Category: Sector

Categories
RealtyStocks

Sector Focus:Realty Stocks

Realty stocks seems to be back in focus for punters in the market.

We have stocks like Ashiana Housing and Kolte Patil at 52 week highs.

Kolte Patil is especially interesting…it has zoomed by nearly 70% in the last one month alone (16 Nov-18 Dec)

Thats whats makes the Indian equity markets so exciting…there is never a dull moment !

Readers may be interested in knowing that Crisil is conducting a free webinar tomorrow on select real estate companies.According to them, “these select real estate companies are at historical low valuations and offer strong upside”

The companies are Ashiana Housing Ltd , Bhartiya International Ltd ,  Nitesh Estates Ltd ,Parsvnath Developers Ltd  and The Phoenix Mills Ltd

Categories
SolventExtractor

Diyas, Oil and the Stock Market

Had gone shopping for diyas and oil for Diwali.The high price of oil gave me a minor sticker shock.

A bit of data digging reveals that Solvent Extractors have been the worst performers of the stock market.

Check out the last one years performance (2 Nov 2011-2 Nov 2012):

KSE (-11.29%)

RuchiSoya (-39.27%)

Gokul (-55%)

KSOils(-55.67%)

RajOil (-78.35%)

So just like you can have high realty prices but lousy real estate stock prices, you can have high oil prices but lousy stock prices.

Categories
Banks Video

Chanos still shorting China Bank Shares

Aren’t Indian PSU Banks in the same boat…?

Categories
Tyres

The Tyres Roll On

The year so far has been great for tyre stocks.Falling rubber prices have ensured that the stock prices have been rising.

Check out the performance of tyre stocks so far (2 Jan 2012-3 Sep 2012):

JKTyre: 78.39%

BalKrisInd: 71.85%

ApolloTyre: 58.15%

Ceat Ltd: 50.2%

MRF: 45.27%

TVSSRICHAK:14.36 %

Categories
MSOStocks

The MSO bull run continues

Way back in end March, I had blogged about the bull run in Multiple System Operators due to the Cable Digitization Bill.

Well, since then, the bull run has continued as can be seen from the performance below:

WWIL (121.25%)

DEN (13.67%)

Hathway (6.91%)

Too bad Parliament is stalled else it would have generated some more stock picking ideas !!