1.
India Morning Note
a
Tuesd
day, December 18, 2012
2
Dom
mestic Markets Snapshot
t V
Views on ma
arkets today
y
Nam of Index
me 14-Dec 17-Dec Change
• The BSE Sensex sn
E napped 72.8 points or 0.38% to
83
Sens
sex 19,317.25 19,244.42
1 -0.38%
close at 19,244.42 a
and Nifty50 declined 21
1.70 points
CNX Nifty 5,879.60 5,857.90 -0.37%
or 0.37% to close at 5,857.90 le by stocks of Metal,
% t ed s
BSE Mid-cap 6,999.05 7,040.47 0.59%
Auto and the Gove
ernment low
wered the economic
BSE IT 5,590.12 5,522.03 -1.22%
growth e
estimate for 2012-13 to 5.7-5.9% f
r o from 7.6%
BSE Banks 14,264.80 14,273.06
1 0.06%
projecte in Econom Survey in March.
ed mic
FII Ac
ctivity (`Cr)
• Metal st ndal Steel, Hindalco an Sterlite
tocks like Jin nd
Date
e Buy Sell Net
surged 22.36%, 3.46 and 4.06
6% 6%. The suddden spurt
14-Dec 2,705 2,078 626
of intere in metals stocks was on accoun of rising
est s nt
13-Dec 3,644 2,326 1318
prices on the Londo Metals Ex
on xchange. Fo the past
or
Total Dec
l 33,681 21,437 12244
few weeeks, these sttocks had g hammer
got red on low
2012 YTD
2 640072 521980 118092
and a mining ban at home.
international price a
MF A
Activity (`Cr)
• Temasekk, an inv vestment c company based in
Date
e Buy Sell Net
Singapore, has ente
ered into a definitive a
agreement
14-Dec 523 543 -20
with Godrej Agro ovet, a su ubsidiary o Godrej
of
13-Dec 381 715 -334
Industrie
es, to acq
quire a 19 9.99% stakke in the
Total Dec
l 5,289 7,162 -1873
company for a cons
sideration of `572Cr.
f
2012 YTD
2 113772 133894 -20129
• Among t
the 13 secto
oral indices, six sectors closed in
, s
Global Markets
negative while rem
e, ven sectors closed in
maining sev
Latest Valu
ues Change (%)
C
positive. Top Gainers: BSE Met up by 1.76%, BSE
tal
DJIA 13,235.39 0.76%
Auto gained by 0.67 and BSE Healthcare surged by
7%
Nasd
daq 3,010
0.60 1.32%
0.43%. T
Top Losers: BSE Teck do
own by 1.32
2%, BSE IT
Nikke
ei 9,937.44 1.10%
Hang Seng
g 22,498
8.24 -0.07% down by 1.22% and BSE FMCG declined by 0
0.52%.
* as of 8.25AM IST
f • Market b
breadth was positive at ~1.14x as investors
s t s
Curre
ency Snapsh
hot bought large cap s
stocks. On provisional basis, FII
Future contract RBI bought equity of `8
8.86bn and domestic i
institutions
Latest Previous
expir on
re Reference
R sold equity of `6.90b in cash se
bn egment.
Quote Close
27/12/12 Rate
India Rupee per $
an 54.94 54.48 54.63 • Asian sto
ocks rose sharply after signs of pr
r rogress on
India Rupee per €
an 72.24 71.46 71.86 U.S. budget talks.
India Rupee per £
an 88.97 88.00 88.40
• We expe a positive opening fo the Indian markets,
ect or n
India Rupee per ¥
an 65.65 65.19 65.00
following the Asian s
g shares.
* NSE Exchange
Economic and Corporate Developm
a ments
• Prime Minister's Office asked po
ower firms to sign fuel
o
supply pacts in a mo
onth.
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2.
TOP GAINERS
G
Buzzing St
tocks
(BSE A-Group)
Previous Current Change • Axis Ban plans Rs 6000 crores share sale to meet
nk e
Company Name
Close(`) Price(`) (%) Basel III norms
Adan Ports
ni 135.75 143 5.34%
Jain Irrigation 70.05 73.75 5.28% • Allahaba Bank cuts retail term deposit rate to 9%
ad s e
Volta
as 104.6 109.2 4.40%
Adan Enter
ni 268.5 280.15 4.34% • Suzlon's subsidiary REpower Sy
s ystems wins 105 MW
s
Sterlite Inds 113.2 117.8 4.06%
order in Canada
(BSE Mid-Cap)
E
Previous Current Change • ITC begins construc
ction of milk processing plant in
k g
Company Name
Close(`) Price(`) (%) Bihar
Hone
eywell Auto 2396.1 2785.5 16.25%
Tube Invest
e 181.75 210.6 15.87% • Biocon Ltd give
es Malaysia
an company CCM
Amte India-$
ek 99.4 107.6 8.25% Pharmac
ceuticals lice
ence for insu
ulin distributi
ion
DBR
REALTY 136.35 146.6 7.52%
Fortis Healthcare
s 109 116.65 7.02% • Sun Pha
arma arm to buy Takeda US-based generics
a's d
TOP LOSERS
L subsidia URL Phar
ary rma
(BSE A-Group)
Previous Current Change
Company Name
Close(`) Price(`) (%)
IRB Infra 139.55 129.5 -7.20%
Bhar Airtel
rti 311.95 300.45 -3.69%
Divis Lab
s 1130.8 1092.5 -3.39%
Pipav
vav Defence 92.95 90.3 -2.85%
TCS 1240.95 1205.85 -2.83%
(BSE Mid-Cap)
E
Previous Current Change
Company Name
Close(`) Price(`) (%)
IRB Infra 139.55 129.5 -7.20%
Shree Global Trd 36.55 34.75 -4.92%
YBRA
ANTDIGI 69.85 67 -4.08%
Pipav
vav Defence 92.95 90.3 -2.85%
Prism Cement
m 53.45 52 -2.71%
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 (%)
IPCA Lab
L 41
19.80 2.71% 86.73 289,7
719.10 3,35,653.86
Vakra
angee Soft-$ 59.95
5 2.04% 96.98 242,2
260.47 2,49,842.57
United Spirits
d 187
79.35 -2.58% 26.51 205,1
153.61 7,85,489.21
SBI 234
43.50 1.01% 21.88 185,5
532.55 8,45,407.27
NMDC
C 16
63.25 1.94% 59.55 177,5
525.07 2,97,873.26
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 18/Dec 19/De
ec 20/Dec
Cash Re
eserve Ratio (Dec
India
18)
Gross Doomestic Purc
chases
US Curren Account (Q
nt Q3) Hou
using Starts (MoM) (Nov)
)
Pric Index (Q3)
ce
NAHB Housing Mar
H rket Building Perm
B mits (MoM) Initial Jobless Claims (Dec
s
In
ndex (Dec) (Nov
v) 15)
Existing Home Sa
ales
Chhange (Nov)
UK Consumer Price Index Eu Current Account s.a
uro A Japn B Interest R
BoJ Rate
Global
MoM) (Nov)
(M (Octt) Decision (Dec 20
0)
Eu Construction Output
uro Consumer Confide
ence
Japan Imp
port & Expor data
rt
w.d.a (YoY (Oct)
Y) (Dec)
Ba
ank of England Minutes China Trade Balance (Nov)
e
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E
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