1. March 8, 2011
Volume: 1 | Issue: 389| November 1, 2010
INDIAN MARKET * 07-Mar 04-Mar % Change COMMENTARY
BSE Sensex 18,223 18,486 (1.43) INDIA
NSE Nifty 5,463 5,539 (1.37) After cheering the Budget last week, the Indian market resumed their southbound journey amid fresh
BSE Midcap 6,499 6,592 (1.41) trouble for the UPA II regime. Sentiment was also hit by a fresh spike in crude oil amid continued violence
BSE Smallcap 7,885 7,999 (1.43) in Libya and other parts of the Middle East. The market witnessed a gap down opening yesterday after the
DMK said that it was withdrawing its ministers from the Cabinet, ostensibly on differences over seat-
Nifty Junior 10,685 10,807 (1.13)
sharing for the upcoming TN assembly polls. Markets remained under pressure for the first half of the day.
CNX Midcap 7,552 7,654 (1.33)
However, the stocks began to recover in the mid-afternoon trades led by select IT, Metals and Oil & Gas
stocks. Auto, Capital Goods, Realty and Banking stocks were among the major laggard. The Mid-Cap and
Small-Cap stocks closed in the red as well. Only FMCG stocks managed slim gains.The BSE Sensex lost 264
GLOBAL MARKETS 07-Mar 04-Mar % Change to end at 18,223 and the NSE Nifty lost 75 points to close at 5,463.
Dow Jones Ind (USA) 12,090 12,170 (0.66)
Nasdaq Composite(USA) 2,746 2,785 (1.41) The market breadth was quite negative, with 1,972 stocks declining as against 908 advancing stocks.
S&P 500 (USA) 1,310 1,321 (0.83)
FTSE 100 (UK) 5,874 5,990 (1.94) GLOBAL MARKETS
DAX (Germany) 7,162 7,179 (0.24) Stocks fell Monday as higher oil prices weighed on the market.Oil hit a two-year high early in the
day, nearing $107 a barrel, after forces loyal to Libyan leader Moammar Gadhafi launched airstrikes against
Nikkei 225 (Tokyo) 10,506 10,694 (1.75)
opposition fighters at an oil port.The market has been shaken in recent weeks by the uprising in Libya and
Hang Seng (Hong Kong) 23,313 23,409 (0.41)
its effect on oil prices. A sustained rise in the price of oil could hurt the economic recovery by raising
Shanghai Comp (China) 2,997 2,942 1.87 manufacturing and transportation costs.The Dow Jones industrial average fell 0.66 percent, to close at
KOSPI (South Korea) 1,980 2,005 (1.23) 12,090.The Standard & Poor's 500 index fell 0.83 percent, to 1,310. The Nasdaq fell 1.4 percent, to 2,746
STI (Singapore) 3,067 3,061 0.17
MSCI Emerging Market 427 430 (0.70) Asian markets have started on positive note. Nikkei is up by 0.38% and Hang Seng is also up marginally.
MSCI Frontier Market 597 602 (0.83)
BOND MARKETS 07-Mar 04-Mar Change CORPORATE/ ECONOMY NEWS
10yr G-Sec Yield 8.08 8.07 0.01 Jamna Auto Industries Limited on Monday announced plans to set up two new manufacturing units for
1yr G-Sec Yield 7.67 7.67 0.00 parabolic springs and air-suspension springs for commercial vehicles at Hosur and Chennai.
LIBOR (6m) 0.46 0.46 0.00
LIBOR (1m) 0.25 0.25 0.00 JSW Steel Ltd has reported a growth of 8% in Crude Steel production for February 2011 compared to that
Interbank Call rate 6.9 6.9 (0.04) of corresponding month in the last fiscal year.
Mahindra Satyam has signed deal with OMRAN, the company mandated by the Government of Oman to
deliver major projects and manage tourism assets and investments, in association with Bahwan
BSE Turnover Rs Cr('000) Sensex IT, Mahindra Satyam's local partner in Oman to implement Oracle ERP.
18600 4.0
3.5 Tata Power plans to invest Rs. 70000 crore to increase its power generation capacity to 25,000 megawatts
18400
3.0 by 2017.
18200 2.5
18000 2.0 The Chennai based BGR Energy Systems has bagged turnkey contract by Powergrid Corporation of India
1.5 for installation of optic fibre ground wire (OFGW) at a cost of Rs 36.61 crore.
17800
1.0
17600 Shipping Corporation of India plans to acquire 110 vessels of 5.21 million gross tonnage (GT) at an
0.5
estimated cost of Rs 27,668 crore in next 10 years.
17400 0.0
28-Feb 1-Mar 3-Mar 4-Mar 7-Mar Bharat Heavy Electricals Ltd (BHEL) said that it has bagged an order worth Rs 1,445 crore for a 600 MW
thermal power project in Andhra Pradesh.The contract (rpt) contract has been awarded by Andhra Pradesh
Power Generation Corporation Limited (APGenco).
