Malini Bhupta

If the June quarter numbers ofSensex companies is anything to goby then earnings growth is not

only stable, but has even beatenestimates. The net profit of Sensexcompanies has grown by 14 per centin the June quarter of FY13, while themarket was expecting eight per cent.Operating profit, on the other hand,has grown marginally below estimatesat eight per cent.

The rupee’s fall has played a bigrole in driving profitability for IT andpharma companies. Of the 30 Sensexcompanies, 11 have reported post-taxprofit ahead of estimates, whilenumbers of five companies have comein below estimates. Earnings growthof the remaining 14 has been in linewith expectations. The unprecedentedgrowth of select companies haspushed up aggregate earnings growthrates. An example of this is the StateBank of India’s 137 per cent year-on-year growth in net profit. Likewise,Sun Pharma’s net grew by 59 per centwhile TCS’s net grew by 34 per centand Infosys by 33 per cent.

Even for the Nifty companies, thestory is similar. Nifty’s aggregate year-

on-year PAT growth (excluding BPCL)of 16 per cent has come in way aheadof the market’s estimated nine percent. Here too operating profit hascome in marginally below estimates atnine per cent (Street estimated 10 percent growth in EBITDA). This clearlyindicates that there is a problem withprofitability as demand is slowing andcosts are not coming off substantiallyfor companies. But the resilience inearnings suggests that Indiancompanies are adept at dealing withtough situations and will cut costs to

stay profitable.There are several companies that

surprised the Street with lower thanexpected earnings. According toMotilal Oswal’s analysis, companieswith negative earnings growth are:Tata Steel (-60 per cent), Bharti Airtel(-37 per cent) Tata Power (-26 percent), Hindalco (-23 per cent), Maruti(-23 per cent), Reliance (-21 per cent)and Sterlite (-9 per cent).

While foreign currency debt hashurt the profitability of many, it hasbenefitted some positively as well.While those with high forex debt haveseen their notional losses pile up,companies that export products andservices have gained from the rupee’sfall. On the positive side, the earnings

growth has been driven by playersSBI, HCL Tech and SunPharma. Analysts expect thistrend to continue in thecoming quarters too, which

will be a big positivefor markets.

�� Q&A: AK Prabhakar, Sr. VP (Equity Research), Anand Rathi

�� Stock Review: Reliance Infrastructure

�� Tech View: Nifty remains in overbought zoneINSIDE

Profit beat of most Sensex and Nifty companies come in above estimates

Q1 SURPRISES POSITIVELYON EARNINGS

17 August 2012, Mumbai

TALK SHOW

2

‘Momentum to continue this month’HHooww sshhoouulldd oonnee aapppprrooaacchh eeqquuiittiieess iinn tthhee sseeccoonnddhhaallff ooff tthhiiss mmoonntthh?? IIss iitt lliikkeellyy ttoo rreemmaaiinn dduullll oorrssoommee aaccttiivviittyy ccaann bbee sseeeenn?? WWhhaatt aarree tthhee kkeeyylleevveellss oonnee sshhoouulldd kkeeeepp aa ttaabb oonn??Markets are looking good at this moment withthe momentum it is in. This should continue inthe second half of the month as well. Stockspecific movement will be strong. Market hasseen the highest level of last 90 trading days aswell. The levels to keep a tab on are the 5,550levels on Nifty on the higher side.

AAuuttoo ssttoocckkss aarree wwiittnneessssiinngg bbuuyyiinnggddeemmaanndd.. WWhhaatt iiss yyoouurr oouuttllooookk oonnMMaahhiinnddrraa && MMaahhiinnddrraa,, HHeerrooMMoottooCCoorrpp aanndd MMaarruuttii SSuuzzuukkii??We have positive outlook onMahindra & Mahindra whereaswe are bearish on Hero MotoCorp. We hold neutral stance onMaruti Suzuki.

RReelliiaannccee IInndduussttrriieess hhaass ggaaiinneedd ppoosstt tthhee GGoollddmmaannrreeppoorrtt.. WWhhaatt iiss yyoouurr vviieeww oonn tthhiiss ssttoocckk??Reliance Industries has been an underperformerfor a very long time surrounded by many issuesand fundamental problems, but now the stockseems to be in momentum and is outperformingthe markets. We may see some more upsidearound 850-860 levels in the coming few days.

DDoo yyoouu tthhiinnkk tthhaatt tthhee RReesseerrvvee BBaannkk ooff IInnddiiaa ((RRBBII))ccoouulldd ppoossssiibbllyy cchhaannggee iittss ssttaannccee oonn iinntteerreesstt rraatteessaannyyttiimmee ssoooonn?? DDoo yyoouu eexxppeecctt rraattee ccuutt ttoo hhaappppeenniinn FFYY1133??Despite inflation slipping below 7% and despite

growth weakening, we feel "no repo cut tillDecember 2012" due to the mounting upsiderisks regarding inflation. Rather, we expect theReserve Bank of India to focus on liquidity-easing measures in FY13 through open-marketoperations (`2.6trn) and by slashing the CashReserve Ratio (CRR) (by up to 100 bps).

WWhhiicchh aarree yyoouurr ttoopp tthhrreeee ppiicckkss iinn BBaannkk,, AAuuttooaanndd IInnffrraassttrruuccttuurree sshhaarreess??

From the banking space, Federal Bank,YES Bank and Karnataka Bank are fewpicks which interest us. We are bullishon auto stocks like Mahindra andMahindra and Eicher Motors.Infrastructure shares like JP Associates,NBCC and Engineers India can givegood returns.

WWhhaatt iiss yyoouurr iinnvveessttmmeenntt ssttrraatteeggyyggiivveenn tthhee ccuurrrreenntt sscceennaarriioo?? WWhhiicchh

sseeccttoorrss aarree yyoouu bbuulllliisshh//bbeeaarriisshh oonn??In this kind of market we feel being stockspecific and selecting good value stocks forlonger term will help to garner good returns.On the sectoral front, we are positive onselect PSU stocks and Tyre Stocks whereaswe are bearish on select PSU Banks andTelecom sector.

CCaann yyoouu ssuuggggeesstt tthhrreeee ssttoocckkss ffrroomm tthhee mmiidd--ccaapp ppaacckk tthhaatt oonnee ccaann bbuuyy aatt tthhee ccuurrrreennttlleevveellss ffrroomm aa mmeeddiiuumm--tteerrmm ppeerrssppeeccttiivvee??Aditya Birla Nuvo, Cummins India and HSILare few picks which interest us for medium tolong term.

AK Prabhakar,Senior VicePresident (EquityResearch),Anand Rathispoke to SurabhiRoy on the RBIand marketoutlook

Market has seen thehighest level of last90 trading days aswell. The levels

to keep a tab on arethe 5,550 levels on Nifty on thehigher side

Read more...

Devangshu Datta, Technical Analyst

Nifty Pullback from mhigher levels. May falltill support at 5350 If that breaks, could falltill 5325 or lower. Stop loss at 5400 if youshort.

Salil Sharma, Technical Analyst, Partner,kapursharma.com

On the upside important level to watch out foris 5,395. If it closes above 5,395 in tradestoday, then it would be a good breakout onthe upside. Downside support is at 5,345 and5,320.

Read more...

3

FEATURES

Jitendra Kumar Gupta

Onthe back of strong order book,mainly in-house constructionprojects, Reliance Infrastructure

was able to grow fast in the last fewquarters. However, it is now felt byanalysts that the pace of growth willcome down as a result of low order bookand expected slowdown in execution.During the quarter ended June 2012,despite 14 per cent growth in electricalbusiness and 49 per cent jump ininfrastructure business, the company’soverall consolidated revenue grew byjust 4 per cent as the EPC (engineering,procurement and construction) andconstruction businesses, which accountfor half of the revenues, remained almostflat. Analysts believe that the trend couldcontinue this year. They also expectsome pressure on profitability in the nearterm. Hence, they are estimating netrevenues to decline in 2012-13 andprofits to come in the region of Rs 1,350-1,400 compared to Rs 1,587 crore in2011-12. Part of these concerns isalready reflecting in the share price,which at Rs 528 is discounting 2012-13estimated earnings by 9 times. However,given the muted near-term outlook, thestock is likely to lag broader markets.

JUNE QUARTER: POWER SAVESTHE DAYThough revenue growth during the Junequarter was lower than the Street’sexpectation, operating profits werebetter than expectations due to lowerfuel cost and other expenditure.Nevertheless, the profits at the net levelgrew by just 1.6 per cent as result ofhigher interest and depreciation costs.

The company’s Power businesswitnessed higher traction led by additionof new customers in the Delhi andMumbai circles. During the quarter, DelhiElectricity Regulatory Commission(DERC) approved tariff hike of 21 percent in addition to 8 per cent surchargeeffective from 1 July 2012. This ispositive for the division as it will reduceunder recoveries and improve liquidity.For the Mumbai power distribution

business, the tariff revision process isunderway and the company is shortlyexpecting approval from MERC torecover the regulatory assets, whichagain will ease the liquidity and profits.

While the Power business is still on astrong footing, pickup in the constructionbusiness and contribution from theinfrastructure business is essential todrive overall growth of the company.The capital employed in theinfrastructure business is Rs 7,800 croreand revenue generated in FY12 was Rs320 crore. This is also a reason for thecompany's low return on equity of just6.6 per cent in FY12. Most of theprojects, including the metro projects,have been completed or are at the finalstage. However, the contribution fromthese assets will take time. As a result ofcompletion of projects and lack of anymajor inflow of new projects, thecompany’s order book has come downto currently at about Rs 15,560 crorecompared to Rs 17,300 crore in theMarch 2012 quarter.

OUTLOOKSeveral projects in the transmissionsegment are operational. Out of the 11road projects, seven are operationaland remaining three will getoperational in the current financialyear. While these projects will add torevenues, the contribution toconsolidated revenues will bemarginal due to their size.

The revenue visibility is alsocoming down (order book is less than1.5 times its EPC revenue of FY12).

Analysts say that the companyhad earlier guided for constructionbusiness to generate revenues ofabout Rs 12,000 crore in FY13.

However, the management hasnow lowered the same to Rs 9,000-10,000 crore, which analysts believeis still on the higher side.

Stock Review: Reliance InfrastructureAnalysts expect the pace of growth to come down as a result oflow order book and expected slowdown in execution

4

Jinsy Mathew

Key benchmark share indices endedflat on profit booking after theComptroller and Auditor General of

India's (CAG) tabled a report in theParliament on allocation of coal blocks,aviation and mega power projects whichrendered huge undue benefits to selectcompanies.The 30-share Sensex settled with

marginal gains of 34 points at 17,691 andthe Nifty ended up 3 points at 5,366.In the broader market, both the BSE

Small-cap and Mid-cap indices were flatwith positive bias underperforming theSensex.Meanwhile, European stocks and the

euro both gained on support from GermanChancellor Angela Merkel for EuropeanCentral Bank intervention to calm the eurozone's debt troubles.Among major Europeanshare indices, CAC-40, DAX and FTSE-100were trading with marginal gains.In Asia, the markets were broadly in

the green. Japan's Nikkei share averagestruck a three-month closing high as riskappetite increased after comments fromGerman Chancellor Angela Merkelsuggested she supports the EuropeanCentral Bank's efforts to tackle the euro

zone debt crisis. The index closed up 0.8%along with Haag Seng, ShanghaiComposite and Jakarta Composite gaining0.1-0.7%.Back home, among the sectoral indices

on the BSE, FMCG, IT were the top gainersup over 1% along with Health Care, Autoand Consumer Durables gaining 0.5-0.7%.Meanwhile, Realty, Power and Metalindices were down 1.5%-2%.Tata Power was among the top Sensex

losers, down nearly 4% on reports that theComptroller and Auditor General’s (CAG)has accused the government offavouritism and benefiting the company insome large power projects.Larsen & Toubro was down 1.5% after

the stock was quoted ex-dividend today.The board of directors of L&Trecommended a dividend at the rate of Rs16.50 per equity share for the financialyear 2011-12.

