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India Daily Ideas India Daily Ideas PhillipCapital (India) Pvt. Ltd. INSTITUTIONAL USE ONLY 29 August 2013 Contents Super Sector Stock / Ideas 1 Consumer ITC, Hathway, Future Retail, Trader Comments 2 Cyclicals Iron ore, Oil & Gas 3 Defensives Bharti, Telecom Sector, Infosys 1D 1W 1M 3M 12M BEST 1D 1W 1M 3M 6M 12M PER WORST 1D 1W 1M 3M 6M 12MPER SENSEX 0.2 0.5 -8.2 -10.7 2.9 BSE100 NIFTY 0.0-2.3-9.4-13.4-0.1 Ranbaxy Labs 10.6 25.8 40.3 8.9 10.2 -24.4 23.7 Suzlon Energy -8.9 -11.1 -19.6 -56.2 -64.1 -61.5 -0.8 BANKEX -1.3 -5.5 -15.5 -32.0 -13.2 Cairn India 5.4 8.2 9.3 13.0 9.2 -4.0 5.7 HDIL -7.9 4.2 -10.3 -33.5 -47.2 -54.5 2.8 BSE AUTO 0.1 0.9 -6.5 -10.1 6.9 SAIL 5.2 11.4 9.2 -20.7 -33.4 -39.3 7.8 HPCL -7.8 -7.1 -26.9 -42.6 -43.5 -47.3 5.8 BSE METALS 1.9 8.6 13.3 -11.4 -21.2 Bharat Forge 4.5 6.5 15.1 -1.3 9.7 -17.1 16.1 Bharat Petroleum Corp -7.3 -5.4 -21.0 -28.9 -27.7 -24.2 9.3 BSE OIL -1.1 1.1 -10.2 -12.2 -5.3 Jaiprakash Associates 3.8 11.4 -15.1 -51.2 -51.5 -47.1 10.7 ONGC -6.0 -2.8 -18.1 -27.0 -22.2 -11.5 8.6 BSE POWER 0.5 0.1 -13.5 -23.3 -27.8 JSPL 3.7 8.1 19.7 -20.5 -31.6 -33.7 7.2 Union Bank of India -5.9 -7.1 -23.2 -55.6 -52.7 -33.9 2.1 BSE REALTY -1.4 -6.3 -16.3 -34.5 -21.9 TCS 3.7 10.9 7.0 27.2 25.7 41.9 N/A PNB -5.4 -9.3 -25.6 -45.9 -44.8 -34.8 N/A BSE IT 2.7 7.9 7.4 30.1 36.3 Wipro 3.6 6.7 15.4 38.7 26.9 45.0 16.7 UltraTech Cement -5.2 -9.0 -21.4 -25.1 -21.0 -13.8 14.2 BSE CONSUMER DU -3.0 -3.1 -13.0 -30.4 -12.7 JSW Steel 3.4 7.5 -3.4 -24.5 -27.6 -22.6 7.8 HDFC -4.8 -12.4 -18.9 -28.1 -14.0 -8.5 18.5 BSE CAPITAL GOOD -0.5 -0.3 -16.4 -27.9 -26.9 Tata Power Co. 3.3 4.5 -12.6 -14.4 -18.6 -22.3 18.6 Bank Of India -4.6 -10.0 -27.4 -55.8 -59.1 -49.5 N/A BSETECK 1.8 5.4 3.1 19.8 33.4 Adani Power Limited 3.3 4.2 -9.1 -33.6 -18.9 -4.1 -25.4 AXIS Bank -4.6 -14.2 -23.7 -42.5 -37.6 -17.7 6.1 BSE Healthcare 1.2 3.4 -5.1 -3.1 17.1 HCL Technologies 3.1 10.6 9.0 31.0 35.0 78.5 14.3 Asian Paints -4.5 -5.5 -23.4 -18.6 -8.7 5.9 31.0 BSE FMCG -0.4 -0.6 -13.8 -10.2 13.5 Hindalco Industries 2.9 9.4 12.7 -7.1 2.8 -1.5 8.1 Yes Bank -4.3 -11.6 -37.8 -55.1 -52.2 -31.7 5.5 BSE PSU -2.2 -2.2 -12.3 -27.8 -29.5 NMDC 2.9 6.0 12.4 -0.6 -15.4 -39.6 N/A Federal Bank Ltd -4.0 -10.3 -24.4 -43.0 -48.0 -37.0 N/A BSE 100 -0.1 -0.2 -9.1 -13.6 