If Big Fundamentals guys can fail here
If Big PMS Funda manager can go wrong
Most of Mutual Fund manager can go wrong
Then aap aur mai kis khet ki muli hai 😀
In this financial World anybody can go wrong.
important is how fast u accept and act on it 🙏
Respect your System and trade with Risk Management and never skip your SL.
If Big PMS Funda manager can go wrong
Most of Mutual Fund manager can go wrong
Then aap aur mai kis khet ki muli hai 😀
In this financial World anybody can go wrong.
important is how fast u accept and act on it 🙏
Respect your System and trade with Risk Management and never skip your SL.
Follow this link to join my WhatsApp group: https://chat.whatsapp.com/K945OawgFpv2wxeAfOOrel
I don't change my trading approach because it is not working for a couple of days or weeks.
Instead I recognize quickly that it's time to move to the sidelines and wait until it's working again.
Avoid system hopping at all costs.
-Successful trader
Instead I recognize quickly that it's time to move to the sidelines and wait until it's working again.
Avoid system hopping at all costs.
-Successful trader
*IRB Infrastructure Developers Ltd.* | *CMP* Rs. 156 | *M Cap* Rs. 5473 Cr | *52 W H/L* 190/98
(Nirmal Bang Retail Research)
*Result ahead of expectation*
Revenue from Operations came at Rs. 1625.7 Cr (1.2% QoQ, 59% YoY) vs expectation of Rs. 1238.7 Cr, QoQ Rs. 1605.8 Cr, YoY Rs. 1022.3 Cr
EBIDTA came at Rs. 699.9 Cr (-7.9% QoQ, 46.5% YoY) vs expectation of Rs. 541.3 Cr, QoQ Rs. 760.1 Cr, YoY Rs. 477.6 Cr
EBITDA Margin came at 43.1% vs expectation of 43.7%, QoQ 47.3%, YoY 46.7%
Adj. PAT came at Rs. 99.4 Cr vs expectation of Rs. 22.5 Cr, QoQ Rs. 97.5 Cr, YoY Rs. -30.1 Cr
Quarter EPS is Rs. 2.8
Share is trading at P/E of 20.2x FY22E EPS
(Nirmal Bang Retail Research)
*Result ahead of expectation*
Revenue from Operations came at Rs. 1625.7 Cr (1.2% QoQ, 59% YoY) vs expectation of Rs. 1238.7 Cr, QoQ Rs. 1605.8 Cr, YoY Rs. 1022.3 Cr
EBIDTA came at Rs. 699.9 Cr (-7.9% QoQ, 46.5% YoY) vs expectation of Rs. 541.3 Cr, QoQ Rs. 760.1 Cr, YoY Rs. 477.6 Cr
EBITDA Margin came at 43.1% vs expectation of 43.7%, QoQ 47.3%, YoY 46.7%
Adj. PAT came at Rs. 99.4 Cr vs expectation of Rs. 22.5 Cr, QoQ Rs. 97.5 Cr, YoY Rs. -30.1 Cr
Quarter EPS is Rs. 2.8
Share is trading at P/E of 20.2x FY22E EPS
*J Kumar Infraprojects Ltd.* | *CMP* Rs. 204 | *M Cap* Rs. 1544 Cr | *52 W H/L* 231/88
(Nirmal Bang Retail Research)
*Result marginally ahead of expectation*
Revenue from Operations came at Rs. 675.1 Cr (-31.9% QoQ, 136.7% YoY) vs expectation of Rs. 613.7 Cr, QoQ Rs. 992 Cr, YoY Rs. 285.3 Cr
EBIDTA came at Rs. 96.8 Cr (-7.3% QoQ, 241.9% YoY) vs expectation of Rs. 83.9 Cr, QoQ Rs. 104.4 Cr, YoY Rs. 28.3 Cr
EBITDA Margin came at 14.3% vs expectation of 13.7%, QoQ 10.5%, YoY 9.9%
Adj. PAT came at Rs. 32.1 Cr vs expectation of Rs. 20.2 Cr, QoQ Rs. 32.7 Cr, YoY Rs. -20.8 Cr
Quarter EPS is Rs. 4.2
Share is trading at P/E of 7.9x FY22E EPS
(Nirmal Bang Retail Research)
*Result marginally ahead of expectation*
Revenue from Operations came at Rs. 675.1 Cr (-31.9% QoQ, 136.7% YoY) vs expectation of Rs. 613.7 Cr, QoQ Rs. 992 Cr, YoY Rs. 285.3 Cr
EBIDTA came at Rs. 96.8 Cr (-7.3% QoQ, 241.9% YoY) vs expectation of Rs. 83.9 Cr, QoQ Rs. 104.4 Cr, YoY Rs. 28.3 Cr
EBITDA Margin came at 14.3% vs expectation of 13.7%, QoQ 10.5%, YoY 9.9%
Adj. PAT came at Rs. 32.1 Cr vs expectation of Rs. 20.2 Cr, QoQ Rs. 32.7 Cr, YoY Rs. -20.8 Cr
