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1. Volume: 1 | Issue: 372 | October 7, 2010
COMMENTARY INDIAN MARKET 06-Oct 05-Oct % Change
INDIA BSE Sensex 20,543 20,408 0.66
Sensex made a gap up opening and surged 221 points to touch a high of 20,669 on back of firm NSE Nifty 6,186 6,146 0.66
global cues. The benchmark consolidated near 20,500 and ended the day at 20,543, up 135 BSE Midcap 8,427 8,335 1.10
points; the Nifty end up 41 points at 6186. The rally was buoyed by metal and realty stocks. Metal, BSE Smallcap 10,636 10,557 0.75
technology, capital goods, auto, private financial and select power companies' shares along with Nifty Junior 13,187 13,038 1.14
Reliance Industries and DLF. The BSE Midcap and BSE SmallCap ended in green gaining 1.10 CNX Midcap 9,527 9,415 1.19
percent and 0.75 percent respectively.
Market breadth on the BSE was positive. Out of 3,116 stocks traded, 1,780 advanced while 1,204 GLOBAL MARKETS 06-Oct 05-Oct % Change
declined. Dow Jones Ind (USA) 10,968 10,945 0.21
Nasdaq Composite(USA) 2,381 2,400 (0.80)
GLOBAL MARKETS S&P 500 (USA) 1,160 1,161 (0.07)
Most U.S. stocks fell, a day after the S&P 500 rallied to an almost five-month high, after a report FTSE 100 (UK) 5,681 5,636 0.81
showing an unexpected decrease in private payrolls undermined confidence in the economic DAX (Germany) 6,271 6,216 0.88
recovery. More than four stocks declined for every three that rose on U.S. exchanges. The Dow Nikkei 225 (Tokyo) 9,691 9,519 1.81
Industrial Average ended the day marginally in green up by 0.21 percent at 10,968 and the S&P
Hang Seng (Hong Kong) 22,880 22,639 1.07
500 ended the session in red down by 0.07 percent at 1160.The Nasdaq ended slightly lower then
Shanghai Comp (China)* 2,656 2,656 (0.00)
its previous close, down by 0.80 percent.
KOSPI (South Korea) 1,904 1,879 1.33
Asian markets are trading on a flat note with a positive bias. The Nikkei is up by 0.12% and the STI (Singapore) 3,190 3,162 0.88
Hang Seng is up by 0.1% MSCI Emerging Market 419 415 0.90
MSCI Frontier Market 663 562 18.04
* Indicates that the Markets were closed
CORPORATE/ ECONOMY NEWS BOND MARKETS 06-Oct 05-Oct Change
Elecon Engineering Company Ltd has reported that the company has been awarded an order 10yr G-Sec Yield 7.92 7.94 (0.02)
worth Rs 56.26 crore from Tecpro Systems Ltd. 1yr G-Sec Yield 6.69 6.69 0.00
LIBOR (6m) 0.46 0.46 (0.00)
GVK Power and Infrastructure plans to raise about $300 million through share sale in next few LIBOR (1m) 0.26 0.25 0.01
months to finance its expansion plans and setting up power plants in the country. Interbank Call rate 5.9 6.0 (0.11)
Tantia Constructions Ltd has reported that the company has received a project worth about
BSE Turnover Rs Cr('000) Sensex
Rs 49 crore from the Chief Administrative Officer (Con), Eastern Railway, Kolkata. 20600 8.0
20500 7.0
Power utility firm Kalpataru Power Transmission said that it will invest over Rs 90 crore in JMC 20400 6.0
Projects (India), engaged in construction business. 20300 5.0
20200 4.0
The shares of Career Point Infosystems Limited., closed 112% up on listing on Wednesday.
20100 3.0
The shares of Career Point closed higher at Rs. 658.80, it touched an intra day high of Rs. 664
20000 2.0
and an intra day low of Rs. 436.10, on the NSE.
19900 1.0
19800 0.0
Logistics firm Gati Limited reported that it is eyeing revenues of Rs 4 billion in the next two
30-Sep 1-Oct 4-Oct 5-Oct 6-Oct
years through a tie-up with Meridian Mobile Pvt Ltd , a part of the UK-based Meridian Group.
