TATA METALIKS Q4FY21 results - MIXED!
🚀Pig iron rocks
👉Ductile iron pipe business struggles
Q4FY21 (yoy)
👍Revenue +27% at Rs661cr
👉Margins at 21.6% vs 23%
👉PAT -3% at Rs.75.2cr (Due to higher effective tax rate)
🚀Pig iron rocks
👉Ductile iron pipe business struggles
Q4FY21 (yoy)
👍Revenue +27% at Rs661cr
👉Margins at 21.6% vs 23%
👉PAT -3% at Rs.75.2cr (Due to higher effective tax rate)
SGX Nifty down more than 200 points following last two Weeks Monday tradition.
Corona plus HDFC Bank plus mixed Global cues.
Corona plus HDFC Bank plus mixed Global cues.
STOCKS TO WATCH (BLOOMBERG)
Adani Enterprises (ADE): Arch Capital Rules Out Underwriting Adani Carmichael Coal Mine
Bank of Maharashtra (BOMH): To Consider Plan to Raise Funds Via FPO/QIP
Federal-Mogul Goetze (FMGI): Says OFS to Non-Retail Gets 395% Demand
HDFC Life (HDFCLIFE): 4Q Net Income 3.18b Rupees Vs 3.12b Y/y
Hathway Cable (HATH): Says OFS to Non-Retail Investors Gets 151% Demand
IRCTC (IRCTC): Says Lucknow-New Delhi Tejas Express Suspended
Kotak Mahindra Bank (KMB): RBI Caps CEO Founder of Bank at 12 Yrs, SPL Discretion 15 Yrs
SBI Cards (SBICARD): 4Q Net Income 1.75B Rupees, Misses Est. 2.82B
Sagar Cements (SGC): Unit Merger to Lower Costs, Improve Efficiency
Shalby (SHALBY): Says OFS to Non- Retail Investors Gets 193% Demand on DAY-1
Steel Authority (SAIL): India State-Run Steel Mill Shuts Temporarily to Up Oxygen Supply
Tata Motors (TTMT): To Optimize Inventory as Lockdowns May Hurt Demand
Tech Mahindra (TECHM): 4Q Net Income 10.8B Rupees, Misses Est. 13.07B; Ebitda 19.48B Rupees, Est. 19.26B
To Acquire Eventus Solutions Group for up to $44M
Union Bank of India (UNBK): To Mull Fundraise Plan Validity Extension April 29
Wipro (WPRO): Gets Deal From Bristol Water to Modernize Infrastructure
EARNINGS: (March quarter; net income ests. in rupees)
Axis Bank (AXSB) 19.1b (parent, 13 analysts)
Bajaj Finance (BAF) 13.7b (group, 8 analysts)
Britannia (BRIT) 4.17b (group, 17 analysts)
Maruti Suzuki (MSIL) 17b (parent, 17 analysts)
TVS Motor (TVSL) 2.21b (parent, 18 analysts)
FUTURES, OPTIONS
Securities added to ban list: Steel Authority (SAIL)
Securities that continue to be in ban list: Indiabulls Housing (IHFL), Sun TV (SUNTV)
EX-DIVIDEND
Zuari Global (ZUAR), Easy Trip (EASEMYTR)
Adani Enterprises (ADE): Arch Capital Rules Out Underwriting Adani Carmichael Coal Mine
Bank of Maharashtra (BOMH): To Consider Plan to Raise Funds Via FPO/QIP
Federal-Mogul Goetze (FMGI): Says OFS to Non-Retail Gets 395% Demand
HDFC Life (HDFCLIFE): 4Q Net Income 3.18b Rupees Vs 3.12b Y/y
Hathway Cable (HATH): Says OFS to Non-Retail Investors Gets 151% Demand
IRCTC (IRCTC): Says Lucknow-New Delhi Tejas Express Suspended
Kotak Mahindra Bank (KMB): RBI Caps CEO Founder of Bank at 12 Yrs, SPL Discretion 15 Yrs
SBI Cards (SBICARD): 4Q Net Income 1.75B Rupees, Misses Est. 2.82B
