| Stock | Latest Price Volume | Overall Gain | |
| 52 Week | |||
| ABG Shipyard BSE 22/12 (16:01) |  270.70135,282 | 425.00 185.00 | 46.32% |
| Allahabad Bank NSE 22/12 (15:56) |  87.90753,715 | 99.30 51.50 | 7.19% |
| GE Shipping NSE 22/12 (15:59) | 208.45 311,325 | 352.80 171.10 | -32.10% |
| Guj Ambuja Cem BSE 22/12 (16:01) | 136.90 1.10m | 148.00 75.00 | 90.80% |
| Guj State Petro BSE 22/12 (15:59) | 39.55 119,376 | 47.25 26.50 | 46.49% |
| IDFC BSE 22/12 (16:00) | 72.15 244,115 | 83.30 43.35 | 112.21% |
| INOX Leisure BSE 22/12 (16:00) | 145.60 20,693 | 252.70 95.15 | 21.33% |
| Infosys NSE 22/12 (15:59) | 2,173.80 516,939 | 2280.00 1572.00 | 35.86% |
| Jet Airways BSE 22/12 (16:00) | 588.00 62,434 | 1280.00 475.10 | -46.55% |
| Jindal PolyFilm NSE 22/12 (15:37) | 153.45 3,593 | 313.90 116.50 | -57.37% |
| Larsen BSE 22/12 (16:01) | 1,432.35 130,078 | 1490.00 832.50 | 8.11% |
| NTPC NSE 22/12 (15:59) | 133.95 2.55m | 157.90 85.10 | 116.05% |
| Narmada Chematu NSE 22/12 (15:50) | 31.70 12,624 | 43.50 24.10 | -28.60% |
| Oriental Bank NSE 22/12 (15:54) | 220.10 123,884 | 284.45 139.00 | -11.96% |
| PNB NSE 22/12 (16:00) | 496.55 319,112 | 582.20 300.00 | 27.32% |
| PVR BSE 22/12 (15:33) | 229.00 1,400 | 337.00 190.00 | 1.78% |
| Patel Eng NSE 22/12 (15:53) | 438.75 33,813 | 633.90 221.00 | -0.29% |
| Petronet LNG BSE 22/12 (16:00) | 48.20 113,424 | 68.50 35.50 | 221.33% |
| Rel Capital BSE 22/12 (16:01) | 590.80 453,630 | 642.80 320.10 | 0.00% |
| Reliance NSE 22/12 (15:59) | 1,272.55 1.40m | 1315.95 580.10 | 40.77% |
| Reliance Comm NSE 22/12 (15:59) | 468.40 5.48m | 475.90 10.00 | 0.00% |
| Reliance Energy BSE 22/12 (16:01) | 525.40 117,280 | 700.60 362.05 | 0.00% |
| Reliance Infra BSE 22/12 (16:01) | 501.30 112,303 | 943.80 276.30 | 0.26% |
| Reliance Natura BSE 22/12 (16:01) | 21.40 1.01m | 41.45 5.00 | 0.00% |
| Reliance Petro NSE 22/12 (15:59) | 63.05 2.89m | 105.00 58.05 | 5.09% |
| Sun TV NSE 22/12 (15:58) | 1,352.40 113,596 | 1620.00 820.00 | 54.56% |
| Suzlon Energy NSE 22/12 (15:57) | 1,262.10 331,966 | 1510.90 756.00 | 147.48% |
| TCS NSE 22/12 (15:58) | 1,153.95 437,504 | 1234.45 863.00 | 171.52% |
| Tech Mahindra NSE 22/12 (15:59) | 1,655.50 5.22m | 1748.70 365.00 | 353.57% |
| Tulip IT NSE 22/12 (15:59) | 524.10 1.02m | 542.00 120.00 | 336.75% |
| Yes Bank BSE 22/12 (16:01) | 132.25 147,480 | 148.30 65.00 | 193.90% |
Friday, December 22, 2006
My portfolio as on 22nd dec 2006.
