The media and entertainment industry comes under consumer cyclical group. It’s a non-commodity type industry.Industry Strengths Availability of a large number of channels in English, hindi and regional languages for everyoneAvailability of software providers to feed these channels with popular programmesGrowth in delivery platforms like DTH (direct to home) which broadcasts programmes in digital format with high resolutionsGrowth of television as the most popular medium of advertisingIndustry WeaknessHigh number of similar channels, fighting for same audienceFalse reporting of number of subscribers by cable tv operatorsCompetition from multiplexes which are growing in popularity for their movie content.Growth DriversGrowth in population and rise in disposable incomeNeed for cheap mass entertainment Increase advertisement spending by FMCG sectorGrowth in cable TV segmentLarge popular events in politics, sports and news

Key Highlight of Company Business

Zee Entertainment Enterprises is a media and entertainment company engaged in providing broadcasting services. The Company operates through Content and Broadcasting segment. It offers content in multiple languages and offers approximately 38 international and over 30 domestic channels. The Company has a library, housing over 222,703 hours of television content. The Company holds rights to approximately 3,820 movie titles. Segment and ProductsThe Company's brands include Zee TV, Zee Cinema, Zee Action, Zee Classic, Zee Anmol, Zee Cafe, Zee Studio, Zee Salaam, Zing, ETC Bollywood, Zee Q and Zindagi. The Company has a range of offering in the regional language domain with channels, such as Zee Marathi, Zee Talkies, Zee Bangla, Zee Bangla Cinema, Zee Telugu, Zee Kannada, Zee Tamil and Sarthak TV. It high definition offerings include Zee TV HD, Zee Cinema HD, &tv HD, Zee Studio HD, Zee Cafe HD, &pictures HD, Ten 1 HD and Ten Golf HD. The Company has operations in over 170 countries.

INCOME STATMENT BALANCE SHEET Net Sales () 1,552.94 Sep'17 Other Income () 44.52 Sep'17 PBDIT () 566.46 Sep'17 Net Profit () 365.19 Sep'17 Total Share Capital () 1,622.20 Net Worth () 5,947.80 Total Debt () 0.80 Net Block () 300.60 Investments () 2,639.30 Total Assets () 5,849.90

Fund Houses invested Zee Entertainment stock

Fund Sep-17 Aditya Birla Sun Life Mutual Fund 1.189 Tata Mutual Fund 0.444 SBI Mutual Fund 0.417 Reliance Mutual Fund 0.393 L&T Mutual Fund 0.361 Kotak Mahindra Mutual Fund 0.289 ICICI Prudential Mutual Fund 0.193 UTI Mutual Fund 0.155 IDFC Mutual Fund 0.152 HDFC Mutual Fund 0.132

Company: Zee Entertainment Enterprises Ltd. Address: 18th Floor, A Wing, Marathon Futurex, N M Joshi Marg, Lower Parel, Mumbai, Maharashtra - 400013 | Phone: 022 7106 1234 Email: shareservice@zeenetwork.com Website: www.zee.entertainment.com Registrar & Transfer Agent: Link Intime India Pvt Ltd. Address: C 101, 247 Park, LBS Marg, Vikhroli (W), Mumbai(Old Address:) C-13 Pannalal Silk Compound, L B S Marg, Bhandup Mumbai Maharashtra, C 101, 247 Park, LBS Marg, Vikhroli (West) | Phone: 91-022-49186000 | Fax: 91-022-49186060 Email: helpdesk@linkintime.co.in Website: www.linkintime.co.in

The pharmaceutical industry comes under Healthcare group. It’s a Non-commodity type industry.Industry Strengths Growing demand as lifestyles continue to become sedentary leading to particular disorders.Inelastic demand for basic medicines for chronic illnesses.Low R&D, trial and production costs especially for generics.Access to foreign markets due to mergers and acquisitions and strategic tie-ups.Industry WeaknessUncertain government regulations on pricingHigh competition from foreign companiesDependence of regulators in developed marketsHigh risk of litigations and patents disputes especially in developed marketsGrowth DriversGrowing population with higher life expectancy and greater number of old peopleAwareness of latest medicine technologiesIncreasing lifestyle disorders such as diabetes, cardiac and obesityVery strong demand for generics in developed and domestic markets due to its cheap pricing.Growth in hospital and healthcare sector

