tag:blogger.com,1999:blog-13163277490076375892024-03-21T08:09:05.586+05:30Beyond BasicsBe financial independent, manage risks,
apply simple concepts.<br>
Please leave your comments for appreciation ,criticism or for your feedback and tips for improvement.Mahitoshhttp://www.blogger.com/profile/16285293609888416868noreply@blogger.comBlogger209125tag:blogger.com,1999:blog-1316327749007637589.post-81335491366309493592013-02-09T19:01:00.005+05:302013-02-09T19:01:59.843+05:30Kalamandir Sai Silk IPO<div dir="ltr" style="text-align: left;" trbidi="on">
<span style="font-family: Arial, Helvetica, sans-serif;">Kalamandir is coming up with IPO. This is first from any saree retailer.</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"><br /></span>
<span style="font-family: Arial, Helvetica, sans-serif;"><strong>Issue Open</strong>: Feb 11, 2013 - Feb 13, 2013<br /><strong>Issue Type</strong>: 100% Book Built Issue IPO<br /><strong>Issue Size</strong>: Equity Shares of Rs. 10<br /><strong>Issue Size</strong>: Rs. 89.00 Crore<br /><strong>Face Value</strong>: Rs. 10 Per Equity Share<br /><strong>Issue Price</strong>: Rs. 70 - Rs. 75 Per Equity Share<br /><strong>Market Lot</strong>: 200 Shares<br /><strong>Minimum Order Quantity</strong>: 200 Shares<br /><strong>Listing At</strong>: BSE, NSE</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"><br /></span>
<span style="background-color: white; color: #474747; line-height: 20px;"><span style="font-family: Arial, Helvetica, sans-serif;">This is the first IPO with the 'safety net' scheme introduced by SEBI, the investor is safe. </span></span><br />
<span style="background-color: white; color: #474747; line-height: 20px;"><span style="font-family: Arial, Helvetica, sans-serif;"> Kalamandir's has goodwill and impresive credential.</span></span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"><br /></span>
<span style="font-family: Arial, Helvetica, sans-serif;">Very good analysis by Dilip Davda</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"><br /></span>
<a href="http://www.chittorgarh.com/ipo/ipo_review.asp?a=110"><span style="font-family: Arial, Helvetica, sans-serif;">http://www.chittorgarh.com/ipo/ipo_review.asp?a=110</span></a><br />
<br /></div>
Mahitoshhttp://www.blogger.com/profile/16285293609888416868noreply@blogger.com17tag:blogger.com,1999:blog-1316327749007637589.post-68698826594306898332013-02-03T17:16:00.000+05:302013-02-03T17:16:43.803+05:30Futures OR Options<div dir="ltr" style="text-align: left;" trbidi="on">
<span style="font-family: verdana; font-size: x-small;">Futures:<br />ReCap from previous posts.<br />In the First Episode :<br /><span style="font-size: x-small;">A <span style="font-size: small;"><span style="font-weight: bold;">Futures</span></span> contract is an agreement between two parties to buy or sell an asset at a certain time in the future at a certain price.</span></span><span style="font-family: verdana; font-size: x-small;"><span style="font-size: x-small;">An <span style="font-size: small; font-weight: bold;">Option</span> is a contract, which gives the buyer the right, but not the obligation to buy or sell shares of the underlying security at a specific price on or before a specific date.</span><span style="font-size: x-small;"></span><span style="font-size: x-small;"><br />The primary <span style="font-size: small; font-weight: bold;">Difference</span> between options and futures is that options give the holder the <em>right </em>to buy or sell the underlying asset at expiration, while the holder of a futures contract is <em>obligated </em>to fulfill the terms of his/her contract.</span></span><span style="font-family: verdana; font-size: x-small;"><br />Underlying: A stock (Say RPL) or Index (Say Nifty) <br />Certain Date: Settlement Date of the Month for which Position is taken. Generally we trade in Current Month and Settlement Date is last Thursday of the Month.<br />Interpretation ...<br />Say Today I buy RPL future For Rs 230 when current market Price for RPL in cash market is 225.<br />This means on Settlement date:(31 jan for this month) if RPL is @ Rs 230(future price) its no Profit no Loss for me, and if its 250(settlement price) I gain Rs 20 but I loose Rs 20 if its 210.<br /><br />So same way, seller of the future contract gains the amount I loose or looses the Amount I gain.<br /><br />Benefit: Unlimited Profits Posssible, Leverage I get....<br />Drawback: Unlimted Loss Possible<br /><br />Now Lets Talk about Options:<br /><span style="font-size: x-small;">An <span style="font-size: small; font-weight: bold;">Option</span> is a contract, which gives the buyer the right, but not the obligation to buy or sell shares of the underlying security at a specific price on or before a specific date.<br /><br />Options can be call option or put option where you get the right to buy or sell specified quantity of the underlying security.<br /><br />Buyer has to pay a premium to get the rights to buy or sell. Seller of options is also called writer who is obliged to perform according to option terms.<br /><br />There are many factors which affects the price of an option.<br />1. Underlying value of the security.<br />2. Time remaining till the expiry. Options generally decay near the expiry because price of the underlying becomes more predictable and less probabilistic and volatile.<br />3. All the other information which affects the underlying security like interest rates, divident payouts, liquidity, historical prices, support zones etc.<br /><br />Underlying : Lets say Nifty Index<br />You bought a Nifty call option for the strike price of 2800. On expiration the Nifty is at 2850. You will recieve 50*50 which is the lot size for Nifty = Rs 2500. If you have already paid a premium of Rs 20 then you profit remains 30*50 which is Rs 1500. Also you have to factor in the brokerage both for buy and sell. There is mini nifty available with lot size of 20. If the Nifty at expiry is below 2800 you dont get any thing and you loose premium + brokerage.<br /><br />Other articles on derivatives.<br /><a href="http://beyond-basics.blogspot.com/2008/01/beyond-equity-trading-derivative-basics.html">Derivatives Basics</a><br /><br /><a href="http://beyond-basics.blogspot.com/2008/01/y-derivatives.html">Y Derivatives?</a><br /><br /></span></span></div>
