2006 « Panch Tattva Wisdom

Archive for the ‘2006’ Category

november 06 (15/11/06/to 30/11/060…FROM THE ARCHIVES

November 14, 2007

Friends,

The followwing is the reproduction of posts in November 06:

29/11/06

Pnach-tattva/post result

krsna Khandelwal – A Stock Market Vedic Theory proponent

Dear Friends,

The following companies have been analysed for the Panch Tattva strength against the CMP on 26/28 Nov 2006 and may be of interest to you:

IVRCLINFRA @424/- gets 784 points and does not appeal for the investment at this stage.

UNITECH @522/- gets 946 points and here also the entry would be risky at this point hence leave it for the time being.

JINDALSAW @381/- gets 1049 points and is fit for investment but use of stop loss mechanism as advised earlier as standard practice should be applied.

MIRCELECRTR @21/- gets 948 points and please buy it on declines only.

TATAPOWER @579/- gets 944 points and must be bought regularly and on declines and kept for medium to long term and stop loss in this case is unnecessary.

DWARIKESH @90/- gets 1032 points and should be bought in small lots continuously and book profits along the way.

Sugar sector is becoming risk free and you may move your investing funds to this sector gradually. You may recall that I had warned you to be out of Sugar sector completely some months ago in these columns. This time I suggest that you get out of the IT sector. Cement and steel may be still good but have to be kept a watch on.

Hari Om

BIRDINFO Stock Rx – A Vedic Prescription for stock market

Tuesday, November 28, 2006

Panch Tattva: Recent – ACC,BAJAJAUTO,BHEL and many more – 28 Nov 2006

By krsna Khandelwal – A Stock Market Vedic Theory proponent

Dear Friend,

This time 15 Sensex scrips at the closing price of 27 Nov 06 have been covered and the results are before you to take advantage of:

ACC @1109/- gets 1009 points and may be retained but not bought till the announcement of next quarterly result.

BAJAJAUTO @2656/- gets 845 points and may be sold off if in stock, for re-entering wait for the next quarterly.

BHEL @2505/- gets 804 points and may be booked profits if in stock and re-enter only after assessment upon next quarterly.

BHARTITL @630/- gets 992 points and calls for booking profits.

CIPLA @261/- gets 964 points and may be bought on declines.

DrREDDY @737/- gets 1016 points and may be bought moderately in small lots and watched.

GRASIM @2694/- gets 1060 points and should be retained and booked profits on surges.

HDFC @1649/- gets 1121 points and should be retained and booked profits on surges. Those who do not have it in portfolio may add it in a small way.

HEROHONDEA @736 gets 884 points and may be sold off.

HINDLCO @180/- gets 1104 points and buy it on declined and keep stop losses at 3% and 6% adverse movement on half qty each time, also book profits when opportune.

HLL @239/- gets 948 points and should be regularly bought on declines and kept for long term.

ICICIBANK @883/- gets 870 points and is on risky wicket and should be sold off as it would suffer badly on bad news.

INFOSYSTCH @2217/- gets 925 points and the time has come to be out of it.

ITC @181/- gets 1020 points and should be regularly bought and booked profits on half the qty along the way.

I may caution you that the indices would not be delivering much from now onwards and may actually suffer losses. The point level suggests that the prices of the scrips under reference are just right. However the deviation does not imply the proportionate strength or weakness. The strategy given above should be followed. The best policy is to keep the stop losses at 3% and 6% adverse movement. After getting out of a stock, it is advisable to reconsider it for investment only after the next quarterly results are in hand and have been analysed for the Panch Tattva points.

Wish you a rewarding investment and trading times with Panch Tattva support.
The above is without any responsibility regarding the results of your trading decisions based on above.

Hari Om

BIRDINFO Stock Rx – A Vedic Prescription for stock market

Saturday, November 25, 2006

Panch Tattva: Recent – THIRUSUGAR,CHEMPLAST,WALCHANNAG – 24 Nov 2006

By krsna Khandelwal – A Stock Market Vedic Theory proponent

Dear Friends,

You may note the Panch Tattva points in respect of the following three companies:

THIRUSUGAR @166/-(24 Nov 06) gets 1087 points and should be purchased regularly and profits booked.

CHEMPLAST @ 7/- (24 Nov 06) gets 787(24 Nov 06) points and should be avoided.

WALCHANNAG (Walchandnagar Ind Ltd) @ 900/- (24 Nov 06) gets 1041 points and may be bought, please keep stop loss in place at 3% and 6% adverse movement.

The last post about SIEMENS and INDIABULLS must have benefited you immensely as first one moved down by 7% as anticipated and the second one appreciated.

Further Tata Steel shares went up by 2.5% and those who acted must have been pleased.

Tata management has declared that they are not going to revise the bid. This mostly makes thing clear that Tatas would not go overboard for Corus and with this; a sigh of relief may be taken.

I am once again advising you to book profits and wait for a while before re-entering.

Hari Om

BIRDINFO Stock Rx – A Vedic Prescription for stock market

Thursday, November 23, 2006

Panch Tattva: Recent – SIEMENS,INDIABULLS,DHAMPURSUG,BALRAMCHIN and Tatas Corus deal

By krsna Khandelwal – A Stock Market Vedic Theory proponent

Dear Friends,

The following gives you the Panch Tattva points in respect of two highly traded items:

SIEMENS @1280/- (23 Nov 06) gets 814 points and as per the general rule it cannot be recommended for investment although the power and the infrastructure sector is agog in present times.

INDIABULLS @566/- (23 Nov 06) gets 1047 points and can be bought but this is highly speculative and risky item, hence please book profits whenever opportune and do not neglect to keep in mind the stop loss put in place at 3% and 6% adverse movement.

The two leading sugar companies from North India have been also analysed under Panch Tattva Teknik and the results are given below for your benefit:

DHAMPURSUG @93/- (23 Nov 06) gets 1048 points and should be regularly purchased with a view to book profits quickly on part quantities to subsidize holding in this stock. Over a time period, it should be giving handsome returns but nursing period may extend a bit longer.

BALRAMCHIN @89/-(on 23 Nov 06) gets 1112 points and please follow the same strategy as given above.

If you recall, about six months back you were warned against holding sugar stock through this site itself. Now the near bottom has been touched and profits booked may be deployed here for future gains.

You were given an advance idea about the TATA – CORUS deal and the impact on Tata Steel’s share price. You were told that share price would remain under strain and any surge in price should be taken as opportunity to unload. The scene has gone the way as anticipated. Now the time has come to buy Tata Steel without any reservation as the price should rebound in both the cases i.e. if it gets CORUS and also if it misses CORUS deal. Tata’s may in all probability get out of the race as it was not making sense in any case.It was detrimental to shareholders other than the groups own entities. Tatas do have the problem of too much cash flowing into their hands and also seem to be tired of implementing new projects here all by themselves. Such things happen when the profits go up with little effort and no plans in place to use it. Distribution of profits in the way foreign companies do is not the very appreciable practice with the traditionally fund starved domestic enterpreneures.You may have noticed Tata Steel has signed an agreement with Tata Power to be 26% partner in new projects. This clearly reflects that the cash flow is robust with them. They should however be patient and not go for the deals like the CORUS.

Aviation sector is of course the place they should be in and in a big way but the emotional make up of the group is such that they would not go for it after the govts. of early independent years played havoc with their initiative by nationalizing their company and then unceremoniously asking the legendry JRD Tata to resign from Chairman Ship of the nationalized venture. One may easily understand the cost of such steps by the govts. for the nation, we would have been a different country only if the Mixed Economy had not gone over board on the left side. I mean the communists in their new Avatar should pay heed to what the country requires rather than what their populist politics requires. I may make it clear to you that I personally have socialist bias but not insanely and not to the detriment of the society.

Hari Om

BIRDINFO Stock Rx – A Vedic Prescription for stock market

Panch Tattva: Recent – Follow Up on Recommendations of 10 Nov 2006

By krsna Khandelwal – A Stock Market Vedic Theory proponent

BIRDINFO Stock Rx – A Vedic Prescription for stock market

Panch Tattva: Recent – APPOLOHOSP,NAGPURENG,ICICIBANK,HDFCBANK -22 Nov 2006

By krsna Khandelwal – A Stock Market Vedic Theory proponent

Dear Friends,

Please find Panch Tattva points for two companies for which results appeared today:

APPOLOHOSP @ 463/- gets 1033 points and it should be bought with the stop losses to be taken care of.

