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Decoupling days are coming ahead.........
Posted by :
WhatsUPPrice when posted : BSE: Rs 25.00 ( -18.57 % ), NSE: Rs. 25.15 ( -18.21 % )
Tracked by: 2 Boarders
GoldChest:
In the recent selling of treasury bills there were no buyers..
Which means people are not buying US treasuries.. infact the rate of return on T Bills has increased in the last couple of days..
The reason the dollar is strengthing is due to the fact that most of the global trade is done in dollars and you need dollars to buy and sell.. in todays market there are no buyers and sellers for dollars as nobody wants to lend them (for the traders to buy and sell so the value of dollar has risen due to demand from traders/exporters)
yes going forward the dollar is worthless.. but I think when the dollar becomes worthless.. US Exporters will swamp the market..
imagine US becoming the manufacturing hub of the World!!!
When the dollar has depreciated Airbus started manufacturing certain parts in US (As long term they see the dollar loosing strength..)
Till now US was the only country happy to spend all that it wants .. (And have a strong Dollar) imagine US being a country that wants to export .. all thet it can just like china and all other countries..
(It will want a weak dollar)
US is directly walking towards the japanese model.. low interest rate.. export oriented.. Infact when the market was collapsing the Fed took some advise from the japanese Central bank and bought all the housing assets.. (Japan did that almost a decade back to make its bank solvent..)
Dollar down.. yes.. how down.. dont think it will be Rs 10 per dollar
I think we (India & other exporting countries) will not be able to withstand a dollar below Rs30-35.
There is also an excessive capacity buildup.. in certain industries.. you can expect those industries to do badly.. as demand destruction is happening as we speak..
Only the strong survive!!!..
=happy investing.
...
In reply to:
Decoupling days are coming ahead.........
Posted by : goldchest
Dear vkk43,
The rise in the Dollar may be baffling many including yourself,but the explanation is very simple.
The low Interest rate regimes in the US and Japan had ensured copious money flows that drove the Bull Market of the last 4 Yrs. Stock and Commodity Markets in every country received heavy Money flow. When the big Financial Institution in USA ran into trouble Liquidity tightened and Risk aversion rose.Large Institutions rushed to liquidate their liquid Assets in all Markets to shore up their Cash positions.These funds were not diverted to other RISK Assets,instead got parked in US Treasury Bills.The Dollar had to strengthen.
Please keep in mind that this Dollar strength is temporary,till Markets stabilise.Once sanity returns the Dollar will start a slow but long decline.I expect it to lose half its value over the next decade.Mind you the Japanese Yen has strengthened against the Dollar as Japanese are prefering to take their money home to a zero Interest rather than seeing their Wealth erode.
I will be keen to SELL the Dollar forward(1 to 2 Yrs) using the Option route in the Global Markets.
This is the right time for Exporters to Sell their Dollar incomings into the Forward Market,unfortunately they did so in the first 2 Qtrs of 2008 and are suffering massive Treasury losses.
I hope you are now getting a better picture.
Regards!
Goldchest. 
Tomorrow`s PROJECTIONS for this STOCK
Posted by : DUstocksPrice when posted : BSE: Rs 1111.00 ( 2.68 % ), NSE: Rs. 1111.75 ( 2.62 % )
Tracked by: 0 Boarder
Well Sir, stocks of my choice are listed at my HomePage. And, even if these LISTED stocks tank by as much as 50%, they will not accrue me loss of even a penny. The secret to profits (and consequent wealth) lies in the choice of suitable EQUITY-MANAGEMENT OPERATIVES and not is any GRAND list of loss-proof stocks !
The list of stocks provided at my HomePage represents my personal choice. I prefer well-moving stocks (even if a bit too volatile) to purely defensive, long-term stocks. The reasons is simple ... I attempt extracting maximum juice (read `profit`) out of intraday and swing movements, rather than from some rigid term investment. Also, my positions remain 100% `covered` ALWAYS ... even if that compromises some of my profits ! Cheers....
In reply to:
Tomorrow`s PROJECTIONS for this STOCK
Posted by :
sandyp
Hi DUstocks,
Thanx for reply & spending your valuable time for the interest of small investors by sending SOT on stocks. Now I am requesting u that The market is so deep & may be go so deep, at that time please comunicate the list of the stocks which we shall BUY to cover our huge losses in future ? At the same time give the list of porspering stocks with LONG TERM basis of 10 years to earn HUGE profit with minimum risk. I hope & assure U shall do this as ur being DISTIGUISHED PERSONALITY.
