| Date |
Description |
Country |
Analyst |
Download |
| 14-May-2025 |
Krsnaa Diagnostics Ltd - Ramp up in B2C initiatives drive qualitative earnings growth |
India |
Surya Patra |
 |
| 14-May-2025 |
PC-WIT (13 May): Tepid indicators; corporate earnings beat expectation |
India |
Anjali Verma |
|
| 14-May-2025 |
PATH |
India |
Anshul Bhargava |
|
| 13-May-2025 |
Q4FY25 Earnings Mid-Review: Earnings growth ahead of expectations |
India |
Anjali Verma |
|
| 13-May-2025 |
CPI Inflation : Dipped further; reinforces our stance of 50-100bps rate cuts |
India |
Anjali Verma |
|
| 13-May-2025 |
Tata Steel Q4FY25: Focus on cost rationalization. India will continue to drive growth (Maintain Buy) |
India |
Vikash Singh |
|
| 13-May-2025 |
Cipla - Revlimid concentration risk come to fore; Downgrade to SELL |
India |
Surya Patra |
|
| 13-May-2025 |
SRF Ltd - Strong seasonal benefit is behind; near-term outlook is cautious |
India |
Surya Patra |
|
| 13-May-2025 |
PATH |
India |
Anshul Bhargava |
|
| 13-May-2025 |
Vijaya Diagnostic Centre Ltd -Weak performance; Cuts margin guidance for FY26 |
India |
Surya Patra |
|
| 13-May-2025 |
UPL Q4FY25 - May 2025 |
India |
Harmish Desai |
|
| 13-May-2025 |
PG Electroplast (PGEL IN); Strong quarter but challenges in RAC sector remain; Maintain NEUTRAL |
India |
Vipraw Srivastava |
|
| 12-May-2025 |
ABB India (ABB IN):Inflows surprise; Operationally in line |
India |
Vinod Chari |
|
| 12-May-2025 |
Britannia Industries (BRIT IN): Multiple levers to drive mid-teens earnings growth in FY26 |
India |
Anurag Dayal |
|
| 12-May-2025 |
Thermax (TMX IN): FY26 to be a challenging year |
India |
Vinod Chari |
|
| 12-May-2025 |
MF Tracker (Apr25) - Buying in Financials, selling in IT and Industrials |
India |
Anjali Verma |
|
| 12-May-2025 |
PATH |
India |
Anshul Bhargava |
|
| 11-May-2025 |
Dr Reddys Laboratories - Strategic growth initiatives to counter Revlimid led risk |
India |
Surya Patra |
|
| 11-May-2025 |
Manappuram Finance (MGFL IN): Non-gold AUM growth to weigh on credit cost in FY26 |
India |
Shubhranshu Mishra |
|
| 11-May-2025 |
Biocon - Strong visible ramp up in US biosimilars excites |
India |
Surya Patra |
|
| 11-May-2025 |
Chambal Fertilisers Q4FY25 - May 2025 |
India |
Harmish Desai |
|
| 10-May-2025 |
What is EPR Liability, and why are brands filing a suit against the Indian government? |
India |
Natasha Jain |
|
| 09-May-2025 |
Jindal Stainless Q4FY25: Near term performance bottomed out; structural story intact (Maintain Buy) |
India |
Vikash Singh |
|
| 09-May-2025 |
Aarti Industries - Targets expansion led volume growth amid uncertainties |
India |
Surya Patra |
|
| 08-May-2025 |
HPCL - Beat driven by improved refining performance |
India |
Nitin Tiwari |
|
| 08-May-2025 |
Blue Star (BLSTR IN) 4QFY25 Result Update: All eyes on the weather! A key monitorable.. |
India |
Natasha Jain |
|
| 08-May-2025 |
Voltas Limited (VOLT IN) 4QFY25 Result Update: Change in product mix supported margins |
India |
Tanay Rasal |
|
| 08-May-2025 |
REC Ltd (RECL IN) - Loan growth moderates |
India |
Manish Agarwalla |
|
| 08-May-2025 |
Larsen & Toubro (LT IN) - Strong FY25 finish; stronger FY26 outlook |
India |
Tanay Rasal |
|
| 08-May-2025 |
Titan Company (TTAN IN): On track to deliver promising growth in the medium term |
India |
Ankit Kedia |
|
| 08-May-2025 |
PATH |
India |
Anshul Bhargava |
|
| 07-May-2025 |
Dabur India (DABUR IN): Downgrade to Neutral, Growth turnaround to be gradual |
India |
Anurag Dayal |
|
| 07-May-2025 |
Godrej Consumer Products (GCPL IN) 4QFY25 Result Update: Clear strategy to drive medium-term growth |
India |
Anurag Dayal |
|
| 07-May-2025 |
Mahanagar Gas Ltd - Earnings miss estimates; prognosis steady |
India |
Nitin Tiwari |
|
| 07-May-2025 |
Coal India Q4FY25: Volume growth is key monitorable; valuations turned attractive (Maintain BUY) |
India |
Vikash Singh |
|
| 07-May-2025 |
Sapphire Foods India (SAPPHIRE IN): Margin recovery expected to be slow and steady |
India |
Ankit Kedia |
|
| 07-May-2025 |
APL Apollo Tubes Q4FY25: Growth outlook intact (Maintain Buy) |
India |
Vikash Singh |
|
| 07-May-2025 |
PC-WIT (6 May): HFIs improved; India-UK FTA – A timely positive |
India |
Anjali Verma |
|
| 07-May-2025 |
PC - Monthly Technical - The 20:80 Report - MAY 2025 |
India |
Subodh Gupta |
|
| 07-May-2025 |
GLOBAL TECHNICAL ROUNDUP: PHILLIP TECHNICALS (MAY 2024) |
India |
Subodh Gupta |
|
| 07-May-2025 |
PATH |
India |
Anshul Bhargava |
|
| 06-May-2025 |
Bank of Baroda (BOB IN) - Core performance below expectation |
India |
Manish Agarwalla |
|
| 06-May-2025 |
CG Power Ltd (CGPOWER IN): Increasing diversification; capex on track |
India |
Tanay Rasal |
|
| 06-May-2025 |
Indian Hotels Company Ltd: On track to deliver healthy growth in the near-term |
India |
Ankit Kedia |
|
| 06-May-2025 |
PATH |
India |
Anshul Bhargava |
|
| 05-May-2025 |
V-Mart Retail (VMART IN): Expect gradual expansion in margin over medium term |
India |
Ankit Kedia |
|
| 05-May-2025 |
Jindal SAW Q4FY25: One off dented performance but positive outlook intact (Maintain BUY) |
India |
Vikash Singh |
|
| 05-May-2025 |
Bajaj Consumer Care (BAJAJCON IN) 4QFY25: Beats on margin; Sustainable volume growth in ADHO is a key monitorable going ahead |
India |
Binay Shukla |
|
| 05-May-2025 |
Coforge (COFORGE IN) - Sustained performance; Orderbook strengthens FY26 growth visibility |
India |
Karan Uppal |
|
| 05-May-2025 |
PATH |
India |
Anshul Bhargava |
|
| 05-May-2025 |
PCI Index (Monthly): Pick-up in macros, equities and currency |
India |
Anjali Verma |
|
| 05-May-2025 |
Weekly Metals and Energy Ratios Report |
India |
Ashwini Bansod |
|
| 05-May-2025 |
Cables & Wires: Havells v/s RR Kabel: RR Kabel a clear outperformer |
India |
Natasha Jain |
|
| 04-May-2025 |
Indian Bank (INBK IN) - Rate cut impacts NIM |
India |
Manish Agarwalla |
|
| 04-May-2025 |
Coromandel International Q4FY25 - May 2025 |
India |
Harmish Desai |
|
| 04-May-2025 |
Avenue Supermarts (DMART IN): Operating margins to remain under duress in near term |
India |
Ankit Kedia |
|
| 04-May-2025 |
State Bank of India (SBIN IN) - Core performance above expectation |
India |
Manish Agarwalla |
|
| 04-May-2025 |
Kotak Mahindra Bank (KMB IN) - Growth moderates |
India |
Manish Agarwalla |
|
| 03-May-2025 |
Indian Oil Corp. Ltd. - Firm margins, expected capacity additions to drive earnings |
India |
Nitin Tiwari |
|
| 03-May-2025 |
Atul Ltd - Set for a sustained sequential improvement |
India |
Surya Patra |
|
| 03-May-2025 |
Bharat Petroleum Corp. Ltd. - Strong refinery margins drive beat on estimates |
India |
Nitin Tiwari |
|
| 02-May-2025 |
Adani Ports & SEZ (ADSEZ IN) - Developing end to end capabilities |
India |
Vikram Suryavanshi |
|
| 02-May-2025 |
Marico Ltd (MRCO IN) 4QFY25 Result Update: Reaping benefits of accelerated diversification |
India |
Anurag Dayal |
|
| 01-May-2025 |
Bandhan Bank (BANDHAN IN EQUTY) - Micro finance stress remains elevated |
India |
Manish Agarwalla |
|
| 01-May-2025 |
Equitas SFB (EQUITASB IN) - Asset quality deteriorates |
India |
Manish Agarwalla |
|
| 01-May-2025 |
Shoppers Stop (SHOP IN): Management takes a cautious store expansion approach |
India |
Ankit Kedia |
|
| 01-May-2025 |
ACC Ltd (ACC IN) - In-line set of operating numbers: |
India |
Vaibhav Agarwal |
|
| 01-May-2025 |
The India Cements Ltd (ICEM IN): Turnaround already clearly visible! |
India |
Vaibhav Agarwal |
|
| 01-May-2025 |
Praj Industries (PRJ IN) - Building sustainable business drivers |
India |
Vikram Suryavanshi |
|
| 01-May-2025 |
Go Fashion India (GOCOLORS IN): Set to experiment with women top wear & mens wear |
India |
Ankit Kedia |
|
| 01-May-2025 |
PATH |
India |
Anshul Bhargava |
|
| 30-Apr-2025 |
ChipChat 2.0- Cooling trends in data centres |
India |
Vipraw Srivastava |
|
| 30-Apr-2025 |
Vedanta Q4FY25: Meeting volume and cost guidance is the key monitorable (Maintain BUY) |
India |
Vikash Singh |
|
| 30-Apr-2025 |
Auto Dealers Check – Apr 2025 | Consumers in savings & postponement mode |
India |
Amit Hiranandani |
|
| 30-Apr-2025 |
WIT (29 Apr): HFIs continued improvement |
India |
Anjali Verma |
|
| 29-Apr-2025 |
Castrol India Ltd - Strong growth in sales volume with focus on rural markets |
India |
Nitin Tiwari |
|
| 29-Apr-2025 |
Trent (TRENT IN): Tapering of SSSG to mute margin expansion in medium term |
India |
Ankit Kedia |
|
| 29-Apr-2025 |
Bajaj Finance (BAF IN): Credit cost to remain overhang in FY26 |
India |
Shubhranshu Mishra |
|
| 29-Apr-2025 |
Ambuja Cements (ACEM IN): Ahead of estimates |
India |
Vaibhav Agarwal |
|
| 29-Apr-2025 |
IndiaMART InterMESH (INMART IN) - In line results, elevated churn persists |
India |
Karan Uppal |
|
| 29-Apr-2025 |
PATH |
India |
Anshul Bhargava |
|
| 29-Apr-2025 |
PATH |
India |
Anshul Bhargava |
|
| 28-Apr-2025 |
UltraTech Cement (UTCEM IN) - Strong and in-line set of operating numbers |
India |
Vaibhav Agarwal |
|
| 28-Apr-2025 |
Nippon Life Asset Management (NAM IN) - Strong SIP Flow, but yield declines marginally |
India |
Manish Agarwalla |
|
| 28-Apr-2025 |
KPIT Technologies (KPITTECH IN)- Growth and TCV Beat Expectations; Risk Reward improving |
India |
Karan Uppal |
|
| 28-Apr-2025 |
Indraprastha Gas Ltd (IGL IN) - Sequential improvement in earnings; prognosis healthy |
India |
Nitin Tiwari |
|
| 28-Apr-2025 |
Cholamandalam Investment and Finance Company (CIFC n): Credit cost to weigh on earnings for next 2-years |
India |
Shubhranshu Mishra |
|
| 28-Apr-2025 |
Dr Lal PathLabs Ltd - Strong all-round performance |
India |
Surya Patra |
|
| 28-Apr-2025 |
PATH |
India |
Anshul Bhargava |
|
| 27-Apr-2025 |
Shriram Finance Limited (SHFL IN): Strong quarter, though credit cost inching up |
India |
Shubhranshu Mishra |
|
| 27-Apr-2025 |
Dalmia Bharat (DALBHARA IN): Intending to balance growth with better profitability - Upgrade to Buy |
India |
Vaibhav Agarwal |
|
| 27-Apr-2025 |
Atul Ltd - Sustained sequential improvement amidst sector uncertainties |
India |
Surya Patra |
|
| 26-Apr-2025 |
DCB Bank (DCBB IN) - Core performance above expectation |
India |
Manish Agarwalla |
|
| 26-Apr-2025 |
Gabriel India Ltd (GABR IN) - Management meet note: Heading for multi-product, techno-rich company! |
India |
Amit Hiranandani |
|
| 25-Apr-2025 |
Hindustan Zinc Q4FY25: Silver lining despite near term headwinds (Upgrade to BUY) |
India |
Vikash Singh |
|
| 25-Apr-2025 |
Cyient (CYL IN) - Lackluster operating performance |
India |
Karan Uppal |
|
| 25-Apr-2025 |
Tech Mahindra (TECHM IN) - Mixed results; Decent TCV growth; Outlook Uncertain |
India |
Karan Uppal |
|
| 25-Apr-2025 |
Rallis India Q4FY25 - Apr 2025 |
India |
Harmish Desai |
|
| 25-Apr-2025 |
Mphasis (MPHL IN)- Strong Growth, TCV and Pipeline; Optimistic Outlook |
India |
Karan Uppal |
|
| 25-Apr-2025 |
PATH |
India |
Anshul Bhargava |
|
| 24-Apr-2025 |
L&T Technology Services (LTTS IN)- Weak results; Strong TCV & Pipeline; Optimistic Growth Outlook |
India |
Karan Uppal |
|
| 24-Apr-2025 |
Hindustan Unilever Ltd (HUVR IN) | Inline 4Q: Strategy to pursue growth over margin positive |
India |
Anurag Dayal |
|
| 24-Apr-2025 |
Nestle India (NEST IN) Inline 4Q: sustained rebound in Nutrition key to re-rating |
India |
Anurag Dayal |
|
| 24-Apr-2025 |
Axis Bank (AXSB IN) - In line performance |
India |
Manish Agarwalla |
|
| 24-Apr-2025 |
Persistent Systems (PSYS IN)- Solid performance; Continues to execute well |
India |
Karan Uppal |
|
| 24-Apr-2025 |
PATH |
India |
Anshul Bhargava |
|
| 23-Apr-2025 |
Bajaj Housing Finance (BAJAJHFL IN): Steady quarter with strong AUM growth |
India |
Shubhranshu Mishra |
|
| 23-Apr-2025 |
LTIMindtree (LTIM IN) - Strong TCV & Pipeline; Aiming for growth and margin revival amidst tough macro |
India |
Karan Uppal |
|
| 23-Apr-2025 |
Tata Cons Products Ltd (TATACONS IN): 4Q inline; growth business scale-up to drive further re-rating |
India |
Anurag Dayal |
|
| 23-Apr-2025 |
WIT (23 Apr): HFIs indicated improvement; Flash PMI buoyant |
India |
Anjali Verma |
|
| 23-Apr-2025 |
PATH |
India |
Anshul Bhargava |
|
| 22-Apr-2025 |
Mahindra Logistics (MAHLOG IN) - Focus on cost optimization and network utilization |
India |
Vikram Suryavanshi |
|
| 22-Apr-2025 |
Mahindra and Mahindra Financial services (MMFS IN): Beat due to write-backs manifested by ECL model |
India |
Shubhranshu Mishra |
|
| 22-Apr-2025 |
HCL Technologies (HCLT IN) - Inline results; strong TCV growth; Decent FY26 guidance |
India |
Karan Uppal |
|
| 22-Apr-2025 |
PATH |
India |
Anshul Bhargava |
|
| 21-Apr-2025 |
PATH |
India |
Anshul Bhargava |
|
| 20-Apr-2025 |
HDFC Asset Management (HDFCAMC IN) - Operating performance remains strong |
India |
Manish Agarwalla |
|
| 20-Apr-2025 |
ICICI Bank (ICICIBC IN) - Stable Core performance |
India |
Manish Agarwalla |
|
| 20-Apr-2025 |
HDFC Bank (HDFCB IN) - Decent performance |
India |
Manish Agarwalla |
|
| 18-Apr-2025 |
Indian Diagnostics - Most untapped, highest ROIC |
India |
Surya Patra |
|
| 17-Apr-2025 |
Commodities Quarterly - Apr-Jun 25 |
India |
Ashwini Bansod |
|
| 17-Apr-2025 |
Infosys (INFO IN) - Momentum Fading |
India |
Karan Uppal |
|
| 17-Apr-2025 |
Wipro (WPRO IN): Inline results; Decent TCV; Guidance disappoints again |
India |
Karan Uppal |
|
| 17-Apr-2025 |
PATH |
India |
Anshul Bhargava |
|
| 16-Apr-2025 |
PATH |
India |
Anshul Bhargava |
|
| 15-Apr-2025 |
Consumer Durables: Once again, RACs steal the show! (CHANNEL CHECKS) |
India |
Natasha Jain |
|
| 15-Apr-2025 |
CPI Inflation : Falls significantly; More rate cuts coming |
India |
Anjali Verma |
|
| 15-Apr-2025 |
IREDA Ltd (IREDA IN) - Beat in Earnings |
India |
Manish Agarwalla |
|
| 11-Apr-2025 |
TCS (TCS IN): Muted results; Weak margins; Cautious commentary; Neutral (Downgrade) |
India |
Karan Uppal |
|
| 11-Apr-2025 |
ISG Q1CY25 Deal Monitor: Weak Managed Services ACV Growth; Cautious commentary |
India |
Vipraw Srivastava |
|
| 11-Apr-2025 |
MTAR Technologies Ltd (MTARTECH IN): INITIATING COVERAGE: Proxy play on US data centres |
India |
Vipraw Srivastava |
|
| 11-Apr-2025 |
EMS 2.0- Component PLI : Policy docs talk about mix of capex and revenue incentives |
India |
Vipraw Srivastava |
|
| 10-Apr-2025 |
Tata Steel Update: Netherlands cost restructuring program - a step in right direction (Maintain BUY) |
India |
Vikash Singh |
|
| 09-Apr-2025 |
Q4FY25 Earnings Preview: Muted earnings growth |
India |
Anjali Verma |
|
| 09-Apr-2025 |
WIT (08 Apr): Domestic economy holds steady |
India |
Anjali Verma |
|
| 09-Apr-2025 |
Monetary Policy: 25bps rate cut and accommodative stance – A growth positive |
India |
Anjali Verma |
|
| 09-Apr-2025 |
PATH |
India |
Anshul Bhargava |
|
| 08-Apr-2025 |
Chemicals/Pharma EXIM trends March 2025 |
India |
Surya Patra |
|
| 08-Apr-2025 |
Specialty Chemicals Q4FY25 Preview: Look strong sequentially |
India |
Surya Patra |
|
| 08-Apr-2025 |
PC Metals 4QFY25 Results preview: Ferrous to perform better than non-ferrous |
India |
Vikash Singh |
|
| 08-Apr-2025 |
PATH |
India |
Anshul Bhargava |
|
| 07-Apr-2025 |
Pharma Q4FY25 Preview: Further ramp up in Revlimid drives earnings growth |
India |
Surya Patra |
|
| 07-Apr-2025 |
India FMCG: 4QFY25 PREVIEW and SECTOR UPDATE, Recovery delayed, not denied |
India |
Anurag Dayal |
|
| 07-Apr-2025 |
PATH |
India |
Anshul Bhargava |
|
| 06-Apr-2025 |
Financials - Moderate earnings, NIMs under pressur |
India |
Manish Agarwalla |
|
| 04-Apr-2025 |
ABFRL: Key takeaways from 2025 analyst meet |
India |
Ankit Kedia |
|
| 04-Apr-2025 |
PATH |
India |
Anshul Bhargava |
|
| 03-Apr-2025 |
PATH |
India |
Anshul Bhargava |
|
| 02-Apr-2025 |
Hindalco Annual Meet 2025: Capex-affinity maintained amid near-term headwinds (Maintain Buy) |
India |
Vikash Singh |
|
| 02-Apr-2025 |
PATH |
India |
Anshul Bhargava |
|
| 02-Apr-2025 |
PCI Index (Monthly): Another month of dip; currency and liquidity- a positive |
India |
Anjali Verma |
|
| 02-Apr-2025 |
PC-WIT (01 Apr): Economic activity improved |
India |
Anjali Verma |
|
| 01-Apr-2025 |
Strategy (Monthly): FIIs net buyers after six months; Ex-IT all sectors gained |
India |
Anjali Verma |
|
| 01-Apr-2025 |
IT Services Q4FY25 Results Preview- Navigating uncertain environment |
India |
Karan Uppal |
|
| 01-Apr-2025 |
PATH |
India |
Anshul Bhargava |
|
| 30-Mar-2025 |
Auto Dealers Check – Mar 2025 | Patchy roads ahead – Cautious! |
India |
Amit Hiranandani |
|
| 28-Mar-2025 |
PATH |
India |
Anshul Bhargava |
|
| 27-Mar-2025 |
PATH |
India |
Anshul Bhargava |
|
| 26-Mar-2025 |
WIT (25 Mar): Macros buoyant; Tariff mystery to clear next week |
India |
Anjali Verma |
|
| 26-Mar-2025 |
PATH |
India |
Anshul Bhargava |
|
| 25-Mar-2025 |
PATH |
India |
Anshul Bhargava |
|
| 24-Mar-2025 |
PATH |
India |
Anshul Bhargava |
|
| 21-Mar-2025 |
PATH |
India |
Anshul Bhargava |
|
| 20-Mar-2025 |
Accenture (ACN US) - Deal momentum sustaining; Cautious near-term outlook |
India |
Karan Uppal |
|
| 20-Mar-2025 |
PATH |
India |
Anshul Bhargava |
|
| 19-Mar-2025 |
PC Metals Sector Update - Safeguard Duty on Flat steel: A Shot in the Arm for Ferrous players |
India |
Vikash Singh |
|
| 19-Mar-2025 |
PATH |
India |
Anshul Bhargava |
|
| 18-Mar-2025 |
PC-WIT (18 Mar): Mixed signals; Fed expected to maintain status quo |
India |
Anjali Verma |
|
| 18-Mar-2025 |
PATH |
India |
Anshul Bhargava |
|
| 17-Mar-2025 |
Energy Sector: ‘Global South’ offers resilience to oil demand amid transition |
India |
Nitin Tiwari |
|
| 17-Mar-2025 |
PATH |
India |
Anshul Bhargava |
|
| 12-Mar-2025 |
WIT (11 Mar): Economic activity improved |
India |
Anjali Verma |
|
| 12-Mar-2025 |
CPI, IIP : Positive surprise as inflation plunged; IIP growth strong |
India |
Anjali Verma |
|
| 12-Mar-2025 |
PATH |
India |
Anshul Bhargava |
|
| 12-Mar-2025 |
PATH |
India |
Anshul Bhargava |
|
| 11-Mar-2025 |
MF Tracker (Feb25) - Buying in Financials, selling in Industrials and IT |
India |
Anjali Verma |
|
| 11-Mar-2025 |
Chemicals/Pharma EXIM trends - February 2025 |
India |
Surya Patra |
|
| 11-Mar-2025 |
PATH |
India |
Anshul Bhargava |
|
| 10-Mar-2025 |
PARH |
India |
Anshul Bhargava |
|
| 07-Mar-2025 |
FY26-27 Macro and Strategy Outlook: Exuberance settled; positive domestic fundamentals prevail |
India |
Anjali Verma |
|
| 07-Mar-2025 |
PATH |
India |
Anshul Bhargava |
|
| 06-Mar-2025 |
PATH |
India |
Anshul Bhargava |
|
| 05-Mar-2025 |
PC-WIT (4 Mar): Stable HFIs; PMI quite buoyant |
India |
Anjali Verma |
|
| 05-Mar-2025 |
PATH |
India |
Anshul Bhargava |
|
| 04-Mar-2025 |
Strategy (Monthly): FII selling continues; IT and Consumer sectors the worst hit |
India |
Anjali Verma |
|
| 04-Mar-2025 |
PATH |
India |
Anshul Bhargava |
|
| 03-Mar-2025 |
PCI Index (Monthly): Tight liquidity dragged; otherwise sequentially stable |
India |
Anjali Verma |
|
| 03-Mar-2025 |
Capital Goods: India T&D - Tough and durable (Initiation) |
India |
Tanay Rasal |
|
| 03-Mar-2025 |
PATH |
India |
Anshul Bhargava |
|
| 01-Mar-2025 |
Q3FY25 GDP : In-line; growth well distributed |
India |
Anjali Verma |
|
| 28-Feb-2025 |
PATH |
India |
Anshul Bhargava |
|
| 27-Feb-2025 |
Auto Dealers Check – Feb 2025 | Turning Cautious ex-Tractors! |
India |
Amit Hiranandani |
|
| 27-Feb-2025 |
Jubilant Foodworks (JUBI IN): Key takeaways from FY25 analyst meet |
India |
Ankit Kedia |
|
| 27-Feb-2025 |
PC-WIT (25 Feb): HFIs stayed stable; liquidity support continues |
India |
Anjali Verma |
|
| 27-Feb-2025 |
Ports in India - Focus on smart mega ports and ESG |
India |
Vikram Suryavanshi |
|
| 27-Feb-2025 |
PATH |
India |
Anshul Bhargava |
|
| 25-Feb-2025 |
PATH |
India |
Anshul Bhargava |
|
| 24-Feb-2025 |
India FMCG: 3Q review; time to get more constructive? |
India |
Anurag Dayal |
|
| 24-Feb-2025 |
PATH |
India |
Anshul Bhargava |
|
| 21-Feb-2025 |
PATH |
India |
Anshul Bhargava |
|
| 20-Feb-2025 |
PATH |
India |
Anshul Bhargava |
|
| 19-Feb-2025 |
Retail: Q3FY25 and 9MFY25 result review |
India |
Ankit Kedia |
|
| 19-Feb-2025 |
PATH |
India |
Anshul Bhargava |
|
| 18-Feb-2025 |
ABB India (ABB IN)-Operationally strong; inflows disappoint |
India |
Vinod Chari |
|
| 18-Feb-2025 |
Aditya Birla Fashion & Retail (ABFRL IN): Store expansion to gain momentum from FY26 onwards |
India |
Ankit Kedia |
|
| 18-Feb-2025 |
