STATE Bank of India - 2008 mit fettem Plus - 500 Beiträge pro Seite (Seite 2)

[Goldwalla]

SBI gets approval of government for public offer

22 Jul 2009, 0735 hrs IST, Prabhakar Sinha, TNN





NEW DELHI: The government, it is learnt, has allowed SBI to make a public issue of fresh equity shares, leading to dilution of government's

stake to 51% from 59.4% at present. In the process, SBI can raise over Rs 17,000 crore at its present share price of Rs 1,708.



A senior government official said that SBI approached the finance ministry to get nod for raising funds to support its business growth. The bank has enough capital adequacy ratio (CAR) at 12.97% under Basel I norm.



As the bank's deposits are likely to grow at over 20% in the current financial year, its CAR will fall to around 10%. However, as per the finance ministry's prudence norms, all the bank should maintain a CAR of 12%. As against, SBI said it would like to maintain its CAR at 13%. To maintain this, SBI has to raise funds from the market.



Finance secretary Ashok Chawla said disinvestment process will start in listed PSUs with dilution of government stake. He said in the first tranche, companies in which public holding is low, will be taken up. There are large number listed companies like MMTC and NMDC where public holding is less than 5%. However, he maintained that the final decision will be taken by the Cabinet.



In the banking sector, the government has created its own problems. While government wants to maintain a minimum of 51% holding in banks, it also wants to maintain a minimum CAR of 12%. Therefore, in many banks, where government's holding is close to 51%, it has no choice but to recapitalise them, which will further enlarge its fiscal deficit, already at 6.8% of GDP.



In SBI, to keep government's holding at 51%, the bank can issue 10.47 crore fresh shares. In 2008, SBI had raised Rs 16,736 crore through rights issue. Out of this, around Rs 9,900 crore was contributed by government. The rights issue shored up the CAR to around 14%. But as business grew, the CAR came down by March 2009 to 13%. This made SBI to seek permission from government to raise capital to improve its adequacy ratio.



SBI	A	1,696.50	1,708.40	-11.90	-0.70

[Goldwalla]

Rediff.Com India Q1 revenues up by 15%

July 21st, 2009

Anubhav Goyal 





 

 



Rediff.Com on Tuesday reported a sequential growth in overall revenues for the quarter ended June 30, 2009 of 11% in US Dollar terms (7% in Indian Rupee terms) makes us cautiously optimistic but it is important to note that on a year-on-year basis revenues are lower than in the corresponding quarter in the previous year by 40% in US Dollar terms (31% in Indian Rupee terms). 



India revenues were up 15% quarter over quarter (40% lower on a year-on-year basis) in US Dollar terms. The economic environment for online advertising in India continues to be challenging. Indian advertisers in the credit card, home loan, online travel, jobs, matrimony, shopping and real estate segments who normally account for about half of all online advertising in India continue to face difficult business conditions .



“We have recently completed a number of initiatives to strengthen our business and enhance our user base. We have enforced a common data model and adopted a RESTful architecture across all our services. Key benefits of this are improved performance and scalability and ease of adding newer features to existing products to keep pace with this fast evolving industry. Our services are now accessible with equal ease over both PC and Mobile Phone. We have improved our Search technology and have introduced social and collective intelligence features across all our services," Ajit Balakrishnan, Chairman and CEO, Rediff.com said.

[Goldwalla]

RNRL, TCS, Wipro among favourite picks of fund managers in June
22 Jul 2009, 1617 hrs IST, PTI

[Goldwalla]

Finally some Good News from Ranbaxy !!!
July 21, 2009

PrintEmail to a FriendAnalysis by: GLG Expert Contributor
Analysis of: Ranbaxy gets Canada's nod to market cholesterol drug
Published at: www.thehindubusinessline.com
Summary

We have not seen any good news from Ranbaxy for a long time now.

Finally there is some breath of fresh air !!!

This Canadian approval has the potential to add a reason sum of money to its bottom line considering the current Canadian Market size and relatively small competition.

[Goldwalla]

home > Ranbaxy Laboratories > news
Ranbaxy Receives Final Approval To Manufacture And Market Ran-Simvastatin Tablets In Canada
21 Jul 2009 , Gurgaon, India : Ranbaxy Laboratories Limited (RLL), announced today that the Company has received final approval in Canada to manufacture and market Ran-Simvastatin 5 mg, 10 mg, 20 mg, 40 mg and 80 mg tablets (Simvastatin) from Health Canada, Therapeutic Products Directorate (TPD). Total generic market size of Simvastatin tablets in Canada is $153 million ($CAD) [IMS-CDH: October 2008]. Ran-Simvastatin tablets are indicated for use as a lipid metabolism regulator.

“We look forward to marketing this organically developed product in all strengths that will be commercialized at an affordable price that will be beneficial to both the Canadian healthcare system, and most importantly, to Canadian patients. Ran-Simvastatin represents the second approval granted to RPCI in July that will further expand the depth and breadth of our product portfolio of molecules that have clinical utility and value. We plan to launch Ran-Simvastatin in a September timeframe,” said Paul Drake, President, RPCI.

Ranbaxy Pharmaceuticals-Canada Inc. (RPCI) based in Mississauga, Ontario, Canada, is a wholly owned subsidiary of Ranbaxy Laboratories Limited (RLL), India’s largest pharmaceutical company. RPCI is engaged in the sale and distribution of generic prescription products in the Canadian healthcare system.

Ranbaxy Laboratories Limited, headquartered in India, is an integrated, research based, international pharmaceutical company producing a wide range of quality, affordable generic medicines, trusted by healthcare professionals and patients across geographies. Ranbaxy’s continued focus on R&D has resulted in several approvals in developed markets and significant progress in New Drug Discovery Research. The Company’s foray into Novel Drug Delivery Systems has led to proprietary "platform technologies", resulting in a number of products under development. The Company is serving its customers in over 125 countries and has an expanding international portfolio of affiliates, joint ventures and alliances, ground operations in 49 countries and manufacturing operations in 11 countries.

[Goldwalla]

T giant Wipro steps up hiring, adds 710 staff

23 Jul 2009, 0140 hrs IST, ET Bureau



 

BANGALORE: In a quarter when peers TCS and Infosys reported a negative hiring, Wipro reported a net addition of 710 staff, as the company

continues to follow a more conservative hiring strategy based on the demand from customers.



“Hiring is a reflection of demand. We have started bringing people in certain niche areas and delivery centres,” said Pratik Kumar, HR head of the company. The company currently has 98,521 professionals in Wipro Technologies.



This year, Wipro plans to hire more local workers in its top export markets of the US and Europe in order to serve the customers better and also globalise its workforce.

[Goldwalla]

10 more flu cases in Delhi, CM against closure of schools
22 Jul 2009, 2216 hrs IST, PTI


NEW DELHI: Ten more persons, including five students, tested positive for swine flu in the national capital on Wednesday even as Chief Minister
Sheila Dikshit advised schools in the city not to create panic by closing down.

Delhi Health Minister Kiran Walia said 10 fresh cases of swine flu were reported taking the total number of those affected by virus in the city to 113.

She said of the 10 cases, five were those of students. So far 21 are admitted in the hospital are getting the treatment.

The Health Department has already issued advisories to private schools informing them about precautions needed to be taken to prevent spread of the disease among students.

With schools authorities shutting down their schools soon after a case of swine flu is reported in any of its students, Chief Minister Sheila Dikshit has advised them not to create panic by doing so.

"Closing down the school will create a panic, which is not necessary," Dikshit told reporters while reacting to reports of various schools asking their students to go on leave.

She, however, felt that it was the discretion of parents to send their children to school or not. "If parents don't want to send their ward (let them) not send them to school. The choice is with them. But we do not want to create a situation of panic which is not there," Dikshit said.

Last week, St Thomas School, Sardar Patel Vidyalaya and Springdales School in Pusa Road had asked their students to go on precautionary leave after their students was tested positive for the flu.

[Goldwalla]

Antwort auf Beitrag Nr.: 37.630.076 von Goldwalla am 23.07.09 11:45:43

Die Schweinegrippeopferzahlen sind ganz und garnicht nicht zuverlässig.

Gezählt werden nur diejenigen, die sich einen Krankenhausbesuch
leisten können.

Die "Anderen" werden gleich nach dem Ableben verbrannt,
ohne die Todesursachen festzustellen.

Als die Pest vor einigen Jahren in Indien ausbrach,
erzählten mir Gujaratis, sie sahen Berge von Leichen,
hauptsächlich Slumdwellers,
aber gezählt wurden nur die erkrankten Reichen.

[Goldwalla]

HDFC net up 21%; to raise Rs 4k crore

23 Jul 2009, 0042 hrs IST, ET Bureau



MUMBAI: Housing Development Finance Corporation on Wednesday unveiled plans to raise Rs 4,000 crore by placing debentures with institutions, as

it announced a 21% rise in first quarter profits and spoke about a resurgence in housing demand.



Shareholders of India’s top mortgage lender approved the qualified institutional placement (QIP) of non-convertible debentures with warrants, which allow its holders to buy shares in the future, at the firm’s annual meeting.



HDFC chairman Deepak Parekh said that the strike price for the warrants would be at a premium to present market levels.



Mr Parekh, who has run HDFC for nearly three decades and is set to become non-executive chairman after relinquishing executive duties at the end of 2009, told shareholders that there would not be any bonus issues until 2012-13 — making it 10 years after the last bonus issue.



However, he assured shareholders that the company would consider preferential allotment of shares in HDFC Standard Life to HDFC shareholders whenever the insurance firm chose to go public.



HDFC reported a net profit of Rs 564.92 cr for the quarter to end- June, up from Rs 468 in the year earlier period. Although profits improved, HDFC’s net interest margins declined slightly, falling to 2.19% for the quarter from 2.21% in FY09 and 2.32% the year before.



Mr Parekh said that margins in the earlier years were flattered by cheaper cost of funds thanks to the preferential allotment of shares to Carlyle and Citigroup, which raised Rs 3114cr raised in May 2007.



The HDFC chief also said that there was a resurgence in demand for housing, which was preventing property rates from falling while increasing loan growth.



HDFC approved loans worth Rs 12,259 cr during the quarter, up 23% year-on-year, while disbursals grew 21% to Rs 8,688 cr. Compared with the preceding quarter – the last quarter of the previous fiscal year – HDFC’s loan approvals and disbursements grew 45% and 19% respectively.



Responding to a query on outlook for interest rates Mr Parekh said “With the increased government borrowing, going forward everyone expects interest rates to rise. But for the the present there is ample liquidity and interest rates are soft” said Parekh.



Shares in HDFC closed 4.43% down at Rs 2,410.30 on Wednesday amid concerns of the expected equity dilution as a result of its proposed fund raising.



One analyst at a private bank, who did not wish to be named, said that there were concerns that the Rs 4,000cr QIP issue which could expand the com-pany’s equity base by 3.5% would put further pressure on margins. “The money will be used to buy shares of HDFC Bank, which will not earn as much income as say lending for home loans.”

[Goldwalla]

Merck will Serono komplett - Ranbaxy hat Interesse an Generikasparte
11.01.2007 - (dpa) Merck KGaA will den Schweizer Biotech-Konzerns Serono komplett übernehmen. Merck habe den verblieben Serono-Aktionären am Dienstag ein Kaufangebot unterbreitet, teilte der Pharma- und Spezialchemiekonzern mit. Unterdessen bekundete der größte indische Pharmakonzern Ranbaxy Interesse an der Übernahme der Generika-Sparte des deutschen Konkurrenten. Merck hatte am vergangenen Freitag bestätigt, den Verkauf seiner Generika-Sparte «als eine strategische Option» zu prüfen.

Den Aktionären der neuen Merck Serono SA wurden für alle Inhaberaktien mit einem Nennwert von je 25 Schweizer Franken 1100 Franken (rund 693 Euro) in bar geboten. Nach früheren Angaben entspricht dies einer Prämie von 20 Prozent bezogen auf den Aktienkurs vom 20. September 2006, dem Tag vor Bekanntwerden der geplanten Akquisition. Die Aktie notierte Dienstagmittag bei 1101 Franken. Die Angebotsfrist endet am 5. Februar und ist verlängerbar. Nach Angaben vom Freitag hält Merck insgesamt rund 84 Prozent des Serono-Kapitals und 89 Prozent der Stimmrechte. Die Übernahme kostet Merck insgesamt rund 10,6 Milliarden Euro.

Zum Merck-Geschäft mit Nachahmerpräparaten sagte Ranbaxy-Chef Malvinder Singh der «Times of India» (Dienstag): «Wir sind interessiert daran, das Unternehmen zu erwerben, wenn die Bewertung stimmt.» Es sei aber zu früh, sich zu Einzelheiten zu äußern. Das Blatt schreibt, der Wert der Generika-Sparte werde auf 5 Milliarden Dollar (3,84 Mrd Euro) geschätzt. Merck erwäge den Verkauf, um die 13,3 Milliarden Dollar teure Übernahme des Schweizer Pharmakonzerns Serono zu finanzieren.

Nach Angaben eines Sprechers vom Dienstag hat Merck bisher weder mit Ranbaxy noch mit einem anderen Interessenten über einen möglichen Verkauf des Geschäftsbereichs gesprochen. «Wir sind ganz am Anfang der Überlegungen. Es gibt noch keinen Beschluss, ob die Generika- Sparte überhaupt verkauft werden soll.»

Mit dem Zukauf in Deutschland würde Ranbaxy der weltweit drittgrößte Hersteller von Generika nach Teva Pharmaceuticals (Israel) und Sandoz, der Generika-Sparte des Schweizer Pharmariesen Novartis. Sollte es zu dem Geschäft kommen, wäre das die bislang größte Zukauf durch einen indischen Pharmakonzern im Ausland. Im Februar vergangenen Jahres hatte der nach eigenen Angaben zweitgrößte indische Pharmaproduzent Dr. Reddy's für 480 Millionen Euro das Augsburger Unternehmen Betapharm übernommen, das ebenfalls patentfreie Arzneimittel (Generika) herstellt. Auch Ranbaxy hatte für Betapharm geboten.

Indische Medien berichteten, auch andere indische Pharmafirmen hätten möglicherweise Interesse an Mercks Generika-Sparte. Die «Economic Times» (Dienstag) zitierte eine ungenannte Führungskraft von Dr. Reddy's, wonach es sich um ein «interessantes Angebot» handele. Ein Sprecher von Wockhardt Ltd. sagte dem Blatt, die Firma wolle in Europa investieren. Die wachsenden indische Pharmafirmen investieren zunehmend in Europa, um ihre Präsenz dort auszubauen. Ranbaxy ist derzeit unter den zehn größten Generika-Herstellern weltweit. Als Ziel hat die Firma eine Platzierung unter den ersten fünf und einen Umsatz von 5 Milliarden Dollar bis 2012 vorgegeben.so
Weitere Informationen

[Goldwalla]

Aktienkurs Rediff.com India Ltd. in USD

2,94 USD
+0,28 USD
+10,53 %

[Goldwalla]

http://business.rediff.com/report/2009/jul/23/tata-to-launch…

Mehr von Wipro

http://business.rediff.com/report/2009/jul/23/wipro-our-reve…


Ausländische Investoren strömen nach Indien:

http://business.rediff.com/report/2009/jul/23/overseas-inves…

[Goldwalla]

Mahanagar Telephone mit neuen Ansätzen:

PTV: BSNL, MTNL do it MyWay

Surajeet Das Gupta / New Delhi May 27, 2009, 0:10 IST



The state-owned telecom duo will shortly be rolling out the country's largest IPTV service. Can they really take on private DTH competitors?



  	

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State-owned telecom companies Bharat Sanchar Nigam Ltd (BSNL) and Mahanagar Telephone Nigam Ltd (MTNL) are not generally considered formidable competitors to private sector players. But a new offering franchised to a Delhi-based company could change things — not perhaps in the telecom space but for direct-to-home (DTH) service providers. The challenger: IPTV or internet-protocol TV.



“It’s time for DTH to retire, introducing MyWay IPTV”, runs the bold ad line for the campaign extolling the virtues of the new technology offered by Delhi-based Smart Digivision, the franchisee for the IPTV launch by BSNL, the national service provider, and MTNL, service provider for Delhi and Mumbai.



MyWay will be launched in over 54 cities — the largest IPTV launch in the country — in the next three months.



“We really do not see any competition,” said Jawahar Goel, who heads Zee group’s DTH venture Dish TV. “Some operators offered IPTV but it did not take off because of the poor quality of the pictures. Also, you need to have a broadband connection which adds to the cost and there are so few broadband homes in the country,” he added.



So why should MyWay be different? One, it is being launched country-wide rather than in a few pockets. Two, the state-owned companies have large fixed-line networks — larger than any private telecom competitor — to leverage. Together, both cover 33 million fixed lines in India compared to about 4.5 million lines owned by four private service providers.

[Goldwalla]

UMTS 3 G mit noch schwacher Nachfrage:

MTNL, BSNL get poor response to 3G	03-APR-09

Telecom firms hoping for a major shift by mobile customers to high-speed third generation (3G) services may be in for a disappointment. Between them, state-owned telecom companies Bharat Sanchar Nigam Ltd (BSNL) and Mahanagar Telephone Nigam Ltd (MTNL), which offers telecom services in Mumbai and Delhi, have managed to rope in just 3,200-odd customers for their 3G services.

[uprock]

Antwort auf Beitrag Nr.: 37.630.160 von Goldwalla am 23.07.09 11:53:26

"Die "Anderen" werden gleich nach dem Ableben verbrannt"

Gruselig . Wie muss man sich das vorstellen? Wie weit sind die Slumbewohner überhaupt in ihrer Existenz irgendwo erfasst (Einwohnermeldeamt sozusagen)? Oder kann es sein, dass jemand sein ganzes Leben lang quasi am Staat komplett vorbeilebt und es somit auch offiziell überhaupt nicht auffällt, wenn er stirbt? Ist der Staat irgendwie involviert, wenn es um den Verbleib von Toten in den Slums geht, oder wird das in Praxis den Bewohnern der Viertel überlassen? Gibt's eine Art Friedhofsordnung, oder kann man sich in Indien aussuchen, wie man seine Toten bestattet? Gibt es die berühmten Leichen, die den Ganges herabtreiben, noch?

Danke, dass Du Telecom-News in den Newsflow hier mit aufgenommen hast. Echt schade, dass nur Tata Com und Mahanagar bei uns handelbar sind. Manahagar zumindest ist ja seit Jahren leider eine der grössten Loser-Aktien ganz Indiens, obwohl sie schon in der Vergangenheit ganz interessante Konzepte hatten ('One India'-Tarif). Unterdessen sind die interessantesten Player nicht zu kaufen. Dabei ist offenbar noch nicht mal (mehr) immer das Problem, dass man Ausländer grundsätzlich nicht haben will. Habe beispielsweise seit Jahren Aktien von Reliance Com (aus dem grossen Reliance Ind-Spin Off 2007), also einem der besten indischen Telcom-Werte. Trotzdem wird die Aktie bis heute an keiner europäischen (und de facto an keiner ausserindischen) Börse gehandelt. Offenbar schlichtes Desinteresse sowohl der Firmen als auch der ausländischen Anleger. Unverständlich, wo doch aus vielen anderen Ländern jede Schrottaktie gleich auch in Deutschland gelistet wird.

Noch mal eine Frage zu Deinem Kommentar wegen Tata Com: versteh ich Dich richtig, dass Du das Business selber für interessant hälst, aber befürchtest, dass Tata Com unter Schwächen in anderen Bereichen der Tata Group leidet? Gibt es dafür Anhaltspunkte? Grundsätzlich finde ich den Laden nämlich sehr interessant - starke Stellung im Mobilfunk in Indien und auch in Südafrika, dazu die einzigartige Position im Untersee-Kabelgeschäft zwischen Asien und dem Rest der Welt. Wobei die Gewinnentwicklung seit Jahren eher mau ist und der Kursverlauf der Aktie Deine Skepsis bisher eher bestätigt.

Grüsse

[Goldwalla]

Friedhofsordnung in Indien

Christen und Moslems werden begraben,allerdings oft nicht so tief,
manchmal ergehe ich mich an einem Fluß,da ist eine öffentliche
Begräbnisstätte wohl für ärmere Muslims,dort liegen massenweise menschliche Knochen herum..
Die Hunde freuts.

Die Hindus lassen sich grundsätzlich verbrennen,
die Seele soll sehen wie sich der Körper in Feuer auflöst,
die Seele soll das Vorübergehende erkennen und einspeichern, diese
Erfahrung ins nächste Leben erinnernd mitnehmen.

Auch die Buddhisten,Sikhs und Jainas lassen verbrennen.
Dagegen lassen sich die Parsis von Aasgeier fressen.
Eine Vogelseuche bereitet dabei neuerdings Probleme..

Wer es sich leisten kann, läßt sich mit Holz,getrockneten Kuhfladen,
Butterschmalz und mit frommen Gesänge der Priesterkaste,
standesgemäß verbrennen, die Asche wird dem Fluß anvertraut
und treibt mit Blumen Richtung unendlichem Ozean.

Die Armen können sich für wenig Geld elektrisch verbrennen lassen,
die ganz Armen dümpeln in Tücher eingewickelt im Ganges..
oder anderen Flüssen.


Mahanagar Mahanagar Telephone Nigam Ltd101.30 +3.60 +3.68%
hat den bedeutenden Sprung über 100 RS geschafft.

In Frankfuurt Chart zu MAHANAGAR SP.ADR

2,84

-1,39 %
-0,040
Frankfurt (EUR), 24.07.09 | 09:06


TATA Telecom ist ein Hoffnungswert, ich war auch investiert
bin aber raus, die 20 € Hürde wurde seit Jahren nicht genommen.

TATA ist ähnlich wie die Ambanis auf allen \"Partys\" zu finden,
wie die meisten Inder sind sie sehr auf ihr Prestige bedacht
und verstricken sich dadurch in manchmal peinliche Superegoaktionen.

Das hat aber auch Tradition, welche die Kolonialmacht England
gut zu nutzen verstand.
Manche Maharajas wurden mit nur 6,12, oder gar 21 Salutschüssen begrüßt, je nach dem Nutzen..

Mit weniger als 21 Salutschüssen wurde für viele von diesen
Schwellköpfen das Leben unerträglich und es wurden alle Anstrengungen unternommen um aufzusteigen.
Das Volk hatte darunter zu bluten.

Und das in einem Kulturkreis der Buddhas, Teertankaras,Yogis,
Asketen, in dem das Ego als Schatten erkannt werden soll,
welcher das Leiden schafft und deshalb ausgelöscht werden soll.


TATA ist in Jaguar und Landrover, eingestiegen, das kam sehr teuer..
Deswegen ist bei TATA, Relianceanlagen (Hollywoodinvestitionen) eine gewisse Vorsicht angebracht.
Ein Ambanibruder sollte auch mit seinem Hubschrauber zusammen
abstürzen...
Na ja.

Ein schönes Wochenende wünsche ich Dir und weiterhin eine
ruhige und besonnene Hand bei Deinen Anlagen.

Gruß
goldwalla

[Goldwalla]

Die indischen Behörden (RBI) haben ein waches Auge auf Bankaktivitäten:

Several banks warned by RBI

24 Jul 2009, 1753 hrs IST, PTI





NEW DELHI: ICICI Bank was twice issued letter of warning or advisory note in last two years for violating Reserve Bank of India guidelines, Lok

Sabha was informed on Friday.



In 2007-08, ICICI Bank was accused for violating RBI guidelines/directives relating to opening of deposit accounts, which led to a fictitious accounts being opened by fraudsters at the bank's Patna branch.



The bank was issued 'Advisory Note' in December 2007 and a Letter of Warning in April 2008 for its irregular dealings in securities in Hong Kong, finance minister Pranab Mukherjee said in a written reply.



Besides ICICI Bank, some other banks including Bank of Baroda, Dena Bank, HSBC Bank and Centurion Bank of Punjab Ltd were issued letters of displeasure by the RBI for violating FEMA guidelines or with regard to opening of deposit accounts, the minister said.



In another written reply, he said RBI performs various functions which, inter-alia, include monetary management of the country, management of foreign exchange and domestic debt of the government, regulation and supervision of banks, financial institutions and non-banking finance companies.



These functions are derived from the provisions of various statutes such as the RBI Act, 1934, The Indian Coinage Act, 1906, The Banking Regulation Act, 1949 and others.



Mukherjee said the objective of assigning these responsibilities to RBI is to have a coordinated approach towards orderly growth of banking and other financial services, strengthening financial system of the country, promoting synchronised development and maintenance of foreign exchange market in the country.



He, however, said that "as and when any such issue of conflict of interest come to the fore, appropriate remedial measure is taken to remove the conflict, depending upon the state of preparedness of the system."

Read business stories in हिंदी | ગુજરાતી

[Goldwalla]

STATE Bank

SBI net seen up; ICICI may see slower growth

24 Jul 2009, 1317 hrs IST, REUTERS





MUMBAI: State Bank of India, the country's top lender, is likely to say on Thursday quarterly profit rose 22.5 percent on robust bond trading

income, but rival ICICI Bank will see slower growth as it cuts back on loans.



Banks in India have been riding on gains from trading in bonds as an economic slowdown hurt demand for loans, but rising bond yields on the back of a record government borrowing plan could dent income from the treasury operation in coming quarters.



Bond yields, which move inversely to prices, have risen 20 basis points since mid-June after the government set a 4.51 trillion rupees ($93 billion) target for borrowing in 2009/10 to bridge a fiscal deficit seen at the highest in 16 years.



"Most banks will take a hit in treasury income, though not a major one this quarter," said Darpin Shah, a sector analyst at Dolat Capital, referring to July-September. "But going forward it will show especially in the December quarter."



Loan growth outlook and capital-raising will be in focus for State Bank after the government said this month it may lower its stake to 55 percent from 59.4 percent. Chairman O.P. Bhatt has said the bank will need to raise up to $4 billion in equity this year.



Defaults by customers will be watched for ICICI, which has slowed lending to rein in bad debts that had risen to 1.95 percent of net advances by March.



"Slippages and provisioning are likely to remain elevated," brokerage Prabhudas Lilladher said in a research note.



Indian bank loans growth slowed to about 16 percent in June from almost double that in the fiscal year ended March 2008 as industrial activity slowed.



Analysts see credit growth reviving in the second half of 2009/10 as economic optimism returns, but do not expect it to reach anywhere near levels seen in 2007/08. Six analysts on average expected bank credit growth to touch 18 percent by March.



Slower loan growth coupled with lending rate cuts under government pressure would hit State Bank's net interest margins, a key measure of efficiency, analysts said.



State Bank, which along with its associates controls a quarter of Indian bank loans and deposits, has dropped rates by 200 basis points since last November and offers one of the lowest bank lending rates now.



Bhatt has said he aims to keep net interest margins around 2.5 percent this year, compared with over 3 percent last year.



Shares of State Bank are up 32 percent so far this year and ICICI shares have jumped 71 percent, compared with the 52 percent rise for the sector index and a 57.4 percent gain for the benchmark index.

[Goldwalla]

Friday July 24, 04:30 PM

Ranbaxy Q2 net soars, beats f'cast
NEW DELHI (Reuters) - Ranbaxy Laboratories, India's leading drugmaker by sales, on Friday reported consolidated quarterly net profit soared from a year earlier on strong foreign exchange gains, after posting three straight quarters of losses.

The New Delhi-based firm, in which Japan's Daiichi Sankyo bought about 64 percent last year, said net profit rose to $139 million in its fiscal second quarter ended June from $5.5 million a year ago.

It said in rupee terms, the profit was up at 6.93 billion rupees from 229 million a year ago.

A Reuters poll of 10 analysts had estimated net profit of 3.07 billion rupees for the firm

[Goldwalla]

Die Zeit der Kursverdoppler im Sensex ist noch lange nicht vorbei.

[Goldwalla]

Antwort auf Beitrag Nr.: 37.641.465 von Goldwalla am 24.07.09 15:34:49

Zur Erinnerung,der Höchstkurs von Ranbaxy war bis 2005 bei über 20 €

[Goldwalla]

Antwort auf Beitrag Nr.: 37.641.703 von Goldwalla am 24.07.09 15:58:09

Die Gewinnmeldung von Ranbaxy kam erst nach dem Börsenschluß
in Indien durch, wir dürfen neugierig sein.

Montag werden wir erst eine Reaktion darauf haben.
Daher heute nur eine leichte Veränderung:

Ranbaxy Labs. A + 279.65 274.40 + 5.25 +1.91

[Goldwalla]

Antwort auf Beitrag Nr.: 37.643.509 von Goldwalla am 24.07.09 19:44:14

About Daiichi Sankyo Company, Limited

A global pharma innovator, Daiichi Sankyo Company, Ltd., was established in 2005 through the merger of two

leading Japanese pharmaceutical companies. This integration created a more robust organization that allows for

continuous development of novel drugs that enrich the quality of life for patients around the world. A central

focus of Daiichi Sankyo's research and development are thrombotic disorders, malignant neoplasm, diabetes

mellitus, and autoimmune disorders. Equally important to the company are hypertension, hyperlipidemia or

atherosclerosis and bacterial infections. For more information, visit www.daiichisankyo.com





About Ranbaxy Laboratories Limited

Ranbaxy Laboratories Limited, India's largest pharmaceutical company, is an integrated, research based,

international pharmaceutical company producing a wide range of quality, affordable generic medicines, trusted by

healthcare professionals and patients across geographies. Ranbaxy’s continued focus on R&D has resulted in

several approvals in developed markets and significant progress in New Drug Discovery Research. The

Company’s foray into Novel Drug Delivery Systems has led to proprietary "platform technologies," resulting in a

number of products under development. The Company is serving its customers in over 125 countries and has an

expanding international portfolio of affiliates, joint ventures and alliances, ground operations in 49 countries and

manufacturing operations in 11 countries. Ranbaxy is a subsidiary of DaiichiAbout Daiichi Sankyo Company, Limited

A global pharma innovator, Daiichi Sankyo Company, Ltd., was established in 2005 through the merger of two

leading Japanese pharmaceutical companies. This integration created a more robust organization that allows for

continuous development of novel drugs that enrich the quality of life for patients around the world. A central

focus of Daiichi Sankyo's research and development are thrombotic disorders, malignant neoplasm, diabetes

mellitus, and autoimmune disorders. Equally important to the company are hypertension, hyperlipidemia or

atherosclerosis and bacterial infections. For more information, visit www.daiichisankyo.com

About Ranbaxy Laboratories Limited

Ranbaxy Laboratories Limited, India's largest pharmaceutical company, is an integrated, research based,

international pharmaceutical company producing a wide range of quality, affordable generic medicines, trusted by

healthcare professionals and patients across geographies. Ranbaxy’s continued focus on R&D has resulted in

several approvals in developed markets and significant progress in New Drug Discovery Research. The

Company’s foray into Novel Drug Delivery Systems has led to proprietary "platform technologies," resulting in a

number of products under development. The Company is serving its customers in over 125 countries and has an

expanding international portfolio of affiliates, joint ventures and alliances, ground operations in 49 countries and

manufacturing operations in 11 countries. Ranbaxy is a subsidiary of Daiichi[ Shankyo LTD/pre]

[Goldwalla]

Reliance Industries verfehlt Erwartungen im ersten Fiskalquartal

Mumbai (aktiencheck.de AG) - Das indische Raffinerie-Unternehmen Reliance Industries Ltd. (ISIN US7594701077/ WKN 884241) legte

Leser des Artikels: 101





Mumbai (aktiencheck.de AG) - Das indische Raffinerie-Unternehmen Reliance Industries Ltd. (ISIN US7594701077/ WKN 884241) legte am Freitag die Geschäftszahlen für das erste Fiskalquartal 2009/10 vor.





Dem Bericht zufolge ist der Umsatz des Unternehmens von 430,50 Mrd. Indischen Rupien (INR) auf 333,09 Mrd. INR zurückgegangen. Währenddessen sanken der Nettogewinn von 41,10 Mrd. INR auf 36,36 Mrd. INR sowie das EPS von 28,1 INR auf 23,1 INR. Analysten waren im Vorfeld von einem Nettogewinn in Höhe von 40 Mrd. INR ausgegangen. Der Verbrauch von Rohstoffen und Verbrauchsgütern ist nach Angabe des Unternehmens im Jahresvergleich um 24,6 Prozent gesunken.

