{GS} Abridged summary of globalspeculators@googlegroups.com - 16 Messages in 16 Topics

  Today's Topic Summary

Group: http://groups.google.com/group/globalspeculators/topics

• Havells India Limited Concall Invite on Tuesday, November 1, 2011 at 4.00 PM [1 Update]
• Sterlite Industries Q2FY12 Result Update; Cost escalation continues; Accumulate; Target: Rs 162 [1 Update]
• Fertiliser Sector Update; Q2FY12 performance remains encouraging [1 Update]
• Greaves Cotton Q2FY12 Result Update; Acceleration round the corner; Reiterate BUY; Target: Rs 103 [1 Update]
• Reliance Industries Initiating Coverage; Concerns overdone, attractive BUY; Target: Rs 1,119 [1 Update]
• GAIL Q2FY12 Result Update; Results inline, maintain Accumulate; Target: Rs 510 [1 Update]
• Sesa Goa Q2FY12 Result Update; Regulatory checks weigh down performance; Hold; Target: Rs 239 [1 Update]
• Titan Industries Q2FY12 Result Update; Gold price volatility impacts. Maintain Hold; Target: Rs 225 [1 Update]
• Essel Propack Q2FY12 Result Update; Margins continue to disappoint, Maintain BUY; Target: Rs 54 [1 Update]
• Piramal Glass Q2FY12 Result Update; Mild quarter; Growth persists; Buy; Target: Rs 160 [1 Update]
• Coromandel International; Q2FY12 Conference Call Transcript [1 Update]
• Dr Reddy's Lab Q2FY12 Result Update; Para-IV Upsides Priced-in - Maintain Hold; Target: Rs 1,604 [1 Update]
• Grasim Industries Q2FY12 Result Update; VSF volume growth drives EBITDA above estimates; Accumulate; Target: Rs 2,700 [1 Update]
• M & M Financial Services Q2FY12 Result Update; Results inline with expectation; Buy; Target: Rs800 [1 Update]
• Blue Star Q2FY12 Result Update; No respite; Retain Hold; Target: Rs 185 [1 Update]
• Economy Update; Mid-term Monetary Policy Review [1 Update]

 Havells India Limited Concall Invite on Tuesday, November 1, 2011 at 4.00 PM

Deepak Vaishnav <dip.research@gmail.com> Oct 30 06:21PM +0530  

** ** ** ** ** **
 
* ***
 
**
 
* *
 
* *
 
*EMKAY GLOBAL FINANCIAL SERVICES LTD.*
 
is pleased to invite you for a conference call to ...more

 Sterlite Industries Q2FY12 Result Update; Cost escalation continues; Accumulate; Target: Rs 162

Deepak Vaishnav <dip.research@gmail.com> Oct 30 06:19PM +0530  

** **
 
*Sterlite Industries*
 
*Cost escalation continues*
 
* *
 
*ACCUMULATE*
 
****
 
*CMP: Rs 116 Target Price: Rs 162***
* ...more

 Fertiliser Sector Update; Q2FY12 performance remains encouraging

Deepak Vaishnav <dip.research@gmail.com> Oct 30 06:23PM +0530  

*Fertiliser Sector Update*
 
*Q2FY12 performance remains encouraging*
 
* *
 
**n ***Q2FY12 results for agri-inputs universe (ex Tata Chemicals,
results pending) has been encouraging with ...more

 Greaves Cotton Q2FY12 Result Update; Acceleration round the corner; Reiterate BUY; Target: Rs 103

Deepak Vaishnav <dip.research@gmail.com> Oct 30 06:19PM +0530  

** **
 
*Greaves Cotton*
 
*Acceleration round the corner; Reiterate BUY*
 
* *
 
*BUY*
 
****
 
*CMP: Rs89 Target Price: Rs103***
* ...more

 Reliance Industries Initiating Coverage; Concerns overdone, attractive BUY; Target: Rs 1,119

Deepak Vaishnav <dip.research@gmail.com> Oct 30 06:22PM +0530  

**
 
** **
 
*Reliance Industries*
 
*Concerns overdone, attractive BUY*
 
* *
 
*BUY*
 
****
 
*CMP: Rs 846 Target Price: Rs 1,119***
* ...more

 GAIL Q2FY12 Result Update; Results inline, maintain Accumulate; Target: Rs 510

Deepak Vaishnav <dip.research@gmail.com> Oct 30 06:22PM +0530  

**
 
** **
 
*GAIL Ltd*
 
*Results inline, maintain Accumulate*
 
* *
 
*ACCUMULATE*
 
****
 
*CMP: Rs 423 Target Price: Rs 510***
* ...more

 Sesa Goa Q2FY12 Result Update; Regulatory checks weigh down performance; Hold; Target: Rs 239

