1.
India Morning Note
a g
Tues
sday, July 31 2012
1,
Dom
mestic Mark
kets Snapsh
hot Views on markets t
today
Nam of Index
me Jul 27 Jul 30 Change (%)
) • India markets edged higher for the second straight
an e
Sensex 16,839.19 17,143.68 1.81% day yesterday wwith firm glo
obal market after Euro
ts opean
leaders signalle over th weekend that they are
ed he d
CNX Nifty
X 5,099.85 5,199.80 1.96%
pared to tak stronger action to cu ongoing euro-
prep ke urb
BSE Mid-cap 5,887.50 5,977.84 1.53%
zone debt crisis Data show
e s. wing resump ption of buy
ying of
BSE IT 5,224.27 5,303.44 1.52% India stocks b foreign institutional investors (FIIs)
an by
BSE Banks 11,633.16 11,943.42 2.67% also underpinne sentime
ed ent. The pro ospect for gglobal
FII A
Activity (`Cr) easing measur res are raising hope the RBI could
prise market with an i
surp ts interest rate cut, despite an
e
Date
e Buy Sell Net
overrwhelming number of analysts who expec the
f ct
27-Jul 2,685 2,043 642 repo rate to remain unc
o changed. The BSE Sensex
T
26-Jul 2,823 3,753 -930 jumpped 304.49 points or 1.81%, up clo to 225 p
ose points
Tota Jul
al 45,153 36,408 9425 from the day's low and of about 20 points from the
m ff 0 m
2012 YTD 368,678 318,923 50435 day's high.
MF A
Activity (`Cr) • Inter
rest rate seensitive rea
alty stocks rose acros the
ss
boar ahead o the RBI first quarte review o the
rd of er of
Date
e Buy Sell Net
Monetary Policy 2012-13. Metal stock gained a
y ks across
27-Jul 482 399 83 the board as LMEX, a gau uge of six metals traded on
m
26-Jul 799 398 401 the London Met Exchange rose 1.22 on Friday
L tal e, 2% y.
Tota Jul
al 8,241 9,883 -2012
• SpiceJet Ltd j jumped 22 2.4% after it posted an
r
2012 YTD 71,384 78,871 -7857 unexxpected quuarterly proofit that raised hopes of a
Volu
ume & Adva
ances / Dec
clines turnaround in the country's embattled av viation
industry. GAIL rose 3% after April l-June net profit
NSE BSE
surgged 15.1% from a year ago, while IRB
%
Trad
ding Volume (Cr) 53.34 20.21
Infra
astructure Developers surged 10.53% be
s eating
Turn
nover (`Cr) 9,229 1,748 estim
mates with a 6% gain in net profit. Suzlon EEnergy
Advances 981 1,616 Ltd surged 11 1.4% after saying on Friday it had
n t
Declines 504 1,143 redeeemed its $
$360mn of f foreign curr
rency conve
ertible
Unchanged 60 119 bond through v
ds various instruments.
Tota
al 1,545 2,878 • Markket breadth was posit
h tive at ~1.4
41x as inveestors
bougght large c cap stocks. On provissional basis FIIs
s,
Glob Markets
bal
bougght equity of `9.29bn while dom mestic institu
utions
Inde
ex Late Values
est Change (%)
) sold equity of `2
2.34bn in ca segmen
ash nt.
DJIA
A 13,073.01 -0.02%
• Asian markets are strong
ger ahead of the US Fed's
NAS
SDAQ 2,945.84 -0.41% meeeting, as investors are hopinng for liqquidity
Nikk *
kei 8,679.47 0.51% relax
xation.
Hang Seng * 19,760.47 0.89% • We expect a positive opening for the Indian ma
e arkets
* as o 8.25AM IST
of ay, following the cues from the Asian ma
toda s e arkets.
Curr
rencies / Co
ommodities Snapshot
s Howwever, today moneta
y's ary policy by the RBI may
b
Latest Previous
keep the sentim
p ments cautio
ous.
Quote Close Econom and Cor
mic rporate Dev
velopments
s
Indian Rupee per $ 55.43 55.13
• RBI is announcing monetar policy rev
i ry view today.
