Monday, June 06, 2011

Daily Reports - June 6 2011


Daily Reports - June 6 2011

Grey Market Premiums - June 6 2011


Company Name

Offer Price

(Rs.)

Premium

(Rs.)

Vaswani Ind.

49

(Upper Price Band)

2.50 to 3.50

Timbor Home

54 to 63

6 to 6.50

VMS Industries

36 to 40

2 to 2.50

Red metal overcomes initial weakness


Mixed economic data and weak dollar take prices higher

Red metal price overcame initial weakness and ended higher going into close at Comex on Friday, 03 June 2011. Prices remained volatile due to mixed set of economic data and weak dollar.

Copper for July delivery ended higher by 5 cents (1.2%) to end at $4.13 a pound at Comex on Friday. Earlier during the day, prices dropped following a weak job report from the Labor Department. For the week, the red metal lost 1.4%. Copper ended flat for the month of May.

Daily News Roundup - June 6 2011


Bharti Airtel and Trimax Infrastructure bagged a contract of over Rs1bn from the Government of Rajasthan to establish a state wide area network. (BL)

ONGC giving up rights on Rajasthan oilfields questioned by member of the Parliamentary Committee of Petroleum and Natural Gas. (BL)

Reliance Industries targets to be debt free by fiscal end. (BL)

Southern region is to be completely integrated with Power Grid in 3 years to form one of the largest synchronous interconnections in the world. (BL)

Rural Electrification plans to raise up to US$1.75bn through a combination of FCCBs and external commercial borrowings by November this year. (ET)

Problems aplenty!


Problems are the price you pay for progress. ~Branch Rickey

The turn of events at New Delhi with police action on yoga guru Baba Ramdev and his followers has turned the attention on the ruling party. Anna Hazare has now announced a hunger strike on Wednesday in protest against the same.

What the government does to get over this ‘corruption’ issue remains to be seen. Nothing can be expected in a hurry even though sporadic incidents of protest and to some extent violence may be seen.

Sensex may see a negative opening


Today’s start on the Dalal Street is expected to be in the red zone on the back of negative global markets. Uncertainty over global economic recovery is a concern

Headlines for the day:

Maruti workers-management talks to resume today

RIL may lose bellwether status

Hindustan Sanitaryware takes 60% in Garden Polymers

Market may edge lower on weak Asian stocks


The market may extend two days' losses on weak Asian stocks. Foreign institutional investors (FIIs) bought shares worth Rs 445.26 crore and domestic funds sold shares worth Rs 355.51 crore on Friday, 3 June 2011, as per provisional figures released by the stock exchanges. The key benchmark indices extended losses for the second straight day on Friday, 3 June 2011, on data showing slowdown in growth in the services sector in May 2011.

The police broke up a mass fast against graft led by India's most famous yoga guru Baba Ramdex on Sunday, risking more political headaches for the scandal-tainted government. The campaign by Ramdev, who plans to launch a political party ahead of the 2014 general election, followed allegations of kickbacks at the Commonwealth Games and a telecoms scam that may have cost the government $39 billion. Ramdev accused the police of brutality when they broke up the hunger strike which he and thousands of supporters started in New Delhi on Saturday, 4 June 2011.

Sunday, June 05, 2011

Top Picks


Top Picks

Grey Market Premiums - Vaswani Industries, Timbor Home, VMS Industries


Company Name

Offer Price

(Rs.)

Premium

(Rs.)

Vaswani Ind.

49

(Upper Price Band)

-3 to -5

(Discount)

Timbor Home

54 to 63

4 to 4.50

VMS Industries

36 to 40

2.50 to 3

India Pharma


India
Pharma

Colgate Palmolive


Colgate Palmolive

Mahindra and Mahindra


Mahindra and Mahindra

City Union Bank


City Union Bank

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State Bank of India, Petronet LNG, Biocon, Sintex, Automobiles


State Bank of India, Petronet LNG, Biocon, Sintex, Automobiles

Coal India Ltd


Coal India Ltd

Hindalco Industries


Hindalco

India Equity Strategy


India Equity Strategy

India Banking


India Banking

Cairn India


Cairn India

BEML


BEML

Reliance Infrastructure


Reliance Infrastructure

Weekly: Sensex, Nifty ends with modest gains


A global selloff in equities coupled with jitters over the ongoing 2G scam marred a good week for the Indian markets. Below par Q4 GDP numbers, and disappointing reports on the core sector and manufacturing also weighed on Dalal Street. However, a drop in food inflation and steady inflows from the FIIs lent good support to the Indian indices. Finally, the BSE Sensex rose 0.6% to close at 18,376 and the NSE Nifty gained 0.7% to close at 5,517 for the week.

