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COVER STORY   smartinvestor.in

2

 ASHLEY COUTINHO

Interest rate sensitive stocks have

been on a roll of late. Banking, auto

and realty stocks rallied on

Thursdayby upto18%after theReserve

Bank of India Governor Raghuram

Rajan cut the repo rate by 25 basis

points to 7.75%.

Interest rates are expected to come

down further in the coming month, so

investors may be keen to lap up these

stocks, expecting a further rallyinthese

stocks. But is it prudent for them to

invest? The cut in interest rates is

expected to revive consumption and

spur credit growth. Moreover, analysts

expect another 50-75 basis points rate

cut in the coming months.

Lower inflation, coupled with the

fact that the country's fiscal deficit sit-

uation is markedly under control,makes a case for investing in these

stocks. With global crude oil prices

expected to stay below $60 a bbl in the

comingmonths, India'sinflation is like-

ly to remain at subdued levels as well.

The government is also likely to meet

this year's fiscaldeficit targetof 4.1% of 

gross domestic product. Both these fac-

tors are likely to give the central bank

enough room to effect rate cuts in the

coming months.The bond yields are also expected

totrend lower from thecurrent levelsof 

7.8% levels. If that were to happen, it

would furtherboostcorporate earnings,

especiallybenefitingsectors

such as banking whichlend

to Corporate India.

However,market partic-

ipants believe that some of 

these stocks may have run

up too much and investors

should not get carried away

the current rally.

“One should look at the market as a

whole ratherthan differentiatingit into

two segments of interest rate sensitive

and non-interestratesensitivesectors.

Bepickyandbuyonlyifyouarecon-

fident about the company,” advises

Arun Kejriwal, founder, Kejriwal

Research & Investment Services.

Isthisagoodtimetoinvestin

interestrate-sensitivestocks?on'tget carriedawaybytherally;

instead,analyse the fundamentalsof 

eachsectorbeforeinvestingD

Read more...

The cut ininterest rates is

expected torevive

consumptionand spur credit

growth

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SHEETAL AGARWAL

Weak volume growth, muted

margin gains and higher

employee costs pulled

down Hindustan Unilever (HUL)'s

results for the December 2014 quarter.

HUL's reported net profit number can

be misleading given that it was fuelled

by non-operational, one-time excep-

tional gains on sale of property. This

gain ofRs 397 crore (up 17 times year-

on-year) led to reported net profit of 

Rs 1,252 crore (up 17.9 per cent year-

on-year). This metric was a robust 16.7

p er cent ahead o f consensus

Bloomberg expectations of Rs 1,073

crore. However, the real indicator of 

HUL's performance in this quarter is

the profit after tax without consider-

ing this exceptional gains which stood

at Rs 955 crore, flat on a year-on-year

basis. This is not surprising given that

the company posted subdued volume

growth of mere 3 per cent versus

expectations of 5-6 per cent volume

growth. Consequently, HUL's net sales

grew just 7.7 per cent to Rs 7,579 crore

in the quarter and missed

consensus Bloomberg

expectations by about 4

per cent.

HULhascutpricesinits

soaps and detergent prod-

ucts in the quarter and

cleared old high priced

inventoryreplacing it with

lower-priced products in

the course of the quarter.

Adjusting for this move,

believe analysts, volume growth could

have been higher at about 4 per cent

levels. Continued pressure on discre-

tionary spends and weak show of the

oral care segment were other pressure

points on volumes. Discontinuation of 

tax/fiscal benefits too impacted topline

by 120 basis points. Management

believes volume growth will recover

albeit graduallyover thenext twoquar-

ters. Even as rural growth witnessed

someimprovementinthequarter, man-agement is watching it closely to ascer-

tain sustainability of this trend. HUL

also plans to take steps to revive Close

Up and Pepsodent sales in 2015.

Interestingly, the benefits of lower

input costs due to weak crude oil were

barely visible in this quarter. HUL's

input costs (as a per cent of net sales)

reduced64 basis pointsto 37.7percent.

Even as total expenses came down 15

basispointsto86percentofnetsales,anincrease of 89 basis points in employee

costs (due to one-offs) to 5.8 per cent

restrictedEBITDA margin expansion to

14basis points.This metricstood at 17.6

per cent in the quarter. Recently many

reputed brokerages had upgraded the

stock anticipating higher margin gains

from weak crude oil prices.

Management though plans to pass on

large part of margin gains to the end

users. HUL will look at protecting mar-ket share in the soaps and detergents

segment by cutting prices and keeping

segment margins competitive. Given

that lower input prices increases com-

petitive intensity from both organised

and unorganised players,

this strategy appears

appropriate. Suruchi Jain,

Equity Research Analyst

at Morningstar India

believes companywillpass

on input costs benefits to

theend users.She believes

at current valuations, the

stock is over-valued.

HUL's stock is highly

correlatedwith itsvolume

growthand fell 5 per centonMondayto

close atRs892.8.Given thestock's recent

run-upand management'splanstokeep

margins competitive, the stock could

witness sometimecorrectiongoing for-

ward.

EARNINGS PREVIEW  smartinvestor.in

3

HULtopassonlarge

partofmargingainshestreetneeds to tonedownitsmargin

gains forHULonweakcrudeas it

undertakesprice cutsandcontinues to

invest inadvertisingandpromotiopromotions

T

Continuedpressure on

discretionary spends and

weak show of the oral caresegment wereother pressure

points

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TULEMINO ANTAO

The Sensex gained for the third

straight day to end at its high-

est closing in six weeks led by

Wipro on robust earningswhile banks

extended gains on hopes that lower

interest rates would help revive loan

growth.

The 30-share Sensex ended up 140

pointsat 28,262andthe 50-share Nifty

ended up 37 points at 8,551.

The Indian rupee shed some of itsearly gains but was still trading higher

at 61.76 to the US dollar compared to

the previous close of 61.86 tracking

gains in equities.

Further, foreign institutional

investors were net buyers in Indian

equitiesworth Rs 1,100 crore on Friday,

as per provisional stock exchange data.

Asian markets ended mixed with

Chinese stocks witnessing a sell-off led

by brokerages' shares after the China's

securities regulator last week imposed

a ban on three brokerages from open-

ing new margin trading accounts for

clientsforthree months.TheShanghai

Composite slumped 260 points or 8%

recording its highest single-day losssince June 2008 while Hang Seng

slipped 1.5%. However, stocks in Japan

ended firm andthe benchmark Nikkei

gained 0.9% while Straits Times ended

0.2% higher.

Except for FMCG and IT all other

sectoral indices ended positive led by

Consumer Durables index up 3.3% fol-

lowed by Oil and Gas, Capital Goods,

Bankex, Auto and Healthcare indices

among others.

Wipro ended up 5% leading the

gains on the Sensex after the IT major

reported higher dollar revenue growth

compared to its peers. Wipromanaged

to inch closer to the upper end of its

earlier forecast in constant currency

terms, posting 3.7% growth at $1,836.2

million.

Oil and gas shares rebounded with

Reliance Industries gaining over 1%.

The company reported 4.5% drop initsconsolidatednet profitfor thequar-

ter ended December 2014. Further,

reports suggestit will commission allof 

its 1400 fuel retail outlets in a year's

time andplans to replicatethe success

of 2006 in the fuel retail segment.

State-owned GAIL ended up 3.5%

on expectations that thecompany was

would be left out of the subsidy mech-

anism and would not have to share the

subsidy burdenin thethird andfourthquarters of the current fiscal while

ONGC ended 0.4% higher.

Shares of private banks were among

the top gainers on hopes that demand

for credit would pick up pace post the

rate cut by the RBI. HDFC Bank ended

up 0.4%, ICICI Bank gained nearly 2%

while Axis Bank gained 2.7% after it

reported an 18% rise innet profit in the

October-December quarter, on the

back of higher other income and net

interest income.

Capital goods shares alsofirmed up

on hopes of order inflows from power

generators. L&T and BHEL ended up

over 1.4-2.6% each. In the pharma seg-

ment, Sun Pharma, Cipla and Dr

Reddy's Labs gained 1-1.5% each.

Hindustan Unilever which was the

top Sensex gainer last week rising 9%

ended down 5.3% .

