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1. Oct 13, 2011
Volume: 1 | Issue: 389| November 1, 2010
INDIAN MARKET * 12-Oct 11-Oct % Change COMMENTARY
BSE Sensex 16,958 16,536 2.55
INDIA
NSE Nifty 5,099 4,975 2.51 A highly eventful day ended with splendid gains amid all round buying in scrips across the board. The rally
BSE Midcap 6,154 6,070 1.40 was led by IT stocks after Infosys announced strong Q2 earnings on the back of comprehensive margin
BSE Smallcap 6,882 6,802 1.18 improvement and also came out with better than expected guidance. The Nifty had opened on an upbeat
Nifty Junior 9,869 9,703 1.71 note after Infosys results were slightly better than expected. The index received a jolt in afternoon trades
CNX Midcap 7,111 6,998 1.62 following IIP data at 4.1% for August (versus 4.5% in the same period a year earlier) against market consensus
estimate of 4.7-4.8%. However, heavy buying in IT shares and recovery in European markets helped the Nifty
scale a high of 5,110 and end near the day’s high. The Nifty closed at 5,099, up 125 points and Sensex ended
GLOBAL MARKETS 12-Oct 11-Oct % Change at 16,958, up 422 points, closing near day’s high, with the Sensex coming very close to hitting the 17,000
Dow Jones Ind (USA) 11,519 11,416 0.90 milestone. Technically, the NSE Nifty ended above the 50DMA. In addition, the index also managed to close
the declining gap, indicating strength in the current rally. The market breadth was positive; 1,846 stocks
Nasdaq Composite(USA) 2,605 2,583 0.84
advanced for 974 declines.
S&P 500 (USA) 1,207 1,196 0.98 GLOBAL MARKETS
FTSE 100 (UK) 5,442 5,396 0.86 U.S stocks climbed, briefly erasing the Dow Jones Industrial Average’s 2011 loss, while commodities gained
DAX (Germany) 5,994 5,865 2.21 as European leaders provided a road map of plans to tame the debt crisis and the Federal Reserve said it
Nikkei 225 (Tokyo) 8,739 8,774 (0.40) discussed further asset purchases to boost growth. The Shanghai Composite Index rallied 3 percent, its
Hang Seng (Hong Kong) 18,329 18,142 1.03 biggest gain in a year, amid speculation that China will boost support for the equity market after valuations
Shanghai Comp (China) 2,420 2,349 3.04 dropped to record-low levels. Australia’s dollar climbed to a three-week high after the unemployment rate
KOSPI (South Korea) 1,810 1,795 0.80 fell for the first time since March. The Dow rose 102 points, or 0.9 percent, to 11,518 and climbed as high as
STI (Singapore) 2,738 2,693 1.66 11,625, briefly wiping out a 2011 drop that reached 8 percent last week. The S&P 500 gained 1 percent to
1,207, its highest close in almost a month, and indexes in France, Germany and Italy surged at least 2.2
MSCI Emerging Market 352 350 0.57
percent.
MSCI Frontier Market 477 476 0.28
Asian stocks are trading positive following cues emerging out of Eurozone and US Fed. Nikkei is up 1.1
percent, Hang Seng and Kospi are up 0.8 percent each.
BOND MARKETS 12-Oct 11-Oct Change
10yr G-Sec Yield 8.71 8.70 0.01 CORPORATE/ ECONOMY NEWS
1yr G-Sec Yield 8.51 8.51 0.00 India's industrial production grew at a lower-than-expected pace in August, adding pressure on the
LIBOR (6m) 0.21 0.21 0.00 central bank to pause its aggressive monetary tightening when it meets later this month. The factory
LIBOR (1m) 0.16 0.16 0.00 output, as measured by the index of industrial production (IIP), grew by a modest 4.1% in August versus
Interbank Call rate 8.32 8.29 0.03 4.5% in the same period a year earlier, data released by the Commerce Ministry showed today. The
reading was lower than the consensus estimate of 4.7-4.8%.