Quarter EPS is Rs. 4.2
Share is trading at P/E of 7.9x FY22E EPS
*Cochin Shipyard Ltd.* | *CMP* Rs. 365 | *M Cap* Rs. 4803 Cr | *52 W H/L* 434/305
(Nirmal Bang Retail Research)
*Result ok*
Revenue from Operations came at Rs. 329.4 Cr (-69.5% QoQ, -0.9% YoY) vs QoQ Rs. 1080.3 Cr, YoY Rs. 332.5 Cr
EBIDTA came at Rs. 20.9 Cr (-91.9% QoQ, 27.2% YoY) vs QoQ Rs. 257.5 Cr, YoY Rs. 16.5 Cr
EBITDA Margin came at 6.4% vs QoQ 23.8%, YoY 5%
Adj. PAT came at Rs. 26.9 Cr vs QoQ Rs. 223.6 Cr, YoY Rs. 41.4 Cr
Quarter EPS is Rs. 2
Share is trading at P/E of 8.5x FY22E EPS
(Nirmal Bang Retail Research)
*Result ok*
Revenue from Operations came at Rs. 329.4 Cr (-69.5% QoQ, -0.9% YoY) vs QoQ Rs. 1080.3 Cr, YoY Rs. 332.5 Cr
EBIDTA came at Rs. 20.9 Cr (-91.9% QoQ, 27.2% YoY) vs QoQ Rs. 257.5 Cr, YoY Rs. 16.5 Cr
EBITDA Margin came at 6.4% vs QoQ 23.8%, YoY 5%
Adj. PAT came at Rs. 26.9 Cr vs QoQ Rs. 223.6 Cr, YoY Rs. 41.4 Cr
Quarter EPS is Rs. 2
Share is trading at P/E of 8.5x FY22E EPS
*Ion Exchange (India) Ltd.* | *CMP* Rs. 2328 | *M Cap* Rs. 3414 Cr | *52 W H/L* 2947/599
(Nirmal Bang Retail Research)
*Result ok*
Revenue from Operations came at Rs. 314.1 Cr (-29.4% QoQ, 18.4% YoY) vs QoQ Rs. 445.2 Cr, YoY Rs. 265.3 Cr
EBIDTA came at Rs. 35.8 Cr (-58.2% QoQ, 14.7% YoY) vs QoQ Rs. 85.6 Cr, YoY Rs. 31.2 Cr
EBITDA Margin came at 11.4% vs QoQ 19.2%, YoY 11.8%
Adj. PAT came at Rs. 23.9 Cr vs QoQ Rs. 70.2 Cr, YoY Rs. 17.7 Cr
Quarter EPS is Rs. 16.3
Share is trading at P/E of 22.7x TTM EPS
(Nirmal Bang Retail Research)
*Result ok*
Revenue from Operations came at Rs. 314.1 Cr (-29.4% QoQ, 18.4% YoY) vs QoQ Rs. 445.2 Cr, YoY Rs. 265.3 Cr
EBIDTA came at Rs. 35.8 Cr (-58.2% QoQ, 14.7% YoY) vs QoQ Rs. 85.6 Cr, YoY Rs. 31.2 Cr
EBITDA Margin came at 11.4% vs QoQ 19.2%, YoY 11.8%
Adj. PAT came at Rs. 23.9 Cr vs QoQ Rs. 70.2 Cr, YoY Rs. 17.7 Cr
Quarter EPS is Rs. 16.3
Share is trading at P/E of 22.7x TTM EPS
*Lupin Ltd.* | *CMP* Rs. 1119 | *M Cap* Rs. 50792 Cr | *52 W H/L* 1268/855
(Nirmal Bang Retail Research)
*Result is below expectations after adjusting Rs 373 cr licensing income. US sales has also declined qoq*
Revenue from Operations came at Rs. 3864 Cr (2.1% QoQ, 9.5% YoY) vs expectation of Rs. 4178.6 Cr, QoQ Rs. 3783.1 Cr, YoY Rs. 3527.9 Cr
EBIDTA came at Rs. 549.6 Cr (-22.3% QoQ, 12.6% YoY) vs expectation of Rs. 884.1 Cr, QoQ Rs. 707.6 Cr, YoY Rs. 488.1 Cr
EBITDA Margin came at 14.2% vs expectation of 21.2%, QoQ 18.7%, YoY 13.8%
Adj. PAT came at Rs. 281.4 Cr vs expectation of Rs. 474.4 Cr, QoQ Rs. 460.4 Cr, YoY Rs. 106.9 Cr
Quarter EPS is Rs. 6.2
Share is trading at P/E of 29.1x FY22E EPS
(Nirmal Bang Retail Research)
*Result is below expectations after adjusting Rs 373 cr licensing income. US sales has also declined qoq*
Revenue from Operations came at Rs. 3864 Cr (2.1% QoQ, 9.5% YoY) vs expectation of Rs. 4178.6 Cr, QoQ Rs. 3783.1 Cr, YoY Rs. 3527.9 Cr
EBIDTA came at Rs. 549.6 Cr (-22.3% QoQ, 12.6% YoY) vs expectation of Rs. 884.1 Cr, QoQ Rs. 707.6 Cr, YoY Rs. 488.1 Cr
EBITDA Margin came at 14.2% vs expectation of 21.2%, QoQ 18.7%, YoY 13.8%
Adj. PAT came at Rs. 281.4 Cr vs expectation of Rs. 474.4 Cr, QoQ Rs. 460.4 Cr, YoY Rs. 106.9 Cr
Quarter EPS is Rs. 6.2
Share is trading at P/E of 29.1x FY22E EPS
*Krishna Institute of Medical Sciences Ltd* | *CMP* Rs. 1174 | *M Cap* Rs. 9399 Cr | *52 W H/L* 1174.45/
(Nirmal Bang Retail Research)
*Result has improved*