MARKETS  smartinvestor.in

4

Sensexendsatsix-weekclosinghigh;Wipro,banksgainhe30-shareSensexended up140 points

at28,262 and the 50-share Nifty was up

37 pointsat 8,551T

SENSEX

28,262.01 (0.50%)

NIFTY

8,550.70 (0.43%)

MARKETS TODAY (BSE)

BSE 100: 8,648.62 0.33%

BSE 500: 11,067.17 0.49%

Small-Cap: 11,399.86 0.45%

Mid-Cap: 10,681.02 0.45%  

Company VAL* Last* % chg Company VOL* Last* % chg

Suzlon Energy 1251 17.5 8.7

Unitech 724 16.9 -0.6

JP Associates 300 26.8 0.0

Sintex Inds. 191 105.2 7.6

REI Agro 140 1.4 3.8

Hind. Unilever 688 892.6 -5.2

Wipro 354 584.2 5.3

ICICI Bank 337 360.8 2.0

Axis Bank 323 529.0 2.7

St Bk of India 312 313.2 -0.7

MOST ACTIVE STOCKS

INDICES LAST % CHGTOP GAINERS

CONSUMER DURABLES 10257.49 3.35

HEALTHCARE 15067.8 1.17

CAPITAL GOODS 16388.96 1.17

POWER 2155.42 1.08

AUTO 19515.84 0.98

BANKEX 22223.44 0.92

SECTOR WATCH

Read more...

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MARKETS  smartinvestor.in

5

GOLD

Rs 27,717/$1,276.5CRUDE OIL

Rs 3,028/ $48.48CURRENCY 

Rs 61.71/$OTHER

MARKETS

 AT 1700 IST

SI REPORTER & AGENCY 

Japan's Nikkei share averagecrawled back from a 2-1/2-month

low on Monday morning as U.S.

stocks rebounded after strong eco-

nomic data buoyed sentiment, while

the weaker yen helped exporters rise.

Bucking the strength, Sharp Corp

dived 9.1% to 229 yen, the lowest since

December 2012, after the Nikkei busi-

nessdaily reported thatthecompany is

set to slide backinto the red this finan-

cial year.The Nikkei rose 0.9% to 17,014. On

Friday, it slid to 16,592.57 during trade,

the lowest level since Oct. 31, when the

Bank Of Japan unexpectedly eased

monetary policy.

U.S. shares snapped a five-day los-

ing streak on Friday after U.S. con-

sumer sentiment hit its highest in 11

years in January, andDecember facto-

ry output rose.

But trading was thin, with only

2.040 billion shares changing hands,

the lowest since Dec. 30 as there were

fewer participants with the U.S. mar-

kets shut on Monday for a holiday.

The dollar was at 117.06 yen after

fallingto a one-month low of115.85yen

on Friday. Honda Motor Co added

0.9%,Sony Corp rose2% andAdvantest

Corp gained 1.5%.

The big storyof theday was howev-

er the sharp decline in Chinese mar-

kets. China stocks suffered their biggest

one-day percentage drop in more than

six and a half years, dragged down by

record tumbles in financial stocks as

authorities battled excessive market

speculation.

Regulators cracked down on mar-

gin trading,which hasbeen blamed for

fuelling a wave of speculation over the

past three months. Bank stocks were

hit after the banking regulator issued

draft rules to tighten supervision of 

entrusted loans, a kind of shadow

banking.

The banks sub-index plummeted

10% and the financial sub-index sank

9.6%. The Shanghai Composite Index

lost 8.3%, to 3,116 points.

Among the most active stocks in

Shanghai were Bank of China, down

10% to 4.48 yuan; Agriculture Bank of 

China, down 9.9% to 3.55 yuan and

ICBC, down 9.9% to 4.64 yuan.

Asianmarktesclosemixed;ShanghaiCompositedips 8%

hinese markets sufferedtheir biggest

one-day percentage dropin more than

six and a half yearsC

Shares of Clariant Chemicals (India)

slipped 16% to Rs 962 on the BSE

after the stock turned ex-dividend

today. The board of directors of 

specialty chemicals maker at its

meeting held on January 12, 2015,

had declared interim dividend of Rs

140 per share to the shareholders of 

the company for financial year 2015.

The board has approved January 20,2015 as record date for the purpose of 

payment of interim dividend and

such dividend will be paid on or after

January 21, 2015, Clariant Chemicals

said in a statement. The stock

openedat Rs986 and hit a low ofRs

958 on BSE. 26,860 shares changed

hands on the counter till on the BSE.

ClariantChemicals turnsex-dividend today; stockslips 16%

Shares of Symphony surged 12% to

Rs2,250 onthe BSE onthe backof 

robust second quarter earnings

because of higher volume growth

and realisations on air coolers.

Net profit during the second

quarter ended December 31, 2014

increased 45% to Rs 36 crore from Rs

25 crore in the same quarter last

fiscal. Air cooler sales grew 27% to

238,668 units while average

realisation stood at Rs 6,277 per unit

compared with Rs 6,067 in the second

quarter ended December 31, 2013, the

company said in a release.

Net sales during the second

quarter increased 31% to Rs 151.41

crore compared to Rs 115 crore inthe

corresponding quarter last fiscal.

The stock opened at Rs 2,180 and

touched a high of Rs 2,2250.

SymphonysurgesonrobustQ2earnings

EUROPE LAST CHG (%)FTSE 100 6,567.42 0.26

DAX 10,213.95 0.45

CAC 40 4,382.94 0.08

 ASIA LAST CHG (%)

Hang Seng 23,738.49 -1.54

Nikkei 225 17,014.29 0.88

Taiwan 9,174.06 0.39

Straits 3,307.70 0.21

Shanghai 3,116.44 -8.34

Kospi 1,902.62 0.76

GLOBAL MARKETS

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EXPERT SPEAK   smartinvestor.in

6

Do you think commodity

exchanges areout of shadow of theNSELcrisis?

Yes,very much. We hadring-fenced

MCX soonafter the fraud to keepit out

of shadow of the crisis in an exchange

which was promoted by the founder

company of the MCX. However, there

was an issue of confidence in the

exchange industry as the NSEL crisis

followed the imposition of commodi-

ties transaction tax. Hence, volumes

had been affected due to expanding

jobbing spreads. Now, volumes have

grown and I can say that the impact of 

NSELcrisisisnolonger there and only

impact of CTT has remained. Part of 

the fall involumes isalso explained by

thelowercommodities pricesaswell as

reduced price volatility itself in gener-

al.

Even at MCXaverage daily volumes

havereached to Rs.25-26,000 crore. In

the past week, in one day, its total vol-

ume was at a 16-month high. In other

words, due to several initiatives taken

by the Forward Markets Commission,

market participants’ confidence has

revived.

Which FMC initiatives have been

provedas mostinfluential?

I canname a few, though initiatives

have been many. We have permitted

evening trade in many agri commodi-

ties,especially thosewhich have inter-

national dimensions. To improve

hedging, margins have been relaxed

for those who make early pay-ins and

position limits and circuit limits have

been liberalised to allow for large

hedgers to hedge their commoditiesrisk. These will also increase market

depth.Several measureshavealso been

taken to improve ease of doing busi-

ness for members as well as clients

whichinclude freedom to exchangesto

modify most contract specifications.

These measures are resulting in many

largeparticipants increasingtheirpres-

ence and hedging their positions and

now we are also considering allowing

foreignhedgers onnationalexchangesto hedge their risks. Corporate gover-

nance norms introduced by the com-

missionhas made exchanges freefrom

interferences.

The most important of these mea-

sures is introduction of delivery based

forward trading which will prove to be

a game changer forcommodities mar-

ket. Forward tradingis somethingreg-

ularly done on spot markets but since

deliveries are at future dates, it per-fectly falls under FMC.

Butexceptoneexchange, others are

yettocatchuptheideaoflaunching

forward trading?

Apart from one which had already

launched such trades, Ahmedabad-

based National Multi Commodities

Exchange (NMCE)hasalso proposedto

launch forward trading and they are

likely to get approval soon.

In castor and coriander there were

several complaints of excess specu-

lation and now in jeera (cumin).

How areyou addressing that?

We took drastic measures to address

the complaints in castor and corian-

derfutures. We advanced thestaggered

deliveryto three weeksand revised the

pre delivery margins.

RAMESH ABHISHEK,  Forward Markets Commission (FMC) chief 

Ramesh Abhishekhas almost spent three years at

commodity market regulator the FMC and is

currently on an extension as chairman. A Harvard

alumni and an IAS from the Bihar cadre, he has

taken several measures to revive confidence in

commodities futures. In an exclusive interview,

tells Rajesh Bhayani that delivery-based forward

trading permitted in commodities is a game-

changing measure. Edited excerpts:

Read more...

Commodities marketout of NSEL shadow'

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RAM PRASAD SAHU

The scrip of Mumbai-based

Realty major Oberoi Realty

spurted over 3 per cent in trade

on Monday on better than expected

December quarter results as well as

strong launch pipeline going ahead.

Revenues in the quarter were high-

er by 27 per cent year on year to Rs 217

crore as against estimates which

pegged the growth rate in the range of 

12 per cent to 17 per cent.

