05 November 2014

Investor Categorywise Turnover -- 05 Nov 14

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BSE, Bulk deals, 05-Nov-2014

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BSE, Block deals, 05-Nov-2014

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NSE, Bulk deals, 05-Nov-2014

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NSE, BSE closed tomorrow (6 Nov) Gurunank Jayanti

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Scale benefits playing out ; retain Buy on Atul Auto :: Centrum

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Waiting for margins to stabilise… • KEC :: ICICI Securities, PDF link

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HDFC Sec- Market Update 5 Nov 14

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Core remains weak - BOI :: HDFC Sec

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Nifty Technical Levels :: HDFC Sec,link

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Gujarat Pipavav Port SELL -- HDFC Sec

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Technical Stock Pick - Automotive Axles :: HDFC Sec

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Strong set of numbers for Q2FY15 -- Gateway Distriparks :: Kotak Securities

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BUY IDFC:: Kotak Securities

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Whirlpool of India Ltd - Stellar Results; Growth Story Back as we Believed; Result Update Q2FY15 :: Edelweiss, link

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Gateway Distriparks - Volumes Rebound Along With Margin Improvement; Result Update Q2FY15 :: Edelweiss, link

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Godrej Consumer - Domestic Disappoints; Margins to Perk up Further; Result Update Q2FY15 :: Edelweiss, link

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Cholamandalam Investment -Tailwinds Ahead; Result Update Q2FY15 :: Edelweiss, link

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Credit growth robust, tax pinch creeping in • DCB :: ICICI Securities, PDF link

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Bank of India - Operationally stabilising; NPAs to be watched • :: ICICI Securities, PDF link

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Volume headwind across segments • ITC :: ICICI Securities, PDF link

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Takes continuous ATP hikes… • PVR :: ICICI Securities, PDF link

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Strong performance continues… • Apcotex Industries (AIL) :: ICICI Securities, PDF link

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One of the most efficient players in cement midcap space-- JK Lakshmi Cement :: ICICI Securities, PDF link

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Sales volume misses estimate… • NMDC :: ICICI Securities, PDF link

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Beats estimates on nil subsidy payment… • Gail :: ICICI Securities, PDF link

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In-line performance; cost pressure to stay… • ACC :: ICICI Securities, PDF link

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Launches to be major trigger for growth!!! • Mahindra & Mahindra (M&M) :: ICICI Securities, PDF link

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NTPC- Mine cancellation – short-term overhang :: ICICI Securities, PDF link

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NHPC- Unclear Subanshri issue to act as overhang… :: ICICI Securities, PDF link

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Higher realisation leads margin expansion… • Ambuja :: ICICI Securities, PDF link

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Operationally in line, PAT higher due to exceptions • Airtel :: ICICI Securities, PDF link

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Multiples untenable given moderating growth, margin • eClerx :: ICICI Securities, PDF link

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Glenmark, Ex-US growth saves the day… • :: ICICI Securities, PDF link

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SGX Nifty 8,395.00 +5.00; Markets to open slightly UP today

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