Management 🌟

*Mkt. Updates:*

*SGX Nifty -149 pts (17070) from last trade 17210 ,*

Nikkei -356 pts ,
Hangseng -108 pts ,
Around @ 6.52am .

Dow -403.89 pts ,Nsdq -327.76 pts, S&P
-86.84 pts , Bovespa -2227 pts , Ftse +8 pts , Dax +82 pts , Cac +52 pts , Crude @ $86.10 brl (+0.49), Brent @ $92.22 brl (+0.59) , Gold @ 1651.40 (+2.50), Silver @ $18.265 (+0.19), Euro @ $0.9741, JPY @ $148.50, INR @ 82.345


*US GOVT. 10-YEAR YIELD : 4.00%*


*Today's Corporate Action, 17 Oct Ex Date :*

SUVEN
Right Issue of Equity Shares 
TCS
Interim Dividend - Rs. - 8.0000


*Today's Key Results/Board Meetings, 17-Oct-22 :*

ACC
Quarterly Results ANGGeneral;Preferential Issue of shares
ANUP
Quarterly Results 
ARROWGREEN
Increase in Authorised Capital;General;Preferential Issue of shares
BCG
General 
BIBCL
General;Quarterly Results
CAMS
General 
CANFINHOME
General;
Quarterly Results
CHOICEIN
Quarterly Results 
CRAFTSMAN
General;Quarterly Results
ELIXIR
Quarterly Results 
FOCUS
Half Yearly Results;Interim Dividend
HEIDELBERG
Quarterly Results 
INDOWIND
Quarterly Results 
INDUSFINL
Quarterly Results 
INDXTRA
Quarterly Results 
IRBINVIT
Quarterly Results 
JINDRILL
Quarterly Results 
KAVVERITEL
General 
LAL
Half Yearly Results 
MAHABANK
Quarterly Results 
MAHSEAMLES
Bonus issue;Quarterly Results;Stock  Split
NARPROP
General 
NGIL
General;Quarterly Results
ORIENTHOT
Quarterly Results 
PIONDIST
Quarterly Results 
PROFINC
Bonus issue 
PVR
Quarterly Results 
RPGLIFE
Quarterly Results 
SEACOAST
Quarterly Results 
SPANDANA
Quarterly Results 
STARHFL
Bonus issue;Quarterly Results;Stock  Split
TANFACIND
Quarterly Results 
TATACOFFEE
Quarterly Results 
TATAMETALI
Audited Results 
THANGAMAYL
Quarterly Results 
TOKYOFIN
Quarterly Results 
TRANOCE
Quarterly Results 
WORL
Quarterly Results 
ZEAL


*SEC. IN F&O BAN FOR, 17-Oct-22*

*1. DELTACORP 2. IBULHSGFIN 3. INDIACEM*

• India Says New Digital Banking Units to Spur Financial Inclusion

• India’s Rupee Will Endure Dollar Strengthening, Sitharaman Says

o RBI is making efforts to contain the rupee volatility: FM

• India Raises Windfall Tax on Diesel, Local Oil and Aviation Fuel

• India Plans to Take Over Highways With High Traffic Density

• India Says Global Hunger Report Is Based on Faulty Methodology

• India Sept. Trade Deficit at $25.71b, Est. - $26.600b

• India Monetary Policy Panel Differs on Future Rate Trajectory

• RBI’s Das Says India Needs Calibrated Action to Sustain Growth

• India Power Distributors’ Losses Jump 66.5% in FY21: Report

• India Test Fires Ballistic Missile from Submarine

• India Allows Wheat Flour Exports Under Advance Authorization

• India Forex Reserves Rise $204M to $532.9b in Week to Oct. 7

o India Official Reserves Rise After Nine Weeks of Decrease

• Stocks in India Post Weekly Drop on Inflation and Demand Worries

• Global Funds Sell Net INR10.1B of India Stocks on Oct. 14: NSE

o Domestic funds buy net 16.2b rupees of stocks

• Indian govt keeping watch on increasing trade deficit, says Sitharaman: PTI

• Coal is going to be back again as gas becoming unaffordable: FM Sitharaman: PTI

• Aditya Birla Capital Eyes Reliance’s Stake in Nippon Life JV: ET

• Adani Enterprises (ADE): Buys 100% stake in Kolkata-based Sibia Analytics for an undisclosed sum

• Adani Ports (ADSEZ): Adani Agri to Build Four Silo Complexes of 350,000 Tons Capacity

