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Daily Newsletter: 11th August, 2011

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Daily Newsletter: 11th August, 2011

  1. 1. Aug 11, 2011 Volume: 1 | Issue: 389| November 1, 2010 INDIAN MARKET 10-Aug 09-Aug % Change COMMENTARY BSE Sensex 17,131 16,858 1.62 INDIA NSE Nifty 5,161 5,073 1.74 After a couple of negative trading sessions, equity markets across the globe saw some pullback tracking a BSE Midcap 6,554 6,406 2.31 rally in US stocks, that rose post the Fed’s assurance that it will keep rates at record low till at least the middle BSE Smallcap 7,669 7,485 2.46 of 2013. The Indian markets saw some pullback after 11 straight down trading sessions. The interest rate Nifty Junior 10,486 10,280 2.01 sensitive auto and realty stocks led the pullback and index heavyweights like Tata Motors, Maruti, M&M and Bajaj Auto were among the major winners in trade. Other top gainers were in the consumer durables, CNX Midcap 7,646 7,510 1.81 banking and capital goods space. The mid-cap and small-cap stocks outperformed the benchmark indices. The BSE mid-cap index gained 2.3% while the BSE small-Cap index added 2.4%. Finally, the BSE Sensex ended at 17,131 gaining 272 points. The NSE Nifty closed at 5,161 adding 88 points. GLOBAL MARKETS 10-Aug 09-Aug % Change BSE market breadth was fairly positive with 2,202 stocks on the advancing side and 701 on the declining Dow Jones Ind (USA) 10,720 11,240 (4.62) side. Nasdaq Composite(USA) 2,381 2,483 (4.09) S&P 500 (USA) 1,121 1,173 (4.42) FTSE 100 (UK) 5,007 5,165 (3.05) GLOBAL MARKETS DAX (Germany) 5,613 5,917 (5.13) US stocks slid, dragging the Dow Jones Industrial Average to the lowest level since September 2010, and Nikkei 225 (Tokyo) 9,039 8,944 1.05 Treasuries rose for a third day amid concern the European sovereign debt crisis is worsening. The Dow sank 519 points, or 4.6 percent, to 10,720. The Standard & Poor’s 500 Index sank 4.4 percent to 1,121 following its Hang Seng (Hong Kong) 19,784 19,331 2.34 biggest jump in more than two years in the previous session, when it rebounded from its worst loss since Shanghai Comp (China) 2,549 2,526 0.91 2008. KOSPI (South Korea) 1,806 1,802 0.25 STI (Singapore) 2,821 2,884 (2.18) Asian stocks are trading negative for the seventh time in eight days on concerns that Europe will fail to MSCI Emerging Market 375 382 (1.83) contain its debt crisis, pulling down bank shares and souring the earnings outlook for exporters. Nikkei is MSCI Frontier Market 493 502 (1.79) down 1.3 percent, Hang Seng is down 1.7 percent, Strait Times is down 2.5 percent and Shanghai is down 0.6 percent. BOND MARKETS 10-Aug 09-Aug Change 10yr G-Sec Yield 8.19 8.22 (0.03) CORPORATE/ ECONOMY NEWS 1yr G-Sec Yield 8.49 8.49 0.00 Piramal Healthcare has agreed to buy 5.5% stake in Vodafone Essar, one of India's largest telecom LIBOR (6m) 0.44 0.44 0.00 companies, for $640 million. Piramal Healthcare also plans to invest 6,500 crore in its contract LIBOR (1m) 0.21 0.21 0.00 manufacturing and research, over the counter (OTC) and critical care businesses over the next five years. Interbank Call rate 7.96 8.00 (0.04) Fortis Healthcare International has said that it has entered into a agreement to acquire a 65% stake in Vietnam-based Hoan My Medical Corporation for $64 million (nearly Rs 289 crore). BSE Turnover Rs Cr('000) Sensex Adani Enterprises reported a marginal increase in net profit at Rs 570 crore for this quarter ended, 2011. 17800 3.5 The net profit for the same quarter last year was posted at Rs 565 crore. 17600 3.4 3.3 Glenmark Pharmaceuticals has said that it has started Phase-IIb human trials of its 'Revamilast' molecule, 17400 3.2 which is being developed for treatment of inflammatory disorders like asthma and rheumatoid arthritis. 17200 3.1 The Phase-IIb studies of Revamilast (GRC 4039) will help in establishing the efficacy and safety of the 17000 3.0 molecule. 