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Asia Oil and Petrochemicals
Petchem pack gains on Naphtha fall
Refining and petrochemicals update
GRMs held on to their ~US$8/bbl levels, as a mild dip in middle distillate
cracks was made up by the inching up of gasoline and fuel oil spreads.
Petchem margins were in an uptrend, with Polyester margins continuing to
rise slowly for the third straight week and with Ethylene increasing its spread
over primary input Naphtha by 15% WoW due to a pullback in Naphtha prices.
Country-specific developments and views
Thailand: Thai downstream stocks have rallied sharply following Thailand's
election results. Stocks are enjoying a relief rally from oversold levels. We
have maintained our optimism through this selldown, and that view is
unchanged. The next material events for these stocks will be 2Q11 results
due out over the next month and the possible emergence of populist policies
that could either cut corporate tax rates or cap refined product prices. Our
preferred names in the space are Thai Oil and Esso Thailand.
Korea: With 2Q11 coming to an end and considering lacklustre share price
movements, we believe much of the negatives on near-term earnings are
behind us. We remain positive on the Korean oil refining sector, with price
cuts coming to an end on 6 July, and we believe a good opportunity to
accumulate is in place. Our numbers are under review.
India: The Government of India (GoI) has provisionally cleared the Cairn-
Vedanta deal, but has imposed stringent preconditions, with the most
important ones being that Cairn India is deemed liable to pay a 20% royalty
and to withdraw its arbitration case against paying a cess at the rate of
Rs2,650/MT on crude production from its Rajasthan block. If accepted,
this would imply an NPV impact of ~US$2.1bn being transferred from Cairn
India (negative impact of Rs49/sh) to ONGC (positive impact of Rs11/sh).
Taiwan: Formosa Group companies should report June sales this week, with
all expected to report a MoM decline due to a plant shutdown and generally
weak PTCM pricing. We also expect 2Q earnings to show a QoQ decline as
most petrochemicals were weaker due to lower demand caused by China
tightening. However, we think a high cash dividend could support the share
price. FPC, NPC, FCFC, and FPCC are scheduled to pay cash dividends of
NT$6.8/sh, NT$4.7/sh, NT$7.5/sh, and NT$3.9/sh, respectively,
representating dividend yields of 6.3%, 6%, 7%, and 3.8%, respectively. Exdividend
dates should start from July 8 to July 15.
Outlook and Strategy
Among Asian stocks, we particularly like S-Oil, Hanwha Chemical and
PTTCH. We also like HPCL/BPCL as plays on the short-to-medium term
subsidy alleviation and longer term strategic shift away from the subsidyridden
petro-retail business.
08 July 2011
FII & DII trading activity on NSE and BSE as on 08-Jul-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 07-Jul-2011. | ||||||||||||||||
|
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 07-Jul-2011. | ||||||||||||||||
|
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FII DERIVATIVES STATISTICS FOR 08-Jul-2011
