MORNING NOTE

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Rajesh Desai

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Feb 6, 2013, 11:14:13 PM2/6/13
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Asian Market is trading lower as Hang Seng was down by 0.49% while Nikkei 225 was down by 0.78% and Chinese markets were down by 1.03%.

Asian stocks fell, dragging the regional benchmark equities index down from an 18-month high, amid renewed concern about Europe’s debt crisis.

Overnight U.S.  markets were up by 0.05%. SGX Nifty at 8:00AM  was trading at 5961 with a loss of 11 points.

 

MARKET STATS AT 8:00AM

Domestic Indices

Last Price

CH

% CH

% CH 5D

N-Ferrous Metals

Last Price

CH

% CH

% CH 5D

Sensex

19639.72

-20.10

(0.10)

(1.28)

Copper

8240.00

-5.00

-0.06

0.92

Nifty

5959.2

2.30

0.04

(1.25)

Aluminum

2098.00

-1.00

-0.05

0.33

Global Indices

Last Price

CH

% CH

% CH 5D

Zinc

2154.00

-14.00

-0.65

0.42

Dow Jones

13986.52

7.22

0.05

0.55

Nickel

18300.00

-25.00

-0.14

(0.14)

NASDAQ

3168.479

-3.10

(0.10)

0.83

Lead

2410.00

-12.00

-0.50

(0.86)

S&P 500

1512.12

0.83

0.05

0.68

Bullion & Crude Oil

Last Price

CH

% CH

% CH 5D

FTSE 100

6295.34

12.58

0.20

(0.44)

Gold

1678.45

0.75

0.04

0.66

CAC 40

3642.9

-51.80

(1.40)

(3.26)

Silver

31.84

0.01

0.02

0.05

DAX

7581.18

-83.48

(1.09)

(2.95)

NYMEX Crude Oil

96.77

0.15

0.16

(0.74)

Nikkei 225

11374.26

-89.49

(0.78)

2.12

ADR/GDR

Last Price

CH

% CH

% CH 5D

Hang Seng

23142.23

-114.70

(0.49)

(2.47)

Infosys

52.89

0.29

0.55

0.11

Shanghai

2411.955

-22.52

(0.93)

1.11

ICICI B

45

-0.69

-1.51

(3.04)

CSI 300

2747.639

-28.21

(1.02)

2.26

Wipro

9.42

-0.07

-0.74

(0.63)

KOSPI

1933.19

-3.00

(0.15)

(1.47)

Sterlite

8.17

0.02

0.25

(5.88)

Taiwan

7906.65

19.71

0.25

0.94

HDFCB

38.61

-0.70

-1.78

(5.34)

Indices Future

Last Price

CH

% CH

% CH 5D

Tata Mo

27.2

-0.20

-0.73

(2.33)

SGX Nifty

5961

-11.00

(0.18)

(1.86)

Tata Com

8.48

-0.03

-0.35

(2.42)

Dow Jones

13916

-12.00

(0.09)

0.86

DR.Reddy

35.88

-0.12

-0.33

(1.56)

Currencies & Freight

Last Price

CH

% CH

% CH 5D

MTNL

0.905

0.00

0.00

0.00

USD-INR X-RATE

53.12

-0.05

0.08

0.20

Patni

#N/A N/A

#N/A N/A

#N/A N/A

#N/A N/A

EUR-INR X-RATE

71.75

-0.21

0.30

0.48

SBI

91.9

-0.10

-0.11

(1.92)

INR-JPY X-RATE

1.76

-0.01

0.34

(2.27)

RIL

32.95

-0.39

-1.17

(2.23)

BALTIC DRY INDEX

740

1.00

0.14

-3.52021

L&T

28.65

-0.19

-0.66

(3.21)

SOURCE:BLOOMBERG

 

     ECONOMY:

  * Statistics dept to release FY13 GDP growth est. Bloomberg survey est. 5.5%.

 

EQUITY MOVERS:

  * AstraZeneca Pharma India 3Q loss 177m rupees vs 149.4m  profit.

  * Cipla 3Q profit 3.39b rupees vs 2.7b. Analyst est. 3.5b. MD  Y.K. Hamied to retire March 31.

  * Godrej Industries 3Q profit 1.79b rupees vs 847.3m.

  * JK Lakshmi Cement 3Q profit 412.4m rupees vs 492.4m. Analyst est. 333m rupees.

  * Manappuram Finance 3Q profit 843.8m rupees. Est. 1.13b rupees.

  * NTPC shr sale minimum price set at 145 rupees apiece, or 4.5% discount to closing yday.

  * Speciality Restaurants 3Q profit 66.7m rupees vs 48.1m.

  * Tech Mahindra 3Q net income 2.76b rupees, same as last yr. One-time loss 1.25b rupees. Analysts est. 3.1b rupees.

  * United Breweries 3Q profit 335.2m rupees vs 286.2m rupees. Est. 403m rupees.

 

WHAT TO WATCH:

  * ACC 4Q profit may decline to 2.28b rupees from 4.7b yr earlier, median of 31 analyst est. shows.

  * Ambuja Cements 4Q profit expected at 3.12b rupees vs 3.02b rupees, according to median of 38 analyst est.

  * India’s central bank should leave interest rates unchanged until inflation is contained, IMF says.

  * April-Jan. net direct tax collection +12.5% to 3.9t rupees vs 3.47t rupees yr ago: Finance Ministry.

  * India seeks information from public on Wal-Mart’s lobbying activities: statement.

  * Standalone PDs allowed membership of SEBI-approved stock exchanges for corporate bond trade: RBI.

  * Starbucks expects India among its top 5 markets: John Culver, president for China and Asia Pacific.

  * India will reduce its military budget and boost domestic weapons production as govt tightens its spending, Defense Minister A.K. Antony says.

  * Cabinet may consider more wheat exports today: Farm Minister  Sharad Pawar.

  * State stockpiles of rice rose to 35.3m tons vs 31.8m tons yr earlier, while wheat inventories climbed to 30.8m tons from  23.4m tons,

state-run Food Corp. of India says.

  * Laura Papi, International Monetary Fund assistant director  in the Asia-Pacific department says IMF projecting ‘subdued recovery’ for India.