Tuesday, December 19, 2006
kyge banda tuttu bAyige baralilla.
Another chapter in my hunt for a site. (Script looks just too good for a Telugu film)
I had planned on registering a site yesterday on my name.
As expected we were well ahead of time.. (My Dad who accompanies me is stickler for time)
Everybody (the team of sellers: there was only one owner but atleast half a dozen people had come along in a Toyota Qualis, the agent, the stamp vendor, and ofcourse me the purchaser.) were at the sub-registrar office, Yelhanka. I had my own doubts that the registration would continue today.
Different newspapers gave different views on registration of revenue sites but they were unanimous on the issue of registration of converted sites. However the ground reality was different. Situation looked confusing since Friday.. and though I had informed the seller, they were pretty confident that there would be no problem in registering on Monday (i.e yesterday: 18th dec). They even thought that it was good idea to collect the non-disclosed amount on Sunday itself. However better sense prevailed among the sellers (Probably they sensed that I was not at all comfortable and I sincerely thank them for that.) and they postponed the rest amount till we heard officially that we could get the site registered.
Now as soon as we gathered, there was an extended get-together among the selling party themselves about something that they never revealed.. And that let to the delay in signing some of the forms needed for registration.. Why the delay now and what led to the discussions.. can't they sign and then discuss .. I have no answers. However by the time they signed and the stamp vendor went inside the
office.. it was two and half hours since we were at that place.
And the stamp vendor came back after another half-an-hour and told us.. the registrars are just to scared to register. (so why were the registrars scared .. to register). It was told that there was a Gazatte that told that if the registrar were to register any site without proper documents, then they could face 3 years in jail and 10k in prison. So their solution.. not register at all.
What it meant was that I returned empty handed...and the tension seems to build..
I now get to know that registrars are allowing "postponed registrations.." . As in register today and they would get it verify the documents in some time and then let us know.. how and when is not known. Both seller and I opted out of it and so we wait another day ...
I had planned on registering a site yesterday on my name.
As expected we were well ahead of time.. (My Dad who accompanies me is stickler for time)
Everybody (the team of sellers: there was only one owner but atleast half a dozen people had come along in a Toyota Qualis, the agent, the stamp vendor, and ofcourse me the purchaser.) were at the sub-registrar office, Yelhanka. I had my own doubts that the registration would continue today.
Different newspapers gave different views on registration of revenue sites but they were unanimous on the issue of registration of converted sites. However the ground reality was different. Situation looked confusing since Friday.. and though I had informed the seller, they were pretty confident that there would be no problem in registering on Monday (i.e yesterday: 18th dec). They even thought that it was good idea to collect the non-disclosed amount on Sunday itself. However better sense prevailed among the sellers (Probably they sensed that I was not at all comfortable and I sincerely thank them for that.) and they postponed the rest amount till we heard officially that we could get the site registered.
Now as soon as we gathered, there was an extended get-together among the selling party themselves about something that they never revealed.. And that let to the delay in signing some of the forms needed for registration.. Why the delay now and what led to the discussions.. can't they sign and then discuss .. I have no answers. However by the time they signed and the stamp vendor went inside the
office.. it was two and half hours since we were at that place.
And the stamp vendor came back after another half-an-hour and told us.. the registrars are just to scared to register. (so why were the registrars scared .. to register). It was told that there was a Gazatte that told that if the registrar were to register any site without proper documents, then they could face 3 years in jail and 10k in prison. So their solution.. not register at all.
What it meant was that I returned empty handed...and the tension seems to build..
I now get to know that registrars are allowing "postponed registrations.." . As in register today and they would get it verify the documents in some time and then let us know.. how and when is not known. Both seller and I opted out of it and so we wait another day ...
