Brokers reports,Intraday calls,Nifty free calls,Free intraday,stbt calls,btst trades .....: March 2011

Thursday, March 31, 2011

[T.S.R:17153] TSR OPTIONS MARCH 2011 PERFORMANCE SHEET

TSR OPTIONS MARCH 2011 PERFORMANCE SHEET

PREMIUM OPTIONS CALLS

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CALLS FOR MARCH 2011
TSR OPTIONS PLAN MARCH 2011 PROFITS Rs. + 16750/-

PREMIUM CALLS FOR 31 ST MARCH 2011 (PROFITS + 1600/-)

BUY NIFTY APR 5700 PE AT CMP - 75-76, SL - 65, TGT LATER ---> BOOKED AT 86 = + 500/-
BUY BHARTIAIR APRIL 340 PE AT CMP - 5.40, SL - 3, TGT LATER ---> BOOKED AT 6.50 = + 1100/-

PREMIUM CALLS FOR 30 TH MARCH 2011 (PROFITS - 500/-)

BUY NIFTY 5700 CE AT CMP - 85, SL - 75, TGT LATER ---> EXITED AT 75 = - 500/-

PREMIUM CALLS FOR 29 TH MARCH 2011 (PROFITS + 1250/-)

BUY ASHOKLEY 57.5 CE AT CMP - 1, SL - 0.80, TGT LATER ---> EXITED AT 0.80 = - 800/-
BUY RANBAXY 440 PE AT CMP - 6, SL - 2, TGT LATER ---> BOOKED AT 11.5 = + 2750/-
BUY NIFTY APRIL 5600 PE AT CMP - 84, SL - 70, TGT LATER ---> EXITED AT 70 = - 700/-

PREMIUM CALLS FOR 28 TH MARCH 2011 (PROFITS 0/-)

NO CALL GENERATED ---> =

PREMIUM CALLS FOR 24 TH MARCH 2011 (PROFITS - 950/-)

BTST NIFTY 5400 CE AT CMP - 128, TGT LATER ---> BOOKED AT 141 = + 650/-
BUY NIFTY 5400 CE AT CMP - 146, SL - 134, TGT LATER ---> EXITED AT 134 = - 600/-
BUY HDIL 160 CE AT CMP - 4.70, SL - 3.70, TGT LATER ---> EXITED AT 3.70= - 1000/-

PREMIUM CALLS FOR 23 RD MARCH 2011 (PROFITS + 1000/-)

BUY NIFTY 5400 CE AT CMP - 119, SL - 102, TGT LATER ---> BOOKED AT 129 = + 500/-
BUY NIFTY 5400 CE AT CMP - 118, SL - 112, TGT LATER ---> BOOKED AT 128 = + 500/-

PREMIUM CALLS FOR 22 ND MARCH 2011 (PROFITS + 650/-)

BUY NIFTY 5400 CE AT CMP - 83-84, SL - 65, TGT LATER ---> BOOKED AT 100 = + 850/-
BUY NIFTY 5400 PE AT CMP - 64-65, SL = 60, TGT LATER ---> EXITED AT 60 = - 200/-

PREMIUM CALLS FOR 21 ST MARCH 2011 (PROFITS 0/-)

BUY NIFTY 5400 CE AT CMP - 89, SL - 75, TGT LATER ---> BOOKED AT 99 = + 1000/-

PREMIUM CALLS FOR 18 TH MARCH 2011 (PROFITS - 950/-)

BUY NIFTY 5400 CE AT CMP - 139, SL - 122, TGT LATER ---> EXITED AT 122 = - 1700/-
BUY TATAMOT 1150 CE AT CMP - 49.5, SL - 45, TGT LATER ---> BOOKED AT 51.5 = + 500/-
BUY TCS 1100 CE AT CMP - 20.5, SL - 18, TGT LATER ---> BOOKED AT 21.5 = + 250/-

PREMIUM CALLS FOR 17 TH MARCH 2011 (PROFITS + 1650/-)

BUY NIFTY MARCH 5500 CE AT CMP - 100, SL - 85, TGT LATER ---> BOOKED AT 110 = + 500/-
BUY NIFTY MARCH 5500 CE AT

CMP - 85, SL - 70, TGT LATER ---> BOOKED AT 93 = + 400/-
BUY TCS MARCH 1100 CE AT CMP - 29.50-30, SL - 26.50, TGT - 33-37 ---> BOOKED AT 32.5-33 = + 750/-

PREMIUM CALLS FOR 16 TH MARCH 2011 (PROFITS 0/-)

NO CALLS GENERATED ---> = 0/-

PREMIUM CALLS FOR 15 TH MARCH 2011

(PROFITS - 1400 /-)

