1. July 15, 2011
Volume: 1 | Issue: 389| November 1, 2010
INDIAN MARKET 14-Jul 13-Jul % Change COMMENTARY
BSE Sensex 18,618 18,596 0.12 INDIA
NSE Nifty 5,600 5,585 0.26
BSE Midcap 7,015 6,988 0.38 A day after Mumbai was rocked by triple bomb blasts, the Indian stocks managed to survive a wider sell-off
BSE Smallcap 8,356 8,342 0.18 on the bourses as inflation did not accelerate, bringing cheers to traders and investors alike. Overall, the
Nifty Junior 11,390 11,283 0.96 markets were choppy as the indices witnessed a late selloff after a spirited comeback in the afternoon trade.
The sell-off in TCS ahead of results and MET department’s comments on monsoon played a spoilsport and
CNX Midcap 8,168 8,103 0.81
washed out all gains in the last half an hour of trade. The Indian stocks ended almost unchanged on
Thursday as investors also mulled overseas cues, which were not too exciting. A warning by Moody's to the
US on its "AAA" debt rating spooked investors slightly. Finally, the BSE Sensex ended at 18,618, up 0.12
GLOBAL MARKETS 14-Jul 13-Jul % Change percent and the NSE Nifty closed at 5,600, up 0.26 percent. Realty and Bank index were the top gainers while
Dow Jones Ind (USA) 12,437 12,492 (0.44) IT lost the most in trade. The broader midcap index outperformed the benchmarks led by Spicejet and PTC
Nasdaq Composite(USA) 2,763 2,797 (1.22) India.
S&P 500 (USA) 1,309 1,318 (0.67)
FTSE 100 (UK) 5,847 5,904 (0.97) GLOBAL MARKETS
DAX (Germany) 7,215 7,268 (0.74)
Nikkei 225 (Tokyo) 9,936 9,963 (0.27) US stocks fell as after U.S. Federal Reserve Chairman Ben S. Bernanke said he won’t act immediately to
stimulate the world’s biggest economy, which was placed on Creditwatch negative by Standard & Poor’s.
Hang Seng (Hong Kong) 21,940 21,927 0.06
The dollar weakened against most major peers after Standard & Poor’s Ratings Services became the second
Shanghai Comp (China) 2,810 2,795 0.54 ratings company this week to say it may downgrade the U.S.’s top credit grade. DJIA closed at 12,437, down
KOSPI (South Korea) 2,131 2,130 0.05 0.44 percent; Nasdaq closed at 2,763, down 1.22 percent and S&P closed at 1,309, down 0.67 percent.
STI (Singapore) 3,089 3,088 0.01
MSCI Emerging Market 438 433 1.15 Asian markets are trading mixed as Nikkei is up 0.37%, Kospi is up 0.24% while Shanghai is down 0.39%,
MSCI Frontier Market 540 541 (0.18) Hang Seng is down 0.33% and Strait Times is down 0.05%.
BOND MARKETS 14-Jul 13-Jul Change
10yr G-Sec Yield 8.24 8.30 (0.06) CORPORATE/ ECONOMY NEWS
1yr G-Sec Yield 8.25 8.23 0.02 Automobile major and country’s second largest two-wheeler maker, Bajaj Auto Ltd (BAL) reported a
LIBOR (6m) 0.39 0.39 0.00 20.48% jump in standalone net profit for the first quarter ended June 30 to Rs 711 crore. The company
LIBOR (1m) 0.16 0.16 0.00 had posted a net profit of Rs 590 crore for the corresponding quarter last fiscal, BAL said in a statement.
Interbank Call rate 7.44 7.43 0.01 Standalone net sales during the period under review stood at Rs 4,586 crore, as against Rs 3,737 crore in
the same period a year ago, an increase of 22.73%. Motorcycle sales during the first quarter this fiscal
stood at 9,63,051 units, as against 8,28,391 units in the same period a year ago, up 16%. Total sales
during the first quarter this fiscal grew 18% to 10,92,815 units, compared to 9,28,336 units in the same
BSE Turnover Rs Cr('000) Sensex period last fiscal, it added.
