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Monday, 2 April 2018

CAPITAL STARS UPDATE :CORPORATE NEWS 02nd APRIL 2018


CAPITAL STARS



TVS Motor stock surges ovre 7% on strong March 2018 sales
TVS Motor Company Limited (TVSM) reported a strong volume performance across all segments, logging growth of 27% yoy in March 2018. The company sold 3, 26,659 vehicles in March 2018 against 2, 56,341 vehicles in March 2017.
Three wheeler volumes more than doubled in March 2018, motorcycles and scooters grew 40% yoy and 20% yoy respectively. After seeing weak or single-digit growth in 11 months of the current financial year (11MFY18), mopeds staged a comeback with a 13% yoy volume growth. However, it needs to be seen if the trend is sustainable, hence we will keep an eye on growth trend of the moped segment in the months to come.
The next few months could see benefits of low base kicking in, helping moped sales volume growth. During the quarter Q3FY18, TVSM launched the Apache RTR 310, which could have propelled motorcycle sales volumes in March 2018. Exports, which contribute 18% to total volumes were up 55% yoy, while domestic sales were up 23% yoy.

ICICI Bank clarifies on report of probe by ED; Stock slips over 6%
Shares of ICICI Bank is trading lower by 6% on the BSE. The bank has clarified on news item which appeared in the Business Standard newspaper on April 2, 2018, captioned “ED initiates enquiry into ICICI- Videocon loan case”.
It has not received any communication from the Enforcement Directorate enquiring about the loan it gave to Videocon Group, ICICI bank said in the BSE filing.

BHEL bags Rs4,400cr order for Supercritical Power Plant in UP
Bharat Heavy Electricals Ltd (BHEL) has bagged a major order for setting up a 1x660 MW supercritical thermal power plant in Uttar Pradesh.
Valued at approximately Rs4, 400cr, the order has been placed on BHEL by Uttar Pradesh Rajya Vidyut Utpadan Nigam Ltd (UPRVUNL).
BHEL has been a major partner in the power development program of Uttar Pradesh. Significantly, over 70% of the state’s power generating capacity, aggregating to more than 17,800 MW, has been installed by BHEL. Notably, 7,210 MW, which is 92% of the total thermal capacity addition during the last 6 years in the state, has been contributed by BHEL.

Hero MotoCorp reports highest ever monthly sales in March 2018, stock up 2.6%
Hero MotoCorp Limited (HMCL), the world’s largest two-wheeler manufacturer, reported sales of 7, 30,473 vehicles in March 2018, a growth of 20% yoy. The company had sold 6, 09,951 vehicles in March 2017. The volume number reported by HMCL was significantly higher than the street estimate of 6, 70,000. This was the highest ever monthly sales number reported by the company till date.
The company closed the fiscal year (FY18) with a volume of 75.8 lakh units. This too was the highest annual volume figure for the company. The company commenced construction of its eighth manufacturing facility in March 2018 at Chittoor in Andhra Pradesh. With this facility, HMCL’s total installed capacity will go up from 92 lakh units currently to 1.1 crore units. HMCL has lined up four new launches in FY19; two motorcycles (Xtreme 200R and XPulse) and two scooters

Dr. Reddy’s files NDA for anti-migraine candidate
Dr Reddy's has announced that its subsidiary Promius Pharma has filed a new drug application (NDA) for its anti-migraine treatment candidate DFN-02.
DFN-02 is a novel intranasal spray formulation which contains Sumatriptan 10mg and Intravail which contains DDM i.e. 1-O-n-Dodecyl-β-D-Maltopyranoside, a chemically synthesizable transmucosal absorption enhancement agent.
This combination makes absorption of Sumatriptan in the blood circulation faster than the currently available subcutaneous Sumatriptan. In the clinical trials, DFN-02 reported more rapid absorption profile than commercially available intranasal Sumatriptan 20mg. The safety and tolerability were also comparable to subcutaneous sumatriptan.


