Sectoral Indices. Crude Oil closed at US$ per barrel and Rupee closed at Rs against each US$. EQUITIES DERIVATIVES COMMODITIES*

Transcription

1 s Phone : research@shriraminsight.com Shriram Market Analysis and Research Team For Private Circulation Only mart TUESDAY AUGUST Indian Market S&P CNX Nifty % SENSEX % Exchange Turnover (Rs. in Crore) MARKET CURRENT Previous NSE Cash NSE F&O Previous FII Positions(In Crore) ACTIVITIES Cash F&O NET BUY NET SELL Economic News Sectoral Indices BSE BANKEX % BSE IT % BSE CG % BSE OIL & GAS % BSE FMCG % BSE AUTO % BSE HC % BSE POWER % BSE METAL % Top Gainers INFY % BOSCHLTD % TECHM % ZEEL % TCS % Asia Pacific Markets Nikkei % HangSeng % Straits Times % Shanghai % Kospi % Jakarta % Taiwan % KLSE Composite % All Ordinaries % Top Losers TATASTEEL % SBIN % TATAMOTORS % HINDALCO % COALINDIA % Crude Oil closed at US$ per barrel and Rupee closed at Rs against each US$. Corporate News Reliance Communications Limited ( NSE : RCOM ) announced a series of innovative INDIA-UNLIMITED tariff plans exclusively for its pre-paid and post-paid customers across the state of Gujarat, and across all technologies. Bharti Airtel Limited ( NSE : BHARTIARTL ) said it has reduced rates of its home broadband plans by up to 30% for all new activations as the company won t be charging any premium for higher speed. ICICI Bank Limited ( NSE : ICICIBANK ) said it would charge small ticket home loan at its base rate- which now stands at 9.70%. The bank said that under the new scheme - ICICI- Saral Rural Housing Loan- loans can be availed by rural women between Rs0.5mn and Rs1.5mn for which the bank will charge a floating rate home loan of 9.70%. Tata Motors Limited ( NSE : TATAMOTORS ) said that the company s-owned Land Rover announced that the first new member of the Discovery family, the new Discovery Sport, will be launched in India on September 2. Vedanta Limited ( NSE : VEDL ) is reportedly planning to recommence iron-ore mining operations from August 10, 2015 at its biggest mine at Codli in Sanguem taluka in Goa. The company has received approval to extract a total of 5.5 million metric tons. GAIL (India) Limited ( NSE : GAIL ) will hold stake in the four-nation company being set up to build the Turkmenistan-Afghanistan-Pakistan-India (TAPI) gas pipeline as global firms have so far shunned the USD 7.6 billion project. Lanco Infratech Limited ( NSE : LITL ) confirmed that it is in talks with strategic investors to sell its 500 megawatt hydro-electric power plant in Sikkim. Redington (India) Limited ( NSE : REDINGTON ) has been appointed by Xiaomi, a leading smartphone vendor, for distribution of their smartphones in a number of cities across India. The Company expect this to significantly improve the Company s smartphone offering to the aspirational consumers. *Through Insight Commodities & Futures Pvt. Ltd. EQUITIES DERIVATIVES COMMODITIES* DP SERVICES MUTUAL FUNDS RESEARCH SHRIRAM INSIGHT SHARE BROKERS LTD. CK-5, Sector-II, Saltlake City, Kolkata Tel : , , Fax : (033) research@shriraminsight.com

2 Global News People s Bank of China lowered the value of the yuan. This led to the yuan sliding 1.3% to yuan per dollar in Shanghai at 10:06 local time. The bank set the value of yuan at a dollar, 1.9% lower than Monday s ( ) official fixing rate. Eurozone economic sentiment improved in August. The corresponding index gained 4.9 points to Likewise, the current conditions index rose 4.1 points to points. Market Talk Domestic car sales rise 17.47% in July India s domestic passenger car sales rose per cent to 162,022 units in July, from 137,922 units in the same month of last year, according to SIAM. Domestic Sales The sales of Passenger Vehicles grew by 7.46% in April-July 2015 over the same period last year. Within the Passenger Vehicles, Passenger Cars grew by 10.68% while Utility Vehicles and Vans declined by (-) 0.32% and (-) 1.43% respectively during April-July 2015 over the same period last year. Exports In April-July 2015, overall automobile exports grew by 8.59%. Passenger Vehicles, Commercial Vehicles, Three Wheelers and Two Wheelers registered a growth at 2.94% 24.37% 28.96% and 6.33% respectively in April-July 2015 over April-July Result Announcement PROFIT AFTER TAX TOTAL SALES / INCOME COMPANY PERIOD CURR PREV CHANGE CURR PREV CHANGE Bosch Limited Q1FY16(YOY) % % IFCI Limited Q1FY16(YOY) % % Reliance Power Limited ( Consolidated ) Q1FY16(YOY) % % Tata Steel Limited ( Consolidated ) Q1FY16(YOY) #DIV/0! #DIV/0! PROFIT AFTER TAX NET INTEREST INCOME COMPANY PERIOD CURR PREV CHANGE CURR PREV CHANGE State Bank of India ( Consolidated ) Q1FY16(YOY) % %

