November 2013
In This Issue
• Market Outlook for the month
• Equity Market Outlook
• Derivatives & Commodities Market Outlook
• Large Cap and Mid Cap Investment Ideas
• Model Advisory Portfolios
• Recommended Funds
• Trading Platform
Key Highlights for the Month
US FED delays QE tapering
RBI hikes repo rate by 25 bps, reduces MSF rate by 25 bps.
Election dates for 5 states announced
Dear Investor,
Market performance:
Nifty moved up by 9% in October primarily due to better
than expected quarterly performance and strong FII flows.
25 Nifty companies that declared their results in October
delivered aggregate PAT growth of ~15% vs expectations
of ~12%. Amongst sectoral indices, Bank Nifty outper-
formed Nifty with 16% returns. CNX IT, on the other hand
underperformed Nifty with 8% returns, as IT stocks took a breather after major
companies declared results.
Economy and macro:
RBI in its credit policy announced 25 bps hike in repo rate and simultaneously reduced
MSF rate by 25 bps. RBI further emphasized the need to tame inflation, but was
comfort able with INR/USD. Increase in repo will have ramifications for entire financial
as interest rate sensitive sectors. Globally, US Fed said in its statement that timeline for
QE tapering will depend on US macro data - positive from perspective of emerging
markets.
Political scene:
The big political development in the month of October was announcement of election
schedule for state assembly elections in MP, Chhattisgarh, Rajasthan, Delhi and Mizoram,
with counting of votes scheduled for 8th December 2013. These 5 states have total
of 73 Lok Sabha seats. Market will await cues from assembly elections for results of
impending Lok Sabha elections which are just 6 months away. A clear mandate will
have a positive bearing on stock market performance.
Outlook:
Postponement in tapering of QE by US Fed will keep liquidity flowing at the current
rate for the time being, which will bring cheers to global and emerging markets. The
government has not moved much on increasing diesel prices to reduce subsidy burden.
On the positive side quarterly performance of Nifty companies has been better than
expectations. PSU Banks results have shown that rate of accretion of NPAs is slowing
down. Hike in interest rates will be negative for interest rate sensitive sectors like real
estate. Things are improving on Current Account Deficit, which combined with increase
in real rates will help rupee to not depreciate further. Valuations at an index level are
still at long term average. Therefore, improving macro and stable liquidity leaves room
for upside in indices.
Global Market
Index
Sensex
Nifty
FTSE 100
Dow
Nasdaq
Hang Sang
31-Oct-13
21,165
6,299
6,731
15,546
3,920
23,206
MoM (%)
9.2
9.8
4.2
2.7
4.0
1.5
YoY (%)
14.4
12.1
16.4
18.7
31.7
7.2
Economic Pulse
Key Indicators
IIP (April)
WPI (May)
10 Year Yield
USD/ INR
Crude ($)
Gold (10 gms)
Current Month
0.6%
6.45%
8.62%
61.83
108.84
31184
Change (%)
-76.92
5.74
-1.49
-1.31
0.53
3.31
Thought for the month
Rakesh Tarway
Vice President

On This Page
Equity Market Outlook
Markets & Our Recommendations
November 2013
Equity Market Outlook
Technical Outlook
Nifty for the month of October closed with a gain of 564 points (highest since past 21
months). The monthly candle of Nifty reported an all time high on a closing basis. Even
though in absolute terms on the monthly scale the index may have closed at an all time
high, the returns to investors remains negative after accounting for the opportunity
cost for past several years. Looking at the absolute levels of Nifty, it vindicated our
stance for an initial target of 6200-6250 and we continue to believe that the index has
potential to move higher.
There is a lack of any bearish pattern and unless there is a buying climax with momen-
tum, we expect the existing up-trend to remain intact. The weekly channel pattern of
Nifty forecasts a target of 6500 (upper band of channel) and daily chart provides a
trailing stop level for longs at 6020. Hence, the rally may continue unless the index ends
up with a buying climax.
