저자: 미상 · 외국인
요약 보기
결론: 인도 증시는 큰 등락 없이 보합 마감했으며, 장중 하락 후 회복했다. [시장 동향] 닛프티 50은 약보합 마감, 장 초반 약 19,250 부근까지 밀렸다가 180포인트 이상 회복했다. 라일라이언스·인포시스 등이 지수를 떠받쳤고, 금속 지수는 2% 이상 하락했다. 중국 성장 둔화 우려가 글로벌 금속 수요 우려로 이어졌다. [개별 종목] 마이크로 오가닉스는 1분기 순손실로 6% 이상 하락했다. 페놀릭스 케이블은 실적 상회에도 약 7% 하락했다. 아스트라제네카 인디아는 이익 급증으로 27개월 고점을 기록했다. 스파이스젯은 흑자 전환 후 6% 이상 상승했다. ONGC는 이익 두 배 증가로 52주 고점 부근에서 거래됐다. [거시 지표] 7월 소비자물가지수(CPI)는 6월 4.8%에서 6.5%로 상승이 예상되며, 식품 가격이 주원인으로 지목됐다. 외국인 기관투자자는 지난 금요일 약 3,000억 루피를 순매도했다. [라케시 준준왈라 추모] 2022년 8월 14일 별세한 인도 대표 투자자 준준왈라를 회고했다. 1989년 당시 인도의 성장 잠재력과 복리 효과의 포물선적 성장을 강조했다. [기업 실적 및 전망] 라벤(Raven) 분기 순이익은 13배 증가했으나 마진은 크게 축소됐다. 경영진은 수요 둔화를 큰 우려로 보지 않는다고 밝혔다. 골드 파이낸스 기업은 순이익이 증가했으나 순이자마진이 하락했다. 금 대출은 10~15% 성장 가이던스를 유지했다. GRSE(가든리치 조선)는 매출이 30%, 세후이익이 54% 증가했으며, 수주잔고 약 2.4조 원 규모를 2027회계연도까지 소화할 예정이다. [도매물가] 7월 도매물가(WPI)는 4개월 연속 하락했다. 연료·전력 가격 하락이 원인이며, 채소·토마토·양파 가격은 상승했다. 식용유는 22.6% 하락했다.
다듬은 글
some business news in Indian Equity benchmarks have ended flat after extending losses earlier in the session Financial stocks remained Under Pressure while tech stocks supported gains remember markets will remain shut on Tuesday or account of Independence Day my colleague Alex Matthew joins us with the very latest Market action a considerable amount of chop and churn in the Indian Equity markets at the start of the trading week but what a recovery from the low point of the day we started gap down and we hit a low of about 19 250 or thereabouts but We've Ended more or less unchanged so it's a recovery of over 180 points from the low point of the day you have more losers than gainers on the nifty 50 and quite a bit of the support came from the likes of Reliance Industries which gained over one percent and also Infosys the entire ID pack stood out as the best performers today you also had quite a few fmcg names that gained ground and you had the media pack as a whole that also gained among the losers the one that stood out was the metal index which lost over two percent there are considerable concerns now that China is facing a Slowdown in growth among other problems including in their real estate space which could affect demand globally for Metals now a few other names that I would like to point out make money Organics drop to over six percent in trade on account of a net loss that it posted in the first quarter phenolics cables dropped about seven percent despite a beat on earnings AstraZeneca on the other side of the picture gained and hit a 27 month high as its profit surged you had SpiceJet which returned to the black and gained over six percent in trade and you had omgc which also hit a 52-week high gained only about 0.2 percent but that's on the back of a doubling of its profit in the first quarter going ahead of course queues will be sought from the global markets which were subdued understandably at the start of trade today but they recovered ground and also domestically the Consumer Price Index data on the inflation data that will come out later this evening it's expected to spike to 6.5 percent in July from 4.8 in June and this is largely on account of food prices so that's something that will be watched also the fir number for an Institutional Investor sold over 3000 crore rupees on a net basis in the Indian Equity markets on Friday we'll have to look at how that number panned out in trade today one of the most successful investors in India the big bowl of the Lal Street Rakesh jhunjunwala left the world on the 14th of August 2022 at the age of 62.
