The show stopper, in the month gone by, was the spectacular launch of Reliance Jio, rattling the telecom industry and consumers alike. While a disruptive pricing was by-and-large expected with the Jio launch, the actual announcements in the AGM; free voice calls, cheap 4G data rates, cheaper 4G devices…
Year: 2016
Just a ‘Well Spun’ story could make you miss the ‘Target’
Investors have often been at the receiving end of a story well spun (pun intended). Of course, stories differ from company to company. But the end result is the same, well almost – irreparable blow to management reputation, erosion in market value of the stock & loss of confidence in…
Airlines – stocks to continue losing altitude?
This is a follow up our previous post on this industry (as hereunder) https://consultantcapitaladvisor.com/2016/01/27/airlines-please-fasten-your-seat-belts/ After a quick take off, getting investors excited, airline stocks suddenly seem to have hit an air pocket! What with airline stocks correcting over the last 6 months; SpiceJet down by a whopping 33%, InterGlobe Aviation (Indigo)…
Bank rupt(ured)? may be not as yet..but
Of late, a lot.. and i mean a real lot has been written on asset quality woes of PSU banks in India. I had written a post in June 2015 on some problems, in my assessment, in the banking system (read here: https://www.linkedin.com/pulse/money-lent-spent-sudhir-padiyar?trk=mp-reader-card). The Nifty PSU Bank Index is down ~38% from then,…
Trend is your friend..BUT not the end!
It’s only been 9 weeks since I had written my 1st post (read here: http://t.in.com/0Zgs) on how the steep returns in several stocks had intrigued me and had started ringing my alarm bells. Honestly, I had NO clue that the market would correct this way, especially the mid and micro caps!!! Complete…
Airlines – Please fasten your seat belts
Aviation stocks in India have taken off, virtually. What with the way the stock prices have returned in the recent past: Jet Airways up 100% in the last 6 months, SpiceJet up 400% in the last 9 months & Interglobe Aviation posting huge listing gains over the last 2 months…