Zyx

12 Comments

    • ON: Fri Oct 10th 10:34 AM
      Commented on:
      Preparing to Strangle ICICI Bank
      RBI went out on a limb to stress their comfort with ICICI Bank. There is no way they will let it go down. The stock continues to be beaten down by rumours and alleged "run on the bank" in the press, which seem to further stir more hysteria around the stock.
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    • ON: Wed Oct 8th 08:13 AM
      Commented on:
      Britain's 'TARP': Taxpayers Locked in to Potential Upside
      Agree with dlr. This was rushed through on the back of collapsing world market, but lacks any transparency or semblence of fairness.
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    • ON: Mon Aug 11th 09:49 AM
      Commented on:
      Should Infosys and Wipro Trade at a Premium?
      Agree. The baby is being thrown out with the bathwater.
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    • ON: Fri Aug 8th 22:59 PM
      Commented on:
      The Indian Economy and Gold Imports
      A really pessimistic tone, with the viewer missing a sense of balance somewhat. Any positives are being clearly ignored. Like CLH, I see this as a buying signal.
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    • ON: Wed Apr 2nd 10:53 AM
      Commented on:
      Is India Experiencing a Real Slowdown?
      Not sure if I agree with the Mumbai hotel occupancy figures. In end Feb., the cheapest deluxe hotel I got in the city area was USD 450 plus tax a night, and the first three hotels I checked (Taj, Oberoi, Hilton Towers) were all sold out.
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    • ON: Mon Mar 17th 11:51 AM
      Commented on:
      Why JPMorgan Should Buy Bear Stearns
      Kudos, for hitting the nail on the head.
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    • ON: Mon Mar 10th 02:42 AM
      Commented on:
      WaMu Lowers the Bar for Execs
      This is totally unacceptable, and the entire Board should take collective responsibility and be fired. Where are TCI and other activist investors??
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    • ON: Thu Mar 6th 04:59 AM
      Commented on:
      Citi Trading Below Book
      Agree with your assessment.
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    • ON: Tue Mar 4th 02:57 AM
      Commented on:
      Citigroup: Long Term Value in a Beaten Down Industry
      The fundamental assumption one is making is that the net equity is actually worth $113B, and hence the book value of $21.80. When (and not if) there are additional hits on account of subprime, deteriorating consumer credit, and not to forget the hits on account of the wonderful un-consolidated VIEs of $320B odd, the $113B starts looking extremely shaky.
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    • ON: Thu Feb 28th 02:57 AM
      Commented on:
      Seeking Alpha in Indian Real Estate
      Calling a top in real estate is always a challenge, but afforability and real estate valuations are totally out of sync in India. The real estate market will correct severely at some point of time, though the valuations that compaies like DLF, Unitech, etc. enjoy is based largely on land banks that they purportedly own (limited transparency) based on hyped valuation of these land banks
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    • ON: Wed Feb 27th 19:29 PM
      Commented on:
      Citigroup Break-Up Analysis - Part III
      While I agree with this on a long term revenue generation basis, short term issues, including continuing leveraged loan and housing problems, un-consolidated VIEs, deteriorating consumer loans, etc. will kill the bottom line in the near term (2008, and possibly 2009), perhaps forcing Citigroup to break-up and/or sell businesses like international retail and global wealth management
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    • ON: Tue Feb 26th 09:18 AM
      Commented on:
      Oppenheimer's Whitney Slashes Citigroup's 2008 Earnings Forecast
      While I agree that 2008 will be a challenging year for Citigroup, $16 price target seems to completely ignore the franchise value of Citigroup's businesses, which are expected to generate annual bottom lines of around $22 billion on an ongoing basis, even as 2008 proves to be challenging. $16 price target assumes that the market will completely ignore the sustainable earnings capacity of this financial powerhouse.
      View article »
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