Posts tagged All News
Nifty call: Go long above 7,850 with stop-loss at 7,825 (14-09-2015)
Vivek Gautam Portfolio (14-09-2015)
Hi Ritul
I just wanted to reduce my leverage a bit.Hence the steps.Both Ambika & GRUH are excellent stocks to own otherwise.Your reasoning on Repco & Gruh is correct.
Gold hovers near one-month low as traders eye Fed meeting (14-09-2015)
Just Dial jumps after launching new Android App (14-09-2015)
Brigade Group ties up with Steve Waugh’s Waughglobal.com (14-09-2015)
Syngene International IPO – Views invited (14-09-2015)
@Mahesh
I haven't gone through the numbers as of now. This is a new sector for me so trying to understand the sector and other factors influencing the company. Thanks for pointing it out though.
Market remains firm (14-09-2015)
How to derive ROE using Dupont analysis (14-09-2015)
correct link
Syngene International IPO – Views invited (14-09-2015)
I was listing the possible things that can go wrong and it includes hedging risk also and in case of sharp depreciation of rupee against $ it might not go away in few quarters as hedges taken are more than double the size of current operation and must be spread over years....if you check forex losses trend over last few years then you will find over last 3 years company suffered cumulative losses of more than 100 cr. due to forex fluctuations......however, as you have rightly put, even I don't assign much importance to forex issues since its a pure business hedge but since we are here searching what factors can go wrong then it could include forex also.
Rgds.