STOCK SHARES REVIEW

 20 stocks including Bajaj Finance, Shree Cement, SRF, DCM Shriram and Greaves Cotton recorded an over 100 per cent returns in the past two consecutive election calendar years and have outperformed the market thus far in the calendar year 2019 .As the 2019 Lok Sabha elections enter their final lap, with polling for only one of the seven phases left, all eyes are now on the outcome, which will be known on May 23.The equity market is volatile ahead of election results outcome, with the mid-and-small-cap indices down 9 per cent in past one month, while the broader S&P BSE500 index slipped 6 per cent and the benchmark S&P BSE Sensex down 5 per cent.Thus far in CY19, the S&P BSE Sensex has risen 4 per cent, while the S&P BSE500 index has remained flat. However, there are 20 stocks from the S&P BSE 500 index which have outpaced the market by surging 61 per cent thus far in CY19. These stocks gave multi-bagger returns in the previous two election calendar years - 2009 and 2014.Heidelberg Cement, Cera Sanitaryware, HSIL, Somany Ceramics, Blue Star, KRBL, Kalpataru Power Transmission and JK Lakshmi Cement are the among the 13 stocks that have gained over 10 per cent so far in CY19.Interestingly, of these 20 stocks, three companies are each from cement and sanitaryware manufacturing sectors. The list includes stocks from the S&P BSE 500 index, which account for nearly 93 per cent of the total market capitalisation of listed companies on the BSE.DCM Shriram, the top gainer in the list, rallied 61 per cent so far in CY19. The company reported a six-fold jump in the consolidated net profit at Rs 293 crore in March quarter of FY19. It had posted a profit of Rs 51 crore during the same quarter last year.The management said the chemical business, which accounted 36 per cent of total revenue, continues to record strong performance with continuous volumes growth and steady margins.SRF hit a new high of Rs 2,814 on Wednesday, May 15, and has surged 38 per cent in CY19. The company reported 54 per cent year-on-year  jump in consolidated net profit at Rs 191 crore in March quarter on the back of healthy revenue growth. The consolidated revenue grew 29 per cent to Rs 2,072 crore on basis.Bajaj Finance hit a new high of Rs 3,298 on Friday, up 6 per cent on the BSE, gaining 18 per cent thus far in CY19. The company recorded a strong 57 per cent year-on-year ) growth in net profit at Rs 1,176 crore in March quarter. The company’s net interest income, or NII, grew 50 per cent at Rs 3,394 crore on basis.Bajaj Finance's assets under management (AUM) rose 41 per cent to Rs 1.16 trillion, against analysts' expectations of 40 per cent over the previous year quarter.In the previous election calendar year 2014, the stock rallied 121 per cent, while in 2009, it zoomed 408 per cent. Since January 2008, the share price of Bajaj Finance has skyrocketed 52,249 per cent from level of Rs 6.30, as compared to 288 per cent surge in the S&P BSE Sensex

BUZZING STOCKS OF WEEK (1-5) APR 2019

The Nifty50 after opening strong remained rangebound on the positive side and extended gains in late trade to close higher on April 5 after two-day weakness. Positive global cues, and buying in banking & financials, technology and metals led the rally.The index closed above 11,650 levels and formed small bullish candle which resembles a 'Spinning Top' kind of formation on daily candlestick charts.Markets may consolidate further in the coming week Experts advise investors not to burn their fire power in one go but instead use the cash to get into markets on a dip, or in other words, deploy cash in a phased manner.Market is showing some nervousness after rallying over 1000 points on the Nifty. The price set up remain fundamentally strong, but there is some nervousness as we hit fresh all-time highs. Fundamentally, the latest forecast on monsoon made valid ground for nervousness and RBI also talked about the risk to monsoon. But, there are still segments of the economy particularly banking which will keep attracting buyers. Investors can start investing in a phased manner ahead of elections, as well as there is some global uncertainty as well.

WEEKLY STOCK MARKET REPORT

The Sensex fell 54 points, or 0.15 per cent, to end at 36,671, while the Nifty dipped 23 points, or 0.21 per cent to 11,035.In the last two weeks, escalating geopolitical tensions with the neighbourhood nation continued to dominate Indian equities, but broader indices remained resilient with Nifty50 index and BSE Sensex ending the month with marginal gains.All thanks to the foreign portfolio investors (FPIs) that infused over Rs 17,200 crore into Indian equities in February. In January, FPIs were net sellers in the Indian equities.Growing prospects of the Modi-led NDA government coming back to power in the upcoming general elections and improving the outlook for banks in the wake of remarkable improvement in asset quality recorded in the December 2018 quarter saw renewed buying interest in the Indian equity market.

MARKET SUMMARY OF 22 OCT 2018

The benchmark indices ended lower on Monday weighed by blue-chip firms like IndusInd Bank, YES Bank, Reliance Industries (RIL) and Asian Paints.The S&P BSE Sensex ended at 34,134, down 181 points, while the broader Nifty50 index settled at 10,245, down 58 points.Among sectoral indices, the Nifty Bank index settled largely flat. ICICI Bank rose 4 per cent to Rs 328.20. However, IndusInd Bank crashed 7 per cent to end at Rs 1,467.00.
In key stocks, RIL fell 3.5 per cent to Rs 1,063.20 on the NSE, Asian Paints slipped 3.1 per cent to Rs 1,196.90 and Dewan Housing Finance Corporation (DHFL) declined 11.1 per cent to Rs 187.00. Shares of Dewan Housing Finance Corporation Limited (DHFL) has dipped 9% to Rs 191 on the National Stock Exchange (NSE) in intra-day trade, falling more than 30% in past four trading sessions on funds selling.Since October 15, in past four trading days, DHFL tanked 32% from Rs 282, as compared 1.3% decline in the Nifty 50 index. The stock is trading at its lowest level since June 24, 2016, on the NSE

TOP GAINERS:ICICIBANK,NTPC,BAJAJAUTO

MAJORLOOSERS: BPCLRELIANCE,ASIAN PAINT