Oil and Gas - GRMs dip marginally but still remain strong; sector update :: Edelweiss

Brent was unchanged in September, averaging USD114/bbl, as easing liquidity and geopolitical tensions offset high supplies. INR appreciated 2% versus USD led by a slew of reforms starting with fuel price hike. Indian complex GRMs and Singapore GRMs fell USD0.9/bbl and USD2.4/bbl, respectively, after US and Venezuela refineries resumed post temporary shutdowns. Fuel under-recoveries rose MoM due to inventory priced at higher product cracks. On exit rates, under-recoveries in petrol, diesel, LPG and kerosene are INR0.9/lt, INR9.8/lt, INR315/cyl and INR34.4/lt, respectively. Top Picks: Large cap—RIL, BPCL; Mid cap—IGL and PLNG.

Angel Broking - Market Outlook - 05.10.2012

Market Outlook

Angel Broking - Derivatives Report - 05.10.2012

Derivatives Report

Angel Broking - Market Summary - 05.10.2012

Market Summary

Angel Broking - Technical Report - 05.10.2012

Technical Report

Gujarat Gas Sell Target Price: Rs305 :: Centrum

Gujarat Gas

Sell

Target Price: Rs305

CMP: Rs336

Downside: 9.1%

From global to local

GSPC is all set to buy BG’s 65.12% stake in Gujarat Gas (GujGas) for Rs246.4bn. After long negotiations and bidding, GSPC is paying Rs295/share for BG’s stake in GujGas. However, the price paid is at about 12% discount to the closing price on October 3, 2012. Earlier, BG expected higher valuations from the deal but had to settle for less given the regulatory environment for CGD business in India. We remain skeptical on GujGas’ volume growth and hence urge investors to sell in the open offer.

Derivatives Info Kit [For October 04, 2012] Sharekhan

Derivatives Info Kit [For October 04, 2012] Sharekhan www.sharekhan.com

Summary of Contents     DERIVATIVES INFO KIT

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Click here to read report: Derivatives Info Kit

FII DERIVATIVES STATISTICS FOR 04-Oct-2012

FII DERIVATIVES STATISTICS FOR 04-Oct-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	54779	1577.37	29868	863.35	546318	15447.54	714.02
INDEX OPTIONS	313101	9049.41	309279	8883.47	1611180	46627.64	165.95
STOCK FUTURES	44252	1281.48	48346	1439.14	1010601	30154.19	-157.66
STOCK OPTIONS	44055	1366.24	49011	1525.67	50367	1601.45	-159.43
						Total	562.88

 

 

