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By: via @AlliesFin Serve Stock Market
Thursday, 2 December 2021
Wednesday, 1 December 2021
@AlliesFin Serve Stock Market's Post
*INDIA*
# NOV TRADE DEFICIT AT $23.27 BLN - TRADE MINISTRY
# NOV EXPORTS AT $29.88 BLN - TRADE MINISTRY
# NOV. IMPORTS AT $53.15 BLN - TRADE MINISTRY
# RBI - INDIA OCTOBER SERVICES EXPORTS AT $19.8 BN; IMPORTS AT $11.6 BN
By: via @AlliesFin Serve Stock Market
# NOV TRADE DEFICIT AT $23.27 BLN - TRADE MINISTRY
# NOV EXPORTS AT $29.88 BLN - TRADE MINISTRY
# NOV. IMPORTS AT $53.15 BLN - TRADE MINISTRY
# RBI - INDIA OCTOBER SERVICES EXPORTS AT $19.8 BN; IMPORTS AT $11.6 BN
By: via @AlliesFin Serve Stock Market
@AlliesFin Serve Stock Market's Post
#TATAPOWER WINS LARGEST ORDER EVER WORTH 945 CRS #alliesfin #breakingnews
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By: via @AlliesFin Serve Stock Market
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Capex inching back above pre-covid levels; #alliesfin
Capacity utilisation dipped to ~60% on account of the second covid wave. Capacity utilisation remains well below the 75-80% required for any meaningful capex recovery and may continue to act as a drag on gross
fixed capital formation.
At the same time, high frequency capex indicators have inched back to above pre-covid levels, supported by the government’s infrastructure push.
The operating profitability of BSE Capital Goods companies has also witnessed a turnaround, although profitability growth slowed to 46.21% YoY in 2QFY22 from 135.1% YoY in 1QFY22 on account of margin
pressure, weighed down by rising raw material prices and a higher base.
Government capex spending remains supportive. However, emerging evidence suggests slowdown in sectors such as road construction. We had also highlighted in our report: Capex pipeline that NHAI’s capex
pipeline had slowed significantly post-pandemic despite increased activity over the past 18-20 months.
A favourable interest rate environment continues to support bank credit to the housing sector, which suggests that private household capex is leading the private capex cycle, which in turn is supporting Real
Estate demand.
Companies across sectors continue to deleverage, which in our view is laying the ground for an eventual capex recovery, although in the interim, it poses headwinds. Meanwhile, the interest rate environment
remains favourable for private capex.
Capex intentions are inching back above pre-covid levels, but quarterly new investments are still below their pre-covid peak.
In terms of new capex intentions, metals is the clear leader, accounting for over a fourth of private corporate capex followed by electrical equipment, chemicals and fermentation-based products - all of which are aided
at least partially by the production-linked incentive scheme (PLI).
Based on CMIE’s capex trends, most sectors remain below pre-covid levels, except for metals, machinery and chemicals.
By: via @AlliesFin Serve Stock Market
Capacity utilisation dipped to ~60% on account of the second covid wave. Capacity utilisation remains well below the 75-80% required for any meaningful capex recovery and may continue to act as a drag on gross
fixed capital formation.
At the same time, high frequency capex indicators have inched back to above pre-covid levels, supported by the government’s infrastructure push.
The operating profitability of BSE Capital Goods companies has also witnessed a turnaround, although profitability growth slowed to 46.21% YoY in 2QFY22 from 135.1% YoY in 1QFY22 on account of margin
pressure, weighed down by rising raw material prices and a higher base.
Government capex spending remains supportive. However, emerging evidence suggests slowdown in sectors such as road construction. We had also highlighted in our report: Capex pipeline that NHAI’s capex
pipeline had slowed significantly post-pandemic despite increased activity over the past 18-20 months.
A favourable interest rate environment continues to support bank credit to the housing sector, which suggests that private household capex is leading the private capex cycle, which in turn is supporting Real
Estate demand.
Companies across sectors continue to deleverage, which in our view is laying the ground for an eventual capex recovery, although in the interim, it poses headwinds. Meanwhile, the interest rate environment
remains favourable for private capex.
Capex intentions are inching back above pre-covid levels, but quarterly new investments are still below their pre-covid peak.
