Morpheus Pratiksha Flats for Sale in Greater Noida West @ Rs 30 Lakh
WORLD INDICES & INDIAN ADRs (US$) 3-Jul-17Tata Motors (#) Tiago crosses 1 lakh cumulative booking...
Transcript of WORLD INDICES & INDIAN ADRs (US$) 3-Jul-17Tata Motors (#) Tiago crosses 1 lakh cumulative booking...
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EQUITY
Latest 1 Day P/E* P/B*
SENSEX 31,209.8 (0.0) 23.3 3.0
NIFTY 9,613.3 (0.0) 22.6 2.9
CNXMIDCAP 17,866.9 (0.2) 30.4 2.2
4-Jul-17
*Source: Bloomberg
NET INFLOWS (Rs. Crs.) 3-Jul-17
NET MTD YTD
FII (896.1) (7416.0) 10162.9
MF 871.2 19971.3 30516.0
*YTD From January till date
5 July 2017
Sushil Financial Services Private Limited Member BSE : SEBI Regn.No. INB/F010982338 | NSE : SEBI Regn.No.INB/F230607435. Regd. Office : 12, Homji Street, Fort, Mumbai 400 001. Phone: +91 22 40936000 Fax: +91 22 22665758 Email : [email protected]
Please refer to important disclosures at the end of the report For private Circulation Only.
3-Jul-17
Latest Points % Chg.
NIKKEI 225 * 19928.8 (103.6) (0.5)
HANG SENG * 25423.9 34.9 0.1
DOWJONES 21479.3 129.6 0.6
NASDAQ 6110.1 (30.4) (0.5)
SGX NIFTY FUT* 9635.0 10.0 0.1
INFY 15.1 0.1 0.8
HDFC BANK 87.9 1.0 1.1
ICICI BANK 9.0 0.0 0.0
TATA MOTORS 33.3 0.2 0.7
WIPRO 5.2 0.0 0.2
DR REDDY 41.5 (0.7) (1.6)
* At 08:20 a.m. IST on 5-Jul-17
WORLD INDICES & INDIAN ADRs (US$)
COMMODITIES 4-Jul-17
Latest Points % Chg.
GOLD 1223.7 3.6 0.3
CRUDE OIL (WTI) 46.8 (0.2) (0.5)
CRUDE OIL (Brent) 49.4 (0.3) (0.5)
FII ACTIVITIES IN DERIVATIVES 4-Jul-17
FII Net Buy (Rs.
Crs)
Open
Interest
Ch. in Open
Int. (DOD)Index Futures 147.3 20295.5 (0.5)
Index Options 308.8 54282.9 3.1
Stock Futures 152.0 70087.9 (0.4)
Stock Options 101.0 3129.6 24.0
4-Jul-17
Closing % Chg.
Dollar Index 96.1 (0.09)
Rs. / $ 64.7 (0.21)
Rs. / EURO 73.4 (0.41)
Rs. / UK Sterling 83.7 (0.38)
EXCHANGE RATE
G.SEC. YIELD 4-Jul-17
Yield (%)
GS CG2025 8.2% 6.55
US 10 Year Gsec 2.32
KEY OVERNIGHT DEVELOPMENTS
US markets were closed on Tuesday for Independence Day. Asian bourses
were pressured in early Wednesday trade as geopolitical concerns came to
the fore a day after North Korea launched a long-range ballistic missile.
MUST KNOW….
