Weekly Wrapup Vol-117 04July2015

Retail Research Vol. 117 04 July, 2015

MARKET REVIEW

Indian equity markets remained in consolidation phase during the

week amid Greek debt crisis, satisfactory rainfall data and upcoming

quarterly earnings results for Q1FY16. Sensex and Nifty moved up

by 1.0% and 1.2% to close at 28092.79 and 8484.9 respectively.

Whereas, Mid cap and Small cap indices climbed up1.7% and 1.6%

to close at 10870.0 and 11303.58 respectively.

Quarterly results for the next week:

Name Date

TCS 9-July-15

CORPORATE

Marksans Pharma buys out US-based Time-CapLaboratories

Drug maker Marksans Pharma acquired US-based Time-Cap

Laboratories for an undisclosed amount. The acquisition was done

through its wholly-owned subsidiary, Marksans Pharma. With this

move, the company is strategically increasing its presence in the

US market, the largest pharmaceutical market in the world Marksans

Pharma said in a filing to BSE. The company manufactures over

50 unique products from its New York facility, including tablets,

caplets, capsules and pellets. Time-Cap's average annual revenue

over the past four years is in excess of $30 million per annum, and

it achieved an average annual adjusted EBITDA of approximately

$4 million, it said, adding, the company currently has no debt [ET].

L&T wins construction orders worth Rs 2,035 crore

Larsen & Toubro has bagged fresh orders for construction worthtotalling Rs 2,035 crore in June, the engineering major said. L&T'stransportation infrastructure business has won a major engineering,procurement and construction order from an infrastructure developerfor the construction of 109.54 kms of four lane dual carriage way ofthe Solapur, Maharashtra - Bijapur, Karnataka road, the companysaid without disclosing the name of the client. L&T said that it hassecured new orders for construction of office spaces including add-on work. This includes a major order from a global informationtechnology solutions provider for the turnkey construction of theiroffice building in Hyderabad [ET].

CNX Nifty

For Private Circulation Only

Indices 26-Jun 3-Jul % Chg

Nifty 8381.1 8484.9 1.2

Sensex 27811.8 28092.8 1.0

Midcap 10686.1 10870.0 1.7

Smal l cap 11124.5 11303.6 1.6

Indices 26-Jun 3-Jul % Chg

BSE Reality 1440.1 1423.8 (1.1)

BSE healthcare 16424.6 16664.7 1.5

BSE Bankex 21058.8 21505.2 2.1

BSE IT 10719.4 10589.7 (1.2)

BSE FMCG 7613.2 7819.4 2.7

BSE Cap Goods 17558.5 17893.0 1.9

BSE PSU 7666.9 7763.6 1.3

BSE Oil 9899.5 10006.1 1.1

Bse Auto 18865.3 18970.5 0.6

BSE Cons Durab 10692.0 10856.4 1.5

BSE Power 2037.3 2058.9 1.1

BSE Metal 9300.3 9239.8 (0.7)

Rs in Cr FII Inv DII Inv

Buy 16292.4 7745.0

Sell 16830.1 6645.5

Net (537.7) 1,099.5

29 June - 03 July

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Weekly Wrap-up

Weekly Summation Report

SBICAP Securities Limited / 2

Kotak Bank gets FIPB nod to raise FII limit to 55%

Kotak Mahindra Bank's proposal to raise foreign investment limit

in the lender to 55% was cleared by the Foreign Investment

Promotion Board (FIPB). After deferring a decision on the proposal

in the past, the FIPB cleared the application after the Department

of Financial Services gave its opinion on the matter. Kotak Bank

had approached the Board after the Reserve Bank barred overseas

investments in it as foreign shareholding hit the permissible

threshold following the merger of ING Vysya Bank with Kotak Bank.

Investments from FIIs, FPIs and foreign banks had reached 48.55%

in the merged entity. The clearance comes days after Kotak Bank's

shareholders gave approval for issuance of bonus shares. The

annual general meeting of the bank held on June 29 had approved

issuance of "bonus shares in the proportion of one equity share for

every equity share of face value Rs 5 held by such person on the

record date. [BS]

HPCL to raise Rs 1,260 cr for capex

State-run refiner Hindustan Petroleum Corporation is planning to

raise $200 million (Rs 1,260 crore) by this August, which would be

used for its expansion. The projects would be completed by the

year-end. These pipelines Rewari-Kanpur product pipeline, Uran-

Chakan-Shikrapur LPG pipeline, Mangaluru-Hassan-Mysuru LPG

pipeline and Awa-Salawas pipeline - are being built at the cost of

Rs 2,356 crore. The Rewari-Kanpur pipeline would help HPCL save

on logistic cost. The total project cost is Rs 1,210 crore. The

objective of the Uran-Chakan-Shikrapur LPG pipeline, being laid

at the cost of Rs 310 crore, is to reduce the tanker movement on

Mumbai-Pune route. Bharat Petroleum Corporation Limited is a 50

per cent partner in this project. It is expected to be completed by

this October. [BS]

BPCL acquires 19.97% stake in PetronetCCK

Bharat Petroleum Corporation Limited has acquired 19.97% stake

from a financial institution which was an investor in Petronet CCK

Limited (PCCKL). Petronet CCK Limited was joinlty promoted by

BPCL and Petronet India Limited and financial institutions. Post

the acquisition PCCKL will become a subsidiary of BPCL with BPCL

holding 68.97%. PCCKL owns and operates a petroleum product

pipeline from Kochi to Karur in Tamil Nadu via Coimbatore for

transportation of petroleum products. The present installed capacity

of the pipeline is 3.3 million metric tonnes per annum. [BS]

