CNI Publications; Weekly Plattern

Weekly summary

Vol -1, No-I, 31 Oct, 2014, 09 pages

Editorial
We entered in the new year as per HINUD calendar
and this will leave the bitter test behind us. E T
reported entry of retail investors at top again which is
seen now. So long as retail buy FII owned stocks they
will be treated like this.
We therefore always suggest to buy a value stock
which is going cheap on current value where earning
growth is visible. Else try to catch IPR companies
where something unique is there for trigger.
We began the week with roll over concerns hence we
will have to tolerate some volatility. Though I believe
that market is short the situation can change in just
half an hour and trend will be decided only on the
positions of calls and puts in next 3 days. Our
operators are capable to manipulate anything and
everything as they have been given free hand on
cash settlement.
In such situation we will never suggest to add more
positions. If you are in F O you must roll over. If the
price is falling due to some reason you must add
more with conviction. Every stock which we have
been recommending will bounce back as our calls are
not based on technical but on fundamentals which
cannot be suppressed for a long.
Next 3 days we will suggest add value stocks as we
believe Nifty will cross 8300 in Nov and will try to test
8500.

Change of the week

31-Oct-14

Rise /Gain

Sensex

26567

1014

Nifty

8322

234

FII

DII

27-Oct-14

64.9

9.5

28-Oct-14

(71.1)

(99.6)

29-Oct-14

755.0

(507.2)

30-Oct-14

1450.3

(94.0)

31-Oct-14

1754.7

(276.4)

3953.8

(967.7)

FII

DII

Combined

31-Oct-14

44,616.9

17,544.7

62,162

31-Oct-14

Advances

Total

Turnover (` Cr)

HDFC Bank INDUS Ind bank will still remain in action

as rate cut is now in sight. Hon'ble F M has hinted on
rate cut which means Govt is now pro growth.

963

Declines
503

Ratio
1.91

ROLLS is always boring. Crompton now became

best buy as it has corrected only for rolls from 210 to
177. It will go back to 210 before it has to reach its
destination of 250.
Nifty is back above 8000. The situation for rolls
suggest range of 7900 and 8100. Big move will be
seen only after expiry.

Cni Research Limited

www.cniglobalbiz.com

Govt has removed restrictions from OIL and GAS and

allowed foreign players. This will improve the visibility
if ABAN as well as GLOBAL. The later is due for
results and since there is no addition of vessel PAT
has to be close to Q1 or slightly better than Q1. 2 new
additions will add handsome chunk to PAT but the
impact will come in FY 15 16.
We suggest add more and more stock as per your
convenience as we upgrade our Nifty target from
8500 to 9900 before June next year. We believe next
Budget will be super dooper and will be for full 12
months. Lot of reforms will be seen. The oil and gold
imports will crash. Fiscal deficit will be less. CAD will
improve and FII flow will rise. The target of NAMO is
1 trillion usd in next 5 years.

economy. See the revenue collection post NAMO

taking over......

5 Top Gainer
Stock

31-Oct-14

27-Oct-14

% Gain

KAILASH AUTO

28.05

19.70

42.3

NCC

59.6

44.6

33.4

SRF LIMITED

854.3

677.5

26.0

GVK POWER INF

11.7

10

17.2

UNITECH LTD

20.4

17.7

15.5

5 Top Losers
Stock

SUUTI will be the big trigger for NAMO GOVT as they

are reconciled to break the lobby and go ahead with
stake sell in SUUTI stocks to raise 10 bn usd in next
few months. Apart from ONGC and OIL
disinvestment which will give another 5 bn usd. Thus
the 58000 crs target will be crossed. Revenue targets
are upwards and hence seen no problem there.

31-Oct-14

27-Oct-14

JUBILANT

144.8

159.3

9.0

DEN NETWORK

165.3

180.9

8.6

RAYMOND

464.1

507.1

8.4

JUST DIAL

1495.7

1621.9

7.7

448

480.4

6.7

BIOCON LTD

% Loss

The loss of Brazil will be huge plus for India as the

money withdrawn from BRAZIL will come in INDIA.
Top 5 Picks By CNI 'A' Group
We expect all B gr stocks to double in next 12 months

Company

No one in the world is perfect. When Dow fell 5%

even one said 10% more correction is in offing. Every
one sold here in fear. CNI was very sure that this will
not last and see Dow is back to 17000 plus. So also
Nifty from 7750 to close to 8100.

