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Monday, July 09, 2012

Weekly Reports - July 9 2012


 Weekly Reports - July 9 2012 

Hindustan Unilever


Hindustan Unilever

HEDGFX - Weekend Thoughts - July 9 2012


 HEDGFX - Weekend Thoughts - July 9 2012

Engineering


 Engineering 

Weekly Market Strategy - July 9 2012


 Weekly Market Strategy - July 9 2012

Market may open lower on weak Asian stocks


The market may edge lower in early trade on weak Asian stocks. Trading of S&P CNX Nifty futures on the Singapore stock exchange indicates a fall of 17 points at the opening bell. Asian stocks fell Monday after a string of negative global developments hit sentiment, including a disappointing U.S. jobs report and weekend comments from Chinese Premier Wen Jiabao highlighting his nation's economic pressures. Asian Paints said that Mumbai high court has approved the composite scheme for merger and demerger which envisages merger of PPG Coatings India (subsidiary of PPG in India) and AP Coatings (wholly owned subsidiary of the company) with Asian PPG Industries (APPG) (existing Joint Venture between Asian Paints Group and PPG Group). The scheme then provides for the demerger of the Liquid Industrial Paints, Powder Coatings and Protective Coatings businesses from APPG into Asian Paints PPG (second Joint Venture Company).

Omnitech, Zylog Systems


 Omnitech, Zylog Systems

Crude ends lower for second straight day


Strong dollar and weak labor market report pressure prices Crude prices ended lower for second straight day on Friday, 06 July 2012 at Nymex. Prices ended lower pressured by a stronger dollar and as the U.S employment report fell short of expectations and pointed to a slowdown in the labor market. With Friday's loss, oil ended lower for eighth week out of last ten weeks. Light and sweet crude for August delivery fell $2.77 (3.2%) to $84.45 a barrel on the New York Mercantile Exchange on Friday. Oil lost 0.6% for the week. For June, however, prices declined 1.8%, and the quarterly picture was yet darker. March-to-June losses reached 18%.

Daily News Roundup - July 9 2012


Tata Investment Corporation has written off its over 50-year old equity stake in 26 companies from Pakistan and Sri Lanka. (BL) NTPC has expressed hope of getting three out of its five de-allocated mines from the government this month. (BL) SAIL will open the technical and commercial bids from the prospective mine developer cum operators (MDO) for Tasra coal block on July 10. (BL) Wipro is betting big on emerging geographies like Asia Pacific, Latin America and Africa and expects to see strong growth in the region despite slowdown in the US and Europe. (BL)

Sensex ends flat in dull session...Nifty holds 5300


After showing some strength in the previous trading session, the Indian stock benchmarks closed nearly unchanged at the end of another lackluster trading day. Overnight losses in the US market and weakness in the Asian markets dragged the key indices lower at open. However, the frontline indices recovered gradually after hitting intra-day lows in early trades. Markets could not sustain the momentum and surrendered intraday gains towards the close of trade, as investors continued to be cautious ahead of important events such as corporate earnings, IIP data, inflation report, monsoon's progress and the month-end RBI policy meeting. The market breadth was weak today, as the broader indices too were under some pressure today after out-performing the Large-Cap shares in the past few sessions. Realty, Metals, Consumer Durables and Capital Goods indices were the major laggards. On the hand, the FMCG and Banking indices were the top gainers.

No respite for now


"We experience moments absolutely free from worry. These brief respites are called panic." - C Hightower. Markets around the world are unlikely to find any respite from selling pressure in the near term amid mounting worries over slowing growth. While the Indian market has held up quite well lately, the resilience will be tested in the coming days as companies start reporting Q1 FY13 results. A fall is a given at start owing to depressed global cues. US stocks tumbled on Friday following a disappointing monthly jobs report. High unemployment is one of the major headwinds confronting the developed world. It is likely to stay elevated as growth continues to be anemic. European markets too slumped on Friday with Spanish bond yields back near 7%. Asian markets are mostly in the red this morning.

Markets expect a weak start


Indian markets are expected to begin the trade on a weak note on account of unsupportive global cues. SGX Nifty is trading 20 points lower. Events for the day: Ex-date for bonus issue of Orbit Exports. Ex-date for dividend of Piramal Healthcare and Jyoti Structures. Headlines for the day: ONGC's Tripura unit to release gas from July 9. JSW proposes to hike Sajjan Jindal's salary by 55%. Air India's three Dreamliner aircraft lying idle in US. Airlines launch legal battle against 3-fold tariff hike. Daily trend of FII/MF investment in equities: The FIIs have been the net buyers Indian stocks to the tune of Rs456.30 crore on July 05, 2012. The domestic investors sold Indian shares worth a net of Rs62.00 crore on July 05, 2012. The data is as per the SEBI website. Commodity Cues: Crude oil fell on Friday, reflecting concerns about global economic growth and tracking a weaker euro after the European Central Bank cut interest rates to a record low.

SGX Nifty Live Update - July 9 2012


5314.50 -17.00 (-0.32%)