1.
India Morning Note
a g
Wednesday, August 01, 20
012
Dom
mestic Mark
kets Snapsh
hot Views on markets t
today
Nam of Index
me Jul 30 Jul 31 Change (%)
) • India markets edged hig
an s gher for th third straight
he
Sensex 17,143.68 17,236.18 0.54% sesssion yesterd
day as softw
ware service exporters such
es s
CNX Nifty
X 5,199.80 5,229.00 0.56% as Tata Consul
T ltancy gained on cont tinued hope for
es
BSE Mid-cap 5,977.84 6,012.28 0.58% mon netary stimulus from global cen ntral banks. The
BSE IT 5,303.44 5,345.02 0.78% Reseerve Bank o India sou
of ught to imp prove liquidity by
cuttiing the proportion of s
securities th lenders must
hat
BSE Banks 11,943.42 11,910.46 -0.28%
hold, but the ac
ction was offfset as the central bank also
FII A
Activity (`Cr) raise its inflat
ed tion outlook casting doubt abou the
k, ut
Date
e Buy Sell Net future timing an scope of interest rat cuts.
nd te
30-Jul 2,680 1,473 1206 • Montek Singh Ahluwalia said tha
a at weaker-than-
27-Jul 2,685 2,043 642 expeected rains during the monsoon season are also
e e
Tota Jul
al 47,833 37,882 10631 raising worriees about inflation. The dr
rought
2012 YTD 371,358 320,397 51641 threatening the country co
e ould make it harder fo the
or
MF A
Activity (`Cr) goveernment to raise subs sidised fuel prices. The BSE
e
Senssex rose 92 2.50 points or 0.54%, up close to 232
o
Date
e Buy Sell Net
points from the day's low aand off abou 17 points from
ut s
27-Jul 482 399 83 the day's high.
d
26-Jul 799 398 401
• Fuel retailers such as Hind
dustan Petrroleum Corp also
p
Tota Jul
al 8,241 9,883 -2012
rose after the oil minist
e try demand ded the finance
2012 YTD 71,384 78,871 -7857
ministry to com mpensate tthese comp panies for l
losses
Volu
ume & Adva
ances / Dec
clines sustained in th April-June quarter fo selling fu at
he e or uel
NSE BSE cheaaper rates. Software services ex xporters ros on
se
Trad
ding Volume (Cr) 61.47 20.22
hope the Federal Reserve and Europe
es e ean Central Bank
l
would unveil fuurther moneetary stimul
lus steps at their
t
Turn
nover (`Cr) 10,839 2,038
polic meetings this week.
cy s
Advances 761 1,435
Declines 676 1,296 • Bharrti Airtel ffell 2.9% a after the Economic T Times
newspaper rep ported that the company is exp ploring
Unchanged 87 135
ing new sha
issui ares to raise funds amo
e ong other opptions
Tota
al 1,524 2,866
to ra
aise. Titan IIndustries fell 4.74% after the wa
a atches
Glob Markets
bal and jewelry ma aker missed analyst estimates w
e with a
Inde
ex Late Values
est Change (%)
) 8.33 rise in Ap
3% pril-June net profit.
t
DJIA
A 13,008.68 -0.49% • Markket breadth was posit
h tive at ~1.11x as inveestors
NAS
SDAQ 2,939.52 -0.21% bougght large c cap stocks. On provissional basis FIIs
s,
Nikk *
kei 8,601.63 -1.07% bougght equity of `8.80bn while dom mestic institu
utions
Hang Seng * 19,848.68 0.26% sold equity of `4
4.93bn in ca segmen
ash nt.
* as o 8.25AM IST
of • Asian markets a mixed to
are oday but sh
howing weak
kness,
Curr
rencies / Co
ommodities Snapshot
s as US stocks fall and China's factory data was
a
Latest Previous disappointing.
Quote Close • We expect a w weak opening for the Indian ma
arkets,
Indian Rupee per $ 55.60 55.43
following the cu from the Asian mar
ues e rkets.
Indian Rupee per € 68.38 67.95
Econom and Cor
mic rporate Dev
velopments
s
NYM
MEX Crude Oil($/bbl) 87.84 88.06
Gold ($/oz)
d 1,613.80 1,610.50 • Goveernment approves `1 1900Cr pac
ckage to s
states
Silve ($/oz)
er 27.91 27.91 facin drought-like situatio
ng on.
Keyn
note Capitals Research
h (reseaarch@keyno otecapitals.net) (+91222-3026600 00)
Keyynote Capita Research is also available on
als h
Bloo
omberg KNTE <GO>, Tho
E omson One A Analytics, Re
euters Knowwledge, Capit IQ, TheMa
tal arkets.com and securitie
a es.com
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utional Resea
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2.
