05 December 2014

Dec 5th -Monte Carlo IPO - GMP, Kostak: Grey Market Premium

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Monte Carlo IPO: Oversubscribe 7.83x; retail 6.96x, HNI 1.71x; QIB 13.96x

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NSE, Block deals. 05-Dec-2014

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NSE, Bulk deals, 05-Dec-2014

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SAIL Offer For Sale- Final oversubscription 2.08x. Retail 2.7x; indicative price: Rs 83.88

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Investor Categorywise Turnover - 05 Dec 14

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BSE, Block deals, 05/12/2014

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BSE, Bulk deals, 05/12/2014

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Infosys - Two pronged strategy for revival : HDFC Securities

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Fri Dec 05, 2014 -Market Wrap Up : HDFC Sec,

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SAIL OFS IPO oversubscribe 2.026 x; retail 2.58x; non-retail-1,96x

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Monte Carlo IPO oversubscribe 7.58x As on 05-Dec-2014 17:00:00 IST

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SAIL OFS oversubscribe 1.6x; Indicative price 83.75x at 05-Dec-2014 15:05:00 hrs

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5 Dec: Monte Carlo IPO GMP keeps Falling... Apply at own RISK!!

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SAIL OFS as on 05-Dec-2014 14:25:00 hrs - 69.31% subscribed

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Monte Carlo IPO oversubscription crosses 4x (at 4.2x at 2pm India time)

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Monte Carlo IPO oversubscribed 3.03x at As on 05-Dec-2014 13:00:00 IST

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SAIL OSF at 05-Dec-2014 13:35:00 hrs

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OFFER FOR SALE Steel Authority of India Limited 05th December 2014, 9:15 a.m. - 3:00 p.m.

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Monte Carlo IPO oversubscribe 2.44x As on 05-Dec-2014 12:00:00 IST

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SAIL OFS update: Retail price:83.40; Subscribe 21.62%

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Mid-Cap Marvels - December 2014 :: Edelweiss PDF link

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Apollo Tyres Ltd - No Rolling Resistance; Initiating Coverage :: Edelweiss PDF link

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Suprajit Engineering Ltd - Chanting Exports; Initiating Coverage :: Edelweiss PDF link

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MRF Ltd - Diversified Behemoth; Initiating Coverage :: Edelweiss PDF link

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Buy Bombay Dyeing and Hindustan Zinc: HDFC Securities - Technicals

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Bosch Ltd - Future Needs a Past; Initiating Coverage :: Edelweiss PDF link

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Annual Report Analysis - Jubilant FoodWorks :: Edelweiss PDF link

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Mahindra & Mahindra Financial Services - Recovery Still Some Time Away ... :: Edelweiss PDF link

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Infosys - Renew; Learn New Mantra for Success; Company Update :: Edelweiss PDF link

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Nifty technical levels: HDFC Securities - link

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Governments disinvestment plan to begin with SAIL: HDFC Securities

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Indian Markets Update 5 Dec: HDFC Securities

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Infosys: Solid progress on metrics important for turnaround :: Kotak Sec, links

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Solid progress on metrics important for turnaround. The encompassing theme at
Infosys’ analyst meet was ‘renew the core (traditional services) and innovate in new
businesses’. Achieving the strategic roadmap will require investments, specifics of which
and associated impact on margins will be shared in April 2015. We picked up
encouraging progress on key metrics important for growth acceleration. We incorporate
KIE economist’s revised Re/USD rate, resulting in 1-5% EPS increase for FY2015-17E.
TP increases to `2,350 due to rollover to September 2016 earnings and EPS upgrade.


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Fifth Bi-monthly Monetary Policy Statement, 2014-15 :: IndiaNivesh, links

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Monthly Auto Numbers Hero MotoCorp Ltd.: Total Sales up by 3.2% YoY, target achieved, maintain Hold; Bajaj Auto Ltd.: Total sales remain flat YoY; 24% growth in export volume offsetting lower domestic volume, Maintain BUY; Tata Motors: Total sales up by 2% YoY, Not rated; Ashok Leyland Ltd.: Total sales jump by 44% YoY, Maintain neutral :: IndiaNivesh, links

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Visit Note | Atul Auto Ltd. :: IndiaNivesh, links

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Global Market Update :: IndiaNivesh, links

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Auto Monthly - Decent performance :: IndiaNivesh, links

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Axis Bank: A steady performer :: Kotak Sec, links

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A steady performer. Our analysis of Axis Securities shows that a large share of
disbursements in retail (~60%) is originated from this subsidiary. Growth should remain
buoyant in the retail portfolio in the medium term as the bank is building scale with
distribution of retail assets increasing across its branches. Despite the recent
outperformance, we continue to like the transformation that we are seeing in the bank,
which initially was reflected in liabilities and now moving towards loans. Maintain ADD
with TP increased to `525 (from `430 earlier).


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Accumulate Infosys Technologies :: Kotak Sec, links

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Energy: Almost there :: Kotak Sec, links

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Almost there. We revise our estimates of OIL and ONGC to factor in lower global
crude price assumptions and weaker currency forecasts of our economics team. We
retain our ADD rating on ONGC and our BUY rating on OIL with revised target prices of
`420 (-2%) and `700 (-3%) respectively, as we see scope for rerating of earnings and
valuation multiples while noting catalysts from (1) clarity on subsidy-sharing mechanism
and (2) potential reduction in subsidies on cooking fuels.


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HDFC/LICHF: Borrowing cost declines sharply :: Kotak Sec, links

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Borrowing cost declines sharply. Bond borrowing rates for high-rated housing finance
companies and NBFCs have declined by about 60 bps in the past two months. Incremental spreads
in the housing loan segment have expanded sharply as lending rates are stable. This decline puts
housing finance companies in a strong footing even as we expect home loan rates to moderate.
We raise estimates, increase TPs for HDFC to `1,210 (from `1,100) and LICHF to `450 (from
`375). Post the sharp rally, we downgrade LICHF to ADD from BUY. Retain ADD on HDFC.


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Accumulate ITC :: Kotak Sec, links

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Preferred picks -Dec 2014 :: Kotak Sec, links

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5 Dec - Economy News :: Kotak Securities

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Max India: Diversified but best bet in life insurance space :: Kotak Sec, links

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Diversified but best bet in life insurance space. Max Life (74% of the value in Max
India) will drive superior returns on embedded value or RoEV (16-18%) due to a strong
agency force, banking partner, high persistency and mature traditional business. Max
Healthcare’s shifting focus to profitability from investment offers earnings visibility. Other
businesses may stay in the investing phase in the near term and will be a drag on earnings
and profitability. We initiate coverage with an ADD rating and target price of `450

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Monte Carlo IPO GMP keeps Falling... Apply at own RISK!!

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INFY 12-5-2014 Recommendation ACCUMULATE Target Price Rs. 2239 :: Kotak Securities, link

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SAIL Offer for Sale (OFS) open- please apply online or contact broker to place bid

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