Posts

By -
Image
SumanSpeaks Independent Capital Markets & Geopolitical Intelligence Fed, FPIs & Budget Watch | Indian Equities The Fed Held, the Foreign Funds Flinched, and Delhi Is Listening: Where Indian Equities Go From Here The Fed held at 3.75%–4.00% on a 10–2 vote. FPIs have sold a record ₹3.07 lakh crore through 23 October. Delhi is reportedly weighing an LTCG cut. And on 27 October, the Nifty Smallcap 100 jumped 2.70% in a single session. Wednesday, 28 October 2026, gave Indian markets a rare thing: a day without a nasty surprise from Washington. The Federal Reserve kept its policy rate unchanged at 3.75%–4.00%. Nifty closed at 22,698.85, down just 0.22%, after Sensex had been down nearly 1,000 points at the intraday low. Then came the numbers that matter more. According to provisional NSE data, FII/FPIs were net buyers on the day. Across NSE, BSE and MSEI combined, they bought a net ₹871.83 crore, against DII net buying of ₹643.35 crore. It is one session, and it f...
Post a Comment
Read more
By -
Image
Yavatmal means only farmers' suicides......? NAGPUR, Dec 30, 2014: For an outsider with just basic knowledge of state affairs, Yavatmal means only farmers' suicides. A cotton-rich belt, it has seen the highest number of farmers' ending their lives. Cotton, which had been a cash crop for generations, has gradually become a cause of distress for the cultivators. As officials put it, the number of suicides have come down substantially in past 2-3 years, though this season has been the worst for cotton growers. In the last half a decade, there has been gradual industrialization of Yavatmal. The biggest unit is the cement plant being built by the Reliance Group, which according to state government sources is expected to be operational by next year. Raymond's denim unit here is already operational with Nagpur-based Rasoya Proteins' solvent extraction plant set to start production soon.  The value of all the investment together can be pegged at Rs.5,000 c...
Post a Comment
Read more
By -
Image
Market Mantra Jindal Saw Ltd recommended yesterday at around Rs.77-78, today touched Rs.83.45, intra-day and is now trading at around 82.30. The scrip should do well in the coming days, as the company has been coming up with good set of numbers since the last couple of quarters.  Today's call : High Risk Taking traders can buy Rasoya Proteins Ltd (BSE Code: 531522) in NSE at R.0.60 (60 paise) or BSE at Re.0.59. This is an A-group company but due to some management issues, the s crip came down from Rs.20.80 to Re.0.57. But now it has started to show some upward movements. T his is a solvent extraction company based out of Maharashtra and operates in Soya Products (Soya Cakes and Soya Oil). A group of operators are playing with this scrip since the last few months and hence the regulators like SEBI should take actions against them. How is that the surveillance mechanisms of major stock exchanges in India (BSE and NSE) are not ...
Post a Comment
Read more
By -
Image
Reliance Communications’ QIP investors lose nearly 50% [ Editor : This report does not give the true picture of Reliance Communications Ltd (Rs.73.35). It says: "Besides, as R-Com’s quarterly results statements have shown, there’s hardly anything in its operational performance to get excited about". But the point is that the company  saw profit rise of 86% over the last year, as more subscribers use smartphones to surf the internet.The company said that the data traffic increased due to a boost in both subscribers and higher data usage per customer. Now, this is a big thing as "data-revolution" is going to gain more strength in the coming days. The Wall Street Journal wrote on 18 February, 2015:  Most of India’s new smartphone users have never owned computers. They couldn’t afford a device that could give them Internet access until smartphone prices drifted below $200. Today, close to a quarter of all smartphones on sale in India cost less than $100, accordi...
Post a Comment
Read more
By -
Image
BSE Small-Cap index up more than 1% [ Editor : Buy Jindal Saw Ltd at Rs.77--78, for short term targets of Rs.82-84. The price of crude oil has started to inch upwards, as was expected--in such circumstances, the SAW Pipe sector should do well. The scrip has already found a support around Rs.76-77 ranges and from today's movement it seems that this level will hold. During the Q3FY15, the profit of the company rose 23.74% to Rs.619.20 million from Rs.500.40 million  in the same quarter last year.  Net sales for the December 2014, quarter  rose marginally by 3.97% to Rs.17,774.30 million, compared with Rs.17,096 million for the prior year period. Meanwhile, the DIIs have increased their stake in the company to  13.13% in the December 2014 quarter as compared to 11.94% in the September, 2014 quarter.  Moreover, today recommendation came from a brokerage house to buy Jindal Steel and Power Ltd at Rs.156 for a target of Rs.162]  February 18...
