Tuesday, December 29, 2015

Naukri

SUNIDHI SECURITIES & FINANCE PVT. LTD.
Member: National Stock Exchange (Capital, F&O & Debt Market) & The Stock Exchange, Mumbai
SEBI Registration Numbers: NSE: INB 230676436 BSE: INB 010676436


Maker Chamber IV, 14th Floor, Nariman Point, Mumbai: 400 021
Tel: (+91-22) 6636 9669 Fax: (+91-22) 6631 8637  Web-site: http://www.sunidhi.com

Disclaimer: "This Report is published by Sunidhi Securities & Finance  Pvt. Ltd. ("Sunidhi") for private circulation. This report is meant for informational purposes and is not be construed as a solicitation or an offer to buy or sell any securities or related financial instruments. While utmost care has been taken in preparing this report, we claim no responsibility for its accuracy. Recipients should not regard the report as a substitute for the exercise of their own judgment. Any opinions expressed in this report are subject to change without any notice and this report is not under any obligation to update or keep current the information contained herein. Past performance is not necessarily indicative of future results. This Report accepts no liability whatsoever for any loss or damage of any kind arising out of the use of all or any part of this report. Sunidhi and its associated companies, directors, officers and employees may from time to time have a long or short position in the securities mentioned and may sell or buy such securities, or act upon information contained herein prior to the publication thereof.  Sunidhi may also provide other financial services to the companies mentioned in this report."

Monday, December 28, 2015

Kirloskar Electric Co.

SUNIDHI SECURITIES & FINANCE PVT. LTD.
Member: National Stock Exchange (Capital, F&O & Debt Market) & The Stock Exchange, Mumbai
SEBI Registration Numbers: NSE: INB 230676436 BSE: INB 010676436


Maker Chamber IV, 14th Floor, Nariman Point, Mumbai: 400 021
Tel: (+91-22) 6636 9669 Fax: (+91-22) 6631 8637  Web-site: http://www.sunidhi.com

Disclaimer: "This Report is published by Sunidhi Securities & Finance  Pvt. Ltd. ("Sunidhi") for private circulation. This report is meant for informational purposes and is not be construed as a solicitation or an offer to buy or sell any securities or related financial instruments. While utmost care has been taken in preparing this report, we claim no responsibility for its accuracy. Recipients should not regard the report as a substitute for the exercise of their own judgment. Any opinions expressed in this report are subject to change without any notice and this report is not under any obligation to update or keep current the information contained herein. Past performance is not necessarily indicative of future results. This Report accepts no liability whatsoever for any loss or damage of any kind arising out of the use of all or any part of this report. Sunidhi and its associated companies, directors, officers and employees may from time to time have a long or short position in the securities mentioned and may sell or buy such securities, or act upon information contained herein prior to the publication thereof.  Sunidhi may also provide other financial services to the companies mentioned in this report."

Sunday, December 27, 2015

Fortis

SUNIDHI SECURITIES & FINANCE PVT. LTD.
Member: National Stock Exchange (Capital, F&O & Debt Market) & The Stock Exchange, Mumbai
SEBI Registration Numbers: NSE: INB 230676436 BSE: INB 010676436


Maker Chamber IV, 14th Floor, Nariman Point, Mumbai: 400 021
Tel: (+91-22) 6636 9669 Fax: (+91-22) 6631 8637  Web-site: http://www.sunidhi.com

Disclaimer: "This Report is published by Sunidhi Securities & Finance  Pvt. Ltd. ("Sunidhi") for private circulation. This report is meant for informational purposes and is not be construed as a solicitation or an offer to buy or sell any securities or related financial instruments. While utmost care has been taken in preparing this report, we claim no responsibility for its accuracy. Recipients should not regard the report as a substitute for the exercise of their own judgment. Any opinions expressed in this report are subject to change without any notice and this report is not under any obligation to update or keep current the information contained herein. Past performance is not necessarily indicative of future results. This Report accepts no liability whatsoever for any loss or damage of any kind arising out of the use of all or any part of this report. Sunidhi and its associated companies, directors, officers and employees may from time to time have a long or short position in the securities mentioned and may sell or buy such securities, or act upon information contained herein prior to the publication thereof.  Sunidhi may also provide other financial services to the companies mentioned in this report."

