Morning Note

02 SEPT 2013

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DATA MATRIX OF LAST SESSION

INDEX Sensex Nifty Midcap Smallcap Close 18620 5472 5300 5191 %Chg 1.19 1.16 -0.02 0.19

FIRST LIGHT HEADINGS

CARE reaffirms rating of Khaitan Electricals bank facilities Jindal Steel to buyback 8.7% of its paid up capital BHEL sets up Power Plant Piping Unit in Tamil Nadu NCCs promoter group sells 14.30 lakh equity shares of the company Hindustan Zinc spurts on hiking zinc, lead prices Britannia plans to focus dairy business Power Grid acquires Vizag Transmission for system strengthening in Southern

VALUE TRADED (Rs Crs)

BSE NSE F& O Total Total Volume 2952 16681 135303 154936

%Chg
34.79 5.64 -57.84 -54.29

MARKET INSIGHT
On Thursday 30 Aug 2013, Sentiments turned jovial as Indian rupee staged sharp pullback. The

NET INFLOWS (Rs Crs)

FIIs DIIs (78.0) 731.0

%Chg
-68.57 -1064.38

FII OPEN INTEREST (Crs)

FII Index Futures FII Index Options FII Stock Futures FII Stock Options 9995.87 44258.00 25168.59 610.10

%Chg
11.65 9.23 6.24 121.60

Indian rupee appreciated near to 66 per dollar mark at the time of equity markets closing. Buying in software space too aided the sentiments as stocks like, Wipro, TCS and HCL Technologies edged higher on positive economic data in the US. Moreover, shares of two wheeler makers rose on expectations of pickup in sales during the upcoming festive season and on hopes good rains this year will boost rural sales. Meanwhile, traders awaited the first quarter GDP numbers to be announced after the market hours. Though, there is wide consensus that GDP will grow 4.7-4.8% in June quarter, showing India's economy slowing to dangerously low levels. Weakness in European counterparts too dampened the sentiments with CAC, DAX and FTSC all edging lower in early deals as investors awaited data on unemployment and consumer confidence from the euro zone. Though, some relief came in after most of the Asian markets ended in the green and oil prices tumbled as a possible US military strike on Syria appeared less likely. The BSE Sensex surged 218.68 points or 1.19% to settle at 18,619.72, while the CNX Nifty climbed by 62.75 points or 1.16% to end at 5,471.80. The BSE Sensex touched a high and a low of 18,679.26 and 18,272.76, respectively. The BSE Mid cap index was down by 0.01% and Small cap index was up by 0.20%. The top gainers on the BSE sectoral space were, Consumer Durables up by 1.90%, Health Care up by 1.59%, Bankex up by 1.59%, IT up by 1.54% and FMCG up by 1.54%, while Metal down 2.05%, Capital goods down 0.16%, Realty down 0.07% and Power down 0.03% were the top losers on the sectoral space. Meanwhile, in a bid to boost the country's exports, the Commerce Ministry has asked the Finance Ministry to include export credit in priority sector lending of all banks, to boost overseas sales as the flow of credit to the export sector is declining. During FY08 to FY13, the share of export credit in total credit witnessed a sharp decline of 8 percent and has come down to 11.36 percent from 19.82 percent. Most of the Asian markets, barring Nikkei 225 and Straits Times concluded Friday's trade in green on signs of a positive lead from Wall Street. Japanese stocks fell on caution ahead of the month's end and a long weekend in the US, while Australian and South Korean shares ended higher after a positive lead from Wall Street. Hong Kong shares were largely flat with positive bias. . The Korea Composite Stock Price Index concluded to their highest close in nearly three months on upbeat US data and a sixth consecutive day of net buying by foreign investors. Stock markets in China rose alongside most regional peers lifted by finance, insurance and retailers after Chinese bank earnings beat expectations.

World Indices
Dow Jones Nasdaq FTSE 100 14810 3590 6413

%Chg
-0.21 -0.83 -1.08

Commodity
Crude (US$/bl)

%Chg
108.0 1394.0 0.37 -0.95

Gold (US$/oz) Top 5 Movers BAJAJ-AUTO CIPLA TCS HDFC HINDUNILVR

Close Price
1832 417.75 2030 725 632.5

%Chg
5.26 5.05 4.26 4.24 4.2

Top 5 Loser
JINDALSTEL GRASIM RANBAXY TATASTEEL HINDALCO

Close Price
221.05 2,229.00 407 271.30 104.50

%Chg
-9.22 -3.16 -2.63 -2.53 -2.43

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

Morning Note
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MARKET OUTLOOK- CAUTIOUSLY OPTIMISTIC

QUANTITATIVE ANALYSIS: The NSE's 50-share broadly followed index Nifty surged by over sixty points to gain its psychological 5,450 support level, while Bombay Stock Exchange's Sensitive Index -- Sensex soared over two hundred points to end above the psychological 18,600 mark. Pullback in last leg of trade mainly proved to be the essence of trade which helped the markets to garner a gain of over a percentage point supported by sharp appreciation in Indian rupee against dollar. Earlier, key Indian bourses traded with traction in morning deals supported by firm global cues. Sentiments also got a boost as Lok Sabha had given its nod to adopt the Land Acquisition Bill. The passage of said bill brought some cheer to select listed real estate companies that are already sitting on huge parcels of land. But, sentiments turned jittery and markets entered into red after the Prime Minister Manmohan Singh said that the rupee's depreciation is a matter of concern. For the upcoming sessions we believe spot index may continue its range bound scenario however sentiments remain sluggish and we might see 5030-4960 in a short span of time. On the flip side any rebound from current levels could find some strong resistance around 5530-5555. Happy trading...........

Index
SENSEX NIFTY BANK NIFTY

Support 2
18202 5355 8602

Support 1
18405 5422 8844

Previous Close
18620 5472 9090

Resistance 1
18890 5532 9344

Resistance 2
19070 5578 9588

Trend
Rangebound Rangebound Rangebound

Please refer to important disclosures at the end of this report

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

Morning Note
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NAME
Varun Gupta Mohit Taneja Vikram Singh

DESIGNATION
Head - Research Research Analyst Research Analyst

E-MAIL
varungupta@moneysukh.com

mohit.t@moneysukh.com
vikram_research@moneysukh.com

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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 Regn No. INB010985834 / 010985834 NSE: INB230781431 SEBI Reg.No: BSE: INBBSE: 010985834, F&O: INF 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