Unknownnoreply@blogger.com2tag:blogger.com,1999:blog-1316327749007637589.post-90533479631664188862013-02-03T17:15:00.002+05:302013-02-03T17:15:27.114+05:30V-mart Retail IPO Analysis<div dir="ltr" style="text-align: left;" trbidi="on">
<span style="background-color: #f7f0e9; color: #204063; font-family: helvetica, arial, verdana, 'trebuchet ms', sans-serif; font-size: 13px; line-height: 18px;">V-mart retail IPO is open for subscription. Link to the company website. </span><a href="http://www.vmart.co.in/" style="background-color: #f7f0e9; color: #4386ce; font-family: helvetica, arial, verdana, 'trebuchet ms', sans-serif; font-size: 13px; font-weight: bold; line-height: 18px;"><span style="background-color: white; color: #009933; font-family: arial, sans-serif; font-size: xx-small; line-height: 15px;">www.</span><b style="background-color: white; color: #009933; font-family: arial, sans-serif; font-size: small; line-height: 15px;">vmart</b><span style="background-color: white; color: #009933; font-family: arial, sans-serif; font-size: xx-small; line-height: 15px;">.co.in/</span></a><br style="background-color: #f7f0e9; color: #204063; font-family: helvetica, arial, verdana, 'trebuchet ms', sans-serif; font-size: 13px; line-height: 18px;" /><br style="background-color: #f7f0e9; color: #204063; font-family: helvetica, arial, verdana, 'trebuchet ms', sans-serif; font-size: 13px; line-height: 18px;" /><span style="background-color: #f7f0e9; color: #204063; font-family: helvetica, arial, verdana, 'trebuchet ms', sans-serif; font-size: 13px; line-height: 18px;">This article on money control gives a good analysis for V-mart IPO.</span><br style="background-color: #f7f0e9; color: #204063; font-family: helvetica, arial, verdana, 'trebuchet ms', sans-serif; font-size: 13px; line-height: 18px;" /><br style="background-color: #f7f0e9; color: #204063; font-family: helvetica, arial, verdana, 'trebuchet ms', sans-serif; font-size: 13px; line-height: 18px;" /><a href="http://www.moneycontrol.com/news/ipo-issues-open/will-v-mart-retail-be-differentv2-(vishal)-retail_816663.html#toptag" style="background-color: #f7f0e9; color: #4386ce; font-family: helvetica, arial, verdana, 'trebuchet ms', sans-serif; font-size: 13px; font-weight: bold; line-height: 18px;">http://www.moneycontrol.com/news/ipo-issues-open/will-v-mart-retail-be-differentv2-(vishal)-retail_816663.html#toptag</a><br style="background-color: #f7f0e9; color: #204063; font-family: helvetica, arial, verdana, 'trebuchet ms', sans-serif; font-size: 13px; line-height: 18px;" /><br style="background-color: #f7f0e9; color: #204063; font-family: helvetica, arial, verdana, 'trebuchet ms', sans-serif; font-size: 13px; line-height: 18px;" /><span style="background-color: #f7f0e9; color: #204063; font-family: helvetica, arial, verdana, 'trebuchet ms', sans-serif; font-size: 13px; line-height: 18px;">Hindu business line has a little different take.</span><br style="background-color: #f7f0e9; color: #204063; font-family: helvetica, arial, verdana, 'trebuchet ms', sans-serif; font-size: 13px; line-height: 18px;" /><br style="background-color: #f7f0e9; color: #204063; font-family: helvetica, arial, verdana, 'trebuchet ms', sans-serif; font-size: 13px; line-height: 18px;" /><a href="http://www.thehindubusinessline.com/features/investment-world/stock-insight/vmart-retail-ipo-invest-at-cutoff/article4372731.ece?homepage=true" style="background-color: #f7f0e9; color: #2462a5; font-family: helvetica, arial, verdana, 'trebuchet ms', sans-serif; font-size: 13px; font-weight: bold; line-height: 18px;">http://www.thehindubusinessline.com/features/investment-world/stock-insight/vmart-retail-ipo-invest-at-cutoff/article4372731.ece?homepage=true</a></div>
Mahitoshhttp://www.blogger.com/profile/16285293609888416868noreply@blogger.com2tag:blogger.com,1999:blog-1316327749007637589.post-1659907533050946852013-01-27T17:49:00.006+05:302013-01-27T17:49:56.696+05:30Affordable housing in Bangalore - II<div dir="ltr" style="text-align: left;" trbidi="on">
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Many affordable housing projects are recently launched<br />
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<b>1. Provident Sunworth</b><br />
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This is a 59 acres project off Mysore road, near NICE junction. Close to esteemed educational institutions, hospitals, industrial hubs, entertainment zones and tech parks. Sunworth, through NICE road, is well connected to Electronic City, Bannerghatta Road and Tumkur Road. Sunworth is located just 19 kms from City Railway Station. Sunworth offers optimally designed apartments: 2 BHK of 883 sqft and 3 BHK of 1082 sqft. It has multiple clubhouses, swimming pools, children’s play area and many more life style amenities.<br />
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<b>2. SJR Primecorp Parkway Homes</b><br />
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Parkway Homes' 9.5 acre enclave (further extendable) is G+15 floor towers with 1, 2, and 3 BHK apartments.<br />
