Thursday, June 23, 2011

tale of pledged shares

Looks like the tale of pledged shares has played out in the Indian markets for now. Till the next time its told i.e. Markets saw a decent pullback after 2 days of nerve wrecking price erosion.
Most promoters of companies pledge their shares to financiers for meeting a variety of their needs. Nothing terrifying about it. Problem occurs when promoters are required to shell out a top up when the market value of the pledged shares falls. And if they can't, all hell breaks loose. A proper scrutiny of a company's financial health before investing helps tide over such crisis in the markets. And for people with deep pockets, these are windfall generating situations.

Stock Idea:
Mundra Port: Another stock,which has been able to maintain it price in the region of 140-150 for the past 6 months instead of going down. It is now India's 7th largest port and has handled 50m MT cargo in 2010-11. Co's target is to increase it to 80m MT in 2011-12 and 100m MT by 2012-13. This will make it the largest port in terms of cargo handling.
It has recently added another feather to its cap. It has acquired a coal terminal in Australia through an all cash deal amounting to Aus$1.829 bn.
Looks like a good growth compounder.
Disclosure : I hold the stock in my portfolio.

Happy investing

Basudev

No comments:

Post a Comment