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Saturday, November 05, 2011

Tata Sponge, HPCL, IPCA Labs, HUL, Colgate, Birla Corp


Tata Sponge, HPCL, IPCA Labs, HUL, Colgate, Birla Corp

Indoco Remedies


Indoco Remedies

Weekly Review - Nov 5 2011


Weekly Review - Nov 5 2011

Latest - Rakesh Jhunjhunwala - Nov 2011 Portfolio Update


Company

%Holding

No of Shares (in Lakhs)

Rs Crore

A2Z Maintenance and Engineering Services17.22127.73216
Viceroy Hotels10.0242.5012
Geojit BNP Paribas Financial Services7.88180.0033
Praj Industries7.39136.54115
Bilcare7.3717.3554
Titan Industries7.15635.091,377
Rallis India6.47125.92207
Ion Exchange (India)6.478.7511
Geometric6.2939.4018
Zen Technologies5.064.505
Agro Tech Foods4.5211.0145
VIP Industries4.4712.6320
Adinath Exim Resources Ltd4.451.830
Autoline Industries4.265.205
Delta Corp3.3575.0076
Titan Industries2.49221.16479
Alphageo (India)2.431.251
Reliance Broadcast Network2.2017.5011
Sterling Holiday Resorts (India)2.1612.5013
Lupin2.0290.25436
NCC1.9550.0026
A2Z Maintenance and Engineering Services1.8914.0024
Subex1.8012.505
Provogue (India)1.6619.005
Hindustan Oil Exploration Company1.5720.5024
Mcnally Bharat Engineering1.484.605
VIP Industries1.454.106
Hindustan Oil Exploration Company1.3517.6221
Pantaloon Retail (India) - B-DVR1.322.113
Viceroy Hotels1.185.001

Company

%Holding

No of Shares (in Lakhs)

Rs Crore

Bilcare1.142.688

Ashok Leyland, SAIL, Jubilant Foodworks


Ashok Leyland, SAIL, Jubilant Foodworks

Bajaj Electricals


Bajaj Electricals

NTPC, Maruti Suzuki, Wipro, Hindustan Unilever, Colgate, IPCA Labs, Ballarpur Industries, Bank of Baroda


NTPC, Maruti Suzuki, Wipro, Hindustan Unilever, Colgate, IPCA Labs, Ballarpur Industries, Bank of Baroda

Sun TV - all is not well


A day after Kalanithi Maran's Sun TV met analyst expectations on Q2 topline and bottomline, analysts on Friday for the first time spotted signs of pressure on the media house's revenues due to recent policy issues, including the nationalisation of cable distribution business in TN.

Accordingly, Sun TV's subscription revenues from analog (contribution from cable distributors) fell 16% to Rs 47 crore in Q2 compared to Q1. Its revenues from direct-to-home (contribution from DTH operators for content) was down 6% quarter-on-quarter to Rs 79 crore. Both these revenue streams had grown over the year-ago period.

Via Economic Times

Gujarat Gas


Gujarat Gas

SAIL, Sun TV, Mcleod Russel


SAIL, Sun TV, Mcleod Russel

Jubilant Foodworks, Karnataka Bank, Manappuram Finance, SAIL, Taj GVK Hotels


Jubilant Foodworks, Karnataka Bank, Manappuram Finance, SAIL, Taj GVK Hotels

India Strategy - Earnings Tracker


India Strategy - Earnings Tracker

Sun TV - Weak Revenue Outlook


Sun TV - Weak Revenue Outlook

India Real Estate


India Real Estate

India Strategy - Nov 5 2011


India Strategy - Nov 5 2011

Bharti Airtel Limited


Bharti Airtel Limited

India Equity Strategy


India Equity Strategy

Jubilant Foodworks


Jubilant Foodworks

Ashok Leyland Limited


Ashok Leyland Limited

SAIL


SAIL

Prestige Estates


Prestige Estates

Bharti Airtel Results


Bharti Airtel Results

TRF


TRF

Sona Koyo Steering


Sona Koyo Steering

TVS Motors


TVS Motors