| Author | Message | ||
     Dada Side Hero Username: Dada Post Number: 3173 Registered: 12-2006 Posted From: 180.151.127.210 Rating: N/A |
Yes - you are right. But I do not think they have sold land anywhere. All the places where they have land and not started ops i..e Vizag, Hubli etc is or future expansion which may or may not happen. TechM in 2004 was allotted 36 acres in Hyderabad and they sold 18 of those 36 acres in 2006/07 and showed it as "other income". Obviously not selling land which was allotted due to the fact that you are an employment generator is better than selling it and showing it in other income in the balance sheet oka TT avedhana: 2004 lo Bob Samaikhyam annadu - Andhra lo evvadu vote veyyaledhu 2009 lo Bob Telangana annadu - Andhra lo evvadu vote veyyaledhu | ||
| Tilak Hero Username: Tilak Post Number: 18746 Registered: 02-2012 Posted From: 1.22.196.243 Rating: N/A |
Any gyani to dissipate knowledge on the woes of infrastructure projects in India, why are 99% companies bleeding red? A community that can break the country is no minority - Sardar Patel "By education I am an Englishman, by views an internationalist, by culture a Muslim & a Hindu only by accident of birth." - Nehru "Congress Mukt Bharat" - www.narendramodi.in | ||
| Enigmatic Junior Artist Username: Enigmatic Post Number: 119 Registered: 11-2010 Posted From: 117.195.170.161 Rating: N/A |
I also think Infy is partly a real estate company. They usually acquire disproportionate amount of land at cheaper prices from governments compared to other IT peers who either rent,buy or lease at market rates. | ||
| Dada Side Hero Username: Dada Post Number: 3172 Registered: 12-2006 Posted From: 180.151.127.210 Rating: N/A |
Infy was just an example....NTPC also follows the same policy....Despite being a PSU, being a Navaratna they try to rely as much as possible on cash reserves and give priority to loan servicing. oka TT avedhana: 2004 lo Bob Samaikhyam annadu - Andhra lo evvadu vote veyyaledhu 2009 lo Bob Telangana annadu - Andhra lo evvadu vote veyyaledhu | ||
| Tilak Hero Username: Tilak Post Number: 18744 Registered: 02-2012 Posted From: 1.22.196.243 Rating: N/A |
GMR, JSW? A community that can break the country is no minority - Sardar Patel "By education I am an Englishman, by views an internationalist, by culture a Muslim & a Hindu only by accident of birth." - Nehru "Congress Mukt Bharat" - www.narendramodi.in | ||
| Enigmatic Junior Artist Username: Enigmatic Post Number: 118 Registered: 11-2010 Posted From: 117.195.170.161 Rating: |
true but comparing infy which needs no capital except a laptop per employee to an infrastructure company or other heavy manufacturing companies would be like comparing apples and oranges. | ||
| Dada Side Hero Username: Dada Post Number: 3170 Registered: 12-2006 Posted From: 180.151.127.210 Rating: N/A |
If you take all Infra loans in India into account - it reaches a whopping 35% of the PSU bank loans... idhe Private bank aithe - we could have seen a repeat of 2008. This is where we need to be thankful to D Subba Rao for keeping the Interest rates high in the last 2 years despite a lot of pressure to reduce the Interest rates. Loans theesukoni, Credit medha business cheyyocchu - but when you look at ethical companies like Infy etc, they rely more on cash reserves rather than PSU loans (except for exigencies and large Fixed investments) oka TT avedhana: 2004 lo Bob Samaikhyam annadu - Andhra lo evvadu vote veyyaledhu 2009 lo Bob Telangana annadu - Andhra lo evvadu vote veyyaledhu | ||
| Dada Side Hero Username: Dada Post Number: 3169 Registered: 12-2006 Posted From: 180.151.127.210 Rating: N/A |
