1. Volume: 1 | Issue: 377| October 14, 2010
COMMENTARY INDIAN MARKET 13-Oct 12-Oct % Change
INDIA BSE Sensex 20,688 20,203 2.40
After trading in a narrow trading range for the past seven days, the bulls were back with a bang NSE Nifty 6,234 6,091 2.35
on Dalal-Street with The biggest single-day gains. Buying was seen across the board,FII were net BSE Midcap 8,437 8,354 0.99
buyers of Rs 2,102.95 crore where as the Domestic Institutional Investors were sellers of Rs BSE Smallcap 10,762 10,649 1.06
1,341.50 crore.Strong cues from the Asian and the European markets lifted the sentiment. World Nifty Junior 13,201 13,072 0.99
equities cheered the FOMC minutes that showed the Fed is ready to launch its second round of CNX Midcap 9,502 9,398 1.11
quantitative easing to lift the sagging US economy. The rally was led by the IT and the Telecom
stocks. The BSE Sensex surged 485 points to close at 20,688. The NSE Nifty gained 143 points to
close at 6,234.The BSE Mid-Cap index ended higher by 0.99% and BSE Small-Cap index ended GLOBAL MARKETS 13-Oct 12-Oct % Change
higher by 1.06%. Dow Jones Ind (USA) 11,096 11,020 0.69
Nasdaq Composite(USA) 2,441 2,418 0.95
Out of 3,105 stocks traded, 1,898 advanced while 1,075 declined on the BSE. S&P 500 (USA) 1,178 1,170 0.68
FTSE 100 (UK) 5,747 5,667 1.41
GLOBAL MARKETS DAX (Germany) 6,435 6,304 2.08
Stocks rallied Wednesday as investors bet that the Federal Reserve is moving toward a more Nikkei 225 (Tokyo) 9,404 9,389 0.16
accommodative policy.The Dow Jones industrial average closed up 76 points, or 0.7%, after Hang Seng (Hong Kong) 23,458 23,122 1.45
climbing 13 points earlier in the session. The S&P 500 gained 8 points, or 0.7%, and the Nasdaq Shanghai Comp (China) 2,861 2,841 0.70
rose 23 points, or 0.9%. KOSPI (South Korea) 1,876 1,868 0.44
STI (Singapore) 3,202 3,149 1.68
Asian markets are trading on a strong note as investors viewed a record climb in China’s foreign-
MSCI Emerging Market 423 416 1.75
currency reserves as a sign that global demand remains resilient . The Nikkei is up by 1.8% and
MSCI Frontier Market 576 571 0.84
teh Hang Seng is up by 1.15%
CORPORATE/ ECONOMY NEWS BOND MARKETS 13-Oct 12-Oct Change
Coal India, which plans to raise up to $3.5 bn in country's biggest IPO, said it expects profits to 10yr G-Sec Yield 8.01 8.03 (0.02)
rise by a quarter this fiscal year, fuelled by growing demand for power in Asia's third-largest 1yr G-Sec Yield 6.85 6.85 0.00
economy. The world's largest coal miner has set aside $1.2 bn for overseas acquisitions in the LIBOR (6m) 0.46 0.46 0.00
year to March 2011 and is evaluating a "couple of proposals" for buying stakes in overseas coal LIBOR (1m) 0.26 0.26 0.00
firms. Interbank Call rate 6.3 6.2 0.02
Eros International Media Ltd, the Indian media and entertainment Company, has announced
BSE Turnover Rs Cr('000) Sensex
that it shall be releasing one of the most anticipated films this year, Rohit Shetty’s Golmaal 20800 8.0
3 worldwide this Diwali. 20700 7.0
20600 6.0
The government is set to divest 10 per cent of its stake in Indian Oil Corporation (IOC), and 5 per 20500 5.0
cent in Oil and Natural Gas Corporation (ONGC) next year. 20400
4.0
20300
20200 3.0
JSW Steel Ltd, is considering putting its overseas coal and iron ore assets into a unit for a share
20100 2.0
sale to fund expansion, two people familiar with the plans said.
20000 1.0
19900 0.0
State-run Rashtriya Chemicals and Fertilizers (RCF) has rejected swapping its KG-D6 gas for
7-Oct 8-Oct 11-Oct 12-Oct 13-Oct
Oil and Natural Gas Corp's (ONGC) C-Series gas saying fuel from Reliance Industries' fields was
cheaper and at better terms.
Foreign institutional investors (FIIs) have raised their stakes in public sector oil marketing
NSE Turnover Rs Cr('000) Nifty
companies (OMCs) in the three months ended September 30 - the first quarter after the 6250 25
government decontrolled petrol prices and announced plans to decontrol diesel rates as well.
