1.
India Morning Note
a g
Thur
rsday, June 28, 2012
Dom
mestic Mark
kets Snapsh
hot Views on markets t
today
Nam of Index
me Jun 26 Jun 27 Change (%)
) • India
an market ts edged higher in choppy trade
Sensex 16,906.58 16,967.76 0.36% yestterday as ppower utilitie gained after a proposed
es a
tariff hike in N
f New Delhi, while infraastructure s
stocks
CNX Nifty
X 5,120.80 5,141.90 0.41%
advaanced on hopes for a renewe push by the
ed y
BSE Mid-cap 6,030.09 6,051.50 0.36%
goveernment to increase investment in the s
o t sector.
BSE IT 5,622.53 5,675.26 0.94% Sent timent was also boosted after Deutsche Bank
s
BSE Banks 11,502.43 11,544.27 0.36% upgr raded Indian stocks to "overweight" from "neu
n utral,"
FII A
Activity (`Cr) calling them clo to the ch
ose heapest in two decades The
t s.
actio followed a J.P.Mor
on d rgan upgrad to the same
de
Date
e Buy Sell Net
ratin last week
ng k.
26-Jun 1,474 1,388 86
• Howwever, inves
stors rema ain cautious ahead o the
s of
25-Jun 1,402 1,211 191
expiry of deriv
vatives on Thursday and ahead of a
Tota Jun
al 32,475 31,913 561 opean Union summit st
Euro n tarting on th same day that
he
2012 YTD 315,509 273,008 42499 is ex
xpected to deliver little in term of mean
ms ningful
MF A
Activity (`Cr) actio on the eu zone de crisis.
on uro ebt
Date
e Buy Sell Net • Softwware stocks were most higher on upbeat da on
s tly ata
25-Jun 281 289 -8
houssing market in the United States while Metal s
t w stocks
rose on speculation Chin will intro
e na oduce addi itional
22-Jun 300 455 -155
econnomic stimu ulus. Strides Arcolab gained 2.7% after
s %
Tota Jun
al 7,047 6,671 376
the company said it h had redeem med $80m mn of
2012 YTD 60,911 67,002 -6091 outsstanding fo oreign cur rrency connvertible b bonds,
Volu
ume & Adva
ances / Dec
clines remo oving a ke concern for investo
ey ors. Gujarat NRE
t
Coke rose 1.92% after the company said its boa
e e ard of
NSE BSE
direcctors has allotted 5C convertible warran
Cr nts to
Trad
ding Volume (Cr) 53.59 18.84
prommoter/promo oter group entities s. Tata Power
Turn
nover (`Cr) 8,002 1,635 Commpany advan nced 2.46% and Relian
% nce Infrastru
ucture
Advances 810 1,462 gained 1.65% after the Delhi Electricity Regulatory
Declines 629 1,309 Commmission (D DERC) on T Tuesday appproved a steep
Unchanged 107 142 tariff hike in Delhi.
f
Tota
al 1,546 2,913 • Markket breadth was strong at ~1.1
h 12x as inve estors
bougght large c cap stocks. On provis
sional basis FIIs
s,
Glob Markets
bal
bougght equity of `0.86bn while dommestic institu
utions
Inde
ex Late Values
est Change (%)
) sold equity of `0
0.15bn in ca segmen
ash nt.
DJIA
A 12,627.01 0.74%
• Asian stocks ro
ose today, with invest
tors bullish after
NAS
SDAQ 2,875.32 0.74% bette U.S. da
er ata but cautious aheead of a c crucial
Nikk *
kei 8,827.06 1.11% Euro
opean Union summit du to start later in the g
n ue global
Hang Seng * 19,221.02 0.23% trading day.
* as o 8.25AM IST
of • We expect a positive opening for the Indian ma
e arkets
Curr
rencies / Co
ommodities Snapshot
s toda taking th cues from the Asian markets.
ay, he m
Latest Previous Econom and Cor
mic rporate Dev
velopments
s
Quote Close
• Accoording to the plan, immedia ately after the
r
Indian Rupee per $ 57.01 56.99
pres
sidential po
olls, the prroposals fo foreign direct
or
Indian Rupee per € 71.08 71.19 investment (FDI) in two segments — multi-brand retail
m
NYM
MEX Crude Oil($/bbl) 80.60 80.21 and civil aviattion — wou uld be pusshed. Supporting
Gold ($/oz)
d 1,573.70 1,577.60 polic measure
cy es, on the lines of those annou unced
Silve ($/oz)
er 26.96 26.94 yestterday would also be ppursued to enhance fo
oreign
investment inflo
ows.
Keyn
note Capitals Research
h (reseaarch@keyno otecapitals.net) (+91222-3026600 00)
Keyynote Capita Research is also available on
als h
Bloo
omberg KNTE <GO>, Tho
E omson One A Analytics, Re
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utional Resea
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2.
