BHEL- AN INDICATOR

PEOPLE CLOSE TO ME KNOW THAT THIS STOCK HAS BECOME AN INDICATOR WHEN IT FELL FROM 300 ABOVE LEVELS. THE JOURNEY IS RUDE FOR THE INVESTORS BUT IT IS A GOOD INDICATOR FOR THE ANALYSTS TO STUDY THE MARKET STRENGTH AND THE INTRINSIC STRENGTH OF OUR ECONOMY. THE 298 LEVEL IS THE BEST PLACE TO JUDGE THE DIRECTION. NOW THIS STOCK HAS FALLEN MORE THAN 30% STILL ....TO GO.
THE STOCK HAS BOTTOM SUPPORT AT 180 LEVEL AND 168 LEVEL. I LOOK FOR THE UPWARD VIGOR IN THE STOCK. THE NUCLEAR POWER DRIVE WILL COME AS A NEXT WAVE OF INVESTMENT ATTRACTION WILL BOOST THE PROSPECTS OF THE COMPANY. AS OF NOW IT HAS TO TRADE ABOVE 230 LEVEL TO CONSIDER FOR A BUYING.....

'More downside for BHEL'

Due to uncertainties surrounding the power sector, analysts expect project delays and cancellation of equipment orders, leading to earnings pressure for the firm

Jitendra Kumar Gupta / Mumbai Sep 11, 2012, 00:45 IST Bharat Heavy Electricals Ltd (BHEL), key beneficiary of an upturn in the power sector, is now in the news due to headwinds facing the sector, including delay in implementation of existing and new projects, lack of clarity over fuel supply, etc. These events have not only hit demand for power equipment but threaten cancellation of existing orders. This is also why analysts expect a decline in the company’s earnings over the next two years and, consequently, have downgraded the stock, already down 15 per cent to Rs 198 in the past two weeks. In the worst case scenario, Macquarie Capital Securities India puts the stock’s value at Rs 100. Though other analysts might not agree to such low valuations, a few term BHEL a ‘potential value trap’. The probability of such a scenario increases if the concerns highlighted recently become reality, thereby impacting earnings in the coming years. In simpler words, though on the basis of the current financial year’s earnings the stock might look reasonably valued at 8.5 times, if one considers the potential negative impact on earnings over the next two years, the valuations might not look as attractive. CONCERNS OVER PROFITABILITY In Rs crore FY12 FY13E FY14E Sales 47,979.0 47,528.0 47,285.0 Ebitda 9,722.0 8,407.0 7,426.0 Ebitda (%) 20.3 17.7 15.7 Net profit 6,874.0 5,683.0 4,985.0 EPS (Rs) 23.6 23.2 20.4 RoE (%) 30.2 20.9 16.2 PE (x) 8.4 8.5 9.7 RoE is return on equity Source: Macquarie Research “With the prospect of earnings declining another 50 per cent from FY13 estimated levels, the stock’s current price could be at 20 times FY15 worst-case earnings. We would stay clear of BHEL until there’s concrete evidence of a turnaround in thermal generation award activity,” says Inderjeet Singh Bhatia, who tracks the company at Macquarie Capital. The brokerage on September 6 came out with an ‘Underperform’ report on BHEL, with a 12-month price target of Rs 186. Besides earnings, analysts also see a possibility of a 1,500-basis points reduction in RoE (return on equity), to about 15 per cent over the next two years. Visibility concerns Back in 2010 and 2011, BHEL had an order book to sales ratio of over four times (on an average). This is now around 2.9. Even the current order book (partly) of the company at Rs 1,39,000 crore is at risk, believe analysts. This, they believe, is consequent to about 35 per cent of BHEL’s orders being accounted by private sector clients. “We estimate a total of 28 per cent of the existing order backlog (as of June) is at risk of cancellation or deferment due to either non-availability of coal linkage or cancellation of existing coal mines or linkage due to the coal allocation scam,” says Amar Kedia of Nomura Equity, in a note on the company. Apart from cancellation risk, there is a risk of delay in projects. “With 46,000 Mw of power capacity struggling for long-term fuel supply, the pace of project execution would be delayed. This will result in a slower pace of project executions across the existing order book. We do not expect pick-up in ordering activity in FY13, considering the macro issues related to fuel supply,” says Rabindra Nath Nayak, lead research analyst, tracking the power sector at SBICAP Securities.http://www.businessstandard.com/india/news//more-downside-for-bhel//486013/

