*Avenue Supermarts Ltd.* | *CMP* Rs. 5350 | *M Cap* Rs. 346559 Cr | *52 W H/L* 5350/1949
(Nirmal Bang Retail Research)
*Result marginally ahead of Expectation*
Revenue from Operations came at Rs. 7649.6 Cr (52% QoQ, 46.6% YoY) vs expectation of Rs. 7649.6 Cr, QoQ Rs. 5031.8 Cr, YoY Rs. 5218.2 Cr
EBIDTA came at Rs. 670.2 Cr (202.9% QoQ, 106.3% YoY) vs expectation of Rs. 630.7 Cr, QoQ Rs. 221.2 Cr, YoY Rs. 324.9 Cr
EBITDA Margin came at 8.8% vs expectation of 8.2%, QoQ 4.4%, YoY 6.2%
Adj. PAT came at Rs. 448.9 Cr vs expectation of Rs. 410.1 Cr, QoQ Rs. 115.1 Cr, YoY Rs. 210.6 Cr
Quarter EPS is Rs. 6.9
Share is trading at P/E of 140x FY23E EPS
(Nirmal Bang Retail Research)
*Result marginally ahead of Expectation*
Revenue from Operations came at Rs. 7649.6 Cr (52% QoQ, 46.6% YoY) vs expectation of Rs. 7649.6 Cr, QoQ Rs. 5031.8 Cr, YoY Rs. 5218.2 Cr
EBIDTA came at Rs. 670.2 Cr (202.9% QoQ, 106.3% YoY) vs expectation of Rs. 630.7 Cr, QoQ Rs. 221.2 Cr, YoY Rs. 324.9 Cr
EBITDA Margin came at 8.8% vs expectation of 8.2%, QoQ 4.4%, YoY 6.2%
Adj. PAT came at Rs. 448.9 Cr vs expectation of Rs. 410.1 Cr, QoQ Rs. 115.1 Cr, YoY Rs. 210.6 Cr
Quarter EPS is Rs. 6.9
Share is trading at P/E of 140x FY23E EPS
*HDFC Bank Ltd.* | *CMP* Rs. 1686 | *M Cap* Rs. 933614 Cr | *52 W H/L* 1789/1164
(Nirmal Bang Retail Research)
*Result is in-line with expectations*
Net Interest Income came at Rs. 17684 Cr vs expectation of Rs. 17508 Cr, YoY Rs. 15776 Cr, QoQ Rs. 17009 Cr
NIMs remained constant both on QoQ & YoY basis at 4.1%.
Non Interest Income came at Rs. 7401 Cr vs expectation of Rs. 6833 Cr, YoY Rs. 6092 Cr, QoQ Rs. 6289 Cr
Out of above, Fee & commission income was at Rs. 4946 Cr vs YoY Rs. 3940Cr
PBP came at Rs. 15807 Cr vs expectation of Rs. 15776 Cr, YoY Rs. 13814 Cr, QoQ Rs. 15137 Cr
Provisions came at Rs. 3925 Cr vs expectation of Rs. 4157 Cr, YoY Rs. 3704 Cr, QoQ Rs. 4831 Cr
Adj. PAT came at Rs. 8834 Cr vs expectation of Rs. 8707 Cr, YoY Rs. 7513 Cr, QoQ Rs. 7730 Cr
Gross NPA came at Rs. 16346 Cr vs QoQ Rs. 17099 Cr at 1.35% vs QoQ 1.47%
Net NPA came at Rs. 4755 Cr vs QoQ Rs. 5486 Cr at 0.4% vs QoQ 0.48%
Quarter EPS is Rs. 16
Share is trading at P/E of 21.2x FY23E EPS & 4.4x trailing P/Adj. BV
# HDB Financial loan book was at Rs. 60,008 Cr (+4.6% QoQ & flat YoY). Credit cost in HDB remained elevated at 4.2% vs QoQ 3.3% & YoY 6.2%. GNPA reduced to 6.1% vs QoQ 7.7%.
(Nirmal Bang Retail Research)
*Result is in-line with expectations*
Net Interest Income came at Rs. 17684 Cr vs expectation of Rs. 17508 Cr, YoY Rs. 15776 Cr, QoQ Rs. 17009 Cr
NIMs remained constant both on QoQ & YoY basis at 4.1%.
Non Interest Income came at Rs. 7401 Cr vs expectation of Rs. 6833 Cr, YoY Rs. 6092 Cr, QoQ Rs. 6289 Cr
Out of above, Fee & commission income was at Rs. 4946 Cr vs YoY Rs. 3940Cr
PBP came at Rs. 15807 Cr vs expectation of Rs. 15776 Cr, YoY Rs. 13814 Cr, QoQ Rs. 15137 Cr
Provisions came at Rs. 3925 Cr vs expectation of Rs. 4157 Cr, YoY Rs. 3704 Cr, QoQ Rs. 4831 Cr
Adj. PAT came at Rs. 8834 Cr vs expectation of Rs. 8707 Cr, YoY Rs. 7513 Cr, QoQ Rs. 7730 Cr
Gross NPA came at Rs. 16346 Cr vs QoQ Rs. 17099 Cr at 1.35% vs QoQ 1.47%
Net NPA came at Rs. 4755 Cr vs QoQ Rs. 5486 Cr at 0.4% vs QoQ 0.48%
Quarter EPS is Rs. 16
Share is trading at P/E of 21.2x FY23E EPS & 4.4x trailing P/Adj. BV
# HDB Financial loan book was at Rs. 60,008 Cr (+4.6% QoQ & flat YoY). Credit cost in HDB remained elevated at 4.2% vs QoQ 3.3% & YoY 6.2%. GNPA reduced to 6.1% vs QoQ 7.7%.
