1. February 4, 2011
Volume: 1 | Issue: 389| November 1, 2010
INDIAN MARKET 3-Feb 2-Feb % Change COMMENTARY
BSE Sensex 18,449 18,090 1.98 INDIA
NSE Nifty 5,527 5,432 1.74 After failing to drive home the advantage in the previous session, the bulls managed to dominate the
BSE Midcap 6,828 6,754 1.10 proceedings on Indian bourses in yesterday's session. Although a five-day losing sequence was broken on
Wednesday, it lacked the punch and strength. But,yesterday was different, with the BSE Sensex cracking a
BSE Smallcap 8,464 8,362 1.22
triple ton and the NSE Nifty nearly clocking a triple-digit gain.From start-to-end, it was a Large-Cap rally
Nifty Junior 10,870 10,742 1.19 although the broader indices did manage modest gains. The rebound was led by Realty, Banking, Metals
CNX Midcap 7,847 7,756 1.17 and Capital Goods stocks. The defensives such as Consumer Durables, FMCG and Pharma stocks posted
slender gains, along with IT shares. The BSE Sensex gained 359 points to close at 18,449 and the NSE Nifty
rose 95 points to end at 5,527.The midcap index ended at 6827, higher by 73 points and the smallcap index
GLOBAL MARKETS 3-Feb 2-Feb % Change ended at 8462, up 101 points.
Dow Jones Ind (USA) 12,062 12,042 0.17
Nasdaq Composite(USA) 2,754 2,749 0.18 The market breadth was positive. Out of 2984 stocks traded on the BSE, there were 1763 advancing stocks
S&P 500 (USA) 1,307 1,304 0.23 as against 1037 declines.
FTSE 100 (UK) 5,983 5,996 (0.22)
GLOBAL MARKETS.
DAX (Germany) 7,194 7,184 0.14
Most U.S. stocks fell for a second day as a stronger dollar weighed on commodity producers and Merck &
Nikkei 225 (Tokyo) 10,431 10,457 (0.25) Co. led losses in drugmakers after its profit forecast trailed estimates, tempering optimism the economy is
Hang Seng (Hong Kong)* 23,908 23,908 0.00 improving.About 11 stocks fell for every 10 that rose on U.S. exchanges. The S&P 500 gained 0.23 1,307
Shanghai Comp (China)* 2,799 2,799 0.00 .The Dow Jones Industrial Average gained 0.17 percent, to 12,062
KOSPI (South Korea)* 2,072 2,072 0.00
STI (Singapore)* 3,211 3,211 0.00 Most Asian Markets have opend up on a strong note after a day holiday and are up in greeen Nikkei is up
MSCI Emerging Market 426 422 0.95 by 1.20% Hang Seng is up by 0.90%.
MSCI Frontier Market 610 605 0.83
BOND MARKETS 3-Feb 2-Feb Change CORPORATE/ ECONOMY NEWS
10yr G-Sec Yield 8.20 8.17 0.03 Food inflation soared to 17.05 per cent for the week ended January 22, rising for the second
1yr G-Sec Yield 7.22 7.22 0.00 straight week, on the back of costlier vegetables, fruits and milk. Food inflation rose by 1.48
LIBOR (6m) 0.46 0.45 0.01 percentage points from 15.57 per cent in the previous week.
LIBOR (1m) 0.26 0.25 0.01
Interbank Call rate 6.5 6.8 (0.27) Jamna Auto Industries reported 38.28 per cent jump in its consolidated net profit for the quarter ended
December 31, 2010, at Rs 6.61 crore.
State-run Steel Authority of India's up to $1.9 billion share sale could be launched by end-March, after
BSE Turnover Rs Cr('000) Sensex the steelmaker takes a final decision early next week on lead managers for the offer.
18500 4.0
18400 3.9 Abu Dhabi-based Emke group will invest Rs 600 crore to set up a convention centre and hotel in
3.8 Kerala.The convention centre and hotel complex is coming up in 26 acre land nearby Bolghatty.
18300
3.7
18200 DTH major Dish TV said that it will accept 'Aadhaar' -- a 12-digit unique number issued by the Unique
3.6
18100 Identification Authority of India (UIDAI) -- as a Know Your Customer (KYC) validation for address and
3.5
18000 identity proof.
3.4
17900 3.3 Enterprise communication solutions provider ValueFirst Messaging today said it has raised Rs 70 crore for
17800 3.2 funding its expansion plans.The funding has been made by a wholly-owned subsidiary of the Headland
28-Jan 31-Jan 1-Feb 2-Feb 3-Feb Asian Ventures Fund 3 and New Enterprise Associates (NEA).
Consumer good giant Unilever registered a 15% growth in net profit to 1.04 billion euros ($14.95 billion)
in the October-December quarter of 2010 driven by strong performance in emerging markets like
NSE Turnover Rs Cr('000) Nifty India.The company's turnover increased by 12% from year-earlier to 10.81 billion euros in the fourth
5540 16 quarter ended December 31, 2010.