Close Close % Chg

26-Jun 3-Jul

HUL 886.4 924.1 4.2

Bharti Airtel 417.6 434.8 4.1

Axis Bank 565.6 585.9 3.6

Lupin 1,836.9 1,900.5 3.5

BHEL 250.8 258.3 3.0

Close Close % Chg

26-Jun 3-Jul

Ambuja Cements 227.0 242.4 6.8

Bosch 21,805.0 22,988.3 5.4

Idea Cel lular 172.3 181.2 5.2

UltraTech Cement 2,914.7 3,064.7 5.1

BPCL 862.1 902.9 4.7

Close Close % Chg

26-Jun 3-Jul

HUL 117.0 110.6 -5.5

GAIL (India) 399.8 385.4 -3.6

Vedanta 174.9 170.7 -2.4

MARUTI 4,073.4 4,001.9 -1.8

Infosys 1,006.1 990.0 -1.6

Close Close % Chg

26-Jun 3-Jul

Tech Mahindra 521.8 471.6 -9.6

HINDALCO 117.0 110.6 -5.5

GAIL (India) 399.5 385.3 -3.6

Vedanta 174.9 170.6 -2.5

MARUTI 4,070.0 3,998.9 -1.7

Top 5 Performers Sensex

Top 5 Performers Nifty

Top 5 losers Sensex

Top 5 losers Nifty

Weekly Wrap-up



ECONOMYGovernment pegs marine exports to grow by 20% to$6.6 billion in FY16

India's marine product export is expected to grow by around 20 percent to $6.6 billion this fiscal, the commerce ministry said. India'smarine product export increased by 10 per cent to $5.51 billion in2014-15. Marine Products Export Development Authority (MPEDA)envisages export of marine products worth $6.6 billion during theyear 2015-16, the ministry said in a statement. Exports aggregatedto 10,51,243 tonnes in 2014-15. Frozen shrimp continued to be themajor export item in the export basket in terms of quantity andvalue, accounting for a share of 34.01 per cent in quantity and 67.19per cent of the total earnings in US dollar terms. The overall exportof shrimp during 2014-15 was to the tune of 3,57,505 tonnes worth$3.7 billion. Fish, the second largest export item, accounted for ashare of about 29.44 per cent in quantity terms and 11.24 per centin US dollar terms [ET].

Core sector growth rises to 4.4% in May

The growth in eight core sectors rose to 4.4 percent in May versusa decline of 0.4 percent in April. The growth has come in at a six-month high. The eight core sector industries include coal, crudeoil, natural gas, refinery products, fertilizer, steel, cement andelectricity. For the April-May period, output rose 2.1 percent against4.7 percent year-on-year (YoY). Sector-wise, coal production grew7.8 percent versus 7.9 percent MoM, crude oil output saw a marginal0.8 percent growth against a decline of 2.7 percent MoM, naturalgas production declined 3.1 percent versus a fall of 3.6 percent(MoM), petrol refinery products production rose 7.9 percent againsta decline of 2.9% percent MoM, fertiliser production was up 1.3percent versus a decline of 0.04 percent in April, steel output grew2.6 percent against a growth of 0.6 percent (MoM), electricitygeneration rose 5.5 percent versus a decline of 1.1 percent (MoM)and cement output grew 2.6 percent against a fall of 2.4 percent inApril, according to the data released by the Commerce and IndustryMinistry [Moneycontrol].

No threat to paddy crop despite deficient rain forecast:Government

The government today tried to allay concerns on paddy crop, sayingthere's no threat to it despite IMD's projection of deficient rains inJuly and August. The sowing of paddy, the main kharif (summer)crop, has started picking up in major growing areas. The coveragearea under paddy crop has so far improved in states such as AndhraPradesh, Telangana and Punjab due to the pick-up in rains in June.In Punjab, transplanting of paddy so far has been done in 12.45lakh hectares against the target of 28 lakh hectares while farmersin Andhra Pradesh have sown the crop in 78 per cent of the averagenormal area. As of June 26, paddy in India was sown in only 23.28lakh hectares, slightly lower than 25.04 lakh hectares in the year-ago period, the data showed [ET].

10 years Government of India Bond Yield

%

91 days T-bi ll* 7.5602

182 days T-bi ll* 7.6622

364 days T-bi ll* 7.7217

*cut off at last auction

$bn

External debt 461.90

Forex reserves 353.88

CAD 1.13

CPI(%) 5.01

WPI(%) -2.65

IIP (%) 4.10

Monetary policy data (INDIA)

Current%

Previous%

Chgbps

Repo rate 7.25 7.50 (25)

Reverse Repo rate 6.25 6.50 (25)

CRR 4.00 4.00 -

Government securities market

Key Economic Indicators

7.70007.74007.78007.82007.86007.90007.94007.9800

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GLOBAL EVENTSEurozone inflation slows to 0.2% in June

The eurozone's inflation rate dipped slightly from 0.3% in May to

0.2% in June, according to official figures. The reading marks the

second month of a return to inflation after five months of flat or

falling prices. The European Central Bank (ECB) has been taking

steps to reflate the economies of the 19 countries that use to euro.