 

     EARNINGS:

  * ACC                   - 4Q, Est. 2.28b rupees.

  * ACC group             - 4Q, Est. 2.56b rupees.

  * Ambuja Cements        - 4Q, Est. 3.12b rupees.

  * Pfizer India          - 3Q, Est. 547.5m rupees

  * Aurobindo Pharma      - 3Q, Est. 1.33b rupees.

  * Apollo Hospitals Ent. - 3Q, Est. 837m rupees.

  * Great Eastern Shipping- 3Q, Est. 869m rupees.

  * Jyothy Laboratories   - 3Q, Est. 191m rupees.

  * Vardhman Textiles     - 3Q, Est. 646m rupees.

  * Dredging Corp. of India, Zydus Wellness, MRF, Ceat, JK Tyre

    & Industries, Gillette India, Tata Investment Corp., Alok

    Industries, Bombay Dyeing & Mfg Co., K.P.R. Mill, Gokaldas

    Exports, Maharashtra Seamless, Talwalkars Better Value

    Fitness, Uflex, Hotel Leela Venture, JM Financial, Jindal

    Drilling and Industries, Gulf Oil Corp., Shasun

    Pharmaceuticals, New Delhi Television, Balaji Telefilms,

    Hathway Cable & Datacom.

  

     IPOs:

  * Sai Silks (Kalamandir) Ltd. briefing on IPO plan.

 

     BULK DEALS:

  * Carborundum Universal: HDFC Mutual Fund sells 1.53m shrs at  145.81 rupees apiece. Small Cap World Fund buys 1.42m shrs  at 145.21 rupees apiece. American Funds Insurance Series  buys 2.43m shrs at same price: NSE data.

  * Jubilant Foodworks: Morgan Stanley Asia buys 336,345 shrs at 1,116.62 rupees a shr: NSE data.

 

 

     CONFERENCES/EVENTS:

  * 12 pm: New Delhi. Shiv Inder Singh, MD of Firefox Bikes  Pvt., introduces Tern Bikes in India.

  * 12:15 pm: New Delhi. João Cravinho, ambassador of the European Union to India, to discuss forthcoming EU-India Summit.

  * 12:30 pm: New Delhi. Public Enterprises & Heavy Industries  Minister Praful Patel inaugurates ACMA Automechanika, an international

 trade fair for automotive aftermarket and components industry.

  * 12:30 pm: Mumbai. Briefing by C. Durga Prasad, CMD of Sai Silks (Kalamandir) Ltd., on co.’s IPO plan.

  * 12:30 pm: Mumbai. V. Ranganathan, MD of Cerebra Integrated Technologies Ltd., to make an announcement.

  * 2:15 pm: Bangalore. Lutz Bertling, CEO of Eurocopter, speaks on development and strategic initiatives in India.

  * 3:30 pm: Rajesh Mandawewala, MD of Welspun India, holds  earnings conference call.

  * 3:45 pm: Chennai. Suguna Industries and Euro Shatal Industries to announce strategic tie up.

 

 

Source: BLOOMBERG

 

 

Regards,

 

Team Microsec Research

 

Description: Microsec

 

 

Microsec Capital Limited

Tel: 91 33 30512100

Fax: 91 33 30512020



--
CA. Rajesh Desai
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Rajesh Desai

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Feb 7, 2013, 11:15:50 PM2/7/13
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Asian Market is trading mixed as Hang Seng was up by 0.25% while Nikkei 225 was down by 1.38% and Chinese markets were up by 0.36%.

Asian stocks fell, erasing this week’s advance, after Sony Corp. posted an unexpected loss and the European Central  Bank said the euro’s strength

could hamper an economic recovery, damping the profit outlook for exporters. Overnight U.S.  markets were down by 0.16%. SGX Nifty at 8:00AM 

 was trading at 5962 with a loss of 01 points.

 

MARKET STATS AT 9:00AM

Domestic Indices

Last Price

CH

% CH

% CH 5D

N-Ferrous Metals

Last Price

CH

% CH

% CH 5D

Sensex

19580.32

-59.40

(0.30)

(1.02)

Copper

8245.00

45.00

0.55

(0.54)

Nifty

5929.1

-9.70

(0.16)

(1.16)

Aluminum

2103.25

4.25

0.20

(1.02)

Global Indices

Last Price

CH

% CH

% CH 5D

Zinc

2165.00

1.75

0.08

(0.51)

Dow Jones

13944.05

-42.47

(0.30)

0.60

Nickel

18245.00

70.00

0.39

(2.04)

NASDAQ

3165.134

-3.35

(0.11)

0.73

Lead

2420.50

10.50

0.44

(1.24)

S&P 500

1509.39

-2.73

(0.18)

0.75

Bullion & Crude Oil

Last Price

CH

% CH

% CH 5D

FTSE 100

6228.42

-66.92

(1.06)

(0.77)

Gold

1672.15

0.50

0.03

0.28

CAC 40

3601.05

-41.85

(1.15)

(3.52)

Silver

31.50

0.02

0.07

(1.04)

DAX

7590.85

9.67

0.13

(2.38)

NYMEX Crude Oil

96.16

0.33

0.34

(1.65)

Nikkei 225

11200.44

-156.63

(1.38)

0.08

ADR/GDR

Last Price

CH

% CH

% CH 5D

Hang Seng

23233.87

56.87

0.25

(2.06)

Infosys

52.2

-0.69

-1.30

(0.99)

Shanghai

2427.557

9.03

0.37

0.35

ICICI B

43.97

-1.03

-2.29

(4.00)

CSI 300

2769.743

9.87

0.36

0.96

Wipro

9.33

-0.09

-0.96

(1.48)

KOSPI

1947.43

15.66

0.81

(0.53)

Sterlite

7.92

-0.25

-3.06

(6.71)

Taiwan

7906.65

19.71

0.25

0.94

HDFCB

38.13

-0.48

-1.24

(5.20)

Indices Future

Last Price

CH

% CH

% CH 5D

Tata Mo

27.2

0.00

0.00

(1.56)

SGX Nifty

5962.5

-1.50

(0.03)

(1.27)

Tata Com

8.43

-0.05

-0.59

(2.88)