In terms of new capex intentions, metals is the clear leader, accounting for over a fourth of private corporate capex followed by electrical equipment, chemicals and fermentation-based products - all of which are aided
at least partially by the production-linked incentive scheme (PLI).
Based on CMIE’s capex trends, most sectors remain below pre-covid levels, except for metals, machinery and chemicals.
By: via @AlliesFin Serve Stock Market
@AlliesFin Serve Stock Market's Post
India Daybook – Stocks in News
Go Fashion India: Nomura Funds Ireland Public Limited Company - Nomura Funds Ireland - India Equity bought 2.75 lakh equity shares (Positive)
Ipca Laboratories: Integrated Core Strategies (Asia) Pte Ltd acquired 25,46,497 equity shares in the company at Rs 2,103.52 per share on the NSE, (Positive)
REC: Integrated Core Strategies (Asia) Pte Ltd bought 2,18,80,648 equity shares in the company at Rs 134.46 per share on the NSE (Positive)
Coal India: Govt receives 7 bids for 4 coal mines in an attempt to auction 11 mines for the second time. (Positive)
Talbros Automotive: Vijay Kedia bought 2,05,524 equity shares in the company at Rs 337.48 per share on the NSE. (Positive)
NTPC: Unit-4 of 250 MW capacity of Nabinagar Thermal Power Project (4X250 MW) of subsidiary Bhartiya Rail Bijlee Company is declared on commercial operation. (Positive)
Rail Vikas Nigam: The company signed MoU with Economic Policy Research Institute of KYRGYZ Republic, for development of railway corridor projects in Kyrgyz (Positive)
PTC Industries: Company has received an International Certification for the manufacture of Titanium and Nickel Super Alloy Castings for Aerospace applications (Positive)
Fertilizer stocks: Government to double fertilizer subsidy (Positive)
Phillip Carbon: Promoter Stel holding bought 5 lakh shares on November 30 (Positive)
Man Infra: Promoter Parag Shah bought 1.5 lakh shares on November 29 (Positive)
UltraTech Cement: Says mining commencement from Bicharpur Coal block (Positive)
Shriram Transport: Shriram founder forms board to manage promoter company (Positive)
Tata Consultancy: Introduces assessment and migration factory for AWS (Positive)
HDFC, Bajaj Finance hike interest rate on longer term deposits (Neutral)
Aviation Stocks: Jet Fuel (ATF) price cut by ₹3,302.25/kL to ₹77,532.79/kL in Delhi (Neutral)
Axis Bank: Bank gets BSE, NSE nod to reclassify 4 insurers as public shareholders. (Neutral)
NMDC: The company has fixed the price of lump ore (65.5%, 6-40mm) at Rs 5,200 per tonne, (Neutral)
Maruti Suzuki: Expects impact on Dec. vehicles production on electronic components supply constraint. (Neutral)
DCB Bank: iShares Core Emerging Markets Mauritius Co sold 16,45,664 equity shares in the company at Rs 82.3 per share on the NSE. (Neutral)
Godrej Properties: Integrated Core Strategies (Asia) Pte Ltd sold 28,49,124 equity shares in the company at Rs 1,997.77 per share (Neutral)
IRCTC: Integrated Core Strategies (Asia) Pte Ltd sold 51,52,809 equity shares in the company at Rs 794.4 per share on the NSE. (Neutral)
MindTree: Integrated Core Strategies (Asia) Pte Ltd sold 16,21,527 equity shares in the company at Rs 4,318.82 per share on the NSE (Neutral)
MphasiS: Integrated Core Strategies (Asia) Pte Ltd offloaded 21,51,191 equity shares in the company at Rs 2,895.9 per share on the NSE. (Neutral)
SRF: Integrated Core Strategies (Asia) Pte Ltd sold 35,20,150 equity shares in the company at Rs 2,001.89 per share (Neutral)
