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Most Market Roundup July 03th,2017

BLACK FOX

EQUITY Market Sensex 31221.62 (+0.97) Nifty 9615.00 (+0.99)

Closing Bell: BSE Sensex closed higher by 300 points, or 0.97%, to 31,222, while the Nifty 50 rose 0.99%, to 9,615. The BSE Sensex rose nearly 1% on Monday, heading for a third straight session of gains as consumer goods makers such as ITC Ltd surged on hopes the newly implemented goods and services tax (GST) would reduce retail prices and boost sales. India on Saturday rolled out its biggest tax reform, replacing more than a dozen federal and state levies with the GST. The unveiling of GST led some of India’s biggest automakers and retailers to announce price cuts, although many companies shied away from doing so due to the complexity of the new system. FMCG companies like ITC are going to benefit in the long run from the GST rollout,” said Anupam Singhi, chief operating officer at independent research firm William O’Neil India. NSE’s Nifty FMCG index climbed as much as 5.6% to an all-time high with Hindustan Unilever Ltd (HUL) gaining above 1%. Cigarette maker ITC was among the top gainers, rising as much as 9.62% to a record high of Rs354.80. It drove the Nifty index higher, contributing nearly 45 net points to the index. Carmaker Maruti Suzuki India gained as much as 1.8% after posting a 7.6% jump in June vehicle sales on Saturday, while commercial vehicles maker Ashok Leyland climbed to its highest in a year after reporting an 11% rise in June total sales. Shares of fertiliser makers surged after GST rate for fertilisers was slashed to 5% on Friday. Adani Enterprises Ltd rose 3.6% to Rs137.20 after CNBC TV reported that the company may demerge company into four verticals. NBCC India Ltd rose 2% to Rs206.50 after the company said it signed Rs2,500 contract for SDMC headquarter construction. Maruti Suzuki India Ltd rose 1.3% to Rs7,313.45. The company said its passenger vehicles sales in June in the domestic market rose marginally 1% to 93,057 units over a year ago period. Even as the Utility vehicles sales kept up the sales momentum advancing 43%, entry level models such as Alto and Wagon R dropped 8%. Mahindra & Mahindra (M&M) Ltd rose 1.3% to Rs 1365.15. The company on Saturday reported 8% decline in total sales at 35,716 units in June. The company had sold 39,009 units in the same month last year. In the domestic market, sales were down 3% at 33,861 units last month compared to 34,989 units in June 2016. Exports were down 54% at 1,855 units in June against 4,020 units in the same month last year. Ashok Leyland Ltd rose 4% to Rs97.65 after the company said its sales for the June month rose 11% to 12,330 units against 11,108 units a year ago.Dilip Buildcon Ltd shares rose 4% to Rs466 after brokerage firm Credit Suisse rated the stock with new ‘outperform’ citing strong revenue and earnings growth expectation. It also increased target price of the stock to Rs650 a share. Shares in fertilizer companies rise after the government fixed the Goods and Services Tax (GST) rate on fertilizer at 5% instead of 12% decided earlier. Nagarjuna Fertilizers rose as much as 8.3%, Gujarat State Fertilizers 4.8%, National Fertilizers 8.3%, Zuari Agro Chemicals 3%, Mangalore Chemicals 3.7% and Chambal Fertilisers 6.3%

Exchange Toady Pre. Day BSE (CASH) 3190 3080

BSE(Derivative) 33.00 8.45

NSE (Cash) 21673 29689

NSE(Derivative) 381831 312498

Exchange Today Pev. Day

BSE (Cash) 3480 3740

BSE(Derivative) 0.23 1.03

NSE (Cash) 24585 30617

NSE(Derivative) 272282 865138

Total 300348 899497

Group NIFTY IND BSE INDEX

Advance 36 146

Decline 14 54

Unchanged 01 01

Symbol LTP % Change INFRATEL 398.00 +6.26

ITC 343.80 +5.92

HINDALCO 196.95 +3.14

EICHERMOT 27730.00 +2.55

VEDL 254.30 +2.11

Symbol LTP % Change HCLTECH 839.80 -1.30

NTPC 157.00 -1.23

SUNPHARMA 551.00 -0.85

TATAMOTORS 429.60 -0.68

LUPIN 1053.00 -0.65

Exchange No. of Contracts

Turn Over Index Futures 204317 16087

Stock Futures 557187 40672

Index Options 3638561 302947 Stock Options 290586 22125

F&O Total 4690651 381831

CASH VOLUME (Rs In Cr.)

