Morning Note

06 MAY 2013
make more, for sure.

FIRST LIGHT HEADINGS

INDEX Sensex Nifty Midcap Smallcap Close 19576 5944 6376 6032 %Chg -0.81 -0.92 -0.27 -0.40
Petronet LNGs RLNG terminal likely to be commissioned during 2013-14 NTPCs power station starts getting coal from Kaniha mines Poddar Developers gets nod for part sale of Poddar Viva Housing Rolcon Engineering Company board recommends dividend( Rs 3/sh) Tata Communications arm gets nod to set up white label ATMs Lakshmi Energy and Foods gets nod to open new corporate office at Mumbai

VALUE TRADED (Rs Crs)

BSE NSE F& O Total Total Volume 2230 11842 161256 175328

%Chg
5.54 -6.40 21.56 18.93

MARKET INSIGHT
On Friday 03 May 2013, Asian pacific shares ended on a mixed note on Friday as investors

NET INFLOWS (Rs Crs)

FIIs DIIs 954.0 (793.0)

%Chg
-33.28 -11.80

FII OPEN INTEREST (Crs)

FII Index Futures FII Index Options FII Stock Futures FII Stock Options 12167.18 49277.96 24757.25 2111.63

%Chg
0.42 1.06 -0.15 3.52

awaited the employment figures for the world's largest economy. The monthly employment report for the US is expected to show improvement over March but still deliver a fairly weak picture of job growth. Meanwhile, European shares were trading upbeat after European Central Bank (ECB) added to hopes that more stimulus from yet another major central bank will help shore up the global economic recovery. Closer home, stocks from Metal, Capital Goods, Information Technology counters were the top gaining sectoral indices on BSE. While rate sensitives' , Bankex, Auto and Realty were the top laggards after Reserve Bank of India warned of little room for easing monetary policy further. Meanwhile, IT stocks rose on positive economic data in the US, the biggest outsourcing market for the Indian IT firms. The market breadth on the BSE ended negative; advances and declining stocks were in a ratio of 1027: 1339 while 137 scrips remained unchanged. (Provisional) The BSE Sensex lost 160.13 points or 0.81% to settle at 19,575.64. The index touched a high and a low of 19,744.85 and 19,542.63respectively. 12 stocks were up, while 18 stocks declined and one stock remains unchanged on the index. (Provisional). The BSE Mid cap and Small cap indices ended lower by 0.26% and 0.39% respectively. On the BSE Sectoral front, Metal up by 1.44%, Capital Goods up by 0.92%, Teck up by 0.49%, IT up by 0.44% and Health Care up by 0.22% were the only gainers, while Bankex down by 2.40%, PSU down by 1.52%, Auto down by 1.50%, Realty down by 1.39% and Consumer Durables down by 1.06% were the top losers in the space. (Provisional) India VIX, a gauge for markets short term expectation of volatility lost 4.48% at 15.55 from its previous close of 16.28 on Thursday. The CNX Nifty lost 55.35 points or 0.92% to settle at 5,944.00. The index touched high and low of 6,000.30 and 5,930.15 respectively. 17 stocks advanced against 33 declining on the index. (Provisional) Asian markets ended mixed on Friday amid upbeat jobs data and a rate cut by the European Central Bank. China's Shanghai Composite went home with green mark on relief buying spread across various sectors, after dropping in five of the last six sessions. South Korea's Kospi Composite closed higher as telecom stocks gave a boost after positive earnings results. Japanese financial markets remained closed for holidays.

World Indices
Dow Jones Nasdaq FTSE 100 14974 3381 6521

%Chg
0.96 1.20 0.93

Commodity
Crude (US$/bl)

%Chg
96.0 1470.0 2.35 -0.38

Gold (US$/oz) Top 5 Movers JINDALSTEL HINDALCO TATASTEEL HCLTECH SESAGOA

Close Price
317.5 98.2 311.35 752 161.05

%Chg
3.81 2.34 2.22 2.21 1.9

Top 5 Loser
TATAMOTORS SBIN IDFC ICICIBANK DLF

Close Price
285.5 2212 150.90 1130 230.7

%Chg
-3.99 -3.8 -3.73 -3.56 -3.41

Please refer to important disclosures at the end of this report

For Private circulation Only

For Our Clients Only

Mansukh Securities and Finance Ltd

Mansukh House, Plot No. 6, Opp. Mother Dairy Plant, Patparganj Road, Pandav Nagar, New Delhi-110002, Phone: 91-11-30211800, 47617800, Fax: 011-30117710, Email: research@moneysukh.com, Website: www.moneysukh.com

SEBI RegnBSE: No.INB BSE: INB010985834 / NSE: INB230781431 SEBI Reg.No: 010985834, F&O: INF 010985834
PMS Regn No. INP000002387 NSE: INB 230781431, F&O: INF 230781431, DP: IN-DP-CDSL-73-2000, IN-DP-NSDL-140-2000 MCX/TCM/CORP/0740 NCDEX/TCM/CORP/0293

Morning Note
make more, for sure.

