(sticky post) IPO Performance table

Wednesday, February 28, 2007

62 .. till I die



This is where I plan to live
This is where I plan to live till I .... die.
62 .......... till I die

Beta predict scripts snapshot


That's a snapshot of the script that I use to track Indian stock market.
It currently uses a combination of perl and Tk and output can be either text-based or Simple GUI Interface.

Todo:
Plans afloat to add html-based output option .. (I mean similar to a webpage.) (so that different users can track by just using a web-browser).
Authentication
Better Recommendation.
Provide Context based information like Financial Ratios (esp once its a webpage.)
Better integration with Sister scripts
Adding/Modifying scripts to your portfolio thro gui.
Information pertaining to futures and options.

Current Features:
- pop-up alerts(for both lower limit as well as upper limit);
- charts (technical charts also supported) ;
- sort by different parameters
- both Gui mode and text mode available.
- Stock Performance and some recommendation.
- Summary of portfolio.
- Can work for individual scripts .. (no need for a portfolio)
- Multiple portfolios.
- support for multiple purchase (Same script bought with a different buy price in the same portfolio.)
- Disable pop-up alerts on fly.

Sister Scripts:
Sister scripts that can be used to check monthly, weekly, yearly stock performance.
Outputs in text and HTML.
Date to collect information can also be given.
(The weekly data that I upload to this blog was courtesy to the above script)

CLI script for stock symbol lookup
Given a Company search its nse-id; bse-id; moneycontrol-id and yahoo symbol.

Monday, February 26, 2007

How a terrible week ended.

Name 52 Wk High
52 Wk Low
week-high
week-low
lastWkCls closePrice pctChng
PLNG 35.25 - 68.30 49.00
46.50
48.70 46.75 -4.00%
TCS 863.00 - 2092.00 1323.80
1273.00
1292.25 1277.35 -1.15%
NTPC 85.10 - 157.90 144.05
140.50
142.35 142.15 -0.14%
PNB 300.00 - 582.20 472.00
432.00
465.85 434.75 -6.68%
Allahabad Bank 51.50 - 99.30 84.45
75.30
85.15 77.20 -9.34%
Oriental Bank 139.00 - 280.00 229.30
197.55
222.60 199.45 -10.40%
Yesbank N/A N/A
N/A
N/A 150.45 0
IDFC 43.35 - 108.95 103.35
90.55
104.00 91.85 -11.68%
Narmada Chematu 24.10 - 43.50 35.70
33.50
33.20 34.20 3.01%
Guj Ambuja 70.00 - 152.00 135.00
117.00
136.75 123.20 -9.91%
Suzlon 756.00 - 1510.90 1059.90
980.10
1041.50 1048.15 0.64%
ABG Shipyard N/A N/A
N/A
N/A 348.00 0
Reliance 711.50 - 1315.95 1444.40
1391.00
1406.95 1413.25 0.45%
PVR 188.40 - 344.40 205.00
186.80
201.40 187.45 -6.93%
Tulip IT 162.25 - 601.25 675.00
606.50
643.05 611.25 -4.95%
GESHIP 212.10 - 233.10 230.00
203.10
214.90 207.75 -3.33%
Reliance Infra 352.30 - 951.70 522.40
448.50
500.15 454.60 -9.11%
Reliance Natura 17.60 - 41.65 26.75
24.80
26.15 24.90 -4.78%
Reliance Comm 186.10 - 485.20 463.00
430.00
466.55 433.55 -7.07%
Guj State Petro 26.50 - 45.50 50.25
45.20
46.75 47.30 1.18%
Inox Leisure N/A N/A
N/A
N/A 121.15 0
Sun tv 820.00 - 1847.90 1759.40
1554.75
1740.95 1570.00 -9.82%
Infy 1597.10 - 3449.00 2387.80
2212.20
2382.95 2237.70 -6.10%
Patel Eng 211.25 - 633.90 424.40
352.70
414.25 359.45 -13.23%
Reliance Petro 58.05 - 105.00 71.70
66.40
67.95 66.80 -1.69%
Tech Mahindra 515.00 - 1793.70 1713.00
1560.00
1683.80 1586.95 -5.75%
L & T 1227.00 - 2909.00 1712.00
1596.40
1695.20 1611.15 -4.96%
Rel Capital 320.00 - 727.90 698.50
641.00
689.45 654.60 -5.05%
Reliance Energy 360.00 - 670.00 539.70
501.00
542.60 504.20 -7.08%
Sobha Developers 753.25 - 1128.20 830.00
773.00
861.20 792.55 -7.97%
Great Offshore 605.00 - 0.00 670.00
607.00
667.20 610.65 -8.48%
SENSEX 8799.01 - 14723.90 14479.18
13568.08
14355.55 13632.53 -5.04%
NSE 2595.65 - 4245.30 4177.70
3918.20
4146.20 3938.95 -5.00%

