Weekly Market Outlook

8th Oct 2011

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DATA MATRIX FOR THE WEEK 3rd Oct 2011 - 7th Oct 2011 Weekly Markets
Sensex Nifty Gold(US$/oz) Re/US$ Dow Nasdaq FX Res (US$ Bn) 16,233 4,888 1,640.0 49.03 11,103 2,479 311.482 -1.34% -1.11% 0.87% 0.04% 1.74% 2.63% -0.39%

SNAPSHOT
A week after showing some signs of recovery, Indian frontline equity indices went on to resume the declining trend and have even lost most part of the ground that they had gained last week. Though, the benchmarks snapped the truncated week with cuts of over a percent, however, the losses could have been even larger had the bourses not rallied on the last trading session of the week. It largely turned out to be a somber week for the frontline indices as they failed to settle in the positive territory for three straights sessions of the week and suffered colossal damage which the final day pull-back rally of close to three percent could not overcome. The concerns over the financial situation in Europe showed signs of easing after the European Central Bank announced various policy measures aimed at raising liquidity in European banks, including the offer to flood banks with any amount of one-year loans through 2013The BSE Sensex plunged by 221.22 points to 16232.54 during the week ended October 7, 2011. The BSE Mid-cap index was down by 170.31 points or 2.78% to 5959.28 and the Small-cap index down by 159.53 points to 6721.55. The S&P CNX Nifty shaved off 55.20 points to 4888.05. On NSE, Bank Nifty down 430.05 points or 4.54% to 9038.25, CNX IT down 37.95 points to 5640.95 while CNX mid- cap down 199.85 points to 6894.15 and CNX Nifty Junior down 303.30 points or 3.09% to 9518.90.

2500 2000 1500 1000 500 0

Volume* & Volatility Index (Nifty - Sep & Oct 2011)

40 30 20 10 0

Net FII / DII Equity Activity (Rs Cr) Upto 07.10.11

Total Oct 2011 Total 2011
S o urce: bs eindia.co m

FIIs
-2314.7 21,849

DIIs
1193.0 25,534

23-Sep 26-Sep 27-Sep 28-Sep 29-Sep 30-Sep *NSE Cash Volume (Rs bn)

3-Oct

4-Oct

5-Oct

7-Oct

F & O Volume (Rs bn)

Volatility Index %

Weekly Sector Movement

Sectors
Auto Bankex CD CG FMCG Healthcare IT Metal Oil & Gas PSU Realty
WEEK AHEAD

Close
8,488 10,348 6,346 10,823 3,900 5,845 5,241 10,910 8,451 7,305 1,736

%
-1.88 -6.39 0.78 -0.46 -1.59 -0.98 -1.82 -3.44 -1.17 -2.94 -3.58
India's weekly food inflation, measured by the WPI, surged to 9.41% for the week ended September 24 from 9.13% in the last week. India's foreign direct investment (FDI) inflow surged by 127.8% to $2.83 billion in August 2011, an over two-fold jump from $1.33 billion compared to that in the same month last year. Also India's trade deficit for August widened to $14.04 billion from last year's $10.09 billion as exports for the month surged 44.25% to $24.3 billion from a year earlier, while imports rose 41.82% to $38.4 billion for the same period.

In the coming week, investor's would like to watch out for two major economic data, first and the most important -Index of Industrial Production (IIP) data scheduled to be released on October 12, 2011, which could serve as a major clue over the RBI's action ahead of the mid quarterly monetary policy review on October 25, 2011. The coming week would also mark the start of the earning season, with IT bellwether- Infosys- reporting its Q2 results on October 12, 2011. Followed by, Housing finances major- HDFC and media major- Zee Entertainment Enterprises on 17 October 2011. On the global front, investors will be eying few major economic data from US, starting with the FOMC Minutes on October 11, 2011 followed by International Trade Data, Jobless Claims Data, and finally the retail sales data on October 14, 2011. Therefore 4680-4670 could be the crucial support in near term. On the flip side any break out above 5055-5070 with decent volumes may reap indices towards 5200-5230 where possibility of consolidation can't be rule out. HAPPY TRADING.
Please refer to important disclosures at the end of this report For Private circulation Only For Our Clients Only

