Sunday, 1 May 2016

{LONGTERMINVESTORS} Morning Call

 

Dear all,

 

    Markets ended on a flat note

Ø  Benchmark indices ended the session on a flat note after steep losses in the previous session following the Bank of Japan's surprise decision to refrain from adding to stimulus.

Ø  Global risk appetite was muted in view of a stronger yen and the release of disappointing U.S. GDP data.

Ø  Foreign Exchange Reserves in India increased to USD 361.6bn in April 22 from USD 360.3bn in the previous week.

   Global Macro

Ø  Eurozone GDP Annual Growth Rate expanded 1.60%YoY in the first quarter of 2016, the same as in the previous three quarter.

Ø  Eurozone Unemployment Rate came in at 10.2% in March of 2016 from a 10.4% in the previous month.

Ø  Eurozone Core Inflation Rate increased 0.70% in April of 2016 over the same month in the previous year.

  Corporate Buzz

Ø  India Bank Loan Growth increased 10.4% in the two weeks ended April 18th, 2016 from the same period in the previous year.

Ø  ICICI Bank's standalone total income increased by 14.5%YoY to INR 185.9bn in 4QFY16 and PAT decreased by 76%YoY to INR 7.02bn in 4QFY16. The steep fall in PAT was due to a one time contingent provision of INR 36bn.

Ø  Shriram Transport Finance's standalone revenue increased by 26.2%YoY to INR 29.2bn in 4QFY16 and PAT decreased by 54.6%YoY to INR 1.4bn in 4QFY16.

Ø  Sanofi's standalone revenue increased by 12.1%YoY to INR 5.7bn in 4QFY16 and PAT increased by 25%YoY to INR 806mn in 4QFY16.

Ø  Marico's consolidated revenue increased by 7.2%YoY to INR 13.3bn in 4QFY16 and PAT increased by 25.8%YoY to INR 1.3bn in 4QFY16.

Ø  Ajanta Pharma's consolidated revenue increased by 13.8%YoY to INR 4.3bn in 4QFY16 and PAT increased by 43.4%YoY to INR 1.06bn in 4QFY16.

Ø  Force Motors's standalone revenue increased by 29.6%YoY to INR 9.1bn in 4QFY16 and PAT increased by 59.3%YoY to INR 737.4mn in 4QFY16.

Ø  UPL's consolidated revenue increased by 23.4%YoY to INR 44.1bn in 4QFY16 and PAT increased by 25.4%YoY to INR 5.5bn in 4QFY16.

Ø  Indigo's standalone revenue increased by 7%YoY to INR 40.9bn in 4QFY16 and PAT increased by 0.3%YoY to INR 5.8bn in 4QFY16.

Ø  Oberoi Realty's consolidated revenue decreased by 32.1%YoY to INR 2.3bn in 4QFY16 and PAT decreased by 37.3%YoY to INR 645.5mn in 4QFY16.

 

   Outlook

Ø  Markets are likely to open on a cautious note amidst mixed global cues.

   Link

         Click here to view Morning Call

Regards,

CSEC Research

--
​ 

--
You received this message because you are subscribed to the Google Groups "LONGTERMINVESTORSRESEARCH" group.
To unsubscribe from this group and stop receiving emails from it, send an email to longterminvestorsresearch+unsubscribe@googlegroups.com.
Visit this group at https://groups.google.com/group/longterminvestorsresearch.
For more options, visit https://groups.google.com/d/optout.

No comments:

Post a Comment