Aktien Indien - 500 Beiträge pro Seite

[Schrotti71]

Nun Indien ist ja schon ganz gut gelaufen. Welche Aktien aus Indien, welche möglichst in Deutschland gehandelt werden, haben noch aussichtsreiche Chancen?

Schrotti71

[hirschauer]

Rediff WKN 939337

[Schrotti71]

9393337

Ist doch schon mal ne Idee. Danke hirschauer, vielleicht kommen noch paar Gedanken dazu. Warte geduldig. Ist der indische Markt vielleicht schon heiß gelaufen?

Schrotti71

[bmann025]

Mahanagar Telekom und Videsh Telekom.
Telekom in Indien ist ein Thema der nächsen Jahre.
Obige Firmen haben Marktkapitalisierungen von lediglich 2 bzw. 1 Mrd., d.h. gerademal 1/3 einer UMTS Lizenz in D. Aus meiner Sicht absurd niedrig.
Beide haben die Aufwärtsbewegung in Indien nur teilweise mitvollzogen sind aber letzte Woche angesprungen, Freitag waren die ADRs 2. und 3. bester Wert an der NYSE.

[Nullgesicht]

9393337

Warum soll das `ne gute Idee sein? Wenn Rediff so weitermacht wie bisher, geht ihnen in einigen Quartalen der Cash aus.

[Schrotti71]

Wer sprach von einer guten Idee? War schon froh., dass sich überhaupt jemand für das Thema Indien interessiert.

Shrotti71

[Schrotti71]

939337 Rediff
591070 Videsh Telekom
806389 Mahanagar Telekom

sind die bisherigen Vorschläge. Alles IT-Unternehmen. Gibt`s noch Vorschläge aus der BioTechBranche oder auch aus der BadsicIndustry?

[Crsus]

Crompton Greaves, 903997

Der Turnaround wurde geschafft, vor kurzem wurde erstmals seit Jahren wieder eine Zwischendividende bezahlt, der Kurs ist aber schon deutlich gestiegen.

[gopassau]

software ?

indien ist doch das land für softwareentwicklungen, gibts da nichts vielversprechendes und solides ?

[bmann025]

Zu Indien und einigen Einzelwerten gabs ja bereits Threads. Dort steht eigentlich alles drin, was hier auch steht und mehr.

Ansonsten bieten sich als Informationsquellen an:

http://in.finance.yahoo.com
http://www.business-standard.com/
http://www.nse-india.com/

Außerdem:
zwischen den Kusen in Bombay und den ADR Kursen gibt es manchmal größere Unterschiede.

Grüße

[Moseländer]

Satyam Computer Services, WPKN 675236
52 Wochen Tief 6,40 Euro
Aktuell (Frankfurt) 26,32 Euro

[leonardoma]

903 136 state bank of india - eine aktie mit substanz

[hirschauer]

ohne Worte

[bmann025]

Widespread selling pulled the Bombay Stock Exchange (BSE) Sensex 95.36 points down at close to 5,954.64 in a day marked by an extreme 205 point volatility.

Market sources said institutional program trading was perhaps triggered after the Sensex hit the day’s high of 6,121.20, and the sustained stream of downticks—each quote being lower than the previous one—triggered panic selling by all other investors, who saw the first signs of the much-anticipated correction.

Losers beat gainers three to one in a traded volume of 249 million shares, compared with the 245 milliontraded on Monday.

As a result of the self-fulfilling prophecy, the Sensex plummeted to a low of 5,916.33 before bargain hunting re-emerged. The broader National Stock Exchange (NSE) S&P CNX Nifty closed 28.30 points lower at 1,926.70.

Hanuman Bhatia, vice-president at Parag Parikh Securities, said, “The market was due for a correction and this is the first visible one after a long time.”

He said funds and FIIs were selling and booking profits. “They are priming up for buying at lower levels,” he added.

In the last four trading sessions, the Sensex has climbed over 4 per and the correction is being viewed as consolidation before further gains.

Dealers said fresh impetus would be in the form of corporate results and fresh allocations by FIIs, both of which are expected to happen later this week or early next week.

Market sources said investors were seen booking profits across the board, and perhaps wanting to get off the escalator as soon as possible, and before other investors, in any case.

Information technology, cement and metal stocks bore the brunt of today’s selling pressure. Infosys Technologies, for instance, closed 4 per cent lower at Rs 5654.65, while Satyam Computer closed at Rs 357.75, down 5.04 per cent. Infosys will announce its results on Friday.

Index heavyweights ITC, Reliance Industries, State Bank of India and Hindustan Lever all closed down lower. Tata Steel was down 2.4 per cent to close at Rs 430.50 while ACC was down 4.2 per cent to Rs 262.10

[bmann025]

Hallo,

es gibt ja einige weitgehend ausgestorbene Indienthreads hier. Ich werde mal versuchen hierin Zukunft mehr oder weniger regelmäßig Informationen zu sammeln.

Morning session (11.00am - 12.30pm)

Sensex firm at higher levels

There is smart rally in Reliance, ACC, Satyam, Zee, Hero Honda, SBI and HLL which has lifted the Sensex by 73 points to 6030. There is board based buying in the market on news of SEBI approving margin trading. Most of the sectors like auto, steel, banking, pharma, tech, shipping and PSU stocks have registered smart gains.

There is smart rally in cement stocks on rumors of hike in cement price. Grasim has surged by 5% to Rs1100 followed by ACC(up by 4%), Gujarat Ambuja and L&T all of whom have registered smart gains. Reliance continues to attract buying on back of the company acquiring chemical unit of Nocil. The scrip has gained Rs11 to Rs591. Tata Motors has recorded smart gains while the company has increased the price of Indiaca by 2%. The scrip has surged by Rs14 to Rs459. Others like Tata Power, Zee(up 6%), Wipro, Satyam and HCL Tech have registered smart gains. However ICICI Bank and Hindalco are witnessing profit booking.

Tech stocks especially momentum tech stocks are seeing huge buying interest. Polaris Software has jumped 9% to Rs269. Others like VisualSoft(up 4%), Rolta, Infotech Enterprises, Mastek, SSI, NIIT and Satyam have gained in the range of 4-7%. However Mphasis BFL has lost 3% to Rs707 after the company reported 57% jump in Q3 bottomline.

Pharma stocks especially mid-cap counters have witnessed smart rally. Glenmark Pharma is locked in upper circuit of 10% at Rs161. Others like JB Chemicals, IPCA Labs, Kopran Drugs and Orchid Chemicals have posted modest gains.

There is smart rally in shipping stocks ahead of results. GE Shipping has surged 3% at Rs167. Others like SCI and Essar Shipping have registered smart gains.

Early morning session (10.00am - 11.00am)

Sensex spurts on all round buying

The market has spurted and all round buying is seen on Dalal Street. The Sensex has climbed up 90 points at 6047. SEBI approving margin trading and securities lending for stock brokers and better than expected results on Mphasis BFL are having a positive impact on the market. Most of the sectors like auto, steel, banking, shipping, PSU and tech stocks are witnessing smart rally.

Reliance is the biggest gainer in the Sensex on news of the company acquiring two units of Nocil though the value of the deal has not been disclosed. The scrip has advanced by Rs11 to Rs592. Power stocks are in demand. BHEL has spurted by Rs17 to Rs565 due to handsome book order positions. Cement stocks are witnessing smart rally. ACC has gained by Rs9 to Rs274 followed by Gujarat Ambuja(up 2%), Grasim and L&T which have registered smart gains. However ICICI Bank and Hindalco are in negative territory. Others like Zee(up 5%), SBI, Satyam, Infosys and MTNL have registered smart gains.

Mphasis BFL declared its results with the consolidated Q3 net profit being at Rs285mn up 57% from the same period last year and income at Rs1.55bn, up 35% . The scrip is flat at Rs727.

[bmann025]

Company Name Last Traded Prev. Close Amt. Change % Change Volume
Associated Cement Companies Ltd. 270.80 274.00 -3.20 -1.16 1872279

Bajaj Auto Ltd. 1,111.30 1,099.00 12.30 1.11 70684

Bharat Heavy Electricals Ltd. 575.60 577.75 -2.15 -0.37 440613

Bharti Tele-Ventures Ltd. 119.95 122.35 -2.40 -1.96 1692091

Cipla Ltd. 1,365.60 1,331.05 34.55 2.59 80822

Dr. Reddy`s Laboratories Ltd. 1,402.85 1,410.00 -7.15 -0.50 92367

Grasim Industries Ltd. 1,164.30 1,118.70 45.60 4.07 206446

Gujarat Ambuja Cements Ltd. 320.90 316.40 4.50 1.42 1253092

HDFC Bank Ltd. 367.05 361.90 5.15 1.42 361563

Hero Honda Motors Ltd. 483.35 456.50 26.85 5.88 721669

Hindalco Industries Ltd. 1,458.05 1,473.70 -15.65 -1.06 60182

Hindustan Lever Ltd. 211.15 210.05 1.10 0.52 2034572

Hindustan Petroleum Corporation Ltd. 470.05 460.70 9.35 2.02 978530

Housing Development Finance Corporation Ltd. 647.25 646.05 1.20 0.18 163821

ICICI Bank Ltd. 304.45 302.55 1.90 0.62 2084566

Infosys Technologies Ltd. 5,805.80 5,838.95 -33.15 -0.56 367114

ITC Ltd. 1,082.15 1,077.25 4.90 0.45 207113

Larsen & Toubro Ltd. 579.90 573.55 6.35 1.10 851635

Mahanagar Telephone Nigam Ltd. 145.80 148.90 -3.10 -2.08 2186026

Oil & Natural Gas Corporation Ltd. 911.60 944.10 -32.50 -3.44 614974

Ranbaxy Laboratories Ltd. 1,076.85 1,073.10 3.75 0.34 198279

Reliance Energy Ltd. 572.70 533.25 39.45 7.39 514074

Reliance Industries Ltd. 575.90 589.45 -13.55 -2.29 4749044

Satyam Computer Services Ltd. 368.95 375.10 -6.15 -1.63 6203039

State Bank of India 640.80 622.05 18.75 3.01 4623638

Tata Iron & Steel Company Ltd. 441.40 446.35 -4.95 -1.10 4478097

Tata Motors Ltd. 466.30 465.25 1.05 0.22 1260057

Tata Power Company Ltd. 405.60 381.75 23.85 6.24 4304358

Wipro Ltd. 1,750.15 1,731.10 19.05 1.10 590044

Zee Telefilms Ltd. 165.25 168.75 -3.50 -2.07 1889571

[anyway]

Hallo Indien - Freunde,

seit 09.01.2004 gibt es für alle, die nicht in indische Einzelwerte investieren wollen, bei ABN Amro ein Indien Open End Zertifikat (256685). Es versucht, den indischen Leitindex NIFTY 50 abzubilden.

Hier die wichtigsten 10 Werte:
Reliance Industries GDR 12,76%
Hindustan Lever 7,40%
Wipro Ltd. 6,48%
Infosys Technologies Ltd. (Spons. ADRS) 6,06%
State Bank of India 5,04%
Gail India 3,95%
Steel Authority of India 3,34%
Ranbaxy Laboratories Ltd. 3,20%
ICICI Bank Ltd. (Spons. ADRS) 3,01%
Housing Development 2,50%

Interessanterweise sind die bekannten Telekomwerte nicht enthalten.

anyway

[bmann025]

#17


Die größten börsennotierten Telekoms in Indien haben eben auch nur eine Marktkapitalisierung von rund 2 bzw. 1 Mrd Euro, also zusammen ca. 1% der Marktkap. Indiens, oder die Größenordnung einer Freenet, sind für Fonds nicht so interessant.

Ich sehe das eher als Chance.

Man sollte meinen, daß in nicht allzu ferner Zukunft der Wert der großen indischen Telekoms einmal im Bereich der Deutschen Telekom liegen wird. Ob MTE und VSL dazugehören werden, ist das Risiko. Das andere Risiko ist zu früh dran zu sein.


http://www.indiainfoline.com/stok/maca/

[bmann025]

Last session (3.00pm - 3.30pm)

Profit booking pulls down Sensex

Profit booking in Reliance, Infosys, HLL, Satyam, Grasim and Bajaj Auto pulled the Sensex down by 52 points to 6068. Selling was seen across the board except in select PSU banks and shipping stocks. Weakness was seen throughout the day in auto, steel, PSU, tech, pharma and cement stocks. With elections round the corner investors seem to have turned cautious. With Sensex spurting by nearly 1200 points in one way rally in last one month, market is expected to see correction in days to come.

GAIL and ONGC were the biggest losers in the market. There are rumors that the IPO price would be substainlly below the current market prices of the two stocks as a result of which the two stocks were badly hammered in today`s trade. GAIL crashed by 10% to close at Rs244 on hefty volumes of 20mn shares traded on NSE. On the other hand PNB and IFCI recorded smart rally on rumors of merger. PNB climbed up by 7% to close at Rs294 after crossing all time high of Rs304 and IFCI jumped by 9% to close at Rs23. KEC International gained 4% to close at Rs88 on news of $39mn order from Iraqi projects. Mastek slipped by 4% to close at Rs321 on back of company reporting lower than expected results. BSE 100-advance decline ratio was 1:3.

Among the Sensex stocks, MTNL was the prominent gainer in the Sensex on back of the company getting licenses in Kenya and Mauritius. The scrip shot up by Rs9 (6%) to close at Rs154. Cement stocks witnessed profit booking. Grasim lost by Rs48(4%) to close at Rs1116 followed by ACC, L&T and Grasim all of whom ended the day in red. Tech stocks were under selling pressure despite Infosys declaring better than expected results on Friday. The scrip lost by Rs76 to close at Rs5730. Media major -Zee witnessed profit booking from higher levels. The scrip slipped by Rs3 to close at Rs162 after touching day`s high of Rs172. ITC was in demand ahead of results. The scrip gained Rs29 to close at Rs1110. Bajaj Auto was in reverse gear. The scrip shed Rs36 to close at Rs1075. SBI was volatile. The scrip ended in negative territory at Rs639, down Rs6 from its previous close after touching all time high of Rs651 during the day. Others like Satyam, Hindalco(down Rs35) and Reliance(down Rs7) were under selling pressure but HPCL(up Rs7) and Tisco managed to ended in the positive territory.

[bmann025]

Last session (3.00pm - 3.30pm)

Frontline stocks lead market rally

The market bounced backed into positive territory with huge buying especially in the last hour of the trading session. The Sensex recovered nearly 140 points from intra-day low of 6012 on renewed buying in Reliance, Tata Motors, Grasim, Ranbaxy and BHEL. The market was volatile during the day. The Sensex ended at 6133, up 65 points(1.1%) against its last close. Institutional buying was seen in the last hour mainly in tech, auto, banking and pharma stocks. However PSU stocks exhibited profit booking.

Reliance was the prominent gainer in the Sensex as a result of the company getting shareholders approval for taking over FLAG Telecom for Rs9.5bn. The scrip shot up by Rs17 to close at Rs588 after touching day`s low of Rs572. Auto stocks were the biggest gainer in the market. There are rumors of Hind Motors selling stake in the company to General Motors. The scrip was locked in upper circuit of 20% at Rs22 on hefty volumes of 27.6mn shares traded on NSE. Moreover Tata Motors shot up by Rs34(6%) to close at all time high of Rs494 ahead of results. Others like Ashok Leyland and M&M(up 5%) posted handsome gains.

Among the Sensex stocks, Ranbaxy witnessed smart rally from lower levels. The scrip surged by Rs44(4%) to close at Rs1125. Tata Power witnessed smart rally while the company is to consider transfer of Broadband Division. The scrip advanced by Rs11 to close at Rs410. Another power major -BHEL gained Rs22 to close at Rs584. However both HPCL & BPCL were the major losers. BPCL nose-dived by Rs24 to close at Rs484. Infosys bounced back from lower levels of the day. The scrip surged by Rs73 to close at Rs5794. Cement major -Grasim recorded sharp rally but Gujarat Ambuja witnessed profit booking. Grasim surged by Rs39 to close at Rs1163. Others like Zee, Hindalo, ITC(down Rs15) and Satyam witnessed profit booking.

Auto stocks were major gainers today with Bajaj Auto ending the day at Rs1062 down 1% from the previous close, Hero Honda gained 1.57% at Rs491.30 while TVS Motors ended with a gain of 3.39% at Rs113. Among the four wheeler stocks Ashok Leyland ended with a gain of 2.45% at Rs299, Tata Motors jumped 5.65% to close at Rs493.55 while M&M closed at Rs430 up 5% from the previous close.

Tech stocks had a mixed day with Infosys gaining 1.38% to close at Rs5781, Satyam was down 1.81% at Rs354.50 while Wipro ended with a modest gain of 0.61% at Rs1745. Among the other prominent gainers of the day were I-Flex(1.10%), Hughes Soft(3.13%) and Polaris(3.49%). On the other hand Digital Global after seeing a high of Rs816 ended the day almost flat at Rs764.

Among the pharma stocks Ranbaxy gained 4.37% at Rs1125, Dr. Reddy`s closed at Rs1400 up 2.47% from the previous close while Cipla gained 1.66% to close at Rs1360. Sun pharma(up2.39%), Shasun chem(4.35%) and Nicolas Piramal(1.84%) were among the other prominent gainers of the day.

Among the steel stocks Tisco gained 1.15% at Rs449. Jindal Iron(5.27%) and IPITATA Sponge (1.77%) were the other major gainers of the day. On the other hand SAW Pipes(1.55%), SAIL(0.69%) and Uttam Steel(6.41%) were among the prominent losers of the day.

PSU banks had a good day with Bank of Baroda gaining 3.36% to close at Rs249, Oriental Bank closed at Rs283.65 while UBI ended the day at Rs57 a gain of 3.17% from the previous close. PNB witnessed profit booking and ended in negative territory with a loss of 1.76% at Rs293.

[bmann025]

Last session (3.00pm - 3.30pm)

Brisk buying renews northbound journey

Renewed buying in pivotals like Tata Motors, Gujarat Ambuja, SBI, Reliance and ITC lifted the Sensex by over 1% to close at new lifetime high of 6194. There was broad based buying throughout the day mainly in the shipping, auto, steel, banking, power, select tech and cement stocks. The buying was seen mainly in the frontline counters rather then in mid-cap stocks. However GAIL continued to its southbound journey on rumors of IPO price being substainally lower than the current market price. The scrip crashed by Rs10(4%) to close at Rs239. Corporation Bank fell sharply after the company reported lower than expected Q3 results. Glenmark witnessed smarts rally after the company signed $80mn MoU with US based KV Pharmaceutical. The Sensex surged by 61 points to close at 6194. Hero Honda was volatile and ended 2% lower at Rs477.

Shipping stocks were the biggest gainers in the market ahead of results. SCI skyrocketed by 9% to close at Rs198. Others like Essar Shipping and GE Shipping recorded smart gains.

Among the Sensex stocks, Tata Motors continued to attract buying ahead of results. The scrip climbed up by Rs13 to close at an all time high of Rs508. SBI was the prominent gainer in the market. The scrip shot up Rs29 to close at Rs675. Cement stocks recorded sharp rally on expectations of hike in cement price. Gujarat Ambuja advanced by Rs15 to close at Rs328. ACC, L&T and Grasim (up Rs35) were others prominent gainers in the Sensex. HPCL witnessed profit booking from higher levels but BPCL gained significantly by Rs22 to close at Rs508. Power stocks continued to be fancied by investors. Tata Power surged by Rs12(3%) to close at Rs422. BHEL and BSES(up 2%) too recorded smart gains. However Infosys witnessed profit booking. The scrip slipped by Rs95 to close at Rs5699. Others like Ranbaxy(up Rs16), Tisco(up Rs8), Satyam, Reliance and ITC (up Rs10%) recorded smart gains. However Dr Reddy`s and MTNL witnessed profit booking.

Among the auto stocks Bajaj Auto ended the day at Rs1077 down 1.21%, Hero Honda was down 3.17% at Rs475 while TVS Motors jumped 5.77% to close the day at Rs119. The four wheeler stocks saw good buying interest with Ashok Leyland ending the day with a gain of 3.6% at Rs307, Tata Motors ended with a gain of 2.77% at Rs508 while M&M closed at Rs438 a gain of 2.38% from the previous close.

The tech stocks saw selling pressure with Infosys down 1.7% at Rs5696, I-Flex was down 1% at Rs803 while Hughes Software ended with a loss of 1.74% at Rs575. On the other hand Hinduja TMT was up more than 4% at Rs364, Satyam was up 1.64% at Rs361 while BFL Software ended with a gain of 1% at Rs656.

The steel stocks had a mixed day with Tisco gaining 1.48% to close the day at Rs455, SAW Pipes jumped more than 6% at Rs306 while IPITATA Sponge spurted by over 5% to close the day at Rs144.50. On the other hand Jindal Iron ended with a loss of 1.37% at Rs278, Tata Metalics lost 0.72% at Rs104 while SAIL ended almost flat at Rs50.20.

PSU Banks continue to rally with SBI leading the rally gaining 4.74% to close at Rs677, Vijaya Bank gained almost 5% to close at Rs56.30 while PNB ended with a gain of Rs 10 at Rs303. Among the other prominent gainers of the day were Allahabad Bank(7.32%), Bank of Baroda(4.3%) and Canara Bank(3.53%). Corporation Bank on the other hand lost over 5% to close at Rs259.

[bmann025]

Sensex dips 130 points on telecom decision


Our Markets Bureau in Mumbai
Published : January 16, 2004

The Cabinet’s decision to defer changes in the foreign investment limit in the telecommunications sector triggered massive stock sales across the board on Thursday.

In extremely volatile trade, the Bombay Stock Exchange (BSE) Sensex plunged 130.20 points (2.1 per cent) to close at 6,063.91.

Market sources said select index-based hedge funds started unloading after the Sensex crossed 6,240 in intra-day trades. But news of the Cabinet deliberations prompted all-out selling.

Sanjay Sinha, fund manager with UTI Mutual Fund said: “A lot of bullish positions were built up in telecom and banking stocks in the last few days. The Cabinet’s decision to defer the increase (in FDI limits) in the telecom sector affected sentiment.”

Bharti Tele-Ventures’ stock fell 1.60 per cent to Rs 119.90. The stock had surged to a 52-week high of Rs 130 ahead of the Cabinet meeting.

Elsewhere, private sector bank stocks surged after the government hiked the FDI limit in private banks from 49 per cent to 74 per cent. The UTI Bank scrip soared 14.00 per cent to Rs 162.55 and the HDFC Bank stock was up 4.40 per cent to Rs 384.10.

Jayesh Shroff, a fund manager with BoB Mutual Fund said, “The market was already overbought, thus a correction was overdue.”

Also, stop-loss selling in reaction to the first signs of a correction had a cascading effect. I think new foreign funds are using this fall as an opportunity to buy."

Thursday`s decline was led by old economy stocks that had spearheaded the recent rally. Gujarat Ambuja Cements lost 4.00 per cent to Rs 313.55 on massive fund selling.

Reliance Industries, which has a weight of about 13.8 per cent in the Sensex, eased 3.40 per cent to Rs 576.90, off the day`s high of Rs 603.25 in intra-day trades.

On the National Stock Exchange (NSE), the S&P CNX Nifty, too, shed 37.70 points (1.9 per cent), to close at 1,944.45. Losers outpaced gainers two to one in brisk trades.

Meanwhile, foreign funds sold Indian shares for a net $9.1 million on Tuesday, the first instance of net sales by FIIs this year

[bmann025]

wieder kein schöner tag auf dem subkontinent

Dalal Street rattled by tech snag

The bulls were at the receiving end today after a long, long time as an unprecedented technical snag in the NSE F&O segment sent the nation`s stock markets into complete disarray. The NSE F&O terminals went off at around 2:45 p.m. and traders were unable to trade till 3:55 p.m., leading to a massive panic selling in the cash markets. Later, both the NSE and BSE extended trading session till 4:15 p.m., and later till 4:45 p.m., on what must be one of the most volatile trading days in the history of Indian stock markets.

The Sensex crashed by over 100 points due to relentless selling pressure in Satyam, Hindalco, SBI, L&T, ACC and BSES. With this, the 30-share BSE index has tumbled by 245 points (4%) in two consecutive trading days after gaining over 1,000 points in one month.

According to market rumors, heavy selling was witnessed from the institutional side. FIIs were seen hedging in Cash and F&O segments. FIIs have been net sellers of nearly Rs4.5bn in the last couple of days in the F&O segment. The selling pressure was seen across the board in auto, steel, banking, PSU, pharma, technology, metal and FMCG stocks.

The Sensex crashed by 117.72 points or 1.94% to close at 5946.19. All the Sensex stocks ended in the negative territory except Reliance, Wipro and Hero Honda. BSE 100 advance-decline ratio was 1:5. The broader NSE Nifty plumetted by 2.25% to 1901.

Among the Sensex stocks, Gujarat Ambuja witnessed sharp fall despite the company reporting better than expected Q3 results. The scrip nose-dived by Rs13 to close at Rs301. Other cement stocks like L&T(down 5%), ACC(down 5%) and Grasim were under selling pressure. Aluminum major - Hindalco was the biggest loser in the market. The scrip lost by Rs103(7%) to close at Rs1370. Satyam witnessed profit booking. The scrip lost by Rs20 to close at Rs325. Wipro witnessed bounced back in the last half an hour of trade. The scrip gained by Rs20 to close at Rs1736 after touching day`s low of Rs1656. ICICI Bank was another big loser in the market. The scrip lost by Rs16 to close at Rs283. Others like HCL Tech, SBI (down Rs25), Ranbaxy and Tisco lost ground. HDFC ended flat at Rs644 due to the company reporting better than expected Q3 results.

Among the auto stocks Bajaj Auto ended the day at Rs1033 down 1.41% from the previous close, Hero Honda gained 0.5% at Rs462 while TVS Motors ended with a loss of 4.56% at Rs112. Among the four wheeler stocks Ashok Leyland lost 1.60% to close at Rs294, Escorts crashed by almost 6% at Rs97 while Tata Motors ended with a modest loss of 0.62% at Rs487.50.

Cement stocks were down with ACC closing at Rs247 down 5.18% from the previous close, India Cement lost almost 8% at Rs42.40 while Gujarat Ambuja Cement lost Rs15 at Rs300.

Tech stocks were under selling pressure with Infosys closing at Rs5523 down 0.68%, Satyam crashed by almost 7% at Rs324 while Wipro ended with a modest loss of 0.28% at Rs1700. Among the other prominent losers were Polaris(7%), NIIT(3.88%), Rolta(5.84%) and Global Tele(7.10%).

Banking stocks were down mainly on profit booking with SBI closing at Rs635 down 4.11% with PNB(6.03%), Oriental Bank(1.50%) and Bank of Baroda(5.15%) were among the other major losers of the day. On the other hand Centurion Bank(2.64%), J&K(2.01%) and United Western Bank(1.43%) closed in positive territory.

[bmann025]

Sensex dips 117 on PN ban fears


Our Markets Bureau in Mumbai
Published : January 17, 2004

Stocks fell like ninepins, dragging the Bombay Stock Exchange (BSE) Sensex below 6,000 in an extended trading session. The Sensex ended 117.72 points (1.94 per cent) lower, at 5,946.19. With today’s loss, the Sensex has lost 302.62 points from yesterday’s high of 6,248.80.

Selling by select index-based hedge funds triggered today’s fall on concerns over a possible ban on investments through participatory notes. Further pressure was exerted by banks, which started dumping stocks pledged as collateral after their market value fell below a point.

Seeing the panic, several foreign brokerage houses have asked the finance ministry for clarifications on the status of participatory notes.

Below 6,000
--------------------------------------------------------------------------------


With Friday’s loss, the Sensex has lost 302.62 points from Thursday’s high of 6,248.80

The fall was triggered by hedge funds on concerns over a possible ban on investments through participatory notes.

Participatory notes are offshore derivative instruments issued by foreign institutional investors and their sub-account holders against underlying Indian securities.

The Securities and Exchange Board of India (Sebi) has merely recommended to the ministry that the notes should be issued only to overseas entities regulated in their home countries, but the market was hit by speculation that the route might be closed for all. Sebi sources said a notification on participatory notes would be issued soon.

According to Sebi data, participatory notes issued have declined in actual value by a few thousand crore rupees between October and December.

But the confusion sent the market reeling: selling pressure was seen across the board with 1,411 scrips posting losses and 416 advancing on the BSE. The State Bank of India scrip eased 3.76 per cent to Rs 635.45. Consumer goods giant Hindustan Lever shed 1.49 per cent to Rs 205.10. However, Reliance Industries traded firm as the stock settled at Rs 580.75, up 0.67 per cent on fresh buying interest.

Vikas Khemani, assistant vice-president, Edelweiss Capital, said: “There was selling pressure across the board with foreign institutional investors selling in select heavyweights.”

On the National Stock Exchange (NSE), the S&P CNX Nifty Index shed 43.80 points to end at 1,900.65. Market trading hours were extended today to compensate for time lost as a result of a technical snag in the NSE`s futures and options trading system.

The turnover on the BSE rose to Rs 3,672.62 crore today from Rs 3,294.60 crore yesterday. But the traded volume was lower: 214.7 million shares were traded today against 218.6 million yesterday. On the NSE, 3.31 million (3.66 million) shares worth Rs 6,567.76 crore (Rs 6,849.73 crore) were traded today. In the derivatives segment, 314,630 (263,147) contracts worth Rs 15,440 crore (Rs 13,225 crore) were traded on the NSE.

[bmann025]

Following are the key companies scheduled to release quarterly earnings during the week.

MONDAY

Bharat Forge , Federal Bank , state-run Gas Authority of India Ltd , Union Bank of India .

TUESDAY

Bharti Tele-Ventures ,Cadila Healthcare , Hinduja TMT , Jindal Iron & Steel Lupin Ltd , Syndicate Bank , Tata Power Company Ltd UTI Bank .

WEDNESDAY

Grasim Industries , Indraprastha Gas , Siemens Ltd , Videsh Sanchar Sanchar Nigam Ltd , Wipro Ltd .

THURSDAY

Hindalco Industries Ltd , IBP Co , Satyam Computer Services Ltd , Tata Motors Ltd , Tata Telecom , UCO Bank Vijaya Bank .

FRIDAY

Associated Cement Companies Ltd , Ashok Leyland , Balaji Telefilms , Canara Bank , Maruti Udyog Ltd , Ranbaxy Laboratories Ltd Tata Tea , TVS Motor Company .

[bmann025]

Last session (3.00pm - 3.30pm)

Just another Manic Monday

Bulls may well sing It`s Just another Manic Monday thanks to a rally that caught not just the bears but almost the entire market by surprise. Call it short covering or bargain hunting, the markets staged a great comeback show. With expectations of a further 2-300 points correction, such a rise was least expected. Heavyweights led the show barring Infosys which ended in the red.

The Sensex recovered over 200 points from the intra-day low of 5871 and ended 127 points higher(2.1%) to close at day`s best levels at 6070. The bulls were back in action after a fall of 245 points in the last couple of sessions. Most of the frontline stocks like SBI(up 4.5%), ICICI Bank, Reliance, Tisco(up 5%), Tata Motors, Zee, ACC and HCL Tech witnessed relentless buying. The market recovered in the after noon session when it was down 75 points but thanks to institutions, their buying in some of the frontline stocks the market not only recovered but ended more than 2% higher. Most of the sectors like auto, banks, steel, PSU, tech, cement and FMCG stocks recovered smartly from lower levels. However private banks witnessed profit booking but ICICI Bank spurted by 6% to close at Rs301 on account of bargain hunting. BSE 100-advance decline ratio was 2.2:1 while BSE 500-advance decline was at 1:1.

Among the Sensex stocks, Tata Motors was the prominent gainer ahead of results. The scrip surged by Rs22 to close at Rs509 after touching day`s low of Rs485. SBI witnessed smart rally from lower levels. The scrip surged by Rs24 to close at Rs660. Reliance recovered smartly from lower levels. The scrip gained by Rs5 to close at Rs585. Media major -Zee witnessed smart rally. The scrip gained by Rs8 to close at Rs164. Steel major -Tisco witnessed smart gains. The scrip advanced by Rs21 to close at Rs457. Hero Honda was back in action on account of better than expected Q3 result. The scrip surged by Rs23 to close at Rs486. Cement stocks rebounded into positive territory. ACC(up 4%), Gujarat Ambuja, Grasim and L&T recorded smart gains. However Infosys and HDFC Bank(down 3%) witnessed profit booking. Other gainers in the Sensex were Satyam, Wipro, HDFC and Dr Reddy`s.

Among the auto stocks Hero Honda jumped by almost 6% to close at Rs489, TVS Motors gained 2.54% at Rs115 while Bajaj Auto gained 2.69% at Rs1057. Among the four wheeler stocks Ashok Leyland gained 3.21% to close at Rs303 while Tata Motors ended with a gain of 4.87% at Rs511.

The tech stocks exhibited mixed trend. Infosys closed in negative territory at Rs5510 down 0.2% from the previous close, Satyam ended with a gain of 3.23% at Rs334 while Wipro ended with a gain of almost 3% at Rs1748. I-Flex(0.2%), Mastek(2.46%) and HTMT(2.01%) were among the other prominent gainers of the day.

Most of the steel stocks ended in positive territory with Tisco closing at Rs457, Jindal Steel closed at Rs616 up more than 7% from the previous close while SAW Pipes ended with a gain of almost 5% at Rs312.55. IPITATA Sponge(1.46%) and Tata Metalic(0.92%) were among the losers of the day.

Among the PSU banking stocks SBI closed with a gain of 4.52% at Rs663.60. Corporation Bank(6.21%), PNB(0.93%) and Andhra Bank(2.08%) were the other prominent gainers of the day. Private sector banking stocks witnessed selling and most of them ended in negative territory. Centurion Bank(1.50%), IDBI Bank(5.87%) and HDFC Bank were among the significant losers of the day.

[Boersenkuh]

@ bmann025:

Wie schätzt Du die aktuelle Lage in Indien ein? Allgemeiner Tenor ist ja, das dort erhebliches Potential besteht!
Zur Zeit partizipiere ich nur über n India Fond an dem Markt (obwohl der gut gelaufen ist bisher)!

[bmann025]

Hallo Boesenkuh,

leider haben wir hier noch keine Indien-Gurus an Bord,
die den Überblick und eine eigene Meinung haben.