Emami Paper Mills climbs on capacity expansion plan (Rs.125, +3%)
Yes Bank (#) gains, to consider stock split on Jul 26 (Rs.1485, 0%)
Tata Motors (#) Tiago crosses 1 lakh cumulative booking milestone (Rs.427,
0%)
Tata Power JV completes $420 mn hydro project in Georgia (Rs.81, 0%)
Shiva Cement rose on stake hike by JSW Cement to 53.5% (Rs.33, +20%)
Just Dial slips as chief financial officer Krishnamachari resigns (Rs.363,-5%)
Wockhardt gets USFDA nod for generic eye drops (Rs.598, -1%)
Alembic (##) gets tentative USFDA nod for erectile dysfunction drug
(Rs.511, 0%)
Power Mech (#) bags orders worth Rs.624 cr (Rs.598, +2%)
Sun Pharma (#) inks $55.5-mn deal for anti-psoriasis drug (Rs.552, 0%)
Zydus Cadila's (##) anti-diabetic drug gets USFDA marketing nod (Rs.515,-
2%)
Jindal Poly Films subsidiary acquires company in Netherlands (Rs.398,-1%)
Glenmark (#) gets UK's MHRA nod for OTC sale of anti-malarial drug
(Rs.539, 0%)
ICICI Bank (#) gains as Indostar Capital in talks to buy home finance biz
(Rs.289, 0%)
Indo Rama Synthetics soars as promoter in talks to buy Tatas' Haldia plant
(Rs.31, +2%)
Indian Bank revises interest rates in FCNR (B) deposits (Rs.282, -1%)
Post tepid listing, market debutant GTPL Hathway closes almost 1% higher
(Rs.171, +1%)
ICICI Pru Life (##) begins valuation of Sahara Life liabilities for takeover of
business (Rs.489, +3%)
NTPC bets $10 bn on coal power despite surplus (Rs.158,+1%)
Sun Pharma (#) enters into $55.5-mn deal with Samsung BioLogics (Rs.552,
0%)
GST impact: Ultratech cuts cement price by up to 3% (Rs.4018, +1%)
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Corporate Announcements & Financial Scoreboard Emami Paper Mills climbs on capacity expansion plan (Rs.125, +3%)
Share price of Emami Paper Mills advanced on the back of Odisha Government approval for proposed
expansion plan. The company has received in principle approval from Odisha Government for proposed
expansion plan for increasing capacity of multi-layer coated board manufacturing at Balgopalpur in Odisha
at an estimated cost of Rs.650 crore. The expansion plan is subject to necessary approvals from the board
of directors and other concerned. “On the back of sustained performance of its first packaging unit at
Balasore, which is touching almost 180000 TPA mark, the company is now planning to put in place a similar
plant of multi-layer coated board,” company said in press release. “The company is now conceptualizing
another big ticket expansion in the form of similar plant at Balasore with somewhat similar capacity, details
of which are being worked out,” it added.
Yes Bank (#) gains, to consider stock split on Jul 26 (Rs.1485, 0%)
Shares of Yes Bank gained as the company board will consider stock split. A meeting of the board of
directors of the company will be held on Jul 26, to consider the sub-division of its equity shares of face
value of Rs.10 each. The board will also consider unaudited financial results for the quarter ended Jun 30,
2017. The trading window for dealing in the securities of the bank will be closed for the directors,
designated employees and auditors of the bank including their immediate relatives till Jul 28, 2017 and
hence, they are not permitted to trade in the securities of the bank till Jul 28, 2017. A stock split is when a
company divides its existing shares into multiple shares to retain the value but increase the number of
shares thereby reducing price per share.
Tata Motors (#) Tiago crosses 1 lakh cumulative booking milestone (Rs.427, 0%)
Tata Motors said its hatchback Tiago has crossed the milestone of one lakh bookings in the domestic
market. Launched in Apr 2016, Tiago was the first car to embody the company's impact design philosophy.
"Tiago boasts our new IMPACT design philosophy and has been a game changer for Tata Motors," the
company's President, Passenger Vehicles Business Unit, Mayank Pareek, said in a statement. With its
design, performance and drive dynamics, Tiago led the company's transformation journey, setting a
benchmark in the hatchback segment, he added. "We have witnessed a healthy month-on-month growth
on the back of a strong demand. The car is making all the right noises in India. We are extremely happy with
the response received so far and are confident of achieving more milestones in the months to come,"
Pareek said. Tata Motors has already sold 65,000 units of the car in the domestic market.
Tata Power JV completes $420 mn hydro project in Georgia (Rs.81, 0%)
Tata Power said it has completed construction of a 187 megawatt hydro project in Georgia at a cost of over
USD 420 mn. The Shuakhevi hydroelectric project is the largest hydro- power plant to be built in Georgia in
past five decades. Through Adjaristsqali Georgia LLC (AGL), Tata Power's joint venture with Norway's Clean
Energy Invest AS and IFC InfraVentures (IFC), a member of the World Bank Group, completed construction
of the 187 MW Shuakhevi Hydro Power Project (HPP) at a ceremony in Georgia. "The construction of the
plant started in the fall of 2013. As a part of this project, one weir and two dams with their respective
reservoirs and connecting tunnels have been constructed to divert water for power generation," the
company said in a statement. The water conductor system consists of three tunnels with cumulative length
of 33.48 km. The Shuakhevi HPP is the first hydropower project in Georgia to have been certified by the UN
Framework Convention on Climate Change to reduce carbon emissions. It will generate about 470 GWh of
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clean energy while lowering greenhouse gases emissions by more than 200,000 tons per year. "The power
generated by the project will be exclusively sold within Georgia throughout the winter which is a period of
energy deficit," it said. The completion ceremony was presided by Prime Minister of Georgia, Giorgi
Kvirikashvili, and the Vice Prime Minister and Energy Minister Kakha Kaladze, the statement said. Prashant
Joshi, CEO of Adjaristsqali Georgia LLC, said "The Shuakhevi HPP will contribute significantly to energy
independence of Georgia.
