For more details check out the below link - http://www.fullertonsecurities.co.in/equity/markets/research_reports.aspx

1. Oct 5, 2011
Volume: 1 | Issue: 389| November 1, 2010
INDIAN MARKET 4-Oct 3-Oct % Change COMMENTARY
BSE Sensex 15,865 16,151 (1.77)
INDIA
NSE Nifty 4,772 4,849 (1.58) Indian equity benchmarks plunged for the third consecutive session. Falling more than 800 points in
BSE Midcap 5,936 6,013 (1.28) the three days, the Sensex ended below the 16,000 level - at more than one-month low. There were several
BSE Smallcap 6,705 6,779 (1.09) dampeners including inconclusive meet of European Union officials and Moody's downgrade of SBI which
Nifty Junior 9,435 9,614 (1.86) punctured investors' sentiment. The 30-share BSE Sensex fell 286 points or 1.77%, to close at 15,865 led by
CNX Midcap 6,877 6,961 (1.21) fall in 23 stocks. The 50-share NSE Nifty dropped 77 points or 1.60%, to end at 4,772. Bankex crashed after
Moody's Investors Service has downgraded State Bank of India's (SBI) bank financial strength rating (BFSR), or
stand-alone rating, to D+ from C-. The downgrade comes a day after Fitch Ratings cut its estimate for India’s
GLOBAL MARKETS 4-Oct 3-Oct % Change economic growth from 7.7% to 7.5% for 2011-2012. Broader markets too were under pressure. The BSE
Dow Jones Ind (USA) 10,809 10,655 1.44 Midcap and Smallcap indices dropped 1% each. About 408 shares advanced as against 1,015 declines on
NSE. Total traded turnover was more than Rs 1.25 lakh crore and FIIs net sold Rs 9.7bn in the day’s trade.
Nasdaq Composite(USA) 2,405 2,336 2.95
S&P 500 (USA) 1,124 1,099 2.25 GLOBAL MARKETS
FTSE 100 (UK) 4,944 5,076 (2.58) A late surge prevented the S&P 500 stock index from entering a bear market. Stocks jumped on reports that
DAX (Germany) 5,217 5,377 (2.98) European officials were working to prop up the region's struggling banks. Indices opened sharply lower as
Nikkei 225 (Tokyo) 8,456 8,545 (1.04) traders worried that the government of Greece could be closer to defaulting on its debt. They pared their
Hang Seng (Hong Kong) 16,250 16,822 (3.40) losses at midday, after Federal Reserve Chairman Ben Bernanke told a Congressional panel that the central
Shanghai Comp (China)* 2,360 2,360 0.00 bank could take more steps to stimulate the economy, and after news outlets reported that European
KOSPI (South Korea) 1,706 1,769 (3.57) financial ministers were working on a way to coordinate their efforts to support European banks. The Dow
STI (Singapore) 2,531 2,621 (3.44) closed with a gain of 153, or 1.4 percent, to 10,809. The Standard and Poor's 500 rose 25 points, or 2.2
MSCI Emerging Market 332 341 (2.64) percent, to 1,124.
Asian stocks are trading mixed amid speculation that Europe will recapitalize its banks to tame the region’s
MSCI Frontier Market 471 477 (1.26)
debt crisis. Nikkei has slipped into negative (0.9 percent) after opening positive; Strait Times is up 0.8
percent, Kospi is down over a percent.
BOND MARKETS 4-Oct 3-Oct Change
10yr G-Sec Yield 8.54 8.51 0.03 CORPORATE/ ECONOMY NEWS
1yr G-Sec Yield 8.54 8.45 0.09 Hinduja Group flagship company Ashok Leyland reported 17.24% decline in commercial vehicle sales
LIBOR (6m) 0.21 0.21 0.00 at 8,576 units in September compared to that in the same month of the previous year.The company had
LIBOR (1m) 0.16 0.16 0.00 sold 10,362 units in the same month of 2010, Ashok Leyland said in a statement. Domestic sales stood at
Interbank Call rate 8.25 8.21 0.04 7,456 units in September against 9,512 units in the same month of the previous year, down 21.62%, it
added. Exports, however, increased by 31.76% to 1,120 units last month from 850 units in the year-ago
period.
BSE Turnover Rs Cr('000) Sensex Diversified Essar Group is planning to list its infrastructure business in London next year, a move that
16800 2.6 could raise about Rs 3,700 crore for the Ruias-led conglomerate. Group company Essar Energy got listed
16600 2.5 in London last year, raising 1.3 billion pounds, the largest ever initial public offering by an Indian
company in that city. Sources said Essar is mulling the possibility of listing infrastructure business that
16400 2.4 includes ports and shipping assets. The listing, likely to happen next year, is expected to mop up around
16200 2.3 Rs 3,700 crore.
16000 2.2
15800 2.1 Liquor maker Tilaknagar Industries said it had acquired Punjab Expo Breveries for an undisclosed sum.
