Thursday, December 04, 2008

>INSIDE TRADING 04-12-2008

524348Aarti Drugs LimitedHarshit M Savla25/11/2008 - 28/11/2008B14250
1722921.47
532975AISHWARYA TELECOM LIMITEDG. Rama Manohar Reddy24/11/2008B10172
356138633.40
515055Anant Raj Industries Ltd.,Shri Ashok Sarin18/11/2008 - 19/11/2008B13102
277853319.41
507828Ansal Housing & Construction Ltd.,Deepak Ansal02/12/2008B33590.02181240910.31
507828Ansal Housing & Construction Ltd.,Kushagr Ansal02/12/2008B2690.008485994.83
507828Ansal Housing & Construction Ltd.,Deepak Ansal01/12/2008B45000.03180905010.30
507828Ansal Housing & Construction Ltd.,Kushagr Ansal01/12/2008B45000.038483304.83
524804Aurobindo Pharma Ltd.P. Suneela Rani.01/12/2008 - 02/12/2008B500000.09615611011.45
512296Bhagyanagar India LimitedSurana Infocom Ltd.14/03/2007 - 28/11/2008B31343
795944210.68
532454Bharti Airtel Ltd.Mr. Akhil Gupta24/11/2008 - 27/11/2008S63636
11441920.06
532330Biopac India Corporation LtdPankaj B Doshi26/11/2008B1400
314934919.68
532330Biopac India Corporation LtdPankaj B Doshi28/11/2008B3600
315294919.70
532330Biopac India Corporation LtdPankaj B Doshi01/12/2008B1000
315394919.71
532813C & C Constructions Ltd.Rajendra Mohan Aggarwal26/11/2008 - 03/12/2008B1225
3691582.02
532339Compucom Software Lt.Compucom Technologies Pvt Ltd.--B83850.03255633610.17
500096Dabur India Ltd.Mr. Sunil Duggal28/11/2008S20000
15311080.17
500096Dabur India Ltd.Mr. Sunil Duggal01/12/2008S25045
15060630.17
531923Dhampure Speciality Sugars Ltd.Mr. Sorabh Gupta--B50000.07184805125.81
526227Filatex India Ltd.Purshottam Bhaggeria28/11/2008 - 01/12/2008B26845
14384948.39
532345Gati LimitedMahendra Kumar Agarwal28/11/2008 - 02/12/2008B34099
15866421.87
532767Gayatri Projects LimitedMr. T. V. Sandeep Kumar Reddy01/12/2008 - 02/12/2008B33634
111282411.01
532767Gayatri Projects LimitedMr. P. Purnachander Rao14/11/2008 - 18/11/2008B60150.066015
532767Gayatri Projects LimitedMr. P. Purnachander Rao19/11/2008 - 25/11/2008B332100.3239225
532715Gitanjali Gems Ltd.Mehul C. Choksi02/12/2008B300000.033610450042.44
532754GMR Infrastructure LimitedGMR Holdings Pvt Ltd.01/12/2008 - 02/12/2008B20500000.11133706361073.43
532754GMR Infrastructure LimitedGMR Holdings Pvt Ltd.28/11/2008B14000000.07133501361073.32
522073Hi-Tech Gears Ltd.,Mr. Pranav Kapuria28/11/2008B1324
3876684.13
522073Hi-Tech Gears Ltd.,Mr. Pranav Kapuria01/12/2008B500
3881684.14
522073Hi-Tech Gears Ltd.,Mr. Anuj Kapuria01/12/2008B500
4042674.31
522073Hi-Tech Gears Ltd.,Mr. Anuj Kapuria28/11/2008B500
4037674.30
514010Himachal Fibres Ltd.,Harish Gupta25/10/2006B311001.0300.00