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Location quoted as Off Sarjapur road is almost in close proximity to Electronic City just close to HSR and Mico Bosch where other projects like SJR trillium is launched.<br />
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Amenities> Indoor Badminton Court, Basketball Half Court, Swimming Pool, Paddle Pool, Convenience Store, Children's Play Area, Cycles, Cycling Track, Squash Court, Tennis Court, Gym, Billiards, Library.<br />
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Features><br />
• 9.5 acres (further extendable) of serene tranquility<br />
• Horizontal distance between blocks as much as building height<br />
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<b>3. Brigade Value Housing</b><br />
Properties are going to launched in 4 locations<br />
<br />
4 locations—in the North, East, West and South of Bangalore:<br />
North :<span class="Apple-tab-span" style="white-space: pre;"> </span>Devanahalli<br />
East :<span class="Apple-tab-span" style="white-space: pre;"> </span>KR Puram (Whitefield belt)<br />
West :<span class="Apple-tab-span" style="white-space: pre;"> </span>Mysore Road, near Kengeri<br />
South :<span class="Apple-tab-span" style="white-space: pre;"> </span>Kanakapura Road, near Art of Living<br />
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These will be launched in 6-12 months<br />
<br />
<b>4. Bhartiya City</b><br />
They have lauched Nikoo homes near Hebbal on Thanisandra main road . First phase is sold our and second phase is launched<br />
This is a 125 acres township.<br />
The integrated township will host a high end hotel, hospital, school, entertainment & shopping facilities apart from offices.<br />
</div>
Mahitoshhttp://www.blogger.com/profile/16285293609888416868noreply@blogger.com1tag:blogger.com,1999:blog-1316327749007637589.post-30232490216265862202011-12-03T00:24:00.000+05:302011-12-03T00:24:25.698+05:30Bull Call Spread : Options Strategy<div dir="ltr" style="text-align: left;" trbidi="on"><div style="font-family: Verdana,sans-serif;">Bull Call Spread is the strategy you can use to profit from moderate rise in profit of underlying security.</div><div style="font-family: Verdana,sans-serif;"><br />
</div><div style="font-family: Verdana,sans-serif;">What you do here is that you buy 1 Call Option and also sell a higher value Put Option</div><div style="font-family: Verdana,sans-serif;"><br />
</div><div style="font-family: Verdana,sans-serif;">Example lets say current value of nifty is 5000 and lot size is 50. If the nifty call option is available for Rs 70 for the strike price of 5000 and sell call option position of 5200 for Rs 40.</div><div style="font-family: Verdana,sans-serif;"><br />
</div><div style="font-family: Verdana,sans-serif;">Net money taken initially would be 70-40 = Rs 30*50. </div><div style="font-family: Verdana,sans-serif;"><br />
</div><div style="font-family: Verdana,sans-serif;">A person will profit if Nifty stays between 5070 and 5160.</div><div style="font-family: Verdana,sans-serif;"><br />
</div><div style="font-family: Verdana,sans-serif;"></div><div style="font-family: Verdana,sans-serif;"></div>Maximum profit will be Difference in strike price - Amount paid = 200-30 = 170*50<br />
<br />
<br />
<div style="font-family: Verdana,sans-serif;"></div><div style="font-family: Verdana,sans-serif;">Maximum loss will be amount paid = Rs 30*50.</div><div style="font-family: Verdana,sans-serif;"><br />
</div><div style="font-family: Verdana,sans-serif;">ON the expiry if nifty is at 5120 then first contract will give profit of 120*50 = 6000 and second contract will become worth less = 40*50 = 2000, so the net profit will be 4000. </div><div style="font-family: Verdana,sans-serif;"><br />
</div><div style="font-family: Verdana,sans-serif;">Both the contract should have same lot size and should expire in the same series.</div><div style="font-family: Verdana,sans-serif;"><br />
</div><div style="font-family: Verdana,sans-serif;"></div><div style="font-family: Verdana,sans-serif;">This strategy was buying ans selling Call Options if the same thing is done with Put options then it is called Bull Put Spread.</div><div style="font-family: Verdana,sans-serif;"><br />
</div></div>Mahitoshhttp://www.blogger.com/profile/16285293609888416868noreply@blogger.com6tag:blogger.com,1999:blog-1316327749007637589.post-31334968623749601332011-12-03T00:04:00.000+05:302011-12-03T00:04:11.364+05:30CRR Cut by China..India might follow<div dir="ltr" style="text-align: left;" trbidi="on">China has cut CRR ( Cash Reserve Ratio) because of the falling Manufacturing Purchasing Manager's Index to 32 month low.<br />
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India's RBI is increasing the interest continously but the market doesn't want or another rate hike so RBI following China's foot step might cut the Cash Reserve Ratio.<br />
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This bores well for banks because it will release money into the system which otherwise doesn't give any interest.<br />
<br />
</div>Mahitoshhttp://www.blogger.com/profile/16285293609888416868noreply@blogger.com4tag:blogger.com,1999:blog-1316327749007637589.post-7794175246319224372011-12-02T19:08:00.003+05:302011-12-02T19:12:57.137+05:30Live Nifty Options Prices<div dir="ltr" style="text-align: left;" trbidi="on">Live prices<br />
<iframe allowtransparency="" border="1" frameborder="1" framespacing="0" height="500" id="mc_feed" name="I1" scrolling="yes" src="http://nseindia.com/marketinfo/fo/fomwatchsymbol.jsp?key=NIFTY" true="" width="650"></iframe><br />