BUY NIFTY MARCH 5400 PE AT CMP - 98, SL - 80, TGT LATER ---> EXITED AT 84 = - 1400/-

PREMIUM CALLS FOR 14 TH MARCH 2011 (PROFITS + 2700/-)

BUY TCS MARCH 1100 CE AT CMP - 25, SL - 18, TGT LATER ---> BOOKED AT 31 = + 500/-
BUY NIFTY MARCH 5500 CE AT CMP - 93, SL - 80, TGT

LATER ---> BOOKED AT 117 = +

1200/-

PREMIUM CALLS FOR 11 TH MARCH 2011 (PROFITS - 1500/-)

BUY HINDALCO MARCH 210 CE AT CMP - 7.25-7.35, SL - 6, TGT LATER ---> EXITED AT 6 = - 2500/-
BUY NIFTY MAR 5500 CE AT CMP

- 94, SL - 85, TGT LATER ---> BOOKED AT 97 & 88 = + 150/-
BUY NIFTY MARCH 5400 PE AT CMP 97, SL - 85, TGT LATER ---> BOOKED AT 108 = + 550/-

PREMIUM CALLS FOR 10 TH MARCH 2011 (PROFITS + 700/-)

BUY NIFTY MARCH 5500 CE AT CMP - 105 & 90, TGT LATER ---> BOOKED AT 113 = + 400/-
BUY NIFTY MARCH 5400 PE AT CMP - 73, SL 60 TGT LATER ---> BOOKED AT 90 = + 850/-
BUY NIFTY MAR 5400 PE AT CMP - 91, SL - 80, TGT LATER ---> EXITED AT 80 = - 550/-

PREMIUM CALLS FOR 09 TH MARCH 2011 (PROFITS - 750/-)

BUY NIFTY MARCH 5500 CE AT CMP - 144, SL - 130, TGT LATER ---> EXITED AT 130 = - 700/-
BUY NIFTY MARCH 5400 PE AT CMP - 73, SL - 60, TGT LATER ---> EXITED AT 72 = - 50/-

PREMIUM CALLS FOR 08 TH MARCH 2011 (PROFITS + 3000/-)

BUY DLF 220 CE AT CMP - 11.20, SL - 9, TGT LATER ---> BOOKED AT 12.20 = + 1000/-
BUY NIFTY 5500 CE AT CMP - 145, SL - 130, TGT LATER ---> BOOKED AT 175 = + 1500/-
BUY NIFTY 5500 PE AT CMP - 117, SL - 113, TGT LATER ---> BOOKED AT 127 = + 500/-

PREMIUM CALLS FOR 07 TH MARCH 2011 (PROFITS + 2500/-)

BUY HINDALCO 210 CE AT CMP - 9, SL - 7.5, TGT LATER ---> BOOKED AT 10= + 2000/-
BUY NIFTY 5500 CE AT CMP - 145, SL - 130, TGT LATER ---> BOOKED AT 175 = + 1500/-
BUY TATAMOTR 1100 CE AT CMP - 62, SL - 58, TGT LATER ---> BOOKED AT 58 = - 1000/-

PREMIUM CALLS FOR 04 TH MARCH 2011 (PROFITS + 850/-)

BUY TATAMOT 1150 CE AT CMP - 54, SL - 47, TGT LATER ---> EXITED AT 17.05 = + 1750/-
BUY NIFTY 5500 CE AT CMP - 158, SL - 140, TGT LATER ---> EXITED AT 140 = - 900/-

PREMIUM CALLS FOR 03 RD MARCH 2011 (PROFITS + 2100/-)

BUY NIFTY 5500 CE AT CMP - 133, SL - 115, TGT LATER ---> BOOKED AT 175 = + 2100/-

PREMIUM CALLS FOR 01 ST MARCH 2011 (PROFITS - 1600/-)

BUY NIFTY 5400 PE AT CMP - 108, SL - 92, TGT LATER ---> EXITED AT 92 = - 1600/

TOTAL PROFIT : 16.750/- per 1 lot!
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[T.S.R:17152] PERFORMANCE OF 31.03.2011'S TRADING CALL@TEAM STOCKRESEARCHERS @ www.niftyviews.com / http://smscalls.blogspot.com/

PERFORMANCE OF 31.03.2011'S TRADING CALL@TEAM STOCKRESEARCHERS @
www.niftyviews.com / http://smscalls.blogspot.com/

INTRADAY FUTURES +5950 PROFIT PER 1 Lot of Trading.Charges 7000 for 2 months.
TSR NIFTY (NIL) POINTS IN JUST 1 LOT.Charges 4000 for 2 months
INTRADAY OPTIONS +1600RS /1LOT.Charges 4500 for 2 months.

