hey ace_bubble, nice data. where did u picked it up?
anyway, we r still minnows compared to the NYSE. and besides market cap, the top US companies r huge also in their size compared to ours.so, can't blame them fr their valuation. we r still small.
the reason fr the high stakes of promoters is their fear of takeover by somebody else (most r family business). so, they try to have majority stake. in US, a group of diverse ppl make the board. here most r family members and few have professionals at the top (except those owned by govt).
IMHO, our markets r always run by certain groups, which changes according to time.
prior to 90's, it was UTI,then big bull (HM), then FI's(mostly govt ones), then after US-64 and KP fiasco, it is turn of FII's to rule the market.n these days, they seem to purchase at lowest and they sell at highest. in short, they deside it.
hey mailtabrez, the auto stocks were hot 4-5 mnths ago. now most had appreciated.
so, u r late. pick IPO's. some gr8 ones r still left (read NDTV and TCS). besides my watchlist has telecom and textile sector.
mux
I have a query here. I am planning to learn basics of equity market and people suggested to learn the basics through the simulator offered by sites like..
www.icicidirect.com
www.moneycontrol.com
www.sharekhan.com
I am not able to locate the simulators.....however i did find a simulator on
www.investopedia.com
Can anybody suggest where to start from and help me locate the simulators in case they have 
Suggest me the "best" as i started losing track of the discussion on equity market after few posts
SHUKI
simulators??!!
at sharekhan.com...they hav a game called BULLSEYE..where u hav Rs.10,00,000 n u can invest in atmost 5 stocks....I earned a profit of 8000 on my investment of 10,00,000 i.e. 0.8% profit in the 1st week(not bad!!!!!!)...i played jus 2days in that week cud hav done bettr(or meybe worse!!!!)
MUKS
IPOs...i intend to giv TCS,NDTV a shot.....u said u searchin for telecom n textiles...telecos mein IDEA IS gonna come up wit an IPO....even DATA ACCESS..its got a bit delayed now.i am lookin at these too.
hope i hav enuff cash to invest in them....N EVENTUALLY LAND UP WIT some of em
hi guys ..
this is nothing related to Equity markets .. but finance..
just chek out the attachement .. tis something that i compiled when I was in INFY..
njoy n do tell me how u find it ... take ur own time ..
disclaimer:- (if copy rights are offended, do tell me .. ill remove the post).!
Njoy ..
Jon.Arbuckle
P.S - Check the Finance fundamentals document!
hey guys, new to this thread... was busy the last week and gave PG the slip..
abt the markets.. well ive been in it since a year and bcoz of the bull run made cash...nothing big...but good nonetheless for a first timer...
my style is a short term basis...i ususally dont keep stocks for more than 2 months...(exception last month ..no inflows ) riding a short wave..wot?
well on picks for the long term i agree on MRPL being a real good stock...bought it around 47 and waiting for the long term...
another good pick is hindustan zinc...have been reading abt this co after sterlite took over has inc the productivity and theres the demand from china to boot... dunno over the long term...
considering the textile market is going to open up in 2005, can someone check out arvind mills, or any other garment exporter...pls i wanna cash in on this now ...
i guess one of the best places to invest will be the power sector...rel. energy and esp. tata power power demand is gonna surge with the economy on the upswing...
another thing abt pharma, is it supposed to be the nxt bubble or boom?
keep on the disc.
xcess
ps: and abt the online trading part , i have an HDFC Securities account and have no problems whatsoever...only hitch is tht it is only regd on the NSE so i cant trade the BSE specific stocks.
Kanti: i agree with ur perspective, i recommend a buy on HLL 😁 . With the improving volume growth in its sales, my call is that the scrip will see an uptick from its current levels. So HLL is def a buy at current levels!
Ace bubble: That was a gr8 piece of info cpmparing the stock exchanges! i have saved ti for future ref..that was really gr8! thanks a lot
Muks: Welcome dear buddy!
I think MRPL is a good take right now...but only if ur plannign to hold it over a longer term!
Hey Jon,
Nice collection there..very good. But some of the docs would come under Infosys Intellectual property guidelines.... this can land u in trouble.
