This document is a daily newsletter from Jainam Research that provides market analysis and commentary. It includes the following sections: indices performance for Indian and global markets; corporate news briefs on companies like Jet Airways, Just Dial, Tata Motors, and Eicher Motors; earnings results for various companies; details on FII flows and positions in Indian stocks and indices; and technical analysis charts for key commodities, currencies, and stocks.
PI Industries: Custom synthesis exports deliver growth of ~26% in Q1FY16; Buy
Jainam Market Mirror
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Market Mirror
Daily Newsletter
Report Details –
1. Indices Watch
2. Corporate News
3. Corporate Results & Action
4. Technical Mirror
5. Commodity Mirror
6. Momentum Calls Status
August 12 , 2014
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2. Registered Office: Malhar Complex, Dumas Road, Ichchanath, Surat – 395007.
Tel: 0261-305 5555 E-mail: research.report@jainam.biz
Thought on Wealth Creation
Every once in a while, the market does something so stupid it takes your
breath away.--Jim Cramer
Corporate News
Industrial Production (IIP) and CPI Inflation Rate will announce today.
Jet Airways-Have received board approval to have a single brand strategy for
airline. Promise airline will be best domestic brand after a year. Have a three
year profitability plan. To reduce costs by 2015, consolidate losses by 2016,
& enter profitability by 2017. Taking steps to cut debt, reduced by 21 percent
in Q1. Q1 overall revenues up by 12 percent. Will introduce 12 new
international flights by end of the year.
Just Dial-Board to meet on August 19 to mull expanding operations in US,
Canada, other emerging markets. To place valuation report for acquisition of
Just Dial Inc from Just Dial Global Private before board.
Tata Motors Q1-Consolidated Net Profit At Rs 5,398 Cr V/s Rs 1,726 Cr
(YoY).Consolidated Revenue At Rs 64,683 Cr V/s Rs 46,796 Cr
(YoY).Consolidated EBITDA At Rs 11,142 Cr V/s Rs 6,234 Cr
(YoY).Consolidated Operating Margin At 17.2 % V/s 13.3 %
(YoY).Consolidated Forex Gain At Rs 94 Cr V/s Forex Loss Of Rs 178.6 Cr
(YoY).
Eicher Motors Q2-Consolidated Net Profit At Rs 157.4 Crore Versus Rs 92.3
Crore (YoY). Consolidated Total Income At Rs 2,245.4 Crore Versus Rs
1,669.9 Crore (YoY). Consolidated EBITDA At Rs 285 Crore Versus Rs 166
Crore (YoY). Consolidated EBITDA Margin At 12.7 percent Versus 10
percent (YoY).
RBI cuts FII investment limit in IDFC to 50 percent from 50.50 percent.
Petrol may cost Rs 2.5 less, companies like to cut prices on independence
day.
ONGC Videsh signs product sharing contract for 2 Myanmar onland blocks.
Results
Coal India, IOC, BPCL , Jaiprakash Associates , Tata Power , Sun Pharma,
NMDC, Oil India, BHEL, Britannia, Wockhardt, Aditya Birla Nuvo, Apollo
Hospital, Astrazeneca Pharma, BEML, Bhushan Steel, Engineers India,
Essar Oil, Gillette India, GSK Pharma, IFCI, IVRCL, Marksans Pharma,
Merch, MOIL, Motherson Sumi, Natco Pharma, National Fertilizers, Opto
Circuits, Parshvanath Developers, Punjab and Sind Bank, REC, SCI, STC,
Suven Life, Tata Jewels
Corporate Actions
Ex-dividend :
Securities in Ban for Trade today is: IBREALEST.
Source: NW18, BSE, NSE, SEBI, BLOOMBERG, Accord Fintech & Jainam
Research.
* figures tend to change as market is opened
Equity Close Chg %chg
Indian Indices
SENSEX 25,519.24 190.1 0.75
NIFTY 7,625.95 57.40 0.76
BSE MCAP 9,012.05 49.87 0.56
BSE SMCAP 9,902.67 74.37 0.76
BSE BANKEX 16,997.20 93.39 0.55
BSE METAL 12,579.26 82.95 0.66
BSE IT 9,796.19 65.42 0.67
BSE FMCG 7,082.85 -28.89 -0.41
BSE OIL & GAS 10,508.71 -13.00 -0.12
BSE AUTO 15,956.70 412.37 2.65
World Indices
Dow Jones 16,569.98 16.05 0.10
Nasdaq 4,401.33 30.43 0.69
Dow Futures* 16,820.00 21.00 0.13
Nikkie* 15,183.94 53.42 0.35
Hangseng* 24,628.97 -17.05 -0.07
Net Flows
(Rs.Cr.)
FII (cash) -162.92
DII (cash) 234.41
FII Index Futures 162.46
FII Index Options 334.14
FII Stock Futures 498.08
FII Stock Options 10.98
Indian ADRs
DR REDDY 44.10 -1.01 -2.24
HDFC BANK 47.18 0.81 1.75
ICICI BANK 49.77 0.47 0.95
INFOSYS 58.47 0.6 1.04
MTNL 0.88 -0.04 -4.45
STERLITE 6.22 0 0
TATA MOTORS 41.11 2.87 7.51
WIPRO 11.76 0.06 0.51
Currency
USD/INR 61.17
Put Call Ratio
Index Options 0.82
Stock Options 0.49
India VIX 14.00 -0.62 -4.24
IL&FS TRANS Rs.4.00/share Panama Petro Rs.6.00/share
Ashoka Buildcon Rs.0.80/share
MARKET MIRROR
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