Commodity price of Gold, Sliver, Copper, doller/Rs and many more. Narnolia Securities Limited Market Diary 24-01-2014
http://www.narnolia.com/index.php/category/archieve/market-diary/
Commodity price of Gold, Sliver, Copper, doller/Rs and many more. Narnolia Securities Limited Market Diary 24-01-2014
1. 24th Jan 2014
MARKET DIARY
SGX NIFTY : 6324 (
38 pts Down )
Quote of The Day
"Confronted with a challenge to distill
the secret of sound investment into
three words, we venture the motto,
Margin of Safety."
Warren Buffett
MARKET
Name
Sensex
Nifty
DOW
NASDAQ
CAC
Value
21373.66
6345.65
16197.35
4218.88
4280.96
Change
35.99
6.70
(175.99)
(24.12)
(44.02)
DAX
FTSE
NIKKIE
HANG SENG
9631.02
6773.28
15476.78
22580.12
(89.06)
(53.06)
(219.11)
(153.12)
EW ALL SHARE
10105.72
32.42
Chart of the Day
Deficit trend
INSTITUTIONAL TURNOVER
FII
Investor
Buy(Cr.)
Sale(Cr.)
Net(Cr.)
23th Jan, 14
3213.91
2,780.31
433.60
Jan,14
2014
Index Action-Nifty (23th Jan, 14)
46983.49
46983.49
44,584.16
44,584.16
2399.33
2399.33
DII
Investor
Contents
Derivative Research
News
Page
2
Coverage
UPDATE
3
UPDATE
Management Tweets
4
UPDATE
4
5 to 14
16
UPDATE
UPDATE
Economic calendar
Result Calendar
Result Q3FY14
Sale(Cr.)
Net(Cr.)
23th Jan, 14
Jan,14
2014
Index
Buy(Cr.)
842.28
16182.10
16182.10
1,235.96
19,331.50
19,331.50
(393.68)
(3149.40)
(3149.40)
COMMODITY PRICE
COMMODITY/CURRENCIES
Value
GOLD
29360.00
SILVER
44825.00
CRUDEOIL
107.66
↑
↑
↑
COPPER
NATURALGAS
453.61
297.00
↓
↑
DOLLAR/RS.
EURO/RS.
POUND/RS.
61.93
84.74
102.94
↑
↓
↓
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
Nifty Feb 2014 Future
Nifty Jan 2014 Open Interest
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
6345.65(+6.70)
6360
6396
17171800
4341500
6314
6262
6211
GRAPH
15.58(-1.70%)
1.06
Nifty (Jan Series) Option OI Distribution:
Index Outlook
Activity of Nifty (Jan Series) Strike
CALL
OI
% Chng
6000
598000
-4.9
6100
593900
-21.7
6200
1740050
-7.3
6300
4303550
-5.3
6400
4856800
-1.1
6500
5453200
6.8
Fresh Long Seen In (Rising OI -Rising Price)
Scrip
OI
OI ch%
ADANIENT
50,86,000
17.5
IDEA
150,22,000
8.9
UCOBANK
207,28,000
8.0
TITAN
111,04,000
6.9
LT
76,64,500
6.4
RISE IN PCROI
STOCK
T1
GAIL
0.91
ADANIENT
0.58
BPCL
0.85
ITC
0.61
DIVISLAB
0.52
FIIs Activity (Fig in Cr)
Segment
PUT
OI
Buy
Sell
Net
% Chng
4917900
4729000
6273300
6965050
2014150
501350
CMP
-1.5
-5.7
-7.4
9.8
16.2
-0.2
Ch%
256.9
154.3
77.5
225.1
1033.0
T2
0.64
0.47
0.69
0.51
0.43
4.4
0.2
1.8
3.8
2.8
INDEX FUTURE
INDEX OPTION
STOCK FUTURE
STOCK OPTION
TOTAL
1,499
9,242
1,729
1,428
13,898
Fresh Shorts Seen In: (Rising OI -Falling Price)
Scrip
OI
OI ch%
ARVIND
81,24,000
3.8
ZEEL
46,35,000
6.1
HINDZINC
109,62,000
4.2
RECLTD
54,24,000
12.6
MRF
54,875
6.3
FALL IN PCROI
STOCK
T1
UPL
0.55
GLENMARK
0.06
ONGC
0.62
CENTURYTEX
0.59
GODREJIND
0.30
1,406
8,936
1,801
1,523
13,666
CMP
146.4
281.8
133.0
186.3
19415.7
T2
0.71
0.07
0.75
0.70
0.35
92
307
(72)
(95)
232
Ch%
-0.7
-0.9
-1.9
-0.7
-2.8
3. Markets Snapshot
Top Price Performers
Top Performers
Top Performers 1D
% Change
Top Performers 1W
% Change
TATASPONGE
15.30
SHARRESLTD
47.71
1M
BVCL
% Change
GEMINI
10.00
TATASPONGE
33.03
INFODRIVE
100.55
AANJANEYA
TNPETRO
9.98
9.44
NUCLEUS
SUDAR
28.30
27.87
FCSSOFT
ENTEGRA
90.91
88.31
TRF
9.23
NEWINFRA
