Get daily information about nifty, sensex, DOW, NASDAQ, CAC, DAX, FTSE, NIKKIE, HANG SENG, and EW ALL SHARE. Narnolia Securities Limited Market Diary 27.01.2014
Get daily information about nifty, sensex, DOW, NASDAQ, CAC, DAX, FTSE, NIKKIE, HANG SENG, and EW ALL SHARE. Narnolia Securities Limited Market Diary 27.01.2014
Pooja 9892124323 : Call Girl in Juhu Escorts Service Free Home Delivery
Get daily information about nifty, sensex, DOW, NASDAQ, CAC, DAX, FTSE, NIKKIE, HANG SENG, and EW ALL SHARE. Narnolia Securities Limited Market Diary 27.01.2014
1. 27th Jan 2014
MARKET DIARY
SGX NIFTY : 6163 (
106 pts Down )
Quote of The Day
"The key to making money in stocks is
not to get scared out of them."
Peter Lynch
MARKET
Name
Sensex
Nifty
DOW
NASDAQ
CAC
Value
21133.56
6266.75
15879.11
4128.17
4161.47
Change
(240.11)
(78.90)
(318.72)
(90.71)
(119.46)
DAX
FTSE
NIKKIE
HANG SENG
9392.02
6663.74
14967.63
21884.88
(239.02)
(109.54)
(423.93)
(565.18)
EW ALL SHARE
9963.74
(141.98)
Chart of the Day
Market Inflows Trend
INSTITUTIONAL TURNOVER
FII
Investor
Buy(Cr.)
Sale(Cr.)
Net(Cr.)
24th Jan, 14
3136.11
3,367.07
(230.96)
Jan,14
2014
Index Action-Nifty (24th Jan, 14)
50119.60
50119.60
47,951.23
47,951.23
2168.37
2168.37
DII
Investor
Contents
News
Management Tweets
Economic calendar
Result Calendar
Result Q3FY14
Page
2
Coverage
UPDATE
3
UPDATE
3
UPDATE
4 to14
15
UPDATE
UPDATE
Sale(Cr.)
Net(Cr.)
24th Jan, 14
Jan,14
2014
Index
Buy(Cr.)
1093.35
17275.45
17275.45
1,171.40
20,502.90
20,502.90
(78.05)
(3227.45)
(3227.45)
COMMODITY PRICE
COMMODITY/CURRENCIES
Value
GOLD
29519.00
SILVER
44691.00
CRUDEOIL
107.72
↑
↓
↑
COPPER
NATURALGAS
455.50
318.80
↑
↑
DOLLAR/RS.
EURO/RS.
POUND/RS.
62.66
85.75
103.40
↑
↑
↑
Narnolia Securities Ltd.
124, 1st floor 7/1, Lords Sinha Road Kolkata -700071. Ph 033-22821500/01/02/03/04 Mob : 9830013196
email: research@narnolia.com, website : www.narnolia.com
2. Markets Snapshot
Top Price Performers
Top Performers
Top Performers 1D
% Change
Top Performers 1W
% Change
HIKAL
12.73
NUCLEUS
41.68
1M
INFODRIVE
% Change
DHANUS
12.50
SUDAR
33.05
FCSSOFT
91.30
OUDHSUG
KALINDEE
10.61
10.11
SHARRESLTD
TATASPONGE
30.66
28.26
BVCL
ENTEGRA
89.69
83.88
EICLLTD
8.52
NEWINFRA
27.43
CLASSIC
82.83
111.05
Worst Price Performers
Worst Performers
1D
% Change
Worst Performers
1W
% Change
Worst Performers
1M
% Change
RANBAXY
(19.33)
STRAUSIND
(22.63)
GLOBALCA
(68.89)
ONELIFECAP
(13.08)
RAIREKMOH
(22.07)
TUNITEX
(54.24)
STRAUSIND
(12.19)
NETWORK
(22.06)
INDINFO
(47.96)
SHARRESLTD
(9.40)
COROENGG
(22.01)
MURLIIND
(37.75)
NAUKRI
(8.71)
GOENKA
(21.96)
STRAUSIND
(35.64)
Top News :
• Vakrangee Ltd announced that RBI has granted vakrangee the final authorization of the whitelabel ATM ( WLA) License . Under the said
license , Vakrangee is entitled to set up and run min 15000 ATM's across the country in the next three year.
