Jun 4, 2010

Foreign Money Managers finding bargains in emerging market: Compares PE of sectoral stocks of Developed Mkt and Emerging Mkts

    A recent Bloomberg report cited money managers finding bargains giving PE comparison amongst sectoral picks or developed markets vs. emerging markets. It mentions TAT MOTORS as cheaper compared to Germany’s Volkswagen. It remains to be seen if this thing become a trend and weather foreign money managers make it a part of analysis too and weather domestic investor cheer this. At least, we find this significant to put before you.Below is the excerpts from the article followed by linkJune 4 (Bloomberg) -- The biggest drop in emerging-market...

Renewable Energy (Hydro, Wind, Solar Power) Companies Day's is yet to come

Hydro Power and Wind Power Companies shares are likely to underperform and discourage investors for short to medium term. They will become hot sectors after few years when the prices of traditional sources of energy such as crude oil, natural gas, coal etc skyrocket due to increasing demand and declining supply and production. Also the ROE Return on Energy would decline i.e. more than one dollar would be required to produce 1 dollar worth of crude...

MTNL- More Pain than Party

State owned Mtnl operated fixed line mobile service in delhi and Mumbai.This state owned company is facing the brunt of typical characteristic of wage hikes in govt companies irrespective of performance of employees and profitability.It incurred a net loss of Rs 894.95 crore for the third quarter ended December 31, 2009.The company’s total income decreased to Rs 919.44 crore for the quarter under review from Rs 1124.82 crore during dec 2008 to dec...
Posted on Friday, June 04, 2010 | Categories: ,