Thanks KN Pillai & MMB.

HBJ Capital’s five golden rules of picking 10in3 stocks.

Rule #1 : Look For New Emerging Sector

 Always look for latest trend, changes in the economy or the new policies created by Indian government for any old/new sector.

 In 90s, after the liberalization policies and FDI in India, it became easy for Software Industry to do business and fortune created by Infosys, Wipro, Satyam are well known.

 Similarly new policies by govt on telecom, retail, infrastructure, education sectors during last 5-6 years lead to many wealth creators like Bharti, Pantaloon, Unitech, Educomp etc.

 The Sector as a whole should exhibit growth. Companies which are first movers in their sector and are able to hold on to that advantage, they enjoy better PE multiples.

 When policy changes or new trend emerges, all the companies in that sector performs well but there is always one leader and we have to look for that.

 First movers in any sector, like Educomp in Education, Dish TV in DTH, Bharti in Telecom, Pantaloon in Retail , all of them gets advantage being the1st movers in that sector.

 Leader command better PE than other followers. So, its always better to discover leader and hold it for longer time.

 One must have patience to hold sector leader for longer time till the sector is established.

 Investment in new sector takes time to give you better returns, because until the new sector attracts more eyeballs, your company will not command high premium or PE.

 New trends - It is like you are seeing something, other are not able to see. So, the risk involved in going away from general crowd is more, but the return will be huge. Always try to look into the future and spot the trend early, “Street Smart” newsletter of HBJ Capital will help you spot the opportunity well before other thinks of.

 It’s not the timing but TIME which creates wealth. Just think, we spent our first 20+ years studying something which lead to a Job with average salary of say Rs 3 Lakhs per year, so expecting massive returns in few year is un-realistic and un-warranted.

 Time will test you conviction on the stock to hold it for long time and yes, 10in3 – small cap research report of HBJ will build your conviction on that emerging giant company.

Rule #2 : Always look for a - Small Market Cap - Companies with Leadership Position.

for more info on this...visit hbjcapital dot com or mail to hbjcapital at gmail dot com for free newsletter with lots of investment ideas.

10in3 from HBJ Capital...

HBJ Capital will suggest to buy small cap companies with following edge (for more info on which small cap to buy and newsletter with investment ideas visit hbjcapital dot com or sent mail to hbjcapital at gmail dot com)

#1. Scale, Management & Patience – Pantaloon in 1999 was just Rs 94Cr company in organized retail sector with scale of opportunity as big as $300bn, with just 2% organized retail. Promoters pledge their houses in order to raise fund. Holding this company for 6-7 years would have provided 50 times return.

#2. Growth + Re-rating – Pantaloon was growing with CAGR of 100% during 1999-2004, in 1999 PE was just 8, which is re-rated to PE of 100 in 2006, hence it became multibagger not only due to its earning growth but also due to its PE re-rating from 8 to 100.

#3. Under-researched + Under-owned = Under valued – In 1999, it was least known, no research house use to track this company, almost nil FII/MF holding , hence it was trading at PE=8 with Mcap = Rs 94Cr in spite of growth rate of 100% per year. Later on when it was discovered and became large cap, it was already 50 times.

10in3 from HBJ Capital....

Further update from hbjcapital dot com

Local Update…

The Nifty opened with a positive note and in line with our expectation, the intensive profit booking at higher prices coupled with weakness pushed the Nifty into the red. The Nifty opened at 4,620.95 and attained the high of 4,649.85. The Nifty made an intra day low of 4,525.75 and closed at 4,552.25, with a loss of 68.15 points.

The fall was with the increased volume while comparing with the previous day`s rise with low volume. The Nifty August futures were trading with the premium through out the day. F& O scenario suggests fresh short positions got created with the increased volume.
The growth is the main issue, the IIP figures are very disappointing from the growth side of the economy and the only positive on that is that the RBI may not be inclined to further hike rates because it would be worried about the slowdown in the growth and maybe the interest rate cycle at best in short term would have reached its peak.