Jamna Auto

SUNIDHI SECURITIES & FINANCE PVT. LTD.
Member: National Stock Exchange (Capital, F&O & Debt Market) & The Stock Exchange, Mumbai
SEBI Registration Numbers: NSE: INB 230676436 BSE: INB 010676436


Maker Chamber IV, 14th Floor, Nariman Point, Mumbai: 400 021
Tel: (+91-22) 6636 9669 Fax: (+91-22) 6631 8637  Web-site: http://www.sunidhi.com

Disclaimer: "This Report is published by Sunidhi Securities & Finance  Pvt. Ltd. ("Sunidhi") for private circulation. This report is meant for informational purposes and is not be construed as a solicitation or an offer to buy or sell any securities or related financial instruments. While utmost care has been taken in preparing this report, we claim no responsibility for its accuracy. Recipients should not regard the report as a substitute for the exercise of their own judgment. Any opinions expressed in this report are subject to change without any notice and this report is not under any obligation to update or keep current the information contained herein. Past performance is not necessarily indicative of future results. This Report accepts no liability whatsoever for any loss or damage of any kind arising out of the use of all or any part of this report. Sunidhi and its associated companies, directors, officers and employees may from time to time have a long or short position in the securities mentioned and may sell or buy such securities, or act upon information contained herein prior to the publication thereof.  Sunidhi may also provide other financial services to the companies mentioned in this report."

Marksans

SUNIDHI SECURITIES & FINANCE PVT. LTD.
Member: National Stock Exchange (Capital, F&O & Debt Market) & The Stock Exchange, Mumbai
SEBI Registration Numbers: NSE: INB 230676436 BSE: INB 010676436


Maker Chamber IV, 14th Floor, Nariman Point, Mumbai: 400 021
Tel: (+91-22) 6636 9669 Fax: (+91-22) 6631 8637  Web-site: http://www.sunidhi.com

Disclaimer: "This Report is published by Sunidhi Securities & Finance  Pvt. Ltd. ("Sunidhi") for private circulation. This report is meant for informational purposes and is not be construed as a solicitation or an offer to buy or sell any securities or related financial instruments. While utmost care has been taken in preparing this report, we claim no responsibility for its accuracy. Recipients should not regard the report as a substitute for the exercise of their own judgment. Any opinions expressed in this report are subject to change without any notice and this report is not under any obligation to update or keep current the information contained herein. Past performance is not necessarily indicative of future results. This Report accepts no liability whatsoever for any loss or damage of any kind arising out of the use of all or any part of this report. Sunidhi and its associated companies, directors, officers and employees may from time to time have a long or short position in the securities mentioned and may sell or buy such securities, or act upon information contained herein prior to the publication thereof.  Sunidhi may also provide other financial services to the companies mentioned in this report."

Monday, December 14, 2015

JSW Steel



SUNIDHI SECURITIES & FINANCE PVT. LTD.
Member: National Stock Exchange (Capital, F&O & Debt Market) & The Stock Exchange, Mumbai
SEBI Registration Numbers: NSE: INB 230676436 BSE: INB 010676436


Maker Chamber IV, 14th Floor, Nariman Point, Mumbai: 400 021
Tel: (+91-22) 6636 9669 Fax: (+91-22) 6631 8637  Web-site: http://www.sunidhi.com

Disclaimer: "This Report is published by Sunidhi Securities & Finance  Pvt. Ltd. ("Sunidhi") for private circulation. This report is meant for informational purposes and is not be construed as a solicitation or an offer to buy or sell any securities or related financial instruments. While utmost care has been taken in preparing this report, we claim no responsibility for its accuracy. Recipients should not regard the report as a substitute for the exercise of their own judgment. Any opinions expressed in this report are subject to change without any notice and this report is not under any obligation to update or keep current the information contained herein. Past performance is not necessarily indicative of future results. This Report accepts no liability whatsoever for any loss or damage of any kind arising out of the use of all or any part of this report. Sunidhi and its associated companies, directors, officers and employees may from time to time have a long or short position in the securities mentioned and may sell or buy such securities, or act upon information contained herein prior to the publication thereof.  Sunidhi may also provide other financial services to the companies mentioned in this report."

Sunday, December 13, 2015

CASTROL



SUNIDHI SECURITIES & FINANCE PVT. LTD.
Member: National Stock Exchange (Capital, F&O & Debt Market) & The Stock Exchange, Mumbai
SEBI Registration Numbers: NSE: INB 230676436 BSE: INB 010676436


Maker Chamber IV, 14th Floor, Nariman Point, Mumbai: 400 021
Tel: (+91-22) 6636 9669 Fax: (+91-22) 6631 8637  Web-site: http://www.sunidhi.com

Disclaimer: "This Report is published by Sunidhi Securities & Finance  Pvt. Ltd. ("Sunidhi") for private circulation. This report is meant for informational purposes and is not be construed as a solicitation or an offer to buy or sell any securities or related financial instruments. While utmost care has been taken in preparing this report, we claim no responsibility for its accuracy. Recipients should not regard the report as a substitute for the exercise of their own judgment. Any opinions expressed in this report are subject to change without any notice and this report is not under any obligation to update or keep current the information contained herein. Past performance is not necessarily indicative of future results. This Report accepts no liability whatsoever for any loss or damage of any kind arising out of the use of all or any part of this report. Sunidhi and its associated companies, directors, officers and employees may from time to time have a long or short position in the securities mentioned and may sell or buy such securities, or act upon information contained herein prior to the publication thereof.  Sunidhi may also provide other financial services to the companies mentioned in this report."