Sagar Cements (SGC): Unit Merger to Lower Costs, Improve Efficiency
Shalby (SHALBY): Says OFS to Non- Retail Investors Gets 193% Demand on DAY-1
Steel Authority (SAIL): India State-Run Steel Mill Shuts Temporarily to Up Oxygen Supply
Tata Motors (TTMT): To Optimize Inventory as Lockdowns May Hurt Demand
Tech Mahindra (TECHM): 4Q Net Income 10.8B Rupees, Misses Est. 13.07B; Ebitda 19.48B Rupees, Est. 19.26B
To Acquire Eventus Solutions Group for up to $44M
Union Bank of India (UNBK): To Mull Fundraise Plan Validity Extension April 29
Wipro (WPRO): Gets Deal From Bristol Water to Modernize Infrastructure
EARNINGS: (March quarter; net income ests. in rupees)
Axis Bank (AXSB) 19.1b (parent, 13 analysts)
Bajaj Finance (BAF) 13.7b (group, 8 analysts)
Britannia (BRIT) 4.17b (group, 17 analysts)
Maruti Suzuki (MSIL) 17b (parent, 17 analysts)
TVS Motor (TVSL) 2.21b (parent, 18 analysts)
FUTURES, OPTIONS
Securities added to ban list: Steel Authority (SAIL)
Securities that continue to be in ban list: Indiabulls Housing (IHFL), Sun TV (SUNTV)
EX-DIVIDEND
Zuari Global (ZUAR), Easy Trip (EASEMYTR)
PREVIEWS
HDFC AMC expected to report results on April 27. FOURTH QUARTER
Net income estimate 3.53 billion rupees (Bloomberg Consensus)
Revenue estimate 5.70 billion rupees
Maruti Suzuki expected to report results on April 27. FOURTH QUARTER
Net income estimate 17 billion rupees (Bloomberg Consensus)
Revenue estimate 239.20 billion rupees
Staff costs estimate 9.04 billion rupees
Ebitda estimate 21.62 billion rupees
Britannia expected to report results on April 27. FOURTH QUARTER
Net income estimate 4.17 billion rupees (range 3.68 billion rupees to 4.80 billion rupees) (Bloomberg Consensus)
Revenue estimate 31.08 billion rupees (range 30.02 billion rupees to 32.12 billion rupees)
Ebitda estimate 5.64 billion rupees (range 5.06 billion rupees to 6.42 billion rupees)
United Breweries expected to report results on April 27. FOURTH QUARTER
Net income estimate 1.39 billion rupees (Bloomberg Consensus)
Revenue estimate 15.50 billion rupees
Axis Bank expected to report results on April 27. FOURTH QUARTER
Net income estimate 19.12 billion rupees (Bloomberg Consensus)
Provisions estimate 31.80 billion rupees
Interest income estimate 162.94 billion rupees
Net interest margin estimate 4.09%
Operating profit estimate 62.40 billion rupees
Net interest income estimate 69.70 billion rupees
Total deposits estimate 5.35 trillion rupees
Hindustan Zinc expected to report results on April 27. FOURTH QUARTER
Net income estimate 25.20 billion rupees (Bloomberg Consensus)
Revenue estimate 64.60 billion rupees
Ebitda estimate 36.90 billion rupees
HDFC AMC expected to report results on April 27. FOURTH QUARTER
Net income estimate 3.53 billion rupees (Bloomberg Consensus)
Revenue estimate 5.70 billion rupees
Maruti Suzuki expected to report results on April 27. FOURTH QUARTER