NAGPURENG (Jayaswal Neco Ltd) @ 13/- gets 963 points and may be bought on declines in a number of strokes and profits to be booked along the way.

I have worked out points for two popular and highly traded private sector banks and the result are given below:

ICICIBANK @872/- on 22 Nov 06 gets 909 points and cannot be recommended for purchase.

HDFCBANK @1077/- on 22 Nov 06 gets 957 points and is ruled out as far as investment goes.

Of the two banks, HDFC BANK has more points and seems to be better placed based on Panch Tattva analysis. You may do your own homework and make your own strategy to deal in these two stocks and I am sure the Panch Tattva point would give you good help in decision-making.

Hari Om

BIRDINFO Stock Rx – A Vedic Prescription for stock market

Posted in 2006, Uncategorized | Leave a Comment »

november ‘06

November 12, 2007

Tuesday, November 14, 2006

Panch Tattva: Recent – ACC,BHARTIARTL,DRREDDY,GRASIM,HINDALCO and many more -13 Nov 2006

By krsna Khandelwal – A Stock Market Vedic Theory proponent

Dear Friends,

The ‘Panch Tattva’ analysis of Nifty items has thrown up following buying opportunities at the closing rates of 10 Nov 06:

ACC @1015/- gets 1010 points and hence may be moderately bought.

BHARTIARTL @544/- gets 1004 points and is ok for investment.

DRREDDY @788/- gets 1057 points and is ok for investment.

GRASIM @2696/- gets 1066 points and is ok for investment.

HDFC @1498/- gets 1120 points and is good for investment.

HINDALCO @184/- gets 1108 points and may be bought but please keep an eye on Aluminum prices and dehold if aluminum prices fall.

INFOSYSTCH @ 2139/- gets 1007 points but buy only with stop losses kept in mind as it may go down suddenly.

ITC @ 186/- gets 1030 points and may be bought.

TATASTEEL @ 502/- gets 1213 points and may be bought.

IPCL @ 294/- gets 1255 points and may be bought but please book profits along the way.

M&M @ 831/- gets 1011 points and buy it with strict stop losses in place.

PNB @516/- gets 1098 points and may be bought.

SAIL @87/- gets 1267 points and may be bought.

SUNPHARMA @ 952/- gets 1061 points and may be bought.

REL COMM @ 391/- gets 1026 points and may be bought.

GACEM @134/- gets 1091 points and may be bought.

OBC @241/- gets 1101 points and may be bought.

I have already told you that the indices have gone past the safe limits. The remaining items of Nifty may not be considered for buying just now. You may sell weaker and buy stronger.

Hari Om

BIRDINFO Stock Rx – A Vedic Prescription for stock market

Monday, November 13, 2006

Market Matrix – NIFTY’s strength under the ‘Panch-Tattva Teknik’ – 12 Nov 2006

By krsna Khandelwal – A Stock Market Vedic Theory proponent
Dear Friends,
The results for the second quarter FY07 have been declared. I have taken this occasion to analyse NIFTY’s strength under the ‘Panch-Tattva Teknik’ and the outcome can be seen below:
NIFTY at the level of 3834 (closing on the 10 Nov 06) gets 952 points and there is clear indication that at this level it is overly streched.Should any adverse news break, it will be badly coming down and hence the exposure may be limited to the extent possible.
If it had got 1000 points it would have been adjudged to be at its optimum level.Below it is weak.
In the past the study of Nifty under ‘Panch-Tattva Teknik’ have given accurate results, however no resonsibility is undertaken for the correctness or otherwise of the statement above. Since the excercise has a scientific basis the readers may keep in mind the possible impact suggested above.
Hari Om
BIRDINFO Stock Rx – A Vedic Prescription for stock market

Saturday, November 11, 2006

Market Matrix – A year ago – 11 Nov 2006

By krsna Khandelwal – A Stock Market Vedic Theory proponent

Dear Friends,

This piece was written exactly one year ago on 11 Nov 05. Since this has some valuable clues, which may be useful, even today I have reproduced it below for the readers, without editing:

“It is at end of the day that I am writing now. The Nifty closed at 2548 (+45) today and has brought cheers to the investors who felt threatened on account of the fall on Oct 05.

I mentioned on 9 Nov 05 that the liquidity is surely the safeguard provider for the market against plunging down. I think, since the results overall have not been disappointing the investors have some inclination to park funds in the equity arena. I am however surprised at the speed of correction and resurgence. In a mature market when the players can judge the impact of events and the possibility of the events in store, the knee jerk reactions and actions are rather a cause of worry. This only suggests that the pool of equity related securities is not big enough compared to size of economy domestically and the world resources allocable to Indian markets at present. This suggests the pool about which I am talking has to grow itself or through inviting capital through issues. In my opinion, should the GDP grow at 7-8% per year for the next five years the size of the equity pool has to surge from around INR 20 Lac Crores to about INR 50 Lac Crores? Half of the incremental INR 30 Lac Crores would be through fresh offering and the balance half i.e. INR 15 Lac Crores would be on account of nearly 100 % surge in prices of present day equity stock. INR 50 Lac Crores would represent around INR 50000/- per capita investment. It may there fore be presumed that the Indian per capita income would be doubling in five years and the poverty would be limited to afflict only about 10% of populace comprising of mostly those people who would refuse to lift them selves up or refuse to allow to be lifted up or remain static in some remote pocket. The dream of Gandhi and Nehru would have been fulfilled to a great extent. However, the materialism would make Gandhi unhappy, as nothing for the soul’s consumption would be provided or available.

In the above paragraph, I have only tried to make the potential investor slightly bold in decision-making.

The visit of John Snow, US Treasury Secretary, ahead of George Bush visit is a signal that America ridden with concerns for pension provision for masses has a solid interest in Indian Economy. One should not be surprised if eventually the progress here picks up tremendously while the progress in China is slowed due to fatigue and due to much lesser room left for progressing further. I do see a possibility of almost 80% of the worlds’ population being over fed over clothed and over sheltered with much less training or trainers for the mind and soul. There fore the third world war on account of self-destructive attitude may actually happen bringing to naught the entire social and material development. Be sincere and serving, look inwards for peace, curtail consumption, don’t be wary, develop taste and engage in fine arts (fine arts reflect Godliness) and avoid grossism, are the main mantras for the gen-next from my side, the result of living dangerously but observantly. “

Our India has traversed the path as expected in paras above. We are growing at more than 8%. The market capitalisation has kept pace and the fresh issues of capital are going on. China has in fact slowed down a bit or is at least planning to slow down of its own accord. America has shown greater interest in Indian Economy, even to the extent of freeing it from the shackles of nuclear related restrictions imposed in past. Poverty is shying away and yet remains stubbornly entrenched in some pockets. We also see that though a year later markets are up by 50% since exactly a year before the profits of India Inc have surged by not more than 30% hence the markets have come in danger zone. Since than the yield on 10 year gilt paper is higher by at least 300 basis point. The liquidity overhang is no more visible hence, the cushion has disappeared. The May episode is not out of mind yet, there fore please be cool and rest in shed for a while. For reference, the Nifty closed at 3834(+38) on 10 Nov 2006.

Hari Om

BIRDINFO Stock Rx – A Vedic Prescription for stock market

Thursday, November 09, 2006

Market Matrix – The fear of fall has come true – 8 Nov 2006

By krsna Khandelwal – A Stock Market Vedic Theory proponent

The fear of fall has come true and what is more is that the markets have become very scary. At such a juncture one is mostly confused because of the utterings from high quarters do give him some idea that the economy is robust, tax collections are surpassing estimates, the industrial production figures are showing better numbers and the taxes are going to be reduced yet the markets fall. There are other related matters giving hope like the political front is quiet, the FII inflow is undeterred, the mutual fund kitty is more full than ever before, the interest rate fears have subsided, the inflation may be more but would be reined in, oil is not advancing but is receding, incomes are going up and so is investible funds with public etc etc, yet the market does not go up with conviction. There is there fore an untold unease.

