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Daily Newsletter: 18th March, 2011

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Daily Newsletter: 18th March, 2011

  1. 1. March 18, 2011 Volume: 1 | Issue: 389| November 1, 2010 INDIAN MARKET 17-Mar 16-Mar % Change COMMENTARY BSE Sensex 18,150 18,360 (1.14) INDIA NSE Nifty 5,447 5,511 (1.17) BSE Midcap 6,537 6,556 (0.29) The Indian market resumed its downtrend, with the main stock indices closing near the low point of the BSE Smallcap 7,860 7,890 (0.38) day, after the RBI hiked rates by 25 bps and raised its inflation estimate amid persistent worries over the Nifty Junior 10,718 10,740 (0.20) global uncertaintiesThe central bank said it sees risks to economic growth from surging global commodity prices, especially crude oil. It also raised the red flag on a pick-up in non-food manufactured products.The CNX Midcap 7,641 7,637 0.06 BSE Sensex lost 209 points to close at 18,150 while, the NSE Nifty lost 65 points to close at 5,447BSE mid and small-cap indices outperformed the benchmark and slipped 0.3% each to 6,537 and 7,860, respectively. Most of the sectoral indices were in red with IT, FMCG, auto and metal indices leading the fall. GLOBAL MARKETS 17-Mar 16-Mar % Change Dow Jones Ind (USA) 11,775 11,613 1.39 Nasdaq Composite(USA) 2,636 2,617 0.73 S&P 500 (USA) 1,274 1,257 1.33 GLOBAL MARKETS FTSE 100 (UK) 5,696 5,598 1.75 DAX (Germany) 6,657 6,514 2.20 Stocks staged a strong bounce after they had logged sizable losses for three straight sessions in reaction to Nikkei 225 (Tokyo) 8,963 9,094 (1.44) a massive earthquake in Japan, subsequent failures at that country's nuclear facilities, and ongoing social and political unrest in the Middle East and North Africa. Buyers stepped back into action yesterday with a Hang Seng (Hong Kong) 22,284 22,701 (1.84) broad-based bid that took the Dow and S&P 500 up more than 1%. The Nasdaq also staged a strong Shanghai Comp (China) 2,897 2,931 (1.15) gain,.Dow ended up by 1.39% at 11,775 S&P 500 up 1.33% at 1274 and the teck gaint Nasdaq ended up KOSPI (South Korea) 1,959 1,958 0.05 0.73% at 2636. STI (Singapore) 2,950 2,971 (0.69) MSCI Emerging Market 420 417 0.72 MSCI Frontier Market 550 548 0.36 The Asian markets have opened up strongly Nikkei is up 2.5% and Hang Seng is up 0.75%. BOND MARKETS 17-Mar 16-Mar Change CORPORATE/ ECONOMY NEWS 10yr G-Sec Yield 8.08 8.07 0.01 1yr G-Sec Yield 7.58 7.58 0.00 HCL Infosystems has bagged over Rs. 3bn (approx US$ 66mn) order from Indian Air Force under its LIBOR (6m) 0.46 0.46 0.00 Systems Integration Defence Practice. LIBOR (1m) 0.27 0.26 0.01 Interbank Call rate 7.4 7.1 0.29 Reliance Infrastructure Ltd has announced securing EPC contract of 2400 MW gas based Combined Cycle Power Project at Samalkot.This project is located in gas rich belt at Samalkot,East Godavari District in Andhra Pradesh and is the largest gas based power plant to be set up in the country.The contract value of the project is Rs72bn and shall execute the contract on lumpsum turnkey EPC contract basis. BSE Turnover Rs Cr('000) Sensex 18600 4.5 Reliance Communications Limited (RCOM) has drawn down first tranche of Rs. 30bn (US$ 665 Million) 18500 4.0 out of the Rs. 87bn (US$ 1.93bn) facility signed with China Development Bank (CDB) on March 9, 2011. The 3.5 facility includes Rs. 60bn (US$ 1.33 Billion) for refinancing 3G spectrum fee payment by RCOM and Rs. 2,7bn 18400 3.0 (US$ 600 Million) for equipment imports from Chinese Vendors. 18300 2.5 18200 2.0 Ramky Infrastructure have secured new orders aggregating Rs. 288.32 crore in water & waste water 18100 1.5 treatment and building segments. 1.0 18000 0.5 Maruti Suzuki India tumbled 4.44% yesterday on BSE on reports the company had not hedged its yen 17900 0.0 exposure after 28 February 2011 as the mangement had expected the yen to depreciate against the US 11-Mar 14-Mar 15-Mar 16-Mar 17-Mar dollar. Hindustan Construction Company Ltd has announced on Thursday that it has received two Orders from Hindalco Industries Ltd for 6 x 150 MW Captive Power Plant - Aditya Aluminium Project at NSE Turnover Rs Cr('000) Nifty Sambalpur, Orissa. 