Final Subscription Figures of LIC, the biggest IPO of India:
QIB: 2.83 X
HNI: 2.91 X
RETAIL: 1.99 X
Emp: 4.4 X
Policyholder: 6.11 X
TOTAL SUBSCRIPTION: 2.95 X
*TOTAL APPLICATIONS: 73,37,575*
QIB: 2.83 X
HNI: 2.91 X
RETAIL: 1.99 X
Emp: 4.4 X
Policyholder: 6.11 X
TOTAL SUBSCRIPTION: 2.95 X
*TOTAL APPLICATIONS: 73,37,575*
*🔹INSTL. INVESTORS EQUITY DERIVAT. TRADES AS ON : 09-05-2022 :*
*FIIS F & O : RS. CRS. :*
*TOTAL NET BUY : +2760* 😀
*INDEX FUT. : -687*
*INDEX OPT. : +3837*
*STOCK FUT. : -362*
*STOCK OPT. : -28*
*🔹SEC IN F&O BAN FOR, 10 MAY, 2022 :*
*NIL*
*ADDITION : NIL*
*DELETION : NIL*
*🔹INSTL. INVEST. EQUITY CASH PROV. TRADES AS ON : 09-MAY-22 : (Rs. CRS )*
*FIIS : SELL -3362 (5,342-8,704)* 😢
*DIIS : BUY +3,077 (7,729-4,652)* 😀
*BSE SENSEX : -365 (54,471) 🔽*
*NSE NIFTY : -109 (16,302)*🔽
*BSE MIDCAP. : -437 (22,692)*🔽
*BSE SMLCAP. : -451 (26,641)*🔽
*B. CRUDE : $ 110.09 (5pm)* 🔽😀
*GOLD: $1859=INR 51900(10gr)(5pm)*🔽😔
*SILVER :* *RS. 62,500 (kg) (5pm) 🔽 😔*
*FOREX : RS. : $ 77.4650* 🔽 😢
*6.54% GOI '32 : 7.4646%(93.69)*🔼 😔
*6.10% GOI '31 : 7.4954% (90.85)* 🔼 😔
*6.67% GOI '35 : 7.6450% (91.8350)* 🔼 😔
*FIIS F & O : RS. CRS. :*
*TOTAL NET BUY : +2760* 😀
*INDEX FUT. : -687*
*INDEX OPT. : +3837*
*STOCK FUT. : -362*
*STOCK OPT. : -28*
*🔹SEC IN F&O BAN FOR, 10 MAY, 2022 :*
*NIL*
*ADDITION : NIL*
*DELETION : NIL*
*🔹INSTL. INVEST. EQUITY CASH PROV. TRADES AS ON : 09-MAY-22 : (Rs. CRS )*
*FIIS : SELL -3362 (5,342-8,704)* 😢
*DIIS : BUY +3,077 (7,729-4,652)* 😀
*BSE SENSEX : -365 (54,471) 🔽*
*NSE NIFTY : -109 (16,302)*🔽
*BSE MIDCAP. : -437 (22,692)*🔽
*BSE SMLCAP. : -451 (26,641)*🔽
*B. CRUDE : $ 110.09 (5pm)* 🔽😀
*GOLD: $1859=INR 51900(10gr)(5pm)*🔽😔
*SILVER :* *RS. 62,500 (kg) (5pm) 🔽 😔*
*FOREX : RS. : $ 77.4650* 🔽 😢
*6.54% GOI '32 : 7.4646%(93.69)*🔼 😔
*6.10% GOI '31 : 7.4954% (90.85)* 🔼 😔
*6.67% GOI '35 : 7.6450% (91.8350)* 🔼 😔
*SGX Nifty -180 pts (16130) from last trade 16310 ,*
Nikkei -505 pts ,
Hangseng -701 pts ,
Now @6.56am .
Dow -653.57 pts ,Nsdq -521.41 pts, S&P
-132.10 pts , Bovespa -1884 pts , Ftse -171 pts , Dax -293 pts , Cac -172 pts , Crude @ $102.56 brl (-0.53), Brent @ $105.94 brl (-0.00) , Gold @ 1853.50 (-5.10), Silver @ $21.775 (-0.04), Euro @ $1.0558, JPY @ $130.31, INR @ 77.355
Telegram @AlliesFin
*Today's Corporate Action*
*10th May Ex Date*
INDIAMART
Buy Back of Shares
LAURUSLABS
Interim Dividend - Rs. - 1.2000
*Today's Key Results/Board Meetings*
*10-May-22*
ARISINT
Audited Results;General
ASIANPAINT
Audited Results;Final Dividend
CERA
Audited Results;Dividend;General
CIPLA
Audited Results;Dividend;Quarterly Results
DEEPAKSP
Audited Results;Final Dividend
DIKSAT
Audited Results
ELANTAS
Quarterly Results
GUJGAS
Audited Results;Dividend
INSPIRISYS
Audited Results
KANSAINER
Audited Results;Final Dividend
NEULANDLAB
Audited Results;Final Dividend;General
POLYCAB
Audited Results;Dividend
STL
Audited Results;Final Dividend
TAJGVK
Audited Results
TDPOWERSYS
Audited Results;Final Dividend;Quarterly Results
TOKYOPLAST
Audited Results
VENKYS
Audited Results;Final Dividend
ZENSARTECH
Audited Results;Final Dividend;Quarterly Results
*Stock under F&O ban on NSE*
*10-May-22*
None
Nikkei -505 pts ,
Hangseng -701 pts ,
Now @6.56am .
Dow -653.57 pts ,Nsdq -521.41 pts, S&P
-132.10 pts , Bovespa -1884 pts , Ftse -171 pts , Dax -293 pts , Cac -172 pts , Crude @ $102.56 brl (-0.53), Brent @ $105.94 brl (-0.00) , Gold @ 1853.50 (-5.10), Silver @ $21.775 (-0.04), Euro @ $1.0558, JPY @ $130.31, INR @ 77.355
Telegram @AlliesFin
*Today's Corporate Action*
*10th May Ex Date*
INDIAMART
Buy Back of Shares
LAURUSLABS
Interim Dividend - Rs. - 1.2000
*Today's Key Results/Board Meetings*
*10-May-22*
ARISINT
Audited Results;General
ASIANPAINT
Audited Results;Final Dividend
CERA
Audited Results;Dividend;General
CIPLA
Audited Results;Dividend;Quarterly Results
DEEPAKSP
Audited Results;Final Dividend
DIKSAT
Audited Results
ELANTAS
Quarterly Results
GUJGAS
Audited Results;Dividend
INSPIRISYS
Audited Results
KANSAINER
Audited Results;Final Dividend
NEULANDLAB
Audited Results;Final Dividend;General
POLYCAB
Audited Results;Dividend
STL
Audited Results;Final Dividend
TAJGVK
Audited Results
TDPOWERSYS
Audited Results;Final Dividend;Quarterly Results
TOKYOPLAST
Audited Results
VENKYS
Audited Results;Final Dividend
ZENSARTECH
Audited Results;Final Dividend;Quarterly Results
*Stock under F&O ban on NSE*
*10-May-22*
None
Telegram @AlliesFin
• Severe Cyclone May Reach Near India’s Odisha Coast Tuesday
• India Central Bank Intervenes to Defend Rupee, Ready to Do More
o Rupee drops as much as 0.8% to 77.53 against the dollar
• Foreigners Make a Last Minute Dash for India’s Biggest IPO
• India, China Can Hike Russia Oil Imports by Min. 500kb/d: Rystad
• India Reaps Export Windfall as U.S., Europe Scamper for Fuel
o Refiners shipped gasoline, diesel at near-record volumes
• India’s Desperate Metal Makers Hunt for Coal Overseas
• Steel Rally in India Shows Signs of Fatigue, Crisil Says
• India Is Said to Review Controversial Colonial-Era Sedition Law
• Schroders $32 Billion India Partner Said to Face Regulator Probe
• Asian Paints to Report Results; Shares Down 11.9% YTD: Preview
• Cipla to Report Results; Shares Down 1.6% YTD: Preview
• Vodafone Idea to Report Results; Shares Down 41.0% YTD: Preview
• Emerging Market ETFs Rebound From Losses, Rise $174.4 Mln
• Global Funds Sell Net INR33.6B of India Stocks on Monday: NSE
o Domestic funds buy net 30.8b rupees of stocks
• Foreign Investors Sell Net INR46.2B of Indian Equities on May 6
• Foreigners Buy Net INR27.6B of Indian Equity Derivatives Monday
• India Wants RBI to Lower Bond Yields, Reuters Reports
• Raging severe cyclone Asani likely to weaken on nearing coast: PTI
• Dalmia Bharat (DALBHARA): 4Q Net Income 5.95B Rupees Vs. 6.27B Rupees Y/y
• Godrej Agrovet (GOAGRO): 4Q Net Income 1.22b rupees vs. 565.9m y/y, Beats est. 814.6m; Revenue +42% to 20.8b