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FII DERIVATIVES STATISTICS FOR 08-Jul-2011 | |||||||
BUY | SELL | OPEN INTEREST AT THE END OF THE DAY | |||||
No. of contracts | Amt in Crores | No. of contracts | Amt in Crores | No. of contracts | Amt in Crores | ||
INDEX FUTURES | 45541 | 1251.26 | 63715 | 1813.39 | 448602 | 12711.70 | -562.13 |
INDEX OPTIONS | 291519 | 8263.84 | 260571 | 7377.77 | 1249661 | 35368.77 | 886.07 |
STOCK FUTURES | 39735 | 1147.09 | 63208 | 1845.84 | 1099522 | 31264.96 | -698.75 |
STOCK OPTIONS | 14461 | 431.62 | 12642 | 372.20 | 27775 | 779.99 | 59.42 |
Total | -315.39 |
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BSE, Bulk deals, 08/7/2011
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Deal Date | Scrip Code | Company | Client Name | Deal Type * | Quantity | Price ** | ||||
8/7/2011 | 531761 | Amulya Leas | RITESH STOCK BROKING PRIVATE LIMITED | B | 25100 | 45.60 | ||||
8/7/2011 | 531761 | Amulya Leas | RAJESH GUPTA | B | 41914 | 45.50 | ||||
8/7/2011 | 531568 | Ashutosh Paper | HIGH VALUE TRADERS PVT LTD | B | 35000 | 144.49 | ||||
8/7/2011 | 533469 | BIRLAPACIFIC | V P PATEL | S | 1411946 | 22.00 | ||||
8/7/2011 | 500077 | Cable Corp | CLAREVILLE CAPITAL INDIA MASTER FUND LIMITED | B | 1900000 | 29.00 | ||||
8/7/2011 | 500077 | Cable Corp | SWISS FINANCE CORPORATION MAURITIUS LTD | S | 1900000 | 29.00 | ||||
8/7/2011 | 532329 | Danlaw Tech-$ | TIDEL SILK TECHNOLOGIES LIMITED | B | 25000 | 14.00 | ||||
8/7/2011 | 532329 | Danlaw Tech-$ | NIRAVBHAI PAYAL | S | 19074 | 14.00 | ||||
8/7/2011 | 531695 | Dhvanil Chem | MERLIN DEVELOPERS | B | 47600 | 52.50 | ||||
8/7/2011 | 531695 | Dhvanil Chem | SUNNY RASHMIKANT THAKKAR | B | 195700 | 52.50 | ||||
8/7/2011 | 531695 | Dhvanil Chem | RAMESHBHAI BHIMJIBHAI PATEL (HUF) | S | 74900 | 52.50 | ||||
8/7/2011 | 531695 | Dhvanil Chem | ASHABEN PATEL | S | 98500 | 52.50 | ||||
8/7/2011 | 531367 | Dollex Inds | DAIZY AGROTECH PRIVATE LIMITED | S | 305871 | 6.41 | ||||
8/7/2011 | 531601 | GCV SERV | AVICHAL SECURITIES PRIVATE LIMITED | S | 100700 | 57.20 | ||||
8/7/2011 | 530579 | Golden Sec | PUSHPA DEVI CHANDAKL | B | 35000 | 17.55 | ||||
8/7/2011 | 530579 | Golden Sec | ANKUR JHUNJHUNWALA | B | 40000 | 17.55 | ||||
8/7/2011 | 530579 | Golden Sec | BINAY KUMAR JHA | S | 29901 | 17.58 | ||||
8/7/2011 | 530579 | Golden Sec | SENSITIVE AGENCY PRIVATE LIMITED | S | 50377 | 17.55 | ||||
8/7/2011 | 530579 | Golden Sec | ROSY DEAL COMM PVT LTD | S | 36612 | 17.55 | ||||
8/7/2011 | 530579 | Golden Sec | GOODVIWE SALES PRIVATE LIMITED | S | 63000 | 17.55 | ||||
8/7/2011 | 508918 | GREYCELLS | BELA NAISHADH DESAI | B | 150000 | 34.60 | ||||
8/7/2011 | 508918 | GREYCELLS | BELA PROPERTIES PVT LTD | S | 150000 | 34.60 | ||||
8/7/2011 | 509597 | Hardcastle & Waud | ACHAL EXIM PVT LTD | B | 3350 | 479.50 | ||||
8/7/2011 | 509597 | Hardcastle & Waud | GLANCE FINANCE LTD. | S | 3350 | 479.50 | ||||
8/7/2011 | 531505 | Indergiri Fin | SHEETAL DUGAR | B | 34972 | 11.15 | ||||
8/7/2011 | 531505 | Indergiri Fin | SEEMA MITTAL | S | 54972 | 11.13 | ||||
8/7/2011 | 500284 | Lords Chloro | ASHOK KUMAR | B | 200000 | 33.00 | ||||