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Weekly Market Outlook

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SENSEX 30-TECHNICAL LEVELS FOR THE UPCOMING WEEK ENDED 14th Oct 2011
SUPPORT SCRIP Bajaj Auto Ltd Bharat Heavy Electricals Ltd. Bharti Airtel Ltd. Cipla Ltd. Coal India Ltd. DLF Ltd. HDFC Bank Ltd. Hero MotoCorp Ltd. Hindalco Industries Ltd. Hindustan Unilever Ltd. Housing Development Finance Corporation Ltd. ICICI Bank Ltd. Infosys Ltd. ITC Ltd. Jaiprakash Associates Ltd. Jindal Steel & Power Ltd. Larsen & Toubro Ltd. Mahindra & Mahindra Ltd. Maruti Suzuki India Ltd. NTPC Ltd. Oil & Natural Gas Corpn. Ltd. Reliance Industries Ltd. State Bank Of India Sterlite Industries (India) Ltd. Sun Pharmaceutical Inds. Ltd. Tata Consultancy Services Ltd. Tata Motors Ltd. Tata Power Company Ltd. Tata Steel Ltd. Wipro Ltd. 3rd 1402 307 304 276 324 202 426 1782 120 319 610 792 2350 189 67 402 1339 770 1059 159 246 760 1700 105 438 978 144 89 396 307 2nd 1457 315 332 281 330 210 439 1867 123 324 628 808 2436 193 70 438 1363 783 1086 163 255 779 1728 109 453 1016 150 94 407 322 1st 1481 319 343 283 334 214 444 1904 124 326 636 816 2472 196 72 460 1378 790 1099 165 260 790 1740 111 461 1033 155 96 413 328 CLOSE PRICE 07.10.11 1503.75 323.90 354.80 285.20 337.25 218.45 449.80 1941.05 125.95 329.20 645.10 824.30 2507.05 199.20 72.85 481.95 1393.45 795.95 1113.10 166.60 264.45 801.45 1751.85 113.45 469.45 1048.70 158.80 98.35 419.60 333.80 1st 1536 327 371 288 340 222 458 1989 127 331 654 832 2559 201 75 496 1403 804 1126 169 269 809 1768 115 477 1071 161 102 424 342 RESISTANCE 2nd 1568 330 388 292 343 225 465 2037 129 333 663 839 2610 203 77 510 1413 811 1138 171 275 816 1784 116 485 1094 164 105 428 351 3rd 1623 338 416 297 349 233 479 2122 131 338 681 855 2697 208 80 546 1438 825 1164 175 284 835 1812 120 501 1133 171 111 439 366
INCLINATION

Neutral Negative Negative Positive Positive Neutral Positive Neutral Negative Neutral Neutral Neutral Positive Positive Neutral Neutral Neutral Neutral Neutral Positive Negative Neutral Negative Neutral Positive Positive Neutral Neutral Neutral Neutral

Mansukh Securities and Finance Ltd

Office: 306, Pratap Bhavan, 5, Bahadur Shah Zafar Marg, New Delhi-110002 Phone: 011-30123450/1/3/5 Fax: 011-30117710 Email: research@moneysukh.com Website: www.moneysukh.com

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Weekly Market Outlook

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NSE MIDCAP 50-TECHNICAL LEVELS FOR THE UPCOMING WEEK ENDED 14th Oct 2011
SUPPORT SCRIP 3rd 2nd
72 141 495 115 24 117 37 449 245 259 397 714 243 226 15 27 34 91 96 68 191 68 35 549 15 435 29 20 318 55 1866 88 144 340 69 53 69 66 111 99 291 81 16 528 196 1051 118 51 101 107

CLOSE PRICE 1st

75 143 504 116 24 118 37 458 251 263 402 719 249 232 15 27 35 92 97 70 194 68 36 557 15 448 30 21 320 56 1899 90 149 345 70 54 70 68 113 99 294 82 16 546 202 1072 123 52 103 108

RESISTANCE 1st
82 148 520 120 25 123 38 473 262 269 412 730 260 243 15 28 37 94 100 73 200 70 36 576 15 476 31 22 326 60 1955 97 161 356 72 55 74 72 117 101 302 83 17 573 212 1127 133 54 107 111

Market Cap
3rd
93 154 542 125 26 130 40 494 280 278 428 746 277 258 16 30 40 99 105 78 210 73 38 607 16 518 32 23 335 65 2034 108 178 373 75 57 80 78 123 103 314 86 18 611 225 1216 148 56 115 115

07.10.11
78.15 145.35 513.95 117.75 24.75 120.20 37.50 467.60 255.90 266.85 406.25 723.50 254.80 239.00 15.15 27.95 36.30 92.95 98.90 71.25 197.10 68.90 36.05 564.45 15.20 461.00 30.35 21.50 322.60 57.50 1931.30 92.85 154.40 350.15 70.90 54.20 71.65 68.95 115.55 99.95 297.40 82.60 16.55 563.40 207.80 1093.35 128.10 53.05 104.70 109.85

2nd
86 150 526 122 26 125 39 479 269 272 418 736 266 248 16 29 38 96 102 75 204 71 37 588 16 491 31 22 329 62 1978 102 167 362 73 56 76 74 119 102 306 84 17 583 215 1161 138 55 110 112

(Rs Crore)
17037 6922 3445 6589 6585 3499 2569 1947 5957 3334 11261 9599 2446 3640 2393 1695 1408 3895 9738 2189 8471 5233 963 12594 3660 20584 1912 362 6775 1475 16211 648 11580 5855 1310 1800 1156 3212 3154 5730 7576 5108 3140 7166 18448 29964 5916 2507 3464 2502

