Page 47 - Krishna Kant

Idea beats Street estimates

Stock was in the green and closed at Rs 191.6 on the BSE on Tuesday and up 2.8% from the previous close

Can Jio lift RIL's earnings and stock performance?

Analysts say odds are against it given its aggressive capex & the struggle of incumbent telecom operators

Weak earnings rock early birds

100-odd firms see first net profit decline in eight quarters, sales down 15.6% YoY

TCS set to overtake ONGC in dividend payout

Tech major's shareholders will receive total dividend of Rs 15,474 crore in FY15

Steel, oil turnaround to lift Essar group's fortunes

The two businesses account for 90% of its consolidated revenue and three quarters of debt and liabilities

Many large-caps are now the cheapest stocks

BSE small-cap index up 58.7% in past 12 months; mid-cap index rallies 52%, outshines bigger peers

Stocks are now more expensive than in early 2008

Top 1,000 non-financial firms are trading at 25x their trailing earnings, compared to 17.6x in 2008 and 29.5x in 2000

Foreign investors turn bullish on primary market

For instance, FIIs invested $1.2 billion in the primary market in the fourth quarter, almost five times their investment in the corresponding quarter of FY14

Old boys beat new in raising money

Equity QIPs raised about Rs 29,000 crore in FY15, the most in the past 5 years

The divide gets wider

Though benchmark indices saw fresh highs, many leading stocks hit new lows

Despite asset sales, debt-hit firms in a bind

Market values of many remain lower than debt, making it difficult for firms to raise fresh equity

Stronger rupee hurting India's exports

Merchandise exports ex-oil and gems & jewellery seen growing just 1.7% in FY15, down from 6.9% last fiscal

India Inc's global borrowings mount

At $161 bn, corporates' forex borrowings have grown at a CAGR of 15.6% since 2008, outpacing GDP and earnings growth in dollar terms

India Inc close to beating sovereign in debt

Up 24.8% CAGR over a decade; firms now more indebted than all states combined

Dalal Street waits for new triggers

Valuations of financials already at a 10-year high

40 Years Ago... And now: Dilip Shanghvi - Buying his way to the top of the heap

The growing divide between markets and fundamentals

Bulk of the rise in stock prices is due to valuation expansion rather than earnings growth

Should India Inc rethink globalisation?

A worldwide recession and a poor show by marquee acquisitions raise questions about India Inc's globalisation drive

Best unlisted companies

In FY14, unlisted firms reported higher return on equity than listed ones, but earned lower net profits

Sajjan Jindal: Cautiously opportunistic

With four deals in as many years, the steel and power baron is using the financial heft of his companies to race ahead of others