Volume: 1 | Issue: 79| October 9, 2010
                      Turnover Rs Cr('000)                        Sensex                                                                                 Turnover Rs Cr('000)            Nifty
 20600                                                                         8       Open                            20,501         6200                                                       30     Open                 6,145
                                                                                       High                            20,707                                                                           High                 6,223
                                                                               6
 20400                                                                                 Low                             20,145         6150                                                       20     Low                  6,067
                                                                               4       Close                           20,250                                                                           Close                6,103
 20200                                                                                 Change                            195          6100                                                       10     Change                 40
                                                                               2
                                                                                       Vol (Lacs)                       2,976                                                                           Vol (Lacs)           5,261
 20000                                                                         0       Turn (Rs Cr)                    32,210         6050                                                       0
                                                                                                                                                                                                        Turn (Rs Cr)        92,830
                4-Oct       5-Oct        6-Oct       7-Oct        8-Oct                                                                            4-Oct    5-Oct     6-Oct     7-Oct   8-Oct

  MARKET UPDATE                                                                                                                                        INDIAN MARKET                         08-Oct           01-Oct     % Change
INDIA                                                                                                                                                  BSE Sensex                            20,250           20,445         (0.95)
The Indian equity markets ended the week on a Negative note. The BSE Sensex ended the                                                                  S&P CNX Nifty                          6,103            6,143         (0.65)
                                                                                                                                                       BSE Midcap                             8,330            8,214          1.42
week down by 0.95 percent at 20,250. The NSE Nifty also ended 0.65 percent down at
                                                                                                                                                       BSE Smallcap                          10,512           10,404          1.04
6,103. The BSE Midcap was up by 1.42 percent, whereas the BSE Smallcap ended in green
                                                                                                                                                       CNX Nifty Junior                      13,066           12,846          1.71
by 1.04 percent for the week.                                                                                                                          CNX Midcap                             9,404            9,324          0.86

The top performing sector was Healthcare followed by Oil & Gas and Consumer Durables .                                                                 GLOBAL MARKETS                        08-Oct           01-Oct     % Change
The laggards for the week were FMCG and Capital Goods.                                                                                                 Dow Jones Ind (USA)                   11,006           10,830         1.63
                                                                                                                                                       Nasdaq Composite (USA)                 2,402            2,371         1.31
GLOBAL MARKETS                                                                                                                                         S&P 500 (USA)                          1,165            1,146         1.65
US markets ended on a positive note,with the Dow Jones Industrial Average closing                                                                      FTSE 100 (UK)                          5,658            5,593         1.16
above 11,000 for the first time since before the May 6 crash. The Labor Department report                                                              DAX (Germany)                          6,292            6,211         1.29
that the nation lost 95,000 jobs last month was the latest evidence that the recovery from                                                             Nikkei 225 (Tokyo)                     9,589            9,404         1.96
the recession may be faltering. The data signals that Fed may buy $1.2 trillion of                                                                     Hang Seng (Hong Kong)                 22,944           22,358         2.62
Treasuries as a way to inject more cash into the economy and spur growth helped the US                                                                 Shanghai Comp (China)                  2,739            2,656         3.13
markets to end on strong note.                                                                                                                         KOSPI (South Korea)                    1,897            1,877         1.08
                                                                                                                                                       STI (Singapore)                        3,153            3,131         0.72
The Dow Jones industrial gained 1.63 per cent to 11006 . The Standard & Poor's 500 Index
                                                                                                                                                       MSCI Emerging Market                     418              411         1.58
gained 1.65 percent at 1,165. The Nasdaq Composite Index gained 1.31 percent ending
                                                                                                                                                       MSCI Frontier Market                     566              557         1.61
the week at 2,402.
  DAILY COMMENTARY                                                                                                                                     CURRENCY                              08-Oct           01-Oct     % Change
Indian Economic Activity                                                                                                                               INR / USD                              44.42            44.47         (0.11)
Food inflation fell marginally to 16.24 per cent for the week ended September 25 on slight easing of                                                   USD / Euro                              1.39             1.37          1.46
supply side pressures, even as the prices of cereals, fruits, select vegetables and milk remained high.                                                Yen / USD                              82.07            83.30         (1.48)