PATH |
India |
Anshul Bhargava |
|
| 17-Feb-2025 |
Allcargo Logistics (AGLL) - Restructuring to unlock value |
India |
Vikram Suryavanshi |
|
| 17-Feb-2025 |
Q3FY25 Earnings Review: In-line earnings growth |
India |
Anjali Verma |
|
| 17-Feb-2025 |
PATH |
India |
Anshul Bhargava |
|
| 16-Feb-2025 |
Camlin Fine Sciences - EU/China losses behind; Vanillin is all set drive profitable growth: Upgrade to BUY |
India |
Surya Patra |
|
| 16-Feb-2025 |
Rategain Travel Tech (RATEGAIN IN): Decent Results; Healthy Margins; Distribution segment remains a drag |
India |
Karan Uppal |
|
| 15-Feb-2025 |
KDDL (KDDL IN) - Play on Indian luxury market |
India |
Vikram Suryavanshi |
|
| 14-Feb-2025 |
Hindalco Q3FY25: Novelis bottomed out; India business to remain strong (Maintain Buy) |
India |
Vikash Singh |
|
| 14-Feb-2025 |
Pennar Industries (PSL IN) - Riding on capex cycle |
India |
Vikram Suryavanshi |
|
| 14-Feb-2025 |
Repco Home Finance (REPCO IN): Will have to trade spreads for growth in FY25/26 |
India |
Shubhranshu Mishra |
|
| 14-Feb-2025 |
Manappuram Finance (MGFL IN): non-gold AUM growth weighing on credit cost in FY25 |
India |
Shubhranshu Mishra |
|
| 14-Feb-2025 |
IPCA Laboratories - Margin surprise leads to rating upgrade |
India |
Surya Patra |
|
| 13-Feb-2025 |
Aegis Logistics (AEGISLOG IN) - Capex to drive growth |
India |
Vikram Suryavanshi |
|
| 13-Feb-2025 |
Hindustan Aeronautics Ltd (HNAL IN); Strong orders and strategic initiatives fuel positive outlook |
India |
Dipen Vakil |
|
| 13-Feb-2025 |
Muthoot Finance (MUTH IN): Pick-up in gold loan growth, driven by higher productivity |
India |
Shubhranshu Mishra |
|
| 13-Feb-2025 |
Jubilant Foodworks (JUBI IN): Strategically prioritizes growth to gain market share |
India |
Ankit Kedia |
|
| 13-Feb-2025 |
Lupin - Shown all-round cost efficiency; Upgrades margin outlook |
India |
Surya Patra |
|
| 13-Feb-2025 |
PATH |
India |
Anshul Bhargava |
|
| 12-Feb-2025 |
Bata India (BATA IN): Productivity, inventory initiatives to aid growth & margins |
India |
Ankit Kedia |
|
| 12-Feb-2025 |
TBO Tek (TBOTEK IN): Healthy growth; Pivot to higher margin business continues |
India |
Karan Uppal |
|
| 12-Feb-2025 |
Power Finance Corporation (POWF IN): Maintain growth guidance of ~13-14% |
India |
Manish Agarwalla |
|
| 12-Feb-2025 |
Hi-Tech Pipes Q3FY25: Stable performance; Structural volume led growth story intact (Maintain Buy) |
India |
Vikash Singh |
|
| 12-Feb-2025 |
Ratnamani Metals & Tubes Q3FY25: Performance bounced back (Upgrade to BUY) |
India |
Vikash Singh |
|
| 12-Feb-2025 |
Siemens India (SIEM IN)-Digital drags; order inflows sanguine |
India |
Vinod Chari |
|
| 12-Feb-2025 |
Indo Count Industries (ICNT IN) - Diversification into value added segment |
India |
Vikram Suryavanshi |
|
| 12-Feb-2025 |
Sharp drop in CPI; IIP growth slowed |
India |
Anjali Verma |
|
| 12-Feb-2025 |
Steel Authority of India Q3FY25: Good performance in difficult quarter; Risk reward turning lucrative (Maintain BUY) |
India |
Vikash Singh |
|
| 12-Feb-2025 |
WIT (11 Feb): HFIs are stable to positive |
India |
Anjali Verma |
|
| 12-Feb-2025 |
Chemicals/Pharma EXIM trends January 2025; Top BUY Ideas: ARTO, VO, ATLP, SUNP, ZYDUSLIF: |
India |
Surya Patra |
|
| 12-Feb-2025 |
PATH |
India |
Anshul Bhargava |
|
| 11-Feb-2025 |
National Aluminium Co Q3FY25: Performance peaked out; valuations at comfortable levels (Maintain Buy) |
India |
Vikash Singh |
|
| 11-Feb-2025 |
Devyani International (DEVYANI IN): Slow recovery in SSSG to impact margins |
India |
Ankit Kedia |
|
| 11-Feb-2025 |
Cool strategies to fuel hot gains! Blue Star vs. Voltas |
India |
Natasha Jain |
|
| 11-Feb-2025 |
PATH |
India |
Anshul Bhargava |
|
| 10-Feb-2025 |
Balrampur Chini (BRCM IN) - Impact of external challenges |
India |
Vikram Suryavanshi |
|
| 10-Feb-2025 |
PATH |
India |
Anshul Bhargava |
|
| 09-Feb-2025 |
NMDC Q3FY25: Good performance; Positive outlook intact (Maintain BUY) |
India |
Vikash Singh |
|
| 09-Feb-2025 |
Cummins India (KKC IN)_Good quarter; remain optimistic |
India |
Vinod Chari |
|
| 09-Feb-2025 |
Thermax (TMX IN)-Below par 3Q, momentum to pick in 4Q- |
India |
Vinod Chari |
|
| 09-Feb-2025 |
PI Industries Ltd (PI IN) - In line with estimates; decline in exports impacts performanc |
India |
Harmish Desai |
|
| 08-Feb-2025 |
Gujarat Gas Ltd - Reduced APM allocation, depreciation in INR a drag? |
India |
Nitin Tiwari |
|
| 08-Feb-2025 |
Mangalam Cement (MGC IN) - Lower than estimates |
India |
Vaibhav Agarwal |
|
| 08-Feb-2025 |
Star Cement (STRCEM IN) - In-line set once again |
India |
Vaibhav Agarwal |
|
| 07-Feb-2025 |
JK Lakshmi Cement (JKLC IN) - In-line Results |
India |
Vaibhav Agarwal |
|
| 07-Feb-2025 |
Aurobindo Pharma - Strategic growth levers in place; Upgrade to BUY |
India |
Surya Patra |
|
| 07-Feb-2025 |
Monetary Policy: Continuity with a 25bps repo cut (in-line) |
India |
Anjali Verma |
|
| 07-Feb-2025 |
Britannia Industries (BRIT IN): 3QFY25 - Inline 3Q backed by strong volume growth |
India |
Anurag Dayal |
|
| 07-Feb-2025 |
REC Ltd (RECL IN) - In-line Performance |
India |
Manish Agarwalla |
|
| 07-Feb-2025 |
PATH |
India |
Anshul Bhargava |
|
| 06-Feb-2025 |
Welspun Corp Q3FY25: Volume led growth visibility improving (Upgrade to BUY) |
India |
Vikash Singh |
|
| 06-Feb-2025 |
VRL Logistics (VRLL IN) - Benefit of price hike and operational efficiency |
India |
Vikram Suryavanshi |
|
| 06-Feb-2025 |
Avalon Technologies Ltd (AVALON IN) : Clean Energy portfolio to face significant headwinds |
India |
Vipraw Srivastava |
|
| 06-Feb-2025 |
Chambal Fertilisers (CHMB IN) - Energy efficiency measures drive EBITDA growth |
India |
Harmish Desai |
|
| 06-Feb-2025 |
State Bank of India (SBIN IN) - Margin disappoints |
India |
Manish Agarwalla |
|
| 06-Feb-2025 |
ITC Ltd (ITC IN): Strong 3Q cigarette volumes, FMCG margin disappoints |
India |
Anurag Dayal |
|
| 06-Feb-2025 |
Sapphire Foods India (SAPPHIRE IN); Same-store transaction growth improves across businesses |
India |
Ankit Kedia |
|
| 06-Feb-2025 |
Trent Ltd (TRENT IN): Area expansion remains healthy despite consolidation efforts |
India |
Ankit Kedia |
|
| 06-Feb-2025 |
PATH |
India |
Anshul Bhargava |
|
| 06-Feb-2025 |
Zydus Lifesciences Ltd - Key earnings triggers intact; Maintain BUY with raised TP of Rs 1150 |
India |
Surya Patra |
|
| 05-Feb-2025 |
Titan Company (TTAN IN): Jewellery margin to remain under pressure in near term |
India |
Ankit Kedia |
|
| 05-Feb-2025 |
Page Industries (PAG IN): Consumer offtake continues to remain muted |
India |
Ankit Kedia |
|
| 05-Feb-2025 |
V-Mart Retail (VMART IN): Operational efficiency continues to drive performance |
India |
Ankit Kedia |
|
| 05-Feb-2025 |
WIT (4 Feb): Improvement in HFI; RBI expected to begin rate cut cycle |
India |
Anjali Verma |
|
| 05-Feb-2025 |
PATH |
India |
Anshul Bhargava |
|
| 04-Feb-2025 |
PCI Index (Monthly): Dip continued amidst external uncertainties |
India |
Anjali Verma |
|
| 04-Feb-2025 |
Strategy (Monthly): DII flows cushioned market drop; Healthcare sector hit |
India |
Anjali Verma |
|
| 04-Feb-2025 |
Aarti Industries - All set to gain from expansions led growth & operating leverage: BUY with raised TP of Rs 730 |
India |
Surya Patra |
|
| 04-Feb-2025 |
PATH |
India |
Anshul Bhargava |
|
| 03-Feb-2025 |
Gateway Distriparks 3QFY25 Update - Maintain BUY |
India |
Vikram Suryavanshi |
|
| 03-Feb-2025 |
LIC Housing Finance (LICHF IN) NIMs to compress, coupled with tepid growth in FY26 |
India |
Shubhranshu Mishra |
|
| 03-Feb-2025 |
Dhanuka Agritech Q3FY25 - Feb 2025 |
India |
Harmish Desai |
|
| 03-Feb-2025 |
Divis Laboratories - Positioned as the leading beneficiary of GLP-1 CDMO; Maintain Neutral with raised TP Rs 6000 |
India |
Surya Patra |
|
| 03-Feb-2025 |
PC - Technical_Global Roundup 28_JAN_2024 |
India |
Subodh Gupta |
|
| 03-Feb-2025 |
Cholamandalam Investment and Finance Company (CIFC IN): Credit cost to weigh on earnings for next 2-years |
India |
Shubhranshu Mishra |
|
| 03-Feb-2025 |
Vinati Organics Ltd - Healthy performance in a difficult quarter; Buy with raised TP of Rs 2300 |
India |
Surya Patra |
|
| 03-Feb-2025 |
PATH |
India |
Anshul Bhargava |
|
| 02-Feb-2025 |
Adani Ports & SEZ 3QFY25 Update - Maintain BUY TP Rs 1,590 |
India |
Vikram Suryavanshi |
|
| 02-Feb-2025 |
Praj Industries 3QFY25 Update - Maintain BUY |
India |
Vikram Suryavanshi |
|
| 01-Feb-2025 |
Union Budget 2025-26: Big positive- tax benefits; rest stable and in planning stage |
India |
Anjali Verma |
|
| 01-Feb-2025 |
PhillipCapital India Commodities Budget 2025-26 |
India |
Ashwini Bansod |
|
| 01-Feb-2025 |
PC - Monthly Technical - The 20:80 Report - FEBRUARY 2024 |
India |
Subodh Gupta |
|
| 01-Feb-2025 |
Auto Dealers Check – Jan 2025 | Retails in a pause mode |
India |
Amit Hiranandani |
|
| 01-Feb-2025 |
PATH |
India |
Anshul Bhargava |
|
| 31-Jan-2025 |
Vedanta Q3FY25: Aluminum division outperformed; positive outlook intact (Maintain BUY) |
India |
Vikash Singh |
|
| 31-Jan-2025 |
Biocon - Strategic growth levers in place; Maintain BUY with TP Rs 415 |
India |
Surya Patra |
|
| 31-Jan-2025 |
UPL Q3FY25 - Feb 2025 |
India |
Harmish Desai |
|
| 31-Jan-2025 |
Coromandel International Q3FY25 - Feb 2025 |
India |
Harmish Desai |
|
| 31-Jan-2025 |
Bandhan Bank (BANDHAN IN EQUTY) - Micro finance stress on rise |
India |
Manish Agarwalla |
|
| 31-Jan-2025 |
Sun Pharma (SUNP IN) - Saw strong core operating performance; Maintain BUY with TP Rs 2120 |
India |
Surya Patra |
|
| 31-Jan-2025 |
Indusind Bank (IIB IN) - Stress in unsecured loan drags earning |
India |
Manish Agarwalla |
|
| 31-Jan-2025 |
Marico Ltd (MRCO IN): On track to deliver double digit topline growth in FY25 |
India |
Anurag Dayal |
|
| 31-Jan-2025 |
Concor 3QFY25 Update - Maintain BUY |
India |
Vikram Suryavanshi |
|
| 31-Jan-2025 |
Shree Cement (SRCM IN) - Maintain Neutral - PO Rs28,000 |
India |
Vaibhav Agarwal |
|
| 31-Jan-2025 |
PATH |
India |
Anshul Bhargava |
|
| 30-Jan-2025 |
Deepak Fertiliser Q3FY25 - Jan 2025 |
India |
Harmish Desai |
|
| 30-Jan-2025 |
Tata Cons Products Ltd (TATACONS IN): 3Q margin miss transitory; medium-term growth outlook intact | Stay buy with a lower TP of Rs. 1100 |
India |
Anurag Dayal |
|
| 30-Jan-2025 |
Larsen & Toubro (LT IN): Good core, and even better guidance |
India |
Vinod Chari |
|
| 30-Jan-2025 |
JIndal Steel & Power Q3FY25: New capex announced; all eyes on timely commissioning (Maintain Buy) |
India |
Vikash Singh |
|
| 30-Jan-2025 |
GAIL (India) Ltd -3QFY25 Update - Weaker gas trading and petrochemical weigh on earnings |
India |
Nitin Tiwari |
|
| 30-Jan-2025 |
SRF Ltd - Benefited by Ref gas seasonality; Q4 likely to be seasonal peak; Maintain Neutral with raised TP Rs 2620 |
India |
Surya Patra |
|
| 30-Jan-2025 |
HeidelbergCement India Ltd (HEIM IN) - Maintain Neutral - PO Rs210 |
India |
Vaibhav Agarwal |
|
| 30-Jan-2025 |
Quess Corp 3QFY25 - Demerger on track; BFSI led headwind in near term; Maintain BUY |
India |
Harshraj Rao |
|
| 30-Jan-2025 |
Jindal Stainless Q3FY25: Consistent performance in challenging times; outlook stable (Maintain Buy) |
India |
Vikash Singh |
|
| 30-Jan-2025 |
PATH |
India |
Anshul Bhargava |
|
| 29-Jan-2025 |
ACC Ltd - Maintain Buy - PO Rs2,400 |
India |
Vaibhav Agarwal |
|
| 29-Jan-2025 |
Mahindra Logistics 3QFY25 Update - Maintain BUY |
India |
Vikram Suryavanshi |
|
| 29-Jan-2025 |
Ambuja Cements (ACEM IN) - Maintain Buy (PO Rs690) |
India |
Vaibhav Agarwal |
|
| 29-Jan-2025 |
Westlife Foodworld: Growth momentum turns positive as base turns favorable |
India |
Ankit Kedia |
|
| 29-Jan-2025 |
Indian Bank (INBK IN) - Beat across parameter |
India |
Manish Agarwalla |
|
| 29-Jan-2025 |
KPIT Technologies 3QFY25 - Inline results; Optimistic commentary; Maintain Neutral |
India |
Karan Uppal |
|
| 29-Jan-2025 |
Bajaj Finance (BAF IN): Credit cost to remain overhang in 4Q |
India |
Shubhranshu Mishra |
|
| 29-Jan-2025 |
Teamlease Services 3QFY25 - Signs of specialized staffing revival, amidst soft people addition; Maintain BUY |
India |
Harshraj Rao |
|
| 29-Jan-2025 |
Mahanagar Gas Ltd - 3QFY25 - Improved prognosis following resurgent gas sourcing; BUY |
India |
Nitin Tiwari |
|
| 29-Jan-2025 |
Fed Policy: Status quo on rates; awaiting clarity on Trump’s policy |
India |
Anjali Verma |
|
| 29-Jan-2025 |
Siemens India (SIEM IN)-Time is ripe, upgrade to Buy |
India |
Vinod Chari |
|
| 29-Jan-2025 |
BHEL (BHEL IN)-Legacy execution remains key. Maintain BUY |
India |
Vinod Chari |
|
| 29-Jan-2025 |
Siemens India (SIEM IN)-Time is ripe, upgrade to Buy |
India |
Vinod Chari |
|
| 29-Jan-2025 |
BHEL (BHEL IN)-Legacy execution remains key. Maintain BUY |
India |
Vinod Chari |
|
| 29-Jan-2025 |
JTL Industries Q3FY25: Structural story intact; volume growth to drive earnings (Maintain Buy) |
India |
Vikash Singh |
|
| 29-Jan-2025 |
WIT (28 Jan): Macro activity holding-up |
India |
Anjali Verma |
|
| 29-Jan-2025 |
PATH |
India |
Anshul Bhargava |
|
| 28-Jan-2025 |
Colgate Palmolive (CLGT IN) 3QFY25 Result Update: Weak Q3 result, muted near-term earnings outlook ; Maintain NEUTRAL with Revised TP of Rs. 2,930/ |
India |
Anurag Dayal |
|
| 28-Jan-2025 |
Cipla - Seasonal benefits drove earnings beat; Upgrade to Neutral with raised TP of Rs 1360 |
India |
Surya Patra |
|
| 28-Jan-2025 |
Maharashtra Seamless Q3FY25: Seamless EBITDA/t continue to recover; outlook improving (Maintain Buy) |
India |
Vikash Singh |
|
| 28-Jan-2025 |
Mahindra and Mahindra Financial Services (MMFS IN): Beat due to write-backs manifested by ECL mode |
India |
Shubhranshu Mishra |
|
| 28-Jan-2025 |
Petronet LNG Ltd -3QFY25- Earnings in-line but throughput declines sequentially |
India |
Nitin Tiwari |
|
| 28-Jan-2025 |
Indraprastha Gas Limited -3QFY25 Update - Restoration of APM allocation improves prognosis |
India |
Nitin Tiwari |
|
| 28-Jan-2025 |
Tata Steel Q3FY25: Negatives largely factored in; India volume ramp up to drive earnings (Maintain Buy) |
India |
Vikash Singh |
|
| 28-Jan-2025 |
Hindustan Zinc Q3FY25: Outlook improving but valuations outside comfort zone (Maintain Buy) |
India |
Vikash Singh |
|
| 28-Jan-2025 |
Emami (HMN IN) 3QFY25 Result Update: Positive outlook; seasonality risk remains intact ; Maintain NEUTRAL with Revised TP of Rs. 630/ |
India |
Anurag Dayal |
|
| 28-Jan-2025 |
Jindal SAW Q3FY25: Strong earnings momentum to be maintained (Maintain Buy) |
India |
Vikash Singh |
|
| 28-Jan-2025 |
test |
India |
jeevan |
|
| 28-Jan-2025 |
JK Cement Ltd (JKCE IN) - Maintain Buy - PO Rs5,800 |
India |
Vaibhav Agarwal |
|
| 28-Jan-2025 |
PATH |
India |
Anshul Bhargava |
|
| 27-Jan-2025 |
Go Fashion: Risk to reward remains favorable |
India |
Ankit Kedia |
|
| 27-Jan-2025 |
TCI ltd 3QFY25 results update - Maintain BUY TP Rs 1,290 |
India |
Vikram Suryavanshi |
|
| 27-Jan-2025 |
Bajaj Housing Finance (BAJAJHFL IN): Steady quarter with strong AUM growth |
India |
Shubhranshu Mishra |
|
| 27-Jan-2025 |
Coal India Q3FY25: Structural story intact; performance on improving trajectory (Maintain Buy) |
India |
Vikash Singh |
|
| 27-Jan-2025 |
PATH |
India |
Anshul Bhargava |
|
| 25-Jan-2025 |
ICICI Bank (ICICIBC IN) - Stable Core performance |
India |
Manish Agarwalla |
|
| 25-Jan-2025 |
Atul Ltd - Saw sustained sequential improvement amidst sector uncertainties: Maintain BUY with TP Rs 9000 |
India |
Surya Patra |
|
| 25-Jan-2025 |
Shriram Finance Limited (SHFL IN): Strong quarter, though credit cost inching up |
India |
Shubhranshu Mishra |
|
| 24-Jan-2025 |
JSW Steel Q4FY25: Outperformed in difficult quarter; Near term headwinds persist |
India |
Vikash Singh |
|
| 24-Jan-2025 |
Godrej Consumer Products (GCPL IN) 3QFY25 Result Update: Look beyond Q3 weakness, time to accumulate ; Maintain BUY with TP of Rs. 1.420/ |
India |
Anurag Dayal |
|
| 24-Jan-2025 |
DCB Bank (DCBB IN) - Core performance above expectatio |
India |
Palvir Bahia |
|
| 24-Jan-2025 |
Mphasis 3QFY25 - Strong TCV and pipeline growth; optimistic outlook; Maintain BUY |
India |
Karan Uppal |
|
| 24-Jan-2025 |
Budget Preview: Fiscal targeting to limit expansion plans |
India |
Anjali Verma |
|
| 24-Jan-2025 |
Agri - Technical Levels |
India |
Rajeev Darji |
|
| 24-Jan-2025 |
MCX - Technical Levels |
India |
Rajeev Darji |
|
| 24-Jan-2025 |
Dr Reddys Laboratories - In line core operating performance, Maintain BUY with raised TP of Rs 1450 |
India |
Surya Patra |
|
| 23-Jan-2025 |
Cyient 3QFY25 - IInline performance; TCV improved; Weak outlook Maintain Neutral |
India |
Karan Uppal |
|
| 23-Jan-2025 |
Nippon Life Asset Management (NAM IN) - Flows remains strong, but yield declines |
India |
Manish Agarwalla |
|
| 23-Jan-2025 |
PATH |
India |
Anshul Bhargava |
|
| 23-Jan-2025 |
Metro Brands: Building a strong and diverse brandscape |
India |
Ankit Kedia |
|
| 23-Jan-2025 |
UltraTech Cement (UTCEM IN) - Maintain Buy - PO Rs13,000 |
India |
Vaibhav Agarwal |
|
| 23-Jan-2025 |
The India Cements Ltd (ICEM IN) - Buy (Upgrade) - PO Rs380 |
India |
Vaibhav Agarwal |
|
| 23-Jan-2025 |
Coforge 3QFY25 - Robust organic growth; Positive commentary and outlook; Maintain BUY |
India |
Karan Uppal |
|
| 23-Jan-2025 |
PATH |
India |
Anshul Bhargava |
|
| 22-Jan-2025 |
Dalmia Bharat (DALBHARA IN) - Maintain Neutral (PO Rs1,900) |
India |
Vaibhav Agarwal |
|
| 22-Jan-2025 |
India Auto Expo 2025 | Prioritizing cost, quality and design; saw surge in EVs! |
India |
Amit Hiranandani |
|
| 22-Jan-2025 |
Energy Sector Update - Indian PSUs sign MOU for gas import with Argentina’s YPF |
India |
Nitin Tiwari |
|
| 22-Jan-2025 |
Hindustan Unilever Ltd (HUVR IN): Q3FY25 Result Update - Volume growth remains elusive | Maintain NEUTRAL, Revised TP Rs. 2,550 |
India |
Anurag Dayal |
|
| 22-Jan-2025 |
Persistent Systems 3QFY25 - Inline results; Continues to execute well; Maintain BUY |
India |
Karan Uppal |
|
| 22-Jan-2025 |
HDFC Bank (HDFCB IN) - Core performance above expectation |
India |
Manish Agarwalla |
|
| 22-Jan-2025 |
PATH |
India |
Anshul Bhargava |
|
| 21-Jan-2025 |
IndiaMART InterMESH 3QFY25 - Elevated churn persists, collection remains soft; Maintain Neutral |
India |
Harshraj Rao |
|
| 20-Jan-2025 |
APL Apollo Tubes Q3FY25: Good performance in challenging times; growth outlook intact (Maintain Buy) |
India |
Vikash Singh |
|
| 20-Jan-2025 |
PATH |
India |
Anshul Bhargava |
|
| 19-Jan-2025 |
Rallis India Q3FY25 - Jan 2025 |
India |
Harmish Desai |
|
| 18-Jan-2025 |
EMS 2.0- Component Ecosystem: The next manufacturing revolution - Jan 2025 |
India |
Vipraw Srivastava |
|
| 18-Jan-2025 |
Tech Mahindra 3QFY25 - Decent results; marking consistent progress towards FY27 targets; Maintain Neutral |
India |
Karan Uppal |
|
| 18-Jan-2025 |
Wipro3QFY25 - Margins Beat; Weak Guidance; Portfolio volatility persists; Maintain Neutral |
India |
Karan Uppal |
|
| 18-Jan-2025 |
Kotak Mahindra Bank (KMB IN) - Defying the trend |
India |
Manish Agarwalla |
|
| 18-Jan-2025 |
Indian Hotels Company Ltd: Operating leverage to support margin expansion |
India |
Ankit Kedia |
|
| 17-Jan-2025 |
PATH |
India |
Anshul Bhargava |
|
| 16-Jan-2025 |
Axis Bank (AXSB IN) - Elevated slippage and weak growth |
India |
Manish Agarwalla |
|
| 16-Jan-2025 |
LTIMindtree 3QFY25 - Strong growth; Robust TCV; outlook positive ; Maintain BUY |
India |
Karan Uppal |
|
| 16-Jan-2025 |
Infosys 3QFY25 - Decent results; Modest TCV and Q4 outlook; Maintain BUY |
India |
Karan Uppal |
|
| 16-Jan-2025 |
PATH |
India |
Anshul Bhargava |
|
| 15-Jan-2025 |
PhillipCapital Commodities Quarterly Report |
India |
Ashwini Bansod |
|
| 15-Jan-2025 |
Shoppers Stop: LFL growth trajectory to sustain in near term |
India |
Ankit Kedia |
|
| 15-Jan-2025 |
L&T Technology Services 3QFY25 - Strong results and TCV; growth outlook improving; Upgrade to BUY |
India |
Karan Uppal |
|
| 15-Jan-2025 |
PATH |
India |
Anshul Bhargava |
|
| 14-Jan-2025 |
HDFC Asset Management (HDFCAMC IN) - Operating performance remains strong |
India |
Manish Agarwalla |
|
| 14-Jan-2025 |
HCL Tech 3QFY25 - Decent results; TCV mix improving; optimistic commentary; Maintain BUY |
India |
Karan Uppal |
|
| 14-Jan-2025 |
PATH |
India |
Anshul Bhargava |
|
| 13-Jan-2025 |