ONGC Videsh Limited (OVL) and Vietnam Oil and Gas Group (PetroVietnam), National Oil Company
BSE Turnover Rs Cr('000) Sensex (NOC) of Socialist Republic of Vietnam signed an agreement of cooperation on October 12, in the
17500 3.0 presence of visiting President of Socialist Republic of Vietnam, H.E. Mr. Truong Tan Sang and the Prime
Minister of India, Dr. Manmohan Singh, in New Delhi.
17000 2.5
2.0 Ashok Leyland is planning to increase the prices of its commercial vehicles across models by 1 per cent
16500 within a month, according to a report. The report stated that the company expects 5-7% growth in
1.5
16000 domestic sales this year. During April-September, the company’s domestic sales stood at 37,136
1.0 units, down 10.94% vis-a-vis the year-ago period, says report.
15500 0.5
Gravita India Ltd has entered into Joint Venture with Best Group of Saudi Arabia for setting up a
15000 0.0 manufacturing unit of Lead and Lead Alloys in Saudi Arabia.
6-Oct 7-Oct 10-Oct 11-Oct 12-Oct
Real estate group Unitech has offered to buy Norwegian partner Telenor's 67.25% stake in their mobile
joint venture Uninor for Rs. 2.69bn,according to a report. The report stated that the Delhi-based group's
offer was made in a petition before the Company Law Board in which it accused Telenor and its
NSE Turnover Rs Cr('000) Nifty
executives of 'oppressive and mala-fide actions'. Earlier report stated that the Norwegian company
5200 13 valued its India telecom venture at Rs. 28 per share, pegging Uninor's value, excluding debt, at Rs. 4bn.
5100 12 Telenor had acquired its stake in Uninor, earlier called Unitech Wireless, in 2009.
5000 12
88.38 #DIV/0! IT services firm Ness Technologies said an affiliate of Citi Venture Capital International (CVCI), a private
4900 11
equity fund, has completed the process of acquiring it in a deal valued at $307 million (approximately Rs
4800 11 1,500 crore).
4700 10
4600 10 State-run Steel Authority of India Ltd (SAIL) is likely to sign a joint venture agreement with South
Korean steel major Posco for setting up a factory in Bokaro, Steel Minister Beni Prasad Verma said on
4500 9 Wednesday.
6-Oct 7-Oct 10-Oct 11-Oct 12-Oct

2. Oct 13, 2011
Volume: 1 | Issue: 389| November 1, 2010
SECTOR 12-Oct 11-Oct % Change CORPORATE NEWS
IT 5,518 5,245 5.21% Shares of Infosys Ltd. climbed on Wednesday after the IT major reported better-than-
TECk 3,356 3,233 3.83% expected Q2 FY12 revenues and EPS while also raising its full-year revenue and EPS
BANKEX 10,865 10,510 3.38% guidance. Also, the company has projected a 9-11% rise in its Q3 FY12 revenues in Indian
REALTY 1,844 1,791 2.97% currency terms. Full-year dollar EPS guidance has also been upped. But, FY12 dollar
CG 11,229 10,961 2.44% revenue growth has been trimmed by a percent.
METAL 11,477 11,221 2.28%
JSW Steel has 'slightly' increased production levels from its 10 million tonnes per annum
CD 6,735 6,598 2.07%
Vijayanagar steel plant in Karnataka to 35-40% of capacity after the company secured
OIL&GAS 8,799 8,633 1.93% over 1.8 million tonnes of iron ore through a recent auction of the raw material.
FMCG 3,973 3,905 1.75%
AUTO 8,894 8,755 1.59% NEC India, a network and IT solutions provider, has entered into a strategic alliance with
POWER 2,184 2,155 1.37% Trimax IT Infrastructure & Services to explore opportunities in delivering 'SaaS'
PSU 7,539 7,450 1.20% services using an integrated application aggregation platform.
HC 5,933 5,871 1.06%
Diversified group Max India said it had shelved a plan to raise funds through a rights
issue by its arm Max Healthcare Institute after selling 26% stake in it for Rs 516.5 crore to
South Africa's Life Healthcare Group. Max India Director Corporate Development Mohit
Talwar said that prior to the stake sale, Max Healthcare Institute (MHIL) was mulling a
rights issue.