India's automobile export target of $12 billion may be achieved by 2014, two years before the                                                          BOND MARKETS                          08-Oct           01-Oct       Change
target year laid out in Automotive Mission Plan 2006-16 by the government.                                                                             10yr G-Sec Yield                         7.98             7.90         0.08
                                                                                                                                                       1yr G-Sec Yield                          6.85             6.69         0.16
The International Monetary Fund has revised its growth forecast for India in FY '10, raising it to 9.7                                                 LIBOR (6m)                               0.46             0.46         0.00
percent from the July figure of 9.5 pc.                                                                                                                LIBOR (1m)                               0.26             0.26         0.00
                                                                                                                                                       Inter-bank Call Rate                      5.8              6.3        (0.45)
Import of sensitive items, including food grains and milk products, have gone up by 21.8 per cent to
Rs 23,039 crore during April-July of the current fiscal                                                                                                VALUATIONS                                P/E              P/B     DIV YLD
                                                                                                                                                       BSE                                       24.0              3.8         1.0
Bull of the Week :- Kinetic Motor Company                                                                                                              NSE                                       25.4              3.8         1.0
M&Ms two-wheeler company, Mahindra 2 Wheelers announcement last week, to launch 7                                                                      BSE500 Mcap/GDP Ratio                     0.66
motorcycles and scooters gave Kinetic Motor Company a shot in the arm, as it zoomed 81% this
week to close at Rs 43.90, which was also its 52-week high.M&M entered the two-wheeler segment                                                         SECTOR                                09-Oct           01-Oct     % Change
two years back when it acquired the operating assets of Kinetic Motors for Rs 110 crore. Since it                                                      Healthcare                              6306             6108          3.2%
acquired Kinetic, it has launched 3 scooters. Last week, it entered the bikes segment with the                                                         Oil & Gas                              10806            10603          1.9%
launch of a 109cc bike and showcased a 300cc cruiser bike Mojo. Mahindra expects to put in                                                             Consumer Durables                       6484             6435          0.8%
place 400 dealers by the end of October.                                                                                                               Realty                                  3892             3877          0.4%
                                                                                                                                                       PSU                                    10499            10471          0.3%
Upcoming Events to Watch                                                                                                                               Power                                   3304             3300          0.1%
Mon11th Oct 2010:- Board Meet Sintex Industries, Praj Industries, IndusInd Bank.                                                                       Bankex                                 14185            14252         -0.5%
Tue 12th Oct 2010:- Board Meet Exide Industries, Castrol Industries.                                                                                   Auto                                    9701             9757         -0.6%
Wed 13th Oct 2010:- AGM MTNL.                                                                                                                          Metal                                  17392            17517         -0.7%
Thru 14th Oct 2010:- Board Meet LIC Housing Finance.Quaterly Result Axis Bank.                                                                         IT                                      6053             6100         -0.8%
Fri 15th Oct 2010:- Quarterly Result & Board Meet of Infosys Technologies                                                                              Teck                                    3757             3787         -0.8%
                                                                                                                                                       Capital Goods                          16249            16426         -1.1%
Disclaimer: This document is compiled by Epitome Global Services Private Limited exclusively for Fullerton Securities & Wealth Advisors Ltd (FSWA)     FMCG                                    3626             3744         -3.1%
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
Volume: 1 | Issue: 79| October 9, 2010

                                                                                                                                                      COMMODITY                                     08-Oct               01-Oct   Change     % Change
Light Sweet Crude Oil gained 1.4 percent this week closing at $82.8 from $81.7 per
                                                                                                                                                      Crude Oil (USD/bbl)                             82.8                 81.7        1          1.4
barrel last week. Gold gained 2.4 percent closed at Rs 19,451 while Silver closed 3.1                                                                 Gold (Rs/10 gm)                             19,451.0             19,000.0      451          2.4
percent higher at Rs 34,150 in the Indian market respectively.                                                                                        Silver (Rs/kg)                              34,150.0             33,139.0     1011          3.1

 SECTORAL ANALYSIS                                                                                                                                       TOP PERFORMING SECTORS

Sectoral Performance Analysis                                                                                                                         BSE Healthcare                                      Price                         %     Average
                                                                                                                                                      Gainers                                       This Wk     Prev. Wk           Return      Volume
BSE Healthcare                                                                                                                                        Apollo Hospitals                                  531           452            17.5       14,191
                                                                                                                                                      Biocon                                            412           366            12.7       40,756
The BSE Healthcare index gained 3.2 percent for the week. The top gainer for the
                                                                                                                                                      Dr Reddy's Labs                                  1562         1476              5.8       22,518
week was Apollo Hospital gaining 17.5 percent followed by Biocon and Dr Reddy's
                                                                                                                                                      Orchid Chemicals                                  282           267             5.4     5,68,481
Lab gaining 12.7 percent and 5.8 percent respectively. Orchid Chemicals and
                                                                                                                                                      Aurobindo Pharma                                 1111         1056              5.2       11,113
Aurobindo Pharma gained 5.4 percent and 5.2 percent respectively.