Charttechnisch sind wir an einer kritischen Marke

http://www.asiachart.com/india.html

Mein Ansatz ist sehr schlicht. Für Indien spricht
- die geringe Marktkapitalisierung
- die aktuellen Wachstumsraten
- die (teilweise) noch relativ günstigen KGVs

Indien hat z.B. eine Markkapitalisierung von ca. 300 Mrd$.
Zum Vergleich: Hongkong hat 530 Mrd, Niederlande 440 Mrd, S&P500 hat 10300 Mrd.

Dagegen spricht
- der scharfe Anstieg der letzten Monate
- die üblichen Kandidaten (Konflikt mit Pakistan, Folgen der Bevölkerungsexplosion etc..). Langfristig ist dieser Markt nichts für mich.

Ich wette z.Z. (so muß man das wohl nennen) auf indische Telekoms (MTNL und VSNL (Bombay), bzw. MTE und VSL (NewYork, Frankfurt). Deren Bewertung liegt bei 2 bzw. 1 Mrd, obwohl dies der 2. größte Festnetz bzw. der größte Ferngesprächsbetreiber in Indien sind (aber mit Marktkapitalisierung Größenordnung einer Freenet).
Die Wette setzt darauf, daß in Indien wie in jedem anderen Land bisher mit der Verbreitung des Mobilfunks ungeheure Kursteigerungen bei den entsprechenden Unternehmen einhergingen.

Umsonst gibt es hier wie meistens nichts, der Anleger ist Spielball politischer Entscheidungen und welche Telekomfirmen am Ende das Rennen machen, ist offen.

[Boersenkuh]

Vorab schon mal vielen Dank für den Link und Deine Zusammenfassung!

[bmann025]

Terrible Tuesday...bears squeeze Sensex again 1/20/2004 3:46:45 PM IST

Bears dominated the proceedings in domestic markets and the bulls scrambled for cover amid a massive bloodbath that sent key stock indices into a tailspin. Relentless selling pressure pulled down the Sensex nearly 3% after the 117-point gain on Monday. There was a frightening carnage in the last hour of trade, especially by institutional investors. Not a single Sensex stock ended in the positive territory except Bajaj Auto and HDFC Bank. The Sensex crashed 230 points from the intra-day high of 6130, making it the largest sell-off this year and ended at 5922, down 141.99 points (2.34%) against its last close. Almost all the sectors of the market suffered heavily with bank, auto, technology, steel, pharma, FMCG etc. taking the biggest knock. All the frontline counters like BHEL (down 5%), Gujarat Ambuja, Tata Power, Tata Motors, Tata Chem (down 10%), Tata Tea (down 8%) and SBI plunged in the face of the unprecedented bear onslaught. The BSE 100 Index advance decline ratio was 1:4. However, Bharti Tele-Ventures, UTI Bank, JVSL, JISCO and HTMT all came out with impressive Q3 results.

Among the Sensex stocks, SBI nose-dived by Rs41 to close at Rs619. Tata group stocks recorded sharp fall from higher levels. Tisco lost by Rs24 to close at Rs433. Cement stocks witnessed profit booking from higher levels. ACC slipped by Rs10 to close at Rs246 after touching day`s high of Rs263 followed by Gujarat Ambuja, Grasim and L&T. Tech major -Infosys lost by Rs111 to close at Rs5390 due to profit booking. Reliance(down 3%), Satyam, Zee and Dr Reddy`s lost modestly. However Bajaj Auto witnessed fresh buying in the other wise weak market. The scrip gained by Rs12 to close at Rs1070.

Among the two wheeler stocks Bajaj auto ended in positive territory with a gain of 1.11% at Rs1069, Hero Honda closed at Rs482.50 down 0.55% from the previous close while TVS Motors lost 1.50% and closed at Rs113.30. Among the four wheeler stocks Ashok Leyland closed with a loss of 2.26% at Rs295, Tata Motors lost almost 5% at Rs482 while M&M lost Rs 17 to end at Rs395.

The tech stocks saw huge selling pressure with Infosys closing at Rs5405 down 1.77% from the previous close, Satyam lost over 5% to close at Rs315 while Wipro ended at Rs1695 down 2.13% from the previous close. Among the other significant losers of the day were Visualsoft(5.29%), Polaris(5.02%), BFL Soft(7%) and NIIT(3.64%).

Banking stocks too witnessed selling pressure with SBI losing 5.73% to close at Rs619, Bank of India closed at Rs68.25 down 6.19% while PNB ended at Rs258 down 8% from the previous close. Syndicate Bank(8.22%), Bank of Baroda(5.67%) and Oriental Bank(7.6%) were other significant losers of the day. However Union Bank(1%), UTI Bank(9.93%) and Kotak Mahindra Bank(3.56%) were among the gainers today.

Among the steel stocks Tisco closed at Rs432 down 5.18% from the previous close, SAW Pipes was down 1.36% at Rs308.55 while SAIL lost 4% to close at Rs47.85. Jindal Vijaynagar however jumped over 8% to close at Rs12.75.

[bmann025]

Bharti Tele-Ventures (Marktführer bei GSM, Marktanteil von 25%, 5 Millionen Kunden) mit guten Zahlen.
Marktkap. ca. 3.5 Mrd Euro, sofern ich richtig gerechnet habe.

Kann man BHARTI irgendwo außerhalb Indiens kaufen?

-------------------------------------------------

Bharti Tele consolidated net jumps on higher revenue

NEW DELHI: Bharti Tele Ventures Ltd has posted a net profit of Rs 11 lakh for the quarter ended December 31, 2003 as compared to Rs 6.52 crore achieved during the same quarter last year.

Total revenue has decreased to Rs 7.13 crore from Rs 12.76 crore in the year-ago period.

The group has registered a profit after tax before unusual item of Rs 154.03 crore and a total revenue of Rs 1,268.70 crore for the quarter.

Bharti, 16 per cent owned by Singapore Telecommunications reported an audited consolidated net profit of Rs 161 crore for its fiscal third quarter ended December 31 compared with a loss of 7.07 crore during last year period.

The consolidated total revenue (including other income) has increased from Rs 846.99 crore to Rs 1,276.61 crore.

To spend $50 m for expansion:

The company said that it could spend an extra $50 million on networks during the year ending upto March to meet strong demand.

``We have already spent $350 million on capacity expansion. It could be $400 million-plus for the full year,`` Mr Akhil Gupta, Joint Managing Director of the company said.

The company expected strong growth in the coming year.

[bmann025]

Bharti ADRs gibt es vorraussichtlich leider erst ab Sommer. Aktuell +4.7%.
---------------------------------------------------------
Right ring
Operating leverage powers Bharti Tele-Ventures’ bottomline

Published : January 21, 2004

Bharti Tele-Ventures had a phenomenal December quarter, with overall revenues growing 11 per cent sequentially, and thanks to the high operating leverage, net profit jumped 72.9 per cent to Rs 161.3 crore.
Consensus estimates (Rs 125 crore) were nowhere close, and as a result the Bharti stock jumped 5.2 per cent on Tuesday even though profit-booking in other heavyweight stocks pulled the Nifty down 2.2 per cent.

What`s important is that each of the company`s divisions saw an increase in revenues and margins, but what really drove the overall performance was the good show in the mobile business, which saw a 13.4 per cent sequential increase in revenues and a 61.5 per cent jump in EBIT (earnings before interest and tax).

Customer addition continued at a rapid pace – last quarter, the company`s mobile customers increased 19.2 per cent to 5.5 million subscribers. Revenue growth was lower as the average monthly revenue per user (ARPU) fell by around 5 per cent last quarter.

Importantly, 26 per cent of the customers added last quarter took post-paid connections, compared to 7 per cent in the September quarter. The churn among post-paid clients is lower and more importantly, their ARPU is almost four times that of pre-paid users.

Overall margins jumped over 400 basis points to 37.3 per cent, thanks to the high operating leverage the company enjoys – network operating expenses fell 170 basis points as a percentage of sales, staff costs fell 60 basis points, and other expenditure fell 140 basis points. Besides, thanks to the new favourable regulations, access and inter-connect charges fell 180 basis points.

License fees increased 90 basis points as a percentage of sales, but soon this could see a decreasing trend—effective April 1, 2004, the license fee has been reduced by two percentage points across the board for all service providers and an additional benefit of 2 percentage points reduction in revenue share has been granted to first and second circle (and not metro) cellular licensees for a period of four years.

The only setback in the otherwise splendid quarter was that the company`s share in the new mobile connections added last quarter fell to 23.9 per cent, compared to 27.5 per cent in the September quarter. But this is not of much concern as the growth potential in the Indian cellular phone industry continues to be huge.

Thanks to the fact that starter packs are available for as low as Rs 99, and also since phone prices have reduced after duty cuts, growth is expected to continue at a fast pace. However, Reliance Infocomm`s plans to offer pre-paid connections should heat up competition in the sector.

The Bharti stock has had a great run in the past six months, but still trades at around 21 times estimated FY05 earnings, which means there could be more upside if the company continues to surprise with similar results.

[bmann025]

Bloodbath continues...bulls mauled

The blood-bath continued for the second day in the market. The Sensex had nose-dived by 164 (2.8%) points to close at 5758. The selling has been across the board and the Senex saw its largest fall since the Mumbai Bomb Blasts. There was aggressive FIIs selling, panic selling by retail investors and rumors of margin pressure pulled the market. The Sensex had lost 305 points (5%) and Nifty nearly 200 points in the two consecutive days. Not a single stock in the Sensex stocks ended in positive territory. All the frontline counters like Tisco, M&M (down 8%), OBC (down 9%), Tata Power (down 9%) and Tata Tea (down 13%) have hammered drastically. Even Wipro crashed by 5% to close at Rs1635 despite the company reported better than expected results. BSE 100 Index lost by 5% and advanced declined ratio of 1:19.

Among the Sensex stocks, SBI witnessed sharp fall from higher levels due to profit booking. The scrip nose-dived by Rs24 to close at Rs594 after touching day`s high of Rs627. Hero Honda was the biggest loser in the market despite impressive Q3 results. The scrip lost by Rs31(6%) to close at Rs451. Reliance witnessed profit booking. The scrip slipped Rs21 to close at Rs551. Cement stocks were under selling pressure. ACC shed by Rs8 to close at Rs240 followed by Gujarat Ambuja, L&T and Grasim. BSES witnessed sharp fall from higher levels despite the company reporting better than expected results. The company posted Q3 net profit at Rs933mn, up 540% from the same level last year. The scrip lost by Rs25 to close at Rs500 after touching day`s high of Rs544. Wipro was another big loser with the company reporting Q3 net profit at Rs2.74bn against market expectations of Rs2.42bn. The scrip lost by Rs95 to close at Rs1656 after touching day`s high of Rs1765. Others like Telco, Zee, HDFC, ITC, Hindalco and HPCL lost significantly.

Among the auto stocks Bajaj auto closed at Rs1044 down 2.66%, Hero Honda lost 6.43% at Rs451 while TVS Motors crashed by 8.44% to close at Rs104.20. Among the four wheeler stocks Ashok Leyland crashed by 6.62% closing at Rs280, M&M was down 6.76% to close at Rs371 while Tata Motors ended at Rs642 down 5.47% from the previous close.

The tech stocks had a free fall with Infosys closing at Rs5385 down 0.47% from the previous close, Satyam ended at Rs314 down 1.82% from the previous close while Wipro ended with a loss of Rs90 at Rs1656. Among the other significant losers of the day were I-Flex(9.15%), Infotech Enterprises(11.40%), Polaris(15.07) and Mastek(7.47%).

Among the steel stocks Tisco lost 5.36% at Rs417.55, Jindal Iron lost 8.69% at Rs251 while SAW Pipes crashed by over 10% to Rs276.55. Among the other significant losers of the day were SAIL(7.19%), Tata Metalics(8.68%) and Jindal Steel(8.14%).

Banking stocks were badly hammered with SBI losing 5.18% to close at Rs595, Corporation Bank closed at Rs265.40 a loss of 7.80% from the previous close. Oriental Bank(8.22%), PNB(5.18%) and Canara Bank(13.11%) were among the other significant losers of the day. Among the private banking stocks Global Trust bank crashed by over 10% at Rs27.25, Centurion Bank lost over 13% at Rs21.20 while Bank of Punjab lost 12.11% at Rs28.30.

Cement stocks continued to witness selling in today`s trade with Gujarat Ambuja Cement closing at Rs282.50 down 5.28% from the previous close while India Cement lost 6.79% at Rs42 and ACC closed at Rs241.55 down 3.76% from the previous close.

[bmann025]

Thursday tumble blows away the bulls

The nightmare continued on Dalal Street amid staggering level of volatility as the bulls continued to reel under an unprecedented onslaught from the bears. The ferocious sell-off has been attributed to rumors that the Government has barred NRIs, OBCs and hedge funds from investing in Indian equities through Participatory Notes. Concerns that the impending early elections would force the BJP-led NDA Government to put reforms on the backburner have also prompted FIIs to adopt a wait and watch approach on India. Moreover, some domestic brokerages were said to be selling their proprietary positions in order to raise cash to meet margin calls. Selling pressure was seen across the broad in auto, technology, banking, steel, pharma, cement etc.

Coming back to today`s trade, the Sensex lost over 164 points or 2.8% to end at 5593, taking its losses in the past three days to 468 points or 8%. The market went through a roller coaster ride. The intra-day volatility saw the Sensex swing wildly by 264 points between day`s high 5853 and low of 5589. Shares of Tata Motors (down 9%) and Satyam too tumbled despite delivering better than expected quarterly numbers. Other major losers were Infosys, Reliance, ACC, Ranbaxy and Bajaj Auto (down 9%). BSE100 advance-decline ratio was 1:5.

Auto giant - Tata Motors witnessed sharp fall from higher levels. However the company reported Q3 net profit at Rs2.11bn while the street expectation was of Rs2.05bn. The scrip crashed by Rs40 to close at Rs419 after touching day`s high of Rs474. Satyam managed to end the day in positive territory on account of better than expected Q3 results. The scrip gained by Rs4 to close at Rs316 after touching day`s high of Rs332. Bajaj Auto witnessed sharp fall. The scrip lost by Rs89(9%) to close at Rs947. Infosys witnessed profit booking from higher levels. The scrip lost by Rs171 to close at Rs5199 after crossing day`s high of Rs5545. BHEL, BSES, Hindalco, Hero Honda, ACC, MTNL, SBI and Zee were among the other losers of the day.

Among the auto stocks Bajaj auto lost over 9.13% to close at Rs949, Hero Honda lost 5.71% at Rs425 while TVS Motors ended in positive territory at Rs107 up 2.69%. Among the four wheeler stocks Ashok Leyland lost 5% to close at Rs263, Tata Motors crashed by over 9% at Rs418 while Escorts ended with a loss of 8% at Rs73.55.

The tech stocks witnessed profit booking at higher levels. Infosys closed at Rs5190 down 3.82% from the previous close, Satyam Computer ended at Rs311 down 1.18% while Wipro ended at Rs1644 down Rs15 from previous close. Among the other significant losers were Polaris(7%), Visualsoft(2.56%) and I-Flex(9.89%). On the other hand HTMT(3.36%), Digital Global(2.09%) and NIIT(0.65%) were among the gainers of the day.

Among the steel stocks Tisco crashed by 5.51% at Rs394, Tata Metalics was down almost 5% at Rs85 while Jindal Iron lost 2% to close at Rs243.60. On the other hand Jindal Steel(3.07%) and SAW Pipes(3.96%) were the gainers of the day.

Banking stocks had a mixed day with SBI losing 1.95% at Rs583.55, Corporation Bank ended at Rs4.11% at Rs253 while Syndicate Bank ended with a loss of 6% at Rs33.05. Among the private sector banking stocks UTI Bank ended with a loss of 1.55% at Rs165.50 which Federal Bank crashed by over 10% at Rs234.50.

[bmann025]

---------------------------------------------
Videsh Mittwoch nachbörslich mit guten Zahlen:
---------------------------------------------

VSNL Q3 NP rises 121% to Rs 180.90 crore
Total income declines 21% at Rs 823.30 crore
Videsh Sanchar Nigam (VSNL) has registered a 121% growth in its Q3 December 2003 net profit to Rs 180.90 crore (Rs 81.80 crore).
Total income has declined 21.1% to Rs 823.30 crore from Rs 1,044.60 crore in Q3 December 2002.
Figures for previous quarter are after accounting for impact of adjustments pertaining to period ended September 30, 2002, with respect to interconnect agreements finalised with major domestic operators, the company has said.

----------------------------------------------

Anmerkung:
Zu beachten ist, daß gut der halbe Gewinn durch einen Unternehmensverkauf zustande kam.

Positiv:
- Hoher Gewinnzuwachs (ca. 100% ohne extraordinary) auch zum vorhergegangenen Quartal.
- Sehr wichtig: nach vielen Quartalen auch wieder Umsatzwachstum (zum Vorquartal), die "value added services" beginnen sich auszuzahlen.
- Das Quartal (ohne extraordinary) hochgerechnet aufs Jahr ergibt ein KGV von 12.
- Außerdem hat Videsh 82 Rp Cash pro Aktie bei einem Kurs von 164 Rp.
- Finanzkraft der Tata Gruppe

Negativ:
- Wachstum muß in den nächsten Quartalen bestätigt werden.
- Allgemeine Börsenschwäche der letzten Tage

----------------------------------------------

Research unter:

http://www.capitalmarket.com/BrokerResearch/PDFs/21-71093-08…
http://www.capitalmarket.com/BrokerResearch/PDFs/3-71850-291…

[bmann025]

One Fine Friday...Sense-x smiles

A long weekend awaits investors and thankfully they have reasons to have a nice weekend. Investors, market players and even market watchers who were getting sleepless nights for the last few days can take a breather. Thanks to the statement from SEBI stating that `baseless rumors were being floated in the market,` the markets got a new lease of life. This coupled with Moody`s upgrade of India`s foreign currency ratings to investment grade set the ball rolling. Better than expected results by Maruti, Satyam, Tata Motors, etc. coupled with aggressive institutional buying and Microsoft`s upbeat forecast boosted market sentiment. The Sensex bounced back by over 4% after crashing by nearly 500 points in the last three sessions. The Sensex opened at 5,646.33, fell to a low of 5,596.57 and hit a high of 5,832.74 before finishing at 5,816.64, up almost 4% or 222.90 points from the previous close. The buying was across the board and bulls once again got firm control on market proceedings.

All the Sensex stocks ended in positive territory except ITC and HDFC Bank. Among the major gainers were BHEL (up 12%), GAIL India (up 13%), Hero Honda (up 8%), M&M (up 13%), Zee (up 11%), Maruti (up 13%) and Tata Motors (up 13%). The broader NSE Nifty shot up by 87.45 points to 1,857.95. The BSE100 advance decline ratio was 9:1.

Power stocks witnessed smart rally from lower levels. BHEL spurted by 11% to close at Rs567 followed by BSES and Tata Power(up 7%). However ITC was the only prominent loser in the Sensex. The script slipped by Rs41 to close at Rs1037. Reliance bounced back from lower levels. The scrip surged by Rs27 to close at Rs560. SBI was the another big gainer today after a fall in the last couple of days. The scrip surged by Rs45 to close at Rs628. Others like Satyam, Tisco, Zee, HPCL, Gujarat Ambuja and ACC registered smart gains.

Among the auto stocks Bajaj Auto ended with a gain of 4.11% at Rs987, Hero Honda spurted by over 8% at Rs460 while TVS Motors ended in negative territory to close at Rs104. Among the four wheeler auto stocks Ashok Leyland ended with a loss of 1.78% at Rs259, Tata Motors spurted by over 10% at Rs167.50 while M&M ended at Rs408 a jump of over 13% from the previous close.

Frontline tech stocks led today`s tech rally. Infosys jumped by over 6% at Rs5480, Satyam spurted by almost 10% at Rs343 while Wipro ended with a gain of over 5% at Rs1727. Among the other prominent gainers were I-Flex(8.39%), Mastek(5.90%), Neucleus Soft(19.92%) and Visualsoft(8.49%).

Tisco led the rally among steel stocks. The stock gained 8.58% at Rs430, SAW Pipes gained 5.37% at Rs295 while Jindal Iron jumped 9.3% to close at Rs270. Among the other prominent gainers were Tata Metalic(7.77%), SAIL(8.35%) and Jindal Vijaynagar(5.22%).

Among the banking stocks SBI jumped 7% to close at Rs626.20, IOB jumped almost 10% to close at Rs39 while PNB ended with a gain of 6.37% at Rs273. Canara Bank however was the biggest gainers among all banking stocks, with the stock spurting by over 16% at Rs150.25. Among the private sector banking stocks Centurion Bank jumped 12.73% to close at Rs21.70, IDBI Bank spurted by over 10% to close at Rs52.50 while UTI Bank ended with a loss of 4.16% at Rs159.

Cement stocks which have been laggards in the current bull run also saw good buying interest with ACC jumping by 5.20% at Rs242, Gujarat Ambuja cement gained 3.84% at Rs286.70 while India Cement ended with a gain of 5.04% at Rs42.70.

[bmann025]

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Punjab Tractors Ltd 30-Jan-04 Quarterly Results
RCF 30-Jan-04 Quarterly Results
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Mc Dowell & Company 31-Jan-04 Quarterly Results
Motor Industries Company 11-Mar-04 Quarterly Results
Syngenta India 31-Mar-04 Quarterly Results

[RRichter]

Mir sind Einzelwerte deswegen zu riskant, weil ich nicht die Zeit habe mich wirklich damit zu beschäftigen. Indien als Beimischung für mein Portfolio fände ich aber schon interessant.

Kennt jemand einen gut gemanagten Fonds?

[auro]

...vielleicht erscheint dir dies interessant:

http://www.abn-zertifikate.de/quotes/quotes_detail.asp?Zerti…

[Boersenkuh]

Danke bmann025 ! Sehr interessant!

[bmann025]

Sunday January 25, 5:06 PM

Bombay shares seen rebounding on results

BOMBAY (Reuters) - Indian shares are expected to climb steadily this week, settling down after recent volatility as foreign funds step up buying and local institutions boost exposure on robust corporate results, traders said on Sunday.

Some of them expected the key index to rebound to the psychologically important level of 6,000 points by the end of the week after some clarity on the market regulator`s stand on participatory notes emerged.

Moody`s upgrade of India`s sovereign rating to investment grade and data showing good foreign fund buying would also keep sentiment upbeat, traders said.

"We should see a stable market. I see a slow and steady improvement as foreign funds come back after SEBI cleared up the uncertainty about participatory notes," said Ketan Jhaveri, a director at D H Securities.

He said quarterly results should start driving stocks once again after they were overshadowed by other issues last week.

Markets are closed on Monday for India`s Republic Day holiday. Trading resumes on Tuesday.

Shares hit a one-month closing low on Thursday after a three-day sell-off sparked by fears the regulator would severely restrict hedge fund activity via participatory notes, worries foreign funds would exit in the run-up to general elections and a spate margin calls in a falling market.

The Securities and Exchange Board of India (SEBI) said after the close of trade on Friday that foreign institutional investors could issue or transfer participatory notes only to regulated entities from February 3.

But crucially, it also said it would give foreign funds five years to wind down participatory notes already issued to unregulated entities.

These notes are derivative instruments issued to unregistered foreign funds that want an exposure to Indian markets without going through regulatory hassles.

Moody`s Investors Services raised India to investment grade on Thursday, citing India`s healthy external finances and vibrant economy, which helped the index bounce back on Friday.

Data showing foreign funds had bought a net $115.5 million worth of Indian shares in the three days to Thursday, following intermittent sales, also helped the rebound.

Foreign fund purchases of $6.7 billion in 2003, the highest in any year since foreign portfolio investors were allowed into India a decade ago, had lifted the index up 73 percent last year.


FUNDAMENTALS STRONG

The key index is headed well beyond 6,000 points in the long term, even though short-term volatility will be inevitable, analysts said. Local dips provide excellent buying opportunities since results have been good in most sectors, they said.

"We are looking at 6,800 by the end of the calendar year, given the fundamentals," said Abhay Aima, country head of equities and private banking at HDFC bank.

"We are going to see intra-day volatility, but that won`t shake the inherent strength of the rally. Anything below 6,000 is a good buying opportunity."

He said the buying would be broad based because of good corporate results across sectors.

Following are key companies scheduled to release quarterly earnings during the week:


TUESDAY

Bharat Electronics, Blue Star, Container Corp, Crompton Greaves, Dena Bank, Hexaware Tech, IDBI Bank, Kesoram Industries, Kotak Mahindra Bank, Moser Baer, Shipping Corp, United Breweries, Zee Telefilms.


WEDNESDAY

Amara Raja Batteries, Apollo Tyres, Asian Paints , CMC, Cummins India, Dabur India, Gujarat Gas, HCL Infosystems, Indian Petrochemicals, Nicholas Piramal, Nirma, Sterlite Industries and Sun Pharma.


THURSDAY

Bank of India, Corporation Bank, Eicher Motors, Madras Cements, HCL Technologies, ICICI Bank, Reliance Industries and Steel Authority of India.


FRIDAY

Bank of Baroda, Bharat Heavy Electricals, Bharat Petroleum Corp, Dr Reddy`s Lab, Hindustan Petroleum Corp, ITC, Larsen & Toubro, Oil and Natural Gas Corp, NIIT, Mahanagar Telephone Nigam, State Bank of India

[bmann025]

Bharti +16%
Marktkap. von ca. 4.5 Mrd Euro immer noch sehr niedrig für den größten GSM Betreiber Indiens. China Mobile hat zum Vergleich 70 Mrd.


--------------------------------------------------------
Terrific Tuesday...Sensex jumps 3% 1/27/2004 4:05:41 PM IST

The bulls were in a cheerful mood after a long weekend, which gave them an opportunity to recharge their batteries after a rollercoaster ride last week. The main catalyst for the rally was SEBI`s clarification on the Participatory Notes (PN) issue. The market regulator says that there is no change in its policy towards foreign investment. It only seeks to ban unregulated entities from investing in India through the PN route. As a result, there was relentless buying in ACC, Tata Power, SBI, Reliance, Tata Power and Bharti Tele-ventures.

The Sensex shot up by over 3% or 176.42 points to end at 5,993.06 after hitting an intra-day peak of 6005. After losing nearly 500 points in three days through Thursday, the Sensex has now recovered more than 400 points in just two days. The rally was pretty much across the board with sectors like auto, technology, steel, banking, PSU, power and cement leading from the front. There was aggressive buying by the foreign funds on the back of some strong quarterly numbers. Government`s announcement that it would go ahead with the stake sale in CMC, IPCL and IBP also boosted sentiment. Major companies such as Infosys, Tata Motors, Tisco, Satyam, Maruti and ACC have beat market expectations.

Power related shares zoomed after Reliance said that it was setting up the world`s biggest gas-based power plant in Uttar Pradesh for US$2.2bn. As a result, Reliance Energy shot up by 9% to close a Rs559. Others like Tata Power (up 6%), BHEL and ABB also logged smart gains.

Bharti Tele was the biggest gainer in the market due to aggressive institutional buying interest. The scrip shot up by 16% to close a Rs147 after touching day`s high of Rs152 backed by 10mn shares traded on NSE . Auto stocks were back in action on news that the automobile sector was the fasted growing sector during the April to December period. Tata Motors climbed up by 10%(Rs50) to close at all time high of Rs510. Cement stocks witnessed smart rally. ACC was the biggest gainer after the company reported 10% jump in Q3 net profit. The scrip surged by 8%(Rs21) to close at Rs261 followed by Gujarat Ambuja which ended with a gain of 5% to close at Rs302. Reliance was in action on news that the gas exploration will start from KG Basin this year. Zee witnessed fresh buying on back of 20% rise in Q3 net profit. The scrip advanced by 2% to close at Rs159. SBI witnessed fresh buying ahead of results. The scrip gained Rs26 to close at Rs648. However HDFC and Ranbaxy witnessed profit booking. Tisco(up 4%), L&T, ITC and Infosys exhibited smart gains.

Among the two wheeler stocks Bajaj auto ended at Rs1001 up 2.15% from the previous close, Hero Honda closed at Rs464.25 up 2% while TVS Motors ended at Rs111.30 up more than 6%. Among the four wheeler stocks Ashok Leyland ended with a marginal gain of 0.48% at Rs261.20, Tata Power spurted by 9.50% to close at Rs510 while M&M ended with a gain of 4% at Rs422.

The rally in the steel stocks was led by Tisco which gained 4.36% to close at Rs444.30, SAIL was up 3.7% at Rs46.35 while SAW Pipes ended with a modest gain of almost 1% at Rs297. On the other hand Jindal Iron ended at Rs266 down 1.28% from the previous close and Jindal Steel closed at Rs574 down 2.7%.

Cement stocks were in limelight today with ACC leading the rally. ACC jumped more than 8% to close at Rs261.45 and Gujarat Ambuja gained 3% to close at Rs302.

The tech stocks saw renewed buying interest with Infosys closing the day with a gain 1.94% at Rs5591, Satyam was at Rs342.55 a gain of 3% while Wipro ended at Rs1734 a gain of 0.59% from the previous close. Among the other significant gainers were Digital Global(4.27%), NIIT(4.87%) and Hughes Software(5.84%).

PSU Banks continue to attract buying interest with SBI gaining almost 4% to close at Rs624.50, PNB ended with a gain of 3.58% at Rs281 while Canara Bank ended at Rs156.45. Among the other significant gainers were UTI Bank(4.29%), Oriental Bank(4.58%) and ICICI Bank(4.70%).

Pharma stocks rallied with Dr.Reddy`s Lab ending with a gain of 4.19% at Rs1430, Ranbaxy was down 0.54% closing at Rs1024.25 while Auribonda Pharma ended with a gain of 0.67% at Rs419.

[bmann025]

Bulls break as bears barge in 1/28/2004 3:59:45 PM IST

The bears returned in full force on the markets and the bulls took a break ahead of tomorrow`s F&O settlement. There was blood bath in the market with the Sensex crashing by over 100 points after a rally of 400 points in the last two consecutive sessions. The market witnessed relentless selling pressure in the stocks like Infosys, Wipro, SBI, Tata Power, HLL and Hindalco. After a strong opening, the Sensex nose-dived by 215 points from an intra-day high of 6031 and ended 117 points (1.8%) lower at 5876. The combined turnover of the cash and F&O segments touched a record Rs317.82bn. The profit booking from higher levels was seen across the board in sectors such as technology, auto, steel, banking, FMCG and pharma. The market was highly volatile because the January derivatives contracts would expire tomorrow. There were rumors that institutions were squaring off their January F&O positions. This had an adverse impact on the cash market. Investors are not likely to take any risks as the 13th Lok Sabha would be dissolved on 6th February and general elections would be held in late March and early April. BSE IT index fell 2.5%, the Consumer Durable Index dropped 3.8%, and the Bank Index shed 2.7%. The BSE 100 advance-decline ratio was 1:3.

There was sharp fall in FMCG major -HLL. The scrip slipped by Rs8 to close at Rs193. Tata Motors was strong in the otherwise weak market on rumors of institutional buying interest. The scrip surged by Rs10 to close at Rs520 after touching day`s high of Rs531 on hefty volumes of over 14mn shares traded on NSE. Hindalco was the biggest loser in the market due to profit booking. The scrip lost Rs60 to close at Rs1253. Cement stocks witnessed profit taking from higher levels while there are rumors of increase in cement price. ACC lost nearly Rs2 to close at Rs258 after touching day`s high of Rs271 followed by Gujarat Ambuja, L&T and Grasim. Wipro was hammered by 4% to close at Rs1648. HDFC was the prominent gainer amongst the Sensex stocks. The scrip climbed up 6% to close at Rs655. Others like Satyam, HCL Tech, Reliance and Tisco witnessed profit booking.

The auto stocks witnessed profit booking. Hero Honda ended at Rs457.50 down 1.5% from the previous close, TVS Motors lost more than 5% to close at Rs105.30 while Bajaj Auto ended at Rs995 almost unchanged from the previous close. Among the four wheeler stocks Ashok Leyland crashed by almost 6% at Rs248, M&M slumped by 5.50% at Rs398 while Tata Motors ended with a modest gain of 1% at Rs516.

Among the tech stocks Infosys lost 2.8% to close at Rs5410, Satyam was down 3.1% at Rs331 while Wipro ended at Rs1644 down more than 5% from the previous close. Among the other significant gainers of the day were I-Flex(2.44%) and NIIT(5.21%). On the other hand Hughes Software(4.73%) and Digital Global(2.13%) were the prominent gainers of the day.

Steel stocks were down with Tisco ending the day at Rs436 down 1.62%, SAW Pipes ended with a loss of 2.58% at Rs290 while SAIL closed with a loss of 2.38% at Rs45.15. Among the other losers of the day were Jindal Iron(3.5%) and Jindal Steel(4.21%).

Among the banking stocks SBI ended with a loss of 2.34% at Rs633, Andhra Bank crashed by 8% at Rs51 and Union Bank ended with a loss of over 2% at Rs54.30. PNB on the other hand gained over 4% to close at Rs292 while Kotak Mahindra Bank spurted by almost 9% to close at Rs 406 and UTI Bank closed at Rs170.50 up 2.5% from the previous close.

[bmann025]

Sensex bears another loss 1/29/2004 4:11:30 PM IST

The market were extremely volatile in today`s trade with the Sensex yo-yoing throughout the day. The Sensex fluctuated between a high of 5913 and a low of 5774 during the day. Finally selling pressure pulled the Sensex down and it ended with a loss of 73 points at 5803(1.25%). HLL, Cipla, Infosys, Wipro and Satyam were the major losers amongst the Sensex stocks. Tisco, Satyam, Tata Power, Reliance and Tata Tea were in particular very volatile mainly as a result of end of account consideration in the F&O segment. There were rumors of institutions hedging and unwinding positions in the F&O segment of the market. However the Feb Nifty futures ended the day at 21 points premium to the closing Nifty in the cash market.

Among the key factors that affected market sentiment were weak global markets and declaration of quarterly results by Reliance, which were in line with expectations. Maruti (up 4%) and Tata Motors (up 2.4%) recorded smart gains in the otherwise weak market. Tech stocks continued to be badly hammered on back of Nasdaq losing nearly 4% in last couple of sessions and the US Senate passing bill restricting outsourcing to foreign countries.