The move in Nifty seems irrational if compared to the long term trend but the short
term trend remains up for the index. Hence, rather than capping the upside potential
(which may get extended), we recommend exercising a trailing stop strategy with
immediate level at 6020. Unless there is a development of a failure in the existing
up-trend, the momentum can be traded with a positive bias. The long term study sug-
gests that later the Nifty may fall back within the consolidation; hence only a portion of
the portfolio should be used for such tactical allocations.
The weekly channel pattern of Nifty forecasts a target of 6500
Trailing stop loss level at 6020.
Nifty WEEKLY
Trailing Stop
CNX AUTO
Auto Index has been quoting at an all time high post breaking out from a continuation
pattern
Long term trend remains bullish. The current chart structure exhibits a healthy
consolidation within the existing up-trend
The index has given a return of 25% in few months and another 10%-15% up-move
can be expected before the start of a temporary pullback
Support for the index is placed at 5000
Chart pattern indicates a target of 5500 /5600
CNX AUTO
Sectoral Highlights
Sector
Auto
Realty
IT
FMCG
#Technical view for 1 month perspective
Our Views
Positive
Positive
Neutral
Negative
Top Pick
M&M
DLF
Eclerx
ITC
Recommendation
#
Buy Above 920
Buy Above 166
Buy Below 1100
Sell at 320
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Derivatives Market Outlook, Commodities Market Outlook
Markets & Our Recommendations
November 2013
Derivatives Market Outlook
Derivatives Market Outlook
3
October expiry saw above average rollovers and meaningful increment in participation
with more long bias getting rolled than short. Nifty rollovers stood at 69%, 8% above 3M
average. The key notable here was participant wise open interest data with two takeaways:
A) Institutional longs have increased EoE, which augurs well for the market B) Client wise
participants have doubled short positions, which in case of a covering spree could accel-
erate momentum for ongoing uptrend.
3
Stock futures rollovers stand at 79% with a 2% lead over 3M average. Interestingly, with
MOSL's Recommendations
INDEX: NIFTY
Strategy
Follow-up
LOT SIZE: 50
:
Nifty Bull Call Spread
:
Trade with index stop loss of
6020
index around life high none of the sector OI is at its near their peak, indicating room for
further participation before it reaches over optimistic levels.
3
Key takeaways from sector-wise rollovers are:
Auto:
Fresh longs seen in the sector being
Pay off Profile On Expiry
Max
Profit
3650
Approx
Margin
20000
Max
Loss
1350
rolled but with lower aggression.
Infra:
Short covering continues in the sector.
Media:
Positive OI activity with Longs in SunTV.
Power:
Shorts covered last expiry got re-instated
at higher levels this expiry.
Realty:
Short covering in the sector with longs in DLF.
3
As far as the overall index is concerned, Option internals as of now do not indicate over
optimism. Outlook remains bullish; Option indicated broad range for Nifty remains at
5900-6500.
Strategy of the Month
Strategy : Nifty Bull Call Spread
Trade
View
:
Buy 6400 CE; Sell 6500 CE
:
The strategy moderately bullish bias with out of the money Bull spread with
target placed at the upper end of the trading band
Commodities Market Outlook
Base metals
Base metals have had a mixed ride over the last month, with some laggards pulling up amidst a sudden change in fundamentals, while core
metals continue to drag along with the trend.
3
Copper prices traded within a narrow range of $7,100-7,300 in October, whilst optimism over Chinese growth prospects adding some support
to prices, upward momentum was constrained by the political deadlock in the US last month. Adding pressure on prices is the oversupply of the
metal. Supporting prices is the LME and Shanghai inventory drawdown. We expect a rangebound trade and rallies to be opportunities to sell.
3
Aluminium has started to gain traction on anticipation of implementation of suggested changes in LME warehousing rules. If the new rule go
through, Aluminium availability through LME warehouses will see an improvement over waiting periods and unwinding of financing deals. The
demand supply mismatch continues with minor production cutbacks. Situation looks mixed with short term positive bias. However, medium
term picture continues to be bearish.
