February15,2013

Niftyintraday
5,950
5,940
5,930
5,920
5,910
5,900
5,890
5,880
5,870
9:00

10:05

11:10

12:15

13:20

14:25

15:30

Niftysectorperformance
5960
5945

5,933

(1) (3)

(5)

(7)

5930

(8)
(9)
(13)

5915

5,897

5900
5885

NiftyClose

Oil&Gas

CapGoods

Banks

Auto

5870

Telecom

F&O
MTD
YTD
199 19,497
41,726
(1,349)
(6,062)

%change
1day
3mth
YTD
0.0
13.9
6.0
(0.2)
(4.9)
(2.6)
0.2
7.5
3.8
0.7
8.5
3.6
(0.3)
12.4
5.6
%change
1day
3mth
YTD
0.2
1.8
2.0
0.1
(2.3)
(4.6)
(0.1)
4.5
1.2
0.0 (12.6)
(6.6)

14Feb13
13Feb13
337
585
1,170
896
75
83
0.29
0.65

%chg
12,747
15.3
2,102
6.4
14,849
14.0

0.0
122,635

Lastclose
Bpschg
7.82
(0.03)
7.85
0.00

Healthcare

YTD
7.2
(4.7)
0.4
(1.0)
3.7

Power

YTD
6.6
5.9
6.7
7.3
0.8
0.2
3.1
7.7

Steppingintooversoldzone

Inflation may have fallen to its lowest levels for a

fewyearsnow.Usuallythistriggershopesofarate
cut. But the market doesnt seem to be impressed
and selling pressure intensified after the Nifty
violated support levels of 5910. Yet, there is hope
that the market is stepping into oversold zone and
hencechancesofsomereboundinthecomingdays.

The IIP numbers are not really trusted these days

and reports state that the Saumitra Chaudhuri
committeeislookingatomittingitemsfromtheIIP
basket, which are not being produced or reported
on a regular basis. Back to the market, the start is
set to be lower. The sentiment has dipped with
global markets failing to enthuse. Strong support
for the Nifty is expected near the 5860 levels.
Besides the many results being announced today,
Tata Motors could see some pressure after it
postedafallinprofit.

Asian shares are weak. Bleak Euro zone growth

outlook hurt the euro raising hopes that the

European Central Bank will cut interest rates.

MarketsinChinaandTaiwanareshutfortheLunar

NewYearholiday.

Cement

Cash
813
117
321
(249)

Lastclose
97.3
1,632
8,205
2,115
2,163

Lastclose
53.93
1.55
1.34
92.88

YTD
0.4
(0.1)
(0.9)
(1.5)
(7.2)
(10.8)
(1.2)
0.1

Metals

%change
3mth
5.6
4.7
3.6
3.2
(0.2)
(7.1)
3.7
5.0
%change
1day
3mth
(0.1)
11.4
0.1
12.8
0.1
12.4
(0.5)
11.4
(0.8)
8.5
(1.0)
8.3
(0.2)
10.7
(1.0)
26.8
%change
1day
3mth
0.6
17.6
(0.6)
3.2
(0.5)
8.1
(0.1)
5.7
(0.2)
11.5

1day
(0.6)
(0.6)
(0.8)
(0.8)
(1.3)
(1.9)
(0.6)
1.1

IT

Lastclose
19,497
5,897
5,922
2,388
7,895
6,583
5,948
19,773

Lastclose
13,973
3,199
1,521
6,327
3,670
7,631
23,357
11,193

Lastclose
2,432
58,077
43,878
1,978
3,283

FMCG

Prvclose

Indianmarket

Sensex
Nifty
BSE100
BSE200
CNXMidcap
BSESmallCap
BSE100Futs
SensexFuts
Developedmarket

DowJones
Nasdaq
S&P500
FTSE
CAC
DAX
HangSeng*
Nikkei*
Emergingmarket

ShanghaiComp
BrazilBovespa
MexicoBolsa
Kospi*
Straits*
*Marketsareopen
Institutionalactivity
(Rscr)
FIIs
MFs
FIIsProv.
MFsProv.
Commodities

Crude(US$/bbl)
Gold(US$/oz)
Copper(US$/mt)
Aluminium(US$/mt)
Zinc(US$/mt)
Currency

Rs/US$
US$/GBP
US$/EUR
Yen/US$
Advance/Declinestocks
(Nos)
Adv
Dec
Unch
A/Dratio(x)*
*A/DexcludingUnch
Tradevalue
(Rscr)
CashNSE
CashBSE
TotalCash
Delivery(%)
Derivatives
BondMarket

10yrGsec
Callrate

News
Corporate snippets

Venus Remedies said it has received approval

from Australian authorities for four of its
facilities, thus enabling the company to export
productsfromthesefacilitiestoAustralia.(BL)
India Cements plans to expand its capacity in
Rajasthanwiththepossibleinvestmentofaround
Rs6.57bn to cater to increasing demand in
GujaratandMadhyaPradesh.(BL)
Biocon has tied up with Mylan for development
and commercialisation of generic versions of its
threeinsulinanalogproducts.(BL)
Aurobindo Pharma has received approval from
the US Food and Drug Administration to market
antidiabetes drug Pioglitazone tablets in the
Americanmarket.(BL)
REC Ltd said it has given a loan of Rs87.75bn to
NTPCLtd.(BL)
Tech Mahindra plans to create a federated
structure for its two merged entities Tech
Mahindra and Mahindra Satyam much along
thelinesoftheparentMahindragroup,mostof
which would be completed by December this
year.(BL)
IndiGo,isplanningadeeperplungeintoregional
operations by launching a separate subsidiary
company.(BS)

