Finxpress - December 21, 2014

Page 1

FINXpress DECEMBER 21, 2014 | A FINNICHE INITIATIVE

Opinion

The finance club at IMT Ghaziabad is engaged in a constant endeavor to provide you with a practical exposure to the world of finance and the latest emerging trends in the related fields of Risk Management, Banking, Investments and non-finance topics.

Do write to us at: finniche.imt@gmail.com

The not-so-bright future of SpiceJet| 4

In Focus Russian Rouble

Term of Week

Crisis| 2

Deferred Revenue| 6

Tech World Personality Warren Edward Buffett |11

LG G Flex|12


December, 21 | 2014 | Volume 26

While seniors are busy with the preparation of their end term examination starting tomorrow, juniors are busy with their internal assessments and report submissions. We wish good luck to everyone for their exams. The common thing to everyone is bearing with the extreme cold of Delhi.

Russian Rouble Crisis

The not-so-bright future of SpiceJet

Deferred Revenue

Club FinNiche releases its weekly magazine FinXpress with the In Focus talking about the ‘Russian Rouble Crisis’. The Opinion gives an overview of ‘The not-so-bright future of SpiceJet’. The term of the week describes “Deferred Revenue", which means unearned revenue or income as product or service has not been reached to the customer but the payment has been received. Do have a look at the market section, Tech world which brings to you about LG G Flex and Personality of the week, Warren Edward Buffett.

Hope everyone likes the revamped version of magazine. Club FinNiche welcomes any comments, suggestions or criticism regarding the magazine. Please do write to us and share your ideas.

Happy Reading!

Warren Buffett

Regards The Editorial Team Club FinNiche

LG G Flex

Disclaimer: FinXpress takes no responsibility for the opinions expressed in the magazine.


- By Aditya Agrawal

Economic policies around the world are formed by the central banks, which more often than not work in a manner which can be

called slow-moving at best. Furthermore, the policy considerations usually are predictable US removed the restrictions placed on travel by Modi when he was elected PM

to a certain extent, and in coherence with the policy statements published in their policy review meeting. In this scenario, the 650 basis points rise in interest rate in the dead of the night spells out a crisis all over it. There are high indications that Russia is not headed towards a deep recession coupled with high

Agenda includes UNGA meet-

inflation. governed by these exports. The fall in price

ing, meeting with President

Obama, CEOs of US firms as

The background of this crisis in Russia starts

from the 2013 average of $108.66 to nearly $54

well as Indian Diaspora at the

off with its economy’s high dependency on oil

only shows the fragility of the economy. This

famed MSG

and gas firms. The Russian government has

though was not a one stop change, with their

high stakes in the energy firms present. This is

having been a strong consensus about the

further accentuated by the fact that more than

overall decline in

two third of the exports of the country is of

economy, throughout 2015.

the forecast for Russian

petroleum products and it constitutes almost 50% of the annual state budget. Oil prices

The second biggest concern for Russia is its

have been falling continuously over the past

foreign policy headache caused by its stand

few months, with prices having dipped by

on Ukraine. This resulted in various sanctions

almost 50% in the previous six months. This

being imposed on it by the America and the

decline of oil prices has reached a point

European Union. There has been substantial

wherein it has touched the $60 mark in the

financial sanctions, which has resulted in

past few days, a level which was seen for the

Russia struggling to borrow abroad. There is

last time in the midst of the previous financial

also an indication that this standoff may only

crisis. This has only resulted in the rouble

worsen, with America having agreed to

following the meltdown in its value.

supply weapons and equipment to troops in Ukraine. This action will only result in

Exports as a percentage of the GDP for Russia

escalation

is at 28%, with just oil exports in itself

situation though has escalated many folds

of

the

current

standoff.

