www.infystocks.co.uk: 31/12/2006

6 January 2007

Biocon

2002-The Biocon India group promoter of Biocon India Ltd. Ms Kiran Mazumdar Shaw, Chairman and Managing Director of Biocon India Group.

2002-Biocon India appointed DSP Merrill Lynch and Kotak Mahindra for its Rs 150-crore IPO scheduled for June next year. Biocon-Shantha Biotech, the 50:50 joint venture between Biocon India and Shantha Biotechnics, focuses on the domestic and global human insulin markets by maximizing on R&D manufacturing and regulatory capacities of the two companies.

2003

-ICICI Venture offloads 10-pc stake in Biocon

2004

-Clinigene International inaugurates human pharmacology unit for clinical trials

-Comes out with an Initial Public Offering (IPO) of 10 million shares at a price of Rs 315 per share for a face value of Rs 5 per share which constitutes 10% of the post-issue capital (Rs 100 crore), listed at Rs 425

-Biocon Ltd has entered into a nine-year export contract with US major Bristol-Myers Squibb Co to supply the bulk form of its recombinant human insulin

-Biocon forays into lifestyle drugs market

-Biocon's clinical research arm, Clinigene International Pvt Ltd. re-accredited by the College of American Pathologists (CAP) following a recent inspection

-Biocon Ltd has informed that in an unusual commercial transaction between Cuba and USA, a Californian Biotechnology Company, CancerVax Corporation received a rare US Government approval to License three experimental cancer drugs from a leading Cuban Institute (CIMAB)

-Biocon said on July 26 that its Cuban partner CIMAB (Centre for Molecular Immunology) in the joint venture with Biocon Biopharmaceuticals will be able to license out three experimental cancer drugs to a Californian Biotechnology company, CancerVax Corporation

-Biocon, Syngene enters into Research Agreement with Novartis Institutes for Biomedical Research Inc

-Biocon unveils new bio insulin

2005

Biocon signs MoU with Karolinska Institute.

-Ms Kiran Mazumdar-Shaw, CMD of Biocon Ltd, has been honoured with the Corporate Leadership Award 2005 of the American India Foundation (AIF)

-Biocon signs Licensing agreement with Bentley Pharmaceuticals Inc.

2006

-Biocon ties up with ICICI Prudential Life Insurance

-Biocon concludes Phase-IV trials of Insugem

Biocon Ltd has announced the Company and Abu Dhabi based pharmaceutical company Neopharma have signed an MOU to establish a JV to manufacture and market a range of Bio-pharmaceuticals for the GCC countries (Gulf Cooperation Council).
This landmark agreement between the two companies heralds the region's first foray to develop and market life saving biopharmaceutical products.
Dr Kiran Mazumdar-Shaw, Chairman and Managing Director, of the Company said, "The GCC region is an important market for Biocon and the JV with Neopharma is an important milestone for Biocon's global foray. Neopharma has established a world class manufacturing facility for finished formulations which was inaugurated by President APJ Abdul Kalam in 2003".
The JV will leverage the leadership position that Neopharma commands in the region under the leadership of Dr B R Shetty and expand Neopharma's existing portfolio with a range of the Company's generic and novel therapeutics that encompass Diabetes, CVS, Oncology, Auto-immune and Immunosuppressive drugs.

THE STOCK is not running from lasyt 2 year many funds and trraders and fill lo0king this counter with full opf confidence one can must have delivery of biocon one can get 50 to 60% grouth in this fyo7

5 January 2007

Level of nifty

Today market is very choppy falis to cross the upper band of4035 the good support of nifty is around 3990 and if nifty breakes3967 tahn exit from nifty many chances of nifty to touch 3900 one can have some puts of 3900 we have bulish on market our trag of nifty is 4136 tahn 4156

ranbaxy

Ranbaxy is today did well in this choppy market one can also take postion in ranbaxy with atrg of 432 and take stoploss of 408 ranbaxy is looking good at chart buy the stock is driven by news some delivery base buying is seen in this counter one can buy in equity and in future

gujrat ambuja

Gujarat Ambuja Cementsis quoting at Rs 139, down Rs 3.7, or 2.59%. It has touched an intraday high of Rs 143.50 and an intraday low of Rs 138.50. It is trading with volumes of 1,91,034 shares. Yesterday the share closed down 1.55% or Rs 2.25 at Rs 142.70. one can take postion in gujrat ambuja with atrg of 158

