Tuesday, November 25, 2008

>INSIDE TRADING 25-11-2008

532727Adhunik Metaliks Ltd.Goldman Sachs Invest. (Mauritius) Ltd04/11/2008 - 14/11/2008B1000
--
532727Adhunik Metaliks Ltd.Goldman Sachs Invest.(Mauritius) Ltd04/11/2008 - 14/11/2008S5007563
--
532935Aries Agro Limited,Dr. Jimmy Mirchandani14/11/2008B16392
164323512.64
531590Bilpower Ltd.Suresh Kumar Choudhary18/11/2008B100000.092591452.46
501833Chowgule Steamships Ltd.,Vijay Vishwasrao Chowgule19/11/2008 - 20/11/2008B44739
6853291.89
512018CNI Research LtdK P Ostwal HUF21/11/2008B500000.16702500.23
532339Compucom Software Lt.Compucom Technologies Pvt. Ltd.--B105000.04254795110.14
532608Deccan Chronicle Holdings Ltd.T Venkattram Reddy21/11/2008B160000
5057741620.65
532608Deccan Chronicle Holdings Ltd.T Vinayak Ravi Reddy21/11/2008B160000
5057741620.65
532608Deccan Chronicle Holdings Ltd.P K Iyer21/11/2008B160000
5057741620.65
506401Deepak Nitrite LimitedC K Mehta14/11/2008 - 18/11/2008B298790.332582592.88
511072Dewan Housing Finance Corpn. Ltd.,Wadhawan Holdings Pvt Ltd.19/11/2008B256920.0437183416.14
511072Dewan Housing Finance Corpn. Ltd.,Wadhwan Holdings Pvt Ltd20/11/2008B410000.0737593416.21
531923Dhampure Speciality Sugars Ltd.Mr. Sorabh Gupta--B70000.10180205125.16
531923Dhampure Speciality Sugars Ltd.Mr. Sorabh Gupta--B9010.01179505125.07
531923Dhampure Speciality Sugars Ltd.Mr. Sorabh Gupta--B40000.06179415025.05
532684Everest Kanto Cylinders Ltd.Mrs.Suman Khurana21/11/2008B5190
1393550713.78
532521Four Soft LimitedMr. Palem Srikath Reddy19/11/2008B40103
849448021.80
509563Garware Marine Industries Ltd.,Mr. Ashok B Garware01/10/2008 - 19/11/2008B25112
4455939.01
532715Gitanjali Gems Ltd.Mehul C Choksi20/11/2008B1350000.163601850042.34
532715Gitanjali Gems Ltd.Mehul C Choksi19/11/2008B3250000.383588350042.18
532980Gokul Refoils and Solvent LimitedPacific Corporate Services Ltd.20/11/2008S100000.0410767134.08
532980Gokul Refoils and Solvent LimitedPacific Corporate Services Ltd.19/11/2008B494820.1910867134.12
501455Greaves Cotton Ltd.M/s. Bharat Projects Pvt. Ltd.18/11/2008B250000.05--
501455Greaves Cotton Ltd.M/s. Karun Carpets Pvt. Ltd18/11/2008B200000.04--
512579Gujarat NRE Coke Ltd.Brinda Dealing Pvt. Ltd.19/11/2008B7310000.15189963484.03
509073Hathway Bhawani Cabletel & DatacomKuldeep Puri03/11/2008 - 12/11/2008B25400
1556251.94
532747Kingfisher Airlines LimitedCapt G R Gopinath17/11/2008S425000
118426384.45
500510Larsen & Toubro LimitedMr. A.M. Naik18/11/2008 - 20/11/2008B72161
21993110.37
505523Maharashtra Industrial Leasing & Inv.Ltd.Tilokchand Kothari18/11/2008B353061.001221063.46
501343Motor & General Finance (M.G.F.) LtRam Prakash & Co. Pvt. Ltd.--B135850.074426892.28
531096Mount Everest Mineral Water Ltd.Tata Tea Ltd19/11/2008B200000.051222065335.94
513023Nava Bharat Ventures LtdP. Trivikrama Prasad21/11/2008B7050
14799921.90
513023Nava Bharat Ventures LtdP Rajashree21/11/2008B10000
13998501.79
513023Nava Bharat Ventures LtdP.Shruthi21/11/2008B10000
20749912.66
513023Nava Bharat Ventures LtdDevineni Rajasekhar21/11/2008 - 22/11/2008B30000
28299053.63
513023Nava Bharat Ventures LtdA N Investments Private Ltd21/11/2008B200000.0234968324.48
511551Networth Stock Broking Ltd.S P Jain21/11/2008B30000
270122324.05
530305Piccadily Agro Industries ltd.Sh. Siddhartha Vashishta10/11/2008 - 12/11/2008B90310.0317863287.57
507498Piccadily Sugar & Allied Ltd.Sh. Siddhartha Vashishta10/11/2008 - 14/11/2008B66340.02459534415.57
526801PSL LimitedMr.Ashok Punj--B5000
489289011.45
526801PSL LimitedMr. Alok Punj--B4500
1095000.25
526801PSL LimitedMr. Alok Punj--B5500
1150000.26
531273Radhe Developers (India) ltd.Ashish P Patel19/11/2008B100
187271718.40
531273Radhe Developers (India) ltd.Ashish P Patel20/11/2008B14838
188755518.54
530631Rose Zinc Ltd.Mrs. Usha A Mehta10/11/2008B100
3520004.35
511754Shalibhadra Finance Ltd.Mrs.Sheetal M Doshi21/11/2008B201
103103720.61
511754Shalibhadra Finance Ltd.Mrs. Sheetal M Doshi20/11/2008B101
103083620.60
512499Shalimar Productions Ltd.Tilokchand Kothari18/11/2008B337060.155330932.35
524542Sukhjit Starch & Chemicals Ltd.Shri Dhiraj Sardana17/11/2008 - 18/11/2008B226
3445024.67
524542Sukhjit Starch & Chemicals Ltd.Shri Puneet Sardana17/11/2008 - 18/11/2008B543
3368054.56
507785Tainwala Chemicals & Plastics LtdDungarmal Tainwala21/11/2008B1200
222112023.71
500148Uflex LimitedAnshika Consultants Pvt Limited19/11/2008 - 20/11/2008B4615
27716104
500148Uflex LimitedAnshika Consultants Pvt Ltd21/11/2008B382
27716486
526879UT Ltd.Smt. Vandana Khaitan18/11/2008B930
1394332.29
526879UT Ltd.Smt.Vandana Khaitan20/11/2008 - 21/11/2008B1499
1409322.31
532953V-Guard Industries Ltd.Kochouseph Chittilapilly17/11/2008 - 19/11/2008B16973
637594321.36
B - Buy
S - Sale