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</div>Mahitoshhttp://www.blogger.com/profile/16285293609888416868noreply@blogger.com3tag:blogger.com,1999:blog-1316327749007637589.post-30786361620604356172011-02-10T09:05:00.001+05:302011-02-10T09:05:26.578+05:30GMR Infrastructure Q3 net profit at Rs171.10 mn<div dir="ltr" style="text-align: left;" trbidi="on">Details at<br />
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<a href="http://www.indiainfoline.com/Markets/News/GMR-Infrastructure-Q3-net-profit-at-Rs171.10-mn/5078567648">http://www.indiainfoline.com/Markets/News/GMR-Infrastructure-Q3-net-profit-at-Rs171.10-mn/5078567648</a> <br />
<br />
<br />
</div>Mahitoshhttp://www.blogger.com/profile/16285293609888416868noreply@blogger.com5tag:blogger.com,1999:blog-1316327749007637589.post-48397427547417175042011-02-09T01:56:00.002+05:302011-02-09T01:56:28.137+05:30Good Article on GMR Infra<div dir="ltr" style="text-align: left;" trbidi="on">Wanted to share the journey of GMR post libralization<br />
<br />
<a href="http://www.mydigitalfc.com/companies/first-fly-over-rainbow-035">http://www.mydigitalfc.com/companies/first-fly-over-rainbow-035</a></div>Mahitoshhttp://www.blogger.com/profile/16285293609888416868noreply@blogger.com0tag:blogger.com,1999:blog-1316327749007637589.post-79685185831499781772011-02-09T01:53:00.002+05:302011-02-09T01:53:32.005+05:30China Interest Rate Increase<div dir="ltr" style="text-align: left;" trbidi="on"><span style="font-family: Verdana, sans-serif;">China's central bank raised interest rates to fight inflation. Benchmark Deposit Rate stands at 3% and lending rate at 6.06%</span> </div>Mahitoshhttp://www.blogger.com/profile/16285293609888416868noreply@blogger.com7tag:blogger.com,1999:blog-1316327749007637589.post-87924969916062533272010-08-23T02:59:00.000+05:302010-08-23T02:59:27.942+05:30Equity SIP New Buzzword<span style="font-size: small;"></span><div style="font-family: Verdana,sans-serif;"><span style="font-size: small;">SIP Systematic Investment Plan was already famous and proven in Mutual Fund context but now SIP has also come directly into Equity Stocks which is essentially Individual Stocks. </span></div><div style="font-family: Verdana,sans-serif;"><span style="font-size: small;"><br />
</span></div><div style="font-family: Verdana,sans-serif;"><span style="font-size: small;">Equity SIP is a new facility through which you can buy a script for a regular interval over a period of time for specified amount or for a specified quantity.</span></div><div style="font-family: Verdana,sans-serif;"><br />
</div><div style="font-family: Verdana,sans-serif;"><span style="font-size: small;"><b>Amount based Equity SIP</b></span></div><div style="font-family: Verdana,sans-serif;"><span style="font-size: small;"><b> </b>Amount based Equity SIP is a SIP type wherein a fixed amount (or approximately the same) is invested in your desired scrip at each frequency</span></div><div style="font-family: Verdana,sans-serif;"><br />
</div><div style="font-family: Verdana,sans-serif;"><span style="font-size: small;"><b>Quantity based Equity SIP</b><b> </b></span></div><div style="font-family: Verdana,sans-serif;"><span style="font-size: small;">Quantity based Equity SIP is a SIP type wherein a fixed quantity of shares of your desired scrip is purchased at each frequency. <b> </b></span></div><div style="font-family: Verdana,sans-serif;"><br />
</div><div style="font-family: Verdana,sans-serif;"><span style="font-size: small;">Currently few online brokers are providing this facility on select stocks. ICICI Direct is one of them.</span></div><div style="font-family: Verdana,sans-serif;"><br />
</div><div style="font-family: Verdana,sans-serif;"><br />
</div><div style="font-family: Verdana,sans-serif;"><span style="font-size: small;">Benefits of investing in Equity SIP are </span></div><div style="font-family: Verdana,sans-serif;"><br />
</div><ul style="font-family: Verdana,sans-serif;"><li><span style="font-size: small;"> It is a disciplined investments approach</span></li>
<li><span style="font-size: small;"> Accumulates wealth by investing smalls sums regularly</span></li>
<li><span style="font-size: small;"> Spreads and averages your cost of purchase (by buying in both ups and downs)</span></li>
<li><span style="font-size: small;"> Removes the risk of timing the market</span></li>
<li><span style="font-size: small;"> Reduces the risk of market volatility <br />
</span></li>
</ul><div style="font-family: Verdana,sans-serif;"> </div>Mahitoshhttp://www.blogger.com/profile/16285293609888416868noreply@blogger.com5tag:blogger.com,1999:blog-1316327749007637589.post-88210895207898138592010-08-22T23:01:00.000+05:302010-08-22T23:01:09.670+05:30NTPC to gain if RIL-NTPC dispute heads for truceSolicitor General recommended that NTPC be given gas at a concessional rate under a provision of the production sharing contract.<br />
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RIL can sell gas below market rate to government or government nominee so NTPC can get gas at $ 2.34 which was price quoted in 2004 tender.<br />
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NTPC is already working on the gujrat plants hoping to get the gas. Gas will be allotted to the plants which are expected to complete this year.<br />
<br />
If NTPC gets price at lower rate this will improve profitability and secure gas for the plant in long term.<br />
<br />
Might be good new for NTPC which is trading in a narrow range of 190-200 for past few months without any news triggerMahitoshhttp://www.blogger.com/profile/16285293609888416868noreply@blogger.com1tag:blogger.com,1999:blog-1316327749007637589.post-43548157860719152242010-08-21T21:38:00.000+05:302010-08-21T21:38:17.510+05:30Coal Block Development to get Boost<div style="font-family: Verdana,sans-serif;"><br />