Other figures showed that unemployment throughout the bloc

remained at 11.1% in May, the same level as in April. Unemployment

in Germany was the lowest of the 19, at 4.7%, while crisis-struck

Greece was the highest at 25.6%. The rise in prices was due in

part to an increase in food and beverage costs, which were 1.2%

higher [BBC].

US jobs growth and factory sales slow down

US employment rose by 223,000 in June, while the April and May

figures were revised down, official figures show. May's figure was

revised from a rise of 280,000 jobs to a rise of 254,000, according

to the US Labor Department. Despite the slower growth, the jobless

rate fell to 5.3% from 5.5%, but that was in part due to people

dropping out of the labour force. Meanwhile, factory orders fell in

May by the largest amount in three months, the Commerce

Department said. The labour force shrunk by 432,000 in June,

following a sharp increase in May. The average monthly increase

in employment over the past 12 months has been 250,000.

Meanwhile, the Commerce Department said factory orders fell 1%

in May from April, when orders contracted by 0.7% [BBC].

S Korea to inject $10bn into economy after Mers outbreak

South Korea's government has proposed pumping billions of dollars

into its economy as it struggles with falling exports and an outbreak

of Middle East Respiratory Syndrome (Mers). A fresh stimulus

package put forth worth 11.8tn Korean won ($10.5bn 6.7bn), is

part of a larger economic stimulus plan worth 22tn won. South Korea

is targeting a growth rate of 3.1% for the year. South Korea's export-

led economy has been hit by slowing global demand for its goods,

together with sluggish consumer demand at home. The government

proposed a supplementary budget to deal with revenue shortages

and 5.6 trillion won to help overcome the Mers outbreak, improve

water resources management, support the working class and

stimulate local economies [BBC].

World Indices 26-Jun 3-Jul % Chg

DJIA 17890.4 17730.1 -0.9

Nasdaq 5112.2 5009.2 -2.0

Nikkei 225 20706.2 20539.8 -0.8

Straits Times 3320.9 3342.7 0.7

Hang Seng 26663.9 26064.1 -2.2

FTSE 100 6807.8 6585.8 -3.3

DAX 11473.1 11058.4 -3.6

Shanghai Composite 4192.9 3686.9 -12.1

Currencies Vs INR 26-Jun 3-Jul % Chg

USD 63.6 63.4 -0.3

GBP 100.1 98.9 -1.1

EURO 71.2 70.3 -1.3

YEN (100 units) 51.5 51.5 -0.1

Commodity data 26-Jun 3-Jul % Chg

Brent Crude ($/bbl) 63.1 60.3 -4.5

Gold(Rs/10gm) 26349.0 26148.0 -0.8

Si lver(Rs/kg) 36000.0 35591.0 -1.1

Weekly Wrap-up



Technical Desk:

MARKET OUTLOOK:The week gone by:Nifty future closed at 8488 up by 1.27 % from the previous week's close of 8381.65.

During the week nifty future open at 8262.25 made a low of 8191.40 and a high of 8497 and closed the week at 8488. Thevolumes were lower than the previous week showing weakness in the up move. This week nifty future gave range of305.60 points.

Pattern:Nifty future has broken out of the the minor downwards sloping price channel on the upside in weekly chart.

Nifty future has also broken the lower swing tops and lower swing bottoms in weekly chart by making the higher swing highof 8497 compared to previous swing high of 8488.60.

The high of Big Red candle with high volume made on late February 2015 and the swing high of 8668 made in lateNovember 2014 can act as a resistance on the upside.

Nifty is likely to show selling pressure at higher levels as there is a decrease in volumes which shows lack of participationfrom the buyers. Therefore selling at higher level is recommended.

The week ahead:The nifty future may find support around 8390 and 8328 on the downside (8390 is the 50% price extension drawn from lowof 2228 to the high of 6336 and 8328 is the swing low which was made during the week ended 27-03-2015)The nifty future may find resistance around 8587 and 8668 on the upside (8587 is the 123.60% price extension drawn fromlow of 4538 to high of 6349 and 8668 is the swing top which was made during the week ended 28-11-2014)The nifty future has closed at the upper level of the weekly charts showing bullishness for the next week. The volumeswere less as compared to previous week showing weakness in the up move. Nifty future has closed above 8390.If itremains above 8390 then immediately on the upside it will find resistance at 8587. A close below 8390 can take nifty tolower level of 8160.Selling at higher levels is advisable in the band mentioned below. We assume a volatile trading for thenext week.Broader trading range for the week to come: 8160 - 8668Immediate probable trading range for the next week: 8390 - 8587.

