12 September 2012

INFOTECH ENTERPRISES Prospects to brighten ::Edelweiss


We recently met Infotech Enterprises (Infotech) management to get an
impression on the outlook of the company. The key message that we
inferred from our discussion was that the environment has improved
considerably compared to the previous quarter and the company remains
confident of achieving a growth higher than the industry. Further,
Infotech aspires to maintain margins at 18% levels. We remain confident
of the margin improvement on a YoY basis and expect revenue
momentum to pick up from Q2 onwards. At 8x FY14E earnings, we deem
valuations as attractive thus maintain ‘BUY’ with a TP of INR220.

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FII DERIVATIVES STATISTICS FOR 12-Sep-2012

FII DERIVATIVES STATISTICS FOR 12-Sep-2012 
 BUYSELLOPEN INTEREST AT THE END OF THE DAY 
 No. of contractsAmt in CroresNo. of contractsAmt in CroresNo. of contractsAmt in Crores 
INDEX FUTURES576821499.07394331061.6839403710375.49437.39
INDEX OPTIONS49106713171.8347230112688.67166208645057.34483.16
STOCK FUTURES424531115.43434511143.7395660525349.33-28.30
STOCK OPTIONS33586906.2236346977.73581761562.44-71.51
      Total820.73


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FII & DII trading activity across NSE and BSE 12-09-2012

CategoryBuySellNet
ValueValueValue
FII
1912.55
1461.36451.19
DII
1179.45
1235.21-55.76

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APOLLO TYRES (Buy, Target Rs.115) LKP Advisory


APOLLO TYRES (Buy, Target Rs.115)
·         Apollo Tyres is India’s second largest tyre producer with subsidiaries in Europe & South Africa. Improving South African operations and stable demand in Europe would in our view drive volumes for Apollo Tyres and easing rubber prices coupled with a pick-up in the domestic replacement market would help sustaining  EBIDTA margins of 10%


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Edelweiss, IIP - Broad-based weakness


Industrial activity grew a meager 0.1% YoY in July, way below our 1% expectation. Weakness was prevalent across the board, with both investment and consumption related components posting a downtrend. Ergo, April-July industrial production growth is largely flat YoY. In specific, while both mining and manufacturing contracted during the month, electricity was weak on account of poor hydropower generation. Forward looking indicators such as intermediate goods production or PMI point towards continued weakness in overall activity in coming months, although low base effect will provide some support during later part of the year. As regards monetary policy, we expect a status quo in September policy review as RBI remains focused on headline inflation, which is still elevated.  
Regards,