514010Himachal Fibres Ltd.,Sanjay Goel18/03/2008B400001.3300.00
514010Himachal Fibres Ltd.,Sanjay Goel09/06/2008B841002.8000.00
514010Himachal Fibres Ltd.,Rajesh Gupta12/05/2008B1470004.8900.00
532379IQMS Software Ltd.Dr.Vivek Hebbar02/12/2008 - 03/12/2008B500000.033500000.20
532976Jai Balaji Industries LimitedJai Salasar Balaji Industries Pvt Ltd.28/11/2008B278170.0612945292.75
530405Jindal Capital Ltd.Scan Services Pvt Ltd.18/11/2008B13828
138280.43
502937Kesoram Industries LtdSmt. Sarala Devi Birla25/11/2008B17673
375380.08
502937Kesoram Industries LtdB K Birla25/11/2008B22327
1343210.29
502937Kesoram Industries LtdB K Birla26/11/2008B11000
1453210.31
532067Kilpest India Ltd.Dhirendra Dubey26/11/2008B2000
742001.22
500241Kirloskar Brothers Ltd.,Better Value Holdings Pvt Ltd.28/11/2008B170
5290650550.02
512559Kohinoor Foods LtdTemptation Foods Ltd.24/11/2008B1997250.7521303738.02
500510Larsen & Toubro LimitedMr.A M Naik26/11/2008 - 28/11/2008B5000
22043110.37
523792Mazda Ltd.HSBC Financial Services (Middle East)Ltd24/11/2008S3250007.63--
516082N.R.Agarwal Industries Ltd.Shri Rajendra N. Agarwal26/11/2008B70000.04791603046.51
513023Nava Bharat Ventures LtdD. Ashok02/12/2008B10000
6361000.81
513023Nava Bharat Ventures LtdA. N. Investments Pvt. Ltd.02/12/2008B50000.0035868324.60
513023Nava Bharat Ventures LtdSRT Investments Pvt. Ltd.02/12/2008B5000
29569423.79
530305Piccadily Agro Industries ltd.Siddhartha Vashishta17/11/2008 - 21/11/2008B231470.1018094757.67
507498Piccadily Sugar & Allied Ltd.Siddhartha Vashishta17/11/2008 - 21/11/2008B2478
459782215.58
522205Praj Industries Ltd.Parimal Chaudhari01/12/2008B92898
64655463.52
500354Rajshree Sugars & Chemicals Ltd.,Rajshree Pathy02/12/2008B2624
710734031.32
500354Rajshree Sugars & Chemicals Ltd.,Rajshree Pathy28/11/2008 - 01/12/2008B1800
710471631.31
532993Sejal Architectural Glass LimitedShantilal Shivji Gada01/12/2008B1000
13715004.90
532993Sejal Architectural Glass LimitedAmrut Shivji Gada28/11/2008 - 01/12/2008B1000
26468399.45
532348Subex LtdSubash Menon28/11/2008B500
23202186.65
532348Subex LtdSubash Menon01/12/2008B4296
23245146.67
532348Subex LtdSubash Menon02/12/2008B649
23251636.67
507450Thiru Arooran Sugars Industries,Mustang Trading & Investments P. Ltd.19/11/2008B387070.34156517313.83
500148Uflex LimitedAnshika Consultants Pvt Ltd26/11/2008B1352
27718086
500148Uflex LimitedAnshika Consultants Pvt Ltd28/11/2008B68
27718154
524200Vinati Organics Ltd.,Vinati Saraf11/11/2008 - 21/11/2008B98720.10998721.01
524200Vinati Organics Ltd.,Suchir Chemicals Pvt. Ltd.25/11/2008 - 02/12/2008B138170.149351179.47
B - Buy
S - Sale