Shiva Cement rose on stake hike by JSW Cement to 53.5% (Rs.33, +20%)
Shares of Shiva Cement spurted as JSW Cement has increased its stake in the company. On Jul 3, JSW
Cement bought 18,91,533 shares of Shiva Cement at Rs.23.86 on the BSE. In the last four trading sessions,
JSW Cement acquired 61,34,697 equity shares (representing 4.12% of paid-up equity) of the company. As
on Mar 2017, JSW Cement was holding 49.40% stake in the company, which has now increased to 53.50%.
JSW Cement had bought 35.62% promoter shareholding in Shiva Cement in Jan, followed by open offer for
32% equity. The share price has increased by nearly 450% in the last one year.
Just Dial slips as chief financial officer Krishnamachari resigns (Rs.363,-5%)
Just Dial share price fell after submission of resignation by company’s chief financial officer. Ramkumar
Krishnamachari, chief financial officer and key managerial personnel of the company has submitted his
resignation on Mon from his post. "The company has accepted his resignation and decided to relieve
Ramkumar Krishnamachari from his duties with effect from Sept 30, 2017," the local search engine said in
its filing. Meanwhile, the company's financial performance was bad in the quarter ended Mar 2017 as well
as in FY17. Profit during the quarter fell 37% to Rs.25.35 crore and revenue declined 2% to Rs.194.34 crore
compared with same quarter last year. In the financial year 2016-17, profit dropped 15% to Rs.121.34 crore,
though revenue increased 7.7% to Rs.805.67 crore compared with previous year.
Wockhardt gets USFDA nod for generic eye drops (Rs.598, -1%)
Drug firm Wockhardt has received approval from the US health regulator for generic Olopatadine HCl eye
drops used for the treatment of opthalmic allergies. The company has received final approval from the
United States Food and Drug Administration (USFDA) for Olopatadine HCl 0.1% opthalmic solution,
Wockhardt said in a BSE filing. The product is a generic version of Patanol, which is marketed in the US by
Alcon, a subsidiary of pharma major Novartis, it added. The product will be manufactured at a USFDA
approved contract manufacturing organisation based in Montreal, Canada, Wockhardt said.
Alembic (##) gets tentative USFDA nod for erectile dysfunction drug (Rs.511, 0%)
Alembic Pharmaceuticals has received tentative approval from the US health regulator for vardenafil
hydrochloride tablets used for treatment of erectile dysfunction. "The company has received tentative
approval from the United States Food and Drug Administration (USFDA) for its ANDA for vardenafil
hydrochloride orally disintegrating tablets," Alembic Pharmaceuticals said in a BSE filing. The approved
Abbreviated New Drug Application (ANDA) is therapeutically equivalent to Bayer Healthcare's Staxyn orally
disintegrating tablets. "Alembic is currently in litigation with Bayer in District Court of Delaware and the
launch of this product will depend on the outcome of litigation," it added. According to IMS Dec 2016 data,
vardenafil hydrochloride tablets had an estimated market size of USD 9.5 mn. The company now has a total
of 59 ANDA approvals from the USFDA.
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Power Mech (#) bags orders worth Rs.624 cr (Rs.598, +2%)
Power Mech Projects said two of its subsidiaries have bagged international orders worth Rs.624 crore. "GTA
Power Mech Nigeria Ltd, 50% JV of Power Mech Projects Ltd has received an order for composite work for
Dangote Oil Refining Company Ltd, Lagos, Nigeria for a total contract price of USD 76 mn (approximately
Rs.491 crore)," Power Mech Projects said in a BSE filing. It further said: "Mas Power Mech Arabia LLC, 51%
subsidiary of Power Mech Projects Ltd has received an order for installation works..from Kingdom of
Bahrain for a total contract price of USD 20.61 mn (approximately Rs.133 crore).