18900 4.0
18800 3.5 Tata Consultancy Services (TCS), the country's largest software company, posted 26.7% rise in its
18700 3.0 consolidated net profit at Rs 2,415 crore for the first quarter ended June 30, 2011. The revenue grew by
18600 2.5 31.4% to Rs 10,797 crore for the period under review, TCS said in a statement. However, sequentially the
profit has declined as the company had posted Rs 2,623 crore profit in the last quarter of the previous
18500 2.0
fiscal.
18400 1.5
18300 1.0 Media firm Jagran Prakashan (JPL) reported that five of its promoters have sold their respective
18200 0.5 holdings, aggregating 5.65% stake in the company. The five promoters -- Vijaya Gupta, Rahul Gupta, Raj
18100 0.0 Gupta, Bharat Gupta and Tarun Gupta -- have sold 3,565,845 shares (1.13% stake) each through inter se
8-Jul 11-Jul 12-Jul 13-Jul 14-Jul transfer block deals on the National Stock Exchange, JPL said in a regulatory filing to the Bombay Stock
Exchange (BSE).
Repro India Limited has announced results for the first quarter ended June 30 2011 For the first
NSE Turnover Rs Cr('000) Nifty
quarter ended June 30 2011, the net profit stood at Rs87mn as compared to Rs29.3mn for the earlier
5700 14 quarter. The revenue stood at Rs128.5mn as compared to Rs. 62.9mn for the first quarter ended June 30
12 2010.
5650
10
5600 88.38 #DIV/0! India's annual inflation surged in June from the previous month after the Government allowed state-
8
run oil companies to hike the prices of diesel, LPG and kerosene for the first time in a year, data released
5550 6 by the Government showed on Thursday. Inflation, as measured by the wholesale price index (WPI), rose
4 to 9.44% in June from 9.06% in May.
5500
2
In what will be the largest media deal in India, Multi-Screen Media (MSM), which runs Sony Television
5450 0 in India, is set to buy Ramoji Rao-owned Eenadu TV’s (ETV’s) bouquet of 11 regional channels for $500-
8-Jul 11-Jul 12-Jul 13-Jul 14-Jul 600mn.

2. July 15, 2011
Volume: 1 | Issue: 389| November 1, 2010
SECTOR 14-Jul 13-Jul % Change CORPORATE NEWS
REALTY 2,198 2,150 2.26% DCB Bank declared Q1 FY 2012 Net Profit of Rs. 88mn compared to the Net Loss of Rs.
BANKEX 12,879 12,746 1.04% 29mn for Q1 FY 2011. Deposits grew by 17% and reached Rs. 59.80bn while Advances
HC 6,533 6,480 0.80% grew by 22% and stood at Rs. 42.34bn. as on June 30, 2011.
METAL 14,735 14,634 0.69%
CG 13,738 13,683 0.40% Sonata Software Ltd posted results for the first quarter ended 30th June. The net profit
CD 6,902 6,875 0.40% stood at Rs88mn as compared to Rs257mn for the first quarter ended 30th June, 2010.
Its net sales stood at Rs3.34bn as compared to Rs3.21bn for the first quarter ended 30th
PSU 8,587 8,572 0.18%
June, 2010.
AUTO 9,047 9,034 0.15%
POWER 2,596 2,601 -0.20% McNally Bharat is targeting to achieve a turnover of about Rs 2,500 crore in FY12 the
OIL&GAS 9,130 9,152 -0.24% management reported in an interview on a leading TV channel.
