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global nuclear majors eye india.
Posted by :
panasonicPrice when posted : BSE: Rs 2616.25 ( -2.08 % ), NSE: Rs. 2616.05 ( -2.05 % )
Tracked by: 0 Boarder
the only manufacturers of reactors in india at present, the company has been meeting global energy companies in the field....
Tracked by: 0 Boarder
also about always being wrong i could get some interesting post and interesting replies from no dick. Hats off to her
This one is from nodick for Tata Steel:
i think 150 wud be right price to buy as metal metldown in international market has started
Ratan tata wud shoot himself if he sees this. But fortunately some sane boarders replied.
NO-DICK, PRICE U R QUOTING AS IF WORLD HAS COME TO AN END. COME OUT OF UR SENSES. Are u a alien? Only they become enemies.
nodick,have you gone mad
TATA STEEL is mother of steel scrips in india n offcourse if there is a stock split?(no possibility)then i can agree with you
dont befool boarders by your foolish calls
Looks like no dick is a clown of disaster on all boards. Tata Steel at 150 and always right. Ha !
...
In reply to:
3.8 Rupees dividend this month
Posted by :
vikiitd
well ok one apology. The 1.8 Rs dividend was for 2007 and not 2008. I was not aware the keep the old info. Rs 2.0 is correct but i am not always wrong. This time i accept i was. 
njoy guyss..see da race nw
Posted by : vtycoonPrice when posted : BSE: Rs 1624.95 ( 1.52 % ), NSE: Rs. 1627.65 ( 1.65 % )
Tracked by: 0 Boarder
YEA HCC , PUNJLOYD 2 + above mentioned companies..yaar dese companies r nuclear deal benefiticary's. Da growth oppurtunites fr da companies will grow 2 da gr8 extent. dey can trade export etc
hence a short term impact fr 1 / 2 days will be shown on dre stock prices...GAP opening is expected
NUKE DEAL BENEFICIERIES..LIKELY TO JUMP ON NUKE DEAL CLEARANCE NEWS...
In reply to:
njoy guyss..see da race nw
Posted by :
JAGDISH GABA
vtycoon,you missed HCC,they had constructed Narora power reactor in distt,BULANDSAHAR in up and PUNJ LLOYD too will be great stock now
other than NTPC,what effect it will have on other power generating cos?i cant understand this theory,plz enlighten me
Tracked by: 0 Boarder
Hi Shock
thanx for ur detailed analysis.. i have rated your massage with XXXXX
waise, i hav also brought few ...
In reply to:
Commodity Meltdown
Posted by : ShockMarket
Hi kdeep,
Thanks for the wishes. Please post further messages on GMR Ferro board.
Yes, GMR Ferro is showing strength while Nifty shed some 175 points in last 2 sessions. However, I am not at all excited about the 10-15% gains in last 3 sessions. I will wait patiently for the GOLDEN MONTH. The month when GMR Ferro will hit continuous UCs and excite me to book profits :-)
I have following reasons to sit tight and buy on declines (unlike the case of Bellary Steels which I swing traded heavily last year and also recommended the same)
* The Q1 results are just too good.
* The free float is very very low. In other words, if you sell, there is no guarantee that you can buy back all your shares at lower price. There were days when GMR was trading at 54 levels and the volumes traded were only 900+ on NSE! People are just not willing to throw away their shares in panic.
* For the last couple of days we are seeing good volumes and the share price is also trending up indicating fresh buying interest. The delivery % has been very high for the last couple of weeks.
* The Operator is active. The delivery % on NSE today is about 94% (with over 1.1 lakh volume) where as on BSE is just about 35% (with just over 20K volume) indicating some manipulation! The Operator didn\\`t allow the stock to close in UC today and accumulated good volumes on NSE.
* The stock is traded on both NSE & BSE and has higher visibility than the ones traded only on BSE.