Sun Pharma (#) inks $55.5-mn deal for anti-psoriasis drug (Rs.552, 0%)
Sun Pharma and Samsung BioLogics announced a strategic long-term manufacturing agreement for
Tildrakizumab used for treatment of psoriasis. "The agreement was entered into by Sun Pharma's wholly-
owned subsidiary and Samsung BioLogics...Sun Pharma has appointed Samsung BioLogics to manufacture
Tildrakizumab, an investigational IL-23p19 inhibitor being evaluated for the treatment of moderate to
severe plaque psoriasis," the company said in a BSE filing. Sun Pharma said the approximate value of the
contract will be USD 55.5 mn, other financial details of the agreement are confidential. It further said:
"Filings for this novel investigational biologic has been accepted for review by the US Food and Drug
Administration (FDA) (May 2017) and the European Medicines Agency (EMA) (Mar 2017)". The agreement
was signed at Samsung BioLogics' headquarter in Incheon, South Korea.
Zydus Cadila's (##) anti-diabetic drug gets USFDA marketing nod (Rs.515,-2%)
Drug firm Zydus Cadila said it has received tentative approval from the US health regulator to market anti-
diabetic sitagliptin and metformin hydrochloride in the US market. The company has received tentative
approval from the United States Food and Drug Administration (USFDA) to market sitagliptin and
metformin hydrochloride in the strength of 50mg/500 mg and 50mg/1000 mg, Cadila Healthcare said in a
BSE filing. The approved drug is a fixed dose combination of two anti-diabetic drugs indicated for type II
diabetes and will be produced at the group's formulation manufacturing facility at the pharma SEZ in
Ahmedabad, it added. The group now has nearly 120 approvals from the USFDA and so far filed 300
abbreviated new drug applications (ANDAs), Cadila Healthcare said.
Jindal Poly Films subsidiary acquires company in Netherlands (Rs.398,-1%)
Jindal Poly Films subsidiary acquired a company in Netherlands. "The board of directors of JPF Netherlands
BV, subsidiary of the company, has approved the acquisition of Apeldoorn Flexible Packaging Holding BV,
Netherlands subject to regulatory approvals," the polyester and polypropylene films manufacturer said in
its filing. JPF acquired AFP at an enterprise value of euro 82.3 mn (Rs.598 crore). "The acquisition results in
access to a new product segment for the company and strengthens relationship with brand owners in food,
beverage and FMCG segments," Jindal Poly said. The acquisition, which is expected to close by September-
end, will require Works Council advice of AFP and anti-trust approvals in the Netherlands and Germany.
Incorporated in 2014, Apeldoorn Flexible Packaging is a leading manufacturer of load security films, bread
and cheese packaging films in Europe. It posted a revenue of euro 111 mn (Rs.810 crore) in 2016.
Glenmark (#) gets UK's MHRA nod for OTC sale of anti-malarial drug (Rs.539, 0%)
Glenmark Pharma said the UK drug regulator MHRA has granted final approval to Glenmark
Pharmaceuticals Europe for anti-malarial medication 'Maloff Protect' as a pharmacy license in the United
Kingdom. Under this approval, patients will be able to purchase Maloff Protect over the counter, without a
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prescription. "Glenmark Pharmaceuticals Europe has been granted final approval by the MHRA (Medicines
and Healthcare products Regulatory Agency) for Maloff Protect, anti-malarial medication, as a pharmacy
license in the United Kingdom," Glenmark said in a BSE filing. It further said: "Maloff Protect contains
atovaquone and proguanil hydrochloride, and has been available only as a prescription medicine in the UK".
Maloff Protect will be used in the prevention of malaria in adults travelling to areas where malaria is
prevalent. Glenmark Pharmaceuticals Executive Vice President and Business Head Europe Achin Gupta said:
"This is our first major OTC (over the counter) launch in the UK...The launch also marks our entry into the
OTC segment primarily through the pharmacy chains. We will continue exploring this route to grow the
business". Glenmark's current portfolio consists of over 100 SKUs (stock keeping units) authorised for
distribution in the UK, both in-licensed as well as Glenmark's own products. The company added that in
addition to this approval, Glenmark UK continues to identify and explore both internal as well as external
development partnerships to supplement and accelerate the growth of its existing opportunities and future
portfolio.
