Monday, March 2, 2009

BOR Stocks in Action for the day: RIL, RPL, Satyam, Tata Steel, Hero Honda, TVS Motor & TV Today

RIL: R1: 1290, R2: 1315, R3: 1337, S1: 1244, S2: 1222, S3: 1197

RPL: R1: 77.8, R2: 79.3, R3: 80.9, S1: 74.7, S2: 73.1, S3: 71.6

RIL board meet today to mull merger with RPL: RIL acquires 5% stake in RPL from Chevron at Rs 60/sh, increases stake to 75.38%. Chevron: -Says low global demand for refined products reason for selling RPL stake -Says attractive investment alternatives also reason for RPL stake sale. Commerce Secretary says RIL-RPL merger not to impact RPL refinery's SEZ status. Oil Minister says see no legal issues with RIL-RPL merger but have to study proposal. RIL-RPL merger: Swap ratio likely to be in favour of RPL minority shareholders:


Satyam: R1: 44.7, R2: 48, R3: 51, S1: 38.4, S2: 35.4, S3: 32

Satyam Update: -Board has arrived at a decision on sale process -Lawyers working on regulatory issues: -Proposal maybe sent to SEBI & CLB: -Details of sale process to be made public over next few days: -Tech Mahindra may tap PE firms to bid for Satyam: Bidding process will involve international players as well
-Bidding to take place according to procedures laid down by company board
-Bidding to involve transparent & healthy competition -View on bidding process to be taken in a few weeks


Tata steel: R1: 180, R2: 187.2, R3: 199.2, S1: 160.9, S2: 148.9, S3: 141.7

Tata Steel Says: -To pre-pay $450-500 million debt -Planning to sell 1.6 million tonnes of steel in January-March -Corus order book down 40%

Airlines in action: PSU Oil companies cut ATF prices by Rs 2,052-2,207/kL:

Orissa Sponge: R1: 315.9, R2: 320, R3: 330, S1: 301, S2: 291, S3: 286

Bhushan Steel makes open offer for 20% in Orissa Sponge at Rs 330/sh


Hero Honda: R1: 941, R2: 953, R3: 970, S1: 912, S2: 894, S3: 882

Hero Honda February sales up 24% to 3.29 lakh units versus 2.65 lakh units (YoY)


TVS Motors: R1: 20, R2: 20.5, R3: 21, S1: 18.8, S2: 18.3, S3: 17.8

TVS Motor Feb Sales: -Total sales up 13% at 1,07,301 units versus 95,235 units (YoY); up 14% (MoM) -Exports up 32.4% at 16,583 units versus 12,523 units (YoY); up 18% (MoM) TVS group to raise Rs 200 crore via land sale in Chennai


TV Today: R1: 56.2, R2: 58.1, R3: 60, S1: 52.9, S2: 51.2, S3: 49.6

TV Today open offer at maximum Rs 115 sh ((CMP Rs 54, alert – ADAG open offer was at Rs 130.5/sh))


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