1.
India Morning Note
a
Tuesd
day, Septem
mber 25, 201
12
Dom
mestic Markets Snapshot
t V
Views on ma
arkets today
y
• The Sensex erased initial gains and closed 79 points
Nam of Index
me 21-Sep 24-Sep Change
lower on selling in H
n HUL, ITC and HDFC, am a weak
mid
Sens
sex 18,752.83 18,673.34
1 -0.42% global tr
rend. The B BSE benchm mark index, which had
CNX Nifty 5,691.15 5,669.60 -0.38% surged to 14-month high in t
t the previou session,
us
climbed 58.30 point at the be
ts eginning but failed to
BSE Mid-cap 6,432.43 6,453.88 0.33%
sustain t
the moment tum. It finally ended at 18,673.34,
y
BSE IT 5,982.85 5,966.56 -0.27% down 79 9.49 points, or 0.42%. Meanwhile, t
M the Nifty50
BSE Banks 13,037.34 13,100.82
1 0.49% slipped 21.55 points to 5,669.60 weighed d
2 0, down by oil
& gas an FMCG stoc
nd cks.
FII Ac
ctivity (`Cr)
• Power p projects fina
anciers like Rural Electrification
e
Corporattion, PTC Ind and Powe Finance C
dia er Corporation
Date
e Buy Sell Net gained 2-5% on hop
2 pes of debt restructuring package
21-Se
ep 6,835 4,363 2472 for SEBs.
20-Se
ep 3,174 3,176 -2 • Bajaj Hin
ndusthan, Sh
hree Renuka Sugars and Balrampur
Total Sept
l 42,747 30,983 11764 Chini sho up by 2-3% ahead of the cabinet m
ot % t meeting.
2012 YTD
2 469075 393473 75602 • FMCG majors ITC and HUL dropp
d ped over 2% while oil &
gas prod
ducers Relian
nce Industrie and ONGC down by
es C
MF A
Activity (`Cr) 1.6-2%.
Date
e Buy Sell Net • Among t the 13 sectoral indices, e
eight sectors closed in
negative while remaining fiv
e, ve sectors closed in
20-Se
ep 506 710 -204
positive. Top Gainer BSE pow
rs: wer rose by 1.7%, BSE
18-Se
ep 628 1,098 -471 Realty gaained by 1.4
45%, BSE CG surged by 1 1.15%. Top
Total Sept
l 6,112 7,832 -1720 Losers: BBSE FMCG d down by 1.448%, BSE O and gas
Oil
down by 1.43%.
2012 YTD
2 118463 128277 -9814
• Market bbreadth was positive at ~1.41x as investors
s t s
Global Markets bought large cap s stocks. On provisional basis, FII
bought equity of `1
e 15.96bn and domestic i
d institutions
Index
x Latest Values
t Change (%) sold equity of `11.56
6bn in cash s
segment.
DJIA 13
3,558.92 -0.15% • Asian sto
ocks droppe excluding Japanese m
ed markets, as
Nasd
daq 3,160.78
3 -0.60% renewed global grow concerns weigh on sh
d wth s hare prices
Nikke
ei 9,095.28
9 0.29%
for comm
modity and c
construction firms.
H Seng 20
0,673.59 -0.10% • We expe a flat ope
ect ening for the Indian mar
e rkets today
following the Asian markets and profit taking for the
g d
* as of 8.25AM IST
f
investors However, governmen
s. nt's reform measures
Curre
ency Snapsh
hot for powe sector ma help mar
er ay rkets to stan firm on
nd
the curre levels.
ent
Future contract RBI Economic a
and Corporate Developm
ments
Latest Previous
expir on
re Reference
R
Quote Close
26/09/12 Rate • Governmment cleared State ele
ectricity bo
oard (SEB)
India Rupee per $
an 53.38 53.48 53.29 restructu
uring packag
ge
India Rupee per €
an 69.15 69.08 68.95 • Companies bill may be put up for cabine nod by
y p et
India Rupee per £
an 86.60 86.64 86.44 October first week
India Rupee per ¥
an 68.51 68.50 68.28 • Inter ministerial gro
oup (IMG) h
has reviewed total 58
d
coal bloc that were sent showc
cks e cause notice
e
* NSE Exchange
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2.
