Market Wizard
12.8K subscribers
63.8K photos
11 videos
1.16K files
21.3K links
FREE FINANCIAL EDUCATIONAL CHANNEL

Disclaimer : We are not SEBI Registered. Please consult your financial advisor before investing.

All the posts appearing in the channel are only for educational and informational purposes.

ALL RIGHTS RESERVED!!!
Download Telegram
*VST Tillers Tractors Ltd.* | *CMP* Rs. 2165 | *M Cap* Rs. 1870 Cr | *52 W H/L* 2307/1278
(Nirmal Bang Retail Research)
*Result has declined*
Revenue from Operations came at Rs. 194.7 Cr (-4% QoQ, 62.6% YoY) vs QoQ Rs. 202.9 Cr, YoY Rs. 119.8 Cr
EBIDTA came at Rs. 7.8 Cr (-73.8% QoQ, -221.2% YoY) vs QoQ Rs. 29.9 Cr, YoY Rs. -6.5 Cr
EBITDA Margin came at 4% vs QoQ 14.7%, YoY -5.4%
Adj. PAT came at Rs. 12.9 Cr vs QoQ Rs. 30.8 Cr, YoY Rs. -3.4 Cr
Quarter EPS is Rs. 15
Share is trading at P/E of 16.9x FY22E EPS
*MM Forgings Ltd.* | *CMP* Rs. 589 | *M Cap* Rs. 1422 Cr | *52 W H/L* 624/172
(Nirmal Bang Retail Research)
*Result has improved*
Revenue from Operations came at Rs. 293.4 Cr (31.5% QoQ, 74.1% YoY) vs QoQ Rs. 223 Cr, YoY Rs. 168.5 Cr
EBIDTA came at Rs. 59.5 Cr (70.6% QoQ, 147.9% YoY) vs QoQ Rs. 34.9 Cr, YoY Rs. 24 Cr
EBITDA Margin came at 20.3% vs QoQ 15.6%, YoY 14.2%
Adj. PAT came at Rs. 34.9 Cr vs QoQ Rs. 16.4 Cr, YoY Rs. 3.1 Cr
Quarter EPS is Rs. 14.5
Share is trading at P/E of 17.7x FY22E EPS
*TCNS Clothing Co Ltd.* | *CMP* Rs. 596 | *M Cap* Rs. 3667 Cr | *52 W H/L* 607/322
(Nirmal Bang Retail Research)
*Result is below expectations*
Revenue from Operations came at Rs. 221 Cr (-7.1% QoQ, 0.8% YoY) vs expectation of Rs. 242.2 Cr, QoQ Rs. 237.9 Cr, YoY Rs. 219.2 Cr
EBIDTA came at Rs. 22.9 Cr (-40.5% QoQ, -576.2% YoY) vs expectation of Rs. 37.3 Cr, QoQ Rs. 38.5 Cr, YoY Rs. -4.8 Cr
EBITDA Margin came at 10.4% vs expectation of 15.4%, QoQ 16.2%, YoY -2.2%
Adj. PAT came at Rs. 3.9 Cr vs expectation of Rs. 13.6 Cr, QoQ Rs. 12.7 Cr, YoY Rs. -23.8 Cr
Quarter EPS is Rs. 0.6
Share is trading at P/E of 54.7x FY22E EPS
*SP Apparels Ltd.* | *CMP* Rs. 244 | *M Cap* Rs. 627 Cr | *52 W H/L* 245/62
(Nirmal Bang Retail Research)
*Result is below expectations*
Revenue from Operations came at Rs. 191.6 Cr (-8.6% QoQ, 13.8% YoY) vs expectation of Rs. 198.7 Cr, QoQ Rs. 209.5 Cr, YoY Rs. 168.4 Cr
EBIDTA came at Rs. 24.5 Cr (-36.5% QoQ, 38.1% YoY) vs expectation of Rs. 36.3 Cr, QoQ Rs. 38.6 Cr, YoY Rs. 17.8 Cr
EBITDA Margin came at 12.8% vs expectation of 18.3%, QoQ 18.4%, YoY 10.6%
Adj. PAT came at Rs. 10.6 Cr vs expectation of Rs. 20.3 Cr, QoQ Rs. 19.7 Cr, YoY Rs. 2.8 Cr
Quarter EPS is Rs. 4.1
Share is trading at P/E of 8.2x FY22E EPS
FII and DII Trading activities as on 21June 2021
FII F&O (Net)+1780.6Cr
FII INDEX FUTURES-478.45Cr
FII INDEX OPTIONS+1733.94Cr
FII STOCK FUTURES+74.03Cr
FII STOCK OPTIONS+451.08Cr
FII CASH-1244.71Cr
DII CASH+138.09Cr
Bharti Airtel, TCS announce collaboration to build 5G networks in India

