Stock Of The Month 9815225025 ssdn

03/12/2018

DOW FUTURES +400 Pts
Nikkei & Kospi +2%
SGX Nifty +80 Pts

But Imp Cues to Watch for Us:
- GDP Data disappoints
- Nov Car Sales Slow Down
- Oil at $62 ahead of OPEC Meet
- Fiscal Deficit for FY19 at 104% of Budgeted level.
- Events now: RBI Policy, State Election Results

28/11/2018

_*〽arket 〽⭕⭕D as on*_ 2⃣7⃣➖1⃣1⃣➖1⃣8⃣ provisional @ 5:22 pm

*NSE* *Nifty 50* *_(P/E 25.85)_* *+ 57 (10686)* 🔼

*NSE* *Bank Nifty* *_(P/E 53.09)_* *+ 77 (26443)* 🔼

*BSE* *Sensex* *_(P/E 23.05)_* *+ 159 (35513)* 🔼

*BSE midCap* *_(P/E 32.37)_* *+ 48 (14938)* 🔼

*BSE smallCap* *_(P/E 85.42)_* *+ 62 (14391)* 🔼

*Fii* Cash *_+ 812 Crs_* ☺
*Dii* Cash *_+ 31 Crs_* 🙂

*BrntCrude* _60.83_ *$/brl* & *_₹. 3681_*🔼

*Gold Commexx* _*1230*_ *$/oz* ₹/10 gm _30600_🔼

*Silver Commex* *14.38* $/oz _36133_ *₹/kg* 🔼

*10 Yrs G'Sec. Benchmark* *7.17% GS-2028* YTM *7.7338* 🔼☹

*ForeX*

*$/₹* _70.93_ 🔽☹
*€/₹* _80.33_ 🔽☹
*£/₹* _90.63_ 🔼😊

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25/11/2018

_November 26 - December 02, 2018_

1. 💊 *Dr. Reddy’s Laboratories* has received a favourable judgment in a litigation pertaining to Suboxone sublingual film in USA. A big POSITIVE for the company. BUY.

2. ⛽ *Adani Gas* has been authorized to expand its city gas footprint in 13 new geographical areas. BUY.

3. 💰 *Power Finance Corporation* and *REC* are both faring well and have good dividend yields. BUY.

4. 💰 *Dewan Housing Finance Corporation* posted fantastic Q2 results with 52% higher PAT and is likely to notch an EPS of over ₹52 for FY19. BUY.

5. 💸 *IDBI Bank* may be back in the black by Q1FY20 on the back of better cash management and selling LIC plans. ACCUMULATE in small quantities.

6. ☎ *Vodafone Idea* plans to liquidate ₹14000 crore worth assets because of its business synergies over the next 1-2 years. BUY on dips.

7. ⚗ *Deepak Fertilisers & Petrochemicals Corporation* fell sharply after its profitability took a small beating. However, the ongoing capex is likely to boost its earnings going forward. BUY.

8. 🏭 *Cyient* is expected to grow at over 20% CAGR in the next few years on the back of strong long-term client orders. The stock could rise by ~30% in the next 6 months.

9. 🕳 Sheet rubber prices are falling on account of higher production. *J.K. Tyre Industries* will be a big beneficiary. BUY.

10. 💸 There may be consensus among the promoters of *Yes Bank* about reaching a truce. At the current beaten down level, there is nothing more to lose. BUY.

11. 💊 *Piramal Enterprises* may soon raise ~₹1000 crore by way of non-convertible debentures (NCDs) to fund its expansion and working capital requirements. The company is on an expansion spree. BUY.

12. 🏘 *NBCC* is bidding for J.P. Infra to expand projects. With orders worth ~₹90000 crore in hand, its future looks bright. BUY immediately for good returns in 2 years.

13. 💰 Not all NBFCs are in a financial mess. *IndiaBulls Housing Finance* will bounce back sharply. Start ACCUMULATING.

14. 🚗 *Maruti Suzuki (India)* has introduced a new version of Ertiga priced at ₹7.44 lakh. The stock may bounce back.

15. ⛽ State-owned *Oil & Natural Gas Corporation* has hit an all-time high in natural gas production. Gas prices are also on the rise. BUY.