The PLANNING…only PLANNING…

The PLANNING…only PLANNING…

ROPE- Result Oriented Planned Efforts- Day Planning, Weekly Planning,..Monthly Planning….Yearly planning…. to achieve Life Plans

StockMarkets always look at the future HAPPENINGS...CERTAIN...immediate, most-likely, definitely... so is the Price reaction or Price adjustments...

Unless a unique trading plan for the day or the next few days swing...the trade may become infertile sowing...leads..unfruitful.yields..

PLAN ...HAVE A PLAN and REVIEW PLAN...Show the EXECUTION PLAN with proper IMPLEMENTATION...

EURO---INBUILT PROBLEMS....

Euro zone enters dangerous week buoyed by ECB

Reuters / Paris Sep 09, 2012, 16:01 ISTThe euro zone enters a dangerous week, strewn with potential landmines, in a somewhat more optimistic mood after investors welcomed a European Central Bank plan to prevent a breakup of the single currency. German judges, Dutch voters, IMF inspectors and Brussels regulators could all spring surprises that make it harder to resolve a sovereign debt crisis which is almost three years old and weighing on the world economy. Wednesday is the main day to watch. Germany's constitutional court rules then on the legality of the euro zone's permanent financial rescue fund, the European Commission unveils detailed plans for a euro zone banking union, and the Netherlands holds a cliff hanger general election. Then European finance ministers meet in Cyprus from Friday to try to thrash out differences over banking supervision and possible extra aid for Spain, the zone's fourth biggest economy, and Greece, the problem country that first triggered the crisis. Decisions on Spain and Greece are not likely until October, but the talks may point to whether Madrid will apply for European assistance, at the risk of unpalatable conditions and supervision, and whether EU and IMF inspectors are leaning towards allowing a vital aid instalment to keep Athens afloat. Europe has been holding its breath for two months for the German court ruling, a potential show-stopper. All 20 legal experts polled by Reuters expect the judges to let the European Stability Mechanism and a European fiscal discipline pact go ahead, but most expect them to add tough conditions for future bailouts. That could potentially tie Chancellor Angela Merkel's hands or, at the least, make her backing for bailouts politically even more difficult given a public backlash against last week's ECB decision to buy the bonds of vulnerable states. If the court were to rule against the ESM, it would have a devastating effect on bond and currency markets, pushing the 17-nation currency zone deeper into turmoil by casting doubt on future rescues of heavily-indebted southern member states. But if as expected it gives a green light, it may set out caveats that scare investors and complicate crisis-management. STRINGS Among strings the judges may attach are giving parliament a power of veto over each future aid disbursement or declaring a limit to German liability for other euro zone countries' debts. "I think the Constitutional Court will let both treaties pass," said Kai von Lewinski at Berlin's Humboldt University, adding that it might insist on attaching a "clarifying sentence that German liability has to be limited". A quarter of the public and constitutional law professors surveyed expect the court to say that European integration has reached the limits permitted by Germany's Basic Law and any deeper union would require an unprecedented referendum on a new constitution. For months, it looked as if the Dutch election could end in paralysis or throw up a government in thrall to hard-left or far-right eurosceptics, making any parliamentary backing for future euro zone bailouts well nigh impossible. But latest opinion polls show the centre-right Liberals of caretaker Prime Minister Mark