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Institutional Research

15 December 2016

Morning Report
Equity

Latest

% Chg

NSE Sect. Indices

Latest

% Chg

Nifty Gainers

8182

-0.48

NIFTY IT

10128.95

0.70

Company

Price(Rs)

Chg(%)

Sensex

26603

-0.36

NIFTY BANK

18341.50

(0.67)

AXISBANK

466.55

3.00

DowJones

19793

-0.60

NIFTY 500

7004.65

(0.58)

HCLTECH

822.00

2.63

5437

-0.50

NIFTY FMCG

20313.55

(0.87)

RELIANCE

1056.35

1.59

22033

-1.89

NIFTY INFRA

2757.45

(0.93)

TATAPOWER

78.70

1.42

3130

-0.33

NIFTY AUTO

9146.05

(0.54)

INFY

999.00

0.89

19207

-0.24

NIFTY ENERGY

10154.15

0.04

10859.25

(0.81)

Company

Price(Rs)

Chg(%)

NSE

COALINDIA

292.40

(4.43)

BOSCHLTD

20345.00

(2.73)

Nifty

Nasdaq
Hangseng
Shanghai
Nikkei
Strait Times

2927

-0.92

NIFTY PHARMA

Kospi

2031

-0.29

Advances / Declines

BSE

Taiwan

9316

-0.56

Advances

905

466

FTSE

6949

-0.28

Declines

1733

1123

CAC

4769

-0.72

Unchanged

151

82

DAX

11245

-0.35

Total

2789

1671

Market Sensor
Ashika Stock Broking Limited

US market fell in choppy trade Wednesday, led lower by energy and


utilities, after the Federal Reserve raise rates for the second time in a decade.
Dow Jones Industrial Average was down 0.60% or 118.68 points at 19792.53
Nasdaq Composite was down 0.50% or 27.16 points at 5436.67 Standard
&Poor's 500 was down 0.81% or 18.44 points at 2253.28
Indian Equity market
lost nearly half a percent on Thursday amid
volatility, showing cautiousness ahead of US Fed meeting outcome. US
Federal Reserve overnight raised interest rates by a quarter point and
signalled a faster pace of increases in 2017. Nifty ended the previous day
with a decline of 0.48% or 39.35 points at 8182.45. On Wednesdays trading
session, FIIs sold net Rs.632.29 Cr in cash market and sold Rs.2031.63 Cr in
derivative segment. Whereas, DII bought net Rs.210.86 Cr in cash segment.

Global News
Wall Street's top banks were not immediately swayed Wednesday by
signals from the Federal Reserve that the pace of interest rate hikes could
pick up significantly next year, sticking instead to a view that the U.S. central
bank will lift borrowing costs no more than twice in 2017, according to a
Reuters poll.(Reuters)
Britain must negotiate a Brexit bridging deal to avoid a "cliff edge" that
forces banks to move jobs before they know what the new trading relations
with the European Union will be, British lawmakers said on Thursday.
(Reuters)
Long the voice of the conglomerates that form the engine of South Korea's
economy, the Federation of Korean Industries could become another casualty
of the scandal that is poised to cost President Park Geun-hye her job, as key
members flee. (Reuters)
The European Central Bank's monetary policy is providing a "yardstick of
predictability" as European countries go through a new cycle of elections
next year, ECB policymaker Francois Villeroy de Galhau told the Wall Street
Journal. (Reuters)
Having spent more than three years and trillions of dollars in a losing battle
against deflation, the Bank of Japan is hoping that a little financial education
will convince a nation of inveterate savers to put their cash to better use.
(Reuters)

Nifty Losers

AUROPHARMA
EICHERMOT
ACC

701.00

(2.45)

21790.00

(2.44)

1310.10

(2.21)

Last Day
(Lakh)

Vol. Shockers

2 Wk
Avg.
(Lakh)

Vol. Ch.
(Times)

SHK

5.72

0.7

MUTHOOTFIN

7.77

1.0

KSCL

4.80

0.7

MASTEK

8.74

1.3

KWALITY

12.23

2.0

Indian Forex

Closing

Chg

USD/INR

67.560

0.074

0.11

GBP/INR

85.545

(0.001)

(0.00)

EUR/INR

71.918

0.153

0.21

JPY/INR

58.660

0.120

0.20

Precious Metal

% Chg

Closing

Chg (Rs.)

