Wednesday, 29 June 2016

{LONGTERMINVESTORS} INDIA DAYBOOK: Fiscal Deficit, Hindustan Unilever, SBI, Jim Yong

 

 

Today: Fiscal deficit data; RBI to hold govt. bond auction; Hindustan Unilever, State Bank of India, Punjab National Bank among cos to hold shareholders' meetings; World Bank Group president Jim Yong, Finance Minister Jaitley to speak. WHAT TO WATCH:

  • India approves $13b pay increase for govt. employees
    • To implement some pay commission views from Jan 1, 2016
  • India relaxes rules related to trade With Iran: notification
  • India CCEA approves 3 proposals related to national highways
  • India seen importing most sugar in 7-yrs amid drought
    • Sugar is most expensive since '12 on supply
  • Global funds +INR1.03b of local stocks; domestic funds - INR202m yday: Provisional data
  • Mobius sees investment center of gravity shifting toward Asia
  • Biggest India fund managers see monsoon rains outweighing Brexit
  • Sebi says offshore derivative instrument investments in some unregulated funds to be valid till 2020

MEDIA REPORTS:

  • Bharti Group said to plan exit from JV with Axa: CNBC
  • Essar Oil said to have paid $500m to Iran via new channel: PTI
  • India's Supreme Court may allow diesel car sales with cess: TOI
  • Airtel's Mittal says Jio's entry to erode tariffs: E. Times

ECONOMY:

  • 4:30pm: Fiscal deficit in rupees for April-May period
  • Eight infrastructure industries index for May (Prior +8.5%)

CENTRAL BANK:

  • Govt. to sell INR150b of four govt. bonds today

GOVERNMENT:

  • Noon. World Bank Group President Jim Yong Kim, Finance Minister Arun Jaitley hold bilateral meeting in New Delhi
  • 10:50am: Railways Minister Suresh Prabhu to unveil railway facilities/initiatives through video conferencing in New Delhi
  • 2:20pm: Railways Minister to launch NIVARAN portal in New Delhi

CONFERENCES/CORPORATE EVENTS:

  • 10am: PHD Chamber conference on 'How to Survive in Low Oil & Gas Price Scenario' in New Delhi
  • 10am: CII summit on 'Make in India: Make in North East' in Mumbai
  • 11:30. Citrus Payment Solutions to announce unveil of Sellfie in Mumbai
  • Noon. Autodesk India, NASSCOM to introduce 'New Standardized Product Design Engineering– Mechanical Courseware' in New Delhi
  • 5:15pm: World Bank Group President Jim Yong Kim to share his thoughts and the highlights of his India visit in New Delhi

AGMs: ** Biocon, Central Bank of India, Hindustan Unilever, Punjab National Bank, State Bank of India, Syngene International, Tinplate Co. OFFERINGS:

  • Larsen says L&T Infotech IPO price band set at INR705-710/shr
  • Quess Corp IPO gets 41% demand on first day of sale yday, offer to close July 1

ANALYST RATINGS/RESEARCH:

  • Gail India cut to outperform at Batlivala & Karani Securities

MARKETS:

  • S&P 500 +1.7% to 2,070.77
  • Stoxx Europe 600 +3.1% to 326.49
  • MSCI Asia Pacific Index +1% to 129
  • Global Commodity Prices Overview
    • Gold spot -0.2% to $1,316.40/oz
    • Brent futures -0.9% to $50.15/bbl
  • SGX CNX Nifty Index futures for June delivery +0.6%
    • Sensex +0.8% to 26,740.39
    • Nifty +0.9% to 8,204
  • Yield on 7.59% bonds maturing Jan. 2026 at 7.44% on June 29
  • INR +0.4% to 67.6850/USD

EQUITY PREVIEW:

  • Bank of Maharashtra (BOMH): To raise INR10b via FPO/rights/QIP
  • Coal India (COAL): Sign 2 pacts for 200MW solar project in Madhya Pradesh worth INR6.5b
  • Gati (GTIC): Says court restrains decision on shr issue, JV plans
  • KSS (KSLD): Co. says CEO Vineeta Dwivedi resigned effective July 10
  • Majesco (MJCO): Announce strategic partnership with iSIGN 

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