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1. Sept 23, 2011
Volume: 1 | Issue: 389| November 1, 2010
INDIAN MARKET 22-Sep 21-Sep % Change COMMENTARY
BSE Sensex 16,361 17,065 (4.13)
INDIA
NSE Nifty 4,924 5,133 (4.09) Stock markets around the world got squeezed out with equities across the board rocked by relentless selling.
BSE Midcap 6,276 6,476 (3.10) The sentiment in India was hit hard by a worldwide selloff, notwithstanding the latest round of monetary
BSE Smallcap 7,122 7,352 (3.14) easing by the US Federal Reserve. The NSE Nifty suffered its biggest percentage fall since August 2009 while
Nifty Junior 9,967 10,311 (3.34) registering its biggest point fall since October 2008. The Sensex had its worst fall in more than a year. The
CNX Midcap 7,233 7,468 (3.15) India Vix index shot up 22.5% in a single day, hitting 33.88 levels. The total turnover on the Indian bourse
crossed Rs. 2 lakh crores while the advance-decline ratio was clearly in favour of the bears. Even a material
drop in Food Inflation in the second week of September and encouraging words about the Indian economy
GLOBAL MARKETS 22-Sep 21-Sep % Change by the Finance Minister failed to sooth frayed nerves. A steep drop in the Indian rupee added to the sour
Dow Jones Ind (USA) 10,734 11,125 (3.51) mood as investors rushed to the safety of the US dollar. The BSE Sensex ended at 16,361, plunging 704
points. It had earlier touched a day's high of 16,834 and a day's low of 16,316 after opening at 16,827. The
Nasdaq Composite(USA) 2,456 2,538 (3.25)
NSE Nifty closed at 4,924, down 210 points.
S&P 500 (USA) 1,130 1,167 (3.19) The market breadth was extremely negative, 2,235 stocks declined for only 606 stocks which advanced.
FTSE 100 (UK) 5,042 5,288 (4.67) GLOBAL MARKETS
DAX (Germany) 5,164 5,434 (4.96) U.S. stocks slumped, giving the Dow Jones Industrial Average its biggest two-day decline since December
Nikkei 225 (Tokyo) 8,560 8,741 (2.07) 2008, amid investors’ concern that policy makers are running out of tools to avoid another global economic
Hang Seng (Hong Kong) 17,911 18,825 (4.85) recession. The S&P 500 fell 3.2 percent to 1,130, dropping 7.1 percent in four days. The Dow lost 391
Shanghai Comp (China) 2,444 2,513 (2.76) points, or 3.5 percent, to 10,734, bringing its two-day retreat to 5.9 percent. China’s manufacturing may
KOSPI (South Korea) 1,801 1,855 (2.92) shrink for a third month, U.S. jobless claims topped estimates and euro-area services and manufacturing
STI (Singapore) 2,721 2,792 (2.56) output contracted for the first time in more than two years causing global jitters. The Dollar Index advanced
to 78.39, the highest level since February.
MSCI Emerging Market 364 368 (1.09)
Asian stocks are trading weak as the prospects of global recession have kept the Asian stocks on track for
MSCI Frontier Market 492 492 0.00
their worst weekly drop since November 2008. Nikkei is trading over 2 percent down, Hang Seng is down 2.8
percent, Strait Times is down 2.2 percent, Kospi is down over 5.2 percent and Shanghai is down 0.2 percent.
BOND MARKETS 22-Sep 21-Sep Change
10yr G-Sec Yield 8.29 8.32 (0.03) CORPORATE/ ECONOMY NEWS
1yr G-Sec Yield 8.45 8.34 0.11 Reliance Industries Ltd has warned that any attempt to limit cost-recovery is illegal and will be
LIBOR (6m) 0.31 0.31 0.00 challenged in court, according to a reprot. The report stated that ministry are upset with RIL because
LIBOR (1m) 0.21 0.21 0.00 production from the Dhirubhai-1 and 3 (D1 and D3) gas fields in the prolific KG-D6 block has fallen to
Interbank Call rate 8.27 8.29 (0.02) about 37 mmcmd, instead of rising to 61.88 mmcmd. There are reports that ministry has attributed the
fall in output to non-fulfilment of RIL’s commitment to drill 22 wells in the field.