• Gujarat Narmada (GNFC): 4Q Net Income 6.43B Rupees Vs. 3.11B Rupees Y/y; Revenue +60% to 27.7b
• HCL Technologies (HCLT): To Acquire Quest Informatics for INR150m
• Shipping Corp. (SCI): Approves Modification in Demerger Plan; Change Won’t Impact Shares Entitlement Ratio
• SRF (SRF): 4Q Net Income 6.06 b rupees, +59% y/y, estimate 5.78 b Beats Estimates
• Vedanta (VEDL): Zambia Has Agreed to End Litigation With Vedanta Over Mines
• Severe Cyclone May Reach Near India’s Odisha Coast Tuesday
• India Central Bank Intervenes to Defend Rupee, Ready to Do More
o Rupee drops as much as 0.8% to 77.53 against the dollar
• Foreigners Make a Last Minute Dash for India’s Biggest IPO
• India, China Can Hike Russia Oil Imports by Min. 500kb/d: Rystad
• India Reaps Export Windfall as U.S., Europe Scamper for Fuel
o Refiners shipped gasoline, diesel at near-record volumes
• India’s Desperate Metal Makers Hunt for Coal Overseas
• Steel Rally in India Shows Signs of Fatigue, Crisil Says
• India Is Said to Review Controversial Colonial-Era Sedition Law
• Schroders $32 Billion India Partner Said to Face Regulator Probe
• Asian Paints to Report Results; Shares Down 11.9% YTD: Preview
• Cipla to Report Results; Shares Down 1.6% YTD: Preview
• Vodafone Idea to Report Results; Shares Down 41.0% YTD: Preview
• Emerging Market ETFs Rebound From Losses, Rise $174.4 Mln
• Global Funds Sell Net INR33.6B of India Stocks on Monday: NSE
o Domestic funds buy net 30.8b rupees of stocks
• Foreign Investors Sell Net INR46.2B of Indian Equities on May 6
• Foreigners Buy Net INR27.6B of Indian Equity Derivatives Monday
• India Wants RBI to Lower Bond Yields, Reuters Reports
• Raging severe cyclone Asani likely to weaken on nearing coast: PTI
• Dalmia Bharat (DALBHARA): 4Q Net Income 5.95B Rupees Vs. 6.27B Rupees Y/y
• Godrej Agrovet (GOAGRO): 4Q Net Income 1.22b rupees vs. 565.9m y/y, Beats est. 814.6m; Revenue +42% to 20.8b
• Gujarat Narmada (GNFC): 4Q Net Income 6.43B Rupees Vs. 3.11B Rupees Y/y; Revenue +60% to 27.7b
• HCL Technologies (HCLT): To Acquire Quest Informatics for INR150m
• Shipping Corp. (SCI): Approves Modification in Demerger Plan; Change Won’t Impact Shares Entitlement Ratio
• SRF (SRF): 4Q Net Income 6.06 b rupees, +59% y/y, estimate 5.78 b Beats Estimates
• Vedanta (VEDL): Zambia Has Agreed to End Litigation With Vedanta Over Mines
SEBI | Changes to the Framework to Enable Verification of Upfront Collection of Margins from Clients in Cash and Derivatives segments - https://www.sebi.gov.in/legal/circulars/may-2022/changes-to-the-framework-to-enable-verification-of-upfront-collection-of-margins-from-clients-in-cash-and-derivatives-segments_58843.html
www.sebi.gov.in
SEBI | Changes to the Framework to Enable Verification of Upfront Collection of Margins from Clients in Cash and Derivatives segments
Securities and Exchange Board of India is made for protect the interests of investors in securities and to promote the development of, and to regulate the securities market and for matters connected therewith or incidental thereto
*SGX Nifty -87 pts (16135) from last trade 16222 ,*
Nikkei -44 pts ,
Hangseng -122 pts ,
Now @6.53am .
Dow -84.96 pts ,Nsdq +114.42 pts, S&P
+9.81 pts , Bovespa -140 pts , Ftse +26 pts , Dax +154 pts , Cac +30 pts , Crude @ $99.03 brl (-0.73), Brent @ $101.76 brl (-0.70) , Gold @ 1832.10 (-8.90), Silver @ $21.225 (-0.19), Euro @ $1.0532, JPY @ $130.33, INR @ 77.035
*Today's Corporate Action*
*11th May Ex Date*
APTECHT
Interim Dividend - Rs. - 5.0000
IRBINVIT
Income Distribution (InvIT)
THYROCARE
Interim Dividend - Rs. - 15.0000
*Today's Key Results/Board Meetings*
*11-May-22*
ADANIPORTS
Final Dividend;Audited Results
ALBERTDA
Dividend;Audited Results
AMALGAM
Quarterly Results;Audited Results
ARTEMISMED
Quarterly Results;Audited Results
BALAMINES
Final Dividend;Audited Results
BIRLACORPN
Dividend;Audited Results
BPL
General
BUTTERFLY
Audited Results
CENTENKA
Dividend;Audited Results
CHOLAHLDNG
Dividend;Audited Results
DIAMINESQ
Final Dividend;Audited Results
DICIND
Quarterly Results
GAL
Quarterly Results;Audited Results
HBEL
Audited Results
HITKITGLO
General
HSIL
Dividend;Audited Results;General
IMAGICAA
Increase in Authorised Capital;Preferential Issue of shares
INDIANB
Final Dividend;A.G.M.;Audited Results;General
JAMSHRI
Audited Results
JONJUA
Half Yearly Results;Audited Results
JSWISPL
Audited Results;General
KALYANKJIL
Quarterly Results;Audited Results
KENNAMET
Interim Dividend;Quarterly Results
KKCL
Interim Dividend;Audited Results
KLBRENG-B
Audited Results
KSB
Quarterly Results
LAXMIMACH
Audited Results
LLOYDSTEEL
Final Dividend;Quarterly Results;General
MAGADHSUGAR
A.G.M.;Dividend;Audited Results
MANORAMA
Quarterly Results;Audited Results;General
MARALOVER
Audited Results
MRPL
Final Dividend;Audited Results
NCC
Quarterly Results;Dividend;Audited Results
ORIENTCEM
Final Dividend;Audited Results
PARLEIND
General
PETRONET
Final Dividend;Audited Results
PICCADIL
Audited Results
PICCASUG
Audited Results
PNB
Dividend;Audited Results
PRSMJOHNSN
Audited Results
RADIXIND
Final Dividend;Quarterly Results
RELAXO
Final Dividend;Audited Result
RESONANCE
Dividend;Audited Results
RGRL
Audited Results;General
RJKMRFR
Quarterly Results;Audited Results
SAGCEM
Quarterly Results;Audited Results
SEJAL
Audited Results;General
SHRINIWAS
Quarterly Results;Audited Results
SKFINDIA
Quarterly Results;Dividend
SKIPPER
Dividend;Audited Results
SMARTLINK
Audited Results
SMIFS
Quarterly Results;Audited Results
SMLT
Final Dividend;Audited Results
SPICY
Audited Results
TIGERLOGS
Quarterly Results;Audited Results;General
TRISHAKT
Final Dividend;Stock Split;Audited Results
TTL
Audited Results
ZKOVALIN
Audited Results
ZPPOLYSA
Audited Results
*Stock under F&O ban on NSE*
*11-May-22*
None
Nikkei -44 pts ,
Hangseng -122 pts ,
Now @6.53am .