The

contributing to as much as 39% of all exports,

from this generic scenario. If we see the

resulting in almost 11% of the GDP being

unfolding of events in the past week, we see


Article titled “A Renewed US-

that the price of Brent crude fell down by

consumed by the Russian people are

just 1%, but the value of rouble declined by

imported, and they have now doubled in

over 10%, the biggest drop since 1998. This

value, due to this crisis. This has initiated a

initiated the intervention of the Central

run on the bank deposits led by mass

Bank, with it using open market operations

hysteria. There are reports of long queues

and using $2 billion to buy rouble and also

outside banks and ATMs, as people try to

the mid night hike in interest rates by 6.5%.

take out whatever savings they have in the

But, even this did not help in the decline in

banks. This situation if it continues would

value of rouble, with it declining in value by

lead to a liquidity crisis in the country.

11% the next day.

There is also a sharp movement to buy hard

India Partnership for the 21st

goods, as they are now being viewed as the

Century�. Also releases a joint

This shock of failure of the Central bank has

only way out to preserve the value of

statement

key

sent the markets into hysteria, as they come

money. This though is leading to counter

aspects of strategic relation-

to the realization that the Central Bank does

situation wherein there is not enough

ship

not have infinite reserves of American

supply to cater to these demands.

focusing

on

Dollars, as was the conceived notion of Meets with 11 CEOs in a breakfast meeting and 6 CEOs face to face, the next day. Assures of stability in tax law

everyone. Furthermore, this shock in itself

Looking from the perspective of foreign

has the power to set off a chain of corporate

organizations, this situation is one which

failure.

they have not been able to cope up with. Even

though

demand

for

goods

has

The Russian rouble has been stabilized for

increased, but margins have declined on a

the time being at 60 to a dollar, but it has left

dollar basis. This can be quite clearly be seen

deep problems to be handled. The currency

from the case of Apple, which has stopped

in itself has lost almost half of its value in

selling its goods online in Russia, as it has

the last year, which has almost halved the

been unable to cope up with the loss in

Russian economy of $2.1 trillion to a mere

value of Rouble.

$1.1 trillion. This on a comparative basis, is just half of the GDP of California.

This situation is only slated to get worse,

with reports coming out that Vladmir Putin It has also resulted in the external debt of

had having met his advisers to find out

the various Russian banks and organizations

whether Russia could withstand a complete

ballooning to nearly 70% of the total output.

shutdown

This has resulted in a scenario wherein a

indications, he feels Russia can. If he does

downgrade of Russian bonds to the junk

continue with the current policies, Russia

category is only a matter of time.

may well be in for a crisis bigger than that of

from

the

West.

As

per

1998, and this would not just impact Russia, This crisis has not just restricted itself to the

but the global economy as a whole, as was

financial sphere, and has started affecting

quite clearly seen in the crisis of 2008, that a

the day to day life of its common people.

problem in one part of the world would

More

have its ripple effect worldwide.

than

half

the

consumer

goods


- By Yojana Ranasaria

In

December

when

SpiceJet, owned by Sun group of India is one

The aviation industry survives on debt and

of the low-cost airlines of India and was

maintains its working capital requirements by

recently in news as it announced its shutting

borrowing funds. The whole of aviation

down of operations due to shortage of funds

industry is debt stricken and exceptions are

and inability to pay debts.

only a few. In such a tight situation, the things

the

get worst for airline companies to face stiff

SpiceJet

competition from its peers. SpiceJet gave upto

had to cancel many planes on

50% discounts in festive season to match that

receipt

of a warning from

of its competitors and all this adds to the

Directorate General of Civil

burden of debt they are carrying. In December

Aviation (DGCA) of clearing its

when the situation got worst, SpiceJet had to

dues to the employees and

cancel many planes on receipt of a warning

crude oil companies

from Directorate General of Civil Aviation

situation got worst,

(DGCA) of clearing its dues to the employees and crude oil companies and as a penalty they were to fly on cash and carry mode which meant they can book an air slot only on immediate

payment

to

the

regulatory

authority. On December 17, it had to ground SpiceJet came into existence in May 2005 with

its fleet of planes because of inability to pay

its registered office in Chennai and corporate

dues.

office in Gurgaon. In a span of less than 10

operations the next day on extension of credit

years, it has been able to achieve the milestone

facility by Airport Authority of India till

of being the second largest airline by domestic

December, we are yet to see what lies ahead

passenger share. The roots of SpiceJet can be

for this company, is it going along the same

traced back to 1993, when industrialist S.K.

lines of Air India and with support from the

Modi found ModiLuft in association with

government and some blue-chip investors,

Lufthansa Airlines. The airlines shut its

has chances of survival or will face the same

operations in 1996 and the same was revived

fate as Kingfisher Airlines and be doomed in

by promoter Ajay Singh in 2004 with the

history.