8/7/2011 | 500284 | Lords Chloro | ALOK DHIR | S | 200000 | 33.00 | ||||
8/7/2011 | 590117 | Mahaveer Infoway-$ | OSS STOCK BROKING PRIVATE LTD | B | 33080 | 25.65 | ||||
8/7/2011 | 590117 | Mahaveer Infoway-$ | OSS STOCK BROKING PRIVATE LTD | S | 30207 | 25.78 | ||||
8/7/2011 | 531597 | Midland Poly | SUDHIR LAKHOTIA | S | 167000 | 27.95 | ||||
8/7/2011 | 532641 | Nandan Exim | CHIRIPAL INDUSTRIES LIMITED | B | 3200000 | 2.78 | ||||
8/7/2011 | 532641 | Nandan Exim | BRIJMOHAN DEVKINANDAN | S | 3200000 | 2.78 | ||||
8/7/2011 | 505355 | NESCO | RKSV SECURITIES INDIA PRIVATE LIMITED | B | 85431 | 697.60 | ||||
8/7/2011 | 505355 | NESCO | A K G SECURITIES AND CONSULTANCY LTD | B | 391191 | 696.96 | ||||
8/7/2011 | 505355 | NESCO | CROSSEAS CAPITAL SERVICES PRIVATE LIMITED | B | 189805 | 695.93 | ||||
8/7/2011 | 505355 | NESCO | CHANDARANA INTERMEDIARIES BROKERS PRIVATE LIMITED | B | 105506 | 694.36 | ||||
8/7/2011 | 505355 | NESCO | CHANDARANA INTERMEDIARIES BROKERS PRIVATE LIMITED | S | 105356 | 695.77 | ||||
8/7/2011 | 505355 | NESCO | CROSSEAS CAPITAL SERVICES PRIVATE LIMITED | S | 190223 | 695.43 | ||||
8/7/2011 | 505355 | NESCO | A K G SECURITIES AND CONSULTANCY LTD | S | 391191 | 697.27 | ||||
8/7/2011 | 505355 | NESCO | RKSV SECURITIES INDIA PRIVATE LIMITED | S | 85431 | 697.44 | ||||
8/7/2011 | 530173 | Oscar Global | MAHAVIRSINGH N CHAUHAN | B | 19001 | 6.90 | ||||
8/7/2011 | 533399 | Paramount Print | MUNJAL S MEHTA | B | 350000 | 21.25 | ||||
8/7/2011 | 533399 | Paramount Print | AJAYKUMAR NARENDRABHAI CHAUDHA | S | 350000 | 21.25 | ||||
8/7/2011 | 505525 | Parichay Invest | SHEETAL LADDHA | B | 6500 | 42.25 | ||||
8/7/2011 | 505525 | Parichay Invest | SURTI BHARAT | B | 7000 | 41.55 | ||||
8/7/2011 | 505525 | Parichay Invest | SANJAY OMPAL SIDHU | B | 15000 | 41.55 | ||||
8/7/2011 | 505525 | Parichay Invest | MAITRY KAMLESH PAREKH | B | 12000 | 43.00 | ||||
8/7/2011 | 505525 | Parichay Invest | KAMLESH BACHUBHAI PAREKH | B | 12000 | 43.00 | ||||
8/7/2011 | 505525 | Parichay Invest | DOMINENT FINCAP SERVICES PRIVATE LIMITED | B | 25050 | 42.54 | ||||
8/7/2011 | 505525 | Parichay Invest | SANJAY OMPAL SIDHU | B | 10000 | 41.55 | ||||
8/7/2011 | 505525 | Parichay Invest | NILESH KUMAR LAHOTI | B | 10050 | 45.85 | ||||
8/7/2011 | 505525 | Parichay Invest | VINOD NATUBHAI PATEL | B | 10000 | 43.00 | ||||
8/7/2011 | 505525 | Parichay Invest | MAYUR NARAYANDAS DARJI | B | 11500 | 43.37 | ||||
8/7/2011 | 505525 | Parichay Invest | RAMCHANDRA MORDHWAI RAM REWAR | B | 11500 | 42.11 | ||||
8/7/2011 | 505525 | Parichay Invest | JYOTI PUKHRAJ BANSAL | B | 22000 | 41.94 | ||||
8/7/2011 | 505525 | Parichay Invest | ASHOK ANANDA KASABE | S | 18850 | 45.84 | ||||
8/7/2011 | 505525 | Parichay Invest | VINOD OMPAL SIDDHU | S | 9300 | 45.85 | ||||
8/7/2011 | 505525 | Parichay Invest | NALINKUMAR NAROTTAMBHAI PALA | S | 6400 | 41.55 | ||||
8/7/2011 | 505525 | Parichay Invest | GOHIL MINABA JAYADIPSINH | S | 9000 | 43.00 | ||||
8/7/2011 | 505525 | Parichay Invest | GOHIL VILASBA ANIRUDHSINH | S | 6000 | 43.00 | ||||
8/7/2011 | 505525 | Parichay Invest | KETANKUMAR N MEHTA | S | 10450 | 43.00 | ||||