Key Highlight of Company Business

Cipla is the third largest player in the Indian market, with business units including Active Pharmaceutical Ingredients (APIs), Respiratory and Cipla Global Access. The Company's geographical segments include India, USA, South Africa and Rest of the World.Segments and ProductsThe Company offers its products for the therapeutic areas, including cardiovascular, children's health, dermatology and cosmetology, diabetes, HIV/AIDS, infectious diseases and critical care, malaria, neurosciences, oncology, ophthalmology, osteoporosis, respiratory, urology and women's health.The Company manufactures metered dose inhalers, dry powder inhalers, nasal sprays, nebulizers and a range of inhaled accessory devices. Cipla Global Access is a tender-based institutional business that concentrates on approximately four therapy areas: human immunodeficiency virus/acquired immuno deficiency syndrome (HIV/AIDS), malaria, multi drug-resistant tuberculosis and reproductive health.

INCOME STATMENT BALANCE SHEET Net Sales () 2,975.94 Sep'17 Other Income () 180.42 Sep'17 PBDIT () 675.41 Sep'17 Net Profit () 566.16 Sep'17 Total Share Capital () 160.90 Net Worth () 12,800.51 Total Debt () 324.33 Net Block () 4,235.26 Investments () 4,285.89 Total Assets () 12,569.07

Fund Houses invested Cipla stock

Fund Sep-17 ICICI Prudential Mutual Fund 3.660 HDFC Mutual Fund 2.459 Reliance Mutual Fund 1.422 SBI Mutual Fund 0.677 UTI Mutual Fund 0.557 JM Financial Mutual Fund 0.114 Quantum Mutual Fund 0.065 Kotak Mahindra Mutual Fund 0.026 Tata Mutual Fund 0.025 Invesco Mutual Fund 0.022

Company: Cipla Ltd. Address: Cipla House, Peninsula Business Park, Ganpatrao Kadam Marg, Lower Parel, Mumbai, Maharashtra - 400013 | Phone: 022-24826000 / 022-24826951 | Fax: 022-24826893 Email: cosecretary@cipla.com Website: www.cipla.com Registrar & Transfer Agent: Karvy Computershare Pvt Ltd Karvy Selenium Tower B, Plot 31-32Gachibowli,Financial District, NanakramgudaHyderabad – 500032Tel. No. 040 67161500Fax. No. 040 23001153E-mail: einward.ris@karvy.comWebsite: www.karvy.comToll Free No. of exclusive Call Centre:1-800-345001, Karvy Selenium Tower B, Plot 31-32, Gachibowli,Financial District, Nanakramguda | Phone: 91-040-67161500 | Fax: 91-040-23001153 Email: einward.ris@karvy.com Website: www.karvy.com

The 2&3 Wheeler industry comes under Consumer Cyclical group. It’s a Non-commodity type industry.Industry Strengths Availability of finance at cheap rates and through banks and private NBFCs.Availability of world class technology and skilled manpower for R&D, designing and management of facilities.Availability of cheap world class components, locally produced and imported.Industry WeaknessImpacted by high interest rates and high fuel costHuge competition from MNCs in all segment of the industry Impacted by weakening rupee which makes imports expensive and royalty payments highGrowth DriversRapid urbanization and industrializationGrowing middle class disposable income leading to purchase of two-wheelers, passenger cars, SUV etcs.Development of road infrastructureRapid growth of organized retailing which has lead to a demand for light and heavy commercial vechicles.Governments support for agriculture sector and rural India

Key Highlight of Company Business

Eicher Motors is the flagship company of the Eicher Group in India and a leading player in the Indian motorcycle and commercial vehicle (CV) segments. Eicher Motors manufactures and markets its motorcycle under the iconic brand name, ‘Royal Enfield’ and is market leader in the >250cc motorcycle segment with over 95% market share. The CV segment operates under a joint venture (JV) called VE Commercial Vehicles (VECV).Segments and ProductsThe Company operates in business verticals, including 1. motorcycles, 2. commercial vehicles and personal utility vehicles. The Company owns the Royal Enfield motorcycle business. Royal Enfield operates through approximately 20 company-operated stores and 500 dealers in various cities and towns in India, and exports to over 50 countries across the world. The Company, through VE Commercial Vehicles Limited (VECV), designs, manufactures and markets trucks and buses. VECV includes Eicher Trucks and Buses, Volvo Trucks India, Eicher Engineering Components, Eicher Engineering Solutions, VE Powertrain and Bus Body Plant. The Company, through Eicher Polaris Pvt Limited (EPPL), designs, develops, manufactures and sells a range of personal vehicles. EPPL's manufacturing facility is located in Jaipur, Rajasthan.

