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Weekly Sector Report : 09.10.2017 - 13.10.2017

Weekly Sector Report : 09.10.2017 - 13.10.2017

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Indian Markets Outlook For The Week - 09 to 13.10.2017

Indian Markets Outlook For The Week - 09 to 13.10.2017

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Indian Markets Outlook For The Week - 09 to 13.10.2017
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Domestic share indices are seen positive in the coming week, though investors are likely to exercise some caution amid announcements of corporate earnings for Jul- Sep starting Thursday. Nifty 50 constituents IndusInd Bank and Tata Consultancy Services are scheduled to detail their Jul-Sep earnings on Thursday, while heavyweight Reliance Industries will detail its results on Friday. Next week, Nifty 50 is seen moving in a range of 9900-10075 points. Yesterday, the 50-stock index rose above its 50-day and 21-day moving averages to end at 9979.70, up 91.00 points or 0.9% from Thursday's close. The Sensex ended at 31814.22, up 222.19 points or 0.7%. The Nifty 50 had
been resisting the 9945-point level, its 50-day moving average, for quite some time, but now as it has closed above it, chances of the Nifty 50 topping the 10000-point mark next week are high.
Sustained buying by domestic institutional investors is expected to keep market sentiment positive. We will keep an eye on the outcome of a meeting of the Goods and Services Tax Council yesterday, and overseas investors will monitor data on US non-farm payrolls for September, released yesterday. We expect stocks of oil marketing companies to rise further, and see pharmaceutical stocks trading at either their current levels or slightly higher. Among specific stocks, Reliance Industries is seen gaining on news that a subsidiary will sell its upstream assets in Pennsylvania for $126 mln.

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Auto Stocks Outlook For The Week - 09 to 13.10.2017

Auto Stocks Outlook For The Week - 09 to 13.10.2017

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Auto Stocks Outlook For The Week - 09 to 13.10.2017
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Stocks of most automobile companies are seen trading in a range next week. Focus will be on stocks of Maruti Suzuki India Ltd and Eicher Motors Ltd that are seen rising following strong sales growth
in September. All automobile companies registered a strong growth in their monthly sales figures for September, showing signs of recovery after the short-term blip due to the implementation of goods and services tax and introduction of Bharat Stage-IV fuel emission norms from April. The country's largest carmaker Maruti Suzuki registered a 9.3% on-year growth in automobile sales for September. Sales of Royal Enfield motorcycles, the flagship product of Eicher Motors, grew 22% on year, and Ashok Leyland witnessed a 28% on-year growth in sales of commercial vehicles. Good monsoon, rural demand, and festival season demand are near-term triggers for the industry. We remain positive on Maruti Suzuki, Hero MotoCorp, Mahindra & Mahindra Ltd, and Tata Motors owing to extensive distribution network and strong rural franchise. A healthy order book and an increasing preference for premium motorcycles are expected to aid Eicher Motors. Also, production ramp up and a waiting period of 4-5 weeks for its popular 350cc motorcycle support the positive Positive momentum may
continue; earnings eyed outlook for the company. The commercial vehicle segment has seen a turnaround since August on the back of a pick-up in infrastructure segment, revival in replacement demand, gradual improvement in industrial production and restrictions on overloading. Like Ashok Leyland, this would continue to gain market share, led by growing acceptance of EGR (exhaust gas
recirculation) trucks compared with SCR (selective catalytic reduction) trucks of competitors. The two-wheeler automobile space has emerged strong in September automobile sales figures with Hero MotoCorp posting record high monthly sales at 720,739 units. We expect sales of two-wheelers to rise over the next two years due to higher rural income, higher disposable income in view of seventh pay commission benefits, and lack of organised public transport system. We will continue to track the performance of automobile sales in October as more festivals will fall in this month.