27.42
SPECTACLE
83.72
109.41
Worst Price Performers
Worst Performers
1D
% Change
Worst Performers
1W
% Change
Worst Performers
1M
% Change
KPIT
(13.81)
MAHAPOL
(24.82)
GLOBALCA
(68.12)
SASKEN
(13.31)
CREWBOS
(22.30)
TUNITEX
(52.62)
OUDHSUG
(11.14)
COROENGG
(22.09)
INDINFO
(48.49)
DALMIASUG
(10.56)
NETWORK
(22.00)
MURLIIND
(37.75)
HEIDELBERG
(9.09)
GLOBALCA
(21.91)
GENUSPOWER
(32.36)
Top News :
• D B Realty Ltd Clarifiation : News regarding "DB Realty in talks to sell hospitality business to ITC for Rs. 1300 crs", D B Realty Ltd has clarified
to BSE that company deny the said news report appearing in ET Now and therefore the same cannot he relied upon. Company assure you that
the Company shall keep the Stock Exchanges informed of all events / information in compliance with the listing agreement .
• Bharti Airtel News Clarification : "Airtel may sell towers in Nigeria for $550mn", Bharti Airtel Ltd has clarified to BSE as under: Bharti Airtel
Limited and/or its subsidiaries frequently seeks as well as receives proposals from various groups / companies for potential transactions and
evaluates various opportunities as and when available. The Company, as a matter of policy, does not wish to comment on the present
speculative news items and if required will make necessary disclosures at an appropriate time. The Company further confirms that it has not
released any specific information pertaining to the news report.
• Jyothy Lab Clarification : News regarding "Jyothy Labs' Jt MD plans VC investments", Jyothy Laboratories Ltd has submitted to BSE the letter
dated January 23, 2014 from Mr. Ullas Kamath, Joint Managing Director of the Company to the Executive Editor of Business Standard, Mumbai.
In this letter, Mr. Kamath has clearly stated that the captioned news item is completely baseless and untrue.
• Tech Mahindra Clarification : News regarding Tech Mahindra close to buying BFSI CO". Tech Mahindra Ltd has clarified to BSE as under : the
reports are speculative in nature and not issued by the Company.
• Unichem Laboratories, announced that it has received ANDA approval from the United States Food and Drug Administration (US FDA) for
Metronidazole USP Tablets. Metronidazole USP Tablets 250mg and 500mg are therapeutically equivalent to Flagyl Tablets 250mg and 500mg of
G.D Searle LLC.
• Aurobindo Pharma has received the final approval from the US Food & Drug Administration (US FDA) to manufacture and market
Repaglinide tablets USP 0.5mg, 1mg and 2mg. The product is ready for launch. Repaglinide tablets USP 0.5mg, 1mg and 2mg are the generic
equivalent of Novo Nordisk Inc’s Prandin tablets USP 0.5mg, 1mg and 2mg and indicated as an adjunct to diet and exercise to improve glycemic
control in adults with type 2 diabetes mellitus.
• German manufacturing purchasing managers’ index rose to a seasonally adjusted 56.3 in January from a final reading of 54.3 in December.
Analysts had expected the index to inch up to 54.6 this month.
• European Central Bank said that the euro zone current account recorded a seasonally adjusted surplus of EUR23.5 billion in November,
widening from a surplus of EUR22.2 billion in October, whose figure was revised up from a previously reported surplus of EUR21.8 billion.