TOP GAINERS Buzzin Stocks
ng
(BSE A-Group)
E • In a bid to revive its confectionary busin
s ness,
Previous Currennt Change Ahmmedabad-ba ased Bhagw wati Banqueets and Ho
otels
Com
mpany Name
e
Close(`
`) Price(`
`) (%) (BBH is set to go the C
H) o Cafe Coffee Day way. The
Man
nap Gen Fin 30.20
0 33.15 9.77 commpany will set up ab bout 150 cafe-cum-bakery
Unit
ted Brew-$ 498.40
0 530.75 6.49 outlets in cities like Mumbai, Ahmed
s dabad and P
Pune
JSW ENERGY 48.10
0 51.20 6.44 in next one yea ar.
Pow Finance
wer 165.15
5 173.55 5.09 • Tata Motors Ltd, India’s b
a biggest com
mmercial vehicle
REC
C 177.35
5 184.75 4.17 mannufacturer, will close its Jamshe
edpur plant for
t
(BSE Mid-Cap)
E thre days, st
ee tarting tommorrow, in order to stop
furth piling up of invento at the de
her p ory ealers end.
Previous Currennt Change
Com
mpany Name
e • DLF’s plea in the Compe etition Appellate Tribu
unal,
Close(`
`) Price(`
`) (%)
Man
nap Gen Fin 30.20 33.15 9.77 seekking a clarification on a stay ord
der last yea on
ar
Himadri Chem 30.70 33.10 7.82 CCI’ `630Cr penalty, will come up for final hea
’s f aring
Tata Teleservice
a 13.34
4 14.16 6.15 on July 18.
REI Agro 7.93 8.38 5.67 • JSW Steel plans to raise crude steel production 20-22
s
Pola
aris Fin Tec 120.20 126.65 5.37 per cent to abo 9 million tonnes (MT) during 2012-
out n
13. The plann ned production is higher than itsn
TOP LOSERS guid
dance for the year.
(BSE A-Group)
E • Rallis India exp
pects a `50
00Cr turnover in five y
years
from its multi-p
m purpose maanufacturing plant at D
g Dahej
Previous Currennt Change
Com
mpany Name
e in Gujarat.
G
Close(`
`) Price(`
`) (%)
Andhra Bank 123.95
5 115.15
5 -7.10 US markets
Tata Motors
a 246.60
0 239.05
5 -3.06 U.S. stocks on We
ednesday ro
ose for a se
econd day, a
after
India
abulls Fin 225.30
0 220.90
0 -1.95 positive economic data.
c
Yes Bank 341.25
5 334.65
5 -1.93
The Do Jones Industrial Ave
ow erage adde 92.34 po
ed oints,
Central Bank 79.00
0 77.60
0 -1.77
or 0.7% to 12,627.01. The S
%, S&P 500 ros 11.87 po
se oints,
(BSE Mid-Cap)
E or 0.9% to 1,331
%, 1.85. The NNasdaq Commposite clim
mbed
21.26 points, or 0.
p .7%, to 2,87
75.32.
Previous Currennt Change
Com
mpany Name
e
Close(`
`) Price(`
`) (%)
Andhra Bank 123.95 115.15 -7.10
Prism Cement
m 48.15 46.20 -4.05
Educomp Sol 169.00 163.50 -3.25
Core Projects
e 306.85 300.00 -2.23
ABG Shipyard
G 372.40 364.20 -2.20
Keyn
note Capitals Research
h (resea
arch@keyno
otecapitals.net) (+912
22-3026600
00)

3.
India and Globa Economic Calendar
a al c
Countries / Thursday Fr
riday Monday
M Tuesday
T
Reg
gions 28
8-Jun 29
9-Jun 2-Jul 3-Jul
Ind
dia Forex Res
serves Data
a
Bank Loa Growth
an
US Gross Dommestic Core Pers
sonal Markit Factory Orders
y
Product Annualized Consump ption Manufaccturing PMI (MoM)
(Q1) Expenditu - Price
ure
Index (Yo & MoM)
oY
Initial Jobless Claims Personal Construc
ction
(Jun 23) Consump ption Spending (MoM)
Expenditu - Price
ure
Index (Yo & MoM)
oY
Personal
Income(MMoM);
Chicago PPurchasing
Managers Index &
s'
Reuters/M
Michigan
Consume Sentiment
er
Index
Glo
obal EUROPEAN COUNCIL
N Euro Zone EU Germanyy's UK's Coonsumer
MEETING Economic Summit &
c Purchasi
ing Manageer Credit
European Council
n Index Ma g
anufacturing
Meeting
UK CURRE
ENT Japan Construction UK's Pur
rchasing UK's M4 Money
4
ACCOUNT (Q1)
T Orders (Y
YoY) & Manager Index
r Supply (MoM) and
Housing S
Starts (YoY)
) Manufaccturing (YoY)
UK Gross Domestic
YoY)
Product (Y
KEYN
NOTE CAPITTALS LTD.
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m
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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
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