Infosys informed the exchanges that it has

receivednodfromtheNewYorkStockExchange
Euronext Paris to list its American Depository
Shares.(BL)
Economy snippets

Amid widening trade gap, the Current Account

Deficit(CAD)thisyearislikelytoexceed4.2%of
GDP recorded in 201112, said Prime Ministers
Economic Advisory Council (PMEAC) Chairman.
(BL)
Wholesale price index (WPI)based inflation for
January touched a threeyear low of 6.62 %,
downfrom7.18%lastDecember.(BL)
Seekingtounfreezeidlegold,theRBItodaymade
thegolddepositschemeofbanksmoreattractive
by lowering the investment time period and
allowing mutual funds to participate in the
scheme.(BL)
Meeting the Cotton Advisory Board's (CAB)
export target of 8 mn bales this cotton year
(October to September) might be a tall order.
(BS)

Resultstable
Rsm
AdityaBirla
Balkrishna
Industries
DLF
Dr.Reddy
GAIL
LICHousing
finance
PageIndustries
SBI
PrimeFocus
TataMotors

A captive 5 MW solar power plant will soon be

setupbyFinolexCablesLtdatitsmanufacturing
facility at Urse near Pune with an estimated
investmentofRs0.4bn.(BS)
CadilaHealthcareLimited,hasreceivedUSFood
andDrugAdministration's(USFDA)finalapproval
tomarketPioglitazone.(BS)
Mahindra & Mahindra (M&M) said it will invest
about US$73.73 mn on its Korean subsidiary
SsangyongMotorCo(SMC),throughsubscription
ofapreferentialallotment.(ET)
Lanco Infratech is in talks with strategic and
financial investors to sell stake in three power
projects separately to raise over Rs25bn after
attemptstosellstakeinitsarmthatownsallthe
unitsfailed.(ET)
Indian Oil Corporation said it will invest Rs100
110bnduringthe201314fiscal.(ET)

Revenues
62,347

YoY%
10.2

PAT
3,232

YoY%
28.1

6,984

(10.3)

744

2.1

13,100
28,652
125,042

(35.6)
3.5
10.7

2,848
3,633
12,849

10.2
(29.2)
17.7

3,697

13.5

2,362

(22.7)

2,162
111,545
1,807
460,895

25.6
(2.7)
(15.1)
1.8

254
33,961
(633)
16,275

27.6
4.1
(340.6)
(52.2)

Technicals
Niftyprice/volume

TradingStrategy

NSE Nifty [N59901] 5933.20, 5940.20, 5884.55, 5896.95, 804648768 -0.61%

Price Avg3(S,100,S,200,S,50)

Log

IRIS

6000

5800

5600

5400
Source : www.SpiderSoftwareIndia.Com
Vol

Cr
100
50.00

12:O

13:J

Dly

Marketsremainedundersellingpressurethroughout
the trading session on Thursday but selling
intensified after Nifty violated the support of 5,910
andclosedbelow5900levels.ThedailyRSIhasbeen
showingextremeoversoldconditionandhencegood
chancesofreboundtowardslevelsof6,000remains
verylikely.Weexpectstrongsupporttoemergenear
5,860.

Support/Resistancelevels*

Nifty
Sensex
CNXIT
CNXBankex
NiftyJunior
*basedonpivotcalculations

Close
5,897
19,497
6,900
12,311
11,844

Support
5,841
19,302
6,839
12,162
11,635

Volumetoppers
Price(Rs)
281
4,526
30
306
69

Price%chg
(1.2)
1.2
(6.8)
0.3
(4.8)

Vol%chg
472
392
389
359
351

Negativebreakout
CMP
129
981
297
441
314
3,073
351
565
465
4,498

10Days
MVGavg
126
959
291
434
309
3,030
346
559
460
4,454

Price%
chg
2.5
2.3
2.0
1.6
1.6
1.4
1.3
1.2
1.0
1.0

Delivery
(%)
50.1
43.5
40.5
56.2
58.3
44.4
77.8
73.8
69.0
96.3

Companyname
IDBIBank
ACC
IRBInfra
MaricoLtd
Cipla
DenaBank
OBC
Albk
ShriramTrans.
ABB

Topgainers
Company
Suzlon
Unitech
PetronetLNG
JetAirways
BritanniaInd.
GAIL
SunTV
UBL
HUL
JainIrrigation

Company
Biocon
AsianPaints
JPPower
CastrolIndia
DishTV

Positivebreakout
ExideInd.
Concor
TataMotors
IndusindBank
GodrejInd
GrasimInd
CoalIndia
PiramalEnt.
HUL
ShreeCement

Resistance
5,930
19,610
6,934
12,402
11,976

Companyname

IDFC (BUY, above Rs154.5, Target Rs161.5, SL

Rs151):IDFConthedailycharthasbeentradingnear
50% retracement support extended from trough
ofRs121 in sep 2012. This support also coincides
with extreme oversold condition in RSI below 35
levelsandithasbeenshowingpositivedivergences.
Theupsideprojectionoftherecoveryisexpectedto
takestockpricebacktowardsRs169innearmonth.
Andhenceriskrewardratiofavorsargumentonthe
longsidefromcurrentlevels.(Duration12days)

CMP
97
1,246
114
211
382
100
295
145
732
624

10Days
MVGavg
101
1,292
118
219
396
104
306
151
760
648

Price%
chg
(3.5)
(3.5)
(3.6)
(3.7)
(3.7)
(3.7)
(3.7)
(3.7)
(3.7)
(3.8)