Metal shares such as Jindal Steel, TataSteel and Hindalco closed lower by 1-4%The other notable losers included Gail

India, NTPC, HDFC Bank, ONGC and CoalIndia down 0.6-1.7%Tata Motors was the top Sensex gainer

up 2.4% at Rs 240 after the auto major onThursday said that global sales, includingfor luxury unit Jaguar Land Rover, were up21% in July.ITC which was up 1.4% at Rs 262 on

buying support at lower levels after thestock witnessed selling pressure yesterdayon concerns about regulatory action athome after reports that Australian courthas approved logo ban on tobacco packsfrom December 1.Software exporters such as Infosys

and TCS were up over 1% each on back ofpositive economic data from the US.Maruti Suzuki which was up 1% in

early trades ended flat.Among other stocks, Reliance Power

fell nearly 6% after the CAG said thecompany unduly benefited from agovernment decision allowing the powerproducer to use surplus coal from itscaptive block for another project it was notmeant for.The market breadth was negative with

1,498 losers and 1,344 gainers on theBSE.

MARKET REPORT

Markets end flat post CAG report

SENSEX17691.08 (0.19%)

NIFTY5366.30 (0.06%)

MARKETS TODAY (BSE)BSE 100: 5,352.71 � 0.04%BSE 500: 6,765.45 � 0.03%

Small-Cap: 6,615.25 �0.02%Mid-Cap: 6,157.96 �0.05%

� �

SECTOR WATCHINDICES LAST % CHG

TOP GAINERSFMCG 5,205.13 1.26

IT 5,611.78 1.15

HC 7,338.52 0.67

TOP LOSERSREALTY 1,632.85 -1.71

POWER 1,927.28 -1.59

METAL 10,327.46 -1.49

COMPANY TURN** LAST* % CHG

ST BK OF INDIA 543 1,897.1 0.1

UNITED SPIRITS 526 921.7 1.4

TATA MOTORS 305 240.2 2.0

ICICI BANK 284 962.2 0.6

RELIANCE INDS. 267 816.1 -0.0

INFOSYS 250 2,351.1 1.5

MOST ACTIVECOMPANY VOL* LAST* % CHG

LANCO INFRATECH 171 12.4 -1.2

H D I L 148 82.5 -1.7

SH.RENUKA SUGAR 142 33.7 5.0

TATA MOTORS 127 240.2 2.0

RELIANCE POWER 121 87.7 -5.9

JP ASSOCIATES 102 75.7 0.5

Click here for more market statistics * = Closing Price, ** = Turnover (Rs in crore), # = (million shares)

5

Asian markets end mixed on ECB backingSI Reporter and Agency

Japan's Nikkei share average strucka three-month closing high onFriday as risk appetite increased

after comments from GermanChancellor Angela Merkel suggestedshe supports the European CentralBank's efforts to tackle the euro zonedebt crisis.Expectations of impending action

from the ECB to fight the region'sfiscal problems and recent stronger-than-expected U.S. economic datahave helped the benchmark indexrally after it plumbed a seven-weektrough on July 25. The Nikkei indexadvanced 0.8 percent to 9,162.50, itshighest close since May 8, stoppingjust short of its 26-week movingaverage of 9,167.88.The benchmark closed 3 percent

up on the week after surging 3.9percent last week to log its bestweekly gain in six months, helped by

Merkel's comments that ECB chiefMario Draghi's vow to do all that isnecessary to defend the euro is in linewith what European leaders havebeen saying.Hong Kong shares rose on Friday,

ending the week almost where theystarted, helped by broad strength inriskier sectors after German ChancellorAngela Merkel voiced her support forthe European Central Bank, easingfears over Europe's debt crisis.China Resources Enterprises

jumped 11 percent to its highest sinceJune 1, after posting encouraging firsthalf earnings at midday, to register itsbest single day showing in four years.That helped the Hang Seng Index

rise 0.8 percent, recovering fromThursday's two-week low, to returnabove the 20,000 level. It had dippedbelow that level on Thursday asinvestors cut positions in the mistakenbelief that Friday's trade would becancelled due to a typhoon.

On the week, the Hang Seng Indexeased just 0.1 percent, having traded ina tight 240-point range for most of thepast two weeks.Shanghai shares ended their worst

week in more than two months on afirmer note on Friday, helped by agood showing in the resources sectorwith gold miners strong on highergold prices.

GLOBAL MARKETSEEUURROOPPEE LLAASSTT CCHHGG ((%%))

FTSE 100 5,848.93 0.25

DAX 7,017.01 0.3

CAC 40 3,495.87 0.44AASSIIAA LLAASSTT CCHHGG ((%%))

HANG SENG 20,116.07 0.77

NIKKEI 225 9,162.50 0.77

TAIWAN 7,467.92 -0.3

STRAITS 3,062.11 -0.03

SHANGHAI 2,114.89 0.13

KOSPI 1,946.54 -0.6*As of 1500 IST

OTHER MARKETS AT 1700 IST

TTrriibbhhoovvaannddaass BBhhiimmjjii Zaveri (TBZ) hassoared 20% to end at Rs 107 on reportsthat jewellery retailer is planning toopen 57 new show rooms in 11 stateswith the investment of over Rs 1,000crore.Meanwhile, the company opens its

new showroom on August 16, 2012,Vadodara, Gujarat, TBZ said in a filing.TBZ currently has 15 show rooms in

10 cities across five states, will openeight more show rooms in the state ofGujarat with total investment of Rs 250crore, added report.The stock witnessed a combined

volume of over 1.9 million shares on thestock exchanges.

KSL rallies on settlement ofFCCB dues

KKSSLL aanndd IInndduussttrriieess has ended in 10%upper circuit at Rs 62.75 on reports thatthe textile firm has settled a courtdispute with holders of its foreigncurrency convertible bonds (FCCBs).“The trustee have withdrawn the

winding-up case against the companyafter the company bought back FCCBsworth $90 million (around Rs 500crore),” the report suggests.KSL had defaulted on repayment on

these FCCBs, due for redemption onMay 19. Following this, Bank of New York

Mellon, trustee for the bondholders,moved the winding-up petition againstKSL.

Reliance Power, Tata Powertank post CAG report

RReelliiaannccee PPoowweerr and Tata Power tankedmore than 3% each on reports that theComptroller and Auditor General’s (CAG)has accused the government offavouritism and benefiting the twocompanies.Reliance Power dipped 5.6% to end

at Rs 87.70, on reports the Comptrollerand Auditor General’s (CAG) raisedquestions on company’s Sasan PowerProject. Reliance Power, controlled by

billionaire Anil Ambani, gained 290billion rupees in undue benefit from thegovernment decision, the auditor said.Tata Power ended down 3.7% at Rs

97.35.

TBZ soars on expansion plans

GOLD Rs 3300,,114433 / $ 11,,661144

CRUDE OIL Rs 55,,229988 / $ 9955..1177

CURRENCYRs 5555..7733/$

6

Analyst Corner

HDILRReeccoo pprriiccee//ddaattee:: Rs 83.70 / 16th AugustCCuurrrreenntt//ttaarrggeett pprriiccee:: Rs 82.50/Rs 71

HDIL reported net sales of mere Rs210 crore which pulled down earningsto a dismal Rs 110 crore (-44% y-o-yand 32% below HSBC est). In absence ofany TDR sales and any projectcompletion; revenues were dominatedby FSI (Floor Space Index) sales in thelow ticket size Virar–Vasai region.EBITDA margin at 79% looked high dueto dominance of FSI sales, and inventorychange impact. We were surprised byHDIL’s quarterly disclosures, as itsearnings presentation did not disclose itsconsolidated balance sheet and cashflows. Mumbai market has been theworst performing during the past twoyears and start to FY13 has been equallybad (-46 % y-t-d and -40% y-o-y). Aprimary reason for the weakness hasbeen poor new launches (-78%y-t-d, -79% y-o-y). Unless there is a markedimprovement in government approvalprocess and resultant new launches, wedo not expect an upturn in the Mumbaimarket over the next 12 months, thereby

restricting volume uptake for HDIL. Ourrevised target price of Rs 71 (factoringearnings cut) and delay in FSI sales)implies a 60% NAV discount (pegged atone standard deviation below its 5-yearP/ NAV mean). While HDIL looks cheapat a price to book of 0.3x, a low ROE ofc5% makes valuation re-rating argumentweak. Underweight

- HSBC Securities and CapitalMarkets

SUN PHARMARReeccoo pprriiccee//ddaattee:: Rs 682 / 15th AugustCCuurrrreenntt//ttaarrggeett pprriiccee:: Rs 660.65/Rs 690

Sun Pharma has increased its offerprice for Taro by 61% to $39.5 per shareto acquire the 34% stake it does notown. As has occurred on previousoccasions, Taro’s minority shareholdershave raised objections that may stall thedeal. Strategically, Sun would like tohave 100% control as managementbelieves it would bring operationalefficiency; hence, we think it may bewilling to pay some premium anddeviate from its extreme conservativeapproach towards acquisitions in thepast. Considering the Fougera-Sandozdeal as a benchmark and the potentialrisk we see to Taro's current earnings,we believe a further increase in the offerprice is possible, but anything beyond$66 per share is unlikely. Assuming apayout of $600 million to $1 billion forTaro, we estimate the acquisition couldbe earnings accretive for Sun by 5-10%.In this report, we analyse Taro's portfolioand highlight that price hikes have beensharp and concentrated. We will watchFougera under Sandoz, which is themain competitor for Taro. We believe a14-20% reduction in Taro's US sales overtime from current levels is apossibility.Our 12m target price is Rs 690per share based on 20x FY14E EPS. Thestock is trading at 19.3x FY14F EPS and

22.7x FY14F EPS ex Taro vs a sectoraverage of 16.2x, based on ourestimates. Neutral

- Nomura Equity Research

TECPRO SYSTEMSRReeccoo pprriiccee//ddaattee:: Rs 154 / 16th AugustCCuurrrreenntt//ttaarrggeett pprriiccee:: Rs 155.50/Rs 170

Revenues for the quarter grew by9%, YoY to Rs 558 crore, driven byexecution of its strong order book.Material handling contributed to 63% ofrevenues, BoP contributed 29% and ashhandling contributed 8% of totalrevenues EBITDA for the quarter was Rs.78 cr, up 92% on a YoY basis. EBITDAmargins improved by 234 bps on a YoYbasis to 13.9%. Interest cost hasincreased in Q1FY13 to Rs. 65 cr ascompared to Rs. 33 cr in Q1FY12. Tightinterest rate regime has resulted in anincrease in the average cost of borrowedfunds. The average cost of debt is at12%. PAT for the quarter was Rs. 7 cr, upby 44%, YoY. PAT margin saw a dip of 13bps, YoY to 1.8%. Higher interest cost(+97%, YoY) led to the decline ofprofitability.

Order book position of the companyat the end of Q1FY13 stands at Rs. 4320cr (1.7x FY12 revenues). Order inflow forthe quarter was Rs. 739 cr. This includesa Rs 142 cr order from NTPC, Rs 83.7 crorder from Kanti Bijlee Utapadan NigamLtd (NTPC subsidiary) and firstinternational order from Hyundai Rotem,Korea worth USD 32.7 mn. Moreover,the company has reported an orderinflow of Rs 1308 cr YTD. Order bookposition as on 15th Aug 2012 stood atRs. 4954 cr. This gives us good revenuevisibility for FY13 & FY14. At CMP thestock trades at 5.5x its FY13E EPS andwe maintain our HOLD rating on thestock with a target price of Rs. 170.

