[www.niftyviews.com:27755] Yes Bank-The Comfort Of Knowing The Unknown

2018-09-28 Thread Rajiv Handa
YesBank-Imploding Total FNO Turnover Rs 2000 Crore Open Int Oct 18 - 15 Crore Shares Massive Short Rollover From September 18. Days Loss 17 per cent One Week Loss 40-50 per cent in Value -- Kindly email stock reports at STOCKRESEARCHER@googlegroups.com For sharing knowledge -- NIFTYVIEWS.COM

[www.niftyviews.com:27757] Kaya-Mkt Cap Rs 961 Cr; Shares Traded 4800; Zero Profits

2018-09-30 Thread Rajiv Handa
Income Statement Revenue 51.08 50.66 49.63 51.66 49.26 201.20 Other Income 0.96 4.32 1.17 1.84 2.26 9.58 Total Income 52.04 54.98 50.80 53.50 51.51 210.78 Expenditure -50.58 -54.03 -52.77 -51.88 -52.68 -211.35 Interest -- -0.09 -- -0.01 -0.01 -0.10 PBDT 1.46 0.94 -1.97 1.62 -1.16 -0.57 Depreciation

[www.niftyviews.com:27758] ILFSTN-Everything The GOI Touches Ends In Disaster-IFCI, IDBI, ICICI, ILFS, REC & PFC

2018-09-30 Thread Rajiv Handa
Income Statement Revenue 806.58 1,218.41 712.78 686.33 749.18 3,536.83 Other Income 228.80 393.59 367.41 333.86 204.65 1,172.65 Total Income 1,035.38 1,612.00 1,080.19 1,020.19 953.83 4,709.48 Expenditure -1,315.92 -1,467.01 -1,001.78 -930.03 -913.27 -4,355.36 Interest -489.16 -429.94 -410.41 -422.

[www.niftyviews.com:27759] Real Estate-The Massive Bubble-LAP Loans For Projects Where There Are No Roads As Yet; Atleast Rs 10000 Cr Could Be Involved

2018-09-30 Thread Rajiv Handa
*INVESTMENT ON DWARKA EXPRESSWAYGurgaon’s 5 micro-marketsAverage rate per sq ft (approx.)M G Road₹ 10,000 - 12,000/-Golf Course Road₹ 12,000 - 30,000/-Golf Course Extn Road₹ 8,000 - 12,000/-Sohna Road₹ 7,000 - 9,000/-Dwarka Expressway₹ 5,000 - 9,000/-DLF ON DWARKA EXPRESSWAY[image: Dlf Projects on

[www.niftyviews.com:27760] Veto Switchgears-What To Do With Bombed Out Stocks?

2018-09-30 Thread Rajiv Handa
FYI -- Kindly email stock reports at STOCKRESEARCHER@googlegroups.com For sharing knowledge -- NIFTYVIEWS.COM NOW A FREE OPEN SOURCE WEBSITE. http://www.niftyviews.com/ Disclaimer :- "The opinions expressed by the members on this board are based on their individual experience and percept

[www.niftyviews.com:27762] Anantraj-For All The Hard Selling By CBRE Just One Family Lives In The Sec 63A Villas; Debt Rs 2200 Crore

2018-09-30 Thread Rajiv Handa
Since our establishment in 1969, Anant Raj Limited (ARL) is name that has become synonymous with the highest quality, excellence and innovation in the field of real estate development. We are proud of a spectacular track record in our chosen sphere of business and today, can be credited with changi

[www.niftyviews.com:27763] Crude@100; Sell All Oil Sensitives-Autos, Auto Ancillaries; Logistics Blue Dart, Gati, Construction Stocks

2018-09-30 Thread Rajiv Handa
Dear Member , [image: Upgrade to premium] *Why upgrade? * Greetings from London. Oil

[www.niftyviews.com:27765] Real Estate-RERA is Futile. Check How Many Unlisted Developers Are Accepting Cash For Under Construction Projects

2018-09-30 Thread Rajiv Handa
There Will Be Many Ghost Towns Like JP in the Delhi NCR market. -- Kindly email stock reports at STOCKRESEARCHER@googlegroups.com For sharing knowledge -- NIFTYVIEWS.COM NOW A FREE OPEN SOURCE WEBSITE. http://www.niftyviews.com/ Disclaimer :- "The opinions expressed by the members on thi

[www.niftyviews.com:27766] DLF, M3M-Check The Cash Element & Why Real Estate Has Sunk

2018-10-02 Thread Rajiv Handa
All of us would have come across some fabulous real estate deals in choicest location with state of art specification and at 25-40% less than the market price. And most of us could never leverage that opportunity because the seller, no matter how distressed, wanted 30-40% of the payment in cash. An

[www.niftyviews.com:27767] Buy Yes Bank-Cap Rs 50,000 Cr; Sell IB Ventures-Cap Rs 30,000 Cr. Check IBV Numbers

2018-10-02 Thread Rajiv Handa
*(in Cr.)* *Jun-18* *Mar-18* *FY17-18* Revenue 32.61 35.51 128.63 Net Profit 53.38 9.30 52.12 EPS 1.11 0.21 1.21 Cash EPS 0.99 0.21 1.16 OPM % 170.59 39.59 55.94 NPM % 163.71 26.19 40.52 -- Kindly email stock reports at STOCKRESEARCHER@googlegroups.com For sharing knowledge -- NIFTYVIEWS.COM

[www.niftyviews.com:27768] Religare-Mkt Cap Rs 600 Cr; Fund Infusion Rs 1200 Cr; Look Who Owns The Stock

