1. finance
2. investing
3. stocks

Morning Report
A. K. Stockmart Pvt. Ltd.
A.K. Stockmart Pvt. Ltd.
Market Snapshot & Bulk Deals
Highlights
Sector & Stock Performance
Sector & Corporate News
Economy, Money & Banking
Economy & International news
Overview
Technical & Derivatives update
Recommendations
Morning Raaga
Date: January 5, 2015
January 5, 2015
1
Morning Report
Global Indices
A. K. Stockmart Pvt. Ltd.
Closing
% Chg
% YTD
FII
17832.99
4230.237
6547.8
4252.29
9764.73
48512.22
17450.77
23857.82
3234.677
0.06%
-0.14%
-0.28%
-0.48%
-0.42%
-2.99%
-1.57%
1.07%
2.18%
8.28%
19.54%
-2.72%
0.59%
3.49%
-4.03%
7.12%
4.56%
55.28%
Index
Futures
Indian Indices
Closing
% Chg
% YTD
SENSEX
NIFTY
MSCI INDIA
CNX MIDCAP
BSE SMALL-CAP
INDEX
27887
8395
863.2
12168
11308
1.38%
1.35%
33.75%
35.17%
2.7%
0.65%
0.74%
5.6%
59.45%
72.56%
DOW JONES
NASDAQ
FTSE
CAC
DAX
BOVESPA
NIKKEI
HANGSENG
SHANGHAI
Index
Options
Stock
Futures
Stock
Options
OI at
Buy (cr) Sell (cr) EOD (cr)
1146
694
Corporate Highlight:

BHEL bags Rs 3,810 cr contract for power project.

Tata Steel resumes Noamundi iron ore mine.
16216
13214
13103
46639
2146
1946
49130
999
990
1742
Economy Highlight:

FII trading activity ( Crores)
Buy
Sell
Net
Category
Value
Value
Value
FII
2082
1823
259
DII
1527
1457
69
ADR Gainers
MAKEMYTRIP LTD
TATA MOTORS LTD-SPON
ADR
HDFC BANK LTD-ADR
ADR Losers
DOCTOR REDDY'S LABADR HOLDINGS LTD-ADR
WNS
LIMITED-ADR
GENPACT
LTD
Last
27.2
43.8
52.0
Last
50.1
20.6
18.9
Govt raises solar investment target to $100 bn by 2022.
International Highlight:

Wall St Weekahead: New year may mean new view on
energy stocks.
% Chg
4.6%
3.7%
2.4%
% Chg
-0.7%
-0.1%
-0.2%
Bulk Deals
Company
NA
January 5, 2015
Client Name
Buy/Sell
Qty
Price
2
Morning Report
A. K. Stockmart Pvt. Ltd.
Sector & Corporate News
Sectoral indices
BANKEX
CG
PSU
CD
REALTY
METAL
POWER
IT
AUTO
TECK
FMCG
HC
OIL & GAS
Nifty Leaders
HDFC LTD
ASIAN PAINTS LTD
JINDAL STEEL & POWER LTD
ULTRATECH CEMENT LTD
ICICI BANK LTD
Nifty Laggards
BPCL LTD
M&M LTD
NMDC LTD
HINDUSTAN UNILEVER LTD
RELIANCE INDUSTRIES
January 5, 2015
Closing
21830.1
15760.4
8312.0
9758.8
1571.9
10966.2
2115.9
10721.1
18837.2
5927.6
7776.9
14720.2
9917.1
% Chg
1.7%
1.7%
0.5%
0.7%
0.9%
0.9%
1.2%
1.2%
0.7%
1.0%
0.4%
0.3%
0.1%
% MTD
2.30%
-4.02%
-0.37%
-2.26%
-7.32%
-2.10%
-1.27%
-3.53%
-2.59%
-3.13%
-0.82%
-2.78%
-7.04%
% YTD
70.88%
60.70%
45.08%
68.26%
9.02%
12.84%
29.19%
16.16%
56.59%
15.80%
19.96%
46.98%
16.12%
Price
1171
775
161
2742
362
% Chg
4.26
3.46
3.45
2.99
2.84
% MTD
6.09
-1.82
5.37
10.83
1.18
% YTD
3.17
3.02
6.65
2.47
2.61
Price
644
1224
146
755
885
% Chg
-1.50
-1.00
-0.88
-0.33
-0.26
% MTD
-9.35
-4.83
6.37
-7.70
-8.55
% YTD
-0.25
-0.79
1.34
-0.55
-0.63

