#Elections2019 @AlliesFin
Historical Analysis!
May 2004 - High - 1837, Low -1292, Close -1483, 545 points swing - 37%!
May 2009 - High - 4509, Low - 3478, Close - 4449, 1031 points swing - 23%!
May 2014 - High - 7563, Low - 6638, Close - 7230, 925 points swing - 13%!
#Elections #nifty #AlliesFin
By: via @AlliesFin Serve T.ME/ALLiESFiN
Thursday, 2 May 2019
@AlliesFin Serve T.ME/ALLiESFiN's Post
*Analyst or Board Meet/Briefings*
VIP Industries: Board meeting on May 7 to consider and approve the financial results for the period ended March 31, 2019 and dividend if any, for the financial year 2018-19.
Mahanagar Gas: To consider and approve the financial results for the period ended March 31, 2019 and dividend on May 9.
Hindustan Construction Company: Board meeting on May 9 to consider and approve the financial results for March quarter.
South Indian Bank: Board to consider dividend on May 9.
Zenith Birla: Board meeting on May 7 to consider and approve the financial results for the period ended March 31, 2019.
BHEL signs MoU with ARAI for various projects related to e-mobility
TVS Motor Company Q4: Net profit down 19.2% at Rs 133.8 crore; revenue up 9.4% at Rs 4,384 crore.
Siemens Gamesa bags 250 MW solar energy order From Sprng Energy
ICICI Bank board to consider fund raising on May 6
Lupin in alliance with Natco receives FDA approval for Bosentan tablets
By: via @AlliesFin Serve T.ME/ALLiESFiN
VIP Industries: Board meeting on May 7 to consider and approve the financial results for the period ended March 31, 2019 and dividend if any, for the financial year 2018-19.
Mahanagar Gas: To consider and approve the financial results for the period ended March 31, 2019 and dividend on May 9.
Hindustan Construction Company: Board meeting on May 9 to consider and approve the financial results for March quarter.
South Indian Bank: Board to consider dividend on May 9.
Zenith Birla: Board meeting on May 7 to consider and approve the financial results for the period ended March 31, 2019.
BHEL signs MoU with ARAI for various projects related to e-mobility
TVS Motor Company Q4: Net profit down 19.2% at Rs 133.8 crore; revenue up 9.4% at Rs 4,384 crore.
Siemens Gamesa bags 250 MW solar energy order From Sprng Energy
ICICI Bank board to consider fund raising on May 6
Lupin in alliance with Natco receives FDA approval for Bosentan tablets
By: via @AlliesFin Serve T.ME/ALLiESFiN
@AlliesFin Serve T.ME/ALLiESFiN's Post
Economic Times
Business Standard
Ø NSE barred from accessing sec market for 6 mths
Ø SFIO questions audit partner of KPMG India unit
Ø Ambani wants to make the mother of all apps
Ø L&T buys VG Siddhartha, Coffee Day stake in Mindtree for Rs 3,210 crore
Ø Iraq continues to be India's top oil supplier
Ø Adani's coal mine in Queensland has new hurdle
Ø NBCC gets approvals for revised Jaypee Infra bid
Ø GST collection scales all-time high of Rs 1.13 trillion in April
Ø Tough life ahead for NBFCs as RBI set to tighten liquidity mismatch limits
Ø TRAI pulls up DTH, cable operators for not compliying with new tariff
Ø DCM Shriram reports nearly six-fold jump in Q4 net profit at Rs 293 cr
Ø Ruchi Soya: Patanjali gets time till May 7 for filing resolution plan
Ø Ambuja Cements' volumes, realisation disappoint
Business Line
Mint
Ø Netherlands got $12.8-b Indian FDI in 2017, 2nd biggest after Singapore
Ø Review safeguard duties on solar cell imports, Japan tells India
Ø Honda Cars India sales up 23 per cent in April 2019
Ø Ness Wadia’s board positions in group firms to remain intact
Ø UDS buys majority stake in Matrix to expand its business portfolio
