tag:blogger.com,1999:blog-2498482646263011483Thu, 23 Feb 2012 10:05:21 +0000EnergyEconomyCementMarketsStockwatchTechnologyHotelInfrastructureConsumergoodsOilPharmaCapitalgoodsHousingAutoSoftwareSugarUncategorizedLogisticsBankingInformation TechnologyEducationPowerMediaFinanceEnlighteninghttp://stockmarketbliss.blogspot.com/noreply@blogger.com (Rajesh Narayanan)Blogger84125StockMarketBlisshttp://feedburner.google.comtag:blogger.com,1999:blog-2498482646263011483.post-1568978466429982956Mon, 19 Dec 2011 13:37:00 +00002011-12-19T05:37:31.879-08:00InfrastructurePost the acquisition of Areva T&D by a consortium of Alstom and Schenider Electric, the operations of Areva T&D india have been bifurcated into transmission business (to be retained by Alstom group) and distribution business (to be transferred to Schneider Electric). As part of the demerger scheme, the shareholder of Areva T&D will receive one share of the demerged company (to be named Smartgrid http://stockmarketbliss.blogspot.com/2011/12/areva-t-demerger.htmlnoreply@blogger.com (Rajesh Narayanan)0tag:blogger.com,1999:blog-2498482646263011483.post-2144146862512477351Mon, 07 Nov 2011 14:48:00 +00002011-11-07T06:48:32.799-08:00InfrastructureResult Update: Punj Lloyd. Revenues of Punj Lloyd for Q1FY12 reported a growth of 40% on consolidated basis as against same period last year. This was better than market expectation and led by improved execution. Operating margins witness an improvement on sequential and yearly basis and stayed at 7.4%.Company's profitability was impacted by increase in interest outgo which resulted in net loss http://stockmarketbliss.blogspot.com/2011/11/punj-lloyd.htmlnoreply@blogger.com (Rajesh Narayanan)0tag:blogger.com,1999:blog-2498482646263011483.post-640338855833192543Sat, 07 May 2011 04:07:00 +00002011-05-06T21:07:19.971-07:00InfrastructureBharat Electronics Ltd (BEL) Results update: BEL posted strong set of numbers for the fourth quarter as the company managed to post its targeted revenue numbers for the year. For the quarter, margin expansion was aided by higher revenue booking (42% of full year revenue vs 36% in Q4FY10), change in product mix and absence of provisions for pay revisions. Tax rate is lower possibly due to higherhttp://stockmarketbliss.blogspot.com/2011/05/bharat-electronics-ltd-bel.htmlnoreply@blogger.com (Rajesh Narayanan)0tag:blogger.com,1999:blog-2498482646263011483.post-4800782261273546680Tue, 18 Jan 2011 13:09:00 +00002011-01-18T05:09:00.388-08:00Information TechnologyResult Update: Infosys Technologies: Infosys' 3QFY11 results : Volume growth at 3.1% QoQ was below expectations. However, a 1.6% rise in average realizations were surprising. Margins came in line with market expectations.The guidance for a marginal growth in USD revenues in 4Q is predicated on the short term concerns about the global macro scene. Infosys management has likely taken a http://stockmarketbliss.blogspot.com/2011/01/infosys-technologies.htmlnoreply@blogger.com (Rajesh Narayanan)0tag:blogger.com,1999:blog-2498482646263011483.post-592471565958557229Sun, 12 Dec 2010 06:49:00 +00002010-12-11T22:49:35.713-08:00BankingPNB has corrected sharply since its Q2FY11 results due to spike in slippage and due to loan scam along with rise in concerns over microfinance & 2G/3G lending by the banks (especially PSU banks). It is better placed than its peers in rising interest rate environment with its strong liability franchise (CASA mix at ~41%) along with lower dependence on wholesale deposits. Reported NIM for H1FY11 http://stockmarketbliss.blogspot.com/2010/12/punjab-national-bank.htmlnoreply@blogger.com (Rajesh Narayanan)0tag:blogger.com,1999:blog-2498482646263011483.post-7442337988323804183Fri, 15 Oct 2010 14:50:00 +00002010-10-15T07:50:31.149-07:00BankingResult Update: Axis Bank. Axis bank reported strong growth in its net interest income (40.5%) buoyed by strong growth in its loan book (36.5% YoY; however, muted growth of 1.8% QoQ) along with 16 bps YoY improvement in margins. Its net profit grew 38.3% on back of robust growth in its core business and moderate growth in provisions & contingencies. Non-interest income declined marginally to Rshttp://stockmarketbliss.blogspot.com/2010/10/axis-bank.htmlnoreply@blogger.com (Rajesh Narayanan)0tag:blogger.com,1999:blog-2498482646263011483.post-5104649586929860583Sat, 04 Sep 2010 02:25:00 +00002010-09-03T19:25:32.730-07:00InfrastructureGati - results update: GATI reported its FY10 results which are below market estimates on the profitability front due to pressure on its shipping business and losses from cold chain business and international operations. Some of the key factors include: • Strong growth in express distribution and supply chain management business. • Looking to demerge coast-to-coast shipping business. • Set up http://stockmarketbliss.blogspot.com/2010/09/gati-results-update.htmlnoreply@blogger.com (Rajesh Narayanan)0tag:blogger.com,1999:blog-2498482646263011483.post-7931088809712113349Wed, 04 Aug 2010 01:58:00 +00002010-08-03T18:58:57.763-07:00CementResult Update: Grasim Industries. • Revenues of the company for Q1FY11 remained flattish on YoY basis, inline with market estimates. This was impacted by decline in cement realizations but compensated to some extent by improvement in VSF realizations as well as volume expansion in cement division on YoY basis. • Operating margins stood at 25.8% for Q1FY11 and Net profit declined by 47% for http://stockmarketbliss.blogspot.com/2010/08/grasim-industries-result-update.htmlnoreply@blogger.com (Rajesh Narayanan)2tag:blogger.com,1999:blog-2498482646263011483.post-5913973710742134258Sun, 06 Jun 2010 10:11:00 +00002010-06-06T03:13:18.952-07:00InfrastructureResult Update: Simplex Infrastructures.• Simplex Infra reported 10% and 5% de-growth for Q4FY10 and full year FY10 revenues respectively as against same period last year. This was lower than market estimates as well as management's guidance of achieving a flat growth in FY10. • Operating margins were better than our estimates and stood at 10.2% and 9.8% for Q4FY10 and FY10 respectively, led by http://stockmarketbliss.blogspot.com/2010/06/simplex-infrastructures.htmlnoreply@blogger.com (Rajesh Narayanan)0tag:blogger.com,1999:blog-2498482646263011483.post-3724415867106132058Sat, 30 Jan 2010 04:03:00 +00002010-01-29T20:10:55.607-08:00TechnologyInfosys Technologies - Results Update.Excellent quarter : revenue growth highest in the past nine quarters.Infosys’ 3QFY10 performance was significantly better than street expectations. Revenues grew 6.7% qoq to US$1,232 mn, highest in the past nine quarters. Consistent with market expectations, BFSI vertical revenue led revenue growth and up 10.3% qoq. Operating margin increased 90 bps qoq to http://stockmarketbliss.blogspot.com/2010/01/infosys-technologies.htmlnoreply@blogger.com (Rajesh Narayanan)0tag:blogger.com,1999:blog-2498482646263011483.post-6022078592337634111Sun, 29 Nov 2009 04:49:00 +00002009-11-28T20:55:53.891-08:00ConsumergoodsColgate-Palmolive (India) - Consumer Products.Competitive position can potentially deteriorate. Colgate’s cost competitiveness islikely under threat starting FY2011E as the company will see a reversal of trends in the past four years (FY2005-09) in lower excise rates—down 650 bps to 3.6% and lower income tax rates. 50% of Colgate’s output is in excise-exempt zones, this is 80% for HUL, providing http://stockmarketbliss.blogspot.com/2009/11/colgate-palmolive-india.htmlnoreply@blogger.com (Admin)0tag:blogger.com,1999:blog-2498482646263011483.post-5156875119891369044Thu, 15 Oct 2009 13:19:00 +00002009-10-15T06:21:50.317-07:00Information TechnologyResult Update: Infotech Enterprises• Infotech’s results for 2QFY10 were inline with expectations on the revenue line and operational front. Revenues grew 2.1% QoQ; EBITDA de-grew marginally QoQ as margins expectedly moderated 80bps QoQ. Business volumes were flattish QoQ; cross currency benefits impacted revenues positively by 2.1%, and contributed to all of the growth seen in the quarter.