1.
India Morning Note
a g
Mond
day, July 09 2012
9,
Dom
mestic Mark
kets Snapsh
hot Views on markets t
today
Nam of Index
me Jul 5 Jul 6 Change (%)
) • India markets snapped th
an hree-day winning strea and
ak
Sensex 17,538.67 17,521.12 -0.10% close on nega
ed ative note o Friday af
on fter interest rate
CNX Nifty
X 5,327.30 5,316.95 -0.19% cuts in China and the euro zone spar
o rked alarm about
BSE Mid-cap 6,349.26 6,313.90 -0.56% glob economi growth, hitting Infosys ahead of its
bal ic
BSE IT 5,700.05 5,654.85 -0.79% nings results next wee Investors are gearing up
earn s ek. s
BSE Banks 12,243.60 12,265.41 0.18% for the start o corporate earnings reports starting
t of e
next week, with Infosys an Tata Consulting Services
t h nd
FII A
Activity (`Cr)
the first compa
anies to rep
port. BSE Seensex, lost 17.55
Date
e Buy Sell Net points or 0.1%, up close to 100 point from the day's
o ts
05-Jul 2,672 2,216 456 low and off about 35 points from the day's high.
a s d
04-Jul 2,185 1,884 301
• Meta stocks fe as metal prices dec
al ell clined on Loondon
Tota Jul
al 13,968 8,756 5212 Meta Exchange on Thursd
al e day, 5 July 2012. Jindal Steel
2
2012 YTD 337,493 291,271 46222 & Po
ower declin
ned on repo orts that th company has
he
MF A
Activity (`Cr) susp
pended operrations at its iron ore mine in Boliv
m via.
Date
e Buy Sell Net • Infossys shares fell 1.4%, as the wo orries abou the
ut
05-Jul 445 507 -62 globbal economy are cementing exp pectations India's
04-Jul 573 593 -20 secoond-biggest software service ex xporter wil cut
ll
Tota Jul
al 1,738 2,226 -488 reveenue guida ance give en evidenc ce of red duced
2012 YTD 64,881 71,214 -6333
techhnology spending world dwide. Statee-run oil ret
tailers
rose on news th
e hey receive `140bn ($2.5bn) from the
ed
Volu
ume & Adva
ances / Dec
clines gove ernment sin
nce the en of June as part o the
nd of
NSE BSE subssidy payout for the finaancial year ended in M March.
Trad
ding Volume (Cr) 55.76 22.32 Eros Internation Media r
s nal rose 3% aft ter announc cing a
Turn
nover (`Cr) 9,345 2,112 licen with television channel COLORS Viacom
nsing deal w
Advances 597 971 ture betwee TV18 and Viacom, f an
18, a joint vent en for
Declines 914 1,542
undisclosed amount.
Unchanged 48 109 • Mark breadth was weak at ~0.63x as investors sold
ket
Tota
al 1,559 2,622 large cap stoc
e cks. On pro
ovisional ba
asis, FIIs b
bought
equity of `5.71bn while domestic institutions sold
s
Glob Markets
bal
equity of `2.23b in cash segment.
bn
Inde
ex Late Values
est Change (%)
)
DJIA
A 12,772.47 -0.96%
• Asia stocks dro
opped today after a st
y tring of neg
gative
glob
bal develo
opments hit inves
stor sentiment,
NAS
SDAQ 2,937.33 -1.30%
worrrisome spee
ech of Chine Premiere Wen Jiaba and
ese e ao
Nikk *
kei 8,944.94 -0.84%
toda
ay's Europea meeting.
an .
Hang Seng * 19,522.29 -1.41%
• We expect a w weak opening for the Indian ma
e arkets
* as o 8.25AM IST
of
toda following the cues f
ay from the Assian market and
ts
Curr
rencies / Co
ommodities Snapshot
s
the profit taking by the global investor
p g rs.
Latest Previous
Quote Close Econom and Cor
mic rporate Dev
velopments
s
Indian Rupee per $ 55.40 54.96
• Acco
ording to Governmen Sources India rej
nt s jected
Indian Rupee per € 68.07 68.09 Mauritius reque for GAAR exemptio It cannot give
est R on.
NYM
MEX Crude Oil($/bbl) 84.80 84.45 any exceptions as sought b Mauritius
by s.