TOP GAINERS Buzzin Stocks
ng
(BSE A-Group)
E
• DoT to ask GS Telcos like Bharti, Vodafone and
T SM
Previous Currennt Change Idea to stop 3G roaming se
a G ervices.
Com
mpany Name
e
Close(`
`) Price(`
`) (%)
Essa Oil
ar 50.45
5 55.60 10.21 • God
drej Properrties to d
develop 1.85 lakh sqft
Man
nappuram Fin
n 30.85
5 33.70 9.24 Gha
atkopar Tow
wnship.
Muthoot Fin 126.30
0 133.00 5.30 • 3i In
nfotech allo 2.14 Cr shares at `19.74per share
ots `
Unit
ted Spirits 771.05
5 809.30 4.96 as per CDR pac
p ckage to var
rious lender
rs.
TTK Prestige 3403.30
0 3565.65 4.77
• Karv files for
vy eccan Chronicle
rgery case against De
(BSE Mid-Cap)
E (DCHL).
Previous Currennt Change • MOE recomm
EF mends OMD sahi Mines for
DC Bhadras
Com
mpany Name
e
Close(`
`) Price(`
`) (%)
environmental clearance.
COX KINGS
X 124.35 139.50 12.18
Essa Oil
ar 50.45 55.60 10.21 • Coal India Boar agrees to 80% trigge level, 65% on
rd o er %
Man
nappuram Fin
n 30.85 33.70 9.24 dom
mestic coal, 15% impo ort. Penalty clause to be
y o
Shoppers Stop 350.35 370.00 5.61 revised in the n
next meetin Board ag
ng. grees for im
mport
& prrice pooling Import am
g. mounts to 188-20 MT for this
r
Muthoot Fin 126.30 133.00 5.30
year.
TOP LOSERS US markets
(BSE A-Group)
E US ma arkets fell after pessim
mism over Europe rose and
Previous Currennt Change the investors kept caution ahead of Fed's liquidity
Com
mpany Name
e
Close(`
`) Price(`
`) (%) on.
decisio
Titan Inds 232.10
0 222.25
5 -4.24
Suzl
lon Energy 19.10
0 18.45
5 -3.40
GMR Infra
R 24.05
5 23.30
0 -3.12
WEL
LCORP 105.35
5 102.20
0 -2.99
God
drej Inds 245.15
5 237.85
5 -2.98
(BSE Mid-Cap)
E
Previous Currennt Change
Com
mpany Name
e
Close(`
`) Price(`
`) (%)
Shre Global Trd
ee d 76.70 72.85 -5.02
Glod
dyne Tech 208.00 197.65 -4.98
Jinda Saw
al 124.65 119.85 -3.85
Suzl
lon Energy 19.10 18.45 -3.40
INDI
IAB POWER 13.21 12.78 -3.26
Keyn
note Capitals Research
h (resea
arch@keyno
otecapitals.net) (+912
22-3026600
00)

3.
India and Globa Economic Calendar
a al c
Countries / Wedn
nesday Thu
ursday Friday
F Monday
M
Reg
gions 1-A
Aug 2-Aug 3-Aug
3 6-Aug
Ind
dia Trade defi
icit Forex Re
eserves Dat
ta
Bank Loa Growth
an
US FED mone etary policy Initial Job
bless Claims
s Average Hourly
e
& interest rate
t Earnings (YoY) &
s
Average Weekly
e
Hours
ISM mfg P
PMI Factory O
Orders Nonfarm Payrolls &
m
(MoM) Unemplooyment Rate
Construction ISM Non-
spending Manufac
cturing PMI
Glo
obal Germany market UK's Halif
fax House UK Mark Services
ket Japan In
ndustrial
mfg data Prices (MoM) PMI Producttion Data
UK's BoE Interest Germany Market
y
Rate Dec
cision Services PMI
s
KEYN
NOTE CAPITTALS LTD.
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9122-30266
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m
Disclaiimer: This re
eport is purely for informa ation purpose and is bassed on public information News cont
c n. tent is attribu
utable to
various media, unle specified otherwise. A market related statistic data perta
ess All cal ains to the im
mmediately preceding trad ding day,
unless stated other
s rwise. Neithe the informa
er ation nor any opinion expressed in this report constitutes an off
y s fer, or an invitation to
make an offer, to bbuy or sell the securities m
mentioned he erein. We or any of our directors, offic
cers or emplo
oyees shall not in any
way be responsible for any loss arising from the use of this report. Investors are advised to apply their own judgmen before
e e s m e o nt
acting on the conteents of this re
eport. The rep
port has not been edited due to time c
d constraints.