Previous IIP data brought havoc to markets; however, this time Industrial Production figures barely had any impact on Dalal Street. India's industrial production growth accelerated to 5.4% in June from year ago and government also announced that it revised May Industrial Production to 4.1% vs 3.8%.

Crude/Gold/Dollar Update….

BP PLC that it had shut down an oil pipeline that runs through Georgia as a precautionary measure due to the fighting between Georgian and Russian troops.

The dollar was higher against most other major currencies, while gold prices fell.

Light, sweet crude fell 90 cents to $113.55 a barrel on the New York Mercantile Exchange. Oil has fallen more than $30 from its July 11 high of $147.27, easing concerns on Wall Street about inflation.

HBJ Capital’s Strategy:-
#1. Hold SHORT Position in Nifty Future, Long Positions can be winded up.
#2. One should continue to hold Nifty PUT Options, don’t buy any Call Option on Nifty.
#3. SHORT ICICI Bank’s Future and hold it for next two days.

...

HBJ Capital Report.

[Publisher of -10in3- (Small Cap with 10 times in 3 years potential) Equity Research Report & -Street Smart- (Lots of Investment Ideas) Newsletter]


HBJ Capital Research Team continue to have bearish view on the market, today Indian stock market fell down due to various reason like weak global sentiments, profit booking, weak IIP numbers or fear because of SEBI meet on Wednesday to review Participatory Note Issue .

Rally in the market for the last three weeks has been sentiment based, which took benchmarks up by 24 per cent. We are still in a bear market and it is right time to book profits. IIP figures have disappointed to some extent.

SEBI meet tomorrow to review the regulatory framework governing P-notes will be crucial. It will give further direction to the market. Not to forget that Foreign Institutional Investors offloaded equities worth Rs 687.19 crore in the domestic market on Tuesday just a day before SEBI meeting.

Top News to Watch For on Wednesday..…

The Securities & Exchange Board of India (SEBI) is expected to take up a review of restrictions placed on the issue of participatory notes (PNs) by Foreign Institutional Investors (FIIs).

This will be the first review of the PN guidelines, including the ban imposed by SEBI in October 2007 on FIIs and their sub-accounts from issuing or renewing the derivative instruments. The SEBI Board is unlikely to relax the curbs though.

Compared with last calendar year’s net inflows of $17 billion, 2008 has seen net capital outflows of $6.4 billion so far. Given that reversal, FIIs had asked the finance ministry to consider easing the restrictions, which had adversely affected their investments into India. The ministry had requested Sebi to assess the impact of those regulations and consider a review.

Foreign investors not registered with the capital market regulator Securities and Exchange Board of India, or Sebi, could be responsible for at least 60% of the $7 billion (about Rs29,400 crore) net capital outflow from Indian equity markets between January and the middle of July.

The regulator is looking closely at this offshore activity (like Nifty trading in Singapore or parallel indian market running in Hong Kong by PNs) that had caused intense bearishness in Indian markets. The Economic Times last week reported that the stock market regulator is asking FIIs details on their offshore clients.

Global Update…

On Wall Street, there's no such thing as a sure thing. But betting on a stock rally when oil prices plunge 20% comes pretty close. Wall Street was mostly lower Tuesday as downbeat news from the financial sector raised more concerns about the ongoing impact of the credit crisis on the economy.

JPMorgan Chase & Co. incurred wider losses in its mortgage holdings & analysts lowered the rating and earnings estimates for the Goldman Sachs Group Inc. Wachovia Corp. announced plans to cut 600 more jobs than it previously expected as it tries to slash costs because of losses on mortgage debt. UBS AG, Switzerland's largest bank, reporting Tuesday it had further losses and write-downs of $5.1 billion during the second quarter of 2008.

Oil's decline drove the Dow Jones industrials up more than 350 points, or 3.1 percent, in the past two sessions; the financial companies' problems sent the blue chips down more than 120 points in early trading Tuesday before the drop in oil lifted the Dow off its lows.

