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Anand Rathi ~ Research 1 Weekly Wrap 07 th Jan, 2017 INDICES Current Week Previous Week % Return (W.o.W) S&P BSE SENSEX 26759 26626 0.50% CNX NIFTY 8244 8186 0.71% CNXBANK Index 18264 18177 0.48% CNXIT Index 10110 10399 -2.78% CNXREAL Index 178 165 7.50% CNXFMCG Index 20867 20754 0.54% CNXINFR Index 2796 2712 3.10% CNXPHRM Index 10473 10267 2.00% BSEAUTO Index 21010 20257 3.71% BSEMETL Index 10639 10109 5.24% CNXMNC Index 9935 9668 2.76% BSE500 Index 11200 11036 1.48% NiftyM50 Index 3767 3662 2.85% NiftyJr Index 22024 21390 2.97% SPBSMIP Index 12322 12031 2.41% INDICES Current Week Previous Week % Return (W.o.W) Dow 19,964 19,820 0.73% S&P 500 2,277 2,249 1.23% Nasdaq 5,521 5,432 1.64% CAC 4,910 4,862 0.98% FTSE 7,210 7,120 1.26% DAX 11,599 11,481 1.03% HANG 22,503 21,791 3.27% NIKKIE 19,454 19,402 0.27% 6-Jan-17 5-Jan-17 DII Equity (Rs. Cr.) 165.29 DII Equity (Rs. Cr.) 449.07 FII Equity (Rs. Cr.) -255.21 FII Equity (Rs. Cr.) -86.88 FII F&O (Rs. Cr.) 1490.94 FII F&O (Rs. Cr.) 3509.08 10 Yr Gsec yield 6.39 10 Yr Gsec yield 6.39 RS/$ 67.96 RS/$ 67.96 MOVERS & DRAGGERS Other Statistics INTERNATIONAL SCOREBOARD MARKET OUTLOOK MARKET OVERVIEW Trading for first day of the week and calendar year 2017 kicked-off on a muted note in the absence of any positive trigger. However, Bargain hunting emerged after initial loss and ended the week on a positive note. Gains were triggered as buying of equities by domestic institutional investors outpaced selling by foreign portfolio investors. On the macro front, manufacturing PMI in India fell to 49.60 in December 2016 from 52.30 in November. On the global front, US manufacturing posted the fourth straight month of faster expansion in December 2016 as new orders and output jumped, pointing to a growing economy, the Institute for Supply Management. The ISM manufacturing index rose 1.5 points from November to 54.7%, with 11 of the 18 industries surveyed reporting growth. In the week ended, the Sensex and Nifty both settled at 26759 and 8244 levels respectively. The BSE Mid-Cap index gained 2.4% while BSE Small-Cap index gained 3.3%. Both these indices outperformed the Sensex. Domestic and global macroeconomic data, Q3 results of India Inc., trend in global markets, investment by FIIs and DIIs, the movement of rupee against the dollar and crude oil price movement will dictate trend on the bourses in the week ahead. The next major trigger for the market is Q3 results of India Inc, which companies will commence announcing from the next week. IndusInd Bank will announce its Q3 results on Tuesday, TCS on Thursday and Infosys will announce its Q3 results on Friday. On macro front, the advance GDP data will be released by the government after market hours on Friday, 6 January 2017. The data is unlikely to capture the full effect of demonetisation announced by Prime Minister Narendra Modi on 8 November 2016. The, advancement of the Union Budget 2017 has caused an early release of the GDP data. The IIP data for November 2016 will be released after market hours on Thursday. The government will also announce monthly inflation data based on consumer price index (CPI) for December 2016 after market hours on Thursday. On the global front, Asian stock markets including Indian equities will on Monday react to the outcome of the crucial US non-farm payrolls data for December 2016 due later in the global day on Friday, 6 January 2017.

