1.
India Morning Note
a
Friday October 1 2012
y, 19,
Dom
mestic Markets Snapshot
t V
Views on ma
arkets today
y
Nam of Index
me 17-Oct 18-Oct Change • The BSE Sensex ga
E ained 181.16 points or 0.97% to
Sens
sex 18,610.77 18,791.93
1 0.97% close at 18,791.93 and Nifty50 rose 58.45 points or
0 5
CNX Nifty 5,660.25 5,718.70 1.03% 1.03% to close at 5,7
o 718.70 led b stocks of Realty and
by
BSE Mid-cap 6,630.03 6,706.82 1.16% Bank secctors.
BSE IT 5,671.47 5,715.72 0.78% • BSE Senssex opened on a positive note follow
wing global
BSE Banks 13,036.14 13,307.99
1 2.09% cues as data indic cated improovement in economic
FII Ac
ctivity (`Cr) growth of China. Re
o ecent results from banking majors
s
like HDFC Bank and Axis bank tr
C riggered further buying
Date
e Buy Sell Net in banks European indices we
s. n ere positive and also
e
16-O
Oct 2,031 2,119 -88 boosted the buying.
15-O
Oct 1,271 1,104 167
• Earnings results will continue to impact sen
s o ntiments in
Total Oct
l 32,390 22,842 9548
the near term, with T
r tancy Services Ltd, ITC
Tata Consult
2012 YTD
2 526329 432173 94156
Ltd, Tata sponge Iro and GSFC due to rep
a on C port results
MF A
Activity (`Cr) on Fridayy.
• Among the 13 secto
t oral indices, one sector closed in
, r
Date
e Buy Sell Net
negative while rem
e, maining twelve sectors closed in
16-O
Oct 571 336 235
positive. Top Gainers: BSE Rea alty up by 2
2.58% and
15-O
Oct 331 319 12
BSE Ban nkex surged by 2.09%. Top Losers BSE HC
d s:
Total Oct
l 5,015 6,499 -1483
down by 0.32%.
2012 YTD
2 96459 111252 -14793
• Market bbreadth was positive at ~1.54x as investors
s t s
Global Markets
bought large cap stoocks. On pro
ovisional bas
sis, FII sold
Index
x Latest Valu
ues Change (%)
C equity of `0.68bn an domestic institutions s
f nd sold equity
DJIA 13,548
8.94 -0.06% of `1.85b in cash se
bn egment.
Nasd
daq 3,072.87 -1.01% • Asian sh
hares retreat
ted today, b
barring China following
a
Nikke
ei 0.12
21,550 0.15% the weak
kness in the US markets..
Hang Seng
g 4,578
8.20 -0.06%
• We may see a weak opening for the India markets
y f an
* as of 8.25AM IST
f
today, tr
racking the g
global cues.
Curre
ency Snapsh
hot
Economic a
and Corporate Developm
ments
Future contract RBI • In its bid to shore up invest
e tments in the capital
Latest Previous
expir on
re Reference
R markets, the gove
, ernment is considering allowing
g
Quote Close
29/10/12 Rate
foreign banks to hav easier acc
b ve cess. Currenttly, foreign
India Rupee per $
an 53.43 52.96 52.97
banks ca invest in Indian equit
an ties only thro
ough asset
India Rupee per €
an 69.93 69.46 69.46 managem ment compa anies.
India Rupee per £
an 86.09 85.59 85.45
• The Unio Cabinet has approve constitut
on ed tion of the
India Rupee per ¥
an 67.34 67.30 66.94 14th Finnance Commission to suggest fo ormula for
* NSE Exchange sharing of tax proce
eeds betwee Centre a
en and states,
and also approved setting up of a national a
automotive
board.
Keyno Capitals Research
ote (research h@keynotecapitals.net) (+9122-3026 66000)
Keyno Capitals R
ote Research is also available on
Bloom
mberg KNTE <GO>, Thom mson One Ana alytics, Reute Knowledge, Capital IQ, TheMarkets.com and sec
ers , curities.com
Keynote Capi
K itals Institutio
onal Research - winner of “India’s Best IPO Analyst Award 2009” by MCX-Zee Business
h t ” e
To unsubscrib from this m
T be mailing list, p
please reply to unsubscribe@keynotecaapitals.net

2.
