BSE500 companies June quarter shareholding analysis: Emkay
Emkay Global Financial Services has come out with its report on BSE500 Company‘s shareholding analysis.
August 23, 2012 / 14:53 IST
Emkay Global Financial Services has come out with its report on BSE500 Company’s shareholding analysis.
Key Highlights:- FIIs & MF were sellers to the tune of $350mn and $122mn respectively whereas BFI were buyers to the tune of $466mn during the quarter ended Jun12
- Sectors like IT, Auto & Auto Ancillaries, Metals and Telecom witnessed major selling
- Among Large Caps: Top buys: HDFC Bank, ITC, TCS, HUL, Asian Paints, L&T ; Top Sells: Infosys, Axis Bank, Tata Motors, Bharti, Maruti SuzukiBoth FII & DII are OW on Pharma and UW on Auto, Metals, Oil & Gas and Power
- FIIs continue to remain OW on Banks & Fin Sevs whereas DII remained UW on the same
- Top Mid Cap Buys during the qtr: Info Edg, Glenmark, Wockhardt, Federal Bank, Emami, CRISIL and Max India ; Top Sells: Unitech, IRB, Ashok Leyland, Indraprashta Gas, Jindal Saw and BEML
Segmental Findings:FIIs:- Were sellers to the tune of $350mn during qtr ended Jun 12
- Sectors Sold: IT, Automobiles, Metals, Telecom and Engg & Cap Goods
- Top Sells include: Infosys, Axis, Tata Motors, Reliance Inds, Bharti, Jindal Steel, Yes Bank, Maruti, Adani Ent and Idea
- U/W Sectors (wrt Nifty Weights): Auto, Consumers, Engg & Cap Goods, Metals, Oil & Gas and Power
- U/W Stocks (wrt Nifty Weights): Bajaj Auto, BPCL, Cipla, ITC, L&T, NTPC, ONGC, Reliance Inds., SBI & Tata Steel
- Sectors Bought: Consumers, Pharma
- Top Buys include: HDFC Bank, ITC, HUL, TCS, Sun Pharma, Kotak Bank, Asian Paints, Godrej Consumer, M&M and United Spirits
- O/W Sectors (wrt Nifty): Banks & Fin Sevs, Cement, Pharma and Realty
- O/W Stocks (wrt Nifty): Axis, Bharti, Dr. Reddy's, HDFC Bank, Hero Moto, HDFC, ICICI, IDFC, Infosys, Kotak Bank, Sun Pharma, TCS & Tata Motors
In Mid Caps:- Top Sells: Unitech, Opto Circuits, IRB, Ashok Leyland, Indraprastha Gas, Balkrishna Inds, Sintex, ABG Shipyard
- Top Buys: Info Edg, Indiabulls Fin, Strides Acrolab, Glenmark, Wockhardt, Marico, Nava Bharat Ventures, Trent, Videocon, Bajaj Electricals
Mutual Funds:- Were sellers to the tune of $122mn during qtr ended Jun 12
- Sectors Sold: IT, Oil & Gas, Telecom, Construction, Metals
- Top Sells: Cairn, Reliance Inds, Infosys, BOB, HDFC, TCS, Wipro, Bharti
- U/W Sectors (wrt Nifty): Auto, Banks & Fin Sevs, IT, Metals, Oil & Gas and Power
- U/W Stocks (wrt Nifty): Ambuja Cement, Asian Paints, Bajaj Auto, BHEL, DLF, HDFC Bank, Hero Moto, Hindalco, HUL, HDFC, IDFC, Infosys, Kotak Bank, M&M, Reliance Inds., Sesa Goa, Sun Pharma, TCS, Tata Motors, Tata Power and Tata Steel
- Sectors Bought: Consumers, Banks & Fin Sevs, Engg & Cap Goods
- Top Buys: ITC, L&T, ICICI Bank, HDFC Bank, Oil India and Divi's Lab
- O/W Sectors (wrt Nifty): Construction, Consumers, Engg & Cap Goods and Pharmaceuticals
- O/W Stocks (wrt Nifty): BOB, BPCL, Bharti, Grasim, HCL Tech, ICICI Bank, ITC, JP Associates, L&T and SBI
In Mid Caps:- Top Sells: Indraprastha Gas, BEML, Tata Chemicals, Britannia, IRB, Trent, Bajaj Electricals, Rallis
- Top Buys: Info Edg, Max India, Glenmark, Mindtree, Emami, Bharat Forge, Shoppers Stop, Sadbhav Engg, Max India, TVS
BFI:- Were buyers to the tune of $466mn during qtr ended Jun 12
- Sectors Bought: Consumers, Oil & Gas, IT, Pharma and Engg & Cap Goods
- Top Buys: ITC, ONGC, L&T, Reliance Inds, NMDC, TCS, GTL Infra, ICICI, HDFC Bank, SBI
- O/W Sectors (wrt Nifty Weights): Consumers, Engg & Cap Goods, Oil & Gas and Power
- O/W Stocks (wrt Nifty Weights): BOB, BHEL, GAIL, ITC, L&T, M&M, Maruti, NTPC, ONGC, PNB, Reliance Infra, SBI, SAIL, Tata Power and Tata Steel
- Sectors Sold: Automobiles, Banks & Fin Sevs, Telecom
- Top Sells: Tata Motors, PNB, Maruti, BHEL, Tata Steel, GAIL, Infosys, Bharti, Allahabad Bank and Axis Bank
- U/W Sectors (wrt Nifty): Auto, Banks & Financial Sevs, IT
- U/W Stocks (wrt Nifty): Axis, Bajaj Auto, Bharti, Coal India, DLF, Dr. Reddy's, Grasim, HDFC Bank, Hero Moto, HUL, HDFC, ICICI, Infosys, Jindal Steel, Kotak Bank, Reliance Inds., Sun Pharma, Tata Motors and Wipro
In Mid Caps:- Top Buys: Pipavav Defence, JSW ISPAT, Wockhardt, CRISIL, Sintex
- Top Sells: , MCX, Ashok Leyland, CPCL, Pantaloon, Akzo Nobel, TVS
Promoters:In Large Caps:- Stake Increased: Reliance Inds, M&M
- Stake Decreased: HCL Tech
In Mid Caps:- Stake Increased: Akzo Noble, Indian Hotels, Gitanjali Gems, S Mobility, Indiabulls Real Est, REI Agro, Alok Inds, Kalpataru Power and Rajesh Exports
- Stake Decreased: DB Corp, JSW ISPAT, Essar Ports, Videocon, Marico, Indiabulls Power, Shree Global and Pantaloon
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