Published by CP-Artha Financial Advisory Private Ltd

1. V Valuehunt
Morning Notes – 02 November 2012
Market Commentary
Market is flat again. As insisted yesterday we are expecting a fall in the form of correction.
CP-Artha Model Portfolio
We maintain the very same position like a day before. Rossell India Ltd went up by another 9%
today.
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 Ltd
Contact Us:
E-Mail : dhananjayan@artha-cap.com | Mobile : +91 96294 74080

2. V Valuehunt
Morning Notes – 02 November 2012
Global Indices Nifty Movement FII & DII Turnover Currency
Close Change 5,900
Points Buy Sell Change (%)
Price (%) 5,645
FII (Rs.mn) 21,357 18,011 INR - USD 53.69 (0.2)
Nifty 5,645 25.3 0.4 0.45%
Nifty
5,700 Change (%) (3%) (7%) INR - EUR 69.51 (0.4)
Sensex 18,561 56.3 0.3
DII (Rs.mn) 8,465 10,004 INR - GBP 86.62 (0.2)
Nikkei 8,947 18.8 0.2
Change (%) (18%) (12%) JPY – USD 80.22 0.4
Straight Time 3,027 (11.4) (0.4)
5,500
Hang Seng 21,822 180.9 0.8 **FII – Foreign Institutional Investor
25-Oct-12 1-Nov-12
**DII – Domestic Institutional Investor
Shanghai 2,104 36.4 1.8
FTSE 100 5,861 79.2 1.4
CAC 40 3,475 46.1 1.3 Special Situation Stocks
DAX 7,335 75.0 1.0
DJIA 13,232 136.1 1.0 Special
S&P 500 1,427 15.4 1.1 Company Comments
Situation
NASDAQ 3,020 42.8 1.4
Sectoral Indices
Nouveau Global Ventures Company gets the final court order to demerge and
Demerger
Close Price Change (%) Ltd list Pearl Agriculture Ltd and Pearl Electronics Ltd
Realty 1,803 1.8
Oil & Gas 8,331 (0.3)
Metal 10,232 0.8
Bankex 12,994 0.4
Capital Goods 10,925 0.6
Power 1,972 1.0
IT 5,733 0.2
Auto 10,534 2.2
Wipro Ltd Divestiture Company to hive off non software business
FMCG 5,638 (0.9)
HeathCare 7,688 0.9
Contact Us:
E-Mail : dhananjayan@artha-cap.com | Mobile : +91 96294 74080

3. V Valuehunt
Morning Notes – 02 November 2012
Nifty Gainers Headline News
Economic Times Business Standard
Close Change (%)
Company
Price  Debt funding: RBI wants govt to remove FDI sectoral  NEWSALERT: Wirpo Q2 consolidated net at Rs 1,610 cr
Tata Motors 267.45 4.99 limits
Bharti Airtel 281.15 4.26  EGoM lightens old telcos' refarming hit by Rs 65k-cr
 Wipro's non-IT biz now a separate unit; may help
Cipla 375.30 3.30  No proposal to raise RIL gas price till 2014, says OilMin
Wipro 361.25 3.02 Premji comply with holding norm
Reliance Infra. 481.90 2.64  Strong Oct sales put automakers in high gear
 Bravia eyes investment in India's airline companies
 PM says fiscal deficit too high, deters investment
 Spencer's Retail of Goenka group plans to go for IPO
 SBI rules out cut in lending rates
Nifty Losers  Zylog crashes 40% on pledged share sale talk
 Investments via P-notes at six-month high
 Videocon broadcast arm plans $150-$200 million IPO:
Close
Company Change (%) Sources  October factory output subdued
Price
Hind. Unilever 537.45 (1.67)  Indian markets have attracted 50% of FII flows: BNP  Diversification helps L&T score over BHEL
ONGC 264.85 (1.36)
ITC 279.30 (1.15) Business Line Live Mint
GAIL (India) 345.50 (0.97)
HDFC Bank 628.60 (0.88)  Price hike on non-subsidised LPG cylinder put on hold  Sales improve for Maruti, M&M, but market subdued
 Fidelity Growth invests Rs 400-cr in Trivitron  Jyothy Laboratories acquires a new shine
 StanChart to pump in $35 m more in Prime Focus  Network18 loss narrows to Rs.22.6 crore
Commodity
 Thomas Cook sees double-digit growth  More alliances on the cards for Tata Beverages
Rs. Change (%)  RBI revises norms for rehabilitation of small units  Mills pushes the envelope with SpiceJet
Crude (Rs/Bbl) 4,702 0.8
 Orient-Express board to discuss Indian Hotels bid  Ministerial panel dilutes spectrum refarming proposal
Gold (Rs/10 grms) 30,947 (0.5)
Silver (Rs/Kg) 59,660 (0.4)  Pfizer Q3 profit falls 14% on generic Lipitor  Growth in developed markets impacts emerging
Copper (Rs/Kg) 423 0.8 economies
 US-based Watson Pharma acquires Actavis
Note: MCX near month Futures Price
Note : Click on article to read the respective news
Contact Us:
E-Mail : dhananjayan@artha-cap.com | Mobile : +91 96294 74080

4. V Valuehunt
Morning Notes – 02 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 % THE ROYAL BANK OF
Trans.
SCOTLAND ASIA
DIAMONPOWER-$ P 772,297 105
MERCHANT BANK
Hatsun Agro RG SINGAPORE LT
23/10/2012 B 3,430,000 62.3
Product Ltd Chandramogan
DIAMONPOWER-$ ABN AMRO BANK NV S 772,297 105
Hatsun Agro RG THE ROYAL BANK OF
23/10/2012 B 3,430,000 62.3 SCOTLAND ASIA
Product Ltd Chandramogan Brigade Enter P 1,332,500 66.5
MERCHANT BANK
SINGAPORE LT
** Weighted Average
Rishiroop
Rishiroop Holding
Rubber B 150,000 1.3 10.5
Pvt Ltd
International Ltd
Corporate Action
Sakthi Sugars Company Ex-Date Purpose Rs.
M Manickam 25/10/2012 B 100,000 4.9
Ltd
ROCKON FIN 2-Nov-12 Consolidation of Shares
Platinum 17/11/2011
Unitech Ltd Investment - B 11,535,000 7.39
Management Ltd 21/11/2011
Malabar Trad 12-Nov-12 Dividend 0.10
Xchanging Xchanging
23/10/2012 S 686,377 75
Solutions Ltd (Mauritius) Ltd Procter & Gamble 20-Nov-12 Dividend 22.50
Disclaimer:
Reports prepared by Artha Capital Management LLP 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. Artha Capital Management LLP, 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.