0.1 Tata Motors 2.7 5.2 0.7 -1.9 3.7 27.4 -156.9 Canara Bank Ltd. -3.6 -5.8 -27.9 -53.8 -53.2 -37.7 N/A BSE 500 -0.3 -0.3 -8.9 -14.5 -2.5 Tata Steel 2.6 12.7 29.5 -11.0 -18.4 -25.4 10.2 Glenmark Pharma -3.6 -0.2 -11.9 -8.4 2.5 23.3 18.4 Europe & US Hindustan Zinc Ltd 2.4 9.6 15.7 -0.4 2.3 -3.8 N/A Gail (India) -3.4 -5.5 -10.8 -12.0 -14.9 -22.4 8.0 Dow Jones 0.3 -0.5 -4.5 -3.1 13.1 Divi's Laboratories 2.3 1.1 -0.6 -3.9 -5.7 -17.1 17.1 ABB -3.4 -2.1 -12.9 -32.6 -20.1 -37.4 39.7 S&P 500 0.3 -0.5 -3.0 -0.8 15.9 Infosys Technologies 2.0 5.7 6.8 32.8 7.4 30.6 18.0 Unitech -3.3 -1.5 -7.0 -36.2 -41.4 -14.2 11.0 NASDAQ 0.4 -0.2 -0.2 3.6 16.6 BHEL 1.9 9.1 -27.2 -43.8 -43.2 -47.2 5.9 Tata Global Beverages -3.3 -3.5 -14.3 -4.4 9.1 8.9 17.6 S&P Europe -0.3 -0.4 -0.5 -3.1 6.2 Lupin 1.7 0.4 -10.1 1.0 31.6 33.1 21.5 Ashok Leyland -3.3 -1.0 -15.4 -49.4 -45.5 -41.1 34.9 Brazil Bovespa -0.4 -1.1 1.3 -8.7 -13.1 Sun Pharma 1.6 4.7 -11.3 -5.2 25.9 49.4 25.3 Bank of Baroda -3.1 -1.6 -21.3 -34.4 -36.6 -28.7 N/A Asia NTPC 1.6 -3.0 -10.9 -18.0 -16.1 -26.6 9.4 Exide Industries Ltd -3.0 -1.9 -7.3 -13.2 -3.5 -9.8 16.1 Nikkei 225 -1.5 -0.2 -2.4 -6.9 47.1 Shriram Transport 1.4 -11.2 -19.1 -38.2 -26.3 -17.4 7.1 United Breweries Ltd -3.0 11.0 5.0 -4.8 16.9 12.3 69.8 Hang Seng -1.6 -1.7 -1.5 -4.6 8.8 Reliance Capital 1.4 1.9 -15.8-11.0-15.7-4.3 12.3 Zee Entertainment -2.7 -6.1 -11.6 -5.6 1.7 34.5 25.1 S&P Asia 200 -1.1 0.2 0.8 2.3 16.8 DLF 1.2 -12.6 -22.0 -37.4 -52.3 -31.1 25.4 United Spirits -2.6 -2.2 -18.4 -16.1 12.2 110.9 44.6 Straits -1.0 -2.8 -7.2 -10.8 -1.2 Sesa Goa 1.2 23.4 35.1 6.9 9.7 -1.8 6.3 Crompton Greaves -2.5 -4.5 -11.5 -18.4 -13.6 -29.4 12.8 TWSE 0.0 0.1 -3.2 -6.2 5.9 IDFC 1.1 -20.2 -27.8 -48.4 -46.3 -40.7 6.0 Cummins India Ltd. -2.5 0.6 -9.1 -18.8 -21.6 -17.7 14.3 Kospi -0.1 1.9 -0.8 -5.8 -2.3 Reliance Infra 1.0 5.5 -7.8 -13.6 -20.3 -26.7 5.5 NHPC -2.4 -0.6 -8.3 -17.3 -40.7 -11.4 8.3 Baltic Dry Index -2.0 0.1 5.9 39.4 58.3 Reliance Industries 0.9 3.5 -8.4 -4.3 -0.4 3.7 11.3 Idea Cellular -2.3 -5.5 -5.0 12.3 29.2 103.4 27.3 VIX Index -1.7 3.5 23.2 11.2 -3.3 United Phosphorus 0.8 2.9 4.3 -6.0 23.5 23.2 7.0 Coal India Ltd -2.3 -2.5 -7.0 -22.3 -18.1 -29.3 9.2 Aluminium -0.1 -0.4 3.7 1.0 -3.0 Hero Honda Motors 0.7 2.3 2.1 7.0 14.7 3.4 N/A Bharti Airtel -2.2 -3.6 -13.8 -8.4 -11.1 18.8 26.2 