</div><div style="font-family: Verdana,sans-serif;"><span style="font-size: x-small;">The Lok Sabha has cleared amendment of Mines and Minerals Development and Regulation Act (India) (MMDR) of 1957.</span></div><div style="font-family: Verdana,sans-serif;"><br />
</div><div style="font-family: Verdana,sans-serif;"><span style="font-size: x-small;">Currently coal blocks for PSU (public sector unit) and private sector companies are not allocated through bidding process. A screening committee approves the blocks. This will change and now there will be competitive bidding process.</span></div><div style="font-family: Verdana,sans-serif;"><br />
</div><div style="font-family: Verdana,sans-serif;"><span style="font-size: x-small;"> PSUs are kept outside of bidding process like Coal India. Coal blocks will be developed faster as new players will pay premium based on bidding.</span></div><div style="font-family: Verdana,sans-serif;"><span style="font-size: x-small;"> </span></div><div style="font-family: Verdana,sans-serif;"><span style="font-size: x-small;">26 blocks are fully developed out of 206 allotted till now.</span></div><div style="font-family: Verdana,sans-serif;"><span style="font-size: x-small;"><br />
</span></div><span style="font-family: Arial; font-size: x-small;"><span style="font-family: Verdana,sans-serif;">If private players get more blocks, power production will get a leg up and many companies planning to foray into coal based power plants will see interest in obtaining the coal block for captive purpose.</span></span>Mahitoshhttp://www.blogger.com/profile/16285293609888416868noreply@blogger.com0tag:blogger.com,1999:blog-1316327749007637589.post-57366031268752792142010-08-18T18:37:00.000+05:302010-08-18T18:37:38.153+05:30Blackstone invest in Moser Baer Power Project<div style="font-family: Verdana,sans-serif;">Moser Baer India shares jumped 11% intraday closing 6.66% up. Blackstone has invested 300 million dollar.</div><div style="font-family: Verdana,sans-serif;"><br />
</div><div style="font-family: Verdana,sans-serif;">Moser baer is company involved with making cd/DVD/Blue ray disks. It is also in Solar power and Entertainment business . Now it is entering thermal power with plans to setup around 4000 MW in thermal and 1000 MW in solar.</div><div style="font-family: Verdana,sans-serif;"><br />
</div><div style="font-family: Verdana,sans-serif;"><span id="advenueINTEXT" name="advenueINTEXT"> Deepak Puri and Ratul Puri, who are the promoters of Moser Baer India Ltd has founded </span><span id="advenueINTEXT" name="advenueINTEXT">Moserbaer Projects.</span></div><div style="font-family: Verdana,sans-serif;"><br />
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</div>Mahitoshhttp://www.blogger.com/profile/16285293609888416868noreply@blogger.com0tag:blogger.com,1999:blog-1316327749007637589.post-54887291517779831262010-08-18T11:03:00.000+05:302010-08-18T11:03:31.419+05:30GMR Infra awake from Slumber<div style="font-family: Verdana,sans-serif;">China Huaneng Group may be buying GMR infra stake in Intergen at about 1.4 Billion dollars. GMR Infra bought Intergen at 1.1billion dollars. Apart from making profit of 300 million dolllars GMR will use other money to reduce interest liability which was dragging the profits down.</div><div style="font-family: Verdana,sans-serif;"><br />
</div><div style="font-family: Verdana,sans-serif;">Lower Intereset Outgo with higher revenue increase due to delhi airport t3 opening and restarting of barge mounted power plants are big plus.</div><div style="font-family: Verdana,sans-serif;"><br />
</div><div style="font-family: Verdana,sans-serif;">Fund tie up for other airport and power projects will get a boost. If the deal goes through it will be a very big positive for GMR Infra.</div><div style="font-family: Verdana,sans-serif;"><br />
</div><div style="font-family: Verdana,sans-serif;">Hopefully the bad days should be near soon and should start its upward climb.</div><div style="font-family: Verdana,sans-serif;"><br />
</div><div style="font-family: Verdana,sans-serif;">Should be in a much better price by next quarter results. </div><div style="font-family: Verdana,sans-serif;"><br />
</div><div style="font-family: Verdana,sans-serif;">GMR is up 4.5% in today's trade.</div>Mahitoshhttp://www.blogger.com/profile/16285293609888416868noreply@blogger.com0tag:blogger.com,1999:blog-1316327749007637589.post-44431992451982131882010-08-10T00:07:00.000+05:302010-08-10T00:07:20.334+05:30RIL Reliance Industries and Shale Gas<span style="font-family: Verdana, sans-serif;">Shale gas is natural gas produced from shale. Shale gas has become an increasingly important source of natural gas in the United States over the past decade, and interest has spread to potential gas shales in Canada, Europe, Asia, and Australia. One analyst expects shale gas to supply as much as half the natural gas production in North America by 2020 [Source:Wikipedia.]</span><br />
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<a href="http://en.wikipedia.org/wiki/File:GasDepositDiagram.jpg">Illustration of Shale Gas</a><br />
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<span style="font-family: Verdana, sans-serif;">It's another fossil fuel boom in the making, although its cleaner-burning than coal, gas from shale still poses a severe threat to environmental security. Methods used for drilling that frees the gas requires the use of toxic chemicals that many fear could contaminate underground sources of drinking water that supply millions of people. </span><br />
