Published on March 3, 2014
3rd March 2014 MARKET DIARY SGX NIFTY : 6258 ( 22 pts Down ) Quote of The Day "Develop into a lifelong self-learner through voracious reading; cultivate curiosity and strive to become a little wiser every day." Charlie Munger MARKET Name Sensex Nifty DOW NASDAQ CAC Change 133.13 38.15 49.06 (10.81) 11.69 DAX FTSE NIKKIE HANG SENG 9692.08 6809.07 14533.42 22651.52 103.75 (0.57) (307.82) (185.44) EW ALL SHARE Chart of the Day Indian Real GDP ( % ) Value 21120.12 6276.95 16321.71 4308.12 4408.08 9931.25 72.92 INSTITUTIONAL TURNOVER FII Investor Buy(Cr.) Sale(Cr.) Net(Cr.) 28th,Feb, 14 6737.21 6,145.39 591.82 Feb,14 2014 Index Action-Nifty (28th, Feb, 14) 50552.74 116119.00 49,493.61 1,16,325.75 1059.13 (206.75) DII Investor Contents News Economic calendar Result Calendar Page 2 Coverage UPDATE 3 UPDATE 3 UPDATE Sale(Cr.) Net(Cr.) 28th,Feb, 14 Feb,14 2014 Index Buy(Cr.) 1334.45 20133.94 45822.35 1,322.43 19,846.99 46,990.87 12.02 286.95 (1168.52) COMMODITY PRICE COMMODITY/CURRENCIES Value GOLD 30090.00 SILVER 46362.00 CRUDEOIL 110.93 ↑ ↓ ↑ COPPER NATURALGAS 440.20 288.10 ↑ ↑ DOLLAR/RS. EURO/RS. POUND/RS. 61.77 85.13 103.47 ↓ ↓ ↑ Narnolia Securities Ltd. 124, 1st floor 7/1, Lords Sinha Road Kolkata -700071. Ph 033-22821500/01/02/03/04 Mob : 9830013196 email: firstname.lastname@example.org, website : www.narnolia.com
Markets Snapshot Top Price Performers Top Performers Top Performers 1D % Change Top Performers 1W % Change PDPL 19.85 KOTHARIPRO 37.10 1M KOTHARIPRO % Change ASHAPURMIN 15.88 MAHINDFORG 33.91 RMCL 104.71 INDOCO SANWARIA 13.56 13.16 MAHINDUGIN GLOBALVECT 32.34 27.32 GLOBOFFS SPECTACLE 95.87 90.20 TATAELXSI 13.00 RMCL 27.25 TRANSCORP 88.52 106.74 Worst Price Performers Worst Performers 1D % Change Worst Performers 1W % Change Worst Performers 1M % Change DHANUS (14.29) SUNDARAM (52.85) SUNDARAM (55.40) LAKSHMIEFL (11.42) STRAUSIND (28.00) WARRENTEA (46.02) SUNDARAM (9.77) COROENGG (22.35) WESTE (40.96) IMPEXFERRO (9.74) MAHAPOL (21.94) REISIXTEN (38.38) LOTUSEYE (9.21) BIRLAPOWER (21.43) MARG (33.82) Top News : • Jaiprakash Power Venture Ltd or JPVL, the Jaiprakash Group's flagship company, will sell its two hydropower plants to a grouping led by Abu Dhabi government-owned utility Taqa for $1.8-2 billion (Rs 11,500-12,500 crore) as part of an asset-disposal plan aimed at trimming a part of the group's Rs 60,000 crore debt. • The government will sell a 5 percent stake in power equipment manufacturer BHEL to state-owned Life Insurance Corporation of India, fetching the exchequer about Rs 2,046 crore. BHEL disinvestment will happen this fiscal through a block deal to LIC . • Power Grid Corporation of India Ltd has moved the Delhi High Court against the Income Tax department's demand of Rs 872 crore as tax on charges collected by it from defaulting states. In its petition, Power System Operation Corporation Limited (POSOCO), said the Central Electricity Regulatory Commission (CERC) has devised a commercial mechanism to penalise those who breach discipline of the grid, while drawing power, and compensating those impacted by such breach. • Tech Mahindra is looking to acquire promoter's stake in FT ( Financial technologies ) as well as its debt. Further, the committee has assured that there will be independence of acquisition from NSEL investors. Tech Mahindra executives met some representatives of the committee to explore initial contours of the deal. • Rakesh Jhunjhunwala's firm Rare Enterprises picked up 15 lakh shares of HT Media for nearly Rs 11 crore through open market route. Rare