shareBazar: March 2016

Thursday 31 March 2016

{LONGTERMINVESTORS} DIVIS LAB LOOKS GOOD 998 TO 990 RESISTANCE AT 1030 SUPPORT AT 982

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Re: {LONGTERMINVESTORS} Zen Daily Market & Derivatives & News & Supports and Resistance Report 31.03.2016

hi MR JITENDRA

PLEASE POST TODAYS ZEN DAILY MARKETS MAIL

THANKS

NNG

On Thu, Mar 31, 2016 at 9:00 AM, Jitendra Darjee <jitudarjee@hotmail.com> wrote:

Jitendra Darjee

+91 98209 51130

Respected Sir/Madam,

Good Morning

Please find attached file contains the Zen Daily Market & Derivatives & News & Supports and Resistance Report 31.03.2016

These documents are mailed by Zen Securities Ltd.(ZSL) purely for the purpose of information.The material contained herein is for information only and under no circumstances should be deemed as an offer to sell or a solicitation to buy any security. ZSL or its employees, may, from time to time have positions in the stocks mentioned in these documents.While all care has been taken to ensure that the facts are accurate and the opinions are reasonable, ZSL shall not be liable for any loss or damage howsoever arising as a result of any person acting or refraining from acting in reliance on any information contained therein. Please refer to Research Disclaimer at http://www.zenmoney.com/RAdisclaimer.pdf

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{LONGTERMINVESTORS} Daily mutual fund equity and debt performance report - April 1

Daily mutual fund equity and debt performance report

Dear all,

Please find the performance tracker of equity and debt mutual fund schemes in the links mentioned below.

For details, click on the links below

http://content.icicidirect.com/mailimages/ISec_daily_Equity_Performance_Report.zip

http://content.icicidirect.com/mailimages/ISec_daily_Debt_Performance_Report.zip

Research Desk |ICICIdirect.com|

Email : research@icicidirect.com |

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{LONGTERMINVESTORS} NIFTY LOOKS WEAK 7751 TO 7765 SUPPORT AT 7650 RESISTANCE AT 7797.

{LONGTERMINVESTORS} John Mauldin :- Can "Smart Beta" Get You in Trouble? (30-Mar-2016)

Re: {LONGTERMINVESTORS} HDFC..New thread..

HDFC to announce FY16 results on May 02, 2016

Equity Bulls

A meeting of the Board of Directors of Housing Development Finance Corporation Ltd will be held on May 02, 2016, to consider the approval of the ...

{LONGTERMINVESTORS} KNR Constructions; Call Success - Balrampur Chini Mills, Hindustan Zinc


March 31, 2016
KNR Constructions: Recent order inflows pump up order book – BUY CMP: ₹506, 1-yr Target: ₹655, Upside: 30% KNR Construction, incorporated in 1995, possesses strong expertise in executing EPC projects. KNR which is primarily focused on the roads and highways segment, has strong track record in timely and successful execution of projects across India and has secured repeat orders on continuous basis. It experienced a significant order inflow during FY16 and currently sits on an order book of ~₹3,500cr (whopping ~4x FY15 revenues), which is a threefold increase from the order book position during last year. KNR was always an EPC player, but it also took up select BOT projects to counter slowdown. The company now intends to focus purely on the asset light EPC space, which would help it maintain leverage. Further, the company would benefit from road awards during the next couple of years, especially considering that EPC route will likely dominate future road awards. KNR has generated one of the strongest operating margins on a consistent basis compared with peers, driven by strong execution capabilities, tight cost control, selective subcontracting, and strong fleet of equipment. KNR's comfortable balance sheet position with leverage of ~0.2x would help it deliver robust earnings growth. With highest ever order book and focus shifting back to EPC space, we believe topline is set to clock ~30% CAGR during FY16-18E. Despite strong growth prospects, KNR's standalone EPC business is trading at attractive P/E of 13x FY18E EPS. We have valued the EPC business at 15x and the BOT toll projects based on book value to arrive at a SOTP target price of ₹655, which implies an upside of 30%. We recommend BUY on the scrip.
*Click here for the detailed report on the same.*
Balrampur Chini Mills – Call Success Reco Price: ₹99, Call Closure Price: ₹115 We had recommended a BUY on Balrampur Chini in an Express Idea dated March 16, 2016 with a target price of ₹115. The stock surpassed our target in yesterday's session translating into a return of 16% in just nine trading sessions. We close our Express Idea recommendation. Separately, we had also recommended BUY on the stock in our Q3 FY16 result update dated Feb 10, 2016 with a 1-year target price of ₹110. The stock touched our target yielding a return of 34% and we close our reco. Although we remain positive on sugar prices, for now we keep stock rating and 1-year target under review as we reassess valuation on the back of outlook for 2016-17 cane costs post a management feedback.
*Click here for the detailed report on the same.*
Hindustan Zinc Ltd – Call Success Reco Price: ₹142, Call Closure Price: ₹183 We had recommended BUY on Hindustan Zinc Ltd in our Q3 FY16 Result Update released on Jan 22, 2016 with a target price of ₹183. The stock surpassed the target in today's trading session yielding a return of 28.8%. We believe HZL's earnings growth would remain strong on the back of higher mined metal output and a marginal rebound in metal prices. Though we like the stock, we believe upside would remain capped from current levels. One can book profits at current levels or investors can hold for a dividend of ₹ 24/share. The record date for the dividends will be April 7, 2016.
*Click here for the detailed report on the same.*
Warm Regards, Amar Ambani Head of Research, IIFL