Tata Power is in talks with large pension and sovereign asset managers, including Canada Pension Plan Invest Board (CPPIB) and Government of Singapore Investment Corp. (GIC), to raise at least $500 million ahead of a planned initial public offering (IPO) by its renewable energy unit.
The unit is one of India's largest renewable energy businesses with an operating capacity of 2.6 GW comprising wind and solar in a 32:68 ratio spread across 11 states. ....ET Positive
The unit is one of India's largest renewable energy businesses with an operating capacity of 2.6 GW comprising wind and solar in a 32:68 ratio spread across 11 states. ....ET Positive
The board of PNB Housing Finance Ltd has terminated a Rs 4,000-crore fund raising deal with a Carlyle-led group of investors citing pending legal issues which may delay regulatory approvals.
Subsequently, Pluto Investments, a Carlyle entity will be initiating the process to withdraw an open offer made by them...Negative
Subsequently, Pluto Investments, a Carlyle entity will be initiating the process to withdraw an open offer made by them...Negative
*INDIABULLS REAL ESTATE LTD.* | *CMP* Rs. 164 | *M Cap* Rs. 7456 Cr | *52 W H/L* 175/46
(Nirmal Bang Retail Research)
New Booking came at Rs.514cr vs QoQ Rs.350cr Yoy 348cr
*Result ok*
Revenue from Operations came at Rs. 349.3 Cr (-32.8% QoQ, 1633.7% YoY) vs QoQ Rs. 519.7 Cr, YoY Rs. 20.1 Cr
EBIDTA came at Rs. 22.4 Cr (-44.8% QoQ, -154.1% YoY) vs QoQ Rs. 40.6 Cr, YoY Rs. -41.5 Cr
EBITDA Margin came at 6.4% vs QoQ 7.8%, YoY -205.7%
Adj. PAT came at Rs. 5.5 Cr vs QoQ Rs. 4.8 Cr, YoY Rs. -76.1 Cr
Quarter EPS is Rs. 0.1
Share is trading at P/E of 40.2x TTM EPS
(Nirmal Bang Retail Research)
New Booking came at Rs.514cr vs QoQ Rs.350cr Yoy 348cr
*Result ok*
Revenue from Operations came at Rs. 349.3 Cr (-32.8% QoQ, 1633.7% YoY) vs QoQ Rs. 519.7 Cr, YoY Rs. 20.1 Cr
EBIDTA came at Rs. 22.4 Cr (-44.8% QoQ, -154.1% YoY) vs QoQ Rs. 40.6 Cr, YoY Rs. -41.5 Cr
EBITDA Margin came at 6.4% vs QoQ 7.8%, YoY -205.7%
Adj. PAT came at Rs. 5.5 Cr vs QoQ Rs. 4.8 Cr, YoY Rs. -76.1 Cr
Quarter EPS is Rs. 0.1
Share is trading at P/E of 40.2x TTM EPS
*Den Networks Ltd.* | *CMP* Rs. 54 | *M Cap* Rs. 2577 Cr | *52 W H/L* 94/42
(Nirmal Bang Retail Research)
*Result is ok*
Revenue from Operations came at Rs. 325 Cr (7.3% QoQ, -3.8% YoY) vs QoQ Rs. 303 Cr, YoY Rs. 337.7 Cr
EBIDTA came at Rs. 50.4 Cr (5.8% QoQ, -19.3% YoY) vs QoQ Rs. 47.6 Cr, YoY Rs. 62.4 Cr
EBITDA Margin came at 15.5% vs QoQ 15.7%, YoY 18.5%
Adj. PAT came at Rs. 39.3 Cr vs QoQ Rs. 41.1 Cr, YoY Rs. 36.8 Cr
Quarter EPS is Rs. 0.8
Share is trading at P/E of 14.1x TTM EPS
(Nirmal Bang Retail Research)
*Result is ok*
Revenue from Operations came at Rs. 325 Cr (7.3% QoQ, -3.8% YoY) vs QoQ Rs. 303 Cr, YoY Rs. 337.7 Cr
EBIDTA came at Rs. 50.4 Cr (5.8% QoQ, -19.3% YoY) vs QoQ Rs. 47.6 Cr, YoY Rs. 62.4 Cr
EBITDA Margin came at 15.5% vs QoQ 15.7%, YoY 18.5%
Adj. PAT came at Rs. 39.3 Cr vs QoQ Rs. 41.1 Cr, YoY Rs. 36.8 Cr
Quarter EPS is Rs. 0.8
Share is trading at P/E of 14.1x TTM EPS
*Mahindra CIE Automotive Ltd.* | *CMP* Rs. 251 | *M Cap* Rs. 9509 Cr | *52 W H/L* 281/128
(Nirmal Bang Retail Research)
*Result is inline with expectation*
Revenue from Operations came at Rs. 2090.7 Cr (2.4% QoQ, 23.4% YoY) vs expectation of Rs. 2089.1 Cr, QoQ Rs. 2042.5 Cr, YoY Rs. 1694.3 Cr
EBIDTA came at Rs. 268.5 Cr (3.4% QoQ, 78% YoY) vs expectation of Rs. 260.4 Cr, QoQ Rs. 259.8 Cr, YoY Rs. 150.8 Cr
EBITDA Margin came at 12.8% vs expectation of 12.5%, QoQ 12.7%, YoY 8.9%
Adj. PAT came at Rs. 166.4 Cr vs expectation of Rs. 110.3 Cr, QoQ Rs. 136.2 Cr, YoY Rs. 60.8 Cr
Quarter EPS is Rs. 4.4
Share is trading at P/E of 13.8x FY23E EPS
(Nirmal Bang Retail Research)
*Result is inline with expectation*
Revenue from Operations came at Rs. 2090.7 Cr (2.4% QoQ, 23.4% YoY) vs expectation of Rs. 2089.1 Cr, QoQ Rs. 2042.5 Cr, YoY Rs. 1694.3 Cr
EBIDTA came at Rs. 268.5 Cr (3.4% QoQ, 78% YoY) vs expectation of Rs. 260.4 Cr, QoQ Rs. 259.8 Cr, YoY Rs. 150.8 Cr
EBITDA Margin came at 12.8% vs expectation of 12.5%, QoQ 12.7%, YoY 8.9%
Adj. PAT came at Rs. 166.4 Cr vs expectation of Rs. 110.3 Cr, QoQ Rs. 136.2 Cr, YoY Rs. 60.8 Cr
Quarter EPS is Rs. 4.4
Share is trading at P/E of 13.8x FY23E EPS
Have you always wondered whether you should consider an insurance cover for investment or simply as a means to protect yourself & your family?
