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9 February 2012, Mumbai

STOCK REVIEW: NALCO

High coal and raw material costs continue to hurt operating margins
Ujjval Jauhari
lthough Nalcos stock has
rebounded from its low of Rs
48 in November 2011 to Rs 62
levels now after LME aluminium prices
rebounded from sub $2,000 a tonne
levels to $2,173, its operational
performance continues to be weak.
Unavailability of coal continues to hurt
its production while higher prices of
coal and other raw materials are
hurting operating margins. Also, capex
planned for projects to benefit Nalco in
medium to long run will affect its
strong balance sheet and erode the
net cash position, reckons Ravindra
Deshpande at Elara capital. In this
back drop, most analyst remain
bearish on the stock.

VOLUMES UNDER PRESSURE


Nalcos performance for December
2011 quarter was affected by lower
aluminium prices, high raw material
costs and coal shortages. Average LME
prices of aluminium were down 10 per
cent year-on-year (down 12 per cent
on a sequential basis to $2,133), while
coal shortage led to closure of 120 out
of 931 pots from September-October
resulted in a sharp fall in volumes. On
a year-on-year basis, aluminium
production at 93,500 a tonne was
lower by 15.8 per cent and sales at
98,000 declined 21.6 per cent. Though

INSIDE

Nalco added 525ktpa alumina


capacity, its production declined 2.3
per cent y-o-y to 389,000 tonnes due
to coal shortages. Alumina sales for
the quarter stood at 1,63,000 tonnes.
Positively, rupee depreciation came
to the rescue saving the day for
revenues(up by 0.4 percent y-o-y.

WEAK OPERATING
PERFORMANCE
Decembe11 quarter saw caustic
soda, CP coke, CT pitch and aluminium
fluoride costs up 23-64 per cent
respectively leading to raw material
costs jumping 28 per cent. Coal costs
at Rs 2,000 a tonneup 48 percent y-oy ledpower and fuel costs surge 28
per cent. This coupled with higher
wage costs dented operating profits
that fell 88 per cent year-on-year.

COAL CONTINUES TO CONCERN


Coal remains a major concern for
the company as Imported coal costs
remain high due to rupee

 Q&A: Gaurang Shah, Geojit


BNP Paribas Fin. Services

 Analysis: Early signs of


recovery for Aban

depreciation. The pots that had been


closed recently are yet to be restarted.
The linkage coal supplies are limited.
Giriraj Daga at Nirmal Bang observes
that the company will use imported
coal for blending purpose only and not
as a substitute in the wake of domestic
coal shortage. The company has
targeted production of 2.1 million
tonnes of alumina during FY13 but
subject to prices of aluminium and
coal.
Analysts at Angel in their report
observe that Nalco received
compliance letter for its Utkal coal
block during September 2011.
However, there is lack of clarity on the
completion of other regulatory
formalities hence production from this
block is unlikely to start in FY13.

CAPACITY EXPANSIONS
Meanwhile, Nalco plans an
aluminium project in Andhra Pradesh
and Indonesia, besides diversifying
into nuclear power too, which though
may fructify only in the long term.
Total capex planned for the nuclear
power joint venture is Rs 1,700 crore.
For FY13, the capex planned stands at
Rs 2,300 crore. Besides nuclear power
investment, Nalco plans expanding its
alumina refinery further, benefits of
which will accrue in FY14. It plans to
start 50MW wind power projects each
at the end of FY12 and FY13.

 RIL may price Rs 4,900 cr


bond today

TALK SHOW

'Can expect some consolidation'

GAURANG
SHAH, Asst. Vice
President, Geojit
BNP Paribas
Financial
Services spoke
to SURABHI ROY
on the stock
markets and
economy

The markets have been on an uptrend in


as compared to the other emerging
2012. Do you expect them to correct anytime markets? Why?
soon? What are the key (Nifty) levels one
At current levels, the markets look a bit
should keep a tab on?
overbought. But on correction, one will
The markets have been driven up on the back
definitely see FII flows coming in to India.
of liquidity. The foreign institutional investors
(FIIs) have put in around Rs 15,000 crore till
The broader markets have been
date in the Indian markets.
outperforming the benchmark indices. Do
On the Sensex and the Nifty, we have
you like any stock in this space from a
recovered 13% to 15% from the December
medium-term perspective?
2011 lows and can expect some
Some of the stocks have regained 50
consolidation and profit booking The markets look a 70%. I don't think this can continue
in the markets to the tune of 4% bit overbought. But for long. As and when the markets
to 5%. One should keep a tab on
on correction, one correct, the broader markets will be
5,180 and 4,880 levels on the
the first one to fall. However, some of
will definitely see FII the stocks we like are Cipla,
Nifty (spot).
inflows
Glenmark, IRB Infra, YES Bank, Idea
The government has pegged
Cellular, IndusInd Bank, Tata Chemical
the FY12 economic growth at 6.9%. Do you
in this space.
think that this is achievable or will the
growth actually come in lower than this?
What is your investment strategy at the
The 6.5% figure looks to be more realistic. I
current levels? What are the key takeaways
dont think this will be huge negative given
from the December quarter results of India
that globally we have slowdown and
Inc?
recession.
I feel one should take money off the table
from a short-to-medium term perspective. One
How do you see the situation panning out in
should start redeploying or making fresh
the euro-zone? Have the markets factored in investment from sub-5,150 levels on Nifty. Add
the worst?
as and when the markets (Sensex or Nifty)
correct 5% to 10%.
Greece will default on its obligation, I think.
On Q3FY12 earnings, we feel that there
However, we will have to see if any other
have been pressure on top-line and bottomcountry in the euro-zone gets affected by this
line across the sectors. This may slip over in
and to what extent.
the Q4 too, though post that we may see
recovery. However, a lot will depend on how
Do you expect the Indian markets to attract
the Rs /$ equation pans out.
a significant quantum of FII money this year

Ravi Nathani, Technical analyst,


Nsetoday.com

Ashish Chaturmohta, Vice President (Derv


and Tech desk), IIFL Wealth

Jubliant Food looks good on charts whereas


target / resistance would be 1020 for near
term / Ongc is also looking good on charts
whereas dip below 372 would be the best
buying opportunity / Tech M could also be
bought at dips as expected strong resistance is at 690........

PCR OI of Nifty has increased consistently


since January series and is currently trading
at a decent levels of 1.41. Nifty future has
been consolidating in a narrow range of
5320-5425 in the last couple of days with
high intraday volatility. It caps an important resistance of ....

Read more...

Read more...

FEATURES

Early signs of recovery for Aban Offshore

While high debt is a key overhang, stable demand environment and firm rig rates
should help the company report better performance and reduce leverage

Jitendra Kumar Gupta

OPERATING GAINS

ban Offshore, whose share price


was languishing for quite some
time, is up almost 50 per cent in
last one month. The news of Goldman
Sachs picking shares of Aban worth Rs
22 crore from the open market has also
rubbed off positively on the stock. The
increasing market interest can partly be
attributed to emerging stability in the
business, post the downturn seen after
the 2008 global crisis. Average daily
rates of Jack-up rigs of over 300 feet of
rated water depth have been inching up
gradually from $135,000 in June 2011
quarter to $147,000 in the month of
January 2012. Aban has 15 Jack-up rigs
of which nine have rated depth ranging
350-375 feet, while the remaining 6
have rated depth of 250-300 feet.
In the prevailing scenario, the
company can generate about Rs 2,000
crore of cash flow over the next two
years, which is marginally lower than its
current market capitalisation of Rs 2,325
crore. If this cash is used for retiring debt,
even at 8 per cent rate of interest this
could mean an addition of Rs 120 crore
to net profit annually. The peaking of
interest rate cycle also augurs well for
Aban.
Assuming that its enterprise value
(market cap plus debt) remains
unchanged in the medium term, the
reduction in debt (and addition to equity)
implies upside from current levels for the
stock, which is trading at 6 times its
earnings and 0.8 times its book value
based on 2012-13 estimates. While
valuations appear reasonable, they come
along with attached risks pertaining to
the companys highly leveraged balance
sheet, which needs to be monitored.
Thus, investors with some risk appetite

On an average, Aban is expected to


report an operating profit of Rs 2,050
crore in FY13 or about two times its
interest cost. In this environment, the
pricing and demand scenario is very
crucial. Any deterioration on this front
could lead to fall in profit next year,
which is estimated at Rs 400 crore
(average).
The good part is that Aban has been
able to increase utilisation of its assets.
Aban possesses 18 offshore assets
(including 15 Jack-up rigs) and only one
asset Aban V is reportedly idle. It
deployed Aban III and IV in June 2011
quarter and recently deployed Aban II
with ONGC for a period of three years.
This will lead to better asset utilisation;
Rigzone.com shows Aban's utilisation at
94 per cent whereas Centrum analysts
estimate it at 94.2 per cent in FY13
against 86.3 per cent in FY12.
Though Aban boasts of revenue
backlog of $1.9 billion (about Rs 9,500
crore) over FY12-15, revenue visibility
stands at 65 per cent for FY13 as 6 rigs
are due for contract renewal in second
half of FY13, says Ajit Motwani, analyst
at Emkay Global in his recent note.
The concerns could ease if rig rates
hold firm. Globally, Jack-up rig
utilisations are healthy at about 80 per
cent, which is good sign of stable
demand and prices. During 2009, when
crude oil prices fell to $40 a barrel, rates
of Jack-up rigs of 300-plus water depth
dropped to $50,000 a day and utilisation
to 72 per cent. However, currently, rates
for Jack-up rigs of 300-plus water depth
are hovering around $147,000 per day
(highest was $2,20,000 in January
2007), and analysts reckon them to
remain stable as there are no major
supply concerns.

may consider the stock from a years


perspective.

DEBT OVERHANG
As on September 30, 2011 Abans
total debt stood at a high of Rs 13,425
crore. While the debt-equity ratio stood
at 5.2 times, it is improving slowly (it
was 6.5 in FY10). The company recently
redeemed $160 million of bonds through
internal accruals and fresh bond issues.
While this should see a reduction in debt
(estimated to fall to Rs 11,500 crore in
FY13), the fresh bond issue happened at
a higher coupon rate of 12 per cent.
Thus, it could offset part of the gains
resulting from debt reduction. Analysts
are also concerned about the repayment
of $157 million due in March 2012,
which they believe could happen at
similar rates. Thus, they have increased
their estimates for interest cost in FY13.
"We see increasing interest costs for
Aban over the next 4-6 quarters due to
the higher blended interest costs.
Furthermore, we do not see a strong
growth in EBITDA in FY13/14, leading to
a stressful interest coverage ratio for
Aban, which may serve as an overhang
on the stock in the coming quarters,"
says Alok Deshpande of Elara Securities.
He estimates Abans operating profit to
rise 5 per cent to Rs 2,075 crore, interest
costs by 3 per cent Rs 989 crore and net
profit by 7.5 per to Rs 360 crore in FY13.