• The Confederation of British Industry said the result of its index of U.K. retailers fell by 20.0 points to a reading of 14.0 this month from 34.0
in December. Analysts had expected the index to decline by 9.0 points to 25.0 in January
4. Management Tweets :
• Larsen and Toubro Mgt Guideline : Company expected to end the current financial year with a 15 percent growth in order inflows, instead of
the 20 percent it had projected earlier. On its revenue growth guidance, the company said it had a “fighting chance” to meet the 15 percent
target. The company will have to gross revenues of close to Rs 23,000 crore in the current quarter to be able to meet that guidance. The
company focus on international markets is yielding results, and it was international order inflows that helped sustained the order book. L&T
expects it to rise to around 21 percent of revenues next year. With the domestic business not showing any signs of recovery, the company will
focus on execution and working capital management to maintain its margins .
• Dabur Mgt Guideline : Company expects its margins to be under pressure going ahead on account of inflationary concerns . The company has
seen good sales growth in healthcare and skin segment and nearly 45 percent sales came from rural areas. The higher employee cost and
advertising expenses affected its profitability. Going ahead, Mgt expects ad-spends to hover in the range of 13-15 percent.
• Zee Entertainment Ltd Mgt Guideline : The improvement in the sports business largely depends on completion of digitisation, so that
company can price the sports subscription revenues better which in turn will help revenues . Subscription revenues from domestic market have
started flowing post digitisation. The subscription revenues for the company have grown from low single digit to double digits of 11 -17 percent
in different quarters . However subscription from international business has been a little lackluster in growth .
• KPIT Tech Mgt Guideline : The company missed its dollar revenue guidance for the current financial year, but net profit for the year will still
be at the top end of the guidance . Mgt is positive on the prospects for the coming financial year as well. Company look at the pipeline for the
rest of the year and early next year, Mgt has created a pipeline worth about USD 70 million . The macroeconomic perspective for the industries
in US and Europe relevant to KPIT was looking good. Company has spent substantial amount of time to invest in the right kind of technologies,
which is essentially a combination of what we do on the IT side as well as on the product engineering side and we are in much better shape to
deliver all of these capabilities to our customers in these different markets .
• Biocon Mgt guideline : The focus is currently on maintaining margins more than expanding the topline . The huge growth drivers will only
come in once our Malaysia facility is full operational and when company abbreviated new drug application (ANDA) vertical is fully operational.
We do intend to file our first ANDA later this year.The company would maintain margins in the fourth quarter by changing product mix and
focusing on high-margin products.
• Raymond Mgt Guideline : Raymond expects to sustain operating margins at current levels . Company would maintain some caution going
forward in Q4 against the background of the current situation . The company was evaluating options to monetize the Thane land.
Economic Calendar
Monday
20-Jan-14
Wednesday
22-Jan-14
Thursday
23-Jan-14
US
Crude Oil Inventories .
Unemployment Claims , Flash Manufacturing
PMI , CB Leading Index m/m , Flash Services
PMI , Natural Gas Storage .
UK/EURO
ZONE
Italian Retail Sales m/m , Claimant Count
Change , MPC Asset Purchase Facility Votes
, MPC Official Bank Rate Votes ,
Unemployment Rate , Average Earnings
Index 3m/y , Public Sector Net Borrowing ,
German 10-y Bond Auction , BOE Inflation
Letter
Spanish Unemployment Rate , French Flash
Manufacturing PMI , French Flash Services
PMI , German Flash Manufacturing PMI ,
German Flash Services PMI , German Ifo
Business Climate , Current Account , Flash
Manufacturing PMI , Flash Services PMI .
INDIA
German PPI m/m , Spanish HPI q/q ,
German Buba Monthly Report , CBI
Industrial Order Expectations .
Tuesday
21-Jan-14
German ZEW Economic Sentiment ,
ZEW Economic Sentiment .
Friday
24-Jan-14
BBA Mortgage Approvals .
