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Emkay on PI Ind -Jambusar plant caters entirely to Co's CSM biz -3 month shut down due to fire could max hit Rev/PAT of Rs 60 cr/20 cr, which is insignificant -Await further clarity from mgmt on resumption of prodn -Any significant correction offers an attractive opportunity
One of the stocks discussed on the show was BEML view stands negated if weekly closing above 1030
Multiple positives for the sugar sector...Here's just one more piece that adds to it: Dwarikesh Sugar commissioned its new 100 KLPD Distillery plant. @BloombergQuint
Lupin monthly chart #KeepingItSimple
TVS Motor Nov Sales Down 17% (YoY) at 2,66,582 Units vs 3,19,965 Units (Est: 2,91,850 units)
Hero MotoCorp Nov Sales Down 15% (YoY) at 5,16,775 units vs 6,10,252 units (Est: 5,37,524)
Ashok Leyland Total Nov Sales Down 22% (YoY) At 10,175 units vs 13,119 units (Est 9,250 units)
First Voda-Idea and now Bharti Airtel... New plans represent tariff increases in the range of 50 paise/day to Rs. 2.85/day
Tata Motors Total Nov Sales Down 25%(YoY) at 41,124 units vs 55,074 units (Est: 38,780 units)
Mahindra Auto Nov Sales Down 9% (YoY) at 41,235 units vs 45,101 units (Est: 41,764 units)
Maruti Nov Sales Down 2% (YoY) at 150,630 units vs 153,539 units (Est: 146598 units)
Maruti says it surpassed the mark of 2 crore passenger vehicle sales in the Indian market Half of those took place in just the last 8 years @Maruti_Corp
RBL Bank to raise Rs 825 cr via preferential allotment of equity shares Investors include Bajaj Finance, East Bridge Capital, FEG Mauritius FPI, lshana Capital Master Fund & WF Asian Reconnaissance Fund @YatinMota
Magma Fincorp locked in an upper circuit for 6th straight day. Stock is up 30% in that period after correcting over 74% from its peak (July 02: Stock Price = 138) CMP= 49.80
STRONG – Blue Star INLINE – Thermax, Bata MIXED – Aarti Ind WEAK – Pidilite, SpiceJet, Cadila, BHEL
Jamna Auto KNR Construction Majesco Mcleod Russel Minda Ind MOIL Mphasis NBCC Page Ind PFC PNC Infratech SAIL Shakti Pumps Sterling & Wilson Solar Union Bank Waterbase
KEY EARNINGS: 14-11 Bharti Airtel Grasim ONGC Vedanta Aegis Logistics Apollo Hospitals Balkrishna Ind Bodal Chemicals CESC Dish TV Endurance Tech FACT Fairchem Speciality Glenmark Pharma GMR Infra Gujarat Fluoro GVK Power HEG IOL Chem ITDC J Kumar Infra Jain Irrigation
Pidilite - Weak nos. Revenues up 2.8% at Rs 1806.6 cr vs Rs 1757.2 cr (Est Rs 1929cr) PAT up 40% at Rs 324.2 cr vs Rs 231.6 cr (Est Rs 317cr) PAT aided by deferred tax credit of Rs 25 cr EBITDA flat at Rs 368.2 cr (Est Rs 433cr) Margins at 20.4% vs 20.9% (Est 22.4%)
STRONG – Coal India, Indian Hotels INLINE – Britannia, Adani Ports, Hindalco ABFRL, MGL, Phoenix Mills MIXED – JK Lakshmi Cement, InfoEdge WEAK – NMDC, AIA Eng, ENIL
Spicejet The new india assurance company Thermax Zydus wellness
Research Analyst @BloombergQuint. Tech Enthusiast. Football Fanatic. Coffee. Dreamer. Views Are Personal
Followers: 4,274
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