Weekly Call Research Dharmesh ShahPabitro Mukherjee Vinayak Parmar ID: 215482
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Weekly Call ResearchAnalysts Research Dharmesh ShahPabitro Mukherjee Vinayak Parmar At Your Service Weekly Calls KitexGarments (KITGAR) CodeKITGARCMP| 814.95 Atttihihlt Comment Att rac ng hi h er vo l umes a t newer highs.ActionBuy in the range of 800-815Reco. Date4th May2015 Sl |0 S top- oss 75 0 Targets| 915 / higher 2 Source:ASA,ICICIdirect.comResearch At Your Service Weekly Calls Bank of India (BANIND)BANINDCMP| 216.60 TtildfthRd Comment ng ower en d o d falling channel.ActionBuy in the range of 212-214Reco. Date4th May2015 Sl |202 S top- oss 202 Targets| 235 / higher 3 Source:ASA,ICICIdirect.comResearch At Your Service Weekly Calls Persistent Systems (PERSYS)CodeASHBUICMP| 183.75 Hldtfi Comment op o f prev i ous consolidation.ActionBuy in the range of 178-181Reco. Date6th Apr2015 Stl |17475 St op- oss . Targets| 198 / higher 4 Source:ASA,ICICIdirect.comResearch Market Activity GlblMkts DomesticSectoralIndicesPerformance Gl o b a l M Domestic Performance INDICESCurrent1Wk1M3MSensex27011.31-3.5-2.6-8.3Nifty8181.5-3.5-3.0-8.0Auto18334.5-4.5-3.8-8.4Banking21030.88-2.00.6-10.5 Capitalgoods 16519 4.2 - 4.1 - 3.7 China 2,108.34,441.71.1%US -0.1%56,229.4 Japan Brazil 28,133.0-0.6%0.3%Hong Kong UK 6,986.019,531.6 Global Currencies, Commodities & Bond Yields Capital goods 16519 4.2 4.1 3.7 Cons durables10377.63-1.7-0.3-4.3FMCG7607.39-3.3-7.30.0Healthcare16186.51-4.9-9.60.0IT10410.98-5.8-7.90.0Metal9800.97-1.35.2-3.1Oil & gas9203.45-4.3-1.5-10.2 Japan -2.4% France-3.0%5,046.5-1.2%Germany -3.0%11,454.4 6342 9523 Power2095.16-4.1-1.7-5.1Realty1573.06-7.7-6.9-12.6BSE 50010696.83-3.8-0.9-6.4BSE midcap10416.29-3.10.00.0BSE small cap10944.03-5.30.00.0 Japanese Yen120.15Swiss Franc0.931.0%-2.1%Euro1.12British Pound1.523.1%-0.1%Rupee (|) 63 . Dollar Index 95 . 0.2%-1.7% Nifty Gainers / Losers for the week (%) 1.4%2.8%Copper (tonne)6,411.500.1%6.3%Brent Crude/barrel66.24Gold/ounce1,183.02Silver (ounce)16.3 India 10 yearUS 10 Year7.867.2 bps 2.1120.7 bps 7.75.85.22.9-6.2-6.4-7.0-9.1-4.004.0012.00% Change EURO 10 YearJPY 10 Year0.3721.6 bps 0.367.5 bps -12.00AXISBANKTECHMMARUTIWIPROITCACCHDFCINFY Source:Bloomberg,ICICIdirect.comResearch At Your Service Previous Weeks Performance DateScri ProductStrate RPTar etSLGain Loss %Comment NiftyStocksPivotpointsfortheWeek(May4 82015) p gy g / 27-AprBharat ForgeCashBuy1216.001330.001158.000.75Closed at 122527-AprColgate CashBuy2055.001960.002180.00-No Trade Nifty Pivot Week 4 8 COMPANYCMPPIVOTS1S2R1R2NIFTY8181.508220.238106.028030.538295.728409.93SENSEX27011.3127667.8226241.0325470.7528438.1029864.89ACC1433.701469.581392.221350.731511.071588.43 AMBUJACEM232.40232.65223.80215.20241.25250.10ASIANPAINT762.45755.82736.63710.82781.63800.82AXISBANK567.80556.43530.47493.13593.77619.73BAJAJ-AUTO1948.651957.031904.121859.582001.572054.48BANKBARODA169.00170.40166.00163.00173.40177.80BHARTIARTL381.10387.47365.43349.77403.13425.17 BHEL BHEL 238.05235.32227.43216.82245.93253.82BPCL764.75756.10729.05693.35791.80818.85CAIRN213.45213.52207.03200.62219.93226.42CIPLA636.00632.38622.37608.73646.02656.03COALINDIA362.75367.32354.63346.52375.43388.12DRREDDY3310.253367.203219.553128.853457.903605.55 GAIL 36030 36135 35230 34430 36935 37840 GAIL . . 344 . 369 . 378 . GRASIM3589.303604.783519.573449.833674.523759.73HCLTECH880.55880.28854.62828.68906.22931.88HDFC1170.001195.031135.071100.131229.971289.93HDFCBANK988.80993.45974.40960.001007.851026.90HEROMOTOCO2328.902338.172286.332243.772380.732432.57 8 8 Source:NSEIndia,ICICIdirect.comResearch At Your Service Forthcoming Economic Events Calendar DateEven 4-MayISM New York4-MayFactory Orders5-MayMarkit US Composite PMI5-MayMarkit US Services PMI6-MayMBA Mortgage Applications 6-MayADP Employment Change7-MayChallenger Job Cuts YoY7-MayInitial Jobless Claims8-MayChange in Nonfarm Payrolls8-MayUnemployment Rate8-MayAverage Hourly Earnings MoM/YoY India4-MayHSBC India Manufacturing PMI6-MayHSBC India Services PMI6-MayHSBC India Composite PMI8-MayExports/Imports YoYChina 4-MayHSBC China Manufacturing PMI6-MayHSBC China Composite PMI6-MayHSBC China Services PMI8-MayTrade Balance8-MayExports/Imports YoY Mkit/CIPSUKCttiPMI M kit/CIPS C PMI 6-MayMarkit/CIPS UK Services PMI6-MayMarkit/CIPS UK Composite PMI7-MayNew Car Registrations YoY8-MayVisible Trade Balance GBP/Mn 10 Source:Bloomberg,ICICIdirect.comResearch At Your Service Recommended Product wise Trading Portfolio allocation 12 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