The U.S. trade deficit unexpectedly fell in June as exports advanced to an all-time high, offsetting another big surge in oil imports....

HBJ Capital Says, “Further weakness in Nifty can be seen this week, profit booking will continue, fresh short positions in Nifty building up”.

HBJ Capital Report: hbjcapital (dot ) com

[Publisher of \\\\...

Dear Traders,
As posted yesterday, Indian stock market did consolidated today, it was clearly mentioned that "One can expect optimism on Thursday 1st half of trading but Inflation numbers are going to be announced after market hour so 2nd half will face some selling pressure".

hbjcapital ( dot ) com

We also predicted that on friday, Indian stock market will fall 2-3% down, and we still holds the same view. Traders can buy Nifty 4400/4300/4200 PUT Option on friday and hold it for 1 week time to make 100-200% returns.

Why HBJ, how can you say that Market will fall on friday and continue to fall whole of next week?

[Inflation is one issues which is well knows, but today's news on SEBI who is planning to go for KYC norm for FII and revisit P-Notes will create another round of sell off, this may have huge implications if indeed there is a review of P-Note norms as all those P-Notes were actually asked to wind up positions in about 18 months. Last October, the government came out with new norms for P-Notes.]


India's annual inflation has come in at 12.01% for the week-ended July 26, slightly above the previous week's annual rise of 11.98%. It's the highest inflation in the last 13 years.

SEBI, is thinking of introducing know-your-customer norms for FIIs. This is in the light of the Reserve Bank of India's concern on the origin of FII money in the domestic markets. The norms relating to Participatory Notes will also be up for review.

Sebi board is likely to meet on August 13 to review FII regulations. The norms relating to P-Notes may be revisited because sections of the Sebi board and its Chief want a review of norms.

That meeting is going to take stock of the entire FII regulations in the country. There is talk of overhauling the entire gamut of FII regulations in the country.

Wall Street trades mixed as decline in oil offsets worries about jump in unemployment claims - U.S. stocks on Thursday were mostly on the decline for the first day in three as unemployment filings hit six-year highs, American International Group Inc. posted a multibillion-dollar loss and Wal-Mart Stores Inc.'s sales cast a pall.

-HBJ Capital Team

...

R P Goenka Group is not at all investor friendly, just tell me a single company owned by these guys which has created wealth for investors?

They spoiled CESC along with Spencer's retail....Pls avoid any stocks from these promoters.

It is personal view of 10in3 from HBJ Capital.
...

Excellent one 10in3 keep them coming. -MMB Moderator...

hi friend how r u where r u no message something wrong...

Further update from hbjcapital dot com Local Update… The Nifty opened with a positive note and in line with our expectation, the intensive profit booking at higher prices coupled with weakness pushed the Nifty into the red. The Nifty opened at 4,620.95 and attained the high of 4,649.85. The Nifty made an intra day low of 4,525.75 and closed at 4,552.25, with a loss of 68.15 points. The fall was with the increased volume while comparing with the previous day`s rise with low volume. The Nifty August futures were trading with the premium through out the day. F& O scenario suggests fresh short positions got created with the increased volume. The growth is the main issue, the IIP figures are very disappointing from the growth side of the economy and the only positive on that is that the RBI may not be inclined to further hike rates because it would be worried about the slowdown in the growth and maybe the interest rate cycle at best in short term would have reached its peak. Previous IIP data brought havoc to markets; however, this time Industrial Production figures barely had any impact on Dalal Street. India's industrial production growth accelerated to 5.4% in June from year ago and government also announced that it revised May Industrial Production to 4.1% vs 3.8%. Crude/Gold/Dollar Update…. BP PLC that it had shut down an oil pipeline that runs through Georgia as a precautionary measure due to the fighting between Georgian and Russian troops. The dollar was higher against most other major currencies, while gold prices fell. Light, sweet crude fell 90 cents to $113.55 a barrel on the New York Mercantile Exchange. Oil has fallen more than $30 from its July 11 high of $147.27, easing concerns on Wall Street about inflation. HBJ Capital’s Strategy:- #1. Hold SHORT Position in Nifty Future, Long Positions can be winded up. #2. One should continue to hold Nifty PUT Options, don’t buy any Call Option on Nifty. #3. SHORT ICICI Bank’s Future and hold it for next two days. ...