Sunday, February 18, 2007

week ending 17th Feb 2007.


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Name : 52-week-range week-high - week-low lastWkCls closePrice pctChng
xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx
PLNG : 35.25 - 68.30 50.60 - 46.55 48.75 48.70 ( -0.10%)
TCS : 863.00 - 2092.00 1300.00 - 1225.10 1287.40 1292.25 ( 0.38%)
NTPC : 85.10 - 157.90 147.30 - 139.65 145.10 142.35 ( -1.90%)
Jet Airways : 475.00 - 1062.00 775.00 - 680.15 776.95 724.90 ( -6.70%)
PNB : 300.00 - 582.20 510.00 - 432.30 505.45 465.85 ( -7.83%)
Allahabad Bank : 51.50 - 99.30 87.50 - 77.00 87.10 85.15 ( -2.24%)
Oriental Bank : 139.00 - 280.00 239.90 - 214.35 232.55 222.60 ( -4.28%)
Jindal PolyFilm : 116.50 - 313.90 162.90 - 155.10 158.80 159.60 ( 0.50%)
Yesbank : 0.00 - 0.00 0.00 150.85 ( 0.00%)
IDFC : 43.35 - 108.95 104.70 - 88.65 100.45 104.00 ( 3.53%)
Narmada Chematu : 24.10 - 43.50 34.80 - 32.05 34.00 33.20 ( -2.35%)
Guj Ambuja : 70.00 - 152.00 139.50 - 126.80 138.04 135.95 ( -1.51%)
Suzlon : 756.00 - 1510.90 1245.00 - 1021.00 1245.05 1041.50 (-16.35%)
ABG Shipyard : 0.00 - 0.00 0.00 340.15 ( 0.00%)
Reliance : 711.50 - 1315.95 1413.70 - 1342.00 1391.80 1406.95 ( 1.09%)
PVR : 188.40 - 344.40 218.00 - 197.50 213.05 201.40 ( -5.47%)
Tulip IT : 162.25 - 601.25 679.00 - 503.00 572.25 643.05 ( 12.37%)
GESHIP : 212.10 - 233.10 215.60 - 202.00 211.00 214.90 ( 1.85%)
Reliance Infra : 352.30 - 951.70 533.90 - 467.00 531.20 500.15 ( -5.85%)
Reliance Natura : 17.60 - 41.65 27.35 - 25.05 26.90 26.15 ( -2.79%)
Reliance Comm : 186.10 - 485.20 481.50 - 430.10 476.20 466.55 ( -2.03%)
Guj State Petro : 26.50 - 45.50 49.00 - 44.90 48.50 46.75 ( -3.61%)
Inox Leisure : 0.00 - 0.00 0.00 138.20 ( 0.00%)
Sun tv : 820.00 - 1847.90 1814.00 - 1605.00 1773.12 1740.95 ( -1.81%)
Infy : 1597.10 - 3449.00 2415.00 - 2261.70 2361.25 2382.95 ( 0.92%)
Patel Eng : 211.25 - 633.90 453.00 - 378.00 453.30 414.25 ( -8.61%)
Reliance Petro : 58.05 - 105.00 69.55 - 65.05 67.65 67.95 ( 0.44%)
Tech Mahindra : 515.00 - 1793.70 1742.00 - 1612.30 1738.90 1683.80 ( -3.17%)
L & T : 1227.00 - 2909.00 1724.90 - 1574.00 1716.15 1695.20 ( -1.22%)
Rel Capital : 320.00 - 727.90 715.00 - 621.65 708.40 689.45 ( -2.68%)
Reliance Energy : 360.00 - 670.00 560.00 - 524.00 555.35 542.60 ( -2.30%)
Sobha Developer : 753.25 - 1128.20 912.00 - 753.25 912.15 861.20 ( -5.59%)
Great Offshore : 605.00 - 0.00 685.00 - 605.00 684.15 667.20 ( -2.48%)
SENSEX : 8799.01 - 14723.90 14529.28 - 13805.36 14538.90 14355.55 ( -1.26%)
NSE : 2595.65 - 4245.30 4187.20 - 3965.20 4187.40 4146.20 ( -0.98%)
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Monday, February 12, 2007

