Archive for the ‘KRC Market Updates’ Category

29th April 2008 KRC Market Commentary  

Click here to read 29th April, 2008 KR Choksey Stock Market Update up to 2.30pm.

Result Update: Reliance Capital FY08 consolidated net profit at Rs 10.09 bn. Dividend declared Rs 5.50/Share

News Update:

  • Tata Power refinances bridge loan for Indonesian coal mine buy

  • Tata Steel’s Jharkhand expansion still on drawing board

  • GSK Pharma to launch patented anti-cancer drug Pykerb in May

  • Warburg Pincus to invest $75 mn in Rajasthan real estate co

  • Mahindra Lifespace, Arch Capital to develop 54-acre township

FII activity for 28/04/08: Net Buyers of Rs 214.86 Crs. in Index Futures, Net Buyers of Rs 137.14 crs in Index Options, Net Buyers of Rs 24.42 Crs. in Stock Futures and Net Buyers of Rs 78.72 Crs in Stock Options.

Opening Market Review:  Markets are likely to be neutral to negative in 1st half and likely to recover in 2nd half. Nifty (market) is strong above weak below: 5105; Sensex: 17089; Nifty Rest: 5132-5174; Supt: 5063-5037; Sensex Rest: 17199-17381; Supt: 16906-16796. Buying (Trading) opportunities exist in Nagarjuna Const, Bombay Dyeing, Axis Bank, Bata, BEML, Century Tex, Dr Reddy, REL. Cash buying in BEL, GTL, Thermax, Sun Pharma, Zee Ent, DLF, Unitech. Nifty April Fut. strong above/weak below: 5117; Rest: 5150-5183; Support: 5084-5051.

 Kisan Ratilal Choksey Shares and Securities Pvt. Ltd.
1102, Stock Exchange Tower, Dalal Street, Mumbai 400 001
Phone: 91-22-56338050 / 66965555. Fax: 5633 8060
Members: BSE & NSE
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April 29th, 2008 at 12:23 pm

Posted in KRC Market Updates

24th April 2008 KRC Market Updates  

Click here to read 24th April, 2008 KR Choksey Stock Market Update up to 2.30pm.

 Kisan Ratilal Choksey Shares and Securities Pvt. Ltd.
1102, Stock Exchange Tower, Dalal Street, Mumbai 400 001
Phone: 91-22-56338050 / 66965555. Fax: 5633 8060
Members: BSE & NSE
www.krchoksey.com
Email: customercare@krchoksey.com / eservices@krchoksey.com

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April 24th, 2008 at 3:51 am

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23rd April 2008 KRC Market Update  

Click here to read 23rd April, 2008 KR Choksey Stock Market Update up to 2.30pm.

 

Kisan Ratilal Choksey Shares and Securities Pvt. Ltd.
1102, Stock Exchange Tower, Dalal Street, Mumbai 400 001
Phone: 91-22-56338050 / 66965555. Fax: 5633 8060
Members: BSE & NSE
www.krchoksey.com
Email: customercare@krchoksey.com / eservices@krchoksey.com

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April 23rd, 2008 at 3:11 pm

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22nd April 2008 Market Updates By KRC  

Click here to read 22nd April, 2008 KR Choksey Stock Market Update up to 02.30pm.

Kisan Ratilal Choksey Shares and Securities Pvt. Ltd.
1102, Stock Exchange Tower, Dalal Street, Mumbai 400 001
Phone: 91-22-56338050 / 66965555. Fax: 5633 8060
Members: BSE & NSE
www.krchoksey.com
Email: customercare@krchoksey.com / eservices@krchoksey.com

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April 22nd, 2008 at 2:26 am

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21st April 2008 Market Update By KR Choksey  

Click here to read 21st April, 2008 11.30am to  KR Choksey Stock Market Update.

Kisan Ratilal Choksey Shares and Securities Pvt. Ltd.
1102, Stock Exchange Tower, Dalal Street, Mumbai 400 001
Phone: 91-22-56338050  / 66965555. Fax: 5633 8060
Members: BSE & NSE
www.krchoksey.com
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April 21st, 2008 at 5:26 am

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17th April 2008 Market Commentary By KR Choksey  

 

2.30PM Current News

  • GMR Infra’s energy arm buys 5% stake in South Africa mining co
  • TVS Motor: To launch 2 new Rs 40,000 two-wheelers in 1 year
  • Frontline bank shares stayed firm, after headline inflation for the week to Apr 5 eased to 7.14% from 7.41% ago

Sector / Company

SBI, Macquarie, IFC enter pact to float $2 b fund. SBI is currently trading at 1700.25 up 2.05 % with a support of
1670 and a resistance of 1735. Read More.

