1.
India Morning Note
a
Friday Septembe 14, 2012
y, er
Dom
mestic Markets Snapshot
t V
Views on ma
arkets today
y
• Indian mmarkets ga ained yesterday for the seventh
Nam of Index
me Sept 12 Sept 13 Change (%) straight trading ses ssion and a seven-mon nth closing
Sens
sex 18,000.03 18,021.16
1 0.12% high, as hopes for goovernment re eforms boossted banks,
CNX Nifty 5,431.00 5,435.35 0.08% while tecchnology sha ares gained on hopes fo stimulus
or
BSE Mid-cap 6,201.59 6,190.20 -0.18% measure from the Federal Res
es serve. A speecial Indian
cabinet panel is due to meet lat in the evening, and
p e ter
BSE IT 6,093.35 6,118.94 0.42%
may disc cuss raising prices of he
eavily subsid
dized fuels,
BSE Banks 11,686.61 11,703.70
1 0.15%
while the issue of o
e opening up tthe aviation sector for
FII Ac
ctivity (`Cr) foreign direct investment will be discus ssed at a
separate weekly cab
e binet meetin Policy re
ng. eforms are
Date
e Buy Sell Net seen as critical for a cou untry facing ratings
12-Se
ep 1,978 1,398 580 downgra ades into sub-investmen grade, due to rising
nt
fiscal im
mbalances an slowing growth. Inv
nd vestors are
11-Se
ep 1,853 1,296 556
also on hold for the Federal Rese
h erve's meetiing later in
Total Sept
l 15,736 13,112 2623
the day amid high h hopes for a new asset-p purchasing
2012 YTD
2 438015 372379 65635 programme, an even that could boost dema
nt and for risk
MF A
Activity (`Cr) assets suuch as those in emerging markets.
e g
• Banks were among t the day's lea
ading gainers on hopes
s
Date
e Buy Sell Net that fiscal reforms w
would give R Reserve Ban of India
nk
11-Se
ep 275 428 -153 room to cut interest rates given the central bank has
t n
10-Se
ep 275 428 -153 pushed t the governm
ment to shore up its finan
e nces. Some
state-owwned compan nies also rose on media r
e reports the
Total Sept
l 2,468 2,841 -372
cabinet w meet on Friday to co
will onsider sellin some of
ng
2012 YTD
2 84155 93961 -9805
the gove ernment's sstake in five companies National
e s.
Global Markets Aluminiuum Co Ltd shares gained 1.3
d 3%, while
Hindusta Copper g
an gained 1.2% and Neyv
%, veli Lignite
Index
x Latest Values
t Change (%) Corp ros 1.8%. Sp
se piceJet gaine 4.6% after surging
ed
DJIA 13
3,539.86 1.55%
7.1% on Wednesday on hopes t
y the governm ment would
change rules that c currently bar foreign air
r rlines from
NASD
DAQ 3,155.83
3 1.33%
buying stakes in dom
mestic carriers.
Nikke *
ei 9,133.44
9 1.54%
• Market breadth was lower at ~0
b 0.79x as inve estors sold
Hang Seng *
g 20
0,541.12 2.46%
large ca stocks. O provision
ap On nal basis, FIIs bought
* as of 8.25AM IST
f equity o `3.61bn while dome
of estic institu
utions sold
Curre
ency Snapsh
hot equity of `1.56bn in cash segment.
f
• Asia shaares jump, following s sharp gains for U.S.
s
Future contract RBI markets, after the Federal Res
, serve unveils a fresh
Latest Previous
expir on
re Reference
R
Quote Close round of major quant
titative easin
ng.
29/08/12 Rate
India Rupee per $
an 54.93 55.30 55.44 • We expe a gap up opening fo the Indian markets,
ect p or n
following the Asian markets an diesel price rise by
g nd
India Rupee per €
an 71.41 71.29 71.62
the goveernment.
India Rupee per £
an 88.78 88.97 89.31
Economic and Corporate Developm
a ments
India Rupee per ¥
an 70.74 70.97 71.33
• Governmment hiked diesel prices by Rs 5/litre. It capped
* NSE Exchange subsidise LPG to 6 c
ed cylinders per family per year.
• Coal min
nistry de-allocated 4 coal blocks.
l
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2.
