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• Ticker
• Rating
• Start Date
• Dir
• Start Price
• Current price
• Dividend Paid
• (A)Stock Returns
• (B)Index Returns
• Net points (A)-(B)

• HEROHONDA
• 
• 2010-09-03 
•  
• 1,735.00 
• 1,736.15 
• 0.00 
• -0.1% 
• 0.2% 
• -0.3 

• BAJAJ-AUTO
• 
• 2010-09-03 
•  
• 2,842.00 
• 2,871.75 
• 0.00 
• -1.0% 
• 0.1% 
• -1.2 

• HMVL
• 
• 2010-09-01 
•  
• 180.05 
• 176.10 
• 0.00 
• -2.2% 
• 0.8% 
• -3.0 

• IVC
• 
• 2010-09-01 
•  
• 50.10 
• 50.20 
• 0.00 
• 0.2% 
• 0.9% 
• -0.7 

• KARURVYSYA
• 
• 2010-09-01 
•  
• 765.00 
• 825.65 
• 0.00 
• 7.9% 
• 0.9% 
• 7.1 

• LICHSGFIN
• 
• 2010-08-27 
•  
• 1,210.90 
• 1,212.80 
• 0.00 
• 0.2% 
• 0.3% 
• -0.1 

• ABAN
• 
• 2010-08-23 
•  
• 833.85 
• 802.25 
• 0.00 
• -3.8% 
• -1.0% 
• -2.8 

• RMEDIA
• 
• 2010-08-09 
•  
• 68.60 
• 111.70 
• 0.00 
• 62.8% 
• 0.5% 
• 62.4 

• SUBROS
• 
• 2010-08-09 
•  
• 51.90 
• 53.80 
• 0.00 
• 3.7% 
• 0.5% 
• 3.1 

• DEN
• 
• 2010-08-09 
•  
• 241.95 
• 236.80 
• 0.00 
• -2.1% 
• 0.5% 
• -2.7 

• RELMEDIA
• 
• 2010-07-30 
•  
• 214.00 
• 202.10 
• 0.00 
• -5.6% 
• 1.6% 
• -7.1 

• INOXLEISUR
• 
• 2010-07-30 
•  
• 83.40 
• 74.10 
• 0.00 
• -11.2% 
• 1.6% 
• -12.7 

• PFIZER
• 
• 2010-07-16 
•  
• 1,250.00 
• 1,105.80 
• 0.00 
• -11.5% 
• 1.9% 
• -13.4 

• ANIKINDS
• 
• 2010-07-14 
•  
• 67.40 
• 63.05 
• 0.00 
• -6.5% 
• 0.7% 
• -7.1 

• ONGC
• 
• 2010-06-28 
•  
• 1,297.50 
• 1,338.00 
• 0.00 
• 3.1% 
• 3.5% 
• -0.4 

• IOC
• 
• 2010-06-28 
•  
• 381.90 
• 424.70 
• 0.00 
• 11.2% 
• 3.5% 
• 7.7 

• CIPLA
• 
• 2010-06-21 
•  
• 340.95 
• 307.25 
• 2.00 
• -9.3% 
• 4.1% 
• -13.4 

• CADILAHC
• 
• 2010-06-17 
•  
• 624.75 
• 633.15 
• 5.00 
• 2.1% 
• 4.7% 
• -2.6 

• STAN-DR
• 
• 2010-06-14 
•  
• 101.50 
• 119.10 
• 0.00 
• 17.3% 
• 5.6% 
• 11.7 

• JPINFRATEC
• 
• 2010-06-07 
•  
• 79.45 
• 81.55 
• 0.00 
• 2.6% 
• 9.2% 
• -6.6 

• OMAXE
• 
• 2010-06-07 
•  
• 91.50 
• 130.20 
• 0.00 
• 42.3% 
• 9.1% 
• 33.2 

• SBIN
• 
• 2010-06-02 
•  
• 2,215.00 
• 2,773.50 
• 20.00 
• 26.1% 
• 10.2% 
• 15.9 

• SPLASHMED
• 
• 2010-05-28 
•  
• 67.38 
• 72.85 
• 0.02 
• 8.1% 
• 8.2% 
• -0.0 

• GVKPIL
• 
• 2010-05-28 
•  
• 41.90 
• 46.95 
• 0.00 
• 12.1% 
• 8.5% 
• 3.6 

• NHPC
• 
• 2010-05-26 
•  
• 28.70 
• 31.10 
• 0.00 
• 8.4% 
• 14.0% 
• -5.6 

• INGVYSYABK
• 
• 2010-05-25 
•  
• 302.00 
• 340.20 
• 2.50 
• 13.5% 
• 10.8% 
• 2.6 

• HDFCBANK
• 
• 2010-05-25 
•  
• 1,805.00 
• 2,193.95 
• 12.00 
• 22.2% 
• 10.8% 
• 11.4 

• RELCAPITAL
• 
• 2010-05-24 
•  
• 678.90 
• 783.00 
• 0.00 
• 15.3% 
• 9.6% 
• 5.7 

• BANKRAJAS
• 
• 2010-05-20 
•  
• 131.30 
• 212.60 
• 0.00 
• 61.9% 
• 11.4% 
• 50.5 

• FEDERALBNK
• 
• 2010-05-20 
•  
• 314.85 
• 346.50 
• 5.00 
• 11.6% 
• 11.4% 
• 0.3 

• BFUTILITIE
• 
• 2010-05-14 
•  
• 813.05 
• 1,018.65 
• 0.00 
• 25.3% 
• 6.5% 
• 18.7 

• AUTOAXLES
• 
• 2010-05-14 
•  
• 383.00 
• 471.65 
• 0.00 
• 23.1% 
• 6.7% 
• 16.5 

• TALWALKARS
• 
• 2010-05-13 
•  
• 183.75 
• 224.10 
• 0.00 