Gold (Rs/10gm)

27830

114

Silver (Rs/1kg)

41572

122

Price

% Chg.

Commodities
Crude (US$/BBL)

50.8

(2.83)

Brent (US$/BBL)

53.8

(2.29)

1144.9

(1.50)

16.9

(1.00)

Copper (US$/MT)

5735.0

(0.53)

Alum (US$/MT)

1752.0

(0.17)

Zinc(US$/MT)

2736.5

0.04

Gold (US/oz)
Silver (US$/oz)

Cl. Values

% Chg.

ICICI Bank

ADR

7.73

(1.53)

HDFC Bank

62.33

(2.06)

Infosys

14.84

(0.87)

Vedanta Ltd

13.46

(2.89)

Dr. Deddy's Labs

46.18

(1.20)

9.44

(1.87)

34.08

(1.50)

Wipro
Tata Motors

1008, Raheja Centre, 214, Nariman Point, Mumbai-400 021, Ph- 022 6611 1700, Extn. - 704 www.ashikagroup.com

Institutional Research

(0.00)

GBP-USD

1.2553

(0.0014)

(0.11)

USD-JPY

117.23

0.1900

0.16

Bond Markets

3.50 bps

Interbank call

6.07

1.55 bps

179
211

Institutional Activity (Last 5 trading


Sessions)
64
290

1000
Rs.Cr
500
-500

-266

-94

-632
-165
-56

0
-1000
-1500
-2000
-2500

FII/FPI

DII

Market Turnover - last 5 Trading Rs.Cr


Sessions
20,000
600,000

Rs.Cr

A rise in diesel demand is boosting the country's rare imports of the


industrial and transport fuel, helping to mop up some of the excess
supply of the fuel in Asia, traders said on Wednesday.

15,000

Current account deficit is likely to worsen further in the second half of


the current financial year and is expected to be around $10 billion for
FY17, says a Citigroup report.

5,000

500,000
400,000

10,000

300,000
200,000
100,000
0

NSE Cash

BSE Cash

14-Dec-16

0
13-Dec-16

As many as 84 infrastructure projects with a cost of Rs 150 crore or


above each, including those delayed due to issues like fund
constraints, have reported a cost overrun of Rs 1.14 lakh
crore, Parliament was informed on Wednesday.

Chg

6.73

Karvy Private Wealth Wednesday said individual wealth grew 8.5 per
cent to race past Rs 300 trillion mark at the end of 2015-16, driven by
faster-clipped growth in physical assets, and will grow to Rs 558 trillion
in the next five years.

At a time when many, mainly small and medium enterprises (SMEs), are
crying about Government's demonetisation decision, Kerala-based
Federal Bankwhich focusses on SMEs expect that the pain is short-term
but in the long run this would help SMEs to access credit at a
competitive price.

Closing

10-yr bond

8-Dec-16

Ashika Stock Broking Limited

In a flip-flop, the Home Ministry Wednesday cancelled renewal of FCRA


licences of Greenpeace India and two NGOs run by activist Teesta
Setalvad, three months after "inadvertently" renewing those for five
years.

(0.0017)

-2,181

Amid concerns of missing the GST rollout deadline of April 1, the


government Wednesday came out with a report card detailing the
efforts being made to reach a consensus on support legislations for
timely implementation of the new indirect tax regime.

% Chg

1.0516

12-Dec-16

The Supreme Court Wednesday expressed concern over lack of


infrastructure, manpower and other facilities at Debt Recovery Tribunals
and their appellate bodies and said lakhs of crores of rupees are nonperforming assets as the recovery mechanism is not up to the mark.

Chg

EUR-USD

9-Dec-16

Income tax rate, as well as interest rate, are expected to come down as a
result of demonetisation of high-value currency notes, Minister of State
for FinanceArjun Ram Meghwal said on Wednesday.

Global Forex Closing

162
194
699
201

The wholesale price index (WPI)-based inflation fell to a five-month low


of 3.15 per cent in November from 3.39 per cent in the previous
month, as the rate of rise in food prices was dampened by the cash
crunch following the demonetisation of high-value currency notes from
November 8 onwards.

