1. Aug 12 ,2011
Volume: 1 | Issue: 389| November 1, 2010
INDIAN MARKET 11-Aug 10-Aug % Change COMMENTARY
BSE Sensex 17,059 17,131 (0.42) INDIA
NSE Nifty 5,139 5,161 (0.44)
BSE Midcap 6,544 6,554 (0.16) After taking a breather, the Indian markets resumed their downward march and closed in the red at the end
BSE Smallcap 7,654 7,669 (0.19) of a choppy session. The Indian markets showed pretty strong resilience against another big sell-off in the US
Nifty Junior 10,434 10,486 (0.50) and European markets. Sentiment received a boost from moderate losses in other Asian markets and as large
CNX Midcap 7,623 7,646 (0.29) institutions turned out to be net buyers on Wednesday. However, a steep jump in food inflation and an
intraday reversal in European markets checked gains for the Indian equities.
Bucking the negative trend were FMCG and select Oil & Gas stocks. Select Auto heavyweights like Tata
Motors and M&M were in demand as well. On the other hand, Banking, Telecom and Realty stocks were
GLOBAL MARKETS 11-Aug 10-Aug % Change among the major laggards. Finally, the BSE Sensex ended at 17,059 losing 71 points. The NSE Nifty closed at
Dow Jones Ind (USA) 11,143 10,720 3.95 5,139 losing 22 points.
Nasdaq Composite(USA) 2,493 2,381 4.69 Market breadth was positive, 1481 stocks declined for 1336 stocks which advanced
S&P 500 (USA) 1,173 1,121 4.63
FTSE 100 (UK) 5,168 5,007 3.21 GLOBAL MARKETS
DAX (Germany) 5,798 5,613 3.29
Nikkei 225 (Tokyo) 8,982 9,039 (0.63) U.S. stocks rallied, reversing Wednesday’s drop for the Standard & Poor’s 500 Index, as a decline in jobless
Hang Seng (Hong Kong) 19,595 19,784 (0.95) claims and better-than-estimated corporate earnings tempered concern Europe’s debt crisis is
worsening. The S&P 500 surged 4.6 percent to 1,173. The gauge had plunged as much as 18 percent from its
Shanghai Comp (China) 2,582 2,549 1.27
2011 high. The Dow Jones Industrial Average jumped 423.37 points, or 4 percent, to 11,143.31 yesterday.
KOSPI (South Korea) 1,817 1,806 0.62
Nasdaq also recovered n ended up in green by 4.6 percent emding the day at 2,493.
STI (Singapore) 2,796 2,821 (0.89)
MSCI Emerging Market 378 375 0.80 Asian stocks have are trading in green on back of strong rally in the US markets over night. Hang Seng is up
MSCI Frontier Market 496 493 0.61 by almost 1.5 percent, Nikkei is trading up marginally in green. SGX Nifty is up 58 points trading at 5186.
Since the global cues are positive we may start the day in green.
BOND MARKETS 11-Aug 10-Aug Change
10yr G-Sec Yield 8.20 8.19 0.01 CORPORATE/ ECONOMY NEWS
1yr G-Sec Yield 8.49 8.49 0.00 Automobile major Tata Motors reported an almost flat consolidated net profit of Rs 2,000 crore for the
LIBOR (6m) 0.44 0.44 0.00 quarter ended June 30, 2011. It posted Rs 1,988 crore for the corresponding period a year ago. The
LIBOR (1m) 0.21 0.21 0.00 company witnessed a 23% growth in consolidated net sales at Rs 33,392 crore as against Rs 27,055 crore a
Interbank Call rate 8.00 7.96 0.04 year ago. Jaguar Land Rover sales jumped 28.4% to Rs 19,776 crore from Rs 15,396 crore y-o-y.
Country's largest power producer NTPC have signed an agreement with Inland Water Authority of India
(IWAI) and Jindal ITF for transportation of coal to its 2,100-MW power plant located at Farakka, West
BSE Turnover Rs Cr('000) Sensex Bengal through inland waterways.