                                                                                                                                                      BSE Oil & Gas                                       Price                         %     Average
BSE Oil & Gas                                                                                                                                         Gainers                                       This Wk     Prev. Wk           Return      Volume
                                                                                                                                                      Essar Oil                                         139           132             5.5     1,20,954
The BSE Oil & Gas Index gained 1.9 percent this week. The top gainers were Essar Oil                                                                  Reliance Inds.                                   1048         1006              4.2     3,51,190
gaining 5.5 percent followed by Reliance Industries gaining 4.2 percent. RNRL                                                                         Rel.Nat.Resour.                                    40            39             2.4     4,15,368
gained 2.4 percent, Aban Offshore gained 1.5 percent and I O C L gained 1.0                                                                           Aban Offshore                                     865           853             1.5       82,640
percent.                                                                                                                                              IOCL                                              422           418             1.0     1,30,999




BSE Consumer Durables                                                                                                                                 BSE Consumer Durables                               Price                         %     Average
                                                                                                                                                      Gainers                                       This Wk     Prev. Wk           Return     Volume
The BSE Consumer Durables Index gained 0.8 percent this week . The top gainer in                                                                      Whirlpool India                                   326           294            11.1      35,856
this index was Whirlpool India gaining 11.1 percent followed by Bajaj Electrical                                                                      Bajaj Electrical                                  327           301             8.7      57,635
gaining 8.7 percent.VIP Industries gained 8.6 percent and Titan Industries gained 0.5                                                                 V I P Inds.                                       682           628             8.6      76,670
                                                                                                                                                      Titan Inds.                                      3333         3316              0.5       5,623
percent .The laggards in this sector were Rajesh Exports and Videocon Industries
                                                                                                                                                      Rajesh Exports                                    101           101            (0.7)     89,026
loosing in the range of 0.7 - 1.2 percent.
                                                                                                                                                      Videocon Inds.                                    279           283            (1.2)     94,958


                                                                                                                                                      BSE Realty                                          Price                         %     Average
BSE Realty                                                                                                                                            Gainers                                       This Wk     Prev. Wk           Return      Volume
                                                                                                                                                      Indbull.RealEst.                                  189           177             7.0     1,38,330
The BSE Power Index gained 3.1 percent this week. The Top gainer in this index was                                                                    Phoenix Mills                                     253           240             5.5       20,989
India Bulls Real Est gaining 7.0 percent followed by Phoenix Mills gaining 5.5 percent.                                                               Orbit Corpn.                                      128           123             3.3     1,05,322
Other gainers were Orbit Corp which gained 3.3 percent, D B Realty which gained                                                                       D B Realty                                        423           410             3.2     1,21,522
3.2 percent and Peninsula Land which gained 2.9 percent.                                                                                              Peninsula Land                                     68            66             2.9       36,888


BSE Power                                                                                                                                             BSE Power                                           Price                         %     Average
                                                                                                                                                      Gainers                                       This Wk     Prev. Wk           Return      Volume
The BSE Power Index gained 0.1 percent this week . Top gainer in this index was                                                                       Suzlon Energy                                      57            54             5.5    11,04,092
Suzlon gaining 5.5 percent followed by NHPC gaining 3.1 percent. JSW Energy gained                                                                    NHPC Ltd                                           33            32             3.1     8,09,285
3.1 percent, GMR Infra gained 2.7 percent while other gainers were Neyveli Lignite                                                                    JSW Energy                                        123           119             3.1     4,41,677
gaining 2.7 percent and Tata Power which gained 2.4 percent.                                                                                          GMR Infra.                                         59            57             2.7     2,05,277
                                                                                                                                                      Neyveli Lignite                                   168           163             2.7       38,319
                                                                                                                                                      Tata Power Co.                                   1423         1390              2.4       16,282




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.
Volume: 1 || Issue: 79| |April 8, 20092010
Volume: 1 Issue: 3 October 9,

