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					                                                                   Investors Weekly                                                                                          27-Jan-2012



Market Snapshot                                           Market Overview
KEY INDICES     This Week Pre. Week          % Change     Market openedon a positivenote at the onsetof the weekand strongbuying
SENSEX           17,233.98 16739.01              2.96                                                                    .
                                                          support seenin frontline as well as midcapand small cap stocks RBI'slatest
S&P CNX NIFTY        5204.7   5048.6             3.09     move to cut the CRR    requirement for banksby 50 basispoints to 5.5% from
BSE MIDCAP         5,872.36 5,680.07             3.39     6% at a quarterly policy review boostedsentiment. Thereduction in CRR   can
BSE SMLCAP         6,491.69 6,277.27             3.42     be viewedasa reinforcementof the guidancethat future rate actionswill be
CNX MIDCAP          7089.65 6803.15              4.21     towards lowering interest rates. Data of FIIs buying also supported the
BANK NIFTY          9813.65 9516.85              3.12     sentiment. The Sensexsettled above the psychological17,000 level for the
CNX IT               6136.3 5897.95              4.04     first time in more than 10 weeks.

World Markets                                             Industry & Economy
KEY INDICES       This Week Pre. Week        % Change      RBIchoseto continue in ‘pause’ mode on the rate front, retaining the key
Dow Jones*           12,756.96 12,720.48         0.29      repo rate at 8.5 per cent. But the central bank decided to give markets
Nasdaq*               2805.28 2,786.70           0.67                                                                   b
                                                           somethingto cheerabout by cutting the cashreserveratio (CRR) y 50 basis
FTSE 100                5795.2 5,728.50          1.16                                                    .        will
                                                           pointsandreleaseRs32,000croreinto the system TheCRR now be at 5.5
DAX                   6539.85 6,404.39           2.12      per cent. TheRBIhasalsoreviseddownwardsits forecastfor GrossDomestic
CAC 40                3363.23 3,321.50           1.26                   g                                                   .
                                                           Product(GDP) rowth in keepingwith the slowingeconomicindicators It now
NIKKEI                8849.47 8,766.36           0.95      expectsGDPgrowth to be at 7 per cent for this fiscal from 7.6 per cent
HANG SANG            20439.14 20,110.37          1.63      estimatedearlier.
SHANGHAI              2296.07 2296.07            0.00
STRAITS TIME          2894.43 2849.38            1.58      The Indian cement industry is back on a double-digit growth trajectory.
JAKARTA               3983.43 3,986.51          -0.08      Revivingdemand,especiallyin the northern and westernmarkets,hashelped
                                                           companies                        .
                                                                      post better salevolumes ThesectorgiantssuchasUltraTech,ACC,
KLSE                  1516.81 1,522.66          -0.38
                                                           Ambuja,ShreeCementand JPAssociates                                   .
                                                                                                   had robust salesin December For
KOSPI                 1957.18 1,949.89           0.37
                                                           the secondmonth in a row, the nearly 300-million tonne industry posted 14
* 26 Jan Closing                                                                             .
                                                           per cent growth (YoY)in despatchesIt sold19.78 mt against17.35 mt during
Policy&Reserve Rates                                       the samemonth in the previousyear.
                               Rate (%)       Date
Cash Reserve Ratio               5.5        28-Jan-12      Foodinflation remainedin the negativezonefor the fourth weekin a row, at -
Repo Rate                        8.5        25-Oct-11      1.03% for the week ended January14, on account of cheaper vegetables     .
Reserve Repo Rate                7.5        25-Oct-11      Food inflation, as measuredby the WholesalePrice Index (WPI), was at -
SLR                               24        16-Dec-10      0.42%in the previousweek.