Though

the

airlines

resumed

its

name SpiceJet.. Rise of global crude oil prices led to accumulated loss of 390 million in 2012

SpiceJet drama played out in times of distress

and has been making losses since except in

when the promoter Kalanithi Maran threw up

2013 when it returned to profits.

his hands in shortage of funds and the


Government pushing Ajay Singh, former

amount of current debt to the tune of

promoter to feed in money to revive the

around Rs. 3600 crores for which Singh and

airlines show political hue attached to it.

two other blue chips have joined to rescue the airlines by pooling money and pay off

The government has smoothened matters

its debt at the earliest.

and cleared the air by showing support to revive the airlines and urging Ajay Singh to

The cash-strapped airlines can also witness a

drive

steady

change in guard if private investors both

The cash-strapped airlines can

recovery. It has given suggestions like

domestic and foreign manage to pool in Rs

also witness a change in guard

extending ticket booking till March 31st,

1200 crores . If the investment comes

if

restoring credit lines which are offered by

through in this short span of time, the stake

domestic and foreign manage

Oil

and

will pass from media baron Kalanithi Maran

to pool in Rs 1200 crores. The

airport authorities and also asking bank for

to these potential investors. Through this

lending the distressed carrier.

fresh investment, the carrier with a market

private

investors

both

government has smoothened

the

airlines

towards

a

Marketing Companies (OMCs)

capitalization of Rs 600 crores will buy

matters and cleared the air by

equity to pay off its debt. The investment

showing support to revive the

will also help the carrier to save some cash

airlines and urging Ajay Singh

which can be utlised to maintain its future

to drive the airlines towards a

daily operations and the timing of such

steady recovery.

crisis is opportune in a way that crude oil prices has fallen down and the aviation industry is booming with many passengers preferring to fly. The decision to have a business class and shifting from all-economy model for its new aircrafts seems to be a bad business decision as it will only result in rising maintenance cost when the debts are already piling up according to sources and might be reverted. The support from Government and other investors is obvious in this situation as closure of the carrier will impact not only The no-frills carrier has a total debt of Rs.

investments in the aviation sector but will

1.236 crores out of which around 90 percent

dampen the overall investment climate of

is taken in the form of External Commercial

India. We are yet to see how things take turn

Borrowings (ECB). Also, it has a large

and what lies ahead for this carrier.


- By Shikha Sharma

Deferred revenue is important in accurate reporting of assets and

liabilities

on

a

Deferred revenue (also known as deferred

permit expenses and yearly support charges.

income, unearned income, or unearned wage)

Experts study inclines in conceded incomes of

is, in accrual accounting, money received for

such organizations for a superior sign of their

products or services which have not yet been

monetary execution.

conveyed.

per it

is

revenue as

Recording unmerited incomes on the wage

a liability until conveyance is made, at which

explanation, as opposed to as conceded

protects

time it is changed over into revenue

incomes

treating

principle,

the

company's balance sheet. It against

recognition

As

recorded

unearned income as an asset,

on

the

asset

report,

may

be

considered as forceful bookkeeping, as it

and guards against overvaluing

Progress instalments or unmerited income,

would have the impact of exaggerating

the company's net worth

recorded on the beneficiary's asset report as a

incomes.

risk, until the administrations have been

rendered or items have been conveyed.

