Buy SBI on dips slowly for long term

SBIN @ 1443 on 25/07/08 gets 844 panch-tattva points and it is OK to buy it on dips in small way for long term.

Hari Om

BIRDINFO Stock Rx – A prescription for stock market

SBIN @ 1468 as on 29/05/08

SBIN @ 1468 as on 29/05/08 gets 964 panch-tattva points and you buy it over time for long term in a few strokes and book profits on half quantity whenever possible.

Hari Om

BIRDINFO Stock Rx – A prescription for stock market

SBIN @ 1822 as on 03/05/08

SBIN @ 1822 as on 03/05/08 gets 965 panch-tattva points and you may accumulate this only on declines over time for long term.

Hari Om

BIRDINFO Stock Rx – A prescription for stock market

SBIN @ 2407 as on 25 Jan 08 after Q3 results

SBIN @ 2407 (25/01/08) gets 1117 panch-tattva points and you must now book profits in this scrip on jumps.

Previous Recommendations:

@1418(30/07/07) :1027-Good for investment.
@1153(11/05/07) :1071-Buy for medium term.
@1102(14/02/07) :1024-Buy now.
@1315(01/12/06) :1066-Book profit on surges.
@1126(05/11/06) :1089-Buy regularly.
@1029(28/09/06) :1065-Buy for medium term.

Hari Om

BIRDINFO Stock Rx – A prescription for stock market

Panch Tattva: Post Result: RELIANCE, JKCEMENT, DALMIACEM, GRASIM, MOSERBAER, SBIN, ARVINDMILL, UCOBANK, BANKBARODA

By krsna Khandelwal – A veteran market analyst

Friends,

Please note the Panch Tattva points for the following after the results and against the closing prices on 27 Jul 07:

RELIANCE (RIL) @1867 gets 928 points and should be sold on surges and bought on good declines.

JKCEMENT @164 gets 1265 points and may be bought in moderation.

DALMIACEM @365 gets 1388 points and may be bought and preferably so.

GRASIM @286 gets 1168 points and may be bought for long term.

MOSERBAER @312 gets 804 points and may be sold off.

SBIN @1418 gets 1027 points and is good for investment only on declines.

ARVINDMILL @48 gets 1010 points and buy it on regular basis in small strokes and book profits along the way.

UCOBANK @27 gets 1019 points and should be bought on declines regularly.

BANKBARODA @288 gets 1090 points and should be regularly bought on declines.

The markets gave a real jolt on Friday , the 27th July 07, when Nifty lost around 174 points and those of you paid heed to the continuous advice about reducing exposure over last many a posts, would be feeling pleased. The worst is yet not over. The US markets and economic conditions are really as cause of worry. In such times you should be having not more than one third of your investible funds in to equity.

Hari Om

BIRDINFO Stock Rx – A prescription for stock market

Panch Tattva: Post Result: SBIN, JKCEMENT, ARVINDMILL,CHAMBLFERT,ZUARIAGRO at CMP on 11 May 2007

By krsna Khandelwal – A veteran market analyst

Friends,

You have today five scrips, all qualifying for investment according to the post result Panch Tattva points worked out against closing prices on 11 May 07 after these companies announced results :

SBIN (State Bank of India) @ 1153 gets 1071 points and should now form part of your portfolio for medium to long term.

JKCEMENT @158 gets 1204 points and buy it as it may potentially give good returns, you may encash profits at over 25% gain.

ARVINDMILL @45 gets 1170 points and you may regularly buy it and keep booking profits on half the quantity when ever possible on the basis
of average price.

CHAMBLFERT @33 gets 1086 points and you may buy it on declines and book profit on advances.

ZUARIAGRO @167 gets 1229 points and you may buy it and hold till next result time.

I hope you are making hay while the sun is shinning. The scrips advised for purchase have in most cases given returns and the scrips advised for sale have also in most cases declined too. You must your self confirm this fact and then embark on course of investing as per the cues provided by Panch Tattva.

Hari Om

BIRDINFO Stock Rx – A prescription for stock market

Panch Tattva: Update: SBIN and DCMSRMCONS at CMP on 14 Feb 2007

By krsna Khandelwal – A Stock Market Vedic Theory proponent

Friends,

Please note the Panch Tattva points by way of update for two companies against today’s closing price:

SBIN @1102/- gets 1024 points and is at almost the right in price.The RBI dictate is not going to affect the company very adversely and the aggressive investor may buy right away and conservative on declines.The stop loss mechanism saves you from the sudden announcement/developments that no body has control over neither the inkling, the Panch Tattva points have otherwise absolute reliability and may be banked upon albeit with the strategy given along with.