17400 4.0
17300 3.5 Anil Ambani group firm Reliance Power (RPower) yesterday reported a net profit of Rs 196 crore for the
17200 3.0 first quarter of 2010-11, a modest increase from Rs 195 crore in the corresponding year-ago period. The
17100 2.5 company's total income on consolidated basis rose 72% to Rs 689 crore in the quarter ended June
30, 2011, from Rs 401 crore in the year-ago period. On a standalone basis, RPower's net profit fell to Rs 65
17000 2.0
crore from Rs 148.5 crore, while its total income declined to Rs 119.5 crore from Rs 212 crore.
16900 1.5
16800 1.0 Reliance Infrastructure (R-Infra) on Thursday said fiscal first quarter profit rose 8%, beating expectations
16700 0.5 as income from its road and rail business soared on the back of infrastructure investment in Asia's third-
16600 0.0 largest economy. The Mumbai-based firm controlled by billionaire Anil Ambani started out as a power
5-Aug 8-Aug 9-Aug 10-Aug 11-Aug distributor in India's financial capital, but has transformed itself into a complete infrastructure player as
India looks spend $1 trillion between 2012 and 2017 to revamp its roads, railways and ports.
Reliance Industries (RIL) has completed turnaround of its production facility at an oil field in its
NSE Turnover Rs Cr('000) Nifty showpiece KG-D6 block off the Andhra coast.
5250 18
16 Apparel and textile major S Kumars Nationwide (SKNL) posted a 40.23% increase in its consolidated net
5200 14 profit to Rs 87.94 crore for the first quarter ended June 30. For the three months ended June
88.38 #DIV/0! 12 30, 2010, SKNL's consolidated net profit was Rs 62.71 crore. The company's net sales during the first
5150 10 quarter of the current fiscal increased 22.68% to Rs 1,461.31 crore, as against Rs 1,191.15 crore in the same
5100 8 quarter of last fiscal.
6
5050 4 Apparel firm Provogue India said that it would demerge its real estate business into a newly incorporated
2 entity.As a part of a corporate restructuring plan, the company will also merge its subsidiary Prozone
5000 0 Enterprises with the new entity.
5-Aug 8-Aug 9-Aug 10-Aug 11-Aug

2. Aug 12 ,2011
Volume: 1 | Issue: 389| November 1, 2010
SECTOR 11-Aug 10-Aug % Change CORPORATE NEWS
FMCG 3,918 3,916 0.03% State-owned Indian Oil Corporation's (IOC) 15 million tonne a year Paradip refinery in
OIL&GAS 8,471 8,471 0.00% Orissa is likely to be completed in first quarter of 2013, a good one year behind the
METAL 12,422 12,438 -0.13% previous stated scheduled.
PSU 8,105 8,124 -0.24%
HC 6,068 6,086 -0.29% The board of Steel Authority of India Ltd (SAIL) has accorded in-principle approval for
-0.49% setting up 10 steel processing units in different states across the country, Parliament was
AUTO 8,594 8,636
informed yesterday.
POWER 2,312 2,324 -0.51%
IT 5,130 5,163 -0.64% IT services provider Zylog Systems havesaid that it had reported a 27.5% growth in its
CG 12,226 12,311 -0.69% net profits for the first quarter ending June 30, at Rs 44.97 crore. The city-headquartered
CD 6,412 6,467 -0.84% company had reported a net profit of Rs 35.27 crore during the same period last year, a
REALTY 1,835 1,851 -0.86% company release here said.
TECk 3,244 3,272 -0.86%
BANKEX 11,830 11,954 -1.04% United Breweries have announced the launch of locally brewed and bottled Heineken
beer from its Taloja brewery near Mumbai.
Piramal Group announced that it plans to invest nearly Rs 7,000 crore in its
pharmaceutical business in the next five years.
Everonn Education have reported a 60% jump in its net profit at Rs 11 crore for the first
BSE Upper Circuit Breakers quarter ending June 30, 2011, over the same period last fiscal. The city-headquartered
Company Name 11-Aug 10-Aug % Change company had reported a net profit of Rs 7 crore for the April-June quarter.
