22 January 2013

FII DERIVATIVES STATISTICS FOR 22-Jan-2013

FII DERIVATIVES STATISTICS FOR 22-Jan-2013 
 BUYSELLOPEN INTEREST AT THE END OF THE DAY 
 No. of contractsAmt in CroresNo. of contractsAmt in CroresNo. of contractsAmt in Crores 
INDEX FUTURES27850849.9928982883.342513867585.83-33.35
INDEX OPTIONS36196211015.4736560111143.91177569953874.85-128.44
STOCK FUTURES696142263.76697542365.78104527133987.48-102.02
STOCK OPTIONS457331383.59480241484.651595944966.39-101.06
      Total-364.87

 


-- 

Click Here to read more >>
No comments:
CLICK links to Read MORE reports on: ,

FII & DII trading activity on NSE and BSE 22-01-2013

CategoryBuySellNet
ValueValueValue
FII3514.552468.151046.4
DII1002.791858.14-855.35

 


-- 

Click Here to read more >>
No comments:

HDFC - Q3FY13 Result - Microsec


HDFC Ltd has announced its Q3FY13 result on 21st January 2012.

The company’s top line decreased by 3.07% QoQ while, increased 58.76% YoY to INR10128.58 crores. Whereas, bottom line increased by 8.31% QoQ and 27.55% YoY to INR1705.83 crores.

As at December 31, 2012, company’s loan book stood at INR1.6 lakh crores as against INR1.3 lakh crores in the same period last year, increased by 23.07%. GNPA stood at 0.75%.


Particulars  (Consolidated)
Q3FY13
Q2FY13
Q3FY12
QoQ(%)
YoY(%)
Net Sales & other operating income
10128.58
10449.55
6379.96
-3.07%
58.76%
Operating Profit (Excluding OI & Finance Cost)
1826.16
1778.24
1423.31
2.69%
28.30%
OPM(%)
18.03%
17.02%
22.31%
101bps
(428)bps
PAT
1705.83
1574.9
1337.38
8.31%
27.55%
PAT(%)
16.84%
15.07%
20.96%
177bps
(412)bps
 EPS
11.07
10.22
8.68
8.32%
27.53%
All data in Crores, Previous Quarters EPS adjusted with current no of shares.



Regards,

Team Microsec Research

Description: Microsec


Microsec Capital Limited

Click Here to read more >>
No comments:
CLICK links to Read MORE reports on: ,

Exide Industries - OEM squeeze! ::LKP Research


Q3 FY13 – Below par performance, margins shrink on lack of pricing power with OEMs
On the back of lack of pricing power with OEMs, Exide with a market share of 73% with OEMs posted a dismal performance mainly on the margins front. Despite its volumes growing by 18.5% on the auto side (13% on 4W and 21% on 2w businesses) and 5.4% on the industrial side, sales grew by just 19% yoy, indicating weak realizations, while declined by 3.5% qoq as Q3 was a seasonally weak quarter for the UPS business. The weak dynamics on the auto OEM side did not allow the company to take sufficient price hikes on OEMs, while they took a 5% price hike on auto replacement side which showed a robust 25% growth in 4W replacement and 50% in 2W replacement businesses, thus signaling that replacement cycle is on an up-move. However, lead price increase of 8% and currency loss of 4% negated the price hike impact and resulted in EBITDA margins at 11.2%, which was a good dip both on yoy as well as qoq basis. Other expenditure also increased to 15.7% of sales from 14.2% yoy and 15.5% qoq as the company kept market share gain as their top priority ahead of margins. PAT remained flat yoy at Rs1.04bn, while declined 13.4% qoq.
Outlook and valuation
Exide’s underperformance is expected to continue going forward as the company is stuck in a difficult situation of maintaining its relationship with the OEMs by conceding their pricing power. Unless and until the auto industry shows a pullback, things are not going to improve in a hurry for Exide. Although the replacement cycle is improving albeit with a delay, Exide will not be in a position to take full advantage of it as higher lead prices, currency fluctuations and OEM margin squeeze will negate the positives as seen in Q3. Furthermore, fall in smelter utilization rate is a matter of concern, which is expected to get sorted out only after some time. This will add pressures to margins. In line with this, we have trimmed our estimates by about 10-15% and are downgrading the stock from Neutral to Underperformer with a reduced target price of Rs114 (Rs101 from core business + Rs 13 from insurance business) from earlier target of Rs140.

LKP Research

Click Here to read more >>
No comments:
CLICK links to Read MORE reports on: ,

Oil and Gas Event Update; Big step towards small hikes, follow-up crucial:: Emkay


Event Update
(January 18, 2013)
Event Update
Oil & Gas
Big step towards small hikes, follow-up crucial
· Oil marketing companies (OMCs) allowed to increase diesel prices by 50 paise/litre per month. Govt increases LPG cylinder cap from 6 to 9
· Net annual savings of Rs228bn from diesel price hikes, free pricing for bulk sales and rise in LPG cylinder cap
· Although we like ONGC/Oil India, we believe amongst these ONGC is the best play on pricing reforms given its size and consolidated production growth by FY15
· Within OMCs HPCL more leveraged to pricing reforms, though believe BPCL a safer bet given cushion from upstream valuations
Click here to read report: Event Update

Click Here to read more >>
No comments:
CLICK links to Read MORE reports on: ,

BSE, Bulk deals, 22/01/2013


Listed below are the Bulk Deals reported by the Members.