-Kanti
PS: Moi already downloaded the material:)
gr8 collection jon. couldn't read the whole thing now but will read it. really a good collection.
hi there archana. r u really an investment advisor? anyway, ur analysis is always gr8. 😃
Xcesstorque:yup buddy, me too bullish on Arvind Mills, doing a little searching on the stock.only bad thing which i know is that some of its top management left a little while ago blaming it of non professionalism.that's my only worry on it.
power stocks r hot (although a little expensive at this stage). they r a good pick if they come down a little. me thinks rel energy is definately better (track records of ambanis) and costlier .
pharma will be like IT. some good,some poor. basics and R&D; will matter most.
muks
well NE 1 read swainathan anklesia aiyar's swaminomics this sunday... abt how the developed countries have to invest in developing countries...well his thots got me thinking... well, mois planning to become a millionaire when i'm 30 odd.... gathering stocks in bits and pieces for a long term... 😁 theres no doubt that we are in for abig time boom sumwhere in the future...so "mil baat ke khayenge...mil baat ke khelenge ... aur mil baat kar paisa banayenge"...guys get ur thinking caps on...the trick here is getting low priced or undervalued stocks of blue chips and collecting them at liesure in small quantities...planning to do analysis for a few months or so b4 starting.
MRPL is my fave....(a bit baised too since i hail from thereabts) 😁
xcess
muks: Thanks for rating my analysis as good! 😃 Hey i was workng as an analyst with an ivestment banking co. in equity research, and i did a major of FMCG related stuff. Quitt he job to struggle fr an MBA admission. After all that depressing period, i finally see a ray of hope thru admit at Spjain Dubai for investment banking. I HAVE ot exel in order to stand out in a class of 8-10 CAs !...pray for me! 
hey that attach from infy-good boy (sorry cant rem the name) was fundoo. Thansk a lot yaa!
Kanti: congrats for making it to IIT khgpr. i am sure u will rock!...
its really nice to see all our techies take so much interest in eqity markets...but i wonder why arent the CAs/ Bcom-ites with background in stock markets, not contributing to this?? :(
i am sure , this is def a produtive discussion and can add a lot of value to the readers!
what say junta?
Ace bubble: That was a gr8 piece of info cpmparing the stock exchanges! i have saved ti for future ref..that was really gr8! thanks a lot
Thanx archana 😃
u seem to be analysing stock market for quiet some time ...
its nice to have u here (on this thread) .. 😃
busy these days but sometimes later would trouble with my never ending doubts
here is some sets of links that i use in my analysis
URLPurpose
http://www.equitymaster.com/research-it/sector-info/Sector wise research of indian companies (year old data)
http://www.equitymaster.com/research-it/company-info/Company financial information
http://www.equitymaster.com/research-it/compare/compare_comp.aspComapring two (related business) companies (year old data)
http://www.indiainfoline.com/stok/Sector wise stock information at BSE and NSE
http://www.indiainfoline.com/comp/Indian companies news and information
http://www.indiainfoline.com/sect/Sector news and information
http://www.moneycontrol.com/stocks/index.phpMarket snapshot and news
http://www.moneycontrol.com/stocks/marketstats/marketstats.phpMarket statistics of BSE and NSE (includes all the information)
http://www.moneycontrol.com/stocks/cptmarket/cptmktmain.phpInformation about companies financials
http://finance.yahoo.com/q?s=Yahoo site for US stocks
http://in.finance.yahoo.com/q?s=Tracking an indian scrip
http://bseindia.com/price_finder/stockreach.asp?scripcd=Tracking a scrip on BSE
http://charting.bseindia.com/charting/index.asp?SYMBOL=Charting of a scrip on BSE
http://bseindia.com/qresann/result.asp?scripcd=Results at BSE
http://charting.bseindia.com/charting/help/Information about interpreting the market indicators
http://stock-anal.com/Free Chart for analysing stocks on various parameters
http://www.investopedia.com/university/Tutorials about various investings
http://www.investopedia.com/university/ratios/ratios1.aspRatios to analyise companies
http://beginnersinvest.about.com/cs/investinglessons/Lessons in investing
http://www.investorwords.com/Financial glossary
apart from that regular ET and a book on investments ..
and the power of google
hope its help ...
cheers
😃
i finally see a ray of hope thru admit at Spjain Dubai for investment banking. I HAVE ot exel in order to stand out in a class of 8-10 CAs !...pray for me!
Kanti: congrats for making it to IIT khgpr. i am sure u will rock!...
Thanks Archana for the wishes. I am sure u will outperform ur class at SPJAIN Dubai.
Coming to stock picks..as i said before MRPL is my fav bet...i have [email protected] and am waiting for a correction to reenter this script.
Other scripts...depends on wat u r looking for...long term gains, dividends or short term money...moi a long term investor n generally go for stable, dividend paying cos...an example could be chambal fertilizers..the stock would remian in 18-24 price band but would always give a dividend of 22-25% on face value 10 every year...thus, the ROI is pretty good. Other stocks to watch out for are ONGC...with the recent findings of OVL, it's looking pretty good.
I want to enter the auto sector but most of the scripts are overpriced so, am waiting for a correction.
Is anyone interested or trades in derivatives..moi still learning the basics n i believe there is a lot of money to be made here if u r good.
