Full tgt achieved in Crude 5700 , buy call given 5580-5585
kindly exit
kindly exit
Tuesday, 25 June 2013
Mahindra Satyam to announce merger
he Mahindra Satyam is likely to meet today to finalise details of its merger with parent Tech Mahindra
. We learns from sources that both the companies have begun
restructuring post the Andhra Pradesh High Court (HC) approval for the
merger. The management plans to overhaul the business for the merged
entity.
Sources say Anand Mahindra is likely to be named chairman of the merged entity. Vineet Nayyar is likely to be vice chairman, while CP Gurnani is expected to take over post of CEO. However, a decision on CFO is still pending with sources naming Vasant Krishnan as the front-runner. He is currently the CFO of Mahindra Satyam .
Also, the brand names for the merged entity will be finalised soon. Sources say the company may do away with "Satyam" brand name altogether. It is currently looking at four options with "Mahindra" as anchor brand for the merged entity.
The company is likely to be restructured into verticals and geography with its own head. The company's focus will be on key verticals like BFSI, telecom, manufacturing, health and pharma. Sources say the company may merge retail, media and entertainment business into one, but verticals like big data, new media and digital may remain separate.
The company may also hire up to 2,000 additional employees for merged entity.
Sources say the company may announce the merger details later in the day.
Sources say Anand Mahindra is likely to be named chairman of the merged entity. Vineet Nayyar is likely to be vice chairman, while CP Gurnani is expected to take over post of CEO. However, a decision on CFO is still pending with sources naming Vasant Krishnan as the front-runner. He is currently the CFO of Mahindra Satyam .
Also, the brand names for the merged entity will be finalised soon. Sources say the company may do away with "Satyam" brand name altogether. It is currently looking at four options with "Mahindra" as anchor brand for the merged entity.
The company is likely to be restructured into verticals and geography with its own head. The company's focus will be on key verticals like BFSI, telecom, manufacturing, health and pharma. Sources say the company may merge retail, media and entertainment business into one, but verticals like big data, new media and digital may remain separate.
The company may also hire up to 2,000 additional employees for merged entity.
Sources say the company may announce the merger details later in the day.
Monday, 24 June 2013
Thursday, 20 June 2013
These 15 companies will feel the pain of a sinking rupee
Bharti's exposure to rupee depreciation
is mainly led by the unhedged USD 8.7 bn loan it took for its Africa
asset acquisition. Although rupee depreciation boosts the Africa
subsidiary's USD revenue and EBITDA, it also boosts its net loss.
The rupee Thursday hit a record low of 59.9 to the dollar, sending the stock and bond markets into a tizzy. The companies that will feel the pain of a falling rupee will be those which import a significant portion of their raw materials and those which have borrowed heavily in foreign currencies.
Brokerage house Goldman Sachs lists 15 such companies, which will hurt from the depreciating rupee.
Ambuja Cements
Negative P&L impact on higher costs of imported coal. Company imports around 40 percent of its coal requirement
ACC
Negative P&L impact on higher costs of imported coal. Company imports around 20 percent of its coal requirement
Bosch India
Negative impact as Bosch is net importer of foreign currency.
Exide Industries
Negative impact from imported raw materials primarily lead and certain other capital goods items offset slightly by export revenues.
Grasim Industries
Negative P&L impact on higher costs of imported coal. Company imports around 20 percent of its coal requirement for cement subsidiary. Company hedges entire foreign currency borrowing exposure
India Cements
Negative P&L impact on higher costs of imported coal, company imports around 65 percent of its coal requirement. Marked-to-market loss on foreign debt of USD 60mn.
Ashok Leyland
Marginally negative, marked-to-market of foreign debt impact is offset by lower LME & limited export revenues
Bharti Airtel
Bharti's exposure to rupee depreciation is mainly led by the unhedged USD 8.7 bn loan it took for its Africa asset acquisition. Although rupee depreciation boosts the Africa subsidiary's USD revenue and EBITDA, it also boosts its net loss. In addition, forex impact on the P&L is on 1) interest payments on loans and 2) equipment payables.
Idea Cellular
We consider Idea to be relatively better positioned despite having FY13 net debt/EBITDA of 2.0 times, as around 60 percent of its debt is in foreign currency and half of it is hedged.