Market Wrap Up - June 5 2011


Market Wrap Up - June 5 2011

Markets end action-packed week with modest gains


Indian markets ended its two-week loosing streak by pulling the shutters down in green witnessing a roller-coaster ride throughout the week. Sensex ended at 18,376, up 110 points and Nifty at 5516, up 40 points.

Major news for the week:

Q4FY2011 GDP at 7.8% vs 8.3% in Q3FY2011

April exports up 34.42%, imports up 14.13%

Food inflation at 8.06% vs 8.55%

Economy may grow by 8.5% in FY12

Bank credit grows 22.3% in May

Sun TV Network Ltd


Sun TV Network Ltd

Food inflation softens...Fuel inflation rises


The annual rate of inflation in the food space decreased in the third week of May but stayed above the 8% mark, data released by the Government showed on Thursday. Inflation in the Fuel & Power space climbed during the week under review while that in Non-Food category declined, the data revealed.

Annual inflation in Food Articles fell to 8.06% in the week ended May 21 from 8.55% in the preceding week, the Commerce & Industry Ministry said in a statement. With this, food inflation has remained under the much-dreaded double digit mark for the tenth straight week.

RIL to become debt-free by end-FY12: Mukesh Ambani


Reliance Industries Ltd. (RIL) will become debt free at the end of the current financial year (2011-12), according to Chairman Mukesh Ambani. He made this remark while addressing the Annual General Meeting (AGM) of RIL in Mumbai. The enterprise value of RIL is at US$75bn, he added. The market capitalisation of RIL has grown at 77% CAGR over the last 33 years, Mukesh Ambani said. RIL has free cash of Rs. 42,393 crores on its balance sheet, he said.

SBI


SBI

Punj Lloyd


Punj Lloyd

Sun TV and Spicejet shares slammed as 2G scam engulfs Marans


Shares of Sun TV Network Ltd. and SpiceJet Ltd. were pummeled on Thursday amid media reports that the CBI probe into the multi-billion-dollar 2G scam could be extended to the Maran family. Apparently, a PIL was filed to direct the CBI to probe alleged irregularities committed by Textiles Minister and DMK leader Dayanidhi Maran when he was the Telecom Minister in the UPA's first term. The application was filed by advocate Prashant Bhushan for NGO 'Centre for Public Interest Litigation'. CBI said that the agency was already investigating the matter.

Weekly Newsletter - June 5 2011


The Indian market continues to witness zigzag movements without any clear bias and sense of direction. It is seeing alternating bouts of buying and selling based on certain news flow. Though FII flows have improved slightly, the influx is still not strong enough to lift the key indices substantially. At the same time, macroeconomic landscape remains challenging and the Centre is still grappling with issues of corruption, leaving policy making in a limbo.

India Strategy - June 5 2011


India Strategy - June 5 2011

Fortis Healthcare


Fortis Healthcare

India Strategy


India Strategy

Saturday, June 04, 2011

EGoM meeting on diesel prices in focus


A meeting of the ministerial panel on diesel prices, progress of the monsoon rains and data on industrial production will be on investors' radar next week. A decision on raising diesel price is likely to be taken by the Empowered Group of Minister (EGoM) headed by finance minister Pranab Mukherjee on Thursday, 9 June 2011. If the government hikes diesel prices it will lead to increase in inflationary pressures -- diesel is a key transportation fuel in India.