2018-10-02 Thread Rajiv Handa
*B1) Institutions* 0 0 0.00 0.00 0.00 0.00 *Foreign Portfolio Investors* 16 45578113 4,55,78,113 21.01 4,55,78,113 21.01 12.56 0.00 4,55,78,113 INDIA HORIZON FUND LTD 1 17838467 1,78,38,467 8.22 1,78,38,467 8.22 4.91 0.00 1,78,38,467 HUNT INTERNATIONAL INVESTMENTS LLC 1 3737742 37,37,742 1.72 37,37

[www.niftyviews.com:27769] Gurgaon Real Estate-In Trouble; No Roads, No Civic Amenities-Creating Ghost Towns on Dwarka Expressway

2018-10-02 Thread Rajiv Handa
M3M Woodshire is a luxurious residential project developed by the M3M India Limited. The project is located in Sector 107, Dwarka Expressway, Gurgaon. The project offers ready to move in 2, 3 & 4 BHK residences starting from Rs. 80 Lacs. Luxury lifestyle now available at 0% interest rate. Commerci

[www.niftyviews.com:27771] Debt: An Emerging Market Problem

2018-10-03 Thread Rajiv Handa
Oct 3, 2018 WILLIAM WHITE A decade after the collapse of Lehman Brothers, global debt levels are higher than in 2008, lending has moved into the opaque realm of asset management and private equity, and the dollar is surging. Given the pro

[www.niftyviews.com:27773] IB Ventures-Mkt Cap Rs 29000 Cr; From Rs 800 to Rs 400 on lower Circuit; Sellers Book 4.0 L; When Will CCT be Raised to 20 per cent?

2018-10-04 Thread Rajiv Handa
FYI -- Kindly email stock reports at STOCKRESEARCHER@googlegroups.com For sharing knowledge -- NIFTYVIEWS.COM NOW A FREE OPEN SOURCE WEBSITE. http://www.niftyviews.com/ Disclaimer :- "The opinions expressed by the members on this board are based on their individual experience and percept

[www.niftyviews.com:27774] Liquid Large Caps in FNO Will Get Hammered in October

2018-10-04 Thread Rajiv Handa
FYI -- Kindly email stock reports at STOCKRESEARCHER@googlegroups.com For sharing knowledge -- NIFTYVIEWS.COM NOW A FREE OPEN SOURCE WEBSITE. http://www.niftyviews.com/ Disclaimer :- "The opinions expressed by the members on this board are based on their individual experience and percept

[www.niftyviews.com:27776] Check Bandhan Bank and RBL Exposure To ILFS. Or Should These Managements Come Clean?

2018-10-07 Thread Rajiv Handa
Will take securitisation route to clear short-term debt MUMBAI, OCTOBER 7 Faced with the risk that their short-term liabilities may not be rolled over, non-banking finance companies may step up securitisation of their receivables to pull in liquidity to pay off short-term debt. The roll-over ris

[www.niftyviews.com:27779] Real Estate/NBFCs-LAP Loans Will Be India's Sub-Prime As NCR Reality plunges To 8 Year Lows

2018-10-08 Thread Rajiv Handa
Liquidate Real Estate -- Kindly email stock reports at STOCKRESEARCHER@googlegroups.com For sharing knowledge -- NIFTYVIEWS.COM NOW A FREE OPEN SOURCE WEBSITE. http://www.niftyviews.com/ Disclaimer :- "The opinions expressed by the members on this board are based on their individual expe

[www.niftyviews.com:27780] JSPL-Being pushed on TV. With Debt of Rs 400Bn, Makes QIP of Rs 1000 Cr. What is the Liquidity Status?

2018-10-08 Thread Rajiv Handa
FYI -- Kindly email stock reports at STOCKRESEARCHER@googlegroups.com For sharing knowledge -- NIFTYVIEWS.COM NOW A FREE OPEN SOURCE WEBSITE. http://www.niftyviews.com/ Disclaimer :- "The opinions expressed by the members on this board are based on their individual experience and percept

[www.niftyviews.com:27781] Blue Dart-NCD Redemption on Nov 17. Which MF is the liquidity parked in?

2018-10-08 Thread Rajiv Handa
FYI -- Kindly email stock reports at STOCKRESEARCHER@googlegroups.com For sharing knowledge -- NIFTYVIEWS.COM NOW A FREE OPEN SOURCE WEBSITE. http://www.niftyviews.com/ Disclaimer :- "The opinions expressed by the members on this board are based on their individual experience and percept

[www.niftyviews.com:27785] NBFC-Is Liquidity Assured?

2018-10-09 Thread Rajiv Handa
Look liquidity indeed is tight and there is an issue with MFs…They are facing massive redemption pressures…We have seen some Rs2.1 trillion outflows from money market and liquid funds…We were speaking to some debt fund managers and they were telling that corporate treasuries after the ILFS issue ha

[www.niftyviews.com:27787] IB Ventures-Is Price A Creation Of Broker Funding BY NBFCS?

2018-10-10 Thread Rajiv Handa
The Securities and Exchange Board of India (Sebi) has restrained a Delhi-based brokerage from selling shares of Dewan Housing Finance Corporation

[www.niftyviews.com:27788] India: In Recession? Possible.

2018-10-10 Thread Rajiv Handa
President Donald Trump on Wednesday said that India "will soon find out" about his decision on the punitive CAATSA sanctions after India signed a USD 5 billion deal to purchase the much-vaunted S-400 air defence system from Russia. Under the Countering America's Adversaries Through Sanctions Act o

[www.niftyviews.com:27791] What About ALM mismatch at NHAI and NHB?

2018-10-16 Thread Rajiv Handa
No one talks about these Government entities. Till they go bust like HFCs and ILFS. -- Kindly email stock reports at STOCKRESEARCHER@googlegroups.com For sharing knowledge -- NIFTYVIEWS.COM NOW A FREE OPEN SOURCE WEBSITE. http://www.niftyviews.com/ Disclaimer :- "The opinions expressed b

[www.niftyviews.com:27792] IBVentures-Should Sebi intervene? 20 Lower cricuits, 4 Upper and A Lower Cricuit Again. Or Relax Circuit?

