IDFC Q2:

IDFC Q2: 

CONS NET LOSS AT RS 1,469 CR VS PROFIT OF RS 421.4 CR (YOY) 

STANDALONE GROSS NPA AT 3.17% VS 1.52% (QOQ)X_

INDIAN OVERSEAS BANK :Q2

IOB Q2: Provisions At Rs 1,558 Cr Vs Rs 663.6 Cr (QoQ); Vs Rs 892.4 Cr (YoY) @CNBCTV18Live

Solid No's from granules pat 31 Crs vs 22 crs. Eps 1.51 vs 1.09 will shoot in Monday

Divis Labs: Earnings

#Divis Labs: #Earnings
Net Sales at Rs 962 cr vs Rs 830 cr, up 16% YoY
Net Profit at Rs 296 cr vs Rs 230 cr, up 28.7% YoY

RESULTS

ITC Q2: Net profit up 7.3% at Rs. 2431.3 cr. Vs Rs. 2265.4 cr. (YoY) and Total Income up 3.7% at Rs. 8904.2 cr. Vs Rs. 8587.7 cr. (YoY)

Apollo Tyres Q2 Cons.: Net profit up 8.1% at Rs. 278.7 cr. Vs Rs. 257.9 cr. (YoY) and Total Income down -10.5% at Rs. 2995.9 cr. Vs Rs. 3346 cr. (YoY)

L&T Q2 Cons.: Net profit up 15.5% at Rs. 995.5 cr. Vs Rs. 861.8 cr. (YoY) and Total Income up 10.6% at Rs. 23393.2 cr. Vs Rs. 21159.4 cr. (YoY)

ICICI Bank Q2: Net profit up 11.9% at Rs. 3030.11 cr. Vs. Rs. 2709 cr. (YoY) and NII up 12.8% at Rs. 5251.5 cr. Vs. Rs. 4656.7 cr. (YoY). Gross NPA At 3.77% Vs 3.68% (QoQ) Net NPA At 1.65% Vs 1.58% (QoQ)

Kotak Mahindra Bank Q2: Net profit up 31.2% at Rs. 941.9 cr. Vs. Rs. 717.9 cr. (YoY) and NII up 43.9% at Rs. 2278.3 cr. Vs. Rs. 1583.8 cr. (YoY). Gross NPA At 2.08% Vs 2.04% (QoQ) Net NPA At 0.93% Vs 0.93% (QoQ)

Karnataka Bank Q2: Net profit up 15.6% at Rs. 102.3 cr. Vs. Rs. 88.5 cr. (YoY) and NII up 3.2% at Rs. 306.9 cr. Vs. Rs. 297.3 cr. (YoY). Gross NPA At 3.18% Vs 3.26% (QoQ) Net NPA At 1.96% Vs 2.05% (QoQ)

Indoco Rem. Q2: Net profit up 0.9% at Rs. 22.6 cr. Vs Rs. 22.4 cr. (YoY) and Total Income up 11.6% at Rs. 254.9 cr. Vs Rs. 228.4 cr. (YoY)

IPCA Lab. Q2: Net profit down -80.9% at Rs. 11.7 cr. Vs Rs. 61.3 cr. (YoY) and Total Income down -4% at Rs. 749.2 cr. Vs Rs. 780.6 cr. (YoY)

Ajanta Pharma Q2 Cons.: Net profit up 20.5% at Rs. 100 cr. Vs Rs. 83 cr. (YoY) and Total Income up 17.7% at Rs. 437.7 cr. Vs Rs. 371.9 cr. (YoY)

Century Tex. Q2: Net profit down 0% at Rs. -24.3 cr. Vs Rs. 0.8 cr. (YoY) and Total Income up 14.2% at Rs. 1951.2 cr. Vs Rs. 1709.2 cr. (YoY)

Nocil Q2: Net profit up 39.7% at Rs. 18.3 cr. Vs Rs. 13.1 cr. (YoY) and Total Income up 3.5% at Rs. 181.4 cr. Vs Rs. 175.2 cr. (YoY)

Jagran Prakashan Q2 Cons.: Net profit up 61.3% at Rs. 91.3 cr. Vs Rs. 56.6 cr. (YoY) and Total Income up 19.1% at Rs. 519.5 cr. Vs Rs. 436.3 cr. (YoY)

Atul Q2: Net profit up 43% at Rs. 84.5 cr. Vs Rs. 59.1 cr. (YoY) and Total Income down -2.6% at Rs. 645 cr. Vs Rs. 662 cr. (YoY)

Kotak Bank Q2

Kotak Bank posts net profit Rs 942 crore in Q2

L&T

L&T Says: Have Secured Fresh Orders Worth Rs.28,620 Cr At Group Level In Q2: L&T 1454.45 -1.11% @CNBCTV18Live

Call of 30/10/15

@ 13:28


Sell Apollo Tyre @179 SL 182
Trgt 174/168/164


First Trgt Hit
Trail sl to first trgt 174

Apollo Tyres Q2:

Apollo Tyres Q2: Net Profit At Rs.279 Cr Vs CNBC-TV18 Poll Of Rs.318.4 Cr: Apollo Tyres 175.15 -3.90% @CNBCTV18Live