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<span style="font-family: Verdana, sans-serif;">Reliance Industries believes that shale gas offers an exciting opportunity and that new drilling techniques are transforming the U.S. natural gas industry. Furthermore, the company estimates shale plays to contain in excess of 650 trillion cubic feet of natural gas. </span><br />
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<span style="font-family: Verdana, sans-serif;">Shale gas is emerging as a potential investment strategy, chiefly on the anticipated upsurge in demand for natural gas. </span><br />
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<span style="font-family: Verdana, sans-serif;">Natural gas is a clean energy source and is likely to replace coal. </span><br />
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<span style="font-family: Verdana, sans-serif;">Reliance has done 3 shale gas deals in 3 months.</span><br />
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<span style="font-family: Verdana, sans-serif;">20% stake in Carrizo's </span><br />
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<span style="font-family: Verdana, sans-serif;">40% stake in Atlas Energy's</span><br />
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<span style="font-family: Verdana, sans-serif;">45% stake in Eagle Ford Shale </span><br />
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<span style="font-family: Verdana, sans-serif;">Higher price of Shale gas is also attracting lot of interest and investment. </span><br />
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<span style="font-family: Verdana, sans-serif;">Shale gas investment will add profitability after 4-5 years but its an interesting space to watch out for in the coming years.</span>Mahitoshhttp://www.blogger.com/profile/16285293609888416868noreply@blogger.com3tag:blogger.com,1999:blog-1316327749007637589.post-21292713538548501592010-08-09T23:32:00.001+05:302010-08-09T23:32:15.190+05:30GMR Infra results Update.<span style="font-family: Verdana, sans-serif;"><br />
</span> <span style="font-family: Verdana, sans-serif;">GMR Infra Q1 PAT up by 26% at Rs 28 cr</span><br />
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<span style="font-family: Verdana, sans-serif;">Revenue increased marginally but it was because barged mounted plant was getting shifted and its going to be running in fully capacity by August end.</span><br />
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<span style="font-family: Verdana, sans-serif;">This plant can contribute around 100 crore quarterly.</span><br />
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<span style="font-family: Verdana, sans-serif;">In 2 years operational capacity of power plants will go upto 2800 from 800 MW currently.</span><br />
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</span><span style="font-family: Verdana, sans-serif;">Male airport to achive financial closure by September.</span><span style="font-family: Verdana, sans-serif;"><br />
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<span style="font-family: Verdana, sans-serif;">GM Rao said that debt ratio might increase more or stay same but not go down because many projects are in capital infusion phase.</span><span style="font-family: Verdana, sans-serif;"><br />
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<span style="font-family: Verdana, sans-serif;">According to some analyst Medium term target is 70 and stop loss is around 54.</span>Mahitoshhttp://www.blogger.com/profile/16285293609888416868noreply@blogger.com0tag:blogger.com,1999:blog-1316327749007637589.post-77844595476914872442010-08-05T01:57:00.000+05:302010-08-05T01:57:42.111+05:30DSP BlackRock Micro Cap Fund & DSP BlackRock Small & Mid Cap Fund<span style="font-family: Verdana, sans-serif;">DSP BlackRock Micro Cap Fund / DSP BlackRock Small & Mid Cap Fund</span><br />
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<span style="font-family: Verdana, sans-serif;">Sensex for past few months has been moving in a very narrow range. Small/Mid Cap and Micro caps is the area where we are seeing growth.</span><br />
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<span style="font-family: Verdana, sans-serif;">Its hard to cherry pick individual stock in this area. Also it is sometime subject to manipulation so swings are high.</span><br />
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<span style="font-family: Verdana, sans-serif;">For Small and Micro cap stocks I think its better to invest through mutual funds where they are focussed on it and manage the chrun properly.</span><br />
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<span style="font-family: Verdana, sans-serif;">MicroCap Fund was started as Closed Ended Fund but now has been made open ended fund and is open to subscription.</span><br />
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<span style="font-family: Verdana, sans-serif;">Till it was closed ended I was investing in Small and Mid Cap Fund but now I am also going to invest in MicroCap fund.</span><br />
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<span style="font-family: Verdana, sans-serif;">The investment objective of the scheme is to seek to generate long-term capital appreciation from a portfolio that is substantially constituted of equity and equity-related securities, which are not part of the top 300 companies by market capitalisation.</span><br />
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<span style="font-family: Verdana, sans-serif;">It is high risk fund for people for higher apetite for returns. There is only growth option in this fund.</span><br />