MARKET OUTLOOK- CAUTIOUSLY OPTIMISTIC

QUANTITATIVE ANALYSIS: RBI's Monetary Policy Review for 2012-13' turned out to be mood dampener for Indian equity markets, as investors bee-lined cashing out profits, which led benchmarks end with a cut of about a percent. Mere 25 basis repo cut and no CRR cut, mainly disappointed investors, however, major jolt was sensed on account of hawkish tone of RBI in its Monetary Policy Statement. Snapping three consecutive sessions rising streak, benchmark 30 share index, Sensex offloaded over 150 points, to shut shop below the psychological 19600 level, while Nifty surrendered over 50 points and concluded below the crucial 6000 level. However, with three sessions of gains in the holiday shortened week, both Sensex and Nifty ended with gains of over a percent. For the upcoming sessions we believe spot index may continue its upward journey however small corrections near to 5700-5650 could not be rule out at anytime. On the flip side 5980 followed by 6060 could be near term resistance zone. HAPPY TRADING........

TODAY'S MARKET LEVELS

Index
SENSEX NIFTY BANKNIFTY

Support 2
19010 5852 11705

Support 1
19304 5912 12122

Previous Close
19576 5944 12335

Resistance 1
19905 5996 12904

Resistance 2
20345 6062 13156

Trend
Rangebound Rangebound Rangebound

Please refer to important disclosures at the end of this report

For Private circulation Only

For Our Clients Only

Mansukh Securities and Finance Ltd

Mansukh House, Plot No. 6, Opp. Mother Dairy Plant, Patparganj Road, Pandav Nagar, New Delhi-110002, Phone: 91-11-30211800, 47617800, Fax: 011-30117710, Email: research@moneysukh.com, Website: www.moneysukh.com

SEBI RegnBSE: No.INB BSE: INB010985834 / NSE: INB230781431 SEBI Reg.No: 010985834, F&O: INF 010985834
PMS Regn No. INP000002387 NSE: INB 230781431, F&O: INF 230781431, DP: IN-DP-CDSL-73-2000, IN-DP-NSDL-140-2000 MCX/TCM/CORP/0740 NCDEX/TCM/CORP/0293

Morning Note
make more, for sure.

NAME
Varun Gupta Pashupati Nath Jha Vikram Singh

DESIGNATION
Head - Research Research Analyst Research Analyst

E-MAIL
varungupta@moneysukh.com pashupatinathjha@moneysukh.com vikram_research@moneysukh.com

For more copies or other information, please send your query at research@moneysukh.com

Note: Please refer our Derivative Report for recommendation on OPTION STRATEGIES.

Additional Information with respect to the securities referred in our derivative calls is uploaded on our website. Please note that our technical calls are totally independent of our fundamental calls. Technical Trends calls are based on momentum, Investors/Traders are requested to observe following discipline to take maximum advantage of the products. -Entry/exit will be on the basis of price or time priority -Use strict stop loss at 15% from your average acquisition price This report is prepared for the exclusive use of Mansukh Group clients only and should not be reproduced, recirculated, published in any media, website or otherwise, in any form or manner, in part or as a whole, without the express consent in writing of Mansukh Securities and Finance Ltd. Any unauthorized use, disclosure or public dissemination of information contained herein is prohibited. This data sheet is for private circulation only and the said document does not constitute an offer to buy or sell any securities mentioned herein. While utmost care has been taken in preparing the above, we claim no responsibility for its accuracy. We shall not be liable for any direct or indirect losses arising from the use thereof and the investors are requested to use the information contained herein at their own risk.

Please refer to important disclosures at the end of this report

For Private circulation Only

For Our Clients Only

Mansukh Securities and Finance Ltd

Mansukh House, Plot No. 6, Opp. Mother Dairy Plant, Patparganj Road, Pandav Nagar, New Delhi-110002, Phone: 91-11-30211800, 47617800, Fax: 011-30117710, Email: research@moneysukh.com, Website: www.moneysukh.com

SEBI RegnBSE: No.INB BSE: INB010985834 / NSE: INB230781431 SEBI Reg.No: 010985834, F&O: INF 010985834
PMS Regn No. INP000002387 NSE: INB 230781431, F&O: INF 230781431, DP: IN-DP-CDSL-73-2000, IN-DP-NSDL-140-2000 MCX/TCM/CORP/0740 NCDEX/TCM/CORP/0293