Titan Industries -Bottom‐line matters :Prabhudas Lilladher,

We interacted with the senior management of Titan Industries (TTAN). While
conceding the near-term challenges, management is persisting with its medium-term
expansion plans and focussing on bottom‐line growth for FY13e.

Switching home loan lender? Remember THESE 4 things :Investment-mantra

We evaluate some significant factors that you must consider while switching your existing home loan to another lender

Many banks and financial companies are competing with each other to encourage home loan borrowers. People opting for home loans can switch to cheaper loans and can save a good amount of money by choosing the best finance company offering loans at low interest rates.

In the current interest rate scenario, with some banks reducing their home loan rates and others deciding to wait before taking the step, more and more borrowers are considering switching their home loan from their existing bank to a bank that has a more attractive offering. If you switch early enough or to a bank that offers a low enough interest rate, the shift will be worth it in terms of money saved over the remaining home loan tenure. The earlier you prepay, the more you save on interest, the better.

NHPC-Results stable... though debtors show signs of alarm: Prabhudas Lilladher,

􀂄 Adjusted PAT up 6.6%: NHPC’s reported revenue de-grew by 3.3% YoY, whereas
on adjusted basis, revenue was up by 1.7% in Q1FY13 at Rs14.2bn. Sales
included recoverable water cess of Rs2bn. While the reported PAT de-grew by
15.3% YoY, adjusted PAT was up by 6.6%. Incentives stood at Rs1.1bn in Q1FY13.
Generation was down YoY by 2.2% at 16.2bn. PAF for the quarter stood at 93.8%
as against 90.3% in Q1FY12.

FII DERIVATIVES STATISTICS FOR 22-Aug-2012

FII DERIVATIVES STATISTICS FOR 22-Aug-2012
	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	42044	1118.31	34699	934.52	664692	17168.96	183.79
INDEX OPTIONS	400920	10760.14	385772	10346.80	1888759	51071.16	413.35
STOCK FUTURES	79246	2184.59	86851	2398.81	961538	26000.60	-214.23
STOCK OPTIONS	33518	918.12	35307	949.33	87637	2452.43	-31.21
						Total	351.70

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Category-Wise Turnover 22-Aug-12

Trade Date	Category	Buy Value in Rs.Crores	Sell Value in Rs.Crores
22-Aug-12	Mutual Funds	29.93	33.18	-3.25
22-Aug-12	Proprietory Trades	51784.41	53032.75	-1248.34
22-Aug-12	Others	39485.19	38585.30	899.89
Notes :
1.  Buy / Sell value at the end of day:
Options Value (Buy/Sell) = Strike price * Qty
Futures Value (Buy/Sell) = Traded Price * Qty
2. Others exclude FIIs, Mutual Funds, Proprietory Trades

FII & DII trading activity across NSE and BSE 22-08-2012

	Buy	Sell	Net
	Value	Value	Value
FII	1554.76	1458.12	96.64
DII	809.99	1040.13	-230.14

 

