11 77 OO CC - Online Share Trading

DAILY REPORT– 20 – 17 June OCTOBER 2012 2011AILY REPORT – 17 OCTOBER 2011LY REPORT – 17 OCTOBER 2011REPORT – 17 OCTOBER 2011EPORT – 17 OCTOBER 2011PORT – 17 OCTOBER 2011ORT – 17 OCTOBER 2011RT – 17 OCTOBER 2011T – 17 OCTOBER 2011– 17 OCTOBER 201117 OCTOBER 20117 OCTOBER 2011OCTOBER 2011CTOBER 2011TOBER 2011OBER 2011BER 2011ER 2011R 2011FII Derivative Transactions (Rs. Cr)Contracts Purchase Sell Net Open Interest (OI) OI(Previous day) ChangeContract Value Contract Value Value Contract Value Contract Value Contract ValueIndex Future 68488 1665 77022 1919 -254 470186 11674 451800 11149 18386 526Index Option 1119320 28181 1087263 27338 844 1801222 45938 1770873 44815 30349 1123Stock Future 70600 1682 71489 1692 -11 964933 23257 947496 22682 17437 575Stock Option 62245 1604 65102 1685 -80.7 52951 1351 52700 1341 251 10Total 1320653 33133 1300876 32634 498 3289292 82221 3222869 79987 66423 2234BSE Index Watch Last 1 day 1 wk 1 mth 1 yrSENSEX 16,860 0.9% 0.0% 4.4% -3.7%MIDCAP 5,905 0.2% -1.8% 0.70% -10.5%SMLCAP 6,307 0.0% -0.8% 0.8% -20.3%AUTO 9,177 0.2% -1.3% -0.6% 11.2%BANKEX 11,282 0.5% -3.4% 5.2% -5.7%Capital Goods 9,480 0.6% -0.2% 8.7% -26.8%FMCG 4,833 1.6% 2.20% 2.9% 27.7%Health Care 6,609 1.1% 1.4% -0.1% 7.1%IT 5,712 -0.1% 1.0% 3.6% 0.7%METAL 10,305 0.1% -1.0% 2.3% -27.0%Oil & Gas 7,921 2.1% 1.9% 6.11% -8.6%Power 1,842 0.1% -2.9% 3.4% -26.0%Realty 1,580 0.1% -5.2% 1.5% -21.7%Market Breadth BSE NSEAdvance 1350 48% 709 46%Decline 1321 47% 733 48%Unchanged 135 5% 84 6%Market Turnover 19-Jun 18-Jun Var (%)BSE Cash 1866 1645 13.4%NSE Cash 9081 9752 -6.9%NSE Futures 27530 30469 -9.6%NSE Options 124953 161124 -22.4%Total (Rs. Cr) 163430 202990 -19.5%Index PE - TTM 19-Jun Yr. High Yr. LowSensex 16.50 20.17 15.67Nifty 16.93 21.12 16.28Support/ Resistance Nifty SensexSupport 5070 167405030 16600Resistance 5130 16960Volatility Index 19-Jun 18-JunVolatility Index 21.4 22.6Top 5 Nifty Gainers 19-Jun 18-Jun Var(%)AMBUJACEM 173 167 4.02%GAIL 336 327 2.67%RELIANCE 737 719 2.58%ITC 249 243 2.55%SIEMENS 698 681 2.41%Top 5 Nifty Losers 19-Jun 18-Jun Var(%)SESAGOA 177 183 -2.93%STER 94 96 -1.62%PNB 749 760 -1.42%TATAPOWER 91 92 -1.41%INFY 2477 2512 -1.38%CORPORATEJSPL may exit race to buy Australian coal company RocklandsJSPL is likely to exit from a three-year long takeover tussle forlisted Australian coal explorer Rocklands Richfield, following anaggressive bid by China's Linyi Mining Group which has swungthe support of Rocklands senior management to the Chineseoffer. (ET)BHEL commissions 500-mw unit at NTPC's Vindhyachal projectBHEL commissioned the eleventh 500-mw unit at NTPC'sVindhyachal super thermal power project in Madhya Pradesh.With this, 12 mn units of electricity will be added to the gridevery day. The main plant package contract for VindhyachalSTPP stage-IV was placed on BHEL by NTPC and this is the fifth500 mw unit that BHEL has commissioned for NTPC during thepast three months. (ET)GVK Power eyes $500-$600 mn unit stake sale: SourceGVK Power and Infrastructure is seeking to raise $500 mn to$600 mn by selling a stake in its Singapore arm and is in talkswith Gov of Singapore Investment Corp for a potential deal. TheIndian developer of airports, power projects, roads and mineswill sell a minority stake in GVK Coal Developers (Singapore) PteLtd, adding that a deal may be a precursor to a Singapore listingof the unit that holds coal assets in Australia. (ET)ONGC, CNPC sign agreement to jointly explore oil and