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1. Sept 9, 2011
Volume: 1 | Issue: 389| November 1, 2010
INDIAN MARKET * 08-Sep 07-Sep % Change COMMENTARY
BSE Sensex 17,166 17,065 0.59 INDIA
NSE Nifty 5,153 5,125 0.55 Markets ended in the green after swinging between gains and losses for the major part of the day as
BSE Midcap 6,490 6,474 0.26 heavyweight Reliance Industries reversed losses and buying interest emerged in the IT shares. Earlier in the
BSE Smallcap 7,359 7,307 0.72 day, the Nifty touched a low of 5,098 in opening trades, tracking subdued Asian peers and recovered
Nifty Junior 10,337 10,333 0.04 thereafter for a brief period. The markets received a fresh jolt around noon after food price index was
reported close to double digits, at 9.6 percent for the second consecutive week, raising concerns that the
CNX Midcap 7,513 7,508 0.06
Reserve Bank of India will continue to maintain a hawkish stance and raise interest rates by another 25 bps
during the policy review next week. The markets reversed trend and turned positive in the latter half of the
day following positive opening in Europe. Finally, the BSE Sensex ended at 17,166, adding 100 points. The
GLOBAL MARKETS 08-Sep 07-Sep % Change NSE Nifty closed at 5,158, up 34 points. Small-Cap and Mid-Cap indices built on early gains in the afternoon
Dow Jones Ind (USA) 11,296 11,415 (1.04) even as Large-Cap peers started advancing. Market breadth was positive, 1,733 stocks advanced, for 1,099
Nasdaq Composite(USA) 2,529 2,549 (0.78) stocks which declined on the BSE.
S&P 500 (USA) 1,186 1,199 (1.09)
FTSE 100 (UK) 5,340 5,319 0.41 GLOBAL MARKETS
DAX (Germany) 5,408 5,404 0.09 US stocks fell 1% on Thursday after Federal Reserve Chairman Ben Bernanke gave no indications of new
Nikkei 225 (Tokyo) 8,793 8,764 0.34 stimulus measures to boost the flagging economy. The Dow Jones industrial average dropped 118 points, or
1.04 percent, to 11,296. The Standard & Poor's 500 Index dropped 12.7 points, or 1.06 percent, to 1,185.8. The
Hang Seng (Hong Kong) 19,913 20,048 (0.67)
Nasdaq Composite Index dropped 19 points, or 0.78 percent, to 2,529. A rise in applications for
Shanghai Comp (China) 2,499 2,516 (0.68)
unemployment benefits reported earlier in the day underscored weakness in the economy.
KOSPI (South Korea) 1,846 1,833 0.70 Asian markets are trading mixed following U.S. President Barack Obama’s USD 447bn plan to spur growth
STI (Singapore) 2,857 2,832 0.87 countered downside risks to Europe’s economy. Nikkei is trading flat, Hang Seng is up 0.3 percent and Strait
MSCI Emerging Market 390 382 2.09 Times is down 0.2 percent. Shanghai is up 0.4 percent after inflation in China eased in August from a three-
MSCI Frontier Market 499 494 1.01 year high, giving policy makers more room to pause monetary tightening as the economy cools and a global
slowdown threatens exports and jobs. SGX Nifty is trading at 5155, down 7 points indicating a flat opening.
BOND MARKETS 08-Sep 07-Sep Change
10yr G-Sec Yield 8.29 8.31 (0.02) CORPORATE/ ECONOMY NEWS
1yr G-Sec Yield 8.30 8.30 0.00 Reliance Communications, India's No 2 mobile phone carrier subscribers-wise, said on Thursday it
LIBOR (6m) 0.39 0.39 0.00 received an order worth Rs 1,400 crore for building and maintaining a data centre for HDFC Bank. The
LIBOR (1m) 0.16 0.16 0.00 contract with HDFC Bank, the country's No. 3 lender, is for 15 years, Reliance Communications said in a
Interbank Call rate 7.9 7.9 0.01 statement.
The tractor unit of Mahindra & Mahindra, which has made steady inroads into the highly competitive
Chinese market to emerge as one of top five brands in the country, has begun construction of a new
BSE Turnover Rs Cr('000) Sensex engine plant in Yancheng City of China's Jiangsu province.
17200 3.5
17100 3.0 Global fashion brand Tommy Hilfiger said it has bought 50% stake in Arvind Murjani Brands which
17000 has sub license for its products in the country. Tommy Hilfiger, which was bought by clothing group
2.5 PVH Corp last year, has also acquired Murjani Group's license for Tommy Hilfiger trademarks in India.
16900
2.0 Tommy Hilfiger has not disclosed terms of the deal.
16800
1.5
16700 REpower, a subsidiary of wind turbine maker Suzlon Energy received a contract to deliver turbines for
16600 1.0
seven wind farms.