  FII / MF ACTIVITY (Rs. Cr)                                                                                                                                                                              1-Oct                          4-Oct          5-Oct                      6-Oct                      7-Oct
                                                                                                                                              FII Cash Net                                               1964.2                         1918.9          970.2                     2285.4                           -
            MF              FII              Sensex                                                                                           FII Index Futures                                              173                           -892           -729                       286                     -63.61
                                                                                                                                              FII Index Options                                            1383                           1265         221.46                        560                     636.62
  3500                                                                                                                          20600         FII Stock Futures                                             -638                       -470.46          -1176                      -1176                      -1176
                                                                                                                                              FII Stock Options                                                3                          -11.4          -24.3                       -12                        37.0
  3000                                                                                                                          20550         FII Net                                                      2886                           1810            -738                      1942                       -603
  2500                                                                                                                                        Open Interest                                             142527                         150300         155349                     159129                     160350
                                                                                                                                20500
                                                                                                                                              Mutual Fund                                                  -18.7                        -352.6         -324.7                     -423.5                           -
  2000
                                                                                                                                20450
  1500                                                                                                                                           TURNOVER (Rs. Cr)
                                                                                                                                20400                                                 BSE          NSE CASH                     NSE F&O
  1000                                                                                                                                             60000
                                                                                                                                20350
    500
                                                                                                                                                   40000
                                                                                                                                20300




                                                                                                                                                                                       111924




                                                                                                                                                                                                                                                                     102393




                                                                                                                                                                                                                                                                                                   103509
        0




                                                                                                                                                                              17735




                                                                                                                                                                                                               17767
                                                                                                                                                                                                                       87647




                                                                                                                                                                                                                                           20542




                                                                                                                                                                                                                                                             20083




                                                                                                                                                                                                                                                                                           16805
                                                                                                                                                                      5442




                                                                                                                                                                                                       7327




                                                                                                                                                                                                                                   7423




                                                                                                                                                                                                                                                     6725




                                                                                                                                                                                                                                                                                   5352
                                                                                                                                                   20000
   -500             1-Oct                 4-Oct                  5-Oct                 6-Oct                  7-Oct             20250
                                                                                                                                                           0
 -1000                                                                                                                          20200
                                                                                                                                                                             4-Oct                            5-Oct                       6-Oct             7-Oct                         8-Oct

                                                                                                                           MOVERS & SHAKERS
                            TOP 5 FRONTLINE GAINERS                                                                           TOP 5 MIDCAP GAINERS                                                                              TOP 5 SMALLCAP GAINERS
Name                                                       Rs                      %                                 Name                                  Rs                          %                                 Name                        Rs                               %
Rel. Comm.                                           180.4                       7.0%                Indiabulls Fin.                                    182.9                         27.0%                             Binani Inds                168.3                      48.0%
