The document provides a market commentary and analysis for the Indian equity market and various companies for December 27, 2012. It summarizes that the two major Indian indices have risen 24% in the past year despite no significant improvement in fundamentals. It predicts the first half of 2013 will be bullish for the market. It also provides updates on company holdings, global market indices, sectoral indices, commodity prices, and other news headlines.

1. V Valuehunt
Morning Notes – 27 December 2012
Market Commentary
Indian Equity Market in 2012 so far
For the past one year, two major indices of Indian Equity market had gone up by 24%. Though the fundamentals had not shown any significant
improvement, market has the perception that it will improve in 2013. The high interest rate regime that started in 2010 by Reserve Bank of India (RBI)
is still continued. Senior experts in the market believe that RBI would reduce the base interest rate in Jan 2013. It might t rigger an upmove in the
coming months. To sum up all the market insights, first half of 2013 would be bullish and may be second half of 2013 may be flat or bearish. This is our
prediction for 2013.
CP-Artha Model Portfolio
As expected, Liberty Phosphate Ltd is touching upper circuit for the last two days. One can hold on to this stock for long term benefits
Our holdings:
1. Gujarat State Fertilizers & Chemicals Ltd
2. FDC Ltd
3. Menon Bearings Ltd
4. Jindal Poly Films Ltd
5. Parrys Sugar Industries Ltd
6. Kilitch Drugs India Ltd
7. Brescon Advisors & Holdings Ltd
8. Liberty Phosphate Ltd
9. Rossell India Ltd
10. Fairfield Atlas Ltd
Contact Us:
E-Mail : dhananjayan.jayabal@cp-artha.co | Mobile : +91 96294 74080

2. V Valuehunt
Morning Notes – 27 December 2012
Global Indices Nifty Movement FII & DII Turnover Currency
Close Change 6,000
Points 5,905 Buy Sell Change (%)
Price (%) 0.85%
FII (Rs.mn) 20,352 12,914 INR - USD 54.84 (0.2)
Nifty 5,905 49.8 0.8
Nifty
5,800 Change (%) 25% 10% INR - EUR 72.55 0.1
Sensex 19,417 162.4 0.8
DII (Rs.mn) 7,685 10,693 INR - GBP 88.47 (0.3)
Nikkei 10,230 150.2 1.5
Change (%) 42% 37% JPY – USD 85.76 1.1
Straight Time 3,180 12.2 0.4 5,600
Hang Seng 22,541 34.9 0.1 **FII – Foreign Institutional Investor
18-Dec-12 26-Dec-12
**DII – Domestic Institutional Investor
Shanghai 2,219 5.5 0.2
FTSE 100 5,954 14.2 0.2
CAC 40 3,652 (8.8) (0.2) Special Situation Stocks
DAX 7,636 (35.8) (0.5)
DJIA 13.114 (24.5) (0.2)
S&P 500 1,419 (6.8) (0.5)
Company Special Situation Comments
NASDAQ 2,990 (22.4) (0.7)
Sectoral Indices
Close Price Change (%)
Realty 2,092 1.2
Oil & Gas 8,370 0.8
Metal 11,046 0.6
Bankex 14,342 1.4 No special situation stock for today
Capital Goods 10,908 1.7
Power 1,974 1.0
IT 5,663 (0.2)
Auto 11,336 0.3
FMCG 5,945 0.4
HeathCare 8,177 0.6
Contact Us:
Contact Us:
E-Mail ::dhananjayan.jayabal@cp-artha.co | Mobile : +91 96294 74080
E-Mail dhananjayan@artha-cap.com | Mobile : +91 96294 74080