5. Result Calendar Q3FY14
Bse Code
502015
533138
500027
532382
500049
503673
506935
506395
530393
533146
532922
532178
536751
523696
532296
532855
532847
505893
504058
532189
532652
532732
507948
532924
532275
511593
500265
532313
513305
503663
521080
509845
512115
523025
537068
531431
530989
513709
531506
523790
533228
530953
532505
500429
512070
534976
531894
519216
531147
Company Name
Associated Ston
ASTEC
Atul
Balaji Tele
Bharat Elect
CMM Broadcast
Continental Chem
Coromandel Intl
DB Intl Stock
DLINK IND
Edelweiss Financial
Engineers India
FIVEX FIN
FORTIS MLR
Glenmark Pharma
Haryana Cap
Hilton Metal
Hindustan Hardy
Indo-National
ITDC
Karnataka Bank
Kewal Kiran
Key Corp
Kolte Patil
Landmarc Leis
LIBORD FIN
Maharashtra Seam
Mahindra Lifesp
Moryo Inds
Out of City Travel
Pasari Spin
RJ Shah
Rose Merc
Safari Inds
SATYA MINERS
Shakti Pumps-$
Shantivijay Jew-$
Shilp Gravures-$
Shukra Bullions
Shukra Jewel
SKS Microfinance
Sunil Agro-$
Uco Bank
Uniphos Enter
UPL
V-Mart Retail
Vatsa Music
Ajanta Soya
ALICON
Date
24-Jan-14
24-Jan-14
24-Jan-14
24-Jan-14
24-Jan-14
24-Jan-14
24-Jan-14
24-Jan-14
24-Jan-14
24-Jan-14
24-Jan-14
24-Jan-14
24-Jan-14
24-Jan-14
24-Jan-14
24-Jan-14
24-Jan-14
24-Jan-14
24-Jan-14
24-Jan-14
24-Jan-14
24-Jan-14
24-Jan-14
24-Jan-14
24-Jan-14
24-Jan-14
24-Jan-14
24-Jan-14
24-Jan-14
24-Jan-14
24-Jan-14
24-Jan-14
24-Jan-14
24-Jan-14
24-Jan-14
24-Jan-14
24-Jan-14
24-Jan-14
24-Jan-14
24-Jan-14
24-Jan-14
24-Jan-14
24-Jan-14
24-Jan-14
24-Jan-14
24-Jan-14
24-Jan-14
25-Jan-14
25-Jan-14
Bse Code
532870
513729
516064
517246
524606
531582
521056
530829
523782
531533
526705
532737
500940
524226
532835
534597
533520
511034
532644
513509
504392
517449
531221
532865
524654
520021
514460
533179
532366
531768
532933
513532
534060
503811
532679
523856
532779
524394
524200
504988
532921
533096
532683
532331
506767
532480
506166
532493
531310
Company Name
Ankit Metal
ARO Granite-$
Arrow Coated
BCC Fuba
Beryl Drugs
Beryl Sec
Cheslind Tex
CIL Securities
Dera Paints
E Com Infotech
Elegant Marb
Emkay Glob Fin
Finolex Inds
Gujarat Ambuj Ex
ICRA
Indiabulls Infra
Indiabulls Wholesale
Jindal Drill
JK Cement
Kalyani Forge
KRISHNA VEN
Magna Electo-$
Mayur Floorings
Meghmani Org
Natural Cap
Omax Autos
Oswal Yarns
Persistent Sys
PNB Gilts
Poly Medicure
Porwal Auto
Pradeep Metal
Priti Mercantile
Siyaram Silk-$
STORE ONE
Torrent Cables
Torrent Power
Vimta Labs-$
Vinati Organics-$
Welcast Steel
Adani Ports
ADANI POWER
AIA Engineering
Ajanta Pharma
Alkyl Amines-$
Allahabad Bank
Apis India
Astra Micro
Available Fin
Date
25-Jan-14
25-Jan-14
25-Jan-14
25-Jan-14
25-Jan-14
25-Jan-14
25-Jan-14
25-Jan-14
25-Jan-14
25-Jan-14
25-Jan-14
25-Jan-14
25-Jan-14
25-Jan-14
25-Jan-14
25-Jan-14
25-Jan-14
25-Jan-14
25-Jan-14
25-Jan-14
25-Jan-14
25-Jan-14
25-Jan-14
25-Jan-14
25-Jan-14
25-Jan-14
25-Jan-14
25-Jan-14
25-Jan-14
25-Jan-14
25-Jan-14
25-Jan-14
25-Jan-14
25-Jan-14
25-Jan-14
25-Jan-14
25-Jan-14
25-Jan-14
25-Jan-14
25-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
17. 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.