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Titan Industries hammered

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Capital Market
Last Updated : Jun 12 2014 | 9:45 AM IST

Key benchmark indices edged lower in early trade on weak Asian stocks. The S&P BSE Sensex was down 51.38 points or 0.27%, off close to 15 points from the day's high and up about 60 points from the day's low. The market breadth, indicating the overall health of the market, was weak. Shares of two wheeler makers lead losses.

Mahindra Satyam and Tech Mahindra rose after the Andhra Pradesh High Court on Tuesday, 11 June 2013, cleared the merger of Mahindra Satyam with Tech Mahindra. Titan Industries extended Tuesday's sharp losses triggered by the company's announcement that the Reserve Bank of India (RBI) has clarified that all imports of gold for domestic consumption, either through banks, nominated agencies or directly can be made only with 100% cash margin.

Foreign institutional investors (FIIs) sold shares worth a net Rs 885.85 crore on Tuesday, 11 June 2013, as per provisional data from the stock exchanges.

At 9:30 IST, the S&P BSE Sensex was down 51.38 points or 0.27% to 19,091.62. The index declined 110.92 points at the day's low of 19,032.08 in early trade. The index fell 34.04 points at the day's high of 19,108.96 in early trade.

The CNX Nifty was down 20.40 points or 0.35% to 5,768.40. The index hit a low of 5,756.10 in intraday trade. The index hit a high of 5,779.25 in intraday trade.

The market breadth, indicating the overall health of the market, was weak. On BSE, 600 shares fell and 374 shares rose. A total of 46 shares were unchanged.

Among the 30-share Sensex pack, 18 stocks fell and rest of them rose. Jindal Steel & Power, GAIL (India) and Infosys rose by 0.64% to 0.89%. HDFC, Tata Steel and TCS shed by 1.11% to 1.76%.

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Titan Industries tumbled 8.06%, with the stock extending Tuesday's 10.86% losses triggered by the company's announcement that the Reserve Bank of India (RBI) has clarified that all imports of gold for domestic consumption, either through banks, nominated agencies or directly can be made only with 100% cash margin. RBI has also clarified that credit of any kind from suppliers or bullion banks for import of gold for domestic use is prohibited, Titan said during trading hours on Tuesday, 11 June 2013. This will affect import of gold through all non consignment routes like gold on lease/loan, Titan Industries said. Titan imports gold for its retail gold jewellery business.

Titan said it had sought some clarifications on gold imports after the Reserve Bank of India issued a notification on 4 June 2013 on changes to the current terms governing import of gold in India.

Mahindra Satyam gained 1.98%. Tech Mahindra rose 1.84%. The Andhra Pradesh High Court on Tuesday, 11 June 2013, cleared the merger of Mahindra Satyam with Tech Mahindra. The two companies made the announcement after trading hours on Tuesday. Earlier, the High Court of Bombay had vide its order dated 28 September 2012 approved the merger subject to approval of the Andhra Pradesh High Court.

Oil India (OIL) declined 0.81%. Shares of ONGC rose 0.65%. OIL on Tuesday, 11 June 2013, said it has not contributed towards the content of the ONGC Press Release titled "OVL and OIL sign definitive agreement to acquire interest in the Rovuma Area 1 Offshore Block in Mozambique". In this regard, ONGC has already withdrawn the Press Release and factual position has been clarified by ONGC, OIL said. OIL has nothing further to add on this matter, it said. State-run oil exploration major ONGC withdrew a statement issued on Monday, 10 June 2013, saying its overseas oil exploration unit ONGC Videsh (OVL) and OIL had signed an agreement to buy a 10% stake in a Mozambique gas field viz. Rovuma Area 1 Offshore Block from Videocon Group for $2.48 billion.

Videocon Industries declined 1.81%. In its clarification to the stock exchanges, Videocon Industries on Tuesday, 11 June 2013, said that the company has no new information nor there any event, which requires disclosure or intimation to the stock exchanges.

Pidilite Industries rose 0.15%. The company on Tuesday said that the construction work on the synthetic elastomer project remains suspended as the company has been evaluating various alternatives regarding the future of the project. With due consideration to techno-commercial factors and completion of a strategic review, the company has decided to explore induction of a strategic partner for the project, Pidilite Industries said.

Two wheeler makers dropped. Hero MotoCorp and Bajaj Auto shed by 1.6% to 1.73%.

The Reserve Bank of India (RBI) on Tuesday took measures to increase the supply of dollars in the market including asking exporters to realise their dollar earnings and get them back into the country within one year to support a plunging rupee. The RBI also hastened the process of dollar inflows through online payment channels by increasing the amount that exporters can bring back to $10,000 from $3000. The new norms will be applicable with immediate effect, the Reserve Bank of India said. The rupee hit record low of 58.98 per dollar in intraday trade on Tuesday.

Dr. Raghuram G. Rajan, Chief Economic Adviser, Ministry of Finance, on Tuesday, 11 June 2013, said that the government continues to undertake measures to ensure the Current Account Deficit (CAD) is safely financed. Dr. Rajan issued the statement after a recent steep slide in rupee against the dollar. "In the coming weeks, we will be recommending the policies to enhance foreign direct investment (FDI) limits in a number of areas", he said. All this will help not just in the short term objective of financing the CAD but also in the longer term objective of ensuring sustainable growth, Dr. Rajan said.

Industrial production is seen rising 2.4% in April 2013, as per a poll of economist carried out by Capital Market. The Central Statistics Office (CSO) will unveil industrial output data for April 2013 today, 12 June 2013. Industrial production rose 2.5% in March 2013, compared with a revised growth of 0.46% in February 2013. Industrial production rose 1% for the year ended 31 March 2013 (FY 2013).

Consumer price inflation is seen easing further in May 2013. Inflation based on the combined consumer price index (CPI) for urban and rural India is seen easing further to 9% in May 2013, according to a poll of economist carried out by Capital Market. The combined consumer price inflation for rural and urban India eased to 9.39% in April 2013 from 10.39% in March 2013. The CSO will unveil data on the combined consumer price index for urban and rural India today, 12 June 2013.

Asian stocks fell on Wednesday as Japanese machinery orders declined more than expected and concern grew that central banks from Tokyo to Washington are increasingly reluctant to add stimulus. Key benchmark indices in Indonesia, Japan, Singapore and South Korea shed by 0.32% to 1.98%. Stock markets in Hong Kong, Taiwan and the Philippines were closed for holidays. Mainland Chinese markets are closed from Monday, 10 June 2013 till today, 12 June 2013, for the Dragon Boat Festival.

Japan's machinery orders, an indicator of future capital spending dropped 8.8% in April, more than estimated.

US stocks dropped on Tuesday after the Bank of Japan's status-quo policy decision revived concerns about the winding down of central bank stimulus measures. The restraint in Japan also raised questions about the US Federal Reserve's future direction of policy measures ahead of next week's Federal Open Market Committee meeting.

On Tuesday, Germany's constitutional court began hearing debate on whether the European Central Bank's Outright Monetary Transactions -- a yet-to-be-used program to buy bonds from struggling euro-bloc nations -- is allowable under German law. A ruling isn't expected until later this year, however.

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First Published: Jun 12 2013 | 9:37 AM IST

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