MARKET REPORT
SENSEX
17,831 (0.7%)

NIFTY
5,412 (0.8%)

MARKETS TODAY (BSE)

BSE 100: 9,347  0.82%


BSE 500: 6,847  0.86%

Small-Cap: 6,893 1.18%


Mid-Cap: 6,240 1.27%

Nifty tops 5,400, at 6-month high

Abhishek Vasudev

MOST ACTIVE

ey share indices ended at their 6month highs on Thursday on


renewed buying interest in late
trades led by private banking majors,
Infosys and metal shares. The 30 share
Sensex closed at 17,831 up 123 points
and the Nifty ended up 44 points at 5,412
levels. On August 4, 2011 the Sensex had
ended at 17,940.55 and on August 3, 2011
the Nifty had ended at 5,404.80.
The markets for the most part of the
day remain volatile within a narrow range.
Selling pressure was seen in index
heavyweight stocks like Reliance
Industries and Bharti Airtel. The positive
cues from European markets aided
sentiment and renewed buying interest in
late trades helped the markets recover
from the intra-day low levels.
Key European shares were trading firm
gaining 0.3-0.5% each.
Sterlite Industries was the top gainer
among the Sensex stocks, up 4.6% at Rs
130. Jindal Steel also ended higher by
nearly 4% at Rs 603. Tata Power, Bajaj
Auto, HDFC Bank, tata Motors, Wipro, ICICI
Bank, mahindra & Mahindra, NTPC and
Infosys also advanced 1.4-3.4% each.
Other Sensex gainers include, HDFC

SECTOR WATCH
INDICES

TOP GAINERS
METAL

12,293

BANKEX

12,069

REALTY
AUTO

CONSUMER DURABLES

LAST % CHG

IT

2.1

1,905

2.0

9,736

1.8

6,066

1.1

6,186

1.9

1.3

COMPANY

HINDALCO INDS.
ICICI BANK
BHARTI AIRTEL
TATA MOTORS
TATA STEEL
ST BK OF INDIA

TURN**

635
542
480
428
422
404

LAST* % CHG

159.1

-1.1

350.1

-1.1

452.2

0.3

939.8
257.3
2,184.0

2.1
2.7
0.3

COMPANY

UNITECH
HINDALCO INDS
SUZLON ENERGY
IFCI
HDIL
IVRCL

VOL*

436

LAST* % CHG

29.9

4.7

399

159.1

-1.1

266

36.2

4.3

374
241
223

31.5
98.2
59.3

5.7
8.8
7.5

Click here for more market statistics * = Closing Price, ** = Turnover (Rs in crore), # = (million shares)

Bank and ICICI Bank gained over 2% each


while Infosys ended up 1% at Rs 2,807.
However, Hindalco slipped 1.4% to end
at Rs 542. The stock had fallen sharply in
early trades after Novelis, the US unit of
the company cut its fiscal-year earnings
estimate for the second time, citing lower
shipments because of soft demand in
Europe and weakness in its electronics
business in Asia.
Bharti Airtel also slipped over 1% to
close at Rs 350 extending their 6.5% drop
yesterday, as several brokerages cut their
price targets on the stock.
Sun Pharma, DLF, Larsen & Toubro,
ITC, index heavyweight Reliance
Industries, ONGC and GAIL India were also
among the notable losers on Thursday. The
BSE Metal index was the top sectoral
gainer, up 2% or 247 points at 12,293
levels. Bhushan Steel was the top gainer
from this space, up nearly 9% at Rs 395.

JSW Steel, Hindustan Zinc, SAIL, NMDC,


Sesa Goa and Coal India also ended higher
in trades today.
BSE Realty index also advanced narly
2% or 36 points to 1,905 levels. HDIL,
Unitech, Oberoi Realty, Phoenix Mills,
Anant Raj Industries and D B Realty were
the top gainers from this space.
BSE banking index- Bankex advanced
219 points to 12,068 levels. Union Bank
was the top gainer from this space, up 7%
to Rs 254. Yes bank, Kotak Mahindra Bank,
PNB, Indusind Bank, Federal bank also
advanced 1-3.6% each.
Auto, consumer durables, power, IT,
PSU and FMCG stocks also edged up in
trades today.
Dishman Pharmaceuticals and
Chemicals surged 18% to Rs 65.10 after
reporting a ten-fold jump in consolidated
net profit at Rs 16.72 crore for the quarter
ended December, on the of lower raw
material cost.
Venkys India slumped 8.5% to Rs 432
after its net profit plunged by 81% on yearon-year (yoy) basis at Rs 2.93 crore for
the quarter ended December due to higher
expenditure. The broader markets also
edged highr and outperformed the
benchmark indices.
The BSE mid-cap index ended higher
by 1.3% at 6,239 levels and the small-cap
index ended at 6,892 up 80 points.

Asian markets end mixed

SI reporter & agencies

apan's Nikkei average fell from a


three-month high on Thursday
after China's inflation rate
accelerated faster than market
expectations and uncertainty remained
over Greek bailout talks, though it still
held above the 9,000 mark.
The benchmark pared losses in the
afternoon, with a trader at a U.S. bank
citing hedge funds picking up blue chip
stocks. The Nikkei closed 0.2 percent
lower at 9,002.24, moving further away
from its 200-day moving average near
9,060, after rallying 1.1 percent the
previous session.
"Global equities have performed
very well since the beginning of this
year. Technically this is a bit of a
worrying sign. In the near-term, there
may be a bit of a pullback. But I don't
think this correction will be so huge,"
said Seiichiro Iwasawa, chief strategist

OTHER MARKETS
AT 1700 IST

at Nomura.
Despite a disappointing earnings
season for many Japan firms, market
players point to more signs of foreign
investors coming back to Japanese
shares amid increased liquidity for
global financial markets after the
Federal Reserve pledged to keep
interest rates near zero until at least
2014.
An injection of 489 billion euros
($648.12 billion) of three-year loans by
the European Central Bank in December
also boosted liquidity.
Data from Japan's finance ministry
showed foreign investors last week
continued their net buying of Japanese
equities for a sixth straight week,
buying a net 64.3 billion yen ($836.21
million) after net purchases of 38.7
billion yen.
Hong Kong shares ended a choppy
Thursday flat, with Chinese financials
weaker after stronger-than-expected

GOLD
Rs 28,359 / $ 1,732.76

GLOBAL MARKETS

EUROPE

L AST

CHG (%)

6,766

0.3

FTSE 100

5,876

CAC 40

3,429

DAX
ASIA

0.0
0.6

L AST

CHG (%)

9,002

-0.2

2,979

-0.1

SEOUL COMPOSITE 2,015

0.5

HANG SENG
NIKKEI 225
TAIWAN
STRAITS

SHANGHAI

21,010
7,911
2,350

0.0

0.5
0.1

China inflation doused hopes of a nearterm cut in bank reserve requirements.


The Hang Seng Index closed down
0.04 percent at 21,010.01. The China
Enterprises Index of top mainland
listings finished down 0.31 percent at
11,669.15.
The Shanghai Composite Index
ended up 0.09 percent at 2,349.59
after briefly testing its 100-day moving
average at about 2,360.2 in the highest
A-share turnover since Jan. 10.

CRUDE OIL
Rs 4,934 / $ 99.37

CURRENCY
Rs 49.50 /$

Dishman Pharma surges on


ten-fold jump in Q3 net

Thomas Cook (India) rises


100% in less than-a-month

Dhanlaxmi Bank surges on


huge volumes

Dishman Pharmaceuticals and


Chemicals surged 8% to Rs 60 after
reporting a ten-fold jump in
consolidated net profit at Rs 16.72
crore for the quarter ended December,
on the of lower raw material cost. The
mid-cap pharmaceutical company had
a net profit of Rs 1.68 crore in the
same quarter year ago.
The operating profit of the
company jumped 95% to Rs 61.52
crore from Rs 31.48 crore, while net
sales grew 14% at Rs 265 crore on
year-on-year basis. The raw material
cost of the company has declined by
one-fourth to Rs 62.95 crore from Rs
83.46 crore during the quarter.

Thomas Cook (India) rallied 6% to Rs


57, extending Wednesdays 20% surge,
after the company said that its UK
parent Thomas Cook Plc has finalized
plans to sell its entire 77.1% stake in its
Indian subsidiary.
The stock almost doubled from Rs
32.20, touched on January 12, after the
its debt-ridden promoter Thomas
Cook Plc had pledged its entire 163.47
million or 77.11% stake of the Indian
company. The UK parent is launching a
formal sale process for its stake and has
received a number of unsolicited,
informal expressions of interest from
third parties to acquire the stake, the
company said.

Dhanlaxmi Bank surged 18% at Rs 68,


extending its previous days 3% gain,
on back of huge volumes.
On Monday, February 6, Amitabh
Chaturvedi, managing director and
chief executive of the private sector
lender submitted his resignation, three
years after he took charge, due to
serious disagreement with other board
members over the functioning and
management of the banks operations.
The banks board accepted his
resignation. P G Jayakumar, the
executive director of the bank, will
replace Amitabh Chaturvedi.
Over 14 million shares were traded
in the counter on both BSE and NSE.

IN NEWS

Fund managers limit buying, await


market consolidation
Shilpa Johnson

aving tweaked their trading


strategies based on the
performance of the markets, all
the fund managers of Smart Portfolios'
Season 4 remained active in the past
one week. .
For the week, Rikesh Parikhs net
worth stands at Rs 1,022,000, up 2.2
per cent; Ashish Mittals net worth is
at Rs 1,044,000, up 4.35 per cent;
Alex Mathews net worth is at Rs
1,048,000, up 4.76 per cent; and Ajay
Parmars net worth totals Rs
1,135,000, up 13.55 per cent.

Rikesh Parikh, VP Equity Strategies,


Motilal Oswal Securities
Commenting on his portfolio Parikh
said, "I partially exited from mid cap
banks as the move was sharp in
midcap banking space." Parikh carried
out eight transactions during the
period under review, most of which
were on the sell-side. He included
Pidlite Industries, United Phosphorous
and Punjab National Bank in his
portfolio, while he exited from Dena
Bank, Oriental Bank of Commerce and
Mcleod Russel India. He incurred a
loss of nearly 21% on having let go of
Mcleod Russel India and sold Oriental
Bank of Commerce at a profit of 33%.
His current top holdings include
Power Grid Corporation of India,
United Phosphorous, Oriental Bank of
Commerce, Mcleod Russel India and
PTC India.

Ashish Mittal, Fund Manager PMS,


Centrum Wealth
"Indian markets were trading at
cheaper valuations than what the
fundamentals commanded. Even after

the recent rally, the market is trading


forward as I expect the interest rates
17.3x trailing twelve months PE as
to come down, we may see some
compared to 23.5x PE in July 2007
more growth in this segment. I limited
and is now attractively valued. The
my buying to these two stocks this
fall of 2011 led to indices losing about
week as I was waiting for a
24% while there were individual
consolidation in the market. Going
stocks that lost anywhere between
forward if the markets show strength
40-50%," commented Mittal. In his
and closes above 5440, then I may
opinion, Feb/March 2012 are likely to
add more to the portfolio."
be eventful months. "The important
He bought Hero MotoCorp and
events to watch out for in the near
Bajaj Auto.
term will be the UP
His current top holdings
The important
election results, which
include Bajaj Auto, Hero
could add a little to the
events to watch out MotoCorp, Infosys, Aptech
uncertainty, and the annual
for in the near term and Tata Coffee.
budget in March, which
will be the UP
should set the tone for
Ajay Parmar, Co-Head
election results and Investment Banking,
more fiscal consolidation
and economic reforms," he the annual budget
Emkay Global
said. He maintains an
"I adopted a defensive
in March...
optimistic view on three
strategy this week and
sectors- Auto, Capital
decided to book profits in
Goods and Metals and also continues
a lot of stocks belonging to my
to focus on three themes - Agri, OPSB
portfolio," said Parmar. Majority of the
and Fuel/Energy.
transactions that Parmar carried out in
Mittal carried out three
the past week involved selling. During
transactions during the week. He
the period under review, he bought
bought NMDC and sold Yes Bank, on
Lovable Lingerie, Housing
which he made a profit of 22%. He
Development & Infrastucture, Sintex
also exited from Cairn India and
Industries and Insecticides India.
earned a profit of nearly 20%.
Meanwhile, he exited from Jindal
His top holdings, as of now include
South West Holdings, Shree Renuka
MRF, Balmer Lawrie & Company,
Sugars, Engineers India, Bank of India,
Karur Vysya Bank, Bharat Electronics
SBI, L&T, Axis Bank, ICICI Bank and
and Tide Water Oil.
JSW Energy, to name a few. He sold
Jindal South West Holdings at a profit
Alex Mathews, Head (Technical and
of 71%. Most of his exits resulted in
Derivatives Research), Geojit BNP
profits except Adani Power, on which
Paribas Financial Services
he incurred a loss of 18%.
"This week I concentrated on auto
His current top holdings include
Lovable Lingerie, Sun TV Network,
mobile stocks especially those of two
Wipro, Federal Bank and Housing
wheeler companies. Among the auto
Development & Infrastructure.
sales numbers of companies, two
For Smart Portfolios please visit
wheeler companies stood out and put
www.smartinvestor.in
up great performance. Also, going

After 29 years, Maruti crosses


1-cr domestic sales

Press Trust of India

he country's largest carmaker


Maruti Suzuki India today said it
has crossed the one crore units
milestone of cumulative sales in the
domestic market since it started selling
cars 29 years back.
The 10 millionth vehicle, a Red Swift
Vxi, was dispatched to Coimbatore today
morning from the company's Manesar
plant, the company said in a statement.
Maruti Suzuki India had rolled out its
first car -- an M800 - in December 1983
and attained five million domestic sales in
February 2006.
The next five million domestic sales
have been achieved in six years, the
company said.

