is the highest in seven months and it has steadily risen after hitting a trough of 44.4 in December 20089.

Manufacturing makes up about 16% of India's gross domestic product. The boost in manufacturing index came from a surge in new orders. The new orders index rose to 54.9 in April 2009 from 49.5 in March 2009. Several research notes in the past few days have pointed to improvement in economic activity in the months ahead.

European shares rose with financials the biggest gainers on hopes that the results of US government stress tests on banks would reveal only modest shortfalls for the sector. Key benchmark indices in UK, France and Germany were up by between 0.10% to 2.87%.

Most Asian markets rose on Tuesday, 5 May 2009, as better-than-expected US home sales added to signs the worst of the global recession has passed. Key indices in China, Hong Kong, Taiwan and Singapore were up by between 0.29% and 2.25%. Trading in Tokyo was closed until Thursday for Golden Week, while trading in South Korea was closed for the Children's Day holiday.

A government report on 30 April 2009 showed Japan's industrial production rose in March 2009 for the first time in six months and at twice the pace estimated by economists. The CLSA China Purchasing Managers' Index rose in April 2009, the first gain in nine months, CLSA Asia Pacific Markets said yesterday, 4 May 2009.

Trading in US index futures showed the Dow could rise 11 points at the opening bell on Tuesday, 5 May 2009. Earlier in the day, the Dow futures were in red.

The Wall Street Journal reported that ten of the 19 US banks undergoing government stress tests will need to raise capital. The results of the government's Supervisory Capital Assessment Program, otherwise known as the "stress test," imposed on 19 major banks will be released Thursday, 7 May 2009. The Federal Reserve has already said that most US banking organizations had enough capital.

US stocks rallied on Monday, 4 May 2009 driving the S&P 500 into positive territory for the year as investors bet banks' capital shortfalls may be manageable and housing data fueled hopes the recession is easing. The Dow Jones Industrial Average rose 214.33 points, or 2.61%, to 8,426.74, the Standard & Poor's 500 Index gained 29.72 points, or 3.39%, to 907.24 and the Nasdaq Composite index climbed 44.36 points, or 2.58%, to 1,763.56.

US government on Monday reported that construction spending in the country rose for the first time in six months in March 2009 as stimulus spending kicked in, while pending sales of existing homes rose 3.2% for the month.

Last week, the Federal Reserve monetary policy committee said the outlook for the US economy has improved a bit in recent weeks but that low interest rates would be needed for some time to ensure it recovers from its deep recession.

The BSE 30-share Sensex ended marginally lower by 3.67points, or 0.34%, to 12,092.96, as per provisional closing. The Sensex opened 24.59 points higher at 12,159.74. At the day's high of 12,197.88, the Sensex gained 63.13 points in mid-afternoon trade, its highest level since 6 October 2008. At the day's low of 11,985.88, the Sensex lost 148.87 points in early afternoon trade.

The S&P CNX Nifty rose 7.90 points, or 0.22%, to 3,661.90, its highest closing since 3 October 2008. Nifty May 2009 futures were at 3,659, at a discount of 2.90 points as compared to the spot closing. Turnover in NSE's futures & options (F&O) segment surged to Rs 52,712.16 crore from Rs 46,344.80 crore on Monday, 4 May 2009.

The market breadth, indicating the overall health of the market, was strong. On BSE, 1615 shares rose as compared with 933 that declined. A total of 99 shares remained unchanged.

The BSE Mid-Cap index rose 1.85% to 3,718.87 and the BSE Small-Cap index climbed up 1.98% to 4,162.58. Both these indices outperformed the Sensex.

The BSE Mid-Cap index has risen 165.38 points or 45.63% from its low of 2,553.49 on 9 March 2009. The BSE Small-Cap index has rebounded 1295.90 points or 45.20% from its low of 2,866.68 on 9 March 2009.

BSE clocked a turnover of Rs 5811 crore, higher than Rs 4,753.56 crore on Monday, 4 May 2009.

Sectoral indices on BSE displayed mixed trend. The BSE Consumer Durables index (up 0.98%), the BSE PSU index (up 0.71%), the BSE Capital Goods index (up 1.77%), the BSE Realty index (up 8.63%), the BSE Auto index (up 0.16%), the BSE Power index (up 1.19%), BSE Healthcare index (up 0.22%), BSE Bankex (up 2.36%), and the BSE Metal index (up 3.50%), outperformed the Sensex.

The BSE IT index (down 2.11%), BSE TECk index (down 1.10%), the BSE FMCG index (down 2.15%), the BSE Oil & Gas index (down 0.38%), underperfomed the Sensex.