INCOME STATMENT BALANCE SHEET Net Sales () 2,157.46 Sep'17 Other Income () 69.92 Sep'17 PBDIT () 690.05 Sep'17 Net Profit () 486.44 Sep'17 Total Share Capital () 27.21 Net Worth () 3,922.59 Total Debt () 0.00 Net Block () 865.84 Investments () 3,541.73 Total Assets () 3,548.82

Fund Houses invested Eicher Motors stock

Fund Sep-17 Aditya Birla Sun Life Mutual Fund 2.380 Motilal Oswal Mutual Fund 0.754 ICICI Prudential Mutual Fund 0.753 SBI Mutual Fund 0.523 Axis Mutual Fund 0.485 UTI Mutual Fund 0.425 DSP BlackRock Mutual Fund 0.252 JM Financial Mutual Fund 0.099 IDBI Mutual Fund 0.097 Principal Mutual Fund 0.052

Company: Eicher Motors Ltd. Address: 3rd Floor, Select Citywalk, A - 3 District Centre , Saket, New Delhi, Delhi - 110017 | Phone: 011 - 29563722 Website: www.eichermotors.com Registrar & Transfer Agent: Link Intime India Pvt Ltd. Address: Narang Tower 44, Community Centre, Naraina Industrial Area, Phase - 1, New Delhi Email: Delhi@Intimespectrum.com

The Banking industry comes under financial group. It’s a commodity type industry.Industry Strengths Strong demand for banking services including fee based servicesRapid growth in infrastructure to make banking services available through increase in number of branches in semi-urban and rural areasImplementation of technology like electronic funds transfer to make banking speedier and convenient across cities and countriesImplementation of technologies like mobile banking, internet banking which makes banking simpler and bring down man-power costsIndustry WeaknessHigh Non-performing Assets (NPA), especially in public sector banks (PSB) due to huge loans to troubled sectors like power, infrastructure etc,Impact by high RBI policy ratesImpacted by high deposit and savings account interest ratesImpacted by populist measures like waving of loans to farmers and forcing the PSB to lend without adequate security.Growth DriversStrong demand for financial services like housing loans, infrastructure loans, credit cards, mutual funds and insurance business.Increasing availability of banking in rural areas.Awareness of the advantages of using banking services.Rapid urbanization and industrialization leading to demand from small and medium businesses.

Key Highlight of Company Business

HDFC Bank is the country’s leading bank with a balance sheet size of ~INR8.96tn as at June ‘17. The key promoter, HDFC, holds ~21% stake, and FIIs and public hold the balance. HDFC Bank is among the top three players in auto loans, personal loans, commercial vehicles, cash management, and supply chain management.The bank’s strengths include its brand equity, professional management, distribution reach, high CASA, clean book, and focus on profitability.The distribution network comprises of 4,727 branches and 12,220 ATMs in 2,666 cities / towns. Segments and ProductsThe Bank's segments include 1.Retail banking, 2.Wholesale banking 3.Treasury, and 4.Other banking business. The Retail Banking segment serves retail customers through a branch network and other delivery channels, as well as through alternative delivery channels. The Bank provides its corporate and institutional clients a range of commercial and transactional banking products. The Treasury segment primarily consists of net interest earnings from the Bank's investment portfolio, money market borrowing and lending, gains or losses on investment operations and on account of trading in foreign exchange and derivative contracts. The Other banking business segment includes income from para banking activities

INCOME STATMENT BALANCE SHEET Net Sales () 20,581.27 Sep'17 Other Income () 3,869.17 Sep'17 PBDIT () 5,732.22 Sep'17 Net Profit () 4,642.60 Sep'17 Total Share Capital () 512.51 Net Worth () 89,462.35 Total Debt () 717,668.53 Net Block () 3,626.74 Investments () 214,463.34 Total Assets () 863,840.20