• 22.0% 
• -68.3% 
• 90.2 

• BAJAJHLDNG
• 
• 2010-05-13 
•  
• 713.00 
• 777.80 
• 30.00 
• 13.3% 
• 5.8% 
• 7.5 

• ANUHPHARM
• 
• 2010-05-13 
•  
• 386.15 
• 568.55 
• 0.00 
• 47.2% 
• 5.8% 
• 41.4 

• WOMENNET
• 
• 2010-05-13 
•  
• 31.00 
• 28.15 
• 0.00 
• -9.2% 
• 5.9% 
• -15.1 

• ANUSLABS
• 
• 2010-05-13 
•  
• 5.98 
• 5.39 
• 0.00 
• -9.9% 
• 5.9% 
• -15.7 

• HANUNG
• 
• 2010-05-13 
•  
• 240.50 
• 306.75 
• 2.00 
• 28.4% 
• 5.9% 
• 22.5 

• UFLEX
• 
• 2010-05-06 
•  
• 117.35 
• 172.10 
• 5.00 
• 50.9% 
• 7.5% 
• 43.4 

• AUROPHARMA
• 
• 2010-05-06 
•  
• 910.75 
• 1,044.75 
• 0.00 
• 14.7% 
• 7.6% 
• 7.1 

• STERLINBIO
• 
• 2010-04-30 
•  
• 115.20 
• 107.80 
• 0.50 
• -6.0% 
• 3.6% 
• -9.6 

• BANKBARODA
• 
• 2010-04-27 
•  
• 678.00 
• 824.50 
• 15.00 
• 23.8% 
• 3.2% 
• 20.6 

• ADANIENT
• 
• 2010-04-27 
•  
• 579.45 
• 649.85 
• 1.00 
• 12.3% 
• 3.2% 
• 9.1 

• AQUA
• 
• 2010-04-19 
•  
• 330.75 
• 595.75 
• 0.00 
• 80.1% 
• 5.3% 
• 74.8 

• TTKHEALTH
• 
• 2010-04-19 
•  
• 347.75 
• 387.35 
• 3.50 
• 12.4% 
• 5.2% 
• 7.2 

• GATI
• 
• 2010-04-13 
•  
• 63.65 
• 73.75 
• 0.00 
• 15.9% 
• 3.0% 
• 12.9 

• NTPC
• 
• 2010-04-13 
•  
• 207.75 
• 196.05 
• 0.00 
• -5.6% 
• 2.9% 
• -8.6 

• HDFC
• 
• 2010-04-09 
•  
• 559.70 
• 630.85 
• 7.20 
• 14.0% 
• 2.2% 
• 11.8 

• SIEMENS
• 
• 2010-04-09 
•  
• 753.40 
• 698.55 
• 0.00 
• -7.3% 
• 2.2% 
• -9.5 

• TATAMOTORS
• 
• 2010-04-05 
•  
• 781.00 
• 1,012.55 
• 15.00 
• 31.6% 
• 2.1% 
• 29.5 

Recs
0 Posted by amittal007 on HEROHONDA | Friday, September 3rd, 2010
The stock will touch 1495 on the way down if 36% stake sale is confirmed in the next few days. Additionally PE firms expecteed to look at 1495 for themselves in the stake urchase and then the stock will lose valuation after Honda's exit.

Replies (0)

Recs
0 Posted by amittal007 on BAJAJ-AUTO | Friday, September 3rd, 2010
Intermediate upside will be broken as the Indian 2 wheeler story is on the way down with the small car a staple. Car nos to rise by 2-3 times in the next 2-3 years. Hero Honda will be beaten down by PE ownership to 20% lower levels

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Recs
0 Posted by amittal007 on KARURVYSYA | Wednesday, September 1st, 2010
Has risen very fast but is still very well placed in pricing esp with a likely 1:1 bonus and new rights offer, FII share up to 26% in august and high cash earnings. High Dividend payout (15/share) and EPS of 60

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Recs
8 Posted by amittal007 on IVC | Wednesday, September 1st, 2010
IL&FS Investment Managers have performed fine in PE exits and the fund size gives it an economic edge with probably the right portfolio. With PE exits due for a significant part of the folio and new players waiting to buy stakes, there are likely to be good returns, even 40% this year. Infra has fallen out of favor Good time to tank up on the leaders

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0 Posted by amittal007 on RMEDIA | Monday, August 9th, 2010