5520 14
5500 12 Rane Holdings, part of the Rane Group, reported consolidated net profits at Rs 20.31 crore for the quarter
5480 10
5460 88.38 #DIV/0! ending December 31, 2010 up by 75.54% over the corresponding period a year ago.The Chennai-based
8 company reported consolidated net profits at Rs 11.57 crore for the quarter ending December 31, 2009.
5440
5420 6
5400 4 Reliance Industries (RIL) might challenge Chevron's bid for Atlas Energy, according to a letter disclosed
5380 2 by the US natural gas producer in a filing with the regulators.
5360 0
28-Jan 31-Jan 1-Feb 2-Feb 3-Feb Anil Ambani group company Reliance Power (RPower) expects to earn over Rs 2,000 crore for using
energy efficient and environment friendly coal technology at its 4,000 Mw power project at Sasan in
Madhya Pradesh.
`

2. February 4, 2011
Volume: 1 | Issue: 389| November 1, 2010
SECTOR 3-Feb 2-Feb % Change CORPORATE NEWS
Realty 2,276 2,190 3.93
Jet Airways, India's top carrier by market share, plans to repay about Rs 1,000 of debt
Cg 13,390 13,062 2.51 each fiscal and is also looking to prepay some of its high-cost rupee debt. The company
Metal 16,477 16,124 2.19 is looking to prepay its high-cost debt amounting to between Rs 2,000 to 3,000 crore
Bankex 12,112 11,869 2.04 debt, at the earliest. The company has a total debt of around Rs 13,000 crore.
Psu 8,767 8,619 1.71
Oil&Gas 9,611 9,455 1.66 India Infrastructure Finance Company (IIFCL) will lend up to Rs 4,000 crore in January-
Power 2,709 2,666 1.61 March quarter to two government companies -- REC and PFC-- as part of its loan
Auto 8,755 8,635 1.39 refinance business.
Teck 3,776 3,726 1.33
The Power Ministry would send a note to the Cabinet next week to receive approval for
Cd 5,976 5,922 0.91 raising about Rs 7,000 crore through a follow-on public offer of the state-run lending
It 6,403 6,360 0.68 agency Power Finance Corporation, which is likely to come during the first quarter of
Fmcg 3,316 3,301 0.46 the next financial year.
Hc 6,163 6,152 0.18
Sun Pharmaceutical Industries has received an approval from the US health regulator
to sell generic drug galantamine hydrobromide used in treating mild to moderate
Alzheimer's disease, in the American market. The US Food and Drug Administration has
granted its (Sun's) subsidiary an approval for an abbreviated new drug application
(ANDA) to market a generic version of Razadyne ER, galantamine hydrobromide
extended-release capsules.
BSE Upper Circuit Breakers
Company Name 3-Feb 2-Feb % Change The Hinduja Group is in talks with Italian companies, including Autostrada, for
BF Utilities 845.6 704.7 20.00 partnerships as it eyes to tap the infrastructure sector in the country.
Kalyani Invest 1,041.5 868.0 20.00
OMDC 47,580.7 43,255.2 10.00 Jain Irrigation Systems, which makes dehydrated onions, is in advanced talks with
INCA Finlease 494.0 470.5 5.00 two to five entities, including private equity players, to sell 30% stake in its non-banking
0
Symphony 880.2 838.3 5.00 financial venture.
Ambuja Cements reported a 4% increase in its consolidated net profit to Rs 1,262.97
crore for the calendar year 2010, helped by higher production and sales of the key
construction material.
Jindal Poly Films Ltd, a maker of flexible packaging films, is exploring options to raise
BSE Lower Circuit Breakers $200 million for thermal power projects by selling a stake in its unit.
Company Name 3-Feb 2-Feb % Change
Shree Global Trade 260.4 325.5 (20.00) Oracle Financial Services Software has informed the Bombay Stock Exchange that its
Well Pack Papers 12.1 13.4 (10.00) customer in Ireland, Allied Irish Banks plc (AIB), has filed a lawsuit against the company
(5.00) and one of its subsidiaries, in the Irish High Court. AIB is claiming damages of upwards
TCI Finance 111.3 117.1
of Euro 84 million alleging breach of contract, misrepresentation and negligence.
Ensa Steel 13.0 13.6 (5.00)
Blue Coast 257.5 271.0 (5.00) Buoyed by a 42.05% jump in third quarter consolidated net profit, auto parts-maker
Motherson Sumi Systems today plans to invest about Rs 500 crore next fiscal on
initiatives like setting up new units in Brazil, Thailand and South Africa.
State-run Engineers India said its net profit grew 10.25% to Rs 122.45 crore for the
third quarter ended December 31, 2010, over the corresponding period a year ago.The
company had a net profit of Rs 111.06 crore for the same quarter last fiscal.