Mr junjunwala was the epitome of the Eternal bull Ramesh Damani and utpal shait remember Rakesh junjunwala fondly do listening despite all the many mistakes I've made and uh whatever I I wish to my if I was my younger self he asked me what quality that you wish you had when you were younger than you know okay I wish I had more courage and conviction I think is the amount of courage and conviction that he bought you talk about Mega Trends in 1989 he was telling me that India's time has come that India will be you know not the third world country but the third largest economy in the world there's a tax return 90 to go down to 30 percent that trading systems were devolved he was very clear very clear even the 89 90s that this was the huge mega Trend and because we believe the opportunity was there in India everybody knows and and talks about the power of compounding but when you plot that power of compounding you will see that that curve is a parabolic curve okay so to be in the game at the time that that parabolic effect comes is so crucial right so it is important to know whether or not the parabolic effect is behind you or ahead of you right and that comes from your perception of that terminal value would have bought at 32 rupees he may have thought that the terminal value is x in his mind it was not of precise number it was a directional number but as his conviction as rameshi put it as his conviction as is inside kept on increasing that terminal value kept on moving higher much faster than the pace at which the price kept on moving higher right so at all points of time he knew that the parabolic effect is ahead of me Raven's first quarterly net profit grew 13 times to over a thousand crore rupees but margins contracted substantially the group Chief Financial Officer Amit Agarwal says the subdued demand is not a major concern so what did affect their margins listen in this was a subdued Demand right from the January February in this year because last year there was a very strong demand comparatively we have seen a subdue demand there are few seasonal reasons one completely there was some intermittent train in the month of March which gave an impact to the Pharma Community then you had a very excessive heat and then in the north early July you had seen a bit July you had seen some very strong rains which did not bring the customers to the shops the second thing what also happened was portal that has also impacted but in spite of that if I look at it we have done fairly well especially on the Branded apparel side we have delivered more than 16 Revenue growth and also expanded our ebitda margin similarly on the Branded textile you see the Fabrics that reflects very clearly that with a white reach which the company has and the product range which the company has has been able to demonstrate also a growth in that business finance took a knock in trade today falling more than five percent intradays this after the company reported a mixed Jude quarter earnings while the gold Finance company's net profit Rose the net interest margin fell BQ Prime spoke to MD George Alexander mutooth and he is confident of significant strides in the gold loan segment listening as far as the goal loan business is concerned we had earlier in the last few quarters we have given a guidance of 10 to 15 percent growth in the AEM of gold so we stand by it and I'm sure seeing at the last quarter of the Q4 of last year and q1 of this year we should be able to uh definitely achieve the 10 to 15 percent or probably more I don't want to change any Outlook now but definitely that out the guidance which we gave we are definitely able to grow so today the non-old loan portfolio is about was about 11 percent now it is about 12 percent so going forward in the next three four years our known gold loan portfolio like this Housing Finance the microfinance maybe the vehicle Finance Etc uh should come up to about but then going forward in the next few years we should see it growing Garden Ridge shipbuilders net profit and operating profit jumped in the June quarter moreover revenue and margins also saw an uptick BQ Prime spoke to PR Hari of grse garden reach about the road ahead for the company our q1 results have been very very encouraging and actually it's the best in the history of the company with our revenue from operations moving up by 30 percent year-on-year and also the profit of trust tax by 54 percent now coming to the order book position we stand at a healthy uh 24 to 546 crores has some Thirty thirteenth June 2023.
and this order book we expect to complete by fy27 this order book comprises of four projects for the Indian Navy consisting of 19 warships 3p 17 Alpha Advanced frigates eight anti-submarine shallow water crops and four survey versions large of this the survey vessel delivery of the survey vessels will start from the current Financial year the first ship is already being ready for trials and we expect to sail the support for contractor seat trials in the coming week so that is the level of project maturity that we have achieved and two of these ships we expect to deliver during The Current financial year and two more on the next year wholesale prices have contracted for the fourth straight month in July on the back of a decline in fuel and power prices however wholesale prices in the food basket have risen by ballooning prices of vegetables including tomatoes and onions because of supply-side challenges the wholesale price index for manufactured products or decline of 2.51 the July WPI for edible oils declined 22.6 percent we take a short break come back
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