The document is a market diary that provides an overview of the performance of key stock market indices in India and globally on 28th January 2014. It notes that indices such as the Sensex, Nifty, Dow, NASDAQ and FTSE declined by 0.4-2.6% on the day. It also provides data on FII flows for the day as well as the trading volumes and performance of various commodities.
Interimreport1 January–31 March2024 Elo Mutual Pension Insurance Company
Nifty Snapshot and Derivative Research on Indian Stock Market. Narnolia Securities Limited Daily dairy 28.1.2014
1. 28th Jan 2014
MARKET DIARY
SGX NIFTY : 6122 (
26 pts Down )
Quote of The Day
"We don't have to be smarter than the
rest; we have to be more disciplined
than the rest."
Warren Buffett
MARKET
Name
Sensex
Nifty
DOW
NASDAQ
CAC
Value
20707.45
6135.85
15837.88
4083.61
4144.56
Change
(426.11)
(130.90)
(41.23)
(44.56)
(16.91)
DAX
FTSE
NIKKIE
HANG SENG
9349.22
6550.66
15065.26
21985.46
(42.20)
(113.08)
59.63
9.36
EW ALL SHARE
9743.58
(220.16)
Chart of the Day
India's monthly Gold Import Trend
INSTITUTIONAL TURNOVER
FII
Investor
Buy(Cr.)
Sale(Cr.)
Net(Cr.)
27th Jan, 14
2733.82
4,068.03
(1334.21)
Jan,14
2014
Index Action-Nifty (27th Jan, 14)
52853.42
52853.42
52,019.26
52,019.26
834.16
834.16
DII
Investor
Contents
Derivative Research
News
Page
2
Coverage
UPDATE
3
UPDATE
Result Calendar
4 to 15
UPDATE
15
16
UPDATE
UPDATE
Result Q3FY14
Economic calendar
Sale(Cr.)
Net(Cr.)
27th Jan, 14
Jan,14
2014
Index
Buy(Cr.)
1484.00
18759.45
18759.45
1,332.98
21,835.88
21,835.88
151.02
(3076.43)
(3076.43)
COMMODITY PRICE
COMMODITY/CURRENCIES
Value
GOLD
29810.00
SILVER
45192.00
CRUDEOIL
107.06
↑
↑
↑
COPPER
NATURALGAS
459.10
309.70
↑
↑
DOLLAR/RS.
EURO/RS.
POUND/RS.
63.10
86.26
104.61
↑
↑
↓
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. Derivative Research
NIFTY SNAPSHOT
Nifty Spot
Nifty Jan 2014 Future
6136
6152
Nifty Feb 2014 Future
Nifty Jan 2014 Open Interest
6152
12651850
Nifty Feb 2014 Open Interest
7 DMA of Spot Nifty
21 DMA of Spot NIfty
50 DMA of Spot Nifty
VOLATILITY INDEX (VIX)
PUT CALL RATIO
8641750
6280
6253
6218
GRAPH
18.67 (+2.84)
1.18
Nifty (Jan Series) Option OI Distribution:
Index Outlook
Activity of Nifty (Jan Series) Strike
CALL
OI
% Chng
5900
188900
-30.8
6000
501200
-0.4
6100
1044550
55.2
6200
4551550
64.9
6300
5288750
9.2
6400
5106400
6.6
Fresh Long Seen In (Rising OI -Rising Price)
Scrip
OI
OI ch%
HINDUNILVR
72,23,000
18.3
ULTRACEMCO
9,74,750
15.1
GRASIM
5,35,250
10.5
ITC
242,88,000
6.8
HCLTECH
39,87,000
5.9
PCR (OI)
STOCK
T1
GLENMARK
0.27
MRF
0.17
GRASIM
0.42
SUNTV
0.57
DIVISLAB
0.69
FIIs Activity (Fig in Cr)
Segment
PUT
OI
Buy
Sell
Net
% Chng
3392150
4232600
4238450
3565550
2234350
571500
12.2
-11.4
0.5
-43.0
-99.6
-62.0
CMP
575.6
1700.9
2593.9
324.5
1425.1
Ch%
1.7
0.1
0.0
0.1
0.8
T2
0.07
0.10
0.31
0.42
0.53
INDEX FUTURE
INDEX OPTION
STOCK FUTURE
STOCK OPTION
TOTAL
2,165
15,395
3,114
1,359
22,033
Fresh Shorts Seen In: (Rising OI -Falling Price)
Scrip
OI
OI ch%
TATAMOTORS
194,10,000
19.8
GAIL
34,82,000
16.8
SUNPHARMA
84,92,500
16.2
HEROMOTOCO
17,79,500
16.1
ICICIBANK
116,09,250
15.0
PCR (OI)
STOCK
T1
BPCL
0.56
YESBANK
0.35
ADANIENT
0.35
UPL
0.40
JPASSOCIAT
0.31
3,107
