Wednesday, 5 February 2020

6th February, 2020 Morning Brief

Market will open on a positive note after another leg of rally witnessed yesterday on positive global cues.

Stocks in Asia gained after data showed resilience in the U.S. economy and investors speculated the fallout from the coronavirus could be contained.

U.S. equities earlier closed at an all-time high. The S&P 500 Index’s three-day gain topped 3 percent, and the Nasdaq indexes added to records.

🎯 News & Impact 🎯 

Last meet of the year of India’s Monetary Policy Committee which will announce its final review for 2019-20. It may give shock by hiking rates. 
Our view : Rate cut is out of question. 

Major Results Today :
Eicher Motors, Hero MotoCorp, Sun Pharma

🎯 DLF (Q3, YoY) :
Revenue down 39.5 % to Rs 1,342 crore. 
Ebitda down 64.3 % to Rs 237.6 crore. 
Margin at 17 % versus 28.8 %
Net profit up 23.5 % to Rs 414 crore.

🎯 HPCL (Q3, QoQ) :
Revenue up 16.2 % to Rs 70,749.6 crore. 
Net profit down 29 % to Rs 747.2 crore.

🎯 Ajanta Pharma (Q3, YoY) :
Revenue rose 34.2 % to Rs 651.2 crore. 
Net profit rose 60.8 % to Rs 107.6 crore.
Positive for the stock. 👍 

🎯 Indiabulls Housing Finance (Q3, YoY) :
Net interest income fell 50.9 % to Rs 614.1 crore. 
Net profit fell 43.8 % to Rs 546.9 crore.

🎯 Engineers India (Q3, YoY) :
Revenue rose 53.7 % to Rs 899.2 crore. 
Net profit rose 19.4 % to Rs 111.8 crore.

🎯 SBI :
Company said that it has completed the divestment of its entire 7.41 % stake in Equifax Credit Information Services for Rs 68 crore.

🎯 Kotak Mahindra Bank :
Bank’s arm has completed the divestment of its entire 5.56 % stake in Equifax Credit Information Services.

🎯 Lupin :
Company received approval for Leflunomide tablets from the U.S. FDA to market a generic equivalent of Arava Tablets. The drug is used in the treatment of adults with active rheumatoid arthritis.
Positive for the stock. 👍 

🎯 CreditAccess Grameen :
Company received No-Objection Certificate from RBI for its acquisition of 76.34 % stake in Madura Micro Finance.
Positive for the stock. 👍 

🎯 Navkar Corporation :
Company received Strategic Alliance Management Contract at lnland Clearance Depot, Valvada, Gujarat, via tender offered by Central Warehousing Corporation for an initial period of five years and further extendable for a period of two years on mutual consent.

🎯 Hindustan Aeronautics :
Company signed a memorandum of understanding with Israel’s Elbit Systems for assessing the feasibility of the joint development of a Vertical Take-off and Landing Unmanned Aerial Vehicle for maritime and land-based military operations.

🎯 Panacea Biotec :
Company completed the transfer of its pharma business to its wholly-owned arm, Panacea Biotec Pharma.

🎯 Matrimony.com :
Company acquired 26.1 % stake in Astro-Vision Future Tech for Rs 6 crore.

🎯 Emami :
IDBI Trusteeship Services increased stake from 7.38 % to 11.85 % in respect of pledge creation, on behalf of debenture holders.

🎯 Westlife Development :
Promoter Makino Holdings sold 46.82 lakh shares (3.01 %) at Rs.425.07 each. 
Negative for the stock. 

🎯 Reliance Infra :
Promoter Redkite Capital sold 20 lakh shares (2.48 %) at Rs 67.06 each. 
Negative for the stock.

🎯 Pidilite Industries :
Company promoter Harish Parekh sold 50,000 shares from February 3-4
Negative for the stock.

🎯 Music Broadcast :
Company promoter Jagran Prakashan acquired 60,000 shares on February 3.
Negative for the stock.
🎯 

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