Post a Comment
Read more
By -
Image
FIIs Continue to Press the Sell Button Photo : Money Control According to the Reuters, February 17, 2015: Earnings of India's largest companies fell more than expected in the latest quarter, adding to scepticism over a stock market rally that started in early 2014 and official figures showing the country's economic growth outpaced China's. The combined net income of 100 firms with a market valuation of more than $100 million dropped 6 percent in the three months ended in December from a year earlier. That compares with a 0.5 percent rise expected by analysts covering the companies. It was also the first decline in at least 18 quarters since Thomson Reuters started compiling the earnings data. It was the third consecutive quarter that profits had failed to match up to expectations, meaning companies have disappointed each quarter since Prime Minister Narendra Modi was elected in May last year, a victory that drove share prices to record highs. More than half ...
Post a Comment
Read more
By -
Image
CHEAP LOANS If  you are looking for loans at BARGAIN INTEREST RATES (6-11%, but conditions apply), from Private Financiers, then you can immediately contact me (till the fund remains) for more details at: sumanm2007s@gmail.com or suman2005s@rediffmail.com.  You will have to pay a one time "Service Charge" of around 2-3% (conditions apply) on the loan amount; but since the interest rate would be LOW and you would get it processed at a lightening pace (Usual Time: 2-3 weeks), I feel it should not bother you. Also, the paper works are much less here.... Listed and unlisted companies (especially those who want to replace their high cost debts with low cost ones), can also approach me for project loans above Rs.500 crore (Rs.5 billion plus) at interest rate below 6% per year (Conditions apply).   Hence, rush your applications today. Minimum Loan Amount is Rs.3 lakhs for personal loan and Rs.5 lakhs for other types of loans.
Post a Comment
Read more
By -
Image
Reliance Communications Ltd: Buy CMP: Rs.75.10 Anil Dhirubhai Ambani-owned company, Reliance Communications Ltd (Rs.75.10) which is India's fourth largest mobile phone operator by subscribers , reported an 85% jump in net profit for Q3FY15, boosted by lower cost of financing debt and as more of its subscribers used the pricier data services. It posted a net profit of Rs.201 crore for the October-December period. Revenue rose 1.2% on year to Rs.4,799 crore. The company's net finance cost fell to Rs.652 crore from Rs.749.3 crore a year back. In May, Reliance Communications raised Rs 6,000 crore from a share sale to institutional investors to reduce its debt and ready itself for the upcoming airwave auction. It used funds raised from the sale of shares to institutional players to repay loans earlier this financial year. According to the Economic Times, 14 February, 2015 :  The telecom industry in India has benefited from reduced competition ever since the ...
Post a Comment
Read more
By -
Image
RCom Advances 4% as Q3 Net Meets Expectations February 16, 2015:  Shares of Reliance Communications surged as much as 4.2 per cent to Rs.75 after the company reported that its third quarter net profit came in at Rs 201 crore after the market hours on Friday. RCom's net profit for quarter ended December 31, 2014 jumped 86 per cent to Rs.201 crore from Rs.108 crore during the same quarter previous year. Total income of the company rose 5.4 per cent annually to Rs.5,435 crore from Rs 5,157 crore. Revenues from the non-voice segment grew 12 per cent and voice segment revenues jumped 4 per cent on year on year basis. The results came in line with what the analysts had expected. Meanwhile, the EBITDA margins saw a soft growth in the third quarter. Gurdeep Singh, CEO, consumer business at Reliance Communication told NDTV that, "EBITDA margins were stable at 33.8 per cent and it could have been higher but due to few one time expenses on global business and employ...
