04 July 2012

Telecom Sector Update: ICICI Sec PDF link


Telecom Sector Update :Event update

FII & DII trading activity across NSE and BSE 04-07-2012


CategoryBuySellNet
ValueValueValue
FII
2135.3
1896.11239.19
DII
1185.24
1347.01-161.77


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Derivatives Report- 04.07.2012 - Angel Broking -PDF link

Market Summary- 04.07.2012 - Angel Broking -PDF link




Market Summary


Technical Report- 04.07.2012 - Angel Broking -PDF link

Market Outlook- 04.07.2012 - Angel Broking -PDF link

Eagle Eye (equities) [For July 04, 2012] Sharekhan PDF link



Eagle Eye (equities)
[For July 04, 2012]


Derivatives Info Kit [For July 04, 2012] Sharekhan PDF link



Derivatives Info Kit
[For July 04, 2012]
 


BSE, Bulk deals, 4/7/2012



Deal DateScrip CodeCompanyClient NameDeal Type *QuantityPrice **
4/7/2012524412Aarey DrugsLEADAGE TRADING PRIVATE LIMITEDB7996526.20
4/7/2012524412Aarey DrugsRAHUL ASHOKKUMAR SHAHS7072326.04
4/7/2012524412Aarey DrugsLEADAGE TRADING PRIVATE LIMITEDS16152226.07
4/7/2012532797Autoline IndsAARKEN ADVISORS PRIVATE LIMITEDB128500154.39
4/7/2012532797Autoline IndsVISHWAS MARKETING SERVICES PVT LTDS130000154.26
4/7/2012531591Bampsl SecSANGEETA BANDILB17000001.11
4/7/2012512301Chambal BrewJAYANT SECURITY & FINANCELTDB8900091.56
4/7/2012512301Chambal BrewYOGESH B SHARMAB11660091.54
4/7/2012512301Chambal BrewDINESH P BOHRAB5450091.59
4/7/2012512301Chambal BrewJAYANT SECURITY & FINANCELTDB4500091.57
4/7/2012512301Chambal BrewRAVI OMPRAKASH AGRAWALS5670091.52
4/7/2012531270Dazzel ConfBRIJESH ASHOKBHAI HALARIB8447832.71
4/7/2012532022Filatex FashBIMAL KUMAR SURANA (HUF)B1562334.85
4/7/2012532022Filatex FashPRABHAT SETHIAS750004.80
4/7/2012532022Filatex FashPRABHAT SETHIAS750004.90
4/7/2012533333Fineotex ChemCIVIC MARKETING PRIVATE LIMITEDB9400036.67
4/7/2012533333Fineotex ChemECONOMIC BUILDTECH PRIVATE LIMITEDB15325437.63
4/7/2012533333Fineotex ChemAARKEN ADVISORS PVT LTDS25123437.01
4/7/2012530165Kanchan IntlGFL FINANCIALS (INDIA) LTDB2450061.27
4/7/2012530165Kanchan IntlBIPIN BABULAL SHAHS2700061.45
4/7/2012506041Mahesh AgriCOSCO VANIJYA PVT LTDB400019.00
4/7/2012506041Mahesh AgriRAHUL ANANTRAI MEHTAB1500019.00
4/7/2012506041Mahesh AgriSETU SECURITIES PVT LTDB500119.00