6-Dec-16
7-Dec-16
8-Dec-16
9-Dec-16
12-Dec-16
13-Dec-16
14-Dec-16
6-Dec-16
7-Dec-16
8-Dec-16
9-Dec-16
12-Dec-16
13-Dec-16
14-Dec-16

Economic News

NSE F&O(RHS)

Domestic News
Nakshatra World, a wholly owned subsidiary of Gitanjali Gems has
decided to raise funds through an Initial Public Offer of equity shares for
an overall amount of not exceeding Rs 650 crores,.
Equity shares of TCI Express will be listed on bourses on Thursday.
Rakesh Jhunjhunwala acquires 12.73 percent stake and is in talks to buy
up to 15 per cent stake in Mandhana Retail Ventures (MRVL) from its
promoters, according to ETNow sources.
Vardhman Special Steels has undertaken expansion activities in its steel
melting shop to increased from existing capacity of 1,25,000 tonnes per
annum to 1,60,000 tonnes per annum.
1008, Raheja Centre, 214, Nariman Point, Mumbai-400 021, Ph- 022 6611 1700, Extn. - 704 www.ashikagroup.com

Institutional Research

Domestic News (Cont...)

Repo & Rev.Repo (%)

10
8

Infosys has made an investment from its Innovation Fund in


ideaForge, an Indian startup focused on Unmanned Aerial Vehicle
(UAV) solutions.

6
4

MBL Infrastructure wholly-owned subsidiary MBL Highway


Development Companys two projects have been illegally
terminated by Madhya Pradesh Road Development Corporation.

9.0

17-Apr-12

20-Sep-13

Aug-15

Nov-15

4-Mar-15

2-Nov-10

16-Jun-11

Feb-15

May-15

5-Jan-09

Feb-16

Aug-14

May-14

Feb-14

Nov-13

Manufacturing
General

CPI Inflation - Combined (Base - 2012)

8.0
7.0

3.0

5.0

Apr-16

Jan-16

Oct-15

Jul-15

Apr-15

Jan-15

Oct-14

Jul-14

Apr-14

Jan-14

4.0

Cipla is planning to consider the proposal to raise funds through


issue of equity shares or ADR or GDR or foreign currency
convertible bonds etc on December 19.

1008, Raheja Centre, 214, Nariman Point, Mumbai-400 021, Ph- 022 6611 1700, Extn. - 704 www.ashikagroup.com

Jan-16

Jul-15

Jan-15

Jul-14

Jan-14

Jul-13

Jan-13

Jul-12

Jan-12

Jul-11

Jan-11

Jul-10

Jul-09

Jan-10

Jul-08

Jan-09

10 Years G-Sec Yield (%) (Month-wise)

10.0
9.5
9.0
8.5
8.0
7.5
7.0
6.5
6.0
5.5
5.0
Jan-08

Aug-13

Electricity

Pharma major Lupin has received final approval for its


Desoximetasone Ointment USP from the US FDA

May-13

Jan-13

Mining

6.0

8-Apr-00
29-Jul-00
24-Feb-01
19-May-01
29-Dec-01
16-Nov-02
18-Sep-04
23-Dec-06
17-Feb-07
14-Apr-07
4-Aug-07
26-Apr-08
24-May-08
19-Jul-08
11-Oct-08
8-Nov-08
13-Feb-10
24-Apr-10
10-Mar-12
3-Nov-12

Ashika Stock Broking Limited

-10%

The Department of Telecommunications (DoT) has issued


demand-cum-show
cause
notices
to
6
telecom
companies, including Bharti Airtel, Vodafone and Idea Cellular for
under-reporting
revenues
amounting
to
Rs
29,474
crore, Parliament was informed on Wednesday.

20-Apr-10

-5%

Swaraj Automotives: Promoter To Sell 13.3% Stake Via OFS;


Floor Price Set At `150/Sh

Nov-14

0%

Cabinet Approves Major Port Authorities Bill, 2016 Seeks To


Replace Major Port Trust Act

30-Jul-08

5%

Welspun India invests Rs 600 crore to set up a facility for


manufacturing carpets, area rugs, carpet tiles will have an annual
capacity of about 7 million square metres. Co plans to export 50
percent of the products from the unit.