FMCG 4,056 4,067 -0.27%
TECk 3,570 3,606 -1.01% Sun Pharma Advanced Research Co. Ltd. (SPARC) on Thursday said that a Committee
IT 5,835 5,922 -1.47% of the Board of Directors has, vide its resolution passed on July 14, authorized the
further issuance of equity shares of Re. 1 each of the Company, on a rights basis to the
shareholders. The ratio, price and premium may be decided in consultation with the
Lead Managers to the proposed rights issue, in such a way that the funds raised are not
more than Rs. 2bn. The ratio of rights share entitlements, the issue price and the record
date for fixing the entitlement of shareholders to such rights issue shall be informed in
due course.
BSE Upper Circuit Breakers
Company Name 14-Jul 13-Jul % Change iGATE Patni, the integrated technology and operations brand providing Business
WILLIAMSON MAGOR & COMPANY 60.0 50.0 20.00 Outcomes based solutions, have announced that it has been awarded the Advanced
WILLIAMSON FINANCIAL SERVICES 36.0 30.0 20.00 Solutions Partner status with TIA Technology, one of the world's leading suppliers of
ARVIND INTERNATIONAL 12.6 10.5 20.00 integrated, leading edge standard software solutions for the global insurance industry.
SACHETA METALS 20.4 18.6 10.00 0
BENARES HOTELS 519.8 495.0 5.00 Drug firm Orchid Chemicals & Pharmaceuticals said that it has received final approval
from the US health regulator for its generic Venlafaxine capsules, used in the treatment
of depression.
Shipping Corporation of India Ltd has signed a shipbuilding contract for acquisition of
a newbuilding cellular container of 3500 TEU capacity with Rongsheng Shenfei
Shipbuilding Co. Ltd, China on July 14, 2011.
BSE Lower Circuit Breakers
Company Name 14-Jul 13-Jul % Change McNally Bharat Engineering reported a 28% increase in its consolidated net profit at
SKS Microfinance 476.0 528.7 (10.00) Rs 63.36 crore for the year ended March 31, 2011.The company had recorded Rs 49.51
CENTRUM CAPITAL 1322.5 1392.0 (5.00) crore net profit in the previous fiscal.
SHAILY ENGINEERING PLASTICS 258.2 271.7 (5.00)
(5.00) The BM Munjal-promoted Hero Group has paid Rs 811 crore as capital gains tax for
PHAARMASIA 195.9 206.2
buying out erstwhile partner Honda from their joint venture -- Hero Honda.
CORAL LABORATORIES 75.4 79.4 (5.00)
State-run power utility SJVN's profit surged nearly 20% to Rs 348 crore for the three
months ended June, boosted by higher sales of electricity as well as increase in other
income. It had posted a profit of Rs Rs 290 crore in the year-ago period. The company's
net sales climbed to Rs 553 crore in the first quarter (April-June) of current fiscal from Rs
524 crore in the same period an year ago.
Thrissur-based South Indian Bank (SIB) has registered its highest-ever quarterly net
profit of Rs 82.49 crore for the three months ended June, clocking a growth of 41.15%
over the year-ago period. The bank had posted a net profit of Rs 58.44 crore in the April-
June quarter last year.
COMMODITY 14-Jul 13-Jul % Change COMMODITY / CURRENCY NEWS
Brent Crude Oil (USD/bbl) 116 118 (1.47)
0.14 Brent Crude Oil ended down at $116 per barrel. Gold closed flat at Rs 22,975 and silver
Gold (Rs/10gm) 22,975 22,943
closed up by 1.31% at Rs 57,590.
Silver (Rs/kg) 57,590 56,845 1.31
CURRENCY 14-Jul 13-Jul % Change The Indian Rupee closed higher against the dollar at Rs 44.49 as the Indian equity
INR / USD 44.49 44.52 (0.07) benchmarks ended on a very positive note.
USD / Euro 1.41 1.41 -
Yen / USD 78.98 79.02 (0.05)

3. July 15, 2011
Volume: 1 | Issue: 389| November 1, 2010
FUTURES PREMIUM/DISC Cash Futures P/D% ECONOMY / POLICY / GLOBAL NEWS
TRIVENI 36.6 36.9 0.96 Singapore's economic growth slowed to 0.5% year-on-year in the second quarter of
MTNL 43.9 44.3 0.91 this year, largely hit by a contraction in the manufacturing sector, the Trade and
INDIAINFO 86.2 86.9 0.81 Industry Ministry said.