BHEL bags Rs 3,810 cr contract for power project: Stateowned Bhel has bagged a Rs 3,810 crore contract from
Telangana for setting up the newly formed state's first
thermal power project. "Valued at Rs 3,810 crore, the order is
for setting up the 800 MW supercritical thermal power plant
on EPC (engineering, procurement & construction) basis at
Kothagudem in Khammam District of Telangana," BHEL said
in a statement. The order has been placed on the company
by the Telangana State Power Generation Corporation
Limited (Tsgenco). The project is to be commissioned in 36
months on fast track basis with both Bhel and Tsgenco
setting up teams to expedite clearances and execution of
the project. Tsgenco has entered into an MoU with BHEL for
construction of new thermal power plants totalling to 6,000
Mw in the state in the next three years to meet the
increasing demand for power, the statement said.

Tata Steel resumes Noamundi iron ore mine: The Noamundi
iron ore mine of Tata Steel has resumed production after a
gap of nearly four months providing a huge relief to the firm
which recently resorted to imports for the first time in over 100
years of existence. The Jharkhand-based mine, which has 10
million tonnes per annum capacity, is crucial to Tata Steel's
raw material supply for its 9.8 mtpa Jamshedpur facility. "We
have started the mine from January 1. It will reach to its full
capacity in 2-3 days. The rated capacity of the mine is 10
mtpa," the official said. The Noamundi mine has been closed
since September on renewal of lease issues which forced
Tata Steel to resort to imports of iron ore to the tune of 5
million tonnes.
3
Morning Report
A. K. Stockmart Pvt. Ltd.
Economy Money & Banking
Forex Rate
USD~INR
EUR~INR
GBP~INR
Economy News:
Last
% Chg
% MTD
% YTD
63.2950
76.2962
96.9200
-0.1%
-0.3%
-1.5%
0.4%
-0.4%
-1.5%
0.4%
-0.4%
-1.5%

Commodities Update
Commodities
Gold ($/Ounce)
Silver (US $/t oz)
Aluminium ($/t)
Copper ($/t)
Zinc ($/t)
Lead ($/t)
Nickel ($/t)
Crude Oil ($/Bl)
Baltic Dry Index
Dollar Index
Last
1182.7
15.8
1805.3
6321.0
2194.8
1859.3
14756.0
52.7
771.0
91.1
% Chg
0.1%
0.4%
-1.1%
-0.7%
1.3%
0.9%
-2.1%
-1.1%
-1.4%
0.9%
% MTD
-1.3%
-2.2%
-1.1%
-0.7%
1.3%
0.9%
-2.1%
-1.1%
-1.4%
0.9%
Libor rates (US $)
LIBOR 1 Month
LIBOR 3 Month
LIBOR 6 Month
LIBOR 1 Year
January 5, 2015
% YTD
-1.3%
-2.2%
-1.1%
-0.7%
1.3%
0.9%
-2.1%
-1.1%
-1.4%
0.9%
International News:

0.17
0.26
0.36
0.63
1.0%
0.2%
1.5%
0.0%
Govt raises solar investment target to $100 bn by 2022: Prime
Minister Narendra Modi has ramped up his target for solar
energy as he bets on renewables to help meet rising power
demand and overcome the frequent outages that plague
Asia's third largest economy, a senior official told Reuters.
India gets twice as much sunshine as many European
countries that use solar power. But the clean energy source
contributes less than 1% to India's energy mix, while its
dependence on erratic coal supplies causes chronic power
cuts that idle industry and hurt growth. Modi now wants
companies from China, Japan, Germany and the United
States to lead investments of $100 billion over seven years to
boost India's solar energy capacity by 33 times to 100,000
megawatts (MW), said Upendra Tripathy, the top official in
the Ministry of New and Renewable Energy.
Wall St Weekahead: New year may mean new view on
energy stocks: Last year was an ugly one for the US energy
sector, and while the first trading day of 2015 pointed to
continued weakness in oil, investors are starting to look to
when the sector might start to recover. Crude oil prices fell
42% in the fourth quarter. The fallout on corporate bottom
lines isn't yet known, but forecasts suggest it will be severe.
Energy sector earnings are seen down 19.6% in the fourth
quarter, according to Thomson Reuters data; on Oct. 1, the
consensus estimate was for growth of 6.4%.While the flip in
expectations is bearish, analysts say the dramatic decline in
the stocks means some investors are going to start looking for
buying opportunities.
4
Morning Report
Nifty Daily Chart:
A. K. Stockmart Pvt. Ltd.
Market Outlook:CNX Nifty futures on the Singapore stock exchange indicates that the
Nifty could fall 27 points at the opening bell.
January 5, 2015
5
Morning Report
A. K. Stockmart Pvt. Ltd.
DISCLAIMER:
This document has been prepared by A. K. STOCKMART (P) LTD. This document is subject to changes without prior notice and is intended only for the person or entity to which it
is addressed to. No portion of this document shall be reproduced, reprinted, duplicated, sold or redistributed. Also, this publication may not be distributed to the public media or
quoted or used by the public media without the express written consent of A. K. STOCKMART (P) LTD. Kindly note this document does not constitute an offer or solicitation for the
purchase or sale of any financial instrument or as an official confirmation of any transaction.
Though disseminated to all the customers simultaneously, not all customers may receive this report at the same time. A. K. STOCKMART (P) LTD. will not treat recipients as
customers by virtue of their receiving this report.
The information contained herein is from publicly available data. Opinion expressed is our current opinion as of the date appearing on this material only. While we would endeavor
to update the information herein on a reasonable basis, A. K. STOCKMART (P) LTD., its holdings and associated companies, their directors and employees (“A. K. STOCKMART (P)
LTD. and affiliates”) are under no obligation to update or keep the information updated. Also, there may be regulatory, compliance, or other reasons that may prevent A. K.
STOCKMART (P) LTD. and affiliates from doing so. We do not warrant the accuracy, adequacy or completeness of this information and materials and expressly disclaims liability for
any errors or omissions or delays in this information and materials.
Technical analysis is generally based on the study of trading volumes and price movements in an attempt to identify and project price trends. Technical analysis does not consider
the fundamentals of the underlying securities discussed in this report and may offer and investment opinion that conflicts with the recommendations or opinions on underlying
securities issued by fundamental equity research analyst of any of its associates.
Prospective investors and others are cautioned that any forward-looking statements are not predictions and may be subject to change without notice. This document is prepared
for assistance only and is not intended to be and must not alone be taken as the basis for investment decisions. Past performance is not necessarily indicative of future returns.
The user assumes the entire risk of any use made of this information. Each recipient of this document should make such investigations as it deems necessary to arrive at as
independent evaluation of and investment in the financial instruments referred to in this document (including merits and risks involved), and should consult its own advisors to
determine the merits and risks of such investments. The investments discussed or views expressed may not be suitable for all investors. We do not undertake to advise you as to
any change of our views. Our proprietary trading and investment businesses may make investment decisions that are inconsistent with the recommendations expressed herein.
Affiliates of A. K. STOCKMART (P) LTD. may have issued other reports that are inconsistent with and reach different conclusions from the information presented in this report.
This report is not directed or intended for distribution to, or use by, any person or entity who is citizen or resident of or located in any locality, state, country or other jurisdiction,
where such distribution, publication, availability or use would be contrary to law, regulation or which would subject A. K. STOCKMART (P) LTD. and affiliates to any registration or
licensing requirement within such jurisdiction. The financial instruments described herein may or may not be eligible for sale in all jurisdictions or to certain category of investors.
Person in whose possession this document may come are required to inform themselves of and to observe such restriction.
A. K. STOCKMART (P) LTD. & affiliates may have used this information set forth before publication and may have positions in, may from time to time purchase or sell or may be
materially interested in any of the financial instruments or related securities. A. K. STOCKMART (P) LTD. & affiliates may from time to time, have long or short positions in, or buy
or sell the securities thereof, of the company(ies) mentioned herein or be engaged in any other transaction involving such securities and earn brokerage or other compensation or
act as a market maker in the financial instruments of the company(ies) discussed herein or act as advisor or lender/ borrower to such company(ies) or have other potential conflict
of interest with respect to any recommendation and related information and opinions.
A. K. STOCKMART (P) LTD. & affiliates may from time to time solicit from, or perform investment banking, or other service for, any company mentioned herein. Without limiting
any of the foregoing, in no event shall A. K. STOCKMART (P) LTD. or any of its affiliates or any third party involved in,or rated to, computing or compiling the information have any
liability for any damages of any kind. Any comment or statements made herein are those of the analysts and do not necessarily those of A. K. STOCKMART (P) LTD.
January 5, 2015
6
Morning Report
A. K. Stockmart Pvt. Ltd.
A.K. Stockmart Pvt.Ltd.
January 5, 2015
30-39, Free Press House, 3rd Floor, Free Press Journal Marg, 215, Nariman Point, Mumbai – 400 021
Tel. No.: 91-22-67546500 / 67544744 Fax.: 91-22-67544666
Toll Free No.: 1800-209-3113 Customer Care ID.: [email protected]
Investor Grievances: [email protected]
CIN: U67120MH2006PTC158932
7