BSEIndia: All Stock Market News: September 2010

Thursday, September 30, 2010

[investwise] Real Estate: Singapore A Precursor To Big Bet On Land In Asia

Real Estate: Diwali Could Harbinger A Massive Revival In India Real Estate

Singapore's housing prices reached a fresh record high in the third quarter as the city-state's economy booms after last year's recession.

Private residential property prices rose 3.1 percent in the July-to-September period, down from 5.3 percent growth in the second quarter, the Urban Redevelopment Authority said Friday. Real estate prices are at their highest level since the government began the index in 1975.

Prices of public housing apartments, where about 80 percent of Singaporeans live, rose 4 percent last quarter.

Singapore's low crime rate, good schools and low personal and corporate taxes have helped the island rank near the top of expatriate quality-of-life surveys and attracted investors to the residential and office property markets. Singapore opened its first two casino-resorts this year, boosting tourist visits.

The government expects the economy to grow as much as 15 percent this year.

Private property prices leapt 5.6 percent in the first quarter and 7.4 percent in the fourth, bouncing back strongly after diving 25 percent in the 12 months to mid-2009.

Safe Harbor Statement:

Some forward looking statements on projections, estimates, expectations & outlook are included to enable a better comprehension of the Company prospects. Actual results may, however, differ materially from those stated on account of factors such as changes in government regulations, tax regimes, economic developments within India and the countries within which the Company conducts its business, exchange rate and interest rate movements, impact of competing products and their pricing, product demand and supply constraints.

Nothing in this article is, or should be construed as, investment advice.

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[investwise] Gold Investing With An Eye On 'Mister Market' (100930)

"What ho! The price of gold just keeps going up. It rose $2 again yesterday, to close at $1,310. The Dow fell 22 points. We've been waiting for a sell-off…for a downturn…for a resumption of the "risk off," fear-driven markets of 2008-2009. It should be coming. People are still unemployed. Stocks still aren't cheap. And houses are still getting cheaper...

http://www.stock-investing-software.com/commentary/articles.html?next=15057

Ian

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Explicit NON-commercial advisory: Spot-on, advantageous FREE information, products and/or services presented weekly.
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This week's "Tools" topic: Got the feeling that markets are manipulated? Ever heard of POMO? This week's "Tools" link enlightens you.

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[investwise] Speculative Buys

New 40 days Chart
Nifty sl 5650-5700 clg abv 6000 t-6350 n finally 6995 by budget
minor dips exptd

Dlv : Monsanto t-4000/ trent t-2500/ ganesh hsg t-350/ ubl t-600/ xproindia
t-90/ indorama t-90-100

tradg watch atlanta t-550/ aegis log t-450

dlv : KRBL/ deltacorp/ abhishekind

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[investwise] NIFTY OUTLOOK FOR 01/10/2010

Due to huge relief on Ayodhya issue, MARKET today will open gap up try to touch 6080 briefly in the first half and will remain volatile in the first half and face technical resistance at 6120 and support at 6000. NIFTY will play in the range for some time trying to break-out. Today Select stocks in mid-cap space will outperform. Till nifty in this range midcap will fly around. Any close above 6120 with volume may see NIFTY testing earlier highs of 6180 levels.

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[investwise] Israel's Ceragon Enters The India Wireless Space, Targets 35% Growth

Ceragon Networks received new orders for its wireless network equipment from a leading wireless carrier in India, helping push its shares up 9 percent Monday.

The Israeli company did not release the terms of the deal or the name of the customer.

Ceragon, which makes equipment used in the "backhaul" networks that connect wireless towers to the telecommunications network, said it expects to record revenue from the new orders next year. The company also said it continues to target revenue growth of 30 percent to 35 percent for 2010.

Shares of Ceragon Networks Ltd. ( CRNT - news - people ) rose 70 cents to $8.48 Monday.

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[investwise] Buffett, Ballmer Predict A Bright Future

Two of the biggest names in business say they see a bright future for the economy.

Famed investor Warren Buffett says there will be no double-dip recession as some fear. He says banks are lending money again, businesses are hiring employees and he expects the country to come back stronger than ever.

The chairman of Berkshire Hathaway Inc. ( BRK - news -people ) was speaking Monday via video to the Montana Economic Development summit in Butte.

Microsoft Corp. ( MSFT - news -people ) CEO Steve Ballmer says there soon will be more technological advancement and invention than seen during the Internet era. He says that will help drive business growth.

The conference was organized by U.S. Sen. Max Baucus. The Montana Democrat says it leaves "bickering and name-calling" back in Washington, D.C., so leaders can find good ideas.

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[investwise] Paint Producers May Raise Price Again As Input Costs Rise

Chemical producer Celanese Corp. said Monday that it will increase the price of all emulsions sold globally as of Oct. 1, including a hike of 5 cents per pound on pure 100 percent acrylic emulsions in North, Central and South America.

Celanese ( CEPR - news - people ) shares fell $1.55, or 5.1 percent, to $28.96 in after-hours trading, after closing up $1.51, or 5.2 percent, at $30.51 on Monday during the regular session.

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[investwise] DCM & Universal Cables-Speculative Buy [2 Attachments]

[Attachment(s) from Maverick included below]

FYI

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Attachment(s) from Maverick

2 of 2 File(s)

DCM LTD.pdf

Universal Cables Ltd.pdf

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[investwise] Reliance Industries-The Banyan Tree [1 Attachment]

[Attachment(s) from Maverick included below]

India's richest man may be gearing up to expand the world's largest refining complex in Jamnagar, Gujarat. The Mint newspaper reported Monday that Mukesh Ambani's Reliance Industries Limited (RIL) plans to invest more than $8.8 billion by 2014 to set up a cracker unit for producing various petrochemicals.