What may be the case here? To understand this phenomenon please look at the returns the equity investors have got thus far. The optimism has been taking markets too high. It is mostly the lack of money parking place that the investors have not yet sold. The deluge would come when the profits start disappearing and the losses look in face. I am not saying that the end of road has arrived but the possibility of its arriving has increased. The India would keep progressing but not on the shoulders on Nifty and Sensex companies alone. There the premium on organisation has already gone up too much, it is the newly formed companies with fresh capital raising, and newer items to produce will take the country forward. This should have started happening long before but to my chagrin at personal level this has not been happening. Here comes the problem of entry barriers to the corridors of power for the ordinary and too much on the plate of the ones perched rightly.

My advice once more would be that please be very selective and do not rely on the general upward movement in market.

You may have noticed that the ‘Panch Tattva ‘ points have thrown up both types of possibilities on case-by-case basis. For the right analysis the undue influence of the trend and the personal biases have to be removed and the ‘Panch Tattva Teknik’ takes care of the same.

Hari Om

BIRDINFO Stock Rx – A Vedic Prescription for stock market

Wednesday, November 08, 2006

Panch Tattva: Recent – Some small cap scrips – 7 Nov 2006

By krsna Khandelwal – A Stock Market Vedic Theory proponent

Dear Friends,
The following is the out come of ‘panch tattva’ evaluation of some small cap companies at the CMP on 6 Nov 2006 and the point level may be noted for guidance :
PATELENG @431/- gets 821 points and may be ignored for the time being.
MOTHERSUMI @93/- gets 847 points and may be ignored for the time being.
IVRCLINFRA @335/- gets 773 points and may be ignored for the time being.
AVAYAGCL @296/- gets 877 points and may be ignored for the time being.
INGERRAND @332/- gets 840 points and may be ignored for the time being.
ELECON @315/- gets 847 points and may be ignored for the time being.
KALPTPOWR @920/- gets 875 points and may be ignored for the time being.
TORRENTPHARM @188/- gets 968 points and may be bought on declines.
CRANESSOFT @93/- gets 1090 points and may be bought.
UNIPHOS @295/- gets 947 points and may be bought on declines.
FLEX @67/- gets 1118 points and may be bought.
BLBLIMITED @17/- gets 854 points and may be ignored.
Most of the scrips above seem to be getting higher valuations on account of recent bull run and it is not advisable to jump for these under expectations. These second rung shares signify the possibility of impending troubled times for the leading indices.I would request my readers to be cautious and at least book profits on the 50% of holdings, it is important to remember that one in hand is better than two in bush.
Hari Om

BIRDINFO Stock Rx – A Vedic Prescription for stock market

Monday, November 06, 2006

Panch Tattva: Recent – TAJGVK HOTEL,HINDALCO,KESORAMIND and many more – 5 Nov 2006

By krsna Khandelwal – A Stock Market Vedic Theory proponent

Dear Friends,

I have checked the ‘Panch Tattva’ points as per the ‘Panch Tattva Teknik’ for the following scrips against CMP on 3 Nov 2006 for you to base your trading/investment decisions:

TAJGVK HOTEL @243/- gets 1020 points and may be purchased and kept for three months, those who wish to trade in short term may book profit along the way.

HINDALCO @187/- gets 1049 points and this is good for investing but the stop loss at 3% and 5% adverse movement should be kept in mind as the change in aluminum price in market would affect the share price immensely.

KESORAMIND @506/- gets 1005 points

MARUTI @974/- gets 932 points and this may be sold if in stock, as it may not give returns over the next three months.

M&M @ 761/- gets 923 points and this also may not be bought for the potential seems to be exhausted for the time being.

SBI @1126/- gets 1089 points and this may be bought on declines regularly and the profits booked on half the quantity along the way.

ICICIBANK @773/- gets 902 points and this is not preferable investment and may be ignored for the time being.

TATAMOTORS @815/- gets 880 points and this is not fit for investment just now.

UTIBANK @440/- gets 951 points and this may not be bought.

ASIANPAINT @690/- gets 84 points and this may be sold off.

HINDLEVER @235/- gets 899 points and this may be bought on declines but for medium/long term regularly and book profits along the way, in short run it may not give positive result.

ITC @ 187/- gets 1018 points and this may be regularly bought and book profit on half the qty in hand along the way.

BPCL @411/- gets 917 points and this may be ignored for the time being.

RIL @1286/- gets 936 points and this has run up enough on its upward course and may not be considered for investment until the next qly.

BHARTIARTL @546/- gets 1009 points and those who consider that the telecom scrip should remain in portfolio may buy it.

You are aware that the point level below ‘1000′ denotes that the scrip price is overpriced currently and may come down. The point level over ‘1000′ denotes that the scrip price is under priced currently and may go up. The level below or over ‘1000′ does not mean the proportional extent of deviation over the current price, it is necessary to refer to ‘Panch Tattva’ points after the announcement of the quarterly result. This is a scientific system of stock price evaluation and has been empirically tested for more than a decade.

Those who wish to avail my services even once before 31st Dec 2006 will be served at present rate of INR 20/- per scrip even after 31 Dec 2006.The rates would stand revised w.e.f. 1 Jan 2007 to INR 50/- per scrip. You are invited to avail the offer and get the benefit. Investors are requested to email me at krsnakhandelwal@yahoo.com .

Hari Om

BIRDINFO Stock Rx – A Vedic Prescription for stock market

Sunday, November 05, 2006

Panch Tattva: Recent – SYNDIBANK,PNB,NTPC,SAIL and many more – 30 Oct 2006

By krsna Khandelwal – A Stock Market Vedic Theory proponent

Dear Friends,

The following were analysed at CMP on 30.10.06 and the point levels are given below for guidance:

SYNDIBANK @83/- gets 1196 points

PNB @519/- gets 1098 points

NTPC @129/- gets 1049 points

SAIL @87/- gets 1295 points

ASIANPAINT @667/- gets 1001 points

TATASTEEL @498/- gets 1235 points

IDFC @ 82/- gets 1176 points

CUMMINSIND @ 250/- gets 945 points

PATELENG @ 357/- gets 807 points

ASHOKLEY @ 46/- gets 903 points

GAIL @262/- gets 982 points

BHEL @2441/- gets 859 points

TATAMOTORS @880/- gets 906 points

The above qualify for purchase if points are over 1000 and some may have moved down since 30 Oct but that would make them even more attractive to buy as the points worked out are for the next three months. The stop loss mechanism, advised as standard practice, makes sure that the most recent developments of serious nature do not put you under serious risk. You should also be ready to book profits, as the indices have entered risky waters.

The above having points less than ‘1000′ points may not be bought and may be selectively sold. Some may have moved up since then and may be acted upon without loss of time.

The value of ‘Panch Tattva Teknik ‘ lies in the its ability to keep you continuously invested in winning stocks for your invested amount working for higher returns. People have benefited, you may too. Please come forward to ask for ‘Panch Tattva ‘ numbers wherever there is confusion in your mind about any stock.

Hari Om

BIRDINFO Stock Rx – A Vedic Prescription for stock market

Posted in 2006, Uncategorized | Leave a Comment »

from archives / Oct 06

October 13, 2007

Friday, October 27, 2006

Panch Tattva: Recent – ZEE,RELCAPITAL,RUCHISOYA and many more -27 Oct 2006

By krsna Khandelwal – A Stock Market Vedic Theory proponent

Dear Friends,

The results have been pouring in business news channels, which is good in some cases and not so good in other cases. This mixed bag has to be dealt with item wise assessment of the strength for identifying the right type of stocks at present. Please look at the following for an idea of strength under the ‘Panch Tattva Teknik’:

ZEE @291/- on 26.10.06 gets 827 points and is not good for investment.

RELCAPITAL @558/- on 26.10.06 gets 1023 points and may be bought on declines and booked profit along the way.

RUCHISOYA @287/- on 26.10.06 gets 1084 points and may be bought with profit booking when opportune.