"Behind every fortune there is a crime " - These are the starting sentences in he book "The godfather". GVK is indeed a well known industrialist - but could they have got Mumbai Airport expansion if YSR was not in power? And could they have got so much of loans from PSUs if the same YSR was not in power. GVK power plant in Jagarlamudi ki Input / raw mtl tie up kooda sariga ledhu (natural gas) and the only thing it has going is the location in EG dist. But both reliance Energy and GVK power ki raw mtl linkage lekunda - thousands of Crs loans icchaayi PSU banks :-) chanipoina aayana gurinchi endhuku ani - aayana legacy carry chesthunna Jagan peru vesanu. oka TT avedhana: 2004 lo Bob Samaikhyam annadu - Andhra lo evvadu vote veyyaledhu 2009 lo Bob Telangana annadu - Andhra lo evvadu vote veyyaledhu | ||
| Saint Megastar Username: Saint Post Number: 20701 Registered: 01-2011 Posted From: 12.22.163.132 Rating: N/A |
arrey babu....Modi ante devudu..okka tappu kooda cheyyadu ane bramallo nunchi bayataki randi...Modi kooda oka manishe...party run chesukovali..fudns kavali...kontha mandi puppets gallani thayaru chesukvali... he may be better than others but he is no saint.... | ||
| Saint Megastar Username: Saint Post Number: 20700 Registered: 01-2011 Posted From: 12.22.163.132 Rating: N/A |
http://www.rediff.com/money/slide-show/slide-show-1-adanis-a ct-of-loyalty-towards-narendra-modi/20130308.htm http://www.hindustantimes.com/India-news/Ahmedabad/Modi-snub -Adani-withdraws-Wharton-event-sponsorship/Article1-1020952. aspx ki ki ki ki...adani gaarini jail lo kooda esaru anta past lo http://articles.economictimes.indiatimes.com/2002-12-12/news /27330728_1_adani-group-gautam-adani-m-s-shoes | ||
| Anand_n Hero Username: Anand_n Post Number: 14048 Registered: 02-2008 Posted From: 167.24.24.150 Rating: |
Thanks - good info 
LOL - asalu meeku DB lo janalu ela kanapadutunnaru - pani paata lekunada , numbers manufacture chesi post cheyyataniki? Information ichindi kaaka malli daaniki links ichi valla truthfulness nirupinchukovala ?  The foolish man seeks happiness in the distance; the wise grows it under his feet : James Oppenheim | ||
| Boston_baba Side Hero Username: Boston_baba Post Number: 3112 Registered: 07-2012 Posted From: 116.203.143.12 Rating: N/A |
brother.. intha large amount of loans ravali ante, clout undali anedi given.. aa clout political or financial kavochu. AFAIK, GVK is one of the first industrialists of AP. hyd TAJ hotels eeyanave.. dantlo jagan share entho nuvve cheppali. Bangalore and Mumbai airports GVK ve.. andulo jagan share entho nuvve cheppali. austalia alpha mining chestunnadu. andulo jagan share entho nuvve cheppali. GVK/GMR lanti vallu too big to be puppets of any politician. ye party power lo unte, vallaki dabbulu ichi, panulu chesukuntaru to get contracts. banks daggara loans kosam, vellu political influence vadalsina pani ledu.. valla financial clout chalu. it seems, most of his infra projects are outside AP. http://www.gvk.com/ourbusiness/gallery_upcoming.aspx http://www.youtube.com/watch?v=9nfqAhjk970 | ||
| Enigmatic Junior Artist Username: Enigmatic Post Number: 117 Registered: 11-2010 Posted From: 117.195.181.24 Rating: N/A |
assuming all of these companies are into infrastructure- how does the level of debt these companies have compare with peers in other countries? are they at an acceptable level where they can service it ? | ||
| Feelgud Comedian Username: Feelgud Post Number: 1350 Registered: 06-2009 Posted From: 122.167.100.146 Rating: |
http://www.economictimes.indiatimes.com/photo/22035601.cms | ||
| Dada Side Hero Username: Dada Post Number: 3167 Registered: 12-2006 Posted From: 125.16.128.122 Rating: N/A |
See the table.....in the article.... naakemaina saradha naa naakemi vasthaadi Adani ki intha debt undhi.... lanco ki intha debt undhi ani cheppadaaniki... monna DB lo evaro PSU bank stock gurinchi adigithe - I read this in today's paper (real newspaper) and posted.....as a precaution not to invest in PSU banks....and remembered that forbes also mentioned about the same a few days back based on a report by Credit Suisse daaniki motive vethikithe - I cannot do anything but ignore..... oka TT avedhana: 2004 lo Bob Samaikhyam annadu - Andhra lo evvadu vote veyyaledhu 2009 lo Bob Telangana annadu - Andhra lo evvadu vote veyyaledhu | ||
