India Daily, September 13, 2017
INDIA DAILY September 13, 2017 India 12-Sep 1-day 1-mo 3-mo Sensex 32,159 0.9 3.0 3.4 Nifty 10,093 0.9 3.9 5.1 Contents Global/Regional indices Dow Jones 22,119 0.3 1.2 3.7 Special Reports Nasdaq Composite 6,454 0.3 3.2 3.8 Theme Report FTSE 7,401 (0.2) 1.2 (1.3) Nikkei 19,875 0.5 0.7 (0.1) Media: Box office trends - behemoths command BO, rest divide scraps Hang Seng 27,846 (0.4) 3.6 7.7 Key trends: Bollywood growth lopsided, regional/Hollywood strong, social KOSPI 2,368 0.1 2.1 (0.3) media impact grows Value traded – India Daily Alerts Cash (NSE+BSE) 318 297 298 Derivatives (NSE) 4,901 5,712 3,317 Company alerts Deri. open interest 3,574 3,498 3,301 Gujarat Pipavav Port: LPG the lone silver lining Pipavav well-placed to become strategic hub for LPG imports on the west Forex/money market coast Change, basis points Volatility in container trade may continue 12-Sep 1-day 1-mo 3-mo Rs/US$ 64.0 (2) (13) (39) Pricing support from improving financials of shipping lines unlikely to go to 10yr govt bond, % 6.9 1 2 2 Pipavav Net investment (US$ mn) Revise estimates to incorporate the LPG opportunity; retain REDUCE 11-Sep MTD CYTD FIIs (65) (617) 6,546 Sector alerts MFs 57 352 10,467 Energy: Weakness in industrial fuels; base affects auto fuels Top movers Petroleum demand declines 6.1% yoy in August, staying flat in 5MFY18 Change, % Best performers 12-Sep 1-day 1-mo 3-mo Subdued off-take of industrial fuels likely reflecting impact from GST JPA IN Equity 21.9 0.2 3.1 64.0 implementation RCAPT IN Equity 775.3 0.2 23.3 57.3 Auto fuels demand
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