NSE Turnover Rs Cr('000) Nifty United Phosphorus Limited (UPL) announced that it has entered into an agreement to acquire a 50%
5600 18
stake in Sipcam Isagro Brazil (SIB) from Isagro.
5550 16
5500 14
12 Agrochemicals maker Insecticides (India) has acquired insecticide brand Monocil from Nocil.
5450 88.38 #DIV/0!
10
5400 Hotel Leelaventure said on Monday it will offer 14.95% of its equity to "prospective investors" by issue of
8
5350 6 fresh shares to help cut debt and lower interest costs.
5300 4
5250 2 Fortis Healthcare yesterday said it has received approval from the concerned authorities to change its
5200 0 name to Fortis Healthcare (India).
28-Feb 1-Mar 3-Mar 4-Mar 7-Mar
`

2. March 8, 2011
Volume: 1 | Issue: 389| November 1, 2010
SECTOR 07-Mar 04-Mar % Change CORPORATE NEWS
Fmcg 3,502 3,509 (0.19) The country's largest insurer LIC has recorded about 37% growth in its new business
Hc 5,833 5,876 (0.75) premium to Rs 67,135.32 crore during the April-January period this fiscal.
Psu 8,506 8,571 (0.75) In comparison, in the 10-months ending January 31, of the previous fiscal (2009-
10), LIC's premium collections from new business stood at Rs 49,019.49 crore, the data
Teck 3,605 3,639 (0.95)
from sectoral regulator Insurance Regulatory and Development Authority (Irda) said.
Power 2,571 2,595 (0.96)
Oil&Gas 9,555 9,649 (0.98) Kotak Realty Fund, a unit of Kotak Mahindra Bank, said on Monday it sold Peepul
It 6,168 6,230 (0.99) Tree Properties, one of its property assets, to Tata Realty Fund for Rs 525 crore or
Cd 5,666 5,743 (1.35) about $117 million.
Metal 15,600 15,827 (1.43)
Bankex 12,246 12,445 (1.60) State-run Bank of Baroda will raise up to Rs 3,280 crore through a preferential
Realty 2,043 2,077 (1.66) allotment of shares to the government at Rs 902.14 each.
Cg 12,645 12,951 (2.36)
Internet service provider Spectranet said that it will invest Rs 500 crore to expand its
Auto 8,692 8,919 (2.55)
services across 50,000 wi-fi hotspots and reach over 5 million households in the
countryThe company will raise Rs 250 crore through equity and an equal amount
through debt.
PTC India Financial Services, a unit of power trader PTC India, is likely to launch its
initial public offering to raise Rs 450 crore in March.
BSE Upper Circuit Breakers
Company Name 07-Mar 04-Mar % Change Entertainment World Developers (EWDL) engaged in real estate development today
Enrich Industries 29.2 24.3 20.00 said that it would invest Rs 3,000 crore in different projects in next five years.
IP Rings 89.1 74.2 20.00
Cement maker JK Lakshmi Cement sees volumes in January-March flat at the year-ago
VAS Infra 69.3 66.0 5.00 levels and would like prices to rise further to offset this fiscal's price decline and cost
Symphony 1,229.1 1,170.6 5.00 increase. 0
TTK Healthcare 416.1 396.2 5.00
The government will infuse Rs 1,740 crore in Oriental Bank of Commerce (OBC) as
recapitalisation package to shore up the bank's equity capital.
Indian banks raised 64.40 billion rupees via certificates of deposits (CDs) on
Monday, lower than 72 billion rupees raised on Friday.
BSE Lower Circuit Breakers Unilever's forced sale of the Sanex deodorant business is drawing bids and interest
Company Name 07-Mar 04-Mar % Change from rivals including Procter & Gamble, Henkel AG and Colgate-Palmolive.
Shaily Engineering 229.1 241.1 (5.00)
Ensa Steel 10.3 10.8 (5.00) Blackstone's arm Sithe Capital is close to investing Rs 1200 crores in the power
Blue Coast 216.3 227.7 (5.00) project of SKS Ispat & Power, sources said. In one of the largest private equity
RM Mohite 244.8 257.7 (5.00) investments at an SPV level, Sithe Capital is buying a 49% stake in the Chattisgarh
Polyplex 206.8 217.6 (5.00) power project of SKS Ispat & Power. Sources said, the deal is in an advanced stage and
could be inked in a day or two.
The Reserve Bank of India (RBI) said on Monday it has allowed trading interest rate
futures in 91-day treasury bills issued by the government
.