RIL
SBI
BAJAJ AUTO
TATA STEEL

Same thing is true with OIL. When global research

guys told you that OIL will fall to 60 USD we felt that it
is bottomed. Now OIL is heading back to 90 95 very
fast.
This what is important for you to rely on fair research
guy who gives you clear and fair view instead of
motivated and vested view.

RCOM

Top 5 Picks By CNI 'B' Group

Company

We have seen whenever a Firung has given direction

on market oil nifty dow the reverse has happened
most of time because they vitiate you guys and self
become buyers. It's like bigger fish eating small fish
and other creatures like you getting crushed.
My view Nifty 8300 and 8500 is very much sure. No
one can change it. I bet on NAMO RBI and our

Cni Research Limited

www.cniglobalbiz.com

BALASORE ALLOYS
KINETIC ENG
GLOBAL OFF
INTEGRA ENG
IMFA

April-Sep'14
Direct Tax collection up by 15%
Corporate Tax collection up by 15.31%
Personal Income tax including STT & Wealth Tax up by 14.37%
STT collection Rs 3223 cr up by 45.83%
Collections by
Customs 89000 cr
Excise 75000 cr
Service Tax 77000 cr
Balance sheet will be rosy in the next budget.
Plus disinvestment is on target. 59000 crs will be raised easily. What more you want. We can expect next
BUDGET a BIG BANG which will kick the economy further. Plus I feel we will see 50 bsp rate cut on 2nd Dec
2014. This is simply because to kick start a bigger cut followed by another 2 25 bsp rate cuts required which
will take Nifty past 9000.
Many traders were confused on the S C direction on black money. They felt market will collapse. Believe me
even if some names comes out which are from market only those stocks will get affected. In general this is
very positive move and FII welcome this. Simply this is happening which did not happen in last 50 years. FII
love transparency and they will rate India one notch up on Governance. This is in addition to some big check in
to exchequers by way of taxes and penalties from I T department.
In all I believe India is heading for smooth transmission. The best time of INDIA is yet to come. We have 160 cr
people to buy anything and everything leaving no choice to all MNC to enter INDIA. So also FII.
Satyamev Jayate.....
All proved wrong in DOW as well as Nifty call except CNI team hence I must pat them.
We had shown full faith in Century Tisco and RIL and all these stocks are doing well.
Expiry wherever happens I am sure now in the shortened week where retail will shy to build positions FII will
screw short sellers by taking Nifty to new high. I see 8300 next week. Once we see new high short covering
will take us past 8500.
Wait and remain long. Frontline hits upper cct with huge volumes after co announced board meeting for
considering preferential issue which may be in my opinion to raise funds to acquire international lingeries
brands. This is a big business and one should bet on this. Only 3 or 4 companies in India and they trade at PE
multiple of 50 to 120 hence this stock could be jackpot. When everything there you cannot expect to enter at
18 so risk has to be taken.
Market today touched all time highs. Cheers for the street. Now wait for 8888 on the nifty.
We will see strong retail participation in market from Monday. Since Index is becoming costly, small and
midcap stock has comparatively become cheaper. So rally expected in the same.
Ril is heading for 1200 in December 2014.

Cni Research Limited

www.cniglobalbiz.com

Next Weeks Events

GLOBAL STORY

Monday, 27-OCT-2014
Pending home sales index
Dallas fed mfg survey
Tuesday,28-OCT-2014
Durable goods order
Consumer confidence
Wednesday,29-Oct-2014
EIA Petroleum Status report
FOMC Meeting announcement

Anyways what after 8500...?

Is the life ending here. No. Nifty will move 8888
which was told to you 2 months back. After 8888
we may see some correction till 8300 8350 but a
reversal from that point will take us back to 9292
before March 2015. This rally will be much faster
than all previous rallies.