Your Financial Coach - Mr. Azeem Jagani, MD, Composite Shares & Investment Counsels Pvt Ltd.
https://www.youtube.com/watch?v=WJciP1schyw
Your Financial Coach - Mr. Azeem Jagani, MD, Composite Shares & Investment Counsels Pvt Ltd.
https://www.youtube.com/watch?v=WJciP1schyw
YouTube
Insurance for Investment or Protection?
Have you always wondered whether you should consider an insurance cover for investment or simply as a means to protect yourself & your family?
Hear what the expert has to say & clear your confusion.
Visit our website on: https://www.nirmalbang.com/
Open…
Hear what the expert has to say & clear your confusion.
Visit our website on: https://www.nirmalbang.com/
Open…
*IndiaBulls Real Estate:
1- Indiabulls is merging with Embassy Group and the resultant company is going to be called 'Embassy Developments'.
*This is particularly an interesting event because the merged entity will end up becoming one of India's largest Real Estate companies. It will have 80 million sqft of area under planning - That is just massive.
2- The merger is also going to change the profile of the listed entity dramatically from what it currently is - for the better.
*The combined entity has the potential to have rental income of 4200 crore after a few years which is quite massive and hence will 'recurring cash flow' which we love.
*This is NOT a normal Real Estate 'also ran' anymore. This now becomes a top player.
3- In Q1FY22, I was amazed to see that their net debt was repaid by 50% compared to Q1FY21.
Debt has fallen nicely from 2025cr to 1088cr currently.
*This is very comforting. So now we have reducing debt and prospects of high 'recurring' rental income.
4- What is another a good thing is that the proposed merger is in advanced stages and this deal should be completed soon.
*Normally from announcement to actual deal, the time taken is a massive 2 years. This particular deal is in advanced stages.
5- Post the deal, the old promoters will be going out and the merged entity will be controlled by the Embassy group.
*This is important as the Embassy group is thought to be pretty good with corporate governance.
*This deal is beginning to tick all the boxes.
6- Post the deal, IndiaBulls Real Estate becomes India's number 1 'Land Bank' owner.
*Again, this means a lot of their future 'upfront costs' are already spent and cash flows will be good going forward.
*7- Note, with sudden leadership position, improving cash flows, reducing debt, 'better' promoter & corporate governance, it seems likely that the valuation multiple will keep expanding here going forward.
*This is the key to investing after all.
*A beautiful project.
1- Indiabulls is merging with Embassy Group and the resultant company is going to be called 'Embassy Developments'.
*This is particularly an interesting event because the merged entity will end up becoming one of India's largest Real Estate companies. It will have 80 million sqft of area under planning - That is just massive.
2- The merger is also going to change the profile of the listed entity dramatically from what it currently is - for the better.
*The combined entity has the potential to have rental income of 4200 crore after a few years which is quite massive and hence will 'recurring cash flow' which we love.
*This is NOT a normal Real Estate 'also ran' anymore. This now becomes a top player.
3- In Q1FY22, I was amazed to see that their net debt was repaid by 50% compared to Q1FY21.
Debt has fallen nicely from 2025cr to 1088cr currently.
*This is very comforting. So now we have reducing debt and prospects of high 'recurring' rental income.
4- What is another a good thing is that the proposed merger is in advanced stages and this deal should be completed soon.
*Normally from announcement to actual deal, the time taken is a massive 2 years. This particular deal is in advanced stages.
5- Post the deal, the old promoters will be going out and the merged entity will be controlled by the Embassy group.
*This is important as the Embassy group is thought to be pretty good with corporate governance.
*This deal is beginning to tick all the boxes.
6- Post the deal, IndiaBulls Real Estate becomes India's number 1 'Land Bank' owner.
*Again, this means a lot of their future 'upfront costs' are already spent and cash flows will be good going forward.
*7- Note, with sudden leadership position, improving cash flows, reducing debt, 'better' promoter & corporate governance, it seems likely that the valuation multiple will keep expanding here going forward.
*This is the key to investing after all.
*A beautiful project.
Worth evaluating:
‼️1) Harshad Mehta Scam (1992): Sensex corrected by 54% in 1 year, it jumped 127% post that in 1 ½ years
‼️2) 1996 Crisis: Sensex plunged 40% in over a 4 year period, it jumped by 115% post that in little over 1 year
‼️3) IT Bubble burst (2000): Sensex crashed by 56% in 1 ½ years, it jumped 138% in 2 ½ years
‼️4) Lehman Crisis (2008): Sensex crashed by 61% in 1 year, it jumped by 157% in 1 ½ years post that
‼️5) 2010: Sensex corrected by 28% in 1 year, it jumped by 96% in 3 years post that
‼️6) 2015: Sensex has corrected by 23% in 1 year, and got handsome returns after that.
🧐7) 2018: markets already 10 to 15% corrected from its peak....Now what is NEXT ❓❓❓❓
Those who continued their SIPs during falling market benefited the most. Markets never give an indication before bouncing back!!
So just be patient, u will recover all that notional loss and as advised if u can stop daily montertaining it will help u a lot.
