Securities in Ban For Trade Date 19 - MAY

Securities in Ban For Trade Date 19 - MAY -2023 - 1. ABFRL, 2.BALRAMCHIN, 3. DELTACORP, 4. GNFC, 5. L&TFIN, 6.LICHSGFIN, 7.MANAPPURAM, 8.PNB  (Source - nseindia.com)

SBIN

SBIN

(Consolidated)

DIVIDEND - 11.30

Q4FY23 – Performance

Result is in line with the expectation.

Good set👍

Dividend👌

YoY Rev at 980B Vs 746B ⬆️31%

QoQ Rev at 980B Vs 915B ⬆️7%

Year ended Rev: 3508B Vs 2899B ⬆️21%

YoY PAT at 183B vs 99.9 ⬆️83%

QoQ PAT at 183B Vs 156B ⬆️17%

Year ended PAT: 565B Vs. 363B ⬆️55%

Q4EPS at 20.27Rs vs 10.79Rs Vs.17.34Rs

Year ended EPS: 62.35 Vs. 39.64

(STANDALONE)

Gross NPA (%) : 2.78 vs. 3.97 vs. 3.14

Net NPA (%) : 0.67 vs. 0.74 vs. 1.08

STOCKS IN ATION 19 MAY

STOCKS IN ATION 19 MAY 

Pfizer: The company initiated voluntary recall of all batches of Magnex, Magnex Forte, Zosyn and Magnamycin after an out-of-specification was observed at the manufacturing facility of its contract manufacturer for the recalled products, Astral SteriTech. The recall will have an impact on the company’s revenue and profitability.

Nazara Technologies: Nodwin Gaming, a subsidiary of the company, signed definitive and binding agreements to raise $28 million (Rs 232 crore) from existing investors—Nazara, Krafton and JetSynthesys—and new ones.

Vedant Fashions: Promoter Ravi Modi Family Trust will exercise the oversubscription option in the ongoing offer for sale after the non-retail investors placed bids for 223.80% of the portion reserved for them on the first day. The promoter will offload 2.88% additional stake under the greenshoe option.

Nazara Technologies: Approved Proposal Of Unit Nodwin Gaming For Raising Funds Worth 1.97b Rupees

Rail Vikas Nigam: The company has formed a joint venture, Indore MMLP Pvt., with National Highways Logistics Management and Madhya Pradesh Industrial Development Corporation to build multi modal logistics parks under the Bharatmala Project. RVNL is receiving Rs 77.62 crore for rail connectivity, NHLML is receiving Rs 186.97 crore towards MMLP land, road connectivity and other works, and MPIDC is r

Wipro: The company entered a five-year business partnership with ServiceNow to invest in and introduce new offerings to market to drive business transformation for clients.

South Indian Bank: The bank hiked marginal cost of funds based lending rates across tenures in the range of 5-10 basis points, effective May 20.

Rattanindia Enterprises: The company appointed Vinu Balwant Saini has chief financial officer, effective May 20.

Sbin Q4 results

Sbin Q4 results 

Q4 GNPA 2.78% VS 3.14% (QOQ) || Q4 NNPA 0.67% VS 0.77% (QOQ)

SL NET PROFIT RUPEES 167B VS 91B (YOY); EST 150.53B | 142B (QOQ)

STOCKS IN ACTION 18 MAY

STOCKS IN ACTION 18 MAY 

State Bank of India/HDFC Bank: The Reserve Bank of India allowed to acquire up to 9.99% of the paid-up share capital or voting rights of HDFC Bank. SBI Funds Management has been advised by RBI to acquire the shareholding by Nov. 15, 2023.

Vedanta: The company’s board will meet on May 22 to consider the first interim dividend for the fiscal 2023-24. The record date for the dividend, if approved, will be May 30.

JSW Steel: The company has been selected as the preferred bidder for composite licence of unexplored Surjagad 4 iron ore block in Gadchiroli, Maharashtra. The highest final offer price by the company is 131.05% of average monthly prices of iron ore of different grades and quality.

Surya Roshni: The company has received an order from Indraprastha Gas for supply 3LPE coated carbon steel pipes. It has also received orders from Indian Oil Corporation and Maharashtra Natural Gas in May for supply of API pipes and GI pipes. The total value of these orders is Rs 62.23 crore.

