| Name | Country | Sales (US $mil) | Net Income (US $mil) | Market Values ($US mil) | |
|---|---|---|---|---|---|
 | Byke Hospitality | INDIA | 35 | 4 | 97 |
 | Caplin Point Laboratories | INDIA | 39 | 7 | 237 |
 | Cupid Limited | INDIA | 9 | 2 | 47 |
 | G.M. Breweries | INDIA | 55 | 9 | 113 |
 | NGL Fine-Chem | INDIA | 15 | 2 | 22 |
 | Stovec Industries | INDIA | 25 | 3 | 67 |
 | Suyog Telematics | INDIA | 7 | 2 | 42 |
Saturday, November 19, 2016
2016 : Indian companies under Asia 200 best under billion
How demonetisation impacts various sectors
Banking
The brokerage house says demonetisation will lead to a 5 percent pickup in deposit growth (9-10 percent in near term) and CASA ratios expanding 200 bps over 12 months; lower yields enhancing bond gains; a growth slowdown, mainly in retail, with the impact on private banks neutralising deposit gains; and a slight, transient NPL pick-up. More near-term benefits are likely for public sector banks and neutral for private banks. Deutsche raised earnings estimates by 7-21 percent for PSBs (FY18), with marginal changes for private banks and also raised target prices for PSBs. Top picks are
SBI
HDFC Bank
Yes Bank
IndusInd Bank
Oil & gas
The demonetization of high denomination currency should only have a marginal impact on the Indian oil & gas sector, the brokerage house says. It sees a marginally adverse medium-term impact on sales of petroleum products. It reiterated its preference for refiners (HPCL
BPCL
IOC ) in the oil sector and
Petronet LNG among the gas utilities.
Metal & mining
Deutsche expects adverse impact on property investment, automobile, and white goods demand in the near term, which will likely affect 2HFY17 earnings, especially for steel. The earnings impact for non-ferrous should be moderate, as pricing is LME linked and exposure to these segments is low, it says. It cut FY17 earnings for India steel by 12-152 percent, cut target prices by 1-24 percent, and reiterated preference for non-ferrous.Pharma
The brokerage house believes sentiment will remain positive for companies that have lower exposure to Indian sales. It says relaxed norms for retail would limit the impact and expects Indian sales growth to normalise by Q4FY17.Utilities & industrials
Demonetisation is unlikely to have any direct impact on the power utilities and industrials sectors.NBFCs
For NBFCs (ex-housing finance companies - HFCs), the near-term impact of demonetisation will be on collections, as a significant component of the same happens in cash, the brokerage house says, adding a lack of cash in the economy is also likely to affect near term loan demand. For the HFCs, collection is all via non-cash channels, but a likely property price correction, on lower unaccounted cash, could affect loan demand for the HFCs. Hence, Deutsche lowered FY17 earnings by 4-11 percent and target prices by 3-20 percent. However, as a consequence of this scheme, system liquidity will rise, and inflation and interest rates will fall, which should lead to lower borrowing costs for the NBFCs in FY18, it says. Top picks areShriram Transport Finance
HDFC .
source - http://www.moneycontrol.com/news/business/check-out-how-demonetisation-impacts-various-sectors_7990101.html
Thursday, October 20, 2016
Oct 2016
COSYN Ltd | 538922 | 115.35 | +19.20 (19.97%) | 10.00 | 1,000.00 | 1,153.50 | +153.50 | +15.35% | +192.00 | 15.35% | |
| AMULYA LEASING &... | 531761 | 316.80 | +34.95 (12.40%) | 7.00 | 1,242.00 | 2,171.05 | +929.05 | +74.80% | +244.65 | 74.80% | |
| Omax Autos Limited | 520021 | 99.65 | +8.10 (8.85%) | 1.00 | 72.00 | 98.80 | +26.80 | +37.22% | +8.10 | 37.22% | |
| MAKERS LABORATORIES LTD. | 506919 | 80.30 | +6.05 (8.15%) | 1.00 | 107.00 | 79.20 | -27.80 | -25.98% | +6.05 | -25.98% | |
| Conart Engineers Ltd | 522231 | 43.30 | +3.25 (8.11%) | 1.00 | 29.70 | 43.25 | +13.55 | +45.62% | +3.25 | 45.62% | |
| Adani Ports & Special... | ADANIPORTS | 285.20 | +13.60 (5.01%) | 1.00 | 150.00 | 285.20 | +135.20 | +90.13% | +13.60 | 90.13% | |
| Krebs Biochemicals And... | 524518 | 88.30 | +4.20 (4.99%) | 1.00 | 79.00 | 88.30 | +9.30 | +11.77% | +4.20 | 11.77% | |
| Morepen Laboratories... | MOREPENLAB | 24.20 | +1.10 (4.76%) | 1.00 | 37.00 | 24.20 | -12.80 | -34.59% | +1.10 | -34.59% | |
| IMP Powers Ltd | 517571 | 94.90 | +3.10 (3.38%) | 1.00 | 110.00 | 94.90 | -15.10 | -13.73% | +3.10 | -13.73% | |
| Jubilant FoodWorks Ltd | 533155 | 1,118.65 | +36.00 (3.33%) | 2.00 | 2,110.00 | 2,236.00 | +126.00 | +5.97% | +72.00 | 5.97% | |
| Subex Ltd. | SUBEX | 11.80 | +0.35 (3.06%) | 2.00 | 21.45 | 23.60 | +2.15 | +10.02% | +0.70 | 10.02% | |
| NCL Industries Limited | 502168 | 150.10 | +4.30 (2.95%) | 2.00 | 272.00 | 300.00 | +28.00 | +10.29% | +8.60 | 10.29% | |
| Butterfly Gandhimathi... | 517421 | 233.90 | +5.45 (2.39%) | 1.00 | 152.00 | 233.00 | +81.00 | +53.29% | +5.45 | 53.29% | |
| Pennar Engineered... | PENPEBS | 184.00 | +4.10 (2.28%) | 1.00 | 150.00 | 184.00 | +34.00 | +22.67% | +4.10 | 22.67% | |
| Tanla Solutions Limited | TANLA | 42.00 | +0.80 (1.94%) | 1.00 | 42.60 | 42.00 | -0.60 | -1.41% | +0.80 | -1.41% | |
| Aditya Birla Fashion... | ABFRL | 148.40 | +2.75 (1.89%) | 1.00 | 145.00 | 148.40 | +3.40 | +2.34% | +2.75 | 2.34% | |
| Exide Industries Ltd | 500086 | 199.05 | +3.25 (1.66%) | 1.00 | 158.00 | 198.50 | +40.50 | +25.63% | +3.25 | 25.63% | |
| Satin Creditcare... | SATIN | 597.00 | +9.70 (1.65%) | 1.00 | 450.00 | 597.00 | +147.00 | +32.67% | +9.70 | 32.67% | |
| Ashok Leyland Ltd | ASHOKLEY | 85.70 | +1.35 (1.60%) | 1.00 | 83.50 | 85.70 | +2.20 | +2.63% | +1.35 | 2.63% | |
| KSE Ltd | 519421 | 677.90 | +9.25 (1.38%) | 1.00 | 555.00 | 677.90 | +122.90 | +22.14% | +9.25 | 22.14% |
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