15,081
3,230
1,393
22,811
CMP
347.8
345.1
597.5
2014.8
1010.1
T2
0.79
0.50
0.49
0.53
0.40
(942)
314
(116)
(34)
(778)
Ch%
-6.1
-1.4
-0.9
-1.0
-4.5
3. Markets Snapshot
Top Price Performers
Top Performers
Top Performers 1D
% Change
Top Performers 1W
% Change
RUSHIL
19.58
OPTOCIRCUI
28.68
1M
INFODRIVE
% Change
OPTOCIRCUI
11.63
ALLSEC
27.12
FCSSOFT
91.67
SYMPHONY
ONELIFECAP
10.59
5.75
SAHARAHOUS
KGNIND
27.11
26.70
NEWINFRA
ENTEGRA
86.67
84.78
NIPPOBATRY
5.59
ELPROINTL
26.57
SPECTACLE
82.98
98.38
Worst Price Performers
Worst Performers
1D
% Change
Worst Performers
1W
% Change
Worst Performers
1M
% Change
BAGFILMS
(14.93)
RANBAXY
(24.10)
GLOBALCA
(66.57)
JPASSOCIAT
(14.01)
PGIL
(23.92)
TUNITEX
(56.15)
DISHMAN
(13.63)
STRAUSIND
(23.47)
INDINFO
(46.54)
ASTRAMICRO
(13.61)
COROENGG
(21.98)
MURLIIND
(43.24)
BALAJITELE
(13.19)
TUNITEX
(21.91)
MAHAPOL
(37.00)
Top News :
• Glenmark Mgt guideline : Management reiterated guidance of 20 percent topline growth and EBITDA of Rs 1225 crore for FY14. However
Company believe they might exceed the guidance. Management’s endeavor is to improve EBITDA margin by 100 bps every year. Management
expects operating leverage to continue. Lack of Abbreviated New Drug Application (ANDA) approvals affected growth in US during the quarter.
Management saw reduction in Montelukast sales due to pricing pressure which also affected growth in the region. Management continues to
see improvement in margin in the geography. Company will be filing 8-10 ANDAs in Q4 FY14. Domestic business continues to outperform the
overall market, growing at 15.3 percent Y-o-Y. Management believes that the overall domestic market will start to see strong growth from Q2Q3 FY15 onwards. Management expects Crofelemer approval for emerging markets from FY15, however meaningful sales will commence from
FY16.
• ONGC inks MoU with Mitsui for cooperation in pursuing petroleum and natural gas opportunities . An MoU has been signed between Indian
Maharashtra Public sector Enterprise ONGC and Japanese conglomerate Mitsui & Co Ltd on January 24, 2014 in New Delhi. The MoU provides
for cooperation in Exploration and Production for conventional and unconventional petroleum and natural gas opportunities in India and in third
countries. In August 2012, ONGC and Mitsui had entered into an MoU for wide ranging cooperation in gas and LNG business. Later in March,
2013, Mitsui had entered into another MoU with ONGC, BPCL and New Mangalore Port Trust for feasibility study of a LNG Terminal at
Mangalore .
• Surya Roshni Mgt Guideline : Surya Roshni is looking to capture 10 percent share of the Rs 5,000-crore fan market in India over the next four
years. By adding over twenty-four categories of fans Surya plans to bring home ten percent of the market share in a span of four years .
• FSL clarification : News regarding "Firstsource bags deals worth Rs 550 cr", Firstsource Solutions Ltd has clarified that the Company cannot
authenticate the veracity of the interpretation of the media on individual discussions which focused on a lot of broad areas. As per practice, the
Company will intimate the exchanges anything which is not in the normal course of business.
