27 January 2011

BUY Deepak Fertilisers Q3FY11; Strong performance of chemical segment; Target: Rs 250 : Emkay

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Deepak Fertilisers
Strong performance of chemical segment continues


BUY

CMP: Rs 157                                       Target Price: Rs 250

n     Q3FY11 APAT at Rs 446 mn (+28%yoy) was in line with estimates. APAT is adjusted for asset restructuring cost
n     Chemical EBIT margins at 30% were driven by higher chemical prices - Methanol prices up 40% qoq, IPA and TAN also remain strong
n     Fertiliser margins at 3% were adversely affected due to lower raw material availability
n     Maintain healthy outlook on chemical segment margins in the near future. New TAN plant to drive revenues / profits in FY12. Reiterate BUY

Essel Propack Q3FY11 Result Update; Only Hiccups, BUY; Target: Rs 72: Emkay

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Essel Propack
Only Hiccups, Target Intact, Maintain BUY


BUY

CMP: Rs 56                                        Target Price: Rs 72

n     Essel Propack (EPL) achieves revenue (Rs3.6 bn, up 19.2% yoy) and APAT (Rs156 mn, up 152% yoy) estimates, but misses Ebidta expectations – records 210 bps qoq decline
n     Capacity constraints in China and India resulting in outsourcing, whereas Europe and Americas remain impacted by low utilization translating into lower growth and Ebit loss
n     Outlook for FY12E- (1) 12-13% revenue growth (2) 20% Ebidta margin and (3) higher utilization in Europe and Americas
n     Revise earnings by -12.3% for FY11E and -2.3% for FY12E - Maintain BUY with revised target price of Rs72/Share

FII & DII trading activity on NSE and BSE as on 27-Jan-2011

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FII trading activity on NSE and BSE on Capital Market Segment
The following is combined FII trading data across NSE and BSE collated on the basis of trades executed by FIIs on 27-Jan-2011.
FII trading activity on NSE and BSE in Capital Market Segment(In Rs. Crores)
CategoryDateBuy ValueSell ValueNet Value
FII27-Jan-20114176.535827.94-1651.41
Domestic Institutional Investors trading activity on NSE and BSE on Capital Market Segment
The following is combined Domestic Institutional Investors trading data across NSE and BSE collated on the basis of trades executed by Banks, DFIs, Insurance, MFs and New Pension System on 27-Jan-2011.
DII trading activity on NSE and BSE in Capital Market Segment(In Rs. Crores)
CategoryDateBuy ValueSell ValueNet Value
DII27-Jan-20111325.111580.7-255.59
 

FII DERIVATIVES STATISTICS FOR 27-Jan-2011

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FII DERIVATIVES STATISTICS FOR 27-Jan-2011 
 BUYSELLOPEN INTEREST AT THE END OF THE DAY 
 No. of contractsAmt in CroresNo. of contractsAmt in CroresNo. of contractsAmt in Crores 
INDEX FUTURES2003225667.392418286839.1937703010568.05-1171.80
INDEX OPTIONS36705610276.802995438492.47132047736991.311784.33
STOCK FUTURES3210298247.793216038287.86111161128186.17-40.07
STOCK OPTIONS6403192.696128182.904648131.879.79
      Total582.25

 

 

BSE, Bulk deals, 27/1/2011

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Scrip Code
Company
Client Name
Deal Type *
Quantity
Price **
532331
Ajanta Pharma
CROSSEAS CAPITAL SERVICES PRIVATE LIMITED
B
135282
228.28
532331
Ajanta Pharma
CROSSEAS CAPITAL SERVICES PRIVATE LIMITED
S
134450
227.84
532114
Alchemist Rlty
VARINDER PAL SINGH HUF
B
600000
12.62
532114
Alchemist Rlty
AMANDEEP
S
600000
12.62
524760
Arvind Intl
JITENDRAKUMAR S MALAVIYA
S
52001
18.96
505029
Atlas Cycle
RKSV SECURITIES INDIA PRIVATE LIMITED
B
22773
254.56

NSE, Bulk deals, 27-Jan-2011

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Symbol

Security Name
Client Name
Buy / Sell
Quantity Traded

Wght. Avg. 
Price

AEGISCHEM
Aegis Logistics Ltd
INDIA CAPITAL MARKETS PRIVATE LIMITED
BUY
1,80,000
294.78

AJANTPHARM
Ajanta Pharma Ltd
CROSSEAS CAPITAL SERVICES PVT. LTD.
BUY
1,35,469
227.80

AJANTPHARM
Ajanta Pharma Ltd
CROSSEAS CAPITAL SERVICES PVT. LTD.
SELL
1,35,469
228.53

ATLASCYCLE
Atlas Cycles (Haryana) Lt
CROSSEAS CAPITAL SERVICES PVT. LTD.
BUY
98,468
253.84

ATLASCYCLE
Atlas Cycles (Haryana) Lt
CROSSEAS CAPITAL SERVICES PVT. LTD.
SELL
98,468
254.17

BHAGWATIHO
Bhagwati Banquets and Hot
REGENT FINANCE CORPORATION PVT. LTD.
BUY
2,75,000
107.95

BILPOWER
Bilpower Limited
CROSSEAS CAPITAL SERVICES PVT. LTD.
BUY
1,06,884
136.17

NSE, Bulk deals, 27-Jan-2011

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Symbol

Security Name
Client Name
Buy / Sell
Quantity Traded

Wght. Avg. 
Price

AEGISCHEM
Aegis Logistics Ltd
INDIA CAPITAL MARKETS PRIVATE LIMITED
BUY
1,80,000
294.78

AJANTPHARM
Ajanta Pharma Ltd
CROSSEAS CAPITAL SERVICES PVT. LTD.
BUY
1,35,469
227.80

AJANTPHARM
Ajanta Pharma Ltd
CROSSEAS CAPITAL SERVICES PVT. LTD.
SELL
1,35,469
228.53

ATLASCYCLE
Atlas Cycles (Haryana) Lt
CROSSEAS CAPITAL SERVICES PVT. LTD.
BUY
98,468
253.84

ATLASCYCLE
Atlas Cycles (Haryana) Lt
CROSSEAS CAPITAL SERVICES PVT. LTD.
SELL
98,468
254.17

BHAGWATIHO
Bhagwati Banquets and Hot
REGENT FINANCE CORPORATION PVT. LTD.
BUY
2,75,000
107.95

BILPOWER
Bilpower Limited
CROSSEAS CAPITAL SERVICES PVT. LTD.
BUY
1,06,884
136.17

Clients, NRI, Proprietary trading activity, 27-01-2011

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(Rs. crore)
Clients
Trade Date
Buy
Sales
Net
27-01-2011
2,340.85
2,243.45
97.4
25-01-2011
2,347.58
2,352.33
-4.75
24-01-2011
2,040.65
1,986.92
53.73
Jan , 11
41,415.42
41,294.03
121.39
Since 1/1/11
41,415.42
41,294.03
121.39




(Rs. crore)
NRI
Trade Date
Buy
Sales
Net
27-01-2011
1.92
0.24
1.68
25-01-2011
0.62
0.52
0.09
24-01-2011
0.74
0.73
0.01
Jan , 11
23.2
23.78
-0.57
Since 1/1/11
23.2
23.78
-0.57




(Rs. crore)
Proprietary
Trade Date
Buy
Sales
Net
27-01-2011
622.91
639.51
-16.6
25-01-2011
639.38
667.97
-28.59
24-01-2011
542.06
538.17
3.88
Jan , 11
12,044.83
12,229.29
-184.46
Since 1/1/11
12,044.83
12,229.29
-184.46