Tuesday, 30 April 2019

Market Live: Sensex, Nifty open flat with negative bias; Yes Bank tumbles 27%


Market Opens: It is flat start for the Indian Indices on April 30. The Sensex is down 60.31 points at 39007.02, while Nifty is down 27.20 points at 11727.50. About 351 shares have advanced, 409 shares declined, and 61 shares are unchanged. 

Maruti Suzuki, Yes Bank, Bharti Infratel, IndusInd Bank, Hero Motocorp, DHFL, L&T, PNB Housing, are among major losers on the indices, while gainers are ONGC, Grasim Industries, Wipro and Tech Mahindra.

Among sectors, Bank Nifty is under pressure with a fall of 1 percent. Auto and metal stocks are also trading lower.

Market Opens: It is flat start for the Indian Indices on April 30. The Sensex is down 60.31 points at 39007.02, while Nifty is down 27.20 points at 11727.50. About 351 shares have advanced, 409 shares declined, and 61 shares are unchanged. 

Maruti Suzuki, Yes Bank, Bharti Infratel, IndusInd Bank, Hero Motocorp, DHFL, L&T, PNB Housing, are among major losers on the indices, while gainers are ONGC, Grasim Industries, Wipro and Tech Mahindra.

Among sectors, Bank Nifty is under pressure with a fall of 1 percent. Auto and metal stocks are also trading lower.

Rupee Opens: The Indian rupee gained in the early trade on Tuesday. It opened higher by 17 paise at 69.84 per dollar on Monday versus 70.01 Friday.

Market at pre-open: Benchmark indices are trading flat with positive bias in the pre-opening session on Tuesday.

The Sensex is up 27.60 points or 0.07% at 39094.93, and the Nifty down 4.70 points or 0.04% at 11750.00.

Yes Bank fell 10 percent in pre-opening trading.

Asian markets trade lower: Shares in Asia fell on Tuesday despite another record high close for the S&P 500, as investors await a US Federal Reserve policy decision for clues of whether it will continue to take a "patient" approach to interest rate policy.

Brokerages View: Source: CNBC-TV18

CLSA on Hero Motocorp

Retain sell call, target cut to Rs 2,375 from Rs 2,400 per share
2-wheeler demand has weakened post the new insurance norms in September 
Cost push from regulatory changes over next 1-year will be a further drag

PhillipCap on Hero Motocorp

Maintain neutral, target raised to Rs 2,811 from Rs 2,700 per share
2-wheeler yet to recover from negative impact of insurance & safety regulations

Jefferies on Hero Motocorp

Hold Rating, target raised to Rs 2,530 from Rs 2,550 per share
Q4 result largely in-line with margin of 13.6%

Morgan Stanley on Hero Motocorp

Underweight call, target at Rs 2,459 per share
EBITDA growth may be weak due to competitive & regulatory pressures
Key to monitor will be market share in scooters & premium bikes

Credit Suisse on Hero Motocorp

Outperform call, target at Rs 2,920 per share
Subdued Q4; weakness likely to continue but valuations favourable

CITI on Hero Motocorp

Buy Call, target cut to Rs 3,250 from Rs 3,350 per share
Cut FY20 EPS estimates by 10% due to subdued vol growth expectations & lower margin
FY21 EPS estimates are increased by 4%, reflecting effective pricing strategy

Nomura on Hero Motocorp

Neutral call, target at Rs 2,725 per share
Q4 in-line; demand outlook remains weak 

Macquarie on Hero Motocorp

Outperform call, target at Rs 3,000 per share
PAT declined due to production cuts to correct elevated channel inventory 

Nomura on HDFC Life

Protection & annuity growth strong
Valuations remain our only constraint
Maintain neutral call, target raised to Rs 435 per share

Morgan Stanley on HDFC Life

One of the best plays on India's insurance story in the medium term
FY19 saw strong VNB growth helped by continued performance in protection/annuities 
Equal-weight call, target at Rs 380 per share

Macquarie on HDFC Life

Neutral call, target at Rs 400 per share
Falling wallet share from HDFC Bank drags Q4 
Reported 17% YoY growth in APE, led by a 3.5x rise in group APE 

Macquarie on Yes Bank

Double-downgrade to underperform, target cut to Rs 165 from Rs 231 per share
Cut EPS estimate by 45%

Deutsche Bank on Yes Bank
Buy call, target cut to Rs 245 from Rs 330 per share
Q4 was a clean-up act; may see softer earnings in the near term

Credit Suisse on Yes Bank

Neutral Call, target at Rs 205 per share
Cut EPS estimate by 50% 
Q4FY19 indicates commencement of clean-up process

CITI on Yes Bank

Downgrade to sell, target cut to Rs 180 from Rs 240 per share
Co faces twin challenges of profitability & capital

HSBC on Yes Bank

Downgrade to reduce, cut target to Rs 164 from Rs 243 per share
Reported its first quarterly loss since FY06 
Asset quality deteriorated significantly

Morgan Stanley on Yes Bank

Underweight call, target cut to Rs 125 from Rs 160 per share
Expect a gradual turnaround under the new CEO
See 0.7-0.9% ROA in next 3 years

Credit Suisse on Sun Pharma 

Downgrade to neutral, target cut to Rs 470 from Rs 515 per share
Cut FY19-21 EPS estimate by 7-10%

S&P 500 hits record high: The S&P 500 set an intraday record high on Monday, bolstering the view that the decade-long bull market has further to run, after consumer spending rose in March and inflation data was benign.

SGX Nifty: Trends on SGX Nifty indicate a negative opening for the broader index in India, a fall of 27.5 points or 0.23 percent. Nifty futures were trading around 10,842 - level on the Singaporean Exchange.

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Source: Moneycontrol

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