[Goldwalla]

Antwort auf Beitrag Nr.: 37.636.269 von uprock am 23.07.09 22:02:25

Gruselig aufmerksam . Wie muss man sich das vorstellen? Wie weit sind die Slumbewohner überhaupt in ihrer Existenz irgendwo erfasst (Einwohnermeldeamt sozusagen)? Oder kann es sein, dass jemand sein ganzes Leben lang quasi am Staat komplett vorbeilebt und es somit auch offiziell überhaupt nicht auffällt, wenn er stirbt? Ist der Staat irgendwie involviert, wenn es um den Verbleib von Toten in den Slums geht, oder wird das in Praxis den Bewohnern der Viertel überlassen?



Indien regiert sich selber.
Die Slumdweller sind nirgendwo erfaßt.
Es gibt in jedem Slum einen Boss, vielleicht weiß dieser von irgendweiner erbärmlichen Existenz?

Es fällt natürlich niemandem auf, außer der eigenen Familie, wenn jemand seinen Körper verläßt.Täglich fahren LKWs durch die Gemeinden und sammeln diese verlassenen Körper auf.

Aber auch das wird sich langsam verändern.

Er werden Anstrengungen unternommen, jedem Inder seine Kennkarte,
seine ID zu geben, damit sie existieren, damit sie wählen können,
Bankkonten eröffnen können,Briefe empfangen etc.

Der Film Slumdog mag einen oberflächlichen Eindruck über die
Situation in einem Slum vermitteln.

Der Tod ist für Menschen die an eine Wiedergeburt glauben,
leichter akzeptierbar.
Der christlich konditionierte Mensch ist eher erschreckt,
wenn er mit dem Tod konfrontiert wird.
Es geht dann ab in den Himmel/Hölle und das für eine Ewigkeit...
Das kann natürlich einem das Fürchten lernen.

[Goldwalla]

Antwort auf Beitrag Nr.: 37.644.721 von Goldwalla am 24.07.09 23:28:08

Übrigens möchte Chaiman Bill Gates gerne an dem Kennkartenprojekt
mitarbeiten:

http://business.rediff.com/slide-show/2009/jul/24/slide-show…

[Goldwalla]

 MUMBAI: Telecom services provider Tata Communications Saturday said its net profit for the quarter ended June 30 fell 67 per cent to Rs 32 crore

($6.6 million) as against Rs 98 crore in the same period last fiscal.



Tata's stand-alone revenue also fell 3.2 per cent to Rs 843 crore for the quarter under review from Rs 871 crore, the company said in a statement.



The company's operating profit was, however, up 10 per cent to Rs 218 crore from Rs 199 crore.



Tata Communications announced a slew of new partnerships and new launches in the quarter. It partnered with Qatar Telecom (QTel) and RTComm in Russia to deliver global connectivity services.



The company also partnered with Starwood hotels to roll out its video-conferencing facility, the statement added.

[Goldwalla]

ICICI Bank Q1 net rises 21 pc; tops forecast
25 Jul 2009, 1545 hrs IST, REUTERS


MUMBAI: ICICI Bank, India's No 2 lender, on Saturday beat forecast with a 20.6 per cent rise in net profit, helped by higher trading income that

offset provisions for bad debts and slowing loan growth. ( Watch )

New York-listed ICICI said net profit rose to Rs 8.78 billion ($182 million) in its fiscal first quarter ending in June, from 7.28 billion rupees reported a year ago.

A Reuters poll of analysts had forecast net profit to rise to Rs 7.7 billion.

The bank said its total income in the June quarter fell to Rs 92.23 billion from Rs 94.30 billion a year ago.

[Goldwalla]

 NEW DELHI: Ranbaxy Laboratories on Friday stuck to its forecast of a $150 million (about Rs 725 crore) loss for the fiscal year, despite

posting better-than-expected quarterly earnings boosted by hefty forex gains. ( Watch )



The firm, India’s biggest drugmaker by sales, said earnings in the remaining two quarters would remain hostage to the effects of rupee-dollar fluctuations, but said it was hopeful of resolving its regulatory troubles in the US soon. Ranbaxy’s results have been weighed down in the last three quarters by forex losses and a US ban on some products.



Now majority owned by Japan’s Daiichi Sankyo, Ranbaxy reported a consolidated net profit of Rs 693 crore for the second quarter to June 30 — its first after three consecutive quarterly losses. In the same quarter last year, the company had posted a consolidated profit of Rs 23 crore.



During the quarter, it posted a mark-to-market foreign exchange gain of Rs 807 crore, which enabled it to write off most of its Rs 918-crore loss incurred in the preceding quarter.



Shares in the company closed nearly 2% up at Rs 279.65 on the BSE. The results were announced after market hours.



Ranbaxy's global sales dipped 2% to Rs 1,795 crore during the quarter, weighed down by lower sales in US and Europe. Sales in the US were down 41%, largely due to a ban imposed on 30 drugs made at Ranbaxy's plants at Dewas and Poanta Sahib. The US Food and Drugs Administration (FDA) had banned these products last September for alleged fabrication of drug test results.



Ranbaxy CEO and MD Atul Sobti, who recently took over from the firm's former promoter Malvinder Singh, said the company will soon seek FDA's review of its Dewas plant. "In Dewas, we want a re-inspection and that should happen soon," he said. For the Poanta Sahib plant, the company said it had sent a "corrective action plan" to the US regulator and it expected a reply later this month.



Mr Sobti said the company was hopeful of a turnaround in the US soon. "We have chosen on a short-term basis not to start cutting down and chopping because we believe we will be back in the US," he told ET NOW in an interview.



Ranbaxy saw sales from emerging markets, including India, grow 4% to Rs 1,016 crore. These markets now contribute about 57% to its revenues. "Our big money was always in emerging markets and they remain so, and once we are back in the US, that is another great market for us," he added.



The company said its pipeline of so-called first-to-file (FTF) opportunities was intact. FTF refers to drugs whose generic, or low-cost, versions can be launched by a drugmaker which enjoys an 180-day exclusive marketing period during which time no other generic versions can be sold. FTFs are the main growth drivers for most leading Indian companies that make generic versions of expensive drugs that have gone off patent.



Ranbaxy will launch another FTF in December this year. "The launch of Valtrex (an anti-herpes drug) is on track. We are also scaling up facilities in Ohm Laboratories in the US and a new plant at Mohali to be ready for launches in 2010-11," Mr Sobti said.



Earlier this year, the company missed the launch date of an FTF drug, which resulted in a one time gain for rival Dr Reddy's. Its supply of raw material for another drug to AstraZeneca has also been delayed.

[Goldwalla]

http://www.finanznachrichten.de/nachrichten-2009-07/14520614…

[Goldwalla]

MTNL Board to consider Q1 results & Audited FY09 results on Jul 31, 2009
July 24, 2009

Mahanagar Telephone Nigam Ltd (MTNL) has informed BSE that a meeting of the Board of Directors of the Company will be held on July 31, 2009, inter alia, to consider and approve the following:

1. Unaudited Financial Results (provisional) for the quarter ended on June 30, 2009.

2. Annual Audited Accounts of the Company for the financial year 2008-09.

3. Recommendation of the dividend, if any.
Source: BSE India Type: Announcements


Mahanagar sind sehr munter geworden,heute 106.05 +4.75 +4.69%

Am 31.07.09 wird über eine ev. Dividende entschieden.

[Goldwalla]

Put on hold..

Die Verschmelzung der Mahanagar Telephon mit der staatlichen
landesweit operierenden BSNL wurde noch nicht durchgeführt:

BSNL-MTNL merger put on hold

20 Jul 2009, 1859 hrs IST, IANS



NEW DELHI: The government on Monday said the proposed merger of the two state-run telecom operators - Bharat Sanchar Nigam Ltd (BSNL) and

Mahanagar Telephone Nigam Ltd (MTNL) - has been put on hold.



"Since the enabling conditions for the suggested options are not appropriate enough to lead to a successful merger and considering the complexity of the issues involved, the restructuring of BSNL and MTNL has been put on hold for the time being," Minister of State for Communications and IT Gurudas Kamat told the Lok Sabha.



The government had earlier appointed ICICI Securities to advise it in restructuring the two public sector companies.



MTNL offers services in Mumbai and Delhi, while BSNL is operating in the rest of the country.

[Goldwalla]

BSNL-MTNL merger best option for both, says Kuldeep Goyal

Rajesh S Kurup / Mumbai July 21, 2009, 0:30 IST




A merger between state-run telecom firms Bharat Sanchar Nigam Ltd (BSNL) and Mahanagar Telephone Nigam Ltd (MTNL) is the best option because it would create the country’s largest telecom company, said Kuldeep Goyal chairman and managing director of BSNL.

“The merger would also help synergise operations of both the telecom companies,” Goyal said in an interview to Business Standard.

Goyal, however, said the preference for a merger was his personal view. The Department of Telecommunications and boards of both companies had discussed the issue many times, but never come to a conclusion.

He added that he was not worried if the merger did not take place. “We have initiated plans to create synergy between both the companies, like joint go-to-market procedures,” he said.

A merger would create a behemoth with a turnover of over Rs 39,000 crore, higher than its nearest rival Bharti Airtel at around Rs 37,000 crore. It would, however, have around 52 million subscribers compared to Bharti Airtel’s over 100 million.

In the decades before telecom services were liberalised, the government provided all-India services through the department of telecom. MTNL was spun off as a separate entity in 1986 to focus on the fast-growing cities of Mumbai and Delhi.

In 2000, the government decided that BSNL would offer pan-India telecom services, except in Delhi and Mumbai. This has created issues for both companies. MTNL, for instance, finds itself restricted to two major cities, with limited scope for expansion. It has a 1.3 per cent market share of mobile GSM services, the fastest-growing segment of the telecom market.

BSNL, on the other hand, has been considering an initial public offer to raise over Rs 10,000 crore to fund its GSM expansion, a move its unions have opposed. Its alternative is to find a global investor for a strategic minority stake.

BSNL’s revenues fell 21 per cent in 2008-09 to Rs 11,505 crore from Rs 14,499 crore recorded in the previous year, according to a statement made by Minister of State for Communications and IT Gurudas Kamat in the Rajya Sabha.

Goyal conceded that revenues have fallen but said it was taking key initiatives to arrest the fall.

The plan includes sharing towers and the optical fibre backbone with competitors, venturing into new businesses like managed networks and providing IT services like security (firewalls) and managed network services to other companies. BSNL is also venturing into Virtual Private Network (VPN) operations for which it is tying up with international companies like Cable&Wireless, British Telecom, BCCW Hong Kong and NTT DoCoMo.

On the question of offering a voluntary retirement scheme (VRS) to reduce its workforce of 2,79,000 employees, Goyal said at the moment there are “no active proposals under consideration”, but the company might looking at staffing after the restructuring exercise is over. “If there is a need for VRS, we will come out with one and talk to the employees,” he added.


Das könnte sehr spannend werden

[Goldwalla]

Shri Kuldeep Goyal has taken over as Chairman & Managing Director of BSNL on August 1, 2007. Shri Kuldeep Goyal joined the Indian Telecommunication Service of Govt. of India in 1972. He is an Engineering Graduate from IIT Roorkee.



Just prior to taking over as CMD, BSNL, Shri Goyal has worked as Director (Planning & New Services) and was responsible for planning and execution of strategy for expansion of BSNL's network.



With more than 35 years of service, Shri Goyal has vast experience in telecom sector viz. planning, installation, operation and maintenance of wirelines and wireless services, data services, computerization of various activities in telecom network and provision of value added services.



While working as chief General Manager, Maharashtra Telecom circle, he was in charge for operations, planning and expansion of telecom network of the largest circle of BSNL and contributed to rapid growth of telecom networks in Maharashtra and Goa. During his short tenure of ten months as Executive Director, MTNL Mumbai, he was able to double the connections in GSM network of MTNL Mumbai and MTNL's market share was enhanced from 8.93% to 15.5%. During his tenure, broadband service was also started in January 2005 and 40000 subscribers were enrolled during a short period of nine months.



Shri Goyal has worked in Yemen on a foreign project through Telecommunications Consultants India Ltd. He was also a Member of National Working Group of ITU-T Study Group 2 on operational aspect of service, provision and performance of telecom networks and participated in meeting of ITU-T Study Group 2 at Geneva.



Shri Goyal has delivered a number of talks on various topics relating to telecom in various forums like GSM Association, Institute of Engineers, Institute of Electrical and Telecommuincations Engineers, CII, Door Darshan and A.I.R. Some of his articles - "Telecommunication Industry at a Glance", "Universal access - An international perspective" and "Trade in Telecommunications" have been published in Telecommunications Journal

[Goldwalla]

umbai (aktiencheck.de AG) - Der indische Fahrzeughersteller Tata Motors Ltd. (ISIN US8765685024 / WKN A0DJ9M)

Leser des Artikels: 106





Mumbai (aktiencheck.de AG) - Der indische Fahrzeughersteller Tata Motors Ltd. (ISIN US8765685024 / WKN A0DJ9M) gab am Montag einen Gewinnsprung für das zweite Quartal 2009 bekannt.





Wie das indische Unternehmen am Montag mitteilte, ging der Umsatz ohne Umsatzsteuer um 7,6 Prozent auf 64,0 Mrd. Indische Rupien (INR) zurück. Im Vorjahreszeitraum hatte Tata Motors noch einen Umsatz von 69,3 Mrd. INR erzielt. Dennoch erhöhte sich der Nettogewinn trotz rückläufiger Nachfrage um 57,5 Prozent auf 5,1 Mrd. INR. Die Gründe sind in Maßnahmen zur Steigerung der Effizienz, gesunkenen Rohstoffpreisen sowie geänderten Bilanzregeln zu suchen. Im Vorjahreszeitraum hatte der Nettogewinn 3,5 Mrd. INR betragen.





Analysten hatten lediglich mit einem Nettogewinn von 994 Mio. INR gerechnet. Die Marken Jaguar und Land Rover, die erste im vergangenen Jahr erworben wurden, wurden hierbei noch nicht berücksichtigt. Der Fahrzeugabsatz von Tata Motors sank um 4,3 Prozent auf insgesamt 127.340 Einheiten, wobei der Export durch die weltweite Wirtschaftskrise mit 43 Prozent besonders litt.





Die Aktie von Tata Motors notierte in Bombay zuletzt bei 373,50 INR (+0,39 Prozent). (27.07.2009/ac/n/



Die Marken Jaguar und Land Rover, wurden nicht berücksichtiigt.

[Goldwalla]

Antwort auf Beitrag Nr.: 37.655.515 von Goldwalla am 27.07.09 21:17:26

BSNL-MTNL merger best option for both, says Kuldeep Goyal

Die beiden Telefongesellschaften würden Bharti Airtel
auf den 2. Platz runterdrücken.

[Goldwalla]

Antwort auf Beitrag Nr.: 37.645.896 von Goldwalla am 25.07.09 14:16:42

Möchte an das Übernahmeangebot für Ranbaxy erinnern:

Daiichi Sankyo legt $4,6 Mrd-Übernahmeangebot für Ranbaxy

Datum 11.06.2008 - Uhrzeit 13:20 (© BörseGo AG 2000-2009, Autor: Huber Christoph, Redakteur, © GodmodeTrader - http://www.godmode-trader.de/)

WKN: 912364 | ISIN: USY7187Y1166 | Intradaykurs:



Tokio (BoerseGo.de) - Der drittgrößte japanische Pharmakonzern Daiichi Sankyo Co. will den indischen Generik-Hersteller Ranbaxy Laboratories Ltd. für bis zu 4,6 Milliarden Dollar übernehmen. Dies teilte das Unternehmen am Mittwoch mit. Zum Erwerb sind mehr als 50,1 Prozent der Anteile bestimmt.



Der gebotene Preis von 737 Rupees je Aktie liegt 31 Prozen über den letzten Kurs..

[uprock]

Antwort auf Beitrag Nr.: 37.672.979 von Goldwalla am 29.07.09 21:09:18

Bis wann ist das Angebot befristet?

[Goldwalla]

Antwort auf Beitrag Nr.: 37.673.123 von uprock am 29.07.09 21:26:10

Ranbaxy Labs. A + 271.80 269.75 + 2.05 +0.76

Ist schon abgelaufen.

Aber, Ranbaxy schreibt schon wieder schwarze Zahlen.
(siehe oben)

Vielleicht bin ich zu optimistisch, aber Ran könnte gut sein
für positive Überraschungen.

[Goldwalla]

Mahanager:

Mahanagar Telephone Nigam, MTNL touched an intraday high of Rs 108 and an intraday low of Rs 100.55. At 1:03 pm, the share was quoting at Rs 101.85, down Rs 5.35, or 4.99%.

[Goldwalla]

Larsen & Toubro
„Wir können alles bauen!“DAS KÖNNTE SIE
AUCH INTERESSIEREN
16.06.2009

Deutsche Bank:
Sechs Milliarden Euro Überschuss Die Zahlen von Larsen & Toubro (LT) sind beeindruckend: In den vergangenen fünf Jahren steigerte das größte indische Bauunternehmen den Umsatz um jährlich 27 Prozent. Allein im vergangenen Geschäftsjahr 2008 verbesserte die Nummer eins mit einem Marktanteil von knapp 50 Prozent den Umsatz um 38,6 Prozent auf 5,92 Milliarden Euro. Eine Delle ist nicht in Sicht: Trotz der weltweiten Wirtschafts- und Finanzmarktkrise meldete der Infrastruktur-Konzern, der 1938 von den beiden dänischen Ingenieuren Henning Holck-Larsen und Soren Kristian Toubro gegründet wurde, nun ein Auftragsplus für das Geschäftsjahr 2009/10 von satten 24 Prozent.

„Das sind zwar beeindruckende Zahlen“, schreibt Suhas Harinarayanan, Analyst der UBS Bank in Mumbai, in seiner neuesten Larsen&Toubro-Studie „Große Aufträge treiben den Aktienkurs“. Die milliardenschweren Aufträge der Regierung und das aktuelle Konjunkturprogramm seien in den jüngsten Orderzahlen aber noch gar nicht enthalten. „In den nächsten drei bis vier Jahren erwarten wir in Indien neue Infrastruktur-Aufträge im Wert von 200 Milliarden Dollar“, schreibt Harinarayanan.

Der größte Profiteur wird nach seiner Ansicht Marktführer LT sein. Aus diesem Grund revidierte der UBS-Analyst nun seine Prognose für die Aufragseingänge deutlich nach oben. Statt um 15 bis 25 Prozent soll Larsen & Toubro für das Geschäftsjahr 2011/12 nun 25 bis 30 Prozent mehr Aufträge bekommen. Unter dem Strich kalkuliert der Banker 2011/2012 (31.3.) einen Umsatz von 10,79 Milliarden Euro – 150 Prozent mehr als im vergangenen Jahr. Der Gewinn je Aktie soll ebenfalls um 150 Prozent explodieren auf 1,44 Euro. Sein Rat: das Papier auf dem „historisch niedrigen Niveau“ kaufen.

Gleicher Meinung ist Venugopal Garre, Infrastruktur-Experte der Credit Suisse: „Für die Aktie spricht die riesige Auftragswelle.“ Über drei Milliarden Euro Orders erwartet er für den Bereich „urbane Infrastruktur“ bis zum Jahr 2016. Dem Straßenbau und der Energieerzeugung sollen bis 2013 jeweils 2,2 Milliarden Euro an Aufträgen zufließen. Hinzu kommen 1,8 Milliarden Euro für die Sparte Öl & Gas, knapp eine Milliarde (bis 2011) im Bereich Flughafenbau. Unter dem Strich sind das neue Aufträge im Wert von rund zehn Milliarden Euro.

Aktuell bauen die Inder Geschäftsgebäude für den amerikanischen Haushaltsgerätehersteller Nesco, den indischen Stahlgiganten Tata Steel, Kraftwerke in Bhutan sowie den Darley Road Tower in Sri Lanka und das Flughafenhotel in Bangalore. Der Löwenanteil der Umsätze (81 Prozent) entfällt auf den Heimatmarkt, elf Prozent auf den Mittleren Osten und acht Prozent auf sonstige Länder. Das soll sich ändern. Bereits heute unterhält Larsen & Toubro Außenstellen in Houston, London, Mailand, Shanghai und Seoul. Wie viel er einmal im Ausland umsetzen will, dazu hält sich der LT-Chef A. M. Naik bedeckt. Nur so viel: „Wir können Straßen, Brücken, Flughäfen, Eisenbahnstrecken, Wasserwerke, Ölpipelines, Kraftwerke, Bohrinseln und Schiffe bauen. Das können auf der Welt nur wenige Unternehmen von sich behaupten, dass sie alles können!“


Das scheint die Finanzexperten mächtig zu überzeugen, allen voran Suhas Harinarayanan. „Die Aktie war in den vergangenen Jahren der Outperformer des indischen Aktienmarkts, ist im laufenden Jahr der Outperformer und wird auch in Zukunft der Outperformer sein“, sagt der UBS-Analyst. Kursziel: 23,30 Euro – 20 Prozent über dem aktuellen Kurs. Stopp: 16,90 Euro.

[Goldwalla]

Antwort auf Beitrag Nr.: 37.673.407 von Goldwalla am 29.07.09 21:53:57

Mahanagar,
ist die Dividende in Gefahr?

[Goldwalla]

Email
thisSave to
My PageAsk
UsersWrite a
CommentIndia's 10 biggest trading partners


Germany

Fiscal Year 2007-08

Total exports: $5.19 billion
Total imports: $9.87 billion
Total trade = $15.06 billion

From April 08 to December 08

Total exports: $4.37 billion
Total imports: $8.29 billion
Total trade = $12.66 billion


The top 5 items that India exports to Germany are:

Nuclear reactors, boilers, machinery and mechanical appliances
Electrical machinery and equipment and parts thereof; sound recorders and reproducers, television image and sound recorders and reproducers
Aircraft, spacecraft, and parts thereof.
Organic chemicals
Vehicles other than railway or tramway rolling stock, and parts and accessories thereof.



Some of the items that India imports from Germany are:

Organic chemicals
Paper and paperboard; articles of paper pulp, of paper or of paperboard
Optical, photographic cinematographic measuring, checking precision, medical or surgical inst. and apparatus parts and accessories
Iron and steel
Plastic and articles thereof.

Anmerkung: organische Chemikalien???

[uprock]

Antwort auf Beitrag Nr.: 37.673.596 von Goldwalla am 29.07.09 22:07:49

"Mahanagar, ist die Dividende in Gefahr?"

Sehr schön, dass Du Dich über 1-2% Dividendenrendite besorgst. Mich irritieren eigentlich mehr die circa 50% Kursminus, welche das Teil seit 2007 hingelegt hat.

Netter Artikel zu L+T. Die etwas zögerliche Kursentwicklung der letzten Wochen soll ja angeblich damit zu tun haben, dass die Aufträge aus dem staatlichen Infrastrukturprogramm noch nicht richtig in Gang gekommen sind.

Trotzdem wohl einer der langfristig sichersten Profiteure schlechthin von der weiteren Aufwärtsentwicklung in Indien. Und bisher überraschenderweise an den westlichen Börsen noch sehr wenig wahrgenommen. Müssten mal mit einer konzentrierten Promooffensive rausgehen nach dem Motto: Larsen+Toubro - die General Electric von Indien (plus Südostasien+arabische Halbinsel) - aber ohne die GE-Finanzsparten-Probleme !

[Goldwalla]

Antwort auf Beitrag Nr.: 37.674.335 von uprock am 30.07.09 01:18:34

L&T legen gegenwärtig eine kleine Verschnaufpause ein.
Der Kurs hat sich ja verdreifacht.

Wipro ist auch an schwachen Börsentagen in Indien sehr fest.
Gehört augenblicklich zu den Topgewinnern.

Wipro Ltd A + 477.30 466.70 + 10.60 +2.27

L & T A 1,455.05 1,462.55 -7.50 -0.51


Wipro steht an 3.Stelle der IT Giganten.
At no. 3 is Wipro Technologies. The company had 98,521 people on its rolls as on June 30, 2009. During the first quarter of current fiscal, the company recruited 711 employees.

[Goldwalla]

1:25 pm: State Bank of India has posted consolidated net profit of Rs. 2758.53 crore for the quarter ended June 30, 2009, up from Rs. 1640.92 crore for the corresponding quarter of 2008. Interest earned by the bank was Rs. 24641.11 crore compared with Rs. 20224.08 crore same period last year. Interest expended was Rs. 17524.15 crore against Rs. 13509.96 crore year ago.

Shares of the state-owned bank were higher by 2.4% at Rs 1,696.35 on NSE. The stock had risen to Rs 1,744 earlier.

[Goldwalla]

Antwort auf Beitrag Nr.: 37.676.509 von Goldwalla am 30.07.09 11:48:31

Anteile der Großbank State Bank of India legen fast 4 Prozent zu. Das Finanzinstitut konnte sein Nettoergebnis im Auftaktquartal überraschend deutlich um 42 Prozent steigern.

[Goldwalla]

Antwort auf Beitrag Nr.: 37.676.774 von Goldwalla am 30.07.09 12:16:10

Bei ICICI Gewinne mitnehmen und bei SBI aufstocken?

Ich konnte nicht anders.

[Goldwalla]

Wipro Ltd A + 488.55 466.70 + 21.85 +4.68

Wipro notierten übrigens 2003/2004 ca. 40 €

2000 sogar mit 75 €

gegenwärtig in Frankfurt mit 10,28

+0,78 %

[Goldwalla]

Antwort auf Beitrag Nr.: 37.677.386 von Goldwalla am 30.07.09 13:16:50

Seit der Betrachtung über Wipro sind einige Tausend Wiproaktien
umgegangen,ohne das der Kurs derart angezogen ist wie heute in Indien.

Vielleicht ist das Verborgene welches dieser Thread bietet, von
einigem Vorteil.

[Goldwalla]

Antwort auf Beitrag Nr.: 37.674.335 von uprock am 30.07.09 01:18:34

lachen Sehr schön, dass Du Dich über 1-2% Dividendenrendite besorgst. Mich irritieren eigentlich mehr die circa 50% Kursminus, welche das Teil seit 2007 hingelegt hat.


Ich beobachte von einem Kursgewinn die Mahanager heraus.
Das macht den Unterschied.

Wie die Vorzeichen stehen, mag die Fusion Mahanagar mit der BSNL
anstehen.

Dann wirds sehr interessant.

BSNL gehört auch dem Staat und ist indienweit sehr gut verbreitet.
Es wird oft dort Bedeckung geboten, wo die Großen, wie Airtel keinen Dienst anbieten.

Auch ist BSNL bekannt dafür über eine Telefonlandline preiswerte, aber eher langsame Internetdienste anzubieten.

Gelingt die ausstehende Fusion, wird eine neue Nr. 1 entstehen
und Airtel damit auf Platz 2 verweisen.

[Goldwalla]

Nochmal:

BSNL-MTNL merger best option for both, says Kuldeep Goyal



Rajesh S Kurup / Mumbai July 21, 2009, 0:30 IST









A merger between state-run telecom firms Bharat Sanchar Nigam Ltd (BSNL) and Mahanagar Telephone Nigam Ltd (MTNL) is the best option because it would create the country’s largest telecom company, said Kuldeep Goyal chairman and managing director of BSNL.



“The merger would also help synergise operations of both the telecom companies,” Goyal said in an interview to Business Standard.



Goyal, however, said the preference for a merger was his personal view. The Department of Telecommunications and boards of both companies had discussed the issue many times, but never come to a conclusion.



He added that he was not worried if the merger did not take place. “We have initiated plans to create synergy between both the companies, like joint go-to-market procedures,” he said.



A merger would create a behemoth with a turnover of over Rs 39,000 crore, higher than its nearest rival Bharti Airtel at around Rs 37,000 crore. It would, however, have around 52 million subscribers compared to Bharti Airtel’s over 100 million.



In the decades before telecom services were liberalised, the government provided all-India services through the department of telecom. MTNL was spun off as a separate entity in 1986 to focus on the fast-growing cities of Mumbai and Delhi.



In 2000, the government decided that BSNL would offer pan-India telecom services, except in Delhi and Mumbai. This has created issues for both companies. MTNL, for instance, finds itself restricted to two major cities, with limited scope for expansion. It has a 1.3 per cent market share of mobile GSM services, the fastest-growing segment of the telecom market.



BSNL, on the other hand, has been considering an initial public offer to raise over Rs 10,000 crore to fund its GSM expansion, a move its unions have opposed. Its alternative is to find a global investor for a strategic minority stake.



BSNL’s revenues fell 21 per cent in 2008-09 to Rs 11,505 crore from Rs 14,499 crore recorded in the previous year, according to a statement made by Minister of State for Communications and IT Gurudas Kamat in the Rajya Sabha.



Goyal conceded that revenues have fallen but said it was taking key initiatives to arrest the fall.



The plan includes sharing towers and the optical fibre backbone with competitors, venturing into new businesses like managed networks and providing IT services like security (firewalls) and managed network services to other companies. BSNL is also venturing into Virtual Private Network (VPN) operations for which it is tying up with international companies like Cable&Wireless, British Telecom, BCCW Hong Kong and NTT DoCoMo.



On the question of offering a voluntary retirement scheme (VRS) to reduce its workforce of 2,79,000 employees, Goyal said at the moment there are “no active proposals under consideration”, but the company might looking at staffing after the restructuring exercise is over. “If there is a need for VRS, we will come out with one and talk to the employees,” he added.

[Goldwalla]

http://business.rediff.com/report/2009/jul/27/bsnl-mobile-se…

[Goldwalla]

Die Ambanis und was manche Inder über sie denken:

http://business.rediff.com/slide-show/2009/jul/30/slide-show…

[Goldwalla]

Current market rally raises optimism

30 Jul 2009, 1555 hrs IST, Saikat Das, ET Bureau



 

MUMBAI - The recent market rally supported by quarterly earnings, liquidity and global cues is not yet considered as a bull-run but market men

Stocks



are advocating fresh buying as they see good days ahead. There will not be any crisis like situation barring a few corrections in the market.



On July 28, S&P CNX Nifty touched a high of 4,599 from a low of 3,918 on July 13. Unlike the post election rally which was based on sentiments without any fundamentals, the current rally seems to have spawned optimism among traders and brokers. According to provisional figures, on Thursday around 12.10 pm Nifty rollover was around 70 per cent. It signifies that traders expect good time ahead.



Further, Relative Strength Index is at 54.48 per cent as against the ideal RSI of 50 per cent. This means that the market is a little overbought. In post election rally, the RSI was above 70 per cent.



According to Alex Mathew, head - research, Geojit BNP Paribas, 4,394 is a very good support level for Nifty. “In another two trading days this level is expected to be touched. Irrespective of that, long terms investors should start buying taking advantage of market corrections.”



Dealers feel that market could correct by 5 per cent to the maximum possible extent. “Short term traders can go ahead with a stop loss, which should be equal to one-third of their targeted profit on any scrip. However, long term investors can get into market right now. They need not to be worried over day to day market movement,” said Rajesh Jain, Head - Research, SMC Global,



For example, JSW Steel, a largely recommended stock, touched a low of Rs.475 but is currently quoting at Rs.697. “Such short term movement hardly impacts a long term investor,” added Jain.







Fertilizer stocks are currently available at attractive valuations, with all stocks being traded at less than 10x PE. Rashtriya Chemicals & Fertilizers as well as Chambal Fertilizers & Chemicals are good bets, suggests Geojit’s Mathew who also advises PSU banking stocks like STATE Bank of India, Punjab National Bank and Bank of Baroda along with to Reliance Industries.



Some stocks as suggested by SMC’s Jain, wherein one can buy at the current levels with long term perspective are, SBI, Jaiprakash Associates, Tata Power, Power Finance Corporation, Polaris etc.



Meanwhile, market optimism has once again brought back penny stocks into the lime light. “Penny stocks supported by dependable promoters’ background, is worth buying. Going forward, one can expect very good returns from these stocks,” said Manish Innani, a NSE listed member and founder of Prayas Securities.



Geometric in the software space and MRF in auto ancillary space are two stocks with significant future potential, said Innani.

