Tuesday, 23 August 2016

{LONGTERMINVESTORS} Morning Call

 


Dear all,

   Markets erase early losses to end flat

Ø  Indian benchmark indices erased early losses to end marginally higher on Tuesday after European stocks climbed in early trade, buoyed by data showing that the euro area remained on a steady growth path in the third quarter, with no signs of the recovery being derailed by Brexit uncertainty.

Ø  Global risk appetite was firm after PMI data indicated the euro area remained on a steady growth path in the third quarter, with no signs of the recovery being derailed by Brexit uncertainty.

   Global Macro

Ø  U.S. new home sales jumped 12.4% to an annual rate of 654,000 in July from the revised June rate of 582,000.

Ø  Eurozone services Purchasing Managers' Index climbed to 53.1 from 52.9 a month ago.

Ø  Eurozone consumer confidence index dropped to -8.5 from -7.9 in July.              

  Corporate Buzz 

Ø  Tata Power registered 55.98% YoY fall in its net profit to INR 1.46bn in 1QFY17. Total income of the company decreased by 20.15% YoY to INR 19.81bn in 1QFY17 as compared to INR 24.81bn in 1QFY16.

Ø  NTPC raised INR 8bn through private placement of secured non-convertible debentures at a coupon of 7.58% p.a. with a door to door maturity of 10 years.

Ø  Tata Motors' subsidiary, Jaguar Land Rover (JLR) , in partnership with Rockar to launch a new digital retail website and accompanying store in the Westfield Stratford shopping complex.

Ø  HPCL registered 30% YoY jump in its net profit to INR 20.98bn in 1QFY17. Total income of the company decreased by 5.67% YoY to INR 51.93bn in 1QFY17, as compared to INR 55.05bn in 1QFY16.

Ø  Shree Renuka Sugars reported a net profit of INR 32mn in 1QFY17 as against net loss of INR 1502mn in 1QFY16.  Total income of the company increased by 3.32% YoY to INR 16.44bn in 1QFY17 as compared to INR 15.91bn in 1QFY16.

Ø  JK Tyre and Industries is planning to set up a new R&D centre of excellence in Mysuru. In this regard, the company will invest INR 1bn.

Ø  SREI Infrastructure Finance filed the Draft Shelf Prospectus (DSP) with BSE, NSE and SEBI for public issue of secured redeemable non-convertible debentures (NCDs) of face value INR 1,000 each aggregating up to INR 10bn.

Ø  The INR 12bn public issue of RBL Bank received overwhelming response from investors as it oversubscribed 69.53 times.

Ø  Hotel Leelaventure is seeking shareholders' nod to sell properties in Chennai and Delhi to pay off debt.

   Outlook

Ø  Benchmark indices are likely to open on a flat note amidst mixed global cues.

 

   Link

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Regards,

CSEC Research

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