1. January 5, 2011
Volume: 1 | Issue: 389| November 1, 2010
INDIAN MARKET 4-Jan 3-Jan % Change COMMENTARY
BSE Sensex 20,499 20,561 (0.30) INDIA
NSE Nifty 6,146 6,158 (0.19) After starting in the green for the second straight day, the Indian markets were unable to carry on the
BSE Midcap 7,853 7,873 (0.25) momentum through the day, with the NSE Nifty and the BSE Sensex ending with marginal losses.
BSE Smallcap 9,841 9,845 (0.04) Sustained weakness in the banking stocks offset gains in FMCG and Oil & Gas shares. Realty and Auto
Nifty Junior 12,205 12,261 (0.46) stocks were also down today. Banking stocks were badly beaten down after being in momentum. Stocks
CNX Midcap 8,900 8,919 (0.21) like SBI, ICICI Bank and HDFC Bank were among the major laggards. Later, in the afternoon trades, the
Sensex finally broke into the green as Reliace moved ahead and Infosys registered a new all time high.
Even the Mid-Cap and the Small-Cap stocks were under pressure while the market breadth was neutral.
The key benchmark index, Sensex lost 0.30% to end at 20,499 and the Nifty shed 12 points at 6,146. In
GLOBAL MARKETS 4-Jan 3-Jan % Change the broader markets, the BSE Midcaps shed 0.25% and the BSE Smallcaps ended flat at 9,841. In
Dow Jones Ind (USA) 11,691 11,671 0.17 comparison, the Sensex underperformed the broader markets at 0.3%.
Nasdaq Composite(USA) 2,681 2,691 (0.36) The market breadth for the day was negative. Of the total 3049 stocks traded on the BSE, 1481 stocks
S&P 500 (USA) 1,270 1,271 (0.06) had declined while 1423 had advanced.
FTSE 100 (UK) 6,007 5,900 1.81
DAX (Germany) 6,973 6,980 (0.10) GLOBAL MARKETS
Nikkei 225 (Tokyo) 10,398 10,229 1.65 U.S. stocks fell, with the Standard & Poor’s 500 Index retreating from the highest level since September
Hang Seng (Hong Kong) 23,668 23,436 0.99 2008, as a stronger dollar weighed on prices of commodities and shares of the companies that produce
them. Stocks pared losses as minutes from the last Federal Reserve meeting said the economic recovery
Shanghai Comp (China) 2,853 2,808 1.59
wasn’t strong enough to scale back a second round of quantitative easing. The Dow Jones Industrial
KOSPI (South Korea) 2,085 2,070 0.72
Average rose 20 points, or 0.17 percent, to 11,691.The S&P500 slid to 0.06% ending at 1270 and the
STI (Singapore) 3,250 3,236 0.43 Nasdaq also ended the day in red down by 0.36%.
MSCI Emerging Market 442 445 (0.60)
MSCI Frontier Market 605 603 0.31 Asian Markets have opened Negative note Nikkei is down by 0.25% and Hang Seng has started the day
in red.
BOND MARKETS 4-Jan 3-Jan Change CORPORATE/ ECONOMY NEWS
10yr G-Sec Yield 8.12 8.06 0.06 Singapore-based Indian equity fund Helios Strategic is betting on lenders such as HDFC
1yr G-Sec Yield 7.48 7.48 0.00 Bank, despite a strong run-up last year, though it continues to hold short positions on Indian
LIBOR (6m) 0.45 0.45 0.00 telcos as it believes the industry's woes are far from over.
LIBOR (1m) 0.25 0.26 (0.01)
Interbank Call rate 6.6 6.7 (0.15) Great Eastern Shipping Co expects to raise Rs 100 crore via issue of 12-year bonds by the end
of this week. The proceeds will go towards future acquisition of vessels and for other corporate
purposes.
BSE Turnover Rs Cr('000) Sensex
20600 5.0 Hinduja Group flagship firm Ashok Leyland reported 23.86 per cent jump in its commercial
vehicle sales at 7,568 units in December 2010 compared to the same month previous year.
20500 4.0
20400 3.0 Media and entertainment group UTV Software Communications reported that its founder
Ronnie Screwvala has sold his 1.09 per cent stake in the company for Rs 25.14 crore through an
20300 2.0 open market transaction.
20200 1.0
Construction firm Pratibha Industries said that it has bagged Rs 104.97 crore contract from
20100 0.0 Delhi Metro Rail Corporation (DMRC).
29-Dec 30-Dec 31-Dec 3-Jan 4-Jan
IT solutions provider Trimax IT Infrastructure and Services (Trimax) plans to raise around Rs
250 crore through an initial public offering (IPO) this year, a top company official said.
6170 NSE Turnover Rs Cr('000) Nifty
16
IDBI Bank revises retail term deposits rates by 25-75 basis points. With this revision, the highest
6160 14 interest on retail term deposits would be 9.25%.