[Goldwalla]

SBI A + 1,814.00 1,722.80 + 91.20 +5.29




Ranbaxy Labs. A + 280.10 273.05 + 7.05 +2.58

ICICI Bank A + 759.05 755.35 + 3.70 +0.49

[Goldwalla]

Reliance Comm Q1 net profit up 8.3 pc
31 Jul 2009, 1617 hrs IST, REUTERS


NEW DELHI: Reliance Communications, India's second-biggest mobile phone operator, posted a 8.3 percent rise in quarterly profit on Friday on
higher users.

Reliance communications said its net profit rose to 16.37 billion rupees ($340 million) in its fiscal first quarter ended June, from 15.12 billion in the same period last year.

Analysts polled by Reuters had on average expected net profit to fall to 13.37 billion rupees for the Mumbai-based firm, which trails market leader Bharti Airtel in subscribers

[Goldwalla]

[Goldwalla]

Daiichi Sankyo besitzt die Mehrheit an Ranbaxy,
nun soll auch bei der indische Zenotech Lab
zugekauft werden.


SC nod to Daiichi Sankyo to open offer for Zenotech Lab
Press Trust Of India / New Delhi July 25, 2009, 0:31 IST

The Supreme Court today allowed leading Japanese pharma firm Daiichi Sankyo to go ahead with the public offer for an additional 20 per cent stake in Zenotech Laboratories.

As a result of the acquisition of a majority stake in Ranbaxy Laboratories Ltd in October last year, the Japanese firm had indirectly come to control 46.85 per cent of the issued and outstanding equity share capital in Zenotech, which Ranbaxy holds.

A Bench headed by Chief Justice K G Balakrishnan stayed the Madras High Court’s ex parte interim order that restrained Daiichi from going ahead with its proposed open offer, which was scheduled to begin on July 15 and close on August 3.

Daiichi submitted that all the complaints against it by the Zenotech minority shareholders were aimed at thwarting the whole process so as to extort a share price higher than the one prescribed by market regulator Sebi.

Senior counsels Mukul Rohtagi and Senthil Jagdeesan said the proposed open offer made by the company was in accordance with law and should be allowed.

According to them, the High Court failed to appreciate that no prejudice would be caused to the petitioners if the open offer was permitted to proceed.

Earlier in January, Daiichi Sankyo had announced it would launch an open offer for Zenotech to acquire 68.85 lakh shares or a 20 per cent stake in accordance with the provisions of the Sebi (Substantial Acquisition of Shares and Takeover) Regulations, 1997.

Daiichi had said it would pay up to Rs 78.23 crore, at Rs 113.62 a share, to Zenotech shareholders for the stake in the open offer. However, the offer ran into controversy as minority shareholders complained to Sebi against Daiichi for allegedly not honouring a commitment to make the offer at Rs 160 a share.
[/pre]

[Goldwalla]

Antwort auf Beitrag Nr.: 37.686.912 von Goldwalla am 31.07.09 14:37:22

Der Kurs von Daiichi verlor wegen den Ranbaxyverlusten über 50%.
Ranbaxy meldete erst kürzlich ein schönes Plus.

Daiichi Sankyo posts Q1 loss of 6.43 bn yen

Press Trust of India / Tokyo/new Delhi July 31, 2009, 15:38 IST



Japanese drug maker Daiichi Sankyo today reported a loss of 6.43 billion yen in the quarter ended on June 30, 2009 amid operating losses in its business in India through Ranbaxy Laboratories.     



  



The company posted a net loss of 6.43 billion yen in the first quarter ended June 30, 2009, as against a net income of 25.08 billion yen in the corresponding period year-ago, Daiichi Sankyo said in a statement.     



The Japanese drug major which has around 64 per cent stake in the Gurgaon-based Ranbaxy Laboratories had reported a loss of 3.18 billion yen in the quarter under consideration from Indian operations, while the total income stood at 16.28 billion yen.     



"The net loss was 6.4 billion yen reflected cases of non-application for R&D tax credit, income tax amendments related to prior years and others," Daiichi said.     



However, with Ranbaxy's contribution Daiichi's sales have increased to 227.12 billion yen in the latest quarter from 203.72 billion yen in the June quarter of last fiscal.     



The contribution of net sales of Ranbaxy for the period under review was 29.6 billion yen, it added.

[Goldwalla]

Govt support must to help IT achieve growth: Infosys

31 Jul 2009, 2030 hrs IST, PTI



 

Bangalore: The government's active support is important for the country's IT sector to help achieve the Rs 70,000-crore export figure this

fiscal, a top Infosys executive said on Friday.



Speaking to reporters on the sidelines of a function at the Infosys campus, Company Board Member Mohandas Pai said, Bangalore would register a growth of 20 per cent from last year's figure of Rs 58,000 crore.



To a query on states like Kerala and Orissa aggressively marketing their IT hubs, he said, government should come forward and set a target of 1,00,000 crore of software exports for the next two years. Such targets would help instilling some enthusiasm in the industry

[Goldwalla]

Mahanagar

Net (loss)/profit (468.47) vs 1,125.37

[Goldwalla]

Antwort auf Beitrag Nr.: 37.693.352 von Goldwalla am 01.08.09 23:21:04

Net (loss)/profit (468.47) vs 1,125.37 



Total income 10,853.69 vs 12,755.76 

[Goldwalla]

RCoM net profit up 86% at Rs 1,304 cr
REL to transfer infra projects to subsidiary
New Delhi, Mumbai, Chennai, Pune,: Reliance Capital Limited has reported a net profit of Rs 151 crore for the quarter ended June 30, 2009, against Rs 343.1 crore in the corresponding period, down 56%. Total income stood at Rs 1,469.2 crore compared with against Rs 1,514.4 crore in the corresponding period, a marginal decrease of 3%. Decrease in total income and profits were due to planned lower contribution from finance and investments, while the core businesses of asset management, insurance and consumer finance maintained steady revenue flows.

MTNL net down 58%

Mahanagar Telephone Nigam Ltd (MTNL) on Friday registered de-growth of 58% in its net profit for the quarter ended June 30, 2009 to Rs 46.83 crore, against Rs 112.53 crore in the same quarter last year. Revenue also declined by 21% to Rs 955.47 crore.
[/pre]

[Goldwalla]

Antwort auf Beitrag Nr.: 37.697.951 von Goldwalla am 03.08.09 12:06:17

MTNL Board recommends Final Dividend

< Company Announcements  |  All News  |  Mutual Fund News  |  IPO News

August 03, 2009



Mahanagar Telephone Nigam Ltd (MTNL) has informed BSE that the Board of Directors of the Company at its meeting held on August 01, 2009, inter alia, has made provision for Dividend / Recommendation for final payment of dividend @ 10% on the paid up equity share capital of Rs 630 crores subject to shareholders approval in the ensuing Annual General Meeting of the Company.

[Goldwalla]

Daiichi Sankyo open offer for Zenotech opens Aug 11

5 Aug 2009, 1723 hrs IST, REUTERS



MUMBAI: Japan's Daiichi Sankyo will re-launch a planned open offer for shares of India's Zenotech Laboratories after an Indian court reversed an

earlier injunction suspending the offer.



The offer to buy up to 20 per cent at 113.62 rupees a share in the Indian generics maker will now open on Aug. 11 and close Aug. 31, according to an announcement to the Bombay Stock Exchange on Wednesday.



A court hearing a petition by a Zenotech shareholder had in July put on hold Daichii's open offer for the firm. The shareholder had contended that the price Daichii was offering was too low.



Zenotech's minority shareholders complained to the Madras High Court that Daiichi Sankyo's offer to pay 113.62 rupees per share was too low and that they would seek 160 rupees per share, The Economic Times newspaper had reported in July.



Daiichi Sankyo, which bought a 64 per cent stake in India's largest generic drug maker Ranbaxy Laboratories last year, said in January it aimed to buy 20 percent of Zenotech, in which Ranbaxy has a 47 per cent stake, to comply with India's ownership requirement for indirect stakeholders.



Zenotech shares closed 1.4 per cent higher at 105.45 rupees against a 0.3 per cent rise in the broader m

%
+0,50
Frankfurt (EUR), 05.08.09 | 10:30
Intraday-Chart Daiichi Sankyo
WKN: A0F57T
ISIN: JP3475350009
Symbol: D4S




DAIICHI SANKYO
Eröffnung: 12,67
52W Hoch/Tief: 21,09 / 11,81
Tageshoch/-tief: 13,04 / 12,67
Schlusskurs: 12,54 (04.08.)

[uprock]

Hab heute mal wieder Dividende von Reliance Capital bekommen.

Wenn nun noch die dazugehörige Aktie mal irgendwann an einer ausserindischen Börse handelbar würde ... könnte ich sogar zukaufen

[Goldwalla]

Antwort auf Beitrag Nr.: 37.720.536 von uprock am 06.08.09 01:32:46

Ich wäre da auch dabei.

[Goldwalla]

REDIFF.COM SP.ADR
2,56

+9,87 %

[Goldwalla]

Wipro may soon bag big-ticket outsourcing deals
6 Aug 2009, 0320 hrs IST, ET Bureau


KOLKATA: Wipro, the country’s third-largest software services exporter, expects to close a clutch of big-ticket outsourcing deals — each valued
IT
The rise of multinational IT in India
Key facts on India's software industry
Top Indian outsourcing cos
Nine trends for IT in 2009
Cities that are IT hubs
upwards of $100 million — in the second quarter of 2009-10. The company claims it has a good funnel of potential clients who prefer end-to-end solutions in areas like IT services, consulting, remote management and BPO.

Confirming this, Wipro executive director & CFO Suresh C Senapaty said: “We expect to win some good clients this year despite the slowdown. It is true that bids are getting complex and taking longer time to conclude. However, we are optimistic of closing few large deals, especially in the $100-million plus range,” Mr Senapaty told ET.

Wipro had added 26 new clients in the first quarter (April-June 2009). “The total value of the new deals bagged in Q1 is around $700 million, with quite a few in the $30-million plus range. Clients are now looking for long-term deals and prefer end-to-end processing,” Mr Senapaty said. The company also indicated that hiring could become robust in the months to come.

“The newer spate of deals are much more stabilised on pricing and are volume-oriented. By virtue of their nature, we would require more people for servicing them. However, we will go for just-in-time hiring,” said Mr Senapaty. Wipro will also focus on near-shoring as a future strategy.

“Clients now prefer near-shoring as a concept. Bulk of our people outside India are working at customer premises. We plan to open several new near-shore centres in Latin America, eastern Europe and the APAC region. The idea is to expand into low-cost destinations,” said Mr Senapaty.

As part of this, Mr Senapaty said Wipro plans to double headcount at China from the present 400-odd people and also open a facility at Russia.

“The future growth verticals will include energy, utilities, telecom, healthcare and government. We intend to expand business in India and Middle-East, which currently contributes less than 10% to our revenue,” he said.

Wipro is also eyeing acquisition opportunities in Japan, Australia, Latin America and Europe, Mr Senapaty added.

[Goldwalla]

http://in.reuters.com/news/globalcoverage/monsoon

[Goldwalla]

Dividendenverlauf Wipro:


Dividend
Year Month Dividend (%)
2009 Apr 200
2008 Apr 200
2007 Oct 100
2007 Apr 50
2007 Mar 250
2006 Apr 250
2005 Apr 250
2004 Apr 1,450
2003 Apr 50
2002 Apr 50
2001 Apr 25

[Goldwalla]

Globale Automobilindustrie stellt sich neu auf:

Blickpunkt China und Indien.

http://www.vwd.de/vwd/markt.htm?u=0&k=0&sektion=news&awert=i…

[Goldwalla]

Automobil- und Kradhersteller Bajaj-Hindusthan

https://www.cortalconsors.de/euroWebDe/-?$part=financeinfosH…

[Goldwalla]

Mahanagarwallas aufgepaßt, es kann interessant werden:

BSNL-MTNL merger only after BSNL listing: Govt
Tags: State for Communications and Information Technology Gurudas Kamat, BSNL, Mahanagar Telephone Nigam Ltd, New York Stock Exchange, MTNL

The telecom ministry will decide on the merger between the state-owned telecom companies, Bharat Sanchar Nigam Ltd and Mahanagar Telephone Nigam Ltd [ Get Quote ], only after the listing of the former.

"MTNL is a New York Stock Exchange- listed company, and a merger would not be possible without the listing of BSNL. We will first look at listing BSNL and then will decide on the merger," Union Minister of State for Communications and Information Technology Gurudas Kamat [ Images ] said.

The merger was on the agenda of the government and was discussed many times with the board of the companies. However, a concrete decision was not reached at. Apart from the NYSE listing, MTNL is also listed on Indian bourses.

When asked about the employee union's concerns of BSNL's Initial Public Offering, the minister said the government would discuss the issue with the unions. "We will address it," he added.

He said BSNL has been making profits, and that steps have been taken to improve the PSU's profits. On the allocation of 3G and WiMax spectrum, the minister said allocation would start by the end of this y

[Goldwalla]

Antwort auf Beitrag Nr.: 37.734.953 von Goldwalla am 07.08.09 18:13:45

http://www.totaltele.com/view.aspx?ID=447957

MTNL seeks bids for WiMAX franchise deal
By R. Jai Krishna, Dow Jones Newswires
Friday 07 August 2009
Indian operator hopes to strike revenue-sharing agreement with global tech firms.

Mahanagar Telephone Nigam Ltd. has sought initial bids from global technology firms, or their Indian units, for a franchise deal to sell its broadband wireless services based on the worldwide interoperability for microwave access, or WiMax, technology.

The deal will be on a revenue-sharing basis, Mahanagar Telephone, or MTNL, said in a notice on its Web site. The state-run telecommunications company didn't provide any financial details of the proposed contract.

[Goldwalla]

Daiichi kauft 20 % an Zenotech Lab.
An Ranbaxy Lab ist Daiichi bereits beteiligt.

Daiichi's open offer to buy 20% in Zenotech hits SAT hurdle

8 Aug 2009, 0026 hrs IST, Khomba Singh, ET Bureau





NEW DELHI: The Securities Appellate Tribunal (SAT), the apex body for corporate disputes in the country, on Friday prevented Japan’s Daiichi Sankyo from making an open offer to buy a 20% stake in Hyderabad-based Zenotech Laboratories.



Daiichi Sankyo said earlier in the day that its board had approved the open offer, scheduled for August 11-31, to buy 68 lakh shares of Zenotech at Rs 113.62 per share.



The minority shareholders of Zenotech, along with its original owner and managing director Jayaram Chigurupati, who have been demanding an open offer price of Rs 160 per share, had moved to SAT after the Supreme Court approved the offer.



The minority shareholders have claimed that the managements of Daiichi Sankyo and Ranbaxy had earlier agreed to pay Rs 160 per share, although Daiichi Sankyo denies making such a commitment and had stuck to its open offer price of Rs 113.62 per share.

[Goldwalla]

Indian ADRs: ICICI Bank, HDFC, Sterlite, Tata Motors, Wipro
Share | Email | Print | A A A

By Catarina Saraiva

Aug. 3 (Bloomberg) -- The Bank of New York Mellon India ADR Index rose 4.3 percent to 825.21. The ChIndia Index, composed of 50 Chinese and Indian American depositary receipts, gained 4.4 percent. The Bombay Stock Exchange Sensitive Index, or Sensex, increased 1.6 percent to 15,924.23.

The following Indian ADRs had unusual price changes in New York trading. Stock symbols are in parentheses.

Indian banks gained as reports showing improvements in U.S. and China manufacturing boosted speculation a global economic rebound will increase demand for emerging-market assets.

ICICI Bank Ltd. (IBN US), India’s second-largest lender, gained the most in two weeks, advancing 5.9 percent to $33.20.

HDFC Bank Ltd. (HDB US) rose 3.4 percent to $101.13.

Sterlite Industries Ltd. (SLT US) climbed the most in 11 weeks, rallying 8.2 percent to $14.34. India’s largest copper and zinc producer increased as copper soared to a 10-month high.

Tata Motors Ltd. (TTM US) rose 7.2 percent to $11.31, the highest since June 23. India’s largest truck maker posted its first sales increase in 10 months in July as banks eased auto loans and the company started selling the world’s cheapest car, the Nano.

Wipro Ltd. (WIT US) gained 4.1 percent to $15.12, the highest since December 2007. India’s third-largest software exporter advanced after it was raised to “hold” from “sell” at Societe Generale, which cited “good” first-quarter earnings and valuations.

To contact the reporter on this story: Catarina Saraiva in New York at Asaraiva5@bloombe

[Goldwalla]

WIPRO[

url]http://de-de.facebook.com/WiproTechnologies[/url]

[Goldwalla]

Infy, Wipro set up units to tap Indian, foreign govt mkt

10 Aug 2009, 0915 hrs IST, Pankaj Mishra, ET Bureau





BANGALORE: Two of the top three Indian tech firms—Infosys and Wipro—are setting up dedicated practices for serving government customers locally



and across the globe, as they seek to address over $100-billion market for government IT outsourcing and compete more effectively with local rival TCS, apart from challenging IBM, EDS and others in their home markets.



Both Infosys and Wipro have started hiring consultants and experts from government organisations apart from investing more in marketing efforts in order to chase government outsourcing opportunities better. According to a recent Nasscom research, governments in developed countries spent nearly $160 billion on technology services last year, which is just next to financial services and manufacturing customers.



A focused solution practice will involve hiring consultants from government organisations , putting together a large team of domain experts in the markets of India, US, UK, Canada and Australia, and develop a new revenue opportunity at par with other established verticals such as retail, telecom and banking and financial services industry. “We have taken a decision to start government practice in India and other markets of the UK, Australia, Canada and the US,” said S Gopalakrishnan, chief executive of Infosys Technologies .

[Goldwalla]

India emerges as the new IT front office of the world

10 Aug 2009, 0740 hrs IST, Ranjit Shinde, ET Bureau



 

Global markets may be the breadwinners for Indian technology majors, but the domestic market is fast becoming the next hot destination for



global firms, particularly smaller, niche market players. While the western economies are still waiting for ‘green shoots’ of recovery, a slew of niche technology vendors, who were focusing on the US and Europe for so long, are finding greener pastures in emerging markets such as India.



“The global tech giants are already present in India in a big way. But what we are observing now is the gradual entry of small- and medium-sized tech companies with niche product offerings,” says Diptarup Chakraborti, principal research analyst of Gartner, the world’s largest IT research and advisory firm. It’s the slowdown in key western markets that’s leading these firms to emerging markets, he adds.

[Goldwalla]

Indische Börsennabelschau:


Last week correction in our market can be attributed to what happened in China. An apprehension of bubble in commodities and realty lead to profit booking in them which did spread across rest of Asia and we too were not spared. Contrary to this base metal prices were on rise from quite some time due to dollar tumbling against various major currencies. So, booking profit in metals suggested last fortnight was an early call. Despite Asia correcting, European and US markets have shown buying interest in last week, also there has been cash base selling in our markets from FII’s and same can be said for other emerging markets especially China. With economic numbers improving and off late first sign of unemployment numbers cooling off in US we believe would reduce money flowing into emerging markets if not drying up. This may lead to some recovery in dollar which would bring down prices of commodities and other base metals.

[Goldwalla]

2:45 pm: Ranbaxy Laboratories has got the final approval from the US Food and Drug Administration to make and sell sumatriptan succinate tablets, used to treat migraine.

Shares of the company surged 5.77 per cent to Rs 276.05

[Goldwalla]

India to grow at 7.8 pc in 2010/11: Goldman Sachs

10 Aug 2009, 1755 hrs IST, REUTERS





MUMBAI: India's economy will likely grow at 7.8 per cent in fiscal year 2010/11, higher than a previous forecast of 6.6 per cent due to an

improved investment outlook, better external environment and a recovery in consumption demand, Goldman Sachs said in a note on Monday.



But it kept its growth estimate for the current year ending March 2010 at 5.8 per cent citing a poor monsoon and the follow-on negative impact on rural demand in the near-term.



Goldman's fiscal year target for wholesale price index-based inflation as of end-FY10 is 6.5 per cent with an upside risk, and expects the central bank to tighten policy rates by 300 basis points in calendar year 2010.



"With growth and inflation expected to be higher, the 'exit' policy from an extremely loose policy would entail in our view, tightening through the currency, rate hikes, liquidity absorption, and a gradual removal of the fiscal stimulus, in that order," Goldman Sachs said.

[Goldwalla]

CHENNAI/NEW DELHI: Swine flu deaths spread beyond western India, claiming the life of a four-year-old boy in Chennai, even as death of a Pune
Swine flu
Swine flu havoc across the world
pharmacist on Monday evening took the toll to seven, and the Centre shifted gears to battle the virus.

The government has decided to procure additional two crore tablets of anti-viral drug oseltamivir, the generic version of Roche’s anti-flu drug Tamiflu, used worldwide for treating swine flu.

While retailing of oseltamivir—sold under the brands Tamiflu and Fluvir—within a fortnight is actively being considered, the government is also exploring the possibility of roping in private hospitals and laboratories for testing and treating swine flu-infected patients. This, while the government is planning to double the number of medical kits to test the virus, by importing an additional 22,000 kits.

“The number of swine flu cases are rising. We have to work a little harder,” health minister Ghulam Nabi Azad told reporters in New Delhi, as people flocked to hospitals for swine flu tests.

The government will identify around 35 bureaucrats of the rank of additional secretary and joint secretary from several ministries who will be posted soon to various states to work with state governments to identify private hospitals and private testing laboratories with required facilities. The identified facilities will be designated to treat patients of swine flu.

[Goldwalla]

Ranbaxy Labs.+ 277.10 261.00 + 16.10 +6.17 %

[Goldwalla]

Ranbaxy readies to produce generic Tamiflu as Asian nations prepare to do same


India-based generic drug maker Ranbaxy Laboratories should be ready to start commercial production of a generic version of Roche's avian flu treatment Tamiflu (oseltamivir) by mid-2006, according to a report appearing on the Web site of the Indian newspaper The Financial Express.
"We have developed the product. We are now moving up from a pilot scale to commercial scales," Ranbaxy CEO Malvinder Mohan Singh, said in the report.

[Goldwalla]

The Pressure Is On

Shortages in the U.S. and other countries led to pressure on Roche to speed production by licensing the drug to generic manufacturers. The company resisted, arguing that Tamiflu's production process is too complex for other companies to complete quickly.

But Sen. Charles Schumer (D-N.Y.), who this week threatened to push legislation forcing Roche to relent, today announced that the company had agreed to meet and negotiate with generic drugmakers.

The companies include Teva Pharmaceuticals, Barr Laboratories, Mylan Laboratories, and Ranbaxy Laboratories, according to a statement released by Schumer's office. Roche agreed to license Tamiflu to any of the companies that showed they could properly manufacture the drug quickly, the statement says.

[Goldwalla]

Reliance Industries verfehlt Erwartungen im ersten Fiskalquartal
Mumbai (aktiencheck.de AG) - Das indische Raffinerie-Unternehmen Reliance Industries Ltd. (ISIN US7594701077/ WKN 884241) legte
Leser des Artikels: 361


Mumbai (aktiencheck.de AG) - Das indische Raffinerie-Unternehmen Reliance Industries Ltd. (ISIN US7594701077/ WKN 884241) legte am Freitag die Geschäftszahlen für das erste Fiskalquartal 2009/10 vor.


Dem Bericht zufolge ist der Umsatz des Unternehmens von 430,50 Mrd. Indischen Rupien (INR) auf 333,09 Mrd. INR zurückgegangen. Währenddessen sanken der Nettogewinn von 41,10 Mrd. INR auf 36,36 Mrd. INR sowie das EPS von 28,1 INR auf 23,1 INR. Analysten waren im Vorfeld von einem Nettogewinn in Höhe von 40 Mrd. INR ausgegangen. Der Verbrauch von Rohstoffen und Verbrauchsgütern ist nach Angabe des Unternehmens im Jahresvergleich um 24,6 Prozent gesunken.


Die Aktie von Reliance Industries verlor heute an der Bombay Stock Exchange 1,20 Prozent auf 2013,75 INR. (24.07.2009/ac/n/a)

[Goldwalla]

Rediff

http://www.business-standard.com/india/news/rediffcom-minima…

[Goldwalla]

Frankfurt (aktiencheck.de AG) - Die Analysten von Deutsche Bank Securities stufen die Aktie von Wipro (ISIN US97651M1099/ WKN 578886) von "hold" auf "buy" hoch. (10.08.2009/ac/a/u)
Offenlegung von möglichen Interessenskonflikten: Mögliche Interessenskonflikte können Sie auf der Site des Erstellers/ der Quelle der Analyse einsehen.

[Goldwalla]

Mahanagar

http://www.wissen.de/wde/generator/wissen/services/nachricht…

Tatsächlich ist Indien der am schnellsten wachsende Mobilfunkmarkt weltweit. Inzwischen telefonieren 422 Millionen der 1,2 Milliarden Inder mobil - und jeden Monat werden es etwa zehn Millionen mehr. So schnell wächst nicht einmal der chinesische Markt. Das Wachstum ist so kräftig, dass demnächst die Frequenzen knapp werden. Doch viel Geld verdienen die Netzbetreiber damit nicht. Außer Sprachtelefonie und dem Versenden von Kurznachrichten ist mit dem GSM-Netz nicht viel anzufangen. Branchenprimus Bharti Airtel hofft deshalb auf eine rasche Fusion mit dem südafrikanischen Anbieter MTN, der längst margenträchtige Datendienste in Afrika anbietet.



Die Einzigen, die sich über den Auktionsstreit freuen, sind die staatlichen Netzbetreiber BSNL und MTNL: Ihren hatte die Regierung 2008 3G-Lizenzen geschenkt. Beide haben nun in wenigen Städten wie Mumbai, Delhi, Jaipur oder Dehradun ein lukratives Monopol.



© Financial Times Deutschland

[Goldwalla]

NEW DELHI: Share price of drug companies Ranbaxy, Natco and Strides Acrolabs, that make low-priced versions of anti-flu medicine Tamiflu, surged
on Tuesday after the government announced it would buy the medicine to counter spread of the disease besides permitting the retail sales of the drug.

Union health minister Ghulam Nabi Azad had on Monday said the government has exhausted 75% of its 10 million Tamiflu stock and will now procure an additional 20 million dosages. On a day when the benchmark Sensex moved up only by 0.43% and the healthcare index rose a modest 0.95%, shares of Hyderabad-based Natco Pharma jumped up 18.93% to close at Rs 94.85 on BSE, after hitting a 52-week high of Rs 95.70 during the day.

Ranbaxy Labs. A + 287.50 277.10 + 10.40 +3.75

[Goldwalla]

12:36 pm: Ranbaxy Laboratories Ltd has announced the launch of its protein supplement under the brand name, ‘Revitalite’, marking its entry into the protein supplements market. Revitalite is unique in its category as it offers the highest quantity and quality of protein in each serving when compared with existing brands. Revitalite is similar to the world’s largest selling soy protein formulation and it comes at an affordable price. It can be easily mixed with favourite foods and beverages providing variety and choice to consumers. To start with, Revitalite, marketed by Ranbaxy’s Global Consumer Healthcare division, has been introduced in Delhi, Mumbai, Chennai, Kolkata, Bangalore, Hyderabad, Lucknow, Kanpur, Varanasi, Pama, Jalandhar, Jaipur and Cochin. The product will he available through leading chemists. It will be introduced in other urban markets of India, in a phased manner.

Ranbaxy shares were higher by 2.6% at Rs 283.60 on NSE, on the back of this news.

[Goldwalla]

NEW DELHI: India's industrial output rose by a much faster-than-expected 7.8 percent in June from a year earlier, data showed on Wednesday,
Industrial production
Top 10 challenges for India to achieve 2050 potential
driven by higher demand for consumer goods and increased mining activity.

The 30-share BSE index trimmed losses of more than 2 percent immediately after the data but fell again while benchmark bond yields rose 3 basis points and the rupee gained slightly. Industrial output rose for the third straight month and clocked its highest rate of expansion since February 2008.

June output was far better than expectations for a 3.3 percent rise, although economists warned that the rapid pace of industrial growth might not be sustainable despite other recent positive signals.

"It might be because some sectors such as coal may have benefited due to the poor monsoons so to that extent it would be a one-off case and I would advise some caution in reading too much into the headline numbers," said A. Prasanna, economist at ICICI Securities Primary Dealership in Mumbai. Output of consumer durable goods such as home appliances rose 15.5 percent from a year earlier.

[Goldwalla]

Ranbaxy president Ramesh Adige said the company has the capacity to produce close to a million capsules in the next few weeks. We have so far supplied oseltamivir to Malaysia, Oman and a country in Africa. he said.

Swine flu [ Images ] has affected more than 1,000 people in India, of which 11 have died. Maharashtra has been the most affected state, with schools and colleges announcing closure for a week
as a precaution.

[Goldwalla]

Wipro close to Rs 1,500-crore IT deal with Etisalat
Tags: Etisalat DB Telecom India, IBM, Dynamix Balwas Group, Aditya

Etisalat DB Telecom India, in which the UAE-based Etisalat holds a 45 per cent stake, is close to signing a Rs 1,500- crore (Rs 15-billion) outsourcing deal with IT major Wipro [ Get Quote ] Technologies.

If the deal goes through, this would be the second largest deal for Wipro in the telecom space. Earlier in April, the IT major bagged a Rs 2,500-crore (Rs 25 billion) contract from another new operator, Unitech Wireless.

Importantly, Wipro will be pipping seven other IT vendors, including IBM and Tech Mahindra [ Get Quote ], who were also in discussions with Etisalat, according to sources.

Under the agreement, Wipro will manage the IT infrastructure and services for Etisalat, including setting up of servers, enterprise resource planning suites and technology, computers and other software required for billing and customer care, among other things.

Etisalat will have to sign the deal much ahead of its equipment order. The company was planning to rollout its services by the end of the year. "The companies are finalising the deal, and would announce it within a month's time," the source added.

However, the tenure of the contract the companies were discussing could not be ascertained.

While a Wipro spokesperson declined to comment, an Etisalat spokesperson stated that the company does not comment on speculation.

Etisalat DB Telecom India, a joint venture between Etisalat and Mumbai-based Dynamix Balwas Group, has licence to provide services across 15 circles.

The company had received spectrum to start services across 13 circles in the country and was gearing up for the services.

The telecom companies were increasingly outsourcing their IT infrastructure, as it would enable them to be asset-light and concentrate on their core competencies.

In January 2008, Aircel Cellular had awarded a $600-million deal to Wipro, while Aditya Birla group company Idea Cellular [ Get Quote ] had signed a 10-year IT outsourcing deal with IBM.

Idea Cellular's deal was estimated to be around $600-800 million.

Earlier, telecom giant Vodafone-Essar had outsourced its IT operations to IBM under a five-year contract in 2007 (financial terms not disclosed). IBM has large outsourcing contracts from Bharti Airtel [ Get Quote ], Vodafone and Idea Cellular.
Rajesh S Kurup in Mumbai

[Goldwalla]

Tata Communications TCL reported first-quarter results for its fiscal year ending March 2010 that had positive and negative news. Revenue was down about 3% year over year as a result of lower wholesale traffic, but profitability improved, thanks to lower network costs. As a result, the operating margin before depreciation and amortization increased 3 percentage points, to about 26%. The company continues to report its quarterly results on a stand-alone basis, which accounts for only about a third of total revenue. The lack of clarity on its consolidated results makes it difficult to monitor the firm's performance throughout the year. On a good note, Tata did sign a deal with BT Group BT, the largest fixed-line provider in the United Kingdom. Tata will serve as BT's main carrier of international long-distance voice services in areas not covered by BT's network. While we think this deal should help Tata expand its footprint, we will not be increasing our fair value estimate just yet. We will provide more updates after the company releases its annual 20-F Securities and Exchange Commission filing

[Goldwalla]

In der indischen Regenzeitsaison gibt es regelmäßig Grippeepidemien.
Diesemal hat sich der H1N1 Virus (Schweinegrippevirus) durchgesetzt.

PUNE/BANGALORE: A nine-month-old child and a woman died of the H1N1 virus in India's epidemic epicentre Pune and a woman school teacher was
Bangalore's first swine flu victim, officials said on Thursday, as India's toll climbed to 20 amid hectic efforts to curb the spread of the contagious virus.

Nine-month-old Swabhiman Kamble died at the Sahyadri Munot Hospital in Pune late Wednesday, an official said.