* Look at valuations of Mphasis BFL. EDS (based out of UK) owns about 52% of it. Its projected FY09 EPS stands at about Rs 15 and it is currently trading at Rs 250! That is the kind of valuation we should see for GMR Ferro as well. We only need to wait until it gets enough visibility. It will come with the name change (I expect it to happen after the AGM this month), FII holdings (lets see FII holdings after this quarter) or after it enters the GOLDEN MONTH :-). Remember how people were dying to buy Bellary when it was trading at Rs 10 and I was advising to sell?? No one wanted it at Rs 3-4. But when it hit UCs for weeks together everyone thought it was a GOLD MINE. Such is the mentality of the small investors.
Anyway, coming to concerns, there is a slowdown in the global economies and the commodities bubble has burst. China is only slowing down and not SHUTTING down! It still has HUGE plans and spending for the next decade. Further, GMR Ferro has a wide network and is not just dependent on China.
Today\\`s Quiz: Show me one company (other than GMR Ferro) which is held by a foreign company of Cronimet\\`s size and is trading at 1.5 PE! The triple-digit days are not very far for GMR! :-))
Shock!
Extension in AGM for 3 months
Posted by : sbaluPrice when posted : BSE: Rs 13.79 ( 0.44 % ), NSE: Rs. 13.75 ( 0.73 % )
Tracked by: 0 Boarder
Dear kumashish,
Just because we don't know certain inherent strengths of certain companies(which may be known to Experienced Investots), we can't brand either such Investors or Company as 'Stupid'...Hope you agree with me..!
With thanks,
-sbalu...
In reply to:
Extension in AGM for 3 months
Posted by : kumashish
But still they come out with results running into 1000s of crores topline and commensurate bottomline. Where are all the profits going???
It goes into buying those sick companies eSys and types...
Saw so many experienced investors getting hyper on buying those stupid companies.
Probably the only hope is to average your stocks at 5 or 3.
new plant set up at Pant Nagar
Posted by : vikiitdPrice when posted : BSE: Rs 14.12 ( -2.69 % ), NSE: Rs. 14.75 ( -0.34 % )
Tracked by: 0 Boarder
(RTTNews) - Pearl Polymers has commenced production at its new plant set up at Pant Nagar, the company said in a statement to the stock exchanges.
...
good stock for trading
Posted by : prasadrnPrice when posted : BSE: Rs 305.60 ( -2.02 % ), NSE: Rs. 305.95 ( -2.05 % )
Tracked by: 0 Boarder
No doubt this is a good company. But the interest rate scenario and the input costs will take a toll on the company's margins in the short term, (though it is relatively insulated compared with its peers due to the escalation clauses). You can invest in it from a long term perspective....
In reply to:
good stock for trading
Posted by : Guest
start accomulating IVRCl, it has very good order book, and even though tomorrow you can see bounce back to 330
CEMENT – SURVIVAL OF THE FITTEST
Posted by : vtycoonPrice when posted : BSE: Rs 584.65 ( -0.37 % ), NSE: Rs. 584.95 ( -0.52 % )
Tracked by: 0 Boarder
In the days before the newspapers, 24/7 news channels and advent of the internet, one had to depend on the “crier” who moved around, drawing people’s attention with music or drums and announced the “breaking news”. And despite the TV and the Internet today, one cannot help but think that the current news of the cement sector needs to be entrusted to the “crier”; that is the significance of the news!
The big cement companies – ACC and Grasim, have shown a sharp fall in their sales for the month of August. Why is this big news? Their sales for the month of August have not just dipped on a YoY, which would have been considered normal under the current circumstances but even on a month-on-month, there has been a sharp fall. This points a stern finger at the reality of today – there is indeed a slowdown and its impact is now spreading all around.