BSE Upper Circuit Breakers The Ruias-led Essar Ports targets to more than double its cargo handling to 125 million
Company Name 12-Oct 11-Oct % Change tonne by 2015, a top executive said yesterday.
LLOYDS METALS AND ENERGY 30 25 20.00
DEN NETWORK 81.4 74.0 10.00 L&T General Insurance, a wholly-owned subsidiary of engineering construction major
FARMAX IND 2.9 2.6 10.00 Larsen & Toubro (L&T), will see a capital infusion around Rs 500 crore from its parent over
next three to four years.
Agarwal Hold 110.3 105.0 5.00 0
Almondz Cap 12.6 12.0 5.00 Idea Cellular yesterday opposed the Rs 50 crore penalty imposed on it by the
government for allegedly suppressing actual customer database and contended that it
was not given a chance to place facts before the Department of Telecommunications
(DoT).
Dunlop India will discuss the suspension of work at Sahaganj facility and the West Bengal
BSE Lower Circuit Breakers government's call to reopen the plant, on October 21, a company official said.
Company Name 12-Oct 11-Oct % Change
With just 17 days to go for the inaugural Indian Grand Prix, Sahara Group on Wednesday
Binayak Tex 541.45 570 (5.00)
bought a 42.5 per cent stake, worth $100 million, in Vijay Mallya’s Force India F1 team.
KEN Fin Serv 83.8 88.2 (5.00)
Lynx Machinery 116.1 122.2 (5.00) Bharti Walmart Private Limited, a joint venture between Bharti Enterprises and Walmart
Marathwada Refrac 305.7 321.7 (5.00) has tied up with 200 farmers in Maharashtra to supply fruits, vegetables and other agro
Priyadarshini Spn 37.2 39.1 (5.00) products. Also, the company has plans to train over 35,000 farmers across India in the
next five years.
Moser Baer Clean Energy Limited (MBCEL) has set up Asia’s largest solar farm having
power generation capacities of 30 Mw in Banaskantha district of Gujarat and the
inauguration for the project is scheduled on October 14, 2011 at the hands of Gujarat
chief minister Narendra Modi.
Cera Sanitaryware Ltd, the third largest sanitaryware maker in India, is in talks with a
number of companies to acquire a brand and a factory in Italy.
COMMODITY 12-Oct 11-Oct % Change COMMODITY / CURRENCY NEWS
Brent Crude Oil (USD/bbl) 112 110 1.56
Gold (Rs/10gm) 26,842 26,687 0.58 Brent Crude Oil ended up by 1.56% at USD 112 per barrel. Gold ended higher by 0.58%
at Rs 26,842 and Silver closed up by 0.74% at Rs 53,792.
Silver (Rs/kg) 53,792 53,395 0.74
CURRENCY 12-Oct 11-Oct % Change The Indian Rupee closed higher against the dollar at Rs 48.95 as the Indian equity
INR / USD 48.95 49.33 (0.77) benchmarks ended on a very positive note.
USD / Euro 1.37 1.36 0.74
Yen / USD 76.94 76.65 0.38

3. Oct 13, 2011
Volume: 1 | Issue: 389| November 1, 2010
FUTURES PREMIUM/DISC Cash Futures P/D% ECONOMY / POLICY / GLOBAL NEWS
OIL 1,300.0 1,317.0 1.31
India's merchandise exports in September grew by 36.3% to US$24.8bn while imports in
TULIP 154.5 156.4 1.23 the same month were up 17.2% at US$34.6bn, the Union Commerce & Industry
JINDALSWHL 563.0 569.6 1.16 Secretary Rahul Khullar said on Wednesday. As a result, the trade gap in September
MAX 179.3 181.2 1.06 stood at US$9.8bn. Exports during the April-September 2011 period stood at US$160bn
GITANJALI 379.2 383.0 1.02 while imports in the same period were at US$233.5bn, Khullar said today. Trade deficit
MPHASIS 337.7 341.0 0.96 for the first six months of the current fiscal year stood at US$73.5bn, he said. The
ABAN 408.2 395.3 (3.17) Commerce Secretary clarified that the figures are only the rough estimates and the final
FEDERALBNK 385.0 378.3 (1.74) figures are subject to change.
