The Indian stock market ended marginally lower on July 1, 2011 with the Sensex closing at 18,762 points, down 83 points. Global markets were mostly higher with the Dow up 1.36% and Nasdaq up 1.53% on strong US manufacturing data. Among Indian companies, Hero Honda reported a 20.12% rise in June sales while Maruti reported an 8.8% decline. The RBI held key policy rates unchanged.

1. July 4, 2011
Volume: 1 | Issue: 389| November 1, 2010
INDIAN MARKET 01-Jul 30-Jun % Change COMMENTARY
BSE Sensex 18,763 18,845 (0.44) INDIA
NSE Nifty 5,627 5,648 (0.36)
BSE Midcap 6,902 6,854 0.70 Markets ended the last day of the week marginally lower as investors booked profit after the benchmark
BSE Smallcap 8,224 8,156 0.84 indices surged 7% in six sessions of uninterrupted run. The benchmark Sensex re-captured the19K peak and
Nifty Junior 11,292 11,234 0.51 touched a high of 19,032 in the opening session led by positive cues from the global bourses, but selling
pressure seeped in, dragging the index to a low of 18,713. Data showing deceleration in manufacturing
CNX Midcap 8,026 7,971 0.69
sector activity from Australia to Europe also partly contributed to the selling. Sensex was dragged by RIL on
news that CBI searched the house of upstream regulator V.K. Sibal after Comptroller General Auditor said
that the oil ministry had inflated the cost of production from KG D6 basin. BSE Realty index was the top
GLOBAL MARKETS 01-Jul 30-Jun % Change sectoral gainer, up 3% while BSE Oil & Gas index was down 1.8%. S&P CNX Nifty closed at 5,627, down 20
Dow Jones Ind (USA) 12,583 12,414 1.36 points while Sensex ended at 18,762, down 83 points. Market breadth was positive 1,700 stocks advanced for
Nasdaq Composite(USA) 2,816 2,774 1.53 1,152 stocks which declined.
S&P 500 (USA) 1,340 1,321 1.47
FTSE 100 (UK) 5,990 5,946 0.74 GLOBAL MARKETS
DAX (Germany) 7,419 7,376 0.58
Nikkei 225 (Tokyo) 9,868 9,816 0.53 US stocks started July with a bang on Friday with Wall Street scoring its best week in two years on strong
manufacturing data that eased concerns about slowing growth. The pace of growth in manufacturing picked
Hang Seng (Hong Kong)* 22,398 22,398 0.00
up for the first time in four months, with an index of national factory activity rising to 55.3 in June from 53.5
Shanghai Comp (China) 2,759 2,762 (0.10) in May, Institute for Supply Management (ISM) data showed. The Dow Jones industrial average was up 168
KOSPI (South Korea) 2,126 2,100 1.23 points, or 1.36%, at 12,583. The Standard & Poor's 500 Index was up 19 points, or 1.4%, at 1,340. The Nasdaq
STI (Singapore) 3,139 3,120 0.61 Composite Index was up 42 points, or 1.5%, at 2,816.
MSCI Emerging Market 445 431 3.25
MSCI Frontier Market 545 539 1.11 Asian stocks are trading positive, with the regional benchmark index heading for its longest winning streak
in six months, as exporters climbed after U.S. manufacturing unexpectedly accelerated in June. Nikkei is up
0.97%, Hang Seng is up 1.5%, Kospi is up 0.98%, Taiwan is up 0.7% and Strait Times is up 0.63%. SGX Nifty is
BOND MARKETS 01-Jul 30-Jun Change up 52 points at 5683 indicating a positive gap-up opening.
10yr G-Sec Yield 8.35 8.32 0.03 CORPORATE/ ECONOMY NEWS
1yr G-Sec Yield 8.29 8.35 (0.06) India's largest two-wheeler maker Hero Honda is intensifying research and development programme,
LIBOR (6m) 0.39 0.39 0.00 scouting for technology partner across the globe and even keeping the option of acquiring firms open.
LIBOR (1m) 0.16 0.19 (0.03) The country's largest two-wheeler maker Hero Honda reported 20.12% jump in its sales for June at
Interbank Call rate 7.60 7.62 (0.02) 5,12,244 units, over the same month last year.
The Central Vigilance Commission (CVC) that probed irregularities in the public sector Corporation Bank
has asked it not to issue or award tenders for appointment of technical, management consultants on
BSE Turnover Rs Cr('000) Sensex retainer basis or for expanding the bank's insurance, wealth and asset management business, due to
18900 2.9 violations of norms.
18800 2.8
18700 2.8 Kolkata-based FMCG firm Emami is gearing up for a major expansion in the healthcare products category
18600 2.7 with plans to enter neutraceutical business besides expanding its pharmacy chain in the rest of the
2.7 country.
18500
2.6
18400 2.6 Food products maker Britannia Industries Ltd is planning a total investment of more than Rs.200 crore
18300 2.5 this fiscal for setting up two plants in Orissa and Bihar.
