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1. Sept 19, 2011
Volume: 1 | Issue: 389| November 1, 2010
INDIAN MARKET 16-Sep 15-Sep % Change COMMENTARY
BSE Sensex 16,934 16,877 0.34 INDIA
NSE Nifty 5,084 5,076 0.17 Markets notched marginal gains and closed off day’s high as sentiment turned jittery after the RBI reiterated
BSE Midcap 6,390 6,367 0.36 that anti-inflationary stance would persist, even at the cost affecting growth after hiking rates by 25 bps, in
BSE Smallcap 7,213 7,214 (0.01) line with expectation. The Sensex ended higher by 57 points at 16,934, while the Nifty advanced 9 points, at
Nifty Junior 10,168 10,147 0.21 5,084. Earlier, the markets opened on a positive note after central banks around the world pledged to pump
CNX Midcap 7,346 7,340 0.08 in liquidity into the system. The Nifty touched a high of 5,143 around noon and gave up all the
gains, touching a low of 5,068 after the rate hike announcement and the continued hawkish stance of the
central bank. The markets recouped most of the losses, and ended the day slightly higher on concerns of
more rate hikes.
GLOBAL MARKETS 16-Sep 15-Sep % Change The market breadth was negative as 1,460 stocks declined, while 1,337 stocks advanced on the BSE.
Dow Jones Ind (USA) 11,509 11,433 0.66
Nasdaq Composite(USA) 2,622 2,607 0.58 GLOBAL MARKETS
S&P 500 (USA) 1,216 1,209 0.57 US stocks closed higher on Friday, putting the benchmark S&P 500 on track for its best weekly performance
FTSE 100 (UK) 5,368 5,338 0.58 since early July as European policymakers gathered to discuss the region's debt crisis. On Friday, inviting
DAX (Germany) 5,574 5,508 1.18 Geithner to a euro meeting for the first time, the European finance chiefs said the 18-month debt crisis leaves
Nikkei 225 (Tokyo) 8,864 8,669 2.26 no room for tax cuts or extra spending to spur an economy on the brink of stagnation. Also, benchmark
Hang Seng (Hong Kong) 19,455 19,182 1.43 gauge of U.S. corporate credit risk fell by the most this week in almost two months after central banks acted
Shanghai Comp (China) 2,482 2,479 0.14 to provide dollar funding and as finance ministers gathered in Wroclaw, Poland, spurring speculation that
global banking strains would ease. Finally, the Dow Jones industrial average gained 0.66%, to 11,509. The
KOSPI (South Korea) 1,840 1,775 3.68
Standard & Poor's 500 Index rose 0.57%, to 1,216. The Nasdaq Composite Index added 0.58%, to 2,622.
STI (Singapore) 2,789 2,765 0.86
MSCI Emerging Market 373 369 1.08 Asian markets have opened up in red after European policymakers failed to introduce a plan to stem the
MSCI Frontier Market 498 498 0.00 region’s debt crisis. Hang Seng is trading down by 1.67% and Straits Times is down by 0.75%. SGX Nifty is
trading at 5038, down 49 points indicating a weak start.
BOND MARKETS 16-Sep 15-Sep Change
10yr G-Sec Yield 8.39 8.32 0.07 CORPORATE/ ECONOMY NEWS
1yr G-Sec Yield 8.36 8.34 0.02 The Reserve Bank of India (RBI) raised the key policy rates - the repo rate and the reverse repo rate - by a
LIBOR (6m) 0.31 0.50 (0.19) quarter percentage point, as it persists with its efforts to tame the inflation beast despite signs of
LIBOR (1m) 0.21 0.23 (0.02) moderation in economic growth. So, the repo rate now stands at 8.25% and the reverse repo rate now
Interbank Call rate 8.1 8.1 0.06 stands at 7.25%. There has been no change in the Cash Reserve Ratio (CRR), which stands at 6%. The bank
rate has been retained at 6%. The Marginal Standing Facility (MSF) rate, determined with a spread of 100
bps above the repo rate, stands recalibrated at 9.25% with immediate effect.