Higher bookings in Goregaon pro-

ject, Exquisite as well as low base

helped boost the topline. Coupled with

better show in its hospitality unit Hotel

Westin, profit after tax came in higher

at Rs 79 crore. Analysts had pegged the

same at Rs 65-75 crore range.

Higher sales reflected in operating

profit which spurted 41 per cent to Rs

126 crore. Contribution from high mar-

gin Esquire project helped enhance-

profit margins which moved up 565

basis points to 58.3 per cent.

Going ahead, sales are expected to

pick up given recent launches and the

pipeline in CY15. The company

launched its Exotica project in Mulund,

Mumbai, this month with a total

saleable area of 3.3 million square feet.The project which comprises two

developments (Eternia and Enigma) is

expected to get a good response given

the pricing discount in the Eternia pro-

ject as compared to projects in that

area. Analysts peg the total sales value

of the project to be in the Rs 4,400 crore

to Rs 5,000 crore range and add about

Rs 34 to the net asset value per share.

The company had pre-launched the

Prisma project in December 2014 andhas lined up the Oasis res-

idential project in Worli as

well as the Borivali project

(Tata Steel land) in the cur-

rent year. Fresh leasing of 

Commerz II – Phase 1

should also improve rev-

enues. The launch of the

large scale project (Prisma)

comes after a gap of nearly

three years and offers

much awaited revival in

monetisation cycle, according to ana-

lysts at Motilal Oswal Securities.

While the economic sentiment is

turning positive, how the company

prices the assets in the launch pipeline

would be crucial for higher volumes. At

the current price the stock is trading at

11.5 times its FY16 estimates. Most ana-

lysts peg the target price in the Rs 310-

328 range which translates to an upside

of 12-18 per cent from these levels.

COMPANY FEATURE  smartinvestor.in

7

Oberoi Realty retains good quarter,

strong launch momentumecent launches and upcoming

projects should improve cashflow for

the company going ahead

R

 Although theeconomic

sentiment isturning positive,the manner inwhich it prices

the assets in thelaunch pipeline

is crucial

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SECTOR WATCH   smartinvestor.in

8

SWARAJ BAGGONKAR

While many car buyers

advanced their purchases to

avoid the steep mark up in

prices that averaged around Rs 20,000

per vehicle, market watchers believe

that there are enough factors to off-set

the price rise.

With RBI cutting repo rate by 25

basis points, banks areexpected to pass

on that benefit to customers in a few

days. As more than 70% of buyers

choose finance for buying vehicles, a

cut in lending rates would improve

market sentiments, say analysts.

“So far January has been quiet.

Activities willonly increase once inter-

est rates are eased by banks", said a

Mumbai-based Hyundai Motor India

dealer.

Secondly with

petrol price hitting a

near four year low,

dipping below Rs 60

a litre it is directly

benefitting six out of 

every ten buyers,

more so in the fuel-

efficient small car

segment. Price of diesel too fell below

Rs 50a litre, the lowest since April 2013.

These aspects will give market senti-

ments a further boost.

"Ultimately you have to look at the

total affordability factor for the cus-

tomer. While the car prices have gone

up, if interest rates come down, if petrol

prices come down it will offset the

increase in price," Maruti Suzuki

Chairman R C Bhargava told PTI.

Despite the hike, car makers have

not withdrawn their discount offers.

Almost every car, except those

launched recently, carry discounts

ranging from 5-15 percentof the cost of 

thecar.These include consumerbene-

fits like waiver of insurance or regis-tration costs, free maintenance con-

tracts or free car accessories.

Further new car and bike launches

will hit showrooms inthe nextfew days

whichdealers say will further shore up

sentiments driving consumertraffic to

showroom.

Tata Motors will launch the Bolt

hatchback while Mercedes-Benz will

introducetheCLA compact sedan this

week. Japanese car brand Nissanlaunch the Datsun Go+ last week. In

the coming days Maruti Suzuki will

launch a new hatchback

while Hyundai is expect-

ed to launch a refreshed

Verna.

Rakesh Srivastava, Sr

VicePresident (sales and

marketing) Hyundai

Motor India said, “In the

last one year we

launchedfour new prod-

ucts that helped us in

gaining customers. We should be able

to post double digit growth this year

on the basis of new products and

expandedreach. New SUV, a SUV look-

ing car and a MPV this year.

Post the hike in excise duty many

dealers were seen offering vehicles

manufactured in 2014 at older prices.

However those offers lasted only till

inventory lasted at stockyards.

Fourreasonswhyautosales

willstayafloatanksareexpected topassonRBI's rate

cutbenefit to customersina fewdaysB

Car buyers rushedto showrooms lastmonth to commitlast minute buys

before excise duty was set to be raisedfrom the beginning

of this month.

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smartinvestor.in

9

COMPANY INTERVIEW

Do you see things changing for thebetter thisyear?

It's a bit premature to comment

about a turnaround given the com-

plexity of issues. Butthereis an under-

current of sincerity and urgency from

the new government to signal and

demonstrate change through concrete

action. Necessary steps in the nature

of regulatory modifications have been

initiated.In addition, thegovernmentis

following a collaborative and unifiedapproach of consulting industry play-

ers, experts and other stakeholders for

ideas to ensure holistic decision making

and development.

Will FY16 be better for your

company?

It will be better but not substantial-

ly. It will be adequate from a direction-

al point ofview, new investments and a

corporate perspective. Thus, from a

5.3%kindof GDP growth, itisnot going

to go to 8% in a short time frame. The

government is working towards bring-

ingsustainablelongterm development.

We will see some change in 2016.

Fortunately for us, L&T Financial

Services businessis a diversifiedentity

not concentrated in niche areas. We

have a balanced portfolio of consumer

financing, equipment financing, cor-

porate financing and infrastructure

financing. This portfolio mix enables

us to manage economic cycles moreefficiently. We believe that we have

demonstrated well even during the

downturn. Going forward if the econo-

my improves; it is only going to be bet-

ter for us. In the last couple of years,

wehave consciously reducedourexpo-

sure in certain areas like construction

equipment and commercial vehicles.

Now if thesespecificsectors look up, we

may venture again.

Are you seeing any uptick in con-

struction equipment and commer-

cial vehicles?

The last few months have seen

some uptick. December has been an

exceptionally good month for com-

mercial vehicles. However, we cannot

comment if that is a trend. We have

grown in areas like two-wheelers and

cars, done well in housing and renew-

able energyfor infrastructure finance.

Thus, having built capabilities across

sectors, it is possible for us to make a

choice and re-calibrateourselves from

time to time. This should enable us

to grow in a sustainable manner over

a long period of time.

The company had planned to enter

healthinsurancethrough a JVwith

Swiss Re, but that did not take off.

Are you still interested in having a

standalone health insurance com-

pany?

It is not a question of being a stand-

alone health insurance company. We

are already in health insurance busi-

ness which is a very important growth

area. Further, it offers us considerable

opportunities, given the increased

insurance awareness and under-pene-

tration in the health insurance sec-

tor.As regards partnership, we would

expect a credible partner focussed on

health insurance. Structuring through

a JV or otherwise is not critical.

However,given ourexisting presencein

generalinsurance,holding twogeneral

insurance licences is not a possibility,

unless legislative changes are brought.

 Y M DEOSTHALEE,  CMD, L&T Finance Holdings

LasttimearoundinApril 2014L&TFinanceHoldingscouldnotmakethecut togetuniversalbanking licence.While itkeeps itsbankingdreamsalive,the

subsidiaryofL&T isgetting intofinancingSMEsespeciallytoautomobileand

engineeringunits togrowits retail lendingbook.Y M Deosthalee tells Neelasri 

BarmanandAbhijit Lele that he expects business to do better in 2015 on the

back of improved business sentiment and falling cost of funds. Excerpts.

'FY16 will be better but not substantially'

Read more...

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CORPORATE NEWS  smartinvestor.in

State-owned carrier AirIndia isto cuts

itscostsby 14 billion rupees($227

million), or about6%of itstotaloutlays,inthenextfinancialyear after the

governmentasked theloss-making

airline to improve itsfinances.

Air India, which controls close to a

fifth of India's domestic air travel

market, has been losing money for

years and has long been criticisedfor

its high costs. In 2012, the government

handed the company a $5.8 billion

bailout package.

BIBHURANJANMISHRA 

Following the

announcement by

Infosys CEO and MD

Vishal Sikka to convert itsMysuru (old name Mysore)

campus as a model Smart

City, the company is introducing some

250-300 new additional features in

the campus which it hopes to com-

plete by April this year.

Te Bengaluru-based company has

already used the latest technologies in

infrastructure management as well as

building construction for the sprawl-

ing 340 acre campus which has got 12million squarefeet built up area includ-

ing the largest classical monolithic

building in post indepen-

dent India measuring

around one million square

feet.

