Wednesday, January 30, 2008

DLF results out

DLF has announced its third quarter numbers. The company has posted consolidated third quarter net profit of Rs 2145 crore versus Rs 2018.6 crore. Net sales for Q3 is at Rs 3,598.4 crore versus Rs 3,249.9 crore (QoQ). Operating profit margin stands at 69.5% versus 69.7%.

Bharti Airtel Reports strong results

Bharti Q3 net up at Rs 1,722 crore

Bharti Airtel has declared its third quarter results. Its Q3 net profit was up at Rs 1,722 crore versus Rs 1,614 crore, QoQ.

It Q3 net sales stood at Rs Rs 6,964 crore versus Rs 6,337 crore

Its OPM was at 42.6%.

Earnings Update - January 29, 2008

Company Actuals Estimates %Change

SAIL
Net Sales 9,553.00 9,652.90 -1.03
Net Profit 1,935.00 1,863.40 3.84


Jet Airways
Net Sales 2,520.00 2,313.00 8.95
Net Profit -91.10 -123.00 -


JSW Steel
Net Sales 2,563.10 2,657.00 -3.53
Net Profit 328.20 402.70 -18.50


Arvind Mills
Net Sales 536.80 560.90 -4.30
Net Profit 5.70 6.50 -12.31


BHEL
Net Sales 4,964.00 5,674.00 -12.51
Net Profit 772.00 876.00 -11.87


Dr Reddys Labs
Net Sales 1,232.00 1,248.00 -1.28
Net Profit -84.70 140.00 -


Ashok Leyland
Net Sales 1,800.00 1,729.00 4.11
Net Profit 120.20 80.00 50.25


TVS Motor
Net Sales 875.00 879.00 -0.46
Net Profit 5.80 7.00 -17.14


SBI
Net Interest Income 5,899.20 6,082.36 -3.01
Net Profit 2,442.31 1,889.48 29.26


Cipla
Net Sales 1,104.00 1,025.60 7.64
Net Profit 210.65 187.63 12.27


PNB
Net Interest Income 1,424.00 1,521.12 -6.38
Net Profit 541.00 518.25 4.39


Canara Bank
Net Interest Income 934.36 891.49 4.81
Net Profit 458.83 400.55 14.55


Union Bank
Net Interest Income 788.09 776.47 1.50
Net Profit 365.00 299.83 21.74


Bank of India
Net Interest Income 1,079.46 1,062.89 1.56
Net Profit 511.89 343.30 49.11


Vijaya Bank
Net Interest Income 219.09 236.63 -7.41
Net Profit 126.88 114.87 10.46


HDFC Bank
Net Interest Income 1,437.58 1,264.44 13.69
Net Profit 429.36 402.25 6.74


ONGC
Net Sales 15,120.83 14,075.40 7.43
Net Profit 4,366.54 4,801.20 -9.05


Satyam
Net Sales 2,195.56 2,031.70 8.07
Net Profit 433.63 433.80 -0.04


Idea Cellular
Net Sales 1,710.00 1,736.10 -1.50
Net Profit 236.77 261.80 -9.56


ICICI Bank
Net Interest Income 1,960.00 2,057.80 -4.75
Net Profit 1,230.00 1,170.80 5.06


Nicholas Pirama
Net Sales 732.00 764.53 -4.25
Net Profit 73.00 93.50 -21.93


HDFC
Net Interest Income 665.50 649.90 2.40
Net Profit 527.96 448.90 17.61


ITC
Net Sales 3,457.90 3,616.30 -4.38
Net Profit 830.70 815.80 1.83


Wipro
Total Revenue 5,339.60 5,232.70 2.04
Net Profit 854.00 851.40 0.31


HCL Tech
Total Revenue 1,816.60 1,807.30 0.51
Net Profit 332.90 306.70 8.54


Ranbaxy Labs
Net Sales 1,795.10 1,811.00 -0.88
Net Profit 187.80 165.00 13.82


Reliance
Net Sales 34,590.00 34,066.00 1.54
Net Profit 3,882.00 3,837.20 1.17


Biocon
Net Sales 238.48 281.75 -15.36
Net Profit 53.35 60.98 -12.51


TCS
Total Revenue 5,924.10 5,989.20 -1.09
Net Profit 1,330.80 1,313.00 1.36


Allahabad Bank
Net Interest Income 445.00 486.40 -8.51
Net Profit 365.05 291.75 25.12


India Cements
Net Sales 856.00 924.80 -7.44
Net Profit 127.00 226.50 -43.93


IDFC
Operating Income 763.39 694.70 9.89
Net Profit 217.28 209.70 3.61


Infosys
Total Revenue 4,271.00 4,340.00 -1.59
Net Profit 1,231.00 1,176.50 4.63


Mastek
Total Revenue 216.00 214.00 0.93
Net Profit 27.10 25.40 6.69


Axis Bank
Net Interest Income 747.30 640.95 16.59
Net Profit 306.83 275.00 11.57


iGATE Solutions
Total Revenue 209.30 212.30 -1.41
Net Profit 29.00 21.60 34.26


Shree Cements
Net Sales 523.60 501.00 4.51
Net Profit 35.00 107.00 -67.29

Wednesday, January 23, 2008

Its Shopping Time People!!!

Well, well, the worst seems to be over! Those of you who have managed to outlast the storm, congratulations on your endurance and patience! Now is the time to reap dividends! Those of you waiting to enter the market won't have any difficulty in timing the market at this stage! Most of the momentum stocks have taken a severe beating! Here are my picks for the next 2 months:

A) IT Stocks

1) Infosys
2) Wipro
3) TCS

B) Realty / Infrastructure

1) Parsvnath Developers
2) Ganesh Housing
3) Srei Infrastructure
4) Marg Constructions
5) DLF

C) Financial Services

1) IndiaBulls Financial Services
2) Motilal Oswal
3) Edelweiss

D) Auto

1) Maruti Suzuki
2) Tata Motors
3) Bajaj Auto

E) Pharma

1) Ranbaxy
2) Aurobindo Pharma
3) Sun Pharma
4) Jupiter Biosciences

F) Shooters

1) Reliance, Reliance and Reliance -- From RNRL to the forthcoming Reliance Power IPO, the Reliance pack is set to shine bright even in 2008! Expect a phoenix-like rise for these stocks in the coming days! Also, watch out for Neyveli Lignite; expect it to increase exponentially!!

G) Telecom

1) Bharti Airtel
2) RCOM

H) Aviation

1) Jet Airways

I) POWER STOCKS --- Anything with POWER behind it should be bought at the current levels! Jokes apart guys, the power stocks have taken a severe beating in the last few days and there was never a better time to get into these stocks than now! Expect strong recovery in the Power sector at least till the debut of the Reliance Power stock on the markets in the first week of Feb.. Additionally, with Reliance Power filing a request with the SEBI to expediate allottment to QIBs (Qualified Institutional Buyers, MIND IT!!), $12 billion is expected to be returned to them.. If normal sense prevails, then ideally this money should flow back into the markets, helping the markets recover from the lows of the last few days!

Disclosure: It would be prudent to assume that I own or have an interest in one or more of these stocks (not all of them, MIND IT)!! hey hey, just in case, no one takes me wrongly! Also, please understand that these are not the only stocks which will shine in the forthcoming days. There are a few more interesting companies; however, base your investment on your own research and understanding of the stock! Invest in these companies with an investment horizon of 3 years..

--- The SenseXXXational Ride --- Headline Animator

Tracking the market!!