• Adani Ports , Divis Labs Positive Impact of SEZ revival via lower MAT
rate
• Jain
Irrigation , EPC Positive If allocation
to PM Krishi Sinchai Yojana above Rs 10600 cr.
• Metals Positive
Impact of any increase in import tariffs on ferrous/non-ferrous.
• Ashok
Leyland Positive Impact of compulsory
scrap page policy for CVs.
• Insurance
Companies Positive Impact of govt mulling 49% FDI via automatic route.
• Vedanta , NMDC
Positive Impact of any export duty on iron ore.
• Indraprastha
Gas , M&M Positive Impact of any green tax on diesel
cars.
• Telecom Companies
Negative Impact if service tax hiked.
• Dish TV & Airlines Negative Impact if service
tax hiked.
• HDFC Bank , Coal India Positive To benefit from corporate tax cut.
• IndusInd , Bharti
Airtel , Idea Positive To benefit from
corporate tax cut.
• ITC Negative Impact of a weightage average
excise hike more than 15%.
• PSU banks (
SBI etc) Positive Impact, if
recapitalisation is above Rs 40,000 cr.
• HPCL , BPCL
, IOC Negative If 5% customs
duty on crude re-imposed.
• ONGC Positive If 5% customs duty on crude
re-imposed ONGC Positive Impact of $5-6/barrel if cess on crude cut
Source : Moneycontrol