2018-10-16 Thread Rajiv Handa
FYI -- Kindly email stock reports at STOCKRESEARCHER@googlegroups.com For sharing knowledge -- NIFTYVIEWS.COM NOW A FREE OPEN SOURCE WEBSITE. http://www.niftyviews.com/ Disclaimer :- "The opinions expressed by the members on this board are based on their individual experience and percept

[www.niftyviews.com:27794] The Madness Called Construction-These NBFCs Will Sink

2018-10-17 Thread Rajiv Handa
Powered by 99acres.com Report Spam

[www.niftyviews.com:27795] IB Ventures-Stock Loses Rs 20,000 Cr in Market Cap. What Are The PAIC doing?

2018-10-18 Thread Rajiv Handa
*B1) Institutions* 0 0 0.00 0.00 0.00 0.00 *Mutual Funds/* 2 5982 5,982 0.00 5,982 0.00 0.00 0.00 5,982 *Foreign Portfolio Investors* 100 129485375 1,18,63,459 14,13,48,834 23.37 14,13,48,834 23.37 22.28 5,27,38,122 37.31 14,13,48,834 CINNAMON CAPITAL LIMITED 1 44668762 72,87,296 5,19,56,058 8.59 5

[www.niftyviews.com:27796] Kwality Goes To NCLT; Be Wary of 1-2 per cent Margin players like Heritage and Prabhat

2018-10-21 Thread Rajiv Handa
FYI -- Kindly email stock reports at STOCKRESEARCHER@googlegroups.com For sharing knowledge -- NIFTYVIEWS.COM NOW A FREE OPEN SOURCE WEBSITE. http://www.niftyviews.com/ Disclaimer :- "The opinions expressed by the members on this board are based on their individual experience and percept

[www.niftyviews.com:27798] Edelweiss-A Rs 14,000 Cr Market Cap For An EPS of Rs 1.6

2018-10-22 Thread Rajiv Handa
(in Cr.) Jun-18 Mar-18 Dec-17 Sep-17 Jun-17 FY 17-18 Income Statement Revenue 95.54 123.85 104.42 97.22 105.28 439.52 Other Income 5.94 0.30 0.01 8.75 -- 0.31 Total Income 101.48 124.15 104.43 105.97 105.28 439.83 Expenditure -59.53 -45.29 -68.90 -73.27 -69.71 -257.17 Interest -0.60 -1.86 -18.66 -3

[www.niftyviews.com:27802] 8K Miles-If The Broker Can Steal Promoter's Shares What All Can He Do To You?

2018-10-22 Thread Rajiv Handa
It’s been a downhill ride for shares of technology company 8K Miles Software Services Ltd. The cloud services provider has lost 90 percent of its value since hitting an all-time high of Rs 1,029.95 apiece on Nov. 29, 2017. The slide was accelerated by a string of suspicious developments including,

[www.niftyviews.com:27803] The FIIs Will Find The EXIT Doors Firmly Closed

2018-10-22 Thread Rajiv Handa
ING Bank NV has lowered its year-end rupee forecast just as the currency is staging a rebound. Rising oil prices and political uncertainty ahead of state elections will see Asia’s worst-performing currency resume losses, according to Prakash Sakpal, an economist at ING in Singapore, whose new esti

[www.niftyviews.com:27804] Investors Dump Asset Managers-Mosl, IIFL, ABC and Edel

2018-10-22 Thread Rajiv Handa
Weak inflows and lower margins hit investor sentiment * By Peter Smith * O

[www.niftyviews.com:27805] Yes Bank-Open Interest 19.3 Crore Shares; Can It Do Rs 100 Over The Next 4 Days?

2018-10-22 Thread Rajiv Handa
FYI -- Kindly email stock reports at STOCKRESEARCHER@googlegroups.com For sharing knowledge -- NIFTYVIEWS.COM NOW A FREE OPEN SOURCE WEBSITE. http://www.niftyviews.com/ Disclaimer :- "The opinions expressed by the members on this board are based on their individual experience and percept

[www.niftyviews.com:27806] IndusInd-Can We Question A 30X PE for A Bank?

2018-10-22 Thread Rajiv Handa
(in Cr.) Sep-18 Jun-18 Mar-18 Dec-17 Sep-17 FY 17-18 Income Statement Revenue 5,438.09 5,068.15 4,650.11 4,286.78 4,208.35 17,280.75 Other Income 1,317.28 1,301.60 1,208.51 1,186.76 1,187.57 4,750.10 Total Income 6,755.37 6,369.75 5,858.62 5,473.54 5,395.92 22,030.85 Expenditure -- -- -- -- -- -- I

[www.niftyviews.com:27808] The Risks of Owning An NBFC

2018-10-23 Thread Rajiv Handa
So many things happening in my sector...So many queries…so many nervous investors; every little news flow is getting exaggerated and blown out of proportion…Some sense of reality check needs to be there… *First on IIB …* *IL&FS group’s “best” asset may also require haircut…* a) About t

[www.niftyviews.com:27810] India: A Basket Case; Yes Bank The proverbial beggar

2018-10-28 Thread Rajiv Handa
India-A Unique Case I don't remember when a Government spent a full term tackling Bad Loans/NPA/NPS A Rough Estimate is Rs 10,00,00 Crore or 20 per cent of Bank Landing. While PSU Banks Are Bust, there are pseudo Government Institutions like IFCI, REC, PFC which are on the same path. Even Private B

[www.niftyviews.com:27811] Yes Bank-Public Ownership-80 per cent.Who Wants to Sell at Rs 400, 300, 200 and 180 also?

