The document provides a summary of Indian and global market performance on August 1, 2011. The key points are: - Indian equity markets ended higher, gaining 0.64% (Sensex) and 0.53% (Nifty), helped by an agreement in the US to raise the debt ceiling. - However, markets took a hit later on weaker manufacturing data and warnings about possible fiscal slippages. - US stocks slumped as manufacturing growth was slower than forecast. Asian markets traded lower following falls in the US and Europe. - Among Indian companies, Tata Motors reported a 5.96% fall in July sales while TVS Motor saw a 14% rise. Suzlon received approval

1. Aug 2, 2011
Volume: 1 | Issue: 389| November 1, 2010
INDIAN MARKET 01-Aug 29-Jul % Change COMMENTARY
BSE Sensex 18,314 18,197 0.64 INDIA
NSE Nifty 5,517 5,488 0.53 The Indian equity markets ended the day with healthy gains, starting off the week on a high after US leaders
BSE Midcap 6,914 6,915 (0.02) announced they had reached an agreement to raise the nation's borrowing limit and avert a default. Markets
BSE Smallcap 8,284 8,306 (0.26) in Asia and Europe also welcomed the relief from the US on the critical issue of debt limit. However, after
Nifty Junior 10,883 10,908 (0.23) opening on a strong footing, market sentiment took a bit of a jolt after the manufacturing PMI decelerated
and the Chairman of the Prime Minister's Economic Advisory Council (PMEAC) warned about a possible fiscal
CNX Midcap 8,007 8,023 (0.20)
slippage. Finally, the BSE Sensex ended at 18,314 adding 117 points. The NSE Nifty closed at 5,516 up 35
points. Barring Tata Steel, Welcorp and NMDC all the components of the BSE Metals index ended with losses.
In fact, the BSE Metal index touched a 52-week low, hurt by steep losses in Jindal group of shares. Even the
GLOBAL MARKETS 01-Aug 29-Jul % Change Mid-Cap and the Small-Cap stocks were under pressure.
Dow Jones Ind (USA) 12,132 12,143 (0.09) BSE market breadth was fairly negative. Out of 2,975 stocks traded, 1,632 stocks declined while 1,204
Nasdaq Composite(USA) 2,745 2,756 (0.42) advanced in trades.
S&P 500 (USA) 1,287 1,292 (0.42)
FTSE 100 (UK) 5,774 5,815 (0.70) GLOBAL MARKETS
DAX (Germany) 6,954 7,159 (2.86) U.S. stocks slumped, sending the Standard & Poor’s 500 Index down for a sixth day, as slower- than-forecast
Nikkei 225 (Tokyo) 9,965 9,833 1.34 growth in manufacturing erased a rally triggered by speculation lawmakers will raise the debt ceiling. The
S&P 500 pared a loss of more than 1 percent by the end of the trading day as lawmakers including House
Hang Seng (Hong Kong) 22,663 22,440 0.99
Speaker John Boehner voiced support for the debt-limit compromise, fueling optimism the legislation would
Shanghai Comp (China) 2,703 2,702 0.06
pass. The S&P 500 lost 0.42 percent to 1,287 after climbing 1.2 percent in the first hour of trading and then
KOSPI (South Korea) 2,172 2,133 1.83 sinking as much as 1.4 percent. The Dow Jones Industrial Average retreated 10.75 points, or 0.9 percent, to
STI (Singapore) 3,215 3,189 0.82 12,132 yesterday after rising 139 points and falling as much as 145 points.
MSCI Emerging Market 438 441 (0.68)
MSCI Frontier Market 530 530 0.00 Asian markets are trading lower on back of fall in the US and the European markets, which ended deep in
red. Nikkei is down by a percent. Hang Seng is trading in red down by 0.30 percent.
BOND MARKETS 01-Aug 29-Jul Change
10yr G-Sec Yield 8.46 8.44 0.02 CORPORATE/ ECONOMY NEWS
1yr G-Sec Yield 8.49 8.49 0.00 Tata Motors have reported a 5.96% decline in total sales during July, 2011, to 63,761 units from 67,800
LIBOR (6m) 0.39 0.39 0.00 units in the same month of 2010. The homegrown firm's total passenger vehicles sales in the domestic
LIBOR (1m) 0.16 0.16 0.00 market stood at 17,192 units in July, a fall of 38.30% from 27,865 units in the same month last year.