ACC, the country’s largest, registered a 2% fall in its August sales to 1.54 million tonnes (MT), the sharpest decline since February 2007. Its production declined by 5% to 1.52 MT. Grasim’s production fell sharply by 8.87% to 2.12 MT and despatches nosed dived 5.39% at 2.2 MT in August. On the other hand, Ambuja registered a 6.9% rise in production at 1.2 MT, while its despatches for August were up 7.7% at 1.24 MT. There could be various reasons for the fall – shut down of plant for maintenance, cyclical downtrend due to monsoon and in some cases, even cut down on production. But the very fact that last monsoon, the very same cement companies reported robust growth and now, are facing a downturn does mean there is a deeper problem.
Apart from the slowdown in the realty and infrastructure activities, the cement sector is facing its own systemic issues and two of these have a far-reaching repercussion. One is that of rising input costs. Coal, which accounts for 30-40% of the total production cost, has been soaring high for the past one year. Global thermal coal prices are currently cooling off after hitting a high of around US0 recently. Yet, the scene is different in the domestic market. Here, in India, there seems to be an acute shortage of coal and this is expected to keep the price of coal at higher levels in the current fiscal. The shortage of coal is so acute right now that cement companies are reportedly buying local coal from the open market at a 30-60% premium and at the same time, also importing.
So when the input cost is up, one would automatically assume that the companies would hike the cement prices, right? Wrong! Cement prices are infact cooling off. As per the dealers, cement prices are expected to go down by Rs 2-3 per 50-kg bag in western markets, including Maharashtra and Gujarat, in the next three weeks. Prices have witnessed a reduction of Rs 5 a bag last month in the northern markets. Now this could be due to the current fall in demand, which might perk up in the second half of the year, as realty and infra projects can get delayed but have to be delivered. But then this is assuming that the supply of cement remains the same. And that’s where lies the crux.
The cement industry in India is facing two problems when it comes to supply – huge capacities expected to go on stream and the cement from Pakistan now coming into India. Prices in India have witnessed a cool off right now due to cheap imports from Pakistan. Local dealers are estimated to have sold nearly 50,000 tonne of Pakistani cement in the past few months in Mumbai.
But the biggest issue is that of new capacities coming up. ACC plans to expand its capacity to 30.4 mtpa, Ambuja Cement to 25 mtpa and the Aditya Birla groups’ Grasim, including UltraTech, to 48.8 mtpa by 2010. This capacity expansion by the four bigwigs itself is expected to take the total production capacity to about 104.2 mtpa against the expected industry capacity of 300 mtpa, which means by the bug four alone are adding around 35% to the total industry capacity. The current installed capacity of the industry is 165 mtpa and we are talking of addition of 135 mtpa in the coming two-three years.
The smaller units are also in an expansion mode. Prism Cement plans to expand its capacity to 10 mtpa from the current 2.5 mtpa, Shree Cement also plans to hike its present capacity to 10 mtpa and India Cements to 18 mtpa. This would mean that companies which had concentrating on their traditional markets, like Prism currently sells in North India, would after the expansion, seek out other markets, like South and Western India. So this will not just impact the price of cement but would also collectively bring down the profit margins of the companies. These capacities are all expected to be online by 2010.
So what about the cement stocks? The market currently does not think too highly of the cement stocks. Large companies are currently quoted at PEs of 5-7 times while the mid sized ones of 3 to 4 times. The immediate second half of the current fiscal might be its last best run for some time. By next fiscal, new capacities would get added and this would take away the pricing power of the cement companies, which in turn means lower profit margins. The average profit margin at present is 23%, which is expected to reduce to 15% after all capacities come on stream. The profit is expected to get reduced by Rs 200 to 300 per tonne of cement. Unless companies change their product mix or make some more value add or step up exports, the going would be tough. Companies with higher product efficiencies, which ensure lower production costs and companies with low debts would survive better.
Cement prices could see an upswing in the second half and there could be a rally then but that’s about it. ...
