NAUGHTY007's Message History
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ITC
Reply By uri27
Date: 18th Mar, 2010 - 04:36
BSE: Rs 262.85 ( 1.23 % ), NSE: Rs. 262.85 ( 1.17 % )
So This Yr ITC is sure giving bonus --but how much bonus --As i have 200 shares --so pls advice me --can I Purchase more so tht will get bonus shares soon...
Neyveli Lignite
Reply By mukut
Date: 17th Mar, 2010 - 22:59
BSE: Rs 159.20 ( 1.79 % ), NSE: Rs. 159.50 ( 1.95 % )
It is the govt who is hammering these good quality stocks. However don`t what will happen during FPO. Reliance folk coming for IPO without power plan and getting good response.
PSUs has track record of good profit, dividend still not getting good response....
naughty at what price i should exit?...
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Key Investment Debates
MORGAN STANLEY
• Macro forecast: Politics are in good shape, in our view, and we believe this should allow reasonable policy momentum. The government is already moving forward with significant tax reforms, and we expect infrastructure spending to pick up pace in the coming 12 months, especially in electricity and roads. We forecast GDP growth of 6.7% and 8% in F2010 and F2011, respectively, ahead of consensus. More important, for the market, industrial growth is likely to accelerate over the coming 12 months. The acceleration in industrial growth is likely to close the output gap faster than current consensus expectations. Supply-side factors, including the availability of capital and its cost, favor a trough in capex and a recovery in the coming 12 months. We don’t believe this is yet in the price.
• Earnings growth: We are now looking for 15% and 23% growth for the BSE Sensex constituents on aggregate in F2010 and 2011, respectively, compared consensus figures of 4% and 22%. Revenue growth seems to have bottomed, in line with our view that industrial growth is likely to accelerate in the coming months. The strength of the recovery could have upside in excess of our forecasts, depending on the execution of policy reforms. The corporate sector seems to have cut costs, and thus margins have improved sharply. The macro environment (i.e., higher consumer price inflation vs. wholesale price inflation after adjusting for food prices) favors a robust rebound in margins in the coming four quarters. We thing these three factors set the scene for strong earnings growth over the next 12 months. It is quite likely that broad market earnings growth will accelerate faster than the narrow market, as we saw in the previous cycle. We expect broad market earning growth to average 20% and 25% in F2010 and F2011, respectively.
• Valuations: The market’s valuations do not currently appear attractive to us, although neither are they stretched. However, the prospects of earnings upgrades means that valuations could, in hindsight, turn out to be attractive. On our top-down estimates, the Sensex is trading at 17.5xand 14xF2010 and F2011 earnings, respectively. The 12months trailing P/E for the MSCI Index is at 30% premium to the emerging market multiple .At a 10-year bond yield of 7.6%, investors are realizing a risk premium at 6.4% which suggests that the market is attractive for long-term returns. However, at the margin, long bonds appear interesting especially from an ownership, supply, and valuation perspective. Returns from long bonds are likely to be constrained by rising domestic short yields, however, and, our-of-the-consensus view on US long bond yields. We think equities offer better returns than bonds.
• Ownership, equity supply, and liquidity: FII ownership is coming off a 51/2 -year low. Rising equity supply could cause a problem for the market if it gets bunched up, as we saw recently. Excess liquidity in the system is likely to reduce as growth gains pace. Market behavior in the previous two tightening cycles has been mixed, and hence is inconclusive.
• Sentiment: The market can no longer rely on depressed sentiment as a guide to better returns, in our view. Sentiment is mixed and suggests reluctant participation best illustrated by the neutral position of our proprietary market timing indicator. Some components of our proprietary composite sentiment indicator, notably momentum metrics and volatility measures, suggest that the market could sell off. We think market participants should keep an eye on breadth and trading turnover.
...
NMDC
Reply By skshare
Date: 17th Mar, 2010 - 17:23
BSE: Rs 363.30 ( 8.87 % ), NSE: Rs. 362.15 ( 8.67 % )
dear naughty
are you applying in persistant ipo opening tommorrow?
rating by crisil is 4 and valuation look attractive ?
sks
...
NMDC
Reply By eagle's eye
Date: 17th Mar, 2010 - 15:24
BSE: Rs 364.20 ( 9.14 % ), NSE: Rs. 363.50 ( 9.08 % )
nifty may not rally too much as rbi unveils plans to raise various rates... inflation is already too high and since divestment targets for this year already met, RBI may raise rates to discourage and upset market sentiments.
Results may not be that well what advance tax figure suggests.
Eye!...
NMDC
Reply By e_tracker
Date: 17th Mar, 2010 - 15:20
BSE: Rs 362.00 ( 8.48 % ), NSE: Rs. 363.20 ( 8.99 % )
I think its something got to do with mines,.. some kind of ore.. or may be some govt move... cos both Hind Copper and NMDC shot up.. like crazy.....
instead of 150 we r seeing 50!!!!...
Shree Renuka
Posted by : NAUGHTY007
Date :17th Mar, 2010 - 22:32
BSE: Rs 76.00 ( -3.61 % ), NSE: Rs. 76.05 ( -3.55 % )
another coy tanks after bonus like in ril,jp ass etc...
ICICI Bank
Posted by : NAUGHTY007
Date :17th Mar, 2010 - 22:25
BSE: Rs 949.10 ( 1.97 % ), NSE: Rs. 948.55 ( 1.94 % )
hi guys -in this nifty rally shd one exit banks within a day or so-ur opinions pl?...
Dhampur Sugar
Posted by : NAUGHTY007
Date :17th Mar, 2010 - 22:21
BSE: Rs 79.80 ( -3.91 % ), NSE: Rs. 79.75 ( -4.20 % )
the last hour was very bad-i learn there was some problems in their factory and huge liability is due...
Usha Martin
Posted by : NAUGHTY007
Date :17th Mar, 2010 - 22:17
BSE: Rs 93.80 ( 2.57 % ), NSE: Rs. 93.70 ( 2.29 % )
dont short-mt/lt bullish -keep track of nifty levels also
with qip we shd c 100+ again...
TCS
Posted by : NAUGHTY007
Date :17th Mar, 2010 - 22:16
BSE: Rs 840.70 ( 1.76 % ), NSE: Rs. 840.70 ( 1.41 % )
good news
15 Mar 2010 14:29
hold
Posted by : NAUGHTY007
Price when posted : BSE: Rs 815.70 ( 2.38 % ), NSE: Rs. 818.50 ( 2.70 % )
View full discussion
what a strong bounce-shd cross recent highs of 829... ...
Tata Motors
Posted by : NAUGHTY007
Date :17th Mar, 2010 - 22:14
BSE: Rs 779.95 ( -0.83 % ), NSE: Rs. 780.50 ( -0.71 % )
shd rally to todays highs tomm...
hope crosses 290+ this wekek...
shd cross 300 now in march...
suresh bhai trade as powergrid -its level or its speed of turtle in last 6-8 months-tarading around 105...
sell at each higher levels ...
i have decided to c this board/share only once a week-bye...
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