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#BreakingNews | #USFed dropped the target range for its overnight lending rate to 2% to 2.25%, or 25 basis points from the previous level.
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31/7/2019
BSE:+83(37481)
NSE:+32(11118)
MID:+97(13643)
SML:+42(12692)
Fll|FPI:-1497Cr
DlI:+2479Cr
B.Crude$:65
Gold$:1430=INR:34602
Silver: 41262
Rs/$: 68.79
New 7.26 2029 G-Sec: 6.36
NSE PE: 27.42
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NIFTY FROM RECENT 52 WEEK TOP OF 12100 TESTED TODAYS LOW OF 10999.
ALMOST 1100 PTS CORRECTION IN SHORT SPAN OF TIME.
STOCK SPECIFIC ACTIONS DO HAPPEN.
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તા - 15 મી જૂલાઈ 2019 ના CDSL ના સરક્યુલર મુજબ તા- 3 જી ઓગસ્ટથી DP માં ઓફ માર્કેટ શેર ટ્રાન્સફર થઇ શકશે નહિ. ફેમિલીમાં એક બીજામાં પણ ટ્રાન્સફર કરી શકાશે નહિ. જો આપે ભુતકાળમાં કોઈ લોન આપી હોય તો ૩ ઓગસ્ટ સુધીમાં પાછી લઈ લેવી. સરક્યુલર માટેની લીંક https://www.cdslindia.com/publications/commprocedure.aspx?eventid=DP2019-352
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INDEX MANAGEMENT

#ALLIESFIN

#RELIANCE DAYS LOW
#TCS DAYS TOP
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#STOCKLENDING #DHFL @ 8 PER SHARE
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Few important points for IPO @ALLIESFIN

1) UPI is Compulsory when you are bidding through Broker
2) UPI is optional when you are applying directly through Bank ASBA
3) UPI is optional when you are applying directly through Bank Online Net Banking
4) ASBA is Mandatory in case of application above 2lacs

Bank also will not accept applications after 30th Sept 2019.

#IPO #ALLIESFIN #UPDATES
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Business Standard

Ø Panel to meet again on funds transfer: Bimal Jalan

Ø IBC Amendments to ensure greater clarity: FM

Ø Slowdown, NBFC crisis pose fresh NPA scare: Moody's

Ø India benefited modestly from US-China trade war: SBI

Ø Paytm Money plans to start stock broking services

Ø SBI cuts deposit rates, keeps lending rates unchanged

Ø Vodafone Idea to close m-pesa business





Ø Parliament passes bill to curb ponzi schemes, protect poor investors

Ø India bond yields drop as FM says govt won't rethink foreign bond plan

Ø Number of pending appeals against Sebi's decisions rose in FY19 at SAT

Ø Tax rise for high earners may trigger fund flight from India: Bimal Jalan

Ø India's non-basmati rice export falls after govt withdraws tax incentive

Business Line





Mint

Ø As revival plans fail, NCLT orders IVRCL’s liquidation

Ø IFSC boost: CBDT gives compliance relief to non-resident investors

Ø India's renewable energy cost lowest in Asia Pacific: report

Ø Shortage of cane: EID Parry to shut Pudukottai sugar factory

Ø DLF Q1 profit zooms to ₹413 cr

Ø Cipla, Alvotech in pact for commercialisation of Humira biosimilar





Ø Sebi seeks public comments on issues related to proxy advisers

Ø Telcos may have limited participation in 5G spectrum auction

Ø Indian drug makers scouting for partners in China: report

Ø IOC-Adani Gas JV to invest Rs9,600 crore in city gas projects

Ø Dr Reddy's Lab Q1 net profit rises 45% to₹663 crore

Ø Bank of Maharashtra clocks ₹81 crore profit in June quarter

Financial Express





Deccan Chronicle

Ø Flipkart-owned PhonePe receives Rs 698-cr infusion from parent company

Ø DoT issues guidelines for 5G trials across all available spectrum bands

Ø CCI approves acquisition of Sundaram BNP Paribas by Sundaram Finance

Ø India’s crude steel output grows this much in June





Ø Rupee does U-turn, settles 14 paise up at 68.75 against US dollar

Ø Sensex ends 196 points lower on weak global cues

Ø Sitharaman seeks more rate cuts, says no review on overseas borrowing plan: report

Ø Leather exports decline despite government incentives
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PNB Housing Finance Ltd, earnings for quarter ended June.

Prism Johnson Ltd, earnings for quarter ended June.

PTL Enterprises Ltd, earnings for quarter ended June.

R Systems International Ltd, earnings for quarter ended June.

Shiva Global Agro Industries Ltd, earnings for quarter ended June.

Shoppers Stop Ltd, earnings for quarter ended June.

Solar Industries India Ltd, earnings for quarter ended June.

Solitaire Machine Tools Ltd, earnings for quarter ended June.

Spice Mobility Ltd, earnings for quarter ended June.

Sumeet Industries Ltd, earnings for quarter ended June.

Super Spinning Mills Ltd, earnings for quarter ended June.

Swaraj Engines Ltd, earnings for quarter ended June.

Tai Industries Ltd, earnings for quarter ended June.

Tci Developers Ltd, earnings for quarter ended June.

Tci Express Ltd, earnings for quarter ended June.

Tech Mahindra Ltd, earnings for quarter ended June.

Vaibhav Global Ltd, earnings for quarter ended June.

Vinati Organics Ltd, earnings for quarter ended June.

Vinyoflex Ltd, earnings for quarter ended June.

Winy Commercial & Fiscal Services Ltd, earnings for quarter ended June.





Today's Data Alert



Jul 30 : TERM REPO TENDER: 14-day variable rate term repo for 250 bln rupees. Bids to be submitted between 1100 and 1130 IST.


Jul 30 : Press conference of Tech Mahindra to discuss Apr-Jun earnings. 1615 IST, Mumbai.
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SGX Nifty +9 pts (11234) from last trade 11225 ,


Nikkei +157 pts ,
Hangseng -47 pts ,
Now @6.53am .


Dow +28.90 pts ,Nsdq -36.88 pts , S&P -4.89 pts , Bovespa +663 pts , Ftse +137 pts , Dax -2 pts , Cac -8 pts , Crude @ $57.12 brl (+0.15), Brent @ $63.71 brl (-0.00) , Gold @ 1424.20 (+3.99), Silver @ $16.465 (+0.02), Euro @ $1.1139, JPY @ $108.92, INR @ 68.745





Today's Corporate Action
30th July Ex Date


ANUP
Dividend - Rs. - 7.0000
AVANTI
Dividend - Rs. - 4.0000
BSOFT
Final Dividend - Rs. - 2.0000
DECCANCE
Final Dividend - Rs. - 3.7500
DHANUKA
Dividend - Rs. - 0.6000
DISAQ
Final Dividend - Rs. - 2.5000
ENDURANCE
Dividend - Rs. - 5.5000
GPPL
Final Dividend - Rs. - 1.8000
HIRECT
Final Dividend - Rs. - 0.4000
HONDAPOWER
Dividend - Rs. - 10.0000
IGARASHI
Dividend - Rs. - 4.9000
KCP
Final Dividend - Rs. - 1.0000
LAKSELEC
Dividend - Rs. - 9.0000
LAOPALA
Dividend - Rs. - 1.2000
MANALIPETC
Final Dividend - Rs. - 0.7500
MATRIMONY
Final Dividend - Rs. - 1.5000
MJCO
Final Dividend - Rs. - 1.5000
MORGANITE
Final Dividend - Rs. - 12.0000
NIITLTD
Final Dividend - Rs. - 5.0000
PAUSHAKLTD
Final Dividend - Rs. - 5.0000
SINNAR
Stock Split From Rs.10/- to Rs.5/-
SONATSOFTW
Final Dividend - Rs. - 8.0000
TNPETRO
Dividend - Rs. - 1.0000
YSL
Final Dividend - Rs. - 40.0000




Today's Key Result
NET PROFIT ESTIMATES
30th July



Axis Bank (1836 Cr +162 % Yoy Res After Mkt )
Hero Motoco ( 771 Cr -15 % Yoy Res After Mkt)
Tech M ( Cons 980 Cr +9 % Yoy Res After Mkt)
Bank Of India ( 365 Cr +284 % Yoy Res During Mkt )
Chola Fin ( 341 Cr +20 % Yoy Res After Mkt )
NMDC Ltd ( 1309 Cr +34 % Yoy Res After Mkt )
PNB Housing( 278 Cr +18% Yoy )
Source Cogencis




Today's Board Meetings


Jul 30


Aegis Logistics Ltd, earnings for quarter ended June.

Anand Projects Ltd, earnings for quarter ended June.

Andhra Cements Ltd, earnings for quarter ended June.

Axis Bank Ltd, earnings for quarter ended June.

Balkrishna Paper Mills Ltd, earnings for quarter ended June.

Binny Mills Ltd, earnings for quarter ended June.

Capital Trade Links Ltd, earnings for quarter ended June and to consider
Issuance of Equity Warrants on Preferential basis.

Chemfab Alkalis Ltd, earnings for quarter ended June.

Cholamandalam Investment And Finance Co Ltd, earnings for quarter ended June
and Issue of non-convertible debentures.

Contil India Ltd, earnings for quarter ended June.

Dish Tv India Ltd, earnings for quarter ended June.

EIH Associated Hotels Ltd, earnings for quarter ended June.

Enkei Wheels (India) Ltd, earnings for quarter ended June.

Fertilizers and Chemicals Travancore Ltd, earnings for quarter ended June.

Gallops Enterprise Ltd, earnings for quarter ended June.

Gokak Textiles Ltd, earnings for quarter ended June.

Granules India Ltd, earnings for quarter ended June and dividend.

GRP Ltd, earnings for quarter ended June.

Gujarat Gas Ltd, earnings for quarter ended June.

Gujarat Poly Electronics Ltd, earnings for quarter ended June.

Gulf Oil Lubricants India Ltd, earnings for quarter ended June.

Heidelbergcement India Ltd, earnings for quarter ended June.

Hero Motocorp Ltd, earnings for quarter ended June.

Ind Agiv Commerce Ltd, earnings for quarter ended June an dividend.

Informed Technologies India Ltd, earnings for quarter ended June.

Insilco Ltd, earnings for quarter ended June.

Jenburkt Pharmaceuticals Ltd, earnings for quarter ended June.

JSL Industries Ltd, earnings for quarter ended June.

Kalpataru Power Transmission Ltd, earnings for quarter ended June.

Khaitan Electricals Ltd, earnings for quarter ended March, Postponed from
Jul 1.

Lynx Machinery & Commercials Ltd, earnings for quarter ended June.

Medi Caps Ltd, earnings for quarter ended June.

Midas Infra Trade Ltd, earnings for quarter ended June.

Nagpur Power & Industries Ltd, earnings for quarter ended June.

New Delhi Television Ltd, earnings for quarter ended June.

Nocil Ltd, earnings for quarter ended June.

Orient Electric Ltd, earnings for quarter ended June.