Nifty July Future Weekly Chart

Weekly Wrap-up



Derivatives Desk:

Weekly Market SummaryMarket continued its uptrend, overlooking the global concerns from Greece amid positive macro economic data whereingrowth in production in the eight key infrastructure sectors hit a six-month high of 4.4% in May, after two consecutive monthsof decline, indicating a recovery in industrial activity. While some support also came after IMD reported better than normalmonsoon along with Skymet country's lone private weather forecaster maintaining a normal monsoon forecast, has predictedJuly rainfall to be 104 percent of Long Period Average aiding bumper harvest. Nifty July Fut closed at 8488 up by 106 pointsor 1.27% this week. Nifty fut premium this week increased from 0.55 points to 3.10 point. Bank Nifty was up by 373 points or2.03% to 18721.95.Nifty Futures OI stands at 1.86cr increased by 27% over the week and the annualized Cost of Carry increased to 0.51% from0.07%, shows of some addition of long positions.The Put-Call Ratio increased to 1.11 from 1.01. Nifty Call added total OI of 55.81 Lac shares, with major OI addition of15.09lac at 8500, 13.22L at 8700 and 6.04L at 8600 strike price. Nifty Put side added total OI of 111.54Lac, with majoraddition of 18.30Lac at 8000, 17.85Lac at 8200 and 17.19Lac at 8300 strike price. Highest Open interest build up in Nifty calloptions is observed at 8500 strike price with OI of 45.99Lac and put side it is observed at 8000 strike price with OI of54.68Lac followed by 8700 call & 7900 put.Average Implied Volatility (IV) for NIFTY options increased to 15.85% from 15.26% and historical volatility (HV) decreased to16.85% from 18.11%.Total market wide open interest increased by 32.23% from 284.98Cr to 317.21Cr on weekly basis.Sector wise OI increased in TEXTILE, IT, CEMENT while OI decreased in INFRA, REALTY and PHARMA.Liquid counters having very high HV are UNITECH, SUNTV, ADANIENT, HDIL, WOCKPHARMA & HDIL. Stocks with lowvolatility are POWERGRID, TCS, HDFCBANK, L&TFH, MARUTI and INFY.

Market Outlook:- The India Volatility Index (VIX), a gauge for market's short term expectation of volatility increased by 3.49%on weekly basis after making a high of 18.78 and closing at 16.31.Next week market participants will be reacting to the Greecereferendum scheduled on Sunday, as polls showed the outcome is impossible to predict and what happens next even moreuncertain while on domestic front market participants will be eyeing IIP data along with development in monsoon for month ofJuly.Nifty fut may trade widely in the range of 8750 - 8800 on upside and 8200 - 8160 on down side in coming week. 8620 mayact as immediate resistance and 8360 may act as immediate support.

Future OI Gainers

Symbol Price %chg OI % Vol %

IGL 446.80 7.22 76.78 -66.80

SRF 1258.10 4.07 47.95 -50.10

KSCL 731.20 -4.88 47.88 -37.35

PAGEIND 15434.90 1.27 45.80 65.10

KSCL 768.75 -2.16 17.69 4.26

Calls_OI Gainers

Symbol Strike OI % Vol% IV

TECHM 500 13513 -50 36.65

RPOWER 55 81 -1 46.28

JINDALSTEL 105 2633 93 59.06

ADANIENT 110 40 -21 52.56

VOLTAS 320 199 2 38.00

Future OI Losers

Symbol Price %chg OI % Vol %

IBREALEST 56.00 -3.36 -16.78 -15.73

BATAINDIA 1077.20 3.12 -14.18 -12.71

APOLLOHOSP 1301.75 -0.36 -13.91 -9.39

APOLLOTYRE 170.75 -0.90 -12.91 -52.78

IBULHSGFIN 657.65 6.16 -11.81 -13.00

Puts_OI Gainers

Symbol Strike OI % Vol% IV

IOC 390 579 -1 27.94

HINDPETRO 720 77 -15 30.27

HINDUNILVR 860 161 -38 25.54

L&TFH 65 211 -26 26.77

IBULHSGFIN 660 2767 160 33.24

Weekly Wrap-up



Weekly Calls:

Top 5 Techno-Funda picks:

Company CMP Target Stop Loss

Bharti Infratel 464.5 488.0 451.0

Dishman 163.0 171.0 158.0

Shilpi Cable 40.2 42.0 39.1

HDFC 1316.1 1382.0 1282.0

Bajaj Auto 2588.0 2717.0 2520.0

Derivative Strategies:

Nifty 8500 CALL 25 Buy 1 Lot 135 133 134

Nifty 8700 CALL 25 Sell 1 lot 52 50 51

NIFTY BULL CALL SPREAD

Scrip Lot Size Buy/ Sell Range

Rs.2925 Rs.-2075 8583

Avg. Price Max Profit(on Expir)Max Loss(on Expir) BEP

Weekly Wrap-up



Updated Corporate Actions:

