03 August 2011

Trading Strategy:: Inventure Growth and Securities ::IPO to list tomorrow (August 4)

Please Share:: Bookmark and Share India Equity Research Reports, IPO and Stock News
Visit http://indiaer.blogspot.com/ for complete details �� ��

Inventure Growth and Securities ::IPO to list tomorrow (August 4)

IPO was priced at Rs.100 to Rs.117
Price fixed at Rs 117
Likely to list in 120-125 range

Risky stock
BE CAREFUL.. sell if you get profit

likely to have operator movemnet and WILD BIG swings

BSE, Bulk deals, 03/8/2011

Please Share:: Bookmark and Share India Equity Research Reports, IPO and Stock News
Visit http://indiaer.blogspot.com/ for complete details �� ��


Deal DateScrip CodeCompanyClient NameDeal Type *QuantityPrice **
3/8/2011590006Amrutanjan Health-$CROSSEAS CAPITAL SERVICES PRIVATE LIMITEDB48444926.29
3/8/2011590006Amrutanjan Health-$A K G SECURITIES AND CONSULTANCY LTDB55881926.13
3/8/2011590006Amrutanjan Health-$CHANDARANA INTERMEDIARIES BROKERS PRIVATE LIMITEDB32041922.79
3/8/2011590006Amrutanjan Health-$A K G SECURITIES AND CONSULTANCY LTDS55881926.38
3/8/2011590006Amrutanjan Health-$CROSSEAS CAPITAL SERVICES PRIVATE LIMITEDS48444926.38
3/8/2011590006Amrutanjan Health-$CHANDARANA INTERMEDIARIES BROKERS PRIVATE LIMITEDS32041923.81
3/8/2011524606Beryl DrugsDEEPAK RAMJIDAS AZADB3150333.79
3/8/2011511664BGIL FilmsENAAM SECURITIESB500005.37
3/8/2011511664BGIL FilmsKAILASH CHANDRAB722005.53
3/8/2011511664BGIL FilmsKAILASH CHANDRAS500005.37
3/8/2011511664BGIL FilmsENAAM SECURITIESS500005.57
3/8/2011533499BGLOBALGKN SECURITIESB9788021.76
3/8/2011533499BGLOBALGKN SECURITIESS9788021.88
3/8/2011533321Bil Energy SysRAGHAV ENTERPRISESB10000035.30
3/8/2011533321Bil Energy SysRADIANCE EXIM PVT LTDS7144335.28
3/8/2011533321Bil Energy SysASHADEEP MULTI TRADE PRIVATE LIMITEDS6110035.30
3/8/2011533469Birla Pacific MedspaV P PATELB81556320.00
3/8/2011522295Control Print-$SHAILESH HARISH CHANDAKB4525035.50
3/8/2011522295Control Print-$HARISH BHAGIRATH CHANDAKS4525035.50
3/8/2011530755Coral NewsENAAM SECURITIESB392005.59
3/8/2011530755Coral NewsKAILASH CHANDRAS393005.59
3/8/2011500097DALMIASUGSTELLAR INVESTMENTSB169600018.00
3/8/2011500097DALMIASUGDHARTI INVESTMENT AND HOLDINGS LIMITEDS169600018.00
3/8/2011531055GFLFINAJANTA FIBERS PRIVATE LIMITEDB2505087.00
3/8/2011501455Greaves CottonSBI MF-MGLF 94 SCHMO21B276068490.90
3/8/2011501455Greaves CottonSBI MF- SCHEME144S326068490.90
3/8/2011532671Henkel IndiaLRSD GLOBAL HOLDINGS PRIVATE LIMITEDB59808240.60
3/8/2011507438IFB AgroCROSSEAS CAPITAL SERVICES PRIVATE LIMITEDB82006139.10
3/8/2011507438IFB AgroCROSSEAS CAPITAL SERVICES PRIVATE LIMITEDS82006139.36
3/8/2011530165Kanchan IntlDHARMENDRA HARILAL BHOJAKB3238077.96
3/8/2011530165Kanchan IntlKANCHAN KITCHENAID PVT LTDS2000077.45
3/8/2011505190Kinetic MotorAJINKYA HOLDINGS PRIVATE LIMITEDB19400018.05
3/8/2011505190Kinetic MotorKINETIC ENGINEERING LTDS19400018.05
3/8/2011523550Krypton IndsGARNET INTERNATIONAL LIMITEDS9800015.00