TATAMOTORS 186.0 182.8 (1.72)
MOSERBAER 22.1 21.8 (1.36) The Indian Space Research Organisation's (ISRO) PSLV rocket on Wednesday
successfully launched into orbit four satellites, including a Indo-French tropical weather
IDEA 95.0 93.9 (1.16)
satellite. The PSLV-C18 blasted off from the Sriharikota spaceport on the east coast at
DLF 237.5 235.0 (1.03) 11.00 am. The rocket placed into orbit the 1,000-kg Megha Tropiques and three smaller
satellites together weighing 42.6 kg. After around 22 minutes, the PSLV rocket first
INSTITUTIONAL ACTIVITY (Rs Cr) 4-Oct 3-Oct YTD removed Megha-Tropiques and then SRMSAT, VesselSat and Jugnu. The entire process
FII Cash Net -966.2 -782.4 (1,946) took 25 minutes from blast-off.
FII Stock Futures -271 -179.03 6,441
FII Index Futures -589.16 -471.06 13,832
Mutual Fund -95.2 -233 153
VALUATIONS P/E P/B DIV YLD
BSE 17.7 3.2 1.6
NSE 17.6 3.1 1.6
BSE500 Mcap/GDP Ratio 0.59
MOVERS & SHAKERS
4.91
TOP 5 FRONTLINE GAINERS TOP 5 MIDCAP GAINERS TOP 5 SMALLCAP GAINERS
Name Rs % Name Rs % Name Rs %
Infosys 2680.5 6.83 Prestige Estates 101.2 10.90 Lloyds Metals 30.0 20.00
Jindal Steel 517.95 6.08 JUBL FOOD 901.1 9.58 Om Metals 34.2 16.92
SBI 1872.25 6.07 Gruh Finance 560.3 9.23 DEN NETWORK 81.4 10.00
TCS 1079.35 3.66 HATHWAY CAB 92.3 8.53 Dynamatic Tech 1100.0 9.47
Sterlite Inds 119.95 3.63 Mindtree 368.2 7.90 Gravita India 482.4 9.21
TOP 5 FRONTLINE LOSERS TOP 5 MIDCAP LOSERS TOP 5 SMALLCAP LOSERS
Name Rs % Name Rs % Name Rs %
Coal India 339.0 -1.71 Shri Ganesh Spi 8.2 -4.96 Camlin-$ 49.9 -11.52
Tata Power 101.25 -1.56 Jyothy Lab 140.5 -3.40 Zenith Info 103.6 -9.96
BHARTI AIRTEL 374.05 -0.2 CMC 750.0 -3.19 KSERASERA 5.6 -4.96
- - - Madras Cements 97.4 -2.36 Clarus Finance 63.4 -4.95
- - - MOIL 256.9 -2.25 Empower India 1.7 -4.95
BULK DEALS
SCRIP NAME CLIENT NAME TYPE QTY % PRICE
NSE
Gitanjali Gems Limited JAIWANTI MERCANTILES PRIVATE LIMITED BUY 1.53% 346.3
Hexaware Technologies Lim ELDER VENTURE LLP BUY 2.53% 74.7
Rushil Decor Limited PRAKASHBHAI ISHWARBHAI RANA BUY 1.27% 185.0
Gravita India Limited CROSSEAS CAPITAL SERVICES PVT SELL 0.63% 442.7
Savera Industries Ltd MANOJ KUMAR GOEL BUY 1.23% 40.5
BSE
Beryl Drugs GLOBALWORTH SECURITIES LIMITED BUY 0.80% 12.8
Bloom Dekor SUNIL SITARAM GUPTA BUY 1.20% 14.7
Eastern Sugar INDO AUSTRO CORPORATION PVT LTD SELL 1.52% 17.3
Gemstone Invest KIRAN BHIKU BHANAES BUY 2.50% 8.8
Vertex Sec MANISH RAMESHBHAI VYAS SELL 0.63% 206.9