RESEARCH REPORTS

Monday, November 24, 2008

>INSIDE TRADING 24-11-2008

531897Accentia Technologies Ltd.Pradeep Suseela Viswambharan20/11/2008B900
173129413.27
532828AMD Industries LtdHarswarup Gupta20/11/2008B50036
18393809.59
500096Dabur India Ltd.Mr. Ambati Sudhakar04/11/2008 - 11/11/2008S10000
2284520.02
532608Deccan Chronicle Holdings Ltd.T. Venkattram Reddy20/11/2008B100000
5041741620.59
532608Deccan Chronicle Holdings Ltd.T. Vinayak Ravi Reddy20/11/2008B100000
5041741620.59
532608Deccan Chronicle Holdings Ltd.P.K. Iyer20/11/2008B100000
5041741620.59
522261Dolphin Offshore Enterprises (India) ltd.Rear Admiral Kirpal Singh18/11/2008B525
4818075.04
522261Dolphin Offshore Enterprises (India) ltd.Satpal Singh18/11/2008B1000
6564116.86
522261Dolphin Offshore Enterprises (India) ltd.Satpal Singh19/11/2008B475
6568866.87
532487ECE Industries Ltd.Mr. Prakash Kumar Mohta14/11/2008B126300
1274802.90
532768FIEM INDUSTRIES LIMITEDSeema Jain20/11/2008B16848
134692711.26
512579Gujarat NRE Coke Ltd.Brinda Dealing Pvt Ltd.18/11/2008B7000000.15182653483.85
509073Hathway Bhawani Cabletel & DatacomKuldeep Puri03/11/2008 - 12/11/2008B25400
1556251.94
532334HB Estate Developers Ltd.Shri H C Bhasin20/11/2008B20250.02549157545.60
532334HB Estate Developers Ltd.Shri H C Bhasin21/11/2008B337
549191245.61
532333HB Portfolio Ltd.Shri H C Bhasin20/11/2008B8250.01547912045.69
532333HB Portfolio Ltd.Shri H C Bhasin21/11/2008B90
547921045.69
532636India Infoline Ltd.Mr. Ketan Malkan21/11/2008S5000
--
532976Jai Balaji Industries LimitedK.D.Jajodia Steel Industries Pvt Ltd.18/11/2008B230500.0523858335.06
522259Kalindee Rail Nirman (Engineers) LtL & T Capital Company Ltd18/11/2008B9355088.33156350213.92
516007Mangalam Timber Products Ltd.,Smt. Vidula Jalan17/11/2008B11839
266880.14
516007Mangalam Timber Products Ltd.,Smt. Vidula Jalan18/11/2008B3091
297790.16
516007Mangalam Timber Products Ltd.,Smt. Vidula Jalan19/11/2008B3988
337670.18
516007Mangalam Timber Products Ltd.,Smt. Vidula Jalan20/11/2008B6279
400460.22
523704Mastek LimitedSudhakar Ram.19/11/2008B1000
278208110.34
523704Mastek LimitedAshank Desai.19/11/2008B999
317747911.81
523704Mastek LimitedKetan Mehta.19/11/2008B1315
25095009.33
523704Mastek LimitedSudhakar Ram.20/11/2008B1500
278358110.35
523704Mastek LimitedAshank Desai.20/11/2008B1500
317897911.82
523704Mastek LimitedKetan Mehta.20/11/2008B1500
25110009.34
524816Natco Pharma Ltd.Rajiv Nannapaneni.18/11/2008 - 19/11/2008B15962
8760723.12
513023Nava Bharat Ventures LtdP Trivikrama Prasad20/11/2008B10000
