1. Weekly Market Outlook 28 April 2012
make more, for sure.
SNAPSHOT
DATA MATRIX FOR THE WEEK
After making a good bounce back in the last week, the Indian markets once again returned to the declining
23th Apr 2012 - 27th Apr 2012 path and in the F&O series expiry week the major indices were pounced by over one and half a percent. It
was after the plunge of first day that the markets never looked in confident position and kept losing
Weekly Markets traction till last, out of the five session's trade in the week, the markets closed lower in three, while the
other two sessions were mere consolidation with indices not showing any courage to break past their
Sensex 17,134 -1.38% range. There was shockwaves in the markets after global credit rating agency S&P threatened to
downgrade the sovereign bond rating of India and revised its economic outlook to negative from stable,
Nifty 5,191 -1.89% citing slow progress on its fiscal situation, as well as deteriorating economic indicators. Meanwhile there
Gold(US$/oz) 1,666.3 1.42% was good news for the OMCs reeling under cash crunch, the government in principle agreed to deregulate
diesel prices. On the F&O front, April series series ended on an absolutely flat note with marginal gains of
Re/US$ 52.45 0.73% less than half a percent.The Technology and Software counters remained among the prominent laggards
in the series, which was countered by the sharp gains in rate sensitive Automobile counter.
Dow 13,228 1.53%
Nasdaq 3,069 2.30% 2500 Volume* & Volatility Index (Nifty - Apr 2012) 25
FX Res (US$ Bn) 294.603 0.50% 2000 20
1500 15
Net FII / DII Equity Activity (Rs Cr) 1000 10
Upto 27.04.12 FIIs DIIs 500 5
0 0
Total Apr 2012 -2142.9 1029.8
16-Apr 17-Apr 18-Apr 19-Apr 20-Apr 23-Apr 24-Apr 25-Apr 26-Apr 27-Apr
Total 2012 37,089 -20,732 *NSE
Cash Volume (Rs bn) F & O Volume (Rs bn) Volatility Index %
Weekly Sector Movement
Sectors Close %
Auto 10,528 -2.09
Bankex 11,685 -3.03
CD 6,603 -1.25
CG 9,393 -4.87
FMCG 4,766 -0.81
Healthcare 6,752 -0.94
IT 5,568 1.96
Metal 10,890 -3.44 The Bombay Stock Exchange (BSE) Sensex shaved off 239.59 points or 1.38% to 17134.25 during the week
ended April 27, 2012. The BSE Mid-cap index was down by 176.92 points or 2.76% to 6240.80 and the
Oil & Gas 7,877 -0.84
Small-cap index down by 202.69 points or 2.94% to 6697.89. The S&P CNX Nifty plunged by 100.25 points
PSU 7,099 -4.10 or 1.89% to 5190.60. On the National Stock Exchange (NSE), Bank Nifty down 307.80 points or 2.94% to
10148.70, CNX IT up 90.90 points or 1.55% to 5940.35 while CNX mid- cap down 257.80 points or 3.38% to
Realty 1,663 -6.09 7368.60 and CNX Nifty Junior down 355.60 points or 3.40% to 10103.30.
WEEK AHEAD
Since the coming holiday truncated week marks the start of the new month, investor's will see a lot of economic data pouring in. Auto and
cement stocks will be in the focus as both Indian automobile and cement industry will report their sales number for the month of April 2012.
Also, India's export data for the month of March 2012 would be announced next week. India's manufacturing PMI data is also due to be released
on May 2, 2012. Meanwhile, investor's will also be closely watching a meeting of expert committee of sugar decontrol, headed by Prime
Minister's Economic Advisory Council Chairman C Rangarajan, on May 3 to finally decided on the long pending 'sugar decontrol' issue. From
the earning front, results from FMCG giant-Hindustan Unilever- on Tuesday, 1 May 2012, Hero MotoCorp on Wednesday, 2 May 2012 and
Bank of Baroda on Friday 4 May 2012, will be the major one to watch. On the global front, investor's will be awaiting the release of Jobless Claims
data and Employment Situation data from US on May 3 and 4, 2012 respectively. On the whole quite lackluster sessions we are expecting in
upcoming weak though 5130-5150 could be the crucial support zone. Any drift below this level may further cause some panic among traders
though next level of support could be around 4960-4980. HAPPY TRADING...
