TTA

@TTA

people_outline453 followers
date_rangeJoined May 2019
Institutional Research Experience & SEBI REGISTERED.
... Read more



Listing of Sterling and Wilson Solar Ltd on 20th August 2019
Symbol SWSOLAR
Series Equity “B”
BSE Code 542760
ISIN INE00M201021
Face Value Rs 1/-
Issue Price for the current public issue Rs. 780/- per share
Like
reply
Reply
share
Share

MGL - 317614

Like
reply
Reply
share
Share

MGL - 317604
BLOCK DEAL HAPPENED AT 780
Like
reply
Reply (1)
share
Share

LT - 317579

Like
reply
Reply
share
Share

NTPC - 317578

Like
reply
Reply
share
Share

RELIANCE - 317577

Like
reply
Reply
share
Share

Jefferies on MGL
While stock could decline today, we think this could be a good opportunity to accumulate given attractive val at 12x FY20E P/E in context of 6% FCF yield & 10% FY19-22E earnings CAGR driven by margin expansion
Maintain Buy, TP Rs 1030
Like
reply
Reply
share
Share

Citi On NBFCs
AUM Growth Slowed Further Due To Liquidity Constraints/ End-market Softness
Asset Quality Issues Emerged In Pockets, Especially In Real Estate Loans
Funding/NIM Remained Constrained For Mid/Small Size NBFCs
Preferred Pick-HDFC & Shriram Transport
Like
reply
Reply
share
Share

Nomura On VA Tech
Buy, TP Rs 445 vs Rs 520
Cut FY20/21 EPS Est By 23%/22% To Factor Slower Execution
Recovery Of Stuck Debtors By FY21 A Key Trigger
Resumption In Namami Gange Ordering Post Elections +ve
Order Inflow Guidance Of Rs 5000-5400 Cr For FY20 Should Be Met
Like
reply
Reply
share
Share

CLSA On NTPC
Maintain Buy, TP Rs 165
Co Guides For 15% CAGR In Regulated Equity Over FY19-22
Co Says Most One-offs That Hurt Q1 Shall Not Repeat In H2
Company Also Remains On Track To Improve ESG
FY20 EPS Estimates Cut By 4% To Factor In Weak Q1
Antique on NTPC
Believe re-rati...
Read more...
Like
reply
Reply
share
Share

News and Impact
Expect market to open on a flat note on account of global cues. US Dow gained 1% after the Trump administration signaled progress on trade negotiations and U.S. Commerce Secretary Wilbur Ross said the nation will delay restrictions imposed on some business operati...
Read more...
Like
reply
Reply
share
Share

🇮🇳 *India Daybook*
🔹 *Stocks in News*
Nestle MD: Positive about growth; despite the slowdown. Company launched cocoa-malt beverage - MILO in India (Positive)
LT Foods: With an intent to consolidate its international business, company has approved transfer of investments in LT...
Read more...
Like
reply
Reply
share
Share

Market Mantra
US indices rally on Monday as globally quantitative easing is set to make a comeback with Germany kick starting the call after growth slips. US President calls for 100 basis point rate cuts and easing to reinvigorate growth. Bond yields trade near 1.59% as US$ sees ...
Read more...
Like
reply
Reply
share
Share

Ashutosh Raghuvanshi new CEO at Fortis (Former Narayana Hrudalaya old timer for 2 decades) has shared his turnaround plan including selling away non-core assets & bringing cost efficiencies & fresh cash infusion.
Like
reply
Reply
share
Share
DHFL parent WGC sells its loan distribution biz to Metdist Group
Sale of Andromeda is part of WGC’s attempts to raise capital to meet debt obligations at DHFL.For Metdist, the acquisition of Andromeda will help grow its financial services business in India
https://www.livemint.com

*DHFL parent WGC sells its loan distribution biz to Metdist Group*
• Sale of Andromeda is part of WGC’s attempts to raise capital to meet debt obligations at DHFL
• For Metdist, the acquisition of Andromeda will help grow its financial services business in India
https://www.livem...
Read more...
Like
reply
Reply
share
Share

CS on RIL
Upgrade to Neutral from Underperform, Target 1210 from 1028
Factor in stronger balance sheet with debt reduction of $22 bn till FY21
Factor in low capex intensity guidance and higher Jio valuation
RIL's EBITDA guidance implies Jio reaching $9 bn-10 bn EBITDA by FY24
Like
reply
Reply
share
Share

Nestle
Launched its cocoa-malt beverage Milo manufactured in Singapore and tailored for Indian consumer
Nestle withdrew Milo from India several years back as it did not meet action standards
Investec: Nestle's launch of Milo negative for Zydus Wellness (Cadila Health) and HUL
Like
reply
Reply
share
Share

Economic Times
Business Standard
Ø Indian Oil Corporation to invest Rs 25,000 cr in green energy
Ø Agri, rural labour CPI base year to be revised
Ø Sebi brings in stricter norms on disclosure lapses
Ø FM says corporate tax for companies to be cut gradually
Ø SC gives DoT a b...
Read more...
Like
reply
Reply
share
Share

Big block deal tomorrow Morning
British Gas to sell remaining 10% stake in MGL
Book launched
Floor price Rs 733/sh
Disc upto 6.9% to CMP
This was the biggest hang over on stock
1
reply
Reply
share
Share

1 - Jet Airways closed because of there own management default not because of economy slowdown. as all the flights of jet airways fly with full occupancy and excellent time slot on each airports. ( I were a premium category member of jet and I fly more than 150 flights every year...
Read more...
Like
reply
Reply
share
Share