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Morning Market

July 01, 2010


NEWS

Sector

Stock

INDIA
Base rates for banks: -ICICI Bank:7.5%, Kotak Mahindra Bank:7.25% ,HDFC Bank:
7.25% ,Axis Bank : 7.5%, South Indian Bank :8.10%, Karnataka Bank: 8.75%,J&K
Bank:8.25%

Banks

Tata Power will raise USD 300 million by selling 14-15% stake in its Indonesian Coal
SPVs to PE firm Olympus Holdings, the company will also sell its stake in Bhira
Investments & Bhivpuri Investments

Tata Power

MTNL is likely to raise money through a bond issue for repayment of its debt for the
3G spectrum

MTNL

Oil Marketing Companies are set to raise ATF prices by Rs, 1343/kilolitre

OMCs

US Advisory firm Glass Lewis has advised investors of Parkway Holdings against
the bid by Khazanah

Fortis

REC will raise USD 400 million through ECBs

REC

Auto and Cement sales number for the month of June expected to be released today Auto, Cement
M&M counters US lawsuit over Scorpio launch

M&M

GMR and GVK have approached the Competition Commission of India to get
clearance for a 10% hike in aeronautical charges like landing and parking tariffs

GMR, GVK

CESC may consolidate all 4 SPVs as a mother subsidiary of CESC, final decision
to be taken after the promoters take a call on the tax and dividend payout
implications

CESC

Other Region
Australian retail sales rose in May by 0.2 per cent for a third month as consumers boosted spending on clothing and at
department stores.
Spains top credit ranking was placed on review for a possible downgrade by Moodys Investors Service as the
country prepares to sell as much 3.5 billion euros ($4.3 billion) of five-year notes today.

DATA RELEASES
TIME

COUNTRY

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DATA

SURVEY

PRIOR

Morning Market
TRACKING MARKETS

COMMODITIES AND CURRENCIES

Last price

1 Day
Change

5 Day
Change

Last price

1 Day
Change

5 Day
Change

17700.90

0.95

-0.31

Gold (MCX)

18852.00

-0.02

0.85

Nifty

5312.50

0.00

-0.15

Silver (MCX)

29607.00

0.11

1.14

Dow Jones

9774.02

-0.98

-5.09

Crude (Nymex)

74.86

-1.03

-2.17

FTSE (UK)

4916.87

0.05

-5.05

Copper (MCX)

305.80

0.67

-0.05

Nasdaq

2109.24

-1.21

-6.43

Nikkei

9200.42

-1.94

-7.33

Currencies

Last price

1 Day
Change

5 Day
Change

20128.99

-0.59

-2.92

INR

46.45

0.08

-0.57

1 Day
Change

5 Day
Change

Euro

1.22

-0.19

-0.96

Last price

Yen

88.17

0.32

1.66

Wipro

12.00

-0.41

-6.98

MTNL

2.79

2.57

-0.36

Last price

1 Day
Change

5 Day
Change

Patni

22.83

6.43

-10.26

Shipping

2059.79

-3.36

-5.30

Tata Motors

17.19

1.78

-3.81

Baltic Dry Index

2447.00

-1.41

-3.93

HDFC Bank

142.97

0.42

-4.46

Coal

4164.67

-5.15

-8.00

ICICI Bank

36.14

-0.36

-6.32

Steel

3216.54

-4.04

-6.59

Infosys

59.91

0.00

-3.68

Water

1845.85

-0.10

-2.92

Nuclear

2041.38

-0.43

-4.59

Timber Forestry

1013.31

-0.27

-5.42

Index
Sensex

Hang Seng

ADRs

Capitalization

Total

Large Cap Stocks

163

120

43

2.79

Mid-Cap Stocks

447

257

190

1.35

Small Cap Stocks

711

88

623

0.14

Commodities

Index

Advances Declines AD Ratio

FII ACTIVTIES
FII Figures (Cr)

28-Jun
1500
1000
500
0
-500
-1000
-1500
-2000

29-Jun

30-Jun

30-Jun
Cash

Cash

Index Futures

Index Options

Stock Futures

Stock Options

589.88

Index
Futures

95.82573

Index
Options

540.02

Stock
Futures

-276.93

Stock
Options

5.43

Cumulative FII positions as percentage of total gross market position in the derivative segment as on Jun 30, 2010
is 37.21%.

