1. India Morning Note
Tuesday, January 29, 2013
Domestic Markets Snapshot Views on markets today
Previous Current Key benchmark indices registered small losses on the first trading day of
Name of Index Change
Close Value the week. The barometer index, BSE Sensex closed flat, off 79.32 points
Sensex 20103.53 20103.35 0.00% from the day's high and up 30.34 points from the day's low. Index
CNX Nifty 6,074.65 6,074.80 0.00% heavyweight and cigarette maker ITC rose marginally. Another index
BSE MidCap 6974.23 6975.84 0.02% heavyweight Reliance Industries (RIL) extended intraday losses in late
BSE IT 6414.26 6442.65 0.44%
trade. The market breadth, indicating the overall health of the market,
was positive.
BSE Banks 14565.06 14663.58 0.68%
FII Activity Interest rate sensitive auto stocks rose as the Reserve Bank of India
(RBI) is seen cutting its key policy rate at Third Quarter Review of
Date Buy Sell Net Monetary Policy 2012-13 on 29 January 2013. Car major Maruti Suzuki
23-Jan 3,530.40 2,715.60 814.80 India rose 0.55% to Rs 1,608.95, with the stock extending Friday's gains
22-Jan 3,512.60 2,485.50 1,027.10 by triggered by strong Q3 results. The stock hit 52-week high of Rs 1,634
in intraday trade on 28 January 2013. The company on Friday, 25
Total Jan 56,144.40 39,717.40 16,427.00
January 2013, said its net profit jumped 143.8% to Rs 501.30 crore on
2013 YTD 56,144.40 39,717.40 16,427.00
45.6% growth in net sales to Rs 10957 crore in Q3 December 2012 over
MF Activity Q3 December 2011.
Date Buy Sell Net Bank of India shed 2.51%. The state-run bank during market hours
23-Jan 435.00 651.20 -216.20 reported 12.19% growth in net profit to Rs 803.48 crore on 11.96%
increase in total income to Rs 8959.83 crore in Q3 December 2012 over
22-Jan 494.50 756.60 -262.10
Q3 December 2011.
Total Jan 9,117.60 12,124.60 -3,007.00
2013 YTD 9,117.60 12,124.60 -3,007.00 Reliance Infrastructure (RInfra) edged lower as an exceptional one-time
Global Market profit of Rs 418.34 crore on sale of shares of Reliance Power lifted the
company's bottom line in Q3 December 2012. The stock shed 2.12%.
Index Last Values Change (%) The company's consolidated net profit jumped 78% to Rs 728 crore on
DJIA 13,881.93 -0.10%
14.02% fall in total operating income to Rs 5296 crore in Q3 December
2012 over Q3 December 2011.
NASDAQ 3,154.30 +0.15%
Nikkei* 10,893.38 +0.64% Adani Ports and Special Economic Zone gained 4.98%. The company's
Hang Seng* 23,657.40 -0.06% consolidated net profit rose 12.52% to Rs 361.09 crore on 49.83%
* as of 08:15 AM IST growth in total income to Rs 1389.57 crore in Q3 December 2012 over
Currency Snapshot Q3 December 2011.
Future contract RBI Among the 13 sectoral indices, six sectors closed in negative, while
Latest Prevoius
expire on Reference remaining seven sectors closed in positive. Top Gainers BSE Realty up
Quote Close
29/1/13 Rate by 1.84%, BSE Auto gained by 1.03% and BSE Bank by 0.68%. Top
Indian Rupee Per $ 53.95 53.70 53.89 Losers: BSE Oil & Gas down by 1.14%, BSE Consumer Durables by
Indian Rupee Per € 72.52 71.57 72.51 0.69% and BSE Capitals Goods by 0.65%.
Indian Rupee Per £ 84.78 85.02 84.93
Market breadth was positive at ~1.22x as investors bought large cap
Indian Rupee Per ¥ 59.56 59.96 59.29
stocks. On provisional basis, FII bought equity of Rs7.84bn and domestic
*NSE Exchange
institutions sold equity of Rs8.64bn in cash segment.
