All the leading banks were down today but IDBI is up and running
smartly. Today touched 179 level. Up by 148% from our reco price of 72
in Mar'07.
Hold it for more gains. No fresh exposures recommended.
Also most of other recommendations are doing equally good which are
recommended over a period of last 4-5 years. This highlights the
importance of long term perspective.
- Donear Suitings (reco at 208 now 1700, actually trading at 170 but
subdivided into 1:10)
- Banco (reco at 160 now 334, actually trading at 167 but subdivided into 1:2)
-RIL at 520 (pre demerger)/750 (pre demerger)/1250 (post demerger) now
at 3500 (including shares of four split companies)
-TCS at 950 (pre bonus)/1200 (pre bonus) now at 2000 (bonus included)
-KRBL at 50 now at 180 (adjusted for 1:1 bonus)
-DCM Shriram Consolidated picked at 60 (Stock split in 1:10) now at
730 (adjusted to stock spit 1:10)
-Srei infrastructure at 18 and now at 184
-Gruh Finance at 20 and now at 164
- Cheviot at 220 and now at 276
- Gujarat Ambuja Exports Limited (reco at 18 now 285, actually trading
at 57 but subdivided into 1:5)
-Su-Raj Diamonds - picked at 18
-SREI Infra - picked at 16 and now at 70
-Shiv Vani at 18 and now at 442
Cheers,
Niteen S Dharmawat
Mobile: 9850571857
IMPORTANT DISCLAIMER: Investment in equity shares has its own risks.
Sincere efforts have been made to present the right investment
perspective. The information contained herein is based on analysis and
up on sources that we consider reliable. I, however, do not vouch for
the accuracy or the completeness thereof. This material is for
personal information and I am not responsible for any loss incurred
based upon it & take no responsibility whatsoever for any financial
profits or loss which may arise from the recommendations above.
On 11/16/07, Niteen S Dharmawat
> Hi,
> SBI FPO is lined up and this can be the next trigger for IDBI to move
> up further. Now trading at 170+ and was recommended at Rs 72 in
> March07.
>
> No fresh buying is recommended.
>
> Cheers,
> Niteen S Dharmawat
> Mobile: 9850571857
>
> IMPORTANT DISCLAIMER: Investment in equity shares has its own risks.
> Sincere efforts have been made to present the right investment
> perspective. The information contained herein is based on analysis and
> up on sources that we consider reliable. I, however, do not vouch for
> the accuracy or the completeness thereof. This material is for
> personal information and I am not responsible for any loss incurred
> based upon it & take no responsibility whatsoever for any financial
> profits or loss which may arise from the recommendations above.
>
> On 11/13/07, Niteen S Dharmawat
> > Hi,
> > IDBI was strongly recommended at Rs 72 in March07 today touched Rs
> > 166. It's by more than 130% in 8 months time. Keep it for further
> > upside. But no fresh buying is recommended in the stock at these
> > levels.
> >
> > Cheers,
> > Niteen S Dharmawat
> > Mobile: 9850571857
> >
> > IMPORTANT DISCLAIMER: Investment in equity shares has its own risks.
> > Sincere efforts have been made to present the right investment
> > perspective. The information contained herein is based on analysis and
> > up on sources that we consider reliable. I, however, do not vouch for
> > the accuracy or the completeness thereof. This material is for
> > personal information and I am not responsible for any loss incurred
> > based upon it & take no responsibility whatsoever for any financial
> > profits or loss which may arise from the recommendations above.
> >
> > On 9/3/07, Niteen S Dharmawat
> > > Hi,
> > >
> > > IDBI is now at 127.50. You would recall that I had asked to accumulate IDBI
> > > at Rs 70 on 05 Mar 2007. This is an appreciation of 82% in less than 6
> > > months. Two months ago I had asked the short term traders book the profits
> > > at 113-114 levels and for the rest, long term investors, I had advised to
> > > remain in the stock reiterating that the long term target is at least Rs
> > > 150.
> > >
> > > No new exposure at this level in this stock.
> > >
> > > Cheers,
> > > Niteen S Dharmawat
> > > Mobile: 9850571857
> > >
> > >
> > > IMPORTANT DISCLAIMER: Investment in equity shares has its own risks. Sincere
> > > efforts have been made to present the right investment perspective. The
> > > information contained herein is based on analysis and up on sources that we
> > > consider reliable. I, however, do not vouch for the accuracy or the
> > > completeness thereof. This material is for personal information and I am not
> > > responsible for any loss incurred based upon it & take no responsibility
> > > whatsoever for any financial profits or loss which may arise from the
> > > recommendations above.
