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Morning Notes – 07 May 2009

VALUE HUNT
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Global Indices Nifty Movement FII & DII Turnover Advance / Decline

Close Change 3,800

Points 3,625
Price (%) (-36.8) Buy Sell Advance Decline Unchanged
3,700 Group
Sensex 11,952 (178.3) (1.5) (%) (%) (%)
FII (Rs.mn) 27,997 22,687

Nifty
3,600 A 32.3 66.2 1.5
DJIA 8,492 81.6 1.0 Change (%) (2.2) (3.6)
3,500 B 44.6 51.5 3.9
NASDAQ 1,751 (2.9) (0.2) DII (Rs.mn) 11,708 11,991
FTSE 100 4,396 59.5 1.4 3,400 S 53.3 42.2 4.5
Change (%) 22.1 10.1
Nikkei 8,977 149.1 1.7 29-Apr 2-May 6-May

Sectoral Indices
Special Situation Stock to Watch
Close Price Change (%)
Company Business LTP Positive / Risk & Concerns
Power 2,208 (0.1)
Oil & Gas 8,407 (0.1)
Auto 3,636 (0.8) Insider buying by chairman and executive
AMD Industries Ltd Insider buying 19.80
Capital Goods 8,442 (0.9) director
IT 2,783 (1.5)
FMCG 2,118 (2.0)
Metal 7,535 (2.8)
Bankex 6,093 (2.9) Aries Agro Ltd Insider buying 36.45 Insider buying by promoters group
Realty 2,338 (3.7)

Currency Dolphin Offshore Enterprises India

Insider buying 159.95 Insider buying by chairman
Ltd
Change (%)
INR - USD 49.59 0.6
INR - EUR 66.06 (0.0)
Shree Ashtavinayak Cine Vision
INR - GBP 74.56 (0.0) Insider buying 542.80 Insider buying by executive chairman
Ltd
JPY - USD 98.46 (1.5)

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Morning Notes – 07 May 2009
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Nifty Gainers
Corporate News
Close
Company
Price
Change (%)
Economic Times Business Standard
Ambuja Cement 81.75 2.25  Risk-averse clients skip PMS route  TV flat panel sales may double in 2009
ABB 480.05 2.24
 SEBI clamps down on hollow buyback offers  EID Parry lines up Rs 50cr for Kakinada SEZ
Siemens 332.65 1.98
Suzlon Energy 73.75 1.94  Tata Sons sells 1% in TCS to repay JLR loan  Banks step up lending to real estate
NTPC 194.15 1.65  India IIFCL may raise 50 bn rupees in FY10-CMD  Bank credit dips Rs 25k cr in second fortnight of FY10
 SBI extends Rs 500-cr loan to Kingfisher  SBI inks ATM outsourcing deal with Tata
Communications, C-Edge
 ITC bites off 11% of biscuit market
Nifty Losers  Wockhardt seeks to sell animal healthcare biz
 Essar Steel plans Rs 1,000 cr investment in service
centres  Nashik strikes Rs 25cr daily dent to M&M
Company
Close
Change (%)  Acacia Capital hikes stake in SKF India to 6.44%  ICICI Bank scales down operations in US, Sri Lanka
Price
DLF 245.00 5.97 Business Line
HDFC 1,740.70 5.95 Financial Express
Tata Steel 270.70 5.40  Outsourcing benefits may override tax concerns for  After Nano, Tatas offer flats for Rs 3.91 lakh
ICICI Bank 539.60 5.18 US cos
 Hostile bid in global M&A falls to 4-yr low
Unitech 51.75 4.78  Obama plan may hit Shanghai more than Bangalore,
feels Nasscom  India - on the road to recovery?

 Govt may migrate to accrual accounting in 5 yrs  Mutual funds back in action as stocks surge
Commodity  NHPC taking up projects worth Rs 45,000 cr in  Inflation seen at 0.65 pct on April 25
Myanmar, Bhutan  S&P may revise India ratings after election
Rs. Change (%)  Tata power plant commissioned  Union Bank of India and Hyundai Motor ink pact for
Crude (Rs/Bbl) 2,786 4.1 car finance
 BHEL ‘in-house’ R&D products gave 20% of FY’09
Gold (Rs/10 grms) 14,485 0.7 turnover  ICICI Bank to open 580 new branches; no fresh hiring
Silver (Rs/Kg) 22,334 2.5
 IHCL to acquire more stake in Orient-Express Hotels
Copper (Rs/Kg) 238 4.9
 ONGC adds 284.81 mt of oil and gas reserves
Note: MCX near month Futures Price
Note : Click on article to read the respective news

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 
Morning Notes – 07 May 2009
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Insider Buying Bulk Deal

Shares Trans. Holding Buy
Transaction Buy Company Client Name Quantity Price**
Company Buyer / Seller after /Sale
Date /Sale Quantity %
trans.
Aptech Limited RAKESH R.JHUNJHUNWALA B 558,000 113.19
Aries Agro Ltd Dr. Rahul Mirchandani 4/5/2009 B 18,285 5.06
MIC Electronics FIDELITY INVESTMENT SERVICES
B 1,030,000 28.98
Limited LIMITED A/C FIDELITY
Franklin Templeton
IBN18 Broadcast Ltd 15/04/2009 B 757,188 0.42 5.11
Mutual Fund
GKW Ltd LOTUS GLOBAL INVESTMENTS LIMITED S 350,000 48.00

17/02/2009 - TATA
Kohinoor Foods Ltd Temptation Foods Ltd B 393,938 1.40 12.96 CONSULTANCY TATA LIMITED S 10,321,324 615.04
17/04/2009
SERV LTD

Manjushree Extrusions Mphinite Technologies APTECH LTD RAKESHRADHEYSHYAMJHUNJHUNWALA B 442,000 113.34

4/5/2009 B 96,000 0.71 0.71
Ltd P Ltd
FIDELITY INVESTMENT SERVICES
MIC ELECT B 1,000,000 28.99
LIMITED A/C FIDELITY INSTITUTIO
Rama Vision Ltd Arhant Jain 22/04/2009 B 35,000 4.05
** Weighted Average Trade Price / Trade Price

Rama Vision Ltd Aus Fin & Inv P Ltd 21/04/2009 B 180,000 10.75 Corporate Action

Company Ex-Date Purpose Rs.

Rama Vision Ltd Rvl Fin & Inv P Ltd 21/04/2009 B 210,000 10.71
Aegis Logistics 07-May-09 Interim Dividend 2.50

Rama Vision Ltd Satish Jain 21/04/2009 B 40,000 4.47 Bata India 07-May-09 Dividend 2.50

Bosch Ltd 07-May-09 Dividend 25.00

18/02/2009 -
Rama Vision Ltd Udit Jain B 37,336 4.02
21/04/2009 High Energy Batteries 07-May-09 Right 1:1 -

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