Ø Royal Enfield total sales decline 17% in April
Ø Suzuki Motorcycle India sales up 12.57% in April
Ø Over ₹12,000 crore subsidy disbursed to home-buyers: Housing Ministry
Ø OYO to buy Amsterdam-based Leisure Group from Axel Springer
Ø Tata Steel workers lose faith in Thyssenkrupp deal: works council
Ø KFC and Pizza Hut report sales growth in India in Q1
Ø Britannia Industries Q4 net up 11.28% at₹294.27 crore
Financial Express
Deccan Chronicle
Ø Jet Airways ticket refund: Delhi High Court notice to airline on customers’ plea
Ø Government fixes 2.1 MT quota for sugar sale in May
Ø CEA issues draft guidelines on cross-border power trade
Ø Tax filing falls 1% in FY19, indicating overall slowdown: Report
Ø Oyo to acquire Amsterdam firm @Leisure for €369 million
Ø India Ratings lowers country's GDP growth projection for FY20 to 7.3 pc
Ø Gold slides on sluggish demand, silver firms up
Ø RCom: NCLAT allows insolvency proceedings
Ø Better days seen ahead for Reliance Nippon MF
Ø India apprehensive Iran sanctions could boost oil prices, inflation
By: via @AlliesFin Serve T.ME/ALLiESFiN
Business Standard
Ø NSE barred from accessing sec market for 6 mths
Ø SFIO questions audit partner of KPMG India unit
Ø Ambani wants to make the mother of all apps
Ø L&T buys VG Siddhartha, Coffee Day stake in Mindtree for Rs 3,210 crore
Ø Iraq continues to be India's top oil supplier
Ø Adani's coal mine in Queensland has new hurdle
Ø NBCC gets approvals for revised Jaypee Infra bid
Ø GST collection scales all-time high of Rs 1.13 trillion in April
Ø Tough life ahead for NBFCs as RBI set to tighten liquidity mismatch limits
Ø TRAI pulls up DTH, cable operators for not compliying with new tariff
Ø DCM Shriram reports nearly six-fold jump in Q4 net profit at Rs 293 cr
Ø Ruchi Soya: Patanjali gets time till May 7 for filing resolution plan
Ø Ambuja Cements' volumes, realisation disappoint
Business Line
Mint
Ø Netherlands got $12.8-b Indian FDI in 2017, 2nd biggest after Singapore
Ø Review safeguard duties on solar cell imports, Japan tells India
Ø Honda Cars India sales up 23 per cent in April 2019
Ø Ness Wadia’s board positions in group firms to remain intact
Ø UDS buys majority stake in Matrix to expand its business portfolio
Ø Royal Enfield total sales decline 17% in April
Ø Suzuki Motorcycle India sales up 12.57% in April
Ø Over ₹12,000 crore subsidy disbursed to home-buyers: Housing Ministry
Ø OYO to buy Amsterdam-based Leisure Group from Axel Springer
Ø Tata Steel workers lose faith in Thyssenkrupp deal: works council
Ø KFC and Pizza Hut report sales growth in India in Q1
Ø Britannia Industries Q4 net up 11.28% at₹294.27 crore
Financial Express
Deccan Chronicle
Ø Jet Airways ticket refund: Delhi High Court notice to airline on customers’ plea
Ø Government fixes 2.1 MT quota for sugar sale in May
Ø CEA issues draft guidelines on cross-border power trade
Ø Tax filing falls 1% in FY19, indicating overall slowdown: Report
Ø Oyo to acquire Amsterdam firm @Leisure for €369 million
Ø India Ratings lowers country's GDP growth projection for FY20 to 7.3 pc
Ø Gold slides on sluggish demand, silver firms up
Ø RCom: NCLAT allows insolvency proceedings
Ø Better days seen ahead for Reliance Nippon MF
Ø India apprehensive Iran sanctions could boost oil prices, inflation
By: via @AlliesFin Serve T.ME/ALLiESFiN
@AlliesFin Serve T.ME/ALLiESFiN's Post
berg consumer comfort index; 1915 IST
May 2: US April ISM-NY report on business; 1915 IST
May 2: Bank of England's funding for lending and term funding schemes data for the quarter ended March; 1930 IST