ICICI Bank (#) gains as Indostar Capital in talks to buy home finance biz (Rs.289, 0%)
ICICI Bank share price rose after a media report indicated that PE firm funded non-banking finance company
is in talks to acquire bank's home finance business. "Indostar Capital Finance is negotiating to acquire as
much as a 70% stake in ICICI Home Finance, the mortgage lending unit of ICICI Bank which has had other
suitors as well in the past," The Economic Times said quoting people familiar with the matter. The non-
banking finance company funded by private equity firm Everstone Capital has offered to pay Rs.2,000 crore
for the stake, the report added. At that price, ICICI Home Finance's value will be nearly Rs.3,000 crore.
Indo Rama Synthetics soars as promoter in talks to buy Tatas' Haldia plant (Rs.31, +2%)
Indo Rama Synthetics share price added as the founder & promoter is in talks to buy Haldia plant from
Tatas. "The Tatas are in advanced negotiations with Indian-born Indonesian bnaire Sri Prakash Lohia of
Indorama Corporation to sell the Haldia unit, West Bengal on a slump sale basis for Rs.600-800 crore," The
Economic Times said quoting multiple officials aware of the development. Tata Chemicals is set to exit
fertiliser business, which is a part of an ongoing mega restructuring that would strengthen the company's
focus on consumer and inorganic chemicals and deleverage its balance sheet, the report added. The Indo
Rama Group has focussed business activities in the field of textiles, polyesters and industrial chemicals.
Indian Bank revises interest rates in FCNR (B) deposits (Rs.282, -1%)
Public sector Indian Bank has revised its interest rates on foreign currency non-resident banking deposits,
with immediate effect. "Revised interest rates have been fixed at 2.43% for deposits of one year and above,
but less than two years from the existing 2.36%," the city-headquartered bank said in a statement. Interest
rates were revised to 2.59% for deposits of two years and above but less than three years from the existing
2.50%. For deposits of three years and above, but less than four years, interest rates were revised to 2.76%
from existing 2.70%. For deposits of four years and above, but less than five years, the interest rates were
revised to 2.86% from current 2.82%. Interest rates were fixed at 2.96% for deposits of upto five years only
from existing 2.89%, it added. Meanwhile, in another statement, the bank said, it has been authorised by
the Central Board of Excise and Customs to collect the Goods and Services Tax through all its branches.
"Indian Bank is one among the 25 banks authorised by GST Council for collection of GST.. The Bank is
integrated with GSTN for Tax collections through net banking and over the counter transactions," it said.
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Post tepid listing, market debutant GTPL Hathway closes almost 1% higher (Rs.171, +1%)
After seeing a tepid listing when it made a debut on the market on Tuesday, GTPL Hathway closed on a
positive note, posting gains of almost a percent. The stock ended the day at Rs.171.65, up Rs.1.65, or 0.97%
on the BSE. The stock had a tepid listing as it opened with a loss of more than 1% against issue price of
Rs.170 on the National Stock Exchange. Shares of the company touched an intraday high of Rs.174.50 and
an intraday low of Rs.162.25. Cable TV and broadband services provider's initial public offering, which was
opened for subscription during Jun 21-23, was oversubscribed 1.53 times. GTPL Hathway raised nearly
Rs.485 crore through the public issue that consisted of a fresh issue of Rs.240 crore and offer for sale of up
to 1.44 crore shares. The money raised through fresh issue will be utilised towards repayment of loan and
other general corporate purposes while offer for sale money will go to selling shareholders. Incorporated in
Aug 2006, GTPL Hathway provides cable television and broadband services in Gujarat, West Bengal,
Maharashtra, Bihar, Assam, Jharkhand, Madhya Pradesh, Telengana, Rajasthan and Andhra Pradesh, as of
January 2017. It provides cable television signals to subscribers either directly or through affiliated local
cable operators (14,606 as of Jan 2017). It has completed roll-out of set top boxes in Phase I, Phase II and
Phase III areas and is working towards completing the roll-out of set top boxes in Phase IV areas.