Here are the trading calls given by Team Stock researchers to its premium clients today.Its intra/futs/nifty futs /options service.Calls are sent by both sms and yahoo messenger.All are live calls.We dont give premarket calls.
Yahoo messenger id- NIFTYVIEWSCOM
Google talk support id- Contact@niftyviews.com

for payment details OR any further query email to contact@niftyviews.com

CASH CALLS

3calls given ,2 tgt done,0 SL taken , 1 exited at cost

Short mcleod russel fut/cash 249 stoploss 252 target 246-242

GMR infra we gave 2 days back at 38.4 now at 40.2-40.5 Book full profit. Call over.

TSR intraday cash and future premium call :[br] [b] Buy hdil fut/cash 172 stoploss 167 target 179.5-184 [/b]
hdil future one lot holder book full profit now. 176.7profit booked at 176.7

NIFTY CALLS:

NO CALLS

TOTAL : NIL PROFIT

OPTIONS CALLS:

1)BUY NIFTY 5700PE @75-76 SL 65 TGT LATER

BOOKED AT 86

PROFIT=500RS/1;OT

2)BUY BHARTIAIR 340PE @5.40 SL 3 TGT LATER

BOOKED AT 6.50

PROFIT:1100RS/1LOT

TOTAL PROFIT = +1600 -RS/TRADING OF 1 LOT!

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Wednesday, March 30, 2011

[T.S.R:17151] Construction-All Is Well (Goldman Sachs)

Post the lull in road contract awards in 2H2010, NHAI has begun to show increased activity on both awards and incremental requests for qualifications. After awarding about 4,400 km up to end-Feb in FY11 (13 km/day vs. initial target of 20 km/day vs. past 3-year average of 4.5 km/day), NHAI is gearing up to step-up award activity from April onwards with about 11,000 km (worth

US$13.5 bn) of projects targeted for award by April 2012. Simultaneously, we believe the process of having annual qualification limits (instead of individual project-wise) is a step in the right direction and could help cut down project award timelines by up to 3 months.

Valuations are inexpensive and balance risk of aggressive bidding

Post the 16% and 31% fall ytd for IRB and ITNL, respectively, the stocks are currently trading at 12-m forward P/E of 10X and 9X, 36% discount to historical median for both, and 32% and 40% discount to MSCI India. We believe given the relatively modest size of the upcoming 100 projects (US$135 mn average size), large number of companies may continue to qualify on the required technical and networth criteria, increasing the risk of aggressive bidding for some of the projects in the near term.

Long term, we continue to view strong vehicle volume growth and current low toll rates in India as tailwinds for the sector.

Our picks: IRB and ITNL for their strong track record, robust order book and limited interest rate risk

IRB (IRBI.BO):

(1) 2,300 lane km of under-construction roads provide visibility on construction revenues; (2) Majority of debt is fixed-cost and the balance has no immediate interest rate reset; (3) Daily toll collection of Rs24 mn ensures sufficient cash flows for equity commitments, in our view. Maintain Buy and our 12-m SOTP-based TP of Rs234.

ITNL(ILFT.BO):
(1) Order book of 10,500 km under construction and development along with 4,300 km of operational roads to drive 56% revenue CAGR over FY10-FY13E; (2) Similar to IRB, majority of debt is fixed-cost and balance has no immediate interest rate reset, which in our view is positive. Maintain Buy and our 12-m SOTP-based TP of Rs277.

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.

[T.S.R:17150] The Scarcity Value Of Diamonds

The recent surge in prices of polished diamonds and a similar rise in rates for rough diamonds since July last year has hiked the cost of diamond jewellery, a senior official of a leading jewellery firm has said.

Though retailers are trying not to pass on the price increase to consumers by cutting their margins, according to industry experts, the price rise has also reinstated the investment value proposition of diamonds, Mr Karim Merchant, CEO and MD of Pure Gold Jewellers, said.

"With the recent price hikes, consumers are now beginning to realise that diamonds are also a good investment vehicle.

If we look at the diamond price chart over the last 50 years for average one carat D Loupe Clean wholesale diamond prices, the prices have gone up from $2,700 in 1960 to $25,000 in 2010," he said.

According to Mr Merchant, with the beginning of the wedding season and festivals such as Akshaya Tritiya, there will be greater demand for diamond jewellery and with diamonds' emergence as one of the best ways to get a higher yield on savings, this is the best time to buy.

Global production of premium cut diamonds is less than 900 carats a year. This means, all together, there are only 750 stones between 1.00 carat to 1.39 carat D Loupe Clean available per year in the whole world.

