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Market breadth turns negative from positive

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Capital Market
Last Updated : Jun 01 2015 | 5:28 PM IST

After extending gains in mid-morning trade, key benchmark indices pared gains in early afternoon trade. The market breadth indicating the overall health of the market turned negative from positive. The barometer index, the S&P BSE Sensex, was currently up 67.11 points or 0.24% at 27,895.55

Bharat Heavy Electricals (Bhel) gained after winning new order from NTPC. Banks were in demand.

Meanwhile, data released by India's statistics office after trading hours on Friday, 29 May 2015, showed that the Indian economy grew 7.5% in Q4 March 2015, which was much higher than revised GDP growth of 6.6% in Q3 December 2014. Meanwhile, the Union Cabinet on Saturday, 30 May 2015, gave its approval to amend the Right to Fair Compensation and Transparency in Land Acquisition, Rehabilitation and Resettlement (Amendment) Ordinance, 2015.

Meanwhile, the onset of monsoon in Kerala has been delayed.

Foreign portfolio investors bought shares worth a net Rs 2284.30 crore during the previous trading session on Friday, 29 May 2015, as per provisional data released by the stock exchanges. Domestic institutional investors (DIIs) sold shares worth a net Rs 2267.88 crore on Friday, 29 May 2015, as per provisional data released by the stock exchanges.

Earlier, the Sensex and the 50-unit CNX Nifty, both hit their highest levels in more than a week in mid-morning trade as these two key benchmark indices extended intraday gains.

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In overseas markets, Chinese stocks surged after China's official purchasing managers index showed modest gains in May 2015. US stocks edged lower during the previous trading session on Friday, 29 May 2015, after a string of weak economic reports.

At 12:15 IST, the S&P BSE Sensex was up 67.11 points or 0.24% at 27,895.55. The index jumped 130.99 points at the day's high of 27,959.43 in mid-morning trade, its highest level since 22 May 2015. The index fell 90.86 points at the day's low of 27,737.58 at the onset of trading session.

The Nifty was up 16.25 points or 0.19% at 8,449.90. The index hit a high of 8,467.15 in intraday trade, its highest level since 22 May 2015. The index hit a low of 8,405.40 in intraday trade.

The BSE Mid-Cap index was up 12.60 points or 0.12% at 10,728.69. The BSE Small-Cap index was up 15.89 points or 0.14% at 11,296.46. Both these indices underperformed the Sensex.

The market breadth indicating the overall health of the market turned negative from positive in early afternoon trade. On BSE, 1,222 shares fell and 1,172 shares rose. A total of 102 shares were unchanged.

Bharat Heavy Electricals (Bhel) gained after winning new order from NTPC. The stock was up 1.41% to Rs 255.15. Bhel announced during trading hours today, 1 June 2015, that the company has won a prestigious contract for the supply and installation of the Power Cycle Piping (PCP) package for Barh Super Thermal Power Project, Stage-I (3x660 MW) of NTPC in Bihar. Valued at Rs 369 crore, Bhel has been awarded this package by NTPC for the revival of the Barh plant and to make it operational, after NTPC terminated the contract of the foreign contractor, who was awarded the contract for the supercritical boiler including Power Cycle Piping in 2005, but which has not yet been completed.

Bhel's scope in the order includes design, engineering, manufacture, supply, erection and commissioning of the complete Power Cycle Piping Package of the project.

Bharti Airtel was down 2.54% to Rs 414.50. With respect to news titled "Vodafone pares Airtel holding," Bharti Airtel clarified during trading hours today, 1 June 2015, that Vodafone Mauritius, a Vodafone Group company has sold 12.18 lakh equity shares representing 26.74% of paid-up share capital of Bharti Infotel which is equivalent to 4.2% economic interest in Bharti Airtel to Bharti Enterprises (Holding) at a consideration of Rs 1280 crore. The news item gives an impression as if shares of Bharti Airtel were involved, which is not the case, as already explained above. The company further confirmed that it has not released any formal press release in this regard.

Bank stocks were in demand. Among state-run banks, Indian Bank (up 1.91%), Punjab and Sind Bank (up 1.63%), Bank of Baroda (up 1.51%), United Bank of India (up 1.41%), Union Bank of India (up 0.95%), State Bank of India (up 0.86%), Punjab National Bank (up 0.85%), Allahabad Bank (up 0.80%), Central Bank of India (up 0.80%), Corporation Bank (up 0.53%), Bank of Maharashtra (up 0.51%), Syndicate Bank (up 0.51%), Dena Bank (up 0.41%), IDBI Bank (up 0.35%), Bank of India (up 0.28%), Vijaya Bank (up 0.22%), Andhra Bank (up 0.19%), Canara Bank (up 0.10%) and UCO Bank (up 0.08%) edged higher.

Among private sector bank, IndusInd Bank (up 0.38%), Yes Bank (up 0.36%), Federal Bank (up 0.17%), ICICI Bank (up 0.09%) and HDFC Bank (up 0.02%), edged higher. Kotak Mahindra Bank (down 0.01%), Axis Bank (down 0.16%) and City Union Bank (down 0.49%) edged lower.

Meanwhile, the outcome of a survey showed that the upturn in the Indian manufacturing sector gathered pace in May 2015, with levels of production and new orders rising at the fastest rates since January 2015. The seasonally adjusted HSBC India Purchasing Managers' Index hit a four-month high of 52.6 in May 2015, from 51.3 in April 2015, Markit Economics said today, 1 June 2015. The sharpest rise was reported by consumer goods producers. Solid increases were also seen in capital and intermediate goods production. Underpinning higher output was improved demand from the domestic and foreign markets. Meanwhile, a further increase in input costs was seen and, consequently, charges were raised following a decline seen in the preceding month.