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BSE, Bulk deals, 12/9/2012

Deal DateScrip CodeCompanyClient NameDeal Type *QuantityPrice **
12/9/2012524412Aarey DrugsDEEPIKA JASMIN SHAHB8800745.89
12/9/2012524412Aarey DrugsDEEPIKA JASMIN SHAHS10027745.02
12/9/2012502330AP PaperCROSSEAS CAPITAL SERVICES PRIVATE LIMITEDB299525357.29
12/9/2012502330AP PaperCROSSEAS CAPITAL SERVICES PRIVATE LIMITEDS299525356.67
12/9/2012530261Arcuttipore TeaLEADER CONSTRUCTION PRIVATE LIMITEDS3300022.00
12/9/2012531590BilpowerGAJANAN ENTERPRISESS5320045.92
12/9/2012531458BOSTON BIORUDOLF . MAELZERS478004.96
12/9/2012511628BRESCON CORPSUSHILKUMAR SHIVBHAGWAN MAROOB18000110.95
12/9/2012511628BRESCON CORPABHISHEK BANTAS21620110.99
12/9/2012522295Control Print-$INDIA MAX INVESTMENT FUND LIMITEDB4618755.75
12/9/2012511710Cubical FinASHWANI KUMAR GUPTAS14400054.57
12/9/2012533336Dhunseri InvMONET SECURITIES P LTDB5000058.00
12/9/2012533336Dhunseri InvUNIVERSAL INDUSTRIAL FUND LIMITEDS5000058.00
12/9/2012508860DIAMANTTRIPURARI PROPERTIES PRIVATE LIMITEDB2700003.24
12/9/2012513252Jay UshinCONSORTIUM CAPITAL PRIVATE LIMITEDS2000085.19
12/9/2012523712JMG CorpATUL KUMAR MISHRAB8080003.00
12/9/2012523712JMG CorpMAHENDRA KUMAR SHAHS8080003.00
12/9/2012523810Kaleidoscope FilmsTRIPURARI PROPERTIES PRIVATE LIMITEDB55000032.03
12/9/2012523810Kaleidoscope FilmsKALPTARU INVESTMENTS PRIVATE LTDS50000032.01
12/9/2012526045Luminaire TechHIRA LALS12106839.70
12/9/2012534422Monarch HealthSAGAR SHARMAB3600042.29
12/9/2012534422Monarch HealthNETWORTH STOCK BROKING LTDS3600042.29
12/9/2012531617Osian IndsMANOJ KUMAR TIBREWALA (HUF) .B30000102.49
12/9/2012531467Polypro FibrilsSHIVPRASAD PODARS3500012.68
12/9/2012531646RFL IntlYOGESH BHOGILAL CHAUHANB3500010.13
12/9/2012531646RFL IntlSMITA MAHENDRA PATELS3365110.13
12/9/2012523025Safari IndsANJALI BANSALB30000180.75
12/9/2012523025Safari IndsAMUL SUMATI CHANDRA MEHTAS30000180.75
12/9/2012511754Shalibhadra FinDAVE RAKIN SHIVPRASADB4420062.34
12/9/2012511754Shalibhadra FinSANJAY BABULAL PANDYAS3960062.00
12/9/2012500550SiemensSIEMENS AKTIENGESELLSCHAFTS1801631670.07
12/9/2012500550SiemensSIEMENS DIAGNOSTICS HOLDING II B VS2154416664.98
12/9/2012534680SRG HFLSURENDRA BHAWARLAL MEHTAS6600020.30
12/9/2012533121THINKSOFTCROSSEAS CAPITAL SERVICES PRIVATE LIMITEDB174746113.59
12/9/2012533121THINKSOFTCROSSEAS CAPITAL SERVICES PRIVATE LIMITEDS174746113.37
12/9/2012519156Vadilal Inds-$CROSSEAS CAPITAL SERVICES PRIVATE LIMITEDB72911242.28
12/9/2012519156Vadilal Inds-$CROSSEAS CAPITAL SERVICES PRIVATE LIMITEDS72386241.74
12/9/2012531950Vertex SecSK KHEMKAS5000004.35
* B - Buy, S - Sell
** = Weighted Average Trade Price / Trade Price

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NSE, Bulk deals, 12-Sep-2012

