2007年01月15日

インド株、SENSEX指数が最高値更新 ! ! !

SENSEXが最高値を更新しました!
いやー1月10日からすごい戻しですね。ちょっとインド株に怖い気がしてきました。まぁ、ほっときましょ。

詳しくはロイターさんの記事をどうぞ。


インド株、SENSEX指数が最高値更新



 [ムンバイ 15日 ロイター] 15日のインド株式市場でSENSEX指数<.BSESN>が1%以上上昇、最高値を更新した。リライアンス・インダストリーズ(RELI.BO: 株価, 企業情報 , レポート)やソフトウエア大手インフォシス・テクノロジーズ(INFY.BO: 株価, 企業情報 , レポート)が上げを主導した。

 0431GMT(日本時間午後1時31分)現在、SENSEX指数は0.8%高の1万4166.63。一時は1万4200.41まで上昇した。

 これまでの最高値は1月12日に付けた1万4070.88だった。

2007年01月08日

Indian shares fall 1 pct on weak Asia

おっと、下がってますね。
まぁ しょうがないですね。気長に待ちます。

Indian shares fall 1 pct on weak Asia


Enlarge Photo
By Reuters
Monday January 8, 11:20 AM

MUMBAI (Reuters) - Indian shares fell 1 percent on Monday tracking weak Asian indices, with bellwether Infosys Technologies and top mobile firm Bharti Airtel Ltd. heading lower.

By 10:25 a.m. (0455 GMT), the 30-issue benchmark BSE index was down 150.24 points at 13,710.28 points, with 29 of the components losing ground.

"Despite big volumes the market gained only 0.5 percent last week which goes to say that no major positive movement can be decided," local brokerage Parag Parikh Financial Services Ltd. said in a client note.

But the trend was positive in the broader market with gainers beating losers 1,204 to 786 on volume of 53.3 million shares.

The 50-issue S&P CNX Nifty fell 1.13 percent to 3,938.50 points.

Infosys, which releases its quarterly results on Thursday, fell 1.71 percent to 2,235.90 rupees, while Bharti Airtel dropped

1.67 percent to 626 rupees.

Hindalco Industries, India's top aluminium and copper producer, fell 2.9 percent to 166.15 rupees after copper futures continued to decline in international markets.

Analysts said investors were unwilling to build positions ahead of corporate earnings.

Major Asian markets were lower, with Hong Kong down 1 percent, Seoul off 1.1 percent and Sydney 1.2 percent lower.

Elsewhere in the region, Karachi's 100-share index was up 0.8 percent at 10,227.88. Colombo's All-share index rose 0.3 percent to 2,747.77.

STOCKS ON THE MOVE

* Copper maker Sterlite Industries Ltd. dropped nearly 3 percent to 525.35 rupees after Shanghai copper futures fell by their 4 percent daily limit for the third straight session.

* Gujarat Ambuja Exports Ltd. jumped 11 percent to

30.90 rupees after it said its board would meet on Jan. 16 to consider a share buyback for 10 percent of the paid-up capital and free reserves.

* Silk fabric maker Himatsingka Seide Ltd. rose 3.9 percent to 136.80 rupees, after the Economic Times reported the company is in advanced talks to buy Italian home furnishing firm Bellora for about 3 billion rupees.

MAIN TOP 3 BY VOLUME

* IFCI Ltd. on 2.57 million shares.

* Pyramid Saimira Theatre Ltd. on 2.19 million shares.

* Mahanagar Telecom Nigam Ltd. on 0.92 million.


2006年12月15日

Indian shares extend recovery by 2.3 pct; Karachi up

英語ですが、どうぞ。
案の定はやくも回復してきました。

この機会にインドADRのVSLを200ほど買い増ししました。きのうは4.15%UP ($144.01)。あーもっとゆとりの資金があればいいのに。
まぁ、とにかく気長に待ちますか。

Indian shares extend recovery by 2.3 pct; Karachi up


--------------------------------------
MUMBAI (Reuters) - Indian shares rallied smartly on Thursday, rising 2.32 percent as investors picked up top stocks such as ICICI Bank Ltd., Infosys Technologies and Reliance Industries Ltd. after a sharp sell-off.

The 30-share BSE index rose 305.82 points to 13,487.16, with only 2 components ending weaker, to extend Wednesday's 1.4 percent recovery from a three-day, 7 percent fall.