3
Nickel was the biggest gainer in October, as it had been trading below its cost of production and needed a trigger to rise. A potential ban on
nickel ore exports by Indonesia next year and production cutbacks helped build sentiment. We expect this development to keep the prices
buoyant although the INSG surplus forecast for 2014 and soaring LME inventories may act as dampeners.
3
Lead and Zinc traded firm in October, with lead gaining more as it has a high beta than Zinc. Inventories if zinc surprised with a sudden deposit
in LME warehouses, ascribed to a financing deal, whereas Lead inventories were seen fast depleting on both LME and Shanghai warehouses. We
remain bullish on Lead for the short term on increased Chinese demand while Zinc will face difficulty matching to the upside in Lead.
To sum it up, Copper & Lead were range bound backed by Chinese demand and declining inventories. Aluminium is getting firm support from
expected changes in the LME warehousing rules. Nickel has bounced on anticipated changes in Indonesian exports. On the whole Aluminium,
Lead and Nickel are short term buy bets.
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On This Page
Large Cap Investment Ideas, Mid Cap Investment Ideas
Must Act
November 2013
Large Cap Investment Ideas
3
Infosys is the second-largest IT services
Market
in India with revenue of ~USD7.9b (LTM)
company
& Our Recommendation
Infosys
CMP*:
Target:
Rs3310
Rs3,750
BUY
and employing over 160,000 people.
3
Change in management by bringing in Narayan Murthy will help revive sentiments
3
We expect Infosys to grow its USD revenues at a CAGR of 12.5% over FY13-15E, which is
closer to industry average as deal signings improve. Increasing growth, favourable currency
and cost efficiencies to drive EPS at a CAGR of 15.4% over FY13-FY15E.
3
We have a BUY rating with target of
Rs3,750
(17xFY15E EPS)
3
Hero MotoCorp is the leader in domestic motorcycle market with ~44% share, benefiting
Hero MotoCorp
CMP*:
Target:
Rs2078
Rs2425
BUY
from a strong dealership network and high penetration in the rural areas (~45% of sales)
3
Post split with Honda, Hero MotoCorp is targeting exports of >1m units by FY17.
3
Hero is likely to witness margin recovery of ~4% over next 3 years due to savings on
royalty and cost cutting initiatives, which will result in 27% EPS CAGR over FY14-16E.
3
The stock is likely available at ~4% dividend yield on possible dividend. Reasonable valu-
ations and attractive growth makes this one of the top picks.
3
We have a BUY rating with a price target of
Rs
2425
Mid Cap Investment Ideas
3
Berger Paints is the second largest player in Indian decorative paint segment, after Asian
Paints, with a market share of ~16-17%.
3
The paints industry is expected to grow from
Rs
28000 cr in FY13 to
Rs
50000 cr by FY16/
Berger Paints
CMP*:
Target:
Rs230
Rs280
BUY
FY17
3
Capacity addition at various locations (through internal accruals) and dealer network
expansion from current ~14,500 to aid growth
3
Investor returns to mirror profit growth of 20% CAGR over FY13-FY15E, BUY for one
year price target of
Rs
280.
3
Bajaj Corp has a dominant competitive positioning in the light hair oil market through
Almond Drops Hair Oil with market share gains since FY07 (share gain of ~23pp to
54%).
3
Rural market continues to outpace the urban markets with rural growth at + 10%. Bajaj
Bajaj Corp
CMP*:
Target:
Rs245
Rs300
BUY
Corp's urban-rural sales mix is 60-40.
3
Acquisition of “No Marks” will reduce single product discount in valuation.
