tag:blogger.com,1999:blog-8629364998048667702.post2678842290937985857..comments2024-03-28T12:54:10.042+05:30Comments on Equity, Economics And Energy: Quantitative Easing: FED Keeps the policy rates unchangedGurpreet singhhttp://www.blogger.com/profile/10779546706508152515noreply@blogger.comBlogger7125tag:blogger.com,1999:blog-8629364998048667702.post-47351830014827840382015-09-19T23:46:09.950+05:302015-09-19T23:46:09.950+05:30Thanks for your reply.Thanks for your reply.Anonymoushttps://www.blogger.com/profile/06868609301027505021noreply@blogger.comtag:blogger.com,1999:blog-8629364998048667702.post-5066665176986034872015-09-19T22:16:13.496+05:302015-09-19T22:16:13.496+05:30Dear Sir,
Forces and variables of real estate sec...Dear Sir,<br /><br />Forces and variables of real estate sector are under quantum shift. it requires a revisit to the sector again. Sector is under pressure but justified. I wanted to buy a property in 2012 but i am waiting on the sidelines since then as i expected high prices to settle down. It may happen now.<br /><br />But fall in prices of flats is very different from land prices. I have always advised people to put more value on the land not on flats. So forces will change gear here with better reputed branded players with strong balance sheet with low debt and high cash are in a position to buy out the stressed properties of over leveraged players at low prices. land prices may also see a correction and it may also benefit these players as they can lap up land at low prices.<br /><br />and so these player can still earn huge money even at low prices because of low Raw material costs (Land mainly). Oberoi realty , Godrej properties, Sobha developer, Sunteck reality are some of better players. I am having Oberoi and sunteck and looking to invest in Godrej. I am a huge fan of Vikas Oberoi, the owner of Oberoi realty, he has terrific understanding of realty market and was one of only few who did not bought lands at high prices around 2007 like DLF and Unitech. He was holding cash of around 2000 cr at that time which he used later to buy land at low prices.<br /><br />I have learnt so much from him about waiting for value to emerge before buying something so expensive.<br /><br />But i am still to study these again as i bought these long time back.<br /><br />About solar, you can pick Tata Power as contra pick. it is also in Defence business apart from thermal power. It is having its own solar manufacturing faciltiy....can be a surprise gainer in the future because there will be only about 3-4 major players in power sector. Smaller inefficient opportunist will vanish. NTPC and Tata will be biggest.<br /><br />RegardsGurpreet singhhttps://www.blogger.com/profile/10779546706508152515noreply@blogger.comtag:blogger.com,1999:blog-8629364998048667702.post-88948834099223697702015-09-19T21:44:35.587+05:302015-09-19T21:44:35.587+05:30Dear Gurpreet, what do you think of real estate st...Dear Gurpreet, what do you think of real estate stocks and any pick from solar industry.Anonymoushttps://www.blogger.com/profile/06868609301027505021noreply@blogger.comtag:blogger.com,1999:blog-8629364998048667702.post-77279341675070425602015-09-19T14:55:15.274+05:302015-09-19T14:55:15.274+05:30Dear Sir, I am having it from 46-47. posted a sma...Dear Sir, I am having it from 46-47. posted a small study at this blog but could not post the full study. it is one of the best NBFC in india having the reputation of strong image in M&A space. Great high quality management. worthy of investments.Gurpreet singhhttps://www.blogger.com/profile/10779546706508152515noreply@blogger.comtag:blogger.com,1999:blog-8629364998048667702.post-85223656120339224192015-09-19T14:34:54.660+05:302015-09-19T14:34:54.660+05:30Hello sir.....ur views abt JM financial plz......i...Hello sir.....ur views abt JM financial plz......if u r tracking it.. ThanksAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-8629364998048667702.post-83175389070668943522015-09-19T00:16:24.717+05:302015-09-19T00:16:24.717+05:30You are welcome DearYou are welcome DearGurpreet singhhttps://www.blogger.com/profile/10779546706508152515noreply@blogger.comtag:blogger.com,1999:blog-8629364998048667702.post-85152846520186373582015-09-19T00:13:45.227+05:302015-09-19T00:13:45.227+05:30Thanks for sharing nice articleThanks for sharing nice articlesaihttps://www.blogger.com/profile/04311709944996037603noreply@blogger.com