HAVELLS @323/- n 26.10.06 gets 715 and may not be bought.

MAHASEAMLESS @ 405/- on 26.10.06 gets 1038 points and may be bought and book profit along the way.

M&M @731/- on 26.10.06 gets 1025 points and may be bought on declines and profits booked along the way.

ANDHRABANK @ 92/- on 26.10.06 gets 1094 points and may be bought on declines.

SCI @ 171/- on 26.10.06 gets 1321 points and may be bought and kept until next qly.

CORPBANK @ 396/- on 26.10.06 gets 1113 points and is good for purchase.

MARUTI @ 950/- on 26.10.06 gets 957 points and it is better to get out of this stock for the time being.

ICI @349/- on 26.10.06 gets 823 points and may be sold off if in stock.

ALBK @ 87/- on 26.10.06 gets 1140 points and is good for investment.

SICAL @ 257/- on 26.10.06 gets 774 points and may be sold off if in stock.

NAHARIND @ 192/- on 26.10.06 gets 1060 points and may be bought and profit booked on jumps.

DCMSRMCONS @ 97/- on 26.10.06 gets 910 points and may not be bought.

EICHERMOT @ 353/- on 26.10.06 gets 998 points and may be bought on declines.

OMAXAUTO @ 101/- on 26.10.06 gets 1021 points and be bought for three months.

BERGERPAINT @53/- on 26.10.06 gets 830 points and may not be bought.

USHAMART @ 159/- on 26.10.06 gets 1139 points and buy it for three months.

SRF @ 239/- on 26.10.06 gets 1354 points and may be bought and profits booked along the way.

ATFL @94/- on 26.10.06 gets 1066 points and may be bought but book profits along the way.

The NSE code is used for the company. You are requested to follow the stoploss practice at two stages as has been told earlier on many an occasion.

The markets do not seem to go up in near future as some sectors are under pressure and other may come under pressure over the next half year. You may selectively invest but be ready to move out of markets whenever any macro level adverse development is in sight.

Tata Steel is weak on account of its CORUS initiative .It may recover shortly, as the Tatas are not risking Tata Steel money in an unlimited way. It seems it will only be committing two years cash generation for the CORUS deal at best and concentrate on expansion domestically. Therefore, to some extent it may affect Tata Steel bottom line in short run and may give reward over time but would not prove to be too much of a burden. As earlier thought, the Tatas are only finding way in to over seas markets and a resting place for the groups’ excess cash.

Hari Om

BIRDINFO Stock Rx – A Vedic Prescription for stock market

Wednesday, October 25, 2006

Panch Tattva: Recent – CHENNPETRO ,FEDERALBNK,BONGAIREFN and many more – 25 Oct 2006

By krsna Khandelwal – A Stock Market Vedic Theory proponent
Gentlemen,
Please note the following :
CHENNPETRO @182/- on 23/10/06 gets 944 points and don’t buy.
FEDERALBNK @211/- on 23/10/06 gets 1154 points and please buy this for quick profit booking.
BONGAIREFN @ 57/- on 23/10/06 gets 1001 points and is good for investment and booking profits along the way.
TCI @376/- on 23/10/06 gets 983 points and may be bought for long term.
BALMERLAWRIE @426/- on 23/10/06 gets 1001 points and may be bought for three months and reviewed upon next quarterly.
INDIACEM @220/- on 23/10/06 gets 1184 points and may be bought with conviction.
TVSMOTOR @116/- on 23/10/06 gets 840 points and may not be bought.
HEROHONDA @751/- on 23/10/06 gets 883 points and may not be bought.
ICICIBANK @720/- on 23/10/06 gets 907 points and should not be bought.
You should apply the standard practice of keeping the stop loss points in mind after purchase, this way you would be sticking with winners and getting out from the doubtfuls. It will also keep your money free for investment in to right kind of stocks.There is however not much chance that stop losses would actually be hit.
Wish you a profitable trading times ahead.
Hari Om

BIRDINFO Stock Rx – A Vedic Prescription for stock market

Sunday, October 22, 2006

Panch Tattva: Recent – SATYAMCOMP,CIPLA, ALLCARGO,KERAMIND,VOLTAS and many more – 21 Oct 2006

By krsna Khandelwal – A Stock Market Vedic Theory proponent

Dear Friends,

The Index seems to be under pressure but some stocks out side the leading indices are showing possibilities of advance.Please note the following:

SATYAMCOMP @428/- on 20 Oct gets 1008 points and is at its right point.You may or may not go for it as per your own choice.Advance in near future may be used for getting out and drops in price in near future may be used for investment.

CIPLA @ 262/- on 20 Oct gets 985 points and this is good for investment.

ALLCARGO @809/- on 20 Oct gets 870 points and may be ignored.

KERAMIND @453/- on 20 Oct gets 1114 points and this stock may be bought and kept for three months.

VOLTAS @739/- on 20 Oct gets 739 points and this stock has been too much in lime light lately and is no more worthy of investment at this level.

DENABANK @33/- on 20 Oct gets 1286 points and may be bought and profits booked along the way.

I-FLEX @1512/- on 20 Oct gets 920 points and may not be bought .

SUNPHARMA @909/- on 20 Oct gets 1005 points and may be bought in moderation and kept.

You may have noticed that the point level gives good idea about the stock’s strength, you are requested to please let me know if any clarification is required.

Hari Om

BIRDINFO Stock Rx – A Vedic Prescription for stock market

Saturday, October 21, 2006

Market Matrix: My perspective on Tata’s Deal with Corus – 21 Oct 2006

By krsna Khandelwal – A Stock Market Vedic Theory proponent

The Tatas have won the first round equaling many rounds unlike the Mittal-Arcelor case. There is however, one similarity in both cases that the real motives have never come out behind the takeover/merger excercise.There is no apparent economic gain directly related to these excercises.There would be eventual gains, possibly, and there may be eventual surprises, suggesting that the deals were ill conceived.

Both the groups have done it to safe guard their own interests by going global.Mittal was not too comfortable to have his wealth represented by companies under a person who had yet not shed the Indian citizenship and who had all his businesses out side India. In a changed world order, he would have found his stakes under threat. Merger has given him status of a large but minor shareholder and representation on the board. He is a ‘marwari’ and would not be lacking in substantially moving out of the steel company if the prospects in steel so demand, before any body realises.The trend in steel would be behaving like the high and low tides in sea, without doubt.

The Tatas also have been lately feeling that they too have grown too big for the Indian shores to keep them confined. They also have desire to be more spread out for greater safety of their stakes and for greater manuvreability.Haven’t we seen the groups confined to a state wanting to spread out all over India as soon as they grow bigger. Their headquarters may also be shifted to Mumbai. It is not the end of story, there would be umpteen examples following this very course. My sole objection is that the shareholders of the company are taken in confidence and are not left guessing. The flow of information is so selective as to not give a slight inkling about what may be in store for them. This is really a very sorry state of affairs. The concerned groups should make it a point to spell out the whole design and show how it is going to affect the other shareholders. They should even be given an exit route in case of dilution in value solely because of the big deal initiated.

I read today’s paper and listened to the bosses talking themselves, live on TV channels. I am sorry to say what is made available in a coarse manner is non-coherent, half-baked, scantily revealed information. Let us hope the unfoldment in future would be somewhat adequate to clear the matter.

Specific to Tata’s case it can said that while the Tata Steel has been riding on high profit trajectory at the moment in domestic markets and has been able to make it self very cost effective producer for the last decade or so, on the strengths of having captive mines nearby, having achieved success in its voluntary retirement schemes and expansion of markets calling for reduced lead distance for distribution and rational movement on account of end to govt control on steel. The other advantage has been that the opened up economy demanded immediate supply of steel and the gestation period is large for integrated steel projects. This has made steel prices rather attractive in India for the time being. There should be no doubt that the fresh supply from the projects in pipelines would sober down the prices. Further more supplies that are international also may make a difference. If Tatas have thought to take help of Corus for conversion in to value added products for the semis coming out of their own newer projects, it is all right but it could be an arrangement with many a parties when the time comes. They have unnecessarily put a larger head on a weaker neck, even if the body has become strong due to better metabolic rate. Their plate is full with domestic responsibility. The only reason that I have come to think of is that TCS ownership has prompted them to go all out as the investment venues have to be sought for the proceeds of diluting the TCS stake. The cash flow is robust for the group as a whole and they may be finding it difficult to absorb all in their domestic expansions. It is all right if they have thought so but my concern for the ordinary shareholder remains.