• Apollo Tyres Ltd has revised its long term rating on the Bank facilities and other debt programmes of the Company to "CRISIL AA" from
"CRISIL A" and short-term rating to "CRISIL A1+" from "CRISIL A1". The present long-term outlook of the Company is Stable.
• Cadila Healthcare Ltd has informed that the Company has recently completed portfolio and strategy review of its business and has decided
to exit from its business in Japan, which is through 100% subsidiary Company.
• German research institute, Ifo said its Business Climate Index rose to a seasonally adjusted 110.6 in January, above forecasts for 110.0 and up
from a reading of 109.5 in December. The Current Assessment Index rose to 112.4 this month, meeting expectations and up from 111.6 in
December.
• The Ministry of Finance said that the country’s trade balance rose to a seasonally adjusted -1.15T, from -1.29T in the preceding month whose
figure was revised up from -1.35T. Analysts had expected the trade balance to rise to -1.33T last month.
• Hong Kong Census and Statistics Department said that Hong Kong Trade Balance fell to a seasonally adjusted -54.4B, from -44.6B in the
preceding month. Analysts had expected Hong Kong Trade Balance to fall to -46.0B last month.
4. Result Calendar Q3FY14
Bse Code
513513
530133
526433
500059
506981
501430
517544
526315
523736
531471
523754
512439
502865
526679
513108
511676
590085
531477
505576
530655
532482
508486
524669
532240
532150
501295
500211
500214
524494
524330
532286
500228
532926
500241
530577
506113
507870
501874
502250
532500
526642
530557
532555
532944
534076
500331
512591
533295
532826
Company Name
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 Nippon
Indraprastha Med
Industrial Invest
Insilco
ION Exchange-$
IPCA Lab
Jayant Agro
Jindal Steel
JSW Steel
Jyothy Lab
Kirloskar Bros-$
Ladderup Fin
Lifeline Drugs
Lloyds Finance
Mackinnon Mack
Marathwada Refrac
Maruti Suzuki
Mirza Intl
NCL Research
NTPC
Onmobile Global
Orient Refractories
Pidilite Inds
Pulsar Intl
Punjab & Sind Bank
Raj Television
Date
28-Jan-14
28-Jan-14
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28-Jan-14
28-Jan-14
28-Jan-14
28-Jan-14
28-Jan-14
28-Jan-14
28-Jan-14
28-Jan-14
Bse Code
505807
500367
509874
530757
526877
523606
512589
500295
512640
524542
500404
532782
507785
533393
532262
511559
504966
532966
532928
532349
500231
530997
517393
509038
533023
519035
507410
590013
524091
532974
523269
532309
526628
512642
531795
531336
519105
530999
524687
532454
500069
532929
500280
500040
511243
530067
500093
526821
532528
Company Name
Rolcon Engr
Rubfila Intl
Shalimar Paint-$
Shentracon Chem
Siddheswari Gar
Sika Interplant
Sita Enter
SSLT
Stocknet Intl
Sukhjit Star-$
Sunflag Iron
Sutlej Textiles
Tainwala Chem
TCI Developers
TCI Inds
Times Guaranty
Tinplate Co
Titagarh Wag
Transformers Rect
Transport Corp
Umang Dairies
Unique Organics
Vintron Info
Voltaire Leas
WABCO India
Wadala Comm
Walchandnagar
XPRO India
Acrysil
Aditya Birla Money-$
Advani Hotels
AIL
Ajwa Fun
Artillegence Bio
Atul Auto-$
Auroma Coke
AVT Nat Products
Balaji Amin-$
Basant Agro-$
Bharti Airtel
BNK Cap Markets
Brigade Enter
Century Enka
Century Tex
CHOLAFIN
Consolidated Sec
Crompton Greav
Daiichi Kark-$
Datamatics Glob
Date
28-Jan-14
28-Jan-14
28-Jan-14
28-Jan-14
28-Jan-14
28-Jan-14
28-Jan-14
28-Jan-14
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29-Jan-14
29-Jan-14
29-Jan-14
29-Jan-14
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29-Jan-14
29-Jan-14
29-Jan-14