5540 14 5520 12 Jubilant FoodWorks Ltd that operates Dominos Pizza chain in India today said it plans to diversify into 5500 10 new areas, including operating hotels and other non-food segments such as garments and fashion 5480 88.38 #DIV/0! 8 accessories. 5460 6 Public sector lender United Bank of India said it expects the government to infuse a capital of Rs 308 crore 5440 4 by the end of this month. 5420 2 5400 0 Allcargo Global Logistics on Thursday said it plans to enter third-party logistics business in a few months 11-Mar 14-Mar 15-Mar 16-Mar 17-Mar and expand its warehousing capacity to 400,000 sq ft.Third-party logistics providers handle all or most of a company's freight and production distribution activities, thus relieving the customer from day-to-day logistical issues. `
  2. 2. March 18, 2011 Volume: 1 | Issue: 389| November 1, 2010 SECTOR 17-Mar 16-Mar % Change CORPORATE NEWS Power 2,573 2,567 0.22 Bharti Airtel, India's top mobile carrier, signed up 3.2 million mobile users in Cd 5,862 5,857 0.08 February, taking its total to about 159 million, data released by an industry body Cg 12,478 12,502 (0.19) showed on Thursday.The third-largest mobile carrier Vodafone Essar added 3.6 million mobile users in February to have a total of 130.9 million, the Cellular Operators Psu 8,540 8,574 (0.40) Association of India (COAI) said. Hc 5,833 5,861 (0.49) Bankex 12,341 12,438 (0.79) India's largest utility vehicles maker Mahindra & Mahindra sees an impact on auto Realty 2,088 2,105 (0.80) component supplies this month due to last week's massive earthquake and tsunami in Oil&Gas 9,954 10,036 (0.82) Japan. Teck 3,571 3,613 (1.15) Metal 15,293 15,476 (1.18) Gilead Sciences, a California based bio-pharmaceutical research firm along with its Auto 8,659 8,771 (1.27) patent partner Roche Holding AG has sued Indian generic drug maker Natco Pharma It 6,083 6,175 (1.50) for allegedly infringing a US patent for Tamiflu, a drug used in treatment of bird and swine-flu infections. Fmcg 3,415 3,468 (1.54) Dr Pawan Goenka, President, Automotive & Farm Equipment Sectors, Mahindra & Mahindra Ltd. (M&M) has been appointed as the Chairman of Ssangyong Motor Company (SYMC) at a meeting of the newly appointed Board of Directors of the company, in Korea. BSE Upper Circuit Breakers GEI Industrial Systems recently bagged new orders aggregating Rs. 45 crore for Company Name 17-Mar 16-Mar % Change supply of air cooled vacuum steam condensers. Acropetal Technologies 123.0 102.5 20.00 The National Pharmaceutical Pricing Authority (NPPA) yesterday said it has Piramal Life Sciences 102.0 85.0 20.00 increased prices of 62 drugs, which are mainly based on indigenously manufactured Karma Ispat 119.1 99.3 20.00 insulin, giving a filip to domestic firms.The drug price regulator has also reduced prices Andhra Cement 14.8 13.4 10.00 0 of 14 drugs, while that of 21 drugs remained unchanged in its latest review meeting Visagar Polytex 199.9 190.4 5.00 held last week.The majority of the drugs, whose prices have been increased are used in treatment of diabetes and tuberclosis. Power equipment maker Siemens Ltd, the Indian unit of Siemens AG, said its non- banking financial services arm has sought the Reserve Bank of India's approval to start operations in the country. BSE Lower Circuit Breakers Venus Remedies have secured an approval from Gulf Cooperation Council to market Company Name 17-Mar 16-Mar % Change oncology and carbapenem range of products in Gulf countries. Parichay Investments 233.9 246.2 (5.00) KGN Industries 123.2 129.6 (5.00) The Maharashtra State Power Generation Company (Mahagenco) plans to invest EPC Industries 94.6 99.6 (5.00) around Rs 50,000 crore over the next five years to double its generation capacity to RM Mohite 201.1 211.6 (5.00) around 20,000 MW. Dollex Industries 7.6 8.0 (5.00) Fortis Healthcare (India) said that its promoter group