1.
India Morning Note
a
Mond
day, October 22, 2012
r
Dom
mestic Markets Snapshot
t V
Views on ma
arkets today
y
Nam of Index
me 18-Oct 19-Oct Change • The BSE Sensex declined 109.6 points or 0.58% to
E 62 r
Sens
sex 18,791.93 18,682.31
1 -0.58% close at 18,682.31 a
and Nifty50 dropped 34
4.45 points
CNX Nifty 5,718.70 5,684.25 -0.60% or 0.60% to close at 5,684.25 le by stocks of Power,
% t ed s
BSE Mid-cap 6,706.82 6,671.62 -0.52% Metal an Capital Goods sect
nd tors and we
eak global
BSE IT 5,715.72 5,700.37 -0.27% trends.
BSE Banks 13,307.99 13,193.05
1 -0.86%
• The rupee fell to a fresh one
e-month low at 53.97
w
FII Ac
ctivity (`Cr) versus it previous close of 53.41 on the bac of heavy
ts 1 ck
dollar de
emand from importers.
Date
e Buy Sell Net
18-O
Oct 2,427 2,299 128 • ITC rose 2.09% to c
e close at record high of Rs 297.50
17-O
Oct 2,140 2,064 76 following
g stronger-t
than-expecte
ed number
rs in the
Total Oct
l 36,957 27,204 9752 Septemb
ber quarter. Net profit rose by 21% year-on-
%
2012 YTD
2 530895 436535 94360 year to Rs 1,836Cr, h
R helped espec
cially by stro
ong growth
MF A
Activity (`Cr) in its ot
ther fast moving consu
umer goods and Agri
s
business
s.
Date
e Buy Sell Net
17-O
Oct 272 441 -169
• Among the 13 secto
t oral indices, eleven sect
tors closed
16-O
Oct 571 336 235 in negat
tive, while remaining two sectors closed in
t
Total Oct
l 5,287 6,939 -1652 positive. Top Gainers BSE FMCG up by 0.84% and BSE
s: G %
2012 YTD
2 96730 111693 -14962 CD surge by 0.43% Top Losers: BSE Powe down by
ed %. er
1.44%, BSE Metal snapped by 1.32% and BSE CG
y
Global Markets
down by 1.09%.
Index
x Latest Valu
ues Change (%)
C • Market breadth was negative a ~0.80x as investors
b s at s
DJIA 13,343.51 -1.52%
sold large cap stocks
s.
Nasd
daq 3,005.62 -2.19%
Nikke
ei 9.54
8,929 -0.81% • Asia-liste stocks f
ed fell sharply on Monday, led by
Hang Seng
g 21,575.88 0.11% modity firms, after a stee drop for
exporter and comm
rs ep
* as of 8.25AM IST
f stocks and commodities in the US and the release of
Curre
ency Snapsh
hot disappointing Japane trade dat
ese ta.
Future contract RBI • We expe
ect a weak opening fo the Indian markets
or
Latest Previous
expir on
re Reference
R following the cues f
g ian markets, however,
from the Asi
Quote Close
29/10/12 Rate
strengthening dollar against major curre
m encies and
India Rupee per $
an 53.43 52.96 53.72
positive results of TC may help it to get sup
CS pport.
India Rupee per €
an 70.34 70.39 70.17
India Rupee per £
an 86.35 86.58 86.15 Economic a
and Corporate Developm
ments
India Rupee per ¥
an 67.34 67.30 67.71
• Sebi se
ets one-year target for probe
es, warns
* NSE Exchange manipula
ator
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ote (research h@keynotecapitals.net) (+9122-3026 66000)
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2.
TOP GAINERS
G
(BSE A-Group) Buzzing Stocks
Previous Current Change
Company Name
Close(`) Price(`) (%) • Gujarat NRE Coke t raise $20mn through FCCB
to h
CRISIL 937.55 969.15 3.37%
• ONGC looks to hir RIL's ununtilised pr
re roduction
Gitan
njali Gems 381.15 393.65 3.28%
CESC
C 330.6 339.05 2.56%
s
facilities
Emam
mi-$ 516.95 529.55 2.44% • State B
Bank of India (SBI), wh
hich is dealing with
Gujarat Mnrl 208.8 213.9 2.44%
abnormal levels of NPAs at 4.9 per cent, thinks the
9
(BSE Mid-Cap)
E worst is over when it comes to asset qua
s n t ality. The
Previous Current Change
Company Name NPA position would currently stay flattis and is
d sh
Close(`) Price(`) (%)
Kirlos
skar Oil 169.4 180.5 6.55% expecte to contin
ed nue like this for the next 3-4
Enginnes
DBR REALTY 111.45 117 4.98% quarters as quantu
s um of new loans turning NPAs
Tulip Telecom
p 42.55 44.6 4.82%
seems t be comin down, sai R Venkatachalam,
to ng id
ABG Shipyard 360 375.7 4.36%
TVS Motor 40.95 42.7 4.27% deputy managing d
director and chief risk officer of
d
the bank.
TOP LOSERS
L
• Oil and Natural G
d Gas Corp (ONGC) on Sunday
(BSE A-Group)
inaugur
rated a Rs 6,060-cro
s ore facility on the
Previous Current Change
Company Name
Close(`) Price(`) (%) country’s biggest oil field to replace a massive
Exide Inds
e 162.7 148.35 -8.82% platform that was gutted in a devasta
m s ating fire
India Hotels
an 70.2 66.35 -5.48%
seven years ago, k
y killing 22 pe
eople and co
osting its
Jet Air India 372.5 354.95 -4.71%
Jain Irrigation 73.45 70.65 -3.81% then chairman Subir Raha his j
job.
Relia
ance Cap 454.95 440.4 -3.20%
(BSE Mid-Cap)
E • To cash in on the h
healthcare s
service oppo
ortunities
Previous Current Change in diab
betes mana
agement across the country,
Company Name
Close(`) Price(`) (%)
Apollo H
Hospitals En
nterprise Ltd (AHEL) is planning
d
Ecler Serv
rx 803.3 734.3 -8.59%
to set up standalo
one diabete clinics under the
es
India Hotels
an 70.2 66.35 -5.48%
HMT 47.8 45.5 -4.81% brand, Sugar Clinic, which i currently housed
is y
Jet Air India 372.5 354.95 -4.71% inside it existing h
ts hospitals.
HATH
HWAY CAB 242.85 232.9 -4.10%
Keyno Capitals Research
ote (research
h@keynotecapitals.net) (+9122-3026
66000)

3.
India and Global Economic C
Calendar
Cou
untries / Monday Tuesd
day Wednesday
W
Reg
gions 22/Oct 23/Oct 24/Oct
India
Markit Ma
anufacturing PMI
g
US Pres
sidential Deb
bate
(Oct)
Rich
hmond Fed New Hom Sales (Mo
me oM)
Mannufacturing Index (Oct)
I (Sep)
Fed Interest Rate Dec
cision
(Oct 24)
UK Nationnwide Housin ng nada Retail S
Can Sales (MoM) China HSBC Manufact
turing
Global
Prices n.s.a (YoY) (Sep
p) (Aug) PMI (Oct)
Euro Markit Manufact
turing
PMI (Oct)
Euro ECB President M
B Mario
Draghi Visits German
ny
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E
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