Adani Power Ltd. 65 Allahabad Bank 137 Alstom Projects India Ltd. 479 Andhra Bank 111 Ashok Leyland Ltd. 23 Aurobindo Pharma Ltd. 112 Bajaj Hindusthan Ltd. 35 BEML Ltd. 434 Bharat Forge Ltd. 233 CESC Ltd. 252 Cummins India Ltd. 387 Divi'S Laboratories Ltd. 704 Educomp Solutions Ltd. 232 Great Eastern Shipping Company Ltd. 215 GVK Power & Infrastructure Ltd. 14 Hindustan Construction Company Ltd. 26 Hotel Leela Venture Ltd. 32 Housing Development & Infrastructure Ltd. 88 IDBI Bank Ltd 93 India Cements Ltd. 64 Indian Bank 184 Indian Hotels Company Ltd. 66 IVRCL Ltd. 35 JSW Steel Ltd. 529 Lanco Infratech Ltd. 15 Lupin Ltd. 408 Mahanagar Telephone Nigam Ltd. 28 Moser Baer India Ltd. 20 Mphasis Ltd. 312 NCC Ltd. 51 Oracle Financial Services Software Ltd 1810 Patel Engineering Ltd. 81 Petronet LNG Ltd. 133 Piramal Healthcare Ltd. 329 Praj Industries Ltd. 67 Punj Lloyd Ltd. 51 Rolta India Ltd. 65 Shipping Corpn. Of India Ltd. 62 Sintex Industries Ltd. 107 Syndicate Bank 97 Tata Chemicals Ltd. 283 Tata Global Beverages Ltd 80 Tata Teleservices (Maharashtra) Ltd. 15 Tech Mahindra Ltd. 500 Titan Industries Ltd. 187 Ultratech Cement Ltd. 996 United Phosphorus Ltd. 109 Vijaya Bank Ltd 50 Voltas Ltd. 97 Welspun Corp Ltd. 104

Mansukh Securities and Finance Ltd

Office: 306, Pratap Bhavan, 5, Bahadur Shah Zafar Marg, New Delhi-110002 Phone: 011-30123450/1/3/5 Fax: 011-30117710 Email: research@moneysukh.com Website: www.moneysukh.com

SEBI Regn No. BSE: INB010985834 /

NSE: INB230781431 PMS Regn No. INP000002387

Weekly Market Outlook

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Ex-Date
19-Oct-11 19-Oct-11 20-Oct-11 20-Oct-11 20-Oct-11 21-Oct-11 21-Oct-11 24-Oct-11 24-Oct-11 25-Oct-11 25-Oct-11

Company Name
Pantaloon Retail (India) Limited Pantaloon Retail (India) Limited Infosys Limited Gillette India Limited Gateway Distriparks Limited Globus Spirits Limited HCL Technologies Limited Nelcast Limited Farmax India Limited JIK Industries Limited Asian Paints Limited

NSE- Symbol
PANTALOONR PRETAILDVR INFY GILLETTE GDL GLOBUSSPR HCLTECH NELCAST FARMAXIND JIKIND ASIANPAINT

Purpose
DIVIDEND-RE.0.90 PER SHARE DIVIDEND-RE.1/- PER SHARE INTERIM DIVIDEND DIVIDEND-RS.15/- PER SHARE INTERIM DIVIDEND AGM AND DIVIDEND RE.1/- PER SHARE AGM AND DIVIDEND RS.2/- PER SHARE

INTERIM DIVIDEND
ANNUAL GENERAL MEETING ANNUAL GENERAL MEETING INTERIM DIVIDEND

Mansukh Securities and Finance Ltd

Office: 306, Pratap Bhavan, 5, Bahadur Shah Zafar Marg, New Delhi-110002 Phone: 011-30123450/1/3/5 Fax: 011-30117710 Email: research@moneysukh.com Website: www.moneysukh.com

SEBI Regn No. BSE: INB010985834 /

NSE: INB230781431 PMS Regn No. INP000002387

Weekly Market Outlook

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EQUITY CALLS PERFORMANCE FOR THE WEEK ENDED 7th Oct 2011
Total No. of Calls
18

Profitable Calls
11

Positional/Hold
1

Exit/Stop Loss
6

Success Rate
64.71%

NAME
Varun Gupta Pashupati Nath Jha Vikram Singh

DESIGNATION
Head - Research Research Analyst Research Analyst

E-MAIL
varungupta@moneysukh.com pashupatinathjha@moneysukh.com vikram_research@moneysukh.com

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Mansukh Securities and Finance Ltd

Office: 306, Pratap Bhavan, 5, Bahadur Shah Zafar Marg, New Delhi-110002 Phone: 011-30123450/1/3/5 Fax: 011-30117710 Email: research@moneysukh.com Website: www.moneysukh.com

SEBI Regn No. BSE: INB010985834 /

NSE: INB230781431 PMS Regn No. INP000002387