Nirmal Bang Equity Research

7

IN NEWSIN BRIEF

Press Trust of India

The world's largest miner CoalIndia (CIL) suffered productionlosses to the tune of 116 million

tonnes on account of delays inexecution of new projects, governmentauditor CAG today said.

Delays ranging from "one to 12 years"in execution of 32 projects under differentsubsidiaries of CIL entailed "loss ofproduction by 115.95 MT," Comptrollerand Auditor General of India (CAG) said inits report on "Allocation of Coal Blocks andAugmentation of Coal Production" tabledin Parliament today.

The delays, it said, pertained to"problems of land acquisition, forestclearance, adverse geo-mining condition,tender finalisation for equipment of andconstruction of Coal Handling Plant (CHP)and railway siding," it said.

CAG observed that delays took placedespite an expert committee emphasisingway back in 2005 the need for setting upof a permanent special task force tomonitor progress of clearances and projectimplementation of schemes to becompleted by the end of XIth Five YearPlan (2007-12).

"In order to bridge the demand-supplygap of coal, new coal projects arerequired to be completed in a time boundmanner," it said.

However, the Coal Ministry stated inJanuary, 2012 that "response fromMinistry of Environment and Forest isawaited."

Reliance Power got unduebenefit of Rs 29,033 cr: CAG

BHEL to set up new facility inMaharashtra

Press Trust of India

Flaying post-bid concessions toReliance Power, the CAG today said

the Anil Ambani-led firm got unduebenefit of Rs 29,033 crore when thegovernment allowed use of surplus coalfrom blocks alloted to Sasan power plantfor its other projects. CAG in its reporttabled in Parliament said subsequent toaward of the 4,000 MW Sasan ultra megapower project to RPL, the governmentgranted permission to the company toutilise the surplus coal from three minesattached to the projects for the group'sChitrangi project in Madhya Pradesh.

"The permission to use surplus coal inother projects of the bidder, vitiated thesanctity of the bidding process," it said.

RELIANCE CAPITALCOMPLETESMF STAKESALE TO NIPPON LIFEReliance Capital today said it hascompleted the sale of 26% stake inits asset management and mutualfund unit to Japanese financialservices giant Nippon Life for Rs1,450 crore. All the necessaryregulatory approvals have beenreceived for the deal and the entiretransaction proceeds of Rs 1,450crore ($290 million) have beenreceived from Nippon LifeInsurance, Rel Capital said.

MARUTI'S GURGAON UNITUNION OPPOSESSACKING OFMANESARWORKERSWorkers of Maruti Suzuki India'sGurgaon plant have opposed thedecision of the management tosack 500 colleagues at thecompany's Manesar facility.

Maruti Udyog Kamgar Union(MUKU), the workers' body at theGurgaon factory of Maruti SuzukiIndia (MSI), said it will try to rallysupport of other unions in theGurgaon-Manesar industrial beltagainst the dismissal of Manesarplant workers.

ORACLE AGREES TO PAY$2MN TO SETTLEALLEGATIONS IN INDIAComputer technology major Oraclehas agreed to pay $2 millionpenalty to settle charges of marketregulator SEC that its Indiansubsidiary failed to prevent secretpayments in its businesstransaction with the governmentbetween 2005 and 2007.

Oracle India structuredtransactions with the Indian govton more than a dozen occasions ina way that enabled Oracle India'sdistributors to hold approx $2.2mln of the proceeds, SEC allegedin its charge sheet.

Press Trust of India

Engineering major BHEL plans to setup a new manufacturing facility in

Maharashtra for which it would investRs 159 crore, a top company officialsaid today.

BHEL Tiruchirapalli Complex ExecutiveDirector A V Krishnan said BHEL, whichhas a special focus on power plantequipment, plans a 90,000 tonnecapacity production facility of seamlesstubes products at Bhandara inMaharashtra.

Though it is in the initial stage,pending land acquisition, BHEL hasdecided to invest Rs 159 crore toaugment tubular products available inthe western region, where requirementis high, he told PTI.

CIL suffered 116 mn tonne outputloss: CAG

8

Price as on Aug 17, 12 Open interest % of Open interest

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

BAJAJ AUTO 1696.40 1702.20 1340 227.36 78.87 8.43 12.70BHARTI AIRTEL 262.30 263.40 40751 1068.90 57.83 35.55 6.62BHEL 229.45 230.15 25043 574.61 72.43 18.86 8.71CIPLA 354.95 356.05 6058 215.03 86.60 8.70 4.70COAL INDIA 349.90 351.10 5279 184.71 81.99 8.28 9.74DR REDDYS LABS 1669.00 1671.40 792 132.18 95.30 3.80 0.90GAIL 360.75 362.00 2330 84.05 87.12 8.45 4.42HDFC 713.30 715.75 22963 1637.95 93.51 3.90 2.59HDFC BANK 595.10 598.65 17066 1015.57 91.71 4.17 4.13HERO HONDA 1935.20 1935.15 1931 373.69 82.69 12.57 4.74HINDALCO 113.70 114.35 35340 401.82 75.26 18.12 6.62HUL 503.40 504.05 14277 718.70 67.54 13.39 19.07ICICI BANK 962.15 964.60 15230 1465.33 68.76 17.36 13.88INFOSYS TECHN 2351.05 2351.25 5526 1299.13 62.19 20.36 17.45ITC 262.10 263.00 25103 657.95 82.48 9.37 8.15JINDAL STEEL 401.45 402.85 6346 254.76 86.65 8.21 5.14LARSEN & TOUBRO 1451.85 1456.45 6919 1004.57 63.05 15.65 21.30MAH & MAH 769.35 771.25 5389 414.56 70.00 10.47 19.53MARUTI SUZUKI 1177.55 1181.05 3264 384.29 69.86 15.38 14.76NTPC 168.05 168.85 9084 152.66 76.66 11.01 12.33ONGC 282.05 282.85 9535 268.93 82.14 14.15 3.71RELIANCE IND 816.10 816.95 19658 1604.29 61.67 18.89 19.44SBI 1897.05 1903.90 20010 3796.04 44.44 41.20 14.36STERLITE IND 109.00 109.15 26800 292.12 85.06 7.62 7.32SUN PHARMA 661.05 663.65 3226 213.25 90.81 5.15 4.05TATA MOTORS 240.20 240.85 37628 903.82 55.60 23.75 20.65TATA POWER 97.25 97.85 10444 101.57 88.64 6.42 4.94TATA STEEL 394.80 396.55 20253 799.57 68.35 20.26 11.39TCS 1278.59 1283.80 5416 692.52 78.98 10.76 10.27WIPRO 353.50 354.20 4684 165.58 89.09 7.21 3.70

OPEN INTEREST BREAK-UP

MARKET POSITION

SECTOR WATCH

Aug 16, 12 Aug 17, 12 %Chg

SPOTNIFTY 5362.95 5366.30 0.06BANKNIFTY 10426.75 10417.90 -0.08CNXIT 5915.90 5980.65 1.09FUTURE(LTP)NIFTY 5382.00 5382.35 0.01BANKNIFTY 10472.70 10460.95 -0.11CNXIT 5929.90 5993.60 1.07

INDEX WATCHOpen Int as on Price as on

Aug 16, 12 Aug 17, 12 % chg Aug 16, 12 Aug 17, 12 % chg

POLARIS SOFTWAR 2248000 2990000 33.01 116.10 122.75 5.73DELTA CORP 6320000 7164000 13.35 62.25 64.30 3.29TECH MAHINDRA 692000 600000 -13.29 845.45 849.00 0.42HIND ZINC 1744000 1518000 -12.96 122.20 124.15 1.60VIDEOCON IND 6810000 5984000 -12.13 171.95 176.40 2.59

OI CHANGE WITH RISE IN PRICE

Open Int as on Price as onAug 16, 12 Aug 17, 12 % chg Aug 16, 12 Aug 17, 12 % chg

BPCL 2711000 3036000 11.99 343.85 340.60 -0.95PTC INDIA 2676000 2968000 10.91 59.90 58.30 -2.67JET AIRWAYS 1845000 1650000 -10.57 380.25 376.50 -0.99JAIN IRRIGATION 12646000 13856000 9.57 79.15 75.55 -4.55INDIA CEMENTS 6290000 5728000 -8.93 85.85 84.95 -1.05

OI CHANGE WITH FALL IN PRICE

OI OUTLOOK

OI as on Aug 17,12 %of MWp

HIGHESTCore Proj & Tec 11148000 93.94

Suzlon Energy 145344000 86.88

United Spirits 16162000 86.17

Welsp Guj Sr 20324000 85.76

HDIL 43800000 83.44

Alok Inds 93680000 83.10

MTNL 39520000 79.73

Punj Lloyd 32868000 78.80

LOWESTGSK Pharma 6375 0.08

Bajaj Holdings 20500 0.15

Bosch 4500 0.25

Colgate 62750 0.47

Hind Zinc 1536000 0.52

OI ‘000 % chg

TOP GRAINERPlastic products 14488 9.38Textiles 130418 6.27Plantation & Plantation 15305 5.65Alcoholic Beverages 16162 5.62FMCG 17283 3.67Non Ferrous Metals 63676 2.29Infrastructure Developers 67450 2.18Shipping 4711 2.17Auto Ancillaries 2025 2.12Sugar 85080 1.51TOP LOSERSAir Transport Service 2679 -15.91Oil & gas 7702 -9.41Cement 19504 -8.44Tyres 10684 -5.96Gas Distribution 8351 -5.32Entertainment 16132 -5.12Consumer Durables 20030 -5.08

Rex Cano

NIFTYLLaasstt cclloossee:: 5,366

The Nifty failed to sustain at higherlevels for the second consecutive dayon Friday. The index remains inoverbought zone on the daily charts,hence we could see some profit takingin the near term. On the upside, theindex can face resistance around5,390-odd levels, while on thedownside the index is likely to test5,300. On Monday, the Nifty may seeksupport around 5,345-5,330, whileface resistance around 5,390-5,405.

ASHOK LEYLANDLLaasstt cclloossee:: RS 22.50TTaarrggeett:: RS 21.50

Ashok Leyland was strugglingaround its short-term moving averagefor the last few trading days. The stockon Friday closed fairly below its 20-dayDMA. Look to short the stock on risewith a stop at Rs 23.20. On thedownside, the stock can slip to Rs21.50.

CENTURY TEXTILESLLaasstt cclloossee:: RS 321TTaarrggeett:: RS 311

Century Textiles has retraced from

the higher end of the Bollinger Band onthe daily charts. The stock is likely toexert selling pressure in the near term,with considerable resistance expectedaround Rs 327. On the downside, thestock can drop to Rs 311.

SESA GOALLaasstt cclloossee:: RS 187TTaarrggeett:: RS 179

Sesa Goa failed to sustain above itslong-term (200-day DMA) movingaverage for the third time sinceFebruary 2012. The stock is likely toslide towards the lower end of theBollinger Band around Rs 179. On theupside the stock is likely to faceresistance around Rs 191.