#SipKaroMastRaho
‼️1) Harshad Mehta Scam (1992): Sensex corrected by 54% in 1 year, it jumped 127% post that in 1 ½ years
‼️2) 1996 Crisis: Sensex plunged 40% in over a 4 year period, it jumped by 115% post that in little over 1 year
‼️3) IT Bubble burst (2000): Sensex crashed by 56% in 1 ½ years, it jumped 138% in 2 ½ years
‼️4) Lehman Crisis (2008): Sensex crashed by 61% in 1 year, it jumped by 157% in 1 ½ years post that
‼️5) 2010: Sensex corrected by 28% in 1 year, it jumped by 96% in 3 years post that
‼️6) 2015: Sensex has corrected by 23% in 1 year, and got handsome returns after that.
🧐7) 2018: markets already 10 to 15% corrected from its peak....Now what is NEXT ❓❓❓❓
Those who continued their SIPs during falling market benefited the most. Markets never give an indication before bouncing back!!
So just be patient, u will recover all that notional loss and as advised if u can stop daily montertaining it will help u a lot.
#SipKaroMastRaho
*HDFC Bank Q2*
- Profit reported at Rs 9096 crore versus poll of Rs 8796.8 crore
- NII reported at Rs 17684.4 crore versus poll of Rs 15776.0 crore
- GNPA at 1.35% vs poll of 1.57%
- NNPA at 0.40% vs poll of 0.55%
(Numbers came inline with expectations & moderate supportive for stock prices)
- Profit reported at Rs 9096 crore versus poll of Rs 8796.8 crore
- NII reported at Rs 17684.4 crore versus poll of Rs 15776.0 crore
- GNPA at 1.35% vs poll of 1.57%
- NNPA at 0.40% vs poll of 0.55%
(Numbers came inline with expectations & moderate supportive for stock prices)
Earnings Calendar Of Major Companies:
16.10.2021: HDFCBANK
18.10.2021: LTI, ULTRACEMCO
19.10.2021: ACC, HINDUNILVR, ICICIPRULI, LTTS, NAVINFLUOR, NESTLEIND
20.10.2021: HAVELLS, JUBLFOOD, L&TFH, TATACOMM
16.10.2021: HDFCBANK
18.10.2021: LTI, ULTRACEMCO
19.10.2021: ACC, HINDUNILVR, ICICIPRULI, LTTS, NAVINFLUOR, NESTLEIND
20.10.2021: HAVELLS, JUBLFOOD, L&TFH, TATACOMM
Dmart beats ITC in Mcap. Crosses 3L+ Cr in Mcap.
ITC does 2x of Dmart sales and 13x Dmart profit.
ITC OPM at 35% vs 7% for Dmart
ITC ROE 21% vs 9% for DMart
ITC 3 yrs FCF 32k Crs
Dmart 3 yrs FCF -1700 Crs
ITC has almost zero competition in core business.
Dmart operates in highly competitive low margin business prone to disrupt.
Though ITC... WHERE ARE YOU?
ITC does 2x of Dmart sales and 13x Dmart profit.
ITC OPM at 35% vs 7% for Dmart
ITC ROE 21% vs 9% for DMart
ITC 3 yrs FCF 32k Crs
Dmart 3 yrs FCF -1700 Crs
ITC has almost zero competition in core business.
Dmart operates in highly competitive low margin business prone to disrupt.
Though ITC... WHERE ARE YOU?
*🌄 समाचार सुप्रभात🗞*
*17 अक्टूबर, 2021 रविवार*
➖➖➖➖➖
*♨️Top Headlines*
*◼️Home Minister says, NSG is a world-class trained force to tackle all facets of terrorism; inaugurates various developmental projects in Andaman & Nicobar Islands*
*◼️One lakh employees recruited in last six months by top four Indian IT companies*
*◼️Anthem on India's Covid-19 vaccination drive launched*
*◼️Over 97.62 cr Covid vaccine doses administered in India so far*
*◼️US to ease travel curbs for fully vaccinated foreigners from November 8*
*🇮🇳NATIONAL*
*◼️Petroleum Minister Hardeep Singh Puri delivers 3rd Dr A P J Abdul Kalam memorial lecture*
*◼️NITI Aayog CEO visits tourist destination of Pahalgam, chairs meeting of tourism officers*
*◼️Prasar Bharati phases out outdated Analog DD Terrestrial broadcast*
*◼️National Security Guard celebrated their 37th Raising Day*
*◼️PM Modi to share his thoughts in ‘Mann Ki Baat’ programme on October 24*
*🌎INTERNATIONAL*
*◼️EAM Dr S Jaishankar to embark on 5-day visit to Israel today*
*◼️Nasa launches Lucy spacecraft, first space mission to study Trojans Asteroids*
*◼️IMF commends India’s swift & substantial response to Covid-19 pandemic*
*◼For getting latest and Educational update join "Haryana Educational update" Facebook page*
*◼️Army Chief General Naravane visits Headquarters of Sri Lankan Navy*
*◼️MoS V Muraleedharan will be on 5 day visit to Sudan, South Sudan from Oct 18*
*♨️मुख्य समाचार*
*◼️गृह मंत्री अमित शाह ने कहा- राष्ट्रीय सुरक्षा गार्ड आतंकवाद का मुकाबला करने के लिए विश्वस्तरीय प्रशिक्षित बल*
*◼️गृह मंत्री ने अंडमान-निकोबार द्वीप समूह में कई विकास परियोजनाओं का उदघाटन किया*
*◼️शीर्ष चार भारतीय आईटी कंपनियों ने पिछले छह महीनों में एक लाख कर्मचारियों की भर्ती की*
*◼️कोविड टीकाकरण पर एक गीत जारी किया गया*
*◼️केरल में बारिश से संबंधित घटनाओं में आठ लोग मारे गए, राहत और बचाव कार्य जोरों पर*
*🇮🇳राष्ट्रीय*
*◼️प्रधानमंत्री 24 अक्टूबर को आकाशवाणी से मन की बात कार्यक्रम में अपने विचार साझा करेंगे*
