1.
India Morning Note
a g
Frida July 30, 2012
ay,
Dom
mestic Mark
kets Snapsh
hot Views on markets t
today
Nam of Index
me Jul 26 Jul 27 Change (%)
) • India shares rallied on Fr
an riday led by gains in p
y private
Sensex 16,639.52 16,839,29 1.01% lenders after IC
CICI Bank p
posted stron earnings, with
ng
CNX Nifty
X 5,043.00 5,099.85 1.13% broa
ader sentimment bolsterred by high
her Asian sshares
BSE Mid-cap 5940.94 5887.50 -0.9% after the ECB signalled r
r resolve to tackle the euro
BSE IT 5158.25 5224.27 1.3% zone debt cris
e's sis.
BSE Banks 11586.94 11633.16 0.4% • ICICI Bank ros 2.6 percent after posting a 36.3
I se
FII A
Activity (`Cr) perccent jump in quarterly profit, its strongest g
n s growth
in more than a year, help
m ped by robust loan gr rowth,
Date
e Buy Sell Net
high fee income and better asset quality.
e r
26-Jul 2,823 3,753 -930
25-Jul 1,771 2,020 -249 • Adva ance decline ratio was negative at 0.6x, as a broad
e t
Tota Jul
al 42,468 34,365 8783 baseed selling excluding blue-chip indices s stocks
2012 YTD 365,993 316,880 49793
happ pened. Partticularly, m
mid cap stoocks saw s strong
sellin from the investors.
ng e
MF A
Activity (`Cr)
• Asian stocks st
taged a bro
oad-based advance Mo
a onday,
Date
e Buy Sell Net
exte
ending gains from last week, as European le
s E eaders
26-Jul 799 398 401
signalled that they are prepared to take str
t ronger
25-Jul 485 453 32 actio to curb th region’s debt crisis.
on he
Tota Jul
al 7,759 9,484 -2095
• We expect a positive opening for the Indian ma
e arkets
2012 YTD 70,902 78,472 -7940
toda following the cues f
ay, g from the Assian market and
ts
Volu
ume & Adva
ances / Dec
clines imprroving the sentiments of the global inve
g estors.
NSE BSE Howwever, mark kets would be volatile ahead o the
of
Trad
ding Volume (Cr) 56.67 14.81 monnetary policy meeting slated to be held tomorr
y row.
Turn
nover (`Cr) 10,673 2,513 Econom and Cor
mic rporate Dev
velopments
s
Advances 493 1,060
• Unio Agricultu
on ure Minister Sharad Pawar expr
P ressed
Declines 989 1,703
conc
cern over de
eficient rain and said that the co
ns ountry
Unchanged 70 129
may face serio
y ous situation if it does not rain i the
n s in
Tota
al next two month
t hs.
Glob Markets
bal
Inde
ex Late Values
est Change (%)
)
DJIA
A 13,076 1.46%
NAS
SDAQ 2,958 2.24%
Nikk *
kei 8,620 0.62%
Hang Seng * 19,570 1.53%
* as o 8.25AM IST
of
Curr
rencies / Co
ommodities Snapshot
s
Latest Previous
Quote Close
Indian Rupee per $ 55.25 55.25
Indian Rupee per € 67.92 68.08
NYM
MEX Crude Oil($/bbl) 88.76 89.25
Gold ($/oz)
d 1,611.70 1,612.70
Silve ($/oz)
er 27.40 27.47
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2.
TOP GAINERS Buzzin Stocks
ng
(BSE A-Group)
E • Crom
mpton Grea aves acquir
res Smart Grid Automa
G ation
Previous Currennt Change Co ZIV Group fo Euro 150 Mn
Z or
Com
mpany Name
e
Close(`
`) Price(`
`) (%) • Saty
yam settles Aberdeen U lawsuit for $ 12 million
US
NA - - -
NA - - -
• Maruti Suzuki m
may hire 10
000 at Man
nesar to resume
prod
duction.
NA - - -
NA - - - • Ashok Leyland to have 3 overseas JV's soon
s
NA - - - • Dr. Reddy's USFDA lifts import alert fr
rom co's Me
exico
mannufacturing facility
(BSE Mid-Cap)
E
• RIL to invest in Aerospace Biz lines up Billion dollar
n e u
Previous Currennt Change
Com
mpany Name
e ns
plan
Close(`
`) Price(`
`) (%)
NA - - - • Suzl
lon repays $ 360 Mn FC
CCB’s
NA - - -
• M&M to launch three vehic
M cles by Dece
ember
NA - - -
• RCo
om accuses Airtel of b
blocking int
ternational calls
NA - - -
on toll free num
t mbers
NA - - -
• Rel Cap acqui ires 16 lak shares (2% equity in
kh y)
TOP LOSERS Reliance Broadcast
(BSE A-Group)
E • Prom
moters to sell over 3 lakh shares in Muthoot
Capital via offer for sale on August 1
n
Previous Currennt Change
Com
mpany Name
e
Close(`
`) Price(`
`) (%) • Welspun Corp a
approves issue of NCDs worth at l
least
NA - - - Rs 400 Cr
4
NA - - - • 3i Infotech allo
ots 44.5 Cr shares on conversio of
r n on
NA - - - FCCCBs
NA - - -
• Nestle India acquires land in Gujarat to setup its 9th
s
NA - - - factory.
(BSE Mid-Cap)
E • Mercator subsccribes to $19mn issue of conver
e rtible
Previous Currennt Change bonds issued b its Singa
by apore based wholly ow
d wned
Com
mpany Name
e
Close(`
`) Price(`
`) (%) subs
sidiary Merc
cator International Pte
NA - - - • Petr
ronet LNG eyes Rs 3500 Cr power foray in Ker
0 rala
NA - - -
US markets
NA - - -
NA - - - U.S. stocks posted steep gain for a second day Fri
d ns iday,
NA - - -
ming a weekly advance as invest
reclaim tors anticipated
moves by the Euroopean Central Bank as well as the U.S.
Federa Reserve. Stocks hit session highs a
al after
Bloomb berg News reported European Central B
s Bank
ent Mario Draghi would hold talks with
Preside
Bundes sbank President Jens W
Weidmann in an attemp to
n pt
remove the big
e ggest obst tacles to adopting new
measures includin bond purchases.
ng
Keyn
note Capitals Research
h (resea
arch@keyno
otecapitals.net) (+912
22-3026600
00)

3.
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c n. tent is attribu
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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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