Sr Research Analyst & Anchor @CNBCTV18Live, CFA, Infovore, Forever Curious, Yellow Lover, Obsessive Swimmer, Keyboardist, ARR/SRT/Jobs=God, #FMCGisLife
Weak results from Pidilite Consumer biz volumes decline 1% vs expectations of 6-8% growth. Industrial biz volumes increase 13% on a low base.
VST Industries RADHAKISHAN DAMANI Buys 270,000 @ 4,260 HDFC MUTUAL FUND Sells 273,706 @ 4,260.00 When RKD first started accumulating this in 2001, stock price was 88. Kept accumulating till 125-150 until the bitter battle with BAT happened. As of Sep he owns 26% in Co.
Britannia +4% Highest EBITDA in a qtr ever Some amelioration in the Balance Sheet Stock Still among under-performing Nifty Consumer Cos This Yr Asian Paints+29% Nestle +27% Titan +24% HUL +14% Britannia +4% ITC -8% #FMCGisLife
(2/2) BRITANNIA Q2FY20 Loans Receivable at 842 Cr vs 1121 Cr (Indicates repayment; +ve) ST Investments at 578 Cr vs 595 Cr LT Investments at 1443 Cr vs 1051 Cr (need to know the nature & if it's to group cos) @BritanniaIndLtd @realvarunberry #FMCGisLife #BeyondTheBottomLine
BRITANNIA Q2FY20 Balance Sheet (1/2) Long Term Debt at 721 Cr vs 0.26 Cr (Co doled out bonus debentures) Short Term Debt at 500 Cr vs NIL (Co borrowed short term funds to stock up inventory of commodities) @BritanniaIndLtd @realvarunberry #FMCGisLife #BeyondTheBottomLine
Britannia Q2FY20 Domestic Volume Growth at 3% vs CNBC-TV18 Poll of 3% Price & Mix Growth at 1.5% each @realvarunberry @BritanniaIndLtd @GoodDayCookies #FMCGIsLife
The Only Word to Describe today's Market Action - MOODY! Nifty Jumps Above 12000 and Below 11800 on the Same Day; Ends at 11900
Weekly Options Expiry today! Nifty 12000 Call & 11900 Put Have Max OI 12000 Call Sheds 4.7 lk shares 12000 Put Adds 7.1 lk shares 11950 Put Adds 10.2 lk shares NIFTY BANK 30500 Put Very Active
NIFTY HITS 12000 Nifty Last hit 12000 on Jun 11, 2019 Big Losers Since Then Yes Bank -50% Infratel -25% Coal India -19% Tata Steel -15% Cipla -15% ONGC -15% @NSEIndia #NiftyHits12000 #StockMarket
GODREJ CONS Q2FY20 Rev: Mild Miss Volume; EBITDA In-Line Int’l Biz: Superb Indonesia Rev +17% Africa: EBIT +ve India Slashed prices in Soap to Push Volumes Lower RM Costs & Cuts on Ad Boosts EBITDA Mgmnt Sees Gradual Recovery Trades at 37X FY21e vs Sector 43-44X #FMCGisLife
Issued in Public Interest To all market memesters - Since this line will be used often now, please please feel free to use this image - can give me credit ;) #Infosys @NandanNilekani @infosys
BROKERAGES PARE ESTIMATES ON TITAN CLSA Downgrade To Sell From U/perform Reduce EPS Forecasts 12-16% Lower target price from 1350 to 1025 CS Cut FY20-22 Earnings Estimate By 8-10% Co Faces Risks Of Further Cuts To H2 Expectations Jefferies Risk-reward Unattractive #FMCGisLife
TITAN IN CONCALL - JEWELLERY GROWTH GUIDANCE FOR H2 CUT TO 11-13% FROM 20% FESTIVE SEASON SALES AT 10%
TITAN Q2FY20 Growth slows down, but Mgmnt said that in Pre-Qtr Update Muted Revenue Leads to Margin Compression Mgmnt Commentary Imp now TITAN Q2FY20 Revenue at 4435 Cr vs Poll at 4515 Cr EBITDA at 513 Cr vs Poll at 536 Cr PAT at 320 Cr vs Poll at 378 Cr #FMCGisLife
INFY +5.5% Now Top Contributor to NIFTY, Has 5.6% weight on it Last +35 Points on Nifty Courtesy Infosys Nifty jumped from 11950 to 11985 since the news broke #Nifty #Infosys
INFOSYS Says No Prima Facie Evidence that corroborates Allegations made by Whistle Blowers! Stock +4% Now Takes Nifty Closer to 12000 Remember, INFY Fell from 770 odd to 630 when complaints were made!
Nifty Oct-Nov Rollovers at 84% vs 3 month Average of 72%; Nifty Rollovers highest since Aug 2016 FIIs still net short in Index Futures. Here’s what to expect in November Series - HELLO NOVEMBER SERIES! @CNBCTV18Live @CNBCTV18News
NIFTY GAINS 310 Pts IN SEP SERIES Nifty Moves Sep & Oct Series: +933 Pts Jun, Jul & Aug Series: -998 Pts November Series in sight Key Triggers - Auto Sales Data - Govt Announcements - Remainder of Q2 Results - Global News: Trade & Brexit Nifty 1.8% away from record high
CONCOR CUTS GUIDANCE You heard it here first, this morning on @CNBCTV18Live