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Posts tagged All News
Sujana Towers zooms 16% on high volume (08-09-2015)
![](http://10.0.1.104:85/_media/iifl/img/article/2014-09/17/full/1410928578-9818.jpg)
Sujana Towers zooms 16% on high volume (08-09-2015)
![](http://10.0.1.104:85/_media/iifl/img/article/2014-09/17/full/1410928578-9818.jpg)
Dhanush’s Visaranai to premiere at Venice International Film Festival (08-09-2015)
Stocks that are in focus: Maruti Suzuki, Reliance Infra and more (08-09-2015)
![Stocks in focus](http://images.financialexpress.com/2015/03/BSE-Sensex-Re-L1.jpg)
Maruti Suzuki shares will be in focus after reports suggested that stocks is expected to attract the attention of global passive funds in the next few months following the company’s decision to raise the FPI (or, Foreign Portfolio Investor) holding limit to 40%, from 24%.. (Reuters)
The BSE Sensex and NSE Nifty opened in positive terrain on Tuesday following mixed Asian cues. At 9.29 am, Sensex was up 64.54 points at 24,958.35. Similarly, Nifty was up 6.20 points at 7,565 during the same time.
The BSE Sensex on Monday declined below 25,000-mark for the first time in the past 15 month. The index closed 308.09 points down at 24,893.81. NSE Nifty slid 96.25 points down at 7,558.80.
Below are the stocks that are likely to be in focus today
Maruti Suzuki: Shares of the auto major will be in focus after reports suggested that stock is expected to attract the attention of global passive funds in the next few months following the company’s decision to raise the FPI (or, Foreign Portfolio Investor) holding limit to 40%, from 24%.
Reliance Infra: Anil Ambani-led Reliance Defence Ltd (RDL) has signed an MoU with Abu Dhabi Ship Building to set up a strategic partnership for construction of naval ships, including frigates and destroyers to address the demands of Gulf Cooperation Council (GCC), over the next 10 years.
ITC: The stocks of the company will be in focus as it clarified to reports ‘ITC may share its dealer network for a face’, calling it speculative in nature and the company has not taken any decision in this regard.
Dr Reddy’s Lab: Dr Reddys Laboratories on Monday said after market hours that it has voluntarily recalled a few batches of Amlodipine besylate and Atorvastatin from the US market in conformance with our quality assurance norms.
Sujana Towers: The stocks of the company will be in focus after media reports suggested that CCI has approved the proposed acquisition of the company’s tower business by Agarwal Steel Structures on a slump sale basis, saying the deal is not likely to have an adverse impact on competition.
Info Edge (India): The company after market hours announced on Monday that Zomato Media, which owns and operates an online food guide portal www.zomato.com, has signed definitive agreements to raise close to Rs 390 crore, led by Singapore investment company Temasek with participation from existing shareholder Vy Capital.
JSW Energy: The company is set to acquire Bina Thermal Power from Jaiprakash Power Ventures for Rs 3500 crore. The thermal power plant has installed capacity of 500 MW and have sufficient infrastructure to ramp it up to 1500 MW with marginal investment, reports added.
China stocks slip in volatile trade despite fresh steps to calm investors (08-09-2015)
Reliance Infrastructure stock slips; signs MOU with Abu Dhabi Ship Building (08-09-2015)
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Towards a Capital Allocation Framework! (08-09-2015)
A very good thread!
I have been struggling with capital allocation over last 2 years. This thread helped a great deal to put some structure to capital allocation. And then an idea appeared to me after discussion with friends. The idea is to look at Annual Sales of companies and use that in capital allocation.
e.g. something like this:
The simple idea is once you become big - you are going to run into hurdles for next phase of growth and upside may be limited. There will always be exceptions to this. Opportunity size is one factor in above discussion that covers above topic well but still when you grow above a certain size (2000 Cr is my threshold, it may be different for you or even based on industry), you have to work extra hard to get to maintain same % of growth.
Current rule I follow is, once company crosses 2000 cr, mark, I stop adding the new positions (but continue to hold previous position).
Within these categories, I follow excellent VP model which ranks stocks based on CR and VR. i.e. these categories are after we are convinced about Business Quality, Management Quality, Valuation etc.
Views invited.
Thanks,
Rupesh
REPCO home finance – another Gruh in the making? (08-09-2015)
I have been trying to understand the plan of digitization of land records and its positive effect on property transactions and mortgage loans. It looks like many states have digitized major part of the land ownership records and people can take a printout of the ownership records from the state government websites, although the printouts do not have legal validity yet. The plan is to bring the digitization to a level where the printouts can work as a legal proof of ownership. This would bring down the inconvenience and cost of property transactions and should lead to better business for mortgage lenders like Can Fin and others.
My knowledge of the status of land ownership digitization programme and its possible impact on mortgage loans is rudimentary. Please feel free to share your views.