2018-10-28 Thread Rajiv Handa
*B1) Institutions* 0 0 0.00 0.00 *Mutual Funds/* 29 243576953 24,35,76,953 10.55 24,35,76,953 10.55 24,35,76,953 BIRLA SUN LIFE TRUSTEE COMPANY PRIVATE LIMITED ALONGWITH ITS VARIOUS SCHEMES 1 43732819 4,37,32,819 1.89 4,37,32,819 1.89 4,37,32,819 FRANKLIN TEMPELTON MUTUAL FUND ALONGWITH ITS VARIOUS

[www.niftyviews.com:27812] Yes Bank-Short Futures; Sell Cash on Nov 29 and Cover Futures

2018-10-28 Thread Rajiv Handa
*B1) Institutions* 0 0 0.00 0.00 *Mutual Funds/* 29 243576953 24,35,76,953 10.55 24,35,76,953 10.55 24,35,76,953 BIRLA SUN LIFE TRUSTEE COMPANY PRIVATE LIMITED ALONGWITH ITS VARIOUS SCHEMES 1 43732819 4,37,32,819 1.89 4,37,32,819 1.89 4,37,32,819 FRANKLIN TEMPELTON MUTUAL FUND ALONGWITH ITS VARIOUS

[www.niftyviews.com:27813] Religare-When You Financialise Your Savings, You End Losing It All

2018-10-28 Thread Rajiv Handa
*B1) Institutions* 0 0 0.00 0.00 0.00 0.00 *Foreign Portfolio Investors* 14 45529089 4,55,29,089 20.99 4,55,29,089 20.99 12.54 0.00 4,55,29,089 INDIA HORIZON FUND LTD 1 17838467 1,78,38,467 8.22 1,78,38,467 8.22 4.91 0.00 1,78,38,467 HUNT INTERNATIONAL INVESTMENTS LLC 1 3737742 37,37,742 1.72 37,37

[www.niftyviews.com:27815] One Majority Govt-5 Year Term; NPA 10,00,000 Cr; One IBC Law, 2 Resolutions-State of A Bankrupt Economy

2018-10-30 Thread Rajiv Handa
FYI -- Kindly email stock reports at STOCKRESEARCHER@googlegroups.com For sharing knowledge -- NIFTYVIEWS.COM NOW A FREE OPEN SOURCE WEBSITE. http://www.niftyviews.com/ Disclaimer :- "The opinions expressed by the members on this board are based on their individual experience and percept

[www.niftyviews.com:27816] Yes Bank-17 Crore Shares To Be Covered/Rolled; Check Earnings Release

2018-10-31 Thread Rajiv Handa
The unaudited standalone financial results of the Bank for the quarter (Q2) and Half Year ended September 30, 2018 have been approved by the Board of Directors of YES BANK at its meeting held on 25th October 2018. The key financial highlights from the results are attached for your perusal. These a

[www.niftyviews.com:27818] Yes Bank-A Buy or Sell?

2018-10-31 Thread Rajiv Handa
*Yes Bank**-** Result Update* *Yes Bank showed dismal performance – PAT declined by 24% qoq (4% yoy) to ₹ 9.6 bn largely led by higher credit cost. Gross slippages escalated sharply for the quarter at ₹ 16.3 bn (₹ 5.6 bn qoq) led by one large corporate account defaulting amounting to ₹ 6.3 bn (most

[www.niftyviews.com:27821] ILFS-Eyes Wide Sut

2018-11-04 Thread Rajiv Handa
StockTalkS › IL&FS Scandal: 347 group companies, Rs99,354 crore Debt. 1 post by 1 author [image: image.png] Assign [image: image.png] hdk...@gmail.com [image: image.png] 4 Nov (16 hours ago) IL&FS Scandal: 347 group companies, Rs99,354 crore Debt

[www.niftyviews.com:27822] IndusInd-Equally Guilty

2018-11-04 Thread Rajiv Handa
*IndusInd Bank Limited - Bridge financing went wrong; BHAFIN can cover the earnings gap* *A short-term financing went wrong* IndusInd Bank's (IIB) exposure to ILFS is INR30bn, of which INR20bn is to ILFS holding company. The cover against loans exposure towards holding company was repayment fro

[www.niftyviews.com:27823] A Rs 99,000 Cr Fish Called ILFS Blindsides All

2018-11-04 Thread Rajiv Handa
*IndusInd Bank Limited - Bridge financing went wrong; BHAFIN can cover the earnings gap* *A short-term financing went wrong* IndusInd Bank's (IIB) exposure to ILFS is INR30bn, of which INR20bn is to ILFS holding company. The cover against loans exposure towards holding company was repayment fro

[www.niftyviews.com:27824] Bajaj Finance-Earnings Release

2018-11-04 Thread Rajiv Handa
*Sub: Bajaj Finance Limited - Half-yearly communication FY2018-19* As you may be aware, the Board at its Meeting held on 23 October 2018 has approved and adopted the financial results of the Company for the quarter and half-year ended 30 September 2018. In this regard, please find below the electr

[www.niftyviews.com:27833] INR-At USD 390 Bn the RBI has Spent USD 50 Bn To Save The Rupee. Will They Let Go Now?

