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Infosys reverses Friday's rally on profit booking

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Capital Market
Last Updated : Jul 15 2013 | 10:45 AM IST

Key benchmark indices hit fresh intraday low in morning trade weighed by weak macroeconomic data announced after trading hours on Friday, 12 July 2013. Select Asian markets turning negative also weighed on sentiment. The S&P BSE Sensex was down 47.90 points or 0.24%, off 63.07 points from the day's high and up 27.38 points from the day's low. The CNX Nifty was trading below the psychological 6,000 mark after falling below that level in volatile early trade. The market breadth, indicating the overall health of the market, was positive. While industrial production registered a surprise contraction in May 2013, consumer price inflation accelerated in June 2013.

Infosys fell on profit booking after Friday's rally triggered after the company retained its revenue growth guidance in dollar terms for the year ending 31 March 2014. Metal stocks were in demand after data showed China's economy grew in line with expectations in the second quarter, belying some fears of a sharper slowdown. In the pharma pack, Dr Reddy's Laboratories and Lupin scaled record highs.

A bout of volatility was witnessed in early trade as key benchmark indices once again turned negative after turning positive after a lower start triggered on weak macroeconomic data announced after trading hours on Friday, 12 July 2013.

Industrial production declined 1.6% in May 2013, as against a downwardly revised 1.9% growth in April 2013, data released by the government after trading hours on Friday, 12 July 2013, showed. The continuous decline in the output of mining sector remained the major drag on the growth of industrial production, while the output of manufacturing sector also declined in May 2013. The output of the mining sector declined 5.7% and that of the manufacturing sector declined 2% in May 2013. However, the electricity generation grew 6.2% in May 2013, restricting further decline in the output of industrial production in May 2013.

The industrial production growth for the month of April 2013 has been revised downwards to 1.9% from 2.3% reported earlier, while the growth for the month of February 2013 has been scaled up slightly to 0.6% from 0.5% reported earlier.

Consumer price inflation accelerated in June 2013, another data released by the government after trading hours on Friday, 12 July 2013, showed. The combined consumer price index (CPI) for urban and rural India edged up to 9.87% in June 2013 from 9.31% in May 2013.

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Foreign institutional investors (FIIs) bought shares worth a net Rs 644.82 crore on Friday, 12 July 2013, as per provisional data from the stock exchanges.

At 10:16 IST, the S&P BSE Sensex was down 47.90 points or 0.24% to 19,910.57. The index gained 15.17 points at the day's high of 19,973.64 in early trade. The index fell 75.28 points at the day's low of 19,883.19 in morning trade.

The CNX Nifty was down 16.65 points or 0.28% to 5,992.5. The index hit a high of 6,010.90 in intraday trade. The index hit a low of 5,980.95 in intraday trade.

The market breadth, indicating the overall health of the market, was positive. On BSE, 936 shares gained and 657 shares fell. A total of 90 shares were unchanged.

The total turnover on BSE amounted to Rs 443 crore by 10:20 IST compared to Rs 241 crore by 09:25 IST.

Among the 30-share Sensex pack, 16 stocks declined and rest of them gained.

Infosys fell 2.05% on profit booking after Friday's 10.92% rally. Infosys had retained its guidance of 6% to 10% growth in revenue in dollar terms for the year ending 31 March 2014 (FY 2014) at the time of announcing Q1 June 2013 result before market hours on Friday, 12 July 2013. The company has raised the guidance in rupee terms due to a steep depreciation of the rupee against the dollar. The company has forecast 13% to 17% growth in revenue in rupee terms for FY 2014, higher than its earlier guidance of 6% to 10% growth which the company had given at the time of announcement of Q4 March 2013 results.

The company's consolidated net profit declined 0.8% to Rs 2374 crore on 7.8% growth in revenue to Rs 11267 crore in Q1 June 2013 over Q4 March 2013. The results are as per International Financial Reporting Standards (IFRS).

Metal stocks were in demand after data showed China's economy grew in line with expectations in the second quarter, belying some fears of a sharper slowdown. China is the world's largest consumer of copper and aluminum.

Sterlite Industries (India) (up 0.91%), Sail (down 0.21%), Hindustan Zinc (up 1.82%), Jindal Steel & Power (up 0.06%) edged higher. Hindalco Industries shed 0.49%.

Tata Steel lost 2.26%. The stock turned ex-dividend today, 15 July 2013, for final dividend of Rs 8 per share for the year ended 31 March 2013 (FY 2013).

JSW Steel fell 1.22%. The stock turned ex-dividend today, 15 July 2013, for final dividend of Rs 10 per share for the year ended 31 March 2013 (FY 2013).

Dr Reddy's Laboratories rose 1.36% to Rs 2,381.90 after striking a record high of Rs 2,387.90 in intraday trade today, 15 July 2013. The stock had gained 2.57% on Friday, 12 July 2013 after the company said that it has launched Decitabine for Injection (50 mg), a therapeutic equivalent generic version of Dacogen (Decitabine for Injection), in the US market on 11 July 2013, following the approval by the United States Food & Drugs Administration (USFDA) of Dr Reddy's ANDA for Decitabine for Injection. The Dacogen brand had sales of approximately $260 million for twelve months ending July 2013 in the US according to IMS Health data.

Lupin gained 2.07% to Rs 886.50 after striking a record high of Rs 889 in intraday trade today, 15 July 2013

The government unveils data on inflation based on the wholesale price index (WPI) for June 2013 today, 15 July 2013. WPI inflation is seen inching up a bit at 4.8% in June 2013, from 4.7% in May 2013, as per the median estimate of a poll of economists carried out by Capital Market.

Asian stocks were mixed after data showed China's economy grew in line with expectations in the second quarter, belying some fears of a sharper slowdown. Key benchmark indices in China, Hong Kong and Singapore were up 0.13% to 1.46%. Key benchmark indices in South Korea, Taiwan and Indonesia were off 0.07% to 0.94%. Japanese markets were closed for a holiday.

China's economy grew 7.5% in the second quarter compared to a year earlier, while industrial production for June rose 8.9% from year-ago levels, slowing from May's 9.2% growth, the National Bureau of Statistics said Monday. The gross domestic product result was down from the first quarter's 7.7% advance. June retail sales rose 13.3% on an annual basis, beating May's 12.9% increase to extend an upward trend for the data point.

Urban fixed-asset investment -- watched as an indicator of construction spending -- grew an average 20.1% in the January-June period, down from 20.4% in January-May. Fixed-asset investment is reported on a year-to-date basis.

Trading in US index futures indicated that the Dow could gain 33 points at the opening bell on Monday, 15 July 2013. US stocks on Friday, 12 July 2013, recorded a third week of gains, with the Dow industrials and the S&P 500 tallying record closes following upbeat earnings from two major banks.

Federal Reserve Chairman Ben Bernanke is due to deliver testimony on monetary policy in Washington on 17 and 18 July 2013. The minutes of the Fed's June meeting released on 10 July 2013 showed that while "several members judged that a reduction in asset purchases would likely soon be warranted," many want to see further improvement in the labor market before reducing the central bank's $85 billion-a-month quantitative easing program. The Fed currently buys $85 billion a month in government and mortgage bonds in an effort to keep interest rates low and stimulate economic growth. At a press conference following the June 18-19 meeting, Bernanke said the central bank could start reducing its $85 billion in monthly bond purchases later this year if the economy continues to improve in line with its forecasts.

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First Published: Jul 15 2013 | 10:25 AM IST

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