ICICI Bank Q2:

ICICI Bank Q2: Net Profit At Rs.3030 Cr Vs CNBC-TV18 Poll Of Rs.3009 Cr: ICICI Bank 277.50 +2.23% @CNBCTV18Live

NSE FO MARGIN UPDATE-

NIFTY-50000,

ASHOK LEY-85000,

BANK BRODA-70000,

BANK INDIA-60000,

CAN BK-80000,

CROMP GREAV-75000,

DIVIS LAB-90000,

HAVELLS-65000,

HINDALCO-70000,

IBREALEST-130000,

IDBI-125000,

JP ASSOCIAT-150000,

RCOM-115000,

RELCAPITAL-95000,

RELIANCE-65000,

RPOWER-85000,

SUN TV-125000,

TATA MOTORS-100000,

UNITECH-130000,

YES BANK-75000

TOP EVENTS TODAY

* Nifty companies detailing Jul-Sep earnings:
  + ICICI BANK (net profit seen 29.99 bln rupee +11% YoY, +1% QoQ).
  + ITC (net profit seen 26.15 bln rupee +8% YoY, +15% QoQ).
  + Kotak Mahindra Bank (net profit seen 1.69-7.59 bln rupee).

STOCKS
======
* ALSTOM T&D: Reported a net profit of 462.7 mln rupees, up 30.26% year-on-year.
Net sales of the company were 9.03 bln rupees, down 0.50% on year. (Cogencis)

* ASTRA MICROWAVE PRODUCTS: Reported a net profit of 181.14 mln rupees, down
22.6% year-on-year and net sales at 1.06 bln rupees, down 44.13% on year.
(Cogencis)

* BHARAT ELECTRONICS: Reported Jul-Sep net profit of 2.06 bln rupees, up
40.7% year-on-year. Net sales of the company were 14.5 bln rupees, up 14.5%
on year. (Cogencis)

* CAPITAL FIRST: Plans to raise up to 1 bln rupees through the issuance of
non-convertible subordinated tier-II debentures, on a private placement
basis. (Cogencis)

* CIPLA: Will sell its 25% stake in Hong Kong-based Biomab Holding for $25.77
mln to 75% partner Biomab Brilliant. (Cogencis)

* CROMPTON GREAVES: Reported consolidated net profit of 521.4 mln rupees for
Jul-Sep, down 25.1% year-on-year and net sales of the company were 32.16 bln
rupees, down 6.24% on year. (Cogencis)

* DABUR INDIA: The civil disturbance in Nepal is expected to hit the
company's juice business in the December quarter, a company official said.
(BS)

* DR REDDY'S LABORATORIES: Reported IFRS consolidated net profit at 7.22 bln
rupees for Jul-Sep, up 25.7% year-on-year and net sales at 39.89 bln rupees,
up 11.2% on year. (Cogencis)

* EMAMI: Reported consolidated net profit of 613.4 mln rupees, down 33%
year-on-year. Net sales of the company were 5.75 bln rupees, up 17.4% on
year. (Cogencis)

* EROS INTERNATIONAL MEDIA: Will produce a fictional sports film 'Saat Kadam'
featuring actors Amit Sadh, Ronit Roy and Deeksha Seth. (Cogencis)

* ESSEL PROPACK: Reported consolidated net profit at 592.7 mln rupees for
Jul-Sep, up 54.11% year-on-year. Net sales of the company were 5.3 bln
rupees, down 10.3% on year. (Cogencis)

* GAMMON INDIA: The Bombay High Court has ordered the company to sell its
flats in Vikhroli, Mumbai, and use the proceeds to repay subsidiary Franco
Tosi Meccanica S.p.A's 2.5-mln-euro debt to lender State Bank of India.
(Cogencis)

* GIC HOUSING FINANCE: Reported Jul-Sep net profit at 297.9 mln rupees, up
15.3% year-on-year and income from operations at 2.15 bln rupees, up 20.6% on
year. (Cogencis)

* GLENMARK PHARMACEUTICALS: Reported IFRS consolidated net profit at 1.98 bln
rupees, up 19.8% year-on-year in Jul-Sep and net sales of the company were
18.95 bln rupees, up 13.4% on year. (Cogencis)

* GRASIM INDUSTRIES: Reported consolidated net profit at 4.9 bln rupees, up
17.3% year-on-year for Jul-Sep and net sales at 82.9 bln rupees, up 5.5% on
year. (Cogencis)

* GUJARAT FLUOROCHEMICALS: Is increasing its focus on value-added products
and aims to garner at least half of its total revenue within the next three
years. (Cogencis)

* HINDUSTAN CONSTRUCTION CO: Reported Jul-Sep net profit rose around six
times on year to 384.4 mln rupees and net sales at 9.6 bln rupees, up 0.3%.
(Cogencis)

* HCL TECHNOLOGIES: Has acquired US-based Microsoft dynamics customer
relationship management solutions provider PowerObjects for $46 mln,
including milestone payments. (Cogencis)

* HEIDELBERGCEMENT INDIA: Reported Jul-Sep net profit at 21 mln rupees, up
34.62% year-on-year and net sales at 3.96 bln rupees, down 0.9% on year.
(Cogencis)