> > >
> > > > ----- Original Message -----
> > > From: "Niteen S Dharmawat"
> > > > To: "Niteen S Dharmawat" < ndharmawat@india.com>
> > > > Subject: Re: IDBI Accumulate
> > > > Date: Thu, 28 Jun 2007 17:47:19 +0530
> > > >
> > > >
> > > > Hi,
> > > >
> > > > I asked to accumulate IDBI at Rs 70 on 05 Mar 2007. Now the stock
> > > > has touched 52 weeks high 113.90 which is an appreciation of 63% in
> > > > just 3.5 months. Those who are short term traders can book the
> > > > profits at these levels and rest, long term investors, can still
> > > > remain in the stock. Remember the long term target is at least Rs
> > > > 150.
> > > >
> > > > No new exposure at this level in this stock.
> > > >
> > > > Cheers,
> > > > Niteen S Dharmawat
> > > > Mobile: 91-9850571857
> > > >
> > > > IMPORTANT DISCLAIMER: Investment in equity shares has its own
> > > > risks. Sincere efforts have been made to present the right
> > > > investment perspective. The information contained herein is based
> > > > on analysis and up on sources that we consider reliable. I,
> > > > however, do not vouch for the accuracy or the completeness thereof.
> > > > This material is for personal information and I am not responsible
> > > > for any loss incurred based upon it & take no responsibility
> > > > whatsoever for any financial profits or loss which may arise from
> > > > the recommendations above.
> > > >
> > > > > ----- Original Message -----
> > > > > From: "Niteen S Dharmawat"
> > > > > To: ndharmawat@india.com
> > > > > Subject: Re: IDBI Accumulate
> > > > > Date: Fri, 09 Mar 2007 18:39:28 +0800
> > > > >
> > > > >
> > > > > You would remember that I had mentioned that IDBI holds 13% of
> > > > > NSE. This is further development in the NSE stack. Please read
> > > > > on. IDBI can provide lucrative results... Hold it or accumulate
> > > > > it at current levels...
> > > > >
> > > > > Source:
> > > http://www.thehindubusinessline.com/businessline/blnus/05091207.htm
> > > > >
> > > > > Morgan Stanley, Citigroup, Actis buy 6 per cent stake in NSE
> > > > > MUMBAI: Morgan Stanley, Citigroup Inc and global private equity
> > > > > investor Actishave signed agreements with eight investors to buy
> > > > > a total 6 per cent stake in the National Stock Exchange (NSE),
> > > > > the stock exchange has said.
> > > > >
> > > > > Morgan Stanley will buy a 3 per cent stake in NSE, while
> > > > > Citigroup will pick up 2 per cent. Actis will buy a 1 per cent
> > > > > stake, the NSE said in a statement.
> > > > >
> > > > > Industrial Development Bank of India, State Bank of India, SBI
> > > > > Capital Markets Ltd., Corporation Bank, Union Bank of India, Bank
> > > > > of Baroda, Canara Bank and Oriental Bank of Commerce are the
> > > > > institutions selling stakes in the NSE.
> > > > >
> > > > > Industrial Development Bank is selling a 2 per cent stake, while
> > > > > the State Bank of India is offloading a 1.5 per cent stake. The
> > > > > others are selling less than one per cent stakes. NSE did not
> > > > > disclose the value of the deal.
> > > > >
> > > > > In January, the NYSE Group, General Atlantic, Goldman Sachs and
> > > > > Softbank Asian Infrastructure Fund signed agreements with a
> > > > > consortium of investors to pick up a total 20 per cent stake in
> > > > > the NSE, the country's largest bourse in terms of average daily
> > > > > traded volumes.
> > > > >
> > > > > The Government rules prevent any single investor from holding
> > > > > more than 5 per cent in bourses. Foreign direct investment in
> > > > > bourses is capped at 26 per cent.
> > > > >
> > > > > Cheers,
> > > > > Niteen S Dharmawat
> > > > > Mobile: 91-9422348493
> > > > >
> > > > > IMPORTANT DISCLAIMER: Investment in equity shares has its own
> > > > > risks. Sincere efforts have been made to present the right
> > > > > investment perspective. The information contained herein is based
> > > > > on analysis and up on sources that we consider reliable. I,
> > > > > however, do not vouch for the accuracy or the completeness
> > > > > thereof. This material is for personal information and I am not
> > > > > responsible for any loss incurred based upon it & take no
> > > > > responsibility whatsoever for any financial profits or loss which
> > > > > may arise from the recommendations above.