Chemicals/Pharma EXIM trends December 2024; Top Picks - ARTO, ZYDUSLIF, DIVI, VO |
India |
Surya Patra |
|
| 13-Jan-2025 |
MF Tracker (Dec 24) - Net flows boosted by NFOs; buying in Discretionary, Healthcare |
India |
Anjali Verma |
|
| 13-Jan-2025 |
Budget Preview: A tightrope walk due to fiscal targeting |
India |
Anjali Verma |
|
| 13-Jan-2025 |
CPI Inflation : Eased to a 4-month low; better than expectation |
India |
Anjali Verma |
|
| 13-Jan-2025 |
PATH |
India |
Anshul Bhargava |
|
| 12-Jan-2025 |
Avenue Supermarts: (Upgrade to BUY) Leadership transition is a move in the right direction |
India |
Ankit Kedia |
|
| 10-Jan-2025 |
PATH |
India |
Anshul Bhargava |
|
| 09-Jan-2025 |
IREDA Ltd (IREDA IN) - Beat in Earnings but asset quality deteriorates |
India |
Manish Agarwalla |
|
| 09-Jan-2025 |
TCS 3QFY25 - Muted results; Strong TCV; Early signs of discretionary revival; Maintain BUY |
India |
Karan Uppal |
|
| 09-Jan-2025 |
PATH |
India |
Anshul Bhargava |
|
| 08-Jan-2025 |
WIT (7 Jan): Decent start to the year |
India |
Anjali Verma |
|
| 08-Jan-2025 |
Q3FY25 Earnings Preview: Performing sectors will continue to deliver |
India |
Anjali Verma |
|
| 08-Jan-2025 |
PATH |
India |
Anshul Bhargava |
|
| 07-Jan-2025 |
Metals 3QFY25 Results Preview: Non-Ferrous to outshine ferrous due to better realisations |
India |
Vikash Singh |
|
| 07-Jan-2025 |
Financials - Moderate earnings, slow deposit growth |
India |
Manish Agarwalla |
|
| 07-Jan-2025 |
PATH |
India |
Anshul Bhargava |
|
| 06-Jan-2025 |
Strategy: Actual changes in SEBI Classification for 1H25 |
India |
Anjali Verma |
|
| 06-Jan-2025 |
Shriram Finance Limited (SHFL IN): Management meetings KTAs |
India |
Shubhranshu Mishra |
|
| 06-Jan-2025 |
PATH |
India |
Anshul Bhargava |
|
| 03-Jan-2025 |
IT Services Q3FY25 Results Preview- Growth marred by Furloughs and Currency |
India |
Karan Uppal |
|
| 03-Jan-2025 |
PCI Index (Monthly): Yet another dip as HFIs soften |
India |
Anjali Verma |
|
| 03-Jan-2025 |
PATH |
India |
Anshul Bhargava |
|
| 02-Jan-2025 |
Strategy (Monthly): FIIs remain net sellers; Healthcare Outperforms |
India |
Anjali Verma |
|
| 02-Jan-2025 |
PATH |
India |
Anshul Bhargava |
|
| 01-Jan-2025 |
WIT (31 Dec): HFIs weak to stable; Sharp cut seen in autos |
India |
Anjali Verma |
|
| 01-Jan-2025 |
Specialty Chemicals Q3FY25 Preview: Look weak sequentially; Top results picks: Positive – ATLP, ARTO, VO; Negative – SRF |
India |
Surya Patra |
|
| 01-Jan-2025 |
Pharmaceuticals Q3FY25 Preview: Seasonal benefits add to momentum; Top Q3FY25 result picks: Positive: ZYDUSLIF, LPC, DIVI; Negative: CIPLA, IPCA |
India |
Surya Patra |
|
| 01-Jan-2025 |
PATH |
India |
Anshul Bhargava |
|
| 31-Dec-2024 |
PATH |
India |
Anshul Bhargava |
|
| 30-Dec-2024 |
PATH |
India |
Anshul Bhargava |
|
| 27-Dec-2024 |
PATH |
India |
Anshul Bhargava |
|
| 26-Dec-2024 |
PATH |
India |
Anshul Bhargava |
|
| 24-Dec-2024 |
PATH |
India |
Anshul Bhargava |
|
| 23-Dec-2024 |
PATH |
India |
Anshul Bhargava |
|
| 20-Dec-2024 |
Siemens India (SIEM IN) Differentiated HVDC focus means lowers potential TAM -Company Update |
India |
Vinod Chari |
|
| 20-Dec-2024 |
PATH |
India |
Anshul Bhargava |
|
| 19-Dec-2024 |
Metals: Karnataka mining tax: A direct negative impact for miners (NMDC, Vedanta) but more problematic for steel players (JSW) |
India |
Vikash Singh |
|
| 19-Dec-2024 |
PATH |
India |
Anshul Bhargava |
|
| 18-Dec-2024 |
Fed Policy: Rate cut by 25bps; softer 50bps cut expected in 2025 |
India |
Anjali Verma |
|
| 18-Dec-2024 |
PATH |
India |
Anshul Bhargava |
|
| 17-Dec-2024 |
PATH |
India |
Anshul Bhargava |
|
| 16-Dec-2024 |
PATH |
India |
Anshul Bhargava |
|
| 13-Dec-2024 |
PATH |
India |
Anshul Bhargava |
|
| 12-Dec-2024 |
MF Tracker (Nov) - Dip in flows, yet strong; buying in Discretionary, IT |
India |
Anjali Verma |
|
| 12-Dec-2024 |
CPI, IIP : Inflation eased with correction in food prices; IIP buoyant |
India |
Anjali Verma |
|
| 12-Dec-2024 |
PATH |
India |
Anshul Bhargava |
|
| 11-Dec-2024 |
PC-WIT (17 Dec): HFIs improved; Global central banks policies in focus |
India |
Anjali Verma |
|
| 11-Dec-2024 |
WIT (10 Dec): Macros holding up |
India |
Anjali Verma |
|
| 11-Dec-2024 |
PATH |
India |
Anshul Bhargava |
|
| 10-Dec-2024 |
PATH |
India |
Anshul Bhargava |
|
| 09-Dec-2024 |
Pipe Sector – ERW Pipes : A lacklustre year so far; long-term positive outlook intact (SECTOR & INITIATION) |
India |
Vikash Singh |
|
| 09-Dec-2024 |
PATH |
India |
Anshul Bhargava |
|
| 06-Dec-2024 |
Monetary Policy: Measures favouring better currency management; Inflation-growth commentary in line |
India |
Anjali Verma |
|
| 06-Dec-2024 |
PATH |
India |
Anshul Bhargava |
|
| 05-Dec-2024 |
PC - Technical Global Roundup December 2024 |
India |
Subodh Gupta |
|
| 05-Dec-2024 |
PC - Monthly Technical - The 20:80 Report - DECEMBER 2024 |
India |
Subodh Gupta |
|
| 05-Dec-2024 |
PATH |
India |
Anshul Bhargava |
|
| 04-Dec-2024 |
PC-WIT (3 Dec): HFIs are stable to positive |
India |
Anjali Verma |
|
| 04-Dec-2024 |
PATH |
India |
Anshul Bhargava |
|
| 03-Dec-2024 |
PATH |
India |
Anshul Bhargava |
|
| 03-Dec-2024 |
PCI Index (Monthly): Dipped from the historical high |
India |
Anjali Verma |
|
| 03-Dec-2024 |
IMD predicts Warmer winters – Vigilant on rabi output, inflation, and winter consumption |
India |
Anjali Verma |
|
| 02-Dec-2024 |
PATH |
India |
Anshul Bhargava |
|
| 02-Dec-2024 |
India IT Services - Can Trump 2.0 be a boon for the E&U vertical? |
India |
Karan Uppal |
|
| 02-Dec-2024 |
Apr-Oct Fiscal deficit: Deficit tamed, Capex weak |
India |
Anjali Verma |
|
| 02-Dec-2024 |
Biocon - Biosimilar portfolio to gain traction; Reiterate BUY with raised TP Rs 425 |
India |
Surya Patra |
|
| 29-Nov-2024 |
PATH |
India |
Anshul Bhargava |
|
| 29-Nov-2024 |
Q2FY25 GDP : Dips to 5.4%; we cut FY26 GVA estimate to 6.4% |
India |
Anjali Verma |
|
| 28-Nov-2024 |
PATH |
India |
Anshul Bhargava |
|
| 27-Nov-2024 |
PATH |
India |
Anshul Bhargava |
|
| 27-Nov-2024 |
NBFC and Fintech Sector: Perpetual cycle of busts underway in unsecured lending |
India |
Shubhranshu Mishra |
|
| 27-Nov-2024 |
WIT (26 Nov): HFIs are stable to weak |
India |
Anjali Verma |
|
| 26-Nov-2024 |
PATH |
India |
Anshul Bhargava |
|
| 26-Nov-2024 |
LTIMindtree - Analyst Meet KTAs - sets a bold vision of $10bn revenue; Maintain BUY |
India |
Karan Uppal |
|
| 25-Nov-2024 |
PATH |
India |
Anshul Bhargava |
|
| 22-Nov-2024 |
PATH |
India |
Anshul Bhargava |
|
| 21-Nov-2024 |
PATH |
India |
Anshul Bhargava |
|
| 21-Nov-2024 |
WIT (19 Nov): HFIs are largely stable |
India |
Anjali Verma |
|
| 20-Nov-2024 |
Aegis Logistics 2QFY25 Update - Maintain Sell |
India |
Vikram Suryavanshi |
|
| 20-Nov-2024 |
KDDL 2QFY25 Update - Maintain BUY |
India |
Vikram Suryavanshi |
|
| 19-Nov-2024 |
PATH |
India |
Anshul Bhargava |
|
| 18-Nov-2024 |
PATH |
India |
Anshul Bhargava |
|
| 18-Nov-2024 |
BANKS Result Review - Risk off strategy in play |
India |
Manish Agarwalla |
|
| 18-Nov-2024 |
Ratnamani Metals and Tubes 2QFY25: Lower sales impacted performance (Maintain Neutral) |
India |
Vikash Singh |
|
| 18-Nov-2024 |
Weekly Non-Agri Ratios Report |
India |
Ashwini Bansod |
|
| 17-Nov-2024 |
PI Industries Q2FY25 - Nov 2024 |
India |
Harmish Desai |
|
| 17-Nov-2024 |
Allcargo Logistics 2QFY25 Update - Maintain BUY |
India |
Vikram Suryavanshi |
|
| 16-Nov-2024 |
Apollo Tyres (APTY IN) : RM inflation to subside, though cost under-recoveries remain - NEUTRAL (Maintained) |
India |
Saksham Kaushal |
|
| 16-Nov-2024 |
IPCA Laboratories - Cut our US ramp up expectations; Maintain SELL with lower TP Rs 1030 |
India |
Surya Patra |
|
| 16-Nov-2024 |
Bharat Forge (BHFC IN) : Defence business well placed for the medium term - BUY (Maintained) |
India |
Manish Agarwalla |
|
| 16-Nov-2024 |
Hero MotoCorp (HMCL IN) : Product action and better wedding season to sustain demand - BUY (Maintained) |
India |
Manish Agarwalla |
|
| 15-Nov-2024 |
Strategy: Tread with caution despite correction in equities |
India |
Anjali Verma |
|
| 15-Nov-2024 |
Muthoot Finance (MUTH IN): Pick-up in loan growth, driven by higher productivity |
India |
Shubhranshu Mishra |
|
| 15-Nov-2024 |
VRL Logistics 2QFY25 Update - Maintain BUY |
India |
Vikram Suryavanshi |
|
| 15-Nov-2024 |
Mangalam Cement (MGC IN) - Maintain Neutral (PO Rs930) |
India |
Vaibhav Agarwal |
|
| 14-Nov-2024 |
PATH |
India |
Anshul Bhargava |
|
| 14-Nov-2024 |
National Aluminium Q2FY25: Best is yet to come (Maintain BUY) |
India |
Vikash Singh |
|
| 14-Nov-2024 |
Chemicals/Pharma EXIM trends - October 2024: Top Picks - ARTO, VO, ATLP, DRRD, ZYDUSLIF |
India |
Surya Patra |
|
| 13-Nov-2024 |
PATH |
India |
Anshul Bhargava |
|
| 13-Nov-2024 |
PATH |
India |
Anshul Bhargava |
|
| 13-Nov-2024 |
Repco Home Finance (REPCO IN): Will have to trade spreads for growth in FY25/26 |
India |
Shubhranshu Mishra |
|
| 13-Nov-2024 |
Eicher Motors (EIM IN) : Actions taken to spur growth, at the cost of margins - NEUTRAL (Maintained) |
India |
Saksham Kaushal |
|
| 13-Nov-2024 |
WIT (12 Nov): Indian macros holding-up well |
India |
Anjali Verma |
|
| 13-Nov-2024 |
Pennar Industries 2QFY25 Update - Maintain BUY |
India |
Vikram Suryavanshi |
|
| 13-Nov-2024 |
NMDC LTD Q2FY25: Outlook improving; Volume revival to drive earnings (Upgrade to Buy) |
India |
Vikash Singh |
|
| 13-Nov-2024 |
Gateway Distriparks 2QFY25 Update - Maintain BUY |
India |
Vikram Suryavanshi |
|
| 13-Nov-2024 |
Vinati Organics Ltd - Growth outlook remain intact; Upgrade to Buywith TP of Rs 2200 |
India |
Surya Patra |
|
| 13-Nov-2024 |
Zydus Lifesciences Ltd - Strong operating performance; Upgrade to BUY with TP Rs 110 |
India |
Surya Patra |
|
| 12-Nov-2024 |
PATH |
India |
Anshul Bhargava |
|
| 12-Nov-2024 |
TBO Tek 2QFY25 - Business mix improving; optimistic outlook; Maintain BUY |
India |
Karan Uppal |
|
| 12-Nov-2024 |
Hindalco Q2FY25: Stronger domestic business to counterbalance Novelis` weakness (Maintain Buy) |
India |
Vikash Singh |
|
| 12-Nov-2024 |
CPI, IIP : Inflation spiked to a 14-month high; IIP healthy |
India |
Anjali Verma |
|
| 12-Nov-2024 |
Star Cement (STRCEM IN) - Maintain BUY (PO Rs250): |
India |
Vaibhav Agarwal |
|
| 12-Nov-2024 |
Welspun Corp 2QFY25: Outlook positive; valuations getting stretched (Maintain NEUTRAL) |
India |
Vikash Singh |
|
| 12-Nov-2024 |
Shree Cement - Maintain Neutral (PO Rs26,500) |
India |
Vaibhav Agarwal |
|
| 12-Nov-2024 |
Business Services: Staffing sector to sail with structural tailwinds; Initiate coverage on Quess Corp and TeamLease with BUY |
India |
Harshraj Rao |
|
| 12-Nov-2024 |
Camlin Fine Sciences - Focuses on Vanila & Blends for a profitable growth; Maintain NEUTRAL with TP Rs 110: |
India |
Surya Patra |
|
| 11-Nov-2024 |
PATH |
India |
Anshul Bhargava |
|
| 11-Nov-2024 |
MF Tracker (Oct) - Net flows remain strong; buying in Financials, Healthcare |
India |
Anjali Verma |
|
| 11-Nov-2024 |
UPL Q2FY25 - Nov 2024 |
India |
Harmish Desai |
|
| 11-Nov-2024 |
Devyani International Ltd: Margins continue to remain under stress on weak demand |
India |
Ankit Kedia |
|
| 11-Nov-2024 |
Jubilant Foodworks: Continues to prioritize market share |
India |
Ankit Kedia |
|
| 11-Nov-2024 |
Aurobindo Pharma - H2 to drive growth; Maintain Neutral rating with lowered TP of Rs 1470 |
India |
Surya Patra |
|
| 11-Nov-2024 |
Biocon - Pipeline uncertainly ends; Upgrade to BUY with TP Rs 385 |
India |
Surya Patra |
|
| 10-Nov-2024 |
Aarti Industries - Hurt by weak season and prices; Volume led growth intact; Retain BUY with lowered TP Rs 680 |
India |
Surya Patra |
|
| 10-Nov-2024 |
Tata Motors (TTMT IN) : Key guidance held, though with lesser headroom for volatility - BUY (Maintained) |
India |
Saksham Kaushal |
|
| 10-Nov-2024 |
Ashok Leyland (AL IN) : Structural tailwinds in favour of CV demand picking up - BUY (Maintained) |
India |
Saksham Kaushal |
|
| 10-Nov-2024 |
Bata India: Driving initiatives across front end and back end |
India |
Ankit Kedia |
|
| 10-Nov-2024 |
Equitas SFB (EQUITASB IN) - Asset quality deteriorates |
India |
Manish Agarwalla |
|
| 10-Nov-2024 |
Divis Laboratories - Well placed to lead the GLP CDMO opportunity from India; Maintain Neutral with raised TP of Rs 5500 |
India |
Surya Patra |
|
| 10-Nov-2024 |
Indo Count 2QFY25 Update - Maintain BUY |
India |
Vikram Suryavanshi |
|
| 10-Nov-2024 |
ABFRL: Store expansion remains calibrated in the near-term |
India |
Ankit Kedia |
|
| 10-Nov-2024 |
JK Lakshmi Cement (JKLC IN) - Downgrade to Neutral - PO Rs850 |
India |
Vaibhav Agarwal |
|
| 10-Nov-2024 |
The India Cements Ltd (ICEM IN) - Maintain Neutral (PO Rs390) |
India |
Vaibhav Agarwal |
|
| 10-Nov-2024 |
State Bank of India (SBIN IN) - Above expectation |
India |
Manish Agarwalla |
|
| 10-Nov-2024 |
Vedanta 2QFY25: Positive outlook intact; Aluminium division to drive EPS growth (Maintain Buy) |
India |
Vikash Singh |
|
| 10-Nov-2024 |
Power Finance Corporation (POWF IN) - Maintain growth guidance of ~14% |
India |
Manish Agarwalla |
|
| 10-Nov-2024 |
Lupin - Saw strong domestic performance; Upgrades margin outlook; Maintain Neutral with raised TP Rs 2100 |
India |
Surya Patra |
|
| 09-Nov-2024 |
Steel Authority of India Q2FY25: Performance bottomed out (Maintain Buy) |
India |
Vikash Singh |
|
| 08-Nov-2024 |
PATH |
India |
Anshul Bhargava |
|
| 08-Nov-2024 |
Gujarat State Petronet Ltd- Earnings inline; Restructuring to unlock value - Q2FY25 Update |
India |
Nitin Tiwari |
|
| 08-Nov-2024 |
Indian Hotels Company Ltd: Healthy hotel revenue growth drives operating leverage |
India |
Ankit Kedia |
|
| 08-Nov-2024 |
Trent: Store closure, weak demand impacts revenue growth |
India |
Ankit Kedia |
|
| 08-Nov-2024 |
Page Industries: Favorable input costs to support healthy operating margin |
India |
Ankit Kedia |
|
| 07-Nov-2024 |
PATH |
India |
Anshul Bhargava |
|
| 07-Nov-2024 |
Tata Steel Q2FY25: Domestic outlook better; wait for Europe turnaround gets longer (Maintain Neutral) |
India |
Vikash Singh |
|
| 07-Nov-2024 |
Escorts Kubota Ltd (ESC IN) : Margins reset lower; focus now on localization and synergies - NEUTRAL (Maintained) |
India |
Saksham Kaushal |
|
| 07-Nov-2024 |
Mahindra & Mahindra (MM IN) : All key segments are performing well - BUY (Maintained) |
India |
Saksham Kaushal |
|
| 07-Nov-2024 |
Chambal Fertilisers Q2FY25 - Nov 2024 |
India |
Harmish Desai |
|
| 07-Nov-2024 |
Endurance Technologies (ENDU IN) : New segments look promising, but factored in the valuation - NEUTRAL (Maintained) |
India |
Saksham Kaushal |
|
| 07-Nov-2024 |
Gujarat Gas Ltd - Gas sales lower, but margins improve sequentially Q2FY25 Update |
India |
Nitin Tiwari |
|
| 06-Nov-2024 |
PATH |
India |
Anshul Bhargava |
|
| 06-Nov-2024 |
Dhanuka Agritech Q2FY25 - Nov 2024 |
India |
Harmish Desai |
|
| 06-Nov-2024 |
Jindal Steel & Power Q2FY25: Growth story intact despite near term headwinds (Maintain Buy) |
India |
Vikash Singh |
|
| 06-Nov-2024 |
GAIL(India) Ltd - Earnings poised for growth- Q2FY25 Update |
India |
Nitin Tiwari |
|
| 06-Nov-2024 |
Titan Company: Core jewellery margin to remain under pressure |
India |
Ankit Kedia |
|
| 06-Nov-2024 |
Dr Reddys Laboratories - Beat on all fronts; All strategic growth drivers in place; Maintain BUY with TP of Rs 1400 |
India |
Surya Patra |
|
| 05-Nov-2024 |
PATH |
India |
Anshul Bhargava |
|
| 05-Nov-2024 |
Manappuram FInance (MGFL IN): Non-gold AUM growth to weigh on credit cost in FY25 |
India |
Shubhranshu Mishra |
|
| 04-Nov-2024 |
PCI Index (Monthly): Stable and at all-time high |
India |
Anjali Verma |
|
| 04-Nov-2024 |
Go Fashion (India): A leg up on competition (Initiating Coverage) |
India |
Ankit Kedia |
|
| 04-Nov-2024 |
PC_Technical_Global Roundup_
01_NOV_2024 |
India |
Subodh Gupta |
|
| 02-Nov-2024 |
Deepak Fertiliser Q2FY25 - Nov 2024 |
India |
Harmish Desai |
|
| 01-Nov-2024 |
PATH |
India |
Anshul Bhargava |
|
| 31-Oct-2024 |
PATH |
India |
Anshul Bhargava |
|
| 31-Oct-2024 |
Adani Ports and SEZ 2QFY25 Update - Maintain BUY |
India |
Vikram Suryavanshi |
|
| 31-Oct-2024 |
Biocon - Inline operating performance; Financial stress continues; Maintain NEUTRAL with lowered TP of Rs 280 |
India |
Surya Patra |
|
| 30-Oct-2024 |
PATH |
India |
Anshul Bhargava |
|
| 30-Oct-2024 |
WIT (29 Oct): Mixed signals; US elections – most awaited event to unfold next week |
India |
Anjali Verma |
|
| 30-Oct-2024 |
Concor 2QFY25 Update - Maintain BUY |
India |
Vikram Suryavanshi |
|
| 30-Oct-2024 |
V-Mart Retail: Store additions and demand recovery on track |
India |
Ankit Kedia |
|
| 30-Oct-2024 |
Cipla - Base business weakness persists; Revlimid to save H2: Re-iterate SELL with TP Rs 1220 |
India |
Surya Patra |
|
| 30-Oct-2024 |
APL Apollo Tubes Q2FY25: Worst performance in recent times; on a recovery path (Maintain Buy) |
India |
Vikash Singh |
|
| 30-Oct-2024 |
Indraprastha Gas Ltd.- Sales growth recovers but prognosis muddled; NEUTRAL-Q2FY25 Update |
India |
Nitin Tiwari |
|
| 30-Oct-2024 |
Maharashtra Seamless Q2FY25: Seamless EBITDA/t bounced back; guidance remained muted (Maintain Buy) |
India |
Vikash Singh |
|
| 29-Oct-2024 |
PATH |
India |
Anshul Bhargava |
|
| 29-Oct-2024 |
LIC Housing Finance (LICHF IN): NIMs to compress, coupled with tepid growth in FY25 |
India |
Shubhranshu Mishra |
|
| 29-Oct-2024 |
Maruti Suzuki (MSIL IN) : Higher discounts help normalize inventory levels - BUY (Maintained) |
India |
Saksham Kaushal |
|
| 29-Oct-2024 |
HeidelbergCement India Ltd (HEIM IN) - Maintain Neutral - PO Rs210 |
India |
Vaibhav Agarwal |
|
| 29-Oct-2024 |
JK Cement Ltd (JKCE IN) - Maintain BUY - PO Rs5,500 |
India |
Vaibhav Agarwal |
|
| 29-Oct-2024 |
Indian Bank (INBK IN) - All round performance |
India |
Manish Agarwalla |
|
| 28-Oct-2024 |
PATH |
India |
Anshul Bhargava |
|
| 28-Oct-2024 |
PATH |
India |
Anshul Bhargava |
|
| 28-Oct-2024 |
Sun Pharma - Revlimid and lower R&D spend drive earnings surprise; Maintain BUY with Raised TP of Rs 2100 |
India |
Surya Patra |
|
| 28-Oct-2024 |
Cholamandalam Investment and Finance Company (CIFC IN): Guidance maintained for FY25 |
India |
Shubhranshu Mishra |
|
| 28-Oct-2024 |
Sanghi Industries (SNGI IN) - Drop Coverage |
India |
Vaibhav Agarwal |
|
| 28-Oct-2024 |
Sapphire Foods India :Long-term story remains intact despite near-term challenges |
India |
Ankit Kedia |
|
| 28-Oct-2024 |
ACC Ltd (ACC IN) - Maintain BUY - PO Rs3,000 |
India |
Vaibhav Agarwal |
|
| 28-Oct-2024 |
Ambuja Cements (ACEM IN) - Maintain BUY - PO Rs710 |
India |
Vaibhav Agarwal |
|
| 28-Oct-2024 |
Balrampur Chini Mills (BRCM IN): Sweetening the deal with ethanol and PLA (BUY, TP Rs 705) |
India |
Vikram Suryavanshi |
|
| 28-Oct-2024 |
Shriram Finance Ltd (SHFL IN): Strong quarter, FY25 guidance maintained |
India |
Shubhranshu Mishra |
|
| 27-Oct-2024 |
Coromandel International Q2FY25 - Oct 2024 |
India |
Harmish Desai |
|
| 27-Oct-2024 |
Atul Ltd - Saw sustained operational recovery; Best positioned among peers; BUY with raised TP of Rs 9000 |
India |
Surya Patra |
|
| 27-Oct-2024 |
Balkrishna Industries Ltd (BIL IN) : Weak demand persists, while management controls costs - NEUTRAL (Maintained) |
India |
Saksham Kaushal |
|
| 27-Oct-2024 |
Bandhan Bank (BANDHAN IN EQUTY)- Micro finance stress increases again |
India |
Manish Agarwalla |
|
| 27-Oct-2024 |
Bank of Baroda (BOB IN) - Strong recovery led to beat in PAT |
India |
Manish Agarwalla |
|
| 27-Oct-2024 |
ICICI Bank (ICICIBC IN) - Stable Core performance |
India |
Manish Agarwalla |
|
| 27-Oct-2024 |
REC Ltd (RECL IN) - Strong margin performance |
India |
Manish Agarwalla |
|
| 26-Oct-2024 |
Mahanagar Gas Ltd. - Prognosis for reduced domestic supply a concern -Q2FY25 Update |
India |
Nitin Tiwari |
|
| 26-Oct-2024 |
JSW Steel 2QFY25: Outperformed in difficult quarter; volume growth story intact (Downgrade to Neutral) |
India |
Vikash Singh |
|
| 26-Oct-2024 |
Coal India Q2FY25: Lower offtake impacted performance; positive outlook intact (Maintain Buy) |
India |
Vikash Singh |
|
| 25-Oct-2024 |
PATH |
India |
Anshul Bhargava |
|
| 25-Oct-2024 |
TCI Ltd 2QFY25 Update - Maintain BUY TP Rs 1,290 |
India |
Vikram Suryavanshi |
|
| 24-Oct-2024 |
PATH |
India |
Anshul Bhargava |
|
| 24-Oct-2024 |
DCB Bank (DCBB IN) - Performance above expectation |