* IFCI: Reported Jul-Sep net profit of 1.82 bln rupees, up 5% year-on-year.
Net sales of the company were 10.51 bln rupees, up 23.9% on year. (Cogencis)

* INDIAN OIL CORP: Is looking to expand supply of petroleum products to
Nepal. (BS)
    The company's joint venture with Africa-based Delonex Energy has won its
maiden oil block in Mozambique. (PTI)

* JM FINANCIAL: Reported Jul-Sep consolidated net profit at 972.60 mln
rupees, up 5.5% year-on-year and income from operations at 4.01 bln rupees,
up 7.42% on year. (Cogencis)

* JUBILANT LIFE SCIENCES: Reported Jul-Sep net profit at 1.16 bln rupees
against a loss of 941.1 mln rupees year ago and net sales of the company were
14.45 bln rupees, up 6.07% on year. (Cogencis)
    Company's board has approved raising up to $200 mln through equity or
equity linked instruments like depository receipts and convertible bonds.
(Cogencis)

* MANGALORE REFINERY AND PETROCHEMICALS: Reported Jul-Sep net loss of 9.1 bln
rupees against a loss of 9.5 bln rupees year ago. Net sales of the company
were 102.2 bln rupees, down 35.8% on year. (Cogencis)

* MUTHOOT FINANCE: Reported Jul-Sep net profit at 1.74 bln rupees, up 2.22%
year-on-year and net sales at 11.22 bln rupees, up 7.24% on year. (Cogencis)

* NESTLE INDIA: Reported Jul-Sep net profit of 1.24 bln rupees, down 60.1%
year-on-year. Net sales of the company were 17.36 bln rupees, down 32.12% on
year. (Cogencis)

* OIL AND NATURAL GAS CORP: Arm ONGC Videsh is planning to double its
investment in Africa over the next three-four years. (BL)

* PRAJ INDUSTRIES: Reported Jul-Sep consolidated net profit of 47.5 mln
rupees, down 80.9% year-on-year. Net sales of the company were 2.02 bln
rupees, down 23.66% on year. (Cogencis)

* POLARIS CONSULTING & SERVICES: Reported Jul-Sep consolidated net profit at
473.44 mln rupees, up 24.31% on quarter and income from operations at 5.18
bln rupees, up 4.41% on quarter. (Cogencis)

* REDINGTON INDIA: Reported Jul-Sep consolidated net profit of 966.20 mln
rupees, up 12.41% year-on-year. Net sales of the company were 83.80 bln
rupees, up 8.01% on year. (Cogencis)

* SKF INDIA: Reported Jul-Sep net profit of 500.4 mln rupees, down 14.7%
year-on-year. Net sales of the company were 5.91 bln rupees, down 2.03% on
year. (Cogencis)

* SPICEJET: Had asked company's Chief Operating Officer Sanjiv Kapoor to
quit, a company source with direct knowledge of the matter said.
(Cogencis)

* STATE BANK OF TRAVANCORE: Reported Jul-Sep net profit grew around five
times to 1.03 bln rupees as compared to 191.86 mln rupees and interest earned
by the company was 24.16 bln rupees, down 0.8% on year. (Cogencis)

* THOMAS COOK INDIA: Reported consolidated net profit of 146.01 mln rupees
for Jul-Sep, down 34.2% year-on-year and total income at 9.65 bln rupees, up
58.3% on year. (Cogencis)

* TORRENT PHARMACEUTICALS: Reported consolidated net profit of 5.7 bln rupees
for Jul-Sep, up 186.9% year-on-year. Net sales of the company were 16.55 bln
rupees, up 37.6% on year. (Cogencis)

Glenmark Pharma

Just In: Glenmark Pharma Gets Tentative US FDA Nod For Epilepsy Drug Lacosamide

EARNINGS: Bloomberg Estimates:

* Apollo Tyres 2Q 3.08b (13 analysts)
* ICICI Bank 2Q 30b (29)
* IPCA Laboratories 2Q 574m (17)
* ITC 2Q 26b (24)
* Jagran Prakashan 2Q 761m (11)
* Kotak Mahindra Bank 2Q 5.86b (9)
* Larsen & Toubro Group 2Q 9.75b (15)
* Mahindra Lifespace & Developers 2Q
* Shoppers Stop 2Q 153m (6)
* Suzlon Energy 2Q 1.34b loss (3)
* Tata Teleservices (Maharashtra) 2Q
* Titan Company 2Q 1.87b (23)

CNX NIFTY (8111)

Nifty as mentioned yesterday we can see 8060... 8040 levels today on break of 8078 ...8098.. on maintain basis
We wont see any uptrend until the 2 gaps are filled 

8217..8209
8252..8341

If holds in this support zone of 8078..8098 we can see some pull back to 8156 8169..8200 levels

US Natural Gas Storage: Act: 63B Fcst:70B Prv:81B. ( data +ve for NG prices )

Call of 29/10/15


 @ 3.40 P.M.