“After I met the prime

minister and announcedplans to concert our Mysore

campus as a model smart

city for the nation, there is a list of 

around 250-300 things that our team

has proposed to introduce in the cam-

pus between now and April. Now we

are adding all kind of things such as

getting rid of gas emission, zero waste

to landfill,stopping the use of cars and

making it completely digital,” Sikka

told Business Standard.

KALPANAPATHAK

Mukesh Ambani led Reliance

Industries (RIL) will com-

mission all of its 1400 fuel

retail outlets in a year's time and plans

to replicate the success of 2006 in the

fuel retail segment by mopping up a

market share of 14.3 per cent in high

speed diesel and 7.2 per cent in petrol.

RIL, hasre-opened 230outletssince

the diesel de-regulation on October

18,2014. It has 1,400 fuel retail outlets

across the country. At present, RIL's

fuel retail market share is less than 0.5

per cent.

In its presentation to analysts post

its third quarter results last week, RIL

said "It is launching aggressive con-

sumer schemes for quick ramp up of 

volumes andtargetingto replicate2006

performancelevels." RILposteda drop

of 4.5per cent in consolidated net prof-

it at Rs 5,256 crore for the quarter end-

ed December 2014. RILsaid it hasseen

diesel demand at its outlets go up 11

per cent quarter on quarter.

RILtore-openall1400petrolpumpsinayear

InfytoaddnewfeaturestomakeMysurucampusmodel

ntroducing 250-300 newadditional

featuresinthe MysurucampusmodelI

Bengaluru-basedjewellery exporter,

RajeshExports Ltd(REL)has bagged

anexportorderworthRs1,780 crore for

supplyof designer rangeof gold and

diamondstudded jewelleryandmedallions fromUAE-basedJamcelat

Jewellery.

The order, which is to be

completed by March 31, 2015,will add

significantly to the bottom line, the

company said in a filing to BSE.

RajeshExportsbagsRs1,780 crore export orderfromUAE

 Air India tocutcostsby$227million toreduce losses

Engineering productmanufacturer

GoodLuckSteelTubestodayreporteda

three-foldriseinitsnetprofitforthe

October-DecemberquarteratRs7.38crore

ascomparedwithRs2.48croreayearago.

Net sales rose by nearly 3% during

the quarter to Rs 256 crore from Rs 249

crore in the year-ago period, it said in

a BSE filing. "The third quarter has

been quite challenging on various

fronts.

GoodLuckSteelTubesposts3-fold jumpinQ3profit

Read more...

Read more...

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A joint venture comprising

Hyderabad-based Ramky

Infrastructure Limited, an integratedinfrastructure development and

management company, and Barbrik

Project Limited has bagged orders

aggregating Rs 209.89 crore from the

ministry of road transport and

highways, New Delhi.

The contract envisages

rehabilitation and upgradation of 

NH-3 from 180 to km 214.

CORPORATE NEWS  smartinvestor.in

11

SACHINPMAMPATTA 

R

eal estate major

DLF on Monday

said there wasonly one disclosure-

related complaint

against it for which the

Securities and

Exchange Board of 

India (Sebi) barred it

from capital markets for three years.

The company mentioned this dur-

ing a hearing of its appeal against the

Sebi order at the Securities Appellate

Tribunal (SAT). During an earlierhear-ing, Sebi had said it had received mul-

tiple complaints against the company.

Sebi hadalso said that continuation

of the same members on

the board of a subsidiary

involved in the com-

plaint, even after DLF

sold its stake in it, indi-cated the subsidiary was

still part of the DLF

Group.

The counsel for the

real estate major argued

this did not mean DLF

continued to exert control.

“If a Reliance subsidiary is sold to

Tata... (but thedirectors areretained, it

cannotbe that thecompany is now) ...a

subsidiary of both,” the counsel said.

SHIVANISHINDENADHE

NChandrasekaran, CEO and MD of 

India’s largest IT services provider

TataConsultancyServices(TCS)saysthat

thecompanyis ingrowthmodeandthere

is noreason for them to do any restruc-

turing, “We only drive performance

structure.”

TCS, in the recent times, have been

making news as employees who were

asked to leave took their agenda on

social media. However, the company

has termed theselayoffs as involuntary

attrition which is generally in the range

of 1-2% of its total employee base.

Chandrasekaran, who joined the

company in 1987 said that the compa-

nyis in rethinking mode on what went

wrong.

“We are a people orientedcompany.

I have come through the ranks, I know

exactly what a 10 year experiencedper-

son would be feeling.

Weonlydriveperformancestructure,saysNChandrasekaran

Onlyonecomplaintondisclosures:DLF

Read more...

t SAT,realestatemajor countersSebi

claim thatDLF was barredfromcapital

marketsafter multiple complaints A 

Clues Network PvtLtdwhichrunsthe

horizontale-commercemarketplace

ShopClues,hasraised$100millioninSeries

CfundingledbyTigerGlobalalongwithits

existinginvestors.Ithadearlierraised

fundingfromHelionandNexusVenture

Partners.Accordingto reports, this deal

values thecompany at around $350

million. For the year ended March 31

2014, it earned revenue of around Rs 30

crore withnetloss ofRs 38 crore .

E-commarketplaceShopCluesraises$100mnledbyTigerGlobal

Ramky Infra bags Rs 210-crorders

JapaneseelectronicsgiantSonytoday

saidithaslauncheditslatestrangeof 

smartwearables– SmartWatch3 and

SmartBandTalk– inIndia.

SmartWatch 3 is the first

smartwatch specifically designed for

thelatestAndroid Wear updates,

while, SmartBandTalk allows users call

handling and voice control functions

from their wrists, Sony India.The

SmartWatch 3 – priced at Rs 19,990 has

a builtnmicrophone, Accelerometer &

Compass, Gyro andGPS sensor.

Sony launches latest rangeof smartwearables inIndia

Read more...

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POLITICS  smartinvestor.in

12

UShas exposed realface ofPakistan toworld: BJP ANI

T he Bharatiya JanataParty (BJP)

on Monday said the warning

issued by the US toPakistan aheadof President Barack Obama's visit to

India has exposed the real face of 

Pakistan to theworld.

The BJP was reacting to the US

warning Islamabad of 

'consequences' if any incidentsof 

cross border attacks are traced back

to the Islamic Republic.

"This has been said keeping in

mind the history of Pakistan. In

March2000, when [formerUSpresident]Bill Clinton hadvisited

India, Pakistan hadmassacred 36

people in Anantnag. No such

incident should occur. This exposes

the real face of Pakistan

internationally,"BJP spokesperson

Sambit Patra told ANI.

"America has... conveyed the

message in a very subtleway, that if 

anything like this happens, then

you [Pakistan]would not be

spared," he added.

According to reports, the US

issued the warning ahead of 

President Obama'svisit of India

later thisweek, wherehe shall be

the chief guest at the Republic Day

parade.

President Obama, whowill

become the first sitting US president

to visit India twice inhis tenure,

will also become the first leader of 

his nation toattend the parade.

PRESS TRUST OF INDIA 

AfterUnionMinisterArunJaitleyspoke

out against media trials, his Cabinet

colleague M Venkaiah Naidu todayasked

the press to play a "responsible and con-

structive" roleand lamented that instead

of constructive debates, "obstructive"

approachwasmaking news.

In an apparent reference to the

Opposition stalling Parliament during

the Winter Session, he said the media

reports prominently that "so and so

leader came to Parliament and did not

allow Parliament to function,as if itis a

great thing. It is like somebody came

andthenmurdered somebodyandthen

you try to give him a headline".

PRESSTRUSTOF INDIA 

F

ormer UPA Minister Krishna

Tirath today joined the BJP,

embarrassing the Congresswhich lashed out at the ruling party

for "importing leaders in desperation"

ahead of Delhi assembly election.

Tirath (59), a Congress veteran

from Delhi, was welcomed in the par-

ty fold by BJP chief Amit Shah with a

bouquet of flowers. The former

Woman and Child Development

Minister in Manmohan Singh-led UPA

government was accompanied by

incharge of party affairs in DelhiPrabhat Jha and city unit BJP presi-

dent Satish Upadhyay.

"It is a question of ideology. I met

BJP President Amit Shah to serve the

people.... I have come with this aim,"

Tirath, who was a member of the Delhi

Legislative Assembly between 1984-

2004 and the North West Delhi MP

from 2004 till 2014, said after meeting

Shah. On what would be her role in

the BJP, she said the party chief willdecide that and added, "My role will

be towards public service."

Congress appeared to be taken

aback by Tirath's move to desert the

party. Congress leader Ajay Maken

said it showed the "nervousness and

desperation" of BJP which is ready to

bring any leader in the partyfoldever

since Prime Minister Narendra Modi's

rally evoked a "lukewarm" response.

