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    The Baseline

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    The Baseline
    22 Dec 2017
    Top gainers of 2017, and the investors who hold them

    Top gainers of 2017, and the investors who hold them

    The last year has been a pretty good one for the Indian stock market. The BSE Sensex overall has risen an impressive 30%, and recovered from some volatility earlier this year. The markets weathered demonetization, the GST rollout, and state elections, still ending the year sharply up, with company performance defying the initial pessimistic assessments post-demonetization. 

    The top gainers in share price have been an interesting mix. Here we identify the big winners of 2017 from the BSE500, and the superstar shareholders who were the lucky ones holding these stocks. For the full list of top gainer stocks check out the Price Gainers Screener.

    StockChange % (Year)In Portfolios
    Rain Industries Limited569%Dolly Khanna
    Bombay Dyeing513%Chinappa MB
    Avanti Feeds427%No superstars listed
    Adani Transmission314%No superstars listed
    Sunteck Realty282%Ajay Piramal
    Future Consumer276%No superstars listed
    Puravankara Projects275%No superstars listed
    IFB Industries 224%Dolly Khanna
    Indiabulls Real Estate217%No superstars listed
    Bombay Burmah Trading216%No superstars listed
    Edelweiss Financial Services206%

    Rakesh Jhunjhunwala, Naresh Kothari

    Sterlite Technologies206%No superstars. Pledges initiated
    GVK Power & Infrastructure205%Mukul Agrawal
    VIP Industries202%Rakesh Jhunjhunwala, Sudhir Jatia
    DCM Shriram200%No superstars listed
    Delta Corp197%Rakesh Jhunjhunwala, Rekha Jhunjhunwala

    Of the stocks that delivered greater than or almost 200% returns in the last one year, Rakesh Jhunjhunwala held three - Edelweiss Financial Services, VIP Industries and Delta Corp. Dolly Khanna was another superstar investor who had more than one stock in the top list - holding Rain Industries (the chart topper) and IFB Industries in her portfolio. Other big investors including Chinappa MB and Mukul Agrawal held top performer stocks in their portfolios. 

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    The Baseline
    21 Dec 2017, 01:43PM
    Volume Shockers today: Motherson Sumi, DB Realty, Unitech

    Volume Shockers today: Motherson Sumi, DB Realty, Unitech

    The 2G scam verdict is having its impact in the stock market today, as both scam-affected companies, DB Realty and Unitech, rise in share price on high volumes. Investors are advised to be cautious, since these two stocks show up with continuing financial durability problems. Other stocks seeing large volumes today include auto ancillary firm Motherson Sumi and BHEL. For the full screener click here. 

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    The Baseline
    20 Dec 2017, 09:11PM
    Screener: High volume, high gainers

    Screener: High volume, high gainers

    A number of stocks saw high volumes combined with high gains today, and Reliance Communications led the pack in share price gain, after the company put its various assets up for sale. It's own estimates for its spectrum, fibre and tower assets stand at Rs. 35,000 crore. Other big gainers today included MTNL, Ramco Cements, Ashiana Housing and more. For the full screener click here. 

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    The Baseline
    20 Dec 2017, 10:09AM
    Block deals today: HDFC Bank, Petronet LNG, Siti

    Block deals today: HDFC Bank, Petronet LNG, Siti

    HDFC Banksaw over 15.7 lakh shares change hands in a single block deal. The HDFC board has agreed on Wednesday to infuse Rs 8,500 crore into the bank. 

    About 51 lakh shares of Petronet LNG changed hands in a block deal. Analysts have turned bullish on the firm after a strong quarter performance. 

     About 1.2 crore shares of Siti Networkschanged hands in a block deal. 

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    The Baseline
    19 Dec 2017
    As the Sensex soared, Madras Fertilizers and Kridhan Infra saw big gains

    As the Sensex soared, Madras Fertilizers and Kridhan Infra saw big gains

    The Sensex was sharply in the green today, with sentiment up after election results. Among the biggest gainers were Kridhan Infra, - the Mumbai-based infrastructure construction firm rose over 18% after a large bulk deal by the government of Singapore, who bought 8.95 lakh shares (1.2% company stake).

    Another big gainer was Madras Fertilizers, which jumped as the government gets closer to parliament approval for a spend of Rs. 23,000 crore on fertiliser subsidies. For the full gainers screener, click here. 

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    The Baseline
    19 Dec 2017
    Block deals today: Airtel, Infosys, HDFC Bank

    Block deals today: Airtel, Infosys, HDFC Bank

    L&T Finance saw 90 lakh shares change hands in a block deal. Kridhan Infra is also gaining on multiple block deals.

    IRB InvIT saw 12 lakh shares change hands in a block deal.

    Over 40 lakh shares of Bharti Airtel have changed hands today in two block deals. Airtel announced a deal yesterday to acquire telecom operator Millicom in Rwanda, which gives Airtel 40% market share in that geography. 

    HDFC Bank saw 30 lakh shares change hands today. The bank's share price hit a new year high last week. 

    Infosys saw about 15.8 lakh shares change hands in a single block deal. After trading below year averages since March, the stock is nearing its year high in share price. 

