MOIL, SCI, Claris, RPP:: Gray market premium price: Nov 29th, 2010

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Company Name	Offer Price	Premium
	(Rs.)	(Rs.)
RPP Infra Projects	75	Discount
Manganese Ore (MOIL)	340-375  (+ 5% retail discount)	205 to 215
Claris Life	228-235	14 to 16
Shipping Corp FPO	135- 140 (+ 5% retail discount)	2 to 4

Ranbaxy Laboratories-Aricept approved - upgrade to Outperform: Macquarie

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Ranbaxy Laboratories- 

Aricept approved - upgrade to 

Outperform

Event
 Ranbaxy received FDA approval for its ANDA for generic Aricept and is
preparing to launch shortly. This is the fourth FTF monetised despite the
ongoing FDA issues (Imitrex, Valtrex, Flomax and now Aricept) in a span of
two years, and provides credence to management’s view that RBXY will be
able to “monetise” all its FTF assets.

FII & DII trading activity on NSE and BSE as on 29-Nov-2010

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FII trading activity on NSE and BSE on Capital Market Segment

The following is combined FII trading data across NSE and BSE collated on the basis of trades executed by FIIs on 29-Nov-2010.

FII trading activity on NSE and BSE in Capital Market Segment(In Rs. Crores) Category Date Buy Value Sell Value Net Value FII 29-Nov-2010 3327.76 3171.56 156.2

 

Domestic Institutional Investors trading activity on NSE and BSE on Capital Market Segment

The following is combined Domestic Institutional Investors trading data across NSE and BSE collated on the basis of trades executed by Banks, DFIs, Insurance, MFs and New Pension System on 29-Nov-2010.

DII trading activity on NSE and BSE in Capital Market Segment(In Rs. Crores) Category Date Buy Value Sell Value Net Value DII 29-Nov-2010 1473.24 1273.91 199.33

 

FII DERIVATIVES STATISTICS FOR 29-Nov-2010

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FII DERIVATIVES STATISTICS FOR 29-Nov-2010
	BUY		SELL		OPEN INTEREST AT THE END OF THE DAY
	No. of contracts	Amt in Crores	No. of contracts	Amt in Crores	No. of contracts	Amt in Crores
INDEX FUTURES	72521	2115.21	48619	1417.64	626292	18313.81	697.58
INDEX OPTIONS	205172	5941.05	182032	5273.24	1638584	47686.51	667.81
STOCK FUTURES	70197	1835.29	49095	1309.21	1299414	33345.28	526.07
STOCK OPTIONS	10639	309.53	13050	377.77	16314	461.39	-68.25
						Total	1823.21

IRB Infrastructure (Best play on safest infra assets, BUY): IIFL

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IRB Infrastructure (Best play on safest infra assets, BUY): 


Demonstrated capability to generate peer-beating returns in BOT assets and strong execution with minimal outsourcing makes IRB the best play on India’s road expansion programme. We initiate with target price of Rs267, with two-thirds being contributed by stable cash flows from existing asset portfolio. Projects in hand would drive 32% EBITDA CAGR over FY10-13ii. Recent hiatus in award activity is actually a boon in disguise. Cash flows in the interim enhance capability to pursue larger number of projects in the next round without the need to dilute. A ~20% correction last month, driven by unwarranted concerns provides an attractive opportunity. We initiate coverage with BUY.

National Accounts- Output on a path of moderation :: Kotak Sec

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Economy
National Accounts
Output on a path of moderation Growth is likely to have moderated in 2QFY11E
from 8.8% in 1QFY11 as the economy comes off its cyclical highs. The softening in
industrial output is likely to have been balanced by better agricultural output and the
strong services sector. We expect 2QFY11E GDP growth to be at 8.2% and the profile
for the rest of the fiscal to point to an output growth of 8.4% in FY11E.

BSE, Bulk deals, 29/11/2010

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Scrip Code	Company	Client Name	Deal Type *	Quantity	Price **
524412	Aarey Drugs	ROSHANLAL GUPTA AJAY	S	49000	31.69
524412	Aarey Drugs	A K G STOCK BROKERS PRIVATE LIMITED	S	25000	31.32
530901	ACIL	JAYSHREE SHANKAR BHOSLE	B	90575	21.12
532975	Aishwarya Tele	VENKATRAMI REDDI GORLA	B	177000	20.60

NSE, Bulk deals, 29-Nov-2010

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Symbol	Security Name	Client Name	Buy / Sell	Quantity Traded	Wght. Avg.  Price
AMTEKINDIA	Amtek India Limited	NORTH EASTERN PUBLISHING AND ADVERTISING COMPANY LIMITED	BUY	8,58,075	61.66
COREPROTEC	Core Projects and Technol	CROSSEAS CAPITAL SERVICES PVT. LTD.	BUY	6,41,459	218.90
COREPROTEC	Core Projects and Technol	CROSSEAS CAPITAL SERVICES PVT. LTD.	SELL	6,31,542	218.31
GRAVITA	Gravita India Limited	CROSSEAS CAPITAL SERVICES PVT. LTD.	BUY	2,11,141	246.26

FII & DII Turnover (BSE + NSE) : 29/11/10

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FII & DII Turnover (BSE + NSE)

(Rs. crore)
	FII			DII
Trade Date	Buy	Sales	Net	Buy	Sales	Net
29/11/10	3,327.76	3,171.56	156.20	1,473.24	1,273.91	199.33
26/11/10	4,332.25	4,961.02	-628.77	2,870.67	1,911.26	959.41
25/11/10	6,385.61	7,593.73	-1,208.12	2,574.62	2,376.85	197.77
Nov , 10	73,642.62	69,013.73	4,628.89	31,245.18	28,317.42	2,927.76
Since 1/1/10   *	654,394.19	592,269.70	62,124.49	302,215.94	322,653.32	-20,437.38