[www.niftyviews.com:23973] Atom Bomb blast 23rdFeb.!!! 22Feb BOOM !BOOM Call. !! 22nd Feb,2016 Sensex ,Nifty , Bank Nifty. BOOM !BOOM Call. !!

2016-02-22 Thread Ravi Palwankar 
*Atom Bomb blast 23rd Feb.*


*[image: Inline image 1]*

*NF Gain= 84++ pts*
*BNF Gain- 280++ pt*
*Sensex Gain- 258 pts*

*Thankyou.*
*===*
BOOM !BOOM Call. !!*  22nd  Feb,2016 * Sensex ,Nifty , Bank Nifty. BOOM
!BOOM Call. !!

*The "WAATCH "analysis suggest:*

*22nd Feb,2016* 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.

 -

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.
GOD Bless!!



*=*

*Atom Bomb blast 16thFeb.*

[image: Inline image 1]


*Gain  on 16th*
*NF Gain= 111  pts*
*BNF Gain- 309 pt*
*Sensex Gain- 300++ pts*

*Thankyou.*

-- Forwarded message --
From: Dharmendra Timbadia 
Date: Mon, Feb 15, 2016 at 12:43 PM
Subject: Re: Bounced!!. Nifty futures and Bank nifty futures bounced with
huge


*Yes RAVI SIR,Once again hats off to you and urs reading.*

*-*
On 15 Feb 2016 12:38, "Ravi Palwankar"  wrote:

>
>
> *Nifty futures and Bank nifty futures bounced with huge force from FIB
> 261% levels on 15Feb16.*
> *--*
> *NIFTY Futures FIB 261.8% completed on 12 feb16*
>
> PLS CLICK  ON LINK
>
>
> https://docs.google.com/spreadsheets/d/1FwTBM0o_bI0U3Ri1VyOoxBTZIOglbMLfPFvPWd4Cw90/edit#gid=756939539
>
-
=

BOOM !BOOM Call. !!*  17th  Feb,2016 * Sensex ,Nifty , Bank Nifty. BOOM
!BOOM Call. !!

*The "WAATCH "analysis suggest:*

*17th Feb,2016* 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.

 -

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.
GOD Bless!!

-- 

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same."ANY member of this forum doesnt prepare or publish any research report; 
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[www.niftyviews.com:23972] Banks-Are SELL Reports Released Before or After Shorting Stocks?

2016-02-22 Thread Rajiv Handa 
We believe the Rs1.8tn PSU bank recapitalization plan (Indradhanush, Fig 5)
suggested by the government is sufficient to barely meet Basel-3
requirements and will not be able to provide significant growth capital to
the capital-starved PSU banking system. Also, while the government will be
able to provide its committed share (~Rs700bn), the key challenge remains
the ability to raise capital externally. In light of the aftermath of RBI’s
recent AQR, we review capital requirements for the sector.  Impact
 Rs1.8tn can ensure banks’ survival but not growth: Our calculations
suggest that with Rs1.8tn of capital infusion (incrementally Rs1.6
trillion, as Rs0.2 trillion has already been given by the government), PSU
banks will be able to meet Basel 3 requirements (Fig 3 and Fig. 4) with
just a cushion of 50bps, a provision coverage ratio of 50% and RWA growth
of ~11%.   However, if one were to assume a relatively comfortable cushion
of 100bps over the RBI requirements, which takes CET1 to ~9%, the capital
requirement shoots up to ~Rs2.3tn – which is closer to our earlier
projections (as given in our report, Apocalypse Now). We estimate that
provision coverage levels for the system are likely to be ~41% by Mar-16E
(on NPLs) and even lower if one were to consider restructured loans. This,
in our view, is quite low. Considering the long-term LGD rates as indicated
by RBI – provision coverage levels should be close 70% for the system –
which definitely does not appear to be on radar of the govt. /regulators. 
External capital raising another challenge: While government will stick to
its commitment of Rs700bn over FY16-19E, the real challenge is the ability
of PSU banks to raise money externally. Except for SBI in January 2014, no
other PSU bank has been able to raise equity from sources apart from GoI or
govt-owned insurers. Until investors get confidence on the balance sheet
quality of these banks, it is unlikely that any of the PSU banks will be
able to raise capital from external investors. The recent move to do a QIP
for IDBI and bring down government stake has hardly met with any success
and indicates investor apathy towards weak PSU banks.  What could be a
possible solution?: Given that provisions (as a result of RBI’s clean-up
act) are likely to be ~Rs1tn by Mar-17E, we believe an upfront
capitalization of PSU banks would be taken positively by the market. Our
scenario analysis assumes a RWA CAGR of ~11% over FY15-19E – which itself
is a muted credit growth trajectory. If regulators and government intend to
revive growth, upfront capitalization is a better solution, in our view. In
case the budget to be announced on 29 Feb 2016 provisions Rs250bn in line
with Indradhanush plans, it would be adequate for meeting Basel-III
requirements for FY17 and barely maintain ~45% NPL coverage ratio. However,
the real challenge will be to address future capital requirements for
growth and maintaining higher NPL coverage and we would expect the budget
to address that yawning gap and give a direction. Outlook
 We maintain our cautious stance on the banking sector