• Avenue Supermarts (DMART): 2Q profit +64% Y/y to 6.86b rupees; revenue +37% to 106.4b

• Bajaj Auto (BJAUT): 2Q net income +20% Y/y to 15.3b rupees, beats est. 14.38b; Revenue +16% to 102b

• Birla Corp (BCORP): Wins bid of Marki Barka Coal mines in Madhya Pradesh

• Coal India (COAL): Coal Giant Agrees $970 Million Deal in Chase to Add India Solar

• HDFC Bank (HDFCB): 2Q net income +20% Y/y to 106.1b rupees, meets est. 105.51b; Provisions +1.6% q/q to 32.4b; Gross NPA 1.23% vs. 1.28% q/q

• ICICI Prudential Life (IPRU): 2Q net income -55% Y/y to 1.99b rupees, 2Q net premium income +3.2% Y/y to 95.8b

• Just Dial (JUST): 2Q net income +59% Y/y to 522.1m rupees, beats est. 218.3m; Revenue +31% to 2.05b

• Larsen & Toubro Infotech (LTI): 2Q net income +23% Y/y to 6.8b rupees; revenue +28% to 48.37b

• Oberoi Realty (OBER): 2Q net income +19% Y/y to 3.19b rupees, misses est. 4.35b; Revenue -8.6% to 6.89b

• Shree Cement (SRCM): 2Q net income -67% Y/y to 1.9b rupees, misses est. 2.52b; Revenue +18% to 37.8b; Appoints Akhoury as MD in Top Management Rejig

• State Bank of India (SBIN): Raises MCLR lending rates 25 BPs across tenors effective Oct. 15

• Tata Power (TPWR): Says Its IT Infrastructure Had a Cyber Attack, impacting some of its IT systems

• Ujjivan Financial (UJJIVAN): Plans to Merge With Ujjivan Small Finance Bank (UJJIVANS); To get 116 shares of Ujjivan Small Finance Bank for every 10 held

• Zee Entertainment (Z): Says Shareholders Approve Planned Merger With Sony

India Daybook – Stocks in News

Telegram @AlliesFin

Dilip Buildcon: Company gets project worth Rs 702.02 cr from Gujarat Metro Rail Corporation (Positive)

Ahluwalia Contracts: Company secures order worth Rs 110.7 crore from #Assam Government (Positive)

HDFC says NCLT asks co to hold shareholder meeting on Nov 25 for HDFC Bank merger nod (Positive)

Dairy Stocks: Amul hikes price of AmulGold & Amul Buffalo milk variants by Rs 2 in all states except Gujarat (Positive)

Zee Ent: 99.9% Zee Ent shareholders vote 'In Favour' of Zee Ent-Sony merger. (Positive)

L&T Financial Services: Got SEBI nod for 100% sale of L&T AMC & L&T MF to HSBC AMC (Positive)

NBCC India gets Rs 162 cr total #business in September (Positive)

BLS International: Ace investor Shankar Sharma acquired 11.5 lakh equity shares in the company (Positive)

Veritas: Swan Energy bought additional 8.25 lakh shares in the company at an average price of Rs 123 per share (Positive)

Adani Ent: Adani group to acquire 100 per cent stake in SIBIA Analytics and Consulting Services (Positive)

Aster DM: Signs Health Ministry’s Corporate TB Pledge For TB-Free India (Positive)

Ujjivan: Draws up scheme of merger between Ujjivan Financial and Ujjivan Small Finance (Positive)

Adani Ports: AALL’s total Silo capacity will increase to 15.25 lakh MT across India after LoA from the FCI (Positive)

Birla Corp: Allocation of Marki Barka Coal Mines, Madhya Pradesh (Positive)

Bajaj Auto: Cons net profit at Rs 1,719.4 cr Vs poll of Rs 1,535 cr (Positive)

Narayana Hrudayalaya: Company in pact to buy ENT in Cayman for $ 5 million (Positive)

Garware: Board to consider buyback along with results on October 21. (Positive)

Just Dial: Net Profit up 58.6% at ₹ 52.2 Cr Vs `32.9 cr, Revenue 31.6% at ₹ 205.3 cr Vs `156 cr (YoY) (Positive)

HFCL: HFCL alloted warrants to a promoter firm, senior co execs (Positive)

Ganesh Housing: Net Profit up 26.9% at Rs 19.3 cr Vs Rs 15.23 cr, Revenue up at Rs 327.7 cr Vs Rs 73.3 cr YoY (Positive)