Parsharti Investment Ltd, earnings for quarter ended June.
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29/7/2019
BSE:-196(37686)
NSE:-95(11189)
MID:-93(13762)
SML:-134(12925)
Fll|FPI:-704Cr
DlI:+1351Cr
B.Crude$:63
Gold$:1420=INR:34734
Silver: 41156
Rs/$: 68.73
New 7.26 2029 G-Sec: 6.41
NSE PE: 27.60
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*Business Standard :*


Ø Unsold homes pile up, huge battle looms for builders

Ø Anil Agarwal's Anglo American trade a gold mine

Ø Green nod to Tata Chem's Rs 1,042 cr soda ash project

Ø Higher import duty could cut Indian gold demand by approximately 2.4% this year : WGC

Ø NCLT told to start insolvency case against Raheja

Ø Torrent Group plans Rs 3,000 cr investment for gas pipeline network in UP

Ø FM Sitharaman rules out rethinking on overseas sovereign bonds: report

Ø Adani Group to invest Rs 5,500 cr in UP's food processing, power sectors

Ø NCLAT grants 3 weeks to Dighi Port promoters to settle creditors' claims

Ø Cipla urges govt to increase funds, ease policies for domestic pharma firms

Ø Cash-strapped DHFL seeks bankers' approval to restart loan disbursals

Business Line


*Mint :*


Ø ‘Rupee rise, uneasy trade relations with US impact engineering exports’

Ø FPI outflow crosses Rs 3,700 crore in July 2019

Ø Centre issues new circular to deal ‘firmly’ with tax evaders

Ø Adani plans Rs 5,500 cr investment in UP for power, food processing

Ø Pfizer, Mylan set to form global generic drug giant

Ø Steelmakers sound alarm over rising level of duty-free imports

Ø Vijay Mallya moves Supreme Court seeking stay on confiscation of properties

Ø Cannot reject insolvency plea over claims disputed after demand notice: NCLAT

Ø IDFC Ltd calls off plan to sell securities business to TCG

Ø Govt identifies 3-4 regional rural banks for IPOs; public issue likely this year

Ø RIL plans a big push for private-label brands

Financial Express



*Deccan Chronicle :*


Ø Pfizer plans to merge off-patent drug unit with Mylan

Ø World economy’s biggest week of 2019 as Fed prepares cut

Ø Discoms make a beeline for cheaper power supplied by NTPC under SCED system

Ø JLL India revenue grows 17 pc to Rs 4,000 cr in FY19; to hire 2,000 employees

Ø RBI report on secondary market for corporate loans likely by next month

Ø Unchanged sugarcane FRP for 2019-20 season makes mills happy
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er ended June,
Postponded from Jul 24.

S V Global Mill Ltd, earnings for quarter ended June.

Sanofi India Ltd, earnings for quarter ended June.

Shalby Ltd, earnings for quarter ended June.

Shree Ganesh Biotech (India) Ltd, earnings for quarter ended June.

Shriram City Union Finance Ltd, earnings for quarter ended June.

Smruthi Organics Ltd, earnings for quarter ended June.

Specular Marketing & Financing Ltd, earnings for quarter ended June.

Sri Nandaa Spinners Ltd, earnings for quarter ended June.

Sun Pharma Advanced Research Company Ltd, earnings for quarter ended June.

Supreme Industries Ltd, earnings for quarter ended June.

Swarna Securities Ltd, earnings for quarter ended June.

Tci Industries Ltd, earnings for quarter ended June.

Transport Corp Of India Ltd, earnings for quarter ended June.

Triveni Glass Ltd, earnings for quarter ended June.

Ultramarine & Pigments Ltd, earnings for quarter ended June.

V2 Retail Ltd, earnings for quarter ended June.

Vxl Instruments Ltd, earnings for quarter ended June.

Wall Street Finance Ltd, earnings for quarter ended June.
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*Mkt. Updates :*

*SGX Nifty -25 pts (11311) from last trade 11336 ,*

Nikkei -116 pts ,
Hangseng -135 pts ,
Now @6.54am .

Dow +51.54 pts ,Nsdq +91.67 pts , S&P +22.19 pts , Bovespa +164 pts , Ftse +60 pts , Dax +57 pts , Cac +32 pts , Crude @ $56.06 brl (-0.14), Brent @ $63.16 brl (-0.30) , Gold @ 1420.00 (+0.70), Silver @ $16.40 (-0.00), Euro @ $1.113, JPY @ $108.60, INR @ 68.885


*US GOVT. 10-YEAR YIELD : 2.06%*


*Today's Corporate Action 29th July Ex Date :*


ADANIENT
Final Dividend - Rs. - 0.4000
ARVIND
Final Dividend - Rs. - 2.0000
ASAHIINDIA
Dividend - Rs. - 1.0000
BHARATGEAR
Final Dividend - Rs. - 1.0000
BIRLACABLE
Dividend - Rs. - 2.0000
HAWKINCOOK
Dividend - Rs. - 80.0000
INDOAMIN
Final Dividend - Rs. - 1.0000
KEERTHI
Final Dividend - Rs. - 0.9000
KTKBANK
Final Dividend - Rs. - 3.5000
LUPIN
Final Dividend - Rs. - 5.0000
MINDAIND
Final Dividend - Rs. - 0.6500
PIDILITIND
Dividend - Rs. - 6.5000
SUDARSCHEM
Final Dividend - Rs. - 3.5000
SUDARSCHEM
Special Dividend - Rs. - 2.5000
TITAN
Dividend - Rs. - 5.0000
WEIZMANIND
Dividend - Rs. - 0.5000


*Today's Key Result NET PROFIT ESTIMATES 29th July :*


Dr Reddy's ( Cons 547 Cr +15% Yoy Res During Mkt)
BEL ( 2143 Cr +19 % Yoy Res After Mkt )
Castrol ( 196 Cr +20 % Yoy Res After Mkt)
Source Cogencis


*Today's Board Meetings Jul 29 :*


Adroit Infotech Ltd, earnings for quarter ended June.

Alembic Pharmaceuticals Ltd, earnings for quarter ended June.

Amradeep Industries Ltd, earnings for quarter ended June.

Amraworld Agrico Ltd, earnings for quarter ended June.

Ashirwad Steels & Industries Ltd, earnings for quarter ended June.

Aym Syntex Ltd, earnings for quarter ended June.

Bank Of Maharashtra, earnings for quarter ended June.

Bharat Electronics Ltd, earnings for quarter ended June.

Castrol India Ltd, earnings for quarter ended June and dividend.

Century Enka Ltd, earnings for quarter ended June.

Chennai Petroleum Corp Ltd, earnings for quarter ended June.

Choksi Imaging Ltd, earnings for quarter ended June.

Coastal Corporation Ltd, earnings for quarter ended June.

Cochin Shipyard Ltd, earnings for quarter ended June.

Dalmia Bharat Sugar And Industries Ltd, earnings for quarter ended June.

DLF Ltd, earnings for quarter ended June.

Dr.Reddy'S Laboratories Ltd, earnings for quarter ended June.

E.Com Infotech (I) Ltd, earnings for quarter ended June.

Eid Parry India Ltd, earnings for quarter ended June and raising of fund.

General Insurance Corporation of India, earnings for quarter ended June.

GHCL Ltd, earnings for quarter ended June.

Gokaldas Exports Ltd, earnings for quarter ended June.

Gujarat Borosil Ltd, earnings for quarter ended June.

Gujarat Intrux Ltd, earnings for quarter ended June.

Hypersoft Technologies Ltd, earnings for quarter ended June.

IFB Agro Industries Ltd, earnings for quarter ended June.

Incap Ltd, earnings for quarter ended June.

India Grid Trust, earnings for quarter ended June.

Indian Card Clothing Co Ltd, earnings for quarter ended June.

Indo Cotspin Ltd, earnings for quarter ended June.

International Combustion (India) Ltd, earnings for quarter ended June.

IRB Invit Fund, earnings for quarter ended June and dividend.

Jmc Projects (India) Ltd, earnings for quarter ended June.

Jtl Infra Ltd, earnings for quarter ended June.

K.P.R. Mills Ltd, earnings for quarter ended June.

Kansai Nerolac Paints Ltd, earnings for quarter ended June.

Kilpest India Ltd, earnings for quarter ended June.

Kingfa Science & Technology (India) Ltd, earnings for quarter ended June.

Lloyds Steels Industries Ltd, earnings for quarter ended June.

Manraj Housing Finance Ltd, earnings for quarter ended June.

Maruti Securities Ltd, earnings for quarter ended June.

Mercury Laboratories Ltd, earnings for quarter ended June.

Muthoot Capital Services Ltd, earnings for quarter ended June.

Navin Fluorine International Ltd, earnings for quarter ended June.

Orient Cement Ltd, earnings for quarter ended June.

Rane Engine Valve Ltd, earnings for quarter ended June.

Reliance Nippon Life Asset Management Ltd, earnings for quart
By: via @AlliesFin Serve T.ME/ALLiESFiN

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Q1 #EARNINGS ON FRIDAY:
ABB
Aarti Drugs
Atul
BAJAJ AUTO
Force Motors
Voda-Idea
JSW Steel
Jubilant Life
KPIT Tech
Mahindra Life
MARUTI
PNB
Teamlease
Vedanta
VST Inds

#stockstowatch
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*Business Standard :*


Ø  Tata Motors Q1 loss doubles to Rs 3,680 crore 

Ø  12.66 lakh new jobs created in May: ESIC payroll data

Ø  RBI panel for hike in collateral free lending

Ø  PSBs' gross NPA's down by over Rs 89K cr till Mar

Ø  Coal India subsidiaries face Rs 53,331 crore penalties

Ø  Patanjali gets control of Ruchi Soya for Rs 4,350 cr

Ø  No plan to revise or withdraw Bhushan bid: Jindal

Ø  India's planned maiden $10 bn foreign debt sale mired in confusion

Ø  Bajaj Finance Q1 net up 43% to Rs 1,195 crore on higher interest income

Ø  PMO wants FinMin to restudy issuing of overseas sovereign bond: Report

Ø  FPIs pour in $6.1 bn in Apr-July; equity segment gets a major chunk

Ø  Govt's steps to ease NBFC liquidity crisis too short-term: Fitch report


Business Line
 
 

*Mint :*


Ø  GST Council meeting rescheduled for July 27

Ø  JSW Steel wants ‘sanctity’ in Bhushan Power deal

Ø  Delhi HC gives relief for companies in anti-profiteering probe

Ø  NCLAT clears decks for Nagarjuna Oil resolution plan

Ø  Reliance-Aramco stake sale talks to continue, says Saudi's Falih

Ø  Govt introduces bill to amend companies law in LS
 
Ø  Bank of Baroda Q1 net profit rises 34% to₹710 crore

Ø  TCS overtakes RIL to reclaim m-cap crown

Ø  Apple to buy majority of Intel's modem chip business for $1 billion

Ø  Saudi Arabia struggles to end its oil addiction

Ø  Benefits from digital trade may grow 14-fold to $512 billion by 2030

Financial Express
 

 
*Deccan Chronicle :*


Ø  Telecom firms slapped Rs 2.6 crore fine in 3 quarters for call drops

Ø  NCLT stays its own order to prosecute IL&FS auditors

Ø  JSW Steel plans to hike domestic capacity to 45 MT by 2030

Ø  Bharti Infratel-Indus Towers merger may come up into being in August
 
Ø  Rupee skids for 4th day; settles 6 paise down against dollar

Ø  Gold imports increase 46 per cent in June quarter

Ø  FPI net selling in stocks crosses Rs 15K crore in July

Ø Assocham seeks inclusion of petroleum products in GST

Ø  Cayman Island court refuses worldwide freeze on Essar Global Fund
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nings for quarter ended June.

Sunshine Capital Ltd, earnings for quarter ended June.

Supreme Petrochem Ltd, earnings for quarter ended June.

Suraj Ltd, earnings for quarter ended June.

Swasti Vinayaka Art And Heritage Corporation Ltd, earnings for quarter ended
June.

