1.
India Morning Note
a
Tuesd
day, December 04, 2012
2
Dom
mestic Markets Snapshot
t V
Views on ma
arkets today
y
Nam of Index
me 30-Nov 3-Dec Change • The BSE Sensex de
E eclined 34.58 points or 0.18% to
Sens
sex 19,339.90 19,305.32
1 -0.18% close at 19,305.32 and Nifty50 down 8.90 points or
0 0
CNX Nifty 5,879.85 5,870.95 -0.15% 0.15% to close at 5
o 5,870.95 led by stocks of Banks,
d
FMCG an profit-tak
nd king on worries over pa arliament’s
BSE Mid-cap 6,901.99 6,985.48 1.21%
impendin vote on FDI in multi-b
ng brand retail.
BSE IT 5,888.42 5,891.00 0.04%
• MphasiS surged 3.22% to clo ose at `40 00.90. The
BSE Banks 13,951.88 13,895.42
1 -0.40%
company announced a definitive agreement to acquire
y d e
FII Ac
ctivity (`Cr) Orlando, Florida, USS-based Digital Risk LLC which is
C,
one of the largest independe
t ent provider of risk,
rs
Date
e Buy Sell Net complian nsaction management solutions to
nce and tran
30-Nov 8,459 6,799 1660 the Unite States mortgage mar
ed rket. The acq
quisition is
29-Nov 7,351 5,362 1989 an all cash deal valued at $175 m
million.
Total Nov
l 57,409 46,442 10967 • Jet Airw
ways surged 5.2% afte a repor in Mint
d er rt
2012 YTD
2 606391 500543 105848 newspapper said the airline will soon seek regulatory
approval to tweak it ownership pattern to facilitate a
l ts p
MF A
Activity (`Cr) stake sale to Etihad A
Airways.
Date
e Buy Sell Net • Maruti S
Suzuki India Ltd gained 1.1% after November
30-Nov 660 1,192 -532 sales gre 12.5% on year to 103
ew n 3,200 units.
29-Nov 687 1,092 -405
• Among the 13 sectoral indices, three sectors closed in
t t
Total Nov
l 8,249 10,646 -2397 negative while remaining te
e, en sectors closed in
2012 YTD
2 108483 126731 -18256 positive. Top Gainer BSE Realty up by 1.35%, BSE
rs:
Metal gaained by 0.80%, BSE Power surged by 0.65%.
Global Markets Top Losers: BSE Ba ankex down by 0.40% and BSE
n %
Latest Valu
ues Change (%)
C FMCG do own by 0.34%
%.
DJIA 12,965.60 -0.46% • Market b
breadth was positive at ~1.33x as investors
s t s
Nasd
daq 3,010
0.24 -0.06% bought large cap s stocks. On provisional basis, FII
Nikke
ei 9,420
0.26 -0.40% bought equity of `3 3.03bn and domestic i institutions
Hang Seng
g 21,744
4.03 -0.11% sold equity of `3.36b in cash se
bn egment.
* as of 8.25AM IST
f • Asia’s m
major indices dropped a
s after investo
ors worried
on weak global manuufacturing da
ata.
Curre
ency Snapsh
hot
Future contract RBI • We expe a cautiou opening for the India markets
ect us f an
Latest Previous today, as investors may keep their eye on the
a s p es
expir on
re Reference
R
Quote Close discussio
ons and vo oting over FDI in reta in the
ail
27/12/12 Rate
India Rupee per $
an 54.92 54.90 54.56 Parliame
entary sessio today and tomorrow.
ons
India Rupee per €
an 71.60 71.49 71.08 Economic and Corporate Developm
a ments
India Rupee per £
an 88.25 88.30 87.46
• India's so
overeign rating could be cut if the go
e overnment
India Rupee per ¥
an 66.84 66.94 66.27 loosens fiscal policy in the runu to electio
up ons due by
* NSE Exchange 2014 or sees a prolonged slowdown in economic
r
growth, rratings agen Fitch war
ncy rned.
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ote (research h@keynotecapitals.net) (+9122-3026 66000)
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ote Research is also available on
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2.
