Dalelorenzo's GDI Blog
14Apr/210

Electrode price rise brightens outlook for HEG

ET Intelligence Group: HEG and Graphite India, top electrode makes in the world, are expected to benefit from a sharp rise in the electrode costs due to tight supply in China. The electrodes are used for steel production. In the previous sword rally, the two stocks gained around 20 -3 0 terms within two years. With clean product gaining significance, especially in China, steel business are rapidly changing their capabilities from blast furnace to electric arc furnace( EAF ), which requires electrodes. This augurs well for the two listed Indian manufacturers.After a lacklustre veer in 2020, electrode costs have gained 10 -1 5% in the past two weeks. Electrodes are used in the EAF method of sword product which is less polluting than the conventional blast furnace method. China’s commitment to lower its carbon emissions has led to shutting down of blast furnace abilities amid rising prominence of EAF. Graphtech, the world’s largest graphite electrode producer, said in the latest earnings call that it expected premiums to shoot up crisply in the latter half of 2021. EAF currently organizes practically 15% of the full amounts of the global sword production. During the previous sword cycles/second between 2015 and 2018, the average electrode price rose by more than 10 meters while even further it has less than halved from the peak.The two Indian companies posted loss in the first nine months of FY2 1 due to lower average realization, lower creation and stock-take write off. But, they pictured a consistent sequential rise in the operating perimeter due to improving ability utilization.In the March quarter, specialists expect 5-10% decline in revenues of the two companies. But, they are likely to report net profits compared with losses a year ago. In addition, with improved outlook for the sector, FY22 is expected to be better than the previous fiscal year.At the heyday of the previous round, HEG and Graphite India had reported net profit of Rs 3,050 crore and Rs 3,500 crore. For FY22, advisers expect profits of Rs 900 crore and Rs 1050 crore in that order.Over the past month, the stocks of HEG and Graphite India has been achieved in 25% and 12% respectively. At Monday’s closing of Rs 2,045.6 for HEG and Rs 583.5 for Graphite India, the one-year forward price-earnings variou works out to be nine and 11 respectively.Each of the companies is obligation free. With greater earnings visibility opened conglomerate premiums and higher sword necessitate, they are expected to report a turnaround in fiscals in this fiscal.