 Bharti Airtel and Tata Group today announced a strategic partnership for implementing 5G networks solutions for India.

 Tata Group has developed a ‘state of the art’ O-RAN based Radio &
Securities in Ban For Trade Date 22-June-2021:

IDEA
SUNTV

*Added IDEA*
*Deleted ADANIPORTS,BHEL,PNB*
Mid-market update – European Stocks Stem Losses…Dow Future recovers 1% from intra-day low …US 10-Year Bond fell to 3-month Low

·         European equities pared a drop to trade little-changed on Monday, shaking off recent worries over a more hawkish stance by the U.S. Federal Reserve as M&A action boosted shares in U.K. grocers. Germany Index bounced back into positive territory while France and UK Index declined 0.2% each.

·         Asian markets skidded on Monday, with Japan's Nikkei 225 index losing 3.3%, after a sell-off Friday on Wall Street gave the S&P 500 its worst weekly loss since February. Investors are still recalibrating their moves after the Federal Reserve’s signal last week that it may raise current ultra-low rates sooner than had been expected. Taiwan, Hong Kong and South Korea Index declined over 1% each.

·         Brent Oil climbed near $74 a barrel after the latest talks between world powers and Iran to revive a nuclear deal ended without an agreement, a day after the OPEC producer elected a new president

·         US Dow Future is up 0.3% while recovered 1% from the intra-day low

·         US 10-Year Bond declined 2bps at 1.43%

 
IPO Allotment Link


Shyam Metalics and Energy Limited
https://kosmic.kfintech.com/ipostatus/

Dodla Dairy Limited
https://kosmic.kfintech.com/ipostatus/


Krishna Institute of Medical Sciences Limited
https://linkintime.co.in/IPO/public-issues.html

Sona BLW Precision Forgings Limited
https://kosmic.kfintech.com/ipostatus/

India Pesticides Limited
https://kosmic.kfintech.com/ipostatus/
*Good Morning*

Dalio, Summers Warn Inflation Could Derail Recovery: Qatar Forum

Asia’s Richest Man Says ‘No Option’ But to Make Businesses Green

Reliance has set a 2035 target to be a carbon-neutral co.

India Extends Transmission-Fee Waiver for Renewable Projects

India Coal Power Giant Nearly Doubles Renewable Energy Target

NTPC board aims to have 60 gigawatts clean power by 2032

Duflo, Rajan Named to Indian State’s Economic Advisory Panel

SAT Allows PNB Housing To Conduct E-Voting On Pref Allotment: BQ

Indian Firms List at Fastest Pace Since 2008: ECM Watch

INDIA DISTRESSED WATCH: Reliance Comm Hearing, Jain Bond Recast

RBI Converts INR67B Short Bonds to Long Debt, Less Than Planned

India Public Sector Lenders Surge on Bank Divestment Report

Emerging-Market ETFs Saw Smallest Inflow Since October Last Week

Emerging Market ETFs Rise for 33rd Week in $47.8 Bln Streak

India Cumulative Monsoon Rainfall 37% Above Normal as June 21

Global Funds Sell Net INR12.4B of India Stocks on Monday: NSE

Domestic funds buy net 1.38b rupees of stocks

Foreign Investors Buy Net INR26.3B of Indian Equities on June 18

Foreigners Buy Net INR17.8B of Indian Equity Derivatives Monday

FinMin, Infy meet on glitches in new income-tax portal on Tuesday: PTI

Nissan India starts exports of SUV Magnite to Indonesia, South Africa, Nepal: PTI

