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Monthly Premium Membership is closed. Please don't call again and again to admins and argue for monthly Membership. It was open from 18th to 31st July. 13 days are enough to avail Membership.
Options available as of now is Quarterly and Yearly.
Charges for Quarterly - 4k and Yearly- 15k.
Thanks and Regards
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#VodafoneIdea says its board today accepted the request of #KumarMangalamBirla to step down as Non-Executive Director and Non-Executive Chairman of the Board
#HimanshuKapania has been appointed Non-Executive Chairman
https://www.cnbctv18.com/telecom/kumar-mangalam-birla-steps-down-as-non-executive-chairman-of-vodafone-idea-board-10250481.htm?utm_source=telegramapp&utm_medium=social&utm_campaign=telegram
#HimanshuKapania has been appointed Non-Executive Chairman
https://www.cnbctv18.com/telecom/kumar-mangalam-birla-steps-down-as-non-executive-chairman-of-vodafone-idea-board-10250481.htm?utm_source=telegramapp&utm_medium=social&utm_campaign=telegram
Cnbctv18
Kumar Mangalam Birla steps down as Non-Executive Chairman of Vodafone Idea Board
Kumar Mangalam Birla stepped down as Non-Executive Director and Non-Executive Chairman of Vodafone Idea Limited Board on August 4 and Himanshu Kapania will take over as the Non-Executive Chairman.
*Large Block deal in SBI Life tomorrow*
CA Emerald, an affiliate of Carlyle Group, to sell 1.9% stake
Price indicated Rs 1130-1136.85/sh
Deal size Rs 21.47b ($289.4m) at low end of range
Offering is a clean-up sale by Carlyle
CA Emerald, an affiliate of Carlyle Group, to sell 1.9% stake
Price indicated Rs 1130-1136.85/sh
Deal size Rs 21.47b ($289.4m) at low end of range
Offering is a clean-up sale by Carlyle
Bulk Deal as on 04-08-21
Asian Hotels West Ltd
+ 1.88 Lk @ 255.28 Asian Hotels East Ltd
- 99 K @ 255 Pragati Stockcom PVT Ltd
Astec Lifescience
- 1 Lk @ 1375 Nirmala Vinod kumar Daga
Bharat Gear
+ 60 K @ 129.73 Mukundlal Baheti
Bnk Capital
- 75 K @ 201.39 Mahesh Media Services Pvt Ltd
+ 69 K @ 199.8 Rajasthan Global Securities Pvt Ltd
Coforge Ltd
- 33.50 Lk @ 4738.67 Hulst BV
+ 3.50 Lk @ 4710 Nomura India Investment Fund
Fineotex Chemical
+ 11.78 Lk @ 107.17 Sixteenth Street Asian Gems Fund
- 6.31 Lk @ 108.04 Maruti Nandan Colonizers Pvt Ltd
IBULHSGFIN
- 31.74 Lk @ 280.44 Bnp Paribas Arbitage
Lyka Labs
- 3.11 Lk @ 86.45 Cobra India Mauritius Ltd
Nureca Ltd
- 70 K @ 1988.48 Trishakti Power Holding Pvt Ltd
Rama Steel Tubes
+ 90 K @ 205 Madhukar Sheth
Vishal Fabrics
+ 4.38 Lk @ 127.35 CMM Finvest Pvt Ltd
Asian Hotels West Ltd
+ 1.88 Lk @ 255.28 Asian Hotels East Ltd
- 99 K @ 255 Pragati Stockcom PVT Ltd
Astec Lifescience
- 1 Lk @ 1375 Nirmala Vinod kumar Daga
Bharat Gear
+ 60 K @ 129.73 Mukundlal Baheti
Bnk Capital
- 75 K @ 201.39 Mahesh Media Services Pvt Ltd
+ 69 K @ 199.8 Rajasthan Global Securities Pvt Ltd
Coforge Ltd
- 33.50 Lk @ 4738.67 Hulst BV
+ 3.50 Lk @ 4710 Nomura India Investment Fund
Fineotex Chemical
+ 11.78 Lk @ 107.17 Sixteenth Street Asian Gems Fund
- 6.31 Lk @ 108.04 Maruti Nandan Colonizers Pvt Ltd
IBULHSGFIN
- 31.74 Lk @ 280.44 Bnp Paribas Arbitage
Lyka Labs
- 3.11 Lk @ 86.45 Cobra India Mauritius Ltd
Nureca Ltd
- 70 K @ 1988.48 Trishakti Power Holding Pvt Ltd
Rama Steel Tubes
+ 90 K @ 205 Madhukar Sheth
Vishal Fabrics
+ 4.38 Lk @ 127.35 CMM Finvest Pvt Ltd
*SBI LIFE INSURANCE- BLOCK DEAL - CARLYLE EXIT*
_Bloomberg_
SBI Life holder CA Emerald, an affiliate of Carlyle Group, is selling *19m shares* at *INR1,130-INR1,136.85* each, according to terms seen by Bloomberg.
