Search Now

Recommendations

Tuesday, April 18, 2006

Deccan IPO


Deccan Aviation has decided not to rope in any private equity investors forthe present and plans to hit the market to raise approximately Rs 500-550crore, sometime in the second week of May.
 
 The initial public offering (IPO) for 2.45 crore shares is likely to bepriced in a band of Rs 200-250. Two of the merchant bankers associated withthe IPO, ABN Amro Rothschild and JP Morgan, may however, withdraw from it.The issue will now be lead managed by ICICI Securities, Enam and SBI Caps.The reason for this, according to a senior company executive is that JPMorgan and ABN Amro have other commitments in May. However, should the IPObe delayed for any reason and hit the market only in June or July, theseinvestment bankers may once again be part of the team.
 
 While Deccan has been toying with the idea of a preferential allotment toprivate equity investors, even before the IPO, it was apparently taking toomuch time. The company needs to bring out the public issue before May 20;otherwise it will have to file a fresh prospectus with Sebi. In fact Deccanwas to bring the IPO in February, which got delayed because of a deal thatthe company was negotiating with Airbus. While ABN Amro and JP Morgan werecomfortable with the public issue coming up in February-March, they nowhave other assignments.
 
 However, sources say, the investment bankers were also not too comfortablewith the pricing as indicated during the road shows overseas; they found itaggressive. At that time, the price being talked about was between Rs300-325 per share. The overseas investors have been a little wary of theaviation stocks because Jet Airways, which came out with its IPO inFebruary last year, is currently trading below Rs 1,100. However, theshortage of aviation stocks and the lower pricing should generate interestfrom both foreign and local investors, say merchant bankers.
 
 Deccan Aviation incurred a net loss of Rs 19.5 crore for the year-endedMarch 2005, on a net income of Rs 305.5 crore. The loss for the six monthsended September 2005, was Rs 72.5 crore, on a net income of Rs 328.86crore.
 
 The issue will result in a dilution of 25 per cent of the post-issue equityof Rs 98.18 crore and the price band of Rs 250-250 would mean a marketcapitalisation of Rs 2,000-2,500 crore. Jet, which trades at Rs 970 has amarket capitalisation of Rs 8,378 crore.

World in 2050 - PwC


Download here

Motilal Oswal Midcap Ideas


Download here

Dreamgains Reports


Please visit Dreamgains

I believe they are going private with their access to reports soon.

Infosys - Motilal Oswal - BUY


Download here

Monday, April 17, 2006

Please Share Reports


Please share any research reports that you might have.

Specifically, I am looking from these houses

Motilal Oswal
ENAM
B&K
Prabhudas Lilladhar
Equitymaster
Any PCG reports


You can forward the reports to dpstock@gmail.com

If you use gmail - you can Create a filter to set the forward automatically.

Thanks for visiting.

Voltas - B&K


Download here

GHCL - Motilal Oswal


Download here

Pfizer Stockselect - Equitymaster


Download here

ACC - Motilal Oswal


Download here

JRG Securities


AVOID > See here

Plethico Pharmaceuticals IPO


See here

10 Paisa and Midcaps.in


Newsletter dated 16/04/2006 (10paisa.com)

S.No.   Scrips          BSE Code        Reco Rate Target Rate.
1.      Shri Ramrupai   532655           15.65           20.00
2.      Indo Count Inds.        521016          22.40           28.00
3.      Amco India      530133          26.75           34.00
4.      PBM Polytex             514087          28.30           36.00
5.      Damodar Threads         521220          29.70           38.00

Newsletter dated 16/04/2006 (Midcaps.in )

S.No.   Scrips                  BSE Code        Reco Rate Target Rate.
1.      Henkel India            532671          30.75           39.00
2.      GIC Housing             511676          41.00           52.00
3.      Liberty Phosphate       530273          41.05           52.00
4.      Vallabh Steels  513397           43.00          54.00
5.      Mid-Day Multimedia            532416    74.05           93.00