India |
Manish Agarwalla |
|
| 24-Oct-2024 |
Indusind Bank (IIB IN) - Stress in unsecured drags earning |
India |
Manish Agarwalla |
|
| 24-Oct-2024 |
Petronet LNG Ltd - Lower throughput leads to sequential decline in earnings -Q2FY25 update |
India |
Nitin Tiwari |
|
| 24-Oct-2024 |
Westlife Foodworld: Expect recovery in growth and margin from Q3FY25 onwards |
India |
Ankit Kedia |
|
| 24-Oct-2024 |
Cyient 2QFY25 - Inline performance; weak TCV; aggressive guidance ; Maintain Neutral |
India |
Karan Uppal |
|
| 24-Oct-2024 |
US Elections and India - Neutral to long-term positive for India |
India |
Anjali Verma |
|
| 23-Oct-2024 |
PATH |
India |
Anshul Bhargava |
|
| 23-Oct-2024 |
Sona BLW PF Ltd (SONACOMS IN) : Railway business to boost revenue; but dilute margins, ratios - BUY (Maintained) |
India |
Saksham Kaushal |
|
| 23-Oct-2024 |
TVS Motor (TVSL IN) : Double-digit growth during Navaratri; though valuations rich - NEUTRAL (Maintained) |
India |
Saksham Kaushal |
|
| 23-Oct-2024 |
KPIT Technologies 2QFY25 - Cautious R&D spends by Auto OEMs clouds near term outlook; Downgrade to Neutral |
India |
Karan Uppal |
|
| 23-Oct-2024 |
SRF Ltd - Continued weak agro-demand raises concern over FY25 margins; Maintain Neutral rating with lowered TP Rs 2300 |
India |
Surya Patra |
|
| 23-Oct-2024 |
Shoppers Stop: Expect mid-single digit LTL growth in H2FY25 |
India |
Ankit Kedia |
|
| 23-Oct-2024 |
Mahindra Logistics 2QFY25 Update - Focus on cost optimization I Maintain BUY |
India |
Vikram Suryavanshi |
|
| 23-Oct-2024 |
Coforge 2QFY25 - Robust growth and TCVs; optimistic outlook; Maintain BUY |
India |
Karan Uppal |
|
| 23-Oct-2024 |
Mahindra and Mahindra Financial Services (MMFS IN): Miss due to higher than expected credit cost |
India |
Shubhranshu Mishra |
|
| 23-Oct-2024 |
Bajaj Finance (BAF IN): Credit cost to remain overhang in 2H |
India |
Shubhranshu Mishra |
|
| 22-Oct-2024 |
PATH |
India |
Anshul Bhargava |
|
| 22-Oct-2024 |
Persistent Systems 2QFY25 - Continues to execute well; Maintain BUY |
India |
Karan Uppal |
|
| 22-Oct-2024 |
Bajaj Housing Finance (BAJAJHFL IN): Steady quarter with strong AUM growth |
India |
Shubhranshu Mishra |
|
| 21-Oct-2024 |
PATH |
India |
Anshul Bhargava |
|
| 21-Oct-2024 |
UltraTech Cement (UTCEM IN) - Maintain Buy - PO Rs12,000 |
India |
Vaibhav Agarwal |
|
| 21-Oct-2024 |
Dalmia Bharat (DALBHARA IN) - Maintain Neutral - PO Rs1,900 |
India |
Vaibhav Agarwal |
|
| 21-Oct-2024 |
Jindal SAW 2QFY25: Solid performance to continue (Maintain BUY) |
India |
Vikash Singh |
|
| 21-Oct-2024 |
Tata Consumer Products Ltd (TATACONS IN) 2QFY25 Result Update: Expecting near term volume growth challenges in the core portfolio + slowdown in non-branded business from 3QFY25 | Maintained BUY rating with Rs. 1,200/- |
India |
Binay Shukla |
|
| 20-Oct-2024 |
Ceat Ltd (CEAT IN) : RM cost inflation overhang to continue over the near-term - NEUTAL (Maintained) |
India |
Saksham Kaushal |
|
| 20-Oct-2024 |
HDFC Bank (HDFCB IN) - Core performance above expectation |
India |
Manish Agarwalla |
|
| 20-Oct-2024 |
Kotak Mahindra Bank (KMB IN) Uptick in stress along with NIM compression |
India |
Manish Agarwalla |
|
| 20-Oct-2024 |
Energy Sector - Deallocation of APM gas in CGD calls for urgent tax reforms |
India |
Nitin Tiwari |
|
| 19-Oct-2024 |
IndiaMART InterMESH 2QFY25 - Soft collections; elevated customer churn persists; Neutral (Downgrade) |
India |
Karan Uppal |
|
| 19-Oct-2024 |
Jindal Stainless Q2FY25: Stable performance; positive outlook intact (Maintain Buy) |
India |
Vikash Singh |
|
| 19-Oct-2024 |
Tech Mahindra 2QFY25 - Decent results; growth outlook uncertain; risk reward unfavorable; Maintain Neutra |
India |
Karan Uppal |
|
| 19-Oct-2024 |
Hindustan Zinc 2QFY25 Result: In-line performance; Positives largely factored in (Upgrade to Neutral) |
India |
Vikash Singh |
|
| 19-Oct-2024 |
Wipro 2QFY25 - Decent results; Weak Guidance; Portfolio volatility persists; Maintain Neutral |
India |
Karan Uppal |
|
| 18-Oct-2024 |
PATH |
India |
Anshul Bhargava |
|
| 18-Oct-2024 |
Axis Bank (AXSB IN) - Core performance in line |
India |
Manish Agarwalla |
|
| 18-Oct-2024 |
Infosys 2QFY25 - Inline growth; Modest TCV; Improving Outlook ; Maintain BUY |
India |
Karan Uppal |
|
| 17-Oct-2024 |
PATH |
India |
Anshul Bhargava |
|
| 17-Oct-2024 |
LTIMindtree 2QFY25 - Broad based growth recovery; outlook positive ; Maintain BUY |
India |
Karan Uppal |
|
| 17-Oct-2024 |
Mphasis 2QFY25 - Performance improving; BFSI pickup to help growth recovery ahead ; Upgrade to BUY |
India |
Karan Uppal |
|
| 17-Oct-2024 |
Nestle India (NEST IN) 2QFY25 Result Update: Expecting continue weakness in revenue and margins in the near term | Maintain BUY with Revised TP of Rs. 2,615/- |
India |
Binay Shukla |
|
| 17-Oct-2024 |
Logistics Sector Update - Sustainable Warehousing and SCM |
India |
Vikram Suryavanshi |
|
| 16-Oct-2024 |
PATH |
India |
Anshul Bhargava |
|
| 16-Oct-2024 |
Bajaj Auto (BJAUT IN) : Targets market leadership in e2W and e3W segments - BUY (Maintained) |
India |
Saksham Kaushal |
|
| 16-Oct-2024 |
L&T Technology Services 2QFY25 - Mixed results; growth and margin guidance aggressive ; Maintain Neutral |
India |
Karan Uppal |
|
| 16-Oct-2024 |
Rallis India Q2FY25 - Oct 2024 |
India |
Harmish Desai |
|
| 16-Oct-2024 |
WIT (15 Oct): Festive season – faring well; Supporting macros |
India |
Anjali Verma |
|
| 16-Oct-2024 |
Weather Update - Oct 16 |
India |
Ashwini Bansod |
|
| 15-Oct-2024 |
PATH |
India |
Anshul Bhargava |
|
| 15-Oct-2024 |
ISG Q3CY24 - Strong ACV growth across managed services and AAS |
India |
Karan Uppal |
|
| 15-Oct-2024 |
HDFC Asset Management (HDFCAMC IN) - Operating performance remains strong |
India |
Manish Agarwalla |
|
| 15-Oct-2024 |
Chemicals/Pharma Q2FY25 EXIM trends; Positive - ATLP, ARTO, DRRD, ZYDUSLIF; Negative - CIPLA, DIVI |
India |
Surya Patra |
|
| 14-Oct-2024 |
PATH |
India |
Anshul Bhargava |
|
| 14-Oct-2024 |
CPI Inflation : Surged to a 9-month high; in-line with our estimate |
India |
Anjali Verma |
|
| 14-Oct-2024 |
HCL Technologies 2QFY25 - Strong results driven by all-round performance; Maintain BUY |
India |
Karan Uppal |
|
| 13-Oct-2024 |
Avenue Supermarts: Online grocery platforms impact growth especially in metros |
India |
Ankit Kedia |
|
| 11-Oct-2024 |
PATH |
India |
Anshul Bhargava |
|
| 11-Oct-2024 |
BANKS - Risk off strategy in play |
India |
Manish Agarwalla |
|
| 11-Oct-2024 |
MF Tracker (Sep) - Net flows remain strong; buying in Discretionary, Metals |
India |
Anjali Verma |
|
| 10-Oct-2024 |
PATH |
India |
Anshul Bhargava |
|
| 10-Oct-2024 |
TCS 2QFY25 - Mixed results; Strong hiring; Optimistic commentary; Maintain BUY |
India |
Karan Uppal |
|
| 09-Oct-2024 |
PATH |
India |
Anshul Bhargava |
|
| 09-Oct-2024 |
Monetary Policy: RBI changes stance to neutral, rate cuts should follow |
India |
Anjali Verma |
|
| 09-Oct-2024 |
WIT (08 Oct): HFI indicate robustness supported by festivities |
India |
Anjali Verma |
|
| 08-Oct-2024 |
PATH |
India |
Anshul Bhargava |
|
| 08-Oct-2024 |
PC - Technical_Global_Roundup
07_OCT_2024 |
India |
Subodh Gupta |
|
| 08-Oct-2024 |
Q2FY25 Earnings Preview: Weak quarter led by fall in commodities |
India |
Anjali Verma |
|
| 08-Oct-2024 |
Metals 2QFY25 Results Preview: Lower realisations impacted performance; Non-Ferrous to perform relatively better |
India |
Vikash Singh |
|
| 07-Oct-2024 |
PATH |
India |
Anshul Bhargava |
|
| 07-Oct-2024 |
Financials - Moderate earnings, strong deposit growth |
India |
Manish Agarwalla |
|
| 04-Oct-2024 |
PATH |
India |
Anshul Bhargava |
|
| 04-Oct-2024 |
PCI Index (Monthly): Gained another record high led by rally in equities in August and supportive macros |
India |
Anjali Verma |
|
| 03-Oct-2024 |
PATH |
India |
Anshul Bhargava |
|
| 03-Oct-2024 |
WIT (01 Oct): Weak Sep for certain segments, watch out for festive season |
India |
Anjali Verma |
|
| 02-Oct-2024 |
IT Services Q2FY25 Preview - Sector growth rates steadily recovering |
India |
Karan Uppal |
|
| 02-Oct-2024 |
Pharmaceuticals - Q2FY25 Preview: Limited period opportunities drive Q2 earnings: Top Q2FY25 result picks: - Positive:- SUNP, DRRD: Negative:- BIOS: |
India |
Surya Patra |
|
| 02-Oct-2024 |
Specialty Chemicals - Q2FY25 Preview: Trade challenges check the sector recovery; Top results picks: Positive – ATLP & VO; Negative – ARTO |
India |
Surya Patra |
|
| 01-Oct-2024 |
PATH |
India |
Anshul Bhargava |
|
| 30-Sep-2024 |
PATH |
India |
Anshul Bhargava |
|
| 30-Sep-2024 |
PC - Monthly Technical - The 20:80 Report - SEPTEMBER 2024 |
India |
Subodh Gupta |
|
| 29-Sep-2024 |
Kharif Planting Progress as of Sep 29 and SW Monsoon Variation (June-Sept) -2024 |
India |
Ashwini Bansod |
|
| 27-Sep-2024 |
PATH |
India |
Anshul Bhargava |
|
| 26-Sep-2024 |
PATH |
India |
Anshul Bhargava |
|
| 26-Sep-2024 |
Accenture 4QFY24 - Strong bookings and hiring signal improving demand visibility |
India |
Karan Uppal |
|
| 25-Sep-2024 |
PATH |
India |
Anshul Bhargava |
|
| 25-Sep-2024 |
Colgate Palmolive (CLGT IN) Company Update: Strong volume growth trend to continue in 2QFY25 | Upgrade to NEUTRAL with REvised TP of RS. 3,200/ |
India |
Binay Shukla |
|
| 24-Sep-2024 |
PATH |
India |
Anshul Bhargava |
|
| 24-Sep-2024 |
Strategy – Nifty Weight Analysis: Expect upside in Financials; remain overweight in cyclicals |
India |
Anjali Verma |
|
| 23-Sep-2024 |
PATH |
India |
Anshul Bhargava |
|
| 20-Sep-2024 |
PATH |
India |
Anshul Bhargava |
|
| 19-Sep-2024 |
PATH |
India |
Anshul Bhargava |
|
| 18-Sep-2024 |
PATH |
India |
Anshul Bhargava |
|
| 18-Sep-2024 |
PC-WIT (17 Sep): HFIs Holding steady; Fed rate cut of 25bps factored in |
India |
Anjali Verma |
|
| 17-Sep-2024 |
PATH |
India |
Anshul Bhargava |
|
| 17-Sep-2024 |
Bajaj Housing Finance (BAJAJHFL IN): I have not even begun to fight (Initiating | BUY | CMP Rs 165 | TP Rs 210) |
India |
Shubhranshu Mishra |
|
| 16-Sep-2024 |
PATH |
India |
Anshul Bhargava |
|
| 13-Sep-2024 |
PATH |
India |
Anshul Bhargava |
|
| 12-Sep-2024 |
PATH |
India |
Anshul Bhargava |
|
| 12-Sep-2024 |
CPI, IIP : Inflation largely stable; IIP growth sturdy |
India |
Anjali Verma |
|
| 12-Sep-2024 |
PC MF Tracker (Aug) - Net flows remain strong; buying in Discretionary, IT |
India |
Anjali Verma |
|
| 11-Sep-2024 |
PATH |
India |
Anshul Bhargava |
|
| 11-Sep-2024 |
Chemicals/Pharma EXIM trends August 2024 - BUY - ARTO, ATLP |
India |
Surya Patra |
|
| 11-Sep-2024 |
PC-WIT (10 Sep): Steady to weak HFIs, festive season should bring back exuberance |
India |
Anjali Verma |
|
| 10-Sep-2024 |
PATH |
India |
Anshul Bhargava |
|
| 10-Sep-2024 |
Sun Pharma - Best defensive and structural investment bet in Indian pharma; Upgrade to BUY with TP Rs 2050 |
India |
Surya Patra |
|
| 09-Sep-2024 |
PATH |
India |
Anshul Bhargava |
|
| 09-Sep-2024 |
India IT Services - Industry growth is recovering, but can margins keep up? |
India |
Karan Uppal |
|
| 06-Sep-2024 |
PATH |
India |
Anshul Bhargava |
|
| 05-Sep-2024 |
Reliance Retail (Not rated): FY24 annual report analysis |
India |
Ankit Kedia |
|
| 04-Sep-2024 |
PATH |
India |
Anshul Bhargava |
|
| 03-Sep-2024 |
PCI Index (Monthly): Robust macros and rally in equities drive index to record peak |
India |
Anjali Verma |
|
| 03-Sep-2024 |
PATH |
India |
Anshul Bhargava |
|
| 02-Sep-2024 |
Strategy (Monthly): Nifty touch new highs; both DIIs and FPIs remained net buyers |
India |
Anjali Verma |
|
| 02-Sep-2024 |
PATH |
India |
Anshul Bhargava |
|
| 02-Sep-2024 |
GUJGA Company Update -Sep 2024- Amalgamation, Synergy, Efficiency |
India |
Nitin Tiwari |
|
| 02-Sep-2024 |
Strategy (Monthly): Nifty touch new highs; both DIIs and FPIs remained net buyers |
India |
Anjali Verma |
|
| 01-Sep-2024 |
Kharif Planting Progress as of Aug 27 and SW Monsoon Variation (June-Aug) |
India |
Ashwini Bansod |
|
| 31-Aug-2024 |
Monthly Technical - The 20:80 Report - AUGUST 2024 |
India |
Subodh Gupta |
|
| 30-Aug-2024 |
PATH |
India |
Anshul Bhargava |
|
| 30-Aug-2024 |
Q1FY25 GDP : Growth resilient; manufacturing, investment and consumption shine |
India |
Anjali Verma |
|
| 29-Aug-2024 |
PATH |
India |
Anshul Bhargava |
|
| 28-Aug-2024 |
HCL Technologies Analyst Meet KTAs – Improving Demand Outlook ; Maintain BUY |
India |
Karan Uppal |
|
| 28-Aug-2024 |
PC-WIT (27 Aug): HFI indicate robustness in macros |
India |
Anjali Verma |
|
| 28-Aug-2024 |
L&T Technology Services - LTTS 3.0 - Bold Vision; Execution is Key; Maintain Neutral |
India |
Karan Uppal |
|
| 28-Aug-2024 |
PATH |
India |
Anshul Bhargava |
|
| 28-Aug-2024 |
SW Monsoon 2024 Update- Aug 28 |
India |
Ashwini Bansod |
|
| 27-Aug-2024 |
SW Monsoon 2024 Update - Aug 27 |
India |
Ashwini Bansod |
|
| 27-Aug-2024 |
PATH |
India |
Anshul Bhargava |
|
| 26-Aug-2024 |
MOIL Analyst Meet Update: Promising an impressive volume growth story (Not Rated) |
India |
Vikash Singh |
|
| 26-Aug-2024 |
PATH |
India |
Anshul Bhargava |
|
| 26-Aug-2024 |
Agri. Technical Trades Reports, 26 Aug. 2024 |
India |
Rajeev Darji |
|
| 26-Aug-2024 |
Metals -Energy Technical Trades Reports, 26 Aug. 2024 |
India |
Rajeev Darji |
|
| 23-Aug-2024 |
PATH |
India |
Anshul Bhargava |
|
| 23-Aug-2024 |
PhillipCapital: Daily Weather Update: SW Monsoon 2024 for Aug 23-2024 |
India |
Ashwini Bansod |
|
| 22-Aug-2024 |
PATH |
India |
Anshul Bhargava |
|
| 21-Aug-2024 |
PATH |
India |
Anshul Bhargava |
|
| 21-Aug-2024 |
PC-WIT (20 Aug): Stable macros; focus on Powell’s Jackson Hole speech |
India |
Anjali Verma |
|
| 21-Aug-2024 |
Retail: Q1FY25 result review |
India |
Ankit Kedia |
|
| 21-Aug-2024 |
PhillipCapital: Daily Weather Update: SW Monsoon 2024 for Aug 21-2024 |
India |
Ashwini Bansod |
|
| 20-Aug-2024 |
PATH |
India |
Anshul Bhargava |
|
| 20-Aug-2024 |
Allcargo Logistics 1QFY25 Update - Upgrade to BUY |
India |
Vikram Suryavanshi |
|
| 20-Aug-2024 |
Daily Weather Update: SW Monsoon 2024 for Aug 20-2024 |
India |
Ashwini Bansod |
|
| 19-Aug-2024 |
PATH |
India |
Anshul Bhargava |
|
| 19-Aug-2024 |
KDDL 1QFY25 Update - Maintain BUY |
India |
Vikram Suryavanshi |
|
| 16-Aug-2024 |
Pennar Industries 1QFY25 Update - Maintain BUY |
India |
Vikram Suryavanshi |
|
| 16-Aug-2024 |
PATH |
India |
Anshul Bhargava |
|
| 16-Aug-2024 |
Agri. Technical Trades Reports, 16 Aug. 2024 |
India |
Rajeev Darji |
|
| 16-Aug-2024 |
Metals -Energy Technical Trades Reports, 16 Aug. 2024 |
India |
Rajeev Darji |
|
| 16-Aug-2024 |
Daily Weather Update: SW Monsoon 2023 for Aug 16-2024 |
India |
Ashwini Bansod |
|
| 15-Aug-2024 |
Endurance Technologies (ENDU IN) : It strives to reduce concentration risk; while valuation is rich - NEUTRAL (Maintained) |
India |
Saksham Kaushal |
|
| 15-Aug-2024 |
Hero MotoCorp (HMCL IN) : Recovery in entry level volume to provide operating leverage - BUY (Maintained) |
India |
Saksham Kaushal |
|
| 14-Aug-2024 |
IPCA Laboratories - Weak APIs improved product mix & surprised margins; Maintain SELL with TP Rs 1070: |
India |
Surya Patra |
|
| 14-Aug-2024 |
Metals Sector Update: SC verdict: Expect marginal impact on profitability; Retro demand if raised will have limited impact on future cash flows |
India |
Vikash Singh |
|
| 14-Aug-2024 |
Camlin Fine Sciences - Weak Q1; All eyes on Vanila & Blends for a profitable growth; Maintain Neutral with TP Rs 110 |
India |
Surya Patra |
|
| 14-Aug-2024 |
Q1FY25 Earnings Review: Earnings growth ahead of expectation |
India |
Anjali Verma |
|
| 14-Aug-2024 |
PC-WIT (13 Aug): HFIs indicate stability |
India |
Anjali Verma |
|
| 14-Aug-2024 |
PATH |
India |
Anshul Bhargava |
|
| 14-Aug-2024 |
Daily Weather Update: SW Monsoon 2023 for Aug 14-2024 |
India |
Ashwini Bansod |
|
| 14-Aug-2024 |
Agri. Technical Trades Reports, 14 Aug. 2024 |
India |
Rajeev Darji |
|
| 14-Aug-2024 |
Metals -Energy Technical Trades Reports, 14 Aug. 2024 |
India |
Rajeev Darji |
|
| 14-Aug-2024 |
Ratnamani Metals & Tubes 1QFY25 Result: Lower exports impacted performance; Order book improved (Downgrade to Neutral) |
India |
Vikash Singh |
|
| 13-Aug-2024 |
PATH |
India |
Anshul Bhargava |
|
| 13-Aug-2024 |
NMDC Ltd - 1QFY25 Results- Short term headwind; long-term positive outlook intact - Downgrade to Neutral |
India |
Vikash Singh |
|
| 13-Aug-2024 |
Hindalco Q1FY25: Higher capex intensity limiting near term upside potential (Upgrade to Buy) |
India |
Vikash Singh |
|
| 13-Aug-2024 |
TBO Tek 1QFY25 - Business mix improving; commentary remains optimistic; Maintain BUY |
India |
Karan Uppal |
|
| 13-Aug-2024 |
Manappuram Finance (MGFL IN): Non-gold AUM growth to weigh on credit cost in FY25 |
India |
Shubhranshu Mishra |
|
| 13-Aug-2024 |
Muthoot Finance (MUTH IN): Pick-up in gold loan growth, driven by higher productivity |
India |
Shubhranshu Mishra |
|
| 13-Aug-2024 |
Kharif Crops Planting Progress , Water Reservoirs Status, Cumulative monsoonal Rainfall across key commodities |
India |
Ashwini Bansod |
|
| 13-Aug-2024 |
Textile Sector Update - Development of Bt Cotton under high yielding seed policy |
India |
Vikram Suryavanshi |
|
| 12-Aug-2024 |
PATH |
India |
Anshul Bhargava |
|
| 12-Aug-2024 |
The India Cements Ltd (ICEM IN) - Maintain Neutral (PO Rs390) |
India |
Vaibhav Agarwal |
|
| 12-Aug-2024 |
Star Cement (STRCEM IN) - Maintain BUY (PO Rs300 |
India |
Vaibhav Agarwal |
|
| 12-Aug-2024 |
CPI, IIP : Inflation dip led by favourable base; IIP growth slowed |
India |
Anjali Verma |
|
| 12-Aug-2024 |
APL Apollo Tubes Q1FY25: In-line performance; Expect to benefit from favorable capex outlook (Maintain Buy) |
India |
Vikash Singh |
|
| 12-Aug-2024 |
RateGain Travel Tech 1QFY25 - Decent Results; FY25 Guidance maintained; Optimistic Commentary; Maintain BUY |
India |
Karan Uppal |
|
| 12-Aug-2024 |
Nalco Q1FY25 Result: Lower alumina sales impacted EBITDA; Positive outlook intact (Upgrade to Buy) |
India |
Vikash Singh |
|
| 12-Aug-2024 |
Aarti Industries (ARTO IN) - Confident about sustained volume growth; Maintain BUY with pre-fixed TP of Rs 900 |
India |
Surya Patra |
|
| 12-Aug-2024 |
Aurobindo Pharma - In line performance; Downgrade to NEUTRAL with raised TP of Rs 1600 |
India |
Surya Patra |
|
| 11-Aug-2024 |
Gateway Distriparks 1QFY25 Update - Maintain BUY |
India |
Vikram Suryavanshi |
|
| 11-Aug-2024 |
Coromandel International Q1FY25 - Aug 2024 |
India |
Harmish Desai |
|
| 11-Aug-2024 |
Jubilant Foodworks: Free delivery to impact margins in near term |
India |
Ankit Kedia |
|
| 11-Aug-2024 |
Trent: (Downgrade to Neutral) - Core business strengthens but Zara buyback impacts valuations |
India |
Ankit Kedia |
|
| 11-Aug-2024 |
Balkrishna Industries Ltd (BIL IN) : Near term challenges to be an overhang - NEUTRAL (Maintained) |
India |
Saksham Kaushal |
|
| 11-Aug-2024 |
Zydus Lifesciences Ltd - Limited period opportunities surprised Q1 earnings; Maintain SELL with TP Rs 1070 |
India |
Surya Patra |
|
| 11-Aug-2024 |
SAIL Q1FY25: Near term headwinds largely factored in; valuations at attractive levels (Maintain Buy) |
India |
Vikash Singh |
|
| 10-Aug-2024 |
Gujarat State Petronet Ltd-Implementation of revised tariff impacts earnings -Q1FY25 |
India |
Nitin Tiwari |
|
| 10-Aug-2024 |
Bajaj Consumer Care (BAJAJCON IN) 1QFY25 Result Update: In-line estimates; Soft start of the year; Distribution revamping underway ; Maintain BUY with Revised TP of Rs. 325 |
India |
Binay Shukla |
|
| 10-Aug-2024 |
Biocon - Disappointing performance; New launches key monitorable; Maintain NEUTRAL with TP Rs 330 |
India |
Surya Patra |
|
| 10-Aug-2024 |
Concor 1QFY25 Update - Maintain BUY |
India |
Vikram Suryavanshi |
|
| 09-Aug-2024 |
PATH |
India |
Anshul Bhargava |
|
| 09-Aug-2024 |
TBO Tek FY24 ARA: Management focused on increasing platform’s depth; Maintain BUY |
India |
Karan Uppal |
|
| 08-Aug-2024 |
PATH |
India |
Anshul Bhargava |
|
| 08-Aug-2024 |
Apollo Tyres (APTY IN) : RM cost pressure to persist, while price hikes to be gradual - NEUTRAL (Maintained) |
India |
Saksham Kaushal |
|
| 08-Aug-2024 |
PI Industries Q1FY25 - Aug 2024 |
India |
Harmish Desai |
|
| 08-Aug-2024 |
Bata India: The wait for a turnaround continues |
India |
Ankit Kedia |
|
| 08-Aug-2024 |
Eicher Motors (EIM IN) : Growth challenges continue on stagnating domestic demand - NEUTRAL (Maintained) |
