BSEIndia: All Stock Market News: 05/02/10

The pressure in the market is to break downwards. But presently it is coiled in a tight swirl, in an undecided manner. With India’s growth clear, the down side would be very limited. 5160 is a tested support region, below which 4930 is next solid support.

Australia opened 1% down and presently below 6% from near highs…..

Market is expected to range between 5160-5240. Traders could find, stocks out of their hand, as ID the market may rise, or so the cues suggest.

Below 5213, short market with SL 5222 on ID charts basis….. RT may CF a short on this basis………..

Abe

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Updates in Your Groups, May 2, 2010

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Indian Stocks BSE

BALAJI DIST. ( 500035 )

Posted: 01 May 2010 10:39 PM PDT

Free Intraday Cash Tips from Tipz.in for 3rd May 10
500035

( BALAJI DIST.)

Action	Trigger Price	Stop Loss	Target 1	Target 2
BUY ABOVE	44	43.7	45	46
S.SELL BELOW	43.5	43.9	43.1	41.9

533138

( ASTEC LIFE )

Action	Trigger Price	Stop Loss	Target 1	Target 2
BUY ABOVE	59.5	58.8	61.8	63.8
S.SELL BELOW	58.6	59	57.5	54.5

500067

( BLUE STAR )

Action	Trigger Price	Stop Loss	Target 1	Target 2
BUY ABOVE	409	406	413	420
S.SELL BELOW	405	408	402	395

BALAJI DIST. ( 500035 )

Posted: 01 May 2010 10:34 PM PDT

Hot Stocks from Tipz.in for 3rd May 10
500035(BALAJI DIST.), 531611(PRRANETA IND), 500067(BLUE STAR ),
514470(WIMSOME TEXT), 533138(ASTEC LIFE ), 531467(POLYPRO FIB.),
526640(ROYALE MANOR), 532271(CYBERMATE ), 504269(KHAITAN ELEC),
532209(J & K BANK ), 503310(SWAN MILLS ), 531194(BRAHMA INF ).

[sharetrading] Free Intraday Tips For 3 May 2010

Free Intraday Tips For 3 May 2010

Nifty has given a negative weekly close, which means that the trend remains down till 5342 is not taken off. The daily momentum says it all, as it remains down after making a hinge for the second time in a row, which is a sign of a bull trap. On the lower end, Nifty has support at 5160, a breach of which will accelerate the selling pressure. Sensex has formed a head and shoulders pattern with the neckline support at 17240. So, if that support is broken and if the index closes below it, it will be dragged down swiftly. The weekly momentum indicator KST, which is in buy mode, is keeping the hopes alive for the bulls in the medium run. So, the days to come will be crucial to decide as to who wins the battle. If the weekly indicator turns into sell mode, the bears will have an upper hand. We continue to maintain our short-term bias down and the medium-term bias up.

Nifty Closed 5278

Nifty Support 5230-5180-5120

Nifty Resistance 5320-5360-5400

Buy Renuka 61 SL 59.20 TGT 65

Buy Tata Power 1350 SL 1336 TGT 1366-1376

Sell Rel Infra 1136 SL 1146 TGT 1116

Sell TCS Below 755 SL 766 TGT 740

--
With Regards,
Kushagra Mehta
http://www.daytrading.in/

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[indianstockmarket] MIC Electronics - Value Buy - 100% return in year [3 Attachments]

[Attachment(s) from Ramesh V.K. included below]

MIC Electronics - A Value Buy

The global LED market was estimated at around US$ 4 bn in 2007 and is expected to grow at an average annual rate of 20% till 2011 (against an average growth rate of 16% during 2004 to 2007 ) to reach a size of around US $ 8 bn. LED displays have gained popularity in advertisements, live entertainments and sports stadiums in recent years. Currently, North America accounts for 3 5% of the total LED market, followed by Asia, Europe, South America, and the Middle East.

MIC is the only company in India to have the design -to-manufacture' capability for manufacture of LED video display systems. The company provides customized solutions based on its customer needs, location, display, and purpose.