RIL has so far spent $5.694 bn on the two fields and has recovered $5.258 bn from the sale of gas
produced, says report.
BSE Turnover Rs Cr('000) Sensex
17200 3.0 Food inflation fell to 8.84% in the week ended September 10 from 9.47% in the previous
17000 week, but provided no relief to the common man as prices of key commodities continued to rule high.
2.5
16800 2.0 Lanco Infratech Ltd is planning to raise $3.6 bn of debt to fund three proposed generation
16600 projects,according to a report. The report stated that the company is in talks with Chinese banks to raise
1.5
16400 a part of the borrowing in yuan. The three projects, with a combined capacity of as much as 4,200
16200 1.0 megawatts, may achieve financial closure by March 31, 2012,says report.
16000 0.5
Tata Communications, a global communications service provider, and Essar Telecom Kenya
15800 0.0 (yuMobile), a unit of Essar Group, has announcd the signing of a mutually beneficial strategic sourcing
16-Sep 19-Sep 20-Sep 21-Sep 22-Sep agreement.
Multinational power and automation technology company ABB has bagged $71 mn order from Steel
Authority of India Ltd (SAIL) for supply of a high-voltage sub-station package to the steel major’s
NSE Turnover Rs Cr('000) Nifty Bhilai plant, in Chhattisgarh, according to a report. The report stated that the high voltage sub-stations
5200 16 will enable the additional power supply for steel plant’s annual production capacity.
5150 14 The company would install substation automation systems for the project, which is expected to be
5100 12 completed by 2013, says report.
5050 88.38 #DIV/0!10
5000 8 Tree House Education and Accessories Limited, one of the leading providers of educational services
4950 6 in India and operating the largest number of self-operated pre-schools in the country, has announced
4900 4 an income from operations of Rs. 162.6mn for the quarter ended June 30, 2011. Its profit from
operations before other income, interest and exceptional items was Rs. 83mn. It registered a net profit
4850 2
of Rs. 52.2mn for the quarter. The Company’s earnings per share for the quarter was Rs. 22.7mn. For the
4800 0
year ending March 31, 2011, the Company’s achieved a net profit of Rs. 9.19 crore on an income of Rs.
16-Sep 19-Sep 20-Sep 21-Sep 22-Sep 392.4mn.

2. Sept 23, 2011
Volume: 1 | Issue: 389| November 1, 2010
SECTOR 22-Sep 21-Sep % Change CORPORATE NEWS
HC 5,884 6,014 -2.16% United Technologies Corp., the Hartford, Conn., industrial major is planning to acquire
PSU 7,554 7,759 -2.64% Goodrich Corp. for $127.50 a share cash, or $16.5 bn, according to a report.
FMCG 3,825 3,934 -2.77% The report stated that acquiring Goodrich strengthens United Tech’s position in the
CD 6,746 6,984 -3.41% growing commercial-aerospace market and enables it to offer more integrated systems.
POWER 2,141 2,223 -3.69% Goodrich employs 27,000 people and estimates its 2011 sales at $8 bn, says report.
CG 11,374 11,826 -3.83%
State Bank of India has doubled the size of its medium-term note issuance to $10
IT 5,002 5,203 -3.86%
bn, according to a report.
AUTO 8,556 8,899 -3.86%
BANKEX 10,908 11,360 -3.98% Tata Steel Ltd has agreed to give an annual bonus of Rs1.71 bn to 30,155 employees for
TECk 3,125 3,259 -4.10% the year 2010-2011, according to a report.
OIL&GAS 8,375 8,742 -4.19%
METAL 11,783 12,318 -4.34% Aanjaneya Lifecare Ltd. has clarified that the Company explores various strategic moves
REALTY 1,733 1,838 -5.67% from time to time. However, as a policy and in the interest of its shareholders, the
Company does not comment on any report relating to potential strategic initiatives
unless they have reached the definite stage.