Thursday,30-Oct-2014
Jobless claim
GDP
Friday, 31-Oct-2014
Personal income and outlays
Employment cost index

Cni Research Limited

Needless to pat the success rate of CNI against all

odds. There were some foreign brokerage houses
saying that Nifty will correct till 7400 and Dow will
correct by 10% whereas CNI maintained all along
that Nifty will cross 8500 and Dow will bounce back
sharply. We were negative in Gold from 30000
levels and still not prepared to see going long state.
We will see sub 24000 levels. OIL many predicted
will test 75 , 70 we believe it will bounce to 95. We
still hold our long term (3 years) target of OIL at 170
USD hence you need to understand that this is
again a correction and not bear phase. The fall in
demand is temporary. The difference between
crude and Brent has come down to 4 USD as
against a peak difference of 24 USD. This is not
because of lower demand but break in speculation.

The reasons for the rally are...

Japanese Stimulus

Recovery in Indian economy

Rate cut to spur growth and credit off take

Full fledged reforms

Budget expectations

Weakness of Brazil

Expected flow of over 50 BN USD in next 12

months

Capital market reforms

SUUTI restructuring

Disinvestment of PSU

Sharp recovery on global markets

Excess liquidity chasing lower supply of quality

papers

www.cniglobalbiz.com

Where money lies...

The entry of big long only funds will definitely try and enter Sensex and Nifty stocks which have already run up
over 100% from pre election levels to current levels. Many operators, hedge funds, and existing FII (having
known Indian terrains well) will churn their holding to new incoming long only FII all Sensex and Nifty based
stocks. Eg the steep fall in yen is good for MARUTI. This will trigger major buying in MARUTI from long only
funds. Increase in FII limit comes handy here. Our local players will take this opportunity and exit maruti as
they had been buying since Rs 1100. This is the first level where CNI generate buy call in MARUTI. Many
innocent investors too may buy share seeing YEN issue and entry of big names. But in our opinion you should
try to stay away from these stocks now.
The money which gets released will be used for second round B gr shares like KINETIC Engg and other Auto
ancillary where they will multiply money in no of times. So smart investors should also do the same thing. Enter
stocks which are undervalued belong to strong promoters and enter with conviction and you will see huge
returns. e g we had recommended CCL at 40 now it Rs 126 and whole world is buying madly. Same thing is
true with CERA, Wimplast, Gayatri, Walchandnagar, Vatech, Ceat, VST Tillers, CESC, Global Offshore, Amar
Raja Batteries, Exide, UPL, Eveready etc.
This clearly suggests the run on B grade will start now. We will not speak about stocks but suggest you to
concentrate on B grade stocks now which will give at least 500% returns in next 12 to 24 months. After Nifty
crossed 8265 earlier high the doubt about Bull Run is getting clear at least in some circles. Nifty may take time
to cross 10000 after it crosses 9000 but the rally will give huge advantage to B gr.
CNI being a major research player without any broking bias will delivery many more research ideas and hence
suggest members to become active and remained logged to CNI website.

