October 2013

Sensex Gainers and Losers over the last 1 year

.

Here are the Sensex Gainers and Losers over the last 1 year. Prices are as of Oct 04 2013. Clearly the Pharma and IT sector has outperformed the others by leaps and bounds.

The Gainers in the Sensex pack are :

Company Name

Sun Pharma Inds.

Curr Price

600.6

Last 1 yr

349.2

% Change

71.99

TCS

2032.8

1315.05

54.58

Dr Reddys Lab

2368.55

1718

37.87

Tata Motors

349.75

274.2

27.55

Wipro

482.9

383.05

26.07

ITC

340.1

275.1

23.63

Bharti Airtel

328.15

269.55

21.74

Bajaj Auto

2119.1

1765.25

20.05

Cipla

438.1

366.4

19.57

Infosys

3015.45

2575.4

17.09

Hero MotoCorp

2032.85

1831.1

11.02

Hindustan Unilever

608.05

555.6

9.44

Sesa Sterlite

187.25

175

7

Maruti Suzuki

1427.65

1391.2

2.62

HDFC Bank

640.35

630.95

1.49

HDFC

798.65

788.2

1.33

Reliance Industries

853.4

852.75

0.08

Mahindra & Mahindra

859.15

859.05

0.01

The Losers in the Sensex pack are : (more…)

December 2012

Past 6 months Sensex stocks performance

Past 6 months (Jun thru Dec 2012) Sensex stocks performance  is shown below :

Gainers Curr Price 6 months back Change(Rs) Change%
Mahindra & Mahindra 949.9 680.1 269.8 39.67
ICICI Bank 1136.3 819.4 316.9 38.67
Maruti Suzuki 1474.4 1078.9 395.5 36.66
Bajaj Auto 2080.25 1549.4 530.85 34.26
HDFC 852.35 644.6 207.75 32.23
Cipla 404.05 305.6 98.45 32.22
HDFC Bank 688.7 534.4 154.3 28.87
Tata Motors 291.9 227 64.9 28.59
Larsen & Toubro 1638.2 1296.9 341.3 26.32
Sun Pharma Inds. 716.6 582.25 134.35 23.07
ITC 295.75 244.3 51.45 21.06
Dr Reddys Lab 1833.7 1555.05 278.65 17.92
Hindustan Unilever 518.15 440.75 77.4 17.56
Reliance Industries 839.2 715.55 123.65 17.28
Tata Power 104.75 92.15 12.6 13.67
Sterlite Inds. (I) 113.2 101.85 11.35 11.14
SBI 2320.15 2154.25 165.9 7.7
Coal India 353.95 330.95 23 6.95
GAIL India 347 333.25 13.75 4.13
BHEL 224.9 217.25 7.65 3.52
NTPC 152.7 148.4 4.3 2.9
Bharti Airtel 311.95 305.35 6.6 2.16

Clearly financial services/ interest sensitivities/ banking are outperforming in the hopes of reforms and expected rate cuts. Early 2013 more noise will emerge around the budget session and reforms. Overall, equity markets look poised for a steady journey northwards.

Most retail investors are skeptical of the up move in the markets over the past few months.  And are keen to move to debt products or Gold. Are they making a mistake, only time can tell. As of now, though, it is time to enjoy the joy ride upwards…

 

November 2012

Quick Snapshot of Sensex Companies ~ TTM EPS & PE Ratios

 
Market Data
Company
Nov 09 Price(Rs)
FV
EPS (Rs)
PE(x)
 
 
 
BHEL
232.30
2.00
28.63
8.11
Bajaj Auto
1852.05
10.00
104.58
17.71
Bharti Airtel
275.30
5.00
16.46
16.72
Cipla
393.50
2.00
18.21
21.60
Coal India
346.25
10.00
13.01
26.61
Dr Reddys Lab
1768.30
5.00
50.67
34.90
GAIL India
355.50
10.00
29.12
12.21
HDFC
794.00
2.00
28.96
27.42
HDFC Bank
639.30
2.00
24.79
25.79
Hero MotoCorp
1907.60
2.00
113.81
16.76
Hindalco
113.30
1.00
9.79
11.57
Hindustan Unilever
529.80
1.00
16.55
32.01
ICICI Bank
1059.20
10.00
64.19
16.50
ITC
288.50
1.00
8.59
33.59
Infosys
2349.15
5.00
156.50
15.01
Jindal Steel & Power
382.45
1.00
19.68
19.44
Larsen & Toubro
1620.95
2.00
79.03
20.51
Mahindra & Mahindra
910.30
5.00
51.53
17.66
Maruti Suzuki
1464.65
5.00
51.80
28.27
NTPC
166.95
10.00
12.57
13.28
ONGC
257.10
5.00
28.47
9.03
Reliance Industries
788.60
10.00
57.29
13.76
SBI
2156.35
10.00
219.40
9.83
Sterlite Inds. (I)
100.30
1.00
3.33
30.08
Sun Pharma Inds.
694.50
1.00
16.71
41.56
TCS
1325.50
1.00
62.57
21.18
Tata Motors
280.65
2.00
6.69
41.95
Tata Power
101.20
1.00
4.99
20.29
Tata Steel
390.55
10.00
58.58
6.67
Wipro
370.60
2.00
21.50
17.24
 
Sensex TTM PE stands at ~20.  ~ Data Source Ace Equity