Deferred

Deferred revenue is an obligation in light of

accumulated cost with the distinction that an

the fact that it alludes to income that has not

obligation to be secured later are products or

yet been earned, yet speaks to items or

administrations got from a partner, while

administrations that are owed to the client. As

money is to be paid out in a recent period,

the item or administration is conveyed after

when such cost is caused, the related cost

some time, it is perceived as income on the

thing is perceived, and the same sum is

wage explanation.

deducted from gathered costs.

For instance, an organization that gets a

The sentence above appears to clear up the

development

contrast

instalment

of

$100,000

for

revenue

between

offers

deferred

qualities

revenue

with

and

conveyance of an item would book it as

gathered cost, yet it is truly befuddling to

deferred revenue on its asset report. When it

clarify it along these lines. To clear up it in a

conveys

the

clearer manner, we may say: Deferred pay

organization would exchange the $100,000

offers qualities with gathered cost with the

from

distinction that conceded wage (the cash that

the

the

item

conceded

to

the

income

client, record

to

customary income on its wage proclamation.

an organization got ahead of time) shows the products

and

administrations to its clients,

the

Programming organizations by and large

organization owed

have sizable measures of deferred revenue on

collected cost demonstrates the cash an

while

their asset reports, commonly speaking to

organization owed to others.


INDIAN MARKETS

Oil closed up as much as 5

The BSE Sensex and Nifty rose for a second consecutive day on Friday. Gains also tracked Asian shares that enjoyed their best day in 15 months after Wall Street boasted its biggest two-day advance since late 2011 amid relief the Federal Reserve was in no rush to withdraw stimulus from the U.S. economy. Investors remained encouraged after the cabinet approved a constitutional amendment bill on Wednesday to rationalise state and central indirect taxes into a harmonised goods and services tax (GST). Still, for the week, the shares ended flat to slightly higher after two previous weeks of declines as a slump in the Russian rouble sparked fears of financial contagion earlier in the week.

percent on Friday, its biggest

Open

High

Low

Close

gain in over two years, as

SENSEX

27,136.28

27,472.59

26,502.63

27,371.84

some traders took profits on

NIFTY

8,160.75

8,259.10

7,969.40

8,225.20

short positions after prices this week hit their lowest since

BSE SENSEX

2009

Energy and materials sectors were leading the gains on Friday

and

throughout

week,

as

investors

the were

betting that the bottom in oil prices might be in sight Energy

sector

stocks

in

particular jumped nearly 10% over the past week, while materials gained 5%

CNX NIFTY


COMMODITIES Commodity

Unit

Rs / Unit

% Change

Gold

10 grams

26,965.00

+0.56

Silver

1 kg

36,700.00

+0.40

Crude Oil

1 bbl

3,578.00

+0.31

EXCHANGE RATES INR/ 1 USD

63.07

INR /1 EURO

77.46

INR/ 100 JAPAN YEN

52.80

INR / 1 POUND STERLING

98.73

INTERNATIONAL MARKETS Open

High

Low

Close

NYSE Comp

10,535.52

10,919.51

10,360.03

10,890.24

NASDAQ

4,679.76

4,793.24

4,653.60

4,653.60

S&P 500

2,005.03

2,077.85

1,972.56

2,070.65

FTSE 100

6,300.60

6,566.90

6,144.70

6,545.30

CAC

4,094.46

4,291.20

3,926.34

4,241.65

DAX

9,599.82

9,901.26

9,219.05

9,786.96

NIKKEI 225

17,099.40

17,621.40

16,672.94

17,621.40

SSE 50

2,680.16

2,937.65

2,680.16

2,937.65

Hang Seng

22,977.84

23,189.60

22,529.75

23,116.63


Govt hikes import tariff value on gold and silver The government on Tuesday (December 16) raised import tariff value on gold to USD 396 per 10 grams and on silver to USD 561 per kg in line with volatile global price trends. The tariff value on imported gold was at USD 388 per 10 grams and silver at USD 540 per kg in the first fortnight of the current month.