TOP GAINERS
G Buzzing St
tocks
(BSE A-Group) • ONGC b
board to me eet on Dece
ember 21 to consider
o
Previous Current Change paymen of interim dividend
nt
Company Name
Close(`) Price(`) (%)
• International Paper in talks to buy promoter’s
r
Video
ocon Inds 212.8 238.8 12.22%
majority stake in W
y West Coast Paper (deal valued at
P
CRISIL 960.95 1060.75 10.39%
Rs 1200 crore)
0
Panta
aloon Retl 210.45 230.75 9.65%
Adan Enter
ni 239.8 259.35 8.15% • Jet Airwa
ays may rai
ise Rs 1600 crore from s
stake sale
Jain Irrigation 67.75 71.75 5.90% to Etihad
d
(BSE Mid-Cap)
E • L&T plans Rs 5000 crore hous
0 sing project in Powai
Previous Current Change campus
Company Name
Close(`) Price(`) (%)
INDIA POWER
AB 12.66 14.28 12.80% • Hotel Leela
L looks to raise Rs 2500 crore via
Video
ocon Inds 212.8 238.8 12.22% divestment in the ne 2 years
ext
CRISIL 960.95 1060.75 10.39% • Muthoot Finance lo
t ooking to ra
aise Rs 500 crore via
Panta
aloon Retl 210.45 230.75 9.65% NCDs in next 2 months
City Union Bank 52.05 55.85 7.30%
• IOC cut aviation t
ts turbine fuel price by Rs 695.14/kl
TOP LOSERS
L in 4 met
tros w.e.f De
ecember 1
(BSE A-Group)
• Lanco Infratech to supply 300 mw p
power to
Previous Current Change tion companies in MP
distribut
Company Name
Close(`) Price(`) (%)
Tata Comm 238.55 229.75 -3.69% • Aban Of ffshore shar
reholders ok
kay raising funds via
HDFC Bank
C 703.65 687 -2.37% QIP issue
Gitan
njali Gems 492.5 481 -2.34% • Pipavav Defence to issue 2.45 crore shares to SAAB
o s
Dish TV India 78.45 76.65 -2.29% AB for an undisclose sum on pr
ed referential basis
IDFC 173.05 169.35 -2.14%
• McNally Bharat boa
ard to consider issuance of non-
(BSE Mid-Cap)
E
converti mable preference shares to non-
ible redeem s
Previous Current Change promoteer
Company Name
Close(`) Price(`) (%)
Blue Circle 68.25 64.05 -6.15% • Police books JSW St teel for negligence after collapse
SANO
OFI 2300.05 2213.1 -3.78% of two f
floors of thre
ee-storey Vic
ctoria House in Lower
e
Edelw
weiss Financ 36.2 34.85 -3.73% Parel
Tata Comm 238.55 229.75 -3.69%
• NHC Fo oods board to consider raising f
d funds via
3M In
ndia 4136.3 4024.25 -2.71%
preferen
ntial issue / G
GDR / QIP Pla
acement
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 (%)
ICICI Bank
B 110
02.25 0.33% 57.03 229,9
995.49 4,02,863.51
TCS 131
14.85 0.15% 68.55 157,6
678.13 2,29,534.32
HDFC Bank 68
87.00 -2.37% 68.39 127,4
438.50 1,86,692.97
Tata Motors
M 27
72.05 0.80% 32.63 115,3
306.22 3,54,432.46
Spicej
jet 43.40
4 5.34% 36.57 110,8
847.55 3,02,422.87
Keyno Capitals Research
ote (research
h@keynotecapitals.net) (+9122-3026
66000)

3.
India and Global Economic C
Calendar
Countries /
C Tuesday Wednes
sday Thursday
Regions 04/Dec 05/De
ec 06/Dec
India
ISM Non-Manufacturing PMI
M I
US Redboo index (Mo
ok oM) Challeng Job Cuts (YoY)
ger
(Nov
v)
Initial & C
Continuing Jobless
Fac
ctory Orders (MoM) (Oct)
)
Claims
Eru Markit PMI Composite
uo
Global UK Ec
coFin Meetin
ng UK Tota Trade Bala
al ance
(Novv)
Japan Lab Cash Ear
bor rnings Euro Retail Sa
ales (MoM) Euro G
Gross Domes stic
(Y
YoY) (Oct) (Octt) Prod
duct s.a. (QoQ
Q)
Euro Mar
rkit Manufact
turing UK BoE Asset Purch
E hase
PMI
P (Nov) Facility
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E
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00
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0 • www.ke
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o
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