I have yet another angle that may have prompted them to go for this deal.Tatas have only 32 % holding in Tata Steel and they require to raise it to higher level warding off the take over threats which are more real than ever before. By burdening Tata Steel with the Corus buy out they have made it completely impractical any hostile take over excecise.The other course of buying Tata Steel equity was in any case difficult as even one percent purchase would have raised the Tata Steel share price by more than 10% in this boom time for steel and for the market in general.

Tatas have in this case tried to some what insulate the Tata Steel by forming a SPV in UK for the take over but the cash committed to its coffers from Tata Steel kitty would make the progress on domestic expansion that much leveraged and hence more risky. Any way I am only thinking loud, other wise who can really challenge the wisdom of mighty Tatas. Sitting pretty and watching the drama from a distance is our destiny.

Hari Om

BIRDINFO Stock Rx – A Vedic Prescription for stock market

Friday, October 20, 2006

Panch Tattva: Recent – RELIANCE,REL,RANBAXY,HDFC,LT – 20 Oct 2006

By krsna Khandelwal – A Stock Market Vedic Theory proponent
Gentlemen,
The Tatas bid for CORUS and the CORUS board has already approved of it.Let us see how the ordinary share holders of CORUS react.Tata Steel share price has come down since then and offers a good opportunity to pick up.I think Tata Steel would not be carrying the enter burden of CORUS investment but would be funding it as one of the entities interested. This would slightly make the Tata Steel less attractive but it may eventually prove to be rewarding too.
Some of the Nifty stock have been analysed and see what it tells:
RELIANCE @ 1197/- on 19th Oct gets 961 points and this may be bought on corrections.
REL @ 460/- on 19th Oct gets 955 points and here also buy on corrections.
RANBAXY @410/- on 19th Oct gets 728 points and please ignore it for the time being unless somebody is know of some great development in near future.
HDFC @1456/- on 19th gets 1182 points and is good for investment.
LT @1276/- on 19th Oct gets 854 points and may not be bought.
NIFTY should remain under pressure today.
Hari Om

BIRDINFO Stock Rx – A Vedic Prescription for stock market

Panch Tattva: Recent – KOTAKBANK,EIDPARRY,GSFC,IDBI and many more – 20 Oct 2006

By krsna Khandelwal – A Stock Market Vedic Theory proponent
Gentlemen,
As the result season is progressing , the over pricing is being noticed in indices stocks generally but other than the index stocks some stocks have potential to go up for the next three months at least.The attention may now be diverted to the middle sized companies.I have been giving the points achieved by some such companies and there are a few more given hereunder ( instead of the full company name only the NSE symbols have been given):
KOTAKBANK @339/- on 19th Oct gets 876 points and may be sold off if in stock.
EIDPARRY @167/- on 19th Oct gets 1147 points and should be bought with profit booking resorted to when opportune.
GSFC @180/- on 19th Oct gets 1200 points and may be bought.
IDBI @78/- on 19th Oct gets 944 points and may be bought only on declines.
LUPIN @509/- on 19th Oct gets 849 points and is not good for investment just yet.
HDFC @1456/- on 19th Oct gets 1182 oinand may be bought and kept for long term.
MAHABANK @37/- on 19th Oct gets 1239 and surely buy this for booking gains along the way.
CANBK @ 277/- on 19th Oct gets 1081 points and buy this in small way and add on declines.
GUJALKALI @156/- on 19th Oct gets 1266 points and buy it and book profits along the way.
ORCHIDCHEM @207/- on 19th Oct gets 913 points and may be ignored.
HCC @122/- on 19th Oct gets 764 points and not recommended for investment.
You are advised to reassure your self before acting up on the advice as no responsibility for the out come of your trading is undertaken. Stop Loss may be applied in the standard way.These only a few companies and you may surely ask for the ‘panch tattva’ numbers for the scrip of your choice at a moderate charge of INR20/- each( this charge will be increased for the ones who have not already at least once asked for it before the end of calender year, those who have done would be served at the present rate).
You may have noticed that some of the recommendations have given profits of over 5% in the first week of investment itself, so please act on some of the advices and see practical results.

Hari Om
BIRDINFO Stock Rx – A Vedic Prescription for stock market

Panch Tattva: Post Result – GRASIM – 19 Oct 2006

By krsna Khandelwal – A Stock Market Vedic Theory proponent
Gentlemen,
The cement companies are throwing up good results one after the other and from this sector no body should get out after entering,those who are invested in cement sector after my advice earlier in the year must be in very good standing and they may continue with the investment in cement scrips.See the points of an important player below:

GRASIM @2584/- (18 Oct 07) gets 1106 points and may be added to your portfolio right away.
Hari Om
BIRDINFO Stock Rx – A Vedic Prescription for stock market

Panch Tattva: Recent – Jyoti Structurals,Essel Propack,Titan,OCL India and many more – 19 Oct 2006

By krsna Khandelwal – A Stock Market Vedic Theory proponent
You have a further lot to consider for your trading pick ups:
JYOTISTRUC(Jyoti Sructurals) @120/- (18th Oct) gets 876 points and may not be bought.
ESSEPACK(Essel Propack) @ 86/-(18th Oct) gets 989 pointts and you may buy it 2/3 strokes, be evry particular to book profits.
TITAN @819/- (18th Oct) gets 775 points and may not not be bought just now.
OCL(OCL India) @186/- (18th Oct ) gets 1035 points and may be bought in 2/3 strokes and book profit along the way.
TECHM @(Tech Mahindra) @ 684/-(18th Oct) gets 1084 points and may be bought and retained till next quarterly.
BHUSHANSTL (Bhushan Steel & Strips) @340/-(18th Oct) gets 1275 points and this may be bought in 2/3 strokes and then be very particular to book profits.
ASHAPURAMIN (Ashapura Minechem) @ 203/- (18th Oct) gets 1099 points and you may buy it with an angle of booking profits quickly.
The results are a mixed bag and so is the future expectation about the markets.The scrip wise approach is best in these circumstances.
HariOm
BIRDINFO Stock Rx – A Vedic Prescription for stock market

Panch Tattva: Recent – BAJAJAUTO ,HINDALCO ,WIPRO and many more -18 Oct 2006

By krsna Khandelwal – A Stock Market Vedic Theory proponent

Gentlemen,

It is the results season and you have a host of companies analysed to know the Panch Tattva points to have an idea as to where they are placed in strength for the buying/selling decision (those who acted upon advice in these scrips three months back should pay special attention to act further as per the direction):

BAJAJAUTO @2899/- as on 18/10/06 gets 875 points and may not be bought.

HINDALCO @187/- as on 18/10/06 gets 1096 points and may be bought.

WIPRO @557/- as on 18/10/2006 gets 991 points and is neutral; I am however not in favour of IT sector investment now.

MARICO (Marico Ltd.) @516/- as on 18/10/2006 gets 857 points and no chance of buying is there, please get out if in stock.

NICOLASPIR (Nicholas Piramal Ind.) @246/- as on 18/10/2006 gets 940 points and it is not recommended for retention or purchase.

FINCABLES (Finolex Cables) @398/- as on 18/10/2006 gets 950 points and not recommended for retention or purchase.

UNIONBANK @130/- as on 18/10/2006 gets 1088 points and this may be bought and book profits when opportune and apply stop loss at 3/6 % adverse movement on 50/50.

EXIDE @ 38/- as on 18/10/2006 gets 904 points and may be ignored.

WELGUJ (Welspun Guj. Stahl Roh) @74/- as on 18/10/06 gets 1047 points and buy it in two/three strokes and be ready to book profits along the way, put stop losses too.

IPCALAB @427/- as on 18/10/2006 gets 1086 points and may be bought and book profits along the way.

BIOCON @383/- as on 18/10/2006 gets 879 points and is not recommended for retention or purchase.