great results, 21% in radio, radio growing 50% p.a.

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6 Posted by amittal007 on SUBROS | Monday, August 9th, 2010
Great business to be in, esp with 40% + market share. Auto sales to stay on target to 10 million for the year. Auto ancilliaries has very few outright winners. Improved costs by 3% in raw materials in June '10 (Posted as ugly duckling turnaround scrip by sharekhan)

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0 Posted by amittal007 on DEN | Monday, August 9th, 2010
the grass is green!

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Recs
6 Posted by amittal007 on RELMEDIA | Friday, July 30th, 2010
The market is abuzz, and the promoters were holding on to their 70% share or 42 crore equity shares for a Rs 140 price. Inox has a significantly higher enterprise value and the valuation of INR 740 Crores or INR7400 million is much better pricing the company's screen and customer goodwill assets.
Despite high Gross margin of 42% at Reliance Media Works, the Enterprise value of the company of 14 times ts Gross Profit compares badly with Inox's likely 23 times its higher gross profit.

After the War with Fame, Reliance Media Works need the arsenal of screens to underline its large footprint to prepare for the retail lifestyle juggernaut and an EBIT margin of 7.5% (fourstocks.com)

The current enterprise value of Inox is a Cool INR 102 per share and the price of Rs 120 per share is already being deined by both parties true to worries of over valuation plaguing the multiplex deals from Fame to earlier deal for Adlabs itself from whence ADAG created the largest share of footprint for BIG partner company REliance Media Works, BIG TV franchise belongs to Reliance Media World

INOX carries a premium in the industry for its significant traction in customer footproint from better location, great franchisee support in food malls and value pricing models and flexibility adopted by the firm at various end points when producer disputes and recession's impact on footfalls plague the industry during the course of each year

With the acquisition Reliance Media Works can go on to realise its enterprise value of the company (value of its assets thus Equity + Debt + any working capital advances add to the value of the firm for the cash it generates. Reliance Media Works has now been trading at 4% higher since the news broke as it tries to cross the rubicon and generate net positive margins ofrom its current March 2010 value of -5.9%

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Recs
1 Posted by amittal007 on INOXLEISUR | Friday, July 30th, 2010
The market is abuzz, and the promoters were holding on to their 70% share or 42 crore equity shares for a Rs 140 price. Inox has a significantly higher enterprise value and the valuation of INR 740 Crores or INR7400 million is much better pricing the company's screen and customer goodwill assets.

