Tuesday, 26 April 2016

{LONGTERMINVESTORS} Fwd: Morning Call

 


Dear all,

   Markets soar on global cues, earnings

Ø  Benchmark indices posted strong gains on Tuesday as oil prices rebounded from overnight losses and Maruti Suzuki, India's largest car maker, delivered better-than-expected quarterly earnings. A rebound in rupee heading into the Fed policy meeting and media reports that India had its highest-ever FDI inflow.

Ø  Global risk appetite was weak amidst weaker than expected U.S. durable goods orders and consumer confidence data, investors also awaited earnings reports from some large U.S. companies.

   Global Macro

Ø  U.S. consumer confidence index dropped to 94.2 in April from a revised 96.1 in March of 2016.

Ø  U.S. durable goods orders climbed by 0.8% in March of 2016 after tumbling by a revised 3.1% in February.

Ø  U.S. composite home price index was up 5.4% YoY in February of 2016, down from 5.7% in January of 2016.

  Corporate Buzz

Ø  Axis bank reported 1.2% YoY decline in standalone profit to INR 21,542.8mn in 4QFY16. Total income increased by 9.8% YoY to INR 135,929.7mn in 4QFY16.

Ø  Maruti reported 11.7% YoY decline in standalone profit to INR 11,336mn in 4QFY16. Standalone revenue increased by 12.3% YoY to INR 153,067mn in 4QFY16.

Ø  Syngene International reported 18% YoY rise in net profit  to INR 665mn in 4QFY16. Revenue increased by 31% YoY to INR 3,340mn in 4QFY16.

Ø  Bharti Infratel reported 19% YoY rise in net profit to INR 6.62bn in 4QFY16. Revenue grew by 7% YoY to INR 31.62bn in 4QFY16.

Ø  State Bank of Mysore reported a 23% YoY dip in profits to INR 1.05bn in 4QFY16.  Total income grew by 1% YoY to INR 20.76bn in 4QFY16.

Ø  State Bank of Travancore reported 68% YoY decline in its  net profit to INR 620mn in 4QFY16. Total income rose to INR 28.01bn in 4QFY16 from INR 27.03bn in  4QFY15.

Ø  Tata Sponge Iron reported a 49.47% YoY increase in consolidated net profit to INR 128.1mn in 4QFY16. Net sales dipped by 12.18% YoY  to INR 1403.7mn in 4QFY16.

Ø  Glenmark Pharmaceuticals received a tentative nod from the US health regulator for generic version of oral contraceptive tablets Lo Loestrin Fe.

Ø  Government to sell 11.36% equity shares in electricity generator NHPC Ltd at INR 21.75 apiece to raise about INR 27bn.

   Outlook

Ø  Markets are likely to open on a cautious note as investors are likely to keep a close eye on the FOMC accompanying statement for clues about the outlook for the next meeting in June .

   Link

         Click here to view Morning Call

Regards,

CSEC Research



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