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18TH Feb 2014

MARKET DIARY
SGX NIFTY : 6094 ( 4 pts Down )

Quote of The Day


"The key to making money in stocks is not to get scared out of them." Peter Lynch

MARKET
Name Sensex Nifty DOW NASDAQ CAC DAX FTSE NIKKIE HANG SENG EW ALL SHARE Value 20464.06 6073.3 Closed Closed 4335.17 9656.76 6736 14496.76 22464.14 9679.85 Change 97.24 24.95

Chart of the Day Fiscal Deficit Trend

(4.97) (5.64) 72.38 103.36 (71.80) 7.69

INSTITUTIONAL TURNOVER
FII Investor 17th,Feb, 14 Buy(Cr.) 2461.48 25846.34 91412.60 DII Investor 17th,Feb, 14 Feb,14 2014 Buy(Cr.) 490.88 14027.38 39715.79 Sale(Cr.) 736.05 11,487.10 38,630.98 Net(Cr.) (245.17) 2540.28 1084.81 Sale(Cr.) 1,938.66 28,151.03 94,983.17 Net(Cr.) 522.82 (2304.69) (3570.57)

Index Action-Nifty (17th, Feb, 14)

Feb,14 2014

Contents News Economic calendar Result Calendar Result Q3FY14

Index

Page 2 3 3 3 to 5

Coverage UPDATE UPDATE UPDATE UPDATE

COMMODITY PRICE COMMODITY/CURRENCIES Value GOLD 30160.00 SILVER 47693.00 CRUDEOIL 109.10 COPPER NATURALGAS DOLLAR/RS. EURO/RS. POUND/RS. 447.50 337.70 61.85 84.72 103.35

Narnolia Securities Ltd.


124, 1st floor 7/1, Lords Sinha Road Kolkata -700071. Ph 033-22821500/01/02/03/04 Mob : 9830013196 email: research@narnolia.com, website : www.narnolia.com

Markets Snapshot
Top Price Performers Top Performers 1D TNPETRO MPSLTD IGARASHI ARIES DHANUS Worst Price Performers Worst Performers 1D OPTOCIRCUI GAYAPROJ AGCNET VASCONEQ SELMCL % Change (13.69) (10.26) (9.77) (9.55) (9.54) Worst Performers 1W WHEELS GOKUL WARRENTEA AARVEEDEN BARTRONICS % Change (36.00) (25.08) (25.08) (21.35) (21.05) Worst Performers 1M MARG RADHEDE TUNITEX CCCL MONNETISPA % Change (39.41) (38.82) (37.55) (36.98) (36.33) % Change 20.00 19.99 19.96 19.93 16.67 Top Performers 1W KOTHARIPRO IGARASHI AMTEKAUTO V2RETAIL OMMETALS % Change 38.17 34.90 30.80 27.38 23.00 Top Performers 1M SPECTACLE KGNIND GLOBOFFS AVANTI RMCL % Change 91.78 75.08 74.37 58.19 49.71

Top News :
Fedders Lloyd Corporation Ltd been awarded Project worth Rs. 240.89 Crores by Uttarakhand Power Corporation Limited (A Govt. of Uttrarakhand Undertaking) for the works of "System Improvement, Strengthening and Augmentation of distribution system to bring down AT&C Losses, establish SCADA compatibility and improve quality of consumer supply in DEHRADUN town to be carried out under R-APDRP Part-B scheme on turkey basis including supply of material as per tender specification No. CCP-II/I/R-APDRP-B/2013-14 . Rolta Mgt Guideline : With its topline having advanced by 21 percent and EBITDA by 19 percent QoQ, Rolta anticipates its PAT and revenue growth to be higher than their expected guidance. HDIL Mgt Guideline : The company reduced its debt by over Rs 200 crore, thereby keeping the company on track of its debt reduction guidance. The company is on track to reduce its debt by 12-15 percent by FY14. Sunil Bharti Mittal-led Airtel has almost completed agreement with Loop Mobile and the announcement will come in a couple of days. The Rs 700-crore deal will make . Loop Mobile has a debt of Rs 400 crore, which is likely to be included in the final transaction. Etihad gets SEBI show cause for takeover code violation: Agencies sources -Etihad will have to address issues raised by SEBI -Etihad will have to make offer to buy 25 percent public holding in Jet Airways via open offer if it fails to address issues Delhi HC reserves order on Biocon , Mylan plea on breast cancer drug -Biocon, Mylan move Delhi HC on cancer drug dispute with Roche Alert: HC barred Biocon from claiming similarity to Roche drug Alert: HC barred Mylan from claiming similarity to Roche drug -Biocon, Mylan seek lifting Delhi HC curb on breast cancer drug United Bank of India has set a target of upgrading and recovering at least Rs 2,000 crore of bad loans by March as a turn around strategy. The bank saw its sticky loans rising three times to Rs 8,546 crore in the nine month to December 31, from Rs 2902 crore in the year ago period Mahindra Two Wheelers Ltd and Hindustan Petroleum Corporation Ltd have signed an agreement for an exclusive engine oil tie-up for the former's 110cc bikes.The outcome of this joint venture is the Miles+ engine oil which has a viscomatrix of SAE 20 W40 and is specially formulated to meet the technical specifications of Mahindra bikes. The Ministry of Economy, Trade and Industry said that industrial production rose to a seasonally adjusted 0.9%, from 1.1% in the preceding month. Analysts had expected industrial production to rise 1.1% last month. Cabinet Office said that Japans GDP rose to a seasonally adjusted 0.3%, from 0.3% in the preceding quarter. Analysts had expected Japans GDP to rise 0.7% in the last quarter. National Statistical Office Thailand said that Thai GDP fell to a seasonally adjusted 0.6%, from 2.7% in the preceding month. Analysts had expected Thai GDP to fall to 0.4% last month. Instituto Nacional de Estadistica said that Spanish Industrial New Orders rose to a seasonally adjusted 7.8%, from -5.1% in the preceding month. Analysts had expected Spanish Industrial New Orders to rise to -3.0% last month .