Revenue from Operations came at Rs. 473.2 Cr (32% QoQ, 135.3% YoY) vs QoQ Rs. 358.5 Cr, YoY Rs. 201.1 Cr
EBIDTA came at Rs. 143.7 Cr (42.4% QoQ, 302.2% YoY) vs QoQ Rs. 100.9 Cr, YoY Rs. 35.7 Cr
EBITDA Margin came at 30.4% vs QoQ 28.1%, YoY 17.8%
Adj. PAT came at Rs. 89.1 Cr vs QoQ Rs. 57.8 Cr, YoY Rs. 11.1 Cr
Quarter EPS is Rs. 11.1
(Nirmal Bang Retail Research)
*Result has improved*
Revenue from Operations came at Rs. 473.2 Cr (32% QoQ, 135.3% YoY) vs QoQ Rs. 358.5 Cr, YoY Rs. 201.1 Cr
EBIDTA came at Rs. 143.7 Cr (42.4% QoQ, 302.2% YoY) vs QoQ Rs. 100.9 Cr, YoY Rs. 35.7 Cr
EBITDA Margin came at 30.4% vs QoQ 28.1%, YoY 17.8%
Adj. PAT came at Rs. 89.1 Cr vs QoQ Rs. 57.8 Cr, YoY Rs. 11.1 Cr
Quarter EPS is Rs. 11.1
*3I INFOTECH LTD.* | *CMP* Rs. 9 | *M Cap* Rs. 1382 Cr | *52 W H/L* 12/2
(Nirmal Bang Retail Research)
*Result declining*
Revenue from Operations came at Rs. 159.9 Cr (7.2% QoQ, 6.9% YoY) vs QoQ Rs. 149.2 Cr, YoY Rs. 149.5 Cr
EBIDTA came at Rs. 1.5 Cr (-102% QoQ, -77.4% YoY) vs QoQ Rs. -75.7 Cr, YoY Rs. 6.6 Cr (Q4 has some excepetion expenses)
EBITDA Margin came at 0.9% vs QoQ -50.8%, YoY 4.4%
Adj. PAT came at Rs. -7.9 Cr vs QoQ Rs. 44.5 Cr, YoY Rs. -15.4 Cr
Quarter EPS is Rs. 0
(Nirmal Bang Retail Research)
*Result declining*
Revenue from Operations came at Rs. 159.9 Cr (7.2% QoQ, 6.9% YoY) vs QoQ Rs. 149.2 Cr, YoY Rs. 149.5 Cr
EBIDTA came at Rs. 1.5 Cr (-102% QoQ, -77.4% YoY) vs QoQ Rs. -75.7 Cr, YoY Rs. 6.6 Cr (Q4 has some excepetion expenses)
EBITDA Margin came at 0.9% vs QoQ -50.8%, YoY 4.4%
Adj. PAT came at Rs. -7.9 Cr vs QoQ Rs. 44.5 Cr, YoY Rs. -15.4 Cr
Quarter EPS is Rs. 0
*Titagarh Wagons Ltd.* | *CMP* Rs. 83 | *M Cap* Rs. 996 Cr | *52 W H/L* 97/38
(Nirmal Bang Retail Research)
*Result has improved*
Revenue from Operations came at Rs. 507.3 Cr (18% QoQ, 132.3% YoY) vs QoQ Rs. 429.9 Cr, YoY Rs. 218.4 Cr
EBIDTA came at Rs. 44.5 Cr (119.5% QoQ, 1620.9% YoY) vs QoQ Rs. 20.3 Cr, YoY Rs. 2.6 Cr
EBITDA Margin came at 8.8% vs QoQ 4.7%, YoY 1.2%
Adj. PAT came at Rs. 17.4 Cr vs QoQ Rs. 0.8 Cr, YoY Rs. -20.3 Cr
Quarter EPS is Rs. 1.5
Share is trading at P/E of 43.6x TTM EPS
(Nirmal Bang Retail Research)
*Result has improved*
Revenue from Operations came at Rs. 507.3 Cr (18% QoQ, 132.3% YoY) vs QoQ Rs. 429.9 Cr, YoY Rs. 218.4 Cr
EBIDTA came at Rs. 44.5 Cr (119.5% QoQ, 1620.9% YoY) vs QoQ Rs. 20.3 Cr, YoY Rs. 2.6 Cr
EBITDA Margin came at 8.8% vs QoQ 4.7%, YoY 1.2%
Adj. PAT came at Rs. 17.4 Cr vs QoQ Rs. 0.8 Cr, YoY Rs. -20.3 Cr
Quarter EPS is Rs. 1.5
Share is trading at P/E of 43.6x TTM EPS
*Huhtamaki India Ltd.* | *CMP* Rs. 293 | *M Cap* Rs. 2213 Cr | *52 W H/L* 352/241
(Nirmal Bang Retail Research)
*Result is declining*
Revenue from Operations came at Rs. 662.6 Cr (4.8% QoQ, 4.2% YoY) vs QoQ Rs. 632.3 Cr, YoY Rs. 635.7 Cr
EBIDTA came at Rs. 22.7 Cr (-46.3% QoQ, -66.4% YoY) vs QoQ Rs. 42.3 Cr, YoY Rs. 67.5 Cr
EBITDA Margin came at 3.4% vs QoQ 6.7%, YoY 10.6%
Adj. PAT came at Rs. -3.5 Cr vs QoQ Rs. 16.2 Cr, YoY Rs. 26.7 Cr
Quarter EPS is Rs. -0.5
Share is trading at P/E of 13.4x FY22E EPS
(Nirmal Bang Retail Research)
*Result is declining*
Revenue from Operations came at Rs. 662.6 Cr (4.8% QoQ, 4.2% YoY) vs QoQ Rs. 632.3 Cr, YoY Rs. 635.7 Cr
EBIDTA came at Rs. 22.7 Cr (-46.3% QoQ, -66.4% YoY) vs QoQ Rs. 42.3 Cr, YoY Rs. 67.5 Cr
EBITDA Margin came at 3.4% vs QoQ 6.7%, YoY 10.6%
Adj. PAT came at Rs. -3.5 Cr vs QoQ Rs. 16.2 Cr, YoY Rs. 26.7 Cr
Quarter EPS is Rs. -0.5
Share is trading at P/E of 13.4x FY22E EPS