Dow Jones

13919

21.00

0.15

(0.08)

DR.Reddy

35.53

-0.35

-0.98

(1.14)

Currencies & Freight

Last Price

CH

% CH

% CH 5D

MTNL

0.905

0.00

0.00

0.00

USD-INR X-RATE

53.44

0.22

(0.41)

(0.46)

Patni

#N/A N/A

#N/A N/A

#N/A N/A

#N/A N/A

EUR-INR X-RATE

71.67

-0.56

0.77

1.29

SBI

89.5

-2.40

-2.61

(4.79)

INR-JPY X-RATE

1.75

0.00

(0.11)

(0.06)

RIL

32.6

-0.35

-1.06

(2.63)

BALTIC DRY INDEX

749

9.00

1.22

-1.44737

L&T

28.16

-0.49

-1.71

(3.36)

SOURCE:BLOOMBERG

 

EQUITY MOVERS:

  * ACC 4Q net income falls 49% to 2.39b rupees. Analyst est. 2.29b rupees.

  * Ambuja Cements 4Q profit 2.12b rupees vs 3.02b rupees. Est.3.12b rupees.

  * Aurobindo Pharma 3Q profit 918.1m rupees vs loss of 285.4m. Est. 1.33b rupees.

  * Bombay Dyeing loss narrowed to 268.6m rupees from 521.1m.

  * Gillette India 2Q profit 187m rupees vs 199.6m rupees

  * Great Eastern Shipping 3Q group profit more than doubled to 1.92b rupees. Est. 869m.

  * JK Tyre & Industries 3Q profit 211.4m rupees vs loss of 213.1m.

  * MRF Ltd. 1Q profit 1.8b rupees vs 1.13b rupees.

  * Solar panel maker Surana Ventures plans to raise $25m to fund projects and capacity expansion, Managing Director   Narender Surana says

 in interview.

  * Vardhman Textiles 3Q profit 836.2m rupees vs 602.9m. Est. 646m rupees.

 

OTHER NEWS:

  * Mahindra & Mahindra 3Q profit may gain to 8.55b rupees from 6.62b yr earlier, median of 34 analyst est. shows.

  * Hindalco 3Q profit may drop to 3.94b rupees from 4.51b  rupees, according to median of 24 analyst est.

  * Sun Pharmaceuticals 3Q net income may gain to 7.69b rupees from 6.68b rupees, median of 29 analyst est. shows.

  * India hasn’t violated WTO rules on solar equipment purchases, says Tarun Kapoor, joint secretary in Ministry of New & Renewable Energy.

  * Govt will raise more than 115b rupees ($2.2b) from NTPC  stake sale yday as demand exceeded number of shrs offered,  Disinvestment

 Secretary Ravi Mathur says. India plans shr sales in Nalco, SAIL, RCF, MMTC this fiscal, Mathur says.

 

    EARNINGS:

  * Mahindra & Mahindra     - 3Q, Est. 8.55b rupees.

  * Hindalco Industries     - 3Q, Est. 3.94b rupees.

  * Sun Pharmaceuticals     - 3Q, Est. 7.69b rupees.

  * Canara Bank             - 3Q, Est. 8.11b rupees.

  * Tata Chemicals          - 3Q, Est. 2.55b rupees.

  * Cadila Healthcare       - 3Q, Est. 1.84b rupees.

  * Bharat Forge            - 3Q, Est. 797m rupees.

  * BGR Energy Systems      - 3Q, Est. 390m rupees.

  * City Union Bank         - 3Q, Est. 869m rupees.

  * Wyeth, Panacea Biotech, Max India, BEML, Hinduja Ventures,

    GMR Infrastructure, GVK Power & Infrastructure, Birla Corp.,

    Cox & Kings, VA Tech Wabag, Schneider Electric

    Infrastructure, Dhampur Sugar Mills, Gujarat State Petronet,

    Tamil Nadu Newsprint & Papers, NCC, Moser Baer (I).

 

     BOND SALES:

  * 3 p.m. India to sell 30b rupees of 8.07% 2017 bonds

  * 3 p.m. India to sell 60b rupees of 8.15% 2022 bonds

  * 3 p.m. India to sell 30b rupees of 8.97% 2030 bonds

 

     BULK DEALS:

  * Deutsche Securities Mauritius sells 500,250 Fedders Lloyd Corp. shrs at 40 rupees apiece; Rajul Estate Pvt buys  500,250 shrs in Fedders: BSE

 

  CONFERENCES/EVENTS:

  * 9:30 am: Chennai. CII workshop on Companies Bill, 2012 & Tax Accounting Standards.

  * 10 am: Gurgaon. Agriculture Minister Sharad Pawar inaugurates two-day Indian Seed Congress 2013.

  * 10 am: Mumbai. CII conference on Role of Technology in Logistics & Supply Chain. Speakers include Clifford Patrao,  partner of IBM Global

Business Solutions; Atanu Roy, vice president & CIO of Dr. Reddy’s Laboratories.

  * 10 am: Hyderabad. APTDC and CII seminar on Intellectual Property Rights in Electronics & IT.

  * 10:30 am: G. Shivakumar, CFO of Great Eastern Shipping Co., holds earnings conference call.

  * 10:40 am: Mumbai. RBI Deputy Governor Anand Sinha speaks at forum on Basel III organized by CRISIL.

  * 11 am: Guwahati. RBI Deputy Governor H.R. Khan addresses  NABARD board meeting.

  * 11 am: New Delhi. Diwan Chand, secretary of department of education of Delhi, is chief guest at ICT in Education  Summit 2013.

  * 11 am: Mumbai. EEPC India interactive session with Sumanta Chaudhuri, joint secretary for commerce at Ministry of  Commerce & Industry,

to discuss initiatives taken at Indian Engineering Sourcing Show 2013.

  * 11:30 am: Odisha. RBI Governor D. Subbarao attends outreach program in Jalanga village.

  * 4 pm: Mumbai. D. Bhattacharya, MD of Hindalco Industries, addresses media on earnings and outlook.