Thursday, December 10, 2015

Economy Data

November CPI Inflation Estimates: 5.30% (YoY)
·         India November CPI Inflation is seen rising to a five-month high of 5.30% YoY from 5.00% in October against a comparable 3.27% in Nov’14. The 30 bps rise in headline retail inflation is the aggregate of 26 bps contribution from Food & Beverages group and 4 bps from the Miscellaneous Services. The continuing rise in pulse prices is seen to push the pulses inflation higher to ~46% YoY from 42% in the previous month. The Food & Beverages Group CPI is seen accelerating to 5.92% YoY from 5.34% in Oct. Core CPI in Nov is seen rising to 4.58% YoY from 4.42% in Oct. The Nov’15 Consumer Food Price Index (CFPI) is seen rising in sync with the magnitude in Food & Beverage group to 5.83% YoY from 5.28% in Oct. The past few months trend have been suggesting that monthly CPI Inflation turning out to be higher than the initial estimates at the start of the month. We expect the December-March CPI reading in the range of 5-5.5% which is marginal shift from our earlier upside estimates at 5.3%.

November WPI Inflation Estimates: -2.34% (YoY)
·         India WPI disinflation in November is seen further trimming to -2.34% from -3.81% in Oct as Primary Articles Index comes out of deflationary zone after a gap of six-months and is expected to rise 1.13% YoY as against -0.36% in the previous month. Indeed the pace of narrowing disinflation is gaining momentum owing to price increase in non-tradeable segment of foods and cereals group where inflation is seen in the double digit for the first time since July 2013. We continue to believe that WPI Inflation will be in the positive trajectory by Q4 FY16.  The Fuel Group disinflation is seen receding to -11.5% from -16.3% led by increase in fuel prices of petrol and diesel during the month. The Manufacturing Group WPI Inflation is seen at -1.31% YoY vs -1.67% in the previous month. We expect the Core WPI Inflation at -1.83% YoY vs -2.04% in the previous month.

October IIP Estimates: 7.20% (YoY)
·         India Oct Industrial Production is seen accelerating to a three-year high of 7.2% YoY increase, double that of 3.6% in Sep’15 essentially on a low base of -2.7% in Oct’14 and driven by pick-up in manufacturing growth. The manufacturing growth is seen climbing to 7.4% YoY a sharp increase from 2.6% in Sep’15 as consumer durables production tend to excel in the pre-Diwali festive month. Passenger cars production was reported to have increased 21% YoY as compared to 1% in the previous month. Commercial Vehicles production saw an increase of 13% YoY vs 19% in the previous month. Utility Vehicles and Two Wheelers registered an impressive 27% and 25% growth over the corresponding month last year respectively. The pace of electricity generation continues to be impressive with 9% YoY growth following an eleven-month high growth of 11.4% in the previous month from a comparable 13.7% growth in Oct’14.  Thermal Power Production rose at a slower pace of 13.4% YoY from 20.6% in the previous month. Hydro power generation declined 18.5% YoY from -24% in Sep, continuing to disappoint owing to low reservoir levels. We expect mining growth to have improved to 3.7% YoY from 3.0% in the previous month led by 6.3% YoY increase in Coal Production in spite of high growth of 16.4% from the base month in Oct’14. We believe that high October IIP growth is a one of case and expect growth to moderate below five-percent levels in the coming months.







SUNIDHI SECURITIES & FINANCE PVT. LTD.
Member: National Stock Exchange (Capital, F&O & Debt Market) & The Stock Exchange, Mumbai
SEBI Registration Numbers: NSE: INB 230676436 BSE: INB 010676436


Maker Chamber IV, 14th Floor, Nariman Point, Mumbai: 400 021
Tel: (+91-22) 6636 9669 Fax: (+91-22) 6631 8637  Web-site: http://www.sunidhi.com

Disclaimer: "This Report is published by Sunidhi Securities & Finance  Pvt. Ltd. ("Sunidhi") for private circulation. This report is meant for informational purposes and is not be construed as a solicitation or an offer to buy or sell any securities or related financial instruments. While utmost care has been taken in preparing this report, we claim no responsibility for its accuracy. Recipients should not regard the report as a substitute for the exercise of their own judgment. Any opinions expressed in this report are subject to change without any notice and this report is not under any obligation to update or keep current the information contained herein. Past performance is not necessarily indicative of future results. This Report accepts no liability whatsoever for any loss or damage of any kind arising out of the use of all or any part of this report. Sunidhi and its associated companies, directors, officers and employees may from time to time have a long or short position in the securities mentioned and may sell or buy such securities, or act upon information contained herein prior to the publication thereof.  Sunidhi may also provide other financial services to the companies mentioned in this report."