    In the second block deal in two days (Societe Generale made block dealsyesterday) about 71 lakh shares of ICICI Bank changed hands today. 

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    The Baseline
    18 Dec 2017
    Volume Shockers today: Bank of Baroda, Adani Enterprises, Info Edge see movement

    Volume Shockers today: Bank of Baroda, Adani Enterprises, Info Edge see movement

    The Volume Shockers screener, which looks at stocks seeing unusually high volumes compared to their historical averages, is seeing large movement today for Bank of Baroda, DCB Bank, Adani Enterprises, InfoEdge and others.  

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    The Baseline
    18 Dec 2017
    Block deals today: ICICI Bank, Petronet LNG

    Block deals today: ICICI Bank, Petronet LNG

    About 52 lakh shares of ICICI Bankhave changed hands in a block deal. Share price is up on high volumes today. 

    Petronet LNGalso saw a big block deal go through. The company has seen bullish sentiment from analysts after delivering a strong performance in recent quarters and volume growth. 

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    The Baseline
    18 Dec 2017
    Stock reports for the week of December 10 - 17, and this week's analyst stock pick

    Stock reports for the week of December 10 - 17, and this week's analyst stock pick

    Stock reports for the week of December 10 - 17 are live, with analysts from Axis Direct, HDFC Securities, Reliance Securities and more making calls. Stock pick of the week from analysts is builder DIlip Buildcon, whose high durability in financials and industry-leading margins has analysts enthused. DBL has also till date won Rs. 345 crore as early completion bonuses in projects, enabling higher operational margins on average per project compared to competitors. 

    DateStockTargetUpside
    (%)
    TypeCMPBrokerChange in
    past 6M
    2017-12-15Good Luck Steel Tubes Limited 104.0028.24%Buy81.10Reliance Securities
    2017-12-15Dilip Buildcon Limited 1324.0046.42%Buy904.25Nirmal Bang 1x
    2017-12-15Ruchira Papers Limited 244.0027.48%Buy191.40Angel Broking
    2017-12-14Dr. Reddy's Laboratories Lim.. 2400.001.18%NEUT.2372.00HDFC Securities 2x
    2017-12-14Larsen & Toubro ( L&T ) Info.. 1175.0013.42%Buy1036.00HDFC Securities
    2017-12-14Maruti Suzuki India Limited 9525.003.94%NEUT.9164.00HDFC Securities and 1 other2x
    1x
    2017-12-14Havells India Limited 552.00-0.79%ACC.556.40Nirmal Bang Institutional and 1 other2x
    3x
    2017-12-14V-Mart Retail Limited 1230.00-8.89%Hold1350.00CD Equisearch
    2017-12-13Tata Sponge Iron Limited 1140.0022.49%Buy930.70Karvy
    2017-12-13Axis Bank Limited 654.0019.32%Buy548.10Prabhudas Lilladhar 3x
    2017-12-13Tech Mahindra Limited --%Mgmt Note501.15IDBI Capital and 1 other1x
    3x
    2017-12-12Karur Vysya Bank Limited 154.0034.85%Buy114.20HDFC Securities
    2017-12-12MindTree Limited 650.0014.84%Buy566.00HDFC Securities and 1 other4x
    1x
    2017-12-12Zensar Technologies Limited 924.0013.51%Hold814.00Karvy
    2017-12-12R.P.P. Infra Projects Limited 423.0040.39%Buy301.30Investment Imperative
    2017-12-12Astron Paper & Board Mill Lt.. --%IPO Subscribe-Choice India
    2017-12-12Thyrocare Technologies Limited 1067.0065.43%Buy645.00Prabhudas Lilladhar
    2017-12-12Monte Carlo Fashions Limited --%Not Rated581.25Prabhudas Lilladhar and 1 other
    2017-12-12Persistent Systems Limited 720.0011.54%Hold645.50Sharekhan 1x
    1x
    2017-12-12Dish TV India Limited 95.0018.68%Buy80.05Axis Direct
    2017-12-12DLF Limited 266.0014.73%Buy231.85Axis Direct 2x
    2017-12-11Compuage Infocom Limited 82.0076.91%Buy46.35Joindre Capital Services
    2017-12-11Natco Pharma Limited 1132.0010.92%Buy1020.60Karvy 1x
    1x
    2017-12-11Rama Steel Tubes Limited 224.0014.78%Buy195.15Prabhudas Lilladhar
    2017-12-11Minda Corporation Limited 200.004.52%Buy191.35Axis Direct
    1x
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    The Baseline
    17 Dec 2017
    Overperformers: Growth stocks with good technical score screener

    Overperformers: Growth stocks with good technical score screener

    As we have started tracking screener performance, the momentum score (technical score) is becoming an important filter for high return stocks. The backtests on the various screeners show that among the growth screeners, stocks with good revenue and net profit growth and that have a technical score > 70 do very well on backtests, offering up a CAGR of +40% on this screener. For the full screener, click here.

    You will see some familiar names here. Thirmulai Chemicals, for example, is an old favorite of superstar investors Dolly Khanna and Anil Kumar Goel, present in both their portfolios. 

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