Dow -84.96 pts ,Nsdq +114.42 pts, S&P
+9.81 pts , Bovespa -140 pts , Ftse +26 pts , Dax +154 pts , Cac +30 pts , Crude @ $99.03 brl (-0.73), Brent @ $101.76 brl (-0.70) , Gold @ 1832.10 (-8.90), Silver @ $21.225 (-0.19), Euro @ $1.0532, JPY @ $130.33, INR @ 77.035
*Today's Corporate Action*
*11th May Ex Date*
APTECHT
Interim Dividend - Rs. - 5.0000
IRBINVIT
Income Distribution (InvIT)
THYROCARE
Interim Dividend - Rs. - 15.0000
*Today's Key Results/Board Meetings*
*11-May-22*
ADANIPORTS
Final Dividend;Audited Results
ALBERTDA
Dividend;Audited Results
AMALGAM
Quarterly Results;Audited Results
ARTEMISMED
Quarterly Results;Audited Results
BALAMINES
Final Dividend;Audited Results
BIRLACORPN
Dividend;Audited Results
BPL
General
BUTTERFLY
Audited Results
CENTENKA
Dividend;Audited Results
CHOLAHLDNG
Dividend;Audited Results
DIAMINESQ
Final Dividend;Audited Results
DICIND
Quarterly Results
GAL
Quarterly Results;Audited Results
HBEL
Audited Results
HITKITGLO
General
HSIL
Dividend;Audited Results;General
IMAGICAA
Increase in Authorised Capital;Preferential Issue of shares
INDIANB
Final Dividend;A.G.M.;Audited Results;General
JAMSHRI
Audited Results
JONJUA
Half Yearly Results;Audited Results
JSWISPL
Audited Results;General
KALYANKJIL
Quarterly Results;Audited Results
KENNAMET
Interim Dividend;Quarterly Results
KKCL
Interim Dividend;Audited Results
KLBRENG-B
Audited Results
KSB
Quarterly Results
LAXMIMACH
Audited Results
LLOYDSTEEL
Final Dividend;Quarterly Results;General
MAGADHSUGAR
A.G.M.;Dividend;Audited Results
MANORAMA
Quarterly Results;Audited Results;General
MARALOVER
Audited Results
MRPL
Final Dividend;Audited Results
NCC
Quarterly Results;Dividend;Audited Results
ORIENTCEM
Final Dividend;Audited Results
PARLEIND
General
PETRONET
Final Dividend;Audited Results
PICCADIL
Audited Results
PICCASUG
Audited Results
PNB
Dividend;Audited Results
PRSMJOHNSN
Audited Results
RADIXIND
Final Dividend;Quarterly Results
RELAXO
Final Dividend;Audited Result
RESONANCE
Dividend;Audited Results
RGRL
Audited Results;General
RJKMRFR
Quarterly Results;Audited Results
SAGCEM
Quarterly Results;Audited Results
SEJAL
Audited Results;General
SHRINIWAS
Quarterly Results;Audited Results
SKFINDIA
Quarterly Results;Dividend
SKIPPER
Dividend;Audited Results
SMARTLINK
Audited Results
SMIFS
Quarterly Results;Audited Results
SMLT
Final Dividend;Audited Results
SPICY
Audited Results
TIGERLOGS
Quarterly Results;Audited Results;General
TRISHAKT
Final Dividend;Stock Split;Audited Results
TTL
Audited Results
ZKOVALIN
Audited Results
ZPPOLYSA
Audited Results
*Stock under F&O ban on NSE*
*11-May-22*
None
US stocks continued to struggle and trade volatile ahead of crucial inflation read. Stocks rallied at the open but erased some part of gains towards the close. Nasdaq traded almost 3.00% higher in early trade but closed with gains of 0.98%, S&P added 0.25% but Dow closed with cuts of 0.26%, its fourth day of losses.
US dollar index traded flat near 103.88, 10 year traded near 2.98% and Cboe Vix eased a bit below 33.
Crude futures continued to trade down on growth concerns, WTI traded below 100, Brent below 102.
Indian stocks closed lower for the third straight session on Tuesday as last hour selling erased intraday gains. Nifty lost 0.38%, Sensex gave up 0.19%. Mid and Small cap stocks saw heavy losses as markets moved further down.
Markets may continue to remain volatile. For the near term stocks are ready for dead cat bounce as some of them have turned extremely oversold and as per the past history these bounces / counter trend rallies are very powerful and have potential to recover large part of losses. Participants may now look for those quick recoveries for next few days in individual names where stocks have turned oversold.
Telegram @AlliesFin
(all prices mentioned above are as on 4.56 am IST)
US dollar index traded flat near 103.88, 10 year traded near 2.98% and Cboe Vix eased a bit below 33.
Crude futures continued to trade down on growth concerns, WTI traded below 100, Brent below 102.
Indian stocks closed lower for the third straight session on Tuesday as last hour selling erased intraday gains. Nifty lost 0.38%, Sensex gave up 0.19%. Mid and Small cap stocks saw heavy losses as markets moved further down.
Markets may continue to remain volatile. For the near term stocks are ready for dead cat bounce as some of them have turned extremely oversold and as per the past history these bounces / counter trend rallies are very powerful and have potential to recover large part of losses. Participants may now look for those quick recoveries for next few days in individual names where stocks have turned oversold.
Telegram @AlliesFin
(all prices mentioned above are as on 4.56 am IST)
Q4FY22 Important Results Calendar
Today
May 11, 2022
Derivative Segment
• Adani Ports and SEZ Ltd
• Petronet LNG Ltd
• Punjab National Bank
Cash Segment
• Birla Corporation Ltd
• Orient Cement Ltd
• Cholamandalam Financial Holdings Ltd
• Prism Johnson Ltd
• Mangalore Refinery & Petrochemicals Ltd
• Relaxo Footwears Ltd
May 12, 2022
Derivative Segment
• Aditya Birla Capital Ltd
• Apollo Tyres Ltd
• Honeywell Automation India Ltd
• Tata Motors Ltd
• Gujarat State Petronet Ltd.
• Larsen & Toubro Ltd
• RBL Bank Ltd
• SIEMENS Ltd
Cash Segment
• Poonawalla Fincorp Ltd
• Ujjivan Small Finance Bank Ltd
• Mindspace Business Parks REIT
May 13, 2022
Derivative Segment
• Alkem Laboratories Ltd
• State Bank of India
• Balkrishna Industries Ltd
• Bandhan Bank Ltd
• Bank of Baroda Ltd
• Eicher Motors Ltd
• Tech Mahindra Ltd
• Escorts Ltd
• Hindustan Aeronautics Ltd
Cash Segment
• Union Bank of India
May 14, 2022
Cash Segment
• Avenue Supermarts Ltd
May 16, 2022
Derivative Segment
• Bharat Forge Ltd
• MCX of India Ltd
Cash Segment
• Glaxosmithkline Pharmaceuticals Ltd
• V.I.P. Industries Ltd
May 17, 2022
Derivative Segment
• Abbott India Ltd
• Bharti Airtel Ltd
• Indian Oil Corporation Ltd
• Dr. Lal Pathlabs Ltd
• Pi Industries Ltd
Cash Segment
• E.I.D.-Parry (India) Ltd
• Kajaria Ceramics Ltd
May 18, 2022
Derivative Segment
• Granules India Ltd
• ITC Ltd
• Lupin Ltd
• Pidilite Industries Ltd
• Manappuram Finance Ltd
Cash Segment
• Gujarat Pipavav Port Ltd
• Teamlease Services Ltd
May 19, 2022
Derivative Segment
• Ashok Leyland Ltd
• Dr. Reddy's Laboratories Ltd
• Chambal Fertilisers & Chemicals Ltd
• Container Corporation Of India Ltd
• Godrej Consumer Products Ltd
• BOSCH Ltd
Cash Segment
• Gland Pharma Ltd
• Alkyl Amines Chemicals Ltd
May 20, 2022
Derivative Segment
• IDFC Ltd
• Amara Raja Batteries Ltd
Cash Segment
• Indigo Paints Ltd
• IRFC Ltd
May 21, 2022
Derivative Segment
• Shree Cement Ltd
May 23, 2022
Derivative Segment
• The Ramco Cements Ltd
• Bharat Electronics Ltd
May 25, 2022
Derivative Segment
• Apollo Hospitals Enterprise Ltd
• Torrent Pharmaceuticals Ltd
Cash Segment
• NHPC Ltd
• HEG Ltd
• Deepak Fertilisers & Petrochemicals Corp Ltd
May 26, 2022
Derivative Segment
• Page Industries Ltd.
Cash Segment
• Gujarat State Fertilizers & Chemicals Ltd
May 27, 2022
Derivative Segment
• JSW Steel Ltd
Cash Segment
• TCI Express Ltd
Today
May 11, 2022
Derivative Segment
• Adani Ports and SEZ Ltd
• Petronet LNG Ltd
• Punjab National Bank
Cash Segment
• Birla Corporation Ltd
• Orient Cement Ltd
• Cholamandalam Financial Holdings Ltd
• Prism Johnson Ltd
• Mangalore Refinery & Petrochemicals Ltd
• Relaxo Footwears Ltd
May 12, 2022
Derivative Segment
• Aditya Birla Capital Ltd
• Apollo Tyres Ltd
• Honeywell Automation India Ltd
• Tata Motors Ltd
• Gujarat State Petronet Ltd.
