Banks, OMCs Drag PSU Index 14% In CY18; Analysts Advise Caution
commodities (core companies) slowed to -1%/-6% (15%/14% growth in ... 10Y avg. of 40%) renders us cautious on the market over the ensuing six ... maximum in OMCs, auto export , corporate banks and telecom, while ... dragged margin, PI maintained its FY19 EBITDA margin guidance of 21% (H2FY19E:.. ICICI Securities Retail Equity Research. Earnings Wrap. February 20, 2020. Muted growth trend continues, banking space an outlier. Q3FY20.. 2284: Taking Stock: A sharp rise in coronavirus cases drag market; Sensex sees a 946 ... In the February 14 episode of In The News podcast, host Anvita Bansal give an ... The telecom counter buzzed with activity, followed by banks and PSU stocks ... This is a sign of caution for the medium term since the index has started.. About Us The Equitymaster Way. Banks, OMCs drag PSU index 14% in CY18; analysts advise caution. Nikkei Nov 27 Identifying small-cap stocks is more of a.... 14. Market Scenario. 15. NIFTY 5th worst preforming Index on ... Although Govt is taking aggressive measures like 1) PSU banks ... returns in CY18 with Rs342bn outflow and 1.3% returns so far with ... Bajaj Auto: Cautious demand outlook with sustenance of retails post festive is ... Negative surprise: OMCs.. Investors are advised to refer to important disclosures made at the end of this report. ... With no refuge from volatility, the Indian benchmark indices ended flat (-0.4% MoM) for ... 300-320bp for the MOFSL and Nifty Universe, dragged by OMCs. ... Zee Ent (+23%), Yes Bank (+19%), Tech Mahindra (+14%), Bajaj Auto (+13%).... Banks, OMCs drag PSU index 14% in CY18; analysts advise caution. June 6 2018. Written by Poonam Parekh and from Overblog. Photo: Shutterstock.com.. ... growing a loyal listener base that would often call in for advice. ... Banks, OMCs drag PSU index 14% in CY18; analysts advise caution Next.... After Sebi tightens norms, shadow banks' shares in loan against shares jump, BUSINESS ... NBFC commercial papers find few takers, PSUs and pvt firms gain in 2019 ... India's Best Trading Debut in Two Years, YAHOO FINANCE, 14-OCT-19 ... Companies conduct analyst meets at the rate of two a day as markets soar.... We advise caution as we believe that the ongoing ... Index and two actively managed funds in the last 24 years. ... dragged the aggregate profit ... February 14, 2013 Reduced allocation to Gold by 25% and increased to Dynamic Bond ... majorly attributed to PSU banks, OMCs and automobile companies.. Sindh govt pats itself on back over Karachi's improved world crime index ranking February 8, ... We have a Market-weight stance on Pakistan OMCs after multiple positives. ... Exercising caution! ... Drag Race: E&P and Banks Save the Day! ... AICL CY18 Result Review: Possible impairment on equities resulted in 4Q loss.. Shares of public sector undertakings (PSUs) have underperformed thus far in the calendar year 2018 (CY18). ... Over 40 stocks in the S&P BSE PSU index are down over 10 per cent so far in CY18. BEML, IFCI, Power Finance Corporation, Bharat electronics, Engineers India, Rural .... The merger of PSU banks will reduce the number of state-owned banks ... its state banks will slow their loan growth, and many brokers advise buying ... Futures contracts on India's Nifty 50 Index dropped 1% in Singapore on.... Markets factoring in NDA victory: We had cautious view on markets on ... Prefer Private Banks, Consumer, Metals: We believe Nifty will have a strong ... from ~7% in FY14 to 20% in FY18, diversifying itself from a pure T&D EPC ... Source: Company, PL. Banks, IT & Metals drive growth, Auto & Pharma drag.. index and the S&P BSE Smallcap index also ended on a positive note with a ... oil marketing companies (OMCs), they may not see major impact. ... However, a granular analysis indicates that the ... 2.9% YoY in CY18, which though was up from 2.2% YoY in ... 14-Sep-13 Banking and PSU Fund ... Investors are advised.. We forecast a 2017 Brent price of USD58/bbl (+USD14/bbl y-y) ... Refining outlook Banking on a diesel turnaround . ... We are cautious ... OMCs have performed very well within the India oil & gas space in 2016 with YTD ... Stocks of upstream PSUs rallied in 2016 to date (ONGC up 15.2% and Oil India by.. and non-bank Public Sector Units (PSUs) are in buy zones. ... Our analysts estimate double-digit growth in capex ... Overall, capex outlook is a tad better than CY18. ... Steel capacity utilisation greater than 80%. Exhibit 5. mn tons. FY14 ... All-India CPI index ... This has resulted into the 3 OMCs announcing.. Investors are advised to refer to important disclosures made at the end of this report. ... 300-320bp for the MOFSL and Nifty Universe, dragged by OMCs. ... PSU Banks (-5%), Utilities (-3%), Consumer (-2%), Metals (-2%), Private Banks ... Index. Value. Mkt Cap. (USD T). Local. Currency. In USD. CY18 /.. Analyst Corner: 'Add' on AU Small Finance Bank; TP at Rs 1,330 ... Banking stocks dragged the benchmark indices down on Monday, after a ... Sectorally, Nifty Metal was the biggest loser followed by Nifty PSU Bank and Nifty Bank. ... In India, investors are turning cautious given selling pressure in global.... posted a 12% YoY PAT decline dragged by corporate banks. ... estimate revenue/EBITDA/PAT CAGR of 14%/22%/27%. ... Strong inventory gains in OMCs also helped Nifty profitability. ... MOSL (Ex PSU and Corporate Banks) EBITDA growth at 21% ... to Committee for Medicinal Products for Human Use (CHMP) in CY18.
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