23nov11 Smart Investor

8/3/2019 23nov11 Smart Investor

1/18

Malini Bhupta

Every now and then, analysts

come up with contradictory

reports on companies. While its

easy to broadly project where a sector

is headed, forecasting a companys

growth over the medium-term is not

easy. Perhaps, this is why fund

managers seem to get it wrong more

often than not. Titan is one suchthats divided the analyst community.

Given that the stock has run up 200

per cent over the last two years and

13 per cent in one year, some

analysts believe that the stock could

run out of steam as it is currently

trading at a forward price/earnings

multiple of 27 times.

The stocks expensive valuations

often trigger a debate among analysts

and equity strategists. However, the

long-term growth story keeps the

stock at elevated levels. But over the

last week, the stock has corrected 6.5

per cent to Rs 190.60. Citi, which has

put a sell call on the company,

forecasts a 30 per cent growth a year

both in revenues and earnings over

FY11-13, versus a 31 per cent revenue

growth and 65 per cent earnings

growth over FY09-11. The scope for

meaningful positive surprises appearslimited. Analysts at Citi believe that

sharp volatility in gold prices could

have an adverse impact on demand,

given that gold jewellery/coins

contribute 55-60 per cent of the

companys revenues and an estimated

35-40 per cent of the profit mix.

However, the good news is that

over the long-term the companys

dependence on gold jewellery will

gradually come down as share of

diamond-studded jewellery and other

newer categories like accessories and

eye-wear grow faster. In this context,

its acquisition of the 293-year old

Swiss watch brand, Favre Leuba, fits

in well with its strategy. Titan has

entered into a binding agreement

with the Swiss company to acquire

the watch brand, Favre Leuba for Rs

13.8 crore. The Swiss watch company

has a portfolio of unique and

technologically driven premium

offerings, according to Edelweiss

Financial Services.

Titan has strong expansion plans to

drive sales across all key divisions. It is

planning to open 20 new stores in two

years for jewellery, 200 new stores for

watches over four years and 150 new

stores for the eye-wear segment. Like

most consumption stocks, Titans

expensive valuations are debated, but

the premium remains given the boom

in Indias consumerism.

Q&A: Nick Cringle, Global Co-CIO, RBS Wealth Management

Stock Analysis: Suzlon-Gaining power

Stock out of F&O isnt goodfor investorsINSIDE

While some analysts worry about a high forward P/E of25x, others cheer the Favre Leuba acquisition

TITAN: BUY OR SELL?

23 November 2011, Mumbai


2/18

TALK SHOW

2

Valuations not yet attractiveThe Indian markets have been drifting lower on

account of macro-economic headwinds at the

global and domestic level. Have they fully

discounted the worst?

In CY11, MSCI India (down 21%) has

underperformed global peers like the MSCI EM

(down 17%) and MSCI World Index (down 9%)

on account of heightened risks of slowing global

economic growth, Euro-zones debt crisis,

concerns of contagion effects of the risk in the

Euro-zone.

This was combined with tempering growth

in the domestic economy and

delay in reform initiatives. Despite

being the strongest earning

growth economy among the

emerging markets, the above

factors kept external investors

guarded on Indian equities.

We expect the prevailing volatility in global

markets in a risk averse environment combined

with earning downgrades in local equities to

move in-line with the global markets, eventhough valuations appear attractive.

Consequently, if this slide in equities is not

halted by a game-changing policy response in

global as well in the local arena, then eventually

valuation will tempt in bottom fishing investors.

Are you expecting to see some respite from the

sell-off witnessed in global equities?

Recent data and policy events have not changed

our cautious view on risk assets as game-

changing policy is still not evident andvaluations are yet to reach compellingly

attractive levels. We remain cautious because of

the high level of political risk, especially in

Europe, and increasing evidence of a globally

synchronised slowdown.

In circumstances such as these, it is often the

case that markets only bottom when valuations

become compellingly attractive, or there is some

sort of positive policy hammer blow that

convincingly changes the direction of markets.

What are you advising your clients?

Heightened risks of slowing US growth, Euro-

zones policy inaction on containing the debt

crisis, growing possibilities of default in

Euro-zone states and combined with

tempering growth domestically, lead us

to believe that there will be increased

volatility in equity markets going

forward, with a downside bias. We

suggest an increase to fixed income

allocations, to benefit from the prevailing cyclical

high yields, while minimizing portfolio volatility.

What is your near-to-medium term outlook forthe Rupee and crude oil?

In the near-term, the INR will continue to be

sensitive to the changes in investor risk appetite

on the back of ongoing sovereign debt crisis in

peripheral Euro-zone economies and USD

strength. External fundamentals remain key and

will remain a drag on INR.

However, over medium-to-long term, INR has

appreciation potential on the back of relatively

strong fundamentals and improving investment

climate which would attract greater capitalinflows. We expect the INR to appreciate and

average 48.50 in Q1CY12 and 47 by Q4CY12.

Nick Cringle,Global Co-ChiefInvestmentOfficer, RBSWealthManagement

spoke to PuneetWadhwa on theoutlook of theIndian equities

Recent data andpolicy events havenot changed ourcautious view on

risk assets

Read more...

Shshank Mehta, Derivaties Strategist,Shah Investor's Home Ltd

We believe Nifty is nearing its bottom and

short covering is now overdue. Our view also

emerges from the fact that PCR (Put-Call

Ratio) is below 0.8 indicating that market is

in an oversold region and a sharp pull back is

on the cards.

Somil Mehta, Sr Technical Research Analyst(Equity), Sharekhan

The downtrend in the stock markets is likely

to continue in the short-term and medium

term. The immediate supports for the Nifty

would be 4,680 and 4,600. The broad range

for the Nifty till end-December would be

4,600-5,000.

Read more...
http://www.smartinvestor.in/chat/chatdetails.php?tpc=Derivatives%20Check&cid=5MA2kj34YvV&fr=1322022600http://www.smartinvestor.in/chat/chatdetails.php?tpc=Technical%20view%20of%20the%20markets&cid=AxU9QyuHdg3&fr=1322029800http://www.smartinvestor.in/chat/chatdetails.php?tpc=Derivatives%20Check&cid=5MA2kj34YvV&fr=1322022600http://www.smartinvestor.in/chat/chatdetails.php?tpc=Technical%20view%20of%20the%20markets&cid=AxU9QyuHdg3&fr=1322029800


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FEATURES

Jitendra Kumar Gupta

There seems no arresting to the

share price of Suzlon Energy,

which has fallen by over 40 per

cent in the last ten-odd days; it scaled

its life-time low of Rs 21.10 on Monday.

In fact, since its listing in 2005 (at an

adjusted price of Rs 138), the stock haslost almost 85 per cent of its value.

There are several reasons to its under

performance. However, the most recent

one pertains to the Streets worries over

the promoter group selling part of their

holdings in the company. "The promoter

stake sale was aimed to generate funds

to drive promoter entities which support

Suzlon's business in India - such as with

land and power evacuation facilities - to

support our rapid growth in our homemarket," says the companys

spokesperson in an email response to a

question. The markets, however, have

taken it differently. "Every time the

promoters sell stake in their company,

the stock goes through the process of

correction. At this point of time when

the company (Suzlon) is in news for

several reasons, the market is not

digesting the news and anticipating any

uncertainty that could come their way.

High debt in the company could be

another worry, says SP Tulsian of

sptulsian.com. However, things dont

seem to be as bad from a long-term

perspective, as some analysts believe

most of the adverse news is reflecting in

the stock. In my view things are

improving (for Suzlon) if you have a little

longer term view on the company,"

says Tulsian.

DEBT CONCERNS, BUT FUNDSAVAILABLE TOO

Apart from the sale of shares by the

promoters, the markets are also

concerned about Suzlons high debt

and repayment of its FCCB (foreign

currency convertible bonds), which

are due in the next year. Further,

market participants believe that the

provisions regarding the mark-to-

market (MTM) on FCCB payments

could be higher and the amount of theprovision which was treated as

contingent liability at Rs 762 (in its

September quarter results) could

actually materialise leading to

negative impact of future profits.

On the flip side, some analysts

believe meeting these obligations is

not a major worry. Thats because,

along with the Rs 830 crore of funds

raised from the Hansen stake sale,

access to cash to the tune of Rs 1,700

crore post the consolidation with

REpower (Suzlons subsidiary), likely

realisation of about Rs 1,000 crore

receivables from its long due debtor

and about Rs 400-500 crore internal

accrual (cash profit) expected over the

next four quarters, the company

would have cash worth Rs 4,000

crore to its disposal. And, these

should prove sufficient to meet its

FCCB redemption of about Rs 2,000

crore, assuming the same are not

converted into equity as well as any

MTM liabilities.

OPERATING LEVERAGE

IMPROVING

Apart from looking to repay its FCCBs,

the company is also working towards

reduce its other debt, which currently

stands at about Rs 9,000 crore. "We are

focusing closely on reducing our debt

profile - we expect to reduce our net

debt-to-equity ratio from the current

1.65 to 1.4 in this fiscal, and to 1:1 in the

next. We have taken a major step in this

direction with the sale of our stake in

Hansen Transmissions, and looking

ahead we will divest other non-core

assets," says the company spokesperson.The availability of funds (from various

sources) and operational leverage in the

form of higher capacity utilisation should

allow the company to rely less on the

working capital loans, and help in

keeping a tab on interest costs.

However, that will be achievable only if

the demand scenario continues to be

strong particularly in the European and

the US markets, which has been the

case so far. Order inflows at REpowergrew by a strong 57 per cent year-on-

year in September 2011 quarter. Suzlons

consolidated order book grew 35.3 per

cent to Rs 32,456 crore, which is almost

two times its FY11 revenue and provides

good visibility.

GROWTHOUTLOOK

Meanwhile, brokerages are expecting

decent growth in revenue in the

current and next fiscal years with

profit growth likely to be stronger led

by improvement in margins. As per a

Bank of America-Merrill Lynch report,

Suzlon is likely to report a net profit of

Rs 528 crore in the current year and

Rs 763 crore in FY13. At the current

market capitalisation of Rs 3,910 crore

(share price of Rs 22), it translates to a

price-to-earnings multiple of just 5

times, which is reasonable in the

given risk-reward equation. Unless

the demand side plays havoc, the

prospects for the company appear to

be improving.

Suzlon: Gaining powerSome analysts believe most of the adverse news is reflecting inthe stock


4/184

Sohini Sen

Markets gave up all of Tuesday's

gains and dropped in late noon

trades. The Sensex touched its

lowest in two years at 15,479. The index

managed to recover marginally to end

finally at 15,699 - down 365 points. Niftyended down 105 points at 4,706.

"The stocks markets are in a

downtrend and are likely to remain bearish

in the short-term and medium term. The

immediate support for the Nifty would be

4,680 and any further weakness from

there on could see the Nifty sliding to

4,600," said Somil Mehta, Sr Technical

Analyst (Equity), Sharekhan.

US markets slipped on Tuesday on

concerns about the worsening debt crisis inEurope where rising yields suggest the

outlook continues to deteriorate and stocks

have been tied to the European credit

market's volatility. The Dow and S&P 500

dropped 0.4% each. The US economy grew

more slowly than previously estimated in

the third quarter, but a drawing down of

stocks held by companies and firm

consumer spending suggested output would

pick up in late 2011. Following this data,

global markets tumbled. In Asia, Hang Seng

dropped 2% to 17,864. Straits, Seoul and

Taiwan markets delcind 1-3% each.

The Indian rupee saw some recovery

today on hopes that RBI may have sold

dollars to cap the slide. The rupee was

trading at 52.08 against the dollar in

afternoon trades.

Markets are likely to remain volatile

for the rest of the day as traders roll over

positions ahead of the futures and options

expiry on Thursday.

Meanwhile, the Reserve Bank of India

(RBI) has allowed foreign investors to

invest in debt instruments floated by

infrastructure debt funds (IDF) set up as

non-banking financial companies (NBFCs)

or mutual funds (MFs). The debt

instrument would include foreign currency

and rupee bonds.

The Supreme Court today ordered the

release of five top corporate executives

from Tihar Jail, raising hopes of other

accused in the case including former

Telecom Minister A Raja and DMK MP

Kanimozhi who have been in prison for

over six months.

BSE bankex shed 2.4% to 9,649.

Private banking major HDFC Bank dropped

4.2% at Rs 425 tracking weakness of its

American Depository Receipt on the New

York Stock Exchange on Tuesday. ICICI

Bank and SBI touched respective 52-week

lows and were down over 2% each.BSE metal index dropped 2% to 10,023

as China - a key consumer of aluminium

and copper - reported weak economic

data. IT shares dropped on euro zone

concerns with the BSE IT index slipping

2.5% at 5,447. Infosys expects third-

quarter revenue growth closer to the lower

end of its forecast as customers delay

decisions on large contracts. It had

forecast quarter-on-quarter revenue

growth of 3.2-4.5% for the October-

December period. The stock dropped 2.6%

at Rs 2,651.

Market heavyweight Reliance was the

biggest dragger followed by Infosys.

Together the stocks have contributed to a

90 point fall in the Sensex. Bharti Airtel

shed 3.7% Jaiprakash Associates, Larsen

& Toubro and BHEL dropped 3-5% each.

Among other stocks, SKS Microfinance

dropped to a new low on reports that

Vikram Akula may resign as executive

chairman of the company.The stock hit its

5% upper circuit of Rs 116.

MARKET REPORT

Bears strike back with a vengence

SENSEX

15,700 (2.2%)

NIFTY

4,706 (2.2%)

MARKETS TODAY (BSE)

BSE 100: 8,124 2.1%

BSE 500: 5,972 2.1%

Small-Cap: 5,9761.7%

Mid-Cap: 5,5142.0%

SECTOR WATCH

INDICES LAST % CHG

TOP LOSERS

CAPITAL GOODS 9,079 -3.0

IT 5,447 -2.5

OIL&GAS 7,955 -2.4

BANKEX 9,649 -2.4

POWER 1,867 -2.2METAL 10,024 -2.0

COMPANY TURN** LAST* % CHG

ST BK OF INDIA 483 1,655.2 -2.0

ICICI BANK 473 726.7 -2.5

INFOSYS 424 2,652.7 -2.6

RELIANCE INDS. 419 773.4 -2.7

BHARTI AIRTEL 367 364.8 -3.7

LARSEN & TOUBRO 315 1,189.3 -3.1

MOST ACTIVECOMPANY VOL* LAST* % CHG

UNITECH 458 23.3 4.7

SUZLON ENERGY 401 21.9 -0.7

IDEA CELLULAR 272 94.0 -4.6

SH.RENUKA SUGAR 215 31.0 -7.5

JP ASSOCIATES 171 60.2 -5.0

REL. COMM. 147 70.4 0.5

Click here for more market statistics * = Closing Price, ** = Turnover (Rs in crore), # = (million shares)
http://www.smartinvestor.in/market/markethttp://www.smartinvestor.in/market/market


5/185

Global stocks hit six week lowReuters/SI Reporter

World stocks hit their lowest

in six weeks on Wednesday

and crude prices fell after

and manufacturing in regional

heavyweight Germany contracted

for a second straight month in

November, and at a faster rate, as

export demand slumped.

Safe-haven U.S. Treasuries, German

Bunds and gold were in demand as

investors fled riskier assets.On the other hand, China's

November factory activity shrank the

most in 32 months, reigniting worries

of an abrupt slowdown in the world's

second largest economy.

The slump in China's factory sector

came a day after the number one

economy, the United States, cut its third

quarter growth figure.

The euro zone debt crisis continued

to sap investor confidence, hitting theeuro, landing in China, better figures

out of US and progress in Europe,"

Justin Urquhart Stewart, director at

Seven Investment Management, said.

The dollar, rose 0.3 percent against

a basket of major currencies after

hitting its highest in six weeks.

Meanwhile, in the Asian markets,

Hong Kong shares ended lower on

Wednesday, dragged down by

materials and finance-related stocks as

investors rotated selling in cyclical

sectors with risk aversion staying high

in global markets.The Hang Seng Index finished down

2.1 percent at 17,864. The China

Enterprises Index of top mainland

companies listed in Hong Kong finished

down 2.8 percent at 9,476.

The Shanghai Composite Index

ended down 0.7 percent at 2,395,

extending its losing streak to six

consecutive sessions. The index closed

at the lowest level in nearly a month on

worries China may be edging towardsan economic hard landing after a

survey showed its factory sector shrank

by the most in 32 months.

Taiwan stocks extended their

decline on Wednesday, with oil

counters, computer makers and

financials leading the way on

increasing margin calls as investors

grew weary of the continued

downtrend.The Taiwan index closeddown 2.8 percent down at 6,806.

GLOBAL MARKETSEUROPE LAST CHG ( %)

FTSE 100 5,184 -0.4

DAX 5,542 0.1

CAC 40 2,855 -0.6

ASIA LAST CHG ( %)

HANG SENG 17,864 -2.1

NIKKEI 225 8,315 -0.4

TAIWAN 6,806 -2.8

STRAITS 2,677 -1.5

SHANGHAI2,395 -0.7

SEOUL COMPOSITE 1,783 -2.4

*As of 1500 IST

OTHER MARKETSAT 1700 IST

Shares of Unitech ended up 4.5% at

Rs 23.30 and Reliance

Communications ended up 0.6% at

Rs 70.40 in an otherwise weak

market after the Supreme Court

granted bail to the corporate

executives involved in the 2G

spectrum case from these companies.

The bail has been granted to

the accused on two sureties of

Rs 5 lakh each.

All the executives were granted

bail in the 2G spectrum case for the

first time after spending seven months

in Delhi's Tihar Jail.

Unitech saw a total volume of 55

million shares on both the bourses.

Thomas Cook dip; parentmay default on debt

Thomas Cook (India) shares ended

down 5.1% at Rs 37.85 after its

parent company said that it is in talks

with banks for increasing its

borrowings to tide over a challenging

financial situation within the group.

Its parent company Thomas Cook

Group plc said it had initiated fresh

talks with its banks after a further

deterioration in its trading

performance and cash position left it

in danger of defaulting on the terms

of its borrowing.

TCG Plc said its current finances

were strained partly due to the winter

season, which is the weakest time of

the year for the travel business.

Siemens ends down 4% ondisappointing Q4 net

Shares of Siemens ended down 2.7% at

Rs 682 after the company reported a

29% drop in net profit for the quarter

ended September 2011 at Rs 178.1

crore on account of foreign exchange

loss of Rs 158.6 crore.

The stock touched 52-week low of

Rs 664 in intra-day trade today.

However, sales during the quarter

grew 19% over the corresponding

previous quarter at Rs 3,558.6 crore.

New orders and order backlogs

were at Rs 12,288.6 crore and Rs

13,921.3 crore, respectively.

The stock registered a combined

volume of nearly 490,000 shares on the

stock exchanges.

Unitech, RCom gain after SCgrants bail to its executives

GOLDRs 28,636/ $ 1,693.6

CRUDE OILRs 5,053/ $ 96.5

CURRENCYRs 52.36/$


6/18

IN NEWS

6

Stock out of F&O isnt good for investors

Tania Kishore Jaleel & Masoom Gupte

Things have just gotten worse for

Kingfisher Airlines investors. If the

year-to-date fall of the stock price from

Rs 66 to Rs 24.55 a fall of 63.2 per cent

wasnt enough, now the stock is going to be

out the futures and options (F&O) segment

from January.

While genuine investors, who own the

stock, will not get directly impacted by the

move, there will be some amount of volatility

seen in the stock as January approaches. The

direct impact would be that there could be

some more price fall, as traders rush to square

off positions.

More importantly, when a stock is taken

out of the F&O segment by exchanges, there

are clear indications that it has suffered

serious loss in the market capitalisation andthere are liquidity issues as well. Both are

not good indicators for investors holding

the stock.

According to Siddharth Bhamre, head -

derivatives trading, Angel Broking, The most

important criteria for stocks to be included in

the F&O segment are market capitalisation

and liquidity. Typically, in bear markets when

the stock prices start falling, the market caps

take a beating and consequently stocks are

excluded from the space.In fact, in April 2009 when Sensex was

floundering at 11,000-levels, NSE took 50

stocks off the F&O list. Whats more, once off

the list, they will not be re-introduced in the

segment for at least a year. Post which, the

stock would have to fulfil the criteria laid

down by the exchange for three consecutive

months to be reconsidered.

Investors who dabble in the F&O market

may not feel too comfortable because there

would be some uncertainty on the price

movement. Your choice will depend on what

call you have on these stocks. If you think

that the share price is likely to fall further,

then it is better to square-off your position

as soon as possible, says Alex Mathew,

head of research at Geojit BNP Paribas

Financial Services.

Besides, if you wait till the January expiry,

you may be caught off guard if there are a lot

of investors squaring off their positions,

sending prices tumbling down. A mass

squaring off of positions or contract

settlements could lead to prices being much

lower than the current market price.

Other stocks that have been taken off the

F&O segment are Gitanjali Gems, Great

Offshore, KS Oils and Jindal South West.

For these stocks, most traders have

exposure to the futures contracts rather than

options. The latter are quite illiquid, says

Prasanth Prabhakaran, president - retail

broking, IIFL. Options contracts are usually

held in frontline stocks and not activelytraded. And those holding futures contracts

can follow these strategies.

Buy participants: If you have bought a

futures contract, then you presumably have a

long-term view on the stocks performance. In

this case, if you have the funds, Sudip

Bandopadhyay, MD & CEO, Destimoney

Securities suggests investors can square off

the position in the futures market and take

delivery of the equivalent quantity in the

cash market.Sell participants: If you have sold a futures

contract and hold an equivalent quantity of

shares in the cash segment you are well

hedged. Heres how: Say you hold 10 shares

of Rs 100 and have sold the same amount of

shares in the futures market. If the prices of

the shares move up, then you will make

profits in the cash segment but a

commensurate loss in the futures segment.

The opposite will happen if the share prices

fall. Therefore, to exit your sell position

without any losses, you can sell off the shares

in the cash segment plus square off your

futures position.

More importantly,when a stock istaken out of the F&Osegment byexchanges, there are

clear indications thatit has sufferedserious loss in themarket capitalisationand there areliquidity issues aswell. Both are notgood indicators forinvestors holdingthe stock

There would be some downward pressure on the stock price in the short term, as tradersrush to square off position


7/187

IN BRIEF

Reuters

The cabinet will

decide within

weeks whether to

allow retailers, such as

Wal-Mart Stores Inc, to

operate in the country

with a majority stake, a

source in the financeministry said on

Wednesday.

"A decision on the issue is only a

matter of weeks (away)," the source said,

adding, the cabinet may take a decision

as early as next week.

The ministry has thrown its weight

behind a proposal to open the so-

called multi-brand retail sector to

foreign direct investors, a policy

change that has been in the works foryears but has snagged on opposition

from smaller retailers.

Small shop owners that account for

more than 90% of India's $450 billion

retail sector oppose the entry of foreign

players, fearing that they will be put

out of business.

The government currently allows 51%

foreign investment in single-brand

retailers and 100% for wholesale

operations, a policy that the world's topretailer Wal-Mart and Carrefour among

others have lobbied to change for years.

No-win situation for pharma cos as rupee falls

Press Trust of India

It is turning out to be a no-winsituation for pharmaceutical companiesas the rupee depreciates against the

dollar, despite a chunk of their salescoming from exports.

Industry body Indian Drug

Manufacturers' Association (IDMA) said

that while the dip will have adverse

impact on import costs, the export

benefits are unlikely to accrue.

"The import bills will go up. For

exports, as the dollars are hedged in

advance most of the pharma firms will not

get the benefit," IDMA Secretary General

Dara Patel told PTI.

Expressing similar views, vaccine

maker Serum Institute of India CMD Cyrus

Poonawalla said intervention by the RBI

is required. "We will also get hurt because

no one could have imagined the rupee at

Rs 52 level (against the dollar). It must

take measures to bring back the rupee at

Rs 48 level," he said.Lupin President Finance and

Planning S Ramesh said the currency

"volatility continues to be a major area

of concern" and pharmaceutical

companies may have been caught

off-guard.

"I seriously doubt whether most of

them were able to take full advantage

of the benefits given the abrupt nature

of the depreciation," he said.

The total Indian pharmaceutical

industry size is currently about $20

billion, with exports accounting for

about $9 billion.

CYRUSMISTRYTOSUCCEED RATA TATA AS

TATA SONS CHAIRMANTata Sons board today appointedCyrus P Mistry as Deputy Chairman.

He will work with Ratan N Tata over

the next year and take over from him

when he retires in December 2012.

This was a unanimous decision byt

the selection committee.

Mistry, currently MD, Shapoorji

Pallonji Group, has been a director

of Tata Sons since August 2006. He

is a graduate of civil engineering

from Imperial College, London.

INFYSEESQ3SALESCLOSE TO LOW ENDOFOUTLOOKInfosys expects Q3 revenue growth

close to the lower end of its

forecast as customers delay

decisions on large contracts, its

CEO said at the Reuters India

Investment Summit.

It had forecast sequential

revenue growth of 3.2-4.5% for the

October-December period.

"[Economic uncertainties] are

slowing down decisions. We're

clearly seeing it. The slowness has

increased in the last month or

month and a half," SD Shibulal, a

co-founder of Infosys said.

AIR INDIA OWESRS2,310CRTOOIL COMPANIESAir India and its subsidiaries owe

Rs 2,310 crore to OMCs, CivilAviation Minister Vayalar Ravi told

Lok Sabha today.

"Till the end of first fortnight of

September, Air India has a total

due of Rs 2,310.65 crore, of which

the cash strapped national carrier

owes Rs 1563.67 crore to Indian

Oil, Rs 409.82 crore to Bharat

Petroleum and Rs 337.16 to

Hindustan Petroleum," he said in a

written reply.

Facing liquidity crunch, Air

India has a debt of Rs 22,000 crore

as working capital loan.

Govt may open multi-brand retail

sector within weeks


8/188

Price as on Nov23,11 Open interest % of Open interest

Close (cash) LTP (future) Shares ` crore Futures Call Put

BAJAJ AUTO 1600.05 1602.60 1247 199.49 91.42 5.78 2.81

BHARTI AIRTEL 364.80 365.65 22701 828.13 83.17 11.30 5.53

BHEL 255.75 255.75 17421 445.53 84.13 12.73 3.14

CIPLA 313.70 313.65 4124 129.37 83.66 7.20 9.14

COAL INDIA 300.60 300.35 11147 335.08 8 7.13 9.23 3.64

DLF 195.65 195.70 30918 604.91 73.55 19.66 6.79

HDFC 624.15 622.50 9531 594.88 86.16 9.92 3.92

HDFC BANK 426.10 425.75 18350 781.90 9 6.27 2.61 1.12

HERO HONDA 2126.65 2121.25 1801 383.04 90.76 4.27 4.97

HINDALCO 119.45 119.35 33238 397.03 76.23 16.84 6.93

HUL 383.65 383.00 19363 742. 86 61. 21 20.82 17.97

ICICI BANK 726.70 727.20 22277 1618. 85 75. 84 17.94 6. 22

INFOSYS TECHN 2652.65 2650.25 4637 1229.93 72.23 17.35 10.42

ITC 193.30 193.40 35856 693.10 8 6.31 9.91 3.79

JAIPRAKASH ASSO 60.20 60.25 65724 395.66 60.36 30.20 9.44

JINDAL STEEL 500.05 497.45 4706 235.32 98.03 0.87 1.09

LARSEN & TOUBRO 1189.25 1188.75 10248 1218.74 72.35 23.26 4.40

MAH & MAH 697.05 695.45 6581 458.73 8 4.43 12.14 3.43

MARUTI SUZUKI 953.60 953.45 3454 329.35 8 0.50 15.06 4.44

NTPC 156.65 156.60 20436 320.13 9 0.58 7.67 1.75

ONGC 246.55 246.85 15400 379.69 72.89 21.66 5.45

RELIANCE IND 773.40 773.25 19013 1470. 43 70. 90 22.29 6. 81

SBI 1655.20 1654.75 16563 2741.47 59.38 33.05 7.56

STERLITE IND 104.20 104.10 35654 371.51 8 8.37 8.93 2.70

SUN PHARMA 497.50 497.55 3234 160.87 97.09 1.16 1.75

TATA MOTORS 168.35 168.60 65527 1103. 14 69. 79 20.48 9. 73

TATA POWER 91.05 91.05 11490 104.62 9 7.30 2.11 0.59

TATA STEEL 382.65 383.00 30618 1171. 60 77. 55 17.34 5. 12

TCS 1062.30 1061.95 7110 755.32 88.40 6.81 4.79WIPRO 365.90 365.60 3885 142.15 92.51 4.21 3.28

OPEN INTEREST BREAK-UP

MARKET POSITION

SECTOR WATCH

Nov 22, 11 Nov 23, 11 %Chg

SPOTNIFTY 4812.35 4706.45 -2.20

BANKNIFTY 8611.70 8399.30 -2.47CNXIT 5987.20 5843.40 -2.40

FUTURE(LTP)

NIFTY 4805.30 4805.30 0.00

BANKNIFTY 8594.25 8594.25 0.00

CNXIT 5981.25 5981.25 0.00

INDEX WATCH

Open Int as on Price as on

Nov 22, 11 Nov 23, 11 % chg Nov 22, 11 Nov 23, 11 % chg

VIP IND 3833750 3422500 -10.73 114.50 117.20 2.36

DIVIS LAB 540500 490000 -9.34 712.15 713.40 0.18INDRAPRASHT GAS 184000 196500 6.79 387.30 390.15 0.74

LUPIN 1076000 1018500 -5.34 447.45 456.75 2.08

EDUCOMP SOLUT 2605500 2467500 -5.30 179.85 180.50 0.36

OI CHANGE WITH RISE IN PRICE

Open Int as on Price as on

Nov 22, 11 Nov 23, 11 % chg Nov 22, 11 Nov 23, 11 % chg

JINDAL SAW 514000 850000 65.37 118.05 112.90 -4.36

MPHASIS 880000 677500 -23.01 306.80 298.60 -2.67

MRF 26125 31125 19.14 6480.40 6411.50 -1.06

DHANLAXMI BK 2452000 2814000 14.76 55.65 55.15 -0.90BOSCH 4250 4875 14.71 6910.10 6899.60 -0.15

OI CHANGE WITH FALL IN PRICE

OI DATA

OI as on Nov 23, 11 %of MWp

HIGHESTRuchi Soya 28744000 93.69

Gitanjali Gems 7071000 88.12ABG Shipyard 3341000 85.60

Suzlon Energy 118904000 77.42

Bajaj Hind 26586048 76.49

Aban Offshore 2970500 74.38

Kingfisher Air 13048000 72.74

Punj Lloyd 29168000 69.88

LOWEST

GSK Pharma 17500 0.21

Bosch 4875 0.27

Bajaj Holdings 62000 0.47Oil India 52250 0.50

OI 000 % chg

TOP GAINERSAgro Chemicals 4232 10.50

Paints/Varnish 193 7.32

Ship Building 3341 3.66

Tyres 9443 3.11

Cables 2944 1.10

TOP LOSERS

CG - Electrical Equipment 147133 -14.05

Fertilizers 8059 -13.67

Diamond, Gems and Jewellery 7071 -11.26

Tobacco Products 35856 -11.22

Textiles 112742 -11.04

Others 5804 -10.21Computer Education 2782 -8.83

Refineries 34636 -8.56

Hotels & Restaurants 9600 -8.12

Finance 180539 -8.09


9/18

TECHNICALS

Pivot point for Nifty is 4,740

Rex Cano

NIFTY

Last close: 4,706

The markets went into a free fall

mode in mid-noon deals on account of

heavy FII selling. The Nifty plunged to

a fresh 20-month low at 4,641. The

bears seem to be in no mood to relent

as of now. The pivot point for trading

on Thursday is 4,740. One can look to

trade with a positive bias only above

4,740, till then the bears will continue

to reign supreme. On the upside, the

Nifty could face resistance around

4,760-4,790, and on the downside

the index could seek support around

4,655-4,620.

BHARAT FORGE

Last close: RS 258

Target: 240

Bharat Forge has closed below its

lower end of the Bollinger Band. The

stock is likely to witness fresh

weakness going ahead. On the

downside, sustained stay below

Rs 260, could take the stock to an

Rs 258.

HINDALCO

Last close: RS 120

Target: RS 130

Hindalco is nearing support on its

daily chart, which is around Rs 115 -

the stock is likely to get considerable

support around the same. Look to

buy on dips with a stop at Rs 115,

on the upside the stock can jump to

Rs 130.

SBI

Last close: RS 1,656

Target: RS

The momentum oscillators

continue to remain in favour of further

losses for SBI. One can look to short

the stock, with a stop around Rs

1,670. On the downside, the stock can

slide to Rs 1,550 in the short-term.

9

KEY SUPPORT, RESISTANCE LEVELSBOLLINGER BANDS

STOCK S2 S1 CLOSE R1 R2 20-DMA 50-DMA 200-DMA LOWER END HIGHER END RSI

ACC 1121.38 1125.84 1133 1140.16 1144.63 1185.84 1128 1039.35 1123.01 1248.68 -42.05AXISBANK 923.65 928.81 937.1 945.39 950.55 1217.74 1075.16 1217.74 911.71 1226.28 -27.65

BHEL 249.21 251.72 255.75 259.78 262.29 376.08 320.48 376.08 258.39 356.63 -23.33

BPCL 486.41 491.8 500.45 509.1 514.49 627.9 627.95 627.9 469.73 692.7 -24.57

CIPLA 309.39 311.05 313.7 316.35 318.01 306.01 290.18 306.01 277.35 319.01 -65.72

DLF 191.78 193.26 195.65 198.04 199.53 224.65 219.32 224.65 189.36 259.66 -35.73

DRREDDY 1495.67 1509.91 1532.75 1555.59 1569.83 1557.95 1538.36 1557.95 1512.75 1687.37 -42.53

HDFC 607.97 614.18 624.15 634.12 640.33 664.36 656.09 664.36 619.41 706.55 -38.42

HINDALCO 117.34 118.15 119.45 120.75 121.56 175.58 132.04 175.58 115.12 143.64 -37.67

ICICIBANK 708.1 715.24 726.7 738.16 745.3 984.07 853.65 984.07 711.47 962.69 -28.22

INFOSYSTCH 2607.89 2625.07 2652.65 2680.23 2697.41 2794.76 2614.82 2794.76 2673.87 2914.08 -42.64M&M 681.05 687.19 697.05 706.91 713.05 720.05 799.52 720.05 695.4 908.35 -29.08

MARUTI 936.61 943.13 953.6 964.07 970.59 1174.27 1076.4 1174.27 904.22 1215.76 -29.66

ONGC 240.2 242.63 246.55 250.47 252.91 276.39 266.07 276.39 246.5 290.37 -31.52

RELIANCE 752.26 760.37 773.4 786.43 794.54 894.33 831.06 894.33 780.04 926.47 -34.77

RELINFRA 381.55 386.06 393.3 400.54 405.05 544.82 426.24 544.82 382.43 486.17 -38.03

SBIN 1626.22 1637.34 1655.2 1673.06 1684.19 2315.44 1866.02 2315.44 1626.59 2028.45 -32.32

TATAMOTORS 164.88 166.21 168.35 170.49 171.82 202.06 171.1 202.06 162.74 205.5 -43.21

TATASTEEL 375.99 378.54 382.65 386.76 389.32 543.86 437.27 543.86 364.98 503.46 -33.12

WIPRO 357.5 360.72 365.9 371.08 374.3 404.44 355.61 404.44 359.93 385.78 -49.02

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 higherthan 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. How-ever, 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 backof rising RSI, and - value is vice versa;

On the downside, the index could slip to 4,655-4,620


10/18

BS TOP 200

0

CompanyName Prev Open High Low Current % Chg Volume P/E 52wk Market Cap

Close (Rs) Close (times) High/Low (Rs) (Rs in crore)

Aban Offsh 362.15 362.00 3 62.00 348.10 354.00 -2.25 142491 4.04 834/333 1540

ABB 606.65 600.25 6 09.00 581.05 586.60 -3.31 12351 97.77 908/593 12430

ABG Shipyard 391.00 388.80 3 94.00 363.35 381.35 -2.47 52167 10.64 461/311 1942ACC 1,142.30 1,135.00 1,144.10 1,129.15 1,131.80 -0.92 21473 19.56 1233/917 21248

Adani Enter 315.30 311.00 3 19.00 292.10 295.45 -6.30 185061 12.87 766/305 32494

Adani Port 132.55 132.00 1 32.45 121.45 123.85 -6.56 306953 22.72 170/112 24812

Adani Power 74.60 74.25 74.25 71.50 71.80 -3.75 90265 24.51 143/70 15653

Adi Bir Nuvo 910.00 902.40 9 09.10 863.05 866.90 -4.74 5948 10.18 994/710 9840

Allahabad Bk 146.20 145.05 1 47.65 142.00 146.50 0.21 65085 4.42 262/139 6977

Alok Inds 17.80 17.80 17.80 17.05 17.20 -3.37 695189 3.47 30/16 1355

Ambuja Cem 148.30 146.25 1 48.25 144.80 146.35 -1.31 115380 18.93 165/112 22435

Andhra Bank 100.80 101.25 101.25 95.05 96.40 -4.37 91610 4.01 176/100 5394

Apollo Tyres 61.20 60.80 62.40 60.25 60.60 -0.98 361874 16.33 83/44 3054

Arvind 86.65 85.90 85.90 82.50 83.15 -4.04 582384 10.27 111/46 2117Ashok Leyland 24.80 24.70 25.10 24.35 24.85 0.20 470976 11.35 38/23 6612

Asian Paints 2,955.70 2,924.00 2,998.95 2,825.00 2,901.00 -1.85 7981 31.67 3366/2395 27826

Aurob Pharma 89.25 88.15 91.30 84.20 90.10 0.95 591174 23.71 275/80 2623

Axis Bank 947.45 937.90 9 42.45 921.10 936.50 -1.16 283478 10.23 1461/931 38623

Bajaj Auto 1,599.70 1,595.05 1,623.45 1,566.25 1,599.55 -0.01 33406 13.21 1822/1190 46286

Bajaj Hind 29.45 30.00 30.50 27.25 27.55 -6.45 1435804 21.69 105/28 1762

Bajaj Hold 733.20 728.00 7 30.00 722.00 724.00 -1.25 1904 3.97 916/680 8057

Balram Chini 44.35 45.90 46.40 42.30 42.80 -3.49 338144 6.43 93/42 1046

Bank of Baroda 697.05 685.20 7 02.00 683.00 696.30 -0.11 90098 6.02 1007/681 27454

Bank of India 328.25 325.00 3 29.00 320.55 325.25 -0.91 45986 8.25 499/290 17774

Bata India 609.45 595.00 6 11.50 593.05 607.90 -0.25 60222 18.16 741/295 3906

BF Utilities 372.35 370.00 3 73.00 345.60 353.75 -5.00 143832 NA 986/361 1332

BGR Energy 261.40 259.00 2 60.00 244.00 246.50 -5.70 111854 6.19 778/252 1779

Bharat Forge 268.70 269.00 2 69.00 257.05 259.30 -3.50 27678 15.6 413/252 6037

Bharti Airtel 378.85 374.50 3 74.50 354.95 364.85 -3.70 948270 28.02 445/304 138553

BHEL 265.20 263.35 2 63.35 252.65 255.70 -3.58 539004 9.73 476/260 62585

Bhushan Stl 321.55 318.60 3 19.95 315.50 319.50 -0.64 126029 6.89 530/308 6785

Biocon 321.05 320.00 3 20.00 301.65 305.65 -4.80 63539 17.1 431/302 6113

Bombay Dyng 362.30 351.00 3 62.95 328.00 345.55 -4.62 56192 157.07 575/284 1401

BPCL 523.25 515.00 5 15.60 492.50 499.00 -4.63 57817 NA 725/493 18041

Cairn India 300.90 300.70 3 00.70 290.60 295.00 -1.96 162497 7.05 372/250 56134

Canara Bank 436.85 431.90 4 32.90 414.00 418.40 -4.22 31470 5.17 793/401 18535

Central Bank 90.40 89.45 89.90 86.00 86.60 -4.20 97096 5.28 190/89 5600

Century Tex 274.20 270.50 2 73.00 266.10 269.65 -1.66 66391 40.01 479/266 2509

Chambal Fert 83.85 83.70 84.50 81.50 84.25 0.48 168457 10.61 119/66 3507

Cipla 316.05 314.00 3 19.00 312.10 313.80 -0.71 246605 24.96 381/274 25195

Coal India 302.55 300.90 3 03.00 296.00 300.90 -0.55 573715 20.3 422/289 190059

Colgate 1,001.30 982.10 1,004.95 977.00 983.60 -1.77 9662 35.17 1084/783 13377

Coreedutec 270.60 269.00 2 74.00 258.00 266.35 -1.57 42658 11.04 351/150 2972

Crompton Grv 120.75 119.30 1 21.20 114.20 115.00 -4.76 275290 10.84 349/117 7377

Cummins (I) 335.75 335.65 3 42.00 332.10 334.70 -0.31 13320 15.77 579/323 9278

Dabur India 100.50 100.40 100.85 97.35 98.00 -2.49 189458 28.32 122/87 17072

DCB 37.35 37.00 37.05 35.25 35.50 -4.95 421725 17.07 67/37 711

Deccan Chrn 47.50 46.70 47.75 44.20 45.20 -4.84 70122 48.09 124/44 1049Delta Corp 74.15 74.00 74.00 67.40 68.85 -7.15 3590725 33.1 128/59 1541

Dena Bank 63.85 63.00 63.40 61.40 61.85 -3.13 311818 3.06 144/63 2062


11/1811



Dhanlaxmi Bk 55.55 55.50 57.40 54.35 55.10 -0.81 148270 17.95 171/54 469

Dish TV 63.55 63.60 63.70 59.00 60.25 -5.19 383092 NA 94/54 6413

Divis Lab 712.00 707.05 7 24.80 697.00 724.80 1.80 12975 22.4 843/582 9618DLF 200.75 198.00 2 00.50 194.60 195.80 -2.47 813668 21.59 325/173 33250

Dr Reddys 1,537.65 1,526.05 1,558.55 1,501.00 1,530.40 -0.47 12758 22.02 1855/1387 25946

Educomp Sol 179.95 179.00 1 84.50 175.80 180.60 0.36 903581 5.94 635/168 1734

Escorts 77.35 76.30 80.10 75.85 77.50 0.19 782906 5.9 227/64 819

Essar Oil 71.25 71.25 71.25 67.25 67.85 -4.77 375625 10.8 148/70 9686

Exide Ind 112.70 112.25 1 12.25 110.00 111.05 -1.46 317486 18.79 176/108 9439

Federal Bank 350.35 350.35 3 53.00 338.70 342.00 -2.38 38680 8.97 477/326 5850

Finan Techno 589.05 581.00 5 84.00 553.00 557.75 -5.31 52110 36.43 1027/580 2571

Fortis 114.35 114.00 1 14.00 111.60 112.70 -1.44 77830 70 172/110 4566

G E Shipping 206.75 203.00 2 08.00 203.00 206.20 -0.27 16533 9.87 381/200 3140

GAIL372.80 374.00 3 81.40 369.25

373.05 0.07221020 12.36 536/367 47321

Gitanjali Gm 336.35 334.00 3 34.50 330.20 332.30 -1.20 113141 6.54 387/156 2953

GMDC 165.65 163.55 1 70.00 160.40 163.80 -1.12 54525 12.12 194/102 5209

GMR Infra 21.10 21.15 21.20 19.80 20.05 -4.98 787369 NA 51/20 7804

Godrej Ind 180.85 179.50 1 79.80 169.10 171.20 -5.34 261665 16.29 236/155 5437

Grasim Ind 2,295.30 2,285.00 2,291.00 2,235.15 2,256.00 -1.71 4785 8.11 2625/1981 20688

GSK Pharma 1,950.20 1,959.85 1,959.85 1,873.05 1,903.50 -2.39 1647 39.37 2475/1905 16123

GTL 38.00 38.50 39.20 36.60 37.00 -2.63 425848 NA 438/35 360

Guj Fluoro 421.05 421.70 4 26.00 385.55 400.00 -5.00 57548 8.45 561/160 4396

Guj Petronet 89.05 88.20 89.50 87.00 87.80 -1.40 118901 8.57 122/77 4940

GVK Power 10.31 10.50 10.50 10.06 10.26 -0.49 3194486 9.24 43/10 1620

Havells I 399.75 399.60 3 99.60 389.15 395.10 -1.16 36064 19.11 451/290 4930

HCC 21.40 21.00 21.80 19.95 20.85 -2.57 1625424 NA 59/21 1265

HCL Techno 392.15 393.30 3 93.30 378.65 386.20 -1.52 37723 19.02 528/360 26654

HDFC 638.05 637.00 6 39.20 615.00 624.65 -2.10 181526 23.91 738/582 92030

HDFC Bank 443.80 442.00 4 42.00 415.00 426.70 -3.85 559277 22.25 520/396 99812

HDIL 68.20 67.00 67.90 63.75 64.30 -5.72 2779589 3.76 234/68 2694

Hero Motocorp 2,168.65 2,145.00 2,165.05 2,104.00 2,152.00 -0.77 65342 20.54 2248/1378 42975

Hexaware Tch 84.25 84.95 85.00 81.40 82.90 -1.60 166982 11.14 94/38 2432

Hind Oil 116.50 116.00 1 16.10 103.35 106.10 -8.93 556393 21.05 251/99 1385

Hind Zinc 113.05 113.40 1 13.40 109.55 110.35 -2.39 67870 7.9 155/107 46626

Hindalco 121.80 120.20 1 20.75 117.30 119.50 -1.89 965033 9.88 252/118 22878

HPCL 296.30 290.00 2 95.75 286.25 289.05 -2.45 20957 NA 454/275 9788

HUL 384.95 383.10 3 87.25 378.50 383.00 -0.51 155652 33.63 403/265 84800

ICICI Bank 745.85 739.00 7 40.00 710.50 726.95 -2.53 755878 14.64 1200/726 83777

IDBI Bank 94.35 93.50 94.15 90.00 90.55 -4.03 541541 4.89 183/94 8916

Idea Cellular 98.40 98.00 98.00 89.20 94.05 -4.42 1534769 38.86 104/56 31096

IDFC 107.70 107.90 1 07.90 101.35 102.95 -4.41 1885204 10.42 194/103 15065

IFCI 22.35 22.15 22.20 21.00 21.45 -4.03 3218493 2.21 70/21 1583

Ind Ove Bank 91.90 92.25 92.25 89.30 90.55 -1.47 68615 5.19 164/86 5603

India Cement 69.65 69.00 69.75 67.20 68.70 -1.36 55158 8.49 115/62 2110

Indiab Real 63.20 63.00 63.00 59.50 60.00 -5.06 314249 12.47 182/61 2417

Indian Bank 191.65 188.35 1 90.00 181.40 188.60 -1.59 16412 4.49 298/185 8105

Indian Hotel 58.40 58.80 58.80 57.40 57.80 -1.03 394236 25.46 103/57 4390

Indraprst Gs 388.20 385.00 3 95.00 382.75 390.25 0.53 19117 18.61 453/285 5464IndusInd Bank 252.05 249.10 2 50.00 241.00 247.15 -1.94 16276 16.5 309/181 11534

Infosys 2,723.15 2,688.00 2,688.90 2,615.80 2,650.55 -2.67 111157 21.06 3494/2169 152195


12/18

BS TOP 200

2

IOC 272.05 268.35 2 70.00 260.90 262.60 -3.47 101045 NA 406/257 63758

IRB Infra 141.80 142.00 1 42.80 136.90 140.00 -1.27 285452 9.7 252/132 4653

ITC 196.10 196.20 1 96.20 189.40 192.85 -1.66 382925 27.2 216/150 149993IVRCL 32.75 33.30 33.30 31.20 31.60 -3.51 464443 7.1 137/28 844

Jain Irrig 124.10 124.10 1 26.50 121.15 123.35 -0.60 205633 18.19 247/106 4998

Jet Airways 251.35 248.00 2 54.65 241.90 246.25 -2.03 266615 NA 911/222 2126

Jindal Saw 118.10 115.05 1 20.90 109.85 113.40 -3.98 100434 6.83 225/109 3132

Jindal Steel 514.05 514.70 5 14.70 491.00 499.50 -2.83 147342 12.46 735/442 46678

JP Associat 63.40 62.90 62.90 59.85 60.20 -5.05 2492587 16.63 126/54 12801

JSW Energy 40.40 40.35 41.20 39.30 40.70 0.74 248415 17.32 114/39 6675

JSW Holdings 421.60 419.70 4 19.70 387.00 390.70 -7.33 49384 17.01 1718/410 434

JSW Ispat Steel 10.54 10.55 10.55 9.80 10.09 -4.27 1640303 NA 26/10 2408

JSW Steel 563.60 563.00 5 63.00 537.20 551.45 -2.16 481864 13.65 1255/532 12304

Jubilant Fd740.80 740.00 7 64.50 724.85

759.75 2.56435688 57.95 1022/461 4933

K S Oils 7.15 7.20 7.50 6.80 6.84 -4.34 2344677 NA 53/7 291

Karnataka Bk 77.00 77.50 77.50 74.35 75.25 -2.27 48729 6.43 168/72 1417

Kingfisher 24.55 24.55 25.25 24.10 24.30 -1.02 1981756 NA 79/18 1210

Kotak Mah Bank 451.45 445.35 4 52.90 438.25 441.30 -2.25 47684 18.92 515/333 32604

L & T 1,226.25 1,220.00 1,230.00 1,186.00 1,191.35 -2.85 509347 17.9 2064/1202 72893

Lanco Infra 12.20 12.10 12.20 11.75 11.85 -2.87 1546963 NA 66/12 2853

LIC Hsg Fin 221.15 219.70 2 21.70 214.30 217.35 -1.72 263425 11.68 264/150 10317

Lupin 447.45 445.05 4 59.80 441.00 456.35 1.99 43515 21.95 520/363 20378

Mah & Mah 709.60 705.10 7 06.35 681.70 695.55 -1.98 209892 15.91 875/585 42705

Maruti Suzuki 959.85 958.50 9 71.00 943.20 950.30 -0.99 82152 13.63 1468/910 27456

Max India 166.30 165.40 1 65.45 154.00 159.10 -4.33 75348 NA 215/133 4209

Mcleod Russl 216.55 215.65 2 17.80 207.00 213.45 -1.43 17101 8.56 290/192 2336

MphasiS 306.05 296.00 3 04.90 291.55 297.90 -2.66 12304 6.78 712/277 6258

MRF 6,480.65 6,425.00 6,470.00 6,340.00 6,400.00 -1.24 1319 9.01 8599/5332 2714

NCC 38.75 39.35 39.40 36.00 37.30 -3.74 947294 8.63 154/38 957

NHPC 22.75 22.75 22.75 22.05 22.45 -1.32 1105490 10.25 30/22 27615

NMDC 189.60 190.00 1 91.00 180.15 181.30 -4.38 49734 9.74 305/186 71880

NTPC 155.75 155.70 1 57.40 152.00 156.65 0.58 289635 13.38 203/155 129165

Oil India 1,192.20 1,208.10 1,224.90 1,153.25 1,159.80 -2.72 6921 8.06 1444/1175 27887

ONGC 251.85 252.00 2 52.00 241.90 246.30 -2.20 508149 9.32 341/227 210721

Opto Circuit 215.10 212.65 2 13.50 198.15 199.55 -7.23 116368 8.37 310/187 3720

Oracle Fin 1,995.80 1,971.00 1,990.00 1,945.00 1,990.00 -0.29 1250 18.15 2375/1699 16704

Orchid Chem 157.45 157.00 1 57.80 147.65 149.95 -4.76 414614 6.91 331/143 1056

Oriental Bank 271.85 270.00 2 70.35 259.30 266.00 -2.15 31567 6.14 476/266 7761

Pantloon Rt 188.25 192.00 1 93.10 176.10 178.70 -5.07 1269663 55.84 448/148 3992

Patel Engg 84.55 83.20 85.15 80.55 80.55 -4.73 60532 6.2 361/80 562

Patni Comp 429.80 425.00 4 36.35 415.35 427.35 -0.57 63696 15.25 505/250 5735

Petronet LNG 156.35 156.00 1 56.00 153.30 155.40 -0.61 280010 13.04 186/105 11655

Piramal Hlth 356.95 356.00 3 57.00 351.05 352.50 -1.25 9105 14.6 550/342 5894

PNB 883.65 874.70 9 13.95 856.05 884.00 0.04 54424 6.09 1325/846 28006

Polaris Finan 125.95 126.10 1 26.10 119.25 119.85 -4.84 56830 5.77 214/115 1190

Power Fin 164.05 163.50 1 64.70 159.30 161.45 -1.58 185154 8.99 351/130 21310

Power Grid 97.65 97.80 97.80 94.55 95.15 -2.56 190536 15.99 112/92 44052

Praj Ind 70.65 70.05 70.55 67.25 68.65 -2.83 228111 18.55 95/61 1268PTC India 47.95 47.90 47.90 46.40 46.75 -2.50 267861 9.06 130/47 1379

Punj Lloyd 47.70 47.05 47.50 45.20 45.80 -3.98 845434 NA 117/46 1521




13/18

Ranbaxy Labs 445.90 443.10 443.10 426.90 429.40 -3.70 60550 NA 612/414 18121

Raymond 350.50 345.50 355.90 341.25 352.95 0.70 37580 NA 417/245 2166

Reliance Cap 296.00 293.90 299.40 288.00 290.65 -1.81 916929 42.43 726/287 7139

Reliance Com 69.95 69.00 74.80 67.60 70.40 0.64 4612397 13.72 152/69 14531

Reliance Ind 795.05 789.00 789.00 755.30 773.75 -2.68 1024225 11.58 1090/714 253368

Reliance Infra 407.55 403.00 408.95 390.10 392.85 -3.61 465995 6.51 959/366 10358

Reliance Power 91.70 91.00 92.85 89.40 90.10 -1.74 759913 33.12 176/75 25274

Renuka Sugar 33.40 34.65 34.75 30.55 31.00 -7.19 5519344 NA 102/32 2081

Rolta 57.15 56.50 58.90 56.10 56.60 -0.96 188944 2.35 177/55 913

Ruchi Soya 101.30 102.70 102.90 97.00 97.60 -3.65 15373 20.9 130/80 3250

Rural Elect 186.50 185.90 186.00 179.90 183.55 -1.58 286983 6.84 365/155 18125

S Kumars N 29.40 29.00 29.80 28.30 28.80 -2.04 952817 2.17 97/25 821

SAIL 90.10 89.90 89.90 86.85 87.70 -2.66 490930 9.13 197/88 36225

SBI 1,688.65 1,670.00 1,671.90 1,629.25 1,654.30 -2.03 773312 9.6 3172/1657 105048

Sesa Goa 175.30 174.00 174.00 165.70 171.55 -2.14 654406 4.43 346/171 14909

Shriram TrFn 506.55 502.00 506.50 442.00 499.60 -1.37 42415 8.77 869/494 11302

Siemens 700.50 699.85 699.85 664.00 681.65 -2.69 95598 27.15 951/690 23197

Sintex Ind 93.40 92.90 94.10 89.10 89.90 -3.75 626013 5.92 224/84 2454

South Ind Bk 21.05 21.00 21.20 20.30 20.50 -2.61 377010 6.93 28/17 2317

SREI Infra Fin 23.60 24.00 24.00 22.30 22.95 -2.75 508331 8.63 67/23 1155

Sterlite Ind 104.85 104.00 105.00 101.25 104.15 -0.67 617452 6.18 196/102 35007

Sun Pharma 501.35 499.00 506.50 492.80 497.05 -0.86 204907 27.21 538/392 51474

Sun TV Net 246.55 244.50 262.20 239.60 249.20 1.07 266690 12.25 557/215 9820

Suzlon Energy 22.15 21.95 22.50 21.20 22.00 -0.68 7821457 13.66 58/21 3910

Syndicate Bank 99.10 99.30 99.30 95.20 96.00 -3.13 24790 4.54 148/91 5504

Tata Chem 331.60 330.00 332.00 327.05 329.00 -0.78 35705 10.67 412/288 8382Tata Global 82.45 80.00 83.00 80.00 80.90 -1.88 110812 12.66 120/81 5003

Tata Mot-DVR 112.20 552.00 563.00 543.00 112.20 0.00 0 NA 174/80 0

Tata Motors 172.60 169.80 171.05 165.75 168.50 -2.38 1909528 5.98 276/138 53470

Tata Power 93.75 93.50 94.20 90.55 91.30 -2.61 301716 81.52 141/93 21666

Tata Steel 391.15 388.00 388.40 378.20 382.50 -2.21 1447599 3.42 714/378 36690

TCS 1,084.55 1,083.00 1,083.00 1,042.00 1,062.40 -2.04 183366 21.42 1247/903 207933

Tech Mahindra 592.75 590.25 591.00 570.00 572.30 -3.45 13781 8.41 798/524 7283

Titan Ind 185.45 184.00 191.70 181.00 190.60 2.78 1148567 32.98 238/147 16921

TTK Prestige 2,537.60 2,530.00 2,530.00 2,425.05 2,438.00 -3.93 23528 26.36 3200/1306 2767

TVS Motor 62.80 62.70 62.90 59.60 60.35 -3.90 228601 12.32 87/44 2867

UCO Bank 60.70 62.25 62.25 58.05 58.40 -3.79 416600 3.49 152/58 3665

UltraTech 1,125.40 1,112.05 1,125.65 1,101.00 1,108.35 -1.52 2764 15.13 1204/890 30375

Union Bank 204.75 203.90 207.55 201.50 206.25 0.73 61067 5.42 382/197 10814

Unitech 22.30 22.20 24.50 21.90 23.30 4.48 10350327 15.03 70/22 6096

United Phos 133.50 133.50 133.50 124.15 125.35 -6.10 130344 10.69 198/123 5789

United Spirt 759.75 788.00 792.80 725.10 736.90 -3.01 497453 19.55 1500/740 9638

Videocon Ind 169.60 172.90 172.90 165.75 166.90 -1.59 26728 8.14 235/165 5057

Vijaya Bank 51.00 51.00 51.00 49.50 49.80 -2.35 254759 4.89 108/51 2354

VIP Ind 114.55 112.00 119.10 110.00 117.15 2.27 2111545 24.41 205/91 1655

Voltas 84.55 82.10 85.65 82.10 83.90 -0.77 96506 8.04 260/82 2776

Welspun Corp 76.00 75.95 75.95 71.80 72.20 -5.00 158400 3.62 248/75 1645

Wipro 377.00 372.05 374.30 361.90 365.05 -3.17 298019 16.83 496/310 89724

Yes Bank 266.60 262.00 267.00 260.20 264.45 -0.81 190784 10.99 342/234 9295

Zee Enter 114.65 114.20 118.05 112.30 113.80 -0.74 97503 17.04 153/106 10995



13

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 SmartInvestor does not take any responsibility for investment decisions taken by readers on the basis of information provided herein. EDITOR: A K BHATTACHARYA


14/184

STOCK REPORTRECOVERY FROM INTRADAY LOWS

Nitin Fire Prot. 135.56 28.60 10.00D B Realty 66.96 64.60 19.96

Aricent Infra 17.20 27.80 4.91

SKS Microfinance 15.94 116.00 4.98

Edserv Softsys. 12.74 48.50 4.98

Twilight Litaka 9.43 32.15 4.89

Monotype India 3.10 27.20 4.82

S Mobility 0.36 94.00 6.76

Oasis Sec. 0.33 51.20 4.92

Simplex Projects 0.30 91.00 12.42

Artefact Project 0.21 29.65 11.26

Parabolic Drugs 0.10 37.50 15.38Eimco Elecon(I) 0.08 168.80 4.65

Asian Hotels (N) 0.05 174.50 5.63

Ishita Drugs 0.04 27.75 4.91

AGC Networks 0.03 144.50 6.09

Nirav Commercial 0.01 178.45 4.97

Kanchan Intl. 0.00 61.10 4.53

Punjab Chemicals 0.00 62.70 7.46

S&P CNX UTI ETF 0.00 1,350.00 8.87

House of Pearl 0.00 52.50 4.90

Balaji Amines 0.00 34.80 4.50

ONLY BUYERS

FALL FROM INTRADAY HIGHS

(Rs CR) FII DII

Date Buy Sales Net Buy Sales Net

22-NOV-11 1764.71 2717.39 -952.68 1814.54 749.03 1065.5121-NOV-11 1886.49 2629.51 -743.02 1351.35 755.80 595.5518-NOV-11 1796.37 2667.99 -871.62 1375.06 994.67 380.3917-NOV-11 1943.27 2138.47 -195.20 1149.83 778.24 371.5916-NOV-11 1743.78 2232.67 -488.89 1374.11 1096.32 277.79

FII & DII TURNOVER (BSE + NSE)

Volumes in 000

Company Price (Rs) Today Avg 5 days % Chg

Netwrk.18 Media 44.75 1,074.4 57.5 1767

BF Investment 47.50 140.2 13.8 917

Kewal Kir.Cloth. 700.20 14.8 1.5 910

Dalmia Bhar.Ent. 96.00 15.4 2.2 599

Container Corpn. 935.25 62.4 9.2 582

L T Foods 40.15 146.4 22.7 544

TV18 Broadcast 33.95 832.6 132.1 530

Excel Crop Care 129.95 47.3 7.8 506

Amtek India 78.05 1,294.5 214.0 505Welspun Proj. 25.45 55.0 9.1 503

Gokul Refoils 84.90 338.4 59.8 466

VOLUME SHOCKERS

Company Qty000 Price (Rs) Chg (%) Company Qty000 Price (Rs) Chg (%)

Kwality Dairy 2,130.52 73.60 -4.97

Rama Paper Mills 661.15 41.45 -4.93

Parsvnath Devl. 347.90 39.95 -9.92

Neha Intl. 320.61 66.45 -4.94

RCL Foods 297.41 61.30 -4.96

Regency Trust 249.68 59.20 -4.98

Vaarad Vent. 220.52 48.30 -4.92

Chart.Logistics 121.02 26.70 -9.95

Santowin Corp. 103.78 50.90 -9.91

NCL Res. & Finl. 68.15 176.45 -4.98

Sh.Global Trad. 43.98 202.40 -5.00

Bedmutha Indus. 38.77 48.70 -9.98

Rasoya Proteins 23.95 30.55 -9.88

Idea Cellular 13.80 94.05 -4.42

GFL Financials 9.83 37.90 -4.89

PFL Infotech 9.00 377.30 -5.00

Exelon Infra 8.08 26.95 -4.94

Madhur Inds 7.87 32.65 -4.95

Bridge Securitie 7.13 27.15 -4.90

I D F C 6.98 102.95 -4.41

Inani Marbles 6.24 134.55 -4.98M and B Switch. 5.96 100.90 -4.99

KLG Capital 5.50 46.45 -4.91

Umang Dairies 5.39 26.05 -4.93

Fineotex Chem 5.25 97.40 -9.98

Mediaone Global 3.07 80.75 -4.94

Provestment Serv 3.00 54.15 -4.92

Dish TV 2.94 60.25 -5.19

JPT Securities 2.25 38.95 -4.88

Sh.Renuka Sugar 2.02 31.00 -7.19

D C Holdings 2.00 45.20 -4.84

AVT Natural Prod 1.94 300.70 -4.55

Welspun Corp 1.89 72.20 -5.00

Essar Oil 1.87 67.85 -4.77

Kalindee Rail 1.67 91.55 -4.59

Deep Industries 1.63 63.00 -5.12

Asit C Mehta Fin 0.99 28.05 -4.92

Transgene Biotek 0.90 46.35 -11.63

Capital Trust 0.86 33.50 -4.96

Spanco Ltd 0.80 87.05 -6.45

Paragon Finance 0.80 25.40 -4.87

PG Foils 0.78 82.45 -4.96

B P C L 0.74 499.00 -4.63

Thakkers Develp. 0.70 86.95 -4.97COSCO (India) 0.66 41.70 -4.90

Tulip Telecom 0.64 121.50 -4.97

ONLY SELLERS

Company Qty000 Price (Rs) Chg (%) Company Qty000 Price (Rs) Chg (%)

Company High Low Close % Chg

D B Realty 64.60 52.05 64.60 24.11

Som Distilleries 172.75 135.00 164.85 22.11

Religare Techno. 36.90 30.70 36.90 20.20

Hatsun AgroProd. 102.90 84.50 99.90 18.22

Kinetic Engg. 98.95 77.00 89.65 16.43

Harita Seating 85.00 72.80 84.45 16.00

JK Tyre & Indust 64.00 53.50 61.90 15.70

Artefact Project 30.50 25.65 29.65 15.59

Aplab 30.50 26.50 30.50 15.09

Patels Airtemp 45.50 39.10 44.70 14.32

Swastika Investm 44.75 39.00 44.50 14.10

Hella India 150.00 130.00 148.00 13.85

Simplex Projects 91.00 80.00 91.00 13.75

Parabolic Drugs 39.00 33.00 37.50 13.64

Thinksoft Global 37.35 30.10 34.20 13.62

Company High Low Close % Chg

Yuken India 176.90 131.30 140.00 -20.86

Transgene Biotek 57.80 45.50 46.35 -19.81

DCM Shriram Inds 51.50 40.20 42.05 -18.35

PG Electro. 199.85 165.00 165.00 -17.44

Garnet Intl. 156.70 130.00 131.05 -16.37

Agre Devel. 39.40 32.00 33.00 -16.24

Liberty Phosphat 68.00 55.10 57.20 -15.88

Span Diagnostics 34.45 28.25 29.20 -15.24

Camphor & Allied 130.00 110.25 110.25 -15.19

Mahindra Comp 52.00 44.20 44.20 -15.00

Glodyne Techno. 247.50 196.90 210.55 -14.93

Elnet Technolog 30.95 24.25 26.35 -14.86

Pee Cee Cosma 56.35 47.50 48.00 -14.82

Maan Aluminium 50.70 43.00 43.25 -14.69

Sahyadri Inds. 48.85 37.80 41.70 -14.64

Name Ex-Date Purpose Rs.

INFINITE COM NOV 24, 11 DIVIDEND INTERIM 4.00

FORTHCOMING CORPORATE ACTIONS


15/18

ACC 1,130.85 -11.65 -1.02

Ambuja Cem.146.55 -1.65 -1.11

Axis Bank 937.10 -9.90 -1.05B H E L 255.75 -9.55 -3.60B P C L 500.45 -21.45 -4.11Bajaj Auto 1,600.05 -0.05 -0.00Bharti Airtel 364.80 -13.90 -3.67Cairn India 295.20 -5.25 -1.75Cipla 313.70 -3.00 -0.95Coal India 300.60 -1.95 -0.64DLF 195.65 -5.85 -2.90Dr Reddy`s Labs 1,532.75 -6.30 -0.41GAIL (India) 372.90 -1.10 -0.29Grasim Inds 2,266.85 -33.95 -1.48H D F C 624.15 -13.80 -2.16HCL Technologies 384.95 -6.80 -1.74HDFC Bank 426.10 -17.95 -4.04Hero Motocorp 2,126.65 -40.25 -1.86Hind. Unilever 383.65 -1.25 -0.32Hindalco Inds. 119.45 -2.55 -2.09I D F C 103.10 -4.60 -4.27ICICI Bank 726.70 -18.75 -2.52ITC 193.30 -2.90 -1.48Infosys 2,652.65 -71.35 -2.62JP Associates 60.20 -3.15 -4.97Jindal Steel 500.05 -14.65 -2.85Kotak Mah. Bank 441.45 -10.45 -2.31Larsen & Toubro 1,189.25 -37.85 -3.08M & M 697.05 -12.60 -1.78Maruti Suzuki 953.60 -5.95 -0.62NTPC 156.65 1.20 0.77O N G C 246.55 -5.30 -2.10

Power Grid Corpn 95.05 -2.85 -2.91Punjab Natl.Bank 883.40 -0.85 -0.10Ranbaxy Labs. 427.65 -18.75 -4.20Rel. Comm. 70.35 0.35 0.50Reliance Inds. 773.40 -21.80 -2.74Reliance Infra. 393.30 -14.85 -3.64Reliance Power 90.05 -1.65 -1.80S A I L 87.85 -2.40 -2.66Sesa Goa 171.60 -3.55 -2.03Siemens 682.50 -17.05 -2.44St Bk of India 1,655.20 -34.30 -2.03Sterlite Inds. 104.20 -0.65 -0.62Sun Pharma.Inds. 497.50 -5.15 -1.02TCS 1,062.30 -19.55 -1.81Tata Motors 168.35 -4.10 -2.38

Tata Power Co. 91.05 -2.85 -3.04Tata Steel 382.65 -9.05 -2.31Wipro 365.90 -11.90 -3.15

S&P CNX NIFTY MOVERS

Adv Adv as % Decl Decl as % Unch Unch as % Total

Group of Total of Total of Total

A 26 12.75 178 87.25 0 0 204B 575 26.12 1555 70.65 71 3.23 2201

T 158 31.1 320 62.99 30 5.91 508

Z 2 66.67 1 33.33 0 0 3

TOTAL 761 2054 101 2916

ADVANCES/DECLINES

52-WEEK HIGHS

15

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

Cognizant Tech 65.17 0.46 0.71Dr Reddys Lab 29.40 -0.08 -0.27HDFC Bank 26.18 -0.37 -1.39ICICI Bank 28.38 -0.05 -0.18Infosys Tech 51.00 0.02 0.04MTNL 1.01 -0.02 -1.94Patni Computer 16.79 0.59 3.64Rediff.com 7.87 -0.10 -1.25

Satyam Infoway 4.19 0.19 4.75Tata Motors 15.94 0.53 3.44Wipro 9.38 0.17 1.85* Over prev close As on Nov 22, 11

ADR PRICES

Company Close ($) Chg Chg (%)

Yash Trad.& Fin. 232.70

Krishnadeep Trad 179.00

Trendy Knitwear 110.30

Amtek India 78.20

Ashika Credit 56.75

Oasis Sec. 51.20

Krishna Vent. 31.55

Aricent Infra 27.80

Inter Globe Fin 17.50

Company Price (Rs) Company Price (Rs) Company Price (Rs)

52-WEEK LOWS

Orissa Minerals 36,621.40

BSE Sensex 15,699.97

BSE Metal 10,023.70

BANKEX 9,649.30

BSE Cap Goods 9,078.67

BSE 100 8,124.21

BSE Oil 7,955.45

BSE PSU 6,588.11

BSE Small-Cap 5,975.99

BSE 500 5,972.48

BSE Mid-Cap 5,514.11

Kaycee Inds. 3,695.00

BSE Dollex 30 2,472.60

Victoria Mills 2,272.00

Honeywell Auto 1,927.50

BSE 200 1,904.66

Glaxosmit Pharma 1,903.50

BSE Power 1,866.60

St Bk of India 1,654.30

Dollex 100 1,612.21

Lak. Mach. Works 1,597.55

Pilani Invest. 1,565.45

BSE Realty Index 1,538.20

Zandu Realty 1,420.00

BSE IPO 1,380.98

Larsen & Toubro 1,191.35

Oil India 1,159.80

BSETASIS Shariah 1,047.47

CMI FPE Ltd 1,007.85

Axis Bank 936.50Goldman BankETS 850.00

United Spirits 736.90

ICICI Bank 726.95

Monsanto India 718.00

Siemens 681.65

Ruby Mills 665.00

BSE Dollex 608.30

Bharat Bijlee 590.20

A B B 586.60

Financial Tech. 557.75

MMTC 549.00

Fulford (India) 541.00

S B T 528.35

Sudarshan Chem. 508.20

Shriram Trans. 499.60

B P C L 499.00

Goldman NiftyETS 483.95

St Bk of Mysore 452.00

Savita Oil Tech 444.00

Alstom Projects 421.15

Tata Inv.Corpn. 420.40

JSW Holdings 390.70

Natl. Peroxide 371.85

Sandur Manganese 369.35

Monnet Ispat 360.75

Corporation Bank 356.70

BF Utilities 353.75

Rel. Indl. Infra 343.85

St Bk of Bikaner 340.85

Revathi Equipmnt 328.00

Honda Siel Power 318.55

Mahindra Holiday 300.00Hyd.Industries 297.95

Adani Enterp. 295.45

Tata Sponge Iron 294.00

Goldman Sach PSU 291.40

Mahindra Life. 278.00

Z F Steering 269.45

Oriental Bank 266.00

B H E L 255.70

TRF 249.20

BGR Energy Sys. 246.50

Siyaram Silk 243.70

CESC 241.25

Hikal 240.00

Coromandel Engg. 218.90

Engineers India 211.30

Glodyne Techno. 210.55

A.K.Capital Serv 204.90

DIC India 204.80

Torrent Power 198.00

Bengal & Assam 192.90

Areva T&D 192.55

Techno Elec. 190.45

Indian Bank 188.60

Tecpro Systems 186.55

Hind.Copper 185.10

C P C L 181.95

NMDC 181.30

Nirav Commercial 178.45

Asian Hotels (N) 174.50

Jindal Poly Film 172.25

Sesa Goa 171.55

Sukhjit Starch 170.00HEG 168.00

T R I L 167.50

Company Price (Rs) Company Price (Rs) Company Price (Rs)


16/186

STOCK REPORTBSECompany Client Name Buy/Sell Quantity Price(Rs) Amt(CR)

Kirskar Oil Kirloskar Industries Ltd Buy 1421000 140.00 19.89

Onelife Cap Aarav Financial Services Private Ltd Buy 89827 269.99 2.43

GIC Housing Shubhamangal Credit Capital Private Ltd Sell 300000 80.50 2.42

Tilaknagar I The Royal Bank Of Scotland N.V. Sell 600000 28.90 1.73

Prakash Constro Chandarana Intermediaries Brokers Private Ltd Sell 78120 204.13 1.59

Prakash Constro Chandarana Intermediaries Brokers Private Ltd Buy 78120 203.18 1.59

Usher Agro Raga Finvest Ltd Sell 200000 79.03 1.58

Chandni Text Satyaprabhu Infrastructure Private Ltd Buy 6540408 2.07 1.35

Transgene B Overall Financial Consultants Pvt Ltd Sell 210111 52.19 1.10

Transgene B Overall Financial Consultants Pvt Ltd Buy 211647 51.19 1.08

Chandni Text Amrapali Capital And Finance Services Ltd Sell 5000000 2.07 1.04

Karma Inds Majestic Garments Private Ltd Sell 168601 55.12 0.93

Sumeet Inds Shankarlal Sitaram Somani Buy 488117 18.40 0.90

Ravinay Trad Suresh Khemka Buy 21000 341.35 0.72

Kailashpti Salasar Techno Engineering Private Ltd Sell 40000 170.00 0.68

Sumeet Inds Free India Assurance Services Ltd Buy 360000 17.63 0.63

Kailashpti Mukesh Aggarwal Sell 33900 172.00 0.58

Kailashpti Niftys Technologies Private Ltd Buy 33000 171.48 0.57

Prraneta Ind Ailish Traders Private Ltd Sell 2400000 2.31 0.55

Sumeet Inds Saurashtra Finstock Private Ltd Sell 305000 17.63 0.54

Chandni Text Lakhmendra Chamanlal Khurana Sell 2500000 2.07 0.52

Chandni Text Ranjana Lakhmendra Khurana Sell 2500000 2.07 0.52

Prraneta Ind Monaecum Properties Private Ltd Buy 2085930 2.31 0.48

Simbhaoli S G N Credits Private Ltd Sell 144550 29.57 0.43

Kanchan Int Ganesh Anant Ghadge Buy 60500 58.47 0.35

Dazzel Conf Dipika Krushnakumar Brahmbhatt Buy 1000001 3.06 0.31

Gemstone Inv Jigar P Ghoghari Sell 392392 7.20 0.28

Kanchan Int Shishirkumar Chandrakant Fichadia Sell 42000 58.46 0.25

Scope Inds Naga Venkata Satya Prasad Ponnada Buy 57500 25.97 0.15

Scope Inds Damaraju Srihari Charan Sell 57297 25.97 0.15Arvind Intl Dinesh Chandra Bajoria Buy 118252 12.40 0.15

Soft Inf Sol Krishna Narendrakumar Dave Buy 20000 49.21 0.10

Vaishnavi Ashwani Kumar Agarwal Buy 100000 7.67 0.08

Arnav Corp Nareshkumar Kishanlal Saraf Buy 47071 13.25 0.06

Super Crop Sandeep Motilal Shah Sell 32327 15.95 0.05

Supertex Ind Super Infincon Pvt Ltd Sell 70000 4.92 0.03

Aviva Inds Prakashbhai Ishwarbhai Rana Sell 14353 17.15 0.02

Parichay Inv Keerti Gupta Buy 7200 28.90 0.02

Beryl Secur. Dilip Kumar Nolkha Sell 31500 5.90 0.02

Beryl Secur. Ram Babu Vijay Buy 31500 5.90 0.02

Alpha Hi-Tec Mukhtyarbegum Noormiyan Shaikh Buy 21638 5.54 0.01

BULK DEALS


17/1817

BULK DEALS

NSECompany Client Name Buy/Sell Quantity Price(Rs) Amt(CR)

Kirskar Oil Kirloskar Industaries Ltd Buy 2029000 139.99 28.40

Kirskar Oil India Capital Fund Ltd Sell 1791626 140.00 25.08

Gitanjali Gm Choksi Mehul Chinubhai Buy 450000 331.67 14.93

Zylog System Aditicon Service (I) Ltd Buy 106000 350.37 3.71

Zylog System Sripriya Srikanth Buy 83172 362.21 3.01

Prakash Constro Nitin Babaji Palande Sell 141914 204.25 2.90

Prakash Constro Nitin Babaji Palande Buy 137914 204.91 2.83

Prakash Constro Overall Financial Consultant Pvt Ltd Buy 138632 202.41 2.81

Prakash Constro Overall Financial Consultant Pvt Ltd Sell 138632 201.45 2.79

Prakash Constro Chandarana Intermediaries Brokers P. Ltd Buy 78210 204.54 1.60

Prakash Constro Chandarana Intermediaries Brokers P. Ltd Sell 78210 203.79 1.59

Prakash Constro Parmar Krunal Chandrakant Sell 75000 208.33 1.56

Prakash Constro Parmar Krunal Chandrakant Buy 75000 201.00 1.51Sumeet Inds Shankar Lal Somani Buy 411000 18.45 0.76

Motor & Gen Rajiv Gupta Sell 138595 40.00 0.55

Sumeet Inds Jignesh D Rangoonwala Sell 300000 17.67 0.53

Motor & Gen Bhaubali Services Ltd Buy 130156 40.00 0.52

Rama Newsp Prism Impex Pvt Ltd Sell 300000 11.05 0.33

Rama Newsp Kamna Credits And Promoters Private Ltd Buy 300000 11.05 0.33

NOV 24

JK Agri Gen Audited ResultsKLRF Quarterly ResultsRadhe Devlop 1. Amendment of Memorandum

of Association of the Companyand Articles of Association of theCompany with regard to theabove said consolidation of

Share Capital.2. To Approve Notice of EGM Forthe above Mention Purpose.&Consolidation of Shares inter alia,for the consideration of the

following matters:Consolidation

of Shares Capital of the Companyi.e. Conversion of Equity Shares offace value of Re. 1/- each into facevalue of Rs. 10/- each

Trinethr Inf For considering issue of Equity/Warrants on preferential basis.

NOV 25

Cethar Industri Quarterly ResultsControl Prnt To allot 4,00,000 Warrants

convertible into Equity Sharesto proposed allotees.

Database Financ Quarterly Results

Global Offshore Interim DividendHindustan Photo Quarterly ResultsISGEC Heavy Dividend & Audited Results

JD Orgochem Audited ResultsKothari World Allotment of Equity Shares issuedon preferential basis and reissueof forfeited shares.

SIP Ind Audited Results

NOV 26

Mysore Paper Quarterly Results

NOV 27

Andhra Cem Quarterly Results & AuditedResults

NOV 28

Consol Secur To consider the alternative way offund raising which includes issueof equity shares/convertiblewarrants on preferential basis.

Dwarikes Sug Audited ResultsEscorts Audited ResultsEuro Finmart 1. To discuss and approve the

draft scheme of amalgamation ofEuroplus Financial Services

Limited, Euro Global ReinsuranceBrokers Limited, Faith BusinessAdvisors Limited, Alankit Life Care

Limited with Euro Finmart Limited,2. To discuss and approve thefairness opinion certificate given

by Merchant Bankers.3. To discuss general working ofthe Company.

JHS Svendga Audited ResultsNELCO Dividend & Audited ResultsTriveni Engg Dividend & Audited ResultsVatsa Education Quarterly Results

NOV 29

Arihant Fond Audited ResultsAutom Axle Audited Results & Final DividendBheema Cem 1. Allotment of Cumulative

Redeemable Preference Shares toBanks against funding of interest

on term loan as per CDR package.2. Allotment of Equity Shares toBanks against funding of intereston term loan as per CDR package.

Fin Eyes Audited ResultsK S Oils Quarterly ResultsLakshmi Cot Dividend & Audited ResultsMIC Electr Audited ResultsMRF Final Dividend & Audited ResultsSB & T Intl To fix the date of Annual General

Meeting.2. To approve the Notice ofAnnual General Meeting for thefinancial year 2010-2011.

3. To fix the book closure date.&Dividend & Audited Results

Vatsa Music Ltd Quarterly Results

FORTHCOMING BOARD MEETINGS

Company Purpose Company Purpose Company Purpose


18/18

STOCK REPORTBS TOP 500

HOTELS

Indian Hotel Sep 11 357.56 8.85 8.12 - 18.44 25.69EIH Sep 11 237.15 9.31 16.59 - 21.17 38.15Hotel Leela Sep 11 127.94 17.34 -64.90 - 10.85 -Sterl Holidy Sep 11 10.96 54.37 -11.71 - - -The Byke Hosp Sep 11 6.77 13.40 0.26 18.18 9.16 107.60Total 740.38 10.91 -51.64 - 16.50 52.05INFORMATION TECHNOLOGYTCS Sep 11 11633.49 25.27 2301.00 6.08 29.91 21.86Wipro Sep 11 9094.50 17.64 1300.90 1.25 2 1.57 17.38Infosys Sep 11 8099.00 16.58 1906.00 9.73 3 2.94 21.64Redington Sep 11 5435.71 39.77 61.27 2 4.31 2.42 12.66HCL Info Sep 11 2791.65 -5.80 12.15 -74.40 1.75 8.62HCL Techno Sep 11 1979.22 32.10 397.55 104.00 29.33 19.32Mahi Satyam Sep 11 1577.71 26.99 238.24 922.05 21.41 40.17Tech Mahindra Sep 11 1333.29 -13.08 240.44 59.59 30.19 8.71MphasiS Jul 11 1293.63 1.14 194.80 -28.18 2 2.65 6.97Patni Comp Sep 11 891.78 8.08 90.27 -37.51 18.18 15.34Glodyne Tech Sep 11 659.19 37.69 52.58 34.65 19.04 5.20Oracle Fin Sep 11 618.34 6.17 165.42 -21.79 40.62 18.20Firstsource Sep 11 533.03 7.83 21.45 -35.41 9.70 3.63Moser Baer Sep 11 531.99 3.15 -62.06 - 15.74 -Polaris Finan Sep 11 523.12 30.22 53.94 12.02 16.16 6.073i Infotech Sep 11 497.70 -22.64 25.24 -60.54 18.75 1.83Sterling Int Sep 11 489.35 31.65 81.88 12.89 19.76 17.14Rolta Sep 11 485.85 13.63 62.16 -16.87 38.52 2.37MindTree Sep 11 456.70 18.81 54.50 134.91 18.15 10.92Hexaware Tch Sep 11 366.00 29.91 64.70 53.90 23.21 11.32CMC Sep 11 357.69 31.55 32.63 -25.21 16.25 1 7.31Coreedutec Sep 11 353.22 2 6.54 74.96 40.01 39.83 11.21KPIT Cummins Sep 11 325.02 44.74 36.48 53.60 17.87 12.94Educomp Sol Sep 11 319.77 15.53 12.77 -77.91 23.76 5.92

Zylog System Sep 11 259.60 15.74 43.25 27.96 31.06 4.65Geodesic Sep 11 240.86 13.22 60.09 -29.51 4 8.01 1.33NIIT Sep 11 196.32 11.72 7.23 38.77 15.75 18.15NIIT Techno Sep 11 190.87 -6.40 28.10 4.77 24.05 10.96LGS Global Sep 11 163.07 32.73 20.12 5 0.04 18.50 4.15Tata Elxsi Sep 11 137.35 37.17 10.97 4 8.64 16.06 18.46Subex Sep 11 128.90 3.74 -12.95 - - 5.04Finan Techno Sep 11 123.14 12.76 69.24 -18.20 69.53 38.47eCler x Ser Sep 11 113.74 3 8.22 44.24 6 0.23 51.13 14.66Everonn Edu Sep 11 79.56 -26.37 -3.77 - 3 0.35 11.52Aptech Sep 11 47.42 -12.10 6.62 21.02 20.62 10.25Edserv Soft Sep 11 36.15 68.30 1.49 -78.37 14.63 3.74Total 52363.93 18.02 7693.90 7.90 23.01 18.60LOGISTICSContainr Crp Sep 11 994.55 5.33 175.42 -15.15 33.99 14.88Adani Port Sep 11 619.72 49.85 273.42 29.17 67.34 24.34

Blue Dart E Sep 11 388.94 32.19 29.75 41.80 12.78 28.07Arshyia Intl Sep 11 247.96 2 5.47 31.85 74.14 27.26 8.90GATI Sep 11 236.32 4.35 3.83 2.13 11.67 17.62Cox & Kings Sep 11 136.72 27.42 27.41 -20.83 48.57 19.77Thomas Cook Sep 11 102.14 13.74 25.05 11.58 45.81 16.04Guj Pipavav Sep 11 97.86 21.17 13.22 - 48.51 61.61Gateway Dist Sep 11 60.12 43.01 22.57 11.46 60.55 14.84Total 2884.33 20.38 602.52 13.92 38.04 20.54MEDIA - ENTERTAINMENTZee Enter Sep 11 718.38 0.96 156.00 2 3.57 32.23 17.17Dish TV Sep 11 482.27 47.87 -48.56 - 27.17 -Sun TV Net Sep 11 451.26 6.23 180.12 7.57 85.11 12.12TV18 Broadcast Sep 11 301.96 5 3.05 -8.02 - 9.08 61.37Den Network Sep 11 256.56 3.01 4.43 -57.85 10.47 33.29UTV Software Sep 11 240.04 -2.78 -28.86 - - 174.23

Reliance MW Sep 11 234.61 1.43 -120.51 - - -Eros Intl M Sep 11 174.80 -6.33 27.35 -39.68 24.51 19.50INOX Leisure Sep 11 114.02 28.05 9.10 174.10 19.97 21.40

Wire & Wirel Sep 11 89.29 21.04 -13.81 - 8.04 -

Ent Network Sep 11 70.10 -35.99 8.32 692.38 19.90 34.22Prime Focus Sep 11 41.02 12.69 6.38 1 7.93 47.85 40.12Shree Ashta Sep 11 0.06 -99.95 24.72 44.6568383.33 15.71Total 3174.37 5.89 196.66 -32.97 28.94 38.16METAL - NON FERROUS

Sterlite Ind Sep 11 10195.70 67.39 997.78 -1.02 22.59 6.22Hindalco Sep 11 6271.87 7.03 502.52 1 5.84 1 3.48 10.07Hind Zinc Sep 11 2636.82 19.77 1 344.69 41.74 69.32 8.10

Nat Alum Sep 11 1613.93 9.11 139.34 -37.81 17.64 12.83Hind Copper Sep 11 269.98 -17.17 46.46 -17.35 26.73 70.44Total 20988.30 31.53 3030.79 13.48 25.41 9.05

MININGCoal India Sep 11 13148.08 18.43 2593.11 73.51 32.65 20.41NMDC Sep 11 3062.32 24.49 1963.15 42.41 9 5.95 10.18

Sesa Goa Sep 11 789.74 -13.45 1.28 -99.67 9.66 4.52

Guj NRE Coke Sep 11 270.04 10.87 8.04 -18.95 25.99 9.11MOIL Sep 11 248.33 -12.58 100.98 -31.89 63.78 8.03

GMDC Sep 11 244.06 -2.03 62.62 12.16 49.07 12.2520 Microns Sep 11 68.02 14.96 2.48 5 7.96 14.16 10.57Total 17830.59 16.46 4731.66 36.22 42.99 13.80OIL & GAS

ONGC Sep 11 22995.36 24.77 8642.23 60.37 6 7.85 9.53Oil India Sep 11 3357.13 36.07 1138.52 24.29 68.59 8.29Castrol Sep 11 674.10 4.84 95.10 -18.65 21.85 22.36

Tide Water Sep 11 199.65 16.17 11.98 2 7.99 10.20 8.25Total 27226.24 25.39 9887.83 53.75 66.38 9.60OIL EXPLORATION

Cairn India Sep 11 2652.20 -1.27 763.03 -51.86 49.13 7.20Aban Offsh Sep 11 762.57 -7.91 79.25 5.44 6 1.83 4.13Shivvani Oil Sep 11 334.90 16.22 33.26 1.99 42.57 4.11Hind Oil Sep 11 30.98 -54.19 4.11 -71.79 4 8.03 23.10

Total 3780.65 -2.32 879.65 -48.48 51.10 7.10Packaging - othersUflex Sep 11 1097.21 27.95 57.33 -71.72 13.58 1.54

Essel Prpack Sep 11 396.28 7.63 9.15 -32.02 15.23 10.47Everst Kant Sep 11 171.97 -16.15 -2.98 - 5.45 5.58Total 1665.46 16.40 63.50 -73.64 13.13 2.55

PACKAGING - POLYS/BOPP FILMJindal Poly Sep 11 604.89 -12.00 49.06 -72.71 15.07 1.94Polyplex Crp Sep 11 586.31 -3.22 62.40 -48.74 15.88 0.52Max India Sep 11 187.37 72.61 -10.37 - - -

Total 1378.57 -1.65 101.09 -64.22 13.32 4.06PAINTSAsian Pa ints Sep 11 2250.78 24.30 208.73 -2.78 15.24 32.26

Berger Paint Sep 11 632.67 22.09 43.01 17.07 11.78 22.35AKZO India Sep 11 303.89 25.79 26.31 -27.96 12.63 16.13

Total 3187.34 23.99 278.05 -3.44 14.30 28.48PAPERBallarpur I Sep 11 1111.38 7.97 25.38 -38.02 17.55 8.33AP Paper Sep 11 204.32 11.52 -92.69 - 10.74 -

Rainbow Pprs Sep 11 113.28 28.98 9.98 -13.97 22.23 15.57Rama Paper Sep 11 28.70 -16.50 1.42 86.84 12.40 -Total 1457.68 9.21 -55.91 - 16.86 17.48PESTICIDES

United Phos Sep 11 1775.70 38.80 56.95 -50.36 18.91 11.38Bayer CropSn Sep 11 730.38 12.24 84.05 31.35 18.15 21.13Rallis Sep 11 436.53 18.63 61.86 5.38 23.19 22.28

PI Ind Sep 11 245.62 31.36 19.36 3.25 14.97 11.83Insectcides Sep 11 209.71 2 6.96 16.38 26.78 11.53 12.55Total 3397.94 28.22 238.60 -11.33 18.55 14.49

(Rs crore) Quarter Net % Net % OPM TTM P/ECompany Ended Sales chg Profit chg (%) (Times)

(Rs crore) Quarter Net % Net % OPM TTM P/ECompany Ended Sales chg Profit chg (%) (Times)

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. Forbanks, Net Sales = Interest Income minus Interest Expenses or Net Interest Income.Data complied by BS Research Burearu

23nov11 Smart Investor

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