Monthly Movement In IIP (%)                               Daily Trends In FIIs Investments (Rs Crore)
                     2010-11      2011-12                        1200
 20
                                                                 1000
                                                                                                                                                          1065




 15                                                                                                                                                                                    997
                                                                                                                                                                    961




                                                                                                                                                                                                          909
                                                                  800

 10
                                                                                                                                                                             698



                                                                  600
                                                                                  549




                                                                                                                               525
                                                                                                                      498




  5                                                               400
                                                                                                                                                 447
                                                                                                             405




                                                                                                                                        365




                                                                  200
                                                                        257




  0
                                                                                           25

                                                                                                    12
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      Sep


      Dec
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       Jun
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      Sept
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        Jul




        Jul
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      Nov
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      May
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       Apr
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      Aug

      Oct




                                                                    0
                                                                                                                                                                                                (13)




 -5
                                                                 -200
                                                                         Jan 04

                                                                                  Jan 05

                                                                                           Jan 06

                                                                                                    Jan 09

                                                                                                             Jan 10

                                                                                                                      Jan 11

                                                                                                                               Jan 12

                                                                                                                                        Jan 13

                                                                                                                                                 Jan 16

                                                                                                                                                           Jan 17

                                                                                                                                                                    Jan 18

                                                                                                                                                                              Jan 19

                                                                                                                                                                                       Jan 20

                                                                                                                                                                                                 Jan 23

                                                                                                                                                                                                          Jan 24




-10



Source :Capitaline             Ajay Kumar Srivastava                    Swati Saxena
                               ajaykumar.s@religare.com                 swati.saxena@religare.com
BSE Sectoral Indices                                   Weekly Corporate News
                    This Week Pre. Week    % Change
                                                        Maruti Suzuki, reported 63.6%fall in quarterly net profit. Thecompany'snet
METAL                 11576.33 11197.64        3.38     profit fell to Rs205.6 crore for the quarter from Rs565.17 crore. Net sales
HC                      6261.23   6168.7       1.50     declinedby 17.4% to Rs7,663.6 crore during the quarter under review from
FMCG                    4063.87 4035.07        0.71     Rs9,276.73 crorein the year-agoperiod.
CD                      6000.46 5801.31        3.43