*◼️एस.सी.ओ. के सदस्य देशों को समान, समावेशी और विकास-केन्द्रित एजेंडे को आगे ले जाना चाहिए- अनुप्रिया पटेल*
*◼️केन्द्र ने राज्यों और केन्द्र शासित प्रदेशों को अब तक एक अरब एक करोड से अधिक कोविड रोधी टीके निशुल्क उपलब्ध कराए*
*◼️राष्ट्रीय सुरक्षा गार्ड किसी भी आतंकी गतिविधि को बेअसर करने और शांति स्थापित करने में सक्षम- नित्यानंद राय*
*◼️आयकर विभाग का एक आयातक और व्यापारी के दिल्ली, हरियाणा और पश्चिम बंगाल में ठिकानों पर तलाशी अभियान*
*🌎अंतरराष्ट्रीय*
*◼️पेंटागन की अमरीकी ड्रोन हमले में मारे गए परिवार को अनिर्दिष्ट मुआवजे की पेशकश*
*◼️बंगलादेश की प्रधानमंत्री ने मंदिरों में तोड़फोड़ करने वालों को सख्त सजा देने की बात कही*
*🇦🇶राज्य समाचार*
*◼️श्रीलंकाई नौसेना toद्वारा पकड़े गए 23 मछुआरों को रिहा करने के लिए तत्काल कदम उठाने की अपील*
*◼️दिल्ली में कल 26 लोगों में कोरोना की पुष्टि, 36 लोग संक्रमण मुक्त*
*◼️रायपुर रेलवे स्टेशन के प्लेटफॉर्म पर विस्फोट, केंद्रीय रिजर्व पुलिस बल के 6 जवान घायल*
*◼️सरकार जम्मू- कश्मीर को विद्युत आधिक्य प्रदेश बनाने और चौबीसों घंटे बिजली उपलब्ध कराने के लिए प्रतिबद्ध- आरके सिंह*
_🚫चेतावनी: इस न्यूज़ बुलेटिन में दिए गए आंकड़े व समाचार भारत सरकार की न्यूज एजेंसी से लिए गए हैं अपने स्तर पर उनमें किसी तरह का बदलाव ना करें इसके लिए आप स्वयं जिम्मेवार होंगे_
*17 अक्टूबर, 2021 रविवार*
➖➖➖➖➖
*♨️Top Headlines*
*◼️Home Minister says, NSG is a world-class trained force to tackle all facets of terrorism; inaugurates various developmental projects in Andaman & Nicobar Islands*
*◼️One lakh employees recruited in last six months by top four Indian IT companies*
*◼️Anthem on India's Covid-19 vaccination drive launched*
*◼️Over 97.62 cr Covid vaccine doses administered in India so far*
*◼️US to ease travel curbs for fully vaccinated foreigners from November 8*
*🇮🇳NATIONAL*
*◼️Petroleum Minister Hardeep Singh Puri delivers 3rd Dr A P J Abdul Kalam memorial lecture*
*◼️NITI Aayog CEO visits tourist destination of Pahalgam, chairs meeting of tourism officers*
*◼️Prasar Bharati phases out outdated Analog DD Terrestrial broadcast*
*◼️National Security Guard celebrated their 37th Raising Day*
*◼️PM Modi to share his thoughts in ‘Mann Ki Baat’ programme on October 24*
*🌎INTERNATIONAL*
*◼️EAM Dr S Jaishankar to embark on 5-day visit to Israel today*
*◼️Nasa launches Lucy spacecraft, first space mission to study Trojans Asteroids*
*◼️IMF commends India’s swift & substantial response to Covid-19 pandemic*
*◼For getting latest and Educational update join "Haryana Educational update" Facebook page*
*◼️Army Chief General Naravane visits Headquarters of Sri Lankan Navy*
*◼️MoS V Muraleedharan will be on 5 day visit to Sudan, South Sudan from Oct 18*
*♨️मुख्य समाचार*
*◼️गृह मंत्री अमित शाह ने कहा- राष्ट्रीय सुरक्षा गार्ड आतंकवाद का मुकाबला करने के लिए विश्वस्तरीय प्रशिक्षित बल*
*◼️गृह मंत्री ने अंडमान-निकोबार द्वीप समूह में कई विकास परियोजनाओं का उदघाटन किया*
*◼️शीर्ष चार भारतीय आईटी कंपनियों ने पिछले छह महीनों में एक लाख कर्मचारियों की भर्ती की*
*◼️कोविड टीकाकरण पर एक गीत जारी किया गया*
*◼️केरल में बारिश से संबंधित घटनाओं में आठ लोग मारे गए, राहत और बचाव कार्य जोरों पर*
*🇮🇳राष्ट्रीय*
*◼️प्रधानमंत्री 24 अक्टूबर को आकाशवाणी से मन की बात कार्यक्रम में अपने विचार साझा करेंगे*
*◼️एस.सी.ओ. के सदस्य देशों को समान, समावेशी और विकास-केन्द्रित एजेंडे को आगे ले जाना चाहिए- अनुप्रिया पटेल*
*◼️केन्द्र ने राज्यों और केन्द्र शासित प्रदेशों को अब तक एक अरब एक करोड से अधिक कोविड रोधी टीके निशुल्क उपलब्ध कराए*
*◼️राष्ट्रीय सुरक्षा गार्ड किसी भी आतंकी गतिविधि को बेअसर करने और शांति स्थापित करने में सक्षम- नित्यानंद राय*
*◼️आयकर विभाग का एक आयातक और व्यापारी के दिल्ली, हरियाणा और पश्चिम बंगाल में ठिकानों पर तलाशी अभियान*
*🌎अंतरराष्ट्रीय*
*◼️पेंटागन की अमरीकी ड्रोन हमले में मारे गए परिवार को अनिर्दिष्ट मुआवजे की पेशकश*
*◼️बंगलादेश की प्रधानमंत्री ने मंदिरों में तोड़फोड़ करने वालों को सख्त सजा देने की बात कही*
*🇦🇶राज्य समाचार*
*◼️श्रीलंकाई नौसेना toद्वारा पकड़े गए 23 मछुआरों को रिहा करने के लिए तत्काल कदम उठाने की अपील*
*◼️दिल्ली में कल 26 लोगों में कोरोना की पुष्टि, 36 लोग संक्रमण मुक्त*
*◼️रायपुर रेलवे स्टेशन के प्लेटफॉर्म पर विस्फोट, केंद्रीय रिजर्व पुलिस बल के 6 जवान घायल*
*◼️सरकार जम्मू- कश्मीर को विद्युत आधिक्य प्रदेश बनाने और चौबीसों घंटे बिजली उपलब्ध कराने के लिए प्रतिबद्ध- आरके सिंह*
_🚫चेतावनी: इस न्यूज़ बुलेटिन में दिए गए आंकड़े व समाचार भारत सरकार की न्यूज एजेंसी से लिए गए हैं अपने स्तर पर उनमें किसी तरह का बदलाव ना करें इसके लिए आप स्वयं जिम्मेवार होंगे_
MONEY TIMES TALK
OCTOBER 17, 2021
Wipro's Q2 profits rose 17.9% (YoY) to Rs. 2930 cr. on a strong demand outlook across sectors and business lines. For the first time its annualized revenue crossed $ 10 bn. The share is a good long term hold.
