1.
India Morning Note
a g
Thur
rsday, Augu 08, 2012
ust 2
Dom
mestic Mark
kets Snapsh
hot Views on markets t
today
Nam of Index
me Aug 6 Aug 7 Change (%)
) • India shares touched a fo
an our-month high on Tuesday
Sensex 17,412.96 17,601.78 1.08% as rate-sensitiv compan
ve nies rallied on hopes the
s
CNX Nifty
X 5,282.55 5,336.70 1.03% centtral bank w be pres
will ssured into cutting interest
BSE Mid-cap 6,104.97 6,126.27 0.35% rates after the finance m
s minister said high borrowing
d
BSE IT 5,345.64 5,449.97 1.95% costs were burd dening conssumers. The session m
e marked
the second con nsecutive ga of over 1% for dom
ain mestic
BSE Banks 11,998.17 12,141.66 1.20%
indeexes after the comme ents from newly-appo ointed
FII A
Activity (`Cr) Finance Ministe on Monda boosted stocks that would
er ay s
Date
e Buy Sell Net bene efit from lower rates. Chidambara am's promise for
06-A
Aug 1,736 1,167 570 fisca reforms a
al also helped sentiment, easing some of
,
03-A
Aug 1,510 1,342 168 the growing w worries the governme ent would delay
Tota Aug
al 7,147 5,598 1549 actio despite facing slow
on, wing econom growth and a
mic
worssening globa risk envir
al ronment.
2012 YTD 381,117 326,268 54849
MF A
Activity (`Cr) • Softwware service exporters such as In
s nfosys also r
rallied
after U.S. rival Cognizant T
r Technology Solutions r
y raised
Date
e Buy Sell Net
its adjusted full-year profit forecast. Education s
a t stocks
03-A
Aug 420 508 -88 rose across th
e he board. Educomp Solutions, NIIT,
02-A
Aug 384 361 24 Apteech, Everon Education, MT Educ
nn care, and C
Career
Tota Aug
al 1,248 1,292 -44 Point gained by between 0.7% to 19.3
y 36%.
2012 YTD 73,216 81,075 -7858
• Jet Airways ro ose 2.6% after Citigroup and CLSA
Volu
ume & Adva
ances / Dec
clines upgr raded the c
carrier to "b
buy" from the equivale
t ent of
NSE BSE sell ratings citing expectations for a turnarou und in
profits. Relianc Industrie edged lower in vo
ce es l olatile
Trad
ding Volume (Cr) 55.29 20.13
trade after O Oil Minister Jaipal Reddy said the
r R d
Turn
nover (`Cr) 9,862 2,179
goveernment ma approve RIL's new investment plan
ay t
Advances 822 1,522
for the D6 blo ock in the eastern offshore Krishna-
o
Declines 657 1,285
Goda avari basin as the coountry contiinues to face an
Unchanged 86 133 acut shortage of natura gas. DLF rose 2.96
te e al F 6% as
Tota
al 1,565 2,940 company's con nsolidated net profit rose 38.3 3% to
Glob Markets
bal `2922.79Cr on 15 decline in revenue to `2329Cr in Q1
5%
June 2012 over Q4 March 2
e 2012.
Inde
ex Late Values
est Change (%)
)
DJIA
A 13,168.60 0.39% • Markket breadth was posit
h tive at ~1.18x as inveestors
NAS
SDAQ 3,015.86 0.87% bougght large c cap stocks. On provissional basis FIIs
s,
bougght equity of `8.16bn while dom mestic institu
utions
Nikk *
kei 8,946.65 1.63%
sold equity of `0
0.55bn in ca segmen
ash nt.
Hang Seng * 20,059.89 -0.06%
* as o 8.25AM IST
of • Asian stocks jum today, a investors bought res
mp as source
stocks on recovvery in the c
commodity prices.
p
Curr
rency Snapshot
Futu contract
ure Latest Previous • We expect a po ositive open
ning for the Indian ma
e arkets,
expire on 29/08/
/12 Quote Close track
king the cue from the Asian mark
es kets.
Indian Rupee per $ 55.26 55.61
Econom and Cor
mic rporate Dev
velopments
s
Indian Rupee per € 68.46 68.84
• The governmen has decid
nt ded to relea
ase addition 4.2
nal
Indian Rupee per £ 86.23 86.58
lakh tonne (LT) sugar in the open market this month to
e
Indian Rupee per ¥ 70.32 70.96
cont
trol its price that have risen by `6 a kg ove last
es e 6-8 er
* NSE Exchange
E
year in most parts of the co
r ountry.
Keyn
note Capitals Research
h (reseaarch@keyno otecapitals.net) (+91222-3026600 00)
Keyynote Capita Research is also available on
als h
Bloo
omberg KNTE <GO>, Tho
E omson One A Analytics, Re
euters Knowwledge, Capit IQ, TheMa
tal arkets.com and securitie
a es.com
Keynote Capitals Institu
utional Resea
arch - winner of “India’s Best IPO Analyst Award 2009” by MCX-Zee Business
To unsubsc cribe from th mailing lis please reply to unsub
his st, bscribe@keyynotecapitals
s.net

2.