Dividend

Co_Name Ex-Date Div. % DPS FV CMP Type Div. Yield(%) Remark

Balkrishna Inds 6-Jul-15 120 2.4 2 727.0 Final 0.3

Vedanta 6-Jul-15 235 2.35 1 179.7 Final 1.3

Menon Bearings 6-Jul-15 80 0.8 1 41.8 Final 1.9

JSW Steel 6-Jul-15 110 11 10 904.3 Final 1.2

Sundaram Finance 7-Jul-15 60 6 10 1593.8 Final 0.4

Honeywell Auto 7-Jul-15 125 12.5 10 7778.5 Final 0.2

South Ind.Bank 7-Jul-15 60 0.6 1 24.3 Final 2.5

Elegant Marbles 8-Jul-15 20 2 10 64.3 Final 3.1

Greenply Inds. 8-Jul-15 60 3 5 828.3 Final 0.4

Karnataka Bank 8-Jul-15 50 5 10 147.7 Final 3.4

MBL Infrast 8-Jul-15 30 3 10 500.5 Final 0.6

Cairn India 8-Jul-15 40 4 10 187.9 Final 2.1

Bajaj Holdings 9-Jul-15 325 32.5 10 1451.6 Final 2.2

NOCIL 9-Jul-15 10 1 10 48.5 Final 2.1

Empire Inds. 9-Jul-15 240 24 10 1587.8 Final 1.5

Bharat Seats 9-Jul-15 45 0.9 2 33.7 Final 2.7

Swaraj Engines 9-Jul-15 150 15 10 885.5 Final 1.7

Swaraj Engines 9-Jul-15 180 18 10 885.5 Special 2.0

Jetking Infotrai 9-Jul-15 10 1 10 44.0 Final 2.3

Zee Entertainmen 9-Jul-15 225 2.25 1 359.1 Final 0.6

Bajaj Fin. 9-Jul-15 180 18 10 5372.8 Final 0.3

Shreyas Shipping 9-Jul-15 13 1.3 10 652.0 Final 0.2

21st Cent. Mgmt. 9-Jul-15 20 2 10 36.9 Final 5.4

Axis Bank 9-Jul-15 230 4.6 2 570.1 Final 0.8

Cyient 9-Jul-15 100 5 5 579.4 Final 0.9

Bajaj Auto 9-Jul-15 500 50 10 2506.3 Final 2.0

Bajaj Finserv 9-Jul-15 35 1.75 5 1511.9 Final 0.1

eClerx Services 9-Jul-15 350 35 10 1554.2 Final 2.3

Rane Brake Lin. 9-Jul-15 70 7 10 300.1 Final 2.3

Alfred Herbert 10-Jul-15 20 2 10 404.0 Final 0.5

Blue Star 10-Jul-15 250 5 2 345.8 Final 1.4

Voltas 10-Jul-15 225 2.25 1 338.3 Final 0.7

V I P Inds. 10-Jul-15 50 1 2 97.2 Final 1.0

Dr Reddy's Labs 10-Jul-15 400 20 5 3486.6 Final 0.6

Karur Vysya Bank 10-Jul-15 130 13 10 502.4 Final 2.6

CCL Products 10-Jul-15 75 1.5 2 182.1 Final 0.8

Bank of India 10-Jul-15 50 5 10 182.9 Final 2.7

JSW Energy 10-Jul-15 20 2 10 107.3 Final 1.9

Capital First 10-Jul-15 22 2.2 10 385.8 Final 0.6

Rane Engine Val. 10-Jul-15 25 2.5 10 500.3 Final 0.5

Uflex 13-Jul-15 27 2.7 10 125.4 Final 2.2

B N Rathi Sec. 13-Jul-15 15 1.5 10 29.5 Final 5.1

Novartis India 14-Jul-15 200 10 5 774.7 Final 1.3

Bluechip Tex Ind 14-Jul-15 12 1.2 10 52.9 Final 2.3

Tide Water Oil 14-Jul-15 2500 250 10 14822.0 Final 1.7

ALSTOM India 14-Jul-15 100 10 10 719.9 Final 1.4

Century Textiles 15-Jul-15 55 5.5 10 677.9 Final 0.8

H D F C 15-Jul-15 650 13 2 1308.9 Final 1.0

GHCL 15-Jul-15 22 2.2 10 80.9 Final 2.7

Weekly Wrap-up



Tata Elxsi 15-Jul-15 110 11 10 1234.8 Final 0.9

Indian Metals 15-Jul-15 15 1.5 10 168.6 Final 0.9

Sunil Hitech 15-Jul-15 18 1.8 10 210.6 Final 0.9

Coromandel Inter 16-Jul-15 250 2.5 1 249.4 Final 1.0

Kirl. Brothers 16-Jul-15 25 0.5 2 196.2 Final 0.3

M & M 16-Jul-15 240 12 5 1301.5 Final 0.9

Visaka Inds. 16-Jul-15 50 5 10 117.8 Final 4.2

Subros 16-Jul-15 35 0.7 2 59.8 Final 1.2

Sukhjit Starch 16-Jul-15 50 5 10 244.6 Final 2.0

Torrent Cables 16-Jul-15 10 1 10 129.8 Final 0.8

Kirl. Ferrous 16-Jul-15 25 1.25 5 56.0 Final 2.2

Thermax 16-Jul-15 350 7 2 1054.2 Final 0.7

NRB Bearings 16-Jul-15 75 1.5 2 107.3 Final 1.4

Zydus Wellness 16-Jul-15 60 6 10 923.0 Final 0.7

Mahindra Holiday 16-Jul-15 40 4 10 244.1 Final 1.6

Persistent Sys 16-Jul-15 25 2.5 10 610.9 Final 0.4