Can this Idea change your life ????

Abt Company:
------------
Idea Cellular:
6th largest cell operator + 8.5% market share.
11 circles : mainly delhi, Ap, Maharastra, Gujarat.
9 pending licenses + Uas for mumbai and Bihar.
has NLD license

Idea was started as a joint venture from AT&T, Tata and Birla,
The growth figures were somewhat subdued because of the fact that
shareholders quarrelled often on issues.. However before IPO, AB group
holds a 98% stake and they are very aggressive about this entity,
AB group has clearly stated that they want to be the leaders of which ever
business they are in and they have clearly consolidated in business where
they no more hold interest to them.

Offer details:
--------------
2125 crores:
65-75 per share
12th - 15th Feb 2007.
J M Morgan Stanley and DSP Merill Lynch are the lead managers to the offer,
with Citigroup and UBS Securities as the co-book running lead managers.
Big Share services Private Limited.

Competitors:
-----------
Hutch, Bharati, Tata tele, Rel Com, BSNL

Management:
----------
Aditya Birla Group.


Fund Usage:
-----------
Expansion in newer circles.
Use for NLD Operations.
Redumption of Preference shares.


Positives.
---------
Pre-Ipo placement done at Rs 75/- part by Aditya-Nuvo
Indian telecom Market is one of the fastest growing in the world.
Market is suppose to increase further.
Uas in Bihar : mobile penetration in Bihar is low.
NLD license will allow Idea to use its own network for inter-cirle.
We have too many subscribers hoping from one network to other esp in pre-paid business.
Risks and Other Negatives
--------------------------

Stake sale from Tata and pre-IPO Capital from FII was at a lower price of around Rs 40/-
Absense of Pan india presence.
Depending on others to provide roaming services.
Increasing Market share when bigger players like Bharati, Vodofone and Reliance
around is tough.
Minutes of usage per subscriber, Average revenue per user, and average revenue per minute are
all lower than other players.
vals:
-----

p/e works out to be 42.3 – 47.8,

p/e of Airtel is 40. Rcom is 34.5

MarktCap/Sales :


Mkt/Sales P/E EPS*
Airtel 8.39 (cm:
Reliance 7.12 34.5 (cm:
Idea 4.28-4.85 42.3-47.8 1.5-1.6 - (cm:


*Annualised EPS for 9 months ending dec :Rs 1.5-1.6

reviews read:
---------------

(Capital Markets: CM,
Prabhudhar Liladhar: PL: Apply
http://www.business-standard.com/general/pdf/brokerrecos/100207_01.pdf
CLSA: Subscribe.
Hindu Businessline: Invest at Cutoff
Business Standard: Invest : Will scale with a commited management.
Emkay : Subscribe:
Batlivala and Karani: Good opportunity to enter Telecom sector.

Verdict :
----------

There may not a huge listing gain as P/E is a little high (higher than currently
listed peers.
However its probably a share to apply assuming that Birla's get to do what they plan to do.
Also the fact that the company is at a discount considering the the operating ratios
are better than say Airtel. Also the huge valution received by Hutch makes Idea a good
subscribe.. However if you don't subscribe you may not regret much.

An Idea may change your life .....

