Weekly Call Research Dharmesh ShahPabitro Mukherjee Vinayak Parmar Deal Team ID: 306739
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Weekly Call ResearchAnalysts Research Dharmesh ShahPabitro Mukherjee Vinayak Parmar Deal Team At Your Service Weekly Calls Kesoram Industries (KESIND) CodeKESINDCMP| 81.55 ears holdin g 70-mark , and Comment ppg, breaking the Red falling channel.ActionBuy in the range of 77-79Reco. Date6th Jul2015 Stop-loss| 72Targets| 90 / higher 2 Source:ASA,ICICIdirect.comResearch Market Activity GlblMkts DomesticSectoralIndicesPerformance Gl o b a l M Domestic Performance 6,585.8 Germany UK 2,076.8-2.5%-1.2%US Japan 26,064.120,539.8-0.8%Hong Kong-2.2% Brazil 52,519.411,058.4 INDICESCurrent1Wk1M3MSensex28092.791.00.6-1.1Nifty8484.91.20.9-1.6Auto18970.450.61.8-2.2Banking21505.162.11.7-0.1 Capitalgoods 1789297 Global Currencies, Commodities & Bond Yields Germany -3.8% Brazil France-5.0%4,808.2-2.8%China -12.1%3,686.9 Capital goods 17892 . 1 . 9 1 . 6 2 . 0 Cons durables10856.381.50.73.5FMCG7819.362.7-0.10.0Healthcare16664.651.50.20.0IT10589.68-1.21.10.0Metal9239.77-0.70.5-1.7Oil & gas10006.11.11.87.2 6344 9629 Power2058.921.11.7-3.8Realty1423.81-1.11.3-15.4BSE 50011069.141.42.5-1.3BSE midcap108701.71.80.0BSE small cap11303.581.62.00.0*BSEhasreplacedHeathcare,FMCG,IT,MidcapandSmallcapIndiceswithnewones.Dueto lackofhistoricaldata3monthspercentagechangeisnotavaliablefortheseindices Japanese Yen122.64Swiss Franc0.94-0.4%0.5%Euro1.10British Pound1.560.3%-0.9%Rupee (|) 63 . Dollar Index 96 . 0.3%0.1% Nifty Gainers / Losers for the week (%) lack historical data 3 months percentage change not avaliable for these indices 6.85.45.25.1-2.5-3.6-5.5-9.6-3.604.40 Change 2.29 25b India 10 yearUS 10 Year7.80 21b Copper (tonne)5,744.00-1.1%0.0%Brent Crude/barrel59.81Gold/ounce1,168.92Silver (ounce)15.7-4.3%-1.5% -11.60AMBUJACEMBOSCHLTDIDEAULTRACEMCOVEDLGAILHINDALCOTECHM 0.462.3 bps 2 . 5 b ps EURO 10 YearJPY 10 Year 2 . 1 b ps 0.79-13.2 bps 4 Source:Bloomberg,ICICIdirect.comResearch At Your Service Previous Weeks Performance DateScripProductStrate yRPTar etSLGain/Loss %Comment NiftyStocksPivotpointsfortheWeek( July06 July10 2015) g g 22-JunPraj IndustriesCashBuy87.0098.0080.0013.00Target price achieved22-JunNetwork 18CashBuy55.0063.0049.0013.00Target almost achieved22-JunCanFin HomeCashBuy715.00800.00675.005.00Booked profit at 750 Nifty Pivot Week ( COMPANYCMPPIVOTS1S2R1R2NIFTY8484.908392.778287.788090.678589.888694.87SENSEX28092.7927812.4727489.5126886.2328415.7528738.71ACC1480.401447.651408.301336.201519.751559.10 AMBUJACEM 24235 23520 22740 21245 25015 25795 AMBUJACEM 235 . 227 . 212 . . . ASIANPAINT772.70759.53740.67708.63791.57810.43AXISBANK585.95573.48558.47530.98600.97615.98BAJAJ-AUTO2588.002559.152509.302430.602637.852687.70BANKBARODA150.80146.75141.20131.60156.35161.90BHARTIARTL435.10426.42414.68394.27446.83458.57 BHEL 25910 25477 24713 23517 26673 27437 BHEL 254 . 247 . 235 . . . BOSCHLTD22988.3022496.1221492.2319996.1723992.1824996.07BPCL902.85890.22865.63828.42927.43952.02CAIRN183.20182.62177.73172.27188.08192.97CIPLA631.55623.53608.12584.68646.97662.38COALINDIA417.50415.40401.50385.50431.40445.30 DRREDDY 358775 354128 347447 336118 365457 372138 DRREDDY 3587 3541 . 3474 . 3361 . 