"They have to import leaders fromother parties because they have no

faith in their own leaders," he said.

Tirath is the third high profile

woman to have joined the BJP .

Obstructionismshouldnotmake

headlines:Naidu

KrishnaTirathjoinsBJP;takesCongressbysurprise

Read more...

Read more...

irath (59),aCongressveteran fromDelhi,

waswelcomed intheparty foldbyBJP

chiefAmitShahwithabouquetofflowers

T

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TECHNICALS  smartinvestor.in

13

STOCK S2 S1 PX_LAST R1 R2 SMAVG SMAVG SMAVG RSI

ACC LTD 1415 1424 1439 1453 1462 1422 1442 1432 72

AMBUJA CEMENTS LTD 215 217 218 220 221 230 228 217 69

ASIAN PAINTS LTD 558 562 568 575 579 783 750 627 -65

AXIS BANK LTD 1832 1845 1866 1888 1901 503 490 401 69BAJAJ AUTO LTD 2144 2158 2180 2202 2216 2434 2532 2264 -42

BANK OF BARODA 816 822 831 839 845 1076 1058 912 55

BHARAT HEAVY ELECTRICALS 234 236 239 242 243 263 260 234 64

BHARAT PETROLEUM CORP LTD 540 545 553 561 565 654 685 612 -42

BHARTI AIRTEL LTD 335 336 339 341 343 353 367 361 46

CAIRN INDIA LTD 367 369 372 375 377 239 251 312 43

CIPLA LTD 416 420 426 432 435 629 630 512 64

COAL INDIA LTD 378 381 386 392 395 377 365 355 56

DLF LTD 204 206 208 211 212 137 143 171 -56

DR. REDDY'S LABORATORIES 2412 2423 2439 2456 2466 3184 3334 2890 59

GAIL INDIA LTD 433 435 439 443 445 436 454 434 51

GRASIM INDUSTRIES LTD 3456 3473 3501 3529 3547 3471 3482 3314 65

HCL TECHNOLOGIES LTD 1423 1431 1444 1457 1465 1576 1594 1526 61

HDFC BANK LIMITED 814 817 822 827 830 964 945 850 69

HERO MOTOCORP LTD 2488 2500 2521 2542 2554 3025 3061 2692 -32

HINDALCO INDUSTRIES LTD 160 161 164 166 168 152 156 159 36

HINDUSTAN UNILEVER LTD 618 621 624 628 630 816 795 693 -65

HOUSING DEVELOPMENT FINANCE 961 964 969 974 977 1136 1126 1021 -60

ICICI BANK LTD 1377 1384 1397 1409 1417 351 348 303 58

IDFC LTD 127 128 129 130 130 158 157 142 68

INDUSIND BANK LTD 550 552 556 559 561 806 771 619 -65

INFOSYS LTD 3288 3299 3317 3334 3345 2019 2043 1791 -60

ITC LTD 333 334 336 338 339 364 371 354 -45

JAIPRAKASH ASSOCIATES LTD 69 70 71 73 74 26 28 48 -52

JINDAL STEEL & POWER LTD 313 315 319 322 324 152 149 233 51KOTAK MAHINDRA BANK LTD 917 922 931 939 944 1306 1236 1006 -73

LARSEN & TOUBRO LTD 1629 1636 1648 1660 1667 1522 1568 1529 64

LUPIN LTD 984 990 999 1009 1015 1424 1438 1205 59

MAHINDRA & MAHINDRA LTD 1119 1129 1144 1159 1169 1251 1255 1223 69

MARUTI SUZUKI INDIA LTD 2344 2353 2366 2380 2388 3437 3382 2744 72

NMDC LTD 170 172 174 175 177 141 142 161 45

NTPC LTD 150 150 152 153 154 141 140 141 53

OIL & NATURAL GAS CORP LTD 408 412 418 423 427 346 361 386 48

POWER GRID CORP OF INDIA LTD 131 131 132 133 134 139 139 131 70

PUNJAB NATIONAL BANK 940 944 952 959 964 213 210 189 46

RANBAXY LABORATORIES LTD 461 464 469 474 477 625 631 557 65

RELIANCE INDUSTRIES LTD 1027 1031 1037 1042 1046 871 919 979 50SESA STERLITE LTD 287 289 292 295 296 207 221 250 -35

STATE BANK OF INDIA 2548 2562 2583 2605 2618 309 305 259 -55

SUN PHARMACEUTICAL INDUS 620 625 631 638 642 824 839 747 65

TATA CONSULTANCY SVCS LTD 2269 2278 2292 2307 2315 2511 2546 2426 -49

TATA MOTORS LTD 432 435 438 442 444 508 514 476 63

TATA POWER CO LTD 99 100 101 102 103 81 85 91 52

TATA STEEL LTD 510 514 520 526 530 396 429 472 39

ULTRATECH CEMENT LTD 2689 2704 2727 2751 2766 2742 2603 2499 79

WIPRO LTD 529 532 537 541 544 554 561 551 65

KEY SUPPORT, RESISTANCE LEVELS

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 higher than

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. However, 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 back of rising RSI,

and - value is vice versa;

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smartinvestor.inMARKET REPORT

  smartinvestor.in

14

Company Prev Current % P/E 52wk

Close Close Chg (times) High/Low (Rs)

Company Prev Current % P/E 52wk

Close Close Chg (times) High/Low (Rs)

Aban Offsh 474.55 477.55 0.63 5.01 940/370

ACC 1,518.10 1,533.65 1.02 25.91 1570/971

Adani Enter 500.05 505.85 1.16 15.1 585/210Adani Ports 330.95 328.55 -0.73 33.36 343/141

Adani Power 45.80 46.70 1.97 7.4 69/32

Adi Bir Nuvo 1,760.30 1,783.65 1.33 18.76 1913/1030

Allahabad Bk 127.75 128.55 0.63 9.49 150/72

Amara Raja 845.40 829.05 -1.93 37.13 860/314

Ambuja Cem 239.30 246.35 2.95 25.72 244/151

Amrutanjan 428.50 420.95 -1.76 37.92 531/118

Amtek Auto 178.35 180.35 1.12 12.29 272/62

Andhra Bank 92.55 93.35 0.86 14.3 110/54

Apollo Hosp 1,186.40 1,200.50 1.19 49.26 1243/853

Apollo Tyres 225.85 228.85 1.33 21.55 243/102

Arvind 273.10 278.60 2.01 18.02 341/135

Ashok Leyland 60.40 60.50 0.17 64.36 62/15

Asian Paints 843.50 831.65 -1.40 61.24 859/461

Atul Auto 689.10 704.90 2.29 39.92 707/135

Aurob Pharma 1,155.05 1,160.45 0.47 19.82 1188/380

Axis Bank 514.90 528.65 2.67 17.8 525/217

Bajaj Auto 2,420.05 2,411.30 -0.36 23.61 2690/1796

Bank of Baroda 1,080.30 1,083.65 0.31 10.03 1126/509

Bank of India 300.00 299.15 -0.28 7.03 357/166

Bata India 1,436.00 1,438.95 0.21 48.53 1445/895

BEML 917.85 925.25 0.81 NA 937/180

Berge Paint 226.40 225.85 -0.24 63.8 253/100BF Utilities 604.60 606.50 0.31 1783.82 818/434

Bharat Elctn 3,297.00 3,252.25 -1.36 25.32 3425/895

Bharat Forge 1,018.40 1,018.50 0.01 44.53 1030/319

Bharti Airtel 342.55 350.25 2.25 34.44 420/282

Bharti Infratel 339.60 341.55 0.57 28.92 372/161

BHEL 274.05 281.10 2.57 24.07 292/146

Biocon 429.80 431.60 0.42 20.41 554/402

Bombay Burm 463.55 483.60 4.33 NA 542/91

Bosch 21,393.7521,522.40 0.60 62.67 21684/8843

BPCL 657.10 645.45 -1.77 10.01 785/325

Britannia 1,924.85 1,908.45 -0.85 41.72 2019/812

Cairn Ind 231.95 234.05 0.91 4.72 385/228Canara Bank 453.90 463.10 2.03 8.7 498/209

