The document provides a summary of Indian and global market performance for February 11, 2011. The key points are: - Indian markets rebounded from losses in the previous five days, with the Sensex gaining 1.52% and Nifty rising 1.61%. Midcap and smallcap indices outperformed. - US markets rose, extending gains on optimism about the global economic recovery. The Dow rose 0.36% and Nasdaq gained 0.68%. Asian markets opened higher as well. - Among Indian sectors, banking, autos, capital goods and realty led the gains. Tata Motors reported a surge in quarterly profit. CIL is looking to acquire coal assets in Australia.

1. February 14, 2011
Volume: 1 | Issue: 389| November 1, 2010
INDIAN MARKET 11-Feb 10-Feb % Change COMMENTARY
BSE Sensex 17,729 17,463 1.52 INDIA
NSE Nifty 5,310 5,226 1.61
BSE Midcap 6,476 6,292 2.92 Finally, some relief for the Indian markets, after witnessing selling pressure for five consecutive days, the
BSE Smallcap 7,809 7,586 2.94 Indian markets snapped the losing streak as the benchmark indices staged a smart pull back in the second
Nifty Junior 10,406 10,198 2.04 half of the trading session. Friday's rally was led by the Banking, Auto, Capital Goods and Realty stocks.
CNX Midcap 7,484 7,324 2.19 Even the broader indices participated in the upswing, infact the BSE Mid-Cap and the Small-Cap indices
outperformed the index. The BSE Sensex rose 266 points to end at 17,728 and the NSE Nifty gained 84
points to close at 5,310.The BSE Mid-Cap and the BSE Small-Cap index gained 3.2% and 3% respectively.
GLOBAL MARKETS 11-Feb 10-Feb % Change The market breadth is weak. Out of 2847 stocks traded on the BSE, there are 1718 advancing stocks as
Dow Jones Ind (USA) 12,273 12,229 0.36 against 1043 declines.
Nasdaq Composite(USA) 2,809 2,790 0.68
S&P 500 (USA) 1,329 1,322 0.54
FTSE 100 (UK) 6,063 6,021 0.70 GLOBAL MARKETS.
DAX (Germany) 7,371 7,335 0.50
Nikkei 225 (Tokyo) 10,606 10,606 0.00 The US markets have outperformed the Emerging markets in this week by gaining nearly 1.5 percent this
Hang Seng (Hong Kong) 22,829 22,709 0.53 show a sign of recovery in the developed economy. U.S. Stocks rose, extending a second straight weekly
advance, as Egyptian President Hosni Mubarak’s resignation and a jump in consumer confidence to an
Shanghai Comp (China) 2,828 2,819 0.31
eight-month high bolstered optimism in the global economic recovery. The S&P 500 rose 0.54 percent to
KOSPI (South Korea) 1,977 2,006 (1.41) 1,329. The Dow Jones Industrial Average increased 0.36 percent, to 12,273 and the Nasdaq also jumped
STI (Singapore) 3,077 3,099 (0.69) 0.68 percent ending the week at 2809.
MSCI Emerging Market 414 414 0.00
MSCI Frontier Market 596 598 (0.33) Asian Markets have opened up on a positive note Nikkei is up by 0.75 percent and Hang Seng is up by 0.80
percent.
BOND MARKETS 11-Feb 10-Feb Change CORPORATE/ ECONOMY NEWS
10yr G-Sec Yield 8.20 8.20 0.00 Tata Motors Ltd said on Friday quarterly profit surged, topping forecasts, on robust sales in its home
1yr G-Sec Yield 7.59 7.67 (0.08) market and improving demand at its Jaguar and Land Rover unit. The company, India's largest truck and
LIBOR (6m) 0.46 0.46 0.00 bus maker, reported a consolidated net profit of Rs 2,420 crore for the fiscal third quarter ended December
LIBOR (1m) 0.26 0.26 0.00 31, from Rs 650 crore in the year-ago quarter.
Interbank Call rate 6.7 6.6 0.08
Textiles and apparel major S Kumars Nationwide Ltd (SKNL) is betting big on its sub-Rs 500 clothing and
accessories brand, World Player, and plans to make it a Rs 500 crore brand in the next 3-5 years.