Persistent Sys 16-Jul-15 25 2.5 10 610.9 Special 0.4

Cera Sanitary. 16-Jul-15 125 6.25 5 2019.4 Final 0.3

SQS India BFSI 16-Jul-15 200 20 10 624.0 Final 3.2

Va Tech Wabag 16-Jul-15 200 4 2 767.4 Final 0.5

Tata Coffee 17-Jul-15 13 1.3 1 88.3 Final 1.5

GRP 17-Jul-15 112.5 11.25 10 1027.8 Final 1.1

TTK Prestige 17-Jul-15 220 22 10 3848.7 Final 0.6

Orient Cement 17-Jul-15 100 1 1 168.9 Final 0.6

Info Edg.(India) 17-Jul-15 20 2 10 885.5 Final 0.2

Bharat Forge 20-Jul-15 225 4.5 2 1132.5 Final 0.4

Gabriel India 20-Jul-15 60 0.6 1 78.3 Final 0.8

Kirl.Pneumatic 20-Jul-15 50 5 10 497.0 Final 1.0

Tata Power Co. 20-Jul-15 130 1.3 1 74.9 Final 1.7

Wipro 20-Jul-15 350 7 2 553.8 Final 1.3

Blue Dart Exp. 20-Jul-15 200 20 10 6084.1 Final 0.3

Shri.City Union. 20-Jul-15 105 10.5 10 1658.2 Final 0.6

J K Cements 20-Jul-15 40 4 10 619.6 Final 0.6

Thangamayil Jew. 20-Jul-15 10 1 10 177.0 Final 0.6

Carborundum Uni. 21-Jul-15 50 0.5 1 163.5 Final 0.3

Seshasayee Paper 21-Jul-15 40 4 10 197.3 Final 2.0

Indo Rama Synth. 21-Jul-15 10 1 10 33.8 Final 3.0

Suryalak. Cott. 21-Jul-15 12 1.2 10 86.3 Final 1.4

Eastern Treads 21-Jul-15 5 0.5 10 54.0 Final 0.9

Indoco Remedies 21-Jul-15 80 1.6 2 371.7 Final 0.4

Abbott India 22-Jul-15 310 31 10 3913.8 Final 0.8

CESC 22-Jul-15 90 9 10 565.5 Final 1.6

EID Parry 22-Jul-15 100 1 1 141.1 Final 0.7

EIH 22-Jul-15 55 1.1 2 100.2 Final 1.1

Saregama India 22-Jul-15 15 1.5 10 187.0 Final 0.8

Hil Ltd 22-Jul-15 100 10 10 622.5 Final 1.6

Indian Hume Pipe 22-Jul-15 150 3 2 290.9 Final 1.0

Phillips Carbon 22-Jul-15 10 1 10 113.0 Final 0.9

Tube Investments 22-Jul-15 25 0.5 2 341.9 Final 0.1


Dividend


Weekly Wrap-up



Walchand People 22-Jul-15 10 1 10 69.2 Final 1.4

Ador Welding 22-Jul-15 50 5 10 240.9 Final 2.1

EIH Assoc.Hotels 22-Jul-15 30 3 10 191.5 Final 1.6

Chemfab Alkalis 22-Jul-15 25 1.25 5 74.5 Final 1.7

Shriram Trans. 22-Jul-15 60 6 10 878.1 Final 0.7

Nicco Parks 22-Jul-15 15 0.15 1 36.7 Final 0.4

Nicco Parks 22-Jul-15 15 0.15 1 36.7 Special 0.4

Rossell India 22-Jul-15 25 0.5 2 90.6 Final 0.6

Swelect Energy 22-Jul-15 25 2.5 10 493.0 Final 0.5

Sonata Software 22-Jul-15 425 4.25 1 136.1 Final 3.1

Menon Pistons 22-Jul-15 40 4 10 170.0 Final 2.4

Shoppers St. 22-Jul-15 15 0.75 5 393.6 Final 0.2

Mahindra Life. 22-Jul-15 60 6 10 434.3 Final 1.4

Rane (Madras) 22-Jul-15 45 4.5 10 313.4 Final 1.4

Alembic Pharma 22-Jul-15 175 3.5 2 679.2 Final 0.5

Exide Inds. 23-Jul-15 70 0.7 1 152.0 Final 0.5

Glaxosmit Pharma 23-Jul-15 625 62.5 10 3251.6 Final 1.9

Tata Steel 23-Jul-15 80 8 10 302.8 Final 2.6

Bombay Oxygen 23-Jul-15 10 10 100 5200.0 Final 0.2

NESCO 23-Jul-15 65 6.5 10 1461.5 Final 0.4

Dhunseri Petro. 23-Jul-15 40 4 10 72.8 Final 5.5

Oriental Carbon 23-Jul-15 55 5.5 10 515.3 Final 1.1

Bombay Cycle 23-Jul-15 40 4 10 1599.0 Final 0.3

Modern India 23-Jul-15 6 0.12 2 47.5 Final 0.3

Cholaman.Inv.&Fn 23-Jul-15 10 1 10 626.0 Final 0.2

Dai-ichi Karkari 23-Jul-15 20 2 10 228.1 Final 0.9

Suven Life Scie. 23-Jul-15 60 0.6 1 239.6 Final 0.3

Tech Mahindra 23-Jul-15 120 6 5 530.0 Final 1.1

Transport Corp. 23-Jul-15 45 0.9 2 235.9 Final 0.4

I D F C 23-Jul-15 26 2.6 10 153.9 Final 1.7

NIIT Tech. 23-Jul-15 95 9.5 10 390.3 Final 2.4

D B Corp 23-Jul-15 42.5 4.25 10 335.2 Final 1.3