31-Jan-07

10%

Wipro to split India and Middle-East business into two divisions


and to merge business outcome services division with its
technology division.

IIP (YoY)

15%

State-run NTPC has lined up investments worth Rs 2648 crore


for developing three coal blocks in Odisha.

Cash Reserve Ratio (CRR) (%)

24-Jan-06

20%

In a bid to cut emissions, state-run power giant NTPC has


decided to replace over 25-year-old power plants totaling 11 GW
capacity in the next five years at an investment of Rs 50,000 crore.

10

3-Mar-03

27-Apr-01

Capital First approves allotment of 4.78 million equity shares of


Rs 10 each on a preferential basis to Caladium Investment, which is
indirectly wholly-owned by GIC (Ventures), a Singapore's sovereign
wealth fund.

28-Mar-02

SH Kelkar And Companys promoters increase their stake by


0.93% to 57.6% post Blackstones 4% divestment in the company.

31-Mar-04

Repo Rate (%)


Reverse Repo Rate (%)

Institutional Research

Bulk Deal - NSE


Date

Security Name

14-Dec-16Indiabulls Hsg Fin Ltd

Client Name

Buy/Sell Traded Qty.

Price

BUY

10081004

635.6

SELL

5236973

300.0

14-Dec-16Syngene International Ltd

MORGAN STANLEY MAURITIUS COMPANY LTD


BLACKSTONE CAPITAL PARTNERS (SINGAPORE) VI FDI
TWO PTE LTD
SILVER LEAF OAK (MAURITIUS) LIMITED

SELL

1200000

595.1

14-Dec-16Ahluwalia Cont Ind Ltd

HSBC GLOBAL INVESTMENT FU NDS MAURITIUS LTD

BUY

975044

255.0

14-Dec-16Indiabulls Hsg Fin Ltd

MORGAN STANLEY MAURITIUS COMPANY LTD

SELL

159740

647.2

14-Dec-16S H Kelkar and Co. Ltd.

Bulk Deal - BSE


Date

Security Name

Client Name

Buy/Sell

Traded Qty.