ADVANCED / DECLINE

TOP INDEX GAINERS

TOP INDEX LOSERS

DERIVATIVE VOL

417.

1561.05

UME In Cr.

Stock future Price Rs. Qty Value Contract

ITC 342.8 20180 21265 YESBANK 1491.0 15651 23405

ASHOKLEY 100.6 14977 8557 INFY 953.6 11811 66257

ACTIVE STOCK IN FUTURE


BLACK FOX


News: Apparel makers and textile wholesalers say their unregistered suppliers

and customers are trying to stay out of the ambit of the GST regime

According to Chhatwani, while high end, branded apparel makers will benefit from the 28% tax rate, prices of small, local apparel brands will rise as implementation of GST will erode their thin margins. Wholesalers in the apparel business usually earn around 10-15% margin, he said.

The sharp drop in prices of farm products over the past few months has not just upset farmers across the country, but also seems to have complicated the task of India’s monetary authorities. The minutes of the last meeting of the Monetary Policy Committee (MPC) of the Reserve Bank of India (RBI) show that the committee is divided on the issue of inflation outlook, in general, and food inflation, in particular.

India’s National Multi Commodity Exchange (NMCE) will merge with Indian Commodity Exchange (ICEX) creating the country’s third biggest commodity exchange, they said in a statement on Monday. The ICEX will hold a 62.8% stake in the merged entity, while NMCE shareholders will own the rest, the companies said.

Cigarette maker ITC Ltd has become the fourth Indian company to cross market capitalization of Rs4 trillion as investors continued to buy the stock after the government notified that cigarettes will be exempted of additional excise duty under the goods and services tax (GST) regime.

German industrial group Thyssenkrupp aims to hold less than half of a steel joint venture it wants to set up with Tata Steel so it can deconsolidate the business from its balance sheet

The National Stock Exchange (NSE) may have to re-file papers for its Rs 10,000-crore IPO after addressing issues related to alleged preferential access given to some brokers, watchdog Sebi's Chairman Ajay Tyagi today said, terming the co-location case as "a serious matter".

Shares of Sobha (up 3.44 per cent), Oberoi Realty (up 2.90 per cent), DLF (up 1.68 per cent), Phoenix Mills (up 1.65 per cent) and Prestige Estates Projects (up 1.21 per cent) were among the top gainer realty stocks in Monday's trade. The S&P BSE Realty index was trading 1.14 per cent up at 2066.45. Unitech stood as the lone loser in the index. Recently, it had sold 74 acres of land in Gurgaon, Chennai and Hyderabad for Rs 260 crore to boost cash flow and complete ongoing projects.

Shares of Jyothy Laboratories, South Indian Bank and Federal Bank were trading in red in the afternoon on turning ex-dividend on Monday, while, Asian Hotel (West) was in green around 12.30 pm (IST). Jyothy Laboratories was trading 0.10 per cent down at Rs 355.60. The scrip opened at Rs 354 and touched a high and low of Rs 356.40 and Rs 350.25, respectively, in trade so far. Ex-dividend date is the date on or after which a security is traded without a previously declared dividend.

Bharti Infratel (up 4.11 per cent), Hindalco (up 2.93 per cent), Vedanta (up 1.93 per cent), Eicher Motors (up 1.80 per cent) and Maruti Suzuki (up 1.58 per cent) were among other top gainers on the index. Hindustan Unilever (up 1.05 per cent), Coal India (up 1.04 per cent), Tata Steel (up 0.95 per cent) and UltraTech Cement (up 0.93 per cent) too were among the 37 stocks on NSE, trading in green.

Indices Closing Price Change(%)

Dow 30 21359.90

-0.07

Nasdaq 6165.50 -0.47

FTSE 100 7468.75 +0.67

DAX 12732.25 +0.32

S&P/TSX 15160.42 -0.06

CAC 40 5254.50 +0.72

Nikkei 225 19943.26 +0.56

Shanghai 3123.17 -0.30

Hang Seng 25626.49 +0.24

V/S INR Closing Price Change(%)

