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June 30, 2015

Persistent system annual report

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Morgan Stanley Picks 1.14 Cr Shares of Granules India

29-Jun-15 GRANULES Granules India Limited MORGAN STANLEY ASIA (SINGAPORE) PTE SELL 31086 83.58
29-Jun-15 GRANULES Granules India Limited RIDGEBACK CAPITAL ASIA LIMITED SELL 11441350 78.85

June 25, 2015

RadhaKishan damani invests into INDIA CEMENTS

25-Jun-15  INDIACEM  The India Cements    Limited                                   DERIVE                   INVESTMENTS BUY  2071580  86.61

June 24, 2015

SUN TV -FII OFFLOADING

24-Jun-15   SUNTV   Sun TV Network Limited    HERMES INV FNDS PLC ON BHLF OF                  HERMES EMERG ASIA EQUITY FUND SELL            2929525           296.31

Gateway Distripark Ltd FUND ACTION

http://corporates.bseindia.com/xml-data/corpfiling/AttachLive/33BE05D3_5134_4F64_B598_4FC099B592B0_193325.pdf

Morgan stanley Logs out of NIIT TECH

23-Jun-15  NIITTECH NIIT    Technologies   Limited  MORGAN    STANLEY     ASIA (SINGAPORE) PTE SELL  308543  403.01

MAHINDRA LIFE SPACE BULK DEAL TRACKER

23-Jun-15   MAHLIFE    Mahindra  Lifespace  DevLtd FID FUNDS   MAURITIUS  LIMITED SELL  445870     410.01

Reliance wealth management spins into Nitin spinners

23-Jun-15 NITINSPIN Nitin Spinners Limited RELIANCE WEALTH MANAGEMENT LIMITED BUY 458964 73.04

June 22, 2015

Porinju buys into V2 RETAIL-22.06.2015

V2RETAIL V2 Retail Limited SUNNY VELIYATH PORINJU BUY 126459 39.54

Hdil bulk deal follow up

22/06/2015532873HDILNOMURA SINGAPORE LIMITEDB2,438,45189.25
22/06/2015532873HDILGOLDMAN SACHS SINGAPORE PTES2,489,32689.29

June 2, 2015

ORIENT BELL INVESTOR PRESENTATION

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GAYATRI PROJECTS PRESENTATION

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Result Updates - Glenmark Pharma, Indian Hotels, Reliance Communications, National Aluminium Co Ltd, Kalpataru Power Transmission

IIFL
Glenmark Pharmaceuticals (Q4 FY15) - BUY
CMP Rs861, Target Rs1,000, Upside 16.2%
  • Revenues, margin in line but PAT marred by one off settlement claim in US
  • US portfolio is set for strong rebound on back of key upcoming launches including Zetia
  • Revise estimates but maintain conviction BUY with fresh 9-12mth target of Rs1,000
Click here for the detailed report on the same.
Indian Hotels (Q4 FY15) - Accumulate
CMP Rs101, Target Rs110, Upside 8.8%
  • Sluggish demand environment, supply growth lead to modest 5.7% yoy rise in standalone Q4 revenues
  • Q4 and FY15 margins under pressure on the back of negative operating leverage headwind
  • Lackluster performance likely to continue until ARRs, occupancies show traction; retain Accumulate
Click here for the detailed report on the same.
Reliance Communications (Q4 FY15)
CMP Rs66, Target Rs70, Upside 6.5%
  • Q4 revenues at +4.8% qoq ahead of estimate on sequential growth in India and global operations
  • India traffic growth up robust 4.5% qoq while voice pricing declines; India EBIDTA margin fell 60bps qoq while Global EBIDTA margin jumps ~850bps qoq
  • Lacks near term triggers would potentially restrict stock upside; retain Accumulate with revised 9-12mth target of Rs70
Click here for the detailed report on the same.
National Aluminium Co Ltd (Q4 FY15) - BUY
CMP Rs48, Target Rs62, Upside 26.5%
  • NALCO’s operational numbers were lower than our estimate due to lower external alumina sales
  • Alumina sales volume declined 24% yoy due to delay in shipment and higher internal consumption
  • Aluminium production improved by 7.8% yoy due to improving coal supply
  • Operating profit of Rs4.3bn was lower than our estimate due to a miss in alumina sales
  • Alumina sales to drive earnings; Maintain BUY with a price target of Rs62
Click here for the detailed report on the same.
Kalpataru Power Transmission Ltd (Q3 FY15) - Accumulate
CMP Rs222, Target Rs240, Upside 8.1%
  • KPTL’s standalone results were disappointing on account of 7% decline in revenue
  • The decline in topline was largely due to shrinking order book and a miss in execution in the Transmission & Distribution (T&D) space
  • Margins improved marginally by 33bps to 9.8%, lower than our estimate
  • Order inflow at Rs. 845cr in Q4 FY15 was largely on account of orders in the T&D space and from the MENA region. The company is also L1 in orders worth Rs. 2,000cr
  • Management remained confident of delivering margins above 10% in FY16 and 15% growth in topline for the standalone entity
  • Near term earnings to remain subdued; Maintain Accumulate with a price target of Rs240
Click here for the detailed report on the same.

Warm Regards,
Amar Ambani
Head of Research, IIFL

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