May 2: US March manufacturers' shipments, inventories and orders; 1930 IST
May 2: US Energy Information Administration natural gas storage report for the week ended Apr 26; 2000 IST
May 2: US April global manufacturing purchasing managers' index; 2030 IST
May 2: US SEC closed meeting; 2230 IST
May 2: Deutsche Bundesbank President Weidmann to speak at Industries Club Dusseldorf event; 2300 IST
May 2: US Federal Reserve Bank of St. Louis to host St. Louis Advances in Research Conference
By: via @AlliesFin Serve T.ME/ALLiESFiN
May 2: US April ISM-NY report on business; 1915 IST
May 2: Bank of England's funding for lending and term funding schemes data for the quarter ended March; 1930 IST
May 2: US March manufacturers' shipments, inventories and orders; 1930 IST
May 2: US Energy Information Administration natural gas storage report for the week ended Apr 26; 2000 IST
May 2: US April global manufacturing purchasing managers' index; 2030 IST
May 2: US SEC closed meeting; 2230 IST
May 2: Deutsche Bundesbank President Weidmann to speak at Industries Club Dusseldorf event; 2300 IST
May 2: US Federal Reserve Bank of St. Louis to host St. Louis Advances in Research Conference
By: via @AlliesFin Serve T.ME/ALLiESFiN
@AlliesFin Serve T.ME/ALLiESFiN's Post
*Market Updates :*
SGX Nifty Last night +3 pts ( 11794 ) Nifty Fut ( 11791 Wednesday Clsing)
Dow -162.77 pts ,Nsdq -45.75 pts , S&P -22.10 pts , Bovespa +165 pts , Ftse -32 pts , Dax Clsd , Cac Clsd , Nikkei Clsd , Crude @ $63.49 brl (-0.10), Brent @ $72.18 brl (-0.00) , Gold @ 1278.20 (-6.00), Silver @ $14.705 (-0.02), Euro @ $1.1198 JPY @ $111.44, INR @ 69.523
*US GOVT. 10-YEAR YIELD : 2.50%*
*Today's Corporate Action 2nd May Ex Date :*
MACH
Interim Dividend - Rs. - 0.5000
SADHNANIQ
Interim Dividend - Rs. - 1.2500
*Today's Key Result NET PROFIT ESTIMATES 2nd May :*
Bandhan Bank ( 566 Cr +46 % Yoy )
Dabur ( Cons 420 Cr +6 % Yoy Res During Mkt)
Hind Zinc ( 1924 Cr -23% Yoy Res After Mkt)
MRF ( 307 Cr -11% Yoy Res During Mkt)
Tata Power ( Cons 242 Cr -81% Yoy Res After Mkt)
Source Cogencis
*Today's Board Meetings*
*2nd May :*
Aurionpro Solutions Ltd, earnings for quarter ended March and dividend.
Bandhan Bank Ltd, earnings for quarter ended March.
Blue Star Ltd, earnings for quarter ended March.
Cigniti Technologies Ltd, earnings for quarter ended March.
Dabur India Ltd, earnings for quarter ended March and dividend.
Intellect Design Arena Ltd, earnings for quarter ended March.
International Paper Appm Ltd, earnings for quarter ended March.
JM Financial Ltd, earnings for quarter ended March and dividend.
Kansai Nerolac Paints Ltd, earnings for quarter ended March and dividend.
Larsen & Toubro Infotech Ltd, earnings for quarter ended March and dividend.
Lkp Finance Limited, earnings for quarter ended March and dividend.
Lkp Securities Ltd, earnings for quarter ended March.
Mold Tek Technologies Ltd, earnings for quarter ended March and dividend.
Mrf Ltd, earnings for quarter ended March and dividend.
National Fertilizers Ltd, earnings for quarter ended March.
Orient Paper & Industries Ltd, earnings for quarter ended March and dividend.
Peoples Investments Ltd, earnings for quarter ended March.
Radico Khaitan Ltd, earnings for quarter ended March and dividend.
Security And Intelligence Services (India) Ltd, earnings for quarter ended March.
Sundaram Clayton Ltd, earnings for quarter ended March.
Sunteck Realty Ltd, earnings for quarter ended March, dividend and to consider raising of funds by way of equity shares.
