MCX SPOT Closing Rate 24-May-08

SPOT Closing Rate
GOLD-925.35
SILVER-18.22
CRUDE/USA-131.73
CRUDE/BRENT-131.90
INR-42.70
EUR-1.5763
GBP-1.9802
JPY-103.39

Ex-Date 26-May-08

A B B Limited 26-MAY-08 110% Dividend & A.G.M.
Eicher Motors Limited 26-MAY-08 AGM/DIVIDEND-50%

Bulk Deals 23-May-08

BULK DEAL BSE
Deal Date Company Name Client Name Deal Type Quantity
Price
Deal Trade
23-MAY-08 Aishwarya Telecom Limited MANISH V SARVAIYA Buy 116864 101.8 101.3
23-MAY-08 Aishwarya Telecom Limited MANISH V SARVAIYA Sell 116864 101.74 101.3
23-MAY-08 Aishwarya Telecom Limited MATRIX EQUITRADE PVT LTD Buy 65612 101.04 101.3
23-MAY-08 Aishwarya Telecom Limited MATRIX EQUITRADE PVT LTD Sell 65612 100.97 101.3
23-MAY-08 Aishwarya Telecom Limited N D NISSAR Buy 90374 101.5 101.3
23-MAY-08 Aishwarya Telecom Limited N D NISSAR Sell 90374 101.64 101.3
23-MAY-08 Aishwarya Telecom Limited PREM MOHANLAL PARIKH Buy 100000 101 101.3
23-MAY-08 Aishwarya Telecom Limited S. M. NISSAR Buy 307357 101.82 101.3
23-MAY-08 Aishwarya Telecom Limited S. M. NISSAR Sell 307357 102.01 101.3
23-MAY-08 Aishwarya Telecom Limited SANJAY KUMAR YADAV Buy 64475 101.07 101.3
23-MAY-08 Aishwarya Telecom Limited SANJAY KUMAR YADAV Sell 64475 101.64 101.3
23-MAY-08 Aishwarya Telecom Limited SMITA VILAS MARATHE Buy 331275 100.91 101.3
23-MAY-08 Aishwarya Telecom Limited SMITA VILAS MARATHE Sell 331275 101.35 101.3
23-MAY-08 Anjani Synthetics Limited NILESH RASIKLAL PANDYA Buy 128017 46.87 47.5
23-MAY-08 Computer Point Limited ANOOP NOPANY Sell 66000 5.1 4.82
23-MAY-08 Contil India Limited SAURBH MOHAN Buy 21890 11.09 10.13
23-MAY-08 Tulip Star Hotels Limited MANISH MEHTA Buy 42865 230.54 231.45
23-MAY-08 Cybermate Infotek Limited S V ENTERPRISES Buy 1852143 6.49 6.02
23-MAY-08 Cybermate Infotek Limited S V ENTERPRISES Sell 2770109 6.44 6.02
23-MAY-08 Chennai Meenakshi Multispeciality Hospital Limited SHILPA S MORAKHIA Sell 41864 20.98 19.4
23-MAY-08 DMC International Limited HITECH COMPUTECH PRIVATE LTD Buy 21100 13 12.84
23-MAY-08 DMC International Limited HITECH COMPUTECH PRIVATE LTD Sell 35000 13.05 12.84
23-MAY-08 DMC International Limited J A FINANCIAL AND MANAGEMENT CONSULTANTS PVT LTD Buy 25000 13.05 12.84
23-MAY-08 Gee Kay Finance & Leasing Company Limited CRESTA FUND LTD Buy 150000 69.45 68.1
23-MAY-08 Gee Kay Finance & Leasing Company Limited SUYASH SINGHAL Sell 30000 69.08 68.1
23-MAY-08 Gemstone Investments Limited BHAVESH PRAKASH PABARI Sell 25000 22.56 21.95
23-MAY-08 Gemstone Investments Limited MALA H SHETH Buy 20000 22.55 21.95
23-MAY-08 H F C L Infotel Limited MANOHAR MANAK ALLOYS PVT.LTD Buy 260562 19.81 19.7
23-MAY-08 H F C L Infotel Limited NIRMALA ASHOK SETH Sell 260562 19.81 19.7
23-MAY-08 Koffee Break Pictures Limited LAXMI CAP BROKING PVT LTD Buy 64884 24.19 23.6
23-MAY-08 Koffee Break Pictures Limited LAXMI CAP BROKING PVT LTD Sell 50895 23.67 23.6
23-MAY-08 Radha Madhav Corporation Limited INDIASTAR MAURITIUS LIMITED Sell 143861 59.62 58
23-MAY-08 Sita Shree Food products Limited N D NISSAR Buy 204093 49.89 48.8
23-MAY-08 Sita Shree Food products Limited N D NISSAR Sell 204093 49.8 48.8
23-MAY-08 Stelco Strips Limited SPJSTOCK Buy 55258 46.23 44.9
23-MAY-08 Stelco Strips Limited SPJSTOCK Sell 55258 46.53 44.9
23-MAY-08 Marksans Pharma Limited SHRADHA TRADELINKS PVT LTD Buy 1800000 21.15 21.15
23-MAY-08 Transpek Industry Limited RUCHIT B PATEL Buy 43000 82 75.45
23-MAY-08 Tribhuvan Housing Limited CRESTA FUND LTD Buy 52000 80.92 81
23-MAY-08 Tribhuvan Housing Limited UNIVERSAL CREDIT Sell 40000 80.9 81
23-MAY-08 Well Pack Papers & Containers Limited DEVENDRA SURESH GUPTA Buy 60000 67.89 67.82
23-MAY-08 Well Pack Papers & Containers Limited N C JAIN Buy 90516 67.61 67.82
23-MAY-08 Well Pack Papers & Containers Limited N C JAIN Sell 90516 66.81 67.82


