Indian markets fell slightly on profit taking in consumer goods stocks like ITC and Hindustan Unilever, while broader markets performed better. Metals stocks rose as metal prices increased, and power generation stocks gained on expectations of higher profits from lower coal prices. The report discusses various stock price movements and provides an outlook for a positive opening in Indian markets, taking cues from gains in Asian markets.

1.
India Morning Note
a g
Tues
sday, July 03 2012
3,
Dom
mestic Mark
kets Snapsh
hot Views on markets t
today
Nam of Index
me Jun 29 Jul 2 Change (%)
) • India markets fell yester
an rday, snappping four da
ays of
gains, due to profit boo oking in the fast m moving
Sensex 17,429.98 17,398.98 -0.18%
conssumer good stocks, led by declines in ciga
ds arette
CNX Nifty
X 5,278.90 5,278.60 -0.01%
mak ITC and the countr
ker ry's largest consumer goods
BSE Mid-cap 6,153.72 6,209.24 0.90% makker, Hindust
tan Unilever Investors booked profit in
r.
BSE IT 5,765.16 5,749.48 -0.27% the market afte a big rally on Friday due to bad cues
er y d
BSE Banks 11,908.71 11,987.67 0.66% on monsoon and oil prices. Broader ma arkets
FII A
Activity (`Cr) perform the Sensex a BSE Mid-Cap index rose
outp e as x
0.90 and BSE Small-Cap index gaine 1.09%.
0% ed
Date
e Buy Sell Net
• Meta stocks we mostly higher as LMEX, a gau
al ere L uge of
29-Jun 2,065 3,155 -1090
six metals traded on the London Metal Exch hange
28-Jun 4,034 4,729 -695 jumpped 3.85% on Friday, 29 June 20 012. Most p power
Tota Jun
al 40,491 41,420 -928 geneeration stocks extendded recent gains as lower
2012 YTD 323,525 282,515 41010 inter
rnational co prices co
oal ould boost profitability.
p
MF A
Activity (`Cr) • Repoorts of a higher value added tax on cigarett
tes by
the Uttar Pradeesh governmment weighe on ITC stocks.
ed
Date
e Buy Sell Net
Maru Suzuki ro
uti ose 0.8%, b
bucking the weak trend seen
d
29-Jun 717 580 137 amoong peers, after report ting 20% growth in vehicle
g
28-Jun 808 456 352 sales for the mo
s onth of June
e.
Tota Jun
al 9,279 8,657 6211 • Adan Enterpris
ni ses rose 5.7 after its Australian chief
7% s
2012 YTD 63,143 68,988 -5845 said that the company aim to start building its first
ms
Volu
ume & Adva
ances / Dec
clines Austtralian coal mine in July 2013, at an expected cost
y a d
of ar
round $4bn so it can produce 23 million ton
n, nnes a
NSE BSE
year in its first y
r year.
Trad
ding Volume (Cr) 70.03 23.07
• Markket breadth was how
h wever strong at ~1.75 as
5x
Turn
nover (`Cr) 9,739 1,979
investors boug ght small and mid cap stocks On s.
Advances 991 1,807 visional basis, FIIs bought equity of `5.91bn while
prov
Declines 501 1,033 dommestic institu
utions sold equity of `4.47bn in cash
Unchanged 60 108 segmment.
Tota
al 1,552 2,948 • Asian stocks ar higher today, followi
re ing a recovery in
Glob Markets
bal the US markets and gains in proper rty and res
source
stocks.
Inde
ex Late Values
est Change (%)
)
• We expect a po ositive open
ning for the Indian ma
e arkets,
DJIA
A 12,871.39 -0.07%
king the cue from the Asian mark
track es kets.
NAS
SDAQ 2,951.23 0.55%
Econom and Cor
mic rporate Dev
velopments
s
Nikk *
kei 9,072.17 0.76%
• India will launc the $40 billion seco
a ch ond phase of its
Hang Seng * 19,756.91 1.62%
urba renewal mission in about four months, Urban
an
* as o 8.25AM IST
of Deveelopment Minister Ka amal Nath told dele egates
Curr
rencies / Co
ommodities Snapshot
s attending the World Citie Summit. The Jawa
es . aharlal
Latest Previous Nehrru Nationa Urban R
al Renewal Mission (JNN NURM)
Quote Close phas II would be carried o over the next five years
se out
Indian Rupee per $ 55.38 55.64 as India work to cove its infrastructure d
ks er deficit
Indian Rupee per € 69.70 70.45 throughout th he country and manage ma
y m assive
NYM
MEX Crude Oil($/bbl) 84.08 83.75
anisation pro
urba ogrammes.
Gold ($/oz)
d 1,600.00 1,597.70 • India exports declined by 4.16% yea
a's y ar-on-year in May
n
this year to $25.68bn, mainly due to de
d emand
Silve ($/oz)
er 27.66 27.47
wdown in the western m
slow e markets.
Keyn
note Capitals Research
h (reseaarch@keyno otecapitals.net) (+91222-3026600 00)
Keyynote Capita Research is also available on
als h
Bloo
omberg KNTE <GO>, Tho
E omson One A Analytics, Re
euters Knowwledge, Capit IQ, TheMa
tal arkets.com and securitie
a es.com
Keynote Capitals Institu
utional Resea
arch - winner of “India’s Best IPO Analyst Award 2009” by MCX-Zee Business
To unsubsc cribe from th mailing lis please reply to unsub
his st, bscribe@keyynotecapitals
s.net

