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ICICI Bank a “famous but broken” stock: Jim Jubak

From Jim Jubak’s column in MSN Money (10 financials you’ll want to buy): ICICI Bank is India’s largest private-sector insurance and ...

Nov 15, 2008

SoS Update: Added Bharti, HDFC, DLF, HDIL, ICICI, Axis

So I’ve been neglecting the shorts lately. Here’s a set of additions. Bharti : Both Telecom and DTH are overcrowded spaces and with recessions the ...

Nov 14, 2008

ICICI Home Finance Offers 11.5%

From Economic Times: ICICI Home Finance has launched a special offer on fixed deposits with an interest rate at 11.15 per cent per annum, payable annually on ...

Nov 10, 2008

SBI Chief says 50% real estate correction likely

SBI’s O.P. Bhatt says: “In India we may witness up to 50% correction in pricing in the mortgage markets. If that happens, it’s good news for the ...

Nov 10, 2008

ICICI CDS at 934 bps

Credit Default Swaps on ICICI are trading at 934 bps, according to Markit. Credit default swaps are basically insurance against defaults. What the 934 means is ...

Nov 07, 2008

Short Only Strategy: Expiry and Nifty Short

I have been on a holiday so haven’t updated the SoS. Here’s the status, with positions on ICICI and a Nifty call expired. No rollovers, and now I ...

Nov 03, 2008

Strangle update: booked some puts, still hold calls

I bought a 2850/2900 November strangle on Friday, as per my last post, for Rs. 500 total. I’m in Delhi on a week’s holiday so I placed some orders ...

Oct 28, 2008

A GMR Recap

I haven’t checked a lot of stocks lately – and looking at GMR Infra’s price of Rs. 62 today shocked me. Let’s take a look at what ...

Oct 16, 2008

Citi Buys Wachovia

Well, at least the banking operations. Citigroup will absorb up to $42 billion of losses in the deal, with the FDIC covering any remaining losses, the ...

Sep 29, 2008

Funny-mentals : Tata Steel

I got a mail from Ninad today about how Tata Steels standalone figures had an EPS of Rs. 18, but the consolidated figures including Corus, were released later ...

Sep 27, 2008

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