Thursday, April 30, 2009

Core Sectors train back on track

Core Sectors such as cement, electricity, coal industries are leading the infrastructure sector in the month of March the growth of industry increases from 1.3 percent to 2.9 percent.

In this economic turn moil real state and infrastructure are worstly hitted sector even prices of real state and property had fallen upto 50 percent and even high profile industries had suffered badly from this recession for eg ArcelorMittal world’s largest steel maker had suffered a loss of 1.1 billion dollars impacted by the decline in demand of Steel.

Now market analyst are viewing that market is becoming strong and coming with beautiful colors and making heaven for the customers and people. This is a good sign for future investment of brokers on core sectors

Still steel industry are facing loses but in near future they will definately grow and their train will also come back on track very soon

Hope For the best

VAS is adding value to Telecom Sector

VAS is Value Added Services these are the services that are provided by the telecom operators to its customers for their benefits, entertainment (such as games, ringtones, songs), cricket info, sports info, astrology, TV serials, and many others services
These value added services are benefiting heavily to these telecom operators

These Value Added Services are earning nearly 10% percent of telecom operators revenue for eg RCOM earns more than 550 crores this year from VAS services,idea earns 8% of its revenue this is the reason they are promoting VAS services and using innovative ideas to bring new services in the market that benefits them in earning high revenue.

For eg what strategies they are using to make money first they are providing numbers to the telecallers of companies for the of their product promotion and make money from them and charge customers for restricting these calls.

No investment and heavy profit business.
I am giving you example which shows that operators are now emphasizing mainly on their VAS services

VODAFONE in their advertisement there are cartoons performing different acts and in acts they are promoting their value added services rather than their network and the real services for which they are in the field .So from this you can expect how much telecom operators are earning from VAS services

Recently TRAI has announced some rules and regulations against these telecom operators to contain them exploiting their customers

Will SWAYN Call BEAR

When the smile is coming on the faces of the people after seeing the economies and stocks are improving globally than at this time SWAYN come from where none knows and started fetching smile from faces.

Just two days before stocks were increasing at good rates and after the alert of SWAYN sensex’s have reported a great decrease in companies share’s value and also it starts broking believe’s of people and shares value which were showing good positive results.

This time sensex were increasing with great solidity and people were investing their money after doing analysis and with great carefulness not like before that’s why every market analyst were saying its BULL not BEAR in aggression phase

But SWAYN alert would call BEAR again globally.
Sectors that will benefit and Loose after SWAYN alert are

Benefits
Medical Industry
Manufactures of Medical tools
Hospitals
Certification Sector

Loosers
Aviation and Transport
Food and Beverages
Food Chains Restaurants

Lets call BULL and beat this SWAYN in this fight

Monday, April 27, 2009

New Strategy to Revive Auto Industry

Auto industry is one of the worstly hit industry in this global economic turnmoil.Globally auto makers are bearing heavy losses from last three quarters and these looses make them think alternatives to remain exist in the market such as cost cutting ,entering into small segment cars and many others. .

For example Honda City manufacturer was able to make profit of 80-90 thousand on each Honda City now it slices down to 2700.

Big automakers are now using new strategy to cut prices on their vehicles manufacturing that they will buy auto parts for their small cars from the local manufacturers and after using them vehicles will be exported to other countries
By this firms will be able to keep prices competitive and will make profit which help in growing the auto industry.

European Car Major VW invested 3800 crore to establish their own manufacturing firm in India and they will source 70 -80% of their auto parts from local manufactures by this they will be able to keep overall cost low and the prices will remain modest.

Skoda is launching Fabia and betting big on local manufacturers for small car to keep cost low

Ford India who is launching their small car in 2010 and expect localization level of nearly 85 percent

As these Big names are now depending on the local manufactures definitely this strategy will bring some revive or energy in Auto industry from local manufacturers to Big names of this world

Tuesday, April 21, 2009

Cricket Will begin Reverse Outsourcing

With the Introduction of ICL and IPL in Indian cricket in 20-20 format begin the reverse outsourcing .As today we all know our GDP increases because of outsourcing and foreign investment in INDIA.Companies wants to invest in INDIA and give the services to their customers.It increases employment and level of living in INDIA

Will it beneficial for India to outsource players of other countries in future

Benefits

Reputation will increase in the World
Entertainment to crazy cricket lovers of India
Will give platform to new players.
Will increase revenue for the government
Will show the path for others to invest outside the country.

Losses

Money will go outside the country in heavy amount
Not using the Talent inside the country calling from outside.
Many people are changing their profession
Taken as a money making game rather than Heart game
Hurting the emotions of the people for money

So In my view we should do whatever we want to do but in end it should benefit country

Oracle to buy Sun

Today April 20, 2009 will be remembered as a golden day in history of IT-- Sun Microsystems (NASDAQ: JAVA) and Oracle Corporation (NASDAQ: ORCL) announced today they have entered into a definitive agreement under which Oracle will acquire Sun common stock for $9.50 per share in cash. The transaction is valued at approximately $7.4 billion, or $5.6 billion net of Sun's cash and debt.

What a day today is

Two big giants of IT World become one and soon these companies will takeover the whole IT market and become emperor of IT world.

Benefits to Oracle

Sun will contribute over $ 1.5 billion in first year and over $2 billion in second year .
Oracle can do innovation in Java according to its database handling.
Oracle can add new features and facilities in Solaris

Oracle can emperor in IT world from database to operating system.

Benefits to Sun

Sun can develop and integrate the oracle database in its softwares according to the situation or demand.
Innovation can come because they are having everything in their hand to develop software;
Better utilisation of Brains will be there .

Benefits to End User

They do not have to spend on both software and database.
Helpful for configuration management people
Quickness and easiness will be there in Softwares.

In my this deal will definately benefit in future.