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Get daily information about nifty, sensex, DOW, NASDAQ, CAC, DAX, FTSE, NIKKIE, HANG SENG, and EW ALL SHARE. Narnolia Securities Limited Market Diary 20.01.2014
1. 20th Jan 2014
MARKET DIARY
SGX NIFTY : 6247 (
19pts Down )
Quote of The Day
"The only time to buy that which you don't
understand, is on the day with no 'y' in it."
Warren Buffett
MARKET
Name
Sensex
Nifty
DOW
NASDAQ
CAC
Value
21063.62
6261.65
16458.56
4197.58
4327.5
Change
(201.56)
(57.25)
41.55
(21.11)
8.23
DAX
FTSE
NIKKIE
HANG SENG
9742.96
6829.3
15616.07
23033.53
25.25
13.88
(118.39)
(99.52)
EW ALL SHARE
9995.92
(134.93)
Chart of the Day
Indian Bond Mkt & Sensex Trend
INSTITUTIONAL TURNOVER
FII
Investor
Buy(Cr.)
Sale(Cr.)
Net(Cr.)
17th Jan, 14
4973.63
4,898.36
75.27
Jan,14
2014
Index Action-Nifty (17th Jan, 14)
35060.25
35060.25
33,715.12
33,715.12
1345.13
1345.13
DII
Investor
Contents
Derivative Research
Page
2
Coverage
UPDATE
News
Economic
calendar
Management Tweets
3
UPDATE
4
4
5 to 12
13
Result Calendar
Result Q3FY14
Sale(Cr.)
Net(Cr.)
17th Jan, 14
Jan,14
2014
Index
Buy(Cr.)
1516.24
12531.09
12531.09
1,374.59
15,067.27
15,067.27
141.65
(2536.18)
(2536.18)
COMMODITY PRICE
COMMODITY/CURRENCIES
Value
GOLD
29265.00
SILVER
45136.00
CRUDEOIL
106.80
↑
↑
↓
UPDATE
COPPER
NATURALGAS
458.65
266.10
↑
↓
UPDATE
UPDATE
UPDATE
DOLLAR/RS.
EURO/RS.
POUND/RS.
61.54
83.23
100.96
↑
↓
↓
Narnolia Securities Ltd.
124, 1st floor 7/1, Lords Sinha Road Kolkata -700071. Ph 033-22821500/01/02/03/04 Mob : 9830013196
email: research@narnolia.com, website : www.narnolia.com
2. Derivative Research
NIFTY SNAPSHOT
Nifty Spot
Nifty Jan 2014 Future
6261.65(-57.25)
6272
Nifty Feb 2014 Future
Nifty Jan 2014 Open Interest
6311
17984100
Nifty Feb 2014 Open Interest
7 DMA of Spot Nifty
21 DMA of Spot NIfty
50 DMA of Spot Nifty
VOLATILITY INDEX (VIX)
PUT CALL RATIO
2466050
6250
6247
6193
GRAPH
15.41(-0.13)
1.06
Nifty (Jan Series) Option OI Distribution:
Index Outlook
Activity of Nifty (Jan Series) Strike
CALL
OI
% Chng
6000
674650
-10.0
6100
799300
-10.0
6200
2817650
12.6
6300
5220100
9.4
6400
4967300
4.1
6500
3999150
0.8
Fresh Long Seen In (Rising OI -Rising Price)
Scrip
OI
OI ch%
RCOM
434,24,000
8.8
CIPLA
77,08,000
3.7
GMRINFRA
883,41,000
2.2
ONGC
111,52,000
1.0
BHEL
411,76,000
0.1
RISE IN PCROI
STOCK
T1
IOC
1.05
BHARATFORG
0.29
FEDERALBNK
0.20
HINDPETRO
0.66
JINDALSTEL
1.22
FIIs Activity (Fig in Cr)
Segment
PUT
OI
Buy
Sell
Net
% Chng
4741000
5293400
5582300
3452550
1292800
497600
CMP
-6.6
-7.3
-17.2
-30.6
-12.6
-5.2
Ch%
125.3
417.9
22.9
287.5
171.3
T2
0.83
0.23
0.16
0.54
1.02
3.1
1.3
0.9
0.2
1.3
INDEX FUTURE
INDEX OPTION
STOCK FUTURE
STOCK OPTION
TOTAL
1,719
10,196
1,671
1,482
15,068
Fresh Shorts Seen In: (Rising OI -Falling Price)
Scrip
OI
OI ch%
IDEA
135,74,000
22.4
AXISBANK
50,79,000
15.0
ALBK
98,36,000
5.5
DLF
320,92,000
5.5
RECLTD
37,40,000
5.2
FALL IN PCROI