16500 0.5
16400 0.0 Anil Gupta, joint president for sales and marketing at Hindalco Industries Ltd has reportedly said that
2-Sep 5-Sep 6-Sep 7-Sep 8-Sep Aluminum production capacity in India will be 3.6mn to 3.7mn metric tons by 2013, up from 1.3mn to
1.6mn tons.
Shares of index bellwether and oil & gas major Reliance Industries Ltd. (RIL) rebounded from intraday
NSE Turnover Rs Cr('000) Nifty lows after the company clarified its position on the CAG report on the KG-D6 Block off the east coast.
5200 14 The Government tabled the CAG report on Hydrocarbon Production Sharing Contracts (PSC), including
5150 13 RIL's showpiece exploration block in the Parliament
5100 88.38 13
#DIV/0! Food inflation fell to a single-digit at 9.55% for the week ended August 27 after breaching the double-
5050 12 digit mark in the previous week, with prices of all items, barring pulses and wheat, going up on an
annual basis. Food inflation, as measured on the basis of the Wholesale Price Index (WPI), stood at
5000 12 10.05% in the previous week. The rate of price rise of food items was 14.76% in the corresponding
4950 11 week of 2010.
4900 11
2-Sep 5-Sep 6-Sep 7-Sep 8-Sep

2. Sept 9, 2011
Volume: 1 | Issue: 389| November 1, 2010
SECTOR 08-Sep 07-Sep % Change CORPORATE NEWS
CD 6,696 6,565 1.99% Shares of Ranbaxy Laboratories Ltd. touched a three-month high after media reports
IT 5,066 4,990 1.52% suggested that the Company aims to start selling the generic version of Pfizer Inc.’s
OIL&GAS 8,821 8,698 1.42% blockbuster drug Lipitor on schedule, in November.
TECk 3,213 3,181 1.00%
CG 12,577 12,467 0.88% Info Edge (India) Ltd has announced that the Company proposes to invest an
additional amount of Rs. 200 mn through a mix of equity and convertible preference
HC 6,049 6,004 0.75%
shares in Applect Learning Systems Private Limited, which is engaged in online
BANKEX 11,365 11,283 0.73%
education and assessment business through it website meritnation.com. The Company
AUTO 8,832 8,795 0.43% had invested Rs. 115 million in earlier rounds of funding in the aforesaid business.
REALTY 1,813 1,807 0.34%
POWER 2,247 2,252 -0.23% Suzlon Energy reported that the company's German unit REpower Systems has
FMCG 3,967 3,978 -0.27% received contracts from seven communities in Germany's Northern Friesland region to
PSU 7,758 7,780 -0.28% deliver 47 wind turbines.
METAL 12,707 12,796 -0.69%
The European Central Bank (ECB) on Thursday left its key lending rate unchanged as
leaders of the region continue to struggle in finding a lasting solution to the sovereign
debt crisis. The decision was widely expected by markets and economists. The ECB’s
Governing Council left the repo rate at 1.5% yesterday following a quarter-point hike at
its July meeting.
BSE Upper Circuit Breakers Vivanta by Taj (Indian Hotels), the 5-star hospitality brand positioned in the upper-
Company Name 08-Sep 07-Sep % Change upscale segment and a part of Taj Hotels Resorts & Palaces is all set to open five more
Ankur Drugs 34 29 20.00 properties this year across the country. The hospitality major has already opened two
Hindustan Dorr 45.3 37.8 20.00 properties this year. While it opened one in Srinagar earlier in the year, it inaugurated
Nectar Life 23.1 19.3 20.00 the Vivanta by Taj - Yeshwantpur in Bangalore on Thursday.
S KumarsCom 4.2 3.5 20.00 0
Triveni Glass-$ 7.1 5.9 20.00 Realty giant DLF may approach the Competition Appellate Tribunal (Compat) next
week to challenge an order by competition watchdog CCI to pay a Rs 630 crore penalty
for abuse of dominant market position. The company is considering challenging the
order on the basis of the Competition Commission of India's (CCI) classification of DLF as
a "dominant player" in the relevant market, as well the competition watchdog's
jurisdiction over the matter.
BSE Lower Circuit Breakers State-run SAIL's massive expansion drive to increase its steel production capacity to
Company Name 08-Sep 07-Sep % Change 21.40 million tonnes per annum (MTPA) at an investment of Rs 61,870 crore is expected
Polytex India 216.0 227.4 (5.00) to be completed by 2012-2013.
Rajdhani Leas 132.2 139.2 (5.00)
(5.00) Efforts to finalise a $2 billion-plus bid by India's GVK Power & Infrastructure for two
Regal Entert 8.0 8.4
Australian coal mines owned by Hancock Prospecting have been delayed due to
Rhodia Specialty 389.2 409.7 (5.00)
differences over valuation
Sowbhagya Media 26.7 28.1 (5.00)
The Reserve Bank of India has told private lender Axis Bank that the proposed
acquisition of Enam's broking and investment banking businesses has to be an all-cash
deal. The Rs 2,067-crore deal, pending since last November, was jointly announced by
Axis and Enam.