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Page 1: Weekly Wrap070 12017...the Sensex. Domestic and global macroeconomic data, Q3 results of India Inc., trend in global markets, investment by FIIs and DIIs, the movement of rupee against

Anand Rathi ~ Research 1

Weekly Wrap 07th Jan, 2017

INDICES Current Week

Previous Week

% Return(W.o.W)

S&P BSE SENSEX 26759 26626 0.50%CNX NIFTY 8244 8186 0.71%CNXBANK Index 18264 18177 0.48%CNXIT Index 10110 10399 -2.78%CNXREAL Index 178 165 7.50%CNXFMCG Index 20867 20754 0.54%CNXINFR Index 2796 2712 3.10%CNXPHRM Index 10473 10267 2.00%BSEAUTO Index 21010 20257 3.71%BSEMETL Index 10639 10109 5.24%CNXMNC Index 9935 9668 2.76%BSE500 Index 11200 11036 1.48%NiftyM50 Index 3767 3662 2.85%NiftyJr Index 22024 21390 2.97%SPBSMIP Index 12322 12031 2.41%

INDICES Current Week

Previous Week

% Return(W.o.W)

Dow 19,964 19,820 0.73%S&P 500 2,277 2,249 1.23%Nasdaq 5,521 5,432 1.64%CAC 4,910 4,862 0.98%FTSE 7,210 7,120 1.26%DAX 11,599 11,481 1.03%HANG 22,503 21,791 3.27%NIKKIE 19,454 19,402 0.27%

6-Jan-17 5-Jan-17

DII Equity (Rs. Cr.)165.29

DII Equity (Rs. Cr.) 449.07

FII Equity (Rs. Cr.) -255.21FII Equity (Rs.

Cr.) -86.88FII F&O (Rs. Cr.) 1490.94 FII F&O (Rs. Cr.) 3509.08

10 Yr Gsec yield6.39

10 Yr Gsec yield6.39

RS/$ 67.96 RS/$ 67.96

MOVERS & DRAGGERS

Other Statistics

INTERNATIONAL SCOREBOARD

MARKET OUTLOOK

MARKET OVERVIEW

Trading for first day of the week and calendar year 2017 kicked-off on a muted note in the absence of any positive trigger. However, Bargain hunting emerged after initial loss and ended the week on a positive note. Gains were triggered as buying of equities by domestic institutional investors outpaced selling by foreign portfolio investors. On the macro front, manufacturing PMI in India fell to 49.60 in December 2016 from 52.30 in November. On the global front, US manufacturing posted the fourth straight month of faster expansion in December 2016 as new orders and output jumped, pointing to a growing economy, the Institute for Supply Management. The ISM manufacturing index rose 1.5 points from November to 54.7%, with 11 of the 18 industries surveyed reporting growth. In the week ended, the Sensex and Nifty both settled at 26759 and 8244 levels respectively. The BSE Mid-Cap index gained 2.4% while BSE Small-Cap index gained 3.3%. Both these indices outperformed the Sensex.

Domestic and global macroeconomic data, Q3 results of India Inc., trend in global markets, investment by FIIs and DIIs, the movement of rupee against the dollar and crude oil price movement will dictate trend on the bourses in the week ahead. The next major trigger for the market is Q3 results of India Inc, which companies will commence announcing from the next week. IndusInd Bank will announce its Q3 results on Tuesday, TCS on Thursday and Infosys will announce its Q3 results on Friday. On macro front, the advance GDP data will be released by the government after market hours on Friday, 6 January 2017. The data is unlikely to capture the full effect of demonetisation announced by Prime Minister Narendra Modi on 8 November 2016. The, advancement of the Union Budget 2017 has caused an early release of the GDP data. The IIP data for November 2016 will be released after market hours on Thursday. The government will also announce monthly inflation data based on consumer price index (CPI) for December 2016 after market hours on Thursday. On the global front, Asian stock markets including Indian equities will on Monday react to the outcome of the crucial US non-farm payrolls data for December 2016 due later in the global day on Friday, 6 January 2017.