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BSE, Bulk deals, 22/8/2012

Deal Date	Scrip Code	Company	Client Name	Deal Type *	Quantity	Price **
22/8/2012	512161	8K Miles Software	VEDAWALA SANGITABEN PARESHKUMAR	S	98434	22.40
22/8/2012	524412	Aarey Drugs	DEEPIKA JASMIN SHAH	B	158569	33.27
22/8/2012	504629	Anil Special-$	MAHALAXMI SAWS PRIVATE LIMITED	S	111609	4.83
22/8/2012	514332	Anuvin Inds	HEMANT B DESAI	S	50000	10.79
22/8/2012	530233	Auro Lab	SNEHALATHA SINGHI	S	41322	6.55
22/8/2012	532797	Autoline Inds	CROSSEAS CAPITAL SERVICES PRIVATE LIMITED	B	131757	188.99
22/8/2012	532797	Autoline Inds	V N G IMPEX PVT LTD	B	83265	185.39
22/8/2012	532797	Autoline Inds	AARKEN ADVISORS PRIVATE LIMITED	S	70000	185.40
22/8/2012	532797	Autoline Inds	CROSSEAS CAPITAL SERVICES PRIVATE LIMITED	S	128266	187.62
22/8/2012	531820	Finalysis Cred	SHAMSHAD BEGUM KHAN	B	30200	33.15
22/8/2012	506109	Genesys Intl	CREDO INDIA THEMATIC FUND LIMITED	B	392201	191.00
22/8/2012	506109	Genesys Intl	AMAS INDIA INV MAURITIUS LTD	S	400000	191.00
22/8/2012	532786	Great Offshore	CROSSEAS CAPITAL SERVICES PRIVATE LIMITED	B	306515	103.85
22/8/2012	532786	Great Offshore	CROSSEAS CAPITAL SERVICES PRIVATE LIMITED	S	306515	103.62
22/8/2012	532951	GSS Infotech	WHITESAND INVESTMENTS LIMITED	B	142500	43.74
22/8/2012	532951	GSS Infotech	THE ROYAL BANK OF SCOTLAND N.V	S	142500	43.72
22/8/2012	526598	Gujarat Narm Fly	G F L FINANCIALS INDIA LIMITED	B	34957	39.91
22/8/2012	526598	Gujarat Narm Fly	SURESH GOLCHHA HUF	S	32957	39.96
22/8/2012	526598	Gujarat Narm Fly	GOMTIBEN THAKARSHI GADA	S	40000	41.90
22/8/2012	524669	Hester Bio	VIRAJBEN SIDDHARTHBHAI PATEL	B	28505	126.00
22/8/2012	524669	Hester Bio	JASHWANT JAGMOHAN SHAH	S	28505	126.00
22/8/2012	531129	Inani Marbles	RAJARAM RAMESH PANDIT	B	25894	295.40
22/8/2012	531129	Inani Marbles	RAJARAM RAMESH PANDIT	S	31300	295.50
22/8/2012	514312	Jaihind Syn	SURESH JAYANTILAL SHAH	B	33047	13.62
22/8/2012	514312	Jaihind Syn	VALUE PLUS SHARES N SECURITIES PRIVATE LIMITED	S	30000	13.61
22/8/2012	590041	Kavveri Telecom-$	CREDO INDIA THEMATIC FUND LIMITED	B	125000	219.99
22/8/2012	590041	Kavveri Telecom-$	AMAS INDIA INV MAURITIUS LTD	S	125000	219.93
22/8/2012	508306	Ledo Tea	NIKHIL LOHIA	B	7130	89.54
22/8/2012	508306	Ledo Tea	PREMLATA DUGAR	S	5815	89.54
22/8/2012	511734	Pasupati Fin	BURGEON SECURITIES LIMITED	B	44999	13.22
22/8/2012	511734	Pasupati Fin	CHHAYABEN RAMANLAL MODI	S	36101	13.21
22/8/2012	511585	Regency Trust	MANUBHA PRABHATSANG VAGHELA	B	135300	20.95
22/8/2012	511585	Regency Trust	ANISH VINODCHANDRA SHAH	S	135000	20.95
22/8/2012	534618	Sangam Advisors	DEAR PROJECTS PRIVATE LIMITED	B	90000	22.26
22/8/2012	534618	Sangam Advisors	ATUL NAGINDAS SANGHVI	S	72000	22.30
22/8/2012	507458	United Brew Hldg	CROSSEAS CAPITAL SERVICES PRIVATE LIMITED	B	395591	101.36
22/8/2012	507458	United Brew Hldg	CROSSEAS CAPITAL SERVICES PRIVATE LIMITED	S	395591	101.24
* B - Buy, S - Sell
** = Weighted Average Trade Price / Trade Price