Reliance Communications
As of 4QFY13, 69 percent of RCom's debt is in foreign currency and we believe most of it is unhedged. On the P&L, RCom would positively benefit on revenues, as Globalcom revenues are USD denominated, and 2) there would be a negative impact on interest and principal payments.
MRF
Negative impact from imported raw materials primarily Natural Rubber along with MTM. loss on foreign debt offset modestly by export revenues.
Maruti Suzuki
Negative impact from Yen exposure through direct/indirect exports and royalty payments to parent Suzuki partly offset by export revenues which are mainly in USD. For FY14 MSIL has hedged 30 percent of YEN/USD leg and is completely unhedged on RUPEE/USD leg.
Shree Cement
Negative P&L impact on higher costs of imported coal. Company imports 100 percent of its coal requirement
Ultratech Cement
Negative P&L impact on higher costs of imported coal. Company imports around 20 percent of its coal requirement. Company hedges entire foreign currency borrowing
Saturday, 15 June 2013
Will RBI credit policy reduce CRR by 25 bps?
The Reserve Bank of India (RBI) is
unlikely to reduce the policy (repo) rate in its mid quarter monetary
policy to be announced on June 17. The depreciating rupee would be the
key trigger behind such action. The fear of imported inflation may
resist the central bank from taking any dovish stance.
RBI) is unlikely to reduce the policy (repo)
rate in its mid quarter monetary policy to be announced on June 17. The
depreciating rupee would be the key trigger behind such action. The fear
of imported inflation may resist the central bank from taking any
dovish stance. Repo is the rate at which banks borrow from the RBI though a daily window, called Liquidity Adjustment Facility (LAF) in banking parlance. Repo stands at 7.25 percent.
RBI to pause...
"In view of depreciating rupee, it is most likely that RBI will not cut the policy rate in the June mid quarter policy," Ashok Gautam, Sr VP & head, global market & treasury at Axis Bank .
"A falling rupee brings in imported inflation along with it. However, RBI is expected to slash the policy rate by 50 75 basis points in 2013-14. Any improvement in current account deficit and the rate of inflation will be key trigger for the central bank to reduce rate. This is going to take some time. Also, we will have to see if the steps taken to curtail gold import have the desired effect," he said.
Since the beginning of 2013, RBI has slashed repo rate by 75 and cut cash reserve ratio (CRR) by 25 bps. CRR is the portion of total deposits that banks are mandated to keep with the RBI. Currently, it stands at 4 percent.
Rupee - inflation dynamics
The Indian rupee had tumbled 7 percent against the greenback in May while it hit all record high at 58.98/USD on June 11. RBI had to intervene to halt rupee's slide. However, other Asian currencies too fell on the US dollar strengthening.
When the rupee sinks, it hurts imports whose import bill shoots up. Back home, they finally pass on the cost to their consumers. Hence, it fuels inflationary pressure.
In April, the wholesale price index (WPI) inflation dropped to a three-year low of 4.89 percent. However, retail or consumer price index (CPI) inflation stood at 9.30 percent in May as against 9.39 percent in April.
Weighing current account deficit on RBI policy
"The central bank is likely to be back with its juggling act," Radhika Rao, Economist, Group Research at DBS Singapore said in an email reply.
"Just as the WPI inflation is decelerating, the CPI inflation holds above 9 percent and renewed rupee depreciation pressures threaten to complicate the inflation-current account dynamics. Policymakers are also cognizant that the anticipated improvement in current account deficit (CAD) is largely driven by external drivers and weak investment appetite, both of which are not desirable."
DBS expects 100 bps cuts in the policy rate this year, of which 75 bps have already been delivered. The remaining 25 bps may take effect before September as and when the inflation and current account trajectory evolve.
Must read: RBI plans to revive stressed loan market for banks, ARCs
Gold and CAD
"Substantial gold imports would weigh upon the current account deficit in Q1FY14, the financing of which is a concern in light of the bouts of FII outflows in the ongoing quarter. Accordingly, we expect the RBI to refrain from further easing in the June policy review, despite the weakness in industrial growth," said Naresh Takkar, MD & CEO at ICRA, a rating agency.
Last week the government had increased import duty on gold to 8 percent, the second such hike within two quarters. The monthly gold imports stood at around 150 ton on an average between April and May this year as against 70 ton recorded in 2012-13. However, the government recently hinted at falling gold imports in the first fortnight of June.