IPCL @ 300/- as on 18/10/2006 gets 1247 points and may be bought with profit booking in mind and use stop losses as per standard practice.

JPASSOCIAT @472/- as on 18/10/2006 gets 910 points and may be bought on substantial discounts only.

PIDILITEIND @ 103/- as on 18/10/2006 gets 927 points and may be ignored.

JUBILANT @ 207/- as on 18/10/2006 gets 908 points and may be ignored.

KIRLOSOIL (Kirloskar Oil Engines) @272/- as on18/10/2006 gets 918 points and may be ignored.

PETRONET @ 57/- as on 18/10/2006 gets 889 points and may be ignored.

KBL (Kirloskar Bros.) @425/- as on 18/10/2006 gets 1073 points and may be bought in moderate quantity.

INDIABULLS @427/- as on18/10/2006 gets 1061 points and may be bought and profits booked when opportune.

BHARATFORG (Bharat Forge) @360/- as on18/10/2006 gets 892 points and this may be sold off.

HDFCBANK @979/- as on18/10/2006 gets 946 points and may be bought only upon substantial discount.

TPNL (Tamil Nadu Newsprint) @ 99/- as on 18/10/2006 gets 1094 points and should be bought and stop loss as per standard practice be applied.

DCHL (Deccan Chronicle Holding) @633/- as on18/10/2006 gets 1078 points and is good for investment but profits should be booked.

CMC @ 628/- as on18/10/2006 gets 897 points and may not be bought.

KEI (KEI Ind) @359/- as on18/10/2006 gets 998 points and is good for purchase with stop losses at 4/8% on 50/50 quantity.

JBFIND @108/- as on18/10/2006 gets 1180 points and may be bought but book profits.

I do hope that you would fairly be guided by above.

Hari Om

BIRDINFO Stock Rx – A Vedic Prescription for stock market

Tuesday, October 17, 2006

Panch Tattva: Recent – TCS,ULTRACEMCO,LAXMIMACH -16 Oct 2006

By krsna Khandelwal – A Stock Market Vedic Theory proponent
Gentlemen,
Here are three worthy companies where you may try your hand out as per the given strategy :
TCS(Tata Consultancy Services) @1130/- as on 16/10/06 gets 1020 p0ints and this is healthy point level and those who have faith in IT may surely go for this scrip,I may however advise that in IT sector fireworks would be missing and slow and steady pace of progress may be seen.When the companies achieve more than a Lac of crore in market capitalisation the elephant like gait only may be expected not the lion like springing action.Also since the managements have a bigger stake in these companies they would regularly be selling some part of it for their other monetary requirements.The IT companies do not raise big monies from market because they can not use cash for raising the size of operation in a short time. It has to grow only by making haste slowly.
ULTRACEMCO(Ultratech Cement Ltd) @886/- as on 16/10/06 gets 1071 points and calls for investment,please be ready with stop loss mechanism to move out of the investment at 4% and 8% adverse movement.Review after the next quarterly.
LAXMIMACH(Lakshmi Machine Works) @ 28479/- as on 16/10/06 gets 955 points and the investment in to this scrip should wait and only on deep correction this may be bought,,best is to wait till next quarterly.
We have a ray of hope that some of the well managed companies which give out their performances early have shown very good results so there seems lesser worries on the price front and the Nifty may manage to stay above the peak achieved earlier in May 06 after decisively crossing it.
Hari Om
BIRDINFO Stock Rx – A Vedic Prescription for stock market

Monday, October 16, 2006

Market Matrix: The Sensex Possibilities – 16 Oct 2006

By krsna Khandelwal – A Stock Market Vedic Theory proponent
Gentlemen,
When the Sensex touched 12736 on Friday the 13 Oct 06 there was lukewarm response from the side of public at large.The reason lay in the fact that only select stocks had gone up and the rest were resting still. The euphoric conditions without general participation are viewed with suspicion. Coupled with it when some reports are seen which give only half baked analysis,I rather surprise at the state of affairs in financial reporting. The following are the excerpts from an article that appeared in the TOI(Ahmedabad Edition) on Saturday the 14 Oct 06:
‘Sensex touched all time high 12736 points on the 13 Oct.This discounts PE for Sensex at 22.09.On May 10th 06 Sensex at 12612 was at 22.15 PE.ENAM expects the 06-07 earning to go up by 32%.With improvement the EPS for Sensex as a whole, would work out to 672/- and the discounting for Sensex would come down to 19 PE. ENAM further expects the 07-08 earnings growth @17% , after which the discounting would further come down to 16 PE as then the EPS would be 785/-.’
The writer Mr.Prabhakar Sinha has further contended that present high discounting is in expectation of high rate of growth.As earnings would be bigger next year the discounting ratio for Sensex will come down naturally.
I now request my readers to further understand the whole thing given above.While one may not entirely dispute that the EPS for the Sensex would go up in the current year and the next and it may actually touch 785/- for the sensex. Resultingly the sensex PE would be down to 16. Now should it be any comfort going forward at this level of discounting? Before answering this question we have to also raise the bar for Sensex. Over two year holding period the cost of carry at just a moderate 10% p.a. would actually be taking the real level of Sensex to 15400 points.Therefore the EPS of 785/-,as expected, would be discounting the Sensex at over 19 PE multiple. So, in practical terms no ground would be gained and risk would remain glaring in the eye of investors. This simple but useful exercise is enough to put off the serious and risk averse investor from making foray in to market at this high level generally. However, the specific stocks may be selected and bought. They say in the game of Bridge that whenever in doubt play trumps, I say that whenever in doubt in the stock markets check ‘panch-tattva’ points. You are welcome to contact me at <!– D(["mb","\'krsnakhandelwal@yahoo.com\'.

HariOm

krsnaKhandelwal

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Hari Om
BIRDINFO Stock Rx – A Vedic Prescription for stock market

Saturday, October 14, 2006

Market Matrix: General Scenario – 14 Oct 2006

By krsna Khandelwal – A Stock Market Vedic Theory proponent

Dear Friends,

The last week has been somewhat special. The indices have charged up, however, the portfolios of people may not have shown the corresponding appreciation. This is a cause of worry. In times of such wonderful news flow facility, there are still some people who have news before every one else. I mean the insider trading is rampant and the SEBI may not check it as the ways of these people are now more improved. We have to beat the insiders at their own game. How can we do is to stick with the principled approach. The Rome was not built in a day; some people want to build the whole Italy in a day. By this, I have referred to the march of indices at the hands of some handful. I have to say again that our ‘Panch Tattva Teknik’ is a great tool to navigate and profit during the turbulent period without having to burn fingers.

On the political front our Man Mohan, who so innocently endears himself to every body, talked tough on the public platform. He said that the SEZ initiative would be unruffled, come what may. He has tried to be statesman without achieving the heights of the tallest one amongst the PMs of India i.e. Nehru. Once upon a time Nehru had toyed with an idea of Mixed Economy. He then was bent upon giving it a firm character which could be possible by first taking every body concerned in to confidence and starting it at the party’s(Congress party) own platform and then on the platform of ‘Loksabha’. In the process, he started a public debate and after the fierce arguments for and against at every possible public and private forum, a consensus opinion developed and the Industrial Policy Resolution of 1956 was passed. This is the route the statesmen take unlike what the lesser ones do and where the power centres start very casually addressing their own constituencies. Let us hope that the graduation to the league of Nehru would not be difficult for Man Mohan eventually, after all, he prefers to dress like Nehru, but lacks to communicate like him. Do not blame him entirely for this, he has had a different kind of greatness thrust upon him, he is great in his economics no doubt.

You were told about the ‘Tata Steel-Corus Saga’ last week. What was told has come prophetically true.Tatas would find it hard to clinch the deal. They may do the best to keep the investing in the CORUS group under the Tata groups own investment arms for the time being, by raising moneys out of profits and dividend receipts and out of proceeds of selling part of their stake in TCS. After some time they may try their hand at full merger or take over by Tata Steel. Do not do this and I do not find a suitable way, which will not upset the applecart of the Tata Steel shareholders. Interest of the company’s shareholder should be supreme in the eyes of the just managements, not their own private dreams. Those who wish may surely invest in Tata Steel for the price today is at risk free level, come what may.

