Published

1. V Valuehunt
Morning Notes – 18 January 2013
Market Commentary
Good Morning!!
NIFTY at 6039 & SENSEX at 19964 – Is it a fair value?No it is not…
All major headlines in financial newspapers are filled with very bullish mood. Leading brokers, fund houses and investment bankers fill the air with lot of positive
mood. Market experts believe that market indices will touch new highs. But the fact is Indian corporates except few sectors like Information Technology most of the
sectors are suffering due to cost inflation, foreign exchange loss, etc. GDP growth is 8 year’s low. Fiscal deficit is widening in big time. Inflation is still not under control.
Reserve Bank of India (RBI) is still not in a position to cut the base borrowing rate. But equity market is touching 2 years high. This is what is called ‘Irrationality’. Mr
Market is behaving like a panic. We believe in contrary of the market. We strongly believe that market will start going down in next 3 to 6 months time. Value
investors should play cautiously in this kind of market. So lets not be aggressive as the bargain purchases are very low at the current market condition.
CP-Artha Model Portfolio
Our holdings:
 Gujarat State Fertilizers & Chemicals Ltd
 FDC Ltd
 Menon Bearings Ltd
 Jindal Poly Films Ltd
 Parrys Sugar Industries Ltd
 Kilitch Drugs India Ltd
 Fairfield Atlas Ltd
 Liberty Phosphate Ltd
 Rossell India Ltd
 Aarti Drugs
Contact Us:
E-Mail : dhananjayan.jayabal@cp-artha.co | Mobile : +91 96294 74080

2. V Valuehunt
Morning Notes – 18 January 2013
Global Indices Nifty Movement FII & DII Turnover Currency
Close Change 6,200
Points Buy Sell Change (%)
Price (%) 6,039
0.62% FII (Rs.mn) 36,041 30,399 INR - USD 54.73 0.1
Nifty 6,039 37.3 0.6
Nifty
6,000 Change (%) 3% 23% INR - EUR 72.70 0.1
Sensex 19,964 146.4 0.7
DII (Rs.mn) 14,235 19,433 INR - GBP 87.54 0.1
Nikkei 10,608 9.2 0.1
Change (%) 30% 9% JPY – USD 88.33 (0.1)
Straight Time 3,195 (13.4) (0.4)
5,800
Hang Seng 23,339 (17.2) (0.1) **FII – Foreign Institutional Investor
10-Jan-13 17-Jan-13
**DII – Domestic Institutional Investor
Shanghai 2,284 (24.6) (1.1)
FTSE 100 6,132 28.4 0.5
CAC 40 3,744 35.6 0.9 Special Situation Stocks
DAX 7,735 44.3 0.6
DJIA 13,596 84.5 0.6
S&P 500 1,481 8.3 0.5
Company Special Situation Comments
NASDAQ 3,136 18.5 0.6
Sectoral Indices
Close Price Change (%) The Board of Directors of the Company has
Realty 2,291 2.1
Oil & Gas 9,284 3.1
approved for transfer, sale,and/or otherwise
Metal 10,846 0.3 Gujarat Apollo dispose of the entire product portfolio of
Bankex 14,531 0.1 Divestiture
Capital Goods 10,481 (0.6)
Industries Ltd asphalt plant business as a "going concern" on
Power 1,974 0.2 a slump sale basis to Apollo Construction
IT 6,479 1.4
Auto 11,382 0.4
Equipment Limited
FMCG 5,754 0.1
HeathCare 8,109 (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 – 18 January 2013
Nifty Gainers Headline News
Economic Times Business Standard
Close Change (%)
Company
Price  'Govt tells OMCs to raise diesel prices by Rs 0.5/litre  Analysis: Diesel prices, oil stocks and hopes of a rate cut
HCL Technologies 704.00 4.48 pm'
BPCL 396.15 3.65  Sharma hopeful of FIPB nod for IKEA's proposal
DLF 257.50 3.60
 iGate Q4 net jumps 110% to $ 32.2 million
 BHEL bags Rs 730-cr order from Bhutan
ONGC 314.45 3.51  GMR, GVK exiting projects due to unviability: NHAI
Reliance Inds. 890.00 3.33  India to see 6.1% economic growth this year: UN
 Nayar exit unheralded; will HCL remain unscathed?
 Parliamentary Committee rejects FDI in Insurance  Sebi relies on Sahara order to nail StockGuru fraudsters
Nifty Losers  ICICI Bank drags Deccan Chronicle promoters to  UBS remains bullish on Indian shares
court
 Dreamliner battery probe may take weeks: Japan battery
Close
Company Change (%)  Automakers see brighter side in move to hike diesel maker
Price
Cipla 407.40 (2.08)
prices
 Anant Gupta takes over as CEO of HCL Tech
ACC 1,358.85 (1.85)  IRFC likely to raise another Rs 1,500 cr by this fiscal
Reliance Infra. 526.20 (1.79) year end  Sensex ends higher on growth optimism
Ranbaxy Labs. 488.45 (1.52)
Business Line Money Control
ICICI Bank 1,162.50 (1.47)
 Cairn India likely to decide on raising Rajasthan  December IIP likely to remain in the range of 2-3%: D&B
output
 Jan 18 meeting with Kingfisher management crucial:
Commodity  RiddiSiddhi Bullion, Kothari slap Rs 200 cr defamation Lenders
case on Bombay Bullion Association
Rs. Change (%)  Cabinet approves halving CDMA airwave auction price
 Competition panel finds carmakers guilty of
Crude (Rs/Bbl) 5,186 0.7  Federal Bank Q3 net hit by one-time provision, up 4%
Gold (Rs/10 grms) 30,765 (0.4) monopolising spare parts business
Silver (Rs/Kg) 59,631 (0.1)  Magma Fincorp net up by 174% aided by new accounting
 Big Bazaar cashes in on ‘stylish homes’ concept
Copper (Rs/Kg) 439 0.2  PNB to raise Rs 1250 cr by issuing preference share to govt
 Exide profit flat on high input costs
Note: MCX near month Futures Price
Note : Click on article to read the respective news
Contact Us:
E-Mail : dhananjayan.jayabal@cp-artha.co | Mobile : +91 96294 74080

