Sensex

Monday, June 14, 2010

**[investwise]** BOC India To Delist; All MNC Are Speculative Bets now!

 

BOC India Ltd has informed BSE that the Company has received a proposal dated June 14, 2010 from Linde Holdings Netherlands B.V. (the 'Acquirer') to voluntarily delist the equity shares of the Company presently traded on The Bombay Stock Exchange Ltd ('BSE'), the National Stock Exchange of India Ltd ('NSE) and the Calcutta Stock Exchange Association Limited ('CSE'), from each of the BSE, the NSE and the CSE.
 

 
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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INVESTMENTS IN INDIA
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**[investwise]** Akzo Nobel (BSE 500710) Wants "Dulux" To Shine Up India

 

Three years ago, Hans Wijers transformed Dutch firm Akzo Nobel from a mid-size drugmaker to the world's largest paints company by
acquiring UK's ICI. The former civil servant, who dabbled as a business consultant before becoming the Dutch minister for economic affairs only to return to the corporate world and eventually became the CEO of Akzo Nobel, loves to ask questions. In an exclusive interview with
ET , he says asking helps him build a logic as he prefers to ask how one is doing and what he is doing, rather than telling people what to do. But the task is cut out for the India team at Akzo Nobel with the top boss looking at more than fourfold jump in revenues to e1 billion by 2015. Excerpts:

Much before buying ICI you said a measure of great leadership is courage, citing example of IBM transforming from hardware to software firm. You did something similar, so was it planned years ahead?

Not exactly the timing and exact steps. But where we wanted to go, yes. It took me one year to think of the sequence of steps and then I followed that agenda.

How did you justify selling high-margin pharmaceutical business in favour of paints?

One of my teachers once said it is not good to be generally right, and you have to be specifically right. Pharmaceuticals is interesting but its high-risk and high-return business and needs scale. We had a nice business, but we were relatively small. We were already a big player in paints and I felt it was an underestimated sector with high-growth potential and if you become number one, you have a very attractive position. So, it was a counter intuitive move and we sold off pharma business and used that money to get ICI. Yes, the margin is not as high as pharma, but in 2009, despite the economic scenario, we still had a formidable margin. It's a very attractive business and less cyclical than what people thought. The deal also gave us a great platform in all growth markets, including the BRIC.

But in some of the emerging markets including India, you are not among the top two firms....

In mature markets like Europe and US, if I see a situation like this I would be concerned. But looking at the growth potential in India, its early days and markets are still in infancy. We are at number three position in India but it will change. We have just begun. India will see atypical pattern of growth, services first then industry will take over and we are going to benefit from this. The country has developed a better sense of direction over the past few years that I have been visiting India.

You have indicated Akzo Nobel is not chasing mega deals like ICI in the paints industry. What does it mean for consolidation and for Indian growth plans?

For very big companies, it is less likely to happen but there are still a long list of companies in the e2-2.5 billion sales mark. So there are lot of M&A opportunities, maybe not within the top five firms but we have aggressive growth ambitions in emerging markets including India. Now, we can do a lot via organic growth in India and the ambition is to upscale the business here in 4-5 years to a e1 billion euro company. That's basically organic growth. Our M&A strategy can be for three reasons. In mature markets, if it leads to consolidation where you can reach the top two positions. In emerging markets, which are at a certain stage of development, to establish a growth platform. ICI has us an entry into markets like India and China where we were too late in the game. Thirdly, if there are local players with excellent technology who do not have resources to go global, we can buy them.

Analysts say your China investment strategy has more clarity than that for India...

Until now, what we have done in India is on a relatively low scale beyond the cost of acquiring ICI India. We expect it to grow much faster now on the industrial side, which means performance coating business and specialty chemicals in the B2B segment that is small at present compared to our decorative paints business. We have got more ambitious and rather than taking step by step, we plan to accelerate growth in the industrial side. And that could also include acquisitions plus big investments in new plants across the country. For decorative paints business, we want to really outgrow the market primarily through organic expansion. If there are some attractive targets, we will look at them.

How do you attack emerging markets like India with a brand that is perceived to be relatively premium? Is there a second brand in the works?

Dulux is not just for the very high end and it has different offerings. We have a second brand in some markets and need to build on that. A typical mistake that companies from US and Europe make is focus on high-end products. Although you can grow that, you miss out on enormous opportunities in other markets. Our ambition is to participate in the mid-segment also. There is an existing brand in India and we will use it to serve the mass and mid-end market.

Sometime ago, you delisted from Nasdaq. Is it part of a strategy to exit from multiple stock exchanges and what does it mean for Indian arm where the public holding norms have just changed?

