Wednesday, 27 April 2016

{LONGTERMINVESTORS} INDIA DAYBOOK: NHPC OFS, Vedanta, Idea, ACC, Ambuja, Ujjivan IPO

 

Today: Govt offer-for-sale in NHPC for retail investors; Ujjivan Financial IPO opens; RBI to hold OMO; Vedanta, HCL Technologies, Idea Cellular, ACC, Ambuja Cements are among cos to announce earnings. WHAT TO WATCH:

  • India panel approves insolvency laws, sets stage for passage
    • Bill makes it easy for banks to recover dues from defaulters
  • Iran seeks libor-linked interest from India on oil dues delay
  • India's top court to consider parole to Sahara's Roy
  • SunEdison bankruptcy floods India's market for green projects
  • Cameron: 'we can see success' in finding Port Talbot buyer
  • Cabinet approves imposing sugar stock holding limit
  • Panel recommends relaxing local sourcing norms for Apple
  • Global funds +2.22 rupees of local stocks; domestic funds -7.48b rupees yday: Provisional data

MEDIA REPORTS:

  • Aditya Birla Prepares Foray Into Defense: Economic Times
  • Maharashtra State May Allow Offshore Casinos: ET Reports
  • Russia, India sign accord on S-400 missiles: Interfax
  • Liberty House said to submit LOI for Tata's Port Talbot: CNBC
  • India's Petronet issues tender to buy 2 LNG cargoes: Reuters
  • U.K.'s Javid to be questioned by MPs on steel industry: PA

ECONOMY:

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

CENTRAL BANK:

  • RBI to purchase INR150b of bonds via open-market operations

BOND SALES:

  • LIC Housing to sell INR5b Oct 2019 bonds at 8.37%
  • Power Finance sells INR3b 5-yrs bonds at 8.05%

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

  • ACC (ACC) 1Q 1.9b (18 analysts)
  • Ambuja Cements (ACEM) 1Q 2.53b (22)
  • Can Fin Homes (CANF) 4Q
  • Dabur India (DABUR) 4Q 3.19b (22)
  • Essel Propack (ESEL) 4Q 494m (4)
  • Granules India (GRAN) 4Q 321m (5)
  • HCL Technologies (HCLT) 3Q 18.6b (26)
  • Hindustan Construction (HCC) 4Q 100m (5)
  • Idea Cellular (IDEA) 4Q 5.13b (20)
  • Kajaria Ceramics (KJC) 4Q 655m (9)
  • Tata Elxsi (TELX) 4Q
  • Tata Metaliks (TML) 4Q
  • Vedanta Ltd. (VEDL) 4Q 2.73b (13)

CONFERENCES/CORPORATE EVENTS:

  • 9:15am: Govt. offer-for-sale in NHPC for retail investors opens
  • 11am: Synchrony Financial hosts interaction in Hyderabad
  • 12:30pm: The Gem and Jewellery Export Promotion Council to announce annual performance in Mumbai
  • 12:30pm: IIFA press conference in New Delhi
  • 2pm: ICRA webinar on 'Indian Passenger and Commercial Vehicle Industry'
  • 4pm: India Ratings and Research webinar on FY17 credit outlooks of fertilisers sector

OFFERINGS:

  • 9:15am: Govt. offer-for-sale for retail investors opens
  • Thyrocare Technologies IPO opens; gets demand for 56% on first day of sale yday, offer to close April 29
  • Ujjivan Financial IPO opens for sale, closes May 2; Co. raised INR2.65b, selling 12.6m shrs to anchor investors at INR210/shr yday.

MARKETS:

  • S&P 500 +0.2% to 2095.15x
  • Stoxx Europe 600 +0.3% to 3130.43
  • MSCI Asia Pacific Index +0.5% to 132
  • Global Commodity Prices Overview
    • Gold spot +0.2% to $1,246.10 oz
    • Brent futures +1.8% to $46.54/bbl
  • SGX CNX Nifty Index futures for April delivery +0.5%
    • Sensex +0.22% to 26,064.12
    • Nifty +0.22 to 7,979.90
  • Yield on 7.59% bonds maturing Jan. 2026 at 7.46% on April 27
  • INR +0.1% to 66.4525/USD

EQUITY PREVIEW:

  • Bharti Airtel (BHARTI): 4Q net income INR12.9b, beats est. 11.5b; To buy back INR14.3b of shrs
  • Bharat Petroleum (BPCL): permitted to raise investment in Bharat Oman Refineries
  • Ceat (CEAT): 4Q profit INR1.05b, est. 1.11b
  • Exide Industries (EXID): 4Q profit INR1.78b, est. 1.51b
  • GATI (GTIC): 4Q net income INR155.4m vs 113.4m yr ago
  • Infosys (INFO): Announces it has made investment in Trifacta
  • JSW Energy (JSW): 4Q net income INR3.05b, est. 3.08b
  • Kansai Nerolac (KNPL): 4Q profit INR6.16b vs 603.7m yr ago; Co. has exceptional gain of INR5.35b in 4Q
  • KPIT Technologies (KPIT): 4Q profit INR885m, est. 749m
  • Mangalore Chemicals (MCF): Says city corp. stops water supply to co. which reduced capacity ops at ammonia & urea plants
  • Rico Auto (RAI): Starts commercial production at Chennai plant
  • Suzlon Energy (SUEL): Approves demerger of unit's Tubular Tower division & merge 3 group units with itself
 

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