30 August 2011

IPO , NCD GMP; Gray Market Preimum :: Aug 30, 2011


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Company Name
Offer Price (Rs)
Expected Listing Price Premium



Vaswani Ind.
52
Discount
Brooks Lab.
100
5 to 6
SRS Ltd.
58
 1 to 2
T. D. Power Systems
256 to 261
Discount
Shriram City Union Bond
1000
1%
Manappuram Finance
1000
0.5%
MuthootFinance
1000
1%
  
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Dividend screen for India:: CLSA

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Dividend screen
With markets down 23% ytd and earnings/dividends not downgraded as
much, the market dividend yield has moved up to 1.7% from the last 5
year average 1.2%. While this is still below-par in the regional context,
21 stocks out of the 130 we cover now offer a 3%+ dividend yield. Of
these, the ones that we like are J&K Bank, Ashok Leyland, ONGC, Oil India
and Sun TV. Tata Motors DVR also offers an attractive dividend yield of
5%.
Market dividend yield is now 1.7%
q Indian markets have never been known to offer high dividend yield given the high
growth / capex mode most of the companies have been. The low capex companies
with a high dividend payout are expensive (FMCG companies), depressing the yield.
q The recent market correction has pushed up the market (Nifty stocks) dividend
yield to 1.7% (FY12) from the last five year average of 1.2%.
q Compared to regional markets, its still significantly lower, but the only time in the
last five years, the dividend yield has been higher was during the GFC, when it had
nearly reached 2%. This is despite the fact that the average dividend payout has
been stable / marginally lower at 23% now.
21 stocks with 3%+ dividend yield
q Of the 130 stocks under coverage, 21 stocks now offer a 3%+ dividend yield. We
hold positive rec on 5 of these. 4 of those 5 have outperformed the markets ytd.
q Among these 21 stocks, 9 stocks have outperformed the market by 9-12% ytd and
the others have underperformed by 2-35% ytd.
The high dividend yield stocks that we like
q Within our coverage, 6 public sector banks offer a 3%+ dividend yield despite our
recent downgrade. Within those, we like J&K Bank.
q Of the 4 auto stocks with 3%+ div yield, we like Ashok Leyland. Tata Motors DVR
with a 5% div yield appears attractive. Tata Motors DVR currently trades at 42%
discount to the TTMT IN and carries slightly higher dividend of Rs0.5/share
q Of the 4 oil PSUs, we like ONGC and Oil India. Among the others, we like Sun TV.
We continue to hold a negative view on the highest dividend yield stocks under
coverage i.e. HCL Info as both its businesses Nokia distribution and computer
hardware appear unexciting.


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BSE, Bulk deals, 30/8/2011

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Deal DateScrip CodeCompanyClient NameDeal Type *QuantityPrice **
30/8/2011511750Ascent EximMAHAVIRSINGH N CHAUHANS373004.53
30/8/2011532435Asia HR TechHEMALI MITESH PUJARAB999994.50
30/8/2011532435Asia HR TechM SARASWATHYS617804.50
30/8/2011530187Atharv EnterMEENAKSHI JATIAB7500019.96
30/8/2011530187Atharv EnterSURBHI BAJORIAB3663919.96
30/8/2011530187Atharv EnterMAPAEX INVESTMENTS PRIVATE LIMITEDS7500019.96
30/8/2011511664BGIL FilmsINDER PALB750005.95
30/8/2011511664BGIL FilmsENAAM SECURITIESB363506.07
30/8/2011511664BGIL FilmsENAAM SECURITIESB409006.10
30/8/2011511664BGIL FilmsENAAM SECURITIESS363505.92
30/8/2011511664BGIL FilmsENAAM SECURITIESS657686.00
30/8/2011511672Clarus FinanceNORFIOX VINCOM PVT LTDB150000101.17
30/8/2011511672Clarus FinanceBRAHAMPUTRA ENTERPRISES LTDB90000101.20
30/8/2011511672Clarus FinanceTRISHUL VINTRADE PRIVATE LIMITEDS100000101.20
30/8/2011511672Clarus FinanceDHANSAGAR VINTRADE PRIVATE LIMITEDS100000101.20
30/8/2011511672Clarus FinanceALANKRIT RETAILS PRIVATE LIMITEDS105400101.20
30/8/2011524590Dinesh AllorgaMARUTI TRADERS AND INVESTORSB3000018.00
30/8/2011524590Dinesh AllorgaPRADHANJI PRATAP THAKORB2200019.30
30/8/2011524590Dinesh AllorgaDEEPA SOMABHAI PATELB2200019.30
30/8/2011524590Dinesh AllorgaJITENDRAKUMAR SOMCHAND MALVIYAB3890018.07
30/8/2011524590Dinesh AllorgaJAYABEN JITENDRAKUMAR MALVIYAB4510017.71
30/8/2011524590Dinesh AllorgaRAKESHKUMAR K PATELB4500019.30
30/8/2011524590Dinesh AllorgaSAFIYUDDIN NURMIYA SAIYADB4500018.06
30/8/2011524590Dinesh AllorgaHARSHAADBHAI HAJI SIRAJBHAI VAHORAB4500019.30
30/8/2011524590Dinesh AllorgaURMILA DINESH SEETHAS15000018.55
30/8/2011524590Dinesh AllorgaDINESH R SEETHAS15000018.61
30/8/2011530337Exelon InfraVIPUL VIRENDRAKUMAR PATELB9000058.80
30/8/2011530337Exelon InfraBHAVNABEN VIRENDRAKUMAR PATELB8000058.70
30/8/2011530337Exelon InfraSHARADBHAI RAMANBHAI JHAVERIB10000059.02
30/8/2011530337Exelon InfraSHAISHIL TUSHARKUMAR JHAVERIB6984858.86
30/8/2011530337Exelon InfraSHARADBHAI RAMANBHAI JHAVERIS10006058.73
30/8/2011530337Exelon InfraSHAISHIL TUSHARKUMAR JHAVERIS11084958.57
30/8/2011530337Exelon InfraVIPUL VIRENDRAKUMAR PATELS9000058.70
30/8/2011530337Exelon InfraDIPAL VIRENDRAKUMAR PATELS8950058.80
30/8/2011530023Fortune FinORANGE MAURITIUS INV. LTDB54870088.00
30/8/2011530023Fortune FinPASHA FINANCE PVT LTDS54900088.00
30/8/2011500204India SecESSAR CAPITAL LIMITEDB4800000060.25
30/8/2011500204India SecESSAR TELEHOLDINGS LIMITEDS4800000060.25
30/8/2011531401Khodiyar IndsDEVESH SHANTILAL CONTRACTORB983265.51
30/8/2011531597Midland PolyBRIJMOHAN CHANDULALS11230025.90
30/8/2011531769PFL InfotechTHE ROYAL BANK OF SCOTLAND N.V.B117500418.69
30/8/2011531769PFL InfotechCLARUS FINANCE AND SECURITIES LIMITEDS67000418.31
30/8/2011513403PM TelelinnksBHAVINI VIJAYKUMAR SHAHS9500049.18
30/8/2011511585Regency TrustMOHAMMED ALI BUDHWANIB19845549.61
30/8/2011511585Regency TrustTRISHLA VYAPAAR PRIVATE LIMITEDS6600049.00
30/8/2011511585Regency TrustFALCON COMPLEX PVT LTDS5300049.02
30/8/2011530525Sheetal DiamMANISHA ASHITBHAI PATELB2500015.41
30/8/2011530525Sheetal DiamRANJAN D TEWARIB2500015.41
30/8/2011526365Shyam Star GemsSHANTABEN DOONGARSHIBHAI PATELS10000018.05
30/8/2011530651Softech InfARVIND DAHYABHAI PRAJAPATIB2500053.40
30/8/2011533540TREE HOUSEA K G SECURITIES AND CONSULTANCY LTDB374066127.40
30/8/2011533540TREE HOUSECROSSEAS CAPITAL SERVICES PRIVATE LIMITEDB383662126.98
30/8/2011533540TREE HOUSEA K G SECURITIES AND CONSULTANCY LTDS374066127.38
30/8/2011533540TREE HOUSECROSSEAS CAPITAL SERVICES PRIVATE LIMITEDS383662127.22
* B - Buy, S - Sell
** = Weighted Average Trade Price / Trade Price