India |
Saksham Kaushal |
|
| 08-Aug-2024 |
Page Industries: Primary sales growth should continue to lag in near-term |
India |
Ankit Kedia |
|
| 08-Aug-2024 |
Monetary Policy: No dilution in inflation focused approach post global volatility |
India |
Anjali Verma |
|
| 08-Aug-2024 |
Gujarat Gas Ltd-Sales volume recovers, but likely to falter; SELL -Q1FY25 |
India |
Nitin Tiwari |
|
| 08-Aug-2024 |
Welspun Corp Q1FY25: Valuations factoring in majority of positives (Downgrade to Neutral) |
India |
Vikash Singh |
|
| 08-Aug-2024 |
Lupin - Strong all-round performance; Upgrade to NEUTRAL with TP Rs 1750 |
India |
Surya Patra |
|
| 07-Aug-2024 |
PATH |
India |
Anshul Bhargava |
|
| 07-Aug-2024 |
UK and France - Changing Politics: India to remain a preferred partner |
India |
Anjali Verma |
|
| 07-Aug-2024 |
PC-WIT (06 Aug): Macros holding up; RBI to maintain status quo |
India |
Anjali Verma |
|
| 07-Aug-2024 |
Shree Cement (SRCM IN) - Maintain Neutral (PO Rs27,500) |
India |
Vaibhav Agarwal |
|
| 07-Aug-2024 |
Chambal Fertilisers Q1FY25 - Aug 2024 |
India |
Harmish Desai |
|
| 07-Aug-2024 |
ABFRL: Inventory management initiatives reflect positively on margins |
India |
Ankit Kedia |
|
| 07-Aug-2024 |
Godrej Consumer Products (GCPL IN) 1QFY25 Result Update: Some good, some bad; Narrative still intact; Increasing TAM (entered into Pet care category) ; Maintain BUY with Revised TP of Rs. 1,650/ |
India |
Binay Shukla |
|
| 06-Aug-2024 |
PATH |
India |
Anshul Bhargava |
|
| 06-Aug-2024 |
Mangalam Cement (MGC IN) - Maintain Neutral - PO Rs900 |
India |
Vikash Singh |
|
| 06-Aug-2024 |
TVS Motor (TVSL IN) : Margins continue to impress, but valuations are factoring it in - NEUTRAL (Maintained) |
India |
Saksham Kaushal |
|
| 06-Aug-2024 |
Vedanta Q1FY25: Better volumes and cost rationalization to drive earnings (Maintain BUY) |
India |
Vikash Singh |
|
| 06-Aug-2024 |
VRL Logistics 1QFY25 Update - Maintain BUY |
India |
Vikram Suryavanshi |
|
| 06-Aug-2024 |
Power Finance Corporation (POWF IN) - Maintain growth guidance of ~14% |
India |
Manish Agarwalla |
|
| 06-Aug-2024 |
V-Mart Retail: Strong LFL performance paves way for margin expansion |
India |
Ankit Kedia |
|
| 05-Aug-2024 |
PATH |
India |
Anshul Bhargava |
|
| 05-Aug-2024 |
PATH |
India |
Anshul Bhargava |
|
| 05-Aug-2024 |
Marico Ltd (MRCO IN) 1QFY25 Result Update: Focus remains on DD (Diversification & Distribution) led DD (double-digit) revenue growth in FY25 ; Maintain BUY with revised TP of Rs. 740/ |
India |
Binay Shukla |
|
| 05-Aug-2024 |
LIC Housing Finance (LICHF IN): NIMs to compress, coupled with tepid growth in FY25 |
India |
Shubhranshu Mishra |
|
| 05-Aug-2024 |
Devyani International: Yet to see a meaningful change in sentiments |
India |
Ankit Kedia |
|
| 05-Aug-2024 |
Ambuja Cements (ACEM IN) - Maintain Buy (PO Rs775 |
India |
Vaibhav Agarwal |
|
| 05-Aug-2024 |
ACC Ltd (ACC IN): Maintain Buy (PO Rs3,400) |
India |
Vaibhav Agarwal |
|
| 05-Aug-2024 |
Sanghi Industries (SNGI IN) - Maintain Buy (PO Rs140) |
India |
Vaibhav Agarwal |
|
| 05-Aug-2024 |
HeidelbergCement India Ltd (HEIM IN) - Maintain Neutral (PO Rs200 |
India |
Vaibhav Agarwal |
|
| 05-Aug-2024 |
JK Lakshmi Cement (JKLC IN) - Maintain Buy (PO Rs1,000) |
India |
Vaibhav Agarwal |
|
| 05-Aug-2024 |
Britannia Industries (BRIT IN) 1QFY25 Result Update: Expensive valuation; long term story remains intact ; Maintain BUY with Revised TP of Rs. 6,350/- |
India |
Binay Shukla |
|
| 04-Aug-2024 |
Prataap Snacks Ltd (DIAMOND IN) - NOT RATED | 1QFY25 Result Update - RM headwinds dragged operating profitability |
India |
Binay Shukla |
|
| 04-Aug-2024 |
Dhanuka Agritech Q1FY25 - Aug 2024 |
India |
Harmish Desai |
|
| 04-Aug-2024 |
UPL Q1FY25 - Aug 2024 |
India |
Harmish Desai |
|
| 04-Aug-2024 |
State Bank of India (SBIN IN) - Below expectations |
India |
Manish Agarwalla |
|
| 04-Aug-2024 |
Divis Laboratories - Custom synthesis remained strong but its lumpy; Maintain Neutral with TP Rs 4500 |
India |
Surya Patra |
|
| 04-Aug-2024 |
Titan: Management holds on to its FY25 guidance |
India |
Ankit Kedia |
|
| 03-Aug-2024 |
Hindustan Zinc 1QFY25 - In-line performance; Valuations rallied beyond fundamentals (Downgrade to SELL |
India |
Vikash Singh |
|
| 03-Aug-2024 |
Repco Home Finance (REPCO IN): Will have to trade spreads for growth in FY25/26 |
India |
Shubhranshu Mishra |
|
| 02-Aug-2024 |
PATH |
India |
Anshul Bhargava |
|
| 02-Aug-2024 |
PCI Index (Monthly): Bounced back to yet another peak |
India |
Anjali Verma |
|
| 02-Aug-2024 |
Adani Ports & SEZ 1QFY25 Update - Maintain BUY |
India |
Vikram Suryavanshi |
|
| 01-Aug-2024 |
PATH |
India |
Anshul Bhargava |
|
| 01-Aug-2024 |
WIT (31 July): Domestic activity sturdy |
India |
Anjali Verma |
|
| 01-Aug-2024 |
Strategy (Monthly): Nifty at new all-time high; Indian foreign flows strong amongst EMs |
India |
Anjali Verma |
|
| 01-Aug-2024 |
Coal India Q1FY25: Lower employee cost and Stripping credit boosted EBITDA (Maintain BUY) |
India |
Vikash Singh |
|
| 01-Aug-2024 |
Emami (HMN IN) 1QFY25 Result Update: Healthy quarter performance; Initiatives are underway for stress portfolio (Kesh King) ; Maintain NEUTRAL rating with TP of Rs. 725 |
India |
Binay Shukla |
|
| 01-Aug-2024 |
Tata Steel Q1FY25: Potential mining levy and further cash support to Europe is a concern (Downgrade to Neutral) |
India |
Surya Patra |
|
| 01-Aug-2024 |
Deepak Fertiliser Q1FY25 - Aug 2024 |
India |
Harmish Desai |
|
| 01-Aug-2024 |
Escorts Kubota Ltd (ESC IN) : Slower Kubota integration to see revised medium term plan - NEUTRAL (Maintained) |
India |
Saksham Kaushal |
|
| 01-Aug-2024 |
Tata Motors (TTMT IN) : Sticks to key JLR guidance despite some near-term headwinds - BUY (Maintained) |
India |
Saksham Kaushal |
|
| 01-Aug-2024 |
Sun Pharma - Margin surprised on back of lower R&D and strong India Biz; Maintain Neutral with TP Rs 1600 |
India |
Surya Patra |
|
| 01-Aug-2024 |
ITC Ltd (ITC IN) 1QFY25 Result Update: Higher base and severe summer season impacted Cigarette and Other FMCG business (75% of Gross Sales) | Maintain BUY rating with Revised TP of Rs. 550/ |
India |
Binay Shukla |
|
| 01-Aug-2024 |
Dabur India (DABUR IN) 1QFY25 Result Update: Decent quarter | Maintain NEUTRAL rating with Revised TP of Rs. 650/- |
India |
Binay Shukla |
|
| 31-Jul-2024 |
Monthly Technical - The 20:80 Report - JULY 2024 |
India |
Subodh Gupta |
|
| 31-Jul-2024 |
Fiscal deficit- Deficit controlled at 8% of BE; core growth eased |
India |
Anjali Verma |
|
| 31-Jul-2024 |
Aegis Logistics 1QFY25 Update - Below Estimates; Maintain SELL |
India |
Vikram Suryavanshi |
|
| 31-Jul-2024 |
Bank of Baroda (BOB IN) - Weak business growth |
India |
Manish Agarwalla |
|
| 31-Jul-2024 |
GAIL (India) Ltd- NG transmission & trading segment drive earnings growth-Q1FY25 |
India |
Nitin Tiwari |
|
| 31-Jul-2024 |
Mahindra & Mahindra (MM IN) : Farm segment reviving, while UVs continue to do well - BUY (Maintained) |
India |
Saksham Kaushal |
|
| 31-Jul-2024 |
Maruti Suzuki (MSIL IN) : Favourable mix continues to improve ASP and margins - BUY (Maintained) |
India |
Saksham Kaushal |
|
| 31-Jul-2024 |
Jindal Stainless Q1FY25: Margins on recovery path; Positive outlook intact (Maintain Buy) |
India |
Vikash Singh |
|
| 30-Jul-2024 |
GLOBAL TECHNICAL ROUNDUP : PHILLIP TECHNICALS (JULY 2024) |
India |
Subodh Gupta |
|
| 30-Jul-2024 |
Jindal SAW 1QFY24 - Strong performance continues; Guiding all-time best performance (Maintain Buy) |
India |
Vikash Singh |
|
| 30-Jul-2024 |
Maharashtra Seamless 1QFY25: Poor performance due to one off; volume growth delayed (Maintain BUY) |
India |
Vikash Singh |
|
| 30-Jul-2024 |
TCI Limited 1QFY25 Update - Maintain BUY |
India |
Vikram Suryavanshi |
|
| 30-Jul-2024 |
Tata Consumer Products Ltd (TATACONS IN) 1QFY25 Result Update: Mixed bag performance | Maintain BUY rating with Revised TP of Rs. 1,320/ |
India |
Binay Shukla |
|
| 30-Jul-2024 |
IndiaMART InterMESH 1QFY25 - Inline growth; Margins beat; elevated customer churn persists; Maintain BUY |
India |
Karan Uppal |
|
| 30-Jul-2024 |
Sapphire Foods India: Pizza Hut and Sri Lanka business start to show positive signs |
India |
Ankit Kedia |
|
| 30-Jul-2024 |
Avenue Supermarts: FY24 AR analysis, key takeaways from investor call |
India |
Ankit Kedia |
|
| 30-Jul-2024 |
Cholamandalam Investment and Finance Company (CIFC IN): Guidance maintained for FY25 |
India |
Shubhranshu Mishra |
|
| 29-Jul-2024 |
Colgate Palmolive (CLGT IN) 1QFY25 Result Update: Robust volume growth; Strong quarter but Misplaced Valuation | Maintain SELL rating with Revised TP of RS. 2,550/- |
India |
Binay Shukla |
|
| 29-Jul-2024 |
Indian Bank (INBK IN) - Earnings beat across parameter |
India |
Manish Agarwalla |
|
| 28-Jul-2024 |
Shriram Finance (SHFL IN): Strong quarter, FY25 guidance maintained |
India |
Shubhranshu Mishra |
|
| 28-Jul-2024 |
Dr Reddys Laboratories - Beat on all fronts; All strategic growth drivers in place; Re-iterate BUY with raised TP of Rs 7300 |
India |
Surya Patra |
|
| 28-Jul-2024 |
Ashok Leyland (AL IN) : CV cycle set to begin again, with many structural tailwinds - BUY (Maintained) |
India |
Saksham Kaushal |
|
| 28-Jul-2024 |
Praj Industries 1QFY25 Update - Building sustainable business drivers Maintain BUY |
India |
Vikram Suryavanshi |
|
| 27-Jul-2024 |
Cipla (CIPLA IN) - In line results; +ve surprise in Revlimid was the key |
India |
Surya Patra |
|
| 27-Jul-2024 |
REC Ltd (RECL IN) - Healthy sanctions provides growth visibility |
India |
Manish Agarwalla |
|
| 27-Jul-2024 |
Mahanagar Gas Ltd- Growth in CNG sales and lower gas cost drive a beat-Q1FY25 update |
India |
Nitin Tiwari |
|
| 27-Jul-2024 |
Indusind Bank (IIB IN) - In line core performance |
India |
Manish Agarwalla |
|
| 27-Jul-2024 |
Equitas SFB (EQUITASB IN) - Rise in provision coverage dent profitability |
India |
Manish Agarwalla |
|
| 27-Jul-2024 |
Bandhan Bank (BANDHAN IN EQUTY) - Risk weight adjustment impacts Tier 1 |
India |
Manish Agarwalla |
|
| 27-Jul-2024 |
Indraprastha Gas Limited- Earnings beats estimate on efficient gas sourcing; BUY-Q1FY25 Update |
India |
Nitin Tiwari |
|
| 27-Jul-2024 |
ICICI Bank (ICICIBC IN) - Stable Core performance |
India |
Manish Agarwalla |
|
| 25-Jul-2024 |
Jyothy Laboratories (JYL IN) 1QFY25 ( NOT RATED) Result Update: Blockbuster performance; Good start of the year |
India |
Binay Shukla |
|
| 25-Jul-2024 |
Cyient 1QFY25 - Dismal performance across topline and bottomline; Aggressive Guidance ; Maintain Neutral |
India |
Karan Uppal |
|
| 25-Jul-2024 |
Tech Mahindra 1QFY25 - Inline performance; early signs of revival ; Maintain Neutral |
India |
Karan Uppal |
|
| 25-Jul-2024 |
Westlife Foodworld Ltd: Expect volume growth to pick up in H2FY2 |
India |
Ankit Kedia |
|
| 25-Jul-2024 |
Nestle India (NEST IN) 1QFY25 Result update: Near term headwinds, Long term story remains intact; Maintain BUY rating with revised TP of Rs. 2,770/ |
India |
Binay Shukla |
|
| 25-Jul-2024 |
VST Industries Limited (VST IN) 1QFY25 (NOT RATED) - Result Update | Raw material headwinds continue to persists in near term |
India |
Binay Shukla |
|
| 25-Jul-2024 |
SRF Ltd - Continued weak agro-demand raises concern over FY25 margins: NEUTRAL with lowered TP of Rs 2450 |
India |
Surya Patra |
|
| 25-Jul-2024 |
DCB Bank (DCBB IN) - Margin disappoints |
India |
Manish Agarwalla |
|
| 25-Jul-2024 |
Axis Bank (AXSB IN) - Surge in credit cost |
India |
Manish Agarwalla |
|
| 25-Jul-2024 |
JSPL Q1FY25 Result: New capacity addition delayed but RM integration improving (Maintain Buy) |
India |
Vikash Singh |
|
| 25-Jul-2024 |
Petronet LNG Ltd-Earnings buoyed by strong LNG import during the quarter-Q1FY25 update |
India |
Nitin Tiwari |
|
| 24-Jul-2024 |
WIT (23 July): Macros displayed resilience |
India |
Anjali Verma |
|
| 24-Jul-2024 |
Sona BLW PF Ltd (SONACOMS IN) : To continue its growth trajectory despite global EV slowdown - BUY (Maintained) |
India |
Saksham Kaushal |
|
| 24-Jul-2024 |
KPIT Technologies 1QFY25 - Strong performance continues; new growth frontiers emerging; Maintain BUY |
India |
Karan Uppal |
|
| 23-Jul-2024 |
Mahindra Logistics 1QFY24 Update - Focus on cost optimization I Maintain BUY I |
India |
Vikram Suryavanshi |
|
| 23-Jul-2024 |
Union Budget 2024-25: Primary focus on fiscal consolidation |
India |
Anjali Verma |
|
| 23-Jul-2024 |
Coforge 1QFY25 - Inline results; Decent Orderbook; Optimistic Outlook; Maintain BUY |
India |
Karan Uppal |
|
| 23-Jul-2024 |
Bajaj Finance (BAF IN): Credit cost to normalise 3Q onwards |
India |
Shubhranshu Mishra |
|
| 23-Jul-2024 |
Mahindra & Mahindra Financial Services (MMFS IN): Miss due to higher than expected credit cost |
India |
Shubhranshu Mishra |
|
| 23-Jul-2024 |
Hindustan Unilever Ltd (HUVR IN) 1QFY25 Result Update: Impressive quarter; Thrust on Premiumization | Maintain NEUTRAL rating with Revise TP of Rs. 3,000/ |
India |
Binay Shukla |
|
| 22-Jul-2024 |
JK Cement Ltd (JKCE IN) - Mainytain Buy - PO Rs5,700 |
India |
Vaibhav Agarwal |
|
| 22-Jul-2024 |
Patanjali Foods Ltd (PATANJAL IN) 1QFY25 ( NOT RATED) | Result Update - Mixed bag performance |
India |
Binay Shukla |
|
| 21-Jul-2024 |
Nippon Life Asset Management (NAM IN) - Flows remains strong, but yield declines |
India |
Manish Agarwalla |
|
| 21-Jul-2024 |
Indian Hotels Company Ltd: Structural trend remains intact |
India |
Ankit Kedia |
|
| 21-Jul-2024 |
Ceat Ltd (CEAT IN) : Margin pressure to continue on higher RM costs - NEUTRAL (Maintained) |
India |
Saksham Kaushal |
|
| 21-Jul-2024 |
Rallis India Q1FY25 - July 2024 |
India |
Harmish Desai |
|
| 21-Jul-2024 |
Atul Ltd - Recovery in ‘Performance chemicals’ strengthens outlook; BUY with raised TP Rs 8000 |
India |
Surya Patra |
|
| 21-Jul-2024 |
HDFC Bank (HDFCB IN) - Focus on balance sheet management |
India |
Manish Agarwalla |
|
| 20-Jul-2024 |
JSW Steel Q1FY25: Reasonable performance in difficult quarter; volume growth story intact (Maintain Buy) |
India |
Karan Uppal |
|
| 20-Jul-2024 |
Shoppers Stop: Expect gradual improvement in productivity over FY25 |
India |
Ankit Kedia |
|
| 20-Jul-2024 |
Kotak Mahindra Bank (KMB IN) - NIM under pressure |
India |
Manish Agarwalla |
|
| 19-Jul-2024 |
Dalmia Bharat (DALBHARA IN) - Maintain Neutral (PO Rs2,050) |
India |
Vaibhav Agarwal |
|
| 19-Jul-2024 |
UltraTech Cement (UTCEM IN) - Maintain BUY - PO Rs12,500 |
India |
Vaibhav Agarwal |
|
| 19-Jul-2024 |
Persistent Systems 1QFY25 - Robust Growth; Soft Margins; Optimistic Outlook; Maintain BUY |
India |
Karan Uppal |
|
| 19-Jul-2024 |
Wipro 1QFY25 - Muted results and guidance; Portfolio volatility persists; Maintain Neutral |
India |
Karan Uppal |
|
| 19-Jul-2024 |
L&T Technology Services 1QFY25 - Mixed results; growth guidance aggressive; Maintain Neutral |
India |
Karan Uppal |
|
| 18-Jul-2024 |
WIT (16 July): HFI holding up; All eyes on union budget |
India |
Anjali Verma |
|
| 18-Jul-2024 |
Infosys 1QFY25 - Robust results; early signs of growth revival led by BFSI; Maintain BUY - |
India |
Karan Uppal |
|
| 17-Jul-2024 |
LTIMindtree 1QFY25 - Decent results; early signs of demand revival; Maintain BUY |
India |
Karan Uppal |
|
| 17-Jul-2024 |
Asian Paints (APNT IN) : 1QFY25 Result Update - A Weak Quarter; A Challenging year ahead | Maintain NEUTRAL Rating with Revised TP of Rs. 2,750 |
India |
Binay Shukla |
|
| 17-Jul-2024 |
Bajaj Auto (BJAUT IN) : New platforms to expand addressable market - BUY (Maintained) |
India |
Saksham Kaushal |
|
| 15-Jul-2024 |
HDFC Asset Management (HDFCAMC IN) - Operating performance remains strong |
India |
Manish Agarwalla |
|
| 15-Jul-2024 |
Coal India Ltd (COAL IN): Growth story to continue for longer (Initiating | BUY | TP Rs 611) |
India |
Vikash Singh |
|
| 14-Jul-2024 |
Avenue Supermarts: Heading in the right direction |
India |
Ankit Kedia |
|
| 14-Jul-2024 |
IREDA Ltd (IREDA IN) - Accelerated growth continues |
India |
Manish Agarwalla |
|
| 13-Jul-2024 |
HCL Tech 1QFY25 - Inline results; growth bounce back from next quarter encouraging; Maintain BUY |
India |
Karan Uppal |
|
| 12-Jul-2024 |
CPI, IIP : Inflation jumps higher; IIP growth robust |
India |
Anjali Verma |
|
| 12-Jul-2024 |
Model Portfolio - Deploy cash in large caps |
India |
Anjali Verma |
|
| 11-Jul-2024 |
Chemicals/Pharma EXIM trends Q1FY25; Positives - ARTO, VO, ATLP, DRRD; Negative - SRF, DRRD, IPCA |
India |
Surya Patra |
|
| 11-Jul-2024 |
ISG Q2CY24 - Decent Managed Services ACV led by Americas and APAC |
India |
Karan Uppal |
|
| 11-Jul-2024 |
TCS 1QFY25 - Positive start to FY25 with broad based growth; Optimistic commentary; Maintain BUY |
India |
Karan Uppal |
|
| 10-Jul-2024 |
WIT (09 July): Economy holding steady |
India |
Anjali Verma |
|
| 09-Jul-2024 |
Auto Sector : Hybrids – A “must” have arrow in the quiver |
India |
Saksham Kaushal |
|
| 08-Jul-2024 |
Q1FY25 Earnings Preview: Bottom-line expansion to continue |
India |
Anjali Verma |
|
| 08-Jul-2024 |
Metals 1QFY25 Results Preview - Non-Ferrous to outshine ferrous |
India |
Vikash Singh |
|
| 07-Jul-2024 |
Financials : Moderate earnings, credit cost bottomed out |
India |
Manish Agarwalla |
|
| 05-Jul-2024 |
IT Services Preview 1QFY25 - Steady start to FY25; growth recovery visible in select name |
India |
Karan Uppal |
|
| 05-Jul-2024 |
Strategy: Actual changes in SEBI Classification in Jul 24 |
India |
Anjali Verma |
|
| 03-Jul-2024 |
PC-WIT (02 July): Indian macros faring well |
India |
Anjali Verma |
|
| 03-Jul-2024 |
Indian Hotels Company Ltd (IH IN): ‘Checking-in’ to the up-cycle (Initiating Coverage: BUY; TP Rs 704) |
India |
Ankit Kedia |
|
| 03-Jul-2024 |
IT Services Preview 1QFY25 - Steady start to FY25; growth recovery visible in select names |
India |
Karan Uppal |
|
| 02-Jul-2024 |
Strategy (Monthly): Nifty at new all-time high; foreign flows majorly came to India/Taiwan |
India |
Anjali Verma |
|
| 02-Jul-2024 |
PCI Index (Monthly): Marginal dip from the record highs |
India |
Anjali Verma |
|
| 01-Jul-2024 |
Specialty Chemicals - Q1FY25 Preview: A mixed bag performance; Top results picks: Positive – ARTO, VO & ATLP; Negative – SR |
India |
Surya Patra |
|
| 01-Jul-2024 |
Pharmaceuticals - Q1FY25 Preview: Specialty products boost earnings momentum; Top result picks: Positive - ARBP, ZYDUSLIF, DIVIS and Negative - IPCA: |
India |
Surya Patra |
|
| 30-Jun-2024 |
Monthly Technical - The 20:80 Report - JUNE 2024 |
India |
Subodh Gupta |
|
| 28-Jun-2024 |
Dr Reddys Laboratories - Strategic acquisition of OTC brands boost earnings; BUY with raised TP of Rs 6900 |
India |
Surya Patra |
|
| 27-Jun-2024 |
GLOBAL TECHNICAL ROUNDUP : PHILLIP TECHNICALS (JUNE 2024) |
India |
Subodh Gupta |
|
| 24-Jun-2024 |
Trent: FY24 Annual report Analysis |
India |
Ankit Kedia |
|
| 24-Jun-2024 |
TBO Tek: Initiating Coverage - Structural play on global outbound travel; network effect to drive growth - BUY |
India |
Karan Uppal |
|
| 21-Jun-2024 |
Tata Motors (TTMT IN) : Recommits to EBIT margin of 10% in FY26; 15% for long term - BUY (Maintained) |
India |
Saksham Kaushal |
|
| 21-Jun-2024 |
Accenture 3QFY24 - Inline results; Strong bookings; Optimistic commentar |
India |
Karan Uppal |
|
| 19-Jun-2024 |
PC-WIT (18 June): HFI display robustness |
India |
Anjali Verma |
|
| 17-Jun-2024 |
Mahindra & Mahindra (MM IN) : Huge potential for the farm segment, while born EVs on track - BUY (Maintained) |
India |
Saksham Kaushal |
|
| 16-Jun-2024 |
Vedanta Ltd Update: Impressive asset quality; cash flows to remain strong (Maintain Buy) |
India |
Vikash Singh |
|
| 14-Jun-2024 |
Strategy: Corporate Cost Structure: Consistent expansion in margins (ex-financials) |
India |
Anjali Verma |
|
| 13-Jun-2024 |
PC-WIT (11 June): HFI indicate stability; focus on Fed future guidance |
India |
Anjali Verma |
|
| 12-Jun-2024 |
CPI, IIP : Inflation toned-down; IIP growth buoyant |
India |
Anjali Verma |
|
| 11-Jun-2024 |
MF Tracker (May) - Record high net flows; buying in Industrials, Autos |
India |
Anjali Verma |
|
| 11-Jun-2024 |
Tata Motors (TTMT IN) : CV and PV profitability are yet to peak - BUY (Maintained |
India |
Saksham Kaushal |
|
| 11-Jun-2024 |
Chemicals/Pharma EXIM trends - May 2024: Top Picks - ARTO, VO, ATLP, ARBP and DRRD |
