25 June 2012

Citi Research: Monsoon Watch – Clear Skies, Cloudy Outlook



India Macro View
Monsoon Watch – Clear Skies, Cloudy Outlook
 Monsoons Kick Off on a Dismal Note — The second estimates by the Indian Met
Dept predict rainfall for the season as “Normal” or 96% of the Long Period Average (v/s
99% as per the first estimate). However, monsoons have kicked off slowly, with cumulative rainfall from (June 1-20) being 26% below normal. A quick recap - India’s
Rohini Malkani
monsoon season, which runs through June-September, largely determines the
outcome of the summer (kharif) crop – which accounts for ~50% of total output. In addition to quantum, the temporal and spatial distribution of rainfall is also key. However, all is not lost, as the crucial month for sowing is July. (IMD predicts rainfall in July and August at 98% and 96% of LPA.)


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Stocks in News : 25 June: Edelweiss



 Stocks in News
Bankers ready to throw HCC a INR 15bn lifeline (ET)
In a first, SAIL offers to pay for its security; to pay INR 2 bn to fund CRPF presence at iron ore mine in Red-hit Chhattisgarh (ET)
Coal India increases prices in select blocks by 10-15% (ET)
Maharastra state power generation company moves CCI against Coal India (BS)
Govt stake sale in 6 PSUs a step closer; RINL’s IPO in July (BS)



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Edelweiss Technical Reflection (ETR) 25 June


Edelweiss Technical Reflection (ETR)
After a largely bullish session on Thursday, the markets struggled to hold onto the gains on Friday as the index slipped marginally lower to end at 5146. Weak global cues led to a negative opening below 5100 mark and saw the bulls struggle to overcome the losses multiple times but they finally managed to register some gains and keep their head above 5100. Nifty has formed an inside bar pattern i.e. it has traded within the range of the previous session, hence the boundaries of 5171 and 5093 will act as important trigger points for further direction.Volumes were higher relative to the average of the past few sessions and the breadth was marginally in favour declines. Momentum oscillators are bullish on the daily chart underlining the short=term uptrend, however on the hourly chart are showing signs of weakening which could the index lower if price action does not improve quickly. On the weekly charts, Nifty has registered its third consecutive gain after rallying swiftly from its 200-week SMA. This week is likely to see further choppy price action on the back of June series derivative settlement and could trade in a wide range of 5300 to 5000. We recommend a cautiously bullish stance as the bulls could possibly break above the 5200 barrier to target the 61.8% retracement level of 5300 as long as they are pivoted above the 200 SDMA of 5075 on a daily closing basis.
Most of the sectoral indices managed to end the day with mild losses with the exception of Realty (+0.41%) and Auto (+0.10%) indexes. The losers of the day were Metals (-1.48%), Cap Goods (-0.63&) and IT (-0.24%) indices. Mid-cap and Small-cap indices managed to outperform their frontline peer with minor gains of 0.13% and 0.04% respectively.
Bullish Setups: TATA, HUVR, HMCL, HPCL, DRRD, SBIN
Bearish Setups: COAL, TCS, MSIL, HDFC

Regards,
Edelweiss Research


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Mutual Gains [June 25, 2012] Sharekhan PDF link



Mutual Gains
[June 25, 2012] 
Summary of Contents
MUTUAL GAINS
Sharekhan's top equity mutual fund picks


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FII & DII trading activity across NSE and BSE 25-06-2012


CategoryBuySellNet
ValueValueValue
FII1404.141251.04
153.1
DII773.18747
26.18

 


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BlackRock : 5 Reasons To Underweight India



A new paper from the BlackRock Investment Institute, “When the Elephant Gets Sick: India at a Crossroads,” elaborates on these downsides of the Indian economy and offers a few more. Here’s the paper’s list of five things currently wrong with the Indian economy.
1. Fiscal and current account deficits are hurting India’s capacity to finance growth.
2. High inflation and a weak rupee currency limit the Reserve Bank of India’s (RBI) maneuvering room to cut interest rates, and current relatively high interest rates put a damper on economic activity.
3. Policy-making is slow-moving and erratic (thanks to a logjam of bills and official probes), and the probability of much-needed reforms in the near future is low.
4. Domestic consumption underpins India’s 7% economic growth, but there are signs it’s faltering.
5. As India is a major oil importer and is the world’s No. 2 gold consumer, the country’s current account can be negatively impacted by energy and gold prices.


