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Tuesday, August 26, 2008

Buzz on the bourses

1)SKM Egg Products:Egg product exporter, SKM Egg Products (India), which has seen a reasonably good run on bourses in the recent past, is likely to come under pressure on account of rising maize prices. Maize is a key ingredient for poultry, livestock and starch industries. Analysts speculate that rising maize prices is likely to push up the price of corn, an important ingredient for poultry feed. In poultry feed, maize accounts for 60% of the ingredient. Around two kgs of feed is required to produce one kg of meat. As on June 30, maize prices in the country were ruling between Rs 1,100 and Rs 1,200 per quintal in Maharashtra, Andhra Pradesh and Tamil Nadu. Delayed crop in certain regions coupled with deficient monsoon is said to be impacting maize prices.It may be recalled that increasing exports from India had led to domestic maize prices skyrocketing and putting the entire poultry industry into trouble.

2)Birla Cotsyn:For those who invested in the IPO of Birla Cotsyn, there was some good news recently. After making a dismal debut on , when it fell below the face value, the stock surged northwards on as day traders rushed to the counter, targeting a quick buck. The market was abuzz with talks that the stock would be provided “support” so that at least big investors who took the decision of investing in the company’s IPO would get a decent return on their investments. This, say dealers, led to many day traders jumping into the fray.

3)SEL Manufacturing:The Russia-Georgia war that started earlier this month has dragged down the share price of SEL Manufacturing along with it. The company’s share price which had witnessed a high of Rs 757 on August 5, has fallen about 60% to Rs 287 this Monday. According to the buzz, it went down after a big HNI who holds an over 5% stake in the company started selling his holdings on concerns of fears of escalation in war. The company’s 80% of the revenue comes from Russia and top 5 clients are from that country. Company official said the company is not affected by the ongoing developments in any way. So far thousands of people have lost their lives in the conflict. However, the investor confirmed the move and said: “Fearing that the war may go out of control and the company may lose its major business, I have trimmed my exposure to the stock .

4)Sugar sector:The sugar sector has been witnessing a sweet reversal of turn of events with most stocks trending higher. With crude prices currently hovering around $115 per barrel, the government is considering to revive 10% mixing of ethanol in petrol to cut down the oil subsidy bill, say sources.Good times may just be ahead for the sugar companies.

5)Rain Commodities:Calcined Petroleum Coke (CPC) major Rain Commodities is under the radar of several funds after its recent inclusion in mid-cap index.According to brokers, it is witnessing sustained buying by funds like Swiss Finance Corporation and Morgan Stanley, among others. The interest has emerged after it reported a PAT of Rs 94 crore in this quarter. Going forward, this is expected to go up substantially as average realisation of CPC was $355 per tonne for the second quarter and may go up to over $550 per tonne in the third quarter as it has recently booked some orders at $700 per tonne.Further, the series of rate cuts in the US is likely to save around Rs 60-crore interest every year as interest cost alone, which would be utilised for putting up a co-gen power plant in the US. According to analysts tracking the counter, the company is expected to report an EPS of nearly Rs 90-100 for Calendar Year 2008. Due to increasing consolidation and limited supplies, CPC may remain sellers market for next 4-5 years.

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