RUCHISOYA 97.3 98.1 0.77
RELMEDIA 129.5 130.5 0.77 Etihad Airways has reported its most successful first half year, with revenues up 28%
MRPL 80.4 81.0 0.75 to US$ 1,720 mn (H1 2010: US$ 1,342 mn), driven by solid performances in both
SUNTV 339.9 321.1 (5.55) passenger and cargo activities.
TATAMTRDVR 591.9 573.0 (3.19)
Snapping a two-week declining trend, food inflation rose to 8.31% for the week
PIRHEALTH 395.0 384.2 (2.73)
ended July 2 on the back of soaring prices of protein-based items, cereals and
TATACHEM 382.6 374.3 (2.16) vegetables. Food inflation, as measured by the Wholesale Price Index (WPI), rose by
TATAMOTORS 1065.9 1,043.3 (2.12) 0.70 percentage points during the week under review vis-a-vis the previous week. The
MCLEODRUSS 286.7 280.8 (2.06) rate of price rise in food items stood at 7.61% in the previous week, ended June 25.
INSTITUTIONAL ACTIVITY (Rs Cr) 05-Jul 04-Jul YTD JPMorgan Chase & Co. reported second-quarter 2011 net income of $5.4 billion,
FII Cash Net 28 861 11,428 compared with net income of $4.8 billion in the second quarter of 2010. Earnings per
FII Stock Futures (635) (160) (5,304) share were $1.27, compared with $1.09 in the second quarter of 2010.
FII Index Futures (158) 731 14,684
Mutual Fund 95 (111) 3,200
VALUATIONS P/E P/B DIV YLD
BSE 19.9 3.5 1.4
NSE 20.8 3.5 1.3
BSE500 Mcap/GDP Ratio 0.58
MOVERS & SHAKERS
4.91
TOP 5 FRONTLINE GAINERS TOP 5 MIDCAP GAINERS TOP 5 SMALLCAP GAINERS
Name Rs % Name Rs % Name Rs %
DLF 234 3.15 Spicejet 38 7.80 Greenply Inds 218.5 15.76
Tata Motors 1063.95 1.95 PTC India 81.95 5.95 Banco Products-$ 81.5 10.43
Cipla 329.2 1.84 Supreme Inds 202.95 5.51 Andhra Petro 30.35 10.36
ICICI Bank 1068.9 1.40 CHOLAFIN 174 5.23 OCL Iron 43 10.26
SBI 2466.4 1.39 IRB Infra 187.4 5.16 KNR Constr 136.25 8.48
TOP 5 FRONTLINE LOSERS TOP 5 MIDCAP LOSERS TOP 5 SMALLCAP LOSERS
Name Rs % Name Rs % Name Rs %
TCS 1125.25 -2.23 SKS Microfinance 476 -9.99 Unisys Soft 102.9 -8.08
Infosys 2740.95 -1.55 Gujarat State Pet 96.1 -5.37 Mudra Lifestyle 26.05 -7.30
Reliance Comm 96.85 -1.42 Godfrey Phil 2900 -3.78 GIC Housing 110.55 -6.39
Bajaj Auto 1430.95 -1.25 Himadri Chem 46.7 -3.21 Zenith Info 203 -5.87
ONGC 283.65 -1.18 KGN Inds 56.55 -3.00 Sonata Soft 40.6 -5.36
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
Aarey Drugs Thakorlal Atma Ram Modi BUY 1.23% 21.5
ACROPET TEC Oudh Finance & Investment BUY 0.80% 17.0
Zenu Infotech Anuradha Pankaj Dhoot SELL 2.25% 38.0
Tata Coffee A K G Securities And Consultancy Ltd BUY 0.66% 882.2
RCL FOODS Span Stock Broking SELL 0.65% 54.1