Ujjivan Small Bank's IPO was oversubscribed 165 times in 2019 and listed at 40% premium is now 44% below the IPO price. The promoters have a strong background and the pandemic is likely to blow away soon. Risk bearing investors may add.
In a recent investor presentation, HFCL has stated that it has orders on hand worth Rs. 5822 cr. The Q2 results were also exciting. HFCL must be acquired for big gains.
A veteran marketman recommends to buy Accelya Solutions, Basant Agro Tech, Birla Cable, BF Utilities, Den Networks, G R Infraprojects, Hindustan Copper, MK Exim India, Nath Industries, Pressman Advertising, Rubfila International and Rana Sugars.
TPG Books along with ADQ of Abu Dhabhi will invest upto Rs. 7500 cr. in the EV business of Tata Motors. This is a good investment opportunity for retail investors but with caution as the share has run up beyond its near time
Oil is on fire. ONGC can be a big beneficiary as it has a dominant position both in crude and natural gas business. Add.
OIL India is another beneficiary of the rising crude oil prices. Some analysts forecast its share price touching Rs. 300 in the next two years. Long term investors may enter.
Prominent global investors like Ares SSG, Varde Partners, Cerberus Capital, and Oaktree to form an ARC for YES Bank NPAs. This could be positive for Yes Bank. Add for the long term.
Power Finance Corp. has received the coveted Maharatna tag, which gives greater operational and financial autonomy to this PSU. An excellent long-term investment. Buy.
TCS has set its sights on $300 bn B2B E-commerce and expects to get all its staff back to office on the back of rising business prospects. This evergreen share deserves a permanent place in a model portfolio.
NMDC has been staggering due to weak demand. But with China shutting down many companies due to pollution hazards this winter, it may start rising again. Add.
Nazara Technologies is scouting for buys in USA and Europe and expand business in the gaming and sports segments. The share may be added in small quantities.
China has cut down on its mobile shipments due to the power shortage. Good opportunity for Dixon Technologies to catch up on sales. Add.
The automobile sector is on the rampage again. Demand for tyres is bound to increase. Buy Apollo Tyres.
Life Insurers expect higher premia going forward. HDFC Life, SBI Life and ICICI Prudential look good to add.
Aditya Birla AMC got listed at the offer price. Its muted debut is a good opportunity to buy. Around Rs. 112 or below, it's a good opportunity to gain over 50% in three months. Add.
Century Textiles reported strong Q2 revenue of Rs. 998 cr. with NP at Rs. 44.71 cr. v/s a loss of Rs. 14.3 cr. YoY. A good share to add.
Ramkrishna Forgings presented fantastic Q2 results. Grab this share before it is too late.
Gold Loan companies are having a good time on the back of heavy pre festive demand. Add Muthoot Finance.
Aluminum prices have touched a multiyear high on the back of supply curbs arising out of power shortage. Nalco is a lucrative buy even at these prices. Bigg Bull, Rakesh Jhunjhunwala, has also picked up a big chunk. Buy.
ITC's prospects seem to be improving on news of a tie-up with Amazon. The company is also on an expansion spree. This one time darling of investors has so far underperformed and can be added with a horizon of three years.
Lincoln Pharmaceuticals has received approval from Australia's medicines and medical devices regulator, Therapeutic Goods Administration. It to notch an EPS of about Rs.38
Shiva Mills, a demerged entity of Shiva Texyarn from the Bannari Amman group, has notched Q1 EPS of Rs 4.5, which may lead to FY22 EPS of Rs.18+ against FY21 EPS of Rs 9.8. The share can appreciate by 50% from the current level. Add.
OCTOBER 17, 2021
Wipro's Q2 profits rose 17.9% (YoY) to Rs. 2930 cr. on a strong demand outlook across sectors and business lines. For the first time its annualized revenue crossed $ 10 bn. The share is a good long term hold.
Ujjivan Small Bank's IPO was oversubscribed 165 times in 2019 and listed at 40% premium is now 44% below the IPO price. The promoters have a strong background and the pandemic is likely to blow away soon. Risk bearing investors may add.
In a recent investor presentation, HFCL has stated that it has orders on hand worth Rs. 5822 cr. The Q2 results were also exciting. HFCL must be acquired for big gains.