3. V Valuehunt
Morning Notes – 27 December 2012
Nifty Gainers Headline News
Economic Times Business Standard
Close Change (%)
Company
Price  Tata Motors may launch 800 cc Nano; likely price at  Higher coal price forces Nalco to cut more capacity
Bharti Airtel 317.40 2.85 Rs 2.5 lakh
JP Associates 98.05 2.46  Godrej Properties inks pact with Ratnaraj
ICICI Bank 1,148.65 2.42
 DGCA to ask for more details from KFA on its
 Amended legislation paves way for new banks in 2013
Larsen & Toubro 1,622.35 2.34
finances
Jindal Steel 454.45 2.02  Banks' loan, deposit growth slower on weak GDP  Government announces sops for exporters
 IIFCL to get new $1.2 bn credit line from ADB  KFA revival plan has no clear funding proposal
 Toyota Kirloskar restructures organization for faster  Road Sector in India continues to face multiple challenges:
Nifty Losers ICRA
decision making
Close  Textiles industry seeks easier imports of cotton yarn,  FII cumulative investments in stocks reach $125 bn during
Company Change (%)
Price fabric 2012
Hind. Unilever 523.40 (1.56)
Hero Motocorp 1,874.65 (0.62)  Govt likely to discuss Sasan project excess coal usage  Emerging markets could see more flows in 2013: Punita
TCS 1,262.20 (0.32) tomorrow Kumar Sinha
HCL Technologies 634.45 (0.31)  Hindalco: Worst seems to be over  Jindal Stainless gains on preferential issue plan
Infosys 2,315.25 (0.30)
Business Line Money Control
 Suzlon promoters offload 2.11% stake for Rs 63 cr  Tough to repeat '12 momentum; rate-cut impact low:
Commodity  Bombay HC refuses to quash allotment of plot to Experts
M&M  Companies raised USD 1.35bn from overseas markets in Nov
Rs. Change (%)
 Govt okays 12.5% stake sale in RCF  Govt mulls new taxes in Budget to boost revenue: Sources
Crude (Rs/Bbl) 4,982 1.5
Gold (Rs/10 grms) 30,696 (0.5)  Griffin Coal to get A$50 m from Bluewaters Power  Plan panel for lowering growth target in 12th Plan to 8%
Silver (Rs/Kg) 57,421 (0.5) next month
Copper (Rs/Kg) 438 0.5  Telcos must bid in 900 mhz band auction: DoT sources
 Uno Minda, Korean firm tie up to make automotive
Note: MCX near month Futures Price lamps  No need for CAG audit of CBM blocks: Rangarajan panel
Note : Click on article to read the respective news
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4. V Valuehunt
Morning Notes – 27 December 2012
Insider Trading Bulk Deal (BSE/NSE)
Shares Trans. Holdin Buy
Transaction Buy Company Client Name Quantity %
Company Buyer / Seller g after /Sale
Date /Sale Quantity %
Trans. INDUSIND
Indusind Bank INTERNATIONAL S 3,300,000 423
Lotus HOLDINGS LIMITED
Chocolate Abhijeet Pai 10/12/2012 B 125,000 1 3.52
Company Ltd
ABDUL GANI SARFARAZ
Sayaji Hotels B 193,590 120
YUSUF DHANANI
Lotus
Chocolate Aditya Pai 10/12/2012 B 80,000 0.6 3.17
Company Ltd NASREEN YUSUF
Sayaji Hotels B 100,000 116.5
DHANANI
Lotus ** Weighted Average
Chocolate Aman Pai 10/12/2012 B 80,000 0.6 3.17
Company Ltd
Corporate Action
Lotus Company Ex-Date Purpose Rs.
Chocolate Niveditha Pai 10/12/2012 B 90,000 0.7 1.19
Company Ltd
Amtek Auto-$ 27-Dec-12 Dividend 0.5
Lotus
Chocolate Poornima Pai 10/12/2012 B 125,920 1 1.46
Company Ltd
Anukaran Comm 27-Dec-12 Stock Split from Rs. 10/- to Re. 1/- -
United
ICICI Prudential
Phosphorus 30/11/2012 B 329,599
Mutual Fund Glodyne Tech 27-Dec-12 Dividend 0.2
Ltd
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.