16800 2.9 2.8 Owing to increased debt and oil prices, country's largest oil marketing firm Indian Oil Corp has posted its 16600 2.7 net loss for the first quarter ended June, 2011 at Rs 3,179 crore. The loss for the same period in the last 16400 2.6 fiscal was registered at Rs 3,388 crore. Net sales for the quarter under review was accounted at Rs 92,100 4-Aug 5-Aug 8-Aug 9-Aug 10-Aug crore, an increase of 28.5% from Rs 71,672 crore in the same quarter a year ago. GMR Infrastructure have reported a consolidated net loss of Rs 66.69 crore for the quarter ended June 30, 2011, mainly on account of lower revenues from the Delhi Airport, high interest cost and increased tax NSE Turnover Rs Cr('000) Nifty outgo. The company had reported a net profit of Rs 28.44 crore during the corresponding period of the 5400 18 last fiscal. Net sales of the company during the quarter under review increased by 51.34% at Rs 1,863.57 5350 16 crore. 5300 14 5250 5200 88.38 #DIV/0! 12 State-run Rural Electrification Corporation has said its net profit increased by nearly 13% year-on-year 10 to Rs 661.96 crore for the quarter ended June 30, 2011. The company had reported a net profit of Rs 5150 5100 8 587.36 crore for the June quarter of the previous fiscal. 5050 6 5000 4 NHPC reported its Q1FY12 numbers where its net profit jumped 47.19% to Rs. 791.05 crore on 45.85% rise 4950 2 in total income to Rs. 1798.39 crore in Q1 June 2011 over Q1 June 2010. 4900 0 4-Aug 5-Aug 8-Aug 9-Aug 10-Aug
  2. 2. Aug 11 ,2011 Volume: 1 | Issue: 389| November 1, 2010 SECTOR 10-Aug 09-Aug % Change CORPORATE NEWS AUTO 8,636 8,290 4.17% Reliance Telecom, one of the accused firms in the 2G case, told a Delhi court that it did REALTY 1,851 1,797 2.98% not hold substantial equity in Swan Telecom at the time of grant of spectrum licences. CD 6,467 6,302 2.61% IT 5,163 5,041 2.41% Textile firm Bombay Rayon Fashions has posted an 8.89% year-on-year increase in net BANKEX 11,954 11,675 2.39% profit to Rs 56.81 crore for the quarter ended June 30, 2011. The company had reported a net profit of Rs 52.17 crore for the quarter ended June 30, 2010. During the quarter CG 12,311 12,035 2.29% under review, Bombay Rayon Fashions achieved net sales of Rs 603.82 crore, a 20.11% POWER 2,324 2,283 1.80% jump from Rs 502.69 crore in the corresponding year-ago period. For the year-ended TECk 3,272 3,214 1.80% March 31, 2011, the firm posted a net profit of Rs 226.69 crore on net sales of Rs 2,254.83 METAL 12,438 12,261 1.45% crore. HC 6,086 6,022 1.06% PSU 8,124 8,048 0.95% A trio of Indian banks, namely Bank of Baroda, Andhra Bank and Indian Overseas OIL&GAS 8,471 8,486 -0.19% Bank plans to open a new joint venture commercial bank in Malaysia. FMCG 3,916 3,935 -0.47% GVK Power and Infrastructure would commence work on its 690 MW hydro-electric power project at Kishtwar in Jammu and Kashmir by December, 2011, a company official has reported to a leading newspaper. India Steel Works cut its losses to Rs 2 crore in the June quarter this fiscal year as compared to Rs 6.6 crore in the same period last year. Total income also went up by BSE Upper Circuit Breakers 247% to Rs 137.5 crore in the quarter under review. The total inclome in the same Company Name 10-Aug 09-Aug % Change quarter last year was reported at Rs 39.6 crore. PAGE INDUSTRIES 2,380.6 1,983.9 20.00 INDAG RUBBER 111.3 92.7 20.00 Government said the request of Bharti Airtel and two Anil Ambani firms seeking partial PARAMOUNT PRINTPACKAGING 30.3 25.3 20.00 exit from Universal Service Obligation Fund (USOF) agreement for shared mobile EIH ASSOCIATED HOTELS 186.5 169.5 10.00 infrastructure 0in rural areas has not been accepted. Reliance Communications, GLOBAL CAPITAL MARKETS 16.0 14.5 10.00 Reliance Telecom and Bharti airtel have requested for partial exit from USOF agreement for sharing mobile infrastructure scheme in rural areas, Minister of State for IT and Communications Milind Deora said in a written reply to Lok Sabha. Pune-based auto component-maker Bharat Forge have reported a 64% growth in its profit after tax (PAT) to Rs 97.4 crore on standalone basis for the quarter ended June 30, mainly on strong overseas demand. The PAT for the April-June 2010 period stood at Rs BSE Lower Circuit Breakers 59.43 crore, the company said in a release issued here. Company Name 10-Aug 09-Aug % Change WELSPUN GLOBAL BRANDS 53.6 59.6 (10.00) Healthcare major Apollo Hospitals said that its net profit rose by 30.55% to Rs 51.27 SUPER SALES INDIA 182.3 191.9 (5.00) crore for the quarter ended June 30, 2011, over the same period previous fiscal. The AVT NATURAL PRODUCTS 333.9 351.5 (5.00) company had posted a net profit of Rs 39.27 crore for the quarter ended