Cipla was the biggest loser in the Sensex. The scrip crashed by Rs50 to close at Rs1223. Reliance ended marginal lower by Rs3 to close at Rs572 after touching day`s high of Rs586 while the company reported 27% jump in Q3 net profit at Rs10.75cr. Wipro witnessed sharp fall on back of sharp in its ADR. The scrip shed by Rs72(4.5%) to close at Rs1573. On the other hand BSES was in demand on news of company setting up mega power plant in Uttar Pradesh. The scrip advanced by Rs15 to close at Rs550. Infosys slipped by 3% to close at Rs5253. On the other hand, Tata Power, ITC and Grasim(up 3%) witnessed smart rally. Zee (down 3%), Hindalco, HLL and ICICI Bank were under selling pressure.

Among the auto stocks Ashok Leyland ended with a modest loss of 0.72% at Rs248, Tata Motors ended at Rs530 a gain of 2.3% from the previous close while M&M ended at Rs406.45 a gain of 0.63% from the previous close. Among the two wheeler stocks Hero Honda was down 2.60% at Rs447 while TVS Motors ended with a gain of over 3% at Rs 109.

Steel witnessed profit booking at higher levels with Tisco ending at Rs429.50 down 1.29%, SAW Pipes was down 2% at Rs283 while SAIL closed at Rs45.75 a gain of 1.67% from the previous close.

Tech stock were weak in today`s trade with Infosys ending at Rs5284 down 2.63%, Satyam was down 2% at Rs327, while Wipro ended at Rs1580 down Rs 72 from previous close. Among the other prominent losers of the day were I-Flex(3.39%) and HCL Tech(3.43%). On the other hand Hexaware(5.76%) and Global Tel(1.29%) were among the gainers of the day.

Among the cement stocks ACC ended at Rs260 up 0.91%, Gujarat Ambuja closed

[bmann025]

Mahanagar Telephone Nigam Ltd has posted a net profit of Rs 4,628.41 million for the quarter ended December 31, 2003 as compared to Rs 2,170.63 million for the quarter ended December 31, 2002. Total income has increased from Rs 15,205.82 million in the Q3-02 to Rs 16,202.70 million in the quarter ended December 31, 2003.

Zahlen sind auf den ersten blick sehr gut.
Der starke Gewinnzuwachs kommt zustande, weil man beim Posten "depreciation" ausnahmsweise einen Gewinn gebucht hat. Ohne dieses hat man immernoch ein moderates Wachstum und KGV von 10. Nicht schlecht für den 2.größten Festnetzbetreiber Indiens mit Expansion in den Mobilfunkmarkt.

[bmann025]

MTNL heute nicht so toll nach den Zahlen: -4%

-------------------------------------------
Market drifts lower for 4th successive day

Notwithstanding the Government`s reiteration of India Shining in the Interim Budget, the stock market crashed for the fourth consecutive day on relentless broad based selling pressure. A record of sorts was made with the Sensex nose-diving by 372 points (6%) in four consecutive trading days.

The Interim Budget by Finance Minister Jaswant Singh failed to cheer the capital market despite extending the long-term capital gains tax benefit by three years. Most Sensex pivotals like ACC, Dr Reddy`s (down 8%), Tata Power (down 6%), Tisco, Zee (down 10%) and SBI were hammered drastically. The Sensex lost 65 points to close at 5632 after touching a day`s low of 5550.

Banking stocks witnessed a sharp fall after Finance Minister announced that banks would be providing loans to farmers at lower interest rate. There was blood-bath in PSU stocks after the Government deferred GAIL India disinvestment by a month. The BSE PSU Index lost 5.4% while BSE100 Index shaved 2.8% with the advance-decline ratio of 1:4. Other sectors such as auto, technology, steel and pharma were also ruling weak.

However, sugar stocks rallied after the Finance Minister announced a special package. Upper Ganga shot up by 19% to close at Rs34 followed by KCP Sugar and Dhampur Sugar.

Shipping stocks too were in demand in a weak market after the Finance Minister announced the introduction of tonnage tax. GE Shipping surged by 3% to close at Rs147. Others like Varun Shipping and SCI recorded handsome gains as well.

Among the Sensex stocks - Dr Reddy was the biggest loser due to poor quarterly results declared by the company. The scrip crashed by over 8% to close at Rs1290. SBI recorded sharp fall of 5% to close at Rs567. Cement stocks were weak while ACC reported 17% jump in January cement dispatches. The scrip lost 5% to close at Rs241 followed by Grasim and Gujarat Ambuja, which too witnessed selling pressure. Tata group stocks especially Tata Power(down 5%) and Tisco(down 5%) were losing ground after a rally in the last few sessions. However BHEL witnessed fresh buying on back on impressive results and handsome book order positions. The scrip spurted by 5% to close at Rs539. Others like Zee(down 11%), Wipro, Tata Motors and Cipla (down 5%) ended weak. However Hindalco, ICICI Bank and BSES managed to end in positive territory.

Among the auto stocks Bajaj Auto ended with a gain of 2.6% at Rs1025, Hero Honda closed with a loss of 1.86% at Rs442.60 while TVS Motors ended with a gain of 1.77% at Rs102.50. Among the four wheeler stocks Ashok Leyland lost Rs12 at Rs221, Tata Motors ended marginal down at Rs517 while M&M closed at Rs414 up 1.16% from the previous close.

Steel stocks saw selling pressure with SAIL crashing by 6.5% at Rs 41.80, Tisco closed with a loss of 4.60% at Rs387.50 while SAW Pipes ended with a loss of 6.58% at Rs253.25.

Satyam was the biggest losers among the tech stocks. The stock crashed by 7.65% at Rs294, Infosys ended with a loss of 0.42% at Rs5190 while Wipro closed at Rs1527 a loss of 2.10% from the previous close. I-Flex(2.73%), HTMT(7.16%) and NIIT(10.60%) were among the other losers of the day.

Banking stocks were badly hammered with SBI losing Rs22 to close at Rs571 and PNB lost 6.78% to close at Rs240.50. Canara Bank (10.50%), Bank of India (11%) and Union Bank(9%) were among the other losers of the day.

[bmann025]

MTNL heute +5.1% dafür VSNL -2.8%.
Schwer nach vollziehbar das hin und her.

Interim-relief....Bulls accelerate on Dalal Street

The markets seem to have got some interim relief from the recent onslaught of the bears. Call it a relief rally or attribute it to a technical bounce back. The bulls seem to have stepped on the accelerator with sustained buying seen across the board. After a correction of over 400 points in the last four consecutive days, the Sensex climbed by 2.4% thanks to relentless buying in Tisco, Tata Motors, ACC, Reliance and Hero Honda. Auto, steel, tech, cement, PSU and even pharma were in the limelight.

There was renewed institutional buying. Impressive corporate results, rumors of price hike in steel and cement lifted the market sentiment. The market was volatile in the afternoon session and the intra-day volatility was nearly 200 points between a day`s high of 5770 and low of 5575. Finally, the Sensex ended 136 points higher (2.4%) to close at 5757. BSE PSU index rose by 4.2% and BSE100 Index was up by 3.6%. The advance-decline ratio stood at 4:1.

Media major - Zee was the biggest gainer in the Sensex after a fall on Tuesday. The scrip shot up 16% to close at Rs156. Steel major -Tisco was back in action on rumors of hike in steel prices. The scrip surged by Rs30(up 8%) to close at Rs417. Tata Motors witnessed smart gains on back of impressive results. The scrip surged by Rs33 to close at an all time high of Rs545. Cement stocks witnessed fresh buying on hopes of hike in cement price. ACC surged by Rs14(6%) to close at Rs257 followed by L&T and Gujarat Ambuja(up 4.5%). Reliance witnessed smart rally from lower levels due to bargain hunting. The scrip surged by Rs19 to close at Rs575 after touching day`s low of Rs550. Hero Honda was in top gear due to impressive January vehicle sales. The scrip advanced by Rs31 (7%) to close at Rs465. Technology majors -Infosys and Satyam(up 5%) recorded smart gains from lower levels. However HDFC and ITC ended(down Rs20) in negative territory. Others like BSES(up Rs39), Dr Reddy`s and BHEL witnessed smart gains.

Among the tech stocks Infosys gained 3% to close at Rs5354, Satyam ended with a gain of 4.53% at Rs304.40 while Wipro ended with a modest loss of 0.18% at Rs1520. I-Flex(8.67%), HTMT(6.16%) and Hexaware(6.80%) were among the other gainers of the day.

Among the auto stocks Ashok Leyland jumped 11% to close at Rs245.55, Tata Motors gained 7% at Rs544.35 while M&M ended at Rs440 a gain of over 7% from the previous close. Among the two wheeler stocks Hero Honda jumped almost 6% to close at Rs465, TVS Motors gained 5.26% to close at Rs108.05 while Bajaj Auto ended with a gain of over 3%.

Steel stocks attracted buying with Tisco leading the rally. The stock gained almost 8% to close at Rs416.50, Jindal Iron jumped 7.23% at Rs249.50 while Jindal Steel closed at Rs542 a gain of 4.89% from the previous close. SAW Pipes(1.33%), SAIL(9.28%) and Tata Metalics(14.28%) were among the other gainers of the day.

SBI led the rally in banking stocks with a gain of 4.69%. PNB closed at Rs245.30 a gain of 2.81% from the previous close while Oriental Bank spurted by almost 9% to close at Rs245. Bank of Baroda(4.68%), Union Bank(4.65%) and Vijaya Bank(5.24%) were among the other gainers of the day. On the other hand Corporation Bank ended with a loss of 2.14% at Rs244.50.

[bmann025]

Singapore Telecom ist wegen der Beteiligungen in Südostasien und Indien nicht uninteressant.


Subsidiaries

NCS - leading IT service provider in the region which helps customers create business value and gain competitive edge through the strategic implementation of IT.
SingNet - leading Internet Service Provider in Singapore.
Optus - second largest communications company in Australia, acquired by SingTel in October 2001.
Joint Ventures & Associated Companies

APT Telecom - offers external telecommunications services in Hong Kong through APSTAR satellites and other systems.
Singapore Post - leading postal service provider in Singapore with more than 60 main branches and over 90 authorised agencies island-wide.
Overseas Investments

Advanced Info Service - leading cellular operator in Thailand, 41 per cent owned by Shin Group and 21 per cent owned by SingTel.
APT Satellite - primarily provides high quality satellite transponder and telecommunications services for the broadcasting and telecommunications sectors.
Belgacom - the leading and incumbent communications company in Belgium, owned by the Belgian State, SBC communications, Tele Danmark and SingTel.
Bharti - one of the largest private telecom groups in India, 32 per cent owned by SingTel.
Globe Telecom - an integrated telecom provider in the Philippines, owned by Ayala Corporation and SingTel.
New Century Infocomm - a consortium formed by SingTel and the Far Eastern Group of Taiwan, offering voice and data services.
Telkomsel - Indonesia`s largest mobile service provider, 35 per cent owned by SingTel.

[bmann025]

The Tata group will take a slew of measures, including acquisition of a broadband-cum-internet company, and an investment of Rs 5,000 crore (Rs 50 billion) in 11 new telecom circles, as part of its organic and inorganic expansion plans, reports UNI, quoting a key Tata Industries official. Also, Tata-owned VSNL`s undersea cable project will go on stream in September this year.

Though he refused to divulge the name of the company, Kishore Chaukar, MD, Tata Industries said, "A due diligence process for acquiring the company started a week back."

Meanwhile, VSNL has already announced its plan to buy the Internet services business of Chennai-based Dishnet DSL Ltd. Dishnet`s services cover over 200 cities in the country. "Tatas are targetting 15 million broadband subscribers in the next 5-6 years, out of the expected 50 million customers in the country by that time," said Chaukar.

Besides, Tata Tele Services Ltd, TTSL, would spend Rs 5,000 crore (Rs 50 billion) in starting its operations in 11 new circles, for which the company has already acquired unified telecom service licences. This will provide TTSL an almost national footprint. The company is currently operating in six circles, Andhra Pradesh, Delhi, Gujarat, Karnataka, Tamil Nadu and Maharashtra. It has a total of around 1.5 million subscribers across its networks.

The new circles include Kerala, Punjab, Haryana, UP(West), UP(East), Rajasthan, Madhya Pradesh, West Bengal, Himachal Pradesh, Bihar and Orissa.

The other major wireless operators such as Reliance Infocomm, Bharti and Bharat Sanchar Nigam Ltd, BSNL, already have similar footprints across the country.

Chaukar further assured VSNL`s Chennai-Singapore submarine cable project would go on stream in September. It is setting up the Tata Indicom Chennai-Singapore Cable System with an estimated cost of around $100 million. The 3,100 kilometre-long fibre optic cable network, linking Chennai with Singapore, is slated to have an initial carrying capacity of 320 gigabytes of data per second. On completion, the cable would carry around 5.12 terabytes of data per second, making it one of the fastest under sea cable networks in the world.

VSNL had signed a Memorandum of Understanding, MoU, with US-based Tyco Communications for setting up the cable on a turnkey basis.

[bmann025]

SingTel 3Q Earnings Triple On Forex Gains, Optus

By Sai Man
Of DOW JONES NEWSWIRES

SINGAPORE (Dow Jones)--Singapore Telecommunications Ltd. (S12.SG), Southeast Asia`s largest telecoms group, Thursday said foreign exchange gains and a strong performance by regional operations led to a threefold jump in net profit during its financial third quarter ended Dec. 31.

Singapore`s biggest listed company, which has assets in Australia, India, Indonesia, Thailand and the Philippines, said net profit rose to S$854 million (US$1=S$1.6932) from S$296 million a year earlier, beating expectations. Six analysts polled by Dow Jones Newswires had expected a net profit of S$521 million before exceptional items.

In a sign of confidence, SingTel said it`s hopeful of meeting financial targets for the full year and beyond. Its investors are also hoping for a special dividend from the planned sale of 12%-owned associate Belgacom SA (B.BGM) in the current (fourth) quarter through an initial public offering.

"We are confident of delivering double digit earnings growth for the medium term," Chief Executive Lee Hsien Yang said.

"Clearly an event as an initial public offering such as for Belgacom would be taken into consideration," for any special dividend, he said, but declined to elaborate.

The third quarter was a good one for SingTel whose Optus unit in Australia continued to power ahead, accounting for two-thirds of the group`s S$3.02 billion revenue. It was the first time SingTel`s quarterly revenue surpassed S$3 billion.

Optus earned a net profit of A$126 million, 5.7 times more than the A$22 million a year earlier. In Singapore dollar terms, Optus profit was at S$156 million in the quarter, 7.1 times higher on year, helped by the 23% appreciation of the Australian dollar against the Singapore dollar in 2003.

SingTel also announced a S$223 million exchange gain due to repayments on an Australian dollar loan from Optus to SingTel, which now impacts the group`s financial statement after being reclassified as a short-term loan.

"The company is clearly in another orbit of earnings growth and incidental factors like the strength of the Australian dollar only serve to strengthen its position further," said DBS Vickers analyst Himanshu Chaturvedi in a research note.

Regional Assets Continue To Grow, Singapore Doesn`t

While the overall share of profit from associated companies fell because of an exceptional charge related to SingTel`s stake in Belgacom, its other investments continued to grow.

Belgacom shaved S$262 million off associate contributions mainly because it had to make payments relating to pension liabilities to the Belgian government as part of the IPO process. The Belgian government is Belgacom`s biggest shareholder.

At the group level, an exceptional gain of S$186 million relating to sales of some long-term assets partially helped offset this.

Excluding the Belgacom charge, the net profit from associates` ordinary operations more than doubled to S$424 million from S$203 million.

SingTel`s investments in the mobile phone businesses in Thailand, the Philippines, Indonesia and India continued to pay off in the December quarter, the company said.

Thailand`s Advanced Info Service PCL (H.AIS), Indonesia`s PT Telekomunikasi Selular Indonesia, India`s Bharti Tele-ventures Ltd. (P.BTV) and Globe Telecom Inc. (Q.GTL) of the Philippines - added a combined 11.2 million subscribers as of Dec. 31 from a year earlier - seven times more subscribers than SingTel has in Singapore.

The overseas growth, including that of Optus, reflects SingTel`s policy in recent years of expanding outside Singapore to offset competitive pressures at home arising from the full liberalization of telecoms back in 2000.

SingTel`s operations in tiny Singapore continued to shrink. Revenue shrank 8.4% to S$973 million on a proforma basis, falling for the first time below S$1 billion.

In Singapore, sluggish economic conditions has dampened demand for information technology services, while revenue from international dialing, once SingTel`s main cash cow, fell 12% to S$180 million.

The local mobile operation saw revenue rise 1% to S$207 million, as average spending by customers remained firm, SingTel said, despite signs that third-placed operator StarHub is gaining market share. StarHub grew its market share to 25% in the third quarter from 20% a year earlier, while SingTel`s has slipped to 44% from 48% a year earlier.

Singapore is a small market of four million people where 83% of the population own a mobile phone and where fixed telephone lines have been declining in the past three years.

Revenue from Australia, rose despite signs of maturity in the market. The Optus mobile business generated S$915 million in revenue, up 18% on year, despite the fact that 77% of Australia`s population already own a mobile phone.

[bmann025]

Cellular customer base up 109% yoy 2/5/2004 6:35:59 PM IST

The country`s rapidly expanding cellular industry saw net monthly additions of more than 13 lakh in January 2004, data released on Thursday by the Cellular Operators Association of India (COAI) showed.

This the fourth time in as many months that net monthly cellular additions has touched over 10 lakh. It may be recalled that in Sept 2003, the all-India net monthly additions had dropped below the 10 lakh mark after crossing that milestone in the preceding three months.

India`s mobile subscriber base swelled by 109% in January 2004 to 23.36mn from 11.16mn at the end of the same month last year, the COAI data revealed. At the end of December 2003, the country`s cellular subscriber base stood at 21.99mn users.

The COAI data showed that 1,374,853 new mobile connections were added during January 2004 compared with 1,265,793 in December 2003.

Cellular subscriber base in the "Metro" circles expanded by 77% to 7.37mn, "A" circle by 127% to 8.55mn, "B" circle saw its base go up by 130% to 6.50mn, and "C" circle grew by 134% to 941,831 users.

[bmann025]

Wegen des großen Interesses und auf vielfachen Wunsch folgt hier ab heute ein Kursliste ausgewählter Telekomwerte:

Kurs Veränderung
BRTI.BO 139.65 +8.80%
MTNL.BO 133.00 +2.15%
VSNL.BO 159.05 +0.25%
STEL.SI 2.15 +3.37%

[bmann025]

Sehr positiver Trend für GSM Betreiber Bharti:
------------------------------------

Cell firms regain lost ground
600,000 more new subscriptions than in CDMA networks

Our Economy Bureau
Published : February 6, 2004

Cellular telecom operators seem to be regaining lost ground. They snapped up close to 1.37 million new subscribers in January, while slightly over 200,000 people signed up for CDMA-based mobile telephone services last month.

This is the first time in six months that the gap between new GSM and CDMA subscribers has gone over 600,000. In July last year, CDMA operators had overtaken cellular firms in new subscriptions.

The slowdown in CDMA growth is primarily because Reliance Infocomm, which was adding over 400,000 users every month on average, managed to sign on only 170,000 new users in January.

In December, too, GSM networks had added 1.2 million users while CDMA networks added over 600,000 users. In previous months, CDMA operators were matching GSM operators by adding close to 1 million new subscribers.

Commenting on the situation, T V Ramachandran, director-general, Cellular Operators Association of India, said: “This means the market is stabilising. India is falling in line with the global trend, where 80 per cent of new mobile users are being added on GSM networks.”

S C Khanna, secretary-general, Association of Basic Telecom Operators, said: “While the dip in growth is a matter of concern, it would not be fair to compare with GSM growth since there are 72 GSM networks in the country against 25 CDMA networks. The launch of CDMA pre-paid cards is likely to ramp up numbers in the coming months.”

This, however, takes the number of mobile telephone subscribers at the end of January to over 30 million, of which 6.4 million are in CDMA networks.

Reliance Infocomm continues to be the largest mobile telecom operator with 6.4 million cell users, including 700,000 users of its GSM network in the Northeast. Bharti, with 5.8 million subscribers, is second.

The growth in BSNL’s subscriber base has also slowed down, to just over 120,000 new users, because of network capacity constraints.

BSNL had garnered almost 4 million subscribers within a year of the launch of its mobile telephone service.

[bmann025]

Merrill sees Sensex at 7000 in 12 months
By OUR MARKETS BUREAU Mumbai, 6 February

Despite volatility, the market sentiment continues to fly high with fund managers holding that the Bombay Stock Exchange (BSE) Sensex will shrug off the current round of weakness and record stronger earnings growth in the next 12 months.

In its latest survey of fund managers, DSP Merrill Lynch forecasts the Sensex touching 7,000 in the next 12 months, driven primarily by earnings growth.

But in the short term over the next one month, fund managers expect the Sensex to be range-bound, with the most bullish estimates at 6,200 and the least bullish estimate at 5,500.

The survey for February 2004 was conducted between January 1 and February 3 of 10 fund managers, managing assets of more than Rs 13,100 crore.

Andrew Holland, executive vice-president of DSP Merrill Lynch, said the bullish forecasts are not too surprising, given the fact that a lot of public issues are expected to hit the markets in the near future, and also because of the upcoming elections.

“So there will be volatility and the market will move in a trading range in the short-term. Thereafter, with strong earnings growth, the market is seen moving towards 7,000.”

“While the one-month Sensex target was spread in a wide 5,500-6,200 range, 50 per cent of the respondents expected the market to be at the 6,000 level. Over a 12-month horizon, 60 per cent of fund managers expected a range of 7,000-7,600 points, with 30 per cent expecting the Sensex to be at 7,000 points. DSP Merrill Lynch said its own Sensex target is 6,500 for December 2004,” the survey said.

Compared to the past surveys, which estimated a 12-month target of 6,500 points, the latest survey is more optimistic.

The reason is that investors have become more excited about the longer-term prospects, and also about the earnings and economic growth prospects.

According to the survey, 80 per cent of the fund managers believe that markets are fairly valued. But all of them believe that the dominant driver for the equity markets will be a change in earnings. But this target of 7,000 could move further up in the coming months.

Holland said, “Over the next six months, once elections are out of the way and the reforms process continues, you will see earnings continue to beat market expectations and I would expect that 7,000 figure to move higher. We are very bullish over the next two years.”

On equity valuations, fund managers feel the market has been fairly volatile in the last one month and market participants expect it to be range-bound in the run-up to the elections.

Now that the vote-on-account has been passed, marketmen said that the only drivers to the market would be anticipation of the next quarter or annual results of the corporate sector.

Interestingly, fund managers were bullish on automobile and metals and bearish on the fastmoving consumer goods and pharmaceuticals sectors.

But fund managers` view on technology and cement stocks remains divided. Majority of fund managers expect growth stocks to outperform value stocks, large-cap stocks to outperform small-caps and cyclicals to outperform defensive stocks.

Despite large inflows into equity funds, cash levels were at their lowest in the last year. Eighty per cent of the respondents held between zero-three per cent in cash. Two-third of the fund managers were underweight-to-neutral on cash.

Moreover, fund managers hold a bearish view on interest rates over a 12-month horizon, and expect rates to be slightly higher.

Likely arguments for this forecast could be the improving economic outlook coupled with the fact that interest rates are at near historic lows.

[bmann025]

Indien Links:

http://in.biz.yahoo.com/local/ +++
http://in.finance.yahoo.com/q?m=b&s=brti.bo&d=t&s=mtnl.bo&s=…" target="_blank" rel="nofollow ugc noopener">http://in.finance.yahoo.com/q?m=b&s=brti.bo&d=t&s=mtnl.bo&s=…
http://www.nse-india.com/ +++
http://economictimes.indiatimes.com/ +++
http://www.indiainfoline.com/ ++
http://www.moneycontrol.com/indexnew.php ++
http://www.business-standard.com/ ++
http://www.capitalmarket.com/ ++
http://www.thehindubusinessline.com/blnus/
http://www.indien-newsletter.de/

[bmann025]

VSNL: (VSNL hält 19% an Tata Teleservices und wird selbst vom Tata konzern kontrolliert)

Tata Tele to invest $700 m for adding 10 m lines
C CHITTI PANTULU

TIMES NEWS NETWORK[ SATURDAY, FEBRUARY 07, 2004 02:57:34 AM ]
HYDERABAD: With licenses for 11 more circles in its pocket, the Tata group’s telecom businesses have got into an aggressive mode and telecom as a whole is set for a major rejig in the group apart from major investments in the coming months.

Tata Teleservices will be adding 10 million lines capacity across the 11 new circles and the six existing circles which at an investment of $70 per line works out to a total investment of $700 million by March 2005, company sources told ET.

The drive has been put on the mission mode with two separate initiatives — Project Moonwalk for adding capacity in existing seven circles, and project Blue Sky in the 11 circles that have been freshly licensed, they added.

“In the phase one the objective is to have the capacities ready at least six months ahead of rollout of services in the new circles,” the sources said. The company wants to commission the new circles by August.

Significantly, Tata Tele would be creating 20,000 new jobs in the company in the process. While 10,000 of these will be direct recruits with the company, the remaining are likely to be outsourced. The company currently employs 5,500 people.

In a simultaneous move, the broadband services of Tata Power would be integrated with VSNL to provide voice-video-data four months from now, the sources said.

[bmann025]

Name Kurs Veränderung
BRTI.BO 137.50 -1.54%
MTNL.BO 136.95 +2.97%
VSNL.BO 163.15 +2.29%
STEL.SI 2.21 +2.79%

----------------------------------------------
Bharti awards $400 mln order to Ericsson

By Shailendra Bhatnagar

NEW DELHI (Reuters) - Bharti Tele-Ventures Ltd, India`s No. 1 GSM-based mobile services provider, will buy $400 million worth of equipment from Swedish telecoms gear maker Ericsson to tap a flourishing demand for wireless services.

Bharti, 28 percent owned by Singapore Telecommunications Ltd, provides wireless services in 15 of the 23 circles making up the domestic telecoms sector, amongst the fastest growing markets globally.

One of the early entrants in India`s booming mobile market, New Delhi-based Bharti is expanding its mobile footprint to six additional circles to take on rivals like Reliance Infocomm Ltd and state-run Bharat Sanchar Nigam Ltd.

Akhil Gupta, joint managing director at Bharti, told a news conference the three-year agreement would enable the firm to outsource network planning and optimisation services to Ericsson, which has supplied equipment to Bharti since 1995.

"This will result in significant savings from the present level of expenditure on capacity," Gupta said. "This will also mean improved costing for us which we will be able to pass on to our customers."

Bharti provides mobile services to nearly six million customers and owns a fifth of the 30-million strong wireless market forecast to expand to at least 100 million users by 2005.

Analysts says India`s mobile user base is expanding faster than firms` ability to add capacity, leading to congestion.

"Mobile growth is fast reaching that J-curve we have experienced in other countries," Gupta said. "Already mobile users exceed fixed-lines in 10 cities."

Gupta said at least $300 million of funds would be arranged by a Swedish export credit agency at about four percent interest a year and the rest would be generated through internal accruals.

Gupta said Bharti was planning to tap the overseas market in the next financial year to raise up to $600 million, which will be spend on network expansion and refinancing earlier loans.

"It could be a bond or a syndicated loan or a combination of these."

Bharti, India`s most prominent telecoms stock, closed 1.5 percent lower at 137.50 rupees on the Bombay Stock Exchange, whose main index ended up 2.42 percent.

Bharti is battling more than a dozen firms including the Indian mobile unit of Hong Kong`s Hutchison Whampoa conglomerate for a larger share of the country`s mobile pie.

($1 = 45.23 rupees)

[bmann025]

Name Kurs Veränderung
BRTI.BO 138.10 +0.44%
MTNL.BO 135.40 -1.13%
VSNL.BO 165.30 +1.32%
STEL.SI 2.25 +1.81%

-----------------------

Bisher war ging in Deutscland bei Singapore Telecom (888035) kaum was um. Heute allerdings bessere Umsätze.
In Stuttgart werden immerhin je 25000 Stück in Geld und Brief geboten zu 1.03 bzw. 1.07, Spread also 4%, der umgerechnete Singapur Kurs liegt etwa bei 1.05.

[bmann025]

Name Kurs Veränderung
BRTI.BO 141.80 +2.68%
MTNL.BO 137,75 +1.74%
VSNL.BO 168,95 +2.21%
STEL.SI 2.25 +0.00%

Sensex: 5950 +0.03%

--------------------------

Sensex gains marginally while Metal stocks jump 2/11/2004 4:20:00 PM IST

Renewed buying in Tisco, ACC, Grasim, SBI and Hindalco helped the Sensex close with a gain of 17 points at 5950. The market was lackluster and the Sensex was moving in narrow range for most part of the day. The BSE volumes was down 19% to Rs24.36bn as compared to yesterday`s volumes. Metal stocks especially Nalco and Hindalco surged over 4% each on news that aluminum prices have have hit a 4 year high on LME. Cement stocks witnessed smart rally on news of cement prices rising by Rs15-25 per bag. As a result cement stocks like ACC(up 4%), Gujarat Ambuja, L&T and Grasim(up 4%) recorded smart gains.

Steel major -Tisco was in limelight in otherwise stagnant market on back of rising demand in the global market. Tisco surged by Rs12(3%) to close at Rs428. Banking major -SBI witnessed smart rally in the last hour of trade. The scrip gained by Rs13 to close at Rs626. On the other hand yesterday`s hero - ICICI Bank was hammered by Rs28(8%) to close at Rs317 on news of company coming out with a mega issue of Rs30bn - 35bn which would increase the floating stock. There was select buying in pharma stocks on account of bargain hunting. Ranbaxy gained Rs11 to close at Rs985 followed by Dr Reddy`s(up Rs23). On the other hand, BSES(down Rs9), Infosys(down Rs55), Reliance(down Rs6) and Satyam witnessed profit booking. However BSES(up Rs12), Tata Power and Zee gained marginally.

Among the steel stocks Tisco closed at Rs428.50 up 3.10%. SAW Pipes closed at Rs263 down 0.17% while SAIL closed at Rs44.50 up 1.36% from the previous close. Jindal steel closed at Rs588.50 down 1.10% and Jindal Iron closed at Rs243.50 up 1% from the previous close.

Frontline tech stocks ended down in today`s trade with Infosys ending at Rs5471 down Rs38 from previous close, Satyam was at Rs334.60 down 1%, while Wipro ended at Rs1601 unchanged from previous close. I-Flex(1.6%) and Polaris(2%) were among the other gainers of the day.

Among the auto stocks Ashok Leyland closed at Rs241.50 down 2% and Tata Motors was at Rs541.50 up 1.20%. Among the two wheeler stocks Hero Honda closed at Rs481.25 almost unchanged from previous close, Bajaj auto ended at Rs1019 up 0.75% while TVS Motors was at Rs116 down 0.25%.

[bmann025]

Name Kurs Veränderung
BRTI.BO 147.45 +3.98%
MTNL.BO 135.95 -1.31%
VSNL.BO 173.60 +2.75%
STEL.SI 2.20 -2.22%

Heute waren meine beiden Favoriten in Indien Top:

Die neue Videsh marschiert auf dem Rücken der Tata-Gruppe, (denen halb Indien gehört) weiter voran.

Bharti räumt im Mobilfunk kräftig ab, zuletzt bei den Neukunden (#53) und jetzt mit neuen Lizenzen. Da schaut die große Reliance ganz schön alt aus und wird wohl in wenigen Monaten nur noch Nr.2 sein. Auch SingTel sollte davon profitieren.

------------------------------------------------------
Bharti gets GSM licences for 5 new circles 2/12/2004 9:33:01 AM IST

Bharti Cellular Ltd. (BCL), the cellular arm and subsidiary of Bharti Tele-Ventures Ltd. on Wednesday signed and received Unified Access license to provide GSM services in 5 circles including Uttar Pradesh (East), West Bengal & Andaman Nicobar, Orissa, Bihar and Jammu & Kashmir.

With the grant of the 5 new licenses, Bharti would have a pan India footprint extending from Jammu & Kashmir to Tamilnadu, and from Goa to Andaman & Nicobar. The population covered under its license area has moved up from 600mn to 932mn, about 91% of all India population.

[bmann025]

Name Kurs Veränderung
BRTI.BO 153.35 +4.00%
MTNL.BO 136.60 +0.48%
VSNL.BO 172.10 -0.86%
STEL.SI 2.24 +1.82%

Vorwoche Kurs
BRTI.BO 139.65
MTNL.BO 133.00
VSNL.BO 159.05
STEL.SI 2.15

Sensex wieder über 6000. Bharti auf Jahreshoch.

----------------------------------------------------
Friday the 13th for bears 2/13/2004 3:49:04 PM IST

Contrary to expectations, Friday the 13th took a heavy toll on the bears rather than the bulls, with the Sensex crossing the 6,000 milestone and the Nifty breaching the 1900 mark. The bulls had a field day on the eve of the Valentine Day after the lackluster movement of the last few sessions. The Sensex climbed by over 1% or 74.70 points to close at 6011.66 on the back of renewed buying in index heavyweights such as HLL, ITC, Reliance, SBI, Tata Motors and Ranbaxy. But, the buying was not restricted to the frontline counters. The mid-cap stocks too joined the party after a long time. Key sectors like auto, steel, sugar, banking, engineering and FMCG led the rally. But, pharma stocks were the biggest gainers in the market.

Mid-cap stocks witnessed smart rally in today`s trade. Havells`s announced that it expected 100% jump in net profit for the year FY04, the scrip jumped 8%, Jyoti Structures bagged Rs1.11bn order and the stock was locked in upper circuit at Rs93, while Max India sold 10.71% stake to FIIs at Rs180 per share which boosted its price to Rs172 a 0jump of 15%. Others like Hind Motors(up 10%), Ceat and Bata India(up 12%) posted handsome gains.

Pharma stocks witnessed huge buying. Wockhardt and Alembic announced bonus and stock split, which boosted the stocks. Alembic was locked for second consecutive day in upper circuit of 20%. Others like Ajanta Pharma(up 10%), Astra IDL, Aventis Pharma, Glenmark Pharma, Kopran(up 20%), Shasun, Pfizer and Ranbaxy gained in the range of 3-15%.