Vedant Fashions: Promoter Ravi Modi Family Trust will sell up to 9.88% stake in the company through an offer for sale on May 18 and 19. The floor price for the offer is Rs 1,161 per share.

NHPC: The company received letter of intent from Gujarat Urja Vikas Nigam for 200 MW capacity Solar Power Project within 600 MW Gujarat State Electricity Corporation’s solar park at Khavda. The estimated financial implication for project will be Rs 1,007.60 crore.

ICICI Prudential Life Insurance Company: The life insurer appointed Dhiren Salian as chief financial officer with effect from May 18 due to early retirement of Satyan Jambunathan from the post.

Bharat Heavy Electricals: The company given Jai Prakash Srivastava additional charge of the post of director (finance) for one year, effective April 18, 2023 to April 17, 2024. It also appointed Krishna Kumar Thakur as director (human resources) for a period of five years from the date of assumption of charge.

Godrej Agrovet: The company has collaborated with State Bank of India to launch a finance offering for oil palm farmers.

Lemon Tree Hotels signs licence agreement for an 82-room property in Gomti Nagar, Lucknow under the brand name, Lemon Tree Premier

Property to be operational by August, 2026

Indiabulls Real Estate: Says To Challenge NCLT Order Withholding Merger Of Co With Nam Estates, Embassy One Commercial Property Developments |To File An Appeal Before National Company Law Appellate Tribunal On Nclt Order Withholding Merger

Market Indication

Market Indication:

Global: FLAT to NEGATIVE

NIFTY: FLAT to NEGATIVE

BANKNIFTY:  FLAT to NEGATIVE

BULK Deals: Neuland Laboratories, Saksoft etc.

Stocks In F&O Ban Period: Delta Corp, GNFC, Punjab National Bank, Balrampur Chini Mills and Manappuram Finance 

Results Today: Jubilant FoodWorks, REC, Deepak Fertilisers & Petrochemicals Corporation, Devyani International, Endurance Technologies, Eris Lifesciences, Glaxosmithkline Pharmaceuticals, Honeywell Automation India, Jindal Saw, JK Tyre & Industries, Jindal Stainless, MTAR Technologies, Quess Corp, RailTel Corporation of India, Sterlite Technologies, Thermax, Vaibhav Global, and Whirlpool of India

SGX NIFTY:  (Negative)

18286     -43.00    -0.23%

Today's Market

Today's Market

US Market 

      Nasdaq = -22.16

      Dow Jones = -336.46

European

      Ftse 100 = -26.62

      Cac 40 = -12.20

      Dax = -19.31

Asian

      Nikkei 225 = +190.89

      Straits Times = -20.66

      Hang Seng = -119.84

      Taiwan weighted = +102.35

      Kospi = +9.84

SGX Nifty = 18284(-45.5)

On 16th May

Fii buys 1406.86 crore stocks

Dii sells 886.17 crore stocks

Good News :

1. Bharti Airtel profit rise 89.3%

2. LicHsgFin profit rise 5.5%

3. Oberoi Reality profit rise 106.9%

4. Jk paper profit rise 65%

5. Creditaccess Grameen profit rise 86.3%

6. Amber Ent profit rise 81.8%

7. Sterlite Tech going to raise funds

Bad News:

1. Jspl profit decline 79%

2. Metropolis profit decline 8%

3. Redington profit decline 11%

4. Hdfc MF reduce stake in Tamil Nadu Newsprint

Other News:

1. Copper price fall to 6 months low in expectation of low demand

2. Result today: Jubilant food, REC, Whirlpool, Jktyre, Railtel, Aries Lifescience, Deepak Fertilizer, GIC Housing

3. Govt can give subsidy on Fertilizer today

4. Buy back of Symphony end today

5. Anchor lock in period over for Kaynes Technology

6. BPCL going to start new project worth Rs49000 crore

Pharma, Chemical, Auto ancillary and Finance stocks will go upside today

LIC HOUSING FINANCE Q4 Result

LIC HOUSING FINANCE Q4 Result 

NET PROFIT 11.8B RUPEES VS 11.19B (YOY); 4.80B (QOQ) 

INTEREST INCOME 63.78B RUPEES VS 51.89B (YOY); 58.39B (QOQ) 

GNPA 4.41% VS 4.76% (QOQ) 

NNPA 2.50% VS 2.40% (QOQ)

*CO RECOMMENDED DIVIDEND OF 8.50 RUPEES PER SHARE*

Government debt to GDP

Government debt to GDP:

🇯🇵Japan: 264%

🇬🇷Greece: 171%

🇪🇷Eritrea: 164%

🇮🇹Italy: 145%

🇺🇸US: 129%

🇧🇭Bahrain: 120%

🇱🇰Sri Lanka: 114%

🇪🇸Spain: 113%

🇫🇷France: 112%

🇬🇧UK: 101%

🇯🇲Jamaica: 86.2%

🇦🇷Argentina: 85%

🇺🇦Ukraine: 78.4%

🇨🇳China: 76.9%

🇫🇮Finland: 73%

🇧🇷Brazil: 72.87%

🇿🇦South Africa: 67.4%

🇰🇪Kenya: 67.3%

🇩🇪Germany: 66.3%

🇹🇭Thailand: 60.96%

🇵🇭Philippines: 60.9%

🇮🇱Israel: 60.9%

🇲🇾Malaysia: 60.4%

🇳🇱Netherlands: 51%

🇰🇷South Korea: 49.6%

🇶🇦Qatar: 46.9%

🇳🇵Nepal: 41.4%

🇮🇩Indonesia: 40.9%

🇳🇬Nigeria: 38%

🇳🇴Norway: 37.4%

🇮🇶Iraq: 36.7%

🇳🇿New Zealand: 35.9%

🇮🇷Iran: 34%

🇸🇪Sweden: 33%

🇹🇷Turkey: 31.7%

🇦🇺Australia: 22.3%

🇪🇪Estonia: 18.4%

🇰🇼Kuwait: 7.1%

BHARTI AIRTEL Q4 Result

BHARTI AIRTEL Q4 Result 

NET PROFIT 30.06B RUPEES VS 15.88B (QOQ); 20.08B (YOY) 

REVENUE 360B RUPEES VS 358B (QOQ); 315B (YOY)

EBITDA 188B RUPEES VS 186B (QOQ)

EBITDA MARGIN 52.2% VS 51.95% (QOQ)

*CO RECOMMENDED A FINAL DIVIDEND OF 4 RUPEES PER SHARE*

MPS Q4 Result

MPS Q4 Result 

NET PROFIT RUPEES 321M VS 221M(YOY)

REVENUE RUPEES 1.3B VS 1.1B (YOY)

EBITDA SEEN AT 458M VS 315M (YOY)

EBITDA MARGIN SEEN AT 35.96% VS 28.78% (YOY)

*Company announced dividend Rs 20/share*

BUY TATA MOTOR

BUY TATA MOTOR FUT/CASH @ 530-32, SL 524, TGT 538, 545, 560+

FII DATA

*FII DATA

as on 15/05/2023

(fig in crores) Cash Market

FII Net 1,685.29

FII Buy 7,676.34         

FII Sell 5,991.05  

Advisory: India Vix : 13.17

FIIs were net buyers in the cash market segment to the tune of Rs. 1685 crores. Simultaneously, in Index futures, they bought worth Rs. 1290 crores with an increase in open interest, indicating long addition. In the F&O segment, fresh longs were added to key indices at the start of the week. The put writers added a good amount of positions in 18300-18200 strikes and on the other side, build-up remained scattered 18500-18700 call options. Stronger hands continued their buying streaks in equities and added a few longs in the index futures segment. Their Long Short Ratio’ advanced to 50% from 46%. Considering the above data point, we expect a continuation of the ongoing rally towards 18400-18500 and hence, would advocate using intraday declines to add longs.

SGX Nifty

SGX Nifty: 18450

Advisory: Market Pre-opening

Advisory: Support / Resistance : Intraday

Nifty Futures :

S1 - 18350 S2 - 18260

R1 - 18510 R2 - 18600

BankNifty Futures :

S1 - 43780 S2 - 43400

R1 - 44230 R2 - 44600

Nifty Highest Open Interest (18th May Weekly expiry) : Call:18500 / Put : 18300

Market Indication

Market Indication:

Global: FLAT to POSITIVE

NIFTY: FLAT to POSITIVE

BANKNIFTY:  FLAT to POSITIVE

BULK Deals: Neuland Laboratories, Saksoft etc.