Latest quarter has resulted in Net Profit growth of 25% compared to previous quarter. (Latest results enclosed)

MIC Electronics Ltd bags Parramatta League Club order to install 120sqm screen for 3 years (press release enclosed)

Company website - www.micelectronics.com

TTM EPS - 6.57

Market Rate - 41.75

Current P/E Ratio - 6.35

Industry P/E Ratio - 17.87

5 Years Sales Growth (CAGR) - 49%

5 Years EPS Growth (CAGR) - 162 %

Fair P/E Ratio - 11.50

Targeted Rate in the near term - 11.50 X 6.57 = Rs.75

I have enclosed the monitor sheet showing the entry / exit signals and the important moving averages. Currently trading at 7% below 200 day EMA being 44.72. Once this stock breaks the 43-44 band, then the stock should move forward like a rocket. Try to accumulate this stock in small small quantities for a good return in near future. This stock has a very good support at 40-41 band.

Firstcall Research is bullish on this stock and has recommended buy rating on the stock with a medium term target of Rs 50, in its April 17, 2010 research report. I dont have that report, if anyone has the same please share the same.

"At the current market price of the stock Rs.41.35, the stock trades at a P/E of 5.31x and 4.57x for FY10E and FY11E respectively. The EPS of the stock is expected to be at Rs.7.79 and Rs.9.05 for the earnings of FY10E and FY11E respectively. On the basis of EV/EBDITA, the stock trades at 4.75x and 4.74x for FY10E and FY11E respectively."

--
Regards,
Ramesh.

--
Regards,
Ramesh

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Attachment(s) from Ramesh V.K.

3 of 3 File(s)

mic electronics latest results.TIF

mic electronics monitor report.xls

PRESS_RELEASE_19-02-2010.pdf

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[investwise] GS: IF RIL Loses The Case With RNRL, Stock Could Trade Sub Rs 1000

Court case outcome likely expected in next few days

According to Reuters, the final verdict on the Reliance Industries (RIL) vs.

Reliance Natural Resources (RNRL, not covered) gas dispute is expected

in the next few days, prompting us to revisit the possible scenarios and

their impact on RIL, RNRL, as well as Reliance Power (RPWL) and Reliance

Infrastructure (RELI). We have currently built in a midpoint gas price of

US$3.27 for the gas supply from RIL to RNRL from FY12E onward as our

base case and have assumed that the government would extract its share

of D-6 revenues at its directed gas price of US$4.2/mmBtu from RIL.

Favorable result for RIL – anything better than previous judgment

While we have assumed a midpoint price of the disputed gas volumes, recent

stock movements suggest the Street is largely pricing in a repeat of the

previous court judgment, in which RIL was asked to start selling gas

immediately at US$2.34/mmBtu. Therefore, 1) not having to supply gas to

RNRL, or 2) at a gas price of US$4.2/mmBtu, or 3) supply cheap gas only upon

completion of RPWL's power plants would all be positive for the stock, in our

view. Gas price of US$4.2/mmBtu implies upside of Rs17/sh for RIL's D-6

valuations. Assuming no gas supplies to RNRL and hence to RPWL's gasbased

plants, we estimate RPWL to have downside of about 50% from current

market price. Though RELI would be indirectly impacted owing to its 45% stake

in RPWL, we believe this is already reflected in RELI's share price.

Favorable result for RNRL – immediate gas as at US$2.34/mmBtu

Assuming RNRL wins a direct verdict and RIL has to start supplying gas to it

immediately at US$2.34/mmBtu, we estimate a negative impact of Rs40/sh to

RIL – D-6 valuation impact of Rs20/sh and E&P exploration impact of Rs20/sh.

We estimate RIL's FY11 EPS would decline by 7.5%. For RPWL, we estimate

upside of 16% vs. 38% for RELI from current levels, as we believe some benefit

of cheap gas is already reflected in RPWL's share price. However, a verdict in

RNRL's favor would create uncertainty over RIL's existing gas sales

agreements with power companies like NTPC, Lanco Infratech, GVK and GMR.

Buy RIL (on CL) and RELI, Sell RPWL for potential court outcome

With market's low expectation on positive outcome for RIL, we think the stock

would benefit from removal of court case overhang. We continue to prefer RELI

over RPWL given its infrastructure/power exposure and inexpensive valuations.

