Vivek Iyer
@VivekIyer72
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Equity Market Analyst, CNBC TV 18, Ex - ET NOW Software Engineer and MBA Finance, Mumbai University. All views are personal. Retweets are NOT Endorsements
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ITC IN FOCUS: SOURCES TO ET NOW
ITC cigarette distributors intimated of price hikes
Price hikes said to be in the range of 5-8%
Distributors already received the new shipments yesterday
New Shipments have new printed prices on cigarette brands
@Ajaya_buddy
15
55
548
VERY BIG FALL IN MSCI INDIA INDEX
FROM BLOOMBERG
MSCI India Index plunged about 9% around 1:20 pm Mumbai time
MSCI India Index is now down 9.2%
MSCI Asia Pacific Index and MSCI Emerging Markets Index also extended losses around the same time
15
33
244
Very important observations by
@REDBOXINDIA
ITC Analyst Day
Sep 2021, Co has 25.2 Lakh Retail Shareholders.
- Account for 12.2% of the company's equity
- Presentation to be uploaded post event (4.30 PM)
- Invite decline & late upload puts Retail Investors at info disadvantage
7
11
128
Big News
Adani Group Statement
Adani fully prepays share backed promoter financing
and increases equity in Ambuja Financing aggregating
USD 2.65 bn
Promoters have also prepaid USD 500 million facility taken for Ambuja acquisition financing.
1
25
118
Goldman Sachs Tactical downgrade of India: We lower India to market weight after region-leading 31% gains in 2021. The cyclical recovery and longer-term digital development themes remain attractive, but appear well-priced for now.
7
17
110
Sensex Rejig
Wipro will be included in the Sensex
Bajaj Auto will be excluded, effective date December 20
FTSE Rejig
Macrotech, Zomato and Sona BLW to be included in FTSE All World Index
Clean Science to be included in FTSE ALL cap Index
1
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105
HDFC BANK IN FOCUS
Will see inflows of over $650Million of inflows tomorrow
FTSE, Sensex & Other ETF buying
4
6
82
MSCI INDEX REVIEW
SBI LIFE Highest Weightage in MSCI EM INDEX
MSCI INDIA INDEX
8 Additions
Berger
DLF
HDFC AMC
IPRU
IGL
INFO EDGE
SBI LIFE
SIEMENS
6 deletions
BHEL
glenmark
Ihfl
Ltfh
Idea
Yes bank
5
20
78
RBI GOV DAS: BANKS CAN LEND TO HOTELS, RESTAURANTS, TRAVEL, AVIATION ANCILLARY SERVICES UNDER NEW WINDOW
1
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75
Interesting Deal in private space!
Silver Consumer Electricals does fund raise, deal values Company at Rs. 400cr
Fund raise done via private placement round
Thread 1/n..
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Dear FM,
Thanks for the bounce.
Shorters Association Of India
🤪🤪🤪
6
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72
Rakesh Jhunjhunwala reduces stake in Lupin
At end of June quarter, Rakesh Jhunjhunwala held 1.6% stake in Company
September quarter shareholders disclosure does not have his name as public shareholder
Companies not obliged to reveal names of shareholders who hold <1% stake
2
8
73
Simplifying the 10% of GDP package
What has been Given/Announced so far
Centre 1.63% of GDP
States 0.01% of GDP
RBI. 3.09% of GDP
So total 4.73%
Pending 5.27% of GDP is expected
*Data : various reports and brokers
Main thing is what the govt estimation of GDP?
@Ajaya_buddy
4
16
67
STRONG
Mangalam Organics
MOFSL
GSK Consumer
L&T
Syndicate Bank
Procter & Gamble Health
V2 Retail
Trigyn Tech
MIXED
Mangalam Cement
Avenue Supermart
Dilip Buildcon
Eicher
Shriram Piston
WEAK
IFGL Refractories
Nilkamal
Vakrangee
1
23
66
Divis Labs Q1
Revenues at `1731cr vs `1163cr, up 49% YoY
PAT at `492cr vs 273cr, up 80% YoY
4
8
66
TVS MOTORS
First says story is speculative , then sends a press release announcing the same story?
