1.
India Morning Note
a
Thurs
sday, Septem
mber 13, 2012
Dom
mestic Markets Snapshot
t V
Views on ma
arkets today
y
• Indian mmarkets rose for a sixth consecutiv session
e h ve
Nam of Index
me Sept 11 Sept 12 Change (%) yesterda to close a its highest since 23rd February,
ay at d
Sens
sex 17,852.95 18,000.03
1 0.82% 2012 on rising hopes for governm
s ment reform after the
ms
CNX Nifty 5,390.00 5,431.00 0.76% aviation minister sig
gnalled the country was moving to
c
BSE Mid-cap 6,176.30 6,201.59 0.41% allow fooreign direc investme
ct ent into th he sector.
BSE IT 6,036.02 6,093.35 0.95% Allowing foreign carriers to inve in the sector would
est
BSE Banks 11,624.57 11,686.61
1 0.53%
help cement expec ctations for further go
r overnment
action, with investor also hope
w rs eful India will open up
FII Ac
ctivity (`Cr) the mult ti-brand reta sector an raise fuel prices to
ail nd
lower its subsidy bu
s urden. Gains in domestic markets
s
Date
e Buy Sell Net also trac
cked a risk-o mood globally, after Germany's
on
11-Se
ep 1,853 1,296 556 top cour backed the legality of the euro zo
rt e one bailout
10-Se
ep 2,032 1,305 727 funds, aalthough wit condition
th ns. Investors are also
s
hopeful the Federal Reserve w announce new US
l will
Total Sept
l 13,758 11,714 2043
asset p purchases w when it co oncludes its two-day
s
2012 YTD
2 436037 370981 65055
meeting.
MF A
Activity (`Cr) • Real Estate gained a almost fla growth of industrial
as at f
output in July 2012 strengthen
2 ned the cas for the
se
Date
e Buy Sell Net central b
bank to mull cutting policy rates in R
RBI's policy
11-Se
ep 275 428 -153 review in order to he revive gro
n elp owth.
10-Se
ep 275 428 -153 • Tata Mot
tors gained 55.38% on an nticipation of a boost in
f
Total Sept
l 2,468 2,841 -372 sales when the a
w auto maker releases a fourth-
r
2012 YTD
2 84155 93961 -9805 generation Range Ro over in Octobber. GSPL gaained 3.8%
etroleum & Natural Gas Regulato
after Pe ory Board
Global Markets (PNGRB) cuts tariffs to transport gas via high pressure
t
networks in the state of Gujarat by less than expected.
s e
Index
x Latest Values
t Change (%)
• Market bbreadth was positive at ~1.25x as investors
s t s
DJIA 13
3,333.35 0.07%
bought large cap s stocks. On provisional basis, FIIs
NASD
DAQ 3,114.31
3 0.32%
bought equity of `4
e 4.51bn while domestic i
e institutions
Nikke *
ei 9,001.39
9 0.46% sold equity of `0.56b in cash se
bn egment.
Hang Seng *
g 20
0,094.49 0.10%
• Asian ma
arkets mostly mixed today, with Japa gaining,
an
* as of 8.25AM IST
f and Chinese marke ets falling a investors cautious
as s
Curre
ency Snapsh
hot ahead of the Fed dec
f cision.
• We expe ect a flat oopening for the Indian markets,
r n
Future contract RBI mixed w with the pr rofit booking sentimen
nts of the
Latest Previous
expir on
re Reference
R
Quote Close investors and cautiou Asian markets.
s us
29/08/12 Rate
India Rupee per $
an 55.30 55.47 55.26 Economic and Corporate Developm
a ments
India Rupee per €
an 71.29 70.88 88.85 • Real Es state deve elopers und der the competition
India Rupee per £
an 88.97 88.87 71.13 commisssion of India (CCI) radar for collusion includes
n;
India Rupee per ¥
an 70.97 71.04 70.93 Unitech, Parsvnath aand Omaxe.
• The Unio Ministry o Environment and Forest (MoEF)
on of
* NSE Exchange
suspends environme
ental clearance of 93 Goa mines.
a
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2.