8/7/2011 | 505525 | Parichay Invest | NAVINCHANDRA MEHTA | S | 10100 | 43.00 | ||||
8/7/2011 | 505525 | Parichay Invest | MILEE JINESH MEHTA | S | 20250 | 43.00 | ||||
8/7/2011 | 505525 | Parichay Invest | SHWETA AGRAWAL | S | 7400 | 43.00 | ||||
8/7/2011 | 505525 | Parichay Invest | DESAI MAHESH | S | 11700 | 41.55 | ||||
8/7/2011 | 505525 | Parichay Invest | KRUNAL GOPALDAS RANA | S | 17500 | 41.55 | ||||
8/7/2011 | 505525 | Parichay Invest | DEEPAK PANDURANG VIKHAPE | S | 25000 | 41.55 | ||||
8/7/2011 | 500329 | Pentamedia Grap | VIRENDRA KUMAR POONIA | B | 80962 | 1.28 | ||||
8/7/2011 | 500329 | Pentamedia Grap | VESA HOLDINGS | S | 96000 | 1.29 | ||||
8/7/2011 | 503873 | Priyadarshini Spn | SANTOSH BANSAL | B | 64150 | 85.74 | ||||
8/7/2011 | 503873 | Priyadarshini Spn | PRADEEP KUMAR | S | 65000 | 85.75 | ||||
8/7/2011 | 532884 | Refex Refr | NAINA SANJEEV MALHOTRA | S | 93327 | 21.97 | ||||
8/7/2011 | 533470 | RUSHIL DECOR | EXCEL MERCANTILE PRIVATE LIMITED | B | 202629 | 119.34 | ||||
8/7/2011 | 533470 | RUSHIL DECOR | AMBER ENCLAVE PRIVATE LIMITED | B | 154355 | 118.45 | ||||
8/7/2011 | 533470 | RUSHIL DECOR | MILKWAY MERCANTILES PRIVATE LIMITED | B | 79831 | 122.27 | ||||
8/7/2011 | 533470 | RUSHIL DECOR | GENUINE STOCK BROKERS PVT. LTD. | B | 389749 | 121.67 | ||||
8/7/2011 | 533470 | RUSHIL DECOR | TRANSGLOBAL SECURITIES LTD. | B | 114873 | 121.73 | ||||
8/7/2011 | 533470 | RUSHIL DECOR | AMIT MANILAL GALA | B | 190299 | 121.84 | ||||
8/7/2011 | 533470 | RUSHIL DECOR | VIJETA BROKING INDIA PRIVATE LIMITED | B | 120261 | 122.07 | ||||
8/7/2011 | 533470 | RUSHIL DECOR | SHETH BROTHER | B | 85226 | 121.90 | ||||
8/7/2011 | 533470 | RUSHIL DECOR | SOHITABEN MAHESHBHAI PATEL | B | 98506 | 120.33 | ||||
8/7/2011 | 533470 | RUSHIL DECOR | CROSSEAS CAPITAL SERVICES PRIVATE LIMITED | B | 3015195 | 121.59 | ||||
8/7/2011 | 533470 | RUSHIL DECOR | A K G SECURITIES AND CONSULTANCY LTD | B | 2125288 | 121.89 | ||||
8/7/2011 | 533470 | RUSHIL DECOR | SHREE MALLIKARJUN TRADINVEST PRIVATE LIMITED | B | 151000 | 122.35 | ||||
8/7/2011 | 533470 | RUSHIL DECOR | NATVARLAL JETHALAL SALOT | B | 75300 | 121.85 | ||||
8/7/2011 | 533470 | RUSHIL DECOR | MAHENDRA R SANGHAVI HUF | B | 108589 | 121.91 | ||||
8/7/2011 | 533470 | RUSHIL DECOR | MARWADI SHARES AND FINANCE LIMITED | B | 150405 | 120.83 | ||||
8/7/2011 | 533470 | RUSHIL DECOR | MONAL YASHWANTBHAI THAKKAR (HUF) | B | 85991 | 129.61 | ||||
8/7/2011 | 533470 | RUSHIL DECOR | SONAL SHARES INVESTMENT & COMPANY(MEET SUMANBHAI PATEL) | B | 170909 | 114.85 | ||||
8/7/2011 | 533470 | RUSHIL DECOR | CHANDARANA INTERMEDIARIES BROKERS PRIVATE LIMITED | B | 695077 | 120.16 | ||||
8/7/2011 | 533470 | RUSHIL DECOR | MANSUKH SECURITIES & FINANCE LTD | B | 90371 | 120.26 | ||||
8/7/2011 | 533470 | RUSHIL DECOR | R M SHARES TRADING PRIVATE LIMITED | B | 325952 | 119.77 | ||||
8/7/2011 | 533470 | RUSHIL DECOR | NATVARLAL JETHALAL SALOT | S | 75300 | 124.54 | ||||
8/7/2011 | 533470 | RUSHIL DECOR | R M SHARES TRADING PRIVATE LIMITED | S | 325952 | 119.70 | ||||
8/7/2011 | 533470 | RUSHIL DECOR | MARWADI SHARES AND FINANCE LIMITED | S | 150405 | 120.84 | ||||
