Telecom sector r most effewctive sectors for buying but in some companies. In private sector Airtel, Rcom and Tata only the companies which can stay for long term becuase:- 1. a Increse Spectrum charges 2.Cut termination charges 3.Pay per second plan is huge bomb on their revenues 4.Number portability 5.Established govt. brands mtnl, bsnl 6.Tata, Rcom and Airtel have capability to bear losses atleast one yr and new companies may not stay for long term in this sector Investment in these companies with a view for 3 yrs can ive higher return. Please give ur views also....

Tommorow Opening Analysis. If Nifty Close below 5000. Then tommorow opening will be in red or negative. Or If mkt close above 5000 then tommorow opening will be in green Or positive. Considering 7 lac shares r join 5200 call december option. and 2.5 lakh reduce from 4800put december option. Now I m waiting for ur views. Please share ur views also. Thankyou....

Dear whatsup, thanks for very much for clear and reserchable reply.few years back one of my friend(Enam securities analyst) told me buy and forget this scrip..dont look day to day movement..It should touch 1000 long run!!!!!!!!i know this target is unbelivable. but make sense to hold these type of shares into long term portfolio regards stock hunter...

Telecom sector r most effewctive sectors for buying but in some companies. In private sector Airtel, Rcom and Tata only the companies which can stay for long term becuase:- 1. Increse Spectrum charges 2.Cut termination charges 3.Pay per second plan is huge bomb on their revenues 4.Number portability 5.Established govt. brands mtnl, bsnl 6.Tata, Rcom and Airtel have capability to bear losses atleast one yr and new companies may not stay for long term in this sector Investment in these companies with a view for 3 yrs can ive higher return. Please give ur views also....

In Telecom sector I think TATA , Reliance and Airtel these 3 companies can carryon its business for long term because 1.Enough Competition 2. Increase sppectrum charges 3.Cut off termination charges 4.One per second plan also a big bomb for its revenue 5.New companies cant stable its earnings 6.Aready govt brands r there MTL, BSNL. New companies cant stable its earnings. And in private sector only these 3 companies can stay for long term. And increase tehir revenue by increasing sales beacuse It have capability to bear losses atleast one yr. It will help to remove new competition. Currently their shares r providing at very best level. After 3 yrs these can give atleast 80% or more return. ...

Yesterday some targets r hit but the target for closing is nealy hit. tara23 was the perfect analysis for closing strategy (narrow range) Today please analyse closing and please also analysis tommorow opening. Considering the following matters. 1. Nifty is not breaking 5140 on upside 2. Nifty is not breaking 5080 on downside 3.DOW and Nasdaq was close on upside 4.European mkts also direct the mkt direction after 1pm 5.Till Put option r more active then call options 6.Rel bonus has been covered now they can lead mkt to downside 7. Any other factor that u know My Opinion :- If Nifty break 5140 decisevely then it will close near by 5180. And if it breaks 5080 decisevely on downside then it will close 5021. My Strong opinion is that mkt will round b/w 5080 and 5140. For Tommorow opening I will analyis after 3 - 3.30PM. And Please give ur views Thankyou....

hi whatsup, i too hold this share at very higher level. can u tell me how much it can move from this level...

StockHunter:
I answer this question with much skepticism.. as the highest venkys has reached (from 2005 till date) is 288 in Jan 2008.

That having been said we should look at the fundamentals of the company and market outlook.

Market Outlook: Prices of agro commodities have jumped increasing the prices for vegetables and Poultry feed.

Earning potential of individuals specially middleclasses have improved substancially.

Poultry prices and prices of eggs have also increased..but we havent seen an increase in the prices of poultry companies such as venkys.
Considering the impending OIL crisis and increase in prices of fertilisers I expect the rise in prices to be a permanent feature and hence the top line and bottomline of Venkys should/will also reflect the increase.
========================
Venkys Market Cap: 212Cr
Sales 12 Trailing Months(TTM): 634Cr
Net Profits TTM: 33.96Cr
Gross Profits TTM: 59.7Cr
Taxes TTM: 16.93Cr
========================
Venkys is labelled as a Non Vegetarian stock which makes the gujrati and other veggie lovers to shun the stock..

Ideally a company of venkys commanding stature in Poultry industry (Dr BV Rao was honoured with Padmashree) should get a higher multiple but due to the apathy of the investing public(veggie lovers)the stock languishes..

Also the promoters are not agressive promoters of their company.