Net income estimate 17 billion rupees (Bloomberg Consensus)
Revenue estimate 239.20 billion rupees
Staff costs estimate 9.04 billion rupees
Ebitda estimate 21.62 billion rupees
Britannia expected to report results on April 27. FOURTH QUARTER
Net income estimate 4.17 billion rupees (range 3.68 billion rupees to 4.80 billion rupees) (Bloomberg Consensus)
Revenue estimate 31.08 billion rupees (range 30.02 billion rupees to 32.12 billion rupees)
Ebitda estimate 5.64 billion rupees (range 5.06 billion rupees to 6.42 billion rupees)
United Breweries expected to report results on April 27. FOURTH QUARTER
Net income estimate 1.39 billion rupees (Bloomberg Consensus)
Revenue estimate 15.50 billion rupees
Axis Bank expected to report results on April 27. FOURTH QUARTER
Net income estimate 19.12 billion rupees (Bloomberg Consensus)
Provisions estimate 31.80 billion rupees
Interest income estimate 162.94 billion rupees
Net interest margin estimate 4.09%
Operating profit estimate 62.40 billion rupees
Net interest income estimate 69.70 billion rupees
Total deposits estimate 5.35 trillion rupees
Hindustan Zinc expected to report results on April 27. FOURTH QUARTER
Net income estimate 25.20 billion rupees (Bloomberg Consensus)
Revenue estimate 64.60 billion rupees
Ebitda estimate 36.90 billion rupees
🏹🏹🏹 Trader's🏹🏹🏹
*Positional Equity* Buy: Graphite India Limited Buy Between: 540-560 CMP: 562 SL: 538/520 Tg: 600,640,660 Risk: Moderate Time: 3 - 6Months
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What a Positional Call💯💯💯
562➡️730🎁🎁🎁🎁
😎😎😎😎😎
170 points in a Month....💥💥💥💥Graphite hold it Strong😍😍😍😍😍😍😍
*Jackpot Jackpot🔥🔥🔥🔥🔥*
STOCKS TO WATCH (BLOOMEBRG)
Adani Enterprises (ADE): To Consider Fund Raising Limit on May 5
Affle India (AFFLE): Seeks to Raise $61 Million From QIP Offering
Biocon (BIOS): 4Q Net Income 2.57B Rupees, Beats Est. 2.38B; Ebitda 6.41B Rupees, Est. 5.10B
Dishman Carbogen Amcis (DCAL): Unit in Co-Investment Pact for Swiss Site
IndiaMart (INMART): Unit to Acquire 26% of Shipway Technology; Unit to Also Acquire 3.02% More in Truckhall
Oil & Natural Gas (ONGC): Looking at Foreign Partners for Developing Oil, Gas Fields
RattanIndia Enterprises (RATI): To Invest INR1.5B in Electric Vehicle Maker Revolt
Reliance Industries (RIL): Saudi Aramco Revived Talks for 20% Stake in Reliance Arm: FT
SIS Ltd (SECIS): 4Q Net Income 1.02B Rupees, Beats Est. 792.6M; Ebitda 1.23B Rupees, Est. 1.47B
Torrent Pharma (TRP): Gets U.S. FDA Tentative Approval for Dapsone Anda
UTI Asset (UTIAM): 4Q Net Income 1.34B Rupees vs loss 254.8M Y/y
EARNINGS: (March quarter; net income ests. in rupees)
Ambuja Cements (ACEM) 4.87b (parent, 15 analysts)
Bajaj Auto (BJAUT) 13.1b (parent, 18 analysts)
Exide (EXID) 2.26b (parent, 13 analysts)
Hindustan Unilever (HUVR) 19.7b (parent, 16 analysts)