3 January 2007

infosys patni comp saytam cummion

infy saytam cummins and pati comp is loking good one can buy for the results gains as per our sources all looks goods one can buy infy with atrg of 2456 saytam 533 cummins 298 and patni 500 but it will take time accoring to the moving average garph of nifty we can sell ur holding if nifty breakes3567 so one can pick stoplosses and work in f and o in this stocks sesagoa is looking attractive one can hold it till 1654 tec mindra soon we can seea bove 1823 and one can also hold some shares of united sprits if some one wnat to earn good donot miss panisula land and pantaloon one can also bet on rnrl and 3 i infotec for short peroid of time we are also accumulating tatastell for long term basies with atrg of 700

2 January 2007

gmr

GMR Infrastructure - GMR DIAL announces attractive absorption policy for Airports Authority of India employees at IGI Airport
12/19/2006

GMR Infrastructure Ltd has announced that the Board of Directors of Delhi International Airport (P) Ltd (DIAL), a subsidiary of the Company, on December 18, 2006, has approved the proposal for the absorption of all General Employees of Airports Authority of India (AAI), working at Indira Gandhi International Airport, New Delhi.
DIAL is a joint venture company (JVC) comprising, GMR Group, Airports Authority of India, Fraport AG, Malaysia Airport and IDF.
As per the 'Operation, Management and Development Agreement' (OMDA), signed between AAI and DIAL, DIAL is to make offer of employment to a minimum of 60% of AAI employees based at IGI Airport during the Operation Support Period. The terms of the offer should be no less attractive in terms of salary and position, than the existing terms of employment.
It is observed that some of the employees have lot of inhibitions / apprehensions that in case DIAL was to offer and absorb 60% of the employees on selection basis, what will happen to the rest of the employees. Further, the employees are also concerned about being posted outside Delhi after the Support Period which may impact their children's education and well-being of their aging parents.
In order to address these concerns of the employees, DIAL has decided to extend the offer to all 100% AAI employees based at IGI Airport, New Delhi.
The salient features of the offer are as follows:
- All General Employees AAI to be given 2 increments on their basic salary, in their current scale.
- A one time lump sum joining bonus to be given to AAI employees.
- Effect of revision of pay and allowances due from Jan 01, 2007 will be protected.
- All existing benefits, designation, welfare measures, general conditions and leave entitlement wilt remain same.
- The employees will be given an opportunity to upgrade their skills to meet the future challenges effectively by imparting extensive training.
The attractive and fair offer would not only incentivise over 2300 AAI General Employee to exercise their option but would also mitigate and eliminate the uncertainty in their minds and will address concern(s) about their future career with IGI.
The DIAL management is confident that the offer will help speed up the modernisation process. The process of training and upgrading skills of all employees to match up to the technological advancement and ambitious target to achieving 3.5 Airport Service Quality ASQ will accelerate the process of converting the IGI airport into a world class airport before the Common Wealth Game 2010
As part of the recently submitted Master Plan to the Ministry of Civil Aviation and Airports Authority of India for the modernization of Indira Gandhi International Airport, DIAL will construct a new runway by 2008 to supplement the existing two. Cat III B complaint, 4430 m long Code F runway would be able to host A 380 type wide bodied large aircrafts.
In addition a brand-new integrated passenger terminal to cater to domestic and international traffic will also be built. This terminal will become operational in March 2010 and in its first phase be able to handle more than 37 million passengers per annum. The airport is being designed with an ultimate capacity of 100 million passengers per annum.
GMR Infrastructure Ltd has informed that some of the world's most famous brands are now coming to the Delhi airport. Delhi International Airport (P) Ltd (DIAL) has awarded the Duty Free Shopping Contract for Indira Gandhi International Airport to 'Alpha - Pantaloon Consortium'. The consortium comprises the UK based Alpha Airports Group Plc and Pantaloon Retail (India) Ltd, a Future Group venture. An agreement was signed between GMR DIAL, and Alpha-Pantaloon Consortium.
The value of the contract for DIAL is at least Rs 500 crore. The term of the contract is 3.25 years.
The consortium promises to bring international retailing standards to Indian airports. The Alpha stores at Delhi Airport will feature an extensive range of products by some of the largest & most popular brands in the world. The brands for India have been selected after careful research in passenger demographics, customer profiling & destination requirements. Passengers can choose from brands such as Armani, Gucci, Christian Dior, Calvin Klein, Nike, Swatch etc.
Asia accounts for nearly 35 percent of the global duty free sales. Indians, especially are avid shoppers. The booming economy and international air traffic in India have created major opportunities in duty free sales in the country as well. No longer is duty free shopping just about loading up with as much cut-price liquor and tobacco as customs regulations back home allow. Instead, airports are increasingly becoming upscale bazaars, retailing premium goods, electronic products, gourmet foods and fashion accessories.
Alpha Airports Group Plc has extensive experience in duty free retailing with more than 140 retail outlets across 40 locations in the UK, Europe, USA, and South Asia. In Asia it has outlets in Cochin, Colombo, Kathmandu and Male.
Speaking on the occasion, Mr. Srinivas Bommidala - Managing Director DIAL said, "We are extremely pleased to appoint Alpha Future as the duty free operator for the Delhi Airport. Their extensive experience across the globe and in the country matches DIAL's vision for providing world class experience to travellers at the Delhi Airport."
DIAL is currently building a modern airport with state of the art facilities for Delhi. The first phase of the airport would be ready with the completion of a new integrated terminal building in 2010. This new terminal will cater to both domestic and international passengers and will be capable of handling 37 million passengers per annum. Prior to that a new domestic airline terminal and a third runway to complement existing two would be built by 2008.
GMR Infrastructure Ltd has informed that GMR Hyderabad International Airport Ltd (GHIAL), a subsidiary of the Company has tied up with Accor Hotels and Resorts, Singapore, for operating its first Business Hotel at Rajiv Gandhi International Airport in Shamshabad.
The construction of hotel will commence shortly and become operational by the time new international airport takes off in March, 2008. The hotel will come up in a five-acre site approx. 2.75 km from the Passenger Terminal Building (PTB). The hotel, in all, will have 300 keys, of which 120 will be developed in the first phase.
The agreement is being entered with Accor group of hotels, Singapore. Accor operates in nearly 100 countries.
The lease term for operating the hotel is for a period of ten years, which can be extended further on mutual agreement. As per the agreement, Accor will operate, manage and maintain the Hotel in accordance with Novotel Brand standards as followed worldwide. Accor will also provide Technical support during the construction stage to build the hotel as per Novotel standards.