With core assets in oil and gas, RIL is India's largest private-sector company, encompassing a web of 96 subsidiaries operating in industries as diverse as retail, property, telecoms and financial services.

News of the planned investment pushed shares of RIL 0.9% higher to finish the day at 1,010.2 rupees ($22.44).

India's soaring stock market has been attracting the interest of institutional investors from overseas. The Bombay Stock Exchange's Sensitive Index (Sensex) has soared over 25% since hitting a low in late May. Overseas funds have invested $17.7 billion in Indian equities so far this year, according to the country's market regulator.

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Attachment(s) from Maverick

1 of 1 File(s)

RIL-CSFB.pdf

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[investwise] Emami-BUY

Healthy revenues; strong profits. Emami reported a strong 1QFY11, with revenue and PAT growing 28% and 127% respectively. We expect Emami to register earnings CAGR of 28% over FY10-12 on the back of key brands' decent performance and new launches being well accepted. Retain Buy.

n Strong revenue growth. Emami registered overall revenue growth of 28% yoy in 1QFY11, driven by strong volume growth of 25%. Emami has witnessed revenue growth of >20% for the eighth consecutive quarter. All major brands and new launches are doing well. Strong investments in key brands and sub-segmentation strategy are driving the outperformance.

n All brands in good form. All key brands, such as Navratna oil and Zandu balm, have seen >20% growth. Fair & Handsome saw 8% growth mainly owing to lower volume growth due to price hike. Recently launched Navratna Cool Talc saw whopping volume growth of >125% due to a harsh summer. Strong performance by new products augurs well for future growth.

n Higher raw material prices push down margin. With rising menthol prices, EBITDA margin was down 66bps. However, the company expects maintaining margins going forward, given lower crude oil prices and lowering inflation. On account of tax credit of goodwill amortization, net profit is up 127%.

n Valuation. We retain Buy on Emami with target price of Rs502 at target PE of 25x on FY12e earnings.

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[investwise] Dabur-FMCG Wildcard

1QFY11 - Strong revenues; higher taxes. Dabur witnessed a healthy performance in 1QFY11, with revenue & PAT growths of 23.4% yoy and 17% yoy respectively. Despite the robust performance, we retain Hold on Dabur owing to higher valuations.

n Healthy volume growth. Dabur reported revenue growth of 23.4% yoy and volume growth of 16.8% yoy. The company took select price hikes in key SKUs. The increase in brand-building activities and re-launch of various SKUs has led to Dabur witnessing the highest volume growth in the past 13 quarters.

n Smooth sailing in all segments. All the segments are doing well, with hair oils growing 16.5%, shampoos up 17%, oral care up 20.2% and skin care up 12.4%, yoy. Health supplements and home care have reported strong 42.8% and 31.5% growth yoy respectively. Juices grew 21% yoy. Consumer health division and international business grew 10% and 29% yoy respectively.

n EBITDA margin down 100bps. Given higher other expenditure, EBITDA margin was down 100bps yoy. The company has maintained ad spend-to-sales at 16.5% yoy. With higher effective income tax rate post increase in MAT rate, net profit is up 17% yoy, despite strong operational performance.

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[investwise] GCPL-Buy The New Defensives

Good performance; maintain Buy. GCPL witnessed a strong 1QFY11, with net profit growing 24% yoy. Increase in market share of key segments in India and consolidation of acquired subsidiaries are expected to drive growth in the next few quarters. We retain our Buy rating with target price of Rs405/share.

n Acquisitions driving growth. With consolidation of various subsidiaries, revenues have grown 49% yoy. The domestic business has, however, registered a 7% drop in revenues. With the acquisitions, the international business now accounts for 29% of sales.

n Market share gain in key segments. GCPL has gained market share in key segments in India - up 60bps yoy and 160bps yoy in soaps and household insecticides respectively. However, it lost market share of 40bps in hair colors.

n Lower EBITDA margin. With higher palm oil prices, EBITDA margin is down 120bps. We, however, expect the margin to move up with rising share of international business, which enjoys higher margins. With higher MAT rates, net profit is up only 24%.

n Valuation. We retain our Buy rating on GCPL, at target price of Rs405/share based on target PE of 25x on FY12e earnings. Our target PE is at 65% premium to 12-month forward Nifty PE. We expect the premium to expand, given higher market share and acquisition synergies.

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BSEIndia: All Stock Market News

Thursday, September 30, 2010

[investwise] Real Estate: Singapore A Precursor To Big Bet On Land In Asia

[investwise] Gold Investing With An Eye On 'Mister Market' (100930)

[investwise] Speculative Buys

[investwise] NIFTY OUTLOOK FOR 01/10/2010

Recent Posts

[investwise] Israel's Ceragon Enters The India Wireless Space, Targets 35% Growth

[investwise] Buffett, Ballmer Predict A Bright Future

[investwise] Paint Producers May Raise Price Again As Input Costs Rise

[investwise] DCM & Universal Cables-Speculative Buy [2 Attachments]

[investwise] Reliance Industries-The Banyan Tree [1 Attachment]

[investwise] Emami-BUY

[investwise] Dabur-FMCG Wildcard

[investwise] GCPL-Buy The New Defensives

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