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Re: {LONGTERMINVESTORS} Must read Interviews & Columns - Thread

Chandigarh Tribune

Fears of a shift to bond market are overdone: Paresh Sukthankar,HDFC Bank

Financial Express

Even as it rolls out a slew of digital products HDFC Bank has grown its corporate book smartly at a time when market growth has been subdued.

{LONGTERMINVESTORS} Fwd: Daily Market Report- March 31, 2016

---------- Forwarded message ----------
From: <research@icicibank.com>
Date: Thu, Mar 31, 2016 at 6:28 PM
Subject: Daily Market Report- March 31, 2016
To: stockdesai@gmail.com

Key developments today

India's eight core industries growth came in at 5.7% YoY in February vs. prior of 2.9% YoY.

India's fiscal gap for April-February stands at 107.1% of its FY2016 budgeted aim vs. 117.5% during the corresponding period in the previous fiscal.

RBI released India's International Investment Position data for December 2015, which indicated an increase of claims by non-residents on India to USD 362.0 bn.

The extant FDI Policy for Insurance sector has been revised to enhance the FDI limit from 26% to 49% under the automatic route.

Standard & Poor's (S&P) downgraded China's credit rating outlook to negative from stable today, citing slower than expected pace of reforms in the Republic.

Domestic markets wrap-up

Indian equities ended on a flat note, after a volatile trading session and increased sell-off towards its close. Gains were led by chemical stocks. Nifty and Sensex ended flat.

Rupee ended stronger vis-à-vis the US Dollar, at 66.25 levels as against yesterday's close of 66.37. The domestic currency rose in continued response to dovish commentary by Yellen and weakness in the greenback. Reported Dollar sales by foreign banks provided further support.

Domestic bonds ended higher today on the back of expectations of a rate cut by RBI next week coupled with strength in the Rupee. The 10Y benchmark yield closed at 7.46% vs. yesterday's close of 7.50%.

RBI provided liquidity to the tune of INR 2123.44 bn (net) under LAF (including fixed and variable rate repos and reverse repos), as of March 30^th. It injected INR 27.03 bn and INR 18.31 bn under Special Refinance Facility and Marginal Standing Facility respectively.

Global market snapshot

*Weighted average of the day

Global market developments

Asian equities ended mixed today. Continued weakness in crude prices weighed on the indices. Nikkei (-0.7%), Hang Seng (-0.1%) and Kospi (-0.3%) ended in the red. Meanwhile, Shanghai Composite and Australia's ASX gained 0.1% and 1.5% respectively.