Enterprises has bought the company's scrips on an average price of Rs 71.25 apiece, valuing the transaction at Rs 10.69 crore, as per bulk deal data available with BSE. • Oriental Bank of Commerce has raise Tier II Capital to the extent of Rs. 1000 crore (Rupees one thousand crore only) through issue of Basel III compliant Tier II Bonds on private placement basis. • Voltas has formed a 50:50 joint venture with Dow Chemical Pacific (Singapore) Pte to market and distribute standard packaged water treatment systems and waste water treatment systems. • CCEA has hiked fixed costs by Rs. 300/ Tonne for urea plants. The cabinet has cleared several big ticket proposals and ordinances including hiking dearness allowance. It has also okayed an ordinance to amend the securities law and give SEBI more powers. • Maruti Feb , 2014 Auto Sales No : -0.4 % ( YoY ) , +6.5 % ( MoM ) . TVSMotor Feb , 2014 Auto Sales No : +7.2% ( YoY ) , -4.6% ( MoM ) . Atul Auto Feb , 2014 Auto Sales No : +19.0 % ( YoY ) , -6.8 % ( MoM ) • Chinese Manufacturing PMI fell to an annual rate of 50.2, from 50.5 in the preceding month. Analysts had expected Chinese Manufacturing PMI to fall to 50.1 last month. • Q3FY14 Indian GDP 4.7 % Vs 4.5 % ( YoY ) Expectation 4.8 % . Fram Sector growth 3.6 % vs 1.1 % ( YoY ) . Manufacturing sector Growth @ 1.9 % Vs 2.5 % ( YoY ). Mining Sector Growth @ -1.6 % vs -2 % ( YoY ) . Construction Sector Growth @ 0.6 % vs 1% ( YoY ) . Trade, hotels, transport and communication’ sector growth at 4.3 %Vs 5.9 % ( YoY ) . Electricity, gas & water supply’ Sector Growth at 5.0 %Vs 2.6 % ( YoY ) . Community, social & personal services’ sector Growth @ 7.0 % Vs 4% ( YoY ) . Industry Sector Growth @ -0.7 % vs 1.7 % ( YoY ) .Service Sector Growth @ 7.6 % Vs 6.9 % ( YoY ).
Management Tweets : • Firstsource Solutions Mgt Guideline : Company aims to clock a revenue growth of 9-10 percent for FY14 . The net profit for the company is likely to be between Rs 180-185 crore for FY14 . Margin expansion will also flow through on back of interventions done over the last 12 months like weeding out of non-profitable accounts and weeding out lines of businesses that were bleeding cash . The margin improvement at the EBITDA level, company see at least another 150 basis points improvement in FY15 . • Titan Mgt Guideline : The Reserve Bank of India (RBI) has given approval to Titan for hedging of gold on international exchanges. All the gold that company is buying, company will be able to hedge through the authorised banks in India, both on the gold front which might be on the commodity exchange internationally, and on the USD-INR rate in India. So,company would be able to hopefully take longer contracts. Company don’t need to roll them over very frequently and that would be very beneficial for company . Mgt believe jewellery demand is still subdued given the weak discretionary spending environment . • Godrej Consumer Products Mgt Guideline : Company is confident of maintaining growth going forward . Fluctuations seen in currencies of markets like Argentina, South Africa and Indonesia are unlikely to impact the company’s margins. Because most of our materials are bought locally and selling is also locally . Though weak sentiment & slowdown emerging markets , the company is on track to achieve 10 times growth in 10 years , which means a compounded annual growth rate (CAGR) of 26 percent . Result Calendar Q3FY14 Bse Code 513063 Company Name Transfreight Co Date 12-Mar-14 Bse Code 526299 Company Name Mphasis Date 13-Mar-14 Result Q3FY14 NSE Code Bse Code