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Monday, March 28, 2011

India Strategy, Conviction Picks


India Strategy, Conviction Picks

Lupin


Lupin

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GRAND Draw on Apr 30 2011

India Strategy - Mar 28 2011


India Strategy - Mar 28 2011

India Insurance


India Insurance

Bharti Airtel


Bharti Airtel

Sensex cracks a ton...Nifty ends near 200-DMA


After enjoying its best week of the calendar year, the Indian markets started off the new trading week with healthy gains. Last week's momentum spilled over into today's session, with the NSE Nifty breaching its 200 DMA (5691 levels). on an intraday basis. However, it was unable to sustain above the crucial technical level and ended just under it.

Banking, Auto, and Capital Goods stocks led the rally today. Select Mid-Caps were also in the groove. On the other hand, Pharma and Realty stocks were under pressure. The BSE Small-Cap stocks were rather subdued. The market breadth was actually weak, raising concern on the sustainability of the current rally.

BSE Bulk Deals to Watch - Mar 28 2011


Deal Date Scrip Code Company Client Name Deal Type * Quantity Price **
28/3/2011 530027 Aadi Inds HEMANT RAMKUMAR TIWARI B 58037 25.86
28/3/2011 520123 ABC India-$ RAJYOG SHARE AND STOK BROKERS LTD B 65000 147.88
28/3/2011 520123 ABC India-$ SEAGULL ENTERPRISE S 45000 148.00

NSE Bulk Deals to Watch - Mar 28 2011


Date,Symbol,Security Name,Client Name,Buy/Sell,Quantity Traded,Trade Price / Wght. Avg. Price,Remarks
28-MAR-2011,ACROPETAL,Acropetal Tech Ltd,AJAY,BUY,199563,69.82,-
28-MAR-2011,ACROPETAL,Acropetal Tech Ltd,BASMATI SECURITIES PVT LTD,BUY,102050,68.00,-
28-MAR-2011,ACROPETAL,Acropetal Tech Ltd,CROSSEAS CAPITAL SERVICES PVT. LTD.,BUY,598549,69.90,-

Markets up for 5th day, close at two-month high


Major headlines

RBNL enters regional TV space with Big Magic

Amtek Group stocks fall on IT raid

DQE to release three 3D films

Profit booking may emerge after four-day rally; global cues mixed


The market is likely to see a flat-to-positive start if global cues are of any indication. US markets ended firm on Friday, 25 March 2011 while most Asian markets were trading subdued today, 28 March 2011. Trading of S&P CNX Nifty futures on the Singapore stock exchange indicates a gain of 6.50 points at the opening bell. Profit booking may emerge as stocks extended gains for the fourth day in a row on Friday, 25 March 2011, with the barometer BSE Sensex gaining close to 1000 points, on recent bullish comments on India from billionaire legendary investor Warren Buffett and on hopes for economic reforms with the government tabling some key reforms bills in parliament last week.

Dull day for precious metals


Prices drop as dollar strengthens

Precious metal prices ended lower on Friday, 25 March 2011 at Comex. Prices dropped as the dollar strengthened. Ongoing violence in Libya and other parts of Mid East coupled with crisis at Japan kept the price fall under check. Both encountered selling pressure after Philadelphia Fed President Plosser stated his proposal for normalizing monetary policy.

Crude ends little lower


Strong dollar pushes prices lower

Oil prices ended modestly lower on Friday, 25 March 2011 at Nymex. Prices dropped as the dollar strengthened. Ongoing violence in Libya and other parts of Mid East coupled with crisis at Japan kept the price fall under check.

On Friday, crude oil futures for light sweet crude for April delivery closed lower by $0.15 (0.1%) at $105.6/barrel. During intra day trading, prices rose to a high of $106.69. Last week, prices closed lower by a mere 0.1%.

Markets head for a subdued start


The Indian indices are expected to open the first day of the week on a quiet note on account of mixed Asian cues.

Headlines for the day:

RIL, DE Shaw in JV for financial services

Telecom Min to serve demand notice on Bharti Group

L&T plans to sell stake in some less-than-equal JVs

Daily News Roundup - Mar 28 2011


Reliance Industries announced that it has agreed to establish a joint venture with New York-based D.E. Shaw group to build financial services business in India. (BL)

PTC India Financial Services has pegged the issue price for its recently concluded IPO at Rs28, which is the upper end of the price band of Rs26-28. (BL)

Nalco eyes mining partnership with Hindustan Copper. (BL)

Shell rejects Essar Energy bid for Nigerian oil blocks. (BL)

Neyveli Lignite will provide e-contract facility for securing new projects by the end of the year. (BL)

Suzlon to make REpower turbines at Mangalore plant. (BL)

SBI is likely raise close to US$1bn through medium-term notes in the next financial year. (BL)

Tata Steel has transferred the ownership of the assets of its Teesside plant in UK to Sahaviriya Steel Industries. (BL)

Steel Ministry asks MOIL to hike ore capacity. (BL)

SEBI is expected to clear on Monday the open offer for the US$1.22bn acquisition of Patni by iGate. (ET)

Cargill said it has signed an agreement with Marico to acquire the latter’s refined sunflower oil brand ‘Sweekar’. (BL)

Sensex zooms by over 400 points...Nifty tops 6560


The bulls had an excellent day on Friday, taking inspiration from Dhoni & Co. after they pulled off a splendid win over defending champions Australia in Ahmedabad last night. The Indian market extended its rally to a fourth straight trading session on Friday, ending the week with smart gains.

SGX Nifty Live Update- Mar 28 2011


5,675.50 +1.50

Momentum may sustain…200-DMA eyed


Nearly everything you do is of no importance, but it is important that you do it. - Mohandas Gandhi.

We are entering an important trading week after the previous week’s spirited rally. Today’s start looks to be a positive one. The main Indian stock indices registered their best weekly gains of 2011. The breakout above 5500 has brought the Nifty within striking distance of its 200 DMA (~5680-5690). We might see accentuated buying in the near term if the Nifty is able to sustain above this critical level.