Price

14-Dec-16 SHBCLQ

O D FINANCE & INVESTMENT PVT LTD

502,000

43.3

14-Dec-16 GLOBOFFS

INDIASTAR (MAURITIUS) LIMITED

193,295

79.7

14-Dec-16 VAMA

NITIN SIDDAMSETTY

301,000

21.4

14-Dec-16 AVL

VRB CAPITAL SERVICES INDIA PVT LTD

384,000

15.3

14-Dec-16 ISTRNETWK

MANGAL KESHAV CAPITAL LTD

305,000

18.7

Ashika Stock Broking Limited

Corporate Actions
Scrip Code

Scrip Name

Ex-Date

Purpose

Record Date

531082

ALANKIT

15-Dec-16

Stock Split From Rs.2/- to Rs.1/-

16-Dec-16

500830

COLPAL

15-Dec-16

Interim Dividend - Rs. - 3.0000

16-Dec-16

537077

KTKFMP129D

15-Dec-16

Redemption of Mutual Fund

16-Dec-16

537076

KTKFMP129G

15-Dec-16

Redemption of Mutual Fund

16-Dec-16

537078

KTKFMP129GD

15-Dec-16

Redemption of Mutual Fund

16-Dec-16

500312

ONGC

15-Dec-16

Bonus issue 1:2

16-Dec-16

537038

TFM46BA

15-Dec-16

Dividend On Mutual Fund

16-Dec-16

537038

TFM46BA

15-Dec-16

Redemption of Mutual Fund

16-Dec-16

537040

TFM46BB

15-Dec-16

Redemption of Mutual Fund

16-Dec-16

537041

TFM46BD

15-Dec-16

Redemption of Mutual Fund

16-Dec-16

537089

TFM46CA

15-Dec-16

Dividend On Mutual Fund

16-Dec-16

537089

TFM46CA

15-Dec-16

Redemption of Mutual Fund

16-Dec-16

537090

TFM46CB

15-Dec-16

Redemption of Mutual Fund

16-Dec-16

537091

TFM46CD

15-Dec-16

Redemption of Mutual Fund

16-Dec-16

539398

VISHALBL

15-Dec-16

Bonus issue 1:4

16-Dec-16

533365

IPRU1083

19-Dec-16

Temporary Suspension

20-Dec-16

533367

IPRU1084P

19-Dec-16

Temporary Suspension

20-Dec-16

533361

IPRU1286

19-Dec-16

Temporary Suspension

20-Dec-16

533363

IPRU1287P

19-Dec-16

Temporary Suspension

20-Dec-16

535672

IPRU8051

19-Dec-16

Temporary Suspension

20-Dec-16

535673

IPRU8052

19-Dec-16

Temporary Suspension

20-Dec-16

535674

IPRU8118

19-Dec-16

Temporary Suspension

20-Dec-16

1008, Raheja Centre, 214, Nariman Point, Mumbai-400 021, Ph- 022 6611 1700, Extn. - 704 www.ashikagroup.com

Institutional Research

Global Economic Calendar


Date

Curr.

Actual

Forecast

Event

Actual

Forecast

Previous

Ashika Stock Broking Limited

Event

Indian Economic Calendar


Date

Curr.

Previous

5
1008, Raheja Centre, 214, Nariman Point, Mumbai-400 021, Ph- 022 6611 1700, Extn. - 704 www.ashikagroup.com

Institutional Research

BOTHRA
PARAS

Digitally signed
by BOTHRA
PARAS
Date: 2016.12.15
09:04:49 +05'30'

Research Team

Ashika Stock Broking Limited

Name

Designation

Email ID

Contact No.

Paras Bothra

President Equity Research

paras@ashikagroup.com

+91 22 6611 1704

Krishna Kumar Agarwal

Equity Research Analyst

krishna.a@ashikagroup.com

+91 33 4036 0646

Partha Mazumder

Equity Research Analyst

partha.m@ashikagroup.com

+91 33 4036 0647

Arijit Malakar

Equity Research Analyst

amalakar@ashikagroup.com

+91 33 4036 0644

Chanchal Bachhawat

Equity Research Analyst

chanchal.bachhawat @ashikagroup.com

+91 22 6611 1712

Tirthankar Das

Technical & Derivative Analyst

tirthankar.d@ashikagroup.com

+91 33 4036 0645

SEBI Registration No. INH000000206


Disclosure
The Research Analysts and /or Ashika Stock Broking Limited do hereby certify that all the views expressed in this research report accurately reflect their
views about the subject issuer(s) or securities. Moreover, they also certify the followings: The Research Analyst or Ashika Stock Broking Limited or his/its Associates or his/its relative, has any financial interest in the subject company (ies)
covered in this report. Yes
The Research Analyst or Ashika Stock Broking Limited or his/its Associates or his/its relative, have actual/beneficial ownership of 1% or more in the
subject company, at the end of the month immediately preceding the date of the publication of the research report. No
The Research Analyst or Ashika Stock Broking Limited or his/its Associates or his/its relatives has any material conflict of interest at the time of
publication of the research report. No
The Research Analyst or Ashika Stock Broking Limited or his/its Associates have received compensation for investment banking or merchant banking or
brokerage services or for product other than for investment banking or merchant banking or brokerage services from the companies covered in this
report in the past 12 months. No
The Research Analyst or Ashika Stock Broking Limited or his/its Associates have managed or co managed in the previous 12 months any private or
public offering of securities for the company (ies) covered in this report. No
The Research Analyst or Ashika Stock Broking Limited or his/its Associates have received any compensation or other benefits from the company (ies)
covered in this report or any third party in connection with the Research Report. No
The Research Analyst has served as an officer, director or employee of the company (ies) covered in the research report. No
The Research Analyst or Ashika Stock Broking Limited has been engaged in Market making activity of the company (ies) covered in the research report.
No
Disclaimer
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reliable, but we do not represent that it is accurate or complete, and it should not be relied upon such. Ashika Stock Broking Ltd. or any of its affiliates or
employees shall not be in anyway responsible for any loss or damage that may arise to any person from any inadvertent error in the information contained
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kind, regarding any matter pertaining to this report, including without limitation the implied warranties of merchantability, fitness for a particular
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6
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