Tuesday, 10 February 2015

DELHI ASSEMBLY ELECTIONS 2015 - UPDATE


 Counting is on and as of now: BJP is at 9 seats, while AAP is at 50 seats, Congress is at 1 seat.
 Clearly appears that Kejriwal is forming government in Delhi with a thumping majority.

 Market has already discounted BJP defeat in Delhi no huge sell-off expected on this news.
Few stocks which should be avoided are; Reliance Infra, Tata Power and DLF as Kejriwal has issues with the power tariff in Delhi and will push to get CAG audit done which the companies are running away from and DLF's land acquisition is not something Kejriwal approves off.

Personally feel Kejriwal govt. in Delhi will be very positive for our country as I believe that this will put more pressure on Modi govt. to deliver on it's promises and do hard-core reforms since a competitor is getting ready whereas till now BJP had no competitor as CONGRESS MUKT BHARAT has been a success.

20 comments:

  1. The good point is that the majority is with AAP this mean progress because in coalition we have to adjust. As they are sure to get more than 46 seat there will stable government and stable government mean progress.

    ReplyDelete
    Replies
    1. 61 seats for aap now, time for amit shah to introspect

      Delete
  2. Hi ur view on Samkrg pistons and Srikalahausti pipes?

    ReplyDelete
  3. Dear Sir,

    Richa is bleeding daily even when the market is in uptrend i am holding 5000 shares @ an avg price of 37.8/- pls advice the future.

    Thanks

    Amudhan

    ReplyDelete
    Replies
    1. Not an issue, it will be a big wealth creator in the long-run... Will post update after results tomorrow.

      Delete
  4. any call on Dhp India?

    ReplyDelete
    Replies
    1. no call but like the stock, very undervalued.

      Delete
  5. Dear Sir, your views on V2 retail after the Q3 results . The company seems to be a very good turn around story .

    ReplyDelete
  6. Dear Sir , Can we buy Dynemic Products now or better wait for results ?

    ReplyDelete
    Replies
    1. We are buying and holding, Upto you if you want to wait for results to buy you can.

      Delete
  7. Sir your view on gitanjali gems,,,hindustan tin ,,aimco ,,sintex

    Thanks lot

    ReplyDelete
    Replies
    1. sintex,hind tin decent... aimco gitanjali no comments to offer.

      Delete
  8. Sir , what to do with Dynemic . Holding at 86 .. should i average or just hold the existing shares.. Can hold for 1-2 years.
    Thanks

    ReplyDelete
    Replies
    1. Can buy at this level, extremely cheap... great potential in the company!

      Delete
  9. Dear Sir,
    Are you also considering any cardboard boxes manufacturing companies(Not the ones making paper but the final boxes) that are listed and supply to ecommerce retailers like amazon or flipkart etc?
    Thx

    ReplyDelete
    Replies
    1. not tracking any such stock as of yet, if you come across any such exciting company; feel free to mail on theaceinvestor@gmail.com your study.

      Delete
    2. Sir, I did find one called Raj Packaging, consistent dividend giver and last year got orders from flipkart(I could not verify this fact though and calling the company did not help)

      Delete
    3. Then how do you know flipkart is their client?

      Delete