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Saturday, September 22, 2007

Ambani bros make hay while Sensex shines



It was yet another spectacular day for the Reliance group companies in terms of wealth creation, be it the Mukesh Ambani camp or Anil Dhirubhai Ambani Group (ADAG) companies. All the group companies have been doing extremely well over the past one-month and have added enormous wealth to their investors.

Mukesh Ambani's Group Reliance Petroleum and Anil Ambani’s RNRL were the star performer in today's trade, they have surged up 11% and 35% respectively.

Today the total market cap for Mukesh Ambani's Group stands at Rs 401,800 crore and ADAG stands at Rs 190,700 crore. If we consider the combined market cap then they have added Rs 26238 crore in a single day compared with yesterday's close.

Mukesh Ambani's Group







Company


Last Price


% Chg *


Mkt Cap (Rs Cr.)


Increase in Mkt Cap #

21-09-07


20-09-07

RIL


2,274.40


3.75


316,939.91


305,471.30


11468.61

Rel Petro


154.95


11.60


69,727.50


62,482.50


7245.00

Rel Ind Infra


1,043.10


10.00


1,575.08


1,431.93


143.15

IPCL


450.85


4.40


13,557.06


12,985.73


571.33

Total Market Cap


401,799.55


382,371.46


19428.09





























Anil Ambani's Group













Company


Last Price


% Chg *


Mkt Cap (Rs Cr.)


Increase in Mkt Cap #

21-09-07


20-09-07

Rel Comm


579.35


2.28


118,455.06


115,817.50


2,637.56

Rel Capital


1,541.90


1.99


37,873.69


37,135.57


738.12

Rel Energy


1,009.60


2.22


23,072.39


22,571.91


500.48

RNRL


76.7


35.04


11,298.98


8,367.44


2,931.55

Total Market Cap


190,700.12


183,892.41


6,807.71























* % change versus previous close, # Rs crore



According to Dipan Mehta, Member of BSE & NSE, “ Reliance Group has captured the market’s imagination. There is a lot of froth in the market especially in these stocks so lot of day traders, speculators also trying to ride this particular trend and therefore we are seeing Reliance Group companies doing exceedingly well.”



He further added, “Over the last two-three months if it is one group, which has outperformed the market, it is the Reliance Group; both brothers and therefore any stock, which is in the group market seems to have taken fancy to that and we are seeing blowout volumes and stock price movements.”



“Not all of it is related to any perceptible change in the fundamentals of these companies, but it’s just that the PEs are getting rerated upwards and there is a lot of excitement and expectations from these group companies.”



In percentage terms in last one month Reliance Industrial Infrastructure has gained by 115%, RNRL 66%, Reliance Capital 47% and Reliance Petroleum 43%.



Company


% Chg in 1 month

Rel Ind Infra


114.72

RNRL


65.66

Rel Capital


46.80

Rel Petro


43.00

Rel Energy


39.18

RIL


26.94

IPCL


26.73

Rel Comm


14.06















By Ritesh Presswala

Moneycontrol.com

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