Commenting on crossing the


milestone, MSI Managing Director and
CEO Shinzo Nakanishi said: Maruti
Suzuki's success story is closely linked
with the success story of India in the last
two decades. Even as India has grown
and transformed, Maruti Suzuki has
evolved to meet changing demands.
The company that started off as a joint
venture between the government of India
and Japans Suzuki Motor Corp, had
transformed personal transportation in
India with its M800 model, which till date
continues to find many buyers across the
country.
While Maruti 800 and Omni powered
sales for almost two decades, the Alto has
been India's best-selling car for the last
over seven years, the company said.

RIL may price Rs 4,900 cr


bond today

Vodafone posts growth in Q3


but hit by Italy, Spain cuts

Reuters
eliance Industries (RIL), may price a
Rs 4,900 crore ($1 billion), 10-year
bond that will be used to fund capital
expenditure in its US shale gas business,
two sources with direct knowledge of the
deal said.
Indias largest private sector company
has indicated pricing of 365 basis points
over US treasuries for the bonds, which
will be issued by Reliance Holding USA,
they said.
Proceeds will also be used to
refinance short-term debt incurred in the
shale gas business, the sources said.
The deal is being led by Barclays
Capital, Bank of America Merrill Lynch,
Citigroup, HSBC and UBS, they said.
Standard & Poor's has assigned a BBB
long-term rating to the senior unsecured
notes, which will be guaranteed by
Reliance Industries Ltd.

Reuters
odafone posted third quarter results
slightly below forecasts on Thursday
as increasingly tough trading in Spain
and Italy overshadowed solid
performances in emerging markets and
northern Europe for the world's largest
mobile operator. Vodafone said group
organic service revenue, which comes
from the provision of ongoing services to
customers, was up 0.9%, compared with
an analyst forecast of 1.1%.
European organic service revenue
was also worse than expected, down
1.7% as the huge financial constraints
on consumers in Italy, Spain and Greece
pulled down otherwise solid
performances in the two big northern
markets of Britain and Germany.
Analysts had been expecting Europe
to be down by 1.4%. Spain and Italy
were both weak, down 8.8% and 4.9% .

IN BRIEF

MTS OFFERS NEW


TARIFFS, UNMOVED BY
SC RULING

Unperturbed by the recent


Supreme Court ruling quashing
122 telecom licences, Sistema
Shyam TeleServices, which
operates under the brand MTS,
today launched new tariff plan
allowing subscribers to make
unlimited local and national calls
within the network. "This is a first
of its kind initiative for both for its
new and existing prepaid voice
customers across India.

ADANI ENTERPRISES
FINALISING $1.5 BN
PORT LOAN

Adani Enterprises is finalising a


A$1.4 billion project finance loan
with a group of lenders to replace a
US$2 billion bridge loan raised to
buy an Australian coal terminal last
year, two sources said.
Adani could sign the deal by end
March and is in talks with
Commonwealth Bank of Australia,
National Australia Bank, Westpac
Banking Corp and a couple of the
Japanese mega banks for the debt,
the sources said. The sourcedeclined
to be named as they were not
authorised to speak to the media.

CISCO Q2 RESULTS BEAT


ESTIMATES

Network equipment maker Cisco


Systems Inc said second quarter
earnings and revenue beat average
estimates, leading it to increase its
dividend.
Revenue rose 10.6% from the
year-ago quarter to $11.5 billion.
Analysts on average were
expecting $11.23 billion. Net
income grew to $2.2 billion, or 40
cents per share, from $1.5 billion,
or $27 per share, a year earlier.
Cisco said on Wednesday it
plans to pay a quarterly dividend of
$0.08 per common share, up 2
cents from the previous quarter.

OI DATA
OI CHANGE WITH RISE IN PRICE
DHANLAXMI BK
TATA TEA
BHUSHAN STEEL
HOTEL LEELA
Tata Coffee

Feb 08, 12

3324000
6312000
426000
2136000
274500

Open Int as on
Feb 09, 12

4828000
8940000
592000
2912000
372750

% chg

45.25
41.63
38.97
36.33
35.79

Feb 08, 12

57.70
117.75
363.90
35.20
836.55

OI CHANGE WITH FALL IN PRICE


RUCHI SOYA
ORCHID CHEM
BHARTI AIRTEL
JAIN IRRIGATION
ORIENTAL BANK

Feb 08, 12

Open Int as on
Feb 09, 12

8858000 10984000
2988000 3436000
15442000 17756000
4520000 5134000
972000
842000

% chg

24.00
14.99
14.99
13.58
-13.37

Feb 08, 12

99.30
172.40
354.00
99.00
299.35

OPEN INTEREST BREAK-UP

Price as on Feb 09, 12

BAJAJ AUTO
BHARTI AIRTEL
BHEL
CIPLA
COAL INDIA
DLF
GAIL
HDFC
HDFC BANK
HERO HONDA
HINDALCO
HUL
ICICI BANK
INFOSYS TECHN
ITC
JINDAL STEEL
LARSEN & TOUBRO
MAH & MAH
MARUTI SUZUKI
NTPC
ONGC
RELIANCE IND
SBI
STERLITE IND
SUN PHARMA
TATA MOTORS
TATA POWER
TATA STEEL
TCS
WIPRO

Close (cash)

1701.70
350.10
261.95
352.40
333.30
232.85
389.15
697.15
522.54
1993.85
159.10
393.35
939.80
2809.90
203.90
603.29
1355.25
702.05
1270.00
180.00
281.30
853.85
2184.00
130.10
542.75
257.30
111.45
452.15
1228.59
445.60

LTP (future)

1705.60
352.45
262.55
354.70
329.95
234.40
391.85
701.35
525.80
1992.95
159.95
394.35
945.05
2822.05
205.05
606.80
1364.45
705.30
1275.30
181.30
283.50
859.75
2188.50
130.25
545.95
258.55
112.50
453.35
1236.60
447.55

Open interest

Shares

1133
26628
21256
3541
11202
30376
2888
15081
16463
2141
32660
14872
17810
4579
29976
4305
7278
6884
3968
14460
11792
17514
10993
29226
3048
69272
9800
23849
5753
4114

` crore

192.72
932.25
556.80
124.78
373.36
707.31
112.39
1051.37
860.26
426.81
519.62
584.99
1673.76
1286.65
611.21
259.69
986.35
483.26
503.94
260.28
331.71
1495.41
2400.95
380.23
165.40
1782.37
109.22
1078.33
706.75
183.32

Price as on
Feb 09, 12

INDEX WATCH
% chg

67.50
123.05
397.05
39.20
866.80

16.98
4.50
9.11
11.36
3.62

Price as on
Feb 09, 12

% chg

98.45
169.75
350.10
98.35
298.14

-0.86
-1.54
-1.10
-0.66
-0.40

% of Open interest

Futures

91.04
66.68
79.51
92.01
79.59
76.51
90.82
84.54
96.76
93.06
66.14
70.46
72.25
73.99
82.54
95.76
71.79
78.67
87.87
85.60
63.87
68.28
68.77
86.00
96.52
68.77
93.51
69.25
80.91
94.07

Call

Put

4.44 4.53
24.65 8.67
14.37 6.12
4.52 3.47
13.54 6.86
11.96 11.54
6.84 2.34
12.73 2.72
1.54 1.71
4.69 2.25
15.25 18.61
20.63 8.91
15.03 12.72
16.40 9.61
11.97 5.49
2.50 1.74
14.05 14.17
15.87 5.46
4.57 7.56
10.08 4.32
28.16 7.97
16.62 15.10
16.90 14.33
8.21 5.80
1.74 1.74
18.87 12.36
3.47 3.02
15.95 14.80
9.95 9.14
3.65 2.28

SPOT
NIFTY
BANKNIFTY
CNXIT
FUTURE(LTP)
NIFTY
BANKNIFTY
CNXIT

Feb 08, 12

Feb 09, 12

%Chg

5368.15 5412.35
10320.10 10507.60
6414.65 6492.55

0.82
1.82
1.21

5388.50 5437.05
10341.40 10551.55
6449.20 6505.60

0.90
2.03
0.87

SECTOR WATCH
TOP GAINERS
Edible Oil

OI 000

% chg

10986

24.00

Plantation & Plantation

18471

15.11

Tyres

Plastic products
Miscellaneous

8687

5276

4544

Packaging

4503

Gas Distribution

8628

Telecomm-Service

Hotels & Restaurants

144715

17.96

11.97
9.86

7.93

6.76

6.64

8000

6.33

Air Transport Service

2072

-27.48

Shipping

9178

-4.55

Computer Education

3774

TOP LOSERS

Stock/ Commodity Brokers 2304


Others

5690

MARKET POSITION
HIGHEST
ABG Shipyard

3657000

93.69

3329000

83.35

Escorts

12388000

Punj Lloyd

30680000

Suzlon Energy
Videocon Ind

LOWEST
Bosch

GSK Pharma

Bajaj Holdings
Hind Zinc

-4.07
%of MWp

93093000

S Kumars Natwid

-4.17

OI as on Feb 09, 12

Alok Inds

Aban Offshore

-6.80

24584000
101392000

9158000

84.34
80.97

79.49
73.51
66.02
65.90

3125

0.17

70000

0.53

20000

1638000

0.24

0.55

The upside seems limited

TECHNICALS
GLENMARK

Last close: RS 298 Target: RS 310


The Stochastic Slow has just turned
positive for Glenmark on the daily
charts. The stock too has found
considerable support around Rs 295odd levels in the last four trading days.
Look to buy with a stop at Rs 294 for an
upside target of Rs 310, above which
the stock can rally to Rs 325.

Watch out for 5,325 for any bearish action


Rex Cano

NIFTY

Last close: 5,412


The Nifty ended at fresh 25-week
highs, aided by some aggressive buying
in the latter half of the trading day. The
index price action has begun to move
sideways. This hints of a likely
consolidation or a correction phase
ahead. The upside seems limited from
current levels as the momentum
oscillators too are showing some signs
of tiredness. One should continue to
watch the 5,325 level very close for any

bearish action. On Friday, the index


could face resistance around 5,4455,465, while seek support around
5,380-5,360.

BAJAJ FINSERVE

Last close: RS 510 Target: RS 535


Bajaj Finserve has closed above its
long-term moving average for the
second straight day. The stock is likely to
see further upside backed by the positive
momentum. Look to buy the stock with a
stop below Rs 500. On the upside the
stock is likely to spurt to Rs 535.

HIND. UNILEVER

Last close: RS 393 Target: RS 380


The momentum oscillators both on
the daily and the weekly charts have
turned unfavourable for Hindustan
Unilever. Hence, one should trade with a
negative bias at the counter. Look to
short with a near stop at Rs 396. On the
downside, the stock can slide to Rs 380.