4. V Valuehunt
Morning Notes – 18 January 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.
RBA FINANCE AND
Ajanta Pharma B 150,000 397.5
Astra INVEST CO
Microwave Atim Kabra 31/12/2012 B 1,370,500 2.77
Products Ltd
Ajanta Pharma RAMJIDAS & SONS S 150,000 397.5
26/12/2012
Idea Cellular
Sanjeev Aga - S 180,000
Ltd
27/12/2012
Dhenu Buildcon USHA VIMAL PODDAR B 96,000 152.94
Ariston Capital ** Weighted Average
Lakshmi Vilas
Asset Holdings Pvt 27/12/2012 S 370,000
Bank Ltd
Ltd
Corporate Action
Jitendra R Tanti as Company Ex-Date Purpose Rs.
Suzlon
karta of Jitendra 26/12/2012 S 6,465,000 0.72
Energy Ltd
Ranchhodbhai HUF
HCL Tech 21-Jan-13 2nd Interim Dividend -
Suzlon Tanti Holdings Pvt
26/12/2012 S 9,670,000 12.81
Energy Ltd Ltd
Varun Shipping 22-Jan-13 Dividend 0.50
Suzlon
Tulsi R Tanti 26/12/2012 S 7,057,000 0.22
Energy Ltd ACI Infocom 23-Jan-13 Stock Split from Rs.10/- to Re.1/- -
Disclaimer:
Reports prepared by CP-Artha Financial Advisory Private Ltd contain selected information and do not purport to be complete. The reports based on publicly available
information and data ("the Information") believed to be accurate and complete. Possible errors or incompleteness of the Information do not constitute grounds for liability,
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
accuracy and completeness of the statements, estimations and the conclusions derived from the Information contained in these documents.