JP Associates                                        132.0                       6.0%                Binani Cement                                     102.45                         24.0%                             GMR Inds.                  160.2                      45.0%
Hindalco Inds.                                       214.5                       5.0%                Apollo Hospitals                                  530.95                         17.0%                             Reliance Media             275.6                      29.0%
Reliance Inds.                                       1048.3                      4.0%                Bhushan Steel                                     498.75                         15.0%                             Sujana Towers              129.7                      27.0%
Cipla                                                337.0                       4.0%                Atlas Copco (I)                                   1583.05                        14.0%                             Sujana Metal Prd           26.15                      26.0%
                             TOP 5 FRONTLINE LOSERS                                                                           TOP 5 MIDCAP LOSERS                                                                               TOP 5 SMALLCAP LOSERS
Name                                                       Rs                      %                                 Name                                  Rs                          %                                 Name                        Rs                        %
Tata Steel                                           627.0                      -6.0%                Havells India                                     426.45                     -49.0%                                JMD Telefilms                68                       -22.0%
Hind. Unilever                                       295.9                      -5.0%                Amtek Auto                                         155.3                      -8.0%                                Koutons Retail             130.65                     -16.0%
HDFC Bank                                            2403.5                     -4.0%                BF Utilities                                      1006.05                     -8.0%                                Edserv Softsys.            231.05                     -15.0%
Bharti Airtel                                        351.4                      -4.0%                Hathway Cable                                     198.85                      -6.0%                                Kanani Inds.               320.9                      -15.0%
ITC                                                  172.1                      -4.0%                Sh.Renuka Sugar                                    83.25                      -6.0%                                Aqua Logistics             56.05                      -12.0%
                                                                                                                             INSIDER UPDATES
                                                                                                                                                                                                                               No. of Shares Transacted                 Holding after
Company                                         Name                                                 Acquirer Designation                     Transaction Date                              BUY/SELL
                                                                                                                                                                                                                                       Quantity                        Transaction %
Ambuja Cements                                  J C Toshniwal                                               Company Official                        09/09/2010                                  SELL                                  10000                                  0
Ambuja Cements                                  Rameshchandra Darak                                         Company Official                        13/09/2010                                  SELL                                   8000                                0.01
Asian Hotels (West)                             Sushil Gupta                                                       CMD                              13/09/2010                                  SELL                                  86100                                5.82
Chambal Fertilisers                             H S Bawa                                                           MD                               13/09/2010                                  BUY                                   15490                                0.04
Compucom Software                               Sambhav Infotech Pvt Ltd                                    Strategic Investor                      15/09/2010                                  SELL                                 100000                                26.1
HDFC Bank                                       Arup Kumar Rakshit                                          Strategic Investor                      14/09/2010                                  SELL                                    500                                0.00
Hindustan Media                                 Reliance Dual Advantage Fund                                Strategic Investor                      13/09/2010                                  BUY                                    9000                                5.00
India Steel Works                               Sandeep Mulik                                               Strategic Investor                      14/09/2010                                  BUY                                    3000                                0.02
ITC Ltd                                         K N Grant                                                       Chairman                            13/09/2010                                  SELL                                  40000                                0.00
Jindal Steel & Power                            Rakesh Jindal                                                 Vice President                        13/09/2010                                  SELL                                   1100                                  -
Jubilant Organosys                              Dr. Naresh Trehan                                                Director                           15/09/2010                                  BUY                                   25000                                0.02
M & M Financial Services                        Standard Chartered Pvt Equity                               Strategic Investor                      14/09/2010                                  SELL                                2358831                                7.37
Navneet Publications                            Mohinder Pal Bansal                                              Director                           13/09/2010                                  BUY                                    4000                                  -
OnMobile Global                                 Kiran M A                                                   Strategic Investor                      09/09/2010                                  SELL                                  22200                                  -
Oracle Financial Services                       Vijay Sharma                                                  Vice President                        14/09/2010                                  SELL                                    500                                  -
Page Industries                                 Nari Genomal                                                Promoter Group                          13/09/2010                                  SELL                                   7639                                20.50
Sanguine Media                                  Ramesh Genomal                                              Strategic Investor                      13/09/2010                                  SELL                                   6900                                20.51
Smartlink Network Systems                       Sunder Genomal                                              Strategic Investor                      13/09/2010                                  SELL                                   6949                                20.50
Transformers and Rectifiers                     C V Ravi                                                    Promoter Group                          13/09/2010                                  SELL                                 200000                                13.48
Smartlink Network                               K R Naik                                                    Promoter Group                          16/09/2010                                  BUY                                   15916                                48.18

