BSE Bulk Deals to Watch - Apr 27 2011

Deal Date Scrip Code Company Client Name Deal Type * Quantity Price **
27/4/2011 516020 Agio Paper-$ PRATIK KANTILAL PALEJA B 32798 7.11
27/4/2011 516020 Agio Paper-$ BAFNA EARTH MOVERS LIMITED S 41000 7.11
27/4/2011 590006 Amrutanjan Health-$ EUREKA STOCK & SHARE BROKING SERVICES LTD B 19888 746.48
27/4/2011 590006 Amrutanjan Health-$ CROSSEAS CAPITAL SERVICES PRIVATE LIMITED B 108023 726.49
27/4/2011 590006 Amrutanjan Health-$ A K G STOCK BROKERS PRIVATE LIMITED B 25926 739.84
27/4/2011 590006 Amrutanjan Health-$ A K G SECURITIES AND CONSULTANCY LTD B 89632 745.83
27/4/2011 590006 Amrutanjan Health-$ DEVRATTAN TRADING SOLUTIONS PVT LTD B 20988 747.35
27/4/2011 590006 Amrutanjan Health-$ DEVRATTAN TRADING SOLUTIONS PVT LTD S 20988 747.90
27/4/2011 590006 Amrutanjan Health-$ A K G SECURITIES AND CONSULTANCY LTD S 89632 746.01
27/4/2011 590006 Amrutanjan Health-$ A K G STOCK BROKERS PRIVATE LIMITED S 25926 740.54
27/4/2011 590006 Amrutanjan Health-$ CROSSEAS CAPITAL SERVICES PRIVATE LIMITED S 108023 726.31
27/4/2011 590006 Amrutanjan Health-$ EUREKA STOCK & SHARE BROKING SERVICES LTD S 19888 746.79
27/4/2011 590114 Arunjyoti Enterprises SRINIVAS RAO PABBATHI S 53323 35.56
27/4/2011 512535 Asahi Infra INDRAVARUN TRADE IMPEX PVT LTD B 280305 10.31
27/4/2011 531733 Bafna Spinning JMP SECURITIES PVT LTD B 6433002 0.39
27/4/2011 531733 Bafna Spinning KANIKA BATRA S 2000000 0.39
27/4/2011 531733 Bafna Spinning JMP SECURITIES PVT LTD S 5220605 0.39
27/4/2011 504646 Bhagwati Auto YUGA STOCKS AND COMMODITIES PRIVATE LIMITED B 24467 42.95
27/4/2011 509499 Centron Indl ICCM OVERSEAS LIMITED S 13200 22.45
27/4/2011 526971 Dhoot Indl Fin BAFNA EARTH MOVERS LIMITED S 40000 16.01
27/4/2011 533333 FINEOTEX CH TRANS FISCAL PVT LTD B 128079 207.41
27/4/2011 533333 FINEOTEX CH KUVAM PLAST PRIVATE LIMITED S 68498 207.05
27/4/2011 530945 Gangotri Iron VARSHA KUNAL VORA B 148211 66.51
27/4/2011 530945 Gangotri Iron SANDEEP SATISH SABOO B 179069 67.32
27/4/2011 530945 Gangotri Iron NEELABEN SURESHCHANDRA SHAH B 152982 68.24
27/4/2011 530945 Gangotri Iron NEELABEN SURESHCHANDRA SHAH S 152982 68.40
27/4/2011 530701 Gomti Finlease GEETA YOGENDER KHANDELIYA B 25000 13.76
