Tuesday, August 22, 2017

Take a bet


Regulatory changes, corporate greed and market pressure can be triggers as well as dampeners for stocks

For investors, patience can be a virtue as well as a pitfall. How fortunes can change within days was on display in the run-up and after the roll-out of the goods and services tax (GST). Fertilizer and agro-chemical stocks had rallied on a favorable policy environment triggered by Union Budget 2017-18. The mood dampened when GST of 12% was applied on fertilizers and 18% on inputs. Realizing the misstep, the GST Council reduced the rate on fertilizers to 5% a day before the implementation. ITC surged as the 28% tax imposed on cigarettes was slightly lower than the burden in the earlier regime. Taking note of the unintended bonanza, the GST Council hiked cess to restore the original structure. Though the stock’s pace of gain slowed a bit thereafter, it became one of the contributors in fueling the benchmark indices to new highs. Investors who booked profit in fertilizer stocks factoring in the adverse effect of the new GST regime would have lost out on further appreciation. Buyers of ITC would have been slightly more fortunate as the conglomerate passed on the increase in the levy to the consumers. Investors in pharmaceutical stocks are all too familiar with the feeling of sinking or getting a high on regulatory observations and clearances to introduce new drugs. It is not only regulatory decisions that can make long-term investing a hazard and taking short-term positions risky. Ambitions of companies and large shareholders, too, can bring pleasure or pain.

The current trend of consolidation is an apt illustration. The HDFC group and the Anjalit Singh group decided to engage and then break off the proposed tie-up between their life insurance ventures. Instead of doubts over synergy or share-swap, the market watchdog’s fear of the combined entity’s clout led to the dissolution of the vows. Dreams of investors who might have rushed to buy into parent HDFC and Max Financial, hoping to be part owners of the largest life insurer in the country, must have crashed after the collapse of the deal.The fate of another mega agreement between the IDFC group and the Shriram group to work towards becoming a financial powerhouse will be watched with interest, particularly so as the IDFC Bank stock moved up, believing the benefits of the transaction. Even as the merger talks between Bharti Airtel and the Tatas’ telecom ventures have been called off, two other intended marriages of convenience in the telecom space—Idea Cellular with unlisted Vodafone and Reliance Communications with Aircel— remain works in progress, with investors in Idea nor RCom getting richer despite the resultant enterprises expected to be in a better position to face Reliance Jio. The dilemma of investors is should they quit or stay put hoping that the troubled competitors will eventually get a fair chance to fight it out after tariffs normalize. The power generating sector is another growth story gone wrong. Of the 15 ultra mega power plants to be set up, no bids have been awarded for 12. Tata Power, with debt of Rs 14500 crore, wants to sell 51% stake in the 2,000-MW Mundra UMPP for Re 1 as the cost projections were based on imported coal. Reliance Power’s Andhra Pradesh UMPP is up but it has withdrawn from the Jharkhand project as equations have changed with solar power available for as low as Rs 2.4 kwh as against fossil fuel-based power’s targeted tariff of Rs 3.

The other uncertainty is the moves of companies in response to market pressure. A contentious issue is how much liquidity a company should possess. There is no ideal measurement such as proportion to net profit, operating profit or sales. Many fret over reserves dragging down return ratios, while some prefer capital expenditure through internal accruals. Several investors look at the growing pile as an indication of bonus or higher dividends. A new breed of activists gets annoyed with promoters for not utilizing the cash for growth. The recent spate of deleveraging exercises is a testimony to how quickly the mood of the market can change. The cement sector, where footprints and capacity decide the margins, is seeing a second wave of consolidation. The first had players bunching up to gain pricing power. The second phase is seeing focus on core competencies by those who had entered the space for scale or diversification. Infrastructure player Jaiprakash Associates is being re-rated as the promoters are correcting their past mistakes. The DLF group, too, is becoming lighter after selling many ancillary businesses. At its prime, the north Indian real estate developer was included in the benchmark index. The stock’s fall reflects the market’s nervousness with its expensive expansion. The new Real Estate Regulation Act might prompt a second look. But when?

Mohan Sule


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