Stock TO Watch: शेयर बाजार में नवंबर सीरीज के पहले कारोबारी सत्र में मिलाजुला एक्शन दिख सकता है. बाजार के प्रमुख इंडेक्स हरे निशान में खुल सकते हैं. क्योंकि ग्लोबल संकेत मिलेजुले हैं. बाजार की हलचल में नतीजों और खबरों वाले शेयर फोकस में रहने वाले हैं. इसमें Shriram Finance, Karnataka bank, Aavas Financiers, Home first finance, Railtel, Max India, Venus Pipes, Sun Pharma, Vodafone, Dixon Tech, Colgate के शेयर फोकस में रहेंगे. 

COMMERCIAL BREAK
SCROLL TO CONTINUE READING

1.Colgate

Good operational performance, but volume growth has been flat 

Margins at 32.9% vs 29.4% (Est Rs.31.9%) 

Volume growth flat vs 3-4% growth 

Brokerage raise targets

JP Morgan on Colgate-Palmolive India (CMP: 2034) 

Maintain Neutral, Target raised to 2135 from 2040  

Jefferies on Colgate-Palmolive India (CMP: 2034) 

Maintain Buy, Target raised tom 2320 from 2180 

2.Dixon Tech

Results better than estimates

Strong operational performance

Margins at 4% vs 3.7% (Est 4%) 

Profit Up 47% to Rs 113 cr

Revenues Up 28%

Brokerage raise targets

Jefferies on Dixon Technologies India (CMP : 5341) 

Maintain Hold, Target raised to 5330 from 5050 

3.Vodafone

Mix results

Operational performance stable but losses increased, ARPU's increase

Margin  40.0% VS   39.0%

Loss Rs 8738 CR VS loss Rs 7840 

ARPU 142 VS 139

Citi on Vodafone Idea (CMP: 10.75)

Maintain Neutral, Target raised to 10.75 from 8.05

4.Sun Pharma

Taro delivers good results

Margin 12.4% Vs 0.15% 

Revenues Up 13.6% to Rs $14.8 cr

Profit $0.85 cr v/s loss of $0.28 cr

5.Venus Pipes

Strong results on all parameters

Highest-ever quarterly revenue

Revenues Up 51.3% to Rs 191 cr

Profit  Up 94.2% to Rs 20.2 cr

Margins 18.1%  v/s 12.3%

6.Max India 

Weak results, Loss widens

Loss of 5 Cr VS loss of 1.8 Cr 

EBITDA Loss of Rs 4.5 Cr VS profit of Rs 2.6 Cr 

Revenues down 15%

7.Railtel

Traders favorite stock, delivers weak operational results

Margin 19.1% Vs 23.3% 

Profit Up 23.6% to Rs 68 cr

Revenues Up 39.6% to Rs 599 cr

 

8.Two Housing finance NBFC's posting their results

Home first finance ~ Good growth, but NIM weak and NPA increases 

NII Up 27.2%

Profit Up 37%

NIM 6% v/s 6.1%

GNPA 1.7% v/s 1.6%

Disbursement Up 36.6%

Aavas Financiers ~ Good growth but NPA Increases

NII Up 18%

Profit Up 14%

GNPA 1.04% Vs 1.00%

9.Karnataka bank

कर्नाटक बैंक ~800 Cr वैल्यू के शेयर अलॉट करेगी 

प्रेफरेंशियल बेसिस पर शेयरों का अलॉटमेंट करेगी 

3.34 Cr शेयर ~239.52/Sh के भाव अलॉट करेगी 

CMP is Rs 223 

10.Shriram Finance

सितंबर तिमाही में दमदार प्रदर्शन

मजबूत ऑपरेशनल परफॉर्मेंस

Jefferies on Shriram Finance (CMP: 1798) 

Maintain Buy, Target raised to 2300 from 2200 

HSBC on Shriram Finance (CMP: 1798) 

Maintain Buy, Target raised to 2300 from 2260