 

SOURCE:BLOOMBERG

 

 

Regards,

 

Team Microsec Research

 

Description: Microsec

 

 

Microsec Capital Limited

Tel: 91 33 30512100

Fax: 91 33 30512020

 

--
CA. Rajesh Desai
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Rajesh Desai

unread,
Feb 11, 2013, 11:01:04 PM2/11/13
to

 

Asian Market is trading higher as Hang Seng was up by 0.16% while Nikkei 225 was up by 2.42% and Chinese markets were up by 0.43%.

Asia’s benchmark stock index is headed for its first gain in four days as Japanese shares jumped after Haruhiko Kuroda, a contender for

Bank of Japan governor, said extra monetary easing can be justified this year. Overnight U.S.  markets were down by 0.16%. SGX Nifty at

8:00AM was trading at 5962 with a loss of 01 points.

 

MARKET STATS AT 8:00AM

Domestic Indices

Last Price

CH

% CH

% CH 5D

N-Ferrous Metals

Last Price

CH

% CH

% CH 5D

Sensex

19460.57

-24.20

(0.12)

(1.47)

Copper

8189.00

-10.00

-0.12

(0.98)

Nifty

5897.85

-5.65

(0.10)

(0.99)

Aluminum

2103.00

0.00

0.00

(0.45)

Global Indices

Last Price

CH

% CH

% CH 5D

Zinc

2195.00

4.00

0.18

0.85

Dow Jones

13971.24

-21.73

(0.16)

0.66

Nickel

18243.00

78.00

0.43

(2.44)

NASDAQ

3192.005

-1.87

(0.06)

1.94

Lead

2387.75

-0.75

-0.03

(2.94)

S&P 500

1517.01

-0.92

(0.06)

1.42

Bullion & Crude Oil

Last Price

CH

% CH

% CH 5D

FTSE 100

6277.06

13.13

0.21

0.48

Gold

1644.85

-3.10

-0.19

(1.60)

CAC 40

3650.58

1.08

0.03

(0.25)

Silver

30.82

-0.12

-0.40

(2.06)

DAX

7633.74

-18.40

(0.24)

(0.06)

NYMEX Crude Oil

96.86

-0.17

-0.18

0.23

Nikkei 225

11422.77

269.61

2.42

1.44

ADR/GDR

Last Price

CH

% CH

% CH 5D

Hang Seng

23215.16

38.16

0.16

(2.14)

Infosys

51.12

-1.27

-2.42

(1.52)

Shanghai

2432.402

13.87

0.57

0.55

ICICI B

43.71

0.23

0.53

(7.12)

CSI 300

2771.725

11.86

0.43

1.04

Wipro

9.32

-0.17

-1.79

(0.75)

KOSPI

1950.19

-0.71

(0.04)

(0.15)

Sterlite

7.72

-0.02

-0.26

(6.54)

Taiwan

7906.65

19.71

0.25

0.94

HDFCB

38.41

0.04

0.10

(4.26)

Indices Future

Last Price

CH

% CH

% CH 5D

Tata Mo

27.49

0.43

1.59

0.44

SGX Nifty

5911

-1.00

(0.02)

(0.94)

Tata Com

8.26

-0.06

-0.72

(2.02)

Dow Jones

13919

-5.00

(0.04)

0.06

DR.Reddy

35.98

0.73

2.07

0.39

Currencies & Freight

Last Price

CH

% CH

% CH 5D

MTNL

0.905

0.00

0.00

0.00

USD-INR X-RATE

53.86

0.35

(0.65)

(1.06)

Patni

#N/A N/A

#N/A N/A

#N/A N/A

#N/A N/A

EUR-INR X-RATE

72.06

0.29

(0.40)

0.34

SBI

88.5

-0.90

-1.01

(3.80)

INR-JPY X-RATE

1.75

0.00

0.11

1.14

RIL

32.29

-0.24

-0.74

(2.54)

BALTIC DRY INDEX

746

-2.00

(0.27)

0.13423

L&T

27.71

-0.74

-2.60

(4.74)

SOURCE:BLOOMBERG

 

ECONOMY:

  * 11 am: India December industrial production. Est. 1.0%

 

EQUITY MOVERS:

  * Britannia Industries 3Q profit 569.6m rupees vs 540.7b.

  * Indian Hotels 3Q profit 646.2m rupees vs 504.8m. Est. 532m.

  * Jaiprakash Associates 3Q profit 1.1b rupees vs 3.09b rupees. Est. 1.24b.

  * JSW Ispat 2Q loss 1.3b rupees vs loss of 3.09b rupees loss.

  * Oil & Natural Gas 3Q net income 55.6b rupees vs 67.4b. Est.  53.8b rupees.

  * Voltas 3Q profit 768.1m rupees vs loss 1.16b. Est. 471mrupees.

 

OTHER NEWS:

  * Jindal Steel & Power 3Q profit est. 9.06b rupees vs 9.97b yr earlier

  * Steel Authority of India 3Q profit est. 6.1b rupees vs 6.32b

  * Securities and Exchange Board of India to auction 666.69b rupees of debt quotas to foreigners on Feb. 20 on BSE

  * Reliance Industries to shut crude unit at 580,000 bpd Jamnagar plant starting Feb. 18 for four weeks

 

     EARNINGS:

  * Jindal Steel & Power      - 3Q, Est. 9.06b rupees

  * Steel Authority of India  - 3Q, Est. 6.10b rupees

  * Hindustan Petroleum Corp. - 3Q, Est. 2.18b rupees

  * Power Grid Corp. of India - 3Q, Est. 10.1b rupees

  * Oil India                 - 3Q, Est. 9.26b rupees

  * Opto Circuits             - 3Q, Est. 1.37b rupees

  * CESC                      - 3Q, Est. 1.31b rupees

  * HT Media                  - 3Q, Est. 512m rupees

  * Eros International Media  - 3Q, Est. 610m rupees

  * Rolta India               - 2Q, Est. 670m rupees

  * Eicher Motors             - 4Q, Est. 800m rupees

  * Orbit Corp., Hindustan Copper, Hinduja Global Solutions,

    Hindustan Oil Exploration, ABG Shipyard, IFCI, GOL Offshore,

    Fortis Healthcare, Sonata Software, JBF Industries, Lovable

    Lingerie, Timken India, Provogue India

 

 

     CONFERENCES/EVENTS:

  * 10:15 am: New Delhi. Meeting with Urmas Paet, Estonia’s foreign minister, organized by Ficci

  * 10:30 am: New Delhi. O.P. Rawat, secretary of ministry of heavy industries and public enterprises, speaks at inaugural  meet on

CSR Issues & Challenges of CPSEs by CII PSE Council.