ITC witnessed smart rally on account of bargain hunting. The scrip surged by Rs50 to close at Rs1060. HLL exhibited smart rally ahead of results. The scrip shot Rs6 to close at Rs203. Tata group stocks were back in action today. Tisco gained Rs12 to close at Rs439. Tata Motors closed at an all time high of Rs553, up Rs11 from its previous close. However BHEL witnessed profit booking after a rally on Thursday. The scrip slipped by Rs12 to close at Rs598. Others like Reliance(up Rs8), SBI(up Rs12), Ranbaxy(up Rs18) and BSES recorded smart gains.

Among the auto stocks Ashok Leyland ended unchanged at Rs243, Tata Motors ended at Rs555 up 2.60% while M&M was at Rs463.70 unchanged from previous close. Among the two wheeler stocks Hero Honda ended at Rs501 down 1% while Bajaj Auto was at Rs1017 up 0.75% from the previous close.

Frontline tech stocks Infosys ended with a modest gain of 0.5% at Rs5381, Satyam closed at Rs338 up 1.8% while Wipro closed at Rs1628 up 3.20% from the previous close. I-Flex(2%) and Rolta(1.5%) were among the other gainers of the day.

Among the steel stocks Tisco ended at Rs439 up 3.30%, SAIL closed at Rs46.85 up 6% while Jindal steel was at Rs582 up 1.30%.

Cement ACC ended with a gain of 1% at Rs272, Gujarat Ambuja cement closed at Rs308.65 while Grasim closed almost unchanged at Rs1137.

[bmann025]

Tatas werkeln weiter an Videsh:
------------------------------

VSNL may acquire Tata Power`s broadband business

PTI[ SATURDAY, FEBRUARY 14, 2004 12:20:02 AM ]
MUMBAI: Internet gateway and services provider Videsh Sanchar Nigam is planning to acquire the broadband business of Tata Power.

The company is looking at several options for strengthening its internet and broadband business and acquisition of Tata Power`s broadband business is one of them, VSNL informed the Bombay Stock Exchange on Friday.

The Tata-group company is at present conducting due diligence of Dishnet`s internet and Digital Subscriber Line businesss, would "take a final decision only after competing the due diligence," it said.

The company was planning to acquire the internet and DSL business of Dishnet for Rs 309 crore.

Earlier, on Tuesday Tata Power had informed BSE about its decision to hive-off the broadband business into a separate company, Tata Power Broadband Company. Tata Power has laid a 800-km-long optical fibre cable network in Mumbai and Pune.

[bmann025]

Possible double top scenario.



sollte man im Hinterkopf behalten...

[bmann025]

Name Kurs Veränderung
BRTI.BO 1538.05 +3.06%
MTNL.BO 139.69 +2.23%
VSNL.BO 169.25 -1.66%
STEL.SI 2.22 -0.89%

-------------------------------------------------------

India`s cell growth outpaces China`s by 4 times: Gartner

MUMBAI: India’s cellular growth is currently four times faster than China. In percentage terms, India is the fastest growing market in Asia, followed by Indonesia and the Philippines. China is the fourth-fastest growing market in Asia. However, China has the highest subscriber base of 270 million mobile subscribers among all Asian countries. India, in contrast, has a total of over 30 million subscribers.

Due to the spectacular growth in cellular telephony, most operators are investing only in the cellular sector currently. “There is a need to balance the investments and the challenge is to direct some of the investments in fixed line,’’ said Bertrand Bidaud, vice-president of research firm, Gartner. With the cellular market becoming very competitive, the industry might see growth but without profitability. “This is not a desirable situation,’’ he said.

The other challenge before the country is how to redirect investments in rural areas. ``A difference in teledensity between different parts of the country is not unusual. But nowhere in the world is there such a wide difference in the scale,’’ he added. For instance, some parts of India have the best IT and telecom infrastructure while some other parts do not even have access to basic telephony.

To Chee Eng, analyst, Gartner said that prices in the long distance sector of India are still higher than that in competitive markets. ``Apart from prices, even the call quality from India is nowhere close to international standards,’’ he said. The quality aspect is all the more important since India is the outsourcing centre of choice.

India needs more competition in the long distance sector, in that, the end users do not have any choice today in selecting the long distance operator. In the UK, consumers can install a box-like device that automatically and dynamically selects the best rate at that point in time for the consumer for long distance calls. ``Once consumers have the power to choose the long distance operator, the tariffs are likely to drop,’’ feels Chee Eng.

On the internet front, India’s growth has been comparatively slower than cellular growth. Although the growth during 2003 has been better than previous years, but the gap with China remains. During 2000, China had 14 million internet users while India had 3 million internet users. Over the last three years, China’s internet subscriber base has grown to 18 million while India’s has grown to 7.5 million.

Due to the limited number of fixedlines, India might have to look at alternative solutions for providing internet access. ``Some operators are thinking of wireless broadband access, which might be the right solution for India,’’ said Mr Bidaud.

[bmann025]

Name Kurs Veränderung
BRTI.BO 159.15 +0.70%
MTNL.BO 138.90 -0.54%
VSNL.BO 167.10 -1.27%
STEL.SI 2.27 -+2.25%


Folgendes wäre eine sehr schlechte Botschaft für VSNL.

Einschränkend ist zu sagen,
- daß der Kurs in Indien kaum reagiert hat, (weil schon lange darüber spekuliert wurde?)
- im folgenden Link die Angelegenheit wesentlich entspannter dargestellt wurde
http://www.capitalmarket.com/BrokerResearch/PDFs/21-71093-08…

------------------------------------------------------

VSNL may lose BSNL’s ILD traffic
Telecom firm may not renew exclusivity deal

Thomas K Thomas in New Delhi
Published : February 17, 2004

Videsh Sanchar Nigam Ltd (VSNL) may no longer remain the exclusive carrier of international long distance (ILD) traffic for Bharat Sanchar Nigam Ltd (BSNL).

BSNL, which has 40 million subscribers, is exploring alternative arrangements with ILD operators like Bharti Infotel, Reliance Infocomm and Data Access. BSNL’s exclusivity agreement with VSNL expired on February 14.

Earlier, BSNL had said it would continue to use VSNL’s ILD infrastructure until it built its own network.

According to industry sources, even as BSNL was exploring other options to VSNL’s infrastructure, it had to also put in place settlement agreements with foreign carriers for ISD pricing.

They said BSNL might leverage the international agreements of Data Access and Bharti until it negotiated the settlement agreements since they offered lower rates compared to VSNL.

“Our ILD licence has become operational as on Saturday. We are finalising our rollout plans since we have to launch services before March 30. We are exploring options other than VSNL. It all depends on who will offer better commercial terms and conditions,” said a senior BSNL source.

Bharti, Reliance and Data Access have already pitched for routing BSNL’s ISD traffic.

Executives in the three companies said they had no indication from BSNL on how it would finally route its traffic.

ILD traffic from BSNL has been a contentious issue ever since VSNL was privatised. Over 90 per cent of VSNL’s revenues come from BSNL’s ILD traffic.

If BSNL decides to move away from VSNL it can sound the death knell for the Tata company.

“We have time till March end to begin our ILD services. We would be opening our cards closer to the launch date,” said a BSNL official.

[bmann025]

Flag to invest $300 million in sea cable
First major project after Reliance takeover

Our Corporate Bureau in Mumbai
Published : February 18, 2004

Flag Telecom today announced its first major project after being taken over by Reliance Infocomm last month.

It is setting up a high-capacity broadband link connecting Egypt to Hong Kong through an undersea cable, a part of which will cross India over land and integrate Reliance Infocomm’s 80,000 km domestic network seamlessly.

The project, called Falcon, will also have multiple landings throughout the Persian Gulf. Customers will have access to all major cities along the network, which is expected to be running in 12 months.
The $300 million project will be funded by Flag, Reliance and other participating operators.

“Falcon will dramatically change the global communications infrastructure. We have realised that the exploding demand from growing economies cannot be served by the bandwidth connectivity serving Middle East and Asia today,” Flag Telecom CEO Patrick Gallagher said in a media release.

“Falcon will also provide Flag`s customers access to all major cities across India from any city connected to the network,” the release said.

Gallagher said the project followed months of development work, and the company was now in final stages of negotiations with short-listed suppliers.

The initial engineering work had been completed and preparations for the marine survey were under way, he added.

“Today’s announcement provides the backbone for delivering advanced broadband services to Middle East and India, which lacked high-capacity broadband connectivity,” Reliance Industries Chairman Mukesh Ambani said.

The countries that have the potential to directly access this network include Oman, Bahrain, Kuwait, Iran, Qatar and Iraq.

All of these had expressed interest in joining Falcon and most were in advanced discussions with Flag Telecom for participation, the release said.

Videsh Sanchar Nigam Ltd and Data Access have already announced mega undersea cable networks. While the VSNL project, linking Chennai and Singapore, will cost $125 million, the Data Access network will link Mumbai and the port of Fujairah in the UAE at $100 million.

[bmann025]

Name Kurs Veränderung
BRTI.BO 156.10 -1.60%
MTNL.BO 140.30 +1.01%
VSNL.BO 167.65 +0.33%
STEL.SI 2.30 +1.32%

[bmann025]

2 Meldungen zum Wettbewerb im Telekom Sektor:

Hat jemand eine Ahnung wie weit Festnetzbetreiber MTNL mit dem Mobilfunkangebot in Bombay und Dehli ist?

BSNL, MTNL, Tatas award contracts worth $307 mn to Motorola

PTI[ THURSDAY, FEBRUARY 19, 2004 03:09:25 PM ]
NEW DELHI : Global telecom equipment supplier Motorola has bagged contracts worth 307 million dollars from BSNL, MTNL and Tata Teleservices for supplying equipments to upgrade and expand their capacities.

"The agreements with three companies include deployment of new networks, as well as expansion and upgrades of existing networks for both GSM and CDMA based mobile telephony networks," a company statement said here.

State owned BSNL has awarded the business for expansion of over 10 lakh lines in the Southern states. The project also includes value added services such as General Pocket Radio Service (GPRS) and Multimedia Service (MMS).

For MTNL, Motorola has been awarded the business after a public tender was floated, which would increase the number of GSM based lines by four lakh each in Delhi and Mumbai.

"The Motorola network will also deliver value-added services such as pre-paid and intelligent networks and a complete billing solution for 1.5 million customers across the two cities," the company said.

Tata Teleservices has awarded the contract to Motorola for expanding it CDMA based mobile network in the states of Delhi , Gujarat , Maharashtra and Mumbai and "the contract is among the largest CDMA contracts to be awarded globally."

Of the 307 million dollar contract, substantial orders have been reported in Motorola`s 2003 results and the majority of the revenue was expected in 2004, the company said.






VSNL cable to land at Asia Netcom site in Singapore

REUTERS[ THURSDAY, FEBRUARY 19, 2004 08:55:46 AM ]
HONG KONG: Telecoms services carrier Asia Netcom said on Thursday it will provide the landing site in Singapore for an undersea cable being built from India by Videsh Sanchar Nigam Ltd (VSNL), the leading provider of overseas calls services.

Terms of the deal were not disclosed.

The 3,175-km Tata Indicom India-Singapore cable will run from the southern Indian city of Chennai to Singapore, and will be ready for service by the fourth quarter, the companies said.

The cable, first announced in November, would have an initial capacity of 320 Gbps, with the ability to scale up to its design capacity of 5.12 Tbps. It would have an estimated lifespan of 25 years.

The deal would provide direct access to the fast-growing India market for Asia Netcom, which was assembled from the assets of the former Asia Global Crossing and is now the main international asset of China`s No 2 fixed-line carrier China Netcom.

[bmann025]

Name Kurs Veränderung
BRTI.BO 158.10 +0.96%
MTNL.BO 137.10 -2.28%
VSNL.BO 163.20 -2.65%
STEL.SI 2.31 +0.43%

Sensex wieder deultich unter 6000;

Terrible Thursday rocks market 2/19/2004 3:49:52 PM IST

The market took a big nosedive today as investors cashed out of the secondary market to remain liquid ahead of the spate of large public offers. There was a ferocious bloodbath in the market with the Sensex crashing by nearly 3% or 172 points to end at 5855. Most of the Sensex heavyweights like Infosys (down 5%), Satyam (down 7%), Reliance (down 4%), HPCL, Tata Power and Tata Motors lost significant ground. The carnage was witnessed across the board with institutions, both foreign and local, being the largest sellers. Technology stocks were the hardest hit with the BSE IT index sinking by 5%. Banking, PSU, steel and pharma stocks too tumbled. The advance-decline ratio of the BSE 100 index was 1:13. The broader NSE Nifty plunged by 3% or 58 points to finish at 1,858.

Not a single Sensex stock ended in the positive territory, except HDFC, which ended flat at Wednesday’s levels. Reliance was under heavy selling pressure. The scrip nose-dived Rs24(4%) to close at Rs582. Satyam was the biggest loser in the Sensex. The scrip lost Rs20(6%) to close at Rs315. Infosys witnessed sharp fall today. The scrip lost Rs225(4.5%) to close at Rs315. Cement stocks witnessed profit booking at higher levels. Gujarat Ambuja lost Rs16(5%) to close at Rs303 followed by ACC, L&T and Grasim which ended weak. Others like Bajaj Auto(down Rs34), BHEL, Wipro, Tata Motors(down Rs20), Tisco, ICICI Bank, HCL Tech and Hindalco lost in the range of 3-6%.

Among the steel stocks Tisco closed at Rs439 down 2.5%, Jindal steel closed at Rs559 down 3.5% while SAIL ended at Rs44.70 down 4.7%. SAW Pipes closed at Rs247 down 8% while Tata Metalics closed at Rs94 down almost 3% from the previous close.

Tech stocks were badly hammered with Infosys closing at Rs5092 down almost 5%, Satyam ended at Rs313 down 6.67% while Wipro closed at Rs1503 down 5.40% from the previous close. Polaris(8%), Visualsoft(7.7%) and HTMT(8%) were among the other losers of the day.

Among the banking stocks SBI was down 4.5% at Rs601, PNB closed at Rs252.50 down 5% while ICICI Bank ended with a loss of 2% at Rs311.55

[bmann025]

Homepages:

http://www.bhartiteleventures.com/homea.htm
http://www.mtnl.net.in/index.htm
http://www.vsnl.com/
http://www.singtel.com/

[bmann025]

1 lakh = 100000

MTNL to launch Rs 100 prepaid mobile card

PTI[ FRIDAY, FEBRUARY 20, 2004 03:11:36 PM ]
NEW DELHI: The state-owned MTNL will launch a Rs 100 pre-paid mobile card `Trump` for the low-end customers with a validity period of 15 days, offering talktime worth the same amount, a senior company official said on Friday.

Right now, our prepaid mobile cards are in various denominations of Rs 200, Rs 500, Rs 1000 and Rs 2000, A K Girotra, Executive Director, MTNL told newspersons here while announcing a customer care scheme for its subscribers.

The move comes close on the heels of Airtel announcing low denomination coupons starting with Rs 50.

Girotra said the Rs 100 prepaid card would be targetted towards the low-end customers and offer the same amount of talktime besides being valid for 15 days.

Girotra said MTNL`s prepaid capacity is limited at 1.25 lakh connections and we are working at 1.28 lakh connections already. Because of that MTNL was not being able launch any new scheme in time. By July-end we will be already with our expansions and will be able to give it, he said.

He said MTNL has embarked on a massive expansion plan under which four lakh GSM based lines would be drawn and the first phase of this would be ready by July.

For its CDMA based service Garuda, he said LoI has been issued for four lakh lines, he said.

For its existing cellular user of Dophin service, MTNL is setting up 15 BTS (Base Tower Stations) to improve the voice quality this month, he said.

At present, MTNL has a fixed line connection of 2.05 million subscribers, 1.6 lakhs in GSM and CDMA (Garuda) is 70,000 in Delhi .

[bmann025]

Heute alles im Minus.
Daß die Emerging Markets es schwerer haben werden als letztes Jahr war abzusehen, nachdem zuletzt jeder Fritz im Fernsehen die Chancen in Asien betonte.

Mein konservativer Favorit ist STEL.SI,
BRTI.BO könnte zu einer Cashmaschine werden und ist hoffentlich ab Sommer per ADR außerhalb Indiens handelbar,
Videsh ist der spekulativste Wert mit sehr großen Chancen,
MTNL ist noch eher das Mauerblümchen.

Name Kurs Veränderung
BRTI.BO 153.75 -2.75%
MTNL.BO 136.80 -0.22%
VSNL.BO 161.50 -1.04%
STEL.SI 2.30 -0.43%

[bmann025]

heute mal wieder so ein merkwürdiger Anstieg der adr`s in new york:

vsl und mte aktuell auf Platz 3 bzw. 7 der Gewinnerliste
http://finance.yahoo.com/mnpg?e=nq

[bmann025]

AirTel user base crosses 6 mn

[ MONDAY, FEBRUARY 23, 2004 06:45:25 PM ]
NEW DELHI: Bharti Group on Monday announced that its mobile service - AirTel - has crossed six million customer mark across India.

"We are delighted to reach the coveted six million customer mark. This phenomenal growth has further renewed our resolve to make mobile telephony all the more exciting, enjoyable and affordable," Manoj Kohli, president-mobility, Bharti Tele-ventures said in a statement.

With five new unified access license for Uttar Pradesh, West Bengal, Andaman and Nicobar, Orissa, Bihar and Jammu and Kashmir, Bharti is all set to extend AirTel`s services to the customers in these circles during 2004, the release added.

[bmann025]

MTNL`s CDMA to go prepaid too
MANOJ GAIROLA

TIMES NEWS NETWORK[ TUESDAY, FEBRUARY 24, 2004 01:16:32 AM ]
NEW DELHI: MTNL mein bhi hai woh baat ! The public sector telecom major is set to give Reliance Infocomm a run for its money. The company would soon launch prepaid services on its CDMA network.

It is currently talking to the Centre for Development of Telematics (C-DoT) to enable its existing CDMA networks in Delhi and Mumbai to support prepaid services.

Sources said C-DoT is giving final touches to the intelligent network (IN) platform that would enable MTNL to offer prepaid services.

“We are hopeful that our prepaid would be a major success,” said RSP Sinha, chairman and managing director of MTNL.

[bmann025]

VSNL: (gehört zum Tata Konzern, besitzt 20% an Tata Televentures)

Tatas to pump $2 bn into telecom operations

PTI[ SUNDAY, FEBRUARY 22, 2004 07:35:47 PM ]
NEW DELHI : Corporate giant, the Tatas, would invest a little over $2 billion in its telecom operations over the next two years and said many of its group companies would tap the East Asian markets.

"We will invest over $2 billion dollars for strengthening Tata Teleservices infrastructure and companies like TACO, Tata Motors, TCS and Tata Steel will increasingly focus on growing markets of the east Asian countries," Tata Industries managing director Kishore Chaukar said on the sidelines of an industry summit.

The proposed $2-billion investment would be a combination of both – debt and equity, he said, adding Tata Teleservices has already invested $1.5 billion.

Declining to give any time frame for the proposed mega public issue of Tata Consultancy services (TCS), Chaukar said, "Merchant bankers will decide on it.”

He said tapping the booming Asian markets made sense in view of quality, delivery schedule, overall logistics and benefits emanating from a plethora of bilateral trade treaties being worked out with a number of countries in the region.

[bmann025]

Name Kurs Veränderung
BRTI.BO 149.20 -0.20%
MTNL.BO 139.60 +3.64%
VSNL.BO 174.90 +7.40%
STEL.SI 2.26 +0.00%

Sehr volatiler Handel am Dienstag.
Zum Ende hin wurden Verluste wieder wettgemacht.
Die Zuschläge der Adr`s in New York wurden von MTNL und VSNL größtenteils nachvollzogen.

[bmann025]

Heute alles rot, lediglich die ADRs von VSL zeigengerade etwas Eigenleben in New York. Das dürfen sie auch, denn sie haben ja praktisch kein Aufgeld wie andere.

Name Kurs Veränderung
BRTI.BO 147.50 -1.14%
MTNL.BO 134.55 -3.62%
VSNL.BO 173.40 -0.86%
STEL.SI 2.23 -1.33%

----------------------------------------------------------
Dazu noch die gewohnt markigen Worte von Indiainfoline:
----------------------------------------------------------

Another woeful Wednesday 2/25/2004 4:07:35 PM IST

The bears regained control of the market after Tuesday`s abberation with the tomorrow`s F&O expiry and lukewarm response to Government public issues sending stocks into a tailspin. The intense selling in the market has been witnessed ever since the Sensex crossed the 6,000 mark two weeks back. The blood-bath in the market saw the Sensex nose-dive by 116 points (2.03%) to close at 5,618.15, taking its losses in last six sessions to 417 points (7%). Tata Motors (down 5%), HPCL (down 4%), Tata Steel and Tata Power were among the worst hit stocks. However, Cipla managed to buck the trend on news that the company has won a compulsory license to sell its anti-AIDS drugs in Malaysia.

The selling pressure was seen across the board with PSU counters leading the decline. The BSE PSU Index crashed 3.5%. Other sectors such as banking, IT, consumer durable, auto and FMCG also lost significant ground. The BSE 100 advance-decline ratio was 1:6. The newly listed Patni Computer Systems also got hammered after opening at Rs267, a premium of about 17% against the issue price of Rs230. It ended almost flat at Rs232 amid volumes of 10mn shares traded on the NSE.

PSU stocks tumbled after Dredging Corporation, IPCL and CMC public offers got poor response, raising concern about the fate of ONGC and GAIL India public issues. ONGC shed 6% to close at Rs669 on fear that its nearly Rs10bn public issue may not be successful. Others like HPCL (down 4%), BHEL (down 5%), Dredging Corporation, IOC, MTNL, BPCL, Engineers India and BEML lost in a range of 3-6%.

Tata Motors was the biggest loser in the Sensex on rumors of institutional selling. The scrip lost Rs32(6%) to close at Rs495. BHEL too lost ground due to profit booking. The scrip ended with a loss of Rs30(5%) to close at Rs556. Cement stocks witnessed profit booking while there were news of hike in cement price by Rs3-5 per bag in Mumbai. Gujarat Ambuja shed Rs6 to close at Rs292 followed by Grasim and ACC.

Tisco witnessed profit booking from higher levels even when there was hike in steel price by Rs2500-3500 per tonne. Tisco was down sharply losing Rs14 to close at Rs428. Others like SBI(down 3%), Tata Power(down 3%), Satyam(down 2.4%) and Reliance(down 2%)ended lower. However L&T gained marginally by Rs4 to close at Rs550 after touching day`s high of Rs560 on news of Rs10.06bn order from ONGC. Pharma stocks witnessed fresh buying. Cipla surged by 4% to close at Rs1241 followed by Dr Reddy’s(up 2%).

Among the auto stocks Ashok Leyland closed at Rs258 down marginally by 1%, Tata Motors ended at Rs499 down more than 5% while M&M ended with a loss of 3% at Rs481.

Steel stock witnessed selling pressure at higher levels. Tisco closed at Rs427 down 3.5%, Jindal Iron was down 1.4% at Rs243 while SAIL ended with a loss of 3% at Rs42.40.

Tech stocks continued to fall with topline stocks Infosys closing with a loss of 1.5% at Rs4966, Satyam ended with a loss of 2.5% at Rs294 while Wipro closed at Rs1438 down 2% from the previous close. Patni Computers ended at Rs232 against its issue price of Rs230.

Pharma stocks saw buying interest with Cipla closing at Rs1240 a jump of 4%, Ranbaxy ended with a loss of 2% at Rs950 while Dr. Reddy’s ended with a loss of 2.8% at Rs1282.

[bmann025]

Überschrift in der Economic Times:

Job scores - India: +152,500, US: -234,000

While the US lost 234,000 IT jobs in 2003, for Indian techies 152,000 new jobs were created.

[bmann025]

Name Kurs Veränderung
BRTI.BO 142.55 -3.36%
MTNL.BO 133.55 -0.75%
VSNL.BO 179.45 +3.49%
STEL.SI 2.27 +1.79%


Sesex auf Jahrestief, Videsh nahe 52 Wochenhoch


Sensex down in volatile trade


Our Markets Bureau in Mumbai
Published : February 27, 2004

Expectations that banks and financial institutions would be roped in to boost the market, lifted the Bombay Stock Exchange Sensex 105 points to its intra-day high of 5,723.31.

However, profit booking at this level pushed the index down 156 points to close at 5,567.12, its lowest in 2004. The Sensex had closed at 5,618.15 points yesterday.

The State Bank of India scrip was down 2.05 per cent at Rs 575, Reliance Industries 1.98 per cent at Rs 543.35 and Hindustan Lever 1.09 per cent at Rs 172.60.

The Oil and Natural Gas Corporation scrip was the biggest gainer in the Sensex basket, gaining 4.66 per cent at Rs 701.50. Twenty-two of the 30 scrips in the Sensex today fell from yesterday’s levels.

Patni Computer, which debuted in the market yesterday, was up 6.90 per cent at Rs 249.30. Cipla was down 4.12 per cent at Rs 1,190.80, Ranbaxy Labs 2.71 per cent at Rs 925.85 and Dr Reddy`s Labs 0.83 per cent at Rs 1,248.60.

The Infosys Technologies scrip was down 2.03 per cent at Rs 4,857.15, Satyam Computer 1.60 per cent at Rs 289.50 and Wipro 0.94 per cent at Rs 1,422.60.

Larsen & Toubro was up 3.21 per cent at Rs 566.20, Gujarat Ambuja Cements 2.72 per cent at Rs 300, ITC 1.70 per cent at Rs 1,089.90 and Bhel 1.24 per cent at Rs 564. Bajaj Auto was down 4.22 per cent at Rs 866.25 and Bharti Tele-Ventures fell 3.36 per cent at Rs 142.55

Four of the six public sector stocks slated for disinvestment ended the day with gains, but IPCL and IBP closed lower. As a result, the BSE PSU index closed marginally (0.20 per cent) higher over its previous close.

Most players attributed the volatility and the eventual weakness in the market to the expiry of the February contracts in the futures and options segment.

Almost 80 per cent of the outstanding positions in the National Stock Exchange’s futures and options segment was rolled over to the March series.

[bmann025]

Alles Grün!
Videsh auf 52-Wochenhoch
STEL kurz davor. Leider hat STEL in Deutschland wieder eine Geld/Brief Spanne von 10%!


Name Kurs Veränderung
BRTI.BO 142.85 +0.21%
MTNL.BO 136.45 +2.17%
VSNL.BO 188.50 +5.04%
STEL.SI 2.33 +2.64%

[bmann025]

(Videsh besitzt 20% an TTSL)

-------------------------------------------------
TTSL to rollout services in 1,000 towns by March 2005

PTI[ SUNDAY, FEBRUARY 29, 2004 02:10:54 PM ]
MUMBAI: In an attempt to garner a pan-India footprint, telecom service provider Tata Teleservices (TTSL) is planning to launch in a phased manner its services across 1,000 new towns in India by March 2005, of which 800 towns would be covered by the end of this year.

"We plan to expand our presence by consolidating strengths in existing circles and further expanding to new circles. This will help us gain a national footprint and tap the potential of the booming mobile telephony market," TTSL managing director S Ramakrishnan told PTI here on Sunday.

Improving capacity and network presence would also benefit Tata Indicom customers as they would have greater access across the country, he said. TTSL, which has acquired licence to operate across 11 new circles in the country, plans to launch its services in 300 new towns in existing circles by June this year under the first phase of the roll out, he said.

The company plans to have a national footprint and targets to reach 500 new towns by December 2004 in the next phase of roll out and remaining is expected to be completed by March 2005, he said.

The proposed rollout is the fastest network plan by any telecommunication company to be executed in the country, he claimed, adding, at present, TTSL is operational across 46 towns in six circles.

TTSL has also set up a programme management office, which would be responsible for the rollout of network across the new circles and augmentation of capacity in existing circles, he said. The company is also talking with vendors for network deployment in the new circles.

At present, TTSL operates across six circles in India - Maharashtra, New Delhi, Andhra Pradesh, Karnataka, Tamil Nadu and Gujarat - and is planning to launch its services across new 11 circles in August 2004.

These include Bihar, Haryana, Himachal Pradesh, Kerala, Kolkata, Orissa, Punjab, Rajasthan, Uttar Pradesh (East), Uttar Pradesh (West) and West Bengal.

[bmann025]

Tata Tele scouts for partner
Talks on with NTT DoCoMo, Verizon, China Unicom for picking up stake

Arijit De, Reeba Zachariah in Mumbai
Published : March 1, 2004

The Tata group is scouting for a strategic partner to part-fund the expansion of its telecommunications arm Tata Teleservices.

Talks are on with several foreign companies for picking up a part of the Tata group’s stake in Tata Teleservices, which provides code division multiple access (CDMA) services. However, a final decision on the partner and the stake to be offloaded will take time.

Preliminary discussions are understood to be under way with leading Asian companies like NTT DoCoMo and KDDI of Japan, Verizon of the US, KTF and SKT of Korea and China Unicom.
But sources in the know said it was too early to zero in on the partner. A Tata group executive said China Unicom was not a front runner.

The Tatas are likely to offload up to a 26 per cent stake in Tata Teleservices, but could be open to selling more depending on the offer.

Confirming the development, a Tata group executive said, “The reason for seeking a strategic partner is money.” The Tata group is investing over $2 billion in its telecom business.

“Now that the regulatory framework is stable and the market is defining itself, the Tatas will not be averse to discussing strategic partnerships in telecommunications,” said a Tata group spokesperson.

Tata Teleservices has over 800,000 subscribers across the country for its CDMA-based mobile services. It operates in six circles and has bought licences for 11 more. The company has paid around Rs 450 crore for a unified licence.

Tata Power is the largest shareholder in Tata Teleservices with a 35 per cent stake, followed by Tata Sons (24 per cent) and Tata Industries (over 17 per cent).

Videsh Sanchar Nigam Ltd, in which the Tatas hold a 46 per cent stake, holds 20 per cent in Tata Teleservices. This is likely to increase to 26 per cent over time.

The Tata group holds over 30 per cent in Idea Cellular, which provides GSM-based telecom services. But Tata group Chairman Ratan Tata told Business Standard in a recent interview that the group’s “real play in telecom was Tata Teleservices”. “Ultimately our growth is in the CDMA space,” he had said.

[bmann025]

Bharti auf all time high
VSNL erneut auf 52 Wochen Hoch

Die Telekoms laufen seit einiger Zeit deutlich besser als der Gesamtmarkt.

Name Kurs Veränderung
BRTI.BO 162.95 +14.07%
MTNL.BO 141.10 +3.85%
VSNL.BO 200.70 +6.47%
STEL.SI 2.33 +0.00%

[bmann025]

Feiertag in Indien.

STEL.SI 2.35 +0.86% heute ebenfalls auf 52 Wochenhoch.

Ansonsten mal ein netter Gewinn durch den fallenden Euro.

[bmann025]

India second only to Indonesia in business corruption -- survey

HONG KONG (Reuters) - Indonesia is seen as the most corrupt country in Asia for the third year running, followed by India and Vietnam, a survey of foreign businessmen showed on Tuesday.

Singapore was seen as the least corrupt among 12 countries and territories in the region, the study by Hong Kong-based Political & Economic Risk Consultancy Ltd says.

Perceptions of corruption improved in eight of the 12 Asian areas covered last year, the survey report said.

"Some of the biggest improvements have been registered in countries like China and Thailand, which have long had particularly poor reputations," the report said.

Perceptions in the three worst rated countries for corruption -- Vietnam, India and Indonesia -- were slightly better this year than last, it said.

The latest survey polled more than 1,000 expatriate businessmen working in Asia in Janaury and February. They were asked to provide ratings on a scale from zero to 10, with the latter being the most corrupt.

Bangladesh, which has been rated the world`s most corrupt country for three years in a row by Transparency International, was not included in the survey.

Perceived corruption in Asia in 2004 (on a scale of zero to 10):

Grade

Indonesia 9.25

India 8.9

Vietnam 8.67

Philippines 8.33

Thailand, Malaysia, China 7.33

South Korea 6.67

Taiwan 6.1

Hong Kong 3.6

Japan 3.5

Singapore 0.5

[bmann025]

Name Kurs Veränderung
BRTI.BO 154.80 -5.00%
MTNL.BO 142.15 +0.32%
VSNL.BO 200.40 -0.15%
STEL.SI 2.33 -0.85%

-----------------------------------------

Aus dem Board von moneycontrol:

Dear parish,Tata Telesercies Maharastra Ltd was taken over by Tata Telesevices from Hughes Telecom. It has license to provide the basic as well as Mobile services, ISP, Broadband etc in the state of Maharastra, Mumbai and Goa ....which is considered as the most lucrative and profitable circle in India by analysts. It already has dominant position here among private players ...even mtnl and BSNL are loosing their coorporate customers to Tata Teles at a fast rate. I see a very bright future of Tata Tele(M) whether it remain independent company of Tata`s in mumbai and maharastra or it is merged with the unlisted parent Tata Teleservices. Now for about 2-3 months Tata Tele has a strong support at around 18. and resistance is at 25. So start accumulating Tata Tele. After Bharti Tele shooting up everyday....next wave will take Tata Tele to new highs. But i again tell that Tata Tele a long term play rather goldmine for long term. So investors which believe in long term stories should invest and gamblers stay away. Thanks

[bmann025]

Indische ADRs (2003)

Of the hundreds of Indian public companies, only 10 trade in the U.S. via American depositary receipts (ADRs). But more are expected to list this year.

Indian ADRs include two banks, HDFC Bank Ltd. and Icici Bank; a telecom services firm, Videsh Sanchar Nigram; and generic drug maker Dr. Reddy`s Laboratories. Three are software outsourcers: Infosys Technologies Ltd., Satyam Computer Services Ltd. and Wipro Ltd.