Among the 30-member Sensex pack, 19 slipped while the rest gained.

Rate sensitive real estate shares rose on hopes lower rates will revive demand. Most of the realty deals including sale of commercial property and housing sales is driven by finance.

India's largest realty developer by sales DLF shot up 11.25% to Rs 260.05 on high volume of 84.96 lakh shares on the BSE. It was the top gainer from the Sensex pack. Reportedly, the company intends raising Rs 5,500 crore to retire debt through the sale of non-strategic assets like power units and hotels.

Unitech (up 11.47%), HDIL (up 7.97%), and Indiabulls Real Estate (up 4.06%), gained.

Sobha Developers jumped 8.83% to Rs 112.15 after its board of directors in a meeting held on 4 May 2009 board approved increase in foreign institutional investors investment limit up to 100% of its equity.

India's largest private sector bank by net profit ICICI Bank vaulted 8.52% to Rs 574.10 after its American depository receipt (ADR) advanced 14.16% on Monday, 4 May 2009.

India's largest mortgage finance firm by total income HDFC slumped 5.19% to Rs 1856 on profit taking after a 13.79% surge on Monday, 4 May 2009 triggered by better-than-expected Q4 results. The stock's rating was cut to hold from buy by Deutsche Bank, which said the shares were fairly valued. It was the top loser from the Sensex pack.

India's largest private sector steel maker by sales Tata Steel galloped 8.37% to Rs 285. The stock flared up on reports the company has raised prices of long steel products used in the construction industry. Tata Steel has increased spot prices by Rs 300 to Rs 500 a tonne on some long products, marking the first rise since prices crashed in the middle of last year. The price increase was effective 1 May 2009.

Other steel stocks also advanced. JSW Steel (up 9.47%), Bhushan Steel (up 6.46%), Jindal Steel & Power (up 1.74%) and Ispat Industries (up 3.71%), rose. India's largest truck maker by sales Tata Motors jumped 5.77% to Rs 272.05 after the company received 2.03 lakh bookings for its mini-car Nano, the world's cheapest car, more than double from the initial sales plan of the company. The announcement was made after market hours yesterday, 4 May 2009. Tata Motors raised about Rs 2500 crore from consumer bookings for its Nano, the world's cheapest car.

But India's top small car maker by sales Maruti Suzuki India fell 1.66% to Rs 825. The company reportedly plans to launch a 660 cc car in the coming years. Meanwhile, the company also plans to upgrade the Omni engine to make it compliant with the latest emission norms and launch an executive sedan to compete with the Toyota Corolla and the Honda Civic.

India's largest tractor maker by sales Mahindra & Mahindra slipped 2.86% to Rs 534.10 on profit booking after Monday's 11.86% rally triggered by strong sales in the month just gone by. Total sales of vehicles rose 14.85% to 23,004 units in April 2009 over in April 2008.

India's largest pharma company by sales Ranbaxy surged 3.46% to Rs 176.55 after the company said it has launched phase-III clinical trials for its Anti-Malaria drug Arterolanc Maleate Piperaquine phosphate in India, Bangladesh and Thailand. The company expects to complete the trial and apply for marketing authorisation by late calendar year 2010. It was the top gainer from the Sensex pack.

Jubilant Organosys spurted 13.38% to Rs 133 after the company said its unit has singed a pact with AstraZeneca for research collaboration. The company made this announcement during trading hours today, 5 May 2009.

Capital goods stocks rose after L&T, India's largest engineering and construction company by sales, recently said it expects strong order flow in the current financial year ending March 2010. L&T advanced 2.48% to Rs 976. India's largest power equipment marker by sales Bharat Heavy Electricals gained 0.94% to Rs 1723.

Suzlon Energy gained 10.69% to Rs 73 extending gains for the third session after the firm raised its stake in Germany's REpower Systems to 76%, after paying Martifer 30 million euros last week.

Outsourcing focussed IT stocks slumped on a firm rupee. India's second largest software services exporter by sales Infosys plunged 3.77% to Rs 1567.80 even as its ADR gained 6.71% on Monday, 4 May 2009.

India's largest software services exporter by sales TCS lost 2.61% to Rs 649.80. The stock lost on reports Chrysler, the bankrupt US automaker, plans to scale down its offshore outsourcing of information technology projects to vendors such as TCS in the near term, as America's third-largest automaker prepares to undergo a massive business transformation steered by the Obama administration and sell its assets to Italy's Fiat.

However India's third largest software services exporter by sales Wipro rose 0.95% to Rs 368.05 after the company said its unit Wipro Infotech has won a nine-year outsourcing contract from Unitech Wireless. The stock rebounded sharply from day's low of Rs 353.40.