Rutte and the centre-left Labour party pulling ahead neck-and-neck, with support for leftist and anti-immigration populist parties fading, suggesting a pro-European coalition may emerge. Even so, it may takes months of negotiation before this increasingly sceptical founder member of the European Union has a fully empowered government, casting doubt on its ability to agree to any early steps towards closer euro zone integration. "Irrespective of the outcome of the Dutch election, anti-austerity sentiment and bailout-phobia in Holland is likely to become more pronounced," said Nicholas Spiro, managing director of fixed income consultancy Spiro Sovereign Strategy. BANKING BATTLE A fierce battle has already begun over proposals for a single banking supervisor based at the ECB and a future bank resolution system which European Commission President Jose Manuel Barroso will outline to the European Parliament. Germany, keen to preserve its politically sensitive regional Landesbanken and savings banks from outside control, insists the ECB should supervise only the top 25 systemic cross-border banks and leave the rest to national regulators. German Finance Minister Wolfgang Schaeuble has said the ECB cannot realistically oversee all 6,000 banks in the euro area - something of a red herring since the real issue is the 200 banks that hold about 95 percent of banking assets, according to the Bruegel think-tank. However, crises have spread from institutions such as Britain's Northern Rock and Spain's Bankia which had appeared to pose little threat to the wider banking system. The Commission and the ECB therefore want the new supervisor to have ultimate authority over all lenders, even if it delegates to national watchdogs. Bankers tend to agree. "If we put all banks under the same supervision mechanism, that would ensure a level playing field," the chief executive of Italy's UniCredit , Federico Ghizzoni, told Reuters in an interview. "And it's not only large banks that pose systemic risks. German lawmakers fiercely oppose longer-term plans for a common banking resolution fund and deposit guarantee scheme, which Barroso may raise in a state of the union address that will lay out steps to deeper economic and monetary union. The ECB's promise to buy short-term bonds of vulnerable countries that accept a partial bailout programme has given governments a breathing space to repair the design flaws of the euro, but EU leaders remain far apart on what to do. The EU's top economic official, Olli Rehn, sought to make such assistance more politically palatable to Spain and Italy, saying the conditions attached would be based on existing policy recommendations but "would have to include very specific objectives and a timeline on how to meet the objectives". Spanish Prime Minister Mariano Rajoy has said Madrid, which has already agreed to European aid for its troubled banks, should not have to meet extra conditions for sovereign assistance, such as cutting pensions. Barroso will lay out the building blocks for closer fiscal integration and changes that may be needed to ensure "democratic accountability" in a more centralised euro zone. But several countries, including the Netherlands, have deep misgivings about yielding more sovereignty and there is little public support for such moves. "Nobody, least of all investors, should be under any illusion about the reason why the ECB is acting more forcefully to shore up Spanish and Italian debt markets," Spiro said. "These steps are being taken in the face of repeated failures on the part of Europe's leaders to solve the political, economic and institutional problems that continue to bedevil the single currency area. The big issues of a fiscal and banking union, to say nothing about growth and competitiveness, remain in the hands of politicians, not central bankers."