Page 2: Weekly Wrap070 12017...the Sensex. Domestic and global macroeconomic data, Q3 results of India Inc., trend in global markets, investment by FIIs and DIIs, the movement of rupee against

Anand Rathi ~ Research 2

Weekly Wrap 07th Jan, 2017

Current Week Previous Week16-Dec-16 9-Dec-16

AMT IN ( Rs. ) AMT IN (Rs. ) (%)JAIPRA 8.1 10.4 28.7%MINERAL&METL 52.8 62.3 18.0%UNITECH LTD 4.0 4.6 15.1%DLF LIMITED 111.4 126.6 13.7%INDBUL REAL 71.3 79.8 11.9%JUBILANT 630.7 705.0 11.8%DELTA CORP 110.1 122.3 11.1%JPINFRATEC 7.4 8.2 11.1%JUSTDIAL 338.6 375.8 11.0%

Current Week Previous Week16-Dec-16 9-Dec-16

AMT IN ( Rs. ) AMT IN (Rs. ) (%)MPHASIS LTD 565.6 528.1 -6.6%LIC HOUS.FIN 559.5 524.6 -6.2%DIVI'S LAB. 783.1 737.5 -5.8%MINDTREE LTD 521.8 500.6 -4.1%INFOSYS LTD 1,010.7 971.5 -3.9%TECH MAH 488.7 469.8 -3.9%TCS LTD. 2,362.0 2,283.6 -3.3%HDFC 1,262.5 1,222.2 -3.2%PROCTER &GAM 7,076.6 6,868.4 -2.9%SHREE CEMENT 14,724.7 14,300.1 -2.9%

Current Week Previous Week16-Dec-16 9-Dec-16

AMT IN ( Rs. ) AMT IN (Rs. ) (%)STI INDIA LT 10.9 19.2 76.7%SANWARIA AGR 5.0 7.2 44.8%NECC LTD 42.6 60.0 40.8%KILITCH DRUG 37.5 51.9 38.6%PG ELECTRO 130.8 179.4 37.2%VIPUL LTD 56.7 76.4 34.9%ASSAMCO 5.1 6.7 30.8%GLOBAL VECT 80.9 104.8 29.5%KOHINORFOODS 71.1 91.4 28.6%

Current Week Previous Week16-Dec-16 9-Dec-16

AMT IN ( Rs. ) AMT IN (Rs. ) (%)AUTORID.FIN 1.41 1.12 -20.6%UTTAMVALUE 0.44 0.35 -20.5%SURANA INDS 3.37 2.75 -18.4%SKFL 6.45 5.27 -18.3%BLB LTD. 6.94 6.04 -13.0%COMFORT COM 19.2 16.75 -12.8%ZODIAC JRD 39.2 36.05 -8.0%SUNDARAMMUL 4.88 4.5 -7.8%CENTURY EXT 7.24 6.72 -7.2%

