1.
India Morning Note
a
Wedn
nesday, Octo
ober 03, 201
12
Dom
mestic Markets Snapshot
t V
Views on ma
arkets today
y
Nam of Index
me 28-Sep 1-Oct Change
• The Sensex on Mon
nday gained 61 points t close at
to
Sens
sex 18,762.74 18,823.91
1 0.33%
18,823.9 on robus buying in Infosys, Ta
91 st ata Motors
CNX Nifty 5,703.30 5,718.80 0.27%
BSE Mid-cap 6,607.29 6,665.85 0.89%
and ITC, amid a pos
sitive trend in European markets.
n
BSE IT 5,922.64 6,034.22 1.88% Infosys r
rose by 2.96%, after recording heav losses in
vy
BSE Banks 13,138.71 13,117.29
1 -0.16% the last few sessions TCS also ro 0.66%.
f s. ose
FII Ac
ctivity (`Cr) • Auto stocks also up a
after posting better-than
g n-expected
Septemb
ber sales fig Motors gained 2.65%,
gure. Tata M
Date
e Buy Sell Net TVS Mot
tors went u by 4.26% and Mar
up % ruti Suzuki
27-Se
ep 5,513 4,882 631 inched up 0.53%.
26-Se
ep 3,643 2,838 806
Total Sept
l 54,471 36,500 17971 • Among t
the 13 secto
oral indices, two sectors closed in
s
2012 YTD
2 489955 406709 83246 negative while rem
e, maining elev
ven sectors closed in
positive. Top Gainer BSE IT up by 1.88%, BSE TECk
rs: p
MF A
Activity (`Cr)
urged by 0.67%. Top
gained by 1.51%, BSE CG su
Date
e Buy Sell Net Losers: BSE Bankex down by 0.167% and BSE Oil &
B 0
27-Se
ep 630 810 -180 Gas down by 0.26%.
26-Se
ep 670 1,094 -424
• Market b
breadth was positive at ~1.64x as investors
s t s
Total Sept
l 9,836 12,802 -2967
bought large cap s
stocks. On provisional basis, FII
2012 YTD
2 90852 103930 -13078
bought equity of `2
2.07bn and domestic i
institutions
Global Markets sold equity of `4.74b in cash se
bn egment.
Index
x Latest Valu
ues Change (%)
C • Asian sto
ocks move h
higher led by consumer s
y stocks rose
DJIA 13,482.36 -0.24% sharply in Hong Kong Tokyo and Sydney ma
g, d arkets.
Nasd
daq 3,120
0.04 0.21%
• We expe a positiv opening f the India markets
ect ve for an
Nikke
ei 8,795.10 0.10%
today fol
llowing the r
robust Asian stocks.
Hang Seng
g 20,958
8.61 0.57%
* as of 8.25AM IST
f Economic a
and Corporate Developm
ments
Curre
ency Snapsh
hot
• A high-le
evel commit
ttee, headed by HDFC Chairman
Future contract RBI Deepak Parekh, will today subm its repor to Prime
mit rt
Latest Previous
expir on
re Reference
R
Quote Close Minister Manmohan Singh on funding of infr
rastructure
29/10/12 Rate
India Rupee per $
an 52.73 53.05 52.78 sector, the requirem
ment of whic has been estimated
ch
India Rupee per €
an 68.02 68.55 67.79 during the 12th Plan
at close to USD one trillion d
e
India Rupee per £
an 85.10 85.87 85.16 period.
India Rupee per ¥
an 67.62 68.27 67.86
• Food inf
flation is stu
ubbornly hig and is a barrier to
gh
* NSE Exchange ank of India deputy
economic growth, Reserve Ba
governor Subir Gokarn said here on Tuesday
r y.
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2.
TOP GAINERS
G
Buzzing Stocks
(BSE A-Group)
• Dhanlax
xmi Bank b
board gives in-principle nod to
e
Previous Current Change
Company Name raising Rs.200 cr by issuing shares
R y
Close(`) Price(`) (%)
Apoll Hosp
lo 728.1 765.4 5.12%
• RIL may put investments in oil & gas on h
y hold until
Tech Mahindra 971.8 1019.6 4.92%
Jaipra
akash Asso 82.2 86 4.62% the govt removes t
the cap on prices of na
p atural gas
India
abulls Fin 213.9 223.7 4.58% and app
proves capex plans
Synd
dicate Bank 108.2 112.9 4.34%
• Ashok L
Leyland plan to enter the US truck market
ns
(BSE Mid-Cap)
E through its Europea subsidiar Avia
h an ry
Previous Current Change
Company Name • Tata Mo
otors slashe prices of its Indica EV2 by Rs
es
Close(`) Price(`) (%)
Anan Raj Inds-$
nt 71.4 77.05 7.91% 23000
Sterlite Tech 31.4 33.85 7.80%
J&K Bank
B 931.9 996.7 6.95%
• Reliance
e Capital to h
launch realty fund
f by
India Infoline
a 57.65 61.25 6.24% Decemb
ber
CMC 1098.35 1165.85 6.15%
• NTPC agrees to sig new fue supply ag
gn el greement
TOP LOSERS
L with Coa India
al
(BSE A-Group) • Coal Min decides t charge C a “reserv Price”
to CIL ve
Previous Current Change for the 1
116 coal blo
ocks allocate
ed
Company Name
Close(`) Price(`) (%)
LIC H
Housing Fin 281.8 273.3 -3.02% • IL&FS T
Transport w 2100 cr metro rail
wins Rs 2
IPCA Lab 481.8 467.45 -2.98% expansion project
JSW Steel
S 756.75 735.95 -2.75%
• GAIL India inks 20 year deal with Gazprom for
0
Cadil Health
la 872.2 849.6 -2.59%
Eiche Motors
er 2299.75 2247 -2.29% 2.5mt LNG supply
L
(BSE Mid-Cap)
E • Rain Co
ommodities buyback at max Rs 46 per
s
Previous Current Change share
Company Name
Close(`) Price(`) (%)
Tulip Telecom
p 46.4 44.1 -4.96%
IPCA Lab 481.8 467.45 -2.98%
Kalpa
ataru Power 87.5 85.05 -2.80%
Wyet
th 996.85 969.15 -2.78%
Sadb
bhav Engr 146.7 142.7 -2.73%
Keyno Capitals Research
ote (research
h@keynotecapitals.net) (+9122-3026
66000)

3.
India and Global Economic C
Calendar
Cou
untries / Wednesday Thur
rsday Friday
Reg
gions 03/Oct 04/
/Oct 05/Oct
INR M3 Money Supp (Sep
ply
India FX Rese
erves, USD (S
Sep 30)
30)
Challenger Jo Cuts (YoY)
C ob ) Consum Credit Ch
mer hange
US MBA Mort
tgage Applic
cations
(S
Sep) (Aug)
ISM Non-M
Manufacturin PMI
ng In
nitial Jobless Claims (Sep
s p
FOMC Member Duke Speech
M e
(Sep) 29)
2
Unemployment Rate (Sep)
e
GBP Mar
rkit Services PMI CHF Industr Productio
C rial on Japan- BoJ Interest R
B Rate
Global
(Sep) (Q
QoQ) (Q2) Decision
n
EUR Ret Sales (Mo
tail oM) Spain, France Bond
S e
(Aug) Auction
A
BoE Interest Rate Decisio
B on
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E
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00
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0 • www.ke
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als.com
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o
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make an offer, to bu or sell the s
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acting o the conten of this repo The report has not been edited due t time constraints.
on nts ort. t n to