How did Indian Share Market reacted during Kargil War and how it recovered after

How dis Indian Share Market reacted during Kargil War and how it recovered after that

• Indian Army Surgical strike  on Pakistan  has sent the Share market in panic today
• I want to share with you how the Share market reacted during the Kargil War and how it quickly recovered.
• Below is the chart( Kargil was was fought between (May 1999 to July 1999)

• As you can see above it didnt have much reaction. So today's reaction is jsut some one pressing the panic button.
• India's growth stories continues to be good and we will keep growing.
• So investors do not worry much. 
• Small cap and Midcap will be the worst hit when these kind of crash happens, but they will recover.
• After the War ended the Indian share market rallied 30 %

Prem Watsa - An Indian who Become Warren buffet of Canada - Latest Porfolio in India

Prem Watsa - An Indian who become Warren buffet of Canada - Latest Porfolio in India 2016

• Prem Watsa is a Canadian businessman who is the founder, chairman, and chief executive of Fairfax Financial Holdings, based in Toronto. He has been called the "Canadian Warren Buffett."

• Prem was born in Hyderabad. An IITS Madras Graduate went to Richard Ivy School to get his MBA.

• In 1985, Watsa took over Markel Financial and renamed it Fairfax Financial Holdings.Watsa helped grow the company, where it reached annual revenues of $8 billion a year in 2012.

• Watsa came in light in Indian media when he accuired Blackberry the Canadian company for $4.7 billion.

• He has done good Investment in India. His recent pick is ADI Finechem.

Indian Stocks in Portfolio:

• Quess Corp
• ICICI-Lombard
• Thomas Cook
• Sterling Holidays
• India Infoline

Key Points on What Yuan devaluation means to Indian Share Market

Key Points on What Yuan devaluation means to Indian Share Market

• China is Worlds largest Manufacturing export country.
• With 2 % Devaluation of the currency, the export from China will become Cheaper.
• So countries like India which is also trying to become Manufacturing Country now has to compete with China as the Product manufactured in China will be Cheaper then India.
• So in order to handle this Indian Rupee will also depreciate close to 2 % if it want to stay competitive with China
• So our currency will devalue some where at  close to 65.5 Rs per dollar.
• We will see exporting companies losing close to at-least 2 % of there revenue because of this.
• Also this will put lot of companies in Slowdown as China itself is struggling with its exports and when will we export if China cant export :)
• So apart from all the Media buzz that we will handle it, truth it truth. We are going to have very tough 2 to 3 quarters of results.

SHEMAROO Entertainment Multibagger 3 years timeframe Long term

• SHEMAROO Entertainment is a recently listed IPO company from the entertainment space.

• Shemaroo Entertainment Ltd is an established integrated media content house in India with activities across Content Aggregation & Ownership, Value Addition to Content and Content Distribution. Shemaroo is engaged in the distribution of content for Satellite Channels, Physical Formats and Emerging Digital Technologies like the Mobile, Internet, Broadband, IPTV and DTH among others.

• SHEMAROO own the rights of about 3000 movies which includes both Hindi and regional language movies .

• Company acquires contents from the mpvie producers and monetize the same by re-selling it to different media platforms like CD,youtube etc.

• There are 2 types of movie acuriring type in this industriy,perpetual or aggregated.Perpetual Rights means  the rights to distribute content worldwide for an  unlimited  period across all media and if the rights are restricted for fixed period, platforms, or  geography then it called . Aggregation method.

• Company selling these contents to both conventional media platforms like TV Channels ,MoviE on demands,Cable TV,etc and new generation media platforms like Mobile ,Youtube..etc

• Currently the company is getting most of its revenue from Tv CHANNELS. But this is slowly changing. The companies Mobile and  internet revenue has increased by 38 % in past 6 months,

• This revenue is going to grow as 4G and new mobile users with smartphones are increasing,

• Sales of the company has increased about 20 % and Operation profit has increased by 15%.

• Also ther debt to equity ratio is less than 1 which says the company has strong financials.

With media industry booming and technology growing fast, SHERMAROO will be a huge beneficual and coul tunr in to a Multibagger in next 3 years.

South Indian Bank - Mulitbagger Trgt 50 2 yrs time frame

South Indian Bank - Mulitbagger Trgt 50 2 yrs time frame

• South Indian Bank Limited is a private sector bank headquartered at Thrissur City in Kerala, India. South Indian Bank has 750 branches spread across more than 26 states and union territories in India. It has set up 785 ATMs all over India.
• SIB's core banking operations have improved considrable and this improvement will reflect in Stock price
• SIB's consolidation phase is over and the bank is ready to embark the high growth phase. We expect SIB to expand its branch network by ~50 branches per year, with 80% of them in non-south areas.
• The bank's deposit profile is one of the the best among its peers with 23.8% of CASA mix and 19.3% NRI deposits. Driven by expanding branch network, we expect SIB to maintain its CASA mix and hence, maintain its NIMs at 3.0%.
• Aggressive recoveries and provisions have helped SIB reduce its NNPA from 3.8% to 0.4% of advances.As the bank continues to aggressively provide for the NPAs, we expect the net NPAs to remain at 0.3% of advances and provision cover to remain stable.
• We are enthused by the bank's consistent improvement in operating performance, robust asset quality, and stable margins. tHIE Stock is also having attractive valuation.

One can Buy with Trgt 50 2 yrs time frame.