RESEARCH REPORTS

>Gateway peace march(Pictures)

Not only did thousands of people turn up for the peace March at the Gateway of India yesterday but they were loud and clear of what they wanted ..... "A Change & Action not bashan "(lectures)

This is what the people of Mumbai felt about our so called babus and netas( local terrorists )





















RESEARCH REPORTS

Wednesday, December 03, 2008

>INSIDE TRADING 03-12-2008

500410ACC LtdMr. M L Narula26/11/2008S10000
30000
532762Action Construction Equipments Ltd.Mr. Vijay Agarwal25/11/2008B29900
2945555032.77
532762Action Construction Equipments Ltd.Mrs. Mona Agarwal26/11/2008B25852
2495810227.77
500425Ambuja Cements Ltd.Shri A L Kapur25/11/2008B1250
1159920
500425Ambuja Cements Ltd.P B Kulkarni25/11/2008S10000
8371840.05
532828AMD Industries LtdHarswarup Gupta26/11/2008B17090
18564709.68
531761Amulya Leasing & Finance Ltd.Manohar Lal Gupta (HUF)06/11/2008B70000021.60753100
531761Amulya Leasing & Finance Ltd.Imarti Devi06/11/2008B72150022.25729400
531761Amulya Leasing & Finance Ltd.PCL Enterprises Ltd06/11/2008S70000021.60--
531761Amulya Leasing & Finance Ltd.Sparking India Finshares Ltd06/11/2008S45000013.88--
531761Amulya Leasing & Finance Ltd.Rinki Petrolium & Ind. Ltd06/11/2008S2000006.17--
532935Aries Agro Limited,Dr. Jimmy Mirchandani26/11/2008B20000
169684313.05
524804Aurobindo Pharma Ltd.P. Suneela Rani.27/11/2008B255000.05604211011.24
524804Aurobindo Pharma Ltd.P. Suneela Rani.29/11/2008B640000.12610611011.36
524804Aurobindo Pharma Ltd.P. Suneela Rani.26/11/2008B195000.04601661011.19
530871Chembond Chemicals Ltd.Nirmal V. Shah.26/11/2008B564
--
531900Chirawa Cements Ltd.Tanvi Fincap Private Ltd25/11/2008B72621010.7272621010.72
526829Confidence Petroleum India LimitedMr. Nitin Poonamchand Khara28/11/2008B10000
4991571
531923Dhampure Speciality Sugars Ltd.Mr. Sorabh Gupta--B200000.28183805125.67
531923Dhampure Speciality Sugars Ltd.Mr. Sorabh Gupta--B70000.10181805125.39
532696Educomp Solutions LtdFMR LLC & FIL Ltd & their Subsidiaries25/11/2008B1300000.758937085.17
532322Elder Pharmaceuticals LtdSemit Pharmaceuticals & Chemicals PvtLtd20/11/2008 - 25/11/2008B11908
18062269.57
532322Elder Pharmaceuticals LtdSemit Pharmaceuticals & Chemicals PvtLtd21/11/2008S743
18054839.57
532521Four Soft LimitedMr. Palem Srikanth Reddy25/11/2008 - 01/12/2008B31565
854623921.94
532715Gitanjali Gems Ltd.Mehul C Choksi28/11/2008B300000.043607450042.41
532334HB Estate Developers Ltd.Shri H C Bhasin24/11/2008B150
549206245.61
532379IQMS Software Ltd.Dr.Vivek Hebbar19/11/2008 - 24/11/2008B500000.033000000.17
532379IQMS Software Ltd.Firstcall India Equity Advisors Pvt Ltd02/12/2008B4000000.212470571212.84
532479ISMT LimitedMr.A K Jain21/11/2008B10000
18871891.29
500875ITC LtdMr.Anup Singh21/11/2008S180
87390
500875ITC LtdMr. Anup Singh25/11/2008B116530
203920
500875ITC LtdMr. B B Chatterjee24/11/2008S1000
46000
532976Jai Balaji Industries LimitedJai Salasar Balaji Industries Pvt Ltd.25/11/2008B456000.1012178702.59
532976Jai Balaji Industries LimitedJai Salasar Balaji Industries Pvt Ltd.26/11/2008B488420.1012667122.69
509715Jay Shree Tea & Industries Ltd.,Smt. Jayashree Mohta28/11/2008B3400
3200783.00
530405Jindal Capital Ltd.Sarita Agarwal.17/11/2008B8050
1208653.77
530405Jindal Capital Ltd.Sarita Agarwal.28/11/2008B1459
1314404.10
531543Jindal Worldwide Ltd.Mr. Amit Y Agrawal25/11/2008S11000005.492832001.41
531543Jindal Worldwide Ltd.Dr. Yamunadutt A Agrawal25/11/2008B11000005.49329480016.43
502937Kesoram Industries LtdSmt. Sarala Devi Birla24/11/2008B1515
198650.04
512559Kohinoor Foods LtdTemptation Foods Ltd.25/11/2008B502750.192180648
500247Kotak Mahindra Bank Ltd.Vyomesh D Kapasi24/11/2008S10000