2018-11-12 Thread Rajiv Handa
FYI -- Kindly email stock reports at STOCKRESEARCHER@googlegroups.com For sharing knowledge -- NIFTYVIEWS.COM NOW A FREE OPEN SOURCE WEBSITE. http://www.niftyviews.com/ Disclaimer :- "The opinions expressed by the members on this board are based on their individual experience and percept

[www.niftyviews.com:27838] Impal-To Benefit From Stake Sale In Royal Sundaram Insurance

2018-11-14 Thread Rajiv Handa
The deal values Royal Sundaram at about Rs 3,800 crore, around 1.1 times one-year forward gross written premium Sundaram Finance, one of the leading NBFCs and predominantly a commercial vehicles (CV) financier, gets a boost from divesting a portion of its stake in its non-life insurance business,

[www.niftyviews.com:27839] Sundaram Finance Brings in Belgians Into Royal Sundaram; IMPAL Will Gain As Co-Promoter

2018-11-14 Thread Rajiv Handa
Sundaram Finance and its associates ink pact with Ageas for the stake sale Chennai, November 14 Sundaram Finance and its associates and Belgium’s insurance major Ageas Insurance International N.V have concluded a deal for the acquisition of 40 per cent share capital in non-life insurance company

[www.niftyviews.com:27842] Yes Bank-OI 21.6 Crore Shares; Systematic Destruction Of The Stock Timed With Managment Exits

2018-11-16 Thread Rajiv Handa
FYI -- Kindly email stock reports at STOCKRESEARCHER@googlegroups.com For sharing knowledge -- NIFTYVIEWS.COM NOW A FREE OPEN SOURCE WEBSITE. http://www.niftyviews.com/ Disclaimer :- "The opinions expressed by the members on this board are based on their individual experience and percept

[www.niftyviews.com:27843] Yes Bank-Should We Sue The RBI? Or A Class Action Suit On The Promoters, Directors, Key Executives & Auditors For Tainted Accounts?

2018-11-17 Thread Rajiv Handa
Rating agency Icra has placed long-term rating for private lender Yes Bank on watch with negative implications. The rating action factors in the Reserve Bank of India's directive to the private bank to a

[www.niftyviews.com:27846] India Bulls Housing-Is There More To The ILFS saga?

2018-11-19 Thread Rajiv Handa
Shares of Indiabulls Housing Finance Ltd. tumbled again, but this time not because of fears stemming from IL&FS crisis . Investors now seem to be concerned about its exposure to SuperTech Ltd.

[www.niftyviews.com:27847] IndiaBulls Housing-More Than Meets The Eye?

2018-11-19 Thread Rajiv Handa
Securities and Exchange Board of India (SEBI) said it has not issued any advisory to mutual funds against rolling over their current exposure to Indiabulls Housing Finance and Dewan Housing Finance. The clarification issued by the capital markets regulator on Friday comes after some media reports s

[www.niftyviews.com:27848] Yes Bank-Time To Say No

2018-11-19 Thread Rajiv Handa
Sometimes, saying no makes all the difference. Private lender Yes Bank Ltd has a ₹2,600 crore exposure to Infrastructure Leasing and Financial Services Ltd (IL&FS). The fact that it is 1% of its loan book and the exposure is currently standard on the bank’s books could be tempting to write it off a

[www.niftyviews.com:27849] Yes Bank-In Cahoots With These Luminaries

2018-11-19 Thread Rajiv Handa
: ICRA’s downgrading of Infrastructure Leasing and Financial Services (IL&FS) to ‘junk’ rating has not only hit mutual funds investing in IL&FS Group companies, but has potential to hurt several listed banks with exposure to the cash-starved group. Any further weakness in the group’s financials ma

[www.niftyviews.com:27850] IFCI. IDFC, REC, PFC and ILFS-All Goi Institutions; All Infra Debt Is NPA

2018-11-20 Thread Rajiv Handa
When the borrower stops paying interest or principal on a loan, the lender will lose money. Such a loan is known as Non-Performing Asset (NPA). Indian Banking industry is seriously affected by Non-Performing Assets. In the best interest of our readers, we have come up with a comprehensive post on

[www.niftyviews.com:27851] Yes Bank-Open Interest 26 Cr Shares; The Owners Are Totally Leveraged

2018-11-26 Thread Rajiv Handa
India’s finance industry is letting a good crisis go to waste by not learning from it. The sudden $12.8 billion bankruptcy of infrastructure lender IL&FS Group , currently sequest

[www.niftyviews.com:27852] Whats Common Between DHFL. IBHF and Yes Bank-A Source of Promoter Funding?

2018-11-26 Thread Rajiv Handa
India’s finance industry is letting a good crisis go to waste by not learning from it. The sudden $12.8 billion bankruptcy of infrastructure lender IL&FS Group , currently sequest

[www.niftyviews.com:27853] Yes Bank-4 Cr Shorts Covered; Media Continue To Plant Destructive Stories

2018-11-26 Thread Rajiv Handa
The Reserve Bank of India (RBI) on Monday began inspecting Yes Bank’s exposure to Infrastructure Leasing and Financial Services Ltd (IL&FS), Dewan Housing Finance Corp. Ltd

[www.niftyviews.com:27855] YesBank-An Ekta Kapoor Soap; 5 Crore intra-day Shorts; OI 25 Cr; A List of Stuck Investors

2018-11-26 Thread Rajiv Handa
*B1) Institutions* 0 0 0.00 0.00 *Mutual Funds/* 29 243576953 24,35,76,953 10.55 24,35,76,953 10.55 24,35,76,953 BIRLA SUN LIFE TRUSTEE COMPANY PRIVATE LIMITED ALONGWITH ITS VARIOUS SCHEMES 1 43732819 4,37,32,819 1.89 4,37,32,819 1.89 4,37,32,819 FRANKLIN TEMPELTON MUTUAL FUND ALONGWITH ITS VARIOUS

[www.niftyviews.com:27856] YesBank-3 Crore Dec Puts at Rs 185; Moody's Downgrade Realeased At 3.15 PM

2018-11-27 Thread Rajiv Handa
FYI -- Kindly email stock reports at STOCKRESEARCHER@googlegroups.com For sharing knowledge -- NIFTYVIEWS.COM NOW A FREE OPEN SOURCE WEBSITE. http://www.niftyviews.com/ Disclaimer :- "The opinions expressed by the members on this board are based on their individual experience and percept

[www.niftyviews.com:27858] YesBank-If Promoter Defaults, The Collateral Will Hit Market and 23 Cr Shorts Will Rejoice

