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Wednesday 30 May 2018

Update on PFC

Subsequent to our initial recommendation, stock had fallen to 71-72. Thereafter stock has bounced back to 80-82 levels. Main reason for underperformance of PFC is FIIs who have sold in cash segment more than 5.50 Cr shares this month. We feel that selling by FIIs is nearing its end. PFC can rise sharply in coming weeks. Hence we advise to HOLD at least upto June expiry

*FY18 NP UP BY 381%*

Suryaamba Spg Mills

                      FY18  FY17

Sales            142.    132

Dep.               4.46.   4.04

PAT                 2.35    0.48

Equity             2.93

EPS.                8.00   1.66

CASH EPS.     23.20

BValue.           88.50

Suryaamba has reported BIG rise in margins. FY18 PAT spurts to 2.35cr Vs 48 Lacs *rising BY 381%*

Cash EPS Rs 23.20

_Mktcap only 24 cr Vs Sales of 24 cr_

Stock is trading @ 3.54xFY18CashEPS

Investment in Suryaamba can give 50% appreciation

DenOfWealth again on Dot:

1) DenOfWealth had estimated that TFCI NP can be substantially lower QoQ and even lower YoY. Now TFCI has declared NP of 10.43 Vs 17 Cr YoY and 23 Cr QoQ

2) PowerGrid: Denofwealth had estimated that co can report Q4 NP lower than Bloomberg estimates and flat QoQ. Now co has declared NP of 2004 Cr Vs 2040 QoQ and 2300 Cr Bloomberg

Monday 28 May 2018

CNBC :  Seems hand in glove with operators?

PFC : Update

On the date of result CNBC estimate 1400 Cr. When 24x7 they were shouting about 3 lac Crores stress of power sector, how they can estimate 1400 Cr for Q4? Should have estimated loss. And why don't CNBC disclose their estimates earlier like all others? Why only on day of result? So that they can adjust their estimates to play game of either side short or long.  And internal sources were expecting that *PFC will declare 800cr profit* Dice was already in place for Short.
When full year no's are declared, standard practice to compare full year and Q no's YoY. But CNBC screaming only QoQ.

THINK ABOUT THE CREDIBILITY : FEW NEWS ANCHORS TURN THE TABLE FOR Their GAIN