KEY SUPPORT, RESISTANCE LEVELS


STOCK

S2

S1

CLOSE

1121

1135

ACC

1372

1378

BHEL

259

260

AXISBANK
BPCL

CIPLA
DLF

1112

580
349
226

587
350
229

R1

20-DMA

50-DMA

200-DMA

LOWER END

HIGHER END

RSI(14)

1157

1034

953

1117

897

1172

72

528

612

504

607

1389

1400

1407

262

264

265

599
352
233

1148

611
355
237

BOLLINGER BANDS

R2

618
356
239

1209

1170

267

259

343

335

556
215

204

1078

1033

333

246

313

329

215

188

1385

288

49

357

61

242

DRREDDY

1617

1625

1639

1652

1660

1653

1612

1566

1616

1691

HINDALCO

151

154

159

164

167

146

132

154

128

163

2535

2836

987

1335

714

881

HDFC

ICICIBANK

690
920

693

928

697

940

701

952

704

959

691

863

671

780

666

910

INFOSYSTCH

2754

2775

2810

2844

2866

2685

2730

2695

MARUTI

1255

1261

1270

1279

1285

1161

1039

1120

843

847

854

860

865

797

764

832

M&M

ONGC

RELIANCE
RELINFRA
SBIN

TATAMOTORS
TATASTEEL
WIPRO

687
276
583

693
278
587

702
281
593

712
284
599

718
286
603

687
273
503

687
265
424

723

674

750
657

272

257

483

385

709

976

1829

2075

1732

2262

443

447

452

458

461

443

399

483

402

484

433

438

446

453

458

417

205
409

193
393

199
392

60

82

1997

232

70

620

2205

264

56

-66

-61

2197

261

50

290

2184

257

-64

54

2171

253

68

717

2163

251

84

78

-66
77

265

80

441

71

59

S1, S2, R1, R2 are support and resistance levels, look to buy near support, and sell near resistance levels; DMA = Daily Moving Average; Stocks where 20-DMA is higher
than 50-DMA are said to be in positive trend and vice versa; Bollinger Bands = Trading bands, stocks tend to bounce from lower end, and retrace from higher end. However, in case of break-outs we see bigger rises, slides; RSI = Relative Strength Index, RSI above 70 is overbought while below 30 is oversold; + value strength on the back
of rising RSI, and - value is vice versa; MACD= Moving Average Convergence-Divergence; UP indicates MACD is above signal line, hence bullish, Down indicates MACD is
below signal line, hence bearish

BS TOP 200
CompanyName

3i Infotech

17.95

Open

18.25

High
(Rs))

18.70

Low

17.75

Current
Close

% Chg

Volume

2.23

954940

18.35

P/E
(times)

52wk
High/Low (Rs))

Market Cap
(Rs in crore)

5.81

719/324

2283

11.54

433/311

NA

Aban Offsh

526.45

545.00

545.00

520.55

524.75

-0.32

ABG Shipyard

411.25

414.15

417.90

411.60

413.75

0.61

14124

392.55

-4.30

811085

17.1

70.70

-3.48

1307324

90.64

2.32

112632

ABB

ACC

Adani Enter
Adani Ports

Adani Power

Adi Bir Nuvo

868.50

1,382.60

410.20

140.55

73.25

849.40

868.00

878.90

1,362.15 1,398.20
416.00

416.00

73.50

73.50

141.00

851.00

141.80

855.00

865.00

869.05

1,362.15

1,388.90

135.80

138.30

379.60
70.20

844.00

854.00

Allahabad Bk

176.70

177.00

181.90

175.00

180.80

Alstom Prjct

374.85

376.80

383.65

376.05

379.90

Alok Inds

Alstom T&D

21.55

181.85

21.60

180.95

22.70

185.90

21.50

180.95

22.50

184.30

0.06

0.46

-1.60
0.54

4.41

1.35

1.35

257436
3792

144.84

61837

274164

54/12

352

908/541

18415

24

1390/917

26075

23.6

170/111

766/261

2107

43173
27707

126/59

15413

4.99

240/114

8610

48803

22.05

692/280

5664

2654299
11153

10.03
4.55

23.1

994/710
29/16

305/133

9694

1773

2546

4407

Ambuja Cem

177.25

178.00

181.20

175.70

177.95

0.39

476810

23.05

182/112

27304

Apollo Tyres

72.40

72.40

75.85

72.20

75.50

4.28

1054456

20.35

83/44

3805

Andhra Bank

Arvind

Ashok Leyland

114.65

91.75

26.80

114.10
91.25

115.90
97.20

26.70

26.85

118.90

119.60

113.70
90.90

26.35

115.70
96.55

117.30

-1.88

1,700.90

3.30

2,985.00 3,072.00

2,985.00

3,060.80

Axis Bank

1,127.20

1,110.20 1,140.90

1,106.30

1,134.60

Bajaj Hind

35.55

35.10

35.80

Bajaj Auto
Balram Chini

1,646.55

50.00

1,641.05 1,708.00
35.30

49.90

36.00

50.45

115.10

1,641.05
49.05

Bata India

691.45

691.00

701.00

682.55

697.00

BF Utilities

BGR Energy

432.80

248.30

364.65

0.67

0.80

449.80

435.00

447.30

3.35

1,549.00 1,570.00

1,520.00

1,541.30

0.40

439.60

250.25

258.90

247.00

256.35

3.24

Bharat Elctn

1,535.20

Bharti Airtel

354.00

354.00

354.00

344.25

350.00

-1.13

Bhushan Stl

363.85

360.70

399.00

357.00

395.55

Bombay Dyng

446.85

449.45

450.00

439.05

446.90

Bharat Forge

BHEL

Biocon

Bombay Rayon
BPCL

Cairn India

Canara Bank

Central Bank

Century Tex

CESC

Chambal Fert

Cipla

Coal India

Colgate

Coreedutec

Crompton Grv

Cummins (I)

307.45
261.30
279.70

266.05

576.55

307.60

261.00

280.00

267.00

578.05

312.70
265.50
289.50

272.00

599.90

306.00
260.35
279.70

264.70

576.05

52522

311.60
261.80
286.95

11.75

1461/785

46824

72/23

2289

13.55

1822/1190

NA

77/33

6.64

1007/630

31751

53559

20.82

741/295

4479

296618

7.26

588/173

314299

NA

28.55

445/309

132913

8.71

350450

8.56

530/297

8400

0.01

37841

207.86

464/284

48369

NA

713/459

21656

6.98

668/349

23390

2.59

-0.32

3.89

365507
128813

3144

9.92

16.81

15.97

380.50

2.13

475013

8.82

98.55

98.30

100.00

97.20

99.65

1.12

215707

8.36

528.00

1685

1850

1987807

17.81

375.00
515.60

906/259

20165

12330

44486

384.35
529.80

498/261

1215

1888/1293

0.19

5905

9.09

375.00
522.90

49219

109860

372.55
524.05

3415

14.16

1.35

265.20

599.00

29359

245/80

2458

7117

188.42

125629

805.30

3366/2395

30/20

511742

0.23

796.30

32.08
30.87

179162

6474

111/51

272791

6905

159/79

11.92

11.73

369.00

810.30

373.30

0.70

4.91

445181

142140

802.00

370.00

0.66

1143057

-0.50

799.95

368.15

2.55

39525

49.75

Bank of Baroda
Bank of India

5.23

-0.19

2,984.75

119.55

0.92

26.75

Asian Paints

Aurob Pharma

10

Prev
Close

0.75

38061

371/231

450/225
390/240

294/200

377/250
170/63

7254

64078
5739

1846

3570

72420
6443

313.60

313.60

319.00

307.05

316.30

0.86

156194

30.77

395/216

2943

91.80

92.50

94.00

90.50

91.15

-0.71

423645

17.1

119/66

3794

333.05

0.08

332995

-0.67

50862

278.40

351.45
332.80

1,021.70

277.40

145.15

430.70

279.10

284.00

275.50

278.85

0.16

356.25

351.00

351.75

1,019.10 1,025.90

1,000.10

1,007.80

-1.36

143.50

147.30

1.48

352.00
333.00

335.95

279.00

282.80

426.50

435.00

144.20

148.10

331.40

275.05

426.50

275.55

431.65

0.09

0.22

28224

7.79

364/186

35797

27.98

359/274

7591

31.89

1084/797

153837

18.01

297/107

10164

22.47
11.49

20.33

422/289
351/245

557/322

3484

28242

210366
13706

3094

9449

11965

CompanyName

Dabur India

DCB

Delta Corp

Dena Bank

Dhanlaxmi Bk

Dish TV

Divis Lab
DLF

Dr Reddys

Educomp Sol

Escorts

Essar Oil

Exide Ind

Federal Bank

Finan Techno
Fortis
GAIL

Gitanjali Gm

Prev
Close

98.75

45.85

75.65

80.50

57.50

61.70

768.85

235.45

1,620.45

250.60

82.05

64.40

135.05

412.55

782.05

108.70
390.85

309.20

Open

98.75

46.00

75.45

80.10

57.95

67.00

High
(Rs))

99.00

47.75

82.40

86.55

68.95

67.00

Low

97.60

46.00

74.80

79.80

57.50

61.50

Current
Close

% Chg

47.50

3.60

98.15

-0.61

82.05

8.46

85.35

17.57
-0.28

64.55

777.90

764.10

766.70

1,630.00 1,645.00

1,614.00

1,639.35

81.75

84.65

777.90

232.00

239.00

251.10

259.25

63.90

70.10

82.05

135.05

411.10

792.00

108.75
393.00

309.20

85.35

137.90

419.40

823.00

111.05
394.80

312.80

228.85

250.10

232.75

257.50

10460

492.70

GVK Power

16.90

16.95

17.30

16.70

17.15

HCL Techno

HDFC

HDFC Bank

HDIL

Hero Motocorp

Hexaware Tch
Hind Oil

Hind Zinc
Hindalco
HPCL

467.50

693.80

508.00

90.15

1,992.90

106.15

122.95

139.50

160.85

285.80

469.00

695.00

489.00

27.40

470.00

698.75

48.20

83.85

481.00
23.95

460.60

689.00

48.80

84.40

139.45

147.10

158.55

283.00

161.60

289.70

104.20

139.45

148.75

281.00

0.66

344285

97.80

2.79

51632

9.54

2891/1981

25918

7.68

561/232

5415

31/10

2708

42/16

1638

NA

8.24
22

19.98

26.03

39803

645947

33.17

238/87

105.75

-0.38

380019

146.15

4.77

180348

11.62

18

1138/641

108297

163841

40.31

104/56

30531

4.17

6867682

3.94

95.85

-0.10

127053

4681152

0.59

111140

13.13

IDBI Bank

105.65

105.00

105.80

103.30

105.25

-0.38

574050

5.83

IDFC

91.00

939.60

92.30

2.14
0.05

138.55

137.90

138.50

134.55

137.85

-0.51

Ind Ove Bank

98.40

99.00

100.90

97.80

100.30

1.93

Indiab Real

72.60

72.60

77.10

71.80

76.60

IFCI

India Cement

34.75
95.95

34.40
95.50

36.50
96.20

34.35
93.50

36.20

5.51

Indian Bank

241.40

241.60

242.30

237.00

240.50

-0.37

Indraprst Gs

332.70

335.00

339.40

333.20

337.30

1.38

Indian Hotel

71.05

71.10

74.00

70.10

1671

420/239

-1.31

287.50

32.92

93.65

3102

NA

158.75

144580

91.00

107/46

4098

155/107

1.15

92.25

199/52

10.49

392.45

Idea Cellular

32141

102525

2248/1378

385.00

913.70

528/360

736/582

6064

17.49

393.50

944.20

506/290

4749

95170

385.00

918.80

113/73

475

122285

388.00

919.95

438/29

6504

520/396

5.73

HUL

ICICI Bank

2847

25.32

5038854

4.15

5629

387/183

402107

8.49

0.01

4376

49338
12047

85328

-0.64

15645

7134

45/18

0.22

464.50

-0.03

894

9700

486/360

236/155

10449

2473

3745

18.19

1523429

27794

931/518

66038

695.30

128.05

129.00

0.00

10174

39527

11645

194/102

NA

576

175/99

12.77

NA

120.00

108.00

-1.01

6.3

148/45

18123

3521049

1,993.15

120.00

2.79

12.48

11.80

1,971.00

107.05

0.54

58898

47.62

27.00

486.00

1,995.00 2,034.80

89.75

-0.49

229621

24.16

15.45

522.15

98.50

3.89

112519

2473654

505.75

90.00

1.44

10.82

1.48

525.50

508.00

149/64

-1.15

487.00

24.20

8.48

519/168

2,826.05

498.00

484.00

1060646

1716/1387

2,801.00

490.95

24.15

3.17

19.6

1085882

492.70
486.15

8.48

25659

-0.80

30.15

Guj Fluoro

HCC

778920

1.17

30.95

312.45

2,858.95

Havells I

2.75

843/582

281/173

517790

307.15

388.95

Grasim Ind

86.00

25.66

6871

1.05

385.30

204.80

84.50

1815087

951

1836

94/54

172/81

195.30

83.85

23.7

-1.15

17099
2845

67.08

206.90

Guj Petronet

8359

NA

Market Cap
(Rs in crore)

114/48

136/42

322119

199.25

50.60

881643

4.03

-0.64

107.35

812.45

199.25

48.80

22.02

1393784

108.00

772.30

Godrej Ind

49.30

3057376

117/52

477/322

177.00

GTL

32.56

10.03

176.40

2,855.00 2,877.95

6291654

122/90

82016

178.95

31.15

66/31

27.49

1.09

137.00

176.50

30.75

19.39

417.05

134.05

176.05

31.20

52wk
High/Low (Rs))

2687883

411.00

67.95

4.62

65503

1321598

P/E
(times)

5.51

63.50

GMDC

GMR Infra

6.02

67.60

Volume

73.55

3.52

755854

597390

265175

1878888

9013

249440

725533

13.95

239/111
420/265

154/77

167/90
58/20

6.5

164/73

21.46

153/40

10.4

105/62

61753

30393
9736

86892
10363

20182
2671

6206

2944

3412

5.62

254/167

10336

15.98

453/285

4722

32.26

94/51

5586

11

BS TOP 200

CompanyName

IndusInd Bank

Infosys

IOC

IRB Infra
ITC

IVRCL

Jain Irrig

Jet Airways
Jindal Steel

JP Associat

JP Power

JSW Energy

306.30

2,768.65

272.75

173.65
204.30

55.30

99.25

330.90

581.00

77.25

46.10

59.30

Open

High
(Rs))