Expanding its footprint in Africa, Bharti Airtel will operate 2G and 3G mobile services in
Rwanda for which it has announced an investment of USD 100 million in the next three
years.
COMMODITY 08-Sep 07-Sep % Change COMMODITY / CURRENCY NEWS
Brent Crude Oil (USD/bbl) 115 115 0.13
2.28 Brent Crude Oil ended higher at $115 per barrel. Gold ended higher by 2.28 percent at
Gold (Rs/10gm) 27,838 27,217
Rs 27,838 and Silver closed down by 1.51 percent at Rs 65,650.
Silver (Rs/kg) 65,650 66,655 (1.51)
CURRENCY 08-Sep 07-Sep % Change The Indian Rupee closed lower against the dollar at Rs 46.24 as the Indian equity
INR / USD 46.24 46.07 0.37 benchmarks ended on a positive note.
USD / Euro 1.40 1.40 -
Yen / USD 77.24 77.34 (0.13)

3. Sept 9, 2011
Volume: 1 | Issue: 389| November 1, 2010
FUTURES PREMIUM/DISC Cash Futures P/D% ECONOMY / POLICY / GLOBAL NEWS
MLL 24.5 27.8 13.27 President Barack Obama called on Congress to pass a jobs plan that would inject $447
ABAN 362.3 406.7 12.24 billion into the economy through infrastructure spending, subsidies to local
SKUMARSYNF 44.4 49.6 11.60 governments to stem teacher layoffs and cutting in half the payroll taxes paid by
FSL 12.1 13.0 7.88 workers and small-business owners. The package is heavily geared toward tax cuts,
APIL 524.0 564.2 7.67 which account for more than half the dollar value of the stimulus
NMDC 218.6 230.0 5.22
SCI 88.7 86.2 (2.82) Worldwide PC sales growth is estimated to be 352 million units this year, just 3.8%
BGRENERGY 342.0 333.4 (2.53) increase from 2010 and much lower than the earlier projection, according to IT
AMBUJACEM 149.5 145.8 (2.51) research and advisory firm Gartner. PC shipments by the end of 2012 are expected to
IOC 317.0 309.3 (2.44) reach 404 million units, 10.9% increase from 2011, Gartner said in a statement on its
latest preliminary forecast.
PTC 75.1 74.0 (1.46)
DJIA 11355.0 11,207.5 (1.30)
Hitachi Data Systems (HDS), a wholly owned subsidiary of Hitachi, yesterday said it has
acquired network storage firm BlueArc Corp for an undisclosed amount.
INSTITUTIONAL ACTIVITY (Rs Cr) 25-Aug 25-Aug YTD
FII Cash Net -96.6 -1494 2,994 The Australian unemployment rate rose to 5.3% in August from 5.1% in July on a
FII Stock Futures -126.3 382.47 777 seasonally-adjusted basis, the Australian Bureau of Statistics reported. Economists
FII Index Futures 594.26 -179.53 9,784 had forecast an unemployment rate of 5.1%. This was the highest unemployment rate
Mutual Fund -50.7 202.5 5,999 since October 2010. Employment dropped 9.7% to 11.4 million, while unemployment
rose 18.4% to 0.6 million.
VALUATIONS P/E P/B DIV YLD
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 %
Cipla 291.1 2.94 Madras Cements 99.2 8.89 Hindustan Dorr 45.3 20.00
RIL 853.5 2.62 Delta Corp 105.3 7.94 Nectar Life 23.1 20.00
Tata Motors 789.0 2.59 VIP Inds 982.8 7.60 Hanung Toys 121.3 13.15
Wipro 338.0 2.58 KEC Intl 62.5 6.03 MidValley Entertainment 122.0 10.86
ICICI Bank 919.3 2.51 JUBILANT 210.2 5.95 Andrew Yule 22.3 10.12
TOP 5 FRONTLINE LOSERS TOP 5 MIDCAP LOSERS TOP 5 SMALLCAP LOSERS
Name Rs % Name Rs % Name Rs %
Jindal Steel 553.5 -1.57 Eicher Motors 1397.9 -4.82 Bhansali Engr 24.9 -19.84
Coal India 386.0 -1.35 HT Media 142.8 -4.45 Shree Ashtavina 5.5 -8.47
Tata Power 1024.8 -1.34 Anant Raj Inds 65.5 -4.24 SML Isuzu 385.3 -5.45
Tata Steel 492.7 -1.05 Motherson Sumi 202.8 -4.16 Modern India 37.1 -4.99
BHEL 1772.8 -0.97 Spicejet 25.5 -4.14 Prabhav Inds 90.7 -4.98
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