9

KEY SUPPORT, RESISTANCE LEVELSBOLLINGER BANDS

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

ACC 1315 1319 1326 1333 1338 1312 1270 1233 1247 1377 -57

AXISBANK 1098 1103 1110 1118 1122 1059 1042 1047 992 1127 -63

BHEL 226 227 229 232 233 224 225 250 209 239 -54

BPCL 335 337 341 344 346 356 368 322 333 380 -38

CIPLA 351 352 355 357 359 343 327 322 320 366 -70

DLF 203 206 209 212 215 208 204 203 194 221 -51

DRREDDY 1646 1655 1669 1683 1692 1640 1628 1646 1604 1677 58

HDFC 708 710 713 717 719 695 675 669 662 728 59

HINDALCO 111 112 114 115 116 119 120 127 113 124 -38

ICICIBANK 952 956 962 969 973 947 907 850 907 986 58

INFOSYSTCH 2327 2336 2351 2366 2375 2238 2347 2584 2110 2365 61

M&M 758 762 769 776 781 712 708 698 656 768 75

MARUTI 1163 1169 1178 1187 1192 1137 1146 1162 1080 1194 56

ONGC 278 280 282 284 286 281 278 269 276 287 -52

RELIANCE 807 810 816 822 826 758 739 757 689 827 -76

RELINFRA 493 499 511 522 528 508 525 501 479 537 -47

SBIN 1875 1884 1897 1910 1919 2002 2105 2020 1856 2148 34

TATAMOTORS 236 238 240 243 244 226 233 240 206 246 57

TATASTEEL 389 391 395 399 401 402 416 424 386 418 -42

WIPRO 349 350 354 357 358 346 372 401 329 363 48

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;

Nifty remains in overbought zoneProfit taking can bring the index to 5,300-odd levels

TECHNICALS

BS TOP 200

10

CompanyName Prev Open High Low Current % Chg Volume P/E 52wk Market CapClose (Rs)) Close (times) High/Low (Rs)) (Rs in crore)

Aban Offsh 404.75 408.00 424.40 406.90 421.80 4.21 319494 6.44 572/320 1835

ABB 769.55 778.65 778.65 758.15 764.10 -0.71 9160 87.23 915/541 16191

ACC 1,337.65 1,339.95 1,339.95 1,320.90 1,327.70 -0.74 18912 20.97 1422/982 24928

Adani Enter 190.70 191.50 193.25 182.15 183.20 -3.93 553424 12.08 627/168 20148

Adani Ports 127.50 128.25 128.40 122.55 123.75 -2.94 65109 18.47 170/110 24792

Adani Power 43.50 43.65 43.90 41.80 42.05 -3.33 428193 NA 97/41 9167

Adi Bir Nuvo 805.40 810.00 818.00 784.00 788.75 -2.07 33345 9.91 1029/710 8954

Allahabad Bk 129.35 129.95 131.10 126.20 127.40 -1.51 223747 3.25 211/114 6370

Alok Inds 15.85 15.95 16.40 15.75 15.90 0.32 6852623 3.66 24/14 1314

Alstom India 378.40 379.80 389.55 379.80 382.00 0.95 15904 14.68 572/280 2568

Ambuja Cem 191.85 191.00 194.80 186.60 189.15 -1.41 55943 23.21 197/130 29119

Andhra Bank 98.35 98.80 99.50 97.10 98.00 -0.36 56565 4.15 139/79 5484

Apollo Tyres 89.10 89.50 91.90 89.15 91.25 2.41 654301 21.67 95/51 4599

Arvind 71.65 72.20 72.35 69.30 69.90 -2.44 163970 4.4 111/62 1804

Ashok Leyland 22.75 22.90 22.90 22.25 22.45 -1.32 684324 10.95 33/20 5973

Asian Paints 3,711.70 3,705.50 3,731.50 3,671.50 3,684.70 -0.73 7891 34.87 4170/2551 35344

Aurob Pharma 104.00 104.00 104.90 102.15 102.85 -1.11 64253 NA 149/80 2994

Axis Bank 1,114.20 1,117.80 1,121.20 1,102.55 1,109.90 -0.39 163235 10.33 1309/785 45991

Bajaj Auto 1,690.20 1,690.90 1,703.00 1,680.00 1,696.50 0.37 22148 16.3 1839/1401 49092

Bajaj Hind 32.00 32.30 32.95 31.70 32.75 2.34 440025 NA 50/23 2094

Bajaj Hold 777.65 784.85 789.90 780.35 787.00 1.20 4165 5.16 864/625 8759

Balram Chini 66.80 66.80 68.55 66.30 67.95 1.72 175574 194.14 69/33 1660

Bank of Baroda 644.05 645.00 645.00 633.10 635.85 -1.27 57403 5.15 881/615 26315

Bank of India 278.20 279.00 280.70 275.00 276.75 -0.52 55754 5.21 408/261 15879

Bata India 901.25 902.00 907.00 892.25 896.25 -0.55 31852 35.09 981/492 5759

BEML 291.55 292.10 293.55 282.10 283.30 -2.83 22834 602.77 702/286 1180

BF Utilities 432.35 434.40 438.60 420.55 424.85 -1.73 126449 451.97 564/259 1600

BGR Energy 272.10 273.70 277.25 268.35 271.40 -0.26 86938 9.46 378/173 1958

Bharat Elctn 1,255.25 1,264.15 1,267.00 1,250.00 1,253.25 -0.16 946 15.36 1666/1125 10026

Bharat Forge 299.20 300.00 305.00 295.25 296.50 -0.90 14584 18.66 347/231 6903

Bharti Airtel 259.90 260.40 264.60 259.05 262.10 0.85 577570 26.16 417/253 99533

BHEL 230.30 231.10 232.45 226.90 229.05 -0.54 320417 7.85 364/198 56062

Bhushan Stl 469.50 470.90 473.95 467.00 471.60 0.45 71375 9.81 479/297 10014

Biocon 246.00 248.00 252.75 247.05 248.45 1.00 116127 14.31 363/208 4969

Bombay Dyng 504.15 504.95 512.60 493.60 497.30 -1.36 60245 28.66 593/290 2054

Bosch 8,681.45 8,700.00 8,756.75 8,670.00 8,678.90 -0.03 258 23.65 9300/6425 27252

BPCL 344.00 347.00 347.00 338.50 341.00 -0.87 49591 NA 395/230 24657

Cairn India 334.10 335.15 338.90 331.00 334.05 -0.02 169473 7.05 401/250 63734

Canara Bank 358.45 362.70 362.70 354.10 358.00 -0.13 25569 4.76 566/344 15859

Central Bank 70.00 69.80 70.50 69.10 69.35 -0.93 128093 8.68 112/63 5105

Century Tex 331.10 331.10 333.40 317.90 321.70 -2.84 198955 4595.71 388/216 2993

CESC 311.50 313.90 320.00 307.00 312.10 0.19 36619 6.74 318/186 3899

Chambal Fert 68.60 68.75 69.45 67.60 67.70 -1.31 215969 10.81 119/66 2818

Cipla 355.95 358.75 358.75 352.10 354.85 -0.31 122407 22.42 364/274 28491

Coal India 352.95 354.00 355.60 349.10 350.45 -0.71 218908 14.64 404/294 221357

Colgate 1,188.65 1,190.15 1,195.00 1,172.70 1,180.00 -0.73 4818 34.62 1250/904 16048

Coreedutec 293.30 297.45 297.45 291.00 293.55 0.09 2029 9.9 324/245 3322

Crompton Grv 116.75 117.50 121.90 117.50 119.25 2.14 346006 20.14 175/102 7650

Cummins (I) 473.80 474.80 477.95 471.00 472.25 -0.33 6935 22.02 505/322 13091

Dabur India 118.15 118.90 120.00 117.60 119.05 0.76 67842 31.16 124/92 20749

11

CompanyName Prev Open High Low Current % Chg Volume P/E 52wk Market Cap Close (Rs)) Close (times) High/Low (Rs)) (Rs in crore)

DCB 41.95 42.30 42.65 41.15 41.90 -0.12 411533 15.46 52/31 1008

Delta Corp 62.30 63.25 65.15 62.10 64.35 3.29 1948419 30.35 116/52 1441

Dena Bank 91.65 92.05 92.80 89.85 90.70 -1.04 187561 3.63 104/48 3175

Dish TV 74.25 74.80 75.00 71.50 72.95 -1.75 323412 NA 87/52 7765

Divis Lab 1,171.65 1,171.10 1,194.20 1,167.30 1,174.05 0.20 15985 25.52 1178/690 15586

DLF 215.65 214.10 215.70 207.80 210.05 -2.60 688786 31.44 261/170 35675

Dr Reddys 1,653.60 1,657.00 1,678.85 1,644.15 1,670.05 0.99 19052 18.91 1818/1387 28357

Educomp Sol 158.55 159.00 161.90 156.80 159.30 0.47 225222 15.23 285/128 1580

Escorts 62.50 62.55 65.40 62.50 64.45 3.12 625279 10.64 93/55 681

Essar Oil 53.25 53.65 54.65 52.90 53.35 0.19 314077 NA 99/45 7616

Exide Ind 132.80 133.50 133.50 128.65 129.60 -2.41 160620 24.5 158/99 11016

Federal Bank 435.50 435.50 442.00 435.00 437.40 0.44 12768 9.11 480/322 7482

Finan Techno 845.95 852.00 856.25 828.40 831.55 -1.70 101285 7.45 959/518 3833

Fortis Health 99.30 99.80 100.50 99.20 99.60 0.30 38430 NA 158/81 4036

G E Shipping 258.20 259.00 266.00 258.15 259.70 0.58 13113 11.81 285/183 3955

GAIL 366.85 370.00 370.20 359.00 360.55 -1.72 33552 12.03 446/303 45735

GMDC 195.80 195.00 198.80 195.00 197.00 0.61 11185 12.42 213/151 6265

GMR Infra 21.20 21.35 21.45 20.35 20.55 -3.07 1367347 NA 34/18 7999

Godrej Ind 247.45 244.00 249.50 243.15 244.80 -1.07 18048 31.34 284/168 8201

Grasim Ind 3,025.10 3,024.85 3,032.80 2,994.35 3,015.00 -0.33 8201 10.58 3046/2040 27654

GSK Pharma 2,097.95 2,090.40 2,102.95 2,080.65 2,090.00 -0.38 915 31.11 2338/1830 17702

Guj Fluoro 349.10 349.00 364.00 347.70 358.05 2.56 20108 9.12 561/317 3935

Guj Petronet 71.35 71.80 72.20 70.70 71.10 -0.35 61642 7.85 113/62 4001

GVK Power 12.80 12.65 13.05 12.41 12.54 -2.03 1794444 NA 20/10 1980

Havells I 553.20 555.00 559.00 548.40 549.20 -0.72 12056 21.37 616/313 6853

HCC 17.15 17.30 17.35 16.95 17.05 -0.58 484250 NA 33/16 1034

HCL Techno 557.20 560.00 560.00 555.50 557.90 0.13 63216 19.84 559/360 38696

HDFC 709.90 714.00 719.00 710.00 712.10 0.31 227548 25.24 726/601 108033

HDFC Bank 600.35 602.00 602.00 592.10 595.20 -0.86 58675 25.51 610/400 140324

HDIL 83.90 84.20 85.75 81.85 82.50 -1.67 2673964 11.47 135/52 3457

Hero MotoCorp 1,929.70 1,929.00 1,948.70 1,926.00 1,930.15 0.02 22685 15.82 2279/1703 38545