Fund Houses invested HDFC Bank stock

Fund Sep-17 SBI Mutual Fund 1.712 HDFC Mutual Fund 1.245 ICICI Prudential Mutual Fund 0.993 Reliance Mutual Fund 0.888 Franklin Templeton Mutual Fund 0.790 Aditya Birla Sun Life Mutual Fund 0.757 UTI Mutual Fund 0.628 Kotak Mahindra Mutual Fund 0.610 Axis Mutual Fund 0.443 DSP BlackRock Mutual Fund 0.391

Company: HDFC Bank Ltd. Address: H D F C Bank House, Senapati Bapat Marg, Lower Parel, Mumbai, Maharashtra - 400013 | Phone: +91-22-66521000 | Fax: +91-22-24960737 Website: www.hdfcbank.com Registrar & Transfer Agent: Datamatics Business Solutions Ltd. Plot No A / 16 & A / 17,MIDC, Part B,Cross Lane, Marol , Andheri (E),Mumbai, (Formerly Datamatics Financial Services Ltd) , Plot No A / 16 & A / 17, MIDC, Part B, Cross Lane, Marol , Andheri (E) | Phone: 022-8375519-24 | Fax: 022-8350217 Email: technocraft@dfssl.com Website: www.dfssl.com

The Housing Finance industry comes under Financial group. It’s a commodity type industry.Industry Strengths Strong and growing demand for housing loans in cities and small townsEmerging demand for home repair and extensionsAbility of the companies to offer property related services like consulting, brokerage, insurance etc to augment non fund based service incomeAvailability of credit rating services to evaluate the credit rating of prospective borrowersIndustry WeaknessCompetition from commercial banks who have entered this business in a large way and who have access to cheaper fundsNegatively impacted by increase in interest rates as cost of funds increasesRisk of loans becoming NPA if the interest rate increases to the extent that borrower cannot service his loans or borrower losses his job and has no income to service his loanGrowth DriversDomestic economic growth leading to growth in economic activity and growth in incomeRise in disposable income and desire to lead a good lifeRapid urbanization leading to demand for housingBreakup of joint family system and emergence of nuclear family system leading to demand in housingAbility of young professionals, especially double income families can borrow easilyGovernment incentives for housing loansGovernment laws which have strengthend the hands of lenders against defaulters

Key Highlight of Company Business

The Company is engaged in financing by way of loans for the purchase or construction of residential houses, commercial real estate and certain other purposes, in India. Its subsidiaries include HDFC Developers Ltd., HDFC Investments Ltd., HDFC Trustee Co. Ltd. and HDFC Asset Management Co. Ltd., among others.Segments and ProductsThe Company's segments include 1.loans, 2.insurance, 3.asset management and others. It offers insurance products, such as motor, health, travel, home and personal accident in the retail division, and customized products, such as property, marine, aviation and liability insurance in the corporate division. It also provides portfolio management, mutual fund, property investment management, project management, investment consultancy and property related services.

INCOME STATMENT BALANCE SHEET Net Sales () 8,685.12 Sep'17 Other Income () 10.36 Sep'17 PBDIT () 8,442.57 Sep'17 Net Profit () 2,101.12 Sep'17 Total Share Capital () 317.73 Net Worth () 39,645.38 Total Debt () 192,192.56 Net Block () 642.34 Investments () 20,410.10 Total Assets () 231,837.94

Fund Houses invested HDFC stock

Fund Sep-17 ICICI Prudential Mutual Fund 1.190 SBI Mutual Fund 1.174 HDFC Mutual Fund 0.838 Axis Mutual Fund 0.463 Motilal Oswal Mutual Fund 0.456 Aditya Birla Sun Life Mutual Fund 0.369 Kotak Mahindra Mutual Fund 0.331 UTI Mutual Fund 0.320 L&T Mutual Fund 0.320 Reliance Mutual Fund 0.222

Company: Housing Development Finance Corpn. Ltd. Address: Ramon House, H T Parekh Marg, 169, Backbay Reclamation, Churchgate, Mumbai, Maharashtra - 400020 | Phone: 022-61766000 | Fax: 022-22811205 Email: investor.services@hdfc.com Website: www.hdfc.com Registrar & Transfer Agent: Housing Development Finance Corporation. Ltd. Email: Ramon House H T Parekh Marg, 169 Backbay Reclamation, Churchgate, Mumbai | Phone: 022-2283 6255 / 2282 0282 | Fax: 022-2204 6758 / 2204 6834 Email: investorcare@hdfc.com Website: www.hdfc.com