TOP GAINERS Buzzin Stocks
ng
(BSE A-Group)
E • In a significant developm
ment, the government has
Previous Currennt Change give
en conditioonal approvval to Reliance’s KGG-D6
Com
mpany Name
e
Close(`
`) Price(`
`) (%) budget of over $1bn for th years spanning from for
he m
TTK Prestige 3752.80
0 3940.00 4.99 FY11-13.
Baja Finserv
aj 770.10
0 804.95 4.53 • RIL BP gets con
nditional no to pump $1bn in KG gas
od G
Tata Motors
a 228.65
5 238.75 4.42 outp set to ris
put se.
Thermax 489.05
5 509.00 4.08
• Coal India to p
pay up to 40 penalty to power f
0% firms
Bharat Forge 300.25
5 312.10 3.95
for supply default.
s
(BSE Mid-Cap)
E • Pow Grid Oka projects worth `154
wer ays 4Cr.
Previous Currennt Change • Tata Steel begi
a ins study on Canadian ore mines with
n
Com
mpany Name
e
Close(`
`) Price(`
`) (%)
estimated 5.6 b tones reserves for a possible s
bn stake
Laks
shmi Mach 1601.30 1741.50 8.76
buy in the mine
es.
KPIT Cummins
T 119.00 127.90 7.48
BF U
Utilities 412.60 433.45 5.05 • EPFO clears Re
O eliance Cap
pital Nippon Life deal a
amid
trad union red flag.
de d
TTK Prestige 3752.80 3940.00 4.99
Dew
wan Housing 158.50 166.25 4.89 • Migl
lanis to buy out ailing L
y Lloyds Steel.
• CCI launches innvestigation into the current tren of
ns c nd
TOP LOSERS auto
omobile com mpanies no allowing their dealer to
ot t rs
(BSE A-Group)
E dive
ersify with o
other brands
s.
Previous Currennt Change • Kanoria Chemic
cals board to meet tod
day to cons
sider
Com
mpany Name
e
Close(`
`) Price(`
`) (%) buyback.
IRB Infra 125.20
0 116.45
5 -6.99
• P Chidabaram looks to reevive share sale in P
e PSUs,
Strid Arco
des 753.80
0 724.40
0 -3.90 SAIL NTPC, Coa India and NMDC in th pipeline.
L, al he
Cast
trol India 625.55
5 602.05
5 -3.76
US markets
India
abulls Fin 219.05
5 211.55
5 -3.42
HPC
CL 327.30
0 319.00
0 -2.54 US stoocks jumpe ed sharply, as Europ pean optim
mism
helped investors to recover their confidence. Nas
d sdaq
(BSE Mid-Cap)
E crossed its 3000 le
d evel first tim since early May.
me
Previous Currennt Change
Com
mpany Name
e
Close(`
`) Price(`
`) (%)
Stan
ndard Charter 103.90 83.15 -19.97
Shre Global Trd
ee d 67.50 62.00 -8.15
IRB Infra 125.20 116.45 -6.99
Glod
dyne Tech 161.10 153.05 -5.00
Strid Arco
des 753.80 724.40 -3.90
Keyn
note Capitals Research
h (resea
arch@keyno
otecapitals.net) (+912
22-3026600
00)

3.
India and Globa Economic Calendar
a al c
Countries / Wedn
nesday Thu
ursday Friday
F Monday
M
Reg
gions 8-A
Aug 9-Aug 10-Aug 13-Aug
1
Ind
dia Money sup
pply Industrial Output Forex Re
eserves Dat
ta
(Jun)
Bank Loa Growth
an
US Initial Job
bless Claims
s Import P
Price Index
(Aug 4) (YoY & M
MoM)
Trade Balance (Jun) Monthly Budget
Statemeent
30-Year BBond
Auction
Glo
obal Germany IIP and China: Coonsumer Japan Ind dustrial UK's RIC Housing
CS
ance
Trade bala Price Inde (YoY)
ex Production (YoY & Price Ba
alance
(Jul) MoM); Capacity
on
Utilizatio
Japan Mac
chinery ECB Mont
thly Report China Tr rade German ny's
Orders and Money Balance; Imports &
; Wholesale Price
supply Exports (YoY) Index (M
MoM) and
(YoY)
UK Produucer Price
Index (In
nput &
Output) (YoY &
MoM); PP Core
PI
Output ((YoY & MoM)
n.s.a
KEYN
NOTE CAPITTALS LTD.
The Rub 9th Floo Senapati Bapat Marg, Dadar (W), Mumba – 400 028
by, or, ai 8
Tel. : +9
9122-30266
6000 • www
w.keynotec
capitals.com
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.