Maruti Suzuki - Up
Bajaj Auto - Down
Tatamotors - Up
Ashokeley - Up
M&M - U[

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Pharma Stocks Outlook For The Week - 09 to 13.10.2017

Pharma Stocks Outlook For The Week - 09 to 13.10.2017

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Pharma Stocks Outlook For The Week - 09 to 13.10.2017
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Optimism over most pharmaceutical stocks is likely to continue next week as most negative factors like regulatory woes and pricing pressure in the US as well as the domestic market have already
been factored in. In India, re-stocking of inventory by distribution channels after the rollout of goods and services tax is likely to aid companies' earnings for the September quarter. Release of earnings over the next few weeks will keep investors on their toes and we remain optimistic over revenue growth in Jul-Sep. Performance on the revenue front is likely to pick up in 2QFY18 on the back of
one-off impact from inventory restocking in India, some key launches in the US, growth in Europe markets because of currency appreciation, and growth in emerging markets. We expect Dr Reddy's Laboratories to lead earnings growth for the quarter. In the US market, pharmaceutical companies are expected to face pricing pressure due to consolidation of distribution channels and faster regulatory approvals by the US Food and Drug Administration. We believe the new measures being
introduced by the USFDA would, over time, lower the entry barriers to even complex generics leaving generic companies even more vulnerable to pricing pressures. Over the last few months, the US drug regulator has formed a task force to offer recommendations to reduce drug prices. It recently also came up with a draft guidance to support development of generic drugs, and said it would hold
consultation to come up with measures for the same. However, any pricing pressure due to these measures has been factored in. Sun Pharmaceutical Industries will be in focus as the company awaits re-inspection of its Halol facility, which received a warning letter from the US drug regulator in December 2015. Managing Director Dilip Shanghvi, at the company's annual general meeting last week, said Sun Pharma has completed remediation process at the Halol facility and is now awaiting re-inspection by the US FDA.

Cadila Healthcare - Up
Auropharma - Up
Sunpharma - Up
Cipla - Down
Lupin - Up

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Capital Goods Stocks Outlook For The Week - 09 to 13.10.2017

Capital Goods Stocks Outlook For The Week - 09 to 13.10.2017

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Capital Goods Stocks Outlook For The Week - 09 to 13.10.2017
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Stocks of major capital goods companies are seen consolidating next week after correcting over the past few weeks. However, stocks of Larsen & Toubro Ltd can see positive movement continue next week after the company announced that has acquired the remaining stake in its joint venture L&T
Cassidian. L&T has reported year-on-year growth in orders even when the markets have shown a slowdown. The company also announced its plans to Seen up on demand up tick, price hikes
divest its road and power projects to focus on core operations, which will help maintain long-term positive outlook of the industry behemoth. Stocks of most capital goods companies are expected to consolidate next week with markets awaiting announcements of corporate earnings for Jul-Sep. Government spending in the thermal power sector is also expected to increase after the launch of the government's power-for-all scheme 'Saubhagya' which is expected to help review the order books of the thermal power manufacturers. Capital goods companies are also facing delays in approvals for projects due to which firms are reviewing their order execution deadlines.

Adaniports - Up
ABB - Down
L&T - Up
Bhel - Up

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Cement Stocks Outlook For The Week - 09 to 13.10.2017

Cement Stocks Outlook For The Week - 09 to 13.10.2017

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Cement Stocks Outlook For The Week - 09 to 13.10.2017
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The stocks of cement companies are seen gaining next week on likely rise in demand. Cement demand, which had been subdued since June because of the monsoon and the implementation of the goods and services tax and the Real Estate Regulation Act, is expected to recover this month. ACC Ltd and Ambuja Cements Ltd had hiked prices in Mumbai by 2%, and JK Lakshmi Cement Ltd had increased price by 8% per 50-kg bag because of better sales. Monsoon and disruptions due to GST are over. RERA (Real Estate Regulation Act) is also settled and the pace of construction should go up now. We expect demand and price to go up in coming months. The ratings agency ICRA, while revising its growth forecast last week for cement to 3.5-4.0% from 5%, had said cement demand is expected to improve from October. The demand for affordable housing and rural housing, along with the increased focus on infrastructure by the government will drive up demand which may lead to a hike in price of the commodity. Cement stocks are looking positive. There is a scope for further upside in all of them.