| Nice Side Hero Username: Nice Post Number: 3597 Registered: 05-2009 Posted From: 117.193.17.249 Rating: N/A |
Aa link lo Adani number ekkada mention chesaru. Poni aa link kadhu gani, meeru cheppina number ekkadanna google lo undemo chusi aa link ivvandi. Ledhu aa number nene create chesanu ante OKKKKKKKKKKKK | ||
| Tilak Hero Username: Tilak Post Number: 18739 Registered: 02-2012 Posted From: 1.22.196.243 Rating: N/A |
mana DB list lo .. JSW, GMR missing aa? who is "patronizing" them? any help plz? A community that can break the country is no minority - Sardar Patel "By education I am an Englishman, by views an internationalist, by culture a Muslim & a Hindu only by accident of birth." - Nehru "Congress Mukt Bharat" - www.narendramodi.in | ||
| Dada Side Hero Username: Dada Post Number: 3166 Registered: 12-2006 Posted From: 125.16.128.122 Rating: N/A |
entha jokelu vesukunna... Just one link.... http://economictimes.indiatimes.com/news/economy/finance/ind ia-inc-sitting-on-debt-bomb-why-the-health-of-large-corporat es-should-worry-us-all/articleshow/22035355.cms same is also in the Forbes mag with more companies.. Enjoy now....all the politican owned / promoted companies taking debts of Rs.20000 - Rs.80000 from PSU banks oka TT avedhana: 2004 lo Bob Samaikhyam annadu - Andhra lo evvadu vote veyyaledhu 2009 lo Bob Telangana annadu - Andhra lo evvadu vote veyyaledhu | ||
| Jacksparrow Side Hero Username: Jacksparrow Post Number: 5949 Registered: 07-2008 Posted From: 78.137.141.112 Rating: |
reasonable ga ledu... gee thread lo 10posts vese opika link ichenduku leda | ||
| Nice Side Hero Username: Nice Post Number: 3593 Registered: 05-2009 Posted From: 117.193.17.249 Rating: N/A |
Kurradu vachi nenu kuda lazy ee anduke link ivvalenu antadu  | ||
| Thikka_sankara Side Hero Username: Thikka_sankara Post Number: 6278 Registered: 02-2012 Posted From: 86.5.184.189 Rating: N/A |
I'm much more lazier... ikkada link padeyy 1) 2004 lo bob samaikya andhra stand valla odipoyaadu not because of his performance in 2nd term 2) 2004 lo samaikya anna seemandhra lo dekha ledu.... 2009 lo separate andhra anna seemandhra lo dekha ledu... sooo seemandhra lo bob school katteyochhu | ||
| Dada Side Hero Username: Dada Post Number: 3163 Registered: 12-2006 Posted From: 125.16.128.122 Rating: |
Off topic -but to answer you Adani group ki gujarat lo land at dead cheap rates icchindhi evaru - daaanni development gaa choopinchikunnadhi evaru??? Lanco and GVK ki Andhra lo infrastructure projects ki lands nunchi power buy back arrangements as per thier wish elaa vacchayi? Asalu political backing / good will lekunda Rs.81,000 Crs / Rs.65,000crs / Rs.40,000 crs etc etc loans elaa icchaaru banks.... and because these loans will be restructured and will not be paid - KEEP OFF PSU banks.... For your kind info - 1997 lo hinduja power plant ki PPA entha flawed gaa undho report okati vacchindhi - it will still be there in IIM-A library. I was one of the authors of that report which actually was thesis for a couple of us. However that does not mean I have anything against CBN or anybody... Good Bye oka TT avedhana: 2004 lo Bob Samaikhyam annadu - Andhra lo evvadu vote veyyaledhu 2009 lo Bob Telangana annadu - Andhra lo evvadu vote veyyaledhu | ||
| Boston_baba Side Hero Username: Boston_baba Post Number: 3111 Registered: 07-2012 Posted From: 116.203.143.12 Rating: N/A |
bottom line idaithe parledu... kani, source lekunda, adani modi ki link, GVK and jagan ki link pettav chudu...adithe kattam annattu... http://www.youtube.com/watch?v=9nfqAhjk970 | ||