18200 2.5
18100 2.4 NTPC has shut down one of its four 500 MW thermal power generation units at Kanhia in response to a
27-Jun 28-Jun 29-Jun 30-Jun 30-Jun closure notice by Orissa State Pollution Control Board (OSPCB) following the power major's faulty fly ash
management plan. The company has inked power purchase agreements (PPA) with five distribution
companies in Karnataka for supply of 100 Mw power from its upcoming wind energy plant.
NSE Turnover Rs Cr('000) Nifty UltraTech Cement, a division of the Aditya Birla Group , on Saturday reported an increase of 2 per cent in
5700 18 its despatches for June at 32.20 lakh metric tonne, as against despatches of 31.56 lakh metric tonne during
16 the same month last year.
5650 14
5600 88.38 #DIV/0! 12 India's Jaiprakash Associates said on Saturday its cement shipments in June rose 3 percent to 1.37 million
10 tonnes from the same period a year ago.
5550 8
6 Cement maker ACC reported an increase of 7.30% in its despatches in June at 1.91 million tonne. It had
5500 4 despatches of 1.78 million tonne during the same month of 2010.
2
5450 0
27-Jun 28-Jun 29-Jun 30-Jun 30-Jun

2. July 4, 2011
Volume: 1 | Issue: 389| November 1, 2010
SECTOR 01-Jul 30-Jun % Change CORPORATE NEWS
REALTY 2,081 2,020 3.01% Coal India, one of the world's largest coal miner, has plans to call for fresh bids for
IT 6,148 6,100 0.78% exploratory drilling at two coal blocks in Mozambique's Tet province.
METAL 15,148 15,062 0.57%
POWER 2,623 2,612 0.44% Country's largest hydro power producer NHPC plans to raise about Rs 2,000 crore in
PSU 8,571 8,543 0.33% the current fiscal, mostly from the domestic market.
BANKEX 12,854 12,821 0.25%
Tata Steel said it has been identified as best bidder and promoter for revival of ailing
TECk 3,701 3,694 0.17%
cable manufacturer INCAB Industries (IIL) by the Appellate Authority for Industrial and
FMCG 4,048 4,045 0.07% Financial Reconstruction (AAIFR).
CG 13,883 13,906 -0.16%
AUTO 8,782 8,798 -0.18% Bharati Shipyard said two of its promoters had increased their stake in the firm by
HC 6,377 6,398 -0.34% 4.34% by acquiring 6.9 lakh shares each through preferential allotment.
CD 6,601 6,654 -0.79%
OIL&GAS 9,039 9,208 -1.84% Sobha Developers said it had bought back 40.5% stake in a special purpose vehicle
(SPV) from Dubai-based Pan Atlantic Investments for an undisclosed amount.
Mortgage lender Dewan Housing Finance Corporation (DHFL) increased its retail
prime lending rate (RPLR) by 25 basis points to 17.75%.
Naveen Jindal owned Jindal Steel and Power Ltd (JSPL) said it expects to garner
BSE Upper Circuit Breakers about Rs 765 crore in the current fiscal by selling iron ore from the Bolivian mine.
Company Name 01-Jul 30-Jun % Change
Mohit Industries Ltd. 33.4 27.9 19.90 The diversified Jaypee Group's Rs 7,000 crore Karcham Wangtoo hydro power project
Supreme Holdings Ltd. 38.6 35.1 10.00 in Himachal Pradesh is expected to be operational by August 15.
Zandu Realty Limited 2050.9 1953.3 5.00
Rasoi Ltd. 357.0 340.0 5.00 Kanoria Chemicals and Industries (KCI), the R V Kanoria promoted company, is set to
0
Cimmco Birla Ltd. 110.4 105.2 5.00 enter five new businesses with the money it raised by selling its primary business of
caustic soda to the Aditya Birla Group.
The government has issued warning to seven more firms, including Arcelor Mittal, GVK
Power and Bhushan Power and Steel, to begin the development of coal and lignite
blocks allocated to them without further delay, failing which their coal blocks would be
cancelled.
BSE Lower Circuit Breakers
Company Name 01-Jul 30-Jun % Change Finance Minister Pranab Mukherjee will hold a review meeting on July 8, with the
Timbor Home Ltd 61.7 68.6 (10.00) heads of public sector banks and financial institution in the light of rising interest
Sanwaria Agro Oils Ltd. 31.0 32.6 (4.90) rates and concerns of slowdown.
Sanghvi Forging 46.1 48.5 (4.90)
Refex Refrigerants Ltd. 23.9 25.2 (5.00) The country's largest car-maker Maruti Suzuki India reported an 8.8 per cent decline
in total sales to 80,298 units in June from 88,091 units in the same month last year.
S.V.Electricals Ltd. 59.6 62.7 (4.90)
Chennai-based TVS Motors reported a 14 per cent increase in total sales to 1,82,456
units in June, 2011, as against 1,59,688 units in the same month last year.
FMCG player Jyothy Laboratories said that it is seeking shareholders' approval to
increase the limit for making investments or providing loans to its different group firms
up to Rs 1,000 crore.
Gitanjali Jewellery Retail, a unit of the Rs 7,000-crore jewellery maker and exporter
Gitanjali Group, is planning to more than double the number of its branded jewellery
retail stores across the country by the end of the 2012 calendar.
