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1. Sept 13, 2011
Volume: 1 | Issue: 389| November 1, 2010
INDIAN MARKET 12-Sep 09-Sep % Change COMMENTARY
BSE Sensex 16,502 16,867 (2.17) INDIA
NSE Nifty 4,942 5,060 (2.32) It was a manic Monday on Dalal-Street, as the NSE Nifty plunged over 100 points starting off an eventful
BSE Midcap 6,317 6,435 (1.84) week on a bad note. It was the second successive trading session where the Indian markets closed with
BSE Smallcap 7,168 7,304 (1.86) heavy losses. The NSE Nifty ended below the 5000 mark, while the BSE Sensex just managed to close above
Nifty Junior 9,948 10,200 (2.46) the 16500 mark. Markets opened with a gap down, tracking overnight losses in the US and the Asian
CNX Midcap 7,236 7,414 (2.40) markets. As the day progressed, disappointing IIP data further dampened the sentiment. The Industrial
Production for the month of July fell to 3.3% against market expectation of 6.6%. The capital Goods index
was the most hit, as some of the important items of capital goods showed highly negative growth during the
current month and thus contributing to the low growth of the overall index for the month. Stocks like
GLOBAL MARKETS 12-Sep 09-Sep % Change L&T, Crompton Greaves fell over 3% each, while BHEL declined by 1.5%. Among the other major laggards
Dow Jones Ind (USA) 11,061 10,992 0.63 were BSE Metal, BSE IT and Realty index which fell over 3% each. Even the Mid-Cap and the Small-Cap index
Nasdaq Composite(USA) 2,495 2,468 1.09 fell 1.9% each. Finally, the BSE Sensex ended at 16,502, losing 365 points. The NSE Nifty closed at 4,942, down
S&P 500 (USA) 1,163 1,154 0.73 117 points.
FTSE 100 (UK) 5,130 5,215 (1.63) The BSE market breadth remained extremely negative with 1,952 shares on the declining side and 737 on the
DAX (Germany) 5,072 5,190 (2.27) advancing side. Around 2,770 shares have been traded so far.
Nikkei 225 (Tokyo) 8,536 8,738 (2.31)
Hang Seng (Hong Kong) 19,031 19,866 (4.21) GLOBAL MARKETS
Shanghai Comp (China) 2,498 2,499 (0.05) U.S. stocks advanced, erasing earlier losses, as speculation that China may invest in Italy triggered a rally that
lifted the Dow Jones Industrial Average more than 200 points in the last 45 minutes of trading. The S&P 500
KOSPI (South Korea) 1,813 1,813 0.00
advanced 0.7 percent to 1,1623, after retreating 1.6 percent earlier. The Dow increased 68.99 points, or 0.6
STI (Singapore) 2,744 2,825 (2.89) percent, to 11,061.
MSCI Emerging Market 384 392 (2.04)
MSCI Frontier Market 498 502 (0.80) Asian markets have opened up in green on back of the pull back in the US markets overnight. Nikkei is up by
0.25%. Straits Times is up close to a percent. Hang Seng is closed for the day. SGX Nifty is also up 22 points
trading at 4965 suggesting a soft opening for our markets too.
BOND MARKETS 12-Sep 09-Sep Change
10yr G-Sec Yield 8.29 8.29 0.00 CORPORATE/ ECONOMY NEWS
1yr G-Sec Yield 8.34 8.30 0.04 Industrial growth fell to a meagre 3.3% in July this year on account of poor performance mainly
LIBOR (6m) 0.39 0.39 0.00 by capital goods, manufacturing and mining sectors, reflecting sluggishness in the economy. Growth
LIBOR (1m) 0.16 0.16 0.00 in the factory output, as measured in terms of the Index of Industrial Production (IIP), had stood at 9.9%
Interbank Call rate 8.0 8.0 0.04 in July last year. During the April-July period of this fiscal, IIP growth stood at 5.8%, as against 9.7% in
the corresponding four-month period last year.
Pipavav Shipyard will set up a joint-venture company with Mazagon Dock under the name Mazagon
BSE Turnover Rs Cr('000) Sensex Dock Pipavav Ltd to build warships. Mazagon Dock which is controlled by Ministry of Defence
17400 3.5 (Government of India) selected the Pipavav as its JV partner. The board of Pipavav Shipyard today
17200 3.0 approved setting up of the JV company.
17000 2.5 Movie distributor Eros International Plc said it signed a multi-film agreement with KT Corp, South
16800 2.0 Korea's second-largest mobile carrier, to showcase 50 of its film titles on multiple digital platforms. Eros
16600 1.5 said KT-owned Olleh TV would showcase 50 films from the company's library, including Chalo Dilli
16400 1.0 (Let's Go To Delhi), No Problem and London Dreams, as per the revenue-sharing agreement.
16200 0.5 Suzuki Motor Corp said on Monday that it plans to end its capital and business alliance with
16000 0.0 Volkswagen, and that it will ask Volkswagen to sell its stake in it. The announcement comes after
6-Sep 7-Sep 8-Sep 9-Sep 12-Sep Volkswagen said Suzuki's decision to source diesel engines from Fiat infringed on the terms of their
partnership. Volkswagen holds a 19.9% stake in Suzuki, while Suzuki holds a 1.5% stake in Volkswagen.