NSE, Bulk deals, 22-Aug-2012

Date	Symbol	Security Name	Client Name	Buy / Sell	Quantity Traded	Trade Price / Wght. Avg. Price	Remarks
22-Aug-2012	ATLASCYCLE	Atlas Cycles (Haryana) Lt	KANCHANBEN AJITKUMAR JAIN	BUY	16,278	426.78	-
22-Aug-2012	ATLASCYCLE	Atlas Cycles (Haryana) Lt	KANCHANBEN AJITKUMAR JAIN	SELL	16,133	427.14	-
22-Aug-2012	ATLASCYCLE	Atlas Cycles (Haryana) Lt	SHREE NAMAN SECURITIES & FINANCE PVT. LTD	BUY	19,747	432.81	-
22-Aug-2012	ATLASCYCLE	Atlas Cycles (Haryana) Lt	SHREE NAMAN SECURITIES & FINANCE PVT. LTD	SELL	9,648	425.04	-
22-Aug-2012	ATLASCYCLE	Atlas Cycles (Haryana) Lt	URMILA DOSHI	BUY	30,282	426.05	-
22-Aug-2012	ATLASCYCLE	Atlas Cycles (Haryana) Lt	URMILA DOSHI	SELL	30,282	432.54	-
22-Aug-2012	AUTOIND	Autoline Industries Limit	CROSSEAS CAPITAL SERVICES PVT. LTD.	BUY	1,31,783	187.50	-
22-Aug-2012	AUTOIND	Autoline Industries Limit	CROSSEAS CAPITAL SERVICES PVT. LTD.	SELL	1,31,757	189.17	-
22-Aug-2012	GENESYS	Genesys International Cor	AMAS INDIA INVESTMENTS MAURITIUS LTD	SELL	5,29,458	191.00	-
22-Aug-2012	GENESYS	Genesys International Cor	CREDO INDIA THEMATIC FUND LIMITED	BUY	5,29,458	191.00	-
22-Aug-2012	GSS	GSS Infotech Limited	BEAUMARIS INVESTMENTS LIMITED	BUY	2,00,000	45.00	-
22-Aug-2012	GSS	GSS Infotech Limited	CHIRAAYUSH STOCK CONSULTANTS PVT LTD	SELL	2,00,000	45.00	-
22-Aug-2012	GSS	GSS Infotech Limited	THE ROYAL BANK OF SCTLAND N.V	SELL	1,42,500	43.70	-
22-Aug-2012	GSS	GSS Infotech Limited	WHITESAND INVESTMENTS LIMITED	BUY	1,42,500	43.73	-
22-Aug-2012	GTOFFSHORE	Great Offshore Limited	CROSSEAS CAPITAL SERVICES PVT. LTD.	BUY	3,06,515	103.57	-
22-Aug-2012	GTOFFSHORE	Great Offshore Limited	CROSSEAS CAPITAL SERVICES PVT. LTD.	SELL	3,06,515	103.89	-
22-Aug-2012	HOTELRUGBY	Hotel Rugby Ltd.	SAVITRIDEVI JAIPRAKASH AGARWAL	SELL	83,376	16.53	-
22-Aug-2012	KAVVERITEL	Kavveri Telecom Products	AMAS INDIA INVESTMENTS MAURITIUS LTD	SELL	3,00,000	219.99	-
22-Aug-2012	KAVVERITEL	Kavveri Telecom Products	CREDO INDIA THEMATIC FUND LIMITED	BUY	3,00,000	220.00	-
22-Aug-2012	KFA	Kingfisher Airlines Ltd.	TRANSGLOBAL SECURITIES LTD.	BUY	74,62,263	9.98	-
22-Aug-2012	KFA	Kingfisher Airlines Ltd.	TRANSGLOBAL SECURITIES LTD.	SELL	74,52,261	9.98	-
22-Aug-2012	RUSHIL	Rushil Decor Limited	SATISH GOGIA	BUY	97,500	205.34	-
22-Aug-2012	UBHOLDINGS	United Breweries (Holding	CROSSEAS CAPITAL SERVICES PVT. LTD.	BUY	3,95,493	101.19	-
22-Aug-2012	UBHOLDINGS	United Breweries (Holding	CROSSEAS CAPITAL SERVICES PVT. LTD.	SELL	3,95,780	101.40	-

Annual Report Analysis - Zee Entertainment Enterprises : Edelweiss

Zee Entertainment Enterprises’ (Zee) FY12 annual report highlights healthy cash profits which have been utilised for acquisition of movie rights and buyback of equity. Dip in standalone entity’s profitability is primarily on account of write down of high cost sports inventory transferred on amalgamation of subsidiary during FY11. Long amortisation period of movie rights leads to front ending of profitability. Included in Zee’s balance sheet are goodwill on consolidation of INR6.9bn, overdue debtors of INR1.2bn, investments in Socrates Money Market Fund (Bermuda) of INR2.6bn and loans and advances other than government authorities and related party of INR3.3bn.  

Engineering and Capital Goods - Expectations Galore; monthly update ::Edelweiss

Monthly highlights: What’s inside?

·       Business outlook commentary

·       Management interactions/ channel checks

·       Key highlights/ news for companies/ sector

·       Q1FY13 review

Simple products but attractive returns

We are happy in offering you with simple investment products but with very attractive returns.

 

1. Bilcare Limited

     ---------------

Worlds largest pharmaceutical packaging company with presence in more than 20 countries. Customer list includes Novartis, GSK, Pfizer, Ranbaxy, Cipla, Dr.Reddys & other leading players. Consistent profit making and Dividend paying Company. PAT for 2011-12 of Rs.75 Crs & Dividend of 20% Rs.10/- shares quoting at around Rs.175/- in BSE ( 21/08/2012 ). 12% interest for 36 months / 0.25% additional for Senior Citizens.

2.  Godrej Properties Ltd

      ----------------------

Company from the very famous "Godrej Group of Companies". Consistent profit making and Dividend paying Company. PAT for 2011/12 of Rs.81 Crs. & Dividend of 30%. Rs.10/- shares quoting at around Rs.525/- in NSE & BSE ( 21/08/2012 ). 10.50% interest for 36 months.

3.  Gruh Finance Limited

      ----------------------

Subsidiary of HDFC Limited. PAT for 2011/12 of Rs.120 Crs. & Dividend of 115%. "FAA+" rating by CRISIL & "MAA+" rating by ICRA. Rs.2/- shares quoting at around Rs.185/- in NSE & BSE ( 21/08/2012 ) 9.75% for 24-35 months / 0.25% additional for Senior Citizens.

4. PNB Housing Finance Limited 

     ------------------------------    

Subsidiary of Punjab National Bank. PAT for 2011/12 of Rs.75.20 Crs. & Dividend of 22%.  "FAA+" rating by CRISIL.  9.75% interest for 36, 48 & 60 months deposits. 0.50% additional for Senior Citizens. Remember, interest rates are expected to come down in future.   Invest immediately.....Invest for a longer tenure.