*Gujarat Alkalies And Chemicals Ltd.* | *CMP* Rs. 479 | *M Cap* Rs. 3518 Cr | *52 W H/L* 494/304
(Nirmal Bang Retail Research)
*Result improved*
Revenue from Operations came at Rs. 716.4 Cr (6.7% QoQ, 52.6% YoY) vs QoQ Rs. 671.4 Cr, YoY Rs. 469.6 Cr
EBIDTA came at Rs. 127 Cr (31.6% QoQ, 61.8% YoY) vs QoQ Rs. 96.5 Cr, YoY Rs. 78.5 Cr
EBITDA Margin came at 17.7% vs QoQ 14.4%, YoY 16.7%
Adj. PAT came at Rs. 63.1 Cr vs QoQ Rs. 34.7 Cr, YoY Rs. 31.8 Cr
Quarter EPS is Rs. 8.6
Share is trading at P/E of 17.9x TTM EPS
(Nirmal Bang Retail Research)
*Result improved*
Revenue from Operations came at Rs. 716.4 Cr (6.7% QoQ, 52.6% YoY) vs QoQ Rs. 671.4 Cr, YoY Rs. 469.6 Cr
EBIDTA came at Rs. 127 Cr (31.6% QoQ, 61.8% YoY) vs QoQ Rs. 96.5 Cr, YoY Rs. 78.5 Cr
EBITDA Margin came at 17.7% vs QoQ 14.4%, YoY 16.7%
Adj. PAT came at Rs. 63.1 Cr vs QoQ Rs. 34.7 Cr, YoY Rs. 31.8 Cr
Quarter EPS is Rs. 8.6
Share is trading at P/E of 17.9x TTM EPS
*Kiri Industries Ltd.* | *CMP* Rs. 519 | *M Cap* Rs. 1745 Cr | *52 W H/L* 679/395
(Nirmal Bang Retail Research)
*Result is declining*
Revenue from Operations came at Rs. 292.8 Cr (-19.3% QoQ, 169% YoY) vs QoQ Rs. 362.9 Cr, YoY Rs. 108.8 Cr
EBIDTA came at Rs. 20.1 Cr (-59.1% QoQ, -474.2% YoY) vs QoQ Rs. 49 Cr, YoY Rs. -5.4 Cr
EBITDA Margin came at 6.9% vs QoQ 13.5%, YoY -4.9%
Adj. PAT came at Rs. 90.6 Cr vs QoQ Rs. 116.2 Cr, YoY Rs. -57.7 Cr
Quarter EPS is Rs. 26.9
Share is trading at P/E of 4.4x TTM EPS
(Nirmal Bang Retail Research)
*Result is declining*
Revenue from Operations came at Rs. 292.8 Cr (-19.3% QoQ, 169% YoY) vs QoQ Rs. 362.9 Cr, YoY Rs. 108.8 Cr
EBIDTA came at Rs. 20.1 Cr (-59.1% QoQ, -474.2% YoY) vs QoQ Rs. 49 Cr, YoY Rs. -5.4 Cr
EBITDA Margin came at 6.9% vs QoQ 13.5%, YoY -4.9%
Adj. PAT came at Rs. 90.6 Cr vs QoQ Rs. 116.2 Cr, YoY Rs. -57.7 Cr
Quarter EPS is Rs. 26.9
Share is trading at P/E of 4.4x TTM EPS
Trading Tweaks
Ex-Date AGM: Delta Corp, HLV, City Union Bank, The Ramco Cements, Pfizer, Ramco Industries, Voltas
Ex-Date Interim Dividend: Castrol India, Varun Beverages
Ex-Date Final Dividend: City Union Bank
Ex-Date Dividend: Kotak Mahindra Bank, Pfizer, Voltas
Ex-Date Special Dividend: Pfizer
Ex-Date Income Distribution: IRB InvIT Fund
Record Date Final Dividend: Honeywell Automation India
Record Date Interim Dividend: IIFL Wealth Management
Price Band Revised From 10% To 5%: Dhampur Sugar Mills
Move Into Short-Term ASM Framework: Venus Remedies, Future Consumer
Move Out Of Short-Term ASM Framework: Mahindra Logistics
Move Into ASM Framework: Jindal Stainless (Hisar)
Ex-Date AGM: Delta Corp, HLV, City Union Bank, The Ramco Cements, Pfizer, Ramco Industries, Voltas
Ex-Date Interim Dividend: Castrol India, Varun Beverages
Ex-Date Final Dividend: City Union Bank
Ex-Date Dividend: Kotak Mahindra Bank, Pfizer, Voltas
Ex-Date Special Dividend: Pfizer
Ex-Date Income Distribution: IRB InvIT Fund
Record Date Final Dividend: Honeywell Automation India
Record Date Interim Dividend: IIFL Wealth Management
Price Band Revised From 10% To 5%: Dhampur Sugar Mills
Move Into Short-Term ASM Framework: Venus Remedies, Future Consumer
Move Out Of Short-Term ASM Framework: Mahindra Logistics
Move Into ASM Framework: Jindal Stainless (Hisar)
Money Market Update
The rupee ended at 74.43 against the U.S. Dollar on Tuesday as compared to Monday's closing of 74.26.
The rupee ended at 74.43 against the U.S. Dollar on Tuesday as compared to Monday's closing of 74.26.