Buy Crude ltp 2988 SL 2960 trgt 3034

Trgt Hit

Dr Reddy's Q2

Dr Reddy’s Q2 : #Earnings

Cons PAT at Rs 722 cr vs Rs 574 cr, up 34.5% YoY

Cons sales at Rs 3,990 cr vs Rs 3,588 cr, up 11.2% YoY- BEATS ESTIMATES

Bharat Forge Q2

Bharat Forge Q2: EBITDA At Rs.321 Cr Vs CNBC-TV18 Poll Of Rs.350 Cr:

 Bharat Forge Q2: Net Profit At Rs.175 Cr 

Bharat Forge: Q2 profit Rs. 175 cr vs Rs. 174 cr (YoY); Q2 total sales Rs. 1,090 cr vs estimate of Rs. 1,220 cr.

NIFTY UPDATES

 Cnx nifty (8171)

Nifty has made a gap and island pattern yesterday which says selling can take its turn .It has also given a close below 8200 important level
As mentioned earlier close below 8200 can show selling  we can see selling pressure 

Until nifty fills the two small gaps
 8252...8241
8217..8209
We cannot see any uptrend 


Sell on rise will be the strategy till we see a close above 8244..80 levels Today below 8150 we can see 8040 
Above 8210 we can see 8240...69..86 levels

Dow +200
Nasdaq +66

Crude +6.5%

SGX nifty +60

Fed leaves rates unchanged, open to hike 'at next meeting'

Call of 28/10/15


@ 10:24


Cnx nifty if maintains abv 8208 one can buy sl 8180 if faces resistance here 8200..8208 one can sell too for trgt 8158

Faced resistance around 8208 made high of 8209 n made a low of 8152 after touching our suggested level 8152

ETNOW live:

 Tata Comm Q2: (cons) PAT at Rs 6.02 cr vs Rs 92.4 cr YoY Total income at Rs 5,150 cr vs Rs 5,070 cr YoY EBITDA up 1.8% YoY at Rs 772 cr

MARKET UPDATES

INDIAN MARKETS:
SENSEX:27253.44(-108.52)
NIFTY:8232.9(-27.65)
BANK NIFTY:17806.3(-8.75)
SGXNIFTY:8245(-23.5)

EUROPEAN MARKETS:
FTSE:6398.58(-18.44)
CAC:4883.75(-13.38)
DAX:10777.47(-23.87)

ASIAN MARKETS:
NIKKIE:18774.76(-172.36)
STRAITS:3052.53(-30.54)
HANGSANG:23142.73(+26.48)
SHANGHAI:3434.27(+4.69)

US FUTURES ON NSE:
DOW:17525(+5)
S&P500:2062.5(-0.5)

GAINERS:
MARUTI:+2.55%
ULTRATECH:+2.27%
SUNPH:+2.23%
BPCL:+1.21%
ASIANPAINT:+1.15%

LOSERS:
LUPIN:-5.16%
ONGC:-3.33%
GAIL:-3.16%
HDFC:-2.86%
BOB:-2.15%


CURRENCY:
USDINR OCT:64.9750(+0.05%)
USDINR NOV:65.3275(+0.04%)
USDINR DEC:65.6900(+0.06%)

 Nifty ends below 8,250 ahead of FOMC meet; metal & oil shares drag

Canada Pension Plan Investment Board sets up base in India

 Maruti Suzuki gains post Q2 results

IndiGo IPO off to strong start, subscribed 80%

 Maxwell gains on board nod to allot shares to promoters

 Sensex falls over 100 points; Lupin, HDFC dip 2-6%

TVS Motor surges on robust Q2 earnings

 Lupin dips on disappointing Q2 results

Raymond slips after strike by workmen at Chhindwara unit

RBI considering reforms in debt markets: Khan

 Solar Industries surges on funds buying

 FIIs trim exposure in 19 Sensex cos in Jul-Sep qtr

 NIIT Technologies hits new high on pact with flydubai

 Sebi to vet rating agencies' processes, issue new guidelines

 Aurobindo Pharma hits record high

 Metal stocks lose sheen in a weak market

 Emkay Global soars on robust Q2 results

 RIL first corporate to sign revised listing pact with BSE

 Den Networks rallies as RBI raises FIIs' equity limit in firm to 74%

 Hitachi Home dips on weak Q2 results

Francesco Gori joins Apollo Tyres as Advisor for Strategy

Axis Bank net profit up 19%

 Axis Bank Q2 profit up 19%, meets estimates

 Vedanta Q2 net drops 41% at Rs 974 crore

 SpiceJet puts 300,000 domestic & international seats on discount

 Coromandel International Q2 net slightly up at Rs 29 cr

 Maruti Suzuki Q2 net surges 42% to Rs 1,225 crore

 Quintype raises $3.25 mn in funding round led by Raghav Bahl

 TVS Motor Q2 net rises 23% to Rs 116 cr

 Lupin Q2 net down 35%, lags estimates

Steel producers now want safeguard duty on coated products

 Moody's revises outlook on JSW Steel to negative from stable

 Dish TV posts Q2 profit at Rs 90 cr

 TVS Growth Fund buys 4 % stake in IEX

 China's Baidu becomes the biggest shareholder in Ctrip

 Uber's bumpy ride in India

 Hero aims to sell 600,000 two-wheelers in October

 Hitachi makes Hitachi Hi-Rel its wholly-owned subsidiary

 Fintech start-up Razorpay secures $9 million in series A funding

 Bajaj launches Avenger cruiser at Rs 84,000

 Tesla may set up Gigafactory in India: Elon Musk

German transport minister briefs US counterpart on steps to address VW scandal

Bharat Forge revamps European ops to pare costs, manage tax

 SpiceJet offers over 3 lakh seats at low fares in Diwali sale

 Oracle ready for India expansion, says CEO Mark Hurd

Kudankulam nuclear reactor to restart generation in December: Source

 Change in quality norms adds to woes of metal scrap importers

BREAKING NEWS:

 Chinese gov will announce to launch a plan to inject pension funds into capital markets in 2016 with estimated size of 2 trillion RMB!


@ETMarkets: #Chinese imports threaten revenue growth of Indian tyre companies https://t.co/fWKR7dLYOL https://t.co/5wx5WAQEij

NIFTY UPDATES

If Nifty spot breaks 8200 and  closes below we can see selling but if bounces back from here we can see good move.

EARNINGS: Bloomberg Estimates:

 * Alembic Pharmaceuticals 2Q 1.88b
 * Axis Bank 2Q 19.4b
 * Ceat 2Q 1.18b
 * Coromandel International 2Q 1.47b
 * Dish TV India 2Q 595m
 * Lupin 2Q 5.7b
 * Mahindra Holidays & Resorts 2Q 283m
 * Maruti Suzuki 2Q 12.6b
 * PI Industries 2Q 590m
 * Shasun Pharmaceuticals 2Q
 * Strides Arcolab 2Q 410m
 * Supreme Petrochem 1Q
 * Tata Communications 2Q -114m
 * Thermax 2Q 847m
 * TVS Motor Co. 2Q 1.05b
 * Vedanta 2Q 6.25b

Call of 16/10/15


@ 12:58


Buy Tata Motor DVR  @258 SL 250 
trgt 274/284

FIRST TRGT HIT

Call of 21/10/15

@ 13:00

Short Biocon below 454 or around 458 SL 460 trgt 446 and lower

TRGT HIT

RESULTS THIS WEEK

✔️ 26-Oct-15
BHARTIARTL
BLUESTARCO
HDFC
HIL
NAVNETEDUL

✔️ 27-Oct-15
AXISBANK
BBL
CEATLTD
COROMANDEL
DISHTV
LUPIN
MARUTI
STAR
TATACOMM
THERMAX
TVSMOTOR


✔️ 28-Oct-15
AMARAJABAT
AMBUJACEM
DABUR
DENORA
ELANTAS
EXIDEIND
FMGOETZE
HIKAL
INDIANHUME
INDNIPPON
JETAIRWAYS
JKTYRE
MCX
ONMOBILE
PANAENERG
PIDILITIND
RAYMOND
SHANTIGEAR
SUNTV
SYNDIBANK
TATAELXSI

✔️ 29-Oct-15
ALSTOM T&D
BEL
BHARATFORG
COLPAL
CROMPGREAV
DRREDDY
GICHSGFIN
GLENMARK
GPPL
GRASIM
GRINDWELL
HCC
HEIDELBERG
IFCI
MORGANITE
MRF
MRPL
NESTLEIND
NTPC
POLARIS
SBT
SEQUENT
SKFINDIA
SRTRANSFIN
SUPREMEIND
THOMASCOOK
TORNTPHARM
YESBANK

✔️ 30-Oct-15
3MINDIA
AJANTPHARM
ATUL
CENTURYTEX
CMIFPE
ICICIBANK
ITC
KOTAKBANK
LT
MERCK
SUNDARMFIN
TITAN
VOITHPAPR

✔️ 31-Oct-15
COX&KINGS
DIVISLAB
GLAXO
GODFRYPHLP
IDFC
IOB
SUNDRMBRAK

✔️ 02-Nov-15
ADANIENT
ADANIPORTS
AIAENG
CARERATING
ESCORTS
GREAVESCOT
INDIANB
LAXMIMACH
MONSANTO
NILKAMAL
ORIENTBANK
PEL
PHILIPCARB
RELCAPITAL
SUNDRMFAST
TIDEWATER
UBL
UNITDSPR

✔️ 03-Nov-15
ABB
ADANIPOWER
ADCINDIA
BALRAMCHIN
BERGEPAINT
BOMDYEING
CHAMBLFERT
CHENNPETRO
DAICHI
FINCABLES
GABRIEL
INDIAGLYCO
INTEGRAEN
IOC
PFC
POWERGRID
PTC
PVR
SCHNEIDER
TECHM
TIMEX
TNPL

✔️ 04-Nov-15
BATAINDIA
CANBK
ENGINERSIN
GODREJPROP
HONDAPOWER
INDOTECH
JBCHEPHARM
PGHH
SCI

✔️ 05-Nov-15
CASTROLIND
CENTUM
CUMMINSIND
DEEPAKFERT
ESABINDIA
FAGBEARING
GMM
HIRECT
ICRA
INGERRAND
RICOHQ
SNOWMAN
SONASTEER
SUNCLAYLTD
TATASTEEL

