Anand Rathi Research- 2013 outlook

Equities - Monthly Presentation - New Year, new hopes...

NIFTY

NIFTY (6002), Nifty has made high of 6042, we had a  target of 6050 & 6150 and till the index doesn’t close below5820 , Targets of 6100 & 6250 are possible. Range Bound market 5850-6250 could be the range.

SENSEX

SENSEX - (19743) has almost 8 pending gap-ups out of which few can be closed if Sensex doesn’t cross 20150 before any fresh rally can start. Month of January can be flat and rally towards Month of February would start ahead of Budget expectation.

What we like?

Picks of the Last month	Reco Price	High after Reco	% returns
Last month Pick
Sun Pharmaceuticals Inds (Dec)	715	775	8.39
ING Vysysa Bank (Nov)	471	576	22.29
BASF (Oct)	665	781	17.44
Tata coffee (Sep)	993	1656	66.77
Bayer Cropscience (Aug)	922	1341	45.44
This month Pick
LIC Housing (Jan 2013)	289	289	-

- Pick of the month - LIC HOUSING FINANCE

- Sector for the year – We like “Housing Finance Companies (HFCs)”

Picks we like – 

1) LIC HOUSING FINANCE

2) GIC HOUSING

Top 6 picks –2013

1) RELIANCE CAPITAL

2) THERMAX

3) ARVIND LTD

4) TVS MOTORS

5) KARUR VYSYA BANK

6) Dr. REDDY’s LABS

Thanks & Regards

NSE, Bulk deals, 09/01/2013

Date	Symbol	Security Name	Client Name	Buy / Sell	Quantity Traded	Trade Price / Wght. Avg. Price	Remarks
09-Jan-2013	ARSHIYA	Arshiya International Ltd	TRUPTI SHARAD SHAH	BUY	4,40,000	112.48	-
09-Jan-2013	CMAHENDRA	C.Mahendra Exports Ltd	ACG PAM PHARMA TECHNOLOGIES PRIVATE LIMITED	SELL	3,69,765	72.02	-
09-Jan-2013	FIEMIND	Fiem Industries Limited	CROSSEAS CAPITAL SERVICES PVT. LTD.	BUY	1,04,373	212.93	-
09-Jan-2013	FIEMIND	Fiem Industries Limited	CROSSEAS CAPITAL SERVICES PVT. LTD.	SELL	1,04,330	212.44	-
09-Jan-2013	FIEMIND	Fiem Industries Limited	HEENA VORA	BUY	1,34,543	210.44	-
09-Jan-2013	FIEMIND	Fiem Industries Limited	HEENA VORA	SELL	1,34,543	213.29	-
09-Jan-2013	GVKPIL	GVK Power & Infrastructur	SUNTECK WEALTHMAX CAPITAL PRIVATE LIMITED	BUY	103,49,303	15.31	-
09-Jan-2013	GVKPIL	GVK Power & Infrastructur	SUNTECK WEALTHMAX CAPITAL PRIVATE LIMITED	SELL	101,63,945	15.30	-
09-Jan-2013	HORIZONINF	Horizon Infrastr. Ltd.	MANISH INFRASTRUCTURE PRIVATE LIMITED	SELL	1,10,300	219.72	-
09-Jan-2013	INDOTHAI	Indo Thai Sec Ltd	PATEL SANJAY RAVJIBHAI	BUY	3,09,759	16.44	-
09-Jan-2013	INDOTHAI	Indo Thai Sec Ltd	PATEL SANJAY RAVJIBHAI	SELL	4,39,738	16.40	-
09-Jan-2013	SKUMARSYNF	S. Kumars Nationwide Ltd	ADROIT FINANCIAL SERVICES PRIVATE LIMITED	BUY	23,02,222	15.31	-
09-Jan-2013	SKUMARSYNF	S. Kumars Nationwide Ltd	ADROIT FINANCIAL SERVICES PRIVATE LIMITED	SELL	22,87,222	15.31	-
09-Jan-2013	SKUMARSYNF	S. Kumars Nationwide Ltd	SHREE VISHWAMURTE TRADINVEST PVT.LTD.	BUY	17,76,686	15.59	-
09-Jan-2013	SKUMARSYNF	S. Kumars Nationwide Ltd	SHREE VISHWAMURTE TRADINVEST PVT.LTD.	SELL	17,76,686	15.52	-
09-Jan-2013	SUZLON	Suzlon Energy Limited	AMBIT SECURITIES BROKING PVT. LTD.	BUY	89,58,183	19.61	-
09-Jan-2013	SUZLON	Suzlon Energy Limited	AMBIT SECURITIES BROKING PVT. LTD.	SELL	89,58,183	19.62	-
09-Jan-2013	SUZLON	Suzlon Energy Limited	TRANSGLOBAL SECURITIES LTD.	BUY	142,05,327	19.47	-
09-Jan-2013	SUZLON	Suzlon Energy Limited	TRANSGLOBAL SECURITIES LTD.	SELL	142,05,327	19.47	-

