Sensex

Sunday, April 08, 2007

$$ DreamGains !! $$ ICICIdirect Weekly F&0 Newsletter - April 09, 2007

 

F & O Weekly

April 09, 2007

View Markets to consolidate at current levels, profit-booking at higher levels 
Key Positive Firm global markets, easing in crude prices
Key Negative Inflation above 6% still a concern
Key F & O Indicators Futures witness short covering, Put-call ratio indicates neutral outlook
Strategies for this week:

SAIL 
(SAIL)

MTNL
(MTNL)

Reliance Energy              (BSES)

Strategy: 
Buy April Call Strike rate 115		 Strategy: 
Buy  April Futures		 Strategy: 
Buy  April Futures

Buy Above Rs 4.50 
Target 1: Rs 6.80 
Target 2: Rs 8.20 
Stop-loss: Rs 3.20 
Lot size: 2700

Buy Above Rs 149 
Target 1:  Rs  154.50 
Target 2: Rs   157.45 
Stop-loss: Rs 147.50 
Lot size: 1600

Buy Above Rs 501 
Target 1: Rs 517 
Target 2: Rs 524 
Stop-loss: Rs 496 
Lot size: 550

Strategies Follow-up:

Strategy Date

 Stock

   View

   Strategy

Price Reco.

Closing price ( 05/04/07 )

Target

 Stop- loss

Profit/ (Loss)

    Comment

02/04/07

Bajaj Hindustan

Bullish

Long Future

Buy above 201

205

212

196

6650

Week high 208.50

02/04/07

Satyam Computer

Bullish

Long Future

Buy Above 472

472

485

467

-  

No Trade

02/04/07

Maruti Udyog

Bearish

Short  Future

801

751

770

809

 12000

Target 2 Achieved

Disclaimer

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BigGains !!
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Posted by nsivaa at 11:55 PM 0 comments

$$ DreamGains !! $$ HOLD PIDILITE FOR MORE & GREAT INVESTMENT


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Posted by nsivaa at 11:53 PM 0 comments

$$ DreamGains !! $$ LOOK @ PIDILITEEEE.... 6% UP NOW.. CHEERS....


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Posted by nsivaa at 11:48 PM 0 comments

$$ DreamGains !! $$ Final Buy Call For Pidilite Industries.

Its a super Value BUY...
 
Just Amazing One...
 
A MUST HOLD IN PORTFOLIO.
 
YOU MIGHT NOT GET THIS PRICE EVER AGAIN.

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Posted by nsivaa at 11:28 PM 0 comments

$$ DreamGains !! $$ FW: PowerYourTrade Trading Calls

 

From: mailer8-bounces@mailman3.moneycontrol.com [mailto:mailer8-bounces@mailman3.moneycontrol.com] On Behalf Of PowerYourTrade
Sent: Monday, April 09, 2007 11:29 AM
To: alerts@poweryourtrade.com
Subject: PowerYourTrade Trading Calls

Trading Calls for 9th Apr 2007
Ashwani Gujral
Buy Tata Steel with stop loss of Rs 430 for target of Rs 520; Call valid for maximum 1 week

Buy Tata Steel with stop loss of Rs 430 for target of Rs 520. Call valid for maximum 1 week.

Neither me, nor my family nor our clients have any position in the above stock. However we run a substantial newsletter, chatroom and money mgmt business and this can change at any time in the future.

Buy JSW with a stop loss of Rs 465 for target of Rs 565/600; Call valid for maximum 1 week

Buy JSW with a stop loss of Rs 465 for target of Rs 565/600. Call valid for maximum 1 week.

Neither me, nor my family nor our clients have any position in the above stock. However we run a substantial newsletter, chatroom and money mgmt business and this can change at any time in the future.

Deepak Mohoni
Buy Dabur India below Rs 94.50 with stop loss of Rs 93. This is a day-trading recommendation

Buy Dabur India below Rs 94.50 with stop loss of Rs 93. This is a day-trading recommendation.

These are intra-day trading recommendations. Use trailing stops once the position is taken. The extreme price of the previous 45-90 minutes at any time can be used as the trailing stops.

I have no position in any of these stocks at the time of writing (0956 hours, 9th April 2007), nor am I aware of any family members or clients holding positions in these stocks. The stocks may or may not have been recommended as buys and/or short sales in the last two months, but that is irrelevant since these are purely day-trading recommendations.

Buy Educomp Solutions below Rs 1105 with stop loss of Rs 1080; This is a day-trading recommendation.

Buy Educomp Solutions below Rs 1105 with stop loss of Rs 1080. This is a day-trading recommendation.

These are intra-day trading recommendations. Use trailing stops once the position is taken. The extreme price of the previous 45-90 minutes at any time can be used as the trailing stops.