ICICI Pru Life (##) begins valuation of Sahara Life liabilities for takeover of business (Rs.489, +3%)
Private life insurance company ICICI Prudential Life Insurance has begun valuation of liabilities of Sahara Life
Insurance. Insurance Regulatory and Development Authority of India (IRDAI) had, in Jun, appointed an
administrator to look into the business of the insurer and later had instructed them to not write any new
business. A senior IRDAI official told media that based on certain criteria about six insurers were
approached to assess their interest in buying policyholder liabilities. Of them ICICI Prudential Life Insurance
gave a favourable consent. A mail sent to ICICI Prudential Life Insurance remained unanswered. Officials at
Sahara Life could not be reached. Sahara Group has been reeling under financial troubles ever since its chief
Subrata Roy was arrested in 2014 in a case of non-refund of almost Rs.20,000 crore to investors. Sahara
mutual fund's licence was cancelled by Securities and Exchange Board of India in 2015. IRDAI had sent a
formal letter to the insurer on this issue. On Monday, ICICI Prudential Life has begun the process of valuing
the policyholder liabilities of Sahara Life. They have been given three weeks time to assess it. “Once they
submit the report, IRDAI will revalidate it and if it is found okay, the policyholder liabilities and assets will be
transferred to ICICI Prudential Life,” the official added. However, Sahara Life has the option to approach the
Securities Appellate Tribunal (SAT) and challenge the decision of the insurance regulator. Further, they can
also approach the Lucknow High Court (their headquarters are in Lucknow) or the government to seek a
resolution. In June, IRDAI said that the insurer has been acting in a manner likely to be prejudicial to the
interests of holders of life insurance policies. It had also said that all the policies issued by Sahara Life will
now be managed by an administrator. Proposals for insurance pending with the insurer would be processed
as per the terms & conditions of proposal and a decision on the same would be communicated not later
than 15 days from the date of receipt of the proposal. As per their public disclosures, the insurer posted
losses of Rs.4.57 crore for the third quarter ended Dec 31, 2016 as compared to a profit of Rs.3.05 crore
posted in third quarter of previous fiscal. The insurer had earlier been issued warnings of non-compliance
with respect to rural and social obligations which they had not fulfilled. The insurer had collected new
business premiums of Rs.44.68 crore for FY17, a rise of 3% over previous fiscal. However, they saw an
almost 18% drop in the number of policies, as per data from the Life Insurance Council. Under the current
scheme, only policyholder assets and liabilities will be transferred to ICICI PruLife. The rest including
employee liabilities, shareholder reserves, gratuity, share capital and other assets will remain with
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company. IRDAI officials said that they can sell this off and pay third-party liabilities including employees’
liability, while the rest will go back to the promoters/shareholders. As per the Insurance Act, 1938, an
insurance company cannot be wound up voluntarily except for the purpose of effecting an amalgamation or
a re-construction of the company, or on the ground that by reason of its liabilities it cannot continue its
business.
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Information Of Bulk Deals – 4th July 2017 On BSE
Scrip Name Name Of Client BUY (B) / SELL (S)
Quantity Shares
Trade Price/ W Avg. Price
Kemistar Anjana Ketankumar Patel B 31,400 17.2
Kemistar Dilipkumar Popatlal Kanani S 22,300 17.2