Interbank Call rate 7.98 6.32 1.66
TVS Motor Co, India's third-largest two wheeler maker said on Monday total sales in July rose 14% to
189,962 vehicles from 166,214 vehicles a year ago. Total two wheeler sales grew by 14% to 186,672
vehicles, while exports increased 34% to 28,542 vehicles in July.
BSE Turnover Rs Cr('000) Sensex
18600 3.5 IT software solutions firm Mphasis announced that it will acquire US-based Wyde Corporation for an
3.0 undisclosed amount. Mphasis subsidiary has entered into an agreement to acquire Wyde Corporation.
18500
18400 2.5 Wind turbine-maker Suzlon Energy has said that it has received board approval to raise Rs 5,000 crore
2.0 through the issuance of shares or other means.
18300
1.5
18200 1.0 City based-drug maker Aurobindo Pharma Ltd is eyeing overseas and domestic acquisitions to achieve a
18100 $2 billion turnover by 2014, a top executive of the company said.
0.5
18000 0.0 GlaxoSmithKline Consumer Healthcare (GSKCH) has reported a 14.92% increase in its net profit to Rs
26-Jul 27-Jul 28-Jul 29-Jul 1-Aug 82.46 crore for the second quarter ended June 30, 2011. For the three months ended June 30, 2010, its net
profit stood at Rs 71.75 crore.
Bhubaneswar based ARSS Infrastructure Projects Limited, with a focus on construction of railway
NSE Turnover Rs Cr('000) Nifty infrastructure, roads, highways & bridges has bagged two new work orders. The first order is for the
5600 16 development, operation and maintenance of Ropar-Chamkaur Sahib-Neelon-Dorah (Up to NH-1)Road, on
5580 14 Design, Build, Finance, Operate & Transfer(DBFOT) basis. The total order amount is Rs. 220 crore. The order
5560 12 has been awarded by the Chief Engineer, Punjab PWD B&R branch. This order is the second BOT order in
5540 88.38 #DIV/0! 10 the company’s orderbook after the first BOT order from the Madhya Pradesh government awarded to
5520 8 ARSS in the month of June.
5500 6
5480 4 UK-listed miner Vedanta Resources confirmed on Monday that it has received conditional approval from
5460 2 the Indian government for its acquisition of a stake in Cairn India, subject to conditions on royalty
payments and regulatory go-aheads.
5440 0
26-Jul 27-Jul 28-Jul 29-Jul 1-Aug

2. Aug 2, 2011
Volume: 1 | Issue: 389| November 1, 2010
SECTOR 01-Aug 29-Jul % Change CORPORATE NEWS
IT 5,886 5,835 0.86% The country's largest car-maker Maruti Suzuki India has reported a 25.34% fall in total
TECk 3,672 3,643 0.81% sales for July to 75,300 units, mainly due to sluggish market condition and non-
AUTO 8,828 8,759 0.79% production of hatchback Swift as the company is preparing to launch a new version of
CG 13,088 12,996 0.71% the car soon. Sales stood at 1,00,857 units in the same month last year, Maruti Suzuki
HC 6,457 6,421 0.56% India (MSI) said in a statement.
OIL&GAS 8,843 8,799 0.49%
Two-wheeler maker Suzuki Motorcycle India has reported a 46.16% jump in sales in
REALTY 2,051 2,041 0.46%
July, 2011, to 27,088 units. The company had sold 18,533 units in the same month last
BANKEX 12,483 12,448 0.28% year, Suzuki Motorcycle India Pvt Ltd (SMIPL) said in a statement.
POWER 2,461 2,456 0.22%
PSU 8,320 8,308 0.15% Broadcasting major Sun TV Network has said its net profit had increased by 9.75% to Rs
FMCG 4,089 4,093 -0.11% 187.62 crore for the quarter ended June 30, 2011. The company had posted a net profit
CD 6,735 6,756 -0.30% of Rs 170.95 crore in the same period last year.
METAL 13,841 14,017 -1.25%
London-listed Essar Energy has said it has completed the acquisition of UK's Stanlow oil
refinery for $350 million. Essar bought the refinery from Royal Dutch Shell, the company
said in a press statement here.