3
We have a Buy rating with a target price of
Rs300
Data as on 31st Oct 2013
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On This Page
MOSt Value, MOSt Velocity, MOSt Mid-Cap
Build a Portfolio
November 2013
MOSt Value - Model Advisory Portfolio for Investors
Scrip
Wipro
Infosys
ICICI Bank
ITC
Tata Motors
Idea
LUPIN
L&T
Exide
Dabur
Tech Mahindra
HDFC
Bajaj Auto
Dr Reddy
Bharti Airtel
Hero MotoCorp
Cash
Total
MBP
482
3343
1132
338
385
174
897
983
126
180
1567
864
2151
2481
371
2099
Wtg.
7.5
7.5
7.5
7.5
5.0
5.0
5.0
5.0
5.0
5.0
5.0
5.0
5.0
5.0
5.0
5.0
10
100
Sectoral Allocation
For Whom
Long Term
Investors
Investment Duration
For few months
to a year
Risk Profile
Defensive
Investors
What’s In
ICICI Bank
Lupin
Bharti Airtel
What’s Out
HDFC Bank
Glenmark
MOSt Velocity 10 - Model Advisory Portfolio for Positional Traders
Scrip
Wipro
Dr Reddy
Bajaj Auto
Hero MotoCorp
ICICI Bank
HDFC
Cipla
M&M
ITC
HINDALCO
Zee Entertainment
Idea
LUPIN
Cash
Total
MBP
482
2475
2151
2099
1132
864
415
895
338.35
116
268
174
897
Wtg.
10.0
7.5
7.5
7.5
5.0
5.0
5.0
5.0
5.0
5.0
5.0
5.0
5.0
22.5
100
Sectoral Allocation
For Whom
Medium Term
Investors
horizon
Investment Duration
Few months
Risk Profile
Moderate
Investors
What’s In
M&M
ITC
HINDALCO
Zee Entertainment
Idea
Lupin
What’s Out
Infosys
Dabur
Tata Motors
HDFC Bank
Tech Mahindra
Glenmark
MOSt Mid Cap- Model Portfolio for Aggressive Investors
Scrip
Bajaj Finance
Gruh Finance
Engineers India
Bajaj Corp
Finolex cables
Unichem Labs
FDC
Supreme Industries
GMDC
Berger Paints
Total
MBP
1360
232
177
245
61
179
89
177
103
230
Wtg.
13.3
11.3
11.9
8.2
9.4
9.8
8.4
8.4
8.2
11.1
100.0
Sectoral Allocation
For Whom
Long Term
Investors
Investment Duration
For few months
to a year
Risk Profile
Aggressive
Investors
What’s In
Berger Paints
What’s Out
Eclerx
Data as on 31st Oct 2013
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On This Page
MOSt PMS, MOSt Mutual - Model Portfolio
Managed Funds
November 2013
MOSt PMS
Value Strategy
Top Holdings in Value Strategy
Scrips
HDFC Bank Ltd.
Nestle India Ltd.
Bosch Ltd.
Infosys Technologies Ltd.
HDFC Ltd.
The Strategy aims to benefit from the Long term compounding effect on investments done
in good businesses, run by great business managers for superior wealth creation.
Value Strategy has the investment style of buying Undervalued stock & Sell overvalued stocks,
irrespective of Index Movements.
Money multiplied by approx 10 times in just 10+ years.
Rs1
Cr invested in Value PMS in March 2003 is worth
Rs10.78
Crs vs.
Rs6.22
Crs in CNX Nifty
Since Inception Value Strategy has delivered 24.99% annualized returns vs. 18.57% of CNX
Nifty, delivering an annualized alpha of 6.42%.
% Holdings
13.22
11.61
10.78
9.58
8.85
Sector Allocation
Banking & Finance
Auto & Auto Ancillaries
Infotech
FMCG
Pharmaceuticals
% Holdings
29.50
24.63
14.54
11.61
9.07
Data as on 31st Oct 2013
All the above figures are of a model client. Returns shown above are calculated on NAV method "Returns shown above are post fees & expenses
MOSt PMS
NTDOP Strategy
Top Holdings in NTDOP Strategy
Scrips
% Holdings
15.70
10.42
8.53
7.72
6.96
Page Industries Ltd.