2018-11-27 Thread Rajiv Handa
In a scandalous case of using public money to fund private deals, mutual fund schemes of Reliance Mutual Fund, controlled by Anil Ambani, and Franklin Templeton, have lent money to the front companies of one of the founders of Yes Bank, Rana Kapoor, against his shareholding in Yes Bank, wrote Andy

[www.niftyviews.com:27860] Yes Bank To Family; No To Everyone Else. A Ramesh Gelli and Habil Khorakiwala Stock Destruction

2018-11-27 Thread Rajiv Handa
promoter Rana Kapoor’s investment companies borrowed from mutual funds and invested the money as equity in a finance company in a transaction that could be questioned by investors and possibly by the regulator as well. YES Capital, owned by the Rana Kapoor family, invested a part of funds borrowed

[www.niftyviews.com:27862] YesBank-Downgrades Timed To Help 30 Cr Shorts Exit FNO With Truckloads of Money

2018-11-28 Thread Rajiv Handa
Private lender YES Bank’s stock plunged nearly 12 per cent on the BSE on Wednesday, closing at Rs 161.70. This is the lowest for the bank in the past 32 months. Rating agency Icra on Wednesday downgraded the bank’s rating. The agency said a series of resignations at YES Bank

[www.niftyviews.com:27865] Banks Are A Buy & Shorts Might Burn-Rate Cuts, Low Inflation, Low Crude-The Holy Troika In Play

2018-11-29 Thread Rajiv Handa
Fed Chairman Powell now sees current interest rate level 'just below' neutral - Fed Chairman Jerome Powell said Wednesday that the central bank's benchmark interest rate is "just below" neutral. - The chairman's observation on rates in early October helped set off a rough period on Wal

[www.niftyviews.com:27866] USD Decline Will Lead To EM Outperformance

2018-11-29 Thread Rajiv Handa
US dollar will weaken through 2020 as investors find better returns elsewhere, Morgan Stanley says - The U.S. dollar will depreciate next year, and it's not just because the Federal Reserve will potentially stop raising interest rates, said Hans Redeker, Morgan Stanley's global head of FX

[www.niftyviews.com:27867] Yes Bank-When Does The GOI Takeover? And Destroy The Left-Over!

2018-11-29 Thread Rajiv Handa
The Reserve Bank of India (RBI) and Yes Bank Ltd exchanged at least eight letters related to persistent governance and compliance failures and violations of statutory and regulatory rules at Yes Bank before the regulator decided to reject a request to extend

[www.niftyviews.com:27870] Yes Bank-BUY Investec Target Rs 320

2018-11-30 Thread Rajiv Handa
*As negative news flow on Yes Bank’s governance issues continue unabated, we ask ourselves as we did with ICICI – Is this time any different? We decide to look at Sir Templeton’s words of wisdom with a twist – and reiterate our Buy stance on YES. We look to when ICICIBC was in similar predicaments

[www.niftyviews.com:27871] YesBank-Algo Trades of 5 Cr Shares Daily; Possible Buyer-Seller Same Creating Fake Volume

2018-12-03 Thread Rajiv Handa
*Yes Bank **(YESB.NS)* [image: Investec Securities] Price: INR160 | Target: INR320 | Rec: Buy *As negative news flow on Yes Bank’s governance issues continue unabated, we ask ourselves as we did with ICICI – Is this time any different? We decide to look

[www.niftyviews.com:27872] IBVentures-Now In B Group. Market Cap Lost Rs 25,000 Cr, Yes Bank-Market Cap Rs 35000 Cr; Switch?

2018-12-03 Thread Rajiv Handa
*Yes Bank **(YESB.NS)* [image: Investec Securities] Price: INR160 | Target: INR320 | Rec: Buy *As negative news flow on Yes Bank’s governance issues continue unabated, we ask ourselves as we did with ICICI – Is this time any different? We decide to look

[www.niftyviews.com:27881] YesBank-Succession Plans Un-nerve; Stock creates a Death Star Diamond Formation may go below Rs 140

2018-12-09 Thread Rajiv Handa
Hat-tricks make Rana Kapoor, the founder of Yes Bank, feel good. When his third and youngest daughter Roshini came back to India after completing her studies in the US, he wanted to build something for the future. TTS:IO or The Three Sisters Institutional Office was born. What followed was a rejig

[www.niftyviews.com:27885] YesBank, IDFC Bank-Roughly 16 Crore Shorts To Be Covered or Rolled

2018-12-12 Thread Rajiv Handa
FYI -- Kindly email stock reports at STOCKRESEARCHER@googlegroups.com For sharing knowledge -- NIFTYVIEWS.COM NOW A FREE OPEN SOURCE WEBSITE. http://www.niftyviews.com/ Disclaimer :- "The opinions expressed by the members on this board are based on their individual experience and percept

[www.niftyviews.com:27886] Veto Switchgrears-To Convert Warrants To Equity on December 15

2018-12-13 Thread Rajiv Handa
*Foreign Portfolio Investors* 5 1146760 11,46,760 6.26 11,46,760 6.26 0.00 11,46,760 ELARA INDIA OPPORTUNITIES FUND LIMITED 1 235000 2,35,000 1.28 2,35,000 1.28 0.00 2,35,000 SENNA PENDULA 1 777000 7,77,000 4.24 7,77,000 4.24 0.00 7,77,000 *Financial Institutions/ Banks* 2 134749 1,34,749 0.74 1,34

[www.niftyviews.com:27889] Yes Bank-Philip Capital

2018-12-16 Thread Rajiv Handa
Key investment arguments • Capital and growth: YES reported a CET1 ratio of 9.0% as of September 2018. Given the uncertainties related to the bank’s top management and its depressed share price, we do not expect YES to raise capital anytime. Consequently, the management will have to maintain a fi

[www.niftyviews.com:27899] IIFL-Demerger

2018-12-19 Thread Rajiv Handa
IIFL Demerger Analysis The ability to destroy your ideas rapidly instead of slowly when the occasion is right is one of the most valuable things. You have to work hard on it. Ask yourself what are the arguments on the other side. It’s bad to have an opinion you’re proud of if you can’t state the a

[www.niftyviews.com:27902] YesBank-Losing Half, Set For More As They Settle Divergences

2018-12-26 Thread Rajiv Handa
Yes Bank has been in the news for all the wrong reasons recently. There’s been about 5.5 times more “bad” loans according to RBI, versus what they revealed last year. (Note: We have changed the heading after the Yes Bank Clarification received, noted below) Let’s look first into what the RBI noti

[www.niftyviews.com:27914] Religare-Virtual Zero; Why Has No Receiver Been Appointed And Promoters/Key Executives Arrested?