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Eagle Eye (equities) [For June 25, 2012] Sharekhan PDF link


Eagle Eye (equities)
[For June 25, 2012]
 Summary of Contents
 
PUNTER'S CALL
Stuck in a rangeThe Nifty has closed in the negative today. It is however expected to head higher till 5220 with support around 5093 in the short term...
SMART CHART CALLS
 
New
Stock Update
Book
Profit
Profit Booked
TPB
Stopped Out
Exit
Bajaj Auto
Bharat Forge
Andhra Bank
   
 

MOMENTUM CALLS
 
Click here to read report: EagleEye



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Eagle Eye (equities) [For June 25, 2012] Sharekhan PDF link


Eagle Eye (equities)
[For June 25, 2012]
 Summary of Contents
 
PUNTER'S CALL
Stuck in a rangeThe Nifty has closed in the negative today. It is however expected to head higher till 5220 with support around 5093 in the short term...
SMART CHART CALLS
 
New
Stock Update
Book
Profit
Profit Booked
TPB
Stopped Out
Exit
Bajaj Auto
Bharat Forge
Andhra Bank
   
 

MOMENTUM CALLS
 
Click here to read report: EagleEye



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FII DERIVATIVES STATISTICS FOR 25-Jun-2012



FII DERIVATIVES STATISTICS FOR 25-Jun-2012 
 BUYSELLOPEN INTEREST AT THE END OF THE DAY 
 No. of contractsAmt in CroresNo. of contractsAmt in CroresNo. of contractsAmt in Crores 
INDEX FUTURES1578104034.331605704106.8162659915624.37-72.48
INDEX OPTIONS80024320444.5479056020227.49194156049628.98217.05
STOCK FUTURES1945934808.972004135075.5998708024361.59-266.63
STOCK OPTIONS552471455.43548701449.87549021419.825.56
      Total-116.49

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NSE, Bulk deals, 25-Jun-2012


DateSymbolSecurity NameClient NameBuy / SellQuantity TradedTrade Price /
Wght. Avg.
Price		Remarks
25-Jun-2012ARSSINFRAARSS Infra Proj. LtdBharat PatelBUY1,52,00040.58-
25-Jun-2012ARSSINFRAARSS Infra Proj. LtdBharat PatelSELL1,52,00040.15-
25-Jun-2012ARSSINFRAARSS Infra Proj. LtdCHETAN RASIKLAL SHAHBUY79,66440.50-
25-Jun-2012ARSSINFRAARSS Infra Proj. LtdCHETAN RASIKLAL SHAHSELL67,13440.58-
25-Jun-2012ARSSINFRAARSS Infra Proj. LtdGAJANAN ENTERPRISESBUY1,39,33840.91-
25-Jun-2012ARSSINFRAARSS Infra Proj. LtdGAJANAN ENTERPRISESSELL1,19,35740.44-
25-Jun-2012ARSSINFRAARSS Infra Proj. LtdHRIDAYNATH CONSULTANCY PRIVATE LIMITEDBUY4,03,65040.48-
25-Jun-2012ARSSINFRAARSS Infra Proj. LtdIFCI LTD.SELL8,50,00040.63-
25-Jun-2012ARSSINFRAARSS Infra Proj. LtdYES EQUITIES PRIVATE LIMITEDBUY1,56,40340.66-
25-Jun-2012ARSSINFRAARSS Infra Proj. LtdYES EQUITIES PRIVATE LIMITEDSELL11,14240.32-
25-Jun-2012HDILHousing Development and IGENUINE STOCK BROKERS PVT LTDBUY50,73,07384.15-
25-Jun-2012HDILHousing Development and IGENUINE STOCK BROKERS PVT LTDSELL50,73,07384.19-
25-Jun-2012PEARLPOLYPearl Polymers LtdAMIT SETHBUY3,32,0009.55-
25-Jun-2012PEARLPOLYPearl Polymers LtdPEARL APARTMENTS LTDSELL3,25,0009.54-
25-Jun-2012SURYALAXMISuryalakshmi Cotton MillsGandiv Investment Pvt LtdBUY72,50061.37-
25-Jun-2012THINKSOFTThinksoft Global Ser LtdCROSSEAS CAPITAL SERVICES PVT. LTD.BUY53,45072.42-
25-Jun-2012THINKSOFTThinksoft Global Ser LtdCROSSEAS CAPITAL SERVICES PVT. LTD.SELL53,45072.63-


