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Sensex vaults as world stocks rally after surprise Japan stimulus

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Capital Market
Last Updated : Oct 31 2014 | 5:47 PM IST

A rally in world stocks triggered by a surprise announcement from the Bank of Japan that it will increase its asset purchases aided strong gains on the domestic bourses, with the barometer index, the S&P BSE Sensex, and the 50-unit CNX Nifty, both, surging to record high. Also aiding strong gains for Indian stocks were a decline in global crude oil prices.

The market sentiment was also boosted by provisional data showing substantial buying of Indian stocks by foreign portfolio investors yesterday, 30 October 2014. Key indices surged in late trade hitting their fresh record high. The Sensex was provisionally up 490.61 points or 1.79% at 27,836.94. The market breadth indicating the overall health of the market was positive. The BSE Mid-Cap index was up 1.24%. Except the BSE Consumer Durables index, all the other sectoral indices were in green.

Foreign portfolio investors (FPIs) bought shares worth a net Rs 1257.49 crore yesterday, 30 October 2014, as per provisional data. Brent crude oil prices declined. Fall in crude oil prices augur well for India as the country imports 80% of its oil requirement.

ITC declined in volatile trade after announcing Q2 results. Bharti Airtel declined after announcing Q2 results. IDFC gained after announcing Q2 results. Ambuja Cements rose on strong Q3 results. NTPC edged higher in volatile trade after announcing Q2 results. Mahindra & Mahindra (M&M) edged higher in volatile trade after announcing Q2 results.

In overseas markets, European stocks rose amid optimism the Bank of Japan's stimulus will fill some of the gap left by the end of Federal Reserve bond buying. Japanese stocks led gains in Asian stocks after the Bank of Japan (BOJ) after a monetary policy review today, 31 October 2014, unexpectedly boosted its unprecedented monetary easing. US stocks edged higher yesterday, 30 October 2014, as a report showed higher-than-estimated growth in gross domestic product, fueling speculation the economy is strong enough to withstand higher interest rates.

In the foreign exchange market, the rupee edged higher against the dollar on global risk-on sentiment.

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Brent crude oil prices edged lower as a firmer dollar and a well supplied oil market combined to put the benchmark on course to end October with its steepest monthly decline since 2012.

As per provisional figures, the S&P BSE Sensex was up 490.61 points or 1.79% at 27,836.94. The index surged 547.99 points at the day's high of 27,894.32 in late trade, a lifetime high for the index. The index rose 91.95 points at the day's low of 27,438.28 in early trade.

The CNX Nifty was up 153 points or 1.87% at 8,322.20, as per provisional figures. The index hit a high of 8,330.75 in intraday trade, a lifetime high for the index. The index hit a low of 8,198.05 in intraday trade.

The BSE Mid-Cap index was up 120.17 points or 1.24% at 9,834.60. The BSE Small-Cap index was up 103.49 points or 0.96% at 10,930.95. Both these indices underperformed the Sensex.

The total turnover on BSE amounted to Rs 3744 crore, higher than turnover of Rs 3144.98 crore on Thursday, 30 October 2014.

The market breadth indicating the overall health of the market was positive. On BSE, 1,779 shares rose while 1,207 shares declined. A total of 126 shares were unchanged.

GAIL (India) rose 3.95% to Rs 529.80 after announcing good Q2 results. The stock hit a record high of Rs 551.35 in intraday trade. The stock hit a low of Rs 510.05. The company's net profit rose 42.28% to Rs 1302.90 crore on 1.36% rise in total income to Rs 14418.53 crore in Q2 September 2014 over Q2 September 2013. The result was announced during market hours.

GAIL (India) said it has provided zero discount on sale of LPG during the quarter as it did not receive orders from the oil ministry with regard to sharing of under recoveries on LPG for the quarter. This boosted the bottom line.

ITC fell 0.24% to Rs 354. The stock hit high of Rs 359.95 and low of Rs 352.25. ITC's net profit rose 8.73% to Rs 2425.16 crore on 15.68% increase in total income to Rs 9379.96 crore Q2 September 2014 over Q2 September 2013. The result was announced during trading hours today, 31 October 2014.