Cni Research Limited

www.cniglobalbiz.com

Global Indices
Country

Indices

Date

Index

Net Change

Change

Hong Kong

Hang Seng

31/10

23,998.06

+296.02

+1.25

Singapore

Straits Times

31/10

3,274.25

+39.94

+1.23

South Korea

Seoul Composite

31/10

4,630.74

+64.60

+1.41

United States

NASDAQ

31/10

17,390.52

+195.10

+1.13

United States

DJIA

31/10

2,018.05

+23.40

+1.17

United States

S&P 500

31/10

16,413.76

+755.56

+4.83

Japan

Nikkei 225

31/10

6,546.47

+82.92

+1.28

United Kingdom

FTSE 100

31/10

1,855.15

+12.37

+0.67

Malaysia

KLSE Composite

31/10

5,089.55

+30.70

+0.61

Indonesia

Jakarta Composite

31/10

1,584.16

+18.81

+1.20

Thailand

SET

31/10

4,233.09

+91.85

+2.22

France

CAC 40

31/10

9,326.87

+212.03

+2.33

Germany

DAX

31/10

11,019.43

+479.99

+4.55

Argentina

MerVal

31/10

54,628.60

+2,291.77

+4.38

Brazil

Bovespa

31/10

45,027.52

+428.25

+0.96

Mexico

IPC

31/10

2,214.70

+22.41

+1.02

Austria

ATX

31/10

3,157.15

+36.44

+1.17

Belgium

BEL-20

31/10

411.32

+7.61

+1.89

Netherlands

AEX General

31/10

1,062.15

+22.43

+2.16

Spain

Madrid General

31/10

8,837.78

+118.75

+1.36

Switzerland

Swiss Market

31/10

5,505.02

+47.94

+0.88

Australia

All Ordinaries

31/10

2,420.18

+29.10

+1.22

China

Shanghai Composite

31/10

7,215.73

+44.74

+0.62

Philippines

PSE Composite

31/10

7,326.81

+32.40

+0.44

Sri Lanka

All Share

31/10

8,974.76

+86.69

+0.98

Taiwan

Taiwan Weighted

31/10

1,276.87

-8.00

-0.62

East Egypt

CMA

31/10

1,964.43

+5.50

+0.28

Cni Research Limited

www.cniglobalbiz.com

Bulk deal
Company Name

Date

BSE Code

ACTIONFI

31-Oct-14

511706

Kedia Consultants Pv

ACTIONFI

31-Oct-14

511706

JAYESHA VIKAS PATWA

90724

7.3

ASAHINFRA

31-Oct-14

512535

KIRAN SHAMJI SINDHAL

474805

1.51

ASYAINFO

31-Oct-14

511144

NEEPASHARVILPATHAK

18000

21

ASYAINFO

31-Oct-14

511144

MUKESHBHAI PRAGAJIBH

18000

21

ATISHAY

31-Oct-14

538713

MEENAKSHI LODHA

64000

22.5

ATISHAY

31-Oct-14

538713

HEM CHAND JAIN

104000

22.5

BERLDRG

31-Oct-14

524606

SAURABH RASIKLAL GAN

31672

30.82

CATECH

31-Oct-14

531682

SHREE GANESH TRADERS

453245

5.89

CURATECH

31-Oct-14

532332

SANTOSH INDUSTRIES L

111950

14.71

Sharon Bio-Medi Ltd

31-Oct-14

SHARONBIO

SHREE SUPRINIT TRADI

868876

65.19

Texmo Pipe & Products Lt

31-Oct-14

TEXMOPIPES

GANDHI RITABEN NAREN

161484

17.53

Texmo Pipe & Products Lt

31-Oct-14

TEXMOPIPES

GANDHI RITABEN NAREN

161484

17.58

VKS Projects Limited

31-Oct-14

VKSPL

GREEN VENTURE SECURI

699945

0.25

VKS Projects Limited

31-Oct-14

VKSPL

GREEN VENTURE SECURI

15265071

0.25

Astec LifeSciences Ltd

30-Oct-14

ASTEC

CROSSEAS CAPITAL SER

195646

100.75

Astec LifeSciences Ltd

30-Oct-14

ASTEC

GAJANAN ENTERPRISES

160519

102.61

Astec LifeSciences Ltd

30-Oct-14

ASTEC

GKN SECURITIES

120367

101.41

Insecticides (India) Lim

30-Oct-14

INSECTICID

N.K. SECURITIES

91080

857.76

Insecticides (India) Lim

30-Oct-14

INSECTICID

N.K. SECURITIES

91080

858.31

Intrasoft Tech. Ltd

30-Oct-14

ISFT

SSL CONSOLIDATED LTD

117

53

Intrasoft Tech. Ltd

30-Oct-14

ISFT

SSL CONSOLIDATED LTD

223392

52.25

Himatsingka Seide Ltd

29-Oct-14

HIMATSEIDE

AMANSA HOLDING PRIVA

6138495

93.83

Prithvi Information S

29-Oct-14

PRITHVI

SURARCHITA TRADERS P

100000

4.5

Prithvi Information S

29-Oct-14

PRITHVI

PRADIP KUMAR SHAH

100170

4.5

Vikas GlobalOne Ltd

29-Oct-14

VIKASGLOB

ASHROJ CREDIT INDIA

647552

17.58

Vikas GlobalOne Ltd

29-Oct-14

VIKASGLOB

ASHROJ CREDIT INDIA

27328

16.61

Vikas GlobalOne Ltd

29-Oct-14

VIKASGLOB

ISHWAR CHAND MITTAL

852043

17.44

VKS Projects Limited

29-Oct-14

VKSPL

GREEN VENTURE SECURI

12886977

0.3

Momai Apparels Ltd.

28-Oct-14

MOMAI

PRERNA BHUPENDRA JUT

110400

89.75

Momai Apparels Ltd.

