*FM to launch 4-year national asset monetisation plan on Monday*
Govt has planned a Rs 6-trn pipeline of assets that can be monetised, which will include those put on block for private sector participation
The NMP (National Monetisation Pipeline) will serve as a roadmap for asset monetisation of various brownfield infrastructure assets across sectors including roads, railways, aviation, power, oil and gas, and warehousing.
https://www.business-standard.com/article/economy-policy/fm-to-launch-4-year-national-asset-monetisation-plan-on-monday-121082200334_1.html
*IBA seeks licence to set up Rs 6,000-cr bad bank, RBI nod soon: Report*
RBI's approval could come either in September or October, sources added
https://www.business-standard.com/article/finance/iba-seeks-licence-to-set-up-rs-6-000-cr-bad-bank-rbi-nod-soon-report-121082200451_1.html
*Interest rate hike worries weigh on banking and PSU debt funds*
Since the start of the current financial year till July, banking and PSU debt funds have seen outflows of Rs 1,247.44 crore
The returns generated by the banking and PSU debt funds have come down in the last few months.
https://www.business-standard.com/article/markets/interest-rate-hike-worries-weigh-on-banking-and-psu-debt-funds-121082200721_1.html
*IT services major Capgemini is driving more value from India unit*
For Ashwin Yardi, CEO India, Capgemini, the focus is to make sure that the India unit is aligned with global plans of repositioning company as a hub of engineering R&D, operational technology, and IT
https://www.business-standard.com/article/companies/it-services-major-capgemini-is-driving-more-value-from-india-unit-121082300007_1.html
*Delay in equity raising may affect PNB HFC's growth: Rating agencies*
India Ratings said capital infusion was critical in providing adequate buffers for growth and mitigate any possible asset-side stress
https://www.business-standard.com/article/economy-policy/delay-in-equity-raising-may-affect-pnb-hfc-s-growth-rating-agencies-121082200863_1.html
*Campuses see jump in dream, super-dream job offers in post-pandemic hiring*
Overall annual average salary packages have nearly doubled at some of the campuses
https://www.business-standard.com/article/economy-policy/campuses-see-jump-in-dream-super-dream-job-offers-in-post-pandemic-hiring-121082200576_1.html
*Long-only alternative investment funds outperform long-short peers in July*
Of the 32 long-only funds, all except one managed to beat the Nifty50 returns of 0.3 per cent during the month
Nine of the 13 long-short funds beat the benchmark.
https://www.business-standard.com/article/markets/long-only-alternative-investment-funds-outperform-long-short-peers-in-july-121082200706_1.html
*for detail see the word file*
Govt has planned a Rs 6-trn pipeline of assets that can be monetised, which will include those put on block for private sector participation
The NMP (National Monetisation Pipeline) will serve as a roadmap for asset monetisation of various brownfield infrastructure assets across sectors including roads, railways, aviation, power, oil and gas, and warehousing.
https://www.business-standard.com/article/economy-policy/fm-to-launch-4-year-national-asset-monetisation-plan-on-monday-121082200334_1.html
*IBA seeks licence to set up Rs 6,000-cr bad bank, RBI nod soon: Report*
RBI's approval could come either in September or October, sources added
https://www.business-standard.com/article/finance/iba-seeks-licence-to-set-up-rs-6-000-cr-bad-bank-rbi-nod-soon-report-121082200451_1.html
*Interest rate hike worries weigh on banking and PSU debt funds*
Since the start of the current financial year till July, banking and PSU debt funds have seen outflows of Rs 1,247.44 crore
The returns generated by the banking and PSU debt funds have come down in the last few months.
https://www.business-standard.com/article/markets/interest-rate-hike-worries-weigh-on-banking-and-psu-debt-funds-121082200721_1.html
*IT services major Capgemini is driving more value from India unit*
For Ashwin Yardi, CEO India, Capgemini, the focus is to make sure that the India unit is aligned with global plans of repositioning company as a hub of engineering R&D, operational technology, and IT
https://www.business-standard.com/article/companies/it-services-major-capgemini-is-driving-more-value-from-india-unit-121082300007_1.html
*Delay in equity raising may affect PNB HFC's growth: Rating agencies*
India Ratings said capital infusion was critical in providing adequate buffers for growth and mitigate any possible asset-side stress
https://www.business-standard.com/article/economy-policy/delay-in-equity-raising-may-affect-pnb-hfc-s-growth-rating-agencies-121082200863_1.html
*Campuses see jump in dream, super-dream job offers in post-pandemic hiring*
Overall annual average salary packages have nearly doubled at some of the campuses
https://www.business-standard.com/article/economy-policy/campuses-see-jump-in-dream-super-dream-job-offers-in-post-pandemic-hiring-121082200576_1.html
*Long-only alternative investment funds outperform long-short peers in July*
Of the 32 long-only funds, all except one managed to beat the Nifty50 returns of 0.3 per cent during the month
Nine of the 13 long-short funds beat the benchmark.
