- The key Indian stock market indices gained modestly led by stocks in the realty, healthcare and power sectors. SBI and HDFC Bank rose 0.5-1% on hopes of strong loan demand during the festive season. - Asian stocks were cautious following uncertainties around the US presidential election results. The Indian markets are expected to open cautiously, tracking cues from Asian markets. - The Environment Ministry issued a notice to ONGC asking it to decommission an abandoned pipeline responsible for an oil leak in Tamil Nadu affecting marine and agricultural areas.

1.
India Morning Note
a
Wedn
nesday, November 07, 2012
2
Dom
mestic Markets Snapshot
t
V
Views on ma
arkets today
y
Nam of Index
me 5-Nov 6-Nov Change • The BSE Sensex gain
ned 54.51 po
oints or 0.29 to close
9%
Sens
sex 18,762.87 18,817.38
1 0.29%
at 18,817.38 and Nif
fty50 gained 20.20 point or 0.35%
ts
CNX Nifty 5,704.20 5,724.40 0.35%
to close at 5724.40 led by stoc
cks of Realt HC and
ty,
BSE Mid-cap 6,628.44 6,665.32 0.56%
BSE IT 5,779.77 5,779.23 -0.01% strong qu
uarterly num
mbers from C
Cipla
BSE Banks 13,177.11 13,255.89
1 0.60%
• SBI and HDFC Bank gained in the 0.5-1% range on
k %
FII Ac
ctivity (`Cr) hopes of robust loan demand during festive s
f season.
Buy Sell Net
• Among the thirteen sectoral indices, thre sectors
n ee
D v
5-No 1,363 950 413 closed in negative, w
n while remain
ning ten sect
tors closed
2-Nov 2,726 1,945 782 in positiv Top Gain
ve. ners: BSE Re
ealty up by 2
2.05%, BSE
Total Nov
l 6,227 4,615 1611 HC surge 0.95% and BSE power gained by 0.71%.Top
ed
2012 YTD
2 555208 458716 96492
Losers: B
BSE Auto down by 0.51% BSE CG d
%, declined by
MF A
Activity (`Cr) 0.21% an BSE IT do
nd own by 0.01%
%
Date
e Buy Sell Net
• Market b
breadth was positive at ~1.15x as investors
s t s
5-Nov 316 406 -89 bought large cap s
stocks. On provisional basis, FII
2-Nov 525 513 12 bought equity of `1.74bn and domestic i
institutions
Total Nov
l 1,242 1,248 -5 sold equity of `2.21b in cash se
bn egment.
2012 YTD
2 101477 117333 -15864
• Asian sto utious and fl today following the
ocks are cau lat
Global Markets
uncertain
nties of US P
President ele
ection.
Index
x Latest Valu
ues Change (%)
C
• We expe Indian markets to op
ect pen cautious and trade
DJIA 13,245.68 1.02%
Nasd
daq 3,011.93 0.41% range-bo
ound, track
king the cu
ues from the Asian
Nikke
ei 8,965.17 -0.11% markets.
.
Hang Seng
g 21,824
4.53 -0.55%
* as of 8.25AM IST
f
Economic and Corporate Developm
a ments
Curre
ency Snapsh
hot • After having carried out the fir phase of cable TV
d rst f
Future contract RBI digitisation in Del
lhi, Mumba
ai and Kol
lkata, the
Latest Previous
expir on
re Reference
R Information and Bro
oadcasting m
ministry toda charted
ay
Quote Close
27/11/12 Rate
India Rupee per $
an 54.72 54.89 54.60 out plans for its implementation in 38 cities that come
s
India Rupee per €
an 69.93 70.18 69.86 under ph
hase II.
India Rupee per £
an 87.34 87.60 87.31
India Rupee per ¥
an 68.12 68.31 68.19
* NSE Exchange
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2.