  * 11 am: New Delhi. C. Rangarajan, Chairman of the Economic Advisory Council to the Prime Minister, will deliver keynote address on the

 Global Economic Meltdown at the Observer Research Foundation

  * 11 am: New Delhi. Power minister Jyotiraditya Scindia speaks at conference

  * 11:15 am: Mumbai. NASSCOM unveils annual report

  * 11:45 am: New Delhi. Hironori Kanayama, president & CEO of Honda Cars India Ltd. announces new CR-V

  * 12 pm: Bangalore. Beerud Sheth, co-founder & CEO of Gupshup Technologies, unveils new mobile messaging application

  * 12 pm: New Delhi. ITPO and GJEPC to announce Gems Jewellery Fair 3013 and the India international Jewellery Week 2013

  * 12.30 pm: New Delhi. Power Grid Chairman R.N. Nayak briefs press on 3Q earnings

  * 2:30 pm: New Delhi. Ravi Uppal, MD & CEO of Jindal Steel &  Power, speaks on 3Q financial results

  * 3 pm: New Delhi. Steel Authority Chairman C.S. Verma speaks  on 3Q earnings

  * 3 pm: New Delhi. Minister of State for Tourism K.  Chiranjeevi holds talks with Hiroshi Kajiyama, senior vice- minister of land, infrastructure,

transport & tourism of Japan.

 

 

SOURCE;BLOOMBERG

 

               

 

Regards,

 

Team Microsec Research

 

Description: Microsec

 

 

Microsec Capital Limited

Tel: 91 33 30512100

Fax: 91 33 30512020

 

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Feb 12, 2013, 11:12:30 PM2/12/13
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MARKETS

 

Asian Market is trading higher as Hang Seng were closed while Nikkei 225 was down by 0.22% and Chinese markets were closed.

Asia’s benchmark stocks gauge climbed to an 18-month high as earnings from Commonwealth Bank of Australia and CSL Ltd. boosted

 investor optimism. Japanese shares dropped as a stronger yen soured the earnings outlook for exporters.. Overnight U.S.  markets were

up by 0.34%. SGX Nifty at 8:00AM was trading at 5949 with a gain of 11 points.

 

MARKET STATS AT 9:00AM

Domestic Indices

Last Price

CH

% CH

% CH 5D

N-Ferrous Metals

Last Price

CH

% CH

% CH 5D

Sensex

19561.04

100.47

0.52

(0.50)

Copper

8250.00

14.00

0.17

0.06

Nifty

5922.5

24.65

0.42

(0.62)

Aluminum

2123.00

3.00

0.14

1.14

Global Indices

Last Price

CH

% CH

% CH 5D

Zinc

2217.50

7.25

0.33

2.28

Dow Jones

14018.7

47.46

0.34

0.28

Nickel

18364.00

-1.00

-0.01

0.21

NASDAQ

3186.494

-5.51

(0.17)

0.47

Lead

2430.00

16.00

0.66

0.33

S&P 500

1519.43

2.42

0.16

0.54

Bullion & Crude Oil

Last Price

CH

% CH

% CH 5D

FTSE 100

6338.38

61.32

0.98

0.89

Gold

1653.10

1.95

0.12

(0.85)

CAC 40

3686.58

36.00

0.99

(0.22)

Silver

31.23

0.11

0.36

(0.60)

DAX

7660.19

26.45

0.35

(0.06)

NYMEX Crude Oil

97.59

0.08

0.08

1.00

Nikkei 225

11344.45

-24.67

(0.22)

2.69

ADR/GDR

Last Price

CH

% CH

% CH 5D

Hang Seng

23215.16

38.16

0.16

(2.14)

Infosys

51.55

0.43

0.84

(2.00)

Shanghai

2432.402

13.87

0.57

0.55

ICICI B

44.12

0.41

0.94

(3.44)

CSI 300

2771.725

11.86

0.43

1.04

Wipro

9.37

0.05

0.54

(1.26)

KOSPI

1968.6

22.81

1.17

1.57

Sterlite

7.73

0.01

0.13

(5.15)

Taiwan

7906.65

19.71

0.25

0.94

HDFCB

39.24

0.83

2.16

(0.18)

Indices Future

Last Price

CH

% CH

% CH 5D

Tata Mo

29.12

1.63

5.93

6.28

SGX Nifty

5949

11.50

0.19

(0.39)

Tata Com

8.4

0.14

1.69

(1.29)

Dow Jones

13984

11.00

0.08

0.40

DR.Reddy

35.93

-0.05

-0.14

(0.19)

Currencies & Freight

Last Price

CH

% CH

% CH 5D

MTNL

0.905

0.00

0.00

0.00

USD-INR X-RATE

53.85

0.00

0.01

(1.33)

Patni

#N/A N/A

#N/A N/A

#N/A N/A

#N/A N/A

EUR-INR X-RATE

72.44

0.38

(0.52)

(0.53)

SBI

89.2

0.70

0.79

(3.04)

INR-JPY X-RATE

1.74

0.00

0.23

1.67

RIL

32.6

0.31

0.96

(2.22)

BALTIC DRY INDEX

747

1.00

0.13

1.08254

L&T

28

0.29

1.05

(2.91)

SOURCE:BLOOMBERG

 

ECONOMY:

  * 11:15 am: Commerce secretary releases January trade data

 

EQUITY MOVERS:

  * Bharat Forge joint venture wins 22.5b order.

  * Chennai Petroleum 3Q loss 4.64b rupees vs loss 634.1m rupees.

  * Eicher Motors 4Q profit 727.2m rupees vs 854.4m rupees. Est.  800m.

  * Eros International Media 3Q profit 652m rupees vs 690.9mrupees. Est. 610m.

  * Fortis Healthcare 3Q profit 7.05b rupees vs 270.2m rupees.One-time gain 9.74b rupees from selling stake in Religare

    Health Trust.