Friday, December 15, 2006
yahoo port for the week ending 15th dec 2006.
| Symbol | Last Trade | Change | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| ^BSESN | 13,614.52 | +127.36 | +0.94% | ||||||||
| ^NSEI | 3,888.65 | +45.60 | +1.19% | ||||||||
| ^DJI | 12,469.71 | +52.95 | +0.43% | ||||||||
| ^IXIC | 2,465.24 | +11.39 | +0.46% | ||||||||
| PETRONET.NS | v 50.90 | +1.00 | +2.00% | ||||||||
| TCS.NS | v 1,160.20 | +10.60 | +0.92% | ||||||||
| NTPC.NS | ^ 143.10 | -2.25 | -1.55% | ||||||||
| JETAIRWAY.NS | v 607.50 | -5.75 | -0.94% | ||||||||
| PNB.NS | ^ 507.80 | +6.70 | +1.34% | ||||||||
| ALBK.NS | ^ 92.80 | 0.00 | 0.00% | ||||||||
| ORIENTBAN.NS | v 228.50 | +0.65 | +0.29% | ||||||||
| JINDALPOL.NS | v 153.95 | +1.50 | +0.98% | ||||||||
| YESBANK.NS | ^ 141.90 | +7.40 | +5.50% | ||||||||
| IDFC.NS | 75.35 | +2.40 | +3.29% | ||||||||
| NARMDCHEM.NS | 31.95 | +1.00 | +3.23% | ||||||||
| GUJAMBCEM.NS | ^ 140.15 | +1.50 | +1.08% | ||||||||
| SUZLON.NS | ^ 1,303.70 | -10.05 | -0.76% | ||||||||
| 532682.BO | v 224.25 | +3.90 | +1.77% | ||||||||
| RELIANCE.NS | ^ 1,253.70 | -5.75 | -0.46% | ||||||||
| PVR.NS | v 234.50 | -2.20 | -0.93% | ||||||||
| TULIP.NS | ^ 473.75 | +42.40 | +9.83% | ||||||||
| GESHIP.NS | 209.90 | -7.75 | -3.56% | ||||||||
| RIIL.NS | 500.45 | -12.40 | -2.42% | ||||||||
| RNRL.NS | 21.90 | -0.15 | -0.68% | ||||||||
| RCOM.NS | 466.25 | +18.50 | +4.13% | ||||||||
| GSPL.NS | 40.70 | -0.40 | -0.97% | ||||||||
| 532706.BO | 152.70 | +0.25 | +0.16% | ||||||||
| SUNTV.NS | 1,331.40 | +4.80 | +0.36% | ||||||||
| INFOSYSTC.NS | 2,233.50 | +37.3999 | +1.70% | ||||||||
| RPL.NS | 64.10 | +0.25 | +0.39% | ||||||||
| PATELENG.NS | 460.20 | -5.70 | -1.22% | ||||||||
| TECHM.NS | 1,130.70 | +21.2999 | +1.92% | ||||||||
| LT.NS | 1,460.70 | +8.60 | +0.59% | ||||||||
| RELCAPITA.NS | 577.25 | +6.05 | +1.06% | ||||||||
| REL.NS | 540.20 | +9.00 | +1.69% | ||||||||
| |||||||||||
Wednesday, December 13, 2006
Ups and down
As all ways I have some sweet news and some harsh realities to tell.
Weekend was a forgettable one...
After a really forgettable weekend... where I had to indulge in real estate deals which I new wouldn't come out practically...and a day in the week started with a thud.. My plan to sell off OBC and Jindal Polyfilms landed flat on my face caught completely off guard. I hadn't read about the CRR rate hike.. (how foolish of me not to read it!!!!!)..
And after two days, where 47k was washed off the table, wednesday brought some cheer where 10k got restored. The first two days I did worse than sensex and nifty .. However today i.e wednesday I seem to be better than the two indices. Also I am allotted 10 shares of sobha developers.
I hope to get my refund in another two days and hope sobha lists with a decent profit.
Weekend was a forgettable one...
After a really forgettable weekend... where I had to indulge in real estate deals which I new wouldn't come out practically...and a day in the week started with a thud.. My plan to sell off OBC and Jindal Polyfilms landed flat on my face caught completely off guard. I hadn't read about the CRR rate hike.. (how foolish of me not to read it!!!!!)..
