Published by CP-Artha

1. VValuehunt
Contact Us:
E-Mail : dhananjayan.jayabal@cp-artha.co | Mobile : +91 96294 74080
Morning Notes – 03 May 2013
Good Morning!!
Market is near 52 week high – will it sustain at these levels?
Currently market is trading near 52 week high in the expectation of rate cut by Central Bank Reserve Bank
of India (RBI). But our gut feeling tells that RBI will not cut the interest rate as expected by the market
experts. Now value investors have to exercise extreme caution in taking new positions in their portfolio. At
this stage of the market, it is better to stick to fundamentally strong stocks. We would like to list some of
such stocks.
a. Gujarat State Fertilizers and Chemicals Ltd
b. FDC Ltd
c. IFB Agro Industries Ltd
d. Rossell India Ltd
e. Ador Fontech Ltd
f. Aarti Drugs Ltd
Let’s stick to fundamentally strong stocks in the market high.
Market Commentary

2. VValuehunt
Company Special Situation Comments
No Special Situation Stock for Today!!
Close
Price
Points
Change
(%)
Nifty 5,999 69.1 1.2
Sensex 19,735 231.6 1.2
Nikkei 13,694 (105.0) (0.8)
Straight Time 3,402 40.4 1.2
Hang Seng 22,668 88.3 0.4
Shanghai 2,174 (3.9) (0.2)
FTSE 100 6,460 9.4 0.1
CAC 40 3,858 2.0 0.1
DAX 7,961 48.0 0.6
DJIA 14,830 129.1 0.9
S&P 500 1,597 15.0 0.9
NASDAQ 3,342 43.3 1.3
Global Indices
Close Price Change (%)
Realty 1,929 1.5
Oil & Gas 8,794 1.0
Metal 8,662 0.1
Bankex 14,532 1.2
Capital Goods 9,873 1.6
Power 1,781 1.1
IT 5,855 2.6
Auto 10,997 0.4
FMCG 6,600 0.8
HeathCare 8,741 0.6
Sectoral Indices
Buy Sell
FII (Rs.mn) 46,081 31,782
Change (%) 25% 13%
DII (Rs.mn) 11,156 20,147
Change (%) 1% 37%
**FII – Foreign Institutional Investor
**DII – Domestic Institutional Investor
FII & DII Turnover
Special Situation Stocks
5,700
5,900
6,100
23-Apr-13 2-May-13
Nifty
5,999
1.17%
Nifty Movement
Contact Us:
E-Mail : dhananjayan@artha-cap.com | Mobile : +91 96294 74080
Change (%)
INR - USD 53.77 0.1
INR - EUR 70.32 (0.5)
INR - GBP 83.53 0.1
JPY – USD 97.98 0.7
Currency
Contact Us:
E-Mail : dhananjayan.jayabal@cp-artha.co | Mobile : +91 96294 74080
Morning Notes – 03 May 2013

3. VValuehunt
Economic Times Business Standard
 Sebi fines RIL entity Rs 11 cr in IPCL insider trading
case
 Govt clears IKEA's Rs 10,500 crore FDI proposal
 Crompton Greaves to form JV with Indonesia's PLNE
 SUV tax creating uneven playing field: M&M
 HC rejects Dunlop appeal
 Alstom bags 100 million euro contract from Bhel
 IOB to focus on increasing CASA in FY14
 SUV tax creating uneven playing field: Mahindra &
Mahindra
Business Line
 Firms push to extend public holding deadline
 Market share, margin gains ahead for Exide
 CRISIL downgrades Su-raj Diamond units to default grade
 Coal price hike would be necessary in view of imports: RBI
 IKEA hails Govt's nod; to offer affordable goods
 Credit, deposit comes down in first fortnight
 GST panel rejects Odisha's demand for green tax
 Odisha sets Rs 26,350 cr revenue target
 MCX-SX starts listing services; Dabur first to come on board
Money Control
 Sensex surges 231 points ahead of credit policy
 HUL loses steam, MNC stocks take a breather
 Global equity investors turn to India for green
projects
 Losses in African business drag Airtel profit 50% in
Q4
 Limited scope for monetary action to support
growth: RBI
 Tata announces closure of Opportunities Fund
 RBI’s hawkish tone aimed to temper mkt sanguinity: Experts
 Nifty ends close to 6000 ahead of RBI credit policy
 Cos holding Rs 1101cr unclaimed dividends; RIL tops list
 5 reasons why Unilever is so keen to invest in HUL
 Global markets - stocks up on ECB cut, but euro slumps after
Draghi
 Kotak Mahindra Bank Q4 net up 47%, beats estimates
 Bharti Airtel Q4 disappoints, net up 79% to Rs 509 cr
Note : Click on article to read the respective news
Headline News
Company
Close
Price
Change (%)
TCS 1,433.90 4.03
Reliance Infra. 389.70 3.88
M & M 953.60 3.19
JP Associates 77.45 2.92
Larsen & Toubro 1,552.05 2.64
Nifty Gainers
Company
Close
Price
Change (%)
Hind. Unilever 571.85 (2.05)
Cairn India 306.00 (1.92)
Hero Motocorp 1,613.85 (1.86)
Hindalco Inds. 95.95 (1.34)
GAIL (India) 346.80 (1.24)
Nifty Losers
Rs. Change (%)
Crude (Rs/Bbl) 5,025 (3.1)
Gold (Rs/10 grms) 26,923 1.4
Silver (Rs/Kg) 44,650 1.3
Copper (Rs/Kg) 372 1.1
Note: MCX near month Futures Price
Commodity
Contact Us:
E-Mail : dhananjayan.jayabal@cp-artha.co | Mobile : +91 96294 74080
Morning Notes – 03 May 2013

4. VValuehunt
Company Buyer / Seller
Transaction
Date
Buy
/Sale
Shares Trans. Holdin
g after
Trans.
Quantity %
Aksh Optifibre
Ltd
Chetan Choudhari
02/04/2013
-
04/04/2013
B 111,297 0.76
Container
Corporation
of India Ltd
Aberdeen Asset
Management Asia
Ltd
28/03/2013 B 1,146,294 0.88 9.62
CORE
Education &
Technologies
Ltd
Wisdom Global
Enterprises Ltd
25/03/2013 B 100,000 23.96
Indiabulls
Securities Ltd
Orthia Propertise
Pvt Ltd
04/04/2013
-
08/04/2013
B 829,444 10.09
Oil Country
Tubular Ltd
United Steel Allied
Industries Pvt Ltd
B 187,000 0.42 32.9
Praj
Industries Ltd
Utpal Sheth -
Partner of Insync
Capital Partners
LLP
2/4/2013 B 200,000
Insider Trading
Company Client Name
Buy
/Sale
Quantity %
Indianivesh
BRIGHT IMPEX &
AGENCIES PVT. LTD.
B 250,000 41.97
Pokarna
MOULIK KISHORCHAND
BANSAL
B 44,872 75
Syncom Form-$ RADIANCE EXIM PVT B 117,000 69.02
** Weighted Average
Bulk Deal (BSE/NSE)
Company Ex-Date Purpose Rs.
Marico 03 May 2013 2nd Interim Dividend 0.50
Mindtree 03 May 2013 2nd Interim Dividend 4.00
State Bank Trav 06 May 2013 Final Dividend 3.00
Corporate Action
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.
Morning Notes – 03 May 2013