|Date||Symbol||Client Name||Buy / Sell||Quantity Traded|
|AANJANEYA||Aanjaneya Lifecare Ltd||JHELUM HOLDING PRIVATE LIMITED||SELL||72,108||506.98||-|
|JISLDVREQS||Jain DVR Equity Shares||SMALL CAP WORLD FND INC||SELL||2,46,871||35.62||-|
|JISLJALEQS||Jain Irrigation Systems L||FUNDAMENTAL INVESTORS INC||SELL||44,16,577||74.20||-|
|JISLJALEQS||Jain Irrigation Systems L||MACQUARIE BANK LIMITED||BUY||44,16,577||74.20||-|
|JKIL||J.Kumar Infraprojects Lim||AASHIRWAD VINCOM PRIVATE LIMITED||SELL||3,00,000||160.50||-|
|JKIL||J.Kumar Infraprojects Lim||M/S MENTOR CAPITAL LIMITED||BUY||3,00,000||160.50||-|
|LITL||Lanco Infratech Limited||SUNTECK WEALTHMAX CAPITAL PRIVATE LIMITED||BUY||155,68,036||13.27||-|
|LITL||Lanco Infratech Limited||SUNTECK WEALTHMAX CAPITAL PRIVATE LIMITED||SELL||160,49,644||13.28||-|
07 June 2012
|Deal Date||Scrip Code||Company||Client Name||Deal Type *||Quantity||Price **|
|7/6/2012||503675||Agarwal Hold||SARSWATI VINCOM LIMITED||B||250000||57.74|
|7/6/2012||521097||Amarjothi Spin||PREMCHANDER R .||B||607500||46.90|
|7/6/2012||521097||Amarjothi Spin||AMARJOTHI COLOUR||S||607500||46.90|
|7/6/2012||521131||Anjani Dham Inds||MALAY CORPORATE SERVICES PVT LTD||B||77080||9.94|
|7/6/2012||533270||Bedmutha Inds||CERDO SECURITIES PRIVATE LIMITED||S||120224||14.95|
|7/6/2012||531648||Croitre Inds||SHOBHA ASHOK JAIN||S||35000||108.12|
|7/6/2012||512135||Ensa Steel||VISHAL MUKESH KUMAR SHAH||B||28200||14.68|
|7/6/2012||512135||Ensa Steel||DHARMDIPSINH NARENDRASINH PARMAR||S||27000||14.68|
|7/6/2012||531820||Finalysis Cred||ESSEMM FINCAP LIMITED||S||40000||63.13|
|7/6/2012||531601||GCV SERV||JATIN NANJI CHHEDA||B||784101||0.66|
|7/6/2012||531601||GCV SERV||VIPUL BHAGWANDAS SHAH||B||900000||0.66|
|7/6/2012||531601||GCV SERV||SAURABH CHANDRAKANT NAGARSHETH||B||900000||0.66|
|7/6/2012||531601||GCV SERV||SARSWATI VINCOM LIMITED||S||2627600||0.66|
|7/6/2012||530579||Golden Sec||RAPID CREDIT & HOLDINGS PRIVATE LIMITED||B||185000||26.89|
|7/6/2012||514312||Jaihind Syn||PARESH DHIRAJLAL SHAH||B||24000||14.60|
|7/6/2012||514312||Jaihind Syn||PRARTHANA TARUNKUMAR BRAHMBHATT||B||24000||14.70|
|7/6/2012||514312||Jaihind Syn||TARUNKUMAR GURUCHARAN BRAHMBHATT||B||50000||14.56|
|7/6/2012||512129||Jayant Merc||KOMAL SAGAR||B||150000||3.07|
|7/6/2012||512129||Jayant Merc||LAXMAN KUMAR SAGAR||B||119900||3.07|
|7/6/2012||512129||Jayant Merc||LAXMIDEVI GOPIKUMAR SINGHANIA||S||300000||3.08|
|7/6/2012||526067||KCCL Plastic||SARSWATI VINCOM LIMITED||B||100419||79.95|