Gold ($/oz)
d 1,580.70 1,578.90
• BJP may suppor hike in FD in insurance.
m rt DI
Silve ($/oz)
er 27.19 26.90
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note Capitals Research
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2.
TOP GAINERS Buzzin Stocks
ng
(BSE A-Group)
E
• Indr
raprastha G
Gas increase CNG price in Delh by
ed hi
Previous Currennt Change `2.9
90/kg and `3
3.30/kg in N
Noida, Ghazi
iabad.
Com
mpany Name
e
Close(`
`) Price(`
`) (%)
IFCI 40.05
5 41.20 2.87 • JSW Steel denies reports of co understated deb by
bt
Suzl
lon Energy 19.25
5 19.75 2.60 900 Cr in FY
`119 Y12 mislead
ding.
Chambal Fert 78.75
5 80.65 2.41 • Coal India looks to take ov IOC’s ex
s ver xplosives arm to
Unit
ted Spirits 740.90
0 758.15 2.33 mee input nee
et eds.
Dish TV India
h 69.05
5 70.60 2.24
• Subash Menon, founder a and promotter of Sube to
ex
(BSE Mid-Cap)
E step down as chairman, wi continue as MD.
p ill
Previous Currennt Change • Sikk
kim Govt formally cancels NCC’s
N `250
00Cr
Com
mpany Name
e
Close(`
`) Price(`
`) (%)
prop
posed hydel power proj
ject.
KSK Energy
K 57.85 63.60 9.94
MCX
X 1045.80 1116.80 6.79 • Cair India to i
rn invest $6bn to pump more crude in 2
n m
BF U
Utilities 444.55 464.25 4.43 years, also s seeks cont tract extension for the
Anant Raj Inds 53.70 55.85 4.00 asthan block
Raja k.
S Mo
obility 44.25 46.00 3.95 • TVS in talks wit BMW to s
th source technological kn
now-
how for high-en motorcyc
w nd cles.
TOP LOSERS
• Engineers India bags `720 Cr BPCL co
a ontract.
(BSE A-Group)
E
US markets
Previous Currennt Change
Com
mpany Name
e
Close(`
`) Price(`
`) (%) U.S. st
tocks finishe lower Friday, after a report on the
ed n
Shre Cement
ee 3053.30
0 2922.00
0 -4.30 U.S. labor market showed tepid, below-f forecast gro
owth
Woc
ckhardt 916.85
5 884.90
0 -3.48 in payrrolls last mo
onth.
Indr
raprastha Gas
s 249.90
0 241.80
0 -3.24
Jinda Steel
al 470.05
5 455.15
5 -3.17
Hexaware Tech 124.55
5 120.85
5 -2.97
(BSE Mid-Cap)
E
Previous Currennt Change
Com
mpany Name
e
Close(`
`) Price(`
`) (%)
Info Edge India 367.05 357.05 -2.72
TVS Motor 36.45 35.50 -2.61
Alsto T&D
om 194.85 190.15 -2.41
Asho Leyland
ok 24.95 24.35 -2.40
COX KINGS
X 131.60 129.05 -1.94
Keyn
note Capitals Research
h (resea
arch@keyno
otecapitals.net) (+912
22-3026600
00)

3.
India and Globa Economic Calendar
a al c
Countries / Mon
nday Tuesday Wed
dnesday Friday
Reg
gions 9-
-Jul 10-Jul 11-Jul
1 13-Jul
Ind
dia Money S
Supply Forex Reserves Data
R
Bank Lo
oan Growth
US Consumer Credit
r IBD/TIPP Economic Trade Ba
alance Produce Price Inde
er ex
Optimism (MoM)
m ex Food & Energy
d
(YoY & MoM)
FOMC Minutes Produce Price Inde
er ex
(YoY & MoM)
Reuter/ Michigan
/
Consummer
Sentime Index
ent
Glo
obal Germany Trade UK's Indu
ustrial Germany Consumer
y r Japan In
ndustrial
Balance Productio (MoM)
on and Who
olesale Price
e Producttion (YoY &
and (YoY) Index MoM)
Japanese Economic Eurozone EcoFin
e's Japan Ma
achine tools
s Japan Capacity
C
Survey Meeting order Utilization
UK retail s
sales
monitor
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m
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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
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er ation nor any opinion expressed in this report constitutes an off
y s fer, or an invitation to
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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
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