Delivery
(%)
24.0
51.8
31.8
81.2
68.3
12.4
19.3
30.5
46.1
51.8

Toplosers
Price(Rs)
24
30
152
596
493
335
447
651
465
63

Price%chg
3.7
3.1
2.9
2.0
2.0
2.0
2.0
2.0
1.9
1.8

%YTDchg
28.0
(11.7)
(3.6)
6.5
(1.1)
(6.2)
4.7
(29.8)
(11.5)
(16.1)

Company
JPPower
LICHousFin
Pantaloon
IFCI
UnitedPhos
RelCap
Manappuram
AdaniEnt
DishTV
Sintex

Price(Rs)
30
252
216
30
119
397
35
216
69
57

Price%chg
(6.8)
(5.9)
(5.7)
(5.5)
(5.4)
(5.2)
(5.1)
(4.9)
(4.8)
(4.8)

%YTDchg
(21.1)
(13.5)
(15.9)
(9.7)
(8.8)
(17.2)
4.0
(20.6)
(9.9)
(13.0)

Note:
1. IdeasgivenundertheTechnicalssectionareforintradaypurposeoruptoaperiodofthreetradingsessions.Stocksrecommendedunderthisheadingarenot
necessarilypartofourfundamentalbuyorselllist.
2. DataintheabovetablecomprisesBSE200Indexstocks.

Pivot & Deals

Movingaverage&pivottable(Nifty50)
CMP
Company
(Rs) Support* Resistance*
ACC
1,246
1,220
1,272
AmbujaCem
191
187
194
AsianPaints
4,526
4,430
4,622
AxisBank
1,432
1,373
1,492
BajajAuto
2,003
1,966
2,039
BOB
758
746
770
BHEL
204
200
208
BPCL
387
363
412
BhartiAirtel
312
295
328
CairnIndia
312
306
319
Cipla
382
373
391
CoalIndia
351
344
358
DLF
254
244
264
DrReddy
1,874
1,819
1,930
GAIL
335
324
346
GrasimInd
3,073
3,017
3,130
HCLTech
708
691
726
HDFCBank
675
658
691
HeroMoto
1,670
1,621
1,720
HindalcoInd
111
108
113
HUL
465
450
479
HDFC
816
805
827
ICICIBank
1,126
1,097
1,155
IDFC
155
151
159
INFY
2,813
2,779
2,846
ITC
301
298
304
JPAssoc.
71
69
74
JSPL
390
383
398
KotakBank
665
654
677
L&T
1,441
1,385
1,497
LupinLtd
590
577
603
M&M
901
888
913
Maruti
1,485
1,443
1,527
NTPC
149
147
152
ONGC
322
311
333
PowerGrid
106
99
112
PNB
850
833
867
Ranbaxy
413
395
432
RIL
856
824
889
RelInfra
471
457
484
SesaGoa
163
157
169
Siemens
576
544
608
SBI
2,216
2,122
2,310
SunPharma
779
765
793
TCS
1,448
1,421
1,475
TataMotors
297
286
308
TataPower
95
93
97
TataSteel
381
367
395
UltraCemco
1,953
1,914
1,992
*basedonpivotcalculations

50
DMA
1,369
200
4,406
1,394
2,084
844
227
384
329
326
410
353
244
1,885
354
3,110
656
670
1,828
123
501
824
1,157
171
2,549
293
92
432
658
1,581
599
920
1,540
156
297
114
867
482
861
525
188
657
2,399
733
1,308
304
106
411
1,950

Bulkdeals
200
DMA
1,327
187
3,969
1,160
1,771
740
226
361
299
328
364
349
214
1,732
353
2,944
571
609
1,895
118
489
741
1,001
148
2,437
270
81
419
608
1,469
573
806
1,324
160
278
114
791
506
789
504
182
682
2,163
670
1,284
267
101
405
1,759

Date
14Feb
13Feb
12Feb
11Feb
8Feb
8Feb

8Feb
8Feb
8Feb
8Feb

Indiabulls
Fin
Indiabulls
Fin
MTEducare
SudarInd

B/S
S
S
B

Avg
price
(Rs)
13
1
451

NixonInfraprojects

2,956

SwissFinance
LeenaInvstLlp
Indiabulls
EmployeesWelfare
Trust

B
B

2,493
198

284
112

10,000

284

SwissFinance
LeenaInvstLlp
AtulGoel

S
S
S

8
192
135

284
111
157

Institution
IfciLtd.
SunlightEng
HdfcEquityFund

Insidertrades
Date
30Jan
29Jan
30Jan
31Jan
29Jan
29Jan
29Jan
29Jan
23Jan
25Jan

Company
AXISBank
AXISBank
AXISBank
AXISBank
AXISBank
AXISBank
AXISBank
AXISBank
BajajFinance
BajajFinance

Name
RBammi
SKMitra
SBajaj
SBajaj
UnitedIndiaIns
UnitedIndiaIns
UnitedIndiaIns
UnitedIndiaIns
AnuragChottani
AnuragChottani

B/S
S
S
S
S
S
S
S
S
S
S

Qty
('000)
4
2
1
1
1
2
3
3
1
1

FIIstrades
Scripname
Pantaloon
SouthInd.Bank
PNB
Indusind.Bank
Grasim

Volume('000)
0
0
152
0
4

Price(Rs)
229
26
900
441
3,170

Prem/Disc(%)
6.1
4.2
5.8
0.1
3.4

Price%chg
(2.6)
2.1
(0.5)
0.0
(1.1)
(2.6)
(3.2)
(1.0)
(0.1)
(4.9)
(1.1)
(2.7)

