1.
India Morning Note
a
Mond
day, Novemb 12, 2012
ber 2
Dom
mestic Markets Snapshot
t
V
Views on ma
arkets today
y
Nam of Index
me 8-Nov 9-Nov Change • The BSE Sensex sna
E apped 162.5 points or 0.86% to
58 r
Sens
sex 18,846.26 18,683.68
1 -0.86% close at 18,683.68 aand Nifty50 down 52.51 points or
1
CNX Nifty 5,738.76 5,686.25 -0.91% 0.91% to close at 56
o 686.25 led by stocks of P
y PSU, Realty
BSE Mid-cap and weak earnings frrom SBI and ONGC
6,726.95 6,660.68 -0.99%
BSE IT 5,802.08 5,756.34 -0.79% • SBI postted a net prrofit after Minority Inter
M rest of Rs.
BSE Banks 13,347.59 13,186.94
1 -1.20% 45753.10 million for the quarter ended Sept
0 r tember 30,
2012 as compared to Rs. 347
s 704.30 millio for the
on
FII Ac
ctivity (`Cr)
quarter eended Septeember 30, 2011. Total In ncome has
Date
e Buy Sell Net increased from Rs. 412446.50 million for the quarter
m
8-Nov 2,065 1,757 308 ended September 30, 2011 to Rs. 499174.70 million
7-Nov 2,359 1,614 745 for the quarter ended September 30, 2012.
d
Total Nov
l 13,157 10,260 2897 • All secto
ors closed in negative. Top Losers: BSE PSU
n
2012 YTD
2 562138 464361 97777 declined by 1.7%, BBSE Realty snapped by 11.64% and
BSE Meta down by 1
al 1.49%
MF A
Activity (`Cr)
• Market breadth was negative a ~0.65x as investors
b s at s
Date
e Buy Sell Net
sold larg cap stocks. On prov
ge visional basi FII sold
is,
8-Nov 475 471 4
equity of `2.04bn an domestic institutions s
f nd sold equity
7-Nov 539 662 -123
of `1.54b in cash se
bn egment.
Total Nov
l 2,670 3,030 -360
• Asian sto
ocks are mos
stly negative as expectations that
e,
2012 YTD
2 102904 119115 -16219
storm Saandy would impact US economy in the short
n
Global Markets term and Japanese e
d economy sho
owed contrac
ction in the
previous quarter.
Latest Valu
ues Change (%)
C
DJIA 12,815.39 0.03% • We expe a weak opening for the Indian markets,
ect n
Nasd
daq 2,904
4.87 0.32% with cauution ahead of the IIP data slat
d ted to be
Nikke
ei 8,696
6.99 -0.69% released today and following p
pressure in the Asian
Hang Seng
g 21,390
0.87 0.03% markets..
* as of 8.25AM IST
f
Curre
ency Snapsh
hot Economic and Corporate Developm
a ments
Future contract RBI
Latest Previous • The gove
ernment will begin, on M
Monday, the auction for
expir on
re Reference
R
Quote Close
27/11/12 Rate telecom spectrum th
hrough which it is hopin to meet
ng
India Rupee per $
an 54.83 54.60 54.34 Rs 40,00 crore reve
00 enue target.
India Rupee per €
an 69.78 69.55 69.43
• India-Chiina bilateral trade which flourishe till last
ed
India Rupee per £
an 87.39 87.04 86.97
year is ffacing a dowwnturn in 20
012 with overall trade
India Rupee per ¥
an 69.13 68.33 68.31
declining to USD 55 billion in the first te months,
g 5.6 en
* NSE Exchange while traade deficit fo India has ballooned to USD 23
or s
billion.
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ote (research h@keynotecapitals.net) (+9122-3026 66000)
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ote Research is also available on
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2.
TOP GAINERS
G Buzzing St
tocks
(BSE A-Group)
Previous Current Change • Dena Ba
ank expects to achieve a total busin
ness of Rs
Company Name
Close(`) Price(`) (%)
Mahindra & Mah 901.75 962.15 6.70% 1.5 lakh crore by the end of this fiscal on th back of
s he
Asho Leyland
ok 24.1 25.7 6.64% sound growth in dep
posits and ad
dvances.
L&T Finance Hol 62.35 64.2 2.97%
Idea Cellular 90.7 93.35 2.92% • Tata Mo
otors will undertake thre -day bloc closure
ee ck
Adity Birla Nuv
ya 922.8 947.8 2.71% at its Jamshedpur p
plant from N
November 12 to 14 in
2
(BSE Mid-Cap)
E the wake of poor demand.
Previous Current Change
Company Name • Coal Ind Ltd is like to take a final call o its exit
dia ely on
Close(`) Price(`) (%)
Mahindra & Mah 901.75 962.15 6.70% from Int
ternational C
Coal Venture (ICVL) in the next
es
Asho Leyland
ok 24.1 25.7 6.64%
board m
meeting.
Radic Khaitan
co 121.1 127.15 5.00%
Shipp
ping Corp 51.65 53.75 4.07% • Pantaloo and Future Ventures India will
on Retail a
Resp
ponsive Inds 93 96 3.23%
demerge their fashion business
e ses into a n
new listed
TOP LOSERS
L unit that will simplif the busine
fy esses into th
hree main
(BSE A-Group)
segments.
Previous Current Change
Company Name • Reliance Communic
e cations expe
ects the full revenue
l
Close(`) Price(`) (%)
Apoll Hosp
lo 858.05 804.8 -6.21% impact o its recent tariff hike t reflect by the next
of t to y
Aurobindo Phar 178.45 170.2 -4.62%
Andh Bank
hra 108.9 104.6 -3.95%
financial year.
SBI 2243.55 2156.35 -3.89%
• Apollo T
Tyres said it has signed an agreem
t d ment with
Godr Inds
rej 319.6 307.6 -3.75%
(BSE Mid-Cap)
E striking workers for resumption of normal p
production
Previous Current Change at its Va
adodara plan bringing to an end 1 days of
nt, 17
Company Name
Close(`) Price(`) (%)
labour unrest at the unit.
u
Mana
appuram Fin 38.15 32.85 -13.89%
Apoll Hosp
lo 858.05 804.8 -6.21%
Maha
arashtra Sea 343.1 325 -5.28%
Shree Global Trd 47.6 45.25 -4.94%
Aurobindo Phar 178.45 170.2 -4.62%
Keyno Capitals Research
ote (research
h@keynotecapitals.net) (+9122-3026
66000)

3.
India and Global Economic C
Calendar
Countries /
C Monday Tuesd
day Wednesday
W
Regions 12/Nov 13/No
ov 14/Nov
Indian Manufacturing
India Indian M Money Su
M3 upply
Ouutput (MoM)
Indian Ind
dustrial Production
(YoY)
US
Japan Ind
dustrial Produ
uction
Global UK CPI (
(YoY) UK Une
employment Rate
(MoM)
G
German ZEW Economic
W Euro Ind
dustrial Production
Sentim
ment (MoM)
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mer: This repo is purely for informatio purpose an is based on public infor
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o
various media, unles specified ot
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market related statistical da pertains to the immedia
d ata o ately preceding trading dayy,
unless stated otherw
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ed ort an o
make an offer, to bu or sell the s
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on nts ort. t n to