FOURSTOCKS BLOG

 

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Recs 6

Credit Growth at 15%

 Bank Credit Growth has moved up steeply from the lows of sub-10% about six months ago, to over 15% as announced two weeks back. Credit growth is still low comparing the last four or so years, but it’s looking like it will scale up back to the 20% level soon. Awaiting another report in two days. What is ha...Read more »

posted by DEEPAK SHENOY on Monday, March 8th, 2010
Comments (3) | Recommendations (6)


Recs 4

A delisting idea – Sulzer india

I had previously analyzed Sulzer here. I had written the followingSulzer has tried to delist the company in the past and current holds 80% of the stock. I will have to stretch my imagination on the point, that the company will suddenly start looking at improving the returns for the minority shareholder. In such a sce...Read more »

posted by ROHIT CHAUHAN on Saturday, March 6th, 2010
Comments (0) | Recommendations (4)


Recs 9

Retail Investors continue to be pessimist about IPOs: WHY??

Two days back I was on phone with my friend having a conversation on IPOs. I was of the view that 2010 will be the year of the IPO after 2007 as already 15 new stocks have been listed and 2 are on their way (NMDC & DQ Entertainment) as compared to 22 listings last year.  “Have you noticed that the inve...Read more »

posted by NIKHIL CHANDNA on Friday, March 5th, 2010
Comments (2) | Recommendations (9)


Recs 7

Direct Tax Code: Book Profits and Buy Back?

With the Budget revealing that the Direct Tax Code will be implemented from April 2011, a few choices have to be made now. The DTC brings in capital gains tax back again – even long term capital gains, which don’t get “preferential” treatment as they have in the last few years. Long term capit...Read more »

posted by DEEPAK SHENOY on Thursday, March 4th, 2010
Comments (0) | Recommendations (7)


Recs 2

Close watch at the game of fame: Fame Game

It was 8th of Feb. 2010, I distinctly remember as it was my first day in office and there was a lot of buzz about a stock called Fame India because of the battle for that company’s shares between Anil Dhirubhai Ambani Group’s (ADAG) and INOX Leisure and since then the stock has rallied one way from Rs 55 ...Read more »

posted by NIKHIL CHANDNA on Tuesday, March 2nd, 2010
Comments (1) | Recommendations (2)


Recs 9

Home Improvement for your portfolio…

Ran out of deo and had an important meeting the next day, which I definitely did not want to attend without the necessary aroma protection. Dropped into the neighborhood D-Mart and ran into Hari. Hari it turned out was buying some chocolate for his girlfriend’s birthday the next day.With my wife at the in-laws ...Read more »

posted by KAILASH KOPPIKAR on Tuesday, March 2nd, 2010
Comments (0) | Recommendations (9)


Recs 5

Budget 2010: Sector Impact

What’s in the IT budget for specific companies or sectors? Real Estate    * Interest rate subsidy of 1% for home loans less than 10L (on property less than 20L) to continue. But none of the large RE players are benefited – they just don’t have properties that qualify, and even if...Read more »

posted by DEEPAK SHENOY on Monday, March 1st, 2010
Comments (0) | Recommendations (5)


Recs 7

Company analysis - Sesa Goa

Sesa Goa is the largest private sector iron ore producer and exporter. It has access to 240 Million Mt of ore with mines in Goa, Karnataka and Orissa. The company achieved a turnover of around 5221 crs in 2009 with a net profit of 2710 Crs. The company exports almost 85% of its production to chinaThe company has thre...Read more »

posted by ROHIT CHAUHAN on Monday, March 1st, 2010
Comments (0) | Recommendations (7)


Recs 5

Post Budget: Stocks to watch for

Mr Pranab Mukherjee the finance minister did come out with a budget, which I am definitely not the best guy to comment on. But all I see is good tax savings for the salaried and good service tax savings for professionals like us.Above all the markets welcomed the budget with a good up move.Certain stocks to watchout ...Read more »

posted by NOORESH MERANI on Monday, March 1st, 2010
Comments (0) | Recommendations (5)


Recs 5

Interesting features of the budget speech

Financial stability, regulatory coordination, financial reforms So far, in India, regulatory coordination was based on the HLCC. This has not been a particularly good experience. The HLCC was not statutory and there was no defined mechanism through which decisions would be obtained. Many inter-regulatory diff...Read more »

posted by AJAY SHAH on Saturday, February 27th, 2010
Comments (1) | Recommendations (5)

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