NSE Announcements on Nu Tek India
Posted by : shenoyjnPrice when posted : BSE: Rs 182.45 ( -9.30 % ), NSE: Rs. 182.30 ( -9.24 % )
Tracked by: 0 Boarder
It is starnge that announcements of Silverline Animation and Nutech India are psoted under one heading by MMB messenger; despite being posted earlier. there is no clarification...
In reply to:
NSE Announcements on Nu Tek India
Posted by : MMB Messenger
Nu Tek India Limited has informed the Exchange that the Annual General Meeting of the Company will be held on September 27, 2008. The Register of Members and Share Transfer Books of the Company shall remain closed on September 27, 2008 for the purpose of Annual General Meeting.
Tracked by: 0 Boarder
well ok one apology. The 1.8 Rs dividend was for 2007 and not 2008. I was not aware the keep the old info. Rs 2.0 is correct but i am not always wrong. This time i accept i was. ...
In reply to:
3.8 Rupees dividend this month
Posted by : vikiitd
Hi No Dick !! how are you. Now you are after me in spanco too. I thought you left me and we broke up. Anyways i am already falling in love with you. Please check the Corporate Info on BSE for Spanco before posting here.
Reliance may not fall below 1700 in 2008
Posted by : rk_singalPrice when posted : BSE: Rs 2079.40 ( -3.40 % ), NSE: Rs. 2080.90 ( -3.32 % )
Tracked by: 2 Boarders
what are your views on Indian Hotels...
In reply to:
Reliance may not fall below 1700 in 2008
Posted by : sridharan_dusi
Dear emkay stocks
I am happy and thankful for your detaled post and shall take note of your views.
Sridharan
Tracked by: 0 Boarder
Hi No Dick !! how are you. Now you are after me in spanco too. I thought you left me and we broke up. Anyways i am already falling in love with you. Please check the Corporate Info on BSE for Spanco before posting here. ...
In reply to:
3.8 Rupees dividend this month
Posted by : Nodick
vikitd always incorrect
open offer?
Posted by :
salonivPrice when posted : BSE: Rs 44.55 ( 1.14 % ), NSE: Rs. 44.65 ( 1.13 % )
Tracked by: 0 Boarder
wht happened to rumoured open offer? and stake sale by icici.anyways in a weak the stock seems gaining strength @42-44 range...
Tracked by: 0 Boarder
when bear market turns to bull market kaashyap will go up again even above 10...
In reply to:
request to some boarders
Posted by : ramtronics
Here I am requesting the boarders who speaks negative about Kaashyap to check the historical prices of Kaashyap Technologies. Do you know that on 18th August 2006 the share price of Kaashyap was just 0.13 and in January 2008 the share price went sky rocketing and reached above Rs.8 it means that the share price went up 60 times from 0.13. If a small investor has invested rupees 25,000 at the time when the share price was 0.13 and if he had held it till january 2008 his investment of rupees 25000 would have fetched him fifteen lakhs (15,00,000). Can other companies with very good fundamentals as you people always speak about provide you with such an opportunity. After all money is money it does not matter from which company you earn it provided it has at least average fundamentals. I have seen so many companies with very good fundamentals and very good administration struggling to at least double their share price in a year. Is there any one to argue on what I have mentioned. Those who post negative messages about Kaashyap I am requesting them that if Kaashyap has any negatives why are you people interested in this Kaashyap message board you can move on to some other companies message board which have good fundamentals and very good administration and you can make your investment there. Dont try to fool people with negative messages please.
How apply for open offer
Posted by : MOORDANPrice when posted : BSE: Rs 450.25 ( -8.77 % ), NSE: Rs. 450.70 ( -8.66 % )
Tracked by: 0 Boarder
I have not yet received any open offer.I agree there is a foul play.Hope the concerned authorities will take action....
In reply to:
How apply for open offer
Posted by : Guest
I stay in hyderabad. I got booket only on 1st september. But On the booklet the posting date mentioned was 11th August and it was posted from Hyderabad Karvy office. There is surely some foul play here. Is SEBI listening ????
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