And after two days, where 47k was washed off the table, wednesday brought some cheer where 10k got restored. The first two days I did worse than sensex and nifty .. However today i.e wednesday I seem to be better than the two indices. Also I am allotted 10 shares of sobha developers.
I hope to get my refund in another two days and hope sobha lists with a decent profit.
Friday, December 8, 2006
tanla
Abt Company:
------------
Into telecom signaling and mobile messaging. (CM,
integrated telecom infrastructure solutions and products. (idbi,
98% revenues from exports (PL,
Offer details:
--------------
Offer price : 230-265
Issue : December 11, 2006 December 14, 2006
BRLM : Capital Markets, SBI Ltd.
Registrar : Karvy Computershare
Promoters share: 35%
Competitors:
-----------
Management:
----------
Management consists of people from IIT, and few MBA from foreign universities.
Fund Usage:
-----------
Setting up infrastructure facility for a development center at Hyderabad. backup / disaster recovery center at Bangalore. (idbi, pL,
Establishing overseas marketing offices. (idbi,
Expansion, Upgradation of Research and Product Development Facilities (idbi,
Fund regional / global expansion and acquire and invest in strategic business. (idbi,
Meet working capital requirements. (idbi,
Positives.
---------
one of the few companies in India to focus on integrated solutions and products for the wireless world (idbi,
Messaging to grow further. (PL,CM,
Working with branded companies. (idbi,
High OPM (idbi, PL, CM,
good Growth in the last seven to eight quarters. (CM,
continued profitability. (PL, CM,
Provides end to end offerings for mobile operators. (idbi,
flexibile pricing, (PL, idbi,
expected to tap US and australia markets soon (PL,
strong entry barriers in non voice segment due to tech expertise. (PL,
Attractive valuations (PL)
Risks
-------
Focused on one customer/one industry (PL, CM).
Highly competitive market with only 2% share in UK (CM,
Its an FPO with shares not trading much in Hyd, Chennai, Ahmedabad. (CM,
revenues mostly from UK (PL)
Debtor outstanding days in this business are about 70-90 (PL)
Valuations:
-----------
p/e of 16-18 based on HY1 06-07 ending sep 2006; no comparable company, Industry p/e is 24 (CM,
Increasing and good ROCE and RONW (idbi,
Increasing net profits + income (idbi,
p/e 43.8x and 38x FY06A earnings and at 18.6x and 16.1x FY07E annualised earnings (PL)
revenue and profit growing at around 100% (PL,
reviews read:
---------------
Capital markets (Apply,
idbi,
prabhudhar Lilladhar (positive, )
Verdict :
----------
Should apply for atleast listing gains.
Historical:
-----------
One company which listed in another stock exchange which did not do well when listed in BSE/NSE.
How did it fare:
---------------
------------
Into telecom signaling and mobile messaging. (CM,
integrated telecom infrastructure solutions and products. (idbi,
98% revenues from exports (PL,
Offer details:
--------------
Offer price : 230-265
Issue : December 11, 2006 December 14, 2006
BRLM : Capital Markets, SBI Ltd.
Registrar : Karvy Computershare
Promoters share: 35%
Competitors:
-----------
Management:
----------
Management consists of people from IIT, and few MBA from foreign universities.
Fund Usage:
-----------
Setting up infrastructure facility for a development center at Hyderabad. backup / disaster recovery center at Bangalore. (idbi, pL,
Establishing overseas marketing offices. (idbi,
Expansion, Upgradation of Research and Product Development Facilities (idbi,
Fund regional / global expansion and acquire and invest in strategic business. (idbi,
Meet working capital requirements. (idbi,
Positives.
---------
one of the few companies in India to focus on integrated solutions and products for the wireless world (idbi,
Messaging to grow further. (PL,CM,
Working with branded companies. (idbi,
High OPM (idbi, PL, CM,
good Growth in the last seven to eight quarters. (CM,
continued profitability. (PL, CM,
Provides end to end offerings for mobile operators. (idbi,
flexibile pricing, (PL, idbi,
expected to tap US and australia markets soon (PL,
strong entry barriers in non voice segment due to tech expertise. (PL,
Attractive valuations (PL)
Risks
-------
Focused on one customer/one industry (PL, CM).