Tilaknagar Industries manufactures Indian Made Foreign Liquor and its products includes Mansion
15600 2.0 House whisky, Senate Royale whisky and Royal Choice whisky.
15400 1.9
28-Sep 29-Sep 30-Sep 3-Oct 4-Oct Close on the heels of acquiring 50% stake in Australia's Legacy Iron, state-run iron ore miner NMDC
yesterday said it may close three more overseas buys in the current fiscal.
Shipping Corporation of India (SCI) has been impacted due to a slowdown attributable to the global
NSE Turnover Rs Cr('000) Nifty economic crisis, but it has the financial capacity to overcome the problem, Shipping Secretary K
5050 14 Mohandas said.
5000 12
4950 10 Dishman Pharmaceuticals and Chemicals (DPCL) on Tuesday said its Switzerland-based wholly
4900 88.38 #DIV/0! owned subsidiary, Carbogen Amcis AG, has successfully completed USFDA Pre Approval Inspection
8
4850 (PAI) for a new high potency drug for a US multinational.
6
4800
4750 4 Mozambique gave the green signal on Tuesday to Jindal Steel & Power to build a 2,640 megawatt
2 coal-fired power plant in the northern province of Tete, home to some of the world's largest untapped
4700
coal reserves. The energy ministry said the plant, estimated to cost $3 billion, would start operating in
4650 0 2015. The power will be sold domestically and to the rest of southern Africa.
28-Sep 29-Sep 30-Sep 3-Oct 4-Oct

2. Oct 5, 2011
Volume: 1 | Issue: 389| November 1, 2010
SECTOR 4-Oct 3-Oct % Change CORPORATE NEWS
CG 10,533 10,473 0.57% Film exhibitor and distributor PVR said it will invest Rs 100 crore through a mix of internal
POWER 2,080 2,093 -0.59% accruals and debt in the next fiscal to expand its movie screening network across India.
REALTY 1,669 1,682 -0.78% The company, which had earmarked Rs 100 crore for this fiscal, said it has invested up to
IT 5,154 5,196 -0.81% Rs 40 crore till now. The firm plans to add 60 screens during 2012-13.
HC 5,767 5,832 -1.10%
-1.19% Breakfast cereal maker Bagrry's said it is looking at acquiring companies or brands worth
TECk 3,178 3,216
up to Rs 50 crore as it plans to enter new categories like natural food. The
CD 6,178 6,258 -1.28%
company, which is gearing up to enter packaged Indian breakfast range, also said it will
FMCG 3,800 3,852 -1.34% invest Rs 15 crore on expanding the production capacity, which includes setting up a new
METAL 10,399 10,556 -1.48% plant, and marketing activities. It is also looking at expanding its portfolio by introducing
OIL&GAS 8,282 8,428 -1.74% a range of packaged Indian breakfast food in the next six months. The firm sells four
PSU 7,208 7,338 -1.77% products in the breakfast cereal category - oats, muesli, wheat bran and cornflakes.
AUTO 8,301 8,465 -1.94%
BANKEX 10,219 10,545 -3.09% Vowing to restore Oil and Natural Gas Corp's (ONGC) lost glory, the state-owned firm's
new boss Sudhir Vasudeva today said development of new oil and gas fields will be put
on the fast-track to raise sagging output and regain the status of the world's numero uno
oil explorer.
India's National Aluminium Company Ltd (Nalco) signed an agreement for setting up a
half-a-million tonnes per annum aluminium smelter and a 1,250-MW coal-based power
BSE Upper Circuit Breakers plant in Indonesia's East Kalimantan province at an investment of $4.5 billion.
Company Name 4-Oct 3-Oct % Change
Asian Star 958 912 5.00 DLF Foundation, the corporate social responsibility arm of the country's largest realty
GK Consultants 17.9 17.0 5.00 firm DLF, said it will invest Rs 200 crore to establish 250 centres for skill training of one
INTEGRA IND 178.5 170.0 5.00 million unemployed youth. These centres would come up under flagship programme DLF
LIFE (Learning Initiatives For Employment). The first centre was inaugurated at Okhla, in
IOL Netcom 6.1 5.8 5.00 0
the national capital, yesterday.
Sharp Trading 241.5 230.0 5.00
Moody's Investors Service has downgraded State Bank of India's (SBI) bank financial
strength rating based on the banking entity's capital situation and deteriorating asset
quality. According to a release, Moody's has downgraded SBI's financial strength rating
(BFSR), or stand-alone rating, to D+ from C-. The revised rating maps to a baseline credit
assessment (BCA) of Baa3.
BSE Lower Circuit Breakers
Company Name 4-Oct 3-Oct % Change Reliance Retail is in talks with international frozen food retailer Dairy Queen Inc, owned
by Warren Buffett's Berkshire Hathway, for a joint venture in India, a newspaper reported.