Realty major Unitech said it has sold 450 independent floors for about Rs 350 crore
under a township project in Gurgaon.
BSE Upper Circuit Breakers
Company Name 01-Aug 29-Jul % Change Telecom operator Sistema Shyam Teleservices Ltd (SSTL), which offers services under
WARREN TEA 370.8 309.0 20.00 MTS brand, said that it has inked a three-year managed services deal with networking
EIH ASSOCIATED HOTELS 198.7 165.6 20.00 gear maker Ericsson for four circles.
SAFARI INDUSTRIES (INDIA) 139.2 126.5 10.00
SMRUTHI ORGANICS 216.5 196.9 10.00 Drug firm Pfizer has said that it has posted a net profit of Rs 41.24 crore for the quarter
0
GUJARAT AUTOMOTIVE GEARS 823.3 784.0 5.00 ended June 30,2011. The company had a net profit of Rs 34.69 crore for the period
ended May 31, 2010. Net sales of the company for the quarter ended June 30, 2011
stood at Rs 241.87 crore. It was Rs 212.33 crore for the quarter ended May 31,2010.
Luggage maker Safari Industries has posted a 60.54% increase in its net profit for the
first quarter ended June 30, 2011, at Rs 96.94 lakh, compared to the corresponding
quarter of the last fiscal. For the three months ended June 30, 2010, the company's net
BSE Lower Circuit Breakers profit stood at Rs 60.38 lakh.
Company Name 01-Aug 29-Jul % Change
PANASONIC HOME APPLIANCES 137.5 152.7 (10.00) Steel Strips Wheels Ltd. said on Monday that the Company has achieved sale of 9.02
GARNET INTERNATIONAL 190.0 200.0 (5.00) lakh steel wheel rims during July, as against 7.65 lakh rims in July 2010. This represents a
Veljan Denison 546.4 575.1 (5.00) growth of 18%. The Company also achieved production of 8.79 lakh wheel rims during
July as against 7.50 lakh during July 2010, recording a growth of 17%. The Company has
AGARWAL INDUSTRIAL CORP 163.0 171.6 (5.00)
achieved the export sales of 129,000 wheel rims during July versus 45,336 wheel rims
WELSPUN GLOBAL BRANDS 89.4 94.1 (5.00)
during July 2010, recording a growth of 184.54%.
Gift items retailer Archies Ltd has posted a 25% increase in net profit to Rs 1.20 crore for
the first quarter ended June 30, 2011. For the three months ended June 30, 2010, the
company's net profit stood at Rs 96.60 lakh.
Fortis Healthcare (India) has said that it will start six new hospitals in southern and
western India that could entail an investment of up to Rs 1,050 crore.
ABB Ltd has won orders worth Rs 16.1 crore to supply turnkey power and automation
solutions for three photovoltaic (PV) solar power plants with a combined capacity of 11
megawatts (MW) in India.
COMMODITY 01-Aug 29-Jul % Change COMMODITY / CURRENCY NEWS
Brent Crude Oil (USD/bbl) 116 116 0.17
0.44 Brent Crude Oil ended flat at $116 per barrel. Gold closed up by 0.44 percent at Rs
Gold (Rs/10gm) 23,293 23,190
23,293 and Silver closed down by 1 percent at Rs 58,534.
Silver (Rs/kg) 58,534 59,124 (1.00)
CURRENCY 01-Aug 29-Jul % Change The Indian Rupee closed flat against the dollar at Rs 44.07 as the Indian equity
INR / USD 44.07 44.07 - benchmarks ended on a positive note.
USD / Euro 1.44 1.44 -
Yen / USD 77.79 77.79 -

3. Aug 2, 2011
Volume: 1 | Issue: 389| November 1, 2010
FUTURES PREMIUM/DISC Cash Futures P/D% ECONOMY / POLICY / GLOBAL NEWS
STRTECH 51.4 52.0 1.17 India's exports grew by an impressive 46% to $29 billion in June, 2011, despite
MPHASIS 444.0 449.2 1.16 uncertainty in the US and European markets. Merchandise exports aggregated to $20
BAJAJHIND 68.1 68.8 1.03 billion in June, 2010. During the April-June quarter, overseas shipments grew by 46%
INDIANB 222.7 224.9 0.99 to $79 billion, according to Commerce Ministry data released yesterday.
