27 April 2011

Associated Cement Companies- As good as it can get 􀂄 BofA Merrill Lynch

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Associated Cement Companies
As good as it can get
􀂄 1Q CY11 beats expectations led by cost surprise
ACC reported 1Q CY11 EBITDA at Rs5.6bn, up 172% QoQ. Results were better
than our expectations primarily due to strong cost savings. Operating cost per ton
fell 5% QoQ (down ~Rs8 per bag) versus our expectation of flat costs. Cement
prices for ACC were up as expected by ~Rs19/bag largely in line with the
increase for Ambuja. Volumes also grew ~10% YoY & QoQ. ACC’s EBITDA per
ton improved to ~Rs906/ton vs Rs365/ton in 4Q CY10.

Ultra Tech: Challenging FY12 ahead 􀂃 BNP Paribas

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Challenging FY12 ahead
􀂃 UTCEM reports flat volume growth; realisations drive sales
􀂃 Consolidated net profit beat on tax reversal & high other income
􀂃 EBITDA/t up on q-q basis, higher coal price to reflect from 1Q12
􀂃 Reiterate REDUCE on expensive valuations, negative sector view

ACC Ltd: New Capacity aids growth : BNP Paribas

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New Capacity aids growth
􀂃 Sales up 14% y-y on 10% volume growth, 3% realizations growth
􀂃 EBITDA margins improve q-q on higher pricing & lower costs
􀂃 Capacity expansion at Wadi & Chanda complete, ramp up by 1H11
􀂃 Reiterate REDUCE on expensive valns & a tough sector outlook

FII & DII trading activity on NSE and BSE as on 27-Apr-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-Apr-2011.
FII trading activity on NSE and BSE in Capital Market Segment(In Rs. Crores)
CategoryDateBuy ValueSell ValueNet Value
FII27-Apr-20112153.062864.92-711.86
 
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-Apr-2011.
DII trading activity on NSE and BSE in Capital Market Segment(In Rs. Crores)
CategoryDateBuy ValueSell ValueNet Value
DII27-Apr-20111553.41254.12299.28
 
 


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FII DERIVATIVES STATISTICS FOR 27-Apr-2011

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FII DERIVATIVES STATISTICS FOR 27-Apr-2011 
 BUYSELLOPEN INTEREST AT THE END OF THE DAY 
 No. of contractsAmt in CroresNo. of contractsAmt in CroresNo. of contractsAmt in Crores 
INDEX FUTURES2188466430.412320156815.2672521421218.67-384.86
INDEX OPTIONS2941338601.292769188111.35177485451575.70489.93
STOCK FUTURES2933297849.943078278257.19132531634743.64-407.25
STOCK OPTIONS124435.04204859.1818563517.43-24.14
      Total-326.32
 
 


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27-Apr-2011; NSE, Bulk deals,

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Symbol
Security Name
Client Name
Buy / Sell
Quantity Traded
Wght. Avg. 
Price
AMRUTANJAN
Amrutajan Health Ltd
CROSSEAS CAPITAL SERVICES PVT. LTD.
BUY
1,08,083
725.67
AMRUTANJAN
Amrutajan Health Ltd
CROSSEAS CAPITAL SERVICES PVT. LTD.
SELL
1,08,083
726.54
AMRUTANJAN
Amrutajan Health Ltd
DEEPAK JAGDISHRAM GUPTA
BUY
19,200
732.02
AMRUTANJAN
Amrutajan Health Ltd
DEEPAK JAGDISHRAM GUPTA
SELL
19,200
732.37
AMRUTANJAN
Amrutajan Health Ltd
DEVRATTAN TRADING SOLUTIONS PVT LTD
BUY
21,013
741.04

27/4/2011; BSE, Bulk deals,

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Scrip Code
Company
Client Name
Deal Type *
Quantity
Price **
516020
Agio Paper-$
PRATIK KANTILAL PALEJA
B
32798
7.11
516020
Agio Paper-$
BAFNA EARTH MOVERS LIMITED
S
41000
7.11
590006
Amrutanjan Health-$
CROSSEAS CAPITAL SERVICES PRIVATE LIMITED
B
108023
726.49
590006
Amrutanjan Health-$
A K G STOCK BROKERS PRIVATE LIMITED
B
25926
739.84
590006
Amrutanjan Health-$
A K G SECURITIES AND CONSULTANCY LTD
B
89632
745.83

27-04-2011 ; Client, NRI, Proprietary trading activity

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(Rs. crore)
Clients
Trade Date
Buy
Sales
Net
27-04-2011
2,224.16
2,131.03
93.13
26-04-2011
2,266.63
2,211.92
54.71
25-04-2011
2,011.05
2,022.87
-11.82
Apr , 11
45,433.66
47,773.76
-2,340.10
Since 1/1/11
188,218.70
192,574.13
-4,355.43




(Rs. crore)
NRI
Trade Date
Buy
Sales
Net
27-04-2011
0.98
1.16
-0.17
26-04-2011
0.86
0.72
0.15
25-04-2011
0.70
0.67
0.03
Apr , 11
15.40
20.71
-5.31
Since 1/1/11
85.34
78.72
6.63




(Rs. crore)
Proprietary
Trade Date
Buy
Sales
Net
27-04-2011
538.96
570.59
-31.63
26-04-2011
628.98
597.54
31.45
25-04-2011
518.95
515.76
3.19
Apr , 11
10,311.75
10,014.38
297.37
Since 1/1/11
51,492.44
51,143.52
348.92