The rupee rose today, 5 May 2009 helped by gains in other Asian currencies. The partially convertible rupee was at 49.45 per dollar, stronger than its Monday's close of 49.91/92.

A stronger rupee affects operating profit of IT firms negatively as they earn most of their revenues from exports.

India's second largest cellular services provider by sales Reliance Communication rose 2.81% to Rs 235.60, extending yesterday's 6.75% surge. Consolidated net profit as per Indian GAAP declined 3% to Rs 1454.31 crore on 10% growth in sales to Rs 5797.77 crore in Q4 March 2009 over Q4 March 2008. The company unveiled the results on Thursday, 30 April 2009.

India's largest private sector firm by market capitalisation and oil refiner Reliance Industries (RIL) was down 0.97% to Rs 1867. Nevertheless, the stock came off day's low of Rs 1838.25. Reports the Securities & Exchange Board of India (Sebi) has issued show cause notice to its refining unit Reliance Petroleum (RPL) for alleged insider trading and violation of the Fraudulent and Unfair Trade Practices (FUTP) triggered slide on the counter. RPL lost 0.68% to Rs 116. RPL is set to be merged with RIL, with RPL shareholders getting 1 share of RIL for every 16 held.

Shares of oil marketing firms HPCL (down 3.42%), BPCL (down 3.19%), and IOC (down 1.32%) fell as oil rose. State-run oil marketing firms suffer revenue loss on domestic sale of petrol, diesel, LPG and kerosene at a controlled price.

Light, sweet crude for June 2009 delivery rose $1.27, or 2.4%, to $54.47 a barrel on Monday, 4 May 2009 as investors responded to better-than-expected readings on pending home sales and construction spending in the US.

Cement shares retraced from day's high after gaining on the back of healthy dispatches in April 2009. India's largest cement maker by sales ACC fell 1.14% to Rs 648. The stock came off day's high of Rs 670.90. ACC's cement dispatches rose 4.05% to 1.8 million tonne in April 2009 over April 2008. The company announced the monthly dispatches figures after trading hours on Monday, 4 May 2009.

India's largest dam builder Jaiprakash Associates fell 0.51% to Rs 146.50. The stock declined from day's high of Rs 152.45. The company's cement dispatches increased 28% in April 2009 over April 2008.

India's second largest cement maker by sales Ambuja Cements fell 2.68% to Rs 79.80. The stock came off the day's high of Rs 83. The company's cement dispatches rose 10.7% rise in cement dispatches to 1.64 million tonnes in April 2009 over April 2008.

Aditya Birla group cement firms Grasim (down 0.27% to Rs 1793, off day's high of Rs 1842), and UltraTech Cement (down 1.01% off day's high of Rs 605.20), fell. The Aditya Birla group group today, 5 May 2009 said dispatches grew 17.4% at 31.82 lakh tonnes in April 2009 over April 2008.

FMCG shares considered as defensives in times of market downturn, slipped as investors shifted their focus to high growth stocks in a rising stock market. Hindustan Unilever (down 1.17%), Britannia Industries (down 2.05%), ITC (down 3.86%), Marico (down 0.73%), edged lower.

ICICI Bank was the top traded counter on BSE with turnover of Rs 324 crore followed by Reliance Capital (Rs 298.19 crore), Unitech (Rs 251.63 crore), DLF (Rs 214.95 crore) and Reliance Industries (198.39 crore). Unitech topped the volume chart on BSE clocking volume of 4.69 crore shares followed by Suzlon Energy (2.20 crore shares), Reliance Natural Resources (2.15 crore shares), IFCI (1.87 crore shares) and HDIL (1.14 crore shares). Sugar shares gained on reports India may slow imports of the sweetener after prices climbed to the highest in almost three years. Bajaj Hindusthan (up 21.63%), Balrampur Chini Mills (up 5.95%), and Shree Renuka Sugars (up 8.59%), rose. ECE Industries gained 10% to Rs 143.45 after a block deal of 5.39 lakh shares was executed on BSE at Rs 133 per share. The block deal constituted 12.29% of the company's equity. Everest Industries jumped 10.21% to Rs 75.55 after net profit soared 3541.18% to Rs 12.38 crore 116.75% surge in net sales to Rs 170.21 crore in Q4 March 2009 over Q4 March 2008. The company announced the results during trading hours today, 5 May 2009.

