Tuesday, 26 April 2016

{LONGTERMINVESTORS} INDIA DAYBOOK: NHPC Offer-for-Sale, Bharti Airtel, Yes Bank

 

Today: Govt offer-for-sale of 11.36% in NHPC; T-bills auction; Thyrocare Technologies IPO opens; Bharti Airtel, Exide Industries, Yes Bank are among cos to announce earnings. WHAT TO WATCH:

  • Govt seeks bankers bids by May 18 for Oil India OFS
  • India to test 20 indigenously developed Bt Cotton varieties
  • Adverse weather affected 904,000 hectares of India wheat crop
  • BSE JV Asia Index introduces gold hedged indices: Statement
  • Much of South Asia may get above-normal monsoon rain in 2016
  • India top court seeks disclosure of Mallya, family's assets
  • Bharti Airtel to consider shr buyback, dividend
  • Global funds +5.12b rupees of local stocks; domestic funds +212.1m rupees yday: Provisional data

MEDIA REPORTS:

  • India trade unions plan protest Apr. 29 on EPF rate cut: PTI
  • Air India to retire 4 Airbus A320 aircraft in FY17: PTI
  • State-run Indian companies considering share buybacks: ET
  • India to decide on Xiaomi stores without local sourcing: ET
  • India working on 100b-rupee stressed bank asset fund: TOI

ECONOMY:

  • 04/27-04/29: Eight infrastructure industries index for March (Prior +5.7%)

CENTRAL BANK:

  • Govt to sell 90b rupees 91-day, 60b rupees 364-day T-bills
  • RBI to purchase 150b rupees of govt bonds April 28 via OMO

GOVERNMENT:

  • 10am: NITI Aayog meeting on urban management in New Delhi
  • 12:15pm: Defence Minister at placement ceremony of retiring Indian Air Force personnel in New Delhi
  • 3pm: Junior I&B Minister at IIMC function in New Delhi

BOND SALES:

  • Exim Bank sells INR4b 15-yrs bonds at 8.12%

EARNINGS: (net income adj. ests. in INR where available)

  • Alembic Pharmaceuticals (ALPM) 4Q 1.59b (10 analysts)
  • Bharti Airtel (BHARTI) 4Q 12.3b (20)
  • Ceat (CEAT) 4Q 1.13b (3)
  • Coromandel International (CRIN) 4Q 874m (11)
  • Exide Industries (EXID) 4Q 1.51b (18)
  • FAG Bearings India (FAG) 1Q 512m (3)
  • GATI (GTIC) 4Q
  • Gateway Distriparks (GDPL) 4Q 285m (8)
  • INOX Leisure (INOL) 4Q -28.5m (4)
  • JSW Energy (JSW) 4Q 3.08b (13)
  • Kansai Nerolac Paints (KNPL) 4Q 741m (5)
  • KPIT Technologies (KPIT) 4Q 749m (14)
  • Lakshmi Vilas Bank (LVB) 4Q 441m (6)
  • Sadbhav Engineering (SADE) 4Q 399m (10)
  • Shriram City Union Finance (SCUF) 4Q 1.46b (12)
  • Yes Bank (YES) 4Q 6.82b (22)

CONFERENCES/CORPORATE EVENTS:

  • 10am: CII conference on infrastructure in Mumbai
  • 10am: Dun & Bradstreet to release report on food supply chain in New Delhi
  • 11:45am: Yes Bank 4Q FY16 results conference in Mumbai
  • Noon. Royace Eye Industries media briefing in New Delhi
  • 12:30pm: DLF Ltd. to launch DLF Mall of India in Noida
  • 6:30pm: LG Electronics India media briefing in Mumbai
  • AGMs:
    • FAG Bearings India

OFFERINGS:

  • 9:15am: Govt. offer-for-sale NHPC's 11.36%, or ~1.26b shrs, at floor price of INR21.75 each for non-retail investors; retail investors' offer opens Thursday
  • Thyrocare Technologies IPO opens for sale, closes April 29

ANALYST RATINGS/RESEARCH:

  • ABB India cut to sell at Quant Broking Pvt Ltd

MARKETS:

  • S&P 500 +0.19% to 2,091.70
  • Stoxx Europe 600 +0.18% to 347.31
  • MSCI Asia Pacific Index -0.38% to 131.84
  • Global Commodity Prices Overview
    • Gold spot +0.11% to $1,244.86 oz
    • Brent futures +1.14% to $46.26/bbl
  • SGX CNX Nifty Index futures for April delivery +0.13%
    • Sensex +1.28% to 26,007.30
    • Nifty +1.37% to 7,962.65
  • Yield on 7.59% bonds maturing Jan. 2026 at 7.47% on April 26
  • INR +0.1% to 66.5250/USD

EQUITY PREVIEW:

  • Axis Bank (AXSB): 4Q profit INR21.5b, est. INR23.3b
  • Bharti Infratel (BHIN): 4Q profit INR6.6b, est. INR6b; Approves buyback
  • Gujarat Narmada (GNFC): 4Q profit INR990.9m vs 3.26b loss yr ago
  • JK Cement (JKCE): Stops clinker cement output at Muddapur unit
  • Mangalore Refinery (MRPL): May shut refinery if India water crisis persists
  • NHPC (NHPC): OFS floor price set at INR21.75/shr
  • OIL India (OINL): Govt seeks proposals for sale up to 10%
  • Rallis India (RALI): 4Q profit INR322.5m, est. INR175m
  • Raymond (RW): 4Q profit INR562.2m, est. INR259m 

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