4/7/2012506041Mahesh AgriCHETAN RASIKLAL SHAHS785519.00
4/7/2012506041Mahesh AgriSETU SECURITIES PVT LTDS500119.00
4/7/2012506041Mahesh AgriBIPIN SHAMJI LALANS490019.00
4/7/2012506041Mahesh AgriVIRAL PRAFUL JHAVERIS750019.00
4/7/2012530497Marvel CapitalSANGHINI EXIM PRIVATE LIMITEDB5000018.00
4/7/2012530497Marvel CapitalSATISH VASANT GHONES3500018.00
4/7/2012531453Mohit Inds-$VINODKUMAR B TIBREWALAS5969852.26
4/7/2012590057Northgate TechVISHAL SAYAM GURNANIS2672007.89
4/7/2012532944Onmobile GlobalCROSSEAS CAPITAL SERVICES PRIVATE LIMITEDB67326933.31
4/7/2012532944Onmobile GlobalDEVENDRA KUMAR DHARAMVEER SHARMAB61520733.66
4/7/2012532944Onmobile GlobalCROSSEAS CAPITAL SERVICES PRIVATE LIMITEDS67304733.55
4/7/2012532944Onmobile GlobalDEVENDRA KUMAR DHARAMVEER SHARMAS61520733.76
4/7/2012590074Ortin Lab-$SUMIT SUNIL SADHS3724125.80
4/7/2012505525Parichay InvestSANJEEV BURMAN JHAVERIS10629214.60
4/7/2012511754Shalibhadra FinSRINIVAS KARROTHIB2732757.61
4/7/2012533301Shekhawati Poly-YarnSATYAPRABHU INFRASTRUCTURE PRIVATE LIMITEDS12500038.00
4/7/2012531695SHREYCHEMTOGADIYA HARESHBHAI MADHABHAIB5454159.22
4/7/2012531695SHREYCHEMARSENAL FINSTOCK SERVICES PRIVATE LIMITEDB3717560.10
4/7/2012531695SHREYCHEMSEVARAM ANANDRAM TIRTHWANIB5100058.33
4/7/2012531695SHREYCHEMMAMTABEN SEVARAM TIRATHWANIS4214962.08
4/7/2012531695SHREYCHEMARSENAL FINSTOCK SERVICES PRIVATE LIMITEDS3717558.64
4/7/2012531695SHREYCHEMTOGADIYA HARESHBHAI MADHABHAIS5825058.24
4/7/2012530867Suryanagri FinSK KHEMKAB3000025.25
4/7/2012530867Suryanagri FinALOK FINANCE PVT. LTD.B2250025.25
4/7/2012530867Suryanagri FinNIRAJ REALTORS & SHARES PVT. LTD.B2250025.25
4/7/2012530867Suryanagri FinLAHOTI INDIA LIMITEDS4000025.41
4/7/2012530867Suryanagri FinSHASHIBEN BISHAMBHARDAYAL GUPTAS5500025.25
4/7/2012512449SVC RESCOMFORT INTECH LIMITEDS9050003.01
4/7/2012512449SVC RESSUSHMA ASHOK GUPTAS10000003.01
4/7/2012512449SVC RESASHOK BANWARILAL GUPTAS12602703.02
4/7/2012526365Swarnasarita GemsALOK FINANCE PVT. LTD.B13559624.05
4/7/2012526365Swarnasarita GemsNIRAJ REALTORS & SHARES PVT. LTD.B12918924.05
4/7/2012590111VAISHNAVISAI NITHISHA PARVATHANENIB1369675.06
4/7/2012531950Vertex SecMANISH RAMESHBHAI VYASS2317467.51
* B - Buy, S - Sell
** = Weighted Average Trade Price / Trade Price