India's CAD hit an all-time high of 6.7 percent of GDP in October-December. CAD is generally defined as imports in excess of exports. RBI governor hinted that it would be close to 5 percent in January March quarter.
Policy transmission
Meanwhile, banks have not decreased rates in line with the policy rate cuts. Banks, according to experts, are likely to transmit policy actions with 3-6 months lag. Recently, the finance minister, P Chidambaram urged lenders to cut rates citing that since 2012 the RBI cut repo rate by 125 basis points but commercial banks have reduced their (base) rates only by 30 bps.
According to Gautam, the liquidity situation needs to improve which will be reflected when the operative policy rate starts to shift from repo to reverse repo. When liquidity eases, lenders will have enough room to cut rates.
A shift from repo to reverse repo means a surplus balance in LAF. This suggests, banks are parking their excess funds with the reverse repo window and comfortable with the liquidity situation.
CRR cut expectation
However, a 25 bps cut in CRR cannot be ruled out. According to Bank of America Merrill Lynch (BofA-ML) note, this move is likely to balance growth and rupee concerns.
"We continue to expect the RBI's CRR cuts/OMOs to push up deposit growth to 14-15 percent levels from the current 13 percent. High lending rates have expectedly pulled down loan demand to 14% levels already," BofA-ML said.
Friday, 14 June 2013
India's wholesale price index numbers
(WPI) for the month of May are likely to be around 4.8 percent,
according to a CNBC-TV18 poll. This data (expectation) is very close to
April’s WPI, recorded at 4.89.
CNBC-TV18’s Latha Venkatesh reports that the data will be on similar lines due to the reduced effect of the base. Until the month of April, the base was very high. So, it was easy to show big falls.
The food prices will rise even seasonally in May. The consumer price index (CPI) numbers indicated a sharp jump in month-on-month food prices. These should reflect in the WPI too. Cereals recorded a 16.29 percent rise in May. So, the food index may go up too.
Fuel index has been going up with the administered price of diesel rising. The hike in diesel prices by 50 paise will have to be worked in but that will be compensated by a fall in petrol and aviation turbine fuel (ATF) prices.
The manufacture product index or the core index would be to watch out for. It has been falling very sharply since December. Analysts expect this number to go down even more than the previous moth.
The core index for the April inflation was at 2.9 percent. This time it may range between 2.3-2.6 percent. This will have a downward pressure on the inflation number.
The data’s impact on the market could be limited. The Reserve Bank of India (RBI) has been focused on the rupee decline. Other central banks like Indonesia and Turkey have tightened their monetary policies.
It is difficult to expect the RBI to move under such circumstances. The Governor indicated in the previous policy that there was little room for monetary action. With the added pressure on the rupee, he will pass this one.
There could be some kneejerk reactions in the market if the number is way out of expectations. But largely it won't move markets much.
CNBC-TV18’s Latha Venkatesh reports that the data will be on similar lines due to the reduced effect of the base. Until the month of April, the base was very high. So, it was easy to show big falls.
The food prices will rise even seasonally in May. The consumer price index (CPI) numbers indicated a sharp jump in month-on-month food prices. These should reflect in the WPI too. Cereals recorded a 16.29 percent rise in May. So, the food index may go up too.
Fuel index has been going up with the administered price of diesel rising. The hike in diesel prices by 50 paise will have to be worked in but that will be compensated by a fall in petrol and aviation turbine fuel (ATF) prices.
The manufacture product index or the core index would be to watch out for. It has been falling very sharply since December. Analysts expect this number to go down even more than the previous moth.
The core index for the April inflation was at 2.9 percent. This time it may range between 2.3-2.6 percent. This will have a downward pressure on the inflation number.
The data’s impact on the market could be limited. The Reserve Bank of India (RBI) has been focused on the rupee decline. Other central banks like Indonesia and Turkey have tightened their monetary policies.
It is difficult to expect the RBI to move under such circumstances. The Governor indicated in the previous policy that there was little room for monetary action. With the added pressure on the rupee, he will pass this one.
There could be some kneejerk reactions in the market if the number is way out of expectations. But largely it won't move markets much.
