1.
India Morning Note
a g
Mond
day, July 02 2012
2,
Dom
mestic Mark
kets Snapsh
hot Views on markets t
today
Nam of Index
me Jun 28 Jun 29 Change (%)
) • India markets jumped on the last tr
an n rading session of
Sensex 16,990.76 17,429.98 2.59% the month and closed ~ ~2.5% up on Friday after
CNX Nifty
X 5,149.15 5,278.90 2.52% Euroopean Union (EU) leade agreed on a growt and
n ers th
BSE Mid-cap 6,055.46 6,153.72 1.62%
bank recapitalization pla
k an for Eu urope whic ch is
designed to alleviate the worst of the debt crisis
e
BSE IT 5,687.54 5,765.16 1.36%
ping euro-z
gripp zone. The mmarkets received a fu urther
BSE Banks 11,507.50 11,908.71 3.49%
boos on Morg
st gan Stanley upgrading Indian eq
y g quities
FII A
Activity (`Cr) and a strong rebound in the rupee aided sentiment.
Date
e Buy Sell Net • The leaders of the 17-nattion European Union agreed
27-Jun 1,918 1,651 267 that the euro-aarea rescue funds co
e ould be use for
ed
26-Jun 1,474 1,388 86 sove
ereign debt purchases without for rcing countr
ries to
Tota Jun
al 34,392 33,564 829 adop extra a
pt austerity m
measures. The upgrad by
T de
2012 YTD 317,426 274,659 42767 Morggan Stanley came at a time when India's Prime
y
Minister Manmmohan Singh took charge of finance
MF A
Activity (`Cr)
ministry on Tue
esday and ssaid will tak steps to r
ke revive
Date
e Buy Sell Net econ
nomic growt th.
27-Jun 383 319 64
• The Sensex jum mped 439.22 points or 2.59%, up 295.37
2 2
26-Jun 325 647 -322 points from the day's low and off 18
e w 8.50 points from
s
Tota Jun
al 7,755 7,636 119 the day's high. Banks, infrastructure and metal s
a stocks
2012 YTD 61,619 67,967 -6348 were leading th gains while some au shares g
e he uto gained
Volu
ume & Adva
ances / Dec
clines after announce
r eduction in petrol prices by
ement of re
`2.46 per litre.
NSE BSE
Trad
ding Volume (Cr) 79.71 28.45
• L&T gained 4.2 24% as the infrastructu vertical of its
ure
consstruction div
vision has w
won a major order valu ued at
Turn
nover (`Cr) 13,144 3,949
`2,040Cr highw way project f
from a leadi
ing infrastru
ucture
Advances 1,117 1,864
deveeloper to be execut ted on EP PC (Engine eering,
Declines 393 988 Proc
curement & Constructio mode.
on)
Unchanged 56 130
• Markket breadth was strong at ~1.8
h 89x as inve estors
Tota
al 1,566 2,982
bougght large c cap stocks. On provis
sional basis FIIs
s,
Glob Markets
bal boug equity o `30.46bn while dom
ght of n mestic institu
utions
Inde
ex Late Values
est Change (%)
) sold equity of `2
2.51bn in ca segmen
ash nt.
DJIA
A 12,880.09 2.20% • Asian markets a positive today morn
are ning but off highs
NAS
SDAQ 2,935.05 3.00% on profit taking from the in
p nvestors.
Nikk *
kei 9,020.93 0.16% • We expect a moderately positive opening fo the
y or
Hang Seng * 19,441.46 2.19% India markets today, following the cues from the
an s e m
* as o 8.25AM IST
of Asian markets which ta
s anked after poor Ch hinese
Curr
rencies / Co
ommodities Snapshot
s mannufacturing d
data.
Latest Previous Econom and Cor
mic rporate Dev
velopments
s
Quote Close • To give a pus to refor
g sh rms, the government may
g
Indian Rupee per $ 55.64 56.81
conssider raising foreign direct investm
g ment limit in the
Indian Rupee per € 70.45 70.67 insurance secto to 49% f
or from the ex xisting 26% The
%.
NYM
MEX Crude Oil($/bbl) 84.08 84.96 Cabiinet will connsider 49% FDI in the insurance ssector
Gold ($/oz)
d 1,591.00 1,603.50 once again in the comin days, a senior Finance
e ng
Silve ($/oz)
er 27.31 27.58 Ministry official said.
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note Capitals Research
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2.