BSE, Bulk deals, 09/01/2013

Deal Date Scrip Code Scrip Name Client Name Deal Type * Quantity Price ** 09/01/2013 531611 Aadhaar Ventures VIVEK CHOKHANI S 4,332,283 .96 09/01/2013 531611 Aadhaar Ventures VIVEK CHOKHANI B 2,332,283 .97 09/01/2013 531611 Aadhaar Ventures AGRATA REAL ESTATE PRIVATE LIMITED S 1,000,000 .97 09/01/2013 531611 Aadhaar Ventures ANVITA TRADING COMPANY PRIVATE LIMITED S 1,477,430 .97 09/01/2013 531611 Aadhaar Ventures ANVITA REAL ESTATE PRIVATE LIMITED S 1,422,505 .97 09/01/2013 531611 Aadhaar Ventures B M TRADERS S 10,753,760 .97 09/01/2013 531611 Aadhaar Ventures B M TRADERS B 10,348,888 .97 09/01/2013 531611 Aadhaar Ventures ARISTO MEDIA AND ENTERTAINMENT PRIVATE LIMITED S 2,000,000 .97 09/01/2013 531611 Aadhaar Ventures ADAMINA TRADERS PRIVATE LIMITED S 2,190,000 .96 09/01/2013 531611 Aadhaar Ventures ADAMINA TRADERS PRIVATE LIMITED B 1,051,501 .96 09/01/2013 531611 Aadhaar Ventures DEEPAK RAJ SHARMA S 4,469,814 .96 09/01/2013 531611 Aadhaar Ventures DEEPAK RAJ SHARMA B 4,469,814 .97 09/01/2013 531611 Aadhaar Ventures RAKESH KUMAR MIDHA B 1,000,000 .97 09/01/2013 531611 Aadhaar Ventures HIMANSHU RAJENDRA BHATT B 1,000,000 .97 09/01/2013 531611 Aadhaar Ventures ADILA TRADERS PRIVATE LIMITED S 2,155,739 .96 09/01/2013 531611 Aadhaar Ventures NASEEN TRADELINK PRIVATE LIMITED S 3,100,000 .97 09/01/2013 531611 Aadhaar Ventures GAJANAN ENTERPRISES S 3,636,825 .97 09/01/2013 531611 Aadhaar Ventures GAJANAN ENTERPRISES B 5,430,820 .96 09/01/2013 526347 ACCLAIM IND STYLECHECK GARMENTS PRIVATE LIMITED S 45,204 12.61 09/01/2013 526347 ACCLAIM IND STYLECHECK GARMENTS PRIVATE LIMITED B 42,965 12.52 09/01/2013 590088 ADINATH BIO ANUPAM BERA B 1,965,001 .56 09/01/2013 590088 ADINATH BIO PRANALI COMMODITIES PRIVATE LIMITED S 2,000,000 .56 09/01/2013 514332 Anuvin Inds MAHASUKLAL SHAH HUF S 75,000 15.53 09/01/2013 534564 Aseem Global ANILBHAI LAXMANBHAI CHAVDA S 60,968 49.86 09/01/2013 534564 Aseem Global ANILBHAI LAXMANBHAI CHAVDA B 60,968 49.78 09/01/2013 534564 Aseem Global VAISHNAV BHARAT KAPURDAS S 81,758 49.88 09/01/2013 534564 Aseem Global VAISHNAV BHARAT KAPURDAS B 81,759 49.83 09/01/2013 534564 Aseem Global PARESHBHAI KANTILAL PANCHAL S 73,355 49.87 09/01/2013 534564 Aseem Global PARESHBHAI KANTILAL PANCHAL B 73,355 49.82 09/01/2013 531192 Associated Fin VIKAS AGARWAL S 30,000 41.35 09/01/2013 531192 Associated Fin VIPUL AGARWAL S 30,000 41.35 09/01/2013 531192 Associated Fin NATURE INFOSOFT PRIVATE LIMITED B 50,000 41.61 09/01/2013 531192 Associated Fin PUMMY GARMENTS PRIVATE LIMITED B 50,000 41.61 09/01/2013 531192 Associated Fin ZAPTUNE SOFTWARE PRIVATE LIMITED B 35,000 41.72 09/01/2013 531192 Associated Fin DILIP CHAMPALAL MEHTA HUF S 48,000 41.35 09/01/2013 531192 Associated Fin BADAL MAHESHWARI S 59,352 42 09/01/2013 511710 Cubical Fin ANOOP JAIN S 100,000 71.25 09/01/2013 511710 Cubical Fin THE HINDUSTAN TIMES LIMITED B 70,000 71.46 09/01/2013 511710 Cubical Fin GOODLIFE IMPEX PVT. LTD. B 90,000 71.36 09/01/2013 532768 FIEM Inds CROSSEAS CAPITAL SERVICES PRIVATE LIMITED S 104,286 212.56 09/01/2013 532768 FIEM Inds CROSSEAS CAPITAL SERVICES PRIVATE