UltraTech Cement - Up
Shree Cement - Up
Ambujacem - Up
IndiaCem - Up
ACC - Up

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FMCG Stocks Outlook For The Week - 09 to 13.10.2017

FMCG Stocks Outlook For The Week - 09 to 13.10.2017

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FMCG Stocks Outlook For The Week - 09 to 13.10.2017
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Stocks of fast moving consumer goods companies may trade positively in the coming week, with ITC Ltd and Hindustan Unilever Ltd expected to lead the rally due to better-than-expected festival sales. We expect Jul-Sep (2017-18) to be a relatively robust quarter aided by restocking after goods and services tax implementation. Wholesale and canteen supplies department sales have not yet fully recovered. there is strong festival season sales. In the near term, gains driven by low base and goods and services tax for organised players are likely to reflect in an improvement in revenue and profit
growth trajectory. Cigarette-to-hotel conglomerate ITC will remain in focus this week due to reports that the government may not ban vendors of tobacco products from selling food products. The government had on Wednesday written to state and local bodies asking them to stop cigarette shops from selling non tobacco products such as toffees, candies, chips, biscuits, and soft drinks items
that typically lure children towards tobacco outlets. Among bellwether stocks, though cigarette volumes for ITC are expected to decline 4% on year due to price hike, an 11% on-year growth in the segment's earnings before interest and taxes is seen in Jul-Sep quarter. HUL is likely to witness 8% revenue growth in its domestic FMCG business during the quarter aided by a price-led growth. Rural markets that have witnessed maximum Seen in narrow range ahead of Jul-Sep earnings deceleration on account of macro challenges could potentially see an improvement aided by increase in food
inflation and higher rural outlay. The focus will also shift to Jul-Sep quarter earnings of FMCG companies to gauge the impact of the new indirect tax rollout. Companies with discretionary products are expected to perform slightly better, though volumes are likely to remain low for all companies.

Godrej Consumer - Down
Procter&Gamble - Up
Hindunilvr - Up
Colgate - Up
Itc - Down

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I.T Stocks Outlook For The Week - 09 to 13.10.2017

I.T Stocks Outlook For The Week - 09 to 13.10.2017

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I.T Stocks Outlook For The Week - 09 to 13.10.2017
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Stocks of information technology companies are seen trading in a thin band next week as Jul-Sep earnings would be in focus. Tata Consultancy Services will set trend by kickstarting the earnings season for the IT sector, by announcing its Jul-Sep results on Thursday. We expect revenue growth of IT companies to be low or muted due to soft demand during the reporting quarter. Large-cap IT
companies are not expected to post remarkable results for Jul-Sep. Investors would also keep an eye on the performance of Infosys, which is scheduled to detail its earnings on Oct 24. Infosys Non-executive Chairman Nandan Nilekani, after his appointment in August, had said that the company would review and refresh its growth strategy by October.

HCL Tech - Up
Techm  -  Up
Wipro - Up
TCS - Up
Infy - Up

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Bank Stocks Outlook For The Week - 09 to 13.10.2017

Bank Stocks Outlook For The Week - 09 to 13.10.2017

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Bank Stocks Outlook For The Week - 09 to 13.10.2017
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Most bank stocks are expected to trade mixed next week, with movements likely to be stock-specific amid the beginning of announcements of corporate earnings for the quarter ended September. South Indian Bank, Lakshmi Vilas Bank, IndusInd Bank, and Karnataka Bank will detail their Jul-Sep earnings next week. We expect some momentum in mid-cap bank stocks to continue after they
performed well this week. On Wednesday, the Reserve Bank of India recommended one of the three rates treasury bills, certificates of deposit, or its repo rate to be set as the external benchmark for lending rates. We believe even though the recommendations may not be completely implement able,
given the central bank's consistent pursuit of faster monetary transmission, the suggestions are likely to be adopted in one form or the other. While we expect some pressure on margins for the whole sector, private banks will be able to better protect their margins given their better ALM (assetliability
management) and experience in the last credit cycle. Banks with higher fixed rate loan books such as HDFC Bank, IndusInd Bank, and Kotak Mahindra Bank will remain better insulated than lenders with floating rate portfolios, especially state-owned banks. However, the market remains cautious and
continues to watch out for further developments in this regard. For the sector in general, weak revenue growth led by slower credit off take, pressure on margins, and higher provisions for bad loans are expected to be a drag on earnings growth. However, even with lower support from treasury, listing of banks' insurance arms is expected to provide support on the non-interest income front. The relatively higher contribution (on the noninterest income side) by ~20-30 bps for the quarter is mainly due to the gains of listing the general insurance company by ICICI Bank and the life insurance business for SBI (State Bank of India). Adjusting for these two, the gains would be sharply lower for the current quarter. Any news on recapitalisation of public sector banks will lend cues to the sector. At a post-policy press conference on Wednesday, RBI Deputy Governor N.S. Vishwanathan said discussions for public sector bank recapitalisation were Most seen down next week on stress in sector
May rise more next week; base metal prices key underway with the government and all instruments were being considered in this regard. Stocks in the banking sector may also take cues from trends in the broader markets, with events such as release of minutes of the US Federal Open Market Committee's meeting in September due on Wednesday, and the consumer price index-based
inflation print for September to be released on Thursday.