Tata Power: Integrated Core Strategies (Asia) Pte Ltd sold 3,28,49,909 equity shares in the company at Rs 216.48 per share on the NSE (Neutral)
Zomato: Integrated Core Strategies (Asia) Pte Ltd sold 4,17,30,413 equity shares in the company at Rs 151.87 per share on the NSE (Neutral)
Strides Pharma: SBI Funds Management sold 66,400 equity shares in the company via open market transactions (Neutral)
By: via @AlliesFin Serve Stock Market
Go Fashion India: Nomura Funds Ireland Public Limited Company - Nomura Funds Ireland - India Equity bought 2.75 lakh equity shares (Positive)
Ipca Laboratories: Integrated Core Strategies (Asia) Pte Ltd acquired 25,46,497 equity shares in the company at Rs 2,103.52 per share on the NSE, (Positive)
REC: Integrated Core Strategies (Asia) Pte Ltd bought 2,18,80,648 equity shares in the company at Rs 134.46 per share on the NSE (Positive)
Coal India: Govt receives 7 bids for 4 coal mines in an attempt to auction 11 mines for the second time. (Positive)
Talbros Automotive: Vijay Kedia bought 2,05,524 equity shares in the company at Rs 337.48 per share on the NSE. (Positive)
NTPC: Unit-4 of 250 MW capacity of Nabinagar Thermal Power Project (4X250 MW) of subsidiary Bhartiya Rail Bijlee Company is declared on commercial operation. (Positive)
Rail Vikas Nigam: The company signed MoU with Economic Policy Research Institute of KYRGYZ Republic, for development of railway corridor projects in Kyrgyz (Positive)
PTC Industries: Company has received an International Certification for the manufacture of Titanium and Nickel Super Alloy Castings for Aerospace applications (Positive)
Fertilizer stocks: Government to double fertilizer subsidy (Positive)
Phillip Carbon: Promoter Stel holding bought 5 lakh shares on November 30 (Positive)
Man Infra: Promoter Parag Shah bought 1.5 lakh shares on November 29 (Positive)
UltraTech Cement: Says mining commencement from Bicharpur Coal block (Positive)
Shriram Transport: Shriram founder forms board to manage promoter company (Positive)
Tata Consultancy: Introduces assessment and migration factory for AWS (Positive)
HDFC, Bajaj Finance hike interest rate on longer term deposits (Neutral)
Aviation Stocks: Jet Fuel (ATF) price cut by ₹3,302.25/kL to ₹77,532.79/kL in Delhi (Neutral)
Axis Bank: Bank gets BSE, NSE nod to reclassify 4 insurers as public shareholders. (Neutral)
NMDC: The company has fixed the price of lump ore (65.5%, 6-40mm) at Rs 5,200 per tonne, (Neutral)
Maruti Suzuki: Expects impact on Dec. vehicles production on electronic components supply constraint. (Neutral)
DCB Bank: iShares Core Emerging Markets Mauritius Co sold 16,45,664 equity shares in the company at Rs 82.3 per share on the NSE. (Neutral)
Godrej Properties: Integrated Core Strategies (Asia) Pte Ltd sold 28,49,124 equity shares in the company at Rs 1,997.77 per share (Neutral)
IRCTC: Integrated Core Strategies (Asia) Pte Ltd sold 51,52,809 equity shares in the company at Rs 794.4 per share on the NSE. (Neutral)
MindTree: Integrated Core Strategies (Asia) Pte Ltd sold 16,21,527 equity shares in the company at Rs 4,318.82 per share on the NSE (Neutral)
MphasiS: Integrated Core Strategies (Asia) Pte Ltd offloaded 21,51,191 equity shares in the company at Rs 2,895.9 per share on the NSE. (Neutral)
SRF: Integrated Core Strategies (Asia) Pte Ltd sold 35,20,150 equity shares in the company at Rs 2,001.89 per share (Neutral)