Eine andere, abweichende Liste indischer ADRs und GDRs (von 2001):
(Darunter anscheinend auch Dateileichen? unter den Pink Sheets. )

DCW 6 (13) (96) 9
SSI 401 41 (94) 6
Usha Beltron 42 41 (92) 6
Indian Aluminium 111 26 (65) 4
Tube Investments 66 10 (79) 4
GNFC 28 6 (77) 4
Dr.Reddy`s 1697 5 223 1
M T N L 134 7 (53) 1
ITC 884 17 145 1
Jain Irrigation 24 45 (96) 0
NEPC Micon 12 391 (92) 0
Kesoram Industries 40 78 (47) 0
J K Corp 26 155 (93) 0
Indian Rayon 97 21 (86) 0
Indian Hotels 287 45 (63) 0
Ispat Industries 9 214 (91) 0
Indo Gulf Fertilizers 42 18 (80) 0
Tata Power 111 (20) (67) 0
Sterlite 106 6 (87) 0
United Phosphorous 47 25 (95) 0
Wockhardt 377 3 (44) 0
Videocon International 40 63 (90) 0
Sanghi 3 (34) (96) 0
Ranbaxy Laboratories 542 16 19 0
Oriental Hotels 118 80 (80) 0
SIEL 5 (19) (97) 0
SPIC 11 40 (90) 0
SIV Industries 15 387 (98) 0
Gujarat Ambuja 193 5 176 0
Crompton Greaves 35 75 (90) 0
H D C 6 40 (94) 0
Garden Silk Mills 9 5 (96) 0
Flex Industries 47 148 (75) 0
EID Parry 71 11 (82) 0
Ashok Leyland 62 16 (69) 0
Arvind Mills 16 120 (96) 0
India Cements 35 14 (82) 0
Bombay Dyeing 54 47 (88) 0
Core Healthcare 15 221 (98) 0
Ballarpur Industries 115 149 (72) 0
East India Hotels 292 34 (33) (1)
Finolex Cables 181 9 (54) (1)
IPCL 60 20 (73) (1)
L & T 244 18 (38) (1)
BSES 216 14 (5) (2)
VSNL 1240 516 (6) (2)
Rediff 47 N.A. (84) (2)
Grasim Industries 389 89 (60) (3)
Hindalco 926 22 23 (3)
T E L C O 75 17 (89) (3)
Raymond Woollen 100 5 (60) (3)
SBI 258 15 (23) (4)
Bajaj Auto 311 26 (61) (4)
Reliance Industries 347 7 25 (5)
ICICI Bank 111 (7) (57) (6)
I C I C I 81 19 (12) (7)
G E Shipping 33 17 (78) (8)
Indo Rama Synthetics 8 9 (86) (9)
Aptech 99 21 (85) (9)
Mahindra & Mah. 87 9 (59) (10)
JCT 4 29 (95) (11)
ICICI 86 27 (20) (11)
Infosys Technologies 5447 49 240 (11)
CESC 19 5 (96) (11)
Himachal Futuristic 94 38 (14) (11)
SAIL 6 16 (85) (11)
Satyam Infoway 131 N.A. (38) (17)
Silverline Tech 236 336 (90) (18)
Century Textiles

[bmann025]

An der London Stock Exchange sind folgende Werte aufgeführt:

ASHOK LEYLAND India 111.08 Automobiles

BAJAJ AUTO India 53.13 Automobiles

BSES India 167.79 Electricity

CROMPTON GREAVES India 12.40 Electrical Equipment

CESC India - Electricity

E.I.D.-PARRY(INDIA) India - Chemicals - Commodity

EIH India 10.41 Hotels

GAIL(INDIA) India 409.65 Oil & Gas - Exploration & Production

HEXAWARE TECHNOLOGIES LD India 28.91 Computer Services

HIMACHAL FUTURISTIC COMMUNICATIONS India 4.72 Telecommunications Equipment

INDIAN HOTELS CO(THE) India 27.77 Hotels

J.K.CORP India - Diversified Industrials

STEEL AUTHORITY OF INDIA India - Steel

RAYMOND India 13.96 Other Textiles & Leather Goods

TATA TEA India - Soft Drinks

SSI India 166.21 Computer Services

STATE BANK OF INDIA India 546.08 Banks

SIEL India - Food Processors

[bmann025]

Heute eine auf den Deckel von Videsh, die ADRs in New York hatten wieder die Vorarbeit geleistet.

In Frankfurt ging mittags mal 1 Aktie zu 7.11 Euro um,
Stuttgart ist bei diesen Werten meistens einfach besser oder gleich New York bzw. Singapur.

STEL auf 2 Jahreshoch.

Name Kurs Veränderung
BRTI.BO 154.05 -0.48%
MTNL.BO 140.95 -0.84%
VSNL.BO 187.85 -6.26%
STEL.SI 2.39 +2.58%

[bmann025]

Telecom firms scramble to forge connectivity with world`s back office India
SUMANA RAMANAN

REUTERS[ THURSDAY, MARCH 04, 2004 06:41:00 PM ]
MUMBAI: Venkat Panchapakesan, the chief executive of Yahoo`s Indian software unit, has had hours of downtime since he got to the country a year ago, unable to transmit data to the Web company`s offices elsewhere in the world.

"Connectivity from India is barely average," he said.

With India aspiring to become the world`s back office, an improvement of its communication links with other countries has become more vital than ever.

Telecom companies are scrambling to meet the burgeoning demand for international access and specialised data services that has accompanied a boom in the Indian economy and its outsourcing industry.

Local firms that offer international phone services, such as Bharti Tele-Ventures, Reliance Infocomm and Videsh Sanchar Nigam are now eyeing the lucrative data market. And global carriers such as AT&T Corp and Cable & Wireless Plc are clamouring for a piece of the action.

[bmann025]

Tata Tele to invest $2 bn in networks

REUTERS[ THURSDAY, MARCH 04, 2004 03:09:02 PM ]
NEW DELHI : Tata Teleservices Ltd, the telecoms arm of the Tata grouo, plans to invest $2.0 billion in expanding facilities in a booming market for wireless services, a top official said on Thursday.

The Bombay-based firm will spend the money on expanding networks in six circles and rolling out CDMA-based mobile and fixed line services in 11 new circles by mid-2004, K.A. Chaukar, the head of the group`s telecom operations, told reporters.

"We should spend around $2.0 billion in a little more than two years," Chaukar said, adding the company was likely to raise the funds equally through debt and equity.

India `s telecoms sector, one of the fastest growing markets globally, is carved up into 23 circles or zones. Each circle roughly covers a state or a large city.

Tata Teleservices is among the more than a dozen players fighting for a share of the domestic mobile market that has more than 30 million users. The company`s user base exceeds 1.5 million customers.

[bmann025]

Jacomo, in einem der KGI Reports war was drin:

http://www.settrade.com/S17_ResearchPaper.jsp?txtBrokerId=IP…

[bmann025]

Reliance Infocomm targets 25-30% of total industry growth

PTI[ FRIDAY, MARCH 05, 2004 07:28:39 PM ]
MUMBAI: Reliance Infocomm is targeting around 25-30 per cent growth rate of the industry total of two to 2.5 million subscribers per month in the current year, even as it has garnered a subscriber base of around 3.5-4 lakh connections for its recently launched pre-paid connnections.

"Indian telephony industry is growing at a rapid pace and we are aiming at a marketshare of around 25-30 per cent, which would give us a commendable presence by the end of the year," Reliance group chairman and managing director Mukesh D Ambani said on Friday.

The company`s total post-paid subscriptions were over 6.3 million connections, he said.

Reliance Infocomm is also planning to build on its existing partnership with LG Electronics Inc, a major CDMA handset provider to the company.

Apart from LG Electronics, the company would also strengthen its existing partnership with Samsung, Nokia and the recently included Motorola, he said.

On the infusement of capital to Reliance Infocomm, Ambani said the company was looking at all options and would "take appropriate decision".

Reliance group director Nikhil Meswani said the company was planning to offer international roaming over its CDMA handsets, which would enable the user to globe-trot without changing the handset or number.

However, he did not specify a date for the proposed launch, citing tests were being conducted on this front.

[bmann025]

Pvt basic telecom subscibers base up at 89.76 lakh in Feb

PTI[ FRIDAY, MARCH 05, 2004 07:15:58 PM ]
NEW DELHI : Reliance Infocomm led the tally of private basic telecom subscribers with 65.13 lakh connections till February 2004 while the all India subscriber base rose to 89.76 lakh during the month from 84.84 lakh in January.

According to the latest figures released by Association of Basic Telecom Operators, Tata Teleservices occupied the second place with a subscriber base of 15.88 lakh, up from 15.12 lakh in the previous month, while Sunil Mittal-owned Bharti Group finished February with about 6.08 lakh subscribers.

In the previous month, Bharti had basic subscriber base of 5.87 lakh.

The subscriber base includes wireline, Wireless in Local Loop and digital mobile.

Shyam Telelink, offering services only in Rajasthan, had a subscriber base of 1.21 lakh at the end of February 2004 and HFCL ended the month with a base of over 1.45 lakh, ABTO said.

[bmann025]

Name Kurs Veränderung
BRTI.BO 154.50 +0.29%
MTNL.BO 141.75 +0.57%
VSNL.BO 194.10 +3.33%
STEL.SI 2.39 +0.00%

[bmann025]

Emerging markets to lead surge in mobile use: Nokia

REUTERS[ FRIDAY, MARCH 05, 2004 11:02:19 AM ]
NEW DELHI: Emerging markets including India, China and Russia will lead a surge of new users entering the mobile market in the next few years, the head of the world`s leading mobile phone maker Nokia said on Thursday.

Jorma Ollila, Nokia`s chairman and chief executive, said there would be about two billion users of wireless services in 2008, up from about 1.3 billion now, and data traffic would continue to gain importance.

"We see over 80 per cent of global mobile subscriber growth coming from new growth markets in next five years," Ollila told an industry seminar.

"India, China, Russia, Indonesia and Brazil will be the key drivers for our industry."

Most of these countries have expanding economies and the demand for wireless gear and phones is relatively higher than in western markets, because of low penetration rates.

Finland`s Nokia, which makes about two of every five name-brand handsets worldwide, began its Indian operations in 1994 and is the leader in the $1.4 billion Indian handset market.

India, with a population of more than one billion people, has close to 30 million mobile users. The number is forecast to expand to at least 100 million by 2005, helped by some of the lowest call rates in the world.

Only three in a 100 Indians own a mobile phone, compared with more than 20 in China and more than 60 in Europe, but mobiles are no longer considered to be luxury items and ownership is spreading fast.

"India is the fastest-growing mobile market in the world today," Ollila said.

Ollila said that although voice calls would continue to anchor revenue for services providers, data traffic globally would grow in significance due to the flow of text messages, pictures and Internet downloads.

"Mobile data services will make up an increasing larger share of the mobile services market," he said. "We see data accounting for some 27 percent of the total mobile service market in 2007 compared with 10 per cent in 2002.

[bmann025]

ADRs Freitag in New York, mal schauen was MTN und VSNL Montag draus machen werden.

[bmann025]

A crore is a unit in a traditional number system, still widely used in India.

1 crore is equal to 10 million.
1 lakh = 0.01 crore = 100000

------------------------------------------------

Mobile Club adds over 16 lakh users in Feb

TIMES NEWS NETWORK[ FRIDAY, MARCH 05, 2004 11:18:21 PM ]
NEW DELHI : More than 16 lakh subscribers hopped on to the mobile bandwagon last month, with about 12.9 lakh subscribing to GSM mobile services and CDMA operators adding about 3.5 lakh subscribers. Interestingly, Bharti’s subscriber base dipped by 21,321 subscribers in the Capital, while Delhi ’s subscriber base expanded by 2.25%. However, Bharti still controls more than a quarter of the country’s GSM subscriber base, which shot up to 62 lakh.

“We are narrowing the gap with Airtel in Delhi and it’s now down to 1.8 lakh from over 3 lakh subscribers six months back,” says Rajiv Swahney, CEO, Hutch ( Delhi ), as Hutch has added 64,134 subscribers in the Capital. But Bharti stressed its revenues have grown, despite the fall in subscriber base.

“As part of our annual exercise, we have cleaned up all our inactive pre-paid customers. However, the heartening fact is that we have substantially grown in revenues over the last month in Delhi ,” says Sanjay Nandrajog, CEO, Bharti Cellular for the north-central region.

While Bharti continued to be the largest mobile operator with a subscriber base of 62 lakh, Reliance followed with 60.7 lakh subscribers, BSNL had 49.5 lakh and Hutch ended the month with 48.3 lakh. Overall, around 3.4 crore people are currently hooked on to mobile phones, with the GSM subscriber base shooting up to 2.5 crore, according to Cellular Operators Association of India (COAI).

CDMA digital mobile subscriber numbers have grown to 67.5 lakh, according to the Association of Basic Telecom Operators (ABTO).

In the CDMA market, Reliance ended the month with 60.7 lakh digital mobile subscribers and a total of 65.1 lakh subscribers. Tata Teleservices ended the month with 6.3 lakh digital mobile subscriber base, while 15.9 lakh subscribers were using Tata’s phone services by the end of January.

Private CDMA telecom subscribers base increased to 89.8 lakh. Reliance Infocomm led the tally of private basic telecom subscribers with 65.1 lakh connections. The subscriber base includes wireline, Wireless in Local Loop (fixed) and digital mobile.

[bmann025]

100 widme ich Wolfgang Schäuble und dessen politschen Lebenswerk.

Einer, der Rot-Grün auf die Finger klopft wäre so bitter nötig.

[bmann025]

Der indische Elefant betritt das Telekom-Parkett
Starke Player und enorme Entwicklungsaussichten als Pluspunkte

Der indische Subkontinent entwickelt sich zum begehrten Ziel für Telekom-Investoren und könnte damit in dieser Rolle China ablösen. Wegen seiner niedrigen Penetrationsrate sowohl im Mobilfunk- als auch im Festnetzbereich kann das Riesenreich mit seinen mehr als eine Mrd. Einwohnern die nächste Investitionswelle in der Branche auslösen. "Investoren wissen, dass die indische Industrie enorme Wachstumsaussichten verspricht", sagte Vijay Chopra, Telekom-Experte der ABN Amro-Bank http://www.abnamro.com/com/ bei einem Telekom-Meeting in Neu Delhi.

"Der große, schwer arbeitende indische Elefant hat das Tanzparkett betreten , dass es poltert und erzittert. Der chinesische Drache muss aufpassen, dass ihm niemand auf seinen Schwanz steigt", umriss der Telekom-Experte in blumigen Worten das Investorenmatch zwischen den beiden bevölkerungsreichsten Ländern der Welt. Dabei hinkt Indien derzeit noch hinterher. Im Telekomsektor des Subkontinents stecken geschätzt zwei Mrd. Dollar ausländisches Investitionskapital, während chinesische Firmen auf den internationalen Märkten bisher rund 20 Mrd. Dollar lukriert haben, erklärte Suresh Goyal, indischer Investmentchef der HSBC-Holding http://www.hsbc.com/

[bmann025]

Habe den Mischkonzern Reliance wegen dessen Telekomtochter in die Liste hinzugefügt, sowie die ADRs von MTNL und VSNL.

Name Kurs Veränderung
BRTI.BO 154.90 +0.26%
MTNL.BO 144.00 +1.59%
MTE 8.83$ +7.55%
RELI.BO 596.85 + 1.80%
VSNL.BO 201.15 +3.63%
VSE 9.43$ + 4.55%
STEL.SI 2.40 +0.42%

MTE ADR = 2 MTNL
VSL ADR = 2 VSNL

STEL, MTE, VSL auf 52 Wochenhoch.


Indien auf dem Weg zum 2.größten Telekommarkt bereits Ende 2007:


Telecom user base at 203 mn by `07:E&Y

PTI[ MONDAY, MARCH 08, 2004 12:22:32 PM ]
NEW DELHI: Telecom subscriber base is all set to reach 203 million in 2007, while telecom revenues are expected to almost triple to $23-25 billion by 2007 compared to $9 billion in 2002, according to Ernst & Young.

"The total telecom subscriber base, which has grown by 38 per cent in 2003, is expected to reach 203 million in 2007," a report by Ernst & Young said.

The report said teledensity had increased from merely two per cent or so in 1999 to about seven per cent in 2003, and is set to cross 20 per cent in the next five years, beating government`s target by three years.

"Total telecom revenues are expected to almost triple from $9 billion in 2002 to $23-25 billion by 2007," it said.

It said the global wireless revolution had been the principal growth engine in India, as in other parts of the world.

"The wireless subscriber base has galloped from 1.6 million in 1999 to 28.2 million in 2003. In the last three years, two out of every three new telephone subscribers were wireless subscribers," it said adding wireless now accounts for 40 per cent of the total telephone subscriber base as compared to only about 9.5 per cent in 2000 "Wireless subscriber base is expected to accelerate further from just under two million new subscribers per month currently to 2.5 million by 2005, and wireless will surpass wireline by late 2004 or early 2005," the report said.

In fact, in certain pockets of the country, wireless subscribers already outnumbered wireline subscribers, mirroring the global trend.

The report said sharply declining tariffs and handset prices had made wireless extremely affordable.

"Intense competition has been instrumental in driving down wireless tariffs. Entry of the third and fourth GSM operators in each circle, and CDMA wireless operators has created a new floor for local and long distance tariffs," it said.

Crash in handset prices by more than 70 per cent over the last 4-5 years, coupled with easy finance schemes and bundling of handsets with connections by operators have greatly added to the attraction of wireless.

It said with government reducing customs duties on handsets, the prices are expected to decrease further, leading to higher new demand and replacement demand.

[bmann025]

Also "erst" in 2009

India to be 2nd largest telecom market in 5 years: E&Y study

By THOMAS K THOMAS New Delhi, 7 March
Indian telecom operators could see almost three-fold jump in revenues — from $9 billlion in 2002 to $25 billion by 2007, according to a study released by Ernst &Young.

As per the study the Indian telecom network will become the second largest in the world after China in the next five years.

The report, titled “Redefining Indian Telecom,” also said that the teledensity in India would cross 20 per cent in the next five years instead of eight years as projected by the government.

“We estimate the subscriber base to cross the 20 crore mark by 2007 and 25 crore in the next couple of years. This will easily make India the second largest market in the world,” Sanjay Mehta, Ernst & Young director, said.

Outlining the key drivers of future growth, the report said that small operators with low economies of scale would not be viable due to the very high cost per minute.

“Eventually only three or four large operators with pan-India operations will remain dominant,” it said.

The report predicted that state owned telecom majors, MTNL (MTNL.BO, news) and BSNL, would eventually merge in the face of stiff competition from integrated private players.

Once mobile operators were allowed to route inter circle calls within their own network, the long distance operators would lose relevance, and therefore such players would integrate with large wireless or wire line players.

“According to us, companies with low cost and pan India business models with diversified product offerings will be the future winners,” the E&Y study said.

The report cautioned operators that while the future value for companies would reside in ownership of customers, operators should also pay rigorous attention to retaining revenue.

“The ability to keep operating costs under control will be the key for the much needed flexibility in pricing. Various operators have moved towards infrastructure sharing and outsourcing network O&M activities,” it said.

Redefining Indian Telecom findings

[bmann025]

Telecom rates crashing
VSNL may lose out as Data Access offers to carry BSNL calls to US, UK at Rs 1.69 a minute

Thomas K Thomas in New Delhi
Published : March 9, 2004

In a blow to Videsh Sanchar Nigam Ltd’s (VSNL’s) monopoly in international long-distance services, the Siddhartha Ray-promoted Data Access has emerged the lowest bidder for carrying traffic from Bharat Sanchar Nigam Ltd’s (BSNL’s) subscribers to the US, UK, Canada and West Asia. These sectors account for over 63 per cent of the public sector company’s outbound traffic.

International long-distance rates in the country are expected to crash, with Data Access quoting a settlement rate of Rs 1.69 per minute, compared with Rs 6 offered by VSNL at present.

If BSNL accepts Data Access’s offer, calling rates to the US, UK and Canada could come down by almost Rs 4 a minute.

Settlement rate is the charge paid by the international long-distance operator in India to international carriers like AT&T and Worldcom for carrying its traffic to foreign destinations.

VSNL has emerged the lowest bidder only for calls to Europe, Australia, New Zealand, the South Asian Association for Regional Co-operation countries, Saudi Arabia and Africa, which together account for 33 per cent of the country’s international traffic.

Reliance Infocomm is the lowest bidder for the Southeast Asian sector, which includes Singapore, Thailand, Indonesia, Malay- sia and Hong Kong. Bharti Tele-Ventures had also bid for the seven international long-distance sectors but failed to get the lowest bid in any of them.

If BSNL allots the contract to the lowest bidder, VSNL will stand to lose around Rs 400 crore annually.

But VSNL sources said it might not have any major effect on the company’s bottom line since a major chunk of the settlement rate would have to be passed on to the international carrier.

VSNL also gets a significant part of its profits from sharing its international long-distance infrastructure with BSNL. The two companies have already signed an agreement for sharing infrastructure till February 2005.

BSNL is also expected to launch its international long-distance services before March 31, and is in talks with international carriers for settlement rates.

Therefore, today’s settlement rate offers will be relevant only for 2-3 months. According to VSNL sources, the company has offered to negotiate on the settlement rates after April 1

[bmann025]

Sensex schwach (1.43%)
Videsh und STEL auf 52-Wochenhoch

Name Kurs Veränderung
BRTI.BO 153.95 -0.61%
MTNL.BO 145.05 +0.73%, MTE 8.45$(MTE ADR = 2 MTNL)
RELI.BO 583.45 -2.25%
VSNL.BO 208.40 +3.60%, VSE 9.39$(VSL ADR = 2 VSNL)
STEL.SI 2.45 +2.08%

konservativer Favorit: STEL
spekulativer Favorit: BRTI
hochspekulativer Favorit: VSNL

[bmann025]

Name Kurs Veränderung
BRTI.BO 155.45 +0.97%
MTNL.BO 141.95 -2.14%, MTE 8.05$(MTE ADR = 2 MTNL)
RELI.BO 572.35 -1.90%
VSNL.BO 200.95 -3.57%, VSE 9.00$(VSL ADR = 2 VSNL)
STEL.SI 2.39 -2.45%

konservativer Favorit: STEL
spekulativer Favorit: BRTI
hochspekulativer Favorit: VSNL

-----------------------------------------------------

Rate war drags VSNL down

Videsh Sanchar Nigam has plunged 5.16% to Rs 197.65 by 10:50 am, on reports that Data Access has emerged as a lowest bidder for carrying traffic from Bharat Sanchar Nigam, BSNL’s subscribers to the US, the UK, Canada and West Asia. These sectors account for over 63% of BSNL’s outbound traffic.

This comes as a major setback to VSNL’s monopoly international long distance services. International long-distance rates in the country are expected to crash, with Data Access quoting a settlement rate of Rs 1.69 per minute, compared with Rs 6 offered by VSNL at present.

VSNL has touched an intra-day high of Rs 204.90 and an intra-day low of Rs 196. Over 30,942 shares have been traded on the BSE so far. The stock is the top loser on the Nifty.

Yesterday, the share closed up 3.6% or Rs 7.25 at Rs 208.40.

[bmann025]

Name Kurs Veränderung
BRTI.BO 150.05 -3.47%
MTNL.BO 139.45 -1.76%, MTE 7.63$(MTE ADR = 2 MTNL)
RELI.BO 565.00 -1.28%
VSNL.BO 193.75 -3.58%, VSE 8.31$(VSL ADR = 2 VSNL)
STEL.SI 2.35 -1.67%

konservativer Favorit: STEL
spekulativer Favorit: BRTI
hochspekulativer Favorit: VSNL

-----------------------------------------------------


Tatas, Reliance lock horns over bandwidth; Trai may intervene

PTI[ THURSDAY, MARCH 11, 2004 02:37:54 PM ]
NEW DELHI : As if brushing aside VSNL`s contention that the bandwidth row it had with Reliance-owned FLAG cable was a commercial dispute, TRAI Chairman Pradip Baijal has asked the Tata-owned telecom giant to resolve the issue at once to provide landing facilities to ILD operators.

After months of discussion with ILD operators who had approached the regulator for debottlenecking the landing facilities and VSNL, TRAI told the erstwhile PSU that it would be forced to intervene if the issue was not resolved soon.

Shortly after issuing the direction to VSNL during a meeting yesterday, Baijal said "we have asked them to sort out bottleneck issues or else we may have to intervene."

Meanwhile, VSNL has offered FLAG to negotiate in "good faith" in respect of allocation of bandwidth facilities by the global major.

Baijal refused to accept that the issue was between Reliance and Tatas saying "the issue is not Reliance... It is a matter between VSNL and ILD operators."

Asked if Reliance had approached the regulator for removal of bottleneck problems to enable it cut international bandwidth prices by upto 70 per cent, Baijal said "ILD operators have been approaching him for the last 4-5 months."

According to Reliance officials, the ILD operators had to pay about 5 million dollars for 155 MBPS under the present dispensation for landing in India and the same could be brought down to one fifth at one million dollars if bandwidth facilities were liberalised.

[bmann025]

Reliance Info targets enterprise market
K YATISH RAJAWAT

TIMES NEWS NETWORK[ SATURDAY, MARCH 13, 2004 05:32:30 AM ]
MUMBAI: Reliance Infocomm is targeting the enterprise data and voice market after extending its broadband ethernet network to 30 cities. A commercial launch of its broadband offering which will cover voice, data, network services and multimedia is expected in the next ten days.

Unlike the launch of the wireless CDMA service, targeted mainly at consumers, the enterprise services will not see an advertising blitzkrieg. Enterprise services will be marketed through a direct sales model for which the company has appointed account managers.

Infocomm has laid fibre to high rise buildings in 30 cities. Companies with offices in these buildings will be able to avail these services. The enterprise telecom services market is fragmented with no single player providing all the services across the full length and breadth of the country.

Enterprises with substantial IT infrastructure take leased lines from BSNL, Tata Teleservices, MTNL or other basic telecom service providers. Only BSNL has a country wide network for providing leased lines, but the public sector incumbent has not yet combined it with multi-media and network services.

VSAT service providers like Comsat Max and Hughes Escorts provide end to end network services using a combination of leased lines and satellite capacity. Then there are internet service providers like Sify which provide broadband internet access to enterprises.

Reliance Infocomm is combining all these services under one roof by leveraging its ethernet network, data centre and fibber optic network.

Prakash Bajpai, president, Reliance Infocomm, told ET, “We have been carrying out trials within the Reliance group for more than an year, now. We will start signing customers in the next 10 days or so.”

The objective is to provide a complete solution to an enterprise which takes care of all his telecommunication needs, he added. Infocomm will also launch new landline instruments developed by Chinese and Taiwanese vendors for the enterprises.

Reliance Infocomm landline phones will be digital and will have most of the functionality of a wireless phone or the EPABX phones. They will be priced around Rs 1,000 and will have functionality like call forwarding, caller line identification, call duration, missed calls and so on.

[bmann025]

1 Jahr: Bharti hat alle abgehängt, nur MTNL schlechter als der Index




3 Monate: Alle schlagen den Index

[bmann025]

Sensex crashes….largest fall in 3 years

Sch.. Tag, VSNL war lange im Plus und ist am Ende auch abgesoffen.

Name Kurs Veränderung
BRTI.BO 150.90 -0.13%
MTNL.BO 139.25 -1.94%, MTE 7.55$(MTE ADR = 2 MTNL)
RELI.BO 542.95 -3.65%
VSNL.BO 183.90 -3.06%, VSE 8.50$(VSL ADR = 2 VSNL)
STEL.SI 2.28 -1.30%

konservativer Favorit: STEL
spekulativer Favorit: BRTI
hochspekulativer Favorit: VSNL

-----------------------------------------------------

Sensex crashes….largest fall in 3 years 3/15/2004 6:14:10 PM IST

Today can aptly be described as Black Monday for the market. Not that the market has fallen so sharply in single trading session for the first time in its history but the market fell even when there were no triggers for such a huge fall. The Sensex ended down with a loss of 180 points which is the single biggest fall in the last three years. The market had seen a bigger fall on 13th March 01 when it had lost 227 points to close at 3541. Today’s fall has pulled the market down to its 3 month low of 5520. The market has fallen nearly 500 points in the last twelve trading sessions.

Questions are being raised whether the bull run is coming to a close or is this a technical correction. Most analysts believe that the market has entered into an intermediate bearish phase though the long term bull market remains intact.



Sensex
Sensex Close
Sensex Fall

15-Mar-04
5520.46
-179.74

23-Feb-04
5698.04
-152.68

19-Feb-04
5855.1
-171.92

22-Jan-04
5593.74
-164.45

21-Jan-04
5758.19
-163.92

20-Jan-04
5922.11
-141.99

15-Sep-03
4193.83
-112.08

25-Aug-03
4004.63
-120.49

21-Sep-01
2600.12
-161.54

17-Sep-01
2680.98
-150.00

14-Sep-01
2830.12
-157.38

13-Mar-01
3540.65
-227.24

22-Dec-00
3905.9
-128.33

15-Dec-00
4137.16
-133.29

22-Sep-00
4032.37
-224.83

18-Sep-00
4366.41
-195.97

24-Jul-00
4188.34
-275.32

21-Jun-00
4731.57
-132.33

Here are some of the key factors contributing to the recent declines:

Growing opposition to the IT outsourcing in the U.S. ahead of November Presidential elections
Significant fall in US markets this week with the Dow Jones and Nasdaq erasing their gains for the year 2004.
Asian and European markets have also followed the Wall Street down turn
Mutual Funds have been net sellers to the tune of Rs715mn
Difficult liquidity position on account of huge money being into recent IPOs
Investors adopting cautious approach ahead of the upcoming Lok Sabha elections
Large investors are selling ahead of the March 15 Advance Tax deadline.

[bmann025]

Sensexrettet sich ins Plus, Bharti größter Verlierer

Name Kurs Veränderung
BRTI.BO 144.85 -4.01%
MTNL.BO 138.40 -0.61%, MTE 7.35$(MTE ADR = 2 MTNL)
RELI.BO 542.40 -0.14%
VSNL.BO 184.30 +0.22%, VSE 8.09$(VSL ADR = 2 VSNL)
STEL.SI 2.24 -1.75%

konservativer Favorit: STEL
spekulativer Favorit: BRTI
hochspekulativer Favorit: VSNL

[bmann025]

Auch heute eher entäuschendes Bild in Indien.

Kurse:

http://in.finance.yahoo.com/q?m=w&s=brti.bo&d=t&s=mtnl.bo&s=…

[bmann025]

Indien heute sehr schwach, leider auch noch ohne Grund.


Kaum zu glauben...

BSNL will in 1 Jahre von 5 auf 25 Millionen Mobilfunknutzer zulegen.

Aktuell ist der staatliche Festnetzriese die Nummer 3 hinter Bharti und Reliance Infocomm.


BSNL to raise mobile user base to 25mn in 1 yr 3/18/2004 2:42:52 PM IST

Bharat Sanchar Nigam Ltd. (BSNL) said on Thursday that it would increase its cellular subscriber base from the current 5mn to 25mn in 12-15 months.

"A tender of 15mn lines will be awarded shortly and order for 40 lakh has already been given," said V.P.Sinha, CMD of BSNL at the `Convergence India` conference in New Delhi.

Meanwhile, BSNL and Korea Telecom have joined hands to offer Indian customers a wide range of broadband services, including cable, telephone connectivity and internet at high speed.

BSNL also plans to invest Rs20bn on Phase II of its national Internet broadband network infrastructure, said Sinha adding that another Rs20bn would be invested on upgradation of its copper wire line network.

[bmann025]

How the US can combat its job crisis: turn Hindu

ECONOMICTIMES.COM[ THURSDAY, MARCH 18, 2004 06:19:33 PM ]
This is as best as the outsourcing controversy can get. Did you know that a lot of problems facing the US economy will be over if the Americans learn to be Hindu?

Weiter unter:

http://economictimes.indiatimes.com/articleshow/568000.cms

[bmann025]

VSNL acquires Dishnet DSL for Rs 270 crore
By Our Corporate Bureau Mumbai, 19 March

The Tatas-owned Videsh Sanchar Nigam Ltd (VSNL) today announced the acquisition of the Chennai based Dishnet DSL`s internet service provider (ISP) division for Rs 270 crore in a slump-sale transaction.

The acquisition includes internet assets, employees and customers of Dishnet`s ISP division. The move will further consolidate VSNL`s position in dial-up space and marks its foray into the broadband business.

In a media statement, VSNL said it has signed a slump sale agreement with Dishnet to take over the narrowband and broadband businesses of Dishnet`s ISP division.

The transaction is subject to fulfillment of certain conditions and some legal formalities, which are expected to be completed soon, the statement said.

It is learnt that VSNL is also looking at acquiring Tata Power (TTPW.BO, news) `s broadband business that has been recently hived off into a separate company.

V Srinivasan, chief executive officer & director of Dishnet DSL, part of the Sterling Infotech group said, “ This divestment is in line with our group`s strategy to focus on wireless communication business.”

Through this acquisition, VSNL will have access to over 600 owned and franchised cybercafes of Dishnet and the broadband assets having capacity to serve more than 50,000 customers in key cities in the country.

Further, VSNL will now cover dial-up services in 20 additional locations in addition to VSNL`s existing 30 locations of operation.

N Srinath, director (operations),VSNL said, “The acquisition will strategically help VSNL consolidate its presence in internet space under the Tata Indicom banner by enlarging its footprint and giving it a headstart in broadband Internet.”

[bmann025]

Bharti to invest Rs 2,000 cr in 2004-05 fiscal
http://economictimes.indiatimes.com/articleshow/574725.cms

VSNL offers to double Flag capacity, lower access fees
http://economictimes.indiatimes.com/articleshow/575468.cms" target="_blank" rel="nofollow ugc noopener">http://economictimes.indiatimes.com/articleshow/575468.cms


VSNL not to cut rates for carrying BSNL`s ILD traffic
http://economictimes.indiatimes.com/articleshow/573738.cms

[bmann025]

Stoploss of Rs 123 advised in MTNL
http://in.biz.yahoo.com/040322/65/2c54l.html

STEL.SI:
RPTUPDATE 2-Belgacom IPO priced at 24.50 euros/shr
http://biz.yahoo.com/rf/040321/telecoms_belgacom_4.html

[bmann025]

VSNL heute mit über 8% plus.

Kurse:
http://in.finance.yahoo.com/q?m=w&s=brti.bo&d=t&s=mtnl.bo&s=…

konservativer Favorit: STEL
spekulativer Favorit: BRTI
hochspekulativer Favorit: VSNL


VSNL and Flag come to an agreement
http://www.moneycontrol.com/news/highlights/newsdetail_new.p…

[Martok]

Was haltet ihr von Dr Reddy (REDY.BO) oder Ranbaxy Labs (RANB.BO). Sind beides Favoriten des Crashpropheten Marc Faber!