S&P Rallies to Highest- EUROPE IS IN ??????????????

I TOLD MANY A TIMES TO MY FRIENDS THAT THE MARKETS ARE DOING WELL AND "DAX" IS OUR BAROMETER. THOUGH THE NEWS HEAD LINES CARRY NEGATIVE NEWS, THE MARKETS ARE PERFORMING........

S&P 500 Rallies to Highest Since 2008 on Stimulus Bets

By Rita Nazareth - Sep 8, 2012 9:30 AM GMT+0530U.S. stocks rose for the week, sending the Standard & Poor’s 500 Index to the highest since 2008, amid bets the Federal Reserve will stimulate the economy and as the European Central Bank announced a bond-buying plan.

Bank of America Corp. and JPMorgan Chase & Co. climbed at least 5.8 percent for the week, following a surge in European lenders. Newmont Mining Corp., the largest U.S. gold producer, jumped 2 percent as the metal rose to a six-month high. Amazon.com Inc. added 4.4 percent after introducing a new line of Kindle e-readers and tablets. Facebook (FB) Inc. rallied 5.1 percent after Chief Executive Officer Mark Zuckerberg said he won’t start selling his holdings for at least a year.The S&P 500 added 2.2 percent to 1,437.92, snapping a two- week decline, in its biggest rally since June. It rose within 10 percent of its all-time high in October 2007. (SPX) The Dow Jones Industrial Average gained 215.80, or 1.6 percent, to 13,306.64, its highest level since December 2007

http://www.bloomberg.com/news/2012-09-07/s-p-500-rallies-to-highest-since-2008-on-stimulus-bets.html

Educomp ON HOLD

Educomp puts off expansion plans AESHA DATTA RICHA MISHRA

NEW DELHI, SEPT. 4: 

Going by the plans of the country’s largest digital education company, Educomp, it looks like the economic slowdown has caught up with the ‘recession-proof’ education sector.

Educomp Chairman and Managing Director Shantanu Prakash said the company, which has seven or eight major subsidiaries running a host of businesses, right from pre-schools to smart classes, plans to remain cautious with its expansion plans over the next few quarters.

“Right now, given that the cost of debt is very high, it makes no sense to launch new projects. We are continuing with our existing business plans. We find this year may be the year of consolidation for the company,” he said. Educomp, which recently raised $155 million from global investors and the International Finance Corporation, has no plans of raising more money in the near future.

“There is so much demand for education and the demand is not going anywhere. So we can be patient as well,” Prakash added.

The company, which suffered its share of controversies, including an investigation by the Ministry of Corporate Affairs in 2009 and raids by taxmen, has come under the scanner once again on the company’s corporate governance practices following a report by investment bank Espirito Santo that flagged off concerns regarding the independence of EduSmart’s auditor and the resignation of four company secretaries.

Prakash explained, “In India, when you operate a business, the regulatory agencies definitely have a right to know what is going on. And they will know. By itself, that doesn’t meant something is wrong.”

He added that the governance issues raised by Espirito Santo stand resolved.

With regard to investments by foreign institutional investors, Prakash said they currently stand at around 30 per cent. “FIIs have invested more than Indian domestic firms. However, in the last one to one-and-a-half years FII holdings have come down steeply and domestic holdings have gone up sharply. Still, FII investments are higher.”

aesha.datta@thehindu.co.in

http://www.thehindubusinessline.com/companies/article3859334.ece?homepage=true&ref=wl_home

SAHARA- SUPREME COURT VERDICT

3 SEP, 2012, 07.15AM IST, ET BUREAU 

Sahara investors: Supreme Court not convinced by name and addresses given by company

MUMBAI: Who is Kalawati? Does she exist? What's her real address? These are questions that India's highest court has pondered over to stoke an old suspicion that millions have harboured about Sahara.
''Kalawati' is a name that figures in the long list of investors who subscribed to convertible debenturesissued by the Sahara companies that are under scanner.
She is a 'resident' of Uchahara, SK Nagar, UP, and the agent who brought in the investment of Rs 1,600 is Haridwar of Bani Road, Sant Kabir Nagar. The innocuous information appears on the first page of the voluminous compilation of Sahara's investor details that was presented to the Supreme Court.
But the court was not convinced to go beyond page 1.
Instead, the court, while directing two Sahara companies to refund thousands of crores, has made some obvious observations: it's unclear whether Kalawati is a member of the Sahara group or its associates, or related to Sahara employees; her parentage and husband's name is not disclosed; and the address is of general description with no street name or door number. Also, as a name, 'Hardiwar' is incomprehensible: in India, cites do not constitute the basis of individual names, said the court.
It's a suspicion that Sahara has to counter if it has to survive. This could well be the reason that drove the group to come out with full page advertisements over the weekend. Mentioned in capital letters, the ad claims that "there is not a single benami money and this statement is Sahara's challenge to all authorities of our country". Two Sahara companies have been asked to pay back Rs 17,400 crore along with 15% interest, failing which the capital market regulator Sebi can initiate legal proceedings to seize Sahara's assets and freeze bank accounts to recover funds.
"One would not like to make any unrealistic remark, but there is no other option but to record, that the impression emerging from the analysis of the single entity extracted above is that the same seems totally unrealistic and may well be fictitious, concocted and made up," said the court. It felt that many transactions are not expected to be casual, certainly not in the manner expressed by the two companies.
Interestingly, Sahara India Real Estate Corp, which raised bulk of the funds, had cash and bank balances of Rs 6.7 lakh and net current assets of Rs 6.54 lakh as on 31 December 2007. Together with Sahara Housing Investment Corp - the company that has been asked to refund investors - have raised as much as Rs 40,000 crore so far through issuance of optionally fully convertible debentures. Till August 2011, the two entities had collected 24,029 crore (net of premature redemptions) from 2.9 crore investors. Now, Sebi has the humongous task of ascertaining the genuineness of the investors as well as the amount deposited by them.