  * Hindalco Industries unit Novelis 3Q net income ex-certain  items at $8m vs loss of $11m.

  * Hindustan Petroleum 3Q profit 1.47b rupees vs 27.3b. Est. 2.18b rupees.

  * Hindustan Copper 3Q profit 758.4m rupees vs 791.4m rupees.   

  * Kingfisher Air’s bankers decide to recall loans given to  co., CNBC TV18 channel reports.

  * Lanco Infratech 3Q loss 4.65b rupees vs profit 609.2m  rupees. Est. loss of 1.08b rupees.

  * Motherson Sumi plans to issue 14.7m shrs to Sumitomo Wiring and 44.1m shrs to QIP.

  * NHPC plans to set up 3 thermal power projects, Power Minister Jyotiraditya Scindia says, according to ministry release.

  * Tata Motors says Jaguar Land Rover Jan. sales +32% to 34,877  units: statement.

 

WHAT TO WATCH:

  * Coal India 3Q profit est. 41.1b rupees vs 40.4b yr earlier

  * Tata Steel 3Q group loss est. 2.17b rupees vs 6.03b rupee loss

  * India 2G panel investigation report to be presented by end of budget session, Chairman P.C. Chacko says.

  * India to probe purchase of helicopters from Finmeccanica:  Defence Ministry statement.

 

     EARNINGS:

  * Coal India             - 3Q, Est. 41.1b rupees

  * Tata Steel             - 3Q, Est. -2.17b rupees

  * NMDC                   - 3Q, Est. 14.3b rupees

  * JSW Steel group        - 3Q, Est. 2.36b rupees

  * Indian Oil             - 3Q, Est. 1.13b rupees

  * Bharat Petroleum       - 3Q, Est. 1.06b rupees

  * Unitech                - 3Q, Est. 704m rupees

  * PTC India              - 3Q, Est. 287m rupees

  * Madras Cements         - 3Q, Est. 700m rupees

  * Educomp Solutions      - 3Q, Est. 121m rupees

  * Orchid Chemicals & Pharmaceuticals, Finolex Cables, Golden

    Tobacco, Gitanjali Gems, ABG Shipyard, MMTC, Mercator,

    McNally Bharat Engineering, Madhucon Projects, Alok

    Industries, Gammon Infrastructure Projects, Karuturi Global,

    Kohinoor Foods

 

     IPOs:

  * Sai Silks (Kalamandir): Demand for 0.6 times shrs on offer  on second day. Sale closes today.

 

  

     BOND SALES:

  * 3 pm: India to sell 50b rupees of 91-day bills

  * 3 pm: India to sell 50b rupees of 182-day bil

    

     CONFERENCES/EVENTS:

  * 9 am: Mumbai. NASSCOM organizes India Leadership Forum 2013. Speakers include Commerce Minister Anand Sharma, Nandan

    Nilekani, chairman of UIDAI, and Karenann Terrell, EVP & CIO   of Wal-Mart Stores.

  * 9:30 am: New Delhi. Defense Minister A.K. Antony speaks at   15th Asian Security Conference hosted by IDSA.

  * 11 am: Noida. Nokia Siemens Networks press conference for  analyst update and company strategy in India.

  * 11 am: New Delhi. Power Minister Jyotiraditya Scindia  inaugurates NTPC conference to commemorate 31 years of co. operations.

  * 11 am: Mumbai. Dharmesh Panchal and Sandeep Ladda, executive  directors of PricewaterhouseCoopers, hold media session on

    pre-budget expectations on taxation.

  * 3 pm: New Delhi. CII organizes business seminar with Indo- Turkish Business Association and the Turkish Embassy.

  * 3:30 pm: HT Media and Hindustan Media Ventures management earnings conference call.

 

SOURCE:BLOOMBERG

 

 

Regards,

 

Team Microsec Research

 

Description: Microsec

 

 

Microsec Capital Limited

Tel: 91 33 30512100

Fax: 91 33 30512020


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MARKETS

Asian Market is trading lower as Hang Seng was up by 0.88% while Nikkei 225 was up by 0.55% Japan’s Nikkei 225 Stock Average

extended gains, led by exporters as the yen weakened after a former central bank official said a correction in the currency was needed

 for inflation to meet the Bank of Japan’s target. The central bank concludes a two-day meeting today. Overnight U.S.  markets were

 down by 0.26%. SGX Nifty at 8:00AM  was trading at 5950 with a gain of 7 points.

 

MARKET STATS AT 8:00AM

Domestic Indices

Last Price

CH

% CH

% CH 5D

N-Ferrous Metals

Last Price

CH

% CH

% CH 5D

Sensex

19608.08

47.04

0.24

(0.16)

Copper

8248.00

22.00

0.27

0.59

Nifty

5932.95

10.45

0.18

(0.10)

Aluminum

2145.75

3.75

0.18

2.23

Global Indices

Last Price

CH

% CH

% CH 5D

Zinc

2209.50

14.50

0.66

2.15

Dow Jones

13982.91

-35.79

(0.26)

(0.03)

Nickel

18381.00

6.00

0.03

1.13

NASDAQ

3196.875

10.38

0.33

0.90

Lead

2418.00

16.00

0.67

0.33

S&P 500

1520.33

0.90

0.06

0.54

Bullion & Crude Oil

Last Price

CH

% CH

% CH 5D

FTSE 100

6359.11

20.73

0.33

1.01

Gold

1644.80

2.25

0.14

(1.34)

CAC 40

3698.53

11.95

0.32

1.53

Silver

30.83

0.05

0.15

(1.85)

DAX

7711.89

51.70

0.67

1.72

NYMEX Crude Oil

97.22

0.21

0.22

1.45

Nikkei 225

11313.68

62.27

0.55

(1.31)

ADR/GDR

Last Price

CH

% CH

% CH 5D

Hang Seng

23420.32

205.16

0.88

(1.12)

Infosys

52.18

0.63

1.22

(1.34)

Shanghai

2432.402

13.87

0.57

0.55

ICICI B

44.2

0.08

0.18

(1.78)

CSI 300

2771.725

11.86

0.43

1.04

Wipro

9.28

-0.09

-0.96

(1.49)