TOP GAINERS
G
(BSE A-Group) Buzzing Stocks
Previous Current Change
Company Name • Global f
funds line u for L&T Infra stake (arm of
up e
Close(`) Price(`) (%)
Century Tex 381.55 403.1 5.65% L&T) (e
equity valua
ation of L&T Infra exp
T pected to
JPPOW
WER 36.45 38.45 5.49%
cross $2
2bn)
Union Bank 199.5 209.45 4.99%
Synd
dicate Bank 118.15 123.9 4.87%
Andh Bank
hra 107.05 112.05 4.67% • Fortis Trust raises S$510m on Singapo
T s ore stock
(BSE Mid-Cap)
E exchang by sellin 70% stake in its business
ge ng
Previous Current Change trust.
Company Name
Close(`) Price(`) (%)
India
abulls Real 59.95 64.55 7.67% • KFA may lose perm if it fails to respond to DCGA
mit
Anan Raj Inds-$
nt 73.75 79.3 7.53%
ause notice today.
show ca
INDIA POWER
AB 12.22 12.99 6.30%
Rajes Exports
sh 123.3 131.05 6.29%
Eros Intl Media 160.3 169.75 5.90%
• Great O
Offshore ge
ets board approval f
for FCCB
extensio
on
TOP LOSERS
L
(BSE A-Group) • OMCs say, will prov
vide only 6 subsidized cylinders
Previous Current Change ates
in all sta
Company Name
Close(`) Price(`) (%)
Dish TV India 80.45 77.9 -3.17%
• Lupin re
eceives US FDA appro
oval for Kur
rvelo oral
Wipro 353.2 346.25 -1.97%
Mpha
asis 404.35 397.1 -1.79% contrace
eptive table
ets
Sun P
Pharma 712.05 699.7 -1.73%
Bhar Airtel
rti 270.15 265.75 -1.63%
(BSE Mid-Cap)
E
Previous Current Change
Company Name
Close(`) Price(`) (%)
Motilal Oswal 117.4 113.05 -3.71%
Dish TV India 80.45 77.9 -3.17%
Shree Global Trd 52.9 51.5 -2.65%
Edelw
weiss Fin 37.95 37 -2.50%
NIIT Tech
T 286.95 280.35 -2.30%
Keyno Capitals Research
ote (research
h@keynotecapitals.net) (+9122-3026
66000)

3.
India and Global Economic C
Calendar
Cou
untries / Friday Mond
day Tuesday
Reg
gions 19/Oct 22/Oct 23/Oct
India Bank Loan Growth (Oc 14)
n ct
FX Reserv
ves, USD (Oc 14)
ct
Existing Home Sales
H
US President Debate
tial
Change (SSep)
Richmond Fed
d
Manufact
turing Index (Oct)
China Fore
eign Direct
UK Nationwide Housing Canada R
Retail Sales (
(MoM)
Global Investmen (YTD)(YoY
nt Y)
Pric n.s.a (YoY (Sep)
ces Y) (Aug)
(Sep)
European Council mee
eting
UK Public Sector Net
Borrowing (Sep)
g
KEYNOTE CAPITALS LTD.
E
The Ruby, 9th Floor, Senapati Ba
, S apat Marg, Dadar (W), M
D Mumbai – 40 028
00
Tel. : +912
22-30266000
0 • www.ke
eynotecapita
als.com
Disclaim
mer: This repo is purely for informatio purpose an is based on public infor
ort f on nd o rmation. News content is a attributable to
o
various media, unles specified ot
s ss therwise. All m
market related statistical da pertains to the immedia
d ata o ately preceding trading dayy,
unless stated otherw
wise. Neither the information nor any opin
nion expresse in this repo constitutes an offer, or a invitation to
ed ort an o
make an offer, to bu or sell the s
a uy securities menntioned herein We or any o our directors, officers or employees sh
n. of hall not in any
y
way be responsible for any loss a
e arising from th use of this report. Inves
he s stors are advi
ised to apply their own jud
dgment before e
acting o the conten of this repo The report has not been edited due t time constraints.
on nts ort. t n to