Indusindbk - Down
Icicibank - Down
Kotakbank - Up
Yesbank - Up
Pnb - Down
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Telecom Stocks Outlook For The Week - 09 to 13.10.2017

Telecom Stocks Outlook For The Week - 09 to 13.10.2017

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Telecom Stocks Outlook For The Week - 09 to 13.10.2017
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Stocks of most telecommunication companies are seen trading lower next week as long-term outlook for the sector remains weak due to stress on revenue streams of companies after the entry of Reliance Jio Infocomm Ltd and the recent cut in interconnect usage charges. The Telecom Regulatory Authority of India last month cut interconnects usage charges to 6 paise a minute from 14 paise, dealing a severe blow to operators except Reliance Jio. Interconnect usage charge is what an operator pays another for landing calls on the latter's network. The new charges will be effective Oct 1 and will be scrapped from Jan 1, 2020. While Reliance Jio stands to gain significantly from the cut in the charges as it will lower costs for the new entrant, the move will hit the balance sheets of Bharti Airtel Ltd, Idea Cellular Ltd, and Vodafone India Ltd that earn revenues due to incoming calls on their networks. Companies in the sector were hit by GST (goods and services tax) in Jul-Sep and the impact of IUC (interconnect usage charge) will be reflected in Oct-Dec. The debt-laden sector is expected to see further pressure if the market experiences heavy demand for the muchhyped
Reliance Jio's fourth-generation mobile phone. Tariffs are not expected to go up either as Reliance Jio will want to capture a sizable market share before raising prices. As of July end, Reliance Jio had 128.6 mln subscribers. Market leader Bharti Airtel had 281 mln subscribers as of August end. Last week, Reliance Communications Ltd called off its merger talks with Aircel Ltd. In September 2016, the company had signed binding agreements to merge its wireless businesses with Aircel. Legal and regulatory uncertainties, and various interventions by vested interests, have caused inordinate delays in receipt of relevant approvals for the proposed transaction_the company said. Reliance Communications will have to sell its spectrum to pay its obligations, adding the failure of the merger would also impact the valuation of its proposed tower sale to Brookfield group. Meanwhile, the Telecom Commission last week approved two recommendations by the inter-ministerial panel set up
to suggest steps to provide financial relief to companies. The commission approved increasing the time period for paying the spectrum bought in auctions by operators to 16 years from the current 10 years. This will improve cash flow and give companies more headroom for capital expenditure. The commission also approved a cut in the interest rate on penalty for delayed payment with respect to spectrum usage charges and licence fee payments effectively to 12% from the current 14%. Next week, stocks of most telecommunication companies are seen weak.

Idea Cellular - Down
Bharti Airtel - Up
Tata Comm - Up
Rcom - Down
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Metal Stocks Outlook For The Week - 09 to 13.10.2017

Metal Stocks Outlook For The Week - 09 to 13.10.2017

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Metal Stocks Outlook For The Week - 09 to 13.10.2017
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Stocks of metal and mining companies are expected to continue their rise next week, especially as sentiment in the broader market remains positive. Stocks of all companies in this space rose this week, up 4-13%, supported by strength in the broader market and higher prices of base metals. Recent price hikes undertaken by these companies also aided gains in their stocks. Apart from prices of base metals, the key trigger, stocks will also factor in earnings expectations for companies' September quarter earnings. In the ferrous space, realisations of steel makers with a flat products heavy portfolio are expected to improve by 1,500 rupees per tn sequentially in Jul-Sep. We do not expect any significant changes in costs, though some producers may consume high-cost coal
inventories. Among ferrous producers, Hindustan Zinc and Vedanta are seen reporting strong earnings growth led by robust zinc prices. Vedanta's earnings will also be supported by strong recovery in aluminium and copper volumes and power generation, after Apr-Jun was affected by plant outages.