Highly competitive market with only 2% share in UK (CM,
Its an FPO with shares not trading much in Hyd, Chennai, Ahmedabad. (CM,
revenues mostly from UK (PL)
Debtor outstanding days in this business are about 70-90 (PL)
Valuations:
-----------
p/e of 16-18 based on HY1 06-07 ending sep 2006; no comparable company, Industry p/e is 24 (CM,
Increasing and good ROCE and RONW (idbi,
Increasing net profits + income (idbi,
p/e 43.8x and 38x FY06A earnings and at 18.6x and 16.1x FY07E annualised earnings (PL)
revenue and profit growing at around 100% (PL,
reviews read:
---------------
Capital markets (Apply,
idbi,
prabhudhar Lilladhar (positive, )
Verdict :
----------
Should apply for atleast listing gains.
Historical:
-----------
One company which listed in another stock exchange which did not do well when listed in BSE/NSE.
How did it fare:
---------------
cairn
Abt:
----
Cairn : Independent Oil and Gas exploration company. (capmart, Networth, Sharekhan, emkay,
Already listed on London Stock exchange.(capmart, Networth, emkay,
Mangala : Largest oil discovery in India.(capmart, Networth, Sharekhan, emkay
Offer details:
--------------
160-190:
issue date: 11th dec to 15th dec.
issue size: 60k mn.
Post issue promoter share : 69%
Lead Manager DSP Merrill Lynch Ltd, ABN AMRO Securities (India) Pvt Ltd and JM Morgan Stanley Pvt Ltd
Registrar Intime Spectrum Registry Limited
Competitors:
-----------
ONGC, RIL (Networth, Sharekhan, emkay
Management:
----------
good and experienced management. (Networth, Sharekhan, emkay
Fund Usage:
-----------
Develop Rajasthan block, additional drilling in Gujarat.(capmart, Networth, Sharekhan,
payments to the parent company (41%) (Networth, Sharekhan, emkay
Positives.
---------
Lower cost for the production.(capmart, Sharekhan,
Future exploration activities (Networth, Sharekhan,
proved track record and experienced management (Networth, Sharekhan, emkay
Pre-placement partners @ 176 : Videocon, Merill-lynch, Petronas, Citigroup, ABN Amro, (Sharekhan, emkay,
Increase in demand for natural gas and oil ( emkay,
Risks
-------
Production from Mangala from 2009.(capmart, Networth,
Unsatisfactory pipeline infrastructure.(capmart, Networth, Sharekhan,
No p/e for now.(capmart,
production volume stagnating in ravva (Networth,
Refiniries may look for discount. (Networth, Sharekhan,
Long gestation period. (Networth,
crude produced is waxy in nature and hence is at 10% discount (Networth, Sharekhan,
Sensitivity to oil price movement including govt regulation on oil pricing. (Sharekhan,
Valuations:
------------
No p/e for now.(capmart,
At double the valuations as ONGC, (Sharekhan,
reviews read:
---------------
cap mart: invest for long term only, (capmart,
networth : subscribe for long term perspective(
Emkay: Subscribe for long term as well as listing gains.
Verdict:
-------
Long term story,
No p/e,
past experiences with RPL, Petronet, Lanco don't expect listing gains.
Can even buy it at secondary instead of locking money.
No for IPO.
----
Cairn : Independent Oil and Gas exploration company. (capmart, Networth, Sharekhan, emkay,
Already listed on London Stock exchange.(capmart, Networth, emkay,
Mangala : Largest oil discovery in India.(capmart, Networth, Sharekhan, emkay
Offer details:
--------------
160-190:
issue date: 11th dec to 15th dec.
issue size: 60k mn.