BULK DEAL NSE
Deal Date Company Name Client Name Deal Type Quantity
Price
Deal Trade
23-MAY-08 Jyothy Laboratories Limited TEMPLETON MUTUAL FUND A/C FLEXI CAP FUND Sell 135678 535 540.95
23-MAY-08 Kiri Dyes and Chemicals Limited ELARA INDIA OPPORTUNITIES FUND LIMITED Buy 381140 165.44 166.5
23-MAY-08 Ispat Industries Limited JAYPEE CAPITAL SERVICES LTD. Buy 7445046 35.25 34.2
23-MAY-08 Ispat Industries Limited JAYPEE CAPITAL SERVICES LTD. Sell 7623861 35.36 34.2
23-MAY-08 S E L Manufacturing Company Limited DKG SECURITIES PVT LTD. Buy 179799 474.95 479.7
23-MAY-08 S E L Manufacturing Company Limited DKG SECURITIES PVT LTD. Sell 134677 480.38 479.7
23-MAY-08 S E L Manufacturing Company Limited DKG SECURITIES PVT. LTD. Buy 95274 476.18 479.7
23-MAY-08 S E L Manufacturing Company Limited DKG SECURITIES PVT. LTD. Sell 95274 481.8 479.7
23-MAY-08 Sita Shree Food products Limited AMBIT SECURITIES BROKING PVT. LTD. Buy 260304 49.59 48.8
23-MAY-08 Sita Shree Food products Limited AMBIT SECURITIES BROKING PVT. LTD. Sell 260298 49.54 48.8
23-MAY-08 Sita Shree Food products Limited DIPAK RAMANBHAI RATHOD Buy 163009 47.56 48.8
23-MAY-08 Sita Shree Food products Limited DIPAK RAMANBHAI RATHOD Sell 163009 50.27 48.8
23-MAY-08 Sita Shree Food products Limited GOPAL TRADERS Buy 115500 47.63 48.8
23-MAY-08 Sita Shree Food products Limited GOPAL TRADERS Sell 11880 47.15 48.8
23-MAY-08 Sita Shree Food products Limited TRANSGLOBAL SECURITIES LTD. Buy 157921 49.26 48.8
23-MAY-08 Sita Shree Food products Limited TRANSGLOBAL SECURITIES LTD. Sell 157951 49.34 48.8
23-MAY-08 Sita Shree Food products Limited UDDHAO RASHMI SANDEEP Buy 120510 49.52 48.8