We were listed in Nasdaq and then we found what Sarbanes Oxley was about. We decided to exit after looking at the benefits and costs involved under the new regulations as international capital markets do not give any premium to have a dual listing in US and Europe. So we only saw the additional costs. If we would ever make a move again, we would not go back to Nasdaq and look at opportunities in Asia. For India, we haven't completely made up our mind and are currently majority shareholder. It's not the highest priority to bring operations directly under one roof. Besides, there's an advantage of being a listed company as it attracts more attention and even if we don't do it for the need for capital, it makes sense to connect with the people. So there might be an argument to stay listed on stock exchange.

You have made fairly interesting career moves swinging between public administration and corporate world...

I am a curious person and always interested in changes. Having a government experience has been useful to understand how government works and why public servants do what they do. As a consultant, I have learnt to digest lot of information at a very fast pace.

But you must be glad you are in the other side, given the state of European economy...

I continue to follow closely what is going on in Europe. Even as the growth markets are in BRICs, 40% of our business is in Europe. If you study the history of EU changes take a lot of time. They were never nicely done and Europe stumbles from one change to another and typically looks a bit awkward. But they get there. I guess this time also you will see it will take too much time, mistakes will be made but in the end it is an irreversible process for the European countries to unite further.

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]** Hindustan Dorr Oliver: Making Money From Recycled Water

 

Deustche Bank Research
World Water Markets

The world's water markets are confronted with major challenges. The growth of the global population goes hand in hand with a rise in demand for food, energy and other goods. This means the demand for water will increase accordingly – in the face of a limited supply of this vital resource. 

Usage conflicts are inevitable, and will become more acute on account of wasteful use and pollution. Scarcity of water is a humanitarian problem and it can curb economic growth. Climate change will amplify many water-related problems and create new ones.

We put the annual investment required in the global water sector at about EUR 400-500 bn. Measured by this yardstick the sector is a picture of underinvestment, especially because water prices in many areas are subsidised and thus too low. As a result, there is a lack of incentives for necessary investments. 

The prices do not reflect the scarcity of water as a resource; wastage is encouraged. Corruption and the absence of ownership rights compound the problems. To turn the tide, water prices in many countries would have to be boosted. The need to incorporate social considerations in the process greatly reduces the scope for making such increases in practice.

Governments will not be able to raise the funding needed to cope with the upcoming tasks on their own. While there is considerable disquiet about private firms investing in the water sector, the public sector is simply unable to meet all the challenges single-handedly. For this reason, we believe it makes sense for governments and the private sector to cooperate more closely.

Makers of "water technologies" stand to benefit from huge sales potential over the next few decades – despite the risks cited. There is likely to be a particularly sharp increase in the demand for efficient irrigation technologies, seawater desalination and sewage treatment facilities, technical equipment (e.g. pumps, compressors and fittings), filter systems and disinfection procedures.

We have used a scoring model to rank the attractiveness of various countries for investments in the water industry. The Top 20 include many countries from the Middle East that are rich due to their oil deposits, located in very dry regions and relatively stable politically. 

Two big industrial countries, Germany and the US, and the world's two most populous nations, India and China, are also among the Top 20 in our ranking. In principle, though, all countries require a substantial amount of investment in the water sector.

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]** Tata Coffee: Coffee Price Rise May Benefit, As Prodn Falters In South America

 

The financial media has been focusing on the financial storm brewing on Wall Street, but today I'm here to tell you about an upcoming storm of a different sort. You see, the weather can have a palpable impact on financial markets, and right now it looks poised to send one of my favorite soft commodities soaring.

I think the coffee price is heading higher.

Right on cue, the announcement last week of higher storm estimates for the 2010 hurricane season has started to impact commodities. The National Oceanic and Atmospheric Administration, is predicting an above-average year of tropical storms for the Atlantic basin.

According to USAToday:

The agency's forecast for 2010, released today, calls for 14 to 23 named storms in the Atlantic Ocean, Caribbean Sea and Gulf of Mexico.

Of those named storms, 8 to 14 should become hurricanes, including 3 to 7 "major" hurricanes, with wind speeds above 111 mph, the agency says.

Tropical storms are given a name when wind speeds reach 39 mph, and are upgraded to hurricane status when sustained winds reach 74 mph. An average Atlantic hurricane season sees 11 named storms, including six hurricanes, with two becoming major hurricanes.

If this outlook holds true, this season could be one of the more active on record," NOAA chief Jane Lubchenco said today at a press conference.
Some of the markets most affected by hurricanes are surely the soft commodities - coffee, sugar, and cocoa - which I want to discuss now.

Storms are a big deal for commodities because they impact the supply and demand equilibrium that would otherwise take place in the market. If a major storm system severely restricts coffee production, for instance, supply gets choked off, and prices rise as a result. That's a very good thing for commodities investors who place bets expecting prices to rise during storm season...

