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1. Volume: 1 | Issue: 373| October 8, 2010
COMMENTARY INDIAN MARKET 07-Oct 06-Oct % Change
INDIA BSE Sensex 20,315 20,543 (1.11)
The Indices were sharply down in late afternoon trade after a highly volatile day, as investors NSE Nifty 6,120 6,186 (1.07)
locked in some gains after last month's stupendous rally. The Sensex & NSE lost over 1% each. The BSE Midcap 8,370 8,427 (0.68)
BSE Sensex ended at 20,315, down 228 points from the last close. It earlier touched a day's high of BSE Smallcap 10,542 10,636 (0.89)
20,581.On the other hand, the NSE Nifty was down 66 points at 6,120 after touching a day's high Nifty Junior 13,126 13,187 (0.47)
of 6,199.The BSE Small-Cap index and the BSE Mid- Cap index were down 0.89 % and 0.68 %. CNX Midcap 9,470 9,527 (0.60)
Market breadth was negative with 1187 advances against 1809 declines
GLOBAL MARKETS 07-Oct 06-Oct % Change
GLOBAL MARKETS Dow Jones Ind (USA) 10,949 10,968 (0.17)
U.S. stocks fell, sending the Standard & Poor’s 500 Index lower for a second day, as mining and Nasdaq Composite(USA) 2,384 2,381 0.13
energy companies fell after commodity prices erased gains and PepsiCo Inc. led consumer- S&P 500 (USA) 1,158 1,160 (0.16)
staples shares lower. The S&P 500 dropped 0.16 percent to 1,158. The index has fallen two FTSE 100 (UK) 5,662 5,681 (0.34)
straight days after closing at the highest level since May. The Dow Jones Industrial Average lost DAX (Germany) 6,276 6,271 0.09
19 points, or 0.17 percent, to 10,949 and the Nasdaq Composite ended marginally in green up by Nikkei 225 (Tokyo) 9,685 9,691 (0.07)
0.13 percent.
Hang Seng (Hong Kong) 22,884 22,880 0.02
Shanghai Comp (China)* 2,656 2,656 0.00
Asian stocks are trading on a mixed note. The Nikkei is down by 0.34% & the Hang Seng is up by
KOSPI (South Korea) 1,901 1,904 (0.16)
0.25%
STI (Singapore) 3,167 3,190 (0.73)
MSCI Emerging Market 418 419 (0.35)
* Indicates that the Markets were closed MSCI Frontier Market 566 563 0.53
CORPORATE/ ECONOMY NEWS BOND MARKETS 07-Oct 06-Oct Change
The Punjab government signed a Memorandum of Understanding with National Thermal 10yr G-Sec Yield 7.94 7.92 0.02
Power Corporation (NTPC) for setting up a 2640 Mw Coal based Thermal Power Project at 1yr G-Sec Yield 6.85 6.69 0.16
Gidderbaha with an estimated outlay of Rs 15,000 crore. This will be the biggest thermal power LIBOR (6m) 0.46 0.46 0.00
project in Punjab in terms of capacity. LIBOR (1m) 0.26 0.26 0.00
Interbank Call rate 5.9 5.9 (0.02)
Mining major Vedanta Resources said that its investment in India would come down by up to
$2 billion (nearly Rs 9,000 crore) in the next two years as expansion plans are put on hold after
BSE Turnover Rs Cr('000) Sensex
the group has been denied permission to mine bauxite in Orissa's Niyamgiri hills. 20600 8.0
20550 7.0
Leading venture capital firm Sequoia Capital India, said that it has invested Rs 70-crore in 20500 6.0
Celon Labs, a leading Indian bio-pharmaceutical company with well-established brands in 20450 5.0
oncology, critical care and gynaecology segments.
20400 4.0
20350 3.0
As it targets to double its sales to over two million cars by 2015, country's top carmaker, Maruti
20300 2.0
Suzuki, has firmed up a massive plan to expand its service network to over 4,200 outlets from
20250 1.0
2,700 across India.
20200 0.0
1-Oct 4-Oct 5-Oct 6-Oct 7-Oct
Motilal Oswal Private Equity Advisors has invested around Rs 45 crore in Godrej Buildwell,
an SPV (special purpose vehicle) floated by Godrej Properties and plans to invest another Rs 5
crore soon, for a 49.9% equity stake in the firm. Godrej Buildwell will use the fund to develop a
high-end residential project at Hebbal in Bangalore.
NSE Turnover Rs Cr('000) Nifty
6200 21
JSW Energy is in the process of refinancing loans worth 3,375 crore raised for its 1,200
megawatt (MW) Ratnagiri power plant. 6180 20
6160
19
Steady demand from sectors like automobile and consumer durables helped domestic steel 6140
consumption rise 9.8 per cent to 29.82 million tonne during the first half of the current 18
6120
fiscal over the year-ago period. 17
6100
Pharmaceutical firm Strides Arcolabs said that global financial company HSBC has picked up 6080 16
6.22 per cent stake in the company through institutional placement of shares, possibly for Rs 1-Oct 4-Oct 5-Oct 6-Oct 7-Oct
155 crore.