KOSPI

1984.61

8.54

0.43

2.50

Sterlite

7.5

-0.23

-2.98

(8.20)

Taiwan

7906.65

19.71

0.25

0.94

HDFCB

39.13

-0.11

-0.28

1.35

Indices Future

Last Price

CH

% CH

% CH 5D

Tata Mo

28.65

-0.47

-1.61

5.33

SGX Nifty

5950

7.50

0.13

(0.23)

Tata Com

8.23

-0.17

-2.02

(2.95)

Dow Jones

13962

4.00

0.03

0.46

DR.Reddy

35.76

-0.17

-0.47

(0.33)

Currencies & Freight

Last Price

CH

% CH

% CH 5D

MTNL

#N/A N/A

#N/A N/A

#N/A N/A

#N/A N/A

USD-INR X-RATE

53.82

-0.03

0.06

(1.21)

Patni

#N/A N/A

#N/A N/A

#N/A N/A

#N/A N/A

EUR-INR X-RATE

72.59

0.15

(0.20)

(0.86)

SBI

86.3

-2.90

-3.25

(6.09)

INR-JPY X-RATE

1.74

0.00

0.06

0.69

RIL

32.93

0.33

1.01

(0.06)

BALTIC DRY INDEX

751

4.00

0.54

1.48649

L&T

27.74

-0.26

-0.93

(3.18)

SOURCE;BLOOMBERG


     ECONOMY:
  * 11am: New Delhi. Finance Minister P. Chidambaram meets state chief ministers to discuss goods and services tax
  * 12pm: Wholesale price inflation for Jan.: Est. 6.98%

EQUITY MOVERS:
  * Bharat Petroleum 3Q profit 16.5b rupees vs 31.4b. Est. 968.5m.
  * Coal India 3Q net income 44b rupees vs 40.4b. Est. 41.1b.

  * JSW Steel 3Q group loss 737m rupees vs 478.9m loss. Est.2.36b profit. FX loss 2.68b rupees.

  * Tata Steel 3Q loss 7.63b rupees vs 6.03b, biggest in more than 3 yrs. Est. 1.99b loss.

OTHER NEWS:
  * State Bank of India 3Q profit est. 36.1b rupees vs 32.6b rupees yr earlier
  * Tata Motors 3Q group net income
  * GAIL India 3Q profit est. 10.2b rupees vs 10.6b
  * Dr. Reddy’s 3Q profit est 4.29b rupees vs 5.13b
  * G20 finance ministers and central bank deputy governors start 2-day meeting in Moscow
  * Supreme Court decides on curative petition of Sistema Shyam TeleServices at 1:35pm
  * NSE Nifty Index to add IndusInd Bank and NMDC, replacing Wipro and Siemens, IISL India Index Services says
  * India’s PEC seeks bids for export of 245,000 tons of wheat from Food Corp. of India stockpiles.
      

     EARNINGS:
  * State Bank of India      - 3Q, Est. 36.1b rupees
  * GAIL India               - 3Q, Est. 10.2b rupees
  * Dr. Reddy’s Laboratories - 3Q, Est. 4.29b rupees
  * DLF                      - 3Q, Est. 2.73b rupees
  * LIC Housing Finance      - 3Q, Est. 2.67b rupees
  * Wockhardt                - 3Q, Est. 3.11b rupees
  * India Cements            - 3Q, Est. 240m rupees
  * Page Industries          - 3Q, Est. 279m rupees
  * Housing Development &    - 3Q, Est. 1.59b rupees
     Infrastructure
  * Shipping Corp. of India  - 3Q, Est. -1.21b rupees
  * Suzlon Energy            - 3Q, Est. -6.01b rupees
  * Tata Motors, CRISIL, Amtek Auto, Aditya Birla Nuvo, HCL
    Infosystems, Gammon India, Bajaj Hindusthan, Everest Kanto
    Cylinder, Welspun Corp., Videocon Industries, Pipavav
    Defence & Offshore Engineering, Jai Corp., GVK Power &
    Infrastructure, IVRCL, Lakshmi Vilas Bank, Firstsource
    Solutions, Ruchi Soya Industries, SRF, Elder Pharmaceuticals


     CONFERENCES/EVENTS:
  * 9am: Bangalore. India Semiconductor Association organizes ISA Vision Summit.
  * 9:15am: New Delhi. AIMA organizes 3rd World Marketing Congress 2013 to discuss challenges and opportunities in India
  * 9:30am: New Delhi. President Pranab Mukherjee inaugurates a new rating system for green large area developments and a mobile

application at National Conference on Green Design
  * 10:30am: Mumbai. Arvind Thakur, CEO of NIIT Technologies, introduces intuitive solution for GIS platform
  * 11am: New Delhi. Heavy Industries Minister Praful Patel inaugurates GOAL 2013, an international convention on football business
  * 11am: New Delhi. Fairfest Media organizes OTM, a travel trade show
  * 11:30am: New Delhi. Fitch releases report on outlook for Indian public finance sector
  * 12:15pm: Gurgaon. Philipp von Sahr, president of BMW Group India, launches new BMW X1
  * 1pm: New Delhi. Samsung India introduces new mobile phone
  * 2:30pm: Chennai. N Srinivasan, vice chairman & MD of India Cements, announces 3Q earnings
  * 3pm: Mumbai. Habil Khorakiwala, founder chairman of Wockhardt, announces 3Q earnings
  * 4pm: New Delhi. B.C. Tripathi, CMD of GAIL India, holds earnings press conference.

 

 

SOURCE:BLOOMBERG

 

 

Regards,

 

Team Microsec Research

 

Description: Microsec

 

 

Microsec Capital Limited

Tel: 91 33 30512100

Fax: 91 33 30512020

 

--
CA. Rajesh Desai
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Rajesh Desai

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Feb 14, 2013, 11:06:25 PM2/14/13
to



MARKETS

Asian Market is trading lower as Hang Seng was down by 0.04% while Nikkei 225 was down by 0.88%. Asian stocks dropped,

with the regional benchmark index retreating from an 18-month high. The euro fell on signs the currency bloc’s economy

 is struggling to recover from the debt crisis.. Overnight U.S.  markets were up by 1.08%. SGX Nifty at 8:00AM  was trading

 at 5891 with a gain of 07 points.