304.45

311.00

272.75

274.10

203.90

204.95

2,750.00 2,820.00
172.90
54.55

99.00

332.00

580.00
77.00

46.00

174.80
59.50

99.90

344.50

605.00
79.25

46.30

59.50

60.35

760.00

828.80

7.49

7.65

JSW Holdings

966.05

Jubilant Fd

947.40

921.00 1,048.45

Karnataka Bk

102.45

101.00

102.10

Kotak Mah Bank

532.25

528.00

553.90

16.05

16.75

JSW Steel
K S Oils

Kingfisher
L&T

Lanco Infra

759.15
7.76

27.85

1,368.10

16.25

994.45 1,057.95

27.60

28.85

1,366.70 1,371.75

Low

Current
Close

% Chg

2,732.00

2,807.25

1.39

170.65

173.55

302.25

270.80

201.80

53.95

97.60

328.20

577.70

76.40

310.05

59.25

78.90

MphasiS
MRF

NHPC

NMDC
NTPC

Oil India
ONGC

OnMobile Glb

Opto Circuit
Oracle Fin

Orchid Chem

Oriental Bank
Pantloon Rt

369.05

8,474.70

20.70

187.50

177.00

1,290.50

282.95

75.25

267.85

2,177.60

172.00

299.60

187.80

175.45

371.95

378.50

191.85

199.50

272.70

170.00

171.40

186.10

199.50

74.75

78.00

2,180.00 2,194.00
299.90

300.40

Patni Comp

470.05

469.95

473.95

Piramal Hlth

423.65

415.00

430.00

Petronet LNG
PNB

Polaris Finan

Power Fin

Power Grid

Praj Ind

PTC India

Punj Lloyd

168.80
982.10

159.35

188.05

168.50

173.35

20.28

8.83

-0.78
3.40
2.46

-1.54

1,257.70

1,270.55

0.21

191.00

197.55

171.15

366.50
20.60

176.85
275.80

74.75

268.00

782200

70.14

1022/461

109075

7.54

134/64

1914

141705

22.58

540/333

40710

3136533

NA
13

272/163

4009

12676

5.89

8545/5332

9.79

305/136

1419/1102

-0.53

337825

10.81

270.50

0.99

57778

10.65

-1.34

1248687

13.26

4.42

1262468

1.42

412068

1.92

45004

1.68

0.30

1.73

469.00

-0.22

425.85

0.52

157.25

-1.32

59.45

82897

16596

281.45

55.05

1381

1.59

9.53

15.76

53.75

323

2162

18771

NA

189477

55.55

6707

290/166

31934

16.47

1.61

54.10

46/9

1156

18272

8.49

189800

179.85

54.10

49/18

1933/971

9.88

85.65

40/5

19.63

795250

108.60

56.10

224343

NA

1.21

108.00

84.00

481656

NA

1015/464

120522

0.12

156.25

9791

3.56

299.95

415.00

87/36

16778

12021

1232/356

20.95

171.20

54/31

2902

56382

36709

292.25
168.50

724/436

1582

1345/906

-1.04

467.15

3981

96/27

22.18

0.98

196.10

232/75

50275

2,155.00

183.95

158227

21102

372.65

169.70

5768

216/150

492/363

2,143.00

165.75

66004

22.47

-0.66

76.55

360/247

14482

26801

2.01

172.80

110.40
59.70

988301

472.50

412.15

200.35

56.30

7.88

309/204

44.65

0.30

109.50

56.65

64.89

953413

-1.01

187.00

86.60

1181400

1,354.30

188.10

84.75

28.1

1,341.00

107.65

84.45

783509

1567576

1,001.00

162.30

14.87

-0.36

16.65

14.49

247871

27.75

16.00

27.16

0.67

550.35

27.45

978.60

202.40

103/50

686373

NA

2077392

527.85

978.60 1,004.35
159.35

21.8

543276

19.28

2.14

101.65

1,294.40

268.00

521/167

99.60

1,288.00

283.30

NA

28051

1206923

1,300.00 1,308.00
279.50

918909

64642

-2.19

190.65

180.70

Volume

7.59

7.45

186.00

177.70

1.60

1,031.05

818.95

192.80

186.95

21.00

13.31

920.00

750.50

8,609.05

20.80

5044974

7.84

59.70

8,363.00

8,474.00 8,768.00

7.14

1,041.75

57.00

700.55

175.00

230/121

920.10

682.50

190.75

12.06

-0.65

704.00

173.95

236288

45.80

45.20

684.00

Mcleod Russl

-0.06

3.81

686.75

Max India

161198

603.15

336.20

Mah & Mah

1,258.00 1,277.50

3317/2169

-1.01

267.05

1,267.90

20.62

98.25

261.85

Maruti Suzuki

76937

1.22

-0.71

268.50

485.00

Market Cap
(Rs in crore)

202.85

266.00

475.60

52wk
High/Low (Rs))

-0.33

266.25

479.90

P/E
(times)

271.85

LIC Hsg Fin


Lupin

12

Prev
Close

6.54

0.88

1.42

1.76

4.94

79716

11756

149447

3287

53693

8.58

20.88

507598

384844

1992744

12.61

4571

7828
3650

25770

195/152

148295

326/227

240794

310/183

5042

155/54

406/190

61.28

43012

26/18

7.23

19896

254278

694/277

2375/1699

15.83

64071

215/137

19.56

13251

603456

875/585

325/112

364/125

502/250

75587

31124
903

18089

1195

8751

4381

6357

186/105

12840

6.8

1234/751

31713

9.38

281/130

26445

20.74

95/62

7.2

16.92

13.11

NA

550/340

214/113

7348

1563

112/94

50279

101/38

1624

85/37

1582

1974

CompanyName

Ranbaxy Labs

Raymond

Reliance Cap

Reliance Com

Prev
Close

454.65

366.10

405.10

93.00

Open

457.00

367.90
410.00

92.90

High
(Rs))

457.00

372.00

427.50

95.90

Low

450.10

362.05

408.80
92.15

Current
Close

% Chg

451.55

-0.68

423.75

4.60

370.55
95.05

1.22

2.20

Reliance Ind

858.05

856.90

859.70

843.00

852.65

-0.63

Reliance Power

101.80

101.10

107.20

101.10

106.90

5.01

82.45

83.50

86.70

82.40

86.20

Reliance Infra

Renuka Sugar

Rolta

Ruchi Soya

590.25
40.30

99.00

592.00
40.20

98.65

598.90
40.30

98.95

583.50
38.80

97.10

591.30

104.00

109.25

104.00

108.75

224.80

231.30

SBI

Sesa Goa

Shriram TrFn

Siemens

Sintex Ind

South Ind Bk

Sterlite Ind

Sun Pharma

2,175.40

227.05

585.65

2,160.00 2,191.40
589.05

596.95

37.00

2,157.15

2,181.95

559.05

569.15

-2.82

95.75

3.91

223.00

229.55

783.85

782.95

802.45

779.10

798.15

25.90

26.00

27.10

25.40

26.70

92.15

124.20

549.40

93.50

123.65

549.00

97.10

130.85

556.35

3.62

91.25

1.82

Tata Mot-DVR

112.20

552.00

563.00

543.00

112.20

0.00

Tata Power
Tata Steel

TCS

Tech Mahindra

Titan Ind

TTK Prestige

TVS Motor

UCO Bank
UltraTech

Union Bank

Unitech

United Phos

United Spirt

107.95

450.65

1,218.75

650.75

208.75

2,940.60

49.75

74.85

1,384.95

237.85

28.50

149.10

695.80

111.60

1,207.05 1,231.90

1,188.15

1,227.05

207.50

210.35

648.00
48.20

52.30

2,940.00 3,050.00
74.80

77.70

237.70

256.40

149.00

151.80

1,380.00 1,408.00
28.50

695.00

VIP Ind

118.10

117.30

Welspun Corp

125.60

124.80

Wipro

Yes Bank

Zee Enter

97.20

434.65

333.70

130.45

663.00

212.35

174.50

Voltas

454.00

209.00

174.30

59.50

257.15

107.00

448.00

Videocon Ind
Vijaya Bank

123.00

112.90

107.00

59.80

97.20

433.00

332.00

131.00

30.70

708.00

440.10

632.75

2,866.65
48.20

74.25

451.10

657.35

2,985.30
52.05

77.15

1,379.80

1,397.55

28.00

30.00

237.05

147.20

682.80

9.99

832/416

12875

19950

11.38

3.71

248.00

138554

331/149

57928

866.75

258.30

2960/1576

1.31

835.75

248.00

35246

12.67

351.00

879.00

250.70

6.66

569384

19.53

840.00

Tata Motors

614160

1146

9638478

835.75

116.90

44920

71/22

5.71

Tata Coffee

126.40

177/73

3.04

31.45

110.90

117.10

11.32

29.66

108.80

117.95

512858

34792

4.59

111.50

Tata Global

22963

-1.36

109.00

345.15

3257

270/144

541.95

109.20

354.90

129/81

8.34

3017

Syndicate Bank

348.00

20.97

26/17

328.00

346.45

508899

2652

8.34

309.00

Tata Chem

1391

93/23

2520962

129.90

29.25

155/50

NA

3.09

330.00

31.65

4.64

27161

314.80

29.40

434964

15591

951/627

315.85

29.75

29987

711/328

39.87

Sun TV Net

Suzlon Energy

137/69

9.8

40266

121.40

540.00

0.30

1.10

19619

39.3

706876

1144403

104.95

117/61

2274

10409

2979515

2.80

SAIL

7.04

634/226

19057

279219

38.55

232.55

570/367

418/245

Market Cap
(Rs in crore)

1066/688

100040

217.30

61.86

52wk
High/Low (Rs))

13.18

-1.31

236.00

38.90

18.53

689753

97.70

218.00

37.55

6167089

1769367

3447052

4.55

NA

38.72

-1.99

217.25

37.50

34132

P/E
(times)

30905

39.50

Rural Elect

S Kumars N

0.18

Volume

253.90

150.45

685.55

3.85

1.56

1649844

1882313
181969
87733

7.97

195/59

190/86

566/392

12926

4.92

132/67

6358

58/17

392/288

1075/512

NA

152/80

2.57

2286063

0.10

2267957

1.01

66250

43662

56124

464/215

23.17

2572664

2614

16.13

354783

4.28

3.38

6.81

19.65

122/80

5590

8942
1619

7606

9.13

260/138

81608

4.08

661/332

43811

532931

99.64

115380

23.68

1247/903

240158

0.77

495862

34.65

238/147

18675

4.62

908405

10.58

70/44

2473

9211

16.61

1400/890

38301

5.26

7463621

19.35

49/17

-1.47

138619

21.86

1220/450

8966

1.76

363490

6.3

94/44

2862

0.68

1.52

3.07

0.91

6.75

0.91

71765

640513
226464
65346

9.46

30.65
4.48

8.26

12.18

135/81

798/524

3200/1481
122/45

26484
8374

3379

4841

359/156

13313

171/120

6948

7849

176.70

173.50

174.10

-0.11

122.25

116.30

120.30

1.86

1405423

22.66

205/73

1700

131.80

124.20

131.10

4.38

225271

12.55

217/65

2986

60.80

101.70
448.50

347.00

132.00

59.10

97.00

428.50

328.00

127.30

60.55

100.85

444.55

345.85

128.25

3.76

2.28

3.64

-1.69

44897

486752

168004

304358
45710

8.49

9.67

19.99

13.41

19.85

219/162
189/72

5276

3337

490/310

109293

146/107

12392

354/231

12183

Disclaimer: The Smart Investor gives an unbiased and competent picture of investment opportunities. However, prices can move up or down due to unforeseen circumstances. Therefore, The Smart
Investor does not take any responsibility for investment decisions taken by readers on the basis of information provided herein. EDITOR: A K BHATTACHARYA

13

STOCK REPORT
RECOVERY FROM INTRADAY LOWS

Company

Wanbury

High

32.55

Low

25.60

Vaibhav Gems

43.65

35.25

Golden Tobacco

41.90

35.00

ACI Infocom
Gati

Sanco Trans

Dhanlaxmi Bank
Winsome Yarns
RPP Infra Proj.
Mukta Arts

VBC Ferro Alloys

Hind.Dorr-Oliver

First Leasing

Intrasoft Tech.

