With almost all the Q4 results being released, it is time to
take stock of the performance of various stocks / sectors .
·
The main spoiler of last financial years
performance was Banking sector
·
Excluding Banks, net profit of all other index
stocks grew 25% on the back of 2% growth in sales. (25% on 2% - does that mean
efficiency is really going up!)
·
Industries posting profits are:
o
Airlines
o
Trading
o
Textile products
o
Telecom equipments
o
Sugar
o
Glass and Glass products
o
Food processing – Indian
o
Automobile- LCV and HCV
·
Industries that reported SHARP rise in profits:
o
Cables
power
o
Moulded luggages
o
Textile – cotton / blended,
o
Fastners
o
Steel pig iron
o
Breweries and distilleries
o
Pharma – bulk drugs
o
Textiles – Man made
·
Industries which reported losses :
o
PSU Banking
o
Construction
o
Diamond / jewellery
o
Electrodes – graphites
o
Consumer electronics
o
Solvent extraction
o
Paper
o
Large Steel companies
·
Industries which posted SHARP fall in profits:
o
Shipping
o
Steel – Medium / small
o
Tex-Silk
o
Tea
o
Computers – hardwares
o
Tex-Jute
o
Telecom companies
·
Best performing Industrial Group
o
TATAs – Sales increased 11% Vs Profit increase
of 86%
·
Better than expected results:
o
TAMO
o
L&T
o
Lupin
o
Motherson Sumi
o
Voltas
o
UPL
·
Positive Turnaround : From losses to profits
o
TAMO
o
Jet
o
MTNL
o
Suzlon
o
Bajaj Hindustan
o
Rel Defense
o
Electrosteel
·
Companies which reported SHARP jump in profits
o
JM Fin
o
Safari
o
Dalmia Bharat
o
SBEC Sugar
o
Pasupati Acrylon
o
Kiri
o
TRIL
o
Upper Ganges Sugar
o
Century Enka
o
Golkaldas Exports
o
Oudh Sugar
o
ITI
o
GNFC
o
Shri Renuka Sugar
o
Vedenta
o
Rajesh Exports
o
Sundram Fastners
o
Grasim
o
PNC INfratech
o
South Indian Bank
o
Filatex
o
Lumax
o
Ansal Properties
o
Apar Industries
o
Dwarikesh Sugar
o
Shanthi Gear
o
Ashiana Housing
o
OCL India
o
INEOUS Styrolutions
o
Modison Metal
o
Indian Hotel
o
Balrampur chini
·
Big Companies which showed lower than expected
results
o
Bank of Baroda
o
Sun Pharma
o
Bajaj Electric
o
Cummins
o
Ashok Leyland
o
Colgate,
o
Brittania
o
Gujarat Pipavav
o
Oberoi Realty
o
PNB
o
ICICI
·
Companies which reported SHARP fall in profits
o
Astrazeneca
o
MOIL
o
Mercator
o
Fed Bank
o
Torrent Power
o
Alkem lab
o
NHPC
o
Cipla
o
Prakash Ind
o
Union Bank
o
Orient Cement
o
Orient Bank
o
Andhra Bank
o
Ramkrishna forgings
o
SBT
o
HIL
o
Jindal Poly
o
SBI
o
Shreyas shipping
o
IFGL Refractories
o
Bayer crop science
o
Alstom
o
BHEL
o
Novartis
·
Negative turnaround companies
o
PNB
o
Can Bank
o
BOB
o
IDBI
o
UCOentral Bank
o
Punj Lloyd
o
Corp Bank
o
Uttam Glava
o
United Bank
No comments:
Post a Comment