1.
India Morning Note
a g
Frida August 0 2012
ay, 03,
Dom
mestic Mark
kets Snapsh
hot Views on markets t
today
Nam of Index
me Aug 1 Aug 2 Change (%)
) • Indiaan markets snapped four day winning s
s streak
Sensex 17,257.38 17,224.36 -0.19% yestterday to c close on neegative note tracking weak
CNX Nifty
X 5,240.50 5,227.75 -0.24% Asian shares af fter the Fed
deral Reserv refrained from
ve d
BSE Mid-cap 6,069.67 6,083.56 0.23% oducing new US mon
intro netary stim
mulus measures,
BSE IT 5,327.09 5,323.25 -0.07% while doubts grew abou whether the Euro
e ut r opean
BSE Banks 11,951.52 11,908.79 -0.36% Cent tral Bank woould announ measur to suppo the
nce res ort
FII A
Activity (`Cr) euro zone later in the day SBI's cut some loan rates
o r y.
for new borrowers sparked worries ot
n d ther banks would
Date
e Buy Sell Net
follow suit, hitt
ting margins in the seector also h the
hit
01-A
Aug 2,212 1,581 631
mar ket sentimeents.
31-Jul 2,953 2,025 928
Tota Aug
al 47,790 39,853 7937 • Rain remained below ave
ns d erage in the week to Aug. 1,
e
2012 YTD 376,182 322,251 53931 exte
ending worries about foood inflation and lower rural
n r
cons
sumption. BBSE Sensex shed 33.02 points or 00.19%,
MF A
Activity (`Cr)
up about 67 points from th day's low and off clo
a he w ose to
Date
e Buy Sell Net 22 points from t
p the day's high.
31-Jul 439 546 -107
• Consstruction companies and compa anies which are
h
30-Jul 287 295 -8
linke to order from Ind
ed rs dian Railwa ays surged after
Tota Jul
al 8,826 10,795 -1970
Prim Minister a
me approved reelaxation in the land tra
ansfer
2012 YTD 71,969 79,783 -7815
polic of the go
cy overnment for governm ment owned land
d
Volu
ume & Adva
ances / Dec
clines so th infrastru
hat ucture proje
ects are not held up because
NSE BSE of pr
rocedural de
elays.
Trad
ding Volume (Cr) 44.93 16.86 • Airlin stocks w
ne were mostly lower as state-owne oil
ed
Turn
nover (`Cr) 7,345 1,756 companies raise jet fuel o ATF rates by a steep 4.5%
ed or s p
Advances 814 1,508 on firming inte
f ernational crude oil pri
ices. L&T g
gained
Declines 641 1,179 0.60 as the c
0% company re eported that its order inflow
t
Unchanged 83 130 jump ped 21% to `19594Cr in Q1 June 2012 ove Q1
o r er
Tota
al 1,538 2,817 June 2011 des
e spite weak investment sentiment and
t
Glob Markets
bal prevvailing globa uncertainties.
al
Inde
ex Late Values
est Change (%)
) • Markket breadth was howe
h ever positiv at ~1.28x as
ve
DJIA
A 12,878.88 -0.71% investors boug ght small and mid cap stocks On s.
NAS
SDAQ 2,909.77 -0.36% prov
visional basis, FIIs bought equity of `1.41bn while
Nikk *
kei 8,513.20 -1.62% dommestic institu
utions sold equity of `0.66bn in cash
segmment.
Hang Seng * 19,502.46 -0.95%
* as o 8.25AM IST
of • Asian markets tumbled today, af
s fter the fo
oreign
Curr
rencies / Co
ommodities Snapshot
s investors disap
ppointed w
with the European Central
Latest Previous Bankk.
Quote Close
• We expect a w weak opening for the Indian ma
e arkets
Indian Rupee per $ 55.84 55.47
toda following the cues fro the Asia markets.
ay om an
Indian Rupee per € 68.04 67.85
NYM
MEX Crude Oil($/bbl) 87.48 87.13 Econom and Cor
mic rporate Dev
velopments
s
Gold ($/oz)
d 1,590.00 1,587.40 • Cabi
inet may fin
nalize 2G res
serve price today.
Silve ($/oz)
er 27.12 27.00
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note Capitals Research
h (reseaarch@keyno otecapitals.net) (+91222-3026600 00)
Keyynote Capita Research is also available on
als h
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omberg KNTE <GO>, Tho
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2.