Dollar 64.88 +0.46

Euro 73.73 -0.05

Pound 84.02 -0.03

JPY 0.58 +0.00

Aus 49.69 +0.12


Crude OIL 46.19 +0.33

Gold 1234.42 -0.63

Silver 16.422 -0.88

Aluminium 1921.25 +0.08

Copper 2.694 -0.63

GLOBAL COMMODITY

GLOBAL INDICES

GLOBAL CURRENCIES


Crude OIL 3004.00 +1.21

Gold 28354.00 -0.30

Silver 38123.00 -0.58

Aluminium 124.40 +0.44

Copper 387.75 -0.26


Sensex 31221.62 +0.97

Nifty 50 9615.00 +0.99

Nifty Next 50 26588.00 +1.27

Nifty Mid 50 4577.35 +1.27

Indices Today Closing Previous Clo

FII -160.48 NA

DII +1195.71 NA

Note - *Data as of today, 5 P.M

DOMESTIC COMMODITY

DOMESTIC INDICES

INSTITUTIONAL ACTIVITY


BLACK FOX


Stocks To Watch: Vindhya Telelinks

Surges To 17-Month High - The stock jumped 13.2 percent, the most since October of last year Trading volume was well over 8 times the 20-day average for this time of day The telecom equipment maker has a market cap of around Rs 970 crore It has returned 37 percent so far this year, compared a gain 18 percent for S&P BSE Sensex

DB Realty Surges Most In Three Months Shares of the real estate company gained as much as 12.92 percent, the most since April, after its subsidiary Neelkamal Realtors Tower entered into a Development Management Agreement with Indo Global Soft Solutions and Technologies. The agreement is to develop the company's Orchid Heights project at Jacob Circle in Mahalaxmi. Indo Global will arrange for the funding of the project and will jointly construct, develop and market the residential project, it said in an exchange filing. Indian Bonds Slump After RBI Plans Open-Market Sale of Debt

India’s benchmark sovereign bonds plunged after the central bank said it plans to sell up to Rs 10,000 crore ($1.5 billion) of debt via open-market operations on July 6, looking to drain excess funds from the banking system. HCC Gains Most In A Month Post Order Win Shares of Hindustan Construction Company Ltd. gained as much as 4.6 percent, the most since June 2, to Rs 40.90 after its joint venture with URC Construction Pvt. Ltd. won a contract worth Rs 797.29 crore from the Bangalore Metro Rail Corporation Ltd. HCC has a 51 percent share in the JV. The contract is for construction of a 6.34 kilometer long elevated corridor and five elevated stations. The project is slated to be completed in 36 months.

Dilip Buildcon Gains After Credit Suisse Rates Stock Outperform Shares of the construction firm rose as much as 5.6 percent to

Rs 472, its highest level since May 22 after Credit Suisse rated the stock a new outperform.

The broking firm put a price target of Rs 650 apiece – an upside of of nearly 40 percent – citing strong revenue and earnings growth expectations.

Fertiliser Stocks Gain On GST Relief Shares of the fertiliser makers gained anywhere between 5

percent and 0.5 percent after the GST council reduced the tax rate on fertiliser to 5 percent from previously decided 12 percent.

Some of the top gainers were: Madras Fertilisers (+4.1%) Nagarjuna Fertiliser (+3.8%) National Fertilizers (+3.6%) Chambal Fertilisers (+2.9%) Mangalore Chemical (+3.4%)

Dabur India: Company says positives of GST are to be felt in the

medium to long-term and that it may experience near-term pain on sales and profits due to destocking and other transition costs

JMC Projects: Secures three new investment orders worth Rs 710 crore in Madhya Pradesh, Bangalore and Chennai

Kalpataru Power Transmission: Received new orders in the power and infrastructure sector worth Rs 676 crore

NBCC: Signs MoU for re-development of 10 railway stations with smart city features

Fertiliser Stocks: GST Council reduces rates on fertilisers to 5 percent from 12 percent

JSW Steel: Wins five mines in Karnataka, 1 in Jharkhand. (PTI) Spicejet: Delhi High Court to decide on Maran share transfer

row. (PTI)


BLACK FOX


Talking Points Moody’s sees positive

net impact of GST on government revenues

GSTN launches excel template for taxpayers

Rashtriya Chemicals offer for sale subscribed 2.82 times, government says

India's core sector output rises 3.6 percent year-on-year in May

U.K. considering pension loophole fix to help Tata Steel (PTI)

GST may lead to drug shortage; chemists not keeping stock, says Biocon's Kiran Mazumdar-Shaw

India reduces interest rates on small savings schemes by 10 basis points

Airtel deal with Videocon, Aircel for spectrum approved by Competition Commission of India

General Motors India dealers to approach PMO over compensation

Maruti, Hero MotoCorp cuts prices to pass on GST benefits

Money in Swiss banks: India slips to 88th place; U.K. on top

finalises peer-to-peer lending norms; likely in 2-3 weeks (PTI)

‘Plenty of hiccups’ expected as India rolls out GST.