COMMODITY 01-Jul 30-Jun % Change COMMODITY / CURRENCY NEWS
Brent Crude Oil (USD/bbl) 112 110 1.82
(1.30) Brent Crude Oil closed up by 1.82% at $112 per barrel . Gold closed down by 1.3% at Rs
Gold (Rs/10gm) 21,620 21,904
21,620 and silver closed down by 2.13% at Rs 49,868.
Silver (Rs/kg) 49,868 50,955 (2.13)
The Indian Rupee closed higher against the dollar at Rs 44.61 as the Indian equity
CURRENCY 01-Jul 30-Jun % Change benchmarks ended on a negative note.
INR / USD 44.61 44.63 (0.03)
USD / Euro 1.45 1.45 0.26
Yen / USD 80.92 80.44 0.60

3. July 4, 2011
Volume: 1 | Issue: 389| November 1, 2010
FUTURES PREMIUM/DISC Cash Futures P/D% ECONOMY / POLICY / GLOBAL NEWS
FSL 18.8 19.0 1.33 Amid differences in the industry over major issues, including charges for extra
Glaxo 2340.0 2,369.9 1.28 spectrum held by incumbent operators and other related matters, the Telecom
Moser Baer 40.0 40.5 1.25 Commission, the decision-making arm of the DoT, will meet this week to consider the
PTC 78.7 79.6 1.14 report of an internal committee.
Unitech 32.6 33.0 1.07
SterTech 53.7 54.3 1.02 With high inflation and weak stock market playing spoilsport, total value of M&A
LancoInfra 24.6 24.8 1.02 deals involving Indian companies more than halved to $ 7.7 billion in the June
quarter. The deal value is approximately 55.3 per cent lower than the previous
UCOBank 96.4 93.9 (2.54)
quarter's value of $ 17.3 billion (January--March 2011), global consultancy E&Y said.
TataMotDVR 539.3 522.5 (3.12)
IOB 147.6 142.9 (3.15) Amidst "dumping" of consumer products by China, MSME Minister Virbhadra Singh
SunTV 361.0 347.4 (3.77) assured all support to the Rs 6,000 crore Indian toy industry to compete with the
Videocon 204.3 187.0 (8.47) neighbouring nation.
INSTITUTIONAL ACTIVITY (Rs Cr) 23-Jun 22-Jun YTD A decision on the contentious issue of allowing foreign direct investment (FDI) in
FII Cash Net 484 978 2,014 multi-brand retail is likely to be taken before the Monsoon session of Parliament.
FII Stock Futures (79) (2,589) (2,904)
FII Index Futures 162 10,540 10,210 Euro zone finance ministers approved the release of the next tranche of emergency
Mutual Fund 234 3,449 3,290 loans to Greece on Saturday, saying 12 billion euros would be paid by July 15 as long
as the IMF gives its approval.
VALUATIONS P/E P/B DIV YLD
BSE 19.9 3.5 1.4
NSE 20.8 3.5 1.3
BSE500 Mcap/GDP Ratio 0.58
MOVERS & SHAKERS
4.91
TOP 5 FRONTLINE GAINERS TOP 5 MIDCAP GAINERS TOP 5 SMALLCAP GAINERS
Name Rs % Name Rs % Name Rs %
DLF 220.35 4.65 GTL 97.2 7.11 Prime Focus 61.95 18.23
Hindalco Inds 186.4 2.98 SRF 303.05 6.24 DQ Entert Intl 41.1 13.54
Reliance Comm 97.4 1.78 Indiabulls Fin 169.4 5.48 Mukand 46.35 12.77
Sterlite Inds 170.1 1.22 GTL Infra 15.85 5.32 Hindustan Dorr 56.3 11.82
Bajaj Auto 1420.6 1.05 Himadri Chem 43 5.26 Excel Crop 174.85 11.69
TOP 5 FRONTLINE LOSERS TOP 5 MIDCAP LOSERS TOP 5 SMALLCAP LOSERS
Name Rs % Name Rs % Name Rs %
RIL 862.15 -3.95 Jubilant Food 863.4 -9.05 Surana Corp 90.55 -9.22
Bharti Airtel 383.45 -2.99 Videocon Inds 201.75 -6.49 Asian Hotels (East) 308 -5.52
Maruti Suzuki 1133.15 -2.18 Network18 Media 126.05 -5.97 SV Electricals 59.6 -4.94
Hindustan Unilever 336.75 -1.75 Sterling Intl-$ 227.05 -4.44 SIGNET IND 91 -4.76
Mahindra & Mahindra 691.3 -1.43 Mindtree 378.8 -3.53 Apar Inds 221.5 -4.53
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
Circuit Sys Paresh Navnit Vasani BUY 30.10% 13.0
Aanjaneya Trisons Agencies BUY 0.80% 307.0
PFL Infotech Shree Thirumalai Marketing & Investments Ltd BUY 1.34% 321.6
APL Apollo Manoj Gupta SELL 0.66% 142.0
Micro Tech Jaroli Vincom Pvt Ltd SELL 0.65% 132.5