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Kisan Ratilal Choksey Shares and Securities Pvt. Ltd.
1102, Stock Exchange Tower, Dalal Street, Mumbai 400 001
Phone:              91-22-56338050        / 66965555. Fax: 5633 8060
Members: BSE & NSE
www.krchoksey.com
Email: customercare@krchoksey.com / eservices@krchoksey.com

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April 17th, 2008 at 11:52 am

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11.30AM, 17th April 2008 KRC Market Update  

11.30AM

Current News

  • TVS Motor to decide on price hikes by Apr-end

  • Bhuwalka Steel buys stake in Benaka Sponge Iron for Rs 100 mn

  •  Parsvnath Developers launches Parsvnath Premium

 

Sector / Company

MindTree Ltd is currently trading at Rs 464.80, up 13.52%

MindTree Ltd an IT and R&D services company, reported 37.3% rise in Q4 revenue, predominantly helped by growth in volume and billing rates. Net profit for the quarter rose 41.5% to Rs 34.70 crore, while revenue increased to Rs 217.80 crore.

On a stand alone basis, the company saw a 1% increase in pricing, but when consolidated with Purple Vision, it fell to 0.2%. MindTree bought Purple Vision, the Indian unit of French electronic design and manufacturing services company TES Services Solutions S.A., in November 2007.

For fiscal 2009, the company expects $228 million to $238 million in software revenue. Net profit is expected to be $31.7 million to $33.1 million.

The revenue from India increased to 8.9 % of total revenue, compared with 4.7% in the corresponding quarter last year. Revenue from US declined to 62.4% from 64.7%.

Parsvnath Developers Ltd is currently trading at Rs 213.75, up 3.34%

Parsvnath Developers has signed an agreement with Read More

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Kisan Ratilal Choksey Shares and Securities Pvt. Ltd.
1102, Stock Exchange Tower, Dalal Street, Mumbai 400 001
Phone:91-22-56338050 / 66965555. Fax: 5633 8060
Members: BSE & NSE
www.krchoksey.com
Email: customercare@krchoksey.com / eservices@krchoksey.com

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April 17th, 2008 at 1:51 am

Posted in KRC Market Updates

16th April 2008 KRC Market Update  

11.30 a.m.

Current News

  • HCL Tech: Impact from client budget freeze unlikely to spill over

  • L&T bags Bombay Dyeing order worth Rs 20 bn

  • Aztecsoft surged 13% to Rs 75 after the company reported 44% sequential rise in Jan-Mar net profit to Rs 31.5 mn while revenue rose 8.5% to Rs 687.1 mn

Sector/Company

Nicholas Piramal is currently trading at Rs 330 up 3%

Nicholas Piramal India and Khandelwal Laboratories announced signing of a definitive agreement for purchase of Anafortan and CEFI Brand Groups of K-Lab by NPIL for a total consideration of Rs 1,160 million. As a part of the agreement, K-Lab has agreed to provide NPIL with certain patents’ use and non-compete assurances for Cefixime and Camylofin based drugs. Anafortan and CEFI Groups had Revenues of Rs 491 million and EBIDTA of Rs 207 million for the financial year ended March 2008.

CEFI offers unique therapeutic value to patients; it is marketed in nine dosage forms, including CEFI-XL and CEFI-OD, which are based on extended release and once-a-day drug delivery systems. CEFI Group had Revenues of Rs 262 million for the year ended March 31, 2008. As per ORG-IMS, the Cefixime-based drugs segment is worth Rs 6,246 million and is growing at 25.4% on MAT-FEB-08 basis. Anafortan Group consists of six Camylofin-based formulations in pure and combination forms. Anafortan had Revenues of Rs 229 million for the year ended March, 2008. As per ORG-IMS, Camylofin-based drugs market has grown at 13.5% on MAT-FEB-08 basis.

 

 

ZEE Entertainment is currently the top looser in nifty trading at Rs 219.50 down 4.70%

The Advertisement revenue was Rs 246.6 crore for the fourth quarter ended March 31 2008, an increase of 33.4% as compared to the corresponding period last fiscal. For the full year FY2008, advertising revenues went up 32.8% to Rs 934.2 crore. Subscription revenue was Rs 207.1 crore for the fourth quarter ended March 31 2008, an increase of 12% as compared to the corresponding period last fiscal. For the full year FY2008, subscription revenues went up 10.2% to Rs 732.6 crore.The revenues from DTH increased to Rs 18.75 crore for the fourth quarter, from Rs 17.55 crore in the third quarter of the current fiscal.

