pl find below last 3 days archives
2nd september
madhav ranade (9/2/2008 10:49:43 AM): good morning ! internet problem / power problem ..... so logging on late ..... from today pune will have 6 hrs power cut ..... same in thane / mulund / new bombay ....... industry will hv 34 to 42 hrs power cut ....... this is september .... monsoon season ..... we can imagine shape of things to come ...... capital goods demand - in and around pune ..... which is the best industrialised sector of india ..... even better than gurgaon / faridabad .......is dwindling ...... my friends in machinetool industry are twiddling their thumbs for last 8 / 10 weeks as simply no fresh demand is coming up ..... today only handful of banking stocks and ongc is holding market up ...... as long as reliance is not participating in the rally ..... it wl fizzle out no matter what CNBC anchors may say .
madhav ranade (9/2/2008 10:55:01 AM): CNBC anchors are always flanked by crony analysts .... some of thm hv split tongues ...... who advise short to their paid clients and indicate higher targets on cnbc ..... they are getting away with all these slimy acts ....
madhav ranade (9/2/2008 3:11:32 PM): NSG meet related euphoria is driving again same group of stocks led by ntpc / bhel / lt etc ...... but nothing has changed at ground zero ...... so buy puts and relax ...... may be - and there is 90 % chance that u wl hv windfall gains .........
madhav ranade (9/2/2008 3:15:04 PM): see ntpc is already cracking .......
1st september
madhav ranade (9/1/2008 9:52:50 AM): good morning ! i was away on friday ...... rally ..... as usual ..... was overdone and will get corrected or sold into today ......usual suspects will take a knock ..... that too as usual ..... our market is not a matured market for sure ...... gets excited and then goes into high plitude vibrations ..... this happens due to abnormal level of presense of operators ..... funds normally take a backseat and let the market swing to operators tunes ..... whether they do it because of apathy or because fund managers are hand in glove with operators ..... is a question which only sebi can investigate and answer ........
madhav ranade (9/1/2008 9:54:18 AM): paid members will get september trading levels in a few mins ..... this time i hv covered some world indices / commodities as well .......madhav ranade (9/1/2008 10:43:55 AM): watch reliance 2250 call ...........
madhav ranade (9/1/2008 10:55:01 AM): watch rpl 160 or 170 call ......
madhav ranade (9/1/2008 11:42:25 AM): RCOM - substantial put writing has happened at 380 level ...... if this level breaks ...... there may be considerable downside ....... it seems that the stock is in a bottomless pit .......... and divergence in bharti and rcom is becoming too much .... it seems the big brother is ready to deliver knock-out punch ..... i wl recommend exiting longs from all adag stocks ..... the signals are ominous .....madhav ranade (9/1/2008 12:34:06 PM): ftse is 38 points minus ......
madhav ranade (9/1/2008 12:45:56 PM): US markets are closed today and we r closed on wednesday..... that means tomorrow markets will be anxious and posns will be cut by end of the day .......... today there is no fear of US backlash so posns wl be carried over ..... inspite of this technical reason, market is showing above normal weakness which gives me an impression of the soft underbelly of this market ........... it seems a foregone conclusion for many that we r gong to break below 4200 and we r waiting for some reason to do so ......
madhav ranade (9/1/2008 12:54:25 PM): gustav is category 3 hurricane ..... may build into category 4 ..... but catrina was category 5 and much stronger ...... 2 yrs ago, crude was not as jittery as it is today and many americans are already talking of gas at 5 dollars a gallon in next couple of days ..... crude may not rise as much as gas pricing wl be impacted my regional imbalances in gasoline inventory levels due to shutdown of refineries ...... after catrins there was a 30/40 % bump-up in gas prices in many southern states for next 2/3 weeks .....
madhav ranade (9/1/2008 1:14:41 PM): sell sugar stocks - particularly all UP mills ..... renuka / balrampur / bajaj hondustan / upper ganges ........
madhav ranade (9/1/2008 1:23:16 PM): LT - record date fixed as 3rd oct ..... for bonus ......
madhav ranade (9/1/2008 3:04:18 PM): US is closed today ...... CAT is away so mice will play .............
28th august
madhav ranade (8/28/2008 9:48:48 AM): good morning ! inflation is going to weigh heavily on the market ..... be cautious ..... any way today is f&o expiry day and heavy trading is not advisable ........madhav ranade (8/28/2008 10:00:05 AM): i will be posting archives of my yahoo messenger messages on this blogspot ---- pl hv a look ..... http://sumamurauvach.blogspot.com/
madhav ranade (8/28/2008 10:42:14 AM): NTPC ..... i expect NTPC to close below 170 ..... one can buy NTPC 170 put around 1 rupee ...... bet worth taking ........
madhav ranade (8/28/2008 10:53:51 AM): SUZLON - many brokerages hv buy call on suzlon with fantastic targets ...... they wl support the stock at every level .... despite that the stock is testing levels closer to 200 .... i hv given buy level between 160 to 200 ..... so start buying suzlon at cmp - just 20 % - and add 20 % at every 10 rupee dip .... in between if u get a bounce to 230/240 level .... exit and buy again close to 200 ......
madhav ranade (8/28/2008 10:57:54 AM): this buying in stages was suggested for RPOWER from 170 to 130 and it gave very good results as we were able to unload everything around 175 / 180 and again we r in buying mode ....... these are fundamentally overpriced but operator backed stocks so they will give these opporunities periodically as long as we r in bear market ......
madhav ranade (8/28/2008 11:28:17 AM): aban - 2000 is a good support but that may not sustain ..... if it fails then 1800/200 can be a good buying zone ..... otherwise, buy closer to 2000 after the support has survived for some time .......
madhav ranade (8/28/2008 11:34:17 AM): ntpc - sep fut is at 2 rs discount to aug fut ...... is there a big dividend in the stock ??????
madhav ranade (8/28/2008 2:53:24 PM): i hv a feeling that inflation figure wl come closer to 13 % ..... consensus fig is 12.83 % ........ we may hv RBI intervention tomorrow inview of money that they hv pumped over last 3/4 days to stabilise rupee ......
madhav ranade (8/28/2008 3:05:09 PM): bulls hv wilted under bear onslought in last half an hour ........... some small recovery may be still possible but round is lost to bears squarely .............madhav ranade (8/28/2008 3:23:47 PM): MRPL is down nearly 23 % from peak value ...... the counter shud be watched carefully .......... last qtr results were good ..... this qtr performance will depend on how much inventory loss is booked .............
madhav ranade (8/28/2008 3:26:21 PM): RIL - many analysts were claiming that co had purposely not booked inventory gains last qtr ..... they wl be used as a cushion in the coming qtrs .......... now they wl hv a inventory carrying loss .... so that understated profit wl automatically get adjusted .......... cushion is goneeeeeeeee .........
madhav ranade (8/28/2008 3:28:17 PM): aban counter shud be watched closely now ...... if it breaks 2000 convincingly ...... we r looking at further 10 % downside ............
Wednesday, September 3, 2008
Subscribe to:
Post Comments (Atom)
No comments:
Post a Comment