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] BOA ML-Get Out Of Indian Sugar, the sooner-the better!

Downgrading all but Renuka to Underperform on downcycle

Jump in sugar production to 18mt in FY10e contrary to our view of 14mt coupled

with prospect of another 40% rise in FY11e has made us bearish. We downgrade

Bajaj Hind, Balrampur and Triveni to fall as (1) sugar price could fall 25% more on

rising supply and hurt margin; (2) P/B could de-rate to trough level on decline in

ROE. Even though stocks have fallen over 35% from peak still could fall till Feb

2011 before which clarity on peak production won't emerge. Maintain Buy on

Renuka with a lower PO of Rs80 based on P/B of 1.8x FY11e owing to strong

growth in distillery, power & refinery volume (70% of FY11e total EBIT).

Cycle has reversed on excess supply and state intervention

Sugar price is falling since Feb 2010 driven by concern of excess supply along

with host of government initiatives to reign in price rise. Excess supply fear could

continue owing to (1) lesser diversion of cane towards non-sugar usage from 47%

in FY09 to 26% in FY12e due to higher price sugar mills are required to pay;

(2) increase in sugar per tonne of cane on better monsoon as forecasted by govt;

and (3) rise in inventory to consumption ratio to 21% by Sep11 from 17% now

driven by 20% rise in crop area planted by farmers this year.

Cutting EPS and PO upto 83% on declining sugar price

We have cut FY11e EPS estimates of all sugar stocks under coverage by 50-83%

driven by cut in margins owing to forecast decline in sugar price vs cane cost. We

have cut PO by 38-65%. We now base PO on P/B of 1.6-1.8x FY11e (YE Sep)

equivalent to trough P/B in previous down cycle. However, Bajaj Hindusthan PO

is based on 0.8x P/B owing to inferior ROE. (We have ignored the distressed PB

level of 0.4x during subprime crisis).

Buy Renuka on diversified business and ethanol price hike

Renuka is unique in having trough ROE of 17% in previous downturns owing to

cost flexibility and diversified business. We maintain Buy as Renuka could limit its

ROE decline yet again to 17% driven by (1) 3x jump in distillery volume owing to

jump in molasses supply in addition to 29% increase in ethanol price as decided

by govt recently; (2) around 60% increase refining volume led by commissioning

of 1mt Mundra refinery in Dec10; and (3) 2x jump in power sales driven by higher

utilization. Our PO of Rs80 is at 1.8xFY11e P/B owing to 17% trough ROE.

Cycle to turn up once production peaks off

Historically sugar price bottoms out once production cycle peaks off. There is a

risk of production to peak off by Feb 2011 as (1) delay in payment to cane farmer

as being reported recently could lead to crop area reduction; and (2) rise in oil

price and ethanol outlook could prompt Brazil mills to reduce sugar production.

Safe Harbor Statement:

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

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Re: [Ways-2gain] ROCKET STOCK.... SPEL SEMICONDUCTOR LTD At 17.7/-; TARGET 29/- & 45/-

This message I have seen in money control 4 days back asposted by

Some BIG_BULLS or so.

there sare some common things that this Rocket stock message says

1:Mumbai Bulls and Operators are accumulating at current price. Because Stock is available at very cheep price

Every message has this line and I checked the volume, 4 days back seeing

money control message the volume is very low.

So is this line to trap? Any way I am going to reply this , stating this common line in all rocket messages in money control

Thanks

Pillai

--- On Thu, 4/29/10, VALUE_BUY <aspect_tech@yahoo.com> wrote:

From: VALUE_BUY <aspect_tech@yahoo.com>
Subject: [Ways-2gain] ROCKET STOCK.... SPEL SEMICONDUCTOR LTD At 17.7/-; TARGET 29/- & 45/-
To: Ways-2gain@yahoogroups.co.in
Date: Thursday, April 29, 2010, 8:07 AM

ROCKET STOCK.... SPEL SEMICONDUCTOR LTD At 17.7/-; TARGET 29/- & 45/-

BUY "SPEL SEMICONDUCTOR LTD ". At 17.7/-; TARGET 29/- & 45/-

4th Quarter Results will be announcing on May 3rd ; Results Expected to be Great.. Markets Expecting EPS will 4.5/- (Annulized) PE just 4 Average PE for this Industry 18 as per this stock will zoom to 29/- minimum after Results.