Please refer to important disclosures at the end of this report For Private circulation Only For Our Clients Only
1
Mansukh Securities and Finance Ltd SEBI Reg.No: BSE: INB 010985834, F&O: INF 010985834
Office: 306, Pratap Bhavan, 5, Bahadur Shah Zafar Marg, New Delhi-110002 NSE: INB 230781431, F&O: INF 230781431, DP: IN-DP-CDSL-73-2000, IN-
DP-NSDL-140-2000
Phone: 011-30123450/1/3/5 Fax: 011-30117710 Email: research@moneysukh.com
MCX/TCM/CORP/0740 NCDEX/TCM/CORP/0293
Website: www.moneysukh.com
4. Weekly Market Outlook
make more, for sure.
FORTHCOMING CORPORATE ACTIONS
Ex-Date Company Name NSE- Symbol Purpose
2-May-12 ABB Limited ABB AGM AND DIVIDEND RS.3/- PER SHARE
2-May-12 GM Breweries Limited GMBREW AGM AND DIVIDEND RS.2.50 PER SHARE
3-May-12 HCL Infosystems Limited HCL-INSYS 3RD INTERIM DIVIDEND RE.1/- PER SHARE
4-May-12 BOC India Limited BOC AGM AND DIVIDEND RS.1.50 PER SHARE
4-May-12 Foseco India Limited FOSECOIND INTERIM DIVIDEND
4-May-12 Abbott India Limited ABBOTINDIA AGM AND DIVIDEND RS.17/- PER SHARE
8-May-12 State Bank of Mysore MYSOREBANK ANNUAL GENERAL MEETING
8-May-12 Marico Limited MARICO 2ND INTERIM DIVIDEND
9-May-12 Godrej Consumer Products Limited GODREJCP INTERIM DIVIDEND
9-May-12 Ramsarup Industries Limited RAMSARUP ANNUAL GENERAL MEETING
10-May-12 Hexaware Technologies Limited HEXAWARE INTERIM DIVIDEND RS.1.50 PER SHARE
10-May-12 Chemfab Alkalis Limited CHEMFALKAL ANNUAL GENERAL MEETING
11-May-12 Bosch Limited BOSCHLTD DIVIDEND-RS.50 PER SHARE
11-May-12 Cambridge Solutions Limited CAMBRIDGE ANNUAL GENERAL MEETING
14-May-12 Bata India Limited BATAINDIA AGM /FINAL DIVID RS.5/- P/S & SPECIAL DIVID RE.1/- P/S
15-May-12 State Bank of Bikaner and Jaipur SBBJ ANNUAL GENERAL MEETING
16-May-12 Raymond Limited RAYMOND AGM AND DIVIDEND RS.2.50 PER SHARE
17-May-12 DIC India Limited DICIND DIVIDEND - RS.4/- PER SHARE
24-May-12 Infosys Limited INFY AGM / DIVIDEND - FINAL RS 22 + SPECIAL RS 10
28-May-12 Reliance Industrial Infrastructure Limited RIIL AGM AND DIVIDEND RS.3.50 PER SHARE
31-May-12 Reliance Industries Limited RELIANCE AGM AND DIVIDEND RS.8.50 PER SHARE
31-May-12 ICICI Bank Limited ICICIBANK AGM AND DIVIDEND RS.16.50 PER SHARE
6-Jun-12 Thomas Cook (India) Limited THOMASCOOK DIVIDEND - RS.0.375/- PER SHARE
8-Jun-12 Sesa Goa Limited SESAGOA AGM AND DIVIDEND RS.2/- PER SHARE
12-Jun-12 Indo Rama Synthetics (India) Limited INDORAMA AGM AND DIVIDEND RE.1/- PER SHARE
12-Jun-12 MRO-TEK Limited MRO-TEK ANNUAL GENERAL MEETING
15-Jun-12 VST Industries Limited VSTIND AGM AND DIVIDEND RS.65/- PER SHARE
19-Jun-12 CMC Limited CMC AGM AND DIVIDEND RS.12.50 PER SHARE
22-Jun-12 Granules India Limited GRANULES AGM AND DIVIDEND RS.2/- PER SHARE