WINNING STROKES: THINK DIFFERENT:

It was a day of BULLS at the DALAL STREET today as bears ran for cover--the Sensex moved up by 623 points while the Nifty moved up by 189.05 points. There was an all round buying in the large caps as the Sensex moved up by 3.50 % followed by BSE 100 which moved up by 3.44%. There was also good buying in the mid cap (3.20%) and small cap (2.38%) counters. Only some days back I have asked all to buy large cap counters as they were looking very attractive at that time. I had even forwarded a writing by the CEO, Rahul Goel of www.equitymaster.com to go in for the large cap counters. The results are in front of your eyes. 

My PICK OF THE WEEK CALL, sent to the PAID GROUP,  Linc Pen and Plastics Ltd (Report at SumanSpeaksPlus) moved by 9.55% today. The scrip should do well as the allocation to the education sector has been increased by 24%. Moreover, 24, 000 Cr has been allotted to the Sarva Shiksha Avhiyan. This will help implement the right of children to free and compulsory education. Rs.2324 Cr for Rashtriyo Madhamik Shikshya Abhiyan, Rs.5600 Cr for Technical Eudcation, Rs.5254 Cr for UGC, etc. All these are positive for the share of Linc Pen and Plastics Ltd. 

Glory Polyfilms which was asked to be averaged at around Rs.5.5 hit the upper freeze in the mid afternoon trade. 

Ambalal Sarabhai Enterprise Ltd which made a 52-week low at Rs.6.24 also moved to Rs.6.74 before cooling down a  bit.

Reliance Power Ltd which was recommended around Rs.110, on some specific news, a couple of days back touched Rs.114.50 before cooling down a bit.
Prajay Engineers Syndicate Ltd which was recommended today around Rs.12.15--12.20 moved to Rs.13.15 before cooling down a bit. Even Vision Corporation Ltd moved up by around 4% today.
Stone India Ltd which got unnecessarily beaten down due to some wrong publicity by vested interest groups, during the time of railway budget also moved to Rs.39.90 before cooling down a bit. Last year (July, 2010) Stone India Ltd informed BSE that the Company at its Board Meeting held on July 14, 2010, cleared the proposal to get into Solar Power Projects through its recently created SPV, Stone Solar Private Limited. Stone Solar is setting up a number of Solar Farms at rooftop locations and vacant lands. It has submitted its initial proposal of 1 MW plant at West Bengal for pre-registration under Jawaharlal Nehru National Solar Mission scheme. On a medium term, in addition to setting up of such solar projects, Stone Solar will venture into manufacturing of PV modules, Grid Connected Converters as well as consulting & execution of Turnkey Projects. In the recent budget the  basic custom duty on Solar Lanterns has been reduced for 10% to 5%. Basic custom duty on few more inputs used in the manufacture of solar modules/cells has been reduced to NIL. This stock should give good returns going forward. 

Stone India Ltd: Makes a New 52-week high

Photo: Indian Mirror

My recommended Stone India Ltd made a new 52-week high today at Rs.91.55. The scrip was first recommended around Rs.50.50 on 25 February, 2011 and later asked to accumulate after the scrip fell. 

Meanwhile, Mr.A K Bhattacharya wrote the following on 16 November, 2014 on the Business Standard: 

The appointment of a new railways minister has quite understandably generated a lot of hope and some excitement. There is hope because of the commendable track record of Suresh Prabhu, the new railways minister, who had impressed everybody by his ideas and performance as the power minister in the Atal Bihari Vajpayee government. The excitement is even more because of the opportunities that the Indian Railways offers by way of reforms and restructuring to become a potent force to revive India's economic growth.

Therefore, the Indian Railways related scrip is expected to do well in the coming days, not only due to FDI in railways, but also due to new minister taking over the office.  

WINNING STROKES: Updated:

[Straight from the Gut: Many people/investors ask me: "Dada", R u a supporter of Kolkata Team in IPL? My answer is simple: I am away from this fuss and show of wealth called IPL, which encourages Regionalism and benefits the sponsors and players after cutting the pockets of investors and programming the Indian minds towards Regionalism or encouraging "Dirty Regional Frenzies". In a country where the divide between the rich and the poor is increasing day by day, I do not think we need an IPL to feed the minds of rich and create unnecessary tension among the Indians of various Regions. I have always tried to erase the regional divide in my group and hence I would love this fuss call IPL league to Perish in the near future, so that the Rich and Famous does not Parade their wealth in such a Naked Way. My Financial Playground is only Stock Market. This IPL will increase/encourage the Regional Divide among the Indians. Those who have not stayed in North East for at least a couple of years, will not understand what this word "Regional Divide" means in the Real Sense and how it acts/works like a Slow Poison]

My recommended Kohinoor Broadcasting Corporation Ltd and Acrysil Ltd hit another freeze after they came out with Spectacular Results. Kohinoor Broadcasting Corporation Ltd's, overseas subsidiaries are doing excellently well and lot of developments have taken place in the last quarter in the company (including its overseas subsidiaries). They are:

1. The Company has taken on Record the revised frequency assignment on INSAT 4A and the successful commissioning of the teleport at Rajpura.