DateSymbolSecurity NameClient NameBuy / SellQuantity TradedTrade Price /
Wght. Avg.
Price		Remarks
12-Sep-2012APPAPERAndhra Pradesh PaperCROSSEAS CAPITAL SERVICES PVT. LTD.BUY3,00,052356.57-
12-Sep-2012APPAPERAndhra Pradesh PaperCROSSEAS CAPITAL SERVICES PVT. LTD.SELL3,00,052357.47-
12-Sep-2012BEDMUTHABedmutha Indust LtdINVENTURE GROWTH & SECURITIES LIMITEDBUY10,49613.72-
12-Sep-2012BEDMUTHABedmutha Indust LtdINVENTURE GROWTH & SECURITIES LIMITEDSELL1,38,50113.75-
12-Sep-2012BEDMUTHABedmutha Indust LtdJAYNEEL SECURITIES PRIVATE LIMITEDBUY2,44,36714.40-
12-Sep-2012BEDMUTHABedmutha Indust LtdJAYNEEL SECURITIES PRIVATE LIMITEDSELL2,36,36714.27-
12-Sep-2012KFAKingfisher Airlines Ltd.TRANSGLOBAL SECURITIES LTD.BUY54,98,6079.32-
12-Sep-2012KFAKingfisher Airlines Ltd.TRANSGLOBAL SECURITIES LTD.SELL55,27,6659.32-
12-Sep-2012NOCILNOCIL LimitedTRANSGLOBAL SECURITIES LTD.BUY9,54,04518.54-
12-Sep-2012NOCILNOCIL LimitedTRANSGLOBAL SECURITIES LTD.SELL9,54,04518.53-
12-Sep-2012THINKSOFTThinksoft Global Ser LtdCROSSEAS CAPITAL SERVICES PVT. LTD.BUY1,74,746113.28-
12-Sep-2012THINKSOFTThinksoft Global Ser LtdCROSSEAS CAPITAL SERVICES PVT. LTD.SELL1,74,746113.63-
12-Sep-2012THINKSOFTThinksoft Global Ser LtdDINESH MUNJAL(HUF)BUY82,982114.63-
12-Sep-2012THINKSOFTThinksoft Global Ser LtdDINESH MUNJAL(HUF)SELL82,982114.67-
12-Sep-2012THINKSOFTThinksoft Global Ser LtdINDUS PORTFOLIO (P) LTDBUY66,525114.09-
12-Sep-2012THINKSOFTThinksoft Global Ser LtdINDUS PORTFOLIO (P) LTDSELL66,525114.13-
12-Sep-2012VADILALINDVadilal Industries LtdCROSSEAS CAPITAL SERVICES PVT. LTD.BUY74,211241.76-
12-Sep-2012VADILALINDVadilal Industries LtdCROSSEAS CAPITAL SERVICES PVT. LTD.SELL73,711242.53-
12-Sep-2012ZICOMZicom Electronic SecurityAMIT PATNIBUY75,00071.25-

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Zee Entertainment Enterprises - Zee TV regains top slot :: Edelweiss

Zee TV is back at the No. 1 GEC position pipping Star Plus, as per latest viewership data. ZEE’s investment in content seems to be reaping dividends as both its fiction and non-fiction shows are doing well. Though investments in the Middle East, Russia, and Indonesia could impact overall FY13 margins, they are expected to be profitable over the longer term. Ad revenue growth is likely to remain robust in Q2FY13, ahead of industry, albeit on a lower base, aided by strong viewership and specific issue with competition (HUL versus STAR India). Maintain ‘BUY’.
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Sensex ends above 18,000 at 7-month closing high; aviation stocks surge ::ET

The Sensex extended its winning streak for the sixth straight session on Wednesday and breached the psychological resistance level of 18,000 for the first time since February 23 as 'liquidity-driven rally' resumed after the German Constitutional Court ratified European Stability Mechanism with certain conditions. Back home, the market discounted the flat July IIP data and pinned hopes on policy reforms after the aviation minister said he's hopeful the government will allow foreign direct investment into the sector. The 30-share index ended at 18,011.24, up 158.29 points or 0.89 per cent. The index touched a high of 18,012.89 and a low of 17,884.96.

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Sun Pharma @ 52-wk high Technical Chart / View -Motilal Oswal

technical view on Sun Pharma on account of Sun Pharma @ 52-wk high by Shubham Agarwal,Associate Vice President,Technical Equities  Motilal Oswal Securities Ltd.
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Sesa & Sterlite - Estimates Revision - Centrum


Sesa Goa & Sterlite Industries
Sesa goa
Sterlite
Neutral
Accumulate
Target Price:
Rs178
Rs107
CMP:
Rs170
Rs98.5
Upside:
4.8%
8.6%

Goa mining shutdown, lower iron ore and LME base metal prices weigh on Sesa Sterlite group; but valuations could turn attractive if HZL stake buyout is successful
The recent negative developments in Sesa Sterlite group are expected to have an adverse impact on the group’s earnings and valuation. We note the developments below and revise our estimates lower. We have revised our EBITDA estimates lower by 6.4%/0.7% for FY13E/14E for Sterlite while our EBITDA estimates for Sesa have been revised lower by 37.8%/28.8% for FY13E/14E. We lower our Sesa Sterlite group fair value target price to Rs178 (and on Sterlite to Rs107 based on 0.6x merger swap ratio) and see downside protected from current levels for the group. We also view the renewed zeal of Vedanta to buy out the residual stake of HZL and BALCO as a key positive trigger for the group.