Ideally the stock should quote at Minimum 10 times it net profit: 339 Cr
OR at the higher level 10 times its gross profits: 597Cr
==================================
I see higher potential for Venkys
1. As the company is a safe bet with leadership position.
2. Financials are great(credit rating)
3. Promoters have increased stake to more than 50%
=================================
It is close to its lifetime (5 year highs) but looks like it is all set to break those levels.. I expect Ideally the stock to reach a market cap of atleast 300Cr ie a 50% gain from these levels..

=happy investing





...

Radhika:

Drones are used as the leaders are always deep inside their safe territory..

If a manned mission is going to be used then the time it takes the manned mission to reach the target location the target would have moved..

=================================
Regarding GOD/ONE: As krishna put it you die into me and you are born from me.. there is no difference of birth or death.. hence at the supreme level there is no joy or sorrow.. no right or wrong.
=================================
Which comes to the moot point what are we here to achieve? That is a difficult question to answer.. We are here to do the right thing!! but the definition of right or wrong is subjective.. bhishma and Arjun both were doing the right thing as per their own prespective..
=================================
We always need to have gods grace which is nothing but a clear conscience..
=================================
As they say in the matrix to neo.. you are the 5th person to destroy/merge with the matrix.. the cycle of construction and destruction is a continious process..
=================================

=happy investing...

Information like this should be freely available to all.. This will help improve/trigger response in people who are dedicated to the cause..

I am sure there are people/ngo who could make use of this strategic vision and data to good use..

Information about govt schemes and programs for alleviation should also be made available..

Newspapers and TV ADS should be made to communicate the message.. (look how well we sell Mobile phones and Cornflakes.. but are not able to get the message across for such fundamental changes required at the core level..)

...

considering the smart move to 220 levels in a short time frame investors need to wait and watch for news flow to happen..

looks like there is going to be big news flow soon

considering price of dal/pulses and chicken are at competing levels you can expect topline growth to be good going forward..

basic food commodities are in much demand..

=happy investing....

It is a long term fundamental buy also considering its market cap of only 300Cr..

New capacity buildup for value added corn derivatives..

It can easily runup to 50 - 80 levels... on a long term basis.

Promoters had buyback at Rs 35 levels 1 few years back.

=happy investing...

Gammon Recommendation:
Valuation:

At current market price, stock is trading at 14.72 P/E multiple of its FY2011 estimated earnings par share. We recommend investors to buy "Gammon India" at every correction with medium to long-term investment prospective.


Source: Stockideas dot-com
...

Gammon History Part II:
Company`s R & D division developed, fabricated and put into commission the headmast and tail- mast for 700 m span cable ropeway for Alamatti Dam as also 1500 mm dia. double-wall casing for executing the pile foundations for transmission towers at Tezpur for 60 m deep piles. It also designed and manufactured a special reverse circulation-pilling rig for 1500 mm diameter piles capable for depths upto 75 m. This division also developed special techniques for installation of 1500 mm diameter piles for a Bridge across Brahmaputra River at Jogighopa. Sikkim Hydro Power Ventures Ltd, a Special Purpose Vehicle Company was incorporated for the development of 60 MW Rangit - II Hydro Electric Power Project in Sikkim is a subsidiary of Gammon Infrastructure Projects Ltd.

Products & services:

Company has presence in all areas of civil construction. Company has executed many multifarious civil engineering works from Cotton Godowns, Bridges, flyovers, bitumen & concrete Roads, Marine Structures, Cooling Towers, Chimneys, Tunnels, Dams etc. Company has specialization in tunnel engineering, marine structures, bulk storage structures, energy projects & high-rise structures, ground engineering & environmental protection, hydraulic works & irrigation projects, industrial structures, public utility structures, transport engineering, bridge engineering. Gammon has established strong presence of pre-stressed concrete in India. Company can claim for the largest numbers of bridges and flyovers built in India.

Company provides start-to-end solutions like the Builders and contractors, reinforced concrete specialists, engineers, architects, surveyor`s estimators and designers. Gammon is the only Indian Construction Company to have been accredited with ISO 9001 certification for all fields of Civil Engineering Works including design, stands out as gateway for Technological and Engineering excellence in Civil Engineering fields. Company has dedicated and experienced team of planners, designers and construction engineers are ever ready to contribute their expertise together and turn vision into reality. Company made the longest river bridge in the world across the mighty Ganges at Patna. The tallest bridge in Asia, the longest span cantilever bridge in India across river Jadukata, the longest road bridge in India across the open sea and first cable stayed bridge in India. As builders to the nation, Gammon has made concrete contributions by designing and constructing bridges, ports, harbours, thermal and nuclear power stations, dams, high-rise structures, chemical and fertilizer complexes environmental structures, cross country water, oil and gas pipelines.