Hexaware Tch 119.80 120.50 123.30 118.25 119.55 -0.21 306190 10.72 134/68 3543

Hind Oil 120.90 121.50 123.25 118.45 119.95 -0.79 193256 86.92 153/87 1565

Hind Zinc 122.15 122.95 124.80 122.20 124.15 1.64 69379 9.35 150/107 52457

Hindalco 116.85 117.00 117.15 113.20 113.95 -2.48 1117314 10.81 165/105 21819

HPCL 309.25 311.00 313.50 308.10 311.25 0.65 56147 NA 395/239 10540

HUL 494.55 490.55 504.35 490.55 502.10 1.53 182507 39.85 499/311 111215

ICICI Bank 956.50 959.20 968.90 952.00 961.70 0.54 243238 15.96 999/641 110876

IDBI Bank 87.05 87.15 88.25 85.70 86.75 -0.34 267019 5.22 122/77 11090

Idea Cellular 75.10 75.15 75.75 74.50 75.35 0.33 131029 31.93 104/71 24940

IDFC 142.20 142.20 143.80 140.15 140.65 -1.09 454733 13.13 161/90 21285

IFCI 35.50 35.75 36.05 34.65 35.10 -1.13 1113713 4.14 49/20 2590

Ind Ove Bank 72.85 73.15 73.50 72.30 72.55 -0.41 75736 5.36 120/68 5782

India Cement 85.80 85.50 85.95 83.25 84.75 -1.22 134692 10.29 119/62 2603

Indiab Real 52.15 52.50 52.95 50.45 51.55 -1.15 407031 13.53 92/40 2366

Indian Bank 173.80 172.00 175.00 170.00 170.95 -1.64 8146 4.08 265/157 7347

Indian Hotel 60.65 61.00 61.10 59.90 60.30 -0.58 36160 38.16 80/51 4869

Indraprst Gs 262.00 262.80 266.50 259.05 260.20 -0.69 170428 11.7 453/170 3643

IndusInd Bank 331.85 331.90 337.80 331.40 332.70 0.26 22709 18.17 352/222 15605

Infosys 2,314.25 2,320.00 2,355.00 2,317.75 2,351.40 1.61 95933 15.2 2990/2102 135027

BS TOP 200

12

IOC 250.90 252.50 253.00 250.95 251.80 0.36 19381 NA 329/239 61136

IRB Infra 124.90 125.65 126.05 120.75 122.35 -2.04 458502 8.08 210/100 4066

ITC 258.15 257.55 263.10 257.55 261.85 1.43 248361 31.89 269/185 205107

IVRCL 45.75 45.85 46.40 44.00 44.35 -3.06 499455 49.28 75/27 1184

Jain Irrig 79.00 79.10 80.00 75.00 75.50 -4.43 1602787 18.06 174/69 3059

Jet Airways 380.50 383.50 386.00 373.20 376.60 -1.02 251976 NA 411/167 3251

Jindal Steel 418.95 418.95 426.00 399.10 402.10 -4.02 354163 10.98 663/390 37588

JP Associat 75.30 75.50 76.45 74.10 75.60 0.40 1057913 21.24 89/50 16076

JSW Energy 50.60 51.00 51.60 49.10 49.55 -2.08 226609 215.43 77/36 8126

JSW Ispat Steel 11.06 11.09 11.28 10.37 10.45 -5.52 1224195 NA 16/9 2630

JSW Steel 749.10 749.95 758.00 717.20 721.45 -3.69 503691 157.52 885/464 16097

Jubilant Fd 1,165.40 1,164.00 1,185.00 1,149.00 1,167.65 0.19 100593 66.27 1335/633 7607

Karnataka Bk 89.65 89.60 90.20 88.00 88.30 -1.51 88853 5.95 112/64 1663

Kotak Mah Bank 584.35 586.90 591.00 584.40 587.90 0.61 37023 23.49 612/411 43679

L & T 1,474.50 1,475.00 1,481.20 1,445.40 1,452.65 -1.48 243959 19.49 1720/971 89164

Lanco Infra 12.53 12.55 12.85 12.21 12.33 -1.60 3975675 NA 25/9 2969

LIC Hsg Fin 252.65 253.10 253.90 249.00 249.85 -1.11 95307 14.24 290/196 12609

Lupin 556.40 563.30 572.00 563.05 571.15 2.65 125521 27.21 604/410 25528

Mah & Mah 763.00 765.00 777.00 760.00 767.10 0.54 118666 15.7 875/622 47098

Maruti Suzuki 1,172.40 1,186.30 1,194.35 1,171.30 1,177.05 0.40 71128 22.53 1428/906 34007

Max India 183.90 183.90 184.70 182.10 183.95 0.03 12205 9.34 215/140 4881

Mcleod Russl 324.60 326.00 329.00 318.00 321.60 -0.92 48349 17.4 345/166 3520

MphasiS 387.35 387.35 398.80 375.25 380.45 -1.78 8025 10.63 439/277 7995

MRF 10,854.90 10,890.0011,018.70 10,750.00 10,806.45 -0.45 7184 5.71 11570/6200 4582

MRPL 60.20 60.50 65.10 60.50 63.45 5.40 609190 NA 75/50 11121

MTNL 33.45 33.45 33.85 32.70 33.15 -0.90 586315 NA 39/21 2088

NCC 41.45 41.70 42.30 33.50 40.35 -2.65 366369 35.39 74/28 1035

NHPC 18.50 18.65 18.65 18.45 18.50 0.00 647304 8.6 25/17 22756

NMDC 181.75 180.10 183.75 179.90 180.15 -0.88 27624 9.69 259/136 71424

NTPC 169.95 171.00 171.15 167.45 168.25 -1.00 86935 14.38 190/139 138730

Oil India 479.45 480.55 483.50 476.00 477.00 -0.51 11023 8.13 556/431 28674

ONGC 283.85 284.40 286.20 280.55 281.90 -0.69 167704 8.9 304/240 241179

OnMobile Glb 42.85 43.00 43.90 41.25 42.20 -1.52 566809 6.08 84/29 485

Opto Circuit 143.45 145.00 152.35 144.80 147.45 2.79 765947 6.02 225/133 3573

Oracle Fin 2,964.45 2,965.00 2,987.30 2,883.00 2,912.05 -1.77 10989 19.64 3010/1699 24455

Orchid Chem 103.90 104.00 106.70 103.30 104.05 0.14 327263 NA 213/101 733

Oriental Bank 236.65 238.00 240.80 231.70 233.25 -1.44 15284 5.77 329/190 6805

Pantloon Retail 158.45 161.50 163.45 157.45 159.40 0.60 674580 12.95 310/125 3691

Patel Engg 80.65 81.05 81.55 77.65 78.50 -2.67 58414 8.28 127/73 548

Petronet LNG 151.45 151.45 152.30 148.65 150.50 -0.63 75433 10.53 186/122 11288

Piramal Entp 517.10 518.00 522.00 514.00 520.05 0.57 6084 339.9 563/340 8973

PNB 731.35 739.90 740.00 725.00 727.35 -0.55 42239 4.91 1091/703 24670

Polaris Finan 115.85 116.85 124.00 116.40 122.90 6.09 509005 5.15 175/103 1222

Power Fin 185.35 186.60 189.55 184.50 186.80 0.78 434110 7.43 224/130 24658

Power Grid 120.10 120.75 121.10 116.10 117.70 -2.00 146086 15.93 122/94 54492

Praj Ind 53.00 54.05 54.05 52.00 52.15 -1.60 109296 14.77 93/50 949

PTC India 59.85 60.50 60.70 58.05 58.30 -2.59 232905 17.15 77/38 1720

Punj Lloyd 51.65 51.90 52.50 50.20 50.60 -2.03 391355 18.53 66/37 1680

Ranbaxy Labs 510.25 515.00 519.40 507.15 515.05 0.94 135782 NA 542/367 21749

Raymond 368.05 369.00 372.00 357.40 361.60 -1.75 65780 189.32 439/300 2220

CompanyName Prev Open High Low Current % Chg Volume P/E 52wk Market Cap Close (Rs)) Close (times) High/Low (Rs)) (Rs in crore)

Reliance Cap 358.85 362.40 363.55 348.20 352.10 -1.88 663159 18.48 482/226 8649

Reliance Com 56.25 56.30 57.40 55.30 55.80 -0.80 1600405 12.35 110/53 11517

Reliance Ind 815.05 818.10 824.95 809.60 815.10 0.01 491553 13.99 902/671 263758

Reliance Infra 528.20 534.00 536.30 508.25 510.95 -3.27 604169 7.09 680/328 13440

Reliance Power 92.90 93.75 94.25 86.85 87.70 -5.60 3718367 27.07 139/69 24601

Renuka Sugar 32.10 32.45 33.95 32.05 33.75 5.14 3892277 NA 67/23 2266

Rolta 68.10 68.60 70.00 68.20 68.80 1.03 232982 3.92 108/50 1110

Ruchi Soya 84.75 84.80 85.55 84.45 84.55 -0.24 7543 27.81 129/79 2819

Rural Elect 209.40 210.70 214.55 209.10 211.00 0.76 204411 6.87 251/142 20835

S Kumars N 22.75 24.10 24.35 22.80 23.30 2.42 1453399 1.87 52/22 693

SAIL 84.75 84.75 85.00 83.00 83.20 -1.83 318188 10.11 123/73 34366

SBI 1,893.65 1,898.00 1,916.95 1,883.10 1,896.30 0.14 589859 7.19 2475/1576 127249

Sesa Goa 188.15 186.70 191.40 185.90 187.25 -0.48 326794 5.77 270/149 16274

Shriram TrFn 565.90 568.50 599.70 566.30 593.70 4.91 39996 10.91 707/416 13435

Siemens 656.55 662.90 664.00 654.00 658.30 0.27 17012 38.01 900/627 22402

Sintex Ind 61.50 61.70 62.45 59.45 59.95 -2.52 355440 6.32 163/50 1637

Sobha Devlp 345.95 342.30 344.90 335.55 336.45 -2.75 6596 15.27 371/185 3299

South Ind Bk 22.95 23.05 23.05 22.80 22.90 -0.22 80041 5.89 28/20 2600

Sterlite Ind 109.75 109.00 111.55 108.05 108.85 -0.82 604308 8.33 141/86 36587

Sun Pharma 663.25 666.00 666.05 656.40 660.65 -0.39 27336 23.74 690/448 68417

Sun TV Net 305.50 305.00 308.75 299.55 302.50 -0.98 38944 17.75 343/177 11921

Suzlon Energy 17.05 17.00 17.30 16.70 16.80 -1.47 2488833 NA 43/16 2986

Syndicate Bank 97.90 96.50 98.80 95.80 96.05 -1.89 28792 4.1 121/67 5782

Tata Chem 310.50 310.90 317.00 310.00 316.60 1.96 62731 10.82 375/288 8066

Tata Coffee 979.55 976.00 987.95 958.00 969.65 -1.01 18403 18.85 1010/672 1811

Tata Comm 236.55 238.00 238.40 233.55 233.55 -1.27 18141 NA 266/176 6656

Tata Global 133.60 134.50 137.75 133.80 134.70 0.82 564628 30.54 136/80 8330

Tata Mot-DVR 112.20 552.00 563.00 543.00 112.20 0.00 0 NA 190/80 0

Tata Motors 235.45 237.00 243.15 237.00 240.45 2.12 2174442 5.57 321/138 76695

Tata Power 101.10 102.65 103.00 95.00 97.35 -3.71 510013 NA 122/81 23102

Tata Steel 398.20 401.00 402.00 392.10 394.80 -0.85 760280 59.82 504/332 38343

TCS 1,262.80 1,266.00 1,284.35 1,264.85 1,277.45 1.16 72123 22.09 1295/903 250023

Tech Mahindra 845.65 847.00 859.00 840.25 847.70 0.24 74015 9.35 849/524 10817

Titan Ind 220.15 220.00 223.20 219.25 220.60 0.20 148649 31.97 255/154 19585

TTK Prestige 3,657.70 3,675.00 3,689.00 3,640.00 3,661.05 0.09 8671 34.91 3954/2151 4144