State Bank of India, Chairman Pradip Chaudhary has reportedly said that it hopes to launch rights
NSE Turnover Rs Cr('000) Nifty issue by December. The report stated that the company expects government nod on rights issue
5200 14 shortly.
5150 12
5100 10 Tata Consultancy Services, a leading IT services, business solutions and consulting firm, announced
5050 88.38 #DIV/0! the launch of the TCS Global Center of Excellence (CoE) in support of SAP HANA appliance software at
8
5000 the SAP TechEd 2011 Las Vegas conference.
6
4950
4900 4 MARG Limited is foraying into the fabrication of wagon with a new order win from Braithwaite & Co.
4850 2 Ltd (BCL). MARG EPC’s Industrial Project division has bagged the order worth Rs 37.66 Crore from
Braithwaite & Co. Ltd which includes fabrication and assembly of 247 Nos of BTFLN wagon in the
4800 0
workshop of BCL including supply of components and consumables except raw steel.
6-Sep 7-Sep 8-Sep 9-Sep 12-Sep

2. Sept 13, 2011
Volume: 1 | Issue: 389| November 1, 2010
SECTOR 12-Sep 09-Sep % Change CORPORATE NEWS
FMCG 3,953 3,960 -0.18% GTL Ltd has clarified that the lenders of GTL Infrastructure have agreed to clear a
HC 5,957 5,983 -0.45% proposal to restructure its debt. The Company is in dialogue with potential investors
PSU 7,544 7,665 -1.59% including Viom networks and some private equity players. Earlier the news item was
OIL&GAS 8,478 8,618 -1.62% appeared in a leading financial daily titled "Lenders to Clear GTL's Debt Recast".
POWER 2,162 2,206 -2.01%
-2.13% The country's 12th five-year plan aims for a 9% growth in gross domestic product, Prime
CG 12,171 12,436
Minister Manmohan Singh said yesterday.
AUTO 8,537 8,754 -2.47%
BANKEX 10,756 11,098 -3.08% Japanese electronics and appliances maker Panasonic yesterday said its Indian
TECk 3,056 3,154 -3.12% operations are expected to contribute about 5% to its global sales by 2015 driven by local
REALTY 1,721 1,776 -3.13% manufacturing, exports and enhanced R&D capabilities.
IT 4,788 4,950 -3.27%
METAL 11,888 12,306 -3.39% After a day's halt, work at the proposed Posco steel plant site in Orissa's Jagatsinghpur
CD 6,490 6,721 -3.43% district was in progress today with people's cooperation, official sources reported.
Workers of Maruti Suzuki India's (MSI) first plant at Manesar yesterday approached
district authorities here seeking intervention to bring an end to the impasse that has
resulted in production being affected since August 29. Around 1,500 workers also took
out a protest rally near the mini secretariat here demanding that the company
management should not force them to sign a good conduct bond.
BSE Upper Circuit Breakers
Company Name 12-Sep 09-Sep % Change Reliance Broadcast Network Ltd., one of India’s youngest entertainment media
SHALIMAR PAINTS 533 485 10.00 conglomerates marked its entry into the television business with its joint venture with US’
MAHAVEER INFOWAY 18.6 16.9 10.00 No. 1 television broadcaster CBS Studios international, launching 3 premium
Rupa & Company 212.3 202.2 5.00 entertainment channels beginning November 2010. In quick succession, in April 2011, the
Company also launched its first Indian language channel BIG MAGIC exclusively catering
Sheetal Diam 21.0 20.0 5.00 0
to the core Hindi heartland- UP,MP, Bihar & Jharkhand.
Wallfort Fin 36.8 35.0 5.00
L&T Finance has entered into a strategic partnership with National Collateral
Management Services Limited (NCMSL), a major agri-infrastructure player, for collateral
management and warehousing services. The objective of these services will be to assist
industries, traders and farmers in financing their working capital requirements at all
stages of the supply chain, ranging from pre-harvesting to the marketing and export
BSE Lower Circuit Breakers stages.
Company Name 12-Sep 09-Sep % Change
State-owned refiner Bharat Petroleum Corp Ltd will increase its naphtha exports by 12.5
PARENTERAL DRUGS 108.7 120.7 (10.00)
percent to 1.8 million tonnes next year when its new refinery ramps up operation, a senior
URJA GLOBAL 37.1 41.2 (10.00) company official reported.
Kirloskar Industries 287.1 302.2 (5.00)
POLYTEX INDIA 195.0 205.3 (5.00) Indian power companies have slowed down project implementation and are unable to
BLUE COAST HOTELS 206.0 216.8 (5.00) operate new plants at targeted capacity, which may lead to defaults of over Rs 135,000
crore from the sector that is battling low tariffs, scarce fuel and land acquisition problems.