Ambuja Cements rose 1.21% to Rs 226.60 on strong Q3 results. The stock hit high of Rs 228.30 and low of Rs 224.75. The company's net profit jumped 44% to Rs 239 crore on 9.2% growth in net sales to Rs 2188 crore in Q3 September 2014 over Q3 September 2013. The company attributed increase in net sales to improved sales realization. Earnings before interest, taxation, depreciation and amortization jumped 46.1% to Rs 393 crore in Q3 September 2014 over Q3 September 2013. The result was announced after trading hours yesterday, 30 October 2014.

Ambuja Cements said that cement demand is likely to be better with expectation of higher GDP growth and improved business sentiments. The drivers for demand will continue to be housing and infrastructure, considering the government's recent push in this sector. Ambuja Cements said that the company will continue to work on improving efficiencies and focus on customer and commercial excellence. Ambuja Cements said that the company believes that these initiatives will help improve its performance.

IDFC gained 4.94% to Rs 156.05 after the company's board approved a proposal to demerge its financing undertaking into its wholly-owned step-down subsidiary, IDFC Bank. The stock hit high of Rs 157.50 and low of Rs 149.25. The lender's consolidated net profit fell 13.43% to Rs 421.40 crore on 15.75% increase in total income to Rs 2,487.46 crore in Q2 September 2014 over Q2 September 2013.

The board of IDFC at its meeting held on Thursday, 30 October 2014, approved a proposal to demerge its financing undertaking into its wholly-owned step-down subsidiary, IDFC Bank. IDFC Bank is a recently incorporated company by IDFC with a paid up capital of Rs 5 lakh and is currently not a listed company. Post demerger, the shares of IDFC Bank will be listed on the BSE and the NSE.

IDFC Bank will issue 1 equity share of Rs 10 each, fully paid up of IDFC Bank for every 1 equity share of Rs 10 each held in IDFC as a consideration for the demerger of financing undertaking of IDFC into IDFC Bank, to the shareholders holding shares of IDFC as on the record date.

The shareholders of IDFC will continue to hold their shares in IDFC. On completion of demerger, equity share capital of IDFC Bank will be held approximately 53% by IDFC Financial Holding Company (lDFC FHCL) (being incorporated), a 100% subsidiary of IDFC and approximately 47% by the shareholders of IDFC (as on the record date).

Bharti Airtel fell 2.25% to Rs 398.55 after announcing Q2 results. The stock hit high of Rs 414.95 and low of Rs 396.10. The company's consolidated net profit rose 170.2% to Rs 1383 crore on 7.1% increase in total revenue to Rs 22845 crore in Q2 September 2014 over Q2 September 2013. The results are as per International Financial Reporting Standards (IFRS). Earnings before interest, taxes, depreciation and amortization (EBITDA) rose 12.1% to Rs 7705 crore in Q2 September 2014 over Q2 September 2013. Mobile data revenues grew 66.7% to Rs 2540 crore in Q2 September 2014 over Q2 September 2013, contributing more than two-third of the incremental revenues. The result was announced after market hours on Thursday, 30 October 2014.

NTPC rose 1.97% at Rs 150.05 after announcing Q2 results. The stock hit high of Rs 150.90 and low of Rs 146.40. The company's net profit fell 16.89% to Rs 2071.63 crore on 1.11% rise in total income to Rs 17267.32 crore in Q2 September 2014 over Q2 September 2013. The result was announced during market hours.

M&M rose 0.96% to Rs 1,300 after announcing Q2 results. The stock hit high of Rs 1,322.90 and low of Rs 1,285. On comparable basis, the combined net profit of Mahindra & Mahindra (M&M) and Mahindra Vehicle Manufacturers (MVML) rose 1.7% to Rs 974.10 crore on 4.7% growth in gross revenue plus other income to Rs 10400.90 crore in Q2 September 2014 over Q2 September 2013. The Q2 result was announced during market hours today, 31 October 2014.

MVML, located at Chakan near Pune, was set up as a 100% subsidiary of Mahindra & Mahindra (M&M) with a view to sourcing contemporary products for expanding the market offerings of M&M.

In Q4 March 2014 under a scheme of arrangement the truck business of M&M's subsidiary Mahindra Trucks and Buses (MTBL) demerged from the subsidiary and merged with M&M.

M&M's consolidated net profit fell 4.98% to Rs 794 crore on 1.11% fall in gross revenue (including other income) at Rs 18467.70 crore in Q2 September 2014 over Q2 September 2013.

