1.
India Morning Note
a
Mond
day, October 15, 2012
r
Dom
mestic Markets Snapshot
t V
Views on ma
arkets today
y
Nam of Index
me 11-Oct 12-Oct Change • The BSE Sensex on Friday dropped by n
E n nearly 130
Sens
sex 18,804.75 18,675.18
1 -0.69% points to close at 18,675.18 on lower than expected
o n n
CNX Nifty 5,708.05 5,676.05 -0.56% Infosys earnings and a cut in its full-y
year sales
BSE Mid-cap 6,671.27 6,676.85 0.08% guidance amid slow
e, wing industria production growth in
al n
BSE IT 5,881.12 5,728.77 -2.59% August.
BSE Banks 13,139.79 13,086.92
1 -0.40%
• Industria growth, as measure
al ed by the Index of
FII Ac
ctivity (`Cr) Industria Production (IIP), slowe to 2.7% in August,
al n ed
from 3.4 in the co
4% orresponding period last year. The
g t
Date
e Buy Sell Net
10-O
Oct 2,067 1,650 417
manufac
cturing secto which co
or, onstitutes ov
ver 75% of
9-Oct 2,334 1,681 653 the inde grew at slow rate of 2.9 % in August as
ex, o
Total Oct
l 23,223 15,190 8033 same month last year.
against 3.9% in the s
3
2012 YTD
2 517161 424521 92640 • Among t oral indices, ten sectors closed in
the 13 secto s
MF A
Activity (`Cr) negative while rem
e, maining three sectors closed in
positive. Top Gainer BSE CD up by 0.60% BSE HC
rs: %,
Date
e Buy Sell Net surged b 0.49% and BSE FMC up by 0
by CG 0.21%. Top
10-O
Oct 266 571 -306
Losers: B
BSE IT down by 2.59%, BSE Teck d
n declined by
9-Oct 228 302 -74
2.26% an BSE Realt down by 0.88%
nd ty 0
Total Oct
l 3,112 4,707 -1595
2012 YTD
2 94555 109460 -14905 • Market breadth was negative at ~0.9x as investors
b s a s
sold larg cap stock On provis
ge ks. sional basis, FII bought
Global Markets
and domest institutions bought
equity o `2.01bn a
of tic
Index
x Latest Valu
ues Change (%)
C equity of `1.88bn in cash segment.
f
DJIA 13,328
8.85 0.02%
• Asia stocks are cho
oppy in the morning to
oday, after
Nasd
daq 3,044
4.11 -0.17%
European economie kept investors cautious while
n es
Nikke
ei 8,535.68 0.02%
China reported a dro in the consumer inflat
op tion.
Hang Seng
g 21,097.73 -0.18%
* as of 8.25AM IST
f • We expe
ect a flat o
opening for the Indian markets,
r n
Curre
ency Snapsh
hot following the cues fr
g rom the Asian markets and caution
ahead of the inflatio numbers later in the day and
on s
Future contract RBI
Latest Previous earnings of Reliance Industries p
s post market h
hours.
expir on
re Reference
R
Quote Close
29/10/12 Rate
Economic a
and Corporate Developm
ments
India Rupee per $
an 53.14 52.89 52.70
India Rupee per €
an 68.49 68.10 68.16 • The gove
ernment rule out a rollb
ed back or modification of
India Rupee per £
an 84.92 84.91 84.51 its decis
sion to cap supply of su
ubsidised co
ooking gas
India Rupee per ¥
an 67.67 67.38 67.21 (LPG) at 6 cylinders per household in a yea as it will
ar
* NSE Exchange cast a "s
shadow" on t
the whole ref
form process
s.
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2.
TOP GAINERS
G
Buzzing Stocks
(BSE A-Group)
Previous Current Change • Governm ment clears 40 oil and gas ex
s xploration
Company Name
Close(`) Price(`) (%)
blocks: (Companies include RIL , ONGC a
s and Cairn
J&K Bank
B 1083.45 1134 4.67%
Century Tex 374.5 390.4 4.25%
India )
ACC 1440.85 1498.45 4.00%
• Bharti may merge India and A
m Africa opera
ations by
Dabu India
ur 130.4 135.25 3.72%
JPPOW
WER 36.4 37.7 3.57% mid 20113
(BSE Mid-Cap)
E
• Loans to Deccan C
o Chronicle (D
DCHL) unde finance
er
Previous Current Change ministry scanner
y
Company Name
Close(`) Price(`) (%)
Bombay Dyeing 534.6 570.55 6.72%
• MTNL and BSNL as governme to pay R 11000
sk ent Rs
India Cements
a 95.15 101.1 6.25%
crore for 1 time payyment of ad
dditional spe
ectrum
JUBIL
LANT 204.2 215.1 5.34%
DBR
REALTY 89.6 94.05 4.97%
• Everest Kanto re
edeems Rs 265 crore foreign
e
Unite Bank
ed 64.75 67.8 4.71%
currency convertibl bonds (FC
le CCBs)
TOP LOSERS
L
• RIL cuts investmen in KG D6 block oil fields by
s nt 6
(BSE A-Group)
USD 3 b
billion
Previous Current Change
Company Name
Close(`) Price(`) (%)
• TV18 Br ghts issue closes today
roadcast rig
TTK Prestige
P 3663.75 3313.9 -9.55%
Infos
sys 2531.45 2395.65 -5.36%
• Orissa Mineral C Corporation opposes revoking
Unite
ech 27.2 26.3 -3.31%
Sterlite mining license Deccan Chargers
Astra
azeneca Pha 1635.3 1590.35 -2.75%
terminated, BCCI floats tender for new tea
r am
Panta
aloon Retl 196.1 190.75 -2.73%
(BSE Mid-Cap)
E • Religare Finvest cu stake in Tulip Tele
e uts n ecom by
Company Name
Previous Current Change 2.9% to 11.6% (selling pledge shares)
Close(`) Price(`) (%)
TTK Prestige
P 3663.75 3313.9 -9.55%
Sun P
Pharma Adv 112.8 106.65 -5.45%
Tulip Telecom
p 37.65 35.8 -4.91%
Resp
ponsive Inds 92.35 88 -4.71%
Gruh Finance
h 196.8 187.9 -4.52%
Keyno Capitals Research
ote (research
h@keynotecapitals.net) (+9122-3026
66000)

3.
India and Global Economic C
Calendar
Cou
untries / Monday Tuesd
day Wednesday
W
Reg
gions 15/Oct 16/Oct 17/Oct
India WPI Inflati
ion (Sep) M3 Money Supply (Oc 14)
ct
NY Empire State
e nsumer Price Index (YoY)
Con e ) MBA Mort tgage Applic
cations
US
Manufactu
uring Index (
(Oct) (Sep) (Oct 12)
Indu
ustrial Produ
uction (MoM) EIA Crude Oil Stocks
e
Retail Sale (MoM) (Se
es ep)
(Sep) change (O 12)
Oct
China Consumer Price Index UK Core Consum Price
mer European Constructio
n on
Global
(MoM) (Se
ep) Inde (YoY) (Sep)
ex Output s.a (MoM) (Au
ug)
Euro Trade Bala
ance s.a.
(Aug) and CPI
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