An official at the Maharashtra Swine Flu Control Room told IANS that the infant had been hospitalised early this week with flu-like symptoms. In between, he had also been taken for a check-up to the Sassoon Hospital, which has been handling very serious cases of influenza A (H1N1) infection.

Archana Kolhe, 37, died in a private hospital, Shri Nursing Home, around 3.45 pm, the Maharashtra Swine Flu Control Room officials said.

This was the 15th swine flu death in Maharashtra and 12th in Pune. Two people have died in Mumbai and one in Nashik.

Maharashtra's neighbouring Karnataka state saw the first H1N1 death late Wednesday.

A 26-year-old school teacher identified as Rupa died at Bangalore's St. Philomena Hospital. Her test results, received Thursday, confirmed she died of swine flu.

"Her throat and nasal swabs tests have confirmed that the patient was suffering from the influenza A (H1N1) virus," hospital director Shankar Prasad told reporters Thursday.

She was admitted in the hospital on August 7.

"The patient was admitted with breathing problems coupled with pneumonia. Her condition started deteriorating Tuesday and she died Wednesday afternoon. We got the confirmation that the woman was suffering from swine flu only Wednesday night," added Prasad.

According to hospital sources, the National Institute of Mental Health and Neuro Sciences (NIMHANS), where the test was done, confirmed that Rupa was suffering from H1N1 virus late Wednesday night.

MUMBAI: With no immediate respite from swine flu, which has killed 20 people so far and 13 in Maharashtra alone, the state government on
Wednesday decided to close all “public places” in the commercial.

The government’s communiqué, released by the information ministry, said that “public places” , along with all education institutions, will be closed for a week and cinemas and multiplexes for three days, starting Thursday. It has, however, appealed to mall owners and shopping complexes to put off their weekend sales.

The closure appears to be replicating a strategy tried in Mexico in April this year, where most public places were shut for a week to control the spread of swine flu. A sense of panic seemed to be spreading across the megapolis with an increasing number of people going around sporting ‘masks’ of various kinds.

While the Maharashtra government decided to close all multiplexes, cinemas and educational institutions, it couldn’t take a final call on the issue of malls, which have announced mega discount sales and are sure to attract crowds by the dozens — certainly a worrying factor in times o

[Goldwalla]

Ranbaxy produziert billiges Tamiflu

Makers of Tamiflu version see share prices surge
12 Aug 2009, 0306 hrs IST, Khomba Singh, ET Bureau


NEW DELHI: Share price of drug companies Ranbaxy, Natco and Strides Acrolabs, that make low-priced versions of anti-flu medicine Tamiflu, surged
on Tuesday after the government announced it would buy the medicine to counter spread of the disease besides permitting the retail sales of the drug.

Union health minister Ghulam Nabi Azad had on Monday said the government has exhausted 75% of its 10 million Tamiflu stock and will now procure an additional 20 million dosages. On a day when the benchmark Sensex moved up only by 0.43% and the healthcare index rose a modest 0.95%, shares of Hyderabad-based Natco Pharma jumped up 18.93% to close at Rs 94.85 on BSE, after hitting a 52-week high of Rs 95.70 during the day.

Strides Acrolab share price also moved up 4.78% to close at Rs 158.9 after it informed BSE that the company is ready to supply upto 2 million oseltamavir capsule. India’s largest drugmaker Ranbaxy’s scrip jumped 6.17% to close at Rs 277 on BSE. However, the share price of Cipla, the largest drug company by domestic sales, closed at Rs 280.3, down 1.7% from the previous day. The scrip had hit its 52 week high price of Rs 295.3 on Monday itself.

[Goldwalla]

Ranbaxy Höchstkurs 2004/05 23 €

scheint dieser Kurs wieder erreichbar?

Derzeitig 4,50 €

[Goldwalla]

Antwort auf Beitrag Nr.: 37.775.032 von Goldwalla am 13.08.09 17:23:56

Nicht unmöglich, aber heute nur ein kleines Plus in Mumbay.

Dividende für 2009 ist noch nicht beschlossen.

Neue Zahlen werden wohl positiv ausfallen.

[Goldwalla]

Bharti Airtel:

 MUMBAI: Leading mobile operator Bharti Airtel replaced Reliance Industries as the most preferred stock of domestic fund managers in July,



becoming the only company to topple the dominance of the country's most valuable firm since at least December 2006.



"Bharti, as a consumption play, appears to be far more attractive to funds than a commodity play," said Sanjay Sinha, chief executive of DBS Cholamandalam Asset Management. Bharti has a market value of about $33 billion, making it India's fourth-most valuable firm. Reliance is worth $66 billion, making it the country's largest firm by market cap.



As many as 273 funds collectively held 116 million shares of the cellular operator at July-end and 15 funds introduced the stock in their portfolios during the month, according to data from fund tracker ICRA Online. By comparison, 270 funds held stakes in Reliance Industries, controlled by billionaire Mukesh Ambani, with at least seven dumping the firm -- which posted a larger-than-expected drop in June quarter net profit and is locked in a legal battle with Reliance Natural Resources, run by estranged younger brother Anil Ambani, over a gas-sales pact.



Bharti unseated Reliance Industries even though its shares have fallen 3.8 percent since it announced in May that it had renewed merger talks with South African peer MTN, nearly a year after the companies' prior talks fell through.



Bharti more than 30 percent owned by Southeast Asia's top phone firm Singapore Telecommunications has consistently added about 2.8 million subscribers a month, leading growth in an increasingly competitive space where rivals such as Vodafone have expanded networks rapidly.



Firms such as ICICI Prudential Asset Management, IDFC Mutual Fund, ING Investment Management and Principal Pnb Asset Management added Bharti stock to their portfolios, while Canara Robeco and DSP BlackRock dumped Reliance Industries from at least one of their fund's portfolios. Bharti shares rose 2.4 percent in July, compared with an 8 percent rise in the broader market, while Reliance shares lost 3.3 percent.

[Goldwalla]

Tamiflu soll in Indien jetzt frei käuflich sein:

The government's move could also cramp the speed at which the drug reaches the retail level quickly in case of a large-scale outbreak of the disease, as both Roche India and Hetero Drugs lack the nation-wide retail marketing muscle compared to other generic manufacturers of the drug such as Ranbaxy[ Get Quote ] or Cipla, said sources.

[Goldwalla]

http://business.rediff.com/slide-show/2009/aug/14/slide-show…

[Goldwalla]

http://www.thestocksprofit.com/l_de/bse/sbi-bo-state-bank-of…

[Goldwalla]

In three months, Volkswagen's iconic Bug to bite desi roads
14 Aug 2009, 0545 hrs IST, Chanchal Pal Chauhan, ET Bureau


NEW DELHI: On sale - A slice of history for Rs 20 lakh apiece. The Volkswagen Beetle, the world’s longest running and most-produced car of a
Volkswagen Bettle.jpg
VW Beetle in India in October I Legendary Car models I Nissan Leaf | Toyota Prius
single design, will be available in India in three months, offering a Nano-sized ride with the frills of a top-notch SUV.

The car that has meant various things to various people—once the quasiofficial vehicle of Germany’s hated Third Reich in the 1940s, the Beetle went on to become the darling of California beatniks in the Swinging 60s—is being imported as a completely built unit from its Mexico plant, and is currently undergoing technical testing ahead of its India launch.

Its hefty price tag, which pitches it in the luxury car segment alongside Honda Accord, Toyota Camry, Skoda Superb and the MercedesBenz C Class, is due to the 110% import duty and high safety specifications.



The Indian unit of Volkswagen said pricing the Beetle competitively was a big challenge for the company and blamed taxes and logistics for the high price. “But we are working very aggressively on Beetle’s debut in India,” said Neeraj Garg, Volkswagen India’s director for passenger cars.

The German carmaker, now owned by Porsche Automobile, which already sells the Passat and Jetta models in India, expects the Beetle to have a product segmentation of its own and instead of competing with other imported smaller hatchbacks, most notably the Fiat 500, which costs Rs 15 lakh exshowroom price in Delhi.

Also known as Bug, the Beetle will sport a 1.9-litre TDI diesel engine and a 5-speed manual transmission. Its other features will include rain sensors and cruise control, along with acoustic rear parking sensors to fit into small parking spaces. Its safety features will include ABS, traction control, anti-skid system and standard front and side airbags.

Mr Garg said Volkswagen was not looking at high volumes but hoped to leverage its brand value before launching its mass-market Polo hatchback, expected to debut sometime later this year. Fiat’s model 500, (also called the Cinquecento) launched last year, has managed to sell just 58 units to date.

“We are expecting a much better response for the Beetle, which carries a very high iconic value,” Mr Garg said.
Volkswagen’s decision to launch the Beetle comes at a time when rival BMW has put on hold its plan to launch the equally iconic small car Mini in India. BMW, which does not see it as a viable proposition yet, has pushed back the India rollout of Mini beyond 2010 and will continue to focus on bigger sedans and sports utility vehicles for now.

ROAD RUNNER

Hefty price tag due to 110% import duty & high safety specifications.

To have 1.9-litre TDI diesel engine and 5-speed manual transmission.

Features include rain sensors, cruise control, acoustic rear parking sensors.

[Goldwalla]

Drugmakers told to be ready with 7.2 million doses
13 Aug 2009, 0701 hrs IST, ET Bureau


NEW DELHI: The government has asked drug manufacturers such as Ranbaxy, Hetero, Natco Pharmaceuticals, Cipla and Strides Arcolab to stock about
7.2 million oseltamivir anti-viral tablets to handle any emergency situation. It has also decided to store additional 10 million tablets to treat swine flu patients, a ministry of health and family welfare official said. On Monday, the government decided to have a stock of 20 million tablets of oseltamivir.

“Companies will be able to supply enough drugs to the government by next week,” health ministry joint secretary Vineet Chaudhry said after a meeting with representatives of drug companies. The government has worked out a delivery schedule for all the drug manufacturers, he said. “We have also asked states to crack down on people hoarding the N-95 masks used as a prevention against the infection,” Mr Chaudhry said.

Meanwhile, the government is in the process of identifying private labs and hospitals to test and treat patients. In Delhi, two labs have been identified — Dr Dangs in Hauz Khas and five centres of Dr Lal PathLabs at various places in the city, Mr Chaudhry said. “But a final decision in this regard will be taken tomorrow (on Thursday),” he added.

The All India Institute of Medical Sciences (AIIMS) and Patel Chest Hospital in North Delhi have also been asked to conduct test for the flu as the National Institute of Communicable Disease (NICD) was found to be overloaded with test samples , he said.

The state government in Delhi has also identified 13 hospitals in the national capital to treat the suspected cases of swine flu.

Meanwhile, the disease claimed five more lives on Wednesday, four of them in worsthit Pune alone. With this the country-wide death toll due to swine flu has gone up to 17.

[Goldwalla]

Ranbaxy forays into protein supplement market
12 Aug 2009, 1813 hrs IST, ET Bureau


NEW DELHI: Ranbaxy Laboratories has forayed into the protein supplement market in India, by launching its product under the brand Revitalite, a
company release said.

Ranbaxy CEO & MD Atul Sobti said: "Ranbaxy has entered the high quality protein supplements market, keeping in mind the growing demand for this category."

Ranbaxy is already a key player in the nutritional supplement market through its best selling brand Revital.

The size of domestic protein supplement market is estimated at Rs 250 crore and growing at 6% annually.

Revitalite will be priced at around Rs 500 for a 200 gm pack.
Read business storie

[Goldwalla]

Mahanagar:

http://www.ciol.com/News/News-Reports/MTNL-dials-franchise-r…

[Goldwalla]

[Goldwalla]

JP Morgan maintains 'neutral' rating on Bharti Airtel

17 Aug 2009, 0812 hrs IST,





BHARTI AIRTEL

RESEARCH: JP MORGAN

RATING: NEUTRAL

CMP: RS

407.95



JP Morgan maintains the `Neutral’ rating on Bharti Airtel due to increasing competition and continuous average rate per user (ARPU) declines. JP Morgan has been fundamentally cautious on the India telecom sector and Bharti due to increasing competition. This was evinced in sharp ARPU decline in H1FY10 and we expect declines to continue as new operators (like Tata DoCoMo, Aircel) launch operations and come up with innovative ways to cut tariffs (like per-second-pulse plans).



This has led to a sharp 45% underperformance by Bharti’s stock YTD 2009 versus the Sensex. Despite a continuous fall in ARPUs, JP Morgan believes that strong subscriber additions would drive ~14% revenue CAGR for Bharti in FY09E-FY 11E. With scale advantages, a strong execution team and increasing contribution from Indus, Bharti can still deliver ~20% EPS CAGR over FY09-11 E. This compares to a current P/E of 14x/12x for FY10E/FY11E. While one could argue that there could be some downside risk to estimates if ARPUs keep falling, Bharti should still be able to eke out ~15% EPS CAGR over FY09-11 E.



Weighing the positives and negatives, JP Morgan believes that Bharti is a top tier player with quality management and a strong execution track record, available at cheap valuations and hence has limited absolute downside. As such, Bharti could be a good defensive stock to own on a 3-6 month view with MTN being the key overhang.

[Goldwalla]

10:05 am: BPCL (2.02%), Tata Communications (0.95%), NTPC were the only gainers among the 50 Nifty stocks.

[Goldwalla]

Ranbaxy reduziert das Einkommen des neuen Chiefs.

Ranbaxy cuts pay package to one-third for new chief

16 Aug 2009, 1329 hrs IST, PTI



NEW DELHI: The country's top drugmaker, Ranbaxy, has proposed an annual pay package of Rs 6 crore for its new CEO and MD Atul Sobti, but his

remuneration would be less than one-third of the same for his predecessor Malvinder Mohan Singh.



Incidentally, Singh's remuneration was in excess of the prescribed regulatory limits and Ranbaxy is waiting for the shareholders' nod to seek the waiver of relevant norms from the central government.



Singh was paid in excess of Rs 9 crore and a host of other benefits for a period of little over five months during which he held the positions of Chairman, CEO and Managing Director at Ranbaxy -- giving an average payout of about Rs two crore a month.



After holding the office of CEO and MD for about three years, Singh was elevated to the position of Chairman, CEO and MD of Ranbaxy for a period of five years on December 19, 2008.



However, he resigned from these positions on May 24, 2009 and Atul Sobti was appointed as CEO & MD for a period of three years with effect from the same date.



Ranbaxy was promoted by Singh and his family before they sold their holding to Japanese drugmaker Daiichi Sankyo last year. At the time of announcement of the deal in June 2008, it was decided that Malvinder Singh would continue as CEO and MD and would also assume the position of Chairm

Asien eröffnete sehr schwach, Indien war keine Ausnahme
Ranbaxy ist wohl die einzige erwähnenswerte Ausnahme

Ranbaxy Labs. A + 302.60 296.15 + 6.45 +2.18 %

[Goldwalla]

NEW YORK: IT bellwether Infosys Technologies, along with Internet major Google and software giant Apple, has been named among the world's 100
Infosys
Top Indian outsourcing cos |
Nine trends for IT in 2009 |
Cities that are IT hubs
fastest growing companies by American publication Fortune.

The league of 100 is topped by Canada-based Research In Motion, the maker of Blackberry phones.

The list also features Cognizant Technology Solutions, headed by India-origin Chief Executive Francisco D'Souza. Infosys is placed at the 100th place while Cognizant is ranked 90.

[Goldwalla]

Westliche Pharmaindustrien stehen in Indien "in queue "

http://business.rediff.com/report/2009/aug/17/bpo-big-pharma…

Pharmawerte stemmten sich dagegen nach dem ersten Todesfall durch die Schweinegrippe in Japan gegen den Trend. Daiichi Sankyo kletterten um 2,9 Prozent auf 1.998 Yen./RX/ajx/ag

Daiichi Sankyo ist der Großaktionär bei Ranbaxy

(Beide werden auch in Deutschland gehandelt)

[Goldwalla]

Yoga Baba will Schweinegrippe mit Übungen heilen:

http://www.business-standard.com/india/video/sectionhome.php…

[Goldwalla]

Ist Chinas wirtschaftlicher Erfolg auf staatliche Banken zurückzuführen?

http://www.webofdebt.com/articles/secret_of_china.php

[Goldwalla]

The Best of Both Worlds



The Chinese solution to a failed banking system would be to nationalize the banks themselves, not just their bad debts. If the U.S. were to adopt that approach, we the people would actually get something of value for our investment – a stable and accountable banking system that belongs to the people. If the word “nationalize” sounds un-American, think “publicly-owned and operated for the benefit of the public,” like public libraries, public parks, and public courts. We need to get our dollars out of Wall Street and back on Main Street, and we can do that only by and we can do that only by breaking up our out-of-control private banking monopoly and returning control over money and credit to the people themselves. If the Chinese can have the best of both worlds, so can we.  

[Goldwalla]

Antwort auf Beitrag Nr.: 37.805.411 von Goldwalla am 18.08.09 21:04:01

888 China, fordert 666 heraus.

[Goldwalla]

!

Dieser Beitrag wurde vom System automatisch gesperrt. Bei Fragen wenden Sie sich bitte an [e-mail]

[Goldwalla]

http://economictimes.indiatimes.com/Pharmaceuticals/Major-wi…

[Goldwalla]

MUMBAI: Wipro is scouting for acquisitions across geographies as the global economic downturn has made valuations
wipro


"We are actively looking for acquisitions across geographies, but the size of the company should be over $30-million in revenue per year," Wipro's Chief Financial Officer, Suresh Senapaty, told reporters on the sidelines of a conference here today.

Commenting on the future outlook of the company, Senapaty said that India's IT industry was poised for tremendous growth and Wipro had generally been growing ahead of the industry

[Goldwalla]

Erfahrungsbericht mit einem ICICI Konto:

http://www.ciao.de/Icici_Bank__Test_8541639

[Goldwalla]

Die Regenzeit (Monsun) hat die Erwartungen nicht erfüllt.

Monsoon rains in India, Asia's third-biggest economy, are 29 percent below average since June 1, raising concerns of weaker farm output, a big component of domestic demand. A bad monsoon could knock as much as 2 percentage points off growth in the current fiscal year, economists have said.



Growth has slowed from rates of near 9 percent seen in recent years as the global crisis derailed exports. The economy expanded at 6.7 percent in 2008/09.



"We still expect the economy to bottom out end-2009. Yet, the ride will be bumpier than we thought. Let's face it: India faces severe drought," Bank of America Merrill Lynch analyst Jyotivardhan Jaipuria said in a note to clients.



Poor monsoons threaten to hurt sales of consumer goods, two-wheelers, tractors, textiles and beverage industries.



"Agriculture growth is likely to turn negative, which will pull down GDP growth from our previous estimate of 6.5 percent to around 5.8-6.2 percent in the base case, down to 5.5 percent in the worst case," Saugata Bhattacharya, an economist at Axis Bank, said in a recent note. 

[Goldwalla]

Die ICICI Bank sieht ein 20-25 % Wachstum für Banken, Pharma und IT Industrie:

MUMBAI: Private sector lender, ICICI Bank, expects the infrastructure, pharmaceuticals, education and IT sectors to contribute to overall
business growth by about 20 per cent this fiscal, a senior company official said.

"Things are going extremely well for the infrastructure, pharmaceuticals, education and IT/ITeS sectors. These have been agnostic to the financial crisis of the past few months," ICICI Bank Ltd's General Manager, Sanjeev Mantri, told reporters here today.

The bank expects its order-book to grow led by an average 20-25 per cent growth in these sectors, Mantri said.

"Infrastructure and pharma are expected to grow by around 20-25 per cent in 2009-10. Besides, we see a 15-20 per cent overall business growth in the SME (small and medium enterprises) segment," he said on the sidelines of an SME Expo.

The country's largest private sector lender had last year seen a higher growth of 30 per cent in its SME business.

"I don't see the short-term getting impacted because of the turmoil of the last nine months. Export-led sectors like gems and jewellery and auto components were constrained. But, we have seen a recovery

[Goldwalla]

5 Minuten Indien:

http://www.youtube.com/watch?v=_7-CSHswfDk

[Goldwalla]

Mahanagar Telephon

Sehr zur Freude indischer Internetuser verdoppelt MTNL den Surfspeed und das ohne Aufpreis.

Wohl werden auch bald Aktionäre an dieser Maßnahme ihre Freude
haben.

Mumbai: MAHANAGAR TELEPHONE NIGAM LTD (MTNL) is well known for its unlimited Broadband service provider has now distorted their broadband speed to double within the same price tags in Mumbai.



MTNL is offering these exciting tariffs for the home unlimited broadband plans users. This offer would go into operation automatically from the first day of September 09.



This is not the direct step to hit the Broadband market of Bharti Airtel but this will no doubt affect the market of other Broadband service providers in Mumbai and Delhi.



According to the new Broadband tariffs the users who would use Broadband speed Up to 512 Kbps will have to pay Rs 999, for speed Upto 1 Mbps then Rs 1,599, for speed Upto 2 Mbps then Rs 3,999and Upto 4 Mbps user has to pay just Rs 9,999.



MTNL users who would like to maintain their current Broadband speed would just have to call MTNL customer care at 1504 and send your request the same time

[Goldwalla]

Antwort auf Beitrag Nr.: 37.820.320 von Goldwalla am 20.08.09 18:25:59

Mahanagar Kurs in D:

http://aktien.wallstreet-online.de/10361/chart.html?inst_id=…
&market_id=2&spid=ws&edit=1&utr=1d&till_day=0&till_month=0&till_year=0&ct=jc&ind1=&tr=1d&ind2=&log=0&bench=&redvol=0&gd1=0&gd1typ=exp&benchstr=&gd2=0&gd2typ=exp&grid=on" target="_blank" rel="nofollow ugc noopener">http://aktien.wallstreet-online.de/10361/chart.html?inst_id=…
&market_id=2&spid=ws&edit=1&utr=1d&till_day=0&till_month=0&till_year=0&ct=jc&ind1=&tr=1d&ind2=&log=0&bench=&redvol=0&gd1=0&gd1typ=exp&benchstr=&gd2=0&gd2typ=exp&grid=on

In Indien:

http://money.rediff.com/companies/mahanagar-telephone-nigam-…

[Goldwalla]

WIPRO INFOSYS:

Outsourcing spart erheblich Kosten ein 



Tokio/New York/Bonn (pte/20.08.2009/06:00) - Inmitten der Finanzmarktkrise beginnen indische Software- und Outsourcing-Unternehmen verstärkt damit, den japanischen Markt für sich zu entdecken. Der Vorstoß kommt Insidern nach nicht von ungefähr. Obwohl die Geschäfte jahrelang mehr als profitabel liefen, wollen sich die Dienstleister damit sukzessive unabhängiger von US-amerikanischen Finanzkunden machen. Während indische Anbieter von Informationstechnik wie Infosys Technologies oder Wipro Technology noch vor fünf Jahren mit kleinen Teams in Asien und insbesondere Japan vertreten waren, sind heute bereits Tausende von Mitarbeitern für den aussichtsreichen Markt abgestellt. Zudem altert die Gesellschaft Japans schnell und bringt wenige Ingenieure hervor.





Japan scheint als Outsourcing-Markt für viele Dienstleister die Rettung zu sein. Im Zuge der vorrangig von den USA ausgehenden Kernschmelze der Finanzbranche (pressetext berichtete: http://pressetext.com/news/080915015/) reduzierten sich die Erlöse der Outsourcer allein in den Vereinigten Staaten teilweise um bis zu 60 Prozent. Aufträge von wankenden Instituten wurden auf Eis gelegt oder gestrichen. Viele japanische Unternehmen dagegen übten sich bislang eher in Zurückhaltung mit dem Thema Outsourcing durch ausländische Anbieter. Obwohl es nach wie vor Vorbehalte in Japan zu geben scheint, wächst das Geschäft. "Dieser Trend wird langfristig nicht aufzuhalten sein", schätzt Köhler auf Nachfrage von pressetext.



Ein Bericht des Wall Street Journals gibt dem Fachmann Recht. So helfen Indiens Ingenieure im Auftrag Toshibas bereits bei der Entwicklung von Navigationssystemen für Autos. Zudem werden Medizinscanner für Olympus entworfen. Infosys ist im Software-Design für Fujitsu aktiv und Tata Consultancy Services arbeitet bei innovativen On-Board-Systemen für einige Nissan-Modelle mit. Aber auch Investmentbanken wie die Daiwa Securities SMBC hat Tata für sein internationales Trading-System engagiert. Ausschlaggebend für Tata soll das Know-how sowie die Preisgestaltung der Inder gegenüber ihren japanischen Kollegen gewesen sein. Im letzten Geschäftsjahr konnte Infosys mehr als 88 Mio. Dollar Umsatz in Indien lukrieren



http://pressetext.ch/news/090820002/indiens-outsourcing-unte…

[Goldwalla]

STATE Bank of India erwartet grünes Licht für die große Fusion:

SBI expects green signal from government on merger soon
20 Aug 2009, 1934 hrs IST, PTI

HYDERABAD: State Bank of India on Thursday said it expects the government's approval soon for the merger of its associate State Bank of Indore
with itself.

"I don't know. May be, soon. So far, they (government) were busy with the budget. It is not fair to expect them to apply themselves on these matters. Now, I think we should hear from them any day. Hopefully, this month," SBI Chairman O P Bhatt said when asked whether the bank has received the government's nod for the merger.

"Merger is a fairly long process. It's legal, it's technical. Some approvals are required from the regulator and from the owner.

"So we have sent in our board resolutions, intent that we have, that we would like to merge the State Bank of Indore with the State Bank of India. Now, we are waiting to hear from them," he told reporters on the sidelines of a conference of the Indian School of Business (ISB) here.

The boards of both the banks have already agreed for the merger.

Besides, the State Bank of Indore, SBI has five associates namely State Bank of Travancore, State Bank of Patiala, State Bank of Bikaner and Jaipur, State Bank of Mysore and State Bank of Hyderabad.

[uprock]

Antwort auf Beitrag Nr.: 37.820.320 von Goldwalla am 20.08.09 18:25:59

Der lendenlahme Tiefflieger Mahanagar hat's Dir ja richtig angetan.

Vorsicht mit dem Teil. Es gab schon in der Vergangenheit öfter grosse Pläne betreffs Mergers und Zukäufe (bis nach Südafrika). In Realität seit Jahren einer der Loser schlechthin in Indien. Ich sehe Mahangar fundamental gegenüber den anderen, grossen TelCom-Spielern meilenweit im Hintertreffen. Bleibt nur die Fantasie der Fusion mit Bharti, welche aber auch schon zumindest teilweise eingepreist sein dürfte.

[uprock]

http://mobil.handelsblatt.com/top/2447532

[uprock]

http://www.dradio.de/nachrichten/200907201900/4

[Goldwalla]

Antwort auf Beitrag Nr.: 37.829.825 von uprock am 21.08.09 21:03:03

Mahanagar hat einige Nachteile, z.B. die typische indische lähmende Bürokratie.
Keiner will wirklich arbeiten, es werden nur Akten von einem
Schreibtisch zum anderen transportiert, begleitet von nutzlosem Beamtenpalaver.
Die Kunden werden oft nur als Störenfriede empfunden.

Andererseits kommt auf Indien eine neue Zeit zu, eine neue Generation tritt an, nicht korrupt, die will nicht ihre
Zeit mit Daumendrehen verschwenden. Die will wirklich arbeiten
und was leisten.
Sie sind sehr viel mehr mit Indien identifiziert, als die alten Kolonialgenerationen, dessen einziges Interesse war,
ihre Zeit bis zum nächsten Lohn bequem zu überbrücken.
Der passive Widerstand gegen die Kolonialherren hat sich
tief und unbewußt eingespeichert.


Mahanager wird modern, UMTS G3 wird in den Metropolen eingerichtet
und funktioniert sogar.

In Mumbay wird ab 1.9. das Surftempo verdoppelt.

Mahanagar braucht die UMTS-Lizenz als Staatsbetrieb nicht
einzusteigern.
Das ist ein ungeheurer Vorteil.

Eine Fusion mit BSNL welche gerade teilweise bestreikt wird,
ist derzeit noch, nur in den Köpfen der beiden staatlichen
Telefonunternehmen.

BSNL hat den gleichen alten Beamtenzopf zu tragen wie Mahanagar.
Diese Bürokraten haben für Jahre tatenlos zugeschaut wie ihre Kunden massenweise abgesprungen sind.

Jetzt sind sie zum Gegenangriff übergegangen und bieten
Barti Airtel Kunden an, ihre Telefonnummern mitzunehem und
zurückzukommen.

Ich werde auch das Angebot annehmen, da die Bedeckung sehr viel
gründlicher ist, als mit Airtel.
Außerdem wurde das GPRS surfen mit Airtel recht teuer
und sehr viel langsamer.

BSLN ist überraschend erfolgreich mit dieser neuen Aktion.

Mahanagar hat einige gute Aussichten.
Nach der Fusion mit BSLN wird die größte indische Telefongesellschaft entstehen.

Aber da ist noch viel Zukunft.
Trotzdem habe ich mir einige Aktien ins Depot gelegt,
einfach nur um dabeizusein, ohne recht viel Hoffnung.

Wenn Mahanagar die 100 RS Grenze überspringt, dann kann es
interessant werden.

Gruß
goldwalla

[Goldwalla]

Antwort auf Beitrag Nr.: 37.829.878 von uprock am 21.08.09 21:10:45

Indien war die letzten Tage etwas paralysiert von der vagen Aussicht, daß der chinesische Mark crashen könnte.

Aber das ist nun nicht mehr so sehr drohend.

[Goldwalla]

Lichtblicke
Indische Banken: Regiment der Regulierer
von Helmut Hauschild

In der Serie Lichtblicke zeigt Handelsblatt.com drei Wochen lang, wie es der Banken in aller Welt nach rund zwei Jahen Finanzkrise geht. Heute sind die indischen Geldhäuser an der Reihe. Indiens strenge Bankenaufsicht hat das Land vor einem Finanzkollaps bewahrt. Das müssen Kritiker des indischen Modells anerkennen....





http://www.handelsblatt.com/unternehmen/banken-versicherunge…

[Goldwalla]

http://www.finanznachrichten.de/nachrichten-2009-08/14760431…

[Goldwalla]

 Ranbaxy Laboratories (7.02%), Tata Motors (6.86%), HCL Technologies (5.93%), Suzlon (4.48%) and Wipro (3.7%) were the biggest Sensex gainers.

[Goldwalla]

DAIICHI SANKYO - Der japanische Arzneimittelkonzern Daiichi Sankyo entschuldigt sich bei seinen Aktionären für Fehler bei der Übernahme von Ranbaxy. Der Kaufpreis sei zu hoch gewesen, sagte Daiichi-Sankyo-Chef Takashi Shoda. Allerdings werde sich das Geschäft dennoch bezahlt machen, sagte er weiter.

[Goldwalla]

 NEW DELHI: Drugmaker Ranbaxy Laboratories has received the final approval from the US Food and Drug Administration (USFDA) to make and sell the generic version of Sciele Pharma’s peptic ulcer tablet Robinul for 1 mg and 2 mg dosages.



The annual market sales of Robinul is $26 million in the US, Ranbaxy said in a statement. Ranbaxy, now owned by Japan’s Daiichi Sankyo, plans to launch the tablet during the December quarter.

[Goldwalla]

http://www.finanznachrichten.de/nachrichten-2009-08/14785775…


Wipro bekommt ein 5 Jahresvertrag von BP

[Goldwalla]

Inder sollen leichter ADRs platzieren können:

NEW DELHI: The government is examining a proposal to amend its existing rules governing American depository receipts (ADRs) to allow Indian

companies easier access to the US market. It is deliberating on whether Indian firms can access the most liberal form of ADRs—level-I—that require very few regulatory disclosures while allowing them to diversify their investor base and build a presence in the US market that may help if they decide to raise capital later.

India currently allows only level-3 ADRs/GDRs, which involve capital raising and listing on the regular exchanges and greater disclosures, including costly compliance with US laws. A finance ministry official told ET that the deliberations had begun on whether Indian companies should be allowed to access the US market through level-1 ADRs.

[Goldwalla]

Two more swine flu deaths in India, toll jumps to 68

Two more people, a 28-year-old businessman in Mumbai and a 35-year-old woman in Pune succumbed to the H1N1 viral infection, taking the toll to 68.