Despite a high Gross margin 42% at reliance Media Works, the Enterprise value of the company of 14 times ts Gross Profit compares badly with Inox's likely 23 times its higher gross profit.

After the War with Fame, Reliance Media Works need the arsenal of screens to underline its large footprint to prepare for the retail lifestyle juggernaut and an EBIT margin of 7.5% (fourstocks.com)

The current enterprise value of Inox is a Cool INR 102 per share and the price of Rs 120 per share is already being deined by both parties true to worries of over valuation plaguing the multiplex deals from Fame to earlier deal for Adlabs itself from whence ADAG created the largest share of footprint for BIG partner company REliance Media Works, BIG TV franchise belongs to Reliance Media World

INOX carries a premium in the industry for its significant traction in customer footproint from better location, great franchisee support in food malls and value pricing models and flexibility adopted by the firm at various end points when producer disputes and recession's impact on footfalls plague the industry during the course of each year

With the acquisition Reliance Media Works can go on to realise its enterprise value of the company (value of its assets thus Equity + Debt + any working capital advances add to the value of the firm for the cash it generates. Reliance Media Works has now been trading at 4% higher since the news broke as it tries to cross the rubicon and generate net positive margins ofrom its current March 2010 value of -5.9%

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Recs
4 Posted by amittal007 on PFIZER | Friday, July 16th, 2010
with the new drug(s), the stock can finally achieve better volumes in india. global parent strengths may have better correlation now.

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0 Posted by amittal007 on ANIKINDS | Wednesday, July 14th, 2010
VOLUME SPIKE IN OPEN

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0 Posted by amittal007 on JPINFRATEC | Monday, June 7th, 2010
you can maybe wait till 71 to stock it up, the sector is definitely the investment highlight of this decade

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Recs
7 Posted by amittal007 on OMAXE | Monday, June 7th, 2010
mid sized land banks on the delhi-jaipur-mumbai highway make as much sense as bombay central and devanahalli.
On FDI and investment in India: Nearer to the echelons of power, a psychologically displaced group of Indians and disgruntled/muddled global corporations ring fence the corridors of power but continue to form a shabby third / sometimes second tier of investments in the country. Reliance is the epitome of such gross investments in the country, both brothers straddling status, narco-metric and populist grades thru 1-10 in each investment. AT&T, Carrefour, SocGen and maybe some Mauritius originated FDI, also corroborate the existence of such an investment strategy that creates an aura of a Gaelic mud cloud with their Obelix taking shots at the Roman legions. Most of these investments are characterised by a disdain for public policy, a chequered self-image and a destroyed fortune in recent examples. I do intend to carry this discussion forward but i’d like to explore a little more and bat for these managements as they walk the talk…

As Indian appetite grows closer to the Western lifestyle safely equated with urbanness, the new Indianness is rarely equated with these carrion like abilities and the face of emerging top rated investments and superbrands remains the top paying banks and consultants that recruit from premier schools and the first entrants like ITC, P&G and Airtel that manage brand investments from the top, and make characteristic investments in social equity without bland CSR capabilities. That keeps Anil’s Reliance and now sardar’s religare, KM’s Birla and Bajaj a notch down and forever challenging the top players but unable to match Mittal or the much failed and IMF grade supercilious Boston Consulting as examples.

THIS IS AN ADVANTAGE ZYAADA OP-Ed and NO SEPARATELY GRADED MARKETING COLLATERAL IS USED TO SOLICIT CORP FINANCE AND ADVISORY BUSINESS. HOWEVER OUR BRAND AURA MAY BE MORE SUBSTANTIAL IN CIRCLES OF INFLUENCE AND IS AVAILABLE FREEMIUM TO SHARE ON YOUR INTRANET OR for CLIENT INTERACTION.