SPEL SEMICONDUCTOR LTD Trading in BSE at 17.7/-in B Group. (BSE Code- 517166) Target 29/- & 45/- for short term. Safe Investment at 17.7/-. Face Value 10/-; Company having good Fundamentals and good Financial background and Good Managament and Company having good International prestigious Clients from UK, USA, Erope, Denmark, Canada, Spain, Germany, France, Italy and Holland.
And in Market rumors also Promoters Stake is 57% planning to sell at 29/- soon to Big company… In this market Safe investment for this Stock at 17.7/- With target of 29/- & 45/-.
3rd Quarter already company Announced 300% up Net profit at 2.42 Cr and 4th Quarter will Annonce 3rd May Expecting Net Profit will zoom 400% at 3.9 Cr with Annualized EPS 3.5/-

See My last 6 Months Fundamental calls 1) SE Invest given at 185/- Touched 800/- 2) Bihar Tubes Given at 57/- Touched 127/- 3) IFCI given at 42/- Touched 57/-4) Gujarat Borosil Ltd given at 11/- Touched 17/- 5) VIKAS WSP given at 21/- Touched 35/- 6) Techtran Poly given at 12/- Touched 25/- 7) SURYA PHARMA given at 90/- Touched 187/- 8) SANJIVANI PARENTAL given at 23/- Touched 65/- 9) PONNI SUGARS given at 57/- Touched 1502/- 10) RPG LIFE SCINCE given at 23/- touched 78/- 11) EASTERN SILK given at 14/- touched 19/- 12) Comp-U-Learn given at 5/- Touched 35/- (7 times return). 13) Moldtek Plastics given at 32/- Touched 63/- 14) Sathvahana Ispat given at 17/- Touched 53/- 15) Celestial labs guven at 13/- Touched 43/- 16) Navabharath given at 130/- Touched 435/- 17) Compact Disc given at 39/- Touched 94/- 18) Dena Bank given at 35/- touched 85/- 19) Vijaya Bank given at 23/- Touched at 53/- 20) Hotel leela given at 23/- Touched 53/- 21) Hyderabad Industries given at 237/- Toched at 635/- 22) Infotech Enterprices given at 127/- Touched 400/- 23) Natco Pahrma given at 47/- many times Now Toched 175/-
SPEL Semiconductor Limited is India's first & only Semiconductor IC Assembly & Test facility. SPEL pioneered the Outsourced Semiconductor Assembly & Test Services (OSAT) market in India and continues to steadily do so. SPEL is a trusted & strategic contract manufacturing partner for many of the world's leading Semiconductor companies.
SPEL initially supplied to the domestic market. SPEL soon acquired the expertise to serve the global market. SPEL's Customers are some of the biggest Integrated Device Manufacturers (IDMs) and Fabless Companies in the United States and Asia. SPEL offers Packaging Technology for Semiconductors used in diverse end-market applications including Communications, Consumer Electronics and Computing.
SPEL provides full turnkey solutions that include Wafer sort, Assembly, Test and Drop-shipment services which help Customers accelerate time-to-revenue for their new products. SPEL also offers value added services such as Package Design, Failure Analysis and Full Reliability Test, Test Program Development & Product Characterization.
With its manufacturing facilities near Chennai, SPEL has 600 employees and offers more than 100K square feet of manufacturing space. SPEL is certified for the ISO 9001:2000, ISO 14001:2004, & TS 16949:2002
SPEL Semiconductor Limited, Indias first & only semiconductor IC Assembly & Test Company, was able to maintain its revenues stream in spite of the present global economic scenario. Announcing its unaudited results for Q3 FY 09-10, SPEL reported sales of Rs 22.09 Crores ( 14% growth in rupee terms compared to same period last year) with a PAT of Rs 2.42 Crores (Rs.3.87 lakhs for the same period last year FY 2008-09). The performance during Q3 FY 2009-10 improved due to increased sales coupled with the Industry stability. And Quarter 4 Results will declare May 5th Expecting Turnover is 35 Cr and Netprofit 5 Cr because from the last Quarter company growth is very very good. So last Quarter results will be very very good.

