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Sunday, July 18, 2010

Nifty may see subdued opening


The Nifty closed on a positive note on Friday on the back of a strong spike in volume in the last one hour of trade. Overall, derivatives volume declined by over 25 per cent on Friday as participants preferred to stay away from the market on account of the weekend as well as range-bound movement in markets.

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All about the ULIPs - new charges


Unit-linked insurance products or ULIPs are perhaps the most widely discussed and written about financial products in recent times, and not all for the right reasons. First, there was the battle over who would regulate them, and then came a series of regulatory changes to reform the product.

IDBI Bank


IDBI Bank

UTV Software Communications


UTV Software Communications

Union Bank of India


Union Bank of India

Sun Pharma


Sun Pharma

Hotel Leela


Hotel Leela

Tata Consultancy Services


Tata Consultancy Services

Wipro


Investors with a two-year horizon can buy the shares of Wipro, a leading software services and hardware player, given the revival in volumes (person-months billed) in its IT services business and strengthening domestic presence (IT products) in the light of large deal wins.

PNB


Investments with a one-two year time horizon can be considered in the stock of Punjab National Bank (PNB), as the bank despite its size, holds strong growth prospects. The overall pick-up in credit growth augurs well for PNB, which has been steadily improving its market share. The bank's ability to source funds at a low cost to finance lending would mean strong core earnings.

ABB


Disappointing results over several quarters and the sharp run-up in the stock of ABB after the announcement of an open offer, have resulted in the stock trading at very steep valuations, far higher than peers and not supported by current fundamentals.

HPCL


The stock of Hindustan Petroleum Corporation Limited (HPCL), the government-controlled downstream oil refining and marketing major, has run up sharply since the fuel pricing reform measures late last month.

Simplex Infrastructures


Investors with a high appetite for risk and a two-three year perspective may buy the stock of Simplex Infrastructures, a diversified construction contractor. Our previous buys on this stock were at Rs 137 in January 2009 and at Rs 415 in September 2008. A pick up in order inflow, diversified presence in terms of segments and geography and a graduation to build-operate-transfer projects bode well for the company.

Investment Newsletter - July 18 2010


Investment Newsletter - July 18 2010

Tulip Telecom


Tulip Telecom

Cairn


Cairn

South Indian Bank


South Indian Bank

Colgate


Colgate

India Real Estate - July 18 2010


India Real Estate - July 18 2010

Weekly Markets - July 19 2010


Weekly Markets - July 19 2010

Midcap Steel


Midcap Steel

Weekly Watch - July 19 2010


Weekly Watch - July 19 2010

Weekly Technical Picks - July 18 2010


Weekly Technical Picks - July 18 2010

Weekly Report - July 19 2010


Weekly Report - July 19 2010

Weekly Wrap - July 18 2010


Weekly Wrap - July 18 2010

Technical Picks - July 18 2010


Technical Picks - July 18 2010

Weekly Techno Funda Calls - July 18 2010


Weekly Techno Funda Calls - July 18 2010

Weekly Outlook - July 19 2010


Weekly Outlook - July 19 2010