Sunday, 10 July 2016

{LONGTERMINVESTORS} INDIA DAYBOOK: Car Sales, L&T Infotech IPO, IndusInd Bank, ICICI

 

 

Today: India car sales data for June; L&T Infotech IPO opens; Coal India buyback; IndusInd Bank earnings; ICICI Bank annual shareholders' meeting. WHAT TO WATCH:

  • India signs water-supply agreement for Zanzibar: Modi
  • Kenya, India to sign double taxation avoidance agreement
  • India to recalibrate trade pact talks with EU post-Brexit
  • India direct tax collection up to June +24.79% to INR1.24t
    • Indirect tax collection up to June grows 30.8% y/y to INR2t
  • South Africa looks to diversify exports to India: Zuma
  • India gold imports slump 52% in first half of 2016 on prices
  • India's state pension fund invested INR70b in ETF past yr
  • India monsoon-sown crop acreage 40.63m hectares as of July 8
  • India 2016-17 coffee crop post blossom est. at 320,000 tons
  • Forex Reserves +$2.4b to $363.2b in week to July 1: RBI
  • ICICI Bank seeks to raise Up to INR250b selling bonds
  • Coal India to consider proposal for buy back of its shares
  • Kajaria Ceramics to consider merging of Kajaria Securities
  • Shriram EPC to consider shares issue to CDR lenders & founders
  • Tata Power to consider issue of NCDs
  • Global funds +INR3.31b of local stocks; domestic funds - INR5.13b on July 8: Provisional data
  • Asian stocks rose, tracking gains in U.S. shares after a strong jobs report eased concerns about the world's largest economy.

MEDIA REPORTS:

  • Brookfield Asset Mgmt said to eye RCOMM's Tower Co.: ET
  • Essar Steel's Minnesota unit files for chapter 11: WSJ
  • Jaitley questions high interest rates on savings: PTI
  • Telecom ministry clears Airtel-Aircel spectrum deal: PTI
  • Ineos's Ratcliffe plans to resurrect Land Rover Defender: Times
  • Neyveli may buy 75% stake in Damodar Valley Power project: ET

ECONOMY:

  • 11:30am: India car sales data for June (prior 158,996)

CENTRAL BANK:

  • Eight Indian states to sell INR114b of debt on July 12

GOVERNMENT:

  • 10am: Health & Family Welfare Minister at workshop on World Population Day in New Delhi
  • 6:30pm: Urban Development Minister at CSE book release in New Delhi

BOND SALES:

  • Tata Motors plans to sell INR3b 2-year bonds at 8.13%

EARNINGS:

  • IndusInd Bank (IIB) 1Q 6.53b (12)

CONFERENCES/CORPORATE EVENTS:

  • 11am: Google Inc. to announce launch of the Android Skilling program in New Delhi
  • 11:30am: SIAM briefing on April-June car sales figures in New Delhi
  • Noon. CRISIL to hold teleconference to discuss 'Tracking the Quality of India's Growth'
  • 1:45pm: Romesh Sobti, MD & CEO of IndusInd Bank to discuss 1QFY17 earnings
  • 3:30pm: AIAI, WTC session on 'BREXIT: Impact on Indian Economy'
  • AGMs:
    • ICICI Bank, Radico Khaitan

OFFERINGS:

  • Larsen & Toubro's offer for L&T Infotech shares in IPO opens today, closes July 13. Raised INR3.73b, selling 5.25m shrs to 22 anchor investors at INR710 each

ANALYST RATINGS/RESEARCH:

  • Bajaj Electricals cut to accumulate from buy at Angel Broking
  • Blue Star cut to accumulate from buy at Angel Broking
  • IL&FS Transportation cut to accumulate at Angel Broking

MARKETS:

  • S&P 500 +1.5% to 2,129.9
  • Stoxx Europe 600 +2.1% to 2,838.01
  • MSCI Asia Pacific Index +2.1% to 130.9
  • Global Commodity Prices Overview
    • Gold spot +0.3% to $1,370.36 oz
    • Brent futures -0.7% to $46.42/bbl
  • SGX CNX Nifty Index futures for July delivery +1.1%
    • Sensex -0.3% to 27,126.90
    • Nifty -0.2% to 8,323.20
  • Yield on 7.59% bonds maturing Jan. 2026 at 7.38% on July 8
  • INR little changed at 67.37/USD

EQUITY PREVIEW:

  • Bayer CropScience (BYRCS): To adopt Ind-AS; FY16 financials to see impact
  • Tata Steel (TATA): In venture talks with Thyssenkrupp on Europe business
  • Tata Motors (TTMT): June global wholesales gain 21% y/y to 92,551 units
  • United Spirits (UNSP): Inquiry finds fund diversions of about INR9b; Mallya says all transactions legal
  • Vedanta (VEDL): Says it will boost Africa, South Africa investment
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