India |
Surya Patra |
|
| 10-Jun-2024 |
Technicals: FMCG SECTOR - RISE OF THE DEFENSIVE |
India |
Subodh Gupta |
|
| 10-Jun-2024 |
Modi 3.0: Continuity and balance |
India |
Anjali Verma |
|
| 10-Jun-2024 |
Ceat Ltd (CEAT IN) : Targets to improve margin profile but cost pressures ahead - NEUTRAL (Maintained) |
India |
Saksham Kaushal |
|
| 10-Jun-2024 |
Retail: Q4FY24 and FY24 result review |
India |
Ankit Kedia |
|
| 09-Jun-2024 |
Vedanta Ltd Update: Impressive asset quality; cash flows to remain strong (Maintain Buy) |
India |
Vikash Singh |
|
| 09-Jun-2024 |
Havells India Ltd (HAVL IN): Capex to spur growth (Annual Report Analysis) - Not Rated |
India |
Manish Agarwalla |
|
| 04-Jun-2024 |
PCI Index (Monthly): PCI Index soars as equities rally |
India |
Anjali Verma |
|
| 04-Jun-2024 |
2024 Elections: Lack of BJP majority warrants vigilance in equities |
India |
Anjali Verma |
|
| 01-Jun-2024 |
Titan Company: Key takeaways from FY24 analyst meet |
India |
Ankit Kedia |
|
| 01-Jun-2024 |
Bata India: Ready to capitalize on demand |
India |
Ankit Kedia |
|
| 01-Jun-2024 |
Gateway Distriparks 4QFY24 Update - Volume impact in rail business I Maintain BUY I |
India |
Vikram Suryavanshi |
|
| 01-Jun-2024 |
Fiscal deficit: Lower than targeted in RE; capex fully utilised |
India |
Anjali Verma |
|
| 01-Jun-2024 |
Praj Industries 4QFY24 Update - Building sustainable business drivers I Maintain BUY I |
India |
Vikram Suryavanshi |
|
| 31-May-2024 |
Welspun Corp 4QFY24 Results: Weaker US performance led to EBITDA miss; guiding stable EBITDA (Maintain Buy) |
India |
Vikash Singh |
|
| 31-May-2024 |
India GDP : Positive surprise; Investment and manufacturing shines |
India |
Anjali Verma |
|
| 31-May-2024 |
HeidelbergCement India Ltd (HEIM IN) - Maintain Neutral - PO Rs200 |
India |
Vaibhav Agarwal |
|
| 31-May-2024 |
Q4FY24 Earnings Review: Strong growth persisting |
India |
Anjali Verma |
|
| 30-May-2024 |
Tata Steel Q4FY24: India business to drive earnings; Europe on recovery path (Maintain Buy) |
India |
Vikash Singh |
|
| 30-May-2024 |
Deepak Fertiliser Q4FY24 - May 2024 |
India |
Harmish Desai |
|
| 30-May-2024 |
IPCA Laboratories - Re-entry to US and Unichem acquisition are hyped; Maintain SELL |
India |
Surya Patra |
|
| 30-May-2024 |
Muthoot Finance (MUTH IN): Pick-up in gold loan growth, driven by higher productivity |
India |
Shubhranshu Mishra |
|
| 29-May-2024 |
NMDC Q4FY24: Short term headwind but long-term positive outlook intact (Maintain Buy) |
India |
Vikash Singh |
|
| 29-May-2024 |
Emami (HMN IN) 4QFY24 Result Update: Positive outlook; Tactical BUY (Seasonality risk still persists) | Maintain NEUTRAL with Revised TP of Rs. 590/ |
India |
Binay Shukla |
|
| 29-May-2024 |
ABFRL: Focused on improving profitability across segments |
India |
Ankit Kedia |
|
| 28-May-2024 |
India Elections: Base-case scenario - BJP returning, equities rising |
India |
Anjali Verma |
|
| 28-May-2024 |
JK Lakshmi Cement (JKLC IN) - Maintain Buy - PO Rs1,200: |
India |
Vaibhav Agarwal |
|
| 28-May-2024 |
National Aluminium Q4FY24: Better LME and cost rationalization to drive earnings (Maintain Neutral) |
India |
Vikash Singh |
|
| 28-May-2024 |
Indo Count 4QFY24 Update - Creating leadership position I Maintain BUY I |
India |
Vikram Suryavanshi |
|
| 27-May-2024 |
PNC Infratech 4QFY24 Update - Incremental order inflows to support growth I Maintain BUY I |
India |
Vikram Suryavanshi |
|
| 27-May-2024 |
Allcargo Logistics 4QFY24 Update - Short term headwinds I Maintain Neutral I |
India |
Vikram Suryavanshi |
|
| 27-May-2024 |
Aurobindo Pharma - Biologic CDMO pact with Merck soon – A Re-rater: BUY with raised TP of Rs 1430 |
India |
Surya Patra |
|
| 26-May-2024 |
Ashok Leyland (AL IN) : Guidance held: mid-teen EBITDA %, 35% MHCV market share - BUY (Maintained) |
India |
Saksham Kaushal |
|
| 26-May-2024 |
Aegis Logistics 4QFY24 Update - Capex to drive growth I Downgrade to SELL |
India |
Vikram Suryavanshi |
|
| 26-May-2024 |
DIVIS Lab - Strong Custom synthesis sales surprised earnings but its Lumpy; maintain NEUTRAL with TP Rs 3750 |
India |
Surya Patra |
|
| 26-May-2024 |
Manappuram Finance (MGFL IN): Non-gold AUM growth to weigh on credit cost in FY25 |
India |
Shubhranshu Mishra |
|
| 25-May-2024 |
ITC Ltd (ITC IN) 4QFY24 Result Update | Cigarette: Impressive volume growth; Inflation dragged EBIT margin | Maintain BUY with Revised TP of Rs. 490/ |
India |
Binay Shukla |
|
| 24-May-2024 |
Hindalco Q4FY24: Positives priced in; near term capex intensity to be on higher side (Downgrade to Neutral) |
India |
Vikash Singh |
|
| 23-May-2024 |
Petronet LNG Ltd- Stands to benefit from healthy LNG import outlook -Q4FY24 update |
India |
Nitin Tiwari |
|
| 23-May-2024 |
Pennar Industries 4QFY24 Update - Riding on capex cycle I Maintain BUY I |
India |
Vikram Suryavanshi |
|
| 23-May-2024 |
Page Industries - Recovery of topline growth to take longer than expected |
India |
Ankit Kedia |
|
| 23-May-2024 |
PI Industries Q4FY24 - May 2024 |
India |
Harmish Desai |
|
| 23-May-2024 |
Star Cement - Maintain Buy - PO Rs300 |
India |
Vaibhav Agarwal |
|
| 23-May-2024 |
Sun Pharma - FY25 to be an investment phase with margin pressure, Maintain NEUTRAL with TP Rs 1370 |
India |
Surya Patra |
|
| 23-May-2024 |
Cipla Ltd - Launch of gLanreotide could boost earnings by 6% in FY26; Reiterate SELL with raised TP Rs 1180 |
India |
Surya Patra |
|
| 22-May-2024 |
PC-WIT (21 May): Indian macros robust |
India |
Anjali Verma |
|
| 22-May-2024 |
Maharashtra Seamless 4QFY24 Results: A net cash flow story; volume growth expected in FY26 only (Maintain Buy) |
India |
Vikash Singh |
|
| 22-May-2024 |
Jubilant Foodworks: Standalone margins to remain under pressure |
India |
Ankit Kedia |
|
| 21-May-2024 |
Camlin Fine Sciences - In line Q4; External challenges keep near-term outlook clouded; Downgrade to Neutral with TP Rs 110 |
India |
Surya Patra |
|
| 21-May-2024 |
RateGain Travel Tech 4QFY24 - Decent results; Strong Guidance; Thesis playing out well; Maintain BUY |
India |
Karan Uppal |
|
| 21-May-2024 |
Steel Authority of India Q4FY24 Results: Good performance; Inventory liquidation to boost sales to all time high (Maintain Buy) |
India |
Vikash Singh |
|
| 21-May-2024 |
VRL Logistics 4QFY24 - Volume impact and cost pressure in short term I Maintain BUY |
India |
Vikram Suryavanshi |
|
| 21-May-2024 |
The India Cements Ltd (ICEM IN) - Maintain Neutral - PO Rs230 |
India |
Vaibhav Agarwal |
|
| 20-May-2024 |
Zydus Lifesciences - Likely competition in Asacol HD dents base biz earnings; Downgrade to SELL with TP Rs 900 |
India |
Surya Patra |
|
| 20-May-2024 |
Vinati Organics Ltd - Robust qoq performance; Guides for 20% 3yr growth CAGR; BUY with TP Rs 2000+ |
India |
Surya Patra |
|
| 20-May-2024 |
Dhanuka Agritech Q4FY24 - May 2024 |
India |
Harmish Desai |
|
| 20-May-2024 |
Endurance Technologies (ENDU IN) : Valuation is factoring in the positives - NEUTRAL (Maintained) |
India |
Saksham Kaushal |
|
| 20-May-2024 |
Balkrishna Industries Ltd (BIL IN) : Not out of the woods yet - NEUTRAL (Maintained) |
India |
Saksham Kaushal |
|
| 20-May-2024 |
Bandhan Bank (BANDHAN IN EQUTY) - Clean up of a messy legacy |
India |
Manish Agarwalla |
|
| 18-May-2024 |
Concor 4QFY24 Update - Hope on the horizon I Maintain BUY |
India |
Vikram Suryavanshi |
|
| 17-May-2024 |
BIOCON - Lower R&D spend aided Q4FY24; Pipeline won’t help FY25; Maintain NEUTRAL with TP Rs 290 |
India |
Surya Patra |
|
| 17-May-2024 |
Ratnamani Metals & Tubes Q4FY24: Maintain positive outlook; order book mix improved (Maintain Buy) |
India |
Vikash Singh |
|
| 17-May-2024 |
JSW Steel Q4FY24: Set to reap benefits of expansion; Future capex will be self-sustainable (Maintain Buy) |
India |
Vikash Singh |
|
| 16-May-2024 |
TCI Ltd 4QFY24 Update - Leveraging multimodal capabilities Maintain BUY |
India |
Vikram Suryavanshi |
|
| 16-May-2024 |
Jindal Stainless Q4FY24: Inventory loss dented performance; Positive outlook intact (Maintain Buy) |
India |
Vikash Singh |
|
| 16-May-2024 |
Mahindra & Mahindra (MM IN) : ICE launch schedule reassures a continuing strong portfolio - BUY (Maintained) |
India |
Saksham Kaushal |
|
| 16-May-2024 |
GAIL(india) Ltd- Transmission & Trading volume continue to improve-Q4FY24 update |
India |
Nitin Tiwari |
|
| 16-May-2024 |
NCC 4QFY24 Update - Strong execution continues Maintain BUY |
India |
Vikram Suryavanshi |
|
| 16-May-2024 |
Repco Home Finance (REPCO IN): Will have to trade spreads for growth in FY25/26 |
India |
Shubhranshu Mishra |
|
| 16-May-2024 |
LIC Housing Finance (LICHF IN) NIMs to compress and elevated credit cost in FY25 |
India |
Shubhranshu Mishra |
|
| 15-May-2024 |
Power Finance Corporation (POWF IN) - Loan growth guidance at 12-15% |
India |
Manish Agarwalla |
|
| 15-May-2024 |
V-Mart Retail: Geared up to capitalize on pick-up in rural sentiments |
India |
Ankit Kedia |
|
| 15-May-2024 |
KDDL 4QFY24 Update - Play on Indian Luxury market Upgrade to BUY |
India |
Vikram Suryavanshi |
|
| 15-May-2024 |
JK Cement Ltd (JKCE IN): Maintain BUY - PO Rs5,700 |
India |
Vaibhav Agarwal |
|
| 15-May-2024 |
Apollo Tyres (APTY IN) : RM cost inflation and EPR costs to add to margin pressure - NEUTRAL (Maintained) |
India |
Saksham Kaushal |
|
| 15-May-2024 |
Shree Cement (SRCM IN) - Maintain Neutral - PO Rs30,000 |
India |
Vaibhav Agarwal |
|
| 15-May-2024 |
Colgate Palmolive (CLGT IN) 4QFY24 Result Update: Misplaced Valuation | Maintain SELL with TP of Rs. 2,100/ |
India |
Binay Shukla |
|
| 15-May-2024 |
Earnings Mid-Review: Earnings growth strong and above expectations |
India |
Anjali Verma |
|
| 14-May-2024 |
Devyani International: Slowdown in consumer demand persists |
India |
Ankit Kedia |
|
| 14-May-2024 |
Aarti Industries - Best beneficiary of chemical sector reversal; Maintain BUY with raised TP of Rs 900 |
India |
Surya Patra |
|
| 14-May-2024 |
Jindal Steel & Power Q4FY24: Assets commissioning to start in a phased manner (Maintain Buy) |
India |
Vikash Singh |
|
| 13-May-2024 |
UPL Q4FY24 - May 2024 |
India |
Harmish Desai |
|
| 13-May-2024 |
APL Apollo Tubes Q4FY24:Continue to promise above industry growth; Favourable outlook intact (Maintain Buy) |
India |
Vikash Singh |
|
| 13-May-2024 |
CPI Inflation: Steady at 11-month low; core CPI downtrend continued |
India |
Anjali Verma |
|
| 13-May-2024 |
MF Tracker (Apr) - Continued strong net flows; buying in Financials, metals |
India |
Anjali Verma |
|
| 13-May-2024 |
Bank of Baroda (BOB IN) - Strong recovery drives margin |
India |
Manish Agarwalla |
|
| 13-May-2024 |
Cipla - Pipeline execution remains a key monitorable; Maintain SELL with lower TP Rs 1100 |
India |
Surya Patra |
|
| 12-May-2024 |
Eicher Motors (EIM IN) : Focus to defend market share could limit margin expansion - NEUTRAL (Maintained) |
India |
Saksham Kaushal |
|
| 12-May-2024 |
Tata Motors (TTMT IN) : TML India is now net debt free; JLR to follow in FY25 - BUY (Maintained) |
India |
Saksham Kaushal |
|
| 12-May-2024 |
Sapphire Foods India: Turnaround in Pizza Hut to drive margin expansion |
India |
Ankit Kedia |
|
| 12-May-2024 |
Gujarat State Petronet Ltd (GUJS IN):-Sharply lower tariffs define the new normal - Q4FY24 update |
India |
Nitin Tiwari |
|
| 11-May-2024 |
Gopal Snacks Ltd (GOPAL IN) 4QFY24 Result Update (NOT RATED): Soft quarter; Competition is a key monitorable going ahead… |
India |
Binay Shukla |
|
| 11-May-2024 |
Mahanagar Gas Limited (MAGHL IN): In-line earnings; healthy YoY growth in gas sales - Q4FY24 update |
India |
Nitin Tiwari |
|
| 10-May-2024 |
Industrial Output: Marginal softness in growth |
India |
Anjali Verma |
|
| 09-May-2024 |
SRF Ltd - FY24 Spec. chem. profitability improved despite challenges; Re-iterate BUY with TP Rs 2700 |
India |
Surya Patra |
|
| 09-May-2024 |
Escorts Kubota Ltd (ESC IN) : Subdued tractor demand for FY25 - NEUTRAL (Maintained) |
India |
Saksham Kaushal |
|
| 09-May-2024 |
State Bank of India (SBIN IN) - Surpassed all expectations |
India |
Manish Agarwalla |
|
| 09-May-2024 |
Asian Paints (APNT IN) 4QFY24 Result Update - Battle for growth and market share started | Maintain NEUTRAL with Revised TP of Rs, 2,900/ |
India |
Binay Shukla |
|
| 09-May-2024 |
Bajaj Consumer Care (BAJAJCON IN) 4QFY24 Result Update: Risk-Rewards favorable | Maintain BUY with TP of Rs. 280/ |
India |
Binay Shukla |
|
| 09-May-2024 |
WIT (07 May): HFIs displayed mixed signals |
India |
Anjali Verma |
|
| 09-May-2024 |
Gujarat Gas Ltd (GUJGA IN): Market share consolidation in focus - Q4FY24 update |
India |
Nitin Tiwari |
|
| 09-May-2024 |
Indraprastha Gas Limited (IGL IN): GAs other than NCT expected to be growth drivers- Q4FY24 update |
India |
Nitin Tiwari |
|
| 08-May-2024 |
Chambal Fertilisers Q4FY24 - May 2024 |
India |
Harmish Desai |
|
| 08-May-2024 |
Jindal SAW Q4FY24: Positive outlook intact; Debt reduction will drive re-rating (Maintain Buy) |
India |
Vikash Singh |
|
| 08-May-2024 |
Westlife Foodworld: Long-term prospects outweight short-term challenges |
India |
Ankit Kedia |
|
| 08-May-2024 |
Hero MotoCorp (HMCL IN) : 2W ICE margins improve further on premiumization play - BUY (Maintained) |
India |
Saksham Kaushal |
|
| 08-May-2024 |
TVS Motor (TVSL IN) : Decent margins continue, though valuation is rich - NEUTRAL (Maintained) |
India |
Saksham Kaushal |
|
| 08-May-2024 |
Bharat Forge (BHFC IN) : Defence orders and execution now ramping up - BUY (Maintained) |
India |
Saksham Kaushal |
|
| 07-May-2024 |
Lupin (LPC IN) - Spiriva as well as pipeline benefits already priced in; Maintain SELL with TP Rs 1370 |
India |
Surya Patra |
|
| 07-May-2024 |
Dr Reddys Lab (DRRD IN) - Renewed focus on domestic formulations add value; Maintain BUY with TP Rs 6800 |
India |
Surya Patra |
|
| 07-May-2024 |
Godrej Consumer Products (GCPL IN) : Company Update - Well poised for growth and profitability in FY25 | Maintain BUY with TP of RS. 1,450/ |
India |
Binay Shukla |
|
| 07-May-2024 |
Indian Bank (INBK IN) - Decent Performance across the parameters |
India |
Manish Agarwalla |
|
| 06-May-2024 |
Mahindra & Mahindra Financial Services (MMFS IN): Beat despite higher than expected credit cost |
India |
Shubhranshu Mishra |
|
| 06-May-2024 |
Marico Ltd (MRCO IN) : 4QFY24 Result Update - Moving into right direction | Upgrade to BUY with Revised TP of Rs. 650/ |
India |
Binay Shukla |
|
| 06-May-2024 |
Britannia Industries (BRIT IN): 4QFY24 Result Update - Clear focus on DD volume growth and market share gains | Maintain BUY rating with Revised TP of Rs. 5,700/ |
India |
Binay Shukla |
|
| 06-May-2024 |
Mangalam Cement (MGC IN) - Downgrade to Neutral - PO Rs900 |
India |
Vaibhav Agarwal |
|
| 05-May-2024 |
Ceat Ltd (CEAT IN) : EPR obligations to alter the margin structure - NEUTRAL (Maintained) |
India |
Saksham Kaushal |
|
| 05-May-2024 |
Titan Company: Margin to remain under pressure in the near term |
India |
Ankit Kedia |
|
| 05-May-2024 |
Kotak Mahindra Bank (KMB IN) - Strong core-performance |
India |
Manish Agarwalla |
|
| 05-May-2024 |
Avenue Supermarts: Product mix improvement in H2FY24 builds hope for future ( |
India |
Ankit Kedia |
|
| 05-May-2024 |
Ambuja Cements (ACEM IN) - Maintain BUY - PO Rs840 |
India |
Vaibhav Agarwal |
|
| 05-May-2024 |
ACC Ltd (ACC IN) - Maintain Buy - PO Rs3,60 |
India |
Vaibhav Agarwal |
|
| 05-May-2024 |
Sanghi Industries (SNGI IN) - Maintain BUY - PO Rs155 |
India |
Vaibhav Agarwal |
|
| 03-May-2024 |
APSEZ 4QFY24 Update - Developing end to end capabilities Maintain BUY |
India |
Vikram Suryavanshi |
|
| 03-May-2024 |
Strategy (Monthly): Nifty near all-time high; DMs corrected |
India |
Anjali Verma |
|
| 03-May-2024 |
PCI Index (Monthly): Robust macros and equities aided PCI to a record high |
India |
Anjali Verma |
|
| 03-May-2024 |
Atul Ltd (ATLP IN) - Ready to ride along the sector reversal; Upgrade to BUY with raised TP Rs 7000 |
India |
Surya Patra |
|
| 02-May-2024 |
WIT (30 Apr): Domestic HFIs displaying robustness |
India |
Anjali Verma |
|
| 02-May-2024 |
G7 CEE Meet - Coal phase down by mid-2030s; encourage RE/fusion |
India |
Anjali Verma |
|
| 02-May-2024 |
Financial Landscape - Satisfactory operating performance so far.. |
India |
Manish Agarwalla |
|
| 02-May-2024 |
Jindal Stainless Ltd Co Update: Assuring growth beyond FY26 (Maintain Buy) |
India |
Vikash Singh |
|
| 02-May-2024 |
Dabur India (DABUR IN) 4QFY24: Result Update - Strong operating performance, All eyes on sustainability of rural recovery | Maintain NEUTRAL rating with TP of Rs. 575/ |
India |
Binay Shukla |
|
| 02-May-2024 |
Cholamandalam Finance (CIFC IN): Strong Guidance for FY2 |
India |
Shubhranshu Mishra |
|
| 02-May-2024 |
Coforge 4QFY24 - Optimistic FY25 Outlook; Bold acquisition – integration key; Maintain BUY |
India |
Karan Uppal |
|
| 02-May-2024 |
REC Ltd (RECL IN) - Healthy sanctions provides growth visibility |
India |
Manish Agarwalla |
|
| 01-May-2024 |
Shoppers Stop: Targets to add 100 stores in FY25 |
India |
Ankit Kedia |
|
| 01-May-2024 |
Sona BLW PF Ltd (SONACOMS IN) : To benefit from focus on EVs and plug-in hybrids - BUY (Maintained |
India |
Saksham Kaushal |
|
| 30-Apr-2024 |
GLOBAL TECHNICAL ROUNDUP : PHILLIP TECHNICALS (APRIL 2024) |
India |
Subodh Gupta |
|
| 30-Apr-2024 |
Monthly Technical - The 20:80 Report - APRIL 2024 |
India |
Subodh Gupta |
|
| 30-Apr-2024 |
P&G Hygiene and Healthcare Ltd (PG IN) - ( NOT RATED ): 3QFY24 Result Update - Impressive and surprise revenue and operating performance |
India |
Binay Shukla |
|
| 30-Apr-2024 |
IndiaMART InterMESH 4QFY24 - In line results; elevated customer churn persists; Maintain BUY |
India |
Karan Uppal |
|
| 30-Apr-2024 |
UltraTech Cement (UTCEM IN) - Maintain BUY - PO Rs12,500 |
India |
Vaibhav Agarwal |
|
| 29-Apr-2024 |
KPIT Technologies 4QFY24 - Strong performance & TCV; Industry leading growth to continue; Maintain BUY |
India |
Karan Uppal |
|
| 29-Apr-2024 |
Coromandel International Q4FY24 - April 2024 |
India |
Harmish Desai |
|
| 29-Apr-2024 |
Trent: Focus on strengthening the balance sheet |
India |
Ankit Kedia |
|
| 28-Apr-2024 |
ICICI Bank (ICICIBC IN) - Stable Core performance |
India |
Manish Agarwalla |
|
| 28-Apr-2024 |
Maruti Suzuki (MSIL IN) : Favourable mix to result in higher ASP and margin - BUY (Maintained) |
India |
Saksham Kaushal |
|
| 27-Apr-2024 |
VST Industries Limited (VST IN) 4QFY24 ( NOT RATED )- Result Update: A decent quarter; Raw material headwinds continue to persists in near term |
India |
Binay Shukla |
|
| 27-Apr-2024 |
Mphasis 4QFY24 - Decent growth; Miss on Margins; Optimistic Commentary; Maintain Neutral |
India |
Karan Uppal |
|
| 26-Apr-2024 |
Dalmia Bharat (DALBHARA IN) - Downgrade to Neutral (PO Rs2,050 |
India |
Vaibhav Agarwal |
|
| 26-Apr-2024 |
Shriram Finance (SHFL IN): FY25 guidance maintained |
India |
Shubhranshu Mishra |
|
| 26-Apr-2024 |
HCL Technologies 4QFY24 - Inline results; FY25 Guidance weaker than expected ; Maintain BUY |
India |
Karan Uppal |
|
| 26-Apr-2024 |
Tech Mahindra 4QFY24 - Bold vision for FY27, Execution is key; Upgrade to Neutral |
India |
Binay Shukla |
|
| 26-Apr-2024 |
Tech Mahindra 4QFY24 - Bold vision for FY27, Execution is key; Upgrade to Neutral |
India |
Karan Uppal |
|
| 26-Apr-2024 |
Bajaj Finance (BAF IN): Regulatory restrictions remain overhang |
India |
Shubhranshu Mishra |
|
| 25-Apr-2024 |
Vedanta Q4FY24: Debt overhang gone; strong play on commodities rally (Maintain Buy) |
India |
Vikash Singh |
|
| 25-Apr-2024 |
Nestle India (NEST IN) 5QCY23: Result Update - Near terms headwinds, Long term story remains intact | Maintain BUY with TP of RS. 2,850/ |
India |
Binay Shukla |
|
| 25-Apr-2024 |
Indusind Bank (IIB IN) - Marginal miss to our estimate |
India |
Manish Agarwalla |
|
| 25-Apr-2024 |
Cyient 4QFY24 - Modest results; Portfolio volatility persists; Maintain Neutral |
India |
Karan Uppal |
|
| 25-Apr-2024 |
L&T Technology Services 4QFY24 - Decent results; Margins outlook disappoints; Maintain Neutral |
India |
Karan Uppal |
|
| 25-Apr-2024 |
DCB Bank (DCBB IN) - Superior NII performance |
India |
Manish Agarwalla |
|
| 24-Apr-2024 |
LTIMindtree 4QFY24 - Decent results; Growth recovery in sight ; Maintain BUY |