Deepak Vaishnav <dip.research@gmail.com> Oct 30 06:24PM +0530  

** **
 
*Sesa Goa*
 
*Regulatory checks weigh down performance*
 
* *
 
*HOLD*
 
****
 
*CMP: Rs 211 Target Price: Rs 239***
* ...more

 Titan Industries Q2FY12 Result Update; Gold price volatility impacts. Maintain Hold; Target: Rs 225

Deepak Vaishnav <dip.research@gmail.com> Oct 30 06:19PM +0530  

** **
 
*Titan Industries Ltd*
 
*Gold price volatility impacts… Maintain Hold*
 
* *
 
*HOLD*
 
****
 
*CMP: Rs226 Target Price: Rs225***
* ...more

 Essel Propack Q2FY12 Result Update; Margins continue to disappoint, Maintain BUY; Target: Rs 54

Deepak Vaishnav <dip.research@gmail.com> Oct 30 06:20PM +0530  

**
 
** **
 
*Essel Propack*
 
*Margins continue to disappoint, Maintain BUY*
 
* *
 
*BUY*
 
****
 
*CMP: Rs 37 Target Price: Rs 54***
* ...more

 Piramal Glass Q2FY12 Result Update; Mild quarter; Growth persists; Buy; Target: Rs 160

Deepak Vaishnav <dip.research@gmail.com> Oct 30 06:21PM +0530  

** **
 
** **
 
*Piramal Glass*
 
*Mild quarter; Growth persists*
 
* *
 
*BUY*
 
****
 
*CMP: Rs 123 Target Price: Rs 160***
* ...more

 Coromandel International; Q2FY12 Conference Call Transcript

Deepak Vaishnav <dip.research@gmail.com> Oct 30 06:22PM +0530  

** ** **
 
*Coromandel International*
 
*Q2FY12 Conference Call Transcript*
 
** **
 
** **
 
Emkay Global Research****
 
*Emkay Global Financial Services Ltd.* | www.emkayglobal.com | Email : ...more

 Dr Reddy's Lab Q2FY12 Result Update; Para-IV Upsides Priced-in - Maintain Hold; Target: Rs 1,604

Deepak Vaishnav <dip.research@gmail.com> Oct 30 06:23PM +0530  

** **
 
** **
 
*Dr. Reddy's Lab*
 
*Para-IV Upsides Priced-in - Maintain Hold*
 
* *
 
*HOLD*
 
****
 
*CMP: Rs 1,580 Target Price: Rs 1,604
***
* ...more

 Grasim Industries Q2FY12 Result Update; VSF volume growth drives EBITDA above estimates; Accumulate; Target: Rs 2,700

Deepak Vaishnav <dip.research@gmail.com> Oct 30 06:20PM +0530  

**
 
** **
 
*Grasim Industries*
 
*VSF volume growth drives EBITDA above estimates*
 
* *
 
*ACCUMULATE*
 
****
 
*CMP: Rs 2,362 Target Price: Rs 2,700* ...more

 M & M Financial Services Q2FY12 Result Update; Results inline with expectation; Buy; Target: Rs800

Deepak Vaishnav <dip.research@gmail.com> Oct 30 06:18PM +0530  

**
 
** **
 
*M&M Financial Services*
 
*Results inline with expectation*
 
* *
 
*BUY*
 
****
 
*CMP: Rs640 Target Price: Rs800***
*
...more

 Blue Star Q2FY12 Result Update; No respite; Retain Hold; Target: Rs 185

Deepak Vaishnav <dip.research@gmail.com> Oct 30 06:17PM +0530  

** **
 
*Blue Star*
 
*No respite; Retain Hold*
 
* *
 
*HOLD*
 
****
 
*CMP: Rs 197 Target Price: Rs 185***
*
------------------------------
*
...more

 Economy Update; Mid-term Monetary Policy Review

Deepak Vaishnav <dip.research@gmail.com> Oct 30 06:23PM +0530  

**
 
** **
 
*Economy*
 
*Mid-term Monetary Policy Review*
 
* *
 
**n ***RBI raises repo rate, reverse repo and MSF rates by 25bps.
However, drops indications that the hike could be almost ...more

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