23-May-08 BSE Sensex Gainers/Losers

Top Gainers (23-May 16:02 IST)
Company Price(Rs) % Chg
BHARTI TELE 836.80 2.35
HOUS DEV FIN 2678.30 1.96
HIND UNI LT 235.75 0.32
H D F C BANK 1383.35 0.25
CIPLA 203.50 0.20

Top Losers (23-May 16:02 IST)
Company Price(Rs) % Chg
I T C 213.60 -4.24
TATA MOTORS 637.85 -3.57
JAIPRAK ASSO 237.65 -3.43
LARSEN & TOU 2844.75 -2.47
RELIANCE ENR 1291.00 -2.42

Here we post the bulk deals.

19-23 May-08 - Weekly Close

Sensex lost 4.5% and the Nifty, 4.1%. CNX Midcap index shed 3% and BSE Smallcap index, 1.2%, over the week. Sector-wise, BSE Bankex was down 7.8%, BSE FMCG index lost 5% and BSE Capital Goods index lost 4% over the last four trading sessions.

23-May-08 Close

Sensex closed at 16,658, down 248 points (provisional) from the previous close. Nifty shut shop below 4950 at 4948, down 76 points (provisional).

Moser Baer Solar PLC

Moser Baer Solar PLC, a subsidiary of the Moser Baer plans to raise an amount equivalent to USD 150 Million and the Board of the Company has given their consent to do the same.

Empee Distallaries

Buy Empee Distallaries @161 target 250 ... it has isssued shares @400/- and got oversubscribed 28 times in december

Empee Distilleries is developing part of its 20.88 acres freehold property located at Sriperumbudur, Kanchipuram District, into 12.23 lakh sq. ft. of residential space and 3 lakh sq. ft. of basement. This project was approved by DTCP in March 2007 and hence eligible for deduction under Section 80-IB of the Income Tax Act. This would make the company eligible for 100% tax exemption on the profits to be earned from development of this property. The project has 840 flats and estimated selling price is around Rs.2,850 per sq. ft. in addition to realization of Rs.1,000 per sq. ft. for basement. Considering cost of construction and development of Rs.1,500 per sq.ft., this would translate into a profit of Rs.195 crores which would get realized in the next three years by September 2010.

The company hopes to have a topline of about Rs.1,100 crores with PAT of atleast Rs.48 crores. Of this PAT, realty division would give Rs.12 crores, IMFL Business Rs.32 crores and Power Rs.4 crores. This would result into an EPS of Rs.25 for FY 08, ending 30th September.

Empee distillaries had issued shares at Rs.400 per share, which is now ruling at Rs.162, discounting FY 08 earning by about 6 times and FY 09 earning by about 4 times. Due to strong visibility of earnings for the next couple of years, the share has huge upside potential.

Empee distillaries is now expanding capacity its Tamil Nadu Distillery from 20 KLPD to 70 KLPD with capacity to handle 5 lakh cases per month, from present 3.20 lakh cases per month. The company is also setting up 60 KLPD grain based Distillery with capacity of 8.40 lakh cases per annum at Nellore in A.P. and a distillery in Karnataka for 12 lakh cases per year. This would give presence to the company in all four Southern states.

Inflation

Inflation numbers for the week May 10 are estimated at 7.8 -7.95%

Bajaj Auto Limited

Bajaj Auto Limited - ( Listing Date : Monday, May 26, 2008 ) BSE Scrip Code : 532977 Group : B NSE Symbol : BAJAJ-AUTO Face Value & Paid up value : Rs.10/- each fully paid Bajaj Finserv Limited - ( Listing Date : Monday, May 26, 2008 ) BSE Scrip Code : 532978 Group : B NSE Symbol : BAJAJFINSV Face Value & Paid up value : Rs.5/- each fully paid Rohan Mehta

OIL PRICES TO INCREASE BY RS. 2-3

Sandur

sandur buying freeze @ 1075

FIIs remain net sellers in equities worth Rs 5,507 mn on May 22

Foreign institutional investors (FIIs) remained net sellers in equities worth Rs 5,507 million on May 22. They bought equities worth Rs 22,260 million and sold equities worth Rs 27,767 million. Till May 22, they have been net sellers in equities worth Rs 11,394 million.