Bodal Chem: Successfully completed the technology upgradation of Rajpura Unit in Punjab (Positive)

DMart: Net profit up 64.1% at Rs 685.8 cr Vs Rs 417.8 cr, Revenue up 36.6% at Rs 10,638.3 cr Vs Rs 7,788.9 cr (YoY) (Neutral)

Tata Power: The company’s information technology infrastructure had a cyber-attack (Neutral)

Torrent Pharma: Acquisition of Curatio Health Care (I) Private Limited has been completed (Neutral)

GTPL: Net profit up 4.2% at Rs 44.8 cr Vs Rs 43 cr, Revenue up 9.9% at Rs 654.9 cr Vs Rs 595.9 cr YoY (Neutral)

ICICI Pru: Value of new biz up 20.6% at Rs 621 cr Vs Rs 515 cr, APE up 1.1% at Rs 1,999 cr Vs Rs 1,977 cr (YoY) (Neutral)

HDFC Bank: Net profit at Rs 10,605.8 cr Vs poll of Rs 10,493.1 cr. Loan growth at 19% YoY. Gross NPA at Rs 18,301 cr Vs Rs 18,033.7 cr (Neutral)

L&T Info: Net profit at Rs 679.8 cr Vs poll of Rs 651 Cr. Constant currency revenue growth at 4.6% (Neutral)

ZF Steering: Net profit down 5.4% at Rs 5.4 cr Vs Rs 5.7 cr, Revenue up 51.8% at Rs 105.7 cr Vs Rs 69.7 cr YoY (Neutral)

Shriram Transport: Company denies reports of interest in acquiring IDBI Bank (Neutral)

IRB Infra: To transfer Vadodara road project to InvIT arm (Neutral)

SBI to hike MCLR by 25 bps across tenures from Oct 15 (Neutral)

Tata Elxsi: Net profit up 39.3% at Rs 174.2 cr Vs Rs 125.3 cr, Revenue up 28.2% at Rs 763.2 cr Vs Rs 595.3 cr (YoY) (Neutral)

Butterfly: Net profit down 1.3% at Rs 25.1 cr Vs Rs 25.5 cr, Revenue down 5.1% at Rs 367.8 cr Vs Rs 387.4 cr (YoY)

Kesoram: Net loss of Rs 59.1 cr Vs loss of Rs 12 cr, Revenue up 0.3% at Rs 845.3 cr Vs Rs 842.7 cr (YoY)

RIIL: Net profit down 11.4% at Rs 2.3 cr Vs Rs 2.6 cr, Revenue down 0.8% at Rs 16.6 cr Vs Rs 16.7 cr YoY

New Listing Today @AlliesFin
Name of the company - ELECTRONICS MART INIDA LIMITED
ISIN - INE02YR01019
NSE Symbol: EMIL (EQ GROUP)
BSE Code: 543626 (B GROUP)
Face Value : 10
IPO Price : 59
Bid Lot : 254 Share

PRE OPEN PRICE MATACHED AT 90 NSE EMIL

Financial Well-Being Dives into the three core areas of Personal Finance :
Here's what you Learn :)

☝️ Wealth Creation through Equity
✌️Goal based Investment approach
🤟How to Over Come Wrong Financial Decisions

Online Presentation
Friday 21 Oct 2022
Eve 4 pm to 5 Pm

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Like in Cricket, Investing must be done by Pleasure and not under pressure. @AlliesFin