...

Radhika:

Drones are used as the leaders are always deep inside their safe territory..

If a manned mission is going to be used then the time it takes the manned mission to reach the target location the target would have moved..

=================================
Regarding GOD/ONE: As krishna put it you die into me and you are born from me.. there is no difference of birth or death.. hence at the supreme level there is no joy or sorrow.. no right or wrong.
=================================
Which comes to the moot point what are we here to achieve? That is a difficult question to answer.. We are here to do the right thing!! but the definition of right or wrong is subjective.. bhishma and Arjun both were doing the right thing as per their own prespective..
=================================
We always need to have gods grace which is nothing but a clear conscience..
=================================
As they say in the matrix to neo.. you are the 5th person to destroy/merge with the matrix.. the cycle of construction and destruction is a continious process..
=================================

=happy investing...

HarshadKetan:

Indians are not allowed to buy land in J&K and Arunachal Pradesh.

Also there has been little or no development.

If people are happy then there is no need for political uprising.
==============================
Also a Strong center (Congress in Majority) has made Naxals active this is most likely due to the fact that regional parties have lost control and they are unleashing the dogs on the Congress..(Keep them busy so that there is no development)

China is a case of "Power Corrupts, absolute power corrupts absolutely"

I think we have to play the waiting game .. sooner or later the people of china will rise ..

We just need to ensure that borders are secure and people are satisfied.. education and decent living standards are a must!!

There is no need to fight with china.. China will have internal problems as reported in news media. They also have large ethnic (moslem/muslim) populations and life without basic freedom will be a difficult combination.

=happy investing...

HarshadKetan:

Truth has no religion and criminals also donot have religion.

All Religions are in place to guide/provide normal human beings with instructions on how to lead a normal life.

Some elements of the society will twist the truth to get the crowd behind them.. using a religious undertone..

We are very much conditioned by our society.

take for instance veg and non veg.

Life exist both in plants and animals but still there are "cruelty to animals" rights group but no "cruelty to plants".. rights group why??

The logical reason is because animals have eyes, ears, mouth and can speak so you can relate to an animal more than a plant this sub-consciously makes us sympathetic.

(just like everybody will subconsciously feel at ease when they hear someone talking to then in their mother tongue)

Hindu religious customs have animal sacrifice but keeping with the times we will peel a banana put some tilak and then cut it and offer it to the gods...

knowledge is the key to opening your eyes/mind.

As has been said:
God grant me the serenity
To accept the things I cannot change;
Courage to change the things I can;
And wisdom to know the difference.

The most important line is
"WISDOM TO KNOW THE DIFFERENCE"

=happy investing...

Radhika:

Divident earned cannot be sufficient as already mentioned it is a very small percentage 1-5% of cmp

I would however suggest that divident stripping can be an excellent idea.
ie buy as soon as the divident record date is announced and sell after divident..

Now since most companies pay divident in different quarters you can plan in a way to get 3% every quarter that would be 12%

Another variation of divident stripping would be to buy as soon as divident is announced and sell just before the record date as the stock generally moves 5-10% between these time frame..
you will receive more than the divident amount from the movement of the stock itself.

=happy investing...

Radhika:

Swine flue medicine can be made by (Cipla, Hetero, Ranbaxy, Natco)
They are all waiting for a go ahead by the Indian govt.. (I think the govt will make a one time payment to Roche and Glaxo where in they can go ahead and make millions of doses.. based on population size.)

There are 2 medicines available for Swine flu - tamiflu (roche) and Relenza (Glaxo)

Infact if you have already taken tamiflu and you contract swine flu then you should take Relenza as tamiflu will no longer be effective..

Another important thing is Serum institute in Pune is going to produce the vaccine for swine flue and it requires Specific Pathogen Free (SPF) eggs which venkys will provide.

Serum institute is one of the largest vaccine manufacturers in the world..

Venkys can produce about 2.5 million eggs for creating vaccines in a month

Venkys is one of the few companies in the world that can produce SPF eggs used for creating vaccines. Each egg sells for USD 2-3 per egg.

Serum is privately owned by Poonewalla group.

Homeopathy also is available called: Influenzum another medicine is : Gelsemium

=happy investing...