RSWM Ltd
Lupin

Regency Trust

Suryalata Spg.

Bhansali Engg.
Everest Kanto

Sharyans Reso.

Shalibhadra Fin.
JSW Holdings

Disa India

59.00

45.95

49.10

38.65

Close % Chg

32.55 27.15

43.65 23.83

59.00 20.16

41.90 19.71

45.95 18.89

237.90

196.00

232.35 18.55

25.20

21.50

25.20 17.21

68.95
73.00

40.80

57.50

62.00

33.15

67.60 17.57

72.05 16.21

38.45 15.99

197.70

165.00

190.85 15.67

68.45

58.65

67.60 15.26

41.10

34.60

40.00 15.61

60.00

51.70

59.50 15.09

485.00

412.15

472.50 14.64

80.00

70.00

80.00 14.29

94.85

53.05

27.90

45.00

53.65
54.45

1,057.95

80.60

46.35

22.55

39.30

47.10

47.10

92.50 14.76

53.05 14.46

25.75 14.19

44.65 13.61

53.50 13.59

53.35 13.27

920.10 1,041.75 13.22

1,890.00 1,656.00 1,870.00 12.92

FALL FROM INTRADAY HIGHS

Company

GPT Infraproject
Jyoti

ISGEC Heavy

Bannari Amm.Sug.
Simplex Realty
Eon Elect.

PBM Polytex
Eco Recyc.

Greaves Cotton

Sambandam Spg.
Shasun Pharma.
ABC Paper

Maan Aluminium
Arcotech Ltd

Caprihans India

Page Industries

Venky`s (India)

Manappuram Fin.
Fervent Pharma

14

Responsive Ind

United Inter.

High

144.35

69.50

1,076.00
713.00
134.95

48.40

32.00

31.90
94.70

72.00

72.40

35.75

46.95

33.35

60.50

Low

115.10
57.95

900.00

608.00
105.00

41.25

25.20

26.50
81.50

64.15

64.15

29.00

41.00

29.95

53.60

Close % Chg

115.10 -20.26
59.05 -15.04

915.00 -14.96

608.00 -14.73
116.90 -13.38
42.25 -12.71

28.00 -12.50
28.05 -12.07

Name

Gati

Cochin Minerals
Allied Digital

Suzlon Energy

Mount Everest

Golden Tobacco

Jai Balaji Inds.

Den Networks

Vaibhav Gems

Sabero Organics
Neha Intl.

Twilight Litaka

NCL Res. & Finl.

42.20 -10.12

Alpha Graphic

54.45 -10.00

2,970.00 2,654.00 2,673.55

-9.98

ARSS Infra

Minolta Finance

108.45

108.45

-9.51

25.95

24.58

22.40

18.81

17.47
16.60

16.41

9.96

5.71

88.55

4.98

39.80

4.87

41.90 19.89

86.25

4.99

87.60

4.97

34.15

4.92

43.65 19.92
34.50

4.86

77.61 156.95

10.59

35.50

8.03

88.40

6.92

49.75

8.44 128.20

-4.99

-4.95

-4.97

-4.95

-4.98

KBS India

4.99

28.55

-4.99

4.53

65.20

KEN Fin.Serv.

KGN Industries

384.24
618.84
997.94
1074.21
1941.23

Buy

1512.31
916.16
1378.21
1016.04
1488.05

DII
Sales

1936.77
1770.62
1561.33
1931.62
2141.19

4.91 156.15

4.52

25.45

-4.97

-4.99

-4.96

-4.86

Rs.

DIVIDEND INTERIM
DIVIDEND INTERIM
DIVIDEND INTERIM
DIVIDEND INTERIM
DIVIDEND FINAL
DIVIDEND INTERIM
DIVIDEND INTERIM
DIVIDEND INTERIM
DIVIDEND INTERIM
DIVIDEND INTERIM
DIVIDEND INTERIM

Company

Unity Infra.

GSS Info.

Net

-424.46
-854.46
-183.12
-915.58
-653.14

Purpose

0.25
2.00
0.60
0.30
1.50
0.50
0.50
4.00
2.00

Qty000 Price (Rs) Chg (%)

15.54

15.14

46.60

56.50

4.96

4.92

Khoday India

14.74

51.50

Wanbury

13.92

32.55 19.89

Reliance Power
KSK Energy Ven.

14.46 106.90

13.53

Thomas Cook (I)

11.89

Delta Corp

10.94

Baid Global

9.08

68.70

57.00

9.93
5.01

4.97

5.75

Shekhawati Poly. 11.58

31.85

4.94

Arvind Ltd

96.55

5.23

Everest Kanto

ONLY SELLERS

Qty000 Price (Rs) Chg (%)

7.28 234.70

Cupid Trades

119.85

30.53

30.35

31.45

Ravinay Trading

-9.69

-9.60

54.72

39.74

4.99

-4.88

28.90

112.00

88.27 163.00

38.95

28.35

110.10

45.95 19.97

20.35

32.00

123.90

122.92

Global Land

Vas Infra.

Net

ONLY BUYERS

Qty000 Price (Rs) Chg (%)

-4.98

-9.75

-9.73

FEB 10, 12
FEB 10, 12
FEB 10, 12
FEB 13, 12
FEB 13, 12
FEB 13, 12
FEB 13, 12
FEB 13, 12
FEB 13, 12
FEB 14, 12
FEB 14, 12

46.70

432.70

45.90

Ex-Date

128.85

427.05

45.25

4018.49
2279.19
2514.52
2119.16
3216.27

PFL Infotech

479.45

50.85

FII
Sales

FORTHCOMING CORPORATE ACTIONS

Company

64.95 -10.29

30.00 -10.04

4402.73
2898.03
3512.46
3193.37
5157.50

KCP
TUBE INV
VIP IND
ADANI PORTS
AMBUJA CEM
CHOLA INV
GLOBAL OFFSHORE
MANAPP FINANCE
POWER GRID
INDIA NIP E
MPS LTD

Company

32.10 -10.21

Buy

08-FEB-12
07-FEB-12
06-FEB-12
03-FEB-12
02-FEB-12

84.65 -10.61
64.50 -10.42

FII & DII TURNOVER (BSE + NSE)

Rs CR)
(R
Date

Company

S P Capital Fin.

Responsive Ind

Trendy Knitwear

9.28

8.56

82.05

40.75

Qty000 Price (Rs) Chg (%)

2.26

46.45

-4.91

1.00 175.80

-4.97

1.10 112.00

Fervent Pharma

0.40

28.90

Tinna Overseas

0.30

32.10

United Inter.

0.30

57.00

0.25 108.45

Odyssey Corpn.

0.23

60.65

Jyoti

0.15

59.05

Softech Infinium
JRI Inds.

4.89

44.65 12.61

Bhagyashree Leas 0.50 139.70


ADF Foods

8.46

0.20

34.60

0.15 248.00

-7.05

-4.97

-6.92

-4.52

-4.89

-4.99

-4.94

-4.95

-5.97
-4.62

Group

A
B
T
Z
TOTAL

Adv

144
1288
396
0
1828

ADVANCES/DECLINES

Adv as %
of Total

70.59
61.07
57.06
0

Decl

58
741
255
3
1057

Decl as %
of Total

28.43
35.14
36.74
100

52-WEEK HIGHS

Company

Price (Rs)

Company

MRF

8,609.05

IFB Agro Inds.

212.15

Eicher Motors

1,760.00

Ahlcon Parent(I)

189.50

Alfa Laval (I)

UltraTech Cem.
ACC

Jubilant Food.

ISGEC Heavy

Nalwa Sons

Bajaj Fin.

GRUH Finance

Bannari Amm.Sug.

Gravita India

2,918.45
1,397.55
1,388.90

1,031.05

915.00

Balkrishna Inds

Deccan Cements
Hathway Cable

Emergent Energy

35.30

Pasupati Fincap

32.85

Shri Lakshmi
Tata Global

Hexaware Tech.

410.90

Monotype India

380.50

Aricent Infra

Butterfly Gan Ap

Cairn India

J L Morison(I)

Sharon Bio-Med.

Federal-Mogul Go

387.90

380.00

336.90

Parikh Herbals

96.70

Cigniti Tech.

Dinesh Allorga

Price (Rs)

86.05

78.70
69.70

142.55

Midvalley Enter

59.00

Raghuvir Synth

B&B Realty

Ashutosh Paper

43.05

Sh. Krishna Pap.

Hind.Ever.Tools

27.55

46.70

Sterling Intl

CitiPort Fin.

38.95

Aroma Ent.

20.40

Nexxoft Infotel

Uni-Tubes

Inwinex Pharma.

Samyak Internati

South Ind.Bank

Trident Tools

Kreon Finnancial

Ahm. Gases

Malabar Trading
Company

14.08

Fischer Chemic

9.70

9.18

15.50

11.94

UT

9.90

19.95

Cinerad Communic

19.45

10.90

26.70

26.45

12.50

Standard Battery

10.65

27.90

26.75

UV Boards

53.60

11.00

33.75

17.90

Maximaa Systems

18.65

38.15

Kanishk Steel

59.00

Price (Rs)

41.65

25.40

Starlite Comp.

52.00

43.20

Picturehouse

Rockland Thermo

68.00

52-WEEK LOWS

Company

54.25

Mercury Metals

94.45

ERP Soft Systems

Ishan Dyes & Ch.

Vishnu Chemicals
Global Land

105.75

221.95

ACI Infocom

139.70

PFL Infotech

108.75

106.40

Bhagyashree Leas

DJS Stock

123.00

56.90

274.55

Tak Mach. & Lea.

Sacheta Metals

139.10

8K Miles

Oberoi Realty

Company

143.30

310.00

310.05

Hingir Rampur

CCL Inter

Fairfield Atlas

Krishna Vent.

Shreeyash Indus.

151.00

59.85

IndusInd Bank

Mudit Finlease

Harita Seating

163.00

Sr.Rayala.Hypo

328.00

50.30

43.30

148.00

522.15

486.35

IFGL Refractor

51.40

Rander Corpn.

HDFC Bank

Automotive Axles

178.45

NCL Inds.

51.50

39.00

601.00

IndiaNivesh

Syncom Formul.

Sun & Shine

P.M. Telelinnks

550.35

MPS

209.15

Price (Rs)

157.50

Sundaram Finance

Kotak Mah. Bank

Company

204
2109
694
3
3010

Guj. Hotels

660.75

605.65

0.98
3.79
6.2
0

Total

Mewar Polytex

Amar Remedies

608.00

2
80
43
0
125

Unch as %
of Total

166.15

Cochin Minerals

905.00

825.40

Price (Rs)

Unch

Kabra Drugs

Morarka Finance

12.15

11.73

8.83
8.43
6.84

Price (Rs)

8.81
7.99
6.42

5.91

Punjab Woolcomb.

5.80

Dynamic Portfol

5.32

Cressanda Solns.