STOCK
T1
TCS
0.60
ARVIND
0.44
DLF
0.31
TATACOMM
0.37
TECHM
0.35
1,351
9,821
1,693
1,517
14,382
CMP
151.2
1152.8
93.1
155.4
193.0
T2
1.02
0.61
0.42
0.47
0.42
367
375
(21)
(35)
687
Ch%
-3.1
-2.1
-2.1
-4.0
-2.8
3. Markets Snapshot
Top Price Performers
Top Performers
Top Performers 1D
% Change
Top Performers 1W
% Change
GRAVITA
19.21
CHIRAWA
33.68
1M
SIGRUN
% Change
SAINTGOBAIN
13.56
ARCHIDPLY
27.35
BVCL
95.31
DHANUS
RUSHIL
12.50
10.97
BVCL
ALLSEC
27.22
27.07
RAMANEWS
FCSSOFT
87.88
85.00
CANDC
10.94
ADVANIHOTR
26.00
FINANTECH
81.21
177.78
Worst Price Performers
Worst Performers
1D
% Change
Worst Performers
1W
% Change
Worst Performers
1M
% Change
INDOCO
(19.99)
ADINATHBI
(23.81)
GLOBALCA
(62.35)
COALINDIA
(9.89)
CHROMATIC
(22.30)
INDINFO
(46.73)
PATEL SAI
(9.45)
TUNITEX
(22.05)
TUNITEX
(44.38)
SOMANYCERA
(9.43)
SYNCOM
(21.04)
MURLIIND
(40.20)
GARDENSILK
(8.52)
REISIXTEN
(20.90)
ZENITHBIR
(31.62)
Top News :
• Aurobindo Pharma has signed a binding offer agreement to acquire commercial operations of Dublin-based Actavis plc in seven Western
European countries. Closing of the transaction is conditional on certain anti-trust approvals and completion of employee consultation processes
.
• Mahindra & Mahindra Ltd has informed that the Company, as part of aligning its production with sales requirements, would be observing
No Production Days at the Company’s Automotive Plants for 1 to 3 days during the remaining period of January, 2014.Mahindra Vehicle
Manufacturers Limited, a wholly owned subsidiary would also be observing No Production Days at the Plant at Chakan for up to 3 days during
the remaining period of January, 2014. The Management does not envisage any adverse impact on availability of vehicles in the market due to
adequacy of vehicle stocks to serve the market requirements.
• Indoco Remedies Clarification : The Goa Plant II (Sterile) was first inspected in October 2005, re-inspected in February 2011 and the last
inspection was conducted in August 2013 by USFDA. On the last day of inspection, i.e. August 30, 2013, the 483 was issued which is a subject
matter of news currently doing the rounds. On September 16 to the 483s, comapny has given list of the corrective actions taken and the
proposed actions with completion timelines to address the issues raised in the 483. Subsequently as the Corrective Actions and Preventive
Actions (CAPAs) were executed, updated reports with proof of compliance were sent for USFDA's perusal on October 23, 2013 and November
25, 2013. With the last compliance report sent on November 25, 2013, all the issues stand resolved and the Company is awaiting establishment
inspection report (EIR), which normally takes 5-6 months time. The Company has not received any Warning letter from USFDA and were wish to
inform you that no fresh development has taken place and that the Company is waiting the final approval from the USFDA .