Post issue promoter share : 69%
Lead Manager DSP Merrill Lynch Ltd, ABN AMRO Securities (India) Pvt Ltd and JM Morgan Stanley Pvt Ltd
Registrar Intime Spectrum Registry Limited
Competitors:
-----------
ONGC, RIL (Networth, Sharekhan, emkay
Management:
----------
good and experienced management. (Networth, Sharekhan, emkay
Fund Usage:
-----------
Develop Rajasthan block, additional drilling in Gujarat.(capmart, Networth, Sharekhan,
payments to the parent company (41%) (Networth, Sharekhan, emkay
Positives.
---------
Lower cost for the production.(capmart, Sharekhan,
Future exploration activities (Networth, Sharekhan,
proved track record and experienced management (Networth, Sharekhan, emkay
Pre-placement partners @ 176 : Videocon, Merill-lynch, Petronas, Citigroup, ABN Amro, (Sharekhan, emkay,
Increase in demand for natural gas and oil ( emkay,
Risks
-------
Production from Mangala from 2009.(capmart, Networth,
Unsatisfactory pipeline infrastructure.(capmart, Networth, Sharekhan,
No p/e for now.(capmart,
production volume stagnating in ravva (Networth,
Refiniries may look for discount. (Networth, Sharekhan,
Long gestation period. (Networth,
crude produced is waxy in nature and hence is at 10% discount (Networth, Sharekhan,
Sensitivity to oil price movement including govt regulation on oil pricing. (Sharekhan,
Valuations:
------------
No p/e for now.(capmart,
At double the valuations as ONGC, (Sharekhan,
reviews read:
---------------
cap mart: invest for long term only, (capmart,
networth : subscribe for long term perspective(
Emkay: Subscribe for long term as well as listing gains.
Verdict:
-------
Long term story,
No p/e,
past experiences with RPL, Petronet, Lanco don't expect listing gains.
Can even buy it at secondary instead of locking money.
No for IPO.
Thursday, November 16, 2006
My Initial days at my new company.
This is my first post.. The post that describes whats going to be written in this blog will be put later some other day.
As I make a move to another company, curiosity took the better of me.
The first few days is suppose to be induction training and the induction training was all blah blah abt why people in new company think that it is the greatest company in the world. Ofcourse if they had found a better company or a better job they would have surely moved. Either they didn't try out or they were not ready to risk...
Few things that stand out from my previous company...
The induction training facilitators are much more professional (atleast look more professional).
The stationery seems better.
Few things I couldn' t understand..
Why would you bore people with some info abt the company... If the employees are interested they would search the info in the intranet, ask collegues and ofcourse go thro the course material. Will what other employees think abt the company motivate you ...
Few things different in this company from my previous company.
The restrooms are surely better.. I mean they accommodate more and a little more spacious than they did in my previous company.
They are too many doors in the new company... with all access controls and what not.. All glass windows are either painted or they are no were near the conference rooms and cubicles.. What I mean is there is no way for sunlight to come. In my previous company.. there was lot of scope for sunlight to enter cubicle..
As I make a move to another company, curiosity took the better of me.
The first few days is suppose to be induction training and the induction training was all blah blah abt why people in new company think that it is the greatest company in the world. Ofcourse if they had found a better company or a better job they would have surely moved. Either they didn't try out or they were not ready to risk...
Few things that stand out from my previous company...
The induction training facilitators are much more professional (atleast look more professional).
The stationery seems better.
Few things I couldn' t understand..
Why would you bore people with some info abt the company... If the employees are interested they would search the info in the intranet, ask collegues and ofcourse go thro the course material. Will what other employees think abt the company motivate you ...
Few things different in this company from my previous company.
The restrooms are surely better.. I mean they accommodate more and a little more spacious than they did in my previous company.
They are too many doors in the new company... with all access controls and what not.. All glass windows are either painted or they are no were near the conference rooms and cubicles.. What I mean is there is no way for sunlight to come. In my previous company.. there was lot of scope for sunlight to enter cubicle..
Subscribe to:
Posts (Atom)