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July & YTD IIP numbers - Motilal Oswal


By Motilal Oswal Securities 
** Jul-12 IIP growth at 0.1% was still lower than significantly beaten down expectations (MOSL 1.5%, Street 0.5%) and belied any expectation of revival soon.
With this, the YTDFY13 IIP growth showed no expansion (-0.1%) in contrast with 6.1% growth in YTDFY12.
** All sub-sectors displayed negative or very low single digit growth signifying widespread slowdown pointing towards recessionary condition. However, an electricity blackout during the month added to the woes.

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HEXAWARE TECHNOLOGIES Heading towards the big league ::Edelweiss


We recently interacted with the management of Hexaware Technologies
(HEXA) to get an update on the outlook and future plans of the company.
The management indicated that the momentum stays on and is on track
to achieve 20% growth in CY12 (industry leading growth) in an uncertain
environment. Ramp up of large deal wins and a healthy pipeline (chasing
four large deals) give us the confidence of 20% growth for CY13. We reiterate
our positive outlook on the company as it continues to deliver
profitable growth. We maintain ‘BUY’ with a TP of INR150.

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NSE, Bulk deals, 11-Sep-2012

DateSymbolSecurity NameClient NameBuy / SellQuantity TradedTrade Price /
Wght. Avg.
Price		Remarks
11-Sep-2012ARSSINFRAARSS Infra Proj. LtdAJAY ASSET MANAGEMENT PRIVATE LIMITEDBUY75,90947.51-
11-Sep-2012ARSSINFRAARSS Infra Proj. LtdAJAY ASSET MANAGEMENT PRIVATE LIMITEDSELL1,23,14347.23-
11-Sep-2012ARSSINFRAARSS Infra Proj. LtdCROSSEAS CAPITAL SERVICES PVT. LTD.BUY2,71,39747.17-
11-Sep-2012ARSSINFRAARSS Infra Proj. LtdCROSSEAS CAPITAL SERVICES PVT. LTD.SELL2,71,39747.25-
11-Sep-2012ARSSINFRAARSS Infra Proj. LtdDEEPAK SHANTILAL CHHEDABUY1,20,22147.41-
11-Sep-2012ARSSINFRAARSS Infra Proj. LtdDEEPAK SHANTILAL CHHEDASELL1,20,22147.41-
11-Sep-2012ARSSINFRAARSS Infra Proj. LtdRAHUL DOSHIBUY46,90847.56-
11-Sep-2012ARSSINFRAARSS Infra Proj. LtdRAHUL DOSHISELL96,89847.27-
11-Sep-2012ARSSINFRAARSS Infra Proj. LtdUNIWAYS AGRI COMMODITIES PRIVATE LIMITEDBUY1,75,00047.64-
11-Sep-2012BILPOWERBilpower LimitedABHIVANDAN PROPERTIES PVT LTDSELL1,00,00043.45-
11-Sep-2012BILPOWERBilpower LimitedINFINITY COMTRADE PRIVATELIMITEDBUY60,00043.45-
11-Sep-2012BILPOWERBilpower LimitedVIJAYMOHAN RAGAVAN NAIRSELL1,00,00043.45-
11-Sep-2012DHUNINVDhunseri Investments LtdMONET SECURITIES PRIVATE LTDBUY30,00055.70-