India has witnessed an over 25 per cent increase in air traffic in the last two years with
Kingfisher emerging as the number one carrier. According to the data received by an RTI
filing with the DGCA, the number of passengers travelling by air are increasing and there
has been an increase of 25.42 per cent over the last two years. Among all the air carriers
in India, Kingfisher topped the list carrying nearly 9.61 lakh passengers for the month of
July 2011, followed by IndiGo.
COMMODITY 12-Sep 09-Sep % Change COMMODITY / CURRENCY NEWS
Brent Crude Oil (USD/bbl) 111 113 (0.97)
Gold (Rs/10gm) 28,044 28,229 (0.66) Brent Crude Oil ended lower at $111 per barrel. Gold ended lower by 0.66 percent at Rs
28,044 and Silver closed down by 0.43 percent at Rs 65,116.
Silver (Rs/kg) 65,116 65,397 (0.43)
CURRENCY 12-Sep 09-Sep % Change The Indian Rupee closed lower against the dollar at Rs 47.17 as the Indian equity
INR / USD 47.19 46.57 1.33 benchmarks ended on a negative note.
USD / Euro 1.36 1.37 (0.73)
Yen / USD 76.92 77.82 (1.16)

3. Sept 13, 2011
Volume: 1 | Issue: 389| November 1, 2010
FUTURES PREMIUM/DISC Cash Futures P/D% ECONOMY / POLICY / GLOBAL NEWS
HINDUNILVR 319.9 346.7 8.36
Looking at the importance of nuclear energy to effectively bridge the energy gap for
RCOM 76.4 79.8 4.45 India, UBM India is pleased to announce its 3rd edition of India Nuclear Energy 2011 –
ALOKTEXT 17.3 18.1 4.34 3rd International Exhibition and Conference, from 29 Sep. - 1 Oct. 2011 at
ACC 1004.9 1,036.7 3.16 BEC, Goregaon (East), Mumbai. India Nuclear Energy 2011 will provide a global platform
AUROPHARMA 128.5 131.4 2.22 for showcasing latest cutting edge nuclear technology and component supplying
GMRINFRA 27.1 27.7 2.22 companies as well as raw material suppliers. The format of the event has been designed
ALBK 173.0 162.5 (6.07) to offer an opportunity for best networking and business opportunities and provide an
ABAN 380.6 360.6 (5.24) interactive platform for equipment, technology suppliers and end users.
BHARTIARTL 406.0 385.5 (5.05)
MOSERBAER 22.8 21.7 (4.62) Global Logistic Properties, which is partly owned by Government of Singapore
Investment Corp., is planning to list its Japanese assets through a real estate investment
BGRENERGY 315.7 304.7 (3.48)
trust in an initial public offering in Japan, according to a report.
AMBUJACEM 147.0 142.7 (2.93) The report stated that the company plans raise at least 100 billion yen.
GLP, which listed on the Singapore Exchange late last year, has hired
INSTITUTIONAL ACTIVITY (Rs Cr) 29-Aug 26-Aug YTD Citigroup, Goldman Sachs and Nomura Holdings as the main underwriters for the
FII Cash Net 485 -96.6 3,479 IPO, says report.
FII Stock Futures 361.22 -126.3 1,137
FII Index Futures 1079.21 594.26 10,863 Greece on Sunday slapped a new tax on real estate to plug a 2011 budget hole, please
Mutual Fund 49 -50.7 6,048 international lenders and secure a key new loan tranche as concerns mounted in Europe
over its euro zone membership. EU and IMF inspectors are due in Athens this week to
VALUATIONS P/E P/B DIV YLD hear how the government plans to overcome delays and missed fiscal targets before
approving an 8 billion euro tranche from its 110 billion euro bailout, key to Greece's
BSE 18.4 3.4 1.5
survival.
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 %
Hindustan Unilever 346.0 3.83 PIPAVAVSHIP 91.6 12.05 Bhansali Engr-$ 26.7 15.09
Sun Pharma 488.5 1.14 A2Z Maint & Engg 211.0 5.58 AGCNET 111.9 6.47
Cipla 289.9 1.13 Aventis Pharma 2240.0 3.92 Allied Digit 33.9 6.11
- - - Gujarat Pipavav 68.3 3.25 Gokaldas Expo 84.6 5.62
- - - Jain Irrigation 174.1 2.59 Hinduja Found-$ 74.9 5.35
TOP 5 FRONTLINE LOSERS TOP 5 MIDCAP LOSERS TOP 5 SMALLCAP LOSERS
Name Rs % Name Rs % Name Rs %
Hindalco Inds 142.5 -5.19 AIA Engineering 302.3 -8.27 Confidence Petro 10.2 -11.07
Tata Steel 454.3 -4.76 Sujana Towers 27.3 -8.24 Parenteral Drug-$ 109.0 -9.69
Tata Motors 145.6 -4.69 IVRCL LTD 41.1 -7.75 Lovable Lingerie 559.0 -8.70
SBI 1863.6 -4.67 Hexaware Tech 71.7 -6.71 Fineotex Chem 279.0 -7.69
Jindal Steel 516.3 -4.44 Indiabulls Real Est 80.3 -6.69 Nectar Life 22.3 -7.68
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