27/4/2011 530701 Gomti Finlease SURESH KUMAR AGARWAL B 19000 13.76
27/4/2011 530701 Gomti Finlease YOGENDRA KHANDELIYA B 25000 13.76
27/4/2011 530701 Gomti Finlease PRAMOD V DHANUKA HUF S 22000 13.76
27/4/2011 530701 Gomti Finlease PRAMOD VISHWANATH DHANUKA S 24000 13.76
27/4/2011 530701 Gomti Finlease JAYA PRAMOD DHANUKA S 23000 13.76
27/4/2011 502880 Hindoostan Spin TIRATH PRADYUMAN PARIKH B 153350 46.22
27/4/2011 502880 Hindoostan Spin BP FINTRADE PRIVATE LIMITED B 99038 47.08
27/4/2011 502880 Hindoostan Spin BP FINTRADE PRIVATE LIMITED S 98934 46.89
27/4/2011 502880 Hindoostan Spin TIRATH PRADYUMAN PARIKH S 138599 46.95
27/4/2011 590053 KAR Mobiles-$ RAKESHKUMAR MANGILAL RANKA (HUF) B 18785 224.04
27/4/2011 590053 KAR Mobiles-$ RAKESHKUMAR MANGILAL RANKA (HUF) S 21685 225.50
27/4/2011 533343 LOVABLE A K G SECURITIES AND CONSULTANCY LTD B 108445 335.41
27/4/2011 533343 LOVABLE A K G SECURITIES AND CONSULTANCY LTD S 108445 335.46
27/4/2011 590117 Mahaveer Infoway-$ RAJKUMAR R SHIVHARE B 64000 26.49
27/4/2011 590117 Mahaveer Infoway-$ BHAVESH A KANSARA B 36000 26.50
27/4/2011 590117 Mahaveer Infoway-$ ASHISH PANALAL SHAH B 49508 26.37
27/4/2011 590117 Mahaveer Infoway-$ VIJAY GHANSHYAMBHAI PUJARA B 37892 26.36
27/4/2011 590117 Mahaveer Infoway-$ SHANTABEN CHINUBHAI PATEL B 33200 26.50
27/4/2011 590117 Mahaveer Infoway-$ SHANTABEN CHINUBHAI PATEL S 27624 26.32
27/4/2011 590117 Mahaveer Infoway-$ VIJAY GHANSHYAMBHAI PUJARA S 37882 26.24
27/4/2011 590117 Mahaveer Infoway-$ ASHISH PANALAL SHAH S 49498 26.38
27/4/2011 590117 Mahaveer Infoway-$ TEJING DALPATBHAI PATEL S 29093 26.49
27/4/2011 533204 MANDHANA S K GLOBAL B 174000 249.66
27/4/2011 530497 Marvel Capital PIYUSH MARODIA B 25000 27.10
27/4/2011 530497 Marvel Capital ANURAG GUPTA B 25000 27.10
27/4/2011 530497 Marvel Capital GANESH ANANT GHADGE S 51000 27.12
27/4/2011 532641 Nandan Exim CHIRIPAL INDUSTRIES LIMITED B 2764039 2.56
27/4/2011 532641 Nandan Exim JAYPRAKASH DEVKINANDAN S 2650000 2.56
27/4/2011 530557 NCL Research CHANDRAKANT BABU MOHITE B 28131 153.80
27/4/2011 530557 NCL Research BABLI SATISHKUMAR BANSAL S 23987 153.80
27/4/2011 590090 Octant Inter-$ JMP SECURITIES PVT LTD B 104101 17.46
