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{GS} Abridged summary of globalspeculators@googlegroups.com - 32 Messages in 31 Topics

  • By eToro
  • Postado Sunday, October 23, 2011 at 2:21 AM

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

    Deepak Vaishnav <dip.research@gmail.com> Oct 22 02:32PM +0530  

    ** ** **
     
    ** **
     
    *Rallis India*
     
    *Downgrade earnings, maintain BUY *
     
    * *
     
    *BUY*
     
    ****
     
    *CMP: Rs 162 Target Price: Rs 197***
    * ...more
    Deepak Vaishnav <dip.research@gmail.com> Oct 22 02:31PM +0530  

    **
     
    ** **
     
    *Bajaj Auto Ltd.*
     
    *Superb performance, Maintain Accumulate*
     
    * *
     
    *ACCUMULATE*
     
    ****
     
    *CMP: Rs 1,637 Target Price: Rs 1,950
    ***
    * ...more
    Deepak Vaishnav <dip.research@gmail.com> Oct 22 02:32PM +0530  

    **
     
    ** **
     
    *Hexaware Technologies*
     
    *Another solid performance*
     
    * *
     
    *ACCUMULATE*
     
    ****
     
    *CMP: Rs89 Target Price: Rs100***
    *
    ...more
    Deepak Vaishnav <dip.research@gmail.com> Oct 22 02:31PM +0530  

    ** **
     
    *Monetary Policy: Expectations*
     
    *RBI's Second Quarter Review of Monetary Policy 2011-12*
     
    * *
     
    **n ***Inflation has remained above 9% for 10 consecutive months – ...more
    Deepak Vaishnav <dip.research@gmail.com> Oct 22 02:32PM +0530  

    ** **
     
    *Sterlite Technologies*
     
    *Telecom margins take a hit, Maintain HOLD*
     
    * *
     
    *HOLD*
     
    ****
     
    *CMP: Rs 38 Target Price: Rs 47***
    * ...more
    Deepak Vaishnav <dip.research@gmail.com> Oct 22 02:32PM +0530  

    **
     
    ** **
     
    *Ultratech Cement Ltd.*
     
    *Recent price hikes drive earnings & rating upgrade*
     
    * *
     
    *HOLD*
     
    ****
     
    *CMP: Rs 1,111 Target Price: Rs 1,170 ...more
    Deepak Vaishnav <dip.research@gmail.com> Oct 22 02:31PM +0530  

    **
     
    ** **
     
    *Yes Bank*
     
    *Upgrade to ACCUMULATE*
     
    * *
     
    *ACCUMULATE*
     
    ****
     
    *CMP: Rs285 Target Price: Rs340***
    *
    ------------------------------
    * ...more
    Deepak Vaishnav <dip.research@gmail.com> Oct 22 01:39PM +0530  

    **
     
    ** **
     
    *HDFC Bank*
     
    *Steady performance*
     
    * *
     
    *HOLD*
     
    ****
     
    *CMP: Rs 491 Target Price: Rs 510***
    *
    ------------------------------
    *
    ...more
    Deepak Vaishnav <dip.research@gmail.com> Oct 22 01:36PM +0530  

    ** ** ** ** ** **
     
    * ***
     
    **
     
    * *
     
    * *
     
    *EMKAY GLOBAL FINANCIAL SERVICES LTD.*
     
    is pleased to invite you for a conference call to ...more
    Deepak Vaishnav <dip.research@gmail.com> Oct 22 01:37PM +0530  

    ** ** ** ** ** **
     
    * ***
     
    **
     
    * *
     
    * *
     
    *EMKAY GLOBAL FINANCIAL SERVICES LTD.*
     
    is pleased to invite you for a conference call to ...more
    Deepak Vaishnav <dip.research@gmail.com> Oct 22 01:35PM +0530  

    **
     
    ** **
     
    *GMR Infrastructure*
     
    *Mgmt confident of Ahd-Kishangarh delivering value*
     
    * *
     
    *BUY*
     
    ****
     
    *CMP: Rs26 Target Price: Rs38***
    * ...more
    Deepak Vaishnav <dip.research@gmail.com> Oct 22 01:38PM +0530  

    **
     
    ** **
     
    *Hero MotoCorp Ltd.*
     
    *Strong show, Upgrade to Accumulate*
     
    * *
     
    *ACCUMULATE*
     
    ****
     
    *CMP: Rs 1,985 Target Price: Rs 2,250*
    **
    * ...more
    Deepak Vaishnav <dip.research@gmail.com> Oct 22 01:36PM +0530  

    **
     
    *MindTree Limited*
     
    *Solid quarter, raise TP to Rs 450*
     
    * *
     
    *ACCUMULATE*
     
    ****
     
    *CMP: Rs 386 Target Price: Rs 450***
    * ...more
    Deepak Vaishnav <dip.research@gmail.com> Oct 22 01:38PM +0530  

    *Coromandel International*
     
    *Positive surprise by EBITDA margins*
     
    * *
     
    *BUY*
     
    ****
     
    *CMP: Rs307 Target Price: Rs435***
    * ...more
    Deepak Vaishnav <dip.research@gmail.com> Oct 22 01:35PM +0530  

    ** **
     
    *Oberoi Realty*
     
    *Strong execution boots results*
     
    * *
     
    *ACCUMULATE*
     
    ****
     
    *CMP: Rs235 Target Price: Rs275***
    * ...more
    Deepak Vaishnav <dip.research@gmail.com> Oct 22 01:36PM +0530  