India |
Karan Uppal |
|
| 24-Apr-2024 |
Tata Consumer Products Ltd (TATACONS IN) | 4QFY24 Result Update - Setting the stage for Growth and International business | Maintain BUY rating with Revised TP of Rs. (1,225) |
India |
Binay Shukla |
|
| 24-Apr-2024 |
Axis Bank (AXSB IN) - Beat on core-performance |
India |
Manish Agarwalla |
|
| 24-Apr-2024 |
Hindustan Unilever Ltd (HUVR IN) 4QFY24 Result Update: A tough and rough road in near term | Maintain NEUTRAL rating with Revised TP of Rs. 2,400/ |
India |
Binay Shukla |
|
| 24-Apr-2024 |
Equitas SFB (EQUITASB IN) - Performance impacted by one-offs |
India |
Manish Agarwalla |
|
| 24-Apr-2024 |
WIT (23 Apr): Sustenance in macros |
India |
Anjali Verma |
|
| 23-Apr-2024 |
Rallis India Q4FY24 - April 2024 |
India |
Harmish Desai |
|
| 23-Apr-2024 |
Mahindra Logistics 4QFY24 Update - Focus on cost optimization Maintain BUY |
India |
Vikram Suryavanshi |
|
| 22-Apr-2024 |
IREDA Ltd (IREDA IN) - Accelerated growth continues |
India |
Manish Agarwalla |
|
| 22-Apr-2024 |
Persistent Systems 4QFY24 - Inline performance; decent dealwins; Margins outlook disappointed; Maintain BUY |
India |
Karan Uppal |
|
| 21-Apr-2024 |
HDFC Bank (HDFCB IN) - Focus on balance sheet management |
India |
Manish Agarwalla |
|
| 19-Apr-2024 |
Wipro 4QFY24 - Inline Results; Muted Guidance; Valuations inexpensive; Maintain Neutra |
India |
Karan Uppal |
|
| 19-Apr-2024 |
Hindustan Zinc Q4FY24: Subdued volume growth; Higher LME and silver to drive earnings (Maintain Neutral) |
India |
Vikash Singh |
|
| 19-Apr-2024 |
Model Portfolio - Minor Changes |
India |
Anjali Verma |
|
| 19-Apr-2024 |
Bajaj Finance (BAF IN): Investor concerns answered |
India |
Shubhranshu Mishra |
|
| 19-Apr-2024 |
Bajaj Auto (BJAUT IN) : Export challenges cushioned by mix and dollar realization - BUY (Maintained) |
India |
Saksham Kaushal |
|
| 18-Apr-2024 |
Infosys 4QFY24 - Mixed results; Strong TCV; Near term outlook remains weak; Maintain BUY |
India |
Karan Uppal |
|
| 18-Apr-2024 |
WIT (16 Apr): Healthy growth momentum |
India |
Anjali Verma |
|
| 14-Apr-2024 |
BJP Manifesto – Continuity and more : A Comprehensive plan panning across sectors and segments |
India |
Anjali Verma |
|
| 13-Apr-2024 |
CPI, IIP : Inflation moderated; IIP growth improved |
India |
Anjali Verma |
|
| 12-Apr-2024 |
TCS 4QFY24 - Decent results, strong margins & TCV; Optimistic commentary; Maintain BUY |
India |
Karan Uppal |
|
| 12-Apr-2024 |
ISG Q1CY24: Modest Managed Services ACV dragged by Americas |
India |
Karan Uppal |
|
| 10-Apr-2024 |
WIT (9 Apr): Domestic macros holding up |
India |
Anjali Verma |
|
| 10-Apr-2024 |
Chemicals/Pharma Exim trends - March 2024: Reaffirms the reversal of global Chemical demand |
India |
Surya Patra |
|
| 09-Apr-2024 |
NBFC (Auto Finance Eco-system): FY25/26 will be driven by volume growth largely |
India |
Shubhranshu Mishra |
|
| 08-Apr-2024 |
Cement – Q4FY24 Preview: A relatively subdued quarter on profitability front vs. Q3 |
India |
Vaibhav Agarwal |
|
| 08-Apr-2024 |
Financials - Moderate earnings, outlook key |
India |
Manish Agarwalla |
|
| 08-Apr-2024 |
Agriculture Inputs Q4 FY24 Preview - April 2024 |
India |
Harmish Desai |
|
| 08-Apr-2024 |
Consumer & Retail: 4QFY24 Results Preview - Consumption conundrum continues |
India |
Vishal Gutka |
|
| 08-Apr-2024 |
Metals 4QFY24 Results Preview: Margins under pressure for ferrous; Non-Ferrous to perform better |
India |
Vikash Singh |
|
| 05-Apr-2024 |
Monetary Policy: As still as possible – As expected |
India |
Anjali Verma |
|
| 04-Apr-2024 |
IT Services Q4FY24 Results Preview- Navigating through weak demand environment |
India |
Karan Uppal |
|
| 04-Apr-2024 |
Macro & Strategy (Monthly): Yet another high in PCI index |
India |
Anjali Verma |
|
| 03-Apr-2024 |
WIT (2 Apr): Positive macros; focus on RBI commentary |
India |
Anjali Verma |
|
| 03-Apr-2024 |
Bajaj Finance (BAF IN): Bajaj Housing (BHFL) Finance - In a league of its own |
India |
Shubhranshu Mishra |
|
| 03-Apr-2024 |
Financial Landscape - Volume growth in auto finance to be 5-10% in FY25/26 |
India |
Manish Agarwalla |
|
| 02-Apr-2024 |
Specialty Chemicals Q4FY24 Preview: Multiples signs of demand recovery in sight; Top results picks: BUY – ARTO, SRF & VO |
India |
Surya Patra |
|
| 01-Apr-2024 |
Pharmaceuticals Q4FY24 preview - Ramp up in gRevlimid to drive earnings growth; Top Results Pick - ARBP (+ve) and BIOS (-ve): |
India |
Surya Patra |
|
| 31-Mar-2024 |
GLOBAL TECHNICAL ROUNDUP : PHILLIP TECHNICALS (MARCH 2024) |
India |
Subodh Gupta |
|
| 21-Mar-2024 |
Accenture 2QFY24 - In line results; Strong bookings; Weak commentary |
India |
Karan Uppal |
|
| 19-Mar-2024 |
Jyothy Laboratories (JYL IN) - NOT RATED : Company Update - Shining dishes, surging sales: JYLs dishwashing triumph |
India |
Vishal Gutka |
|
| 18-Mar-2024 |
Jubilant Foodworks (JUBI IN): Company Update - Well begun is half done | Maintain NEUTRAL rating with TP of Rs. 450/ |
India |
Vishal Gutka |
|
| 18-Mar-2024 |
Infrastructure - Getting ready for a long upcycle! |
India |
Vikram Suryavanshi |
|
| 18-Mar-2024 |
Initiating Coverage Agrochemical Sector - March 2024 |
India |
Harmish Desai |
|
| 17-Mar-2024 |
IT ENDS HERE ..ATLEAST FOR THE TIME BEING...(PC- TECHNICALS) |
India |
Subodh Gupta |
|
| 17-Mar-2024 |
Coforge - Large M&A on the anvil? - Maintain BUY |
India |
Karan Uppal |
|
| 16-Mar-2024 |
Housing Finance Sector: Demand/supply to be steady in FY25/26 |
India |
Shubhranshu Mishra |
|
| 13-Mar-2024 |
Financial Landscape - Luxury housing continues to thrive |
India |
Manish Agarwalla |
|
| 13-Mar-2024 |
WIT (12 Mar): Growth momentum sustaining |
India |
Anjali Verma |
|
| 12-Mar-2024 |
CPI, IIP : Inflation steady; IIP growth decen |
India |
Anjali Verma |
|
| 12-Mar-2024 |
Chemicals/Pharma Exim trends - February 2024; Upgrade to BUY - ARTO, SRF & VO; Re-iterate SELL - CIPLA, LUPIN, IPCA |
India |
Surya Patra |
|
| 11-Mar-2024 |
GAIL(India) Ltd Visit Note - March 2024 |
India |
Nitin Tiwari |
|
| 11-Mar-2024 |
MF Tracker (Feb) - Strong net flows; buying in oil & gas; selling in staples |
India |
Anjali Verma |
|
| 11-Mar-2024 |
Cyient - Key Takeaways from Sustainability Facility Visi |
India |
Karan Uppal |
|
| 06-Mar-2024 |
WIT (5 Mar): HFI largely healthy |
India |
Anjali Verma |
|
| 04-Mar-2024 |
Macro & Strategy (Monthly): PCI Index stable and sturdy |
India |
Anjali Verma |
|
| 04-Mar-2024 |
Aurobindo Pharma - Multiple growth levers in place; Buy with raised TP of Rs 1400 |
India |
Surya Patra |
|
| 29-Feb-2024 |
Monthly Technical - The 20:80 Report - FEBRURAY 2024 |
India |
Subodh Gupta |
|
| 29-Feb-2024 |
Q3FY24 GDP : Investment and manufacturing led growth |
India |
Anjali Verma |
|
| 29-Feb-2024 |
Model Portfolio - Continue to shift to large caps |
India |
Anjali Verma |
|
| 29-Feb-2024 |
Vedanta Annual Day Update: Promise to fix debt while maintaining aggressive growth (Maintain Buy) |
India |
Vikash Singh |
|
| 28-Feb-2024 |
FY25-26 Macro and Strategy Outlook: Continuity in government, economy, and equities |
India |
Anjali Verma |
|
| 27-Feb-2024 |
Financial Landscape - Tight liquidity further impacts cost of fund |
India |
Manish Agarwalla |
|
| 25-Feb-2024 |
Pitti Engineering Ltd (BUY; TP: 928) Q3FY24 Result: Strong growth, gearing up to cater export opportunities |
India |
Manish Agarwalla |
|
| 23-Feb-2024 |
IndiaMART InterMESH Initiating coverage - Leader in India’s online B2B classifieds; risk reward favorable - BUY |
India |
Harshraj Rao |
|
| 21-Feb-2024 |
Microfinance Sector: GLP growth expected at 20%+ in FY25/26 |
India |
Shubhranshu Mishra |
|
| 17-Feb-2024 |
KNR Construction 3QFY24 Update - Modest results; focus on quality orders |
India |
Vikram Suryavanshi |
|
| 16-Feb-2024 |
Credit cards sector: Spends growth expected at 20%+ in FY25/26 |
India |
Shubhranshu Mishra |
|
| 16-Feb-2024 |
Cement – Q3FY24 Review - Positives surprises play-out; directional recovery on track: |
India |
Vaibhav Agarwal |
|
| 16-Feb-2024 |
ABFRL: Path to profitability remains foggy |
India |
Ankit Kedia |
|
| 15-Feb-2024 |
Q3FY24 Earnings Review: Earnings growth remains strong and in-line |
India |
Anjali Verma |
|
| 15-Feb-2024 |
KDDL 3QFY24 Update - Play on Indian luxury market |
India |
Vikram Suryavanshi |
|
| 15-Feb-2024 |
CG Consumer Electricals (NEU; TP 326) Q3FY24 Result: Soft demand capped Q3, Gearing up to ride on Crompton 2.0 |
India |
Manish Agarwalla |
|
| 15-Feb-2024 |
GUJGA -3QFY24 Earnings Update- Earnings miss estimate on weaker margins; SELL |
India |
Nitin Tiwari |
|
| 15-Feb-2024 |
IPCA Laboratories - Unichem integration weighs on margins; Maintain SELL with TP Rs 910 |
India |
Surya Patra |
|
| 15-Feb-2024 |
NMDC Q3FY24: Iron ore demand outlook in India improving - Maintain BUY |
India |
Vikash Singh |
|
| 14-Feb-2024 |
Gateway Distriparks 3QFY24 Update - Sustainable performance in rail business Maintain BUY |
India |
Vikram Suryavanshi |
|
| 14-Feb-2024 |
National Aluminium 3QFY24: Strong performance to continue; Valuations getting stretched - NEUTRAL (Downgrade) |
India |
Vikash Singh |
|
| 14-Feb-2024 |
SAIL Q3FY24: Valuations still attractive; Railway pricing to improve profitability (Maintain Buy) |
India |
Vikash Singh |
|
| 14-Feb-2024 |
Mahindra & Mahindra (MM IN) : UV capacity increase should address longer waiting period - BUY (Maintained) |
India |
Saksham Kaushal |
|
| 14-Feb-2024 |
Muthoot Finance (MUTH IN): Pick-up in gold loan growth, driven by higher productivity |
India |
Shubhranshu Mishra |
|
| 14-Feb-2024 |
Finolex Cables Ltd (BUY; TP: 1,175) Q3FY24 Result: Electrical business impacted growth, expect recovery in FY25 |
India |
Manish Agarwalla |
|
| 14-Feb-2024 |
JK Lakshmi Cement (JKLC IN) - Maintain BUY - PO - Rs1,200 |
India |
Vaibhav Agarwal |
|
| 13-Feb-2024 |
WIT (13 Feb): Resilience in economic activity |
India |
Anjali Verma |
|
| 13-Feb-2024 |
Pennar Industries 3QFY24 Update - Riding on capex cycle Maintain BUY |
India |
Vikram Suryavanshi |
|
| 13-Feb-2024 |
Eicher Motors (EIM IN) : New launches doing well but competition is upping capacity - NEUTRAL (Maintained) |
India |
Saksham Kaushal |
|
| 13-Feb-2024 |
Repco Home Finance (REPCO IN): Will have to trade spreads for growth in FY25/26 |
India |
Shubhranshu Mishra |
|
| 13-Feb-2024 |
Hindalco Q3FY24: Higher capex will be absorbed by strong cash flows; Negatives priced in (Maintain Buy) |
India |
Vikash Singh |
|
| 13-Feb-2024 |
Allcargo Logistics 3QFY24 Update - Short term headwinds Maintain Neutral |
India |
Vikram Suryavanshi |
|
| 13-Feb-2024 |
Vinati Organics - Getting ready for a strong structural growth; Remain Neutral with TP Rs 1750 |
India |
Surya Patra |
|
| 12-Feb-2024 |
MF Tracker (Jan) - Strong net flows; buying in oil & gas; selling in financials |
India |
Anjali Verma |
|
| 12-Feb-2024 |
Aurobindo Pharma - Multiple triggers boost earning visibility; Maintain BUY with raised TP of Rs 1300 |
India |
Surya Patra |
|
| 12-Feb-2024 |
PI Industries Q3FY24 - Feb 2024 |
India |
Harmish Desai |
|
| 12-Feb-2024 |
VRL Logistics 3QFY24 Update - Volume impact and cost pressure in short term |
India |
Vikram Suryavanshi |
|
| 12-Feb-2024 |
Bharat Forge (BHFC IN) : Near term growth moderation was expected & is temporary - BUY (Maintained) |
India |
Saksham Kaushal |
|
| 11-Feb-2024 |
Aarti Industries - Multiple supply contracts strengthen outlook; Maintain NEUTRAL with TP Rs 725 |
India |
Surya Patra |
|
| 11-Feb-2024 |
Aegis Logistics 3QFY24 Update - Capex to drive growth Maintain Neutral |
India |
Vikram Suryavanshi |
|
| 11-Feb-2024 |
Hero MotoCorp (HMCL IN) : Margins to improve on better mix and EV cost reduction - BUY (Maintained) |
India |
Saksham Kaushal |
|
| 11-Feb-2024 |
Camlin Fine Sciences - Delay in Vanillin ramp-up & extended shutdown of Italy unit hurt; BUY with TP Rs 150 |
India |
Surya Patra |
|
| 11-Feb-2024 |
Divis Laboratories - Opportunities galore but margins pressure continues; Remain Neutral with TP Rs 3300 |
India |
Surya Patra |
|
| 10-Feb-2024 |
Zydus Lifesciences Ltd - Margin surprised +vely; Robust 4Q likely; Maintain BUY with raised TP Rs 880 |
India |
Surya Patra |
|
| 10-Feb-2024 |
Bandhan Bank (BANDHAN IN EQUTY) - Fresh delinquency remains elevated |
India |
Manish Agarwalla |
|
| 10-Feb-2024 |
Asian Paints (APNT IN): Company Update - Winter is coming | Maintain NEUTRAL with TP of Rs 3,200 |
India |
Vishal Gutka |
|
| 10-Feb-2024 |
Adani Ports & SEZ 3QFY24 Update - Improvement in operating performance |
India |
Vikram Suryavanshi |
|
| 09-Feb-2024 |
Star Cement (STRCEM IN) - Upgrade to Buy - PO Rs250 |
India |
Vaibhav Agarwal |
|
| 09-Feb-2024 |
Emami (HMN IN) 3QFY24 Result Update: Weak rural and winter portfolio dragged overall performance | Maintain NEUTRAL Rating with TP of Rs. 500 |
India |
Vishal Gutka |
|
| 09-Feb-2024 |
Biocon - Weak Q3; Progress on pipeline is key monitorable; Maintain Neutral with lowered TP Rs 260 |
India |
Surya Patra |
|
| 08-Feb-2024 |
Lupin - Spiriva as well as pipeline benefits already priced in; SELL with TP Rs 1300: |
India |
Surya Patra |
|
| 08-Feb-2024 |
Power Finance Corporation (POWF IN) - Tepid growth outlook despite strong pipelin |
India |
Manish Agarwalla |
|
| 08-Feb-2024 |
NCC 3QFY24 Update: Strong execution; thesis intact Maintain BUY |
India |
Vikram Suryavanshi |
|
| 08-Feb-2024 |
Page Industries: Muted demand to be partially offset by operating efficiency |
India |
Ankit Kedia |
|
| 08-Feb-2024 |
Escorts Kubota Ltd (ESC IN) : Slow tractor demand to continue - NEUTRAL (Maintained) |
India |
Saksham Kaushal |
|
| 08-Feb-2024 |
Apollo Tyres (APTY IN) : Less scope for margin improvement over the near term - NEUTRAL (Maintained) |
India |
Saksham Kaushal |
|
| 08-Feb-2024 |
WIT (6 Feb): Economy holding steady |
India |
Anjali Verma |
|
| 08-Feb-2024 |
Monetary Policy: Medium-term hawkish stance |
India |
Anjali Verma |
|
| 08-Feb-2024 |
Tata Consumer Products Ltd (TATACONS IN) 3QFY24 Result Update - On a strong footing ; Maintain BUY with TP of Rs. 1,250 |
India |
Vishal Gutka |
|
| 08-Feb-2024 |
Ambuja Cements (ACEM IN) - CONVICTION BUY - PO Rs 950 |
India |
Vaibhav Agarwal |
|
| 08-Feb-2024 |
Ratnamani Metals and Tubes Q3FY24: Positive outlook intact; SS segment to drive the overall margins (Maintain Buy) |
India |
Vikash Singh |
|
| 08-Feb-2024 |
TCI ltd 3QFY24 Update - Leveraging multimodal capabilities Maintain BUY |
India |
Vikram Suryavanshi |
|
| 07-Feb-2024 |
Manappuram Finance (MGFL IN): Non-gold AUM growth to weigh on credit cost in FY25 |
India |
Shubhranshu Mishra |
|
| 07-Feb-2024 |
Trent: A cut above the rest |
India |
Ankit Kedia |
|
| 07-Feb-2024 |
Endurance Technologies (ENDU IN) : Price is not factoring in margin headwinds - NEUTRAL (Downgrade |
India |
Saksham Kaushal |
|
| 07-Feb-2024 |
V-Mart Retail: Growth to moderate as profitability becomes priority |
India |
Ankit Kedia |
|
| 07-Feb-2024 |
The India Cements Ltd (ICEM IN) - Maintain Neutral - PO Rs240 |
India |
Vaibhav Agarwal |
|
| 07-Feb-2024 |
Britannia Industries (BRIT IN) 3QFY24: Result Update - Focus shifts to volume growth over profits | Maintain BUY with TP of Rs. 5,550/ |
India |
Vishal Gutka |
|
| 07-Feb-2024 |
HeidelbergCement India Ltd (HEIM IN) - Downgrade to Neutral: PO Rs240 |
India |
Vaibhav Agarwal |
|
| 07-Feb-2024 |
Syrma SGS Technology Ltd (BUY; TP: 601) Q3FY24 Result: Consumer mix impacted margins; Guidance maintained |
India |
Manish Agarwalla |
|
| 07-Feb-2024 |
Shree Cement (SRCM IN) - Maintain Neutral - PO Rs30,000 |
India |
Vaibhav Agarwal |
|
| 07-Feb-2024 |
Nestle India (NEST IN) 4QCY23 : Result Update - Juggernaut on a roll! | Maintain BUY with TP of Rs. 2,800 |
India |
Vishal Gutka |
|
| 07-Feb-2024 |
Welspun Corp Q3FY24: Strong volumes negated lower EBITDA/t; Positive outlook intact (Maintain Buy) |
India |
Vikash Singh |
|
| 07-Feb-2024 |
PNC Infratech Ltd Q3FY24 - Incremental order inflows to support growth |
India |
Vikram Suryavanshi |
|
| 06-Feb-2024 |
Bajaj Consumer Care (BAJAJCON IN) 3QFY24 Result Update: Non-ADHO continues to drive volume growth ; Maintain BUY with TP of Rs. 270/ |
India |
Vishal Gutka |
|
| 06-Feb-2024 |
Ashok Leyland (AL IN) : Near term headwinds but CV transformation 2.0 to continue - BUY (Maintained) |
India |
Saksham Kaushal |
|
| 06-Feb-2024 |
Bata India: Marketing and technology investments impact margins |
India |
Ankit Kedia |
|
| 06-Feb-2024 |
Chambal Fertilisers Q3FY24 - Feb 2024 |
India |
Harmish Desai |
|
| 06-Feb-2024 |
Financial Landscape - Convergence of loan and deposit growth |
India |
Shubhranshu Mishra |
|
| 05-Feb-2024 |
Macro & Strategy (Monthly): PCI Index at an all-time high |
India |
Anjali Verma |
|
| 05-Feb-2024 |
Century Plyboards India Ltd (BUY; TP:822) Q3FY24 Result: Cut on Guidance, looking up for recovery |
India |
Manish Agarwalla |
|
| 05-Feb-2024 |
Stylam Industries Ltd (BUY; TP: 2,160) Q3FY24 Result: Q3 impacted by Exports. Capex on cards to cater new growth |
India |
Manish Agarwalla |
|
| 05-Feb-2024 |
Sugar and Ethanol Sector Update - Focus on diversification and value addition |
India |
Vikram Suryavanshi |
|
| 05-Feb-2024 |
HG Infra Engineering Ltd Q3FY24 - Stable margins; Story intact |
India |
Vikram Suryavanshi |
|
| 05-Feb-2024 |
Bajaj Electricals Ltd (BUY; TP: 1,220) Q3FY24 Result: Muted demand impacted performance; now all eyes on season |
India |
Manish Agarwalla |
|
| 05-Feb-2024 |
LIC Housing Finance (LICHF IN): Credit cost to normalise in FY25 |
India |
Shubhranshu Mishra |
|
| 04-Feb-2024 |
Tata Motors (TTMT IN) : Key JLR guidance maintained; FY25: net cash, FY26: 10%+ EBIT - BUY (Maintained) |
India |
Saksham Kaushal |
|
| 04-Feb-2024 |
Somany Ceramics Ltd (BUY; TP: 912) Q3FY24 Result: Muted demand in Q3; now positive outlook with Max plant online |
India |
Manish Agarwalla |
|
| 04-Feb-2024 |
Avalon Technologies Ltd (BUY; TP: 579) Q3FY24 Result: US continued to impact; expect recovery from FY25 |
India |
Manish Agarwalla |
|
| 04-Feb-2024 |
Orient Electric Ltd (BUY; TP: 304) Q3FY24 Result: Inline performance; fans to lead growth in Q4 |
India |
Manish Agarwalla |
|
| 04-Feb-2024 |
UPL Q3FY24 - Feb 2024 |
India |
Harmish Desai |
|
| 04-Feb-2024 |
Deepak Fertiliser Q3FY24 - Feb 2024 |
India |
Harmish Desai |
|
| 04-Feb-2024 |
V-Guard Industries Ltd (BUY; TP: 367) Q3FY24 Result: Strategy intact; weak consumer sentiment impacted performance |
India |
Manish Agarwalla |
|
| 03-Feb-2024 |
RateGain Travel Tech 3QFY24 - Strong Growth and Margin performance; Thesis playing out well - Maintain BUY |
India |
Karan Uppal |
|
| 03-Feb-2024 |
Mphasis Ltd 3QFY24 - Modest growth; Resilient margins; Execution remains weak – Downgrade to Neutral |
India |
Karan Uppal |
|
| 03-Feb-2024 |
State Bank of India (SBIN IN) - One-off drags profitability |
India |
Manish Agarwalla |
|
| 03-Feb-2024 |
Devyani International Ltd (DEVYANI IN) 3QFY24 Result Update: Weak SSSg weighs on profitability | Maintain NEUTRAL with TP of Rs. 190/ |
India |
Vishal Gutka |
|
| 03-Feb-2024 |
Praj Industries 3QFY24 Update - Building sustainable business drivers |
India |
Vikram Suryavanshi |
|
| 02-Feb-2024 |
Sapphire Foods India Ltd (SAPPHIRE IN) 3QFY24 Result Update: Risk reward favorable ; Maintain BUY with TP of Rs. 1,600/- |
India |
Vishal Gutka |
|
| 01-Feb-2024 |
Union Budget 2024-25: Fiscal consolidation leads; more details in final budget |
India |
Anjali Verma |
|
| 01-Feb-2024 |
Titan Company (TTAN IN) 3QFY24 Result Update - Margin pressure come to fore | Maintain NEUTRAL with TP of Rs. 3,450/ |
India |
Vishal Gutka |
|
| 01-Feb-2024 |
Thangamayil Jewellery (TJL IN) 3QFY24 - Result Update: Power packed performance across all parameters | Maintain High Conviction BUY with TP of Rs. 2,000/ |
India |
Vishal Gutka |
|
| 01-Feb-2024 |
Godrej Consumer Products (GCPL IN): Company Update - Aggressive second innings planned | Maintain High Conviction BUY with TP of Rs. 1,400/ |
India |
Vishal Gutka |
|
| 01-Feb-2024 |
WIT (31 Jan): Robust macro indicators |
India |
Anjali Verma |
|
| 01-Feb-2024 |
Kajaria Ceramics Ltd (NEU; TP: 1,493) Q3FY24 Result: Soft demand continues to impact, positive outlook from FY25 |
India |
Manish Agarwalla |
|
| 01-Feb-2024 |
