17 October 2012

NSE, Bulk deals, 17-Oct-2012

DateSymbolSecurity NameClient NameBuy / SellQuantity TradedTrade Price /
Wght. Avg.
Price
Remarks
17-Oct-2012GEMINIGemini CommunicationLimiGEMINI COMMUNICATION LTDBUY19,50,0008.05-
17-Oct-2012GEMINIGemini Communication LimiMOORTHY. GSELL20,00,0008.05-
17-Oct-2012GREENFIRENorthgate Technologies LiINDIA FOCUS CARDINAL FUND (PINS)SELL10,00,0003.23-
17-Oct-2012GREENFIRENorthgate Technologies LiNUPUR RAJENDRA NAGARKATTIBUY2,50,0003.25-
17-Oct-2012GREENFIRENorthgate Technologies LiRAJENDRA S NAGARKATTI(HUF)BUY2,50,0003.25-
17-Oct-2012ICSAICSA (India) LimitedTRANSGLOBAL SECURITIES LTD.BUY3,58,81719.95-
17-Oct-2012ICSAICSA (India) LimitedTRANSGLOBAL SECURITIES LTD.SELL3,58,46719.88-
17-Oct-2012PRADIPPradip Overseas LtdBLACKHORSEMEDIA ANDENTERTAINMENT PRIVATELIMITEDBUY3,73,43158.36-
17-Oct-2012PRADIPPradip Overseas LtdBLACKHORSEMEDIA ANDENTERTAINMENT PRIVATELIMITEDSELL3,73,43157.80-
17-Oct-2012PRADIPPradip Overseas LtdPARK HABITATS PRIVATE LIMITEDSELL3,95,00056.92-
17-Oct-2012PRADIPPradip Overseas LtdRONAK SATISHKUMAR SHAHBUY4,25,12157.28-
17-Oct-2012PRADIPPradip Overseas LtdRONAK SATISHKUMAR SHAHSELL4,12,44056.69-
17-Oct-2012RAJOILRaj Oil Mills LimitedPARK HABITATS PRIVATE LIMITEDBUY4,00,0005.45-
17-Oct-2012RAJOILRaj Oil Mills LimitedPARK HABITATS PRIVATE LIMITEDSELL33,0255.40-
17-Oct-2012TV18BRDCSTTV18 Broadcast LimitedFRANKLIN TEMPLETON MUTUAL FUND A/C FRANKLIN INDIA FUND NIFTSELL18,86,64227.50-
17-Oct-2012TV18BRDCSTTV18 Broadcast LimitedSBI LIFE INSURANCE COMPANY LIMITEDBUY30,66,00027.50-
17-Oct-2012UBHOLDINGSUnited Breweries (HoldingCROSSEAS CAPITAL SERVICES PVT. LTD.BUY4,82,422143.18-
17-Oct-2012UBHOLDINGSUnited Breweries (HoldingCROSSEAS CAPITAL SERVICES PVT. LTD.SELL4,82,437143.05-

17 Oct: Morning News (click on link to read article) :: IFCI research


Morning News (click on link to read article)
Economic Times

Business Standard

Ø  GMR ready to buy out DIAL partners
Business Line

Mint

Financial Express

Financial Chronicle

(Click on link to view article)

-- 

FII DERIVATIVES STATISTICS FOR 17-Oct-2012

FII DERIVATIVES STATISTICS FOR 17-Oct-2012 
 BUYSELLOPEN INTEREST AT THE END OF THE DAY 
 No. of contractsAmt in CroresNo. of contractsAmt in CroresNo. of contractsAmt in Crores 
INDEX FUTURES34834954.7427154757.5459592114811.46197.20
INDEX OPTIONS54458915404.2655073015557.54183347351894.07-153.28
STOCK FUTURES598081867.13581781830.19104801230570.3936.94
STOCK OPTIONS574441768.47538531657.86881342750.95110.61
      Total191.47

 


-- 

Sugar -Sector Update- Centrum


Sugar
Rangarajan Panel report for sugar sector extremely positive for companies
The Government of India had constituted a committee under the chairmanship of Dr C Rangarajan, Chairman, Economic Advisory Council to the Prime minister of India to comprehensively look into all the issues related to regulation of the sugar sector, and suggest ways and means to change those regulations in a manner that better promotes efficiency and investments, and sets this sector on a higher growth trajectory, increasing employment in rural areas and enhancing incomes of all those involved in this sector. The committee submitted its report to the government on October 12, 2012. We believe that there are high chances of levy quota removal at this point of time and if that happens there will be a significant improvement in the earnings of sugar companies (refer Exhibit 1). We believe that risk-reward ratio is favorable for sugar stocks, where we see upside for stocks in the range of 40-50% if levy quota is removed driven by significant earnings improvement.   

