Re: [www.niftyviews.com:23500] Re: 5th BOOM !BOOM Call. !!5thNov.t'2015 Sensex ,Nifty , Bank Nifty. BOOM !BOOM Call. !!

[Mohan Hegde]

Congratulations for Your genius power

Thanks and regards,
Mohan Hegde

On Thu, Nov 5, 2015 at 4:37 PM, Shakti Malik  wrote:

>
> Boom boom Bhai Saheb.
> Shakti Malik
>
> On 03-Nov-2015, at 3:33 pm, Ravi Palwankar 
> wrote:
>
>
>  BOOM !BOOM Call. !! * 5thNov.t**'2015*  Sensex ,Nifty , Bank Nifty. BOOM
>> !BOOM Call. !!
>>
>> *The "WAATCH "analysis suggest:*
>>
>
>
>>  *5th Nov.**'2015* Sensex ,Nifty , Bank Nifty. BOOM !BOOM Call. !!
>>
>> Mega Move expected,*valid for ± 1 Day only. *
>>
>
>  Note- If the BOOM BOOM DAY-Mega mover day falls on a holiday then take ±
> 1 pre or post trading day of Holiday.
>
> Click on the link below:
>>
> BOOM !BOOM Call. !!
>>
>>
>> https://docs.google.com/spreadsheet/ccc?key=0AuT5XLm6-7eudHcxQ1JrOGNMdElONlY1Z0xacUtlWXc#gid=13
>>
>> The "WAATCH "analysis suggest, that it may be a BULL or BEAR rally.
>> Whichever way it will be a Mega Move.
>> GOD BLESS! and  Happy Trading.
>>
>> -Ravi
>> PS: While due care has been taken in preparing the  Analysis, no
>> responsibility can be or is assumed for any consequences resulting out of
>> acting on it.
>>
> This call is only for traders following TA. Gamblers, Punters,
> Tipsters,  godmen, godwomen, dabba trader,novices etc... pls excuse
>
>> Your feed back is welcome.
>>
> ==
> *28th Oct15. Atom Bomb Blast!!*
>
>
> 
>
> *Mkt opened GAP DOWN *
> *Gain  - *
> *NF = 60++ pts.*
> *Sensex= 212+++ pts.*
> *Bank Nifty= 400+++ pts.*
>
> *Thx. for the compliments.*
>
> *Brgds*
> *Ravi*
>
> *=*
>
> From: Mohini Iyer  Date: Wed, Oct 28, 2015 at 1:53 PM
>
> To: longterminvestorsresea...@googlegroups.com
>
>
> *Wow 1 hats off to Ravi sir*
>
> *=*
> From: Karuthiappan 
> Date: Wed, Oct 28, 2015 at 2:37 PM
> To: indian-stock-market-nse-...@googlegroups.com
>
> *Dear Ravi,*
>
> *It is a marvellous mind blowing analysis. Keep it on. God bless you.*
>
> *regards,*
> *Karuthiappan*
>
> *=*
> From: Shyam Kishor Gupta  Date: Wed, Oct 28, 2015 at 2:54 PM
>
> *BOOM BOOM BOOM CALL. ROCKET LAUNCHED..*
>
> *SIMPLY SUPERB SIR*
>
> *S K GUPTA*
>
> *=*
> From: Shakti Malik  Date: Wed, Oct 28, 2015 at 12:15 PM
>
>
> *Great call once again. Great call. Ravi ji Ki jai  Shakti Malik   *
>
>  ==
>
>>  BOOM !BOOM Call. !! *28th Oct**'2015*  Sensex ,Nifty , Bank Nifty. BOOM
>> !BOOM Call. !!
>>
>> *The "WAATCH "analysis suggest:*
>>
>
>
>
>> *28th Oct**'2015*  Sensex ,Nifty , Bank Nifty. BOOM !BOOM Call. !!
>>
>> Mega Move expected,*valid for ± 1 Day only. *
>>
>  Note- If the BOOM BOOM DAY-Mega mover day falls on a holiday then take ±
> 1 pre or post trading day of Holiday.
>
>> Click on the link below:
>> BOOM !BOOM Call. !!
>>
>>
>> https://docs.google.com/spreadsheet/ccc?key=0AuT5XLm6-7eudHcxQ1JrOGNMdElONlY1Z0xacUtlWXc#gid=13
>>
>> The "WAATCH "analysis suggest, that it may be a BULL or BEAR rally.
>> Whichever way it will be a Mega Move.
>> GOD BLESS! and  Happy Trading.
>>
>> -Ravi
>> PS: While due care has been taken in preparing the  Analysis, no
>> responsibility can be or is assumed for any consequences resulting out of
>> acting on it.
>> Your feed back is welcome.
>>
>
>
>
> ==
> *Rocket Lauched zoomed.*
> **
> ===
> *Mkt opened GAP UP Gain  - *
> *NF = 58+++ pts.*
> *Sensex= 214+++ pts.*
> *Bank Nifty= 202+++ pts.*
>
> *Thx. for the compliments.*
>
> *Brgds*
> *Ravi*
>
> ==
> From: Shakti Malik  Date: Fri, Oct 23, 2015 at 12:22 PM
>
> *Congrats once again. Boom boom*
>
> Shakti Malik
> 
> From: Mehak Choksi  Date: Fri, Oct 23, 2015 at 12:36 PM
> Subject: Re: {LONGTERMINVESTORS} Rocket Lauched zoomed. 23rd BOOM
> !BOOM Call. !!
>
> *Congrats, Ravibhau.*
> *==*
>
>
> BOOM !BOOM Call. !! *22nd Oct**'2015*  Sensex ,Nifty , Bank Nifty. BOOM
>> !BOOM Call. !!
>>
>> *The "WAATCH "analysis suggest:*
>>
>> * 22nd Oct**'2015*  Sensex ,Nifty , Bank Nifty. BOOM !BOOM Call. !!
>>
>> Mega Move expected,*valid for ± 1 Day only. *
>>
>  Note- If the BOOM BOOM DAY-Mega mover day falls on a holiday then take ±
> 1 pre or post trading day of Holiday.
>
>> Click on the link below:
>> BOOM !BOOM Call. !!
>>
>>
>> https://docs.google.com/spreadsheet/ccc?key=0AuT5XLm6-7eudHcxQ1JrOGNMdElONlY1Z0xacUtlWXc#gid=13
>>
>> The "WAATCH "analysis suggest, that it may be a BULL or BEAR rally.
>> Whichever way it will be a Mega Move.
>> GOD BLESS! and  Happy Trading.
>>
>> -Ravi
>> PS: While due care has been taken in preparing the  Analysis, no
>> responsibility can be or is assumed for any consequences resulting out of
>> acting on it.
>> Your feed back is welcome.
>> 
>> From: suraj shetty > Date: Fri, Oct 16, 2015 at 5:12 

