1. VValuehunt
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Morning Notes – 26 April 2013
Good Morning!!
Lots of positives in Corporate India’s Q4 results lifted the market
Axis Bank declared huge jump of 22% growth in net income. Credit Suisse rated Tata
Motors as ‘Outperform’ as its luxury brand Land Rover is beating the competition in Asia’s
largest market China. Idea Cellular’s net profit is also up by 35% QoQ. Almost all the top
companies’ results are good. This made the market to go up. In addition to this, market is
expecting a rate cut by Reserve Bank of India (RBI) in its coming credit meeting. This is
fueling the market increase.
Today some of the top companies namely, ICICI Bank, Hero Motocorp, and Maruti Suzuki
are going to declare results. We expect Hero Motocorp and Maruti to declare moderate
results.
Market Commentary

2. VValuehunt
Company Special Situation Comments
Avantel Ltd Buyback
Company to consider the proposal to buyback the fully-
paid up equity shares of the Company on 6th May 2013
in its Board meeting
Ushdev International
Ltd
Spin off /
Demerger
Board of Directors of the Company at its meeting held on
April 24, 2013, inter alia, has approved the proposal to
consider the demerger of wind power division of the
Company
Agro Tech Foods Ltd Buyback
Approved the proposal for buy back through tender offer
method of approximately 1,000,000 fully paid Equity
Shares of Rs. 10/- each from the shareholders at a price
of Rs. 520.00/- per share payable in cash upto an
aggregate amount of Rs. 520,000,000.00/- which is less
than 25% of the aggregate of total paid capital
Close
Price
Points
Change
(%)
Nifty 5,916 79.4 1.3
Sensex 19,406 227.5 1.2
Nikkei 13,926 82.6 0.6
Straight Time 3,338 15.0 0.5
Hang Seng 22,401 218.2 1.0
Shanghai 2,199 (19.0) (0.9)
FTSE 100 6,442 10.8 0.2
CAC 40 3,840 (2.5) (0.1)
DAX 7,832 73.8 0.9
DJIA 14,700 24.5 0.2
S&P 500 1,585 6.4 0.4
NASDAQ 3,289 20.3 0.6
Global Indices
Close Price Change (%)
Realty 1,936 (0.6)
Oil & Gas 8,834 1.4
Metal 8,758 1.4
Bankex 14,545 1.4
Capital Goods 9,729 0.9
Power 1,754 1.2
IT 5,701 (1.7)
Auto 10,758 2.8
FMCG 6,166 0.6
HeathCare 8,694 2.0
Sectoral Indices
Buy Sell
FII (Rs.mn) 62,266 47,769
Change (%) 162% 122%
DII (Rs.mn) 10,546 23,240
Change (%) 3% 58%
**FII – Foreign Institutional Investor
**DII – Domestic Institutional Investor
FII & DII Turnover
Special Situation Stocks
5,600
5,800
6,000
16-Apr-13 25-Apr-13
Nifty
5,916
1.36%
Nifty Movement
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E-Mail : dhananjayan@artha-cap.com | Mobile : +91 96294 74080
Change (%)
INR - USD 54.23 (0.1)
INR - EUR 70.75 0.1
INR - GBP 83.10 0.1
JPY – USD 99.39 (0.1)
Currency
Contact Us:
E-Mail : dhananjayan.jayabal@cp-artha.co | Mobile : +91 96294 74080
Morning Notes – 26 April 2013