Post a Comment
Read more
By -
Image
AAP’s trigger on AK - 67 ~~Fakhri H. Sabuwala Mumbai, 16 February 2015: "AAP jaisa koi meri zindagi mein aaye’ tau.......bAAP ban jaaye"...ahaa bAAP ban jaaye. Pehle AAP, pehle AAP....... the PM kept on saying and in this Lucknowi, syndrome the BJP missed the bus, whereas the Congress did not even come to the terminus".  "The results of the Delhi Assembly polls are one of its kind and has rewritten political history. Arvind Kejriwal’s swearing in ceremony as Chief Minister took place  on Valentine's day, 14th February, which incidentally is exactly the day he quit as the CM of Delhi last year. In the last twelve months, much water has flowed down Jumna bridge. Not only has it witnessed the country's general elections won by the BJP on the plank of development but also the installation of a non-Congress government at the  centre after long. This paved the way for the BJP with its regional partners to exploit the plank of development again in...
Post a Comment
Read more
By -
Image
Market Mantra Unitech Ltd (Rs.18.50), today moved up by more than 12% intra-day and touched Rs.19, after strong Q3FY15 numbers. It was mentioned in the last report that the shares of the company would gain positive momentum on Monday, following good quarterly numbers. The stock is now trading at Rs.18.50, up more than 11%. Today's call : Buy Reliance Communications Ltd at Rs.75--76, for a short term target of Rs.82. The company came out with superb Q3FY15 numbers.  A brokerage house has confirmed a BUY on Reliance Communications for a target of Rs.82-84..  The shares of Allied Digital Services Ltd tanked to Rs.21.40, intra-day today and is currently trading at Rs.22.75, down more than 11%. If you remember I had given a sell on the counter above Rs.30, based on some recent developments, asking all to book complete profits. Pipavav Defense and Offshore Ltd today touched my 3rd target of Rs.72 and is currently trading at Rs.68.80. Earlier there were media reports that...
Post a Comment
Read more
By -
Image
India gold prices surge on jewellery demand MUMBAI, Saturday, February 14, 2015:  Gold prices in top consumer India swung to a premium to the global benchmark this week, compared with discounts late last month, as jewellery demand picked up, dealers said. Indian gold prices were at a premium of $2-$3 an ounce over the international benchmark and are expected to remain in the same range in the short term, according to trade sources. Prices were at a discount of up to $16 an ounce last month, due to weak demand and sufficient supply in the market. 'Wedding demand has started picking up at lower prices,' said Narendra Singh, owner of Kiran Jewellers in Jaipur. 'Presently supply is smooth and gold is available as per the requirement but imports may increase in the coming months on increased demand,' he said. India overtook China as the top gold consumer last year as jewellery demand jumped to a record high, World Gold Council data showed this wee...
Post a Comment
Read more
By -
Image
Rohit Ferro Tech Ltd: Q3FY15 Result  Update Rohit Ferro Tech Ltd (Rs.8.40), a smaller player in the ferro alloy and stainless steel segment, reported a Net Loss of  Rs.67.94 crore in the quarter ended December 2014 as against net loss of Rs.56.83 crore during the previous quarter ended December 2013. Sales however, rose 3.28% to Rs.521.98 crore in the quarter ended December 2014 as against Rs.505.39 crore during the previous quarter ended December 2013. But, if we compare Q3FY15 and Q2FY15 results (or sequentially), we will notice some improvement in the topline and bottomlines, proving that turnaround is on the anvil.  The total income of the company in Q3FY15, came out to be Rs.526.58 Cr as against Rs.524.06 Cr in Q2FY15--showing slight improvement in the topline when compared sequentially. Moreover, the total expenses came down to Rs.542.11 Cr in Q3FY15 as against Rs.597.61 Cr in Q2FY15 and 555.76 Cr in Q3FY14. The net loss of the company...
Post a Comment
Read more
By -
Image
C Mahendra Exports Ltd: Q3FY15, Results Update C Mahendra Exports Ltd, a renowned and trusted diamantaire and jewelry company with a wide spread around the world came out with not so encouraging topline but slightly improved bottomline, speaking sequentially in the December, 2014 quarter. The net sales of the company declined 89.80% to Rs.40.57 crore in the quarter ended December 2014 as against Rs.397.92 crore during the previous quarter ended December 2013. The company reported a net loss of Rs 14.52 crore in the quarter ended December 2014, as against net profit of Rs.1.00 crore during the previous quarter ended December 2013.  However, if we look at the results, from other angle (when we compare the Q3FY15 and Q2FY15 results), we will see a marginal improvement in the bottomline of the company.  The net sales of the company for Q3FY15 came out to be Rs.41.01 Cr as against Rs.119.15 Cr in Q2FY15. However, corresponding  to the les...