Ranbaxy Laboratories Ltd (RANB.BO)


Dr Reddy Laboratories Ltd (REDY.BO)




Grüsse
Martok

[bmann025]

@Martok
Beobachte z.Z. nur Telekomwerte und kann leiderzu beiden Werten nichts sagen.

Recherche z.B. unter:
http://in.biz.yahoo.com/local/
http://www.nse-india.com/
http://economictimes.indiatimes.com/
http://www.indiainfoline.com/
http://www.moneycontrol.com/indexnew.php
http://www.business-standard.com/
http://www.capitalmarket.com/
http://www.thehindubusinessline.com/blnus/

Messageboard:
http://www.moneycontrol.com/msgboard/advance_search.php#text


Wenig Bewegung heute.

VSNL may win a premium for routing BSNL`s ISD traffic
http://economictimes.indiatimes.com/articleshow/580819.cms

[bmann025]

Bei den Telekoms eher ein langweiliger Tag.

Ansonsten mal wieder ein übereuphorischer Kommentar von moneycontrol:

Huge rally! Sensex back above 5500

At 12.44 pm the Sensex is up 86.34 points or 1.59% at 5500.78, and the Nifty up 37.70 points or 2.21% at 1742.15.

Stocks on a roll
Heavyweights Reliance, ICICI bank (ICBK.BO, news) shine
Tech and banks rally on
With the expiration of the March contracts behind them the investors have begun stock picking afresh today. The upcoming results season is also driving up the positive sentiment on the bourses. The top gainers on the Sensex are ICICI Bank, Zee and Wipro (WIPRd.BO, news) while on the Nifty Oriental Bank, Tata Tea (TTTE.BO, news) and Tata Chemicals.

Banks and techs are big movers today as the BANKEX rallied almost 3.14%. ICICI Bank is to come out with its Rs 3050 crore (Rs 30.50 billion) public offer on April 2, at a price band of Rs 255 – Rs 295. The tech stocks have staged a tidy rally on the back of the huge recovery on the Nasdaq. The BSE IT index has gained almost 3.04%.

The Sensex has touched an intra-day high of 5517.88 today. Heavyweights Reliance, ICICI Bank and Infosys are top contributors to the gains on the Sensex. The BSE PSU index has rallied almost 2.10% today. The market breadth also looks strong with the advancing shares outpacing the declining ones. About 1166 shares have advanced, 536 shares declined, and 70 shares are unchanged.

[bmann025]

VSNL to invest $40 mn in sea cable to Europe
http://in.biz.yahoo.com/040328/26/2c9dm.html

[bmann025]

In die Emerging Markets scheint Tristesse einzuziehen.

VSNL und BRTI hingegen heute mit schönen Gewinnen.

Kurse:
http://in.finance.yahoo.com/q?m=w&s=brti.bo&d=t&s=mtnl.bo&s=…

konservativer Favorit: STEL
spekulativer Favorit: BRTI
hochspekulativer Favorit: VSNL

[bmann025]

VSL MTE in der Bestenliste der NYSE
http://finance.yahoo.com/mnpg?e=nq

[bmann025]

VSNL to carry all of BSNL`s foreign calls

Thomas K Thomas in New Delhi | March 31, 2004 07:39 IST

Bharat Sanchar Nigam Ltd will route all international calls from its 42 million subscribers via the Tata-managed Videsh Sanchar Nigam Ltd. The deal was struck after VSNL matched the Rs 1.69 per minute settlement rate to the United States and United Kingdom offered by Data Access.

In the first round of bidding for BSNL`s traffic to nine foreign sectors, VSNL had lost out on the crucial US, UK and Middle East sectors.

Data Access had emerged the lowest bidder in these sectors, which account for 63 per cent of BSNL`s international long-distance traffic.

VSNL has charged Rs 6 a minute as the settlement rate since April 2002.

Initially, in the first round, VSNL slashed the rate to Rs 2.20 per minute. Now, with the settlement rate coming down to Rs 1.69, consumers can expect a 15-20 per cent drop in international long-distance tariffs. Analysts predict that the cut in the settlement rates from Rs 6 to Rs 1.69 could lead to a Rs 200 crore (Rs 2 billion) fall in revenue for VSNL.

BSNL sources said the agreement with VSNL made sense since the two companies had a long-standing relationship.

"Given the fact that VSNL is matching the offer made by Data Access, there is no need for us to route our international long-distance traffic through other companies. This also saves us the trouble of establishing new interconnect agreements and points of interconnection with other players," a BSNL executive said.

While this is good news for the revenue-sapped VSNL, for rival firm Data Access it rings in bad news. Recently, Data Access`s initial public offer was put on hold after the Securities and Exchange Board of India raised queries about it.

Of the 110 million minutes of outbound traffic every month from India, BSNL accounts for 80 million minutes. Mahanagar Telephone Nigam Ltd, cellular operators and the other basic players account for 10 million minutes each.

Executives in Data Access, however, said the BSNL decision would not have any implication on its bottom line since its current business model was based on international long-distance traffic from private players which account for about 10 million minutes a month. They said the company had garnered 30 per cent of the inbound international long-distance traffic and the revenue projections had been made on the basis of this model.

BSNL postpones ILD launch

BSNL has pushed back the launch of its international long-distance services by a few weeks because the necessary agreements with international carriers are still not in place.

"Discussions are on with international carriers and we will launch our international long-distance services as soon as we finalise an agreement with at least one carrier," a BSNL executive said. The company was scheduled to launch its services on Wednesday.

[bmann025]

So schnell kann`s gehen,

BRTI heute zeitweise auf all-time high.
VSNL nahe 52-Wochenhoch, zum Schluß aber mit Abschlägen.
MTNL dick im Plus, die neulich von moneyline empfohlene Stopp-Lossmarke wäre ein idealer Einstieg gewesen.

Kurse:
http://in.finance.yahoo.com/q?m=w&s=brti.bo&d=t&s=mtnl.bo&s=…

konservativer Favorit: STEL
spekulativer Favorit: BRTI
hochspekulativer Favorit: VSNL

[bmann025]

India pips China as Asia’s fastest-growing economy

India’s gross domestic product (GDP) growth rate in the third quarter of 2003-04 is estimated at 10.4 per cent, higher than that of all other emerging economies...

http://www.business-standard.com/today/story.asp?Menu=19&sto…

[bmann025]

Tatas to bring telecom arms under one roof in 2 years

http://economictimes.indiatimes.com/articleshow/597343.cms" target="_blank" rel="nofollow ugc noopener">http://economictimes.indiatimes.com/articleshow/597343.cms

[JMA]

Crompton Greaves Wachstumswert
Emerging Markets Investor

Die Experten des Börsenbriefs "Emerging Markets Investor" halten die Crompton Greaves-Aktie (ISIN US2271202010/ WKN 903997) für einen Wachstumswert.

Die Produktpalette der indischen Gesellschaft umfasse Haushaltsgeräte, Telekomequipment, Motoren, Transformatoren und andere elektrische und elektronische Teile. In den kommenden zwei Jahren würden die Analysten von J.P. Morgan eine Gewinnexplosion von 100% erwarten. Der Gewinn hätte sich damit im Vierjahreszeitraum 2003 bis 2006 fast versechsfacht.

In den kommenden zwei Jahren falle das KGV der Aktie auf gerade einmal 5,5 zurück, was einem 60%igen Discount zum Gesamtmarktschnitt entspreche.

Die Experten von "Emerging Markets Investor" sind der Meinung, dass Crompton Greaves ein Wachstumswert ist.

[bmann025]

Mobile phone user base up at 3.33 cr in March

PTI[ TUESDAY, APRIL 06, 2004 07:30:21 PM ]
NEW DELHI: The mobile phone user base in the country has crossed the 33 million mark at the end of the last fiscal with Reliance topping the list with over 7.2 million followed by Bharti with 6.5 million users.

Reliance`s subscriber base includes both its CDMA-based mobiles and GSM-based mobile subscribers, while Bharti operates only in the GSM-based mobility segment.

As per the latest subscriber base data released by COAI and ABTO, BSNL`s GSM user base stood at 5.29 million as on March 2004. The second largest CDMA mobile operator Tatas had a subscriber base of 6.25 lakh followed by HFCL and Shyam at 29,908 and 27,632, respectively.

The GSM growth achieved during the last fiscal (2003-04) stood at a whopping 106 per cent compared to 97 per cent in 2002-03. "Subscriber additions during March 2004 was 15.07 lakh. This represents a slightly higher level as compared to previous four months," COAI said in a statement.

[smoothtrader]

Habe ein problem.
Wo kann man Bharti ordern?

[bmann025]

@smoothtrader,

Bharti werden m.W. nach nur in Indien gehandelt.
Kenn keinen deutschen Broker, der Handel in Indien anbietet.

Im Sommer werden evtl. ADRs gelistet.

STEL.SI besitzt 28% an Bharti

[hyperblob]

Kennt jemand einen günstigen Broker, mit dem man die in an der London Stock Exchange und auch der Börse Luxembourg notierten indischen GDRs handeln kann, um nicht auf den deutschen Freiverkehr angewiesen zu sein?

[Madawa]

Hallo,

kann jemand einen Fond empfehlen, der vor allem in indische Aktien investiert? Habe unter den emerging markets - Fonds bisher keinen gefunden, der nennenswerte Anteile in indischen Werten anlegt...

Danke!

[auro]

kein fond aber vielleicht trotzdem interssant,
ist ein open-end zertifikat

http://www.abn-zertifikate.de/quotes/quotes_detail.asp?Zerti…

gruss

[bmann025]

HSBC Indian Equity
Thread: HSBC Indian Equity

[Schuka]

974879 DWS India

[smoothtrader]

@bmann025

Wer oder was ist STEL.SI ?

Finde die nirgends

[bmann025]

@smoothtrader

Kurse Singapore Telekom
http://de.finance.yahoo.com/q?s=stel.si&s=888035.f&s=888035…

Charts Telekoms
http://in.finance.yahoo.com/q?m=b&s=brti.bo&d=t&s=mtnl.bo&s=…

Homepages
http://www.singtel.com/
http://www.bhartiteleventures.com/homea.htm
http://www.mtnl.net.in/index.htm
http://www.vsnl.com/

Singapore Telecom Subsidiaries

NCS - leading IT service provider in the region which helps customers create business value and gain competitive edge through the strategic implementation of IT.
SingNet - leading Internet Service Provider in Singapore.
Optus - second largest communications company in Australia, acquired by SingTel in October 2001.
Joint Ventures & Associated Companies

APT Telecom - offers external telecommunications services in Hong Kong through APSTAR satellites and other systems.
Singapore Post - leading postal service provider in Singapore with more than 60 main branches and over 90 authorised agencies island-wide.
Overseas Investments

Advanced Info Service - leading cellular operator in Thailand, 41 per cent owned by Shin Group and 21 per cent owned by SingTel.
APT Satellite - primarily provides high quality satellite transponder and telecommunications services for the broadcasting and telecommunications sectors.
Belgacom (verkauft!) - the leading and incumbent communications company in Belgium, owned by the Belgian State, SBC communications, Tele Danmark and SingTel.
Bharti - one of the largest private telecom groups in India, 32 per cent owned by SingTel.
Globe Telecom - an integrated telecom provider in the Philippines, owned by Ayala Corporation and SingTel.
New Century Infocomm - a consortium formed by SingTel and the Far Eastern Group of Taiwan, offering voice and data services.
Telkomsel - Indonesia`s largest mobile service provider, 35 per cent owned by SingTel.

[smoothtrader]

@bmann025

Danke.

[bmann025]

Zurück aus dem Urlaub, daher etwas verspätet:

Ergebnis Singapoe Telekom:
http://home.singtel.com/news_centre/news_releases/2004_05_06…

...SingTel’s overseas investments continued to report very strong results. For the year, the Group’s share of pre-tax earnings from the ordinary operations of its associates was a record S$1.44 billion, an increase of 87 per cent compared to last year. About two thirds, or S$927 million, came from AIS, Bharti, Globe and Telkomsel. ... (1.44 Bill. sind 25% des Pretax profits).

[bmann025]

Ergebnisse Bharti
http://www.bhartiteleventures.com/results/BTVLreports_mar200…

[bmann025]

6-Monatsperformance von Bharti, Videsh und SingTel

[bmann025]

Ergebnisse MTNL:
http://www.nse-india.com/marketinfo/companyinfo/eod/results.…

konservativer Favorit: STEL
spekulativer Favorit: BRTI
hochspekulativer Favorit: VSNL

[bmann025]

MTNL, BSNL off disinvestment list
http://economictimes.indiatimes.com/articleshow/699714.cms

konservativer Favorit: STEL
spekulativer Favorit: BRTI
hochspekulativer Favorit: VSNL

[bmann025]

ECONOMICTIMES.COM[ WEDNESDAY, JUNE 23, 2004 10:54:58 AM ]

VSNL has posted a net profit of Rs 82.2 crore for the quarter ended March 31, 2004 as compared to Rs 191.1 crore for the quarter ended March 31, 2003, according to a posting on the BSE Website.

Total income has decreased from Rs 1,038.3 crore in the same quarter last year to Rs 813.2 crore in 2004.

The company has posted a net profit of Rs 377.7 crore for the year ended March 31, 2004 as compared to Rs 780.1 crore for the year ended March 31, 2003. Total income has decreased from Rs 4,812.5 crore in FY-03 to Rs 3,371.1 crore in the year ended March 31, 2004.

The Board of Directors has recommended a dividend of Rs 4.50 per share for 2003-04 .

[bmann025]

Zahlen von VSNL wurden gut aufgenommen.
Zum Vorquartal stabiler Umsatz und weiterhin profitabel, trotz der starken Preisreduzierungen bei Ferngesprächen ins Ausland.


VSNL net slumps 57% in fourth quarter

Videsh Sanchar Nigam Ltd (VSNL), a Tata group company, has recorded a 56.98 per cent drop in its net profit at Rs 82.2 crore for the quarter ended March 2004 compared with Rs 191.1 crore in the corresponding quarter of previous year. Income from operations has fallen by 14.92 per cent to Rs 778.1 crore compared with Rs 914.6 crore in the quarter ended March 31, 2003.

However, total income has dropped by 21.68 per cent at Rs 813.2 crore for the quarter ended March 2004 compared with Rs 1038.3 crore in the same quarter of previous year. The board has recommended a dividend of 45 per cent for 2003-04.

The company has attributed the fall in its profits and income to the declining international long distance voice revenue on account of a sharp decline in international settlement rates, domestic tariffs, competition and the growing concern of the ILD grey market.

The year, however, witnessed a voluminous growth in the traffic route into the country through grey market channels, the company has stated in a press release.

S K Gupta, managing director of VSNL, “The company is diversfying into other businesses to broad base its model so as to grow in a competitive environment. The share of enterprise at a business is growing at a rapid pace and today contributes around 30 per cent of the company’s operation revenues”.

The company has spent Rs 75 crore on voluntary retirement schemes during the quarter under consideration.

[bmann025]

Nochmal VSNL
http://www.indiainfoline.com/lare/vsnl_0404.pdf

[bmann025]

VSNL zum dritten:
http://www.vsnl.com/news.php?htm=vsnlnews/vsnlboard_recommen…

[Euro2006]

Ich suche eine Quelle für den kompletten Geschäftsbericht der Bank of India in englisch. Kennt jemand hier einen Link; auf der Homepage konnte ich nichts finden außer ein paar dünnen Zahlen, aber keine Bilanz etc.

Euro2006

[bmann025]

#150: leider nur "dünne" Zahlen auch auf www.nse-india.com

[bmann025]

Bharti Tele rings in gains

Hike in FDI limit in telecom spurs the counter


Bharti Tele-Ventures shares were up 4.6% on BSE in mid-morning trades at Rs 155.45. The stock hit a high of Rs 159. 9.04 lakh shares changed hands in the counter on BSE.

The stock gained 2.2% on Thursday to Rs 148.55 on heavy volume of 43.8 lakh shares. It was among the handful of stocks to post gain on the budget day when the market plunged due to levy of a 0.15% turnover tax on all trades including derivatives trade.

Increase in FDI limit in telecom sector from 49% to 74% has boosted the counter. It may be recalled that, in January this year, the NDA government had delayed an expected relaxation of FDI in telecom to 74% from 49%.

Currently, there is a limitation on fresh foreign investment in BTVL as total foreign holding in the company stands at 47.7% (this includes FII holding). Singapore Telecom is one of the major shareholders in BTVL. Private equity group Warburg Pincus also has stake in BTVL.

BTVL is a cellular services major. In early April 2004, BTVL acquired Hexacom, which has more than 250,000 mobile users, and is the biggest operator of GSM-based wireless services in Rajasthan. The acquisition of Hexacom makes it the biggest player in the Rajasthan circle.

For Q4 ended 31 March 2004, BTVL (on consolidated Indian GAAP) registered a massive 1,160% jump in net profit to Rs 321.95 crore compared to Rs 25.57 crore in the corresponding period of the previous year. Total revenues surged by 49.4% to Rs 1,553.27 crore from Rs 1,039.62 crore.

BTVL has proposed a major expansion to raise its subscription base. It has planned fresh investments of Rs 2,000 crore towards capacity expansion and modernisation plans for the year 2004-05. It proposes to launch mobile services in new circles including Jammu and Kashmir, UP-East, West Bengal, Orissa, and Bihar by September 2004. The company also plans to expand into 20,000 villages and 1,000 new towns to offer Airtel mobile services

[bmann025]

VSNL rings in gains on strong Q1

A surprise surge in Q1 net profit boosted the counter today.


VSNL shares jumped 7.8% today to settle at Rs 185.90. The stock hit a high of Rs 188. The stock surged soon after the results announcement. The Q1 results hit the market in the latter part of trading today. 2.3 lakh shares changed hands in the counter on BSE.

After witnessing a sharp surge late June 2004 in line with the broad market rally, the stock turned range-bound later ahead of the results. From a low of Rs 137.65 on 23 June 2004, the scrip jumped to Rs 177.30 on 7 July 2004. It moved in the Rs 164-172 range later.

VSNL today reported a sharp 92.7% jump in its Q1 June 2004 net profit at Rs 126.80 crore from Rs 65.80 crore in Q1 June 2003. But the total income declined 11.5% to Rs 819.20 crore from Rs 926.30 crore. Other income fell sharply to Rs 24.80 crore from Rs 40.80 crore.

In recent years, VSNL has had to bear the brunt of increasing competition in the international long-distance (ILD) telephony business. VSNL was isolated from competition so long as it enjoyed a monopoly, which was taken off a couple of years back when the ILD sector was opened up. VSNL derives three-fourths of its revenue from the ILD segment.

VSNL had to offer lower rates (than the usual terms) to BSNL after Data Access came out with an offer of optimal rates to BSNL. BSNL had called for bids from other operators to carry its calls out of the country after VSNL lost its monopoly for providing overseas services to the state-run giant in mid-February 2004. The deal with VSNL, however, was maintained after VSNL matched the Rs 1.69 per minute settlement rate to the US and UK offered by Data Access.

VSNL also offers a host of other valued added services like Internet and data services, and specialised services that include video conferencing, television video up linking, program transmission services, and frame relay services among others.



Previous Stories
VSNL’s Q1 net profit at Rs 126.8 cr (Results - Announcements 30-Jul 15:39)

VSNL, FLAG resolve dispute over bandwidth sharing (Corporate News 6-Jul 10:41)

VSNL to set up operations in Hong Kong (Corporate News 1-Jul 11:26)

VSNL (Results - Analysis 24-Jun 15:39)

Q4 disappointment keeps investors away from VSNL (Hot Pursuit 23-Jun 12:12)

VSNL may decline on disappointing results (Market Commentary - Stock Alert 23-Jun 09:25)

VSNL sets up international headquarters in Singapore (Corporate News 21-Jun 09:52)

VSNL launches prepaid card with Tata Teleservices (Corporate News 15-Jun 16:04)

VSNL Lanka launches telecom voice & data services in Sri Lanka (Corporate News 31-May 17:17)

VSNL launches bandwidth-on-demand for Internet leased line customers (Corporate News 11-May 17:15)

[bmann025]

S`PORE TELECOMMUNICATIONS LTD
Distribution Ex Date Book Close Paid/Payable Particulars
DIVIDEND 4 Aug 2004 6 Aug 2004 30 Aug 2004 SGD 0.064

[bmann025]

SingTel expands regional mobile subscriber base to 52 million

Quarterly increase of five million subscribers is largest ever

Singapore, 2 August 2004 - Singapore Telecommunications Limited (SingTel) today said that the Group’s aggregate number of mobile subscribers in the region increased by a record five million during the three months ended 30 June 2004 to cross the 52-million mark. This makes it the largest mobile base in Asia outside of China.

The combined mobile subscriber base of SingTel, SingTel Optus and the Group’s four regional associates grew 40 per cent from about 37 million a year ago. On a proportionate basis, SingTel’s subscriber base in the six markets – Australia, India, Indonesia, the Philippines, Singapore and Thailand – increased 41 per cent to 21 million during the same period.

SingTel’s four Asian mobile associates – Advanced Info Service, Bharti, Globe and Telkomsel – all posted strong subscriber growth year-on-year, ranging from 18 per cent to more than 100 per cent. Their combined subscriber base grew 45 per cent to 45 million.

Telkomsel, the largest earnings contributor among the associates, maintained its market leadership position in Indonesia. This was strengthened by a US$620-million investment last year in network infrastructure and other facilities to expand its coverage areas.

Despite intense competition in the Thai mobile market, AIS maintained its leadership position with a 58 per cent market share due to its successful lifestyle segmentation strategy, with its extensive range of services, to meet the increasingly varied needs of its customers.

Globe has benefited from its successful introduction of over-the-air reloads in the fourth quarter of 2003. The award-winning service enables the sale of prepaid airtime in small denominations. This increases affordability and has driven higher growth rates in the Philippines. Bharti and Telkomsel have since also launched the service.

In India, Bharti continued to enjoy strong growth with a market share of about 21 per cent in the overall wireless market (GSM and digital mobile) or 26 per cent in the GSM market. It now offers mobile services in 16 out of 23 circles in India.

SingTel Optus acquired 168,000 customers during the quarter, posting a 17 per cent year-on-year increase in subscribers, bringing its base to 5.7 million. The growth was achieved despite a mobile penetration of 80 per cent in Australia.

Optus remained focused on providing its customers with innovation and value in a competitive market. This was reflected in the popularity of services like Optus Zoo, the company’s mobile information and entertainment portal. The number of Zoo registered customers increased during the quarter to more than 860,000.

In Singapore, SingTel maintained its subscriber base at more than 1.5 million. SingTel recently enhanced some of its price plans to offer mobile users even more value including all day free incoming calls, more bundled free SMS and lower monthly subscription fees. The new iOneValue plan, targeted at those who prefer free incoming calls over bundled free SMS, was also launched with a monthly subscription of less than S$20.

More details of the market and financial performance of the six mobile operations will be available when SingTel announces its results for the quarter ended 30 June 2004 on 5 August 2004.

[bmann025]

SingTel Ergebnisse

http://home.singtel.com/news_centre/news_releases/2004_08_05…

Auszug

...
Associated companies

SingTel’s associated companies continued to deliver very strong results this quarter.

The Group’s share of pre-tax earnings from its associates rose to S$296 million, accounting for 32 per cent of the Group’s profit before exceptionals and tax. This represented a 32 per cent increase year-on-year, excluding Belgacom, and was due to the strong performance of the regional mobile associates, especially Bharti.

The Group’s share of pre-tax ordinary earnings from its four regional mobile associates[3] increased 31 per cent to S$274 million. This was attributable to very strong subscriber growth. The four companies’ combined mobile subscriber base grew 45 per cent year-on-year to over 45 million.

Contributors to Group earnings included Telkomsel (S$117 million, +4.4 per cent), Advanced Info Service (S$77 million, +23 per cent) and Globe Telecom (S$46 million, +48 per cent), which was based on an equity interest of 40.1 per cent compared to 29.1 per cent a year ago. Bharti contributed S$35 million, a significant improvement on the S$3 million it contributed in the June 2003 quarter.

Including SingTel and Optus, the Group’s regional mobile subscriber base increased by 15 million, or 40 per cent, year-on-year to 52 million as at 30 June 2004. Most of the growth came from Telkomsel and Bharti which together added nearly 9 million customers.

SingTel received S$56 million in cash dividends from AIS, an increase of 38 per cent compared to the same quarter last year due to a higher dividend payout ratio. Globe has a new dividend policy which pays semi-annual dividends in March and September. During the quarter, Telkomsel declared a dividend and SingTel’s share amounted to Rp 667 billion, which the company expects to receive in August and November 2004. ...

[bmann025]

VSNL ex Dividende 4,5 Ringits
-----------------------------

VSNL can go up to Rs 210, says Gujral

Ashwani Gujral is of the view that VSNL can go up to Rs 210 on upside.

Technical analyst Ashwani Gujral feels that Videsh Sanchar Nigam, VSNL, looks going towards Rs 210 on the charts.

Gujral told CNBC-TV18, "VSNL has posted good results. On the charts, the stock seems to be going towards a level of Rs 210."

At 11:35 am, VSNL is quoting at Rs 166.60, up Rs 1.55, or 0.94%. It is trading with volumes of 15,862 shares. The stock has touched an intra-day high of Rs 168.50 and an intra-day low of Rs 166.10.

[bmann025]

VSNL rings in gains after disconnecting Intelsat

VSNL soared 9.3% to Rs 172.50 in afternoon trades on reports that four private equity firms have agreed to buy out Intelsat, in which the telecom service provider holds a 5.4% stake, for $3.1 billion.


Earlier in the day, the VSNL stock had hit a high of Rs 176.80. Volumes registered on the counter on BSE so far were 3.2 lakh shares.

Based on the agreed selling price of $ 3.1 billion, VSNL’s 5.4% stake in Intelsat, a dominant player in the global satellite communications space is worth a huge Rs 770 crore.

Today’s recovery in VSNL follows a sharp fall. From Rs 182.70 on 4 August 2004, the stock plunged 13.4% to Rs 158.10 on Monday, 16 August 2004.

VSNL is a leading provider of international long distance (ILD) telecommunications and Internet services. It has had to bear the brunt of increasing competition in the ILD business since the last couple of years, when the ILD sector was opened up to private and other players. The company derives three-fourths of its revenue from the ILD segment.

However, analysts feel VSNL’s profitability would improve after the access deficit charge is reduced by telecom regulator TRAI .

VSNL is in the process of augmenting its international connectivity by setting up a 3,175 km undersea cable between India and Singapore with a designed capacity of 5.12 tera bits.

The falling profitability of VSNL was halted in the recently concluded quarter. The company reported a 5% growth in profit before tax (PBT) to Rs 148.30 crore, even as its income from operations declined 11% to Rs 747.50 crore.

[bmann025]

Verkaufserlös 169 Mill $
-> 16 % der Marktkapitaliserung

Intelsat sale: VSNL to get Rs 786 cr

Our Corporate Bureau / Mumbai August 18, 2004

VSNL will make a profit of Rs 530 crore from the sale.

The Tata-group’s Videsh Sanchar Nigam Ltd (VSNL) is likely to receive around Rs 786 crore ($169 million) from the sale of its 5.42 per cent stake in US satellite company Intelsat.

VSNL will make a profit of over Rs 530 crore from the sale since it had bought the stake for Rs 254 crore in 2001. News of the sale sent the VSNL stock soaring 9.52 per cent to Rs 173.15 at close, off the day’s high of Rs 176.80.

VSNL was a founder-member of the consortium of international telecom companies that had invested in the Bermuda-registered Intelsat. Intelsat today signed a definitive agreement with Zeus Holdings, a four-member consortium of private equity funds, for a $5 billion takeover.

The private equity funds include two of UK’s biggest buyout firms, Apax Partners and Permira, and the US-based Apollo Management and Madison Dearborn Partners. Intelsat’s shareholders will receive $18.75 for a share issued or a total of $3 billion in cash.

The acquirers will assume the $2 billion of Intelsat’s existing net debt.

The sale of Intelsat was unanimously approved by its board today and the transfer was expected to be completed by the end of December.

However, VSNL informed stock exchanges that the company had “not yet received any official communication from Intelsat but will consider the same appropriately in the eventuality of any communication being received from Intelsat”.

In its annual report, VSNL has stated that “it will continue to review the possibility of offering is own shares for sale accordingly, at the appropriate time.”

Intelsat had earlier planned an initial public offering and offered its initial shareholders the opportunity to place their shares for sale in a post-IPO secondary offering.

The US government had extended the deadline for the IPO to December 31, 2005. However, the company decided to pursue an outright sale to a new owner.

Intelsat provides services in over 200 countries and territories and helps service providers, broadcasters, corporations and governments deliver information and entertainment across the globe.

[Broker223]

Hallo,

ich persönlich denke das es Zeit für mich ist auch Indien ins Depot zu packen. Auch wenn dieser Thread sehr ausführlich ist, würde mich interessieren welche (Standard)Werte ihr empfehlt. Oder würdet ihr eher den Gesamtmarkt in Form eines Zertifikates oder Fonds kaufen?
Gruß Broker223

[Crsus]

Mein Favorit: Crompton Creaves, Kenn-Nr. 903997

Kann man in Deutschland für 2,20 € kaufen, Kurs in Indien bei 3,00 €.

Ist zwar die letzten Jahre schon stark gestiegen, dies ist aber durch den vollzogenen Turn-Around und der jetzt halbjährigen Dividendenzahlung voll gerechtfertigt.

[bmann025]

2 Meinungen zu VSNL

http://www.moneycontrol.com/news/newssearch/dispnews.php?fil…
http://www.moneycontrol.com/news/newssearch/dispnews.php?fil…

[Crsus]

Crompton Greaves, Kenn-Nr. 903997 in Indien heute auf Rekordhoch gestiegen, in Deutschland hats wohl noch keiner gemerkt (Nur lächerlich niedriger Geldkurs).

http://www.equitymaster.com/charts/CompGraph.asp

[Crsus]

Mit dem Link funktionierts:

http://www.equitymaster.com/stockquotes/complist.asp?company…

[Broker223]

kann mir jemand einen fond empfehlen, der in indische werte investiert?

[bmann025]

#165 HSBC Indian Equity


Gut für VSNL ?
BSNL sollte aber nicht zum Zuge kommen...

BSNL in talks with DoT for govt`s 26% in VSNL
KALYAN PARBAT

TIMES NEWS NETWORK[ TUESDAY, OCTOBER 05, 2004 01:59:06 AM ]
KOLKATA: Echoes of Hamlet`s famous “play within a play” could soon come to light in the country`s telecom space.

Even as the BSNL-MTNL jumbo consolidation bid holds centrestage, an interesting sub-plot appears to be silently brewing.

State-owned BSNL is in talks with the Department of Telecommunications (DoT) to buy out the government’s 26.12% stake in Videsh Sanchar Nigam (VSNL) to beef up operational synergies in the international long-distance (ILD) space ahead of a possible listing in coming months.

The BSNL board has sounded out the telecom commission, citing obvious synergies that exist between the two organisations, especially since BSNL also holds an ILD licence and has a long-term arrangement with VSNL to use its network infrastructure to offer international long-distance services. It is a different matter that VSNL’s preferred ILD carrier status with BSNL lapsed in February ’04.

Sources in the Union telecommunication ministry say a formal BSNL proposal to the DoT is due shortly. While the government reserves the right to sell its 26.12% stake in VSNL to a third party, transferring these shares to BSNL won’t be a cakewalk.

The share-purchase agreement between the government and VSNL’s single largest stakeholder, the Tatas (who hold 46.58%), clearly states that the government, if it wishes to sell its VSNL stake, must first offer it to their strategic partner, the Tatas, who enjoy the right of first refusal.

Sources in VSNL also agree to this. “The VSNL board has not received any proposal from the government to transfer its 26.12% bloc to a third party,” Tata group (telecom advisor) and ex-VSNL managing director, SK Gupta, told ET.

Be that as it may, initial feelers of BSNL stepping into the VSNL fold come at a time when a sizeable section in the government feel BSNL’s presence as a 26.12% stakeholder in the VSNL board will help unlock the ILD carrier’s true strategic value, especially since both organisations hold NLD and ILD licences, apart from a pan-India telecom footprint.

The latest overtures also come at a stage when VSNL’s share price at Rs 177 continues to rule below the Rs 202 per share at which the government initially divested its stake in the ILD carrier to the Tatas in February `02.

[bmann025]

Sehe gerade, daß in Indien heute - Samstag - gehandelt wird.

Ist mir bisher noch nicht aufgefallen.

[bmann025]

The National Stock Exchange is holding an extra, curtailed trading session on Saturday to test its back-up systems, prompting the Bombay Stock Exchange also to stay open. Trading ends at 2:40 p.m

[bmann025]

Termine Unternehmensergebnisse

http://www.indiainfoline.com/stok/results/index.html

[bmann025]

Indian police have shot dead the country`s most wanted bandit Koose Muniswamy Veerappan in a shootout in southern India, officials said on Tuesday.

[bmann025]

Ergebnisse VSNL

http://www.nse-india.com/marketinfo/companyinfo/eod/results.…

[bmann025]

Kommentar zu Videsh VSNL

http://www.indiainfoline.com/lare/vsnl_1004.pdf

[bmann025]

Neues von VSNL
http://www.moneycontrol.com/news/newssearch/newscat.php?sear…

[bmann025]

VSNL eyeing Pakistani telecom market
http://www.moneycontrol.com/news/newssearch/dispnews.php?fil…

VSNL surges on heavy volumes
http://www.moneycontrol.com/news/newssearch/dispnews.php?fil…


Exit Mascon Global; buy VSNL, Infotech Enter
http://www.moneycontrol.com/news/newssearch/dispnews.php?fil…

[brokerbee]

Guten Tag,

bin mit dem Indien Zertifikat 256685 mit dabei und will mich nur einklinken. Ich werde mir den HSBC Indian Equity jetzt mal ansehen.