The Oil and Gas industry comes under Energy group. It’s a commodity type industry.Industry Strengths Hugh refinery capacities in India and now India is an exporter of petroleum productsNo substitute and customers have to pay the mandated pricesHuge and growing demand for crude and gas from industrial sector where it is used for power generationHugh and growing demand for gas like LPG and fuel like kerosene from domestic sectorIndustry WeaknessRaw materials, crude oil and gas are largely imported and subjected to fluctuating pricesCrude oil supply is controlled by OPEC which influences the priceHigh level of government involvement Heavily dependent on subsidies from governmentCapital intensive, long gestation periods and high riskImpacted negatively by weak rupeeGrowth DriversGlobal economic growth which leads to increasing demand for crude oil and gasGovernment proactive policies aimed towards India’s energy securityGovernment incentives to promote the sector especially to foreign and Indian private players.High demand from aviation, power generation, fertilizer and road transportation sectorGrowing industrial and domestic consumption

Key Highlight of Company Business

GAIL is a dominant player in India involved in business of sourcing, transportation, distribution, and processing of natural gas in India. The company owns 11,000 kms of natural gas pipelines. GAIL has also forward integrated itself by putting a LPG-separation plant, a 810 KTPA of ethylene gas-based cracker and further downstream Polyethylene. GAIL is also involved in natural gas trading, where it sources gas from domestic producers and also imports LNG and sells it to domestic customers. It has recently commissioned a 5 mtpa LNG terminal at Dabhol.Segments and ProductsThe Company's segments include 1.Transmission services, which includes natural gas and liquid petroleum gas (LPG);2.Natural Gas Trading; 3.Petrochemicals; 4.LPG and other Liquid Hydrocarbons; 5.City Gas Distribution, 6.OthersOther Segments, includes GAIL TEL, exploration and production (E&P), City Gas and Power Generation. The Company's products and services include 1.natural gas marketing and transmission; 2.petrochemicals (polyethylene and polypropylene), and 3.liquid hydrocarbons production (LPG, propane, pentane and naphtha).

Zee Entertainment Stock Analysis, Share price target, performance

01 February

Zee Entertainment

Posted by Trading Campus
Comments 32 comments

Industry Facts The media and entertainment industry comes under consumer cyclical group. It’s a non-commodity type industry. Industry Strengths Availability of a large number of channels in English, hindi and …

30 January

Cipla

Posted by Trading Campus
Comments 1 comment

Industry Facts The pharmaceutical industry comes under Healthcare group. It’s a Non-commodity type industry. Industry Strengths Growing demand as lifestyles continue to become sedentary leading to particular disorders. Inelastic demand …

30 January

Eicher Motors

Posted by Trading Campus
Comments 4 comments

Industry Facts The 2&3 Wheeler industry comes under Consumer Cyclical group. It’s a Non-commodity type industry. Industry Strengths Availability of finance at cheap rates and through banks and private NBFCs. …

30 January

HDFC Bank

Posted by Trading Campus
Comments 2 comments

Industry Facts The Banking industry comes under financial group. It’s a commodity type industry. Industry Strengths Strong demand for banking services including fee based services Rapid growth in infrastructure to …

30 January

HDFC

Posted by Trading Campus
Comments 2 comments

Industry Facts The Housing Finance industry comes under Financial group. It’s a commodity type industry. Industry Strengths Strong and growing demand for housing loans in cities and small towns Emerging …

30 January

GAIL

Posted by Trading Campus
Comments 5 comments

Industry Facts The Oil and Gas industry comes under Energy group. It’s a commodity type industry. Industry Strengths Hugh refinery capacities in India and now India is an exporter of …

30 January

HCL Tech

Posted by Trading Campus
Comments 3 comments

Industry Facts The computer software industry comes under Technology group. It’s a Non-commodity type industry. Industry Strengths Ability to adapt to latest technology available in the market and acquire different …

30 January

Hero MotoCorp

Posted by Trading Campus
Comments 2 comments

30 January

Coal India

Posted by Trading Campus
Comments 3 comments

Industry Facts The Mining and Mineral industry comes under Basic Material group. It’s a commodity type industry. Industry Strengths Large and growing demand from power sector for coal Good demand …

Trading Campus