Dollar index is trading close to its lowest levels since October 2015 at 94.51. Pound is trading higher at 1.4421 levels, aided by weakness in the US Dollar coupled with a slight uptick in UK's Q4 GDP (final reading) from 0.5% QoQ to 0.6% QoQ. The Euro is also trading stronger, supported by softness in the US Dollar, with the EURUSD cross hitting five month highs at 1.1389 levels. Eurozone's core CPI print for March edged up to 1.0% YoY from 0.8% YoY in February, though headline CPI continued to remain in contractionary territory. Meanwhile, the Japanese Yen is trading steady at ~112 levels.

US Treasuries are trading flat today, albeit holding on to their recent gains. The 10Y benchmark yield is at 1.82%, same as previous close.

Commodity market developments

Oil is trading mixed today. Renewed supply glut concerns post increase in US stockpiles are keeping crude prices under pressure. WTI and Brent are currently trading at USD 38/bbl and USD 40/bbl respectively.

Gold is trading higher, trimming overnight losses. Demand for bullion edged up intraday on account of softness in the US Dollar. The yellow metal is currently trading at USD 1237/oz.

Regards,
ICICI Bank

Contact:

Sagrika Gogia
(+91-22) 2653-1414 (extn: 8981)
sagrika.gogia@icicibank.com

Radhika Wadhwa
(+91-22) 2653-1414 (extn: 7206)
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(+91-22) 2653-1414 (extn: 7243)
sonal.surana@icicibank.com

CA. Rajesh Desai

Re: {LONGTERMINVESTORS} News & Misc. items - Thread

Magnitude 6.1 quake jolts western Japan 8:33am IST

Re: {LONGTERMINVESTORS} News & Misc. items - Thread

Oil posts best quarter since mid-2015 but glut still worries 8:43am IST

NEW YORK Oil prices jumped more than 10 percent in March in the best quarter since mid-2015 although some analysts said the rally could fade soon as an output freeze plan by major crude exporters fails to alleviate worries of a glut.

{LONGTERMINVESTORS} Knowledge brunch-1st April 2016

{LONGTERMINVESTORS} Morning Call

Dear all,

Markets end flat

Ø Benchmark indices ended flat on Thursday on the eve of derivatives expiry. With commodities coming under selling pressure and the dollar steadying after recent losses.

Ø Global risk appetite was weak as a roller-coaster quarter drew to a close after hammering the dollar and the pound but boosting gold and bonds.

Global Macro

Ø U.S initial jobless claims climbed to 276,000, an increase of 11,000 from the previous week's unrevised level of 265,000.

Ø Eurozone Consumer prices fell 0.1% in March of 2016 from a year ago following a 0.2% drop in February.

Ø Germany unemployment rate held steady at 6.2% in March of 2016. ending five consecutive decreases.

Corporate Buzz

Ø UltraTech Cement agreed to buy Jaiprakash Associates' 21.2 million tonnes per annum cement capacity for INR 159bn.

Ø HCL Technologies agreed to acquire an engineering solutions company Geometric in a share swap deal that values it at USD 150-200mn.

Ø L&T sold its entire 89% stake in L&T Infocity Ltd (LTIL) to Hyderabad-based Ace Urban Developers Ltd for INR 1.91bn.

Ø HDFC Bank is set to raise up to INR 50bn by way of infrastructure bonds. Rating agency CRISIL has assigned AAA/Stable rating to the bond issuance.

Ø Tata Motors divested its entire stake in wholly-owned subsidiary Sheba Properties to another group firm Tata Motors Finance for INR 4.05bn.

Ø Suzlon Group won an order from a leading private sector power utility for the development of 197.40 MW wind power project.

Ø IndiGo revised its cancellation and date change charges for domestic flights and customers will have to shell out INR 2,250 irrespective of the cancellation date.

Ø L&T won INR 22.71bn orders that include a major commercial development and a transmission line contract in Thailand.

Ø Reliance Power announced that Appellate Tribunal for Electricity upheld its plea on Sasan ultra mega power project, paving the way for the company to receive INR 10.50bn from the buyers of its electricity.

Ø Reliance Defence to enter into a JV with Ukraine's Antonov, makers of AN 32 aircraft in service with the IAF.

Ø MTNL received INR 4.28bn from government for surrendering spectrum in the 800 MHz band, used for providing CDMA mobile services in the country.