✔️ 06-Nov-15
ASTRAZEN
BEML
BOSCHLTD
GODREJIND
GSKCONS
HAWKINCOOK
M&M
MOTHERSUMI
NAUKRI
ORIENTREF
PNB
RAMCOCEM
RAMCOIND
RAMCOSYS
STOVAC
TATAMOTORS
UNIONBANK
VOLTAS
VSTIND

 ✔️ 07-Nov-15
BRITANNIA
FDC
IFGLREFRAC
SUNPHARMA
VESUVIUS
WABAG

✔️ 09-Nov-15
ABIRLANUVO
BPCL
GOODRICKE
KENNAMET
LINDEINDIA
NBCC
PAGEIND
SUPRAJIT
TATAPOWER
TIMKEN
WABCOINDIA

✔️ 10-Nov-15
IVC
KOKUYOCMLN
NCC
EIDPAARY

MARKET UPDATES

INDIAN MARKETS:
SENSEX:27470.81(+183.15)
NIFTY:8295.45(+43.75)
BANK NIFTY:17934.05(+223.5)
 .5(+40.5)

EUROPEAN MARKETS:
FTSE:6483.3(+107.02)
CAC:4939.99(+137.81)
DAX:10811.01(+319.04)

ASIAN MARKETS:
NIKKIE:18825.3(+389.43)
STRAITS:3068.46(+30.35)
HANGSANG:23151.94(+306.57)
SHANGHAI:3413.19(+44.45)

US FUTURES ON NSE:
DOW:17437.5(+280)
S&P500:2057(+27.5)

GAINERS:
 ITC:+2.81%
AXIS:+2.72%
CAIRN:+2.46%
GAIL:+2.26%
NTPC:+2.08%

LOSERS:
IDEA:-7.54%
BHARTI:-3.34%
VED:-2.81%
LNT:-2.59%
MARUTI:-2.1%

CURRENCY:
USDINR OCT:64.8225(-0.55%)
USDINR NOV:65.1875(-0.51%)
USDINR DEC:65.5425(-0.60%)

 Sensex ends at 2-month high on ECB stimulus hopes

Sensex ends 183 points higher

Inox Leisure dips post Q2 results

Gold falls on muted demand, silver shapes up on fresh buying

Kansai Nerolac gains after Q2 net profit rises 33%

VIP Industries zooms 20% on four-fold jump in Q2 net profit

Shriram Transport gains after RBI allows equity purchases by FIIs

Talwalkars gains on pact with Sri Lankan firm

Aurobindo Pharma gains on USFDA approval for Tramadol Hydrochloride

Idea Cellular dips post Q2 results

KPIT Technologies rallies over 10% on robust Q2 results

eClerx Services hits 52-week high on bonus issue plan

Cadila Healthcare hits record high on strong Q2 results

Bausch + Lomb eyes 20% growth, launches new contact lens range

Aroma Group launches 5-star hotels 'Fragrant Nature Hotels and Resorts'

TVS Srichakra to invest Rs 150 cr

Glenmark inks pact with Celon Pharma for generic Seretide Accuhaler

This hardware firm is shaking up China's manufacturing industry

Kansai Nerolac Q2 net climbs 33% to Rs 97 cr

Ratan Tata invests in Silicon Valley Bitcoin startup Abra

Apple announces clean-energy investments in China

The UX of 3 of India's hottest food delivery start-ups

 Sanjay Dutt buys team in retired cricketers' T20 league

 Fertilizer Corp's new urea plant gets Centre's green nod

 Assessing India situation with regard to global recall: Toyota

 Xiaomi may miss its smartphone sales targets this year

Aurobindo may launch pain relief tablets in US market

Bharti Infratel Q2 net surges 25% to Rs 579 cr

Microsoft cutting about 1,000 jobs: CNBC

Nifty companies detailing Jul-Sep earnings:

  + ASIAN PAINTS (consolidated net profit seen at 4.40 bln rupees, up 27% YoY)
ADITYA BIRLA CHEMICALS INDIA: Shareholders have approved the firm's proposal
to raise up to 12 bln rupees through private placement. (Mint)

* AXIS BANK: Is looking to more than double its stake in insurance partner Max
Life Insurance to 8-9%. (ET, Thu)

* BANK OF BARODA: Minister of State for Finance Jayant Sinha has said the fraud
in the bank was a one-off case and not a systemic failure. (Cogencis)

* CAIRN INDIA: Reported Jul-Sep consolidated net profit of 6.73 bln rupees,
down 70.5% on year and net sales of 22.42 bln rupees, down 43.7% on year.
(Cogencis)
    The government has rejected the company's plea to renew the contract for
the Rajasthan block with existing terms and conditions, and has asked for the
investment plan for the renewal period to assess the state's share of profit.
(ET, Thu)

* CEAT: Has launched its Milaze range of tubeless tyres for scooters. (Cogencis)

* COAL INDIA: Plans to put in place a mechanism to monitor execution of
mining projects that cost over 1.5 bln rupees. (PTI)