• The Board of Directors of Coromandel International Limited (Coromandel) and the Board of Directors of Sabero Organics Gujarat Limited
(SOGL), a subsidiary of Coromandel, have approved merger of SOGL with Coromandel through a Scheme of Amalgamation . the Board of
Directors of Coromandel International Limited (Coromandel) and the Board of Directors of Sabero Organics Gujarat Limited (SOGL), a subsidiary
of Coromandel, at their respective meetings held on January 24, 2014, have approved merger of SOGL with Coromandel through a Scheme of
Amalgamation . Coromandel, along with its wholly owned subsidiary Parry Chemicals Limited (PCL), holds 74.90% equity stake in SOGL. Public
shareholders of SOGL will be issued shares in Coromandel in the ratio of 5 (five) equity shares of Re. 1 each of Coromandel for every 8 (eight)
equity shares of Rs. 10 each of SOGL in terms of the Scheme. The shares held by Coromandel and PCL in SOGL shall get extinguished.
• SPARC Announces India Approval for Paclitaxel Injection Concentrate for Nanodispersion (PICN) . Sun Pharma Advanced Research Company
(SPARC) announced that its licensee has received an approval from the Drug Controller General of India (DCGI) for Paclitaxel Injection
Concentrate for Nanodispersion (PICN), indicated for the treatment of metastatic breast cancer.
• Bajaj Finance is targeting to raise Rs 2,500 crore through a fixed deposit scheme in the next three years to strengthen its nascent wealth
management business. Company will offer products in maturities ranging from one year to five years and offer an interest rate of up to 10 per
cent .
• Heromotorcorp , is set to start its fourth plant at Neemrana in Rajasthan in the next few weeks, even as several automotive companies prune
production in the sluggish domestic market. With the company also likely to commence work on its fifth plant at Halol in Gujarat soon, the total
annual installed capacity of Hero is expected to go close to 10 million units by the financial year 2017-18.
• Bharat Petroleum Corporation Ltd (BPCL) plans to spend about Rs 13,000 crore on expanding its Numaligarh refinery in Assam by 2017-18.
BPCL plans to expand the Numaligarh refinery to 9 million tonnes from the current 3 million tonnes .
• British Bankers’ Association said that BAA mortgage approvals rose to a seasonally adjusted 46.5K, from 45.4K in the preceding month whose
figure was revised up from 45.0K. Analysts had expected BAA mortgage approvals to rise to 47.2K last month.
• Instituto Nacional de Estadistica said that Spanish PPI rose to a seasonally adjusted 0.6%, from -0.5% in the preceding month whose figure
was revised up from -0.6%. Analysts had expected Spanish PPI to rise to -0.5% last month.
• Istat said that Italian Retail Sales remained unchanged at 0.0%, from -0.1% in the preceding month. Analysts had expected Italian Retail Sales
to rise 0.4% last month.
3. Management Tweets :
• M&M Fin Mgt Guideline : Company is hopeful of seeing recovery in the fourth quarter of the current financial year . Company expect to
maintain market share for the full year. The Reserve Bank of India (RBI) said that rules for restructuring loans by non-banking financial
companies will be the same as those of banks. The central bank also said a special classification benefit will be provided to corporate debt
restructuring cases, including small and medium enterprises, until the end of March 2015.
• Indian Bank Mgt Guideline : Bank expect NIM to be in range of 2.7 percent and net NPAs to be at current levels going ahead . Mgt is adding
that the slippages in Q4 could be lower than Q3. The bank’s overall fresh NPL (non-performing loans) addition has been less than the recoveries
and the total loans sold to asset reconstruction companies (ARCs) over the last 9 months stand at Rs 582 crore .
• Bajaj Electricals Mgt Guideline : Company is hopeful of seeing a turnaround in their engineering & projects (E&P) business segment in FY15
after completion of all their earlier projects . The company is confident of clocking a 22 percent revenue growth for FY14 and similar growth in
FY15 too .
• Torrent Pharmaceuticals Mgt Guideline : It expects to launch 8 to 10 products in US market in FY 15. It is looking for strong-front end
partner for product launches. There is no pickup in the approval process from the ANVISA Brazil. The filing and approval process will take around
36 months with the Brazil regulatory agency. The IPM growth was 5%, Covered Market growth was 5%, and Torrent growth was 12% during the
quarter. The Brand Building by focusing on the Brands through divisionalisation and New Product Introductions including filling of its Portfolio
Gaps are the key growth drivers going forward. The estimated total Debt outstanding by FY 14-15 is Rs 2600 crore. The corresponding gearing
ratio is likely to be 1.30 (approx). The Acquisition is expected to be cash accretive by 2ndyear & EPS accretive by 3rdyear. The fall in tax rate is
one-off and expects tax rate expected to be 20-22% for the FY'14. The Capex for Dahez facility will be 225-250 crore for the FY'14 and will be
spent similar levels for the FY'15.