FIIs were absent in debt segment on May 22. Till May 22, they have been net sellers in debts worth Rs 179 million.

FIIs remained net sellers in derivatives worth Rs 5,158.2 million on May 22. They bought derivatives worth Rs 20,844.5 million and sold derivatives worth Rs 26,002.7 million.

MFs turn net sellers in equities worth Rs 922 mn on May 22

MFs turn net sellers in equities worth Rs 922 mn on May 22.

They bought equities worth Rs 5,488 million and sold equities worth Rs 6,409 million. Till May 22, they have been net sellers in equities worth Rs 7,283 million.

MFs remained net sellers in the debt segment worth Rs 5,632 million on May 22. They bought debts worth Rs 14,920 million and sold debts worth Rs 9,288 million.

Till May 22, they have been net buyers in debts worth Rs 61,000 million.

Mkt. Rumour: Ban on Reliance and Essar Oil oil export likely

TOP 20 EQUITY FUNDS - May 08

TOP 20 EQUITY FUNDS.... WINNERS CHANGE!!!

Last 1 Year

Scheme Name Returns % CAGR.
Reliance Diversified Power Sector Fund .......76.88
DWS Investment Opportunity ..........................51.08
Reliance Regular Savings Equity ...................49.86
ICICI Prudential Infrastructure ........................49.66
Standard Chartered Premier Equity ..............49.25
Taurus Discovery Stock ...................................46.65
Reliance Banking Sector ..................................45.05
DBS Chola Opportunities .................................43.75
Canara Robecco Infrastructure........................41.85
SBI Magnum Comma ........................................41.45
Sundaram BNP P. Capex Opportunities-D ....41.40
Sundaram BNP.P. S.M.I.L.E. ..........................41.19
Tata Infrastructure .............................................40.38
J.M. Financial Services Sector .......................40.22
Sundaram BNP P. Capex Opportunities-G ....40.20
BOB Growth .......................................................38.35
J. M. Basic.........................................................37.47
Kotak Opportunities ..........................................37.01
DWS Alpha Equity.............................................35.83
Escorts Growth ..................................................33.98

~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

Last 2 Years

Scheme Name Returns % CAGR
Reliance Diversified Power Sector Fund .......49.93
Reliance Banking Sector Fund ........................36.21
ICICI Prudential Infrastructure ........................35.50
Reliance Regular Savings Equity -G ..............35.18
DBS Chola Opportunities .................................34.73
UTI Banking Sector ...........................................32.76
Standard Chartered Premier Equity Fund ......29.30
DWS Investment Opportunities .......................29.12
J. M. Basic.........................................................28.35
Birla Sun Life Frontline Equity ........................26.99
Tata Infrastructure .............................................25.53
DSP Merill Lynch Technology.com ................24.70
DSP Merill Lynch Top 100 Equity ..................23.83
DSP Merill Lynch India T.I.G.E.R. .................23.80
HDFC Growth ....................................................23.65
Reliance NRI Equity..........................................23.57
DSP Merill Lynch Equity ..................................23.45
HSBC Equity ......................................................23.26
Tata Equity P/E .................................................23.25
Taurus Starshare ...............................................22.94

~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

Last 3 Years

Scheme Name Returns % CAGR.
Reliance Diversified Power Sector Fund .......64.75
DSP Merill Lynch India T.I.G.E.R. .................45.64
Tata Infrastructure .............................................45.31
Sundaram BNP P. Select Focus ....................44.86
SBI Magnum Contra..........................................44.80
DWS Investment Opportunity ..........................44.10
Kotak Opportunities ..........................................43.72
DSP Merill Lynch Equity ..................................43.39
UTI Infrastructure ..............................................43.18
SBI Magnum Multiplier .....................................43.05
Taurus Starshare ...............................................43.86
ICICI Prudential Dynamic.................................42.69
Kotak - 30 ...........................................................42.68
DSP Merill Lynch Top 100 Equity ..................42.55
Reliance Growth .................................................42.00
Sundaram BNP P. Select Mid Cap ................41.06
Franklin India Opportunity ................................40.10
DBS Chola Opportunities .................................40.08
Birla Sun Life Frontline Equity ........................40.06
HDFC Top - 200 ................................................39.65

