{GS} Abridged summary of globalspeculators@googlegroups.com - 43 Messages in 15 Topics

  Today's Topic Summary

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

• Require latest full report on Monsanto India Ltd [1 Update]
• BHEL Q2FY12 Result Update; Provisions Are New Normal; Retain HOLD; Target: Rs 376 [29 Updates]
• Require report on GACL (Guj Alkalies) [1 Update]
• Required GMDC Report [1 Update]
• M&M, Canara Bank [1 Update]
• Himadri Chemicals and Industries Limited Concall Invite on Monday, November 21, 2011 at 4.00 PM [1 Update]
• LIC Housing Finance Limited; Q2FY12 Conference Call Transcript [1 Update]
• Nirmal Bang -->> Tata Steel | Glenmark | Nalco | IVRCL | HDIL [1 Update]
• NOMURA ->> Global Economics | Glenmark | JSW Energy | Lupin | TCS | Tech Mahindra [1 Update]
• MSFL--> JSW Energy | Visa Steel | Unity Infra [1 Update]
• Nirmal Bang -->> Sintex | Metal | Infra | BGR | Techpro | Dhanuka [1 Update]
• NOMURA-- > India Pharma | Gail | Lupin | Ruchi Soya | Tech Mahindra | Sun Pharma | Mundra Port | Coal India | Adani | DLF | HDIL| LITL | Purvankara | IIP | SBI | Cadila | Cummins | [1 Update]
• NOMURA -->> Tulip | SBI | Jain Irrigation | IOC | Voltas | Gujarat Gas | Bharat Forge | Ranbaxy | Ashok Leyland | TVS Motors | Thermax | GSK Pharma | Bharti | Nestle | Prestige [1 Update]
• Nirmal Bang -->> Sun Pharma | Cipla | Sobha Devlopers | McNally Bharat | GMR Infra | BGR Energy [1 Update]
• MSFL -->> Unity Imfra | Ahulwalia | IT | Metal | Orient Green | Ranbaxy | Lupin | Bank of India | Birla Corporation | FSL | Elecon Engg [1 Update]

 Require latest full report on Monsanto India Ltd

"Indinomics" <indinomics@gmail.com> Nov 21 05:55AM  

Hi! Members,
 
Greetings!
 
Please send me the latest full report on Monsanto India Ltd & oblige. Thanks in advance.
 
Reg,
IN
With warm reg,
 
Indinomics
 
Sent on my BlackBerryŽ
...more

 BHEL Q2FY12 Result Update; Provisions Are New Normal; Retain HOLD; Target: Rs 376