• Larsen & Toubro Ltd
• RBL Bank Ltd
• SIEMENS Ltd
Cash Segment
• Poonawalla Fincorp Ltd
• Ujjivan Small Finance Bank Ltd
• Mindspace Business Parks REIT
May 13, 2022
Derivative Segment
• Alkem Laboratories Ltd
• State Bank of India
• Balkrishna Industries Ltd
• Bandhan Bank Ltd
• Bank of Baroda Ltd
• Eicher Motors Ltd
• Tech Mahindra Ltd
• Escorts Ltd
• Hindustan Aeronautics Ltd
Cash Segment
• Union Bank of India
May 14, 2022
Cash Segment
• Avenue Supermarts Ltd
May 16, 2022
Derivative Segment
• Bharat Forge Ltd
• MCX of India Ltd
Cash Segment
• Glaxosmithkline Pharmaceuticals Ltd
• V.I.P. Industries Ltd
May 17, 2022
Derivative Segment
• Abbott India Ltd
• Bharti Airtel Ltd
• Indian Oil Corporation Ltd
• Dr. Lal Pathlabs Ltd
• Pi Industries Ltd
Cash Segment
• E.I.D.-Parry (India) Ltd
• Kajaria Ceramics Ltd
May 18, 2022
Derivative Segment
• Granules India Ltd
• ITC Ltd
• Lupin Ltd
• Pidilite Industries Ltd
• Manappuram Finance Ltd
Cash Segment
• Gujarat Pipavav Port Ltd
• Teamlease Services Ltd
May 19, 2022
Derivative Segment
• Ashok Leyland Ltd
• Dr. Reddy's Laboratories Ltd
• Chambal Fertilisers & Chemicals Ltd
• Container Corporation Of India Ltd
• Godrej Consumer Products Ltd
• BOSCH Ltd
Cash Segment
• Gland Pharma Ltd
• Alkyl Amines Chemicals Ltd
May 20, 2022
Derivative Segment
• IDFC Ltd
• Amara Raja Batteries Ltd
Cash Segment
• Indigo Paints Ltd
• IRFC Ltd
May 21, 2022
Derivative Segment
• Shree Cement Ltd
May 23, 2022
Derivative Segment
• The Ramco Cements Ltd
• Bharat Electronics Ltd
May 25, 2022
Derivative Segment
• Apollo Hospitals Enterprise Ltd
• Torrent Pharmaceuticals Ltd
Cash Segment
• NHPC Ltd
• HEG Ltd
• Deepak Fertilisers & Petrochemicals Corp Ltd
May 26, 2022
Derivative Segment
• Page Industries Ltd.
Cash Segment
• Gujarat State Fertilizers & Chemicals Ltd
May 27, 2022
Derivative Segment
• JSW Steel Ltd
Cash Segment
• TCI Express Ltd
Stocks in News
Shriram City union: Promoter group bought 4.18 lakh shares of company (Positive)
Electrosteel Castings: The company clocked 67.2 percent YoY growth in consolidated profit at Rs 113 crore in the March quarter. (Positive)
Neuland Laboratories: The company recorded 26 percent year-on-year growth in consolidated profit at Rs 21.8 crore (Positive)
Gujarat Gas: 4Q Net Income +27% Y/y to 4.44b rupees, Est. 2.6b (Positive)
Wipro: The IT services company has extended its strategic agreement with Crédit Agricole CIB, the corporate and investment bank division of Crédit Agricole Group (Positive)
MTAR Technologies: Approves Buying Gee Pee Aerospace for INR88.2m (Positive)
Rites: Wins $12.63m Consultancy Order in Ghana (Positive)
Tata Motors: Closer to 5,450 E-Bus Contract After Court Verdict (Positive)
G R Infraprojects: Subsidiary has executed a concession agreement with the NHAI for a road project in Madhya Pradesh. (Positive)
Mahananagar Gas: 4Q net income 1.32 billion rupees, -38% y/y, estimate 1.34 billion rupees (Neutral)
State Bank of India: SBI Approves Raising Up to $2B Via Bonds in FY23 (Neutral)
Max Financial: 4Q Net Income +89% Y/y to 1.18b rupees (Neutral)
Torrent Power: 4Q Net Loss 4.88b rupees vs. profit 3.97b y/y, Misses est. profit 3.76b; 4Q has exceptional loss of INR13B (Neutral)
Vodafone Idea: 4Q Net Loss 65.6B Rupees, Est. Loss 67.38B Rupees (Neutral)
Zensar Technologies: Sachin Zute has been appointed as the company's Chief Financial Officer. (Neutral)
Tata steel to grow organically, new acquisitions unlikely this decade: MD: PTI. (Neutral)
Aurobindo Pharma: Issued Six Observations on Hyderabad Unit (Negative)
Cipla: 4Q Net Income -12% Y/y to 3.62b rupees; Revenue +14% to 52.6b. (Negative)
Kansai Nerolac: 4Q Net Income -81% Y/y to 245.3m rupees, Est. 1.14b (Negative)
Welspun India: The company reported a 62 percent year-on-year fall in consolidated profit at Rs 51.25 crore in the quarter ended March (Negative)
Jammu & Kashmir Bank: The Central Bureau of Investigation (CBI) on Tuesday conducted searches at multiple locations (Negative)
Shriram City union: Promoter group bought 4.18 lakh shares of company (Positive)
Electrosteel Castings: The company clocked 67.2 percent YoY growth in consolidated profit at Rs 113 crore in the March quarter. (Positive)
Neuland Laboratories: The company recorded 26 percent year-on-year growth in consolidated profit at Rs 21.8 crore (Positive)
Gujarat Gas: 4Q Net Income +27% Y/y to 4.44b rupees, Est. 2.6b (Positive)
Wipro: The IT services company has extended its strategic agreement with Crédit Agricole CIB, the corporate and investment bank division of Crédit Agricole Group (Positive)
MTAR Technologies: Approves Buying Gee Pee Aerospace for INR88.2m (Positive)
Rites: Wins $12.63m Consultancy Order in Ghana (Positive)
Tata Motors: Closer to 5,450 E-Bus Contract After Court Verdict (Positive)
G R Infraprojects: Subsidiary has executed a concession agreement with the NHAI for a road project in Madhya Pradesh. (Positive)
Mahananagar Gas: 4Q net income 1.32 billion rupees, -38% y/y, estimate 1.34 billion rupees (Neutral)
State Bank of India: SBI Approves Raising Up to $2B Via Bonds in FY23 (Neutral)
Max Financial: 4Q Net Income +89% Y/y to 1.18b rupees (Neutral)
Torrent Power: 4Q Net Loss 4.88b rupees vs. profit 3.97b y/y, Misses est. profit 3.76b; 4Q has exceptional loss of INR13B (Neutral)
Vodafone Idea: 4Q Net Loss 65.6B Rupees, Est. Loss 67.38B Rupees (Neutral)
Zensar Technologies: Sachin Zute has been appointed as the company's Chief Financial Officer. (Neutral)
Tata steel to grow organically, new acquisitions unlikely this decade: MD: PTI. (Neutral)
Aurobindo Pharma: Issued Six Observations on Hyderabad Unit (Negative)
Cipla: 4Q Net Income -12% Y/y to 3.62b rupees; Revenue +14% to 52.6b. (Negative)
Kansai Nerolac: 4Q Net Income -81% Y/y to 245.3m rupees, Est. 1.14b (Negative)
Welspun India: The company reported a 62 percent year-on-year fall in consolidated profit at Rs 51.25 crore in the quarter ended March (Negative)
Jammu & Kashmir Bank: The Central Bureau of Investigation (CBI) on Tuesday conducted searches at multiple locations (Negative)
Bulk Deal & Insider Trade Update
Bulk Deals
*INTERNATIONAL CONVEYORS LTD.: I G E (India) Private Limited Buy 2000000 Shares @ Rs. 72.2
*INTERNATIONAL CONVEYORS LTD.: Yamini Dabriwala Sell 1000000 Shares @ Rs. 72.4
*INTERNATIONAL CONVEYORS LTD.: Surbhit Dabriwala Sell 1000000 Shares @ Rs. 72
Ashika
Insider Trade
Acquisition
*JAGDISH KUMAR ARORA Promoter Acquisition 28000 shares of Som Distilleries & Breweries Ltd. on 09-May-22
*Gauriputra Investments and Trading Company Private Limited Promoter Group Acquisition 400 shares of Apcotex Industries Ltd. on 10-May-22
*Shriram Value Services Limited Promoter Group Acquisition 418299 shares of Shriram City Union Finance Ltd.