~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

Last 5 Years

Scheme Name Returns % CAGR
SBI Magnum Comma ........................................65.09
Reliance Growth .................................................64.97
SBI Magnum Global ..........................................62.95
Sundaram BNP P. Select Mid Cap ................60.86
SBI Magnum Multiplier Plus ............................58.82
Tata Equity Opportunities ................................58.18
DSP Merill Lynch Equity Fund ........................56.40
HSBC Equity ......................................................56.09
Birla Sun Life Equity ........................................55.98
Tata Pure Equity ...............................................55.87
HDFC Top-200 ...................................................52.56
Birla Sun Life Mid Cap .....................................52.22
Tata Select Equity ............................................52.15
DSP Merill Lynch Opportunities ......................52.08
Reliance Vision ..................................................51.78
HDFC Growith Fund ..........................................51.66
Kotak-30 ..............................................................51.11
DSP Merill Lynch Top - 100 ............................50.65
DWS Alpha Equity.............................................50.34
HDFC Equity ......................................................49.98

~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~


Risk Factors : Please refer the offer document before taking any investment decision. Past performance may or may not be sustained in the future.

SUNDARAM BNP PARIBAS SELECT THEMATIC FUNDS ENTERTAINMENT OPPORTUNITIES

NEW FUND OFFER OF THE MONTH
SUNDARAM BNP PARIBAS MUTUAL FUND’S
SUNDARAM BNP PARIBAS SELECT THEMATIC FUNDS ENTERTAINMENT OPPORTUNITIES
(A OPEN-END EQUITY SCHEME)
New Fund Offer Opened On : 24-04-2008
New Fund Offer Closes On : 20-05-2008
New Fund Offer at Rs. 10/- per unit. Plus applicable entry load.
Minimum Application for Rs. 5,000/-, thereafter in multiples of Re. 1/-
Entry Load : 2.25% for investment upto Rs. 5 crores
Exit Load : 1% if redeemed within 6 months from the date of allotment
0.50% if redeemed between 6 months & 12 months from
the date of allotment.
Asset Allocation Pattern :
65% - 100% - Equity & Equity Related Instruments pre-dominantly
in the targeted sector/theme.
0% - 35% - Equity & Equity Related Instruments of Other than
targeted sector/theme and also overseas securities.
0% - 15% - In Fixed Income & Money Market Instruments
Investment Objective : Would be to achieve long term capital appreciation
by investing primarily in the equity and equity related instruments of
companies that focus on opportunities in the entertainment business.
PERFORMANCE OF OTHER EQUITY SCHEMES OF SUNDARAM BNP P. MUTUAL FUND
Sr. Fund Scheme
No
Launch Since Last Last Last
Period Launch 1 year 2years 3years
1 . Sundaram BNP P. Capex Opp.- D Sep - ‘05 38.35 41.35 22.56 -
2 . Sundaram BNP P. Capex Opp.- G Sep - ‘05 38.15 40.38 22.62 -
3 . Sundaram BNP P. Growth Mar - ‘97 24.74 31.09 16.21 37.34
4 . Sundaram BNP P. Ind. Leadership Jun - ‘04 39.76 28.84 13.17 38.42
5 . Sundaram BNP P. Rural India Apr - ‘06 20.75 32.18 - -
6 . Sundaram BNP P. S.M.I.L.E Jan - ‘05 32.24 41.00 17.39 34.69
7 . Sundaram BNP P. Select Focus Jul - ‘02 43.24 34.37 21.57 43.35
8 . Sundaram BNP P. Select Mid Cap Jul - ‘02 50.70 18.98 15.60 40.64
RETURNS %
Please Draw Your Cheque In Favour of
“SBNP P ENTO”

