1.
India Morning Note
a
Friday October 2 2012
y, 26,
Dom
mestic Markets Snapshot
t V
Views on ma
arkets today
y
• The BSE Sensex gainned 48.61 po
oints or 0.26 to close
6%
Nam of Index
me 23-Oct 25-Oct Change
at 18,7558.63 and Nifty50 sur rged 13.90 points or
Sens
sex 18,710.02 18,758.63
1 0.26% 0.24% to close at 5,705.30 le by stocks of Auto,
ed s
CNX Nifty 5,691.40 5,705.30 0.24% Capital G
Goods and Ba
anks sectors
s.
BSE Mid-cap 6,649.09 6,659.20 0.15% • The expi of Octobe derivative contracts at the end
iry er es
BSE IT 5,697.59 5,691.82 -0.10% of the session pro oved less vvolatility, as investors
focused on earnings and on hopes for cut in interest
s
BSE Banks 13,293.56 13,340.14
1 0.35%
rates at the Reserve Bank of In
e ndia's policy review on
FII Ac
ctivity (`Cr) Tuesday
• M&M wa the top g
as gainer from the BSE Se
ensex. The
Date
e Buy Sell Net company reported 2
y 22.3% jump in standalo
one PAT at
23-O
Oct 2,319 1,893 427
Rs 901.8 for the quarter ended Septembe 30, 2012
8Cr er
on the ba of good sales
ack
22-O
Oct 1,920 1,588 332
• Among t the 13 sectoral indices, e
eight sectors closed in
Total Oct
l 43,460 32,815 10645
negative while remaining fiv
e, ve sectors closed in
2012 YTD
2 537399 442146 95253 positive. Top Gainers: BSE Auto up by 0.58% BSE CG
%,
gained 0 0.35% and BSE Banke up by 0.35%. Top
ex
MF A
Activity (`Cr) Losers: BBSE Realty d
down by 1.3 35%, BSE HC snapped
C
by 0.35% and BSE Te down by 0.21%.
% eck y
Date
e Buy Sell Net
• Market breadth was negative a ~0.83x as investors
b s at s
22-O
Oct 297 495 -198
sold larg cap stocks. On prov
ge visional basi FII sold
is,
22-O
Oct 297 495 -198 equity o `5.5bn a
of and domestic institutions bought
Total Oct
l 6,537 8,418 -1881 equity of `0.34bn in cash segment.
f
2012 YTD
2 97980 113171 -15191 • Asia stoc dropped today, as te
cks echnology firms taking
a hit aft
ter Apple Inc released weaker-than
c. n-expected
Global Markets results o
overnight, w
while some earnings in Asia also
worked to weigh dow markets.
t wn
Index
x Latest Valu
ues Change (%)
C
• We expe a cautiou opening for the India markets
ect us f an
DJIA 13,103.68 0.20% on acc count of negative global equities and
g
Nasd
daq 2,986
6.12 0.15% expectat
tions ahead of RBI's rate cut decisio on 30th
e on
Nikke
ei 9,042.36 -0.14% October.
Hang Seng
g 21,702.70 -0.49% Economic a
and Corporate Developm
ments
* as of 8.25AM IST
f
• Faced with subbdued manufacturing
g sector
Curre
ency Snapsh
hot
performa
ance, Prim me Ministerr's key a advisor C
Rangarajjan lowered the growt projectio for the
d th on
Future contract RBI current fiscal to 6 per cent from 6.7 per cent
Latest Previous
expir on
re Reference
R
Quote Close estimate
ed earlier. "The disturbing
d area is
29/10/12 Rate
manufaccturing, ther refore one may have to revise
India Rupee per $
an 53.63 53.81 53.63 estimate downward
es ds.
India Rupee per €
an 69.72 69.94 69.75
• A majori ity of India Inc have litttle expectations from
India Rupee per £
an 86.58 85.99 86.18 RBI's seecond quart ter moneta ary policy r review on
India Rupee per ¥
an 66.89 67.36 66.91 October 30 given the macro- -fundamentaals of the
economy with 53 pe
y, ercent not fo
orseeing any reduction
y
* NSE Exchange in the po
olicy rate, says a survey.
Keyno Capitals Research
ote (research h@keynotecapitals.net) (+9122-3026 66000)
Keyno Capitals R
ote Research is also available on
Bloom
mberg KNTE <GO>, Thom mson One Ana alytics, Reute Knowledge, Capital IQ, TheMarkets.com and sec
ers , curities.com
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onal Research - winner of “India’s Best IPO Analyst Award 2009” by MCX-Zee Business
h t ” e
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2.
