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1.

MRPL
MRPL; target of Rs 155: Kotak Securities
Kotak Securities is bullish on MRPL has recommended buy rating on the stock with a target
price of Rs 155 in its research report dated September 29, 2017.

Due to hurricane in USA around 20% of the USA refining capacity got impacted resulting in
meaningful jump in global refining margin due to finished product supply disruption. Singapore
refining margins have improved 38.4% qoq (till date) to $ 7.5/bbls led by rise in international
product prices without similar rise in crude oil prices. We expect MRPL’s financial performance
to improve on account of strong margins, improvement in operational performance in the medium
term and ongoing improvement in financial metrics. Further, if crude remains at elevated levels by
quarter end then we can expect inventory gains in Q2FY18.

2. SKIPPER LTD.
Skipper Ltd., incorporated in the year 1981, is a Mid Cap company (having a market cap of Rs
2120.00 Crore) operating in Engineering sector.
Skipper Ltd. key Products/Revenue Segments include Engineering Products which contributed Rs
1499.85 Crore to Sales Value (81.71 % of Total Sales), PVC Materials which contributed Rs
215.91 Crore to Sales Value (11.76 % of Total Sales), Income from Infrastructure Activity which
contributed Rs 81.30 Crore to Sales Value (4.42 % of Total Sales), Other Operating Revenue which
contributed Rs 24.39 Crore to Sales Value (1.32 % of Total Sales), Job Work which contributed
Rs 14.08 Crore to Sales Value (0.76 % of Total Sales)for the year ending 31-Mar-2017.
For the quarter ended 30-06-2017, the company has reported a Standalone sales of Rs 398.82
Crore, down -31.68 % from last quarter Sales of Rs 583.73 Crore and up 40.37 % from last year
same quarter Sales of Rs 284.13 Crore Company has reported net profit after tax of Rs 15.98 Crore
in latest quarter.
The company’s top management includes Mr.Amit Kiran Deb, Mr.Ashok Bhandari, Mr.Devesh
Bansal, Mr.Joginder Pal Dua, Mr.Manindra Nath Banerjee, Mr.Sajan Kumar Bansal, Mr.Sharan
Bansal, Mr.Siddharth Bansal, Mr.Yash Pall Jain, Mrs.Mamta Binani. Company has Singhi & Co.
as its auditoRs As on 30-06-2017, the company has a total of 102,316,462 shares outstanding.

3. VEDANTA LTD.
Vedanta Ltd., incorporated in the year 1965, is a Large Cap company (having a market cap of Rs
121292.05 Crore) operating in Mining sector.
Vedanta Ltd. key Products/Revenue Segments include Minerals which contributed Rs 37344.67
Crore to Sales Value (96.89 % of Total Sales), Mining/Minerals which contributed Rs 37344.67
Crore to Sales Value (96.89 % of Total Sales), Job Work which contributed Rs 752.65 Crore to
Sales Value (1.95 % of Total Sales), Export Incentives which contributed Rs 155.14 Crore to Sales
Value (0.40 % of Total Sales), Other Operating Revenue which contributed Rs 148.89 Crore to
Sales Value (0.38 % of Total Sales), Sale of services which contributed Rs 92.41 Crore to Sales
Value (0.23 % of Total Sales), Scrap which contributed Rs 31.58 Crore to Sales Value (0.08 % of
Total Sales), Slag which contributed Rs 11.96 Crore to Sales Value (0.03 % of Total Sales) and
Service Charges which contributed Rs 3.12 Crore to Sales Value (0.00 % of Total Sales)for the
year ending 31-Mar-2017.
For the quarter ended 30-06-2017, the company has reported a Consolidated sales of Rs 18285.00
Crore, down -18.77 % from last quarter Sales of Rs 22511.27 Crore and up 27.30 % from last year
same quarter Sales of Rs 14364.01 Crore Company has reported net profit after tax of Rs 2270.00
Crore in latest quarter.
The company’s top management includes Mr.Aman Mehta, Mr.Anil Agarwal, Mr.G R Arun
Kumar, Mr.K Venkataramanan, Mr.Navin Agarwal, Mr.Ravi Kant, Mr.Tarun Jain, Ms.Lalita
Gupte, Ms.Priya Agarwal. Company has S R Batliboi & Co. LLP as its auditoRs As on 30-06-
2017, the company has a total of 3,717,194,239 shares outstanding.
4.DK AGGARWAL
Auto and auto ancillary industries occupy a place of pride in the Indian industrial scenario.
Today, India has become the outsourcing hub for several global automobile manufacturers such
as General Motors, Toyota, Ford, Fiat, Honda, Hyundai and others, to name a few.

In September, extending the momentum seen in the month of July and August, majority of
automakers posted a rise in vehicle sales including Tata MotorsBSE 0.40 %, Maruti SuzukiBSE -
0.22 %, Hero MotoCorpBSE -0.43 %.

