24 September 2012

Tata Motors -Aug'12 JLR sales up 13% y/y, down 8% m/m; older Range Rover is phased out ::JPMorgan,


JLR sales at 24,060 units were up 13% y/y, but down 8% m/m) – while
Land Rover sales increased by 18% y/y, Jaguar sales declined by 13% y/y.
 Land Rover (LR) sales of 21,100 units (+18% y/y, -8% m/m): LR
sales were affected by the phasing out of the Range Rover, as the OEM
is launching the new model in October. Management reiterated that the
demand environment is holding up and sales should pick up in 2H.
 While Jaguar sales of 2,960 units declined 13% y/y (-2% YTD), the
OEM will be launching new variants across markets, over 2H FY13, to
stimulate growth.
 Retail sales in the US rose 31% y/y to 4,756 units, according to
Bloomberg data.
 JLR is rolling out the fourth-generation Range Rover, based on the
premium lightweight architecture (PLA) platform, which has an allaluminum
body structure. The new model will be launched in October
2012, followed by the Range Rover Sport in 2013. Range Rover vehicles
accounted for ~35% of LR’s sales in FY12 (unit sales of ~87,000).

Govt clears bailout for state electricity distribution firms ::Mint


The government on Monday approved an ambitious plan to bail out beleaguered state electricity distribution companies, or discoms, through a restructuring of their short-term loans.
The electricity distribution companies owned by the state governments are finding it difficult to raise working capital and owe a staggering Rs.2 trillion to banks and financial institutions. They are servicing the interest on existing loans through fresh borrowings, an indication as well as, in some ways, a cause of the ongoing crisis in India’s power sector.
According to the contours of the bailout package proposed by the Union power ministry and approved by the cabinet committee on economic affairs on Monday evening, states will take over half the outstanding loans of state electricity boards (SEBs) and convert them into bonds that will be issued to the lenders and backed by state government guarantees.

NSE counters MCX-SX membership price war with Alpha class:Moneycontrol


It is felt that there is a need to encourage smaller and nimbler firms that may not have the financial wherewithal to meet the stringent capital and networth requirements, but can bring in innovative trading ideas and strategies that could add to the liquidity of the trading platform, the NSE said while justifying the move


S&P Lowers 2012 GDP Growth Forecasts For China To 7.5%, India To 5.5%, And For Most Of Asia


2012--A trifecta featuring a slowdown
in China, ongoing troubles in the Eurozone, and a weaker recovery in the U.S.
has lead Standard & Poor's Ratings Services to forecast lower economic growth
rates for Asia Pacific.
"We have lowered our base case forecasts of 2012 real GDP growth by about half
a percentage point for China to 7.5%; Japan to 2.0%; Korea (Republic of) to
2.5%; Singapore (Republic of) to 2.1%; and Taiwan to 1.9%," said S&P credit
analyst Andrew Palmer.
We have also revised our forecast down by about one percentage point each for:
Hong Kong, to 1.8%; and India, to 5.5%. For Australia, the forecast is
marginally down to 3.0% from 3.2%. The forecasts for other Asian economies
remain unchanged except for the Philippines, which went to 4.9% from 4.3%,
reflecting the ongoing strength of that domestic economy. That's according to
a report published today by Standard & Poor's titled, "Asia-Pacific Feels the
Pressure of Ongoing Global Economic Uncertainty".

Keen on infra stocks? Buy the lenders first :: Business Line


Insatiable demand for funds and low non-performing assets make infra financing companies attractive.
With the markets becoming upbeat over beaten down sectors, infrastructure stocks are back in the limelight.
But we think that the best way to benefit from infrastructure growth is to bet on the financiers to the sector.
The stocks of IDFC, Power Finance Corporation (PFC) and Rural Electrification Corporation (REC) have run up by more than 50 per cent from their December lows following reform announcements by the government.
However, the stocks of these companies are trading at a 25 to 30 per cent discount to their historical average price-to-book value.
Therefore, we suggest investing in these stocks in declines. Investors who already have exposure to these stocks can continue to hold on from a more than three-year horizon.

