20TH Feb 2014

MARKET DIARY
SGX NIFTY : 6130 ( 37 pts Down )

Quote of The Day

"Acquire worldly wisdom and adjust your behavior accordingly. If your new behavior gives you a little temporary unpopularity with your peer groupthen to hell with them." Charlie Munger Name Sensex Nifty DOW NASDAQ CAC

MARKET
Value 20634.21 6127.1 16040.56 4237.85 4341.1 9660.05 6796.71 14518.14 22418.7 9781.35 Change 170.15 53.80 (89.84) (34.83) 10.39 0.27 0.28 (248.39) (246.42) 44.00

Chart of the Day RBI Rate Trend

DAX FTSE NIKKIE HANG SENG EW ALL SHARE

INSTITUTIONAL TURNOVER
FII Investor 19th,Feb, 14 Buy(Cr.) 1812.17 29985.58 95551.84 DII Investor 19th,Feb, 14 Feb,14 2014 Buy(Cr.) 458.89 15224.91 40913.32 Sale(Cr.) 797.63 13,178.20 40,322.08 Net(Cr.) (338.74) 2046.71 591.24 Sale(Cr.) 1,343.70 31,529.57 98,361.71 Net(Cr.) 468.47 (1543.99) (2809.87)

Index Action-Nifty (19th, Feb, 14)

Feb,14 2014

COMMODITY PRICE

Index
Contents News Economic calendar Result Calendar Page 3 4 4 Coverage UPDATE UPDATE UPDATE UPDATE

COMMODITY/CURRENCIES GOLD SILVER CRUDEOIL COPPER NATURALGAS DOLLAR/RS. EURO/RS. POUND/RS.

Value 30031.00 47787.00 109.87 451.40 379.28 62.21 85.59 103.76

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

Derivative Research
NIFTY SNAPSHOT Nifty Spot Nifty Feb 2014 Future Nifty Mar 2014 Future Nifty Feb 2014 Open Interest Nifty Mar 2014 Open Interest 7 DMA of Spot Nifty 21 DMA of Spot NIfty 50 DMA of Spot Nifty VOLATILITY INDEX (VIX) PUT CALL RATIO Nifty (Feb Series) Option OI Distribution: 6152.75(+25.65) 6166 6199 15691650 2544550 6078 6105 6185 15.07(-0.34) 1.14 GRAPH

Index Outlook

Activity of Nifty (Feb Series) Strike CALL OI % Chng 5800 284600 -5.8 5900 527000 -2.0 6000 2296250 -11.9 6100 4195350 -13.7 6200 5423750 -7.5 6300 5000500 3.1 Fresh Long Seen In (Rising OI -Rising Price) Scrip OI OI ch% HDFCBANK 12,247,500 9.1 HCLTECH 3,814,750 6.4 BHARATFORG 2,450,000 6.3 LT 7,842,000 6.2 INFY 3,224,750 5.9 PCR (OI) STOCK T1 ADANIENT 0.47 SUNPHARMA 0.43 INFY 1.44 LUPIN 0.68 JSWENERGY 0.19

PUT OI 3677850 6077800 11695050 5834200 2769100 731050 CMP 669.4 1494.6 367.7 1029.9 3754.0 T2 0.23 0.33 1.10 0.52 0.15 % Chng -14.7 3.4 6.7 12.8 16.1 0.1 Ch% 1.3 0.3 2.8 1.1 2.0

FIIs Activity (Fig in Cr) Segment INDEX FUTURE INDEX OPTION STOCK FUTURE STOCK OPTION TOTAL

Buy 1,158 14,035 1,474 1,398 18,066

Sell 922 13,746 1,718 1,440 17,826

Net 236 290 (244) (42) 239

Fresh Shorts Seen In: (Rising OI -Falling Price) Scrip OI OI ch% IFCI 64,710,000 9.6 BANKINDIA 11,036,000 7.6 SRTRANSFIN 916,000 6.5 TATAPOWER 12,396,000 6.2 TATACOMM 5,968,000 5.7 PCR (OI) STOCK T1 JINDALSTEL 0.95 HEROMOTOCO 0.44 BAJAJ-AUTO 0.50 TATAPOWER 0.49 TITAN 0.64