*Pavan Kumar Jain Director Acquisition 150000 shares of Inox Leisure Ltd. on 09-May-22
Pledge
*K NITYANANDA REDDY Promoter Pledge 700000 shares of Aurobindo Pharma Ltd. on 06-May-22
Revoke
*OPJ Trading Private Limited Promoter Group Revoke 422000 shares of Jindal Steel & Power Ltd. on 04-May-22
Bulk Deals
*INTERNATIONAL CONVEYORS LTD.: I G E (India) Private Limited Buy 2000000 Shares @ Rs. 72.2
*INTERNATIONAL CONVEYORS LTD.: Yamini Dabriwala Sell 1000000 Shares @ Rs. 72.4
*INTERNATIONAL CONVEYORS LTD.: Surbhit Dabriwala Sell 1000000 Shares @ Rs. 72
Ashika
Insider Trade
Acquisition
*JAGDISH KUMAR ARORA Promoter Acquisition 28000 shares of Som Distilleries & Breweries Ltd. on 09-May-22
*Gauriputra Investments and Trading Company Private Limited Promoter Group Acquisition 400 shares of Apcotex Industries Ltd. on 10-May-22
*Shriram Value Services Limited Promoter Group Acquisition 418299 shares of Shriram City Union Finance Ltd.
*Pavan Kumar Jain Director Acquisition 150000 shares of Inox Leisure Ltd. on 09-May-22
Pledge
*K NITYANANDA REDDY Promoter Pledge 700000 shares of Aurobindo Pharma Ltd. on 06-May-22
Revoke
*OPJ Trading Private Limited Promoter Group Revoke 422000 shares of Jindal Steel & Power Ltd. on 04-May-22
Economic Times
Ø CMS Info Systems eyes 70% topline growth by FY25
Ø Atria Power likely to raise up to $300M at nearly $1B valuation
Ø Holcim deal talks with Adani, JSW enter last leg
Ø Future Retail may not have been in breach of SIAC ruling: High Court
Ø FPI bets tilt most on the side of bears since 2020
Ø Delhivery offers exposure to fast growing logistics opportunity in the country
Ø MK Agrotech ties up with WeCare to boost edible oil production
Ø Edible oil consumption down due to heatwave in the country
Ø Consumer goods makers face additional pressure of depreciating rupee
Ø Intellect Design Arena to strive for 20%+ revenue growth, says MD Arun Jain
Ø GAIL to sell 'pooled' natural gas to city gas distributors
Ø Green hydrogen to be a focus area: Actis PE
Business Standard
Ø Elon Musk says he would reverse Twitter's ban of Donald Trump
Ø Putin preparing for prolonged conflict in Ukraine, says US spy chief
Ø Equity MFs inflows dip 44% month-on-month in April as volatility bites
Ø JSW Group's Sajjan Jindal bets $4.5 bn of his wealth on Ambuja Cements
Ø Paytm CEO asks Elon Musk to deliver first Tesla car in India at Taj Mahal
Ø Impact of RBI's repo rate hike on borrowers, investors and the economy
Ø Vodafone Idea's loss narrows to Rs 6,563 cr in Q4; ARPU improves
Ø Tata Steel's Europe bet pays off after 15 years and major cost takeout
Ø Home ministry grants clearance to Jet Airways after successful test flight
Ø RIL sees gas prices rising in Oct; says revenue grew 3.5 times in FY21-22
Financial Express
Ø NCLAT asks Jet Airways to vacate office from Mack Star Marketing’s premises
Ø Venus Pipes & Tubes raises Rs 49 crore from anchor investors
Ø SBI hikes interest rates on bulk term deposits by 40-90 basis points
Ø Shipping Corp board approves changes in demerger scheme for non-core assets
Ø Prudent Corporate IPO gets 36% subscription on first day of offer
Ø CMS Info Systems eyes 70% topline growth by FY25
Ø Atria Power likely to raise up to $300M at nearly $1B valuation
Ø Holcim deal talks with Adani, JSW enter last leg
Ø Future Retail may not have been in breach of SIAC ruling: High Court
Ø FPI bets tilt most on the side of bears since 2020
Ø Delhivery offers exposure to fast growing logistics opportunity in the country
Ø MK Agrotech ties up with WeCare to boost edible oil production
Ø Edible oil consumption down due to heatwave in the country
Ø Consumer goods makers face additional pressure of depreciating rupee
Ø Intellect Design Arena to strive for 20%+ revenue growth, says MD Arun Jain
Ø GAIL to sell 'pooled' natural gas to city gas distributors
Ø Green hydrogen to be a focus area: Actis PE
Business Standard
Ø Elon Musk says he would reverse Twitter's ban of Donald Trump
Ø Putin preparing for prolonged conflict in Ukraine, says US spy chief
Ø Equity MFs inflows dip 44% month-on-month in April as volatility bites
Ø JSW Group's Sajjan Jindal bets $4.5 bn of his wealth on Ambuja Cements
Ø Paytm CEO asks Elon Musk to deliver first Tesla car in India at Taj Mahal
Ø Impact of RBI's repo rate hike on borrowers, investors and the economy
Ø Vodafone Idea's loss narrows to Rs 6,563 cr in Q4; ARPU improves
Ø Tata Steel's Europe bet pays off after 15 years and major cost takeout
Ø Home ministry grants clearance to Jet Airways after successful test flight
Ø RIL sees gas prices rising in Oct; says revenue grew 3.5 times in FY21-22
Financial Express
Ø NCLAT asks Jet Airways to vacate office from Mack Star Marketing’s premises
Ø Venus Pipes & Tubes raises Rs 49 crore from anchor investors
Ø SBI hikes interest rates on bulk term deposits by 40-90 basis points
Ø Shipping Corp board approves changes in demerger scheme for non-core assets
Ø Prudent Corporate IPO gets 36% subscription on first day of offer
👍1
Mkt. Updates :
SGX Nifty -205 pts (15999) from last trade 16204 ,
Nikkei -272 pts ,
Hangseng -268 pts ,
Now @6.55am .
Dow -326.63 pts ,Nsdq -373.43 pts, S&P
-65.67 pts , Bovespa +1286 pts , Ftse +104 pts , Dax +293 pts , Cac +152 pts , Crude @ $105.69 brl (-0.02), Brent @ $107.51 brl (-0.00) , Gold @ 1854.40 (+0.70), Silver @ $21.56 (-0.01), Euro @ $1.0512, JPY @ $129.86, INR @ 77.415
US GOVT. 10-YEAR YIELD : 2.89%
Today's Corporate Action, 12 May Ex Date :
COASTCORP
Interim Dividend - Rs. - 2.0000
HDFCBANK
Final Dividend - Rs. - 15.5000
INDIANCARD
Special Dividend - Rs. - 25.0000
PGHL
Interim Dividend - Rs. - 41.0000
SINCLAIR
Buy Back of Shares
VIKRAMTH
Bonus issue 4:1
VISAGAR
E.G.M.