The index has gained 43.5 percent this year, but is 3.9 percent below last week's record high of 14,035.30.

"The rise in the market was expected as there are no negatives around," said Avinash Gorakshakar, head of research at Emkay Shares and Stock Broking Ltd.

"The nearly 1,000 point correction in past few days was much needed as it had risen quite fast."

"But the market may be subdued after Dec. 20 as foreign fund managers take their annual holiday and rejig their portfolios at the start of the new year," he said.

The 50-issue Nifty index closed up 2.07 percent at 3,843.05. The overall mood was bullish in the broader market as 2,046 gainers defeated 478 losers on volume of 189.4 million shares.

Shares in ICICI Bank rose 4.7 percent to 869.25 rupees to lead the main index higher. India's second-largest lender said late on Wednesday it would raise its main lending rate by 50 basis to 13.75 percent.

The banking index, which fell 10 percent in three days from Friday, rose 2.6 percent on Thursday to build on Wednesday's 3.0 percent rise.

Banks were hard hit by the central bank's move last week to raise the level of deposits that they are required to hold in reserve, lowering funds available to lend out.

Reliance Industries, India's top private firm, ended 1.9 percent higher at 1,261.50 rupees, while Reliance Communications Ltd. gained 3.3 percent to 447.35 rupees.

Bellwether stock Infosys Technologies, the second-biggest software services exporter and the most heavily weighted stock on the main index, rose 2.2 percent to 2,197.80 rupees.

Shares in HCL Technologies Ltd. rose 6.4 percent to 625.05 rupees after its board approved an issue of one bonus share for each held.

Elsewhere in the region, Karachi's 100-share index ended 0.15 percent higher at 10,604.43 and Colombo's All-Share index rose 0.18 percent to 2,700.68.

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


2006年12月13日

インド株3%安、金融引き締め懸念や鉱工業生産で

久々の急落で、買い増しのチャンスですかね。
しばらく沈黙していましたが、この機会を虎視眈々と狙っていました。

ただ、もう反発しはじめたのはちょっと誤算です。


インド株3%安、金融引き締め懸念や鉱工業生産で


以下抜粋です。

=====================

2006年12月13日07時45分


 [ムンバイ 12日 ロイター] 12日のインド株式市場が急落し、指標となるSENSEX指数は3.02%安で引けた。金融引き締めに対する懸念が高まるなか、この日発表された10月の鉱工業生産が予想を下回ったことを受け、下げ足が速まった。

 リライアンス・インダストリーズやバーティ・エアテルの下落が目立った。 

 SENSEX指数は404.41ポイント安の1万2995.02。終値ベースで10月31日以来の安値となったほか、1日の下落率としては過去3カ月間で最大。構成銘柄30種全てが続落した。

=====================

2006年11月12日

Sensex hits record; rupee at 4-mth low

英語ですが、インド株市場関連のニュースです。

======================================

Sensex hits record; rupee at 4-mth low
Published: Saturday, 11 November, 2006, 08:41 AM Doha Time

MUMBAI: India’s Sensitive Index rose to a record after the country’s industrial production expanded more than some economists expected. Reliance Industries Ltd, the nation’s biggest non-state run company, led gains.

"Investors are comfortable with India’s stock valuations as long as growth in the economy and company earnings remains strong,’’ said Sanjay Dongre, who manages about $1bn in stocks at UTI Asset Management Co in Mumbai.

Bharat Heavy Electricals Ltd, the nation’s biggest power-equipment maker, gained after UBS AG raised its rating on the stock on expectations the company will win more orders, boosting profit.

The Bombay Stock Exchange’s Sensitive Index, or Sensex, rose 145.42, or 1.1%, to 13,282.91 at the 3.30pm local time close. The index posted its fifth weekly gain, climbing 1.2%.

The S&P/CNX Nifty Index on the National Stock Exchange added 38.35, or 1%, to 3834.75, a record.

Production at factories, utilities and mines rose 11.4% in September with the pace of growth beating analysts’ estimates of 9.8% and surpassing a revised 9.9% increase in August, the Central Statistical Organisation said in a statement in New Delhi.

Reliance rose Rs24.85, or 2%, to Rs1,286.25. ICICI Bank Ltd, the country’s second-largest lender, gained Rs32.6, or 4.1%, to Rs831.85. The two stocks account for a fifth of the Sensex’s weight.