> > > > >
> > > > >
> > > > > > ----- Original Message -----
> > > > > > From: "Niteen S Dharmawat" < ndharmawat@india.com>
> > > > > > To: "Niteen S Dharmawat"
> > > > > > Subject: Re: IDBI Accumulate
> > > > > > Date: Mon, 05 Mar 2007 21:28:05 +0800
> > > > > >
> > > > > >
> > > > > > Hi,
> > > > > > Hope you all remember this mail. Now with in 2 months we have
> > > > > an > opportunity to accumulate IDBI. I am a conservative investor
> > > > > so > did not recommend or buy at 79 level and stock touched 100+
> > > > > with > in no time. In that process we loose on the opportunity to
> > > > > buy > but we safegaurd our interest when the stock plummets.
> > > > > >
> > > > > > But now the stock price is close to 70 which definitely offers
> > > > > > value for money. long term buy... for sure...
> > > > > >
> > > > > > Cheers,
> > > > > > Niteen S Dharmawat
> > > > > > Mobile: 91-9422348493
> > > > > >
> > > > > > IMPORTANT DISCLAIMER: Investment in equity shares has its own >
> > > > > risks. Sincere efforts have been made to present the right >
> > > > > investment perspective. The information contained herein is based
> > > > > > on analysis and up on sources that we consider reliable. I, >
> > > > > however, do not vouch for the accuracy or the completeness >
> > > > > thereof. This material is for personal information and I am not >
> > > > > responsible for any loss incurred based upon it & take no >
> > > > > responsibility whatsoever for any financial profits or loss which
> > > > > > may arise from the recommendations above.
> > > > > >
> > > > > >
> > > > > > > ----- Original Message -----
> > > > > > > From: "Niteen S Dharmawat" < ndharmawat@india.com>
> > > > > > > To: ndharmawat@india.com
> > > > > > > Subject: IDBI Accumulate
> > > > > > > Date: Thu, 11 Jan 2007 13:09:04 +0800
> > > > > > >
> > > > > > >
> > > > > > > Dear All,
> > > > > > >
> > > > > > > IDBI holds 13% of NSE, which works out to US$ 260 Mn or Rs.
> > > > > 16 > > per share. IDBI has similar investments in clearing >
> > > > > corporation, > Care, NSDL, SIDBI etc. Good to accumulate between
> > > > > > Rs 70-75 from > a long term perspective. Currently trading
> > > > > near > 79.
> > > > > > >
> > > > > > > Cheers,
> > > > > > > Niteen S Dharmawat
> > > > > > > Mobile: 91-9422348493
> > > > > > >
> > > > > > > IMPORTANT DISCLAIMER: Investment in equity shares has its own
> > > > > > > risks. Sincere efforts have been made to present the right >
> > > > > > investment perspective. The information contained herein is
> > > > > based > > on analysis and up on sources that we consider
> > > > > reliable. I, > > however, do not vouch for the accuracy or the
> > > > > completeness > > thereof. This material is for personal
> > > > > information and I am not > > responsible for any loss incurred
> > > > > based upon it & take no > > responsibility whatsoever for any
> > > > > financial profits or loss which > > may arise from the
> > > > > recommendations above.
> > > > > > >
> > > > > > >
> > > > > > >
> > > > > > >
> > > > > > > --
> > > > > > > _______________________________________________
> > > > > > > Search for products and services at:
> > > > > > > http://search.mail.com
> > > > > >
> > > > > > >
> > > > > >
> > > > > >
> > > > > >
> > > > > >
> > > > > >
> > > > > >
> > > > > >
> > > > > > =
> > > > >
> > > > > >
> > > > >
> > > > >
> > > > >
> > > > >
> > > > >
> > > > >
> > > > >
> > > > > =
> > > >
> > > > >
> > > >
> > > >
> > > >
> > > >
> > > >
> > > >
> > > > =
> > > >
> > > >
> > > > --
> > > > _______________________________________________
> > > > Search for products and services at:
> > > > http://search.mail.com
> > >
> > >
> > > >
> > >
> > >
> > >
> > >
> > > Cheers,
> > > Niteen S Dharmawat
> > > Mobile: 91-9850571857
> > >
> > > IMPORTANT DISCLAIMER: Investment in equity shares has its own risks. Sincere
> > > efforts have been made to present the right investment perspective. The
> > > information contained herein is based on analysis and up on sources that we
> > > consider reliable. I, however, do not vouch for the accuracy or the
> > > completeness thereof. This material is for personal information and I am not
> > > responsible for any loss incurred based upon it & take no responsibility
> > > whatsoever for any financial profits or loss which may arise from the
> > > recommendations above.