COMMODITY 3-Feb 2-Feb % Change COMMODITY / CURRENCY NEWS
Crude Oil (USD/bbl) 90.4 90.6 (0.30)
Gold (Rs/10gm) 20,095.0 19,814.0 1.42
Silver (Rs/kg) 44,066.0 43,475.0 1.36 Light Sweet Crude Oil on Thrusday lost 0.30% closing at $90.4 per barrel. Gold closed up
by 1.42% at Rs 20,095 and Silver closed up by 1.36% at Rs. 44,066.
CURRENCY 3-Feb 2-Feb % Change The Indian Rupee closed higher against the dollar at 45.56 as the Indian equity
INR / USD 45.56 45.58 (0.04) benchmarks ended on positive note.
USD / Euro 1.36 1.38 (1.45)
Yen / USD 81.50 81.45 0.06

3. February 4, 2011
Volume: 1 | Issue: 389| November 1, 2010
FUTURES PREMIUM/DISC Cash Futures P/D% ECONOMY / POLICY / GLOBAL NEWS
ADANIPOWER 125.3 127.0 1.32 With rising disposable incomes, expansion of stores and supporting economic
CHENNPETRO 210.1 212.2 1.00 factors, India's retail sector is expected to grow to about $900 billion by
PANTALOONR 291.8 294.7 0.99 2014, according to a report by global consultancy and research firm
CONCOR 1170.8 1,182.3 0.99 PricewaterhouseCoopers (PwC).
GTLINFRA 40.6 41.0 0.99
LICHSGFIN 178.0 179.7 0.98 International Coal Ventures (ICVL), a consortium of five state-run companies, is
NATIONALUM 421.7 395.4 (6.25) optimistic of acquiring two to three coal assets in Australia and Indonesia this year.
SCI 116.6 113.9 (2.27)
Vodafone Group today reported 3% growth in sales to 11.9 billion pounds ($19.29
NTPC 182.3 180.4 (1.07) billion) for the October-December period on the back of strong performances in
RECLTD 263.6 261.7 (0.72) businesses in India, Turkey and the UK.The British mobile operator said its group
AMBUJACEM 125.2 124.3 (0.72) service revenue grew by 2.5% to 11 billion pounds.
DLF 244.0 242.3 (0.68)
Bouyed by robust sales this fiscal, home appliances maker Whirlpool of India today
INSTITUTIONAL ACTIVITY (Rs Cr) 21-Jan 20-Jan YTD said it will invest up to Rs 125 crore on new product development, marketing and
FII Cash Net (835) 38 129,439 enhancing infrastructure in the next fiscal.The company, which posted 49.13%
FII Stock Futures 82 3,999 (12,040) increase in its net profit to Rs 24.10 crore in the quarter ended December
FII Index Futures (814) (923) (10,840) 31, 2010, said it has registered a satisfactory growth despite challenges of surging
commodity prices during the period.
Mutual Fund 28 71 (27,937)
The Committee of Secretaries will meet on February 7 to look into the issue of
VALUATIONS P/E P/B DIV YLD introduction of nutrient-based subsidy (NBS) scheme on urea.
BSE 20.2 3.4 1.2
NSE 20.2 3.4 1.2
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 %
DLF 243.95 7.42 BF Utilities 845.6 19.99 Birla Power 1.24 19.23
Jaiprakash Asso 85.80 6.06 JSL Stainless 101.05 16.62 Kalyani Steel 98.55 17.39
Bharti Airtel 339.80 5.12 Polaris Soft 186 10.16 Graviss Hospitality 29.75 14.2
Hindalco Inds 245.70 4.62 BAJFINANCE 596.95 9.28 Genesys Intl 246.3 11.75
Tata Motors 1,156.15 4.08 National Fert 109.7 8.51 Dhampur Sug Mil 74.5 9.08
TOP 5 FRONTLINE LOSERS TOP 5 MIDCAP LOSERS TOP 5 SMALLCAP LOSERS
Name Rs % Name Rs % Name Rs %
Bajaj Auto 1,211.45 0.51 Shree Global Trd 209.3 -19.62 Well Pack Papers 12.08 -9.99
- - Manappuram Gen 107.85 -6.22 Jupiter Biosc 26.15 -7.27
- - - Mindtree 448.75 -5.78 Relaxo Foot 253.5 -5.88
- - - Prakash Inds 95.9 -5.14 Camlin 47.65 -5.36
- - - Phoenix Mills 191.5 -4.94 Modern India 95.05 -5.33
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
Kalindee Rail Nirman (Eng Crosseas Capital Services Pvt. Ltd. BUY 3.60% 197.5
Subex Manish Vrajlal Sarvaiya SELL 1.23% 84.0
Fiem Industries Fiem Industries Limited SELL 2.57% 176.0
BSE
Vivimed Labs Niraj Rajnikant Shah BUY 4.54% 304.0
Gravita India Crosseas Capital Services BUY 1.50% 266.1
Everonn H P Share Shoppe BUY 2.34% 693.5
XPRO India Chander Kanta SELL 2.30% 70.3
Suryajyoti Spi Dinesh Shah SELL 1.22% 51.0