The Operating profit was Rs 130.28 crore, a growth of 37% compared to corresponding quarter of last fiscal. The operating profit growth has been impacted due to higher programming & marketing costs of newly launched Zee Next.

Finance expenses are Rs 18.4 crore in the fourth quarter and include losses Rs.11.56 crore on account of Forex derivative transaction as against Rs.5.94 crore of losses during corresponding period last fiscal.

Index

Current Value

Change (Pts)

Change (%)

SENSEX

16,345.97

192.31

1.19

S&P CNX NIFTY

4,937.90

58.25

1.19

MIDCAP

6,720.44

116.02

1.76

SMLCAP

8,358.02

153.63

1.87

BSE-100

8,655.61

106.06

1.24

BSE-200

2,030.40

26.43

1.32

Technical Analysis

SENSEX (INTRADAY) Time: 11.30AM

Market has broken 1 st support at 16320 (10.45) and then given 1 st intraday low at 16238(which is now intraday support level)

After 1 st considerable intraday low market has given recovery and sustain above 16300 levels.

Market is showing range bound movement upside; consider resistance level at 16380 for further rally.

Market Activity as on 16th April 2008 at 11.30AM

Most Active Calls

Instrument Type

Symbol

Expiry

Date

Option

Type

Strike

Price

No of

Contracts

Traded

Contract

Value

(Rs. lakhs)

Last

Traded

Price

Open

Interest

OPTIDX

NIFTY

24-Apr-08

CE

5000

19494

49179.37

45.25

3680050

OPTIDX

NIFTY

24-Apr-08

CE

4900

15081

37616.76

91

2254750

OPTIDX

NIFTY

24-Apr-08

CE

4800

6721

16656.22

161.1

2343000

OPTIDX

NIFTY

29-May-08

CE

5000

3829

9857.51

150

475400

OPTIDX

NIFTY

24-Apr-08

CE

5000

19494

49179.37

45.25

3680050

Most Active Puts

Instrument

Type

Symbol

Expiry

Date

Option

Type

Strike

Price

No of

Contracts

Traded

Contract

Value

(Rs. lakhs)

Last Traded Price

Open

Interest

OPTIDX

NIFTY

24-Apr-08

PE

4900

13219

32810.29

64

1973850

OPTIDX

NIFTY

24-Apr-08

PE

4800

10603

25627.93

35.55

2765150

OPTIDX

NIFTY

24-Apr-08

PE

5000

8366

21389.31

116

902000

OPTIDX

NIFTY

24-Apr-08

PE

4700

6851

16174.7

21

3011800

OPTIDX

NIFTY

24-Apr-08

PE

4600

3616

8339.58

13.5

1996150

Top Gainers

Symbol

Open Price

High Price

Low Price

LTP

Prev Close

% Change

Total

trd qty

HCLTECH

250

264.9

249.25

263

245

7.35

849020

SATYAMCOMP

461

481.75

455

481.5

451.25

6.7

1844067

INFOSYSTCH

1525

1615

1520

1604

1510.4

6.2

1789938

CAIRN

248

256.1

247.1

255

245

4.08

2625424

REL

1315

1368

1315

1349

1301.35

3.66

934320

Top Losers

Symbol

Open Price

High Price

Low Price

LTP

Prev Close

% Change

Total

trd qty

ZEEL

233.95

233.95

218.15

219.95

230.15

-4.43

950749

ABB

1174

1185

1138.55

1142.8

1161.95

-1.65

57839

AMBUJACEM

116

117.45

113.4

114.1

115.9

-1.55

559368

DRREDDY

616.5

624.9

603.35

606.4

615.35

-1.45

113962

M&M

625.05

633

614.65

617

623.45

-1.03

143664

Most Active Underlyings

Symbol

No of Contracts Traded

Contract Value (Rs.lakhs)

NIFTY

309317

763463.02

RELIANCE

35726

70776.21

RPL

19665

63675.7

ORCHIDCHEM

15699

48109.43

RNRL

23322

46060.67

10.30 a.m.

Current News

  • Deccan Chronicle launches financial daily in Hyderabad, Chennai

  • REL shortlisted for Amritsar, Udaipur airport city side work

  • Govt says export ban on cement not applicable for sale to SEZs

  • Micro Tech to offer mobile application to MTNL users

Sector / Company

Larsen & Turbo is currently trading at Rs 2,871 up 2.33%.