5.08

Dr Wellmans Hmp.
Adi Rasayan

5.61

5.13

S&P CNX NIFTY MOVERS

Company

ACC
Ambuja Cem.
Axis Bank
BHEL
BPCL
Bajaj Auto
Bharti Airtel
Cairn India
Cipla
Coal India
DLF
Dr Reddy`s Labs
GAIL (India)
Grasim Inds
HDFC
HCL Technologies
HDFC Bank
Hero Motocorp
Hind. Unilever
Hindalco Inds.
IDFC
ICICI Bank
ITC
Infosys
JP Associates
Jindal Steel
Kotak Mah. Bank
Larsen & Toubro
M&M
Maruti Suzuki
NTPC
ONGC
Power Grid Corpn
Punjab Natl.Bank
Ranbaxy Labs.
Rel. Comm.
Reliance Inds.
Reliance Infra.
Reliance Power
SAIL
Sesa Goa
Siemens
St Bk of India
Sterlite Inds.
Sun Pharma.Inds.
TCS
Tata Motors
Tata Power Co.
Tata Steel
Wipro
Company

Close (Rs) Chg (Rs) Chg (%)

1,389.30
4.70
178.20
1.20
1,134.50
7.30
261.95
0.55
598.75 20.65
1,701.70 52.25
350.10 -3.90
382.35
9.60
352.40
0.15
333.30
0.00
232.85 -3.15
1,638.55 16.85
389.15 -2.60
2,826.30 -38.15
697.15
0.25
463.45 -3.75
522.55 14.10
1,993.85 -4.35
393.35
4.80
159.10 -1.70
137.80 -0.70
939.80 19.35
203.90 -0.55
2,809.90 40.75
78.80
1.55
603.30 21.95
551.15 17.95
1,355.25 -12.25
702.05 15.10
1,270.00
3.50
180.00
2.75
281.30 -1.90
108.80
1.10
1,000.55 19.85
451.85 -2.30
95.10
2.10
853.85 -4.55
592.85
2.10
107.05
5.20
108.90
3.90
229.30
2.65
801.15 16.05
2,184.00
6.25
130.10
5.90
542.75 -7.95
1,228.60
8.95
257.30
6.70
111.45
3.45
452.15
1.50
445.60 11.00

ADR PRICES

Cognizant Tech
Dr Reddys Lab
HDFC Bank
ICICI Bank
Infosys Tech
MTNL
Patni Computer
Rediff.com
Satyam Infoway
Tata Motors
Wipro
* Over prev close

Close ($)

70.75
32.76
33.45
37.72
55.73
1.14
19.00
7.56
4.38
25.39
11.17

Chg

0.34
0.68
0.65
0.21
3.57
3.17
-1.10
2.58
0.04
0.00
-1.33
1.04
-0.66
-1.33
0.04
-0.80
2.77
-0.22
1.24
-1.06
-0.51
2.10
-0.27
1.47
2.01
3.78
3.37
-0.90
2.20
0.28
1.55
-0.67
1.02
2.02
-0.51
2.26
-0.53
0.36
5.11
3.71
1.17
2.04
0.29
4.75
-1.44
0.73
2.67
3.19
0.33
2.53

Chg (%)

-1.26
-1.75
-0.29
-0.88
0.08
0.24
0.04
0.11
-0.28
-0.50
0.02
1.79
0.14
0.74
0.02
0.27
0.02
0.46
-0.04
-0.16
-0.18
-1.59
As on Feb 08, 12

15

STOCK REPORT
Client Name

Buy/Sell

Rel Ind Infra

A K G Securities And Consultancy Ltd

Buy

Rel Ind Infra

Tulip Tele

A K G Securities And Consultancy Ltd

Sterl Holidy

Borosil Glas

KIC Metaliks

KIC Metaliks
Karma Inds

Karma Inds

Karma Inds

Solid Stone

Solid Stone

Cubical Fin

Maximaa Sys

Regency Trus

170153

522.02

8.88

170153

522.31

8.89

110.00

8.10

Crosseas Capital Services Private Ltd

Sell

136515

522.53

7.13

Vakrangee Holdings Private Ltd

JSW Holdings

Amt(CR)

736364

Vakrangee

JSW Holdings

Price(Rs)

Sell

Crosseas Capital Services Private Ltd

Vakrangee

Sell

Quantity

Macquarie Bank Ltd

Rel Ind Infra


Rel Ind Infra

Dinesh Birdilal Nandwana

Buy
Buy

136515
150000

523.26
435.00

6.53

Sell

150000

A K G Securities And Consultancy Ltd

Buy

60728

938.22

5.70

Borosil Glass Works Ltd Buy Back

Buy

29640

850.00

2.52

A K G Securities And Consultancy Ltd

R Mohan

Sell

60728

435.00

7.14

938.43

5.70

Sell

400000

Premier Capital & Securities Private Ltd

Sell

94575

150.21

1.42

Robust Transportation Private Ltd

Buy

200000

52.88

1.06

Kamal Kumar Dugar And Co

Stylecheck Garments Private Ltd

Stylecheck Garments Private Ltd

G K K Capital Markets Pvt Ltd

Jaroli Vincom Pvt Ltd

Ajaya Agarwal

Laxman Raju Bhandare

Buy

Sell

Buy

Sell

Buy

Buy

Sell

89946

180230

180832

125000

125000

125000

445740

100.00

6.53

150.06
52.86

52.60

56.00

56.00

39.70

10.32

4.00

1.35

0.95

0.95

0.70

0.70

0.50

0.46

Gulshan Rai Chanana Huf

Sell

100000

45.55

0.46

Dazzel Conf

Brijesh Ashokbhai Halari

Buy

890495

4.35

0.39

Harita Seat

Yogeshkumar Rasiklal Doshi

Buy

32480

101.77

0.33

Cupid Trade

Pravinbhai Mohanbhai Kheni

Sell

20000

164.35

0.33

Regency Trus

Regency Trus
Cupid Trade
S V Elect

S V Elect

Mukand Engg

Mukand Engg

Arneja & Co(Prop)

Fagania Mahendra Sagarmal

Hindva Estate Private Ltd

Dipakkumar Madhusudan Sheth


Jinal Apurva Rawal

Rakesh Gupta

Vidyut Corporation

Buy

Sell

Buy

100000
76875

20098

Sell

313685

Buy

108492

Buy

Sell

313185

45.55
47.78

164.35
9.25

9.25

26.65

108492

26.65

221250

10.10

0.46
0.37

0.33

0.29

0.29

0.29

0.29

Marsons

Jagdish Ramkumar Bansal

Buy

221250

Pasupati Fin

Amit Krishnakant Thakker

Buy

60010

32.70

0.20

Sumnex Mercantile Private Ltd

Buy

30100

58.90

0.18

Marsons

Pasupati Fin
Essen Suppl

Addi Ind

Jagdish Chander Bansal And Sons Huf


Pasupati Olefin Ltd

Yamunotri Financial P.Ltd

Sell

Sell

Sell

58639

390000

10.10

32.53
3.87

Addi Ind

Alkyone Realtors Private Ltd

Buy

390000

3.87

Kanco Enter

Umang Kanoria Huf

Sell

487350

2.72

Kanco Enter

Pasupati Fin

Umang Kanoria

Pushpa Agarwal

Buy
Buy

487350

40000

2.72

32.52

0.22

0.22
0.19

0.15

0.15

0.13

0.13

0.13

Krishna Deep

Money Managers

Sell

25000

48.20

0.12

GFL Fin

Chirag Dineshkumar Shah

Buy

32985

34.76

0.11

GFL Fin

Anuj Nagpal

Safal Securitie
Safal Securitie
SB & T Intl

16

BULK DEALS

BSE
Company

Chandra Prab

Chandra Prab

Bharat Dalsukhrai Kamdar


Ambusinh Punjaji Gol

India Max Investment Fund Ltd

Dinesh Kumar Modi

Sanjay Kumar Pila

Buy
Sell

Sell

85080

82640

13.71

30000

34.75

50000

18.74

Sell

100000

Buy

50000

Sell

13.70

9.75

18.74

0.12

0.11

0.10

0.10

0.09

0.09

BULK DEALS

NSE
Company

Client Name

Buy/Sell

ICICI Bank

Goldman Sachs Investments Mauritius I Ltd

Buy

ICICI Bank

IFCI

IFCI

IVRCL

Tulip Tele

Tide Water

IVRCL

IVRCL

Tide Water

Allamanda Investments Pte Ltd

Adroit Share & Stock Broker Pvt. Ltd

Adroit Share & Stock Broker Pvt. Ltd

Icici Prudential Life Insurance Company Ltd

Macquarie Bank Ltd

Maryada Barter Pvt Ltd

Arcadia Share & Stock Brokers Private Ltd

Arcadia Share & Stock Brokers Private Ltd

Sell

Buy

7996.62

9.21

Sell

1459200

55.78

Sell

136955

Buy

385241

178.58

6.88

Buy

102830

437.46

4.50

Buy

Shree Naman Securities & Finance Pvt. Ltd

Sell

Technofab

Technofab

GTC

QUARTERLY
RESULTS

ADC India
Alfa Transfr
Andhra Petro
FEBRUARY 10 Arman Fin
Ashish Polyp
BS 200
Bafna Pharma
Aurob Pharma
BF Invest
BF Utilities
Bharati Ship
Bombay Rayon
Bheema Cem
BPCL
BLB
DLF
Borax Morar
Essar Oil
BS Transcomm
G E Shipping
Cimmco
IDFC
Cinemax I
JSW Steel
Conart Engg
MTNL
CSS Technrgy
Pantloon Rt
Cubex Tubing
Reliance Cap
Dalmia Bhart
Reliance Com
Daulat Sec.
Shriram TrFn
Dharamsi Mor
Sun TV Net
Dharani Sug
Tata Chem
Elder Pharma
Tata Power
Eros Intl M
Group A
Fact Enterp
Apollo Hosp
Farmax India
Britannia
Gammon Infra
MMTC
Ganesh Ecosp
Neyveli Lign
Pipavav Defence Gokak Text
Guj Apollo
Group B
Halonix
Aarey Drugs
Aastha Broadcas Hath Cable
Hella India
Acropet Tech

Sarla Gupta

Pragmatic Traders Pvt. Ltd

Hilton Metal
Himadri Chem
Hind Comp
Hotel Leela
India Stel W
Indo Count
Indowind En
Inventure Growt
JCT
Jindal Poly
JK Agri Gen
JL Morison
JMD Telefilm
Kalpena Inds
Kanishk Stl
KBS India
Kiran Print
Kwality Dry
Lovable Lngr
MCS
Melstar Info
Minolta Fin.
Mukesh Babu
N R Agarwal
Nandan Exim
NCC Finance
Nectar Life
Neuland Lab
Nimbus Proj
Nitin Fire
Nutech Glob
OMDC

Buy

Sell

Buy

Escorts Opportunities Fund

Sell

FORTHCOMING BOARD MEETINGS


Panacea Bio
Pankaj Poly
Pantaloon R
Paras Petro
Parekh Alum
Pentamedia G
Photoquip
Pondy Oxides
Pranav.Spin
PSM Spg Mill
Pudumjee Ind
Pudumjee Plp
Puravankara
Rainbow Pprs
Rajapal Mill
Rama Petro
Rcl Foods
Religar Tech
Religare Enter
Resurgr Mine
SA Enter
Sanblue Corp
Shimoga Tech
Shri Keshav
Simbhaoli S
Spice Islan
SS Duncan
Stelco Strip
Ster Green W
Summit Sec
Sundaram Cly
Suraj Ltd

Swiss Glass
Syschem (I)
Thiru Aroor
Thirumala Ch
Titagrh Wgns
Trigyn Tech
TV Today
Uflex
Vijay Shan
Vintage Secu
Vipul Dye
Virat Ind
Vision Corpo
Wanbury
Windsor Mach
Yash Man
Zandu Realty
Group T
Archidply I
Bemco Hydrau
CHL
Cinerad Comm
Dazzel Conf
Dharani Fin
Duro Pack
Emami Infra
Emergent Energy
Euro Finmart
First Custod
Ginni Fila
Guj Raffia
Gupta Ca.Int

12.46

12.31

11512

Lovable Lngr

Savi Portfolio Management Service P Ltd

33.56

33.55

1472.36

10.68

Sell

Lumax Ind

3667013

924.05

55.75

Cpr Capital Services Ltd

Shree Naman Securities & Finance Pvt. Ltd

597.44

1915721

Orchid Chem

Lovable Lngr

924.00

Sell

Sell

Buy

Cpr Capital Services Ltd

6465783

3715013

Crosseas Capital Services Pvt. Ltd

Orchid Chem

Rel Ind Infra

Amt(CR)

Buy

Sell

Crosseas Capital Services Pvt. Ltd

Price(Rs)

15933717

Vsb Investments P.Ltd

Rel Ind Infra

Quantity

Sell

IDream Film
Indus Fin
Integ Fin
JD Orgochem
Kadvani Sec
Kovai Medicl
Margo Fin
Morepen
NCL Research
Nihar Info
Phoenix Int
Premier Syn
Ramsons Pro
Saboo Sodium
Sigrun Hold
Soma Text
Sonal Adhes
Spectrum Foods
Swarnsarita Gem
TRC Finan
VSF Projects
Vybra Auto
Woolite Merc
FEBRUARY 11
BS 200
Adi Bir Nuvo
Bajaj Hind
Oil India
Suzlon Energy
Group A
Emami

839660

1464827

110.01
55.74

9500

8000.00

136955

521.89

377241
93312

50000

100000

100000
144643

Group B
Adhunik Mtlk
Almondz Glb
Alps Ind
Amit Spg
Arih Superst
Balkrishna I
Cable Corpn
CMM Hospital
Competnt Ato
Consoildtd C
Cosboard Ind
Crew BOS
D B Realty
DCM
DQ Entertn
Dynmic Prdct
Eurotex Ind
FIEM Inds
Ganesh Hsg
Gmetcoal Met
Hazoor Mul
High Energy
Indergri Fin
ISGEC Heavy
JHS Svendga
JK Cement
Jolly Boards
JVL Agro
Kanoria Chem
Karuturi Glb

