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MRCA- Which Stock do I Buy?

Discussion in 'The Big Adda' started by Guynextdoor, Sep 12, 2017.

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Which Stock Should I Buy?

  1. Ambani- Modi will give contract to Rafale

    2 vote(s)
    13.3%
  2. Adani- Modi will give contract to Gripen

    0 vote(s)
    0.0%
  3. MDH Masala- Under new Def Min Lemon and Mirchi will be hung at Border

    10 vote(s)
    66.7%
  4. No difference- Modi will spread cheer to both A's equally

    3 vote(s)
    20.0%
  1. Guynextdoor

    Guynextdoor Lt. Colonel SENIOR MEMBER

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    Hello All.
    I have some money to invest in defense stock.
    Now
    Reliance has formed a JV to produce Rafale
    Adani has formed JV to produce Gripen

    One of the above will win and get $10 Billion conract, but which? Depending on winner I will get good returns but I can't make up my mind to decide which one.
    Esteemed Members- What would you guys recommend?
     
    PARIKRAMA likes this.
  2. Guynextdoor

    Guynextdoor Lt. Colonel SENIOR MEMBER

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  3. sunstersun

    sunstersun Lieutenant FULL MEMBER

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    TATA?

    not saying they'll win or not, just seems weird not to have them as an option.
     
  4. Som Thomas

    Som Thomas 2nd Lieutant FULL MEMBER

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    As a safe bet I would go with Omni role Rafael. As a follow in order is expected after initial 36 for IAF order. Expected order by navy carrier based twin engine MRCA is more inclined towards Rafael. My money is on Rafael.
     
  5. _Anonymous_

    _Anonymous_ FULL MEMBER

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    Stick to HAL when they come out with a public issue. The others won't appreciate much for a few decades at least & then too not for more than an incremental gain unless the foreign partners gain a controlling stake .

    P.S - but won't the fact that the Adanis , Ambanis or even the Tatas are in the bed with Modi matter in the least to you ? Does money have no color for you ? Or are you part of the same hypocrisy the gentlemen named above are ?
     
    Last edited: Sep 12, 2017
  6. Guynextdoor

    Guynextdoor Lt. Colonel SENIOR MEMBER

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    Nnnnopppeee......
     
  7. _Anonymous_

    _Anonymous_ FULL MEMBER

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    Spoken like a true Pentecostal.:biggthumpup:
     
  8. Guynextdoor

    Guynextdoor Lt. Colonel SENIOR MEMBER

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    It won't win. Tha IAF says the airframe allows for limited development during product lifecycle.
     
  9. Guynextdoor

    Guynextdoor Lt. Colonel SENIOR MEMBER

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    :biggthumpup: so telling, right now the specific choice that is winning is 'MDH Masala' because DM will ask lemon and chhillies to be hung on the border.
     
  10. Paliwal Warrior

    Paliwal Warrior Lt. Colonel ELITE MEMBER

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    You.need to.check the ownership structure of the jvs on adani / ambani side

    If they invest in jv thru a listed co then you can invest in them

    If not you can't invest now anhways unless the take the jv or holding co public

    This is premature

    Or a fun indirect way of asking members which will.be selected from the 2
     
  11. Luttapi

    Luttapi 2nd Lieutant FULL MEMBER

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    Defense companies are depend on government orders unless they have some things which others don't have. Better invest in some profit making PSU which is disinvesting.
     
  12. surya kiran

    surya kiran 2nd Lieutant FULL MEMBER

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    Ashok Leyland. Or if you want to take a high stakes gamble, Punj Lloyd.
     
  13. randomradio

    randomradio Mod Staff Member MODERATOR

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    I don't think their JVs are listed.
     
  14. surya kiran

    surya kiran 2nd Lieutant FULL MEMBER

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    JV listing will take time. They have to be operational and then follow SEBI guidelines. This will take at the least 5 years from start.

    Adani Enterprises is the holding company for the Adani venture, while Reliance Infra is the holding company of the holding company in the JV. The Tata company is not listed, because, the holding company is directly Tata Sons.
     
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  15. Guynextdoor

    Guynextdoor Lt. Colonel SENIOR MEMBER

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    and MDH Masala winning by a large margin!!! Everyone knows that instead of buyng Rafale new Def Min will promote vedic technology of mirchi and nimbu to protect India!!!
     

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