make in india project , anti dumping duty on steel , jsw sail will move up, demand of copper and steel increase in near future,
Jindal Stainless – V STRONG
PAT 161 Cr Vs Loss 171.6 Cr
Income Up 23.6%
EBITDA 312.9 Cr Vs 144.1 Cr
Port of call. Cargo traffic up to 55.75 mn tonnes at India’s 12 major ports, boosted by demand surge #MakeInIndia bit.ly/2q4MPTi,
Shipping stocks are good in future G E Shipping, Shipping corp India, ABG Shipyard,
STOCKS TO WATCH : Weak Earnings: D-Link, Tata Tele, Inox Wind, Hinduja Ventures, Linde India
STOCKS TO WATCH : Dr Reddy’s CEO says approvals for new pdts to accelerate in Oct-March:Cogencis
STOCKS TO WATCH : Adhunik Metals’ holding in Odisha Manganese & Minerals reduced to 13.15%
STOCKS TO WATCH : Sical Logistics okays 2 stake buy proposals; to invest up to ₹60 cr
STOCKS TO WATCH : Dish TV: NCLT convened meet for merger with Videocon D2H passed with majority
STOCKS TO WATCH : In F&O Ban: Canara Bank, Ceat, HDIL, IBREL
STOCKS TO WATCH : Out of F&O Ban: Bharat Financial
Positive :FMCG, Fertilizers, Consumer durables, Metals
Negative : Midcap PSU Banks, Pharma
Southwest monsoon advances to Andaman sea; IMD predicts that India’s drought woes may be washed away by good rains. Expect monsoon to arrive Kerala early this year.
The direct beneficiaries of a good monsoon are fertiliser, agro-chemicals companies, and hydropower companies
On the other hand, a early monsoon may shorten the hot summer, thereby reducing sales of air-conditioners and refrigerators in urban India, which can hurt the top lines of white goods makers.
Keep an eye on RCF, GNFC, and Meghmani for upside rally