24050
530813KRBL Ltd.Mr. Anil Kumar Mittal26/11/2008B30000
17561017.22
530813KRBL Ltd.Mr. Arun Kumar Gupta26/11/2008B30000
18231007.50
530813KRBL Ltd.Mr.Anoop Kumar Gupta26/11/2008B30000
17960007.38
516007Mangalam Timber Products Ltd.,Smt. Vidula Jalan.28/11/2008B1661
584300.31
501343Motor & General Finance (M.G.F.) LtRam Prakash & Co Pvt Ltd.--B41600.025006892.58
524816Natco Pharma Ltd.V. C. Nannapaneni & HUF28/11/2008B5429
787124628.07
513023Nava Bharat Ventures LtdD Ashok01/12/2008B15000
6261000.80
513023Nava Bharat Ventures LtdA N Investments Private Ltd01/12/2008B150000.0135818324.59
513023Nava Bharat Ventures LtdSRT Investments Private Ltd01/12/2008B15000
29519423.78
532912Net 4 India Ltd.Sterling Capital Pvt Limited--B209430.12222241413.26
532912Net 4 India Ltd.Sterling Capital Pvt Ltd--B334920.19213419212.74
532912Net 4 India Ltd.Sterling Capital Pvt Ltd--B67279
220147113.14
531349Panacea Biotec Ltd.First Lucre Partnership Co.24/11/2008 - 26/11/2008B532360.084084750.61
526247Premier Explosives Ltd.A N Gupta - HUF28/11/2008B25000.033539874.35
526801PSL LimitedMr. Ashok Punj11/11/2008 - 17/11/2008B5000
489789011.46
531273Radhe Developers (India) ltd.Ashish P Patel24/11/2008B1750
189825118.64
500354Rajshree Sugars & Chemicals Ltd.,Rajshree Pathy25/11/2008 - 26/11/2008B36384
710291631.30
531033Regal Entertainment & Consultants Ltd.Shri Satish Kusumbiwal24/11/2008 - 28/11/2008B2037
--
531033Regal Entertainment & Consultants Ltd.Shri Dinesh Gupta01/12/2008B1000
--
526496Rubber Products Ltd.Sucharita Ramkrishna Hegde21/11/2008B28350
1477613.61
500368Ruchi Soya Industries ltd.Shiva Foundation21/11/2008B707000
68309653.62
511754Shalibhadra Finance Ltd.Mrs.Sheetal M Doshi02/12/2008B500
103343720.66
532793Shree Ashtavinayak Cine Vision LtdDahlia Traders Pvt Ltd02/12/2008S20000.01341582732.59
524542Sukhjit Starch & Chemicals Ltd.Shri Puneet Sardana20/11/2008 - 21/11/2008B700
3375054.57
524542Sukhjit Starch & Chemicals Ltd.Shri Dhiraj Sardana20/11/2008 - 21/11/2008B1145
3456474.68
524542Sukhjit Starch & Chemicals Ltd.Shri Dhiraj Sardana24/11/2008 - 26/11/2008B4500
3501074.74
532804Technocraft Industries (India) Ltd.Subhash Khandelwal25/11/2008S2400
10442
532356Triveni Engineering & Industries LtdNalanda India Fund Ltd.25/11/2008B142492845.532578800010.00
532356Triveni Engineering & Industries LtdCLSA (Mauritius) Ltd.25/11/2008S142492845.53--
532953V-Guard Industries Ltd.Kochouseph Chittilappilly24/11/2008 - 26/11/2008B23175
642996421.54
B - Buy
S - Sale

RESEARCH REPORTS

>Top 20 cash rich companies

In the current scenario, where every event is marked with
uncertainties and good companies are available at never-seenbefore
valuations, we decided to conduct an analysis based on
cash balances with the companies.

In this approach, we have undertaken the following steps –
1. We chose BSE 500 (excluding banking stocks) as our
universe, thereby covering ~84% of the BSE market
capitalization.

2. We ranked the companies on the basis of Net Cash Balance
as a percentage of Market Capitalization.

3. In step 2, we found 147 companies to be net cash positive as
per the last audited results. The remaining companies were
excluded from further analysis.

4. Thereafter, we removed the companies with a market
capitalization of less than Rs 2,000 crore. After this, we
were left with 20 companies.

5. The top 8 (on the basis of ranks in step 2) of these 20
companies have been presented in this report, alongwith
our views.

The Top 8

• Hindustan Zinc
• NALCO
• Bharat Electronics
• MTNL
• Neyveli Lignite Corporation
• Satyam Computers
• Thermax
• Maruti Suzuki

Read full report here Top 20 cash rich companies

RESEARCH REPORTS