Jindalstel - Up
Coalindia - Up
Hindalco - Up
Tatasteel - Up
Jswsteel - Up

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Oil Stocks Outlook For The Week - 09 to 13.10.2017

Oil Stocks Outlook For The Week - 09 to 13.10.2017

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Oil Stocks Outlook For The Week - 03 to 06.10.2017
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The upward momentum in stocks of public sector oil refiners and retailers-- Indian Oil Corp, Bharat Petroleum Corp, and Hindustan Petroleum Corp--is likely to continue next week because of robust fundamentals and positive cues on charts. The three state-owned fuel retailers continue to be on solid ground, benefiting from healthy domestic demand for fuels as well as robust core refining and
marketing margins, which lend a positive outlook for these Stocks. The three state-owned fuel retailers received some relief last week when the government decided to cut basic excise duty on petrol and diesel by 2 rupees a ltr following the spurt in international prices of crude oil and petroleum products over recent weeks. We believe that the reduction in excise duty, although to be passed on to consumers, will allay apprehensions of a hit on margins of oil marketing companies. The government has also urged states to cut value added tax on the two automobile fuels. If states comply, these companies are expected to get more room to better manage their marketing margins. We also expect the three companies to post robust earnings for the September quarter and that may also
support these stocks in the coming weeks. Futures contracts of crude oil on global and domestic exchanges are expected to trade marginally higher next week as Russia has hinted that the production cut deal may be extended. Russian President Vladimir Putin recently said the Organization of the Petroleum Exporting Countries and other producers may extend the production cut deal till the end of 2018. Investors are, however, cautious since tropical storm Nate is expected to make landfall in the Gulf of Mexico this weekend as a hurricane. Gulf of Mexico is the heart of US oil refining capacity and refineries, which are still recovering from the disruptions caused by hurricane Harvey.
Stocks of upstream players such as Oil and Natural Gas Corp and Oil India may move in line with the movement in crude oil prices next week. The fundamentals for these stocks have begun to improve as strong oil prices will lead to strong financial performance for upstream companies. Any major shift in the dollar-rupee exchange rate could also impact shares of oil companies. If the dollar weakens against the rupee, it could add to the woes of upstream companies.

Hindpetro - Up
Ongc - Up
Gail   - Up
Bpcl  - Up
Oil  - Up

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Weekly Sector Report : 03.10.2017 - 06.10.2017

Weekly Sector Report : 03.10.2017 - 06.10.2017

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Indian Markets Outlook For The Week - 03 to 06.10.2017

Indian Markets Outlook For The Week - 03 to 06.10.2017

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Indian Markets Outlook For The Week - 03 to 06.10.2017
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Domestic share indices are likely to remain in a range through the upcoming holiday-truncated week as the week contains several economic and sales data sets as well as the fourth bi-monthly monetary policy for 2017-18 (AprMar) outcomes. The Nifty Index is expected to move through the week it is seen moving between 9700 points and 9960 points. We expect the RBI to maintain status quo on interest rates despite the consumer-price index based inflation expected to average at 3.7% in FY18, lower than the medium-term target of 4.0%. We do not expect a rate cut as the CPI inflation is expected to chart an upward trajectory over the coming months, and print between 4.5-5.0% in March. Investors will also keep a close watch on Nikkei Manufacturing PMI for September and mobile subscriber data for August, both due this week. Stocks of automobile companies will be in focus this week as they report their September sales figures. We expect 10-15% retail growth in the two-wheeler and passenger vehicle segments, led by festive demand and positive rural sentiment, which should drive wholesales for September. Last Friday, the Nifty 50 ended 0.2% higher at 9788.60 points, having shed 1.8% through the week. Sensex closed flat at 31283.72 points, but down 2% for the week.