%Prem/Disc
0.2
6.4
5.3
0.1
(1.0)
1.1
0.4
25.2
4.9
(1.1)
2.1
1.0

ADR/GDR

Dr.Reddys
HDFCBk
ICICIBk
ITC
Infosys
Ranbaxy
Reliance
Wipro
SBI
TataMotors
Sterlite
L&T

Globalpivottable
Index
CMP(Rs) Supp1 Supp2
Pivot
Res1
DowJones
13,973 13,933 13,905 13,962 14,002
S&P500
1,521
1,516
1,512
1,520
1,525
DAX
7,631
7,583
7,509
7,656
7,705
HangSeng
23,357 23,297 23,249 23,345 23,405
Nikkei
11,193 11,162 11,112 11,212 11,243
Apivotisalevelatwhichthemarketdirectionchangesfortheday.Thesepoints
canbecriticalsupportandresistancelevelsforthatday.Pivotlevelsareonly
broadindicatorsandnotnecessarilyourviewonthestockorindex.

Scripname
TulipTele
SujanaUniv
SBBJ
Dhanus
Tech
Indiabulls
Fin
MTEducare

Qty
('000)
1,449
1,000
2,428

Latest(US$)
34.8
40.0
44.0
5.6
51.6
7.7
31.9
9.2
86.2
27.3
7.4
27.0

NSE Derivatives
Niftysnapshot

Long unwinding was seen in BankNifty future

Nearmonthprice
NearmonthPre/Disc
Midmonthprice
MidmonthPre/Disc
OI*(000)
Volume(000)
PCR(OI)
PCR(Vol)
Rollover(%)
VIX

which shed ~0.01mn shares in open interest,

whilefreshshortwereseeninNiftyfuture.
OnNiftyOptionside,maximumopeninterestfor

Callisat6,100strike,whileforthePutisat5,900
strike.
Call writing was seen in Nifty Feb 6,000 strike

whichadded~0.65mnsharesinopeninterest.
Put unwinding was seen in Nifty Feb 5,900 put

(Rscr)
IndexFutures
IndexOption
StockFutures
StockOptions

FreshShortwaswitnessedinTextile,Metalsand

Telecom.

Stocks in Ban period: Welcorp, PunjLlyod, Suzlon,

IRB,Renuka,HDIL.

Buy
1,072
11,952
2,026
2,900

12,000

Net
(390)
184
339
67

Contracts
14,511
13,153
(9,675)
5,789

OI%chg
5
1
(1)
6

Call

Put

OIin('000)

10,000
8,000
6,000
4,000

2,000
0
5600

5700

5800

5900

6000

6100

6200

6,000
5,800
5,600
5,400
5,200
5,000
4,800
4,600
4,400

Hotels

Telecom

Textiles

Sugar

Power

Pharma

Oil&Gas

31Jan13

Metals

8Jan13

Media

Realty

Infra

Technology

FMCG

Fertilizers

Cement

Capital
Goods

Strategies
Long Mcleod Russel February future above
Rs351 for the Target price of Rs361 with a Stop
lossplacedatRs346.
Lotsize:1000
Remarks: Net maximum profit of Rs10,000 and
netmaximumlossofRs5,000.

Niftyopeninterestchart

OIcont('000)
Nifty
600

400

200

0
13Dec12
19Nov12

SectorwiseOI

6
4 %chg
2
0
(2)
(4)

Finance

Sell
1,462
11,768
1,687
2,833

Niftystrikesopeninterest

Banking

%Chg
(0.6)
(9.7)
(0.6)
6.9
4.9
6.5
(0.7)
(8.6)
0.1
(0.3)

FIIderivativedata

whichshed~0.14mnsharesinopeninterest.

Auto

Current
5,900
3.3
5,932
34.9
16,356
9,599
1.0
1.0
14.0
15.1

NSE Derivatives
Futuresopeninterestgainers
Scrip
Bhusanstl
Ster
Dishtv
Bhartiartl
Tatamotors
Relcapital
Ultracemco
Wipro
Titan
Techm
Bpcl

OI('000)
437
29,592
23,324
7,689
20,496
10,374
912
3,084
4,339
837
5,195

%change
15.1
10.6
8.7
7.3
7.2
6.7
6.5
5.3
5.0
4.9
4.6

CMP(Rs)
455
99
69
313
297
399
1,949
397
269
1,000
389

%change
(0.6)
(1.1)
(4.9)
(4.1)
(2.6)
(5.3)
0.4
(3.3)
(0.7)
(0.5)
(3.4)

Volume('000)
132
17,492
7,260
4,908
13,512
12,640
117
1,828
1,643
462
2,889

%change
204.7
137.8
216.8
14.0
(19.0)
24.5
(21.6)
60.4
(24.1)
21.5
80.1

Prem/Disc(Rs)
8.1
(0.5)
0.0
(1.4)
0.0
(1.6)
4.1
(1.3)
0.1
2.4
(2.1)

OI('000)
2,720
3,976
6,052
5,276
5,422
1,172
2,796
2,122
17,064
2,133
3,492

%change
(13.2)
(13.0)
(11.1)
(10.2)
(9.7)
(8.7)
(8.4)
(8.3)
(7.4)
(6.6)
(6.5)

CMP(Rs)
281
152
228
214
145
929
70
448
381
901
233

%change
(1.3)
2.7
(0.4)
(1.5)
1.1
(3.9)
(0.9)
1.7
1.1
0.3
(0.4)

Volume('000)
1,403
1,640
7,384
5,812
5,314
1,381
2,236
1,541
16,125
1,599
3,926

%change
265.4
34.0
119.2
43.2
(11.4)
131.6
6.7
(21.6)
47.5
13.0
11.7

Prem/Disc(Rs)
(0.1)
0.0
0.1
(0.3)
(0.2)
0.0
0.1
(1.1)
(0.6)
(0.2)
(0.3)

