Finxpress feb14

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EDITORIAL I S S U E

1 5

F E B R U A R Y

1 4 ,

2 0 1 6

IMT prepares for Chakravyuh !! With

CONTENT Underperforming SBI

successful

closure

of

TEDxIMTGhaziabad,

IMT

college is elated to host teams coming from all over the nation.

Indian Stock Market Fall | 4

it was a insightful game for each one you. We congratulate the winners of Nivesh Mantra'16 and wish all the best to the participants and finalist of Koncentrix . As always we are ready with insightful national and international articles and much more at your disposal. Club FinNiche welcomes any comments, suggestions or criticism regarding the magazine. Please do write to us and share your ideas.

MARKET | 11

Happy Reading!

FIN-WORD | 12 STARTUP TRACKER | 13

Regards

SPONSORS | 14

Club FinNiche

1

landmark.

The club FinNiche thank all the participants of ICICI virtual trading competition and hope that

South Korea cuts utilities of InterKorean Industrial Complex | 9

PAGE

another

As with 10 days left for the 24th edition of much awaited sports event “CHAKRAVYUH“,

to provide solace in long run | 2

Sunpharma to seek US FDA reinspection on next fiscal quarter |7

achieved

The Editorial Team


NATIONAL B Y

A B H I N A

P A N D A

Underperforming SBI to provide solace in long run SNIPPETS 

Downfall of SBI

The continued chaotic performance of the

for bad debts– stand taken by Reserve

country’s largest public bank

Bank of India.

somewhat

resembles the shambolic situation faced by

This is not the end . Next quarter should

Promising state

Brazil in the 2014 football WC semifinal

expect similar numbers for SBI whose

of affairs

against Germany.

stock positioned itself at 9 %, while

SBI stock –9%

The past week witnessed the worst trading

benchmark Sensex declined 6.6% and

week for the market in some seven years

shares of HDFC Bank fell 8 %.

Benchmark

and the sell off in the domestic market led

On Friday, the market cap of SBI was

to complete surrender by the SBI as the

almost equivalent to

benchmark Sensex lost 1630 points of its

bank Kotak Mahindra Bank. However,

value. The market reached a steeper

analysts and sectoral experts are not yet

support on Thursday when the 30-stock

willing to give up on SBI and ask everyone

gauge lost 800 points– its 11th biggest

to watch out for its stock.

decline in history.

The cost of liabilities of public sector

SBI, however, attributed this to the 62%

bankswill be reduced by the introduction

decline in net profits—which was its

of market-linked small savings rate which

lowest five year decline . This profit decline

will kickstart from April 1.

sensex-6.6% 

HDFC Bank-8%

Clearing of bad

that of mid-sized

loans positions

could be associated to higher provisioning

PAGE

2


PAGE

3

Some investors are also of the view that

and focus on core operating profitability.

the reduction of write-offs would result

Thus, the bottom line is to study the

in substantial starting in first quarter of

current downtrend to understand the

next financial year. Hence they are

fundamentals of the SBI stock. Just wait

advising to buy this stock at the present

for one more quarter and keep patience.

time so as to improve returns.

Observe the adjusted real book value,

SBI is most preferred because of its

see how far the books get cleaned and

lowest NSL at 6.4%, better PCR of 65%

then enter the stock.


NATIONAL B Y

B H A G I R A D H

S I S T A

Indian Stock Market Fall SNIPPETS 

Weak Global Cues

22,951.83, while Nifty settled 239.35

Disappointing SBI results: Bleak Q3

points

numbers from SBI, India’s largest lender,

down

at

6,976.35.

