Morning Note

08 MAY 2013
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DATA MATRIX OF LAST SESSION

INDEX Sensex Nifty Midcap Smallcap Close 19889 6044 6505 6126 %Chg 1.09 1.22 0.84 0.59

FIRST LIGHT HEADINGS

VALUE TRADED (Rs Crs)

BSE NSE F& O Total Total Volume 1925 10649 118494 131068

%Chg
5.94 18.11 22.63 21.97

MARKET INSIGHT
On Tuesday 06 May 2013, Rally at D-street was led by rate sensitive counters, Banking,

NET INFLOWS (Rs Crs)

FIIs DIIs 655.2 (729.2)

%Chg
-26.96 35.03

FII OPEN INTEREST (Crs)

FII Index Futures FII Index Options FII Stock Futures FII Stock Options 13977.01 53021.98 25946.80 2537.94

%Chg
8.73 6.73 2.85 2.33

World Indices
Dow Jones Nasdaq FTSE 100 15056 3397 6557

%Chg
0.59 0.12 0.55

Commodity
Crude (US$/bl)

%Chg
95.7 1454.5 -0.29 -0.65

Realty and Auto, enticed investors maximum attention. Meanwhile, Fast Moving Consumer Goods counter was the star performer of the session, with the index pivotal rising close to 2% to pip other sectoral indices on BSE. Additionally, the surge of index heavyweights, such as ITC and Reliance Industries, also supported to the already energized bulls. Furthermore, batch of positive earnings too added to the upside of the bourses. Glaxosmithkline Pharmaceuticals' stocks surged by 3% on reporting 37.53% rise in its net profit for the quarter ended March 31, 2013 at Rs 169.01, while Tyre maker, CEAT stocks surged over 4% on reporting 47.14% rise in its net profit at Rs 60.90 crore in Q4FY13. However, Allahabad Bank's Q4FY13 turned out to be a miss and the stocks plummeted over 4% after the company's Q4FY13 net declined by 68.48% at Rs 126.15 crore. On the flip side, export related stocks failed to gain traction after technical committee set up by the Reserve Bank of India recommended a cap on interest margins charged by banks lending to exporters. The market breadth on the BSE ended positive; advances and declining stocks were in a ratio of 1353: 1064, while 134 scrips remained unchanged. World shares hit their highest level in almost five years on Tuesday as last week's strong US jobs report continued to fuel optimism about the health of the global economy. Japanese stocks jumped in a delayed reaction to the data because Tokyo markets remained closed for a public holiday on Monday. However, Taiwan and South Korean stock markets failed to negotiate a positive close. South Korean shares gave up early gains to end lower on Tuesday, with automakers leading the drop. The BSE Sensex gained 215.31 points or 1.09% to settle at 19,888.95.The index touched a high and a low of 19,917.88 and 19,697.33 respectively. Among the 30-share Sensex pack, 25 stocks gained while rest of them declined (Provisional). The BSE Mid cap and Small cap indices ended higher by 0.84% and 0.60% respectively. On the BSE Sectoral front, FMCG up by 2.00%, Bankex up by 1.80%, Realty up by 1.40%, Auto up by 1.12% and Capital Goods up by 0.90% were the top gainers, while there were the no losers in the space. (Provisional). Most Asian markets closed the shutter on positive note on Tuesday, with Japanese Nikkei 225 close to five-year peak after the Standard & Poor's 500 Index closed at a record high overnight on renewed hopes for a steady US recovery. However, South Korean shares gave up early gains and went home with red mark, with automakers leading the losers. In China, Shanghai market closed higher after moving in narrow range entire day, on news report stating government will tighten rules on capital inflows. Hong Kong market ended with positive mark after recouping losses in afternoon trade amidst broad regional gains.

Gold (US$/oz) Top 5 Movers HEROMOTOCO DLF AXISBANK LUPIN IDFC

Close Price
1,710.25 240.5 1,503.70 719.1 154.5

%Chg
3.69 3.35 3.01 2.95 2.83

Top 5 Loser
COALINDIA AMBUJACEM HDFC M&M RANBAXY

Close Price
310.25 185 847.75 961 456.2

%Chg
-1.96 -0.62 -0.57 -0.56 -0.55

Please refer to important disclosures at the end of this report

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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
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MARKET OUTLOOK- CAUTIOUSLY OPTIMISTIC

QUANTITATIVE ANALYSIS: India VIX, a gauge for markets short term expectation of volatility gained 4.16% at 16.50 from its previous close of 15.84 on Monday. The CNX Nifty gained 69.85 points or 1.17% to settle at 6,040.90. The index touched high and low of 6,050.50 and 5,982.95 respectively. 42 stocks advanced against 7 declining and one stock remains unchanged on the index. In catch up with global peers, Indian equity markets too put a spectacular show with benchmarks surging to three months high on relentless run of bulls, which were buoyed by the higher capital inflows by foreign funds. Aided by across the board buying, benchmark 30 share index, added massive 200 points, to conclude past psychological 19850 level, while Nifty, puffing up close to 70 points, ended just shy of 6050 level, its highest since February 4, 2013.. 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 6080 followed by 6155 could be near term resistance zone. HAPPY TRADING........

TODAY'S MARKET LEVELS

Index
SENSEX NIFTY BANKNIFTY

Support 2
19010 5922 11705

Support 1
19304 5977 12122

Previous Close
19889 6044 12605

Resistance 1
20105 6096 12904

Resistance 2
20345 6156 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
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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

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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 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