11-Sep-2012DHUNINVDhunseri Investments LtdUNIVERSAL INDUSTRIAL FUND LIMITEDSELL30,00055.70-
11-Sep-2012HOTELRUGBYHotel Rugby LtdBHAVNA SHAMBHU DAKHARASELL1,00,00032.55-
11-Sep-2012HOTELRUGBYHotel Rugby LtdJAIPRAKASH D AGARWALBUY2,07,50932.79-
11-Sep-2012HOTELRUGBYHotel Rugby LtdJAIPRAKASH D AGARWALSELL2,18,74333.98-
11-Sep-2012HOTELRUGBYHotel Rugby LtdMANISHABEN RAMESHBHAI DAKHARASELL1,09,74932.70-
11-Sep-2012HOTELRUGBYHotel Rugby LtdSANJAYKUMAR JAIPRAKASH AGARWALBUY96,47632.83-
11-Sep-2012HOTELRUGBYHotel Rugby LtdSAVITRIDEVI JAIPRAKASH AGARWALBUY94,88634.15-
11-Sep-2012HOTELRUGBYHotel Rugby LtdSAVITRIDEVI JAIPRAKASH AGARWALSELL14,60734.20-
11-Sep-2012HOTELRUGBYHotel Rugby LtdSUGANDHI SAROJBUY87,00034.20-
11-Sep-2012HOTELRUGBYHotel Rugby LtdSUGANDHI SAROJSELL68,10234.20-
11-Sep-2012KOTHARIPETKothari Petrochem LtdIFCI LTD.SELL25,73,78010.25-
11-Sep-2012KOTHARIPETKothari Petrochem LtdKSR CHEMICALS AND FORTUNE TRADING PRIVATE LIMITEDBUY18,50,00010.25-
11-Sep-2012KOTHARIPETKothari Petrochem LtdSPELLBOUND TRADING PVT LTDBUY7,59,77310.25-
11-Sep-2012MANGTIMBERMangalam Timber Pro LtdCENTURY TEXTILE & INDUSTRIES LBUY1,25,00029.90-
11-Sep-2012NUTEKNu Tek India LimitedCHHAKCHHUAK LALSANGLIANABUY17,15,0001.15-
11-Sep-2012PARACABLESParamount CommunicationsABHINAV GOYALBUY8,75,0001.70-
11-Sep-2012PARACABLESParamount CommunicationsSPP FINLEASE INDIA LIMITEDSELL8,75,0001.70-
11-Sep-2012RAIREKMOHR.R. Mohota Spg & WvgARYAMAN SARDA TRUSTSELL31,600143.75-
11-Sep-2012RAIREKMOHR.R. Mohota Spg & WvgAVS GLOBAL PRIVATE LIMITEDBUY31,602143.75-
11-Sep-2012SHALPAINTSShalimar Paints LtdCROSSEAS CAPITAL SERVICES PVT. LTD.BUY21,836687.24-
11-Sep-2012SHALPAINTSShalimar Paints LtdCROSSEAS CAPITAL SERVICES PVT. LTD.SELL21,836685.75-
11-Sep-2012SUDARSudar Garments LtdMAHAVEERSINGH NARAYANSINGH CHAUHANBUY1,51,12861.73-
11-Sep-2012SUDARSudar Garments LtdMAHAVEERSINGH NARAYANSINGH CHAUHANSELL1,51,12861.75-
11-Sep-2012SUDARSudar Garments LtdSHIVLAL TUKARAM VADILEYBUY1,20,00061.83-
11-Sep-2012SUDARSudar Garments LtdSHIVLAL TUKARAM VADILEYSELL1,20,00062.14-
11-Sep-2012VADILALINDVadilal Industries LtdCHETAN RASIKLAL SHAHBUY40,241249.47-
11-Sep-2012VADILALINDVadilal Industries LtdCHETAN RASIKLAL SHAHSELL39,745246.96-
11-Sep-2012VADILALINDVadilal Industries LtdCROSSEAS CAPITAL SERVICES PVT. LTD.BUY1,20,031248.90-
11-Sep-2012VADILALINDVadilal Industries LtdCROSSEAS CAPITAL SERVICES PVT. LTD.SELL1,20,105248.60-
11-Sep-2012VADILALINDVadilal Industries LtdRUANE CUNNIFF AND GOLDFARD INC A/C ACACIA INSTITUTIONAL PARSELL1,50,000253.08-

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