SUNDARAM BNP PARIBAS SELECT THEMATIC FUNDS FINANCIAL SERVICES OPPORTUNITIES

NEW FUND OFFER OF THE MONTH
SUNDARAM BNP PARIBAS MUTUAL FUND’S
SUNDARAM BNP PARIBAS SELECT THEMATIC FUNDS FINANCIAL SERVICES OPPORTUNITIES
(A OPEN-END EQUITY SCHEME)
New Fund Offer Opened On : 17-04-2008
New Fund Offer Closes On : 14-05-2008
New Fund Offer at Rs. 10/- per unit. Plus applicable entry load.
Minimum Application for Rs. 5,000/-, thereafter in multiples of Re. 1/-
Entry Load : 2.25% for investment upto Rs. 2 crores
Exit Load : 1% if redeemed within 6 months from the date of allotment.
0.50% if redeemed between 6 months & 12 months from
the date of allotment.
Asset Allocation Pattern :
65% - 100% - Equity & Equity Related Instruments pre-dominantly
Indian companies relevant to the theme.
0% - 35% - Equity & Equity Related Instruments of Other than
targeted sector/theme and also overseas securities.
0% - 15% - In Fixed Income & Money Market Instruments
Investment Objective : Would be to achieve long term capital appreciation
by investing primarily in the equity and equity related instruments of
Indian engaged in the banking and financial services..
PERFORMANCE OF OTHER EQUITY SCHEMES OF SUNDARAM BNP P. MUTUAL FUND
Sr. Fund Scheme
No
Launch Since Last Last Last
Period Launch 1 year 2years 3years
1 . Sundaram BNP P. Capex Opp.- D Sep - ‘05 38.35 41.35 22.56 -
2 . Sundaram BNP P. Capex Opp.- G Sep - ‘05 38.15 40.38 22.62 -
3 . Sundaram BNP P. Growth Mar - ‘97 24.74 31.09 16.21 37.34
4 . Sundaram BNP P. Ind. Leadership Jun - ‘04 39.76 28.84 13.17 38.42
5 . Sundaram BNP P. Rural India Apr - ‘06 20.75 32.18 - -
6 . Sundaram BNP P. S.M.I.L.E Jan - ‘05 32.24 41.00 17.39 34.69
7 . Sundaram BNP P. Select Focus Jul - ‘02 43.24 34.37 21.57 43.35
8 . Sundaram BNP P. Select Mid Cap Jul - ‘02 50.70 18.98 15.60 40.64
RETURNS %
Please Draw Your Cheque In Favour of
“SBNPP FSO”

SEIBI PERMITS TO LAUNCH “REAL ESTATE MUTUAL FUNDS”

SEIBI PERMITS TO LAUNCH “REAL ESTATE MUTUAL FUNDS”
Stock Market regulator SEBI on Friday 25/04/2008, finally notified
the amended guidlines for “Real Estates Mutual Funds”.
All Mutual Funds can launch real estate schemes. But, if a corporate
is looking to launch such
product must posses & show
proof of 5 years experience in
real estate business. The
guidelines also suggest that the
Assets of Real Estate Schemes
be valued every quarter by two
v a l v e r s . However, net
asset values (NAVs) may have
to be declared on a daily basis,
since these schemes will be
close ended and listed on
r e c o n g n i s e d stock exchanges.
Retail investors now can invest in
Real Estate as an estate class,
which has a low co-relation with
equity & bonds and enjoy the benefits of asset class diversification.
They can now invest in real estate space with as low as a few thousands,
which previously has been preserve of HNIs with deep pockets.
SEBI has mandated that 35% of the Net Assets of the scheme should
be invested directly in real estate assets. The rest may be invested
in mortgage-backed securities, securities of companies engaged in
dealing in real estate assets or in undertaking real estate developmet
projects and other securities with overall limit of not less than 75%
of the net assets of the scheme.
SEBI has also imposed caps of investments in a single city, single
project & securities issued by sponsor or associate companies.
So, the investors have change to own a real estate with small amounts,
in line after “INFRASTRUCTURE FUNDS” and previously introduced
“REAL ESTATE INVESTMENT TRUSTS (REITs), a new asset class
of ‘REAL ESTATE MUTUAL FUNDS’.