28-Oct-14

MOMAI

VIJAY AASUMAL KESHW

94400

87.08

Panasonic Appl.Ind Co L

28-Oct-14

PANASONIC

CHETNA JAIN

205000

244.7

Panasonic Appl.Ind Co L

28-Oct-14

PANASONIC

MARUTI TRADERS AND I

300000

244.7

Cni Research Limited

Client Name

www.cniglobalbiz.com

Deal Type

Quantity

Price (Rs)

90724

7.3

Call put option

Option Month -

PUT

Strike Price

Volume

November - 7600.00

1899825

Best
Buy
5.85

Best
Sell
6.1

CALL

LTP

OI

6.1

1322050

Change
OI(%)
-11.83

Volume
199625

Best
Buy
750.7

Best
Sell
753.95

LTP

OI

754

Change
OI(%)
-31.44

272600

November - 7650.00

17425

7.2

7.25

106500

-2.38

412

887.7

500

November - 7700.00

3086650

7.9

8.15

2240450

0.12

200025

653.5

657.15

655

213275

-31.51

November - 7750.00

15675

9.5

9.05

8075

-16.32

431

783.55

November - 7800.00

4677200

10.7

10.9

10.7

2273925

15.2

338475

558.2

560.1

558.2

419350

-23.71

November - 7850.00

63200

12.85

13.5

13.4

77350

6.76

500.25

537.2

325

450

November - 7900.00

7072500

15

15.2

15.2

2509300

6.57

278400

464

465.15

465.55

758775

-11.41

November - 7950.00

227250

18.1

19

18.95

117025

37.35

700

409.15

419.95

406.3

1250

-7.41

November - 8000.00

12609575

22.5

22.9

22.9

5445925

35.39

1248375

370

371.3

373

1672225

2.16

November - 8050.00

489850

28

29.9

29.9

182300

61.26

17325

322.4

333

322

19500

-14.1

November - 8100.00

11968250

34.5

34.7

34.7

3116150

45.49

2097075

284.5

285.6

285.2

1356075

-14.8

November - 8150.00

672525

42.95

44

43

218900

113.67

160000

241.85

246

246.95

43675

-40.7

November - 8200.00

14668775

54.05

54.8

54.8

3261625

81.04

7184875

202.95

206.2

202.4

2145500

-13.25

November - 8250.00

823275

68.15

68.95

68.5

359125

42150

615300

169

170

170

64250

-9.51

November - 8300.00

9268575

84

84.3

84

2068050

191.01

1.7E+07

137

139

138.05

3278275

32.5

November - 8350.00

81825

103.1

106.85

106.65

55200

110300

1123125

108

109.45

109.1

221050

178.58

November - 8400.00

1278000

126.2

126.65

126.1

632350

336.71

1.9E+07

82.05

82.9

81.8

3353225

71.94

November - 8450.00

50

145.1

206.95

162.8

50

829525

58

62.35

63.35

183425

173.77

November - 8500.00

940875

183.65

186

183

944850

81.93

1.6E+07

44.25

44.85

44.05

3400150

90.09

November - 8550.00

167.5

535.75

350

50

96625

31.2

32

31.25

35050

November - 8600.00

127725

259.55

264.05

259.4

72950

91.97

9181100

21.75

22

21.75

2332000

169.78

November - 8650.00

231.3

599

34800

14

15.5

15.5

11200

November - 8700.00

20725

346.05

359.5

345.05

19725

1778.6

3392175

9.5

9.65

9.65

898700

273.45

November - 8750.00

326.15

703.8

1500

7.4

7.4

1125

November - 8800.00

100

401

477.2

411.7

300

1607700

4.5

4.55

4.5

478500

214.39

November - 8850.00

425.05

803.8

918.45

15550

1.2

November - 8900.00

501

575.35

774.9

150

428300

2.4

2.55

2.4

120575

806.58

November - 8950.00

520.95

907.5

1014.55

1000

1.1

November - 9000.00

64825

633.6

637.25

635

444225

7.55

304025

1.2

1.45

1.45

222100

67.31

Cni Research Limited

www.cniglobalbiz.com

DISCLAIMER STATEMENT
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the merits and risks involved), and should consult its own advisors to determine the merits and risks of such an investment.
The investment discussed or views expressed may not be suitable for all investors.
The Disclosures of Interest Statement incorporated in this document is provided solely to enhance the transparency and
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