FII DERIVATIVES STATISTICS FOR 24-Sep-2012

FII DERIVATIVES STATISTICS FOR 24-Sep-2012 
 BUYSELLOPEN INTEREST AT THE END OF THE DAY 
 No. of contractsAmt in CroresNo. of contractsAmt in CroresNo. of contractsAmt in Crores 
INDEX FUTURES1078683063.701130353193.5860292416727.67-129.87
INDEX OPTIONS55091915593.3353791115255.13202064557295.41338.20
STOCK FUTURES2018015766.572111656154.41106679730822.69-387.84
STOCK OPTIONS742592258.91715472190.27854242572.4668.65
      Total-110.87

 


-- 

FII & DII trading activity across NSE and BSE 24-09-2012

 BUYSELLNET 
VALUEVALUEVALUE
FII
4500.862905.141595.72
DII1366.462522.91-1156.45

 


Electrosteel Steel Limited - Interview ( DD Sharma) - YouTube


DD Sharma interview on Electrosteel Steel Limited in You Tube



Angel Broking - Derivatives Report - 24.09.2012

Angel Broking - Market Summary - 24.09.2012

Angel Broking -Technical Report 24.09.2012

Angel Broking - Market Outlook- 24.09.2012


Market Outlook

Metals Monthly - September 2012 - Centrum


Metals Monthly Report - September 2012
Metalloid
Base metal prices improve, drop in steel production arrests steel price fall but persisting weak global demand remains a key drag
Global steel production dropped by ~4% MoM in Aug-12 which led to the arrest in falling steel prices and resulted in a sharp fall in raw material prices but end user steel demand has remained weak (especially in China & Europe). We see inevitable margin pressure for steel producers going ahead on the back of drop in realizations and volumes and expect meaningful improvements in profitability only in Q4FY13E. LME base metal prices have recovered smartly (monthly gains of 8-13%) on the back of positive announcements from ECB, FED and China. We see consolidation of steel and base metal prices at current levels due to cost support on the downside and weak demand exerting pressure on the upside. 