TECk                    3463.78 3293.05        5.18     Petronet LNG, posteda growth of 73%in the net profit at Rs295 crore vs. Rs
AUTO                    9197.33 8818.88        4.29                                          .
                                                        171 crore in the previousquarter (YoY) Duringthe period, net salesrose by
OIL&GAS                 8541.42 8325.02        2.60     74%to Rs6,330crorefrom Rs3,628crorein the samequarterlastfiscal     .
PSU                       7409 7226.93         2.52
BANKEX                11282.33 10912.15        3.39     L&T posted net profit at Rs991.55 crore as comparedto Rs840.53 crore in
CG                    10360.24 9806.95         5.64                                        .
                                                        the correspondingquarter last fiscal Net salesfor the quarter stood at Rs
IT                      5721.74 5499.91        4.03     13,999crore,up 23%from Rs11,396crorein the samequarterlastyear.
POWER                   2122.03 2077.69        2.13
                                                        Idea Cellular reported a nearly18%dip in consolidatednet profit to Rs200.9
REALTY                  1702.98 1707.79       -0.28
                                                        crore for the quarter endedDecember31, 2011. Thecompany'stotal income
                                                        increasedto Rs5,030.8 crore during the quarter under review, a 27% rise
Sensex Gainers - Weekly                                 from Rs3,955.6 crorefor the quarterendedDecember31, 2010.
Stocks            This Week Pre. Week      % Change
Maruti Suzuki         1208.15   1099.1         9.92     Bajaj Auto launcheda sportsbike 'Duke200' from its Austrianassociatefirm
Tata Motors              239.9   218.9         9.59     KTM'sportfolio at an introductorypriceof Rs1.18 lakh(ex-showroomDelhi) .
Bharti Airtel           372.55  341.95         8.95
L&T                     1381.6 1273.85         8.46     YES Bank, net profit expanded33%to Rs254 crore from Rs191 crore a year
Mahindra & Mahindra 698.1        656.4         6.35     ago. Net interest incomegrew 32% year-on-year to Rs428 crore during the
                                                        quarter. Net interest marginnarrowed10 basispoints sequentiallyto 2.8%as
Sensex Losers- Weekly                                   cost of depositsincreaseddriven by hike in the lender'ssavingsdeposit and
Stocks            This Week Pre. Week      % Change     non-residentdepositrates.
Hero MotoCorp         1821.85   1950.7        -6.61
Bajaj Auto             1538.2   1557.8        -1.26     Lupin consolidatednet profit rose 4.95 per cent to Rs235.1 crore for the
                                                                                                                            .
                                                        third quarter endedDecember31, 2011, over the sameperiod last fiscal The
DLF                    211.55   213.95        -1.12
                                                        companyhadposteda net profit of Rs224crorefor the corresponding    period
Jindal Steel           529.25   534.85        -1.05
                                                                          .
                                                        of previousfiscal Net salesof the companygrew 21.9 per cent to Rs1,791.7
HDFC Bank               483.6    488.7        -1.04     crore for the third quarter, comparedto Rs1,469.4 crore in the sameperiod
                                                        of the previousfiscal.
BSE 200 Gainers - Weekly
Stocks              This Week Pre. Week    % Change     NHPC posted a 29.4% dip in net profit at Rs212.1 crore for quarter ended
Alstom Projects          354.05   379.65      -6.74     December2011 as againstRs 300.6 crore in the same period a year ago.
Hero MotoCorp           1821.85   1950.7      -6.61     However, total income increased18.3% Rs 1,085.1 crore. It was Rs 917.2
United Brew-$              415.1   441.6      -6.00     crorein December  2010.
Pidilite Inds            137.15   145.05      -5.45
ADANI PORTS                147.4   155.6      -5.27
BSE 200 Losers - Weekly                                Market Turnover Trend (BSE+NSE) (Rs Crore) - Cash Segment
Stocks              This Week Pre. Week    % Change
JSW ENERGY                 52.95   43.35      22.15    20,000
Essar Oil                  62.45   51.95      20.21    18,000
Sintex Inds                 83.3    71.5      16.50    16,000
                                                       14,000
Suzlon Energy              28.55    24.6      16.06
                                                       12,000
Shipping Corp              68.35    59.3      15.26
                                                       10,000
Nifty - P/B & Dividend Yield
                                                        8,000
        Date                     P/B       Div Yield    6,000
           20-Jan-12                2.96       1.52     4,000
           23-Jan-12                2.96       1.52     2,000
           24-Jan-12                3.01       1.49         0
           25-Jan-12                2.99       1.51
                                                                                                                                             15-Jan
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                                                                                        9-Jan
Nifty Vs. VIX                                                                                                                                                       Nifty PE Movement
                                                         VIX                       NIFTY                                                                            28
 60                                                                                                                                                          7000
                                                                                                                                                                    26
 50                                                                                                                                                          6000

