1.
India Morning Note
a
Friday August 31 2012
y, 1,
mestic Markets Snapshot
Dom t V
Views on ma
arkets today
y
Nam of Index
me Aug 29 Aug 30 Change (%) • Indian markets snap four-day losing streak a
m p and closed
Sens
sex 17,490.81 17,541.64
1 0.29% on positive note yes sterday as lenders like ICICI Bank
rose after steep re ecent falls, although ca aution still
CNX Nifty 5,287.80 5,315.05 0.52%
prevailed ahead o key eco
d of onomic grow wth data.
BSE Mid-cap 5,962.21 5,996.00 0.57%
Investors will however scrutinise April-Ju
s une gross
BSE IT 5,746.28 5,786.45 0.70% domestic product da out, given concerns t
c ata n that India's
BSE Banks 11,500.83 11,564.38
1 0.55% economy is slowin
y ng sharply even as inflationary
pressure remain, m
es making the prospect of monetary
FII Ac
ctivity (`Cr)
action uuncertain. A Reuters poll of 38 e
p economists
Date
e Buy Sell Net forecast growth of 5.3 percent for the April-June
29-Aug 2,244 1,830 415 quarter, unchanged from Janua ary-March qu uarter and
28-Aug 2,007 1,838 169 marking its slowest growth sinc 2009.Volatility was
ce
high as traders rolle over posi
ed itions in the futures &
e
Total Aug
l 39987 32613 7375
options (F&O) segm ment from th near-mon
he nth August
2012 YTD
2 413957 353283 60675
2012 serries to Septe
ember 2012 s series.
MF A
Activity (`Cr) • FMCG sttocks rose o revival o monsoon rains this
on of
Date
e Buy Sell Net month. Hindustan UUnilever and ITC hit re
d ecord high.
Pharma s
stocks exten
nded their re
ecent gains.
29-Aug 399 478 -80
28-Aug 494 718 -224 • Hero M MotoCorp fe ell 1.4% after Cred dit Suisse
downgra aded the stock to "neutr ral" from "ov
verweight",
Total Aug
l 8335 10056 -1721
citing ca
aution about the compan ny's near-ter outlook
rm
2012 YTD
2 80304 89839 -9536
in the domestic two o-wheeler m market. Tech Mahindra
h
Global Markets slumped 5% after B British teleco
oms firm BT unloaded
T
about a 5% stake i the Indian IT service provider.
in e
Index
x Latest Values
t Change (%) Tata Ste fell 2.3% while Jinda Steel and Power fell
eel % al
DJIA 13
3,000.71 -0.81% 1.9%, ex xtending rec
cent sharp d declines on continued
NASD
DAQ 3,048.71
3 -1.05% worries about the faallout from the controv versial coal
Nikke *
ei 8,884.21
8 -1.11% concessions that has consumed parliament.
s
Hang Seng *
g 19
9,465.04 -0.45% • Market breadth was marginally positive negative at
b s y
* as of 8.25AM IST
f ~1.06x as investor bought large cap s
rs stocks. On
provision basis, FIIs bought eq
nal quity of `23.0
06bn while
Curre
ency Snapsh
hot
domestic institutions sold equit of `3.28b in cash
c s ty bn
Future contract RBI segment t.
Latest Previous
expir on
re Reference
R
Quote Close • Asian sttocks fell s
sharply, afte weak US markets
er S
29/08/12 Rate
India Rupee per $
an 55.93 55.67 55.65 overnigh as the inv
ht vestors kept their closed watch on
d
Federal R
Reserve Cha Bernanke's speech.
airman Ben B
India Rupee per €
an 69.95 69.94 88.10
India Rupee per £
an 88.26 88.08 69.84 • We expe ect a weak opening for the Indian markets,
n
following the cues from the Asian markets and
g s
India Rupee per ¥
an 71.18 70.90 70.78
declining prices of co
g ommodities.
* NSE Exchange Economic and Corporate Developm
a ments
• Governmment signed production sharing pac for four
cts
blocks under NEL LP-IX. Oil IIndia, ONGC among
companies in NELP- -IX production sharing pact. The
ment has Sig
governm gned 18 prooduction shaaring pacts
under NE
ELP-IX so far.
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ote (research h@keynotecapitals.net) (+9122-3026 66000)
Keyno Capitals R
ote Research is also available on
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2.