3/8/2011533343LOVABLEA K G SECURITIES AND CONSULTANCY LTDB88973407.94
3/8/2011533343LOVABLEA K G SECURITIES AND CONSULTANCY LTDS88973408.03
3/8/2011531597Midland PolyBRIJMOHAN CHANDULALB5020025.20
3/8/2011531597Midland PolyRAMA SHANKAR LAKHOTIAS8500025.20
3/8/2011505343Monotype IndiaGAURAV AGARWALB1400045.58
3/8/2011505343Monotype IndiaEVERLINK DEALER PRIVATE LIMITEDS1000044.55
3/8/2011513403PM TelelinnksBHAVINI VIJAYKUMAR SHAHB10115738.43
3/8/2011513403PM TelelinnksJAGDISH RAMANLAL PATELS6600038.48
3/8/2011523523Rainbow Papers-$CHINTAN PARESH BHAGATB150000060.50
3/8/2011523523Rainbow Papers-$PARESH NAVNITLAL BHAGATS150000060.50
3/8/2011511652Ram KaashyapMINU CHALIAB5000010.51
3/8/2011511652Ram KaashyapINVENTURE GROWTH & SECURITIES LTD.S4582810.51
3/8/2011530923RCL FOODSDIGISH RAMESH PANDITB2344865.73
3/8/2011511585Regency TrustKAJARIA CERAMICS LIMITEDS5000081.30
3/8/2011531952Riba TextilesAMIT KUMARB6500019.40
3/8/2011531952Riba TextilesPRADEEP KUMAR TRIPATHIS4745619.40
3/8/2011523658Rishiroop RubRISHIROOP POLYMERS PRIVATE LIMITEDB24060415.70
3/8/2011523658Rishiroop RubRISHIROOP HOLDING PVT LTDB10000016.61
3/8/2011523658Rishiroop RubUSHA HITESH SANGHVIS7500015.70
3/8/2011523658Rishiroop RubSAYATIBEN BHANWARLAL SANGHVIS7500015.70
3/8/2011523658Rishiroop RubBHANWARLAL MISHRIMAL SANGHVIS14000015.79
3/8/2011533470Rushil DecorCROSSEAS CAPITAL SERVICES PRIVATE LIMITEDB257330141.18
3/8/2011533470Rushil DecorARUNBHAI RAITHATHA DEEPAKB94000141.95
3/8/2011533470Rushil DecorA K G SECURITIES AND CONSULTANCY LTDB75687143.07
3/8/2011533470Rushil DecorFRONTIER TRADERS PRIVATE LIMITEDB275893144.23
3/8/2011533470Rushil DecorA K G SECURITIES AND CONSULTANCY LTDS75687143.14
3/8/2011533470Rushil DecorCROSSEAS CAPITAL SERVICES PRIVATE LIMITEDS257330141.70
3/8/2011533470Rushil DecorAMBER ENCLAVE PRIVATE LIMITEDS267493141.86
3/8/2011533470Rushil DecorFRONTIER TRADERS PRIVATE LIMITEDS275893144.83
3/8/2011531901SAARC NetICCM OVERSEAS LIMITEDB3254000.87
3/8/2011531901SAARC NetSAWALRAM LEASING AND FINANCING LTDB4000000.90
3/8/2011531901SAARC NetUPASNA DISTRIBUTORS PVT LTDB3600400.77
3/8/2011531901SAARC NetGOVIND SHARDAS7010050.89
3/8/2011531886SCOPE INDVENKATA APPA RAO TONDAPUB4000018.05
3/8/2011511754Shalibhadra FinCHANDRAVADAN RAVISHANKER TRIVEDIB2900050.96
3/8/2011517534SV ElectricalsSHENTRACON TREXIM PRIVATE LIMITEDS28200029.29
3/8/2011590091TRINETHRA INBHARATHI SOMALAS2204625.53
3/8/2011531574VAS InfraJAYESH BIPINCHANDRA SHAHB6458685.43
3/8/2011514378Yarn SyndicateAVS EQUISERVE LIMITEDB274904.00
3/8/2011514378Yarn SyndicateARVINDKUMAR SANCHETIB275004.07
3/8/2011514378Yarn SyndicateAVS EQUISERVE LIMITEDS274904.07
3/8/2011514378Yarn SyndicateGOLDLINE TRACOM PRIVATE LIMITEDS275004.00
2/8/2011508494Warren Tea-$EMERGING INDIA FOCUS FUNDSS89812444.95
* B - Buy, S - Sell
** = Weighted Average Trade Price / Trade Price

CLSA- HINDUSTAN UNILEVER Lower A&P to the rescue Valuations remain expensive. Maintain U-PF.