http://economictimes.indiatimes.com/news/news-by-company/corporate-trends/sahara-investors-supreme-court-not-convinced-by-name-and-addresses-given-by-company/articleshow/16227344.cms

F& O - expiry fire works- ICICI BANK

https://www.youtube.com/watch?feature=player_detailpage&v=lAo77BIqHp0

THE GOOD AND BAD OF MARKET

The surprising fall happened in Midcaps is really alarming and dangerous. The Infra fall is also a worry some issue. The fall in REC and PFC is wild despite of their good results. This could be due to COAL mining ISSUE. The YES bank fall and DLF is a concern. i expected the fall but the Midcap fall is not. Today the external/global concerns will bring the level close to 5200 level as mentioned. The stimulus is on the cards but waiting...waiting... inviting shorts....

A poor statement on INDIA

 

Poor In India Starve As Politicians Steal $14.5 Billion Of FoodBy Mehul Srivastava and Andrew MacAskill - Aug 29, 2012 2:11 PM GMT+0530 Ram Kishen, 52, half-blind and half- starved, holds in his gnarled hands the reason for his hunger: a tattered card entitling him to subsidized rations that now serves as a symbol of India’s biggest food heist. Kishen has had nothing from the village shop for 15 months. Yet 20 minutes’ drive from Satnapur, past bone-dry fields and tiny hamlets where children with distended bellies play, a government storage facility five football fields long bulges with wheat and rice. By law, those 57,000 tons of food are meant for Kishen and the 105 other households in Satnapur with ration books. They’re meant for some of the 350 million families living below India’s poverty line of 50 cents a day.Instead, as much as $14.5 billion in food was looted by corrupt politicians and their criminal syndicates over the past decade in Kishen’s home state of Uttar Pradesh alone, according to data compiled by Bloomberg. The theft blunted the country’s only weapon against widespread starvation -- a five-decade-oldpublic distribution system that has failed to deliver record harvests to the plates of India’s hungriest. “This is the most mean-spirited, ruthlessly executed corruption because it hits the poorest and most vulnerable in society,” said Naresh Saxena, who, as a commissioner to the nation’sSupreme Court, monitors hunger-based programs across the country. “What I find even more shocking is the lack of willingness in trying to stop it.”..................http://www.bloomberg.com/news/2012-08-28/poor-in-india-starve-as-politicians-steal-14-5-billion-of-food.html

Bharti Airtel --BUY--WHEN ???

Is this the right time to buy Bharti Airtel?

Updated On: August 28, 2012 08:21 (IST)

New Delhi:

Shares in mobile carrier Bharti Airtel traded at the top of the Nifty index Monday. The poster boy of India's telecom sector gained over 1.5 per cent today after falling nearly 15 per cent since reporting a 10th straight quarter of declining profits on August 8.

Suresh A Mahadevan, head of India equities at global brokerage firm UBS Securities told NDTV Profit that Bharti share prices may double over the next three years.

Here are some of the reasons for the likely upside:

1) 2G bidding may not be successful: The government is planning to hold the 2G auction in November after the Supreme Court revoked all permits awarded to eight of Bharti's rivals in a scandal-tainted 2008 sale. The auction had been due by end-August, but the telecom ministry is seeking a delay until November as it finalises the bidding rules and the process.