All Prices in 
Deal DateScrip CodeScrip NameClient NameDeal Type *QuantityPrice **
22/01/2013531519Ankush FinstockPARESH BABUBHAI VARMAB35,00013.75
22/01/2013531519Ankush FinstockJAGRUT SAIDAS VANJAREB58,15613.96
22/01/2013531519Ankush FinstockALPESH V SOJITRAB31,00013.73
22/01/2013531519Ankush FinstockPARESH BABUBHAI VARMAS35,00013.75
22/01/2013531591Bampsl SecACHINTYA SECURITIES PVT. LTD.B1,493,560.66
22/01/2013531591Bampsl SecPOKHRIYAL INFIN PRIVATE LTD.S1,500,000.66
22/01/2013531458BOSTON BIONARENDRA JIVANLAL PATELB50,0004.06
22/01/2013531458BOSTON BIOPARASMAL B KANUGOS81,7964.06
22/01/2013531458BOSTON BIOASHOK B AGRAWALB50,0004.05
22/01/2013522295Control Print-$ABHISHEK FINANCE & INVESTMENT PRIVATE LIMITEDB81,72593
22/01/2013531270Dazzel ConfHIMANSHU BANTHIAB804,488.51
22/01/2013532760Deep IndsBAKSHU SECURITIES AND BROKER PRIVATE LIMITEDS141,80951.84
22/01/2013532760Deep IndsBAKSHU SECURITIES AND BROKER PRIVATE LIMITEDB141,80951.6
22/01/2013511668Fact EnterpriseOFFERLINK INFRAPROJECTS PRIVATELIMITEDS105,2313
22/01/2013531137Gemstone InvestKAUSHIK SHAH SHARES & SEC. LTDB400,00015
22/01/2013531744Gini Silk-$RAMAKANT MANGALCHAND GAGGARB28,51036.18
22/01/2013505712Gujarat AutoPRAGYA EQUITIES PVT LTDS5,0001,053.99
22/01/2013505712Gujarat AutoPRAGYA EQUITIES PVT LTDB5,0001,199
22/01/2013505712Gujarat AutoPE MULTI COMMODITIES PRIVATE LIMITEDS5,0001,199
22/01/2013505712Gujarat AutoPE MULTI COMMODITIES PRIVATE LIMITEDB5,0001,054.02
22/01/2013524342Indo Borax-$HINDUSTAN COMPOSITIES LTD.S179,361118.91
22/01/2013524342Indo Borax-$SAJAL SUSHILKUMAR JAINB159,100119.31
22/01/2013505840Jaipan IndsSUMAN CHAMARIAB40,00011
22/01/2013505840Jaipan IndsDIGVIJAY COMMERCE & TRADING Pvt. Ltd.S70,00011
22/01/2013512585Karma IndESHA SECURITIES LTDS300,2306.31
22/01/2013531206Kwality CredCROMATIC SUPPLIERS PRIVATE LIMITEDB20,00098.9
22/01/2013532341Logix Micro-$JAROLI VINCOM PVT LTDS190,00016.04
22/01/2013505525Parichay InvestPREYAS NARESHBHAI BHAVSARS6,49063.45
22/01/2013505525Parichay InvestPATEL SUMANBEN NILESHBHAIB9,00063.45
22/01/2013505525Parichay InvestVIPUL VIRENDRAKUMAR PATELS7,00963.45
22/01/2013505525Parichay InvestPARASRAMPURIA FINSTOCK PRIVATE LIMITEDS9,00063.45
22/01/2013515127Rammaica IndiaSARWANKUMAR DEVIDUTT SARAFS37,90038.26
22/01/2013511754Shalibhadra FinHINABEN ROMESHBHAI SHAHS25,18049.64
22/01/2013511754Shalibhadra FinHINABEN ROMESHBHAI SHAHB35,18050
22/01/2013511754Shalibhadra FinSHAH ANILBHAI NAGINLALS44,83950.12
22/01/2013531695SHREYCHEMTUSHAR SHAH SHAILEES40,00073.5
22/01/2013531695SHREYCHEMKISHORE KESHAV GODHAWALAS45,00074.25
22/01/2013531695SHREYCHEMSANJAY SHIVAJI JADHAVB50,01574.4
22/01/2013531695SHREYCHEMSANDIP LAXMANBHAI BHAMANIS50,00073.9
22/01/2013531695SHREYCHEMGANESH BHAGOJI KHAIRES41,50074.4
22/01/2013531695SHREYCHEMVEEPUL KISHORE GOHILLB50,00074.25
22/01/2013530867Suryanagri FinCITYGOLD MEDIA LIMITEDS32,10018.58
22/01/2013530867Suryanagri FinPRAVINBHAI DHAYABHAI SHAHS17,90018.58
22/01/2013534755Trio MercantileBEENA BAGADIAB29,52012.2
22/01/2013534755Trio MercantileAMON TRADE COM PVT LIMITEDS30,00012.2
22/01/2013590111VAISHNAVIVERSANTE WIRELESS TECHNOLOGIES (INDIA) PRIVATE LIMITEDB200,0007.77
22/01/2013526441Vision CinemasSRINIVAS KARROTHIS409,79910
22/01/2013526441Vision CinemasSRINIVAS KARROTHIB394,4029.94
22/01/2013526441Vision CinemasSANJAY BABULAL PANDYAB150,0009.94
22/01/2013503675WAGENDJAYANT SECURITY & FINANCELTDS250,00020.3
22/01/2013503675WAGENDLALIT GULATIS316,00020.35
22/01/2013503675WAGENDLIMESTONE PROPERTIES PRIVATE LIMITEDB245,00020.35
22/01/2013503675WAGENDNAVEEN KUMAR MEHTAS400,00020.32

* B - Buy, S - Sell 
** = Weighted Average Trade Price / Trade Price 
Click Here to read more >>
No comments:
CLICK links to Read MORE reports on: ,
Subscribe to: Posts (Atom)