Wishing you a very happy Shubh Deepavali.

Hari Om

Posted in 2006, Uncategorized | Leave a Comment »

panch-tattva/ptpts post result/ from the archive

October 5, 2007

Thursday, October 12, 2006

Panch Tattva : Recent – Dalmia Cement, Shree Cement, Crisil, Apollo Tyres -12 Oct 2006

By krsna Khandelwal – A Stock Market Vedic Theory proponent

Gentlemen,
The following companies have been studied for their ‘panch tattva’ points and you may have a look for necessary further action, if satisfied:
Dalmia Cement(dalmiacem) @ 444/- as on 12/10/06 gets 1140 points and you may regularly buy in moderate to good quantities and keep booking profits,please also use stop loss at 3% and 6% adverse movement against your cost on average.
Shree Cement(shreecem) @1143/- as on 12/10/06 gets 1192 points and follow the same strategy as in case of dalmiacem.
CRISIL @1773/- as on 12/10/06 gets 1032 points and one may go for it with stop loss limits at 3 & 6% on half and half quantity in hand.
Apollo Tyres (apollotyre) @340/- as on 12/10/06 gets 1007 points and you may actively trade in this scrip by buying regularly and by booking profits along the way,follow the stop loss at 3 & 6% adverse movement on half and half quantity in hand on your average price.
I wish you all good luck and the investors with spare money should have occasion to rejoice as all the four are for buying.
I must draw your attention to the fact that the trading decisions are your own responsibility, mine is only a method based advice on sound principles. You may contact me at krsnakhandelwal@yahoo.com for fee based advice for your portfolio.
Hari Om

BIRDINFO Stock Rx – A Vedic Prescription for stock market

Wednesday, October 11, 2006

Panch Tattva : Recent – INFOSYS – 11 Oct 2006

By krsna Khandelwal – A Stock Market Vedic Theory proponent

Gentlemen,

This is the first major company to have declared results for the last quarter.This has set the pace for the IT scrips which have flared up but the rest of the market has not been in too happy state.My calculation of the ‘panch tattva’ points for the company however does not throw up the possibility of grabbing this scrip right away at the present price and you may note the following:

INFOSYS @1980 on 11/10/06 gets 960 points and it is not the right time to invest in this scrip and those who hold it may better sell for the time being as they would have an opportunity to buy it back at lower prices.This scrip at this juncture is at a point that it should not be bought when it is in falling mode and if it goes up in price it will be risky to buy this scrip, in any case, my simple advice to investors is that they go for other sectors with promise rather than try their hand in IT for now.

Hari Om

BIRDINFO Stock Rx – A Vedic Prescription for stock market

Panch Tattva : Recent – Sintex,Shrenuj,Eastern Silk Mills – 11 Oct 2006

By krsna Khandelwal – A Stock Market Vedic Theory proponent
Gentlemen,
Please be ready to take advantage,the following have been given the ‘panch tattva’ points after the results for half year ended 30 sept 06:
SINTEX IND @190 on 10/10/06 gets 900 points and therefore there is no buying opporunity here.
SHRENUJ & CO. @43 on 10/10/06 gets 986 points and you may buy it regularly in small quantities with an eye on profit booking and alwayays be ready to use stop loss for the half and half quantity in hand if there is 4% and 8% adverse movement.
Eastern Silk Ind. @263 on 10/10/06 gets 1127 points , buy it and follow the same strategy as in case of Shrenuj above.
You may ask ‘panch tattva’ points any time for specific scrips for a charge of INR20/- per scrip covered under NSE 500 and the rest for INR50/- per scrip.Please do not ask for the newly listed and thinly traded scrips and companies with turn over under Rs.200 cr annually.

Contact phone number and email address are available in previous posts.
Hari Om
BIRDINFO Stock Rx – A Vedic Prescription for stock market

Monday, October 09, 2006

Suzlon,Reliance Comm,HLL,L&T,Indian Hotels

By krsna Khandelwal – A Stock Market Vedic Theory proponent

Dear Investors,

Some scrips have been analyzed and ascertained by their ‘Panch Tattva’ points.The recommendations based on this analysis are given as under:

Suzlon @1248 on 9 Oct 06 gets 904 points and therefore cannot be bought now, wait for half-yearly result.

Reliance Comm.: For this scrip it is necessary that result for the period ended 30 Sep 06 is out as this is newly structured company.

HLL @243 on 9 Oct 06 gets 951 points and this can be regularly bought on declines and kept for medium term, points upon new quarterly results should be checked.

L&T @1290 on 9 Oct 06 gets 808 points and therefore is not fit for investment, however it can be bought upon substantial corrections .

Indian Hotels @1381 on 9 Oct 06 gets 906 points and should not be bought. If there is substantial improvement in coming quarterly results then it can be considered for buying hence please wait until then.

Hari Om

BIRDINFO Stock Rx – A Vedic Prescription for stock market

Posted in 2006, Uncategorized | Leave a Comment »

panch-tattva talk/ form the archive

October 5, 2007

Friday, October 13, 2006

pnach-tattva update

By krsna Khandelwal – A Stock Market Vedic Theory proponent

Gentlemen,

The following banking scrips have been evaluated today and you may choose to trade accordingly:

UTIBANK @916/- as on 13/10/06 gets 956 points and I would not prefer to go for this just now, however, on good discount from this level you may add it to your portfolio and review on next quarterly result.

J&KBANK @487/- as on 13/10/06 gets 1132 points and this is good for investing right away in two/ three strokes over the week and please be sure to apply stop loss at 3% and 6% adverse movement against average price of purchase for half the qty each time.

Market has again shown the tendency to behave erratically as has always been the phenomenon at the peak of indices, which have more question marks than the decisive purchases for the long/medium term. Investors have been trapped in such a scenario hence please look for values which are easily determined under the ‘Panch Tattva Teknik’. Please do not hesitate to inquire for the ‘Panch Tattva’ points for the stocks you intend to invest in or hold. Know the basic strength of the company before a decision is taken and you can contact us through email at krsnakhandelwal@yahoo.com for this information. If you are following this, you may already have the idea as to how it is practically working. Point level of ‘1000′ suggests that the price level is just right and following the strategy given in the advice is also important

Hari Om

BIRDINFO Stock Rx – A Vedic Prescription for stock market

Posted in 2006, Uncategorized | Leave a Comment »

panch-attava talk/from archive

October 3, 2007

, October 06, 2006

Market Matrix – Tata Steel eyes Corus – 6 Oct 2006

By krsna Khandelwal – A Stock Market Vedic Theory proponent

There are some reports that Tata Steel is going to bid for take over of Corus, the Anglo Dutch steel major. It has been valued at about $10billion and has sales turnover of about five times of Tata Steel. In light of this development, we have to judge the effect on Tata Steel stock prices in India. The real motives are not clear except for the fact that the Tatas may be riding high on strength of the profitability of their Indian operation and must be feeling confident to raise the required money as the lenders also are weighing their strengths favourably.I must caution you that such kind of dreaming (to be big internationally) is OK for the management but surely is detrimental for the share holders.

Now what the shareholders do? The strategy best adopted should pay off either way i.e. if this finds substance and translates in to reality and reversely if this turn out to be an unrealised goal. My simple advice to Tata shareholders is that they should keep buying the Tata Steel share if the price falls in near future as this will make the attempt to take over difficult and it would be dropped ensuring the safety of investor. Now in case some quarters are optimistic and they start buying the Tata Steel share and the price surges in a short time substantially please do not wait and unload what ever you have as stake in Tata Steel on to the over optimistic buyers. Actually, there may ensue some kind of operation directed at controlling the Tata Steel share price with a view to keep the take over strengths in tact. You and I would not know who is doing what with what purpose in mind but strange are the ways where big deals are involved, so best is to be out of the line of fire and have the chips in pocket (which equals two in the same fashion as a bird in hand is better than two in bush).