For this act of kindness we shall remain greatful for u foraver.
Once again thanx
BSE Announcements on NIIT Tech
Posted by :
itguruPrice when posted : BSE: Rs 65.70 ( -7.59 % ), NSE: Rs. 65.35 ( -8.35 % )
Tracked by: 0 Boarder
its an attempt to create panic deliberately.niit tech is a very investor friendly company which has distributed 65percent dividend for last two years.this is the only company which maintained post bonus divident payout of 65percent.the companys share price is quoting around 2 p/e.also its very strong fundamentals make it a superb buy....
In reply to:
BSE Announcements on NIIT Tech
Posted by : Guest
British Airways is a large customer of NIIT TECH. BA has only revised the deal. They are sending all on-shore people to off-shore so that they are able to cut cost. So management is coning the investor by saying, its a new deal.
Secondly Management says TTL and insurance are great verticles for the comany. What happened to Banking, if I amy ask. Till last year they were saying the Banking verticle is also a big but what happened? No significant contract for past 2 years. So now management has convinently dropped Banking as a growth story.
On TTL front, the head of TTL has resigned and moved on...so we are seeing flight of top management.
On insurance Mr Sharat Anand has been made head. This man is a genius when it comes to treasury and forex but has no clue of any aspect of banking or insurance. So here we see the lack of vision.
The only thing this company is working on is a 25 acre complex at Greater noida. So I value this company on the basis of land value + reserves it holds and as per my calculation the share price should not be more than Rs16.00. But consider some valuation of the existing relationship, I think Rs50.00 is a right value for this share.
Larsen Sept qtr PAT seen up at Rs 530.1cr: P Lilladher
Posted by : MMB MessengerPrice when posted : BSE: Rs 889.15 ( -8.02 % ), NSE: Rs. 890.35 ( -7.88 % )
Tracked by: 0 Boarder
Prabhudas Lilladher has come out with its earning estimates on construction sector for the quarter ended September 2008. According to the research firm, Larsen & Toubro's September quarter revenue is expected to go up 27.3% at Rs 70,991 million (Rs 7099.1 crore)....
Right issue only to increse promotor holding
Posted by : shrenikbothraPrice when posted : BSE: Rs 80.65 ( -11.18 % ), NSE: Rs. 80.80 ( -11.01 % )
Tracked by: 0 Boarder
One more thing that i wanted to share is - remember the promoters have lost 18/- earlier by subscribing to the warrants priced at 170-180/- . Now they are subscribing to the rights issue @ 96/- so their cost would come out to 114/- or so - but don`t forget they are buying from open market as well but not to the extent of what they got in rights issue - so even if we take the 5% limit for open market purchases their cost should come any where near 108-110 levels which is 25% higher than what the CMP is quoting.
So be sure to see the share price of this company anywhere near 110-115 levels once the market sentiments improve -
The promoters holding after the rights issue and from open market purchases would increase to 48-49%.
The company is sitting on 9000 crores of liquid treasury bills(which is equal to cash) and by fridays closing price the whole company is available for 14+K crores. STRANGE BUT TRUE.
So guys don`t be SHORT in it - and enjoy the ride(whenever it starts)
...
In reply to:
Right issue only to increse promotor holding
Posted by : shrenikbothra
Its been almost 36 hrs since the rights issue closed down and the management is yet to confirm (either on their website or at bse or nse) whether the issue has been fully subscibed or not - all the print media has been stating that the issue has been undersubscribed and hence should get dissolved - this will result in the scrip opening gap down - but i have a feeling that the promoters would try and garner what they can from the open market because of this artifically built sentiment - according to me i think the promoters shud come out with a statement only on tuesday stating that the issue has been fully subscibed - this should in turn boost the sentiment in the scrip and should give 10-15% return in the short term -
in short - Mr.Prabhu Deva don`t keep your SHORT positions OPEN for too long `cause it won`t be surprised that you may loose everything you earned -
Try and catch whatever you can tomm morning - and just sit tight - the investments would do wonders in the years to come . TRUST ME.
Need Guidance
Posted by : WhatsUPPrice when posted : BSE: Rs 95.85 ( -8.28 % ), NSE: Rs. 95.85 ( -8.32 % )
Tracked by: 0 Boarder
vkk43:
I think your question is pretty straight forward (at least this one)
and should be answered for free.. I am sure he is already getting paid by money control to join the chat..
Its worth a try
=happy investing....