1 January 2007

Bulls eye

Market can show magic in this coming yearTechnology stocks have been one of the best performers. We continue to have an Over Weight rating on the sector as we believe it will see better days going forward.
Our optimism stems from the fact that most frontline companies continue to post good results and are expected to continue to do so over the next few quarters. Most companies have given good earnings guidance for the current financial year.
Generic indicators such as IT spend data, license revenue growth, results of US-based IT consulting companies, data related to salary increases for IT employees in the US & UK all point to a cyclical up-tick in IT spends. Indian software companies have also shown a strong increase in their fresh development revenues on the back of this development.
Going forward, we expect volume growth to continue to be the key revenue driver, although pricing should be stable. We believe that stocks should continue their recent out performance, given the strong underlying growth numbers.
However, the key threat is the rupee appreciation.
r the main magical strick is in the hands of IT stocks,

With robust growth in demand and limited capacity additions, cement prices which have been on the upmove and are expected to rise further. The tightening of the demand supply situation will enable the cement majors to continue enjoying pricing power.
. Cement majors recently hiked prices to the tune of Rs 5-10 in Southern Market and a hike of Rs 2-5 in the western market. The huge investments planned in the infrastructure sector are likely to keep the demand at a high level and with limited capacity additions in the coming years, cement majors are likely to witness margin improvements. The outlook for the sector is positive.

Indian steel industry, being the backbone of Indian economy, has flared well with Higher steel prices at global levels as well as price hike by domestic players. The current scenario indicates that the higher realization to continue for the current year. Higher realization and increase in volume on the back of expanding capacities would aid topline expansion for steel companies. The steel prices are expected to rule at current levels on the back of increasing demand from domestic as well as overseas market. Further, raw material prices are also ruling high. In this scenario, the integrated players would benefit the most. We recommend accumulating Tata Steel and Jinddal Stainless on every decline. Global aluminium prices are on upbeat and are expected to continue the trend. Hindalco and Nalco have increased aluminium prices by Rs4, 000 per tonne. Further with the rising demand, we expect the prices to rule firm at the current levels which would help companies to post better topline growth in coming years. Zinc is also moving northward and Hindustan Zinc has increased its prices by Rs3, 600 per tonne.

New year stocks

Parsavnath and Nuclues Softwear , Sesagoa i suggest for long term buy one can gain 60% in these three stocks lot of mutual funds and fii are holding these stocks in their kitty one sholud go long for these shares and iam sure that 60% return in a year one can get.

Indiabulls is a another stocks one can still gain 50% from current level in this fy07

Gmr infra ia another stock for delivery base one can get 100% bucks what he /she invested in 2007 he /she willget get 100% return

Acc is another good stock if one can buy infosys with is protfalio he will definatley get 35%40% return in this year.

We have the traget of 16800 this fy07 and we will also face trough some tough peroid in fy07 but long term story is still postive and the decline of fiscial deficit in fyo7 will help to boost economy

Happy new year

USA SPARROW