The

BSE

also

points, down at 22,930.04. The 50-share

afternoon trade. State Bank of India on

index NSE Nifty was down 240 points at

Thursday posted 67 per cent decline in

Unexpected

6,975.25 at 3.03 pm 11 February 2016.

consolidated profit to Rs 1,259.49 crore

results of SBI

Bears

on

for the third quarter ended December 31,

domestic equity markets as the BSE Sensex

2015-16, on account of higher provisioning

fell over 800 points on Thursday and Nifty

for bad loans. The SBI Group had

fell below the psychological mark of

registered a net profit of Rs 3,828.20 crore

7,000. Sensex tanked 807.07 points to end

in the October-December quarter of the

at 22,951.83, while Nifty settled 239.35

2014-15 fiscal.

points down at 6,976.35.

Falling crude: Oil slid on Thursday,

Below are some of the reasons why stock

dented by record US crude inventories at

markets fell on 11 Feb 2016.

the Cushing delivery point, worries about

Weak Global Cues: Following weak US

the demand outlook, and as Goldman

and Asian markets, Indian stock market

Sachs said prices would remain low and

opened in red on Thursday. Sell-off in

volatile until the second half of the year. In

European shares in early deals also dented

a sign that producers are still competing

market sentiments back home. A top

for market share by lowering prices, Iran

European share index plunged to its lowest

offered its crude to Asia at a discount to

level in 2-1/2 years on Thursday, led down

rival OPEC producer Saudi Arabia. Brent

by a renewed slump in banks and miners,

crude futures were down 31 cents at

with

$30.53 per barrel at 0850 GMT.

Crude Oil Slump

said she saw risks to the US economy.

Sensex was trading over 3 per cent, or 828

US Fed Statement

Sensex tanked 807.07 points to end at

Selling pressure in investors

expanded

Societe

their

footprints

Generale

sliding

after

mood

in

the

Selling pressure: High selling in power,

US Fed statement: Fed Chair Janet

realty and metal stocks contributed in the

Yellen kept options open for more US rate

market fall.

expect

to

reverse

the

rate

hike

programme that began in December but

4

market

disappointing results.

hikes. Yellen told Congress she does not

PAGE

affected


But analysts advised investors against

with the Fed chief 's comments on

deploying

slowdown in the Chinese economy,

all

their

cash

in

search

of potential winners.

uncertainty about China's currency policy

"The worst may not be over for the

and global market volatility.

market in the short term due to

Renewed

growing

global

banking industry are also keeping the

economic growth outlook, actions of

investors on the edge. Kotak's Prasad

central banks and China," said Sanjeev

said redemptions in emerging market

Prasad,

funds remain high, which will continue to

concerns

co-head

around

(strategy),

Kotak

concerns

weigh

to a 29-month low against the dollar,

especially

ending at 68.30 — down 0.65% from

institutional investors net sold shares

Wednesday's

local

worth Rs 1,100 crore on Thursday. So

currency is fast approaching its all-time

far in February, these investors have

low of 68.85, touched on August 28

pulled Rs 28,000 crore out of Indian

2013.

equities.

"As

long

as

the

The

global

risk-off

the

blue

They

stock

Europe's

Institutional Equities. The rupee plunged

close.

down

over

chips.

sold

stocks

market, Foreign

worth

Rs 83,200 crore in January.

continues, the rupee will remain under

PAGE

5

pressure. It started with concerns over

BROAD-BASED FALL

China and the exit of Gulf money, and

The bear domination was broad-based

now markets are so volatile it's difficult

with losers outnumbering gainers 2403:

to take a call," said Ashish Vaidya, head of

288

trading, treasury and markets at DBS

Exchange. The midcap index fell 3.3% and

Bank. Vaidya of DBS Bank cautioned that

the small-cap index dived 4.6%. On the

the rupee may fall to a record low.

exchange, 57 stocks slumped to all-time

Global markets were deep in the red on

lows, while 402 hit 52-week lows. Fund

Thursday after US Federal Reserve Chair

managers said worries about bad debts in

Janet Yellen highlighted risks to global

the

economy and ruled out a reversal of the

continue to weigh down shares of

rate-hike

lenders

cycle

which

started

in

on

the

domestic and

Bombay

banking the

Stock

industry

broader

will

market.