Tata Power: Integrated Core Strategies (Asia) Pte Ltd sold 3,28,49,909 equity shares in the company at Rs 216.48 per share on the NSE (Neutral)
Zomato: Integrated Core Strategies (Asia) Pte Ltd sold 4,17,30,413 equity shares in the company at Rs 151.87 per share on the NSE (Neutral)
Strides Pharma: SBI Funds Management sold 66,400 equity shares in the company via open market transactions (Neutral)
By: via @AlliesFin Serve Stock Market
@AlliesFin Serve Stock Market's Post
November Auto Sales Estimates YoY:
Ashok Leyland: 9710 units versus 10659 units ( Down 9.0% )
Tata Motors: 63400 units versus 49650 units ( Up 26.0% )
M&M Tractor: 24480 units versus 32726 units ( Down 25.0% )
M&M Auto: 41420 units versus 42731 units ( Down 3.0% )
Maruti: 144000 units versus 153223 units ( Down 6.0% )
Hero Motocorp: 396000 units versus 591091 units ( Down 32.0% )
TVS Motors: 295000 units versus 322700 units ( Down 9.0% )
Bajaj Auto: 369000 units versus 422240 units ( Down 11.0% )
Eicher Motors RE: 51000 units versus 63782 units ( Down 20.0% )
Escorts: 8830 units versus 10165 units ( Down 13.0% )
By: via @AlliesFin Serve Stock Market
Ashok Leyland: 9710 units versus 10659 units ( Down 9.0% )
Tata Motors: 63400 units versus 49650 units ( Up 26.0% )
M&M Tractor: 24480 units versus 32726 units ( Down 25.0% )
M&M Auto: 41420 units versus 42731 units ( Down 3.0% )
Maruti: 144000 units versus 153223 units ( Down 6.0% )
Hero Motocorp: 396000 units versus 591091 units ( Down 32.0% )
TVS Motors: 295000 units versus 322700 units ( Down 9.0% )
Bajaj Auto: 369000 units versus 422240 units ( Down 11.0% )
Eicher Motors RE: 51000 units versus 63782 units ( Down 20.0% )
Escorts: 8830 units versus 10165 units ( Down 13.0% )
By: via @AlliesFin Serve Stock Market
@AlliesFin Serve Stock Market's Post
*Mkt. Updates :**
@alliesfin
SGX Nifty +33 pts (17070) from last trade 17037 ,
Nikkei +103 pts ,
Hangseng +120 pts ,
Now @7.00am .
Dow -652.22 pts ,Nsdq -245.14 pts, S&P
-88.27 pts, Bovespa -898 pts , Ftse -50 pts , Dax -180 pts , Cac -55 pts , Crude @ $67.02 brl (+0.84), Brent @ $70.57 brl (-2.87) , Gold @ 1775.80 (-0.90), Silver @ $22.765 (+0.00), Euro @ $1.1329, JPY @ $113.24, INR @ 75.095
US GOVT. 10-YEAR YIELD : 1.48%
Today's Corporate Action, 01, Dec Ex Date :
SHEETAL
E.G.M.
TIGERLOGS
Interim Dividend - Rs. - 1.0000
*Today's Key Results/Board Meetings, 01-Dec-21 :*
MANGIND
General
MEL
General
MONEYBOXX
Preferential Issue of shares
RRMETAL
General
STL
Half Yearly Results
TTL
Interim Dividend
VIRPOLY
General
*SEC. IN F&O BAN FOR, 01 DEC, 2021 :*
*1. IBULHSGFIN*
*ADDITION : NIL*
*DELETION : NIL*
By: via @AlliesFin Serve Stock Market
@alliesfin
SGX Nifty +33 pts (17070) from last trade 17037 ,
Nikkei +103 pts ,
Hangseng +120 pts ,
Now @7.00am .
Dow -652.22 pts ,Nsdq -245.14 pts, S&P
-88.27 pts, Bovespa -898 pts , Ftse -50 pts , Dax -180 pts , Cac -55 pts , Crude @ $67.02 brl (+0.84), Brent @ $70.57 brl (-2.87) , Gold @ 1775.80 (-0.90), Silver @ $22.765 (+0.00), Euro @ $1.1329, JPY @ $113.24, INR @ 75.095
US GOVT. 10-YEAR YIELD : 1.48%
Today's Corporate Action, 01, Dec Ex Date :
SHEETAL
E.G.M.
TIGERLOGS
Interim Dividend - Rs. - 1.0000
*Today's Key Results/Board Meetings, 01-Dec-21 :*
MANGIND
General
MEL
General
MONEYBOXX
Preferential Issue of shares
RRMETAL
General
STL
Half Yearly Results
TTL
Interim Dividend
VIRPOLY
General
*SEC. IN F&O BAN FOR, 01 DEC, 2021 :*
*1. IBULHSGFIN*
*ADDITION : NIL*
*DELETION : NIL*
By: via @AlliesFin Serve Stock Market
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