Ø Aurobindo Pharma received final approval from the USFDA to manufacture and market Pantoprazole Sodium for injection, 40 mg/single dose vial.

Outlook

Ø Markets are likely to open on a cautious note amidst mixed global cues.

Link

Click here to view Morning Call

Regards,

CSEC Research

Re: {LONGTERMINVESTORS} BHEL:Thread

Deutsche Bank raises BHEL to buy from sell; raises target price to 140 rupees from 100 rupees

{LONGTERMINVESTORS} Daily Currency Strategy (April 1)

As today is a banking holiday due to annual closing there will be no edition of the Daily Currency Strategy report.

Research Desk |ICICIdirect.com|

Email: research@icicidirect.com|

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{LONGTERMINVESTORS} Zen Daily Market & Derivatives & News & Supports and Resistance Report 01.04.2016

Jitendra Darjee

+91 98209 51130

Respected Sir/Madam,

Good Morning

Please find attached file contains the Zen Daily Market & Derivatives & News & Supports and Resistance Report 01.04.2016

These documents are mailed by Zen Securities Ltd.(ZSL) purely for the purpose of information.The material contained herein is for information only and under no circumstances should be deemed as an offer to sell or a solicitation to buy any security. ZSL or its employees, may, from time to time have positions in the stocks mentioned in these documents.While all care has been taken to ensure that the facts are accurate and the opinions are reasonable, ZSL shall not be liable for any loss or damage howsoever arising as a result of any person acting or refraining from acting in reliance on any information contained therein. Please refer to Research Disclaimer at http://www.zenmoney.com/RAdisclaimer.pdf

{LONGTERMINVESTORS} News 01-04-2016

Securities in Ban For Trade Date 01-APR-2016: NIL

Market Buzz

Core sector grows by 5.7% in February

Govt warns e-commerce firms on discounts

New FSSAI rules on nutraceuticals may leave companies like Sun Pharma, GSK ailing

Nifty Additions: Bharti Infratel, Aurobindo, Eicher, Tata Motors DVR

Nifty Deletions: Cairn India, Vedanta, Punjab National Bank

HCL Tech-Geometric share swap ratio seen at 10:43

Tata Motors sells Subsidiary Sheba Properties for 405 Cr

Jaypee Group sells cement plants to Ultratech for Rs 15,900 cr

Shriram Transport: Madras HC approves merger with Shriram Equipment Finance

Alkem Labs: UK-MHRA inspects Taloja Plant with 8 observations

Bharat Wires to list today

KEC Intl wins order worth ₹836 cr from Power Grid

Rs 1,000-cr booster for R-Power after tribunal order

Lloyd Electric & Engineering has achieved a milestone by selling 2,00,000 units of Air Conditioners under "LLOYD" Brand in 88 days of the current quarter

Syndicate Bank raises ₹740 cr via share issue to Govt

IDBI Bank sells 2% stake in NSE to LIC

Maharashtra raises ready reckoner rates 7% from today

GSPC in talks with ONGC to sell controlling stake in KG basin block

Del HC Allows Resumption Of Trading In CMI,Global Infra,Greencrest Fin,PS IT

Jindal Stainless: Naveen Jindal Has Resigned From The Board Of Directors

Care Cuts JSW Steel's Long-Term Debt Rating To AA- From AA"

MEP Infra, San Jose India declared L1 for road project in Maha

M&M to buy 35% stake in Finnish arm Sampo Rosenlew for ₹135 cr

HDIL: Citigroup Global Markets Mauritius buys 21 lk shares at ₹73.17/sh

IFCI: Citigroup Global Markets Mauritius buys 1.05 cr shares at ₹24.64/sh

Uttam Galva Steels hires SBI Cap to look for investors for fresh equity infusion

ICICI Bank puts on hold plan to sell arm ICICI Home Fin on valuation issues

Broker's Corner

CLSA ON AUROBINDO PHARMA: Initiates Sell, target of ₹630

DB ON BHEL: Upgrades to Buy from Sell, target to ₹140

UBS ON DLF: DLF is best-positioned for a leasing market recovery among its peers , Maintains Buy, target of ₹210

