INDIA DAILY January 25, 2017 India 24-Jan 1-day 1-mo 3-mo Sensex 27,376 1.0 5.1 (2.5) Nifty 8,476 1.0 6.1 (2.5) Contents Global/Regional indices Dow Jones 19,913 0.6 (0.1) 9.6 Daily Alerts Nasdaq Composite 5,601 0.9 2.5 6.0 Results FTSE 7,150 (0.0) 1.2 1.9 HDFC Bank: Minor bruises Nikkei 19,054 1.4 (1.9) 9.7 Hang Seng 23,066 0.5 6.9 (2.1) Bharti Airtel: The pain is evident KOSPI 2,067 0.1 1.5 1.5 HCL Technologies: Big bets Value traded – India Cash (NSE+BSE) 233 168 58 Asian Paints: Wait for the right entry price continues Derivatives (NSE) 5,652 3,508 3,765 Zee Entertainment Enterprises: Margin disbelief misplaced Deri. open interest 3,157 2,789 3,068 TVS Motor: Decent results; but expectations of margin expansion could be tested Forex/money market Mahindra & Mahindra Financial: Betting heavily on a recovery Change, basis points 24-Jan 1-day 1-mo 3-mo Adani Power: Weak generation, rising cost Rs/US$ 68.2 3 39 136 Ashoka Buildcon: Stage well set 10yr govt bond, % 6.8 (1) (6) (20) Net investment (US$ mn) Results, Change in Reco 23-Jan MTD CYTD (1,702 FIIs (38) 2,903 Bharti Infratel: A tough call; downgrade to REDUCE ) MFs 9 1,078 6,951 Change in Reco Top movers Change, % L&T: Domestic hand for real Best performers 24-Jan 1-day 1-mo 3-mo HNDL IN Equity 187.2 3.0 17.5 24.4 VEDL IN Equity 252.5 2.9 16.5 23.8 SAIL IN Equity 61.9 0.8 25.3 22.2 NMDC IN Equity 147.0 1.1 19.4 19.7 CAIR IN Equity 275.4 1.8 12.9 19.4 Worst performers DIVI IN Equity 683.1 (0.6) (20.7) (46.5) RCOM IN Equity 31.2 0.8 (10.2) (33.6) UT IN Equity 4.5 0.0 11.1 (26.2) MMFS IN Equity 277.7 1.2 8.5 (22.0) HDIL IN Equity 62.6 2.4 7.8 (21.9) Kotak Institutional Equities Research
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