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.

Fullerton Securities' weekly Market report

  • 1.
    Volume: 1 |Issue: 79| October 9, 2010 Turnover Rs Cr('000) Sensex Turnover Rs Cr('000) Nifty 20600 8 Open 20,501 6200 30 Open 6,145 High 20,707 High 6,223 6 20400 Low 20,145 6150 20 Low 6,067 4 Close 20,250 Close 6,103 20200 Change 195 6100 10 Change 40 2 Vol (Lacs) 2,976 Vol (Lacs) 5,261 20000 0 Turn (Rs Cr) 32,210 6050 0 Turn (Rs Cr) 92,830 4-Oct 5-Oct 6-Oct 7-Oct 8-Oct 4-Oct 5-Oct 6-Oct 7-Oct 8-Oct MARKET UPDATE INDIAN MARKET 08-Oct 01-Oct % Change INDIA BSE Sensex 20,250 20,445 (0.95) The Indian equity markets ended the week on a Negative note. The BSE Sensex ended the S&P CNX Nifty 6,103 6,143 (0.65) BSE Midcap 8,330 8,214 1.42 week down by 0.95 percent at 20,250. The NSE Nifty also ended 0.65 percent down at BSE Smallcap 10,512 10,404 1.04 6,103. The BSE Midcap was up by 1.42 percent, whereas the BSE Smallcap ended in green CNX Nifty Junior 13,066 12,846 1.71 by 1.04 percent for the week. CNX Midcap 9,404 9,324 0.86 The top performing sector was Healthcare followed by Oil & Gas and Consumer Durables . GLOBAL MARKETS 08-Oct 01-Oct % Change The laggards for the week were FMCG and Capital Goods. Dow Jones Ind (USA) 11,006 10,830 1.63 Nasdaq Composite (USA) 2,402 2,371 1.31 GLOBAL MARKETS S&P 500 (USA) 1,165 1,146 1.65 US markets ended on a positive note,with the Dow Jones Industrial Average closing FTSE 100 (UK) 5,658 5,593 1.16 above 11,000 for the first time since before the May 6 crash. The Labor Department report DAX (Germany) 6,292 6,211 1.29 that the nation lost 95,000 jobs last month was the latest evidence that the recovery from Nikkei 225 (Tokyo) 9,589 9,404 1.96 the recession may be faltering. The data signals that Fed may buy $1.2 trillion of Hang Seng (Hong Kong) 22,944 22,358 2.62 Treasuries as a way to inject more cash into the economy and spur growth helped the US Shanghai Comp (China) 2,739 2,656 3.13 markets to end on strong note. KOSPI (South Korea) 1,897 1,877 1.08 STI (Singapore) 3,153 3,131 0.72 The Dow Jones industrial gained 1.63 per cent to 11006 . The Standard & Poor's 500 Index MSCI Emerging Market 418 411 1.58 gained 1.65 percent at 1,165. The Nasdaq Composite Index gained 1.31 percent ending MSCI Frontier Market 566 557 1.61 the week at 2,402. DAILY COMMENTARY CURRENCY 08-Oct 01-Oct % Change Indian Economic Activity INR / USD 44.42 44.47 (0.11) Food inflation fell marginally to 16.24 per cent for the week ended September 25 on slight easing of USD / Euro 1.39 1.37 1.46 supply side pressures, even as the prices of cereals, fruits, select vegetables and milk remained high. Yen / USD 82.07 83.30 (1.48) India's automobile export target of $12 billion may be achieved by 2014, two years before the BOND MARKETS 08-Oct 01-Oct Change target year laid out in Automotive Mission Plan 2006-16 by the government. 10yr G-Sec Yield 7.98 7.90 0.08 1yr G-Sec Yield 6.85 6.69 0.16 The International Monetary Fund has revised its growth forecast for India in FY '10, raising it to 9.7 LIBOR (6m) 0.46 0.46 0.00 percent from the July figure of 9.5 pc. LIBOR (1m) 0.26 0.26 0.00 Inter-bank Call Rate 5.8 6.3 (0.45) Import of sensitive items, including food grains and milk products, have gone up by 21.8 per cent to Rs 23,039 crore during April-July of the current fiscal VALUATIONS P/E P/B DIV YLD BSE 24.0 3.8 1.0 Bull of the Week :- Kinetic Motor Company NSE 25.4 3.8 1.0 M&Ms two-wheeler company, Mahindra 2 Wheelers announcement last week, to launch 7 BSE500 Mcap/GDP Ratio 0.66 motorcycles and scooters gave Kinetic Motor Company a shot in the arm, as it zoomed 81% this week to close at Rs 43.90, which was also its 52-week high.M&M entered the two-wheeler segment SECTOR 09-Oct 01-Oct % Change two years back when it acquired the operating assets of Kinetic Motors for Rs 110 crore. Since it Healthcare 6306 6108 3.2% acquired Kinetic, it has launched 3 scooters. Last