📊 *Pre-Market Derivatives and Technical Set-up* 🌎📊✔️
◆
◆
Nifty index opened flat to positive and made a new high of 16359 levels in the initial half of the day. However the second half of the session witnessed a sharp decline to 16200 followed by a recovery of 80 points in the last hour. It formed a Doji sort of candle on daily scale as it closed flat near to its opening levels
◆ Now it has to hold above 16250 zones to witness an up move towards 16400 then 16500 zones while on the downside support is seen at 16150 then 16000 levels
◆ India VIX moved up by 0.83% from 12.60 to 12.70 levels. Overall lower volatility indicates that bulls are holding the command and declines are being bought
◆ On Option front, Maximum Put OI is at 15000 followed by 16000 strike while maximum Call OI is at 16500 followed by 16300 strike. Minor Call writing is seen at 16500 then 16300 strike while Put writing is seen at 16200 then 15600 strike. Option data suggests a broader trading range in between 16000 to 16500 zones while an immediate trading range in between 16150 to 16400 zones
◆ Bank Nifty opened flattish and surpassed its previous day’s high and hit 36300 levels. It came out of its range and outperformed the broader market but follow up was again missing at higher zones. It formed a Bullish candle on daily scale with longer upper shadow
◆ Now it has to hold above 36000 zones to witness an up move towards 36250 then 36500 levels while on the downside support are seen at 35800 then 35500 levels
◆ Bullish setup in Escorts, Cumminsind, Bhartiartl, Techm, Kotak Bank, Jublfood, Hcltech, HDFC, M&M, PVR, Wipro, Bata India and Axis Bank
◆ Bearish setup in Manappuram, Nationalum, SAIL, Ibulhsgfin, Jindalstel, ZEEL, ShreeCem, MFSL, NMDC, Bank Baroda, RBL Bank, Suntv, PNB, Bharatforg, L&TFH, Mothersumi, Voltas, Lichsgfin and Srtransfin
Stocks to Watch: Godrej Agrovet, IFCI, Power Grid, RIL, SBI, Zomato
Informist, Wednesday, Aug 11, 2021 - Morning brief for the stock market:
TOP EVENTS TODAY
* Apr-Jun earnings to be detailed by:
Aaswa Trading and Exports
Gujarat State Fertilizers and Chemicals
Pritish Nandy Communications
Acknit Industries
HEG
PTC India
Adarsh Plant Protect
Hemo Organic
Punjab Alkalies and Chemicals
Aksharchem India
High Street Filatex
Punjab Chemicals and Crop Protection
Alstone Textiles India
Hindustan Adhesives
Purshottam Investofin
Amalgamated Electricity Co
Hindustan Foods
PVP Ventures
Amani Trading and Exports
Hindustan Motors
Quantum Build-Tech
Ambalal Sarabhai Enterprises
IDFC
Quintegra Solutions
Ambika Cotton Mills
Inani Securities
Rajeswari Infrastructure
AMJ Land Holdings
Inceptum Enterprises
Rajnandini Metal
Andhra Pradesh Tanneries
India Cements Capital
Rajputana Investment and Finance
Antony Waste Handling Cell
India Cements
Raymed Labs
Apollo Finvest India
India Gelatine and Chemicals
Redex Protech
Aptech
Indian Infotech and Software
Regency Ceramics
Archidply Industries
Indian Toners and Developers
Remi Edelstahl Tubulars
Aries Agro
Indoco Remedies
Remi Securities
Ashiana Housing
Innovassynth Investments
Renaissance Global
Ashoka Refineries
Intec Capital
RHI Magnesita India
ASI Industries
International Data Management
RPSG Ventures
Asian Food Products
ISGEC Heavy Engineering
RR Metalmakers India
Asian Hotels (North)
Jackson Investments
Rudrabhishek Enterprises
Aster Dm Healthcare
JBM Auto
Rupa and Co
Atlas Jewellery India
K K Fincorp
Safari Industries (India)
Austin Engineering Co
Kamadgiri Fashion
Sagardeep Alloys
Bajaj Electricals
Kanoria Chemicals and Industries
Saurashtra Cement
Bannari Amman Sugars
Kavveri Telecom Products
Savani Financials
Bata India
KCP Sugar and Industries Corp
Schablona India
Bazel International
Khadim India
Shangar Decor
Bengal Steel Industries
Khoobsurat Ltd
Shankar Lal Rampal Dye-Chem
Beryl Drugs
Kirloskar Electric Co
Shiva Mills
BF Investment
Kirloskar Oil Engines
Shree Ganesh Biotech India
BF Utilities
Kitex Garments
Shreyas Shipping and Logistics
Bharat Parenterals
Kkalpana Plastick
Sicagen India
Bharat Rasayan
KLG Capital Services
Siel Financial Services
Bharat Road Network
KMG Milk Food
Silicon Valley Infotech
Bilcare
Kolte Patil Developers
SMC Global Securities
Birla Cable
Kovilpatti Lakshmi Roller Flour Mills
Sofcom Systems
Blue Coast Hotels
Kratos Energy and Infrastructure
Som Distilleries and Breweries
BN Rathi Securities
Kuber Udyog
Southern Latex
BNK Capital Markets
Kumbhat Financial Services
Southern Magnesium and Chemicals
Cadila Healthcare
Lakshmi Automatic Loom Works
Spaceage Products
CESC
Laser Diamonds
Span Divergent
Chemiesynth (Vapi)
Le Lavoir
Stanpacks India
Chitradurga Spintex
Leena Consultancy
Stanrose Mafatlal Investments and Finance
CHL
Lehar Footwears
Starlite Components
Comfort Commotrade
Lemon Tree Hotels
Steel City Securities
Comfort Intech
Liberty Shoes
Sterling Tools
Commercial SYN Bags
Likhitha Infrastructure
Stovec Industries
Consolidated Construction Consortium
Link Pharma Chem
Sun and Shine Worldwide
Coral Newsprints
Lumax Auto Technologies
Sunil Agro Foods
Cranes Software International
Madras Fertilizers
Superior Industrial Enterprises
CreditAccess Grameen
Maha Rashtra Apex Corp
Suprajit Engineering
CRP Risk Management
Manaksia Coated Metals and Industries
Suryo Foods and Industries
CSL Finance
Manaksia Ltd
SW Investments
Cummins India
Manaksia Steels
Swadeshi Polytex
Dalal Street Investments
Marksans Pharma
Swagtam Trading and Services
Datiware Maritime Infra
MAS Financial Services
Sylph Education Solutions