Larsen & Turbo and the Tamil Nadu Government have entered into an agreement to set up a Rs 3,068 crore integrated ship building and port facility to the north of Chennai. L & T has commenced shipbuilding at its Hazira Works and also scouting for a suitable site in India to set up a world-class facility for shipbuilding and repair the same. Company also concentrate on the Defence, Nuclear Power and Aerospace sectors which show the potential and promises and L & T plans to expand its presence in the sector of construction and electrification for the railways and L&T investing Rs 2,500 crore for expansion in Shipbuilding, Manpower constraints and others. L&T have super-critical power plants, ranging between 500 MW-1000 MW.

HCL Tech Q3 net revenue up 23.3%. It is currently trading at Rs 257.70 up 5.18%.

India’s fifth largest software exporter HCL Technologies posted a 3.2% year-on-year rise in its Q3 net income at Rs 342.5 crore on a consolidated basis, even as the company clinched better-than-expected growth in the US market.

In rupee terms, the revenue at Rs 1,944.8 crore was up 23.3% year-on-year and 7.1% on a sequential basis.

The net profit was impacted by foreign exchange losses worth Rs 27.1 crore, compared with a gain of Rs 41.8 crore last year, and a gain of Rs 5.8 crore during the second quarter ended December 2007.

HCL’s quarterly EDITDA margins rose to 22.3% from 21.4% in Q2FY07, but lower than 23.3% a year ago.

Market Trend

Index

Current Value

Change (Pts)

Change (%)

SENSEX

16,368.03

214.37

1.33

S&P CNX NIFTY

4,937.10

57.45

1.18

MIDCAP

6,731.29

126.87

1.92

SMLCAP

8,365.41

161.02

1.96

BSE-100

8,668.62

119.07

1.39

BSE-200

2,033.40

29.43

1.47

Technical Analysis

SENSEX (INTRADAY) Time: 10.30AM

With Positive global clue market has given flat opening and than with good rally market has given high at 16414(time 10.19).

With first resistance at 16430, market has 1 st support level at 16320.

Market Activity as on 16th April 2008 at 10.30AM

Most Active Calls

Instrument Type

Symbol

Expiry

Date

Option

Type

Strike

Price

No of

Contracts

Traded

Contract

Value

(Rs. lakhs)

Last

Traded

Price

Open

Interest

OPTIDX

NIFTY

24-Apr-08

CE

5000

11100

28024.28

44

3508450

OPTIDX

NIFTY

24-Apr-08

CE

4900

7645

19092.55

90.95

2173400

OPTIDX

NIFTY

24-Apr-08

CE

4800

3215

7981

162

2367900

OPTIDX

NIFTY

24-Apr-08

CE

5100

1623

4155.82

19

1055150

OPTIDX

NIFTY

24-Apr-08

CE

4700

940

2329.57

250

1087400

Most Active Puts

Instrument

Type

Symbol

Expiry

Date

Option

Type

Strike

Price

No of

Contracts

Traded

Contract

Value

(Rs. lakhs)

Last Traded Price

Open

Interest

OPTIDX

NIFTY

24-Apr-08

PE

5000

6769

17296.15

117

875000

OPTIDX

NIFTY

24-Apr-08

PE

4900

6536

16208.82

64.8

1962750

OPTIDX

NIFTY

24-Apr-08

PE

4800

5748

13886.16

34.95

2751000

OPTIDX

NIFTY

24-Apr-08

PE

4700

3747

8843.69

21.5

2959500

OPTIDX

NIFTY

24-Apr-08

PE

4600

2580

5949.61

12.8

1984550

9.30 a.m. Pre Opening

Key Indices:

Indices were down 1% with prospects of sharper losses reined by a relatively positive guidance for FY09 by Infosys Technologies. Prices were expected to tumble, as the markets opened after an extended weekend holiday, due to losses on Wall Street and Asia.

Indices

Close

Advance Decline Ratio

Support 1

Support 2

Resistance 1

Resistance 2

Direction

Sensex

16,153.66

25 : 5

15,734.64

15,315.62

16,411.07

16,668.48

Nifty

4,879.65

40 : 10

4,752.93

4,626.22

4,961.73

5,043.82

Nifty Future

4,915.35

-

4,747.90

4,580.45

5,009.90

5,104.45

Outlook:

Markets are likely to be volatile with positive bias

Medium term sideways and long term remains positive.

KEY Indicators:

FII- Equity

Rs Cr for 15thApril

Mutual Fund.