Coal India, that had announced major mining plans for the Northeast, will withdraw from
Meghalaya after the state government declined to renew the company’s mining lease
NSE Turnover Rs Cr('000) Nifty
application, for the Simsong coal block. 6200 21
Sun TV founder Kalanithi Maran and his unlisted aviation firm Kal Airways have acquired 19.37 6150 20
million shares, or 5.03 per cent more, in low-cost carrier SpiceJet. 6100 19
State-owned gas utility GAIL India placed orders worth Rs 677 crore for laying a gas pipeline 6050 18
from Dabhol in Maharashtra to Bangalore. 6000 17
The state-owned Shipping Corporation of India (SCI) said that it is keen to forge an alliance 5950 16
with Coal India for transporting coal. 30-Sep 1-Oct 4-Oct 5-Oct 6-Oct
`
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: 372 | October 7, 2010
CORPORATE NEWS SECTOR 06-Oct 05-Oct % Change
Drug firm Glenmark Pharmaceuticals said that it has received exclusive license to the entire Realty 4,016 3,909 2.75
intellectual property of Italian biotechnology firm, Lay Line Genomics (LLG) for a specific process Metal 17,960 17,566 2.25
for treating chronic pain and inflammation. Oil & Gas 10,838 10,721 1.09
Consumer Goods 16,533 16,377 0.95
The country's largest sugar refiner, Shree Renuka Sugars, said that it has received orders for the PSU 10,639 10,550 0.84
supply of 118 million litres of ethanol to oil marketing companies IOC, HPCL and BPCL) for states Power 3,357 3,336 0.62
of Karnataka, Andhra Pradesh, Kerala, Goa and Maharashtra for a period of one year. Conusumer Durables 6,628 6,590 0.57
IT 6,110 6,076 0.56
Education services provider Edserv Softsystems Ltd expects government orders worth Rs 80 Auto 9,934 9,892 0.43
crore to Rs 100 crore in FY11 on the back of an increased thrust to set up skill upgradation and Teck 3,784 3,773 0.28
extension institutes. It has received a 5-year training contract from the government of Gujarat. Bankex 14,345 14,322 0.16
The deal will require Edserv to set up three skill extension centres in the state. Healthcare 6,233 6,226 0.12
FMCG 3,662 3,675 (0.35)
Upbeat about the growth prospects of the hospitality sector, realty major Hiranandani Group
today revealed its plans to invest around Rs 100 crore in the expansion of its hotel venture
'Rodas'.
Leading movie distributor Eros International Media said that it has lined up a Rs 700 crore
capex programme for the next two years. Most of the funds will go into distribution of films and
BSE Upper Circuit Breakers
to co-produce movies in regional languages such as Bengali, Gujarati and Telugu.
Company Name 06-Oct 05-Oct % Change
Hasti Finance 28.8 24.0 20.00
Real estate developer Oberoi Realty Ltd said it has finalised allocation of 7.1 million shares to
anchor investors to raise Rs 185 crore. Kinetic Motor 36.4 30.3 20.00
Industrial & Prudential 1706.7 1551.5 10.00
Gujarat NRE Mineral Resources Ltd (GNMRL), the holding company of Gujarat NRE Coke, said 0 Orissa Minerals 42685.0 40652.4 5.00
that it will file a draft prospectus for a Rs 1,000 crore initial share sale offer later this month. The State Bank Of Travancore 948.4 903.2 5.00
IPO proceedings would be used to hike the promoters' stake in Gujarat NRE Coke Ltd.
Entertainment production and distribution firm DQ Entertainment (International) said that it
has signed a co-production agreement with a French company for the animated series of 'Lassie
and Friends. The agreement with France-based Super Prod and Story Board in association with
French broadcaster TF1 has a global pre-sales budget of 7 million Euros. BSE Lower Circuit Breakers
Company Name 06-Oct 05-Oct % Change
Parsvnath Developers Ltd board has approved raising upto Rs 269.52 crore through a qualified Vertex Securities 310.7 327.0 (5.00)
institutional placement. Parsvnath will issue 1,90,38,113 shares at a price of Rs 141.57 a share. Safari Indutries 93.3 98.2 (5.00)
Cosboard Industries 34.4 36.2 (5.00)
Infrastructure development firm J Kumar Infra Projects said that it has bagged orders worth Rs Scenario Media 148.9 156.7 (5.00)
136 crore for construction of bus rapid transit system corridors. Sharp Industries 44.6 46.9 (5.00)
The Godrej group said that it would invest around Rs 300-315 crore in setting up the fourth soap
plant, and a chemical and a cosmetic unit to boost organic growth beside keeping the door open
for acquisitions.
Engineering solutions company Hindustan Dorr-Oliver (HDO) said that its water business
division has bagged Rs 96.57 crore order from Brahmaputra Cracker and Polymer (BPCL) and
Chennai Petroleum Corporation (CPCL).
COMMODITY / CURRENCY NEWS COMMODITY 06-Oct 05-Oct % Change
Crude Oil (USD/bbl) 83.3 82.6 0.80
Gold (Rs/10gm) 19,517.0 19,367.0 0.77
Light Sweet Crude Oil on Wednesday was up by 0.80 % at $83.3 per barrel. Gold closed up by
Silver (Rs/kg) 34,375.0 34,124.0 0.74
0.77 % at Rs 19,517 and Silver closed up by 0.74 % at Rs. 34,375.