CMP 23.1 171.3 557.0 77.7 272.4 T2 1.40 0.58 0.60 0.58 0.75

Ch% -0.9 -2.1 -0.5 -2.0 -2.7

Markets Snapshot
Top Price Performers Top Performers 1D KALPATPOWR ABGSHIP ESABINDIA APARINDS SAKHTISUG Worst Price Performers Worst Performers 1D SOUISPAT BIRLACOT SOMDIST FERROALLOY RAMKY % Change (9.60) (9.09) (8.51) (7.63) (7.31) Worst Performers 1W WHEELS WARRENTEA RAMKY OMNITECH GOKUL % Change (38.96) (22.57) (21.92) (20.60) (20.52) Worst Performers 1M RADHEDE MARG CCCL MONNETISPA VASCONEQ % Change (42.18) (40.49) (37.22) (36.29) (36.28) % Change 20.00 18.56 12.60 11.57 10.97 Top Performers 1W IGARASHI MPSLTD AMTEKAUTO GLOBOFFS V2RETAIL % Change 41.30 36.21 31.07 27.55 27.49 Top Performers 1M SPECTACLE GLOBOFFS RMCL KGNIND AVANTI % Change 86.08 77.99 72.30 65.52 57.43

Top News :
Gujarat Pipavav Port Mgt Guideline : Company hopeful that exports will pick up given the demand revival in US & Europe. Company said the forex volatility has been a positive for the company. Company's outstanding debt stands at around Rs 300 crore. company is comfortable with the current debt and equity ratio Kolte-Patil Mgt Guideline : Company is likely to gain Rs 700-800 crore on its topline from the newly announced redevelopment projects in Andheri and Vile Parle. The projects will be launched in Q4FY15 and is likely to attract better margins than the prevailing deals. Tech Mahindra Clarification : News regarding " TechM and FT come Close on Deal Talks", Tech Mahindra Ltd has clarified that "the report is speculative in nature and therefore the answers to both your questions is in negative DFL Infrastructure Finance Ltd has received a letter from Reserve Bank of India, Chennai directing the Company not to;has received a letter from Reserve Bank of India, Chennai directing the Company not to Sell, transfer, create charge or mortgage or deal in any manner with its property and assets without prior written permission of the Reserve Bank of India . DLF Mgt Guideline : Company has met its FY14 debt guidance of Rs 17,500 crore. Currently, Rs 13,000 crore of debt is supported by rental assets . Mgt said the quality of debt has improved and is hopeful that interest costs will go down post Aman Resorts transaction. Company expects the rental assets and debt servicing to rise after the Noida Mall becomes operational. The company is lagging behind its Rs 6,000-crore sales guidance for FY14. Mgt doesnt expect the demand situation to improve till H1FY15. The New York Attorney General and the U.S. units of Ranbaxy Laboratories and Teva Pharmaceutical Industries have settled claims that an agreement between the two drugmakers unlawfully restricted competition . Teva and Ranbaxy will pay the New York state $300,000 and have agreed to refrain from similar agreements in the future Astral Poly Technik Ltd has informed that the Company has commenced commercial production and sale at its new manufacturing facility at Hosur, Tamilnadu having annual capacity of 7000 M.T. Bajaj Auto is building on its partnerships with Japan's Kawasaki Heavy Industries and Austria's KTM AG as it looks to increase exports of its bikes to fuel growth. The U.K. Office for National Statistics said that the rate of unemployment ticked up to 7.2% in December from 7.1% in November. Analysts had expected the jobless rate to hold steady at 7.1%. The Bank of England previously announced plans to keep interest rates on hold at record lows as long as the U.K. unemployment rate remains above 7%. Statistics South Africa Head Office said that South African CPI rose to a seasonally adjusted annual rate of 0.70%, from 0.30% in the preceding quarter. Analysts had expected South African CPI to rise 0.60% in the last quarter. Japanese Ministry of Economy, Trade and Industry said that Japans All Industries Activity Index fell to a seasonally adjusted -0.1%, from 0.3% in the preceding month. Analysts had expected Japans All Industries Activity Index to rise 0.2% last month.

Bse Code 500472 532408 500674 504959 520113 532099 505744 500166 500339

Company Name SKF India Megasoft SANOFI Stovec Inds Vesuvius India Database Fin Federal Mogul Goodricke Group RAIN

Result Calendar Q3FY14 Date Bse Code 21-Feb-14 513629 22-Feb-14 500530 25-Feb-14 502180 25-Feb-14 511371 25-Feb-14 517140 26-Feb-14 512205 26-Feb-14 513063 26-Feb-14 526299 26-Feb-14

Company Name Tulsyan NEC-$ Bosch Shree Digvijay-$ Vatsa Corp Moser Baer Vatsa Edu Transfreight Co Mphasis

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

Economic Calendar
Monday 17-Feb-14 Tuesday 18-Feb-14 Wednesday 19-Feb-14 Thursday 20-Feb-14 Friday 21-Feb-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

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