BSE Turnover Rs Cr('000) Sensex CIL eyes buying another US-based firm's coal assets, Even as talks to buy an around 15% stake in US-based
18200 4.5 Peabody Energy's coal properties in Australia near their conclusion.
4.0
18000 Anil Ambani group company Reliance Capital reported a 68.28 per cent rise in its net profit at Rs 106.32
3.5
17800 3.0 crore for the quarter ended December 31, 2010.The company had a net profit of Rs 63.18 crore in the
2.5 October-December quarter a year ago.
17600
2.0
17400 1.5 Max Healthcare is likely to invest up to Rs 1,000 crore over the next three years to set up a medical
1.0 education institute at Greater Noida.
17200
0.5
17000 0.0 IT services company Allied Digital Services is going to meet today, to decide on buyback of shares.
7-Feb 8-Feb 9-Feb 10-Feb 11-Feb
Realty firm Ansal Properties & Infrastructure plans to raise up to Rs 350 crore within this year from private
equity players by diluting its stake in various projects to fund its ongoing construction activities.
NSE Turnover Rs Cr('000) Nifty Triveni Engineering and Industries reported 67% dip in net profit to Rs 23.92 crore for the quarter ended
5450 18 December 31 against Rs 72.94 crore in the year-ago period due to squeezed margins in sugar business.Net
5400 16 sales, however, rose to Rs 591.74 crore during the first quarter of this fiscal from Rs 487.24 crore a year-ago.
14
5350 12
5300 88.38 #DIV/0!
10 Shriram EPC, the integrated design, engineering, procurement and construction service
8 provider, reported net profit at Rs 8.80 crore for the quarter ending December 31, 2010, up by 18.27% over
5250
6 the same period last year. The Chennai-based company reported a net profit at Rs 7.44 crore during the
5200 same period last year.
4
5150 2
5100 0 Retail player Vishal Retail reported a net loss of Rs 19.37 crore for the quarter ended December
7-Feb 8-Feb 9-Feb 10-Feb 11-Feb 31, 2010.The company had a net loss of Rs 120.91 crore in the same period last year.
`

2. February 14, 2011
Volume: 1 | Issue: 389| November 1, 2010
SECTOR 11-Feb 10-Feb % Change CORPORATE NEWS
Bankex 11,843 11,442 3.50
Aban Offshore Ltd has posted a net profit of Rs. 620.17 mn for the quarter ended
Consumer Durables 5,531 5,392 2.58 December 31, 2010 as compared to Rs. 894.35mn for the quarter ended December
Auto 8,491 8,279 2.56 31, 2009. Total Income has decreased from Rs. 8451.94mn for the quarter ended
Capital Goods 12,636 12,384 2.04 December 31, 2009 to Rs. 7873.69mn for the quarter ended December 31, 2010.
Realty 2,099 2,063 1.75
PSU 8,346 8,222 1.50 Siemens’ Ltd. has joined hands with Healthcare Global Enterprises Ltd. (HCG) to start
Power 2,559 2,526 1.29 the first Centre of Excellence for Cancer Care in Asia. With this initiative, HCG becomes
Healthcare 5,916 5,844 1.24 the first hospital in Asia to collaborate with Siemens’ for a seven year period to focus on
various projects in Oncology.
Oil&Gas 9,235 9,139 1.05
Metal 15,278 15,239 0.26 Hindalco Industries Ltd has announced the following Unaudited results for the
FMCG 3,201 3,193 0.25 quarter ended December 31, 2010.The Company has posted a net profit of Rs. 4603.40
Teck 3,593 3,596 (0.08) mn for the quarter ended December 31, 2010 as compared to Rs. 4271mn for the
IT 6,140 6,148 (0.12) quarter ended December 31, 2009.
Ankur Drugs and Pharma Ltd has set up a stat of the art facilities at Baddi (Himachal
Pradesh). In the quest for greater atomization and making the facilities most
technologically advanced, the cost of the project has gone up significantly which was
not envisaged.