14729421.89
513023Nava Bharat Ventures LtdA N Investments Private Ltd.20/11/2008B200000.0234768324.46
532864Nelcast LimitedP Radhakrishna Reddy18/11/2008B4348
509436529.27
532864Nelcast LimitedP Radhakrishna Reddy20/11/2008B4379
509874429.30
500304NIIT Ltd.,Mrs. Neeti Pawar17/11/2008 - 20/11/2008B2310000.1412300990.75
500304NIIT Ltd.,Mrs. Renuka Vijay Thadani17/11/2008 - 20/11/2008B2310000.149336170.57
532391Opto Circuits (India) Ltd.Mrs. Usha Ramnani14/11/2008B10000
34576683.67
511525Pan India Corporation LtdShalani Dhoop Pvt Ltd.18/11/2008B213456009.96213457009.96
532606Parekh Aluminex Ltd.Amitabh Arun Parekh12/11/2008B265000
8066505.21
531879Pioneer Distilleries Ltd.K Sudhir Rao05/11/2008 - 17/11/2008B185000.16239385620.36
531879Pioneer Distilleries Ltd.K Suhan Rao05/11/2008 - 17/11/2008B185000.16239110420.34
531273Radhe Developers (India) ltd.Ashish P Patel17/11/2008 - 18/11/2008B11650
187261718.39
507315Sakthi Sugars Ltd.N Mahalingam31/10/2008 - 19/11/2008B15000
1451000.46
507315Sakthi Sugars Ltd.M Manickam03/11/2008 - 19/11/2008B29000
16900015.39
532993Sejal Architectural Glass LimitedAmrut Shivji Gada17/11/2008B71589
26458399.44
532993Sejal Architectural Glass LimitedMitesh Karji Gada19/11/2008B50000
13332504.76
532993Sejal Architectural Glass LimitedMitesh Karji Gada20/11/2008B32500
13657504.87
532993Sejal Architectural Glass LimitedShantilal Shivji Gada19/11/2008B50000
13380004.78
532993Sejal Architectural Glass LimitedShantilal Shivji Gada20/11/2008B32500
13705004.89
532348Subex LtdSubhash Menon17/11/2008B110000
21813076.25
532348Subex LtdSubhash Menon18/11/2008B3000
21843076.26
532348Subex LtdSudeesh Yezhuvath17/11/2008B37630
2798900.80
532348Subex LtdSudeesh Yezhuvath18/11/2008B14865
2947550.84
532348Subex LtdSudeesh Yezhuvath19/11/2008B20505
3152600.90
532348Subex LtdSubash Menon20/11/2008B9000
22383076.42
532348Subex LtdSubash Menon19/11/2008B45000
22293076.39
532804Technocraft Industries (India) Ltd.Sharad Kumar Saraf21/11/2008B672
2248020.71
532804Technocraft Industries (India) Ltd.Sudarshan Kumar Saraf21/11/2008B13
855418727.13
532804Technocraft Industries (India) Ltd.Sharad Kumar Saraf20/11/2008B2077
2241300.71
532804Technocraft Industries (India) Ltd.Sudarshan Kumar Saraf20/11/2008B2460
855417427.13
500148Uflex LimitedAnshika Consultants Pvt Ltd.18/11/2008B540
27711489
500148Uflex LimitedAnshika Consultants Pvt Ltd17/11/2008B1015
27710949
532824Vijayeswari Textiles Ltd.HSBC Bank( Mauritius) Ltd17/11/2008B14011927.7114011927.71
B - Buy
S - Sale