TOP GAINERS
G Buzzing Stocks
(BSE A-Group) • Lanco In
nfra in talks with PEs to raise upto USD 750
o
Previous Current Change mn
Company Name
Close(`) Price(`) (%) • NTPC h has slashed investments by Rs 50,0
s 000 crore
JSW E
ENERGY 44.00 46.55 5.80
due to coal supply uncertainty
Adan Ports
ni 109.05 114.40 4.91
• SAIL moves
m Com mpetition Appellate Tribunal
Apoll Tyres
lo 90.50 94.80 4.75
(COMPAT against JS petition o CCI ruling
T) SPL on g
Astra
azeneca Pha 1827.10 1910.70 4.58
GMR Infra 18.35 19.15 4.36 • Telecom Disputes Settlement an Appellate Tribunal
m nd e
(TDSAT) allows Airte ’s plea against TTSL claiming
el
(BSE Mid-Cap)
E dues of Rs 287 crore
e
Previous Current Change • RCF to invest Rs 400 crore ove next three years to
00 er e
Company Name
Close(`) Price(`) (%)
ramp up urea capacity at Thal plant near Mu
p umbai
JUBIL
LANT 172.60 187.40 8.57
PHOE
ENIX MILL 165.70 179.35 8.24 • Koutons Retail board meets today to co
t onsider &
Arvin
nd 60.75 64.70 6.50 discuss preferential issue /ADR /GDR
/
Bombay Rayon 231.10 244.70 5.88 • EIH Asssociated Hot tels board to meet t
today for
Aban Offshore
n 378.60 399.00 5.39 consider
ring rights issue
• Aarti In
ndustries b board appr roves deme
erger of
TOP LOSERS
L manufaccturing busin
ness underta
aking
(BSE A-Group) • Essar Oi Cafe Coffe Day in m
il, ee marketing tie e-up (CCD
Previous Current Change to open Coffee shops at Essar Oil Fuel statio
ons)
Company Name
Close(`) Price(`) (%) • Religare Finvest up stake in Hindustan T Works
e ps H Tin
Tech Mahindra 835.60 792.15 -5.20
by 2.41% to 14.09%
% %
JPPOW
WER 26.30 25.20 -4.18
• Reliance Industries (RIL) submi new plan for tow
e its n
Jain Irrigation 69.20 66.60 -3.76
gas discoveries in KG basin
G
Neyv Lignite
veli 80.30 77.75 -3.18
Crom
mpton Greav 111.05 107.55 -3.15
(BSE Mid-Cap)
E
Previous Current Change
Company Name
Close(`) Price(`) (%)
MTNL
L 43.15 37.70 -12.63
INDIA POWER
AB 10.59 10.02 -5.38
Relig
gare Enter 334.85 317.05 -5.32
Glody
yne Tech 74.95 71.25 -4.94
Alok Inds 12.10 11.55 -4.55
Keyno Capitals Research
ote (research
h@keynotecapitals.net) (+9122-3026
66000)

3.
India and Global Economic C
Calendar
Cou
untries / Frida
ay Monda
ay Tuesda
ay Wednesday
Reg
gions 31/Au
ug 3/Sep
p 4/Sep
p 5/Sep
India Forex Reserves M3 Money Sup
pply
Data; Federa Fiscal
al
Deficit
GDP Quaterly (YoY) ;
Infrastructur
re
Output (YoYY)
US Factory Ordeers Construction
C MBA Mortgage e
(MoM); Chicaago Spending (MooM) Ap
pplications
Purchasing
Manager's Inndex
Fed's Bernannke Markit
M
Speech Manufacturing PMI
M
Reuters/ Mic
chigan Total Vehicle Sales
T
Consumer Sentiment
Index
Global Eurozone Coonsumer UK's Halifax House
U UK's PMI
U UK Markit Se
K's ervices
Price Index (
(YoY) Prices (3m/YoY)
P Construction
C PM
MI
Japan Vehicl
J le Germany's M
G Markit Ge
ermany's Ma arkit
Production (YoY); Manufacturin PMI
M ng Se
ervices PMI
Construction Orders
n
(YoY)
Japan Housing Starts
J
(YoY); Annuaalized
Housing Starts
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E
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, S apat Marg, Dadar (W), M
D Mumbai – 40 028
00
Tel. : +912
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0 • www.ke
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als.com
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mer: This repo is purely for informatio purpose an is based on public infor
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o
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market related statistical da pertains to the immedia
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unless stated otherw
wise. Neither the information nor any opin
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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
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acting o the conten of this repo The report has not been edited due t time constraints.
on nts ort. t n to