• Gati Clarification : Gati has always stated in the past, the company has already divested 40% of its stake in shipping business and plans to
further divest and there are no fresh developments in this regard. Also, we are looking for a strategic / financial investor in our cold chain
business (Gati Kausar) to set up cold chain Warehouses .
• Reliance industries Clarification : News regarding Reliance eyes Petronas 11% in $20-billion Venezuela project", Reliance Industries Ltd has
clarified to BSE that "Reliance Industries Limited continues to look for opportunities to grow its business internationally and cannot make any
specific comment on the media report, necessary disclosures as appropriate, if any such deal is consummated.
• The University of Michigan said that consumer sentiment fell to a seasonally adjusted 80.4, from 82.5 in the preceding month. Analysts had
expected UoM consumer sentiment to rise to 83.5 last month.
• The Federal Reserve said that industrial production rose to 0.3%, from 1.0% in the preceding month whose figure was revised down from
1.1%. Analysts had expected industrial production to rise 0.3% last month.
• The Census Bureau said that the number of housing starts fell to 0.999M, from 1.107M in the preceding month whose figure was revised up
from 1.091M. Analysts had expected the number of housing starts to fall to 0.990M last month.
• U.K. Office for National Statistics said that retail sales rose to 2.6%, from 0.1% in the preceding month whose figure was revised down from
0.3%. Analysts had expected retail sales to rise 0.4% last month.
4. Management Tweets :
• Mindtree Mgt guideline : Comapany expects the financial year ahead to be a much stronger one, citing robust demand outlook. Company
expects the financial year ahead to be a much stronger one, citing robust demand outlook. The company’s third quarter net profit declined 10
percent year-on-year on foreign exchange losses. Comapny had won “several” multi-million dollar deals in the December quarter. It added 1
customer is the USD 5 million deal bracket, and also won a deal for payment services from a large financial institution.
• Infotech Ent Mgt gudeline : Company is fairly confident of delivering strong results going forward . Mgt sees see muted growth in utilities and
telecom segment for next few quarters . About 1 percent growth seen in this quarter may be attributed to seasonality . The company expects its
margins to remain flat going ahead since it has invested heavily in hiring, salary increase, sales force optimization and organizational efficiency,
which will deliver good results. Given the optimism, the company would be reinvesting excesses capital back into its business .
• KRBL Mgt Guideline : Company expects its revenue to grow 20 percent going forward, driven by strong export demand . Export demand was
improving and that West Asia remained the biggest market for the company. Mgt export demand was improving and that West Asia remained
the biggest market for the company.
• TCS Mgt Guideline : Comapny expects India business to be slack over the next three quarters, even as the company boasts of a strong
international deal pipeline. Comapny is bullish on the US, European and Latin American markets, and on the digital business. The company was
hopeful of better prices once volumes in digital picked up . Mgt is betting on a USD 4-5 billion opportunity in the digital space. Mgt was confident
of maintaining margins of around 27 percent and said extra profits were being reinvested back into the business. TCS aimed to be the most
valuable company for its customers through better engagement.
• Somany Ceramics Mgt Guideline : Comapny talked about growth prospects of the company, a recent round of fund raising that the company
did and how he sees earnings panning out in the next few years. Comapny raised about USD 8 million from pref issue in the company and this
would be for future expansion and moving up the value chain. Going forward, Company would need to acquire or put in some brownfield in our
plants but currently it is focused on acquiring joint venture partners to keep our growth at 20 percent plus on for the next couple of years. Mgt
think the forecasted EPS prior to the issue was approximately 8 percent and think next year the EPS post-issue would be around 14.5 percent.
• Federal Bk Mgt Guideline : Bank is hopeful of net interest income (NII) growth of 15-18% in FY15 given the sustained performance on retail
and SME and with hopes of growing large corporate credit. NIM for FY14 would be around 3.27-3.28 percent .
Economic Calendar
Monday
20-Jan-14
Wednesday
22-Jan-14
Thursday
23-Jan-14
US
Crude Oil Inventories .
Unemployment Claims , Flash Manufacturing
PMI , CB Leading Index m/m , Flash Services
PMI , Natural Gas Storage .