Please Share:: Bookmark and Share India Equity Research Reports, IPO and Stock News
Visit http://indiaer.blogspot.com/ for complete details �� ��


- HINDUSTAN UNILEVER
Lower A&P to the rescue
Valuations remain expensive. Maintain U-PF.


Hindustan Unilever’s 1QFY12 results highlight the delayed impact of higher
commodity prices, which were completely absorbed by lower A&P spending
(down 17% YoY or 4+ppts thanks to the high base). While the YoY impact
of A&P will continue shrinking, the potential reduction in RM costs will be a
couple of quarters away. HUL will have to balance price hikes with volume
growth and market share: a tough job in an environment of slowing
growth. At 28x 12-month forward PE, the stock is fully valued for a 15%-
earnings-Cagr business.
Results better than expected in 1QFY12.  Hindustan Unilever’s (HUVR
IB - Rs322.7 - U-PF) 1QFY12 pre-exceptional earnings grew 12% YoY to
Rs5.8bn - 5% higher than our expectations - driven by lower A&P.
Reported profits were Rs6.3bn higher due to profits on the sale of
properties. A turnaround in the ‘water’ business also contributed to the
earnings beat: the company is moving away from the direct-to-home
model in favour of a retail distribution approach.
Raw material costs: low base for next 2Qs
RM costs as a % of sales
44
46
48
50
52
54
56
58
1QFY10
2QFY10
3QFY10
4QFY10
1QFY11
2QFY11
3QFY11
4QFY11
1QFY12
(%)
Source: Company, CLSA Asia-Pacific Markets
Revenue growth robust. HUL’s volume growth slowed from 13% in FY11
to 8.3% in 1QFY12, as we had expected. Its increase in realisation
improved substantially from -2% in FY11 to 6.5% in 1Q - 1ppt higher than
our estimates. The volume slowdown is also partly due to the withdrawal
of promotional schemes. Volume growth in personal care continues to be
double digit, implying that soaps and detergents have slowed considerably
to low single digits.
RM cost pressures further intensify. As is usually the case, higher raw
material costs shows up in the P&L with about a two quarter lag: they
reached an all-time high of 56% in 1Q (as a % of net sales - up 5ppts YoY).
This was largely offset by a higher-than-expected reduction in
advertisement and promotional expenditure, which was down by more
than 4ppts YoY or 16% YoY. The reduction was due to lower promotional
activities (partially reflected in lower volumes) and lower adspend in
commodity-driven segments such as soaps and detergents.
Stock is fully valued; potential  slowdown may drive-up costs.  The
company has earned large cost savings from lower A&P, and management
has guided for full-year A&P to be 12-13% of sales as against 11.5% in 1Q,
implying some pickup in the coming quarters. At the same time,
potentially lower commodity prices will not feed through until 3QFY12 at
the earliest. The next couple of quarters, therefore, will be tough unless
product price hikes are implemented. At 28x 12-month forward PE, the
stock is fully valued for a 15%-earnings-Cagr business. We maintain our
Underperform rating and our Rs320 target.

Monthly Presentation - August, 2011 - Anand Rathi

Please Share:: Bookmark and Share India Equity Research Reports, IPO and Stock News
Visit http://indiaer.blogspot.com/ for complete details �� ��


Equities Uncertainty still prevails
Nifty has support around 5300 levels and if it fails to hold this level for  3-4 days on a continuous closing basis then downtrend will start whereas on upside Nifty has major resistance around 5740 levels if it able to close above 5740 for 3-4 days on a continuous closing basis then it would be break out on a higher side.

