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Market Commentary
Feb 1 2008 3:43PM
Market vaults in choppy trade

The market galloped in late trade, to snap its four-day loosing streak, on buying in pivotals. Fresh build-up of positions after a smooth expiry of January 2008 derivative contracts propelled market from lower level. January 2008 derivatives contracts expired on Thursday, 31 January 2008. Earlier today, the market had opened firm but it had slipped in mid-morning trade amid volatile swings before bouncing back.

European markets, which opened after Indian market advanced. Asian markets, which opened before Indian market, rallied after witnessing a shaky start.

Despite the rally, the market breadth was negative. Turnover was also subdued. Shares from software and auto pack were the key drivers of todays rally. Inflation based on the wholesale price index (WPI) moved up to 3.93% for the week ended 19 January 2008 from 3.83% in the previous week.

The 30-share BSE Sensex vaulted 584.71 points or 3.31% at 18,233.42, as per provisional closing. Sensex hit a high of 18,312.40 in late trade. At the day's high, the Sensex gained 663.69 points. Sensex hit a low of 17,534.96 in early afternoon trade. At the days low, the Sensex lost 113.75 points. It oscillated in a band of 777.44 points for the day.

The broader based S&P; CNX Nifty jumped 178.20 points or 3.47% at 5,315.85 as per provisional closing.

The market breadth was negative in contrast to a positive breadth in early trade: 1,630 shares declined on BSE as compared to 1120 that advanced. 48 shares remained unchanged. 28 out of 30 Sensex stocks advanced.

The BSE Mid-Cap index was down 0.23% to 7,749.02 while the BSE Small-Cap index slipped 0.51% to 10,073.11, as per provisional closing

The total turnover amounted to Rs 4779 crore on BSE as compared to Rs 3251 crore by 14:30 IST.

IT pivotals surged. Indias fourth largest software services exporter Satyam Computer surged 7.88% to Rs 419.90 on 7.23 lakh shares. It was the top gainer from Sensex pack.

Other IT pivotals - Infosys Technoliges (up 5.40% to Rs 1585), Wipro (up 6.21% to Rs 439) and TCS (up 6.71% to Rs 934) also logged gains.

Auto stocks gained on fresh buying. Tata Motors, the countrys top truck market in terms of sales, advanced 6.35% to Rs 751. Its consolidated net profit rose 8.75% to Rs 654.79 crore on 13.85% growth in total income to Rs 9324.69 crore in Q3 December 2007 over Q3 December 2006. The results were announced after market hours on 31 January 2008

Maruti Suzuki India (up 6.15% to Rs 900.90), Bajaj Auto (up 4.26% to Rs 2456), and Mahindra & Mahindra (up 0.84% to Rs 675) were the other gainers from auto sector.

Indias largest dedicated housing finance company in terms of revenue Housing Finance Development Corporation gained 5.47% to Rs 2999. The company said on Thursday that it has reduced its retail prime lending rate (RPLR) by 25 basis points, with effect from 1 February 2008.

Tata Steel (up 5.93% to Rs 777), Hindalco Industries (up 6.71% to Rs 176.90) and ONGC (up 6.10% to Rs 1048.50), were the other gainers from Sensex pack.

Indias largest private sector firm by market capitalization and oil refiner Reliance Industries (RIL) recovered from days low of Rs 2424. It rose 2.10% to Rs 2531 on 6.49 lakh shares.

DLF, the largest real estate developer in terms of market capitalisation was up 0.30% to Rs 815, off sharply from days high of Rs 870. The stock will replace Glaxosmithkline Pharmaceuticals, in S&P; CNX Nifty index from 14 March 2008.

Cement shares rebounded from lower levels, but settled in red. Indias second biggest cement maker in terms of total production ACC slipped 3.72% to Rs 753.50, after sliding to a low of Rs 741.10. A total of 1.12 lakh shares changed hands on the counter. It was the top loser from Sensex pack.

North Indias largest cement company in terms of sales Ambuja Cements slipped 1.25% to Rs 118.10, off days low of Rs 115.30.

A good rollover in derivatives segment was witnessed when the January 2008 derivative contracts expired yesterday, 31 January 2008. As per reports, rollover of Nifty futures from January 2008 series to February 2008 series stood at 75% while rollover was 80% in stock futures

European markets, which opened after Indian market, were firm. Key benchmark indices in United Kingdom (up 1.43% to 5,963.80), France (up 1.56% to 4,945.54) and Germany (up 1.33% to 6,942.79) edged higher.

Select Asian markets extended early gains. Hong Kong's Hang Seng (up 2.85% at 24,123.56), Singapore's Straits Times (up 0.87% at 3,007.80), Taiwan's Taiwan Weighted (up 2.03% at 7,673.99), South Korea's Seoul Composite (up 0.61% at 1,634.53) rose. However, Japan's Nikkei (down 0.70% at 13,497.16), and Shanghai Composite (down 1.43% to 4,320.67) slipped

US markets rallied on Thursday, 31 January 2008, led by financial shares after the world's largest bond insurer, MBIA announced that it expects to retain its credit ratings. The Dow Jones industrial average surged 207.53 points, or 1.67%, to 12,650.36. The S&P; 500 index gained 22.74 points, or 1.68%, to 1,378.55, and the Nasdaq Composite index shot up 40.86 points, or 1.74%, to 2,389.86.

As per provisional data, foreign institutional investors (FIIs) sold shares worth Rs 3938 crore on Thursday, 31 January 2008. Domestic institutional investors (DIIs) were net buyers of shares worth Rs 2160.05 crore on that day.

FIIs were net buyers of Rs 128 crore in futures & options (F&O;) market on Thursday, 31 January 2008. They were net buyers of Rs 399 crore in index options and Rs 743 crore in stock futures but net sellers of Rs 1,014 crore in index futurers.

Meanwhile, as per reports, short selling by the institutional investors may be kicked off a week later than what was earlier scheduled for today, 1 February 2008. Though Securities & Exchange Board of India and stock exchanges are ready for its timely rollout, there seems to be some confusion whether short selling will attract the Securities Transaction Tax (STT) or not. The Central Board of Direct Taxes (CBDT) is yet to clarify on the issue.

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