TOP GAINERS - A GROUP

SCRIPNAME

CHANGE

TOP LOSERS - A GROUP

TOP LOSERS - B GROUP

SCRIPNAME

CHANGE

SCRIPNAME

CHANGE

TOP GAINERS - B GROUP

SCRIPNAME

CHANGE

CORPORATE NEWS Indian budget airline SpiceJet is poised to order at least 92 Boeing 737 jetliners, as the carrier plots rapid expansion in the world’s fastest growing aerospace market. The transaction, which would more than double SpiceJet’s 49-plane fleet, may be closed within weeks after lengthy talks that pitted Boeing against rival Airbus Group SE. Reserve Bank said it has imposed a penalty of Rs 3 crore on Lakshmi Vilas The penalty on the bank, has been imposed for "contravention of instructions" relating to opening and operation of current accounts, extending bill discounting facilities to non-constituents and walk-in customers and non-adherence to KYC norms. Britain's biggest carmaker Jaguar Land Rover said it was buying a minority stake in connected car technology firm CloudCar, as automakers seek out new partnerships and investments to build high-tech models. Car manufacturers are developing connected cars, which use the internet to improve customers' driving experiences and allow vehicles to communicate with each other, in a race with tech giants such as Google. Vedanta Group firm Hindustan Zinc Ltd (HZL) has got environment clearance for its Rs 1,200 crore Zawar Mines expansion project in Rajasthan. The world's second largest zinc producer wants to expand the production capacity of Lead-Zinc and ore beneficiation at its Zawar Group of underground mines located in Sarada district. Forex reserves rose by $625.5 million to $360.3 billion in the week ended December 30. Foreign exchange reserves had touched a record high of $371.99 billion at the end of September last year, but have been steadily declining since then. The government has approved of 26% strategic sale in state run BEML Ltd. The Company in a notification to stock exchanges informed that the government, ministry of defense has approved of the strategic sale plan.

Page 3: Weekly Wrap070 12017...the Sensex. Domestic and global macroeconomic data, Q3 results of India Inc., trend in global markets, investment by FIIs and DIIs, the movement of rupee against

Anand Rathi ~ Research 3

Weekly Wrap 07th Jan, 2017

DISCLAIMER: This report has been issued by Anand Rathi Share & Stock Brokers Ltd (ARSSBL), which is regulated by SEBI. The information herein was obtained from various sources; we do not guarantee its accuracy or completeness. Neither the information nor any opinion expressed constitutes an offer, or an invitation to make an offer, to buy or sell any securities, options, future or other derivatives related to such securities (“related investment”). ARSSBL and its affiliated may trade for their own accounts as market maker/ jobber and /or arbitrageur in any securities of this issuer(s) or in related investments, and may be on the opposite side of public orders. ARSSBL, its affiliates, directors, officers, and employees may have a long or short position in any securities of this issuer(s) or in related investment banking or other business from, any entity mentioned in this report. This research report is prepared for private circulation. It does not have regard to the specific investment objectives, financial situation and the particular needs of any specific person who may receive this report. Investors should seek financial situation and the particular needs of any specific investing in any securities or investment strategies discussed or recommended in this report and should understand that statements regarding future prospects may not be realized. Investors should note that income from such securities, if any, may fluctuate and that each security's price or value may rise or fall. Past performance is not necessarily a guide to future performance. Foreign currency rates of exchange may adversely affect the value, price or income of any security or related investment mentioned in this report.

DATA SOURCES: WWW.MONEYCONTROL.COM | BLOOMBERG | FALCON F7 NET | WWW.CAPITALMARKET.COM |WWW.INVESTOPEDIA.COM

Scrip Name Ex Date Purpose Scrip Name Ex Date Purpose

STERLING TOOLS LTD.-$ 9-Jan-17 Stock Split From Rs.10/- to Rs.2/- MINDTREE LTD. 25-Jan-17 -Stampede Capital Limited 10-Jan-17 Bonus issue 1:4 TRIDENT LTD. 25-Jan-17 -BALRAMPUR CHINI MILLS LTD. 12-Jan-17 Buy Back of Shares PERSISTENT SYSTEMS LTD. 31-Jan-17 -DHANUKA AGRITECH LTD. 12-Jan-17 Buy Back of Shares BHARAT ELECTRONICS LTD. 2-Feb-17 -OIL INDIA LTD. 12-Jan-17 Bonus issue 1:3 GODREJ CONSUMER PRODUCTS LTD. 6-Feb-17 -APAR INDUSTRIES LTD. 19-Jan-17 Buy Back of Shares SHREE CEMENT LTD. 6-Feb-17 -NHPC LTD. 19-Jan-17 - LT FOODS LTD. 7-Feb-17 Stock Split From Rs.10/- to Rs.1/-SANGUINE MEDIA LTD. 19-Jan-17 Consolidation of Shares TRANSPORT CORPORATION OF INDIA LTD. 9-Feb-17 -

CORPORATE ACTION

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