Tuesday, 21 April 2020

22nd April 2020 Morning Brief

Sentiment across Asian markets remains risk-off after Wall Street benchmarks plunged over 3 percent overnight. Companies continue to struggle to provide and outlook while energy markets remain highly volatile.

Crude oil prices have surged after falling by over 50 % in two sessions. West Texas Intermediate Crude for the June contract rose 20 percent to $13.93 per barrel.

Markets in Australia, South Korea and Japan have opened with losses, although they are shallower than those seen in the U.S.

🎯 News & Impact 🎯

🎯 ACC Q1CY20 :                    Revenue down 10.6 % to Rs 3,501.71 crore. Net profit down 5.5 percent to Rs 319.94 crore. Ebitda up 10.3 percent to Rs 585.85 crore. Ebitda Margin at 16.7 percent from 13.5 %. 

🎯 Den Networks Q4FY20 :    Revenue up 20.1 % to Rs 328 crore. Net profit of Rs 24.7 crore from Net loss of Rs 186.4 crore.                Ebitda up 73.2 percent to Rs 64.1 crore. Ebitda Margin at 19.5 % from 13.6 %. 

🎯 GTPL Hathway Q4FY20 :  Revenue up 2 times to Rs 655.7 crore. Net loss narrows to Rs 13.6 crore from Rs 27.7 crore. Ebitda up 47.2 percent to Rs 113.8 crore. Ebitda Margin at 17.4 % from 24 %. Positive for the stock. 👍 

🎯 Reliance Industries :        Facebook says it plans to invest $5.7 billion or Rs 43,574 crore in Jio Platforms Ltd. The investment will make Facebook its largest minority shareholder.                              Positive for the stock. 👍

🎯 Vodafone Idea :                         Paid Rs 1,367 crore to the government towards license fee, spectrum usage charges for the January-March quarter, as per a PTI report.

🎯 Nestle India :                                All the manufacturing locations have received permission to operate and are now operating at scaled-down levels.

🎯 Federal Bank :          Bank reported a 11 % growth in advances to Rs 1.24 lakh crore while deposits have grown 13 % to Rs 1.52 lakh crore on a year-on-year basis. The lender's Liquidity Coverage Ratio stood at 195.01 percent as of March 31.

🎯 Indian Oil Corporation :              LPG sale between April 1-20 was 696.6 thousand metric tonnes, a growth of 19.6 % over the same period last year.

🎯 Adani Power :                                To be excluded from the F&O segment from June 26.                   

🎯 SBI Life Insurance :                      To be included in the F&O segment from May 4.

🎯 Jyothy Labs:                      Launched hand sanitiser as a product.                                  

🎯 Kalpataru Power Transmission : Majority of the company’s international project sites have been operating at either full or partial capacities.

🎯 DCM Shriram :                          Sugar and fertilizer businesses are operating at full capacity.

🎯 Motherson Sumi Systems : Promoter Samwardhana Motherson revoked pledge of 50 lakh shares on April 17. Positive for the stock. 👍 

🎯 Emami :                            Promoters created pledge of 1 crore shares on April 15. Negative for the stock. 

🎯 Zee Learn :                          Promoter Jayneer Infrapower and Multiventures revoked pledge of 2.54 lakh shares on April 17. Positive for the stock. 

🎯 Embassy Office Parks REIT : Promoter Embassy Property Developments released pledge of 4 lakh units on April 21. Positive for the stock. 👍 

Edited by Sharp. 

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