27/4/2011 590090 Octant Inter-$ JMP SECURITIES PVT LTD S 101101 17.47
27/4/2011 590090 Octant Inter-$ ABHAY DATTATRAY JAVLEKAR S 101500 17.45
27/4/2011 590090 Octant Inter-$ INDIRA SAHU INDIRA SAHU S 200674 17.61
27/4/2011 512626 Orbit Exports SHRIRAM COMMERCIAL LTD B 54733 93.01
27/4/2011 512626 Orbit Exports PUNNI SANGHAVI S 50000 92.10
27/4/2011 505525 Parichay Invest HARSHADKUMAR JASHWANTLAL PATEL B 16000 120.00
27/4/2011 505525 Parichay Invest AMUL GAGABHAI DESAI S 7200 122.98
27/4/2011 521080 Pasari Spin MEHUL PRANLAL MEHTA B 146859 35.41
27/4/2011 521080 Pasari Spin MEHUL PRANLAL MEHTA S 146859 35.22
27/4/2011 521080 Pasari Spin HARSHA MAYURBHAI SHETH S 67000 35.55
27/4/2011 517417 Patels Airtmp KAMLABEN VITTHALBHAI PATEL S 28146 104.63
27/4/2011 512161 PM Strp COMFORT INTECH LIMITED B 50000 49.55
27/4/2011 512161 PM Strp FACT ENTERPRISE LIMITED S 50000 49.55
27/4/2011 531467 Polypro Fibrils MUKUND L PATEL HUF B 44470 12.81
27/4/2011 511557 Pro Fin Capital HARESH N KARIA B 25000 19.00
27/4/2011 511557 Pro Fin Capital PROFIN LEASE & INVESTMENTS PVT LTD S 25000 19.00
27/4/2011 511585 Regency Trust ISL CONSULTING LTD. B 50000 99.70
27/4/2011 511585 Regency Trust ENRICH CONSULTING PRIVATE LIMITED B 50000 99.69
27/4/2011 503162 Reliance Chem-$ RAMKRIPA SECURITIES PVT LTD S 31400 118.84
27/4/2011 512359 Rotam Comm SARIJ DEVI MUNOT B 10000 22.86
27/4/2011 512359 Rotam Comm NAVEEN GUPTA S 16839 22.78
27/4/2011 524552 SHASUNPHAR OM KEDAR INVESTMENTS B 494054 77.27
27/4/2011 524552 SHASUNPHAR PRIVATBANK IHAG ZURICH AG S 300000 77.83
27/4/2011 533301 Shekhawati Poly-Yarn JHAVERI TRADING AND INVESTMENT PVT LTD S 206667 41.00
27/4/2011 590030 Southern Petro ABHIJIT PERIWAL B 800000 25.60
27/4/2011 590030 Southern Petro JMP SECURITIES PVT LTD B 599254 26.01
27/4/2011 590030 Southern Petro JMP SECURITIES PVT LTD S 602254 26.10
27/4/2011 532348 Subex CROSSEAS CAPITAL SERVICES PRIVATE LIMITED B 347151 71.45
27/4/2011 532348 Subex CROSSEAS CAPITAL SERVICES PRIVATE LIMITED S 347151 71.72
27/4/2011 522267 Veejay Lakshmi-$ BULBUL AHMED S 34056 85.36
27/4/2011 530961 Vikas Globalone SPJ STOCK BROKER PVT LTD B 41514 94.59
27/4/2011 522029 Windsor Mach SHEELA VIMAL JAIN S 125000 74.03
* B - Buy, S - Sell