• http://stockmarketbliss.blogspot.com/2009/10/infotech-enterprises.htmlnoreply@blogger.com (Admin)0tag:blogger.com,1999:blog-2498482646263011483.post-6888230794933516673Thu, 16 Jul 2009 10:47:00 +00002009-07-16T03:50:55.670-07:00InfrastructureSimplex Infra -stock update.Strong growth in FY09: Simplex Infra witnessed a strong 68.6% YoY rise in its revenues to Rs47.4bn in FY09. Operating expenses increased by 69.1% YoY to Rs43bn driven mainly by consumption of materials (45.4% of net sales) & employee cost (31.6% of net sales). While operating profits surged 64.2% YoY led by the buoyant topline growth, OPM declined marginally by ~25bps http://stockmarketbliss.blogspot.com/2009/07/simplex-infra.htmlnoreply@blogger.com (Admin)2tag:blogger.com,1999:blog-2498482646263011483.post-342416840426845598Fri, 19 Jun 2009 01:46:00 +00002009-06-22T22:48:54.007-07:00CapitalgoodsEKC Everest Canto Cylinders -Q4 results.EKC has come out with good set of Q4 results.The demand for CNG cylinders in India is picking up due to increasing focus on reducing the environmental pollution and also due to the fact that even after reduction in global oil prices, CNG is still ~55% cheaper then petrol. The Supreme Court has also mandated the public transport system of the 28 cities to http://stockmarketbliss.blogspot.com/2009/06/ekc-everest-canto-cylinders-q4-results.htmlnoreply@blogger.com (admin)1tag:blogger.com,1999:blog-2498482646263011483.post-2978270713700014791Tue, 16 Jun 2009 01:33:00 +00002009-06-26T01:59:53.761-07:00TechnologyEducationNIIT Ltd - Results Update.NIIT Revenues rise by about 10% YoY . Revenues rose by 10% YoY and came in marginally below street stimates. The individual learning business (ILS) and corporate learning business (CLS) led the overall growth with 15% and 11% gains, respectively. However, on a QoQ basis, CLS revenues remained almost flat, despite the rupee depreciation. Schools business also grew by 17% http://stockmarketbliss.blogspot.com/2009/06/niit-ltd.htmlnoreply@blogger.com (admin)1tag:blogger.com,1999:blog-2498482646263011483.post-8621973970752513353Sun, 14 Jun 2009 01:20:00 +00002009-06-13T18:32:19.155-07:00InfrastructureIVRCL Infrastructure - Result highlights.Revenues of IVRCL Infrastructure for Q4FY09 and full year FY09 grew by 23% and 33% respectively as compared to same period last year.Operating margins for the current quarter and full year stood at 8.7% and 8.6%, lower than street estimates.Net profit growth for Q4FY09 and full year FY09 stood at 9% and 7%.Performance of subsidiaries.IVRCL's progress on http://stockmarketbliss.blogspot.com/2009/06/ivrcl-infrastructure.htmlnoreply@blogger.com (admin)2tag:blogger.com,1999:blog-2498482646263011483.post-7901870757919576973Wed, 03 Jun 2009 01:36:00 +00002009-06-02T18:38:28.778-07:00EconomyEconomy Update: India's GDP grew 5.8% during Q4FY09.The GDP growth estimated by the CSO at 5.8% during Q4FY09 as against 8.6% in Q4FY08 and 5.8% in Q3FY09 came above street expectations. The 'agriculture, forestry & fishing' segment picked up to 2.7% in Q4FY09 from 0.8% decline in Q3FY09 on back of good winter crops. However, manufacturing sector declined 1.4% in Q4FY09 on expected line as http://stockmarketbliss.blogspot.com/2009/06/economy-update-june-2009.htmlnoreply@blogger.com (admin)1tag:blogger.com,1999:blog-2498482646263011483.post-6878774659846288249Sat, 30 May 2009 02:02:00 +00002009-05-29T19:05:55.718-07:00MediaSector Update: Print MediaNewsprint prices have seen a meaningful decline, an appreciating INR is an added positive for publishing companies- JPL, HT Media and DCHL.As per most of the publishers, NP prices have corrected by 20-25% and international prices are expected to stabilize around US$650-700/MT, over the medium term. Immediate financial benefits though may be limited given higher cost http://stockmarketbliss.blogspot.com/2009/05/print-media.htmlnoreply@blogger.com (admin)0tag:blogger.com,1999:blog-2498482646263011483.post-625436499655142239Fri, 29 May 2009 01:48:00 +00002009-05-28T18:44:10.144-07:00FinancePower Finance CorporationPower Finance Corporation's advance book recorded a strong growth of 25% for FY09 to Rs. 644bn as compared to Rs. 515bn in FY08. Improved disbursement growth of 30% during FY09 to Rs 210bn, fostered the enhance business