https://www.business-standard.com/article/markets/long-only-alternative-investment-funds-outperform-long-short-peers-in-july-121082200706_1.html
*for detail see the word file*
Business-Standard
FM to launch 4-year national asset monetisation plan on Monday
Govt has planned a Rs 6-trn pipeline of assets that can be monetised, which will include those put on block for private sector participation
*MNCL | Sundaram Finance Ltd. - Initiating Coverage*
*And the truck rolls on…*
CMP: INR 2,439
Target Price: INR 2,830
Upside: 16%
MCap: INR 27,190 crs
*Best in class asset quality:* SUF’s asset quality has remained stable across cycles; better than peers. Strong underwriting practices, six decades of experience in CV financing, and a strong management team to aid sustenance of best-in-class asset quality.
*Tailwinds in the CV industry to boost AUM growth:* Several high frequency indicators along with the infra push by the government suggest that the CV industry is ready for an upcycle in the next couple of years, which would drive SUF’s AUM growth at 10% over FY21-24E.
*Efficient capital management:* SUF’s calibrated approach towards AUM growth, healthy earnings growth and a well- diversified borrowing mix enabled it to manage its capital without dilution while simultaneously investing in subsidiaries.
*We thus initiate coverage on Sundaram Finance with a BUY rating and a target price of INR 2,830 on SOTP basis. Our blue-sky scenario suggests a potential target price of Rs.3,300.*
*Report:* https://bit.ly/3B3s6R0
*Disclaimer:* http://bit.ly/3c3s2XV
Regards,
Pooja Ahuja| Aalok Shah
Monarch Networth
*And the truck rolls on…*
CMP: INR 2,439
Target Price: INR 2,830
Upside: 16%
MCap: INR 27,190 crs
*Best in class asset quality:* SUF’s asset quality has remained stable across cycles; better than peers. Strong underwriting practices, six decades of experience in CV financing, and a strong management team to aid sustenance of best-in-class asset quality.
*Tailwinds in the CV industry to boost AUM growth:* Several high frequency indicators along with the infra push by the government suggest that the CV industry is ready for an upcycle in the next couple of years, which would drive SUF’s AUM growth at 10% over FY21-24E.
*Efficient capital management:* SUF’s calibrated approach towards AUM growth, healthy earnings growth and a well- diversified borrowing mix enabled it to manage its capital without dilution while simultaneously investing in subsidiaries.
*We thus initiate coverage on Sundaram Finance with a BUY rating and a target price of INR 2,830 on SOTP basis. Our blue-sky scenario suggests a potential target price of Rs.3,300.*
*Report:* https://bit.ly/3B3s6R0
*Disclaimer:* http://bit.ly/3c3s2XV
Regards,
Pooja Ahuja| Aalok Shah
Monarch Networth
*GS: Asia-Pacific Portfolio Strategy; Asia Strategy Views: Back to school: tough term, better grades*
*Summer has not been kind to regional markets:* the MXAPJ index is down 10% for 3Q-to-date, the second worst July/August performance in 20 years, after 2015’s 16% drop. China regulation tightening along with Delta variant-driven growth downgrades and concerns over Fed tapering have produced a toxic cocktail for investors.
*Looking forward, we see grounds for a rebound into year-end.* The broad macro backdrop remains supportive for equities, corporate profits are strong, valuations have compressed meaningfully, and positioning and seasonal patterns are favorable. Newsflow – and therefore price action – is likely to remain volatile in China but a lot of concern has been priced. Many other parts of the region – including Japan, the north Asian markets of Korea and Taiwan, India and even the chronically underperforming ASEAN bloc – have positive investment cases.
*We refresh our views across the region to help guide investors as the back-to-school season starts:*
Macro: Delta variant pressuring growth; tightening concerns well priced.