December. Though Yellen hinted at the

On Thursday, State Bank of India closed

possibility of a delay in interest rate

almost 3% lower, but off the day's lows,

increases on account of a hazy economic

after the lender's net profit in the

outlook, investors appeared to be fixated

December quarter fell 62% on account


of higher provisions. Most of the state-

"They could be significantly higher than

owned banks have reported a sharp spike

current levels over the next 9-12

in the bad loans in the third quarter of

months," he said. Others such as Pankaj

the financial year.

Sharma, head (equities), Equirus Capital,

"Some of the results from public sector

said buying stocks now is akin to catching

banks have added to the negative

a falling knife. "We will continue to see

sentiment because NPA (non-performing

the same volatility and dependence on

assets) issues have clearly jolted the

external variables would remain very

market," said Harsha Upadhyaya, CIO

high. Valuations may be good but that

(Equity),

Management.

itself is not sufficient for markets to

Analysts and brokers are divided on

perform," said Sharma. "Existing investors

whether the investors should purchase

should wait for a while. Don't try to

stocks at this point or not. Kotak's

catch falling knives like what we have

Prasad

seen with PSU (public sector) banks."

Kotak

said

Asset

large-cap

stocks

have

corrected sharply to attractive levels.

PAGE

6


INTERNATIONAL B Y

V I K A S

G U P T A

Sunpharma to seek US FDA reinspection on next fiscal quarter SNIPPETS

Sun Pharmaceutical Ltd, India’s

Business, and Emerging Markets, which

largest drug maker has recently stated that

include Active Pharmaceutical Ingredients

it would request for a re-inspection by US

(APIs).

Food and Drug Administration (FDA)

operations are focused on the following:

during the first quarter of the next fiscal

Generics

year ie. till June.

Branded generics

About Sun Pharmaceuticals Ltd.

manufacturing

Specialty Products

Over-the-counter products

1983 in Vapi, Gujarat, Sun Pharmaceuticals

Anti-Retroviral Ingredients

Active

is

currently

India’s

largest

drug

manufacturer offering medicines for a plethora of diseases. It has more than 21 manufacturing facilities in India , and it is globally present across five continents. Gaining

expertize

in

making

generic drugs over the years,

the

company’s market includes US, which includes

Western

Europe,

Canada,

Australia, New Zealand and other markets; Indian 7

Company's

in

Founded by Dilip Shanghvi

PAGE

The

Branded

Generics

Business,

including Global Consumer Healthcare

Pharmaceutical

Ingredients

(APIs). Problems with US FDA It is worthwhile that the U.S. market has been one of the most profitable ones for the

company.

The

company

entered

troubled waters when the US FDA, after the inspection of its manufacturing facilities gave a warning in September 2014 stating violation of manufacturing practices; giving them an opportunity to undo


the damage. However exactly an year

by 7% in the third quarter due to

later, an approval of SunPharma for

currency

anti-epilepsy drug was withdrawn citing

remedial measures, Sun Pharma plans to

poor standards in the Halol (Gujarat)

ask the US health regulator for an

plant. Two months later, the company

inspection in the first quarter of the next

received an ‘Official Action Indicated”

fiscal year. The US FDA warning letter

notification from the FDA mentioning

included state of the walls, ceiling and

about

floors; many of which were having leaks.

the

manufacturing

deviation practices.

from

good

8

taken

The letter also stated about the lack of

December 2015,the Halol manufacturing

authorization over the computerised

unit got a warning letter from FDA.

control system in the plant—which

the

company

surpassed the expected revenues during

PAGE

Having

in

A l th o u g h

Finally

volatilities.

means that the manufacturing process can be easily tampered with.

the third quarter of 2015, its business

"Our investigator documented

from U.S. reduced by 11% year on year

the presence of leaks in the form of

basis. As per the company, the supplies

water stains and ceiling damage in the

from the Halol plant are gradually

parenteral manufacturing area personnel

increasing..

corridor",

“We have undertaken some incremental

While the company is confident of

remedial measures to address the issues,

getting the requisite clearance the next

and we are progressing well on their

time, it would be interesting to see how

implementation” said Shanghvi.

the business gets affected till then and

SunPharma’s emerging markets sales fell

thereafter.

the

letter

had

said.