`
Disclaimer: This document is compiled by Epitome Global Services Private Limited exclusively for Fullerton Securities & Wealth Advisors Ltd (FSWA) customers. This document is not for public
distribution and has been furnished to you solely for your information and you are notified that you should not further copy, modify, use or distribute the information in any way unless you
obtain written consent from FSWA. While reasonable care to compile the document but the accuracy and completeness cannot be guaranteed either by FSWA or any other person or
entity associated with it. The document is prepared only for your information and is not sufficient for making an investment decision. You should rely on your own investigations and seek
professional advice for investment decision. Neither FSWA nor any person connected with it, accepts any liability either arising from the use of this document or due to any inadvertent error in
the information contained in this document. Financial investments carry risks including principal risk and therefore you should seek professional advice prior to making any investment
decision. The risk of any losses occurring by use of this report or document will be entirely yours. The investments covered in this report are not guaranteed. Also past performance of an
investment or fund is not an indication of future performance. FSWA, its affiliates, or associates, or any regulatory or other body or entity assumes no liability or responsibility for investment
results or losses arising out of investment decisions made by you. This document is not to be considered as an offer to sell or a solicitation to buy any security or financial product. FSWA
reserves the right to modify or alter the terms and conditions of the use of this service or discontinue, temporarily or permanently, the information and services provided (or any part thereof) at
any time, with or without prior notice and FSWA shall not be liable to you for any suspension, modification, or termination of the information and services provided herein.
Website: www.fullertonsecurities.co.in

2. Volume: 1 | Issue: 373 | October 8, 2010
CORPORATE NEWS SECTOR 07-Oct 06-Oct % Change
Tata Steel sales increased by 14 per cent to 1.66 million tonnes in July-September quarter of the Healthcare 6,255 6,233 0.34
current fiscal over the year-ago period, mainly on account of rise in demand for its products. The Oil & Gas 10,781 10,838 (0.52)
company had sold 1.46 mt in the second quarter of the last fiscal. For the half-year ended Power 3,333 3,357 (0.71)
September 30, 2010, it sold 6 per cent more steel products at 3.06 mt against 2.87 mt in the year- FMCG 3,635 3,662 (0.75)
ago period. PSU 10,557 10,639 (0.77)
Bankex 14,224 14,345 (0.84)
Steel Authority of India Ltd has achieved the best-ever July-September quarter sales of 3.17 Teck 3,751 3,784 (0.87)
million tonnes on account of higher intake by the construction and manufacturing sectors. Auto 9,829 9,934 (1.06)
Consumer Durables 6,555 6,628 (1.10)
UK-based Vedanta Resources, whose attempts to mine bauxite in Orissa’s Niyamgiri hills faced a Consumer Goods 16,326 16,533 (1.26)
legal setback, has won a bid to acquire over five lakh tonnes from Gujarat Mineral Development IT 6,030 6,110 (1.30)
Corporation. Metal 17,655 17,960 (1.70)
Realty 3,903 4,016 (2.80)
Cadila Healthcare has got approval from the US health regulator to market high blood pressure
treatment tablets, Losartan Potassium and Losartan Potassium and HCTZ in the American market.
Bharat Heavy Electricals Ltd (BHEL) has bagged a Rs 3,700-crore order from Karnataka Power
Corporation Ltd for setting up the 700-MW supercritical (energy efficient) unit at Bellary Thermal
Power Station on a turnkey basis.
BSE Upper Circuit Breakers
Company Name 07-Oct 06-Oct % Change
The Government has deferred a decision on giving approvals to Jet Airways’ proposal for QIP
GMR Industries 133.5 111.1 20.20
and GMR Airports’ plan for a foreign investor in the Bangalore Airport.
Hasti Finance 34.6 28.8 20.00
GAIL (India) has placed orders worth Rs 677 crore for laying of pipelines for Dabhol-Bangalore Industrial & Prudential 1877.3 1706.7 10.00
pipeline project. The 1,400 kilometre pipeline project was approved by GAIL board in June 2009 0 HB Leasing 7.6 6.9 10.00
at an estimated cost of Rs 5,000 crore with a capacity of 16 MMMSCMD of natural gas MGF 52.8 50.3 5.00
transmission. With this order, the company has within the last three months placed orders worth
about Rs 2,000 crore for both line pipes and pipeline laying to enable swift project
implementation.