A veteran marketman recommends to buy Accelya Solutions, Basant Agro Tech, Birla Cable, BF Utilities, Den Networks, G R Infraprojects, Hindustan Copper, MK Exim India, Nath Industries, Pressman Advertising, Rubfila International and Rana Sugars.
TPG Books along with ADQ of Abu Dhabhi will invest upto Rs. 7500 cr. in the EV business of Tata Motors. This is a good investment opportunity for retail investors but with caution as the share has run up beyond its near time
Oil is on fire. ONGC can be a big beneficiary as it has a dominant position both in crude and natural gas business. Add.
OIL India is another beneficiary of the rising crude oil prices. Some analysts forecast its share price touching Rs. 300 in the next two years. Long term investors may enter.
Prominent global investors like Ares SSG, Varde Partners, Cerberus Capital, and Oaktree to form an ARC for YES Bank NPAs. This could be positive for Yes Bank. Add for the long term.
Power Finance Corp. has received the coveted Maharatna tag, which gives greater operational and financial autonomy to this PSU. An excellent long-term investment. Buy.
TCS has set its sights on $300 bn B2B E-commerce and expects to get all its staff back to office on the back of rising business prospects. This evergreen share deserves a permanent place in a model portfolio.
NMDC has been staggering due to weak demand. But with China shutting down many companies due to pollution hazards this winter, it may start rising again. Add.
Nazara Technologies is scouting for buys in USA and Europe and expand business in the gaming and sports segments. The share may be added in small quantities.
China has cut down on its mobile shipments due to the power shortage. Good opportunity for Dixon Technologies to catch up on sales. Add.
The automobile sector is on the rampage again. Demand for tyres is bound to increase. Buy Apollo Tyres.
Life Insurers expect higher premia going forward. HDFC Life, SBI Life and ICICI Prudential look good to add.
Aditya Birla AMC got listed at the offer price. Its muted debut is a good opportunity to buy. Around Rs. 112 or below, it's a good opportunity to gain over 50% in three months. Add.
Century Textiles reported strong Q2 revenue of Rs. 998 cr. with NP at Rs. 44.71 cr. v/s a loss of Rs. 14.3 cr. YoY. A good share to add.
Ramkrishna Forgings presented fantastic Q2 results. Grab this share before it is too late.
Gold Loan companies are having a good time on the back of heavy pre festive demand. Add Muthoot Finance.
Aluminum prices have touched a multiyear high on the back of supply curbs arising out of power shortage. Nalco is a lucrative buy even at these prices. Bigg Bull, Rakesh Jhunjhunwala, has also picked up a big chunk. Buy.
ITC's prospects seem to be improving on news of a tie-up with Amazon. The company is also on an expansion spree. This one time darling of investors has so far underperformed and can be added with a horizon of three years.
Lincoln Pharmaceuticals has received approval from Australia's medicines and medical devices regulator, Therapeutic Goods Administration. It to notch an EPS of about Rs.38
Shiva Mills, a demerged entity of Shiva Texyarn from the Bannari Amman group, has notched Q1 EPS of Rs 4.5, which may lead to FY22 EPS of Rs.18+ against FY21 EPS of Rs 9.8. The share can appreciate by 50% from the current level. Add.
Maharashtra Seamless from Jindal Group has successfully bagged Rs. 237 cr. order from ONGC for the supply of Seamless Casing pipes. Buy at declines.
Ajanta Soya produces cooking oils & vanaspati with application products for bakery items has posted 1142% higher Q1 EPS of Rs 5.4, which could lead to FY22EPS of Rs 24 against FY21EPS of Rs 15.6. A P/E of 8.5x will take its share price to Rs 204. Buy.
Shreyans Industries is yet to participate in the paper stocks rally. With 94,000 TPA capacity of writing & printing paper and 12MW of captive power plant, it notched 35% higher Q1 EPS of Rs 6.6, which could take FY22 EPS to Rs 20+ against FY21EPS of Rs 6.4. The share can touch the Rs 160 mark.
Alphageo (India) a seismic survey service provider engaged in processing and interpretation services for oil exploration has notched Q1 EPS of Rs 23 v/s Rs 22.5 (YoY) on its small equity of Rs 6.4 cr. This could lead to FY22 EPS of Rs 50+. The share could cross the Rs 600 mark. Accumulate.
Karnataka Bank counter has evinced heavy investment buying. With a likely EPS of Rs 15 in FY22, the share is poised to touch the Rs 100 mark. 2:04 am
Uflex Ltd, the market leader in flexible packaging and undergoing various expansions has notched 34% higher EPS of Rs 36.6 against EPS of Rs 117 in FY21. With a likely EPS of Rs 145 in FY22, the share could fetch over 50% gain in the medium term, Buy.
KIC Metaliks with a 3,36,000 TPA Annular Sinter to convert iron ore fines and coke fines into coarse-grained iron ore sinter has notched Q1 EPS of Rs 3 against minus Rs 1.2 YoY and may post FY22 EPS of Rs 10 against Rs 3 in FY21. Buy for 50% gain.
Technocraft Industries into drum closures, scaffolding, formwork, yarn & fabrics and design & engineering and having has notched 145% higher Q1 EPS of Rs 28.6, which may lead to FY22 EPS of Rs 95+ against FY21 EPS of Rs 53.2. Heavy investment buying could take its share price to Rs 1188 at a P\E of 12.5x. Buy.
NMDC has notched 500% higher Q1 EPS of Rs 10.9, which could lead to FY22 EPS of Rs 45. The recent price hikeof iron is positive. The share could touch Rs 215 in the medium term. Buy.
Shree Ajit Pulp & Paper Mills with 1.08 lakh production capacity of recycled Kraft Paper has posted 1269 % higher Q1 EPS of Rs 17.8, which could take FY22 EPS to Rs 65 against FY21 EPS of Rs 46. A reasonable P/E of 10x could take its share price to Rs 600. Buy.
