- The key Indian stock indices rose, with the Sensex up 1.75% and Nifty up 1.70%, led by gains in realty, banking, auto and metals stocks on hopes of economic reforms. - Asian markets opened higher tracking overnight gains on Wall Street after positive US economic data. - The market is expected to have a positive opening today on hopes the government will push through economic reforms and manage to gain votes in parliament on the food security bill. However, caution is expected ahead of the GDP announcement.

1.
India Morning Note
a
Friday Novembe 30, 2012
y, er
Dom
mestic Markets Snapshot
t V
Views on ma
arkets today
y
Nam of Index
me 27-Nov 29-Nov Change
• The BSE Sensex su
E urged 328.83 points or 1.75% to
Sens
sex 18,842.08 19,170.91
1 1.75% close at 19,170.91 a
and Nifty50 gained 97.55 points or
g 5
CNX Nifty 5,727.45 5,825.00 1.70% 1.70% to close at 5
o 5,825.00 led by stocks of Realty,
d
BSE Mid-cap 6,741.84 6,827.02 1.26% Banks, AAuto and opttimism that government will push
BSE IT 5,876.78 5,855.86 -0.36% through economic reeform initiativ
ves.
BSE Banks 13,381.03 13,750.98
1 2.76%
• PVR Ltd rallied 7% after its board app
d % proved the
FII Ac
ctivity (`Cr) purchase of entire promoter’s sh
e hares in Cine
emax India
Date
e Buy Sell Net at price o Rs203.65 per share.
of
27-Nov 3,948 2,779 1169 • Goldman Sachs raised India to 'overweight' from
n
26-Nov 1,554 1,346 208 'market-weight', citing growth r
recovery an inflation
nd
Total Nov
l 41,600 34,282 7318 moderation ahead. The inves stment bank pegged
2012 YTD
2 590581 488383 102199 Decembe 2013 Nifty target at 6,600 points.
er y 6
MF A
Activity (`Cr) • Among the 13 secto
t oral indices, two sectors closed in
s
Date
e Buy Sell Net negative while rem
e, maining elev
ven sectors closed in
26-Nov 274 483 -209 positive. Top Gainer BSE Realty up by 3.38%, BSE
rs:
23-Nov 352 335 18 Bankex g gained by 2.76%, BSE Auto surged by 2.08%.
A
Total Nov
l 6,299 7,572 -1273 Top Loseers: BSE IT down by 0.36 and BSE T
6% Teck down
2012 YTD
2 106534 123658 -17132
by 0.05%%.
Global Markets • Market b
breadth was positive at ~1.33x as investors
s t s
bought large cap s stocks. On provisional basis, FII
Latest Valu
ues Change (%)
C
bought equity of `1
e 15.80bn and domestic i
d institutions
DJIA 13,021.82 0.28%
sold equity of `8.96b in cash se
bn egment.
Nasd
daq 3,012.03 0.68%
Nikke
ei 9,483.49 0.88% • Asian markets are up today after the investor
m e y, e
Hang Seng
g 22,061.68 0.63% sentimen boosted on the US ec
nts conomic data
a.
* as of 8.25AM IST
f • We expe a positiv opening f the India markets
ect ve for an
Curre
ency Snapsh
hot today, on the back of improved confidence after the
d e
Future contract RBI governm ment stated t
that it would manage to gain votes
Latest Previous
expir on
re Reference
R in Parliament on FD in retail. However, a caution is
DI
Quote Close
27/12/12 Rate expected ahead of the GDP announcement to be
d f
India Rupee per $
an 55.12 55.74 55.20
slated to
oday.
India Rupee per €
an 71.48 72.06 71.47
India Rupee per £
an 88.15 89.19 88.38 Economic and Corporate Developm
a ments
India Rupee per ¥
an 67.08 67.85 67.20 • The Prim Minister-appointed Rangarajan C
me R Committee
* NSE Exchange is likely to present in the first week of Dec
cember its
report on changes in the presen regime governing oil
n n nt
and gas exploration contracts as well as gas pricing.
s
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2.