Today's Key Results/Board Meetings, 12-May-22 :
AARTECH
Half Yearly Results;Interim Dividend;Dividend;Audited Results;General
ABCAPITAL
Audited Results
AGIOPAPER
General
ANURAS
Final Dividend;Audited Results
APCL
Final Dividend;Right Issue of Equity Shares;Audited Results
APOLLOTYRE
Dividend;Audited Results;General
ARCHITORG
Final Dividend;Audited Results
AVANTI
Dividend;Audited Results
BABA
Quarterly Results;Audited Results
BRIGADE
Final Dividend;Audited Results
CAPPL
Interim Dividend;Audited Results
CAPRIHANS
Audited Results
COFORGE
Interim Dividend;Audited Results
CONFIPET
Issue Of Warrants;General;Preferential Issue of shares
COSMOFE
Audited Results
CREDITACC
Audited Results
FERVENTSYN
Audited Results
FOSECOIND
Quarterly Results
GANESHHOUC
Audited Results
GANGESSEC
Dividend;Audited Results
GCKL
Audited Results
GENUSPOWER
Audited Results
GILLANDERS
Quarterly Results;Audited Results
GLOSTERLTD
Dividend;Audited Results
GREAVESCOT
Final Dividend;Audited Results
GSPL
Dividend;Audited Results
HARDCAS
Audited Results;General
HCC
Audited Results
HONAUT
Dividend;Audited Results
HPAL
Audited Results
ICRA
Dividend;Audited Results
INANI
Dividend;Audited Results
INNOVATORS
Half Yearly Results;Audited Results
J&KBANK
Quarterly Results;Audited Results
JMCPROJECT
Final Dividend;Audited Results;General
JOLYPLS
General
JOSTS
Audited Results
KAYCEEI
Final Dividend;Audited Results
KICL
Audited Results
KSL
Dividend;Audited Results
LT
Final Dividend;Audited Results
LUMAXTECH
Final Dividend;Audited Results;General
MATRIMONY
Final Dividend;Buy Back of Shares;Audited Results
MENONBE
Audited Results
MINDSPACE
Quarterly Results;Dividend
NACLIND
Final Dividend;Quarterly Results;Audited Results
NATPEROX
Audited Results
NETPIX
Audited Results
NITINSPIN
Dividend;Audited Results
NUTRICIRCLE
Audited Results;General
ODYSSEY
Quarterly Results;Audited Results
ORCHIDPHAR
Audited Results
OSWALEA
Audited Results
PALASHSEC
Dividend;Audited Results
PARAGONF
Quarterly Results
PML
Audited Results
POONAWALLA
Final Dividend;Audited Results
PRADPME
Final Dividend;Audited Results
PTL
Dividend;Audited Results
RBLBANK
Audited Results
RSCINT
Audited Results
RTNPOWER
Audited Results
SFL
Employees Stock Option Plan;Audited Results
SIEMENS
Quarterly Results
SKYLMILAR
Audited Results
SOUTHBANK
Audited Results
SPENCER
Audited Results
SURBHIN
Audited Results
SYSCHEM
Preferential Issue of shares
TATAMOTORS
Quarterly Results;Audited Results
TCFCFINQ
Dividend;Audited Results
THIRDFIN
Audited Results
TIINDIA
Final Dividend;Audited Results;General
TRANOCE
Quarterly Results;Audited Results
TVTODAY
Final Dividend;Audited Results
UJJIVANSFB
Audited Results
VARDHMAN
Audited Results
VIDHIING
Final Dividend;Quarterly Results;Audited Results
VIMTALABS
Dividend;Audited Results
WATERBASE
Quarterly Results;Dividend;Audited Results
WELENT
Audited Results
WINDLAS
Audited Results
SEC IN F&O BAN FOR, 12 MAY, 2022 :
IBULHSGFIN
ADDITION : IBULHSGFIN
DELETION : NIL
SGX Nifty -205 pts (15999) from last trade 16204 ,
Nikkei -272 pts ,
Hangseng -268 pts ,
Now @6.55am .
Dow -326.63 pts ,Nsdq -373.43 pts, S&P
-65.67 pts , Bovespa +1286 pts , Ftse +104 pts , Dax +293 pts , Cac +152 pts , Crude @ $105.69 brl (-0.02), Brent @ $107.51 brl (-0.00) , Gold @ 1854.40 (+0.70), Silver @ $21.56 (-0.01), Euro @ $1.0512, JPY @ $129.86, INR @ 77.415
US GOVT. 10-YEAR YIELD : 2.89%
Today's Corporate Action, 12 May Ex Date :
COASTCORP
Interim Dividend - Rs. - 2.0000
HDFCBANK
Final Dividend - Rs. - 15.5000
INDIANCARD
Special Dividend - Rs. - 25.0000
PGHL
Interim Dividend - Rs. - 41.0000
SINCLAIR
Buy Back of Shares
VIKRAMTH
Bonus issue 4:1
VISAGAR
E.G.M.
Today's Key Results/Board Meetings, 12-May-22 :
AARTECH
Half Yearly Results;Interim Dividend;Dividend;Audited Results;General
ABCAPITAL
Audited Results
AGIOPAPER
General
ANURAS
Final Dividend;Audited Results
APCL
Final Dividend;Right Issue of Equity Shares;Audited Results
APOLLOTYRE
Dividend;Audited Results;General
ARCHITORG
Final Dividend;Audited Results
AVANTI
Dividend;Audited Results
BABA
Quarterly Results;Audited Results
BRIGADE
Final Dividend;Audited Results
CAPPL
Interim Dividend;Audited Results
CAPRIHANS
Audited Results
COFORGE
Interim Dividend;Audited Results
CONFIPET
Issue Of Warrants;General;Preferential Issue of shares
COSMOFE
Audited Results
CREDITACC
Audited Results
FERVENTSYN
Audited Results
FOSECOIND
Quarterly Results
GANESHHOUC
Audited Results
GANGESSEC
Dividend;Audited Results
GCKL
Audited Results
GENUSPOWER
Audited Results
GILLANDERS
Quarterly Results;Audited Results
GLOSTERLTD
Dividend;Audited Results
GREAVESCOT
Final Dividend;Audited Results
GSPL
Dividend;Audited Results
HARDCAS
Audited Results;General
HCC
Audited Results
HONAUT
Dividend;Audited Results
HPAL
Audited Results
ICRA
Dividend;Audited Results
INANI
Dividend;Audited Results
INNOVATORS
Half Yearly Results;Audited Results
J&KBANK
Quarterly Results;Audited Results
JMCPROJECT
Final Dividend;Audited Results;General
JOLYPLS
General
JOSTS
Audited Results
KAYCEEI
Final Dividend;Audited Results
KICL
Audited Results
KSL
Dividend;Audited Results
LT
Final Dividend;Audited Results
LUMAXTECH
Final Dividend;Audited Results;General
MATRIMONY
Final Dividend;Buy Back of Shares;Audited Results
MENONBE
Audited Results
MINDSPACE
Quarterly Results;Dividend
NACLIND
Final Dividend;Quarterly Results;Audited Results
NATPEROX
Audited Results
NETPIX
Audited Results
NITINSPIN
Dividend;Audited Results
NUTRICIRCLE
Audited Results;General
ODYSSEY
Quarterly Results;Audited Results
ORCHIDPHAR
Audited Results
OSWALEA
Audited Results
PALASHSEC
Dividend;Audited Results
PARAGONF
Quarterly Results
PML
Audited Results
POONAWALLA
Final Dividend;Audited Results
PRADPME
Final Dividend;Audited Results
PTL
Dividend;Audited Results
RBLBANK
Audited Results
RSCINT
Audited Results
RTNPOWER
Audited Results
SFL
Employees Stock Option Plan;Audited Results
SIEMENS
Quarterly Results
SKYLMILAR
Audited Results
SOUTHBANK
Audited Results
SPENCER
Audited Results
SURBHIN
Audited Results
SYSCHEM
Preferential Issue of shares
TATAMOTORS
Quarterly Results;Audited Results
TCFCFINQ
Dividend;Audited Results
THIRDFIN
Audited Results
TIINDIA
Final Dividend;Audited Results;General
TRANOCE
Quarterly Results;Audited Results
TVTODAY
Final Dividend;Audited Results
UJJIVANSFB
Audited Results
VARDHMAN
Audited Results
VIDHIING
Final Dividend;Quarterly Results;Audited Results
VIMTALABS
Dividend;Audited Results
WATERBASE
Quarterly Results;Dividend;Audited Results
WELENT
Audited Results
WINDLAS
Audited Results
SEC IN F&O BAN FOR, 12 MAY, 2022 :
IBULHSGFIN
ADDITION : IBULHSGFIN
DELETION : NIL
• India Central Bank Said to Be Raising Inflation Forecast in June
• India RBI Said to Be Open to Steps Aimed at Cooling Bond Yields
o Yields have fallen in recent days on talk of RBI support
• Google Joins Amazon in Mulling a Bid for Coveted Cricket Event
o Amazon, Reliance, Disney and Sony are also interested in IPL
• Hindalco Plans $2.5 Billion US Aluminum Recycling Mill
• Indian Railways, Cos Pledge 415 Rakes/Day Domestic Coal Loading
• India Asks REC, PFC to Help Revive Some Stressed Power Plants
• Russia Can Ship More Sunoil to India to Fill Ukranian Supply Gap
• India State Fuel Retailers Sign Pact for Ethanol Purchase
• India Sees LNG Regasification Capacity Increasing 55% by 2025
• RBI Support Speculation Spurs Rally in Indian Government Bonds
• India’s Borrowing Costs Rise at Weekly Treasury-Bill Auction
• Coinbase Halted India Service Due to Pressure from Central Bank
• India’s SEBI Mulls Allowing Pre-Filing of IPO Offer Documents
o SEBI Eyeing Cuts to IPO Listing Timeline: Bankers’ Group
• Gold Consumption in India Seen Picking Up This Quarter: Kalyan
• Heat Waves to Continue in Some Indian States Until Saturday
• Global Funds Sell Net INR36.1B of India Stocks Wednesday: NSE
o Domestic funds buy net 41.8b rupees of stocks