Firstobject Tech 54.20 57 (5.00)
Gemini Comm 22.8 24.0 (5.00) SpiceJet promoter Kalanidhi Maran may take even more stake in the company, if flights
SAH Petroleums 28.5 30.0 (5.00) between tier-2 cities such as Bhopal, Indore, Lucknow and Jaipur turn viable for the low-
Swiss Glasscoat 33.3 35.0 (5.00) cost carrier. The company’s shareholders recently okayed a move to raise Maran’s stake
JOST'S ENGINEERING CO 405.7 427.0 (5.00) from 38 per cent to 43 per cent.
Direct-to-home (DTH) services provider, Dish TV India Limited, will be offering 19
regional channels, across news, entertainment, movies and music genres, in Andhra
Pradesh from Tuesday.
Karuturi Global Limited, the Bangalore-based publicly-held agri-commodities
player, has said it has incurred a loss of $15 million due to flash floods in Ethiopia.
COMMODITY 4-Oct 3-Oct % Change COMMODITY / CURRENCY NEWS
Brent Crude Oil (USD/bbl) 100 101 (1.38)
Gold (Rs/10gm) 26,030 26,500 (1.77) Brent Crude Oil ended down by 1.38% at $100 per barrel. Gold ended lower by 1.77% at
Rs 26,030 and Silver closed down by 3.78% at Rs 50,100.
Silver (Rs/kg) 50,100 52,070 (3.78)
CURRENCY 4-Oct 3-Oct % Change The Indian Rupee closed lower against the dollar at Rs 49.40 as the Indian equity
INR / USD 49.40 49.19 0.43 benchmarks ended on a negative note.
USD / Euro 1.31 1.33 (1.50)
Yen / USD 76.81 76.86 (0.07)

3. Oct 5, 2011
Volume: 1 | Issue: 389| November 1, 2010
FUTURES PREMIUM/DISC Cash Futures P/D% ECONOMY / POLICY / GLOBAL NEWS
GITANJALI 343.9 353.0 2.65
India Inc raised over $3.7 billion from overseas markets in August through external
PATNI 270.1 274.2 1.54 commercial borrowings (ECBs) and foreign currency convertible bonds (FCCBs). Around
ADANIENT 506.0 512.7 1.32 70 companies raised over $2.68 billion for various projects through the automatic
FEDERALBNK 357.0 361.0 1.11 route, which does not require RBI's or the government approval. Another $1.02 billion
GLAXO 2104.0 2,127.0 1.09 were raised through the approval route, according to latest Reserve Bank data.
TATACOMM 183.6 185.4 0.98
ABAN 348.0 331.0 (4.89) Indian insurance companies will spend $1.8 billion (approximately Rs 9,000 crore) on IT
BHUSANSTL 326.8 313.0 (4.22) products and services in 2012, an increase of 11.7% over 2011 revenue of $1.6
S&P500 1184.5 1,145.0 (3.33) billion, according to Gartner, Inc. This forecast includes spending by insurers on internal
DJIA 11355.0 10,992.5 (3.19) IT (including personnel), hardware, software, external IT services and
telecommunications. Telecommunications represents the biggest spending
MOSERBAER 20.9 20.3 (2.87)
category, and it is forecast to reach $566 million in 2012, up from $512 million in 2011.
DLF 199.7 196.2 (1.75) However, spending on IT services is expected to grow the fastest in 2012, with revenue
totaling $447 million in 2012, up 15.8% over 2011 revenue of $386 million, according to
INSTITUTIONAL ACTIVITY (Rs Cr) 23-Sep 22-Sep YTD the study.
FII Cash Net -1189.5 -1234.5 3,986
FII Stock Futures -89.33 -395.85 (329)
FII Index Futures -446.8 -1813.5 14,380
Mutual Fund 8.6 -41 5,462
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 %
Maruti Suzuki 1106.55 2.73 Patni Computer 287.4 4.57 PSL 63.3 7.20
L&T 1337 1.42 Himadri Chem 49.6 2.69 PRADIPOVERS 64.8 7.02
Wipro 334.3 1.00 Wockhardt 400.3 2.68 BS Transcomm 93.0 6.72
Tata Steel 397.25 0.65 S Mobility 102.0 2.15 Jagatjit Inds 57.0 6.25
BHEL 322.7 0.45 Areva T&D 218.8 1.96 Unisys Soft 68.0 5.92
TOP 5 FRONTLINE LOSERS TOP 5 MIDCAP LOSERS TOP 5 SMALLCAP LOSERS
Name Rs % Name Rs % Name Rs %
Coal India 319.8 -4.98 JUBL FOOD 668.1 -11.39 Electrotherm 127.7 -8.29
ICICI Bank 800.7 -4.59 Network18 Media 68.3 -9.30 Zenith Info 165.2 -8.12
Tata Motors 147.25 -4.35 PIPAVAVDOC 71.4 -7.21 Lloyds Metals 23.0 -7.82
SBI 1786.7 -4.08 Amtek Auto 112.2 -6.97 Karuturi Glob 6.9 -7.63
Mahindra & Mahindra 777.9 -3.89 Page Inds 2386.1 -6.03 PVR 116.2 -7.26
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