JPPOWER 42.7 43.1 0.94
PATNI 326.5 329.5 0.90
ASHOKLEY 51.1 49.6 (2.84) The comprehensive free trade pact between India and Japan has come into force from
today, a move which will boost bilateral trade between the countries to $25 billion by
INDIACEM 69.0 67.7 (1.96)
2014. The Comprehensive Economic Partnership Agreement (CEPA) will bring
CHAMBLFERT 89.5 88.0 (1.68)
immediate gains to exporters of textiles, seafood and spices to Japan, as duties on
TATAGLOBAL 106.9 105.3 (1.50) these products would be eliminated.
HEXAWARE 92.9 91.6 (1.35)
BEML 541.3 534.6 (1.25)
State-run hydro power generation company NHPC would invest around Rs 15,000
INSTITUTIONAL ACTIVITY (Rs Cr) 20-Jul 19-Jul YTD crore for developing two projects in the neighbouring country Myanmar.
FII Cash Net (31) 418 14,324
FII Stock Futures (393) (19) (7,505)
FII Index Futures 56 (874) 11,706 HSBC will shed 30,000 jobs as it retreats from countries where it is struggling to
Mutual Fund (45) (108) 3,367 compete, Europe's biggest bank said on Monday after it reported a surprise rise in
first-half profit.
VALUATIONS P/E P/B DIV YLD
BSE 19.6 3.4 1.4
NSE 19.9 3.5 1.1
BSE500 Mcap/GDP Ratio 0.57
MOVERS & SHAKERS
4.91
TOP 5 FRONTLINE GAINERS TOP 5 MIDCAP GAINERS TOP 5 SMALLCAP GAINERS
Name Rs % Name Rs % Name Rs %
L&T 1762.9 2.14 Godfrey Phil 3307.3 10.06 Warren Tea 370.8 20.00
Jaiprakash Asso 67.9 1.8 TVS Motor 53.45 8.31 EIH Associated 198.7 19.99
ONGC 273.3 1.73 MANAP FIN 58.9 6.99 KSERASERA 13.01 18.27
Bajaj Auto 1490 1.72 COX KINGS 222.9 6.96 Rohit Ferro 37.95 14.83
Mahindra & Mahindra 730.55 1.71 Gujarat Mnrl 169.4 6.17 NESCO 672.1 11.88
TOP 5 FRONTLINE LOSERS TOP 5 MIDCAP LOSERS TOP 5 SMALLCAP LOSERS
Name Rs % Name Rs % Name Rs %
Jindal Steel 573.1 -2.26 Himadri Chem 52.8 -6.8 Jindal South -118.45 -13.71
Sterlite Inds 157.85 -1.28 Usha Martin 41.75 -6.6 Global Capital -2.65 -11.99
BHEL 1824.95 -0.73 Bajaj Elect-$ 206.85 -5.59 IFB Inds -17.45 -11.90
Cipla 306.55 -0.42 Bharat Forge 311 -5.5 REISIX TENR -3.6 -9.61
HUL 322.75 0.37 India Infoline 79 -5.45 Apar Inds -17.3 -7.53
BULK DEALS
SCRIP NAME CLIENT NAME TYPE QTY % PRICE
NSE
MindTree Limited Coffee Day Resorts Pvt Ltd BUY 5.68% 428.0
MindTree Limited Ashok Soota SELL 5.50% 428.0
Bharat Forge Ltd Barclays Capital Mauritius Limited SELL 0.55% 307.6
Balrampur Chini Mills Balrampur Chini Mills Ltd BUY 0.86% 62.9
Balrampur Chini Mills Barclays Capital Mauritius Limited SELL 0.87% 61.9
BSE
Aarey Drugs Thakorlal Atma Ram Modi BUY 1.23% 21.5
ACROPET TEC Oudh Finance & Investment BUY 0.80% 17.0
Zenu Infotech Anuradha Pankaj Dhoot SELL 2.25% 38.0
Tata Coffee A K G Securities And Consultancy Ltd BUY 0.66% 882.2
RCL FOODS Span Stock Broking SELL 0.65% 54.1