Swasti Vinayaka Synthetics Ltd, earnings for quarter ended June.

Teamlease Services Ltd, earnings for quarter ended June.

Tilaknagar Industries Ltd, earnings for quarter ended March.

Transoceanic Properties Ltd, earnings for quarter ended June.

Usha Martin Ltd, earnings for quarter ended June.

Vedanta Ltd, earnings for quarter ended June.

Vodafone Idea Ltd, earnings for quarter ended June.

Vst Industries Ltd, earnings for quarter ended June.


*Today's Data Alert :*


Jul 26  : TERM REPO TENDER: 14-day variable rate term repo for 250 bln rupees. Bids to be submitted between 1100 and 1130 IST.

Jul 26  : Parliament's Budget Session ends.

Jul 26  : JSW Steel to discuss Apr-Jun earnings. Joint MD and group CFO Rao to be present. 1500 IST, Mumbai.
By: via @AlliesFin Serve T.ME/ALLiESFiN

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*Mkt. Updates:*

*SGX Nifty -44 pts (11271) from last trade 11315 ,*

Nikkei -107 pts ,
Hangseng -188 pts ,
Now @6.56am .

Dow -128.99 pts ,Nsdq -82.96 pts , S&P -15.89 pts , Bovespa -1464 pts , Ftse -12 pts , Dax -160 pts , Cac -27 pts , Crude @ $56.01 brl (-0.01), Brent @ $63.23 brl (-0.16) , Gold @ 1414.10 (-0.60), Silver @ $16.44 (-0.00), Euro @ $1.1145, JPY @ $108.67, INR @ 69.145


*US GOVT. 10-YEAR YIELD : 2.07%*


*Today's Corporate Action 26th July Ex Date :*


AARTIDRUGS
Final Dividend - Rs. - 1.0000
ADANIGAS
Dividend - Rs. - 0.2500
ADANIPORTS
Final Dividend - Rs. - 0.2000
ALKYLAMINE
Final Dividend - Rs. - 8.0000
ARIHCAPM
Dividend - Rs. - 0.7500
ARVSMART
Dividend - Rs. - 1.5000
BERGEPAINT
Dividend - Rs. - 1.9000
BRIGADE
Final Dividend - Rs. - 2.0000
ENIL
Final Dividend - Rs. - 1.0000
FLEXFO
Dividend - Rs. - 1.0000
HINDHARD
Dividend - Rs. - 1.2000
IGPL
Final Dividend - Rs. - 4.0000
MENONBE
Interim Dividend - Rs. - 1.2500
MODISNME
Final Dividend - Rs. - 0.5000
NESCO
Final Dividend - Rs. - 2.5000
SUPER
Final Dividend - Rs. - 2.5000
UNIVCABLES
Final Dividend - Rs. - 2.0000
VINDHYATEL
Dividend - Rs. - 12.0000
VINYLINDIA
Dividend - Rs. - 2.4000


*Today's Key Result NET PROFIT ESTIMATE 26th July :*

Bajaj Auto ( 1096 Cr -2% Yoy Res During Mkt)
Jsw Steel ( Cons 1114 Cr -53% Yoy Res During Mkt )
Maruti ( 1297 Cr -33 % Yoy Res During Mkt)
VEDL ( Cons 1391 Cr +9 % Yoy Res After Mkt )
ABB ( 109 Cr +7 % Yoy)
Jubliant Life ( Cons 200 Cr -1% Yoy )
PNB ( 420 CR LOSS )
Vodaphone ( 3171 Cr LOSS)
Source Cogencis


*Today's Board Meetings*L Jul 26 :*

Aarti Drugs Ltd, earnings for quarter ended June.

Abb India Ltd, earnings for quarter ended June.

Ador Multiproducts Ltd, earnings for quarter ended June.

Alicon Castalloy Ltd, earnings for quarter ended June.

Ashirwad Capital Ltd, earnings for quarter ended June.

Astec Lifesciences Ltd, earnings for quarter ended June.

Atul Ltd, earnings for quarter ended June.

Bajaj Auto Ltd, earnings for quarter ended June.

Bajaj Holdings & Investment Ltd, earnings for quarter ended June.

Balaji Amines Ltd, earnings for quarter ended June.

Chowgule Steamships Ltd, earnings for quarter ended June.

Confidence Petroleum India Ltd, earnings for quarter ended June.

Dic India Ltd, earnings for quarter ended June.

Elecon Engineering Co Ltd, earnings for quarter ended June.

Empire Industries Ltd, earnings for quarter ended June.

Escorts Finance Ltd, earnings for quarter ended June.

Force Motors Ltd, earnings for quarter ended June.

GIC Housing Finance Ltd, earnings for quarter ended June.

India Gelatine & Chemicals Ltd, earnings for quarter ended June and
dividend.

Indo City Infotech Ltd, earnings for quarter ended June, Preponed from Jul
31.

Indraprastha Medical Corp Ltd, earnings for quarter ended June.

Jsw Steel Ltd, earnings for quarter ended June.

Jubilant Life Sciences Ltd, earnings for quarter ended June.

Kalyani Forge Ltd, earnings for quarter ended June.

Kpit Technologies Ltd, earnings for quarter ended June.

Mahindra Lifespace Developers Ltd, earnings for quarter ended June.

Mangalam Drugs & Organics Ltd, earnings for quarter ended June.

Maruti Suzuki India Ltd, earnings for quarter ended June.

Mishka Exim Ltd, earnings for quarter ended June.

Music Broadcast Ltd, earnings for quarter ended June.

Nicco Parks & Resorts Ltd, earnings for quarter ended June.

Oriental Carbon & Chemicals Ltd, earnings for quarter ended June.

Pasari Spinning Mills Ltd, earnings for quarter ended June.

Plastiblends India Ltd, earnings for quarter ended June.

Polycab India Ltd, earnings for quarter ended June.

Punjab National Bank, earnings for quarter ended June.

Puravankara Ltd, earnings for quarter ended June.

Remsons Industries Ltd, earnings for quarter ended June.

Sagarsoft (India) Ltd, earnings for quarter ended June.

Sangam Renewables Ltd, earnings for quarter ended June.

Sarthak Metals Ltd, earnings for quarter ended March.

Shaba Chemicals Ltd, earnings for quarter ended June.

Shri Kalyan Holdings Ltd, earnings for quarter ended June.

STEL Holdings Ltd, ear
By: via @AlliesFin Serve T.ME/ALLiESFiN

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JPMorgan shuts one of its NBFCs in India, surrenders licence .

RBI said 45 companies have surrendered their NBFC licences so far in 2019

https://t.co/ApblT7W9v8
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Business Standard :


Ø DoT panel clears Rs 3,050 crore penalties on telcos

Ø IL&FS says on course to clear Rs 20,000 crore debt

Ø ICRA downgrades YES Bank’s bond programme

Ø Auto component industry fears loss of 10 lakh jobs

Ø Directive on payment security positive for IPPs: ICRA

Ø 1.74 lakh homes in 220 projects stalled: Report

Ø InvIT AUM may grow 5-fold in 2 years: Crisil

Ø India jumps five places to 52nd rank in Global Innovation Index 2019

Ø India's $10 billion bond sale pitch meets a world desperate for yield

Ø Govt approves creation of 4 mn tonnes of sugar buffer stock during FY20

Ø MMTC begins process to exit unprofitable entities, starting with NINL, ICEX

Ø Bombay High Court allows IATA to encash Cox & Kings bank guarantees

Business Line



Mint :


Ø NTPC, BHEL ink pact to set up JV for eco-friendly power plant

Ø NCLT orders insolvency process against L&T Halol

Ø Cabinet retains sugarcane FRP at₹275 a quintal

Ø NMDC terms ECT’s steel-making technology unproven, irrelevant

Ø Jubilant FoodWorks Q1 net profit dips marginally to Rs 71.48 cr

Ø V Guard Industries Q1 PAT increases 54%

Ø Govt may launch $10-billion global bond sale in October

Ø Investors see wealth erosion of ₹5.86 tn as markets fall for 5th straight day

Ø Asian Paints bucks the trend with high volume, profit growth in Q1

Ø India's monsoon rains 35% below average this week: IMD

Ø Deutsche Bank on the brink of a Lehman moment as it suffers $3.5-bn loss in Q2

Financial Express



Deccan Chronicle :

Ø RIL, OMCs prepare to push doorstep delivery of fuel

Ø Fitch downgrades long term IDR of Tata Motors

Ø CPSU solar tender gets dismal response

Ø Committee constituted to examine issues related to FDI in e-commerce

Ø Walmart, Flipkart to boost MSMEs, farmers' income in UP

Ø Sensex drops 135 points; Nifty slips below 11,300

Ø Airtel, Voda Idea fume over Rs 3,050-crore penalty

Ø US imposes record USD 5 bn fine, restrictions on Facebook in privacy probe
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Shantai Industries Ltd, earnings for quarter ended June.

Shetron Ltd, earnings for quarter ended June.

Shreyans Industries Ltd, earnings for quarter ended June.

Som Distilleries & Breweries Ltd, earnings for quarter ended June.

South India Paper Mills Ltd, earnings for quarter ended June.

South Indian Bank Ltd, earnings for quarter ended June.

Swastika Investmart Ltd, earnings for quarter ended June.

Taj GVK Hotels & Resorts Ltd, earnings for quarter ended June.

Tata Coffee Ltd, earnings for quarter ended June.

Tata Motors Ltd - DVR, earnings for quarter ended June.

Tata Motors Ltd, earnings for quarter ended June.

Tata Steel Bsl Ltd, earnings for quarter ended June.

Thirumalai Chemicals Ltd, earnings for quarter ended June.

Westlife Development Ltd, earnings for quarter ended June.


Today's Data Alert :


Jul 25 : Finance Minister Sitharaman to chair 36th meeting of GST Council. 1500 IST. New Delhi.

Jul 25 : Ashok Leyland Chief Operating Officer Kathuria to hold a press conference at launch of new bus. Navi Mumbai, 1400 IST.
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Mkt. Updates :

SGX Nifty +13 pts (11292) from last trade 11279 ,

Nikkei +64 pts ,
Hangseng +51 pts ,
Now @6.52am .

