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Morning news &_views_-_07112012
Morning news &_views_-_07112012
Morning news &_views_-_07112012
Morning news &_views_-_07112012
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Morning news &_views_-_07112012

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Morning note on Equity market published by CP-Artha Financial Advisory Private Ltd

Morning note on Equity market published by CP-Artha Financial Advisory Private Ltd

Published in: Economy & Finance
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  • 1. V Valuehunt Morning Notes – 07 November 2012 Market Commentary What to do when the market is bullish? In stock market, people tend to follow herd mentality. When the market is beat down, most of the retail investors vanish from the stock market saying that ‘it is the end of the world’. But it is a fact that world will not end like in Hollywood movie ‘2012’! But when the same market goes up like a bull, people from all walks of life invest in stocks. Now this is why many investors are not successful. On the contrary, if people invest in bear and harvest the same in bull, they can earn returns that can beat the market and also killer inflation. This is what every oftern Mr Warren Buffet says ‘Invest when others are fearful and sell when others are greedy’! CP-Artha Model Portfolio Today we expected ‘Transgene Biotek Ltd’ to announce about their delisting proceeding and its delisting floor price. But nothing happened. Our holdings: 1. FDC Ltd 2. Gujarat State Fertilizers & Chemicals Ltd (GFSC) 3. Menon Bearings Ltd 4. Jindal Poly Films Ltd 5. Transgene Biotek Ltd 6. Parrys Sugar Industries Ltd 7. Kilitch Drugs India Ltd 8. Brescon Advisors & Holdings Ltd 9. Liberty Phosphate Ltd 10. Rossell India LtdContact Us:E-Mail : dhananjayan@artha-cap.com | Mobile : +91 96294 74080
  • 2. V Valuehunt Morning Notes – 07 November 2012Global Indices Nifty Movement FII & DII Turnover Currency Close Change 5,900 Points Buy Sell Change (%) Price (%) 5,724 FII (Rs.mn) 25,030 23,284 INR - USD 54.35 (0.4)Nifty 5,724 20.2 0.3 0.35% Nifty 5,700 Change (%) 84% 135% INR - EUR 69.63 (0.3)Sensex 18,817 54.5 0.3 DII (Rs.mn) 8,567 10,786 INR - GBP 86.93 (0.3)Nikkei 8,975 (31.9) (0.4) Change (%) 48% 17% JPY – USD 79.90 (0.3)Straight Time 3,019 (12.7) (0.4) 5,500Hang Seng 21,944 (61.6) (0.3) **FII – Foreign Institutional Investor 30-Oct-12 6-Nov-12 **DII – Domestic Institutional InvestorShanghai 2,106 (8.0) (0.4)FTSE 100 5,885 45.8 0.8CAC 40 3,478 30.1 0.8 Special Situation StocksDAX 7,377 51.3 0.7DJIA 13,245 133.2 1.0S&P 500 1,428 11.1 0.8 Company Special Situation CommentsNASDAQ 3,011 12.3 0.4 Mastek Ltd Buyback Mastek Ltd has informed BSE that the Board of Directors of the Company at its meeting held on November 05,Sectoral Indices 2012 have approved the Buy back of maximum 32,00,000 equity shares of the Company at a price not exceeding Rs. Close Price Change (%) 175/- per equity share for an amount not exceeding Rs.Realty 1,848 2.1 3600 lakhs vide Resolution dated November 05, 2012.Oil & Gas 8,364 0.2Metal 10,267 0.0Bankex 13,256 0.6Capital Goods 11,066 (0.2) Take Solutions Ltd Rights issue Company to consider issue of equity shares on Right basisPower 1,992 0.7 to the existing share holders of the CompanyIT 5,779 (0.0)Auto 10,586 (0.5)FMCG 5,760 0.3 A2Z Maintenance & Plunger Rakesh Jhunjunwalas stock - went down by more thanHeathCare 7,817 1.0 Engineering Services Ltd 10% - may be interesting for long term investmentContact Us:E-Mail : dhananjayan@artha-cap.com | Mobile : +91 96294 74080