Decorous Investment and Trading Co
MFS Intercorp
Take Solutions
Delton Cables
Modipon
Talbros Automotive Components
Dhanlaxmi Cotex
Mukand Engineers
Tea Time
Informist, Wednesday, Aug 11, 2021 - Morning brief for the stock market:
TOP EVENTS TODAY
* Apr-Jun earnings to be detailed by:
Aaswa Trading and Exports
Gujarat State Fertilizers and Chemicals
Pritish Nandy Communications
Acknit Industries
HEG
PTC India
Adarsh Plant Protect
Hemo Organic
Punjab Alkalies and Chemicals
Aksharchem India
High Street Filatex
Punjab Chemicals and Crop Protection
Alstone Textiles India
Hindustan Adhesives
Purshottam Investofin
Amalgamated Electricity Co
Hindustan Foods
PVP Ventures
Amani Trading and Exports
Hindustan Motors
Quantum Build-Tech
Ambalal Sarabhai Enterprises
IDFC
Quintegra Solutions
Ambika Cotton Mills
Inani Securities
Rajeswari Infrastructure
AMJ Land Holdings
Inceptum Enterprises
Rajnandini Metal
Andhra Pradesh Tanneries
India Cements Capital
Rajputana Investment and Finance
Antony Waste Handling Cell
India Cements
Raymed Labs
Apollo Finvest India
India Gelatine and Chemicals
Redex Protech
Aptech
Indian Infotech and Software
Regency Ceramics
Archidply Industries
Indian Toners and Developers
Remi Edelstahl Tubulars
Aries Agro
Indoco Remedies
Remi Securities
Ashiana Housing
Innovassynth Investments
Renaissance Global
Ashoka Refineries
Intec Capital
RHI Magnesita India
ASI Industries
International Data Management
RPSG Ventures
Asian Food Products
ISGEC Heavy Engineering
RR Metalmakers India
Asian Hotels (North)
Jackson Investments
Rudrabhishek Enterprises
Aster Dm Healthcare
JBM Auto
Rupa and Co
Atlas Jewellery India
K K Fincorp
Safari Industries (India)
Austin Engineering Co
Kamadgiri Fashion
Sagardeep Alloys
Bajaj Electricals
Kanoria Chemicals and Industries
Saurashtra Cement
Bannari Amman Sugars
Kavveri Telecom Products
Savani Financials
Bata India
KCP Sugar and Industries Corp
Schablona India
Bazel International
Khadim India
Shangar Decor
Bengal Steel Industries
Khoobsurat Ltd
Shankar Lal Rampal Dye-Chem
Beryl Drugs
Kirloskar Electric Co
Shiva Mills
BF Investment
Kirloskar Oil Engines
Shree Ganesh Biotech India
BF Utilities
Kitex Garments
Shreyas Shipping and Logistics
Bharat Parenterals
Kkalpana Plastick
Sicagen India
Bharat Rasayan
KLG Capital Services
Siel Financial Services
Bharat Road Network
KMG Milk Food
Silicon Valley Infotech
Bilcare
Kolte Patil Developers
SMC Global Securities
Birla Cable
Kovilpatti Lakshmi Roller Flour Mills
Sofcom Systems
Blue Coast Hotels
Kratos Energy and Infrastructure
Som Distilleries and Breweries
BN Rathi Securities
Kuber Udyog
Southern Latex
BNK Capital Markets
Kumbhat Financial Services
Southern Magnesium and Chemicals
Cadila Healthcare
Lakshmi Automatic Loom Works
Spaceage Products
CESC
Laser Diamonds
Span Divergent
Chemiesynth (Vapi)
Le Lavoir
Stanpacks India
Chitradurga Spintex
Leena Consultancy
Stanrose Mafatlal Investments and Finance
CHL
Lehar Footwears
Starlite Components
Comfort Commotrade
Lemon Tree Hotels
Steel City Securities
Comfort Intech
Liberty Shoes
Sterling Tools
Commercial SYN Bags
Likhitha Infrastructure
Stovec Industries
Consolidated Construction Consortium
Link Pharma Chem
Sun and Shine Worldwide
Coral Newsprints
Lumax Auto Technologies
Sunil Agro Foods
Cranes Software International
Madras Fertilizers
Superior Industrial Enterprises
CreditAccess Grameen
Maha Rashtra Apex Corp
Suprajit Engineering
CRP Risk Management
Manaksia Coated Metals and Industries
Suryo Foods and Industries
CSL Finance
Manaksia Ltd
SW Investments
Cummins India
Manaksia Steels
Swadeshi Polytex
Dalal Street Investments
Marksans Pharma
Swagtam Trading and Services
Datiware Maritime Infra
MAS Financial Services
Sylph Education Solutions
Decorous Investment and Trading Co
MFS Intercorp
Take Solutions
Delton Cables
Modipon
Talbros Automotive Components
Dhanlaxmi Cotex
Mukand Engineers
Tea Time
Dhenu Buildcon Infra
Mukand Ltd
Technojet Consultants
Dhunseri Tea and Industries
Narendra Properties
Telecanor Global
Dhunseri Ventures
National Peroxide
Texmaco Infrastructure and Holdings
Diamines and Chemicals
National Plastic Industries
Texmaco Rail and Engineering
Diana Tea Co
Natura Hue Chem
Thangamayil Jewellery
DIC India
Navneet Education
The Andhra Sugars
Dr Habeebullah Life Sciences
NB Footwear
The New India Assurance Co
Dynamic Portfolio Management and Services
Neptune Exports
The Western India Plywoods
Eastern Treads
Nesco
Times Guaranty
Empire Industries
Nitco
Timex Group India
Endurance Technologies
North Eastern Carrying Corp
Tivoli Construction
Epic Energy
Novartis India
Touchwood Entertainment
Epsom Properties
Nutech Global
TPL Plastech
Equitas Holdings
Odyssey Technologies
Trigyn Technologies
Essar Shipping
Orient Abrasives
Ugro Capital
ETT
Orient Green Power Co
Ultramarine and Pigments
Everlon Synthetics
Orient Refractories
Union Quality Plastics
Evexia Lifecare
Oseaspre Consultants
United Leasing and Industries
Faze Three Autofab
Oswal Overseas
Urja Global
Flex Foods
Padmanabh Industries
VA Tech Wabag
Force Motors
Panasonic Carbon India Co
VB Desai Financial Services
Gallops Enterprise
Patel Integrated Logistics
Vibrant Global Capital
Garware Marine Industries
Pee Cee Cosma Sope
VIP Industries
Garware Technical Fibres
Pennar Industries
VKJ Infradevelopers
GE Power India
Permanent Magnets
W S Industries (I)
GEE
Photon Capital Advisors
Wellesley Corp
GFL
Piccadily Agro Industries
Welspun Investments and Commercials
GIC Housing Finance
Piccadily Sugar and Allied Industries