|7/6/2012||530273||Liberty Phos||LIBERTY URVARAK LIMITED||B||233050||84.70|
|7/6/2012||530273||Liberty Phos||ANISHA R. DHANANI||S||200000||84.70|
|7/6/2012||517534||Nivyah Infra||JIGAR PRAFUL GHOGHARI||S||125083||5.48|
|7/6/2012||523628||PODDARDEV||FALCON BROKERAGE PVT LTD PMS ACCOUNT||S||60000||91.30|
|7/6/2012||531207||Raymed Labs||SUNDEEP CREDITS PVT LTD||B||40000||27.40|
|7/6/2012||526753||Roselabs Inds||NAMDEO SHANTARAM GOLE||S||118600||14.50|
|7/6/2012||531886||SCOPE IND||SURESH KUMAR REDDY YALLA||S||67463||9.95|
|7/6/2012||511754||Shalibhadra Fin||SANJAY BABULAL PANDYA||B||60000||58.18|
|7/6/2012||511754||Shalibhadra Fin||JIGNESHKUMAR HARSHVADAN GANDHI||S||59800||58.18|
|7/6/2012||531695||SHREYCHEM||ARSENAL FINSTOCK SERVICES PRIVATE LIMITED||B||42422||60.34|
|7/6/2012||531695||SHREYCHEM||VORA BHAVIK PRAFULCHANDRA||B||52000||56.20|
|7/6/2012||531695||SHREYCHEM||ARSENAL FINSTOCK SERVICES PRIVATE LIMITED||S||43118||58.98|
|7/6/2012||531695||SHREYCHEM||VORA BHAVIK PRAFULCHANDRA||S||52000||60.86|
|7/6/2012||513515||SR Inds||DINESH CHAND GARG(HUF)||B||77000||3.98|
|7/6/2012||513515||SR Inds||AVN STOCK AND SECURITIES BROKER PRIVATE LIMITED||S||78005||3.97|
|7/6/2012||532390||TajGVK Hotels||ALTAVISTA CAPITAL INDIA FUND LIMITED||B||500000||61.00|
|7/6/2012||533427||VMS Inds||MARU SECURITIES PVT LTD||B||300000||62.65|
|* B - Buy, S - Sell|
|** = Weighted Average Trade Price / Trade Price|
Torrent Pharma (TRP IN)
OW: Weak quarter, staying Overweight
Reported net loss includes one-time provisional charge for
future sales return; excluding that, EBITDA is in-line with
Indian sales continue to suffer from slow acute growth,
Brazil, US, and Germany in-line; exports outlook strong on
favorable INR and turnaround in markets
Maintaining OW, dropping V-flag, rolling TP to Mar-13;
revised TP to INR715 (13x Mar-14 EPS) from INR680
Bharat Gears (BG IN, INR 75, Not Rated)
We recently met the CFO of Bharat Gears (BG), one of the largest gear suppliers to tractor makers. While the company perceives FY13 demand scenario to be challenging, orders have improved compared to previous quarter as OEM’s inventory levels have dipped and production has improved. The company expects to maintain margins at FY12 level.
Dr. Reddy’s and Merck Serono (Biopharmaceutical division of Merck KGA) have entered into a partnership to co-develop a portfolio of biosimilar compounds in oncology, primarily focused on monoclonal antibodies (MABs). The partnership covers co-development, manufacturing and commercialization of the biosimilars across markets.