Market drifts lower on slowdown in services sector in May


The key benchmark indices extended losses for the second straight day as index heavyweight Reliance Industries (RIL) declined after chairman Mukesh Ambani at the company's 37th AGM (annual general meeting) said that RIL has to confront challenges arising out of higher commodity and input prices and inflationary trends. Data showing slowdown in growth in the services sector in May 2011 weighed on the sentiment. The BSE Sensex was down 117.70 points or 0.54%, off about 295 points from the day's high and up close to 30 points from the day's low.

Thursday, June 02, 2011

Sintex Industries


Sintex Industries

IT Services


IT Services

FMCG


FMCG

ABG Shipyard


ABG Shipyard

Visa Steel


Visa Steel

Market snaps two-day rally as world stocks drop


The key benchmark indices snapped two-day gains as weak global stocks sapped risk appetite. The BSE Sensex was down 114.63 points or 0.62%, up close to 105 points from the day's low and off close to 45 points from the day's high. The market breadth was weak. Reliance Anil Dhirubhai Ambani (ADA) Group stocks reversed intraday gains. Media reports after market hours suggested that the court has dismissed a plea for charging group chairman Anil Ambani in 2G scam. Metal and realty stocks also declined.

Index heavyweight Reliance Industries (RIL) edged higher. FMCG stocks also rose on rumours US-based Procter & Gamble is contemplating a 38 billion pound bid for its European rival Unilever. IT stocks declined on selling pressure. Banking pivotals were mixed.

Weak global cues drag Sensex 115 points lower


The Indian markets drifted lower snapping two-day winning streak as weak global cues weigh. The Sensex closed below 18500 level.

Major headlines

PIL filed against Dayanidhi Maran; Sun TV down 28%

Bank credit grows 22.3% in May

Economy may grow by 8.5% in FY12: Rangarajan

BSE Bulk Deals to Watch - June 2 2011


Deal Date Scrip Code Company Client Name Deal Type * Quantity Price **
2/6/2011 533412 AANJANEYA CROSSEAS CAPITAL SERVICES PRIVATE LIMITED B 97146 322.50
2/6/2011 533412 AANJANEYA CROSSEAS CAPITAL SERVICES PRIVATE LIMITED S 97146 322.45
2/6/2011 512535 Asahi Infra NEWGEN INTERNATIONAL PVT LTD B 184802 9.01

NSE Bulk Deals to Watch - June 2 2011


Date,Symbol,Security Name,Client Name,Buy/Sell,Quantity Traded,Trade Price / Wght. Avg. Price,Remarks
02-JUN-2011,AANJANEYA,Aanjaneya Lifecare Ltd,CROSSEAS CAPITAL SERVICES PVT. LTD.,BUY,96776,322.25,-
02-JUN-2011,CLUTCHAUTO,Clutch Auto Limited,AJAY,BUY,110003,65.10,-
02-JUN-2011,CLUTCHAUTO,Clutch Auto Limited,BP FINTRADE PRIVATE LIMITED,BUY,200467,67.46,-

Grey Market Premiums - June 2 2011


Company Name

Offer Price

(Rs.)

Premium

(Rs.)

Vaswani Ind.

49

(Upper Price Band)

-3 to -5

(Discount)

Timbor Home

54 to 63

4 to 4.50

VMS Industries

36 to 40

2.50 to 3

Daily Market Report - June 2 2011


Daily Market Report - June 2 2011

Weak global cues to drag markets lower at start


The start is expected to be on a weak note on account of un supportive global cues. Weekly inflation numbers will be announced today.

Headlines for the day:

LIC launches new health insurance plan

Cairn Energy may give up non-compete fee on Vedanta deal

Shipping Corp may place orders for 24 ships in FY12

Market may fall on weak Asian stocks; food inflation data eyed


The market may fall, snapping two days gains on weak Asian stocks. Trading of S&P CNX Nifty futures on the Singapore stock exchange indicates a slide of 59.50 points at the opening bell. Foreign institutional investors (FIIs) bought shares worth Rs 445.22 crore and domestic funds sold shares worth Rs 141.96 crore on Wednesday, 1 June 2011, as per provisional figures released by the stock exchanges. The BSE Sensex was up 105.53 points or 0.57% to 18,608.81 on Wednesday, its highest closing level since 2 May 2011.