HT Media - Q2FY13 Result Update - Centrum


HT Media
Buy
Target Price: Rs118
CMP: Rs95
Upside: 24%
Margins under pressure
HT Media posted lower than expected Q2FY13 results with ad revenue de-growth of 1.7%. Margins were subdued on the back of high RM cost and employee salary incentives. Other businesses continued to be in the red impacting margins. We have lowered our FY13/FY14 estimates marginally and maintain BUY rating on the stock.

GMDC - Q2FY13 Result Update - Centrum


Q2FY13 Result Update
GMDC
Buy
Target Price: Rs244
CMP: Rs206
Upside: 18.3%
Strong operational performance, maintain buy
GMDC reported better than expected EBITDA margin of 56.9% (higher by 1390bps YoY) as lignite volumes improved by ~20% YoY to 1.96 MT. Net sales grew by 56.6% YoY and EBITDA by 107% YoY as costs were lower on operational improvements. Power division reported higher EBIT as the lignite power plant reported positive EBIT of Rs20mn. We see hikes in merchant pricing ahead due to favourable demand supply situation in Gujarat market and also higher landed cost of Coal India’s similar calorific value coal. We maintain our volume estimates and marginally revise our power plant PLF estimates. Reiterate buy with an upward revised target price of Rs244.

GIC Housing Finance Q1FY13 Result -Microsec Research


GIC Housing Finance Ltd has announced its Q2FY13 result on 16th October 2012.

Company’s total income increased by 3.56% QoQ and 29.50% YoY to INR136.54 crores. Whereas, Profit After Tax (PAT) increased by 5.13% QoQ and 148.92% YoY to INR23.15 crores.

 During the quarter, company has reduced its other expenses ( includes provision for contingencies amounting to INR4.27 crores) by 35.27% YoY to INR9.45 crores, which leads to increase in the bottom line on YoY basis.

Particulars
Q2FY13
Q1FY13
Q2FY12
QoQ(%)
YoY(%)
Net Sales & other operating income
136.54
131.85
105.44
3.56%
29.50%
Operating Profit (Excluding OI)
31.63
29.91
11.89
5.75%
166.02%
OPM(%)
23.17%
22.68%
11.28%
49
1189
PAT
23.15
22.02
9.3
5.13%
148.92%
PAT(%)
16.95%
16.70%
8.82%
25
813
Diluted EPS
4.30
4.09
1.73
5.13%
148.55%
All data in Crores , EPS Represents Diluted EPS.


Regards,

Team Microsec Research


TTK Prestige Q2 FY13 ::Microsec Research


TTK Prestige announced its Q2 FY13 results on 12 Oct 2012. The company’s Net Sales increased by 11% YOY to INR336 crore and EBITDA decreased by 1% to INR50 crore. EBITDA Margin of the company decreased from 16.5% to 14.8% YOY. PAT of the company decreased by 10% YOY to INR30 crore. At the CMP of INR3301 the stock discounts its FY13E EPS of INR113.4 by 29x.  
DESCRIPTION
Sep-12
Jun-12
Sep-11
QOQ
YOY
Net Sales
336
303
303
11%
11%
Total Expenditure
286
255
253


PBIDT (Excl OI)
50
48
50
4%
-1%
EBITDA (%)
14.8%
15.8%
16.5%


Other Income
1
1
1


Operating Profit
51
49
51


Interest
4
3
1


Exceptional Items
0
0
0


PBDT
47
46
50


Depreciation
2
2
1


PBT
45
44
48


Tax
15
13
15


Profit After Tax
30
31
34
-1%
-10%
PAT (%)
9.0%
10.1%
11.1%


Equity Capital
11.32
11.32
11.32


Face Value (In Rs)
10.00
10.00
10.00


No. of shares
1.13
1.13
1.13








EPS
26.7
27.1
29.8
-1%
-10%


Regards,

Team Microsec Research