1. V Valuehunt
Morning Notes – 11 April 2013
Market Commentary
Good Morning!!
Catter ball jump in Market
Yesterday market had a small upward jump like a catter ball. When a ball is drop from a
height, it will jump up to certain height. But after that it will be drop again to rock bottom.
Similarly, yesterday’s rise was just like. Sure the market will go down further.
As value investors, one can wait for this kind of fall in coming trading days. But those who
can’t wait can take June 2013 NIFTY 5500 PUT option. Sure the market would go down and
the option will be option-in-the-money sooner.
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2. V Valuehunt
Morning Notes – 11 April 2013
Global Indices Nifty Movement FII & DII Turnover Currency
Close Change 5,800
Points Buy Sell Change (%)
Price (%)
5,558 FII (Rs.mn) 28,222 27,819 INR - USD 54.44 (0.3)
Nifty 5,558 63.6 1.1
Nifty
1.16%
5,600 Change (%) 36% 1% INR - EUR 71.25 (0.2)
Sensex 18,414 187.9 1.0
DII (Rs.mn) 8,418 6,445 INR - GBP 83.48 (0.2)
Nikkei 13,288 95.7 0.7
Change (%) (48%) 1% JPY – USD 98.98 (0.1)
Straight Time 3,293 (3.3) (0.1)
5,400
Hang Seng 22,034 164.2 0.7 3-Apr-13 10-Apr-13 **FII – Foreign Institutional Investor
Shanghai 2,226 0.3 0.1 **DII – Domestic Institutional Investor
FTSE 100 6,387 74.1 1.2
CAC 40 3,743 73.0 2.0 Special Situation Stocks
DAX 7,810 173.1 2.2
DJIA 14,802 128.7 0.9
S&P 500 1,587 19.1 1.2
Company Special Situation Comments
NASDAQ 3,297 59.4 1.8
Sectoral Indices
Close Price Change (%)
Realty 1,771 1.3
Oil & Gas 8,345 0.3
Metal 8,465 0.3
Bankex 12,756 1.7
Capital Goods 8,891 1.4 No Special Situation Stock for Today!!
Power 1,649 0.7
IT 6,658 2.1
Auto 9,884 0.7
FMCG 5,662 (0.4)
HeathCare 8,241 0.3
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3. V Valuehunt
Morning Notes – 11 April 2013
Nifty Gainers Headline News
Economic Times Business Standard
Close Change (%)
Company
Price  S&P sets new milestone, led by tech and financials  FY13 car sales in slow lane, lowest in a decade
Reliance Infra. 344.20 4.68
 Ammann Group enters India in JV with Guj Apollo  Problem of scarcity becomes problem of plenty
HDFC 783.15 4.01
HCL Technologies 765.00 3.31  JLR posts record sales for March  Shorter tenure bonds see higher trader interest
JP Associates 66.10 3.20
 Jindal Stainless inks strategic pact with Posco  DTH is a long-term game, and change is happening: Shashi
Kotak Mah. Bank 638.20 3.14
 GoM meet on draft coal regulator Bill inconclusive
Arora
 Jubilant launches first commissary in N India  Manulife, HDFC Life in the fray for HSBC India insurance arm
Nifty Losers  Solar venture capital funding on the fall  IPAB stays revocation of Pfizer's patent on anti-cancer drug
 Gaurav Mathur launches InVent Capital
Close  FMCG biggies offer big discounts to push premium
Company Change (%)
Price products on slowing demand  Tracking CPI inflation more important than WPI: Morgan
Jindal Steel 328.50 (1.25)
 India to buy oil from wherever it gets 'best deal'
Stanley
Sun Pharma.Inds. 857.45 (1.19)
Hind. Unilever 467.95 (0.89) Business Line Money Control
Dr Reddy's Labs 1,899.70 (0.88)
ITC 284.85 (0.82)  IT hiring will dip as economic uncertainties remain:  SEBI has gone beyond SC order, says Sahara boss Roy
Nasscom  Sensex rallies 188 as IT, banks surge; Rel Comm gains 13%
 Kingfisher Airlines submits new revival plan
 Why foreign investors may be selling Indian debt
Commodity  CIL-NTPC dispute: Full coal supply to be resumed
 Goldman cuts gold price forecasts, recommends short
 Heavy Industries Ministry seeks early approval for position
Rs. Change (%)
quadricycles  Maruti to spearhead parent Suzuki's export strategy
Crude (Rs/Bbl) 5,144 0.2
Gold (Rs/10 grms) 29,222 (1.4)  Kalimati Investment merged into Tata Steel  Etihad's Jet stake buy seen delayed until Aug: Sources
Silver (Rs/Kg) 51,809 (0.7)  E-learning solution for Maths
Copper (Rs/Kg) 413 (0.4)
 New products to help maintain profits in FY14: Talwalkars
 Constructing residential property will be a key area
Note: MCX near month Futures Price
 Shobha Developers sees realty mkt growing in double-digits
for NBCC
Note : Click on article to read the respective news
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4. V Valuehunt
Morning Notes – 11 April 2013
Insider Trading Bulk Deal (BSE/NSE)
Shares Trans. Holdin Buy
Transaction Buy Company Client Name Quantity %
Company Buyer / Seller g after /Sale
Date /Sale Quantity %
Trans.
JWALAMUKHI
Greenply Inds B 140,000 449.97
Chambal INVESTMENT HOLDINGS
Ronson Traders
Fertilisers & 26/03/2013 B 191,831 1.44
Ltd
Chemicals Ltd
MERRILL LYNCH
TATAMOTORS-
CAPITAL MARKETS B 6,340,959 151.85
DVR-A-ORDY
ESPANA SA SV
Chambal Yashovardhan
Fertilisers & Investment & 26/03/2013 B 25,000 1.76 THE ROYAL BANK OF
Chemicals Ltd Trading Co. Ltd TATAMOTORS- SCOTLAND ASIA
S 6,340,959 151.85
DVR-A-ORDY MERCHANT BANK
SINGAPORE LT
Future ** Weighted Average
Ryka Commercial
Ventures India 25/03/2013 B 7,500,000 2.12
Ventures Pvt Ltd
Ltd
Corporate Action
Marksans Company Ex-Date Purpose Rs.
Mark Saldanha 21/03/2013 B 296,100 0 50.96
Pharma Ltd
Castrol India 12 Apr 2013 Final Dividend 3.50
Pipavav
Defence and
SKIL Shipyard
Offshore 26/03/2013 B 137,391 4.89
Holdings Pvt Ltd
Engineering
Company Ltd Clariant Chem 12 Apr 2013 Final Dividend 17.50
Pipavav
Defence and
SKIL Shipyard
Offshore 26/03/2013 B 137,391 4.89
Holdings Pvt Ltd Honeywell Auto 12 Apr 2013 Dividend 10.00
Engineering
Company Ltd
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