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<span style="font-family: Verdana, sans-serif;">In the YOD( 16th July), </span><span style="font-family: Verdana, sans-serif;">the BSE mid-cap and small-cap indices have outperformed the Sensex. </span><span style="font-family: Verdana, sans-serif;">The BSE mid-cap and small-cap grew 10.12% and 12.99%, respectively while the Sensex delivered returns of just 2.81%.</span><br />
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<span style="font-family: Verdana, sans-serif;">Investor should have basket of funds some from largecaps, some diversified and some from small and mid/micro cap category to not miss any rally in one category.</span><br />
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<span style="font-family: Verdana, sans-serif;">DSP Black Rock Micro Cap Fund, a new entrant has also claimed CRISIL Fund Rank 1, in the Small & Midcap category.</span><br />
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<span style="font-family: Verdana, sans-serif;">Diversified funds have given returns in the range of 5-10% but micro cap funds recently have given returns in the range of 30%</span><br />
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<span style="font-family: Verdana, sans-serif;">The highest return of 34% has been generated by DSP BlackRock Micro Cap Fund.</span><span style="font-family: Verdana, sans-serif;">The fund has invested around 94% in mid- and small-cap stocks and less than 1% into large-caps.</span><br />
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<span style="font-family: Verdana;">Investors can subscribed some amount in this fund</span><br />
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<span style="font-family: Verdana, sans-serif;"></span>Mahitoshhttp://www.blogger.com/profile/16285293609888416868noreply@blogger.com3tag:blogger.com,1999:blog-1316327749007637589.post-77387797401230777742010-07-25T08:21:00.000+05:302010-07-25T08:21:13.593+05:30GMR Infra UpdatesGMR Infra has put the international power portfolio for sale. Intergen which operates power plants in US,Australia was bought by GMR in 2008 where it paid around 960 million dollars for 50% stake.<br />
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GMR is building number of power plants in India and also has a barged mounted plant.<br />
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Recently DIAL t3 terminal got opened which is build by GMR Infra. They are also planning to invest around $ 400 million for Male airport.<br />
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All its projects are long gestation and this stock can give returns in long term though slowly. Once the investment phase is over P/E ratio will improve and stock price will rise. Holding for atleast 2 years will give good returnsMahitoshhttp://www.blogger.com/profile/16285293609888416868noreply@blogger.com0tag:blogger.com,1999:blog-1316327749007637589.post-57038060039547161252010-05-03T14:31:00.000+05:302010-05-03T14:31:00.981+05:30SJVN subscribed 1.83 timesThe Initial Public Offering (IPO) of SJVN Limited which opened for subscription on April 29, 2010 will be closed today on Monday - May 3, 2010.<br />
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The IPO has received subscription of 1.83 times with total bids for 758380250 equity shares against the offer of 415000000 equity shares.Mahitoshhttp://www.blogger.com/profile/16285293609888416868noreply@blogger.com4tag:blogger.com,1999:blog-1316327749007637589.post-82846306663605117972010-05-02T10:17:00.000+05:302010-05-02T10:17:25.943+05:30Parekh Aluminex Target acheived..Parekh auminex as expected as almost doubled in last 3 months.<br />
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<a href="http://beyond-basics.blogspot.com/2010/01/parekh-aluminex.html">http://beyond-basics.blogspot.com/2010/01/parekh-aluminex.html ( Around Rs130)</a><br />
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Currently it is trading at <span class="f22" id="ltpid" style="background: none repeat scroll 0% 0% rgb(255, 255, 255); color: black;">255.10</span> <span class="iconUp" id="iconarrow"> </span> <span class="f16
up" id="change" style="color: black; font-weight: normal;">+17.70</span> <span class="f16" id="ChangePercent" style="color: black; font-weight: normal;">+7.46%</span><br />
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<span class="f16" id="ChangePercent" style="color: black; font-weight: normal;"> </span>Mahitoshhttp://www.blogger.com/profile/16285293609888416868noreply@blogger.com4tag:blogger.com,1999:blog-1316327749007637589.post-70536726303154436542010-03-24T10:07:00.001+05:302010-03-24T10:07:33.746+05:30Goenka Diamond & Jewels Limited IPO<div style="font-family: Verdana,sans-serif;">Goenka Diamond & Jewels Limited is entering the capital markets with an initial public offering (IPO) of 10,000,000 equity shares of face value of Rs.10 each with a price band of Rs. 135- 145 per share. The Company is looking to raise in excess Rs. 1.35 bn through this issue. The issue shall constitute 30.93% of the fully diluted post issue paid up capital of the Company. <br />
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The issue appears attractive with an annualized FY10 P/E of 6.9x compared to an average of 15.7x for its peers (Shrenuj, Asian Star, Renaissance, Rajesh Exports and Gitanjali).<br />
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It has enjoyed a superior ROE (FY09) of over 46% compared to a peers’ average of 10%-18%. <br />
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I think we should go ahead and subscribe to the issue.<br />
