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Mr. V
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Joined: 01/Mar/2007
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   Posted: 25/Jul/2007 at 8:12pm |
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What about Champagne Indage ? I went through their FY06 annual report and it does look promising.
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kulman
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Posted: 25/Jul/2007 at 10:15pm |
Good to discuss about few unsung heroes of Indian capital markets. Nice compilation, as usual Basant jee.
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Life can only be understood backwards—but it must be lived forwards
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basant
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Posted: 25/Jul/2007 at 11:41pm |
Originally posted by deveshkayal
Professor is credited with having picked Ind Swift Lab and Spanco well before their prices soared!
Just 9 stocks is fabulous! Retail,Financial Services,Media and Alternative Energy are his bets.We need to do some research on Radico bcoz Rel MF has been bullish on this counter since long. |
Sometimes I feel that TV18 is also a good play on the financial services and combines very well with a media play. Cannot think of the financial services exploding without any increase in TV18's viewership.
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'The Thoughtful Investor: A Journey to Financial Freedom Through Stock Market Investing' - A Book on Equity Investing especially for Indian Investors. Book your copy now: www.thethoughtfulinvestor.in
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kulman
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Posted: 25/Jul/2007 at 12:31pm |
Sometimes I feel that TV18 is also a good play on the financial services and combines very well with a media play. Cannot think of the financial services exploding without any increase in TV18's viewership.
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Yes you are right!
And it is sort of recession-proof. Even when Market tanks heavily, more & more people would sit glued to TV sets .
I have heard from others that the response to Awaaz channel in Hindi speaking States & cities like Nagpur is quite huge!
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Life can only be understood backwards—but it must be lived forwards
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basant
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Posted: 25/Jul/2007 at 12:38pm |
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So while people stop trading becausee of margin calls etc they would still watch TV for a while just to see what is happening. I beileve over the last one year they have added about 55% in terms of total viewership which went up to 50 million from 30 million the year before.
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'The Thoughtful Investor: A Journey to Financial Freedom Through Stock Market Investing' - A Book on Equity Investing especially for Indian Investors. Book your copy now: www.thethoughtfulinvestor.in
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vivekkumar_in
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Joined: 19/Sep/2006
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Posted: 25/Jul/2007 at 12:49pm |
Originally posted by kulman
Sometimes I feel that TV18 is also a good play on the financial services and combines very well with a media play. Cannot think of the financial services exploding without any increase in TV18's viewership.
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Yes you are right!
And it is sort of recession-proof. Even when Market tanks heavily, more & more people would sit glued to TV sets .
I have heard from others that the response to Awaaz channel in Hindi speaking States & cities like Nagpur is quite huge!
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Kulmanji, It is not recession proof.. When market tanks heavily(in a bull market) more ppl will watch it. Just the day it tabnks and couple of following days... But on even a quater of bearish sentiment, like May 06 to Sep 06.. the viewership dips.. TV18's viewership is proportional to retail market involvement, volume etc... I believe we can deduce parallels from MSNBC, CNBC and all other business channels in US - comparison of their viewship in bull runs and bear runs.. It shows this trend explained above.
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Often we forget there's a company behind every stock,and there's only one reason why stocks go up. Companies go from doing poorly to doing well or small companies grow to large companies.
P Lynch
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kulman
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Posted: 25/Jul/2007 at 12:55pm |
TV18's viewership is proportional to retail market involvement, volume etc...
I believe we can deduce parallels from MSNBC, CNBC and all other business channels in US - comparison of their viewship in bull runs and bear runs.. It shows this trend explained above.
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Oh really? I wasn't sure of this.
Let's see how it happens here as we haven't had a savage correction/bear phase for quite a while.
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Life can only be understood backwards—but it must be lived forwards
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omshivaya
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Joined: 06/Sep/2006
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Posted: 25/Jul/2007 at 12:56pm |
| =basant
Sometimes I feel that TV18 is also a good play on the financial services and combines very well with a media play. Cannot think of the financial services exploding without any increase in TV18's viewership. |
TV-18's e-broking venture too must be kept in mind with Ambit Capital, whenever it comes up. Plus, Media Process Outsourcing.
"These two triggers could be especially on Mankekar's mind": Would this be a fair point to make, or am I being overoptimistic on these two.
Edited by omshivaya - 25/Jul/2007 at 1:11am
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The most important quality for an investor is temperament,not intellect.A temperament that neither derives great pleasure from being with the crowd nor against it
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