@tvsmotorcompany
6
3
64
Dear Friends,
A Friend has an urgent requirement of Blood at Kokilaben Hospital.
If anybody can help
Please contact him on – 9820410367
Thanks
Please do help!
@Lokhandwala_Bom
8
57
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BIG NEWS
Route Mobile
Promoter To Sell Entire Stake In Co to Proximus Opal Group
Deal will trigger open offer
1
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61
MSCI says
As of January 12, 2021, NSDL updated the foreign investment limit for BHARTI AIRTEL from 49% to 100%
Change will be implemented as part of the upcoming February 2021 Quarterly Index Review
1
9
53
BIG BREAKING
Seeing 2 PSU names after long in REC and PFC
MSCI releases list of Stocks as part of August GlobalStandard Index review
Inclusions
PFC
REC
Astral
Cummins
Ashok Leyland
Supreme industries
IDFC First Bank
HDFC AMC
Exclusions
ACC
@CNBCTV18Live
@nimeshscnbc
1
13
54
Breaking..
Big block likely in Yes Bank Tomorrow
@CNBCTV18Live
@CNBCTV18News
Yes Bank - Sources
Block deal likely in Yes Bank tomorrow
Carlyle set to sell ~1500cr worth stake via block deal tomorrow
Alert - Carlyle holds
8.74% stake in Yes Bank (post warrant conversion)
1
10
51
PHARMA IN FOCUS -
Amidst Rising Drug Shortages, US dependence rises for medicines from India & China
US Congress flags off over reliance on India & China
US Congress demands USFDA to come clean on various inspection methodologies
#Pharma
#USFDA
#DrugShortageinUSA
1
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Piramal Ent close to selling up to 20% in pharmaceuticals business, and is scouting for buyers to take up entire stake in Shriram group entities, to cut debt and prepare a cash chest worth Rs 9,000 crore to meet financial liabilities
2
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THIS CAN BE HUGE FOR LARSEN & TOUBRO
International Reports Say that the company is favourably placed to win one more huge order from Saudi Aramco
Order opportunity Size - $5bn
0
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Today
NSE cash segment hit a lifetime high turnover of 1,47,358 Cr in a single day. It is higher from its previous record turnover of 98,935 Cr. made on 31st August 2020.
3
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48
Credit Suisse on RIL
Rights issue at 14% discount to CMP
To reduce net debt of $22b to zero by Mar-2021
With two deals already announced (FB & BP), cash-inflow from the deals should be around US$7bn
rights issue could help to reduce net debt further by US$7.5bn
@Ajaya_buddy
7
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47
SOmething the entire street was discussing today
Mr. Rahul Jain of Goldman Sachs, India, in conversation with Mr. Sashidhar Jagdishan of HDFC
Bank
Interesting insights!
3
13
46
BREAKING - MSCI May Index Review
MSCI announces list of additions/ deletions as part of the May Index review.
Here are the list of chances in the MSCI Global Standard Index and the MSCI India Smallcap index
MSCI INDIA INDEX - (Part of the MSCI Global Standard Index) - Sees 13
2
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47
Polycab India
Revenues at `1934cr vs `1683cr, up 15%
PAT at `135cr vs ` 77cr, up 76%
0
4
46
INDUSIND IN FOCUS
Overseas investors could soon be barred from buying fresh shares of IndusInd Bank as the private lender heads closer to the FPI limit.
As on Wednesday, foreign portfolio investors (FPIs) held 73.6% in the bank, which is 0.4% below maximum limit.
4
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43
Big News
TECH Mahindra
Appointment of Mr. Mohit Joshi as Managing Director and Chief Executive Officer wef Dec 20, 2023
Mohit Joshi joins the Company from
Infosys, where he is currently the President.
1
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42
WHICH INDIAN COMPANY WILL REACH THE USD 1 TRILION DOLLAR MARK ?
VERY INTERESTING NOTE BY ICICI SECURITIES
India’s first USD 1trn market cap (mcap) stock could emerge by 2032.