NSE Bulk Deals to Watch - Apr 27 2011

Date,Symbol,Security Name,Client Name,Buy/Sell,Quantity Traded,Trade Price / Wght. Avg. Price,Remarks
27-APR-2011,AMRUTANJAN,Amrutajan Health Ltd,CROSSEAS CAPITAL SERVICES PVT. LTD.,BUY,108083,725.67,-
27-APR-2011,AMRUTANJAN,Amrutajan Health Ltd,DEEPAK JAGDISHRAM GUPTA,BUY,19200,732.02,-
27-APR-2011,AMRUTANJAN,Amrutajan Health Ltd,DEVRATTAN TRADING SOLUTIONS PVT LTD,BUY,21013,741.04,-
27-APR-2011,AMRUTANJAN,Amrutajan Health Ltd,DINESH MUNJAL(HUF),BUY,34759,749.15,-
27-APR-2011,AMRUTANJAN,Amrutajan Health Ltd,DIPAN MEHTA SHARE & STOCK BROKERS PVT. LTD.,BUY,32456,736.72,-
27-APR-2011,AMRUTANJAN,Amrutajan Health Ltd,EXCEL MERCANTILE PRIVATE LIMITED,BUY,19367,738.89,-
27-APR-2011,AMRUTANJAN,Amrutajan Health Ltd,GIAN GUPTA,BUY,16000,728.40,-
27-APR-2011,AMRUTANJAN,Amrutajan Health Ltd,KAUSHIK SHAH SHARES & SECURITIES PVT LTD,BUY,15534,736.53,-
27-APR-2011,AMRUTANJAN,Amrutajan Health Ltd,KHANDWALA TRADELINK CO,BUY,25515,743.31,-
27-APR-2011,AMRUTANJAN,Amrutajan Health Ltd,MARWADI SHARES AND FINANCE LIMITED,BUY,23821,733.60,-
27-APR-2011,AMRUTANJAN,Amrutajan Health Ltd,NIRSHILP SECURITIES PVT. LTD.,BUY,17195,732.96,-
27-APR-2011,AMRUTANJAN,Amrutajan Health Ltd,PARESH VIPANI HUF,BUY,18367,734.25,-
27-APR-2011,AMRUTANJAN,Amrutajan Health Ltd,YUGA STOCKS AND COMMODITIES PRIVATE LIMITED,BUY,16407,733.02,-
27-APR-2011,GLORY,Glory Polyfilms Limited,PLANET INVESTMENTS & FINANCE PVT LTD,BUY,7102,3.86,-
27-APR-2011,HITACHIHOM,Hitachi Home and Life Sol,BAJAJ ALLIANZ LIFE INSURANCE COMPANY LIMITED,BUY,290000,226.41,-
27-APR-2011,SENTINEL,Sentinel Tea and Exp Ltd,HI-TIDE INVESTMENTS PVT. LTD.,BUY,95281,25.95,-
27-APR-2011,SHASUNPHAR,Shasun Pharma Limited,OM KEDAR INVESTMENTS,BUY,519923,76.98,-
27-APR-2011,SPIC,Southern Petro Ind Corp,JMP SECURITIES PVT LTD,BUY,933859,26.12,-
27-APR-2011,SUBEX,Subex Limited,CROSSEAS CAPITAL SERVICES PVT. LTD.,BUY,347223,71.69,-
27-APR-2011,AMRUTANJAN,Amrutajan Health Ltd,CROSSEAS CAPITAL SERVICES PVT. LTD.,SELL,108083,726.54,-
27-APR-2011,AMRUTANJAN,Amrutajan Health Ltd,DEEPAK JAGDISHRAM GUPTA,SELL,19200,732.37,-
27-APR-2011,AMRUTANJAN,Amrutajan Health Ltd,DEVRATTAN TRADING SOLUTIONS PVT LTD,SELL,21013,741.15,-
27-APR-2011,AMRUTANJAN,Amrutajan Health Ltd,DINESH MUNJAL(HUF),SELL,34759,750.20,-
27-APR-2011,AMRUTANJAN,Amrutajan Health Ltd,DIPAN MEHTA SHARE & STOCK BROKERS PVT. LTD.,SELL,32456,736.78,-
27-APR-2011,AMRUTANJAN,Amrutajan Health Ltd,EXCEL MERCANTILE PRIVATE LIMITED,SELL,19367,739.63,-
27-APR-2011,AMRUTANJAN,Amrutajan Health Ltd,GIAN GUPTA,SELL,16000,732.94,-
27-APR-2011,AMRUTANJAN,Amrutajan Health Ltd,KAUSHIK SHAH SHARES & SECURITIES PVT LTD,SELL,15534,737.05,-
27-APR-2011,AMRUTANJAN,Amrutajan Health Ltd,KHANDWALA TRADELINK CO,SELL,25515,743.32,-
27-APR-2011,AMRUTANJAN,Amrutajan Health Ltd,MARWADI SHARES AND FINANCE LIMITED,SELL,23821,734.25,-
27-APR-2011,AMRUTANJAN,Amrutajan Health Ltd,NIRSHILP SECURITIES PVT. LTD.,SELL,18010,731.25,-
27-APR-2011,AMRUTANJAN,Amrutajan Health Ltd,PARESH VIPANI HUF,SELL,18367,735.02,-
27-APR-2011,AMRUTANJAN,Amrutajan Health Ltd,YUGA STOCKS AND COMMODITIES PRIVATE LIMITED,SELL,16407,735.41,-
27-APR-2011,GLORY,Glory Polyfilms Limited,PLANET INVESTMENTS & FINANCE PVT LTD,SELL,372495,3.79,-
27-APR-2011,ORCHIDCHEM,Orchid Chemicals Ltd.,SERUM INSTITUTE OF INDIA LIMIT,SELL,500000,315.06,-
27-APR-2011,SHASUNPHAR,Shasun Pharma Limited,PRIVATBANK IHAG ZURICH AG,SELL,250000,78.31,-
27-APR-2011,SPIC,Southern Petro Ind Corp,JMP SECURITIES PVT LTD,SELL,293859,25.77,-
27-APR-2011,SUBEX,Subex Limited,CROSSEAS CAPITAL SERVICES PVT. LTD.,SELL,347223,71.50,-
27-APR-2011,SUBEX,Subex Limited,DEUTSCHE SECURITIES MAURITIUS LIMITED,SELL,573000,72.35,-
27-APR-2011,WINDSOR,Windsor Machines Limited,SHEELA V JAIN,SELL,101800,74.58,-

