1.
India Morning Note
a
Tuesd
day, December 11, 2012
2
Dom
mestic Markets Snapshot
t V
Views on ma
arkets today
y
Nam of Index
me 7-Dec 10-Dec Change • The BSE Sensex de
E eclined 14.41 points or 0.07% to
Sens
sex 19,424.10 19,386.76
1 -0.19% close at 19,386.76 a and Nifty50 increased 1
1.50 points
CNX Nifty 5,907.40 5,908.90 0.03% or 0.03% to close a 5,908.90 led by stock of Oil &
% at ks
BSE Mid-cap 7,070.37 7,116.60 0.65% Gas, IT aand rally in public sector banks on hopes that
BSE IT 5,644.41 5,594.22 -0.89% legislatio on bankin sector ref
on ng forms would be passed
BSE Banks 14,183.22 14,226.75
1 0.31% during th current se
he ession of par
rliament.
• Cairn Ind snapped by 1.98% after Goldm
dia d man Sachs
FII Ac
ctivity (`Cr)
downgraaded the sto ock to 'neuttral' from 'b
buy', citing
Date
e Buy Sell Net expectattions of flat t declining earnings gro
to e owth.
6-Dec 4,144 2,004 2140
• Wipro fully acquired LD Waxson Group, a Singapore-
ns
5-Dec 2,876 1,919 957
based fa moving c
ast consumer go oods (FMCG) company
)
Total Dec
l 11,855 7,368 4487 for an all cash consid
l deration of about $144m
mn.
2012 YTD
2 618246 507911 110335
• Among the 13 sector indices, s
ral seven sector closed in
rs
MF A
Activity (`Cr) negative while re
e, emaining six sectors closed in
positive. Top Gainer BSE Realty up by 1.10%, BSE
rs:
Date
e Buy Sell Net
Healthcaare gained b 0.89% an BSE Bank
by nd kex surged
6-Dec 457 686 -230
by 0.31% Top Lose
%. ers: BSE CD down by 1.52%, BSE
5-Dec 505 726 -221
Teck dow by 0.90% and BSE Oil & Gas declined by
wn %
Total Dec
l 2,031 2,687 -657
0.72%.
2012 YTD
2 110514 129419 -18913
• Market b
breadth was positive at ~1.09x as investors
s t s
Global Markets bought large cap s stocks. On provisional basis, FII
Latest Valu
ues Change (%)
C bought equity of `6 6.98bn and domestic i institutions
DJIA 13,169
9.88 0.11%
sold equity of `5.87b in cash se
bn egment.
Nasd
daq 2,986
6.96 0.30% • Asia stoc trade mi
cks ixed after a moderate gains in the
Nikke
ei 9,506
6.29 -0.29% US mark kets, with Hong Kong ri ising, while Japan and
Hang Seng
g 22,337.66 0.27% Shangha falling.
ai
* as of 8.25AM IST
f • We expe a cautiou opening for the Indian markets,
ect us f
Curre
ency Snapsh
hot with no cues from th Asian stoc and caution ahead
c he cks
Future contract RBI of the Parliamentary session which stalled yesterday
y
Latest Previous on Banking Amendm ment Bill.
expir on
re Reference
R
Quote Close
27/12/12 Rate
Economic and Corporate Developm
a ments
India Rupee per $
an 54.56 54.69 54.34
India Rupee per €
an 70.53 70.58 70.13 • The gov vernment introduced a Bill in Parlliament to
India Rupee per £
an 87.71 87.75 87.09 amend t the Competit
tion Act that would conf powers
t fer
India Rupee per ¥
an 66.21 66.54 65.94
on fair tr
rade.
* NSE Exchange
• The Enfo terest and Recovery of
orcement of Security Int
Debts Laws (Amen
L ndment) Bill, 2011, w which was
approved by voice v
d vote in the Lower House seeks to
L e,
convert any part o debt into shares of defaulting
of
company by the asse reconstruc
y et ction Compa
any (ARC).
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ote (research h@keynotecapitals.net) (+9122-3026 66000)
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2.
TOP GAINERS
G Buzzing St
tocks
(BSE A-Group) • Indian Hotel may ra
H aise Orient Express bid to $ 15-
Previous Current Change 18/Sh
Company Name
Close(`) Price(`) (%)
Mahindra & Mah 998.9 1055.45 5.66%
• CCI invvestigating cases aga ainst DLF, L&T, JP
Orien
ntal Bank 346.25 364.7 5.33% Associat
tes, Tulip In
nfratech and Omaxe fo alleged
d or
Corporation Ban 428.15 450.05 5.12% anti com
mpetitive pra
actices.