1. HDFC Bank is the most likely stock with a hurdle rate of ~25.5%.
2. RIL could make it if its
1
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RESULTS POST MARKET HOURS
STRONG
Aurobindo
KEC International
Siemens
Thangamayil
Allcargo
Adani Gas
Phoenix Mills
Tasty Bite
MIXED
Tata Steel
Petronet LNG
HCL Tech
Sundaram Fasteners
Sudarshan Chem
Lemon Tree
WEAK
HPCL
Punjab & Sind Bank
SREI Infra
Praxis Home
Schneider
4
8
39
HDFC AMC
Revenues at ` 524cr vs ` 477cr, up 9.8%
PAT at ` 352cr vs ` 243cr, up 44.9%
0
3
40
Shapoorji Pallonji Grp gears up for Sterling & Wilson Solar IPO. ,1st IPO from the Group in >150 years! I caught up with Khurshed Daruvala the Chairman & Bikesh Ogra, the Global CEO of SWSL to understand the IPO & Company in depth!
3
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Big Development:
Both Vodafone and Airtel to hike telecom tariff rates
4
8
39
An excellent tweet on the biosimilar opportunity.
Recommend watching the entire interview to get a sense of biosimilar industry and the tremendous scope it offers
Link to the video.
#Biosimilars
opportunity is where generic opportunity was around 1995-96
Here is a very nice summary on
#Biopharma
#Sandoz
too have nicely explained the difference between
#ChemicalPharma
and
#BiotechPharma
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0
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39
PIRAMAL ENTERPRISES IN FOCUS: (ONE MORE DOWNGRADE ON LODHA) Fitch cuts Lodha Developers' outlook to Negative from Stable
This is after Moody's Downgrade
6
12
38
ONE MORE IL&FS VICTIM
SHREE CEMENT
Investments of Rs. 171.33 crore in IL&FS
Fair value loss of Rs. 178.13 crore during the quarter and six months ended on 30th September, 2018.
@Ajaya_buddy
8
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35
What a hilarious market Forward!
Today's market is down majorly on account of IT (TCS/INFO/WPRO/HCLT) and HDFC/Reliance ...if u take this out sh be positive 😂😂😂
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Very Big Order Win For JSPL
SOURCES TO
@Ajaya_buddy
JSPL L1 bidder for a 4.5 lk tn steel order from Indian Railways
Alert: JSPL did not comment on ET NOW's query
0
12
38
V. Vaidyanathan
@IDFCFIRSTBank
Tragedy in life is not in being unable to achieve your goals,
The bigger tragedy in life is in not having a goal!
#indiaeconomicconclave
#iec
#iec2019
5
8
34
POSITIVE FOR ITC, GODFREY PHILIPS
Can be a game changer for valuations
Parliamentary panel has recommended permitting regulated foreign direct investment in the tobacco & cigarette production
9
5
35
Samvardhana Motherson
Sources
Sumitomo Wiring to sell 4.4% stake in Company via block deal tomorrow
Floor price -118/sh
Deal size $427mn
Total size 4.4% of total equity
Seller - Sumitomo Wiring System
Alert - seller held 14.14% stake at end of Dec qtr
Lock up for 270days from
1
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37
Adani Group promoters reduce pledged shareholding in 3 group companies
Promoters reduce pledge by 1.4% in Adani Transmission
Promoters reduce pledge by 3% in Adani Green Energy
Promoters reduce pledge by 12% in Adani Ports
3
9
36
Maharashtra is first in country to ban sale of loose cigarettes | Mumbai News - Times of India
6
5
35
TECH MAHINDRA - VERY STRONG RESULTS
CC revenue growth at 4.3% QoQ (Vs poll of 2.8% QoQ expected)
REV 8944 up 3.95 Qoq
EBITDa at `1723cr, up 6.4% QoQ
EBITDA margins at 19.3% , up 50bps QoQ
Consol PAT 1203cr, up 13% QoQ
$ rev up 3.5% QoQ, at $1260Mn
2
6
35
Tata Global Beverages to be renamed as Tata Consumer Products Limited
2
6
33
Surya Roshni in focus
Surya Roshni likely to consider
#business
realignment along with
#Q4
results. Company may discuss de-merger of lighting business, sources to
@VivekIyer72
1
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0
5
34
Yogi Adityanath, Chief Minister Of Uttar Pradesh at the Bombay Stock Exchange today for the announcement of Lucknow Municipal Bond.