2.The Company has approved the Draft MOU with Kaybee Ltd. London, for Translation of Indian programs into European Languages for Broadcasting in Europe.

3.The Company has approved the Draft MOU with Kaybee Ltd. London, a Company engaged into the Production of TV and Film content for Hollywood and Bollywood, for engaging them for obtaining the License for Broadcasting of TV channel and Teleshopping in UK, setting up the Play-out station and Production Studio in UK.

4. The Consolidated results of the company showed a net sales of Rs.162.4 Cr in FY08 as against Rs.22.64 Cr in FY07.

The Net Profit of the Company on consolidated basis in FY08, comes around Rs18.73 Cr as against Rs.1.33 Cr in FY07. The EPS of the Company in FY08 took a quantum jump from Rs.2.22 to Rs.3.58. THIS GIVES HUGE TARGET FOR THE SHARE PRICE OF THE COMPANY IF WE CONSIDER ITS PEER GROUP LIKE NDTV Profit Ltd, TV18 Ltd, TV Today Ltd. The launch of a "Basket of Channels" will further drum up its consolidated profits in FY09 and FY10. THE COMPANY IS ALSO CONSIDERING TO GO FOR PRIVATE PLACEMENT OF THE SHARES AT A CONSIDERABLE PREMIUM TO THE CURRENT MARKET PRICE, WHICH IS HIGHLY DISCOUNTED. You are getting the business of the company almost free if we consider its very small market cap of around Rs.116 Cr and its multiplex alone has a market value of Rs.100 Cr.

BNK Capital Markets Ltd, which is an indirect play on CESC Ltd hit another buyer freeze. One of my Favourites, CESC Ltd (Calcutta Electric) came out with wonderful set of numbers for the Q4FY08, beating the analyst's expectations. BNK Capital Markets Ltd as you all know holds more than 30 LAKHS SHARES OF CESC LTD WHOSE MARKET VALUE IS AROUND Rs. 144.2 Cr as against its small market cap of only Rs.26 Cr. BNK Capital Ltd also has in its portfolio HUGE LOTS OF THE SHARES OF OTHER COMPANIES AS WELL, WHOSE NAMES WILL BE DISCLOSED IN THIS BLOG OVER A COURSE OF TIME. This gives the Target for the share price as Rs.350--Rs.450, with the current fundamentals in place, excluding its holdings in its subsidiaries. If we consider all, then the share price of BNK Capital Markets should be trading at Rs.500--Rs.550, giving 50%-60% disounting. It has a group company in the BPO space, where it has substantial holding and which could come up with an IPO in the near future. This BPO Company in Kolkata is doing excellently well at present and will do well in future as well due to the strengthening of the US economy and more importantly due a strong dollar. It has also holding in BNK Securities Ltd (the trading arm of the company). Overall at CMP of Rs.52, it is available at dirt cheap. The stock fell from a high of Rs.114.95 just before the market crash:

Another scrip which could go up is Phoenix International Ltd, as the company has recently completed a manufacturing facility in Chennai where it is planning to open a shoe park. The Company will now gets revenues from three heads:

1. Its existing business of making leather goods using the old set up. This space is giving them good revenues.

2. Mind Boggling Rental income from its properties in North India.

3. Newly formed manufacturing facility in Chennai (Madras).

Besides this, after 9 months--12 months, Focus Energy Ltd will be starting to generate revenues from the Gas Find in Rajasthan (a couple of years back). Some of the revenues from Focus Energy Ltd could be ploughed back to Phoenix International Ltd as the former (Focus Energy) had earlier helped to ease off its debt burden and at the same time Focus Energy Ltd has taken loan from banks, keeping the shares of Phoenix International Ltd as morgtage (collateral). Thus is according to some sources and this could give new twist to the story of Phoenix International Ltd. The Company has a very small equity base of Rs.16.7 Cr, with Huge Promoters' holding of more than 70%. Most of the shares are blocked and hence there are very few shares left for trade in the open market, which gives its shares a high Premium. It is trading at an unbelievable price of Rs.28.40 with its EPS of Rs.8.44 or P/E of only 3.34. Even a modest P/E of 7 or 8 could give its share price good price of around Rs.70--Rs.75, after giving some discounts. Thus Phoenix International Ltd is highly undervalued at the CMP of Rs.28.4. Some operators are pegging a target of Rs.500 due to its huge real estate/properties in North India:

Keep accumulating other gems Southern Online Bio Technologies Ltd and Ennore Coke Ltd. Keep close watch on H S India Ltd after:

(i) the company approved to shift Registered Office of the Company from 201-202, Shivai Dongre Industrial Estate, 89, Andheri - Kurla Road, Sakinaka, Andheri (East), Mumbai - 400 072 to A-1, TO A SPANKING NEW ONE IN Manish Kaveri, Building No. 18, Manish Nagar, J. P. Road, Andheri (West), Mumbai - 400 053.