Fede
eral Bank 482.05 505.8 4.93% • Adani ga gets PNGRB nod for city gas distr
as c ribution in
ADAN POWER
NI 58 60.8 4.83% Khurja, U
Uttar Prades
sh
(BSE Mid-Cap)
E • Cargill A
Acquires Wip
pro's Sunflower Vanasp
pati Brand
Previous Current Change for Rs 40 Cr
0
Company Name
Close(`) Price(`) (%)
State Bank Mysr
e 595.05 698.55 17.39% • Auto In seeks go
nd ovt interven
ntion agains ‘unfair
st
State Bank Trav
e 540.65 619.2 14.53% treatment’ to Indian OEMs in Sri Lanka
n
Jinda Stainless
al 68.7 78.2 13.83% • Oil India to set up a 2.5mt LNG t
a terminal
State Bank BikJpr
e 412.4 468.75 13.66%
Karnataka Bank 175.7 195.7 11.38%
• NTPC to sign fuel supply pacts w
with Coal India
TOP LOSERS
L • Indian Overseas B Bank board gives app
proval for
raising Rs.800 cr thr
R rough bonds
(BSE A-Group)
Previous Current Change • MTNL to raise Rs 7000cr via gov bonds
o vt
Company Name
Close(`) Price(`) (%)
• Tata Ho
ousing raises Rs. 300 cr by issuing NCDs to
s g
Panta
aloon Retl 242.95 230.5 -5.12% IDFC
Titan Inds
n 307.25 296.3 -3.56%
Satya Comp
am 98.2 95.35 -2.90% • Talwalka QIP for 20
ar 0.65lakh sha
ares @ Rs. 2
205.18/sh
Hexa
aware Tech 96.55 94 -2.64% aggregaating Rs. 42.4
4cr
Jet Air India 529.7 516.05 -2.58% • Govt like to cut AD at Delhi airport
ely DF
(BSE Mid-Cap)
E
• BEL inks pact with Israel Aeros
s space for LS
SRAM ship
Previous Current Change defense
Company Name
Close(`) Price(`) (%)
Balra
ampur Chini 61.05 55.4 -9.25% • Kesoram Industries: HC to hear
m plea
a against
Resp
ponsive Inds 97 88.35 -8.92% coalmine de-allocati
ion on April 1
14
Spice
ejet 49.3 46.2 -6.29% • Credo buys 28.6 la
b akh shares in IndusInd Bank for
Panta
aloon Retl 242.95 230.5 -5.12% Rs.119 c
cr
Shop
ppers Stop 461.6 440.1 -4.66%
Scrip Wise Gross Deliverable Position of BSE
es
Deliv
verables Qty to
t
Scrip Name Closing Price (`)
e % Cha
ange Deliv
verable Turnov
ver Turno
over (000)
tra
aded Qty (%)
Karna
ataka Bank 19
95.70 11.38% 17.11 241,6
609.85 13,60,136.35
Cairn India 32
26.20 -2.04% 83.77 224,8
837.92 2,69,416.06
L&T Finance Holdi
F 90.60
9 3.07% 100.00 176,5
520.53 1,76,520.53
Tata Motors
M 28
80.00 -0.64% 46.36
4 170,4
486.12 3,70,170.94
Raym
mond 48
81.35 1.73% 72.15 128,1
139.70 1,76,032.27
Keyno Capitals Research
ote (research
h@keynotecapitals.net) (+9122-3026
66000)

3.
India and Global Economic C
Calendar
Countries /
C Tuesday Wednes
sday Thursday
Regions 11/Dec 12/De
ec 13/Dec
Cumulative Industrial
India
Output (Oct)
Man
nufacturing Output (Oct)
O )
M3 Money Sup
3 pply (Dec 2)
Fed Interest Ra Decision
d ate Contin
nuing and Initial
US Tra
ade Balance
(Dec 1
12) Jobless Claims (De 8)
s ec
10-Yea Note Auction
ar FOM Economic Projections
MC c s Retail S
Sales (MoM) (
(Nov)
Mo
onthly Budge Statement
et t Producer Price Index (YoY)
r x
FOMC Minutes
(Nov
v) (Nov)
Japa Consumer
an r UK Claimant Co
ount Change
e Euro EC Monthly R
CB Report
Global
Confide
ence Index (N
Nov) (Novv) (Dec)
Euro Ind
dustrial Japan Tankan Lar
n rge
UK 10- Bond Auct
-y tion
Production s.a. (MoM) (Nov)
) Manufact
turing Outloo (Q4)
ok
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