Kemistar Induben Maheshkumar Kanani S 16,200 17.2
Kemistar Maheshkumar Popatlal Kanani S 15,200 17.2
Kemistar Palkan Dilipbhai Kanani S 20,400 17.2
Kemistar Parshottambhai Mohanlal Patel B 42,700 17.2
Meera Guiness Securities Limited S 114,000 39.96
Meera Prasad Parsekar B 24,000 39
Meera Utsav Pramodkumar Shrivastav B 51,000 39
Mnil Faithful Vanijya Private Limited B 19,100 96.88
Octaware Overskud Multi Asset Management Private Ltd. S 140,800 91.94
Octaware Sajankumar Rameshwarlal Bajaj B 140,800 92
Prempipes Arun Kumar Jain B 22,790 2.47
Prempipes Arun Kumar Shrivastava S 22,780 2.47
Relstruct Lopa Saumil Bhavnagari S 81,000 47.9
Relstruct Saumil Arvindbhai Bhavnagari B 111,000 47.86
Relstruct Vishwamurte Trad Invest Pe Ltd B 291,000 50.96
Riddhicorp J G Securities Pvt Ltd B 30,000 133
Sflinter Deepak Parsharam Salvi S 80,000 19.44
Sflinter Huzefa Abbas Rajkotwala B 25,000 19.45
Tirin D P Vora Securities Private Limited S 50,000 19.4
Titaanium Mineshkumar Surendralal Shah S 40,000 12.21
Womensnext Sushila Sultania B 14,000 61.85
Information Of Bulk Deals – 4th July 2017 On NSE
Scrip name Name of Client BUY (B) / SELL (S)
Quantity Shares
Trade Price/ W Avg. Price
Aditya Birla Money Ltd Sucharithra Reddy S 322220 80.38
Agri-Tech (India) Limited Shah Nikunj Navinbhai S 35800 58.35
Excel Realty N Infra Ltd Jhaveri Trading And Investment Pvt. Ltd. S 226851 61.6
Vadivarhe Spclty Chem Garnet International Ltd B 69000 106.22
Vijay Shanthi Builders Li Pramila Jain S 200000 21.53
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Disclosures Under SEBI (Prohibition Of Insider Trading) Regulations, 2015
Company Name Name of Acquirer / Seller Securities Held pre Transaction
Securities Acquired / Disposed Number Value Transaction Type
Securities held post Transaction
Period
Bajaj Electricals Ltd.-$ Krishna Raman 10493 (0.01) -10,493 3472343.56 Disposal 0 (0.00) 29/06/2017
Bajaj Electricals Ltd.-$ Krishna Raman 15000 (0.01) -155 51075.60 Disposal 10493 (0.01) 28/06/2017
Bajaj Electricals Ltd.-$ Krishna Raman 15000 (0.01) -4,352 1434506.24 Disposal 10493 (0.01) 28/06/2017
Bajaj Electricals Ltd.-$ Chaitanya Shridhar Date 1000 (0.00) -1,164 383526.36 Disposal 2336 (0.00) 29/06/2017
Chambal Fertilisers & Chemicals Vishwadeep Jain 1000 (-) 1,000 121000 Disposal (-) 29/06/2017
Chambal Fertilisers & Chemicals Dinesh Chand Golechha 3000 (-) 1,000 126000 Disposal 2000 (-) 08/06/2017
Chambal Fertilisers & Chemicals Dinesh Chand Golechha 2000 (-) 1,000 129000 Disposal 1000 (-) 13/06/2017
Arvind Ltd. K. Rajaram 30000 (0.01) 30,000 10841167.42 Disposal 0 (0.00) 03/07/2017
Hdfc Bank Ltd Amit Kumar Saraff 6327 (-) 2,000 3308000 Disposal 4327 (-) 30/06/2017
Hdfc Bank Ltd Chakrapani Venkatachari 400046 (0.02) 18,000 30341867 Disposal 382046 (0.01) 30/06/2017
Hdfc Bank Ltd Harmandeep Singh 19100 (-) 4,000 6640000 Disposal 15100 (-) 03/07/2017
Hdfc Bank Ltd Faisal Sara 2155 (-) 1,400 2352000 Disposal 755 (-) 30/06/2017
Hdfc Bank Ltd R Jayakrishna Menon 42007 (-) 3,520 5913600 Disposal 38487 (-) 30/06/2017
Hdfc Bank Ltd Harish Gupta 1000 (-) 1,000 1680000 Disposal (-) 30/06/2017
Hdfc Bank Ltd Digbijoy Sen 500 (-) 500 840000 Disposal (-) 30/06/2017
Hdfc Bank Ltd Bardan Sharma 3500 (-) 3,500 5857400 Disposal (-) 30/06/2017
Hdfc Bank Ltd Harish Salian 750 (-) 750 1260000 Disposal (-) 30/06/2017
Hdfc Bank Ltd Santhosh Manchangada 81209 (-) 42,209 70911120 Disposal 39000 (-) 30/06/2017
Hdfc Bank Ltd Phiroz Kherawalla 43784 (-) 500 840000 Disposal 43284 (-) 30/06/2017
Hdfc Bank Ltd Madhava Das Parath 18650 (-) 1,500 2520000 Disposal 17150 (-) 30/06/2017
Hdfc Bank Ltd Prabhakar Mahadeo 13495 (-) 10,000 16590000 Disposal 3495 (-) 03/07/2017
Hdfc Bank Ltd R Venugopalan 24900 (-) 500 840000 Disposal 24400 (-) 30/06/2017