Tech Mahindra gained 1.28% after the company said during market hours Mumbai High Court has approved the Scheme of Amalgamation and Arrangement of Mahindra Engineering Services (MESL) with Tech Mahindra and their respective shareholders and creditors which, inter alia, envisages amalgamation of MESL and transfer and vesting thereof into Tech Mahindra.

The Sensex and Nifty gained for the fourth day in a row today, 31 October 2014.

Meanwhile, provisional data released by the stock exchanges after trading hours yesterday, 30 October 2014, showed that foreign portfolio investors (FPIs) bought shares worth a net Rs 1257.49 crore on that day.

In the foreign exchange market, the rupee edged higher against the dollar on global risk-on sentiment. The partially convertible rupee was hovering at 61.405, compared with its close of 61.455 during the previous trading session.

Brent crude oil prices edged lower as a firmer dollar and a well supplied oil market combined to put the benchmark on course to end October with its steepest monthly decline since 2012. Brent crude for December delivery was off $1.06 at $85.18 a barrel. The contract had fallen 88 cents to settle at $86.24 a barrel during the previous trading session.

India's fiscal deficit was Rs 439000 crore ($71.5 billion) during April-September, or 82.6% of the full-year target, government data showed today, 31 October 2014.

The government's decision this month to decontrol diesel prices and a sharp decline in global crude oil prices recently will help India in containing its fiscal deficit. The fall in global crude oil prices will also help India in containing its current account deficit and fuel price inflation. India imports 80% of its crude oil requirement. A slump in Brent crude since the end of June contributed to consumer-price index slowing to 6.46% last month, the least since 2012.

Finance Minister Arun Jaitley yesterday, 30 October 2014, asked the senior officers of the Central Board of Direct Taxes (CBDT) not to lose sight of domestic black money keeping in view its much higher magnitude. He asked the senior officers of the Income Tax Department to make their best efforts to chase those sectors where the domestic black money is most prevalent. He said that the recovery of black money and taxes due thereon will also help the Department in achieving its tax collection targets. The Finance Minister was speaking at a Review Meeting of Principal Chief Commissioners, Principal Directors General, Chief Commissioners and Directors General of Income Tax in order to assess and analyse the achievements of the Budget Targets for Revenue Collections for Financial Year 2014-15. He asked the tax officials to widen the tax base in order to bring more and more people within tax domain.

European stocks rose today, 31 October 2014, amid optimism the Bank of Japan's stimulus will fill some of the gap left by the end of Federal Reserve bond buying. Key benchmark indices in France, Germany and UK were up 1.08% to 1.87%.

September retail sales in Germany suffered their biggest monthly fall since May 2007, adding to concerns that growth in Europe's largest economy is stalling.

In France, data showed consumer spending fell more than expected in September, marking a weak end to the third quarter.

In UK, the GfK consumer confidence reading indicated that British consumers are growing less confident about the future of the country's economy.

Japanese stocks led gains in Asian stocks today, 31 October 2014, after the Bank of Japan (BOJ) after a monetary policy review today, 31 October 2014, unexpectedly boosted its unprecedented monetary easing. Key benchmark indices in Indonesia, South Korea, Hong Kong, Taiwan, Singapore, and China were up 0.28% to 1.25%.

Japan's Nikkei Average jumped 4.83%. In an unexpected move, the Bank of Japan's policy board today, 31 October 2014, voted by a 5-to-4 margin to expand the pace of its quantitative easing. The central bank expanded the size of its Japanese Government Bond (JGBs) purchases to the equivalent of about 80 trillion yen ($727 billion) a year, an increase of 30 trillion yen from the previous pace. It said it would also buy longer-dated JGBs, seeking an average remaining maturity of 7-10 years. The central bank also said it would triple its purchases of exchange-traded funds and real-estate investment trusts. It also added that the so-called "quantitative and qualitative easing" program would continue "as long as it is necessary". Earlier in the day, data showed that Japan's inflation rate in September had hit its lowest level in almost a year.

Trading in US index futures indicated that the Dow could jump 182 points at the opening bell today, 31 October 2014. US stocks edged higher yesterday, 30 October 2014, as a report showed higher-than-estimated growth in gross domestic product, fueling speculation the economy is strong enough to withstand higher interest rates.

The American economy expanded at a more-than-estimated annualized rate of 3.5% last quarter, capping its strongest six months in a decade, while other data showed fewer Americans filed applications for unemployment benefits over the past month than at any time in more than 14 years.

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First Published: Oct 31 2014 | 3:40 PM IST

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