The Infosys Stock is down over 20% today as results came in. As I mentioned (Chart of Infy on result days) the stock was expected to be volatile – and I ended up closing a good profit on some put options I held. The results aren’t quite so bad, but expectations were too high. After [...]

Posted in Credit Repair, Infosys, Mar2013, Results Comments Off

Infosys’ Results tomorrow will kick off large cap results for the Financial Year 2012-13, and is expected to be a really big thing. The stock was up over 3.5% today, closing in at 2915. The last three times, the stock has moved in the opposite direction of it’s previous day. Since 2007 though, going the [...]

Posted in Credit Repair, Infosys, Mar2013, Results Comments Off

Infosys declared results on Friday and the stock went up substantially. It has in fact been the best single day move for the stock and the best result day by far. The 17% move came on the back of what was seen to be excellent results, or at least, for the first time in a [...]

Posted in Charts, Credit Repair, Infosys, Results, Stocks Comments Off

Tata Motors crashed over 11% today. It seems markets didn’t like their results, which showed a doubling of profits on a year-on-year basis. Consolidated profits were at Rs. 13,516 crores (Rs. 135.16 bn) a good 45% above last year’s profit of Rs. 9,274 cr (92.74 bn). The EPS went up 40% at 40.81 from 29.06. [...]

Posted in Credit Repair, Mar2012, Results, Stocks, TataMotors Comments Off

Reliance Industries posted its results last weekend, and they weren’t quite as good as the street imagined. Let me talk less and chart more. (See also: Dec 2011 results in graphs) Flat Revenues, 21% drop in net profit While revenues have flattened, margins have gone down considerably, as inflation seems to have hit their bottomline [...]

Posted in Credit Repair, Reliance, Results Comments Off

Infosys is a big player on results day, though mostly downwards, it turns out. With an underperformance this quarter (a drop in QoQ results) the fall wasn’t surprising. But it is the worst in five years. And in other good news, I have found a house in Bangalore, and hope to close the deal in [...]

Posted in ChartOfTheDay, Credit Repair, Infosys, Results, Stocks Comments Off

Piramal Healthcare announced Q2 results and they’ve made about Rs. 53 cr. in profits in the quarter. Click for a larger image. All amounts in Lakhs except EPS and Face Value. I know, hardly anyone gives you eight or nine quarters but honestly that’s how you need to look at a business (quarterly) or longer [...]

Posted in Credit Repair, PIRHEALTH, Results, Sep2011 Comments Off

In another magnificent display HDFC Bank takes its EPS up 30% in what others would call a tough environment. The stock was up 3% on a very smart rally in the markets, and ended at Rs. 492, for a P/E of around 26. Net NPAs are just 0.2% of assets, they say, at Rs. 355 [...]

Posted in Credit Repair, HDFCBANK, Results, Sep2011 Comments Off

TCS Results yesterday were not spectacular and the stock went down more than 8%. A quick look at the financials: In comparison with Infosys, TCS has a higher revenue growth curve while profits have fallen: And then, their EPS Growth TCS which was doing so much better till the last quarter, has noticably dipped below [...]

Posted in Credit Repair, Results, Sep2011, TCS Comments Off

Hero MotoCorp (earlier Hero Honda) has announced decent results with a revenue growth of 28%, and EPS growth of 19.39%. After a slowdown of sorts in the 2010 timeframe, growth has come back. The company is reasonably valued – at the price of Rs. 2085, they get a  P/E of 20, which is close to [...]

Posted in Credit Repair, HeroHonda, Results, Sep2011 Comments Off