* DLF: Has appointed J.P. Morgan and Morgan Stanley as merchant bankers for the
proposed sale of promoters' 40% stake in the company's rental arm, DLF Cyber
City Developers, to institutional investors. (PTI, Thu)

* ECLERX SERVICES: The company's board of directors will consider a proposal for
bonus issue of shares on Nov 2. (Cogencis)

* FINANCIAL TECHNOLOGIES INDIA: Has exited from Indian Energy Exchange by
selling its entire 19.06% stake in the bourse. (PTI, Thu)

* HDFC: Has begun buying back more home loans that it sources for mortgage
lender Housing Development Finance Corp. The bank will continue to maintain a
net interest margin in the 4.1-4.4% band, despite shifts in the interest rate
cycle. (Cogencis)

* HERO MOTOCORP: Plans to enter three new countries-- Argentina, Mexico and
Nigeria--by the end of this year as it looks to widen its footprint across
global markets. (DNA)

* IDEA CELLULAR: Reported a 13.1% quarter-on-quarter fall in Jul-Sep
consolidated net profit to 8.1 bln rupees, and 1.2% quarter-on-quarter decline
in total income to 86.9 bln rupees. (Cogencis)

* JSW STEEL: Reported a 84.4% on year fall in Jul-Sep consolidated net profit
to 1.17 bln rupees and a 21.5% year-on-year decline in net sales to 107.43 bln
rupees. (Cogencis)

* KPIT TECHNOLOGIES: Reported consolidated Jul-Sep net profit of 750.88 mln
rupees, up 6.4% on year and net sales of 8.12 bln rupees, up 7.2% on year.
(Cogencis)

* MARUTI SUZUKI INDIA: Has raised wages of temporary workers at its Gurgaon
and Manesar plants by an average of 10% a month. (PTI, Thu)

* NMDC: Has signed an export deal with Japan and Korea to supply 3.8-5.5 mtpa
of iron ore over the next six months. (Cogencis)

* OIL & NATURAL GAS CORP: Arm ONGC Videsh is negotiating to buy additional
equity stake in some fields of Rosneft. (FE)

* PETRONET LNG: Is shelling out 4 bln rupees every quarter in demurrage charges
for ships idling because of its public sector unit buyers refusing to buy
expensive imported gas. (PTI)

* POWER GRID CORP OF INDIA: Fitch Ratings has affirmed the company's long-term
issuer default rating at 'BBB-', with a stable outlook, citing strong market
position and no risk to revenue. (Cogencis)
    The company has won the 70.32-bln-rupee Vemagiri-II transmission project.
(BS, Thu)

* RELIANCE COMMUNICATIONS: The company is planning to roll out a 3G intra-circle
roaming-like agreement to continue 2G services in Bihar, West Bengal and Assam
after its right to use 2G spectrum expires in December and has approached IDEA
CELLULAR and Vodafone for the same. (PTI)

* RELIANCE INFRASTRUCTURE: Arm Mumbai Metro One has said there will not be any
changes in the discounted fares of 10-20-30-40 rupees for travel on the
Mumbai metro till Nov 30. (BS)

* SATIN CREDITCARE NETWORK: Is in talks to raise 700 mln rupees by selling
10-11% stake, and additional 1 bln rupees tier II capital. (Mint)

* SREI INFRASTRUCTURE FINANCE: American Tower Corp has signed a pact with Tata
Teleservices and Srei Infrastructure Finance to acquire 51% controlling interest
in Viom Networks for a total cash consideration of 76 bln rupees. (Cogencis)

* SHRIRAM TRANSPORT FINANCE CO: A day after it barred foreign portfolio
investors from investing further in the company, the Reserve Bank of India
has lifted the ban after the company passed relevant resolutions to raise the
FPI investment limit to 74%. (Cogencis)

* SPECIALITY RESTAURANTS: The Municipal Corporation of Greater Mumbai has
sealed a Mainland China outlet of the company for illegal use of open space.
(Cogencis)

* STRIDES ARCOLAB: Has entered into a pact to acquire seven brands from Johnson
& Johnson and buy majority stake in the domestic branded business of Medispan.
(Cogencis)

* SUN PHARMACEUTICAL INDUSTRIES: Has settled a patent case filed against the
company by US-based Acorda Therapeutics Inc for infringement of patents over
its multiple sclerosis drug Ampyra. (Cogencis)

* SUN TV NETWORK: Sony Music Entertainment has joined hands with the company to
air children's content and plans to invest 1-1.5 bln rupees in the coming years
to generate pop business and children's content. (BS)

* TATA STEEL: Has tied up with Sure Safety Solutions to set up an assembly line
of aerial targets for armed forces next to its special economic zone in
Gopalpur, Odisha. (ET)

* TATA MOTORS: Arm TML Holdings has raised $600 mln from six banks in two
tranches of $300 mln each, for five and seven year periods. (Mint)

* THOMAS COOK INDIA: Will consider issuing non-convertible redeemable preference
shares on private placement basis at its board meeting on Saturday. (Cogencis)

* TORRENT PHARMACEUTICALS: Has received approval from the US Food and Drugs
Administration for a generic of Pfizer Inc's heartburn drug Nexium. (Cogencis)

* TVS MOTOR CO: Has launched its moped TVS XL100 in Uttar Pradesh. (BL, Thu)

* WIPRO: Jul-Sep consolidated net profit rose 2.2% sequentially to 22.35 bln
rupees and net sales rose 1.6% quarter-on-quarter to 125.67 bln rupees.
(Cogencis)
    The company has guided for a sluggish growth in Oct-Dec pegging revenue
for the quarter in the range of $1.84 bln-$1.88 bln, translating into a
sequential growth of 0.5-2.7%.