Stocks In F&O Ban Period: Delta Corp, GNFC, Punjab National Bank, BHEL 

Results Today: Bharti Airtel, Bank of Baroda, Indian Oil Corporation, Jindal Steel & Power, Amber Enterprises India, Chemplast Sanmar, CreditAccess Grameen, Granules India, Indo Rama Synthetics, JK Paper, Jubilant Ingrevia, Kajaria Ceramics, LIC Housing Finance, Metropolis Healthcare, Oberoi Realty, Paras Defence and Space Technologies, Talbros Automotive Components, and Triveni Turbine

SGX NIFTY:  (Positive)

18448     +44.50    +0.24%

Technical View

Technical View:

Nifty is likely to find support at around 18270. 18600 is likely to act as resistance.

Bank Nifty is likely to find support at around 43500. 44300 is likely to act as resistance on the upside.

BAJAJ CONSUMER CARE Q4 RESULTS

BAJAJ CONSUMER CARE Q4 Result 

NET PROFIT 410M RUPEES VS 383M (YOY); 337M (QOQ)

REVENUE 2.44B RUPEES VS 2.19B (YOY); 2.28B (QOQ)

EBITDA 421M RUPEES VS 373M (YOY)  

EBITDA MARGIN 17.21% VS 17% (YOY).

*Bajaj declares dividend of 5 rs per share*

Result season @Quarter four 2023

Result season @Quarter four 2023  

    

May 03, 2023

Derivative Segment

  • ABB India Ltd.

  • CHOLAFIN 

  • Havells India Ltd.

  • Tata Chemicals Ltd.

  • Titan Company Ltd.

  • MRF Ltd.

  • Petronet LNG Ltd.

  • Godrej Properties Ltd.

Cash Segment

  • Sonata Software Ltd.

  • Aavas Financiers Ltd.

  • Jyothy Labs Ltd.

  • KEC International Ltd.

  • K.P.R Mill Ltd.

  • SIS Ltd.

  • SONACOMS

  • SOLARINDS

  • Anupam Rasayan India Ltd.

  • Adani Wilmar Ltd.

  

May 04, 2023

Derivative Segment

  • Dabur India Ltd.

  • HDFC 

  • Hero Motocorp Ltd.

  • TVS Motor Company Ltd.

  • TATAPOWER

  • Firstsource Solutions Ltd.

  • IDFC Ltd.

  • United Breweries Ltd.

  • Adani Enterprises Ltd.

Cash Segment

  • Blue Star Ltd.

  • APTUS

  • CEAT Ltd.

  • MINDSPACE

  • Sundaram Fasteners Ltd.

May 05, 2023

Derivative Segment

  • Marico Ltd.

  • Federal Bank Ltd.

  • Bharat Forge Ltd.

  • Brittania Industries Ltd.

  • Piramal Enterprises Ltd.

Cash Segment

  • EQUITASBNK

  • Sundaram Clayton Ltd.

  • BLUEDART

  • TATAINVEST

  • Alembic Pharmaceuticals Ltd.

  • Ajanta Pharma Ltd.

  • Gujarat Fluorochemicals Ltd.

  • PAYTM

  • Vardhaman Textiles Ltd.

May 06, 2023

Cash Segment

  • CAMS 

  • Gujarat Ambuja Exports Ltd.

  • GRINDWELL Norton Ltd.

  • Bank of India 

  • Aether Industries Ltd.

  • Union Bank of India

May 08, 2023

Derivative Segment

  • EXIDEIND 

  • PIDILITIND 

  • Coal India Ltd.

  • Aarti Industries Ltd.

  • Canara Bank Ltd.

  • Birlasoft Ltd.

  • Mahanagar Gas Ltd.

  • UPL Ltd.

Cash Segment

  • KANSAINER 

  • CGPOWER

  • CARBORUNIV

  • Indian Bank

  • IRB Invit Fund

  • Happiest Minds Techno. Ltd.

May 09, 2023

Derivative Segment

  • Rain Industries Ltd.

  • Lupin Ltd.

  • SRF Ltd.

  • Indraprastha Gas Ltd.

Cash Segment

  • JM Financial Ltd.

  • Castrol India Ltd.

  • SCI

  • LATENTVIEW

  • WESTLIFE

  • HFCL Ltd.

  • KSB Ltd.

  • Chalet Hotels Ltd.

  • Godrej Agrovet Ltd.

  • HATSUN 

  • Birla Corpopration Ltd.

  • Nuvoco Vistas Corp. Ltd.

May 10, 2023

Derivative Segment

 • Dr.Reddy's Lab. Ltd.