Brent -0.1 5.9 8.7 15.7 4.2 Colgate Palmolive(Ind 0.6 -3.8 -13.4 -17.8 -4.4 2.9 29.7 Siemens -2.2 -2.8 -17.7 -26.1 -14.8 -36.2 45.1 Coal N/A 0.5 1.2 -11.1 -11.6 Dr Reddy's Laboratorie 0.5 6.2 -2.0 2.6 23.4 28.6 N/A PFC -2.1 -9.8 -13.0 -46.7 -48.2 -33.4 2.9 Copper -0.3 -0.3 6.1 -0.4 -4.3 Cipla 0.4 1.6 -3.2 -0.8 10.5 8.8 20.1 GCPL -1.9 -2.5 -5.7 -3.5 10.9 18.0 N/A Crude Oil (WTI) -0.5 4.3 5.4 17.6 14.4 GMR Infrastructure 0.4 8.9 -8.6 -36.1 -24.7 -26.5 -12.4 Maruti Suzuki India -1.8 -3.8 -8.5 -24.4 -8.9 5.8 12.7 Iron Ore 0.0 0.7 4.5 15.8 36.1 Bajaj Auto 0.2 -0.2 -13.3 -5.2 -12.2 6.3 14.2 Nestle India -1.7 -4.5 -13.9 -11.8 -2.5 -1.2 N/A Lead -0.2 -1.5 8.1 4.3 12.2 ITC 0.2 -0.7 -16.8 -12.9 1.0 10.6 26.4 LIC Housing -1.7 2.2 -10.9 -39.8 -29.9 -33.8 6.3 Nickel -1.7 -4.0 2.4 -4.7 -12.9 HDFC Bank 0.1 -5.4-11.3-21.5-10.2-4.7 15.8 M&M -1.6 -0.9 -13.5 -19.1 -10.8 0.6 10.3 Steel N/A N/A N/A N/A N/A ACC 0.1 -6.4 -21.1 -23.4 -25.6 -29.3 14.2 PGCIL -1.5 -3.5 -12.9 -16.9 -9.6 -21.1 8.6 Tin -0.8 -1.7 11.4 2.8 4.6 Tata Chemicals 0.0 1.4 -8.0 -18.3 -24.4 -19.0 8.1 SBI -1.4 -3.3 -14.1 -28.8 -28.2 -18.1 6.1 Zinc -1.3 -1.4 5.5 4.7 3.8 Ambuja Cements 0.0 2.5 -7.1 -13.3 -16.9 -14.9 15.1 Kotak Mahindra Bank -1.1 -2.6 -8.5 -22.1 -7.9 4.4 29.1 USD : INR 4.0 7.5 15.8 23.0 23.6 IDBI 0.0 2.3 -14.6 -32.6 -36.1 -32.2 N/A Indian Oil Corporation -0.9 -2.0 -3.1 -29.2 -29.5 -15.4 8.2 EUR : INR 4.0 7.1 16.4 26.8 31.5 Satyam Computer Ser 0.0 0.0 0.0 1.6 -2.7 20.4 10.0 Grasim Industries -0.8 -3.8 -18.1 -22.9 -24.9 -26.0 7.7 GBP : INR 3.6 5.9 16.4 25.7 21.0 Sterlite Industries 0.0 13.9 22.2 -2.4 -3.9 -9.4 5.2 ICICI Bank -0.8 -3.9 -14.3 -34.5 -23.4 -13.2 9.4 CHF : INR 4.1 7.4 16.8 29.2 28.5 Larsen & Toubro 0.0 -0.5 -16.2 -26.9 -22.6 -21.7 12.4 Adani Enterprises -0.8 -6.5 -18.9 -33.0 -32.1 -5.1 8.3 JPY : INR 2.2 8.0 16.3 26.8 -0.2 REC -0.1 -1.2 4.1 -27.0 -24.9 -9.8 4.0 Reliance Comm -0.7 -3.1 -15.6 0.8 81.8 130.4 20.5 Dollar index 0.0 -0.1 -0.3 -2.7 -0.2 Hindustan Unilever -0.2 0.9 -7.2 -0.2 33.6 15.1 35.7 Adani Ports and Speci -0.6 -3.2 -11.9 -19.9 -11.3 12.7 13.5 USD: AUD 0.3 -0.5 -2.6 -6.9 -13.4 Reliance Power -0.2 -0.3 -11.3 -9.6 -8.0 -16.3 19.0 Adani Ports and Speci -0.6 -3.2 -11.9 -19.9 -11.3 12.7 13.5 USD: CNY 0.0 0.0 -0.2 -0.1 -3.6 Dabur India Ltd.
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