India may raise import taxes on vegetable oils, official says

RBI: Notes accepted by DCCBs November 10-

14 eligible for deposit ADB proposes to invest $10 billion in India between 2018-2022 Reliance Jio introduces new submarine cable system BSE revises transaction charges in currency derivatives Trump warns Modi India must reduce obstacles to U.S. exports The world’s top airline stock is India’s SpiceJet with gains of

124 percent Federal Bank to consider share price for QIP issue Infosys chairman to see out term, stand down next year Vedanta seeks to quadruple Zambia copper output over three

years.

https://www.bloombergquint.com/gst/2017/07/02/gst-to-boost-indias-gdp-positive-for-rating-moodys


BLACK FOX


INDEX

CLOSE POINT CHANGE %CHANGE

NIFTY BANK 23272.80 +61.60 +0.27

NIFTY IT 10189.85 +34.80 +0.34

NIFTY REALTY 267.10 +3.65 +1.39

NIFTY INFRA 3222.85 +21.50 +0.67

NIFTY ENERGY 11643.00 +42.60 +0.37

NIFTY FMCG 27787.20 +1035.15 +3.87

NIFTY MNC 12271.20 +180.65 +1.49

NIFTY PHARMA 9616.30 +9.90 +0.10

NIFTY PSE 3808.30 +32.25 +0.85

NIFTY PSU BANK

NIFTY SERV SECTOR

NIFTY MEDIA

NIFTY METAL

NIFTY AUTO

3319.90

12413.65

2997.55

2997.55

10680.95

+17.50

+53.40

+15.50

+15.50

+140.70

+0.53

+0.43

+0.52

+0.52

+1.33


BLACK FOX


TFCILTD - TFCILTD:The Exchange has sought clarification from Tourism Finance Corporation of India Limited with respect to announcement dated 30-Jun-2017, regarding appointment of Shri Rudhra Gangadharan, I.A.S (Retd.) as an Additional Director of the Company in the category of Independent Directors. On basis of above the Company is required to clarify following: 1. Brief profile (in case of appointment);The response of the Company is awaited. GRASIM – Grasim Industries Limited has informed the Exchange regarding detailed note on the Scheme between Grasim Industries Limited and Aditya Birla Nuvo limited covering Business and Financial aspects of Scheme including the share entitlement to the shareholders. GHCL - GHCL Limited has informed the Exchange that the Register of Members and Share Transfer Books of the Company shall remain closed from June 23, 2017 to June 29, 2017 (both days inclusive) for the purpose of dividend and Annual General Meeting of the Company. NOTICE AND CIRCULAR :

Notice No Subject Segment Name

Category Name Department PDF

20170703-16 Opening of Offer to Buy – Acquisition Window (Takeover) for Upasana Finance Limited

Equity Trading DCS-Listing

20170703-15 Listing of new debt securities of IL&FS Financial Services Limited

Debt Company related

DCS-Listing

20170703-14 Listing of new debt securities of AXIS Bank Ltd. Debt Company related

DCS-Listing

20170703-13 Cyber Security advisory for Market Participants and Listed Companies

General Others Trading Operations

20170703-12 Listing of new debt securities of L&T Infrastructure Finance Company Limited


DCS-Listing

20170703-11 Listing of new debt securities of Shriram-City Union Finance Ltd.


DCS-Listing

20170703-10 Revocation of Suspension of Trading in Units of Mutual Fund Scheme of ICICI Prudential Interval Fund II Quaterly Interval Plan C

Mutual Fund

Company related

DCS-Listing

20170703-9 Bonus issue of Shantai Industries Ltd. Equity Corporate Actions

Listing Operations

20170703-8 Acceptance of e-PAN card for KYC purpose General Compliance DOSS

20170703-7 Demat Auction - 062 General Settlement/RMS Post Trade

20170703-6 Exclusion of contracts in BSE SLB segment - ADITYA BIRLA NUVO LTD

SLB Trading Trading Operations

20170703-5 Part Redemption of Debentures of Omaxe Limited. Debt Corporate Actions

Listing Operations

20170703-4 Redemption of Non-Convertible Debentures of Kotak Mahindra Prime Ltd.