IVRCL Assets & Holdings Ltd. said on Thursday that the Union Ministry of Road
Transport & Highways, has awarded it a project for "Widening of existing road to 2 lane
NH standards along with improvement and realignment from Nechipu to Hoj, via
BSE Upper Circuit Breakers Seppa, Khodaso, Saggalee (part of Trans Arunachal Highway) under Arunachal Pradesh
Company Name 22-Sep 21-Sep % Change Package of Roads and Highways on DBFOT, Annuity basis" to Sushee-IVRCL Consortium.
Brand Rlty 47 45 5.00 The estimated project cost is Rs 14.86bn for 311 Km. length of the project. The Ministry
Delta Mag 34.7 33.0 5.00 shall provide a cash support of Rs 10.04bn to the Concessionaire to implement the
LE WATERINA 7.1 6.8 5.00 project.
Morarka Fin 8.2 7.8 5.00 0
UltraTech Cement Ltd. may reportedly buy a cargo of 75,000 metric tons of power-
Moryo Inds 26.3 25.0 5.00 station coal from Russia after it issued a tender for two shipments. According to
reports, the Vedanta Group plans to buy two cargoes of imported thermal coal of
Indonesian or South African origin. India may need to import 114mn tons of coal for the
year ending March 2012 to plug a supply gap. The gap widened to 83mn tons last year
from 50mn in 2007-08 as production growth slowed, added reports.
BSE Lower Circuit Breakers State-run Steel Authority of India Ltd (SAIL) plans to spend Rs 14,340 crore ($2.9 billion)
22-Sep 21-Sep % Change in the current fiscal ending March on capacity expansion projects, the company said on
Company Name
Thursday.
CHISEL 120 134 (10.00)
Indian Terrain 104.0 115.6 (10.00) Engineering and construction major Larsen & Toubro's hydrocarbon division has bagged
Cat Tech 9.0 10.0 (10.00) a Rs 700 crore contract from Petroleum Development Oman to set up a 3-MMSCMD
Suryachakra Pow 11.5 12.8 (10.00) greenfield gas treatment plant.
Indowind Ener 13.3 14.7 (10.00)
State-owned NMDC has reached an agreement to purchase a 50% stake in Australia-
based Legacy Iron Ore as cornerstone investor for nearly 19 million Australian dollars
(AUD), which will mark the PSU's first-ever overseas acquisition.
GVK group, of which GVK Power & Infra is a part, is in talks with Indonesia's PT Kideco
Jaya Agung for divesting part of its stake in the coal mines that it bought last week from
Australia's Hancock Group for $1.26 billion, business daily Mint said citing two sources.
COMMODITY 22-Sep 21-Sep % Change COMMODITY / CURRENCY NEWS
Brent Crude Oil (USD/bbl) 105 111 (5.31)
Gold (Rs/10gm) 27,910 28,057 (0.52) Brent Crude Oil ended down at $105 per barrel. Gold ended lower by 0.26 percent at Rs
27,910 and Silver closed up at Rs 61,687.
Silver (Rs/kg) 61,687 64,970 (5.05)
CURRENCY 22-Sep 21-Sep % Change The Indian Rupee closed sharply lower against the dollar at Rs 49.57 as the Indian equity
INR / USD 49.57 48.32 2.59 benchmarks ended on a very negative note.
USD / Euro 1.34 1.36 (1.47)
Yen / USD 76.37 76.37 -

3. Sept 23, 2011
Volume: 1 | Issue: 389| November 1, 2010
FUTURES PREMIUM/DISC Cash Futures P/D% ECONOMY / POLICY / GLOBAL NEWS
ABGSHIP 377.0 394.5 4.64
India's monsoon rains were reportedly 29% above normal in the week to Sept.