West Leisure Resorts
Goenka Diamond and Jewels
Picturehouse Media
Williamson Financial Services
Gokul Refoils and Solvent
Pidilite Industries
Wim Plast
Golden Carpets
Pilani Investment and Industries Corp
Winsome Textile Industries
Greaves Cotton
PNC Infratech
Yarn Syndicate
GTL
Prag Bosimi Synthetics
Gufic Biosciences
Praj Industries
* Board Meetings of:
+ GEE, to consider bonus share issue
+ ICDS, to consider voluntary delisting of shares
+ Patel Integrated Logistics, to consider rights share issue
+ TPL Plastech, to consider bonus share issue
* Annual General Meetings of: Bajaj Electricals, BN Rathi Securities, Cadila Healthcare, Epsom Properties, Greaves Cotton, ITC, Karur Vysya Bank, Lupin, Metropolis Healthcare, Nesco, Norben Tea and Exports, Pidilite Industries, Praj Industries, Redington (India), Safari Industries (India), Satin Creditcare Network, Stanpacks (India), Sundaram Brake Linings, Take Solutions, Usha Martin, Venky's (India)
INDICATORS (previous session)
* NSE provisional net buy/(sell) in bln rupees, Aug 10: FIIs (1.79), DIIs 6.89
* Institutional net buy/(sell) in bln rupees, Aug 9: FIIs 4.45
* FII NSE futures net buy/(sell) in bln rupee, Aug 10: index (2.88), stock 4.7
* Sensex: 54554.66, up 151.81 points; Nifty 50: 16280.10, up 21.85 points
* Crude: $68.29/bbl; Rupee: 74.4275/$1; Gold: $1,731.7/ounce; 10-year yield: 6.2327%
GLOBAL MARKETS
* US : The S&P 500 and the Dow Jones Industrial Average closed at record highs on Tuesday, led by gains in economically-sensitive stocks after the US Senate passed the $1 trln infrastructure package.
* Asia: Markets in Asia were mixed today. While some rose tracking the overnight gains on Wall Street after the US Senate passed the $1 trln infrastructure package, gains were limited as investors continued to assess the economic impact of the rising COVID-19 cases.
DOMESTIC OUTLOOK
* Global cues point to a positive start for domestic equities with Nifty 50 likely to open around 16300 points, but in the broader market, analysts expect profit-booking to continue in mid-cap and small-cap stocks today.
IPO WATCH
=========
* Aptus Value Housing Finance India's initial public offer was subscribed 0.24 times on the first day, with the company receiving bids for 13.08 mln shares against 55.13 mln shares on offer. (Informist)
Mukand Ltd
Technojet Consultants
Dhunseri Tea and Industries
Narendra Properties
Telecanor Global
Dhunseri Ventures
National Peroxide
Texmaco Infrastructure and Holdings
Diamines and Chemicals
National Plastic Industries
Texmaco Rail and Engineering
Diana Tea Co
Natura Hue Chem
Thangamayil Jewellery
DIC India
Navneet Education
The Andhra Sugars
Dr Habeebullah Life Sciences
NB Footwear
The New India Assurance Co
Dynamic Portfolio Management and Services
Neptune Exports
The Western India Plywoods
Eastern Treads
Nesco
Times Guaranty
Empire Industries
Nitco
Timex Group India
Endurance Technologies
North Eastern Carrying Corp
Tivoli Construction
Epic Energy
Novartis India
Touchwood Entertainment
Epsom Properties
Nutech Global
TPL Plastech
Equitas Holdings
Odyssey Technologies
Trigyn Technologies
Essar Shipping
Orient Abrasives
Ugro Capital
ETT
Orient Green Power Co
Ultramarine and Pigments
Everlon Synthetics
Orient Refractories
Union Quality Plastics
Evexia Lifecare
Oseaspre Consultants
United Leasing and Industries
Faze Three Autofab
Oswal Overseas
Urja Global
Flex Foods
Padmanabh Industries
VA Tech Wabag
Force Motors
Panasonic Carbon India Co
VB Desai Financial Services
Gallops Enterprise
Patel Integrated Logistics
Vibrant Global Capital
Garware Marine Industries
Pee Cee Cosma Sope
VIP Industries
Garware Technical Fibres
Pennar Industries
VKJ Infradevelopers
GE Power India
Permanent Magnets
W S Industries (I)
GEE
Photon Capital Advisors
Wellesley Corp
GFL
Piccadily Agro Industries
Welspun Investments and Commercials
GIC Housing Finance
Piccadily Sugar and Allied Industries
West Leisure Resorts
Goenka Diamond and Jewels
Picturehouse Media
Williamson Financial Services
Gokul Refoils and Solvent
Pidilite Industries
Wim Plast
Golden Carpets
Pilani Investment and Industries Corp
Winsome Textile Industries
Greaves Cotton
PNC Infratech
Yarn Syndicate
GTL
Prag Bosimi Synthetics
Gufic Biosciences
Praj Industries
* Board Meetings of:
+ GEE, to consider bonus share issue
+ ICDS, to consider voluntary delisting of shares
+ Patel Integrated Logistics, to consider rights share issue
+ TPL Plastech, to consider bonus share issue
* Annual General Meetings of: Bajaj Electricals, BN Rathi Securities, Cadila Healthcare, Epsom Properties, Greaves Cotton, ITC, Karur Vysya Bank, Lupin, Metropolis Healthcare, Nesco, Norben Tea and Exports, Pidilite Industries, Praj Industries, Redington (India), Safari Industries (India), Satin Creditcare Network, Stanpacks (India), Sundaram Brake Linings, Take Solutions, Usha Martin, Venky's (India)
INDICATORS (previous session)
* NSE provisional net buy/(sell) in bln rupees, Aug 10: FIIs (1.79), DIIs 6.89
* Institutional net buy/(sell) in bln rupees, Aug 9: FIIs 4.45
* FII NSE futures net buy/(sell) in bln rupee, Aug 10: index (2.88), stock 4.7
* Sensex: 54554.66, up 151.81 points; Nifty 50: 16280.10, up 21.85 points
* Crude: $68.29/bbl; Rupee: 74.4275/$1; Gold: $1,731.7/ounce; 10-year yield: 6.2327%
GLOBAL MARKETS
* US : The S&P 500 and the Dow Jones Industrial Average closed at record highs on Tuesday, led by gains in economically-sensitive stocks after the US Senate passed the $1 trln infrastructure package.