INTERNATIONAL B Y

A B H I S H E K

G U P T A

South Korea cuts utilities of InterKorean Industrial

Complex What

SNIPPETS

Inter-Korean industrial complex

Suspensions of operations at Kaesong in 2013

South Korea announced suspension of

Inter-Korean

industrial

suspended despite sanctions being imposed

complex?

by South Korea on its northern rival.

The Inter-Korean industrial complex also

In 2013, The Kaesong industrial complex was

known as the Kaesong Industrial complex,

closed for the first time after tensions

launched in 2004, is a joint venture between

increased between the two Koreas. The

the South Korea and North Korea and is

operations, which resumed after 160 days

located 10 km north of the demilitarized zone

when an

on the western side of the border.

signed, had cost $870 million to South

inter-Korean agreement was

Korean companies. This complex is known to connect the two

complex

is

nations and is the last symbol of co-operation

Kaesong industrial complex opened a shop in

North Korea

between the 2 nations. South Korea being the

the South Korean capital Seoul. The store

military takes over Kaesong

more powerful nation between the two

which sells made in Kaesong products

nations had invested about $854 million in

received a huge response from South Korean

the park which provides employment to

people. The quality of products had been

53,000

The

good as the raw material is mainly sourced

investment was made by about 124 South

from South Korea. It had helped in improving

Korean

Companies. The industrial park

the brand image of North Korean products in

allows the South Korean firms to employ

the minds of South Korean people. - See

cheap but skilled North

more at:

North

Korean

workers.

Korean workforce

while North Korea gets important foreign

http://www.newsbytesapp.com/timeline/

income in the form of wages and rent.

World/1479/8851#sthash.Hp7PgOZK.dpuf

Tensions between two nations The tensions between the two nations rose in 2010 when North drowned a South Korean ship. the

PAGE

9

However, the operations in

Kaesong industrial complex were not


minds of South Korean people.

complex and had put the complex under military control. North's response came

South Korea announced suspension

after Seoul suspended operations at

of complex

Kaesong which North termed as a "dangerous declaration of war". Seoul

On 10Feb,2016 South Korea announced

termed the seizure of assets at the

that it would suspend the operations at

factory as "illegal".

Kaesong industrial complex as a means to cut foreign money supply to North

In retaliation, South Korea has cut the

Korea. South Korea alleged that North

power

Korea used this money to pursue its

Inter-Korean industrial complex located

missile and nuclear programs. However,

in Kaesong, North Korea. It was done

the South Korean industry is opposing

after North Korea ordered a military

the decision as the move would escalate

takeover of the complex and deported all

anxiety among South Korean people

the South Korean workers. This has

besides affecting the companies.

further escalated the tensions between

and

water

supply

of

the

the 2 nations which were already at their

PAGE

10

Sooner, North Korea seized the assets

peak after North Korea launched a

of South Korea in the Kaesong industrial

satellite earlier this week.


MARKETS B Y

A L A N K R I T A

Both the indexes posted their biggest percentage declines since July 2009. 3 BEST PERFORMERS

Asian shares fell for a sixth straight session on Friday as concerns about the health of European banks further threatened a global economy already under strain from falling oil prices and slowdowns in China and other emerging markets.

Fresenius Kabi Oncology Ltd.

Fame India Ltd.

Radha Madhav Corporation Ltd.

Open

High

Low

Close

SENSEX

23060.39

23161.15

22600.39

27061.04

NIFTY

7023.65

7034.80

6869.00

8105.50

BSE SENSEX

3 WORST PERFORMERS

Just Dial Ltd.