UK/EURO
ZONE
Italian Retail Sales m/m , Claimant Count
Change , MPC Asset Purchase Facility Votes
, MPC Official Bank Rate Votes ,
Unemployment Rate , Average Earnings
Index 3m/y , Public Sector Net Borrowing ,
German 10-y Bond Auction , BOE Inflation
Letter
Spanish Unemployment Rate , French Flash
Manufacturing PMI , French Flash Services
PMI , German Flash Manufacturing PMI ,
German Flash Services PMI , German Ifo
Business Climate , Current Account , Flash
Manufacturing PMI , Flash Services PMI .
INDIA
German PPI m/m , Spanish HPI q/q ,
German Buba Monthly Report , CBI
Industrial Order Expectations .
Tuesday
21-Jan-14
German ZEW Economic Sentiment ,
ZEW Economic Sentiment .
Friday
24-Jan-14
BBA Mortgage Approvals .
5. Result Calendar Q3FY14
Bse Code
530805
532475
522134
500820
522005
532645
523229
532548
504671
531775
504340
511072
531162
508980
531600
530001
526967
532414
511357
500233
532987
517273
532663
536666
512527
500405
513434
532538
511431
532953
509966
524661
511756
524598
502330
532853
500477
500830
532927
533208
500150
533676
532777
507981
590053
531163
500247
530273
526179
Company Name
Anugraha Jewel
Aptech
Artson Engr
Asian Paints
Austin Engr
Beeyu Overseas
Bharat Seats-$
Century Ply-$
Chase Bright
Cistro Tele
Confidence Trad
Dewan Housing
Emami-$
Frontier Leas
GOGIA CAP
Gujarat Alk
Heera Ispat
IKF Tech
Kailash Auto
Kajaria Cerm
Rane Brake
S&S Power
Sasken Comm
STAR FERRO
Super Sales-$
Supreme Petro
Tata Metaliks
Ultratech Cem
VAKRANGEE-$
VGuard Inds
VST Inds
Welcure Drugs
Abirami Fin
Aksharchem-$
AP Paper
Asahi Songwon
Ashok Leyland
Colgate Palmolive
Eclerx Serv
Emami Paper
Foseco India
Indo Thai Sec
Info Edge India
Jindal Hotels
KAR Mobiles-$
KEMISTAR
Kotak Mah Bank
Liberty Phos
Ludlow Jute
Date
20-Jan-14
20-Jan-14
20-Jan-14
20-Jan-14
20-Jan-14
20-Jan-14
20-Jan-14
20-Jan-14
20-Jan-14
20-Jan-14
20-Jan-14
20-Jan-14
20-Jan-14
20-Jan-14
20-Jan-14
20-Jan-14
20-Jan-14
20-Jan-14
20-Jan-14
20-Jan-14
20-Jan-14
20-Jan-14
20-Jan-14
20-Jan-14
20-Jan-14
20-Jan-14
20-Jan-14
20-Jan-14
20-Jan-14
20-Jan-14
20-Jan-14
20-Jan-14
21-Jan-14
21-Jan-14
21-Jan-14
21-Jan-14
21-Jan-14
21-Jan-14
21-Jan-14
21-Jan-14
21-Jan-14
21-Jan-14
21-Jan-14
21-Jan-14
21-Jan-14
21-Jan-14
21-Jan-14
21-Jan-14
21-Jan-14
Bse Code
500262
532654
503772
532892
532988
532841
530219
523222
508969
532301
500411
500420
519214
519224
504067
533573
531581
520119
509449
503960
532523
514440
500096
512493
500010
519552
505982
535789
505737
532400
500510
532720
523558
512245
532661
500330
524446
502090
505827
530759
509930
519483
504961
532804
533258
524576
532893
505412
505537
Company Name
Mafatlal Fin
Mcleod Russel
Modella Wool
Motilal Oswal
Rane Engine
Sahyadri Inds
SHREEYASH
SRM Ener
Sulabh Engr
Tata Coffee
Thermax
Torrent Pharma
Williamson Fin
Williamson Magor
Zensar Tech
Alembic Pharma
Alka Diamond