In reply to:
Need Guidance
Posted by : vkk43
I think since LT capital gain is exempt u/s.10(38) hence LT capital loss on shares sold thru SE where STT has been paid is a total loss and cannot be carried forward. I hv to look into it.
So far Mr. Sandeep Shanbhag giving reply to my query is concerned, once I had posted to him a query and he has asked me to send him a DD for Rs.5000/- to get his reply.
Only ST capital loss can be carried forward to be adjusted against future capital loss.
Decoupling days are coming ahead.........
Posted by : vkk43Price when posted : BSE: Rs 25.00 ( -18.57 % ), NSE: Rs. 25.15 ( -18.21 % )
Tracked by: 2 Boarders
Thanks for your views. It has cleared a lot of my doubts as to why dollar is gaining vs other European currencies.
US $ will lose half of its value over the next decade - surprising.
As rightly said by you, most of the exporters hv already booked them for 1-4 years at 40/- and now stand no chance to avail of this opportunity.
When I put this question to someone, doing forex business, he told me that Europe too will face financial problems going forward. Let us wait and watch....
In reply to:
Decoupling days are coming ahead.........
Posted by : goldchest
Dear vkk43,
The rise in the Dollar may be baffling many including yourself,but the explanation is very simple.
The low Interest rate regimes in the US and Japan had ensured copious money flows that drove the Bull Market of the last 4 Yrs. Stock and Commodity Markets in every country received heavy Money flow. When the big Financial Institution in USA ran into trouble Liquidity tightened and Risk aversion rose.Large Institutions rushed to liquidate their liquid Assets in all Markets to shore up their Cash positions.These funds were not diverted to other RISK Assets,instead got parked in US Treasury Bills.The Dollar had to strengthen.
Please keep in mind that this Dollar strength is temporary,till Markets stabilise.Once sanity returns the Dollar will start a slow but long decline.I expect it to lose half its value over the next decade.Mind you the Japanese Yen has strengthened against the Dollar as Japanese are prefering to take their money home to a zero Interest rather than seeing their Wealth erode.
I will be keen to SELL the Dollar forward(1 to 2 Yrs) using the Option route in the Global Markets.
This is the right time for Exporters to Sell their Dollar incomings into the Forward Market,unfortunately they did so in the first 2 Qtrs of 2008 and are suffering massive Treasury losses.
I hope you are now getting a better picture.
Regards!
Goldchest.
Tomorrow`s PROJECTIONS for this STOCK
Posted by :
investor11Price when posted : BSE: Rs 1111.00 ( 2.68 % ), NSE: Rs. 1111.75 ( 2.62 % )
Tracked by: 0 Boarder
I do agree he never recomnd he just indicate support level,it up tp you to accept his views or not,better not to criticise him,rather we should criticise those boarders who intentionaly for personal gains mislead us....
In reply to:
Tomorrow`s PROJECTIONS for this STOCK
Posted by : googol
1202
Friend,
DUstocks is not a tipster but a methodologist.
He is doing a very good service in MMB and many have benefited because of him.
Check for details before criticising anyone and if X fails do not be blaming A~Z.
Thanks
Tracked by: 0 Boarder
They did not reply to me either....
In reply to:
Sbt will rock in dis month
Posted by : Leave it.
Dear Investor11,
I have such information offcially. Only in MMB I read such news. I sent a mail to the registrars and got no reply.If I get I shall inform you certainly.
May I suggest you also to post a mail to the registrar?
v.krishnamoorthy
Alstom Projects - Buy
Posted by : investor11Price when posted : BSE: Rs 266.10 ( -13.52 % ), NSE: Rs. 265.60 ( -13.10 % )
Tracked by: 0 Boarder
Everything looks attractive now but market under treamandous pressure and even minor bad news can trigger fall,Inspite of good fundamentals we must remeber that Alstom has not yet reached to the level from where bull run started,and also FII being MNC has large holding these two factor may lead to further fall of this strong stock....
In reply to:
Alstom Projects - Buy
Posted by : mny_matters
stock has reached to the attractive valuation. commodity prices are also declined ,
Need Guidance
Posted by : vkk43Price when posted : BSE: Rs 95.85 ( -8.28 % ), NSE: Rs. 95.85 ( -8.32 % )
Tracked by: 0 Boarder
I think since LT capital gain is exempt u/s.10(38) hence LT capital loss on shares sold thru SE where STT has been paid is a total loss and cannot be carried forward. I hv to look into it.
So far Mr. Sandeep Shanbhag giving reply to my query is concerned, once I had posted to him a query and he has asked me to send him a DD for Rs.5000/- to get his reply.
