10 September 2014

High Conviction Ideas:: Centrum

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High-conviction ideas - September 2014



$ We identify our September 2014 high conviction picks in the
presentation with the respective investment theses and financials:
Ultratech, MRF and Wipro within large caps and Apar Industries,
Godawari Power & Ispat, Granules India and IFGL Refractories within
midcaps.

$ The fact that there is no common thread across these stocks just
goes to show that we have been singularly focussed on the company’s
merit in making our choices and not depended on a specific theme.

$ It is true that a very sharp run-up in some of these stocks has
reduced the potential upside but we have nevertheless included them in
the list because our basic conviction has not changed. We could look
for a revisiting of our estimates only as and when key landmarks are
reached or are in sight, being mindful of the risks in a small company
or a market that is overheated in certain pockets.

$ At the end of the presentation we have also included the short and
long term performance of the high-conviction picks that we put out in
June 2014 – all except GPIL and NMDC have been smart outperformers
since the last report but even they have picked up of late. Indeed, we
have this time repeated GPIL as our analyst believes that a serious
inflection could be taking place





Thanks & Regards


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Sharda allotment: 25% chance (1 in 4)

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For Sharda CropChem

Expectation is allotment ratio is 1:4 (1 in 4)... will be by LUCKY DRAW

So 25% chance of getting minimum lot

ALL BEST



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Snowman lists on 12 Sept; wait for 50% upside

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Snowman lists on 12 Sept (Friday);
wait for 50% upside

Do NOT sell in hurry

ALL BEST TO LUCKY investor who get share!


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10/09/2014; Investor Categorywise Turnover

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FII / FPI trading activity on BSE, NSE & MCX-SX in Capital Market Segment Cr. )
CategoryDateBuy ValueSale ValueNet Value
FII/FPI10/09/20143,117.673,127.58-9.91

DII trading activity on BSE, NSE & MCX-SX in Capital Market Segment Cr. )
CategoryDateBuy ValueSale ValueNet Value
DII10/09/20141,210.621,721.87-511.25




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NSE, Block deals, 10-Sep-2014

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DateSymbolSecurity NameClient NameBuy / SellQuantity TradedTrade Price /
Wght. Avg.
Price
Remarks
08-Sep-2014IBREALESTIndiabulls Real Estate LiDAISY PROJECTS PRIVATE LIMITEDBUY9,50,00068.90-
08-Sep-2014IBREALESTIndiabulls Real Estate LiGRAGERIOUS PROJECTS PRIVATE LIMITEDSELL9,50,00068.90-



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NSE, Bulk deals, 10-Sep-2014

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DateSymbolSecurity NameClient NameBuy / SellQuantity TradedTrade Price /
Wght. Avg.
Price
Remarks
10-Sep-2014AUTOINDAutoline Industries LimitKAMLESH AUTO PVT LTDBUY83,92089.29-
10-Sep-2014BALPHARMABal Pharma LimitedSUNITHA KUMAR SHETHBUY8968.75-
10-Sep-2014BALPHARMABal Pharma LimitedSUNITHA KUMAR SHETHSELL1,09,38767.49-
10-Sep-2014BHARATGEARBharat Gears LtdANJU CHAMARIABUY84,52379.02-
10-Sep-2014BHARATGEARBharat Gears LtdANJU CHAMARIASELL1,00,35477.85-
10-Sep-2014BROOKSBrooks Lab LimitedGAJANAN ENTERPRISESBUY1,29,61845.38-
10-Sep-2014BROOKSBrooks Lab LimitedGAJANAN ENTERPRISESSELL1,16,66745.46-
10-Sep-2014CURATECHCura Technologies LtdSANTOSH INDUSTRIES LTDSELL80,25017.12-
10-Sep-2014CURATECHCura Technologies LtdVENKATESH VADDEPALLYBUY86,90017.12-
10-Sep-2014IBWSLIndiabulls Wholesale SerYANTRA ENERGETICS PRIVATE LIMITEDSELL3,50,09116.75-
10-Sep-2014LOGIXMICROLogix Microsystems LimiteASHISH DHAWANSELL70,00018.74-
10-Sep-2014LYKALABSLyka Labs LtdCLEARWATER CAPITAL PARTNERS (CYPRUS) LIMITEDSELL7,00,00013.22-
10-Sep-2014LYKALABSLyka Labs LtdCLEARWATER CAPITAL PARTNERS SINGAPORE FUND III PRIVATE LIMISELL3,00,00013.68-
10-Sep-2014LYKALABSLyka Labs LtdDALAL & BROACHA STOCK BROKING PVT. LTDBUY3,00,00013.31-
10-Sep-2014LYKALABSLyka Labs LtdGAJANAN ENTERPRISESBUY1,26,71813.54-
10-Sep-2014LYKALABSLyka Labs LtdGAJANAN ENTERPRISESSELL1,23,40513.60-
10-Sep-2014LYKALABSLyka Labs LtdHORNIC INVESTMENT PVT. LTD.BUY1,18,58813.71-
10-Sep-2014LYKALABSLyka Labs LtdHORNIC INVESTMENT PVT. LTD.SELL53,19114.22-
10-Sep-2014LYKALABSLyka Labs LtdSHPL ENTERPRISES PRIVATE LIMITEDBUY96,29113.70-
10-Sep-2014LYKALABSLyka Labs LtdSHPL ENTERPRISES PRIVATE LIMITEDSELL1,23,39313.58-
10-Sep-2014PENINDPennar Industries LtdJ P M S L A/c Copthall Mauritius Investment LtdSELL8,48,20553.49-
10-Sep-2014RIILReliance Indl Infra LtdESTEE ADVISORS PVT LTDBUY84,025582.40-
10-Sep-2014RIILReliance Indl Infra LtdESTEE ADVISORS PVT LTDSELL84,025582.77-
10-Sep-2014SUBEXSubex LimitedGAJANAN ENTERPRISESBUY17,74,76710.72-
10-Sep-2014SUBEXSubex LimitedGAJANAN ENTERPRISESSELL16,86,03010.75-
10-Sep-2014USHERAGROUsher Agro LtdSHRENI SHARES PRIVATE LIMITEDBUY2,32,47548.93-
10-Sep-2014USHERAGROUsher Agro LtdSHRENI SHARES PRIVATE LIMITEDSELL2,32,47548.69-


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