3. VValuehunt
Economic Times Business Standard
 Gold shoots up 1.8 pc on rising geopolitical tensions
 Idea served I-T notice, terms it 'erroneous'
 Ten Sports acquires broadcast rights for Tour de
France
 'Govt cannot levy property tax on mobile towers'
 MRPL buys first Nigerian Okoro crude oil cargo
 COMPAT upholds CCI order against 9 companies
 Global VC funding in wind sector rebounds in Q1
2013
 Tata Motors hits out at move to allow quadricycles
Business Line
 Tax authorities send notices to MFs on PTCs again
 Sebi slaps Rs 8 lakh fine on broker Finquest in BoR case
 Lower crude oil prices will hurt upstream players
 Banks' put contracts cheapest in 6 months before RBI meet
 Airline shares up on Jet- Etihad deal
 Sensex up 227 pts as rate cut hopes aid
 L&T Finance Holdings net rises 22% to Rs 171 crore
 Nalco pays 15% interim dividend
 Airline shares jump on Etihad's stake buy in Jet Airways
Money Control
 ‘Motorcycle sales matter to us, two-wheeler stats are
irrelevant’
 Datsun's global premiere of Indian small car in July
 Higher silver sales boost Hind Zinc net 53%
 Granules India Q4 net dips, sales up
 Procter & Gamble Q3 net at Rs 52 cr
 Strides Arcolab Q1 profits higher at Rs 31.57 cr
 Online players see gold sales treble
 Idea Cellular Q4 beats street, net up 35% to Rs 308cr QoQ
 Nifty ends above 5900; Bank Nifty up 12% in April series
 Govt pitches for rating upgrade from S&P
 4 negatives for Indian IT from proposed H1-B visa rules
 IDBI Bank Q4 net profit falls 28% to Rs 554.5 cr YoY
 Coal price pooling hard to put in practice: ex-CIL CMD
 Rangarajan gas pricing formula rejected by most ministries
Note : Click on article to read the respective news
Headline News
Company
Close
Price
Change (%)
Dr Reddy's Labs 1,992.50 4.79
GAIL (India) 344.40 4.35
Tata Motors 293.30 4.19
NTPC 155.25 4.16
Axis Bank 1,503.40 4.06
Nifty Gainers
Company
Close
Price
Change (%)
TCS 1,402.30 (1.97)
DLF 242.45 (1.80)
HCL Technologies 719.05 (1.79)
Infosys 2,227.70 (1.53)
JP Associates 77.45 (1.21)
Nifty Losers
Rs. Change (%)
Crude (Rs/Bbl) 5,067 2.1
Gold (Rs/10 grms) 27,062 2.5
Silver (Rs/Kg) 45,263 5.5
Copper (Rs/Kg) 389 2.8
Note: MCX near month Futures Price
Commodity
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Morning Notes – 26 April 2013

4. VValuehunt
Company Buyer / Seller
Transaction
Date
Buy
/Sale
Shares Trans. Holdin
g after
Trans.
Quantity %
Commex
Technology
Ltd
Ketan Suresh
Sheth
13/03/2013
-
23/03/2013
B 256,651 1.19
Magma
Fincorp Ltd
India Capital Fund
Ltd
20/03/2013 S 3,190,000 5.12
Praj
Industries Ltd
Parimal Chaudhari 2/4/2013 B 409,625 7.84
Praj
Industries Ltd
Utpal Sheth 2/4/2013 B 200,000 0.1 0.11
Sharyans
Resources
Ltd
Kempro Traders
Pvt Ltd
22/03/2013 B 65,585 17.2
Sharyans
Resources
Ltd
Kempro Traders
Pvt Ltd
25/03/2013 B 50,317 17.5
Insider Trading
Company Client Name
Buy
/Sale
Quantity %
Aanjaneya Lifecare
CHETAN RASIKLAL
SHAH
B 78,219 76.04
RADGLOBAL
ANJALI SUPPLIERS
PRIVATE LIMITED
B 435,000 79.83
RADGLOBAL
ATTRIBUTE SHARES &
SECURITIES PVT LTD
B 468,750 79.88
** Weighted Average
Bulk Deal (BSE/NSE)
Company Ex-Date Purpose Rs.
GM Breweries 26 Apr 2013 Dividend 2.50
ABB 30 Apr 2013 Final Dividend 3.00
Puravankara Proj 30 Apr 2013 Interim Dividend 2.50
Corporate Action
Disclaimer:
Reports prepared by CP-Artha Financial Advisory Private Ltd contain selected information and do not purport to be complete. The reports based on publicly available
information and data ("the Information") believed to be accurate and complete. Possible errors or incompleteness of the Information do not constitute grounds for liability,
neither with regard to indirect nor to direct or consequential damages. CP-Artha Financial Advisory Private Ltd, their shareholders and employees are not liable for the
accuracy and completeness of the statements, estimations and the conclusions derived from the Information contained in these documents.
Morning Notes – 26 April 2013