Are Telecom Stocks Heading for a Crash?
Sometimes it is hard for people to agree when you make a crazy sounding prediction, no matter how strong the facts backing you. Telecom Stocks could correct by up to 80%. The nature of technology is such that a minor up-gradation can often make redundant even the most well established businesses. From video/ audio cassettes, […]
Indian Stocks – Debt & Market Capitalization
Over the last 8 years, BSE Sensex has delivered a return of ~ 24% (i.e. from 21,206 in January 2008 to 26,392 on 28 January 2015). Yes, since 2008 (pre-crash levels), bench-marked Indian stocks have risen by approximately 24%. 8 years for a meager 24% return is disappointing to say the least. Even a […]
Future of Metal Stocks in India
Like Chinese goods, the Chinese Bull Run came with no guarantees. It also met with a similar end. As the world looks for a new growth engine, can India provide an alternative? Over the last few months, metal stocks in India have taken an absolute hammering. This has more to do with a slowdown in […]
Pay Attention to Stock Market Experts on Television?
POST UPDATED – WATCH END OF POST A few days back someone on twitter wrote in to me: In my view, if television experts were correct with their recommendations, they would be the richest people on earth; the fact is that they are just as right or wrong as any of us. Like many online […]
Nifty 50 Companies – List & Sector-wise Weightage
— UPDATED BASED ON CHANGES EFFECTED ON: 27 March 2020 Here is a breakdown of the 50 companies which constitute the Nifty 50. Over the last decade, while sectoral weight-age has remained largely similar, the constituent companies have constantly changed. NSE has made the following changes in the composition of Nifty 50 index effective from March […]
Nifty Results Analysis – Q1 | 2016
Yesterday on ET Now – analyzed earnings trend for constituent companies of the S&P CNX Nifty. On Year-on-Year basis (Q1 2015 to Q1 2016) earnings showed a decline of ~1.4%. In comparison, stock prices went up by over 13% during the last 12 month period. Current PE Valuation of the Nifty = 23.10 Excel Calculation […]
PSU Bank Stocks and Basel III Capitalization Concerns
Over the last 5 trading sessions, stocks of public sector banks have surged anywhere between 5-25% in trade. They have caught the attention of investors and traders alike. Besides old timers who invested in PSU bank stocks for high dividend yields, there are many others who now believe that these banks could turn things around […]
Is This Time To Go Short on Stocks?
If you read my previous posts you will know that usually I am not the one who recommends going short on stocks. Almost never! The big advantage of not being extremely dogmatic with how money making is done is that when opportunities are crystal clear you implement them: Why You Never Hear About Obvious Opportunities? The […]
Indian IT Stocks – Industry wise Revenue and Exposure
Much against the overall market trend of are super expensive valuations, large cap IT Stocks are optimally poised and are likely to provide green shoots going forward. Nifty PE Ratio (28 July 2015) 23.21 Average PE Ratio for top 5 IT companies (5 year average) 20.43 Average PE Ratio for top 5 IT companies (Current […]
Infibeam – IPO Review
Key Facts: [1] Integrated Business Model – Infibeam Limited (“Infibeam” or the “Company”) operates in the following divisions: Infibeam BuildaBazaar (BaB) – an ecommerce platform which provides cloud-based and customizable digital solutions and other value added services to enable merchants to set up online stores. As of March 31, 2015, the Company had 33,489 registered merchants on the […]