Krishna Kant
Krishna Kant
Page 50 - Krishna Kant
First-quarter results review: Headline numbers up, but concerns remain
Earnings growth at three-year high; big divide between outperformers and laggards
 "First-quarter results review: Headline numbers up, but concerns remain")
Tata group's finances back on track after 7 yrs
Leverage ratio falls to under 1; but group heavily dependent on TCS & Tata Motors
 "Tata group's finances back on track after 7 yrs")
Top business families hold on to their stake in firms
Promoter holding in family-owned firms up 70 bps since 2005, 240 bps since 2010
 "Top business families hold on to their stake in firms")
Q1 results show India Inc yet to see better days
Combined net profit of 290 firms, excluding IT, grows at slowest pace in nine quarters
 "Q1 results show India Inc yet to see better days")
Markets shine, but Indians missing
FII holding in top listed firms at 10-year high as retail investors, domestic institutions & funds scale down presence
 "Markets shine, but Indians missing")
Tata Sons war chest swells on TCS dividend
Payout by software arm funding most of the group's investments
 "Tata Sons war chest swells on TCS dividend")
Ten join dollar-billionaire club in past year
The number of dollar billionaires in India has risen to 55 this year from 46 last year
 "Ten join dollar-billionaire club in past year")
Impact of RBI decision: More funds for infra firms, at lower costs
Infra companies face re-financing risks that expose them to volatility in the interest rate cycle
 "Impact of RBI decision: More funds for infra firms, at lower costs")
Defensive stocks back in vogue
After lying low for 3 months, IT, pharma and FMCG scrips made new highs last week; trend likely to continue
 "Defensive stocks back in vogue")
India Inc's gain could be investors' pain
Firms in rush to raise capital but those putting in money at new valuations might be left holding the can
 "India Inc's gain could be investors' pain")
India Inc: Focus on investment, not consumption
Budget proposals will benefit capex-intensive sectors, but may hit consumer goods by way of lower demand
 "India Inc: Focus on investment, not consumption")
Potholes in Gadkari's offer to Japanese investors
Guaranteed 9% return for building highways too liberal with near-zero interest rate in Japan
 "Potholes in Gadkari's offer to Japanese investors")
STAR Plus leads the charts but it's ZEE that rakes in the moolah
In FY13, Zee Entertainment net profits and operating margins were nearly twice that of Star India
 "STAR Plus leads the charts but it's ZEE that rakes in the moolah")
Foreign inflows in debt zoom to a record high
Previous peak in 2010 crossed in first five-and-a-half months this year
 "Foreign inflows in debt zoom to a record high")
Sensex valuation ratio at three-year high
At 19 times the trailing earnings, valuations above 2003, 2009 levels
 "Sensex valuation ratio at three-year high")
Cement is the new FMCG on Dalal Street
Players like UltraTech Cement more expensive than ITC and HUL; others catching up fast
 "Cement is the new FMCG on Dalal Street")
L&T goes for funding amid declining ratios
Plan to raise Rs 9,600 cr through a mix of equity and debt might lower its return on equity
 "L&T goes for funding amid declining ratios")
Stock rally opens gates for Tata Steel
Market value nearly doubles in a year, making it practical after a long while to raise new capital from sources outside of Tata Sons
 "Stock rally opens gates for Tata Steel")
Can spurt in crude oil prices trigger rally in commodities?
CRB commodity index is showing bullish buoyancy and trading above its 200-day moving average
 "Can spurt in crude oil prices trigger rally in commodities?")
More pain likely for FMCG sector stocks
Investment push by the Modi govt and draw-down of UPA's welfare schemes to put pressure on demand
 "More pain likely for FMCG sector stocks")