TVS Motor 40.25 40.55 40.70 39.10 39.85 -0.99 95753 7.84 70/32 1893

UCO Bank 69.40 69.50 70.15 68.00 68.75 -0.94 189198 3.88 95/45 4570

UltraTech 1,715.90 1,731.00 1,736.90 1,710.00 1,733.10 1.00 6904 18.69 1721/965 47503

Union Bank 166.05 167.00 168.45 163.20 163.90 -1.29 76802 4.92 274/156 9024

Unitech 21.35 21.30 21.50 20.75 20.90 -2.11 953513 27.87 38/17 5468

United Phos 116.60 116.60 116.95 114.50 115.10 -1.29 119568 9.13 169/105 5247

United Spirt 910.80 914.00 951.00 913.95 922.25 1.26 1006438 34.46 974/450 12062

Videocon Ind 171.60 172.95 177.95 172.00 176.00 2.56 578856 18.47 196/161 5610

Vijaya Bank 52.55 52.90 53.00 51.75 52.05 -0.95 127196 4.16 69/44 2579

VIP Ind 79.30 80.00 80.50 77.25 77.75 -1.95 361106 20.9 205/69 1099

Voltas 111.65 111.20 114.80 111.20 112.50 0.76 202613 33.99 134/72 3723

Welspun Corp 101.75 102.50 102.75 99.10 99.40 -2.31 46301 17.85 157/65 2264

Wipro 349.55 353.60 354.50 347.50 353.65 1.17 103629 14.96 453/310 87051

Yes Bank 359.90 361.05 365.00 357.00 359.55 -0.10 126523 12.14 389/231 12760

Zee Enter 172.15 173.00 173.70 168.50 169.15 -1.74 55473 26.31 176/110 16137

CompanyName Prev Open High Low Current % Chg Volume P/E 52wk Market Cap Close (Rs)) Close (times) High/Low (Rs)) (Rs in crore)

13Disclaimer: 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 Smart Investor does not take any responsibility for investment decisions taken by readers on the basis of information provided herein. EDITOR: A K BHATTACHARYA

14

STOCK REPORTRECOVERY FROM INTRADAY LOWS

FALL FROM INTRADAY HIGHS

(RRss CR) FII DIIDate Buy Sales Net Buy Sales Net

16-AUG-12 2447.90 2352.89 95.01 1259.33 1034.03 225.3014-AUG-12 1971.71 1713.50 258.21 1006.49 930.77 75.7213-AUG-12 2020.01 1680.25 339.76 701.28 877.62 -176.3410-AUG-12 2373.23 2290.07 83.16 786.30 1322.99 -536.69

FII & DII TURNOVER (BSE + NSE)

Volumes in ‘000

Company Price (Rs) Today Avg 5 days % Chg

Great Offshore 99.10 4,242.8 49.9 8397

Ahluwalia Contr. 44.50 70.2 1.1 6358

Nucleus Soft. 79.75 529.0 10.2 5072

FDC 87.15 1,491.5 51.9 2777

Bharati Shipyard 69.90 1,273.4 49.1 2493

Info Edg.(India) 360.05 332.2 15.4 2052

T B Z 107.15 1,485.5 77.5 1816

Autoline Inds. 152.85 375.9 28.1 1240

Panacea Biotec 76.50 54.1 4.1 1232

Rajesh Exports 124.45 914.9 88.9 929

Parekh Aluminex 316.05 22.9 2.3 902

VOLUME SHOCKERS

Ashapura Minech. 87.17 27.00 4.85

T B Z 26.04 107.00 19.96

Brescon Advisors 21.84 119.75 5.00

North Eastn.Car. 19.69 70.40 5.00

Sh.Renuka Sugar 11.53 33.75 5.14

Mount Shivalik 10.24 45.85 9.95

Ricoh India 8.96 72.85 4.97

Sabero Organics 8.03 140.90 4.99

KSL and Indus 6.98 62.75 9.99

Euro Finmart 6.40 30.20 4.86

Sequent Scien. 4.68 118.35 4.97

Geodesic 4.48 44.65 5.93

High Energy Bat. 3.72 144.70 10.00

M R P L 3.50 63.45 5.40

Shasun Pharma. 3.09 144.30 6.77

Everonn Educat. 3.02 164.60 5.38

Sangam India 2.74 53.80 16.07

Bilpower 1.91 33.75 4.98

ONLY BUYERSCompany Qty‘000 Price (Rs) Chg (%)

Company High Low Close % Chg

NCC 42.30 33.50 40.35 20.45

Orient Bell 70.00 57.50 68.90 19.83

Gujarat Metallic 36.70 30.65 36.65 19.58

T B Z 107.00 90.10 107.00 18.76

Castrol India 601.00 500.90 591.70 18.13

Control Print 64.00 53.00 62.25 17.45

JTL Infra 99.00 80.15 93.95 17.22

GKB Ophthalmics 42.95 36.05 41.65 15.53

Great Offshore 101.70 86.10 99.05 15.04

Mangalore Chem. 52.35 44.35 50.80 14.54

Kotak Nifty ETF 611.40 480.30 548.00 14.1

Ushdev Intl. 254.00 217.00 247.35 13.99

VKS Projects 52.05 45.65 52.00 13.91

Lloyd Electric 52.65 45.00 51.05 13.44

Vindhya Telelink 220.00 183.60 207.30 12.91

Company High Low Close % Chg

BSE SPICE 205.00 160.20 163.00 -20.49

Motor & Gen Fin 50.00 41.00 41.65 -16.7

Everest Kanto 31.70 26.65 26.80 -15.46

Graphite India 96.90 81.00 82.30 -15.07

Sterling Tools 118.70 95.70 101.00 -14.91

Hasti Finance 66.40 54.65 56.50 -14.91

Manaksia 49.95 42.60 42.60 -14.71

Crest Animation 32.40 28.15 28.30 -12.65

Super Sales Ind. 190.00 165.00 167.00 -12.11

Jindal Cotex Ltd 51.30 44.20 45.10 -12.09

S P Capital Fin. 94.55 80.00 83.15 -12.06

Gayatri Projects 114.00 100.50 100.50 -11.84

SPML Infra 76.00 66.20 67.00 -11.84

Geodesic 50.55 42.15 44.65 -11.67

Dai-ichi Karkari 43.95 38.60 38.85 -11.6

Glodyne Techno. 311.73 107.00 -4.97

Kemrock Inds. 62.14 184.65 -9.99

Roto Pumps 26.60 88.80 -4.98

Sh.Global Trad. 21.45 43.40 -4.93

Osian Inds. 18.30 150.55 -4.99

Parikh Herbals 15.12 43.15 -4.96

Reliance Power 7.06 87.70 -5.60

ACE Edu. 2.55 33.05 -4.89

S P Capital Fin. 1.81 83.15 -11.16

Popular Estate 1.67 32.00 -4.90

Gorani Inds. 0.85 35.25 -4.99

Cura Tech. 0.63 33.15 -4.88

NILE 0.60 105.60 -4.65

Pitti Lamination 0.50 54.10 -6.16

Delta Magnets 0.50 35.10 -4.88

Bafna Pharma. 0.34 41.35 -5.70

Flex Foods 0.30 27.70 -6.42

Cochin Minerals 0.30 170.65 -7.46

ONLY SELLERSCompany Qty‘000 Price (Rs) Chg (%)

Name Ex-Date Purpose Rs.

DHAMP SUGAR AUG 21, 12 AGM,DIVIDEND 1.25ENGINERS IND AUG 21, 12 AGM,DIVIDEND 4.00HB STOCK AUG 21, 12 AGM -KABRA EXTRUS AUG 21, 12 AGM,DIVIDEND 1.00MELSTAR INFO AUG 21, 12 AGM -PLASTIBLENDS AUG 21, 12 AGM,DIVIDEND 3.50VINATI ORG AUG 21, 12 AGM,DIVIDEND 2.00PREMIER AUTO AUG 22, 12 AGM -WIRE & WIREL AUG 22, 12 AGM -AXIS IT & T AUG 23, 12 AGM -CERA SANITAR AUG 23, 12 DIVIDEND 3.00GNFC AUG 23, 12 AGM,DIVIDEND 3.50GOKALDAS EXP AUG 23, 12 AGM -HONDA SIEL AUG 23, 12 AGM,DIVIDEND 9.00JUBILANT FD AUG 23, 12 AGM -KSK ENERGY AUG 23, 12 AGM -RELIANCE CAP AUG 23, 12 AGM,DIVIDEND 7.50RELIANCE COM AUG 23, 12 AGM,DIVIDEND 0.25RELIANCE INFRA AUG 23, 12 AGM,DIVIDEND 7.30RELIANCE POWER AUG 23, 12 AGM -RELIGARE ENTER AUG 23, 12 AGM -

FORTHCOMING CORPORATE ACTIONS

ACC 1,326.35 -12.10 -0.90Ambuja Cem. 188.95 -2.80 -1.46Asian Paints 3,678.55 -33.40 -0.90Axis Bank 1,110.20 -3.75 -0.34B H E L 229.45 -0.80 -0.35B P C L 340.60 -3.25 -0.95Bajaj Auto 1,696.40 3.65 0.22Bank of Baroda 636.70 -5.95 -0.93Bharti Airtel 262.30 2.30 0.88Cairn India 334.50 0.35 0.10Cipla 354.95 -1.05 -0.29Coal India 349.90 -3.70 -1.05DLF 209.00 -6.85 -3.17Dr Reddy`s Labs 1,669.00 10.40 0.63GAIL (India) 360.75 -6.60 -1.80Grasim Inds 3,021.95 -3.75 -0.12H D F C 713.30 3.15 0.44HCL Technologies 557.35 -0.70 -0.13HDFC Bank 595.10 -4.95 -0.82Hero Motocorp 1,935.20 5.30 0.27Hind. Unilever 503.40 8.65 1.75Hindalco Inds. 113.70 -3.00 -2.57I D F C 140.70 -1.60 -1.12ICICI Bank 962.15 5.75 0.60ITC 262.10 3.75 1.45Infosys 2,351.05 35.60 1.54JP Associates 75.70 0.35 0.46Jindal Steel 401.45 -17.10 -4.09Kotak Mah. Bank 589.75 3.70 0.63Larsen & Toubro 1,451.85 -25.55 -1.73M & M 769.35 4.05 0.53Maruti Suzuki 1,177.55 4.95 0.42NTPC 168.05 -1.95 -1.15O N G C 282.05 -2.25 -0.79Power Grid Corpn 117.65 -2.45 -2.04Punjab Natl.Bank 727.35 -2.00 -0.27Ranbaxy Labs. 516.15 4.05 0.79Reliance Inds. 816.10 -0.05 -0.01Reliance Infra. 510.50 -17.25 -3.27S A I L 83.15 -1.45 -1.71Sesa Goa 187.10 -1.00 -0.53Siemens 658.50 0.45 0.07St Bk of India 1,897.05 2.60 0.14Sterlite Inds. 109.00 -0.75 -0.68Sun Pharma.Inds. 661.05 -1.40 -0.21TCS 1,278.60 15.05 1.19Tata Motors 240.20 4.75 2.02Tata Power Co. 97.25 -4.00 -3.95Tata Steel 394.80 -3.45 -0.87Wipro 353.50 4.10 1.17