Daily News Roundup - June 2 2011


Maruti May car sales up 1.9% to 104,073 units, Tata Motors May sales dips 9% to 19,401 units. (ET)

TVS Motors May sales up 18% to 181,891 units, Hero Honda May sales up 15% to 500,234 units. (ET)

Bharti Airtel signs contract with Huawei to modernise and expand its 2G and 3G networks in Africa. (ET)

Reliance Communication approaches ATC to sell its controlling stake in Reliance Infratel. (BS)

Sensex cracks a ton...Nifty ends near 5600


The key Indian equity indices closed higher for a second day in a row on Wednesday, as mixed economic reports strengthened the belief that the RBI may not take an aggressive stance on monetary policy going forward. The Indian stocks had rallied on Monday after Q4 GDP came in below estimates, stoking speculation that the central bank could turn less hawkish to avert a further drop in economic momentum.

Global sell-off…lack of conviction


You must stick to your conviction, but be ready to abandon your assumptions. - Denis Waitley.

Mounting evidence of an economic slowdown have resulted in a short supply of confidence and conviction. If the GDP data was not enough, reports now show weakness in the core sector and manufacturing. Auto sales have not been spectacular either. It remains to be seen how the RBI reacts to these data points on June 16. Before that we will have to contend with the EGoM on fuel prices on June 9, unless it gets postponed again. April IIP data will be out on June 10 and May inflation will be announced on June 14.

SGX Nifty Live Update - June 2 2011


5,535.50 -57.00

Coal India - Outperformer


Coal India - Outperformer

Fortis Healthcare


Fortis Healthcare

Strategy, Punj Lloyd, Nagarjuna Construction, ONGC, Hindalco, Zee Entertainment Enterprises, Economy


Strategy, Punj Lloyd, Nagarjuna Construction, ONGC, Hindalco, Zee Entertainment Enterprises, Economy

Wednesday, June 01, 2011

Oil India Limited


Oil India Limited

Reliance Communications Limited


Reliance Communications Limited

Unitech


Unitech

Reliance Communications Ltd


Reliance Communications Ltd

IVRCL Infra


IVRCL Infra

Reliance Capital


Reliance Capital

Infosys Technologies


Infosys Technologies

ONGC


ONGC

NHPC


NHPC

Oil India


Oil India

AIA Engineering


AIA Engineering

Reliance Communications


Reliance Communications

Coal India


Coal India

Tata Communications


Tata Communications

Jagran Prakashan Limited


Jagran Prakashan Limited

Sensex cracks a ton...Nifty ends near 5600


The key Indian equity indices closed higher for a second day in a row on Wednesday, as mixed economic reports strengthened the belief that the RBI may not take an aggressive stance on monetary policy going forward. The Indian stocks had rallied on Monday after Q4 GDP came in below estimates, stoking speculation that the central bank could turn less hawkish to avert a further drop in economic momentum.


The Indian market seemed to be in a different mood altogether today despite a muted Asian markets and indecisive trend in the European stocks. In fact, the global economic landscape doesn't look all that rosy amid deceleration in the manufacturing sector from Australia to Europe. Still, the Indian market beat the tepidness in the overseas markets to close up for the fourth time in the past five sessions.

Market ends volatile session in green for 2nd consecutive day


It was an extremely volatile session on Dalal Street today. Sensex pullled down the shutters at 18,608.81, up 105.53 points, or 0.57% from the previous close. Nifty shut shop at 5592, up 31.85 points or 0.57%.