Post a Comment
Read more
By -
Image
Firstsource Solutions Ltd: Q3FY15 Results as per expectations [ Editor : FSL Ltd (Rs.30.10) has come up with flat set of numbers for the Q3FY15, according to the expectations. The stock which touched Rs.33, after my recommendation, can therefore, trade sideways for some more days, before showing a clear direction. In such circumstances, the short term investors/traders are suggested to shift either to UCO Bank Ltd (Rs.71.20) or Unitech Ltd (Rs.16.70). However, the long term investors can hold the scrip with a SL of Rs.26] Firstsource Solutions Ltd came out with flat set of numbers both for the top and bottomlines for Q3FY15.  Firstsource Solutions Ltd has announced the following results for the quarter ended December 31, 2014: The Audited Standalone results for the Quarter ended December 31, 2014 The Company has posted a net profit of Rs.458.82 million for the quarter ended December 31, 2014 as compared to Rs.362.83 million for the quarter ended ...
Post a Comment
Read more
By -
Image
Gitanjali Gems Ltd: Results Update CMP: Rs.52.45 [ Editor : Gitanjali Gems Ltd was recommended at around Rs.47, based on some source based information, last week. The company has meanwhile, come up with superb Q3FY15 results, as per expectations. The stock has already reacted positively as it touched Rs.54.40, intra-day. There are more upsides left in this counter. After such results, we can look forward for positive results from C Mahendra Exports Ltd (Rs.12.91).  Also, those who do not like this blog, can run after operator driven counters like NTC Industries Ltd (Rs.69.10), MIC Electronics Ltd (Rs.9.28), Global Vectra Helicorp Ltd (Rs.45.60), etc. I had given a SELL on Global Vectra Ltd when it was was around Rs.72.35, and said it might go below Rs.30. The stock is a very good sell even now at Rs.45.60.  Moreover, when electronics industry is facing stiff competition both in the domestic and international market or when the t...
Post a Comment
Read more
By -
Image
Unitech Ltd's Q3 net profit up 32% at Rs.43.33 crore  [ Editor : Untech Ltd (Rs.16.70) was recommended when the market was going strong (or before the "Arvind Kejriwal" storm blew-away the Kiran Bedi camp), based on some source based information. It  is seen that the company has done satisfactorily in Q3FY15, inspite of challenging environments. The scrip should react positively on Monday] Photo : Noche Geek NEW DELHI, 13 Feb, 2015: Realty firm Unitech today reported a 32% increase in consolidated net profit at Rs.43.33 crore for the quarter ended December 2014 due to lower operational expenses and interest outgo.  Its net profit stood at Rs.32.82 crore in the year-ago period.  Income from operations, however, declined to Rs.704.56 crore in the third quarter of this fiscal from Rs.731.67 crore in the corresponding period of the previous year, Unitech said in a statement. Total expenditure fell to Rs.661 crore from Rs.716 crore during the period ...
Post a Comment
Read more
By -
Image
Unitech Ltd: Results Update CMP: Rs.16.70 Unitech Ltd has announced the following results for the quarter ended December 31, 2014:  (i) The Unaudited Standalone results for the Quarter ended December 31, 2014 The Company has posted a net loss of Rs.16.4 Cr for the quarter ended December 31, 2014 as compared to net profit of Rs.23.10 Cr for the quarter ended December 31, 2013. Total Income has decreased from Rs.532.77 Cr for the quarter ended December 31, 2013 to Rs. 331.24 Cr for the quarter ended December 31, 2014. (ii) The Consolidated Results are as follows: Not at all bad.... The Unaudited Consolidated results for the Quarter ended December 31, 2014 The Group has posted a profit after taxes, minority interest and share of profit / (loss) of associates of Rs.43.34 Cr for the quarter ended December 31, 2014 as compared to Rs.32.83 Cr for the quarter ended December 31, 2013.  Total Income has decreased marginally from Rs.793.60 Cr for...
Post a Comment
Read more

Popular posts from this blog

By -
Image
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...
Read more
By -
Image
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...
Read more
By -
Image
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...
Read more