{GS} Abridged summary of globalspeculators@googlegroups.com - 14 Messages in 14 Topics

  Today's Topic Summary

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

• Q2FY12 Results Review: Negatives > Positives [1 Update]
• DAILY RESEARCH REPORTS [1 Update]
• Bajaj Auto Company Update; Adequate cushion to volume risk, Retain BUY; Target: Rs2,200 [1 Update]
• Confluence: Pharma; Post-conference note [1 Update]
• Emkaynomics; 4th Nov' 2011; Fortnightly round up of key banking and economic indicators [1 Update]
• AMC Report Oct2011 [1 Update]
• Nava Bharat Ventures Q2FY12 Result Update; Lower tariffs, PLFs and MAT credit- the culprits; Accumulate; Target: Rs210 [1 Update]
• Lanco Infratech Q2FY12 Result Update; Issues still persist; Maintain hold; Target: Rs17 [1 Update]
• BofA ML - India Strategy - 2QFY12 Review: Slow but in line profit growth [1 Update]
• BofA ML : GVKP IN: GVK Power & Infrastructure Ltd. : Aggressive bidding weigh on Shivpuri-Dewas highway - BUY - India - 14pp [1 Update]
• Cement Sector Update; Seasonal uptick in prices continue [1 Update]
• Himadri Chemicals & Industries Q2FY12 Concall Transcript [1 Update]
• {LONGTERMINVESTORS} GMR Infrastructure : thread [1 Update]
• Nokia Siemens Networks to cut 17,000 jobs globally [1 Update]

 Q2FY12 Results Review: Negatives > Positives

Deepak Vaishnav <dip.research@gmail.com> Nov 24 05:15PM +0530  

*Q2FY12 Results Review*
 
*Negatives > Positives*
 
* *
 
n 'Funnel Impact' continues for Emkay Universe as indicated in earlier
communication. Foreign exchange impact took center stage, ...more

 DAILY RESEARCH REPORTS

Abhishek Mundra <abhishek.mundra84@gmail.com> Nov 24 01:14PM +0530  

--
Regards
Abhishek Mundra
...more

 Bajaj Auto Company Update; Adequate cushion to volume risk, Retain BUY; Target: Rs2,200

Deepak Vaishnav <dip.research@gmail.com> Nov 24 05:16PM +0530  

*Bajaj Auto Ltd.*
 
*Adequate cushion to volume risk, Retain BUY*
 
* *
 
*BUY*
 
****
 
*CMP: Rs1,600 Target Price: Rs2,200**
*
* ...more

 Confluence: Pharma; Post-conference note

Deepak Vaishnav <dip.research@gmail.com> Nov 24 05:16PM +0530  

*Pharma*
 
*Post-conference note*
 
* *
 
*Participated Companies*
 
**Ajanta** Pharma****
 
Biocon****
 
Dr. Reddy's Lab****
 
Elder Pharma****
 
Glenmark Pharma****
 
Ipca Labs****
...more

 Emkaynomics; 4th Nov' 2011; Fortnightly round up of key banking and economic indicators

Deepak Vaishnav <dip.research@gmail.com> Nov 24 05:15PM +0530  

*Emkaynomics*
 
*Fortnightly round up of key banking and economic indicators*
 
* *
 
n *Non-food credit growth (ended 4th Nov' 2011) has eased further to
18% yoy levels. With a view to meet ...more

 AMC Report Oct2011

Deepak Vaishnav <dip.research@gmail.com> Nov 24 05:17PM +0530  

*AMC Report Oct2011*
 
*November 24, 2011*
 
* *
 
Click here to open : *AMC
Report<http://emkayglobal.com/downloads/researchreports/AMC%20Report%20Oct2011.xls>
***
 
** **
 
...more

 Nava Bharat Ventures Q2FY12 Result Update; Lower tariffs, PLFs and MAT credit- the culprits; Accumulate; Target: Rs210

Deepak Vaishnav <dip.research@gmail.com> Nov 24 05:14PM +0530  

*Nava Bharat Ventures Ltd.*
 
*Lower tariffs, PLFs and MAT credit- the culprits *
 
* *
 
*ACCUMULATE*
 
 
 
*CMP: Rs180 Target Price: Rs210*
* ...more

 Lanco Infratech Q2FY12 Result Update; Issues still persist; Maintain hold; Target: Rs17

Deepak Vaishnav <dip.research@gmail.com> Nov 24 05:14PM +0530  

*Lanco Infratech Ltd.*
 
*Issues still persist; Maintain hold *
 
* *
 
*HOLD*
 
****
 
*CMP: Rs12 Target Price: Rs17***
* ...more

 BofA ML - India Strategy - 2QFY12 Review: Slow but in line profit growth

Deepak Vaishnav <dip.research@gmail.com> Nov 24 05:19PM +0530  

...more

 BofA ML : GVKP IN: GVK Power & Infrastructure Ltd. : Aggressive bidding weigh on Shivpuri-Dewas highway - BUY - India - 14pp

Deepak Vaishnav <dip.research@gmail.com> Nov 24 05:19PM +0530  

...more

 Cement Sector Update; Seasonal uptick in prices continue

Deepak Vaishnav <dip.research@gmail.com> Nov 24 05:16PM +0530  

*Cement Sector*
 
*Seasonal uptick in prices continue*
 
* *
 
n *All India avg cement prices up by 3.3% mom (+Rs9/bag). Eastern
(+Rs21/bag) & Northern (+Rs13/bag) region see sharp price hikes ...more

 Himadri Chemicals & Industries Q2FY12 Concall Transcript

Deepak Vaishnav <dip.research@gmail.com> Nov 24 05:16PM +0530  

*Himadri Chemicals & Industries*
 
*Q2FY12 Conference Call Transcript*
 
 
 
 
 
Emkay Global Research
 
*Emkay Global Financial Services Ltd.* | www.emkayglobal.com | Email : ...more

 {LONGTERMINVESTORS} GMR Infrastructure : thread

RAJESH DESAI <stockdesai@gmail.com> Nov 24 11:20AM +0530  

*GMR Infra slips to new low *
 
GMR Infra hit a new 52-week low today at Rs.19.50 and it currently in the
red around the same levels. There are more sellers than buyers on the
counter.
...more

 Nokia Siemens Networks to cut 17,000 jobs globally

alok agarwal <alok.groups@gmail.com> Nov 24 10:26AM +0530  

Indo Asian News Service, On Thursday 24 November 2011, 5:35 AM
 
Helsinki, Nov 24 (IANS) Nokia Siemens Networks is planning to cut its
workforce by 17,000 worldwide by the end of 2013, the company ...more

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