To produce these 750 diamonds, mining companies have to dig more than 800,000,000 tonnes of Kimberlite, the rock in which rough diamonds are found. De Beers stated in November, 2008, that if diamonds are mined at the current rate, within 20 years, we could face a scarcity.

Mr Merchant said that millions of new middle and high class consumers in emerging markets such as China and India will create increased demand for diamonds in the future and this will gradually push up diamond prices, as diamonds are a thousand times more rare than gold.

Mr Peter Meeus, Chairman of the Dubai Diamond Exchange, said diamonds are a highly transportable store of wealth and the industry is driven by consumer demand and economic growth.

"With the economy improving and strong demand from emerging markets, investment value of diamonds is fortified. Traditionally marketed as an ornament, the industry must do more to create awareness of the investment value of diamonds. Consumers need to know their hard-earned money is safe when invested in a commodity that has always been in constant demand, and will even become more so in the future," he said.

The high degree of rarity and the easiness to transport makes for its value. The best investment in diamond is to wear diamonds in diamond jewellery, as it is easy to trade.

Safe Harbor Statement:

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

[T.S.R:17149] PERFORMANCE OF 30.03.2011'S TRADING CALL@TEAM STOCKRESEARCHERS @ www.niftyviews.com / http://smscalls.blogspot.com/

PERFORMANCE OF 30.03.2011'S TRADING CALL@TEAM STOCKRESEARCHERS @
www.niftyviews.com / http://smscalls.blogspot.com/

INTRADAY FUTURES +3600 PROFIT PER 1 Lot of Trading.Charges 7000 for 2 months.
TSR NIFTY (NIL) POINTS IN JUST 1 LOT.Charges 4000 for 2 months
INTRADAY OPTIONS +1250RS/1LOT.Charges 4500 for 2 months.

Here are the trading calls given by Team Stock researchers to its premium clients today.Its intra/futs/nifty futs /options service.Calls are sent by both sms and yahoo messenger.All are live calls.We dont give premarket calls.
Yahoo messenger id- NIFTYVIEWSCOM
Google talk support id- Contact@niftyviews.com

for payment details OR any further query email to contact@niftyviews.com

CASH CALLS

1calls given ,1 tgt done, 1 SL taken , 0 exited at cost

buy GMR infra FUTURE OR CASH 38.65 STOPLOSS 37 TARGET 40.4-41 (WE MAY TAKE IT FOR BTST)

EXITED NEAR COST

NIFTY CALLS:

BUY NIFTY FUT ONE LOT 5795 STOPLOSS 5757 TARGET LATER

EXITED AR COST
TOTAL : NIL PROFIT

OPTIONS CALLS:

1)BUY NIFTY 5700CE @85 S; 75 TGT LATER

SL TAKEN

LOSS=500RS/1;OT

TOTAL PROFIT = -500-RS/TRADING OF 1 LOT!

For a Free Trial

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DO READ THE DISCLAIMER ON THE BLOG.PLEASE SEE THE BLOG FOR OUR PAST PERFORMANCE.ALSO REMEMBER THAT PERFORMANCE SHOULD NOT BE TAKEN AS AN EXPECTATION,INDICATION OR ACTUAL FUTURE PERFORMANCE.

http://smscalls.blogspot.com/

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Tuesday, March 29, 2011

[T.S.R:17148] Polyplex-BUY

Polyplex-BUY

The stock has been roiled offlate under the twin impact of a ban on sale of Plastic film to Gutka manufacturers and the perceived impact of rise in Crude price. Let us see if things are as dire as they seem.

The Gutkha pouches ban is indeed a blow for the PET industry. In India the consumption of gutkha and gutkha related industries (of PET) is about 20% of the entire consumption (Industry Estimates). However, PET is a global "cash and carry commodity" and is not traded on any Major bourse . Thus the sheer rise in realizations globally cannot be attributable to speculative bidding of prices, moreover gutkha related demand is pegged at 3-4% i.e 70k tones ( global demand is pegged at 2 mn tones). So it would certainly not lead to shop shutting situation.

Now the other bit about banning "recyclable plastic" for food stuff actually works in favor of virgin PET players such as POLYPLEX, Jindal Poly and UFLEX. The price of products (BOPET and BOPP) are usually set on a monthly basis. The historical value addition for these companies has been around INR 40 KG.In the month of FEB, the value addition for polyplex in india was INR 102 ( Realisation: 182 and cost 80) .

Now certain other facts about POLYPLEX, the company's indian sales would be less than 8% in Q4 (
they are selling 1k ton in india per month and they manufacture on consolidated basis about 12-13 k ton). The value addition for the month of Jan 2010 in Europe was better than December by 10 cents.