Thursday, 13 June 2013
Wednesday, 12 June 2013
Friday, 7 June 2013
Full tgt achieved in Ambuja futures
Sell call given Ambuja futures full tgt achieved 172.5 kindly exit
Sell Ambuja cement futures
Sell Ambuja Cement futures 174.8-175.6 with sl of 177.5 tgt 174, 173.5, 172.5
Thursday, 6 June 2013
Todays Profit in Equity
profit loss
Reliance Selling call 800-802 tgt achieved 1800
godrej Ind buying 301-302 tgt achieved 7000
Sbi selling exited near to cost 1800
total profit 7000 profit
Reliance Selling call 800-802 tgt achieved 1800
godrej Ind buying 301-302 tgt achieved 7000
Sbi selling exited near to cost 1800
total profit 7000 profit
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Godrej Industries full tgt achieved
Godrej Industries full tgt achieved made high of 309.5
book profit and exit
book profit and exit
If Your beginner in stock & commodity market then you must follow these trading tips. -:
1. Trade at Right Time
2. Trade with your own money
3. Do Not Borrow money from others
4. Have clear goals
5. Get Advice from expert
6. Make Long-Term Investment
7. Full Confidence
8. Buy low, sell high
9. Don't Trade as a greedy way
10. Build a Knowledge
1. Trade at Right Time
2. Trade with your own money
3. Do Not Borrow money from others
4. Have clear goals
5. Get Advice from expert
6. Make Long-Term Investment
7. Full Confidence
8. Buy low, sell high
9. Don't Trade as a greedy way
10. Build a Knowledge
Why Commodity is the best option for investment ?
Trading is one of the best method to earn more money in short time. India is developing at very fast pace, due to which, people from all over world are investing money in India. With this investment, India's economy going to be stronger, this is the reason that boost in stock, commodity & forex trading in India. With this development Indian people are seeking various investment plans that are highly valuable & profitable. Trading is one such investment where one can make huge money in short term. Its like a gamble, if you play it seriously & wisely, then you can make unlimited money. Everyone who is 18 Years old, having PAN Card can trade in commodity, stock & forex market. If you are beginner in trading & really want to make more from commodity then you should have basic understanding of trading market. Read all the aspects from books & online notes from internet. Also, Find trading experts who can guide you the best time for trading & give you 100% Accurate Commodity Tips so that you can make only profit.
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* Remember that no one can predict the exact highs and exact lows. So never try to catch them.
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* Always trade with stop loss
* Never do overtrading.
* Always trade with trend
* Never trade or enter / exit positions in panic. Volatility is a non-separable component of this trade market and will be present most of the times.
* Do not enter the Commodity Markets with Stock Market trading ideas. Though both are speculative trade markets, there is a substantial difference in both and generally have opposite trading patterns and thumb rules.
* Avoid getting in or out of the commodity market too often.
* Always discipline yourself by following pre-determined set of rules in our commodity tips
* Always check your risk appetite time-to-time
* Do not trade in a market that is too thin
* Remember that no one can predict the exact highs and exact lows. So never try to catch them.
* Never cancel a stop loss order after you have placed it!
Buy Godrej Ind futures Btst
Buy Godrej Industries futures 301-302 with sl of 297 tgt 304, 306, 310, 318
Wednesday, 5 June 2013
Huge crash expecting Gold and Silver
Huge crash expecting in Gold and Silver pls do not pls sl wait for huge profit
Sell Silver 44150-44250
Sell Silver 44150-44250 with sl of 44540 , tgt of 43900, 43700, 43400, 43000
Reliacne infra & Bhel hold stbt
Sell call given Bhel and Reliance Infra hold the position , with STBT
Tuesday, 4 June 2013
Infosys futures exit at cost , cmp 2505
Infosys futures sell call given 2500-2510 , cmp 2505 exit at cost
Monday, 3 June 2013
1st tgt achieved in Tata Motors
Tata motors sell call given 1st tgt achieved 313.1 , wait huge
correction expecting in tata motors
correction expecting in tata motors
Sell Tata Motores futures 315-316
Sell Tata Motors futures 315-316 with sl of 322 tgt 313.1 , 311.1 , 309
Near 1st tgt achived in can bank
Sell call given in Canbank futures made low 402.75 book some profit or wait some corrections
1st tgt achieved in Reliance Capital 336
Reliance Capital buy call given 330-332 1st tgt achieved 336
1st tgt achieved in Tata steel 295
Tata steel buy call given 291-292 1st tgt achieved 295, book some profit or for another tgt
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