• Zee Entertainment Mgt Guideline : The mgmt said that going forward company will be growing more or less with the Industry. subscription
revenues improved 11% YoY, it remained flat QoQ as negotiations on Phase I markets are still under way. Hence, subscription revenues are the
same as last quarter. However, the mgmt guided that negotiations would be concluded by the end of this fiscal. Going forwards, the mgmt
expects growth in subscription revenue in mid to high teens. Sports losses were higher this quarter due to the South Africa series. Q4 will see fall
in sport losses. There are no India centric cricket series in FY15, losses would eventually come down . The mgmt said that FY15 will saw
incremental cost going up for niche channels and sport business. The blended OPM is expected to be around 22% to 25%.
• Hatsun Agro Mgt Guideline : Company is confident of maintaining its margins at around 9 percent levels going ahead . Mgt said that its
branded business is overtaking commodity business leading to margin improvement. In FY14-FY15 we are expecting growth of 25-30 percent on
the topline and the bottomline probably depends on our product portfolio. In the next fiscal year, expansion maybe in the region of about Rs
220 crore. There are accruals and we can take loans. The net worth of the company will be more than Rs 200 crore this year.
• MBL Infra Mgt Guideline : Company is hopeful of closing FY14 with revenues of over Rs 1,750 crore and clock profits worth Rs 75 crore. The
company expects to earn operational margins of 11-14 percent from these orders. Company said recent five orders wins include two strategic
orders from government of West Bengal and three repeat orders from its existing clients .
Economic Calendar
Monday
27-Jan-14
Tuesday
28-Jan-14
Wednesday
29-Jan-14
US
New Home Sales .
Core Durable Goods Orders m/m ,
Durable Goods Orders m/m , S&P/CS
Composite-20 HPI y/y , CB Consumer
Confidence , Richmond Manufacturing
Index .
Crude Oil Inventories , FOMC Statement ,
Federal Funds Rate .
UK/EURO
ZONE
CBI Realized Sales , Nationwide HPI
m/m .
Italian Monthly Unemployment Rate ,
Prelim GDP q/q , Index of Services
3m/3m , Italian Prelim CPI m/m .
GfK German Consumer Climate , German
Prelim CPI m/m , M3 Money Supply y/y ,
Private Loans y/y , Retail PMI , German 30y Bond Auction .
INDIA
RBI Third Quarter Review
Thursday
30-Jan-14
Friday
31-Jan-14
Core PCE Price Index m/m , Employment
Advance GDP q/q , Unemployment Claims , Cost Index q/q , Personal Spending m/m ,
Advance GDP Price Index q/q , Pending Home
Personal Income m/m , Chicago PMI ,
Sales m/m , Natural Gas Storage .
Revised UoM Consumer Sentiment ,
Revised UoM Inflation Expectations .
German Import Prices m/m , Spanish Flash
GDP q/q , German Unemployment Change ,
Net Lending to Individuals m/m , M4 Money
Supply m/m , Mortgage Approvals .
German Retail Sales m/m , French
Consumer Spending m/m , CPI Flash
Estimate y/y , Unemployment Rate .
4. Result Calendar Q3FY14
Bse Code
532921
533096
532683
532331
506767
532480
506166
532493
531310
531340
512313
519600
505230
501148
519588
500120
500495
512127
530743
500670
514370
500696
522064
532822
531968
511628
512329
531960
531543
505750
535648
533790
531612
505283
507598
526423
533210
504258
513605
531164
501471
531319
506261
520059
526576
532504
534190
511702
531870
Company Name
Adani Ports
ADANI POWER
AIA Engineering
Ajanta Pharma
Alkyl Amines-$
Allahabad Bank
Apis India
Astra Micro
Available Fin
Bervin Invest
Bijlee Textiles
CCL Products
Cimmco
Dalal Street Inv
DFM Foods
Diamines & Chem-$
Escorts
ETP Corporation
GEI Indl
Guj Nar Val
Harsh Polymers
Hindustan Unilever
Honda Siel Power
Idea Cellular
IITL PROJ
IMCAP
Jarigold Tex
Jindal Online
Jindal World
Josts Engr
Just Dial
KGN Enterprises
KGN Inds
Kirloskar Pneu
KLRF
Kriti Inds-$
KRITI NUTRI