• Foreign Investors Sell Net INR34.8B of India Equities on Tuesday
• Jordan Buys 60k Tons of Wheat From India
• Droughts, Flooding and Heat Follow War as Next Test for Wheat
• India May Buy 65,000 Tons of Sunoil a Month From Russia: Bajoria
• India 2021-22 Sugar Output Seen Rising to 35m Tons: Association
• BRICS 1Q GDP Forecast Rises in Past Week; India Seen at 4.0%
• Indian Govt may impose export controls on wheat by June: Moneycontrol
• Adani Enterprises (ADE): Incorporates Kutch Fertilizers to Make & Sell Fertilizers
• Hindalco Industries (HNDL): Novelis to Build $2.5B Aluminum Recycling, Rolling Plant in US
• Indian Bank (INBK): 4Q Net Income -43% Y/y to 9.8b rupees, Beats Est. 7.6b; Gross NPA 8.47% vs. 9.13% q/q; to pay 6.5 rupees/share as dividend
• IndusInd Bank (IIB): Acquired 14.56m Birla Tyres Shares on Pledge Invocation
• Macrotech Developers (LODHA): Plans Green Infra Platform With Ivanhoé Cambridge, Bain
• Petronet LNG (PLNG): 4Q Net Income +20% Y/y to 7.5b rupees, Misses Est. 8.09b; Revenue +47% to 111.6b
• Punjab National Bank (PNB): 4Q Net income 2.02 billion rupees, -66% y/y, estimate 12.5 billion rupees; Gross non-performing assets 11.8% vs. 12.9% q/q
• SKF India (SKF): 4Q Net Income 1.09B Rupees Vs. 1.05B Rupees Y/y
• India RBI Said to Be Open to Steps Aimed at Cooling Bond Yields
o Yields have fallen in recent days on talk of RBI support
• Google Joins Amazon in Mulling a Bid for Coveted Cricket Event
o Amazon, Reliance, Disney and Sony are also interested in IPL
• Hindalco Plans $2.5 Billion US Aluminum Recycling Mill
• Indian Railways, Cos Pledge 415 Rakes/Day Domestic Coal Loading
• India Asks REC, PFC to Help Revive Some Stressed Power Plants
• Russia Can Ship More Sunoil to India to Fill Ukranian Supply Gap
• India State Fuel Retailers Sign Pact for Ethanol Purchase
• India Sees LNG Regasification Capacity Increasing 55% by 2025
• RBI Support Speculation Spurs Rally in Indian Government Bonds
• India’s Borrowing Costs Rise at Weekly Treasury-Bill Auction
• Coinbase Halted India Service Due to Pressure from Central Bank
• India’s SEBI Mulls Allowing Pre-Filing of IPO Offer Documents
o SEBI Eyeing Cuts to IPO Listing Timeline: Bankers’ Group
• Gold Consumption in India Seen Picking Up This Quarter: Kalyan
• Heat Waves to Continue in Some Indian States Until Saturday
• Global Funds Sell Net INR36.1B of India Stocks Wednesday: NSE
o Domestic funds buy net 41.8b rupees of stocks
• Foreign Investors Sell Net INR34.8B of India Equities on Tuesday
• Jordan Buys 60k Tons of Wheat From India
• Droughts, Flooding and Heat Follow War as Next Test for Wheat
• India May Buy 65,000 Tons of Sunoil a Month From Russia: Bajoria
• India 2021-22 Sugar Output Seen Rising to 35m Tons: Association
• BRICS 1Q GDP Forecast Rises in Past Week; India Seen at 4.0%
• Indian Govt may impose export controls on wheat by June: Moneycontrol
• Adani Enterprises (ADE): Incorporates Kutch Fertilizers to Make & Sell Fertilizers
• Hindalco Industries (HNDL): Novelis to Build $2.5B Aluminum Recycling, Rolling Plant in US
• Indian Bank (INBK): 4Q Net Income -43% Y/y to 9.8b rupees, Beats Est. 7.6b; Gross NPA 8.47% vs. 9.13% q/q; to pay 6.5 rupees/share as dividend
• IndusInd Bank (IIB): Acquired 14.56m Birla Tyres Shares on Pledge Invocation
• Macrotech Developers (LODHA): Plans Green Infra Platform With Ivanhoé Cambridge, Bain
• Petronet LNG (PLNG): 4Q Net Income +20% Y/y to 7.5b rupees, Misses Est. 8.09b; Revenue +47% to 111.6b
• Punjab National Bank (PNB): 4Q Net income 2.02 billion rupees, -66% y/y, estimate 12.5 billion rupees; Gross non-performing assets 11.8% vs. 12.9% q/q
• SKF India (SKF): 4Q Net Income 1.09B Rupees Vs. 1.05B Rupees Y/y
Stocks in News
Birla Corporation: The company reported a 55.4 percent year-on-year decline in consolidated profit at Rs 111 crore for the quarter ended March 2022, impacted by higher power & fuel, input cost, and exceptional loss. Revenue grew by 6 percent to Rs 2,264.2 crore as compared to the year-ago period.
Petronet LNG: The liquefied natural gas importer clocked a 24 percent year-on-year growth in consolidated profit at Rs 791 crore in Q4FY22, driven largely by strong topline. Revenue grew by 47.3 percent to Rs 11,160.4 crore compared to year-ago period.
Lakshmi Machine Works: The company recorded a healthy 218 percent year-on-year growth in consolidated profit at Rs 82.72 crore in quarter ended March 2022, driven by strong topline and operating income. Revenue increased by 46 percent to Rs 998.5 crore compared to same period last year.
Pfizer: Life Insurance Corporation of India acquired 2.03 percent equity stake in the company via open market transactions. With this, its shareholding in the company stands increased to 6.05 percent, up from 4.02 percent earlier.
NCC: The construction company recorded a 97.4 percent year-on-year growth in consolidated profit at Rs 234 crore in quarter ended March 2022 despite weak operating income that was hit by higher input cost. Profitability was supported by entire stake sale in subsidiary NCC Virag Urban Infrastructure. Revenue grew by 23.5 percent to Rs 3,477 crore compared to same period last year.
Hindalco Industries: Subsidiary Novelis Inc recorded a 21 percent year-on-year growth in net income at $217 million in March 2022 quarter driven by topline and lower tax cost. Net sales increased 34 percent to $4.8 billion compared to year-ago period, primarily driven by higher average aluminum prices and local market premiums. But adjusted EBITDA at $431 million fell 15 percent YoY primarily due to short-term operational cost challenges.
Skipper: The power transmission & distribution structures manufacturer clocked a 177 percent year-on-year growth in profit at Rs 25.12 crore in quarter ended March 2022 led by higher operating income and margin performance (up 260 bps YoY). Revenue grew by 11 percent to Rs 552.65 crore and EBITDA increased by 44 percent to Rs 61.67 crore compared to year-ago period. Order inflow in Q4FY22 stood at Rs 271 crore, and the closing order book as on March 2022 stood at Rs 2,115 crore.
Macrotech Developers: The real estate developer in partnership with Bain Capital and Ivanhoé Cambridge will develop a next-generation green digital infrastructure platform. The platform will jointly invest around $1 billion to create ~30 million square feet of operating assets to serve India's digital economy.
Birla Corporation: The company reported a 55.4 percent year-on-year decline in consolidated profit at Rs 111 crore for the quarter ended March 2022, impacted by higher power & fuel, input cost, and exceptional loss. Revenue grew by 6 percent to Rs 2,264.2 crore as compared to the year-ago period.
Petronet LNG: The liquefied natural gas importer clocked a 24 percent year-on-year growth in consolidated profit at Rs 791 crore in Q4FY22, driven largely by strong topline. Revenue grew by 47.3 percent to Rs 11,160.4 crore compared to year-ago period.
Lakshmi Machine Works: The company recorded a healthy 218 percent year-on-year growth in consolidated profit at Rs 82.72 crore in quarter ended March 2022, driven by strong topline and operating income. Revenue increased by 46 percent to Rs 998.5 crore compared to same period last year.
Pfizer: Life Insurance Corporation of India acquired 2.03 percent equity stake in the company via open market transactions. With this, its shareholding in the company stands increased to 6.05 percent, up from 4.02 percent earlier.
NCC: The construction company recorded a 97.4 percent year-on-year growth in consolidated profit at Rs 234 crore in quarter ended March 2022 despite weak operating income that was hit by higher input cost. Profitability was supported by entire stake sale in subsidiary NCC Virag Urban Infrastructure. Revenue grew by 23.5 percent to Rs 3,477 crore compared to same period last year.