Dow -79.22 pts ,Nsdq +70.10 pts , S&P +14.09 pts , Bovespa +415 pts , Ftse -55 pts , Dax +32 pts , Cac -12 pts , Crude @ $55.98 brl (+0.10), Brent @ $63.13 brl (-0.04) , Gold @ 1424.40 (+0.80), Silver @ $16.625 (-0.00), Euro @ $1.1134, JPY @ $108.20, INR @ 68.975


US GOVT. 10-YEAR YIELD : 2.05%


Today's Corporate Action 25th July Ex Date :


AHLEAST
Dividend - Rs. - 2.5000
ALKALI
Dividend - Rs. - 1.2000
ASTRAL
Final Dividend - Rs. - 0.4000
BAJAJELEC
Final Dividend - Rs. - 3.5000
BOMDYEING
Final Dividend - Rs. - 1.5000
CADILAHC
Final Dividend - Rs. - 3.5000
CGCL
Final Dividend - Rs. - 0.3600
CHEMBOND
Dividend - Rs. - 2.0000
DFM
Dividend - Rs. - 1.2500
DYNAMIND
Final Dividend - Rs. - 1.5000
ELGIEQUIP
Final Dividend - Rs. - 1.3000
EXIDEIND
Final Dividend - Rs. - 0.8000
FINEORG
Final Dividend - Rs. - 7.0000
FSC
Final Dividend - Rs. - 1.2500
FSL
Final Dividend - Rs. - 2.0000
GAEL
Final Dividend - Rs. - 1.0000
GODREJAGRO
Final Dividend - Rs. - 4.5000
GSKCONS
Final Dividend - Rs. - 105.0000
HATSUN
Interim Dividend - Rs. - 2.0000
INDPRUD
Final Dividend - Rs. - 25.0000
INSECTICID
Final Dividend - Rs. - 2.0000
ISEC
Final Dividend - Rs. - 5.7000
NELCAST
Dividend - Rs. - 1.0000
NITTAGELA
Dividend - Rs. - 1.5000
OBCL
Final Dividend - Rs. - 0.5000
ORCHIDPHAR
Reduction of Capital
PACIFICI
Right Issue of Equity Shares
PRIMAPLA
Final Dividend - Rs. - 1.0000
TAMBOLI
Dividend - Rs. - 0.7000
TATACOMM
Final Dividend - Rs. - 4.5000
TCFCFINQ
Dividend - Rs. - 1.5000
TECHM
Dividend - Rs. - 14.0000
THERMAX
Dividend - Rs. - 7.0000
UJJIVAN
Final Dividend - Rs. - 0.4500
UNIABEXAL
Final Dividend - Rs. - 7.5000
VBL
Bonus issue 1:2
WELENT
Dividend - Rs. - 2.0000
ZENSARTECH
Final Dividend - Rs. - 1.8000
ZODIACLOTH
Dividend - Rs. - 1.0000


Today's Board Meetings Jul 25 :


Ador Welding Ltd, earnings for quarter ended June.

Ambuja Cements Ltd, earnings for quarter ended June.

Apcotex Industries Ltd, earnings for quarter ended June.

AU Small Finance Bank Ltd, earnings for quarter ended June.

Bajaj Finance Ltd, earnings for quarter ended June.

Bajaj Finserv Ltd, earnings for quarter ended June.

Banaras Beads Ltd, earnings for quarter ended June.

Bank Of Baroda, earnings for quarter ended June.

Bharat Bijlee Ltd, earnings for quarter ended June.

Biocon Ltd, earnings for quarter ended June.

Central Depository Services (India) Ltd, earnings for quarter ended June.

Confidence Futuristic Energetech Ltd, earnings for quarter ended June.

Eimco Elecon (India) Ltd, earnings for quarter ended June.

Ema India Ltd, earnings for quarter ended June.

Fervent Synergies Ltd, earnings for quarter ended June.

Foseco India Ltd, earnings for quarter ended June and dividend.

Genus Power Infrastructures Ltd, earnings for quarter ended June and
dividend.

Graviss Hospitality Ltd, earnings for quarter ended June.

Greenlam Industries Ltd, earnings for quarter ended June.

Grindwell Norton Ltd, earnings for quarter ended June.

Gruh Finance Ltd, earnings for quarter ended June.

IFB Industries Ltd, earnings for quarter ended June.

Inditrade Capital Ltd, earnings for quarter ended June.

IP Rings Ltd, earnings for quarter ended June.

JK Agri Genetics Ltd, earnings for quarter ended June.

Jubilant Industries Ltd, earnings for quarter ended June.

Kanchi Karpooram Ltd, to consider declaration of dividend.

Mold Tek Technologies Ltd, earnings for quarter ended June.

Mold-Tek Packaging Ltd, earnings for quarter ended June.

Mphasis Ltd, earnings for quarter ended June.

Onward Technologies Ltd, earnings for quarter ended June.

Oswal Yarns Ltd, earnings for quarter ended June.

Persistent Systems Ltd, earnings for quarter ended June.

Poona Dal & Oil Industries Ltd, earnings for quarter ended June.

PVR Ltd, earnings for quarter ended June.

Rane Brake Lining Ltd, earnings for quarter ended June.

Rishabh Digha Steel & Allied Products Ltd, earnings for quarter ended June.

RS Software India Ltd, earnings for quarter ended June.
By: via @AlliesFin Serve T.ME/ALLiESFiN

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#Q1 #EARNINGS ON WEDNESDAY:
Asian Paints
Bharti Infratel
Canara Bk
Crompton Consumer
ICICI Pru Life
IDFC First Bk
Jubilant Food
Intellect Design
Karur Vysya Bk
Mah Scooter
Oberoi Realty
PI Inds
Quess Corp
Sagar Cement
Sharda Cropchem
Shriram Transport
Syndicate Bk
Syngene
V-Guard
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Economic Times
Ø IMF cuts India's GDP growth forecast to 7% for FY20
Ø Infra, power segments depress L&T Q1 earnings
Ø HUL net up 15%; Q1 volume growth weak at 5%
Ø NCLAT's Essar Steel order not applicable to Ruchi Soya
Ø DHFL's insurance arms solvent, safe: IRDAI chief
Ø NSE excludes Reliance Infra, Reliance Capital from F&O segment

Business Standard
Ø IGPC wants banks to be allowed to buy gold, become bullion bankers
Ø Brookfield's plan to acquire cash-strapped Suzlon hits a roadblock
Ø Rana Kapoor, Morgan Credits pledge 7.34% stake in YES Bank with lenders
Ø Zee Entertainment reports 62.6% hike in Q1 net profit at Rs 530 cr
Ø Promoter stake in Cox & Kings down to 39% over payments default

Business Line
Ø SEBI may moot peer review mechanism for credit ratings
Ø Motor Vehicle Amendment Bill gets green signal in Lok Sabha
Ø Fitch, Moody’s cut Boeing’s credit rating outlook to negative
Ø Reliance Industries’ stake sale talks with Saudi Aramco hit roadblock
Ø Tata Power plans ₹2,500-cr asset sale to pare debt

Mint
Ø Moody’s assigns ‘Baa3’ rating to Hero FinCorp
Ø Oriental Bank of Commerce Q1 net profit at₹113 crore
Ø RBI names Kanungo to run monetary policy portfolio after Viral Acharya quits
Ø Aditya Birla Sun Life MF’s debt investors face cliff edge risk
Ø Supreme Court extends NRC deadline to 31 August

Financial Express
Ø RBI launches medium-term strategy framework Utkarsh 2022
Ø RIL denies Oberoi Hotels stake buy report; says, no plan to buy EIH shares from ITC
Ø Investments in Kisan Vikas Patra to now double in 9 years 5 months: FinMin
Ø Capex revival 12-18 months away, says Larsen and Toubro

Deccan Chronicle
Ø Rupee settles almost flat at 68.94 against US dollar
Ø Sensex, Nifty end lower for 4th day; bank, auto stocks drag
Ø IndusInd Bank plans to raise up to Rs 20,000 cr by issuing bonds
Ø Crude oil up 0.28 per cent on upbeat global cues
Ø Supreme Court cancels Amrapali registration, asks NBCC to complete projects
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Udaipur Cement Works Ltd, earnings for quarter ended June.

Umang Dairies Ltd, earnings for quarter ended June.

V R Woodart Ltd, earnings for quarter ended June.

V-Guard Industries Ltd, earnings for quarter ended June.

VTM Ltd, earnings for quarter ended June.


Today's Data Alert :


Jul 24 : T-BILL AUCTION: RBI to auction 91-day T-bills of 70 bln rupees,182-day T-bills of 50 bln rupees and 364-day T-bills of 40 bln rupees.
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SGX Nifty -23 pts (11315) from last trade 11338 ,

Nikkei +62 pts ,
Hangseng +112 pts ,
Now @6.52am .

Dow +177.29 pts ,Nsdq +47.27 pts , S&P +20.44 pts , Bovespa -245 pts , Ftse +41 pts , Dax +201 pts , Cac +51 pts , Crude @ $57.07 brl (+0.30), Brent @ $63.83 brl (+0.00) , Gold @ 1417.00 (-4.70), Silver @ $16.375 (-0.10), Euro @ $1.1146, JPY @ $108.26, INR @ 69.035


US GOVT. 10-YEAR YIELD : 2.08%


Today's Corporate Action 24th July Ex Date :


ADORFO
Dividend - Rs. - 3.5000
CHOLAHLDNG
Final Dividend - Rs. - 0.6500
CMIFPE
Final Dividend - Rs. - 10.0000
EICHERMOT
Dividend - Rs. - 125.0000
INDTONER
Final Dividend - Rs. - 1.5000
LT
Dividend - Rs. - 18.0000
MAGMA
Dividend - Rs. - 0.8000
MOTILALOFS
Final Dividend - Rs. - 4.5000
ORIENTCEM
Final Dividend - Rs. - 0.7500
PECOS
Final Dividend - Rs. - 1.0000
SOBHA
Dividend - Rs. - 7.0000
THANGAMAYL
Dividend - Rs. - 5.0000
UFLEX
Dividend - Rs. - 2.0000
VMART
Dividend - Rs. - 1.7000
WIREFABR
Final Dividend - Rs. - 0.6000


Today's Key Result NET PROFIT ESTIMATES 24th July :


Asian Paint ( Cons 569 Cr +2 % Yoy Res During Mkt)
Bharti Infratel ( Cons 591 Cr -7 % Yoy Res After Mkt)
Canbank ( 203 Cr -28 % Yoy Res During Mkt)
Cromp Greaves Consumer( 274 Cr +163% Yoy )
Idfc First Bank ( 84 Cr -43 % Yoy Res After Mkt )
Jubliant Food ( 88 Cr +18 % Yoy Res During Mkt)
PI Inds ( 100 Cr +23 % Yoy)
Quess Corp ( Cons 100 Cr +84 % Yoy )
Syngene Int ( 97 Cr +48% Yoy)
V Guard ( 45 Cr +33 % Yoy Res During Mkt)
Source Cogencis


Today's Board Meetings Jul 24 :

Anshuni Commercials Ltd, earnings for quarter ended June.

Artefact Projects Ltd, to consider Raising of funds by way of issue of
warrants on preferential basis and issue of equity shares.

Asian Paints Ltd, earnings for quarter ended June.

Automobile Corporation Of Goa Ltd, earnings for quarter ended June.

Bharti Infratel Ltd, earnings for quarter ended June.

Canara Bank, earnings for quarter ended June.

Cheviot Company Ltd, earnings for quarter ended June.

Cigniti Technologies Ltd, earnings for quarter ended June.

Coromandel Engineering Co Ltd, earnings for quarter ended June.

Corporate Courier And Cargo Ltd, to consider and approve Scheme of
arrangement.

Crompton Greaves Consumer Electricals Ltd, earnings for quarter ended June.

Crown Tours Ltd, earnings for quarter ended June.

Ge T&D India Ltd, earnings for quarter ended June.

ICICI Prudential Life Insurance Co Ltd, earnings for quarter ended June.

Idfc First Bank Ltd, earnings for quarter ended June.

Intellect Design Arena Ltd, earnings for quarter ended June.

Jubilant Foodworks Ltd, earnings for quarter ended June.

Kartik Investments Trust Ltd, earnings for quarter ended June.

Karur Vysya Bank Ltd, earnings for quarter ended June.

Kewal Kiran Clothing Ltd, earnings for quarter ended June.

KSB Ltd, earnings for quarter ended June.

Liberty Shoes Ltd, earnings for quarter ended June.

Maharashtra Scooters Ltd, earnings for quarter ended June.

Mm Rubber Co Ltd, earnings for quarter ended June.

Monnet Ispat & Energy Ltd, earnings for quarter ended June.

Monsanto India Ltd, earnings for quarter ended June.

