Shyam Maniyar - Seeking Alpha 'Shyam Maniyar' Tag RSS Syndication from SeekingAlpha.com SeekingAlpha.com http://seekingalpha.com/author/shyam-maniyar Shanghai Composite Index to 6000 By 2008? http://seekingalpha.com/article/45586-shanghai-composite-index-to-6000-by-2008?source=feed 45586 While markets around the world are in turmoil, Chinese markets are holding very steady. There are many reasons for this anomaly - isolated markets, lack of futures trading and lack of short trading just to name few. These restrictions are going to remain in place at least till the markets are reformed.

My modified prediction is that the SSE composite index will reach 6000 - 18% higher than where it is trading now - by the Beijing Olympics in 2008. That would be a nice return of 18% in one year. Here is why I believe it is heading towards 6000.

]]> Fri, 24 Aug 2007 06:34:01 -0400 Shyam Maniyar Shyam Maniyar submits: The Shanghai composite index just crossed 5100 (up by another 1.5%). My earlier prediction was that this index will reach 5000 by year end. While markets around the world are in turmoil, Chinese markets are holding very steady. There are many reasons for this anomaly - isolated markets, lack of futures trading and lack of short trading just to name few. These restrictions are going to remain in place at least till the markets are reformed.

My modified prediction is that the SSE composite index will reach 6000 - 18% higher than where it is trading now - by the Beijing Olympics in 2008. That would be a nice return of 18% in one year. Here is why I believe it is heading towards 6000.


Complete Story »]]> FXI Shyam Maniyar Seven Reasons Why Amazon and eBay Should Merge http://seekingalpha.com/article/42284-seven-reasons-why-amazon-and-ebay-should-merge?source=feed 42284 Amazon's valuation has doubled in the last six months, reaching nearly $35 Billion. Jeff Bezos should use this opportunity to combine his company with another e-commerce powerhouse like eBay for the following reasons:

1. Both Bay and Amazon have excellent brand recognition and are leaders in their online commerce. Their businesses are complementary. Folks shop "hard-to-find" items at eBay whereas they go to Amazon for current and fast moving items. Both have some overlapping areas but at a macro level their business models are quite different and hence complementary to each other

2. Amazon/eBay would be a formidable combination with about $22 Billion revenues and market cap of about $80 Billion (assuming stock swap at no premium). It would become the number one destination for online shopping in many countries and would have an insurmountable lead.

]]> Wed, 25 Jul 2007 08:32:51 -0400 Shyam Maniyar Shyam Maniyar submits: Q2CY07 results from Amazon (AMZN) and eBay (EBAY) are out. eBay's results were so-so with slowing growth, whereas Amazon's results were super-hot reflecting 20% rise in its shares in after-market trading. Amazon's valuation has doubled in the last six months, reaching nearly $35 Billion. Jeff Bezos should use this opportunity to combine his company with another e-commerce powerhouse like eBay for the following reasons:

1. Both Bay and Amazon have excellent brand recognition and are leaders in their online commerce. Their businesses are complementary. Folks shop "hard-to-find" items at eBay whereas they go to Amazon for current and fast moving items. Both have some overlapping areas but at a macro level their business models are quite different and hence complementary to each other

2. Amazon/eBay would be a formidable combination with about $22 Billion revenues and market cap of about $80 Billion (assuming stock swap at no premium). It would become the number one destination for online shopping in many countries and would have an insurmountable lead.


Complete Story »]]> AMZN EBAY Shyam Maniyar 7 Reasons Why Blackstone Is a Buy Here http://seekingalpha.com/article/41899-7-reasons-why-blackstone-is-a-buy-here?source=feed 41899 previous article about why an investment in ICICI (IBN) is better than investment in Blackstone (BX), after about 4 weeks of these $ 4 Billion IPOs, the markets are exactly conveying the same message.

ICICI stock is up about 10% from its offering price whereas Blackstone is down by about 12 % from its offering price (and about 30% down from its first day's closing price). Now that Blackstone's stock has come down so much, here are 7 reasons why it's a good time to take position in this blue chip private equity stock:

]]> Mon, 23 Jul 2007 05:50:08 -0400 Shyam Maniyar Shyam Maniyar submits: As I mentioned in my previous article about why an investment in ICICI (IBN) is better than investment in Blackstone (BX), after about 4 weeks of these $ 4 Billion IPOs, the markets are exactly conveying the same message.

ICICI stock is up about 10% from its offering price whereas Blackstone is down by about 12 % from its offering price (and about 30% down from its first day's closing price). Now that Blackstone's stock has come down so much, here are 7 reasons why it's a good time to take position in this blue chip private equity stock:


Complete Story »]]> BX Shyam Maniyar Seven Reasons Why ICICI Bank is a Better Investment Than Blackstone http://seekingalpha.com/article/39418-seven-reasons-why-icici-bank-is-a-better-investment-than-blackstone?source=feed 39418 Since then its stock has come down by 8% and is now trading at $32.44. This week, ICICI Bank's (IBN) secondary issue is coming. Even if this did not get as much hype as Blackstone's IPO, this is one of the biggest issues in the world, collecting about $5 billion. Here are seven reasons why investing in ICICI Bank is better than investing in Blackstone.

1. ICICI Bank is managing assets of $79 billion, compared to Blackstone managing assets of about $88 billion. The major difference in these two asset bases is that ICICI has much larger customer base in the Indian middle class, whereas Blackstone is managing money for large institutions and rich people.

]]> Tue, 26 Jun 2007 09:00:19 -0400 Shyam Maniyar Shyam Maniyar submits: On June 22, Blackstone Group's (BX) much anticipated IPO opened to a 13% gain. Since then its stock has come down by 8% and is now trading at $32.44. This week, ICICI Bank's (IBN) secondary issue is coming. Even if this did not get as much hype as Blackstone's IPO, this is one of the biggest issues in the world, collecting about $5 billion. Here are seven reasons why investing in ICICI Bank is better than investing in Blackstone.

1. ICICI Bank is managing assets of $79 billion, compared to Blackstone managing assets of about $88 billion. The major difference in these two asset bases is that ICICI has much larger customer base in the Indian middle class, whereas Blackstone is managing money for large institutions and rich people.


Complete Story »]]> BX IBN Shyam Maniyar Six Reasons Why Yahoo Should Buy Joost http://seekingalpha.com/article/39271-six-reasons-why-yahoo-should-buy-joost?source=feed 39271

Google (GOOG) has already won the overall search war by grabbing 56% market share, compared to Yahoo's 21%. Google has also made an smart move by buying YouTube, as video has clearly exploded in the last 12-18 months. But YouTube is still the wild-wild west of videos, so Yahoo has a great opportunity to legitimizing internet video by buying the emerging online video company Joost.

]]> Mon, 25 Jun 2007 05:10:38 -0400 Shyam Maniyar Shyam Maniyar submits: In light of last week's events, when Jerry Yang replaced Terry Semel as Yahoo's (YHOO) CEO, the company needs to go for some big bets if it wants to stay as relevant in the future as it is now.

Google (GOOG) has already won the overall search war by grabbing 56% market share, compared to Yahoo's 21%. Google has also made an smart move by buying YouTube, as video has clearly exploded in the last 12-18 months. But YouTube is still the wild-wild west of videos, so Yahoo has a great opportunity to legitimizing internet video by buying the emerging online video company Joost.


Complete Story »]]> YHOO Shyam Maniyar