#ITC to enter dairy market with ghee by end of quarter http://t.co/Nd3Kqpiiy0 -- EconomicTimes (@EconomicTimes)

Call of 01/09/15 TUESDAY

@ 8:58

Buy ITC  ltp 326 SL 290 trgt 344/354 /372

Time frame 1 month

 SECOND TRGT HIT

MARKET UPDATES

INDIAN MARKETS:
SENSEX :27287.66(-19.17)
NIFTY:8251.7(-9.95)
BANKNIFTY:17710.55(-119.7)
SGX NIFTY:8258(-7)

EUROPEAN MARKETS:
FTSE:6368.71(+23.58)
CAC:4702.82(+29.01)
DAX:10241.79(+94.11)

ASIAN MARKETS:
NIKKIE:18554.28(+347.13)
STRAITS:3025.7(+6.67)
HANGSANG:22989.22(-86.39)
SHANGHAI:3306.52(-118.81)

US FUTURES ON NSE:
DOW:17157.5(+107.5)
S&P500:2029.5(+8.5)

GAINERS:
 VED:+3.8%
BAJAAUT:+3.28%
BHARTI:+2.67%
NTPC:+1.56%
TATASTL:+1.5%

LOSERS:
DRREDDY:-3.38%
ASIANPAINT:-2.19%
SBIN:-1.98%
GAIL:-1.98%
BHEL:-1.93%


CURRENCY:
USDINR OCT:65.1625(+0.08%)
USDINR NOV:65.5200(+0.08%)
USDINR DEC:65.8925(+0.11%)


 Sebi issues new risk management norms for regional comexes

'Building blocks for sustainable recovery seem to be in place'

 Markets end flat amid choppy trades; Nifty holds 8,250

 Jubilant Life Sciences hits record high; zooms over 100% in three months

Bajaj Auto gains as Q2 profit beats forecast

 Aksh Optifibre dips after Rajasthan HC admits winding up petition

Shriram Transport Finance drops as RBI bans further purchases by FIIs

 Everest Industries dips on disappointing Q2 results

 Syngene International gains post Q2 results

Mphasis touches 15-month high post Q2 results

 Sugar stocks hit 52-week high; Dwarikesh Sugar zooms over 100% in October

 Federal Bank hits 52-week low on weak Q2 results

 IRB Infra Q2 net at Rs 149 cr

JSW Steel avoids loss, reports Q2 net profit at Rs 116.9 crore

 Bajaj Auto Q2 net rises 58%, beats estimates

Power Grid wins Rs 7000-cr transmission project

 Indian Angel invests in health food start-up Jiyo Natural

 Facebook awards $1.2 million to local start-ups for Innovation Challenge

American Swan plans to hit Rs 300 crore GMV in six months

 Wipro Q2 net up 2% at Rs 2,235 cr q-o-q

 Mphasis beats forecast with 15% rise in profit

 Idea Cellular Q2 net profit misses estimates at Rs 809 cr

The dark side of tech development in Singapore

 Tyre exports back in black in April-May 2015

 Ad-commerce startup Adrobe set to go live from Dussehra

 Air Costa expects pan-India permit by mid-November

 Bajaj Auto Q2 net up 58% at Rs 933 cr

 Honda says to put commercialised self-driving car on the road by 2020

 GM launches Chevy Trailblazer at Rs 26.4 lakh

 Japan's KLab Ventures to launch new VC arm

 HDFC Bank Q2 net up 20% at Rs 2,869 crore, meets estimates

 Reliance MF buys Goldman Sachs AMC for Rs 243 cr

Bajaj Auto Q2 net rises 58% at Rs 933 crore

Google invests $65 million in China partner for Android Wear

 Indiabulls Housing Finance Q2 net up 24% at Rs 555 cr

 Reliance Capital to buy Goldman's Indian fund unit for Rs 243 crore

Fresher salaries peak as startups look for young talent: study

American Tower set to buy majority stake in Viom Networks

 Employee referrals, retention top priorities for companies in 2016: LinkedIn

 Mphasis Q2 net jumps 15% to Rs 185 crore

 Indiabulls Real Estate Q2 net soars two-fold to Rs 75 crore

 IndiGo must continue its dividend policy to command respect

Marico appoints Sanjay Mishra as COO, India sales and Bangladesh

Today's dip in nifty can be a buying oppurtunity around 8200..8220 SL 8180 on closing basis

Reliance MF

Reliance MF to get all onshore mutual fund schemes of Goldman Sachs in India, with AUM worth Rs 7,123 cr, including CPSE ETF.
Poitive for Rcap