I have no position in any of these stocks at the time of writing (0949 hours, 9th April 2007), nor am I aware of any family members or clients holding positions in these stocks. The stocks may or may not have been recommended as buys and/or short sales in the last two months, but that is irrelevant since these are purely day-trading recommendations.

Rajat K Bose
Buy BEL with stop loss below Rs 1625 for target of Rs 1672, 1691, 1712; This is a day-trading recommendation.

Buy BEL with stop loss below Rs 1625 for target of Rs 1672, 1691, 1712; This is a day-trading recommendation.

Note: Either on the long side or on the short side if at any moment a counter is not moving beyond an initial or interim target to the final target book profits. Once initial target is crossed, you can use that as your trailing stop-loss level.

Notes: · All prices relate to the NSE, unless otherwise mentioned. · Calls are based on the previous trading day's price activity. · The call is valid for the next trading session only unless otherwise mentioned. · Stop-loss levels are given so that there is a level below/above, which the market will tell us that the call has gone wrong. Stop-loss is an essential risk control mechanism; it should always be there. · Trading involves considerable risk. Trade at your own risk to the extent you are comfortable. The analyst shall not be responsible for any losses incurred for acting on these recommendations.

Disclosure:The analyst and his family do not have any trades in the securities recommended above at the time of giving this recommendation. His newsletter clients have been recommended the same along with other picks. Traders are requested to adhere to the stop losses very strictly; they are given to be implemented, not ignored. Do not chase a security and take a position where you would be uncomfortable with the stop-loss level. Take a position only when you feel that the risk-reward ratio looks comfortable and favourable for the trade.

Buy Cipla with stop loss below Rs 226.50 for target of Rs 243–245; This is a day-trading recommendation.

Buy Cipla with stop loss below Rs 226.50 for target of Rs 243–245; This is a day-trading recommendation.

Note: Either on the long side or on the short side if at any moment a counter is not moving beyond an initial or interim target to the final target book profits. Once initial target is crossed, you can use that as your trailing stop-loss level.

Notes: · All prices relate to the NSE, unless otherwise mentioned. · Calls are based on the previous trading day's price activity. · The call is valid for the next trading session only unless otherwise mentioned. · Stop-loss levels are given so that there is a level below/above, which the market will tell us that the call has gone wrong. Stop-loss is an essential risk control mechanism; it should always be there. · Trading involves considerable risk. Trade at your own risk to the extent you are comfortable. The analyst shall not be responsible for any losses incurred for acting on these recommendations.

Disclosure:The analyst and his family do not have any trades in the securities recommended above at the time of giving this recommendation. His newsletter clients have been recommended the same along with other picks. Traders are requested to adhere to the stop losses very strictly; they are given to be implemented, not ignored. Do not chase a security and take a position where you would be uncomfortable with the stop-loss level. Take a position only when you feel that the risk-reward ratio looks comfortable and favourable for the trade.

__._,_.___
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BigGains !!
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Posted by nsivaa at 10:32 PM 0 comments

$$ DreamGains !! $$ BUY PIDILITE INDUSTRIES CMP 112-13 SL 99 TGT 200


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Posted by nsivaa at 9:48 PM 0 comments

$$ DreamGains !! $$ Hidden Gems By Ashish Chugh - 9th Apr 2007

April 9, 2007

South East Asia Marine Engineering & Construction Ltd.

CMP - Rs.194 NSE Symbol : SEAMECLTD BSE Code -526807

Backing of a strong parent, strong charter rates, visibility of strong earnings in the future and the company's debt free status make SEAMEC a good investment opportunity.

South East Asia Marine Engineering & Construction Ltd. (SEAMEC), is a 78.24% subsidiary of Coflexip Stena Offshore Mauritius Ltd. Coflexip Stena Offshore Mauritius Ltd. is owned by Technip S.A of France. SEAMEC is engaged in sub-sea engineering and inspection of under water structures and operates multi-support vassels.

TECHNIP - BRIEF BACKGROUND

TECHNIP is a French company and a leading player in Engineering, Technologies and Construction services for the Oil & Gas, Petrochemical and other industries.

With a workforce of 21,000 people worldwide, and annual revenues of about 5.4 billion euros, TECHNIP ranks among the 5 major players in full-service engineering and construction services in the field of oil & gas, hydrocarbons and petrochemicals.


TECHNIP is one of the most integrated groups providing engineering, technologies and construction services to the oil/gas and petrochemical industry worldwide. The company has large industrial facilities, employs state-of-the-art technologies and has operational bases spread over 5 continents, the Group is able to manage all aspects of major projects at optimized costs, from front end engineering design to turnkey delivery.