Result Calendar Q3FY14 Bse Code 500002 500660 533248 509820 500133 500472 532408 500674 504959 520113 532099 Company Name ABB India Ltd. Glaxosmithkl Phar Gujarat Pipavav Paper Products Esab India SKF India Megasoft SANOFI Stovec Inds Vesuvius India Database Fin Date 18-Feb-14 18-Feb-14 18-Feb-14 18-Feb-14 19-Feb-14 21-Feb-14 22-Feb-14 25-Feb-14 25-Feb-14 25-Feb-14 26-Feb-14
Economic Calendar
Monday 17-Feb-14 Tuesday 18-Feb-14 Wednesday 19-Feb-14 Thursday 20-Feb-14 Friday 21-Feb-14

Bse Code 505744 500166 500339 513629 500530 502180 511371 517140 512205 513063 526299

Company Name Federal Mogul Goodricke Group RAIN Tulsyan NEC-$ Bosch Shree Digvijay-$ Vatsa Corp Moser Baer Vatsa Edu Transfreight Co Mphasis

Date 26-Feb-14 26-Feb-14 26-Feb-14 26-Feb-14 27-Feb-14 27-Feb-14 27-Feb-14 28-Feb-14 28-Feb-14 12-Mar-14 13-Mar-14

US

Empire State Manufacturing Index , TIC Building Permits , PPI m/m , Core PPI m/m , Core CPI m/m , Unemployment Claims , CPI Long-Term Purchases , NAHB Housing Housing Starts , Crude Oil Inventories . m/m , Flash Manufacturing PMI . Market Index .

Existing Home Sales .

UK/EURO ZONE

Claimant Count Change , MPC Asset Current Account , CPI y/y , PPI Input Purchase Facility Votes , MPC Official Bank CBI Industrial Order Expectations , 30- m/m , RPI y/y , German ZEW Economic Rate Votes , Unemployment Rate , Average y Bond Auction , 10-y Bond Auction. Sentiment , German 10-y Bond Auction , Earnings Index 3m/y , BBA Mortgage ZEW Economic Sentiment . Approvals .

German PPI m/m , French Flash Manufacturing PMI , French Flash Services PMI , German Flash Manufacturing PMI , German Flash Services PMI , Flash Manufacturing PMI , Flash Services PMI , Retail Sales m/m .

Public Sector Net Borrowing , EU Economic Forecasts .

INDIA

Result Q3FY14

NSE CODE
DLF NESTLEIND SUZLO BRITANNIA MMTC MBECL RECLTD SIMPLEXINF DENNETWORK UNITECH EDUCOMP OPIOCIRCUI IVRCLINFRA SCI ELDERPHARMA

BSE CODE
532868 500790 532667 500825 513377 532629 532955 523838 533137 507878 532696 532391 530773 523598 532322

SALES Rs (cr.)
2054.80 2263.00 5052.80 1614.40 4776.00 521.70 4273.92 1389.50 274.30 731.70 155.00 350.00 956.60 998.00 384.20

SALES YOY
56.90 4.70 24.80 (0.40) (34.30) 0.20 20.90 2.80 15.70 13.50 (37.30) (43.50) (24.70) (3.30) 2.50

PAT Rs Cr
145.30 281.60 (1045.00) 96.30 8.70 2.40 1227.67 15.20 7.02 84.20 (86.00) (6.50) (177.70) (65.70) (23.30)