As on 30th September 2010, the ook value of the company stood at about 550 per share. The cash per
share stood at close to INR 200. And net debt was close to INR 65 per hare. Besides the value of the investment in their subsidiary stands at about close to 500 per share.

The demand dynamics of PET is still in favor of the producers globally and is likely to be the case for the next 3 quarters. However, New supply hitting the markets are sure to bring the realizations down as
operating margins in a commodity is not possible. Besides their input prices ( PET and MEG) are crude derivatives which doesn't augur well for them at this point of time.

But even after taking these into account the company (and industry) are enjoying realization which is
twice the normal spreads as on now. This is so because the global leaders ( Dupont etc) are vacating commodity space and eyeing more lucrative LED and Photovoltaic space.

The company's recent initiative is something I find promising and would result in more asset sweat in next 8 to 12 quarters. For the record they are entering into thick film space besides undertaking a green field project in brazil. Brazil is a closed market with high import duty and good captive consumption.

The company is trading at less than 1 time and if exclude exceptional items they are trading at about 1.5x its FY11E earnings. Indian Company in this space have taken lot of initiative in this space and they rank among the best in the flexible packaging space.

BUY

Safe Harbor Statement:

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

[T.S.R:17147] RIL-BUY; Target Rs 1200

As per media reports, Reliance Industries (RIL) has intimated the DGH that KG-D6 production could fall further to 46–47mmscmd (versus its earlier guidance of 60mmscmd), given the reservoir complexity and current performance . In our view, RIL's production problems are not atypical for a relatively new field in a largely unchartered deepwater area, where the formation is "wet" (i.e. contains a lot of water).

We believe RIL has been proactive in resolving this issue by bringing in BP Plc as a 30% partner in its NELP blocks in India. BP brings with it rich experience of deepwater exploration and is of the view that the field can achieve 80mmscmd of gas production. We feel that early regulatory approval for the RIL–BP deal will pave the way for enhanced exploration activity and production across RIL's deepwater blocks. Maintain BUY.

Further drop in gas production anticipated:
RIL, operator of the KG-D6 block, has informed the DGH that natural gas production could drop further to 38mmscmd from the D1 and D3 fields (currently 44–45mmscmd) and 9mmscmd from the MA field—taking total production to 47mmscmd for FY12-FY13, down from the earlier guidance of 60mmsmcd. RIL, however, commented that the fall in production can be arrested if radical measures are taken and that long-term output would be dependent on the success of work-over jobs and on reservoir complexities.

New drills to contribute only in long term:
RIL plans to drill five additional wells in the KG-D6 block to increase production, as per the phase-I FDP. However, given the brief operational window of four months (Dec to Apr) and lead time involved in procurement of plant and equipment, the wells wouldn't contribute to production before mid-2014. RIL has further planned to install a new FPSO (floating production and storage facility) near the field in order to improve operational efficiency. The company argues that given deepwater production conditions, it is imperative to have an FPSO nearer to production than farther.

Actual expense less than budgeted:
Reports suggest that RIL has spent US$ 5.6bn as compared to the initial budgeted US$ 6.1bn on the KG-D6 block. As for falling short on its FDP drilling target, RIL commented that subsurface conditions and

complexity of the block do not justify drilling of additional wells in the main channel and that current gas prices make drilling in surrounding pockets unviable.

Maintain BUY:
Even after considering the worst case scenario of 45mmsmcd of long-term gas production from the KG-D6 block, our target price of Rs 1,200/sh will reduce by only ~Rs 40/sh, while EPS for FY12 and FY13 will decline to Rs 64 and Rs 70 from Rs 66.7 and Rs 73.2 respectively. However, we believe it is too early to take this call and we will revisit our numbers once BP comes on board. We maintain our BUY rating on RIL with a target price of Rs 1,200/sh. At CMP the stock is trading at a P/E of 13x and EV/EBITDA of 8x on FY13E.

Safe Harbor Statement:

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

[T.S.R:17146] Manappuram Finance-Road To Eldorado

Whilst the recent RBI clarification removing gold loans from the priority sector will decrease funding for the sector, we are positive on the long term prospects of gold loan NBFCs because of: (i) the unavailability of formal debt finance for a large part of the Indian population and the abundant availability of gold as collateral; (ii) the quick and hassle free loan delivery provided by NBFCs vs banks; and (iii) the increasing reach and acceptability of this form of finance. Manappuram is the best play on this theme given its branch strength, strong brand name, well developed gold appraisal skills and strong risk management. We initiate with a BUY.