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</div>Mahitoshhttp://www.blogger.com/profile/16285293609888416868noreply@blogger.com3tag:blogger.com,1999:blog-1316327749007637589.post-78084359422865007582010-03-21T23:03:00.000+05:302010-03-21T23:03:31.812+05:30Irrational Exeburance in Primary Markets (IPO)<div style="font-family: Verdana,sans-serif;"> Primary market is back in boom after lying low for quite some time. Other than PSU FPO or IPO. Private sector IPOs are getting subscribed more than 50-100 times. QIBs and NIIs are subscribing almost more that 100 times.</div><div style="font-family: Verdana,sans-serif;"><br />
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</div><div style="font-family: Verdana,sans-serif;">Is there a strong appetite or it is a signal that a bubble formation has started and its time to exit. Only coming time will tell whats the truth.</div><div style="font-family: Verdana,sans-serif;"><br />
</div><div style="font-family: Verdana,sans-serif;">REC FPO though just managed to subscribed has given substantial gain from Rs 203 FPO price and current price of Rs 255. Retail got full allotment on 1 lac because of low response and are sitting on a healthy profit of Rs 25000.</div><div style="font-family: Verdana,sans-serif;"><br />
</div><div style="font-family: Verdana,sans-serif;">NMDC is also around Rs 350 and retail is going to get at Rs 285 with gaurantee of almost full allotment.</div><div style="font-family: Verdana,sans-serif;"><br />
</div><div style="font-family: Verdana,sans-serif;">Other IPOs are getting subscribed 40-50 times and getting allotment is almost luck or you might be lucky to get 1 lot which doesn't make much profit.</div><div style="font-family: Verdana,sans-serif;"> </div><div style="font-family: Verdana,sans-serif;"> </div><div style="font-family: Verdana,sans-serif;"> I think now is the time to think which company offers good long term benefits and go for it even though the IPO/FPO might not be getting subscribed. If your conviction is correct then you can make huge amount of money.</div><div style="font-family: Verdana,sans-serif;"> </div><div style="font-family: Verdana,sans-serif;"> </div><div style="font-family: Verdana,sans-serif;"> Lets see how the coming IPOs fare. Here are few which must be watched</div><div style="font-family: Verdana,sans-serif;"></div><div style="font-family: Verdana,sans-serif;"><br />
</div><div style="font-family: Verdana,sans-serif;">#NMDC<br />
# IL&FS Transportation Networks Limited<br />
# PRADIP OVERSEAS LIMITED<br />
# PERSISTENT SYSTEMS LIMITED<br />
# SHREE GANESH JEWELLERY HOUSE LIMITED</div><div style="font-family: Verdana,sans-serif;"><br />
</div>Mahitoshhttp://www.blogger.com/profile/16285293609888416868noreply@blogger.com1tag:blogger.com,1999:blog-1316327749007637589.post-69600308455570877562010-03-20T23:26:00.000+05:302010-03-20T23:26:24.649+05:30New Affordable Housing Projects in Bangalore<div style="font-family: Verdana,sans-serif;">Here are few Housing projects which are yet to complete and will be complete in few months or around 1-2 years<br />
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HM Capital (Marathahalli)<br />
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HM North City (Yahalanka)<br />
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SJR Unity (Marathahalli)<br />
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NItesh Flushing meadows (whitefield/ITPL)<br />
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Provident-WelWorth City (doddaballapur)<br />
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Kumar Prince Town (JalaHalli)<br />
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Westend Heights New Town (BTM Extension)<br />
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Patel Smondoville (Neotown)<br />
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Plama Heights (Hennur Road)<br />
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Rohan Mihira (Marathahalli)<br />
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Rohan Jharokha(old airport road)<br />
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Alpine Pyramid (Sahakar Nagar)<br />
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Alpine Eco (Marathahalli)</div>Mahitoshhttp://www.blogger.com/profile/16285293609888416868noreply@blogger.com0tag:blogger.com,1999:blog-1316327749007637589.post-17985265430522918402010-03-20T23:21:00.000+05:302010-03-20T23:21:25.086+05:30Profit Booking Time : Year End Coming<span style="font-size: small;"><span style="font-family: Verdana,sans-serif;">Stock Market rose quite a lot this year from last March to this March.</span><br style="font-family: Verdana,sans-serif;" /><span style="font-family: Verdana,sans-serif;">You would have made lot of money but if you were also invested in sectors which didn't perform or were laggards you would be sitting at some loss in those sectors like Telecom or recent IPOs like NHPC which are below initial offering.</span><br style="font-family: Verdana,sans-serif;" /><br style="font-family: Verdana,sans-serif;" /><span style="font-family: Verdana,sans-serif;">To reduce tax liability this is the time to book losses in them to offset the profit made this year.</span><br style="font-family: Verdana,sans-serif;" /><br style="font-family: Verdana,sans-serif;" /><span style="font-family: Verdana,sans-serif;">Others will start doing it or has already started and stock market also has peaked so this is the time to cut off the laggard stock from the portfolio and clean it up along with reducing the tax liability.</span></span>Mahitoshhttp://www.blogger.com/profile/16285293609888416868noreply@blogger.com0