PAT YOY
(26.90) 1.00 9.80 54.80 (69.80) (55.90) 19.60 41.00 (59.10) (4.90) (1409.00) (105.70) (160.80) 12.70 (224.80)

ESSDEE ARVINDREM CRISIL BHARTISHIP ERAINFRA REIAGRO VIDEOIND UTTAMSUGAR SAIL RASOYPR GUJFLUORO PIPAVAVDOC RAJESHEXPO KSK ALLCARGO ABGSHIP SWANENERGY SADBHAV FINANTECH RENUKA CMAHENDRA RUCHISOYA MTNL ALOKTEXT SIGNET BANARISUG HUBTOWN MODILUFT BAJAJHIND SRSREAL KESORAMIND KWALITY MONNETISPA GITANJALI POLYPLEX SRSLTD MANAKSIA SUPREMEINF ANDREWYULE SUNDARAM MPSLTD PATELENG ATLANTA MANINDS COMMEXTECH SICAL AURIONPRO HBLPOWER SANWARIA RKFORGE DIAPOWER

532787 531823 500092 532609 530323 532106 511389 532729 500113 531522 500173 533107 531500 532997 532749 532682 503310 532710 526881 532670 533304 500368 500108 521070 512131 500041 532799 500285 500032 533305 502937 531882 513446 532715 524051 533569 532932 532904 526173 533166 532440 531120 532759 513269 532342 520086 532668 517271 519260 532527 522163

176.80 233.00 304.30 12.60 578.40 2968.00 3225.00 206.00 11458.72 461.41 314.63 318.08 5022.99 9.20 249.38 291.70 60.55 620.79 81.80 1191.10 398.76 7099.60 853.39 3700.24 157.89 193.83 90.55 1807.74 782.45 196.71 1244.87 1142.45 663.56 1264.55 277.33 824.73 304.76 606.26 94.33 30.95 54.04 516.07 87.84 315.36 6.38 141.09 55.69 345.29 581.17 88.83 755.87

(4.20) 29.30 19.50 (83.70) (50.10) 5.20 5.30 18.90 7.70 48.20 (13.60) (48.80) (35.80) 0.00 7.00 (39.80) (8.10) 75.70 (25.80) (35.50) (15.90) (13.20) 2.20 5.10 15.20 (42.80) (18.30) 14.00 23.10 (4.80) (4.40) 18.20 42.40 (48.50) 12.80 15.90 1.60 10.20 11.50 (10.30) 24.40 (13.20) (1.40) (24.60) 13.90 5.20 18.40 20.10 57.60 (6.60) 40.20

13.80 18.60 71.00 (192.70) (123.90) 129.70 17.50 (26.00) 532.60 12.51 14.86 (4.77) 91.67 (0.87) 24.05 (156.08) 2.17 25.94 34.48 (193.90) 1.00 27.41 428.03 98.29 2.68 6.44 32.04 (172.80) (389.07) 1.46 (88.28) 32.13 46.91 2.32 3.69 4.46 12.88 32.10 0.79 (0.86) 16.27 2.46 3.49 2.40 1.14 1.50 1.56 3.00 6.10 0.76 21.63

(21.80) 52.30 18.40 (44.90) (560.80) (47.90) 1582.70 (84.30) 10.00 2453.10 (79.30) (147.50) (30.30) 30.40 8.70 (938.20) (56.40) 595.40 (61.50) (1208.00) (81.40) (44.50) 136.20 (59.00) (7.90) (83.00) 39.30 (269.40) (605.60) (48.40) 24.70 16.00 (18.40) (96.50) 19.00 (44.50) 15.90 (10.60) (84.70) (637.50) 69.50 (85.20) 56.50 (89.80) (48.60) (17.10) (69.20) (36.70) 6.50 (65.90) (29.70)

BEPL VIKASWSP KHODAY NAHARINDUS IFGLREF STERLINGINTER ORIENTCONT MAHASHR COREEDUTEC GOKUL GANESHHOUC

500052 519307 507435 519136 532133 508998 513121 530059 512199 532980 526367

134.18 123.87 41.59 466.37 194.74 109.31 225.01 133.91 225.01 1585.28 37.61

50.50 (83.60) 12.60 (0.40) 15.10 64.80 (15.30) 6.60 (53.60) 34.90 (17.70)

0.80 (9.87) (5.26) 20.96 14.26 1.40 2.21 3.07 2.21 7.56 9.10

81.80 (117.30) 17.80 216.10 82.60 55.60 (78.90) (74.90) (96.80) 219.00 21.70

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