S&P CNX NIFTY MOVERSAdv Adv as % Decl Decl as % Unch Unch as % Total

Group of Total of Total of Total

A 89 43.84 113 55.67 1 0.49 203

B 949 44.62 1093 51.39 85 4 2127

E 11 73.33 4 26.67 0 0 15

MT 1 100 0 0 0 0 1

T 294 46.96 288 46.01 44 7.03 626

Total 1344 1498 130 2972

ADVANCES/DECLINES

52-WEEK HIGHS

15

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

Dr Reddy`s Labs 29.73 0.42 1.43

HDFC Bank 35.27 0.26 0.74

ICICI Bank 34.44 -0.31 -0.89

Infosys 42.08 0.70 1.69

M T N L 1.21 0.00 0.33

Patni Computer 18.38 -0.02 -0.11

Satyam Computer 0.00 0.00 0.00

Sterlite Inds. 7.88 -0.07 -0.88

Tata Comm 8.47 0.14 1.68

ADR PRICESCompany Close ($) Chg Chg (%)

Shree Cement 3,294.45

UltraTech Cem. 1,733.10

Wockhardt 1,298.65

Divi`s Lab. 1,174.05

Solar Inds. 974.40

Tech Mahindra 847.70

Strides Arcolab 816.95

Krishna Vent. 679.65

HCL Technologies 557.90

Kotak Nifty ETF 548.00

Hind. Unilever 502.10

V-Guard Inds. 444.55

Mayur Uniquote 319.60

CESC 312.10

Supreme Inds. 278.00

Whirlpool India 262.10

Claris Lifescien 217.65

Vindhya Telelink 207.30

Sulabh Engineers 177.00

GRUH Finance 176.00

Bajaj Corp 173.60

Mastek 165.95

TPL Plastech 165.00

High Energy Bat. 144.70

Shasun Pharma. 144.30

Vadilal Inds. 144.00

Sabero Organics 140.90

Tata Global 134.70

Neuland Labs. 128.00

R S Software (I) 126.05

Den Networks 123.50

Infinite Comp 123.00

CEAT 109.70

JK Tyre & Indust 108.00

Geometric 106.50

Panchmahal Steel 103.55

Westlife Develop 101.60

Satyam Computer 98.25

Dishman Pharma. 93.40

Kwality Credit 89.10

Thinksoft Global 86.70

Lambodhara Text. 85.00

Bannari Amm Spg. 84.00

Nucleus Soft. 79.80

Technocraf.Inds. 79.75

Vikas Wsp 74.85

North Eastn.Car. 70.40

Zicom Electron. 68.15

Control Print 62.25

Ramco Inds. 59.40

Tinplate Co. 57.00

TCPL Packaging 56.35

Centron Indl 54.15

Sangam India 53.80

Vaibhav Gems 53.05

Asia Pack 51.00

Mount Shivalik 45.85

Motor & Gen Fin 41.65

Vakrangee Soft. 40.60

Euro Finmart 30.20

Centenial Surgic 27.85

Ashapura Minech. 27.00

Suprajit Engg. 26.60

Rasi Electrodes 26.00

Lak. Auto. Looms 24.85

Poona Dal & Oil 23.65

Rutron Intl. 23.15

Wire & Wireless 22.65

Jupiter Info. 22.30

Assoc. Finlease 22.20

Natraj Proteins 22.05

Insilco 19.05

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

52-WEEK LOWS

Dynamatic Tech. 620.90

Nippo Batteries 314.10

Monnet Ispat 302.95

BEML Ltd 283.30

Kemrock Inds. 184.65

Loyal Textile 159.00

Petron Engg 157.25

Tulip Star Hot. 132.00

Glodyne Techno. 107.00

JTL Infra 93.95

Veritas (India) 90.20

GEI Industrial 77.40

ABM Knowledge 61.00

Banco Products 57.10

Simplex Trading 56.25

Rel. Chemotex 55.95

Fusion Fittings 54.00

Elecon Engg.Co 46.45

Phaarmasia 44.45

Sh.Global Trad. 43.40

Chambal Brewer 41.70

Gorani Inds. 35.25

NIIT 34.60

Finalysis Credit 34.45

Kulkarni Power 34.00

Finaventure Cap. 32.70

Jainex Aamcol 29.50

Diamines & Chem. 28.70

Haryana Capfin 28.65

Adhunik Metal 28.15

Nitco 23.25

Raghava Estates 23.04

Clutch Auto 22.95

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

16

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

Novartis India IDFC SMALL AND MIDCAP EQUITY SME FUND SELL 220217 670.02 14.75

SKS Microfinance CROSSEAS CAPITAL SERVICES PRIVATE LIMITED SELL 837108 119.05 9.97

SKS Microfinance CROSSEAS CAPITAL SERVICES PRIVATE LIMITED BUY 837108 118.34 9.91

Claris Lifescien ADITYA SUSHILKUMAR HANDA SELL 595771 162.09 9.66

Claris Lifescien BARCLAYS CAPITAL MAURITIUS LIMITED BUY 401100 162.00 6.50

Mastek CROSSEAS CAPITAL SERVICES PRIVATE LIMITED SELL 363537 162.78 5.92

Mastek CROSSEAS CAPITAL SERVICES PRIVATE LIMITED BUY 363537 162.35 5.90

Shree Tulsi Onli JAROLI VINCOM PVT LTD BUY 200000 249.43 4.99

Mastek A K G SECURITIES AND CONSULTANCY LTD SELL 140633 166.64 2.34

Mastek A K G SECURITIES AND CONSULTANCY LTD BUY 140633 166.44 2.34

Atul Auto VIJAY KISHANLAL KEDIA BUY 82859 92.99 0.77

Atul Auto ANITA NIRAJBHAI CHANDRA SELL 80000 93.00 0.74

Bafna Pharma. LINDAJEET KAUR RUPRAI BUY 150000 45.50 0.68

Bafna Pharma. VISTAR FINANCIERS PVT LTD SELL 150000 45.50 0.68

Mohit Inds. INDRA SUDHIR JAIN BUY 100000 53.23 0.53

Shrey Chemicals ARSENAL FINSTOCK SERVICES PRIVATE LIMITED SELL 50000 62.50 0.31

Mohit Inds. SHREE TISAI ENTERPRISES SELL 60000 49.04 0.29

Raj Oil Mills ASSOCIATED CAPSULES PRIVATE LIMITED SELL 300000 8.59 0.26

Shrey Chemicals JITENDRABHAI DEVAJIBHAI BODAR BUY 35000 61.72 0.22

Photoquip India NITIN ARORA BUY 49116 43.77 0.21

Acclaim Indus. GUNJAN GANPATDAS VAIDYA SELL 50000 41.00 0.21

Oasis Sec. RAJESH JOSHI BUY 20000 93.50 0.19

Vybra Automet SHAKTIMAN STEEL CASTING PVT LTD. SELL 68000 21.00 0.14

Oasis Sec. RANGNATH SOMANI SELL 15000 93.50 0.14

SDFC Finance DHANJIBHAI LALJIBHAI PATEL SELL 75120 18.49 0.14

Pasupati Fincap BURGEON SECURITIES LIMITED BUY 103800 13.10 0.14

Photoquip India VINDHYA PRIYA SHANMUGHAM SELL 28300 43.61 0.12

RCL Foods MANJUBAI BUY 49500 23.15 0.11

Prabhav Ind URMIL CHANDRAGUPTA MEHTA BUY 300000 3.78 0.11

Jaihind Synth NARENDRA RAJA SELL 75446 13.94 0.11

Vaishnavi Gold PARVATHANENI VENKATA SIVA GANGADHARA RAO SELL 151171 6.43 0.10

Prabhav Ind MINI BUILDERS PVT LTD BUY 250000 3.85 0.10

KEN Fin.Serv. SHAKUNTALA ASHWIN POPAT SELL 15000 62.45 0.09

Jupiter Info. DHRUTI ILESH MERCHANT BUY 42000 21.77 0.09

Shreeyash Indus. HITESH MOHANBHAI PATEL SELL 41370 18.55 0.08

Koffee Break MANASVI CONSULTANCY PRIVATE BUY 1673013 0.41 0.07

Pasupati Fincap KIRTI ANIL MISTRY SELL 50000 13.10 0.07

Pasupati Fincap ANIL JAIKISHANDAS MISTRY SELL 50000 13.10 0.07

RCL Foods GOUTHAMCHAND PRAMOD KUMAR SELL 28000 23.15 0.06

Simran Farms RAJESH JOSEPH BUY 19716 27.57 0.05

Koffee Break SIDDHARTH MANOJ JAIN SELL 1300000 0.41 0.05

Gee El Woollens SORUS POWER PRIVATE LIMITED BUY 30000 17.75 0.05

Jaihind Synth VINOD RAM BUY 35900 13.93 0.05

Jupiter Info. SHAH SAMIR BACCHUBHAI SELL 18000 22.00 0.04

Jupiter Info. LATA MAHADEV DESAI BUY 18000 21.75 0.04

Jaihind Synth VORA NIRA KETANBHAI BUY 25000 13.96 0.03

Koffee Break LOHA COMMODITIES TRADING LIMITED SELL 800000 0.41 0.03

Mahavir Impex PRATIK MINERALS PRIVATE LIMITED SELL 66389 1.51 0.01

Mahavir Impex MUKESH SHARMA BUY 47000 1.50 0.01

BULK DEALS

17

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

Jain Irrigation COLUMBIA ACORN INTERNATIONAL SELL 2178207 81.36 17.72

SKS Microfinance CROSSEAS CAPITAL SERVICES PVT. LTD. BUY 837949 119.08 9.98

SKS Microfinance CROSSEAS CAPITAL SERVICES PVT. LTD. SELL 837949 118.48 9.93

KF Airlines TRANSGLOBAL SECURITIES LTD. SELL 9638732 9.88 9.52

KF Airlines TRANSGLOBAL SECURITIES LTD. BUY 9633732 9.85 9.49

SKS Microfinance GENUINE STOCK BROKERS PVT LTD SELL 644349 120.93 7.79

SKS Microfinance GENUINE STOCK BROKERS PVT LTD BUY 644349 120.88 7.79

Dalmia Bharat BORON INDIA LIMITED SELL 3576470 18.51 6.62

Mastek CROSSEAS CAPITAL SERVICES PVT. LTD. SELL 365149 162.46 5.93

Mastek CROSSEAS CAPITAL SERVICES PVT. LTD. BUY 364317 162.77 5.93

Dalmia Bharat ARTISTIC FINANCE PRIVATE LIMITED BUY 3069472 18.52 5.68

KF Airlines ALIVE CONSULTANTS ALIVE SELL 5557052 9.84 5.47

KF Airlines ALIVE CONSULTANTS ALIVE BUY 5557052 9.83 5.46

India Nipp.Elec. VISARIA SECURITIES PRIVATE LIMITED BUY 188000 170.00 3.20

India Nipp.Elec. ICICI PRUDENTIAL MUTUAL FUND SELL 187954 170.00 3.20

Dalmia Bharat ARTISTIC FINANCE PRIVATE LIMITED SELL 1192472 19.25 2.30

AUGUST 18BLS Infotech: ...................... Audited Financial Resultsof the Company for the year ended March 31, 2012Chhattisgarh: ...................... Audited ResultsComputer Pt: ...................... Audited Financial Resultsof the Company for the year ended March 31, 2012Dhanus Tech: ...................... Informed BSE that ameeting of the Board of Directors of the Company willbe held on August 18, 2012.FIEM Inds: .......................... Annual Accounts for thefinancial year 2011-12J J Finance:.......................... Audited ResultsMatra Realty: ...................... Quarterly Results &Audited ResultsMysore Paper: .................... Quarterly ResultsSMS Pharma: ...................... Consider the sale andtransfer of Unit-VI situated at J.N. Pharma CityValuemart I: ........................ Audited Results