16. 🕯 *Kanchi Karpooram* reported excellent results for Q2 and is expected to notch an EPS of ₹90 for FY19. The stock is a steal at the current level. BUY.

17. 💉 *Aurobindo Pharma* will launch its first set of speciality drugs in the oncology segment in USA. This major breakthrough will boost its earnings. BUY.

18. 🌱 *Kaveri Seed Company* has launched new products that are expected to boost its cotton seeds business. It also plans to expand its footprint in newer geographies. BUY.

19. 🏭 Reliance Jio is likely to replace Bharti Airtel as a service provider for the Railways from 1 January 2019. A big positive for *Reliance Industries*. Moreover, all its verticals are now good profit centres. BUY.

20. 🥡 The value of *Huhtamaki PPL’s* land in Thane is much more than its current market cap. The stock is available near its 52-week low and is a screaming BUY!

21. 🖥 *Saksoft* reported a stellar performance in Q2 with an EPS of ₹9 and expects H2 to be equally good. It has grown consistently at over 20%. The stock may double from the current level.

22. 💰 *PTC India Financial Services* is being accumulated by people in the know how on expectations of a 50% jump in its share price.

👁‍🗨 An Ahmedabad-based analyst recommends *RACL Geartech*, *Reliance Chemotex Industries* and *20 Microns*. From his previous recommendations, *Goldiam International* appreciated 17% from ₹70.1 to ₹81.7 in just 1.5 months!

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20/11/2018

https://zerodha.com/open-account?c=ZMPUKF

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25/09/2018

AAVAS FINANCIERS LIMITED IPO opens today
Sep 25-Sep 27, 2018
Lot Size: 18 Shares
Issue Price: Rs 818-821
Issue Size: 1734 Cr
Fresh issue- 400 cr
OFS - Up to 16,249,359 Equity Shares
1 LOT COST: Rs 14778

- is primarily engaged in the business of providing housing loan

21/09/2018

Economic Times

Ø Government appoints 14 executive directors in banks
Ø SBI hopes to resolve 7-8 stressed assets by Nov 11
Ø Emirates, Etihad airlines deny report they may merge
Ø Infosys launches next-gen learning solution Wingspan
Ø Tata Steel celebrates its 100 years in the Netherlands
Ø BRICS bank approves $525-mn for Infra projects in MP

Business Standard

Ø India's economy to double in size to $5 tn by 2022:PM Modi
Ø SEBI norms for corporate bonds could boost issuances by Rs 500 bn: CRISIL
Ø TVS Logistics Services buys 51% stake in Chola's WDSI for Rs 422 mn
Ø India to settle payments for Iranian oil using rupees starting November
Ø SEBI announces changes to the composition of credit rating agencies

Business Line

Ø Govt hikes interest rate on small savings by up to 0.4%
Ø NITI Aayog to make recommendations on proposed agriculture
Ø USGC asks India to allow ethanol imports to lower crude oil
Ø Chennai Petroleum cancels Iran oil imports
Ø SBI gets tough with ArcelorMittal over Uttam Galva dues
Ø E-commerce cos to deduct 1 pc TCS (Tax Collected at Source) under GST from Oct 1

Mint

Ø ‘SBI not the right candidate to take over more banks’
Ø PowerGrid gets shareholders’ nod to raise up to ₹20,000 crore via bonds in FY20
Ø Petroleum products may not be brought under GST soon
Ø India considers raising steel import duty to support rupee
Ø Airtel, Reliance Jio, Sterlite Tech among bidders for Aircel assets

Financial Express

Ø Preventive vigilance better governance tool for public institutions, says RBI Governor Urjit Patel
Ø NCLAT wrongly allowed ArcelorMittal to pay dues after bidding for Essar Steel, NuMetal tells SC
Ø Steel import duty hike may widen CAD, hit engineering exports: EEPC India
Ø India Post invites proposal for consultancy on setting up insurance arm

Financial Chronicle

Ø Asian firms’ confidence sinks to near 3-year low: Poll
Ø Fitch revises Tata Motors outlook to negative
Ø Global meet on sustainable trade and standards
Ø ITC Hotels acquires Park Hyatt Goa Resort
Ø SEBI passes on economies of scale of increasing asset size to investors