The Shipping Corporation of India has added Pakistan to its global network and will now
provide liner and container services from Pakistan to Europe, the Mediterranean, Gulf, and the BSE Lower Circuit Breakers
Far East. Company Name 07-Oct 06-Oct % Change
Prraneta Industries 62.8 66.1 (5.00)
Prestige Estates Projects plans to raise around Rs 1,200 crore through an initial public offer (IPO) Black Rose Industries 12.6 13.2 (5.00)
of equity shares. The IPO will open for bidding on October 12 and close on October 14. Cosboard Industries 34.4 36.2 (5.00)
Scenario Media 148.9 156.7 (5.00)
Tata Communications Ltd Expands its Cloud Offering Bringing Instant Performance to Indian Sharp Industries 42.3 44.6 (5.00)
Businesses.
Reliance Life Insurance, a part of Anil Dhirubhai Ambani group, is targeting a new premium
income of Rs 12,000 crore in five years.
Koutons Retail, the Delhi-based apparel retail chain, plans to launch a premium brand soon as
part of a plan to improve cash flows.
Godrej Properties is slated to generate the most profits among all of Godrej group companies
within the next five to seven years.
COMMODITY / CURRENCY NEWS COMMODITY 07-Oct 06-Oct % Change
Crude Oil (USD/bbl) 81.3 83.3 (2.41)
Gold (Rs/10gm) 19,470.0 19,517.0 (0.24)
Light Sweet Crude Oil on Thursday was down by 2.41 % at $81.3 per barrel. Gold closed down by
Silver (Rs/kg) 34,029.0 34,375.0 (1.01)
0.24 % at Rs 19,470 and Silver closed down by 1.01 % at Rs. 34,029.
The Indian Rupee closed higher against the dollar at 44.20 as the Indian equity benchmarks ended CURRENCY 07-Oct 06-Oct % Change
on negative note. INR / USD 44.20 44.49 (0.65)
USD / Euro 1.39 1.39 -
Yen / USD 82.34 82.93 (0.71)
Disclaimer: This document is compiled by Epitome Global Services Private Limited exclusively for Fullerton Securities & Wealth Advisors Ltd (FSWA) customers. This document is not for public distribution and has been
furnished to you solely for your information and you are notified that you should not further copy, modify, use or distribute the information in any way unless you obtain written consent from FSWA. While reasonable care
to compile the document but the accuracy and completeness cannot be guaranteed either by FSWA or any other person or entity associated with it. The document is prepared only for your information and is not sufficient
for making an investment decision. You should rely on your own investigations and seek professional advice for investment decision. Neither FSWA nor any person connected with it, accepts any liability either arising from
the use of this document or due to any inadvertent error in the information contained in this document. Financial investments carry risks including principal risk and therefore you should seek professional advice prior to
making any investment decision. The risk of any losses occurring by use of this report or document will be entirely yours. The investments covered in this report are not guaranteed. Also past performance of an investment
or fund is not an indication of future performance. FSWA, its affiliates, or associates, or any regulatory or other body or entity assumes no liability or responsibility for investment results or losses arising out of investment
decisions made by you. This document is not to be considered as an offer to sell or a solicitation to buy any security or financial product. FSWA reserves the right to modify or alter the terms and conditions of the use of this
service or discontinue, temporarily or permanently, the information and services provided (or any part thereof) at any time, with or without prior notice and FSWA shall not be liable to you for any suspension, modification,
or termination of the information and services provided herein.

3. Volume: 1 | Issue: 373| October 8, 2010
ECONOMY / POLICY NEWS FUTURES PREMIUM/DISC Cash Futures P/D%
Mergers and acquisition (M&A) deals totalled $601 million in September taking the IDBI 155.9 157.4 0.93
year-to-date total to over $42 billion. Tata Global Beverages 133.4 134.6 0.90
ABG Shipyard 279.0 281.45 0.90
Food inflation fell marginally to 16.24 per cent for the week ended September 25 on Ispat Industries 22.9 23.05 0.88
slight easing of supply side pressures, even as the prices of cereals, fruits, select PFC 361.9 365 0.86
vegetables and milk remained high. The food inflation declined by 20 percentage GVK Power and Infra 46.8 47.2 0.85
points against 16.44 per cent for the week ended September 18. Hero Honda 1843.6 1806.4 (2.02)
Educomp Solutions 633.6 626.4 (1.14)
Import of sensitive items, including foodgrains and milk products, have gone up by M&M 725.5 721.2 (0.59)
21.8 per cent to Rs 23,039 crore during April-July of the current fiscal from Rs 18,916
ACC 1031.1 1027.0 (0.40)
crore in the corresponding period previous fiscal.