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Cement Stocks Outlook For The Week - 03 to 06.10.2017

Cement Stocks Outlook For The Week - 03 to 06.10.2017

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Cement Stocks Outlook For The Week - 03 to 06.10.2017
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Stocks of cement companies are expected to fall for a third week on weak demand for the commodity. Few stocks in the pack looked good last week, but they underperformed and will continue to under perform this week. Demand for cement has been subdued since June because of monsoon and the implementation of goods and services tax and Real Estate Regulation Act. All-India cement prices fell by 4%-8% between June and August, rating agency ICRA said on Thursday. It also reduced its estimate of growth for cement demand in 2017-18 (Apr-Mar) to 3.5%-4% from 5% because of muted demand growth in the first half of the year. Cement demand, however, is expected to rise from October onwards. Demand for affordable housing and rural housing, along with the increased focus on infrastructure by the government will drive up demand which may lead to a hike in price of the commodity. Increase in price is important for cement companies as high power, fuel, and freight costs continue to put pressure on their profitability. Slowdown in demand is expected during monsoon. GST added a bit more to it (demand slowdown), but now it (disruption due to GST) is over. Now that the monsoon is also over, expect demand to pickup.

UltraTech Cement - Up
Ambujacem - Down
Shree Cement - Up
IndiaCem - Up
ACC - Down
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I.T Stocks Outlook For The Week - 03 to 06.10.2017

I.T Stocks Outlook For The Week - 03 to 06.10.2017

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I.T Stocks Outlook For The Week - 03 to 06.10.2017
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Stocks of information technology companies are seen rising this week, aided by weakness in the rupee. Since IT companies earn nearly 60% of their revenues in US dollar, depreciation in the rupee boosts their earnings. This week, the Nifty IT index is expected to find support at around 10,400 points and may find resistance at around 10,700 points. Apart from depreciation in the rupee, resumption of premium processing for all H-1B visa petitions and lowering of corporate tax in the US would turn out to be positive for the IT companies. Investors would find IT and pharmaceutical sectors for defensive investment, as banking sector looks weak, but would be selective. Broader market, however, is cautious ahead of the fourth bi-monthly monetary policy for 2017-18 (Apr-Mar) scheduled for Wednesday.

TCS - Down
Infy - Up
Wipro - Down
HCL Tech - Up
Techm - Up
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Auto Stocks Outlook For The Week - 03 to 06.10.2017

Auto Stocks Outlook For The Week - 03 to 06.10.2017

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Auto Stocks Outlook For The Week - 03 to 06.10.2017
  www.rupeedesk.in )

Stocks of most automobile companies are seen trading in a range next week as market participants await September automobile sales data which will be released in the first week of October. This week, investors will also keep an eye on the fourth bi-monthly meeting of the Monetary Policy Committee. Navratri marked the onset of festival season from Sep 21 and lucrative offers by various automobile companies are expected to increase demand and aid sales, which suffered a temporary blip due to de-stocking before the roll out of goods and services tax. Two-wheeler manufacturers such as Hero MotoCorp Ltd and Bajaj Auto Ltd have offered discounts up to 3,000 rupees and 3.3%, respectively, on two-wheelers to boost the demand during the festival season. However, the price hike undertaken by manufacturers of sport utility vehicles and large sedans following the GST Council decision to hike compensation cess may affect footfalls in short term. Mahindra & Mahindra Ltd raised the prices of its sport utility vehicles by up to 3.7%, while Maruti Suzuki India Ltd increased the price of petrol variant of Ciaz mid-size sedan by up to 1.4%. On Sep 9, the GST Council decided to increase the compensation cess on mid-sized cars by 2 percentage points to 17%, on large cars by 5 percentage points to 20% and by 7 percentage points on sport utility vehicles to 22%. The compensation cess is in addition to a GST rate of 28%. In the long term, investors have a strong outlook on the country's largest carmaker Maruti Suzuki due to a steady improvement in market share, rising contribution from rural markets, reduced exposure to yen and rising share of premium products. The company's parent, Suzuki Motor Corp, recently said its joint venture with Toshiba and Denso will start making lithium-ion batteries for electric and hybrid cars by 2020. This announcement is set to further boost Maruti Suzuki's prospects at a time when the Indian government is aggressively pushing for electric mobility by 2030. We also expect commercial vehicle companies such as Tata Motors Ltd and Ashok Leyland Ltd to witness recovery in medium and heavy commercial vehicle segments over the next few months, with a pick-up in economic activity and pent-up demand.