| Dada Side Hero Username: Dada Post Number: 3162 Registered: 12-2006 Posted From: 125.16.128.122 Rating: N/A |
There are corporates like ADA, Essar whose debt is higher than the corporates I have listed here But then most of their debt is NOT from the bank loans and hence I did not list them here. oka TT avedhana: 2004 lo Bob Samaikhyam annadu - Andhra lo evvadu vote veyyaledhu 2009 lo Bob Telangana annadu - Andhra lo evvadu vote veyyaledhu | ||
| Dada Side Hero Username: Dada Post Number: 3161 Registered: 12-2006 Posted From: 125.16.128.122 Rating: |
Adani group's debt is Rs.81000 Crs... And deeniki source akkarledhu... Please google it ...or if one is lazy they can read today's ET... PSU banks shares konaddhu ani vesaanu - since I saw a couple of people inquiring about bank shares a few days back..they have huge NPAs and bulk of these are from influential corporates like Adanis, Jaypee, Lanco etc.....who have the muscle to get away with not paying the loans - they can arm twist the banks into some debt structuring to suit them... Hence the bottom line of the PSU banks will be severely hit due to these NPAs - and hence as salaried tax saving people, it is better not to invest in PSU banks - ofcourse if you want to trade, you can. REST...your political affiliation...and Lungi dance..... enjoy..... oka TT avedhana: 2004 lo Bob Samaikhyam annadu - Andhra lo evvadu vote veyyaledhu 2009 lo Bob Telangana annadu - Andhra lo evvadu vote veyyaledhu | ||
| Tilak Hero Username: Tilak Post Number: 18733 Registered: 02-2012 Posted From: 1.22.196.243 Rating: N/A |
Didnt we master identifying venom by now? LOL ..  in a glass of milk, a drop of venom is enough to be trashed! A community that can break the country is no minority - Sardar Patel "By education I am an Englishman, by views an internationalist, by culture a Muslim & a Hindu only by accident of birth." - Nehru "Congress Mukt Bharat" - www.narendramodi.in | ||
| Feelgud Comedian Username: Feelgud Post Number: 1342 Registered: 06-2009 Posted From: 122.167.230.52 Rating: N/A |
I am not sure about them .. I read about the below in mainline news KINGFISHER AIRLINES - owes almost Rs.7000 to SBI alone LANCO GROUP - owes almost Rs.40,000 Crs to different PSU banks JAYPEE - owes more than Rs.65,000 crs to different PSU banks | ||
| Thikka_sankara Side Hero Username: Thikka_sankara Post Number: 6277 Registered: 02-2012 Posted From: 86.5.184.189 Rating: |
coincidentally, that is the biggest number there 1) 2004 lo bob samaikya andhra stand valla odipoyaadu not because of his performance in 2nd term 2) 2004 lo samaikya anna seemandhra lo dekha ledu.... 2009 lo separate andhra anna seemandhra lo dekha ledu... sooo seemandhra lo bob school katteyochhu | ||
| Tilak Hero Username: Tilak Post Number: 18732 Registered: 02-2012 Posted From: 1.22.196.243 Rating: N/A |
81000 C debt of Adani's? (and NaMo "somehow" patronised them?) A community that can break the country is no minority - Sardar Patel "By education I am an Englishman, by views an internationalist, by culture a Muslim & a Hindu only by accident of birth." - Nehru "Congress Mukt Bharat" - www.narendramodi.in | ||
| Feelgud Comedian Username: Feelgud Post Number: 1341 Registered: 06-2009 Posted From: 147.178.7.20 Rating: N/A |
 deniki source , andariki telisnde gada idi | ||
| Junior Artist Username: Reddit Post Number: 316 Registered: 05-2013 Posted From: 122.175.8.39 Rating: N/A |
 | ||
| Tilak Hero Username: Tilak Post Number: 18730 Registered: 02-2012 Posted From: 1.22.196.243 Rating: N/A |
source? A community that can break the country is no minority - Sardar Patel "By education I am an Englishman, by views an internationalist, by culture a Muslim & a Hindu only by accident of birth." - Nehru "Congress Mukt Bharat" - www.narendramodi.in | ||
| Feelgud Comedian Username: Feelgud Post Number: 1340 Registered: 06-2009 Posted From: 147.178.7.20 Rating: N/A |
