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Fundamentals April 23, 2013


Nik's Diary
The Indian markets opened flat to positive tracking flat opening in SGX Nifty and of major Asian markets. The US markets moved mostly higher over the course of the trading day on Monday, partly offsetting the steep losses that were posted last week. The upward move on the day reflected strong gains by technology and resource stocks. The major averages all ended the day in positive territory, although the Dow under performed its counterparts. The European markets pared their gains in late trade Monday, but still largely finished to the upside. The markets were positive in early trade, on the news that Italy's parliament re-elected President Giorgio Napolitano for a second term on Saturday. Meanwhile, Indian markets ended at a one month high. Continued expectations of a cut in key interest rates by the RBI helped to keep investor sentiments buoyant on Monday. With inflationary pressures easing and the rupee remaining more or less stable, most analysts expect the RBI to cut interest rates next week for a third time this year. 

CCI clears 25 oil & gas blocks and 13 power projects
The Cabinet Committee on Investment (CCI) on Monday cleared 25 exploration and production blocks, freeing Rs 24,900 crore investments, while also approving 13 power projects, entailing investments worth Rs 33,000 crore. "The CCI at its meeting held on Monday cleared 25 exploration and production blocks for continued exploration of oil and gas, out of 31 blocks where work had been stopped on account of security restrictions imposed by ministry of defence," an official statement said here. While the statement did not give break-up of the blocks cleared, the 31 blocks where restrictive conditions were imposed included 13 of Reliance Industries-BP combine, 15 of state-owned Oil and Natural Gas Corp or its lead consortium, two blocks of Santos of Australia and one block of Cairn India-led consortium. For these blocks, the Defence ministry had imposed stringent conditions like asking companies not to locate any pipelines or structures on sea surface in the blocks cleared for exploration and production activities. Of the 20 power projects reviewed by CCI, 13 projects involving investment of about Rs 33,000 crore have been cleared, an official statement said. "These 13 projects include 10 transmission, one hydro and two thermal projects," it said. CCI reviewed the status of 20 projects, each with investment of Rs 1,000 crore or more, which were pending for different types of approvals and clearances with a view to expediting decisions on approvals and clearances, it added. Source: TOI

CCEA says no to price pooling of coal 
The government today buried a proposal to pool prices of imported and domestic coal to make the fuel affordable to new power plants, owing to sharp opposition to the scheme. "Price pooling is out of the window," a source attending the Cabinet Committee on Economic Affairs on the issue said here. While no formal reason was given for burying the proposal, the source said power projects commissioned before 2009 will continue to get coal at pre-fixed (below market) rates. New projects commissioned after 2009 largely have a cost-plus mechanism for calculation of electricity tariff and so any higher imported cost of coal will be passed through to the consumers, he said. Private power producers wanted the sub-market domestic coal prices to be averaged out with international price of imported coal so as to have a uniform fuel price and remove the disadvantage new projects faced as compared to older ones. The pooling was being opposed for various reasons by older power plants and domestic coal producers. "For the remaining 24,000 MW projects it is work in progress...remaining being which have tariff based linkages, which have no PPAs or which have tapering linkages," the source said.The committee, which was looking into the issue, will come back to CCEA (Cabinet Committee of Economic Affairs), he added. The power projects commissioned before 2009 aggregating a capacity of 65,185 MW will get coal at domestic prices, whereas post 2009 projects, with a capacity of 36,000 MW, which have signed Power Purchase Agreements (PPAs) with the procurers will get the dry fuel at cost plus basis. Cost plus basis is the total cost at which the imported coal will be supplied to the power generation companies including the additional charges as well as transportation. This mechanism may lead to increase in electricity tariffs if the generation companies passes the rise in cost to the consumers. Price pooling is averaging the price of imported and indigenous coal to arrive at a uniform stock price. An inter-ministerial panel was formed, under the chairmanship of Coal Secretary S K Srivastava, to look into the matter, which was impacting power generation in the country. The Cabinet Committee on Economic Affairs in February had approved in-principle the price pooling mechanism. Planning Commission Deputy Chairman Montek Singh Ahluwalia recently had said that coal pool pricing may lead to revision in power tariffs. The Prime Minister's Office had earlier directed CIL BSE 0.67 % and Central Electricity Authority (CEA) to work on pooling coal prices to ensure 80 per cent supplies to power plants. Source: Economic Times

Strike at MM's Igatpuri plant ends
The work at auto-major Mahindra & Mahindra's engine manufacturing facility at Igatpuri, near Nashik, resumed today ending the 14-day "tools down" agitation by workers, who were protesting the suspension of two employees including a union leader. The company management gave into the Union's demand of reinstatement of the suspended workers after the intervention of Shiv Sena president Uddhav Thackeray, who had a meeting with a senior Mahindra Group official on Saturday, a Union leader said today. Besides, the management also agreed to withdraw the chargesheet proceedings against the suspended duo, he said. "The employees have called off the agitation and work at the plant has resumed from 11 am,"Bhartiya Kamgar Sena President Suryakant Mahadik told. The Employees Union at the engine plant is affiliated to BKS of the Shiv Sena. The plant produces 1100 engines per day in three shifts for Mahindra's vehicles such as XUV 500, Bolero, Xylo, Genio and Maxximo. Sources at the plant said that the company suffered a production loss of around 8,000 units due to the agitation, which began on April 9. "Since the plant remained crippled for almost two weeks, the company suffered a production loss of 1100 units per day. The loss would have been higher but for two weekly offs and two holiday during the protest period," Union sources said. However, the claim could not be verified as the company did not put any number to it. Around 1600 employees, including contract workers, were on protest since early this month against the suspension of Union leader Sunil Yadav and another worker. After his talks with the company management, Thackeray called a meeting of the Union Committee at 'Matoshree' here yesterday and asked them to withdraw their agitation. Source: Economic Times

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