UBS says the auctions in November- December will be crucial. For the top eight service areas, there is no business case for anybody to bid. So if the government doesn't get any bid, that's a message that this industry is going to consolidate.

2) Post November consolidation: Companies that won fresh spectrum in 2008-09 are far from an ebidta break even and at the new auction prices it will be even more difficult for them to get ebidta even, UBS said. So there is no logic for them to bid and consolidation is inevitable.[RELATED-STORIES]

3) Bharti, Vodafone and Idea to benefit: The consumer has chosen these three brands out of 10 or 12 choices they have. So whoever has the consumers will benefit, UBS added. At some point prices will go up and Bharti and Idea share prices can double in the next three years, the brokerage said.

4) HSBC says threats from LTE (read 4G) are overdone for Bharti. Continue to prefer Bharti in the Indian telcos space. Focused approach should drive equilibrium. The global banking major has retained its "overweight" call on the stock.

5) Bharti's sales have risen 1.1 per cent in the June quarter reversing a nine quarter decline.
http://profit.ndtv.com/news/market/article-is-this-the-right-time-to-buy-bharti-airtel-309944/?q=/news/l/id/309944&pfrom=home-topstory

VENTURE FUNDED JOBS....EMERGING..!!!

'Venture capital can birth 4 cr jobs'

AGENCIES

Posted: Monday, Aug 27, 2012 at 1810 hrs IST

New Delhi: Venture capital investments have the capacity to generate Rs 10 lakh crore revenue and create four crore jobs in the next decade, a Planning Commission expert group has said.

Boosting VCI can result in creating 2,500 new successful high growth ventures and can repeat success of IT/BPO sector in three or four other industries in the next 10 years, said the committee on angel investment and early stage venture capital set up by the Planning Commission in a report submitted to the Finance Minister.

http://www.financialexpress.com/news/venture-capital-can-birth-4-cr-jobs/993841/

ONLY SUGAR NEWS- BALCHINNI..

Stockwatch: Less rains spell a price bounty

Published: Saturday, Aug 25, 2012, 8:00 IST Expect a sugar shocker in days to come. Well, the prices may not be as sweetening as the commodity itself. Food minister KV Thomas revealed as much when he said the output for the next marketing year (October to September 2012-13) is likely to be 23 million tonnes (mt) as against 26 mt in the previous year.

While analysts had been expecting a lower production all this while, the number is way less, considering the Indian Sugar Mill’s Association had pegged it at 25 mt a few weeks ago. The estimated shortfall is attributed to below-par monsoon rains in the sugar-growing belt of Karnataka and Maharashtra. There is also a seasonality element at work. The other worrying aspect is this time around, local sugar prices have moved faster than the global level.

Initial reports indicate that Brazil, the largest exporter of sugar, is expected to produce less. Sugar surplus, which was earlier projected at around 8-10 mt, is now likely to come in at around 5-6 mt. For India, with a consumption of around 22 mt, this year’s production as well as higher exports will mean lower inventory. Both domestic and global developments point to a supply crunch, which can push prices up.

One company in the sugar space that’s worth a look is Balrampur Chini. For every rupee rise in the price, the company’s earning per share increases by around Rs2.5. Apart from being the largest sugar company in the country with a production capacity of 7 lakh tonnes, a big positive for this company is it’s located in Uttar Pradesh, which has not been affected as much as Maharashtra and Karnataka. In other words, Balrampur Chini stands to gain handsomely from the rise in prices on account of lower supply.

Over the past two months, share price of Balrampur Chini has moved up from Rs48 to a high of Rs69, but has since corrected to Rs64. The expected weakness in the market can bring the prices down to Rs62 which can be a good entry point. With sugar prices unlikely to come down anytime soon, Balrampur Chini can post decent growth, going forward.

http://www.dnaindia.com/money/report_stockwatch-less-rains-spell-a-price-bounty_1732413

NIFTY CRUCIAL LEVELS!!!!