Indian Rupee per € 67.95 67.68
• In its Macro Eco
s onomic Review RBI said FY13 grow to
d wth
NYM
MEX Crude Oil($/bbl) 90.00 89.78
rema weak at 6.5% due to global & domestic m
ain t macro
Gold ($/oz)
d 1,622.80 1,619.70 funddamentals. Global grow wth to remain weaker than
r
Silve ($/oz)
er 28.19 28.03 expe ected. It als said that lack of quick govern
so nment
polic response exacerbate slowdown.
cy e ed
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
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utional Resea
arch - winner of “India’s Best IPO Analyst Award 2009” by MCX-Zee Business
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2.
TOP GAINERS Buzzin Stocks
ng
(BSE A-Group)
E • Bharti Airtel in plans to issue new shares to the
n
Previous Currennt Change public or QFI.
Com
mpany Name
e
Close(`
`) Price(`
`) (%) • Coal India boar to meet o Tuesday to discuss F
rd on FSAs
Suzl
lon Energy 17.15
5 19.10 11.37
with Power Com
h mpanies.
IRB Infra 113.45
5 125.60 10.71
• R Po
ower gets $
$150mn loa from Sta C for it’s UP
an an s
Orie
ental Bank 213.10
0 233.25 9.46
base power pr
ed roject.
GMR Infra
R 22.35
5 24.05 7.61
Unit
ted Spirits 720.65
5 771.05 6.99 • CCI Imposes Penalty of `397.5Cr on Shree Cem ment
for indulging in restrictive trade practices
(BSE Mid-Cap)
E
• Supreme Court asked Mah
t hanadi coalfields to su
upply
Previous Currennt Change 2.8 lakh tonne coal to Jindal Stainless’ plan in
nt
Com
mpany Name
e
Close(`
`) Price(`
`) (%)
ssa.
Oris
INDI
IAB POWER 11.78 13.21 12.14
Suzl
lon Energy 17.15 19.10 11.37 • Deccan Chronic pledges 14.5% sta
cle s ake of comp
pany
IRB Infra 113.45 125.60 10.71 to Religare Finv
R vest. The company ha pledged 54%
ad
to Future Capital
Orie
ental Bank 213.10 233.25 9.46
Jet A India
Air 322.60 347.50 7.72 • Arvind considering acquisition of ope erating store &
es
rights of British fashion ret
h tailer Next and Debenh
a hams
TOP LOSERS from Planet Ret
m tail
(BSE A-Group)
E US markets
Previous Currennt Change U.S. sttocks finished a low-v
volume sess
sion with m
minor
Com
mpany Name
e
Close(`
`) Price(`
`) (%) decline Monday as investor moved ca
es rs autiously ah
head
Bharat Elect 1230.60
0 1146.15
5 -6.86 of cent tral-bank m
meetings and the mont
thly jobs re
eport
Opto Circuits
o 155.35
5 152.75
5 -1.67 later in the week.
n
Sun TV Network 261.65
5 258.90
0 -1.05
CRIS
SIL 929.15
5 920.00
0 -0.98
JPINFRATEC 52.25
5 51.80
0 -0.86
(BSE Mid-Cap)
E
Previous Currennt Change
Com
mpany Name
e
Close(`
`) Price(`
`) (%)
Mon
nnet Ispat Ene
e 319.95 301.45 -5.78
Elan
ntas Beck 1515.55 1433.10 -5.44
Resp
ponsive Inds 102.35 97.00 -5.23
Glod
dyne Tech 218.90 208.00 -4.98
Pura
avankara Proj
j 67.15 63.85 -4.91
Keyn
note Capitals Research
h (resea
arch@keyno
otecapitals.net) (+912
22-3026600
00)

3.
India and Globa Economic Calendar
a al c
Countries / Tue
esday Wed
dnesday Th
hursday Friday
Reg
gions 31
1-Jul 1-Aug 2-Aug
2 3-Aug
Ind
dia RBI policy Trade def
ficit Forex Reserves Data
R
Infrastruct
ture output Bank Lo
oan Growth
US Personal FED monetary policy
y Initial Job
bless Claims Average Hourly
e
consumpt tion price & interes rate
st Earning (YoY) &
gs
index Average Weekly
e
Hours
consumerr ISM mfg P
PMI Factory Orders Nonfarm Payrolls &
m
confidence (MoM) Unemployment Rat te
Construct
tion ISM Non
n-
spending Manufacturing PMI
Glo
obal Japan labo cash
or Germany market
y UK's Halifax House UK Market Services
s
earning & mfg data MoM)
Prices (M PMI
construction order
Germany UK's BoE Interest
E German Market
ny
Unemploy yment rate Rate Dec
cision Services PMI
KEYN
NOTE CAPITTALS LTD.
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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.