3 Index Chart Indian market ended lower as Sensex fell below the psychological 28,000 mark lead with Metal, Banking and Auto counters acting as dampener of sentiment. While Nifty closed at 8,462.35, down points while as the Sensex lost points, ending the day at NSE Nifty touched an intra-day high of 8, and low of 8, while BSE Sensex touched an intra-day high of and low of Top gainer was INFY ( 2.13% ), BOSCHLTD ( 2.12% ), TECHM ( 1.83% ), ZEEL ( 1.27% ) and TCS ( 1.25% ). Top losers were TATASTEEL ( -5.49% ), SBIN ( -4.93% ), TATAMOTORS ( -4.29% ), HINDALCO ( -4.22% ) and COALINDIA ( -3.74% ). BSE Metal down 3.52% folllowed by Realty, Bankex and Auto, down %. BSE Midcap Index was down 0.46% and BSE Smallcap Index moved 1.13% lower. Asian markets fell broadly while European edged lower. Nifty may find support at around 8418, 8372 and resistance at around 8533, INDEX LTP PTS. CHANGE CHANGE(%) SENSEX % CNX NIFTY 8, % CNX NIFTY JUNIOR 21, % LIX 15 3, % INDIA VIX % CNX 100 8, % CNX 500 7, % CNX MIDCAP 14, % NIFTY MIDCAP 50 3, % CNX SMALLCAP 5, % CNX 200 4, %

4 Bulk Deals DATE SCRIPS NAME BUYER/SELLER BUY/ AVERAGE QNTY. SELL RATE 10-Aug-15 GHCL R.B.A.FINANCE & INVT. CO BUY Aug-15 SHYAMCENT INFOREV SOFTWARE PRIVATE LIMITED BUY Aug-15 SHYAMCENT NARANTAK DEALCOMM LTD. BUY Aug-15 SUBEX ADROIT FINANCIAL SERVICES PRIVATE LIMITED BUY Aug-15 SUBEX JMP SECURITIES PVT LTD BUY Aug-15 ONELIFECAP JHAVERI TRADING AND INVESTMENT PVT LTD SELL Aug-15 SHYAMCENT BRIJ BHUSHAN AGARWAL(SUBHAM AGARWAL) SELL Aug-15 SHYAMCENT PONNI TREXIM PRIVATE LIMITED SELL Forthcoming Event Board Meetings as on 12/08/2015 Aditya Birla Nuvo Limited Results Ashok Leyland Limited Results Ashok Leyland Limited Results Aurobindo Pharma Limited Results/Dividend Bank of Maharashtra Results Cadila Healthcare Limited Results City Union Bank Limited Results Coal India Limited Results Dhanlaxmi Bank Limited Results Hinduja Global Solutions Limited Results/Dividend Honda Siel Power Products Limited Results Hotel Leela Venture Limited Results/Others IDBI Bank Limited Results Jindal Steel & Power Limited Results Jubilant Industries Limited Results Lovable Lingerie Limited Results/Others Max India Limited Results Maxwell Industries Limited Results Merck Limited Results MOIL Limited Results Natco Pharma Limited Results/Others National Aluminium Company Limited Results Oil India Limited Results Reliance Infrastructure Limited Results Voltas Limited Results Corporate Actions as on 12/08/2015 BASF India Limited Dividend - Rs. 4/- Per Share (Book Closure Start Date Revised). Lumax Auto Technologies Limited Dividend - Rs 7/- Per Share

5 Derivatives Watch SYMBOL Expiry Prev. Change Change Open Prev. Open Change Change Date LTP LTP in Price Interest* Interest in OI * NIFTY 27-Aug % % INFY 27-Aug % % RELIANCE 27-Aug % % SBIN 27-Aug % % ICICIBANK 27-Aug % % HDFCBANK 27-Aug % % HDFC 27-Aug % % ITC 27-Aug % % LT 27-Aug % % BHEL 27-Aug % % * figures show no of contracts Nifty August series futures witnessed a fresh short position build up. Open Interest has been increased by contracts at the end of the day. Long position build up for the August series has been witnessed in INFY. Short position build up for the August series has been witnessed in RELIANCE, SBIN, ICICIBANK, HDFCBANK, HDFC. Unwinding of position for the August series has been witnessed in LT, BHEL, ITC. D I S C L A I M E R This document has been prepared by Shriram Insight Share Brokers Ltd. and is meant for sole use by the recipient and not for circulation. This document is not to be reported or copied or made available to others. The information contained herein is from sources believed reliable It should not be considered to be taken as an offer to sell or a solicitation to buy any security or as an official confirmation of any transaction. We do not represent that it is accurate or complete and it should not be relied upon as such. This document is prepared for assistance only and is not intended to be and must not alone be taken as the basis for an investment decision. The investments discussed or recommended in this report may not be suitable for all investors. Shriram Insight Share Brokers Ltd stock Recommendation Service is a general recommendation service and is not to be construed as an individual investor specific Portfolio Management and Advisory Service. The user assumes the entire risk of any use made of this information. Each recipient of this document should arrive at an independent evaluation of an investment in the securities of companies referred to in this document and should consult its own advisors to determine the merits and risks of such an investment. Shriram Insight Share Brokers Ltd shall not be responsible for any loss or liability incurred to the user as a consequence of his or any other person on his behalf taking any investment decisions based on the information, recommendations, research reports, analysis, quotes, etc. provided on the web site Shriram Insight Share Brokers Ltd and its affliated company (ies), their directors and employees may; (a) from time to time, having a long or short position in, and buy or sell the securities of the company (ies) recommended. (b) be engaged in any other transaction involving such securities and act as a market maker in the securities of the company (ies) or lender / borrower to such company (ies) or may have any other potential conflict of interests with respect to any recommendation and other related information and opinions. Shriram Insight Share Brokers Ltd shall also not be liable for errors, omissions or typographical errors, disruption delay, interruption, failure, deletion or defect of/in the Service provided by it. All Users of the Service in countries other than India understand that by using the Service, they may be violating the local laws in such countries. If the User chooses