INVESTORS PLEASE LISTEN !

Tuesday, December 8, 2009

[Investors] Godrej Properties IPO - Rs.490 to Rs.530 per equity share, Issue period: December 9 - 11, 2009

Godrej Properties IPO Opens Today

Should you invest?

By Deepak Sahijwala

Godrej Properties will enter the capital market today, with an initial public offering (IPO) of up to 9,429,750 equity shares of Rs 10 each in a price band of Rs 490-530 per share, to raise around Rs 500 crore. The issue closes on December 11, 2009.

The proceeds of the issue, says Adi Godrej, Chairman, "will be used to acquire development rights for its forthcoming projects as well as for repayment of loans."

The company is a leading real estate development company established in 1990 and is amongst the first real estate company to have obtained an ISO certification. Its business focuses on residential, commercial and township developments. It currently has projects in 10 cities across India and holds an estimated saleable area of 50 million sq. ft, of which only about 4 per cent is from its own land reserve. It has so far completed 23 projects, selling about 3.2 million square feet of residential and commercial property, mostly in Mumbai and its adjoining cities.

On the positives is the fact that the company's brand name and image are impeccable. Further its joint-development strategy which is not reliant on holding a large land bank, could turn out to be a model strategy for the real-estate industry, with a lean structure that does not lock into land cost in a volatile sector.

On the concern front, the pricing seems slightly high. At the current offer price, the stock would trade at 32 times its estimated earnings for FY-10 on an expanded equity base. However, this discounting does not take the company's future potential and may not potray a correct picture. More so, because the long term looks bright for the sector.

Infact, CARE has assigned the issue an IPO Grade 4. The Grade 4 indicates above average fundamentals. All said and done, the fundamental positives and the pricing make it a primary issue that merits investment for the long term.

IPO Summary:

Issue period: December 9 - 11, 2009

Face Value: Rs 10

Price Band: Rs.490 to Rs.530 per equity share

Issue Size: 9,429,750 Equity Shares

Net issue size: Rs 500 crore

Bid Lot: 13 Shares and in multiples thereoff

Listing At: BSE, NSE

Courtesy : The Afternoon Newspaper - December 09, 2009

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[Investors] Cox & Kings - Final Basis of Allotment

Find herewith the Allotment Status in Cox in Kings (India) Ltd. Final basis price is Rs. 330/-

Investors Please Listen !

Click this link

Monday, December 7, 2009

[Investors] Global cues harden yields 6-7bps; fresh buying at ‘dips’ take yields lower

n After release of the US employment data (unemployment growth down to 10%) which surprised the market by registering a better-than-expected performance, the bond market went for sell off as US treasuries rose to a high of 3.50%. The domestic debt market, factoring the development, opened on a pessimistic note with the liquid counters trading 5-7bps higher in early hours of trade.

n The 10-year benchmark (6.90% 2019) yield surged to a 13-month high as it surpassed the psychological level of 7.50% to register an intra-day high of 7.57%. Losses for the day were pared by some buying enthusiasm at the oversold levels as the yield curve managed to close 5-10bps lower for the day.

n As we approach the end of the calendar year, participants are gradually expected to switch positions from the present 10-year benchmark 6.90% 2019 to 6.35% 2020. This has resulted in continuous compression of spread; for the day the spread shrunk by 10bps to 9bps.

n After a day of weak activity in the primary non-SLR segment, INR 35.30 bn worth CDs were issued. Concentrated in 3, 6, and 12-months maturities, CD rates for the day surged by 5-10bps. Allahabad Bank was the biggest issuer for the day, mopping INR 9 bn from the system—accounting for 66% volumes in 3-month at 3.7% and 33% in the 6-month segment at 4.82%.

n Liquidity for the day continued to be buoyant as INR 1.09 tn was parked in the overnight money market. With INR 776 bn lent in the CBLO segment, rates were suppressed to day's low of 0.25%; total quantum was lent at an average 2.58%. Reverse repo volumes slipped below the INR 1-tn mark which can be attributed to the higher CRR provision done by banks in the non-reporting week.

