Showing posts from May, 2017

BANK NIFTY - a review

Before seeing the below chart with our marking,   see the post titled "BANKNIFTY - macro view"  which was posted on 25th Feb. 2017  First target & resist of around 23500 now nearing. eventual ULTIMATE 28400 is due. 

Balaji Amines

BALAMINES -  From 58 to 400 in three years.  Double booster:  If one attempt failed and if it took more time to reattempt, then the second attempt will be more powerful and sustainable. that is what this stock price behaviour teaches us. If find out any stock behaves similarly then don't forget this stock and its pattern. 

BOVESPA - 10 % fall in a single day

Brazil markets plunge as Temer scandal threatens reforms

Indiabulls Real Estate

IBREALEST  (171) - From 2008 High, value diminished by 95% in 2011. From 2016  Low, value appreciated by 300 % in 2017(so for). Now, it requires another 400% up move to regain 2008 high. Will it? *** Last Month, in a single day, best ever move happened in its life history.  It might be a trigger for a sustained up move.  Long way to go...

Public Sector Banks

PSB combined balance sheet size around 100 lac crores  Public Banks 2016 LOW 2017 HIGH L2H % NOW ATH  INDIANB 75.3 360.9 379 354.3 361 VIJAYABANK 28.2 97.4 245 87.6 115 PNB 69.25 185.8 168 169.15 280 CENTRALBK 47.9 123.25 157 114.6 217 ORIENTBANK 75.15 191 154 162.9 546 ALBK 39.4 92.4 135 89.95 272 PSB 31.65 72.3 128 64.85 147 SBIN 148.25 304.9 106 297.9 352 UNIONBANK 104 205.1 97 174.5 427 DENABANK 25.6 50.1 96 40.15 151 SYNDIBANK 49.4 95 92 89.7 180 BANKINDIA 105.75 197.2 86 178.85 589 UNITEDBNK 16.05 29.45 83 22.6 150 IDBI 47.25 86.4 83 75.5 202 MAHABANK 23.2 40.75 76 33.95 97 UCOBANK 26.8 44.75 67 41.7 152 ANDH

Understand the price behaviour

 ENERGYDEV & SHILPI On 10th Feb, When I saw the price behaviour of  SHILPI, it reminded me the similar pattern of ENERGYDEV price behaviour, which was panned out in Sep-Nov 2016.  so I expected on that date itself, the same kind of fall will be going to happen in  SHILPI  also, sooner or later.  in fact, I sent an SMS to one of my people on that date.                                        (purposely erased name and mobile no.)  After 2 to 3  months later,  now it is happening.  Apart from everything, we must monitor the price and its behaviours to understand the forthcoming move.  If we observe deeply, we can identify Mostly, before a big move, either up or down, some signal will come in the price behaviour. .*** If not able to identify and in case, got trapped in this kind of stocks,  not only  lose/block money  but lose the other good opportunities also  ***   In fact, last year, these were the

Some Ideas can change

Some Ideas are working out well during this last 12 months and still, they are performing tirelessly even after moved few X during this period *** Explore, like this, few more ideas can find out *** || ESCORTS || JAYBARMARU ||  JAYAGROGN || TIRUMALCHM ||


-  this sector valuation may not be the same as seen in the last several years.  RBI tightens JLF rules, directs banks not to break any norms, threatens to impose penalties  Govt. cracks down on banking laggards with top 2 PSB demotions   Govt sees ordinance as a weapon to end banks’ paralysis over bad loans Onus on RBI as govt notifies new rules to tackle NPAs of banks

When something is built at scale, there will be points of view on that. - Nandan Nilekani

How big a problem is the current situation with the lack of a privacy law? I’m very clear that India needs a very modern privacy and data-protection law. And I’ve been saying this far longer than most people. Sometime in May of 2010, I wrote to Prime Minister Manmohan Singh that we should have a privacy law. And I followed that up. I asked Rahul Matthan (partner at Trilegal and a Mint columnist) and he helped. He worked with the department of administrative reforms and came out with a draft law and subsequently there was a committee under Justice A.P. Shah, and one of my colleagues (at UIDAI) Ashok Pal Singh was a member of that committee. They contributed to the framing of the principles. The only issue I have with the current narrative is, why should Aadhaar be singled out as a reason for the law? The biggest privacy risk that you have is your smartphone. A billion people will have smartphones as we go forward, their conversations will be recorded, their messages will b