8/7/2011 | 533470 | RUSHIL DECOR | MANSUKH SECURITIES & FINANCE LTD | S | 90371 | 120.35 | ||||
8/7/2011 | 533470 | RUSHIL DECOR | SONAL SHARES INVESTMENT & COMPANY(MEET SUMANBHAI PATEL) | S | 170909 | 123.27 | ||||
8/7/2011 | 533470 | RUSHIL DECOR | CHANDARANA INTERMEDIARIES BROKERS PRIVATE LIMITED | S | 690627 | 120.77 | ||||
8/7/2011 | 533470 | RUSHIL DECOR | MAHENDRA R SANGHAVI HUF | S | 108589 | 122.73 | ||||
8/7/2011 | 533470 | RUSHIL DECOR | A K G SECURITIES AND CONSULTANCY LTD | S | 2125288 | 121.98 | ||||
8/7/2011 | 533470 | RUSHIL DECOR | CROSSEAS CAPITAL SERVICES PRIVATE LIMITED | S | 3015195 | 121.79 | ||||
8/7/2011 | 533470 | RUSHIL DECOR | BMD EXPORTS PRIVATE LIMITED | S | 187974 | 121.09 | ||||
8/7/2011 | 533470 | RUSHIL DECOR | SHETH BROTHER | S | 85226 | 121.90 | ||||
8/7/2011 | 533470 | RUSHIL DECOR | SOHITABEN MAHESHBHAI PATEL | S | 83506 | 125.39 | ||||
8/7/2011 | 533470 | RUSHIL DECOR | VOLGA INTERNATIONAL LIMITED | S | 104579 | 115.21 | ||||
8/7/2011 | 533470 | RUSHIL DECOR | VIJETA BROKING INDIA PRIVATE LIMITED | S | 120261 | 121.87 | ||||
8/7/2011 | 533470 | RUSHIL DECOR | GENUINE STOCK BROKERS PVT. LTD. | S | 389749 | 121.71 | ||||
8/7/2011 | 533470 | RUSHIL DECOR | AMIT MANILAL GALA | S | 190299 | 122.18 | ||||
8/7/2011 | 533470 | RUSHIL DECOR | MILKWAY MERCANTILES PRIVATE LIMITED | S | 79831 | 121.93 | ||||
8/7/2011 | 533470 | RUSHIL DECOR | PRIYAKANT PUNJILAL MEHTA | S | 105642 | 120.66 | ||||
8/7/2011 | 533470 | RUSHIL DECOR | SHREE MALLIKARJUN TRADINVEST PRIVATE LIMITED | S | 151000 | 120.61 | ||||
8/7/2011 | 533470 | RUSHIL DECOR | TRANSGLOBAL SECURITIES LTD. | S | 116873 | 121.41 | ||||
8/7/2011 | 531886 | SCOPE IND | SREENIVAS REDDY KALLEM | S | 50000 | 19.25 | ||||
8/7/2011 | 523359 | Sharp Inds | KRISHNA TRADE AND COMMERCE PRIVATE LIMITED | B | 140000 | 69.50 | ||||
8/7/2011 | 523359 | Sharp Inds | JALAN CEMENT WORKS LIMITED | S | 118489 | 69.50 | ||||
8/7/2011 | 512048 | SMIL | PRADEEP JAIN | B | 700000 | 31.43 | ||||
8/7/2011 | 512048 | SMIL | NUTAN JAIN | B | 700000 | 31.42 | ||||
8/7/2011 | 530651 | Softech Inf | G CHITRA | S | 20000 | 71.78 | ||||
8/7/2011 | 531373 | Suave Hotels | JAGDISH CHANDER BANSAL AND SONS HUF | B | 100000 | 97.00 | ||||
8/7/2011 | 505854 | TRF-$ | CROSSEAS CAPITAL SERVICES PRIVATE LIMITED | B | 69984 | 427.68 | ||||
8/7/2011 | 505854 | TRF-$ | A K G SECURITIES AND CONSULTANCY LTD | B | 75821 | 431.59 | ||||
8/7/2011 | 505854 | TRF-$ | A K G SECURITIES AND CONSULTANCY LTD | S | 75821 | 431.66 | ||||
8/7/2011 | 505854 | TRF-$ | CROSSEAS CAPITAL SERVICES PRIVATE LIMITED | S | 69984 | 428.50 | ||||
8/7/2011 | 532311 | Tutis Tech-$ | PRIME DYES & CHEMICALS CO.PVT. LTD | B | 90690 | 19.50 | ||||
8/7/2011 | 532311 | Tutis Tech-$ | MANDVIDYES&CHEMICALSCO PVT LTD | S | 91670 | 19.49 | ||||
8/7/2011 | 532677 | Vikash Metal | INDRAVARUN TRADE IMPEX PVT LTD | B | 456500 | 12.60 | ||||
8/7/2011 | 532677 | Vikash Metal | INDRAVARUN TRADE IMPEX PVT LTD | S | 390500 | 12.37 | ||||
* B - Buy, S - Sell | ||||||||||
** = Weighted Average Trade Price / Trade Price |
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