Deepak Vaishnav <dip.research@gmail.com> Nov 20 07:55PM +0530  

** **
 
** **
 
*BHEL*
 
*Provisions Are New Normal; Retain HOLD*
 
* *
 
*HOLD*
 
****
 
*CMP: Rs 317 Target Price: Rs 376***
* ...more

Deepak Vaishnav <dip.research@gmail.com> Nov 20 07:55PM +0530  

**
 
** **
 
*Tata Motors Ltd.*
 
*Its JLR again!, Retain BUY*
 
* *
 
*BUY*
 
****
 
*CMP: Rs 178 Target Price: Rs 220***
* ...more

Deepak Vaishnav <dip.research@gmail.com> Nov 20 07:53PM +0530  

*Tech Mahindra*
 
*Disappointing margin show yet again*
 
* *
 
*HOLD*
 
****
 
*CMP: Rs616 Target Price: Rs650***
*
------------------------------
*
...more

Deepak Vaishnav <dip.research@gmail.com> Nov 20 07:54PM +0530  

** **
 
*Bhushan Steel*
 
*Fixed costs continue to weigh*
 
* *
 
*HOLD*
 
****
 
*CMP: Rs322 Target Price: Rs315***
*
------------------------------ ...more

Deepak Vaishnav <dip.research@gmail.com> Nov 20 07:49PM +0530  

** **
 
*Metals & Mining*
 
*MMDR Bill 2011: Prescriptive, Prohibitive and Penal*
 
* *
 
**n ***The "Mines and Minerals – Development and Regulation Bill (MMDR)
2011" has been approved ...more

Deepak Vaishnav <dip.research@gmail.com> Nov 20 07:51PM +0530  

**
 
** **
 
*JK Paper*
 
*Downgrade to Accumulate*
 
* *
 
*ACCUMULATE*
 
****
 
*CMP: Rs38 Target Price: Rs48***
*
------------------------------
* ...more

Deepak Vaishnav <dip.research@gmail.com> Nov 20 07:49PM +0530  

** **
 
** **
 
*****India****** Strategy*
 
*In Twilight zone; India macro-market outlook*
 
* *
 
*Summary: India macro-market outlook*
 
**§ ***New Normal is flatter growth:* The ...more

Deepak Vaishnav <dip.research@gmail.com> Nov 20 07:54PM +0530  

** **
 
*McNally Bharat Engineering*
 
*In Line; Nothing To Cheer, Retain BUY*
 
* *
 
*BUY*
 
****
 
*CMP: Rs107 Target Price: Rs147***
* ...more

Deepak Vaishnav <dip.research@gmail.com> Nov 20 07:53PM +0530  

**
 
*Adani Power*
 
*Same story; cut earnings/TP; Maintain Reduce*
 
* *
 
*REDUCE*
 
****
 
*CMP: Rs78 Target Price: Rs72***
* ...more

Deepak Vaishnav <dip.research@gmail.com> Nov 20 07:54PM +0530  

**
 
** **
 
*Mahindra & Mahindra Ltd.*
 
*Volume momentum to continue, Retain BUY*
 
* *
 
*BUY*
 
****
 
*CMP: Rs 790 Target Price: Rs 930***
* ...more

Deepak Vaishnav <dip.research@gmail.com> Nov 20 07:52PM +0530  

**
 
** **
 
*Jaiprakash Power*
 
*Story Changing; Upgrade to buy*
 
* *
 
*BUY*
 
****
 
*CMP: Rs36 Target Price: Rs45***
* ...more

Deepak Vaishnav <dip.research@gmail.com> Nov 20 07:55PM +0530  

**
 
** **
 
*Mahindra & Mahindra Ltd.*
 
*Volume momentum to continue, Retain BUY*
 
* *
 
*BUY*
 
****
 
*CMP: Rs790 Target Price: Rs930***
* ...more

Deepak Vaishnav <dip.research@gmail.com> Nov 20 07:53PM +0530  

** **
 
*Dish TV*
 
*Another tariff hike, ARPU uptrend to continue*
 
* *
 
*ACCUMULATE*
 
****
 
*CMP: Rs68 Target Price: Rs96***
* ...more

Deepak Vaishnav <dip.research@gmail.com> Nov 20 07:49PM +0530  

**
 
** **
 
*Maruti Suzuki India Ltd.*
 
*Earnings become hazy, Focus shifts to P/BV *
 
* *
 
*REDUCE*
 
****
 
*CMP: Rs948 Target Price: Rs900***
* ...more

Deepak Vaishnav <dip.research@gmail.com> Nov 20 07:53PM +0530  

** ** ** **
 
** **
 
*****Phoenix****** Mills*
 
*Parent to SPVs rescue*
 
* *
 
*ACCUMULATE*
 