The outlook for the manufacturing sector is, however, clouded by a stagnant jobs market as firms remain uncertain about the sustainability of the upturn, said Pollyanna De Lima, Economist at Markit Economics. Over 99% of panellists reported unchanged staffing levels in May 2015, citing uncertainty about the sustainability of growth, Markit Economics said.

Meanwhile, data released by India's statistics office after trading hours on Friday, 29 May 2015, showed that the Indian economy grew 7.5% in Q4 March 2015, which was much higher than revised GDP growth of 6.6% in Q3 December 2014. The GDP growth for Q3 December 2014 was revised downwards to 6.6% compared with 7.5% growth reported earlier. The Indian economy expanded by 7.3% (provisionally) in the year ended 31 March 2015, higher than expansion of 6.9% in the year ended 31 March 2014.

Meanwhile, the Union Cabinet on Saturday, 30 May 2015, gave its approval to amend the Right to Fair Compensation and Transparency in Land Acquisition, Rehabilitation and Resettlement (Amendment) Ordinance, 2015. Changes in the provisions of the 2013 land acquisition Act will facilitate farmers to get better compensation and rehabilitation and resettlement benefits in lieu of land compulsorily acquired by the appropriate Government, according to a government statement. The government first issued the Ordinance in December which was re-promulgated in April. It was observed that some provisions of the 2013 land acquisition Act were making the implementation of the Act difficult and this made it necessary to bring changes in the Act, while safeguarding the interest of farmers and affected families in cases of land acquisition, according to the government statement. In addition, procedural difficulties in the acquisition of lands required for important national projects required to be mitigated. In order to remove them, certain amendments were made in the Act while further strengthening the provisions to protect the interests of the 'affected families'. In view of the urgency, these were brought about by an Ordinance on 31 December 2014. Subsequently, on 10 March 2015, the Lok Sabha passed the Amendment Bill to replace the Ordinance. The Amendment Bill passed by the Lok Sabha includes some further changes to the Ordinance. However, the Bill could not be taken up for consideration in the Rajya Sabha as the Rajya Sabha was adjourned on 20 March 2015.

Meanwhile, economists expect the Reserve Bank of India (RBI) to cut its benchmark lending rate viz. the repo rate by 25 basis points to 7.25% after a monetary policy review tomorrow, 2 June 2015. Economists expect rate cut from the central bank in an attempt to aid economic recovery in India. The RBI is scheduled to announce the outcome of its second bi-monthly monetary policy review for the year 2015-16 at 11:00 IST tomorrow, 2 June 2015.

Meanwhile, the onset of monsoon in Kerala has been delayed. Private weather forecaster Skymet yesterday, 31 May 2015, said that it expects rains to commence in Kerala by 3 June 2015. Earlier, the monsoon was forecast to hit Kerala on 30 May.

In overseas markets, Chinese stocks surged after China's official purchasing managers index showed modest gains in May 2015. In mainland China, the Shanghai Composite index was up 4.64%. In Hong Kong, the Hang Seng index was up 0.88%. In other Asian markets, key indices in Taiwan, South Korea and Indonesia were off 0.55% to 0.78%. In Japan, the Nikkei 225 average rose 0.03%.

China's official manufacturing purchasing managers index rose to 50.2 in May from 50.1 a month ago, the China Federation of Logistics and Purchasing, which issues the data with the National Bureau of Statistics, said in a statement. The subindex measuring new orders climbed to 50.6 from 50.2 in April, while the production subindex improved to 52.9 from 52.6, the statement said.

China's official nonmanufacturing PMI, also released on Monday, fell to 53.2 from 53.4 in April.

Separately, the final HSBC China Manufacturing Purchasing Managers Index for showed a reading of 49.2 for May 2015, beating a preliminary reading of 49.1 and rising from 48.9 in April.

Japanese capital investment rose 5.8% from the previous quarter in the January-March period, the finance ministry said Monday, as Prime Minister Shinzo Abe pushes businesses to do their part in revitalizing the economy. Capital investment was up 7.3% compared with where it stood a year earlier, the finance ministry said, the fastest on-year growth in four quarters.

US stocks edged lower during the previous trading session on Friday, 29 May 2015, after a string of weak economic reports. The government reported on Friday that the economy contracted 0.7% in the first quarter. That was worse than its initial estimate of growth of 0.2%.

Also weighing on stocks was a decline in the Chicago Business Barometer, commonly known as the Chicago PMI, a survey of Chicago-area purchasing managers that provides insight into companies' business plans. The Chicago PMI shrank to 46.2 this month from 52.3 in the prior one. By moving below the 50-point threshold, the indicator signals that the economy shrank for the region.

Separately Friday, a reading on consumer sentiment showed US consumer optimism in May was higher than expected but still down sharply from the end-of-April reading. The University of Michigan final May sentiment index came in at 90.7, up from the unexpectedly weak preliminary reading of 88.6. Both May numbers are down sharply from the end-April reading of 95.9. The index reached an 11-year high of 98.1 in January.

In Europe, developments on Greece are being closely watched. Greece is scheduled to repay euro 1.6 billion ($1.76 billion) to the International Monetary Fund (IMF) between June 5-19.

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First Published: Jun 01 2015 | 12:10 PM IST

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