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BSE, Bulk deals, 25/6/2012



Deal DateScrip CodeCompanyClient NameDeal Type *QuantityPrice **
25/6/2012533163Arss Infra ProjCHETAN RASIKLAL SHAHB11708040.10
25/6/2012533163Arss Infra ProjHRIDAYNATH CONSULTANCY PRIVATE LIMITEDB33425740.52
25/6/2012533163Arss Infra ProjYES EQUITIES PRIVATE LIMITEDB18380040.60
25/6/2012533163Arss Infra ProjBHARAT JAYAMTILAL PATELB12500040.74
25/6/2012533163Arss Infra ProjSETU SECURITIES PVT LTDB7500040.40
25/6/2012533163Arss Infra ProjVORA FINANCIAL SERVICES PRIVATE LIMITEDB10706640.72
25/6/2012533163Arss Infra ProjGAJANAN ENTERPRISESB8442440.77
25/6/2012533163Arss Infra ProjBHARAT JAYAMTILAL PATELS12500040.15
25/6/2012533163Arss Infra ProjVORA FINANCIAL SERVICES PRIVATE LIMITEDS10956640.61
25/6/2012533163Arss Infra ProjIFCI LTD.S73300040.68
25/6/2012533163Arss Infra ProjCHETAN RASIKLAL SHAHS9756240.36
25/6/2012524760Arvind Intl-$PIYUSH SECURITIES PVT. LTD.B7858415.00
25/6/2012530355Asian OilfieldYOGESH SHASHIKUMAR SAVADEKARS10200022.19
25/6/2012531591Bampsl SecM D GUPTAB16012811.17
25/6/2012531591Bampsl SecHEMANT GUPTAB16856001.19
25/6/2012531591Bampsl SecPARVEEN KUMARS18000001.19
25/6/2012512301Chambal BrewJAYANT SECURITY & FINANCELTDB3800079.08
25/6/2012512301Chambal BrewRAVI OMPRAKASH AGRAWALS10000079.07
25/6/2012531358Choice IntlANIL ANANT MAHADIKS4052536.90
25/6/2012531820Finalysis CredPANKAJ JAYANTILAL DAVEB3790066.08
25/6/2012531820Finalysis CredPANKAJ JAYANTILAL DAVEB2930065.87
25/6/2012514394Gee El WoollensSUNDEEP CREDITS PVT LTDB7000031.00
25/6/2012514394Gee El WoollensSORUS POWER PVT LTDB4000030.95
25/6/2012514394Gee El WoollensDEEPAK AGRAWALS4000030.95
25/6/2012514394Gee El WoollensSURESH MITHALAL MEHTA HUFS4000031.00
25/6/2012514394Gee El WoollensRAKESH MISHRIMAL MEHTA HUFS3000031.00
25/6/2012526717Gopala PolyPRAMOD NARAYAN MALUB2000004.17
25/6/2012526598Gujarat Narm FlyPUNAIBEN MANILAL GADAS5350048.86
25/6/2012511682IFL PromotersADVANCE INDIA SHARES AND SECURITIES PRIVATE LIMITEDS1053004.95
25/6/2012511682IFL PromotersNORTH INDIA SECURITIES PVT LTDS960004.96
25/6/2012514312Jaihind SynVINOD RAMB10250015.25
25/6/2012514312Jaihind SynMAHESH PODDARS9196915.25
25/6/2012524270Magna ColorsMAHESH PODDARB6400022.20
25/6/2012531453Mohit Inds-$VINODKUMAR B TIBREWALAB10350048.95
25/6/2012505525Parichay InvestPATEL DIPAL VIRENDRAKUMARB9912188.21
25/6/2012505525Parichay InvestVIPUL VIRENDRAKUMAR PATELS7900188.31
25/6/2012505525Parichay InvestJINAL YOGESHBHAI MODIS6000187.92
25/6/2012515043Saint GobainVORA FINANCIAL SERVICES PRIVATE LIMITEDB59802439.57
25/6/2012515043Saint GobainVORA FINANCIAL SERVICES PRIVATE LIMITEDS61681439.95
25/6/2012530219SHREEYASHB M TRADERSB3000029.95
25/6/2012531695SHREYCHEMTOGADIYA HARESHBHAI MADHABHAIB4659160.86
25/6/2012532874Suryachakra PowASHWINBHAI SURENDRABHAI SHETHB27429751.65
25/6/2012532874Suryachakra PowASHWINBHAI SURENDRABHAI SHETHS22899261.55
25/6/2012514138Suryalata Spin-$RAVINDER REDDY NANDIS5330057.03
25/6/2012530867Suryanagri FinLAHOTI INDIA LIMITEDB4000025.10
25/6/2012531499Sybly Inds-$HEMANT GUPTAS24502000.54
25/6/2012533121THINKSOFTCROSSEAS CAPITAL SERVICES PRIVATE LIMITEDB5340372.58
25/6/2012533121THINKSOFTCROSSEAS CAPITAL SERVICES PRIVATE LIMITEDS5340372.38
25/6/2012531874Venus Power VenturesHANMANTH REDDY ADLAS12000025.08
* B - Buy, S - Sell
** = Weighted Average Trade Price / Trade Price


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