The August month saw a decent rally in equities. From a low of 4770 on 4^th June-12 till date the Nifty could scale up day after day. May readers might have remembered the recommendation made earlier to stick with BULLs rather than with BEARS till the market reaches 5365 leve. I also mentioned, Nifty may touch 4225 level. Now Nifty is in over bought situation. Last week Infosys, TCS, HCL Tech and HLL along with pharma majors, could take it to float above 5400, crossing high a 5425 level for 3 days in a row.

This week being the F&O closing week, the banking sector may see a fall, especially due to the Euro problems.

The stocks to watch for this week: Bull unwinding may consider in stocks like HLL, Ranbaxy, Cipla and in Banking majors. The Bank Nifty is weak below 10340 levels and will gain momentum above 10475. The Nifty is strong above 5390 level, but the closing shall be above 5420 level for further gains. The Nifty close below 5340 level will help the bears to gain temporarily. Last month Nifty closed at 5040 level and now a gain over 350 points available to BULLS. The stocks performed beyond any body expectation in stocks like Ranbaxy, Mc Dowell and JSW steel. The similar performance took place in M&M and HLL. So they tend to correct for want of support at the higher level.................................. 

DEBT KILLS AIRTEL-BHARATI.. The operational issues are not a problem where as the South Africa acquisition has become a burden to carry on its shoulders. The dollar debt is threatening and not able to meet the mounting interest pressure also failed in balancing the rupee depreciation not able to edge to its best. Bharati rate of growth, ARPU are contacting and but overall sales performance is acceptable in this kind of a difficult situation and global environment. We can see the cruel state of struggle existing in the telecom players for the market share and the new entrants are working hard to grab the users through number portability. The 2G scam is still haunting both the industry and government and the regulators. The 3G-4G/LTE service expansion was cripped for want of funding and the winners are also not sure of what will happen and when!!!! 

Despite the entire crippled environment existing now in the Telecom sector, Bharati is going to do very well in future once the clouds are faded. The very big opportunity stored in for Bhatai is Mobile banking and the entertainment. The huge infra business existing ( for now it failed to attract big investments- trying to list the arm), future sustained revenue is assured. So Bharati will merge the arm after 3-5 years. The stock will again see a huge demand. The stock will certainly get investor support at Rs 220-25, from there a double in 5 years is a safe and best returns a large cap can offer.

Sugar has upside!!!

Sugar has upside till Rs 4,000/quintal

C.P. KRISHNAN August 25, 2012:  Following a series of healthy fundamental factors, sugar prices in futures and spot market have witnessed an escalation since the first week of June. Prices tested a two-and-a-half-year high last month.Futures prices on the National Commodities and Derivatives Exchanges (NCDEX) climbed from Rs 2,800 a quintal level in June to Rs 3,600 levels by mid-August, a surge of over 25 per cent. Domestic retail prices, too, mounted to Rs 40 a kg from Rs 30 during this period. However, prices somewhat cooled down after a few measures taken by the Government......................

........................

(The author is Whole Time Director of Geojit Comtrade Ltd. The views are personal)

http://www.thehindubusinessline.com/features/investment-world/article3821342.ece?homepage=true&ref=wl_home

SHARED THOUGHTS --GLOBALLY (2010-12)