Shriram Transport (SHTF) 7.46b (parent, 14 analysts)
Titan Co (TTAN) 5.6b (parent, 10 analysts)
FUTURES, OPTIONS
Securities that continue to be in ban list: Steel Authority (SAIL)
EX-DIVIDEND
Ishan Dyes & Chemicals (ISDY), HCL Tech (HCLT), Nestle India (NEST), Angel Broking (ANGELBRK)
Adani Enterprises (ADE): To Consider Fund Raising Limit on May 5
Affle India (AFFLE): Seeks to Raise $61 Million From QIP Offering
Biocon (BIOS): 4Q Net Income 2.57B Rupees, Beats Est. 2.38B; Ebitda 6.41B Rupees, Est. 5.10B
Dishman Carbogen Amcis (DCAL): Unit in Co-Investment Pact for Swiss Site
IndiaMart (INMART): Unit to Acquire 26% of Shipway Technology; Unit to Also Acquire 3.02% More in Truckhall
Oil & Natural Gas (ONGC): Looking at Foreign Partners for Developing Oil, Gas Fields
RattanIndia Enterprises (RATI): To Invest INR1.5B in Electric Vehicle Maker Revolt
Reliance Industries (RIL): Saudi Aramco Revived Talks for 20% Stake in Reliance Arm: FT
SIS Ltd (SECIS): 4Q Net Income 1.02B Rupees, Beats Est. 792.6M; Ebitda 1.23B Rupees, Est. 1.47B
Torrent Pharma (TRP): Gets U.S. FDA Tentative Approval for Dapsone Anda
UTI Asset (UTIAM): 4Q Net Income 1.34B Rupees vs loss 254.8M Y/y
EARNINGS: (March quarter; net income ests. in rupees)
Ambuja Cements (ACEM) 4.87b (parent, 15 analysts)
Bajaj Auto (BJAUT) 13.1b (parent, 18 analysts)
Exide (EXID) 2.26b (parent, 13 analysts)
Hindustan Unilever (HUVR) 19.7b (parent, 16 analysts)
Shriram Transport (SHTF) 7.46b (parent, 14 analysts)
Titan Co (TTAN) 5.6b (parent, 10 analysts)
FUTURES, OPTIONS
Securities that continue to be in ban list: Steel Authority (SAIL)
EX-DIVIDEND
Ishan Dyes & Chemicals (ISDY), HCL Tech (HCLT), Nestle India (NEST), Angel Broking (ANGELBRK)
Super nos 🚀
Ambuja cement Q1CY21 🤩
🔥EBITDA at 976cr vs exp of 775cr
🔥Margins at 27% vs expected 22%
Co focus on cost side is working 👏
👉Volumes in line at 7.17mt
🚨Expansion🚨
Marwar Mundwa will commence operations in Quarter 3, 2021
Ambuja cement Q1CY21 🤩
🔥EBITDA at 976cr vs exp of 775cr
🔥Margins at 27% vs expected 22%
Co focus on cost side is working 👏
👉Volumes in line at 7.17mt
🚨Expansion🚨
Marwar Mundwa will commence operations in Quarter 3, 2021
*#TOP10 #StocksInFocus*
1- SUN TV
2- MARICO
3- DR REDDY'S
4- MAX HEALTH / FORTIS HOSPITAL / APOLLO HOSPITAL
5- NATCO
6- MOIL / NMDC / TATA STEEL
7- AUTO STOCKS
8- INDUSIND BANK / RIL
9- TRENT
10- AJANTA PHARMA
1- SUN TV
2- MARICO
3- DR REDDY'S
4- MAX HEALTH / FORTIS HOSPITAL / APOLLO HOSPITAL
5- NATCO
6- MOIL / NMDC / TATA STEEL
7- AUTO STOCKS
8- INDUSIND BANK / RIL
9- TRENT
10- AJANTA PHARMA
*May Contact* ✅
*STOCK OPTIONS*
CIPLA 900 CE
Buy CMP 31
*SL 26*
TGT 35,37
*CMP 31*
*BTST👆🏻👆🏻👆🏻*
*STOCK OPTIONS*
CIPLA 900 CE
Buy CMP 31
*SL 26*
TGT 35,37
*CMP 31*
*BTST👆🏻👆🏻👆🏻*
Yesterday there was big buildup in CCL Products and Tata Coffee....interesting to see if follow up continues...keep on radar