(ii)acquired 1,03,675 Equity Shares of Kesar Motels Pvt Ltd. Consequently, Kesar Motels Pvt Ltd has become subsidiary of the Company---this will further boost the results of the company going forward. For the full year FY08, net profit of H S India Ltd, rose 11.55% to Rs 2.80 crore, as against Rs 2.51 crore during the previous year ended March 2007. Sales in FY08, rose 34.58% to Rs 15.45 crore in the year ended March 2008 as against Rs 11.48 crore during the previous year ended March 2007:

Besides my other recommended counters, Kamanwala Housing Construction Ltd (The Paid Members were asked to average only in the Last week), BF Utilities Ltd, Minda Industries Ltd, Indian Hume Pipes Ltd, Indsil Electrosmelts Ltd, Srinivasa Hatcheries Ltd, Visa Steels Ld, Radhe Developers Ltd, Entegra Ltd, Avon Organics Ltd, etc. hit the buyer freezes: Tech Mahindra Ltd has been recommended by Angel Broking Ltd. The scrip was recommended some days back around Rs.903--Rs.904 to the Paid Clients:

THE SPECIAL OFFER ON THE PAID SUBSCRIPTION WILL GET CLOSED ON 15th OF MAY, 2008 AND HENCE RUSH IN TO ENROLL YOUR NAME FOR THE PAID SUBSCRIPTION WITH DISCOUNTS BEFORE THE OFFER DIES DOWN.

The Package for the Very Small Investors of 30% discount is full and fresh intake is not possible with the present circumstances. Only the remaining package for the long term members of SumanSpeaks is there. This was the message sent earlier on Paid Subscriptions:

It is heartening to note that, the Free Group, SumanSpeaks, completed 2 (two) years a couple of months back. Many of these wonderful members are with me since a long time. HENCE I HAVE THOUGHT TO REWARD THESE ARDENT FOLLOWERS OF MINE WITH THE FOLLOWING PACKAGES ON THE EVE OF SUCCESSFUL COMPLETION OF THE 1 (YEAR) OF THE PAID SERVICE AND 2 (TWO) YEARS OF COMPLETION OF THE FREE GROUP. Packages: 1. Those have spent at least 9 months but less than one year in the Free Group, SumanSpeaks, will get the Premium Group Membership and Quickie Group Membership at 20% discount to the existing rates for one year. 2. Those are with me in the Free Group, SumanSpeaks for one year or more BUT LESS THAN 2 (TWO) YEARS will get the same package at 30% dicount to the existing rates for one year. 3. Those who are with me for more than 2 (two) years, which essentially implies those who joined me during the formation of the Free Group, SumanSpeaks, will get at a 40% discount to my existing rates. ALL THESE PACKAGES ARE FOR THE NEW SUMANSPEAKS FREE GROUP, WHICH STARTED IN MARCH, 2006. I THINK THE PERSONS WHO ARE WITH ME FOR SO LONG NEEDS TO BE REWARDED FOR THIER UNFLINCHING SUPPORT DURING MY TURBULENT TIMES WHEN I FIRST FORMED THE FREE GROUP IN 2006. THE LAST PACKAGE DOES NOT APPLY TO THOSE WHO HAVE LEFT THE GROUP AND JOINED AGAIN AND HAVE COMPLETED MORE THAN 2 (YEARS). All these Packages closes/expires on 15th May, 2008 and Fresh Subscription will start only when new arrangements could be made for additional intakes. The investors who want to avail of this packages should apply immediately giving the date of joining of SumanSpeaks (Free Group), and sending a mail at any of the following e-mails given below: suman2005s@rediffmail.com suman_2004s@yahoo.co.uk sumanm2007s@gmail.com No request for fresh subscription will be taken after the joining date expires, i.e. after 15th May, 2008, unless it is extended.