DCMSRMCONS @94/- gets 899 points and you may wait for some time till the Panch Tattva points improve, those who have inclination may keep buying on declines and keep booking profits along the way, retaining some quantity for the long term.(DCMSRMIND’s record is not available on NSE hence not covered).One of the follower of this site has asked for the points for these two stocks.

The market did fall and did give certain opportunities.RBI’s emergency measures seem to be misplaced as the fear of something is weighing heavily on the mind of RBI Governor with out the concern for the economy which may give way under interest pressure.The anxiety to save economy may well be the spoil sport for it. Any way , who knows better than the governor.However, the remark rather the command by FM only the last week that the Banks (PSUs in particular) should not be hiking home loan rates seems really meaningless, if it carries meaning than the Banks would be suffering beyond repair.The 10 year paper yield is all set to breach 8% mark. Luckily, the CASA(Current and Saving Accounts) deposits are still saving the day for the banks, SBI has it as much as 43.29% today against 40.85%.There is also the possibility of interest on advances getting improved. The provisioning for the slide in bond rates held by banks has not to be done immediately in any case and that would not impact the net profits adversely.

China is in news . Its cement may be landing on Indian shores if the reports are true. The steel exports from China is increasing by the day but the the big daddy of all (USA) is wary of it and may question it on account of heavily subsidised steel production and export from <!– D(["mb","China.Chinese steel exports which stood at whopping 4.38 million tonnes in Jan 07.Back home the sponge iron market is firm and the units with a lac tonne of capacity are coming up in ore rich states.The sponge iron accounts for 60% of production of steel today against 40% last \nyear.Sponge Iron is consumed with the steel scrap which costs about Rs.17000/- per tonne and sponge iron is bought between 12000 to 13500 rupees per tonne by the stel makers and rollers. The demand for long is mostly met by these \nproducers.This scenario suggests that nothing much damaging may emerge for the steel scrips in near future.

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HariOm

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\n",0] ); D(["ce"]); //–>China.Chinese steel exports stood at whopping 4.38 million tonnes in Jan 07.Back home the sponge iron market is firm and the units with a 100000 tonne of capacity are coming up in ore rich states.The sponge iron accounts for 60% of production of steel today against 40% last year.Sponge Iron is consumed with the steel scrap which costs about Rs.17000/- per tonne and sponge iron is bought between 12000 to 13500 rupees per tonne by the steel makers and rollers. The demand for long is mostly met by these producers.This scenario suggests that nothing much damaging may emerge for the steel scrips in near future.

Hari Om

BIRDINFO Stock Rx – A Vedic Prescription for stock market

Panch Tattva: Post Result: TATAMOTORS,GRASIM,SBI,BHARTIARTL at CMP on 23 Jan 2007

By krsna Khandelwal – A Stock Market Vedic Theory proponent

Gentlemen,

Please note the following Panch Tattva post result points against closing price and after results for the quarter ended 31 Dec 06 :

TATAMOTORS @950/- gets 929 points and therefore should be sold off for the time being,this should be bought back at around 870/-.

GRASIM @2804/- gets 1042 points and this is good for retention and profits may be booked on surges.

SBIN @1174/- gets 1055 points and may be bought, profits should be booked at around 1250/-.

BHARTIARTL @689/- gets 1006 points and is rightly priced and calls for booking profits at around 730/- and may be bought for investment at around 630/-.

The markets are now getting fully adjusted to the results expected and announced and should go in to next round of bearish or bullish cycle in about four five days.

Hari Om

BIRDINFO Stock Rx – A Vedic Prescription for stock market

Panch Tattva: Post Result – SATYAMCOMP,RAYMOND,JETAIRWAYS,BILT at CMP on 19 Jan 2007

By krsna Khandelwal – A Stock Market Vedic Theory proponent

Gentlemen,

The following appears as per the Panch Tattva analysis after the results for the Qtr ended Dec 06 against closing price on 19 Jan 06:

SATYAMCOMP @489/- gets 955 points and is in the same league as INFOSYSTCH and TCS and may be sold on surges.

RAYMOND @399/- gets 1018 points and may be bought on regular basis in small lots and waited till the next Qly.

JETAIRWAYS @723/- gets 843 points and this is not recommended for purchase till the next Qly result.

BILT @118/- gets 1018 points and alright for investment but buy it in a few strokes and keep stop loss at work.