THE PROVOCATION IS UNINTENTIONAL AND SPICY LIKE AN INDIAN CURRY..I CERTAINLY HOPE IT COUNTS AS VALID SOLICITATION OF BUSINESS AND BRAND PULL AS GOOGLE’s INFLUENCE IN DRAGGING IT DOWN BECOMES SECONDARY AND VESTIGIAL AS SOCIAL BLUEPRINTS GIVE IT A BUSINESS FOCUS AND SERIOUS READERSHIP.

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Recs
8 Posted by amittal007 on INFOSYSTCH | Tuesday, May 25th, 2010
pure punting on the falling rupee, only safe hedge in the sector which will enjoy benefits. TCS is dependent on Europe. Wipro is out of the export sector by choice i dont know how Girish and Senapathy will float it. MahSatyam is a dead duck without real annuities to talk about and BT share of business down, none of the biggies are in the product or ERP business.

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Recs
1 Posted by amittal007 on SBIN | Monday, May 24th, 2010
SBI in the eye of the tiger

State Bank ofIndia : The red EMU that flew over the seas


Our literatteur in mint residence has outdone himself for a change. Tamal’s work for Bankers’ Trust[a serious column on page 6 of monday's mint] that was mostly a shadow of [yet tbd] in mint has exposed reference data services from bigger financial research providers for what even an academic can provide from an inside track of things at SBI. The behemoth in question suddenly sprung a huge shock this quarter in results, while 20 years of reference data building still had us all wrapped in knots [pun unintended, if you caught mexican chilli here].

With excess cash of $10B and a capital raising of $4B in the year, SBI is unremunerative losing nearly $1.69B in opportunity cost apart from added leverage being lost because of high gross NPAs of $4.2B. The new incumbent in the Chairman’s office is due inMarch, with the two remaining MDs also leaving within the year. Though in PSEs it is well nigh impossible to have a better situation on the ground, upcoming consolidation with associates and high unproductive staff costs that have pushed cost income ratios to an all time high, mean the extreme risk of a down spiral within the bank leading from the latest results being probable [ risk in double digits ]

The augean stables are as they were two decades and a restructuring earlier, the bank like India’s power PSEs forcing government to show its socialist hand and due largesse in regulation to make this species fly again as the other one inEurope gets ready for a big nursing stay at the German hospital.

SCB IPO AT CHEAP VALUATION...

Market Economics : Building the new Financial Era’s footprint


Standard Chartered raises capital in India

The world ahs changed. Not overnight, but after 2008 the flavour is distinct. There is more anger. There is more of a challenge in the wlobal banking diaspora discovering their new benefactors. Like always, many fromthe global banking sector have been displaced in the crisis. They are out of options to raise capital with Citi still struggling to sell over $100bn of its bad bank assets, Goldman Sachs fighting phantoms of discord with super regulators yet to be formed, trying to shout in favor of regulations that bring in new regulators to oversee banks, new regulations that ordain higher amounts of capital for each bank in the US and with Vince Cable, also in Europe.

In the mean time, HSBC is already operating from new Asian headquarters. Standard Chartered is dealing with the new world by showcasing its charms in Asia. While it holds adequate capital against assets of $200bn (December 2009) to the tune of $19B in Core Tier I and an equal amount in Tier II, It is closing the year 2009 in $5B in profits on sales of $15B. Against this backdrop, the bank is rumored to have priced its Indian Depository Receipt issue at only $2.5 and less for a total raising of EUR 500mn or GBP 400MN for new shares of 1.16%. That values the bank closer to only $5B for this issue leaving it well targeted in the island of economic prosperity in India (and China where HSBC is targeting the kill) for a close to o5-10X appreciation after listing in the 2nd week of June.