Futuresopeninterestlosers
Scrip
Biocon
Petronet
Zeel
Pfc
Albk
Finantech
Ptc
Suntv
Tatasteel
M&M
Unionbank

Mostactivestockcalls
Scrip
Sbin
Sbin
Sbin
Sbin
Sbin
Sbin
Sbin
Reliance
Dlf
Jpassociat

Strike
2300
2250
2400
2350
2500
2200
2450
880
270
75

Mostactiveniftycalls
Expiry
Feb
Feb
Feb
Feb
Feb
Feb
Feb
Feb
Feb
Feb

OI('000)
1,101
537
1,259
770
1,393
204
715
806
1,572
8,052

%change
53.3
131.5
19.4
38.3
18.5
694.6
14.3
47.0
24.0
7.8

CMP(Rs)
21
36
7
12
3
57
5
7
3
1

%change
11.3
123.4
80.3
(36.0)
58.8
98.9
(26.0)
20.5
47.0
11.7

CMP(Rs)
40
11
22
68
6
3
103
4
2
6

Mostactivestockputs
Scrip
Sbin
Sbin
Sbin
Sbin
Sbin
Sbin
Sbin
Tatamotors
Tatasteel
Dlf
*OI= Open Interest

Strike
2200
2100
2150
2250
2050
2000
2300
280
360
250

Strike
6000
5900
6100
6200
5800
6300
6000
6200
6100
6300

Expiry
Feb
Feb
Feb
Feb
Feb
Feb
Mar
Mar
Mar
Mar

OI('000)
6,316
3,429
7,978
6,427
957
3,755
1,925
1,635
2,224
1,315

%change
11.5
21.1
4.4
(11.6)
22.6
(3.3)
13.0
(0.4)
0.7
(0.7)

CMP(Rs)
23
59
7
3
120
1
79
24
44
13

OI('000)
7,804
6,346
7,077
3,458
4,708
2,088
1,351
2,365
3,309
1,791

%change
(1.8)
1.0
4.8
(6.1)
(5.4)
73.4
(9.4)
2.6
1.7
(6.9)

CMP(Rs)
66
29
10
127
3
2
210
102
64
39

Mostactiveniftyputs
Expiry
Feb
Feb
Feb
Feb
Feb
Feb
Feb
Feb
Feb
Feb

OI('000)
706
429
392
354
332
227
281
2,713
1,232
1,076

Strike
5900
5800
5700
6000
5600
5500
6100
5900
5800
5700

Expiry
Feb
Feb
Feb
Feb
Feb
Feb
Feb
Mar
Mar
Mar

BSE Derivatives
Fresh Shorts was seen in Sensex future and BSE100
future which added 120cont and 1150cont in open
interest.

Onoptionfront,SensexFeb20,400strikecallwhich
added 3480cont in open interest has seen writing,
whileputbuyingwasseenatFeb19,800strikewhich
added1500continopeninterest.

Marketsummary

BSEDerivativessnapshot

Current

%Chg

Sensexfutureprice

SensexfuturePre/Disc

5,948

(0.6)

BSE100FuturePre/Disc

26.1

0.4

BSE100FutureOI*(Cont)

393

6.2

Bse100FutureVol(Cont)

93

102.2

BSE100Futureprice

FIIderivativedata

(RsLacs)
IndexFuture

Cont
Traded
3,122

No.of
Trades
2,522

Turnover
9,185

OI(Cont)
26,802

(RsLakhs)
IndexFutures

Buy
0

Sell
0

Net
0

OI
(Cont)
0

OI
Value
0

IndexOption(Call)

85,101

2,964

2,56,190

29,688

IndexOption

3,008

8,861

IndexOption(Put)

1,44,902

3,594

4,20,062

25,134

StockFutures

EquityFuture

1,127

560

2,607

396

StockOptions

EquityOption(Call)

5,388

482

17,052

EquityOption(Put)

4,580

307

11,571

SensexFutvsNIFTYFut
SENSEXfutur

20,400
20,200
20,000
19,800
19,600
19,400
19,200
19,000
18,800
Nov12

BSE100FutvsNIFTYFut
NIFTYFuture

6,200

6,300
6,200
6,100
6,000
5,900
5,800
5,700
5,600
5,500
5,400
5,300
5,200
5,100

6,000
5,800
5,600
5,400
5,200
5,000
Dec12

Jan13

Feb13

Nov12

BSE100Future

Dec12

NIFTYFuture

Jan13

Feb13

BSE100Futures
18200

OI(Cont)

Close

6,400

16200

6,200

14200

6,000
5,800

12200

5,600

10200

5,400

8200

5,200

6200

5,000

4200

4,800

2200

4,600
4,400

200
19Nov12

Note:OI=OpenInterestCont=Contracts

13Dec12

8Jan13

31Jan13


Dheeraj

Management Mantra

Aggarwal, CFO, Venus Remedies Ltd

Dheeraj Aggarwal, CFO, Venus Remedies Ltdis an all India rank holder Chartered
Accountant with near 17 years of experience and also holds an executive management
degreefromUBSPunjabUniversityChandigarh.

HehasexperienceintheareasofProject&BankFinancing,Exchangeriskmanagement,
taxation,accounting,MISandfinancialmanagementpractices.