3
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34
Bharti Airtel in Talks to Buy Vodafone Stake in Indus Towers: ET
Airtel is the biggest shareholder in Indus, with 47.95%; Vodafone Group has 21.05% and 30.97% is with the public, according to the tower company's latest filing with the BSE. A buyout of the Vodafone stake will
1
4
33
TOP THINGS TO FOCUS ON TODAY
1.Kotak Bank: ING stake sale, deal at discount
2.M&M: Guidance cuts
3.Yes Bank: Ashok Chawla quits
4.Results: United Breweries + ve, Grasim -ve (One – offs)
5.Jet Airways: Tata SIA Airlines enters
6.Demergers : CCD, Gujarat Fluoro
@Ajaya_buddy
2
4
34
MSCI to CNBC TV18 exclusively
After feedback received there will be weight reduction in select Adani Group stocks
Adani Ent, Adani Total Gas, Adani Transmission & ACC to see FIF factor reduction
(ie.weight reduction & outflow)
Changes from Feb 28 close
@CNBCTV18Live
5
4
32
Inauguration soon ...Metro Line 7 and Line 2A
Line 7- Dahisar to Goregaon
Line 2A - Dahisar to DN Nagar
@AndheriLOCA
@mybmc
6
1
32
Interesting !
Coforge Crosses US$ 1 billion Revenue Milestone; Company to gift an Apple iPad to each of it’s 21,000+ employees to celebrate the milestone
3
5
33
ICICI & AXIS AT LIFE TIME HIGHS
@jayeshkhilnani
1 year
ICICI +45%
Axis +50%
6 month
ICICI +21%
Axis +28%
0
2
33
NSE indices see constituent changes
NIFTY CHANGES
IN: Tata Consumer Products Ltd.
OUT: GAIL (India) Ltd.
NIFTY BANK CHANGES
IN: AU Small Finance Bank
OUT: Bank of Baroda
0
6
33
APOLLO TYRE : IL&FS EXPOSURE
Unsecured, short term intercorporate deposit of Rs 2,00CR with IL&FS Financial Services Ltd ("IL&FS"). IL&FS has defaulted on its repayment
Recorded a provision of Rs. 60cr
4
2
29
BBG: BPCL SALE MAY HAPPEN ONLY BY MARCH IN CURRENT SITUATION: CFO
1
2
31
BREAKING NEWS!
British American Tobacco to sell stake in ITC tomorrow
BAT to sell upto 3.5% stake in ITC
Price Range - 384-400.25
Offer size 16,775.1cr
Lock-up for further sale is 180 days
@CNBCTV18Live
@CNBCTV18News
Key Qn - Will they sell further stake?
