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Sunny@CBN

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Everything posted by Sunny@CBN

  1. Sarle somu lanti vallani pedte nenu kuda veyyanu. But candidate based untadi kada. Vallu campaign lo CBN Peru chepte vote vestaru. Muddi gadini teskoste veyyaru. They should predominantly campaign with TDP flag.
  2. Asalu bjp vallaki Andhra lo ideology based cadre ekda undi. So I don't think Muslims will have problem voting to KKR.
  3. My expectation Narsapuram- RRR Rajahmundry/Anakapalli - puran Rajampeta -KKR All three will get votes irrespective of party even from TDP cadre.
  4. Aa seats list ento konchem veyandi. Why so much delay in announcement.
  5. Kiran Kumar Reddy is a better option for Rajampeta. TDP should contest Vizianagaram. Easy seat. Aditi Gajapatjiraju ki ivachu ga chakkaga.
  6. Freebies plus tax concessions rendu cheste country ni Ela run chestaru. Jaffa gadilaga appulu chestara.
  7. Bodiya rajyam lo inta darunama
  8. Frankly speaking not interested in this meeting or alliance. Modi na pakodi na tokka gadu. Inka PK antara....his alliance is required to make war one sided..atleast konta matter undi JS party lo.
  9. Paytm batch active ayinattu undi ga thread lo. Istam unna lekapoyina alliance ni gelipinchukovali tappadu. 1st aim is to get rid of Jaffa..
  10. Dharmavaram gonuguntla suryanarayana, jammalamadugu adinarayana Reddy kante TDP ki kuda strong candidates ekada unaru. Mostly TDP candidates are contesting from bjp
  11. Puran aunty, Kiran Kumar Reddy etc. strong candidates kuda unnaru vallaki. Don't underestimate. CBN garu won't take it lightly. Manage chestaru le.
  12. BJP daffa gallani evadu namutunadu. Alliance is just to counter jaffa's money power and for fair election. Everyone knows that and even BJP knows it. And who is contesting on BJP tickets...it is TDP candidates. Lol.
  13. Ee pappa gadiki ipdu kadu power poyaka telustadi le.
  14. BJP ki Anni seats em povu le. Mostly candidate based avutadi. And CBN and JS should campaign hard in those seats. And don't give seats to candidates like somi gadu. Mostly try to give it to people like RRR and Vishnu Kumar Raju. Last time anta BJP anti lo kuda Vishnu Kumar Raju got 10% votes. He will win pakka.
  15. Musalollaki enduku party affiliation undadu. Generally age wise voting ni believe cheyyanu. Family motham okey trend untadi. Exceptions might be there. Manavadiki jobs, hospital lo arogyasri, caste, inflation etc kuda important.
  16. Govt support unte ilanti remarkables vastayi le. Em enjoy meeru ichina figure ey tappu ekkada kuda ledu adi LIC financial statements lo. 2.28 lakh crores. Majority companies veru. market gurinchi Naku kuda telusu. 75% kante ekuva promoter share holding undakudadu as per SEBI. 25% generally free float untayi minimum. Aa 25% lo kuda they made LIC buy some shares, valla shell companies invested through Mauritius. When free float reduces share price is inflated this way. Retail investors are being trapped. Evadu teskuna gothi lo vade padatadu. Ipdu Adani dagara money ledu debt teerchataniki. Adani wilmar ni ammestadu. Ayina chalavu. Chudam em chestado.
  17. Zee news ah.. Most worst fellows ee goenka group. Vellaki oka credibility ledu padu ledu...BJP ki oodigam cheyatam tappa
  18. The question is ammagalara Leda if they think their investment is bad. And profits are not shown in financial statements until they are booked. Book value of LIC is only around 60k crore. And 60k crore is not a small investment...this can erode the whole equity and reserves. Share value artificial ga inflate chesaru by buying all the free float shares through LIC and through their own companies in Mauritius. Bro ee matram ardam kavatleda.
  19. Previous govt gurinchi enduku...Modi chesindi chepa mante. Finally em cheyaledantaru. Airport na chinnapude undi akada veer savarkar airport. Btw too slow to attract any tourists. No one is thinking of going to Andaman. If you want to compete with other countries...it should be faster Ultimately end results matter.
  20. Enduku ananu Bhai... UPA tho maku enti sambandham. Aa time lo TDP kuda opposition lone undi. And asset quality of banks is cyclical. UPA time lo there was a bull run globally. There was lot of economic growth (not limited to India). The country couldn't support such high growth. We were in a power shortage and country's infra was also poor. People thought any loan given to Power companies and infra companies is good. After few years there was excess capacity and demand normalised. Companies couldn't payback loans. Ex: even today we have excess capacity in coal power plants. We didn't add much in the last 10 years. Builders thought any housing project will be sold and assumed demand will come. Govt pressure + wrong assessment of demand ledu to the crisis. LIC profit last year: 36,000 cr Adani exposure: 63,000 cr. Shares lo profit realise avakunda Ela cheptaru. Can LIC sell off without asking bodiya at CMP. Even time correction ayina LIC will be at a loss.
  21. From Amit Gupta, fintrekk capital Adani group has been in talks with the Wilmar group to exit the FMCG business. Adani owns 43.97% stake in the company and was listed in 2022. It owns brands like Fortune Oil and packaged grocery. Since this is a non-core business for the Adanis, they are looking to exit to concentrate on the core business of Infrastructure, green energy, power and renewables. As per some media reports, ITC is one of the contenders to take a stake in the business to expand their offerings. Since the company has been making losses in the last two quarters, it is also possible that a QIP can be done to give stake in tranches to institutional investments and PE players. As per media interactions, management of Adani wilmar has asked for 3m to make a decision (Feb-24 can be considered to be a tentative timeline). Adani is likely to do the deal at 1.5-2bn$, thereby giving a decent upside from current levels.
  22. And adani won't sell such large stake at CMP. Mostly it will be at a premium and if anyone is buying more than 26% share in a company off the market, open offer will be triggered. So that is the special situation in Adani wilmar.
  23. Retail investors in India must be indebted to Hindenburg. Just one report and they were brought to their knees. Although in India under this govt, we can't prove anything against that fellow.
  24. Adani meeda anta hopes vaddu. Tomorrow in case govt changes and they use CBI and ED to raid Adani... Em cheyaledu. Because these Cos have one of the worst corporate governance How did Adani Acquire Mumbai airport from GVK? How did he acquire Krishnapatnam and Gangavaram ports? Already valuations chala ekuva unnayi. Only hope he had was QIP to sell shares to innocent retail investors and pay money to banks. But that failed. Now he has no option but to sell some good assets like AWL.
  25. Refined oil is a good space as India needs to be self sufficient and avoid dependence on Indonesia, Malaysia. And fortune, Kohinoor are good brands. FMCG companies can acquire them and push more products under these brands.
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