RAYMOND 333.3 338.0 1.43 21, strengthening from 1% above average in the previous week. According to
S&P500 1184.5 1,201.3 1.41 reports, monsoon rains were 4% above average since the start of the June-September
DHANBANK 76.0 76.5 0.66 season, in line with the weather office's latest forecast of a normal monsoon in
TULIP 155.0 156.0 0.65 2011, which means rains of 96 to 104% of a long-term average. Monsoon rains are
RUCHISOYA 111.7 112.3 0.54 crucial to crop production in 60 percent of the country that does not have adequate
MOSERBAER 22.0 20.9 (5.23) irrigation.
BHUSANSTL 328.9 315.0 (4.23)
EKC 74.1 71.7 (3.17) The combined serial inkjet and page printer, copier and multifunction product (MFP)
VIPIND 987.0 967.2 (2.01) market in India totaled 666,859 units in the second quarter of 2011, a 0.8 percent
decline from the second quarter of 2010, according to Gartner, Inc.
BOMDYEING 348.0 342.0 (1.72)
ASHOKLEY 26.2 25.7 (1.72) Sharad Pawar, Farm Minister was quoted as saying on September 26 India will review an
estimate of sugar output. According to reports, Sugar production in the country may be
INSTITUTIONAL ACTIVITY (Rs Cr) 13-Sep 12-Sep YTD 24.6mn metric tons in the year starting October, compared with 24.3 mn tons this year.
FII Cash Net -369 -779.2 5,150 Output may be as much as 26mn tons next year.
FII Stock Futures 289.3 -83.85 4,287
FII Index Futures 132.61 -1075.25 8,873 Tata Capital, a subsidiary of Tata Sons, announced that it will form a joint venture
Mutual Fund -62 -93.9 5,367 company with Groupe Aeroplan Inc., a Canadian Loyalty Marketing company, to launch
a multi-party coalition loyalty program in India.
VALUATIONS P/E P/B DIV YLD
BSE 18.4 3.4 1.5
NSE 18.2 3.1 1.4
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 %
- - - KGN Inds 23.5 4.91 Astral Poly 216.7 18.97
- - - Shree Cement 1848.3 1.61 Marathon Next 255.1 18.35
- - - Mindtree 355.3 1.57 Nitin Fire 43.2 8.74
- - - Aventis Pharma 2275.0 0.88 NOUVEAU 7.5 8.24
- - - HT Media 144.8 0.73 Asian Hotels (East) 307.5 5.49
TOP 5 FRONTLINE LOSERS TOP 5 MIDCAP LOSERS TOP 5 SMALLCAP LOSERS
Name Rs % Name Rs % Name Rs %
Jaiprakash Asso 67.1 -9.33 S Kumar Nation 46.5 -9.63 AP Paper 309.9 -15.63
DLF 197.9 -7.16 Educomp Sol 221.7 -9.55 Entegra 24.1 -11.23
Sterlite Inds 125.1 -6.82 Delta Corp 102.7 -8.88 Trident Ltd 12.5 -10.78
RIL 786.5 -6.16 Shree Renuka Sug 57.9 -8.82 Aptech 119.2 -10.21
Tata Motors 154.9 -5.98 JUBILANT 195.6 -8.60 Parenteral Drug-$ 106.3 -9.96
BULK DEALS
SCRIP NAME CLIENT NAME TYPE QTY % PRICE
NSE
Everonn Education Limited JMP SECURITIES PVT LTD BUY 2.30% 329.5
K S Oils Limited VASANTI SHARE BROKERS LIMITED BUY 1.05% 12.3
UFLEX Limited WISDOMTREE TRUST BUY 2.55% 170.9
Novopan Industries INDIRA KRISHNA REDDY SELL 0.86% 43.9
Balrampur Chini Mills Barclays Capital Mauritius Limited SELL 0.87% 61.9
BSE
Arora Fibres GREENFIELD DEVELOPERS BUY 1.56% 27.5
BGIL Films S. K. INVESTMENTS BUY 1.89% 6.3
Gemstone Invest JINAL APURVA RAWAL SELL 2.25% 8.9
SV Electricals PARIND SUSHIL PAREKH SELL 1.80% 11.2
Sanraa Media JMP SECURITIES PVT LTD BUY 2.30% 0.1