WhatisyouroutlookonPharmaindustry?
Pharma industry is doing pretty good .Whatever negative might be happening on global level, but people
cannotreducespendonhealthcare.Thewaymorediseasesarecomingup,itneedsvariouskindofmedication
andpharmasolutions.Hence,scopeforindustryisveryhuge.Theglobalindustryispoisedtogrowataround7
8%.Indiaisgrowingat1718%ingenericsmarketandisincreasinghandsomely.Animportantchangethathas
happenedinthepastfewyearsisthatIndiancompaniesarereadytospendonR&Dandarecomingoutwith
newmoleculesandnewdrugdeliverysolutions.

Whatistheproductpipelineunderdevelopment?
We are research oriented company. About 27% of revenue comes from new products developed by our
ResearchandDevelopmentteam.Overthenext3years,weplantoincreaseR&Dshareofrevenueat4550%.
Weareplanningaround3newproductseachyearandpipelineisveryrobusttocatertothisobjective.

CommentonyourCapexplans?
MostofcapexisgoingtowardsR&D.Wearewellequippedwithmanufacturingcapacitiesandmaynotneed
anysubstantialinvestments.Wehave9facilitiesatBaddiandPanhckulatotallingacapacityof100Mnunitsper
annum.

Areyoulookingforstrategicalliancesglobally?
We are looking at strategic alliance with global Pharma companies in Europe, USA,Japan and emerging
countries.WehavealreadygivenmandatetooneoftheBigfourconsultantstohelpusinthisregard.Weare
interestedintieupwithaCompanywhohasagoodmarketpresenceinthesegmentswhereourR&Dproducts
can cater. We have strengthened research security by acquiring patents in the desired territories. Thus, out
licensingtheseproductsshouldbeeasy.

HowmuchtimeitwilltakeforPhaseIIIofnewchemicalentityforcancerdetection,tolaunch?
ThecompanyannouncedthatithasreceivedapprovalfromDrugsControllerGeneral,India(DCGI)toconduct
PhaseIII Clinical Trials of its cancer detection NCE (New Chemical Entity). After thorough screening by IND
committeefortheinvestigationalNewChemicalEntityVRP1620,DCGIhasfoundClinicalPhaseIandPhaseII
datasatisfactoryandthusgrantedpermissiontoconductPhaseIIIClinicalTrialsonthemolecule.

ThemoleculeisforearlycancerdetectionandthisleaptowardssuccessfulPhaseIIIwillmakeVenuspioneers
among the companies working and providing innovative solution for cancer detection. Venus is planning to
launchthisNCEbylastquarterof2013inIndiaforthefirsttimeglobally.

WeareexcitedaboutthisNCEmolecule,asthisisourfirsteversuccessinPhaseIandIIandwelookforwardto
meeting the otherwise unmet market need. It will take another year for PhaseIII completion. We have
committedtoourgrowth,whichareledbyR&Dproduct.OncologymarketisUS$80bnandcancerdetectionis
US$5bn.

January15,2013

ManagementMantra

Venus Remedies Ltd

Yourmessagetoourshareholders?
We are definitely unique company having 360 patents applications worldwide and received more than 80
patentsgrantsfromCanada,Europe,Japan,US.

We are committed for a sustainable long term growth. Thus, our stakeholders should have faith in the R&D
capabilitiesandlongtermstoryofVenus.

Briefusaboutyourfinancials?
CompanyhaspostednetprofitofRs160mninthethirdquarteroffinancialyear201213.

Totalincomeincreased17.5%toRs1126mnfromRs958mnduringthesameperiod.

Mutual Funds
Fundfocus
UTIOpportunitiesFund

Invest

Fundmanager
LatestNAV
NAV52high/low
LatestAUM
Class
Options

AnoopBhaskar
Rs31.5
Rs32.5/24.8
Rs3,540cr
Equitydiversified
Growth&dividend

Mininvestment
Entryload
Exitload
Benchmark
Assetallocation
Expenseratio

Rs5,000
Nil
1%before1year
BSE100
Equity(92%),Cash(8%)
1.94%

TopRecommendedFunds
EquityDiversified/Largecap

NAV
(Rs)

1wk

1mth

3mth

6mth

1yr

2yr

3yr

5yr

3,075

99.5

(0.63)

(1.18)

6.14

15.75

18.63

20.37

31.26

52.44

27

11.2

(2.31)

(3.90)

2.35

8.79

3,540

31.5

(1.09)

(1.41)

1.35

9.38

10.69

24.48

39.97

65.16

2,503

56.2

(1.13)

(3.81)

4.13

11.48

16.95

22.80

37.95

2,756

18.1

(0.91)

(3.80)

2.59

9.55

13.07

28.16

46.91

1,395

21.0

(1.88)

(4.79)

0.71

9.00

18.74

24.89

38.57

18.6

(1.01)

(2.85)

3.65

13.90

17.84

17.41

28.13

Birla SL Frontline Equity Fund(G)

IIFL Dividend Opp Index Fund(G)
UTI Opportunities Fund(G)

EquityMidcap
HDFCMidCapOppFund(G)
ICICIPruDiscovery(G)
IDFCSterlingEquityFund(G)

EquityTaxsaving
FidelityTaxAdvantage(G)
HDFCTaxSaver(G)
ICICIPrudentialTaxPlan(G)

Hybrid
DSPBRBalancedFund(G)
HDFCPrudenceFund(G)
ICICIPruBalancedFund(G)

DebtMoneymarket
BirlaSLSavingsRet(G)
RelianceMoneyManager(G)
UTITreasuryAdvantageReg(G)

DebtFloatingrate
ICICIPruFloatingRateB(G)
KotakFloaterLTP(G)
TataFloaterFund(G)

(Absolutereturns(in%)arebasedonpreviousclose)

Assets
(RsCr)

100.1
8
69.17

777

32.66

3,583

239.0

(1.43)

(3.52)

