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1. V Valuehunt
Morning Notes – 15 October 2012
Market Commentary
Last week was a roller coaster week for Indian equity market. It went up and down to end flat. Meanwhile Government
of India is pushing for lot of reforms in effort to revive the market. Past week set the tone for Corporate India’s Quarter
two results. IT biggie Infosys and 2nd larget private bank declared its Q2 results. Infosys’s guidance was not very
encouraging for Mr Market. The next trigger would be TCS and Wipro’s result. Subsequent weeks will be a trend changer
for the market. Many investors would be asking how will be the market in coming weeks. Honestly answering the
question, our answer is – we don’t know! In fact no one can predict market levels in perfection. So as value investor, all
we can do is watch the stock levels and buy it when it is trading at 30 cents a dollar.
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. Ricoh India Ltd
7. Parrys Sugar Industries Ltd
8. Kilitch Drugs India Ltd
9. Brescon Advisors & Holdings Ltd
Contact Us:
E-Mail : dhananjayan@artha-cap.com | Mobile : +91 96294 74080

2. V Valuehunt
Morning Notes – 15 October 2012
Global Indices Nifty Movement FII & DII Turnover Currency
Close Change 5,900
Points Buy Sell Change (%)
Price (%)
5,676 FII (Rs.mn) 22,924 20,912 INR - USD 52.81 0.2
Nifty 5,676 (32.0) (0.5) (0.56%)
Nifty
5,700 Change (%) (33%) (12%) INR - EUR 68.31 0.2
Sensex 18,675 (129.6) (0.7)
DII (Rs.mn) 11,723 9,840 INR - GBP 84.79 0.3
Nikkei 8,534 (12.6) (0.1)
Change (%) (66%) (59%) JPY – USD 78.48 0.1
Straight Time 3,042 9.1 0.3
5,500
Hang Seng 21,136 137.4 0.6 **FII – Foreign Institutional Investor
5-Oct-12 12-Oct-12
**DII – Domestic Institutional Investor
Shanghai 2,105 2.1 0.1
FTSE 100 5,793 (36.4) (0.6)
CAC 40 3,389 (24.6) (0.7) Special Situation Stocks
DAX 7,232 (49.2) (0.7)
DJIA 13,328 2.5 0.1 Special
S&P 500 1,428 (4.2) (0.3) Company Comments
Situation
NASDAQ 3,044 (5.3) (0.2)
Sectoral Indices
Close Price Change (%)
Realty 1,870 (0.9)
Oil & Gas 8,543 (0.3)
Metal 10,620 (0.1)
Bankex 13,087 (0.4) No special situation stock for today
Capital Goods 11,176 (0.4)
Power 2,036 (0.2)
IT 5,729 (2.6)
Auto 10,275 (0.7)
FMCG 5,750 0.2
HeathCare 1,870 (0.9)
Contact Us:
E-Mail : dhananjayan@artha-cap.com | Mobile : +91 96294 74080

3. V Valuehunt
Morning Notes – 15 October 2012
Nifty Gainers Headline News
Economic Times Business Standard
Close Change (%)
Company
Price  Beyond DLF & Vadra: Why is real estate murky?  BCCI floats tender for new IPL franchise
ACC 1,498.05 3.85
 Gunnebo emerging as big player in banking security  Infosys doubles investments in debt funds to about Rs
Lupin 566.30 3.09
Ambuja Cem. 214.85 2.73
5,000 cr
 Dilip Chhabria to set up two showrooms and an
JP Associates 92.65 1.81 assembly unit in Gujarat  No resale of old collected furniture, IKEA assures govt
Grasim Inds 3,388.10 1.25
 HDFC Bank to consider review of base rate: Paresh  Sebi to sign bilateral MoUs to attract foreign investors
Sukhtankar  Inflation, Q2 earnings to set the tone for stock mkts:
 AOC targets 10% market share in flat panel TV segment experts
Nifty Losers
 FIPB to consider 50 FDI proposals this week
 GSPC's acqusition of Gajarat Gas from BG Group aimed
Close
Company Change (%) at emerging as an integrated player in gas  Tatas awaiting ore allocation to start work on K'taka plant
Price
Infosys 2,395.35 (5.44)  BNP Paribas and Srei Infrastructure invest Rs 200 crore  FIIs pumped over Rs 10,000 cr in stocks in Oct so far
Bharti Airtel 260.35 (2.60) in joint venture  Dunkin' Donuts to enter Mumbai, Bangalore in six months
BHEL 245.40 (2.48)
IDFC 151.05 (1.98) Business Line Live Mint
Wipro 352.05 (1.73)
 Index outlook: Stocks take a breather  Suzlon shareholders' wealth plunges by Rs 4100cr in a
 ‘Curb speculation in commodities market’ year
 Reliance Q2: Here's what the street is expecting
Commodity  Food regulator asks Parle to recall mango candy
 EIL eyes business where BHEL cannot deliver  MCA likely to tighten fund raising norms by unlisted cos
Rs. Change (%)
 Srei Equipment to finance used construction  SBI sees big jump in home loan application value
Crude (Rs/Bbl) 4,855 0.1
Gold (Rs/10 grms) 31,320 (0.1) equipment  M-cap of top seven cos down Rs 39787 cr; RIL biggest
Silver (Rs/Kg) 61,763 (0.9)  SBI keen on achieving multiplier effect on CSR spend loser
Copper (Rs/Kg) 438 (0.7)
 Premier Explosives starts producing ‘safe, green’  Chidambaram calls for 'calibrated risks' from RBI
Note: MCX near month Futures Price detonator
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 – 15 October 2012
Insider Trading Bulk Deal (BSE/NSE)
Buy Shares Trans. Holding Buy
Transaction Company Client Name Quantity %
Company Buyer / Seller /Sal after /Sale
Date Quantity %
e Trans.
INDIA FOCUS CARDINAL
Vikash Metal S 512,542 1.35
Gujarat Pipavav IDBI Trusteeship FUND
S 10,000,000 0.47
Port Ltd Services Ltd
Birla Pacific PARAMHANS SECURITIES
P 800,000 2.58
Gujarat Pipavav IDFC Trustee Medspa PRIVATE LIMITED
S 10,000,000 0.57
Port Ltd Company Ltd
LOTUS GLOBAL
Karur Vysya Bank S 550,000 426
Shriram City 26/09/2012 INVESTMENTS LIMITED
Union Finance Van Gogh Ltd - S 4,156,000
Ltd 27/09/2012 ** Weighted Average
30/07/2012 Corporate Action
Subex Ltd Elara Capital PLC - S 5,477,544
26/09/2012
Company Ex-Date Purpose Rs.
Vakrangee Vakrangee Ganon Trading 15-Oct-12 BONUS 30:1 -
25/09/2012 B 1,100,000 0.22 23
Softwares Ltd Holdings Pvt Ltd
Infosys 18-Oct-12 Interim Dividend -
Vakrangee Vakrangee
25/09/2012 B 400,000 0.08 23.1
Softwares Ltd Holdings Pvt Ltd
HCL Tech 19-Oct-12 Final Dividend 4
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.