SALES ( Cr.) SALES Gr ( % ) PAT ( Cr.) PAT ( % ) SANOFI SKFINDIA VESUVIUS STOVACQ CLNINDIA BOSCHLTD GOODRICKE SHREDIGCEM 500674 500472 520113 504959 506390 500530 500166 502180 461.1 599.4 155.34 22.5 280.65 2162 264.83 75.89 9.10 15.70 1.20 (4.70) (3.30) 1.40 11.70 3.60 92.70 48.30 13.59 2.40 (6.10) 138.98 25.94 (12.84) 106.90 50.00 (23.00) (8.40) (127.70) (19.20) 36.70 (324.50) Economic Calendar Monday 3-Mar-14 US Core PCE Price Index m/m , Personal Spending m/m , ISM Manufacturing PMI , Total Vehicle Sales , Construction Spending m/m . UK/EURO ZONE Spanish Manufacturing PMI , Italian Manufacturing PMI , Manufacturing PMI , Net Lending to Individuals m/m , M4 Money Supply m/m , Mortgage Approvals , ECB President Draghi Speaks . INDIA Auto sales no .HSBC manufacturing PMI data Tuesday 4-Mar-14 Wednesday 5-Mar-14 Thursday 6-Mar-14 Friday 7-Mar-14 IBD/TIPP Economic Optimism . ADP Non-Farm Employment Change , ISM FOMC Member Dudley Speaks , Non-Manufacturing PMI , Final Services Unemployment Claims , Revised Nonfarm PMI , ISM Non-Manufacturing PMI , Crude Productivity q/q , Revised Unit Labor Costs Oil Inventories , Beige Book , FOMC q/q , Factory Orders m/m , FOMC Member Member Fisher Speaks . Plosser Speaks . Non-Farm Employment Change , Trade Balance , Unemployment Rate , Average Hourly Earnings m/m , FOMC Member Dudley Speaks . Spanish Unemployment Change , Halifax HPI m/m , Construction PMI , PPI m/m . Spanish 10-y Bond Auction , French 10-y Spanish Services PMI , Italian Services PMI Bond Auction , German Factory Orders m/m , Final Services PMI , Services PMI , Retail , Asset Purchase Facility , Official Bank Rate , Sales m/m , Revised GDP q/q . MPC Rate Statement , Minimum Bid Rate . German Industrial Production m/m , Consumer Inflation Expectations . HSBC India Services PMI , HSBC India Composite PMI .
N arnolia Securities Ltd 402, 4th floor 7/ 1, Lord s Sinha Road Kolkata 700071, Ph 033-32011233 Toll Free no : 1-800-345-4000 em ail: email@example.com , w ebsite : w w w .narnolia.com Risk Disclosure & Disclaimer: This report/message is for the personal information of the authorized recipient and does not construe to be any investment, legal or taxation advice to you. Narnolia Securities Ltd. (Hereinafter referred as NSL) is not soliciting any action based upon it. This report/message is not for public distribution and has been furnished to you solely for your information and should not be reproduced or redistributed to any other person in any from. The report/message is based upon publicly available information, findings of our research wing “East wind” & information that we consider reliable, but we do not represent that it is accurate or complete and we do not provide any express or implied warranty of any kind, and also these are subject to change without notice. The recipients of this report should rely on their own investigations, should use their own judgment for taking any investment decisions keeping in mind that past performance is not necessarily a guide to future performance & that the the value of any investment or income are subject to market and other risks. Further it will be safe to assume that NSL and /or its Group or associate Companies, their Directors, affiliates and/or employees may have interests/ positions, financial or otherwise, individually or otherwise in the recommended/mentioned securities/mutual funds/ model funds and other investment products which may be added or disposed including & other mentioned in this report/message.
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