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 💫

#finnifty #strikes #alliesfin #nse #derivatives

Mkt. Updates :

SGX Nifty -21 pts (17487) from last trade 17508 ,

Nikkei +116 pts ,
Hangseng -109 pts ,
Around @ 6.52am .

Dow +337.98 pts ,Nsdq +96.60 pts, S&P
+42.03 pts , Bovespa +2119 pts , Ftse +16 pts , Dax +116 pts , Cac +26 pts , Crude @ $83.65 brl (+0.86), Brent @ $90.03 brl (+0.00) , Gold @ 1658.20 (+2.40), Silver @ $18.715 (+0.11), Euro @ $0.9863, JPY @ $149.17, INR @ 82.295


*US GOVT. 10-YEAR YIELD : 4.01%*


*Today's Corporate Action, 19 Oct Ex Date :*

AARTI INDUSTRIES LTD.
Spin Off
HCL TECHNOLOGIES LTD.
Interim Dividend - Rs. - 10.0000
TPL PLASTECH LTD.
Stock Split From Rs.10/- to Rs.2/-
U. H. Zaveri Ltd
Bonus issue 2:3


*Today's Key Results/Board Meetings, 19-Oct-22 :*

5PAISA
General;Quarterly Results
7NR
Quarterly Results 
ACCELYA
Quarterly Results 
ADVIKCA
General;Quarterly Results
AGRITECH
Quarterly Results 
ATFL
Quarterly Results 
AUBANK
Quarterly Results 
BAJAJST
Quarterly Results 
BAMPSL
Quarterly Results 
CGPOWER
Quarterly Results 
CNIRESLTD
Quarterly Results 
DBCORP
Quarterly Results 
DCMNVL
Quarterly Results 
DCMSHRIRAM
Interim Dividend;Quarterly Results
EMUDHRA
Quarterly Results 
EVEXIA
Quarterly Results 
HATSUN
Quarterly Results 
HAVELLS
Quarterly Results 
HDFCAMC
Quarterly Results 
HOMEFIRST
Quarterly Results 
IIFLWAM
Interim Dividend;Quarterly Results
INDUSINDBK
Quarterly Results 
INOXLEISUR
General;Quarterly Results
IYKOTHITE
General 
JCHAC
Quarterly Results 
JK AGRI
Quarterly Results 
KIRLPNU
Quarterly Results 
KPEL
Interim Dividend;Quarterly Results
MAHSCOOTER
Quarterly Results 
METROBRAND
Quarterly Results 
MFSL
Quarterly Results 
NAM-INDIA
Interim Dividend;Quarterly Results
NAVINFLUOR
Interim Dividend;Quarterly Results
NESTLEIND
Interim Dividend;Quarterly Results
OFSS
Quarterly Results 
PERSISTENT
General;Quarterly Results
PRERINFRA
Quarterly Results 
PULSRIN
Quarterly Results 
RALLIS
Quarterly Results 
RAWEDGE
General;Quarterly Results
RBL
Quarterly Results 
SAGCEM
Quarterly Results 
SAMOR
Right Issue of Equity Shares
SHABCHM
Quarterly Results 
SHAMROIN
General;Quarterly Results
SHEMAROO
Quarterly Results 
SHISHIND
Quarterly Results 
SHOPERSTOP
General;Quarterly Results
SHRIGANG
General;Quarterly Results
SOFCOM
Quarterly Results 
SRDAPRT
Quarterly Results 
STCORP
Quarterly Results 
SUPRAP
General 
SURJIND
General;Quarterly Results
SYNGENE
Quarterly Results 
TECHIN
Quarterly Results 
TIGERLOGS
General;Quarterly Results
ULTRACEMCO
Quarterly Results 
VIKASECO
Quarterly Results 
WENDT
Quarterly Results 
ZSWASTSA
Quarterly Results 


*SEC. IN F&O BAN FOR, 19 OCT, 2022 :*

*1 BHEL 2. DELTACORP 3. IBULHSGFIN 4. INDIACEM 5. ZEEL*

*ADDITION : BHEL, ZEEL*
*DELETION : NIL*

“Ultimately, value investing lies at the intersection of economics and psychology.

I’ve joked that it’s a marriage of the calculator and a contrarian streak.
While value investing has evolved in the sense of achieving greater sophistication, along with the rest of the investment business, the basic principles—the idea of investing with downside protection using numerous methods to assess value—have stayed the same….

And it’s important for people to understand… that a value investor doesn’t need the whole market to be cheap.

A value investor needs a handful of investments to be bargain-priced, to be inefficiently priced. You can build a portfolio on 10 great investments.
You don’t need the whole market.”
Seth Klarman 👏🏻
(via the book How to Invest) Telegram@AlliesFin ✨

Link to this Post
https://t.me/AlliesFin/12215

Cash is king - getting closer?
T.me/AlliesFin
According to BofA's latest FMS we are in capitulation mode. Investors are massively underweight equities and holding huge cash levels. Imagine the pain should this market move higher by a few percent... @alliesfin