The company secured a repeat order

from

Sri

government,

Lankan

through

the

company's distributor in Sri Lanka,

David

Pieris

Motor

Company, for the supply of 1.25

lakh

Discover-125M,

units

of

which

the

company expects to execute in next 3-4 months

Globally, gold and silver prices have been volatile in the last few weeks. In London, gold prices rose on Tuesday 0.53 percent to USD 1,199.80 per ounce, while silver rates too increased to USD 16.22 per ounce. In the domestic market, gold prices however showed a decline. Gold was sold at Rs 27,200 per 10 grams and silver at Rs 37,050 per kg in the national capital on Tuesday. Govt tables mid-year review in Parliament, FY15 growth seen at 5.5% India's GDP is expected to rise to 5.5 percent in the current fiscal from 4.7 percent last year on back of improving macro-economic situation, says the Finance Ministry's Mid-Year economic review which also flagged fiscal challenges like subdued revenue collections. The review projected that 7-8 percent economic growth was "within reach" in the coming years and said inflation has fallen dramatically and that declining oil prices will help in containing CAD at around 2 percent of GDP.

Microsoft's CityNext service will empower citizens in Surat with

The 'Mid-Year Economic Analysis 2014-15' tabled in Parliament also assumed that the Reserve Bank would maintain status-quo in the interest rate till March 2015 and a stable outlook for rupee. Industry has been demanding cut in interest rate amid slowing industrial production.

open data and digital way of accessing

civic

services,

Government approves 8.75% interest rate on provident fund deposits for 2014-15

thereby making Surat a Smart City.

Over five crore subscribers of the EPFO will get 8.75 per cent interest this fiscal on their provident fund deposits - the same rate as the previous year. "Finance ministry has ratified the decision of the EPFO's central board of trustees (CBT) to retain 8.75 per cent rate of interest for the current fiscal," said a source. The rate was same in the previous year, 2013-14, when it was raised from 8.5 per cent in the 2012-13 fiscal. Tata's Vistara airline to fly from January 9 Tata's full service carrier in partnership with Singapore Airlines Vistara to fly from January 9 by operating daily flights to Mumbai and Ahmedabad from Delhi. Regulatory authority DGCA on Monday granted the air operator permit to Vistara to begin its commercial operations across the country.


Indiabulls Settles Case With Sebi with Rs 1 Crore Payment Indiabulls Securities has settled a case related to alleged non-compliance of stock broker norms after payment of Rs 1 crore to the market regulator Sebi as consent settlement charges. The Securities and Exchange Board of India (Sebi) had begun adjudications proceedings against Indiabulls Securities in relation to certain alleged irregularities by the stock broker.

The Finance Ministry today said there were as many as 213 cases of service tax evasion relating to BCCI/IPL, involving Rs 261.64 crore between 200910 and May 6, 2014

MTNL has raised Rs 3,768.97 crore in FY 2014-15 i.e. Rs 2,268.90 crore on November 28, 2014 and Rs 15,00.07 crore on November 19, 2014 by selling bonds

However, the regulator has now agreed to dispose off the pending adjudication proceedings after a consent settlement. The regulator's inspection of Indiabulls Securities' records during November 2006 had found certain irregularities in the broker's business operations such as failure to maintain proper records pertaining to investor complaints and appointment of unregistered sub brokers in the guise of "marketing associates". While adjudication proceedings were in progress, the broker made a proposal to settle the matter on payment of Rs 1 crore under Sebi's consent order mechanism. Subsequently, the proposed consent terms and settlement amount were approved by Sebi's High Powered Advisory Committee (HPAC) as well as by a panel of the regulator's whole time members, following which Indiabulls remitted the amount. Dr Reddy's acquires Habitrol brand City-based drugmaker Dr Reddy's Laboratories has acquired Habitrol brand, a nicotine replacement therapy transdermal patch, from Novartis Consumer Health Inc. According to a statement issued by the drug major, the acquisition of Habitrol brand (an over-the-counter nicotine replacement therapy transdermal patch) from Novartis Consumer Health Inc was done following issuance of the proposed consent order from the US Federal Trade Commission (FTC) on November 26.