2019-01-15 Thread Rajiv Handa
Along the river Beas in North India sits a sprawling spiritual commune that’s somewhere between a traditional ashram and a Florida gated community. There’s a grand meeting hall with tiered spires and pearl domes, but also tract housing and an American-style supermarket. It’s home to 8,000 devotees

[www.niftyviews.com:27916] YesBank-LIC, Jasmine Buy Big, But Is The ILFS Exposure The Overhang?

2019-01-18 Thread Rajiv Handa
*B1) Institutions* 0 0 0.00 0.00 *Mutual Funds/* 29 234980274 23,49,80,274 10.16 23,49,80,274 10.16 23,49,80,274 UTI ALONGWITH ITS VARIOUS SCHEMES 1 34143754 3,41,43,754 1.48 3,41,43,754 1.48 3,41,43,754 SBI ALONGWITH ITS VARIOUS SCHEMES 1 33573343 3,35,73,343 1.45 3,35,73,343 1.45 3,35,73,343 FRAN

[www.niftyviews.com:27918] Frequency, Magnitude of Transaction in Systematic Manner not a Criteria to Treat Share Transaction a Business Activity: ITAT* http://www.taxscan.in/frequency-magnitude-share

2019-01-20 Thread Rajiv Handa
*Frequency, Magnitude of Transaction in Systematic Manner not a Criteria to Treat Share Transaction a Business Activity: ITAT* http://www.taxscan.in/frequency-magnitude-share-business-itat/32772/ -- Kindly email stock reports at STOCKRESEARCHER@googlegroups.com For sharing knowledge -- NIFT

[www.niftyviews.com:27930] YesBank-Will It Be Rs 180 or Rs 220?

2019-01-23 Thread Rajiv Handa
Private lender YES BankNSE -1.19 % will come out with its earnings numbers for December quarter on Thursday. There are expectations that the bank may report higher slippages and loan provisions for its exposure to the IL&FS group. However, net interest margins may remain stable for the quarter ende

[www.niftyviews.com:27933] Aditya Birla Capital-A Tearing Hurry To Exit Will Create A Buy Opportunity at Rs 60

2019-01-24 Thread Rajiv Handa
Aditya Birla Capital Limited (ABCL) is one of the largest financial services players in India. Formerly known as Aditya Birla Financial Services Limited, ABCL is the holding company of all the financial services businesses of the Aditya Birla Group. With a strong presence across the life insurance

[www.niftyviews.com:27934] Automobiles-Maruti (Crying Mother)-A Dark Road Ahead

2019-01-25 Thread Rajiv Handa
*There is a real problem for the auto sector going forward, Andrew Holland, CEO, Avendus Capital Alternate, tells ET Now. Edited excerpts:* *Emerging markets will outperform developing markets in 2019. Amid so much chaos and uncertainty with regard to macros as well as micros, how do you see Indi

[www.niftyviews.com:27937] Infra-All Debt To GOI; No One Else Pays

2019-01-27 Thread Rajiv Handa
In a very interesting article, Sanjay Bakshi takes on the National Highways Authority of India (NHAI) – Read: A Highway Of Debt Sanjay says this of the road building, government owned, behemoth: - It has debt of Rs. 1

[www.niftyviews.com:27938] Yes Bank-MS Puts A Target of Rs 160; What Does A New CEO Change?

2019-01-27 Thread Rajiv Handa
Yes I pushed the stock at 160, 180 and also at 300 bucks….so I am not claiming any moral victory for the stock having touched 230…Hear me out and my thought process in this email and then we can have a constructive debate… Let me address all investor queries one by one *One overhang of CEO go

[www.niftyviews.com:27944] Fixing Deficit-Ongc-Buy HPCL and Then Buy Your Own Shares; What Difference Who Sits On The Throne-They Work The Same Way (Capitalmind.in)

2019-01-28 Thread Rajiv Handa
We have some big big numbers here. This is, in fact, the summary of the borrowings of ONGC during FY17-18. In Fy16-17 they had no borrowings. In fact, during the previous several years they had zero borrowings. This is a cash ric

[www.niftyviews.com:27945] India: 5 Years On Are Your Toilets Fixed? The GOI's Are Not!

2019-01-28 Thread Rajiv Handa
Amid stress in the power sector, woes of electricity generating firms have increased further as their outstanding dues on state distribution companies (discoms) rose to Rs 39,498 crore in October 2018, up 24.7 per cent from a year-ago levels, off

[www.niftyviews.com:27946] LEEL-Does Common sense Investing Work?...RJstocks

2019-01-28 Thread Rajiv Handa
LEEL is a “*Big Dussera Gift*” from me to novices: SP Tulsian Normally, stocks recommended on auspicious days like Diwali, Dussera, Christmas etc surge like rockets and delight investors. SP Tulsian, the veteran stock market advisor, religiously follows the hallowed tradition and recommends high-

[www.niftyviews.com:27947] Rain Industries-Did It Rain money for You or Pabrai?