*INSTL. INVESTORS EQUITY DERIVAT. TRADES AS ON : 17-10-2022 :*

*FIIS F & O : RS. CRS. :*

*TOTAL NET BUY : +3604* 😄

*INDEX FUT. : +416*

*INDEX OPT. : +498*

*STOCK FUT. : +2290*

*STOCK OPT. : +400*

*SEC. IN F&O BAN FOR, 18 OCT, 2022 :*

*1. IBULHSGFIN 2. DELTACORP 3. INDIACEM*

*ADDITION : NIL*
*DELETION : NIL*

*INSTL. INVEST. EQUITY CASH PROV. TRADES AS ON : 17-OCT-22 : (Rs. CRS)*

*FIIS : SELL -372 (18,251-18,623)* 😔

*DIIS : BUY +1,582 (5,491-3,909)* 😄

*BSE SENSEX : +491 (58,411)🔼*

*NSE NIFTY : +126 (17,312)🔼*

*BSE MIDCAP. : +65 (24,775)*🔼

*BSE SMLCAP. : +25 (28,548)*🔼

*B. CRUDE : $ 92.98* 🔼 😩

*GOLD: $1662=INR 51,040(10gr)* 🔼 🙂

*SILVER : RS. 60,750 (kg) (5pm) 🔼 😄*

*FOREX : RS. : $ 82.35* ↔️ 😳

*6.54% GOI '32 : 7.4549% (93.95)* 🔽 😊

*7.26%NEW GOI '32: 7.4075%(98.9675)*🔽😊

*7.54% GOI '36 : 7.5150% (100.20)* 🔽 😊

HDFC merger may trigger Nifty rebalancing, $1.5 billion outflow

https://economictimes.indiatimes.com/markets/stocks/news/hdfc-merger-may-trigger-nifty-rebalancing-1-5-billion-outflow/articleshow/94913698.cms

Mkt. Updates :

SGX Nifty +130 pts (17436) from last trade 17306 ,

Nikkei +197 pts ,
Hangseng +247 pts ,
Around @ 6.54am .

Dow +550.90 pts ,Nsdq +354.41 pts, S&P
+94.88 pts , Bovespa +1551 pts , Ftse +61 pts , Dax +211 pts , Cac +108 pts , Crude @ $85.85 brl (+0.39), Brent @ $91.62 brl (+0.00) , Gold @ 1655.60 (-8.40), Silver @ $18.61 (-0.10), Euro @ $0.9831, JPY @ $149.00, INR @ 82.175


US GOVT. 10-YEAR YIELD : 3.99%


Today's Corporate Action, 18 Oct Ex Date :

DUGARHOU
Reduction of Capital  
HLEGLAS
Stock  Split From Rs.10/- to Rs.2/-
19-Oct-22   
AARTIIND
Spin Off   
HCLTECH
Interim Dividend - Rs. - 10.0000
TPLPLAST
Stock  Split From Rs.10/- to Rs.2/-UHZAVERI
Bonus issue 2:3 


*Today's Key Results/Board Meetings, 18-Oct-22 :*

ANANTRAJ
Quarterly Results 
ASRL
General;Quarterly Results
AURUM
Quarterly Results 
BLBLIMITED
Quarterly Results 
COLORCHIPS
Quarterly Results 
ELPROINTL
Quarterly Results 
EMERALD
General 
FLUOROCHEM
Interim Dividend;Quarterly Results
GMDCLTD
Quarterly Results 
GRWRHITECH
General 
HAZOOR
Right Issue of Equity Shares
HCKKVENTURE
Quarterly Results 
HERITGFOOD
General;Quarterly Results
HFCL
Quarterly Results 
ICICIGI
Audited Results;Interim Dividend
INDBANK
Quarterly Results 
INDBNK
Quarterly Results 
INDINFO
Quarterly Results 
JSWISPL
General;Quarterly Results
KORE
Quarterly Results 
KPIGREEN
Interim Dividend;Quarterly Results
KPITTECH
Quarterly Results 
KUANTUM
Quarterly Results 
LKPFIN
Quarterly Results 
LLOYDSME
General;Quarterly Results
LTTS
Interim Dividend;Quarterly Results
MAHINDCIE
Quarterly Results 
MAHSHRE
General;Quarterly Results
MANCREDIT
Quarterly Results 
MOONGIPASEC
General;Preferential Issue of shares;Quarterly Results
NETWORK18
Quarterly Results 
NEWGEN
General;Quarterly Results
NILASPACES
Quarterly Results 
PADMAIND
Reduction of Capital 
PANTH
Right Issue of Equity Shares;Increase in Authorised Capital;General
POLYCAB
Quarterly Results 
PRAJIND
Quarterly Results 
PSPPROJECT
Quarterly Results 
RANEENGINE
Quarterly Results 
RAYALEMA
General 
SCHAEFFLER
Quarterly Results 
SHALBY
Quarterly Results 
SONATSOFTW
Interim Dividend;Quarterly Results
SUUMAYA
Half Yearly Results 
TAKE
Quarterly Results 
TATACOMM
Quarterly Results 
TFL
Right Issue of Equity Shares
TINPLATE
Quarterly Results 
TRINITYLEA
Preferential Issue of shares
TTLEL
General;Quarterly Results
TV18BRDCST
Quarterly Results 
WHITEORG
Quarterly Results 
ZENLABS
Quarterly Results