TOP GAINERS
G Buzzing Stocks
(BSE A-Group) • Inter Min
nisterial Group to review Tata Steel, Reliance
w
Previous Current Change Power and Bhushan Steel coal blocks.
Company Name
Close(`) Price(`) (%) • Departmment of Telecommunications (DoT issues T)
Unite Brew-$
ed 556.60 623.80 12.07
order against 7 Mumbai companies ov
a ver high
Muth
hoot Fin 152.05 163.95 7.83
radiation levels inclu
n uding Reliance Commun nications ,
Gujarat Fluo 347.85 367.45 5.63 Tata Te eleservices (Maharasthra), Bharti Airtel ,
Indra
aprastha Gas 245.95 256.95 4.47 Vodafon Idea Cellu
ne, ular , Aircel, Loop Telecom
Engin
neers India 226.60 235.80 4.06
• Grasim Industries to partner Jap
o pan based O
Omikenshi
(BSE Mid-Cap)
E Compan to develop internation markets for rayon
ny p nal
Previous Current Change
products
s
Company Name
Close(`) Price(`) (%) • Cabinet to consider FDI in aviation, b
broadcast
Muth
hoot Fin 152.05 163.95 7.83 sectors t
today: BS
Gujarat Fluo 347.85 367.45 5.63
• Mylan in talks to buy part of SMS Pharma ’s business
n y S
MCX 1194.90 1255.10 5.04
Zydu Wellness-
us • Ranbaxy to invest USD 40 million to set up
y t
393.60 411.95 4.66
$ manufac
cturing unit i Malaysia
in
Indra
aprastha Gas 245.95 256.95 4.47
• Lupin ge US FDA n
ets nod for Generic Lexapro t
tablets
TOP LOSERS
L • Orissa Minerals D Development Company (OMDC)
(BSE A-Group) ejects bonus share issue
board re
Previous Current Change • Karnatak Bank boa
ka ard to mull raising of f
funds via
Company Name
Close(`) Price(`) (%) rights issue today
Bhar Forge
rat 294.25 281.75 -4.25
• Religare Finvest to raise Rs 500 crore v
e 5 via NCDs,
Lupin
n 618.95 599.20 -3.19 issue op
pens today
Bioco
on 273.60 265.50 -2.96
• Hinduja Global buy healthcare IT opera
ys ations of
Bhar Airtel
rti 261.10 253.65 -2.85
Deloitte Consulting i all-cash de
in eal
Crom
mpton Greav 108.65 105.80 -2.62
• Mawana Sugars to sell 49% sta
a ake in Siel Industrial
(BSE Mid-Cap)
E for Rs 13 crore
35
Previous Current Change • KGN Entterprises booard to mull issue of co
onvertible
Company Name
Close(`) Price(`) (%)
warrants to promo
s oters on a private placement/
Shree Global Trd 69.30 65.80 -5.05
preferen
ntial basis
Era Infra-$ 139.30 132.35 -4.99
Glody
yne Tech 97.30 92.45 -4.98
Tulip Telecom
p 73.40 69.75 -4.97
Alok Inds 11.51 10.96 -4.78
Keyno Capitals Research
ote (research
h@keynotecapitals.net) (+9122-3026
66000)

3.
India and Global Economic C
Calendar
Cou
untries / Frida
ay Monda
ay Tuesda
ay Wednesday
Reg
gions 14/Se
ep 17/Se
ep 18/Sep
p 19/Sep
p
India
a WPI Inflation
n M3 Money Su
M upply
Forex Reserves
Consumer Price NY Empire St
N tate MBA Mortgage e
US Index (MoM) and
) Manufacturin Index
M ng Current Accou
C unt Ap
pplications (S
Sep
(YoY) (Sep)
( 14
4)
NAHB Housing
N Ex
xisting Home Sales
e
Retail Sales (MoM)
Market Index
M Ch
hange (Aug)
Industrial Pr
roduction
(MoM)
Eurozone's UK's Consumer Price
U
EUR Global T
E Trade Japan BoJ Interest
Glob
bal Consumer Price In
ndex (MoM) a
and
Balance (Jul)
B Ra Decision
ate
Index (MoM) ) (Y
YoY)
Japan's Indu
J ustrial Eu Construc
uro ction
China's House Price
C e
Production (MoM) Ouutput s.a (MooM)
In
ndex
and (YoY) (Ju
ul)
Eurozone's
Employment Change
t
(YoY)
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