HBJ Capital Report. [Publisher of -10in3- (Small Cap with 10 times in 3 years potential) Equity Research Report & -Street Smart- (Lots of Investment Ideas) Newsletter] HBJ Capital Research Team continue to have bearish view on the market, today Indian stock market fell down due to various reason like weak global sentiments, profit booking, weak IIP numbers or fear because of SEBI meet on Wednesday to review Participatory Note Issue . Rally in the market for the last three weeks has been sentiment based, which took benchmarks up by 24 per cent. We are still in a bear market and it is right time to book profits. IIP figures have disappointed to some extent. SEBI meet tomorrow to review the regulatory framework governing P-notes will be crucial. It will give further direction to the market. Not to forget that Foreign Institutional Investors offloaded equities worth Rs 687.19 crore in the domestic market on Tuesday just a day before SEBI meeting. Top News to Watch For on Wednesday..… The Securities & Exchange Board of India (SEBI) is expected to take up a review of restrictions placed on the issue of participatory notes (PNs) by Foreign Institutional Investors (FIIs). This will be the first review of the PN guidelines, including the ban imposed by SEBI in October 2007 on FIIs and their sub-accounts from issuing or renewing the derivative instruments. The SEBI Board is unlikely to relax the curbs though. Compared with last calendar year’s net inflows of $17 billion, 2008 has seen net capital outflows of $6.4 billion so far. Given that reversal, FIIs had asked the finance ministry to consider easing the restrictions, which had adversely affected their investments into India. The ministry had requested Sebi to assess the impact of those regulations and consider a review. Foreign investors not registered with the capital market regulator Securities and Exchange Board of India, or Sebi, could be responsible for at least 60% of the $7 billion (about Rs29,400 crore) net capital outflow from Indian equity markets between January and the middle of July. The regulator is looking closely at this offshore activity (like Nifty trading in Singapore or parallel indian market running in Hong Kong by PNs) that had caused intense bearishness in Indian markets. The Economic Times last week reported that the stock market regulator is asking FIIs details on their offshore clients. Global Update… On Wall Street, there's no such thing as a sure thing. But betting on a stock rally when oil prices plunge 20% comes pretty close. Wall Street was mostly lower Tuesday as downbeat news from the financial sector raised more concerns about the ongoing impact of the credit crisis on the economy. JPMorgan Chase & Co. incurred wider losses in its mortgage holdings & analysts lowered the rating and earnings estimates for the Goldman Sachs Group Inc. Wachovia Corp. announced plans to cut 600 more jobs than it previously expected as it tries to slash costs because of losses on mortgage debt. UBS AG, Switzerland's largest bank, reporting Tuesday it had further losses and write-downs of $5.1 billion during the second quarter of 2008. Oil's decline drove the Dow Jones industrials up more than 350 points, or 3.1 percent, in the past two sessions; the financial companies' problems sent the blue chips down more than 120 points in early trading Tuesday before the drop in oil lifted the Dow off its lows. The U.S. trade deficit unexpectedly fell in June as exports advanced to an all-time high, offsetting another big surge in oil imports....

hi friend i want to subcrib to hbj recerch report for two month on trial basis for which i am ready to pay(2000) i want to know your f&o call hbj can provide f&o call to their paid subcriber or that much call given which display on hbj site reply ...

KYC norms are required form FIIs which will help to remove the black money in the market. Thus only genuine FIIs should be allowed to enter the market through official route and no such excess black money should be allowed to be invested in Indian Markets. This can reduce the dangerous volatility and stabilise indian markets after initial fall....

hi friend i want to know at lower lavel should i buy call , sbi ,rel cap...