TOP GAINERS
G Buzzing Stocks
(BSE A-Group) • HMT is eyeing a tu
urnover of Rs 1,000 cro
R ore in the
Previous Current Change next five years and plans to fora into aeros
e ay space and
Company Name
Close(`) Price(`) (%)
Orien
ntal Bank 293.7 314.4 7.05% manufac
cture of weapons and mi
issile compo
onents.
India
abulls Fin 242.15 253.6 4.73% • The cabinet approve a proposa on Thursd
ed al day to sell
Bajaj Finserv
j 882.6 921.6 4.42%
a 10 percent stake in the state
e-run NMDC Ltd via a
Yes Bank
B 399.35 416.5 4.29%
Mahindra & Mahi 827.8 857.55 3.59% ale, Heavy In
share sa ndustries Min
nister Praful Patel told
(BSE Mid-Cap)
E reporter
rs.
Previous Current Change • CESC will acquire
w 49.5% eq
quity in FirstSource
Company Name
Close(`) Price(`) (%)
Solutions for Rs 280 crore.CESC is schedule to buy
0 C ed
Orien
ntal Bank 293.7 314.4 7.05%
Tuni Textile 220.45 235 6.60%
5% each from three
t FirstS
Source sha
areholders
Jyoth Lab
hy 168.6 178.95 6.14% including ICICI, Tem
g masek and Fidelity. Th
hereafter,
Nava Bharat Ve
a 176.05 186.85 6.13% CESC would provide an open o
e offer at Rs 1
12.10 per
India
abulls Fin 242.15 253.6 4.73%
share.
TOP LOSERS
L • Kotak Mahindra Ban could see a deteriorat
nk tion in the
(BSE A-Group) credit quality of its retail loan book, going forward,
g
Previous Current Change its chief financial off
ficer said.
Company Name
Close(`) Price(`) (%)
• JK Pape formed a joint venture with Ja
er apan's Oji
IRB Infra 141.2 119.05 -15.69%
Have India
ells 647.3 620.3 -4.17% Holdings Corporatio and Maru
s on ubeni Corporation for
Sun T Network
TV 355.95 343.65 -3.46% manufac
cturing and
d sales of
f corrugate
ed paper
Ober Realty
roi 279.05 269.55 -3.40%
products with plans to invest Rs 150 crore on a new
s s
Unite Spirits
ed 1264.45 1224.8 -3.14%
plant in Rajasthan.
(BSE Mid-Cap)
E
• Congres MP Navee Jindal has filed a crim
ss en s minal case
Previous Current Change
Company Name
Close(`) Price(`) (%) against Zee TV fo a sting operation a
or about his
IRB Infra 141.2 119.05 -15.69%
company's alleged involvement in the scam-tainted
t
Shipp
ping Corp 54.25 50.85 -6.27%
Shree Global Trd 53.9 50.75 -5.84% ock allocatio
coal blo ons. Jindal alleged that he was
a t
Bajaj Elect-$
j 225.35 213.05 -5.46% asked fo cash to sto the negat
or op tive story on him.
Tulip Telecom
p 40.4 38.4 -4.95%
• SpiceJet is in talks t place a $2
to 2.7-3.6 billio aircraft
on
order with Boeing, according to news rep
w t ports. The
airline may order 30-40 737 MA aircraft, each one
m AX
costing a
around USD 90 million.
Keyno Capitals Research
ote (research
h@keynotecapitals.net) (+9122-3026
66000)

3.
India and Global Economic C
Calendar
Cou
untries / Friday Mond
day Tuesday
Reg
gions 26/Oct 29/Oct 30/Oct
India
Cor Personal Consumption
re C n
Gross Dom
mestic Produ
uct S&P/Case e-Shiller Hom
me
US Exp
penditure - Prices Index
Annualized (Q3) Price Indi
ices (YoY) (A
Aug)
(YoY (Sep)
Y)
Gross Dommestic Purch
hases
Consume Confidence (Oct)
er e
Price Inde (Q3)
ex
Reuters/M
Michigan
Consumer Sentiment Index
r
(Oct)
Spain Une
employment Japan Vehhicle Production
Global UK Consumer Credit (Sep)
C
Survey (Q
Q3) (YoY) (Sep)
Spain Gro Domestic
oss c
Gre
eece Produce Price
er
Product - Estimated (QoQ)
Inde (YoY) (Sep)
ex
(Q3)
Japa Unemploy
an yment Rate Euro Consumer Confidence
(Sep) (Oct)
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