	FROM JUNE JULY PERIOD ALMOST ALL SUGARS ROSE 50% MINIMUM BUT STILL HAS ROOM FOR 100% RISE. BUY ON DECLINES- ENJOY PROFITS onBUY SUGARS Remove content | Delete | SpamBammidi Nageswararao	on 15/08/12
	Yes Guruji, My Aunt enjoying the benefits. What would be the target price to sell guruji ? Regards Mohan on BUY SUGARS	Mohan Muppaneni		on 08/08/12
	Good News. India is better place for holiday travel. Aalia is the heart in Uttrakhand Haridwar for holiday resort in India. The facilities in this resort is all world class. The importance of this secret holy place, makes it more attractive for all new comers. on Billionaire investor Rakesh Jhunjhunwala & Sterling Holiday Resorts	Uttarakhand hotels		on 06/08/12
	AS POLICY IT IS NOT NECESSARY BUT ON THE PRINCIPLES OF BUSINESS DEVELOPMENT AND BIG CLAIMS OF MARKET EXPERTISE, IT IS OBVIOUS THAT THE CLIENTS NEED THE BROKERAGE FIRM SUPPORT IN MAKING MONEY. on	Bammidi Nageswararao		on 25/07/12
	Does a brokerage firm owes its investor clients an ongoing duty to monitor the investments held in the customer’s accounts to ensure that the investments remain suitable and appropriate for the customer’s needs and circumstances? on	mariazone		on 23/07/12
	True Guruji, News for consolidating all the markets for the rise of last 4 to 5 months. on THINK THE FALLOUT- EURO EXIT---GREECE	Mohan Muppaneni		on 24/05/12
	It is not justification Master, it re-confirms the readings...especially in stock market... on Prithvi 100 cr...Authorised Capital....	B.N.RAO -THE   STOCKS DOCTOR		on 14/05/12
	Guruji, You don't have to give justification to anyone. I know you told me about Prithvi and also you have been right about many other scrips all throughout. onPrithvi 100 cr...Authorised Capital....	Mohan Muppaneni		on 14/05/12
	I remember guruji and also about SBI and need to wait for the levels about INFY. Also Nikkie is holding onto the levels you mentioned in the earlier posts. Regards Mohan on TATA MOTORS...REMEMBER..	Mohan Muppaneni		on 20/04/12
	Good to have such an interesting Stock Broking blogs by u. on MOBILE MONEY -TELECO GAINS....	Stock market in India		on 29/02/12
	it is 321-323 for HLL on FORGET 5000 !!!!!!	B.N.RAO -THE   STOCKS DOCTOR		on 07/01/12
	Can you please make your blog more readable? Seems like you have got good content in there. Thanks Srinath http://smartinvestments-srinath.blogspot.com onTHE PERFORMANCE BAROMETER	Srinath R		on 29/12/11
	Best book on stock market trading strategies, teaches you how to trade stocks, trade futures and commodity trading tips. A quite promising approach in technical analysis, fundamental analysis and trading of stocks. Dalal Street Investment Journal's Stock Market Book for Beginners is a perfect stock market tutorial available in English and Hindi. Dalal Street Investment Journal Helping You Book Profit - Since 1986 http://DSIJ.in/ on MARKET OPERATION......	Dalal Street Investment Journal		on 15/12/11
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	Hearty Congratulations GURUJI !! on FIRST TO COIN- ENA	Mohan Muppaneni		on 05/12/11
	Dear Guruji Followers, I am the proof for all the events which unfolded and guruji is truly amazing at his knowledge with respect to stock markets. Cheers Student onDiwali Dhamaka- stocks .....	Mohan Muppaneni		on 26/10/11
	Wish you a wonderful Deepavali !! Your student Mohan R Muppaneni on HAPPY DEWALI...	Mohan Muppaneni		on 26/10/11
	Guruji HLL Base is it at 321-323 or 221-223. Please let me know. Thanks Mohan on FORGET 5000 !!!!!!	Mohan Muppaneni		on 23/09/11
	Guruji, Till what level there would be short covering. After that till what level will Nifty fall. Please let me know. Thanks Mohan Muppaneni on PREPARE FOR THE WORST?????	Mohan Muppaneni		on 20/08/11
	Hellow! I love your site, it is a pleasure to visit. I have added your site to my site. Please link my site to your site. Thank you! Make money fast! http://makemoneyfast-megarotk.blogspot.com/ 私は日本人です。よろしくお願いします。 on THE WEAK BOTTOMS MADE.......!!!!!!!!	megarotk		on 09/05/11
	Top Tips about Analysis of Mutual Funds Before investing in mutual funds total attain information is necessary. While analyses endeavors are aimed at maximizing returns and minimizing risks, it is the latter that get needed as the one most fundamental criterion to compare mutual funds. This article is for make you aware about. porusmistry on The FIIs pour dollars………..	porusmistry		on 21/03/11