Hdfc Bank Ltd Gourab Roy 9000 (-) 4,500 7425000 Disposal 4500 (-) 30/06/2017
Vijay Shanthi Builders Ltd. Pramila Jain 879810 (3.35) 46,260 884765 Disposal 833550 (3.18) 30/06/2017
Seamec Ltd. Hal Offshore Ltd 18527475 (72.87) 8,40,000 132122043 Disposal 17687475 (72.84) 30/06/2017
Khandwala Securities Ltd. Piggero Investments Pvt Ltd 179071 (1.50) 100 1355.00 Acquisition 179171 (1.50) 30/06/2017
Suprajit Engineering Ltd.-$ Jayarama Shetty 376500 (0.28) 1,000 Disposal (0.28) 12/05/2017
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Punj Lloyd Ltd. Hardik Hundia 80281 (0.02) 2,400 46080 Disposal 77881 (0.02) 29/06/2017
Punj Lloyd Ltd. Hardik Hundia 77881 (0.02) 7,500 345250 Disposal 70381 (0.02) 30/06/2017
Meghmani Organics Ltd. Kiran M Patel 740180 (0.29) 30,000 1475479 Disposal 710180 (0.28) 30/06/2017
Asian Granito India Ltd. Dipakbhai D Patel 514615 (1.71) 15,000 6750000 Disposal 499615 (1.66) 03/07/2017
A2z Infra Engineering Limited Babita Shivswaroop Gupta 378155 (0.26) 3,78,155 15844695 Disposal (-) 30/06/2017
Future Market Networks Ltd. Pil Industries Ltd 808380 (1.44) 31,355 2196484.90 Acquisition 839735 (1.49) 30/06/2017
Surana Solar Limited Namrata Surana 729490 (1.48) 6,178 134186 Disposal 723312 (1.47) 30/06/2017
Surana Solar Limited Narender Surana (Revised) 3389563 (6.88) 1,09,203 2174362 Disposal 3280360 (6.66) 27/06/2017
Futuristic Solutions Ltd. Moral Holdings Ltd 2561056 (24.45) 4,195 212939.77 Acquisition 2565251 (24.49) 04/07/2017
Womens Next Loungeries Ltd Bhavesh T Bhanushali 1143497 (45.74) 20,000 1212900 Disposal 1112497 (44.93) 04/07/2017
Khemani Distributors & Mkt Ltd Vijaykumar Khemani 6909000 (60.15) 20,00,400 226045200 Disposal 4908600 (42.73) 30/06/2017
Larsen & Toubro Infotech Ltd Satish K Dongre 53311 (0.03) 5,000 3931282 Disposal 48311 (0.03) 29/06/2017
K.C.P.Ltd. V R K Grandsons Investments P Ltd 5806433 (4.50) 93,000 95483100 Disposal 5713433 (-) 27/06/2017
K.C.P.Ltd. V R K Grandsons Investments P Ltd (-) 15,000 1533450 Disposal 5698433 (4.42) 27/06/2017
11
Rating Scale This is a guide to the rating system used by our Institutional Research Team. Our rating system comprises of six rating categories, with a corresponding risk rating.
Risk Rating Risk Description Predictability of Earnings / Dividends; Price Volatility
Low Risk High predictability/ Low volatility
Medium Risk Moderate predictability / volatility
High Risk Low predictability/ High volatility
Total Expected Return Matrix Rating Low Risk Medium Risk High Risk
Buy Over 15 % Over 20% Over 25%
Accumulate 10 % to 15 % 15% to 20% 20% to 25%
Hold 0% to 10 % 0% to 15% 0% to 20%
Sell Negative Returns Negative Returns Negative Returns
Neutral Not Applicable Not Applicable Not Applicable
Not Rated Not Applicable Not Applicable Not Applicable
Please Note
stocks; we have enhanced our return criteria for such stocks by five %age points.
“Desk Research Call” is based on the publicly available information on the companies we find interesting and are quoting at attractive valuations. While we do not claim that we have compiled information based on our meeting with the management, we have taken enough care to ensure that the content of the report is reliable. Although we have christened the report as “Desk Research Calls” (DRC), we intend to release regular updates on the company as is done in our other rated calls.
For any information or suggestion, please contact the below mentioned…
Nishita Shah ([email protected])
Sushil Financial Services Private Limited Member BSE: SEBI Regn.No. INB/F010982338 | Member NSE: SEBI Regn.No.INB/F230607435.
Office: 12, Homji Street, Fort, Mumbai 400 001. Phone +91 22 4093 6000 Fax +91 22 2266 5758
“Research Analyst – SEBI Registration No. INH000000867”
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