Hindalco Industries: Subsidiary Novelis Inc recorded a 21 percent year-on-year growth in net income at $217 million in March 2022 quarter driven by topline and lower tax cost. Net sales increased 34 percent to $4.8 billion compared to year-ago period, primarily driven by higher average aluminum prices and local market premiums. But adjusted EBITDA at $431 million fell 15 percent YoY primarily due to short-term operational cost challenges.
Skipper: The power transmission & distribution structures manufacturer clocked a 177 percent year-on-year growth in profit at Rs 25.12 crore in quarter ended March 2022 led by higher operating income and margin performance (up 260 bps YoY). Revenue grew by 11 percent to Rs 552.65 crore and EBITDA increased by 44 percent to Rs 61.67 crore compared to year-ago period. Order inflow in Q4FY22 stood at Rs 271 crore, and the closing order book as on March 2022 stood at Rs 2,115 crore.
Macrotech Developers: The real estate developer in partnership with Bain Capital and Ivanhoé Cambridge will develop a next-generation green digital infrastructure platform. The platform will jointly invest around $1 billion to create ~30 million square feet of operating assets to serve India's digital economy.
India Daybook – Stocks in News
NCC: Profit up 97.43% at Rs 233.85 cr Vs Rs 118.45 cr, Revenue up 23.5% at Rs 3,477.4 cr Vs Rs 2816.6 cr YoY (Positive)
Macrotech: Co, Ivanhoe, Bain Cap to invest $1 bn in digital platform. (Positive)
Vaxtex Cotfab: Nomura Singapore has purchased 2.65 lakh equity shares in the company via open market transactions (Positive)
Man Industries: Investor Vikas Vijaykumar Khemani has acquired 4 lakh equity shares in the company (Positive)
Alliance Integrated: Resonance Opportunities Fund has bought 8.8 lakh equity shares in the company (Positive)
Lakshmi Machine: The company recorded a 218 percent growth in profit at Rs 82.72 crore YoY (Positive)
Skipper: The company recorded a 177 percent growth in profit at Rs 25.12 crore YoY (Positive)
Pfizer: Life Insurance Corporation of India acquired 2.03 percent equity stake in the company via open market transactions (Positive)
Adani Enterprises: Incorporates Kutch Fertilizers to Make & Sell Fertilizers. (Positive)
India Asks REC, PFC to Help Revive Some Stressed Power Plants (Neutral)
IndusInd Bank: Acquired 14.56m Birla Tyres Shares on Pledge Invocation (Neutral)
Coforge: Company reports net profit at Rs 207.7 cr vs poll of Rs 215.5 cr, revenues at Rs 1743.0 cr vs poll of Rs 1751.25 cr (Neutral)
Indiabulls Housing makes an offer to buy back all NCDs worth Rs 800cr, maturing by June 30, 2022 (Neutral)
Petronet: Net profit at Rs 750.1 cr vs poll of Rs 713 cr, Revenue at Rs 11160 cr vs Rs 7575 cr YoY (Neutral)
SKF India: Net profit up 4.4% at Rs 109.4 cr Vs Rs 104.8 cr, Revenue up 22.6% at Rs 1,039 cr Vs Rs 847.5 cr YoY (Neutral)
Hindalco: Novelis Net income from operations of $217 m, up 21% YoY, Adjusted EBITDA of $431 million, down 15% YoY due to short-term operational cost challenges (Neutral)
Vodafone Idea: Says most tariff hike benefits have already flowed through (Neutral)
Vodafone Idea: Net profit up 2.2% at Rs 49.6 cr vs Rs 48.6 cr, Revenue up 28.6% at Rs 572.4 cr vs Rs 445.1 cr YoY (Neutral)
Indian Bank: Profit at Rs 984.25 cr Vs Rs 1,708.85 cr, NII up 27.6% at Rs 4,255.16 cr Vs Rs 3,334.33 cr YoY. (Neutral)
ONGC: Company is inviting applications for 922 non-executive posts.. (Neutral)
Relaxo: Net sales down 6.6% at Rs 698.2 cr vs Rs 747.7 cr, Profit down 38.41% at Rs 62.93 cr vs Rs 102.17 cr YoY (Negative)
Sagar Cement: Net loss of Rs 19.2 cr Vs profit of Rs 48.1 cr, Revenue up 20.1% at Rs 501.7 cr Vs Rs 417.7 cr. (Negative)
Kansai Nerolac: Q4 net profit at Rs 201.6 cr Vs poll of Rs 1,388.1 cr, NII at Rs 7304.0 cr Vs Rs 6956.0 cr YoY (Negative)
Birla Corp: Net profit down 55.4% at Rs 111.1 cr Vs Rs 249.3 cr, Revenue up 6.2% at Rs 2,264.2 cr Vs Rs 2,132.6 cr (Negative)
Indian Bank: Indian Bank: Slippages are elevated Slippages at Rs3368cr, up 20.1%QOQ (Negative)
NCC: Profit up 97.43% at Rs 233.85 cr Vs Rs 118.45 cr, Revenue up 23.5% at Rs 3,477.4 cr Vs Rs 2816.6 cr YoY (Positive)
Macrotech: Co, Ivanhoe, Bain Cap to invest $1 bn in digital platform. (Positive)
Vaxtex Cotfab: Nomura Singapore has purchased 2.65 lakh equity shares in the company via open market transactions (Positive)
Man Industries: Investor Vikas Vijaykumar Khemani has acquired 4 lakh equity shares in the company (Positive)
Alliance Integrated: Resonance Opportunities Fund has bought 8.8 lakh equity shares in the company (Positive)
Lakshmi Machine: The company recorded a 218 percent growth in profit at Rs 82.72 crore YoY (Positive)
Skipper: The company recorded a 177 percent growth in profit at Rs 25.12 crore YoY (Positive)
Pfizer: Life Insurance Corporation of India acquired 2.03 percent equity stake in the company via open market transactions (Positive)
Adani Enterprises: Incorporates Kutch Fertilizers to Make & Sell Fertilizers. (Positive)
India Asks REC, PFC to Help Revive Some Stressed Power Plants (Neutral)
IndusInd Bank: Acquired 14.56m Birla Tyres Shares on Pledge Invocation (Neutral)
Coforge: Company reports net profit at Rs 207.7 cr vs poll of Rs 215.5 cr, revenues at Rs 1743.0 cr vs poll of Rs 1751.25 cr (Neutral)
Indiabulls Housing makes an offer to buy back all NCDs worth Rs 800cr, maturing by June 30, 2022 (Neutral)
Petronet: Net profit at Rs 750.1 cr vs poll of Rs 713 cr, Revenue at Rs 11160 cr vs Rs 7575 cr YoY (Neutral)
SKF India: Net profit up 4.4% at Rs 109.4 cr Vs Rs 104.8 cr, Revenue up 22.6% at Rs 1,039 cr Vs Rs 847.5 cr YoY (Neutral)
Hindalco: Novelis Net income from operations of $217 m, up 21% YoY, Adjusted EBITDA of $431 million, down 15% YoY due to short-term operational cost challenges (Neutral)
Vodafone Idea: Says most tariff hike benefits have already flowed through (Neutral)
Vodafone Idea: Net profit up 2.2% at Rs 49.6 cr vs Rs 48.6 cr, Revenue up 28.6% at Rs 572.4 cr vs Rs 445.1 cr YoY (Neutral)
Indian Bank: Profit at Rs 984.25 cr Vs Rs 1,708.85 cr, NII up 27.6% at Rs 4,255.16 cr Vs Rs 3,334.33 cr YoY. (Neutral)
ONGC: Company is inviting applications for 922 non-executive posts.. (Neutral)
Relaxo: Net sales down 6.6% at Rs 698.2 cr vs Rs 747.7 cr, Profit down 38.41% at Rs 62.93 cr vs Rs 102.17 cr YoY (Negative)
Sagar Cement: Net loss of Rs 19.2 cr Vs profit of Rs 48.1 cr, Revenue up 20.1% at Rs 501.7 cr Vs Rs 417.7 cr. (Negative)
Kansai Nerolac: Q4 net profit at Rs 201.6 cr Vs poll of Rs 1,388.1 cr, NII at Rs 7304.0 cr Vs Rs 6956.0 cr YoY (Negative)
Birla Corp: Net profit down 55.4% at Rs 111.1 cr Vs Rs 249.3 cr, Revenue up 6.2% at Rs 2,264.2 cr Vs Rs 2,132.6 cr (Negative)
Indian Bank: Indian Bank: Slippages are elevated Slippages at Rs3368cr, up 20.1%QOQ (Negative)