BSE Upper Circuit Breakers Mahanagar Telephone Nigam Ltd has posted a net loss of Rs. (6710.46) mn for the
Company Name 11-Feb 10-Feb % Change quarter ended December 31, 2010 as compared to Rs. (9199.72) mn for the quarter
DIL 354.0 295.0 20.00 ended December 31, 2009. Total Income has increased from Rs. 10359.06 mn for the
JPT Securities 77.7 64.8 20.00 quarter ended December 31, 2009 to Rs. 10680.22 mn for the quarter ended December
Khaitan India 36.0 30.0 20.00 31, 2010.
OMDC 46,799.3 42,544.8 10.00 0
Maharashtra Scooter 354.9 322.6 10.00 Shree Renuka Sugars (SRSL), the country's largest sugar refiner, reported its
consolidated net profit fell by 75% to Rs 66.4 crore for the quarter ended December
31, 2010, as higher costs offset a rise in sales. The company had posted a net profit of Rs
260.9 crore in the corresponding period of 2009.
Educational IT services provider Educomp Solutions Ltd said profit in Oct-Dec surged
56%, as its school learning solutions segment showed strong growth. Reacting to the
BSE Lower Circuit Breakers earnings, shares of the company, which the market values at about Rs 3,950 crore.
Company Name 11-Feb 10-Feb % Change
RM Mohite 271.9 302.0 (10.00) The government said that state-run SAIL's proposed Rs 8,000-crore follow-on public
Sharon Bio 135.0 142.1 (5.00) offer, which has got delayed due to issues with merchant bankers, will now hit the
(5.00) capital markets in March.
Exedy India 149.4 157.3
Jay Energy 66.7 70.2 (5.00)
Apollo Hospitals reported its standalone net profit rose by 4.32 per cent to Rs 45.81
KGN Industries 146.6 154.3 (5.00) crore for the quarter ended December 31, 2010 from the same period previous fiscal.
The company had posted a standalone net profit of Rs 43.91 crore in the corresponding
period last fiscal.
IT peripherals and consumer electronics firm Moser Baer reported a net loss of Rs
115.69 crore for the third quarter ended December 31, 2010.The company had posted a
net profit of Rs 3.23 crore for the October-December quarter last fiscal.
Shipping Corporation of India (SCI) has drawn up a mega vessel acquisition plan till
2011-12 involving an investment of around Rs 14,000 crore.
COMMODITY 11-Feb 10-Feb % Change COMMODITY / CURRENCY NEWS
Crude Oil (USD/bbl) 85.5 87.1 (1.80)
Gold (Rs/10gm) 20,363.0 20,439.0 (0.37)
Silver (Rs/kg) 45,638.0 45,755.0 (0.26) Light Sweet Crude Oil on Friday lost 1.8% closing at $85.5 per barrel. Gold closed down
by 0.37% at Rs 20,363 and Silver closed down by 0.26% at Rs. 45,638.
CURRENCY 11-Feb 10-Feb % Change The Indian Rupee closed lower against the dollar at 45.72 as the Indian equity
INR / USD 45.72 45.65 0.15 benchmarks ended on positive note.
USD / Euro 1.35 1.36 (0.74)
Yen / USD 83.53 82.64 1.08

3. February 14, 2011
Volume: 1 | Issue: 389| November 1, 2010
FUTURES PREMIUM/DISC Cash Futures P/D% ECONOMY / POLICY / GLOBAL NEWS
STRTECH 50.6 51.4 1.58 India's annual industrial output in December rose at its slowest pace in 20 months on
GLAXO 2213.9 2,238.3 1.10 a higher base last year and stretched capacities at factories, but the Reserve Bank
GTLINFRA 36.7 37.1 1.09 will likely continue tightening monetary policy to tame high headline
RUCHISOYA 101.4 102.4 1.04 inflation.Output rose 1.6% from a year earlier compared with a median forecast of
GVKPIL 27.7 27.9 0.90 2%.
KFA 42.0 42.4 0.83
COREPROTEC 282.1 265.0 (6.05) An upward spiral in interest rates amid rising fuel prices and input costs has the
potential to slow down the growth of the the Indian auto sector to around 14-15% in
NATIONALUM 392.2 384.6 (1.95)
2011 from 31% in 2010.