 • Bosch Ltd.

 • Escorts Kubota Ltd.

 • Gujarat Gas Ltd.

 • GODREJCP Ltd.

 • Larsen & Toubro Ltd.

Cash Segment

 • BASF India Ltd.

 • Sanofi India Ltd.

 • PGHH

 • Cera Sanitaryware Ltd.

 • Prism Jhonson Ltd.

 • Ratnamani Metals & Tubes Ltd.

 • Relaxo Footwears Ltd.

May 11, 2023

Derivative Segment

 • Asian Paints Ltd.

 • ABCAPITAL

 • Deepak Nitrite Ltd.

 • Gujarat State Petronet Ltd.

 • Balrampur Chini Mills Ltd.

Cash Segment

 • ALKYLAMINE 

 • ZENSARTECH 

 • Gillette India Ltd.

May 12, 2023

Derivative Segment

 • Max Financial Services Ltd.

 • Cipla Ltd.

 • Tata Motors Ltd.

 • Polycab India Ltd.

 • Manappuram Finance Ltd.

Cash Segment

 • CHOLAHLDNG 

 • Tata Motors DVR Ltd.

 • Sapphire Foods India Ltd.

May 13, 2023

Derivative Segment

 • Navin Fluorine Intnl Ltd.

May 15, 2023

Cash Segment

 • PGHL

 • PCBL Ltd.

 • Kalyan Jwellers India Ltd.

May 16, 2023

Derivative Segment

 • Granules India Ltd.

 • Indian Oil Corporation Ltd.

May 17, 2023

Derivative Segment

 • Jubilant Foodworks Ltd.

Cash Segment

 • Endurance Technologies Ltd.

May 18, 2023

Derivative Segment

 • CONCOR

 • State Bank of India

 • Ramco Cements Ltd.

Cash Segment

 • SUMICHEM

 • CLEAN

 • Gland Pharma Ltd.

May 19, 2023

Derivative Segment

 • Jsw Steel Ltd.

 • CRIOMPTON

Cash Segment

 • MSUMI

May 22, 2023

Cash Segment

 • GUJALKALI

May 23, 2023

Derivative Segment

 • Amara Raja Batteries Ltd.

 • Biocon Ltd.

Cash Segment

 • JCHAC

May 24, 2023

Derivative Segment

 • Cummins India Ltd.

May 25, 2023

Cash Segment

  • TTK Prestige Ltd.

  • ESAB India Ltd.

  • AKZOINDIA 

  • GSFC

May 26, 2023

Derivative Segment

 • MOTHERSON 

Cash Segment

  • HUDCO

  • NHPC

Today's Market

Today's Market

US Market 

      Nasdaq = -132.09

      Dow Jones = -367.17

European

      Ftse 100 = -97.54

      Cac 40 = -108.30

      Dax = -195.44

Asian

      Nikkei 225 = +34.77

      Straits Times = -30.47

      Hang Seng = -249.19

      Taiwan weighted = -80.80

      Kospi = -20.51

SGX Nifty = 18146(-74.5)

On 2nd May

Fii buys 1997.35 crore stocks

Dii sells 394.05 crore stocks

Good News :

1. Ambuja cement profit rise 1.4% and Income rise 8.4%

2. Home first profit rise 7%

3. Fino payment profit rise 22%

4. Spandan Sphoorty profit rise 544%

5. KEI profit rise 18.6%

6. M&M fin loan disbursement increase 39%

7. BL kashyap got order worth Rs238 crore

Other News:

1. FED meeting today

2. Result today: Titan, Tata chem, Godrej Prop, Chola Investment, Havells, MRF , ABB, Petronet

3. China and Japan market is closed today

4. Buyback of Symphony start from today

Chemical, Pharma, Auto ancillary and Electric Equipment stocks will go upside today

ULTRATECH CEMENT Q4 RESULTS

ULTRATECH CEMENT Q4 RESULTS 

NET PROFIT 16.66B RUPEES VS 26.2B (YOY); 10.58B (QOQ)

REVENUE 187B RUPEES VS 158B (YOY); 155.02B (QOQ)  

EBITDA 33.23B RUPEES VS 30.7B (YOY) 

EBITDA MARGIN 17.90% VS 19.5% (YOY)

CO RECOMMENDED A FINAL DIVIDEND OF 38 RUPEES PER SHARE