Surely not for next
1
5
29
BREAKING
Jio Financial Services and BlackRock Agree to Form Joint Venture to Enter India’s Asset Management Industry
1
4
31
SIN STOCKS SURGE (FRIDAY CHEER)
@Ajaya_buddy
ITC
Godfrey Philips
VST Industries
United Spirits
United Breweries
Radico Khaitan
Associated Alcohol
2
3
31
Setback for Sun PHARMA
Halol facility classified as OAI
(Official Action Initiated)
Future Approvals may be held back
Co. Working on making facility compliant
3
7
29
KEY TAKEAWAY FROM TCS - Once in a decade opportunity
Rajesh Gopinathan, Chief Executive Officer and Managing Director
“The strong & sustained demand
environment is a once-in-a-decade opportunity to position ourselves as preferred growth and
transformation partner for customers"
1
4
29
Firstsource Solutions Ltd Trims FY24 guidance
Earlier Revenue Guidance 2-4%, now revised downwards to 0-2%
EBIT Margin guidance trimmed to lower end of band 11-11.5% , earlier 11%-12%
0
5
30
RESULTS ROUND - UP
STRONG
Just Dial
Union Bk
HDFC AMC
Vaibhav Global
Granules
Finolex Ind
Snowman Logistics
Thirumalai Chemicals
Supreme Ind
MIXED
SPARC
Chambal Fert
LIC Housing
Swaraj Engines
WEAK
BPCL
Mahindra Hol
HSIL
Chennai Petro
Wonderla Holidays
DCM Shriram
Nilkamal
3
5
29
PLASTIC MOULDING PRODUCTS OPPORTUNITY IN INDIA
EXCERPT FROM KISAN MOULDING PRESENTATION (AVAILABLE ON EXCHANGES)
0
7
30
+VE FOR TYRES
Positive effect seen from sharp decline in Butadiene & Styrene Prices
Butadiene and Styrene down 30% from Aug-Sep 2018 levels
10% cut in prices should expand margins by 100bps
Natural rubber prices also at two year low
Price hikes also undertaken
@Ajaya_buddy
2
7
27
52 Week highs
Icici pru
Whirlpool
PVR
BPCL
Concor
Siemens
Icici bank
Kotak
Tata global
6
7
28
TOP THINGS TO TRACK
1. Tata Steel, JSPL +ve
2. Sun Pharma -ve
3. Zee : Promoter stake sale
4. PNB Housing Carlyle opts out
5. Apollo Tyres (Promoter's Salary cut)
6. Ashok Leyland - Vinod Dasari steps down
7. OIL Sell off +ve for Indian equities' sentiment
@Ajaya_buddy
4
3
29
UPL : Just a misunderstanding
Phillip Cap on UPL: Remain positive
Auditor resignation due to its inadequate team for conducting global audit; Nothing worrisome
Audit responsibility of leading subsidiary just getting shifted from local Mauritius KPMG team to Global
@Ajaya_buddy
3
7
28
HCL TECH : Joker in the pack , looks very strong set!
All above , revenue guidance raised
TCS: Muted growth, Margins strong!
1
3
29
Govt Mulls no Tax on LTCG with 2-year Holding Period!
The government has approached tax advisers and experts on the possible implications of removing tax on longterm capital gains (LTCG) introduced amid much criticism in the FY19 budget: ET
3
9
29
Adani prepays INR 7,374 Crs of share backed financing
• Adani Ports : 11.8% of the promoters’ holding
• Adani Enterprises: 4.0% of promoters’ holding
• Adani Transmission : 4.5% of promoters’ holding
• Adani Green : 1.2% of promoters’ holding
1
5
29
RESULTS POST MARKET HOURS
STRONG
Torrent Power
Cholamandalam Invt
Phillips Carbon
3M India
Cummins India
Container Corp
EIH
Team Lease
MIXED
Bank of Baroda
Credit Access Grameen
Blue Star
WEAK
Tata Global Beverages
IDFC
Manpasand Beverages
Jindal Stainless (Hisar)
Pidilite
1
6
26
Big relief for Sun Pharma
Sebi inquiry clears Sun Pharma finds no merit in allegations of fraud
1
10
27
INDIA CEMENTS
Radhakishan S Damani increases stake
At end of December quarter, stake increased by 3.39%
At end of September quarter, stake stood at 1.3%
Dec Qtr -
Sept quarter
1
4
27
SATURDAY RESULTS ROUND UP
STRONG
Gujarat Alkalies
Endurance Technologies
Shree Rama Newsprint
Godfrey Philips
TCI Express
BEML
Torrent Pharma
MIXED
Cadila Healthcare
JSW Energy
Akzo Nobel
Future Consumer
WEAK
Gujarat Gas
VRL Logistics
0
7
27
As per IIFL Sec, Nifty Rebalance expectations
Tata Consumer In, GAIL out
1
7
27
2
1
25
MARKET CAP EROSION IN LAST 2 DAYS
BPCL loses over 23,000cr in market capitalization in last 2 trading sessions
HPCL loses over 10,000cr in market capitalization in last 2 trading sessions
IOCL loses over 35,000cr in market capitalization in last 2 trading sessions
4
5
26