*SEC. IN F&O BAN FOR, 18 OCT, 2022 :*

*1. IBULHSGFIN 2. DELTACORP 3. INDIACEM*

*ADDITION : NIL*
*DELETION : NIL*


*Today's Alert :*

*RBI to Conduct Auction of SDLS BONDS for INR 169 Billion*

India Daybook – Stocks in News


*Aster DM:* Company in-pact with Abdulmohsin Alhokair for pharma chain in Saudi Arabia (Positive)

*SJVN:* SJVN Green Energy signs pact for 1000 MW #floating solar projects in Assam (Positive)

*Adani Gas/Gujarat Gas:* Gujarat govt cuts VAT on CNG, PNG price by 10% (Positive)

*Maha Seamless:* Net profit up 94.3% at Rs 176.6 cr Vs Rs 90.9 cr, Revenue at Rs 1,411 cr Vs Rs 951 cr YoY (Positive)

*Lloyds Metal:* Along with Results Board To Consider NSE Listing. (Positive)

*KSB:* Company gets approval for bid submitted under e-Auction for sale of technology (Positive)

*Adani Transmission* saw a 13% jump in the number of electricity units sold during the quarter ended September (Positive)

*CONCOR:* July-September total cargo volumes up 17% (YoY) at 1.14 m TEUs (Positive)

*Electronics Mart India:* Nippon India Mutual Fund bought 24 lakh equity shares in the company via open market transactions at an average price of Rs 89.42 per share (Positive)

*Star Housing Finance:* The board approved the sub-division of one share into two fully paid-up shares and the issue of one bonus equity share for every fully paid-up equity share. (Positive)

*NTPC:* Company has inked a pact with Mitsubishi Heavy Industries and its arm Mitsubishi Power India to demonstrate the feasibility for hydrogen (Positive)

*Oberoi Realty:* The company maintained confidence on strong residential sentiments (Positive)

*Tata Coffee:* Net profit up at Rs 142.4 cr Vs Rs 34 cr, Revenue up 30.9% at Rs 718 cr Vs Rs 549 cr YoY (Neutral)

*PEL:* Piramal Pharma to get listed on the exchanges on Wednesday Oct 19th (Neutral)

*Samvardhana Motherson:* CNBC sources say Sojitz Corp will sell 1.9% in company, floor price at Rs 64.36/Sh (Neutral)

*ZEEL:* CNBC sources say OFI Global Fund to sell shares up to Rs 1,396 cr of Zee Ent via block deal at Rs 250/Sh to Rs 263.7/Sh (Neutral)

*NDTV:* SEBI has sought additional clarifications from the merchant banker on Adani Group’s open offer for NDTV (Neutral)

*JMC Projects:* The company has raised Rs 75 crore via NCDs as it has allotted 750 non-convertible debentures of the face value of Rs 10 lakh (Neutral)

*ONGC:* Company is mulling to take a stake in the new Russian entity that will manage the Sakhalin 1 project in the far east (Neutral)

*RPG Life:* Net profit up 26.8% at Rs 20 cr Vs Rs 15.8 cr (YoY) Revenue up 19.7% at Rs 134.8 cr Vs Rs 112.7 cr (YoY) (Neutral)

*Spandana:* Net interest margin at 13% vs 13.6% YoY & vs 9.9% QoQ. Net profit at Rs 49.5 cr vs loss of Rs 58.7 cr YoY (Neutral)

*Shriram Transport:* Company denies reports of interest in acquiring IDBI Bank (Neutral)

*IRB Infra:* To transfer Vadodara road project to InvIT arm (Neutral)

*Shriram Transport Finance:* Tender offer to #buyback senior notes worth $500 m (Neutral)

*Can Fin Home:* Net profit at Rs 141.7 cr vs poll of Rs 143.1 cr, NII at Rs 251 cr Vs Poll of Rs 234.8 cr (Neutral)

*Tata Metaliks:* Net profit down 73.9% at Rs 14.3 cr Vs Rs 54.8 cr, Revenue up 36% at Rs 877 cr Vs Rs 644.8 cr (YoY))

“The idea that you try to time purchases based on what you think business is going to do in the next year or two,
I think that’s the greatest mistake investors make because it’s always uncertain.

People say it’s a time of uncertainty.
It was uncertain on September 10th, 2001, people just didn’t know it.

It’s uncertain every single day.
So take uncertainty as part of being involved in investment at all.

But uncertainty can be your friend.
I mean, when people are scared they pay less for things.

We try to price.
We don’t try to time at all.” Warren Buffett

Stay Tuned with updates
Telegram.me/AlliesFin 💫