Bharat Heavy gained Rs72.3, or 3%, to Rs2,456.15, its biggest gain since September 8.

The rupee dropped the most in almost four months, ending a rally that pushed it to an eight-month high, on speculation state-owned banks acting on behalf of the Reserve Bank of India (RBI) sold the currency. The rupee fell 0.4% to 44.7137 against the dollar at the 5pm close of trading in Mumbai, the most since July 19, according to data compiled by Bloomberg. It pared gains after rising as much as 0.5% to 44.3475 earlier. Still, the rupee climbed for a sixth week, the longest winning streak since December 2004. – Bloomberg

======================================


HSBC インド オープン 11/10 23060円(+207)

HSBC インド オープン 11/10 23060円(+207)
INRJPY=X インド ルピー 10/12 5:59 (日本時間) 2.637873

久々にブログ投稿です。
ここのところ転職して新しい会社に慣れるのにいそがしく
インド株のことはちょっとほっとおいたところ、けっこういい調子であがっているのにうれしい驚きです。

以前かったインドADRのIBNもはやくも40%以上あがっているじゃないですか!!!

やっぱりインド株は気長に待つべきですね。 


2006年10月28日

HSBC インド オープン 10/27 22110円(+187)

HSBC インド オープン 10/27 22110円(+187)
INRJPY=X インド ルピー 10/28 5:59 (日本時間) 2.609410

最近転職等でどたばたして更新できませんでしたが、
うーん、まぁこんなもんでしょう。調整、調整。気長にまちましょう。


2006年10月19日

Wipro Profit Jumps: WIPROの2Qの決算

それにしてもインドのIT企業はもうかっていますね。


Wipro Profit Jumps

News & Analysis: General
Email This Story Print This Story

Wipro Profit Jumps

By TSC and IRIS Staff
10/18/2006 12:43 PM EDT

Wipro (WIT - commentary - Cramer's Take), an information technology services provider, said its second-quarter earnings rose 48% from the year-ago period, on more outsourcing orders.

The Bangalore, India-based company earned $152 million, or 11 cents a share in the quarter. Analysts polled by Thomson First Call were expecting earnings of 10 cents a share in the most recent quarter.

Second-quarter total revenue rose 41% from a year ago to $765 million against analysts' expectation of $733 million.

The company expects to post revenue of $633 million in the third quarter from its global IT services segment.

By segment, second-quarter revenue from global IT services and products segment which contributed 77% to total revenue, rose 44% from a year ago to $591 million, and from India and AsiaPac IT services and products segment, revenue rose 28% to $109 million.

''On our margin front, operational improvements and superior BPO Services profitability helped us in significantly offsetting the pressure on profitability arising out of wage increases and non-cash charge of Restricted Stock Units issued during the quarter," the company said.

The results of its previously acquired Quantech Global Services, a leading provider of computer aided design and engineering services, were consolidated into its financial statement operating results effective as of July 1, the company added.

Shares of Wipro were recently up 4 cents to $14.66.

インド株、予想通りの調整

予想通りのインド株調整入りました。
現在 ムンベイのSENSEXは12,765.71(-92.77(-0.72%))です。
もうちょい下がるでしょうかね。
あー、やっぱりインドADR少し売っとけばよかったなー。
でもこの機会にまた買い増しようと考えています。

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

Indian Stocks Fall

Wednesday October 18, 10:49 am ET
ByTSC and IRIS Staff,

MUMBAI -- Indian stocks fell Wednesday, with the BSE Sensex losing 25.35 points, or 0.20%, to close at 12,858.48.

Laggards Wednesday were Bajaj Auto, which shed 7.14%, Wipro, down 3.04%, and HDFC Bank, down 2.84%.

The gainers were Ranbaxy, up 3.09%, Dr. Reddy's, up 2.40% and ICICI Bank, up 2.40%.

Wipro fell even as it reported a 48% rise in its second-quarter profit.

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


2006年10月17日

HSBC インド オープン 10/16 22148円(+388)

HSBC インド オープン 10/16 22148円(+388)
INRJPY=X インド ルピー 10/17 17:09 (日本時間) 2.619656
IBN: 33.09! いつの間にか第一目標の$33を突破していました。
うれしい限りです。うーん、ひとまず利益確定させようかな。




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