REASON FOR SPURT IN JET AIRWAYS

 Shares in Jet AirwaysBSE 9.93 %extended gains to more than 13 per cent on Friday, after a news channel reported that Abu Dhabi's Etihad Airways may buy a 10-12 per cent stake in the company directly from promoters. 

Etihad may pay as much as Rs 750 ($13.75) a share for the stake, the report said. 

Etihad has been in talks with Jet to buy a 24 per cent stake, government sources said. 

The channel said Etihad may buy the remaining stake by issuing preferential shares. 

I already posted today morning about possible oppen offer by Ehihad for Jet Airways

IF ETIHAD BUYS MORE THAN 24% IN JET THEN AN OPEN OFFER WILL TRIGGER.....
RETAIL SHAREHOLDERS WILL BE BENEFITED.I EXPECT STAKE SALE MAY BE AROUND 700/- PER SHARE AS PER LATEST FINANCIALS OF JET AIRWAYS

         SO I RECOMMEND BUYING JET AIRWAYS AT Rs.510 LEVELS FOR TARGET OF Rs.700

OPEN OFFER IN JET AIRWAYS????????

This is my personnel view on Jet Airways

IF ETIHAD BUYS MORE THAN 24% IN JET THEN
AN OPEN OFFER WILL TRIGGER.....
RETAIL SHAREHOLDERS WILL BE BENEFITED........
STAKE SALE MAY BE AROUND 700/- PER SHARE

SO I RECOMMEND BUYING JET AIRWAYS AT Rs.510 LEVELS FOR TARGET OF Rs.700

Quiz Damaka For My followers and Win Exciting Prices

This is a simple quiz program conducted once in a week.I will ask a question related to stock market on every Friday.
Terms and conditions
1)You can post the answer on blogger comments section only.
2)Last date for posting answer will be Sunday midnight 11.59 am.There after nothing will be entertained 
3)If there are more right answers winner will be decided through lot system.
4)One participant should post only one answer

Here is the question of the week.Go and shoot it and win fabulous prices
I Founded a real hidden gem in Indian IT space....The clues for the company are follows
1)This company remains best play among the mid-sized Indian IT sector
2)This company is fully debt free
3)Have cash surplus of Rs.1.8 billion(Rs.43 per share)
4)Its now trading in between Rs.100 and 110 levels...
I hope this clues are enough for getting right answer.So start posting right answers in comments section

Target Met in Infosys(20% profit)

I am happy to announce that my target on Infosys met today on trading hours.I gave a fresh buy call on Infosys at  Rs.2500 just before companies Q3 results.For details of buy recommendation click here.http://keralatraders.blogspot.in/2013/01/infosys-q3-beats-estimates-net-profit.html
I am again posting my ten reasons for Infosys share buy

1. Infosys net profit at Rs.s.2,369 crore in the December quarter was flat against Rs.s.2,370 crore in the September quarter, but much better than the average estimate of Rs. 2,100 crore in a poll of 16 analysts, according to Thomson Reuters.
2. Infosys said revenue rose 12 per cent in October-December to Rs.s.10,424 crore from Rs.s.9,300 crore a year earlier. That compares with analyst estimates of Rs.s.9,680 crore.
3. Dollar revenues for the December quarter stood at $1.91 billion against $1.79 billion in the previous quarter and better than estimates of $1.87 billion.
4. The biggest positive for the stock was the upward revision announced in the full year dollar sales forecast. Infosys said FY13 revenue forecast is seen at $7.45 billion, which is better than $7.34 billion projected by the management earlier. The new guidance implies 6.5 per cent growth year-on-year and includes Lodestone's revenues.
5. Earnings per share for the full fiscal are likely to be Rs.s.162.80, a 10.4 per cent jump over the year ago period.
6. Infosys maintained margins despite higher operating costs. EBIT or operating margins declined to 25.69 per cent against 26.3 per cent in the September quarter, but better than estimates of 25.5 per cent. Margins declined on account of wage hikes.
7. Infosys managed to post 2 per cent sequential growth in volumes though the biggest surprise was the pick-up in pricing, which rose 3.7 per cent. Utilization rate rose to 70.1 per cent against 69.60 per cent.
8. Management sounded optimistic: S. D. Shibulal, CEO and managing director of Infosys said the company has done well in this quarter despite an uncertain environment. "We continue to gain confidence from a strong pipeline of large deals. However, the broader economic environment remains difficult. Even so, we remain cautiously optimistic about the January-March quarter", he added.
9. Analysts said the worst might be over for Infosys. "This is a very credible performance. Infosys has exceeded our estimates at the bottom line by 4-5 per cent and they have done this after 4-5 quarter... so, kudos to the management. The combine of a beat on actual Q3 numbers and upbeat guidance should reflect in our and most brokerage estimates going upwards," Saurabh Mukherjee of Ambit told NDTV Profit.
10. Brokers were upbeat: Kotak said Infosys had reported an excellent quarter with organic growth beating expectations. Nomura said Q3 revenues were very impressive and organic growth guidance not being cut is positive. Citi said Infosys has showed a substantial beat in Q3.