FM Jaitley presents GST Bill in Lok Sabha, says interests of States taken care of The much-awaited Goods and Services Tax (GST) Bill, which provides for an overhaul of the taxation system, was introduced in the Lok Sabha on Friday with the government saying concerns of all the States have been taken care of and they would benefit from the win-win measure. Finance Minister Arun Jaitley said the Constitution (122nd Amendment) Bill will be taken up in the Budget Session of Parliament and that he will be open to all suggestions till the very last minute. Introducing the contentious GST Bill, which was cleared by the Cabinet on Wednesday (December 17), Jaitley said, "We have made sure that no State will lose a rupee of revenue. It will be a win-win situation."


Early Life Warren Buffett developed a knack of financial and business matters. At 11 years old, he started investment is stock markets.

30h August, 1931

University of Nabraska-Lincoln, Colombia Business School

-Ranked wealthiest person in

2008 with estimated net worth of US$62 billion and as third wealthiest in 2011 -In 2012, Times named Buffett one of the most influential person

Warren Buffett, known as the “Oracle of Omaha”, is an investment guru and is one of the most respected and influential businessman in the world. Buffett is the chairman, CEO and the largest shareholder of Berkshire Hathaway. Warren Buffett is known for this adherence to value investing and his personal frugality despite his immense wealth. He is also a well known philanthropist and in 2006, announced that he would give 99% of this fortune to a charity particularly through Gates Foundation. Warren Buffett was the lone insurance police for Pepsi’s Billion Dollar Sweepstakers.

Business Career After completing Bachelor of Science in business administration from university of Nabraska-Lincoln, he is enrolled to Colombia University to learn from two well known securities analyst David Dodd and Benjamin Graham. In 1990, Buffett became a billionaire by selling class A shares with market closing at US $7,175 a share. In 2014, the price of Berkshire Hathaway hit US$200,000 per share for first time, and thus the net capital of the company hit US$328billion. Being an investment powerhouse, warren Buffet suggested 6 things which should be done with money in 2015: 1. Index funds should be chosen for investment 2. Avoid Bitcons 3. Learn how to read financial statements 4. Avoid greed, focus on savings and not getting rich quickly 5. When stock prices drop—Buy and avoid selling 6. Stop pretending to be an expert As per Warren Buffet, it is hard to predict about equities in the next 17 years, but considering the recent market it is better to pick the securities with most probable return, from appreciation and dividends combined.


- By J. Sindhuja

LG Electronics

LG G

Android 4.2.2” Jelly bean

Qualcom snapdragon 800

LG is a champion of innovation with more than six decades of consumer electronics experience around the globe and has now leveraged that expertise, and changed the very shape of the smartphone category by creating the new G Flex, the world’s first curved and flexible smartphone. G Flex represents the latest in OLED (organic light-emitting diode) screen technology which was borrowed from LG’s growing expertise in curved OLED TVs. G Flex brings you a curved form factor that fits in the palm of your hand ,the shape of your face. It is powered by a unique, new, long-life type battery which flexes along with the phone. State-of-the-art materials are used inside and out in manufacturing the device, which enables it to perform feats no other smartphone can perform. Features G Flex’s 6.0” Curved OLED screen fills your field of vision for a more immersive, panoramic viewing experience. G Flex follows the curvature of your face, and provides an

outstanding voice and sound experience. It’s perfect for watching movies or playing games when held in landscape position. LG G Flex uses the Qualcomm Snapdragon 800 2.26 GHz Quad-Core Processor, an intensely fast CPU for smooth and seamless operations. It enables the operating of multiple apps open at once. The 13-megapixel camera captures all of life’s moments , including crisp night time photos and precise action shots. A simple knocking gesture is all it takes to wake G Flex’s display without picking it up or pressing the power key. It has the great feature of sensing the gesture and turns the display on or off automatically. QuickTheater is the other feature that gives you direct access to your photos, videos and youtube by just holding the Flex and use two thumbs to open the screen. The only limitation is that flexibility is limited and may be bent flat up to 180 degrees for a limited period of time only.



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