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
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
Source :Capitaline Ajay Kumar Srivastava Swati Saxena
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
Suzlon Energy 28.55 24.6 16.06
Shipping Corp 68.35 59.3 15.26
Nifty - P/B & Dividend Yield
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
Nifty Vs. VIX Nifty PE Movement
VIX NIFTY 28
0 0 16
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
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
30-Jan-12 31-Jan-12 1-Feb-12
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
2-Feb-12 3-Feb-12 4-Feb-12
Results Gillette India, ONGC HEG Ltd., PFC Ltd. GVK Power, Carborundum Universal
Thermax Rolta India, Zuari Industries Maharashtra Seamless
IN – India; GE – Germany; CH – China; JN – Japan
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