Emerging Market dominance

It is the latest in a series of firsts that have marked the international economic climate and India that has prolonged the boom years and made the slow pace of financial reforms bearable. As the government’s agents walk towards the torturous goal of managing socialist anti WTO rhetoric and populist sentiment with economic grandeur, Infrastructure finance, retail lifestyle markets and FDI from retail to defence now has a new leg to rely on in these ‘foreign’ banks with more than INR 1Trillion in assets in India. With India as a source of economic capital the banks also have a new hope for the rugged decade ahead with US and Europe lying in tatters seemingly, but surviving nonetheless. Already lending profligacy is speeding up in the retarded US finance sectors itself and as the currencies balance out the new path it will be good to see Stan Chart in India, much like it would be good to see Yuan floating. Did you know dollar trade from Brazil and Russia to the extent of $40bn to China is already denominated in Chinese Yuan?

So which ones are the developing markets now? Do we really need that distinction? The SWFs from China, Singapore, Korea and Abu dhabi are already active investors in global currency. It is time for more to join so India can also launch its capital account convertibility campaign.

And of course, SCB IDRs are a must invest at INR 1000-1200 for the SCB share Each IDR representing 0.10 shares, or GBP1.6 at LSE prices and HKD 19 at Hangseng prices ( or $2.8 / Rs. 130 assuming INR40-44 for the Dollar). SCB is obviously looking at using this new economic weather vane to bolt the stables on the right valuation orbit and India shareholders ( IDR holders) will be willing provided the consistent profit record is maintained.

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Recs
4 Posted by amittal007 on JPINFRATEC | Friday, May 21st, 2010
Bad liquidity situation, infrastructure projects caught in a slow bind with resulting escalations borne by govt bodes ill for the sector.

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Recs
10 Posted by amittal007 on ICICIBANK | Wednesday, May 19th, 2010
The valuation ratio is 4.72:1 (25 for 118) at 100 Rs BoR share, ICICI Bk = 472 after 20% rise in BoR value,
by merger valuation BOR share now worth 850/4.72 = 180


ICICI Bank and the Bank of Rajasthan | Advantage ‘zyaada’

Or, How the economic valuation at market prices has thrown the markets in disarray

It’s very satisfying, though a little strangely, to note the market reaction to Bank of Rajasthan’s final pricing for purchase by ICICI Bank. First let me get some mint writers and other acknowledgements out of the way. You will soon note that Chanda Kochchar would be asked and will reply in much the same manner on television soon when she makes her whistlestop tour of the CNBC, NDTV and the rest of the dog and pony show.

Frankly, despite a very casual approach to accounting rules and a general laxity in willingness to enforce the law was , much to sadden my other banking colleagues, not the bete noire of the Bank of Rajasthan way of doing business. It was just another thing they did for the ethos and wealth saving strategies they lived by and there are a lot of these reasons why these old pvt sector banks have never been admitted to the ‘main street’ in Indian Finance. I would stop short at romanticising them however and just stop at the fact that their 500 branches bring a high amount of business to ICICI Bank’s book of INR 3.6 Trillion. BoR’s assets of INR 17k crores or $4.25 billion are rich in value with a low NPA of 1% and thus most Financial Analysts have given the valuation of 4.22 BOR shares for 1 ICICI share the green signal.

SEBI maintains that Tayals hold 55% in the bank and that would make them owners of nearly 1.87 crore ICICI Bank shares from new dilution by ICICI Bank, amounting to around 1.75% stake in the bank. ICICI Bank found it economic as always ( i can venture, they have it penned down in the guidelines) to invest in this deal on a 100% stock swap basis.

The rest is rather tiring and much will unfurl on its own in the next few days as the Tayals vie for media attention with Greece in the Indian context. Behold however, that the market, and much rightly, tries to bring down the ICICI Bank valuation to the paper terms of around $11 per share that is the value imputed from the ratio and thus 50% lower than the prices on BSE, NSE and the NYSE.