Small-cap, mid-cap indices shines as the Sensex slides:

After trading within a narrow range earlier in the day, the market declined in late trading as US stock futures indicated lower opening on the Wall Street on Monday, 5 May 2008. Dow futures were down 105 points and S&P 500 futures were down 6.80 points. Realty and healthcare stocks outperformed the market. Consumer durables and IT stocks dropped. Small-cap and mid-cap counters were active throughout the session with their barometer indices outperforming the Sensex. European markets, which opened after Indian market, were mixed. France’s CAC 40 was down 0.29% whereas Germany’s DAX was up 0.02%. The stock market in UK was closed for a holiday. Asian markets, which opened before Indian market, were mostly in green. Key indices in China, and Singapore were up 0.37% to 1.84%. However, Taiwan’s Taiwan Weighted Index was down 1.41% and Hong Kong’s Hang Seng was down 0.22%. Markets in Japan, and South Korea were closed for holiday. The 30-share BSE Sensex fell 109.22 points or 0.62% at 17,490.90. Sensex gained 135.58 points at day’s high of 17,735.70, hit in the early afternoon trade. The index lost 142.85 points at day’s low of 17,457.27, hit in the late trade. The broader based S&P CNX Nifty was down 35.95 points or 0.69% at 5192.25. Nifty May 2008 futures were at 5205.10, at a premium of 12.85 points as compared to spot closing. As per provisional data, foreign funds sold shares worth a net Rs 236.81 crore yesterday. Domestic funds bought shares worth a net Rs 457.16 crore. The market breadth was strong on BSE with 1613 shares advancing as compared to 1118 stocks that declined. 45 stocks remained unchanged. The BSE Mid-Cap index rose 0.85% to 7,299.26 and BSE Small-Cap index rose 0.27% to 8,845.35. Both these indices outperformed the Sensex. BSE clocked a turnover of Rs 6350 crore as against Rs 6,606.18 on Friday, 2 May 2008. The NSE's futures & options (F&O) segment turnover was Rs 32972.85 crore, which was lower than Rs 36304.41 crore on Wednesday, 30 April 2008. India’s largest private sector firm by market capitalisation and oil refiner Reliance Industries fell 0.34% to Rs 2,665.70. India’s largest engineering and construction firm by revenue Larsen & Toubro fell 0.25% to Rs 3133.10. The stock had earlier touched a high of Rs 3262. The firm is reportedly set to revamp its corporate structure to create a dozen operating companies under the direction of a separate board of directors. Effective 1 July 2008, the move will lead to L&T becoming the umbrella organisation with a board to administer the performance of all businesses and ownership of the brand, pegged at around $2 billion. The BSE Bankex outperformed the Sensex, sliding 0.13% to 9,130.61. Kotak Mahindra Bank (up 5.81% at Rs 869.45), Federal Bank (up 2.78% at Rs 260.60), Union Bank of India (up 2.77% at Rs 168.75) and Yes Bank (up 2.49% at Rs 178.85), spurted. Public sector lender Allahabad Bank rose 6.78% at Rs 92.95. Net profit of Allahabad Bank rose 34.8% to Rs 169.51 crore on 30.3% increase in operating income to Rs 1980.17 crore in Q4 March 2008 over Q4 March 2007. India’s largest private sector bank by assets ICICI Bank fell 0.25% at Rs 933.15. India's largest commercial bank State Bank of India declined 2.36% to Rs 1781.90. The bank reported 26.1% rise in net profit to Rs 1883.25 crore on 26.7% growth in operating income to Rs 16393.93 crore in Q4 March 2008 over Q4 March 2007. The BSE Realty index outperformed the Sensex, gaining 0.26% to 8,741.39. Unitech (up 4.01% at Rs 330.90), Penland (up 3.37% at Rs 108.95), Mahindra Lifespace Developers (up 2.14% at Rs 560.95), and Purvankara Projects (up 1.66% at Rs 300.45), edged higher. However, India's largest real estate developer by market capitalisation DLF fell 2.10% to Rs 705.05. The BSE IT index underperformed the Sensex, falling 0.95% to 4,317.34. i-Flex Solutions (down 5.36% at Rs 1,345.25), HCL Technologies (down 2.70% at Rs 288.10), Wipro (down 2.41% at Rs 490.10), TCS (down 1.72% at Rs 924.55), Satyam Computer (down 1.34% at Rs 487.50) and Infosys Technologies (up 0.12% at Rs 1,787.35), slipped. The BSE Auto index underperformed the Sensex, slipping 1.01% to 4,812.13. Hero Honda Motor (down 3.48% at Rs 818.15), TVS Motor (down 2.08% at Rs 44.65), and Maruti Suzuki (down 0.46% at Rs 784.40), declined. India's largest commercial vehicles maker by sales Tata Motors slipped 0.71% at Rs 685.55. Tata Motors on Friday, 2 May 2008, reported a decline of 5.8% in automobile sales, including exports, at 38,149 units for April 2008 compared with 40,486 units in the same month last year, largely on account of dip in passenger car