How did it fare:
---------------

Week ending Feb 9th 2007....



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Name : 52-week-range week-high - week-low lastWkCls closePrice pctChng
xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx
PLNG : 35.25 - 68.30 51.90 - 48.50 50.70 48.75 ( -3.85%)
TCS : 863.00 - 2092.00 1317.45 - 1283.15 1300.50 1287.40 ( -1.01%)
NTPC : 85.10 - 157.90 146.50 - 140.10 142.40 145.10 ( 1.90%)
Jet Airways : 475.00 - 1062.00 805.00 - 765.10 785.85 776.95 ( -1.13%)
PNB : 300.00 - 582.20 529.95 - 501.50 513.31 501.45 ( -2.31%)
Allahabad Bank : 51.50 - 99.30 91.40 - 86.75 91.00 87.10 ( -4.29%)
Oriental Bank : 139.00 - 280.00 238.50 - 218.20 219.05 232.55 ( 6.16%)
Jindal PolyFilm : 116.50 - 313.90 166.00 - 154.00 160.00 158.80 ( -0.75%)
Yesbank : 0.00 - 0.00
IDFC : 43.35 - 108.95 112.95 - 98.15 99.95 100.45 ( 0.50%)
Narmada Chematu : 24.10 - 43.50 35.90 - 33.75 35.00 34.00 ( -2.86%)
Guj Ambuja : 70.00 - 152.00 145.00 - 135.00 142.85 138.85 ( -2.80%)
Suzlon : 756.00 - 1510.90 1299.00 - 1220.00 1219.35 1245.05 ( 2.11%)
ABG Shipyard : 0.00 - 0.00
Reliance : 702.10 - 1315.95 1408.00 - 1330.00 1375.05 1391.80 ( 1.22%)
PVR : 188.40 - 344.40 233.95 - 210.00 227.70 213.05 ( -6.43%)
Tulip IT : 162.25 - 601.25 621.20 - 566.00 606.15 572.25 ( -5.59%)
GESHIP : 212.10 - 233.10 215.00 - 201.10 205.45 211.00 ( 2.70%)
Reliance Infra : 352.30 - 951.70 577.00 - 527.00 547.35 531.20 ( -2.95%)
Reliance Natura : 17.60 - 41.65 30.70 - 26.55 27.50 26.90 ( -2.18%)
Reliance Comm : 186.10 - 485.20 518.85 - 471.35 490.80 476.20 ( -2.97%)
Guj State Petro : 26.50 - 45.50 52.20 - 43.00 50.95 48.50 ( -4.81%)
Inox Leisure : 0.00 - 0.00
Sun tv : 820.00 - 1847.90 1847.90 - 1701.25 1732.20 1776.35 ( 2.55%)
Infy : 1597.10 - 3449.00 2398.00 - 2235.00 2265.55 2361.25 ( 4.22%)
Patel Eng : 211.25 - 633.90 475.00 - 442.95 471.15 453.30 ( -3.79%)
Reliance Petro : 58.05 - 105.00 69.90 - 66.55 67.10 67.65 ( 0.82%)
Tech Mahindra : 515.00 - 1793.70 1843.90 - 1730.10 1793.85 1738.90 ( -3.06%)
L & T : 1227.00 - 2909.00 1775.90 - 1658.00 1680.30 1716.15 ( 2.13%)
Rel Capital : 320.00 - 727.90 729.00 - 651.15 658.90 708.40 ( 7.51%)
Reliance Energy : 360.00 - 670.00 582.90 - 535.00 533.65 555.35 ( 4.07%)
Sobha Developer : 0.00 - 1128.20 1047.00 - 902.50 1031.25 912.15 - (-11.55%)
Great Offshore : 717.30 - 0.00 751.05 - 681.05 727.85 684.15 ( -6.00%)
SENSEX : 8799.01 - 14697.70 14723.88 - 14372.36 14403.77 14538.90 ( 0.94%)
NSE : 2595.65 - 4245.30 4245.30 - 4170.00 4183.50 4187.40 ( 0.09%)
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Did worse than Sensex / Nifty ..