growth.During Q4FY09 disbursements growth remained healthy at 7.2% to Rs.69bn as compared to Rs. 65bn in the previous year. Sanctions, on the other hand http://stockmarketbliss.blogspot.com/2009/04/power-finance-corporation.htmlnoreply@blogger.com (admin)1tag:blogger.com,1999:blog-2498482646263011483.post-7218095066339237569Tue, 26 May 2009 07:44:00 +00002009-06-29T00:45:35.065-07:00UncategorizedPrivacy Policy for www.stockmarketbliss.blogspot.comIf you require any more information or have any questions about our privacy policy, please feel free to contact us by email at padmachitra74@gmail.com.At www.stockmarketbliss.blogspot.com, the privacy of our visitors is of extreme importance to us. This privacy policy document outlines the types of personal information is received and collected http://stockmarketbliss.blogspot.com/2009/05/privacy-policy-for-stock-market-bliss.htmlnoreply@blogger.com (Admin)0tag:blogger.com,1999:blog-2498482646263011483.post-7566135190964112767Fri, 08 May 2009 01:46:00 +00002009-05-07T18:46:00.658-07:00CapitalgoodsAreva T&D Q4 Results Update.Revenues for the quarter has grown 68% yoy in Q1 CY09 driven by robust demand from the power T&D utilities (60% of the orders) as well as the industrial sector. Margins declined 280 bps to 12.9%. Areva's product portfolio is mainly oriented towards the higher end of T&D equipment, thus earnings higher margins. However, during the quarter, EBITDA margins declined 280bpshttp://stockmarketbliss.blogspot.com/2009/05/areva-t-q4-results.htmlnoreply@blogger.com (admin)1tag:blogger.com,1999:blog-2498482646263011483.post-3385792659528462756Thu, 07 May 2009 01:36:00 +00002009-05-06T18:45:02.042-07:00Information TechnologyInfotech Enterprises. Infotech's results for 4QFY09 were a mixed bag; while revenue growth (1% QoQ) was modestly below estimate, EBITDA surprised positively with a 230bps gain QoQ. PBT was however below estimates given higher losses in the other income line. PAT (up 28% QoQ) came in at lower than estimate, aided by a deferred tax write back.Within verticals EMI was flattish QoQ; this vertical http://stockmarketbliss.blogspot.com/2009/05/infotech-enterprises.htmlnoreply@blogger.com (admin)1tag:blogger.com,1999:blog-2498482646263011483.post-2182184173240838537Wed, 29 Apr 2009 01:11:00 +00002009-06-07T18:38:20.334-07:00HousingFinance Q4 Results Update: LIC Housing Finance.LIC Housing Finance has reported good results for the Q4 FY09 quarter.Mortgaged loans and disbursements for FY09 grew by 26% yoy and 22% yoy respectively, disbursement for Q4FY09 grew by 21% yoy. NII for Q4FY09 stands higher by 34% yoy, the better than expected growth is attributable to improved margins and enhanced mortgage loan growth. Net profit grew by http://stockmarketbliss.blogspot.com/2009/04/lic-housing-finance.htmlnoreply@blogger.com (admin)1tag:blogger.com,1999:blog-2498482646263011483.post-6944056569099727246Tue, 28 Apr 2009 01:04:00 +00002009-04-27T18:11:16.729-07:00MediaResult Update: Zee News.Zee News Ltd has reported a decent set of numbers - revenue growth of 26% YoY, aided by 24% advertising revenue growth and 30% subscription revenue growth. Profitability declined 40% YoY, impacted by new launches. Revenue growth and cost containment likely to help in an adverse macro environment- FY10E.The prospects of medium term advertising spend trends is not that http://stockmarketbliss.blogspot.com/2009/04/zee-news-q4-results-update.htmlnoreply@blogger.com (admin)0tag:blogger.com,1999:blog-2498482646263011483.post-1717090227561720994Wed, 22 Apr 2009 01:27:00 +00002009-06-07T18:38:57.470-07:00Technology Tata Consultancy Services TCS - Results UpdateTCS' Volumes de-grow by 2.7% on an organic basis; average realizations down 2% QoQ. In USD terms, the revenues de-grew by 3.4% QoQ. This was despite a contribution of about 4.49% from the CGSL consolidation. Thus, organically, revenues were lower by more than 7% QoQ.Existing clients holding back projects, new wins along expected lines Volumes degrew http://stockmarketbliss.blogspot.com/2009/04/tata-consultancy-services-tcs.htmlnoreply@blogger.com (admin)0