DLF 247.7 244.2 (1.39)
PFC 250.2 247.6 (1.06) The government is working on a policy to encourage manufacturing of hybrid cars in
MUNDRAPORT 138.6 137.6 (0.69) India through excise duty concessions, to protect environment and reduce the
SUNTV 419.1 417.3 (0.43) country's dependence on fossil fuel.
INSTITUTIONAL ACTIVITY (Rs Cr) 2-Feb 1-Feb YTD India’s merchandise exports in January 2011 came down to $20.6 billion, compared
FII Cash Net (46) (453) (4,608) to $22.5 billion in December 2010. But year-on-year, exports registered growth of
FII Stock Futures (78) 294 (49) 32.5 per cent from January last year, when it stood at $15.6 billion.Imports stood at
FII Index Futures (814) (923) (5,358) $28.6 billion in January, up 13.1 per cent from the same month last year.
Mutual Fund 873 730 856
Snapping two months of declining trend, foreign direct investment (FDI) in India
increased 30.69% to $2 billion (about Rs 9,000 crore) in December 2010.
VALUATIONS P/E P/B DIV YLD In December 2009, India had attracted FDI worth $1.54 billion (Rs 7,185 crore).
BSE 19.3 3.3 1.2
NSE 20.3 3.3 1.2
BSE500 Mcap/GDP Ratio 0.57
MOVERS & SHAKERS
4.91
TOP 5 FRONTLINE GAINERS TOP 5 MIDCAP GAINERS TOP 5 SMALLCAP GAINERS
Name Rs % Name Rs % Name Rs %
Jaiprakash Asso 81.75 7.35 Gitanjali Gems 225.9 18.89 Quadrant Televentures 3.91 19.94
Reliance Infra 615.70 5.2 JM Financial 23.95 13.51 EVERONN 538.8 18.24
ICICI Bank 1,001.60 4.17 Sobha Dev 224.85 12.99 Ashiana Hous 134.9 17.46
L&T 1,556.45 3.99 Shoppers Stop 329.7 11.76 Shirpur Gold 103.3 17.05
HDFC 620.55 3.89 UTV Software 499.9 10.84 Confidence Petro 17.15 16.67
TOP 5 FRONTLINE LOSERS TOP 5 MIDCAP LOSERS TOP 5 SMALLCAP LOSERS
Name Rs % Name Rs % Name Rs %
Hindalco Inds 211.20 -2.27 KGN Inds 146.6 -4.99 RM MOHITE 271.85 -9.98
Tata Power 1,196.60 -1.59 Bombay Dyeing 297.4 -4.53 AQUA LOGIST 19.95 -6.56
Bharti Airtel 319.55 -1.08 Parsvnath Dev 26.4 -4.35 Himatsingka Seide 40.95 -4.99
Hindustan Unilever 268.90 -1.03 AIA Engineering 335 -4.2 Chromatic India 114.65 -4.97
Tata Steel 595.05 -0.79 Shiv Vani Oil 245.2 -3.77 SPECTACLE 15.4 -4.94
BULK DEALS
SCRIPT NAME CLIENT NAME TYPE QTY % PRICE
NSE
Nu Tek India Trans Financial Resources Ltd BUY 3.23% 17.6
Emami Infrastructure Crosseas Capital Services Pvt. Ltd. BUY 2.45% 47.6
Kalindee Rail Nirman (Eng Crosseas Capital Services Pvt. Ltd. BUY 3.60% 197.5
Subex Manish Vrajlal Sarvaiya SELL 1.23% 84.0
Fiem Industries Fiem Industries Limited SELL 2.57% 176.0
BSE
Birla Shloka Philipa John Dmello SELL 1.28% 15.7
Kalindi Rail Deepak Popatlal Vora BUY 0.65% 126.5
Marico Oppenheimer International Value Fd BUY 3.35% 114.0
Dhanus Tech Grantview Properties SELL 2.30% 11.4
Suryajyoti Spi Dinesh Shah SELL 1.22% 51.0