2.
TOP GAINERS Buzzin Stocks
ng
(BSE A-Group)
E • Cadila Pharmac
ceuticals ha decided to go slow o its
as t on
Previous Currennt Change plan to come up with a manufacturing plan at
ns e nt
Com
mpany Name
e
Close(`
`) Price(`
`) (%) Rwaanda in paartnership wwith US based Holtz zman
Pant
taloon Retl 181.95
5 193.10 6.13 Grou
up.
Unit
tech 22.05
5 23.40 6.12
• GMR Infrastruct
R ture has sw
wapped its 30% holding in a
3
Adani Enter 222.25
5 234.40 5.47 coal mining co
l ompany tha is listed in Indonesi to
at ia
NMD
DC 186.25
5 196.10 5.29 another company listed in Singapore. The Singap
pore-
JUBL FOOD
L 1165.85
5 1224.30 5.01 liste United Fibre System is an entity owned by the
ed m y
(BSE Mid-Cap)
E Indo oup, in whic GMR ha acquired the
onesian gro ch ad
stakke.
Previous Currennt Change
Com
mpany Name
e • Grassim Industries said it m
might suspe end staple f
fibre
Close(`
`) Price(`
`) (%)
Prism Cement
m 48.70 52.85 8.52 prodduction at its Nagda plant in Madhya Prad
M desh
Pant
taloon Retl 181.95 193.10 6.13 from Tuesday d
m due to wate shortage "Due to d
er e. delay
Unit
tech 22.05 23.40 6.12 in onset of monsoon a and consequential w water
Dew
wan Housing 165.00 174.50 5.76 shorrtage, the ccompany ha to curtail productio at
as on
its stable fibre plant loca
s e ated at Naggda from Ju 1
uly
JUBL FOOD
L 1165.85 1224.30 5.01
and the said plant is likely to be close from July 3,”
y ed y
TOP LOSERS Grassim said in a filing to the Bombay S
g Stock
Exchhange.
(BSE A-Group)
E
• Goddrej Propert
ties created a `770C developm
d Cr ment
Previous Currennt Change fund with a c
d clutch of gglobal inves
stors, including
Com
mpany Name
e
Close(`
`) Price(`
`) (%)
Dutc pension services pr
ch rovider APG and Sparinnvest
ITC 258.95
5 250.10
0 -3.42
Prop
perty Fund II, to develo residential propertie in
op es
Jinda Steel
al 469.50
0 457.80
0 -2.49
India.
Man
nap Gen Fin 31.35
5 30.60
0 -2.39
• The Delhi High Court on Monday dismissed a writ
h
Cum
mmins India 455.40
0 444.80
0 -2.33
petition agains a `400Cr penalty no
st r otice served by
d
Asho Leyland
ok 24.95
5 24.45
5 -2.00
the power proc curers of the proposed Krishnapat
e tnam
(BSE Mid-Cap)
E ultra mega pow project (UMPP). Fol
a wer llowing the high
Previous Currennt Change court judgeme ent, the proocurers wou uld encash the
Com
mpany Name
e bank guarante of Coast
ee tal Andhra Power Limmited
Close(`
`) Price(`
`) (%)
Amt
tek India 103.85 100.35 -3.37 (CAPPL), Relianc Power’s w
ce wholly-owne subsidiary
ed y.
VST Inds
T 1762.15 1710.20 -2.95 US markets
EID Parry 177.40 172.95 -2.51
Dow Jo ones finishe slightly lo
ed ower, thoug recovere in
gh ed
Info Edge India 367.05 358.00 -2.47
last session, after data showe that U.S. manufactu
ed uring
Man
nap Gen Fin 31.35 30.60 -2.39 activity shrank in June for the first time in three ye
y ears,
but the Nasdaq C
e Composite aand S&P 50 index po
00 osted
modest gains.
Keyn
note Capitals Research
h (resea
arch@keyno
otecapitals.net) (+912
22-3026600
00)

3.
India and Globa Economic Calendar
a al c
Countries / Tuesday
y We
ednesday Thurs
sday
Reg
gions 3-Jul 4-Jul 5-Ju
ul
Ind
dia
US Factor Orders (M
ry MoM) PMI Index services MBA Mortgage
A e
Appplications (Ju 23)
un
Conntinuing & Initial Jobless
Claims (Jun 24)
ISM Non-Manufacturing
M
PMI (Jun)
I
Glo
obal UK's C
Consumer C
Credit Germany PMI Index
P UK BoE Interes Rate
st
services Deccision
UK's M Money S
M4 Supply Eur
ropean Monetary Union n
(MoM) and (YoY)
) ECB Interest Rate Decision
B n
KEYN
NOTE CAPITTALS LTD.
The Rub 9th Floo Senapati Bapat Marg, Dadar (W), Mumba – 400 028
by, or, ai 8
Tel. : +9
9122-30266
6000 • www
w.keynotec
capitals.com
m
Disclaiimer: This re
eport is purely for informa ation purpose and is bassed on public information News cont
c n. tent is attribu
utable to
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
cers or emplo
oyees shall not in any
way be responsible for any loss arising from the use of this report. Investors are advised to apply their own judgmen before
e e s m e o nt
acting on the conteents of this re
eport. The rep
port has not been edited due to time c
d constraints.