Asian markets were trading positive today after strong US data.We
expect a positive opening for Indian markets ahead of RBI policy meet.
Economic and Corporate Developments
RBI policy meeting
India’s economic growth could fall to 5.5% this fiscal before seeing
gradual recovery next yeay:RBI
Keynote Capitals Research (research@keynotecapitals.net) (+9122-30266000)
Keynote Capital Research is also available on
Bloomberg KNTE Thomson One Analytics Reuters Knowledge, Capital IQ, TheMarkets.com and securities.com
Keynote Capitals Institutional Research - winner of "India`s Best Analyst Award 2009" by MCX-Zee Business
To unsubscribe from this mailing list,please reply to unsubscribe@keynotecapitals.net

2. India Morning Note
Tuesday, January 29, 2013
TOP GAINERS Buzzing Stocks
(BSE A-Group) Government has started roadshows in five countries, including the US,
Previous Current UK and Japan for promoting the proposed Rs 13000Cr stake sale in
Company Name Change(%)
Close( ) Price( ) power producer NTPC.
Bharat Electroni 1,241.40 1,307.70 + 5.34
Indian private sector lender Axis Bank Ltd is selling shares to raise as
Adani Ports & Speci 130.60 136.95 + 4.86
much as $1billinon.
YES Bank Ltd. 504.05 522.30 + 3.62
Multi Commodity Ex 1,364.60 1,411.55 + 3.44 Chasing number two spot in the Indian passenger vehicle market, Tata
Satyam Computer 120.65 124.35 + 3.07 Motors said it will speed up the time for introduction of new products,
apart from reorienting its dealer network towards better customer
(BSE Mid-Cap)
experience. The company launched the new Vista D90 hatchback priced
Previous Current at Rs 5.99 lakh and Rs 6.83 lakh (ex-showroom Delhi), also said its
Company Name Change(%)
Close( ) Price( ) capex for the next fiscal will be around Rs 3,000 crore.
India Infoline 79.45 84.00 5.73
Redington India 83.45 87.00 4.25 Diversified conglomerate Mercator Group said it has bagged two
Radico Khaitan 139.60 145.50 4.23 contracts worth Rs 210 crore from Paradip Port Trust in Odisha.
MCX 1,364.60 1,411.55 3.44
State-owned Engineers India said it has signed a contract to upgrade Oil
Prestige Estates 178.25 184.30 3.39
India Ltd's Naharkatiya- arauni crude oil pipeline.EIL last week signed the
TOP LOSERS engineering, Procurement and Construction Management (EPCM)
contract for implementing the project for upgrading pump
(BSE A-Group) stations/terminal of the crude pipeline, the company said in a statement
Previous Current here.
Company Name Change(%)
Close( ) Price( )
Adani Power Ltd. 63.70 60.90 -4.40 ONGC Videsh Ltd, which trumped a strong bid by arch-rival China
National Petroleum Corp to bag a stake in Kazakhstan's giant Kashagan
Jain Irrigation 77.30 74.30 -3.88
oilfield, has cleared the first hurdle when it secured approval of all the
Opto Circuits India 87.35 84.20 -3.61
partners in the project for its USD 5 billion acquisition.
Hind. Petrol 351.35 341.35 -2.85
Bank of India 364.40 355.25 -2.51
(BSE Mid-Cap)
Previous Current
Company Name Change(%)
Close( ) Price( )
Whirlpool 269.50 248.15 -7.92
Persistent Sys 562.05 522.10 -7.11
Tuni Textile 47.10 44.75 -4.99
YBRANTDIGI 61.60 58.80 -4.55
Lakshmi Mach 2,222.65 2,136.00 -3.90
Disclaimer: This report is purerly for information purpose and based on public information. News content is attributable to various media, unless specified
otherwise. All market related statistical data pertains to the immediately preceding trading day, unless stated otherwise. Neither the information nor any opinion
expressed in this report constitutes an offer, or an invitation to make an offer, to buy or sell the securities mentioned herein. We are any of our directors,
officers or employees shall not in any way be responsible for any loss arising from the use of this report. Investors are advised to apply their own judgment
before acting on the contents of this report. The report has not been edited due to time constraints.