Kaynes Technology India Ltd (BUY; TP: 3,233) Q3FY24 Result: Strong performance; now eyes on growing ind. and rail seg |
India |
Manish Agarwalla |
|
| 01-Feb-2024 |
Sun Pharma - In line performance and visible triggers priced-in; Downgrade to Neutral with TP Rs 1370 |
India |
Surya Patra |
|
| 01-Feb-2024 |
SRF IN - Subdued demand and visible margin pressure concern us; Cut Target Price to 2400 |
India |
Surya Patra |
|
| 31-Jan-2024 |
Monthly Technical - The 20:80 Report - JANUARY 2024 |
India |
Subodh Gupta |
|
| 31-Jan-2024 |
Gillette India Ltd (GILL IN) (NOT RATED): 2QFY24 Result Update - Mixed bag - Margin surprises; Sales growth underwhelming |
India |
Vishal Gutka |
|
| 31-Jan-2024 |
P&G Hygiene and Healthcare Ltd (PG IN) (NOT RATED): Result Update - Mixed bag – Sales growth underwhelming; margin surprises |
India |
Vishal Gutka |
|
| 31-Jan-2024 |
Maruti Suzuki (MSIL IN) : ASP, operating leverage to negate slower volume growth - BUY (Maintained |
India |
Saksham Kaushal |
|
| 31-Jan-2024 |
Jubilant Foodworks (JUBI IN) 3QFY24 - Result Update : Shrinking slice | Maintain NEUTRAL with TP of Rs. 450 |
India |
Vishal Gutka |
|
| 31-Jan-2024 |
Jindal Steel & Power 3QFY24: Cost rationalization and higher volumes to drive earnings (Upgrade to BUY) |
India |
Vikash Singh |
|
| 31-Jan-2024 |
Godrej Consumer Products (GCPL IN) 3QFY24: Result Update - Innovation factory has finally started delivering | Maintain BUY with TP of Rs. 1,400 |
India |
Vishal Gutka |
|
| 31-Jan-2024 |
Westlife Foodworld Ltd (WLDL IN) 3QFY24 - Result Update: Disappointing show| Maintain BUY with TP of Rs. 960 |
India |
Vishal Gutka |
|
| 31-Jan-2024 |
Dabur India (DABUR IN) 3QFY24 Result Update: Operating margin guidance remains intact | Maintain NEUTRAL with TP of Rs. 575 |
India |
Vishal Gutka |
|
| 31-Jan-2024 |
Coromandel International Q3FY24 - Jan 2024 |
India |
Harmish Desai |
|
| 31-Jan-2024 |
Bank of Baroda (BOB IN) - Strong recovery and low credit cost drives PAT |
India |
Manish Agarwalla |
|
| 31-Jan-2024 |
Blue Star Ltd (BUY; TP: 1,240) Q3FY24 Result: Strong growth led by festive season now eyes on summer |
India |
Manish Agarwalla |
|
| 31-Jan-2024 |
Voltas Ltd (BUY; TP: 1,101) Q3FY24 Result: Strong UCP growth but EMP dragged the performance |
India |
Manish Agarwalla |
|
| 30-Jan-2024 |
Mahindra and Mahindra Financial Services (MMFS IN): Higher than expected credit costs weighed on profit |
India |
Shubhranshu Mishra |
|
| 30-Jan-2024 |
Dr Reddys Laboratories - Powered by gRevlimid & steady growth in base biz; Maintained BUY with TP Rs 6500 |
India |
Surya Patra |
|
| 30-Jan-2024 |
PLNG -3QFY24 Earnings Update-‘Use or Pay’ charges drive a beat |
India |
Nitin Tiwari |
|
| 30-Jan-2024 |
Maharashtra Seamless Q3FY24: Positive outlook intact (Maintain Buy) |
India |
Vikash Singh |
|
| 30-Jan-2024 |
Mahindra Logistics 3QFY24 Update - Short term impact of acquisition Maintain BUY |
India |
Vikram Suryavanshi |
|
| 30-Jan-2024 |
KPIT Tech 3QFY24 - Strong Performance & TCV; Outlook Remains Positive; Upgrade to BUY |
India |
Karan Uppal |
|
| 30-Jan-2024 |
Cholamandalam Investment and Finance (CIFC IN): Loan growth has strong tailwinds |
India |
Shubhranshu Mishra |
|
| 30-Jan-2024 |
Bajaj Finance (BAF IN): Mixed quarter, loan growth/customer acquisition unabated |
India |
Shubhranshu Mishra |
|
| 30-Jan-2024 |
GAIL -3QFY24 Earnings Update- Transmission & trading strong; petchem recovers |
India |
Nitin Tiwari |
|
| 29-Jan-2024 |
GLOBAL TECHNICAL ROUNDUP : PHILLIP TECHNICALS (JANUARY 2024) |
India |
Subodh Gupta |
|
| 29-Jan-2024 |
ITC Ltd (ITC IN) 3QFY24: Result Update - Weak operating performance | MAintain BUY with TP of Rs. 510 |
India |
Vishal Gutka |
|
| 29-Jan-2024 |
Marico Ltd (MRCO IN): 3QFY24 Result Update - Growth outlook for core categories continues to remain subdued | Maintain NEUTRAL with TP of Rs. 560/ |
India |
Vishal Gutka |
|
| 29-Jan-2024 |
APL Apollo Tubes Q3FY24: Short term setback; Strong volume growth story intact (Maintain Buy) |
India |
Vikash Singh |
|
| 29-Jan-2024 |
Shriram Finance Ltd (SHFL IN): 2H to see strong growth, FY25 to follow suit |
India |
Shubhranshu Mishra |
|
| 28-Jan-2024 |
Mangalam Cement (MGC IN): Maintain BUY - PO Rs950 |
India |
Vaibhav Agarwal |
|
| 28-Jan-2024 |
Sanghi Industries (SNGI IN) - Maintain Buy - PO Rs155 |
India |
Vaibhav Agarwal |
|
| 28-Jan-2024 |
Ceat Ltd (CEAT IN) : Slower revenue growth to limit margin expansion - NEUTRAL (Maintained) |
India |
Saksham Kaushal |
|
| 28-Jan-2024 |
Cipla Ltd - Drug launch delays & concentration risk are worrisome; Re-iterate SELL with TP Rs 1150 |
India |
Surya Patra |
|
| 28-Jan-2024 |
Equitas SFB (EQUITASB IN) - In line performance, delay in collection impacts NPA |
India |
Manish Agarwalla |
|
| 27-Jan-2024 |
ACC Ltd (ACC IN): Maintain BUY - PO Rs3,600 |
India |
Vaibhav Agarwal |
|
| 27-Jan-2024 |
Dalmia Bharat (DALBHARA IN): Maintain BUY - PO Rs2,900 |
India |
Vaibhav Agarwal |
|
| 27-Jan-2024 |
Balkrishna Industries Ltd (BIL IN) : Near to mid-term margins under risk - NEUTRAL (Maintained) |
India |
Saksham Kaushal |
|
| 27-Jan-2024 |
Retail Sector: Innerwear exhibition visit - Key takeaways |
India |
Ankit Kedia |
|
| 26-Jan-2024 |
Concor 3QFY24 Update : Operational recovery Maintain BUY |
India |
Vikram Suryavanshi |
|
| 26-Jan-2024 |
Cyient 3QFY24 - Decent results; Portfolio volatility persists - Maintain NEUTRAL (Maintain) |
India |
Karan Uppal |
|
| 26-Jan-2024 |
IGL -3QFY24 Earnings Update- Margin compression due to lower APM availability |
India |
Nitin Tiwari |
|
| 25-Jan-2024 |
JSW Steel Q3FY24: Set for Industry best volume growth (Maintain Buy) |
India |
Vikash Singh |
|
| 25-Jan-2024 |
Tata Steel Q3FY24: India business to drive earnings; Europe losses bottomed out (Maintain Buy) |
India |
Vikash Singh |
|
| 25-Jan-2024 |
Logistics Sector update : Ports in India - focus on technology and ESG |
India |
Vikram Suryavanshi |
|
| 24-Jan-2024 |
KEI Industries Ltd (BUY; TP: Rs 3,823) Q3FY24 Result: In-line performance; positive outlook with capex on cards |
India |
Manish Agarwalla |
|
| 24-Jan-2024 |
Havells India Ltd (BUY; TP: 1509) Q3FY24 Results: Weak consumer sentiment dragged Q3, expect strong season |
India |
Manish Agarwalla |
|
| 24-Jan-2024 |
Bajaj Auto (BJAUT IN) : Triumph and e-2W production set to ramp up meaningfully - BUY (Maintained) |
India |
Saksham Kaushal |
|
| 24-Jan-2024 |
TVS Motor (TVSL IN) : Downgrade on rich valuation and increasing competition - NEUTRAL (Downgrade) |
India |
Saksham Kaushal |
|
| 24-Jan-2024 |
Tech Mahindra 3QFY24 - Concerns on growth remain; Maintain Sell |
India |
Karan Uppal |
|
| 24-Jan-2024 |
MAHGL -3QFY24 Earnings Update- Gas sales rises; but margins moderate |
India |
Nitin Tiwari |
|
| 24-Jan-2024 |
Indian Bank (INBK IN) - Decent Performance across the parameters |
India |
Manish Agarwalla |
|
| 24-Jan-2024 |
DCB Bank (DCBB IN) - Core Performance muted |
India |
Manish Agarwalla |
|
| 24-Jan-2024 |
JK Cement Ltd (JKCE IN) - Maintain BUY - PO Rs5,700 |
India |
Vaibhav Agarwal |
|
| 24-Jan-2024 |
WIT (23 Jan): Weekly momentum improve |
India |
Anjali Verma |
|
| 24-Jan-2024 |
Axis Bank (AXSB IN) - Loan growth to moderate |
India |
Manish Agarwalla |
|
| 24-Jan-2024 |
REC Ltd (RECL IN) - Healthy sanctions provides strong growth visibility |
India |
Manish Agarwalla |
|
| 23-Jan-2024 |
Sona BLW PF Ltd (SONACOMS IN) : Well poised with promising new products and orderbook - BUY (Maintained) |
India |
Saksham Kaushal |
|
| 23-Jan-2024 |
Cyient DLM Ltd (BUY; TP: 808) Q3FY24 Results: Aero will continue growth, Ind and Med to catch up in FY2 |
India |
Manish Agarwalla |
|
| 22-Jan-2024 |
Coforge 3QFY24 - Decent results; Continues to execute well - Maintain BUY |
India |
Karan Uppal |
|
| 22-Jan-2024 |
VST Industries Limited (VST IN) 3QFY24 (NOT RATED) : No light at end of tunnel |
India |
Vishal Gutka |
|
| 22-Jan-2024 |
Colgate Palmolive (CLGT IN) 3QFY24: Result Update - Prioritizing profits over market development | Maintain SELL with TP of Rs. 2,000 |
India |
Vishal Gutka |
|
| 22-Jan-2024 |
ICICI Bank (ICICIBC IN) - Cost of fund impacts NIM |
India |
Manish Agarwalla |
|
| 22-Jan-2024 |
Kotak Mahindra Bank (KMB IN) - Stable NIM drive core-performance |
India |
Manish Agarwalla |
|
| 22-Jan-2024 |
Persistent Systems 3QFY24 - Strong performance and TCV; Outlook Positive; Maintain BU |
India |
Karan Uppal |
|
| 21-Jan-2024 |
UltraTech Cement (UTCEM IN): - Maintain Buy - PO Rs12,300 |
India |
Vaibhav Agarwal |
|
| 20-Jan-2024 |
Atul Ltd - Earnings deteriorated sequentially; No sign of demand recovery; Maintain SELL with TP Rs 5300 |
India |
Surya Patra |
|
| 19-Jan-2024 |
Hindustan Zinc Q3FY24: Silver may shine amid lackluster zinc LME (Maintain Neutral) |
India |
Vikash Singh |
|
| 19-Jan-2024 |
Shoppers Stop: Weakness in demand to persist; Store addition on track |
India |
Ankit Kedia |
|
| 19-Jan-2024 |
Hindustan Unilever Ltd (HUVR IN) 3QFY24: Result Update - Scale brings in own set of challenges | Downgrade to NEUTRAL with TP of Rs. 2,600 |
India |
Vishal Gutka |
|
| 19-Jan-2024 |
Jindal Stainless Q3FY24: Volumes growth story intact; Debt to start falling from FY25 (Maintain Buy) |
India |
Vikash Singh |
|
| 18-Jan-2024 |
Budget Preview: Election influence likely but fisc health to limit any largesse |
India |
Anjali Verma |
|
| 18-Jan-2024 |
ISG Q4CY23: Managed services deals remain robust; Commentary positive |
India |
Karan Uppal |
|
| 18-Jan-2024 |
Indusind Bank (IIB IN) - In line performance, retail deposit improves |
India |
Manish Agarwalla |
|
| 17-Jan-2024 |
WIT (16 Jan): Macros continue to be positiv |
India |
Anjali Verma |
|
| 17-Jan-2024 |
Asian Paints (APNT IN) 3QFY24: Result Update - Make the hay while the sun shines | Maintain NEUTRAL rating with TP of Rs. 3,200 |
India |
Vishal Gutka |
|
| 17-Jan-2024 |
Jindal SAW Q3FY24: Strong performance to continue; Debt reduction will drive re-rating (Maintain Buy) |
India |
Vikash Singh |
|
| 17-Jan-2024 |
LTIMindtree 3QFY24 - Modest Results; Robust TCVs provide growth visibility - Maintain BUY |
India |
Karan Uppal |
|
| 16-Jan-2024 |
HDFC Bank (HDFCB IN) - Deposit mobilization a challenge |
India |
Manish Agarwalla |
|
| 16-Jan-2024 |
L&T Technology Services 3QFY24 - Modest Performance; Positive Commentary; Valuations Expensive - Neutral Maintain |
India |
Karan Uppal |
|
| 15-Jan-2024 |
Energy Sector -Natural gas to stay relevant in energy transition - Jan 2024 |
India |
Nitin Tiwari |
|
| 15-Jan-2024 |
Financial Landscape - Growth Outlook will be crucial in Q3 commentary |
India |
Manish Agarwalla |
|
| 14-Jan-2024 |
Avenue Supermarts: Moderate store opening dampen near-term performance |
India |
Ankit Kedia |
|
| 13-Jan-2024 |
HCL Tech 3QFY24 - Strong Results; Outlook Positive; Upgrade to BUY |
India |
Karan Uppal |
|
| 13-Jan-2024 |
Wipro 3QFY24 - Decent Results; Muted Guidance; Valuations inexpensive - Neutral Maintain |
India |
Karan Uppal |
|
| 12-Jan-2024 |
CPI, IIP : Inflation steady, but elevated; IIP slowed |
India |
Anjali Verma |
|
| 12-Jan-2024 |
Infosys 3QFY24 - Decent Results; Risk Reward favorable; Upgrade to BUY |
India |
Karan Uppal |
|
| 11-Jan-2024 |
TCS 3QFY24 - Strong growth and margins performance; Optimistic Commentary; Maintain BUY |
India |
Karan Uppal |
|
| 09-Jan-2024 |
Cement – Q3FY24 Preview: Positive surprise not ruled out |
India |
Vaibhav Agarwal |
|
| 08-Jan-2024 |
Consumer & Retail 3QFY24: Result Preview - Elongated road to rural recovery |
India |
Vishal Gutka |
|
| 08-Jan-2024 |
Financial Landscape - 3QFY24: Outlook will be crucial |
India |
Manish Agarwalla |
|
| 08-Jan-2024 |
Jyothy Laboratories (JYL IN) - NOT RATED : Company Update - Household insecticides – is a bounce back around the corner? |
India |
Vishal Gutka |
|
| 08-Jan-2024 |
Agriculture Inputs Q3 FY24 Preview - Jan 2024 |
India |
Harmish Desai |
|
| 08-Jan-2024 |
Q3FY24 Earnings Preview: Earnings growth to remain strong; margins stable to positive |
India |
Anjali Verma |
|
| 08-Jan-2024 |
Strategy: Actual changes in SEBI Classification in Jan 24 |
India |
Anjali Verma |
|
| 07-Jan-2024 |
Metals 3QFY24 Results Preview: Margins under pressure for ferrous; Non-Ferrous to perform better |
India |
Vikash Singh |
|
| 06-Jan-2024 |
Financials Q4FY24 Preview - Moderate earnings, outlook key |
India |
Manish Agarwalla |
|
| 05-Jan-2024 |
Specialty Chemicals: Q3FY24 Preview: Weak demand continues; Prices stabilised |
India |
Surya Patra |
|
| 04-Jan-2024 |
Pharmaceuticals - Q3FY24 Preview: US growth supportive; Key Ideas - Positive: ARBP, SUNP / Negative: CIPLA, BIOS |
India |
Surya Patra |
|
| 04-Jan-2024 |
IT Services Preview Q3FY24 - Soft quarter impacted by seasonalit |
India |
Karan Uppal |
|
| 04-Jan-2024 |
Pharmaceuticals - Q3FY24 Preview: US growth supportive; Key Ideas - Positive: ARBP, SUNP / Negative: CIPLA, BIOS |
India |
Surya Patra |
|
| 03-Jan-2024 |
Model portfolio - Remain diversified across sectors as equities scale newer high |
India |
Anjali Verma |
|
| 03-Jan-2024 |
WIT (2 Jan): Mixed signals in HFI |
India |
Anjali Verma |
|
| 02-Jan-2024 |
Macro & Strategy (Monthly): PCI Index rebounds; equities at all-time high |
India |
Anjali Verma |
|
| 02-Jan-2024 |
Indian Renewable Energy Development Agency |
India |
Manish Agarwalla |
|
| 31-Dec-2023 |
Street unduly cautious on growth of unsecured lending |
India |
Shubhranshu Mishra |
|
| 29-Dec-2023 |
JK Cement Ltd (JKCE IN) : Panna – central India – plant visit takeaways |
India |
Vaibhav Agarwal |
|
| 29-Dec-2023 |
Fiscal deficit- Deficit tamed at 51% of BE; core sector growth decent |
India |
Anjali Verma |
|
| 28-Dec-2023 |
CVs: key enabler in India’s growth - What a difference a Road makes! (Dec 2023) |
India |
Saksham Kaushal |
|
| 27-Dec-2023 |
Godrej Consumer Products (GCPL IN): Company Update - Poised for sustainable double-digit growth | High Conviction BUY with Revised TP of Rs. 1,350/- |
India |
Vishal Gutka |
|
| 27-Dec-2023 |
WIT (26 Dec): HFIs continue to indicate robust activity |
India |
Anjali Verma |
|
| 26-Dec-2023 |
Financial Landscape - RBI clampdown on evergreening of loan |
India |
Manish Agarwalla |
|
| 21-Dec-2023 |
Siemens India (SIEM IN): Fairly priced (Maintain Neutral) |
India |
Manish Agarwalla |
|
| 20-Dec-2023 |
WIT (19 Dec): Robust macros and equities – India growth story playing out |
India |
Anjali Verma |
|
| 19-Dec-2023 |
Accenture Q1FY24 Results Update - In line results; Strong bookings; Balanced commentary |
India |
Karan Uppal |
|
| 18-Dec-2023 |
Financial Landscape - Regulatory constraints squeezing insurance valuation |
India |
Manish Agarwalla |
|
| 15-Dec-2023 |
COP28: Phasing of fossil fuel CONSIDERED; funding/RE in focus |
India |
Anjali Verma |
|
| 15-Dec-2023 |
Jyothy Laboratories (JYL IN): Company Update (NOT RATED) - Margo Magic: Decoding the success of personal care |
India |
Vishal Gutka |
|
| 14-Dec-2023 |
LTIMindtree - Seamless merger; well-placed to capture growth recovery - Maintain BUY |
India |
Karan Uppal |
|
| 12-Dec-2023 |
WIT (12 Dec): Decent indicators; Fed expected to maintain status quo |
India |
Anjali Verma |
|
| 12-Dec-2023 |
CPI, IIP : Inflation rose to a 3-month high; IIP strong |
India |
Anjali Verma |
|
| 12-Dec-2023 |
ITC Ltd (ITC IN): Company Update - Analyst meet takeaways | Maintain BUY with TP of Rs 525 (25x FY26 EPS ) |
India |
Vishal Gutka |
|
| 12-Dec-2023 |
PTC Industries Ltd (PTCIL IN)- Company Update: Heart of titanium: A niche play in metallurgy (Not Rated) |
India |
Umesh Raut |
|
| 12-Dec-2023 |
ESG - COP28 - Day 12 Key Takeaways - 12-12-2023 |
India |
Anjali Verma |
|
| 11-Dec-2023 |
MF Tracker (Nov) - Strong equity net flows; buying in healthcare; continued selling in financials |
India |
Anjali Verma |
|
| 11-Dec-2023 |
Financial Landscape - Flow business remains resilient |
India |
Manish Agarwalla |
|
| 11-Dec-2023 |
ESG - COP28 - Day 11 Key Takeaways - 12-11-2023 |
India |
Anjali Verma |
|
| 09-Dec-2023 |
Cyient - Analyst Meet Takeaways - Focused on consistent performance through balanced portfolio |
India |
Karan Uppal |
|
| 08-Dec-2023 |
Monetary Policy: Rates and policy stance – in line |
India |
Anjali Verma |
|
| 08-Dec-2023 |
ESG - COP28 - Day 8 Key Takeaways - 12-08-2023 |
India |
Anjali Verma |
|
| 07-Dec-2023 |
ESG - COP28 - Day 7 Key Takeaways - 12-07-2023 |
India |
Anjali Verma |
|
| 06-Dec-2023 |
ESG - COP28 - Day 6 Key Takeaways - 12-06-2023 |
India |
Anjali Verma |
|
| 06-Dec-2023 |
WIT (5 Dec): Resilient economy; RBI expected to maintain status quo |
India |
Anjali Verma |
|
| 05-Dec-2023 |
ESG - COP28 - Day 5 Key Takeaways - 12-05-2023 |
India |
Anjali Verma |
|
| 04-Dec-2023 |
Financial Landscape - Positive on select NBFCs |
India |
Manish Agarwalla |
|
| 03-Dec-2023 |
Landslide victory in states, Huge positive narrative for union elections, Equity rally to gain pace |
India |
Anjali Verma |
|
| 01-Dec-2023 |
Macro & Strategy (Monthly): PCI Index dips; macro indicators robust |
India |
Anjali Verma |
|
| 01-Dec-2023 |
UltraTech Cement (UTCEM IN) - Acquires Kesoram – would benefit whole of South - Maintain Buy (PO: Rs10,500): |
India |
Vaibhav Agarwal |
|
| 01-Dec-2023 |
Hindustan Aeronautics - Company Update: Onward and Upward (Upgrade to BUY) |
India |
Umesh Raut |
|
| 30-Nov-2023 |
Q2FY24 GDP : Fairly strong, led by industry and investment – reinforcing our stance |
India |
Anjali Verma |
|
| 30-Nov-2023 |
Fiscal deficit- Deficit controlled at 45% of BE; core sector growth strong |
India |
Anjali Verma |
|
| 28-Nov-2023 |
Financial Landscape - Banks recalibrating retail growth |
India |
Manish Agarwalla |
|
| 23-Nov-2023 |
Metals Monthly Wrap: November 2023 |
India |
Vikash Singh |
|
| 23-Nov-2023 |
Axis Bank (AXSB IN) - GPS strategy progressing well |
India |
Manish Agarwalla |
|
| 22-Nov-2023 |
Corporate Cost Structure: Lower cost to aid margins for one more quarter |
India |
Anjali Verma |
|
| 22-Nov-2023 |
WIT (21 Nov): Festive season fared wel |
India |
Anjali Verma |
|
| 21-Nov-2023 |
Tata Technologies IPO Note - Riding on the strong automotive ER&D wav |
India |
Karan Uppal |
|
| 21-Nov-2023 |
India Growth Model: Comprehensive, loaded with positives; China+1 – just a cliché |
India |
Anjali Verma |
|
| 20-Nov-2023 |
Financial Landscape - Regulator turns cautious on consumer loan |
India |
Manish Agarwalla |
|
| 20-Nov-2023 |
The ‘order-book-keeper’ for 2QFY24 – Support from diversification |
India |
Vikram Suryavanshi |
|
| 17-Nov-2023 |
NMDC Q2FY24: Stage set for strong volume growth (Maintain Buy) |
India |
Vikash Singh |
|
| 16-Nov-2023 |
Retail: Q2FY24 review |
India |
Ankit Kedia |
|
| 16-Nov-2023 |
KDDL 2QFY24 Update - Maintain Neutral |
India |
Vikram Suryavanshi |
|
| 16-Nov-2023 |
RBI Increases Risk Weight - Booming consumer credit – Regulator turns cautious |
India |
Manish Agarwalla |
|
| 15-Nov-2023 |
Bajaj Finance (BAF IN): Not much material impact due to ban |
India |
Shubhranshu Mishra |
|
| 15-Nov-2023 |
KNR Construction 2QFY24 Update - Maintain Neutral |
India |
Vikram Suryavanshi |
|
| 15-Nov-2023 |
Ahluwalia Contracts 2QFY24 Update - Maintain Neutral |
India |
Vikram Suryavanshi |
|
| 15-Nov-2023 |
Allcargo Logistics 2QFY24 Update - Maintain Neutral |
India |
Vikram Suryavanshi |
|
| 15-Nov-2023 |
Q2FY24 Earnings Review: Strong earnings growth momentum continued |
India |
Anjali Verma |
|
| 15-Nov-2023 |
WIT (14 Nov): Diwali holidays slowed industrial indicators |
India |
Anjali Verma |
|
| 15-Nov-2023 |
IPCA Laboratories - Unichem integration dilutes earnings despite synergies; Re-iterate SELL with TP Rs 790 |
India |
Surya Patra |
|
| 13-Nov-2023 |
Manappuram Finance (MGFL IN): We expect AUM and profit to be range-bound in 2HFY24 |
India |
Shubhranshu Mishra |
|
| 13-Nov-2023 |
Financial Landscape - Real interest rate improves further |
India |
Manish Agarwalla |
|
| 13-Nov-2023 |
CPI Inflation: Moderated to four-month low; further dip in core |
India |
Anjali Verma |
|
| 13-Nov-2023 |
G R Infraprojects 2QFY24 Update - Growth concerns continue Maintain Neutral |
India |
Vikram Suryavanshi |
|
| 13-Nov-2023 |
MF Tracker (Oct) - Strong equity net flows; buying in building materials; selling in financials |
India |
Anjali Verma |
|
| 13-Nov-2023 |
Repco Home Finance (REPCO IN): