1. V Valuehunt
Morning Notes – 4 April 2013
Market Commentary
Good Morning!!
Up and down where is Indian Equity Market is going to be?
In the last few hours of trading, Indian Equity Market plunged more than a percent. It was riding a roller
coaster trend in the last two months. Currently, Implied Equity Risk Premium is 3.794% and cost of Indian
equities is 15.364%. At the current level, this is too high. We expect the market to go down a lot.
In this kind of market, what a value investor should do? As investor, one should always stay invested in the
market. So it is better to invest in fundamentally strong stocks.
Maharashtra Seamless Ltd – Announced buyback of shares
This is can be one such fundamentally strong stock that manufactures seamless steel pipes and tubes.
Yesterday company announced to discuss in upcoming board meeting for buyback of shares. Currently the
stock is trading at 5x Price to Earnings and also close to 52 week low. It is a net cash company. By all means,
this stock seems to be fundamentally good and it is indicative by recent company’s intention to buyback its
own shares. Keep watching this stock.
Contact Us:
E-Mail : dhananjayan.jayabal@cp-artha.co | Mobile : +91 96294 74080

2. V Valuehunt
Morning Notes – 4 April 2013
Global Indices Nifty Movement FII & DII Turnover Currency
Close Change 5,900
Points Buy Sell Change (%)
Price (%) 5,673
(1.31%) FII (Rs.mn) 23,539 27,223 INR - USD 54.40 (0.1)
Nifty 5,672 (75.2) (1.3)
Nifty
5,700 Change (%) 19% 34% INR - EUR 69.66 (0.3)
Sensex 18,801 (239.3) (1.2)
DII (Rs.mn) 8,302 7,925 INR - GBP 82.07 (0.2)
Nikkei 12,362 358.8 3.0
Change (%) 6% 38% JPY – USD 93.52 0.1
Straight Time 3,321 4.2 0.1
5,500
Hang Seng 22,337 (30.3) (0.1) 25-Mar-13 3-Apr-13 **FII – Foreign Institutional Investor
Shanghai 2,225 (2.4) (0.1) **DII – Domestic Institutional Investor
FTSE 100 6,420 (70.4) (1.1)
CAC 40 3,754 (50.4) (1.3) Special Situation Stocks
DAX 7,874 (69.1) (0.8)
DJIA 14,550 (111.6) (0.7)
S&P 500 1,553 (16.5) (1.0)
Company Special Situation Comments
NASDAQ 3,218 (36.2) (1.1)
Sectoral Indices
Close Price Change (%)
Realty 1,838 (2.7)
Oil & Gas 8,373 (1.8)
Metal 8,647 (2.1) Maharashtra Company to consider buyback of its own
Bankex 13,035 (1.5) Buyback
Capital Goods 9,128 (2.3) Seamless Ltd shares in the board meeting
Power 1,686 0.1
IT 6,913 (0.9)
Auto 9,730 (2.2)
FMCG 5,917 (0.1)
HeathCare 8,247 0.2
Contact Us:
Contact Us:
E-Mail ::dhananjayan.jayabal@cp-artha.co | Mobile : +91 96294 74080
E-Mail dhananjayan@artha-cap.com | Mobile : +91 96294 74080

3. V Valuehunt
Morning Notes – 4 April 2013
Nifty Gainers Headline News
Economic Times Business Standard
Close Change (%)
Company
Price  FLSmidth gets Rs 190 crore order from Tata Steel  'AirAsia should have applied for licence first'
Sun Pharma 864.30 1.53
 Auchan plans to set up 60 stores in India: Anand  Industry hails CERC breather for Adani Power
NTPC 145.40 0.90
Ranbaxy Labs. 453.05 0.81  Crompton Greaves bags Rs 239 crore project  Unfazed Singapore Airlines plans to increase services to
Tata Power Co. 95.95 0.68
 Miner NMDC cuts higher grade iron ore prices by 7%
India
ITC 307.60 0.15
 Maruti's first Gujarat site faces land hurdle
 Banks' 2012/13 loan growth below RBI projection on
slow demand  We will not recommend that every company raise funds via
 Qatar's investor Hassad Food acquires majority depository receipts: Vikas Taimni
Nifty Losers
equity interest in India's Bush Foods Overseas  US business groups say verdict to impact pharma innovation
Close
 ITC’s entry into packaged namkeens may trigger
in India
Company Change (%)
Price
NMDC 130.20 (4.44)
another food war  Cabinet secretariat pulls up DoT
DLF 244.85 (4.28)  Eveready records Rs 60 crore turnover from Madhya  Market falls in last-hour selling
Bharti Airtel 280.80 (3.77) Pradesh operations  Investment 'grey market' rapidly growing, says Sebi chief
Tata Motors 257.20 (3.74)
Bajaj Auto 1,692.35 (3.44) Business Line Money Control
 Excise, service tax mop-up to beat target despite  Don't short Nifty at 5700; bet on pharma, power: Experts
slowdown  Bank loans miss FY13 RBI projection; grow 14% yoy
Commodity  IDBI Bank-Stock Holding Corporation merger move a
 Sebi takes a dig at Sahara refund claims
drag: Analysts
Rs. Change (%)  Kapil Sibal approves Rs 104cr penalty on Vodafone
Crude (Rs/Bbl) 5,198 (2.0)  Funds raised in primary markets jump 44%
 MF industry AUM rises by Rs 1.5 lakh cr in 2012-13
Gold (Rs/10 grms) 29,243 (1.2)  ‘Good monsoon’ should help reduce interest rates a
Silver (Rs/Kg) 50,758 (1.4) little faster  SC reserves verdict in PIL challenging Cairn-Vedanta deal
Copper (Rs/Kg) 403 (1.3)
 Reliance D6 audit will be done by CAG as per  Kingfisher lenders to continue selling USL shares: SBI
Note: MCX near month Futures Price production sharing contract  Decision on Tata Power, Rel Power pleas in 10 days: CERC
Note : Click on article to read the respective news
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E-Mail : dhananjayan.jayabal@cp-artha.co | Mobile : +91 96294 74080

4. V Valuehunt
Morning Notes – 4 April 2013
Insider Trading Bulk Deal (BSE/NSE)
Shares Trans. Holdin Buy
Transaction Buy Company Client Name Quantity %
Company Buyer / Seller g after /Sale
Date /Sale Quantity %
Trans. TREE LINE ASIA MASTER
Arshiya Intl FUND (SINGAPORE) PTE S 504,779 17.77
Adhunik Sungrowth Share & LIMITED
26/03/2013 B 10,000,000 22.5
Metaliks Ltd Stock Ltd
IIFL INC A/C STEADVIEW
Shriram City Uni CAPITAL MAURITIUS B 412,000 1,229.21
LIMITED
Amtek Auto Shivani Horticulture
25/03/2013 B 1,355,041 5.08
Ltd Pvt Ltd NORWEST VENTURE
Shriram City Uni PARTNERS X FII - S 394,009 1,230
MAURITIUS
Future ** Weighted Average
Arisaig Partners
Ventures India 19/03/2013 B 13,000,000 0.82 5.03
Asia Pte Ltd
Ltd
Corporate Action
The President of
National India, acting Company Ex-Date Purpose Rs.
Aluminium through Ministry of 15/03/2013 S 156,938,918 6.09 81.06
Company Ltd Mines, Government
of India Claris Lifesciences 04 Apr 2013 Dividend 2.00
Pipavav
Defence and
SKIL Shipyard
Offshore 21/03/2013 B 362,050 4.61
Holdings Pvt Ltd
Engineering
Company Ltd Colgate Palmolive 04 Apr 2013 3rd Interim Dividend 9.00
Pipavav
Defence and
SKIL Shipyard
Offshore 22/03/2013 B 266,047 4.65
Holdings Pvt Ltd Glaxosmithkl Phar 04 Apr 2013 Dividend 50.00
Engineering
Company Ltd
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neither with regard to indirect nor to direct or consequential damages. CP-Artha Financial Advisory Private Ltd, their shareholders and employees are not liable for the
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