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Thursday, January 17, 2008

My observation on IDBI

IDBI made very bold announcement by intention to expand the branches across the globe. Its insurance valuation is catching momentum. Its recovery of bad assets is on course.
All well, what is technical suggest….
When we started we IDBI at Rs 60 to 70 levels it was trading in 10 to 15 crs F & O volume. Slowly the volume have dwindled to as low as 1 cr shares and yet the stock is holding very close to its all time high. This signifies that IDBI counter has become dry and can burst any moment and this time it will out of reach all and none.
From reliable sources we understand that investors close political parties are accumulating IDBI and IFCI which clearly suggest and unexpected news flow in these 2 counters. Presumably Govt may announce a banking license in FICI whereas IDBI could be la SBI story and a rights issue is not discarded.
Another pattern which we have seen is that IDBI has made higher bottoms in every vallan and jumped to new high in every vallan. In Dec it had made bottom of 148 whereas in JAN it has made bottom of 159 which clearly indicate that the accumulation process is either completed and/or about to be completed.

Based on our observation we maintain a clear BUY in IDBI with a six month target of Rs 400 and 12 months of Rs 700.

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