                                                                                                                                                             5000   24
 40
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                                                                                                                                                                    20
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                                                                                                                                                             2000
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  0                                                                                                                                                          0      16
                                                                25-May-…




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                                                                                                                                                                                                                                                                                                             -12
                                                                                                                                                                                                                                                                                              4-Nov-11
                                                                                                                                                                                                                              4-Nov-10
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                                                                                                                                                                                              4-May-10




                                                                                                                                                                                                                                                   4-Mar-11

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                                                                                                                                                                                                         4-Jul 10




                                                                                                                                                                                                                                                                         4-Jul 11
                                                                                                                                                                                                                        -10




                                                                                                                                                                                                                                                                                        -11
                                                                                                                         30-Jul-11
                            27-Aug-09

                                        26-Nov-09




                                                                           17-Aug-10

                                                                                       10-Nov-10
                                                    24-Feb-10
                 4-Jun-09




                                                                                                                                     28-Oct-11
                                                                                                              6-May-11
      2-Mar-09




                                                                                                   7-Feb-11




                                                                                                                                                 24-Jan-12




                                                                                                                                                                                                             -




                                                                                                                                                                                                                                                                             -
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                                                                                                                                                                                                                                                                                                         4-Jan
                                                                                              Companies Offering Buyback
Company                                                                     Offer Type             Maximum Buyback Total Aggregate Start Date                                                                                                                                       End Date
                                                                                                        Price(Rs.)       Amount (Rs. Cr.)
Allied Digit                                                               Open Market Purchase          140                28            25-Apr-11                                                                                                                                 17-Feb-12
Amtek Auto-$                                                               Open Market Purchase          200               219             16-Jan-12                                                                                                                                24-Aug-12
Ansal Housing-$                                                            Open Market Purchase            45               11             23-Jan-12                                                                                                                                30-Nov-12
Avantel                                                                    Open Market Purchase            70                2              5-Dec-11                                                                                                                                30-Sep-12
Bhagyanagar India                                                          Open Market Purchase            35               14            25-Nov-11                                                                                                                                 9-Mar-12
Borosil Glass                                                              Open Market Purchase          850                82            19-Dec-11                                                                                                                                 10-Nov-12
CRISIL                                                                     Open Market Purchase         1000                80            26-Dec-11                                                                                                                                  6-Dec-12
De Nora India                                                              Open Market Purchase          105                 3              1-Dec-11                                                                                                                                2-Nov-12
Gemini Comm                                                                Open Market Purchase            45               30             27-Jan-12                                                                                                                                30-Apr-12
 Corporate Action
Company                 Ex-Date Purpose
GODREJCP              30-Jan-123RD INTERIM DIVIDEND RE.1/- PER SHARE (PURPOSE REVISED)
MRF                   30-Jan-12DIVIDEND RS 19 PER SHARE
RECLTD                30-Jan-12INTERIM DIVIDEND RS.5/- PER SHARE (PURPOSE REVISED)
SUPREMEIND            31-Jan-12INTERIM DIVIDEND RS.1.50 PER SHARE (PURPOSE REVISED)
IRB                   31-Jan-12INTERIM DIVIDEND RS.1.80 PER SHARE (PURPOSE REVISED)
NTPC                  31-Jan-12INTERIM DIVIDEND
BEL                    1-Feb-12INTERIM DIVIDEND
WALCHANNAG             1-Feb-12DIVIDEND-RE.1/- PER SHARE
APTECHT                1-Feb-12INTERIM DIVIDEND RS.1.50 PER SHARE
SESAGOA                1-Feb-12INTERIM DIVIDEND RS.2/- PER SHARE (PURPOSE REVISED)
POLARIS                1-Feb-12INTERIM DIVIDEND RS.2/- PER SHARE
SUNDARMFIN             1-Feb-12INTERIM DIVIDEND
COROMANDEL             2-Feb-12INTERIM DIVIDEND RS.4/- PER SHARE
BAJAJHIND              2-Feb-12ANNUAL GENERAL MEETING/DIVIDEND RE 0.40 PER SHARE
HYDRBADIND             2-Feb-12INTERIM DIVIDEND RS.6/- PER SHARE
DBCORP                 2-Feb-12INTERIM DIVIDEND RS.1.75 PER SHARE
EDELWEISS              2-Feb-12INTERIM DIVIDEND RE.0.30 PER SHARE
ZENSARTECH             2-Feb-12INTERIM DIVIDEND RS.3/- PER SHARE
CROMPGREAV             3-Feb-12INTERIM DIVIDEND
SELAN                  3-Feb-12INTERIM DIVIDEND
TRIVENI                3-Feb-12DIVIDEND-RE.0.20 PER SHARE
GREAVESCOT             3-Feb-123RD INTERIM DIVIDEND RE.0.40 PER SHARE
JAMNAAUTO              6-Feb-122ND INTERIM DIVIDEND
AARTIIND               6-Feb-12INTERIM DIVIDEND
RANEENGINE             6-Feb-12INTERIM DIVIDEND RS.7.50 PER SHARE
AARTIDRUGS             6-Feb-12INTERIM DIVIDEND
AUSTRAL                7-Feb-12ANNUAL GENERAL MEETING
HCL-INSYS              7-Feb-122ND INTERIM DIVIDEND
IPCALAB                7-Feb-122ND INTERIM DIVIDEND

                                                   Events Calendar

                                  30-Jan-12          31-Jan-12                                 1-Feb-12
Economy




Results             Allahabad Bank, Orient Paper   Titan, PNB, Berger Paints       Ashok Leyland, Kale Cons.
                    LIC Housing Finance            Aban Offshore, Central Bank     Satyam Computers, Andhra Bank
                    OBC,                           Century Textiles, PTC India     Zylog Systems, Uco Bank
                                                   Crompton Greaves

                                   2-Feb-12           3-Feb-12                                 4-Feb-12
Economy




Results             Gillette India, ONGC           HEG Ltd., PFC Ltd.              GVK Power, Carborundum Universal
                    Thermax                        Rolta India, Zuari Industries   Maharashtra Seamless
                                                   Godrej Industries
                                                   Everest Kanto
IN – India; GE – Germany; CH – China; JN – Japan
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