BSE Turnover Rs Cr('000) Sensex An earthquake measuring 6.8 on the richter scale hit North India on Sunday and the epicentre was
17000 3.0 64 km from Gangtok in Sikkim. It was 10 km (6.2 miles) deep. Mild tremors were felt in Delhi and other
16900 parts of North India. Tremors were felt in Patna, Uttar Pradesh and West Bengal also.
2.5
16800
16700 2.0 Country's largest power producer NTPC has earmarked an investment of Rs 41,000 crore for setting up
four thermal projects in the coal-rich states of Madhya Pradesh and Chhattisgarh in the next five years.
16600 1.5
NTPC has signed preliminary agreements with the governments of Madhya Pradesh and Chhattisgarh for
16500 1.0 the execution of four coal-based power projects with a combined capacity of over 8,300 MW. With the
16400 commissioning of two new supercritical 660-Mw units at the Sipat power plant, state-run power producer
16300 0.5
NTPC plans to increase its generation capacity to 36,000 Mw by March next year.
16200 0.0
12-Sep 13-Sep 14-Sep 15-Sep 16-Sep An Environment Ministry panel has recommended conditional nod to Sajjan Jindal-led JSW Steel's Rs
25,000-crore investment proposal for expanding the capacity of steel plant located in Bellary, Karnataka.
Earlier, the Expert Appraisal Committee (EAC) of the Ministry of Environment and Forest (MoEF) in
December last year had deferred the decision on green nod to the project seeking certain details.
NSE Turnover Rs Cr('000) Nifty
5100 16 Imports of sensitive items, including pulses and edible oil, went up by 34.5% to Rs 21,537 crore in April-
14 June this year, from Rs 16,016 crore in the year-ago period. The country's pulses imports soared by 27.2%
5050 12 to Rs 2,016.26 crore during the period under review from Rs 1,585.57 crore in April-June 2010.
88.38 #DIV/0!10
5000
8 Aviva Life Insurance is looking for a bank partner for expanding its insurance network and the deal is
4950 6 likely to be finalised by December-end.
4
4900
2
4850 0
12-Sep 13-Sep 14-Sep 15-Sep 16-Sep

2. Sept 19, 2011
Volume: 1 | Issue: 389| November 1, 2010
SECTOR 16-Sep 15-Sep % Change CORPORATE NEWS
PSU 7,762 7,635 1.66% Fortis healthcare promoter has pledged 50.36% of Promoter Holding.
POWER 2,217 2,183 1.55%
REALTY 1,802 1,779 1.26% Taurus Flexibles have announced their strategic association with Spain based Cikautxo s.
AUTO 8,833 8,734 1.14% Coop and Mondragon S. Coop to augment the manufacturing of rubber and plastic hoses
CD 6,612 6,570 0.65% for the automotive segment for international and domestic markets. This tie-up is being
0.60% achieved by the acquisition of 50% stake in Taurus’ wholly owned EOU subsidiary in Pune
HC 5,986 5,951
created from the transfer of assets from the parent group. The joint venture company is
BANKEX 11,128 11,062 0.59%
called Cikautxo Taurus Flexibles Private Ltd. and has an estimated networth of Rs. 34
METAL 12,248 12,195 0.43% crores.
CG 12,050 12,006 0.36%
OIL&GAS 8,749 8,730 0.22% Fair trade regulator CCI has given its nod to the proposed Rs 1,575-crore acquisition of
TECk 3,195 3,217 -0.70% nutrition business of Wockhardt Group by dairy major Danone.