Automotive Stamp
Bhagwati Oxy
Bharat Bijlee-$
Biocon
BPTEX
Dabur India
Garnet Intl
HDFC
HERITGFOOD
Hinduja Found-$
IBUL HSG FIN
International Comb
KPIT CUMMIN
L&T
Mahindra & Mah Fin
Network
Nivi Trading
Rane Madras
Raymond
Sabero Organics
Sagar Cements-$
SNL Bearings
Sterling Tools-$
Supreme Inds
Tai Inds-$
Tayo Rolls-$
Technocraft
Tirupati Inks
Vivid Glob
VTM
Wendt India
Zee Entert
Date
21-Jan-14
21-Jan-14
21-Jan-14
21-Jan-14
21-Jan-14
21-Jan-14
21-Jan-14
21-Jan-14
21-Jan-14
21-Jan-14
21-Jan-14
21-Jan-14
21-Jan-14
21-Jan-14
21-Jan-14
22-Jan-14
22-Jan-14
22-Jan-14
22-Jan-14
22-Jan-14
22-Jan-14
22-Jan-14
22-Jan-14
22-Jan-14
22-Jan-14
22-Jan-14
22-Jan-14
22-Jan-14
22-Jan-14
22-Jan-14
22-Jan-14
22-Jan-14
22-Jan-14
22-Jan-14
22-Jan-14
22-Jan-14
22-Jan-14
22-Jan-14
22-Jan-14
22-Jan-14
22-Jan-14
22-Jan-14
22-Jan-14
22-Jan-14
22-Jan-14
22-Jan-14
22-Jan-14
22-Jan-14
22-Jan-14
6. 522273
500008
512247
505506
511501
534816
500067
532792
532913
503978
532839
500630
534063
531399
531531
526899
532960
532814
501314
533519
505320
523704
503015
531096
504882
531049
500672
530367
517536
500314
508941
500162
505817
531447
512105
532083
520141
516108
524727
512257
510245
533121
533655
532156
532794
502015
533138
500027
532382
500049
503673
Ahmedabad Steel
Amara Raja
Ashirwad Cap
Axon Infotech
Bharat Bhushan Share
Bharti Infratel
Blue Star
Cairn India
Circuit Sys
Digital Elect
Dish TV India
Essar Ports
Futuristic Sol
GG Automotive
Hatsun Agro
Himalya Intl
Indiabulls Sec
Indian Bank
Kamalakshi Fin
L&T Finance Holdings
Lynx Machinery
Mastek
Modern India-$
Mount Everest Min
National Stand
Neelkanth Rock
Novartis India
NRB Bearings
Onward Tech
Oriental Hotels
Panasonic Carb-$
Parrys Sugar
REIL Elect
ROCKON FIN
Shree Nath Comm
Shri Kalyan Hld
Sibar Auto
South India Pap
Span Diag-$
SVARTCORP
Swasti Vinay Syn
THINKSOFT
Triveni Turbine
VAIBHAVGBL
ZEEMEDIA
Associated Ston
ASTEC
Atul
Balaji Tele
Bharat Elect
CMM Broadcast
23-Jan-14
23-Jan-14
23-Jan-14
23-Jan-14
23-Jan-14
23-Jan-14
23-Jan-14
23-Jan-14
23-Jan-14
23-Jan-14
23-Jan-14
23-Jan-14
23-Jan-14
23-Jan-14
23-Jan-14
23-Jan-14
23-Jan-14
23-Jan-14
23-Jan-14
23-Jan-14
23-Jan-14
23-Jan-14
23-Jan-14
23-Jan-14
23-Jan-14
23-Jan-14
23-Jan-14
23-Jan-14
23-Jan-14
23-Jan-14
23-Jan-14
23-Jan-14
23-Jan-14
23-Jan-14
23-Jan-14
23-Jan-14
23-Jan-14
23-Jan-14
23-Jan-14
23-Jan-14
23-Jan-14
23-Jan-14
23-Jan-14
23-Jan-14
23-Jan-14
24-Jan-14
24-Jan-14
24-Jan-14
24-Jan-14
24-Jan-14
24-Jan-14
506395
530393
533146
532922
532178
500650
536751
523696
532296
532855
532847
505893
504058
532189
532652
532732
507948
532924
532275
511593
500265
532313
513305
503663
521080
509845
512115
523025
537068
531431
530989
531506
523790
533228
532505
500429
512070
534976
531894
519216
531147
532870
513729
516064
524606
531582
521056
530829
523782
531533
532737
Coromandel Intl
DB Intl Stock
DLINK IND