UBS ON ULTRATECH: Maintains Buy, target of ₹3,445

Circulars

Revision of Market Lot of Derivative Contracts on Indices

https://www1.nseindia.com/content/circulars/FAOP32134.pdf

Revision in Market Lot of Derivative Contracts on Individual Stocks

https://www1.nseindia.com/circulars/circular.htm

Adjustment of Futures and Options contracts in the security HINDZINC

https://www1.nseindia.com/content/circulars/FAOP32132.pdf

Quantity Freeze Limits for Indices

https://www1.nseindia.com/content/circulars/FAOP32131.pdf

Changes in price bands from April 01, 2016

https://www1.nseindia.com/content/circulars/SURV32119.zip

http://www.bseindia.com/markets/MarketInfo/DispNewNoticesCirculars.aspx?page=20160331-37

{LONGTERMINVESTORS} AVENDUS -- Specialty Chemicals in India - A sum of disparate parts; segment leaders poised to create value

http://www.avendus.com/media/35472/avendus_specialty_chemicals_report.pdf

{LONGTERMINVESTORS} News Briefing

Economic Times

Ø  'Foreign banks fare better in customer satisfaction'
Ø  RBI's new formula brings lower lending rates
Ø  RBI notifies 49% FDI for insurance on auto route
Ø  FPIs take out Rs 18k cr from Indian mkt in FY16
Ø  85% pictorial warning on tobacco in force from Apr 1
Ø  UK doing everything to help steel industry: Cameron
Ø  Jaypee Group sells cement plants to Ultratech for Rs 15,900 cr
Ø  Above normal temperature this summer: IMD

Business Standard

Ø  February core sector growth hits 13-month high of 5.7%
Ø  India's April-Feb fiscal deficit at $86.5 billion: Govt
Ø  India's external debt $480 bn at Dec-end, up 4.7% y-o-y
Ø  Mah govt increases ready recknor rates by 7% from April 1
Ø  L&T Construction wins contracts worth Rs 2,271 crore
Ø  Suzlon Gr bags order to develop 197.40 MW wind power proj
Ø  Japan extends Rs 14,251 cr loan for key infra projects

Business Line

Ø  Inflation hits poor the most, RBI must listen to them: Subbarao
Ø  Dr Reddy's, Japan's Eisai in licensing pact for anti-cancer agent
Ø  Coal case: Court to pronounce jail term of Rungtas on April 4
Ø  SBI pegs MCLR for one year at 9.2%
Ø  IT cos may seek higher life cover for overseas staff

Mint

Ø  Buying by domestic investors at record high in fiscal 2016
Ø  SC extends ban on sale of large diesel cars in New Delhi
Ø  SBI announces new lending rate structure
Ø  Burned by Corus, Tata Steel seeks solace in prospects back home
Ø  The $2.6 billion buying binge that felled SunEdison

Financial Express

Ø  Sensex ends flat in choppy trade on March F&O expiry, Nifty settles at 7,738
Ø  Natural gas prices cut by 20%; CNG, cooking gas to cost less
Ø  RBI to cut repo rate by 25 bps on April 5: Morgan Stanley
Ø  Reliance Defence, Ukraine's Antonov plan JV for aircraft

Financial Chronicle

Ø  Interest rates on PPF, other savings to be lower from today
Ø  China-led AIIB eyes first loans to India
Ø  Aurobindo gets final USFDA nod for gastro reflux drug
Ø  Indian Bank raises Rs 500 cr via tier-I bonds
Ø  India, EU fail to make headway on FTA talks

{LONGTERMINVESTORS} Nifty sees 4 quarter of correction, EOD Analysis

As discussed in Last Analysis Support is again at 7550 and resistance in range of 7780-7800. High made today was 7777, as nifty reacted from demand zone, Nifty has risen 767 points in March series and formed a hammer pattern on Quarterly chart, As seen in below chart nifty has corrected for 4 quarters in a row and it has happened 3 time before, and every time market has rallied, Will History repeat itself needs to be seen. Bank Nifty forms doji near supply zone, EOD Analysis

Quaterly

Rgds,

Bramesh