Castrol 506.60 506.30 -0.06 53.41 544/282

CEAT 832.60 825.40 -0.86 13.45 1009/266

Century Tex 571.55 562.25 -1.63 81.84 651/278

CESC 729.35 727.95 -0.19 13.91 828/399

Cipla 647.00 657.40 1.61 43.77 672/367

Coal India 377.90 378.80 0.24 16.44 424/241

Colgate 1,960.60 1,944.05 -0.84 51.88 2050/1280

Crompton Grv 189.05 189.45 0.21 45.76 231/102

Dabur India 251.70 257.45 2.28 46.3 255/154

Delta Corp 98.85 98.90 0.05 NA 119/77

Dewan Hsg 487.45 494.15 1 .37 10.59 493/199

Dish TV 68.70 68.45 -0.36 NA 71/43

Divis Lab 1,711.80 1,715.00 0.19 28.12 1882/1217

DLF 146.10 145.25 -0.58 42.97 243/100Dolphin Off 155.85 158.55 1.73 NA 237/73

Dr Reddys 3,280.45 3,310.00 0.90 25.35 3662/2250

Eicher Motor 15,330.5015,466.10 0.88 75.13 15773/4405

Enginers Ind 225.25 226.40 0.51 20.2 331/142

Escorts 130.25 132.35 1.61 15.66 174/102

Exide Ind 185.20 183.85 -0.73 29.99 193/99

Federal Bank 144.45 146.60 1.49 12.52 154/72

Finan Techno 202.25 204.05 0.89 7.91 404/136

Force Motors 1,218.60 1,202.40 -1.33 15.86 1463/282

GAIL 424.55 440.40 3.73 12.21 551/340

GATI 277.50 277.65 0.05 94.12 342/54

Glenmark 722.20 736.85 2.03 32.81 840/499

GMR Infra 17.05 16.95 -0.59 NA 38/15

Godrej Ind 314.40 309.40 -1.59 29.47 372/258

Grasim Ind 3,630.20 3,650.50 0.56 17.51 3755/2432

GSFC 102.60 105.05 2.39 8.95 125/44

Guj Gas 734.75 724.55 -1.39 2 9.57 813/219

Guj Pipavav 207.70 206.90 -0.39 32.48 237/58

Havells I 271.00 271.20 0.07 34.9 346/144

HCL Techno 1,638.05 1,647.35 0.57 16.95 1775/1257

HDFC 1,193.25 1,181.45 -0.99 32.56 1210/756

HDFC Bank 1,001.50 1,004.50 0.30 26.21 1015/618

HDIL 80.40 79.85 -0.68 11.37 114/39Hero MotoCorp 2,896.85 2,841.75 -1.90 23.59 3272/1907

Hexaware Tch 216.40 217.70 0.60 19.49 231/125

Hind Zinc 157.00 160.40 2.17 9.15 184/115

Hindalco 138.45 140.20 1.26 29.27 199/97

Hitachi Home 919.60 977.70 6.32 50.14 950/129

HPCL 572.15 559.80 -2.16 5.03 618/221

HUL 942.45 892.80 -5.27 48.52 948/542

ICICI Bank 353.90 360.75 1.94 19.81 367/189

IDBI Bank 75.40 75.15 -0.33 14.26 117/53

Idea Cellular 151.75 155.20 2.27 21.98 177/125

IDFC 166.45 170.40 2.37 16.32 175/88

IFCI 37.55 37.45 -0.27 10.7 45/22Ind Ove Bank 60.20 60.50 0.50 20.23 90/42

India Cement 102.15 99.80 -2.30 NA 134/46

Indiab Real 72.25 71.85 -0.55 2 0.89 109/45

Indiabulls Hous 566.65 571.75 0.90 11.83 575/188

Indraprst Gs 466.25 463.00 -0.70 15.67 482/239

IndusInd Bank 831.60 830.20 -0.17 25.92 849/369

Infosys 2,114.15 2,102.40 -0.56 19.75 2201/1447

ING Vysya Bk 974.70 972.55 -0.22 29.52 1010/493

IOC 337.40 336.75 -0.19 8.13 411/209

Ipca Labs 712.55 694.95 -2.47 18.16 907/630

IRB Infra 246.70 250.20 1.42 16.97 289/68

ITC 359.30 358.40 -0.25 30.9 400/311

MOST ACTIVE STOCKS - TOP 200

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MARKET REPORT  smartinvestor.in

15

Company Prev Current % P/E 52wk

Close Close Chg (times) High/Low (Rs)

Company Prev Current % P/E 52wk

Close Close Chg (times) High/Low (Rs)

Jain Irrig 69.10 69.40 0.43 27.43 133/56

JBF Ind 242.05 243.35 0.54 11.96 298/65

Jet Airways 429.70 432.80 0.72 NA 475/204Jindal Saw 84.20 85.10 1.07 9.93 116/46

Jindal Steel 151.00 151.50 0.33 7.6 350/125

JK Tyre Ind 126.05 126.95 0.71 17.76 163/27

JP Associat 26.80 26.75 -0.19 NA 90/23

JP Power 12.35 12.32 -0.24 82.13 27/11

JSW Energy 107.25 112.75 5.13 17.87 108/42

JSW Steel 978.60 976.40 -0.22 10.02 1365/805

Jubilant Fd 1,420.00 1,405.25 -1.04 79.89 1498/939

Just Dial 1,542.90 1,528.00 -0.97 87.07 1895/983

Karnataka Bk 143.60 153.05 6.58 7.25 157/91

Kotak Mah Bank 1,395.90 1,389.00 -0.49 40.13 1440/631

KPIT Technologi 210.95 215.15 1.99 17.32 219/140

L & T 1,592.90 1,614.90 1.38 25.42 1775/962

L&T Finance Hol 68.55 68.85 0.44 15.51 88/62

LIC Hsg Fin 486.75 493.60 1.41 18.07 491/187

Lupin 1,429.00 1,462.70 2.36 28.77 1500/855

M & M Fin 307.95 287.15 -6.75 18.51 345/230

Mah & Mah 1,303.85 1,332.05 2.16 22.61 1421/847

Marico 351.50 357.60 1.74 43.72 365/200

Marksans Ph 63.00 62.80 -0.32 NA 72/16

Maruti Suzuki 3,613.90 3,626.35 0.34 35.27 3638/1541

Mastek 406.05 406.95 0.22 28.32 436/160

Mcleod Russl 216.40 217.75 0.62 18.93 325/213MCX 847.45 859.45 1.42 37.03 926/425

MindTree 1,379.90 1,412.60 2.37 26.04 1410/649

Mothersons S 451.50 456.00 1.00 44.23 464/178

MRF 39,138.0539,447.85 0.79 18.63 39850/18639

NBCC 827.05 822.45 -0.56 38.65 923/134

NCC 76.40 75.20 -1.57 95.19 90/14

NHPC 19.30 19.30 0.00 25.06 30/17

NMDC 135.35 137.15 1.33 7.76 196/123

NTPC 140.40 141.90 1.07 11.44 169/111

Oil India 527.85 531.30 0.65 10.91 669/439

ONGC 346.25 347.70 0.42 13.37 472/264

Oracle Fin 3,348.15 3,355.00 0.20 24.2 4179/2775Oriental Bank 327.50 327.15 -0.11 8.24 377/161

Petronet LNG 197.70 195.50 -1.11 20.24 222/103

PNB 205.00 207.70 1.32 10.61 232/102

Power Fin 289.85 292.55 0.93 6.65 344/129

Power Grid 147.35 147.95 0.41 1 6.99 151/93

PTC I Financial 67.90 67.85 -0.07 19.9 73/13

PTC India 94.55 93.75 -0.85 9.25 105/52

Ranbaxy Labs 647.90 656.00 1.25 NA 698/306

Raymond 540.15 533.95 -1.15 38.47 580/256

Redington 133.40 139.90 4.87 15.42 148/63

Rel Ind Infra 467.95 470.90 0.63 30.86 659/308

Reliance Cap 465.40 467.90 0.54 14.12 668/305

Reliance Com 78.25 79.65 1.79 34.78 157/75

Reliance Ind 869.00 879.85 1.25 12.34 1143/794

Reliance Infra 485.70 490.25 0.94 8.34 820/351Reliance Power 61.55 62.20 1.06 16.81 113/58

RS Software 600.70 574.80 -4.31 11.19 830/166

Rural Elect 325.40 328.80 1.04 6.24 383/167

SAIL 77.00 76.90 -0.13 14.68 113/54

SBI 315.60 313.10 -0.79 15.3 327/146

Sesa Sterlite 192.95 193.15 0.10 10.44 318/170

Sharda Crop 258.00 260.90 1.12 21.19 310/218

Shriram TrFn 1,165.45 1,142.60 -1.96 21.51 1222/550

Siemens 963.05 967.30 0.44 57.1 1010/512

Sintex Ind 97.45 105.05 7.80 9.48 107/31

SKS Microfin 469.45 469.70 0.05 38.31 474/169

Snowman Logiest 100.85 101.70 0.84 NA 135/75

Spicejet 20.50 22.55 10.00 NA 22/11

SRF Ltd 913.95 911.95 -0.22 17.38 972/197

Strides Arcb 926.25 926.45 0.02 6.52 999/344

Sun Pharma 850.75 862.05 1.33 29.36 932/553

Sun TV Net 418.05 405.70 -2.95 22.73 488/299

Suven Life 206.20 207.65 0.70 20.58 237/68

Suzlon Energy 16.11 17.48 8.50 NA 37/9

Syndicate Bank 128.35 128.15 -0.16 5.03 179/78

Tata Chem 442.80 444.80 0.45 NA 460/245

Tata Comm 426.85 427.10 0.06 NA 474/260

Tata Elxsi 738.25 746.70 1.14 2 6.48 758/344Tata Global 154.30 156.55 1.46 27.76 177/135

