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

Transcription

1 s Phone : research@shriraminsight.com Shriram Market Analysis and Research Team For Private Circulation Only mart TUESDAY JULY 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 COALINDIA % INFY % BPCL % HINDUNILVR % AMBUJACEM % Asia Pacific Markets Nikkei % HangSeng % Straits Times % Shanghai % Kospi % Jakarta % Taiwan % KLSE Composite % All Ordinaries % Top Losers TATAMOTORS % SBIN % HINDALCO % VEDL % TATASTEEL % Crude Oil closed at US$ per barrel and Rupee closed at Rs against each US$. India s consumer price inflation accelerated 5.40% annually after a 5.01% climb in May. Food price inflation accelerated to 5.48% from 4.80% in the previous month. *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 Corporate News IIFL Holdings Limited ( NSE : IIFL ) said Canada s Fairfax India Holdings Corporation is planning to acquire another 26% stake in Mumbai-based financial services firm IIFL Holdings. The investment firm announced an open offer to acquire million shares in IIFL at Rs 195 per share for a total of Rs 1,621 crore. HCL Technologies Limited ( NSE : HCLTECH ) will buy certain assets of Trygstad Technical Services in an all-cash deal. Trygstad is a US-based IT consulting services and solutions firm and has deep expertise in areas of core engineering, Internet of Things, embedded systems and Intelligent Systems. Tata Consultancy Services Limited ( NSE : TCS ) has announced that it has been selected by Adobe, a global leader in digital marketing and digital media solutions, as a Premier Partner, the highest level of partnership among Adobe s global ecosystem. Dr Reddy s Laboratories Limited ( NSE : DRREDDY ) has announced that it has launched of Memantine Hydrochloride Tablets USP, 5 mg and 10 mg, a therapeutic equivalent generic version of NAMENDA (memantine HCI) tablets in the US market on July 12, 2015 approved by the United States Food & Drug Administration ( USFDA). L&T Finance Holdings Limited ( NSE : L&TFH ) announced that L&T Finance Holdings has acquired 26% stake in Grameen Capital India for an undisclosed amount. GMR Infrastructure Limited ( NSE : GMRINFRA ) said GMR Infra joint venture in race to acquire operations of five Philippine airports worth $2.4bn. Global News Eurozone industrial production was down 0.4% month-on-month in May. However, annual growth in industrial output accelerated to 1.6%. Eurozone ZEW economic sentiment index dropped sharply by 11 points to 42.7 in June. U.K. consumer prices remained flat on a yearly basis in June. The consumer price index remained unchanged on a monthly basis in contrast to a 0.2% increase in May. Core inflation eased marginally to 0.8% in June from 0.9% in May. U.K. factory gate prices continued its downward trend in June. Output prices decreased 1.5% year-on-year in June. Month-on-month, output prices remained flat versus a 0.1% rise each in May and April. Input prices declined sharply by 12.6% year-on-year in June. On a monthly basis, input prices slid 1.3% after easing 1.1% in May. U.K. retail price index increased 1.0% in June. House price index rose 5.7% in May. U.S. federal budget balance rose to a seasonally adjusted 51.8B, from -82.4B in the preceding month.

3 Market Talk Wholesale prices decline 2.4% in June India s wholesale price inflation was at -2.40% in June compared with -2.36% in the previous month. Primary articles inflation was came at -0.76% in June as compared to -0.77% in the previous month. Manufactured products inflation came at -0.77% in June compared to -0.64% in the last month. Inflation for fuel and power segment came at % in June as compared to % for the previous month. Food inflation fell to 2.88% in June against 3.80% in the previous month. Vegetable inflation stood at -7.07% in June compared with -of 5.54% in the last month. Onion prices inflation came down to 18.54% during the month compared with 20.41% rise in the last month. Potato plunged 52.40% in June compared with a drop of 51.95% in May. Eggs, meat and fish prices was at -2.25% in June compared with 0.86% during the previous month. Inflation in milk was 5.18%, while cereals and rice inflation was at -0.43% and 1.74% respectively. Wheat inflation came down at 1.64% from 2.79%. Prices for non-food articles stood at 1.06% in June compared to -2.24% last month. Build up inflation rate in the financial year so far was 1.42% compared to a build up rate of 1.50% in the corresponding period of the previous year. Result Announcement PROFIT AFTER TAX TOTAL SALES / INCOME COMPANY PERIOD CURR PREV CHANGE CURR PREV CHANGE NIIT Technologies Limited Q1FY16(QOQ) % % PROFIT AFTER TAX NET INTEREST INCOME COMPANY PERIOD CURR PREV CHANGE CURR PREV CHANGE DCB BANK LIMITED Q1FY16(YOY) % % * The above figures are in Rs Crores