    ** ** **
     
    ** **
     
    *Tata Consultancy Services*
     
    *Op performance fails to enthuse, retain HOLD*
     
    * *
     
    *HOLD*
     
    ****
     
    *CMP: Rs 1,120 Target Price: Rs ...more
    Deepak Vaishnav <dip.research@gmail.com> Oct 22 01:39PM +0530  

    **
     
    ** **
     
    ***Hindustan**** Zinc*
     
    *Weak INR to offset low LME; Lead biz need to catch up*
     
    * *
     
    *BUY*
     
    ****
     
    *CMP: Rs 121 Target Price: Rs 159*** ...more
    Deepak Vaishnav <dip.research@gmail.com> Oct 22 01:38PM +0530  

    **
     
    ** **
     
    *Chambal Fertilisers*
     
    *Withdrawal of shipping business demerger - Negative*
     
    * *
     
    *ACCUMULATE*
     
    ****
     
    *CMP: Rs87 Target Price: Rs98*** ...more
    Deepak Vaishnav <dip.research@gmail.com> Oct 22 01:39PM +0530  

    *Dish TV*
     
    *Subscriber addition moderates, ARPU uptick on track*
     
    * *
     
    *ACCUMULATE*
     
    ****
     
    *CMP: Rs 77 Target Price: Rs 96***
    * ...more
    Deepak Vaishnav <dip.research@gmail.com> Oct 22 02:30PM +0530  

    **
     
    ** **
     
    *Emkay MF Portfolio Analysis - What's IN What's OUT*
     
    *October 20, 2011*
     
    * *
     
    * *
     
    * *
     
    Regards,****
     
    **Meenal Bhagwat******
     
    Sr.Database Analyst | *Emkay Global ...more
    Deepak Vaishnav <dip.research@gmail.com> Oct 22 01:37PM +0530  

    **
     
    ** **
     
    *Petronet LNG*
     
    *Steady performance*
     
    * *
     
    *BUY*
     
    ****
     
    *CMP: Rs161 Target Price: Rs170***
    *
    ------------------------------
    *
    ...more
    Deepak Vaishnav <dip.research@gmail.com> Oct 22 01:39PM +0530  

    **
     
    ** **
     
    *eClerx Services Ltd.*
     
    *In line show, retain ACCUMULATE*
     
    * *
     
    *ACCUMULATE*
     
    ****
     
    *CMP: Rs 732 Target Price: Rs 800***
    * ...more
    Deepak Vaishnav <dip.research@gmail.com> Oct 22 01:39PM +0530  

    *Torrent Pharma*
     
    *Domestic business disappoints – Maintain Hold*
     
    * *
     
    *HOLD*
     
    ****
     
    *CMP: Rs 577 Target Price: Rs 618***
    * ...more
    Deepak Vaishnav <dip.research@gmail.com> Oct 22 01:39PM +0530  

    *Engineering & Capital Goods*
     
    *Delusional optimism to reality*
     
    * *
     
    *Sinking feeling that scenario is worsening; current environment remains
    non-conducive for asset creation*
    ...more
    Deepak Vaishnav <dip.research@gmail.com> Oct 22 01:38PM +0530  

    **
     
    ** **
     
    *CRISIL*
     
    *Strong operating performance; upgrade to BUY*
     
    * *
     
    *BUY*
     
    ****
     
    *CMP: Rs839 Target Price: Rs1050***
    * ...more
    Deepak Vaishnav <dip.research@gmail.com> Oct 22 01:38PM +0530  

    ** **
     
    *Federal Bank*
     
    *Getting ready for big innings*
     
    * *
     
    *ACCUMULATE*
     
    ****
     
    *CMP: Rs377 Target Price: Rs425***
    * ...more
    Deepak Vaishnav <dip.research@gmail.com> Oct 22 01:38PM +0530  

    **
     
    ** **
     
    *Patni Computers*
     
    *Encouraging improvement, see value in the stock*
     
    * *
     
    *NOT RATED*
     
    ****
     
    *CMP: Rs338 Target Price: N.A***
    * ...more
    Deepak Vaishnav <dip.research@gmail.com> Oct 22 01:36PM +0530  

    *Persistent Systems*
     
    *Weak macro takes it's toll, cut to HOLD*
     
    * *
     
    *HOLD*
     
    ****
     
    *CMP: Rs 323 Target Price: Rs 330***
    * ...more
    Deepak Vaishnav <dip.research@gmail.com> Oct 22 01:37PM +0530  

    **
     
    ** **
     
    *HCL Technologies*
     
    *Revenue performance disappoints, retain HOLD*
     
    * *
     
    *HOLD*
     
    ****
     
    *CMP: Rs401 Target Price: Rs415***
    * ...more
    Deepak Vaishnav <dip.research@gmail.com> Oct 22 01:38PM +0530  

    *Cement Sector*
     
    *Price hikes gain pace*
     
    * *
     
    **n ***Avg cement prices up by 6.6% mom (+Rs16/bag). Producers cut
    supplies to non-trade segment in north & central to exploit the premium in ...more
    Deepak Vaishnav <dip.research@gmail.com> Oct 22 01:39PM +0530  

    **
     
    ** **
     
    *Indraprastha Gas Ltd *
     
    *Higher input cost drags down profitability*
     
    * *
     
    *ACCUMULATE*
     
    ****
     
    *CMP: Rs 396 Target Price: Rs 425*** ...more
    Deepak Vaishnav <dip.research@gmail.com> Oct 22 01:35PM +0530  

    **
     
    ** **
     
    *South Indian Bank*
     
    *Gold loan drives performance*
     
    * *
     
    *ACCUMULATE*
     
    ****
     
    *CMP: Rs23 Target Price: Rs27***
    * ...more

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