The Indian Rupee closed lower against the dollar at 44.49 as the Indian equity benchmarks ended CURRENCY 06-Oct 05-Oct % Change
on positive note. INR / USD 44.49 44.43 0.14
USD / Euro 1.39 1.39 0.35
Yen / USD 82.93 83.18 (0.30)
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: 372| October 7, 2010
ECONOMY / POLICY NEWS FUTURES PREMIUM/DISC Cash Futures P/D%
Ample monsoon rains and higher prices of farm goods are likely to lift Indian Hotel Leela 54.7 55.4 1.19
fertiliser demand in 2010/11 by 13 per cent to a record 60 million tonnes, testing Exide Industries 172.0 173.95 1.16
local fertiliser makers' ability to raise output in sync with the demand. Tata Chemical 414.5 418.55 0.99
GMDC 144.1 145.45 0.97
The Reserve Bank of India (RBI) said that it may consider steps to control the flow of BEML 1178.1 1189 0.93
foreign funds, which has already pushed the rupee to a five-month high of R45 Apollo Tyre 82.2 82.95 0.91
against the US dollar. Hero Honda 1822.9 1794.8 (1.54)
Ambuja Cement 143.8 142.5 (0.87)
India is expected to launch six more nuclear reactors in the next two to three years. M&M 740.5 734.4 (0.82)
ACC 1031.3 1023.4 (0.76)
India's gem and jewellery exports is expected to clock a 30-35 per cent growth in
State Bank Of India 3233.3 3227.6 (0.18)
FY11.
Tata Motors 1138.7 1136.9 (0.16)
The International Monetary Fund raised its India growth forecast for 2010, citing
robust industrial output and strong macro-economic indicators, but warned that global INSTITUTIONAL ACTIVITY (Rs Cr) 01-Oct 30-Sep YTD
economic recovery remained fragile.Indian economy will expand 9.7% this year, up FII Cash Net 1,964 4,756 88,479
from the July forecast of 9.4%, IMF reported in its World Economic Outlook report. FII Stock Futures (638) (482) (5,538)
Asia's third-largest economy is projected to slow down to 8.4% in 2011. FII Index Futures 173 580 (7,711)
Mutual Fund (19) (1,094) (22,496)
VALUATIONS P/E P/B DIV YLD
BSE 24.3 3.9 1.0
NSE 25.7 3.9 1.0
BSE500 Mcap/GDP Ratio 0.67
MOVERS & SHAKERS
4.91
TOP 5 FRONTLINE GAINERS TOP 5 MIDCAP GAINERS TOP 5 SMALLCAP GAINERS
Name Rs % Name Rs % Name Rs %
Jaiprakash Associates 138.0 6.69 JM Financial 46.2 17.28 Ashapura Mine 62.0 13.55
Sterlite Industries 177.6 3.95 Binani Cement 95.7 14.41 Hindustan Dorr 145.5 12.75
Hindalco Industries 210.4 3.62 Shipping Corp 191.9 14.13 SREI Infrastructure 106.2 11.79
RIL 1,044.6 2.09 State Bank Mysre 976.8 10.00 NOCIL 25.5 11.35
Jindal Steel 751.3 1.88 Indiabulls Real Est 198.9 8.51 Garware Offshore 143.5 11.24
TOP 5 FRONTLINE LOSERS TOP 5 MIDCAP LOSERS TOP 5 SMALLCAP LOSERS
Name Rs % Name Rs % Name Rs %
Mahindra & Mahindra 740 -0.77 D B CORP 279.1 -3.59 VIP Industries 635.8 -18.13
Hindustan Unilever 301 -0.72 BF Utilities 1,033.1 -3.04 JMD Telefilms 75.5 -9.25
SBI 3,232 -0.54 Torrent Pharma 580.5 -2.84 Intra Infotech 32.7 -8.79
Cipla 327 -0.53 Pidilite Industries 151.4 -2.54 Splash Media 91.1 -7.04
Reliance Communications 177 -0.48 Triveni Engineerings 124.0 -2.36 Reliance Media 278.9 -4.80
BULK DEALS
SCRIPT NAME CLIENT NAME TYPE QTY % PRICE
NSE
Consolidated Construction Franklin Templeton Mutual Fund BUY 1.80% 83.0
Hanung Toys and Textiles Elia Construction BUY 1.45% 373.8
Jumbo Bag Ltd Manoj Kasliwal BUY 0.74% 55.0
VIP Industries Ltd. Crosseas Capital Services SELL 0.88% 724.0
Varun Shipping Co. Ltd. Caledonia Investments Plc SELL 0.78% 43.5
BSE
Hiran Orgochem Ndravarun Trade Impex BUY 1.80% 15.55
Kirloskar Bros Kirloskar Oil Enginers BUY 1.20% 256.0
Orissa Minerals Development Jmp Securities BUY 0.23% 36161.0
Indiabulls Financials Direct Investments SELL 1.60% 150.66
Consolid Construction Marvel Holdings SELL 0.97% 83
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