TOP GAINERS
G Buzzing Stocks
(BSE A-Group) • Governm
ment defers call on hiki
s ing sugar pr
rices
Previous Current Change
Company Name • Maruti t hike car p
to prices within a week
n
Close(`) Price(`) (%)
Lanco Infra 13.74 15.06 9.61% • Honda t raise prices of top selling mod
to dels Brio,
Ober Realty
roi 232.8 255.05 9.56% Jazz and City from O
d October 1
ADAN POWER
NI 46.9 50.6 7.89% • Adani P
Power pled
dges additio
onal 7 cror shares
re
Suzlo Energy
on 17.25 18.46 7.01% (3.25% stake)
Torre Power
ent 157.45 168.1 6.76% • Jindal S
Steel raises Rs 660 c
s crore bridge loan to
e
(BSE Mid-Cap)
E finance its CIC Ener
rgy Acquisit
tion
Previous Current Change • Oil India in talks w
a with Carrizo Oil & Gas to acquire
o
Company Name
Close(`) Price(`) (%) stake in Shale gas a
n assets
Lanco Infra 13.74 15.06 9.61%
• Tata Steeel ruled ou any plan to exit from Dhamra
ut m
ABG Shipyard 348.55 380.05 9.04% Port in O
Odisha
Suzlo Energy
on 17.25 18.46 7.01%
• Two bid
dders eye M
Mallya’s 30% stake in M
% Mangalore
INDIA POWER
AB 13.15 14.07 7.00%
Chemica and Fert
als tilisers
Greaves Cotton 68.8 73.4 6.69%
• Idea Cellular rules out further tariff hikes for now
TOP LOSERS
L • Alok Inddustries bo
oard to mee today to consider
et
(BSE A-Group) rights is
ssue
Previous Current Change • Officials from IRDA will meet FM to dis
s A t scuss tax
Company Name
Close(`) Price(`) (%) relief measures for the life insu
urance industry
Ruch Soya
hi 77.65 69.7 -10.24% • BPCL, Oman Oil JV t list IPO by next year
O to y
Apoll Tyres
lo 97.2 92.95 -4.37%
Exide Inds
e 148.95 142.85 -4.10%
Cadil Health
la 860.3 830 -3.52%
Bhar Elect
rat 1225.55 1185 -3.31%
(BSE Mid-Cap)
E
Previous Current Change
Company Name
Close(`) Price(`) (%)
Ruch Soya
hi 77.65 69.7 -10.24%
Elant Beck-$
tas 1475.4 1399.95 -5.11%
Gujarat StateFert 83.55 79.3 -5.09%
Tulip Telecom
p 54.15 51.45 -4.99%
Anan Raj Inds-$
nt 56.95 54.15 -4.92%
Keyno Capitals Research
ote (research
h@keynotecapitals.net) (+9122-3026
66000)

3.
India and Global Economic C
Calendar
Cou
untries / Tuesd
day Wednesday Thursda
ay Friday
Reg
gions 25/Se
ep 26/Sep 27/Sep
p 28/Sep
Fe
ederal Fiscal
India
De
eficit, INR (Au
ug)
Ex
xternal Debt (Q2)
FX Reserves, U
X USD
(Se 16)
ep
Co Personal
ore
S&P/Case-Sh hiller MBA Mortgag
M ge
Durable Goodds Coonsumption
US Home Price Indices Applications (Sep
A
Orders (Aug)
O Exxpenditure - Prices
(YoY) (Jul) 21)
2
Inddex (YoY) (Aug)
Gross Domesttic Chhicago Purchasing
Consumer New Home Sales
N
Pr
roduct Annualized Maanagers' Indeex
Confidence (Sep) (MoM) (Aug)
(Q
Q2) (Seep)
Richmond Feed
EIA
E Crude Oil Stocks nitial Jobless Claims
In
Manufacturing Index
change (Sep 21)
c (S
Sep 22)
(Sep)
Germany Gf fk
Ch
hina HSBC
Consumer Euro Consum Price
E mer EU Unemplo
UR oyment
Global Maanufacturing PMI
g
Confidence Survey Index (MoM) (Sep) Change (Sep)
(Se
ep)
(Oct)
China UBS Fra
ance Gross
Euro Retail S
E Sales EU M3 Mone
UR ey
Consumption Doomestic Prod
duct
(MoM) (Aug) Su
upply (3m) (
(Aug)
Indicator (Au
ug) (Yo (Q2)
oY)
Euro Wage Inflation Japan Foreign bond
n GBP Gross Do
omestic
(MoM) (Jul) investment (Sep 21) Pr
roduct (QoQ) (Q2)
ECB Presideent
Draghi's Speeech
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