Major headlines

Tata Motors May sales up 10%

BEML falls 6% on weak Q4 results

TVS Motor May sales rise 18%

BSE Bulk Deals to Watch - June 1 2011


Deal Date Scrip Code Company Client Name Deal Type * Quantity Price **
1/6/2011 533412 AANJANEYA CROSSEAS CAPITAL SERVICES PRIVATE LIMITED B 420881 329.36
1/6/2011 533412 AANJANEYA A K G SECURITIES AND CONSULTANCY LTD B 310335 331.23
1/6/2011 533412 AANJANEYA CHANDARANA INTERMEDIARIES BROKERS PRIVATE LIMITED B 86711 327.80
1/6/2011 533412 AANJANEYA EUREKA STOCK & SHARE BROKING SERVICES LTD B 78787 332.70

NSE Bulk Deals to Watch - June 1 2011


Date,Symbol,Security Name,Client Name,Buy/Sell,Quantity Traded,Trade Price / Wght. Avg. Price,Remarks
01-JUN-2011,AANJANEYA,Aanjaneya Lifecare Ltd,CHANDARANA INTERMEDIARIES BROKERS P. LTD,BUY,86153,328.19,-
01-JUN-2011,AANJANEYA,Aanjaneya Lifecare Ltd,CROSSEAS CAPITAL SERVICES PVT. LTD.,BUY,420879,329.20,-
01-JUN-2011,AANJANEYA,Aanjaneya Lifecare Ltd,EXCEL MERCANTILE PRIVATE LIMITED,BUY,86380,330.20,-

Listless day for Asian stocks


Chinese economic growth seen moderating further

Asian markets ended mixed with the push provided by the hopes that Germany may drop its call for Greece to restructure its debt keeping stocks supported though worries of a further moderation in Chinese economic activity kept the sentiments strained. In overnight moves, the markets rose for a fourth consecutive session as optimism about financial help ahead for Greece offset earlier pressure from a disappointing reading on consumer confidence and house prices. The Dow ended with gains of 128.21 points, or 1%, to 12,569.79.

Market scales 4-week high as FIIs step up buying


The key benchmark indices gained for the second straight day to attain their highest closing level in more than 4 weeks as data showing heavy buying by foreign funds on Tuesday, 31 May 2011, boosted sentiment. The BSE Sensex was up 105.53 points or 0.57%, up close to 95 points from the day's low and off close to 25 points from the day's high. The market breadth was strong.

Capital goods stocks gained. M&M edged higher on strong auto sales in May 2011. Tata Motors declined on reporting weak passenger car sales for May 2011. ACC gained on strong cement dispatches in the month just gone by. Index heavyweight Reliance Industries (RIL) dropped. Telecom stocks were in demand. IT pivotals, too, rose on renewed buying. Realty stocks edged lower. Power generation and distribution firms were in demand. Shares of Reliance Anil Dhirubhai Ambani (ADA) group rose across the board. Sugar stocks recovered from recent losses.

Positive start likely on supportive global cues


On this first day of new month, the Indian markets are expected to begin on a positive note owing to gains in the global markets.

Headlines for the day:

Maruti set to invest Rs18000 cr in Gujarat

JSW Energy's $418-million CIC Energy deal called off

IL&FS power arm readies plan for 1,500-mw projects

Daily News Roundup - June 1 2011


Coal India has shot down the Adani Group’s proposal to form a JV for exploiting the group’s newly acquired coal mines in Australia. (ET)

Oil India plans to spend about US$1bn to acquire oil and gas producing blocks abroad in the next couple of years. (ET)

With global copper prices expected to remain firm at $9,200 per tonne, Hindustan Copper has decided to speed up work on new mine development that aims to raise ore production by almost four times. (ET)

Sensex shrugs off GDP data...Nifty above 5550


It was an outstanding trading session for the Indian stock market on Tuesday with the NSE Nifty ending above the 5550 levels, while the BSE Sensex shut shop above the 18500 levels.

After Monday’s lackluster session, the benchmark indices posted healthy gains today amid a worldwide rally in equities, and to some extent commodities as well. The Asian markets ended sharply higher and European stocks also surged. US stock futures also pointed to a higher opening later today.

Sigh of relief!


Perhaps all pleasure is only relief - William Burroughs.

After a bad May the Indian market seems to be witnessing a relief rally. GDP data has fanned speculation that the RBI may not be too aggressive when it meets on June 16. The deceleration in investments is a cause for concern even as private demand remains healthy. Inflation could stay elevated on account of firm global commodities. An impending hike in diesel will exacerbate the problem. So, expect the RBI to jack up policy rates even further.

SGX Nifty Live Update - June 1 2011


5,565.50 +13.50