  • 3. V Valuehunt Morning Notes – 07 November 2012 Nifty Gainers Headline News Economic Times Business Standard Close Change (%) Company Price  Delta Corp increases stake in Daman Hospitality  Worst US election outcome for markets? Having no Cipla 396.85 4.38 winner at all  Tata Steel to contest Rs 6,000 cr fine imposed by Asian Paints 4,095.35 3.50 Ambuja Cem. 215.45 2.57 Odisha govt  Dena Bank Q2 net up 23.8% at Rs 239 crore ACC 1,473.40 2.57  Not just milk, Mother Dairy to sell sweets too  Deccan Cements Q2 net dips 73% to Rs 2 crore Ranbaxy Labs. 547.75 2.38  Essar Shipping Q2 net loss of Rs 36 crore  Oil India Q2 net down 16% at Rs 955 cr  SAILs April-Oct production at 7.2 mn tonnes  JNPTs 4th container terminal to go for fresh tender Nifty Losers  Automotive aftermarket industry may grow to $9.4 bn  SBBJ cuts loan growth target to 17% for FY13 by 2015 Close  Markets end higher ahead of US Prez polls Company Change (%)  SKS Microfinance raises Rs 200 crore via securitisation Price IDFC 162.55 (2.34) deal with IDBI Bank  Web Special: Stocks to buy in this lacklustre market Reliance Infra. 478.75 (1.82)  Titan to expand its accessories division business  Gartner: Religion-driven IT to generate over $40 bn Maruti Suzuki 1,451.60 (1.80) Hindalco Inds. 112.45 (1.79) Business Line Live Mint Tata Motors 266.95 (1.06)  Britannia Q2 profits up 4.94%  Bulls have upper hand on Indian market: Experts  Fuel cost hits Hindalco earnings  Rupee to touch 51 Vs USD by December: BofA ML Commodity  Amara Raja net profit rises to Rs 70.1 cr in second  Indian Hotels targets 40% revenve from overseas mkts quarter  Bharti Airtel Q2 PAT seen up 9% to Rs 831 cr Rs. Change (%)  Bosch India Q3 net slips 30%  Five firms to bid for telecom spectrum on Nov 12 Crude (Rs/Bbl) 4,792 2.7  Motherson Sumi posts 5-fold rise in net profit Gold (Rs/10 grms) 31,293 1.3  Aluminium disappoints; bet on Cipla, Motherson: Tulsian Silver (Rs/Kg) 59,942 2.3  SAIL hot metal output up 4% in October  Aluminium will come back to its old glory soon: Hindalco Copper (Rs/Kg) 422 0.3  GACL’s net jumps 78% in Q2Note: MCX near month Futures Price Note : Click on article to read the respective newsContact Us:E-Mail : dhananjayan@artha-cap.com | Mobile : +91 96294 74080
  • 4. V Valuehunt Morning Notes – 07 November 2012 Insider Trading Bulk Deal (BSE/NSE) Shares Trans. Holding Buy Transaction Buy Company Client Name Quantity %Company Buyer / Seller after /Sale Date /Sale Quantity % Trans. RONAK SATISH KUMAR Veer Energy S 1,024,900 15.3 SHAHBanswara The Royal Bank of 23/10/2012 S 440,000 3 5.83Syntex Ltd Scot N. V RONAK SATISH KUMAR Veer Energy P 1,024,900 15.49 SHAH CLAREVILLE CAPITALBanswara The Royal Bank of 25/10/2012 S 869,801 5.8 Veer Energy INDIA MASTER FUND P 1,000,000 15.3Syntex Ltd Scot N. V LIMITED ** Weighted AverageGenus Power 29/10/2012 Vivekshil DealersInfrastructures - B 47,572 9.56 Pvt LtdLtd 30/10/2012 Corporate ActionGranules India Dr A Bhaskar Company Ex-Date Purpose Rs. 25/10/2012 B 50,000Ltd Krishna Malabar Trad 12-Nov-12 Dividend 0.10KG Denim Ltd IFCI Ltd S 519,229 2 3.74 Procter & Gamble 20-Nov-12 Dividend 22.50 11/07/2011Mahindra & Life Insurance - S 12,489,534 2 12.1Mahindra Ltd Corporation of India Gillette India 29-Nov-12 Dividend 15.00 17/10/2012Disclaimer:Reports prepared by Artha Capital Management LLP contain selected information and do not purport to be complete. The reports based on publicly available informationand data ("the Information") believed to be accurate and complete. Possible errors or incompleteness of the Information do not constitute grounds for liability, neither withregard to indirect nor to direct or consequential damages. Artha Capital Management LLP, their shareholders and employees are not liable for the accuracy andcompleteness of the statements, estimations and the conclusions derived from the Information contained in these documents.

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