Satya's Weblog

Retail is still going strong. It is safe and having strong growth potentials. In today's market when Small Cap corrected by 2% and Large Cap by 1% then also V-Mart, Future Retail and V2 Retail could show very positive movement.

V-Mart, Future Retail and V2 Retail are all discussed on Facebook Page or Group.



V-Mart could get a place as blog post too. At that time (Jan 2017), it was quoting at Rs 500.CMP: Rs 1448.

Future Group was mentioned many times as group on Facebook Group. Retail as a theme also got the place on group few times to highlight the theme.
Future Consumer got the space a blog post later. At that time price was Rs 34. CMP: Rs 57. Think of Future Retail too. CMP: Rs 544.


V2 Retail I talked mostly at the D-Mart time and it has given good gain. Later I left this.

Facebook Group is fine for now but I may stop using that. So, better think of Facebook page for Value and Growth Stocks.

Rohingya's are threat to the country - govt version and experts.
Govt and expert believe Rohingya's are connected to pakistani terrorist organisations.

Hafiz Saeed, Chief of Lashkar-e-Taiba is also very supportive of Rohingya.

Bangladesh is also concerned about the security of their country.

Few muslims politicians in India who are in support of Rohingya do not see them as a threat.

Rohingya's are threat to demographical balance in India - many experts.

Muslims in majority creates lots of trouble. Simply they demands Shariya law. They deny any country law exists and declare modern justice laws as meaningful. They simply ask for Sharia law.


My version is that Rohingyas are also deep rooted culturally backwards class. They do not have education. They are culturally backward which can result in many centuries of baggage to our country which already have so many ethnic communities. To educate them and to assimilate them in Indian culture, it will take huge resources. We are not resource rich country.
Police is as good as shit. It is my personal experience. In all these cases, safer the better. We can not handle internal threat like many developed country can handle. So it is in our best interest
to not allow such deeply backward immigrants.




But looking from close distance, most of us feel the pity conditions of Rohingya. At humanitarian level, everyone want Rohingyas' to settle peacefully. They must also have shelter, food and basic facilities to live life peacefully.
Solution to increasing immigrant population lies in combined efforts of international community. Easiest would be to help settle the people at their own place. Like Rohingya should be placed properly in Myanmar. International community should provide facilities and services with some money so that they can progress. Progressing would be easier at native place than at other unknown place.

Myanmar’s Rohingya Could Be The World’s Next Major Refugee Crisis

Most of the Rohingya, who number around 1 million in Myanmar, were barred from voting in the election. They are the largest group of stateless people in the world, having been denied citizenship in Myanmar under a 1982 law, and are subject to numerous legal restrictions, including requiring permission to travel, marry or have more than two children in some areas.

Buddhist nationalists in Myanmar argue that the group are illegal immigrants from Bangladesh, while the Rohingya say they have long lived in the country. Nationalists upped anti-Muslim and anti-Rohingya rhetoric in the runup the election, and even Suu Kyi told foreign reporters to “not exaggerate the problems.”

Myanmar has a population of 54 million (2009 est.), of which 90% profess Theravada Buddhism (roughly 48 million), 4% Christianity (1.65 million Baptists and 550,000 Roman Catholics), 4% Islam (2.2 million), 1% Hinduism (550,000), and the remaining 1% consists of Mahayana Buddhism, Vajrayana Buddhism and Animism.

So, Myanmar is mostly Buddhist country. 91% of them are Buddhist. They are not accepting extremely poor and backward Muslims. Support from terrorist organisation has made the situation worse.  

Renewable energy and clean energy is a new mantra market also want to change. Govt push all over the world is pushing demand of companies supporting clean energy. Few thing are not clean in itself. Example is lead but it is used in batteries.

So, not only clean energy companies but companies which is not clean but support clean energy are also gaining momentum.

Money Control has punished an article regarding electric and battery related stocks which could be interesting to read. 

I am interested in "Battery component makers" at the end. Graphite India, HEG, Nalco, Hindalco, and MOIL.

HEG and Graphite India come to our discussion on Facebook group and FB Page but I have not studied  in detail. 

SPML Infra is at Rs 158.10.

Quarter 1 result is good. Those who has entered before result should get handsome gain.

Domain- mainly in water management. Nitin Gadkari into Clean Ganga has highlighted water managemnt.

SPML has over three decades of multidisciplinary experience in executing world class infrastructure for water treatment and transmission, waste water handling, treatment & recycling, solid waste management, power transmission & distribution & civil infrastructure development.

A Kolkata based company.


Highlight from todays result:

The revenue from operations was at INR 3,196 Mn. The EBITDA increased by 41% to INR 646.6 Mn as compared to same period last year of INR 458.7 Mn; the significant increase in PAT for the quarter at INR 70.1 Mn is driven by project completion and acquiring new businesses worth INR 6,420 Mn during the period. A number of projects completed during the period including the Phase 1 of Sauni Irrigation project in Gujarat, which was inaugurated by Hon’ble Prime Minister, Shri Narendra Modi ji in April 2017 and Phase 1 of Bangalore Metro Project that was inaugurated by Shri Pranab Mukherjee, the President of India in June 2017.
The significant new orders received during the quarter included INR 5,460 Mn order from Govt. of Gujarat for the Phase 2 of Saurashtra
- Narmada Avtaran Irrigation (SAUNI Yojana) for laying 36.6 kms MS Pipeline of 3000 mm diameter and another irrigation project apart from INR 535.8 Mn order from Jharkhand Urban
Infrastructure Development Corporation Ltd. for augmentation and strengthening of Giridih water supply scheme.

- from Quarter 1 result press release.

Last date is 45 days after quarter end. For March quarter , it is 60 days.
For SME, it is only half-yearly and full year result publishing is required.

Compliance calendar with other requirements. Example:

Shareholding pattern: Within 21 days from quarter end.