segment and exports. Passenger vehicle sales saw a decline of 12%, with total sales of 14,843 units in the domestic market in April 2008 India's leading tractor maker by sales Mahindra & Mahindra slipped 1.86% at Rs 677.50. Goldman Sachs will invest Rs 700 crore in Mahindra & Mahindra (M&M) by picking up convertible debentures which will give it a 3.68% stake in the auto major. Drug maker Suven Life Sciences surged 2.12% to Rs 36.05 after the company said it has received European product patent from European Patent Office for its clinical candidate SUVN-502. Jewellery maker Surana Corporation was locked at upper limit of 4.97% to Rs 47.55 on reporting 371.03% surge in net profit to Rs 6.11 crore on 37.44% growth in total income to Rs 619.33 crore in Q4 March 2008 over Q4 March 2007. Real estate developer Housing Development and Infrastructure (HDIL) fell 1.54% to Rs 832.95. The company has reportedly received Maharashtra state government's approval for the Mumbai airport slum rehabilitation programme. Telecom service provider Spice Communications surged 5.90% to Rs 42.20 on reports Telekom Malaysia is looking at increasing its stake in the company to at least 51% through a combination of open offer and acquisition of shares the co-promoters. Titagarh Wagons clocked the highest turnover of Rs 225.07 crore on BSE. Housing Development and Infrastructure (HDIL) (Rs 198.60 crore), Reliance Industries (Rs 197.27 crore), Unitech (Rs 166.97 crore) and Jaiprakash Associates (Rs 154.87 crore), were the other turnover toppers on BSE in that order. Tata Teleservices (Maharastra) reported the highest volume of 1.86 crore shares on BSE. Kashyap Technologies (1.47 crore shares), Ispat Industries (1.40 crore shares), IFCI (1.22 crore shares) and Reliance Natural Resources (1.09 crore shares), were the other volume toppers on BSE in that order. US market ended with modest gains on Friday, 2 May 2008 after the latest non-farm payroll data showed 20,000 jobs were lost in April 2008, a far better result than an expected loss of 75,000 jobs. Dow Jones Industrial Average gained 48.2 points or 0.4% at 13,058.20, the Nasdaq Composite index fell 3.72 or 0.2%, to 2,476.99 and the S&P 500 ended up 4.56 points to 1,413.90. High inflation remains the biggest concern for the Indian stock market. The measures taken by the Union government to control inflation have also added to uncertainty on corporate profit. Finance Minister P Chidambaram on Tuesday, 29 April 2008, said government will impose export tax on basmati rice and some steel products, and cut import duties on key inputs like ferro alloys and metallurgical coke. He said the measures were being taken to improve domestic supplies and to moderate prices. The government has already banned export of cement and non-basmati rice. Given that parliamentary elections are scheduled next year (in May 2009), the government may leave no stone unturned in its attempt to rein in inflation. This is bad news for commodity scrips like cement, steel etc. Exit Indsil Electrosmelts Ltd In a bid to rein in inflation, the Reserve Bank of India, on Tuesday, 29 April 2008, raised cash reserve ratio (CRR) by 25 basis points to 8.25%, to suck out excess liquidity in the banking system, in its annual monetary policy review. While the central bank has mentioned price stability as its key priority, the overall undertone of the policy is not as hawkish as market had feared. The RBI governor Y V Reddy expects inflation to moderate in the next 2-3 months. Good Q4 results March 2008 results and firm global markets, triggered a solid rebound in the Indian market over the past few days. Buying by domestic institutions has supported the market. From a recent low of 14,809.49 on 17 March 2008, the Sensex climbed 2,790.63 points or 18.84% to 17,600.12 on 2 May 2008. The structural growth drivers of the Indian economy remain intact – India’s economy is expected to witness a decent-to-strong growth for a long period of time due to favourable demographics. Acceleration in infrastructure creation will be another driver of strong growth in India’s economy. Rating agency CRISIL in its latest outlook for Indian economy for the year through March 2009 has stated that the overall growth scenario is expected to remain strong with investment as the main driver. Another pointer to the fact that the long term India growth story remains intact is the outcome of the latest 2008 US-India Business Council (USIBC) survey, according to which, India is, and will continue to be, a premier destination for investment by US firms, with a large number of respondents rating future economic growth in India as highly sustainable.