 

MARKET STATS AT 8:00AM

Domestic Indices

Last Price

CH

% CH

% CH 5D

N-Ferrous Metals

Last Price

CH

% CH

% CH 5D

Sensex

19497.18

-110.90

(0.57)

(0.42)

Copper

8251.00

11.00

0.13

(0.52)

Nifty

5896.95

-36.00

(0.61)

(0.11)

Aluminium

2155.50

-1.50

-0.07

1.72

Global Indices

Last Price

CH

% CH

% CH 5D

Zinc

2193.00

4.00

0.18

(0.54)

Dow Jones

13973.39

-9.52

(0.07)

0.21

Nickel

18315.00

60.00

0.33

(0.03)

NASDAQ

3198.658

1.78

0.06

1.06

Lead

2415.00

8.50

0.35

(0.25)

S&P 500

1521.38

1.05

0.07

0.79

Bullion & Crude Oil

Last Price

CH

% CH

% CH 5D

FTSE 100

6327.36

-31.75

(0.50)

1.59

Gold

1633.95

-0.80

-0.05

(1.99)

CAC 40

3669.6

-28.93

(0.78)

1.90

Silver

30.39

-0.01

-0.02

(3.26)

DAX

7631.19

-80.70

(1.05)

0.53

NYMEX Crude Oil

97.43

0.12

0.12

1.79

Nikkei 225

11207.93

-99.35

(0.88)

(1.31)

ADR/GDR

Last Price

CH

% CH

% CH 5D

Hang Seng

23402.89

-10.36

(0.04)

1.10

Infosys

51.63

-0.55

-1.05

(1.09)

Shanghai

2432.402

13.87

0.57

0.55

ICICI B

43.98

-0.22

-0.50

0.02

CSI 300

2771.725

11.86

0.43

1.04

Wipro

9.19

-0.09

-0.97

(1.50)

KOSPI

1981.42

1.81

0.09

2.57

Sterlite

7.42

-0.08

-1.07

(6.31)

Taiwan

7906.65

19.71

0.25

0.94

HDFCB

39.95

0.82

2.10

4.77

Indices Future

Last Price

CH

% CH

% CH 5D

Tata Mo

27.25

-1.40

-4.89

0.18

SGX Nifty

5891.5

7.50

0.13

(0.26)

Tata Com

8.21

-0.02

-0.24

(2.61)

Dow Jones

13946

-4.00

(0.03)

0.14

DR.Reddy

34.82

-0.94

-2.63

(2.00)

Currencies & Freight

Last Price

CH

% CH

% CH 5D

MTNL

#N/A N/A

#N/A N/A

#N/A N/A

#N/A N/A

USD-INR X-RATE

53.93

0.11

(0.21)

(1.32)

Patni

#N/A N/A

#N/A N/A

#N/A N/A

#N/A N/A

EUR-INR X-RATE

71.85

-0.73

1.02

0.52

SBI

86.2

-0.10

-0.12

(3.69)

INR-JPY X-RATE

1.72

-0.01

0.29

0.64

RIL

31.88

-1.05

-3.19

(2.21)

BALTIC DRY INDEX

748

-3.00

(0.40)

-0.13351

L&T

27

-0.74

-2.67

(4.12)

SOURCE:BLOOMBERG

 

ECONOMY:

  * India to buy 100b rupees of bonds maturing 2018, 2020, 2026,2027

  * RBI releases weekly foreign-exchange, bank loans and govt borrowing data

 

     EQUITY MOVERS:

  * Apollo Tyres raises FII limit to 40%.

  * DLF 3Q profit 2.85b rupees vs 2.58b. Est. 2.73b.

  * GAIL India 3Q profit 12.8b rupees vs 10.9b. Est. 10.2b.

  * Tata Motors 3Q profit 16.3b rupees vs 34.2b. Est. 29.3b.

  * Suzlon Energy 3Q loss 11.5b rupees vs 2.86b loss. Est. 6.01b  loss.

 

 

OTHER  NEWS:

  * India govt halts payments to Agusta Westland for helicopters after bribery allegations

  * India top court rejects Sistema Shyam TeleServices petition to review Feb. 2012 verdict canceling 122 phone licenses

  * Cap Gemini India headcount to grow as much as 15% in 2013,CEO Paul Hermelin says.

  * Sebi extends pre-open session to all shares

  * HCL Technologies to sell finance center business to Linedata for $45m

 

     EARNINGS:

  * GlaxoSmithKline Consumer Healthcare - 4Q, Est. 797m rupees

 

     BOND SALES:

  * 3pm India to sell 30b rupees of 8.12% 2020 bonds

  * 3pm India to sell 60b rupees of 8.20% 2025 bonds

  * 3pm India to sell 30b rupees of 8.30% 2042 bonds

 

       CONFERENCES/EVENTS:

  * 11am: Delhi. Force Motors introduces Gurkha off-roader at International Bus & Utility Vehicles Show

  * 11:30am: Chennai. Anindya Chowdhury, director of Sanofi India, makes business announcement

  * 12pm: New Delhi. President Pranab Mukherjee inaugurates CII’s 20th International Engineering and Technology Fair

  * 12pm: Delhi. T. Krishnakumar, CEO of Hindustan Coca-Cola Beverages Pvt., launches Career Development Centre partnership

  * 1pm: New Delhi. Rajiv Gandhi Cancer Institute & Research Centre introduces treatment technology

  * 2pm: Delhi. M.F. Farooqui, secretary in ministry of heavy industry and public enterprises, inaugurates International

  Bus & Utility Vehicles Show

  * 3pm: Mumbai. Bharat Diamond Bourse holds session on Gem & Jewellery Industry in India & Belgium - Tax & Banking Aspects

  * 6:30pm: Vinod Rai, Comptroller & Auditor General of India, speaks on “Government Accountability is the Key to a  Vibrant Democracy”

 

SOURCE:BLOOMBERG

 

 

Regards,

 

Team Microsec Research

 

Description: Microsec

 

 

Microsec Capital Limited

Tel: 91 33 30512100

Fax: 91 33 30512020


--
CA. Rajesh Desai
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