- The key Indian stock indices ended flat on Saturday in a special trading session to test disaster recovery software. Foreign institutional investors remained net buyers of Indian stocks. - Investors are waiting for July industrial output data and August inflation figures ahead of the central bank's monetary policy review later in the week. - Metal shares extended gains from the previous day due to China's focus on infrastructure projects to boost growth.

1.
India Morning Note
a
Mond
day, September 10, 2012
Dom
mestic Markets Snapshot
t V
Views on ma
arkets today
y
• India's mmain stock in ndex ended flat on Saturday in a
Nam of Index
me Sept 7 Sept 8 Change (%) special session cond
s ducted by th exchange to test a
he e
Sens
sex 17,683.73 17,749.65
1 0.37% disaster recovery software programme e. Market
CNX Nifty 5,342.10 5,358.70 0.31% sentimen also boos
nt sted by provisional dat showing
ta
BSE Mid-cap 6,111.43 6,142.74 0.51% that foreeign institutional investo (FIIs) rem
ors mained net
BSE IT 5,968.28 5,983.18 0.25% buyers o Indian sto
of ocks. With parliament's monsoon
s
BSE Banks 11,611.55 11,646.45
1 0.30%
session ending w without any progress on key
y
legislatio investors are concern
on, s ned about w whether the
FII Ac
ctivity (`Cr) governm ment can pus forward re
sh eforms such as foreign
direct investment in retail and f fuel price hik through
ke
Date
e Buy Sell Net executive decisions.
06-Se
ep 1,771 1,634 137 • Investors are waiting for July ind
s g dustrial outp data on
put
05-Se
ep 2,150 2,297 -148 Sept. 12 and August inflation on Sept. 14 ah
t head of the
Total Sept
l 7,221 6,976 245 central b
bank's monet tary policy re
eview on Sept. 17.
2012 YTD
2 429500 366243 63256 • Metal shhares exten nded Fridayy's rally trigggered by
China's thrust on infr
t rastructure p
projects to sp growth
pur
MF A
Activity (`Cr)
in the w
world's secon biggest economy. N
nd NALCO and
NMDC ed dged higher as the Finan Ministry has issued
nce
Date
e Buy Sell Net
an adverrtisement for appointing merchant b bankers for
05-Se
ep 352 556 -203
divestmeent of gover rnment stak in these two state-
ke
04-Se
ep 290 354 -64 run commpanies. FM MCG stocks rose on revival of
Total Sept
l 921 1,341 -419 monsoon rains tow
n wards the e end of the monsoon
2012 YTD
2 82608 92461 -9852 season. Drugmaker C Cipla rose as much as 3% after an
s
Indian court ruled a patent inf fringement c case in its
Global Markets favour filed by Roch Holding A over Cipl
he AG la's cancer
drug.
Index
x Latest Values
t Change (%)
• Market bbreadth was positive at ~2.25x as investors
s t s
DJIA 13
3,306.64 0.11%
bought large cap s stocks. On provisional basis, FIIs
NASD
DAQ 3,136.42
3 0.02%
bought equity of `0
e 0.19bn while domestic i
e institutions
Nikke *
ei 8,860.34
8 -0.13% sold equity of `0.08b in cash se
bn egment.
Hang Seng *
g 19
9,838.87 0.19%
• Asia shaares traded mixed most higher in a choppy
tly n
* as of 8.25AM IST
f session as Japanese shares ar down, am
e re mid hopes
Curre
ency Snapsh
hot entral banks would act to lift sagging economic
global ce o g
growth.
Future contract RBI • We expe a positiv opening f
ect ve for the India markets
an
Latest Previous
expir on
re Reference
R
Quote Close today following the cues from the Asian ma
t arkets and
26/09/12 Rate
possible chances tha the econo
at omic revival will come
India Rupee per $
an 55.36 55.54 55.52
with easing liquidity.