Einen schönen Sonntag noch

[Gidorah]

warum ist den reliance in den letzten tagen so abgeschmiert ?

dank und gruß
Gidorah

[bmann025]

Reliance:

http://in.biz.yahoo.com/041122/65/2i0u8.html

alle Nahrichten
http://in.biz.yahoo.com/n/BO/r/reli-1.html

[bmann025]

Zum Mehrjahreshoch bei VSNL der Jahreschart...

und zunehmend optimistischere Kommenatare und Kursziele

http://www.moneycontrol.com/news/newssearch/newscat.php?sear…

[brokerbee]

Und auch mein Zertifikat macht langsam Freude.
Inder statt Kinder

[bmann025]

2 Meinungen aus dem yahoo message Board:

VSNL is trading at a low valuation levels. VSNL recently bought the TYCO network for $170M. If I have to build that network, it will cost me atleast $10B. TYCO network is much bigger than FLag network bought by Reliance Infocomm. I have studied both networks in the past. VSNL will be also increasing wireless users close to 20M in next few years. This company is now managed by Tata rather than govt. Current valuation is too low. If you are a long term investor, you are holding a ten bagger for sure.
...
This is the most overlooked stock on the planet. The second largest ISP in India, owner of one of the largest, most sophisticated underseas cable networks on the planet, trading at a fraction of book value, and still a small cap. VSL has slowly crept up out of nowhere. This company`s potential is virtually unlimited.

[bmann025]

Der Verkauf von Intelsat (zum Teil zu VSNL gehörend) wird evtl. nochmal aufgerollt.

http://www.intelsat.com/aboutus/press/release_details.aspx?y…

[bmann025]

Bhart brti.bo heute auf ATH.

[bmann025]

TV stations say Reliance group may split

BOMBAY (Reuters) - Television stations reported on Saturday that a feud between the Ambani brothers, who run India`s yarn-to-telecoms Reliance conglomerate, looked likely to result in a split in the group.

"News coming from the Anil Ambani camp indicates that the two alternatives he had suggested for reconciliation have been turned down by Mukesh and that a split in the group is now imminent," TV channel Aaj Tak said in its news headlines.

Talk about the fraternal power struggle, which has shaved $1.5 billion in market value from Reliance Industries` -- India`s largest private company -- has been around ever since their father and company founder Dhirubhai died in 2002.

It only became public last month when Mukesh referred to "ownership issues" during a television interview, prompting media speculation about a potential break-up of the conglomerate.

Anil, who runs utility Reliance Energy Ltd., had privately protested against a board resolution in July that curtailed his powers as Reliance Industries vice-chairman.

Mukesh, Reliance Industries chairman, says he has the final say on Reliance matters, based on the wishes of his father.

But the two brothers have maintained an enigmatic silence on the issue in public.

Both appeared at separate engagements on Saturday, Anil at a book launch in Bombay and Mukesh at a college convocation in Gandhinagar, but said nothing on the dispute.

[Petsi1]

An Reliance Industries hatte ich bisher nicht viel Freude!
Allerdings bin ich mit dem Zertifikat 256658 auch nicht besser gefahren!!
Ich bleibe lieber bei Korea!!

[Gidorah]

Indien
Ambani gegen Ambani


06. Dezember 2004 Nun kann nur noch Muttern helfen. Ganz wie im richtigen Leben könnte ein mütterliches Machtwort einen Bruderzwist klären, der das Wirtschaftsleben Indiens in Atem hält: Ausgerechnet die Führungsspitze des größten indischen Privatkonzerns mit Namen Reliance Industries Inc. ("Vertrauen") hat jegliches Vertrauen verspielt: Das Brüderpaar Mukesh und Anil Ambani, das den Mischkonzern als Chairman und Vice-Chairman führt, ist sich spinnefeind. Sie sprechen nicht mehr miteinander, ihre Leutnants und Berater aber senden E-Mails an die Belegschaft oder lancieren Stellungnahmen in die Medien. "Die beiden müssen ihren Streit alleine ausfechten, vielleicht mit Hilfe ihrer Mutter", sagt Rahul Bajaj, einer der führenden Unternehmer des Landes und Vertrauter des Ambani-Clans.


Für die indische Wirtschaft ist der Streit viel mehr als das Gesprächsthema in den Kaffeepausen von Konferenzen: Denn er könnte das Ansehen der gesamten Unternehmenslandschaft untergraben. Und dies zu einem Zeitpunkt, an dem das zarte Pflänzlein Aufschwung in Indien sprießt, die Regierung um Vertrauen in ihre Politik, die Wirtschaft und das Land insgesamt wirbt wie nie zuvor. Der Nerv des indischen Wirtschaftslebens ist gereizt: Anders etwa als China mit seinen Staatskonzernen prägen es Familiendynastien wie die Tatas, die Bajajs oder eben die Ambanis. Sie alle haben sich bisher international große Achtung erworben. Diese drohen die Ambanis zu verspielen, und das in einer Phase der globalen Expansion ihres Konzerns, der 1958 als Händler für synthetische Fasern begonnen hatte.

Einer der profitabelsten Konzerne

Es geht um Macht, es geht um Besitz und um Anerkennung. Es geht um ein Konglomerat, dessen Aktivitäten von Petrochemie über Versicherungen bis zur Telekommunikation reichen und an dem die Familie über ein Knäuel von Stiftungen und Beteiligungen 47 Prozent hält. Reliance erwirtschaftet 3,5 Prozent des indischen Bruttoinlandsproduktes, zahlt fast ein gutes Zehntel der indirekten Steuern im Lande und steht für 6 Prozent aller indischen Exporte.

Der Konzern gilt mit 23 Milliarden Dollar Jahresumsatz und 1,4 Milliarden Dollar Reingewinn als einer der profitabelsten der Erde - seit 1999 legt der Überschuß jährlich um 25 Prozent zu. In Deutschland hat er erst vor wenigen Monaten für 80 Millionen Dollar den Faserspezialisten Trevira GmbH gekauft.

Im Maybach durch die Slums

Der jüngere Bruder, Anil Ambani, führt das Tochterunternehmen Reliance Energy Ltd. (REL). Er drängt, so viel dringt nach außen, nun aber darauf, seinen Einfluß auf den Mutterkonzern Reliance Industries Ltd. (RIL) ausbauen zu dürfen. Den führt Bruder Mukesh, genauso wie er den 20 bis 30 Stiftungen vorsteht, die hinter der Muttergesellschaft stehen. Damit fühlt er sich weitgehend unangreifbar und kann so jeden Anspruch des Jüngeren abprallen lassen: "Mein Vater hat zu Lebzeiten alle Fragen des Eigentums eindeutig festgelegt."

Beiden kann es nicht um Geld gehen, davon haben sie mehr als genug: Mit einem Vermögen von 6 Milliarden Dollar wird das Brüderpaar auf Rang 65 in der Forbes-Liste der Reichsten der Erde geführt. Mukesh hat im April als zweiter indischer Geschäftsmann den Maybach von Daimler-Chrysler bestellt, für angeblich 58,5 Millionen Rupien (1 Million Euro). Nun kann er sich täglich in weiches Leder gebettet von seinem Haus in Süd-Bombay zum Firmensitz in Navi chauffieren lassen - will er die Slums nicht sehen, zieht er die Vorhänge zu.

Schmutzige Wäsche

Als Wharton-Abgänger Anil 1983 ins Unternehmen kam, saß Stanford-Absolvent Mukesh schon seit zwei Jahren dort. Beim Begräbnis von Vater Dhirubhai im Sommer 2002 hatte Mukesh öffentlich gesagt: "Anil ist für mich wie mein eigener Sohn." Nun wird schmutzige Wäsche gewaschen.

Nach unbestätigten Berichten wandte sich Anil im Spätsommer in einem vierseitigen Brief gegen einen Versuch Mukeshs, die Führungsstruktur umzubauen. In einer E-Mail an alle 80.000 Mitarbeiter des Konzerns betont Anil nun, er sei mehr, als nur reicher Sohn: "Wir sind nicht bloße Erben. Wir haben das Unternehmen gemeinsam mit unserem Vater aufgebaut." Angesichts der verfahrenen Situation aber scheint nur noch Beten zu helfen: "Ich habe die heiligen Tempel in Shreenathji und Tirupati Balaji besucht und gebetet für Frieden und Ruhe für uns alle, und für den Mut, das großartige Erbe unseres geliebten Vaters Dhirubhai zu erhalten und zu mehren", teilt Anil seinen Angestellten mit.

Ein neues Kapitel

Noch sind die Gebete nicht erhört, noch sind Frieden und Ruhe nicht eingekehrt: Als die Gerüchte über den Bruderzwist nicht mehr zu überhören waren, brachen die Aktien der verschiedenen Gesellschaften des Konglomerates um bis zu 11 Prozent ein. Mehr als eine halbe Milliarde Dollar lösten sich in Nichts auf. Das ging ans Eingemachte, an den Reichtum der Ambanis. "Reliance ist unumstößlich darauf ausgerichtet, die Interessen der Millionen von Aktionären zu schützen, und diese wissen, daß die jüngsten Verluste der Marktkapitalisierung voll auszugleichen sind", ließ Mukesh sofort über eine Zeitung verbreiten.

Über die Internetseite beeilte er sich, "allen Beteiligten zu versichern, daß die Grundlagen von Reliance sehr, sehr stark bleiben." Als aber sechs der zwölf Direktoren der von Anil geführten REL kurz darauf zugleich ihren Rücktritt erklärten, schien ein neues Kapitel aufgeschlagen. Die REL-Aktie verlor sofort 6 Prozent, die von RIL gut 2 Prozent an der Börse in Bombay. Viel Zeit verging nicht, da bat der Mutterkonzern RIL sie alle, ihre Arbeit wiederaufzunehmen. Indische Zeitungen spekulieren, der kollektive Rücktritt sei ein Schachzug Anils gewesen, um Mukesh seine Macht zu demonstrieren und eine Vertrauenszusage an sein Team zu erpressen. Und Anil diktierte den Reportern mit Blick auf die Eskalation in den Block: "Es sind schon lange Stunden vergangen, und es stehen uns noch viele lange Tage bevor." Er könnte recht behalten.

[bmann025]

brti heute erstmals über 200, aktuell 213,70 R
vsnl.bo zieht auch wieder an 221,50 R
stel.si bei 2,40 S$

[bmann025]

According to technical anlyst, Atul Suri, VSNL can go all the way to Rs 370 on the upside.

Suri told CNBC-TV18, "VSNL is something which I really like. I have a buy call on this stock. If you loook at its charts this stock has really consolidated in an inverted head shoulder or a double top over the last 3-4 years and is coming out of this very long hibernation. So I really think that this stock is going to see fresh levels. It has not seen that kind of move or momentum. But it is going to propell further higher. It can go all the way to Rs 370 on the upside."

[Pushi2]

Gibt es Möglichkeiten, als Ausländer kostengünstig ein Depot bei einer indischen Bank zu eröffnen?
Wie könnte sonst eine spesengünstige Investition in indische Pharmawerte aussehen?

[bmann025]

Hallo Pushi2,

die Frage gab es schon ein paarmal - ohne Antwort.

Lapalmita hat in seinem Thread geschrieben, über eine Singapurbank könne man in u.a. in Indien handeln...

Habe jetzt eben mal nach Auslandsfilialen von inidischen Banken geschaut, vielleicht könntest du da mal nachforschen und hier berichten

Frankfurt Branch
State Bank of India
Mainzer Landstrasse 61
60329 Frankfurt Am Main
P.O.Box 111753
60052 Frankfurt Am Main
Tel: [phone], Accounts Department: [phone]
Telex: 412141 SBI D
Fax: [phone] - L/C Dept.; [phone] - Counter;
[phone] - A/c. Dept. [phone] - Direction
ISD: 004969
SWIFT SBINDEFF
Cable:THISTLE
Email: [e-mail]

ICICI Bank London
UK Subsidiary ICICI Bank UK Ltd. 21 Knightsbridge London SW1X 7LY, UK Tel: + 44 207 201 1000 Fax: + 44 207 201 1046

[Pushi2]

Mal sehen, wann und ob ich dazu komme ...
Bis dahin weiche ich auf die großen in NY gelisteten Indienaktien aus.

[bmann025]

deja vue an der NYSE (wie letztes Jahr um diese Zeit). VSL Platz 2, MTE Platz 10.

http://finance.yahoo.com/gainers?e=nq

[bmann025]

Noch ein indischer Telekomwert:

Tata Teleservice hat sich in den letzten 2 Wochen knapp verdoppelt. VSNL hält 20% an TTML.

[bmann025]

TELEKOMS

THE implications of the Telecom Regulatory Authority of India`s (TRAI) decision to reduce per-minute access deficit charges (ADC) on the listed corporates are:


In the latest directive, TRAI has mandated that ADC on all incoming international calls and outgoing calls from mobile and fixed wireless will be payable only to BSNL.
Since other fixed line operators, including MTNL, have been excluded from this payment, MTNL may stand to lose on account of this change.

The MTNL stock reacted negatively to this TRAI directive, dipping 7.26 per cent to close at Rs 145.70 (against a 1.4 per cent decline in the Sensex).

The stock, which was relatively firm in morning trade, started declining after this news percolated into the market in the afternoon.


Bharti Tele-Ventures, the listed entity of the Bharti group, has already announced that the ADC reduction will be passed on to consumers.
Since tariffs are slated to fall in line with the reduction in ADC, both the mobile subscriber base and average minutes of usage by subscribers will get a fillip.

Reacting to this development, the Bharti stock inched up marginally by 0.38 per cent to close at Rs 211.


VSNL stands to gain from the reduction in the ADC on international long-distance calls. On outgoing international calls, the reduction in ADC from Rs 4.25 to Rs 2.50 will help VSNL price its outgoing calls even more aggressively.
In a recent analysts` meet, the company had indicated that aggressive pricing had helped them increase volume growth by 25 per cent year-on-year in recent months.

It should also stand to gain in the reduction of incoming ADC reduction from Rs 4.25 to Rs 3.25 as the proportion of grey market calls will come down.

The grey market is said to account for nearly 30-40 per cent of the incoming international call traffic into India. The VSNL stock closed marginally lower by 0.17 per cent at Rs 230.50.

[bmann025]

Quartalsergebnisse

Aztec Soft. 12-January-05 Quarterly Results
Balmer Lawri 12-January-05 Quarterly Results
Bliss Chem. 12-January-05 Quarterly Results
CMC(Revised) 12-January-05 Quarterly Results
Essen Supple 12-January-05 Quarterly Results
Flex Enginer 12-January-05 Quarterly Results
ICSA (I) 12-January-05 Quarterly Results
Infosys Technologies 12-January-05 Quarterly Results
Madan Fin. 12-January-05 Quarterly Results
Mastek 12-January-05 Quarterly Results
Mercator Lines 12-January-05 Quarterly Results
Punjab Tractors 12-January-05 Quarterly Results
Sanjivani Pa 12-January-05 Quarterly Results
Sterlite Optical Technologies 12-January-05 Quarterly Results
Supreme Hold 12-January-05 Quarterly Results
Swaraj Mazda 12-January-05 Quarterly Results
Tanfac Ind. 12-January-05 Quarterly Results
Thiru A.Sug. 12-January-05 Quarterly Results
Vimta Labs 12-January-05 Quarterly Results
Virinchi Tec 12-January-05 Quarterly Results
Vulcan Eng. 12-January-05 Quarterly Results
Vyapar Inds. 12-January-05 Quarterly Results
Avarice Tech. 13-January-05 Quarterly Results
Bharat Seats 13-January-05 Quarterly Results
Cenlub Inds. 13-January-05 Quarterly Results
Energy Dev. 13-January-05 Quarterly Results
Flex Foods 13-January-05 Quarterly Results
Guj.Nar.Flya 13-January-05 Quarterly Results
Hero Honda Motors Ltd 13-January-05 Quarterly Results
iGate Global Solutions 13-January-05 Quarterly Results
Indiabulls F 13-January-05 Quarterly Results
Indus.Inv.Tr 13-January-05 Quarterly Results
Micro Inks 13-January-05 Quarterly Results
Nu-Tech Corp 13-January-05 Quarterly Results
Polar Pharma 13-January-05 Quarterly Results
Tata Consultancy 13-January-05 Quarterly Results
Tata Metalik 13-January-05 Quarterly Results
Ambuja Cem.E 14-January-05 Quarterly Results
Bajaj Hindustan 14-January-05 Quarterly Results
Cosmo Ferr. 14-January-05 Quarterly Results
Everest Inds 14-January-05 Quarterly Results
Finolex Industries 14-January-05 Quarterly Results
Flex.Inds. 14-January-05 Quarterly Results
IL&FS Invt.M 14-January-05 Quarterly Results
Machino Plas 14-January-05 Quarterly Results
Parekh Aluminium 14-January-05 Quarterly Results
Phoenix Mill 14-January-05 Quarterly Results
Riba Textile 14-January-05 Quarterly Results
Sona Koyo Steer 14-January-05 Quarterly Results
Stelco Strip 14-January-05 Quarterly Results
Vashisti Det 14-January-05 Quarterly Results
Aurobindo Pharma 15-January-05 Quarterly Results
Bharat Forge 15-January-05 Quarterly Results
Crompton Greaves 15-January-05 Quarterly Results
ICICI Bank 16/17-January-05 Quarterly Results
TNPL 17-January-05 Quarterly Results
UTI Bank 17-January-05 Quarterly Results
Videsh Sanchar Nigam Ltd 17-January-05 Quarterly Results
Allahabad Bank 18-January-05 Quarterly Results
Apollo Hospitals Enterprise 18-January-05 Quarterly Results
Cipla 18-January-05 Quarterly Results
FACT 18-January-05 Quarterly Results
Geometric Software 18-January-05 Quarterly Results
Asian Paints 19-January-05 Quarterly Results
Hughes Software 19-January-05 Quarterly Results
Indo Rama Synthetics 19-January-05 Quarterly Results
ACC 20-January-05 Quarterly Results
Jindal Iron & Steel 20-January-05 Quarterly Results
Orchid Chemicals 20-January-05 Quarterly Results
Tata Power 20-January-05 Quarterly Results
Tisco 20-January-05 Quarterly Results
Adani Exports 21-January-05 Quarterly Results
India Cements 21-January-05 Quarterly Results
Nicholas Piramal 21-January-05 Quarterly Results
Pidilite Industries 21-January-05 Quarterly Results
Polaris Software 21-January-05 Quarterly Results
Rashtriya Chemicals & Fertilizers 21-January-05 Quarterly Results
Raymond 21-January-05 Quarterly Results
Reliance Industries 21-January-05 Quarterly Results
Tata Elxsi 21-January-05 Quarterly Results
Torrent Pharmaceuticals 21-January-05 Quarterly Results
Wipro 21-January-05 Quarterly Results
Godrej Consumer Products 22-January-05 Quarterly Results
Chennai Petroleum 24-January-05 Quarterly Results
Century Textiles 24-January-05 Quarterly Results
Indian Hotels 24-January-05 Quarterly Results
Larsen & Toubro 24-January-05 Quarterly Results
Mahindra & Mahindra 24-January-05 Quarterly Results
Maruti Udyog 24-January-05 Quarterly Results
Tata Tea 24-January-05 Quarterly Results
Titan Industries 24-January-05 Quarterly Results
UltraTech Cement 24-January-05 Quarterly Results
Ballarpur Industries 25-January-05 Quarterly Results
Indo Gulf Fertilisers 25-January-05 Quarterly Results
ING Vysya Bank 25-January-05 Quarterly Results
National Fertilizers 25-January-05 Quarterly Results
NTPC 25-January-05 Quarterly Results
Bharti Tele Ventures 27-January-05 Quarterly Results
Chambal Fertilisers 27-January-05 Quarterly Results
Colgate Palmolive 27-January-05 Quarterly Results
Dabur India 27-January-05 Quarterly Results
Great Eastern Shipping 27-January-05 Quarterly Results
Gujarat Narmada Valley 27-January-05 Quarterly Results
Indian Rayon 27-January-05 Quarterly Results
Oil & Natural Gas 27-January-05 Quarterly Results
Siemens 27-January-05 Quarterly Results
Tata Infotech 27-January-05 Quarterly Results
Grasim 28-January-05 Quarterly Results
Punjab National Bank 28-January-05 Quarterly Results
Hindalco Industries 29-January-05 Quarterly Results
Alok Industries 31-January-05 Quarterly Results
BHEL 31-January-05 Quarterly Results
P&G 31-January-05 Quarterly Results
Motor Industries 01-March-05 Quarterly Results

[GRT]

Einige allgemeine Statements von mir zu Indien.
Siehe Thread: Morphosys - Outperfomer im TecDax #1020

[bmann025]

Videsh mit Ergebnissen

http://www.vsnl.com/aboutvsnl/qresults122004.pdf

[bmann025]

VSNL arrests revenue fall in the third quarter

Crisil Marketwire / Mumbai January 19, 2005



The Tata group owned Videsh Sanchar Nigam Ltd. reported higher-than-expected sales for October-December, or the third quarter of 2004-05 (April-March), on the back of growth in value-added services and the volume of international and national long distance traffic, analysts said Tuesday.

Sequentially, net sales and net profit in the third quarter were up 6.2 per cent and 61.5 per cent , respectively.

Late on Monday, VSNL said it has posted net sales of Rs 827 crore, up 6.9 per cent year-on-year, while net profit was down 21.3 per cent to Rs 1423 crore.

“VSNL’s operational efficiency has improved substantially and the operating profit has jumped 24.9 per cent for the third quarter,” said Sharad Jain, analyst, Cholamandalam Securities Ltd.

VSNL’s main expense—networking cost—fell 7 per cent for the quarter to Rs 5359 crore. Staff cost, however, rose sharply by 77 per cent for the quarter to Rs 41.3 crore.

Operating and other expenses have also risen significantly by 96.54 per cent to Rs 90.8 crore because of the increase in sales and marketing costs on account of rollout of retail services like global calling card and the planned foray in broadband services, Jain said.

“Nearly Rs 18 crore of other expenses includes a provision for doubtful debt on account of delay in receipt from an international client. There is another one-time cost of foreign exchange loss of Rs 8.5 crore,” Jain said.

Depreciation costs have also risen 36.21 per cent to Rs 58.3 cropre due to acquisition of assets and goodwill from Dishnet. “The completion of cable between Chennai and Singapore during the quarter has also been depreciated for part of the quarter. Here, Rs 8.33 crore would be attributed to the cost amortisation on the Bharti deal, where VSNL has the right to use Bharti’s national long distance backbone for Rs 500 crore,” Jain said.

Rise in revenue from value-added services is seen making up for the fall in the ILD revenues of the company and improved margins on account of better realisation from the ILD business.

Revenue from ILD services was at 72.9 per cent of total revenue as against 86.5 per cent in the same quarter last year.

Value-added services have increased their share in total revenue by 100 per cent , rising 27 per cent from 13.5 per cent on sequential basis and to 25 per cent from 13 per cent for the first nine months of the current fiscal.

Other services in the third quarter grew 114 per cent to Rs 223.6 crore from Rs 104.4 crore a year ago.

For the nine-month period, or April-December, value-added services revenue grew to Rs 602.9 crore from Rs 306.9 crore last year.

The 21.3 per cent year-on-year drop in profit after tax of VSNL in the third quarter was primarily due to higher operating and other expenses coupled with an increase in salaries and depreciation.

The other main reason is a 27 per cent fall in extra-ordinary income from sale of investment to Rs 68 crore from Rs 94.1 crore last year, analysts said.

Most of the analysts have retained a ‘buy’ rating for VSNL shares after the third quarter results.

Jain of Cholamandalam Securities has revised upwards the 12-month share price target to Rs 275 by June, while Kotak Securities has retained its price target of Rs 180.

Kotak Securities estimates the earning per share of VSNL for FY05 and FY06 at Rs 12.5 and Rs 8.1 rupees, respectively.

Jain of Cholamandalam Securities estimates EPS of Rs 18.34 rupees for FY05.

Here’s what analysts expect for the fourth quarter:

VSNL’s revenues to decline sequentially in January-March, if the Telecom Regulatory Authority of India implements tariff cuts in the IPLC (international private leased circuit) segment.
The acquisition of Tyco Global’s assets will increase the choice of global data services to its existing customers.
The company may recover Rs 40-50 crore from international carriers, which has been written off as bad debts.
Has bid for NLD and fixed-line operator status in South Africa and Pakistan
Would launch its broadband services in India in February.

[bmann025]

STEL.SI versucht den Ausbruch aus der 1-jähringen Seitwärtsbewegung

[GRT]

Pharma in Indien
http://in.news.yahoo.com/050131/137/2jc31.html

Monday January 31, 8:15 PM

Kamal Nath says parliament will back drug law


ADVERTISEMENT





By Ben Hirschler

LONDON (Reuters) - India`s parliament will shortly ratify new legislation protecting drug patents, paving the way for the country to become a major pharmaceutical research centre, Commerce and Industry Minister Kamal Nath said on Monday.

Nath dismissed fears that the new intellectual-property regime might be derailed by opposition from the Communist Party of India.

"Please have no doubt, we shall ensure that this gets the necessary sanction from parliament," he told a conference on the pharmaceutical industry at Chatham House in London.

India met a World Trade Organisation commitment to recognise patents from Jan. 1, 2005, by presidential decree at the end of December -- but the change needs to be ratified by parliament at its next session in February to become law.

International drug companies, which have condemned India in the past for pirating their products, have welcomed the change but expressed concerns that parliament might block the process.

Nath said patent recognition was an essential pre-condition for India`s drug industry to move up the value chain.

The country is already the world`s 4th-largest producer of medicines by volume but ranks only 13th by value, reflecting the very low prices of products in the local market.

During the rest of the decade, companies like Ranbaxy Laboratories Ltd and Dr Reddy`s Laboratories Ltd are expected to benefit from selling more generic drugs overseas, particularly in the United States.

Consultancy McKinsey & Co has predicted this could help lift industry sales from around $10 billion to $25 billion by 2010.

Longer term, though, the strategy is to research and develop new patented products, where the stakes are much higher.

MERCK RETURNS

Since each new prescription drug costs more than $800 million to develop, including the cost of failures, Indian firms will struggle to compete with western pharmaceutical giants like Pfizer Inc and GlaxoSmithKline Plc.

But Nath said they could still leverage relatively modest R&D budgets by exploiting the country`s low cost base and by striking deals.

British-based GSK already has a research alliance with Ranbaxy, and many others are investigating ways to out-source more research to India.

Nath said Raymond Gilmartin, the CEO of Merck & Co Inc, had told him at the World Economic Forum in Davos last week that the U.S. group had major research plans for India, after quitting the country years ago.

"Our objective is to not only manufacture drugs but to make India a hub for medical research and clinical data management," Nath said. "Instead of asking `should my company go to India?`, companies should be asking `can my company afford not to go to India?`"

In addition to tapping into a skilled base of local chemists, biologists and information-technology specialists, western firms are also attracted to India as a cheap place to conduct clinical trials, the main component of R&D costs.

Nath said India could offer well-trained, English-speaking medics, as well as a large population whose enrolment into studies had not been compromised by previous drug exposure.

Some western firms have questioned India`s ability to administer and police the new patent system but Nath said the country was modernising its intellectual property offices.

A total of 1.3 billion rupees ($46 million) had been committed to improving patent administration, according to Indian officials.

[bmann025]

Das sind umgerechnet 450 Millionen Euro, 30% der Marketkap.
(1 crore = 10 Millionen)


VSNL files suit seeking Rs 2,560 cr from government

PTI[ SATURDAY, JANUARY 29, 2005 03:43:49 PM]
Sign into earnIndiatimes points
MUMBAI: Telecom company Videsh Sanchar Nigam has filed a lawsuit against the central government at Bombay High Court, seeking a compensation of Rs 2,560.72 crore for premature termination of its international long distance (ILD) monopoly.
In its petition filed on Thursday, the Tata group company said the government failed to keep its commitment that VSNL would be allowed to retain its monopoly in ILD telephony market till March 31, 2004.

The Department of Telecommunications, through a letter dated July 28, 2000, had terminated VSNL`s monopoly in voice telephony by 2002, two years ahead of the promised date, the petition said.

The DoT had offered a compensation package to VSNL for early termination of monopoly and had admitted that premature termination of monopoly would cause severe prejudice and monetary loss to the Tata group company.

The department had also offered additional compensation in case loss in revenues was proven by an independent consultant, the petition said.

Credit Suisse First Boston (CSFB) and Salmon Smith Barney (SSB), who were the lead managers for VSNL`s Global Depository Receipts in 1997 and 1999 respectively, had been entrusted with the job of assessing the losses in September 2000 by the government and VSNL.



VSNL heute + 10%

[bmann025]

Heute All Time High in Indien.


Sensex gains 45pts; BHEL zooms 5%

Our Web Bureau / Mumbai February 14, 2005



The Sensex opened with a positive gap of 39 points at 6,673, and zoomed past the 6,700-mark to touch a new all-time high of 6,719 in noon deals. After moving in a narrow range for most part of the trading session, the index slipped to 6,660 on profit-taking at higher levels. The Sensex finally closed with a gain of 45 points at 6,679.

While 19 index scrips advanced with a volume of 80 lakh shares totalling Rs 454 crore, 11 declined with a volume of 56 lakh shares for Rs 240 crore.

Infosys was firm right through the session, and gained over 3% (Rs 66) to Rs 2,169. While Satyam was up 2.7% (Rs 11) to Rs 421, Wipro advanced over 2% (Rs 16) to Rs 711.

SBI moved up 1.8% (Rs 12) to Rs 666. ITC dropped 1.3% (Rs 17) to Rs 1,317. HLL dropped over 2% (Rs 3) to Rs 152. Reliance was down nearly a per cent (Rs 5) at Rs 543.

BHEL zoomed over 5% (Rs 42) to Rs 860.

ACC declined over a per cent (Rs 5) to Rs 374. While Gujarat Ambuja also declined over a per cent (Rs 5) to Rs 447, Grasim was up 0.6% (Rs 8) at Rs 1,360.

Hero Honda was steady right through the day, and closed with a gain of over 2% (Rs 13) at Rs 564. Bajaj was down over a per cent (Rs 13) at Rs 1,074. Maruti slipped 1.5% (Rs 8) to Rs 491.

Bharti added nearly 3% (Rs 6) to Rs 215. ICICI Bank moved up 1.6% (Rs 6) to Rs 381. Tisco was up 1.4% (Rs 6) at Rs 404. Ranbaxy was up Rs 6 at Rs 1,051. Dr. Reddy`s, Cipla and Hindalco also closed with gains.

The BSE Teck index advanced 2.5% (42 points) to 1,759. MphasiS BFL zoomed 5% (Rs 13) to Rs 258 after the announcement of the acquisition of the London-based Princeton Consulting.

VSNL gaind over 4.5% (Rs 10) to Rs 229. TCS was up 2% (Rs 25) at Rs 1,407. i-flex also moved up 2% (Rs 14) to Rs 642. HCL Tech, Polaris, Patni, Tata Elxsi, also finished at higher levels today.

SAIL topped the volume chart with trades of over 1.31 crore shares followed by Jindal Vijaynagar with a volume of 1.30 crore shares and GV Films at 94 lakh shares.

The broad market was in bearish mode with over 1,400 scrips declining as against advances of over 1,000 shares today.

[bmann025]

Ein CNN Interview (zur Bedeutung des noch zu genehmigenden Kabelverkauf von Tyco an VSNL)

CNN
SHOW: LOU DOBBS TONIGHT 6:00 PM EST
February 9, 2005 Wednesday

Well, coming up next, how India could be looting the future of global communications.

PILGRIM: During the dot-com boom, American telecom companies built massive communication networks around the world. But now, after the telecom bust, foreign companies are buying up thousands of miles of fiber optic cable buried miles under the ocean, and they`re buying it for pennies on the dollar. In that fire sale, Indian outsourcers see a huge opportunity.

Christine Romans reports.


CHRISTINE ROMANS, CNN BUSINESS CORRESPONDENT (voice-over): The lifeline for Indian outsourcers is the cable that sends the information from big U.S. companies to cheap Indian laborers and back again.

SCOTT CLELAND, PRECURSOR GROUP: Think about this business, you know. It literally depends on that transoceanic pipe. It has to function. You know that if it doesn`t work, the whole business browns out. Their whole industry browns out. So it`s absolutely critical to secure.

ROMANS: Now one of the biggest Indian outsourcers may control up to 80 percent of the pipe, the bandwidth on the Pacific route.

If Tata`s deal to buy Tyco`s undersea cable operations goes through, India`s Tata will own one of the world`s highest capacity international underwater cable systems and control the channels through which it ships all kinds of lucrative outsourcing.

Tata says, "With this deal, no one will be able to beat us." Indeed, it could give Indian outsourcing a turbo charge and, analysts say, head-off competition from other low-cost labor markets.

MARIBEL LOPEZ, FORRESTER RESEARCH: India is worried about China and other countries coming in to steal their business. So they want to make sure that they can snap up one of the most valuable crucial assets that`s required to win business, which is the reliable cheap connectivity to the U.S. market.

ROMANS: Much of that connectivity is being bought by foreign companies cheaply. There have been three major deals in the last year. Tata`s deal, a mere $130 million. A majority of Global Crossing went for $250 million, and Reliance Infocom of India bought FLAG for $211 million, about six cents on the dollar.

(END VIDEOTAPE)

ROMANS: Kitty, one critic likened this to looting during a blackout, all this U.S.-built infrastructure being snapped up for next to nothing, and, in the case of Tata, it could result in more U.S. jobs being sent overseas.

PILGRIM: Christine, isn`t the government concerned about this?

ROMANS: This deal was announced in November. It hasn`t been approved yet by the U.S. government. But the U.S. Committee for Foreign Investments won`t confirm or deny that it is investigating this. But it has to pass through them before it can get final approval.

PILGRIM: Thanks very much

[klaxon_de]

Hi.

Auch ich möchte in Indien investieren...
Doch wo kann ich in Deutschland indische Aktien handeln, welche nicht in Dtl. gelistet sind?

Wäre für Tipps dankbar.

Ciao.

[bmann025]

Intelsat Verkauf nun unter Dach und Fach

Nach der Meldung ging VSNL eben mal 10% hoch, am Jahreshoch abgeprallt und Schluß mit -1%...