6150 12
6140 Ramco Systems secured an order from MAS GMR Aerospace Engineering Company for airframe
6130 88.38 10
#DIV/0!
6120 8 maintenance, repair & overhaul suite of aviation software offerings
6110 6
6100 4 Reliance Industries rose 2.03% on reports the company has commissioned international
6090
6080 2 consultants AT Kearney and Booz and Co to prepare a business transformation plan for it for
6070 0 fiscal 2011-12.
30-Dec 30-Dec 31-Dec 3-Jan 4-Jan
Mahindra Two Wheelers consolidated its presence in the two wheeler segment in December
2010 with sales at 14,971 units, as against 8,199 units in December 2009, an increase of 83%..
`

2. January 5, 2011
Volume: 1 | Issue: 389| November 1, 2010
SECTOR 4-Jan 3-Jan % Change CORPORATE NEWS
FMCG 3,756 3,693 1.70 Jindal Saw, an OP Jindal group company, today said it inked a lease pact with
Oil&Gas 10,736 10,599 1.29 Rajasthan government to mine iron ore for 30 years from a deposit containing
Heathcare 6,822 6,763 0.87 an estimated 180 million tonnes of resources.
Power 3,008 3,005 0.10
IT 6,821 6,817 0.05 JSW Steel Ltd , India's No. 3 producer of the alloy, has passed on only a part of
Teck 4,042 4,049 (0.18) the cost increases through a price hike in January and may look at future raises
Capital Goods 15,446 15,483 (0.24) depending on supply-demand equation.
Metal 17,891 17,960 (0.38)
Auto 10,162 10,218 (0.55) Pfizer has taken Dr Reddy’s Laboratories (DRL) to court to delay the launch of
PSU 9,462 9,516 (0.58) the Indian drug maker’s low-cost version of atorvastatin in the US market .
Consumer Durables 6,417 6,455 (0.59)
Realty 2,839 2,871 (1.12) The country's largest car maker Maruti Suzuki India today reported 17.01 per
Bankex 13,121 13,454 (2.48) cent jump in its sales for December 2010 at 99,225 units. MSI's exports in
December 2010, however, fell by 29.32 per cent to 9,756 units from 13,804 units
in the year-ago period.
Market regulator Sebi has barred West Bengal-based Rose Valley Real Estates
& Construction from raising money from the public on the charge that it did
BSE Upper Circuit Breakers not seek the watchdog's permission for running a scheme.
Company Name 4-Jan 3-Jan % Change
Geefcee Fiannce 61.0 50.8 20.00 State-run Power Finance Corporation has invited applications to appoint up to
Sahara Housing Finance 136.4 113.7 20.00 four lead managers to advise it on the timing and other aspects of the proposed
Centrum Capital 1395.0 1328.6 5.00 20 per cent follow-on public offer, which is likely to come in the current fiscal.
Marathawada Refractories 387.0 368.7 5.00 0
Symphony 919.0 875.2 5.00 The government will by mid-January appoint merchant bankers for the mega Rs
13,500 crore public offering of Oil and Natural Gas Corporation (ONGC) that is
being targeted to hit the market in March.
The Supreme Court said that Sebi was entitled to seek all necessary information
from two Sahara group firms on how resources were being raised but refused
BSE Lower Circuit Breakers to stay the companies' ongoing fund-mopping exercise.
Company Name 4-Jan 3-Jan % Change
Shaily 295.9 311.5 (5.00) Scottish explorer Cairn Energy said that it has secured two state of the art
Spectacle 37.1 39.1 (5.00) drilling rigs for its exploration campaign in offshore Greenland.
SVC Resources 29.9 31.5 (5.00)
REIL Electriccals 368.1 387.5 (5.00) Suzlon Energy said on Tuesday media reports of Spain's Gamesa picking up a
Chromatic India 134.0 141.0 (5.00) majority stake in the Indian wind turbine maker were "speculative in nature and
inaccurate".
IOL Chemicals and Pharmaceuticals (IOLCP) said that it will invest Rs 130 crore
to set up a manufacturing facility to produce anti-ulcer drugs in Punjab.
State sector lender Dena Bank said its total business grew by 29.4 per cent to
Rs 1 lakh crore during the year ended December, 2010.
COMMODITY 4-Jan 3-Jan % Change COMMODITY / CURRENCY NEWS
Crude Oil (USD/bbl) 89.4 92.4 (3.16)
Gold (Rs/10gm) 20,538.0 20,771.0 (1.12)
Silver (Rs/kg) 45,595.0 46,520.0 (1.99) Light Sweet Crude Oil on Tuesday was down by 3.16% at $89.4 per barrel. Gold closed
down by 1.12% at Rs 20,538 and Silver closed down by 1.99% at Rs. 45,595.