Bharti Airtel (BHARTI): To partner Tata group on indigenous 5G technology

Brigade Enterprises (BRGD): Says QIP floor price set at INR276.5/share

Dish TV (DITY): Approvesup to INR10b rights share issue

Oil India (OINL): 4Q net income -8.4% y/y to 8.48b rupees, beats est. 6.32b; revenue 25.8b vs est. 27.4b

State Bank of India (SBI): Approves raisingup to 140b rupees in AT1 Capital

 
*SGX Nifty +31 pts (15780) from last trade 15749*

Nikkei +606 pts,
Hangseng +86 pts,
Now @6.58am.

Dow +586.89 pts ,Nsdq +111.10 pts, S&P +58.34 pts, , Bovespa +859 pts , Ftse +44 pts  , Dax +155 pts , Cac +33 pts , Crude @ $73.44 brl (-0.22), Brent @ $74.90 brl (+0.00) , Gold @ 1784.30 (+1.40), Silver @ $26.01 (-0.01), Euro @ $1.1915, JPY @ $110.36,  INR @ 74.135

*Today's Corporate Action*
*22nd Jun Ex Date*
AARTIIND
Bonus issue 1:1

BEPL
Dividend - Rs. - 1.0000

*Today's Key Results/Board Meetings*
*22-Jun-21*
ABHIJIT
Audited Results

ADIEXRE
Audited Results

ALSTONE
Audited Results

AMDIND
Audited Results

ANERI
Audited Results

ASHAPURMIN
Audited Results

ASTERDM
Audited Results

AVAILFC
Audited Results

AVANTI
Final Dividend;Audited Results

BALFC
Final Dividend;Audited Results

BEL
Final Dividend;Audited Results

BLKASHYAP
Audited Results

BLOOM
Quarterly Results;Audited Results

BOMOXY-B1
Quarterly Results;A.G.M.;Final Dividend;Audited Results

CENTRUM
Dividend;Final Dividend; Audited Results;General

COLORCHIPS
Audited Results

CONCRETE
Audited Results

DANUBE
Audited Results

DCMFINSERV
Quarterly Results;Audited Results

DONEAR
Final Dividend;Audited Results

ELLORATRAD
General;Quarterly Results;Audited Results

EUROTEXIND
Audited Results

GANDHITUBE
Dividend;Buy Back of Shares;Audited Results

GARMNTMNTR
Audited Results

GAYATRI
Audited Results

GEPIL
Dividend;Audited Results

GOLCA
General

HARISH
General

HVL
Quarterly Results;Audited Results;General

INDOTECH
Audited Results

INDRANIB
Audited Results;General

INDTONER
Quarterly Results; Dividend

INTELLADV
Quarterly Results

INTELLCAP
Audited Results

ITI
Audited Results

JHS
Audited Results

JINDWORLD
Final Dividend;Audited Results

JLL
Dividend;Audited Results

JOYREALTY
Quarterly Results

JPINFRATEC
Audited Results

KDLL
Audited Results

KDML
Audited Results;General

KILITCH
Audited Results

KIMIABL
Audited Results

KIRANSY-B
Audited Results

KJMCCORP
Quarterly Results;Audited Results;General

LEADFIN
Audited Results

MACPLASQ
Audited Results

MAXINDIA
Audited Results

MMWL
Audited Results;General

NMDC
Audited Results

OMAXAUTO
Audited Results;General

OMEGAIN
Audited Results

PENINLAND
Audited Results

PICTUREHS
Audited Results

PNBGILTS
Final Dividend;Audited Results

PRIMEU
Audited Results

PROFINC
Audited Results

PROZONINTU
Audited Results

PVP
Audited Results

RAUNAQEPC
Audited Results

RELIGARE
Audited Results

RESTILE
Quarterly Results; Audited Results

SASTASUNDR
Audited Results

SCHABLON
Audited Results

SCHAND
Audited Results

SCPL
Half Yearly Results; Audited Results

SHAMROIN
Audited Results

SHRMFGC
Audited Results

SOBHA