[Goldwalla]

Wipro mit einem weiteren Auftrag:

http://www.finanznachrichten.de/nachrichten-2009-08/14797741…

[Goldwalla]

BANGALORE: World’s biggest oil company ExxonMobil is in talks with India’s top technology firms and multinational vendors for outsourcing

A day after British Petroleum (BP) formally awarded over $1.5-billion outsourcing contracts to TCS, Infosys and Wipro along with IBM and Accenture, top Indian offshore vendors including L&T Infotech and HCL Technologies - along with other MNC vendors - have locked horns with each other for almost $1-billion outsourcing deal being fleshed out by ExxonMobil.

[Plinguin]

Ich suche einen frei zugänglichen Chart für Indien-Nifty-Index. Wer weiß einen?

[Goldwalla]

Hintergrundstrategien Indien/Pakistan

http://www.rense.com/general87/west.htm

[Goldwalla]

Aus China wurden heute deutliche Abschläge gemeldet. Der Shanghai Composite brach um 6,74 Prozent ein auf 2.667,75 Zähler. Hintergrund waren Sorgen vor einer strafferen Geldpolitik der chinesischen Regierung. Der Hang Seng gab 1,86 Prozent ab auf 19.724,19 Punkte. In Shanghai sackten unter anderem Industrial Bank, Aluminum Corp., Sinopec und Jiangxi Copper um den größtmöglichen Tagesverlust von jeweils 10 Prozent ab. Papiere der größten chinesischen Fluggesellschaft China Southern schlossen mir rund 8 Prozent im Minus.

Der indische Leitindex SENSEX liegt zur Stunde mit 1,48 Prozent im Minus bei 15.687,10 Zählern. Die Wirtschaftsleistung in Indien ist im ersten Quartal des indischen Fiskaljahrs erneut kräftig gewachsen. Wie die nationale Statistikbehörde Indiastat mitteilte, konnte das Bruttoinlandsprodukt (BIP) um 6,1 Prozent gegenüber dem Vorjahresquartal gesteigert werden. Volkswirte hatten lediglich ein Plus von 5,8 Prozent erwartet. Die Gewinnerseite ist recht dünn besetzt. Papiere des Autobauers Mahindra & Mahindra gewinnen einsam an der Spitze fast 5 Prozent. Rote Vorzeichen prägen das Bild unter anderem bei Tata Steel (-3,1 Prozent), Hindalco (-2,8 Prozent) und Reliance (-2,7 Prozent).

[Plinguin]

Danke für die Infos, Goldwalla. Hast du auch einen frei zugänglichen Chart für mich?
Thanks, Pling

[Plinguin]

Danke für die Infos, Goldwalla. Hast du auch einen frei zugänglichen Chart für mich?
Thanks, Pling

[Goldwalla]

Antwort auf Beitrag Nr.: 37.885.244 von Plinguin am 31.08.09 14:08:53

Leider nicht, ich schaue da nicht so hin.
Aber klicke Dich bei www.rediff.com durch,
dort wirst Du wohl fündig werden.

[Goldwalla]

Experten sehen Potential bei indischen Aktien Facebook Tweet this!


31.08.2009

Indien ist die weltweit am zweitschnellsten wachsende Volkswirtschaft

Das Wirtschaftswachstum Indiens hat sich im zweiten Quartal mit einer Rate von 6,1 Prozent im Jahresvergleich erstmals seit 2007 wieder beschleunigt. Indien ist damit die weltweit am zweitschnellsten wachsende Volkswirtschaft.

Die Zahlen bestätigen den optimistischen Ausblick von Marktbeobachtern für die Aktienkurse an der Bombay Stock Exchange. Der dortige Benchmarkindex Sensex legte in den ersten 100 Tagen der zweiten Amtsperiode von Premierminister Manmohan Singh 16 Prozent zu. Mehr Zustimmung von Seiten der Märkte hat eine neue indische Regierung seit 1991 nicht mehr erfahren. Damals stieg der Sensex in den ersten 100 Tagen nach dem Amtsantritt von Premierminister P.V. Narasimha Rao um 40 Prozent.

Nach Daten der Börse Bombay haben ausländische Anleger seit dem Beginn von Singhs zweiter Amtsperiode per Saldo indische Aktien im Wert von 4,9 Mrd. Dollar gekauft. Sie vertrauen darauf, dass Singh den Strassenbau beschleunigt vorantreiben wird, dass er die Beschränkungen für ausländische Beteiligungen an indischen Banken lockern wird und dass er mit der Privatisierung von Staatsbetrieben fortfahren wird.

Aufgrund solcher Erwartungen schätzt das grösste koreanische Brokerhaus Mirae Asset Financial Group, dass die indische Volkswirtschaft für die nächsten drei Jahre um jeweils 9 Prozent wachsen kann. Für den Sensex sieht Mirae bis 2012 Spielraum bis jenseits seines im Januar 2008 erreichten Rekordwerts von 21 206,77 Zählern. Derzeit notiert der Index etwa 25 Prozent unterhalb dieser Marke.

“Indien ist gut aufgestellt, um von einem Aufschwung der Weltwirtschaft zu profitieren”, sagte Gopal Agrawal, Leiter Aktiengeschäft bei Mirae in Mumbai (Bombay). “Die politischen Vorgaben sind bekannt. Wir müssen sehen, wie sie ausgeführt werden und wie die Bevölkerung davon profitiert.”

Der Sensex hat seit Jahresbeginn 65 Prozent zugelegt. Am Montag Vormittag notierte am Nachmittag bei 15 658,09 Zählern 1,65 Prozent im Minus. Der Analyst Suresh Mahadevan von der UBS AG schrieb am 26. August in einem Bericht, der Index könne bis März 2011 auf 20 000 Punkte steigen. Mahadevan empfiehlt die Aktien der beiden Stahlhersteller Tata Steel Ltd. und JSW Steel Ltd. - den Marktführer und die Nummer 3 in der Branche.

Der 76-jährige Premierminister Singh war nach seinem Studium an der Universität Oxford zwischen 1982 und 1985 Gouverneur der indischen Notenbank. Im Kabinett Rao setzte er als Finanzminister die Senkung von Einfuhrzöllen sowie die Öffnung des Aktienmarkts für ausländische Investoren durch. 2004 wurde er der vierte Regierungschef nach Rao.

Sein zweiter Wahlsieg fiel höher als der erste aus. Das erlaubte es Singh, ohne die bisherigen kommunistischen Koalitionspartner weiterzuregieren, die Privatisierungspläne blockierten und sich dem Vorhaben widersetzten, die Bestimmung aufzuheben, die das Stimmrecht ausländischer Investoren in nicht-staatlichen Banken auf zehn Prozent beschränkt.

Die Regierung ist auf die Erlöse aus der Privatisierung staatlicher Unternehmen angewiesen, denn sie erwartet, dass das Haushaltsdefizit im laufenden Fiskaljahr, das Ende März 2010 endet, auf 6,8 Prozent des Bruttoinlandsprodukts anschwellen wird. Im Vorjahr betrug es 6,2 Prozent.

Oil India Ltd., das zweitgrösste Ölexplorationsunternehmen des Landes, will ab 7. September Privatinvestoren zehn Prozent seiner Anteilsscheine anbieten und hofft, damit 27 Mrd. Rupien (385 Mio. Euro) zu erlösen, wie Finanzdirektor T.K. Ananthkumar erklärte. NHPC Ltd., der führende indische Stromerzeuger aus Wasserkraft, will mit seinem Börsendebüt 40 Mrd. Rupien einspielen.

“Die Regierung verfolgt einen aggressiven Reformkurs”, sagte Pauli Laursen, Fondsmanager bei SydInvest Asset Management in Kopenhagen. “Das IPO eines Unternehmens wie Oil India ist positiv.”

Im kommenden Jahr könnte die indische Volkswirtschaft schneller expandieren als die chinesische, erwartet Puneet Nanda, Executive Vice President bei der Lebensversicherung ICICI Prudential Life Insurance Co. Bislang, so glaubt er, unterschätzen die Investoren das Wachstumstempo der indischen Wirtschaft sowohl in der Industrie als auch im Dienstleistungssektor.

Nach Daten des Fondsbranchenbeobachters EPFR Global haben seit dem 1. Juni Aktienfonds, die in Indien investieren, per Saldo 1,2 Mrd. Dollar im Land investiert, wobei die Zuflüsse neun Wochen in Folge die Abflüsse übertrafen. Die im Sensex gelisteten Aktien sind derzeit mit dem 18,7-fachen der geschätzten Gewinne bewertet. Für den chinesischen Benchmarkindex Shanghai Composite beträgt das KGV 21,4.

“Indien ist im Vergleich zu China unterbewertet”, meint Venkatraman Amantha-Nageswaran, bei Julius Bär & Co. in Singapur zuständig für die Kapitalanlage. “Die Lücke, die sich in der Performance sowohl zwischen den Aktienmärkten als auch zwischen den Volkswirtschaften Indiens und Chinas zeigt, wird sich merklich verringern und zugunsten Indiens verändern.” (Bloomberg)

[Goldwalla]

AT&T eyes BSNL stake to re-enter India

31 Aug 2009, 0711 hrs IST, Rashmi Pratap, ET Bureau Discuss 	 



MUMBAI: US telecom giant AT&T is learnt to have approached public sector Bharat Sanchar Nigam (BSNL) for investing in the Indian behemoth to

re-enter the world’s fastest-growing telecom market.



It is not yet known if the government is amenable to roping in a strategic investor in BSNL, but sources in the know said a pre-IPO placement might be a possibility. “AT&T has expressed interest in BSNL. But BSNL top brass has conveyed to AT&T that only the government can decide on the matter,” a person familiar with the discussions told ET. Officials from the two sides recently met twice in New Delhi to discuss the matter, according to him.



“The government is unlikely to sell a majority stake in BSNL, which is already undergoing restructuring. If at all there is a sale to a foreign operator, it will not be more than 26%, considering the sensitivity of the sector,” said this person.



The PSU is fully owned by the government, which is planning to take the company public, though no time-frame for this has been given yet. BSNL’s net worth works out to Rs 81,000 crore, based on the balance sheet for FY08.



Its counterpart in Mumbai and Delhi, MTNL, is currently trading on the BSE at Rs 95 per share, which is around half of its net worth per share. As BSNL will get a premium over MTNL, being a national operator, its valuation will work out to anywhere between Rs 65,000 crore and Rs 80,000 crore, assuming a 50-100% premium over MTNL’s current trading price.



Going by this, AT&T may have to shell out upwards of Rs 16,000 crore for buying a one-fourth stake in the company. BSNL is present in 21 circles and has already received 3G spectrum from the government.



In response to an email questionnaire, AT&T spokesperson McCall Butler said: “We do not comment on rumours or speculations.” BSNL chairman and MD Kuldeep Goyal also denied the development. “BSNL is not even listed and any such move will require a lot of regulatory approvals,” he told ET.



AT&T’s interest in BSNL surfaced after the US telco failed to buy into any of the other major operators in India, where teledensity is just 40% in a population of 1.15 billion. Tele-density in most countries in Europe and in the US is well above 100%.



AT&T, which is rapidly expanding its mobility business globally, quit Indian mobile space in 2005, selling its 33% stake in Idea Cellular following merger with Cingular Wireless. It received around $250 million from the stake in Idea, which is now valued at nearly $3.5 billion. The Indian telecom sector has seen massive growth since then.



Telecom penetration has reached a whopping 40% from almost 2% four years ago and it is not surprising that AT&T wants to come back. It is learnt that in the past one year, AT&T has held discussions with Maxis Communications, the parent of Aircel Cellular, Reliance Communications and Idea Cel

[Goldwalla]

New Delhi, Aug. 30



US-based wireless equipment maker Harris Stratex is interested to take part in Mahanagar Telephone Nigam Ltd’s franchisee project for rolling out WiMax-based broadband services

[Goldwalla]

Did you say recession? Airlines to hire 500 pilots, cabin crew

1 Sep 2009, 0729 hrs IST, Mithun Roy , ET Bureau



 

MUMBAI: Budget airlines SpiceJet, IndiGo and all-business carrier Paramount Airways will hire more than 500 pilots, cabin crew and ground staff



this fiscal as they expand operations after turning in surprise profits in the first quarter.

The move comes as a surprise as global tourist inflow is expected remain low during the traditional peak season of October-March due to the global recession, swine flu fear and drought in several parts of the country, according to tour operators.

[Goldwalla]

Antwort auf Beitrag Nr.: 37.885.244 von Plinguin am 31.08.09 14:08:53

Hallo Pinguin,
hast Du den gewünschten Chart bekommen?

Wäre interessant den mal anzugucken.
Manche denken der DOW wird um 4500 Pkte nachgeben.:

http://www.godmode-trader.de/nachricht/EW-Analyse-DOW-Jones-…


Indien ist auch nicht mehr so enthusiastisch wie noch vor kurzem,
obwohl es keinen Anlaß für Probleme gibt, außer ein unglückliches
globales Umfeld..

[Goldwalla]

 MUMBAI: Pharma firm Ranbaxy Laboratories today said its Romanian arm will market Evista, a drug used for treating

osteoporosis.



Terapia SA (Terapia Ranbaxy), a subsidiary of the company would market the osteoporosis medication drug in Romania, Ranbaxy Laboratories, which was acquired by Daiichi Sankyo last year, said in a filing to the Bombay Stock Exchange.



"The launch of Evista by Terapia Ranbaxy in Romania marks our first international endeavour as a global partnership. Terapia Ranbaxy is a strong player in Europe, and we will provide a unique platform to Daiichi Sankyo for the launch of Evista, and many more new products in the future," Ranbaxy CEO and Managing Director Atul Sobti said.



Terapia Ranbaxy is the largest generic pharmaceutical company.



"We continue to explore other collaborations with Ranbaxy that will help optimise our growth," Daiichi Sankyo President and CEO Takashi Shoda said.



In 2006, Daiichi Sankyo acquired the marketing and distribution rights for Evista, an osteoporosis treatment, in six European countries from Eli Lilly and Company, it said.



In 2008, Daiichi Sankyo acquired additional rights for the drug covering all remaining countries in Europe, with the exception of Greece, the filing said.



Shares of Ranbaxy Laboratories were trading at Rs 332 on the BSE, up 1.34 per cent from previous close.

[Goldwalla]

MUMBAI: A total of 100 people have died from swine flu in India since the first fatality was recorded one month ago, the government said.


The health ministry announced in a statement late on Monday that the most recent victims were four people in western Maharashtra state, which has seen 55 deaths from the A(H1N1) virus.

The official figures showed that there have been nearly 4,000 confirmed cases of the virus overall. More than 1,600 were in Maharashtra, with many in the city of Pune.

India's first confirmed case of swine flu was in May. The first death was on August 3.

Fears about contracting swine flu led to huge queues forming outside government hospitals while the rising death toll led to the temporary closure of schools and cinemas in and around Mumbai and Pune.

All 22 international airports have been testing travellers arriving from countries affected by swine flu.

India's health minister has warned that the country, home to 1.2 billion people, should brace for a "large-scale" swine flu pandemic, as more indigenous cases of the virus were reported[/red]

[Goldwalla]

India's Ranbaxy gets govt order for generic Tamiflu
1 Sep 2009, 1846 hrs IST, REUTERS


NEW DELHI: India's Ranbaxy Laboratories said it has got orders from the national government to supply the generic version of Roche's anti-viral
Tamiflu, used to treat the H1N1 flu.

Ranbaxy did not specify the size of the order.

Ranbaxy is majority owned by Japan's Daiichi Sankyo.

हिंदी | ગુજરાતી

[Goldwalla]

Antwort auf Beitrag Nr.: 37.897.845 von Goldwalla am 01.09.09 21:45:45

Ranbaxy, Strides surges on Tamiflu order
2 Sep 2009, 1120 hrs IST, ET Bureau


MUMBAI: Pharmaceutical companies Ranbaxy Laboratories and Strides Arcolab rose more than 2 per cent after they got government orders to supply
the generic version of Roche's anti-viral, Tamiflu, used to treat the H1N1 flu.

Strides bagged the biggest order to supply 7.4 million capsules while Ranbaxy will supply 900,000 capsules initially.

Shares of Ranbaxy were trading at Rs 321.75, up 0.67 per cent while Strides Arcolab rose 2.49 per cent to Rs 156.50 on the BSE.

हिंदी | ગુજરાતી

[Goldwalla]

 State-owned telecom operator MTNL on Wednesday submitted a bid to acquire a 75% stake in Nigerian Telecommunications (Nitel). MTNL will now appoint consultants to evaluate Nitel before placing a financial bid for the Nigerian government-owned telco that has both fixed-line and mobile operations (both GSM & CDMA).

[Goldwalla]

03.09.2009
FOCUS-MONEY

München (aktiencheck.de AG) - Die Experten von "FOCUS-MONEY" halten die Larsen & Toubro-Aktie (ISIN USY5217N1183 / WKN 895354) für ein interessantes Investment.

Larsen & Toubro sei der größte Baukonzern Indiens und dürfte von dem milliardenschweren Konjunkturprogramm der indischen Regierung profitieren. Seit fünf Jahren lege der Umsatz im Schnitt um 27% zu. Und auch im laufenden Geschäftsjahr betrage das Plus der Order-Pipeline bereits 25%. Experten würden für 2012 Umsätze in Höhe von 11 Mrd. Euro prognostizieren. Zum Vergleich: In 2008 habe der Umsatz rund 6 Mrd. Euro betragen.

Trotz der Rally ist die Larsen & Toubro-Aktie nach Meinung der Experten von "FOCUS-MONEY" billig. Ein Stoppkurs sollte bei 7,50 Euro platziert werden. (Ausgabe 37) (03.09.2009/ac/a/a)

[Goldwalla]

http://derstandard.at/fs/1250691935947/Schwellenlaender-gehe…

[Goldwalla]

 NEW DELHI: State-run MTNL’s efforts to revive its floundering 3G business with an international partner’s help received a muted response, with

Telecom

Smartphones

Bharti-MTN Deal

Cos going for disinvestment

only Richard Branson’s Virgin Group and BK-Modi run Spice Group bidding for it, a senior company official said.



International telecom companies such as AT&T and France Telecom which were expected to bid dropped out, possibly because private sector companies such as Bharti Airtel And Vodafone Essar already service more profitable rich customers (who are likely to opt for 3G) and the state-run company offered limited scope, said a senior executive with a foreign telecom company which did not bid for these reasons.



MTNL, which dominates fixed line telephones in New Delhi and Mumbai, invited bids in July to run its 3G mobile services for 10 years, after it got a meagre 1,000 subscribers for the service in the first six months in New Delhi as it lacked the muscle and marketing strength of private sector rivals.



Third generation spectrum, or 3G, refers to high-speed wireless services which facilitate video calling and internet on mobile phones. “We have got bids from Virgin and Spice and are evaluating the technical parameters. We will look at their financial bids only if they are technically qualified,” MTNL director (technical) Kuldip Singh told ET.

[Goldwalla]

Antwort auf Beitrag Nr.: 37.917.794 von Goldwalla am 04.09.09 10:48:23

hier gehts weiter..

Billionaire (Richard) Branson’s Virgin may get the deal as it is experienced in running 3G services in European countries, while Modi’s Spice may not fit in the bill, said a telecom industry expert who did not want to be identified. MTNL has said that to qualify as a partner, a company should have prior experience in offering 3G services and they should also have a minimum of 1 million customers on this platform in at least two countries.

[Goldwalla]

 NEW DELHI: German luxury car maker Audi today said it will start assembling its sports utility vehicle (SUV) Q5 in India by March next year and

is expecting its sales to grow by about 70 per cent in 2009.



"We will start local assembling of our SUV Q5 at the Aurangabad plant. This year we are expecting to sell 200 units of the car, while it should go up to 500 units from next year," Audi India Managing Director Benoit Tiers told reporters here.



The company currently assembles its luxury sedans A4 and A6 at its Aurangabad plant.



The Indian subsidiary of Audi would start a new line of production for the SUV with an initial capacity of 500 units per year, he added.



On investment in the new line, Tiers said it would be a part of the 30 (rpt) 30 million euros that the company has already committed to invest in the country.



The company had last year sold 1,050 units of its all models and in the beginning of this year it had set a target to cross 1,500 units.



"We have already sold 1,128 units this year. If everything goes well, I hope and we have a good chance to sell 1,700-1,800 cars in 2009, which will be an increase of about 70 per cent," Tiers said.

[Goldwalla]

NEW DELHI: Ranbaxy Laboratories on Thursday said it has entered into an agreement with the US-based Validus Pharma for selling low cost versions
of its calcium drug Rocaltrol.

The company's US-based subsidiary Ranbaxy Pharmaceuticals Inc (RPI) and Validus Pharmaceuticals LLC have entered into an agreement for marketing and distribution of a generic version of Rocaltrol (calcitriol), Gurgaon-based Ranbaxy Lab said in a statement.

Under the agreement, Rambaxy would market and distribute an authorized generic version of Rocaltrol in both softgel capsules and an oral liquid formulation.

According to industry estimate, overall market sales for calcitriol softgel capsules and oral liquid is about USD 70 million.

Ranbaxy will launch the product immediately in the United States and expects to be the only generic company offering all forms and strengths of generic Rocaltrol.

"Ranbaxy was very pleased to be selected by Validus as their distribution partner for an authorized generic version of Rocaltrol," RPI's Sales and Distribution Vice-President Jim Meehan said. We look forward to a long and prosperous partnership with Validus, Meehan added.

Rocaltrol is the brand name for a synthetic form of calcitriol, a metabolite of vitamin D, which occurs naturally in the human body.

[Goldwalla]

http://business.rediff.com/column/2009/sep/04/how-to-make-br…

[Goldwalla]

Der Streit zwischen den Ambanis geht an..

http://business.rediff.com/report/2009/sep/04/the-reason-beh…

[Goldwalla]

http://www.swissinfo.ch/ger/news/newsticker/international/Mi…

[Goldwalla]

India to invest $10 bn in IMF: Pranab

4 Sep 2009, 2235 hrs IST, IANS

LONDON: India is to invest up to $10 billion in the International Monetary Fund as part of a major thrust to wrest a greater say in the running
IMF
of international financial institutions, Finance Minister Pranab Mukherjee announced Friday.

"India has decided to invest up to $10 bn of its reserves in notes issued by the IMF," Mukherjee said after a meeting of the finance ministers of Brazil, Russia, India and China (BRIC) in London.

The Indian pledge is part of a total of $80 billion that the four BRIC countries will invest into the IMF in order to replenish its fund aimed at helping out countries that are struggling in the current financial crisis.

China will account for $50 billion of this amount, and the rest will be borne by India, Russia and Brazil.

In return, the BRIC countries want a greater say in the running of the IMF and other international financial institutions such as the World Bank, including a larger share of quotas and voting, said Brazil's Finance Minister Guido Mantega.

Part of the BRIC meeting was joined by US Treasury Secretary Timothy Geithner in a move that Mukherjee described as "an acknowledgement of the group's emergence as a key voice in global economic and financial issues"

[Goldwalla]

http://www.boerse-express.com/pages/810035[/url

Indien überholt China beim Autoexport
In Asien mausert sich Indien zum heimlichen Exportchampion bei verbrauchgünstigen Fahrzeugen
(c)



In Asien mausert sich Indien zum heimlichen Exportchampion bei verbrauchgünstigen Fahrzeugen. Obgleich der indische Automarkt nur 19 Prozent des chinesischen ausmacht, wird Indien beim Export die chinesischen Werke bereits in diesem Jahr klar überholen. Und mehr und mehr kann Indien dank günstiger Arbeitskosten und seines Fokus auf besonders ökonomische Kleinwagen sogar zum Konkurrenten etablierter Exportländer wie Thailand und Südkorea werden......
" target="_blank" rel="nofollow ugc noopener">http://www.boerse-express.com/pages/810035[/url

Indien überholt China beim Autoexport
In Asien mausert sich Indien zum heimlichen Exportchampion bei verbrauchgünstigen Fahrzeugen
(c)



In Asien mausert sich Indien zum heimlichen Exportchampion bei verbrauchgünstigen Fahrzeugen. Obgleich der indische Automarkt nur 19 Prozent des chinesischen ausmacht, wird Indien beim Export die chinesischen Werke bereits in diesem Jahr klar überholen. Und mehr und mehr kann Indien dank günstiger Arbeitskosten und seines Fokus auf besonders ökonomische Kleinwagen sogar zum Konkurrenten etablierter Exportländer wie Thailand und Südkorea werden......

[Goldwalla]

STATE Bank of India erwartet wieder einen Gewinn von 30-35 %.

MUMBAI: State Bank of India, the country's biggest bank, is likely to see 30-35 percent growth in earnings in the current quarter, Chairman OP
Bhatt told reporters on the sidelines of a banking conference on Tuesday.

SBI's retail loan growth is likely to be twice of what it was in the year-ago quarter, he said.

[Goldwalla]

 KOLKATA: Mercedes-Benz India Ltd hopes to sell about 240 trucks in India during 2009 which is estimated to translate into Rs 145 crore revenue

for the segment. During 2008, it sold about the same number of vehicles . It now feels that the market will improve only in 2010 when growth is likely.



This calendar, Merc has already sold about 127 trucks and has orders for another 50 from Saumya Mining – a Kolkatabased company into contract mining. “Saumya Mining has ordered 100 trucks for its mining business, 50 of which will be delivered this year and the rest 50 next year. The order size is about Rs 60 crore,” said Mercedes-Benz India MD and CEO Wilfried Aulbur.



Interestingly, Merc is also looking at a sizeable opportunity in fire departments of various states as well as the defence sector. 

[Goldwalla]

Antwort auf Beitrag Nr.: 37.937.490 von Goldwalla am 08.09.09 13:05:08

Mercedes Trucks in Indien, das wäre sehr erfreulich.

Die von Tata bleiben zu oft liegen und blockieren die engen Straßen.

[Goldwalla]

Der Kurs der STATE Bank of India hat schon vor 2 Jahren 80-90 € gesehen.t

Es gibt keinen Grund warum dieser Kurs nicht wieder erreicht,
bzw. überholt werden kann-.

Die SBI hat seitdem einige große Fusionen und gestiegene Einnahmen
erlebt.

Wenn der Kurs die 60 € Hürde genommen hat, wirds wieder sehr spannend.

[Goldwalla]

Der Vorsitzende der STATE Bank of India O.P.Batt meint, vielfache Kapitalerhöhungen für Indische Banken wären notwendig:


By comparison, the largest Chinese bank, ICBC, was more than five times the size of State Bank, Bhatt said. ICBC is the world's biggest bank by market value at $238.3 billion and had assets of $1.4 trillion at the end of 2008. Bhatt said earlier this year State Bank, which is 59.41 percent owned by the government, may need to raise between $2 billion to $4 billion in equity in 2009/10.

ICICI Bank and HDFC Bank, India's top two private sector lenders, had assets of around $78 billion and $38 billion respectively. Janmejaya Sinha, chairman for Asia-Pacific at Boston Consulting Group, said banks needed to have a balance sheet size of at least $200-$300 billion to compete in the global arena.

"The current situation is conducive for banks to look at acquisition opportunities abroad," M.V. Nair, chairman and managing director of state-run Union Bank of India, said. But the government has to take a view on consolidation of state-owned banks, he said." target="_blank" rel="nofollow ugc noopener"> MUMBAI: Banks in India will have to raise their capital man…

[Goldwalla]

!

Dieser Beitrag wurde vom System automatisch gesperrt. Bei Fragen wenden Sie sich bitte an [e-mail]

[Goldwalla]

 NEW DELHI: Thanks to the growing service sector and increasing FDI inflows, India may be better placed than China to benefit from the expected

slow economic growth in the industrialised nations, says a report.



According to international research firm Oxford Economics, China is finding it difficult to gain momentum in terms of exports of manufacturing goods due to the sluggish demand in developed economies.



"With the global economy perhaps now starting to recover slowly from the deep recession, it is possible that India is better paced than China to benefit from what may prove to be a fairly slow period of growth in the developed economies in the years ahead," the report said.



China, one of the fastest growing economies, is dependent on exports of manufactured goods, and the same is "now acting as a drag on the country and could pull down its growth rate".



"India's fundamentals have become more favourable given the rise in its service sector and climbing FDI inflows (albeit both of these remain well below Chinese levels)...," the report said.



However, it pointed out that India is facing problems like inefficient agricultural sector, "a still-burdensome bureaucracy and a cautious stance towards privatisation".



Oxford Economics added that India's fiscal position is also much weaker than China, which may be a long-term threat to 

[Goldwalla]

BSLN und MTNL planen gemeinsam Zain in Kuwait zu übernehmen:

Last week, Zain shareholders abolished decades-old restrictions on ownership to enable foreign investors to take up a controlling stake in the Emirate’s oldest mobile operator.

The company has operations in 24 countries with almost 70 million subscribers in the Middle East and Africa including countries like Bahrain which enjoy a 199% telecom penetration to Niger which has 14%. The firm has Arpus ranging from $3 in Ghana to $54 in Kuwait giving India’s telecom companies, facing dwindling Arpu (less than $7), a significant incentive.

India ended July with 479.1 million telephone subscribers with BSNL having 84.6 million, including 55.9 million wireless customers.

MTNL had 8.8 million subscribers including 4.64 million wireless customers.

Zain is the largest of the three mobile operators in Kuwait, along with National Telecommunications and Kuwait Telecommunications Co.

Bloomberg and Reuters contributed to this story.

[Goldwalla]

harti Airtel und Reliance möchten nach Aftika:

20.08.2009 

Bharti und Reliance planen Zukäufe

Afrika lockt indische Mobilfunker

von Helmut Hauschild und Sandra Louven



Die indischen Mobilfunknetzbetreiber wollen ihr Geschäftsmodell mit billigen Minutenpreisen auf den afrikanischen Markt ausweiten. Der indische Marktführer Bharti Airtel verhandelt bereits seit Ende Mai über eine Fusion mit dem südafrikanischen Anbieter MTN. Nun wagt auch Indiens Nummer zwei den Vorstoß. Die Inder kennen bereits das schwieriges Geschäft in Schwellenländern....

http://www.handelsblatt.com/unternehmen/it-medien/afrika-loc…

[Goldwalla]

Former Novartis Senior vice-president Yugal Sikri will be the new India CEO of Ranbaxy Laboratories, the country’s largest drugmaker by sales,
which was taken over by Japanese company Daiichi Sankyo a year ago, reports Mahima Puri from New Delhi.

[Goldwalla]

Antwort auf Beitrag Nr.: 37.960.982 von Goldwalla am 11.09.09 11:11:04

Ranbaxy Labs. A 338.35 325.15 +13.20 +4.06 %

[Goldwalla]

Mal ein Blick über den Tellerrand, die beste indische Autoaktie
wird bald VW

Was jetzt in China geschieht, Indien wird folgen.

Die Asiaten lieben Qualität, das ist nicht sehr überraschend,
der Schlendrian ist in Asien unglaublich allgegenwärtig.

News - 11.09.09 15:22
Volkswagen investiert in China Milliarden

WOLFSBURG (dpa-AFX) - Europas größter Autobauer Volkswagen baut sein China-Geschäft mit Milliarden-Investitionen aus.
Zwischen 2009 und 2011 will das Unternehmen insgesamt vier Milliarden Euro für neue Modelle und den Ausbau von Werken in China ausgeben, wie aus der Mitteilung des Wolfsburger Konzerns vom Freitag hervorgeht.
Das Geld soll aus den Barmitteln der chinesischen Gemeinschaftsunternehmen des Konzerns kommen, hieß es weiter. Der Plan sehe vor, die Werke in Nanjing und Chengdu bis 2012 auf eine Produktionskapazität von jeweils 300.000 bis 350.000 Stück auszubauen. 'Die Nachfrage nach unseren Modellen wächst so rasant, dass unsere Kapazitäten in China nicht mehr ausreichen', begründete Konzern-Chef Martin Winterkorn die Entscheidung. China gehört zu den wichtigsten Absatzmärkten des Konzerns weltweit./dct/stw

[Goldwalla]

http://economictimes.indiatimes.com/Investors-Guide/Ranbaxys…

[Goldwalla]

Der Kurs der STATE Bank of India ist leichtfüßig über die 60 €
gesprungen, drittesaugemäßig sind eigentlich die 90 € der natürliche
Kurszustand.