RIL, Wipro lead decline

The key benchmark indices edged lower in choppy trade, extending last two days' losses, as higher crude oil prices stoked macroeconomic worries. Wild intraday swings were witnessed during the last two hours or so of trade as traders rollover positions in the futures & options (F&O) segment ahead of the expiry of the near-month April 2011 derivatives contracts tomorrow, 28 April 2011. The market breadth was negative. Index heavyweight Reliance Industries (RIL) extended recent losses on reports the government is considering imposing penalty for the company falling short of targeted gas production at its D6 block.

Axis Bank

Axis Bank

Indian Bank

For 4QFY2011, Indian Bank reported net profit growth of 7.1% yoy to `439cr, below our estimates of `486cr mainly on account of higher tax provisioning (43.5% effective tax rate for 4QFY2011) than factored in by us. Further, improvement in asset quality over the last quarter was the key positive of the result. We recommend an Accumulate rating on the stock.

Stable margins with improving asset quality: Net advances for the bank grew marginally by 1.8% qoq and 21.1% yoy to `75,250cr, while deposits grew by 4.7% qoq and 19.9% yoy to `1,05,804cr. CASA ratio as of 4QFY2011 stood at 30.9%, down 116bp compared to 32.0% in 3QFY2011. Reported NIM for 4QFY2011 stood at 3.86%, 2bp higher than 3.84% in 3QFY2011. During the quarter, non-interest income grew by 9.2% qoq (down 7.3% yoy) to `272cr. The bank’s asset quality improved during the quarter, with gross and net NPAs in absolute terms declining by 1.6% qoq and 4.8% qoq, respectively. Gross and net NPA ratios of the bank improved marginally by 4bp each to 0.98% and 0.53%, respectively, with a provision coverage ratio of 84.3% including write-offs.

Outlook and valuation: The bank’s relatively higher rural and semi-urban presence has enabled it to maintain reasonable cost of funds, resulting in more resilient NIMs than other mid-size PSU banks. At the CMP, the stock is trading at 5.2x FY2013E EPS of `47.1 and 1.0x FY2013E ABV of `256.5, which is below our target multiple of 1.1x FY2013 ABV. Hence, we recommend an Accumulate rating on the stock with a target price of `269, implying a 9.0% upside from current levels.

Grey Market Premiums Stable

Company Name	Offer Price (Rs.)	Premium (Rs.)
Muthoot Finance	160 to 175	26 to 27
Paramount Print Packaging	32 to 35	3.50 to 4
Future Ventures	10 to 11	0.60 to 0.75
Innoventive Industries	117 to 120	13 to 14
Servalakshmi Paper Ltd.	27 to 29	3 to 3.50
Vaswani Ind.	45 to 48	4.50 to 5

Market may edge higher on firm Asian stocks

The market may edge higher tracking gains in Asian stocks. Trading of S&P CNX Nifty futures on the Singapore stock exchange indicates a gain of 35 points at the opening bell. Foreign institutional investors (FIIs) sold shares worth Rs 554.03 crore and domestic institutional investors (DIIs) bought shares worth Rs 161.01 crore on Tuesday, 26 April 2011.