Tatamotors - Up
Ashokeley - Up
Bajaj Auto - Up
Maruti Suzuki - Down
M&M - Up

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Pharma Stocks Outlook For The Week - 03 to 06.10.2017

Pharma Stocks Outlook For The Week - 03 to 06.10.2017

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Pharma Stocks Outlook For The Week - 03 to 06.10.2017
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Stocks of pharmaceutical companies are likely to trade on a mixed note next week as investors are divided in their view over the sector. There is a lot of uncertainty about Pharma stocks in the market. If there is one positive news (story), there is another or may be two negative news about the same company. So we remain cautious on the sector. However, we are positive on stocks as regulatory issues of many companies have been resolved. Earlier this week, Sun Pharmaceutical Industries Ltd Managing Director Dilip Shanghvi at the annual general meeting said the company has completed remediation process at the Halol facility and is now awaiting re-inspection by the US Food and Drug Administration. India's largest drugmaker had indicated that it expected the US FDA to re-inspect the facility in Oct-Dec. A successful inspection of the Halol facility, which received a warning letter in December 2015, will be a major positive trigger not just for Sun Pharmaceutical Industries, but even the rest of the sector. However, we are cautious on the company as the US FDA had re-inspected the unit in November last year and issued nine adverse observations. Wockhardt was another company which had positive news coming its way this week. The company has reportedly invited the US regulator to re-inspect its unit at Waluj in Maharashtra after it received an import alert in 2013. However, three of Wockhardt's own facilities are under the US FDA's import alert, while one each of its arms Morton Grove Pharmaceuticals and CP Pharmaceuticals have received warning letter from the regulator. The plaguing regulatory issues over companies are among the reasons for caution. Apart from regulatory issues, there are also pricing concerns in the US due to consolidation of distribution channels. In India, too, companies are facing pricing pressure due to price caps on medicines and the government's push to unbranded generic over branded drugs.

Sunpharma - Up
Cadila Healthcare - Up
Cipla - Down
Lupin - Up
Auropharma - Up

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Source : Cogencis Information Services Ltd.

Telecom Stocks Outlook For The Week - 03 to 06.10.2017

Telecom Stocks Outlook For The Week - 03 to 06.10.2017

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Telecom Stocks Outlook For The Week - 03 to 06.10.2017
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Stocks of telecommunication companies are expected to trade on a mixed note in the upcoming holiday-truncated week as investors may continue to remain cautious over the sector in the near term. Telecom companies are likely to track broader market for cues. The broader market is likely to remain in a range as investors will remain cautious ahead of several economic and sales data and the Reserve Bank of India's fourth bi-monthly monetary policy for 2017-18 (Apr-Mar). While the telecom commission's decision to double the tenure of payment installments for spectrum to 16 years is seen bringing some relief for the sector, the implementation of new interconnect usage fee would continue to weigh on it. The telecom commission is also expected to present the new policy by January. The Telecom Regulatory Authority of India had reduced the interconnect fee to 6 paise per minute from 14 paise per minute with effect from October. Idea Cellular and Bharti Airtel, who were disappointed with the decision,had today moved the high court challenging the order. The Bombay High Court, however, refused to grant stay on the regulator's decision. Seen up as rural sales rise The move to delay spectrum payment also may do little for telecom companies. They have too much debt. More needs to be done. In the near term, stocks of Idea Cellular are seen trading in a range of 75-85 rupees and those of Bharti Airtel are expected to trade between 360 rupees and 410 rupees.

Bharti Airtel - Down
Idea Cellular - Down
Tata Comm - Up
Rcom - Down
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Source : Cogencis Information Services Ltd.

