Archive for February 23rd, 2008
February 23, 2008
GLAXO @953 (220208) gets 1019 panch-tattva points and may be bought with conviction for long term investment.
Previous Recommendations:
@1225(2220707):1022:buy this in moderation for long term.
(NSE symbols have been given instead of full names , to avoid confusion . This ‘panch-tattva ‘ system keeps you out of the laggards and also keeps you invested in the winning stocks. You now have sufficient understanding of it. Those who are fresh to come to this site may first go through the posts under ‘the disclaimer’ and ‘the points to remember’ and ‘panch-tattva: basis of analysis’. Those who are ready for subsciption may refer to ‘the new schmes’. You may ask for your item of interest for just Rs100/- per scrip and get updated on it from time to time for the upto the end of the quarter. You may contact me at my mobile no 09376168780 / 07926761249 or through e-mail krsnakhandelwal@yahoo.com / khandelwal.kkinsurance@gmail.com)
Posted in panch-tattva/post result | Tagged bse, buy recommndation, glaxo, hot tips, nse | Leave a Comment »
February 23, 2008
AVANTIS @210208) gets 967 panch-tattva points and may be bought in moderation for medium term.
Previous Recommendation:
@1384(180707):990:may be moderately nvested in.
@1229(050407):992:buy.
(NSE symbols have been given instead of full names , to avoid confusion . This ‘panch-tattva ‘ system keeps you out of the laggards and also keeps you invested in the winning stocks. You now have sufficient understanding of it. Those who are fresh to come to this site may first go through the posts under ‘the disclaimer’ and ‘the points to remember’ and ‘panch-tattva: basis of analysis’. Those who are ready for subsciption may refer to ‘the new schmes’. You may ask for your item of interest for just Rs100/- per scrip and get updated on it from time to time for the upto the end of the quarter. You may contact me at my mobile no 09376168780 / 07926761249 or through e-mail krsnakhandelwal@yahoo.com / khandelwal.kkinsurance@gmail.com)
Posted in panch-tattva/post result | Tagged avantis, bse, buy recommendation, hot tips, nse | Leave a Comment »
February 23, 2008
CLINDIA @269 (10208) gets 848 panch-tattva points and may be sold off.
Posted in panch-tattva/post result | Tagged bse, clindia, hot tips, nse, selling recommendaton | Leave a Comment »
February 23, 2008
HEXAWARE @79 (210208) gets 782 panch-tattva points and may be sold of.
Posted in panch-tattva/post result | Tagged bse, hexaware, hot tips, nse | Leave a Comment »
February 23, 2008
Friends,
The engineering sector companies have had good rerating as their PE is being discounted now at 18 PE while it was just 8 PE in 2000. Not only this they have share of 11% in whole market cap in 2008 while in 2000 it was jsut 5%. There has been a good run in share prices while the proits have been growing pretty fast during the last eight years. Though the market for their services and the manufactured goods has expanded a lot due mainly to stress on core sector and infrastructure yet there has not been enough investment in these companies. They have not dared to borrow heavily for capacity expansion and have been deloying funds out of their own generated surplus cash. In light of this future share price rise would be moderated as the market capitalisation for most has reached phenomenol level and an unsustainable level. Should they be coming out to raise cash by public offering , there would be dilution in equity , again a bad thing for the share price. If the right issues are announced the share holders will have to sell original share to be able to apply for rights. In light of this there has to a period of silence before these companies perform better in markets.
HariOm,
krsnaKhandelwal
Posted in panch-tattva talk | Tagged engineering sector | Leave a Comment »