Friday, December 4, 2009

[Investors] Hi, Invest Safe & Smartly, See how

Dear Investor,

Below is the comparison between BSE Sensex and Kotak Dynamic Floor Fund
See how smartly this fund has progressed from 1-Jan-2007.

By taking Example of Rs1,00,000/= as initial capital

Nav Variation From 31-12-2006 To 31-12-2009 (DD-MM-YYYY)

Scheme Name	Start NAV	Last NAV	Change%	Up/Down	Current Amount(in Rs.)
BSE - Sensex	13786.91	17185.68	24.65%	Ç	124,652.15
Kotak - Dynamic Floor Fund	10.162	15.934	56.80%	Ç	156,799.84

For those who want to take greater control of their investments with high returns and a reasonable amount of risk, Kotak Mahindra Old Mutual Life Insurance offers a fund with unique features - the Dynamic Floor Fund. DFF benefits in a strong market but protects against sharp losses in a weak market, through active fund management, that aims to protect net investment.

The Fund works to give your capital maximum market exposure at all times with a 'floor' set slightly below the market level. You earn as the market rises, and the 'floor' is periodically reviewed to a higher level. If the market starts to fall, and hits the 'floor', the invested amount is pulled out of equity and put in risk-free debt instruments till the time the market gets back to the 'floor' level, at which point the amount is invested back in equities for higher returns.

This allows you to capitalize on the market gains, but protects the Fund Value when the market slides.

Now See below table and Graph a live example of a massive fall which Sensex has faced.

Nav Variation From 31-12-2007 To 31-12-2008 (DD-MM-YYYY)

Scheme Name	Start NAV	Last NAV	Change%	Up/Down	Current Amount(in Rs.)
BSE - Sensex	20192.52	9647.31	-52.22%	È	47,776.65
Kotak - Dynamic Floor Fund	13.118	13.337	1.67%	Ç	101,669.46

And about Tax Benefits

You can avail of tax benefits under Section 80C and Section 10(10D) of Income Tax Act, 1961.

Hope you find my above presentation interesting and worth considering for investments.

Thanks & Regards

Aditya Kachru

Wealth Advisor & Marketing Partner

RR Investors Capital Services (P) Ltd.
Mobile: 0-9818269396
Delhi Office: 011-23273456
Gzb Office : 0120-4158904
Email : adityakachru_609@rrfcl.com

[Investors] IPO Update - JSW Energy Ltd IPO opens on December 07, Rs.100 to Rs.115

JSW Energy Ltd
Price Band: Rs.100 to Rs.115
Issue Opens on: December 07, 2009 | Issue Closes on: December 09, 2009

Issue highlights

JSW Energy Ltd (JSW Energy) Incorporated in 1994, with the objective to develop, construct and operate power plants, they have been in the business of power generation since 2000.

They are a part of the JSW Group, headed by Mr. Sajjan Jindal, which is in turn a part of the O.P. Jindal Group. The JSW Group had revenue in excess of Rs. 168,000 million for the year ended March 31, 2009.

As at September 30, 2009, the JSW Group employed more than 8,500 employees. The JSW Group has a presence in the steel, power, cement, software, and infrastructure sectors. As part of the JSW Group, they benefit from group synergies, including access to talent, competitive commercial terms, and access to critical equipment and suppliers.

JSW Energy operate and maintain their JSWEL-SBU I 260 MW power plant and their JSWEL-SBU II 600 MW power plant. They also operate and maintain JSWSL?s 230 MW captive power plant under an Operation and Maintenance Agreement for a five year period until March 31, 2011. As a performance incentive, they receive 25% of the percentage by which the actual availability factor exceeds 85% multiplied by the operator fee.

*Data source: JM Financial Report

Issue Opens on:	December 07, 2009
Issue Closes on:	December 09, 2009
Bid Lot:	60 Equity Shares
Price Band:	Rs.100 to Rs.115
Issue size:	Rs.2,700 crore
IPO Grade :	CARE 4/5 ? Average Fundamentals