BSE, Bulk deals, 24/9/2012

Deal DateScrip CodeCompanyClient NameDeal Type *QuantityPrice **
24/9/2012531761Amulya LeasSAMEER GUPTAB19500039.48
24/9/2012531761Amulya LeasRAJESH GUPTAS18804139.46
24/9/2012500013Ansal PropIFCI LTD.S89003727.79
24/9/2012531568Ashutosh PaperSHRIDHAR FINANCIAL SERVICES LIMITEDS10000040.50
24/9/2012531568Ashutosh PaperPANAFIC INDUSTRIALS LTDS11807040.50
24/9/2012531192Associated FinMANYATA MARKETING PRIVATE LIMITEDB10035035.31
24/9/2012531192Associated FinRAMESHWAR LALS7500035.37
24/9/2012509011CHISELSAMIDHA ROMESH KODNANIB100004.46
24/9/2012509011CHISELCOMFORT INTECH LIMITEDS260104.47
24/9/2012509011CHISELMANGALMAYEE HIRISE PRIVATE LIMITEDS101004.46
24/9/2012534691COMFORT COMGAURAV GARGB7000010.31
24/9/2012534691COMFORT COMJAINIL PRAGNESH SANGHVIB6000010.55
24/9/2012531502Esaar IndiaSMITA NITAN CHHATWALS41389553.00
24/9/2012531252Farry IndsPARKES MULTI TRADE PRIVATE LIMITEDB3000022.35
24/9/2012531252Farry IndsTIEN TRADING PRIVATE LIMITEDS4520022.35
24/9/2012509567Goa Carbon-$CROSSEAS CAPITAL SERVICES PRIVATE LIMITEDB6759191.86
24/9/2012509567Goa Carbon-$GAJANAN ENTERPRISESB5541095.74
24/9/2012509567Goa Carbon-$GAJANAN ENTERPRISESS5591095.66
24/9/2012509567Goa Carbon-$CROSSEAS CAPITAL SERVICES PRIVATE LIMITEDS6759191.99
24/9/2012590075Lambodhara Tex-$SANTOSSH RS165000100.01
24/9/2012517449Magna Electo-$OJAS CONSULTING PVT LTDB2362865.50
24/9/2012517449Magna Electo-$SEKHAR SHYAMS2362865.50
24/9/2012531617Osian IndsNEETA NARESH SADRANIB27378112.44
24/9/2012511734Pasupati FinKRISHNAKUMAR RAMCHANDRA MODIB2500018.15
24/9/2012511734Pasupati FinCHARISHMA ENGINEERING LIMITEDS2500018.15
24/9/2012526492Puneet ResinsMURUGU KS3000029.74
24/9/2012511585Regency TrustMEHTA MANISHA RAJNIKANTS5000019.50
24/9/2012531646RFL IntlSANTOSH KUMARB445988.57
24/9/2012511754Shalibhadra FinHINABEN ROMESHBHAI SHAHB5800061.67
24/9/2012511754Shalibhadra FinSANJAY BABULAL PANDYAB9500061.68
24/9/2012511754Shalibhadra FinSANJAY BABULAL PANDYAS6279861.68
24/9/2012511754Shalibhadra FinSHAH ANILBHAI NAGINLALS5800061.65
24/9/2012511754Shalibhadra FinDAVE RAKIN SHIVPRASADS3200061.70
24/9/2012531695SHREYCHEMVISHAL BHARATBHAI SOLANKIB5000074.47
24/9/2012519586SMILAXARCHANA NAVANDERS7000014.84
24/9/2012533001Somi ConveyorJAY SONAWALAS650009.61
24/9/2012533332SUDARFREE INDIA ASSURANCE SERVICES LIMITEDB17300087.52
24/9/2012524470Syncom Form-$PARADISE VYAPAAR PRIVATE LIMITEDB22100050.70
24/9/2012524470Syncom Form-$ANKIT BANKDAS22100050.70
24/9/2012526139Transgene BioSYNDICATE NIRMAN PRIVATE LIMITEDB101823311.69
24/9/2012526139Transgene BioARCADIA SHARE & STOCK BROKERS PVT. LTDB37356011.46
24/9/2012526139Transgene BioBLACKHORSEMEDIA ANDENTERTAINMENT PRIVATELIMITEDB51626011.58
24/9/2012526139Transgene BioARCADIA SHARE & STOCK BROKERS PVT. LTDS46123511.37
24/9/2012526139Transgene BioBLACKHORSEMEDIA ANDENTERTAINMENT PRIVATELIMITEDS43870311.37
24/9/2012526139Transgene BioSYNDICATE NIRMAN PRIVATE LIMITEDS82244611.50
24/9/2012519156Vadilal Inds-$CROSSEAS CAPITAL SERVICES PRIVATE LIMITEDB37915249.98
24/9/2012519156Vadilal Inds-$CROSSEAS CAPITAL SERVICES PRIVATE LIMITEDS37913249.04
24/9/2012531950Vertex SecSK KHEMKAS4195835.19
* B - Buy, S - Sell
** = Weighted Average Trade Price / Trade Price

