Sensex

Monday, June 28, 2010

[sharetrading] Nifty ID

 

Very high risk takers buy nifty fut > 5287 fut. SL 5276.

Expect market rallying as India is more down than EU

All are Hit And Run

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[sharetrading] Balaji tele

 

Something is cooking here.

Buy > 61.5. SL 53 or 2% or < 58.1

Abe

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**[investwise]** Interesting Reports [5 Attachments]

 
[Attachment(s) from Maverick included below]


FYI

 
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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Attachment(s) from Maverick

5 of 5 File(s)

Recent Activity:
*****************************************
http://in.groups.yahoo.com/group/investwise/

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

****************************************************************

NEW! ==== Check our LINKS and FILES sections for a world of information. REGULARLY UPDATED.

NEW! ==== Check "Tracklist" in Links and Files sections for Investment Ideas.

****************************************************************
.

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[sharetrading] Nifty ID

 

A turn is expected soon. But all rallies today could be fake. Take hit and run strategy.

__._,_.___
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**[investwise]** Finolex Industries-Primed For A Re-Rating [1 Attachment]

 
[Attachment(s) from Maverick included below]

Finolex Industries-Multi-Bagger
BSE 500940; CMP Rs 78
 
(Finolex Ind gets single digit PEs while similar manufacturers like Sintex and Astral Poly get twice the PEs. This under-valuation cannot sustain for long. Finolex Ind is ready for a re-rating)
 
There has been a significant increase in the disposable income of the Rural population, driven by the various government schemes. An improvement in the cash position has allowed the rural population to reinvest in their farm land and to build concrete houses, which are the two top priorities in Rural India. The impact of NREGA has been that middle class living in rural and sub-urban India has created additional demand for PVC pipes-which grew 30 per cent in FY10, and this momentum is likely to continue.
 
Finolex Industries is the largest integrated PVC pipe manufacturer in the country with a capacity of 140,000 MT which is expected to increase by another 50,000 MT in FY11.
 
Finolex Ind offers a wide range of PVC pipes and fittings for diverse applications in agriculture, housing, telecom industry. It also manufactures speciality pipes and fittings for the construction industry. Currently, 75 per cent of sales are made to the Irrigation sector.
 
Finolex has aggressive plans to capture incremental market share in Northern India, where the demand for PVC pipes is growing at a high pace mainly driven by the construction, with demand forecast to grow by 35 to 40 per per annum over the next 5 years.
 
Besides growth in sales volume growth, Finolex Industries will be saving massively on input cost, where captive power will help reduce power cost from 10 per cent of Sales in FY09 to 4 per cent in FY11. This will be the biggest contributor to margin improvement in FY11.
 
Finolex Industries is also present in the drip irrigation business through it's joint venture-which is growing at an exponential pace. During FY10, this JV grew revenues by 67 per cent yoy and returned EBITDA margins of 30 per cent. Value unlocking through a listing of this entity over the next 3 years is a distinct possibility.
 
Most importantly, Finolex has shifted one of it's production facilities to Ratnagiri. The said facility was located on a piece of land admeasuring 78 acres and situated in Pune. There are plans to sell this land and close-out corporate debt. The land sale should bring in Rs 410 crore or roughly Rs 33 per share. Adjusted for this land sale, the Finolex Industry stock is available for a mere Rs 50 per share.
 
The management is confident of clocking a net CAGR earnings of 22 per cent for the period FY10-FY12, primarily driven by higher volume growth in the pipes business coupled with robust margins backed by huge power cost savings.
 
At the current price, Finolex is quoting at 5 and 4 times EV/EBITDA for FY11-FY12. The stock also offers a near 4 per cent Dividend yield.


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.
 
 
 

 
 


--- On Fri, 6/25/10, Dharmesh Shah <dmesh_shah@hotmail.com> wrote:

From: Dharmesh Shah <dmesh_shah@hotmail.com>
Subject: Hi ! From Dharmesh
To: "Rajiv Handa" <rajivhanda@yahoo.com>
Date: Friday, June 25, 2010, 5:27 PM

Dear Sir

How are you ? reading your article regularly . Was trying to call you but it seems your numbers are changed , would appreciate if you can forward me your current contact detail.

Thanks
Dharmesh Shah


Chin music and high voltage T20 action on MSN Sports Sign up now.

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Attachment(s) from Maverick

1 of 1 File(s)

Recent Activity:
*****************************************
http://in.groups.yahoo.com/group/investwise/

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

****************************************************************

NEW! ==== Check our LINKS and FILES sections for a world of information. REGULARLY UPDATED.