Since the implementation of the nationwide tax reform, GST (goods and services tax), automakers
have witnessed sales growth. Riding on the auto sales boom, most of the auto ancillary companies
have witnessed growth in their business. Besides upgrading current engines and transmission
systems, and making models more aerodynamic to enhance fuel efficiency, auto makers have
focused on new generation light-weight platforms. They are also focusing on new technologies to
cut emission while enhancing fuel efficiency of future models.
Also, with the policy focus shifting in favour of greener technologies, automobile makers have
diverted their attention towards electrical vehicles. Seeing the huge opportunity of electric --
has partnered with Toyota Motor Corporation to develop electric vehicles. In order to boost
adoption of electric vehicles (EV), the government has taxed EV at 12 per cent under GST
compared with a minimum 43 per cent levy on other vehicles.
Going ahead, amid rising market competition, new product launches (due to product refreshes
plan), original equipment manufacturer (OEMS) are expected to increase spend on marketing and
promotional activities. The ancillary sector has invested large amounts to migrate to Bharat Stage-
VI emission norms from April 1, 2020, a leap from the current Bharat Stage-IV norms after the
surprise Supreme Court verdict banning sales of BS3 vehicles.
5. ADANI PORT
Adani ports is India’s largest private multi-port operator. APSEZ is a part of the Adani Group, an
integrated infrastructure corporation. The company (earlier known as Mundra Port & Special
Economic Zone Ltd) changed its name to "Adani Ports and Special Economic Zone Limited" on
January 6, 2012. While earlier the company had one operational port at Mundra, it today operates
across eight ports in India.
The live price of the company is Rs 393.70 and the no of shares I bought of the company is 350
by which the day’s gain is Rs 1558 and the change is 1.14% in the stock price of the company.The
opening price of the companies stock was Rs391 and the and the lowest price of the stock was
383.50 which shows that the price of the company is rising which is good for the investors to invest
and buy the stocks of the company.
Adani Ports To Develop Third Phase Of Mundra Port For Rs. 6,000 Crore
Adani Ports and SEZ Ltd will invest Rs. 6,000 crore for the development of third phase of Mundra
Port. The upcoming capacity expansion of Mundra Port, touted as one of the top multi-purpose
ports in the country in terms of traffic held, would lead to employment generation for 600 people,
sources said. A token MoU to this effect was signed in the presence of Gujarat Deputy Chief
Minister Nitin Patel at the Vibrant Gujarat Global Summit. Essar Ports too plans to develop port
facilities along the Gujarat coast at an investment of about Rs. 10,600 crore, a move that is
expected to result in employment generation opportunities for 1,000 people.

6. ZEE ENTERTAINMENT ENTERPRISES LTD

ZEEL is an Indian media and entertainment company based in Mumbai, Maharashtra, India. A
subsidiary of the Essel Group the company's founder is Subhash Chandra and its CEO and
Managing Director is Punit Goenka.The company has 39 channels serving Indian content across
India and 172 countries, with the latest being World is One News.
The live price of the enterprise is Rs 525.75 and the no of shares I bought is 500 which gives the
day’s gain Rs 2050 and the percentage gain of the day is 0.79% of the company. After the news
of acquisition the company shares is expected to rise in future which can be profitable for the
company and also to the investors who are going to buy the stocks of this enterprise. The stock
of Zee Entertainment ended up by 0.17% at Rs 522 per share on BSE on Friday.
The enterprise announced that the company’s board of directors at its meeting held on October
6, 2017 has approved the acquisition of 100% equity shares in two media entities, 9X Media and
INX Music, in a Rs 160-crore cash deal. Besides, the company has also bought remaining 26%
stake in Zee Turner Ltd for Rs 2.6 lakh, a 74% subsidiary of the company.9X Media operates
five music channels - 9XM (Hindi), 9X Jalwa (Hindi), 9X Jhakkas (Marathi), 9XO (English)
and 9X Bajao (Hindi).
7.About KSS

KSS Ltd., incorporated in the year 1995, is a Small Cap company (having a market cap of Rs 29.90
Crore) operating in Service sector.
KSS Ltd. key Products/Revenue Segments include Income from Films Production & Distribution
which contributed Rs 1.75 Crore to Sales Value (100.00 % of Total Sales)for the year ending 31-
Mar-2017.
For the quarter ended 30-06-2017, the company has reported a Consolidated sales of Rs 8.19 Crore,
down -31.47 % from last quarter Sales of Rs 11.94 Crore and up 60.86 % from last year same
quarter Sales of Rs 5.09 Crore Company has reported net profit after tax of Rs -380.45 Crore in
latest quarter.
The company’s top management includes Mr.Aditya Purohit, Mr.Harsh Upadhyay, Mr.Lalit Joshi,
Mr.Rakesh Roopram Sharma, Mr.Satish Ramswaroop Panchariya, Ms.Kunti Rattanshi. Company
has Agarwal Jain & Gupta as its auditoRs As on 31-03-2017, the company has a total of
2,135,875,070 shares outstanding.

8. UPL Ltd.
UPL Ltd., incorporated in the year 1985, is a Large Cap company (having a market cap of Rs
41633.35 Crore) operating in Chemicals sector.
UPL Ltd. key Products/Revenue Segments include Agrochemicals which contributed Rs 7107.00
Crore to Sales Value (97.66 % of Total Sales), Export Incentives which contributed Rs 88.00 Crore
to Sales Value (1.20 % of Total Sales), Other Operating Revenue which contributed Rs 57.00
Crore to Sales Value (0.78 % of Total Sales), Job Work which contributed Rs 16.00 Crore to Sales
Value (0.21 % of Total Sales) and Sale of services which contributed Rs 9.00 Crore to Sales Value
(0.12 % of Total Sales)for the year ending 31-Mar-2017.
For the quarter ended 30-06-2017, the company has reported a Consolidated sales of Rs 3723.00
Crore, down -30.30 % from last quarter Sales of Rs 5341.36 Crore and up 7.85 % from last year
same quarter Sales of Rs 3452.04 Crore Company has reported net profit after tax of Rs 487.00
Crore in latest quarter.
The company’s top management includes Dr.Reena Ramachandran, Mr.A C Ashar, Mr.Hardeep
Singh, Mr.J R Shroff, Mr.K Banerjee, Mr.Pradeep Goyal, Mr.Pradip Madhavji, Mr.R D Shroff,
Mr.V R Shroff, Mr.Vasant P Gandhi, Mr.Vinod Sethi, Mrs.S R Shroff. Company has SRBC & Co
LLP as its auditoRs As on 30-06-2017, the company has a total of 508,002,602 shares outstanding.

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