Kanco Tea 23-Jul-15 50 5 10 145.5 Final 3.4

Berger Paints 24-Jul-15 65 0.65 1 195.0 Final 0.3

Grindwell Norton 24-Jul-15 130 6.5 5 775.5 Final 0.8

Jay Shree Tea 24-Jul-15 20 1 5 66.0 Final 1.5

Modern Shares 24-Jul-15 10 1 10 18.7 Final 5.4

Bhageria Dye-Che 24-Jul-15 25 2.5 10 139.9 Final 1.8

Bhageria Dye-Che 24-Jul-15 25 2.5 10 139.9 Special 1.8

Geojit BNP 24-Jul-15 175 1.75 1 52.4 Final 3.3

Redington India 24-Jul-15 95 1.9 2 99.5 Final 1.9

V-Guard Inds. 24-Jul-15 45 4.5 10 923.8 Final 0.5

Mcleod Russel 24-Jul-15 60 3 5 239.3 Final 1.3

Britannia Inds. 27-Jul-15 800 16 2 2693.5 Final 0.6

GlaxoSmith C H L 27-Jul-15 550 55 10 6071.2 Final 0.9

Khaitan Chemical 27-Jul-15 5 0.05 1 8.3 Final 0.6

Poddar Developer 27-Jul-15 15 1.5 10 1640.0 Final 0.1

Transcorp Intl. 27-Jul-15 8 0.8 10 51.2 Final 1.6

Godrej Propert. 27-Jul-15 40 2 5 247.1 Final 0.8


Dividend


Weekly Wrap-up



WABCO India 27-Jul-15 100 5 5 5369.0 Final 0.1

Snowman Logistic 27-Jul-15 5 0.5 10 99.3 Final 0.5

Tata Inv.Corpn. 28-Jul-15 170 17 10 593.0 Final 2.9

Piramal Enterp. 28-Jul-15 1000 20 2 939.9 Final 2.1

Hawkins Cookers 28-Jul-15 450 45 10 2327.3 Final 1.9

Safari Inds. 28-Jul-15 10 1 10 762.0 Final 0.1

Vinati Organics 28-Jul-15 175 3.5 2 517.5 Final 0.7

Mayur Uniquote 28-Jul-15 16 0.8 5 416.0 Final 0.2

Bajaj Electrical 29-Jul-15 75 1.5 2 275.7 Final 0.5

The Ramco Cement 29-Jul-15 150 1.5 1 332.6 Final 0.5

Styrolution ABS 29-Jul-15 40 4 10 569.5 Final 0.7

Tamboli Capital 29-Jul-15 6 0.6 10 47.5 Final 1.3

L&T Fin.Holdings 29-Jul-15 8 0.8 10 63.2 Final 1.3

Bombay Dyeing 30-Jul-15 40 0.8 2 71.9 Final 1.1

Cosmo Films 30-Jul-15 35 3.5 10 115.4 Final 3.0

Finolex Cables 30-Jul-15 90 1.8 2 242.2 Final 0.7

Greaves Cotton 30-Jul-15 55 1.1 2 128.0 Final 0.9

Cummins India 30-Jul-15 450 9 2 898.5 Final 1.0

Tata Global 30-Jul-15 225 2.25 1 134.9 Final 1.7

Wheels India 30-Jul-15 45 4.5 10 1201.0 Final 0.4

Apollo Hospitals 30-Jul-15 115 5.75 5 1300.7 Final 0.4

Sudarshan Chem. 30-Jul-15 87.5 1.75 2 98.7 Final 1.8

PTL Enterprises 30-Jul-15 50 1 2 35.6 Final 2.8

TCPL Packaging 30-Jul-15 60 6 10 485.0 Final 1.2

Kakatiya Cement 30-Jul-15 27 2.7 10 119.7 Final 2.3

Salzer Electron. 30-Jul-15 15 1.5 10 241.6 Final 0.6

Inv.& Prec.Cast. 30-Jul-15 5 0.5 10 92.8 Final 0.5

La Opala RG 30-Jul-15 65 1.3 2 347.0 Final 0.4

Shaily Engineer. 30-Jul-15 20 2 10 331.3 Final 0.6

Nelcast 30-Jul-15 35 0.7 2 33.1 Final 2.1

Cadila Health. 30-Jul-15 240 12 5 1727.1 Final 0.7

Volt.Transform. 30-Jul-15 100 10 10 698.0 Final 1.4

Fulford (India) 31-Jul-15 15 1.5 10 2214.8 Final 0.1

Tata Sponge Iron 31-Jul-15 100 10 10 572.0 Final 1.7

Lak. Mach. Works 31-Jul-15 375 37.5 10 3760.0 Final 1.0

Tata Chemicals 31-Jul-15 25 2.5 10 412.8 Special 0.6

Tata Chemicals 31-Jul-15 100 10 10 412.8 Final 2.4

Elcid Investment 31-Jul-15 100 10 10 2.7 Final 366.3 Trading suspended

Godrej Inds. 31-Jul-15 175 1.75 1 356.1 Final 0.5

Hercules Hoists 31-Jul-15 150 1.5 1 159.6 Final 0.9

Alankit 31-Jul-15 10 1 10 223.9 Final 0.4

Modison Metals 31-Jul-15 75 0.75 1 41.3 Final 1.8

Emami Paper 31-Jul-15 30 0.6 2 38.0 Final 1.6

Triveni Turbine 31-Jul-15 60 0.6 1 117.4 Final 0.5


Dividend


Weekly Wrap-up



Co_Name Start Date Close Date Offer Price Proposed Acquisition CMP

(Rs.) (No. of Shares) (Rs.)