CMP: INR 1136.85
Offer is equal to INR21.47b ($289.4m) at the low end of the range: terms
Offering is a clean-up sale by the seller
_Bloomberg_
SBI Life holder CA Emerald, an affiliate of Carlyle Group, is selling *19m shares* at *INR1,130-INR1,136.85* each, according to terms seen by Bloomberg.
CMP: INR 1136.85
Offer is equal to INR21.47b ($289.4m) at the low end of the range: terms
Offering is a clean-up sale by the seller
*COSMO FILMS LTD.* | *CMP* Rs. 1348 | *M Cap* Rs. 2621 Cr | *52 W H/L* 1348/324
(Nirmal Bang Retail Research)
*Result improved*
Revenue from Operations came at Rs. 687.6 Cr (2.4% QoQ, 42.9% YoY) vs QoQ Rs. 671.8 Cr, YoY Rs. 481.3 Cr
EBIDTA came at Rs. 131.5 Cr (16.7% QoQ, 51% YoY) vs QoQ Rs. 112.7 Cr, YoY Rs. 87.1 Cr
EBITDA Margin came at 19.1% vs QoQ 16.8%, YoY 18.1%
Adj. PAT came at Rs. 86.7 Cr vs QoQ Rs. 74.5 Cr, YoY Rs. 47 Cr
Quarter EPS is Rs. 44.6
Share is trading at P/E of 9.5x TTM EPS
(Nirmal Bang Retail Research)
*Result improved*
Revenue from Operations came at Rs. 687.6 Cr (2.4% QoQ, 42.9% YoY) vs QoQ Rs. 671.8 Cr, YoY Rs. 481.3 Cr
EBIDTA came at Rs. 131.5 Cr (16.7% QoQ, 51% YoY) vs QoQ Rs. 112.7 Cr, YoY Rs. 87.1 Cr
EBITDA Margin came at 19.1% vs QoQ 16.8%, YoY 18.1%
Adj. PAT came at Rs. 86.7 Cr vs QoQ Rs. 74.5 Cr, YoY Rs. 47 Cr
Quarter EPS is Rs. 44.6
Share is trading at P/E of 9.5x TTM EPS
*Adani Total Gas Ltd.* | *CMP* Rs. 902 | *M Cap* Rs. 99203 Cr | *52 W H/L* 1680/149.8
(Nirmal Bang Retail Research)
*Result ok*
Revenue from Operations came at Rs. 522.3 Cr (-10.6% QoQ, 164.9% YoY) vs QoQ Rs. 584.5 Cr, YoY Rs. 197.2 Cr
EBIDTA came at Rs. 207.1 Cr (1.2% QoQ, 167.7% YoY) vs QoQ Rs. 204.7 Cr, YoY Rs. 77.4 Cr
EBITDA Margin came at 39.7% vs QoQ 35%, YoY 39.2%
Adj. PAT came at Rs. 142.6 Cr vs QoQ Rs. 148.2 Cr, YoY Rs. 38.9 Cr
Quarter EPS is Rs. 1.3
Share is trading at P/E of 151.6x FY22E EPS
(Nirmal Bang Retail Research)
*Result ok*
Revenue from Operations came at Rs. 522.3 Cr (-10.6% QoQ, 164.9% YoY) vs QoQ Rs. 584.5 Cr, YoY Rs. 197.2 Cr
EBIDTA came at Rs. 207.1 Cr (1.2% QoQ, 167.7% YoY) vs QoQ Rs. 204.7 Cr, YoY Rs. 77.4 Cr
EBITDA Margin came at 39.7% vs QoQ 35%, YoY 39.2%
Adj. PAT came at Rs. 142.6 Cr vs QoQ Rs. 148.2 Cr, YoY Rs. 38.9 Cr
Quarter EPS is Rs. 1.3
Share is trading at P/E of 151.6x FY22E EPS
🔥1
*Glenmark Life Sciences Limited*
Listing Date : *Friday, Aug 06 2021*
ISIN : *INE03Q201024*
BSE : *543322 (B Group)*
NSE : *GLS (EQ Series)*
Face Value : *₹2*
IPO Price : *₹720*
*Rolex Rings*
Listing Date : *Monday, Aug 09 2021*
ISIN : *INE645S01016*
BSE : *543323 (B Group)*
NSE : *ROLEX (EQ Series)*
Face Value : *₹10*
IPO Price : *₹900*
Listing Date : *Friday, Aug 06 2021*
ISIN : *INE03Q201024*
BSE : *543322 (B Group)*
NSE : *GLS (EQ Series)*
Face Value : *₹2*
IPO Price : *₹720*
*Rolex Rings*
Listing Date : *Monday, Aug 09 2021*
ISIN : *INE645S01016*
BSE : *543323 (B Group)*
NSE : *ROLEX (EQ Series)*
Face Value : *₹10*
IPO Price : *₹900*
Investing.com -- A report in The Economic Times said that the government is preparing a relief package for the telecom sector but will not respond to Kumar Mangalam Birla’s letter to the government asking them to take a stake in the beleaguered Vodafone Idea Ltd (NS: VODA ).