****
 
*CMP: Rs214 Target Price: Rs231***
* ...more

Deepak Vaishnav <dip.research@gmail.com> Nov 20 07:52PM +0530  

**
 
** **
 
*Tata Chemicals*
 
*Upgrade earnings on strong results*
 
* *
 
*ACCUMULATE*
 
****
 
*CMP: Rs327 Target Price: Rs400***
* ...more

Deepak Vaishnav <dip.research@gmail.com> Nov 20 07:52PM +0530  

** **
 
*Arshiya International*
 
*Results above expectation*
 
* *
 
*NOT RATED*
 
****
 
*CMP: Rs150 Target Price: NA***
* ...more

Deepak Vaishnav <dip.research@gmail.com> Nov 20 07:55PM +0530  

** ** ** **
 
** **
 
*****Gujarat**** State**** Petronet*
 
*Volume decline marginally*
 
* *
 
*BUY*
 
****
 
*CMP: Rs98 Target Price: Rs120***
* ...more

Deepak Vaishnav <dip.research@gmail.com> Nov 20 07:50PM +0530  

**
 
** **
 
*Tamilnadu Newsprint*
 
*Downgrade to Accumulate on challenges ahead*
 
* *
 
*ACCUMULATE*
 
****
 
*CMP: Rs90 Target Price: Rs108***
* ...more

Deepak Vaishnav <dip.research@gmail.com> Nov 20 07:52PM +0530  

*Jaiprakash Associates*
 
*Quarterly performance driven by one off in construction*
 
* *
 
*HOLD*
 
****
 
*CMP: Rs67 Target Price: Rs66***
* ...more

Deepak Vaishnav <dip.research@gmail.com> Nov 20 07:50PM +0530  

**
 
** **
 
*Ashoka Buildcon*
 
*Stepping into the big league*
 
* *
 
*BUY*
 
****
 
*CMP: Rs240 Target Price: Rs337***
* ...more

Deepak Vaishnav <dip.research@gmail.com> Nov 20 07:54PM +0530  

** ** **
 
** **
 
*****India****** Cements*
 
*Higher cement realizations help beat estimates*
 
* *
 
*HOLD*
 
****
 
*CMP: Rs 75 Target Price: Rs 86*** ...more

Deepak Vaishnav <dip.research@gmail.com> Nov 20 07:51PM +0530  

**
 
** **
 
*Pharma*
 
*Pre-conference note*
 
* *
 
*Participating Companies*
 
**Ajanta** Pharma****
 
Biocon****
 
Dr. Reddy's Lab****
 
Elder Pharma****
 
Glenmark Pharma****
...more

Deepak Vaishnav <dip.research@gmail.com> Nov 20 07:56PM +0530  

*JSW Steel*
 
*JSW ISPAT eating into profitability*
 
* *
 
*ACCUMULATE*
 
****
 
*CMP: Rs657 Target Price: Rs742***
*
------------------------------
* ...more

Deepak Vaishnav <dip.research@gmail.com> Nov 20 07:56PM +0530  

*Cipla Ltd*
 
*Margins surprised positively - Maintain Hold*
 
* *
 
*HOLD*
 
****
 
*CMP: Rs288 Target Price: Rs299***
*
------------------------------ ...more

Deepak Vaishnav <dip.research@gmail.com> Nov 20 07:57PM +0530  

**
 
** **
 
*LIC Housing Finance*
 
*Structural story remains strongly on track*
 
* *
 
*BUY*
 
****
 
*CMP: Rs220 Target Price: Rs250***
* ...more

Deepak Vaishnav <dip.research@gmail.com> Nov 20 07:56PM +0530  

**
 
** **
 
*IVRCL Infrastructure & Project*
 
*Asset sale by IVRCL A&H to accelerate - Maintain BUY*
 
* *
 
*BUY*
 
****
 
*CMP: Rs38 Target Price: ...more

Deepak Vaishnav <dip.research@gmail.com> Nov 20 07:56PM +0530  

*Reliance Communication*
 
*Balance sheet concerns remain, Retain HOLD*
 
* *
 
*HOLD*
 
****
 
*CMP: Rs82 Target Price: Rs82***
* ...more

Deepak Vaishnav <dip.research@gmail.com> Nov 20 07:57PM +0530  

** **
 
** **
 
*Sun Pharma*
 
*Taro spearheads the growth - Maintain Accumulate*
 
* *
 
*ACCUMULATE*
 
****
 
*CMP: Rs504 Target Price: Rs554***
* ...more

 Require report on GACL (Guj Alkalies)

"Indinomics" <indinomics@gmail.com> Nov 21 07:07AM  

Hi!
 