COMMODITY 07-Mar 04-Mar % Change COMMODITY / CURRENCY NEWS
Crude Oil (USD/bbl) 106.6 104.9 1.63
Gold (Rs/10gm) 21,231.0 21,078.0 0.73
Silver (Rs/kg) 54,635.0 52,200.0 4.66 Light Sweet Crude Oil on Monday gained 1.63% closing at $101.7 per barrel. Gold closed
up by 0.73% at Rs 21,231 and Silver closed up by 4.66% at Rs 54,635.
CURRENCY 07-Mar 04-Mar % Change The Indian Rupee closed lower against the dollar at Rs 44.99 as the Indian equity
INR / USD 44.99 44.89 0.22 benchmarks ended on negative note.
USD / Euro 1.40 1.39 0.72
Yen / USD 82.06 82.31 (0.30)

3. March 8, 2011
Volume: 1 | Issue: 389| November 1, 2010
FUTURES PREMIUM/DISC Cash Futures P/D% ECONOMY / POLICY / GLOBAL NEWS
FSL 16.7 16.9 1.20 Chinese stocks touched a three-month peak on Monday after the government said that
DCHL 72.3 73.1 1.11 domestic consumption will drive economic growth and inflation will be checked.
STRTECH 47.8 48.3 1.05 Premier Wen Jiabao said over the weekend that incentives for rural purchases of home
MRF 5844.3 5,903.4 1.01 appliances may boost domestic spending.
ADANIPOWER 109.1 110.1 0.92
CONCOR 1181.8 1,192.6 0.91 Private equity investments in Indian companies declined 54% to $324 million in
COREPROTEC 303.8 291.0 (4.21) February, over the same month a year-ago.
NATIONALUM 449.8 435.3 (3.22)
ArcelorMittal, the world's largest steelmaker, Brazil's Vale and a Korea Resources
ACC 980.2 954.0 (2.67) consortium, are among six short-listed bidders to develop Mongolia's Tavan Tolgoi
PIRHEALTH 466.4 456.1 (2.20) mine, the world's biggest untapped coking coal deposit, South Korea said.
SUNTV 413.4 406.3 (1.73)
ABB 714.7 704.3 (1.46) The Textiles Ministry is seeking rollback of excise duty on branded apparel, following
protest from retailers, including Shoppers Stop and Pantaloons, who have gone on
INSTITUTIONAL ACTIVITY (Rs Cr) 25-Feb 24-Feb YTD strike yesterday protesting the new levy.
FII Cash Net (530) (2,249) (7,820)
FII Stock Futures 987 (5,404) 5,991 The Reserve Bank of India (RBI) on Monday said it had formed a working group headed
FII Index Futures by Usha Thorat, a former deputy governor with the central bank, to examine issues
616 (497) (4,939)
regarding regulation of non-banking financial companies (NBFC).
Mutual Fund (60) 154 1,746
VALUATIONS P/E P/B DIV YLD
BSE 19.8 3.4 1.2
NSE 20.9 3.5 1.1
BSE500 Mcap/GDP Ratio 0.59
MOVERS & SHAKERS
4.91
TOP 5 FRONTLINE GAINERS TOP 5 MIDCAP GAINERS TOP 5 SMALLCAP GAINERS
Name Rs % Name Rs % Name Rs %
Wipro 446.2 1.04 Trent 863.45 7.15 Walchandnagar 154.4 17.95
Tata Power 1230.4 0.96 Info Edge India 615 5.76 NOCIL 18.35 15.41
Cipla 305.3 0.38 Jyothy Lab 228.15 4.8 Kirloskar Oil 384.5 14.78
NTPC 179.6 0.34 Onmobile Global 216.85 4.76 Geodesic 84.25 8.29
ITC 172.6 0.03 Marico 130.25 4.62 Lloyds Metal 45.1 7
TOP 5 FRONTLINE LOSERS TOP 5 MIDCAP LOSERS TOP 5 SMALLCAP LOSERS
Name Rs % Name Rs % Name Rs %
Maruti Suzuki 1264.7 -3.73 India Infoline 72.15 -9.07 Parrys Sugar 120 -7.69
Tata Motors 1127.3 -3.64 Spicejet 36.85 -6.35 REISIX TENR 51 -7.69
Reliance Comm 90.1 -3.48 Tecpro Systems 267.5 -6.34 Supreme Infra 205.3 -7.31
BHEL 2018.1 -3.21 Techno Elec And Engg 212.3 -5.62 Mirc Elect 18.95 -6.88
SBI 2622.8 -2.87 Bajaj Finserv 515.4 -5.38 Sarda Energy 195.6 -6.86
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
Birla Shloka Philipa John Dmello SELL 1.28% 15.7
Kalindi Rail Deepak Popatlal Vora BUY 0.65% 126.5
Marico Oppenheimer International Value Fd BUY 3.35% 114.0
Dhanus Tech Grantview Properties SELL 2.30% 11.4
Suryajyoti Spi Dinesh Shah SELL 1.22% 51.0