[Goldwalla]

SBIs erweiterte Auslandsaktivitäten:

 MUMBAI: State Bank of India, the country’s largest bank, plans to increase the share of profits from overseas branches to 10% of total profit

from 8% in 2008-09, said bank chairman OP Bhatt.



He also said that over the next few years the bank is aiming to increase the share of overseas operations in its business to 25% from 13.5%, currently. In a year’s time SBI is looking to add 40 overseas offices. Currently, the bank has 132 foreign offices.



SBI is looking to scale up presence in the UK by setting up five new offices in the next one year. In Nepal, SBI is planning to add 11 more branches. Other destinations SBI is looking at expanding include Canada, California, Sri Lanka, Bangladesh, Saudi Arabia, West Asia and Hong Kong.



Mr Bhatt also said that the bank plans to make London its administrative hub to control its European business. “London will be one of pillar for growth of our international operations,” he said.



At present, SBI has seven branches in the UK and has balance sheet size of close to £3 million. He made this announcement in presence of Lord Mervyn Davies, UK’s minister for trade and investments. State-run SBI is also likely to finalise its expansion plan in Singapore in the next couple of months.



SBI has received approval for opening 25 points of presence, which include branches and ATMs, under the treaty between India and Singapore. So far, the bank has opened eight offices in Singapore and it plans to add 16 more in the next one year.



As of now, India-related services dominate its overseas operations. “Going forward, we would like to have at least 25% of business from local non-Indian customers and balance can be connected to India,” Mr Bhatt said. Talking about overseas acquisitions, Mr Bhatt said that the bank was not averse to inorganic growth.

[Goldwalla]

Bharti Airtel Aktien bald international handelbar?

 India has received a request to consider key changes in its laws and regulations to facilitate a dual listing of the new entity born out of the

cross-border merger between Bharti Airtel and the South Africa-based telco, MTN. The South African government has sought finance minister Pranab Mukherjee’s help in making this happen. The FM said on Tuesday that India could look at its current laws to see whether dual listing can be facilitated. For any discussion on the question of dual listing, it is necessary to first understand what dual listing is all about.



Simply put, a dual-listed entity involves two companies incorporated in different countries contractually agreeing to operate their businesses as if they were a single enterprise, while retaining their separate legal identity and existing stock exchange listings. You could call it a virtual merger of sorts.



The shares in each corporate entity reflect the combined economics of the two companies and the operations of the companies are managed through a common governance structure. On the face of it, this may seem a very complicated exercise. However, the South Africans, who are keen on retaining the identity of MTN as a national symbol, are suggesting that this framework will actually help avoid the complexities involved in an actual physical merger.



But there are several hurdles on the Indian side that may have to be crossed for dual listing. First, government policy must allow dual listing. At the moment no such policy exists. The stock exchanges of both countries should have similar rules.



One will also have to resolve the issue of capital account convertibility involved in such an exercise. For instance, if South African shareholders are allowed to sell Bharti shares on their domestic bourse it will amount to stake sale in a foreign denominated currency. This may entail some relaxation of capital convertibility norms. The question is if an exception can be made for one company only by the India.



Surprisingly, the dual listing request has come up at the eleventh hour and one is not sure why MTN and the South African government would want to complicate matters. If the idea is to just maintain the national identity of MTN, it can surely be achieved in other ways.

[Goldwalla]

Gute Aussichten für Rediff:

http://www.godmode-trader.de/nachricht/REDIFFCOM-Da-schiesst…

[Goldwalla]

Ranbaxy in pact with South Korean firm



NEW DELHI: Drug major Ranbaxy Laboratories has entered into a deal with South Korean biotech firm Medy-Tox for marketing its cosmetic product, Neuronox in the Indian market.



Ranbaxy said it has entered into a strategic in-licensing agreement with Medy-Tox Inc and the introduction of the product would strengthen the company's presence in the dermatological segment. In India, the current market size for this drug is about Rs 30 crore a annum.



“Neuronox comes as a welcome alternative to dermatologists in India and we aim to make botulinum toxin therapy more accessible and affordable to people in the country,” Ranbaxy's Senior Vice-President and Regional Director -- Asia & CIS -- Sanjeev Dani s aid in a statement.



Shares of Ranbaxy were trading at Rs 358.25, up 0.90 per cent, in the afternoon trade on the Bombay Stock Exchange. – PTI

[Goldwalla]

Antwort auf Beitrag Nr.: 38.005.748 von Goldwalla am 17.09.09 23:13:43

GlaxoSmithKline können im britischen FTSE 100 mit einem Zuwachs von über 2 Prozent glänzen. Einem Pressebericht zufolge befindet sich der Pharmariese in Gesprächen über eine Beteiligung in Höhe von 5 Prozent am indischen Konkurrenten Ranbaxy.

[Goldwalla]

Ohne eine Information zu geben wurde der Threadtitel
schulmeisterlich verändert,

daher habe ich mich zurückgezogen.

Ich bitte um Verständnis.

Grüße
Goldwalla

[Beilagenfresser]

Wer hat den Thread-Titel geändert? Du warst doch der Thread-Ersteller.

Schade dieser Thread war klasse - werde Dich hier wo anders suchen.

Viele Grüße

Beilagenfresser

[Goldwalla]

Antwort auf Beitrag Nr.: 38.105.449 von Beilagenfresser am 02.10.09 16:48:48

Vielleicht habe ich mich auch getäuscht.

Ich habe STATE Bank of India Aktien erstmal verkauft,
es ging irgendwie nicht mehr weiter
und mein Interesse für diese Aktie ist erstmal weg.

Aber für RANBAXY habe ich heute einen eigenen Thread aufgemacht,
es ist offensichtlich, daß wir in eine Dekade eingetreten
sind, in der die Pharma Laboratorien eine sehr wichtige Rolle spielen werden und noch sehr viel Kreativität entwickeln müssen.

Dafür gibt es interessante und aufschlußreiche Gründe.

RANBAXY ist auch noch aus anderen Gründen interessant.

Wir können uns darüber austauschen:

Thread: Ranbaxy, indische Pharmaperle mit breiter Zukunft

Gruß
goldwalla

[uprock]

Antwort auf Beitrag Nr.: 38.108.334 von Goldwalla am 03.10.09 00:23:20

Hallo Goldwalla,

ich brauche Dir nicht zu sagen, dass ich den Thread sehr geschätzt habe. Und ich denke, dass ein Ranbaxy-Board dafür kein Ersatz sein kann und leider, weil nur auf die eine Firma fokussiert, langfristig nur wenig Resonanz erhalten dürfte.

Dieser Thread hatte zwar die State Bank im Namen, aber durch Deine Arbeit ist es geglückt, monatelang einen vielseitigen Überblick über die gesamte, indische Wirtschaft zu geben und Wissen über Land und Kultur zu vermitteln. Was, wie man an der Zahl der Clicks sehen konnte, nicht nur mich interessierte. Schade, wenn das nicht mehr stattfinden würde.

Ich möchte Dich ermutigen - ggf.unter einem neuen, das Generalthema 'Indien' klarer stellenden Titel - das bisherige State Bank-Thread-Konzept weiterzuführen. Dass Du weiterhin zum beträchtlichen Teil Alleinunterhalter sein würdest, wäre wohl unvermeidlich - aber Du wirst wohl wissen, dass sich das allein aus Deinem überlegenen Wissen zu diesem Gebiet ergibt und nicht mit Desinteresse anderer User verwechselt werden sollte.

Würde mich freuen.

[Goldwalla]

Antwort auf Beitrag Nr.: 38.119.931 von uprock am 06.10.09 05:02:29

Hallo uprock,

danke für Dein ermutigendes Interesse.

Ich bin gerade auf Reisen und werde Anfang November wieder in
Indien sein, dort habe ich gerne den Impuls zu teilen was es
mitzuteilen gibt.

Grüße
goldwalla

[Goldwalla]

[Goldwalla]

Mahanagar Telephone:




BSNL, MTNL offered majority in Zain SPV
October 07, 2009 03:44 IST
Tags: Vavasi, Zain Telecom, SPV, Kuwait Investment Authority, Bharat Sanchar Nigam Ltd


The race for control of Kuwait-headquartered Zain Telecom has quickened with the Indian consortium led by Delhi-based Vavasi group saying it is willing to give a majority stake in the consortium to state-owned Bharat Sanchar Nigam Ltd or Mahanagar Telephone Nigam Ltd [ Get Quote ], depending on which company gets government approval to go ahead with the deal.

The Vavasi group has an agreement with the Kharafi family of Kuwait to pick up its 46 per cent stake in Zain Telecom.

BSNL Chairman Kuldip Goyal, who confirmed to reporters in Geneva on Monday that it had given Vavasi a letter expressing interest in joining the consortium, said the telecom company would like to have more than 50 per cent with management control of the special purpose vehicle that will be set up to bid for Zain. This effectively means the telecom utility will control 23 per cent of Zain's equity.

The proposal has the support of the Department of Telecommunications and Communications Minister A Raja has said it is well within the scope of the PSUs to go for such bids. A top executive of the Vavasi group said the company was floating an SPV in which half the equity will be held by four partners — Vavasi, two private equity funds and Malaysian billionaire Syed Mokhtar Al Bukhary. The rest of the equity will be held by a telecom company.

"If the telecom company wants more than 50 per cent stake and majority control we are willing to offer that so as long as it fits in with our strategic objectives," the executive added.

The Vavasi group, he said, will initially pick up 10 per cent in the SPV and may increase it later.

The Kharafi family has also offered shareholders with 300,000 shares to join the consortium and according to Vavasi group executives they could get control of up to 50 per cent stake in Zain.

The government of Kuwait holds 25 per cent in Zain through the Kuwait Investment Authority and has said it is willing to sell if the price is right. "We are in talks with KIA and will look at engaging with them as well," the Vavasi executive said.

Merchant bankers say both Bharti, which recently failed in a bid to acquire a stake in South Africa's [ Images ] MTN, and the Essar Group have explored options of buying Zain. Spokesmen from both groups declined to comment.

Zain Telecom is the new jewel in the crown in the African market with over 69 million customers and operations in 24 countries spreading across West Asia and Africa and with a market capitalisation of $19.5 billion.

With over 41 million customers in Africa alone (which include Uganda, Kenya, Tanzania, Republic of Congo and Chad, among others) it is the number one mobile operator in 12 of the 16 countries in the region. In West Asia, the main markets in which it operates are Saudi Arabia, Kuwait, Iraq, Bahrain and Jordan.[/pre]

[Goldwalla]

Will der Zukunftsforscher ins Gespräch kommen?

Chinesische Banken sind wie auch die Indischen streng unter
staatlicher Kontrolle.

Lesenswert:

http://www.manager-magazin.de/unternehmen/artikel/0,2828,648…

[Goldwalla]

Als sichere Währung neben dem Au Dollar, SA.Rand,
zu der auch die indische RS gehört,
ist eine Neubewertung nicht überraschend:

MUMBAI: The Indian rupee was close to fresh one-year highs on Thursday afternoon, rising for a fifth consecutive day, boosted by broad dollar
sales and gains in the local sharemarket. By 12:50 p.m., the partially convertible rupee was at 46.24/25 per dollar after touching 46.22, its highest level since Sept. 26, 2008, and 0.9 percent above Wednesday's close of 46.66/67.

[Goldwalla]

http://www.ftd.de/unternehmen/versicherungen/:investorensuch…

[Goldwalla]

Broker sieht einen Kursabsturz in Mumbay in zwei Monaten:

http://business.rediff.com/slide-show/2009/oct/09/slide-show…

[Goldwalla]

While banks' interest income growth may be subdued due to lack of demand for loans, their profitability may rise given that their cost of funds have fallen due to lower deposit rates. The growth in credit offtake has fallen to 13.4% in the September quarter compared to 16.2% in the previous quarter.

Banks had started cutting down interest rates on deposits in April this year. The real impact of those cuts is expected to be visible from the September quarter. Axis Banks is a likely winner among the banking pack with a likely net profit growth of 33%, followed by HDFC Bank (28.6%) and SBI (25.4%). ICICI is expected to report an 8% drop in profit.

[Goldwalla]

Heute in Mumbay:


In Mumbai zogen Titel der State Bank of India als Spitzenreiter im SENSEX um 5,2 Prozent an. Weitere Gewinner waren mitunter der Software-Konzern Wipro (+3,8 Prozent), der Zigarettenkonzern ITC (+3,7 Prozent), das Raffinerie-Unternehmen Reliance (+3,2 Prozent) und der Autobauer Mahindra & Mahindra (+2,8 Prozent).

[Goldwalla]

 The earnings growth of Indian banks are expected to drop sharply for the quarter ended September 2009 as their core business - lending - was

impacted with fewer borrowers signing up for loans.



According to earning estimates of brokerage houses and ETIG, top eight banks are expected to post an average profit growth of just 13% y-o-y in the September quarter. The average earnings growth in the previous quarter was 51%.



The primary reason for this slide is the muted credit growth. The growth in credit offtake, which was 16% in June 2009 quarter fell to 13% at the end of September.



Banks are also expected to report modest treasury gains. During the June quarter, bond yields on government securities and corporate bonds were extremely volatile. This provided ample opportunities to banks to book treasury gains by exploiting the price fluctuations. In the September quarter too, yields were volatile, although the extent of variation was much less.



During the last quarter, most banks had cut their deposit rates, while keeping their lending rates unchanged. This is expected to help protect their net interest margin (NIM). However, the full impact of a cut in deposit rate is expected to be visible only during the second half of this fiscal.



For the September quarter, top state-owned banks such as SBI, Punjab National Bank, Bank of Baroda and Bank of India are expected to report a growth in earnings by an average rate of 10% compared to 48% in the June quarter. Private banks such as HDFC Bank and Axis Bank are expected to be the showstoppers in this result season with profit growth expected to be 28% and 30%, respectively.



Interestingly, Axis Bank ranks as the top pick of most of the brokerage houses. However, there are also brokerage houses that prefer PSU banks.



For instance, Motilal Oswal in its report said, “We prefer banks with core deposit franchise, higher tier-I capital and high provision coverage ratio. SBI, Bank of Baroda, Union Bank and Canara Bank are our top picks among state-owned banks”



Though most of the banks are expected to report modest earnings growth in Sep’09 quarter, the outlook is likely to improve in the second half. Several corporates are finalizing their expansion plans, which will boost loan growth. NIMs, too, are expected to improve. It could well be that the Sep’09 quarter may be just an aberration.

[Goldwalla]

Mahanagar wird zulegen:

 NEW DELHI: India has pipped China to become the world's fastest growing market, thanks to the various "innovative" ways such as infrastructure

sharing and network management outsourcing adopted by it that has also helped telecom operators keep the service charge low, says a report.



Terming India as "world's fastest growing (telecom) market", global rating agency Moody's today said in the past 18 months, "India's net additions of 10 million (subscribers) per month have far outpaced China's monthly rate of increase, now below eight million".



About two years ago, China was having the maximum number of new subscribers on a monthly basis.



"Although emerging markets with relatively low penetration continue to have above-average rates of increase in new subscribers, those numbers tend to be slowing, except in India...," Moody's said in a statement.



The agency pointed out that Indian telecom players are using "innovative means such as outsourcing network management and sharing mobile infrastructure to keep costs low in extending services to under-served rural areas".



Moody's said, mobile operators in India frequently share base stations and partner with other firms or independent cell-tower firms in expanding coverage to under-penetrated rural areas from where much of the growth is coming.



The agency said divestment of non-core assets like selling or sharing cell phone towers as a way to control costs and optimise capital expenditure had helped Indian operators in expanding coverage.



For the telecom sector in the Asia-Pacific region, Moody's has assigned a "stable outlook" and noted that this market presents attractive investment opportunities.



The agency said the revenue growth for the region would drop sharply by year-end 2009 from the double-digit growth rates of last five years.



However, the full-year revenue growth for the industry this year will remain marginally positive.



Revenues from voice service and SMS are expected to fall but data revenue should continue to grow, Moody's said.



The outlook is based on expectations from telecom operators in the Asia-Pacific region across Singapore, Japan, Australia, Hong Kong, New Zealand, Philippines, South Korea, Thailand, Pakistan and Indonesia. It did not include any Indian operator, though NTT Docomo and Singapore Telecommunications (SingTel) which have partnerships in India were included.

[Goldwalla]

The Asian dragon has been steadily buying huge quantities of gold since the past nine months, pushing up its price. According to the latest data released by the World Gold Council on world official gold holdings, China has the sixth-largest gold holding in the world at 1040 tonnes as on September 2009. The country has been on a gold buying spree — doubling its holdings in the past six months.



The Chinese authorities are pushing their citizens hard to buy gold, probably as a protection against a possible credit bubble. The main state-owned television company is reportedly promoting gold and silver as investment.



Chinese banks are soon slated to sell gold and silver bullion bars in four different sizes to individuals, and if reports are to be believed, China’s largest bank — the ICBC — is setting up a precious metals department to handle the growing investor demand.



According to international industry watchers, high gold prices suit China. If Chinese authorities are pushing gold as an investment for its citizens, then it becomes obligatory to hold the price by propping it up.

Investors in India would obviously need to keep an eye not just on buying by China but also on the movement of the US dollar in the global currency markets. That will determine the future course of the price of gold.

[Goldwalla]

 2:45 pm:   Tata Communications Ltd has announced that it will start delivering capacity into Australia via the privately owned PIPE Pacific 1 cable system. PPC-1 is a new two-fiber-pair cable system connecting the US territory of Guam to Sydney, Australia. The cable system spans 6,900 km and can provide up to 2.56 Terabits per second of capacity to the rapidly growing Australian market. The PPC-1 cable system will be Australia's first carrier-neutral cable to ofer city-to-city capacity, overcoming the need for expensive backhaul connections into Sydney.



Despite this positive news, shares of the company were down 3.33% at Rs 475.15 on NSE. 

[Goldwalla]

[/pre]

1:38 pm: HDFC Bank Ltd has reported standalone net profit of Rs. 687.46 crore for the quarter ended September 30, 2009, up from Rs. 527.98 crore for the corresponding quarter of 2008. Interest earned was Rs. 3991.89 crore against Rs. 3991.21 crore last year. Interest expended was Rs. 2036.13 crore compared with Rs. 2124.76 crore in the same quarter previous year.

HDFC Bank net profit for the half year ended Sep 30, 2009 was Rs. 1293.57 crore Interest earned was Rs. 8084.99 crore while interest expended was Rs. 4273.65 crore.

Shares of the private sector bank were up 0.19% at Rs 1,705.50 on NSE,[/pre]

[Goldwalla]

Mahanagar hat Zukunft:

 MUMBAI: India's 3G subscriber base may shoot up to 90 million over the next three years, as companies gauge huge revenue potential in the

country's fast-growing value added services (VAS) market, an industry player said.



"India's 3G subscriber base is likely to touch 90 million by 2013. It is estimated that five to seven per cent of mobile handsets would be 3G-enabled by 2010-2011. This is a large opportunity for all participants in the 3G area," Nazara Technologies' Chief Executive Officer, Nitish Mittersain, said here.



Nazara Technologies, a mobile content provider that creates games, expects to generate revenues worth Rs 100 crore from mobile games within the first year of 3G's launch.



Applications like caller tunes, ad tunes, live TV, video-viewing, and gaming would be keyed up, he said.



"Making multimedia available will help growth of mobile advertising. The value added services (VAS) market in India accounts for 9-10 per cent of total revenue of telecom operators, with SMS alone accounting for 44 per cent of that share," Mittersain said.



"Over 400 million people in India now own mobile phones and voice is increasingly becoming a commodity. 3G is increasingly becoming synonymous with value-added applications," Mittersain said.



India will throw open the auction of airwaves for offering 3G mobile services to state-run, private and foreign operators in the current fiscal, Telecom Minister, A Raja, has said.



State-run BSNL and MTNL currently offer 3G services in select pockets of the country like Mumbai, Delhi and the National Capital Region (NCR).



India expects to generate revenues worth Rs 25,000 crore from the auction of 3G spectrum as various foreign players aim to have a share of the pie in India's fast-growing wireless market.



Mittersain said the Indian telecommunication sector has witnessed a gigantic growth in the past and that it was time to expand the reach of new technology in India's growing small towns.



"An ever-burgeoning ecosystem of network providers, device-makers, content-providers, and application-developers are making sure that there is something for everyone. As non-voice applications grow, a 3G network will permit faster access of data from and to the Internet," he added.

[Goldwalla]

Rediff-Zocker aufgepaßt!



http://www.godmode-trader.de/nachricht/REDIFFCOM-Kommt-jetzt…

[Goldwalla]

Mahanagar:

http://www.medianama.com/2009/10/223-mtnl-bsnl-stake-zain/

[Goldwalla]

Privately-owned ICICI has identified infrastructure as a key sector for its growth. The bank expects financial closure of projects amounting to Rs 150,000 crore in the next three to four months.

Expressing an optimistic view concerning infra projects at the sidelines of the seminar on micro, small and medium sized enterprises(MSMEs), the CEO and Managing director of the bank, Chanda Kochhar said "A lot of activities have come back in terms of re-starting projects. The fact that the projects are coming to financial closure indicates the sector will grow."

However, Kochhar said that the closure of core financial projects might not reflect in credit growth immediately since these were long term projects and their disbursement would take time.

The bank has approximately a million MSME customers. Kocchar said that the MSME portfolio in terms of lending was about 12,000 crore. The banks MSME loan is growing and would continue to grow, she added.

Kocchar refused to reveal the expected growth figure for the sector but said that the bank sees market share in MSME sector improving. She said that the bank was looking for specific strategies and specific products for various MSME segments.

In a recent move to mitigate losses on its credit card portfolio, ICICI announced that it would block all the credit cards in case of a default on a single one.

[Goldwalla]

ONDON, Oct 12 (Reuters) - State Bank of India (SBI.BO) plans a series of investor presentations this week on the expected issue of a five-year dollar benchmark bond, an official at one of the banks managing the roadshow said on Monday.

The bank's plans for a bond were first unveiled at the start of the month and would be the first from an Indian bank in the offshore G3 market since August 2007.

Barclays Capital, Citi, HSBC, JP Morgan and UBS are managing the roadshow set for Singapore on Oct. 14, Hong Kong on Oct. 15 and London on Oct. 19, the official said.

State Bank of India is rated BBB- by Standard & Poor's and Fitch Ratings.

(Editing by John Stonestreet)

[Goldwalla]

Stark wachsender weltweiter Einfluß Chinas:

http://www.boerse-go.de/nachricht/Chinas-zunehmende-Verflech…

[Goldwalla]

Here is a question which needs to be asked: Can the world grow without a robust US consumer? I believe the answer is yes! Growth in Asia and Europe can propel the world out of the global recession without the help of the US consumer; and I think that there is a very good chance that is what is going to happen. Chuck has compared the current state of the US to what happened in Japan after its stock and real estate markets crashed in 1990. Japan plunged into a 10 year period of stagnant growth while the rest of the global economy prospered. Many will question how the global economy can grow without the help of its largest contributor, but Japan was the second largest economy during the 90's, and the rest of the world barely skipped a beat during their malaise.

With the emergence of the consumer in both China and India, the global economy can and will continue to grow even if the US is stagnant. I read a report this morning which stated China will create over 11 million jobs this year, 2 million more than the government had earlier predicted. These new jobs will continue to increase the standard of living in China, and create 11 million 'new' consumers.

[Goldwalla]

Mahanagar = MTNL und BSNL in Kauflaune:

BSNL, MTNL eye Russia, Europe

October 23, 2009 02:44 IST

Tags: Vavasi, Bharat Sanchar Nigam Ltd, SPV, Mahangar Telephone Nigam Ltd, 

Not content with its joint bid for Kuwait-listed Zain Telecom, state-owned Bharat Sanchar Nigam Ltd and Mahangar Telephone Nigam Ltd are planning to set up a special purpose vehicle with Delhi-based Vavasi group to participate in a joint venture for Russian and western European telecom operations.



Under the deal, Vavasi is acquiring frequency spectrum and licences for Russia [ Images ] and several western European countries. The same SPV that is being formed to acquire a majority stake in Zain will be used to invest in the Russian operations.  As part of the agreement half the equity in the SPV will be controlled by the Vavasi group, and the rest will be held by the BSNL-MTNL combine.



Confirming the development, a senior Vavasi group executive said, "We are in the process of acquiring a licence for the new generation (NG)-1 technology and have applied in Russia and four other European countries."



He said talks are on with BSNL and MTNL [ Get Quote ] to get them as partners. BSNL Chairman Kuldeep Goyal, however, did not respond to a query on this issue.



NG-1 technology is an alternative to GSM and CDMA and was developed in the US universities and Vavasi claims that the network needs lower capital expenditure as well as operating expenses.



Vavasi has also applied to the Indian government to allow it to run mobile services based on this technology, but the application is pending. NG-1 operates on bands between 1785 and 1805. The Vavasi-BSNL-MTNL combine will be the first to operate on this band if they get the licence.  



As part of the memorandum of association with Vavasi Telegence Ltd, the state-owned corporations have agreed to establish the SPV with an initial paid-up capital of 20,000 Singapore dollars.



Both BSNL and MTNL have been scouting for global acquisitions and the deal with the little-known Vavasi is one of their most ambitious attempts to enter Africa and West Asia on the one hand and the pan-Russian market on the other.  Their overseas forays gain significance given that the two companies have been losing market share in India and together account for just  around 15 per cent of the mobile telephony market.

[Goldwalla]

Rediff India investiert:

Ajit Balakrishnan, Chairman and CEO, Rediff.com said “Location-awareness in applications is critical for hyper-local search and local advertising besides many evolving social networking and enterprise applications. Imere’s technology is very cost effective in delivering location awareness.”

“The investment from Rediff will not only help us achieve our goals, but also is strategically very important for the company” said Anil Mathews, founder of Imere. Imere's location technologies will enable the creation of innovative and enhanced user experiences as the market adopts the power of location, he added.

Imere uses Cell-ID, Wi-Fi, GPS, IP Addresses and proprietary algorithms in its technologies, bringing best in class location accuracy for both mobile and internet applications. Imere will be initially focusing on the emerging domestic market before going global.

http://www.businesswireindia.com/PressRelease.asp?b2mid=2047…

[Goldwalla]

Antwort auf Beitrag Nr.: 38.293.505 von Goldwalla am 30.10.09 20:31:34

Rediff.com (NSDQ: REDF) India Ltd has invested in Bangalore-headquartered location sensing technology startup Imere Technologies Pvt. Ltd, the Nasdaq-listed firm said on Friday, without disclosing the quantum of investment.



Imere is a software platform that enables mobile and Internet applications to sense the location of their users and optimize services accordingly. On mobile, Imere’s technology can sense location even on a phone without GPS. On the Internet, location sensing is done by Imere without being entirely dependent on IP addresses. Imere uses Cell-ID, Wi-Fi, GPS, IP addresses and proprietary algorithms in its technologies. Together, they enable delivery of best in class location accuracy, the company claims.



“Location-awareness in applications is critical for hyper-local search and local advertising besides many evolving social networking and enterprise applications. Imere’s technology is very cost effective in delivering location awareness,” Rediff chairman Ajit Balakrishnan said in a statement. Rediff will use Imere’s technology in its applications.

[Goldwalla]

Indische Bankaktien können zur Schwäche neigen:

MUMBAI: The profitability of Indian banks is expected to be under pressure over the next two quarters. The possibility of lower treasury gains Banks

and muted growth in net interest income (NII) is expected to curtail the growth of banking sector.



The top 10 Indian banks made more than Rs 6,000 crore collectively from treasury operations in the first half of FY10 (Apr-Mar) against only Rs 220 crore in the corresponding period of the previous fiscal. This was possible because bond yields were declining and bond prices were moving up. However, a further softening of yields is unlikely.



“RBI’s latest quarterly review of monetary policy indicates that we are at the bottom of a soft interest-rate regime. Thus, high treasury income earned in the first-half from government securities’ (G-sec) portfolio may not recur in coming quarters,” said Ravi Mehta, research analyst, Indsec Securities & Finance. The central bank restored the statutory liquidity ratio (SLR) to 25% from 24%, in a bid to reduce the liquidity in the banking system and send out a signal that a further softening of rates is ruled out.



Interestingly, banks have piled up investments in G-secs. The aggregate G-sec investment of Indian banks increased by 42% as on October 2009 from the year-ago level. If interest rates were to rise, banks would have to incur mark-to-market losses. “Public sector banks have high exposure to low-yield high-duration G-secs. They are more exposed to market risk than their private sector counterparts,” said Vaibhav Agrawal, AV-P, banking, Angel Broking. 

[Goldwalla]

Schon in den letzten Jahren gab es das Gerücht das VW den Käfer
auf den indischen Markt werfen will,
nun ist es amtlich.

Ab Dezember können wir hier das vertraute VW-Käfermotorenknattern hören und genießen:

http://business.rediff.com/report/2009/nov/09/auto-volkswage…

[Goldwalla]

Antwort auf Beitrag Nr.: 38.366.212 von Goldwalla am 11.11.09 15:50:53

Enthusiastische indische VW-Kaferfahrer:

http://economictimes.indiatimes.com/articleshowpics/5225916.…

[Goldwalla]

http://www.stock-world.de/ac_analysen/oc/1991314-ICICI_Bank_…
kaufen.html" target="_blank" rel="nofollow ugc noopener">http://www.stock-world.de/ac_analysen/oc/1991314-ICICI_Bank_…
kaufen.html

Endingen (aktiencheck.de AG) - Die Experten vom "Optionsschein Trader" raten zum Kauf des Calls (ISIN DE000CM9FTW5 / WKN CM9FTW) der Commerzbank auf die ICICI Bank-Aktie (ISIN US45104G1040 / WKN 936793).

Auf ihren Analystentreffen in Singapur sei den Experten immer wieder bewusst geworden, dass Anleger Indien übergewichten sollten. Die Konversationen diesbezüglich hätten immer wieder zu einem Titel geführt: der ICICI Bank. Das Potenzial von Indiens zweitgrößter Bank sei enorm, denn nur jeder zehnte Inder verfüge über ein eigenes Konto. Außerdem sei das Kreditinstitut von der Krise kaum betroffen.

[Goldwalla]

R. S. P. Sinha, CMD, MTNL, said, "MTNL Broadband service is the No. 1 broadband service in Mumbai and is constantly progressing in term of customer numbers and revenues. The broadband connections are being provided on demand in almost all the areas of Mumbai. We have introduced many customer friendly plans in postpaid broadband from time to time and the prepaid broadband will be another customer friendly initiative which will give flexibility to customers to control their usage. I am confident that prepaid scheme will also be as popular as existing broadband plans."

[Goldwalla]

Antwort auf Beitrag Nr.: 38.413.390 von Goldwalla am 18.11.09 18:58:34

STATE Bank of India und die ICICI-Bank gelten bei indischen
Anlageberatern als überbewertet:

You are trimming exposure in ICICI as well as State Bank of India?

ICICI and State Bank both are with respect to the valuations are little bit overvalued and apart from the worries with respect to NPAs in case of ICICI are still a overhang. So, at this time we are not able to focus on these biggies rather we will be more comfortable in the sector with PSUs which are at very low valuations - like Vijaya Bank or Dena Bank.

[Goldwalla]

Bislang hieß es immer: Schwellenländer sollte man nur beimischen. Das gilt nicht mehr, sagen zumindest die Protagonisten von Schroders und JP Morgan. Für Alan Conway), Emerging-Markets- Chef beim britischen Fondshaus Schroders, sind Schwellenländer erste Wahl: "Ich kann die Leute nicht verstehen, die etwa für die USA trommeln. Die US-Wirtschaft präsentiert sich heute so wie etwa Brasilien zu den Krisenzeiten in den 90er-Jahren." Conway sieht die Vereinigten Staaten als eine "Submerging economy". "Dort trifft man auf hohe Verschuldung, schwaches Wachstum und eine ebensolche Währung. Warum sollte man dort investieren?" Conway investiert lieber in Schwellenländern und rät dies auch Kunden. "Ich empfehle jedem einen Schwellenländer- Fonds als Investment für die Rente. In den kommenden Jahrzehnten wird man die Früchte des Wachstums ernten. Man sollte die nötige Geduld haben und die Volatilität aussitzen, die Gewinne kommen dann ganz von allein."