Quarterly Results;Final Dividend;Audited Results

SOUTHMG
Audited Results;General

SPACEAGE
Audited Results

SPECMKT
Audited Results

SRDL
Audited Results

STEPHANOTIS
Quarterly Results;Audited Results;General

SUPREMEX
Audited Results

TRIVENIGQ
Quarterly Results

VASWANI
Audited Results

VBIND
Audited Results

VGCL
Audited Results

VISVEN
Right Issue of Equity Shares;General

WEIZFIN
Quarterly Results;Audited Results

ZHINDHSG
Quarterly Results

ZPRBHSTE
Quarterly Results;Audited Results;General

*Stock under F&O ban on NSE*
*22-Jun-21*
1IDEA
2SUNTV
GM jsk stock in news bel,NMDC,mmforg,ubl,spapparel,iti,pfizer,ntpc,BEML,neclife,DishTV,tcns,brigade,Shobha,zotahealth. Nifty range 15575-15850.
World Markets

Dow + 587
Nasdaq + 111
Dax + 155
Nikkei + 630
Hangseng + 5
Sgxnifty + 38 (15787)
Brent Crude 75
Dow Fut + 12
Dollar Index 91.96
Stocks To Watch

Bharti Airtel and Tata Group have announced a strategic partnership for implementing 5G networks solutions for India. Tata Group has developed a O-RAN based Radio and NSA/SA Core and has integrated a totally indigenous telecom stack, leveraging the Group capabilities and that of its partners. This will be available for commercial development starting January 2022. Airtel will pilot
and deploy the indigenous solution as part of its 5G rollout plans in India and start the pilot in January 2022, as per the guidelines formulated by the government.

State Bank of India: Approved raising up to Rs 14,000 crore in Additional Tier 1 Capital. The Central Board of the bank approved raising the funds through issue of Basel III-compliant debt instrument in USD and/or Indian rupees during FY22. Fund raise subject to Government of India concurrence.

Dish TV India: Approved fund raising of up to Rs 1000 crore through rights issue of equity shares. The company plans to issue rights shares at Rs 10 each.​​

PNB Housing Finance: The Securities Appellate Tribunal has allowed PNB Housing Finance to move ahead with its scheduled EGM on June 22. The company can put to vote the resolution to raise capital via preferential allotment but can’t declare the results, SAT said. On May 31, PNB Housing Finance had announced a preferential issue of shares to a group of investors led by Pluto Investments - an entity connected to private equity firm Carlyle Group.

Indian Bank: Authorised opening of QIP from June 21. The floor price set at Rs 142.15 per share is at a discount of 2.30% to Monday 's closing price.

Brigade Enterprises: Authorised opening of QIP from June 21. The floor price set at Rs 276.50 per share is at a discount of 0.84% to Monday’s closing price. Committee of Directors to meet on June 25 to approve the issue price.

BL Kashyap and Sons: Secured new orders from domestic unrelated clients aggregating to Rs 369.17 crore. The company’s total order inflow during FY22 stands at Rs 504.17 crore.

Delta Corp: The casinos operated by the company and its subsidiaries in Goa and Sikkim will remain closed till June 28 as the states have extended the
lockdowns due to surge in Covid-19 cases.