week, it entered the bikes segment with the Oil & Gas 10806 10603 1.9% launch of a 109cc bike and showcased a 300cc cruiser bike Mojo. Mahindra expects to put in Consumer Durables 6484 6435 0.8% place 400 dealers by the end of October. Realty 3892 3877 0.4% PSU 10499 10471 0.3% Upcoming Events to Watch Power 3304 3300 0.1% Mon11th Oct 2010:- Board Meet Sintex Industries, Praj Industries, IndusInd Bank. Bankex 14185 14252 -0.5% Tue 12th Oct 2010:- Board Meet Exide Industries, Castrol Industries. Auto 9701 9757 -0.6% Wed 13th Oct 2010:- AGM MTNL. Metal 17392 17517 -0.7% Thru 14th Oct 2010:- Board Meet LIC Housing Finance.Quaterly Result Axis Bank. IT 6053 6100 -0.8% Fri 15th Oct 2010:- Quarterly Result & Board Meet of Infosys Technologies Teck 3757 3787 -0.8% Capital Goods 16249 16426 -1.1% Disclaimer: This document is compiled by Epitome Global Services Private Limited exclusively for Fullerton Securities & Wealth Advisors Ltd (FSWA) FMCG 3626 3744 -3.1% 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
  • 2.
    Volume: 1 |Issue: 79| October 9, 2010 COMMODITY 08-Oct 01-Oct Change % Change Light Sweet Crude Oil gained 1.4 percent this week closing at $82.8 from $81.7 per Crude Oil (USD/bbl) 82.8 81.7 1 1.4 barrel last week. Gold gained 2.4 percent closed at Rs 19,451 while Silver closed 3.1 Gold (Rs/10 gm) 19,451.0 19,000.0 451 2.4 percent higher at Rs 34,150 in the Indian market respectively. Silver (Rs/kg) 34,150.0 33,139.0 1011 3.1 SECTORAL ANALYSIS TOP PERFORMING SECTORS Sectoral Performance Analysis BSE Healthcare Price % Average Gainers This Wk Prev. Wk Return Volume BSE Healthcare Apollo Hospitals 531 452 17.5 14,191 Biocon 412 366 12.7 40,756 The BSE Healthcare index gained 3.2 percent for the week. The top gainer for the Dr Reddy's Labs 1562 1476 5.8 22,518 week was Apollo Hospital gaining 17.5 percent followed by Biocon and Dr Reddy's Orchid Chemicals 282 267 5.4 5,68,481 Lab gaining 12.7 percent and 5.8 percent respectively. Orchid Chemicals and Aurobindo Pharma 1111 1056 5.2 11,113 Aurobindo Pharma gained 5.4 percent and 5.2 percent respectively. BSE Oil & Gas Price % Average BSE Oil & Gas Gainers This Wk Prev. Wk Return Volume Essar Oil 139 132 5.5 1,20,954 The BSE Oil & Gas Index gained 1.9 percent this week. The top gainers were Essar Oil Reliance Inds. 1048 1006 4.2 3,51,190 gaining 5.5 percent followed by Reliance Industries gaining 4.2 percent. RNRL Rel.Nat.Resour. 40 39 2.4 4,15,368 gained 2.4 percent, Aban Offshore gained 1.5 percent and I O C L gained 1.0 Aban Offshore 865 853 1.5 82,640 percent. IOCL 422 418 1.0 1,30,999 BSE Consumer Durables BSE Consumer Durables Price % Average Gainers This Wk Prev. Wk Return Volume The BSE Consumer Durables Index gained 0.8 percent this week . The top gainer in Whirlpool India 326 294 11.1 35,856 this index was Whirlpool India gaining 11.1 percent followed by Bajaj Electrical Bajaj Electrical 327 301 8.7 57,635 gaining 8.7 percent.VIP Industries gained 8.6 percent and Titan Industries gained 0.5 V I P Inds. 682 628 8.6 76,670 Titan Inds. 3333 3316 0.5 5,623 percent .The laggards in this sector were Rajesh Exports and Videocon Industries Rajesh Exports 101 101 (0.7) 89,026 loosing in the range of 0.7 - 1.2 percent. Videocon Inds. 279 283 (1.2) 94,958 BSE Realty Price % Average BSE Realty Gainers This Wk Prev. Wk Return Volume Indbull.RealEst. 189 177 7.0 1,38,330 The BSE Power Index gained 3.1 percent this week. The Top gainer in this index was Phoenix Mills 253 240 5.5 20,989 India Bulls Real Est gaining 7.0 percent followed by Phoenix Mills gaining 5.5 percent. Orbit Corpn. 