AUGUST 20Brand Realty: ...................... Audited ResultsHanung Toys: ...................... Audited ResultsHillock Agro: ...................... Approved the demerger ofthe Food/Agro division of the Companychant Bankerfor obtaining Fairness Opinion Report.Kakatiya Cem: .................... Dividend & AuditedResultsWeizmann Ind:.................... Dividend & AuditedResults

AUGUST 21Assoc Alcoh:........................ Audited ResultsGravita I: ............................ Audited ResultsKarur KCP: .......................... Take on record theAudited Financial Results of the CompanyKrishna Ferr:........................ Board of Directors of the

Company will be held on August 14, 2012NDA Sec: ............................ Audited Results

AUGUST 22Acknit Ind: .......................... Audited ResultsClutch Auto: ........................ Audited ResultsGolden Goenka F:................ Allotment of equity shareof Rs. 5/- each at a price of Rs. 20/- eachKesoram Ind: ...................... Board of Directors of theCompany will be held on August 17, 2012 to consideran issue of Equity Shares on rights basisMidfield Ind: ...................... Board of Directors of theCompany will be held on August 22, 2012MMTC: ................................ Dividend & AuditedResultsRolta: .................................. Approve Audited Accountsof the Company for the financial year ended June 30,2012Tera Software: .................... Audited ResultsZodiac Jrd: .......................... Audited Accounts for theyear ended March 31, 2012

AUGUST 23A2Z Mntnance:.................... Audited ResultsGillette I: ............................ Approve the AuditedFinancial Results for the Year ended June 30, 2012HCL Info: ............................ Approve the AuditedFinancial Results of the Company for the year ended onJune 30, 2012Ind Bank Hsg: .................... Quarterly ResultsIndia Lease: ........................ Audited ResultsMotor & Gen: ...................... Approve the AuditedAccounts for the year ended March 31, 2012Proct & Gamb: .................... Audited ResultsShree Cement: .................... Approve the AuditedAnnual Accounts for the Fifteen Months period ended

June 30, 2012B2 ......................................Sri Nacham: AuditedResults

AUGUST 24Assam Co: .......................... Audited Results AuditedResult for the year ended December 2011Availble Fin: ........................ Approve the AnnualAccounts for the year ended March 31, 2012Chaman Lal:........................ Meeting of the Board ofDirectors of the Company will be held on August 24,2012 to recommend the dividendH S India: ............................ Audited ResultsKalpena Inds: ...................... Audited Financial Resultsfor the year ended March 31, 2012

AUGUST 25Infronics Sy: ........................ Quarterly ResultsPanoram Univ: .................... Approve the AuditedFinancial results of the Company for the financial yearended March 31, 2012 and to recommend dividendPrime Inds:.......................... Audited ResultsTirupati Ind: ........................ Audited Results

AUGUST 27Gyscoal Alys: ...................... Approved the following :For the agenda of approval of Audited Financial Resultsfor the year ending March 31, 2012

AUGUST 28Prakash Constro: ................ Hold next Board Meetingon August 28, 2012, for considering, adopting andapproving the audited standalone and consolidatedfinancial results

FORTHCOMING BOARD MEETINGS

STOCK REPORT

18

BS TOP 500

SUGAREID Parry Jun 12 2679.77 7.09 71.85 44.25 10.10 10.89Renuka Sugar Jun 12 1483.90 22.92 13.30 -71.82 11.57 -Bajaj Hind Jun 12 1343.09 26.50 -76.51 - 8.98 -Balram Chini Jun 12 691.96 22.05 -18.05 - 9.08 193.59Total 6198.72 16.12 -9.41 - 10.09 93.14

TEA/COFFEETata Global Jun 12 1725.10 17.66 77.69 -51.72 10.04 30.27Tata Coffee Jun 12 413.73 22.58 28.18 112.68 15.97 19.04Mcleod Russl Jun 12 145.68 -1.44 19.31 -48.27 24.35 17.57Jay Shree Tea Jun 12 138.56 51.93 4.86 -73.18 15.11 235.26Total 2423.07 18.62 130.04 -43.37 12.20 24.28

TELECOM EQUIPMENTTulip Tele Jun 12 716.50 9.58 116.37 50.70 35.39 4.41GTL Jun 12 615.98 -24.86 -203.95 - - -OnMobile Glb Jun 12 185.21 35.77 9.52 -25.51 22.57 6.17HFCL Jun 12 127.45 162.95 17.65 - 22.46 43.22Kavveri Tele Jun 12 85.69 6.35 11.49 37.28 27.06 10.43Total 1730.83 -0.48 -48.92 - 18.35 -

TELECOMMUNICATIONBharti Airtel Jun 12 19361.90 13.98 762.20 -37.28 30.10 25.93Idea Cellular Jun 12 5503.69 21.82 234.14 32.09 26.08 31.87Reliance Com Jun 12 5264.00 3.26 162.00 3.18 30.79 12.46Tata Comm Jun 12 4107.39 26.11 -142.86 - 15.71 -MTNL Jun 12 833.01 2.44 -1059.29 - - -Tata Tele(M) Jun 12 659.48 11.78 -162.66 - 20.25 -Total 35729.47 14.29 -206.47 - 25.8719230.23

TEXTILESAlok Inds Jun 12 2422.75 47.89 30.07 -49.00 24.20 3.65S Kumars N Jun 12 1619.22 10.93 64.53 -26.62 19.21 1.82JBF Ind Jun 12 1208.34 31.34 3.96 -60.36 9.35 23.26Arvind Jun 12 852.07 3.97 45.46 -31.46 17.05 4.51SRF Ltd Jun 12 812.22 -3.17 22.02 -73.41 11.84 3.77Welspun I Jun 12 745.93 37.65 38.53 45.84 17.61 3.80SEL Mfg Jun 12 603.34 19.00 16.99 72.66 19.74 2.60Raymond Jun 12 367.20 5.33 -54.67 - - 192.26Page Inds Jun 12 218.12 23.64 32.76 18.31 24.56 37.40Mandhana Ind Jun 12 212.48 3.48 10.48 -32.39 19.18 10.85DCM Jun 12 96.16 1.91 8.41 - 18.96 10.17Lovable Lngr Jun 12 52.76 15.42 7.52 7.43 20.30 26.31Tuni Textile Jun 12 3.97 -35.97 -0.10 - 10.83263877.22Total 9214.56 21.22 225.96 -37.96 17.49 8.61

TRADINGAdani Enter Jun 12 11035.60 14.87 402.88 -29.30 17.37 12.58MMTC Jun 12 5323.24 -73.94 12.06 86.40 1.54 2758.00STC India Jun 12 4404.93 -52.93 2.75 -15.38 1.15 103.45PTC India Jun 12 1987.41 -20.10 25.24 -44.20 1.82 17.59United Brw Jun 12 119.25 15.32 1.32 -29.79 37.19 87.66Swan Eng Jun 12 49.72 294.60 2.66 19.28 13.35 27.20Total 22920.15 -45.42 446.91 -28.93 9.32 57.05

TRANSMISSION LINE TOWERKEC Intl Jun 12 1364.12 32.16 33.16 0.27 7.77 7.32Kalptar Pow Jun 12 699.43 19.41 27.35 -18.55 11.95 7.09Sujana Tow Jun 12 530.42 29.02 0.91 -94.48 6.80 5.98

Total 2593.97 27.85 61.42 -26.13 8.70 7.09

TYRESMRF Jun 12 3008.27 16.91 144.56 352.46 10.86 5.73Apollo Tyres Jun 12 2152.37 9.77 75.28 69.44 10.52 21.16JK Tyre Ind Jun 12 1443.26 2.45 24.712473.96 7.54 11.84CEAT Jun 12 1189.14 10.45 25.75 - 9.28 5.09Balkrishna I Jun 12 831.30 45.08 73.09 30.24 18.96 9.62Total 8624.34 13.59 343.39 275.04 10.78 8.96

MISCELLANEOUSTitan Ind Jun 12 2205.81 9.17 156.09 8.77 10.75 31.91Fortis Health Jun 12 1409.29 186.41 -60.42 - 14.49 -Uflex Jun 12 1375.96 24.06 56.32 -41.39 13.72 3.43Cummins (I) Jun 12 1258.75 21.80 180.55 1.91 21.53 22.09Bharat Forge Jun 12 936.39 9.18 105.21 8.00 28.09 18.83Max India Jun 12 899.69 375.45 536.54 - 78.03 9.33Ramky Infra Jun 12 881.97 13.12 50.98 13.69 17.09 2.32Sterlite Tch Jun 12 866.11 58.24 18.33 250.48 8.51 21.48Apollo Hosp Jun 12 777.39 21.28 69.74 36.02 17.30 34.28Blue Star Jun 12 731.42 3.89 20.54 109.81 5.54 -ABG Shipyard Jun 12 640.64 22.00 41.31 3.12 26.90 9.96Jindal Poly Jun 12 610.91 -4.29 6.55 -88.37 7.69 9.40Pipavav Defence Jun 12 572.42 69.19 2.02 -74.46 22.80 327.21Bata India Jun 12 506.51 17.16 52.65 28.45 17.74 35.29Atul Jun 12 501.98 22.25 37.48 102.16 15.21 7.59Kaveri Seed Jun 12 479.50 99.11 101.12 113.97 22.00 9.94Greaves Cott Jun 12 411.58 2.25 31.55 -9.73 12.78 8.72Indian Hotel Jun 12 396.47 7.29 4.03 -81.09 16.92 38.31Hanung Toys Jun 12 376.55 32.80 26.82 -2.83 20.84 2.58Hitachi Home Jun 12 376.06 14.83 13.61 3.73 6.90 68.24DCW Jun 12 358.77 36.45 23.52 322.26 15.02 7.60Kajaria Cer Jun 12 353.18 30.73 22.19 31.85 15.26 15.44Hyderabd Ind Jun 12 332.53 33.51 32.53 30.96 16.83 4.99HSIL Jun 12 324.00 5.63 18.25 -36.01 17.91 8.34Venkys India Jun 12 314.78 36.11 20.13 94.31 11.98 9.93VIP Ind Jun 12 302.60 7.46 23.50 -38.80 14.47 21.34Solar Ind Jun 12 288.71 18.80 31.01 23.94 19.05 16.30Advanta Jun 12 265.87 9.16 14.27 -17.56 19.64 32.30AP Paper Jun 12 189.75 -4.80 -15.81 - 2.56 -Tata Sponge Jun 12 189.02 29.74 29.71 31.93 25.44 6.18SRS Real Inf Jun 12 146.83 -13.16 1.18 -54.44 3.07 96.96Hath Cable Jun 12 136.26 11.22 -15.87 - 15.51 -Info Edge Jun 12 105.98 22.29 31.78 24.09 44.80 30.40Nitin Fire Jun 12 100.12 241.36 8.08 141.92 14.58 85.02Nippo Batt Jun 12 77.55 -2.59 0.55 -73.04 2.32 17.34Liberty Shoe Jun 12 75.55 4.76 2.15 82.20 9.24 19.79Thinksoft Gl Jun 12 41.21 46.34 7.44 308.79 28.08 5.05Rushil Decor Jun 12 39.50 16.28 1.54 22.22 14.94 49.90Saint-Gaobin Jun 12 24.71 5.10 0.19 -89.08 10.28 62.09The Byke Hosp Jun 12 18.55 122.16 0.82 46.43 13.21 120.75OMDC Jun 12 3.53 - 2.81 -13.80 240.51 1002.93Total 19900.87 28.98 1688.18 43.23 18.56 22.39

(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 percent 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