June 30, 2010 CENTRUM CAPITAL 1211.3 1275.0 (5.00) Global brew exports reported at 8.02 million bags in the year ago period, ATLAS CYCLES (HARYANA) 329.0 346.3 (5.00) according to reports. Reports stated that in the first nine months of the current coffee year (October—September), coffee shipments rose by 16% to 80.7 million bags compared to 69.7 million bags in the same period of the previous year. The global body on coffee has pegged the world output of the brew at 133 million bags in the 2010—11 coffee year, added reports. Kingfisher Airlines said its net loss has widened by 40.66% at Rs 263.54 crore for the quarter ended June 30, mainly due to increased fuel expenses. The company had reported a net loss of Rs 187.35 crore during the corresponding quarter of last fiscal. COMMODITY 10-Aug 09-Aug % Change COMMODITY / CURRENCY NEWS Brent Crude Oil (USD/bbl) 105 104 0.76 2.28 Brent Crude Oil ended 0.76 percent higher at $105 per barrel. Gold scaled a new peak Gold (Rs/10gm) 26,218 25,633 by closing up 2.28 percent at Rs 26,218 and Silver closed up by 2.21 percent at Rs Silver (Rs/kg) 58,680 57,411 2.21 58,680. CURRENCY 10-Aug 09-Aug % Change The Indian Rupee closed lower against the dollar at Rs 45.25 as the Indian equity INR / USD 45.25 45.19 0.13 benchmarks ended on a very positive note. USD / Euro 1.43 1.42 0.70 Yen / USD 76.41 77.06 (0.84)
  3. 3. Aug 11, 2011 Volume: 1 | Issue: 389| November 1, 2010 FUTURES PREMIUM/DISC Cash Futures P/D% ECONOMY / POLICY / GLOBAL NEWS DCHL 64.1 64.8 1.09 Domestic passenger car sales declined by 16% to 133,747 units in July, 2011, from PATELENG 117.1 118.3 1.07 158,767 units in the same month last year. According to figures released by the DHANBANK 90.3 91.3 1.05 Society of Indian Automobile Manufacturers (SIAM), motorcycle sales in the country NATIONALUM 66.0 66.7 0.98 grew by 11% during the month to 785,278 units from 710,621 units in the GESHIP 235.6 237.8 0.93 corresponding month last year. ANDHRABANK 134.6 135.7 0.82 Total two-wheeler sales increased by 13% to 1,056,906 units last month from 938,514 COREPROTEC 297.6 278.2 (6.54) units in July, 2010.nSales of commercial vehicles jumped by 24% to 64,241 units in the month under review from 51,934 units in the year-ago period, SIAM said.Total sales of CHAMBLFERT 103.5 99.9 (3.48) vehicles across categories registered a growth of 9% to 1,348,753 units in July, as TTKPRESTIG 3097.0 3,030.0 (2.16) against 1,237,521 units in the same month last year, it added. BEML 485.4 477.0 (1.73) INDIACEM 67.8 66.7 (1.70) South Korea will begin producing mid-size electric vehicles from 2014, three years UNIONBANK 285.8 281.0 (1.66) ahead of schedule, in an attempt to secure a dominant position in the global market, the government said Wednesday. INSTITUTIONAL ACTIVITY (Rs Cr) 03-Aug 02-Aug YTD FII Cash Net (801) (83) 12,997 Decisions on over 100 proposals for coal linkages from industries like power and FII Stock Futures (182) 3 (2,061) sponge iron in the first seven months of the current year are still pending, Parliament FII Index Futures (1,340) (630) 7,984 was informed yesterday. Mutual Fund 23 (83) 3,554 The West Bengal government said that it would vest 270 acres of land acquired by Sajjan Jindal-promoted JSW Bengal for their ambitious integrated steel project in the VALUATIONS P/E P/B DIV YLD state. 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 % Tata Motors 843.9 6.08 Page Inds 2,380.6 20.00 MidValley Entertainment 122.1 20.00 Maruti Suzuki 1,279.7 5.95 Monsanto India 1,873.2 16.48 Parekh Alum 258.6 13.47 Hindalco Inds 155.6 5.24 Rashtriya Chem 81.6 12.63 JB Chemicals 150.8 11.79 Mahindra & Mahindra 729.6 5.03 TTK Prestige 3,074.7 11.41 Surya Pharma 17.7 11.67 DLF 209.4 4.31 India Sec 52.0 11.12 Advanta India 288.9 10.93 TOP 5 FRONTLINE LOSERS TOP 5 MIDCAP LOSERS TOP 5 SMALLCAP LOSERS Name Rs % Name Rs % Name Rs % ONGC 279.9 -2.22 KGN Inds 40.4 -4.94 Kanani Inds 190.0 -10.25 ITC 197.4 -1.15 Polaris Soft 140.4 -4.30 Centrum Cap 1,211.3 -5.00 Hindustan Unilever 316.4 -0.95 Great Eastern Sh 237.1 -4.22 SV Electricals 22.9 -4.99 Sun Pharma 481.2 -0.68 Mindtree 389.1 -3.52 KARMA ISP 114.5 -4.98 Tata Power 1,174.0 -0.54 Bajaj Elect 199.5 -3.06 Money Matters 100.5 -4.97 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

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