Tata Motors 525.60 538.75 2.50 8.47 551/331

Tata Power 82.45 82.80 0.42 NA 115/69

Tata Sponge 644.65 657.05 1.92 7.69 1204/296

Tata Steel 382.90 384.80 0.50 1 1.94 579/332

TCS 2,531.90 2,509.75 -0.87 22.87 2834/2001

Tech Mahindra 2,811.55 2,803.70 -0.28 22.62 2817/1678

Texmaco Rail 130.45 135.40 3.79 NA 150/37

Titan Company 387.40 394.60 1.86 44.39 424/203

TV18 Broadcast 31.45 33.10 5.25 NA 38/19

TVS Motor 319.40 308.85 -3.30 50.97 321/64

UCO Bank 81.40 81.40 0.00 6.75 116/62UltraTech 3,071.00 3,089.90 0.62 37.79 3140/1652

Union Bank 236.65 237.80 0.49 7.7 260/101

Unitech 17.00 16.90 -0.59 NA 39/11

United Brew 943.25 947.50 0.45 84.98 953/601

United Spirt 3,208.45 3,374.00 5.16 NA 3244/2226

UPL 370.60 371.20 0.16 15.34 388/177

 Voltas 254.75 252.40 -0.92 25.99 287/97

Wipro 555.25 584.45 5.26 16.77 622/475

Wockhardt 1,033.40 1,068.00 3.35 29.2 1115/386

 Yes Bank 802.95 824.85 2.73 18.2 825/292

Zee Enter 385.20 383.80 -0.36 42.41 402/255

MOST ACTIVE STOCKS - TOP 200

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MARKET REPORT  smartinvestor.in

16

Company Qty‘000 Price (Rs) Chg (%)

SPARC 173.69 237.75 19.98

TGB Banquets 109.22 74.55 19.95

Prozone Intu 106.07 36.75 5.00

Mirza Internatio 99.89 76.90 9.94Take Solutions 84.70 93.10 19.97

Cupid 83.83 62.75 4.93

21st Cent. Mgmt. 81.34 28.10 9.98

NTC Inds. 77.10 36.40 4.99

ONLY BUYERSINTRADAY MOVEMENT

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Company High Low Close % Chg

Jindal Poly Inve 123.00 93.00 97.05 -21.10

PFL Infotech 590.00 472.00 472.00 -20.00

Stewarts & Lloyd 37.90 31.00 31.00 -18.21C & C Constrn. 36.60 29.65 30.00 -18.03

Indian CardCloth 150.80 124.00 126.00 -16.45

Westlife Develop 349.90 290.00 294.00 -15.98

Aarya Global 58.20 47.25 50.00 -14.09

IM+ Capitals 54.80 47.40 47.40 -13.50

FALL FROM INTRADAY HIGHS

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Name Ex-Date Purpose Rs.

RS Software Jan 21, 15 Dividend Special 10.00

Bank of Baroda Jan 22, 15 Fv Splt Frm Rs 10 To Rs 2 -Corpn Bank Jan 22, 15 Fv Splt Frm Rs 10 To Rs 2 -

Symphony Jan 22, 15 Dividend Interim -

Wipro Jan 22, 15 Dividend Interim -

FORTHCOMING CORPORATE ACTIONS

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Company Qty‘000 Price (Rs) Chg (%)

Kausambi Vanijya 60.34 196.70 -5.00

PMC Fincorp 18.37 51.40 -4.99

PFL Infotech 12.18 472.00 -19.99

Risa Internatio. 8.70 178.20 -10.00M3 Global Financ 6.80 33.20 -4.87

Sunil Healthcare 5.77 62.20 -4.97

SSPDL Ltd 4.76 25.85 -4.89

Birla Trans.Carp 4.73 60.20 -4.97

ONLY SELLERS

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Company Price (Rs)

High

MRF 39,447.85

Shree Cement 10,300.80

Nestle India 7,040.00

WABCO India 4,972.60

Maruti Suzuki 3,626.35

United Spirits 3,374.00

Solar Inds. 3,090.00

Low

Dalal Street Inv 1,576.75

Monte Carlo Fas. 473.90

Sunteck Realty 216.70

Warren Tea 154.00

Econo Trade Indi 101.70

Tilak Finance 79.15

52-WEEK HIGH/LOWS

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

19-Jan-15 3695.66 3261.94 433.72 1373.33 1611.04 -237.71

16-Jan-15 6718.16 5618.23 1099.93 1417.60 2134.51 -716.91

15-Jan-15 7405.38 5667.14 1738.24 2142.37 2669.64 -527.27

14-Jan-15 4248.30 4318.04 -69.74 1647.21 1871.19 -223.98

13-Jan-15 5046.28 4811.19 235.09 1917.84 1871.78 46.06

FII & DII TURNOVER (BSE + NSE)

Axis Bank 528.65 13.75 2.67

B H E L 281.10 7.05 2.57

Bajaj Auto 2,411.30 -8.75 -0.36Bharti Airtel 350.25 7.70 2.25

Cipla 657.40 10.40 1.61

Coal India 378.80 0.90 0.24

Dr Reddy`s Labs 3,310.00 29.55 0.90

GAIL (India) 440.40 15.85 3.73

H D F C 1,181.45 -11.80 -0.99

HDFC Bank 1,004.50 3.00 0.30

Hero Motocorp 2,841.75 -55.10 -1.90

Hind. Unilever 892.80 -49.65 -5.27

Hindalco Inds. 140.20 1.75 1.26

ICICI Bank 360.75 6.85 1.94

ITC 358.40 -0.90 -0.25

Infosys 2,102.40 -11.75 -0.56

Larsen & Toubro 1,614.90 22.00 1.38

M & M 1,332.05 28.20 2.16Maruti Suzuki 3,626.35 12.45 0.34

NTPC 141.90 1.50 1.07

O N G C 347.70 1.45 0.42

Reliance Inds. 879.85 10.85 1.25

Sesa Sterlite 193.15 0.20 0.10

St Bk of India 313.10 -2.50 -0.79

Sun Pharma.Inds. 862.05 11.30 1.33

TCS 2,509.75 -22.15 -0.87

Tata Motors 538.75 13.15 2.50

Tata Power Co. 82.80 0.35 0.42

Tata Steel 384.80 1.90 0.50

Wipro 584.45 29.20 5.26

S&P BSE SENSEX MOVERSCompany Close Chg Chg

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

(Rs) (Rs) (%)

Company High Low Close % Chg

Roselabs Fin. 32.85 25.05 32.85 31.14

Parnax Lab 31.90 25.10 31.50 25.50

Hisar Met.Inds. 26.65 21.50 26.65 23.95Kridhan Infra 73.00 57.00 70.40 23.51

Take Solutions 93.10 76.10 93.10 22.34

Umang Dairies 66.00 54.00 66.00 22.22

Square Four Pro. 44.00 36.30 43.95 21.07

Trilogic Digital 26.20 21.10 25.50 20.85

RECOVERY FROM INTRADAY LOWS

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MARKET REPORT  smartinvestor.in

17

Current price Open interest (‘000) % of Open interest

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

Axis Bank 528.95 530.05 33083 1749.93 76.92 12.72 10.36

Bajaj Auto 2403.90 2413.70 1990 478.47 87.92 6.85 5.24

Bharti Airtel 350.45 351.80 17092 598.99 86.05 9.90 4.05

BHEL 281.05 281.80 39985 1123.78 84.98 6.48 8.54

Cipla 657.80 660.15 6804 447.53 81.94 12.46 5.61

Coal India 379.20 377.55 12730 482.72 76.54 16.42 7.04

Dr Reddys 3323.90 3322.65 1587 527.34 81.79 8.31 9.90GAIL 440.55 438.85 5731 252.46 88.90 6.87 4.23