Sterlite Industries 176.0 175.5 (0.31)
Shifting its focus from the US and other European nations, Canada has assured India Federal Bank 420.0 418.8 (0.30)
to invest $three billion in highway projects in the next five years, the Road
Transport and Highways Minister. INSTITUTIONAL ACTIVITY (Rs Cr) 01-Oct 01-Oct YTD
FII Cash Net 1,964 4,756 90,242
India will pay almost $10 per million British thermal unit (mmBtu) for the LNG it FII Stock Futures (470) (638) (3,723)
plans to import from Australia, more than double the price at which domestic FII Index Futures (892) 173 (7,827)
natural gas is available. Mutual Fund (19) (19) (23,729)
India is expected to launch six more nuclear reactors in the next 2 to 3years. VALUATIONS P/E P/B DIV YLD
BSE 24.1 3.8 1.0
Deposit growth slowed to 4.9 per cent from 7.6 per cent in April-Sept NSE 25.4 3.9 1.0
2009.Compared to last year, credit grew at a faster pace in the first half of 2010-11. BSE500 Mcap/GDP Ratio 0.66
MOVERS & SHAKERS
4.91
TOP 5 FRONTLINE GAINERS TOP 5 MIDCAP GAINERS TOP 5 SMALLCAP GAINERS
Name Rs % Name Rs % Name Rs %
Tata Power 1,433.4 2.48 Apollo Hospital 515.6 9.77 GMR Industries 133.5 20.00
Hero Honda 1,841.5 1.18 Jagran Prakashan 138.9 5.91 Binani Industries 140.3 15.48
Cipla 331.3 1.16 Biocon 402.3 5.67 BAG Films 12.2 6.07
Reliance Communications 178.2 0.68 Glaxosmithkl Cons 2,138.0 5.29 NRB Bearings 55.6 5.70
Hindalco Industries 211.7 0.62 South Indian Bank 27.4 4.99 Kingfisher Airlines 80.1 5.40
TOP 5 FRONTLINE LOSERS TOP 5 MIDCAP LOSERS TOP 5 SMALLCAP LOSERS
Name Rs % Name Rs % Name Rs %
Tata Steel 650 -4.20 JM Financial 41.8 -9.43 Hanung Toys 340.5 -7.30
DLF 381 -3.00 Manappuram Gen 148.3 -6.41 Ashapura Mine 58.2 -6.21
Reliance Infrastructure 1,087 -2.95 Escorts 220.8 -4.50 Valecha Engineering 188.5 -5.99
HDFC 727 -2.50 Eicher Motors 1,276.0 -4.41 Oscar Invest 511.4 -5.70
BHEL 2,603 -2.30 Ispat Industries 22.9 -4.19 Astral Poly 174.3 -5.09
BULK DEALS
SCRIPT NAME CLIENT NAME TYPE QTY % PRICE
NSE
South Indian Bank Transglobal Securities BUY 1.23% 27.0
Nu Tek India Trans Financial Resources Ltd BUY 0.98% 61.7
Sobha Developers Pru India Equity Open Limited BUY 0.72% 385.0
JBF Industries Abn Amro Bank SELL 0.56% 158.0
Tulsi Extrusions Limited Akshi Finance Private Limited SELL 0.88% 78.8
BSE
Anil Special Jatin Laxmikant Trivedi BUY 0.92% 18.1
Kingfisher Air lines Genuine Stock Brokers BUY 0.81% 83.2
Pipavav Shipyard Trinity Capital (Nine) SELL 1.20% 80.5
IFCI Genuine Stock Brokers SELL 0.89% 70.72
VIP Industries Crosseas Capital Services SELL 0.64% 665.8
Disclaimer: This document is compiled by Epitome Global Services Private Limited exclusively for Fullerton Securities & Wealth Advisors Ltd (FSWA) customers. This document is not for
public distribution and has been furnished to you solely for your information and you are notified that you should not further copy, modify, use or distribute the information in any way
unless you obtain written consent from FSWA. While reasonable care to compile the document but the accuracy and completeness cannot be guaranteed either by FSWA or any other
person or entity associated with it. The document is prepared only for your information and is not sufficient for making an investment decision. You should rely on your own
investigations and seek professional advice for investment decision. Neither FSWA nor any person connected with it, accepts any liability either arising from the use of this document or
due to any inadvertent error in the information contained in this document. Financial investments carry risks including principal risk and therefore you should seek professional advice
prior to making any investment decision. The risk of any losses occurring by use of this report or document will be entirely yours. The investments covered in this report are not
guaranteed. Also past performance of an investment or fund is not an indication of future performance. FSWA, its affiliates, or associates, or any regulatory or other body or entity assumes
no liability or responsibility for investment results or losses arising out of investment decisions made by you. This document is not to be considered as an offer to sell or a solicitation to buy
any security or financial product. FSWA reserves the right to modify or alter the terms and conditions of the use of this service or discontinue, temporarily or permanently, the information
and services provided (or any part thereof) at any time, with or without prior notice and FSWA shall not be liable to you for any suspension, modification, or termination of the information