Required full report on Gujarat Alkalies & Chem Ltd (GACL). Kindly send & oblige.
With warm reg,
 
Indinomics
 
Sent on my BlackBerryŽ
...more

 Required GMDC Report

"Indinomics" <indinomics@gmail.com> Nov 21 07:06AM  

Hi!
 
Required full report on Gujarat Mineral Development Corp. Ltd. Kindly send & oblige.
With warm reg,
 
Indinomics
 
Sent on my BlackBerryŽ
...more

 M&M, Canara Bank

Amit shah <imamitshah@gmail.com> Nov 21 12:48PM +0530  

M&M,
Canara Bank
...more

 Himadri Chemicals and Industries Limited Concall Invite on Monday, November 21, 2011 at 4.00 PM

Deepak Vaishnav <dip.research@gmail.com> Nov 20 07:50PM +0530  

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

 LIC Housing Finance Limited; Q2FY12 Conference Call Transcript

Deepak Vaishnav <dip.research@gmail.com> Nov 20 07:49PM +0530  

** ** **
 
*LIC Housing Finance Limited*
 
*Q2FY12 Conference Call Transcript*
 
** **
 
** **
 
Emkay Global Research****
 
*Emkay Global Financial Services Ltd.* | www.emkayglobal.com | Email ...more

 Nirmal Bang -->> Tata Steel | Glenmark | Nalco | IVRCL | HDIL

Deepak Vaishnav <dip.research@gmail.com> Nov 20 02:35PM +0530  

...more

 NOMURA ->> Global Economics | Glenmark | JSW Energy | Lupin | TCS | Tech Mahindra

Deepak Vaishnav <dip.research@gmail.com> Nov 20 02:26PM +0530  

...more

 MSFL--> JSW Energy | Visa Steel | Unity Infra

Deepak Vaishnav <dip.research@gmail.com> Nov 20 02:18PM +0530  

...more

 Nirmal Bang -->> Sintex | Metal | Infra | BGR | Techpro | Dhanuka

Deepak Vaishnav <dip.research@gmail.com> Nov 20 02:37PM +0530  

...more

 NOMURA-- > India Pharma | Gail | Lupin | Ruchi Soya | Tech Mahindra | Sun Pharma | Mundra Port | Coal India | Adani | DLF | HDIL| LITL | Purvankara | IIP | SBI | Cadila | Cummins |

Deepak Vaishnav <dip.research@gmail.com> Nov 20 02:25PM +0530  

...more

 NOMURA -->> Tulip | SBI | Jain Irrigation | IOC | Voltas | Gujarat Gas | Bharat Forge | Ranbaxy | Ashok Leyland | TVS Motors | Thermax | GSK Pharma | Bharti | Nestle | Prestige

Deepak Vaishnav <dip.research@gmail.com> Nov 20 02:31PM +0530  

...more

 Nirmal Bang -->> Sun Pharma | Cipla | Sobha Devlopers | McNally Bharat | GMR Infra | BGR Energy

Deepak Vaishnav <dip.research@gmail.com> Nov 20 02:36PM +0530  

...more

 MSFL -->> Unity Imfra | Ahulwalia | IT | Metal | Orient Green | Ranbaxy | Lupin | Bank of India | Birla Corporation | FSL | Elecon Engg

Deepak Vaishnav <dip.research@gmail.com> Nov 20 02:33PM +0530  

...more

You received this message because you are subscribed to the Google Group globalspeculators.
You can post via email.
To unsubscribe from this group, send an empty message.
For more options, visit this group.

--
You received this message because you are subscribed to the Google Groups ""GLOBAL SPECULATORS"" group.
To post to this group, send email to globalspeculators@googlegroups.com.
To unsubscribe from this group, send email to globalspeculators+unsubscribe@googlegroups.com.
For more options, visit this group at http://groups.google.com/group/globalspeculators?hl=en.

These icons link to social bookmarking sites where readers can share and discover new web pages.

• 
• 
• 
• 
• 
• 
• 
• 
• 
• 
•