HDFC 1181.70 1186.90 9788 1156.65 85.59 7.28 7.13

HDFC Bank 1004.55 1009.15 4 2927 4312.26 93.88 4.20 1.92

Hero MotoCorp 2841.30 2854.75 2241 636.59 78.28 17.37 4.35

Hindalco 140.25 140.85 50552 708.99 73.78 17.04 9.18

HUL 892.55 896.75 17954 1602.48 50.58 25.46 23.96

ICICI Bank 360.80 360.45 67258 2426.65 74.55 16.48 8.97

Infosys 2102.50 2109.80 16953 3564.26 47.22 26.09 26.69

ITC 358.80 359.40 37705 1352.86 80.97 13.84 5.18

L & T 1614.85 1616.45 1 0156 1640.00 75.79 11.64 12.57

Mah & Mah 1332.20 1333.05 3431 457.01 88.77 7.21 4.02

Maruti Suzuki 3626.25 3643.40 4362 1581.63 77.24 9.76 13.00

NTPC 141.75 142.30 43570 617.60 83.19 12.74 4.06

ONGC 347.50 349.10 32980 1146.04 86.32 9.04 4.64

Reliance Ind 879.65 882.75 42633 3750.23 76.94 1 4.13 8.92

SBI 313.14 314.70 83596 2617.73 73.22 17.57 9.22

Sesa Sterlite 193.15 193.45 32670 631.02 82.19 11.17 6.64

Sun Pharma 863.00 863.10 13787 1189.84 90.49 6.07 3.43

Tata Motors 538.50 538.60 25100 1351.64 76.57 13.15 10.28

Tata Power 82.80 83.10 33068 273.80 87.44 9.18 3.37

Tata Steel 384.75 386.30 35474 1364.86 68.38 21.53 10.09

TCS 2511.00 2515.35 6861 1722.67 60.39 24.49 15.12

Wipro 584.20 581.75 12362 722.19 74.15 17.68 8.17

OPEN INTEREST BREAK-UP

MARKET POSITION

SECTOR WATCH

Previous Current %Chg

SPOT 

NIFTY 8513.80 8550.70 0.43

BANKNIFTY 19223.15 19406.05 0.95

CNXIT 11659.60 11642.75 -0.14FUTURE(Ltp)

NIFTY 8535.05 8574.10 0.46

BANKNIFTY 19288.45 19453.80 0.86

CNXIT 11679.25 11659.80 -0.17

INDEX WATCH

Open Interest Price on NSE in Rs

Previous Current % chg Previous Current % chg

MindTree 394500 454500 15.21 1380.25 1414.70 2.50

Indiabulls Hous 2636000 3011000 14.23 566.35 571.95 0.99

Apollo Hosp 460500 415250 -9.83 1185.80 1200.25 1.22Wipro 8507500 9166500 7.75 555.04 584.20 5.25

JSW Energy 32480000 34356000 5.78 107.20 112.70 5.13

OI CHANGE WITH RISE IN PRICE

Current open interest %of MWp

HIGHEST 

Karnataka Bk 31550000 83.71

HDIL 44428000 83.05

Indiab Real 40444000 80.97

Reliance Cap 17887500 79.83

Unitech 218610000 79.76Century Tex 8534500 77.15

Wockhardt 4199500 75.33

Hexaware Tch 12078000 70.57

LOWEST 

Oracle Fin 86375 2.01

Dabur India 2471000 2.21

ITC 37705000 2.37

Apollo Hosp 440500 2.44

United Brew 352500 2.65

HDFC 9788000 3.11

Shriram TrFn 1062250 3.17

OI ‘000 % chg

TOP GAINERS

FMCG 21146 17.77

Cement 38522 5.45Non Ferrous Metals 60394 3.17

IT - Software 54376 2.31

Consumer Durables 11700 1.58

Gas Distribution 13005 1.46

C G - Electrical Equipment 67335 0.90

TOP LOSERS

Leather 1059 -4.49

Chemicals 3402 -4.09

Construction 213204 -3.93

Tobacco Products 37705 -3.93

Mining & Mineral products 52042 -2.84Diversified 18850 -2.81

C G - Non Electrical Equip. 10156 -2.30

Open Interest Price on NSE in Rs

Previous Current % chg Previous Current % chg

M & M Fin 5714000 7146000 25.06 307.89 287.25 -6.70

Sun TV Net 1714000 1520000 -11.32 418.15 404.90 -3.17

Hero MotoCorp 1578750 1753875 11.09 2897.70 2841.30 -1.95

BPCL 3979500 4388000 10.27 659.30 645.20 -2.14

India Cement 21676000 23504000 8.43 102.10 99.60 -2.45

OI CHANGE WITH FALL IN PRICE

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MARKET REPORT  smartinvestor.in

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

Mahindra CIE India Value Fund Iii A Sell 5007500 230.50 115.42

Mahindra CIE Government Of Singapore Buy 5000000 230.50 115.25

Manjushre T Anisha Jhunjhunwala Buy 128000 428.00 5.48

Manjushre T B K Drolia Huf Sell 128000 428.00 5.48

Gennex Lab Mandpam Commercial Ltd Sell 2367700 3.66 0.87

Gennex Lab Icm Finance Pvt Ltd Buy 1500000 3.66 0.55

RDB Rasayans Moti Lal Laxkar Buy 225000 24.30 0.55

Pioneer Dist Rajasthan Global Securities Ltd Buy 89004 53.53 0.48

Gennex Lab Pilot Consultants Pvt Ltd Buy 914022 3.66 0.33

Super Domest Paresh Ramjibhai Chauhan Buy 32000 93.31 0.30

Gennex Lab India Securities Broking Pvt Ltd Buy 800000 3.66 0.29

Nutraplus P Shah & Shah Buy 35298 82.24 0.29

Nutraplus P Saffron Capital Advisors Pvt Ltd Buy 33970 83.01 0.28

Nutraplus P Shah & Shah Sell 33467 83.51 0.28

Gennex Lab Kamal Kumar Dugar And Co Sell 673209 3.66 0.25

BULK DEALS (BSE)

QUARTERLY RESULTS

JANUARY 20BS 200Jindal SawKotak Mah BankGroup ARallisSouth Ind BkGroup BAmarnath SecBartronics

BASF IndiaBeryl DrugsCan Fin HomeCapri GlobalDuke OffshorExcel CropGuj Leas FinHexa TradexHind MediaIgarashi MtrsJSW HoldingsKirloskar OilNavin Fluo

Praj IndRadha MadhavRasoiShakti PumpsShemaroo EntertStar Ferro & CeTayo RollsGroup T Benares HtlBeryl Secur.Chemo PharmaDhruv EstHarmony Cap.

SVP Global VentGroup ZNilachal RefracParekh AlumJANUARY 21BS 200ING Vysya BkITCKPIT TechnologiL&T Finance HolMcleod RusslRaymondTata Elxsi

Zee EnterGroup ATTK PrestigeGroup BAndhra PetroAustin EnggBlue StarCentury PlyEMCOEverest IndsHester BioIFB Agro IndKar Mobiles

FORTHCOMING BOARD MEETINGS

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

Suzlon Energy Adroit Financial Services Pvt Ltd Buy 19511224 17.31 33.77

Suzlon Energy Adroit Financial Services Pvt Ltd Sell 19421224 17.31 33.62

 Vindhya Tele Antriksh Vyapaar Ltd Sell 565000 510.16 28.82

 Vindhya Tele Reliance Mutual Fund Buy 504416 510.03 25.73

Shanthi Gear Sbi Funds Management Pvt Ltd Buy 771136 132.00 10.18

Shanthi Gear Sbi Funds Management Pvt Ltd Buy 695000 132.00 9.17

Shanthi Gear Acacia Partners L P Sell 600000 132.00 7.92

Star Ferro & Ce Subham Agarwal Buy 500000 106.50 5.33

Star Ferro & Ce Eskay Business Pvt Ltd Sell 500000 106.50 5.33

Good Luck St Pure Share Consultant(India) Pvt Ltd Sell 135207 77.23 1.04

Good Luck St Pure Share Consultant(India) Pvt Ltd Buy 127538 77.84 0.99

Sundaram Brk Chinmay G Parikh Sell 23340 411.12 0.96

Rei Agro Sunil Capital Capital & Securities Pvt Ltd Buy 4911227 1.30 0.64

Rei Agro Sunil Capital Capital & Securities Pvt Ltd Sell 4311227 1.33 0.57

Atlas Cycles Gajanan Enterprises Sell 16284 254.42 0.41

BULK DEALS (NSE)

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 Volumes in ‘000

Company Price (Rs) Today Avg 5 days % Chg

 Vindhya Telelink 559.05 678.8 1.2 58192

Shanthi Gears 156.00 2,807.8 24.3 11450

Rajesh Exports 169.25 2,624.8 70.0 3649

Sunflag Iron 30.90 1,181.5 32.4 3550

Ramky Infra 53.10 606.7 20.8 2817

Goldman Sachs NJ 190.99 116.6 6.5 1706

Atlas Cycles 254.90 358.7 22.3 1508

Shiva Texyarn 51.30 390.3 25.4 1435

SPARC 237.75 6,793.2 535.2 1169

 VOLUME SHOCKERS

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