SO MANY LINKS. 
wow ace_bubble, tumne to line laga di. tusi gr8 ho paaji.it requires a lot of patience to even post them .
keep it up.
muks
hey ace-bubble..thanks so much for such lovely links...aap gr8 hain!....really gr8 yaa....thanks a tonnnnnnnn!
gby
archana
hmmm...
good stock picks in this forum!!!
Now that the market is due for a correction, one can look at buying PTC or Biocon when the price dips.
PTC as per valuations is looking expensive but it really should not be compared to other power companies.
Its business model is totally different plus there is only one such company in India, making it a rare monopoly in today's economy.
What say ppl.?
Hi,
this thread has become somewhat famous 70+ posts and 1000+ visits god going folks 😃
I make it a point to visit this thread atleast once a day and look at what's latest on peoples mind.
Today I stole some time to check the previous posts and have found some regular vistitors (posters) on this thread ...
they are:
nickspeedster
archana
mucks
kanti
ace_bubble
xcesstorque
mailtabrez
post2ashish
snan
photon
i believe all of you must have some or the other stock in your kitty.
i dont know how many of us would be left for posting latest news, stock hints etc ..
after bschool results are anounced.
some i know would be off
snan - iima
archana - spjain
kanti - iitkgp
dont know bout the rest ...
I just hope that all of you would continue to post your picks latest buzz in the stock market and keep the others informed.
I started of with neyveli lingnite and planning a long term on it.. PTC is a good bet.
on a short term I can suggest you two sectors banks and sugar( the interest rate for borrowing from the national sugar funds would be reduced by 2% points, so spurrring the investements there).
I had identified some banks three months back and they are doing great now .. somehow that time i did not have a demat account.
textile and steel are next in line but that would be after elections cos lot on these depends on the quota policies in comming year.
challo from moneycentral.com I have found 20 broad sectors in which industries can be classified.
I ll be posting some picks from each sector somewhere in future if and big if i get time
I would leave you with two questions as for now:
1. suppose you are in a tax bracket of 28% .
which would be better investment 6% taxable or 4% tax free ??
2. is sensex price (market price of scrip) wighted average of 30 stocks or market value (market cap.) weighted average of 30 stocks.
cheers
😃
even i make it a point to hav a look at this post atleast 1 a day....btw ace i dont own ne stocks so far...but gonna start tradin in some days time....u bet this post is bcom a HOT PICK n i remain BULLISH on it!!!(pun intended)
the gyaan dat one gets here is good
me thinks the answer to ur 2nd ques is weighted avge of MARKET CAP..dont ask me the specifics...I MAY NOT BE ABLE TO ANSWER IT....wat else can u xpect frm an ENGINEER!!!
also I wanna kno ans to both the ques wit proper reasoning!!!some1 do the honours!!!
As far as I am concerned...have made huge investments in three stocks
1.Tata Motors
2.I-Flex(the next Infy in the making!!!)
3.IPCL(thru the govt. divestment)
Wanted to diversify my portfolio a bit.
The stocks I am eyeing right now are :
1)PTC(as I have said earlier)
2)BIOCON
3)Finolex Cables(this one is again close to a monopoly in the Indian cable market)
4)Global Trust Bank(good acquisition prospect for foreign banks)
Will post more if I can find some good stuff out there...
I am not a big time investor..honeslty not enough money...but i have a decent portfolio..stocks which i own:
1. MRPL bought 6 months back
2. ONGC through disinvestment
3. Chambal Fertilizers - for long term purposes
4. Petronet LNG - IPO
5. L G Balakrishnan n bros: stumbled upon this recently..it's into auto part..supplies chains n like stuff to 2/3/4 wheelers, has got a very good client list from hero honda, tvs, bajaj to mid-segment cars..also provides chains to factories, recently acquired a metal forging factory near Bangalore..was priced arnd 445, has split its face value from 10 to 1 and gave a 1:1 Bonus..currently trading at 18.5.
I had shares of Bank of Maharashtra but sold 2 days back at 45.65..i feel the bank is overvalued at current levels.
Stocks which i am watching:
1. Sail
2. HLL
3. Unitech
4. Indraprastha: this has got back to 90 levels after the ipo boom..am playing the waiting game, will buy it arnd 80.
Thought of investing in NDTV but ipo these days are more of lottery system..u don't know whether u will get them or not, plus ur money is blocked. Had a very bad experience with MCS over ongc..still haven't received 40 shares of ongc..so, am a bit skeptical now.
-Kanti
PS: me too make it a point to check this thread once a day 😃
Yeah I agree with the IPO thing...
first the heavy oversubscription means very less chance of getting the shares and then on top of that the risk of the registrar screwing up!!!