[www.niftyviews.com:23499] Re: 5th BOOM !BOOM Call. !!5thNov.t'2015 Sensex ,Nifty , Bank Nifty. BOOM !BOOM Call. !!

[Shakti Malik]

Boom boom Bhai Saheb.   
Shakti Malik  

> On 03-Nov-2015, at 3:33 pm, Ravi Palwankar  wrote:
> 
> 
>>  BOOM !BOOM Call. !!  5thNov.t'2015  Sensex ,Nifty , Bank Nifty. BOOM !BOOM 
>> Call. !!
>> 
>> The "WAATCH "analysis suggest:
>  
>>  5th Nov.'2015 Sensex ,Nifty , Bank Nifty. BOOM !BOOM Call. !!
>> 
>> Mega Move expected,valid for ± 1 Day only. 
>  
>  Note- If the BOOM BOOM DAY-Mega mover day falls on a holiday then take ± 1 
> pre or post trading day  of Holiday.
> 
>> Click on the link below: 
>> BOOM !BOOM Call. !!
>> 
>> https://docs.google.com/spreadsheet/ccc?key=0AuT5XLm6-7eudHcxQ1JrOGNMdElONlY1Z0xacUtlWXc#gid=13
>> 
>> The "WAATCH "analysis suggest, that it may be a BULL or BEAR rally. 
>> Whichever way it will be a Mega Move. 
>> GOD BLESS! and  Happy Trading.
>>  
>> -Ravi 
>> PS: While due care has been taken in preparing the  Analysis, no 
>> responsibility can be or is assumed for any consequences resulting out of 
>> acting on it.
> This call is only for traders following TA. Gamblers, Punters, Tipsters,  
> godmen, godwomen, dabba trader,novices etc... pls excuse
>> Your feed back is welcome.
> == 
> 28th Oct15. Atom Bomb Blast!!
> 
> 
> 
> 
> Mkt opened GAP DOWN 
> Gain  - 
> NF = 60++ pts.
> Sensex= 212+++ pts.
> Bank Nifty= 400+++ pts.
>  
> Thx. for the compliments.
>  
> Brgds
> Ravi
> 
> =
> 
> From: Mohini Iyer  Date: Wed, Oct 28, 2015 at 1:53 PM
> 
> To: longterminvestorsresea...@googlegroups.com
> 
> 
> Wow 1 hats off to Ravi sir
> 
> =
> From: Karuthiappan 
> Date: Wed, Oct 28, 2015 at 2:37 PM
> To: indian-stock-market-nse-...@googlegroups.com
> 
> Dear Ravi,
> 
> It is a marvellous mind blowing analysis. Keep it on. God bless you.
> 
> regards,
> Karuthiappan
> 
> =
> From: Shyam Kishor Gupta  Date: Wed, Oct 28, 2015 at 2:54 PM
> 
> BOOM BOOM BOOM CALL. ROCKET LAUNCHED..
> 
> SIMPLY SUPERB SIR
> 
> S K GUPTA
> 
> =
> From: Shakti Malik  Date: Wed, Oct 28, 2015 at 12:15 PM
> 
> Great call once again. Great call. Ravi ji Ki jai 
>  Shakti Malik   
> 
>  ==
>>  BOOM !BOOM Call. !! 28th Oct'2015  Sensex ,Nifty , Bank Nifty. BOOM !BOOM 
>> Call. !!
>> 
>> The "WAATCH "analysis suggest:
> 
>  
>> 28th Oct'2015  Sensex ,Nifty , Bank Nifty. BOOM !BOOM Call. !!
>> 
