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Thursday, July 17, 2008

The most happening news and picks of the hour:-

Market outlook:Politics will continue to be a moderator for the markets. As the media stops and asks questions to anyone sporting a beard or wearing a white pyjama-kurta, there will be lot of unnecessary noise, which you need to cut out. A section of the media reports that a special session of the Lok Sabha may be called on July 22 for the trust vote.We should wait for a formal word from Rashtrapati Bhavan on this.At the moment the markets are liking the idea that once the government gets the confidence vote, it will get a six month un-interrupted run to do what the left didnt allow it to do. I believe there are two assumptions in this , the first is it will win the vote and the second is that it will carry out all those reforms that the markets want them to. The vote cant be taken for granted, as there are many a slip between the cup and the lip and secondly the political will of a poll bound government is much less than a freshly elected Government which has five years mandate behind it.But it is possible to see a rally on account of the recent political developments that will ensure that India takes the next logical steps in the nuclear deal. While the buoyancy in the capital goods could continue for a while, partly on nuclear rub-off, it may be time to reboot your IT memories and apparoach the sector with an open mind, where a top line explosion, courtesy the rupee depreciation awaits. To what extent they are able to convert this newly found affluence into a fatter bottomline, will determine, whether we have an engine for for an intermediate rally on our hands or not.For the moment its all about crude and it will dictate the trend.

Reliance splits:The war has started again-The brothers for battle of supremacy have gone completely crazy.Mukesh Ambani-led Reliance Industries Ltd has strated its arbitration process in its dispute with the Anil Ambani Group firm RCom.Greed has overtaken everything be it the blood relation or be it something else.These are first pure signs of the inevitable split thats gonna happen maybe at a later stage.Am not talking about any company or stuff but its the name"Reliance" now.So who owns the brand reliance?Who has got the rights in the trademark?My so called intimate buddies who are experts on their fields are very certain that a legal battle between the brothers are very imminent.So folks am the first one to report you people about it.Be ready to greet me on the vindication of the news.

Steel stocks:Steel stocks tumbled today on the back of media reports that the government is considering setting up a price band for steel prices to control inflation.

Biocon result:Biocon announced Q1 profit of Rs. 14 cr,down 73% y-o-y against market expectation of Rs. 58 cr. The huge disappointment was on the back of mark-to-market provision of Rs. 26 cr. on the forex front.The stock shed 6% in todays trade.

"2 hot picks to make your portfolio hotter"

1)Scripscan:BGR Energy Systems
Traded in:Nse-bse

Story:BGR Energy Systems is a supplier of systems and equipment for the power, oil and gas, petrochemical and process industries.The company has an order book of over 11000crs which gives huge revenue visibility.The scrip has corrected sharply as market itself nosedived a hell lot.Bgr should report an Eps of over rs 24 for 2010.At present price of 240 its quoting at just 10 times its 2 year forward earnings.Considering the robust order book position and high revenue visibility,the company is worth betting at present levels.

2)Scripscan:Deccan Gold Mines Ltd

Story:Deccan gold mine is the only listed company engaged in the gold exploration sector.Deccan gold has got close to about 10,000 square kilometer of prospective blocks in different states.India produces just 3 tonne of gold per annum as compared to 300 tonne, produced by Australia.Gold mining business is just like the oil exploration business, where there is a high degree of uncertainty involved. Nobody knows whether the amount that is being spent for the exploration process will really yield any results or will have to be written off.But these company is something which can yield windfalls of gains in the long run.Even if deccan gold gets no mines people would always look at it to be the proxy play.So a company which would reward you on hope and if its gets any gold mines,be rest assured this would be your next multibagger then.

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