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
- 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
- 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
- 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
- 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
- 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
- Top Buys: Pipavav Defence, JSW ISPAT, Wockhardt, CRISIL, Sintex
- Top Sells: Tata Chemicals, MCX, Ashok Leyland, CPCL, Pantaloon, Akzo Nobel, TVS
- Stake Increased: Reliance Inds, M&M
- Stake Decreased: HCL Tech
- 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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