4.26

11.71

7.87

8.94

24.81

45.51

1,521

155.6

(0.88)

(3.48)

4.28

12.58

13.84

17.21

30.25

58.87

637

70.3

(0.95)

(3.37)

1.51

8.06

7.28

12.84

22.82

46.84

6,427

234.2

(1.27)

(3.92)

2.60

10.37

9.60

17.03

36.05

71.08

410

56.3

(0.35)

(0.95)

5.40

14.75

16.00

29.73

43.53

42.44

44.18

6,779

214.8

0.15

0.72

2.11

4.24

9.37

19.40

26.21

12,279

129.9

0.14

0.67

1.98

3.97

8.75

18.18

24.63

5,139

14.8

0.14

0.68

2.10

4.29

9.53

19.62

26.72

12,279

188.9

0.14

0.64

1.93

3.87

8.59

17.66

24.12

40.97

5,051

18.4

0.15

0.63

2.09

4.39

9.41

19.69

26.99

46.09

3,970

1,737.5

0.16

0.71

2.16

4.36

9.51

19.84

27.30

46.55

45.68

NFOUpdate
KotakQIPSeries7
IDBIFMPSeriesIII367D(Feb2013)A
HDFCFMP372DFebruary2013(1)

Open
20Feb
18Feb
20Feb

Close
21Feb
25Feb
25Feb

Type
CE
CE
CE

Category
Debt FMP
Debt FMP
Debt FMP

#OE:OpenEnded,CE:CloseEnded

RecentActions
FranklinTempletonFTFSerXVdeclaresdividend.TherecorddatehasbeenfixedasFebruary22,2013.
IDFCFMPYS49declaresdividend.TherecorddatehasbeenfixedasFebruary19,2013.
BirlaSLdeclaresdividendunderBSLFTPSrEK,BirlaSL95andBirlaSLDividendYieldPlus.Therecorddatehasbeen

fixedasFebruary18,2013.
DSPBlackRockTaxSaverdeclaresdividend.ThequantumofdividendshallbeRs.1.5perunit(15%).Therecorddate

hasbeenfixedasFebruary15,2013.

Disclaimer:MutualFundissubjecttomarketrisk,pleasereadtheofferdocumentcarefullybeforeinvesting.

Exchange Traded Funds (ETFs)

Fundfocus
IIFLNIFTYETF

Invest

Fundmanager
LatestNAV
NAV52weekhigh/low
LatestAUM
Bloombergcode
Type
Class

ManishBandi
Rs600.4
Rs600/437
Rs18.7 cr
IIFLNFTIN
Openended
EquityETF

Options
Mininvestment
Benchmark
Downsiderisk
Trackingerror
Expenseratio
Exitload

Growth
1unit
S&PCNXNIFTY
0.37%
1.48%
0.25%
0%

TopRecommendedETFs
Absolute(%)
AUM Bloomberg
SchemeName
(Rscr) Code
Category:EquityExchangeTradedFunds
IIFLNiftyETF
19 IIFLNFTIN
GSNiftyBeES
541 NBEESIN
KotakNiftyETF
42 KONIFTYIN
MOStSharesM50
84 MOSTM50IN
MOSETF
MotilalOswalMOSt
184 MOST100IN
SharesMidcap100ETF
GSJuniorBeES
89 JBEESIN
MotilalOswalMOSt
SharesNASDAQ100
62 MOSTNDXIN
ETF
Category:GoldExchangeTradedFunds
GSGoldBeES
3,334 GBEESIN
RelianceGoldETF
3,040 REGOLDIN
KotakGOLDETF
1,251 KOGOLDIN
HDFCGoldETF
790 HDFCGOLDIN
ICICIPruGoldETF
201 ICPGOLDIN
SBIGoldETF
1,337 SGETSIN
UTIGoldETF
736 UTIGOLIN
Category:Liquid
GSLiquidBeES
Category:BankingETF
KotakPSUBankETF
RelianceBankingETF

Latest
NAV(Rs)

6
mth

1yr

2yr

SI* SI*Benchmark
3yr Benchmark Name

600.4
601.5
609.1

(0.3)
(0.3)
(0.3)

4.4
4.3
4.3

11.2
11.1
11.1

11.5
9.3
11.2

0.0
12.1
13.9

0.0
24.2
26.2

S&PCNXNifty
S&PCNXNifty
S&PCNXNifty

79.9

(3.5)

1.6

8.3

7.8

6.5

0.0

S&PCNXNifty

8.2

(6.4)

1.0

9.6

6.7

9.1

0.0

CNXMidcap

121.1

(3.3)

5.8

17.6

16.4

16.4

20.5

148.4

(0.7)

5.2 (1.2)

18.1

0.0

0.0

2,879.5
2,814.6
2,890.2
2,949.0
2,967.7
2,950.2
2,892.1

(0.6)
(0.6)
(0.6)
(0.6)
(0.6)
(0.6)
(0.6)

7.4
7.4
7.4
7.4
7.4
7.5
7.4

45.8
46.5
46.4
46.1
45.8
46.7
46.5

79.3
80.4
80.1
0.0
0.0
80.5
80.3

17.3

364.4 (10.0)
2.7 19.8 (1.6) (13.8)
15.8
1,296.0 (2.0)
6.8 18.6 19.6 21.2
51.5

0.0
0.0

551 LBEESIN

1,000.0

11 KOPSUBIN
12 RBETFIN

1
3
mth mth

0.5

(5.1)
(5.2)
(5.2)
(5.2)
(5.1)
(5.2)
(5.2)

0.2
0.2
0.2
0.2
0.2
0.3
0.2

1.5

2.9

5.9

12.5

CNXNiftyJunior
Nasdaq100

GoldIndia
GoldIndia
GoldIndia
GoldIndia
GoldIndia
GoldIndia
GoldIndia

CrisilLiquidFund
Index

CNXPSUBank
CNXBank

*SinceInception
th
Calculationason13 February,2013

AboutETFs
ETFsareessentiallyindexfundsthatarelistedonanexchangeandtrackthepriceperformanceofthetarget
indexclosely.TheETFtradingvalueisbasedonthenetassetvalue(NAV)oftheunderlyingstocksinthetarget
index.E.g,aNiftyETFwilllooktoreplicateCNXNiftyreturns.