NSE, Bulk deals, 04-Jul-2012



DateSymbolSecurity NameClient NameBuy / SellQuantity TradedTrade Price /
Wght. Avg.
Price
Remarks
04-Jul-20123IINFOTECH3i Infotech LimitedTRANSGLOBAL SECURITIES LTD.BUY24,52,29512.06-
04-Jul-20123IINFOTECH3i Infotech LimitedTRANSGLOBAL SECURITIES LTD.SELL24,52,29512.07-
04-Jul-2012INDOWINDIndowind Energy LimitedPRASHANT MAHADEV OVHALBUY8,45,4135.28-
04-Jul-2012INDOWINDIndowind Energy LimitedPRASHANT MAHADEV OVHALSELL11,85,4434.92-
04-Jul-2012INDOWINDIndowind Energy LimitedSYNDICATE NIRMAN PVT.LTD.BUY9,49,3425.11-
04-Jul-2012INDOWINDIndowind Energy LimitedSYNDICATE NIRMAN PVT.LTD.SELL9,66,3424.99-
04-Jul-2012JINDALSWHLJindal SouthWest Hold LtdSWISS FINANCE CORPORATION (MAURITIUS) LIMITEDSELL2,09,587554.21-
04-Jul-2012KIRIINDUSKiri Industries LimitedKARVY FINANCIAL SERVICES LIMITEDSELL98,13021.40-
04-Jul-2012ONMOBILEOnMobile Global LimitedALIVE CONSULTANTS ALIVEBUY9,84,75533.81-
04-Jul-2012ONMOBILEOnMobile Global LimitedALIVE CONSULTANTS ALIVESELL9,84,75533.83-
04-Jul-2012ONMOBILEOnMobile Global LimitedCROSSEAS CAPITAL SERVICES PVT. LTD.BUY6,72,12733.56-
04-Jul-2012ONMOBILEOnMobile Global LimitedCROSSEAS CAPITAL SERVICES PVT. LTD.SELL6,72,44033.35-
04-Jul-2012ONMOBILEOnMobile Global LimitedDEVENDRAKUMAR DHARAMVEER SHARMABUY11,22,83133.73-
04-Jul-2012ONMOBILEOnMobile Global LimitedDEVENDRAKUMAR DHARAMVEER SHARMASELL11,22,83133.71-
04-Jul-2012ONMOBILEOnMobile Global LimitedJM FINANCIAL SERVICES PRIVATE LIMITEDSELL7,52,00033.57-
04-Jul-2012ONMOBILEOnMobile Global LimitedMERRILL LYNCH CAPITAL MARKETS ESPANA S.A. SVBBUY7,55,00033.46-
04-Jul-2012ONMOBILEOnMobile Global LimitedSHASHANK CHAUDHARYBUY9,04,45033.24-
04-Jul-2012ONMOBILEOnMobile Global LimitedSHASHANK CHAUDHARYSELL9,04,45033.25-
04-Jul-2012ONMOBILEOnMobile Global LimitedTRANSGLOBAL SECURITIES LTD.BUY6,43,55533.74-
04-Jul-2012ONMOBILEOnMobile Global LimitedTRANSGLOBAL SECURITIES LTD.SELL6,59,55533.74-
04-Jul-2012RANKLINRanklin Solutions LimitedGUMMADI SESHAGIRI RAOBUY36,5006.33-
04-Jul-2012RSSOFTWARER. S. Software (I) Ltd.YES CAPITAL VENTURE PRIVATE LIMITEDSELL61,99088.17-
04-Jul-2012SPECIALITYSpeciality Rest LtdMANULIFE GLOBAL FD- INDIA EQUITY FDBUY2,59,000217.21-
04-Jul-2012TEXMOPIPESTexmo Pipe & Products LtdEKADANTA MULTITRADE PRIVATE LIMITEDSELL1,25,00020.37-
04-Jul-2012TEXMOPIPESTexmo Pipe & Products LtdFRATERNAL INVESTMENT P LTDSELL5,66,20418.80-
04-Jul-2012TEXMOPIPESTexmo Pipe & Products LtdMANAV N PATELBUY9,15,29819.32-
04-Jul-2012TEXMOPIPESTexmo Pipe & Products LtdMANAV N PATELSELL9,15,29819.03-


VKS Projects IPO subscribed 1.03x ...


Total Issue Size1,00,00,000
Total Bids Received1,02,99,800
Total Bids Received at Cut-off Price35,68,400
No. of times issue is subscribed1.03



Gilts stay in tight range on OMO hopes • Edelweiss


Gilts stay in tight range on OMO hopes
• The strong rally in the rupee to a 7-week high failed to have a meaningful impact on the
bond markets which have been keenly looking forward to OMO action this week. The
simultaneous rise in crude prices which are now close to the USD 100 mark could also be
a reason for the muted yield movement.
• The 10-Y benchmark had a flat opening and stuck to a narrow range of 8.15-8.18%, finally
ending the session at the day’s low of 8.18% vs 8.17%. Participants have built in high
hopes of an OMO this week given that last week’s auction outcome was disappointing
and the liquidity situation is also showing fresh signs of strain.
• The OIS market was relatively steady and rates were unchanged in spite of continued
uptick in risk assets. The 1-Y OIS ended the day at 7.80-7.87% vs 7.80-7.86%, while the 5-Y
OIS ended at 7.21-7.27% vs 7.22-7.28%.
Non-SLR Market
BPCL placed September Maturity CP worth INR 5bn @ 8.95%. IOCL placed 1M CP worth INR
15bn @ 8.78%. SBT placed September Maturity CD worth INR 1bn @ 8.80%. CBI placed 3M
CD worth INR 3.5bn @ 9.15%. REC placed 6M CP worth INR 9bn @ 9.25%.
Money Market
Borrowing at the LAF window went a notch higher to INR 979bn probably under the stress
emerging from lack of OMO support last week. Call rates which shot up to 8.34% last week
softened considerably but are still at high levels of 8.21%.


Dr Reddy’s Labs Reasonable valuations; growth prospects intact; upgrade to Buy : Anand Rathi



Dr Reddy’s Labs
Reasonable valuations; growth prospects intact; upgrade to Buy
Having corrected ~15% in the last two months, Dr Reddy’s Labs now
offers ~20% upside potential. We are optimistic of its business outlook
and growth prospects, led by its US generics business, due to its
product launches with limited competition and expected recovery in
domestic formulations. We upgrade the stock from a Hold to a Buy,
due to its reasonable valuations and our expectations of sustained
strong performance in the medium term. However, we lower the price
target to `1,900 (from `1,910 earlier) as approval for Lipitor has not
come in.