Volatility may remain high on the bourses in the near term as traders rollover positions in the futures & options (F&O) segment ahead of the expiry of the near-month April 2011 contracts on Thursday, 28 April 2011.

Mahindra Holidays and Resorts

Mahindra Holidays and Resorts

Daily News Roundup - Apr 27 2011

Oil regulator DGH has sent a team for fact-finding mission to RIL-operated KG-D6 fields to ascertain reasons for the decline in production. (ET)

Maruti Suzuki has put in place a new strategy to reduce its dependence on Japan for auto parts. It will source parts from new geographies such as Thailand and Germany. (BS)

Sesa Goa is also exploring options to build steel plants. (ET)

JSW Steel has acquired 3.77% stake in Ispat Industries in an open offer, taking its total holding to 49.3%. (FE)

Sensex survives steep slide...Ends slightly down

The BSE Sensex closed at 19,545, down 39 points over the previous close.

The Indian market managed to escape a broad selloff to close marginally in the red on Tuesday, as investors welcomed better-than-expected results from cement majors ACC and UltraTech and European equities recovered.

Traded volume and turnover were substantially higher from the previous session, as traders started adjusting positions ahead of the F&O expiry on Thursday. However, market breadth was negative throughout the day.

Gains at start!

By persisting in your path, though you forfeit the little, you gain the great. - Ralph Waldo Emerson.

Tuesday’s smart turnaround is likely to spill over into today’s session owing to robust global cues. US stocks rallied, spurred by strong earnings from top names such as Ford, UPS and 3M. A strong consumer confidence report added fuel to the fire. European equities too gained after UPS reported encouraging inflows from wealthy clients. Asian stocks are mostly higher, led by Japan.

We expect a positive opening for Indian indices. The focus will continue to be on corporate results. Dabur, Exide, Patni, UB and Wipro are among the leading companies declaring quarterly numbers today.

Geometric Software

Geometric Software

TCS

TCS

Sesa Goa

Sesa Goa

Ambuja Cements

Ambuja Cements

Markets stage smart recovery, end marginally lower

The Indian markets erased almost all its losses and recovered in late trade to close the session marginally lower

Major headlines

ACC Q1 net profit down 13% yoy

UltraTech Cement gains 3% after posting good results

Aventis Pharma zooms on healthy Q1 results

Innoventive Industries IPO Analysis

Innoventive Industries (IIL) is a multiproduct engineering company currently engaged in the manufacturing and sale of precision steel tubes, tubular components, auto components, machined components and other steel products. It caters to diversified industries such as auto, farm equipments, general engineering and oil & gas in both domestic and export market with over 475 customers world wide. Its major customers include Bajaj Auto, BHEL, Thermax, John Deere India, Sundram Industries, Gabriel India and Alstom Projects.

IIL is among the leading manufacturers of ERW/CEW tubes in India. It is approved tube supplier for domestic OEMs (Bajaj Auto is the largest customer with 21.7% contribution to company's revenue in FY 10) and caters to auto ancillary companies in and around Pune.

Market slides for the second straight day on political worries

Firm European equities and higher US index futures helped Indian stocks trim intraday losses triggered by political worries. Volatility was high during the last one hour or so of trade as traders rolled positions in the futures & options (F&O) segment ahead of the expiry of the near-month April 2011 contracts on Thursday, 28 April 2011. The BSE 30-share Sensex was down 38.96 points or 0.2%, up close to 240 points from the day's low and off close to 80 points from the day's high. The market breadth was negative. Indian stocks fell for the second straight day today, 26 April 2011.

SGX Nifty Live Update - Apr 27 2011

5,910.00 +35.00