Despite short term funding concerns, our positive stance on the sector and the main NBFC in this segment Manappuram is driven by:

Demand of credit and availability of collateral:
India's credit:GDP ratio is one of the lowest globally at ~4% due to the unavailability of formal banking services for a large part of the population. Banks and NBFCs have tried to tap into this potential in the past by offering unsecured personal loans but thoseinitiatives did not succeed due to heavy defaults on these portfolios (even in benign economic conditions). Loans against gold jewelry have therefore emerged as a major alternative to tap this latent credit demand as Indians have about 18K tones of gold (~10% of total world gold stock) mostly in the form of jewelry worth ~$800 bn.

Increasing market share of NBFCs:

Whilst the total estimated gold loan market is ~$50-60 bn, the entire organized lending sector put together has only ~25% market share in this business and specialized NBFCs have ~8% market share in this business. We expect the market share of NBFCs to grow further at the expense of banks and moneylenders as: (i) NBFCs have quick and hassle free loan delivery vs banks because of their specialized gold appraisal skills; (b) NBFCs charge lower interest rates and have a better image than moneylenders; and (c) NBFCs are acquiring a new set of borrowers via the rapid expansion of branches and heavy advertising fronted by well known movie stars.

Initiate with a BUY on Manappuram (MGFL.IN, $1.0 bn mkt cap, 36% upside): Whilst the recent RBI clarification removing gold loans from the priority sector is likely to impact the growth and NIMs of Manappuram, the company has adequate sources of funding to grow its loan book at a healthypace of ~38% CGAR between FY11-13 and maintain its ROAs (as an improvement in operational efficiency would largely mitigate the adverseimpact of NIM compression). Over the last 2 months the stock price has corrected by ~45% from its peak and at 1.9x FY12 P/BV we believe that all thenegatives are priced in. We initiate with a BUY.

External factors are the major risks: A sharp decline in gold prices by 40% or more (similar to what happened in the early 1980s) and further regulatory and political intervention are the major risks for the sector and for Mannapuram.

Safe Harbor Statement:

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

[T.S.R:17145] Nifty fut magic numbers

Nifty fut magic numbers : :agl
5697-5727-5757-5777 resistance at 5777,positional resistance.. Support at 5697. We will see some expiry based volatility in mrkt with low volume due to ind-pak match.GMR infra(positive),ABAN(negative)

[T.S.R:17144] PERFORMANCE OF 29.03.2011'S TRADING CALL@TEAM STOCKRESEARCHERS @ www.niftyviews.com / http://smscalls.blogspot.com/

PERFORMANCE OF 29.03.2011'S TRADING CALL@TEAM STOCKRESEARCHERS @
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INTRADAY FUTURES NIL PROFIT PER 1 Lot of Trading.Charges 7000 for 2 months.
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BUY MARUTI 1212 STOPLOSS 1195 TARGET 1232-1244

BOOKED PROFIT

buy GMR infra FUTURE OR CASH 38.65 STOPLOSS 37 TARGET 40.4-41 (WE MAY TAKE IT FOR BTST)

EXITED NEAR COST

NIFTY CALLS:

NO CALLS

TOTAL : NIL PROFIT

OPTIONS CALLS:

1)BUY ASHOKLEY 57.5CE @1RS SL 0.80 TGT LATER

EXITED AT 0.80

LOSS=800RS/1LOT

2)BUY RANBAXY 440PE@6RS SL 2 TGT LATER

BOOKED AT 11.5

PROFIT=2750RS/1LOT

3)BUY NIFTY 5600PE APRIL AT 84 SL 70 TGT LATER

SL TAKEN

LOSS=700RS/1LOT

TOTAL PROFIT =+1250-RS/TRADING OF 1 LOT!

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Monday, March 28, 2011

[T.S.R:17143] TSR : Bleed Blue Offers

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[T.S.R:17142] Unitech-What Is The Value Of Your Land? (JP Morgan)

What's your land worth?-
The discrepancy between UT's stock price and inherent land valuation is wide at the moment. Vs. Sep-10 even as the stock has declined 60%, physical prices in two of its key markets Gurgaon / Noida have been heading northwards. Marking only two prime land holdings on the company's book to market (conservatively), we estimate land value at Rs192B or a 1.7x multiple on its land cost. This is over a 4-5 year holding period implying a 12% CAGR inflation. Net of liabilities this translates into a value of Rs 62/Share. The stock then is trading at a 40% discount to its land value, which we believe is CHEAP. Upgrade to OW.

In calculating the land value, we have re-valued just two large parcels in the company' portfolio, viz. 1) 900 acres of high value land parcels along the company's traditional stronghold of Sohna Road, Gurgaon region. (Land transactions at Rs 35-100MM/Acre vs. Book value Rs 15MM/Acre) and 2) Noida land holdings especially on its 350 acre parcel in Noida (Grande). This is a prime piece of land, 20 minutes away from South Delhi, but where monetization has remained slow. Transaction rates around this parcel have ranged from Rs130-200MM/Acre (Book value Rs 49MM/Acre).