FMCG Stocks Outlook For The Week - 03 to 06.10.2017

FMCG Stocks Outlook For The Week - 03 to 06.10.2017

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FMCG Stocks Outlook For The Week - 03 to 06.10.2017
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Stocks of fast moving consumer goods companies are seen moving higher in the coming weeks as rural sales in most areas have picked up owing to better-than-expected festive season sales. The penetration level of bellwether companies like Hindustan Unilever Ltd and Britannia Industries Ltd as well as the underlying growth at retail level for most players is better than a month ago. Organised players, especially in the biscuits segment are benefiting from lower competition from local players post the rollout of the goods and services tax on July 1. Though the prices of some raw materials such as vegetable oil and cereals have increased over the past few days, it is unlikely to have a bearing on the overall sales for most companies. Most of the increase is seasonal. Lower-than-expected monsoon rains could, however, act as a dampener for rabi crops and put pressure on company margins. As of Sep 28, India received 830.7 mm of rainfall, 6% below the normal weighted average of 879.6 mm for the period. The monsoon current has also started to withdraw from some parts of Punjab, Haryana, and parts of west Rajasthan, nearly a month late. For ITC Ltd, though the price hike taken by the company post the new indirect tax rollout could have an adverse impact on volume, margins of the company could witness an incremental growth. Non-cigarette FMCG business is also poised to do well, on the back of revival in overall consumer sentiment, increased market shares, improved product mix and foray in newer categories.

ITC - Up
Hindunilvr - Down
Godrej Consumer - Up
Procter&Gamble - Down
Colgate - Down

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Source : Cogencis Information Services Ltd.

Bank Stocks Outlook For The Week - 03 to 06.10.2017

Bank Stocks Outlook For The Week - 03 to 06.10.2017

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Bank Stocks Outlook For The Week - 03 to 06.10.2017
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Most bank stocks are seen extending losses next week, with underlying sentiment for the sector being weak. Traders rolled over short positions to the Nifty Bank's October futures ahead of JulSep earnings on concern that banks' profitability may be hit yet again due to higher provisions. Rollovers to the Nifty Bank's October series were at 65%, sharply lower than the three-month average of 71%. Any news with regard to recapitalisation of public sector banks will lend cues to the sector. However, some correction is expected in stocks of state-owned banks while a sharper correction would be seen in shares of private sector banks. Further, market participants are seen treading cautiously ahead of the Reserve Bank of India's Monetary Policy Committee's fourth bi-monthly meeting outcome on Wednesday. Seen up; market caution may cap gains . The MPC is likely to refrain from cutting rates, given the mix of economic forces operating in the market. According to a Cogencis poll of 30 economists, treasurers, and mutual fund managers, all but one expect the repo rate to be left unchanged at 6.00%. In addition, stocks in the banking sector may be weighed down tracking the trend in broader market indices, after the Nifty 50 declined for seven trading sessions in a row due to geopolitical tensions resurfacing in North Korea, China's downgrade, and the Indian Army conducting a strike against Naga militants along the Myanmar border. ICICI Bank is a top pick across sectors as it continues to make better-than-expected progress in retail space. In automobile loans too, growth opportunity for the lender is healthy, but profitability is a challenge. Further, trade is expected to be subdued this week with financial markets.

Kotakbank - Up
Yesbank - Up
Icicibank - Up
Indusindbk - Up
Pnb - Down
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Source : Cogencis Information Services Ltd.

Metal Stocks Outlook For The Week - 03 to 06.10.2017

Metal Stocks Outlook For The Week - 03 to 06.10.2017

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Metal Stocks Outlook For The Week - 03 to 06.10.2017
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Stocks of metal and mining companies are likely to trade in a range in the holiday-shortened next week as caution ahead of Reserve Bank of India's monetary policy and key economic data may cap the upside. Before recovering in the last two sessions, metals stocks had remained weak for some time, tracking the fall in the broader market. However, we maintain that such declines in the sector should be used as an opportunity to enter the market as long-term outlook remains positive. An expected fall in China's steel output in the coming months due to closure of capacities owing to the winter cuts is also expected the keep sentiment positive for the sector in the near term. Going forward we expect the imports to reduce as Chinese steel mills cut production, thus leaving room for the Indian steel players to recapture the domestic demand. Positive outlook for the metal stocks was also backed by the rollovers to the October series of derivative contracts. Metals remain long candidates for October series. However, caution in the broader market ahead of the fourth bimonthly monetary policy for 2017-18 and Nikkei Manufacturing PMI for September may cap the upside in metal stocks. Among specific stocks, stocks of Steel Authority of India are likely to inch up after having declined nearly 14% in last two weeks.

Tatasteel - Up
Coalindia - Up
Hindalco - Up
Jindalstel - Up
Jswsteel - Up

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Source : Cogencis Information Services Ltd.