Dewan Housing Finance Deposit: Lock into a 3-year option for high return:: Business Line,

With interest rates declining over the last one month, obtaining post-tax returns that also beat inflation is becoming tougher.

Given this backdrop, investors looking for higher returns may not get them without taking higher risks. Fixed deposit of Dewan Housing Finance is such an option.

How to check Income Tax refund online: rediff

Many people are ignorant about the fact that their tax refund status can be easily ascertained online with a few simple and easy steps by entering the PAN.

The 'Refund Banker Scheme', which was first introduced by the Income Tax Department in Jan 2007, can be used by tax payers all over the nation to view the exact status of their refunds on line at the sitehttps://tin.tin.nsdl.com/oltas/refundstatuslogin.html.

Query Corner: HDFC Bank, Tata communications, UFLEX, GVK, Everonn, Claris, Ambuja Cements :: Business Line

Q2FY13 Result Preview - Still in soft territory :: Edelweiss PDF link

Q2FY13 is expected to be another quarter of weak growth, with Sensex companies expected to post ~4% YoY growth and our coverage universe’s (ex-OMCs) earnings growth coming in at ~9.0%. Overall revenue growth of 14.6% YoY is expected for the coverage universe (ex-OMCs) and 12.7% for Sensex companies (with 13 companies posting >20% growth). The Sensex universe’s EBITDA margins are expected to decline ~239bps, to 17.8%. INR appreciation and reforms initiated by the government in the latter half of Q2FY13 are expected to impact companies with a lag and benefits of the same should accrue in the ensuing quarters.

Sizzling Stocks: Multi Commodity Exchange of India and Essar Oil :: Business Line

Infrastructure, Auto, utilities sector reports ::Kotak Sec

Automobiles: Rough ride ahead
Energy: Domestic gas pricing: Striking the right balance
Infrastructure: NHAI: Getting back on track, but a different track this time

http://www.kotaksecurities.com/pdf/indiadaily/indiadaily03102012ll.pdf

Jindal Steel and Power: Regulatory risks weigh in ::Kotak Sec

Jindal Steel and Power: Regulatory risks weigh in
http://www.kotaksecurities.com/pdf/indiadaily/indiadaily03102012ll.pdf

Pivotals: Infosys, Tata Steel, SBI, Reliance Industries :: Business Line

Oct 7-Top Movers :: Business Line

Colgate-Palmolive India: Book profits :: Business Line

GSPL: Buy :: Business Line

Software and IT Services, telecom sector reports ::Kotak Sec

Technology: 2QFY13E preview - weak quarter for a seasonally strong period
Telecom: 2QFY13E preview - accentuated seasonality, cost control the key
themes


http://www.kotaksecurities.com/pdf/indiadaily/indiadaily03102012ll.pdf

Hathway Cable & Datacom - Uninterrupted reception; visit note; Buy :: Edelweiss PDF link

Hathway Cable & Datacom (HATH IN, INR 233, Buy)

We recently interacted with Mr. G Subramaniam, CFO, Hathway Cable & Datacom (Hathway). The company is confident of seeding boxes within the October 31 deadline. It is well placed for digitisation as 75% of its subscriber base lies in Phase 1 & 2 areas. However, the full benefit of digitisation on subscription revenues in Phase 1 will be apparent only from Q1FY14 (lag of two quarters). With rapid digital subscriber additions, Hathway continues to execute the best amongst all MSOs. Maintain ‘BUY’.

HCL Technologies: Secret sauce of HCLT's margins ::Kotak Sec

HCL Technologies: Secret sauce of HCLT's margins

http://www.kotaksecurities.com/pdf/indiadaily/indiadaily03102012ll.pdf

HOLD Redington India:: TP: INR 90.00 ::Religare research

Macro weakness persists; expect a muted quarter
We interacted with the REDI management for a business update on operations. Key takeaways are: 1) India business muted on sluggish government/ corporate business even as retail demand is largely unaffected and 2) Apple continues to do well for REDI, while Blackberry remains steady. While valuations have moderated (9x FY13E P/E), we believe macro conditions remain tough and REDI could see another muted quarter with slower-than-usual seasonality. Key trigger, in our view, would be deal announcements with other top smartphone vendors (most notably iPhone).

SML ISUZU LIMITED (SIL) TARGET Rs.472 ::Sushil Finance Research

Strategically Increasing Presence in Niche Category of MCV
SIL was primarily present in the cargo segment with a blend of 63:37 (FY07) between its cargo (GC)
and passenger carriers (PC). Given the volatility in the GC segment and its huge dependence on the
economic activities, the company strategically moved towards high margin and less volatile PC in
order to improve its margins and thereby protect itself from the downturn in the CV industry. In
FY12, the company lost market share due to some supply constraints with regards to chassis frame
& bus body availability, which is no more a concern, thus, starting FY13, the company’s bus sales
(7.5–12 tons) recorded an increase of 43% YTD vs. industry’s 23% (+248 bps market share). With
challenging macro environment, going forward we expect the share of PC to increase from 48% in
FY12 to 54% by FY14E. Overall, we expect the MCV contribution to total sales to increase from 63%
in FY12 to 68% by FY14E driven by product up-gradations & innovations.

Index Outlook: Sensex tantalises at 19,000 ::Business Line