523.16

178.22
436.44

385.00

138.50

138.50
34.63

Kew Inds
Kopran
Krebs Bio
Linc Pen
LML
Machino Plst
Maha Poly
Medicam Bio
Money Matte
Parabolic Dg
Paramnt Com
Patspin I
Quadrant Tel
Rajoo Engg
Ramkrshn Frg
Rasandk Engg
Remsons Ind
RLF
Rupa & Co
Shilchar Tec
Sirpur Paper
Sunil Hitech
Surya Pharma
Techno Elct
Texmo Pipes
Tirupati Ink
Unity Infra
UV Der Horst
Vaarad Vent
Vama Inds
Vardhman Ply

9.24

8.16

8.14

7.60

7.16
7.15
6.72
4.07

1.93

1.39

1.39
0.50

Vardhmn Hold
Vas Infra
Vaswani Inds
Vippy Spinp
Vipul Ltd
Yashraj Cont
Zenith Exp
Group T
Bagadia Clr
Galada Power
Hind Syntex
Longview Tea
Ocean Agro
Parentrl Drg
Prec Cont
Sinnar Bidi
Solix Techno
Starcom
Suryamba Spg
Synthiko Foils
Vital Comm
Group Z
Mefcom Agro
FEBRUARY 12
Group B
IFGL Refract
PI Ind
Prakash Constro
Group T
Dinesh Allor
Universl Str

17

STOCK REPORT
(Rs crore)
Company

18

Quarter
Ended

Net
Sales

MINING
Coal India
Sep 11 13148.08
NMDC
Dec 11 2821.95
Sesa Goa
Dec 11 2617.08
GMDC
Dec 11
383.96
Guj NRE Coke
Sep 11
270.04
MOIL
Dec 11
239.54
20 Microns
Dec 11
63.23
Total
19543.88
OIL & GAS
ONGC
Dec 11 18517.13
Oil India
Sep 11 3357.13
Castrol
Sep 11
674.10
Tide Water
Dec 11
226.78
Total
22775.14
OIL EXPLORATION
Cairn India
Dec 11 3096.76
Aban Offsh
Dec 11
865.87
Dredgng Corp
Sep 11
119.40
Hind Oil
Dec 11
32.70
Total
4114.73
PACKAGING - OTHERS
Uflex
Sep 11 1097.21
Bilcare
Sep 11
876.80
Everst Kant
Dec 11
145.12
Total
2119.13
PACKAGING - POLYS/BOPP FILM
Jindal Poly
Sep 11
604.89
Polyplex Crp
Sep 11
586.31
Max India
Sep 11
187.37
Total
1378.57
PAINTS
Asian Paints
Dec 11 2560.53
Berger Paint
Dec 11
701.04
AKZO India
Sep 11
303.89
Total
3565.46
PAPER
JK Paper
Dec 11
327.36
AP Paper
Dec 11
194.01
Rainbow Pprs
Sep 11
113.28
Total
634.65
PESTICIDES
United Phos
Dec 11 1928.80
Bayer CropSn
Dec 11
499.17
Rallis
Dec 11
309.75
Insectcides
Sep 11
209.71
Total
2947.43
PHARMACEUTICAL
Dr Reddys
Dec 11 2769.19
Sun Pharma
Sep 11 1894.60
Lupin
Dec 11 1818.93
Cipla
Sep 11 1778.02
Ranbaxy Labs
Sep 11 1425.06
Cadila Healt
Dec 11 1383.22
Wockhardt
Sep 11 1110.53
Jubilant Lif
Dec 11 1088.49
Aurob Pharma
Sep 11 1075.30
Glenmark
Dec 11 1031.32
Strides Arcb
Sep 11
779.73
Torrent Phar
Dec 11
696.59
Ipca Lab
Dec 11
614.83
GSK Pharma
Sep 11
614.62
Piramal Hlth
Dec 11
558.70
Biocon
Dec 11
518.51
Orchid Chem
Dec 11
470.78
Divis Lab
Dec 11
417.42

%
chg

Net
Profit

%
chg

BS TOP 500

OPM TTM P/E


(%) (Times)

18.43 2593.11 73.51 32.65


7.66 1858.81 22.45 98.73
16.31 691.52 -35.09 40.01
6.54 112.46 10.82 47.62
10.87
8.04 -18.95 25.99
-5.39 101.50 -18.79 66.49
7.30
0.95 -30.66 11.45
15.71 5366.39 24.35 43.72

-10.99 6741.41 -4.83 81.82


36.07 1138.52 24.29 68.59
4.84
95.10 -18.65 21.85
18.31
15.45 8.27 11.13
-5.52 7990.48 -1.72 77.39

0.01 2261.93 12.53 89.87


11.30
73.15 17.95 58.74
-7.23
9.80 239.10 27.73
-65.71
4.81 -76.27 76.67
0.40 2349.69 12.14 81.41
27.95
88.28
-27.22
39.18

57.33 -71.72 13.58


39.85 -14.36 13.19
-22.24
74.94 -72.51 12.00

22.45
9.63
6.59
12.70
11.74
9.92
14.71
14.97

10.87
8.97
23.79
9.78
10.85
8.64
5.83
24.67
31.85
8.71

1.70
3.70
11.22
2.55

-12.00
-3.22
72.61
-1.65

49.06 -72.71 15.07


62.40 -48.74 15.88
-10.37
101.09 -64.22 13.32

4.30
10.29
28.98
9.88

7.42 -70.45 9.99


8.36
-21.43
- 6.62
9.98 -13.97 22.23 16.01
-4.03
- 11.14 227.73

21.95
27.45
25.79
23.32

54.75
-6.06
14.20
26.96
33.12
45.86
42.30
21.54
8.79
21.31
18.70
18.13
25.43
-3.35
37.71
84.50
20.96
31.84
4.30
37.98
1.47
5.49
32.53

2.43
0.61
4.42

256.86
44.92
26.31
328.09

16.58 16.03
21.70 11.04
-27.96 12.63
11.69 14.75

31.28
21.40
16.48
27.77

112.42
26.70
11.13
16.38
166.63

34.52 17.43
-24.94 9.67
-66.96 8.40
26.78 11.53
0.53 14.75

12.07
21.66
24.83
13.21
15.33

512.96
597.74
235.06
308.97
-439.20
149.21
127.58
-78.39
-80.16
46.12
46.47
83.18
63.93
145.86
8.52
84.85
-10.12
122.55

87.80
18.68
4.92
17.47
-7.90
-46.70
34.38
8.15
-0.03
-7.57
-85.88
-15.79
20.66

32.06
39.63
20.41
25.98
19.70
19.80
3.77
11.22
11.00
15.90
17.67
25.24
29.76
5.90
27.46
16.90
42.36

19.37
30.08
22.82
27.97
20.58
7.51
20.63
31.45
20.54
20.12
14.53
15.38
41.90
20.77
16.38
13.44
20.17

(Rs crore)
Company

Plethico Ph
Ind Swift Lb
Aventis Ph
Elder Pharma
Unichem Labs
Sharon Bio
Natco Pharma
Aanjaneya Life
TTK Health
Amrutanjan
Sun Pharma A
Total
PLASTICS
Jain Irrig
Kemrock Ind
Delta Corp
Total
POWER
NTPC
Tata Power
Reliance Infra
Power Grid
Torrent Pwer
JSW Energy
CESC
Neyveli Lign
Adani Power
NHPC
KSK Energy
Reliance Power
GVK Power
JP Power
SJVN
BF Utilities
Total
REFINERIES
IOC
Reliance Ind
BPCL
HPCL
Essar Oil
MRPL
Total
RETAILING
Pantloon Rt
Shopp Stp
Trent
Provogue
Total
SHIPPING
Shipping Crp
Mercator
G E Shipping
Essar Ports
Great Offsh
Total
SHIPYARD
ABG Shipyard
Bharati Ship
Pipavav Defence
Total

Quarter
Ended

Sep 11
Dec 11
Sep 11
Sep 11
Dec 11
Sep 11
Sep 11
Dec 11
Dec 11
Sep 11
Dec 11

Sep 11
Sep 11
Dec 11

Net
Sales

%
chg

Net
Profit

771.11
237.72
146.37
1155.20

20.29
40.44
418.31
37.76

11.57
15.49
15.14
42.20

89185.13
85135.00
42301.86
37104.22
13224.00
12947.39
279897.60

15.30
42.39
19.38
20.19
18.65
25.33
24.44

1017.37
781.16
678.76
271.94
200.63
2949.86

13.72
16.30
7.58
48.19
-0.30
14.25

411.95
358.80
335.00
331.50
222.63
174.36
132.98
107.58
86.72
32.37
4.51
22244.24

-0.99
38.59
15.70
28.44
14.10
54.80
57.06
19.35
12.95
24.47
26.88
9.69
3.74
15.94
62.48
12.14
8.64
4.12
15.44
3.53
-62.94 -17.90
23.71 2118.30

%
chg

OPM TTM P/E


(%) (Times)

-54.35 14.51
15.52 17.80
15.86 26.03
41.45 16.84
-4.41 17.50
49.31 12.85
7.56 24.00
74.93 24.54
5.37 8.48
12.42 18.75
-23.15 20.33

-81.34 15.62
12.57 27.99
190.04 20.82
-47.88 18.82

Dec 11 15383.39 14.49 2130.39 -10.17 24.50


Sep 11 6282.26 30.02 -1218.86
Sep 11 3950.54 64.25 495.74 190.77 20.81
Dec 11 2466.62 20.20 809.23 36.88 89.56
Dec 11 1894.45 25.65 212.76 7.70 25.90
Dec 11 1768.66 62.75 -82.67
- 13.56
Sep 11 1241.00 12.31 114.00 -26.45 23.29
Sep 11 1158.83 8.99 278.35 1.70 44.41
Dec 11 1059.45 110.79 -358.12
- 0.90
Dec 11
881.98 17.46 212.18 -29.43 65.99
Dec 11
569.65 123.09
75.54 782.48 46.04
Sep 11
487.55 189.02 235.48 0.29 78.59
Sep 11
477.38 -5.17
37.92 -11.42 37.63
Dec 11
417.70 130.39
59.52 161.40 90.50
Dec 11
368.25 -7.10 189.63 -0.98 97.28
Sep 11
12.22 42.26
1.63 -34.27 89.53
38419.93 26.99 3192.72 -41.92 26.99
Sep 11
Dec 11
Sep 11
Sep 11
Sep 11
Dec 11

Sep 11
Dec 11
Dec 11
Sep 11
Sep 11
Sep 11
Sep 11
Dec 11
Sep 11
Sep 11
Sep 11
Sep 11

1078.41
829.90
242.59
163.17
2314.07

8.77
14.28
23.06
14.44
12.47

581.61 4.70
465.20 18.87
449.83 156.08
1496.64 33.33

-7485.55
4440.00 -13.55
-3229.27
-3364.48
-166.00
109.75 -65.02
-9695.55
-

12.43 -29.29
9.34 -43.53
14.10 0.64
8.91 -8.24
44.78 -22.58

-140.60
6.68
27.31
44.98
6.49
-55.14

10.57
1.96
2.48
-

6.55
5.10
20.16
9.80
16.84
10.68
14.75
19.78
22.99
18.92
24.92

14.64
14.62
29.97
16.76

15.51
96.27
9.79
16.76
8.54
64.62
7.78
11.90
93.64
9.76
17.92
37.48
15.20
28.36
7.50
16.43

13.27
10.25
13.80
53.22

11.78 58.67
5.65 108.76
9.60 59.54
13.51
9.58
9.48 57.20

- 16.69
-87.04 18.83
-83.81 47.49
447.87 76.42
-76.90 48.35
- 32.00

48.38 -14.02 23.96


23.52 -19.59 37.58
9.41
- 23.96
81.31 -2.41 28.20

12.02
20.58
3.56
22.52

11.47
2.83
70.23
20.45

Note: Corporate Scoreboard consists of top BS-500 stocks that account for over 90 per
cent of the market value, volume and trades on the BSE and the NSE combined. For
banks, Net Sales = Interest Income minus Interest Expenses or Net Interest Income.
Data complied by BS Research Burearu