Exedy India Limited 205.8 196.0 5.00
RAJDHANI LEASING & INDUSTRIES 73.5 70.0 5.00 Lovable Lingerie Ltd have posted a net profit of Rs 7 crore for the first quarter ended
ACKNIT INDUSTRIES 27.4 26.1 5.00 June 30, 2011. The company's net sales for the three months ended June 30, 2011, stood
at Rs 49.80 crore.
HINDOOSTAN MILLS 191.6 182.5 5.00 0
R.M. Mohite Industries 111.6 106.3 5.00 Hit by high raw material prices, Apollo Tyres have posted a low 4% growth in
consolidated net profit to Rs 77 crore for the quarter ended June 30, 2011, vis-a-vis the
same period last fiscal. The company, which had reported a net profit of Rs 74 crore for
the corresponding quarter last fiscal, said high raw material prices and slow demand
during the quarter have impacted its profitability.
BSE Lower Circuit Breakers Technology products company Bartronics India has reported a 33.1% growth in net
Company Name 11-Aug 10-Aug % Change profit for the quarter ended June 30, 2011, to Rs 30.87 crore from Rs 22.52 crore in the
corresponding three months of last year. At Rs 262.32 crore, its net sales revenue grew
INDIAN METALS & FERRO ALLOYS 390.7 411.2 (5.00)
61% from Rs 162.75 crore. On expenditure side, consumption of raw materials more than
ATLAS CYCLES (HARYANA) 312.6 329.0 (5.00) doubled to Rs 162.21 crore (Rs 60.48 crore).
SMRUTHI ORGANICS 206.6 217.5 (5.00)
SYSTEMATIX CORPORATE 55.3 58.2 (5.00) Manappuram Finance Ltd is planning to raise Rs7.5bn through a public issue of Secured
VERTEX SECURITIES 231.3 243.4 (5.00) Redeemable Non-Convertible Debentures opening on 18th August, 2011.
The NCD issue with two investment options and yield to maturity of up to 12.56%(per
annum) closes on 5th September, 2011. The face value of this bond is Rs1,000 and
minimum application can be for five bonds (Rs5,000) and in multiples of one bond
thereafter.
Cupid Ltd. have won new order worth Rs. 45.93mn from the Union Health Ministry to
supply 30 million pieces of condoms (Nirodh).
Shree Renuka Sugars Ltd. has reported a consolidated net profit of Rs. 1.87bn for the
quarter ended June 30, 2011 versus Rs. 900mn in the same period a year earlier.
Consolidated net sales for the reporting quarter stood at Rs. 2240 as against Rs. 19.99bn in
the year-ago period.
COMMODITY 11-Aug 10-Aug % Change COMMODITY / CURRENCY NEWS
Brent Crude Oil (USD/bbl) 107 105 2.11
Gold (Rs/10gm) 25,700 26,218 (1.98) Brent Crude Oil ended 0.76 percent higher at $107 per barrel. Gold ended down by 2
percent at Rs 25,700 and Silver closed down by 1.19 percent at Rs 57,980.
Silver (Rs/kg) 57,980 58,680 (1.19)
The Indian Rupee closed lower against the dollar at Rs 45.35 as the Indian equity
CURRENCY 11-Aug 10-Aug % Change benchmarks ended on a verynegative note.
INR / USD 45.35 45.25 0.22
USD / Euro 1.41 1.43 (1.40)
Yen / USD 76.51 76.41 0.13

3. Aug 12, 2011
Volume: 1 | Issue: 389| November 1, 2010
FUTURES PREMIUM/DISC Cash Futures P/D% ECONOMY / POLICY / GLOBAL NEWS
AREVAT&D 226.1 229.9 1.68 The government yesterday said it is actively considering the revival of Indian Drugs &
ABIRLANUVO 890.4 899.7 1.05 Pharmaceuticals Ltd (IDPL).