NEW! ==== Check "Tracklist" in Links and Files sections for Investment Ideas.

****************************************************************
.

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**[investwise]** Can Fin Homes-Extreme Under-valuation; FY10 EPS Rs 19, Div Rs 2/share, PE-5 [2 Attachments]

 
[Attachment(s) from Maverick included below]

Can Fin Homes-Why Does This Stock Fetch A PE of 5 and HDFC a PE of 30 and Gruh Finance a PE of 25?
 
Set up under the sponsorship of Canara Bank in 1987, Can Fin Homes is the first bank sponsored Housing Finance Company in India . The expertise gained by us in housing finance over the years gives us the confidence to come upto your expectations. A unique personal touch in service makes us different from others. We also make sure that our customers will not have to undergo any hassles in getting the loan from us.

 

COMPANY PROFILE

 

GENESIS
  • CFHL was promoted in 1987, the "International Year for Shelter for the Homeless" by Canara Bank in association with reputed financial institutions including HDFC and UTI. Now NHB is also an important equity holder in CFHL.
  • CFHL was set up with the mission of promoting HOME OWNERSHIP and increasing HOUSING STOCK all over the country.
  • The vision of Canara Bank on the relevance of having an exclusive outfit for providing housing finance at a time when institutional finance was not flowing to the housing sector to the required extent and banks had constraints in locking up funds in long term housing finance saw the birth of CFHL.

STANDING

  • Can Fin Homes Ltd. (CFHL) is the first and the biggest bank sponsored Housing Finance Company (HFC) in the country and one among the top players in the country's housing finance sector.
  • The company has a standing of over 22 years.
  • CFHL is one among the four HFCs selected by NHB in its first phase of securitisation programme.
  • CFHL enjoys 5 Star rating from NHB for the purpose of refinance.
  • CFHL's Deposit programme enjoys "MAA+" rating, which is the highest possible under High Safety rating.
  • CFHL has an all India presence with a network of 40 branches.

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.
 
 
 

 
 

__._,_.___

Attachment(s) from Maverick

2 of 2 File(s)

Recent Activity:
*****************************************
http://in.groups.yahoo.com/group/investwise/

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

****************************************************************

NEW! ==== Check our LINKS and FILES sections for a world of information. REGULARLY UPDATED.

NEW! ==== Check "Tracklist" in Links and Files sections for Investment Ideas.

****************************************************************
.

__,_._,___

**[investwise]** More Corporate Presentations [5 Attachments]

 
[Attachment(s) from Maverick included below]

 
FYI

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.
 
 
 

 
 

__._,_.___

Attachment(s) from Maverick

5 of 5 File(s)

Recent Activity:
*****************************************
http://in.groups.yahoo.com/group/investwise/

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

****************************************************************

NEW! ==== Check our LINKS and FILES sections for a world of information. REGULARLY UPDATED.

NEW! ==== Check "Tracklist" in Links and Files sections for Investment Ideas.

****************************************************************
.

__,_._,___

**[investwise]** Reports and Presentations [5 Attachments]

 
[Attachment(s) from Maverick included below]

 
FYI

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.
 
 
 

 
 

__._,_.___

Attachment(s) from Maverick

5 of 5 File(s)

Recent Activity:
*****************************************
http://in.groups.yahoo.com/group/investwise/

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

****************************************************************

NEW! ==== Check our LINKS and FILES sections for a world of information. REGULARLY UPDATED.

NEW! ==== Check "Tracklist" in Links and Files sections for Investment Ideas.

****************************************************************
.

__,_._,___

[sharetrading] RPOWER

 

RPOWER LOOKS STRONG ABOVE 166.....TGT 188....
 
Regards,

VBHN Advisory


__._,_.___
Recent Activity:
Please use your discretion before acting on the ideas expressed in the group.
Happy Trading,
United we grow!!!
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Fw:Sharekhan: Daring Derivatives: 29-June-2010

 
Sharekhan Investor's Eye
 
Daring Derivatives
[For June 29, 2010] 
Summary of Contents

DARING DERIVATIVES

Derivatives Summary

  • Nifty (July) future premium has decreased to 6.45 points from 14.65 points and 7.60 lakh shares were added in the open interest.
  • The total open interest in the market was Rs111,781 crore and Rs5,898 Crore was added in the open interest.
  • Nifty call option added 18.00 lakh shares in the open interest, whereas put option added 25.30 lakh shares in the open interest.

Click here to read report: 
Daring Derivatives

Regards,
The Sharekhan Research Team
myaccount@sharekhan.com

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