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TTA

@TTA
Joined May 2019
Institutional Research Experience & SEBI REGISTERED.
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Recent posts by TTA

*SEBI Meeting Concludes*.
1) Disclosure by listed entities of defaults on payments of interest or repayment in principal listed entities in 30 days.
2) SEBI revamps the rights issue process. The right issue timing trimmed at 31 days from 58 days.
3) Net worth requirement of portf...
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Sebi hikes PMS investment size to Rs 50 lakh, tightens default disclosure norms
Base net worth of portfolio managers has also been raised to Rs 5 crore from Rs 2 crore.
The Economic Times
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Piramal Enterprises extends advance after debt contract waiver, Piramal said to plan paying $208mn to Stanchart as early as December
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News and Impact
Expect market to open on flat note on account weak opening in the Asian markets. Asian stocks traded lower in the morning as U.S. President Donald Trump threatened to raise tariffs on Chinese goods if the two economic powerhouses do not strike a deal. Both Hong Ko...
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ET NOW BROKERAGE RADAR
MORGAN STANLEY ON YES BANK: ET NOW
Yes Bank disclosed divergence details of its asset classification
Bank has reported a divergence of `3300cr (1.3%) in GNPA
As per RBI assessment, GNPLs were `11200cr (4.5% of loans).
This 42% higher than the `7900cr GNPAs ...
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🇮🇳 India Daybook
🔹 Stocks in News
Wipro & University Of Oulu, Finland, sign MoU to collaborate on 5G/6G technologies (Positive)
NBCC bags order worth Rs 500 crore for the Development of the National Museum of Natural History at New Delhi. (Positive)
Reliance Jio says the co wi...
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CS On Cement
Sector Dynamics Remain Weak On Volume/Prices; Retain Cautious View
Build Nil Demand Growth In FY20 & Retain Cautious Stance
Expect Incremental Underperformance Due To Continued Weak Demand
Reiterate Underperform On UltraTech & Neutral On ACC/Ambuja
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CS On IndiGo
Maintain Outperform, TP Rs 1900
Yields At Risk Of Being Lower YoY In Q3FY20
Co Has Several Structural Long-term Positives
Co Faces Challenge Of Complying With Engine Change/Retrofit Order Of DGCA
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CS On Reliance Ind
Neutral, TP Raised To Rs 1400 From Rs 1210
Jio's Tariff Increase Could Bring Annual Cash Flow Of $1.5 Bn+
Cash Flow Of $1.5 Bn Will Help Co Achieve Zero Net Debt Tgt By FY21
Raise FY20/21/22 EPS Ests By 15%/12%/20%
Increase EV FOR JIO TO $67Bn
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Under ownership in Telecom within Institutions
Bharti Airtel
MFs– 8%
FIIs-37%
Reliance Ind
MFs–5%
FIIs–23%
VODA Idea
MFs– 6%
FIIs– 14.6%
Now that All 3 prvt operators have signaled intention to increase tariffs, there could be scramble for exposure?
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MS on Yes Bank
Reported a divergence of Rs33bn (1.3% of loans)
in GNPAs, of which Rs20bn is not recognised as NPA so far
Expect slippages to remain high
Maintain UW, TP Rs 40 given lack of strong visibility into quick turnaround in asset quality
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1574173816585.pdf
484 KB
Compulsory margin collection in cash market from jan 01 , 2020 . Reporting similar to Derivatives market and penaltyfor shortfall
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*Key takeaways from CSB Bank catholic ipo meet*
*View- honestly the sort of turnaround that the bank has achieved in past 18 months is nothing short of phenomenal. Profitability of the bank should see massive improvement in next 2 years driven by higher loan growth, better book ...
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Muthoot Finance-2QFY20 Result Update-14 November 2019.pdf
517 KB
Muthoot Finance
Reuters: MUTT.BO; Bloomberg: MUTH IN
Growth constrained by funding; H2FY20 to be better
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BoB-2QFY20 Result Update-11 November 2019.pdf
548 KB
Bank of Baroda
Reuters: BOB.BO; Bloomberg: BOB IN
Integration process steady and on track
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Repco Home-2QFY20 Result Update- 15 November 2019.pdf
481 KB
Repco Home Finance
Reuters: RHFL.NS; Bloomberg: REPCO IN
Lower growth due to lack of demand and competition from banks
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Eicher-2QFY20 Result Update-11 November 2019.pdf
637 KB
Eicher Motors
Studio strategy to lead revival
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Mahindra Mahindra-2QFY20 Result Update-11 November 2019.pdf
692 KB
Mahindra & Mahindra
Auto demand uncertainty remains, tractor demand to be better in 2H
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Ashok Leyland-2QFY20 Result Update-13 November 2019.pdf
634 KB
Ashok Leyland
Ticking the right boxes to tackle slowdown
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Aurobindo Pharma-2QFY20 Result Update-13 November 2019.pdf
507 KB
Aurobindo Pharma
Earnings performance sustain despite compliance woes
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