BEL 1635.0 1,649.8 0.91
OFSS 1958.0 1,973.8 0.81 India's exports jumped by a record 81.8% year-on-year to $29.3 billion in July, 2011, due
ABGSHIP 374.2 376.9 0.73 to the sterling performance of sectors like engineering, petrochemical products and
ALOKTEXT 20.6 20.8 0.73 gems and jewellery.
COREPROTEC 298.0 269.5 (9.56)
Food inflation surged to a four-and-half month high of 9.90% during the week ended
CHAMBLFERT 106.4 102.8 (3.34)
July 30 on the back of costlier onions, fruits, vegetables and protein-based items. Food
FEDERALBNK 404.8 392.3 (3.10) inflation, as measured by Wholesale Price Index (WPI), stood at 8.04% in the previous
TULIP 150.0 146.7 (2.20) week. The rate of price rise in food items was recorded at 16.45% in the last week of
INDIACEM 68.8 67.6 (1.74) July, 2010. As per data released by the government today, prices of onions went up by
VIPIND 763.0 750.0 (1.70) 36.62% year-on-year, while fruits became 16.49% more expensive.
INSTITUTIONAL ACTIVITY (Rs Cr) 04-Aug 03-Aug YTD
FII Cash Net (147) (801) 12,850
FII Stock Futures (152) (182) (2,061)
FII Index Futures (652) (1,340) 7,984
Mutual Fund 129 23 3,683
VALUATIONS P/E P/B DIV YLD
BSE 18.5 3.4 1.5
NSE 18.4 3.2 1.3
BSE500 Mcap/GDP Ratio 0.31
MOVERS & SHAKERS
4.91
TOP 5 FRONTLINE GAINERS TOP 5 MIDCAP GAINERS TOP 5 SMALLCAP GAINERS
Name Rs % Name Rs % Name Rs %
HDFC 682.0 2.34 Blue Dart 1,759.8 11.46 Aurionpro Sol 144.0 14.29
NTPC 177.9 1.51 Page Inds 2,592.7 8.91 Gravita India 378.4 11.51
Coal India 386.3 1.17 Tata Comm 216.5 7.61 LOVABLE 450.8 10.13
Hindalco Inds 157.2 1.06 COX KINGS 230.2 7.12 Geodesic 53.2 9.92
ITC 198.4 0.48 Rashtriya Chem 86.2 5.58 Global Capital 17.5 9.72
TOP 5 FRONTLINE LOSERS TOP 5 MIDCAP LOSERS TOP 5 SMALLCAP LOSERS
Name Rs % Name Rs % Name Rs %
Tata Power 1,123.4 -4.31 Mindtree 364.9 -6.21 AK Capital 260.1 -8.87
Maruti Suzuki 1,247.5 -2.52 Hotel Leela 43.1 -6.20 Nahar Spinning 62.5 -7.89
Jindal Steel 511.6 -2.43 Financial Tech 719.4 -6.16 Escorts 76.1 -5.82
Bharti Airtel 397.1 -2.42 Apollo Tyres 67.2 -5.22 Sahara One-$ 150.1 -5.78
ICICI Bank 942.4 -2.20 Jet Air India 388.9 -5.17 Kingfisher Air 30.1 -5.64
BULK DEALS
SCRIP NAME CLIENT NAME TYPE QTY % PRICE
NSE
MindTree Limited Coffee Day Resorts Pvt Ltd BUY 5.68% 428.0
MindTree Limited Ashok Soota SELL 5.50% 428.0
Bharat Forge Ltd Barclays Capital Mauritius Limited SELL 0.55% 307.6
Balrampur Chini Mills Balrampur Chini Mills Ltd BUY 0.86% 62.9
Balrampur Chini Mills Barclays Capital Mauritius Limited SELL 0.87% 61.9
BSE
Aarey Drugs Thakorlal Atma Ram Modi BUY 1.23% 21.5
ACROPET TEC Oudh Finance & Investment BUY 0.80% 17.0
Zenu Infotech Anuradha Pankaj Dhoot SELL 2.25% 38.0
Tata Coffee A K G Securities And Consultancy Ltd BUY 0.66% 882.2
RCL FOODS Span Stock Broking SELL 0.65% 54.1