TRF Ltd.

NCL Industries Ltd.

PAGE

11

CNX NIFTY


FIN-WORD B Y

S H I L P A

K U M A R I

Bollinger bands SNIPPETS

Bollinger Bands is one of the popular

Bollinger Bands

technical

is one of the popular

different lines are drawn, with one below and

overbought

one

selected time period moving average.

technical analysis tools

specific period moving average is denoted as

Bollinger Bands are somewhat like moving

midline to form an 'envelope'. These lines show

average envelopes, but drawing calculations for

Initially, it was

a band or a volatility range in which a particular

both is different. In Bollinger Bands, standard

called trading

security price is moving up or down. Volatility

deviation levels are considered to draw the

bands

is shown on the basis of standard deviation for

upper and lower lines, whereas for Moving

a particular security, which is denoted by upper

Average Envelopes, the lines are plotted by

and lower line/band, as standard deviation is a

taking a fixed percentage.

above

analysis the

tools, security

where price

three

volatility decreases, then the band would

line.

Its

narrow. These bands show oversold and conditions

in

relation

to

a

measure of volatility. Bollinger Bands was developed by John Bollinger in the mid 1980s

Some important points are:

and he trademarked this term in 2011. Initially,

it was called trading bands, but later on, John

chances of sharp price changes as volatility

Bollinger evolved this concept and called it

is drops

Bollinger Bands. Bollinger

Bands

shows

the

levels

of

reached in a particular duration and also its

of the current trend

When new highs and lows are made

relative strength, where highs are near to the

outside the bands followed by highs and

upper line and lows are near to lower line. In

lows made inside the bands, it shows an

other words, the price points near the edges of

imminent trend reversal

the 'envelope' formed can help us recognize a pattern at a particular moment. The bandwidth widens and narrows depending on volatility. If it's high, the band would widen and if the

12

When price line surpasses the bands' range, that a strong signal of continuation

different highs and lows that a security price has

PAGE

When bands are contracting, there are

If a move originating in one band tends to replicate on the other band too, it is useful in deciding future price targets


STARTUP TRACKER B Y

T U L I K A

apptuto.com What is it : apptuto is an education startup

Funding : apptuto has gone on to close

and

Cooper,

their initial round of funding and has been

headquartered in San Francisco, California.

accepted to the Summer 2015 class of a

Founded in June, 2014, apptuto provides a

500 Startups accelerator program out of a

gamified

total

brainchild

of

social

Nicholas

learning

solution

to

1000

applicants

worldwide.

students undertaking standard exams like

The following are the major investors in

CFA. It’s changing the way people learn by

the

combining

Partners Capital Limited, HSBC, Google,

academic

excellence

with

company :

technical innovation by providing students

Michael

worldwide to connect and prepare better.

October, 2015 it raised $500,000 in angel

It provides a social learning platform for

funding, led by 500 Startups. It plans to use

Finance

qualifications.

the funding to grow its development

apptuto at present is selling to Fortune 500

capabilities and marketing in San Francisco

companies and is a scalable platform for

and launch Level II and Level III of the CFA

other

standardized courses as well.

program. In the long term the company

apptuto is a proud member of the CFA

aims to expand beyond the CFA program,

institutes Prep Providers Program.

into similar exams concerning Finance and

and

Accounting

Staton,

500 Startups, Delta Macquaire

Bank.

In

The company began with two simple ideas: first is that CFA exam requires extensive preparation and training to clear and second that the process of preparation needs to be simplified and thus apptuto came into being. The founders worked with FarShore to build an end-to-end technology solution, including all develop-

Accounting qualifications and then into

ment, design,

other standardized tests where a well

infrastructure and testing

support.

designed.

Since its inception, apptuto’s user base has

Website : http://www.apptuto.com

seen an increase of 30% month-on-month .

PAGE

13


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