Ins gleiche Horn stößt Richard Titherington. Der Chef des Schwellenländerteams on JP Morgan ist wie Conway schon seit Jahrzenten in den Schwellenländern unterwegs. "Man sollte einen größeren Teil seines Portfolios in Schwellenländeraktien und -anleihen anlegen. Die meisten Anleger haben bislang nicht einmal zehn Prozent dort investiert. Das ist eindeutig zu wenig", betont Titherington.

Was die beiden Experten so optimistisch macht? Sie verweisen auf die steigende Bedeutung der Schwellenländer für die Konjunktur. "1960 betrug der Anteil der Emerging Markets am weltweiten Wachstum nur etwa 20 Prozent. Zuletzt war er auf 70 Prozent gestiegen. Und durch die Wirtschaftskrise hat er sich auf über 100 Prozent erhöht", sagt Conway. Die Schwellenländer sind für ihn somit die wichtigsten Treiber des weltweiten Wachstums.

"Die Bedeutung der USA nimmt andererseits schon seit Jahren ab. Bereits seit 2006 tragen Emerging Markets mehr zur globalen Wirtschaftsleistung bei als die USA. 2010 werden sie rund 35 Prozent beisteuern und die USA nur noch 24 Prozent", stellt Conway fest. Dieser Paradigmenwechsel düfte sich auch weiterhin in den Kursen niederschlagen: "Schon in den vergangenen 20 Jahren haben sich die Schwellenländer besser entwickelt als die Industrieländer. Es gibt keine Gründe, warum es in den kommenden 20 Jahren anders sein sollte", fügt Titherington hinzu.

[Goldwalla]

Hier ist der neue VW Käfer.

Ab 4.12.09 wird er in Indien ausgeliefert:

http://economictimes.indiatimes.com/articleshowpics/5308446.…

[Goldwalla]

Indien verliert als Anlageland etwas an öffentlichem Interesse,
im Westen kann gegenwärtig erfolgversprechender angelegt werden.

Neues von der STATE Bank:

Der indische Leitindex SENSEX brach heute nach dem langen Wochenende um 2,92 Prozent ein auf 16.289,82 Punkte. Anteile der State Bank of India stachen mit einem Minus von 5,1 Prozent hervor. Die Großbank hat im abgelaufenen Quartal nur ein Ergebnis auf Vorjahresniveau erzielen können. Am Indexende rauschten Tata Steel um 8,5 Prozent in die Tiefe. Weitere Verlierer waren unter anderem Tata Motors mit -6,8 Prozent, Wipro mit-5,8 Prozent und Hindalco mit -5,7 Prozent.

[Goldwalla]

Antwort auf Beitrag Nr.: 38.825.070 von Goldwalla am 27.01.10 18:22:44

Ich bin auch aus Ranbaxy ausgestiegen, 130 % Plus waren mir genug.


Gegenwärtig halte ich an indischen Werten nur noch Mahanager Telephone, der neue Managing Direktor scheint einiges in Bewegung zu
bringen.

Ich habe gerade einen neuen Thread eröffnet: Mahanagar verdient
Beachtung.Thread: Mahanagar Telephone verdient Beachtung

[Goldwalla]

Ja, es gibt sie,
die Armen Indiens:

http://business.rediff.com/report/2010/apr/02/it-is-a-suffer…

[Goldwalla]

Indische Währung wird zur Fluchtwährung und legt kräftig zu:

Rupee moves up, seen gaining further strength
1 Apr 2010, 0222 hrs IST,

Save Print EMail Share Comment Text:
The rupee completed a second quarterly gain, and the biggest since June, as the strengthening economy spurred foreigners to raise holdings of
Forex Converter
Convert
Rs.To
local stocks to a record high.

The currency strengthened on Wednesday for the fifth time in six days after foreign holdings of equities rose by $4.2 billion since December 31 to a record $77 billion on March 29. The Sensex had a fifth quarter of gains, the longest winning streak since 1994, taking gains in the past year to 81%.

“India’s economic prospects remain among the most promising among emerging as well as developed markets and that will continue to attract investment,” said Priyanka Chakravarty, a currency strategist at Standard Chartered in Mumbai. “Spells of choppy trading aside, the rupee will keep its strengthening bias in the coming months.”

The rupee appreciated 3.6% since December 31 to 44.92 per dollar at the close of trade on Wednesday. That’s the second-best performer among Asian currencies after Malaysia’s ringgit. The currency, which climbed 0.4% on Wednesday, touched 44.88 on Tuesday - the highest level since September 10, 2008.

Offshore contracts indicate bets the rupee will trade at 44.97 to the dollar in a month, compared with expectations of 45.14 on Tuesday.

Currency option prices signal investors are more optimistic on the rupee. One-month implied volatility, a measure of expectations for rupee price movements, averaged 7.8% on Wednesday, down from 9.8% a month ago. The gauge of expected currency swings is quoted by traders as part of option prices.

Jetzt kann Rediff India wieder abheben.

[Goldwalla]

Q 4 Abschluß mit einem 32 % geringeren Gewinn:

http://business.rediff.com/report/2010/may/14/sbi-q4-net-dow…

The country's largest lender State Bank of India [ Get Quote ] on Friday reported a 32 per cent decline in fourth quarter net profit at Rs18.67 billion (Rs 1,866.60 crore).

The bank had a net profit of Rs 27.42 billion (Rs 2,742 crore) in the same quarter in the previous fiscal, SBI said in a filing to the Bombay Stock Exchange [ Images ].

Shares of the company plunged following the result and were trading down 3.38 per cent at Rs 2,236 in the afternoon session.

[Goldwalla]

Der Blick über den Tellerrand:

http://www.handelsblatt.com/unternehmen/industrie/autozulief…

[me_2]

Hallo Indienfans, kürzlich habe ich unterwegs eine indische Geschäftsfrau getroffen, sie hat mir eine "AGFD" Bank empfohlen, Kennt die jemand (also die Bank, nicht die Frau :laugh ? Oder meinte sie vielleicht doch "HDFC" ...?

[Goldbaba]

Antwort auf Beitrag Nr.: 39.670.494 von me_2 am 11.06.10 16:25:41

Von dieser Bank habe ich noch nie gehört.

HDFC ist stimmig.

[Goldbaba]

Sensex goes live in Europe
October 04, 2010 09:21 IST
Tags: National Stock Exchange, NYSE Euronext Liffe, Chicago Mercantile Exchange, Bombay Stock Exchange, Europe
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BSEFutures options contracts of the Sensex -- India's [ Images ] popular blue-chip index, owned by the Bombay Stock Exchange [ Images ] -- will start trading in Europe from Monday. It will be country's first equity index to be traded there.

In Europe, the Sensex will be traded on the Eurex, the region's derivative leader, controlled by German operator Deutsche Börse and SIX Swiss Exchange AG.

The global liquidity network of Eurex comprises 417 direct exchange members in 25 countries. It dominates trading in indices such as the Eurostoxx 50, Dax and SMI Swiss index, as well as German and Eurozone equity options on single stocks.

Over 9.9 million derivative contracts of various indices and stocks were traded on the Eurex platform in September. Globally, it is considered one of the Big Three derivative exchanges, along with NYSE Euronext Liffe and Chicago Mercantile Exchange.

This is a major step forward for the BSE, Asia's oldest bourse, to revive its dormant equity derivatives segm-ent, where the National Stock Exchange has a monopoly, with an aver-age daily turnover of over Rs 1 lakh crore (Rs 1 trillion).

Currently, NSE's key index, the S&P CNX Nifty, is traded on the Singapore Stock Exchange in Asia and CME in the US.

In Europe, NSE has expressed its intention to launch Nifty options contracts on the London [ Images ] Stock Exchange, ranked a distant third after the Eurex and Liffe.

The Sensex may have a first-mover advantage over Nifty in Europe, said market players.

Interestingly, the Sensex will be trade from 7.50 am Central European Time for 22 hours on the Eurex, which will effectively capture the trading hours of Europe, the US and Asia.

The Eurex will offer two market-making schemes for the index: one to support liquidity during the overlap of Indian and European trading hours, and a permanent scheme in Sensex options contracts.

The contracts will be dollar denominated and settled in cash.

The lot size of Sensex F&Os on Eurex will be one, and the value will be as per the value of the index. This means one lot would be of $20,000, if the index is trading at a level of 20,000.

"We are banking on strong distribution and the successful track record of the Eurex to build deep and liquid derivative products.

"Traders across the world, who want to take positions on Indian markets, will benefit from the extended trading hours of the Sensex," said Sayee Srinivasan, BSE's head of product development.

[Goldbaba]

USA fühlen sich durch Indien und China in ihrem Überleben bedroht:

http://business.rediff.com/report/2010/oct/06/us-in-fight-fo…

[Goldbaba]

Die indische Rupee steigt stark an, die Exporteure jammertn

http://business.rediff.com/slide-show/2010/oct/06/slide-show…


Aber Rediff.com India zieht daraus einen großen Nutzen,
Rediff verdient in Indien und rechnet ab in US.

[Beilagenfresser]

Hallo Goldwalla!

Meiner Ansicht nach, herrschen aktuell bei den indischen Banken wieder Kaufkurse. ICICI und SBI sind im Kurs (Euro und Dollar) deutlich zurück gekommen. Durch einen Kursverfall der Rupie ist dies nicht zu erklären. Sind Dir Gründe bekannt? Also außer der zuvor erfolgten Rally?

Vielen Dank für Deine Einschätzung!

Gruß
Beilagenfresser

[Goldbaba]

Ich bin eher momentan fürs Abwarten, es gibt augenblicklich zu viele globale Unsicherheiten, zusätzlich aus Richtung China.

Der indische Markt neigt zu starken Übertreibungen.
Ich denke die Bankaktien dürften bald niedrigere
Kurse sehen.
Dann investiere ich auch wieder..

Selber bin ich in sicheren Werten wie Sedlmayr
und spekulativ in Rediff.com India.

Grüße aus Indien

[Goldbaba]

Antwort auf Beitrag Nr.: 40.689.431 von Goldbaba am 10.12.10 15:07:31

Heute am Freitag ist Rediff recht stark:

Rediff.com India Limited (ADR)
(Public, NASDAQ:REDF) Watch this stock
Find more results for REDF
Dow Jones 11,362.41 -0.07%
Nasdaq 2,616.32 -0.01%
Technology 0.08%
REDF 4.80 8.60%







4.80
+0.38 (8.60%)
Real-time: 10:11AM EST
NASDAQ real-time data - Disclaimer
Currency in USD

1. Range 4.46 - 4.86
2. 52 week 1.69 - 6.25
3. Open 4.53
4. Vol / Avg. 365,640.00/439,438.00
5. Mkt cap 140.31M
6. P/E -
7. Div/yield -
8. EPS -0.24
9. Shares 29.23M

[Goldbaba]

Indien machts vor, Gemeinnutz vor Eigennutz:

Wir bevorzugen daher die Bezeichnung "Gandhi-Innovationen", denn im Kern dieser Innovationsart stehen zwei von Mahatma Ghandis Leitsätzen: "Ich preise jede wissenschaftliche Erfindung, die dem Wohle aller dient", und "Die Erde bietet genug, um jedermanns Bedarf zu decken, aber nicht jedermanns Gier". Vor 60 Jahren waren erschwingliche Preise und Nachhaltigkeit Gandhis Leitsätze. Heute entdecken indische Unternehmen von Neuem, wie wichtig sie sind.

http://www.harvardbusinessmanager.de/heft/artikel/a-719981.h…

[Beilagenfresser]

Antwort auf Beitrag Nr.: 40.689.431 von Goldbaba am 10.12.10 15:07:31

Danke für Deine Antwort. Außer den "weltpolitischen" Themen, bzw. der weltweiten Vernetzung des Finanzsektors sind Dir also keine speziellen indischen Themen/aktuelle Probleme bekannt, warum der indische Finanzsektor, aber auch der gesamte Sensex, seit Anfang November ca. 8% gesunken ist? Könnte sicherlich auch mit dem imposanten Anstieg des Sensex von Mai bis November um 30% zusammenhängen - quasi eine gesunde Korrektur...oder liegt es vielleicht an der starken Rupie...oder dem erreichten Allzeithoch im Sensex? (http://www.onvista.de/index/snapshot.html?ID_NOTATION=831342…) Schließlich ist der "leicht verwandte" SHANGHAI STOCK EXCHANGE noch sehr weit weg vom Allzeithoch (http://www.onvista.de/index/charts.html?ID_NOTATION=8384719&…)...Fragen über Fragen. Je mehr ich suche, desto weniger schlau bin ich...

In der ICICI bin ich ja schon länger investiert. Aktuell überlege ich mir bei der SBI einzusteigen. Der aktuelle Kursrücksetzer liegt bei ungefähr 20%. Hierfür spricht irgendwie auch das KGV der SBI:

HDFC Bank: 34,75
ICICI: 30,64
SBI: 19,45

Wobei ich das im internationalen Vergleich auch bei der SBI trotz Wachstumsmarkt als noch sehr hoch bewertet sehe...aber im Sensex gibt es fast keine Aktie mit einem KGV deutlich unter 20!

Da wären:
Jaiprakash Associates Ltd. 12,93 <-- http://www.jalindia.com/profile.htm
Tata Steel Ltd. 10,97 <-- http://en.wikipedia.org/wiki/Tata_Steel
Wipro Ltd. 13,09 <-- http://en.wikipedia.org/wiki/Wipro?

Somit wäre die SBI zumindest im Vergleich zum allgemeinen Markt in Indien nicht maßlos überteuert. Insbesondere im Vergleich zu anderen Banken. Bei der großen, trägen, meines Wissens auch stark staatlich kontrollierten SBI ist ein starkes Wachstum allerdings auch nur recht eingeschränkt möglich und ein hohes KGV nicht wirklich gerechtfertigt - wie ist Deine Einschätzung?

Nach Deiner Rediff.com habe ich jetzt übrigens auch mal gesucht und ich musste mit Erstaunen feststellen, dass ich diese unter http://money.rediff.com/indices/bse/sensex nicht finde - verrückte Welt. Rediff.com-Homepage - aber kein Rediff.com-Infos zur Aktie...

Wenn Du mir 5 indische Aktien empfehlen solltest, die Deiner Ansicht nach Potential nach oben, aber nur eine halbwegs geringe Gefahr für deutliche Kursrücksetzer bergen, welche Unternehmen würdest Du empfehlen? Du hast da doch bestimmt einige auf Deiner Watchlist, oder? Sie sollten nach Möglichkeit natürlich in Deutschland handelbar sein.

Wie immer recht herzlichen Dank!

Beilagenfresser

[Goldbaba]

Antwort auf Beitrag Nr.: 40.693.073 von Beilagenfresser am 11.12.10 00:08:27

Hier kannst Du den Kurs der Rediff beobachten:

http://www.google.com/finance?q=NASDAQ:REDF

Ja richtig,Rediff wird an der NADAQ geführt und als ARD auch bei uns.

Die STATE Bank of India wird in Indien zur Anlage gegenwärtig auf dem
ermäßigten Kurs zum Kauf empfohlen.

Trotzdem würde ich selber derzeit eher nicht kaufen,
als seinerzeit die Lehman Broth. kollabierten und alle Banken in einer
Schieflage fielen, krachten auch in Indien die Banken, obwohl sie,
außer der ICICI-Bank, nichts mit Lehman zu tun hatten.
Aber sie wurden in diesem Sog dramatisch mit reingezogen, es gab damals
lange Warteschlangen vor der ICICI von Kunden, die in Panik ihre Konten plünderten.

Das war gut für mich und die Leser dieses Threads, ich konnte damals ICICI für 9 € kaufen,
auch SBI war so um die 20 € zu haben.

Wie Du sicherlich informiert bist, ist die Bankenkrise derzeit noch lange
nicht ausgestanden, im Gegenteil, es sieht augenblicklich überhaupt nicht
gut aus..

Die Inder kaufen derzeit sehr viel Edelmetalle und Immobilien und weniger Aktien,
das mag der Grund sein für eine gewisse Schwäche auf dem lokalen Aktienmarkt.

Wie gesagt, das alles ist für mich nicht so richtig stimmig..

Aber das mußt Du natürlich selber entscheiden.

Mit Rediff ist der Anleger an der indischen Entwicklung sehr eng beteiligt,
aber noch hat das Internet sich nicht voll durchgesetzt, aber das kann sich
dramatisch schnell verändern.
Auf das Internet wird in einer Rezession wohl nicht verzichtet werden.

Das wissen wir, oder?

Gruß aus Indien

[Goldbaba]

Antwort auf Beitrag Nr.: 40.693.646 von Goldbaba am 11.12.10 11:20:26

Deutschland und Indien wollen Handelsvolumen um 50 Prozent steigern
Autor: dpa-AFX
| 12.12.2010, 16:39 | 127 Aufrufe | 0 | twittern druckversion
BERLIN - Deutschland und Indien sind entschlossen, bis zum Jahr 2012 den Güteraustausch um mehr als 50 Prozent zu steigern. Dies sagte Bundeskanzlerin Angela Merkel bei einem Treffen in Berlin mit Indiens Regierungschef Manmohan Singh. Merkel nannte es ein ´anspruchsvolles Ziel´, den Handelsumfang von derzeit 13 Milliarden auf 20 Milliarden Euro auszudehnen.

´Indien hat eine wachsende Wirtschaft´, sagte die Kanzlerin. Deshalb könne man im Sinne einer beidseitig vorteilhaften Kooperation vieles auf den Weg bringen. Sie wolle im kommenden Jahr eine Einladung nach Indien wahrnehmen, um das 60-Jährige Bestehen der deutsch-indischen Beziehungen zu würdigen.

Der indische Premierminister nannte konkrete Beispiele der Zusammenarbeit im Bereich der zivilen Kernenergie und lobte die deutsche Leistung in den Bereichen der Produktion und Infrastruktur. Deutschland spiele eine Schlüsselrolle für die finanzielle Stabilität und den wirtschaftlichen Aufschwung in der Eurozone, sagte Singh. ´Wir unterstützen Bundeskanzlerin Merkel bei ihrer Anstrengung in dieser Ansicht.´

Beide bekräften ihr Vorhaben, sich gemeinsam für eine Reform des UN-Sicherheitsrates einzusetzen, bei der Indien und Deutschland ständige Mitglieder würden. Beide Länder ziehen im Januar als nicht- ständige Mitglieder in den Sicherheitsrat der Vereinigten Nationen ein./hn/DP/he

[Beilagenfresser]

Antwort auf Beitrag Nr.: 40.693.646 von Goldbaba am 11.12.10 11:20:26

Danke für den Link und die Infos. Ich gehe davon aus, dass sich die Weltfinanzbranche erholen wird und rechne dann insbesondere für die indischen Institute mit neuen deutlichen Allzeithochs.

Ich würde gern noch mal auf meine bisher unbeantwortete Frage zurück kommen. Vielleicht kannst und möchtest Du mir weiterhelfen.

"Wenn Du mir 5 indische Aktien empfehlen solltest, die Deiner Ansicht nach Potential nach oben, aber nur eine halbwegs geringe Gefahr für deutliche Kursrücksetzer bergen, welche Unternehmen würdest Du empfehlen? Du hast da doch bestimmt einige auf Deiner Watchlist, oder? Sie sollten nach Möglichkeit natürlich in Deutschland handelbar sein.

Wie immer recht herzlichen Dank!"

Mit anderen Worten - welche 4 Aktien würdest Du mir neben Rediff empfehlen?

Vielen Dank

Beilagenfresser

[Goldbaba]

Die STATE Bank of India ist hervorragend zur Anlage geeignet.
Noch werden kleinere State Banks übernommen.

Die ICICI Bank hatte oft mit einigen Skanalen zu kämpfen.
Deswegen nur die zweite Wahl.
HDFC ist in Indien die bliebteste Bank.

Ranbaxy hat sich bisher nicht richtig durchsetzen können,
aber ich beobachte diesen Wert genau.

Wipro wartet auf den Durchbruch.

TATA würde ich empfehlen nicht anzufassen.
Reliance und die restlichen ADRs kenne ich zuwenig.

Allerdings habe ich immer noch das starke Bauchgefühl,
das wir noch tiefere Kurse sehen dürften.
Gerade brodelt der Hindu/Moslemkonflikt wieder..

Heute stand in einer Tageszeitung, daß Indien nun weltweit
internetmäßig die 3. Stelle einnimmt.
Vielleicht verhilft das Rediff endlich zu einem Durchbruch.

Wenn links dazu auftauchen, werde ich alles hier reinstellen.

[me_2]

Antwort auf Beitrag Nr.: 40.727.345 von Beilagenfresser am 17.12.10 11:57:08

Hi, falls es dich interessiert, mein kleines Indien-Depot besteht aus State Bank of India, Dr Reddy, Tata Steel, Tata Motors, Larsen und Toubro, Rediff. Alles in D handelbar, ausreichend liquide und schön diversifiziert. Seit Frühjahr 2010 ca. +25%.
Gruß
me_2

[png]

Crompton Greaves bitte nicht vergessen ...

Gruß PNG

[me_2]

Antwort auf Beitrag Nr.: 40.733.025 von png am 18.12.10 15:55:15

Crompton Greaves, wer's n des? KGV>100 ?

[Goldbaba]

Indien ist irgendwie anders,
es gelten einfach andere Gesetze.

Ich habe bei der TATA Telefongesellschaft mein Guthaben aufgeladen,
der Eingang des Betrages wurde per SMS richtig bestätigt,
aber wer jetzt denkt,
ich konnte gleich loslegen hat sich gründlich verschätzt.

Der nicht unwesentliche Betrag verschwand von meinem Guthabenkonto,
erst eine Woche später, nach vielen Beschwerden
bis in die Konzernspitze,
tauchte der Betrag wieder auf.

Bei meinem anderem indischen Telefonprovider ARTEL
ist mir das bisher noch nicht zugestoßen.

Sachen gibts!?

[Goldbaba]

Antwort auf Beitrag Nr.: 40.734.232 von me_2 am 19.12.10 10:58:42

Die GDRs von Crompton Greaves werden in London (Währung: USD) und sogar in Frankfurt gehandelt, allerdings mit minimalen Umsätzen.

Ich weiß nicht, ob CG gegen die chinesische Konkurrenz bestehen kann,
die besonders auf dem Elektrosegment, stark auf den indischen Markt drängt.

[Goldbaba]

(Source: Arab News, Jeddah, Saudi Arabia)trackingBy Walid Mazi, Arab News, Jeddah, Saudi Arabia

Dec. 21--NEW DELH -- India's economy is estimated to grow between 8.35 percent and 9.7 percent in the 2010-11 fiscal as experts and think tanks remain divided over the level and speed of the country's recovery from the recent global financial crisis.

While one study expects that moderation in private consumption is likely to pull down India's economic expansion to 8.35 percent in the second half of this fiscal from 8.9 percent in April-September, another leading think-tank put the country's real GDP growth in the current fiscal at 9.2 percent.

Es ist allerdings vorauszusehen, daß die stark anziehenden Treibstoffpreise
für einen weiteren Inflationsschub "sorgen" werden.

[Goldbaba]

Zitat von me_2: Hi, falls es dich interessiert, mein kleines Indien-Depot besteht aus State Bank of India, Dr Reddy, Tata Steel, Tata Motors, Larsen und Toubro, Rediff. Alles in D handelbar, ausreichend liquide und schön diversifiziert. Seit Frühjahr 2010 ca. +25%.
Gruß
me_2

Gratuliere zum Erfolg der Rediffaktie.

Esperten sind weiter stark optimistisch:

via COMTEX News Network)--

SmarTrend identified an Uptrend for Rediff.Com (NASDAQ: REDF) on December 02, 2010 at $4.33. In approximately 3 weeks, Rediff.Com has returned 21.4% as of today's recent price of $5.25.

In the past 52 weeks, shares of Rediff.Com have traded between a low of $1.70 and a high of $6.25 and are now at $5.25, which is 209% above that low price.

Rediff.Com is currently above its 50-day moving average of $3.88 and above its 200-day moving average of $2.95. Look for these moving averages to climb to confirm the company's upward momentum.

In the last five trading sessions, the 50-day MA has fallen 1.82% while the 200-day MA has risen 1.4%.

SmarTrend will continue to scan these moving averages and a number of other proprietary indicators for any shifts in the trajectory of Rediff.Com shares.

Write to Chip Brian at [e-mail]

[Goldbaba]

Antwort auf Beitrag Nr.: 40.758.624 von Goldbaba am 23.12.10 20:33:05

REDIFF.COM springt an - Schnelle 50% jetzt?
22.12.2010 - 17:42

Rediff.com India Ltd - Kürzel: REDF - ISIN: US7574791007

Börse: Nasdaq in USD / Kursstand: 4,20 $

Die Rediff.com Aktie korrigierte die massive Rally von Ende September bis Ende November - dann folgte der nächste Kurssprung. Oberhalb des EMA50 (blau) stabilisierte sich der Wert in den vergangenen Tagen, heute springt er wieder an. Ein neuer Rallyschub kann damit starten. Geht es wieder über 5,00 $, sollten Kursgewinne bis 6,25 und mittelfristig ca. 10,00 - 11,00 $ folgen.

von godemode

[Goldbaba]

Antwort auf Beitrag Nr.: 40.768.992 von Goldbaba am 28.12.10 16:28:24

5.54
+0.73 (15.18%)
Real-time: 12:00PM EST
NASDAQ real-time data - Disclaimer
Currency in USD

[Goldbaba]

http://www.independent.co.uk/environment/climate-change/indi…

[Goldbaba]

Etwas bessere Aussichten für ICICI-Bank Aktionäre:

The second half of the financial year will be an important milestone for ICICI Bank [ Get Quote ]. After two years of painful contraction, growth has started taking place.

After six-seven quarters of shrinking the retail loan book, the third quarter is likely to see what MD & CEO Chanda Kochhar [ Images ] calls "meaningful growth". Credit card and personal loan portfolios would no longer be reduced. However, as they have reached an optimum level, they would not be expanded either.

Now, the bank's mantra was "profitable and sustainable" growth, Kochhar said.

After a gap of two years, the bank would see the size of its balance sheet increase this financial year - albeit by a modest 15-18 per cent. Next year, the run rate would be 25 per cent, the CEO of the country's largest private sector bank said in an exclusive interview to Business Standard.

http://www.rediff.com/business/report/chanda-kochhar-on-icic…

[Goldbaba]

SBI gibt US-Druck nach:

Afraid of US sanctions, State Bank declines payment facilitation for oil imports from Iran.


India's crude oil imports from Iran are stuck after the State Bank of India refused to facilitate payments for the imports due to the Reserve Bank's move to abolish a regional payment mechanism.

Sources said SBI is wary that it might be hit by the United States' sanctions for facilitating payments for Iranian imports.

[Goldbaba]

Antwort auf Beitrag Nr.: 40.826.176 von Goldbaba am 08.01.11 18:16:19

Die indische Böse hat sich noch nicht freigeschwommen:

Heute

Nach schwachen internationalen Vorgaben geben die Börsen in Indien zum Start in die neue Handelswoche deutlich nach. So verliert der SENSEX (ISIN XC0009698199/ WKN 969819) derzeit 2,38 Prozent auf 19.224,12 Punkte. Infosys legen an der Spitze als einer von lediglich zwei Gewinnern um 0,9 Prozent zu, während am Indexende die Aktie der HDFC Bank um 5 Prozent nachgibt.

[me_2]

Antwort auf Beitrag Nr.: 40.832.613 von Goldbaba am 10.01.11 14:48:44

Hat die momentate Schwäche vielleicht auch mit der ungewöhnlichen Kälte in (Nord) Indien zu tun??

[Goldbaba]

Zitat von me_2: Hat die momentate Schwäche vielleicht auch mit der ungewöhnlichen Kälte in (Nord) Indien zu tun??

Es ist eher die globale Unsicherheit, auch die Börse in China war schwach.

Allerdings gibt es trotz negativen Vorzeichen eine erfreuliche Ausnahme:

6.24
+0.67 (11.95%)
Real-time: 10:58AM EST
NASDAQ real-time data - Disclaimer
Currency in USD

1. Range 5.46 - 6.14
2. 52 week 1.69 - 6.25
3. Open 5.68
4. Vol / Avg. 71,020.00/745,359.00
5. Mkt cap 179.37M
6. P/E -
7. Div/yield -
8. EPS -0.24
9. Shares 29.23M

[Goldbaba]

Es handelt sich um die Rediff.com India

[me_2]

Antwort auf Beitrag Nr.: 40.834.079 von Goldbaba am 10.01.11 17:42:39

Das hatte ich mir schon gedacht. Aber wo will sie hin ...?

[Goldbaba]

Also der Mittelkurs war für Jahre bei 12 €,
da gabs aber auch Kurse über 25 €.

Gerade scheint ein Aufkäufer dabei zu sein,
ich tippe auf Google.

Sollte sich das bestätigen, heißt es anschnallen zum
Start.

Die Rediff ist derzeit ein guter Hebel um später bei der SBI
einzusteigen.
Aber auch die Sedlmayr-Aktie sticht mir immer wieder ins Auge..

[Goldbaba]

Um Deine Frage zu beantworten,bei 10 € werde ich nochmal nachdenken.
Bis dahin heißt es cool zu bleiben.

[Goldbaba]

Bin gespannt ob wir heute noch die 5 € sehen,
bei einem $ Kurs von 6,48 ist es soweit.

[DIE_GERECHTIGKEIT]

Antwort auf Beitrag Nr.: 40.834.304 von Goldbaba am 10.01.11 18:16:34

Moin!

Geht es hier um eine überbewertete indische Internet-Klitsche oder die State Bank of India?

Gruß
Julia

[Goldbaba]

Antwort auf Beitrag Nr.: 40.858.178 von DIE_GERECHTIGKEIT am 13.01.11 19:56:36

Es geht immer um die SBI, die Perle Indiens.

Aber gegenwärtig ist halt Rediff ganz oben auf der Welle,
die Gewinnmitnahmen,werden dann in SBI angelegt.


Aber die SBI kann noch weiter abbröseln
und die Rediff noch gut zulegen,
so what to do?

Außerdem ist Rediff dramatisch unterbewertet,
laß das mal in Dich einsinken,
auch wenn zwischendrin immer wieder Gewinne eingestrichen werden.

[Goldbaba]

Antwort auf Beitrag Nr.: 40.860.764 von Goldbaba am 14.01.11 10:05:47

8.20
+0.93 (12.75%

Rediff legt heute wieder gut zu.

In € über 6.--

[Goldbaba]

Wegen der starken Preissteigerungen in Indien,
droht eine massive Zinserhöhung:



Sensex closes below 19,000; rate sensitives decline
BSE
MUMBAI: The BSE benchmark Sensex today dipped below the crucial 19,000 level for the first time in four months on heavy sell-off by funds on concerns that inflation will erode profit growth and prompt RBI to raise interest rates this month.

The Bombay Stock Exchange benchmark Sensex tumbled by 322.38 points to 18,860.44, a level last seen on September 9, 2010.

The gauge touched the day's high of 19,447.82 in volatile trade.

Similarly, the broad-based National Stock Exchange index Nifty plunged 97.35 points at 5,654.55 as rate-sensitive realty, banking and auto stocks suffered losses on concerns that the increasing inflation would force the central bank to hike interest rate.


Inflation shot up to 8.43 per cent in December, from 7.48 per cent in the previous month, as prices of certain food and non-food items continued to show an upward trend.

With inflation showing no signs of moderation, it is widely expected that RBI will raise the key policy rates during its quarterly monetary policy review on January 25.

[Goldbaba]

Antwort auf Beitrag Nr.: 40.864.949 von Goldbaba am 14.01.11 17:57:34

REDIFF.com India:

8.27
+1.00 (13.70%)


US

[Beilagenfresser]

Antwort auf Beitrag Nr.: 40.864.949 von Goldbaba am 14.01.11 17:57:34

Inflation läßt normale Sachwerte im Wert steigen - also auch Aktien.
Steigende Zinsen sind gut für Banken - also auch für die SBI.
Das Wirtschaftswachstum in Indien ist hoch - sollte also auch der SBI helfen.
Die SBI hatte ihr 52-Wochenhoch im November bei 3515 Rupien, jetzt ist die SBI bei 2502. Ein neues 52-Wochenhoch brächte also ein Kursplus von 40%.
Bleiben zwei Fragen. Was hat die SBI im November dermaßen im Kurs ansteigen lassen und warum ist das jetzt nicht mehr so?