Mps Ltd, earnings for quarter ended June.

Nelco Ltd, earnings for quarter ended June.

Newgen Software Technologies Ltd, earnings for quarter ended June.

Oberoi Realty Ltd, earnings for quarter ended June.

Orient Bell Ltd, earnings for quarter ended June.

PI Industries Ltd, earnings for quarter ended June.

Quess Corp Ltd, earnings for quarter ended June.

Rane (Madras) Ltd, earnings for quarter ended June.

Sagar Cements Ltd, earnings for quarter ended June.

Security And Intelligence Services (India) Ltd, earnings for quarter ended
June.

Sharda Cropchem Ltd, earnings for quarter ended June.

Shiva Cement Ltd, earnings for quarter ended June.

Shriram Transport Finance Co Ltd, earnings for quarter ended June.

Syndicate Bank, earnings for quarter ended June.

Syngene International Ltd, earnings for quarter ended June.

Tejas Networks Ltd, earnings for quarter ended June.

Tube Investments of India Ltd, earnings for quarter ended June.
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Economic Times





Business Standard

Ø Government to exit out of 23 CPSEs

Ø Need to grow over 8 % to become 5-trn economy: Kant

Ø GST Council may weigh GST on petroleum on July 25

Ø HPCL refuses to recognise ONGC as its promoter

Ø No estimate of Black Money in Swiss Banks: Sitharaman

Ø Icra, Care question Grant Thornton's report on IL&FS

Ø NSE to suspend trading in eight DHFL NCDs





Ø India's edible oil imports may rise by 7.3% to record highs in FY20: Expert

Ø IOC plans to invest Rs 1 trillion more in Odisha to set up petchem units

Ø Jaypee Infra promoters propose to repay all lenders, complete projects

Ø NTPC to seek shareholder nod to raise Rs 15K crore, hike borrowing limit

Ø SC orders status quo on NCLAT verdict in Essar Steel insolvency case

Business Line





Mint

Ø TVS Motor’s Singpore arm invests $7 m in US credit underwriting firm

Ø United Spirits Q1 net up 25.66% at Rs 181.7 cr

Ø Tata Power plans ₹2,500-cr asset sale to pare debt

Ø With customs duty hike, cement importers in the south in a bind

Ø NCLAT stays liquidation order against Adhunik Metaliks





Ø TVS Motor posts 7.22% growth in Q1 standalone revenues at Rs4,469 crore

Ø Kotak Mahindra Bank Q1 net profit rises 33% on lower provisions

Ø Oriental Bank of Commerce Q1 net profit at₹113 crore

Ø Investments via P-notes decline to ₹81,913 crore in June

Ø HDFC twins erase $6.4 billion market value

Financial Express





Deccan Chronicle

Ø Housing sales down 11 per cent in Q1; demand to rise on tax sops: PropTiger

Ø Bengaluru-based Jana Small Finance Bank has second highest NPAs under Mudra scheme

Ø Osaka Gas, JBIC invest $100 million to take minority stake in AG&P

Ø ‘IMF, World Bank should consult developing economies’ not RBI’s official view





Ø India will achieve 8 pc plus growth from FY 2020-2021 onwards: NITI Aayog

Ø Gold touches all-time high of Rs 35,970 per 10 gram

Ø Inter-ministerial group suggests ban on cryptocurrencies in India

Ø Big Four accountants may face CCI probe
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*SGX Nifty +2 pts (11354) from last trade 11352 ,*


Nikkei +181 pts ,
Hangseng +21 pts ,
Now @6.52am .


Dow +17.70 pts ,Nsdq +57.65 pts , S&P +8.42 pts , Bovespa +497 pts , Ftse +6 pts , Dax +29 pts , Cac +14 pts , Crude @ $56.22 brl (+0.00), Brent @ $63.26 brl (+0.00) , Gold @ 1424.40 (-2.70), Silver @ $16.365 (-0.04), Euro @ $1.1207, JPY @ $107.89, INR @ 68.915





*Today's Corporate Action*
23rd July Ex Date



APOLLOTYRE
Final Dividend - Rs. - 3.2500
ASHOKLEY
Dividend - Rs. - 3.1000
DELTRON
Interim Dividend - Rs. - 1.0000
DIXON
Final Dividend - Rs. - 2.0000
GEOJITFSL
Final Dividend - Rs. - 1.0000
HIKAL
Final Dividend - Rs. - 0.6000
HINDCOPPER
Dividend - Rs. - 0.5200
JKCEMENT
Final Dividend - Rs. - 10.0000
MAHLOG
Final Dividend - Rs. - 1.8000
SICAGEN
Dividend - Rs. - 0.4000
SINGER
Final Dividend - Rs. - 0.4000
TCIEXP
Final Dividend - Rs. - 0.6000
VICTMILL
Dividend - Rs. - 50.0000



*Today's Key Result*
NET PROFIT ESTIMATES
23rd July


Hind Lever ( 1739 Cr +14 % Yoy Res After Mkt)
L&T ( Cons 1396 Cr +15% Yoy Res After Mkt )
Zee Ent ( Cons 381 Cr +17 % Yoy Res After Mkt )
Hdfc Life ( 416 Cr +10% Yoy)
M&M Fin ( 375 Cr +40% Yoy Res After Mkt)
Mannapuram Fin ( Cons 376 Cr +40% Yoy)
Sbi Life ( 387 Cr +19% Yoy )
Torrent Pharma ( Cons 199 Cr +22% Yoy Res During Mkt)
Source Cogencis




*Today's Board Meetings*



Jul 23



Artson Engineering Ltd, earnings for quarter ended June.

Bayer Cropscience Ltd, earnings for quarter ended June.

DCM Shriram Ltd, earnings for quarter ended June.

Elantas Beck India Ltd, earnings for quarter ended June.

Everest Industries Ltd, earnings for quarter ended June.

HDFC Life Insurance Co Ltd, earnings for quarter ended June.

Hindustan Unilever Ltd, earnings for quarter ended June.

HT Media Ltd, earnings for quarter ended June.

Indag Rubber Ltd, earnings for quarter ended June.

JK Paper Ltd, earnings for quarter ended June.

Kajaria Ceramics Ltd, earnings for quarter ended June.

Keltech Energies Ltd, earnings for quarter ended June.

Larsen & Toubro Ltd, earnings for quarter ended June.

Linde India Ltd, earnings for quarter ended June.

Mahindra & Mahindra Financial Services Ltd, earnings for quarter ended June.

Mahindra Epc Irrigation Ltd, earnings for quarter ended June.

NIIt Technologies Ltd, earnings for quarter ended June.

Oriental Hotels Ltd, earnings for quarter ended June.

Ponni Sugars (Erode) Ltd, earnings for quarter ended June.

Rushil Decor Ltd, earnings for quarter ended June.

Saven Technologies Ltd, earnings for quarter ended June and dividend.

SBI Life Insurance Co Ltd, earnings for quarter ended June.

Shanthi Gears Ltd, earnings for quarter ended June.

SKF India Ltd, earnings for quarter ended June.

Sundaram-Clayton Ltd, earnings for quarter ended June.

Torrent Pharmaceuticals Ltd, earnings for quarter ended June.

Zee Entertainment Enterprises Ltd, earnings for quarter ended June.








*Today's Data Alert*


Jul 23  : TERM REPO TENDER: 14-day variable rate term repo for 250 bln rupees. Bids to be submitted between 1100 and 1130 IST.


Jul 23  : STATE LOAN AUCTION: 10 states to raise 98.00 bln rupees via bond sales.
By: via @AlliesFin Serve T.ME/ALLiESFiN

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*ASIA MARKETS*

*Asia stocks set to trade little changed amid better than expected earnings stateside*

*KEY POINTS*

- _Futures pointed to a tepid open for Asia Pacific stocks._

- _Tensions remain high in the Middle East following Iran’s seizure of a British tanker last week, with oil prices seeing gains on Monday._

*Stocks in Asia* Pacific were poised to trade little changed on Tuesday following overnight gains on Wall Street as the earnings season rolls on.

Futures pointed to a tepid open for the Nikkei 225 in Japan. The Nikkei futures contract was at 21,405, as compared to the index’s last close at 21,416.79.

Shares in Australia were also set to trade subdued. The SPI futures contract was at 6,640.0, as compared to the S&P/ASX 200′s last close at 6,691.20.

*Overnight* stateside, the S&P 500 gained 0.3% to close at 2,985.03, while the Nasdaq Composite advanced 0.7% to end its trading day at 8,204.14. The Dow Jones Industrial Average added 17.70 points to close at 27,171.90.

Amid the ongoing earnings season, more than a quarter of the S&P 500 companies has reported earnings this week. So far, more than 15% of the S&P 500 has posted quarterly results. Of those companies, 78.5% have topped analyst expectations for earnings while 67% have reported better-than-expected quarterly revenues, according to FactSet data.

Meanwhile, the U.K. is set to find out who its next prime minister will be as it moves closer to the Brexit departure deadline of October 31.

Tensions remain high in the Middle East following Iran’s seizure of a British tanker last week, with oil prices seeing gains on Monday.

The U.S. dollar index, which tracks the greenback against a basket of its peers, was at 97.257 after seeing lows below 97.2 yesterday.

The Japanese yen traded at 107.89 against the dollar after strengthening from the 108.0 handle in the previous session, while the Australian dollar changed hands at $0.7034 after slipping from highs above $0.705 yesterday.

Here’s a look at some of the data set to be released in the trading day ahead:

Singapore: Inflation data for June at 1:00 p.m. HK/SIN

South Korea earnings: LG Display, LG Innotek, Posco
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Tech Shares Lead Gains Before Earnings; Oil Rises: Markets Wrap

Technology shares led gains among U.S. stocks following mixed sessions in Europe and Asia as investors looked ahead to a busy week of corporate earnings. Oil gained amid tensions in the Persian Gulf.

Apple rallied after Morgan Stanley boosted its price target, while Micron Technology was lifted to buy from neutral by Goldman, as were Lam Research and Applied Materials. The Dow Jones Industrial Average was little changed. Stocks slipped throughout Asia, led by declines in Shanghai and Hong Kong as traders watched escalating tensions there. Treasuries advanced after traders pared bets the Federal Reserve will slash rates by a half-point this month.

“We will start to get results from some of the big multi-national industrials and tech firms, which should shed more light on the effects of the trade war and therefore could move markets on a broad scale,” Tom Essaye, a former Merrill Lynch trader who founded “The Sevens Report” newsletter, wrote in a note to clients.

Oil rose again, posting its biggest gain in more than a week, after Iran’s seizure of a British tanker fanned concerns of a confrontation that could disrupt Middle East supplies.

Investors will be eyeing earnings this week for signs of economic slowdown and any indication that trade strife is affecting companies’ bottom lines. On the trade front, Chinese state media reported face-to-face negotiations with the U.S. may resume soon, as Beijing considers a plan to boost American soybean purchases to sweeten a deal, people familiar with the matter said.

“It’s nice to see it’s restarting,” said Michael Kelly, global head of multi-asset at PineBridge Investments, which manages more than $90 billion. “I think it will provide plenty of room for both sides to get something and for us to avoid the worst case of tariffs on another $300 billion.”

Elsewhere, core European government bonds gained, while the pound slumped after a forecast showed Brexit may have already pushed the U.K. into a technical recession, and as Conservative Party members vote on new leadership.