Debt Corporate Actions

Listing Operations

20170703-3 Offer to Buy – Acquisition Window (BuyBack) for JB CHEMICALS & PHARMACEUTICALS LTD-Live Activities Schedule

Equity Trading Trading Operations

Corporate Action Calendar

http://www.bseindia.com/markets/MarketInfo/DispNewNoticesCirculars.aspx?page=20170703-16


























BLACK FOX


Deal Date Security Code Security Name Client Name Deal Type * Quantity Price **

30/06/2017 513422 BLOIN KAMAL KUMAR CHAUDHARY HUF S 150,000 4.61

30/06/2017 513422 BLOIN AKASH GUPTA B 75,000 4.53

30/06/2017 513422 BLOIN VIKASH GUPTA B 50,000 4.68

30/06/2017 526927 DION JOSEPH LESLIE NASH B 389,000 60.4

30/06/2017 526927 DION ALBULA INVESTMENT FUND LTD S 389,000 60.4

30/06/2017 540455 ESCORP SUMANA PARUCHURI S 40,000 15.51

30/06/2017 531196 GAGANPO SANJAY R MAHESHWARI(HUF) S 62,450 2.63

30/06/2017 526717 GOPALA NIKUNJ AMBALAL PATEL HUF S 23,673 69.34

30/06/2017 526717 GOPALA NIKUNJ AMBALAL PATEL HUF B 47,165 73.06

30/06/2017 531410 GUJFOIL AVS EQUINVEST LLP S 47,912 10.76

30/06/2017 539788 KDML GRYFFIN ADVISORY SERVICES PRIVATE LIMITED B 2,000,400 113

30/06/2017 539788 KDML VIJAYKUMAR KHEMANI S 2,000,400 113

30/06/2017 502937 KESORAMIND INDUSIND BANK LTD S 7,500,000 137

30/06/2017 502937 KESORAMIND HIGHGATE INDUSTRIES LIMITED B 7,500,000 137

30/06/2017 539524 LALPATHLAB WAGNER LIMITED S 900,000 780.26

30/06/2017 539767 MNIL FAITHFUL VANIJYA PRIVATE LIMITED B 45,000 97.32

30/06/2017 539116 OPCHAINS GIRRAJ KISHOR AGARWAL (HUF) B 40,000 17

30/06/2017 539116 OPCHAINS HEM SEC LTD S 40,000 17

30/06/2017 540108 RCSL SHALU S RANA B 40,025 30

30/06/2017 503162 RELCHEMQ DIPAK KANAYALAL SHAH B 30,000 82.54

30/06/2017 530867 SFLINTER GOLDMINE BARTER PRIVATE LIMITED S 83,975 18.75

30/06/2017 530867 SFLINTER DHANSAGAR VINTRADE PRIVATE LIMITED S 137,400 18.75

30/06/2017 530867 SFLINTER VINOD VRAJLAL NIRMAL S 75,000 18.75

BLOCK DEAL


BLACK FOX


30/06/2017 530867 SFLINTER VINOD VRAJLAL NIRMAL B 211,175 18.75

30/06/2017 530867 SFLINTER DEEPAK PARSHARAM SALVI S 50,000 18.75

30/06/2017 539520 SHAILJA HASMUKH DAYALAL SHAH S 26,977 13

30/06/2017 539520 SHAILJA MANISHA HASMUKH SHAH S 21,123 12.99

30/06/2017 532323 SHIVACEM JSW CEMENT LIMITED B 2,400,000 22.94

30/06/2017 540072 SHIVAEXPO GIRISH M SHAH B 100,000 11.12

30/06/2017 536738 STELLAR AUTOLITE AGENCIES PRIVATE LIMITED S 144,000 5.88

30/06/2017 538714 SUCHITRA SHEELU INANI S 58,000 18.72

30/06/2017 538714 SUCHITRA L L SONI (HUF) B 50,000 18.75

30/06/2017 538714 SUCHITRA LADU LAL SONI B 55,000 18.5

30/06/2017 540252 VOL RAKSHIT MAHENDRA SHAH B 24,000 45.1

30/06/2017 540252 VOL NARESHKUMAR JAYANTIBHAI PRAJAPATI S 36,000 45.1


BLACK FOX


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