Edelweiss Financial
Engineers India
Excel Inds
FIVEX FIN
FORTIS MLR
Glenmark Pharma
Haryana Cap
Hilton Metal
Hindustan Hardy
Indo-National
ITDC
Karnataka Bank
Kewal Kiran
Key Corp
Kolte Patil
Landmarc Leis
LIBORD FIN
Maharashtra Seam
Mahindra Lifesp
Moryo Inds
Out of City Travel
Pasari Spin
RJ Shah
Rose Merc
Safari Inds
SATYA MINERS
Shakti Pumps-$
Shantivijay Jew-$
Shukra Bullions
Shukra Jewel
SKS Microfinance
Uco Bank
Uniphos Enter
UPL
V-Mart Retail
Vatsa Music
Ajanta Soya
ALICON
Ankit Metal
ARO Granite-$
Arrow Coated
Beryl Drugs
Beryl Sec
Cheslind Tex
CIL Securities
Dera Paints
E Com Infotech
Emkay Glob Fin
24-Jan-14
24-Jan-14
24-Jan-14
24-Jan-14
24-Jan-14
24-Jan-14
24-Jan-14
24-Jan-14
24-Jan-14
24-Jan-14
24-Jan-14
24-Jan-14
24-Jan-14
24-Jan-14
24-Jan-14
24-Jan-14
24-Jan-14
24-Jan-14
24-Jan-14
24-Jan-14
24-Jan-14
24-Jan-14
24-Jan-14
24-Jan-14
24-Jan-14
24-Jan-14
24-Jan-14
24-Jan-14
24-Jan-14
24-Jan-14
24-Jan-14
24-Jan-14
24-Jan-14
24-Jan-14
24-Jan-14
24-Jan-14
24-Jan-14
24-Jan-14
24-Jan-14
25-Jan-14
25-Jan-14
25-Jan-14
25-Jan-14
25-Jan-14
25-Jan-14
25-Jan-14
25-Jan-14
25-Jan-14
25-Jan-14
25-Jan-14
25-Jan-14
14. N arnolia Securities Ltd
402, 4th floor 7/ 1, Lord s Sinha Road Kolkata 700071, Ph
033-32011233 Toll Free no : 1-800-345-4000
em ail: research@narnolia.com ,
w ebsite : w w w .narnolia.com
Risk Disclosure & Disclaimer: This report/message is for the personal information of
the authorized recipient and does not construe to be any investment, legal or taxation
advice to you. Narnolia Securities Ltd. (Hereinafter referred as NSL) is not soliciting any
action based upon it. This report/message is not for public distribution and has been
furnished to you solely for your information and should not be reproduced or
redistributed to any other person in any from. The report/message is based upon publicly
available information, findings of our research wing “East wind” & information that we
consider reliable, but we do not represent that it is accurate or complete and we do not
provide any express or implied warranty of any kind, and also these are subject to change
without notice. The recipients of this report should rely on their own investigations,
should use their own judgment for taking any investment decisions keeping in mind that
past performance is not necessarily a guide to future performance & that the the value of
any investment or income are subject to market and other risks. Further it will be safe to
assume that NSL and /or its Group or associate Companies, their Directors, affiliates
and/or employees may have interests/ positions, financial or otherwise, individually or
otherwise in the recommended/mentioned securities/mutual funds/ model funds and
other investment products which may be added or disposed including & other mentioned
in this report/message.