Right now, I think that one particular soft commodity - coffee - could be best poised to profit.

Coffee Price

Coffee looks ready to test the $1.38 level for the third time since April. A strong triple bottom with prices holding $1.30 January, March and now April/May is very encouraging for bullish rallies.

Here's more from Bloomberg:

Coffee futures climbed the most in four weeks after a tropical storm slammed Guatemala, Central America's largest producer. Cocoa also gained.

Landslides and flooding killed at least 82 people and left 53 missing, David de Leon, a spokesman for Guatemalas national disaster agency, said yesterday. Downed bridges and landslides cut off access for some coffee growers in western Guatemala, said Lucrecia Rodriguez, a deputy manager at Anacafe, an industry trade group.

People are concerned about the conditions in Guatemala, said Tom Mikulski, a senior market strategist at Lind-Waldock, a broker in Chicago.
When it comes to staking out your own coffee position, time is of the essence...

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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INVESTMENTS IN INDIA
We are low-risk, long-term investors. 

Stocks, mutual funds and the entire investment gamut.  Only financing/investment avenues in India will be discussed. 

For any assistance, questions or improvement ideas, contact investwise-owner@yahoogroups.co.in

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[sharetrading] Markets

 

Sideways to down bias.

Sugar will do well.

Abe

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Indian Stocks BSE

Indian Stocks BSE


MUDRA ( 532820 )

Posted: 14 Jun 2010 07:07 AM PDT

Free Intraday Cash Tips from Tipz.in for 15th Jun 10
532820 Chart ( MUDRA )
Action Trigger Price Stop LossTarget 1 Target 2
BUY ABOVE37.537.138.339
S.SELL BELOW36.737.335.634
531241 Chart ( LINC PEN &PL)
Action Trigger Price Stop LossTarget 1 Target 2
BUY ABOVE767580.584
S.SELL BELOW74.575.57267
532281 Chart ( HCL TECHNO )
Action Trigger Price Stop LossTarget 1 Target 2
BUY ABOVE379377384389
S.SELL BELOW375.5378374367


MASCON GLOB ( 531131)

Posted: 14 Jun 2010 07:06 AM PDT

Hot Stocks from Tipz.in for 15th Jun 10
531131(MASCON GLOB.), 532656(FACOR ALLOYS), 532820(MUDRA ),
515043(SAINT-GOBAIN), 531241(LINC PEN &PL), 532281(HCL TECHNO ),
531898(SANGUINE MD ), 530321(UNIMIN INDIA), 504879(ORIENT ABRAS),
526544(SCANP GEOM ), 590084(KANCO ENTER ), 507315(SAKTHI SUGAR).


[sharetrading] Nifty reckoning

 

Depending on how nifty moves above or below 5172 or 5238 with pivot 5180 near. Basically bulls have regained some form of control. But volume traded does not inspire confidence. How ever market is moving up and so does all plays…

As long as 5080 is not tested, be long LONG.. LONG…

 

Till US crosses 10400, I will keep on harping about caution….. So BEWARE and trade cautiously with tight SL’s in LONG direction

Above 5250, target of 5500 seems almost certain. Though a minor resistance seen at 5410.

 

Abe

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**[investwise]** Kansai Nerolac Fixes June 24, 2010 As Record Date For 1:1 Bonus Issue

 

Kansai Nerolac Paints Ltd has informed BSE that the Company has fixed June 24, 2010 as the RECORD DATE for determining the Members who would be entitled to the Bonus Shares to be issued by the Company in the proportion of ONE Equity Share for every ONE Equity Share held in the Company.
 


 
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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INVESTMENTS IN INDIA
We are low-risk, long-term investors. 

Stocks, mutual funds and the entire investment gamut.  Only financing/investment avenues in India will be discussed. 

For any assistance, questions or improvement ideas, contact investwise-owner@yahoogroups.co.in

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RE: [sharetrading] Sugar

 

Thanks

Sent from my Nokia phone
-----Original Message-----
From: A P Abraham
Sent: 14/06/2010 3:18:53 pm
Subject: [sharetrading] Sugar

Sugar has breached near high on day charts and is holding above. Hopefully
everything should be OK with sugar stocks in coming days, if no untoward
happens..

Abe

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[sharetrading] Fwd: High Noon: Close to golden ratio (61.8%) again

 



 
High Noon
[June 14, 2010]
 Summary of Contents
 
PUNTER'S CALL

At 61.8%

The Nifty has retraced 61.8% of the fall form 5400 to 4786 which was expected in wave X up...


 
SMART CHART CALLS
 

 
MOMENTUM CALLS
 

Click here to read report: 
Highnoon

 
Regards,
The Sharekhan Research Team
myaccount@sharekhan.com

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