The rise in their stakes is visible in all the three state-run OMCs - IOC, HPCL & BPCL 6200 20
6150 15
Kajaria Ceramics has reported a sales turnover of Rs 222.21 crore and a net profit of Rs 13.32 6100 10
crore for the quarter ended September 2010 , as compared to the quarter ended September 6050 5
2009 the sales turnover was Rs 185.45 crore and net profit was Rs 8.77 crore.
6000 0
Apollo Hospitals, has been in talks with Malaysian Sovereign find Khazanah for a possible tie 7-Oct 8-Oct 11-Oct 12-Oct 13-Oct
up for healthcare education in India and Asia.
`
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.

2. Volume: 1 | Issue: 377| October 14, 2010
CORPORATE NEWS SECTOR 13-Oct 12-Oct % Change
Adani Group has entered into discussions with state-owned Coal India Ltd to jointly develop IT 6,249 6,059 3.15
mines in Australia, which it recently bought for around Rs 12,600 crore. Teck 3,850 3,748 2.72
Consumer Goods 16,426 15,997 2.68
Infrastructure firm, VA Tech Wabag, which listed on the bourses on Wednesday, said that it plans Realty 3,936 3,839 2.51
to acquire companies across the geographies it is operating in. FMCG 3,672 3,590 2.29
Bankex 14,479 14,166 2.21
Mold Tek Technologies said that it has signed a memorandum of understanding with Vijay Oil&Gas 11,017 10,847 1.56
Nirman Company Pvt Ltd (VNPL) to acquire and execute the industrial infrastructural projects Metal 17,659 17,413 1.41
with the assistance of VNPL. Auto 10,016 9,878 1.39
PSU 10,592 10,468 1.19
Dempo group promoted Goa Carbon Ltd has posted a net profit of Rs 2.78 crore during the Consumer Durables 6,504 6,434 1.09
second quarter of 2010-11 fiscal comparison to a loss of Rs 5.1 crore in the corresponding period Healthcare 6,401 6,336 1.03
last fiscal. Power 3,304 3,274 0.91
Noida-based JDS Apparel, which runs large format store under ‘Ritu Wears’ brand, plans to raise
about Rs 100 crore through an initial public offer (IPO) by next year to fund its expansion.
Gayatri Infra Ventures, a subsidiary of the city-based Gayatri Projects, is planning to raise
around Rs 1,500-crore debt to fund a road project in Andhra Pradesh. The funds (Rs 1,500 crore)
BSE Upper Circuit Breakers
will be raised for the development of Hyderabad-Karimnagar-Ramagundam road project worth
Company Name 13-Oct 12-Oct % Change
Rs 2,200 crore, to be taken up under BOT (Build, Operate and Transfer) mode.
Welspun Investment 150.7 125.6 20.00
Jindal Poly Films Ltd has announced that the Company, has approved the expansion in Rajasthan Tube 19.8 16.5 20.00
capacities of Bopet Film, BOPP Film and Metalizer lines at a estimated project cost of Rs. 16bn. Binani Industries 224.0 203.6 10.00
0 Gujarat Automotive 391.8 356.2 10.00
Dabur India Ltd has announced that the Company's wholly owned subsidiary, Dabur Orissa Minerals 49337.0 46987.6 5.00
International Ltd. has completed the acquisition process by acquiring 100% stake in following
leading personal care Companies of Hobi Group in Turkey.
Meghmani Organics plans to raises Rs 100 crore through private placements of Non Convertible
Debenture (NCD).
BSE Lower Circuit Breakers
Taking a step towards educating and enhancing the employment potential of youth in Gujarat, Company Name 13-Oct 12-Oct % Change
Core Projects and Technologies Ltd. (CORE) has joined hands with Gujarat Knowledge Society Raj Packaging 170.4 179.3 (5.00)
(GKS) to impart job-oriented skill up-gradation courses to students from various disciplines in Dollex Industries 10.3 10.8 (5.00)
colleges across Ahmedabad and Surat districts. Polo Hotels 49.6 52.2 (5.00)
Sharp Industries 37.8 39.8 (5.00)
ACIL Cotton entered into contract farming in 37 acres agriculture land at District-Surendranagar Compuage Infocom 175.6 184.8 (5.00)
and 40 acres land at Bhavnagar, Gujarat for various organic Crops. Company holds total 380 acres
land for Cultivation of various crops.
Infrastructure firm VA Tech Wabag made its debut on the bourses, by opening over 26 per cent
above its issue price of Rs 1,310.
The government is set to divest 10 per cent of its stake in Indian Oil Corporation, while 5 per
cent in Oil and Natural Gas Corporation next year.
Ramco Systems Ltd has signed deal with Gulf Precast for Ramco Enterprise Series 5.0.
COMMODITY / CURRENCY NEWS COMMODITY 13-Oct 12-Oct % Change
Crude Oil (USD/bbl) 83.7 81.6 2.62
Gold (Rs/10gm) 19,893.0 19,660.0 1.19
Light Sweet Crude Oil on Wednesday was up by 2.6% at $83.7 per barrel. Gold closed up by 1.2 %
Silver (Rs/kg) 35,684.0 34,920.0 2.19
at Rs 19,893 and Silver closed up by 2.2 % at Rs. 35, 684.