Now on 7 march Infosys is trading at Rs.3002 levels which means 20% upside form my buy call on January 10th report.Now I wish to book profit in Infoys at this levels.

Holdings in Trading Portfolio

Here is my latest portfolio holdings and snapshot of my trading portfolio.I initially started portfolio with Rs.100000 on Aug 2012 and now fund size is around 1.2 lakh.Now I am holding aprox 61000 worth stocks and 61484 as cash surplus in portfolio.I have generated 20% returns so far since

SCRIP	BUY RATE	QTY	SECTOR	CMP	GAIN/LOSSS	% CHANGE	VALUE
STRIDES ARCO	800	6	PHARMA	905	630	35	6480
BAJAJ FINSERV	890	6	FINANCIAL SERV	815	-450	2	5508
JAI CORP	85	117	REALTY	60	-2925	-29	9945
DCB	50	200	BANKING	43	-1400	-14	8600
RELCAPITAL	400	25	NBFC	380	-500	-5	9500
CAIRN	290	35	OIL	300	350	3.5	10500
TATA GLOBAL	130	80	FMCG	133	240	2.3	10640
						TOTAL VALUE	61173
						BAL AMOUNT	61484

Why NHPC tanked 25%?

NHPC stock fell as much as 25.8% on Monday before recovering marginally. This followed a 10.5% decline on Friday and prompted the management to issue a clarification. “As far as the fundamentals of the company, there is no change which affects the major price movement,” the company said in a stock exchange filing. “In our opinion, there is no issue in the Finance Bill, which has any adverse effect on (the) hydro sector.”

Dealers said the fall in the stock was due to some margin calls being triggered, which had a domino effect. While the budget may not have had an impact, the company’s fundamentals remain weak, though that doesn’t warrant such a steep decline in its stock price.

After listing at Rs.36 a share in 2009, NHPC exceeded that price only once—on 6 January 2010. The main problem dogging the company has been a delay in executing projects. It added no capacity at all in FY10, just 120 megawatts (MW) in FY11 and none at all in FY12. If one went by the projections given in its red herring prospectus, NHPC should have added 3,941MW of capacity by now.

So far this fiscal year, the company has added 275MW of capacity. An investor presentation on its website said it expects to add another 417MW of capacity in this fiscal year and another 680 MW in the next.

However, after that, expect another lull in commissioning for 18 months before capacity additions start in FY17. NHPC has so far spent Rs.19,000 crore on these projects which are at varying levels of completion.Emkay Global Financial Services Ltd said in a report that, “20% book (is) invested in projects that are stuck or facing problems.” In other words, it will take a long time for these projects to be added to NHPC’s gross block and start earning.

The recent capacity additions have also meant that NHPC has reported a rise in generation. But then it has also been facing other problems. Capital costs for the company have increased and the tariff for new projects such as Chutak in Jammu and Kashmir is estimated at Rs.8 per unit, far higher than the average electricity rates around the country.

NHPC is also seeing receivables piling up, another threat to earnings. According to Emkay, total receivables at the end of December 2012 stand at Rs.1,999 crore, about one-third of its FY12 sales. Of this, receivables which are more than 60 days old constitute Rs.1,258 crore.

While these limit the upside for the stock, note that NHPC now trades at 0.77 times estimated book value for FY14, much below the consensus 1.1 times call by brokerages.

So I would like to Given fresh buy call on NHPC at this fair valuation.But kindly note that this stock is not suitable for short term traders.Only longterm investors with 2 year holding period can accumulate stock

                   I express my sincere thanks to Livemint website for this article