VSNL gets $169 mn from Intelsat

REUTERS[ FRIDAY, FEBRUARY 25, 2005 10:25:42 AM]
Sign into earnIndiatimes points
MUMBAI: India`s Videsh Sanchar Nigam Ltd. has received $169.04 million from a stake sale in global satellite operator Intelsat Ltd., the company said in a notice to the Bombay Stock Exchange on Friday. VSNL is a long distances telecommunications service provider

[bmann025]

vsnl und das Kabel

http://finance.messages.yahoo.com/bbs?.mm=FN&action=m&board=…

[Rhum56]

@ bmann025

Hast Du ne Meinung zu Hindalco? WKN 902102 bzw US4330641022 ?
Rohstoff Indien
Wird in Platow Emerging M Morgen empfohlen, KGV 10.

[bmann025]

rhum,

Kenne ich leider nicht.

Du kannst aber z.B. mal hier nachschauen,
http://www.moneycontrol.com/msgboard/view_by_stkname.php

bei "Search" Hindalco eingeben und statt "Keyword" -> "Stock" eingeben.

[bmann025]

vsnl und das Tyco-Kabel... Fortsetzung

http://economictimes.indiatimes.com/articleshow/msid-1067864…

[bmann025]

Kalender

Ador Fontech 26-April-05 Quarterly Results
Ballarpur Industries 26-April-05 Quarterly Results
Bata India 26-April-05 Quarterly Results
Batliboi 26-April-05 Quarterly Results
Blue Dart Ex 26-April-05 Quarterly Results
Cipla 26-April-05 Quarterly Results
CONCOR 26-April-05 Quarterly Results
Foseco India 26-April-05 Quarterly Results
Honeywell Automation 26-April-05 Quarterly Results
Integra.Hind 26-April-05 Quarterly Results
KSB Pumps 26-April-05 Quarterly Results
Nicholas Piramal 26-April-05 Quarterly Results
Nucleus Soft 26-April-05 Quarterly Results
PTC India 26-April-05 Quarterly Results
Parry Agro 26-April-05 Quarterly Results
Paper Products 26-April-05 Quarterly Results
Prism Cement 26-April-05 Quarterly Results
RS Software 26-April-05 Quarterly Results
Sterlite Optical Technologies 26-April-05 Quarterly Results
Tata Metaliks 26-April-05 Quarterly Results
Alfa Laval 27-April-05 Quarterly Results
Carborundum Universal 27-April-05 Quarterly Results
Escorts 27-April-05 Quarterly Results
Gillette India 27-April-05 Quarterly Results
Grindwell Norton 27-April-05 Quarterly Results
Indi Rama Synthetics 27-April-05 Quarterly Results
Maharashtra Seamless 27-April-05 Quarterly Results
MICO 27-April-05 Quarterly Results
SKF India 27-April-05 Quarterly Results
Sun Pharmaceutical 27-April-05 Quarterly Results
Bayer ABS 28-April-05 Quarterly Results
Bharat Heavy Electricals 28-April-05 Quarterly Results
Bharti Tele Ventures 28-April-05 Quarterly Results
Dabur India 28-April-05 Quarterly Results
GlaxoSmithkline Consumer 28-April-05 Quarterly Results
GMDC 28-April-05 Quarterly Results
Everyday Industries 28-April-05 Quarterly Results
Exide Industries 28-April-05 Quarterly Results
Fag Bearings 28-April-05 Quarterly Results
Godrej Consumer Products 28-April-05 Quarterly Results
Jindal Saw 28-April-05 Quarterly Results
Moser Baer 28-April-05 Quarterly Results
Ranbaxy Lab. 28-April-05 Quarterly Results
Raymond Ltd 28-April-05 Quarterly Results
Atlas Copco 29-April-05 Quarterly Results
Bharat Electronics 29-April-05 Quarterly Results
CESC 29-April-05 Quarterly Results
DIC India 29-April-05 Quarterly Results
Dredging Corporation 29-April-05 Quarterly Results
Fertilizers & Chemicals 29-April-05 Quarterly Results
Flat Products Equip 29-April-05 Quarterly Results
GAIL 29-April-05 Quarterly Results
GlaxoSmithKline Pharmaceuticals 29-April-05 Quarterly Results
Hindustan Lever 29-April-05 Quarterly Results
J K Industries 29-April-05 Quarterly Results
Kirloskar Bros 29-April-05 Quarterly Results
Kirloskar Oil Engines 29-April-05 Quarterly Results
Kochi Refineries 29-April-05 Quarterly Results
MRF Ltd 29-April-05 Quarterly Results
National Fertilizers 29-April-05 Quarterly Results
P&G 29-April-05 Quarterly Results
Ramco Systems 29-April-05 Quarterly Results
Rolta India 29-April-05 Quarterly Results
State Bank of Travancore 29-April-05 Quarterly Results
Zee Telefilms 29-April-05 Quarterly Results
Chambal Fertilizers 30-April-05 Quarterly Results
Chowgule Steamshipd 30-April-05 Quarterly Results
Hindalco Industries 30-April-05 Quarterly Results
Welspun Gujarat Stahl Rohren 30-April-05 Quarterly Results
Housing Development Finance 06-May-05 Quarterly Results
Godrej Industries 06-May-05 Quarterly Results

[bmann025]

Bharti net up 44% in Q4
http://www.businessstandard.com/common/storypage.php?hpFlag=…

Bharti Tele-ventures: Right number
http://www.businessstandard.com/common/storypage.php?hpFlag=…

[bmann025]

VSNL

Trai order on global bandwidth set aside
http://www.businessstandard.com/iceworld/storypage.php?hpFla…

U.S. Panel OKs Sale of Undersea Cables
http://biz.yahoo.com/ap/050412/telecom_security_review.html?…

Tata says, " With this deal, no one will be able to beat us."

[bmann025]

VSNL Obtains All Major U.S. Regulatory Approvals To Acquire Tyco Global Network
Tuesday May 3, 8:45 am ET
Federal Communications Commission Approval Clears Way for VSNL to Become One-Stop Telecommunications Provider for Global Businesses


MUMBAI, India and NEW YORK, May 3 /PRNewswire-FirstCall/ -- Videsh Sanchar Nigam Limited (VSNL) (NYSE: VSL - News), India`s leading provider of international telecommunications and internet services, today announced that the Federal Communications Commission (FCC) in the United States approved its application on April 29th, 2005 to transfer the Tyco Global Network (TGN) landing station licenses from Tyco to VSNL. The FCC`s approval culminates a nearly six-month process that included a formal review by the Committee on Foreign Investment in the United States (CFIUS) as well as the Department of Homeland Security (DHS), the Department of Defense (DOD), the Department of Justice (DOJ), the Federal Bureau of Investigation (FBI) and other agencies to ensure the transaction would not pose competition, law enforcement, national security or public safety concerns. All agencies agreed it would not.

"By obtaining approval from the FCC for this transaction, VSNL has crossed a significant milestone in its drive to acquire TGN. This acquisition is a major component of our strategy to offer enterprise and carrier customers seamless, end-to-end telecommunications solutions that circle the globe," said Mr. N Srinath, Director of Operations, VSNL. "This network, coupled with our expansive network within India and into Asia, will provide our customers unprecedented choice with regard to global data services. It will also give customers the ability to receive service under one brand with one single point of contact."

In November, 2004 VSNL announced that it agreed to acquire Tyco Global Network, the world`s most advanced submarine cable system for $130 million (not including the assumption of certain liabilities).

About VSNL

Videsh Sanchar Nigam Limited (VSNL) is India`s leading provider of International Telecommunications and Internet Services and the first telecom service provider in the world to get the prestigious TL 9000 certification. VSNL is India`s largest player in International Long Distance services and has a strong pan-India domestic Long Distance presence, VSNL is also a leading player in the Corporate Data Market in India today with a strong service offering covering IPLCs, ILLs, Frame relay, ATM and MPLS based IP-VPN services. VSNL has a strong infrastructure base that covers multiplesubmarine cable systems, switching gateways, IP PoPs and earth stations.

VSNL is now rapidly growing its retail and corporate presence under the Tata Indicom brand through its products like high speed broadband, dial-up Internet, net telephony and calling cards, and has an Internet subscriber base of over 750,000 subscribers. The Company is consolidating its presence in the Internet space with an increased focus on the Retail Broadband business.

VSNL also offers a host of other valued added services that include Television / Video uplinking, Program Transmission Services, Frame Relay Services and Inmarsat Services.

VSNL is expanding its global presence and has set up operations in Sri Lanka, Singapore, Europe and the United States of America. Its existing international connectivity capabilities, both undersea as well as satellite, offer the greatest diversity in India, which is critical for all customer segments, encompassing wholesale, corporate and retail. The Company has recently signed an agreement with Tyco to acquire its global submarine cable network. VSNL has also set up a 3,175 km undersea cable between Chennai and Singapore with a design capacity of 5.12 Terabits.

VSNL is listed across all the major stock exchanges in India and also has its ADRs listed on the New York Stock Exchange. (http://www.vsnl.com)

[bmann025]

SingTel über den Erwartungen

http://www.listedcompany.com/stocks/afx.pl?id=afx02597466

[Midas2000]

Kennt hier eigentlich jemand ein indisches Unternehmen mit Schwerpunkt Wireless Services, also WAP, Klingeltöne, Handyspiele, MMS?
Sowas wie KongZhong, Hurray in China.

[bmann025]

Tata Teleservices (TTML) expandiert aggressiv
(VSNL hält 20-26? % an TTML)

1.
http://www.tata.com/vsnl/media/20050508.htm

2.
Tata Tele lines up Rs 8000 cr capex

Our Corporate Bureau / Mumbai May 13, 2005

Having crossed the four million subscriber mark, Tata Teleservices (TTSL) is aggressively expanding its national backbone to add 22,000 kms of fibre. The company has also earmarked a capital expenditure of over Rs 8,000 crore to be spent within the next two years.

Vinayak Deshpande, president-operations, Tata Teleservices said the company has achieved an all India market share of 6.3 per cent. Within the CDMA space, the company commands a market share of 24 per cent, he said.

In April, TTSL had a 16 per cent share of net additions, third highest behind Bharti with 23 per cent and Reliance Infocomm with 22 per cent. The state-owned Bharat Sanchar Nigam Ltd (BSNL) enjoyed a market share of 15 per cent and Hutch 9 per cent in April 2005.

In fixed wireless phone (FWP) segment, TTSL has made headway in the new circles entered, upping its market share from 8 per cent in January 2005 to 28 per cent in April 2005. Reliance Infocomm’s market share has dropped from 78 per cent in January 2005 to 55 per cent in April 2005.

Till March 2005, the company has already invested Rs 11,800 crore and its services are now available in 1,272 cities and towns across 20 telecom circles. The company is planning to expand its reach to 2,500 towns by March 2006 and eventually to 4,000 towns across the country.

[bmann025]

Bharti / SingTel

keine ADRs...
SingTel erhöht Beteiligung an Bharti...

http://economictimes.indiatimes.com/articleshow/1116434.cms
http://sg.biz.yahoo.com/050520/15/3sn0l.html

[bmann025]

UPDATE: SingTel Adds Bangladesh Telco To S Asia Haul
By Cris Prystay

Of THE ASIAN WALL STREET JOURNAL

SINGAPORE (Dow Jones)--Singapore Telecommunications Ltd. (T48.SG), Southeast Asia`s largest phone company, said Thursday it paid $118 million for a 45% stake in Pacific Bangladesh Telecom Ltd.

The deal is the latest in SingTel`s South Asian acquisition spree. The company raised its stake in Indian phone company Bharti Tele-Ventures Ltd. (532454.BY) to 30.84% from 28.16% on May 23. SingTel was also short listed in May to bid for a 26% stake of Pakistan Telecommunications Corp. (PTC.KA).

Under the Pacific Bangladesh, or PBTL, deal, SingTel has the option to increase its equity stake in the company to 60% for an extra $65 million between April 1 and June 2007.

Bangladesh currently has just 5.4 million mobile phone subscribers, which represents just 3.9% of the population.

PBTL, the country`s third-largest cellular operator, is owned by the Pacific Group, one of Bangladesh`s largest privately owned business groups.

"SingTel believes that there will be rapid telecommunications growth in Bangladesh for years to come, as has been experienced in other regional markets which SingTel has invested in," said Lee Hsien Yang, SingTel`s CEO.

Squeezed by a tiny, saturated market at home, SingTel has spent about S$20 billion in the last decade expanding into the region.

The company bought Optus, Australia`s second-largest telecom company, in October 2001, which now provides about one-quarter of SingTel`s net profit. SingTel also has a 21.46% stake in Thailand`s Advanced Info Service, a 44.63% stake in the Philippines` Globe Telecom Inc., and a 35% stake in PT Telkomsel in Indonesia. About 70% of the company`s profit now comes from outside Singapore, up from 50% in 2003.

Temasek Holdings Pte Ltd, the investment arm of the Singapore government, owns about 60% of SingTel.

The PBTL deal will help offset some of the slowing growth that SingTel`s units have started to see in markets like Thailand and the Philippines, analysts say.

"SingTel management has demonstrated the ability to pick growth in the early stages. South Asia is where there is still relatively strong growth potential, because its one of the few markets left where (mobile phone) penetration levels are still in the single or low double-digits," says Neel Sinha, a telecommunications analyst at CLSA.

SingTel reported that net profit for the year ended March 30, 2005 fell 27 % to S$3.27 billion from S$4.49 billion. The drop was due to the sale of its Belgian unit the previous year, which inflated 2004 profit.

Excluding the sale of Belgacom SA, SingTel`s 2005 net profit rose nearly 22% to S$3.06 billion from S$2.517 billion in the previous year.

SingTel shares closed up 1.15% at S$2.64 on Thursday.

[bmann025]

India`s mobile base grows to 55.87mn

REUTERS[ THURSDAY, JUNE 09, 2005 10:15:18 AM]
Surf `N` Earn -Sign innow
NEW DELHI: India`s booming wireless sector, the world`s fastest growing major mobile market, added 1.7 million new users in May taking the total wireless base in Asia`s fourth largest economy to 55.87 million customers.
The Cellular Operators` Association, which represents nine carriers offering mobile services based on the widely prevalent Global System for Mobile (GSM) communication platform, said on Wednesday it added 1.22 million new users.
The rival association of operators who offer similar services based on the Code Division Multiple Access (CDMA) technology said 474,949 new customers opted for its facilities.
More than three-fourths of India`s mobile customers are on the GSM platform, in line with global trends. The country`s user base grew 3.1 per cent in May over April.
The flourishing Indian market is expected to have more than 80 million users by December as the cheapest call rates in the world -- of as low as 2-3 U.S. cents a minute -- lure customers.
Carriers are also expanding their footprint into communication-starved rural areas to tap unmet demand.
Bharti Tele-Ventures Ltd., 32.81 per cent owned by Singapore Telecommunications Ltd. and India`s top ranked GSM player, had 11.8 million customers, data showed.
The GSM mobile base of state-run Bharat Sanchar Nigam Ltd. rose to 9.88 million and the Indian mobile unit of Hong Kong`s Hutchison group had 8.19 million GSM users.
Top-ranked CDMA operator Reliance Infocomm Ltd`s user base rose to 9.96 million customers.
Prospects for huge growth have made India`s mobile market a hot-spot for global telecom equipment and handset makers as only five in a 100 people use mobile services in the billion-plus country compared with more than 25 in China, the world`s largest mobile market

[bmann025]

videsh mit zahlen

http://www.nse-india.com/marketinfo/companyinfo/eod/results.…

sieht auf den ersten blick gut aus, umsatz nach langer seitwärtsbewegung angezogen, gewinn deutlich gesteigert.

jahresbericht auf der homepage

http://www.vsnl.in/aboutvsnl/investor.php

[bmann025]

indiainfoline zu videsh

http://www.indiainfoline.com/lare/vsnl_0405.pdf

[bmann025]

@rhum:

http://equitymaster.com/hfyr.asp?symbol=HALC

weitere Link mit indischen Aktien:

http://equitymaster.com/

über "Key Sector Stocks" bekommt man eine schöne List von Werte und kann sich weiter zu den reports hangeln.

[petrone]

hallo indienfans
bin ab und zu stiller leser.
möchte gerne eure meinnug zu praj(522205 bo)die ja schon
"gut" im warsten sinn gelaufen ist.aber die storry ist,
so glaube ich noch immer gut.
kann jemand die bilanz mal anschauen und zur bekanntgabe
der heutigen meldung eines aktiensplitts mal ein paar worte hier reinstellen.
im voraus vielen dank.
ps.das gegenstück in europa ist denke abengoa spanien

[bmann025]

vielleicht steht hier was, aber meistens eher nicht

http://www.moneycontrol.com/msgboard/viewmsg/viewtopicmsgs.p…

evtl. auch mal suchen bei

http://www.businessstandard.com
http://www.indiainfoline.com
http://www.capitalmarket.com
http://www.thehindubusinessline.com
http://www.equitymaster.com
http://www.economictimes.indiatimes.com

[petrone]

hallo
hier ist die webseite der firma
http://www.praj.net/test/index.jsp
bin leider mit schreiben nicht so fitt.
m.fr.gr. petrone

[bmann025]

ATH heute in indien.

vsnl konferenz

http://www.indiainfoline.com/meet/me953.html

[soebenda]

Wie kann man von Deutschland aus die Bharte Tele-Ventures Aktien kaufen?

[soebenda]

hat jemand eine Ahnung wieviele Aktien sich hinter dem Reliance GDR 884241 verbergen?

[bmann025]

#227
2 Aktien pro GDR

#226
zu Bharti waren lange ADRs angekündigt, immer wieder verschoben, jetzt ganz abgeblasen. d.h. anlage nur vor ort oder einem broker der handel in indien anbietet, kenne aber keinen. indirekte anlage über stel.si (30-35% beteiligung an bharti), macht aber nur kleinen teil deren market.kap aus, dafür besitzt stel weitere, ähnliche beteiligungen in philippinen, indonesien, thailand, bagla desh, australien.

Telekom Ergebnisse
http://www.indiainfoline.com/nevi/Telecom_Results_Review.pdf

[Mistral1978]

Indische Börse notiert auf Allzeithoch

Ausländische Anleger strömen auf den Wachstumsmarkt - Nach Hausse sind kurzfristige Rückschläge nicht auszuschließen
von Daniel Eckert und Holger Zschäpitz

Berlin - Im Wettstreit der asiatischen Wachstumsgiganten hat Indien einen weiteren Sieg errungen. Gestern erreichte der Sensex, der wichtigste Aktienindex des Subkontinents, mit einem Stand von 7145 Punkten ein Allzeithoch. Seit Mitte letzten Jahres konnte das indische Börsenbarometer rund 50 Prozent zulegen. Das steht im scharfen Kontrast zur Entwicklung in China. Hier werden an der Börse statt Rekorden beinahe jeden Tag weitere Tiefstände markiert.


Die Experten können eine Reihe von Gründen anführen, warum der Subkontinent in den nächsten Jahrzehnten an China vorbeiziehen wird. Da ist zum einen das stabilere Bankenwesen. Während sich die Gesamtsumme der Kredite im Drachenstaat auf 140 Prozent des BIP beläuft, beträgt der Anteil in Indien gerade einmal ein Drittel. Die Summe der chinesischen Darlehen ist zehnmal so groß wie in Indien, obwohl die Größe der Ökonomie lediglich das Zwei- bis Dreifache beträgt. "Wir sehen daher größeres Wachstumspotential für Indien als für China", sagt Amit Rajpal, Stratege bei Morgan Stanley.


Auch bei den vermeintlich weichen Faktoren spricht einiges für Indien. Positiv angeführt wird zum Beispiel immer wieder das relativ hohe Bildungsniveau der Bevölkerung und der sichere Umgang mit der Weltsprache Englisch. Dieses hat schon jetzt dazu geführt, daß indische IT-Unternehmen wie Infosys oder Wipro zu den weltweit führenden gehören. Nicht zuletzt auch die Bevölkerungsstruktur spricht für die Milliardennation. Während China in zwei, drei Jahrzehnten unter ähnlichen Symptomen der gesellschaftlichen Veralterung zu leiden haben wird wie Europa, wird Indien auch dann noch eine junge Nation sein. Nach Einschätzung von Ökonomen bürgt die Bevölkerungsentwicklung für eine dynamische Entwicklung der Wirtschaftskraft. Bereits am Ende des 21. Jahrhunderts könnte Indien dann China überholt haben.


Unter dem Strich geben Analysten dem indischen Aktienmarkt den Vorzug. Doch Indien ist aktuell nur für Anleger mit einem langen Atem geeignet. Kurzfristig sind Rückschläge nicht auszuschließen. Denn die Kurse haben erst einmal einen Großteil der dynamischen Entwicklung vorweggenommen. Auch relativ zu anderen Schwellenmärkten ist die indische Börse nicht mehr günstig. Inzwischen sind die Dividendenpapiere mit dem 1,5fachen anderer Schwellenländer bewertet. Kritisch stimmt die Beobachter auch, daß die jüngste Rallye ausschließlich von ausländischen Investoren getragen wurde und die Inländer eher zu den Verkäufern zählten. Die Strategen der UBS sehen für das Jahresende den Sensex bei 6800 Punkten und damit unter dem heutigen Niveau.


Am Börsenwunder des Subkontinents zu partizipieren ist für deutsche Anleger nicht schwer. Obwohl auch zahlreiche indische Firmen am deutschen Aktienmarkt gelistet sind, ist es aus Gründen der Risikostreuung in der Regel besser, auf Fonds zurückzugreifen. Gutgefahren sind Anleger mit dem HSBC Indian Equity (LU0066902890), der seit 2002 sagenhafte 130 Prozent zulegen konnte. Dieses Jahr hat das Produkt jedoch mit plus 14 Prozent etwas schwächer abgeschnitten als etwa der Invesco India (IE0003929902) mit plus 18 Prozent oder der JF India (LU0058908533) mit plus 22 Prozent. Einige Experten raten jedoch zu gemischten Asien-Fonds. Denn die alte Rivalität zwischen Indien und China scheint bereits zu schwinden, um einer neuen Kooperation der Giganten Platz zu machen.

Artikel erschienen am Do, 23. Juni 2005

http://www.welt.de/data/2005/06/23/735770.html

[Indian99]

Bmann,

was meinst Du mit stel.si. Hast Du einen vernünftigen Namen WKN etc?


Gruß
Der Indienfreak

[bmann025]

indian99,

Singapore Telekom

WKN A0B75B

Wird auch in D gehandelt, aber kaum Umsatz, großer Spread, am besten in Singapur handeln.

http://home.singtel.com/about_singtel/global_presence/overse…

http://in.finance.yahoo.com/q?m=b&s=brti.bo&d=t&s=mtnl.bo&s=…

[bmann025]

Videsh in Barron`s:
--------------------

MONDAY, JUNE 20, 2005
India`s Nimble Elephant
By THOMAS G. DONLAN

"Less widely appreciated but possibly offering major high-tech investment opportunities is the telecom unit Videsh Sanchar Nigam, or VSNL, whose ADR is traded on the Big Board under the ticker VSL . This was India`s government-owned international cable and satellite communications utility until it was partly privatized and the private part acquired by Tata Indicom. VSNL now operates long-distance and mobile telephone systems around the country and is a leading Internet service provider. The government still owns about a quarter of the shares.

The ADRs are up some 60% in the past year, and the company`s prospects appear to be getting only brighter. Last month, VSNL received U.S. regulatory approval to purchase the undersea cable systems of Tyco International (built and owned previously by AT&T). Although the systems consist of some 37,000 miles of transoceanic links that cost $3 billion to put in place, VSNL picked them up for $130 million. And talk about synergy: Tata Consultancy Services would be nowhere without international cables. In fact, all the outsourcers would be nowhere without international cables, and outsourcing generates the kind of traffic that the cables need to turn profits for their owners."

[Musky]

hallo

hat einer informationen über (SAIL) STEEL AUTHORITY OF INDIA LTD. (899815)?

Angebliches KGV von 3! aber lest selbst

11.07.2005 - 12:57 Uhr
Steel Authority of India günstig

Mit Steel Authority of India (SAIL) (ISIN US8580552052/ WKN 899815) kaufen Anleger Indiens billigste Aktie, so die Experten von "Emerging Markets Investor".

Nach Einschätzung des Investmenthauses Enam Securities werde das Unternehmen mit einem aktuellen KGV von 3,3 bewertet. Dieses werde in den nächsten beiden Jahren auf lächerliche 2,7 fallen. In der Ende Mai erschienenen Kaufstudie hätten die Analysten dem Titel ein Kurspotenzial von knapp 100% zugebilligt.

Hinsichtlich der Bewertung sei dies nicht verwunderlich. Berücksichtige man aber die Tatsache, dass SAIL eine Marktkapitalisierung von 4 Mrd. USD und Tagesumsätze von 10 Mio. USD aufweise, so sei ein 100-prozentiges Kurspotenzial schon ein Wort. Zumal sich der Titel in den letzten drei Jahren bereits verzehnfacht habe.

SAIL sei einer der führenden Stahlproduzenten des Landes. Demzufolge habe das Unternehmen von den gestiegenen Stahlpreisen profitiert. Im letzten Jahr sei der Umsatz um gut 30% gestiegen, der Nettogewinn sei um mehr als 170% explodiert.

Zuletzt seien die Stahlpreise merklich zurückgekommen. Der SAIL-Kurs sei daraufhin von 70 auf 50 Indische Rupien gesunken.

GDRs von Steel Authority of India werden auch in London und Berlin gehandelt, die Umsätze sind allerdings sehr dünn, so dass Anleger nach Meinung der Experten von "Emerging Markets Investor" ein strenges Limit setzen sollten.

Analyse-Datum: 11.07.2005


Quelle: Finanzen.net

mich würde interessieren ob ich das papier auch über consors direkt in bombay oder doch lieber in london oder berlin kaufen kann.

servus

[bmann025]

vsnl steigt weiter

http://sg.us.biz.yahoo.com/ap/050725/india_global_acquisitio…

[aylinsandro]

Schaut Euch mal Crompton Greaves an.
Steigt und steigt

Gruss as

[bmann025]

vsnl

http://www.lightreading.com/document.asp?doc_id=77786&WT.svl…

[bmann025]

[bmann025]

MTNL zeigt nun ebenfalls Lebenszeichen, insbesondere die ADRs in New York (MTE). Phantasie durch den Anstieg der Mobile Services sowie Dauerbrenner Merger mit BSNL. ansonsten scheint MTE einfach auch mal dran zu sein.

State-owned Mahanagar Telephone Nigam Ltd on Monday reported 26 per cent year-on-year decline in net profit for the quarter ending June 30, 2005 to Rs 172.48 crore. The income from services also showed a decline of 9.2 per cent to Rs 1,392.71 crore during the quarter, the company said in a statement. MTNL reported an increase of 100.19 per cent in revenues from mobile services to Rs 101.9 crore. It has doubled its subscriber base in Mumbai and New Delhi to 14 per cent to 11.13 lakh from 7 per cent in the first quarter of 2004-05.

[soebenda]

Hallo,

könnt ihr etwas zu den Autowerten Bajaj Auto, Mahindra & Mahindra und Tata Motor sagen?


Beste Grüße, Philipp

[technophilosoph]

Hmm, das schau ich mir mal an.

[bmann025]

Bharti über 300 - ATH

Videsh über 440 Mehrjahreshoch

Singapore Telekom mit Dividendenabschlag (5+8 cent)

[Pirat_Micha]

Indien...

Also wenn man mal die Wkn ´s eintippt die zum Start dieses Thread s angegeben wurden dann sind da Highlight dabei die über 1000% zugelegt haben -- echt klasse !!
Ich bin seit 1 Jahr über einen fonds in Indien investiert, kann mich da aber nur 30 % Plus erfreuen. Vielleicht kennt ja von euch jemand die zukünftigen "highhtlights" und läßt uns Indien-Fans mit daran teilhaben ?!?!?

Habe mich bei www.berlinerboerse.de schonmal umgeschaut welche da handelbar sind, aber habe noch keinen Favoriten.

WER HILFT ??

PIRAT

[bmann025]

VSNL Ergebnisse

NSE Announcements on VSNL: Videsh Sanchar Nigam Ltd. has informed the Exchange that a press release is being issued by the Company dated October 25, 2005, titled VSNL Q2 total revenue up 19% at Rs.961 crores. The details of the press release shall be available on the NSE website (http://www.nseindia.com) under: Corporates > Latest Announcements and on the Extranet Server (/Common/CorporateAnnouncements).


Tata Tele mit 6 Mill. Kunden, 1 Mill. Zuwachs in den letzten 40 Tagen...
http://www.businessstandard.com/iceworld/storypage.php?hpFla…

[bmann025]

Indiainfoline analysen zu verschiedenen ergebnissen

http://www.indiainfoline.com/comp/lare.html

[bmann025]

Vodafone kauft 10% an Bharti
http://www.businessstandard.com/iceworld/storypage.php?hpFla…

[bmann025]

mte, tut sich da nun auch mal was...?

[bmann025]

heute will sie einfach nicht wieder unter die 7, trotz der vorgabe aus bombay

[Rebecca11]

Guten Abend,

ich interessiere mich auch für Indien-Index, Sensex.Ich habe z.b. schon bei www.onvista.de nach Optionscheine gesucht´,habe aber dort nicht gefunden;scheint ja nicht viele Möglichkeit zu handeln .

Kann jemand mich darüber informieren?

Vielen Dank im voraus

Rebecca

[asiate]

Hey

@Rebecca

schau mal hier rein http://www1.abnamrozertifikate.de/showpage.asp?N=0&Ne=107400…

Bis dann

[Rebecca11]

@asiate

#249

Vielen Dank

[aylinsandro]

Hallo all,

warum ist in diesem Zertifikat eigentlich
CROMPTON GREAVES nicht enthalten?
Ist in Frankfurt,Berlin und Stuttgart handelbar.
Außerdem läuft es gut bei CROMPTON.

Gruss AS

[bernu]

@ alle,

im aktuellen spiegel wird berichtet, dass in den nächsten 15 jahren 65.000 km des straßennetzes modernisiert werden sollen. wichtigster teil soll dabei das "goldene viereck" sein. es handelt sich um ein 5800 km langes autobahnnetz, dass die metropolen neu-delhi, kalkutta, chennai und mumbai verbinden soll.

hat jemand infos über bau-firmen, die an diesem projekt beteiligt werden sollen?

bernu

[bmann025]

videsh: kommentar zu den ergebnissen

http://www.indiainfoline.com/lare/vsnl_1205.pdf

[bmann025]

mahanagar rappelt sich langsam auf...?

heute morgen hat jemand in Frankfurt für ca. 130.000 Euro eingekauft und trotzt des anstiegs in bombay kaum mehr bezahlt als gestern.

[bmann025]

[bum]

hi bmann025

wat meinst du zu videsh.weiter nach oben oder besser erstmal verkaufen im moment?gerne auch als IM.......
ps naechste monat schau ich mir die thaimaerkte vor ort an und indien von oben

[bmann025]

@bum,

der ausbruch über das alte hoch kam meldungslos. vom kgv her ist videsh nicht billig, hat aber jede menge value + perspektive.

vielleicht kommt noch was nachgereicht wie

- hohe erstattungen von staatseite
- höchste erträge durch die immobilien des ex-monopolisten und ex-staatsunternehmens
- oder man ist nach der übernahme des tyco netzes und teleglobe auf dem weg zum großen spieler auf der weltbühne (mit der marktkapitaliserung eines midcaps und auf den schultern der tatas) weitergekommen, evtl. sichtbar im nächsten quartalsbericht.

ich habe noch die hälfte meines maximalbestands und spekuliere damit auf deutlich höhere kurse.

[bum]

@bmann
na super...ueber 20%runter seitdem....da werd ich wohl noch leanger auf die deutlich hoeheren kurse wieder warten
und ich depp zoegerte als sie bei fast 19 stand mit dem verkaufen

thaz shize leif

[addicted]

wisst ihr wo man indische aktien kaufen kann zum beispiel die neuen ipos reliance petroleum ... ? mfg wulf

[bmann025]

#bum,

positiv betrachtet wird man nach 20% rückgang wieder geduldiger.
teilverkäufe sind auf dem weg nach oben (wie auch nach unten) ebenfalls gut für die psyche.

das unternehmen hat substanz für deutlich höhere kurse, die gewinne müssen erstmal an die kurse heranwachsen. oberhalb 17,50 ist der steile aufwärtstrend seit feb.05 in ordnung.




Stoch Technical Analysis

http://www.stockta.com/cgi-bin/analysis.pl?symb=VSL&num1=7&c…

[bmann025]

bin jetzt aus indien bis auf restposten vsnl draussen.

hoffe, dass die korrektur noch einige tage weiterläuft und sich kaufgelegenheiten ergeben.

orders wohl in zukunft nur noch in new york.
hier immer wieder das gleiche: bei angabe des geld/bzw briefkurses wird einfach nicht ausgeführt nicht, selbst wenn man die maklerstückzahl eintippt, sondern einfach der preis verschlechtert.

[bmann025]

sensex eben unter 10000

jetzt wackelt der langfristige aufwärtstrend

[bmann025]

crash

http://sg.finance.yahoo.com/q/cq?s=^BSESN,brti.ns,vsnl.ns,re…

[bmann025]

TRADING SUSPENDED ON BSE, NSE

Our Web Bureau / Mumbai May 22, 2006



Trading has been suspended on both the BSE and NSE with the indices hitting the lower circuit - the first time since May 17, 2004.


The trading has been suspended for one hour, and will commence again at 1300 hrs.


After the trading resumes, there will be a 5% lower circuit at 9,336, which, if hit, would see the end of trades for the day.

[bmann025]

Antwort auf Beitrag Nr.: 21.733.765 von bmann025 am 22.05.06 08:51:45

gibt es eine analyse der quartalszahlen von videsh ?
hat den kurs ordentlich nach vorne gebracht.

ansonsten gibt es auch hier recht übersichtlich aktuelles
http://www.finanznachrichten.de/nachrichten-aktien/vsnl.asp

[bmann025]

Antwort auf Beitrag Nr.: 22.382.198 von bmann025 am 02.07.06 17:30:55

aus dem omoneycontrol messageboard:
...There was news CNBC yesterday that the land value is estimated to 8000Cr. And Non-promotional shareholders to get 28.8% share.
Can anybody elaborate on this news the implication on stock price and expected benifits per share...