The impact of the results has been rather poor although the performance has been better so far for the companies which have declared results. This is in some way a precursor to markets falling gradually if not with a thud. The interest scene is getting murkier by the day. SBI is welcoming big deposits for over a year at the rate of 9% and over. Generally every bank has upped the FD rates and wooing the customer with sweeteners. The higher interest rate is the worst enemy of stock market as the reverse is true that the benign interest rate is the best friend. Over time if the this situation continues the industry is bound to suffer.You may have noticed the correctness of previous posting of 18 Jan 2007.

The Nifty closed a bit lower at 4090 points.

Hari Om

BIRDINFO Stock Rx – A Vedic Prescription for stock market

Market Matrix: – Indian Stock Market then and now – 10 Jan 2007

By krsna Khandelwal – A Stock Market Vedic Theory proponent

Dear Friends,

Every passing day the markets in India are maturing, the day is not far when the market cap of listed securities in Indian exchanges would surpass that of UK. The younger Indian population who are net savvy too would find it interesting and would be approaching the stock trading arena with scientific out look unlike the uneducated marwari broker of BSE of yesteryears who traded in bulk without even knowing the full name of the company. This would impart a sort of maturity and depth to the markets in general and would lay the groundwork for the very substantial inflow/outflow of capital on day-to-day basis but as a much smaller percentage and without denting the markets unduly either way.

There is a spate of new issues lined up. In my opinion the issues are coming a day later and would be affecting the market adversely for the mood is already somber and the demand for money by these issues would be mostly met by selling of the present holdings. The other concern is of the quality of the issues, as the issues coming from the share broking houses can hardly be understood for this line of business is already under severe strain and the banks are more competent to expand in the broking business world. A time has come when the individuals undertaking portfolio management and advisory services would abound and the broking is left to the banks to look after. This is a logical development as the money accounts and the demat accounts are already with the banks and the software would enable them to post the triple entry without manual interference. Therefore, my advice to all and sundry is to refrain from falling for the issues coming from brokerage houses. The brokerage rates are so much under pressure that any further investment in this field would only be for eventual negative returns.

I now draw your valued attention to the fact that bubbles are developing in many a spheres and segments. The realty sector is one for sure. Then there is automobile sector and the banking sector where the competition would be so strong as to nearly eliminate quite a few players. I notice that while the ICICI BANK is performing better the peers are not. Kotak Mahindra Bank looks particularly vulnerable for it hardly has any strength to match, as it is not having established branch network of good size unlike the nationalised banks and a late entrant to use strength of technology tool. Also, it has its roots still not deep enough to be able to draw water from the deep recesses of earth in the dry and famine like conditions to survive. Similarly, the weaknesses may be seen in other players. Actually if the egos do not interfere it is time for merger of banks at a much greater scale. Even our SBI has yet to earn a ranking based on size of operation in the world arena. I hope you catch the point I have intended to make.

For the automobile companies I see the problem coming on account of technological edge that the Indian companies would be missing. They are yet not reconciled to the fact that R & D expenditure has to be tremendously raised with a view to enabling the motor cars of tomorrow the usage of different fuels and energy sources. This formidable requirement of pumping in money in to R & D is beyond their power and would keep them holding the coattails of the biggies of the world even in the future and they would mostly remain assemblers. The designing is also the other area where the efforts have to much greater to draw attention of customers and enlarge the market. We are actually seeing the Honda’s ‘ACTIVA’ success giving tough time to the other established scooter manufacturers of India.

Coming to our own Panch Tattva Teknik of stock price evaluation, I reproduce the lines from the high and mighty George Soros “It’s not whether you’re right or wrong that’s important, but how much money you make when you are right and how much you lose when you’re wrong”. This is a very sane way of looking at your trading and investing style. May I now add that the Panch-Tattva actually ensures this very thing, it keeps you out of the losers and with the winners in a very less taxing way. You do not require reading long research reports, which give you all the different angles bereft of the gist. You also do not have to be continuously tracking the markets and the scrip prices and the most important juncture is three month apart in time i.e. when the quarterly result is announced. So why wait longer, you have a whole history of the performance and efficacy lined up in archives where you have to just dig and find the facts since about six months. The rate per scrip is now INR50/- and is not a big price to pay for being armed with Panch Tattva wisdom before plunging where much more is at stake. I may be contacted at krsnakhandelwal@yahoo.com or on mobile 09376168780.

Hari Om

BIRDINFO Stock Rx – A Vedic Prescription for stock market