29-Jan-14
29-Jan-14
29-Jan-14
29-Jan-14
29-Jan-14
29-Jan-14
5. 500645
503796
517238
504008
509525
500246
508906
531854
532155
502856
530855
500171
505255
533150
500690
524314
517354
532174
532636
504741
532100
531674
532612
532706
519606
532388
532705
524731
511618
532642
523405
522263
522287
590003
517569
500264
530497
532376
523832
511766
532234
505355
524774
512103
532698
532481
533632
532742
532254
514354
534675
Deepak Fert
Digjam
Dynavision
Emco-$
Empire Inds
Envair Elect
Everest Inds
Funworld & Tour
Gail India
Gandhidham Spin
GDL Leasing
GHCL
GMM Pfaudler
GODREJ PROP
Gujarat State Fert
Gujarat Terce
Havells India
ICICI Bank
India Infoline
Indian Hume
Indo City Info-$
Indoasian Proj
Indoco Remedies
Inox Leisure
Integrated Prot
IOB
Jagran Prakashan
Jenburkt Pharma
JIK Inds
JINDAL SOUTH
JM Financial-$
JMC Projects-$
Kalpataru Power
Karur Vysya Bank
KEI Inds
Mafatlal Inds-$
Marvel Capital
MRO Tek
Mukat Pipes-$
Muthoot Cap
National Alum
NESCO
NGL Finechem
Nidhi Granites
Nitin Spinners
Noida Toll
Onelife Capital
Paushak
Polaris Fin Tec
Premier Poly
Prozone Capital
29-Jan-14
29-Jan-14
29-Jan-14
29-Jan-14
29-Jan-14
29-Jan-14
29-Jan-14
29-Jan-14
29-Jan-14
29-Jan-14
29-Jan-14
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29-Jan-14
29-Jan-14
29-Jan-14
29-Jan-14
29-Jan-14
29-Jan-14
29-Jan-14
29-Jan-14
29-Jan-14
29-Jan-14
29-Jan-14
29-Jan-14
29-Jan-14
29-Jan-14
29-Jan-14
29-Jan-14
29-Jan-14
29-Jan-14
29-Jan-14
29-Jan-14
29-Jan-14
29-Jan-14
29-Jan-14
29-Jan-14
29-Jan-14
29-Jan-14
29-Jan-14
29-Jan-14
29-Jan-14
29-Jan-14
29-Jan-14
29-Jan-14
29-Jan-14
29-Jan-14
517522
507649
535621
519031
535602
531322
511218
530907
507753
521234
504180
532200
532790
500800
501756
590005
500114
524717
530045
532410
514142
532343
530363
517146
511110
507880
531668
501370
511246
511642
533287
505163
512038
517041
532840
503655
500710
506235
532327
512008
530799
523694
500101
530899
507530
509009
513142
502355
526849
532149
506285
Rajratan Global
Rasoi
S V Global
Shah Foods
SHARDA MOTOR
Shri Shakti Lpg
Shriram Trans
SI Capital
Sree Rayal Alkal
Sri Nachammai-$
Standard Battr
State Bank Mysre
Tanla Solutions
TATAGLOBAL
Thana Electric
Tide Water
TITAN
Titan Biotech
Titan Sec
Transcorp Intl
TT-$
TVS Motor
Ugar Sugar-$
Usha Martin
VB Desai
VIP Inds-$
Vision Corp
Walchand People
White Lion
Wisec Global
Zee Learn
ZF Steering-$
Aaswa Trading
Ador Welding
ADVANTA
Aeonian Invest
AKZOINDIA
Alembic
Allsoft Corp
Amani Trading
Anna Infra
Apcotex Inds
Arvind
Asia Pack
Asian Food
AUSOM ENT
Balasore Alloy
Balkrishna Inds-$
Banaras Beads
Bank of India
Bayer Crop
29-Jan-14
29-Jan-14
29-Jan-14
29-Jan-14
29-Jan-14
29-Jan-14
29-Jan-14
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30-Jan-14
30-Jan-14
30-Jan-14
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30-Jan-14
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30-Jan-14
30-Jan-14
30-Jan-14
30-Jan-14
30-Jan-14
30-Jan-14
30-Jan-14
30-Jan-14
30-Jan-14
16. 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 .
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 .
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 .
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 .
INDIA
RBI Third Quarter Review
Thursday
30-Jan-14
Friday
31-Jan-14
German Retail Sales m/m , French
Consumer Spending m/m , CPI Flash
Estimate y/y , Unemployment Rate .
17. N arnolia Securities Ltd
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em ail: research@narnolia.com ,
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