Liquidity is not really a issue with the company having pre-sold approx. Rs 95B of property over the last two years (FY10/11). We estimate UT has yet to receive Rs 30B cash flows from these (net of construction/taxes). This coupled with its annuities of Rs2B should cover large part of its repayments, implying no stress in the business.

Earnings ramp up will be the key trigger- UT's bookings run rate over the last two years has been at Rs10-12B per Q. However, revenue recognition from RE continues to lag at Rs5.5B per Q. As FY11/12 projects contribute to revenues progressively over FY12E, we forecast earnings ramp up can be meaningfully high (JPM FY12E +90% Y/Y).

Upgrade to OW, Mar-12 TP Rs 60/share, based on 10x FCFE and in line with current land value estimate. The upgrade is primarily due to the removal of discount on FV given issues on telco (25% previously). While there is still no clarity on it, newsflow on the same has started to subside.

Safe Harbor Statement:

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

[T.S.R:17141] Parsvnath Developers-Fidelity Stake Crosses 5 per cent

FYI

Safe Harbor Statement:

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

[T.S.R:17139] Nifty fut magic numbers

Nifty fut magic numbers : :agl
5657-5677-5707-5727 resistance at 5707. Support at 5677. We will see some expiry based volatility in mrkt today.Eyes on Maruti suzuki(positive),Suzlon(negative),Ranbaxy(negative).

[T.S.R:17138] Axis Bank - Strong near term outlook but reducing TP due to high presence in risky segments

--
Thanks & Regards,
Abhishek Kothari
-----------------------------------------------------------------------------
Let Success be Your Achievement and not Your Goal
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[T.S.R:17139] MONEY TIMES

On 21 March 2011 21:10, dibyojyoti saha <djfreaky2@gmail.com> wrote:

On 19 March 2011 20:27, dibyojyoti saha <djfreaky2@gmail.com> wrote:

On 13 March 2011 22:14, dibyojyoti saha <djfreaky2@gmail.com> wrote:

On 13 March 2011 22:12, dibyojyoti saha <djfreaky2@gmail.com> wrote:

On 14 February 2011 21:53, dibyojyoti saha <djfreaky2@gmail.com> wrote:

--
"Imagination is more important than knowledge."
Albert Einstein
" What you get by achieving your goals is not as important as what you become by achieving your goals."
Zig Ziglar

--
"Imagination is more important than knowledge."
Albert Einstein
" What you get by achieving your goals is not as important as what you become by achieving your goals."
Zig Ziglar

--
"Imagination is more important than knowledge."
Albert Einstein
" What you get by achieving your goals is not as important as what you become by achieving your goals."
Zig Ziglar

--
"Imagination is more important than knowledge."
Albert Einstein
" What you get by achieving your goals is not as important as what you become by achieving your goals."
Zig Ziglar

--
"Imagination is more important than knowledge."
Albert Einstein
" What you get by achieving your goals is not as important as what you become by achieving your goals."
Zig Ziglar

--
"Imagination is more important than knowledge."
Albert Einstein
" What you get by achieving your goals is not as important as what you become by achieving your goals."
Zig Ziglar

[T.S.R:17137] At 6X Earnings & at a 30-40 Per Discount To NAV Real Estate Might Be A Buy

Despite growing concerns of a bubble brewing in China's property market, one strategist maintains that's where the smart money should be.

"Property is probably the best sector to invest in right now," Erwin Sanft, Head of China Research at BNP Paribas Securities told CNBC. While he admits it's a contrarian view, he says real estate stocks are currently attractively priced and the sector will continue to benefit from China's booming consumption.

"Right now the property stocks we're recommending are down on 6 or 7 times P.E. (price-to-earnings ratio)," he said, adding that they are currently trading at record discounts to their net asset values.

Sanft's call is part of BNP Paribas' shift from China's large-cap defensive stocks, which it'd recommended last year, to pro-growth mid-cap plays in China, dominated by companies in the consumer, property, industrials and materials sectors.

"We're now going back to a more pro-growth emphasis." he said. "I think a lot of mid-cap growth stocks in the China market have de-rated and now's a good time to start looking back at where we can find earnings growth in the market."

Sanft expects mid caps to benefit as China's credit growth sees renewed momentum in the second half of the year. "We're really through most of the slowdown of credit growth," he said. "So I would expect second half of the year we would be talking about some reacceleration, not very big, but certainly some re-acceleration of credit growth in China."