You may have noticed that since before the matter has been made public the share price of TCS is seeing erosion in value.Tatas seem to banking on to raise funds on strength of TCS stakes with them and partly they would be raising funds by sales of TCS shares. We do not have to doubt their capacity to clinch this big a deal as the group has the wherewithals.There must a fear in mind of Tata promoters in respect of the hostile take over. They have such poor stake in Tata Steel that if they try to take it to 51% the prices would go through the roof .Since the time is short and they are on an expansion spree they are killing two birds (rather three) with one stone. For one this take over would make them access the latest of technology without any fee payment for their domestic expansion, secondly they would have made the merged enterprise so big as to make it impossible for any body to think of hostile bidding later on and the third is that the Tatas have grown so much that it is uncomfortable for them to remain confined to India and therefore why not be a truly multinational group with such grand entry.

The idea seems to be routed also in the fact that the managerial talent in Europe now comes at a tremendous cost to company and this would be taken care of by Tatas with the help of their managerial pool in India. When the European companies do not aspiring people of young age these kind of overtures are not resisted with full force(the Arcelor take over is the case in point).

Allow me discuss some thing more here. The Europeans were not borne yesterday, they have also the capacity to look for the returns better then they presently expect on their European investments. A rupee of investment in Europe is unlikely to generate as much as in ,let me say, ‘BRIC’.So why not have the money shifted to newer places and newer industries. From this angle, Tatas are on the wrong foot and they should not go over board in this case by offering fancy price.

Hari Om

BIRDINFO Stock Rx – A Vedic Prescription for stock market

Disclaimer:The contents of the above articles are the intellectual property and copyright of the author. This article is purely for author’s views on the matter and if you choose to act upon the information contained in the above article it is at your own risk.

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panch-tattva talk/oct 2006

October 2, 2007

Sunday, October 01, 2006

Market Matrix – Weekend Sectoral Scan for Investment – 1 Oct 2006

By krsna Khandelwal – A Stock Market Vedic Theory proponent

Friends,

I am just reproducing the matter posted on this very site on 23 July 06;it did encompass the mood and idea prevailing at that time. Since than much has happened and now, the frenzied atmosphere is back in the markets. You have been listening to my word of caution for some time now. Those who acted on advice then may please note that I would like them to be in cash to the extent of 60% and wait for the right time to invest back again. The text of the matter is given below:

‘Market Matrix – Weekend Sectoral Scan for Investment – 23 July 2006

Now, it is the time to be foolhardy and stick with investment; you should however slowly invest and finish your full potential to invest until middle of November2006. India story is in tact and is getting better by the day. The steel sector though under threat from China side is still good in scope in India. Cement sector had been advised to stick with and has given good rewards since then. You may recall that the auto sectors was advised to be disinvested and you now have much lower prices to enter back when you deem fit considering the future prospects which according to me are yet not good enough.

IT sector would remain sluggish; in spite of such profit growth, no spectacular advance has been seen. I think Wipro management would reduce promoter holding in this scrip and it would feel heat on this account. Some smaller companies presently out of favour may give pleasant surprises.

Traditional industries are better placed now as the market is growing for their products and no substantial capacity is being added. Retail sector is not in good shape either. The companies like L&T may reward handsomely hence may be bought whenever there is decline in market. Let there be further unfoldment of results, more clarity will emerge. The actual investment should be done with your own homework as this advice is without any obligation on my part.’

My latest stock specific advice would follow shortly on the basis of analysis under the ‘Panch Tattva Teknik’ after the results for the quarter ended 30 Sep 06 are in hand.’

Hari Om,

krsnaKhandelwal

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post on 5th sept 06

September 19, 2007

uesday, September 05, 2006

Market Matrix – Forex convertibility and participatory notes – 5 Sep 2006

By krsna Khandelwal – A Stock Market Vedic Theory proponent

The RBI has further acted upon the forex front and has given the road map for the eventual forex convertibility. Since this is major reform and has called for substantial groundwork, it has been welcomed by the markets in the like spirit. There is however, a disturbing fact emerging and it is the fact that PN (participatory notes) have been responsible for a big chunk of inward money flow in to the stock market. Since the route to find out the real persons behind the PN is not open and the identity of the investors may of dubious nature, the RBI has wanted to curb this practice. The needle of suspicion points towards domestic wrong doers, they may be the smugglers, corrupt politicians and may be big businesspersons who have avoided tax and want to stash away some money in safe havens. Until the time when the dollar used to appreciate it was alright to keep money in dollar denominated investments but lately the trend has been such that it is wise to make money in Indian markets and not suffer on account of weaker dollar. This scene perfectly fits in to the logical theme of lot of people bringing money through PN route. This is serious by any standard and has to be dealt with firmly, let us hope some thing is done by the govt. and let us hope that the creekers and thieves do not have any kinship.

The movement in indices has suddenly become slightly skewed, the premium on calls and puts has behaved not in exact line with underlying securities movement, and this may be precursor to unfolding of some dramatic scene. This time is to sit pretty and wait for guidance available after the initial half yearly result early next month. Around this time in the year, the money market is usually tight but that does not seem to be the case in this year. Buying cheap and selling dear has been the layman’s ‘mantra’ and should be followed in the present time, meaning thereby not to go for fancy PE stocks and book profits which come your way without any apparent logic.

Hari Om

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post on 9th sept 06

September 19, 2007

Saturday, September 09, 2006

Market Matrix – Indian Auto Scene and trends in valuation – 9 Sep 2006

By krsna Khandelwal – A Stock Market Vedic Theory proponent

There has lately been an upsurge in auto equities on account of two factors , namely, the drop in oil prices and the other on account of robust sales performance by all the segments of automobiles and two/three wheelers. While the high sale figures suggest that India is now riding on the back of a very resilient economy and it has developed a sort of immunity towards the world oil prices. This immunity may be due to the reluctance of the govt in reflecting the real pricing for the petroleum products in retail. Although this is some thing that would be despised by the reformists but some how this very practice has given stability to the nations’ economy from the frequent jerks that it would have felt on account of completely free pricing mechanism. The policy of restricted increase in oil products prices would have damaged the economy in the end had the crude oil prices not moderated and would have continued their journey upwards. Now, it is the time for the policy makers to adopt a sound policy in this regard. In my opinion, the best thing to do is to have the past one-year moving average of the international crude prices as the benchmark price based on which the retail prices should be worked out. This would on one hand smoothen the retail prices in respect of advances/declines and on the other hand not hurt the auto industry unduly because of the factors not in its direct control. This would also not take away the incentive to search for the alternative fuel sources every now and then.

We have now to take in to account the stock market related matters for the auto sector. In my humble opinion, the auto scrips have been priced too optimistically and retention at this level of pricing does not seem possible. The discounting of auto scrip should now be more cautious rather than more liberal. We do know that auto industry has been able to reduce the production cost due to the higher volumes and due to their ability to dictate terms of supply of components and original equipment viz a viz the auto component manufacturers. This advantage may not last for long as the profitability of the component manufacturers has been very strained and they have not had the benefit of increasing sales volumes. I think with their demonstrated capacity to be able to supply to the world at large the components of world standards in quality, the day is not far when they would demand their rightful share in the auto boom currently being witnessed. Since the end product price may not be raised due to consumer resistance I think the brunt of the sharing of profits equitably will have to be borne by the manufactures of cars, trucks, tractors and two/three wheelers, all of whom have had a undreamt streak of good fortune even in the face of historically high crude oil prices, due to the factors enunciated above.

In light of what I have explained , the prudence demands that love for auto assemblers’ scrip is diluted to the level of love for equities in general that is to say that they should be subjected to discounting at the level of PE which the Nifty and Sensex stocks command at the moment and not beyond. For the purpose of record, I may mention that the major indices are at the PE level of around 20(Nifty closed at 3471 and sensex at 11918).

The expectations in market have to be adjusted in light of US economy suffering from slow down fears and Bank of Japan possibly raising the interest rates. Therefore, in India we should maintain a cautious optimism.

Hari Om

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post on 9th sept 06

September 19, 2007

Saturday, September 09, 2006

Market Matrix – Indian Auto Scene and trends in valuation – 9 Sep 2006

By krsna Khandelwal – A Stock Market Vedic Theory proponent

Hari Om

BIRDINFO Stock Rx – A Vedic Prescription for stock market

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