Earnings: Strong, but upgrade momentum fading
Flows: Outflows, light positioning, encouraging back-to-school pattern
Valuation: Back to fair value
China: Regulations headwinds continue; prefer A over H
Korea/Taiwan: The investment case remains positive
Japan: The case for a year-end rally
India: Stay the course
ASEAN: Warming up
Implementation: Japan vs. Australia; earnings revisions
*Summer has not been kind to regional markets:* the MXAPJ index is down 10% for 3Q-to-date, the second worst July/August performance in 20 years, after 2015’s 16% drop. China regulation tightening along with Delta variant-driven growth downgrades and concerns over Fed tapering have produced a toxic cocktail for investors.
*Looking forward, we see grounds for a rebound into year-end.* The broad macro backdrop remains supportive for equities, corporate profits are strong, valuations have compressed meaningfully, and positioning and seasonal patterns are favorable. Newsflow – and therefore price action – is likely to remain volatile in China but a lot of concern has been priced. Many other parts of the region – including Japan, the north Asian markets of Korea and Taiwan, India and even the chronically underperforming ASEAN bloc – have positive investment cases.
*We refresh our views across the region to help guide investors as the back-to-school season starts:*
Macro: Delta variant pressuring growth; tightening concerns well priced.
Earnings: Strong, but upgrade momentum fading
Flows: Outflows, light positioning, encouraging back-to-school pattern
Valuation: Back to fair value
China: Regulations headwinds continue; prefer A over H
Korea/Taiwan: The investment case remains positive
Japan: The case for a year-end rally
India: Stay the course
ASEAN: Warming up
Implementation: Japan vs. Australia; earnings revisions
$17.2 billion infused in Indian startup ecosystem during Jan-July: Report
https://www.livemint.com/companies/start-ups/usd-17-2-billion-infused-in-indian-startup-ecosystem-by-venture-capital-firms-during-jan-july-report-11629623775108.html
https://www.livemint.com/companies/start-ups/usd-17-2-billion-infused-in-indian-startup-ecosystem-by-venture-capital-firms-during-jan-july-report-11629623775108.html
mint
$17.2 billion infused in Indian startup ecosystem by venture capital firms during Jan-July: Report
This is much higher than the $11.1 billion and USD 13 billion investments made by VCs in 2020 and 2019, respectively
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To avail the paid services of our group , everyone needs to do the following set of activities :
1) Everyone needs to fill in the Google Forms with the correct and accueate details.The form needs to be read carefully and then give upon your consent.
2)Pay us the fees of Rs.1500 each month either through Google Pay or Bank Transfers(details of payment are attached in the Google Form)
3) Upon completion of payment , take a screenshot of the acknowledgement and send it to us.It can be sent to the admin on the following numbers on the WhatsApp or Telegram :
Jimit Parekh Sir : +91 9821722433
Darpan Solanki Sir : +91 9924832776
Divesh Jain Sir: +91 9870736813
Along with the screenshot pls give us your NAME & Mobile Number to confirm with our Google Form Records.
PLS NOTE : STRICTLY ONLY MESSAGES , NO CALLS ON THE GIVEN NUMBERS.
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Good Morning to all the dear members and my colleagues
In Markets every day we are witnessing consolidation in Nifty and in stocks too after huge breakout of 16000 levels on Nifty.
Taking position is becoming risky for Intraday and F&O. There are concerns towards which side the market will show its move.
It's time now to Join Market Wizard Premium Group and also Renew your Membership to avail super gains.
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Please don't call admins... just send your message or queries.
In Markets every day we are witnessing consolidation in Nifty and in stocks too after huge breakout of 16000 levels on Nifty.
Taking position is becoming risky for Intraday and F&O. There are concerns towards which side the market will show its move.
It's time now to Join Market Wizard Premium Group and also Renew your Membership to avail super gains.
All the members and colleagues who want to continue to be a part of our Premium Family or want to become a part of our Premium Family can do so , by renewing their membership.We have started accepting payment for the month of September and it will be solely on FIRST COME FIRST SERVE BASIS.
All those who make payment between 15th August to 23rd August, will be added on Evening of 23rd August, so that they can get benefit of 1 week extra calls.
Existing members you'll can renew your membership ASAP.
Monthly - 1.5k
Quarterly - 4k
Yearly - 15k
New members and existing members who make payment and send screenshots after the month end, shall have to compulsorily opt for quarterly or yearly.Monthly membership option is available only if payment is made before month end along with screenshot sent to any of the admins.
Please don't call admins... just send your message or queries.