* Asia: Markets in Asia were mixed today. While some rose tracking the overnight gains on Wall Street after the US Senate passed the $1 trln infrastructure package, gains were limited as investors continued to assess the economic impact of the rising COVID-19 cases.
DOMESTIC OUTLOOK
* Global cues point to a positive start for domestic equities with Nifty 50 likely to open around 16300 points, but in the broader market, analysts expect profit-booking to continue in mid-cap and small-cap stocks today.
IPO WATCH
=========
* Aptus Value Housing Finance India's initial public offer was subscribed 0.24 times on the first day, with the company receiving bids for 13.08 mln shares against 55.13 mln shares on offer. (Informist)
* CarTrade Tech's initial public offering was subscribed 0.99 times on the second day. The company received bids for 12.89 mln shares against 12.97 mln shares on offer. (Informist)
* Chemplast Sanmar's initial public offering was subscribed 0.16 times on the first day, with the company receiving bids for 6.5 mln shares against 39.1 mln shares on offer, excluding the anchor investor portion. (Informist)
* Nuvoco Vistas Corp's initial public offering was subscribed 0.29 times on the second day. The company received bids for 18.25 mln shares against 62.5 mln shares on offer. (Informist)
* Laboratory equipment maker Tarsons Products has filed a draft red herring prospectus with the Securities and Exchange Board of India for an initial public offering to raise 1.5 bln rupees through a fresh issue of shares. (Informist)
EARNINGS FOR APR-JUN
====================
* Ashoka Buildcon
(PAT 1.01 bln rupees, up 46.72% YoY
Net revenue 10.11 bln rupees, up 76.7% YoY)
* Century Plyboards
(PAT 338.87 mln rupees vs 84.92 mln rupees loss
Net revenue 4.49 bln rupees, up 123.69% YoY)
* Cochin Shipyard
(PAT 322.84 mln rupees, down 24.30% YoY
Net revenue 3.29 bln rupees, down 0.92% YoY)
* Galaxy Surfactants
(Consol PAT 768.2 mln rupees, up 35.99% YoY
Consol net revenue 8.26 bln rupees, up 36.11% YoY)
* Godrej Agrovet
(Consol PAT 1.06 bln rupees, up 19.74% YoY
Consol net revenue 19.93 bln rupees, up 28.22% YoY)
* Gujarat Alkalies & Chemicals
(Consol PAT 631.2 mln rupees, up 98.43% YoY
Consol net revenue 7.16 bln rupees, up 52.56% YoY)
* IFCI
(Consol loss 7.02 bln rupees vs 3.02 bln rupees loss
Consol net revenue 3.92 bln rupees, down 35.53% YoY)
* Infibeam Avenues
(Consol PAT 140.7 mln rupees, up 18.14% YoY
Consol net revenue 2.16 bln rupees, up 120.30% YoY)
* IRB Infrastructure Developers
(Consol PAT 719.07 mln rupees vs 301.37 mln rupees loss
Consol net revenue 16.26 bln rupees, up 59.03% YoY)
* Linde India
(Consol PAT 724.95 mln rupees, up 266.04% YoY
Consol net revenue 5.19 bln rupees, up 109.23% YoY)
* Power Grid Corp of India
(Consol PAT 59.98 bln rupees, up 192.82% YoY
Consol net revenue 102.16 bln rupees, up 8.03% YoY)
* Prestige Estates Projects
(Consol PAT 573 mln rupees, up 3481.25% YoY
Consol net revenue 14.16 bln rupees, up 11.16% YoY)
* V-Mart Retail
(Loss 287.14 mln rupees vs 336.37 mln rupees loss
Net revenue 1.77 bln rupees, up 127.27% YoY)
* Zomato
(Consol loss 3.56 bln rupees vs 998 mln rupees loss
Consol net revenue 8.44 bln rupees, up 217.44% YoY)
SECTOR NEWS
===========
* BANKING: The Reserve Bank of India has directed banks to strengthen their systems to monitor the availability of cash in automated teller machines, and has asked them to ensure timely replenishment to avoid cash-outs. (Informist)
* HEALTHCARE: The government has approved Bharat Biotech International's Ankleshwar unit in Gujarat for production of the COVID-19 vaccine Covaxin, Health Minister Mansukh Mandaviya said in a tweet. (Informist)
The government has called the trend of rising coronavirus cases in some states a cause for concern, as these states have a COVID-19 reproduction number of more than 1. Reproduction number or Rt measures the number of people who catch the virus from one infected person on average, and indicates the pace of transmission. (Informist)
The Delta Plus variant of SARS-CoV-2 has not shown any potential to cause an exponential surge in COVID-19 infections with only 86 cases of the variant reported over the last four months in the country, the health has ministry said. (Informist)
* INSURANCE: The easing of strict lockdowns across several states and a low base of last year saw the individual annualised premium equivalent premiums of the life insurance industry grow 15% year-on-year in July. (Informist)