Suraj Ltd, earnings for quarter ended March.
Tata Power Co Ltd, earnings for quarter ended March and dividend.
Ugro Capital Ltd, earnings for quarter ended March.
Victoria Mills Ltd, earnings for quarter ended March and dividend.
Today's Data Alert
May 2 : Nikkei Manufacturing PMI for Apr, by IHS Markit. 1030 IST.
May 2 : OMO PURCHASE: RBI to purchase up to 125 bln rupees worth of five bonds— 6.65%, 2020 bond, 7.16%, 2023 bond, 7.59%, 2026 bond, 8.60%, 2028 bond, and 8.32%, 2032 bond --between 1030 IST and 1200 IST.
May 2 : PRESS CONFERENCE: JSW Group to announce foray into paints.
MD Jindal, CEO Sundaresan to be present. 1130 IST, MUMBAI
*Today's Global Data :*
May 2: US April domestic auto industry sales data; 0130 IST
May 2: Financial markets in Japan closed for national holiday
May 2: UK local elections; 1130 IST
May 2: Germany March retail trade; 1130 IST
May 2: Germany Ifo economic climate for euro area for the quarter ending June; 1230 IST
May 2: Germany April manufacturing purchasing managers' index; 1325 IST
May 2: European Union April manufacturing purchasing managers' index; 1400 IST
May 2: UK April CIPS/Markit construction purchasing managers' index; 1400 IST
May 2: Bank of England inflation report; 1630 IST
May 2: UK interest rate decision; 1630 IST
May 2: Bank of England monetary policy meeting minutes; 1630 IST
May 2: US April Challenger Job-Cut report; 1700 IST
May 2: US Securities and Exchange Commission Chairman Jay Clayton to speak at the Investment Company Institute General Membership meeting; 1730 IST
May 2: US unemployment insurance claims report for the week ended Apr 27; 1800 IST
May 2: US preliminary productivity and costs for the quarter ended March; 1800 IST
May 2: US weekly export sales; 1800 IST
May 2: US Bloom
By: via @AlliesFin Serve T.ME/ALLiESFiN
SGX Nifty Last night +3 pts ( 11794 ) Nifty Fut ( 11791 Wednesday Clsing)
Dow -162.77 pts ,Nsdq -45.75 pts , S&P -22.10 pts , Bovespa +165 pts , Ftse -32 pts , Dax Clsd , Cac Clsd , Nikkei Clsd , Crude @ $63.49 brl (-0.10), Brent @ $72.18 brl (-0.00) , Gold @ 1278.20 (-6.00), Silver @ $14.705 (-0.02), Euro @ $1.1198 JPY @ $111.44, INR @ 69.523
*US GOVT. 10-YEAR YIELD : 2.50%*
*Today's Corporate Action 2nd May Ex Date :*
MACH
Interim Dividend - Rs. - 0.5000
SADHNANIQ
Interim Dividend - Rs. - 1.2500
*Today's Key Result NET PROFIT ESTIMATES 2nd May :*
Bandhan Bank ( 566 Cr +46 % Yoy )
Dabur ( Cons 420 Cr +6 % Yoy Res During Mkt)
Hind Zinc ( 1924 Cr -23% Yoy Res After Mkt)
MRF ( 307 Cr -11% Yoy Res During Mkt)
Tata Power ( Cons 242 Cr -81% Yoy Res After Mkt)
Source Cogencis
*Today's Board Meetings*
*2nd May :*
Aurionpro Solutions Ltd, earnings for quarter ended March and dividend.
Bandhan Bank Ltd, earnings for quarter ended March.
Blue Star Ltd, earnings for quarter ended March.
Cigniti Technologies Ltd, earnings for quarter ended March.
Dabur India Ltd, earnings for quarter ended March and dividend.
Intellect Design Arena Ltd, earnings for quarter ended March.
International Paper Appm Ltd, earnings for quarter ended March.
JM Financial Ltd, earnings for quarter ended March and dividend.
Kansai Nerolac Paints Ltd, earnings for quarter ended March and dividend.
Larsen & Toubro Infotech Ltd, earnings for quarter ended March and dividend.