Read more: economictimes.indiatimes.com

27Mar/210

Covid year produces most multibagger stocks on D-Street since post-GFC rally

MUMBAI: In the midst of the worst health crisis in human history over the past century, the Indian stock market made the highest number of multibagger broths since 2009 -1 0 in the year till March 2021, data compiled by ETMarkets.com showed.The astounding performance was aided by the trillions of dollars of money reproducing by global central banks and stimulus containers from governments to repair the global economy from the Covid-1 9 shock.“Extremely gigantic response from central banks and governments compared with the 2008 crisis has underpinned this bull market, ” said a premier asset polouse at a city-based life insurance company, who barred naming.In 2020 -2 1 still further, as numerous as 1,090 -- or 45 per cent of the children of the rostered capitals on the BSE -- have given more than 100 per cent returns, data available on the Ace Equity database till Friday showed.While the number of BSE-listed stocks has risen over the years, even adjusting for that, 2020 -2 1 find the highest percentage of stocks register more than 100 per cent gains.< iframe claim= "The Pandemic Winners" aria-label= "chart" id= "datawrapper-chart-P6 5l"Q src= "https :// datawrapper.dwcdn.net/ P65lQ/ 1/ " scrolling= "no" frameborder= "0" mode= "width: 0; min-width: 100%! important; strip: nothing; " height= "4 00 " >! perform () "use strict"; window.addEventListener( "message" ,( capacity( a ) if( void 0 !== a.data[ "datawrapper-height" ]) for( var e in a.data[ "datawrapper-height" ])))(); Further, the current financial year has so far created the largest number of stocks that originate investor prosperity by more than 1,000 per cent of the children since 2009 -1 0. Eight stocks -- Tanla Platforms, Digispice Engineering, PG Electroplast, Intellect Design, Subex, Venus Redress, CG Power and Jaykay Enterprises -- have risen more than 1,000 per cent of the children since April 1, 2020.81643820 Other major gainers of its first year included Adani Total Gas wih 753 per cent of the children returns, Dixon Engineering 497 per cent of the children, Hindustan Copper 491 per cent, and Tata Elxsi 339 per cent.Among the Nifty5 0 inventories, Tata Motor was the biggest gainer, as it more than quadrupled investors' money during the financial year given the company's focus on shorten pay and reinventing the Indian passenger car business.Liquidity shot in by the Reserve Bank of India and global central banks and influx of a large number of first-time retail investors helped prop up stock tolls during the year even when the real economy registered its first-ever technical receding in several decades.Drawn by cheaper furnishes after the March crash and forearmed with zero-broking cost trading lotions, Indian retail investors shot in billions of dollars into the secondary and primary marketplaces, said market participants. Data from the Defence and Exchange Board of India( Sebi) registered over 10 million brand-new dematerialised chronicles were opened in 2020 -2 1 so far.Dharmesh Kant, an independent busines specialist, said while world-wide liquidity and influx of brand-new investors have played their part, the rise in the stock market has still been driving in fundamentals.“Earnings were robust considers the economic backdrop ... We is very likely to aim the financial year with around 10 per cent earnings growing( for Nifty5 0 companionships ), ” Kant said over telephone.For the next financial year, analysts have projected Nifty5 0 earnings to grow north of 30 per cent, leading Kant to believe that Indian equities will register an even better act going ahead.< iframe entitle= "The Best Performing Stocks of FY21" aria-label= "chart" id= "datawrapper-chart-0m 6pe" src= "https :// datawrapper.dwcdn.net/ 0m6pe/ 1/ " scrolling= "no" frameborder= "0" vogue= "width: 0; min-width: 100%! important; strip: nothing; " height= "9 11 " >! capacity () "use strict"; window.addEventListener( "message" ,( purpose( a ) if( vacant 0 !== a.data[ "datawrapper-height" ]) for( var e in a.data[ "datawrapper-height" ]) document.querySelector( "iframe[ src *= '"+ e+ "'] " ); t &&( t.style.height= a.data[ "datawrapper-height" ][ e ]+ "px" )))(); Not all are in agreement that reaching returns on one’s equity portfolio will be as straightforward as it was in the current financial year amid signalings that investors are already beginning to worry about delivery on the stratospheric expectations.The re-emergence of Covid-1 9 pandemic in countless parts of the country and the possibility of the US Federal Reserve tapering its quantitative easing programme from January of 2022 have already cast doubts over return expectations.A recent inspection of global fund managers by BofA Certificate evidenced inflation and decrease tantrum are now being perceived as bigger gambles to equity portfolios than Covid-1 9. “There is a lot of sud in the market and, therefore, there is a big chance of displeasure for investors next year ... but from a three-to-five years perspective, equities are still preferred over fixed income, ” said the CIO of city-based life insurance company quoted above.Investors hope the new financial year will see a redo of the astounding rendition heard after BSE Sensex’s 89 per cent gain in 2003 -0 4, instead of the underwhelming returns that followed the 2009 -1 0 man feed.

Read more: economictimes.indiatimes.com

14Mar/210

AB InBev taps Epsilon and Publicis has a new thing: Friday Wake-Up Call

Welcome to Ad Age’s Wake-Up Call, our daily roundup of push, commerce, media and digital news. If you're reading this online or in a forwarded email, here's the link to sign up for our Wake-Up Call newsletters.