I like the companies like ONGC,NTPC from the business point of view .. got very scalable business and sky is the limit if they can scale it .. But I find it is very difficult to deal with majority share holder (Government) .. so most of Marketmen thinks like why to deal with this kinds of companies , if we have good opportunities in the private sector | ||
| Dada Side Hero Username: Dada Post Number: 3159 Registered: 12-2006 Posted From: 125.16.128.122 Rating: N/A |
That is because our Govts have f***** up the energy sector especially the gas pricing issue - It is just not viable at the current prices - and they should not have allowed export oka TT avedhana: 2004 lo Bob Samaikhyam annadu - Andhra lo evvadu vote veyyaledhu 2009 lo Bob Telangana annadu - Andhra lo evvadu vote veyyaledhu | ||
| Feelgud Comedian Username: Feelgud Post Number: 1339 Registered: 06-2009 Posted From: 147.178.7.20 Rating: N/A |
ok I have no answer .. i generally look for 25-30% CAGR in stocks for long term investing. These don't fall under that category .. and the main reason i avoid is GOVT use these companies for the govt benefits rather than minority share holders .. The only PSU i like Engineers India | ||
| Dada Side Hero Username: Dada Post Number: 3158 Registered: 12-2006 Posted From: 125.16.128.122 Rating: N/A |
No - ONGC, NTPC etc are good buys....at any time oka TT avedhana: 2004 lo Bob Samaikhyam annadu - Andhra lo evvadu vote veyyaledhu 2009 lo Bob Telangana annadu - Andhra lo evvadu vote veyyaledhu | ||
| Lolligadu Side Hero Username: Lolligadu Post Number: 3400 Registered: 09-2012 Posted From: 117.206.238.114 Rating: N/A |
idi ela? | ||
| Feelgud Comedian Username: Feelgud Post Number: 1338 Registered: 06-2009 Posted From: 147.178.7.20 Rating: N/A |
hmm not only psu banks .. we should stay away from investing in any Indian govt companies | ||
| Dada Side Hero Username: Dada Post Number: 3157 Registered: 12-2006 Posted From: 125.16.128.122 Rating: N/A |
Rs. 7000 Crs oka TT avedhana: 2004 lo Bob Samaikhyam annadu - Andhra lo evvadu vote veyyaledhu 2009 lo Bob Telangana annadu - Andhra lo evvadu vote veyyaledhu | ||
| Dada Side Hero Username: Dada Post Number: 3156 Registered: 12-2006 Posted From: 125.16.128.122 Rating: N/A |
And to satisfy the investors the FM will ask the PSUs to recover loans from the builders who have taken loans and ARE ALSO NOT paying back.... if this is forced, then the property rates will come down - if the builders have to pay back the loans, they will be forced to sell the properties in order to replay the loans.... SO DARK CLOUDS lo oka silver lining.....anthe... do not fall for the hype.....and purchase PSU bank stocks if you are an investor - If you are a trader - go for them....and earn money :-) oka TT avedhana: 2004 lo Bob Samaikhyam annadu - Andhra lo evvadu vote veyyaledhu 2009 lo Bob Telangana annadu - Andhra lo evvadu vote veyyaledhu | ||
| Dada Side Hero Username: Dada Post Number: 3155 Registered: 12-2006 Posted From: 125.16.128.122 Rating: N/A |
:-) The NPAs of PSU banks are increasing and most of the big tickets loans will NOT be paid back to the banks. WHY? All the corporates who have taken loans are either closely related or owned by a powerfull politician. KINGFISHER AIRLINES (owned by Vijay Mallya) - owes almost Rs.7000 to SBI alone ADANI GROUP (patronised by Narendra Modi) - owes Rs. 81,000 crs to different PSU banks LANCO GROUP (owned by Lagapati) - owes almost Rs.40,000 Crs to different PSU banks GVK (related to Jagan ) - owes more than Rs.25000 Crs to different PSU banks JAYPEE (patronised by Mulayam & Robert vadra) - owes more than Rs.65,000 crs to different PSU banks oka TT avedhana: 2004 lo Bob Samaikhyam annadu - Andhra lo evvadu vote veyyaledhu 2009 lo Bob Telangana annadu - Andhra lo evvadu vote veyyaledhu |