Lkp Finance Limited, earnings for quarter ended March and dividend.
Lkp Securities Ltd, earnings for quarter ended March.
Mold Tek Technologies Ltd, earnings for quarter ended March and dividend.
Mrf Ltd, earnings for quarter ended March and dividend.
National Fertilizers Ltd, earnings for quarter ended March.
Orient Paper & Industries Ltd, earnings for quarter ended March and dividend.
Peoples Investments Ltd, earnings for quarter ended March.
Radico Khaitan Ltd, earnings for quarter ended March and dividend.
Security And Intelligence Services (India) Ltd, earnings for quarter ended March.
Sundaram Clayton Ltd, earnings for quarter ended March.
Sunteck Realty Ltd, earnings for quarter ended March, dividend and to consider raising of funds by way of equity shares.
Suraj Ltd, earnings for quarter ended March.
Tata Power Co Ltd, earnings for quarter ended March and dividend.
Ugro Capital Ltd, earnings for quarter ended March.
Victoria Mills Ltd, earnings for quarter ended March and dividend.
Today's Data Alert
May 2 : Nikkei Manufacturing PMI for Apr, by IHS Markit. 1030 IST.
May 2 : OMO PURCHASE: RBI to purchase up to 125 bln rupees worth of five bonds— 6.65%, 2020 bond, 7.16%, 2023 bond, 7.59%, 2026 bond, 8.60%, 2028 bond, and 8.32%, 2032 bond --between 1030 IST and 1200 IST.
May 2 : PRESS CONFERENCE: JSW Group to announce foray into paints.
MD Jindal, CEO Sundaresan to be present. 1130 IST, MUMBAI
*Today's Global Data :*
May 2: US April domestic auto industry sales data; 0130 IST
May 2: Financial markets in Japan closed for national holiday
May 2: UK local elections; 1130 IST
May 2: Germany March retail trade; 1130 IST
May 2: Germany Ifo economic climate for euro area for the quarter ending June; 1230 IST
May 2: Germany April manufacturing purchasing managers' index; 1325 IST
May 2: European Union April manufacturing purchasing managers' index; 1400 IST
May 2: UK April CIPS/Markit construction purchasing managers' index; 1400 IST
May 2: Bank of England inflation report; 1630 IST
May 2: UK interest rate decision; 1630 IST
May 2: Bank of England monetary policy meeting minutes; 1630 IST
May 2: US April Challenger Job-Cut report; 1700 IST
May 2: US Securities and Exchange Commission Chairman Jay Clayton to speak at the Investment Company Institute General Membership meeting; 1730 IST
May 2: US unemployment insurance claims report for the week ended Apr 27; 1800 IST
May 2: US preliminary productivity and costs for the quarter ended March; 1800 IST
May 2: US weekly export sales; 1800 IST
May 2: US Bloom
By: via @AlliesFin Serve T.ME/ALLiESFiN
Wednesday, 1 May 2019
@AlliesFin Serve T.ME/ALLiESFiN's Post
@AlliesFin
Record.. highest ever GST collections in 2yrs.
Total gross GST revenue for March'19 is ₹ 1,13,865 cr. CGST (₹ 21,163 cr), SGST (₹28,801 cr), IGST (₹ 54,733 cr) & Cess (₹ 9,168 cr)
Join us on t.me/AlliesFin
By: via @AlliesFin Serve T.ME/ALLiESFiN
Record.. highest ever GST collections in 2yrs.
Total gross GST revenue for March'19 is ₹ 1,13,865 cr. CGST (₹ 21,163 cr), SGST (₹28,801 cr), IGST (₹ 54,733 cr) & Cess (₹ 9,168 cr)
Join us on t.me/AlliesFin
By: via @AlliesFin Serve T.ME/ALLiESFiN
@AlliesFin Serve T.ME/ALLiESFiN's Post
Uday Kotak says next six months crucial for financial sector https://www.livemint.com/industry/banking/uday-kotak-says-next-six-months-crucial-for-financial-sector-1556683885421.html
By: via @AlliesFin Serve T.ME/ALLiESFiN
By: via @AlliesFin Serve T.ME/ALLiESFiN
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