TECHNIP is listed in New York and in Paris

SEAMEC - BRIEF BACKGROUND

SEAMEC was formed in 1996 as Peerless Shipping & Oilfield Services Ltd. and owned three Offshore Vessels and has taken delivery of a new vessel in July 06 taking the total number of vessels to four. The company also had an Onshore Drilling rig which it disposed in 2004 to a Dubai based company for US $ 3.1 million.

SEAMEC is currently engaged in the business of operating multi -purpose support vessels for diving and for providing underwater /sub-sea construction, maintenance, and other support services for offshore oil and gas installations and other industries, located in India or abroad.

The company had three vessels and acquired a fourth one in mid 2006. The vessels are - SEAMEC I, SEAMEC II, SEAMEC III and SEAMEC Princess.

SEAMEC I is under a long term charter with Dolphin Offshore Enterprises Ltd. for a period of 2 years since September 2005. The company thereafter was awarded a contract from ONGC at a higher rate and the contract with Dolphin Offshore was suspended in July 2006 on mutually agreed terms.

SEAMEC II was engaged in spot market at Indian Offshore with M/s Global Industries, USA during the first half of the year 2006. During the second half, the vassel was deployed with M/s Condux SA starting August 2006 for working in Gulf of Mexico.

SEAMEC III was engaged in Indian spot market working with various Indian and International Oil & Construction companies such as British Gas and Jindal Offshore and thereafter has been on charter with Offshore Technology Solutions Ltd. at Trinidad & Tobago.

SEAMEC Princess was delivered to the company in July 2006 and was thereafter on charter for about 27 days undertaking cable laying job with a Dubai based company. The vassel is currently undergoing modifications at a budgeted cost of around Rs.70 crores and is expected to be ready by May 2007.

Financials

As regard, financial performance, for the financial year ended December 2006, the company has registered Sales Revenues of 159 crores as against Rs. 82 crores during the year ended December 2005. The Net Profit is Rs.58.47 crores as against a profit of Rs.19.32 crores for year ended December 2005.

Particulars

Quarter Ended

(Dec 06)

Quarter Ended

(Dec 05)

Quarter Ended

(% Var)

Year Ended

(Dec 06) (12)

Year Ended

(Dec 05) (12)

Year Ended

(%Var)

Sales

61.6

27.41

124.7

159.13

82.28

93.4

Other Income

0.5

1.42

-64.8

4.5

6.22

-27.7

PBIDT

30.87

19.27

60.2

75.26

33.45

125

Interest

0.08

0.19

-57.9

0.27

1.04

-74

PBDT

30.79

19.08

61.4

74.99

32.41

131.4

Depreciation

4.63

2.88

60.8

14.92

11.2

33.2

PBT

26.16

16.2

61.5

60.07

21.21

183.2

Tax

0.3

0.49

-38.8

1.5

1.89

-20.6

Deferred Tax

0

0

-

0

0

-

PAT

25.86

15.71

64.6

58.57

19.32

203.2

(Source : Capitaline)

Latest Data As On 05/04/2007

  

Latest Equity(Subscribed)

33.9

Latest Reserve

203.72

Latest Bookvalue -Unit Curr.

70.09

Latest EPS -Unit Curr.

17.21

Latest Market Price -Unit Curr.

194.45

Latest P/E Ratio

11.3

52 Week High -Unit Curr.

239

52 Week High-Date

2/19/2007

52 Week Low -Unit Curr.

100

52 Week Low-Date

4/13/2006

Market Capitalisation

659.19

Stock Exchange

BSE

Dividend Yield -%

0

(Source : Capitaline)

With the eyes of the world now on the energy especially the oil sector in India, there is bound to be increased activity in the sector. Access to parent's technology and experience will strengthen the company's position.

CONCLUSION

With increased activity taking place in the Oil & Gas sector in India and overseas, the demand for Offshore vessels has increased. This has led to an increase in Charter Rates for Offshore vessels.

There is a strong demand for Multi Support Vessels (MSVs) coming from Middle East, West Africa, and Russia. The role of the parent Technip assumes a great significance in helping SEAMEC realize the best possible charter tariffs in these markets. The demand from these markets is on account of the previously discovered fields being brought online and at the same time due to the need to upgrade, repair and maintain the existing aging offshore facilities and repair and maintenance of underwater pipelines. This is fast leading to a high-demand-low-supply scenario for the offshore support industry leading of strengthening of tariffs.

The current resources of the company are adequately deployed and with the new Vessel getting ready for deployment from June 2007 onwards, one can expect substantially higher income for the second half of the current FY.

The benefits of higher charter rates and the growing demand augur well for the company's business.

The backing of a strong parent, strong charter rates, visibility of strong earnings in the future and the company's debt free status make SEAMEC a good investment opportunity.

__._,_.___
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BigGains !!
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Posted by nsivaa at 8:43 PM 0 comments
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