1.
India Morning Note
a
Mond
day, September 17, 2012
Dom
mestic Markets Snapshot
t V
Views on ma
arkets today
y
• Rising fo the eight s
or straight day, the Sensex on Friday
x
Nam of Index
me Sept 13 Sept 14 Change (%)
up 443 points to clo
p ose at 18,46
64.27, a fres 7-month
sh
Sens
sex 18,021.16 18,464.27
1 2.46%
high, af fter investo
ors cheered the gov vernment’s
CNX Nifty 5,435.35 5,577.65 2.62% decision to hike dies prices an US Federal Reserve
sel nd
BSE Mid-cap 6,190.20 6,244.90 0.88% approved a new stim
d mulus plan.
BSE IT 6,118.94 6,203.68 1.38%
• As the day progresse stocks built on the m
ed, momentum
BSE Banks 11,703.70 12,188.84
1 4.15% hares of the 30-share Se
as 24 sh ensex rose. G
Gains were
FII Ac
ctivity (`Cr) led by Jindal Steel a
and Hindalco which rose over 8 %
o e
each. RIL, SBI and ICICI Bank rose around 5% each
d
Date
e Buy Sell Net helping Sensex rise 443.11 points the bigg gest single
day gain clocked in 2
2012.
13-Se
ep 1,993 1,585 408
12-Se
ep 1,978 1,398 580 • Market bbreadth was positive a ~1.1x as investors
s at s
Total Sept
l 17,728 14,697 3031 bought large cap s stocks. On provisional basis, FIIs
bought equity of `2
e 28.3bn while domestic i
e institutions
2012 YTD
2 440007 373964 66043
sold equity of `6.88b in cash se
bn egment.
MF A
Activity (`Cr)
• Asian markets slipped on Mond day, after tr
raders and
investors to choose p
s profit taking from the sto
ocks.
Date
e Buy Sell Net
10-Se
ep 275 428 -153 • We expe a positiv opening for the India markets
ect ve f an
07-Se
ep 749 354 395 today, ffollowing the recent re
e eform annou uncements
from the Governme
e ent on FDI i retail and aviation,
in d
Total Sept
l 2,193 2,413 -219
diesel price hike a
p and expecta ations built on RBI's
2012 YTD
2 83880 93533 -9652
decision over the interest rate.
Global Markets
Economic and Corporate Developm
a ments
Index
x Latest Values
t Change (%)
DJIA 13
3,593.40 0.40% • Governm
ment approve
es
NASD
DAQ 3,183.95
3 0.89% • 51% FDI in multi-brand retail
Nikke *
ei 9,159.3 1.83%
• 49% FDI by aviation
Hang Seng *
g 20
0,600.50 -0.14%
* as of 8.25AM IST
f • 74% FDI allowed in b
broadcast carriage servic
ces
Curre
ency Snapsh
hot • FDI in po
ower exchanges
• Disinvesttment of five PSUs: Hind
dustan Copp
per, MMTC,
Future contract RBI
Latest Previous Oil India, NALCO and RITES
, d
expir on
re Reference
R
Quote Close
29/08/12 Rate • Rejects disinvestmen in Neyveli Lignite
d nt
India Rupee per $
an 53.99 54.93 54.72
India Rupee per €
an 70.77 71.41 71.34
India Rupee per £
an 87.50 88.78 88.60
India Rupee per ¥
an 68.99 70.74 70.55
* NSE Exchange
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2.
TOP GAINERS
G Buzzing Stocks
(BSE A-Group)
• Oil mar rketing commpanies' (O OMC) hike premium
Previous Current Change
Company Name petrol, diesel, ATF pr
d rices w.e.f. September 1
S 15
Close(`) Price(`) (%)
Jinda Steel
al 342.05 372.25 8.83 • Bayer Corp’s appeal for stay on compulsor license
n ry
Hindalco Inds 109.35 118.10 8.00 to Natco Pharma rejected
o
DLF 201.70 216.80 7.49 • Deccan Chargers (a part of Deccan Chronicle
f
Essar Oil 48.35 51.95 7.45 Holdings terminated, Board of Control for C
s) Cricket in
CCI) to float new team
India (BC
IB Re Est
eal 45.85 49.05 6.98
• Minister panel rev
rial views status of seven coa blocks
al
(BSE Mid-Cap)
E • M&M cla aims victory in legal pro
y oceedings in England
n
Previous Current Change over its estranged U distributor Global Vehicles
US r
Company Name
Close(`) Price(`) (%) • Coal Inndia may t 000 crore hit if it
take Rs 30
Anan Raj Inds
nt 44.60 48.65 9.08
implemeents the proposal for po pricing m
ool mooted by
Punja & Sind Bk
ab 60.95 66.25 8.70
Central Electricity Au
uthority
Essar Oil 48.35 51.95 7.45
Sadb
bhav Engr 130.40 139.75 7.17
IB Re Est
eal 45.85 49.05 6.98
TOP LOSERS
L
(BSE A-Group)
Previous Current Change
Company Name
Close(`) Price(`) (%)
Glenmark Pharm 434.45 415.95 -4.26
Lupin
n 599.20 575.20 -4.01
Opto Circuits
o 138.10 133.10 -3.62
Maric
co 204.70 198.00 -3.27
Unite Brew
ed 623.80 606.05 -2.85
(BSE Mid-Cap)
E
Previous Current Change
Company Name
Close(`) Price(`) (%)
Glody
yne Tech 92.45 87.85 -4.98
Tulip Telecom
p 69.75 66.30 -4.95
Glenmark Pharm 434.45 415.95 -4.26
Frese
enius Kabi 92.90 89.05 -4.14
Pfizer 1326.75 1272.10 -4.12
Keyno Capitals Research
ote (research
h@keynotecapitals.net) (+9122-3026
66000)

3.
India and Global Economic C
Calendar
Cou
untries / Monday Tues
sday Wednesday
y
Reg
gions 17/Sep 18/
/Sep 19/Sep
India
a RBI policy M Money Supply
M3
NY Emp
pire State MBA Mo ortgage Appl
lications
US Current Accou
unt
Manufac
cturing Index (Sep)
x (Sep 144)
NAAHB Housing Market
g Existing Home Sales
g s
In
ndex Change (Aug)
e
EUR Glo
obal Trade Balance UK's Consume Price Inde
er ex Japan BoJ Interest R
Rate
Glob
bal
(Jul) (M
MoM) and (Yo
oY) Decision
n
onstruction O
Euro Co Output
China's House Price Index
e x
s.a (MoM (Jul)
M)
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