The key points from the India Morning Note are: 1) Domestic markets in India gained led by stocks in the realty and FMCG sectors. Cipla shares rose 2% on news of an acquisition in South Africa. 2) The rupee strengthened against the dollar supported by positive cues from Asian markets and expanding Chinese manufacturing data. 3) Top gainers included Jet Airways and Union Bank of India while top losers were Hindustan Copper and NTPC.

1. India Morning Note
Thursday, November 22, 2012
Domestic Markets Snapshot Views on markets today
Previous Current The BSE Sensex gained 131.06 points or 0.72% to close at 18,460.38
Name of Index Change
Close Value and Nifty50 up 43.25 points or 0.78% to close at 5,614.80 led by stocks
Sensex 18329.32 18460.38 0.72% of Realty, FMCG
CNX Nifty 5,571.55 5,614.80 0.78%
BSE MidCap 6548.63 6572.67 0.37%
BSE IT 5635.95 5683.61 0.85% Cipla surged 2% as the company is going to buy 51% stake in Cipla
BSE Banks 12991.10 13156.39 1.27% Medpro (marketing joint venture), South Africa.
FII Activity
Date Buy Sell Net
Weak rupee support software services exporters such as Infosys, which
19-Nov 2,405.00 1,718.90 686.10 rose 0.99%. Tata Consultancy Services rose 0.61%, while Wipro ended
16-Nov 3,085.90 2,298.60 787.30 1.35% higher
Total Nov 28,242.10 23,420.50 4,821.60
2012 YTD 577,223.31 477,521.22 99,702.10
MF Activity Among the 13 sectoral indices, three sectors closed in negative, while
remaining ten sectors closed in positive.
Date Buy Sell Net
19-Nov 328.40 411.90 -83.50
16-Nov 475.90 584.40 -108.50
Top Gainers: BSE Realty surged by 2.47%, BSE FMCG increased by
Total Nov 4,597.50 5,673.60 -1,076.10
1.41% and BSE CD gained by 1.40%. Top Losers: BSE Power down by
2012 YTD 104,831.92 121,759.21 -16,935.00
0.99%, BSE Auto down by 0.24% and BSE PSU snapped by 0.19%.
Global Market
Index Last Values Change (%)
Market breadth was positive at ~1.09x as investors bought large cap
DJIA 12,836.89 +0.38%
stocks. On provisional basis, FII bought equity of `1.83bn and domestic
NASDAQ 2,926.55 +0.34%
institutions sold equity of `1.33bn in cash segment.
Nikkei* 9,320.03 +1.06%
Hang Seng* 21,594.54 +0.33%
* as of 08:15 AM IST
Asian stocks are strong today, after positive US markets overnight and
Currency Snapshot
expansion in the Chinese manufacturing data improved investor
Future contract RBI sentiments.
Latest Prevoius
expire on Reference
Quote Close
27/11/12 Rate
Indian Rupee Per $ 55.12 55.11 54.91
We expect a positive opening for the Indian markets, with renewed
Indian Rupee Per € 70.63 70.59 70.43
optimism over the pending bills would be passed in the Parliamentary
Indian Rupee Per £ 87.80 87.79 87.79
session and encouraging cues from the Asian markets.
Indian Rupee Per ¥ 67.06 67.80 67.39
*NSE Exchange
Economic and Corporate Developments
RBI Deputy Governor K C Chakrabarty conceded that monetary policy is
partly responsible for not being able to contain inflation and arrest
slowdown in growth.
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2. India Morning Note
Thursday, November 22, 2012
TOP GAINERS Buzzing Stocks
(BSE A-Group) Ashok Leyland has launched a new fuel efficient engine technology for
Previous Current its range of trucks, priced between Rs 15.1 lakh and Rs 18.83 lakh.
Company Name Change(%)
Close( ) Price( )
Jet Airways 413.45 451.50 + 9.20
Union Bank of In 216.25 226.75 + 4.86
Reliance Infrastructure, Tata Power and Crompton Greaves have placed
Pantaloon Retail 179.70 188.00 + 4.62
bids to partner state-run NTPC in its foray into electricity distribution.
HDIL 100.00 104.55 + 4.55
RelianceCommu.Ltd 58.90 61.55 + 4.50
(BSE Mid-Cap) ONGC is planning to sell dollar bonds to fund the $1 billion acquisition of
Previous Current a stake in oilfields in Azerbaijan.
Company Name Change(%)
Close( ) Price( )
D B REALTY 114.35 125.20 9.49
Jet Air India 413.45 451.50 9.20
The government will begin its stalled disinvestment programme on Friday
Anant Raj Inds-$ 86.85 93.55 7.71 with 4 per cent stake sake in Hindustan Copper Limited though an
Spicejet 34.95 37.40 7.01 auction.
MAH HOLIDAY 287.90 305.20 6.01
TOP LOSERS
(BSE A-Group) Cipla has agreed to acquire South African drugmaker Cipla Medpro,
taking an important step towards consolidating its international business
Previous Current that now makes up more than half its quarterly revenues.
Company Name Change(%)
Close( ) Price( )
Hind. Copper 248.60 239.20 -3.78
NTPC 167.80 162.00 -3.46
Bharat Heavy Ele 228.15 222.00 -2.70
AstraZeneca Pharma I 1,460.10 1,424.90 -2.41
Guj. Fluorochemi 313.25 306.75 -2.08
(BSE Mid-Cap)
Previous Current
Company Name Change(%)
Close( ) Price( )
Honeywell Auto 3,129.40 2,503.55 -20.00
BOC India 411.95 386.85 -6.09
MTNL 25.70 24.35 -5.25
Amtek India-$ 109.00 103.50 -5.05
Shree Global Trd 39.95 38.30 -4.13
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