The Indian Rupee closed higher against the dollar at 44.51 as the Indian equity benchmarks ended CURRENCY 13-Oct 12-Oct % Change
on positive note. INR / USD 44.51 44.66 (0.34)
USD / Euro 1.39 1.38 0.72
Yen / USD 81.87 81.87 -
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: 377| October 14, 2010
ECONOMY / POLICY NEWS FUTURES PREMIUM/DISC Cash Futures P/D%
Reflecting fragile recovery in world’s major economies, foreign direct investment into Jp Power 66.9 67.7 1.27
India dipped for the third consecutive month, by about 60 per cent to $1.33 billion BGR Energy 773.2 781.8 1.11
in August. The FDI inflows in August 2009 were $3.26 billion. Chambal Fertilizers 81.0 81.9 1.11
Jisljaleqs 1140.0 1152 1.06
In an attempt to make headway into India’s shipping industry, the Singapore Balrampur Chini 93.1 94.05 1.02
Government-controlled Jurong Port has evinced interest in setting up port Nagarjuna Fertilizers 34.6 34.95 1.01
terminals in Orissa and may soon approach the Paradip Port Trust with its proposal. Hero Honda 1879.5 1867.8 (0.62)
ACC 1032.9 1026.7 (0.60)
The Finance Ministry has said that it will provide equity support worth about Rs Ultra Tech Cement 1121.7 1117.3 (0.39)
8,700 crore to the public sector banks, a move that will enable lenders to raise funds Ambuja Cement 143.3 142.9 (0.24)
from the capital market without diluting the Government’s holding to below 51 per Core Project 298.7 298.4 (0.10)
cent.
M&M 735.9 735.7 (0.02)
The government will try to raise over $300 billion through long-term debt to fill the
gap in funding for infrastructure projects in the 12th plan period (fiscal 2012-17). INSTITUTIONAL ACTIVITY (Rs Cr) 08-Oct 07-Oct YTD
FII Cash Net 808 1,701 95,750
FII Stock Futures (550) (1,700) (7,037)
FII Index Futures 569 823 (8,590)
Mutual Fund (543) (640) (25,372)
VALUATIONS P/E P/B DIV YLD
BSE 24.5 3.9 1.0
NSE 25.9 3.9 1.0
BSE500 Mcap/GDP Ratio 0.68
MOVERS & SHAKERS
4.91
TOP 5 FRONTLINE GAINERS TOP 5 MIDCAP GAINERS TOP 5 SMALLCAP GAINERS
Name Rs % Name Rs % Name Rs %
HDFC 739.9 4.60 Apollo Hospitals 572.5 10.27 Karuturi Global 32.1 19.37
TCS 992.4 4.56 MVL 80.5 10.27 Arvind 51.5 15.49
Wipro 482.7 4.48 Infotech Enter 189.1 8.46 Gulf Oil Corp 121.5 15.17
L&T 2,079.3 4.04 Vijaya Bank 101.0 7.68 JBF Industries 197.0 10.80
Jaiprakash Associates 134.8 4.01 State Bank BikJpr 756.2 5.74 Binani Inds 224.0 10.00
TOP 5 FRONTLINE LOSERS TOP 5 MIDCAP LOSERS TOP 5 SMALLCAP LOSERS
Name Rs % Name Rs % Name Rs %
NTPC 208 -1.26 Jagran Prakashan 136.05 -2.68 JMD Telefilms 55.7 -9.94
- - - IPCA Lab 294.65 -2.6 FCS Software 2.1 -7.52
- - - Info Edge India 690.35 -2.33 Arshiya Intl 332.1 -5.18
- - - Standard Chartered 117.45 -2.29 Sona Koyo 19.0 -5.00
- - - Man Infra 344.60 -2.23 Subhkam Capital 631.8 -5.00
BULK DEALS
SCRIPT NAME CLIENT NAME TYPE QTY % PRICE
NSE
Karuturi Global Saravana Enterprises BUY 1.23% 29.0
Sujana Metal Products Safeco Projects BUY 0.82% 27.0
UFLEX Crosseas Capital Services BUY 0.72% 288.0
Arvind Transglobal Securities SELL 1.08% 50.3
Southern Petro Ind Corp J M P Securities SELL 0.98% 25.7
BSE
Birla Shloka BP Wealth Management BUY 1.20% 34.97
Crew Bos Sahara Vyapar BUY 0.87% 188.3
Greycells Educations CSA holdings BUY 0.65% 47.8
Xpro India Mansi Share & Stock Advisors SELL 0.61% 78.5
Southern Petro Ind Corp J M P Securities SELL 0.78% 26.91
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