Here are some key events coming up:

Earnings season rolls on with companies including: Amazon.com, Alphabet, Unilever, Caterpillar, Coca-Cola, McDonald’s and Boeing.
U.K. Prime Minister Theresa May’s successor is announced on Tuesday, with Boris Johnson expected to become the new Conservative leader and PM.
Thursday brings the European Central Bank policy decision. Economists widely expect officials to signal their readiness to cut interest rates and potentially broaden stimulus. Some see the chance of an immediate rate cut. ECB President Mario Draghi holds a briefing afterward.

These are the main moves in markets:

Stocks
The S&P 500 Index rose 0.3% as of 4:03 p.m. New York time. The Nasdaq Composite Index gained 0.7% and the Dow Jones Industrial Average less than 0.1%.
The Stoxx Europe 600 rose 0.1%.
The MSCI Emerging Market Index eased 0.4%.
The MSCI Asia Pacific Index dropped 0.5%.

Currencies
The Bloomberg Dollar Spot Index rose 0.1%, the second consecutive gain.
The euro was little changed at $1.1209, while the yen weakened 0.2% to 107.88 per dollar.
The British pound fell 0.2% to $1.2476.
The MSCI Emerging Markets Currency Index was little changed.

Bonds
The yield on 10-year Treasuries eased 1 basis point to 2.05%.
Germany’s 10-year yield dropped 2 basis points to -0.35%, the fourth straight decline.
Britain’s 10-year yield fell 3 basis points to 0.71%.

Commodities
West Texas Intermediate rose 1.1% to $56.22 a barrel.
Gold was little changed at $1,425 an ounce.
The Bloomberg Commodity Index fell 0.3%.
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Some countries have moon on their flags


While some countries having their flags on moon


#Chandrayaan2
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22/7/2019
BSE:-307(38031
NSE:-82(11337)
MID:-84(13994)
SML:-154(13157)
Fll|FPI:-1917Cr
DlI:+1830Cr
B.Crude$:63
Gold$:1427=INR:35109
Silver: 40970
Rs/$: 68.91
New 7.26 2029 G-Sec: 6.41
NSE PE: 27.81
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Business Standard :


Ø Govt looks to cut stake in PSUs to up to 26%

Ø RBI has an advice for IMF, World Bank

Ø Modi govt sets sights on making India $5 tn economy

Ø 'LIC offers Rs 1.25L-cr line of credit to fund projects'

Ø Main gas fields in KG-D6 block in late life stage: Reliance

Ø FPIs withdraw Rs 7,712 crore from stocks in July so far

Ø Etihad, Hinduja Group back at the deal table for grounded Jet Airways

Ø After 12 years, RBI set to modify fit-and-proper norms for bank directors

Ø Jio to keep adding subscribers despite decline in average revenue per user

Ø Strong rupee, lower GDP likely to tame inflation in India to 4.1%: ADB

Ø Embassy likely to mop up additional 14% stake in Indiabulls Real Estate

Business Line



Mint :


Ø CII identifies 31 items with high export potential

Ø 345 infrastructure projects show cost overruns of Rs 3.28 lakh crore

Ø Cairn Oil opts for cluster approach, outsourcing model for new fields

Ø BHEL bags Rs 486 cr order from NPCIL for Kudankulam project

Ø Dr Reddy’s announces closure of transactions with Upsher-Smith Labs

Ø Canada’s pension fund OMERS seeks new green energy deals

Ø Railways seeks cabinet nod to build 3 freight corridors at ₹3 trillion

Ø Investcorp closes maiden India PE fund at₹1,000 cr

Ø Post-$34 billion acquisition by IBM, Red Hat bets big on India

Ø Piramal raises ₹1,500 crore from StanChart Bank through NCDs

Financial Express



Deccan Chronicle :


Ø IL&FS case: Sebi expands probe into role of 5 credit rating agencies

Ø SME credit lending grows at 15.6% YoY; Gujarat top state for MSME lending

Ø USFDA found different dietary, medicinal claims on Patanjali’s sharbat bottles

Ø Govt to amend IBC to facilitate mediation for individuals

Ø Dip in India demand hits Russian diamond miner

Ø S’pore woes ring trade alarm bells

Ø Mukesh Ambani keeps salary capped at Rs 15 crore for 11th year in a row

Ø First time in a month, forex reserves fall by USD 1.11 billion

Ø Brookfield to invest Rs 25,215 cr in Reliance's telecom tower arm
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SGX Nifty -23 pts (11410) from last trade 11433 ,

Nikkei -74 pts ,
Hangseng -153 pts ,
Now @6.52am .

Dow -68.77 pts ,Nsdq -60.75 pts , S&P -18.50 pts , Bovespa -1264 pts , Ftse +15 pts , Dax +32 pts , Cac +1 pts , Crude @ $56.09 brl (+0.46), Brent @ $63.24 brl (+0.77) , Gold @ 1427.00 (+0.30), Silver @ $16.255 (+0.06), Euro @ $1.1215, JPY @ $107.80, INR @ 68.865


US GOVT. 10-YEAR YIELD : 2.05%


Today's Corporate Action 22nd July Ex Date :


BATAINDIA
Dividend - Rs. - 6.2500
BLUEDART
Dividend - Rs. - 12.5000
BOMBCYC
Final Dividend - Rs. - 5.0000
BOMBCYC
Special Dividend - Rs. - 10.0000
CARBORUNIV
Final Dividend - Rs. - 1.2500
CHOLAFIN
Final Dividend - Rs. - 0.4000
CTCL
Bonus issue 1:1
CTCL
Dividend - Rs. - 0.2000
DLF
Dividend - Rs. - 2.0000
FLFL
Dividend - Rs. - 1.4000
ICICIBANK
Final Dividend - Rs. - 1.0000
JENBURPH
Final Dividend - Rs. - 10.2000
JMCPROJECT
Final Dividend - Rs. - 0.7000
KALPATPOWR
Final Dividend - Rs. - 3.0000
NATPEROX
Dividend - Rs. - 65.0000
NOCIL
Dividend - Rs. - 2.5000
RADHIKAJWE
Interim Dividend-Rs. - 0.5000
REDINGTON
Final Dividend - Rs. - 3.3000
RPGLIFE
Final Dividend - Rs. - 2.4000
SHOPERSTOP
Dividend - Rs. - 0.7500
SOLIMAC
Dividend - Rs. - 1.1000
WSTCSTPAPR
Final Dividend - Rs. - 5.0000


Today's Key Result NET PROFIT ESTIMATES 22nd July :


Kotak Bank (1532 Cr +50% Yoy Res During Mkt)
Coromandel Fert ( Cons 71 Cr -21 % Yoy Res After Mkt )
Tvs Motors ( 141 Cr -4% Yoy Res During Mkt)
United Spirit ( 123 Cr +5 % Yoy Res After Mkt)
Source Cogencis


Today's Board Meetings Jul 22 :


Abhijit Trading Co Ltd, earnings for quarter ended June.

Apollo Tricoat Tubes Ltd, earnings for quarter ended June.

Can Fin Homes Ltd, earnings for quarter ended June.

Chadha Papers Ltd, earnings for quarter ended March, postponed from Jul 1.

Coromandel International Ltd, earnings for quarter ended June.

Epsom Properties Ltd, earnings for quarter ended June.

Glaxosmithkline Pharmaceuticals Ltd, earnings for quarter ended June.

Hindustan Media Ventures Ltd, earnings for quarter ended June.

Icici Securities Ltd, earnings for quarter ended June.

Jiya Eco-Products Ltd, earnings for quarter ended June.

Kirloskar Ferrous Industries Ltd, earnings for quarter ended June.

Kotak Mahindra Bank Ltd, earnings for quarter ended June.

Lakshmi Machine Works Ltd, earnings for quarter ended June.

Moongipa Capital Finance Ltd, earnings for quarter ended June.

Moongipa Securities Ltd, earnings for quarter ended June.

Oriental Bank Of Commerce, earnings for quarter ended June.

Shri Niwas Leasing And Finance Ltd, earnings for quarter ended June.

Srikalahasthi Pipes Ltd, earnings for quarter ended June.

TVS Motor Co Ltd, earnings for quarter ended June.

United Spirits Ltd, earnings for quarter ended June.
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@AlliesFin

Dilbert, American comic strip, has famous one liners!
Here are some. Have a laugh!



Dilbert's one liners:*

1. I say no to alcohol, it just doesn't listen.

2. A friend in need is a pest indeed.

3. Marriage is one of the chief causes of divorce.

4. Work is fine if it doesn't take too much of your time.

5. When everything comes in your way you're in the wrong lane.

6. The light at the end of the tunnel may be an incoming train..

7. Born free, taxed to death.

8. Everyone has a photographic memory, some just don't have film.

9. Life is unsure; always eat your dessert first.

10. Smile, it makes people wonder what you are thinking.

11. If you keep your feet firmly on the ground, you'll have trouble putting on your pants.

12. It's not hard to meet expenses, they are everywhere.

13. I love being a writer... what I can't stand is the paperwork.

14. A printer consists of 3 main parts: the case, the jammed paper tray and the blinking red light.

15. The guy who invented the first wheel was an idiot. The guy who invented the other three, he was the genius.

16. The trouble with being punctual is that no one is there to appreciate it.

17. In a country of free speech, why are there phone bills?

18.. If you cannot change your mind, are you sure you have one?

19. Beat the 5 O'clock rush, leave work at noon!

20. If you can't convince them, confuse them.

21. It's not the fall that kills you. It's the sudden stop at the end.

22. I couldn't repair your brakes, so I made your horn louder.

23. Hot glass looks same as cold glass. - Cunino's Law of Burnt Fingers

24. The cigarette does the smoking you are just the sucker.

25. Someday is not a day of the week

26.. Whenever I find the key to success, someone changes the lock.

27. To Err is human, to forgive is not a Company policy.

28. The road to success.... Is always under construction.

29. Alcohol doesn't solve any problems, but if you think again, neither does Milk.

30. In order to get a Loan, you first need to prove that you don't need it.

#alliesFin #quotes #sunday #vibes #laugh
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No need to enter Script wise details in ITR for LTCG - Clarifies IT Department http://bit.ly/2Lu4LC8
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BANK NIFTY BELOW 30000
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Gulf tensions rise as US shoots down Iranian drone - https://timesofindia.indiatimes.com/world/us/gulf-tensions-rise-as-us-shoots-down-iranian-drone/articleshow/70285575.cms
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AGAIN 7% UP TODAY POST GOOD QUARTERLY NUMBERS.
OVERALL 15 TO 18% UP SINCE RESUTLS.
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PROFIT BOOKING CONTD IN MARKETS.
SEEMS HINTED WELL IN ADVANCE.
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Today's Board Meetings


Jul 19





Alstone Textiles (India) Ltd, earnings for quarter ended June.

Amal Ltd, earnings for quarter ended June.

Bandhan Bank Ltd, earnings for quarter ended June.

Bhageria Industries Ltd, earnings for quarter ended June and to consider
allotment of bonus shares.

Dabur India Ltd, earnings for quarter ended June.

Dhanuka Agritech Ltd, earnings for quarter ended June.

Hindustan Zinc Ltd, earnings for quarter ended June.

Icici Lombard General Insurance Co Ltd, earnings for quarter ended June.

Ind Bank Housing Ltd, earnings for quarter ended June.

Indbank Merchant Banking Services Ltd, earnings for quarter ended June.

JM Financial Ltd, earnings for quarter ended June.

L&T Finance Holdings Ltd, earnings for quarter ended June.

L&T Technology Services Ltd, earnings for quarter ended June.

Mahindra Cie Automotive Ltd, earnings for quarter ended June.

