1. India Morning Note
Monday, November 12, 2012
Domestic Markets Snapshot Views on markets today
Previous Current The BSE Sensex snapped 162.58 points or 0.86% to close at 18,683.68
Name of Index Change
Close Value and Nifty50 down 52.51 points or 0.91% to close at 5686.25 led by
Sensex 18846.26 18683.68 -0.86% stocks of PSU, Realty and weak earnings from SBI and ONGC
CNX Nifty 5,738.75 5,686.25 -0.91%
BSE MidCap 6726.95 6660.68 -0.99%
BSE IT 5802.08 5756.34 -0.79% SBI posted a net profit after Minority Interest of Rs. 45753.10 million for
BSE Banks 13347.59 13186.94 -1.20% the quarter ended September 30, 2012 as compared to Rs. 34704.30
million for the quarter ended September 30, 2011. Total Income has
FII Activity
increased from Rs. 412446.50 million for the quarter ended September
Date Buy Sell Net 30, 2011 to Rs. 499174.70 million for the quarter ended September 30,
2012.
08-Nov 2,064.70 1,757.10 307.60
07-Nov 2,358.80 1,614.00 744.80
Total Nov 13,156.80 10,260.30 2,896.50
2012 YTD 562,138.06 464,361.03 97,777.00 All sectors closed in negative. Top Losers: BSE PSU declined by 1.7%,
BSE Realty snapped by 1.64% and BSE Metal down by 1.49%
MF Activity
Date Buy Sell Net
08-Nov 474.90 471.10 3.80 Market breadth was negative at ~0.65x as investors sold large cap
07-Nov 539.40 662.40 -123.00 stocks. On provisional basis, FII sold equity of `2.04bn and domestic
Total Nov 2,669.90 3,029.50 -359.60 institutions sold equity of `1.54bn in cash segment
2012 YTD 102,904.32 119,115.11 -16,218.50
Global Market
Asian stocks are mostly negative, as expectations that storm Sandy
Index Last Values Change (%) would impact US economy in the short term and Japanese economy
DJIA 12,815.39 +0.03% showed contraction in the previous quarter.
NASDAQ 2,904.87 +0.32%
Nikkei* 8,696.68 -0.70%
Hang Seng* 21,392.37 +0.04% We expect a weak opening for the Indian markets, with caution ahead of
* as of 08:15 AM IST the IIP data slated to be released today and following pressure in the
Currency Snapshot Asian markets.
Future contract RBI
Latest Prevoius Economic and Corporate Developments
expire on Reference
Quote Close
27/11/12 Rate
The government will begin, on Monday, the auction for telecom spectrum
Indian Rupee Per $ 54.83 54.60 54.34
through which it is hoping to meet Rs 40,000 crore revenue target.
Indian Rupee Per € 69.78 69.55 69.43
Indian Rupee Per £ 87.39 87.04 86.97
Indian Rupee Per ¥ 69.13 68.33 68.31
*NSE Exchange India-China bilateral trade which flourished till last year is facing a
downturn in 2012 with overall trade declining to USD 55.6 billion in the
first ten months, while trade deficit for India has ballooned to USD 23
billion.
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2. India Morning Note
Monday, November 12, 2012
TOP GAINERS Buzzing Stocks
(BSE A-Group) Dena Bank expects to achieve a total business of Rs 1.5 lakh crore by
Previous Current the end of this fiscal on the back of sound growth in deposits and
Company Name Change(%)
Close( ) Price( ) advances.
M&M Fin.Services 901.75 962.15 + 6.70
Ashok Leyland 24.10 25.70 + 6.64
L&T Finance Holdings 62.35 64.20 + 2.97
Tata Motors will undertake three -day block closure at its Jamshedpur
Idea Cellular Ltd. 90.70 93.35 + 2.92 plant from November 12 to 14 in the wake of poor demand.
Aditya Birla Nuvo 922.80 947.80 + 2.71
(BSE Mid-Cap)
Previous Current Coal India Ltd is likely to take a final call on its exit from International
Company Name Change(%) Coal Ventures (ICVL) in the next board meeting.
Close( ) Price( )
Mahindra & Mah Fin 901.75 962.15 6.70
Ashok Leyland 24.10 25.70 6.64
Radico Khaitan 121.10 127.15 5.00 Pantaloon Retail and Future Ventures India will demerge their fashion
Shipping Corp 51.65 53.75 4.07 businesses into a new listed unit that will simplify the businesses into
Responsive Inds 93.00 96.00 3.23 three main segments.
TOP LOSERS
(BSE A-Group)
Reliance Communications expects the full revenue impact of its recent
Previous Current tariff hike to reflect by the next financial year.
Company Name Change(%)
Close( ) Price( )
Apollo Hospitals 858.05 804.80 -6.21
Aurobindo Pharma 178.45 170.20 -4.62
Andhra Bank 108.90 104.60 -3.95 Apollo Tyres said it has signed an agreement with striking workers for
SBI 2,243.55 2,156.35 -3.89
resumption of normal production at its Vadodara plant, bringing to an end
17 days of labour unrest at the unit.
Godrej Industries Lt 319.60 307.60 -3.75
(BSE Mid-Cap)
Previous Current
Company Name Change(%)
Close( ) Price( )
Manappuram Finance 38.15 32.85 -13.89
Apollo Hosp 858.05 804.80 -6.21
Maharashtra Seam 343.10 325.00 -5.28
Shree Global Trd 47.60 45.25 -4.94
Aurobindo Phar 178.45 170.20 -4.62
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