TOP GAINERS
G Buzzing Stocks
(BSE A-Group) • NSE has cut transaction costs by 2/3rd an annual
s nd
Previous Current Change member fees have a
r also been cut.
Company Name
Close(`) Price(`) (%) • Godrej Properties sell its enttire Phase 1 of its
Apoll Tyres
lo 93.55 99.50 6.36
Gurgaon project on o
n opening day
y.
Tata Motors 249.60 262.80 5.29
• RIL may join GAIL in race to bu the LNG assets of
y n uy
Panta
aloon Retl 144.60 150.95 4.39
Respol.
Eiche Motors
er 2102.10 2182.00 3.80
Gujarat State Pet 74.95 77.80 3.80 • L&T bag cryostat o
gs order from Fr
rench nuclea project
ar
(value undisclosed).
(BSE Mid-Cap)
E
• Jaiprakash Associat tes redeem
ms foreign currency
Previous Current Change convertible bonds (F
FCCBs) worth USD 523 m
h million.
Company Name
Close(`) Price(`) (%)
NIIT Tech
T 290.50 314.25 8.18 • NALCO declares final divide
end of `2
258Cr to
MTNL
L 37.25 39.80 6.85 shareholders.
S Mo
obility 39.35 41.95 6.61 • Inox Leisure board m
meets today to consider scheme
y
Sterlite Tech 28.90 30.75 6.40 of amalgamation of Fame Indi and Fame Motion
f ia
Apoll Tyres
lo 93.55 99.50 6.36 Pictures.
• FCS Sof
ftware board approves allotting of 40 crore
d
TOP LOSERS
L Convertible warrants on preferential basis.
s
(BSE A-Group) • Cabinet committee on politica affairs (C
al CCPA) to
Previous Current Change meet tod
day to decide on fuel price hike.
Company Name
Close(`) Price(`) (%) • Competi ate Tribunal (COMPAT) to hear
ition Appella
Siem
mens 698.95 676.30 -3.24
cement companies' appeal versu CCI order today.
us r
Glaxo
osmithkl Ph 2239.90 2176.55 -2.83
• Reliance MediaWork clarifies that `30Cr as debt to
e ks
Cipla
a 389.45 378.80 -2.73
Digital D
Domain Media instead of `140Cr (re
eported in
Unite Brew
ed 570.60 556.60 -2.45
various media) which has filed fo bankruptc
or cy.
Crom
mpton Greav 111.35 108.65 -2.42
(BSE Mid-Cap)
E
Previous Current Change
Company Name
Close(`) Price(`) (%)
Shree Global Trd 73.65 69.30 -5.91
Tulip Telecom
p 77.25 73.40 -4.98
Wock
khardt 1370.20 1319.30 -3.71
Balla
arpur Inds 20.30 19.60 -3.45
Prest
tige Estates 119.25 115.70 -2.98
Keyno Capitals Research
ote (research
h@keynotecapitals.net) (+9122-3026
66000)

3.
India and Global Economic C
Calendar
Cou
untries / Thursd
day Friday
y Monday Tuesday
y
Reg
gions 13/Se
ep 14/Se
ep 17/Sep
p 18/Sep
p
India WPI Inflation
W M3 Money Sup
pply
Forex Reserv
F ves
US Initial Jobless Claims Consumer Pr
C rice NY Empire State
N Cu
urrent Accou
unt
(Sep 8) Index (MoM) and Manufacturing Index
M
(YoY)
( (S
Sep)
Producer Price Index Retail Sales (
R (MoM) NA
AHB Housing g
(YoY) (Aug) Market Index
30-Year Bonnd Industrial Pro
oduction
Auction (MoM)
(
Global China Producer and Eurozone's
E EUR Global Tr rade UK Consume Price
K's er
Import Price (MoM)
es Consumer Pr
C rice Balance (Jul)
B Index (MoM) aand
(Aug) Index (MoM) YoY)
(Y
ECB Monthly Report
y Japan's Indusstrial Chhina's House Price
e
Production (M
P MoM) Index
and (YoY)
a
ECB Consum Price
mer Eurozone's
E
Index (MoM) (Aug)
) Employment Change
E t
(YoY)
(
GBP 10-y Bo
ond
Auction
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E
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