RESEARCH REPORTS

>CITI GROUP INVESTMENT HOLDINGS(INDIA)

The holdings of CITI GROUP in INDIA



RESEARCH REPORTS

Sunday, November 23, 2008

>FII Selling Pattern (year 2008)

Weekend,Its raining here in Bangalore had nothing constructive to do,
Thought let me ramble with FII selling we witnessed this year(2008) till now.

In 2008 top three months of wealth destruction till now are

January

June

October

October being the darkest month of the year till now.

January (OHLC)=6138,6356,4450,5171 A loss of 15%

June (OHLC)=4870,4906,4022,4025 A loss of 17%

October (OHLC)=3921,4000,2253,2905 A loss of 27%

Lets compare the FII selling in these 3 months

January FII sold=-17,226.90 (cr)

June FII sold =
-10,577.70 (cr)

October FII sold=
-14,248.60 (cr)

Now run your eye through the attached chart of nifty.

It clearly shows though the fall was steep traders/Investors were quite eager to buy
because by the time month ended more than half of fall was retraced (Traders were hopeful)

Come to June its calm compare to January but absolutely no retrace and the month ended
quite near to the monthly low.(Traders sold too not hopeful of rise) One thing to look for
though this being the lowest out of the three months comparing FII selling .Still it managed to shave off 17% off Nifty.

The October comes darkest of the three "mayhem" Bear salsa world over FII sold lesser than
compared to January but we witnessed Nifty being lighter by 27% .
Distress sale,Panic sale etc etc and what not.Long term investors sold there blue chips.
Sentiments negative to the core no one wanted to talk about stocks etc etc.

Then suddenly from no where we witnessed sharp and swift rally in October itself
From a low of 2250 to 2900 that's 650 points in a week, Of course on low volumes:)
Retail was quite scared to buy.

Data source :-Moneycontrol
RESEARCH REPORTS