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Recs
0 Posted by amittal007 on GATI | Tuesday, April 13th, 2010
people have been waiting for a boom in surface logistics

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0 Posted by amittal007 on INFOSYSTCH | Friday, March 26th, 2010
till results day this tie, the bad phase..but aa risky call

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Recs
0 Posted by amittal007 on BHARTIARTL | Thursday, March 25th, 2010
Great Purchase. $175m and 42 million subscribers. ARPU at $8, MTN ARPU at $13 good target. Bharti's model is not strictly pricing a minutes factory as half read reports suggest but the company would make significant investments in infrastructure and use marketing and branding to maintain a premium in brand cognition while maximising capacity utilization. Access to 45% of Africa's population which is also seeing a surge in development because of its rich OIL deposits would easily lead them to the target of sharing the lad market share with MTN

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Recs
0 Posted by amittal007 on CAMSONBIO | Tuesday, March 9th, 2010
Again almost 0-debt, and good enough EBITDA 20%..sector has to find its own way with generics contracts and market opps available

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Recs
0 Posted by amittal007 on FIEMIND | Tuesday, March 9th, 2010
6 working units, hosur, mysore, haryana and hp ...good traction expect 300 cr trunover and more with double op cash from 2009

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Recs
1 Posted by amittal007 on RCOM | Tuesday, November 3rd, 2009
leaving any indices? going upstream?

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Recs
7 Posted by amittal007 on RCOM | Wednesday, September 9th, 2009
50000 Towers, 190000 km of Optical fibre and ahead of every other tower company except Airtel ( Bharti+Vodafone) Already has contracts with Etisalat, S-Tel and Aircel (also has captive 12k tower). Tata will not be able to compete with RCOM's 550m mobile subscribers by end 2009. Lowest ARPUs in the industry probably make falling further impossible :)

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Recs
2 Posted by amittal007 on JINDALSWHL | Monday, July 20th, 2009
Holds JSW Infrastructure?

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Recs
3 Posted by amittal007 on ICICIBANK | Wednesday, June 24th, 2009
Oh the ignominy of representing a country like India and never being invited to the deal table. the shame of being a candy store next to the.., if a poet had sung a paean for India, ICICI Bank would been key to it fell, it fell, it fell..it was India's stock. I don't think rural distribution and personal lending need to be tacky and criminally minded but someone recruiting here does think so

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3 Posted by amittal007 on LICHSGFIN | Wednesday, June 10th, 2009
Over leveraged and raised equity diluting book value - tenuous existence

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5 Posted by amittal007 on HAVELLS | Thursday, May 7th, 2009
Wow, what a ramp up in the last two days. Credit conditions have eased up, They are most probably looking to raise more Capital and get into more profitable businesses and profit from restructuring of the business lines

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3 Posted by amittal007 on MADHUCON | Tuesday, January 6th, 2009
folllowing the other recommendations on this stock. sector's funding woes are likely to slow work but not halt it completely.

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0 Posted by amittal007 on HDFCBANK | Tuesday, November 18th, 2008
the valuation at 900 seems to be finally in line with the stature and hidden value in the company

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1 Posted by amittal007 on INFOSYSTCH | Friday, October 24th, 2008
the good go down with the bad, though infy will continue to meet its guidance a rare event in 2008.

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0 Posted by amittal007 on GMRINFRA | Friday, October 24th, 2008
One of the best infrastructure plays in India

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0 Posted by amittal007 on ONMOBILE | Friday, October 24th, 2008
Should bottom out pretty steeply for now but will be a good buy at <150 for 10x gains

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0 Posted by amittal007 on RNRL | Friday, October 24th, 2008
An important infrastructure play, will be following the in the money oil exploits of mukesh.

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1 Posted by amittal007 on TCS | Friday, October 24th, 2008
Bad egg. Mismanaged, mis-structured, ill for the take till the right revival potion comes from Bombay.

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0 Posted by amittal007 on KOTAKBANK | Friday, October 24th, 2008
Should not bottom out before 250

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1 Posted by amittal007 on ICICIBANK | Friday, October 24th, 2008
Should not bottom out before 250. caught in the middle with the indian rupee balance sheet not reflecting the global non-presence. Cannot ramp up in the global financial markets at this stage!

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0 Posted by amittal007 on IDFC | Friday, October 24th, 2008
Doing well oth with its funds and the original charter in infrastructure finance!

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0 Posted by amittal007 on JPASSOCIAT | Friday, October 24th, 2008
should bttom out in the next 2-3 trading sessions

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0 Posted by amittal007 on ONGC | Friday, October 24th, 2008
Resilient, safely traversed the global oil crisis with nary a scratch

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