Phillips Carbon Black Ltd, earnings for quarter ended June.

Pratik Panels Ltd, earnings for quarter ended June.

Radhe Developers (India) Ltd, earnings for quarter ended June.

Rbl Bank Ltd, earnings for quarter ended June.

Reliance Industries Ltd, earnings for quarter ended June.

Tokyo Finance Ltd, earnings for quarter ended June.

Tokyo Plast International Ltd, earnings for quarter ended June.





Today's Data Alert



Jul 19 : CPI for rural and farm labourers for June, by Labour Bureau.


Jul 19 : BOND AUCTION: RBI to auction 50 bln rupees of 7.32%, 2024 bond; 60 bln rupees of 7.26%, 2029 bond; 20 bln rupees of 7.69%, 2043 bond; and 40 bln rupees of 7.72%, 2049 bond.
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POST NUMBERS INFOSYS STOCK UP 10% APPROX, WILL WIPRO FOLLOW SAME POST NUMBERS RELEASED YESTERDAY ?
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#HDFCAMC post #quarterly #EARNINGS numbers stock up almost 10%. #ALLIESFIN
#MARKETS REWARDING
GOOD #NUMBERS,
GOOD #MANAGEMENT,
GOOD #BUSINESS.
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HDFC LTD 52 WEEK TOP.
WILL IT HELP TO SAVE MARKETS FROM PROFIT BOOKING ?
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Key Result & Concall Today

Wednesday – 17 July
ADITYA BIRLA MONEY
DFM FOODS
DHANLAXMI BANK
MENON BEARINGS
MINDTREE
SEL MANUFACTURING
TATA ELXSI
WIPRO
YES BANK

---Concall Today---
4:30 PM MCX
Dial: 6280 1385

6:00 PM Yes Bank
Dial: 7115 8034

7:15 PM Wipro
Dial: 6280 1120
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Business Standard

Ø Iran to invest in Indian refinery, says ambassador

Ø WTO opens way for Chinese sanctions against U.S.

Ø India's Vedanta to invest $650 million in new oil blocks

Ø Banks bad loans down at Rs 9.34L crore: Sitharaman

Ø Lenders to DHFL ready for haircut in rescue - sources

Ø Centre cuts interest on GPF by 10 bps to 7.9 per cent

Ø Cox and Kings defaults again; shares at record low





Ø 10-year bond yield hits lowest level since demonetisation, closes at 6.33%

Ø Moody's affirms Baa1 rating to state-owned ONGC over better oil prices

Ø Future of Wipro will outshine everything done so far: Azim Premji

Ø Goyal backs multi-brand FDI policy, says no changes in the offing

Ø Federal Bank Q1 net profit up 46% to Rs 384 crore as bad loans ease

Business Line





Mint

Ø SEBI provides new format for compliance report on corporate governance

Ø HDFC AMC Q1 net profit zooms 42 per cent, at ₹292 crore

Ø Jet Airways creditors set insolvency process in motion

Ø Passenger vehicles retail sales dip 4.6 per cent in June: FADA

Ø Bharat Dynamics eyeing ₹25,000 cr order book in next four years





Ø Retail investors can also participate in the primary market issues of G-secs

Ø Essar Steel case: Lenders move SC against NCLAT order

Ø DCB Bank Q1 profit jumps 16.63% at ₹81.06 crore

Ø Creditors' committee of Jet Airways to vote on $10-million interim funding

Ø Bombay  HC  quashes permits for ₹14,000-crore  coastal road project

Financial Express





Deccan Chronicle

Ø 2,500 drugs samples out of 76,000 examined found substandard in 2018-19

Ø Oil India signs contract for 12 oil blocks; Vedanta 10, ONGC 8

Ø Taxmen detect Rs 37,946 crore fraud in FY19

Ø India’s renewable energy capacity crosses 80GW-mark, says RK Singh





Ø NSE to exclude DHFL shares from equity derivatives segment from Sept 27

Ø Rupee falls 17 paise against USD on rising crude, capital outflow

Ø Private banks’ share in MF holdings nears 20 per cent

Ø KPMG makes bid to revive Videocon
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Today's Corporate Action
17th July Ex Date


BALAMINES
Dividend - Rs. - 2.8000
BHAGIL
Bonus issue 1:1
BIMETAL
Dividend - Rs. - 10.0000
CREATIVE
Final Dividend - Rs. - 10.0000
DELTRON
Dividend - Rs. - 6.5000
EDELWEISS
Final Dividend - Rs. - 0.3000
EIMCOELECO
Dividend - Rs. - 7.0000
EMPIND
Dividend - Rs. - 25.0000
FEDERALBNK
Final Dividend - Rs. - 1.4000
GRINDWELL
Dividend - Rs. - 6.0000
KALYANIFRG
Final Dividend - Rs. - 4.0000
MAHEPC
Dividend - Rs. - 1.0000
MEGH
Final Dividend - Rs. - 0.4000
ONWARDTEC
Final Dividend - Rs. - 1.5000
PTL
Final Dividend - Rs. - 2.5000
RBL
Final Dividend - Rs. - 9.0000
SMRUTHIORG
Dividend - Rs. - 2.0000
TEJASNET
Final Dividend - Rs. - 1.0000
TIRUMALCHM
Dividend - Rs. - 2.0000
UFO
Final Dividend - Rs. - 2.5000
VOLTAS
Final Dividend - Rs. - 4.0000
ZYDUSWELL
Final Dividend - Rs. - 5.0000





Today's Key Result
NET PROFIT ESTIMATES
17th July



Wipro ( Cons 2338 Cr +10 %Yoy Res After Mkt)
Yes Bank ( 41Cr LOSS Res After Mkt)
Mind Tree ( Cons 172 Cr +9% Yoy Res During Mkt)
Source Cogencis




Today's Board Meetings

Jul 17

Aditya Birla Money Ltd, earnings for quarter ended June.

DFM Foods Ltd, earnings for quarter ended June.

Dhanlaxmi Bank Ltd, earnings for quarter ended June.

Duncan Engineering Ltd, earnings for quarter ended June.

Gaurav Mercantiles Ltd, earnings for quarter ended June.

Haldyn Glass Ltd, earnings for quarter ended June.

Menon Bearings Ltd, earnings for quarter ended June.

Mindtree Ltd, earnings for quarter ended June.

MSTC Ltd, to consider the payment of dividend on equity shares of the Co,
postponed from Jul 16.

Sel Manufacturing Co Ltd, earnings for quarter ended June.

Sumeru Industries Ltd, earnings for quarter ended June.

Tata Elxsi Ltd, earnings for quarter ended June.

Ushdev International Ltd, earnings for quarter ended June.

Wipro Ltd, earnings for quarter ended June.

Yes Bank Ltd, earnings for quarter ended June.






Today's Data Alert



Jul 17 : Money supply as on Jul 5, by RBI.


Jul 17 : T-BILL AUCTION: RBI to auction 91-day T-bills of 70 bln rupees, 182-day T-bills of 50 bln rupees and 364-day T-bills of 40 bln rupees.
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HDFC AMC- Q1 FY20 (Standalone - Unaudited)

Revenue from ops at 504.39 Crs
471.23 Crs YoY (7.01%) 486.50 Crs (3.70%) QoQ

Net Profit of 291.79 Cr
205.26 Cr YoY (41.92%) 276.17 Crs (5.34%) QoQ

EPS (in Rs.) 13.69
9.68 YoY | 12.97 QoQ

View: Strong result. YoY and QoQ revenue and profit both have increased. Net profit margin is 57.8% Vs. 43.52% in YoY which is quite impressive. The company is in the business of providing asset management services to HDFC mutual fund and portfolio management & advisory services to clients.

During the quarter ended June 30, 2019, the Company has allotted 19,435 equity shares of INR 5 each pursuant to exercise of stock options by certain employees.

The Board of Directors have proposed a final dividend of INR 12 per equity share for the year ended March 31, 2019 at its meeting held on April 26, 2019, subject to the approval of the shareholders at the ensuing Annual General Meeting. The proposed final dividend is in addition to the interim dividend of INR 12 per equity share declared by the Board of Directors on February 26, 2019. Therefore Total dividend is INR 24 per share.

ROE and ROCE is around 23% and 51% respectively and book value per share is around INR 134 per share and share is currently trading at 15x of its book value. Company is currently trading at annualized PE of around 39 which is average as per Industry benchmark. Promoter is holding around 82.7% in the company which is HDFC group. FIIs hold around 4.1% in the company. Company has very strong reserve and balance sheet and operating profit margin is around 68% and which is continuously increasing in QoQ and YoY.

Share price high 2096 and 2012 almost in same range. Company business is continuously strong on QoQ and YoY and very well reputed brand of HDFC Group since IPO company has given exceptionally well return. Long term outlook remain stable with target price of INR 2500. Short term outlook is also remain good.


Disclaimer: Views are shared based on market research and study and personal in nature. Others can take the different view and opinions. Please do the thoroughly study before enter or exit the shares.
RD Stock (“High Returns with Low Risk is the Key”)
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Die empty, a book worth read, symposia of book in following link https://t.me/AlliesFin/7365
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Die Empty

One of the most meaningful book to read is *Die Empty* by Todd Henry.

The author was inspired and got this idea of writing ​​this book while attending a business meeting.
When the Director asked the audience, "Where is the richest land in the world?"

One of the many in audience answered, "Oil-rich Gulf states."
Another added, "Diamond mines in Africa."

Likewise all the replies were given!

Then the Director said, "No it is the cemetery! Yes, it is the richest land in the world, because millions of people have departed, "they have died" and they carried many valuable ideas that did not come to light and benefited others. It is all in the cemetery where they are buried."

Inspired by this answer Todd Henry wrote his book *Die Empty* where he did his best to motivate people to pour out their ideas and potential energies in their communities and turn them into something useful before it is too late.

The most beautiful of what he said in his book is: *Do not go to your grave and carry inside you the best that you have. Always choose to Die Empty.*

The TRUE meaning of this expression, is to die empty of all the goodness that is within you. Deliver it to the world, before you leave.

If you have an idea; perform it.
If you have knowledge; use it.
If you have a goal; achieve it.
If u have talent show it.

Love, share and distribute, do not keep it inside.

Shall we begin to give and spread every atom of goodness inside us?

Let’s start the race to....

#AlliesFin #dieempty #book

Die Empty

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Pranam,
@ALLIESFIN

some mid n small caps,
even some penny stocks is attracting buying at lower lvls.
watch out your list.
GOOD FUNDA
SOUND MGMNT
CASH RICH BUSINESS
TO ATTRACT VALUE BUYING.

#alliesfin #value #buying #longterm #investing
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KEY #earnings THIS WEEK:

@AlliesFin

TUES:
DCB Bk
Federal Bk
HDFC AMC
Jay Bharat
MCX

WED:
Mindtree
TataElxsi
Wipro
Yes Bk

THURS:
ACC
Colgate
Cyient
L&T Infotech
SterliteTech

FRI:
Bandhan Bk
Dabur
HindZinc
ICICILombard
Indigo
L&T Fin
Mah CIE
RBL Bk
RIL

#alliesfin #july #earnings
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Investors were already in shock!

And Now Vakrangee to Set up ELectric Vehicle Charging Infra in India !