Rs Cr for 12th April

Crude Oil $

INR/USD

US Markets

Asian Markets

(31.30)

NA

113.47

39.96

Positive

Positive

Market News:

  • ITC to invest Rs 3 bn for Bengal food processing unit.

  • Indraprastha aims to double piped gas users to 100,000 FY09

  • Four Soft gets order from Colvan Netherlands

  • Kotak Mahindra Bank forays into credit card business

  • Petronet in advanced talks to buy LNG from Gorgon, Australia

  • Larsen & Toubro gets orders worth Rs 20 bn

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Kisan Ratilal Choksey Shares and Securities Pvt. Ltd.
1102, Stock Exchange Tower, Dalal Street, Mumbai 400 001
Phone:91-22-56338050 / 66965555. Fax: 5633 8060
Members: BSE & NSE
www.krchoksey.com
Email: customercare@krchoksey.com / eservices@krchoksey.com

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Written by K R Choksey

April 16th, 2008 at 12:07 pm

Posted in KRC Market Updates

Market Update upto 2.30pm By KRC  

2.30PM

Current News

  • Kotak Mahindra Bank forays into credit card business

  • ITC to invest Rs 3 bn for Bengal food processing unit.

  • Whirlpool India: To invest $40-45 mn on pdt development in 3 yr

  • Indraprastha aims to double piped gas users to 100,000 FY09

  • Surana Telecom shares were locked at 20% upper circuit of Rs 32.85 after the company said it would mull a share buyback on Apr 22.

  • L&T head says signed shipyard JV with Tamil Nadu govt arm

Sector / Company

Yes Bank, the private sector bank is eyeing two private sector banks for acquisition. It is currently trading at 163.50 up 1.52% with a strong support 156 and a resistance of 175

The new generation private sector bank is planning to raise $300 million (about Rs 1,200 crore) in Tier-I and Tier-II structures by December 2008 for its expansion plans. The bank is aiming for a 250-strong branch network, by September 2010. At present, the bank has 67 branches across the country

The banking industry grapevine feels Karnataka Bank, Karur Vysya Bank and Kerala-based Catholic Syrian Bank, Federal Bank and South Indian Bank could be potential acquisition targets.

Yes Bank provides banking services to large corporate and institutional clients, small and medium sized businesses and retails customers. The bank proposes to launch its asset reconstruction company in the next few months and plans to enter the retail broking and asset management businesses over the next 18-24-months.

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April 15th, 2008 at 12:09 pm

Posted in KRC Market Updates

15th April 2008 KRC Market Update  

9.30 a.m. Pre Opening

US Market starts week with losses

US Market ended the day with losses today, Monday, 14 April, 2008 after financial sector weighed on investor sentiments. Traders found it hard to digest Wachovia Securities’ losses as they continued to grapple under General Electric’s dismal results. Overall, only three sectors finished in positive territory. Energy staged the largest advance.

Stocks in News

Infosys results to dictate trend

The key event to watch out for today is the IT bellwether Infosys Technologies’ Q4 March 2008 earnings. A depreciation of the rupee against the dollar is likely to drive good results from the IT sector on a sequential basis in Q4 March 2008 over Q3 December 2007, though the focus here is on guidance for the year ending March 2009.

On a consolidated basis, Infosys today reported 1.46% rise in net profit to Rs 1249 crore on a 6.34% growth in revenue to Rs 4542 crore in Q4 March 2008 over Q3 December 2007. The operating profit rose 6.17% to Rs 1478 crore in Q4 March 2008 over Q3 December 2007.

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Kisan Ratilal Choksey Shares and Securities Pvt. Ltd.
1102, Stock Exchange Tower, Dalal Street, Mumbai 400 001
Phone: 91-22-56338050 / 66965555. Fax: 5633 8060
Members: BSE & NSE
www.krchoksey.com
Email: customercare@krchoksey.com / eservices@krchoksey.com

10.30 a.m. Key indices trade lower; Infy gains after Q4 results

The key indices opened lower after an extended weekend. But markets soon pared losses, led by gains in key IT stocks after sector bellwether Infosys declared its quarterly results. Banking and capital goods stocks edged lower. Asian stocks, which opened before Indian markets, were mixed.

BSE Sensex was down 40.76 points or 0.29% at 15,762.42. The Sensex slipped 234.61 points at day’s low of 15,573.03, hit in early trade.

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Written by K R Choksey

April 15th, 2008 at 2:42 am

Posted in KRC Market Updates