4 Index Chart Indian market registered small losses after alternately moving between positive and negative zone in intraday trade. While Nifty closed at 8,454.10, down 5.55 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 COALINDIA ( 3.38% ), INFY ( 2.22% ), BPCL ( 1.94% ), HINDUNILVR ( 1.82% ) and AMBUJACEM ( 1.82% ).. Top losers were TATAMOTORS ( -4.02% ), SBIN ( -2.01% ), HINDALCO ( -1.92% ), VEDL ( -1.56% ) and TATASTEEL ( -1.16% ). BSE Auto index ended down by 0.93% followed by Realty and Bankex, down by %. BSE IT, Metal, TECk, Pharma and Oil & Gas indices ended with higher between % each. BSE Midcap Index was up 0.14% and BSE Smallcap Index moved 0.36% higher. Asia ended on a mixed note while Europe also traded mixed. Nifty may find support at around 8426, 8397 and resistance at around 8482, INDEX LTP PTS. CHANGE CHANGE(%) SENSEX % CNX NIFTY 8, % CNX NIFTY JUNIOR 20, % LIX 15 3, % INDIA VIX % CNX 100 8, % CNX 500 7, % CNX MIDCAP 13, % NIFTY MIDCAP 50 3, % CNX SMALLCAP 5, % CNX 200 4, %

5 Bulk Deals DATE SCRIPS NAME BUYER/SELLER BUY/ AVERAGE QNTY. SELL RATE 13-Jul-15 IZMO SHILPA PORINJU VELIYATH BUY Jul-15 LAMBODHARA JHAVERI TRADING AND INVESTMENT PVT. LTD. BUY Jul-15 GRANULES MORGAN STANLEY ASIA (SINGAPORE) PTE SELL Jul-15 IZMO BP FINTRADE PRIVATE LIMITED SELL Jul-15 SHARONBIO KALA ASHA MOHAN SELL Jul-15 SUMEETINDS AMIT BAJRANGLAL SOMANI SELL Jul-15 SUMEETINDS SHPL ENTERPRISES PRIVATE LIMITED SELL Forthcoming Event Board Meetings as on 15/07/2015 Cantabil Retail India Limited Results Cera Sanitaryware Limited Results Everest Industries Limited Results Greenply Industries Limited Results Hatsun Agro Product Limited Results/Dividend HT Media Limited Results T T Limited Results The South Indian Bank Limited Results Zee Entertainment Enterprises Limited Results Zensar Technologies Limited Results Corporate Actions as on 15/07/2015 Alstom T&D India Limited Dividend- Rs 1.80/- Per Share Birla Ericsson Optical Limited Dividend Re.1/- Per Share Century Textiles & Industries Limited Dividend - Rs 5.50/- Per Share Dewan Housing Finance Corporation Limited Dividend Rs.2/- Per Share GHCL Limited Dividend - Rs 2.20/- Per Share Housing Development Finance Corporation Limited Dividend - Rs 13/- Per Share Jyothy Laboratories Limited Dividend - Rs 4/- Per Share Maithan Alloys Limited Bonus 1:1 Sunil Hitech Engineers Limited Dividend - Rs 1.80/- Per Share Tata Elxsi Limited Dividend Rs 11/- Per Share Vindhya Telelinks Limited Dividend - Rs 5/- Per Share

6 Derivatives Watch SYMBOL Expiry Prev. Change Change Open Prev. Open Change Change Date LTP LTP in Price Interest* Interest in OI * NIFTY 30-Jul % % HEROMOTOCO 30-Jul % % RELIANCE 30-Jul % % LT 30-Jul % % BHARTIARTL 30-Jul % % SBIN 30-Jul % % ICICIBANK 30-Jul % % HDFCBANK 30-Jul % % INFY 30-Jul % % HDFC 30-Jul % % * figures show no of contracts Nifty July 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 July series has been witnessed in HEROMOTOCO. Short position build up for the July series has been witnessed in RELIANCE, LT, BHARTIARTL, SBIN, ICICIBANK, HDFCBANK. Unwinding of position for the July series has been witnessed in HDFC, INFY. 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