TOP GAINERS
G
(BSE A-Group)
Buzzing St
tocks
Previous Current Change
Company Name
Close(`) Price(`) (%) • Worried over the impact on marine lives and
n
J&K Bank
B 1214.85 1309.7 7.81%
agricultu due to re
ure ecent inciden of crude oil leak in
nts
HDIL
L 100 105.9 5.90%
two villages of Nagapattinam in Tamil N
Nadu, the
Eiche Motors
er 2405.95 2541.9 5.65%
Environm
ment Ministr has decid
ry ded to issue notice to
Adan Ports
ni 127.5 134.6 5.57%
ONGC asking it to decommis
a o ssion an ab
bandoned
Apoll Hosp
lo 782.4 821 4.93%
pipeline responsible for oil leak.
(BSE Mid-Cap)
E
Previous Current Change
• Bharti A
Airtel, Idea, V
Vodafone, V
Videocon and Telenor-
d
Company Name
Close(`) Price(`) (%) promote Telewings are the five companies that will
ed s s
Amara Raja 223.55 258.3 15.54% compete for the GSM spectrum in 1800 Mh band in
e hz
Amte India-$
ek 95.75 104.7 9.35% the auc
ction slated to begin on Novem
d mber 12,
J&K Bank
B 1214.85 1309.7 7.81% accordin to the Department of Telecom.
ng
Anan Raj Inds-$
nt 79.2 84.7 6.94%
HDIL
L 100 105.9 5.90% • Coal Ind
dia's new mo
odel Fuel Sup
pply Agreem
ment (FSA)
for powe companie has not r
er es really been w
welcomed
TOP LOSERS
L with ope hands. C chairman S Narsing Rao says
en CIL n
(BSE A-Group) there ar not any su
re ubstantial va
ariations bet
tween the
Previous Current Change public sector version and the p
private secto version,
or
Company Name
Close(`) Price(`) (%) but a c lauses relating to, for example,
couple of cl
Volta
as 117.2 113.75 -2.94% guarantee and security deposit.
JUBL FOOD 1313.85 1282.15 -2.41%
IDFC 166.35 162.55 -2.28%
• Tata St
teel will co
ontest the R 6,000 c
Rs crore fine
Astra
azeneca 1553.45 1520.7 -2.11% ompany by Odisha government
imposed on the co
d
Phar
Hindalco Inds 114.7 112.55 -1.87% over alle
eged violatio of mining norms in the state.
on e
(BSE Mid-Cap)
E • The Emp
powered Gro
oup of Minist
ters on disin
nvestment
Previous Current Change tomorrow will decide on the pric band for o
e ce offloading
Company Name
Close(`) Price(`) (%) 12.5 per cent gover
r rnment equit in aluminium major
ty
Tuni Textile 268.75 242 -9.95% Nalco.
Godf
frey Phil 3346.85 3200 -4.39%
JUBIL
LANT 227.4 218.45 -3.94%
• SKS Microfinance raised Rs 200 crore by selling loans
D B CORP
C 218.7 211.25 -3.41%
3M In
ndia 3850 3725 -3.25% te-run bank t
to a stat through a se
ecuritisation deal.T
Keyno Capitals Research
ote (research
h@keynotecapitals.net) (+9122-3026
66000)

3.
India and Global Economic C
Calendar
Cou
untries / Wednesday
W Thursd
day Friday
Reg
gions 07/Nov 08/No
ov 09/Nov
India Indian FX Reserves, U
X USD
US Bankruptc Filings (Yo
cy oY) Con
ntinuing Joble Claims
ess Import Pr
rice Index (M
MoM)
Michigan Consumer
10-Year Note Auction Trade Balance
Sentimen
nt
30-Y
Year Bond A
Auction
Japan Core Machinery
y
Global Euro Interest Ra Decision
ate Chinese R
Retail Sales (YoY)
Orders (MoM)
ECB Press Conference
s e UK CB Leading Index (MoM)
Euro Retail Sales (MoM
M)
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mer: This repo is purely for informatio purpose an is based on public infor
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