28-Jun-12 HDFC Bank Limited HDFCBANK AGM AND DIVIDEND RS.4.30 PER SHARE
28-Jun-12 Hindustan Zinc Limited HINDZINC AGM AND DIVIDEND RE.0.90 PER SHARE
28-Jun-12 Wipro Limited WIPRO AGM AND DIVIDEND RS.4/- PER SHARE
28-Jun-12 Xpro India Limited XPROINDIA AGM AND DIVIDEND RS.2.50 PER SHARE
4-Jul-12 Magma Fincorp Limited MAGMA AGM AND DIVIDEND RE.0.60 PER SHARE
5-Jul-12 Mahindra & Mahindra Financial Services Limited M&MFIN AGM AND DIVIDEND RS.14/- PER SHARE
12-Jul-12 Mahindra Holidays & Resorts India Limited MHRIL AGM AND DIVIDEND RS.4/- PER SHARE
12-Jul-12 Jindal South West Holdings Limited JINDALSWHL ANNUAL GENERAL MEETING
12-Jul-12 Mahindra Lifespace Developers Limited MAHLIFE AGM AND DIVIDEND RS.6/- PER SHARE
13-Jul-12 EID Parry India Limited EIDPARRY ANNUAL GENERAL MEETING
19-Jul-12 Manali Petrochemicals Limited MANALIPETC AGM AND DIVIDEND RE.0.60 PER SHARE
20-Jul-12 Goa Carbon Limited GOACARBON AGM AND DIVIDEND RS.4/- PER SHARE
26-Jul-12 Binani Industries Limited BINANIIND AGM AND DIVIDEND RS.3/- PER SHARE
27-Jul-12 Standard Industries Limited SIL DIVIDEND-RE.0.75 PER SHARE
6-Aug-12 The India Cements Limited INDIACEM AGM AND DIVIDEND RS.2/- PER SHARE
8-Aug-12 Cairn India Limited CAIRN ANNUAL GENERAL MEETING
16-Aug-12 BASF India Limited BASF AGM AND DIVIDEND RS.4/- PER SHARE
4
Mansukh Securities and Finance Ltd SEBI Reg.No: BSE: INB 010985834, F&O: INF 010985834
Office: 306, Pratap Bhavan, 5, Bahadur Shah Zafar Marg, New Delhi-110002 NSE: INB 230781431, F&O: INF 230781431, DP: IN-DP-CDSL-73-2000, IN-
DP-NSDL-140-2000
Phone: 011-30123450/1/3/5 Fax: 011-30117710 Email: research@moneysukh.com
MCX/TCM/CORP/0740 NCDEX/TCM/CORP/0293
Website: www.moneysukh.com
5. Weekly Market Outlook
make more, for sure.
EQUITY CALLS PERFORMANCE FOR THE WEEK ENDED 27th Apr 2012
Total No. of Calls Profitable Calls Positional/Hold Exit/Stop Loss Success Rate
26 17 1 8 68.00%
NAME DESIGNATION E-MAIL
Varun Gupta Head - Research varungupta@moneysukh.com
Pashupati Nath Jha Research Analyst pashupatinathjha@moneysukh.com
Vikram Singh Research Analyst vikram_research@moneysukh.com
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Mansukh Securities and Finance Ltd SEBI Regn No. BSE: INB010985834 / NSE: INB230781431
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Office: 306, Pratap Bhavan, 5, Bahadur Shah Zafar Marg, New Delhi-110002 NSE: INB 230781431, F&O: INF 230781431, DP: IN-DP-CDSL-73-2000, IN-
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DP-NSDL-140-2000
Phone: 011-30123450/1/3/5 Fax: 011-30117710 Email: research@moneysukh.com
MCX/TCM/CORP/0740 NCDEX/TCM/CORP/0293
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