India Rupee per €
an 70.70 70.47 88.49
Economic and Corporate Developm
a ments
India Rupee per £
an 88.12 88.42 70.20
India Rupee per ¥
an 70.66 70.28 70.31 • Riding on surplus August ra ains, the ssouth-west
monsoon for the fir time touc
n rst ched the neear normal
* NSE Exchange level wit the rainfall deficit nar
th rrowing down to 9% of
the seasonal averagee.
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2.
TOP GAINERS
G Buzzing Stocks
(BSE A-Group) • Jindal St
teel & Powe (JSPL) acc
er cused of che
eap coal,
Previous Current Change costly po
ower (JSPL re
efute charge
es).
Company Name
Close(`) Price(`) (%) • Deccan Chronicle Holdings (D
DCHL) to se
eek debt
Aurobindo Phar 123.15 129.60 5.24
recast of `3000Cr.
Strides Arco 886.35 927.40 4.63
• Bharti In
nfratel likely to file DRHP for `5000C IPO this
P Cr
Bhar Forge
rat 286.25 294.35 2.83
week.
Cipla
a 380.65 390.75 2.65
Natio
onal Alum 51.20 52.55 2.64 • Infosys in talks to a
acquire Spanish consult
ting firm,
DMR Consulting.
(BSE Mid-Cap)
E
• Reliance Capital board to meet today to d
e t decide on
Previous Current Change interim dividend pa mpany announced at
ay-out (Com
Company Name
Close(`) Price(`) (%)
the AGMM).
Shree Global Trd 62.60 68.50 9.42
Aurobindo Phar 123.15 129.60 5.24 • Max India to conside sale of Ma Speciality film unit
er ax y
JUBIL
LANT 195.65 205.55 5.06 today.
Glody
yne Tech 86.30 90.60 4.98 • JSPL to g for second arbitration against Bolivia.
go d
Natio
onal Fert 74.90 78.55 4.87 • Ministry of Coal as sks Coal India (CIL) to lift the
o
suspension of supplies to La anco Amark
kantak (a
TOP LOSERS
L subsidiary of Lanco Infratech).
(BSE A-Group)
Previous Current Change
Company Name
Close(`) Price(`) (%)
ADAN POWER
NI 42.00 41.00 -2.38
Oracle Fin 2996.75 2959.55 -1.24
BHEL
L 204.85 202.50 -1.15
Muth
hoot Fin 131.45 130.20 -0.95
Thermax 494.45 490.30 -0.84
(BSE Mid-Cap)
E
Previous Current Change
Company Name
Close(`) Price(`) (%)
Resp
ponsive Inds 93.00 90.00 -3.23
D B CORP
C 198.75 193.55 -2.62
Maha
arashtra Sea 332.40 325.25 -2.15
Shrir
ram City Uni 779.25 765.00 -1.83
MAH HOLIDAY 280.75 275.75 -1.78
Keyno Capitals Research
ote (research
h@keynotecapitals.net) (+9122-3026
66000)

3.
India and Global Economic C
Calendar
Cou
untries / Monday Tuesda
ay Wednesd
day Thursday
Reg
gions 10/Se
ep 11/Se
ep 12/Sep
p 13/Sep
p
India In
ndustrial Out
tput
data
US NFIB
N Small FOMC Minutes Initial Jobless Claims
Business Optimism
B (S
Sep 8)
(AUG)
(
Preliminary ru
uling on Pr
roducer Price Index
e
US Trade Ba
U alance ESM & Fiscal Deficit (Y
YoY) (Aug)
30
0-Year Bond
Au
uction
Global China Expor Import
rt Germany CPI data
G Chhina Produce and
er
data mport Prices (MoM)
Im
UK’s Trade B
U Balance (A
Aug)
Japan Consu
J umer UK Average
U EC Monthly R
CB Report
Confidence Japan’s Maanpower Earnings, Claimant
Survey (4Q)
S Count charge
C e
UK Housing Price GB 10-year B
BP Bond
Balance Auuction
EC Consume Price
CB er
Index (MoM) (Aug)
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E
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