Lakshmi Elect
Lanco Inds
Laser Diamonds
Mack Trading
Maruti Sec
Modison Metals-$
Munjal Auto
Nath Seeds
NAVIN FLUORI-$
Olympic Cards
Parsharti Inv
Popular Est
Date
27-Jan-14
27-Jan-14
27-Jan-14
27-Jan-14
27-Jan-14
27-Jan-14
27-Jan-14
27-Jan-14
27-Jan-14
27-Jan-14
27-Jan-14
27-Jan-14
27-Jan-14
27-Jan-14
27-Jan-14
27-Jan-14
27-Jan-14
27-Jan-14
27-Jan-14
27-Jan-14
27-Jan-14
27-Jan-14
27-Jan-14
27-Jan-14
27-Jan-14
27-Jan-14
27-Jan-14
27-Jan-14
27-Jan-14
27-Jan-14
27-Jan-14
27-Jan-14
27-Jan-14
27-Jan-14
27-Jan-14
27-Jan-14
27-Jan-14
27-Jan-14
27-Jan-14
27-Jan-14
27-Jan-14
27-Jan-14
27-Jan-14
27-Jan-14
27-Jan-14
27-Jan-14
27-Jan-14
27-Jan-14
27-Jan-14
Bse Code
506107
511016
526247
501154
512309
531324
515043
517320
505141
522034
500387
530445
590071
530883
531003
517385
519091
500408
532398
532144
514162
512297
513713
500095
513513
530133
526433
500059
506981
501430
517544
526315
523736
531471
523754
512439
502865
526679
513108
511676
590085
531477
505576
530655
532482
508486
524669
531253
532240
Company Name
Precious Trad
Premier Cap
Premier Expl
Rose Invest
Rosekamal Tex
Roselabs Fin
Saint Gobain
Savant Info
Scooters India
Shanthi Gears
Shree Cement
Sumeru Inds
Sundaram Fin
Super Crop
Swarna Sec
SYMPHONY
Tasty Bite
Tata Elxsi
UMESL
WELCORP
Welspun India
Wheel & Axle
White Diamond
Wyeth
Aditya Ispat
Amco India-$
ASM Tech
Binani Inds
Blue Chip Tex
Bombay Cycle
Centum Elect
Divyashakti
DPTL-$
Duke Offshore
EPC Industrie
Esquire Money
Forbes & Co-$
Galore Print
Gandhi Spec-$
GIC Housing
Gloster
Goa Fruit
GOLDCORP
Goodluck Steel
Granules India-$
Hawkins Cook-$
Hester Bio
India Gelatine-$
India Nippon
Date
27-Jan-14
27-Jan-14
27-Jan-14
27-Jan-14
27-Jan-14
27-Jan-14
27-Jan-14
27-Jan-14
27-Jan-14
27-Jan-14
27-Jan-14
27-Jan-14
27-Jan-14
27-Jan-14
27-Jan-14
27-Jan-14
27-Jan-14
27-Jan-14
27-Jan-14
27-Jan-14
27-Jan-14
27-Jan-14
27-Jan-14
27-Jan-14
28-Jan-14
28-Jan-14
28-Jan-14
28-Jan-14
28-Jan-14
28-Jan-14
28-Jan-14
28-Jan-14
28-Jan-14
28-Jan-14
28-Jan-14
28-Jan-14
28-Jan-14
28-Jan-14
28-Jan-14
28-Jan-14
28-Jan-14
28-Jan-14
28-Jan-14
28-Jan-14
28-Jan-14
28-Jan-14
28-Jan-14
28-Jan-14
28-Jan-14
16. N arnolia Securities Ltd
402, 4th floor 7/ 1, Lord s Sinha Road Kolkata 700071, Ph
033-32011233 Toll Free no : 1-800-345-4000
em ail: research@narnolia.com ,
w ebsite : w w w .narnolia.com
Risk Disclosure & Disclaimer: This report/message is for the personal information of
the authorized recipient and does not construe to be any investment, legal or taxation
advice to you. Narnolia Securities Ltd. (Hereinafter referred as NSL) is not soliciting any
action based upon it. This report/message is not for public distribution and has been
furnished to you solely for your information and should not be reproduced or
redistributed to any other person in any from. The report/message is based upon publicly
available information, findings of our research wing “East wind” & information that we
consider reliable, but we do not represent that it is accurate or complete and we do not
provide any express or implied warranty of any kind, and also these are subject to change
without notice. The recipients of this report should rely on their own investigations,
should use their own judgment for taking any investment decisions keeping in mind that
past performance is not necessarily a guide to future performance & that the the value of
any investment or income are subject to market and other risks. Further it will be safe to
assume that NSL and /or its Group or associate Companies, their Directors, affiliates
and/or employees may have interests/ positions, financial or otherwise, individually or
otherwise in the recommended/mentioned securities/mutual funds/ model funds and
other investment products which may be added or disposed including & other mentioned
in this report/message.