This Bud’s for you--just for you

AB InBev has signed on Publicis Groupe’s Epsilon as its data organization of record, with the aim of get its symbols closer to the consumer exercising analytics. “Epsilon’s input will play a critical role in shaping the brewer’s media and market coming as it searches freed from squandering a channel-oriented process to an audience-oriented one, ” writes E.J. Schultz.“Marketing will be less informed by what pulpit is used--TV or digital, for example. Instead, the brewer wants to collect more granular data relating to drunks, including from both third-party and first-party data sources.”

“It’s about who we want to talk to and where they are instead of what is the channel and who is available there, ” said Luiz Barros, the brewer’s world-wide VP of data and media.

Here’s the thing

Elsewhere on the Publicis front, the holding company is opening a brand-new “creative center of excellence” called Le Truc, which restates in English to The Thing. Neil Heymann, whom Ad Age reported last week was leaving Droga5 for the French holding company, will serve as chief imaginative detective and a founding supervisor, alongside main design officer Bastien Baumann; Leo Burnett Global Chief Creative Officer and Publicis Communications North America Chief Creative Officer Liz Taylor; and Andy Bird, Publicis New York Chief Creative Officer. Le Truc, writes Ann-Christine Diaz,will “unite more than 600 inventives, producers and strategists from the holding company's New York bureaux in a single space.”

Carla Serrano, Publicis Global Chief Strategy Officer, who assumes the president role at Le Truc, said the group is an outgrowth of the company’s Power of One doctrine. “This is a real focus on creativity, demonstrating a sort of hub of imaginative excellence for our beings in the New York office.”

Peanut flavored Spam, anyone ?

Mr. Peanut will soon have a new employer. Hormel Foods is buying the Planters snack brand from Kraft Heinz, husk out $3.35 billion in money. The buy will give Hormel the leading marketer of nuts, seeds and road mingles, and Hormel says it’s prepared to pump up investment in the$ 1 billion brand.

“Planters is practice more than simply peanuts in a pot, " Hormel executives said here on a conference call explaining its move. But Hormel may have a tough nut to crack. Kraft Heinz CEO Miguel Patricio told psychoanalysts on a recent scold “Planters is one of the firebrands most affected by private-label in our portfolio.”

Working capital

Online creative mart Fiverr has acquired high-end creative ability stage Working Not Working . Justin Gignac and Adam Tompkins are the founders of WNW, which is a go-to for the inventive community that offers job search, as well as other the resources available to artistic aptitude, such a publication and affairs.

The acquisition by Fiverr, which has $107 million in revenue, will give the 15 -person WNW a lot more backend sources. “We’ve always had a small team, with time one designer, one make, ” Tompkins tells Ann-Christine Diaz. “I don’t know how many parties they have in their tech agency, but I gamble it’s definitely more than one.”

Just briefly

No middle ground: Stellantis’ Jeep may have employed the dampers on its Bruce Springsteen Super Bowl spot, drawing it from YouTube following reports of the Boss being arrested for driving under the influence, but E.J. Schultz reportsthat the symbol damage may be restricted. The distinguish will “result in short-term discomfort for the symbol rather than long-term harm, specially since Jeep moved quickly to make the ad down, ” writes Schultz.

Righting wrongs: Interpublic Group of Cos. R/ GA has a brand-new world prime marketing man . Ashish Prashar was an international justice reform activist, former press secretary for the Mayor of London, and one-time head of communications for Publicis Sapient. “At the end of the day, I’m a campaigner before I’m even a comms person or a marketer, ” Prashar tells Ethan Jakob Craft. “And I’m never going to see not call out the shit that’s wrong.”

Send me no buds: Research company Numerator took a look at Valentine’s Day giftsfor this year and saw fewer folks are transmitting fresh buds: Only 30%, down 15 points from last year. Clothes, supplementaries, jewelry, booze and sugar were also down 10 sites. The most popular ways to celebrate this year, says Numerator, will be by fix at home and takeout--in other words, like every other day this year.

Please note: In observance of President's Day there will be no Wake-Up Call on Monday Feb. 15. We'll resume again on Tuesday the 16 th.

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Read more: adage.com