2019-01-28 Thread Rajiv Handa
Dalal Street tense after Rain Industries crashes like ton of bricks MMB has turned into a virtual battlefield amongst Rain Industries’ supporters and detractors. The detractors have been emboldened by the savage crash i

[www.niftyviews.com:27948] Cobrapost-Kick The Weakest Bank; It's YesBank Purportedly Again!

2019-01-29 Thread Rajiv Handa
Upcoming report by a portal on a ₹33,000-cr fraud, the trigger Sentiments in India’s stock market went for a toss on Monday. Key equity indices Sensex and Nifty fell by over 1 per cent each following a rush to get out of positions in debt-laden company stocks and those with high quantum of shares

[www.niftyviews.com:27949] 2019-Socialists Will Take Over Power At Delhi

2019-01-29 Thread Rajiv Handa
On February 1, when the Modi government presents its last budget before the 2019 election, it is likely to try and make amends to farmers. The BJP has been unable to check the decline in rural incomes and farmers’ distress contributed heavily to its recent defeat in three major state polls. The bu

[www.niftyviews.com:27950] DHFL, Religare,YesBank-They Halve & Halve Again But Promoters, Patel and Rajan Are Kosher...Moneylife.in

2019-02-03 Thread Rajiv Handa
The chickens are coming home to roost. Instead of better governance and clean administration, we have been hit by a spate of corporate scandals. In each case, collusive deals between top management of banks and corporate houses have inflicted massive losses, caused share prices to crash and created

[www.niftyviews.com:27954] Zee-Who's Dynasty Are The Funds Protecting?

2019-02-04 Thread Rajiv Handa
On Sunday a clutch of mutual funds and non banking finance companies gave Subhash Chandra a longer rope to hang them with.They agreed to not trigger a default on the Rs 11,500+ crore he’s borrowed from them even if the value of the collateral underlying the loans drops further. Shockingly, they als

[www.niftyviews.com:27955] Zee-Are Debt MFs Doing Shadow Banking? Mutual Fund Safe...Nahi Hai..moneylife.in/ians

2019-02-04 Thread Rajiv Handa
A chastened collective of five leading mutual fund CEOs and ratings agency chiefs emerged from a meeting with SEBI member Madhabi Puri Buch on Monday morning, following a story broken by IANS on Sunday, after a shellacking over lapses in their judgment in taking huge debt exposure to the Zee group

[www.niftyviews.com:27956] Max Financial-Why Is Analjit Singh's Entire Equity Pledged?

2019-02-04 Thread Rajiv Handa
*Max Financial Services Ltd* *Scrip Code : *500271 *Quarter Ending :* December 2018 *Statement showing shareholding pattern of the Promoter and Promoter Group* Category of shareholder Nos. of shareholders No. of fully paid up equity shares held Total nos. shares held Shareholding as a % of total

[www.niftyviews.com:27961] Max India-Check Your Stocks: Have Promoters Pledged Everything?

2019-02-04 Thread Rajiv Handa
*Max India Ltd* *Scrip Code : *539981 *Quarter Ending :* December 2018 *Statement showing shareholding pattern of the Promoter and Promoter Group* Category of shareholder Nos. of shareholders No. of fully paid up equity shares held Total nos. shares held Shareholding as a % of total no. of shares

[www.niftyviews.com:27966] TGBL - Unaudited Consolidated and Standalone Financial Results for the Quarter and Period ended December 31, 2018 - IN30078110132432

2019-02-05 Thread Rajiv Handa
> We are pleased to share with you the Unaudited Standalone and Consolidated > Financial Results of the Company for the Quarter and Period ended December > 31, 2018 along with the Limited Review Report issued by the Statutory > Auditors of the Company. The Financial Results have been approved by th

[www.niftyviews.com:27976] DHFL-Angel

2019-02-10 Thread Rajiv Handa
Due to the development regarding the cobra post expose on DHFL, we recommend a Neutral rating on the stock, given the significant uncertainties that now surround the stock. Hence, in our opinion, it will take long time for the dust to settle and for the company to regain investor confidence. Consid

[www.niftyviews.com:27980] ABCapital, Edel, Motilal, IIFL-2 paisa brokers-Zero Skills, Are Losing Big Time-Will Lose Even More

2019-02-11 Thread Rajiv Handa
It’s time India’s policy makers acknowledged the real problem facing the country’s shadow banks. What they are experiencing is no longer a vanilla liquidity shortage; the entire industry has crashed against a wall of mistrust. On the other side of that wall are a clutch of wealthy property develop

[www.niftyviews.com:27990] 2019 Election Dates Likely By March 7. Five Phase 2014 Elections Started With Delhi on April 11

2019-02-14 Thread Rajiv Handa
The White House asked Pakistan to immediately end “support” and “safe haven” to all terror groups as it strongly condemned the Pulwama terrorist attack. Pakistan-based Jaish-e-Mohammad (JeM) has claimed responsibility for the attack in Jammu and Kashmir’s Pulwama district on Thursday that left at

[www.niftyviews.com:27993] Religare-Hard To Find God, Without Money

2019-02-17 Thread Rajiv Handa
After years of speculation that Gurinder Singh Dhillon, head of Radha Soami Satsang Beas (RSSB), a North India-based spiritual commune, received thousands of crores from the Singh brothers of Ranbaxy, Malvinder Singh has now detailed how money allegedly flowed from his companies to the ‘spiritual l

[www.niftyviews.com:27995] YesBank-What Is It That The RBI Does Not Want The World To Know?

2019-02-17 Thread Rajiv Handa
FYI -- Kindly email stock reports at STOCKRESEARCHER@googlegroups.com For sharing knowledge -- NIFTYVIEWS.COM NOW A FREE OPEN SOURCE WEBSITE. http://www.niftyviews.com/ Disclaimer :- "The opinions expressed by the members on this board are based on their individual experience and percept

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