TVS Motor stock surges ovre 7% on strong March 2018 sales
TVS Motor Company Limited (TVSM) reported a strong volume performance across all segments, logging growth of 27% yoy in March 2018. The company sold 3, 26,659 vehicles in March 2018 against 2, 56,341 vehicles in March 2017.
Three wheeler volumes more than doubled in March 2018, motorcycles and scooters grew 40% yoy and 20% yoy respectively. After seeing weak or single-digit growth in 11 months of the current financial year (11MFY18), mopeds staged a comeback with a 13% yoy volume growth. However, it needs to be seen if the trend is sustainable, hence we will keep an eye on growth trend of the moped segment in the months to come.
The next few months could see benefits of low base kicking in, helping moped sales volume growth. During the quarter Q3FY18, TVSM launched the Apache RTR 310, which could have propelled motorcycle sales volumes in March 2018. Exports, which contribute 18% to total volumes were up 55% yoy, while domestic sales were up 23% yoy.

ICICI Bank clarifies on report of probe by ED; Stock slips over 6%
Shares of ICICI Bank is trading lower by 6% on the BSE. The bank has clarified on news item which appeared in the Business Standard newspaper on April 2, 2018, captioned “ED initiates enquiry into ICICI- Videocon loan case”.
It has not received any communication from the Enforcement Directorate enquiring about the loan it gave to Videocon Group, ICICI bank said in the BSE filing.

BHEL bags Rs4,400cr order for Supercritical Power Plant in UP
Bharat Heavy Electricals Ltd (BHEL) has bagged a major order for setting up a 1x660 MW supercritical thermal power plant in Uttar Pradesh.
Valued at approximately Rs4, 400cr, the order has been placed on BHEL by Uttar Pradesh Rajya Vidyut Utpadan Nigam Ltd (UPRVUNL).
BHEL has been a major partner in the power development program of Uttar Pradesh. Significantly, over 70% of the state’s power generating capacity, aggregating to more than 17,800 MW, has been installed by BHEL. Notably, 7,210 MW, which is 92% of the total thermal capacity addition during the last 6 years in the state, has been contributed by BHEL.

Hero MotoCorp reports highest ever monthly sales in March 2018, stock up 2.6%
Hero MotoCorp Limited (HMCL), the world’s largest two-wheeler manufacturer, reported sales of 7, 30,473 vehicles in March 2018, a growth of 20% yoy. The company had sold 6, 09,951 vehicles in March 2017. The volume number reported by HMCL was significantly higher than the street estimate of 6, 70,000. This was the highest ever monthly sales number reported by the company till date.
The company closed the fiscal year (FY18) with a volume of 75.8 lakh units. This too was the highest annual volume figure for the company. The company commenced construction of its eighth manufacturing facility in March 2018 at Chittoor in Andhra Pradesh. With this facility, HMCL’s total installed capacity will go up from 92 lakh units currently to 1.1 crore units. HMCL has lined up four new launches in FY19; two motorcycles (Xtreme 200R and XPulse) and two scooters

Dr. Reddy’s files NDA for anti-migraine candidate
Dr Reddy's has announced that its subsidiary Promius Pharma has filed a new drug application (NDA) for its anti-migraine treatment candidate DFN-02.
DFN-02 is a novel intranasal spray formulation which contains Sumatriptan 10mg and Intravail which contains DDM i.e. 1-O-n-Dodecyl-β-D-Maltopyranoside, a chemically synthesizable transmucosal absorption enhancement agent.
This combination makes absorption of Sumatriptan in the blood circulation faster than the currently available subcutaneous Sumatriptan. In the clinical trials, DFN-02 reported more rapid absorption profile than commercially available intranasal Sumatriptan 20mg. The safety and tolerability were also comparable to subcutaneous sumatriptan.



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* CapitalStars Investment Adviser: SEBI Registration Number: INA000001647




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