Mid-caps in Hong Kong, in particular, are looking attractive from a price point, Sanft added.

"In the Hong Kong market the premium has come down... mid caps were at a 64 percent premium, that's down to 33 percent now," he said. According to BNP's estimates, earnings per share growth for mid-caps this year is forecast at 17 percent and 20 percent next year, compared to 12 percent and 14 percent respectively for large-caps.

The stocks in Sanft's buy list include Agile Property, Country Garden, Shimao Property and Shui On Land.

Safe Harbor Statement:

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

[T.S.R:17136] Capital Goods-Orders Flow In, BUY BHEL, CGL (MFG)

PGCIL orders have seen a sharp pick-up in the last few months (Dec-Feb 2011 orders account for

58% of ordering YTD) and we expect the traction in orders to continue into March; competitive intensity remains high across all segments, especially in transmission lines and towers.

Orders at Rs 82.7bn were down 4% in the period Apr-Feb 2011; transformer orders see the sharpest fall with orders down 72% YoY and substation orders dropping 29% YoY. Transmission line orders saw a jump of 53% and conductor orders are up by 43%.

Crompton Greaves and BHEL remain our top picks in the sector.

Orders gain traction over the last few months

There have been concerns on the street with regard to a slowdown in ordering from PGCIL over the past year. However, there has been a sharp pick-up in ordering over the last 3 months (Dec-Feb 2011 orders account for

58% of ordering); orders placed by PGCIL between April-Feb 2011 now stand at Rs 82.7bn (down 4% YoY). Transformer orders have seen the sharpest fall with orders being hit on change in pre-qualification norms, in our view. We expect PGCIL orders to pick up further in March, which historically sees the highest amount of ordering. For FY11, we would expect orders to be flat to marginally positive compared to last year's order flow of INR119bn.
Competitive intensity remains high

There is no let up in competition across segments. Within transformers, the Chinese (TBEA Shenyang and Baoding) have not been able to win any orders in FY11; however, Hyosung increased its share to 27% at the expense of Crompton Greaves. Within substations, the Indian MNCs (ABB, Areva and Siemens) have managed to recapture 50% share (38% share in FY10), which could indicate the first signs of consolidation in this segment. Within transmission lines, KEC International along with Tata Projects, SPIC and EMC garnered 70% of the orders; Jyoti Structures and L&T have not received any orders from PGCIL in FY11.

Valuation and picks

The sector has seen a sharp de-rating over the last few months on a slowdown in ordering along with macro concerns on rising commodity prices and interest rates. Resumption in ordering from PGCIL may be the first signs of a reversal in this trend. Our top picks in the sector remain Crompton Greaves and BHEL,

Safe Harbor Statement:

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

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Thursday, March 31, 2011

[T.S.R:17153] TSR OPTIONS MARCH 2011 PERFORMANCE SHEET

[T.S.R:17152] PERFORMANCE OF 31.03.2011'S TRADING CALL@TEAM STOCKRESEARCHERS @ www.niftyviews.com / http://smscalls.blogspot.com/

Wednesday, March 30, 2011

[T.S.R:17151] Construction-All Is Well (Goldman Sachs)

[T.S.R:17150] The Scarcity Value Of Diamonds

[T.S.R:17149] PERFORMANCE OF 30.03.2011'S TRADING CALL@TEAM STOCKRESEARCHERS @ www.niftyviews.com / http://smscalls.blogspot.com/

Tuesday, March 29, 2011

[T.S.R:17148] Polyplex-BUY

[T.S.R:17147] RIL-BUY; Target Rs 1200

[T.S.R:17146] Manappuram Finance-Road To Eldorado

[T.S.R:17145] Nifty fut magic numbers

[T.S.R:17144] PERFORMANCE OF 29.03.2011'S TRADING CALL@TEAM STOCKRESEARCHERS @ www.niftyviews.com / http://smscalls.blogspot.com/

Monday, March 28, 2011

[T.S.R:17143] TSR : Bleed Blue Offers

[T.S.R:17142] Unitech-What Is The Value Of Your Land? (JP Morgan)

[T.S.R:17141] Parsvnath Developers-Fidelity Stake Crosses 5 per cent

[T.S.R:17139] Nifty fut magic numbers

[T.S.R:17138] Axis Bank - Strong near term outlook but reducing TP due to high presence in risky segments

[T.S.R:17139] MONEY TIMES

[T.S.R:17137] At 6X Earnings & at a 30-40 Per Discount To NAV Real Estate Might Be A Buy

[T.S.R:17136] Capital Goods-Orders Flow In, BUY BHEL, CGL (MFG)

TSR LONG TERM REPORTS DATABASE

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