News, Views, Social Issues and Stocks

I would go for the savings theme because in the savings theme I do see at least a couple of plays where there have built a moat, a brand, distribution system. They have built a faith amongst investors, amongst the investing public that I as a broker or an asset manager will take your money and keep it safe.

The savings theme will produce plenty of winners. Some of them are listed. I think as we know there will be more life insurance IPOs in the years ahead, there will be some asset management IPOs in the years ahead, so look for listed brokers, wealth managers, asset managers, good life insurers who can give you a ride on what I think will be the defining mega theme of the next 10 years. The last 10-20 years was about lenders, the next 10-20 years in India will be about companies which offer high quality savings solutions for the middle class and for the high net worth investors.

- Sourav Mukherjea

Saurabh Mukherjea of Ambit Capital is a well known name in stock market for fundamentally speaking about economy. He has suggested three themes to chase for few years.

1) Investment and saving,
2) Upper middle class will drive real consumption story. So, branded products and things upper middle class can consume and like to consume will be in focus and can deliver growth,
3) Formalization of Indian economy. Black money will come out from sectors and one by one each sectors will be formalized.

Three stock themes that will make money in next 3-4 years: Saurabh Mukherjea, Ambit Capital

Ripu Sudan Kundra is the real name of Raj Kundra, husband of Shilpa Shetty and owner of Rajasthan Royal Cricket team. Both floated a company called "Viaan Industries" which listed on 20-02-2014.



Ripu Sudan has connection with scam. One is VAT scam where using bogus company, NRI etc do trading to cheat govt their VAT.
Another is regarding Rs 9cr fraud a Kolkata firm claimed.

Now, if you are a regular reader, then you may be thinking why I posted these things! Because I don't post about these things. Right.

I just tumbled on Viaan Industries where Raj Kundra has put Rs 11 Lakh in Insider trading. I checked Viaan Industries then I remembered that I had info about the company but didn't find any meaning for investment purpose that time.

This time, promoter himself has put money but Rs 11 Lakh is nothing. Also, business is again not clear. May be, this business to hide money of rich or his own. :)

Viaan is a mobile brand too launched in 2015. But, I don't think, it is going to work. What do you think about this mobile venture?

The unique selling point (USP) of Viaan mobiles is V-Assist, which focuses on giving network services to the users across the world. V-Assist also gives customized services to its users with assistance in travel, entertainment, shopping, gifting and utilities. The Company has launched its mobile games under Viaan Studio division. The Company has launched various phones, which include V-1.8, Encore, Empower, Emerge and Eternal.
https://www.google.com/finance?q=BOM%3A537524&ei=s6pMWbDAD4GFuQSy3JpY

So, What I mean is I am going to avoid this stock (Viaan Industries) despite of its charm.Viaan is his son's name.

BSE has its own Stock classification mechanism.

It also manage price cap on Stocks. Earlier weekly and Monthly price cap was there too. Now, only Daily, Quarterly and Yearly Price Cap. I dislike like most of the investors. Price Cap has put more limitation on gain but downside is still very widely open.

If you are a investor/trader and a regular visitor of BSE website then you may have faced problem in understanding Stocks group and price cap. I too face problem of remembering it. So, here I put few links as and when I get now so that we can use this to easily access instead of Googling and landing at new pages to understand.



Classification of securities of companies under “XC”, “XD” and “XT” sub-segments

GST rate is higher for Granite companies than what was earlier.

"The GST Council has announced a tax of 28 per cent on granite polished slabs, which was earlier 14.5 per cent," the association said.

http://www.financialexpress.com/industry/granite-industry-calls-for-reduction-in-28-gst/719628/


Earlier, I have suggested Divyashakti Granite at Rs 126.55 on Sept 1, 2016, which gained till Rs 176.95 on Oct 6, 2016. Gain of 39% in little over a month.
Granite stock Divyashakti Granite is sitting at Rs 111 now after demonetization and higher GST rate. 

I see higher tax rate are paid by most Granite companies than what is proposed in GST. Granite is a state subject and that could be the reason. After GST, hope state tax won't be more. In this case, Granite companies are unnecessarily pressuring govt for lowering the tax.

Current price of Rs 111 of Divyashakti Granite is very comfortable and safe price for any downside risk. I had earlier liked this company that is why I talked about this company otherwise other granite companies which are already paying taxes are going to benefit like Divyashakti.

N Umashree and N Sai Venkateshwara Prasad combined has bought 3.4% shares in June, 2017. Both are from promoter group.

Divyashakti export most of its output. Stronger Rupee can hurt it. But to export, it import raw granite too.
Due to GST, 50% output is cut in May and June as said in above financial Express article (link shared). In this case, June Quarter result may not be that good.

Divyashakti is not a high liquidity stock. So, you need to check for that according to your portfolio strength. Buy in small quantity.

Balaji telefilm is at Rs 152.
ALT Balaji is the reason. Like Netflix, it provides content. Tv biz is doing good and if ALT Balaji worked well, then it can gain strongly over years.
Start buying for long term. Good company.
Don't worry much about recent gain. Doesn't look like a big issue seeing current valuation and events occurring in the company.

I have missed this. I am feeling missed because, it has rallied and it has good prospect for future too. I mean when long term is good even after gaining then I feel, I reached late. 

Ekta Kapoor is regularly buying. She is bullish on ALT Balaji. Recently tied-up with Amazon Fire Tv stick.