06/09/2018

HUDCO
strong performance
Q1FY19 RESULTS
REV up 70% AT Rs 1531 cr vs Rs 901 cr
EBITDA at Rs 1202 cr vs Rs 633.5 cr
EBITDA%@ 78.5% vs 70.3%
PAT up 105% at Rs 333.4 cr vs Rs 162.4 cr

27/08/2018

Britannia Industries
board approved stock split in the ratio of 1:2

09/08/2018

US crude drops 3.2% to 7-week low, settling at $66.94, as US-China trade dispute heats up.Chima slaps 25% Tariffs on 16 Bn USD goods in retaliation to US 16 Bn $ goods tariffs.

27/07/2018

_*〽arket 〽⭕⭕D as on*_ 2⃣7⃣➖0⃣7⃣➖1⃣8⃣ provisional @ 5:49 pm

*NSE* *Nifty 50* *_(P/E 28.02)_* *+ 111 (11278)* 🔼

*NSE* *Bank Nifty* *_(P/E 53.22)_* *+ 228 (27634)*🔼

*BSE* *Sensex* *_(P/E 23.47)_* *+ 352 (37337)* 🔼

*BSE midCap* *_(P/E 33.91)_* *+ 149 (15913)* 🔼

*BSE smallCap* *_(P/E 107.06)_* *+ 144 (16450)* 🔼

*Fii* Cash *_+ 738 Crs_* 😊
*Dii* Cash *_+ 406 Crs_* ☺

*BrntCrude* _74.59_*$/brl* & *₹* _4786_ 🔼

*Gold Commex* _1228_ *$/oz* & ₹/10 gm *29808(+20)*🔼

*Silver*. *38355(+80)* 🔼

*10 Yrs GS Benchmark* *7.17% GS-2028* YTM *7.7795* 🔼😒

*ForeX*

*$/₹* _68.65_ 🔼😐
*€/₹* _79.87_ 🔼🙂
*£/₹* _89.91_ 🔼🙂

26/07/2018

_*〽arket 〽⭕⭕D as on*_ 2⃣6⃣➖0⃣7⃣➖1⃣8⃣ provisional @ 6:10 pm

*NSE* *Nifty 50* *_(P/E 27.75)_* *+ 35 (11167)* 🔼

*NSE* *Bank Nifty* *_(P/E 52.78)_* *+ 375 (27406)*↗

*BSE* *Sensex* *_(P/E 23.34)_* *+ 126 (36985)* 🔼

*BSE midCap* *_(P/E 33.69)_* *+ 118 (15763)* 🔼

*BSE smallCap* *_(P/E 107.75)_* *+ 51 (16306)* 🔼

*Fii* Cash *_+ 2454 Crs_* 😃
*Dii* Cash *_- 2716 Crs_* 😩

*BrntCrude* _74.07_*$/brl* & *₹* _4752_ 🔼

*Gold Commex* _1239_ *$/oz* & ₹/10 gm _29860_

*10 Yrs GS Benchmark* *7.17% GS-2028* YTM *7.7591* 🔽😊

*ForeX*

*$/₹* _68.66_ 🔼☺
*€/₹* _80.38_ 🔼☺
*£/₹* _90.43_ 🔼☺

26/07/2018

🏗🚇🛣Infrastructure and engineering conglomerate Larsen and Toubro Ltd put out a robust performance in the June quarter Q1FY19, reporting *good order flow growth* and *stable financial performance*.

📌 Given that infrastructure accounts for the largest part of the company’s business and hinges on government ordering, the order flows increased by a robust *37% year-on-year to ₹36,142 crore*. Domestic orders rose by 45%, mainly from the *infrastructure and hydrocarbons segment*.
📌 The key takeaway is that while the private sector capex is yet to pick up, *infrastructure sector is seeing growth*.
📌 Efforts to drive up capital efficiency and cut debt by selling non-core businesses, will also help in *improving return ratios for the company*.

We are happy to share that we this quality company is present across our focused funds namely: *ABSL FEF, Equity Hybrid’95, Focused Equity, Equity Advantage, Equity, Tax Relief’96 and Balanced Advantage*. Market value of our fund house exposure to this stock stands at *Rs. 17.14 billion* (As on June 2018, Source: Bloomberg)P