NSE, Bulk deals,

DateSymbolSecurity NameClient NameBuy / SellQuantity TradedTrade Price /
Wght. Avg.
Price
Remarks
24-Sep-201220MICRONS20 Microns LimitedRUKMANI SALES PRIVATE LIMITEDBUY92,562134.71-
24-Sep-201220MICRONS20 Microns LimitedRUKMANI SALES PRIVATE LIMITEDSELL92,562133.26-
24-Sep-2012ANSALAPIAnsal Properties & Ind LtIFCI LTD.SELL12,68,55627.34-
24-Sep-2012GOACARBONGoa Carbon LtdAJAY ASSET MANAGEMENT PRIVATE LIMITEDBUY68,44796.39-
24-Sep-2012GOACARBONGoa Carbon LtdAJAY ASSET MANAGEMENT PRIVATE LIMITEDSELL62,45396.31-
24-Sep-2012GOACARBONGoa Carbon LtdCROSSEAS CAPITAL SERVICES PVT. LTD.BUY67,72192.00-
24-Sep-2012GOACARBONGoa Carbon LtdCROSSEAS CAPITAL SERVICES PVT. LTD.SELL67,72192.06-
24-Sep-2012HDILHousing Development and ICREDIT SUISSE (SINGAPORE) LIMITED A/C CREDIT SUISSE (SINGAPBUY25,24,23691.14-
24-Sep-2012HDILHousing Development and ICREDIT SUISSE (SINGAPORE) LIMITED A/C CREDIT SUISSE (SINGAPSELL25,07588.48-
24-Sep-2012HDILHousing Development and IGENUINE STOCK BROKERS PVT LTDBUY24,67,95090.26-
24-Sep-2012HDILHousing Development and IGENUINE STOCK BROKERS PVT LTDSELL24,67,95090.31-
24-Sep-2012HOTELRUGBYHotel Rugby LtdSANJAYKUMAR JAIPRAKASH AGARWALSELL1,00,00035.56-
24-Sep-2012HOTELRUGBYHotel Rugby LtdSAVITRIDEVI JAIPRAKASH AGARWALSELL99,00035.55-
24-Sep-2012KFAKingfisher Airlines Ltd.TRANSGLOBAL SECURITIES LTD.BUY54,15,24713.41-
24-Sep-2012KFAKingfisher Airlines Ltd.TRANSGLOBAL SECURITIES LTD.SELL54,15,24713.42-
24-Sep-2012LITLLanco Infratech LimitedSUNTECK WEALTHMAX CAPITAL PRIVATE LIMITEDBUY176,72,44814.99-
24-Sep-2012LITLLanco Infratech LimitedSUNTECK WEALTHMAX CAPITAL PRIVATE LIMITEDSELL175,47,71914.98-
24-Sep-2012MTNLMaha Tel Nigam Ltd.SUR MANGAL HOLDINGS PRIVATE LIMITEDSELL21,50,00037.99-
24-Sep-2012SKUMARSYNFS. Kumars Nationwide LtdSHREE AERAN MARKETING PVT. LTD.BUY17,05,84418.86-
24-Sep-2012SKUMARSYNFS. Kumars Nationwide LtdSHREE AERAN MARKETING PVT. LTD.SELL17,28,58218.81-
24-Sep-2012SUDARSudar Industries LimitedFREE INDIA ASSURANCE SER. LTD.BUY1,35,00087.66-
24-Sep-2012SUDARSudar Industries LimitedMARFATIA NISHIL SURENDRABUY1,00,13484.80-
24-Sep-2012SUDARSudar Industries LimitedMARFATIA NISHIL SURENDRASELL1,00,13486.92-
24-Sep-2012SUDARSudar Industries LimitedPUSHPA JAJOOBUY1,00,00087.00-
24-Sep-2012VADILALINDVadilal Industries LtdCROSSEAS CAPITAL SERVICES PVT. LTD.BUY38,413248.53-
24-Sep-2012VADILALINDVadilal Industries LtdCROSSEAS CAPITAL SERVICES PVT. LTD.SELL38,413249.84-
24-Sep-2012VADILALINDVadilal Industries LtdSHREE NAMAN SECURITIES & FINANCE PVT. LTDBUY58,799251.94-
24-Sep-2012VADILALINDVadilal Industries LtdSHREE NAMAN SECURITIES & FINANCE PVT. LTDSELL52,873251.66-