CURRENCY 4-Jan 3-Jan % Change The Indian Rupee closed lower against the dollar at 44.98 as the Indian equity
INR / USD 44.98 44.70 0.63 benchmarks ended on negative note.
USD / Euro 1.34 1.33 0.75
Yen / USD 82.10 81.43 0.82

3. January 5, 2011
Volume: 1 | Issue: 389| November 1, 2010
FUTURES PREMIUM/DISC Cash Futures P/D% ECONOMY / POLICY / GLOBAL NEWS
Bosch 6472.8 6,543.9 1.10 With economic recovery in the rich countries remaining fragile, FDI inflows to
Patel Engineering 309.5 312.6 1.02 India dipped for the second consecutive month, falling by about 7 per cent to
Pantaloon Retail 378.9 382.5 0.95 $1.6 billion in November 2010 over the same period last year.
mrf 7406.8 7,476.0 0.93
Apollo Tyre 70.5 71.2 0.92 The telecom industry topped charts in terms of mergers and acquisitions that
Adani Power 130.2 131.3 0.88 took place in India in the April-December 2010 period, valued at $58 billion
Sail 189.2 187.4 (0.95) across all sectors, an industry body study has said.
Coreprotec 291.1 288.8 (0.79)
The average assets under management of the mutual fund industry declined by
ABB 809.1 804.0 (0.62) a hefty 5 per cent during the October-December quarter, with country's largest
Nationalum 399.8 397.9 (0.49) fund house Reliance MF's assets shrinking by over Rs 5,000 crore.
Siemens 825.4 821.9 (0.42)
ACC 1073.4 1,069.5 (0.36) Driven by increasing disposable income levels and growing social acceptance of
alcohol consumption, the alcoholic beverages market in India is estimated to
INSTITUTIONAL ACTIVITY (Rs Cr) 28-Dec 27-Dec YTD cross the $39 billion (over Rs 1,75,950 crore) mark by 2014, as per research firm
FII Cash Net 149 266 127,457 Datamonitor.
FII Stock Futures (374) (465) (4,512)
FII Index Futures (218) 357 (9,959)
Mutual Fund (234) (79) (28,522)
VALUATIONS P/E P/B DIV YLD
BSE 23.5 3.8 1.0
NSE 24.5 3.9 1.0
BSE500 Mcap/GDP Ratio 0.67
MOVERS & SHAKERS
4.91
TOP 5 FRONTLINE GAINERS TOP 5 MIDCAP GAINERS TOP 5 SMALLCAP GAINERS
Name Rs % Name Rs % Name Rs %
Hindustan Unilever 321.05 2.54 Bata India 404.2 8.34 MANDHANA 313.5 19.47
RIL 1,076.55 2.12 Kwality Dairy 112 7.23 Varun Inds 254.8 16.16
ITC 177.45 1.78 Peninsula Land 67.85 6.6 Lloyds Metal 44.95 9.1
Reliance Infra 877.15 1.7 Kirloskar Bros 216.35 6.52 Prraneta Inds 75 8.77
Cipla 378.60 1.64 UTV Software 591.4 5.21 Lloyds Steel 16.09 8.5
TOP 5 FRONTLINE LOSERS TOP 5 MIDCAP LOSERS TOP 5 SMALLCAP LOSERS
Name Rs % Name Rs % Name Rs %
ICICI Bank 1104.1 -3.45 Dewan Housing 274.35 -6.52 Ganesh Hous 205.55 -7.08
Bajaj Auto 1430.55 -3.12 Glodyne Tech 655.75 -4.99 Timken India 196.7 -6.87
SBI 2733.6 -3.09 Shree Ashtavina 7.27 -4.97 SE Investments 34.9 -6.56
Reliance Comm 144.2 -2.5 Bayer Crop 888.15 -4.52 Emami Paper 56.2 -6.1
HDFC Bank 2343.4 -1.97 Allahabad Bank 221.6 -3.71 SPECTACLE 37.1 -4.99
BULK DEALS
SCRIPT NAME CLIENT NAME TYPE QTY % PRICE
NSE
Nu Tek India Trans Financial Resources Ltd BUY 3.23% 17.6
Emami Infrastructure Crosseas Capital Services Pvt. Ltd. BUY 2.45% 47.6
Kalindee Rail Nirman (Eng Crosseas Capital Services Pvt. Ltd. BUY 3.60% 197.5
Subex Manish Vrajlal Sarvaiya SELL 1.23% 84.0
Fiem Industries Fiem Industries Limited SELL 2.57% 176.0
BSE
Vivimed Labs Niraj Rajnikant Shah BUY 4.54% 304.0
Gravita India Crosseas Capital Services BUY 1.50% 266.1
Everonn H P Share Shoppe BUY 2.34% 693.5
XPRO India Chander Kanta SELL 2.30% 70.3
Suryajyoti Spi Dinesh Shah SELL 1.22% 51.0