Indian Power Operational parameters will be closely monitored as capacities come on stream: HSBC Research
Capacity addition concerns recede but
operational parameter concerns increase
Margins and earnings stress to persist
during FY13, bounce back only in FY14
Power Grid with high capacity and lower
operational risk remains our top pick;
we also like NHPC, JPVL, CESC, PTC
State Bank of India (SBIN IN) UW: Q4FY12 – A good quarter, but not the start of a trend HSBC Research
State Bank of India (SBIN IN)
UW: Q4FY12 – A good quarter, but not the start of a trend
4Q earnings were above estimates due higher other income
and lower credit costs; asset quality was much better than
ours and street expectations, but margins declined q-o-q
FY13 and FY14 likely to see margin compression along with
sustained elevated credit costs; upcoming wage settlement
to increase operating cost ratios
Retain UW rating and target price at INR2,000, implying 4.8%
Stocks in News
Maruti cuts production of some petrol cars (ET)
Dr Reddy’s, Merck tie up for cheap biotech cancer drugs (ET)
ONGC eyes LNG terminal with Mitsui (MINT)
US dealers sue Mahindra & Mahindra for fraud (BS)
United Phosphorus to raise INR 3-bn (BS)
Pantaloon Retail raises INR 2-bn from BCCL (BS)
After an indecisive trade on Tuesday, the markets shot up on Wednesday and staged an excellent rally that went beyond 5000 on intraday basis.The index opened in the positive tracking bullish cues among the Asian peers and went on to gain every hour as it outperformed its regional peers. The large bullish candle indicates strength that is likely to continue in the coming sessions as well. Volumes expanded yesterday and an extremely favorable A/D ratio of 3.6:1 suggests that the bears were cornered. Volatility subsided down to 24.90 suggesting a cool-off phase and a potential up move. Momentum has shifted on the upside as per the daily oscillators (rolled bullish) and thus expect the up move to continue. Nifty breached the 21-day EMA resistance at 4945 and is now on course to test its 200 SMA at 5065. The up move could get stretched to the upper boundary of the falling trend channel i.e. at 5095. The immediate downside is now protected by the 21-DEMA of 4945.
All the sectoral indices ended the day in the green and were led by strong moves in Auto (+3.86%), Cap Goods (+3.63%) and Power (+3.49%) indexes. Among the underperformers of the day were Healthcare (+1.05%) and IT (+1.48%). Broader markets were unable to keep pace with their frontline peers and closed the session with gains of 1.78% for the Mid-cap index and 1.48% for the Small-cap index.
Bullish Setups: LT, DLF, IDFC, CNXBANK, REC,
Bearish Setups: DRRD, LICHF, INFO, HDFC
The Indian equity market closed higher on Wednesday, rising over 2.7% on hopes of rate cut by RBI, positive global cues and in anticipation that the government will initiate key reforms to boost investment sentiments. All sectoral indices closed in the green; major gainers were auto, capital goods, power, financial and metal stocks.
While the Sensex closed at 16454, up 434 points, the Nifty jumped 134 points to end the day at 4997.
Major gainers were Tata Motors (5.70%), Larsen & Toubro (4.72%), Hero MotoCorp (4.30%), Jindal Steel & Power (4.30%), I T C (3.68%), NTPC (3.74%) and Maruti Suzuki (2.78%).
The Auto index jumped 3.86%. Major gainers were Apollo Tyres (7.1%), Bajaj Auto (3.2%), Ashok Leyland (3.17%), Bharat Forge (2.18%) and Exide Industries (0.77%).
The Capital Goods index gained 3.63%. Major gainers were A B B (2.56%), Bharat Electronics (2.39%), Alstom Projects India (1.65%), A I A Engineering (1.22%) and BEML (0.55%).
The Power index was up 3.49%. Major gainers were Reliance Infrastructure (4.79%), Adani Power (4.27%), Bharat Heavy Electricals (2.86%), Crompton Greaves (2.73%) and A B B (2.56%).
The Bankex jumped 3.01%. Major gainers were Kotak Mahindra Bank (4.03%), State Bank of India (3.81%), HDFC Bank (3.50%), Axis Bank (3.04%) and Yes Bank (2.61%).
The FMCG index gained 2.95%. Major gainers were Dabur India (5.19%), I T C (4.23%), United Breweries (3.86%), Hindustan Unilever (3.28%) and Godrej Consumer Products (0.75%).
Major gainers in the mid–cap space were CORE Education and Technologies (6.28%), Aban Offshore (2.67%), Alstom Projects India (1.65%), A I A Engineering (1.22%) and A B G Shipyard (0.33%).
Major gainers among small caps were A B G Infralogistics (3.13%), A2Z Maintenance & Engineering Services (2.94%), Trident (1.37%), Aanjaneya Lifecare (1.11%) and Styrolution ABS (India) (0.07%).
Globally, Asian indices ended on a higher note while European indices were trading in the green
Business News Tablet (click on link to read article)
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IFIN: IFCI Financial Services Limited
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SGX Nifty 5,036.00 +60.50 (Singapore exchange)
8:40 AM India time
June 7, 2012
Indian Markets to open UP today