TOP GAINERS Buzzin Stocks
ng
(BSE A-Group)
E • Sun Pharma looks to a acquire Geermany’s Stada
Previous Currennt Change neimittel, se
Arzn eeks to raise $1bn for the deal.
e t
Com
mpany Name
e
Close(`
`) Price(`
`) (%)
• RIL and BP’s pplan to buy stake in new termina of
y n al
Cum
mmins India 437.65
5 467.35 6.79
ronet LNG is shelved.
Petr s
Unit
ted Spirits 804.15
5 849.80 5.68
Bharat Elect 1221.15
5 1285.55 5.27 • Strid
des Arcolab Ranbaxy and Mylan in tie up with
b, n
Cast
trol India 558.25
5 586.25 5.02 Gilead for HIV g
generic.
Asho Leyland
ok 22.05
5 23.00 4.31 • NMD arm to b
DC buy 2 coal as
ssets in Que
eensland.
(BSE Mid-Cap)
E • Deccan Chronic promote pledge more proper
cle ers m rties.
Previous Currennt Change • JSPL Mauritius r
L raises $150
0mn via ECB to repay lo
B oans
Com
mpany Name
e
Close(`
`) Price(`
`) (%) take from the parent.
en
Prism Cement
m 51.00 53.40 4.71
• SBI cuts home loan growth projection.
h
Schn
neider Elec 78.80 82.45 4.63
Mad
dras Cements
s 169.90 177.60 4.53 • Bom eocon from manufactu
mbay HC restrains Vide uring
Asho Leyland
ok 22.05 23.00 4.31 was
shing machines resemb
bling Whirpo
ool's design.
.
Novartis India 663.75 688.45 3.72 • Oil India keen t take up to 10-15% stake in HP
I to PCL's
Barm refinery
mer y.
TOP LOSERS
• Elde
er Pharma board o
a okays mer
rger of Elder
E
(BSE A-Group)
E Healthcare into company.
o
Previous Currennt Change • Unit
tech moves CLB ver
s rsus Uninor
r's decision to
n
Com
mpany Name
e
Close(`
`) Price(`
`) (%)
auct
tion India te
elecom business.
Cair India
rn 337.55
5 330.35
5 -2.13
HPC
CL 337.45
5 330.40
0 -2.09
US markets
Unit
tech 21.70
0 21.25
5 -2.07 U.S. stocks exte
s ended losse into a fourth ses
es ssion
NMD
DC 189.75
5 185.95
5 -2.00 Thursdday after the European Central Ban disappointed
e nk
LIC Housing Fin 266.70
0 261.40
0 -1.99 the invvestors over the concre steps tow
r ete wards Europ
pean
stabilit
ty.
(BSE Mid-Cap)
E
Previous Currennt Change
Com
mpany Name
e
Close(`
`) Price(`
`) (%)
NIIT Tech
T 297.85 282.50 -5.15
Glod
dyne Tech 187.80 178.45 -4.98
Shre Global Trd
ee d 72.15 69.35 -3.88
Relig
gare Enter 351.25 338.05 -3.76
Tulip Telecom
p 99.45 95.85 -3.62
Keyn
note Capitals Research
h (resea
arch@keyno
otecapitals.net) (+912
22-3026600
00)

3.
India and Globa Economic Calendar
a al c
Countries / Friday Monday Tuesday
Reg
gions 3-Aug 6-A
Aug 7-Aug
Ind
dia Forex R
Reserves Da
ata
Bank L
Loan Growth
h
US Averag Hourly Ea
ge arnings Consum Credit Change
mer C
(YoY) & Average W
Weekly
Hours
Nonfar Payrolls &
rm
Unempployment Ra
ate
ISM No
on-Manufact
turing
PMI
Glo
obal UK Mar
rket Service PMI
es Ja
apan Indust
trial UK's In
ndustrial
Production Data
P D Producction (MoM) and
(YoY)
Germany Market S
Services UK's BRC Re
U etail Sales UK's MManufacturin
ng
PMI Monitor - (Yo
M oY) Producction (MoM) and
(YoY)
Eurozone's Sentix
E S
In
nvestor Con
nfidence
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m
Disclaiimer: This re
eport is purely for informa ation purpose and is bassed on public information News cont
c n. tent is attribu
utable to
various media, unle specified otherwise. A market related statistic data perta
ess All cal ains to the im
mmediately preceding trad ding day,
unless stated other
s rwise. Neithe the informa
er ation nor any opinion expressed in this report constitutes an off
y s fer, or an invitation to
make an offer, to bbuy or sell the securities m
mentioned he erein. We or any of our directors, offic
cers or emplo
oyees shall not in any
way be responsible for any loss arising from the use of this report. Investors are advised to apply their own judgmen before
e e s m e o nt
acting on the conteents of this re
eport. The rep
port has not been edited due to time c
d constraints.