>> Mega Move expected,valid for ± 1 Day only. 
>  Note- If the BOOM BOOM DAY-Mega mover day falls on a holiday then take ± 1 
> pre or post trading day  of Holiday.
>> Click on the link below:
>> BOOM !BOOM Call. !!
>> 
>> https://docs.google.com/spreadsheet/ccc?key=0AuT5XLm6-7eudHcxQ1JrOGNMdElONlY1Z0xacUtlWXc#gid=13
>> 
>> The "WAATCH "analysis suggest, that it may be a BULL or BEAR rally. 
>> Whichever way it will be a Mega Move. 
>> GOD BLESS! and  Happy Trading.
>>  
>> -Ravi 
>> PS: While due care has been taken in preparing the  Analysis, no 
>> responsibility can be or is assumed for any consequences resulting out of 
>> acting on it.
>> Your feed back is welcome.
> 
> 
> 
> 
> ==
> Rocket Lauched zoomed.
> 
> ===
> Mkt opened GAP UP Gain  - 
> NF = 58+++ pts.
> Sensex= 214+++ pts.
> Bank Nifty= 202+++ pts.
>  
> Thx. for the compliments.
>  
> Brgds
> Ravi
> 
> ==
> From: Shakti Malik  Date: Fri, Oct 23, 2015 at 12:22 PM
> 
> Congrats once again. Boom boom
> 
> Shakti Malik  
> 
> From: Mehak Choksi  Date: Fri, Oct 23, 2015 at 12:36 PM
> Subject: Re: {LONGTERMINVESTORS} Rocket Lauched zoomed. 23rd BOOM !BOOM 
> Call. !! 
> 
> Congrats, Ravibhau.
> ==
> 
> 
>> BOOM !BOOM Call. !! 22nd Oct'2015  Sensex ,Nifty , Bank Nifty. BOOM !BOOM 
>> Call. !!
>> 
>> The "WAATCH "analysis suggest:
>> 
>>  22nd Oct'2015  Sensex ,Nifty , Bank Nifty. BOOM !BOOM Call. !!
>> 
>> Mega Move expected,valid for ± 1 Day only. 
>  Note- If the BOOM BOOM DAY-Mega mover day falls on a holiday then take ± 1 
> pre or post trading day  of Holiday.
>> Click on the link below:
>> BOOM !BOOM Call. !!
>> 
>> https://docs.google.com/spreadsheet/ccc?key=0AuT5XLm6-7eudHcxQ1JrOGNMdElONlY1Z0xacUtlWXc#gid=13
>> 
>> The "WAATCH "analysis suggest, that it may be a BULL or BEAR rally. 
>> Whichever way it will be a Mega Move. 
>> GOD BLESS! and  Happy Trading.
>>  
>> -Ravi 
>> PS: While due care has been taken in preparing the  Analysis, no 
>> responsibility can be or is assumed for any consequences resulting out of 
>> acting on it.
>> Your feed back is welcome.
>> 
>> From: suraj shetty > Date: Fri, Oct 16, 2015 at 5:12 PM
>> Subject: RE: Rocket Launched zoomed.16th BOOM !BOOM Call. !!16th 
>> Oct'2015 Sensex ,Nifty , Bank Nifty. BOOM 
>> 
>> Great Call!!
>> Date: Fri, 16 Oct 2015 16:04:18 +0530

[www.niftyviews.com:23501] Fwd: Tata Steel: Worst Is Over ?