TOP GAINERS Buzzin Stocks
ng
(BSE A-Group)
E • Reliance Indust
tries (RIL) h
has decided to reopen over
Previous Currennt Change 50 fuel pumps in Gujarat from tomorrow.
f
Com
mpany Name
e
Close(`
`) Price(`
`) (%) • GVK Power & Infrastruc
K cture Limit ted, a par of
rt
GMR Infra
R 23.05
5 25.15 9.11
Hyderabad-bas sed GVK Gr roup, on Su unday said that
Jinda Steel
al 431.75
5 469.50 8.74
osure for its $10-billion Alpha coal and
the financial clo s n
Lanc Infra
co 13.91 14.94 7.40 rail project in Queensland Australia, was expe
d, ected
Orac Fin
cle 2423.10
0 2592.95 7.01 metime duri
som ing March 2013 as opposed to the
o
IB R
Real Est 57.70
0 61.15 5.98 original deadlin of Decem
ne mber 2012.
(BSE Mid-Cap)
E • Gree Infra Ltd a company set up by IDFC Private
en d, b
Equity to dev velop renew
wable energy projects is
s,
Previous Currennt Change
Com
mpany Name
e plan
nning to raise aroun nd $50mn (`280Cr) f from
Close(`
`) Price(`
`) (%)
Stat Bk Mysore
te 498.30 536.35 7.64 International Finance Corp
poration (IFC
C).
Lanc Infra
co 13.91 14.94 7.40 • Saraada Mines i in the do
is ock for glarring violatio of
on
TVS Motor 34.00 36.45 7.21 Rule 37 of Mineral Conc
e cession Rule (MCR)-1960.
es
Mad
dras Cements
s 148.35 158.60 6.91 The lessee which holds leease of the Thakurani iron
AIA Engineering 323.75 344.00 6.25 ore mines spre ead over 94
47.04 hectares in Keon njhar
district has bee found to sell its ent
en o tire run of m
mine
TOP LOSERS (ROM) produce to Jindal Steel & Po
e ower Ltd (JSPL)
with
hout any agreement.
(BSE A-Group)
E
• Stee Authority of India (SA
el AIL) will inv
vest `3,000C to
Cr
Previous Currennt Change
Com
mpany Name
e quadruple cap pacity of it Gua iron ore mine in
ts n
Close(`
`) Price(`
`) (%)
Cair India
rn 327.50
0 307.50
0 -6.11 rkhand to 1 million t
Jhar 10 tonnes per annum (m mtpa)
Muthoot Fin 139.40
0 135.35
5 -2.91 and set up a 4 mtpa pellettisation plannt.
Man
nap Gen Fin 32.10
0 31.35
5 -2.34 US markets
Guja
arat Mnrl 187.75
5 185.95
5 -0.96 US stoocks closed higher o Friday, after Euroz
d on zone
Petr
ronet LNG 144.70
0 143.45
5 -0.86 issues looked like resolved after Euro
e opean countries
agreed for a single financial r
d e regulator.
(BSE Mid-Cap)
E
Previous Currennt Change
Com
mpany Name
e
Close(`
`) Price(`
`) (%)
Shre Global Trd
ee d 87.75 83.70 -4.62
Infot
tech Enter 162.00 157.10 -3.02
Muthoot Fin 139.40 135.35 -2.91
Radico Khaitan 119.90 116.60 -2.75
Man
nap Gen Fin 32.10 31.35 -2.34
Keyn
note Capitals Research
h (resea
arch@keyno
otecapitals.net) (+912
22-3026600
00)

3.
India and Globa Economic Calendar
a al c
Countries / Mon
nday Tuesday Wed
dnesday Thursday
Reg
gions 2-
-Jul 3-Jul
3 4-Jul 5-Jul
Ind
dia
US Markit Factory O
Orders PMI Inde services
ex MBA Mo ortgage
Manufactu
uring PMI (MoM) Applications (Jun 23)
Construction Continuuing & Initial
Spending (MoM) Jobless Claims (Jun
24)
ISM Non
n-
Manufacturing PMI
(Jun)
Glo
obal Germany's UK's Cons
sumer Germany PMI Index
y x UK BoE Interest Ra
ate
Purchasing Manager Credit services Decision
Index Mannufacturing
UK's Purch
hasing UK's M4 M
Money Europea Monetary
an y
Manager Index Supply (M
MoM) and Union ECB Interest
E t
Manufactuuring (YoY) Rate De
ecision
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various media, unle specified otherwise. A market related statistic data perta
ess All cal ains to the im
mmediately preceding trad ding day,
unless stated other
s rwise. Neithe the informa
er ation nor any opinion expressed in this report constitutes an off
y s fer, or an invitation to
make an offer, to bbuy or sell the securities m
mentioned he erein. We or any of our directors, offic
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oyees shall not in any
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