firm Fortis Healthcare Holdings has pledged 0.77% stake in the company for an estimated Rs 47 crore. Navratna PSU National Aluminium Company (Nalco) said that it has paid Rs 476 crore as advance income tax for the financial year 2010-11, as against Rs 295 crore paid for the last fiscal. COMMODITY 17-Mar 16-Mar % Change COMMODITY / CURRENCY NEWS Crude Oil (USD/bbl) 100.6 98.4 2.21 Gold (Rs/10gm) 20,682.0 20,667.0 0.07 Silver (Rs/kg) 52,325.0 52,384.0 (0.11) Light Sweet Crude Oil on Wednesday lost 0.16% closing at $98.6 per barrel. Gold closed up by 0.07% at Rs 20,682 and silver closed down by 0.11% at Rs 52,325.. CURRENCY 17-Mar 16-Mar % Change The Indian Rupee closed higher against the dollar at Rs 45.12 as the Indian equity INR / USD 45.12 45.25 (0.29) benchmarks ended on negative note. USD / Euro 1.39 1.39 - Yen / USD 79.10 80.69 (1.97)
  3. 3. March 18, 2011 Volume: 1 | Issue: 389| November 1, 2010 FUTURES PREMIUM/DISC Cash Futures P/D% ECONOMY / POLICY / GLOBAL NEWS GTLINFRA 36.6 c #VALUE! The Reserve Bank of India (RBI) on Thursday increased the repurchase rate (repo rate) EKC 73.4 74.2 1.16 and the reverse repurchase rate (reverse repo rate) by quarter percentage point each BAJAJHLDNG 730.4 738.0 1.03 as part of a continuous effort to check stubbornly high inflation. GSPL 99.3 100.3 1.01 ALOKTEXT 20.8 21.0 0.96 The central bank yesterday hiked the repo rate to 6.75% from 6.50% while the reverse RUCHISOYA 99.2 100.2 0.96 repo rate has been raised to 5.75% from 5.50%. PIRHEALTH 470.3 459.7 (2.24) The RBI left the Cash Reserve Ratio (CRR) and the Statutory Liquidity Ratio (SLR) ACC 1025.4 1,004.4 (2.05) unchanged at 6% and 24%, respectively. COREPROTEC 309.4 304.4 (1.60) BHUSANSTL 439.8 435.7 (0.92) State-owned SPMCIL, engaged in minting of coins and printing of currency, has set an SUNTV 435.1 431.4 (0.85) ambitious sales target of Rs 2,800 crore for the next fiscal. BHEL 1964.0 1,949.7 (0.73) Foreign investors have turned optimistic on the Indian market and invested a INSTITUTIONAL ACTIVITY (Rs Cr) 08-Mar 07-Mar YTD whopping Rs 5,200 crore (about $1.16 billion) so far this month in contrast to heavy FII Cash Net 368 3 (6,145) outflows witnessed in February. FII Stock Futures (57) (517) 5,780 FII Index Futures The Government has slashed the minimum export price (MEP) of onions for the third 418 (1,623) (3,560) time this month to $275 per tonne from the earlier price of $350 per tonne. Mutual Fund 53 (243) 2,318 VALUATIONS P/E P/B DIV YLD BSE 19.7 3.4 1.2 NSE 21.1 3.5 1.3 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 % Reliance Comm 106.6 3.5 Mahindra Lifesp 368.45 8.78 Piramal Life 102 20 BHEL 1965.1 1.98 Prestige Estates 114.7 6.11 Fame India 57.8 19.92 Reliance Infra 652.8 1.16 BOC India 270.05 5.14 Empee Dist 114.55 13.75 Cipla 299.0 0.98 Edelweiss Cap 38.3 5.08 Andhra Cements 14.78 9.97 Jaiprakash Asso 82.7 0.79 MVL 27.95 4.1 Cals Ref 0.34 9.68 TOP 5 FRONTLINE LOSERS TOP 5 MIDCAP LOSERS TOP 5 SMALLCAP LOSERS Name Rs % Name Rs % Name Rs % Maruti Suzuki 1169.3 -4.44 Jyothy Lab 203 -11.78 Zenith Info 137.65 -7.62 HDFC 637.4 -3.68 Network18 Media 143 -9.24 Hindustan Media 140 -6.91 Hindalco Inds 198.1 -2.49 KGN Inds 123.15 -4.98 Binny 83.8 -4.99 DLF 221.7 -2.12 Sunteck Realty 305 -4.6 RM MOHITE 201.05 -4.99 Infosys 2981.3 -1.79 Ballarpur Inds 32.05 -3.75 Well Pack Papers 6.12 -4.97 BULK DEALS SCRIPT NAME CLIENT NAME TYPE QTY % PRICE NSE Nu Tek India Trans Financial Resources Ltd BUY 3.23% 17.6 Emami Infrastructure Crosseas Capital Services Pvt. Ltd. BUY 2.45% 47.6 SUDAR GARM Crosseas Capital Services Pvt. Ltd. SELL 2.30% 119.5 Tata Coffee A K G Securities And Consultancy SELL 1.23% 890.0 Fiem Industries Fiem Industries Limited SELL 2.57% 176.0 BSE Birla Shloka Philipa John Dmello SELL 1.28% 15.7 Kalindi Rail Deepak Popatlal Vora BUY 0.65% 126.5 Marico Oppenheimer International Value Fd BUY 3.35% 114.0 Dhanus Tech Grantview Properties SELL 2.30% 11.4 Suryajyoti Spi Dinesh Shah SELL 1.22% 51.0

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