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Mergers & Acquisitions India - Update:: LKP

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Mergers & Acquisitions News

1.      Sanofi May Acquire Majority Stake In Universal Medicare

2.      TOD's Hong Kong Ltd Restructuring Indian Joint Venture

3.      Takeda May Acquire Lupin's Domestic Formulations Business

4.      Nilon's To Acquire Regional Food Processors To Expand Product Portfolio

5.      Wadias To Sell BCL Springs To Japan’s NHK Spring For Rs 200 cr

6.      Warren Buffett To Invest $5B In Bank Of America

7.      DE Shaw-backed SIS Forms JV With Terminix

8.      Tata Chemicals Raising Stake in Canada’s EPM Mining

Mergers & Acquisitions Deals

1.      GVK Acquires Additional 14% In BIAL

2.      Sequoia Ups Stake In Ess Dee Aluminium

3.      Blackstone Buys More Stake In Monnet Ispat For Rs 75 cr

4.      NMDC Buys 50% in Legacy Iron Ore

Private Equity News

1.      Spicejet To Raise Funds From TPG For Aircraft Acquisition

2.      Listed Equipment Maker ACE To Raise Up To $10 mn From PE Investors

3.      SREI Infra Finance To Raise $1bn Fund

4.      Carlyle Group To Invest $26 mn In Jerry Rao’s Value & Budget Housing

5.      Axis PE To Exit Vishwa Infra & Corrtech International

Private Equity Deals

1.      IFC Invests $11.5 mn In Sparkle Port Services

2.      Multiples Invests In Oilfield Equipment Maker-Sara Sae

3.      ChrysCapital Raises Stake To 7.1% In Blackstone-backed NCC

4.      Impresario Raises Rs 48 cr From Mirah Hospitality, Beacon India

Venture Capital News

1.      JiGrahak To Raise $10 mn For Expansion

Venture Capital Deals

1.      Ventureast Invests In Education Startup-InOpen Technologies

2.      IIT-Bombay Education Start-up InOpen Raises $0.5 mn

3.      Nexus Venture Partners Leads $12 mn Series B Round In Druva
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FII DERIVATIVES STATISTICS FOR 30-Aug-2011

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FII DERIVATIVES STATISTICS FOR 30-Aug-2011 
 BUYSELLOPEN INTEREST AT THE END OF THE DAY 
 No. of contractsAmt in CroresNo. of contractsAmt in CroresNo. of contractsAmt in Crores 
INDEX FUTURES1188592939.63979662424.6250786812631.94515.01
INDEX OPTIONS41770710242.383491888553.71190221347558.631688.67
STOCK FUTURES858722091.86653931627.85111309026940.28464.01
STOCK OPTIONS12918296.9412580287.2520850510.549.69
      Total2677.39

 

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