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bse, Bulk deals, 05/10/2012

Deal Date Scrip Code Scrip Name Client Name Deal Type * Quantity Price ** 05/10/2012 524412 Aarey Drugs DEEPIKA JASMIN SHAH S 147,336 50.84 05/10/2012 524412 Aarey Drugs DEEPIKA JASMIN SHAH B 143,970 52.22 05/10/2012 530901 ACIL STARDOM TRADING COMPANY PVT LTD S 1,600,000 .11 05/10/2012 590088 ADINATH BIO PRANALI COMMODITIES PRIVATE LIMITED B 1,752,116 1.3 05/10/2012 530621 Akar Tools HEMENDRA BABULAL SHAH B 29,683 28.87 05/10/2012 531519 Ankush Finstock RAJEEV RAJKUMAR NIROOLA S 48,106 13.35 05/10/2012 531519 Ankush Finstock DHARITA STOCK DEALS PVT LTD B 50,000 13.33 05/10/2012 514332 Anuvin Inds RATANLAL HASTIMAL BOTHRA B 34,850 10.61 05/10/2012 514332 Anuvin Inds KAUSHAL ANIL SHAH HUF S 30,000 10.62 05/10/2012 531467 Arnav Corp AJAY RAVINDRA SHAH S 57,000 12.75 05/10/2012 531467 Arnav Corp AJAY RAVINDRA SHAH B 57,000 12.81 05/10/2012 533163 Arss Infra Proj Quadeye Securities Pvt Ltd S 78,636 61.23 05/10/2012 533163 Arss Infra Proj Quadeye Securities Pvt Ltd B 78,636 61.21 05/10/2012 531568 Ashutosh Paper AYUSHI INFRASTRUCTURE PRIVATE LIMITED S 35,448 57.5 05/10/2012 531192 Associated Fin KASHMIR ARTS B 27,600 36.26 05/10/2012 531591 Bampsl Sec HEMANT GUPTA S 2,057,573 .61 05/10/2012 531591 Bampsl Sec EMPEROR INTERNATIONAL LIMITED B 1,906,360 .61 05/10/2012 531590 Bilpower NIKUNJ ALLOYS AND STEEL PRIVATE LIMITED S 100,000 25.3 05/10/2012 531590 Bilpower RUCHITA SHARMA B 151,365 25 05/10/2012 531590 Bilpower VIJAY GIRJASHANKAR TRIVEDI S 70,000 25.7 05/10/2012 531590 Bilpower VOCATION INV & FIN CO PVT LTD S 100,200 25.25 05/10/2012 531590 Bilpower VOCATION INV & FIN CO PVT LTD B 100,200 25.3 05/10/2012 531590 Bilpower SANDEEP CHOUDHARY B 400,000 25.35 05/10/2012 531590 Bilpower RADIANCE EXIM PVT LTD S 320,618 25.13 05/10/2012 509011 CHISEL SURESH DEVILAL BAGRECHA S 11,710 5.45 05/10/2012 530191 Chromatic India Quadeye Securities Pvt Ltd S 586,908 91.38 05/10/2012 530191 Chromatic India Quadeye Securities Pvt Ltd B 586,908 91.51 05/10/2012 530191 Chromatic India ABHISHEK JAIN HUF S 554,060 91.57 05/10/2012 530191 Chromatic India ABHISHEK JAIN HUF B 554,060 91.47 05/10/2012 531171 Devika Prot SANJAY SHIVAJI JADHAV S 80,000 6.1 05/10/2012 531171 Devika Prot AMIT KRISHNAKANT THAKKER B 80,000 6.18 05/10/2012 532876 EVERONN CROSSEAS CAPITAL SERVICES PRIVATE LIMITED S 174,008 170.15 05/10/2012 532876 EVERONN CROSSEAS CAPITAL SERVICES PRIVATE LIMITED B 174,208 169.58 05/10/2012 531252 Farry Inds MAYANK RASIKLAL KOTADIA B 25,000 26.12 05/10/2012 531820 Finalysis Cred NANDKISHORE DIDWANIA S 29,732 52.55 05/10/2012 531820 Finalysis Cred SAGAR KADAM B 55,000 52.55 05/10/2012 531820 Finalysis Cred MOHD SALIM ABDUL HAKIM KHAN B 28,383 52.55 05/10/2012 500010 HDFC CMP ASIA LIMITED S 14,000,000 762.46 05/10/2012 521016 Indo Count Inds ELM PARK FUND LIMITED B 694,159 9.55 05/10/2012 521016 Indo Count Inds LOTUS GLOBAL INVESTMENT LIMITED S 694,159 9.55 05/10/2012 531841 Indus Finance Corp INVENTURE FINANCE PVT LTD S 46,698 43.54 05/10/2012 506041 Mahesh Agri YOGESH NARAYAN PARDESHI S 4,000 17.15 05/10/2012 530955 MINDVISCAP JILESH NAVINCHANDRA CHHEDA S 66,000 4.95 05/10/2012 532892 Motilal Oswal MOTILAL GOPILAL OSWAL S 11,600,000 122.3 05/10/2012 532892 Motilal Oswal RAAMDEO RAMGOPAL AGRAWAL S 11,600,000 122.3 05/10/2012 532892 Motilal Oswal PASSIONATE INVESTMENT MANAGEMENT PRIVATE LIMITED B 23,200,000 122.3 05/10/2012 531157 Organic Coat SHIVRAM JAGANNATH ANGNE S 41,000 6.51 05/10/2012 531157 Organic Coat R K SHAH HUF B 351,000 7.64 05/10/2012 531157 Organic Coat KRISHNAKANT RATANLAL SHAH B 400,000 7.64 05/10/2012 531157 Organic Coat DHAVAL JANARDAN NANAVATI S 751,000 7.64 05/10/2012 531280 Pankaj Poly RAMAKANT MANGALCHAND GAGGAR B 44,000 9.44 05/10/2012 511734 Pasupati Fin ORION STOCKS LTD B 25,000 19.35 05/10/2012 533093 RAJ OIL SYNDICATE NIRMAN PRIVATE LIMITED S 527,431 7.18 05/10/2012 533093 RAJ OIL SYNDICATE NIRMAN PRIVATE LIMITED B 527,881 7.26 05/10/2012 533093 RAJ OIL BLACKHORSEMEDIA ANDENTERTAINMENT PRIVATELIMITED S 624,548 7.48 05/10/2012 533093 RAJ OIL BLACKHORSEMEDIA ANDENTERTAINMENT PRIVATELIMITED B 624,548 7.93 05/10/2012 512465 Santowin Corp B.K.KHULLAR & CO S 672,050 5.2 05/10/2012 531886 SCOPE IND KRAN PROPERTIES PRIVATE LIMITED B 66,028 13.58 05/10/2012 500387 Shree Cement NALANDA INDIA EQUITY FUND LIMITED S 561,316 3,800.84 05/10/2012 531626 Silver Smith-$ SIDHI NARULA B 30,000 11.76 05/10/2012 531626 Silver Smith-$ BHUSHAN KUMAR NARULA B 30,000 11.76 05/10/2012 531626 Silver Smith-$ B K OVERSEAS LTD S 60,000 11.76 05/10/2012 519586 SMILAX ARCHANA NAVANDER S 65,000 18.54 05/10/2012 522085 Stone India-$ NATIONAL ISURANCE CO LTD S 50,000 26.94 05/10/2012 530867 Suryanagri Fin NEELAM SONTHALIA B 50,000 46.9 05/10/2012 530867 Suryanagri Fin JYOTI VARDHAN SONTHALIA HUF B 50,000 46.9 05/10/2012 530867 Suryanagri Fin BAKLIWAL FINCOM PRIVATE LIMITED B 50,000 46.9 05/10/2012 530867 Suryanagri Fin MANISHA SANJAY AGRAWAL S 150,000 46.9 05/10/2012 514140 Suryavanshi Spin-$ SURYAVANSHI INDUSTRIES LTD S 649,327 12.88 05/10/2012 514140 Suryavanshi Spin-$ JEETENDER KUMAR AGARWAL B 649,327 12.88 05/10/2012 532311 Tutis Tech-$ SANTOSH LALMANI JAISWAR S 105,000 8.13 05/10/2012 531831 Unisys Soft VISHVJYOTI TRADING LIMITE D B 134,950 225.5 05/10/2012 533427 VMS Inds LILYGOLD MERCHANTS PRIVATE LIMITED B 195,963 18.75 05/10/2012 533427 VMS Inds MARU SECURITIES PVT LTD S 200,000 18.75

* B - Buy, S - Sell 
** = Weighted Average Trade Price / Trade Price