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Morning Market
SECTORS

1 Day Change

5 Day Change

India (t-1)

Asia (t)

US(t)

EU(t)

Brazil(t)

India (t-1)

Asia (t)

US(t)

EU(t)

Brazil(t)

Automobiles

0.92

-1.07

0.55

0.51

1.28

-6.91

-7.65

-4.48

Banks

0.53

-1.02

-1.14

0.79

-2.31

-1.84

-4.84

-5.74

-6.66

-9.70

Chemicals

1.43

-0.03

-1.72

0.17

0.24

2.36

-7.63

-7.09

-5.50

-1.10

Construction and
Materials

0.55

-0.47

-1.21

-0.05

0.42

-6.09

-8.02

-6.60

Electricity

0.52

-0.41

-0.82

-0.59

-1.43

0.70

-0.39

-2.01

-8.15

-0.51

Fixed Line
Communication

2.98

0.13

-1.44

0.18

0.41

0.00

-1.90

-4.63

-3.29

-4.80

Financials

-0.11

-0.62

-1.18

0.02

-2.51

-1.87

-7.94

-5.88

-6.87

-9.19

Retailers

1.60

-2.00

-0.96

1.36

-1.33

1.69

1.69

-6.79

-5.95

-5.24

Engineering

1.46

-0.57

-0.97

0.76

-0.21

-7.85

-7.31

-6.82

Metals

0.50

-1.20

-2.22

-2.33

-2.66

-3.30

-7.73

-10.28

-11.41

-8.97

Media

3.47

-0.03

0.00

0.35

-3.13

4.83

-5.17

-7.17

-3.62

-9.28

Mining

-0.44

0.13

0.09

-1.76

-4.05

-9.33

-1.37

-11.24

Mobile
Telecommunications

0.39

-0.77

-0.93

0.41

-1.63

2.14

-1.17

-6.19

-1.39

-4.82

Oil and Gas Producers

1.60

-0.77

-0.75

0.66

-0.01

10.74

-5.80

-6.79

-5.49

-5.36

Pharmaceutical

0.63

-1.06

-0.90

0.75

0.79

-4.89

-2.56

-2.21

Real Estate

0.91

-0.92

-1.36

-1.08

-1.08

-0.81

-8.46

-6.46

-7.60

-8.08

Software

-0.05

-0.03

-1.44

-0.11

-2.05

-7.12

-7.24

-3.38

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Morning Market
TECHNICALS
Sector
Nifty Spot
Nifty Fut
Bank
Bank
Bank
Bank
Bank
Financials
Financials
Real Estate
Real Estate
Oil and Gas
Oil and Gas
Oil and Gas
Oil and Gas
Oil and Gas
Metals
Metals
Metals
Metals
Infra
Infra
Infra
Sugar
Sugar
Sugar
FMCG
FMCG
Fertilizers
Fertilizers
Power
Power
Power
Power
Power
Tele Com
Tele Com
Pharma
IT
IT

Prev
Expiry

Stock

Close

30DMA

100DMA

200DMA

Trend

5,260
5,273
2,050
934
1,926
314
1,155
773
49
299
287
1,091
1,057
136
299
62
638
243
821
178
2,382
151
1,642
73
141
83
265
232
60
30
1,023
201
149
73
1,351
169
314
469
2,814
830

SBI
ICICI
HDFC
Bank of India
Axis Bank
Rel Cap
IFCI
DLF
HDIL
Reliance
ONGC
Essar Oil
Cairn
RNRL
Tata Steel
SAIL
Sterlite
Hindalco
BHEL
JP Associates
LT
Renuka
Bajaj Hind
Praj
ITC
HUL
Chambal
Nagarjuna
Rel Infra
NTPC
Rpower
Suzlon
Tata Power
Rcom
Bharti
Ranbaxy
Infosys
TCS

