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RIL Q1FY20 Estimates

By S P Tulsian about 1 day ago
RIL
RIL will declare its Q1FY20 results this Friday. We estimate consolidated revenues at Rs. 1,48,610 crore and PAT of Rs. 9,835 crore, on estimated GRM of USD 8.20 per barrel.

INVESTMENT MANTRAS ON “VALUE” BUYING

By Ruma Dubey about 2 days ago
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In fact many brokerages and fund houses have raised red flags on equity valuations, especially given the poor expected earnings for Q1FY20. The BSE Sensex is today trading at a valuation of over 28 times its underlying earnings in the trailing 12 months. If that does not give a resounding knock on valuations, what will?

“ONE NATION” – GATHERING A LOT OF “POWER”

By Ruma Dubey about 3 days ago
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One Nation, One Card. One Nation, One Poll. One Nation, One Grid. And now the demand for One Nation, One electricity tariff. This “One Nation” mantra is really catching on….

CHINA SLOWS DOWN – WHERE IS INDIA’S GROWTH IMPETUS?

By Ruma Dubey about 4 days ago
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The stock market seems to be so lackluster. It does not know which way to move as there is no real compass to follow now. Earnings are more stock specific but for the market as a whole, there aren’t any major triggers in the offing. The global moods will more or less dictate the moods as on the domestic front, we will now wait for August to come

GROWTH SLOWS, INFLATION PICKS UP PACE

By Ruma Dubey about 7 days ago
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IIP for May came in lower at 3.1% v/s 3.4% (MoM) and CPI was at 3.18% for June v/s 3.05% (MoM) and this was obviously led by increase in prices of food and vegetables/fruits. Growth for May is a disappointment but then looking at the high frequency data for the past few months, this does not come as a surprise at all

ELECTION FUNDING – THE MONEY SAYS IT ALL!

By Ruma Dubey about 8 days ago
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Just as we vote for a political party expecting an improvement in quality of life, companies also contribute, knowing fully well that leaders need to be kept humoured or else their various projects, sanctions might never come in. This is a tacit understanding between the party and company – you scratch my back, I scratch yours.

ZERO BUDGET FARMING – FEEDING CAKE WHEN THERE IS NO BREAD

By Ruma Dubey about 10 days ago
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At a time when farmers have turned to using GM crops, especially Bt Birnjal and Bt Cotton despite banned, speaks volumes about the desperation of the farmers. These chemically modified seeds give higher yields and thus more money; that’s all the farmer wants right now as the natural method does not seem to be working.

Q1FY20 - BETTER OFF HAVING NO EXPECTATIONS

By Ruma Dubey about 11 days ago
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Expectations are as such muted but the hope is there are no major disappointments. For the market, the Budget is over and done with and there seems to be no real big trigger in the offing. That’s how Dalal Street is viewing the Q1FY20 earnings season and the huge crash which we are seeing today is a case of huge misplaced disappointment.

BUDGET FY20 – VERY BIG ON RHETORIC

By Ruma Dubey & Geetanjali Kedia about 14 days ago
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For the first Budget ever by a full time woman Finance Minister, Nirmala Sitharaman was pretty passionate with her speech. She also displayed her linguistic abilities, quoting in Sanskrit, Tamil, Urdu and Hindi and maybe a few words of Gujarati. She was so emphatic and “into it,” the speech, punctuated with constant repeats, was an interesting watch.

ECONOMIC SURVEY FY20 – PERFECT IN AN IDEAL WORLD

By Ruma Dubey about 15 days ago
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The Economic Survey was tabled in the Parliament today and its key themes all rung the right notes. It said all that we wanted to hear – employment, agriculture growth, water conservation, investments, exports. It says all the right things but what does it mean to you and me apart from a “feel good” factor? Realistically speaking, not much.

BUDGET FY20 – BIGGEST TASK OF REVIVING CONFIDENCE

By Ruma Dubey about 16 days ago
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And that’s the task of Nirmala Sitharaman – instilling a sense of hope, dispelling caution, restore consumer confidence and get people to loosen their purse strings and spend. The Budget needs to make people feel happy enough to kick start the sagging economy.

REAL ESTATE – NEEDS A MIRACLE! OR A BUDGET WOULD DO?

By Ruma Dubey about 17 days ago
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No one seems to be buying property today as such horror stories have become commonplace. And under construction projects are shunned like plague. Only projects which have an OC and ready to move in are doing relatively better. Over 12.76 lakh houses are lying unsold in India's top 30 cities, a rise of 8% (YoY).

RBI STRESS TEST – SLOWLY BUT SURELY GETTING OUT OF THE WOODS

By Ruma Dubey about 21 days ago
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Today morning, the gainers list on the BSE was dominated by banking stocks, mainly the PSU banking stocks. The BSE PSU index is up, lit a bright green because it is banking stocks which have pushed this entire index into the positive, with Corp Bank, Union Bank, Central Bank, United Bank, IOB, Bank of India and et al leading.

THE G20 SUMMIT - WILL BE CLOSELY WATCHED

By Ruma Dubey about 22 days ago
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With the morning newspapers around the world carrying the tragic picture of the drowned father and less than two-year old daughter, it would be too hard to shake this image off when Trump talks about "sustainable development."

PSU’s – NURTURING SPOILT BRATS!

By Ruma Dubey about 23 days ago
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If the PSUs want to compete with the private sector, why not a level playing field? Why this “teacher’s pet” attitude? The Govt stating that it will be putting more good money to chase bad money in BSNL and MTNL is truly frustrating. Why does the Govt need a presence in these companies?

WILFUL DEFAULTERS – MAKE IT A CRIMINAL OFFENCE

By Ruma Dubey about 24 days ago
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Yesterday in the Lok Sabha, responding to a set of questions, Finance Minister Sitharaman, she said that the number of wilful defaulters has risen 60% the five years up to FY19. The total number of wilful defaulters stood at 8,582 at the end of FY19 v/s 5,349 at the end of FY15.

ELECTRIC VEHICLES – HOW TO CHARGE YOUR PORTFOLIO?

By Ruma Dubey about 25 days ago
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The writing on the wall is very clear – the future is electric. We are all at the cusp of a major shift in the Indian auto industry. Change in the auto sector cannot happen overnight and what we are seeing today are the steps which would be taken over the next few years to go electric.

WATER – WILL BE WORTH MORE THAN OIL OR EVEN GOLD!

By Ruma Dubey about 28 days ago
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It is scary because this situation is right at your doorstep and for your children in the future, it might as well be a perennial scarcity. And you watch these politicians on TV, it looks like this water scarcity and their lives are on two different planets. There is not a single politician today who has spoken in his campaign about water scarcity and how we plan to deal with it.

US FED – RATES UNCHANGED, SIGNALLING CUT AHEAD

By Ruma Dubey about 30 days ago
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No one expected Powell to bend down to the pressure tonight and as widely expected, he held the rates steady while signaling that the rate cut might come in sooner than later. In the March FOMC meet, the Fed had made it very clear that there would be no change in the rates this year but maybe a 25 bps hike in 2020.

HDFC AMC – A SUBJECT OF MARKET RISKS

By Ruma Dubey about 1 month ago
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There is a such a big hue and cry today about HDFC AMC doing what could be termed as the best solution in the given circumstances. Instead of leaving its investors in a lurch, it has decided to step up and the market is punishing the AMC for this.