Coral Labs has low equity of Rs 3.6 cr., book value of Rs 383 and over 2 decades in pharmaceutical formulations. It notched 10% higher Q1EPS of Rs16.2, which could take FY22 EPS to Rs 50 against FY21 EPS of Rs 38. A reasonable P/E of 14.5x can take its share price to Rs 725 in the medium term. Accumulate.
With crude oil at $84 and forecast to hit $120, buy Hindustan Oil as it aims to strike gold by ramping production from 2300 to 7000 barrels per day. Also look at Alphageo, which is into seismic activities for all oil majors. It can be a good buy at the current level.
Investors in SW Solar's IPO at Rs.700 felt cheated as Reliance bought 40% stake @ Rs.380. But now that : is in stronger hands, the stock price could see the 4 digit mark in coming months. Buy at every decline.
After chemicals, textiles will be in the limelight on the bourses. As export of textiles from India rises, one can look at Reliance owned Alok Industries. The stock has been trading between Rs.20 26. A breakout above Rs.27 can take the stock to Rs.50 mark.
With Tata Motors and M&M on a roll, one can look at Sandhar Technologies which is the largest supplier of sheet metal components to leading passenger vehicle OEMs. Kotak, DSP, ICICI MFS hold a large chunk of it along with noted investor, Akash Bhansali. The stock trades at Rs.300 and can be bought for 50% appreciation.
Onmobile Global has appointed Lowe Lintas as the creative partner for their mobile gaming platform ONMO, The scope entails marketing and advertising campaigns for the brand. Another good news missed by marketmen last week was Indian TikTok Competitor Chingari raised $19 million to develop social tokens.
Ajanta Soya produces cooking oils & vanaspati with application products for bakery items has posted 1142% higher Q1 EPS of Rs 5.4, which could lead to FY22EPS of Rs 24 against FY21EPS of Rs 15.6. A P/E of 8.5x will take its share price to Rs 204. Buy.
Shreyans Industries is yet to participate in the paper stocks rally. With 94,000 TPA capacity of writing & printing paper and 12MW of captive power plant, it notched 35% higher Q1 EPS of Rs 6.6, which could take FY22 EPS to Rs 20+ against FY21EPS of Rs 6.4. The share can touch the Rs 160 mark.
Alphageo (India) a seismic survey service provider engaged in processing and interpretation services for oil exploration has notched Q1 EPS of Rs 23 v/s Rs 22.5 (YoY) on its small equity of Rs 6.4 cr. This could lead to FY22 EPS of Rs 50+. The share could cross the Rs 600 mark. Accumulate.
Karnataka Bank counter has evinced heavy investment buying. With a likely EPS of Rs 15 in FY22, the share is poised to touch the Rs 100 mark. 2:04 am
Uflex Ltd, the market leader in flexible packaging and undergoing various expansions has notched 34% higher EPS of Rs 36.6 against EPS of Rs 117 in FY21. With a likely EPS of Rs 145 in FY22, the share could fetch over 50% gain in the medium term, Buy.
KIC Metaliks with a 3,36,000 TPA Annular Sinter to convert iron ore fines and coke fines into coarse-grained iron ore sinter has notched Q1 EPS of Rs 3 against minus Rs 1.2 YoY and may post FY22 EPS of Rs 10 against Rs 3 in FY21. Buy for 50% gain.
Technocraft Industries into drum closures, scaffolding, formwork, yarn & fabrics and design & engineering and having has notched 145% higher Q1 EPS of Rs 28.6, which may lead to FY22 EPS of Rs 95+ against FY21 EPS of Rs 53.2. Heavy investment buying could take its share price to Rs 1188 at a P\E of 12.5x. Buy.
NMDC has notched 500% higher Q1 EPS of Rs 10.9, which could lead to FY22 EPS of Rs 45. The recent price hikeof iron is positive. The share could touch Rs 215 in the medium term. Buy.
Shree Ajit Pulp & Paper Mills with 1.08 lakh production capacity of recycled Kraft Paper has posted 1269 % higher Q1 EPS of Rs 17.8, which could take FY22 EPS to Rs 65 against FY21 EPS of Rs 46. A reasonable P/E of 10x could take its share price to Rs 600. Buy.
Coral Labs has low equity of Rs 3.6 cr., book value of Rs 383 and over 2 decades in pharmaceutical formulations. It notched 10% higher Q1EPS of Rs16.2, which could take FY22 EPS to Rs 50 against FY21 EPS of Rs 38. A reasonable P/E of 14.5x can take its share price to Rs 725 in the medium term. Accumulate.
With crude oil at $84 and forecast to hit $120, buy Hindustan Oil as it aims to strike gold by ramping production from 2300 to 7000 barrels per day. Also look at Alphageo, which is into seismic activities for all oil majors. It can be a good buy at the current level.
Investors in SW Solar's IPO at Rs.700 felt cheated as Reliance bought 40% stake @ Rs.380. But now that : is in stronger hands, the stock price could see the 4 digit mark in coming months. Buy at every decline.
After chemicals, textiles will be in the limelight on the bourses. As export of textiles from India rises, one can look at Reliance owned Alok Industries. The stock has been trading between Rs.20 26. A breakout above Rs.27 can take the stock to Rs.50 mark.
With Tata Motors and M&M on a roll, one can look at Sandhar Technologies which is the largest supplier of sheet metal components to leading passenger vehicle OEMs. Kotak, DSP, ICICI MFS hold a large chunk of it along with noted investor, Akash Bhansali. The stock trades at Rs.300 and can be bought for 50% appreciation.
Onmobile Global has appointed Lowe Lintas as the creative partner for their mobile gaming platform ONMO, The scope entails marketing and advertising campaigns for the brand. Another good news missed by marketmen last week was Indian TikTok Competitor Chingari raised $19 million to develop social tokens.