The report quoted an anonymous government official who said, “It appears that the proposal is for a government entity to become a minority shareholder while Vodafone (LON:VOD ) continues to be the majority partner and run the company.
The report quoted an anonymous government official who said, “It appears that the proposal is for a government entity to become a minority shareholder while Vodafone (LON:VOD ) continues to be the majority partner and run the company.
TAST BITE Q1FY22: Good result
(QoQ) Performance:
Revenue : 11% Down
PBT : 49% down
(YoY) Performance:
Revenue : 97% up
PBT : 360% up
EPS:
JUN-20 vs JUN-21
5.52 vs 27.94
EBITDA MARGIN:
JUN-20 vs JUN-21
4.29% vs 14.4%
(QoQ) Performance:
Revenue : 11% Down
PBT : 49% down
(YoY) Performance:
Revenue : 97% up
PBT : 360% up
EPS:
JUN-20 vs JUN-21
5.52 vs 27.94
EBITDA MARGIN:
JUN-20 vs JUN-21
4.29% vs 14.4%
*Tata Steel BSL Reports strong but inline results for Q1FY22 – EBITDA/t at a record Rs27,734/t*
*Consolidated Revenue* for the quarter stood at Rs78.5bn (yoy/qoq: +1.9x/+7%) was in line with our est of Rs 78.7bn
*Blended ASP* for was Rs 65,403/t (yoy/qoq: +81%/+15%) was in line with our est of blended ASP of Rs 66,780/t.
*ASP* was higher than the corresponding increase in HR prices in the quarter due to higher export mix.
*Sales vol* for the quarter was 1.11mt (yoy/qoq: +61%/-6%) in line as inventory build up has been seen across industry.
*EBITDA* stood at Rs 31bn (yoy/qoq: +20x/+21%) was in line with our est of Rs 30bn
*EBITDA/t* at Rs27,734/t (yoy/qoq: +12x/+29%) was in line with our est of Rs 26,702/t.
*EBITDA* was driven by higher top line as other operating expenses were in line with our est of Rs 13.4bn. Employee expenses however was higher at Rs 2bn vs our estimates of 1.75bn. generally Q1 employee costs are substantially lower than Q4 of the previous year due to annual bonus provisioning in Q4.
Interest cost was down 44% sequentially at Rs 2.4bn which drove the PAT beat.
*PAT* stood at Rs 24.*bn (yoy/qoq: vs loss of Rs 6.5bn/+30%) compared to our est of Rs 23.4bn (beat of 6%) driven by lower than anticipated interest cost.
*Our view:* Tata Steel BSL results are precursor to the strong results of Tata Steel. All time high EBITDA of Rs 27,734/t along with rollover of the June steel prices to July and likelihood of a strong second half for FY22 will augur well for Tata Steel.
Maintain Outperformer on Tata Steel and a bullish view on the steel sector.
Regards,
Vishal Chandak
DAM Capital
*Consolidated Revenue* for the quarter stood at Rs78.5bn (yoy/qoq: +1.9x/+7%) was in line with our est of Rs 78.7bn
*Blended ASP* for was Rs 65,403/t (yoy/qoq: +81%/+15%) was in line with our est of blended ASP of Rs 66,780/t.
*ASP* was higher than the corresponding increase in HR prices in the quarter due to higher export mix.
*Sales vol* for the quarter was 1.11mt (yoy/qoq: +61%/-6%) in line as inventory build up has been seen across industry.
*EBITDA* stood at Rs 31bn (yoy/qoq: +20x/+21%) was in line with our est of Rs 30bn
*EBITDA/t* at Rs27,734/t (yoy/qoq: +12x/+29%) was in line with our est of Rs 26,702/t.
*EBITDA* was driven by higher top line as other operating expenses were in line with our est of Rs 13.4bn. Employee expenses however was higher at Rs 2bn vs our estimates of 1.75bn. generally Q1 employee costs are substantially lower than Q4 of the previous year due to annual bonus provisioning in Q4.
Interest cost was down 44% sequentially at Rs 2.4bn which drove the PAT beat.
*PAT* stood at Rs 24.*bn (yoy/qoq: vs loss of Rs 6.5bn/+30%) compared to our est of Rs 23.4bn (beat of 6%) driven by lower than anticipated interest cost.
*Our view:* Tata Steel BSL results are precursor to the strong results of Tata Steel. All time high EBITDA of Rs 27,734/t along with rollover of the June steel prices to July and likelihood of a strong second half for FY22 will augur well for Tata Steel.
Maintain Outperformer on Tata Steel and a bullish view on the steel sector.
Regards,
Vishal Chandak
DAM Capital