IT 5,102 5,146 -0.86%
FMCG 3,934 3,982 -1.22% GVK Power & Infrastructure will pay $1.26 billion for a majority stake in three Australian
coal mines and a port and rail project owned by Hancock Group to secure long-term coal
supplies for the Indian group's power projects. The infrastructure group will acquire a
79% stake in the Alpha and Alpha West coal mines in the Galilee Basin, and will buy
Kevin's Corner coal mine and the rail and port project connecting the coal mines outright.
State-owned NMDC has ramped up iron ore production from Karnataka up to 30,000
BSE Upper Circuit Breakers tonnes per day to meet the shortage faced by iron and steel making units in Southern
Company Name 16-Sep 15-Sep % Change India.
EVERONN 333 303 10.00
In House Prod 14.6 13.3 10.00 Having achieved a strong presence in urban markets, Japanese two-wheeler major
Shree Global Trd 358.0 325.5 10.00 Yamaha now plans to tap rural markets in the country by launching more models at
affordable prices.
MAAN ALUMINIUM 55.0 50.0 10.00 0
COROMANDEL ENGINEERING 263.6 251.0 5.00 Bharat PetroResources (BPRL), a wholly-owned subsidiary of state-run oil marketer Bharat
Petroleum Corporation (BPCL), said it expected to drill 16 wells by this fiscal-end and
was hopeful of making further discoveries in its blocks in the country, as well as
overseas.The company today has 27 blocks, out of which nine which acquired by the
company under different rounds of the New Exploration Licencing Policy (NELP) are
located within the country and 18 are abroad, spanning six countries.
BSE Lower Circuit Breakers
Company Name 16-Sep 15-Sep % Change Loss-making state-run telco Bharat Sanchar Nigam (BSNL) is likely to scrap its 15 million
line GSM tender due to the poor response from private vendors to the estimated Rs 5,000-
Adarsh Plant 10.3 10.8 (5.00)
6,000 crore equipment supply contract.
Auroma Coke 11.4 12.0 (5.00)
Polytex India 158.9 167.3 (5.00) Country's largest lender State Bank of India profit in the current fiscal is likely to exceed
Regal Entert 7.6 8.0 (5.00) Rs 10,000 crore on the back of increased business and sustained effort to contain bad
S.Kumars Unitexx 11.4 12.0 (5.00) assets.
The Punjab and Haryana High Court has restrained DLF from selling or creating third-
party rights in one of its towers located in DLF’s Horizon Centre, earlier known as City
Centre, in Gurgaon.
Pharmaceutical firm Ipca Laboratories said its board has approved amalgamation of
Tonira Pharma with the company from April 1, 2011.
The steel ministry will soon write to the finance ministry demanding to hike export duty
on iron ore to 30% from the current 20%, a move to ensure that there is no shortage of
the raw material for the domestic steel makers in the long-run.
COMMODITY 16-Sep 15-Sep % Change COMMODITY / CURRENCY NEWS
Brent Crude Oil (USD/bbl) 111 115 (3.21)
Gold (Rs/10gm) 27,748 27,493 0.93 Brent Crude Oil ended lower at $111 per barrel. Gold ended higher by 1 percent at Rs
27,748 and Silver closed up by 1.77 percent at Rs 64,373.
Silver (Rs/kg) 64,373 63,256 1.77
CURRENCY 16-Sep 15-Sep % Change The Indian Rupee closed higher against the dollar at Rs 47.26 as the Indian equity
INR / USD 47.26 47.55 (0.61) benchmarks ended on a positive note.
USD / Euro 1.37 1.38 (0.72)
Yen / USD 76.72 76.59 0.17

3. Sept 19, 2011
Volume: 1 | Issue: 389| November 1, 2010
FUTURES PREMIUM/DISC Cash Futures P/D% ECONOMY / POLICY / GLOBAL NEWS
DHANBANK 79.5 80.5 1.26
India’s foreign direct investment declined 38% year-on-year in July to $1.09
SCI 86.1 87.1 1.22 bn, according to a report. The report stated that in June, the inflows saw an annualised
MUNDRAPORT 148.3 150.0 1.15 increase of 310% to a 11-year monthly record of $5.65 bn. In May too, inflows touched
STRTECH 39.8 40.2 1.13 $4.66 bn showing an impressive 111% over the same month last year, says report. There
INDIAINFO 76.2 77.0 1.05 are reports that for the first six months of the 2011 calendar as well, FDI showed an
WELCORP 121.1 122.3 0.99 increase of 57% to $16.83 billion.