Only ST capital loss can be carried forward to be adjusted against future capital loss.
...
In reply to:
Need Guidance
Posted by : WhatsUP
Vkk43:
It seems sandeep shanbhag comes on chat and answers questions regarding tax matters and stock market..
Also he seems to be comming in once a month.. its a good question and I am sure he will be able to do justice to your question..
maybe radhika has some knowledge about it..
=happy investing
Decoupling days are coming ahead.........
Posted by : goldchestPrice when posted : BSE: Rs 25.00 ( -18.57 % ), NSE: Rs. 25.15 ( -18.21 % )
Tracked by: 2 Boarders
Dear vkk43,
The rise in the Dollar may be baffling many including yourself,but the explanation is very simple.
The low Interest rate regimes in the US and Japan had ensured copious money flows that drove the Bull Market of the last 4 Yrs. Stock and Commodity Markets in every country received heavy Money flow. When the big Financial Institution in USA ran into trouble Liquidity tightened and Risk aversion rose.Large Institutions rushed to liquidate their liquid Assets in all Markets to shore up their Cash positions.These funds were not diverted to other RISK Assets,instead got parked in US Treasury Bills.The Dollar had to strengthen.
Please keep in mind that this Dollar strength is temporary,till Markets stabilise.Once sanity returns the Dollar will start a slow but long decline.I expect it to lose half its value over the next decade.Mind you the Japanese Yen has strengthened against the Dollar as Japanese are prefering to take their money home to a zero Interest rather than seeing their Wealth erode.
I will be keen to SELL the Dollar forward(1 to 2 Yrs) using the Option route in the Global Markets.
This is the right time for Exporters to Sell their Dollar incomings into the Forward Market,unfortunately they did so in the first 2 Qtrs of 2008 and are suffering massive Treasury losses.
I hope you are now getting a better picture.
Regards!
Goldchest. ...
In reply to:
Decoupling days are coming ahead.........
Posted by : vkk43
I too think so. US$ is gaining while Euro and British Pound is falling. In case US$ is becoming weak, then its Dollar should weaken and not vice-versa.
Right issue only to increse promotor holding
Posted by : shrenikbothraPrice when posted : BSE: Rs 80.65 ( -11.18 % ), NSE: Rs. 80.80 ( -11.01 % )
Tracked by: 0 Boarder
Its been almost 36 hrs since the rights issue closed down and the management is yet to confirm (either on their website or at bse or nse) whether the issue has been fully subscibed or not - all the print media has been stating that the issue has been undersubscribed and hence should get dissolved - this will result in the scrip opening gap down - but i have a feeling that the promoters would try and garner what they can from the open market because of this artifically built sentiment - according to me i think the promoters shud come out with a statement only on tuesday stating that the issue has been fully subscibed - this should in turn boost the sentiment in the scrip and should give 10-15% return in the short term -
in short - Mr.Prabhu Deva don`t keep your SHORT positions OPEN for too long `cause it won`t be surprised that you may loose everything you earned -
Try and catch whatever you can tomm morning - and just sit tight - the investments would do wonders in the years to come . TRUST ME.
...
In reply to:
Right issue only to increse promotor holding
Posted by : PRABHU_DEVA
this right issue was delibratly timed in this bear market in the total bull run they never thought of right issue.
the issue price of 97 is much lower then 120/- rs of four to five year back.
asking for all the money at once is also strange where as earlier they had taken in parts
the share rates were delebratly kept below the 97/- rate to allote maximum share to themselfs.
sold future in the future market and earned huge money throgh it and after one or two months expiry they will again jack up the price
Tracked by: 0 Boarder
Hi Goggol,
Original Rule--Better late than never, but never late is better”!
MMB Rule--Better late than never, but never late than `DOD`!!!...lol....
Regds......
Vani...........
(PS : DOD = Devil of the Day :)
...
In reply to:
Oh God!
Posted by : googol
1103
Thanks Vani,but I would have loved to have got this compliments from VANI two days earlier..However better late than never! LOL
Regards,
A must for your portfolio
Posted by : banegacrorepatiPrice when posted : BSE: Rs 170.15 ( -16.84 % ), NSE: Rs. 169.65 ( -16.78 % )
Tracked by: 1 Boarder
So what is your latest take on this stock?...
In reply to:
A must for your portfolio
Posted by : warrenmunger
Dude
I work in a research outfit and I track these stocks as part of my sector. So your statements seem uncalled for.
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