[Asis Ghosh]

 Forwarded Message 
Subject:Tata Steel: Worst Is Over ?
Date:   Fri, 6 Nov 2015 09:08:43 +0530
From:   Asis Ghosh 
Reply-To:   asis...@gmail.com



Q2FY16 result beats estimates helped by other income

223-210 might be good accumulation zone for 280-315 in the near term

*CMP: 225*
*
*
*Buy around: 223-213-210*

*TGT: 245-262-280 (1-3M)*
**
*TGT: 300-315 & 350-388 (12-24M)*
*TSL< 205

*
*Note: Consecutive closing below 205 for any reason, TS can fall up to 
199-195, which is again a good buying zone with TSL<185. Sustain below 
185, TS may further fall to 175-155 zone. For strength, TS needs to 
trade above 223-228 for an immediate target of 245 and above.


*
*Some key takeaways & rationale:

*
Standalone Q2FY16 PAT at Rs.2523 cr against expectations of 2310; 
QOQ-1249; YOY-2476.


OP at Rs.1862 cr with OPM at 19.5% against estimate of 1655 with 18.8%.

Q2 EPS at 25.53 against QOQ-12.41 & YOY-25.04

Consolidated Q2FY16 PAT at Rs.1529 cr against consensus of 851; QOQ-763; 
YOY-1254.


Q2 consolidated EPS at 15.31 against QOQ-7.42 & YOY-12.46

OP at Rs.1830 cr down nearly 50% YOY with OPM at 6.2% (down by 4%).

*Although as par company's release, OPM from operations before 
exceptional items & tax is around Rs.2349 cr against QOQ-1092 & YOY-1302. *


In Q2, other income of TS stood at around Rs.2938 cr against Rs.321 cr 
YOY. This OI includes gain of Rs.2808 cr on sale of quoted investments. 
In September'15, TS sold around 3.80 lacs Tata Motors shares to Tata 
Sons for Rs.1250 cr through an off-market transactions @330 per share.


*This other income and selling of quoted investments are already  known 
factors as par the company's strategy to sell non-core assets to prune 
its massive balance sheet debts (Rs.80903 cr as on Q2FY16).


*
*In Q2, TS reduced its debt by Rs.2903 cr (pre-payment) and consolidated 
finance costs dropped by almost 15% (YOY).*


Clearly, TS's EU operations hurt the company although there is some 
apparent silver lining in its domestic operations. EU operation was hurt 
by sharp deterioration in conditions there, specially in UK amid strong 
currency (GBP). Also there was sharp increase in imports from 
China/CIS/SAFTA countries amid their respective weaker currency, So, in 
that sense, TS may be a victim of global currency war & cross currency 
headwinds.


UK is another country in G-6, which was supposed to lift off soon or 
after Fed. But yesterday's BOE statement is more dovish than the market 
thought and it seems that BOE will only act after the Fed move.


Thus, we may see downward pressure in GBP in the near term and that may 
also help TS to some extent.


Domestic operations was helped by better value added product mix, 
specially in automobiles steel sector. But relatively strong INR and 
cheap imports from China & other FTA countries like Japan & Korea are 
hurting India operations to some extent amid subdued manufacturing 
activity. Overall slow demand is also neutralizing the impact of higher 
import duty for steel industry in India.


Looking ahead, the management of TS is hopeful that various reform 
policies undertaken by our Govt will manifest gradually in the 
underlying domestic steel demand over the next few years; i.e. they are 
also expecting overall economic recovery and infra boom by FY:17-18.


Also, China and other global slow down fears may be bottoming out and we 
may see better demand/supply metrics in the days ahead and worst may be 
over for steel industry, including Tata Steel.