128 123 3.3 1,05,322 Other gainers were Orbit Corp which gained 3.3 percent, D B Realty which gained D B Realty 423 410 3.2 1,21,522 3.2 percent and Peninsula Land which gained 2.9 percent. Peninsula Land 68 66 2.9 36,888 BSE Power BSE Power Price % Average Gainers This Wk Prev. Wk Return Volume The BSE Power Index gained 0.1 percent this week . Top gainer in this index was Suzlon Energy 57 54 5.5 11,04,092 Suzlon gaining 5.5 percent followed by NHPC gaining 3.1 percent. JSW Energy gained NHPC Ltd 33 32 3.1 8,09,285 3.1 percent, GMR Infra gained 2.7 percent while other gainers were Neyveli Lignite JSW Energy 123 119 3.1 4,41,677 gaining 2.7 percent and Tata Power which gained 2.4 percent. GMR Infra. 59 57 2.7 2,05,277 Neyveli Lignite 168 163 2.7 38,319 Tata Power Co. 1423 1390 2.4 16,282 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: 79| |April 8, 20092010 Volume: 1 Issue: 3 October 9, FII / MF ACTIVITY (Rs. Cr) 1-Oct 4-Oct 5-Oct 6-Oct 7-Oct FII Cash Net 1964.2 1918.9 970.2 2285.4 - MF FII Sensex FII Index Futures 173 -892 -729 286 -63.61 FII Index Options 1383 1265 221.46 560 636.62 3500 20600 FII Stock Futures -638 -470.46 -1176 -1176 -1176 FII Stock Options 3 -11.4 -24.3 -12 37.0 3000 20550 FII Net 2886 1810 -738 1942 -603 2500 Open Interest 142527 150300 155349 159129 160350 20500 Mutual Fund -18.7 -352.6 -324.7 -423.5 - 2000 20450 1500 TURNOVER (Rs. Cr) 20400 BSE NSE CASH NSE F&O 1000 60000 20350 500 40000 20300 111924 102393 103509 0 17735 17767 87647 20542 20083 16805 5442 7327 7423 6725 5352 20000 -500 1-Oct 4-Oct 5-Oct 6-Oct 7-Oct 20250 0 -1000 20200 4-Oct 5-Oct 6-Oct 7-Oct 8-Oct MOVERS & SHAKERS TOP 5 FRONTLINE GAINERS TOP 5 MIDCAP GAINERS TOP 5 SMALLCAP GAINERS Name Rs % Name Rs % Name Rs % Rel. Comm. 180.4 7.0% Indiabulls Fin. 182.9 27.0% Binani Inds 168.3 48.0% JP Associates 132.0 6.0% Binani Cement 102.45 24.0% GMR Inds. 160.2 45.0% Hindalco Inds. 214.5 5.0% Apollo Hospitals 530.95 17.0% Reliance Media 275.6 29.0% Reliance Inds. 1048.3 4.0% Bhushan Steel 498.75 15.0% Sujana Towers 129.7 27.0% Cipla 337.0 4.0% Atlas Copco (I) 1583.05 14.0% Sujana Metal Prd 26.15 26.0% TOP 5 FRONTLINE LOSERS TOP 5 MIDCAP LOSERS TOP 5 SMALLCAP LOSERS Name Rs % Name Rs % Name Rs % Tata Steel 627.0 -6.0% Havells India 426.45 -49.0% JMD Telefilms 68 -22.0% Hind. Unilever 295.9 -5.0% Amtek Auto 155.3 -8.0% Koutons Retail 130.65 -16.0% HDFC Bank 2403.5 -4.0% BF Utilities 1006.05 -8.0% Edserv Softsys. 231.05 -15.0% Bharti Airtel 351.4 -4.0% Hathway Cable 198.85 -6.0% Kanani Inds. 320.9 -15.0% ITC 172.1 -4.0% Sh.Renuka Sugar 83.25 -6.0% Aqua Logistics 56.05 -12.0% INSIDER UPDATES No. of Shares Transacted Holding after Company Name Acquirer Designation Transaction Date BUY/SELL Quantity Transaction % Ambuja Cements J C Toshniwal Company Official 09/09/2010 SELL 10000 0 Ambuja Cements Rameshchandra Darak Company Official 13/09/2010 SELL 8000 0.01 Asian Hotels (West) Sushil Gupta CMD 13/09/2010 SELL 86100 5.82 Chambal Fertilisers H S Bawa MD 13/09/2010 BUY 15490 0.04 Compucom Software Sambhav Infotech Pvt Ltd Strategic Investor 15/09/2010 SELL 100000 26.1 HDFC Bank Arup Kumar Rakshit Strategic Investor 14/09/2010 SELL 500 0.00 Hindustan Media Reliance Dual Advantage Fund Strategic Investor 13/09/2010 BUY 9000 5.00 India Steel Works Sandeep Mulik Strategic Investor 14/09/2010 BUY 3000 0.02 ITC Ltd K N Grant Chairman 13/09/2010 SELL 40000 0.00 Jindal Steel & Power Rakesh Jindal Vice President 13/09/2010 SELL 1100 - Jubilant Organosys Dr. Naresh Trehan Director 15/09/2010 BUY 25000 0.02 M & M Financial Services Standard Chartered Pvt Equity Strategic Investor 14/09/2010 SELL 2358831 7.37 Navneet Publications Mohinder Pal Bansal Director 13/09/2010 BUY 4000 - OnMobile Global Kiran M A Strategic Investor 09/09/2010 SELL 22200 - Oracle Financial Services Vijay Sharma Vice President 14/09/2010 SELL 500 - Page Industries Nari Genomal Promoter Group 13/09/2010 SELL 7639 20.50 Sanguine Media Ramesh Genomal Strategic Investor 13/09/2010 SELL 6900 20.51 Smartlink Network Systems Sunder Genomal Strategic Investor 13/09/2010 SELL 6949 20.50 Transformers and Rectifiers C V Ravi Promoter Group 13/09/2010 SELL 200000 13.48 Smartlink Network K R Naik Promoter Group 16/09/2010 BUY 15916 48.18 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.