LIMITED B 104,286 211.92 09/01/2013 532768 FIEM Inds BAKSHU SECURITIES AND BROKER PRIVATE LIMITED S 123,236 212.85 09/01/2013 532768 FIEM Inds BAKSHU SECURITIES AND BROKER PRIVATE LIMITED B 123,236 212.59 09/01/2013 531820 Finalysis Cred RUPAL HASMUKHLAL SHAH S 65,000 158.54 09/01/2013 514394 Gee El Woollens DINESH KUMAR AGRAWAL B 100,000 10.49 09/01/2013 514394 Gee El Woollens MEGHNA DEMLA S 24,600 10.5 09/01/2013 514394 Gee El Woollens HEMANT KUMAR DEMBLA HUF S 23,500 10.5 09/01/2013 514394 Gee El Woollens HEMANT KUMAR DEMBLA S 30,100 10.49 09/01/2013 531744 Gini Silk-$ GARNET INTERNATIONAL LIMITED S 200,000 31.5 09/01/2013 531744 Gini Silk-$ SHOBHA PAHARIA B 97,519 31.5 09/01/2013 531744 Gini Silk-$ AAWAGAMAN MERCANTILE PRIVATE LIMITED B 100,001 31.5 09/01/2013 590126 Gradiente Info S E INVESTMENTS LIMITED S 163,249 6.14 09/01/2013 590126 Gradiente Info SHYAM CHANDAK B 118,739 6.14 09/01/2013 590126 Gradiente Info DIAGONAL FASHIONS PRIVATE LIMITED S 175,546 6.72 09/01/2013 505712 Gujarat Auto PRAGYA EQUITIES PVT LTD S 2,000 1,025.71 09/01/2013 505712 Gujarat Auto PRAGYA EQUITIES PVT LTD B 2,000 1,118.9 09/01/2013 505712 Gujarat Auto PE MULTI COMMODITIES PRIVATE LIMITED S 1,951 1,119 09/01/2013 505712 Gujarat Auto PE MULTI COMMODITIES PRIVATE LIMITED B 1,951 1,026.05 09/01/2013 533676 Indo Thai Sec SANJAYKUMAR RAJIVBHAI PATEL S 381,294 16.11 09/01/2013 533676 Indo Thai Sec SANJAYKUMAR RAJIVBHAI PATEL B 352,282 16.33 09/01/2013 533676 Indo Thai Sec JAYNEEL SECURITIES PRIVATE LIMITED S 59,234 16.2 09/01/2013 533676 Indo Thai Sec JAYNEEL SECURITIES PRIVATE LIMITED B 53,734 16.2 09/01/2013 511638 Madhur Capital SHER KHAN S 55,500 13.63 09/01/2013 511144 Saya Housing NILESH KANUBHAI SHAH S 16,081 5.06 09/01/2013 519586 SMILAX AGADHANDI SAI KRISHNA B 64,050 20.43 09/01/2013 533305 SRS Real Infra RAJESH MANGLA S 1,407,000 52 09/01/2013 533305 SRS Real Infra SRS HOLDINGS INDIA LIMITED B 1,407,000 52 09/01/2013 531262 Surya Indl DARSHAN JITENDRABHAI KOTHARI S 27,800 86.24 09/01/2013 530867 Suryanagri Fin REGAL DEALMARK PRIVATE LIMITED B 20,000 15.58 09/01/2013 530867 Suryanagri Fin GOYAL ASSOCIATES LIMITED S 150,000 15.58 09/01/2013 530867 Suryanagri Fin TRISHUL VINTRADE PRIVATE LIMITED B 30,000 15.58 09/01/2013 530867 Suryanagri Fin SALASAR ADVISORY PRIVATE LIMITED B 24,900 15.58 09/01/2013 530867 Suryanagri Fin OVERALL VINIMAY PRIVATE LIMITED B 30,000 15.58 09/01/2013 530867 Suryanagri Fin GOLDMINE BARTER PRIVATE LIMITED B 30,000 15.58 09/01/2013 530867 Suryanagri Fin DHANSAGAR VINTRADE PRIVATE LIMITED B 60,000 15.58 09/01/2013 530867 Suryanagri Fin APPEAR COMMODEAL PRIVATE LIMITED B 60,000 15.58 09/01/2013 530867 Suryanagri Fin CASTLE FINCON PRIVATE LIMITED S 20,000 15.58 09/01/2013 530867 Suryanagri Fin CITYGOLD MEDIA LIMITED S 50,000 15.58 09/01/2013 530867 Suryanagri Fin JUGANTAR MERCANTILES PRIVATE LIMITED S 33,000 15.58 09/01/2013 531115 Synergy Cosmetics SYED HABIBUR REHMAN S 84,069 .67 09/01/2013 590111 VAISHNAVI AGADHANDI SAI KRISHNA B 137,775 9.29 09/01/2013 590111 VAISHNAVI D KONDAIAH S 101,044 9.23

* B - Buy, S - Sell 
** = Weighted Average Trade Price / Trade Price