*As par BG metrics & current market parameters:*
(standalone TTM & FWD EPS)

*Present median valuation of Tata Steel may be around: 275 (FY:15/TTM)*
*
*
*Projected fair valuations might be around: 295-315-335 (FY:16-18/FWD)*



SCRIP   EPS(TTM)BV(Act) P/E(AVG)Low HighMedian  
200-DEMA10-DEMA
TATASTEEL   55.39   686.39  5   287.84  258.26  273.05  299.16  240.83


TATASTEEL   62.55   730.55  5   305.88  274.44  290.16  299.16  240.83


TATASTEEL   71.55   778.55  5   327.15  293.53  310.34  299.16  240.83


TATASTEEL   81.05   828.95  5   348.19  312.40  330.30  299.16  240.83


*Analytical Charts:*














--
Thanks & Regards,

Asis Ghosh
(asisghosh.blogspot.in)
NCFM-TA Certified



--
Kindly email stock reports at 

[www.niftyviews.com:23504] UDAY-SunSets Upon IDFC, PFC, REC, IDBI, IFCI and ICICI

[Rajiv Handa]

Yes so the media, government, companies…everyone is going gaga over this
power sector (yet again) discom debt restructuring plan announced last
night…

I was having a chat with a regional financials client and the client said
this…

*“You will be surprised...So much similarities between Indian PSU banks and
Chinese banks….Chinese bank just did a local govt debt
restructuring….interesting…*If that’s the case we all know how well Chinese
bank stocks have done over the years!

Before I go onto my views over this…First on what the plan is about…For
those who are interested in bank-wise SEB exposures, total power sector
loans given by various players and other such data you can have a look at
the attached report (older one)

*So first thing – what exactly is Mission Uday?*


The states will take over 75% of outstanding SEB loans by FY17E and issue
non-SLR, state-backed bonds. These loans/ bonds will bear an interest rate
of banks’ base rate+0.1%, which will bring down the interest cost of SEBs
from ~13% currently to ~9.5%. In addition, beginning FY21, states will be
required to fund 50% of the losses of SEBs. In addition, the package
indicates broad long-term initiatives to reduce AT losses and reduce cost
of power.


*What about fiscal position of states?*


The package indicates that the central government will not include the debt
taken over by states under its calculation of fiscal deficit of respective
states for 2 years i.e. FY16 and FY17. And the package indicates that this
should not impact borrowing costs for states, since most rating agencies
view SEB debt as a contingent liability of state governments. The
restructuring package is OPTIONAL for states, though states opting for it
and implementing successfully are eligible for higher funding in central
government flagship programmes on increasing power availability in the
country.


*Ok so what’s our view?*


So before going onto the near term impact on banks, PFC, REC etc. let us
understand one thing…


Whether loans are there on the balance sheet of SEBs or on the balance
sheets of states, the ultimate onus of servicing was always on the
states…if that wasn’t the case, SEBs would have been shown as NPLs on the
books of banks which haven’t happened…So merely transferring debt is just
an accounting entry in our view…

Now the bulls argue that the biggest problem with SEBs which resulted in
them not being able to buy power was the carrying cost of existing losses
on the balance sheet and now that gets transferred to the State and it is
the State’s headache…So SEBs if going ahead maintain some discipline, they
can now buy power easily and it is very good for power demand, power sector
etc…


Look I agree there….so at the margin you can see some recovery in the power
sector…Point here is that at the end of the day eventually the financial
system will bear the cost directly or indirectly if States don’t hike
tariffs , bring down losses and offcourse professionalise the board of
SEBs…Unless that happens we are again back to the same place from where we
started…There is no rule written some where that States wont default…if the
State doesn’t adhere to the principles we will again be staring at an ugly
situation three years down the line…Again the bulls argue that once it goes
on the State’s balance sheet, States don’t even need to hike tariffs much
which is a politically sensitive issue as long as they can manage the
fiscal deficit some how…Industry is already paying a very high price for
power (Some companies are quoting Rs7 per unit)…so that high a price, if
the Government decided not to hike tariffs for say agri consumers, then how
much can industry bare?


Net net point here is that before getting carried away by this, the three
basic things required is 1) Professionalization of SEBs so that they are
devoid of any political interference, they publish regular accounts etc 2)
Disciplined tariff hikes 3) Bringing down transmission losses…


*What happens if the States accept this programme and three years down the
line doesn’t adhere to any fiscal discipline and targets? What happens at
that time?*


At that time apparently the total outlay of 7bn USD by the Central
Government under DDUGJY (Deendhayal Upaddhyaya Grameen Yojna), the states
will not be eligible to receive it…Plus apparently the power minister was
also talking that if they breach the targets, the Central Government’s
allocation from their budget to those respective states will reduce…


*Now impact on banks, PFC, REC*


Please spare a thought to the minority shareholders of PFC, REC – I always
said that at the end of the day, the banks and institutions like these PFC
REC etc will be made scapegoats to serve the larger interest of the nation…


So if say the loans are going to be replaced by bonds with interest rate of
base rate + 0.1% cap, then say PFC which has a loan yield of 12.4% and a
spread of 3.7%...if that spread plummets to 80bps on transmission and
distribution side (because yield