Positive Sector - BSE Health Care
RANBAXY(Rs.563) & GLENMARK(Rs.331) look attractive for 8-10% rally in the next 1-2months. RANBAXY 3years high is Rs.624 which can be crossed in near term and GLENMARK can make 34months high crossing Rs.390 so both these stock can be accumulated in dips.
Negative Sector - BSE IT
WIPRO(Rs.383) & INFY(Rs.2752) are weakest of theBSE IT pack, WIPRO can target Rs.360-345 in near term on downside while INFY below 2740 only weakness would come. INFY is also making a H&S so any rally would be exit opportunity till 2890 is not crossed on closing basis.However, Tech Mahindra can out perform.
Action from Government and Regulator
- FDI in multi brand retail – positive for Pantaloon, Arvind, Raymond
- Insurance bill – positive for Max India, Aditya Birla Nuvo, Bajaj Finserv
- New take over and M&A code – MNC’s will benefit like EIH, Max India, Hotel Leela ventures and IVRCL

Our Top Picks for 2-3 Months perspectives -
ACC, Akzo Nobel, Castrol India, Coromandel International, Gujarat Gas, Grasim, GSFC, IRB Infra, Jagran Prakashan, NHPC, PTC, Standard Chartered IDR

NSE, Bulk deals, 03-Aug-2011

Please Share:: Bookmark and Share India Equity Research Reports, IPO and Stock News
Visit http://indiaer.blogspot.com/ for complete details �� ��



DateSymbolSecurity NameClient NameBuy / SellQuantity TradedTrade Price /
Wght. Avg.
Price
Remarks
03-Aug-2011AANJANEYAAanjaneya Lifecare LtdDIVINE VINCOM PRIVATE LIMITEDBUY13,397398.48-
03-Aug-2011AANJANEYAAanjaneya Lifecare LtdDIVINE VINCOM PRIVATE LIMITEDSELL1,25,833397.24-
03-Aug-2011AANJANEYAAanjaneya Lifecare LtdGANGA JAMUNA FINANCIAL ADVISOR PRIVATE LIMITEDSELL2,05,000397.14-
03-Aug-2011AANJANEYAAanjaneya Lifecare LtdJAROLI VINCOM PVT LTDBUY5,00,000397.05-
03-Aug-2011AANJANEYAAanjaneya Lifecare LtdMUSKAN AGENCIES AND TRADING LTDSELL1,13,500398.34-
03-Aug-2011AANJANEYAAanjaneya Lifecare LtdSIDHANT FINANCIAL SERVICES LTD.SELL1,06,500392.43-
03-Aug-2011ABGSHIPABG Shipyard LimitedAASHIRWAD VINCOM PRIVATE LIMITEDBUY5,00,000388.88-
03-Aug-2011AMRUTANJANAmrutajan Health LtdAXIS EQUITIES PRIVATE LIMITEDBUY18,373923.03-
03-Aug-2011AMRUTANJANAmrutajan Health LtdAXIS EQUITIES PRIVATE LIMITEDSELL18,378923.07-
03-Aug-2011AMRUTANJANAmrutajan Health LtdCHANDARANA INTERMEDIARIES BROKERS P. LTDBUY31,922923.32-
03-Aug-2011AMRUTANJANAmrutajan Health LtdCHANDARANA INTERMEDIARIES BROKERS P. LTDSELL31,922922.92-
03-Aug-2011AMRUTANJANAmrutajan Health LtdCROSSEAS CAPITAL SERVICES PVT. LTD.BUY47,764925.76-
03-Aug-2011AMRUTANJANAmrutajan Health LtdCROSSEAS CAPITAL SERVICES PVT. LTD.SELL47,764926.43-
03-Aug-2011AMRUTANJANAmrutajan Health LtdHAPPY SANANBUY20,008923.32-
03-Aug-2011AMRUTANJANAmrutajan Health LtdHAPPY SANANSELL20,008926.45-
03-Aug-2011AMRUTANJANAmrutajan Health LtdMANIPUT INVESTMENTS PVT. LTD.BUY15,409927.40-
03-Aug-2011AMRUTANJANAmrutajan Health LtdMANIPUT INVESTMENTS PVT. LTD.SELL15,409927.99-
03-Aug-2011BGLOBALBharatiya Global Info LtdGKN SECURITIESBUY1,17,42421.72-
03-Aug-2011BGLOBALBharatiya Global Info LtdGKN SECURITIESSELL1,17,42421.69-
03-Aug-2011BILENERGYBil Energy Systems LtdRADIANCE EXIM PVT LTDSELL1,26,05035.30-
03-Aug-2011BILENERGYBil Energy Systems LtdRAGHAV ENTERPRISESBUY1,00,00035.30-
03-Aug-2011IFBAGROIFB Agro Industries LtdAJAYBUY43,671138.68-
03-Aug-2011IFBAGROIFB Agro Industries LtdAJAYSELL43,671138.86-
03-Aug-2011IFBAGROIFB Agro Industries LtdCROSSEAS CAPITAL SERVICES PVT. LTD.BUY82,102139.36-
03-Aug-2011IFBAGROIFB Agro Industries LtdCROSSEAS CAPITAL SERVICES PVT. LTD.SELL82,212139.26-
03-Aug-2011IFBAGROIFB Agro Industries LtdVISA CAPITAL PARTNERSBUY48,388144.17-
03-Aug-2011IVRCLINFRAIVRCL LimitedBARCLAYS CAPITAL MAURITIUS LIMITEDBUY14,05,80654.47-
03-Aug-2011RAINBOWPAPRainbow Papers LtdCHINTAN P BHAGATBUY9,27,90060.50-
03-Aug-2011RAINBOWPAPRainbow Papers LtdPARESH N BHAGATSELL17,82,10060.49-
03-Aug-2011RAINBOWPAPRainbow Papers LtdPREETI INFRASELL5,27,90060.50-
03-Aug-2011RAINBOWPAPRainbow Papers LtdPREETI PARESH BHAGATBUY25,72,10060.49-
03-Aug-2011RAINBOWPAPRainbow Papers LtdZUBER INVESTMENTS PVT LTDSELL7,90,00060.50-
03-Aug-2011RUSHILRushil Decor LimitedAMBER ENCLAVE PRIVATE LIMITEDBUY2,10,000141.18-
03-Aug-2011RUSHILRushil Decor LimitedCHANDARANA INTERMEDIARIES BROKERS P. LTDBUY76,231141.58-
03-Aug-2011RUSHILRushil Decor LimitedCHANDARANA INTERMEDIARIES BROKERS P. LTDSELL76,231141.77-
03-Aug-2011RUSHILRushil Decor LimitedCROSSEAS CAPITAL SERVICES PVT. LTD.BUY2,57,229141.64-
03-Aug-2011RUSHILRushil Decor LimitedCROSSEAS CAPITAL SERVICES PVT. LTD.SELL2,57,229141.29-
03-Aug-2011RUSHILRushil Decor LimitedDEEPAK ARUNBHAI RAITHATHABUY1,65,273142.85-
03-Aug-2011RUSHILRushil Decor LimitedDEEPAK ARUNBHAI RAITHATHASELL1,65,273145.25-
03-Aug-2011RUSHILRushil Decor LimitedGENUINE STOCK BROKERS PVT LTDBUY75,311143.50-
03-Aug-2011RUSHILRushil Decor LimitedGENUINE STOCK BROKERS PVT LTDSELL75,311143.50-
03-Aug-2011RUSHILRushil Decor LimitedMARWADI SHARES AND FINANCE LIMITEDBUY73,724142.97-
03-Aug-2011RUSHILRushil Decor LimitedMARWADI SHARES AND FINANCE LIMITEDSELL73,724143.14-
03-Aug-2011RUSHILRushil Decor LimitedQUADEYE SECURITIES PRIVATE LIMITEDBUY76,376141.29-
03-Aug-2011RUSHILRushil Decor LimitedQUADEYE SECURITIES PRIVATE LIMITEDSELL76,376141.11-
03-Aug-2011TAINWALCHMTainwala Chem & PlasticsKUMAR KUTHADI SANJAYBUY50,00035.99-
03-Aug-2011THINKSOFTThinksoft Global Ser LtdFACTS SHARE & STOCK BROKING PVT. LTD.BUY59,92846.07-
03-Aug-2011THINKSOFTThinksoft Global Ser LtdFACTS SHARE & STOCK BROKING PVT. LTD.SELL57,95145.42-
03-Aug-2011VTLVardhman Textiles LimitedRELIANCE MUTUAL FUNDSELL16,92,421200.03-
03-Aug-2011VTLVardhman Textiles LimitedSBI MUTUAL FUNDBUY16,79,376200.00-