Jul 6, 2007


Experts View On DLF Listing :

Uday Kotak Vice Chairman and Managing Director of Kotak Mahindra Bank sees significant institutional appetite for DLF.

He expects reasonable upside in DLF for investors and the pricing to be fair.He sees DLF as key Stock for investors playing on India.

The execution ability will be a key to valuation of Real estate companies.He thinks short-term Interest Rates trend will soften. The appetite for quality paper is huge and large issues will up the interest.

Some Positive Points On DLF:

The execution ability of the management and the team to make things happen on the ground in a difficult market like India, should be priced in, for investors.

There is also a huge advantage to size that DLF have. If you combine, besides other things, quality of management, ability to execute deals on the ground and make projects happen and combine with the scale and size DLF has, this is a key stock for anybody wanting exposure, not only in the sector but at some level the India play itself.

Stocktrendz Overall Review :

DLF is fairly priced at current levels & can be a good investment bet for medium term. Dlf Can touch 590 + levels in short term if the market remains firm & if no major sell off is seen overall......

Stock Strategy:

Investors Can start booking profit at 570 + levels in small Quantity who have been allotted shares in the public offer.This will help in creating a buffer if the stock comes down & will create a buy opportunity at lower levels.

Investors Can start selling 50% of the total Quantity Alloted & Can buy them Again if the Stock slips down and goes below the price you have sold.This will help you in reducing the price of your current holding in the stock.

Stocktrendz Analyst Disclosure :

I have sold my 50% stocks in DLF today @ 571.50.
Fresh purchase in stock should be avoided at higher levels & investors Should wait till the stock settles down in coming days.


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