#Vakrangee hai toh mumkin hai
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Market Updates :

Sgx Nifty -10 pts
Dow +27.13 pts ,Nsdq +14.04 pts , S&P +0.53 pts , Bovespa -103 pts , Ftse +25 pts , Dax +64 pts , Cac +5 pts , Nikkei Clsd , Crude @ $59.40 brl (-0.18), Brent @ $66.48 brl (-0.00) , Gold @ 1416.90 (+4.40), Silver @ $15.40 (+0.03), Euro @ $1.1256, JPY @ $107.94, INR @ 68.53


US GOVT. 10-YEAR YIELD : 2.09%


Today's Corporate Action 16th July Ex Date :


CHEVIOT
Dividend - Rs. - 1.0000
EVERESTIND
Dividend - Rs. - 7.5000
GET&D
Dividend - Rs. - 1.8000
HEROMOTOCO
Final Dividend - Rs. - 32.0000
HIL
Final Dividend - Rs. - 12.5000
IPRINGLTD
Dividend - Rs. - 1.0000
MPSLTD
Final Dividend - Rs. - 25.0000
ORIENTBELL
Final Dividend - Rs. - 0.5000
PVR
Final Dividend - Rs. - 2.0000
RML
Final Dividend - Rs. - 4.5000
SAGARSOFT
Final Dividend - Rs. - 1.5000
SAGCEM
Dividend - Rs. - 2.5000
SESHAPAPER
Dividend - Rs. - 20.0000
SYNGENE
Final Dividend - Rs. - 0.5000
TAJGVK
Dividend - Rs. - 0.6000
TCS
Interim Dividend - Rs. - 5.0000
VGUARD
Final Dividend - Rs. - 0.8000
VINATIORGA
Dividend - Rs. - 7.0000



Today's Key Result NET PROFIT ESTIMATES 16th July :


Federal Bank ( 359 Cr +37 % Yoy Res During Mkt)
Source Cogencis



Today's Board Meetings Jul 16 :

5paisa Capital Ltd, earnings for quarter ended June.

Agro Tech Foods Ltd, earnings for quarter ended June.

Artemis Electricals Ltd, to consider acquisition of share.

B.C. Power Controls Ltd, earnings for quarter ended June.

DCB Bank Ltd, earnings for quarter ended June.

Federal Bank Ltd, earnings for quarter ended June.

HDFC Asset Management Co Ltd, earnings for quarter ended June.

Jay Bharat Maruti Ltd, earnings for quarter ended June.

Kore Foods Ltd, earnings for quarter ended June.

Mandhana Industries Ltd, to consider and approve issue of equity shares.

Multi Commodity Exchange Of India Ltd, earnings for quarter ended June.

Network18 Media & Investments Ltd, earnings for quarter ended June.

Next Mediaworks Ltd, earnings for quarter ended June.

Pacific Industries Ltd, to consider right issue.

Richirich Inventures Limited, earnings for quarter ended June.

Steelco Gujarat Ltd, earnings for quarter ended March, Postponed from Jun
14.

Tv18 Broadcast Ltd, earnings for quarter ended June.

Vikas Multicorp Ltd, earnings for quarter ended June.



*Today's Data Alert :*

Jul 16   : 14-day variable rate term repo for 245 bln rupees. Bids between 1100 and 1130 IST.

Jul 16   : Nomura Financial and Advisory Services to discuss India equity outlook for Oct-Mar. Head of Equity Research India Mukherjee to be present. 1200 IST, Mumbai.

Jul 16   : Jal Shakti Minister Shekhawat and Agriculture Minister Tomar to address 8th Agrochemicals Conference. 1100 IST, New Delhi.

Jul 16   : STATE LOAN AUCTION: Nine states to raise 67.50 bln rupees via bond sale.



*Today's Global Data :*


Jul 16: UK June unemployment figures; 1400 IST

Jul 16: UK May mortgage lending trends data; 1400 IST

Jul 16: Eurozone May foreign trade data; 1430 IST

Jul 16: France OECD Apr-Mar employment situation; 1530 IST

Jul 16: US Goldman Sachs store sales index for a week ended Jul 13; 1725 IST

Jul 16: US Federal Reserve's official to speak at a Fed Listens event; 1745 IST

Jul 16: US Jun advance monthly sales for retail and food services; 1800 IST

Jul 16: US Jun Import & Export Price Indexes; 1800 IST

Jul 16: US Jun industrial production and capacity utilization data; 1845 IST

Jul 16: US May manufacturing and trade data; 1930 IST
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@AlliesFin Serve T.ME/ALLiESFiN's Post

Dr Amit Malik – A guide to mastering the traders' mindset

http://www.moneycontrol.com/news/business/dr-amit-malik-a-guide-to-mastering-the-traders-mindset-4201711.html
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TDS ON LIFE INSURANCE POLICIES.
MORE DETAILS SOON
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@AlliesFin Serve T.ME/ALLiESFiN's Post

https://t.me/AlliesFin/7337

today monday DHFL taking breathing 40% hit on promoters inputs.
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Economic Times



Business Standard

Ø DHFL warns investors it may not survive as a going concern

Ø Tatas may have to take a call on debt-heavy TCL

Ø 'Govt to pay damages to consumers for load sheddings'

Ø Tata Steel's Q1 steel output grows 9% to 7.61 MT

Ø Ceat lines up Rs 3,500 crore capex to ramp up production capacity

Ø As IndiGo faces turbulence, regulators intensify scrutiny of governance lapses



Ø Lenders wary of using IBC for debt resolution over creditors' parity

Ø Balance sheet of India Inc weakens; net debt-equity ratio inches up in FY19

Ø After RInfra and RPower, lenders to rejig debt of 2 more Anil Ambani firms

Ø Torrent Pharmaceuticals manages to improve Unichem's FY19 profits

Ø Sterlite's closure hits Vedanta copper earnings; revenue drops by 57%

Business Line



Mint

Ø Stop steel exports at lower than domestic price: Consumers’ associations

Ø IOC hires foreign flagged VLCC at day rate of $31,950 for seven years

Ø Solar energy body seeks capping tariff at ₹ 3/unit under NTPC, SECI auctions

Ø BHEL bags ₹100-cr order from NTPC to set up solar power plant

Ø Lupin aims to launch new products across geographies this fiscal



Ø Guidelines for PSU banks to pick pooled assets of NBFCs likely this week

Ø LIC new premium more than doubles in June

Ø Unicorn India Ventures launches ₹400 crore tech-focused fund

Ø Govt says Deloitte misreading law in challenging government's call for ban

Ø Nine of top-10 firms lose ₹88,609 crore in m-cap, HDFC Bank, TCS top losers

Financial Express



Deccan Chronicle

Ø E-commerce: Reliance Jio not to take on Amazon and Flipkart, readies platform to wire kirana stores

Ø Relief for power firms: Govt asks Aptel to crack down on ‘regulatory assets’

Ø Unprepared UK facing highest risk of recession since 2007

Ø Warning shot to world economy as Singapore slumps, China exports drop

Ø Farm credit may exceed Rs 13 lakh crore in FY20: Nabard



Ø Crude oil demand growth to remain stable

Ø State Bank of India removes online fund transfer fee

Ø DPIIT to soon float draft national retail policy to seek stakeholders' views

Ø FPIs remain net buyers in July so far, infuse Rs 3,551 cr in Indian markets

Ø Govt wants ONGC to sell golf course in Ahmedabad that has oil wells
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@AlliesFin Serve T.ME/ALLiESFiN's Post

*SGX Nifty -5 pts (11542) from last trade 11547 ,*


Nikkei clsd ,
Hangseng +168 pts ,
Now @6.52am .


Dow +243.95 pts ,Nsdq +48.10 pts , S&P +13.85 pts , Bovespa -1240 pts , Ftse -3 pts , Dax -8 pts , Cac +20 pts , Crude @ $60.16 brl (-0.04), Brent @ $66.68 brl (-0.04) , Gold @ 1417.90 (+5.70), Silver @ $15.25 (+0.01), Euro @ $1.1227, JPY @ $107.84, INR @ 68.565





*Today's Corporate Action*
15th July Ex Date



DELTACORP
Final Dividend - Rs. - 0.6500
DRREDDY
Final Dividend - Rs. - 20.0000
GEPIL
Final Dividend - Rs. - 6.0000
INDAG
Final Dividend - Rs. - 1.5000
KEC
Final Dividend - Rs. - 2.7000
KELENRG
Dividend - Rs. - 2.5000
M&MFIN
Dividend - Rs. - 4.0000
M&MFIN
Special Dividend - Rs. - 2.5000
NAVNETEDUL
Final Dividend - Rs. - 1.0000
NELCO
Dividend - Rs. - 1.5000
ORIENTHOT
Final Dividend - Rs. - 0.5000
PIXTRANS
Final Dividend - Rs. - 2.7500
PONNIERODE
Dividend - Rs. - 2.0000
PRAJIND
Final Dividend - Rs. - 1.6200
TATAINVEST
Dividend - Rs. - 20.0000
ZEEL
Final Dividend - Rs. - 3.5000



*Today's Board Meetings*


Jul 15



Automotive Stampings & Assemblies Ltd, earnings for quarter ended June.

Bajaj Consumer Care Ltd, earnings for quarter ended June.

Brigade Enterprises Ltd, To issue of bonus shares and raising of finds
through preferential issue of securities.

Cochin Minerals & Rutiles Ltd, earnings for quarter ended June.

Gujarat Hotels Ltd, earnings for quarter ended June.

International Travel House Ltd, earnings for quarter ended June.

Radhika Jeweltech Ltd, to consider decleartion of interim dividend.

Shukra Pharmaceuticals Ltdto consider dividend.

Tata Metaliks Ltd, earnings for quarter ended June.

Tinplate Co Of India Ltd, earnings for quarter ended June.
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@AlliesFin Serve T.ME/ALLiESFiN's Post

Pranam,

If you want any one to Join AlliesFin group on Telegram then give this link

https://t.me/AlliesFin

Forward this message to them or common groups of stocks Markets


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FinMin to look into applicability of 20% tax on share buybacks by listed cos https://www.thehindubusinessline.com/economy/finmin-to-look-into-applicability-of-20-tax-on-share-buybacks-by-listed-cos/article28411126.ece?utm_campaign=amp_article_share&utm_medium=referral&utm_source=whatsapp.com
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12/7/2019
#AlliesFin
BSE:-86(38736)
NSE:-30(11552)
MID:+59(14553)
SML:+21(13776)
Fll|FPI:-850Cr
DlI:+940Cr
B.Crude$:66
Gold$:1404=INR:34789
Silver: 38113
Rs/$: 68.78
New 7.26 2029 G-Sec: 6.48
NSE PE: 28.33
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@AlliesFin Serve T.ME/ALLiESFiN's Post

May IIP Data: IIP Growth At 3.1% vs 3.4% MoM #ALLIESFIN

Manufacturing Sector Growth At 2.5% vs 2.8% MoM

Electricity Sector Growth At 7.4% vs 6% MoM

Capital Goods Growth At 0.8% vs 2.5% MoM

Mining Sector Growth At 3.2% vs 5.1% MoM

Primary Goods Growth At 2.5% vs 5.2% MoM
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Truth of Online ITR filing through private web portals..
@ALLIESFIN

Dear members,

As all of you know that ITR due date is very close i.e. 31st July 2019 for FY 18-19, I would like to suggest you to not access any web portal for ITR Filing, of course it may be less charging or nil charging but your financials are very confidential to you, there are very high chances of data leakage, till now we all have shared our personal information on various web portals which is also harmful to us but once the financial data being shared with these private portal, you will loose your all confidential details including your bank details.

#ITR #ALLIESFIN #KEEPSAFE

Keep it private, be careful,
have a wealthy day..
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