NCC 71.0 69.6 (1.97)
OPTOCIRCUI 234.5 230.0 (1.92) The total approximate earnings of Indian Railways on originating basis during the
SKUMARSYNF 51.3 50.3 (1.85) period from 1st to 10th September 2011 were Rs. 2510.31 crore compared to Rs.
GMDCLTD 174.0 171.0 (1.72) 2297.72 crore during the same period last year, registering an increase of 9.25%.
ABAN 385.9 381.1 (1.23)
European finance ministers ruled out efforts to spur the faltering economy and showed
SIEMENS 864.1 854.5 (1.11) no signs of taking up a proposal by U.S. Treasury Secretary Timothy Geithner to increase
the firepower of the debt crisis rescue fund.
INSTITUTIONAL ACTIVITY (Rs Cr) 8-Sep 7-Sep YTD
FII Cash Net 29.3 374.2 6,520 U.S. House Republican leaders objected to President Barack Obama’s plan to cut payroll
FII Stock Futures 603.75 458 3,934 taxes to stimulate job growth, saying it would lead to too large a boost in taxes later
FII Index Futures -23.08 281.8 10,532 when the temporary break ended.
Mutual Fund -62.2 39.1 5,552
Six BP Plc (BP/) units will pay $20.5 million to resolve claims they knowingly underpaid
VALUATIONS P/E P/B DIV YLD royalties on natural gas drawn from leased federal and Indian lands.
BSE 18.4 3.4 1.5
NSE 18.2 3.1 1.4
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 %
Tata Motors 161.7 7.02 Financial Tech 861.2 10.35 Man Infra 135.5 16.16
ONGC 274.7 5.61 Shree Global Trd 358.0 9.99 SRS Real Infra 43.9 13.31
NTPC 172.0 4.75 Nava Bharat Vent 201.7 9.20 Thomas Cook 53.6 12.96
Sterlite Inds 134.6 3.66 Rajesh Exports 123.6 8.42 PRADIPOVERS 66.5 12.72
Tata Power 984.5 2.69 Indiabulls Fin 161.8 7.01 EVERONN 333.1 9.99
TOP 5 FRONTLINE LOSERS TOP 5 MIDCAP LOSERS TOP 5 SMALLCAP LOSERS
Name Rs % Name Rs % Name Rs %
Hindustan Unilever 340.1 -2.65 Essar Ports 67.4 -6.20 Shree Nath Comm 12.8 -9.12
Wipro 339.8 -2.37 HCL Infosystems 60.8 -5.96 Confidence Petro 9.8 -7.41
BHEL 1686.5 -1.39 India Cements 69.3 -5.59 Indiabulls Sec 8.7 -5.74
Tata Steel 459.8 -1.30 Hexaware Tech 72.3 -5.56 Orbit Corp 34.5 -5.49
Jindal Steel 544.1 -1.10 Jai Corp 91.2 -5.35 OCL India 97.0 -5.46
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
Bedmutha Inds INVENTURE GROWTH & SECURITIES LTD. BUY 1.23% 123.0
BGIL Films KAILASH CHANDRA BUY 0.80% 4.7
Gemstone Invest SUKRATI CONSULTANCY SERVICES SELL 2.25% 8.9
Monnet Ispat BLACKSTONE MANAGEMENT PARTNERS BUY 1.80% 478.1
Sanraa Media JMP SECURITIES PVT LTD BUY 2.30% 0.1