While the Global Semiconductor Industry showed negative trend, SPEL surged ahead with a positive growth during 2009. The recession created a vacuum for new products and technologies which in turn creates a growth market. The inventory burn and lack of orders have created a huge backlog for customers and suppliers in general and they aim to attain sufficient inventory levels for all their customers as demand continues to grow.

Management had introduced various Cost and Energy saving measures during the previous quarter. These have started producing results during this Quarter itself. Due to these proactive approaches SPEL has been effective in riding the recession wave and emerge out of it with negligible impact.

According to many industry experts in the Semiconductor industry, the year 2010 would see an industry growth of around 10% to 14% while some predict growth as high as 22%. In any case, the industry is gearing itself to start the New Year with a positng to market firms Gartner & WSTS, the semiconductor industry saw a decline of 11.4% in 2009 reaching to US$226 Billion. With the first signs of recovery starting in November 09, Industry is poised to grow 12.2% in 2010 reaching revenue of US$ 249.6 Billion and continuing into 2011 with a CAGR of 2.8%.

To tap this opportunity SPEL has invested, from internal generations, Rs.7 Crores during FYQ3. This will increase the annual capacity by 27 Million units and will yield additional annual revenue of Rs. 8.5 Cr. This will soon be followed by another major capacity expansion with investment of about Rs. 26 Cr.
As per this total value per stock is nearly 35/- above. Stock Trading at 17/- is very cheep Price. As per this Minimum Stock Price will go to 29/- +++ in future minimum. But I will tell definitely Stock Value is More than 45/-++++++++ +. Last Quarter company declared Turnover 23 Cr and Net Profit of 2.5 Cr. Mumbai Bulls and Operators are accumulating at current price. Because Stock is available at very cheep price at 17/-; Compare to all stocks good value at present Market situation.

Share Holding Pattern:
Promoters : 57.5%; FII's 2.5%; Corporate Bodies : 4%; Public only 36%

This company has a great future. Even if we give a conservative P/E of 10 (Industry Avarage PE was 18), It should be trading at Rs. 29+ based on FY 2009-10earnings. So there is a long way to go. Investors with faith in SPELS management and having patience will definitely earn a lot based on Value of Stores and Global Brands and Profits.

Possitive Points for this stock for Up moving:

1) SPEL SEMICONDUCTOR LTD trading at 17.7/- trading in BSE Company Stocks not participated for recent Rally; Now Its good bet to Buy because of Company giving good IVth Quarter Results on May 3rd. Best Time to Buy at 17.7/- with Target of 29/- & 45/- Short time.
2) Mumbai Bulls and Operators are accumulating at current price. Because Stock is available at very cheep price at 17.7/-; Compare to all stocks good value at present Market situation. Good Profit making company; company Annonced good Net Profit in 3rd Quarter and Expecting 4th Quarter results is Great at EPS 4/-
3) FII's are interesting to invest because Company having good Value and Promoters Holding 57%.
4) Company Projected EPS for 2009-2010 is 3/- and 4th Quarter results Expected EPS was 3.5/- (Annualized) .
5) 10/- Face Value stock Available at 17/- with EPS 3.5/- and Good Fundamental Company. No risk at Present rate at 17.7/- with target of 29/-

Enter current price at 17.7/- Short term Target 29/- & 45/- Strong Fundamentals.
Happy Investing...

BIGBULLS
MUMBAI

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BSEIndia: All Stock Market News

Sunday, May 02, 2010

DG - Money Times [1 Attachment]

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Indian Stocks BSE

Indian Stocks BSE

[sharetrading] Free Intraday Tips For 3 May 2010

Free Intraday Tips For 3 May 2010

[indianstockmarket] MIC Electronics - Value Buy - 100% return in year [3 Attachments]

[investwise] GS: IF RIL Loses The Case With RNRL, Stock Could Trade Sub Rs 1000

[investwise] BOA ML-Get Out Of Indian Sugar, the sooner-the better!

Re: [Ways-2gain] ROCKET STOCK.... SPEL SEMICONDUCTOR LTD At 17.7/-; TARGET 29/- & 45/-

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