gasONGC signed a MoU with China National Petroleum Corp forjointly purusing exploration and production opportunities inthird countries, official sources said. China has doled out loansand infrastructure project fundings to African and Central Asiancountries to clinche more oil and gas deals than India. (ET)BHEL to set up fabrication unit in BhandaraBHEL is setting up a fabrication unit at a cost of Rs 1,000 cr & aPhotovoltaic manufacturing plant with Rs 3,000- cr investmentnear Sakoli in adjoining Bhandara district. (ET)Sesa shareholders cast vote on restructuring, result next weekShareholders of Sesa Goa cast votes on the proposed merger ofSterlite Industries and other group companies of VedantaResources with itself and the result will be known on June25. The merger, which is aimed at simplifying the Vedantagroup's structure and cutting costs, requires approval of 75% ormore shareholders to become effective. (ET)Sterlite Tech raises Rs 2,200-cr debt for grid projectsSterlite Technologies has secured Rs 2,200 cr debt for two gridprojects. The debt syndication has SBI as the lead participant.The projects are to be executed by Sterlite Technologies’ whollyowned subsidiaries Bhopal-Dhule Transmission Company Ltd(BDTCL) and Jabalpur Transmission Company Ltd (JTCL). TheJTCL project will connect Dharamjaygarh-Jabalpur-Bina and bethe first private sector developed double circuit line. (BL)

DAILY REPORT– 20 – 17 June OCTOBER 2012 2011AILY REPORT – 17 OCTOBER 2011LY REPORT – 17 OCTOBER 2011REPORT – 17 OCTOBER 2011EPORT – 17 OCTOBER 2011PORT – 17 OCTOBER 2011ORT – 17 OCTOBER 2011RT – 17 OCTOBER 2011T – 17 OCTOBER 2011– 17 OCTOBER 201117 OCTOBER 20117 OCTOBER 2011OCTOBER 2011CTOBER 2011TOBER 2011OBER 2011BER 2011ER 2011R 2011Currency Exchange Rate 19-Jun 18-Jun Var(%)Rs./$ rate 55.97 55.92 0.09%Rs./ Euro 70.61 70.71 -0.15%Rs./Chinese Yuan 8.81 8.81 0.00%Yen /$ rate 78.84 78.95 -0.14%$ US/Euro 1.27 1.27 -0.06%Dollar Index 19-Jun 18-Jun Var(%)Dollar Index 81.45 81.38 0.08%NSE USD Futures 19-Jun 18-Jun Var (%)June Expiry (Rs./$) 56.06 56.02 0.07%July Expiry (Rs./$) 56.31 56.26 0.09%Total Turnover (Rs. Crore) 12538 16493 -24.0%Global Index NSE UK Var (%)FTSE 100 5,505 5,586 -1.46%10 year G-Sec Yield Current PreviousUS 1.61% 1.62%Japan 0.82% 0.82%India 8.11% 8.17%UK 1.72% 1.66%Libor 3 Mths 0.47% 0.47%India Economic Data Current Previous Var(%)Forex Reserve US $ in bn 287.38 285.86 0.53%Inflation 7.55% 7.23% 32 bpsIndia GDP Q4FY12 Q3FY12 FY12Growth 5.3% 6.1% 6.5%Monetary Policy Current Previous ChangeRepo Rate 8.00% 8.00% UnchReverse Repo Rate 7.00% 7.00% UnchCRR 4.75% 4.75% UnchNet Liquidity Position (Rs Bn) -1325.7 -999.55 -326.1Index of Industrial ProductionGrowth -% Apr-12 Apr-11Apr- MarFY13IIP 0.1 5.2 0.1Mining -3.1 1.6 -3.1Manufacturing 0.1 5.7 0.1Electricity 4.6 6.4 4.6US Economy Data Current PreviousInflation (%) 1.7% 2.3%Unemployment (%) 8.2% 8.6%Interest Rate (%) Current PreviousFed Rate 0.0%-0.25% 0.0%-0.25%ECB rate 1.25% 1.00%US GDP Q1CY12 Q4CY11Growth(QoQ Annualised) 1.9% 2.2%China Economy Data Current PreviousGDP 8.1% 8.9%Inflation (%) 3.0% 3.4%ScheduleIndian GDP DataIndian Inflation DataIndian Monetary PolicyIndia’s Industrial Production (IIP)US Inflation DataUS GDPChina GDPChina InflationDate31 st AugTo be announced31 st July12 th JulyTo be announced28 th June13 th July9 th JulyNALCO issues tender to export 8,000 ton of aluminiumNALCO has issued a tender to export 8,000 tons of aluminiumingots, Ansuman Das said. The last date for submission of bidsis June 22. The metal will be shipped in eight batches of 1,000tonnes each from July to Feb, Das said. (ET)Maruti starts looking for second land parcel in GujMaruti sought for more land from the state government forphase two of the project. It has been allotted 700 acres of landat the site located around 100 km from Ahmedabad. (BS)Mahindra Satyam opens delivery centre in N. AmericaMahindra Satyam announced the opening of its new deliverycentre in Fargo, North Dakota, US. The company intends todevelop Fargo as a near-shore delivery location, offeringinnovative solutions in business processes and infrastructuremanagement services sector and IT services. (BL)HCL Infosystems to launch 3G tablet PC in AugHCL Infosystems will launch a 3G tablet PC in August this yearfor around Rs 18,000. “The code name of the product is Y2 andit will be launched in August,” VP said. (BL)SBI has increased agricultural advances in Northeast IndiaSBI has increased its agriculture advances in Northeast Indiafrom Rs 1272 Cr in 2009-10 to Rs 1745 Cr. (ET)GMR allots Rs 100-cr NCDs to ICICI BankGMR said its Board has allotted 1,000 secured NCDs to ICICIBank aggregating to Rs 100 cr. "...the debenture allotmentcommittee of the Board of Directors of the Company hasallotted 1,000 secured NCD of face value of Rs 10 lakh each,aggregating to Rs 100 cr to ICICI Bank on June 19," GMR said.(ET)ECONOMYPM assures investors of stable, transparent policiesPM has promised transparent and stable policies to create alevel playing field for domestic as well as international investorsand said the government will take tough decisions such ascontrolling subsidies to rein in fiscal deficit. (ET)Advance tax collections rise 4.9% to Rs 33,089 crAdvance tax payments by India Inc grew by a meagre 4.9% inthe three months to June, reflecting crimping growth andsuggesting muted corporate profits in the days ahead.Preliminary data released by the finance ministry thatcompanies paid Rs 33,089 cr as advance tax in the first quarterof the fiscal, compared with Rs 31,631.3 cr in the year-agoperiod. (ET)Govt must cut spending: RBI chiefIndian government must reduce spending and not just raisetaxes for fiscal consolidation, the RBI’s Governor said. He saidraising taxes was not the same as reducing the fiscal deficit andadded it was important to look at the quality of fiscalconsolidation. (BS)FDI declines 41% to $1.8 bn in AprilReflecting slowdown in the economy and erosion of investorconfidence, FDI in India has declined by 41% to $1.85 bn inApril. The country had attracted FDI worth $3.12 bn in April,2011. The decline in FDI comes at a time when India's economicgrowth slipped to 9-year low of 6.5% in 2011-12. The growth inthe Jan-Mar quarter was merely 5.3%. (BS)

DAILY REPORT– 20 – 17 June OCTOBER 2012 2011AILY REPORT – 17 OCTOBER 2011LY REPORT – 17 OCTOBER 2011REPORT – 17 OCTOBER 2011EPORT – 17 OCTOBER 2011PORT – 17 OCTOBER 2011ORT – 17 OCTOBER 2011RT – 17 OCTOBER 2011T – 17 OCTOBER 2011– 17 OCTOBER 201117 OCTOBER 20117 OCTOBER 2011OCTOBER 2011CTOBER 2011TOBER 2011OBER 2011BER 2011ER 2011R 2011ADR Price MovementCompany Price Volume Previous Volume Change No. of Share ADR Price BSE Variance(US$) Day Price (%) Per ADR (Rs.) Price (%)Infosys Tech 44.25 2201052 44.52 1820603 -0.61% 1 2476.67 2477.00 -0.01%MTNL 0.81 11200 0.81 68677 -0.35% 2 22.53 22.50 0.12%Tata Motors 21.85 1747058 21.56 1082750 1.35% 5 244.59 238.15 2.70%Tata Comm. 7.26 36829 7.44 16909 -2.42% 2 203.17 202.50 0.33%Wipro 9.09 465093 8.92 231252 1.91% 1 508.77 399.55 27.34%Dr. Reddy's 27.68 137978 27.41 228037 0.99% 1 1549.25 1546.75 0.16%ICICI Bank 30.06 2020825 29.31 1629600 2.56% 2 841.23 826.80 1.75%HDFC Bank 30.83 670284 30.30 701083 1.75% 3 575.19 536.45 7.22%Sterlite 7.00 966494 6.99 981167 0.14% 4 97.95 94.05 4.14%GDR's (US$)Prices Previous Change VarianceL&T 23.95 23.18 0.77 3.32%RIL 26.34 25.78 0.56 2.17%SBI 76.30 76.00 0.30 0.39%Sector Price Earning DetailSectors - Last FridayTTM*Auto 19.64Auto Ancillary 16.79Banking 9.70Engineering 16.65Cement 17.59Diamonds & Jewellery 16.52Entertain.Cont.Prov.Entertain.Elec.Media 31.52Hotels 79.53Housing Finance 16.89Infrastructure & Const 17.42Logistic 17.94Metals-Aluminium 11.69Metal - Steel 11.61Oil & Gas 10.66Oil Expl. 11.37Pharma 24.60Power – Gen. Supp. 12.01Power - Transmission 6.61Information Tech. 19.39Sugar 192.58Telecom Serv. Prov. 126.72Tyres 13.58INTERNATIONALPepsiCo sees bigger hit from forex on 2012 profitPepsiCo said it sees unfavorable exchange rates hurting 2012profit more than the maker of Frito-Lay snacks, Quaker oatmealand Tropicana orange juice had previously expected. Thecompany sees foreign exchange translation hurting 2012 coreearnings by about three percentage points, based on currentforeign exchange rates. In late April, it had seen forex hurtingonly by about two percentage points. (ET)ArcelorMittal CEO mulls more steel capacity cuts in EuropeArcelorMittal is considering cutting more capacity in Europe totackle over capacity and shrinking demand in the troubled region,Lakshmi Mittal said. "Demand (in Europe) was 200 mn tonnes.Now it's 150 mn. Clearly there is a need of some capacityadjustments. ArcelorMittal is looking at it," he said. (ET)FedEx predicts slower earnings growth this yearFedEx says higher costs and slow global growth will crimp itsearnings results over the next 12 months. The world's secondlargestpackage delivery company is reporting lower results forthe fiscal fourth quarter ended in May due to a charge for retiringsome planes. FedEx earned $550 mn, or $1.73 per share, in thelast quarter, compared with $558 mn, or $1.75 per share, a yearearlier. Revenue rose to $11 bn from $10.55 bn.(ET)Citroen plans C4 models to target emerging marketsPSA's Citroen brand plans to launch two new versions of its C4model to cater to emerging markets and to help reduce thestruggling French car group's dependence on flagging WesternEuropean demand. Citroen unveiled a cheaper sedan version ofits C4 model, called the C-Elysee and destined for China, centralEurope and the Mediterranean basin. (ET)Ryanair makes cash bid for Aer LingusRyanair said it planned to make a 694 mn euro ($880 mn) cashbid for Aer Lingus in a fresh attempt to gain control of its Irishrival. Ryanair would offer 1.30 euros per share for Aer Lingus, inwhich it already owns a 29.8% stake. The main obstacle to atakeover would be the European Commission, which investigatedan earlier bid and decided to prohibit it in June 2007. (ET)

DAILY REPORT– 20 – 17 June OCTOBER 2012 2011AILY REPORT – 17 OCTOBER 2011LY REPORT – 17 OCTOBER 2011REPORT – 17 OCTOBER 2011EPORT – 17 OCTOBER 2011PORT – 17 OCTOBER 2011ORT – 17 OCTOBER 2011RT – 17 OCTOBER 2011T – 17 OCTOBER 2011– 17 OCTOBER 201117 OCTOBER 20117 OCTOBER 2011OCTOBER 2011CTOBER 2011TOBER 2011OBER 2011BER 2011ER 2011R 2011Season Event UpdateCompany Name Record Date PurposeEz-Comm Trade 21/06/2012 Reduction of Capital8K Miles 25/06/2012 2:3 Bonus Issue of Equity SharesCompany Name Board Meeting Date PurposeUrja Global 20/06/2012 Preferential IssueAlphageo (India) 25/06/2012 Preferential IssueOmnitech Info. 02/11/2012 Issue of WarrantsNOTESSecurities in ban period for 20 th June, 2012- F&O segmentABANABGSHIPCOREEDUTECSUZLONJETAIRWAYSORCHIDCHEM

DAILY REPORT– 20 – 17 June OCTOBER 2012 2011AILY REPORT – 17 OCTOBER 2011LY REPORT – 17 OCTOBER 2011REPORT – 17 OCTOBER 2011EPORT – 17 OCTOBER 2011PORT – 17 OCTOBER 2011ORT – 17 OCTOBER 2011RT – 17 OCTOBER 2011T – 17 OCTOBER 2011– 17 OCTOBER 201117 OCTOBER 20117 OCTOBER 2011OCTOBER 2011CTOBER 2011TOBER 2011OBER 2011BER 2011ER 2011R 2011BULK DEALBSEScrip Code Scrip Name Client Name Deal Quantity Price590114 Arunjyoti Enterprises ANUPAM NARAIN GUPTA S 26000 18.12506027 Bhoruka Alum HITEN CHANDRAKANTBHAI PARMAR S 275588 2.13500067 Blue Star EQUINOX PARTNERS LP S 947321 175500067 Blue Star SAIF INDIA IV FII HOLDINGS LIMITED B 958714 174.93531820 Finalysis Cred DHARMENDRA HARILAL BHOJAK B 50094 57.95526598 Gujarat Narm Fly KAILASH FICOM LIMITED B 75000 45.03532659 IDFC MACQUARIE BANK LIMITED S 8000000 127.55511682 IFL Promoters NORTH INDIA SECURITIES PVT LTD S 50001 5.52514312 Jaihind Syn DINESH JAYNTALAL DOSHI B 43075 14.55506128 Krishna Deep ALOK FINANCE PVT. LTD. B 60000 42.25511638 Madhur Capital SHALIN VINITBHAI PARIKH S 50000 8.03590117 Mahaveer Infoway SANGITA SANDEEP MERCHANT B 37755 13.02506041 Mahesh Agri MURLIDHAR GANPAT JADHAV S 3500 9.72531207 Raymed Labs UTKARSH PRINTING PRESS PRIVATE LIMITED B 61999 22.3530867 Suryanagri Fin ALOK FINANCE PVT. LTD. B 22500 24.2530867 Suryanagri Fin MANISHA SANJAY AGRAWAL S 90000 24.2530867 Suryanagri Fin NIRAJ REALTORS & SHARES PVT. LTD. B 22500 24.2531499 Sybly Inds BAMPSL SECURITIES LTD B 2200100 0.53531874 Venus Power Ventures DHANA ENERGY PRIVATE LIMITED B 110000 24.26NSEScrip Code Scrip Name Client Name Deal Quantity PriceJAMNAAUTO Jamna Auto Ind Ltd CLEARWATER CAPITAL PARTNERS SINGAPORE FUND III PVT BUY LTD 250000 157.96SHRIRAMEPC Shriram EPC Limited IFCI FACTORS LTD SELL 800000 58.06SHRIRAMEPC Shriram EPC Limited INSPIRE MANGEMT CONST PVT LTD BUY 400000 58.87SHRIRAMEPC Shriram EPC Limited NISSAN MANGMT CONSULT PVT LTD BUY 400000 57.26Disclaimer:This Document has been prepared by Nirmal Bang Research (A Division of Nirmal Bang Securities Pvt. Ltd.) The information, analysisand estimates contained herein are based on Nirmal Bang Research assessment and have been obtained from sources believed to bereliable. This document is meant for the use of the intended recipient only. This document, at best, represents Nirmal Bang Researchopinion and is meant for general information only. Nirmal Bang Research, its directors, officers or employees shall not in anyway beresponsible for the contents stated herein. Nirmal Bang Research expressly disclaims any and all liabilities that may arise frominformation, errors or omissions in this connection. This document is not to be considered as an offer to sell or a solicitation to buy anysecurities. Nirmal Bang Research, its affiliates and their employees may from time to time hold positions in securities referred to herein.Nirmal Bang Research or its affiliates may from time to time solicit from or perform investment banking or other services for any companymentioned in this document.Nirmal Bang Research (Division of Nirmal Bang Securities Pvt. Ltd.)B-2, 301/302, Marathon Innova,Opp. Peninsula Corporate ParkOff. Ganpatrao Kadam MargLower Parel (W), Mumbai-400013Board No. : 91 22 3926 8000/8001Fax. : 022 3926 8010