ETFs are popular world over with nearly 60% of trading volumes on the American Stock Exchange (AMEX)
capturedbyalltypesofETFs.AttheendofJune2011,theglobalETFindustrycomprised2,825ETFsfrom146
providerson49exchangesaroundtheworldwithtotalassetsofUS$1.49trillion.

ETFadvantages
Diversification benefit In case of Nifty ETF, you own the complete basket of 50 stocks and remain
diversified.
LowcostofinvestmentThepassiveinvestmentstylewithlowturnoverhelpskeepcostslow.ETFsare

knowntohaveamongthelowestexpenseratioscomparedtoothersschemes.

Disclaimer:MutualFundissubjecttomarketrisk,pleasereadtheofferdocumentcarefullybeforeinvesting.

House Recommendations
HouseRecommendations
The large cap Buys and Sells are relative outperformer and underperformer bets visvis the Nifty
respectively. Reduce portfolio weight in stocks with Sell rating. Midcap Buys are based on absolute return
expectations.

TopLargecapBuys
Stock
Maruti
UnitedSpirits
HDFCBank
ICICIBank
ACC
ITC
Wipro
HindalcoInds
CairnIndia
DrReddys
Wockhardt

Sector
Automobiles
Breweries
Financials
Financials
Cement
FMCG
IT
Metals
Oil&Gas
Pharmaceuticals
Pharmaceuticals

SectorView*
Underweight
Overweight
Equalweight
Equalweight
Overweight
Equalweight
Equalweight
Equalweight
Equalweight
Overweight
Overweight

CMP(Rs)
1,485
1,894
675
1,126
1,246
301
396
111
312
1,874
1,732

Source:IndiaInfolineResearch
*RelativetoNiftycomposition

BestMidcapBuys
Stock
ApolloTyres
INGVysya
LICHousingFin
JKLakshmi
GCPL
FinancialTechnologies
PetronetLNG
AurobindoPharma
Cox&Kings
Talwalkars
Source:IndiaInfolineResearch

Sector
Automobiles
Financials
Financials
Cement
FMCG
IT
Oil&Gas
Pharmaceuticals
Others
Others

CMP(Rs)
85
580
252
130
711
930
152
182
130
162

MCap(Rsbn)
42.8
89.5
127.2
15.9
241.8
42.8
113.6
53.0
17.7
4.2

MCap(Rsbn)
429.1
247.8
1,600.8
1,295.0
233.9
2,370.5
974.7
211.8
596.7
318.2
189.8

Event Calendar
Monday

Tuesday

Wednesday

Thursday

Friday

Saturday

February01
IndiaDecMarkit
manufacturingPMI

BhartiAirtel,BHEL,
HCC,IDFC,Marico,
MCX,AdaniEnt,3i
Infotech

February02

BergerPaints,
Onmobile

February04

BOB,Escorts,Jain
Irrigation,JKCem,
JubFood,KFA,REC,
TajGVK,United
Spirits,TilaknagarInd

February05
IndiaDecMarkit
servicePMI

DSKulkarni,GTL,JB
Chem,Jindal
Stainless,NHPC,
PhillipsCarbon,m
UCOBank,United
Bank

February06

ApolloTyres,JK
Lakshmi

February07
Q1annualGDPgovt
estyoy%

ACC,AmbujaCem,
ApolloHospital,
BombayDyeing,
MRF,Talwarkar,
NDTV,Pfizer,Anant
Raj

February08

Cadila,CUB,Cox&
Kinbgs,GSPL,Emami,
GMRInfra,GVK
Power,TataChem,
SunPharma,
Hindalco,M&M,.
MaxIndia,NCC

February09

DBRealty,Tata
Comm,IGL

February11
IndiaJanimport&
exportYoY%(1215
Feb)

Britannia,Hexaware,
JPAssociates,ONGC,
PunjLloyd,Sadbhav
Eng,TataPower,
Voltas,AIAEng

February12
IndiaIIPDec

CESC,HPCL,HT
Media,JindalSteel,
LITL,OilIndia,Opto
Circuit,PowerGrid,
SAIL

February13

TataSteel,Unitech,
BPCL,CoalIndia,
Educomp,IOC,JSW
Steel,MMTC,NMDC,
PTCIndia

February14
Janmonthly
inflationdata

SBI,HDIL,Aditya
Birla,BajajHind,
IndiaCem,Crisil,Dr
Reddys,GAIL,IVRCL,
LICHousing,Patel
Eng,SCI,Suzlon,Tata
Motors

February15

GlaxoConsumer

February16

February18

February19

GlaxoSmithkline
Pharma

February20

Nestle

February21

ABB,GujaratPipavav

February22

February23

February25

February26

Ranbaxy,BataIndia

February27

February28
Mphasis

UnionBudget

Blue:Economicdata,Black:results

Recommendationparametersforfundamentalreports:
BuyAbsolutereturnofover+10%
MarketPerformerAbsolutereturnbetween10%to+10%
SellAbsolutereturnbelow10%

Publishedin2013.IndiaInfolineLtd2013

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