TOP GAINERS
G Buzzing St
tocks
(BSE A-Group)
• REC to raise Rs 450 cr via bond issue, iss
00 sue opens
Previous Current Change
Company Name
Close(`) Price(`) (%) 3, close Dec 10
India
abulls Fin 229.1 253.4 10.61%
Suzlo Energy
on 17.05 18.55 8.80% • Ranbaxy recall of Lipitor imp
y’s f pacts 41 lot due to
ts
Unite
ech 29.45 32 8.66%
potentia presence o foreign substance
al of
Opto Circuits
o 98.25 104.85 6.72%
IRB Infra 126.15 134.1 6.30%
• Tata Ste in fray to buy 2 Arce
eel o elor Mittal fu
urnaces in
(BSE Mid-Cap)
E
France
Previous Current Change
Company Name
Close(`) Price(`) (%) • Lanco In
nfra ’s Austr
ralian arm to gain Rs 87 cr from
o 70
Tata Teleservice 11.3 12.78 13.10%
India
abulls Fin 229.1 253.4 10.61% new coa supply dea
al al
Kans Nerolac
sai 1000 1105 10.50%
• Rohit Fe
erro Tech has allotted 3.35cr shar
res at Rs.
Wyet
th 872.75 957 9.65%
Suzlo Energy
on 17.05 18.55 8.80% 60/sh on preferentia basis
n al
TOP LOSERS
L
• PVR ac
cquired promoters' sta
ake in Cine
emax for
(BSE A-Group)
Rs203.6 per share. The compa
65 any put an o
open offer
Previous Current Change
Company Name
Close(`) Price(`) (%) to buy 26% of min
nority share holders at the same
Apoll Hosp
lo 874.9 805.35 -7.95%
price.
NHPC
C 23.35 22.5 -3.64%
Adan Ports
ni 129.3 125.4 -3.02%
Mpha
asis 399.4 387.8 -2.90%
Crom
mpton Greav 116.3 113.05 -2.79%
(BSE Mid-Cap)
E
Previous Current Change
Company Name
Close(`) Price(`) (%)
Apoll Hosp
lo 874.9 805.35 -7.95%
Tuni Textile 217.6 202.4 -6.99%
Monn Ispat Ene
net 274.25 256.55 -6.45%
Shree Global Trd 33.45 31.8 -4.93%
Spice
ejet 44.75 42.7 -4.58%
Scrip Wise Gross Deliverable Position of BSE
es
Deliv
verables Qty to
t
Scrip Name Closing Price (`)
e % Cha
ange Deliv
verable Turnov
ver Turno
over (000)
tra
aded Qty (%)
Apollo Hosp
o 80
05.35 -7.95% 49.83
4 2,055,0
098.57 41,59,725.50
TATAM
MOTORS-
16
61.05 0.88% 94.58 410,6
631.12 4,34,501.28
DVR-A
A-ORDY
ICICI Bank
B 108
81.75 4.59% 53.56 291,6
688.48 5,34,005.40
Bharti Airtel 33
30.15 1.10% 61.91 259,4
425.60 4,16,801.00
HDFC 82
21.00 2.96% 66.11 249,3
356.58 3,75,981.74
Keyno Capitals Research
ote (research
h@keynotecapitals.net) (+9122-3026
66000)

3.
India and Global Economic C
Calendar
Countries /
C Friday Monday Tuesday
Regions 30/Nov 03/De
ec 04/Dec
Gross Domestic Product
D
India
Quarteerly (YoY) (Q
Q4)
Bank Loan Growth (No 11)
n ov
FX Reserv
ves, USD (No 25)
ov
Core Personal Consum mption
arkit Manufacturing PMI
Ma
US Expenditture - Price Index
(Nov
v)
(M
MoM) (Oct)
Chicago Purchasin ng Construction Spending
C
Manage ers' Index (N
Nov) (MoM) ((Oct)
UK Inflation Repo
ort UK BR Retail Sales
RC
Global U 10-y Bond Auction
UK
Hearings Monitor - All (YoY) (
r (Nov)
Euro Une
employment Rate C
China Real Reetail Sales Euro Pro
oducer Price Index
(Oct) (YoY) (O
Oct) (M
MoM) (Oct)
Germany Bundestag vote
y
on Greek aid
n
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