3654 . . GAIL385.25389.87378.53371.82396.58407.92GRASIM3506.753452.223355.533204.323603.433700.12HCLTECH964.90948.30927.60890.30985.601006.30HDFC1316.051299.681276.371236.681339.371362.68HDFCBANK1074.251060.581044.171014.081090.671107.08 6 6 Source:NSEIndia,ICICIdirect.comResearch At Your Service Forthcoming Economic Events Calendar Date Event Date Event 6-JulMarkit US Composite PMI6-JulMarkit US Services PMI6-JulISM Non-Manf. Composite6-JulLabor Market Conditions Index Change 7 - Jul TradeBalance 7Jul Trade Balance 7-JulJOLTS Job Openings8-JulMBA Mortgage Applications8-JulU.S. Fed Releases Minutes from June 16-17 FOMC Meeting9-JulInitial Jobless Claims/Continuing claims9-JulBloomberg Consumer Comfort10-JulWholesale Inventories MoM 10-JulWholesale Trade Sales MoMIndia9-JulLocal Car Sales10-JulIndustrial Production YoY10-JulExports/Imports YoYChina 9-JulCPI/PPI YoY10-JulNew Yuan Loans CNY10-JulMoney Supply M2/M1/M0 YoY10-JulForeign Reserves6-JulNew Car Registrations YoY 7-JulIndustrial Production MoM/YoY7-JulManufacturing Production MoM/YoY8-JulBRC Shop Price Index YoY9-JulBOE Asset Purchase Target9-JulBank of England Bank Rate 88 Source:Bloomberg,ICICIdirect.comResearch At Your Service Recommended Product wise Trading Portfolio allocation 10 PankajPandeyHeadResearchpanka ICICIdirect.comResearchDesk,ICICISecuritiesLimited,1stFloor,AkrutiTradeCentre,RoadNo7,MIDC Mumbai400093 ICICI Securities accepts no liabilities whatsoever for any loss or damage of any kind arising out of the use of this report. Past performance is not ilidtftfItdidtRikDilDttdtdthik i tdbf necessar y a gu id e t ure per f ormance. ors are a d v i t o see Ri s k t o un d ers e r i s k s assoc i a t e d b e f investing in the securities markets. Actual results may differ materially from those set forth in projections. Forward-looking statements are not predictions and may be subject to change without notice.ICICI Securities or its associates might have managed or co-managed public offering of securities for the subject company or might have been mandated by the subject company for any other assignment in the past twelve months. ICICI Securities or its associates might have received any compensation from the companies mentioned in the report during thepe twelvemonthsfromthedateofthisreportforservicesinrespectofmanagingorco - managingpublicofferings,corporatefinanc e,investment from for managing offerings, corporate banking or merchant banking, brokerage services or other advisory service in a merger or specific transaction. ICICI Securities or its associates might have received any compensation for products or services other than investment banking banking or brokerage services from the companies mentioned in the report in the past twelve months.ICICI Securities encourages independence in research report preparation and strives to minimize conflict in preparation of research report. ICICI Securities or its analysts did not receive any compensation or other benefits from the companies mentioned in the report or third party in connection with preparation of the research report. Accordingly, neither ICICI Securities nor Research Analysts have any material conflict of ihifbliifhi i nterest at t h e t i me o f pu bli cat on o f t It is confirmed that Dharmesh Shah, Nitin Kunte, Dipesh Dagha, Pabitro Mukherjee, Vinayak Parmar Research Analysts of this report have not received any compensation from the companies mentioned in the report in the preceding twelve months. Compensation of our Research Analysts is not based on any specific merchant banking, investment banking or brokerage service transactions. ICICI Securities or its subsidiaries collectively or Research Analysts do not own 1% or more of the equity securities of the Company mentioned in the report as of the last day of the month preceding the publication of the research report. SinceassociatesofICICISecuritiesareengagedinvariousfinancialservicebusinessestheymighthavefinancialinterests or beneficialownership Since associates engaged ownership in various companies including the subject company/companies mentioned in this report