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same."ANY member of this forum doesnt prepare or publish any research report; 
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[www.niftyviews.com:23971] Fwd: ACC: Avg PE Now Ard 40 Against 20 Of Nifty--Is Such Higher Valuations Justifiable For Cement Cos ?

2016-02-22 Thread Asis Ghosh 




 Forwarded Message 
Subject: 	ACC: Avg PE Now Ard 40 Against 20 Of Nifty--Is Such Higher 
Valuations Justifiable For Cement Cos ?

Date:   Tue, 23 Feb 2016 09:06:07 +0530
From:   Asis Ghosh 
Reply-To:   asis...@gmail.com



*ACC has to sustain above 1315-1340 zone for any rally towards 1400-1500;*
*Otherwise, it may fall towards 1200-1180 in the near term. *

Any increase in railway goods freight and disappointment in expected 
higher capex

in the budget may be negative for the cement cos including ACC

In the current market scenario, 25 may be more reasonable PE for cement cos
instead of 40

TTM EPS of ACC : 31.22


*Trading idea:*

CMP: 1281

Either sell below 1290 or on rise around 1315-1330;

TGT1: 1250-1200-1180*-1140 (1-3M)

TGT2: 1080-1025*-945-911 & 885-850*-810 (12-24M)

TSL> 1345

Note: Consecutive (3 days) closing above 1345 zone, ACC may further 
rally towards 1380-1400 & 1430-1530 area in the short to long term 
(alternative bullish case scenario from the present trading level).



To be cont for more analytical inputs


As par BG metrics & current market scenario:
(based on actual TTM & projected FWD EPS)

Current median valuation of ACC may be around: 1010 (FY:15/TTM)

Projected fair valuations might be around: 930-980-1030 (FY:16-18/FWD)

SCRIP   EPS(TTM)BV(Act) P/E(AVG)Low HighMedian  
200-DEMA10-DEMA
ACC 31.22   437.23  25  1029.98 989.83  1009.90 1359.21 
1255.29


ACC 26.5461.3   25  948.93  911.94  930.44  1359.21 1255.29


ACC 29.25   486.85  25  996.96  958.09  977.52  1359.21 1255.29


ACC 32.25   513.55  25  1046.83 1006.02 1026.43 
1359.21 1255.29



*Analytical Charts:*















--
Thanks & Regards,

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



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with other members with the best of intentions to help fellow members
in investment decisions as equity investment is a risky venture.The administrator of 
www.Niftyviews.com just provide a platform for the authors to express their opinion 
and take no guarantee for the genuineness of the same."ANY member of this forum 
doesnt prepare or publish any research report; or ii. provide research report; or 
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