5,312.50
5,318.95
2,305.00
860.10
1,932.95
348.65
1,239.10
762.30
57.15
289.00
250.20
1,089.15
1,315.60
141.00
304.10
66.20
486.45
193.30
170.30
144.60
2,456.00
128.65
1,809.25
67.80
116.85
81.85
305.60
268.00
66.30
31.95
1,208.80
199.50
171.55
57.90
1,300.00
198.50
262.40
460.95
2,790.00
752.00

5,250.00

5,350.00

2,270.00
830.00
1,870.00
336.00
1,220.00
753.60
54.50
280.00
240.00
1,050.00
1,260.00
134.00
296.00
63.00
471.00
186.70
164.00
140.00
2,400.00
121.00
1,750.00
64.50
110.00
79.50
292.00
260.00
63.40
30.80
1,155.00
194.00
166.00
56.00
1,280.00
188.00
260.00
4,445.00
2,707.00
734.70

2,330.00
870.00
1,965.00
353.00
1,266.00
788.00
60.30
297.00
260.00
1,135.00
1,330.00
144.00
317.00
68.60
500.00
199.40
175.00
146.00
2,490.00
132.00
1,840.00
70.30
121.00
82.50
308.00
274.00
67.00
32.40
1,225.00
204.00
176.00
58.00
1,330.00
208.00
270.00
470.00
2,833.00
767.00

5115
5121
2293
854
1912
331
1225
696
53
275
231
1035
1170
126
296
57
487
199
164
146
2356
124
1689
63
109
79
282
249
60
29
1106
199
160
57
1266
167
266
432
2694
748

5117
5121
2148
893
1860
341
1181
738
52
299
273
1041
1100
135
289
61
574
217
189
161
2397
137
1603
71
133
85
262
238
62
31
1063
203
151
68
1307
165
287
447
2664
762

5069
5072
2171
879
1767
364
1084
801
53
344
310
1050
1138
141
282
68
563
207
197
151
2359
145
1613
89
170
91
253
254
59
32
1101
209
76
1328
187
312
442
2527
711

Positive
Positive
Positive
ST Positive
Positive
ST Positive
Positive
ST Positive
Positive
ST Positive
ST Positive
Positive
Positive
Positive
Positive
ST Positive
Negative
Negative
ST Positive
Negative
Positive
ST Positive
Positive
ST Positive
ST Positive
ST Positive
Positive
Positive
Positive
ST Positive
Positive
ST Positive
ST Positive
ST Positive
ST Positive
Positive
Negative
Positive
Positive
ST Positive

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Morning Market
CORPORATE EVENTS
Date

Symbol

Event

13-Jul-10

EXIDE INDUSTRIES LTD

Q1 Unaudited Financial Results

14-Jul-10

HDFC LTD

Q1 Unaudited Financial Results

13-Jul-10

INFOSYS TECHNOLOGIES LTD

Q1 Unaudited Financial Results

15-Jul-10

COLGATE PALMOLIVE (INDIA) LTD

Q1 Unaudited Financial Results

DIVIDENDS
Symbol

Dividend

Per Share

Ex Date

Record/B.C Date

DRREDDY

Final

11.25

02-Jul

06-Jul

EXIDE

Final

0.40

02-Jul

06-Jul

SESAGOA

Final

3.25

02-Jul

06-Jul

TATACHEM

Final

9.00

02-Jul

06-Jul

VIJAYA BANK

Final

2.50

02-Jul

06-Jul

BONUS / STOCK SPLITS


Symbol

Bonus/Stock Split

Ratio

Ex-Date

Record/B.C Date

TULIP TELECOM LTD

Stock Split

10:02

06-Jul

07-Jul

Ex-Date

Record/B.C. Date

Comment

Record/B.C. Date

RIGHTS ISSUE
Symbol

Right Ratio

Price

BUY BACK
Symbol

% of Paid Up

Price

OPEN OFFER
Symbol

% of Paid Up

Price

Open

End

ABB LTD

22.89%

900

8-Jul-10

27-Jul-10

AREVA T&D HOLDINGS LTD

20.00%

295.34

22-Jul-10

10-Aug-10

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Morning Market

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