Ich versuche mir die Antwort mal selber zu geben:

http://www.wallstreet-online.de/nachricht/3083076-boerse-ind…

Lebensmittelpreise steigen aufgrund der "suboptimalen" oder eher katastrophalen klimatischen Bedingungen in den letzten Jahren, diese treiben die Inflation, die Zinsen steigen, die Wirtschaft wird abgewürgt. Wie schätzt ihr die weitere Erwarung ein? Ich halte die SBI mehr und mehr für eine interessante Anlage. Der Kursrücksetzer ist nicht unerheblich, das KGV für 2012(e) bei Onvista sieht auch schon wieder ganz interessant aus.

So gern ich in Rediff investieren würde - erstmal stehen andere Titel bei mir auf dem Kurszettel, die auch aufgrund der zu erwartenden höheren Sicherheit (Währungsschwankungen etc.) oder vor allem für mich kalkulierbareren Risiken erstmal gekauft werden wollen:

e.on
RWE
Gesco
Salzgitter
State Bank of India - weshalb ich mich hier tummel
Allianz

Mal sehn, ob sich meine Prioritäten noch ein wenig verschieben. Ich lese hier aufmerksam mit und hätte somit schon problemlos über 100% an Rediff.com verdienen können. Aber das Unternehmen ist für mich momentan noch zu wenig zugänglich...mit der SBI kann ich schon eher was anfangen. Außerdem hat Rediff wohl schon einen erheblichen Teil der Unterbewertung aufgeholt. Chance vertan, leider. Trotz der wiederholten Empfehlungen von Goldbaba. Dafür ein Dank an Goldbaba!

http://news.onvista.de/unternehmensberichte/artikel/07.01.20…

Gruß
Beilagenfresser

[Goldbaba]

Ein enorm wichtiger Aspekt:

Die Inder zocken,bedeutet schnell rein, schnell raus
und das sehr oft mit hohen Bankdarlehen.

Die Zinsbelastungen liegen dafür derzeit bei über 10 %.

Die Folgen davon kannst Du Dir ja selber vergegenwärtigen.

Bei einem Einbruch, muß unverhältnismäßig schnell verkauft werden,
dagegen braucht eine erneute Investition eine längere Zeitspanne.

Es kann also derzeit mit einem Kursrutsch gerechnet werden.

Der gestiegene Ölpreis wird wohl weitergegeben werden
und zu einem Inflationsschub beitragen.

Die Preiserhöhungen nicht nur im Lebensmittelsegment, aufgrund des schwachen Monsuns 2009,
wurden nicht zurückgenommen,
obwohl die Regenzeit 2010 alle positiven Erwartungen erfüllt hat.

Die Neujahrsfestifitäten hier in Indien waren eher verhalten,
der frühere Optimismus scheint eher etwas gedämpft zu sein.

Die überzogenen Erwartungen an eine schnelle wirtschaftliche
Erholung und schnellen Reichtum,
scheinen sich erstmal nicht zu erfüllen.

Es kann also erstmal mit weiteren Kursrückgängen gerechnet werden.

Aber auf lange Sicht bin ich natürlich optimistisch.



Gruß aus Indien

[Goldbaba]

Mit Hilfe von Yoga zum finanziellen Erfolg:

http://economictimes.indiatimes.com/personal-finance/savings…

[Goldbaba]

Treibstoff der Blasenökonomie ist das billige Geld. Zentralbanken haben in der Not die Notenpressen angeworfen, seitdem schwappt eine Geldwelle rund um den Globus. Sie hat bereits eine Rohstoffblase aufgefüllt und die Emerging Markets erreicht: Vor allem in Asien werden aufstrebende Volkswirtschaften mit so viel Anlegergeld überflutet, dass Preise für Firmen, Rohstoffe und Häuser in die Höhe schnellen. In der Blasenökonomie ist eine Blase kein Warnsignal mehr, sondern ein vertrauter Wegbegleiter am Kapitalmarkt: Man meidet sie nicht mehr, sondern sieht zu, dass man schon in der frühen Phase dabei ist und dann möglichst rechtzeitig den Absprung findet...

http://www.manager-magazin.de/finanzen/boerse/0,2828,739835-…

Dieser Trend Richtung Emerging Market könnte die Rediff noch weiter beflügeln.

Heute wird in den USA nicht gehandelt.

[Goldbaba]

Antwort auf Beitrag Nr.: 40.875.277 von Goldbaba am 17.01.11 17:27:13

Es kann bei Rediff auch mal Gewinnmitnahmen geben:


PULLBACK AFTER YESTERDAY'S RALLY OF 11.69% (REDF)
Print Share
Jan 17, 2011 (SmarTrend(R) News Watch via COMTEX) -- Rediff.Com (NASDAQ:REDF) traded in a range yesterday that spanned from a low of $7.10 to a high of $8.39. Yesterday, the shares gained 11.69%, which took the trading range above the 3-day high of $7.54 on volume of 2.7 million shares. Often times after large one-day gains, short term traders will seek to take profits and, as such, investors should be cautious.

Shares of Rediff.Com are currently trading above their 50-day moving average (MA) of $4.30 and above their 200-day MA of $3.20. Look for the MA to provide support for a short-term pullback in the shares.

SmarTrend currently has shares of Rediff.Com in an Uptrend and issued the Uptrend alert on December 02, 2010 at $4.33. The stock has risen 68.1% since the Uptrend alert was issued.

SmarTrend expects the share price to pullback toward the $7.54 support level. Afterwards, we expect it to move upward with its peers in the SmarTrend Internet Software & Services industry.

Write to Chip Brian at [e-mail]

[Goldbaba]

Antwort auf Beitrag Nr.: 40.867.916 von Beilagenfresser am 15.01.11 12:47:25

So gern ich in Rediff investieren würde - erstmal stehen andere Titel bei mir auf dem Kurszettel, die auch aufgrund der zu erwartenden höheren Sicherheit (Währungsschwankungen etc.) oder vor allem für mich kalkulierbareren Risiken erstmal gekauft werden wollen:

e.on
RWE
Gesco
Salzgitter
State Bank of India - weshalb ich mich hier tummel
Allianz

Mal sehn, ob sich meine Prioritäten noch ein wenig verschieben. Ich lese hier aufmerksam mit und hätte somit schon problemlos über 100% an Rediff.com verdienen können. Aber das Unternehmen ist für mich momentan noch zu wenig zugänglich...mit der SBI kann ich schon eher was anfangen. Außerdem hat Rediff wohl schon einen erheblichen Teil der Unterbewertung aufgeholt. Chance vertan, leider. Trotz der wiederholten Empfehlungen von Goldbaba. Dafür ein Dank an Goldbaba!

http://news.onvista.de/unternehmensberichte/artikel/07.01.20…

Gruß
Beilagenfresser[/quote]

Wegen der erwähnten höheren Sicherheit kommt auch Sedlmayr in Betracht,
nach dem Gratisaktienabschlag spricht nichts dagegen, daß der Kurs wieder
in Richtung 2000 € gehen kann, auch im Hinblick auf die erfolgreiche Übernahme
von der Dinkelacker.

Also schnelle 700 € pro Aktie?

[Goldbaba]

9.50
+1.38 (16.99%)

PS. Rediff

[Goldbaba]

http://www.rediff.com/business/slide-show/slide-show-1-why-i…

[Goldbaba]

Wie erwartet stiegen in Indien die Treibstoffpreise um ca. 5 %.

Diese Preiserhöhung wurde natürlich unverzüglich und wie erwartet, stark übertrieben weitergegeben.

Die Folge davon, eine eskalierende Inflation und Verunsicherung in der Bevölkerung.
Auch brachen indische Aktienkurse stark ein:

by Todd Shriber | January 21st | Filed in: International Stock and ADR News
Tickerspy’s India ADRs Index



Indian stocks continue to show weakness as investors react to a glum earnings report from a marquee U.S.-listed Indian firm and continue to fret about the inflation situation in the second-fastest growing major economy in the world. The India Stocks and ADRs Index is down 1.3% today and is now in negative territory over the past month.

Wipro (WIT) is plunging 6% after India’s third-largest software services provider reported revenue results that missed analysts’ estimates. Rival Infosys Technologies (INFY) committed the same offense last week and that stock is down half a percent today.

Inflation concerns have punished Indian equities in 2011 and while some relief in food prices has started to creep into the market, most analysts are expecting the Reserve Bank of India, the country’s central bank, to raise interest rates by 0.25% at its meeting next Tuesday. Some economists said a 0.50% hike also can’t be ruled out, according to the Wall Street Journal. The RBI raised rates multiple times in 2010.

Other noteworthy Index performers today include Dr. Reddy Labs (RDY) and Tata Communications (TCL), both of which are down 2%. Rediff.com India (REDF) is the standout with a 3% surge while WNS holdings (WNS) is up 2%.

[Goldbaba]

Antwort auf Beitrag Nr.: 40.910.380 von Goldbaba am 23.01.11 19:34:12

Der Zinssatz wurden wegen der inflationären Tendenz erhöht.

http://www.rediff.com/business/slide-show/slide-show-1-rbi-h…

[Goldbaba]

Antwort auf Beitrag Nr.: 40.922.646 von Goldbaba am 25.01.11 18:35:14

http://www.boerse.de/nachrichten/agenturmeldungen/asien/EMFI…

[Goldbaba]

3:30 pm: Indian markets ended in deep red as profit booking by foreign institutional investors, inflation worries along with weak European markets spooked sentiments. The worst hit were stocks from interest rate sensitive sectors like realty and auto on concerns that rising interest rates would hit sales adversely.

[Goldbaba]

Antwort auf Beitrag Nr.: 40.945.493 von Goldbaba am 28.01.11 17:57:58

http://www.handelsblatt.com/unternehmen/industrie/boomlaende…

[Goldbaba]

Inder sind besorgt über die galoppierende Inflation im Lande:

Providing no respite to the common man, food inflation rose to 17.05 per cent for the week ended January 22, as Finance minister Pranab Mukherjee expressed "grave concern" and assured steps to moderate it.

Driven by higher prices of vegetable, fruits and eggs, food inflation increased for the second week in a row, soaring by 1.48 percentage points from 15.57 per cent in the previous week.

"Price rise always, particularly, the commodity price and food items are matter of grave concern" Mukherjee told reporters when asked to comment on the rising inflation.

[Goldbaba]

Global financial majors, who until recently viewed India [ Images ] as a safe investment decision, are having second thoughts.

UBS, in its latest India Market Strategy report, said domestic markets could fall further in the range of 10-15 per cent, and that the benchmark BSE Sensex could find support only at 15,000 points.

This comes close on the heels of Bank of America Merrill Lynch predicting a flat year ahead for the Indian equity market on account of selling by foreign investors.

According to data available with markets regulator Sebi, foreign institutional investors have net sold Indian equities worth over Rs 6,330 crore in January. This is the first time since May 2010 that FIIs have ended a month on a negative note.

"We believe if we see $4-5 billion of FII selling, then Indian markets can correct another 15 per cent," said UBS in a strategy report released on Monday.

believe that while higher inflation may be partly priced, we are yet to see significant selling by FIIs yet," said UBS. "We believe that earnings estimates for the Sensex and Nifty could be revised down in the coming months.
Assuming some downward revision of around 5% (implying 12.5% FY12 earnings growth) and applying a 12.5x P/E multiple we feel that Sensex and Nifty should find support at 15,000 and 4,500, respectively," it explained.

This hardly comes as good news for investors, waiting for a rebound by domestic markets that have been in freefall over the past five sessions. Tuesday was no different, with the 30-share Sensex falling below the psychological 18,000-mark during intra-day trades, before ending the day at 18,022.22, down 305.54 points, or 1.67 per cent. In the last five consecutive sessions, the Sensex has shed 1,129 points (see graph).

The broader S&P CNX Nifty of the National Stock Exchange lost 88.70 points to settle at 5,417.20 points.

Foreign majors say that while the Indian market has been losing ground on concerns related to inflation and high crude oil prices, the scenario could get worse with FIIs exiting in larger numbers. In the last one month, the total market capitalisation lost is pegged at Rs 8,65,584 crore (Rs 8655.84 billion).

UBS is not alone is predicting a bearish outlook for the Indian market that saw a record FII inflow of nearly $30 billion in calendar 2010. BofA Merrill Lynch, on Monday had said there is a possibility of further de-rating of the Indian equity market.

"My guess is that the Sensex will go below the long-term P/E in the next three to four months," said Jyotivardhan Jaipuria, head of India research at BofA Merrill Lynch. "We got record FII inflows of $29 billion last year and some of that may start to reverse," he added.

"We believe that the markets may continue to remain weak in coming few months as FIIs could emerge bigger net sellers in the coming weeks leading up to the Indian Budget (to be presented on Feb 28)," UBS summed up.

[Goldbaba]

Auch in Indien wachen die Massen langsam aber stetig auf:

Indien: Massenproteste gegen Korruption
Neu-Delhi. Am Jahrestag der Ermordung des indischen Freiheitskämpfers Mahatma Gandhi haben in Indien Zehntausende gegen Korruption und die Staatsführung protestiert. Mindestens 5000 Menschen marschierten am Sonntag durch die Straßen im Zentrum der Hauptstadt Neu-Delhi, um ihrem Ärger über Skandale Luft zu machen, in die jüngst die Regierung von Ministerpräsident Manmohan Singh verwickelt war. Auch in Mumbai, Bangalore und Dutzenden weiteren Städten kam es zu Massenprotesten.

In den vergangenen Monaten hatten ein Telekommunikationsskandal, der Milliarden von Dollar kostete, die Regierung erschüttert. Korruptionsvorwürfe im Zusammenhang mit den Commonwealth-Spielen im vergangenen Oktober...

http://www.jungewelt.de/2011/01-31/070.php

[Goldbaba]

Japans Branchenvierter fürchtet vor allem Unwägbarkeiten in Indien, wo das Unternehmen mit der Tochter Maruti Suzuki India Marktführer ist. Der abebbende Auto-Boom auf dem Subkontinent,..

http://www.handelsblatt.com/unternehmen/industrie/vw-partner…

[Goldbaba]

Antwort auf Beitrag Nr.: 40.993.537 von Goldbaba am 07.02.11 11:41:18

Die Börse hat einen Tag später reagiert:


Die Börse in Indien präsentiert sich heute in schwacher Form. So verschlechtert sich der SENSEX (ISIN XC0009698199/ WKN 969819) momentan um 1,45 Prozent auf 17.775,70 Zähler und ist damit deutlich unter die Marke von 18.000 Punkten gerutscht. Nach anfänglichen leichten Zugewinnen drehte der Index schnell in die Verlustzone und baute das Minus im Handelsverlauf weiter aus. An der Spitze der relativ kurzen Gewinnerliste findet sich derzeit die Aktie des Energieversorgers Tata Power mit einem Aufschlag von 2,2 Prozent wieder. Auf Platz zwei fährt der Anteilsschein von Bajaj Auto mit einem Zugewinn von 1,4 Prozent vor. Ansonsten stehen Automobilwerte allerdings unter Abgabedruck. So verlieren Mahindra & Mahindra derzeit am Indexende 6,2 Prozent an Wert. Tata Motors und Maruti Suzuki geben indes um 3,3 bzw. 1,3 Prozent nach. Die Aktie des Motorradherstellers Hero Honda fährt mit einem Verlust von 4,3 Prozent ebenfalls hinterher. Auf dem Verkaufszettel der Investoren stehen zudem Banktitel. So verzeichnen HDFC Bank, State Bank of India und ICICI Bank Abschläge zwischen 1 und 3 Prozent.

[Goldbaba]

http://www.rediff.com/business/slide-show/slide-show-1-budge…

[Goldbaba]

Antwort auf Beitrag Nr.: 41.004.913 von Goldbaba am 08.02.11 19:37:51

Meine Absicht die Rediff in STATE Bank of India und Sedlmayr einzutauschen,
habe ich erstmal aufgeschoben.

Der Grund dafür:

http://www.godmode-trader.de/nachricht/REDIFFCOM-springt-an-…

[Goldbaba]

Die USA sind unzufrieden mit dem Tempo der indischen "Liberalisierung" :

Prev Next

"Right now American companies can only own up to 26 per cent of the value of an insurance company within India. Even though we've been working to increase that number to 49 per cent," Crowley said.

"What is the status of that issue and what more can be done to ensure that our service companies can export their services to India on a more level playing field?" he said.

http://www.rediff.com/business/slide-show/slide-show-1-india…

[Goldbaba]

http://www.rediff.com/business/slide-show/slide-show-1-sense…

..The Indian markets are now seemingly on the verge of panic and capitulation. The markets are falling everyday, mostly on limited volume, with the mid- and small-caps getting hit particularly hard.

Markets are now down over 15 per cent in dollars, being the worst performer among the larger EM universe.

We are now approaching the levels of January 2010, effectively implying that the majority of the gains the markets delivered in 2010 have evaporated...

..Policy inertia forever cannot be the base case assumption. India is also getting hurt by rising commodity prices, again more a cyclical issue and not something which will be permanent.

Can the market come down a lot more? Yes, obviously it can if we have further political uncertainty, and mid-term polls.

Alternatively, if there is any shock to global risk appetite, triggering a massive outflow of equity capital, equity indices can fall sharply.

Markets can also easily overshoot, and become much cheaper than you would expect (for a short period of time). RBI could also overshoot in its desire to be seen as being tough on inflation.

Click NEXT to read further. . .



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Sensex plummeting? No reason to panic
Last updated on: February 11, 2011 12:00 IST
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Policy inertia forever cannot be the base case assumption. India is also getting hurt by rising commodity prices, again more a cyclical issue and not something which will be permanent.

Can the market come down a lot more? Yes, obviously it can if we have further political uncertainty, and mid-term polls.

Alternatively, if there is any shock to global risk appetite, triggering a massive outflow of equity capital, equity indices can fall sharply.

Markets can also easily overshoot, and become much cheaper than you would expect (for a short period of time). RBI could also overshoot in its desire to be seen as being tough on inflation.

[Goldbaba]

Antwort auf Beitrag Nr.: 41.027.698 von Goldbaba am 11.02.11 20:19:30

The booming Indian economy might be slowing down. And fast.

India's Index of Industrial Production -- which measures industrial growth -- plunged to a dismal 1.6 per cent in December 2010 from 18 per cent in the same period a year ago due to the poor performance of the manufacturing sector.

In November, 2010, the Index of Industrial Production had expanded by a meagre 2.7 per cent.

Industrial growth during April-December this fiscal stood at 8.6 per cent, unchanged in comparison to the corresponding period of the previous year, official data released on Friday showed.

In December 2010, manufacturing growth plummeted to 1 per cent from 19.6 per cent a year ago.

[Goldbaba]

Antwort auf Beitrag Nr.: 41.027.698 von Goldbaba am 11.02.11 20:19:30

The booming Indian economy might be slowing down. And fast.

India's Index of Industrial Production -- which measures industrial growth -- plunged to a dismal 1.6 per cent in December 2010 from 18 per cent in the same period a year ago due to the poor performance of the manufacturing sector.

In November, 2010, the Index of Industrial Production had expanded by a meagre 2.7 per cent.

Industrial growth during April-December this fiscal stood at 8.6 per cent, unchanged in comparison to the corresponding period of the previous year, official data released on Friday showed.

In December 2010, manufacturing growth plummeted to 1 per cent from 19.6 per cent a year ago.


http://www.rediff.com/business/slide-show/slide-show-1-budge…

[Goldbaba]

Antwort auf Beitrag Nr.: 41.027.730 von Goldbaba am 11.02.11 20:25:35

Ein neuer Inflationsschub, wegen höherer Treibstoffpreise könnten dem indischen
Markt stark zusetzen:

Mumbai 22.02.11 (www.emfis.com ) An der indischen Börse ging es heute gemeinsam mit dem Gros der globalen Aktienmärkte abwärts. Die Spannungen im Nahen Osten halten weiterhin an, was auch den Ölpreis nach oben bringt. Das (DASX.PK - Nachrichten) hohe Preisniveau bei Öl könnte zunehmend die globale Konjunktur belasten.

Der Sensex Index verlor heute 0,8 Prozent auf 18.296,2 Punkte, der breitere Nifty Index verlor 0,9 Prozent auf 5.469,2 Zähler.

Am Sensex Index kletterten die Aktien der Reliance Industries um 3,0 Prozent, womit die Korrektur des Index etwas abgemildert wurde. In der Folge notierten auch Reliance Communications und Reliance Infrastructure fester.

Deutlich schwächer schlossen Hero Honda Motors, die 3,4 Prozent verloren. Bajaj Auto (BAJAJAUT.BO - Nachrichten) verloren 0,6 Prozent und Tata Motors (TATAMOTORS.BO - Nachrichten) korrigierten um 2,1 Prozent.

Papiere des Maschinenbauers Larsen&Tuobro rutschten um 2,6 Prozent nach unten.

HDFC Bank verloren 2,6 Prozent, State Bank of India (SBI.BO - Nachrichten) büßten 2,3 Prozent ein und ICICI Bank gaben 1,0 Prozent ab.

www.emfis.com

[Goldbaba]

Antwort auf Beitrag Nr.: 41.085.959 von Goldbaba am 22.02.11 17:51:00

http://www.manager-magazin.de/politik/weltwirtschaft/0,2828,…

Der hohe Ölpreis macht stark wachsenden Schwellenländern wie China und Indien schwer zu schaffen....

[Goldbaba]

Auch hier in Indien gings erstmal runter,
aber der Markt hat sich wieder gefangen.

Seltsam auch in Indien beteuern Politiker,
ohne rot zu werden,

"unsere Atomanlagen sind sicher"..

Haben eigentlich japanische Politiker die drei hochgegangenen
Anlagen jemals als unsicher eingestuft?

[Goldbaba]

Antwort auf Beitrag Nr.: 41.197.185 von Goldbaba am 14.03.11 11:01:52

Anleger ziehen sich aus Schwellenländer wieder zurück und kaufen inflationssichere
Substanzwerte:

http://www.manager-magazin.de/finanzen/artikel/0,2828,744932…

[Goldbaba]

Antwort auf Beitrag Nr.: 41.226.578 von Goldbaba am 17.03.11 19:29:28

http://www.rediff.com/business/report/investors-pull-out-usd…

Eine Anlage in Aktien der Schwellenländer wie Indien ist etwas aus dem Blickfeld
geraten.

Allerdings gibt es auch weiterhin lohnende Investitionen.

Die Rediff India hat ihren Kurs innerhalb weniger Monate verdreifachen können,
ein Ende der Kurssteigerung ist noch nicht absehbar.

Aber auch Mahanagar scheint wieder Freunde zu gewinnen.

Augenblicklich wird sie um nur € 1,60 gehandelt...

[Goldbaba]

Govt seriously mulls BSNL, MTNL merger
Mansi Taneja / New Delhi April 15, 2011, 0:45 IST

Aiming to optimise resources and give customers a nationwide footprint, the Union government is considering the merger of state-run telecom public sector undertakings (PSUs), Bharat Sanchar Nigam Limited (BSNL) and Mahanagar Telephone Nigam Limited (MTNL).

“The merger of BSNL and MTNL makes sense. Today, telecom operators need to be present across India for better coverage and services. At this stage, we have not taken any decision but there are valid arguments in the favour of merger and we are considering it,” Telecom Secretary R Chandrasekhar told Business Standard.

Click here to visit SME Buzz


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It doesn’t make sense for an operator to confine only to one part of the country or city, he said, adding currently MTNL cannot operate outside metros and BSNL cannot operate in metros.“We have received the report and we will take some time to consider that,” he said. A decision on the merger will take some time as there are procedural problems with MTNL being a listed entity and BSNL non-listed.

The Board for Reconstruction of Public Sector Enterprises had recently recommended that MTNL and telecom equipment manufacturer ITI should be merged with BSNL.

The Centre holds 56.25 per cent in MTNL and is listed in New York Stock Exchange (NYSE) and India, while BSNL is 100 per cent owned by government.

Department of Telecom had mooted the proposal of the merger of both the PSUs in its strategic plan. The merger plan was given a quiet burial under former telecom minister A Raja for the last three years. Also, due to different organisational structure and MTNL being a listed company, the talks were abandoned. There was a proposal to list BSNL, but following an opposition from employees, the plan was shelved.

Both companies also received third generation (3G) spectrum, ahead of auction for private players but could not take advantage of it. BSNL had posted a loss of about Rs 3,000 crore last year. MTNL’s revenues have also been declining steadily. Due to stiff competition from private operators and low tariffs, both companies have lost substantial amount of their market share and seen a dip in their revenues.

[Goldbaba]

Antwort auf Beitrag Nr.: 41.398.437 von Goldbaba am 20.04.11 22:29:25

Wie Inder ihre Banken beurteilen:

http://www.rediff.com/business/slide-show/slide-show-1-speci…

[Goldbaba]

http://www.smartinvestor.in/market/story-71440-storydet-MTNL…

[Goldbaba]

Ein deutliches Signal:


Nach einer unerwartet deutlich ausgefallenen Leitzinserhöhung gehen die Märkte in Indien heute in die Knie. Der Leitindex SENSEX (ISIN XC0009698199/ WKN 969819) gibt derzeit um 2,44 Prozent nach und notiert bei 18.534,69 Stellen. Der Geldpolitische Rat der indischen Notenbank hat über das weitere Leitzinsniveau beraten und beschlossen, die Leitzinsen um 50 Basispunkte anzuheben. Somit klettert der Leitzinssatz auf 7,25 Prozent. Der Zinssatz, zu dem sich die Notenbank Kredite bei Geschäftsbanken nimmt, wurde auf 6,25 Prozent erhöht. Die Währungshüter begründeten diesen Schritt mit dem anhaltenden Inflationsdruck. Marktbeobachter hatten im Vorfeld eine Zinserhöhung erwartet, jedoch mehrheitlich nur mit 25 Basispunkten gerechnet. Ganz oben auf dem Einkaufszettel der Investoren befinden sich derzeit die Anteilsscheine Als einziger Gewinner können die Papiere von BHEL um 0,3 Prozent vorrücken, während die Aktien des Baukonzerns Jaiprakash Associates am Indexende um 8,4 Prozent einbrechen.

[Goldbaba]

MUMBAI: Shares of the country's largest state-owned lender, SBI, fell by by over 3 per cent on the Bombay Stock Exchange today, hit by its poor fourth quarter performance.

SBI plunged by 3.41 per cent to a one-month low of Rs 2,360.75 on the BSE in early trade today. It was quoting at Rs 2,340.90 at 1316 hrs, down 3.01 per cent from the previous close.

During the last two trading sessions, the stock has nosedived by over 12 per cent.

The scrip took a similar beating on the National Stock Exchange, where it tanked by 3.34 per cent to Rs 2,334.

Marketmen attributed the downslide in the stock to its disappointing fourth quarter earnings and the decision of three major brokerage firms -- Morgan Stanley, Bank of America-Merrill Lynch and Goldman Sachs -- to slash their target price for SBI.

Yesterday, SBI reported a 99 per cent drop in net profit to Rs 20.8 crore for the fourth quarter ended March, 2011, pulled down by higher provisioning against bad loans and increased tax outgo.

Meanwhile, the BSE Sensex was up by 22.94 points at 18,160.29 at 1348 hours today.

[Goldbaba]

Interessante Aussichten auf eine Kursverdoppelung:



Pending merger, MTNL-BSNL asked to synergise operations: DoT
May 15, 2011, 12.03pm IST
Tags:

Vodafone|
Tatas

NEW DELHI: After dilly-dallying for years, the government has asked the two telecom PSUs -- BSNL and MTNL -- to synergise their operations and function as one entity, pending the merger, offering Pan-India services.

BSNL provides all telecom services -- fixed line, mobile, STD, ISD, broadband, Internet and others -- in 20 circles other than the two metros, Delhi and Mumbai, where MTNL operates.

Functioning separately denies BSNL to offer services in India's two most lucrative telecom markets (Delhi and Mumbai), and restricts MTNL from expanding beyond the two metros.

There is, no doubt, a good reason for both to have combined operations, but there are practical problems going forward, Telecom Secretary R Chandrasekhar said.

"...We have directed them to actually work out plan to syrengise their operations so that even if they are two separate entities they can work out a mode of functioning as a pan-India service provider," he told PTI in an interview.

BSNL, once the country's flagship telecom company, posted a net loss of Rs 1,823 crore on revenues of Rs 32,046 crore in 2009-2010. The company had net profit of over Rs 10,000 crore in 2005-06. MTNL, on the other hand, posted a net loss of Rs 2,826 crore in 2010-11.

For years, there have been various moves to merge the two but they failed to fructify so far.

"Procedurally, there are many issues like MTNL's shareholding pattern, staffing, salary structure, and pension structure in merging them," Chandrasekhar said.

Besides, he added that while MTNL is listed on the bourses, BSNL is not and there problems in listing it.

Recently, the Board for Reconstruction of Public Sector Enterprises (BRPSE) had recommended that BSNL should merge with its counterpart MTNL -- a move that will help turn around the loss-making telecom giant.

Both the companies are looking for opportunities to turn be in the black once again. As on March 31, 2009, BSNL staff strength was 2,99,840 and MTNL's manpower stood at 44,910.

"In today's market scenario it makes sense for a player to actually have a pan-India presence and the pan-India service. But if you are thinking of merging them, there are practical problems but desirability is not the question," Chandrasekhar said.

BSNL has been relegated to the fifth place in terms of mobile subscribers after Airtel, Vodafone, Reliance and Tatas from its number two position just a few years ago. Both BSNL and MTNL have failed to keep pace with private operators.

Last month, the Government appointed R K Upadhyay as the new Chairman and Managing Dircetor (CMD) of BSNL. The appointment of MTNL CMD is still in process.

http://articles.economictimes.indiatimes.com/2011-05-15/news…

[Goldbaba]

Mahanagar Telephone Nigam Ltd plans to share its passive infrastructure, including towers, with private service providers as part of its efforts to boost revenue and put the state-owned company back in black in two years.

MTNL [ Get Quote ], which offers services in Delhi [ Images ] and Mumbai [ Images ], has about 1,400 towers and plans to add 700 more this financial year. It had reported a loss of around Rs 2,800 crore (Rs 28 billion) for 2010-11.

A senior company official told Business Standard that MTNL had invited expression of interest (EoI) for sharing of base transceiver stations (BTS) and other passive infrastructure in Delhi. Subsequently, an EoI for sharing of BTS sites in Mumbai would be called, he said.

BTS are mainly installed over towers. But sometimes, these are also installed indoor. Majority of MTNL's BTS sites are at its own exchange sites.

The company had earlier shared some of its BTS sites with other service providers on an experimental basis. Following its success, MTNL has planned to extend it to both the circles it operates in, according to the official.

The development comes close on the heels of another state-run telecom company, BSNL's, plan to hive off its tower business to a separate subsidiary to unlock value. BSNL, which provides services across the country except Delhi and Mumbai, has 40,000 towers. It has also started discussions with private players to lease out its towers.

Amid declining revenues and market share in a cut-throat competition, both telecom players are trying hard to generate additional revenues, and leasing out towers to private service providers is one such step.

For 2009-10, BSNL posted a loss of Rs 1,823 crore (Rs 18.23 billion), the first time since its inception in 2000. It is expected to report about Rs 2,500 crore (Rs 25 billion) loss for 2010-11.

The leasing of towers is in the interest of these companies, as there are already many infrastructure providers, who will lease out towers to telecom companies, if not MTNL and BSNL.

Most new telecom service providers are not looking to invest in towers, while incumbents such as Bharti Airtel [ Get Quote ] and Vodafone-

Essar have spun off their tower businesses.

[Goldbaba]

Antwort auf Beitrag Nr.: 41.679.548 von Goldbaba am 21.06.11 20:17:26

Mahanagar Telephone Nigam Limited (MTNL) has received Rs 1.77 billion as an income tax refund for 2010-11.

MTNL had reduced its losses by 30 per cent to Rs 10.99 billion for the fourth quarter ended March 31, 2011, and is expecting to generate profits soon. For 2010-11, the company posted a net loss of Rs 28.26 billion, up 8.27 per cent from Rs 26.10 billion in the same period in the previous year.

The operator’s total income rose to Rs 38.41 billion, as against Rs 37.81 billion during the period under consideration.