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.
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January 5, 2015
6
Morning Report
A. K. Stockmart Pvt. Ltd.
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January 5, 2015
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