Disa India 17-Jun-15 30-Jun-15 3513.0 377,552 4349.0

Prem. Synthetic 17-Jun-15 30-Jun-15 11.0 947,250 12.3

MPF Systems 19-Jun-15 2-Jul-15 2.0 884,700 9.0

Phoenix Lamps 22-Jun-15 3-Jul-15 100.0 7,285,018 106.5

Transpek Finance 23-Jun-15 6-Jul-15 13.0 928,798 12.6

Servotech Engin. 23-Jun-15 6-Jul-15 6.9 1,334,200 5.2

Kakatiya Textile 24-Jun-15 7-Jul-15 7.0 1,510,800 6.4

Jauss Polymers 24-Jun-15 7-Jul-15 13.0 1,202,650 14.9

Tasty Bite Eat. 7-Jul-15 20-Jul-15 655.6 661,490 1110.0

OTCO Intl 7-Jul-15 20-Jul-15 2.0 674,343 6.5

Brite Leasing 7-Jul-15 20-Jul-15 164.6 193,700 0.0

Shree Rama News. 13-Jul-15 24-Jul-15 10.0 38,521,089 9.8

Unimode Overseas 14-Jul-15 27-Jul-15 5.0 1,302,732 3.0

B P Capital 16-Jul-15 29-Jul-15 10.0 783,068 17.7

Nylofils India 17-Jul-15 30-Jul-15 3.6 1,426,300 2.3

Onesource Techm. 21-Jul-15 3-Aug-15 6.0 1,688,050 3.8

PH Trading 21-Jul-15 10-Aug-15 34.0 96,000 2.7

Orient Abrasives 29-Jul-15 11-Aug-15 29.5 31,106,192 25.9

Apollo Finvest 12-Aug-15 31-Aug-15 23.5 748,200 14.0

Bombay Swadeshi 7-Sep-15 21-Sep-15 126.0 1,031,357 132.9

Maha.Shree Umaid 2-Feb-15 1-Feb-16 90.0 6,528,600 88.2

Open Offer

Co_Name Ex Bonus Date Ratio

Kotak Mah. Bank 8-Jul-15 1:1 (one equity share for every equity share held)

Federal Bank 8-Jul-15 1:1 (one equity share for every equity share held)

Manvijay Develop 8-Jul-15 1:1 (one equity share for every equity share held)

Bonus

Co-Name Offer Open Offer Close Buy Back Price (Rs.) Proposed Buy- CMP

No. of Shares

CRISIL 2-Jul-15 1-Jan-16 2310.0 441,558 2002.0

Infinite Comp 6-Jul-15 5-Jan-16 220.0 1,450,000 164.2

Buyback

Weekly Wrap-up



DISCLOSURES &DISCLAIMERS:

Analyst Certification: The views expressed in this research report ("Report") accurately reflect the personal views of the research analysts ("Analysts")employed by SBICAP Securities Limited (SSL) about any and all of the subject issuer(s) or company(ies) or securities. This report has been preparedbased upon information available to the public and sources, believed to be reliable. I/We also certify that no part of my/our compensation was, is, or willbe directly or indirectly related to the specific recommendation(s) or view(s) in this report.

The Analysts engaged in preparation of this Report or his/her relative:-

(a) do not have any financial interests in the subject company mentioned in this Report; (b) do not own 1% or more of the equity securities of the subjectcompany mentioned in the report as of the last dayof the month preceding the publication of the research report; (c) do not have any material conflict ofinterest at the time of publication of the Report.

The Analysts engaged in preparation of this Report:-

(a) have not received any compensation from the subject company in the past twelve months; (b) have not managed or co-managed public offering ofsecurities for the subject company in the past twelve months; (c)have not received any compensation for investment banking or merchant banking orbrokerage services from the subject company in the past twelve months; (d) have not received any compensation for products orservices other thaninvestment banking or merchant banking or brokerage services from the subject company in the past twelve months; (e) has not received any compensationor other benefits from the subjectcompany or third party in connection with the Report; (f) has not served as an officer, director or employee of the subjectcompany; (g) is not engaged in market making activity for the subject company.

Name Qualification Designation

Ashu Bagri B.Com AVP - Technical Analyst

Amit Bagade MBA Technical Analyst

Rajesh Gupta PGDBM (Finance) Research Analyst

Vaibhav Joshi MMS (Finance) Research Associate

Rahul Meshram MSc. (Finance) Research Associate

Jaldeep Vaishnav PGDBM (Finance) Derivative Analyst

Hemang Gor CFA (ICFAI) Derivative Analyst

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Weekly Wrap-up



SSL or its Associate did not receive any compensation or any benefit from the subject company or third party in connection with preparation of this Report.

This Report is for the personal information of the authorized recipient(s) and is not for public distribution and should not be reproduced, transmitted orredistributed to any other person or in any form without SSL's prior permission. The information provided in the Report is from publicly available data,which we believe, are reliable. While reasonable endeavors have been made to present reliable data in the Report so far as it relates to current andhistorical information, but SSL does not guarantee the accuracy or completeness of the data in the Report. Accordingly, SSL or any of its Associatesincluding directors and employees thereof shall not be in any way responsible or liable for any loss or damage that may arise to any person from anyinadvertent error in the information contained, views and opinions expressed in this Report or in connection with the use of this Report.

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Weekly Wrapup Vol-117 04July2015