Eicher Motors Ltd.
GSK Consumer Healthcare Ltd.
Bosch Ltd.
J&k Bank
The strategy aims to deliver superior returns by investing in focused themes which are part
of the next Trillion Dollar GDP growth opportunity. It aims to predominantly invest in Small &
Mid Cap stocks with a focus on Identifying Emerging Stocks/Sectors.
The strategy aims to capitalize on the themes of Consumerism, Banking & Financial Services
& Infrastructure in the Indian Economy.
Since Inception NTDOP Strategy has delivered 9.63% annualized returns vs. -2.57% of CNX
Midcap, delivering an annualized alpha of 12.20%.
In last 1 Year, NTDOP Strategy has delivered 14.99% returns vs. -3.80% of CNX Midcap,
generating an alpha of 18.79%.
Sector Allocation
FMCG
Banking & Finance
Auto & Auto Ancillaries
Diversified
Engineering & Electricals
% Holdings
28.18
21.45
18.14
7.26
6.42
Data as on 31st Oct 2013
All the above figures are of a model client. Returns shown above are calculated on NAV method "Returns shown above are post fees & expenses
MOSt Mutual - Model Portfolio
AGGRESSIVE - High Risk
Scheme Name
SBI Magnum Equity Fund-Reg(G)
ICICI Pru Focused BlueChip Eq F-(G)
UTI Opportunities Fund(G)
Franklin India Prima Plus Fund(G)
ICICI Pru Dynamic Plan-Reg(G)
Birla SL MIP II-Wealth 25(G)
Axis Short Term Fund(G)
Total
G: Growth , E: Equity, D: Debt, F: Fund
Return %
Type
E
E
E
E
E
D
D
1yr
11.51
15.65
10.02
9.46
16.32
9.17
7.37
3yrs
2.79
5.28
6.05
3.58
5.45
6.84
8.82
Wtg%
20%
20%
10%
10%
10%
15%
15%
100%
DEFENSIVE - Low Risk
Scheme Name
Axis Short Term Fund(G)
Templeton India ST Income Plan(G)
Morgan Stanley Active Bond-Reg(G)
Birla SL MIP II-Wealth 25(G)
SBI Magnum Equity Fund-Reg(G)
ICICI Pru Focused BlueChip Eq F-(G)
Total
Type
D
D
D
D
E
E
Return %
1yr
7.37
9.43
9.88
9.17
11.51
15.65
-3.66
3yrs
8.82
9.21
7.61
6.84
2.79
5.28
5.96
Wtg%
15%
15%
20%
20%
10%
10%
10%
100%
Data as on 31st Oct 2013
SBI Emerging Businesses Fund-Reg(G) E
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Investment Solutions
Integrated Trading Platform
November 2013
Game Changer
The All-Powerful Integrated Trading Platform
Now playing on a screen near you
The all new Motilal Oswal Trading Platform now comes with advanced features to
provide you with Insight, Information, Research, Action and Review facility; all in
one place. Now trade seamlessly in Equity, Commodity*, Currency, IPO and
Mutual Funds across devices like Desktop, Mobile, Web and Phone; and no matter
where you are, always remain on top of the market.
Insight
• Customisable News & Analysis
• Live Market Commentary
• Market Watch
• Advanced Charting Tools
Action
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Research
• Buy sell strategy signals
• Integrated Research & Advice
• Idea Dashboard
• Detailed Research Reports
Review
• Portfolio Restructuring Service
• Comparative analysis of portfolio
• Recommended Model Portfolios
• Integrated view of MOSL and
Non-MOSL Portfolios
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Reg. Office: Palm Spring Centre, 2nd Floor, Palm Court Complex, New Link Road, Malad (West), Mumbai 400 064. Tel: 022 3080 1000. Registration Nos.: NSE (Cash) : INB231041238 ; NSE (F&O) : INF231041238
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