KPIT Technologies: To acquire a controlling stake in PathPartner Technology. The company will acquire 60% stake for Rs 89 crore and the balance stake is proposed to be acquired over a period of 2 years against defined growth targets. The company will pay around Rs 191 crore for the 100% stake. The deal is expected to be completed in the second quarter of FY22.

Craftsman Automation: Dissolved Craftsman Automation Singapore Pte, a wholly owned subsidiary of the company.

PG Electroplast: Approved an incoming investment of Rs 76.6 crore from Baring Private Equity India AIF, Ananta Capital and others. The company will issue equity shares and Compulsorily Convertible Debentures to these investors.

Earnings: NMDC, Religare Enterprises, Ashapura Minechem, Aster DM Healthcare, Avanti Feeds, Bharat Electronics, GE Power India, ITI, Jindal Worldwide, Jaypee Infratech, Media Matrix Worldwide, PNB Gilts, Prozone Intu Properties, Sastasundar Ventures, Sobha
Pledge Share Details

JSW Steel: Promoters (Siddeshwari Tradex and Urmila Bhuwalka) created a pledge of 1.41 crore shares between March 30 and June 17.

JSW Energy: Promoters (Indusglobe Multiventures and JSW Investments) revoked pledge of 1.54 crore shares between June 17-18.

DB Corp: Promoter DB Consolidated revoked pledge of 25 lakh shares on June 21.
Insider Trades

Adani Ports and Special Economic Zone: Promoter Worldwide Emerging Market Holding bought 16.39 lakh shares on June 18.

Adani Green Energy: Promoter Infinite Trade and Investment bought 6 lakh shares on June 18.

Asian Granito India: Promoters (Dipakbhai Patel HUF, Ushaben Patel, Danjibhai Patel) sold 62,488 shares on June 18.

Dixon Technologies (India): Promoter Geeta Vaswani sold 1,773 shares between June 15-18.

Globus Spirits: Promoter Shekhar Swarup bought 17,900 shares on June 18.

JK Cement: Promoter Ramapati Singhania sold 3,873 shares between June 16-18

Panama Petrochem: Promoter Panama Builders Developers bought 34,411 shares between June 17-18.
Trading Tweaks

Ex-Date AGM: MPS, IIFL Securities, IIFL Finance

Ex-Date Dividend: Bhansali Engineering Polymers

Ex-Date Bonus Issue: Aarti Industries

Record Date Interim Dividend: Info Edge (India)

Record Date AGM: Angel Broking

Price Band Revised From 20% To 10%: BF Utilities, Patel Engineering, Somany Ceramics

Move Out Of Short-Term ASM Framework: RPSG Ventures, Cerebra Integrated Technologies, Network18 Media & Investments, Uniphos Enterprises, Gokaldas Exports

Move Into ASM Framework: Datamatics Global Services, Somany Ceramics
Who’s Meeting Whom

Tata Consumer Products: To meet Goldman Sachs India Securities on June 22.

Eicher Motors: To meet Amansa Capital Pte and Fidelity Management and Research Inc on June 22, and ICICI Prudential Life Insurance Co. on June 24.

Rossari Biotech: To meet First State Investments and Anand Rathi Securities on June 22, and Enam AMC on June 24.

The Phoenix Mills: To meet TT International on June 22 and Motilal Oswal AMC on June 24.

Blue Star: To meet IDFC Mutual Fund on June 22.

Multi Commodity Exchange of India: To meet Spark Capital Advisors on June 22,
PineBridge Investments on June 23, and Kayne Anderson Rudnick Investment Management on June 24.

Sudarshan Chemical Industries: To meet Enam AMC and Vallum Capital on June 22.

Anupam Rasayan India: To meet Motilal Oswal Financial Services on June 22 and Mirae Asset MF on June 23.
Money Market Update

The rupee ended at 74.1 against the U.S. Dollar on Monday as compared to Friday's closing of 73.87.
Stocks Ban In F&O:

Idea,
Sun TV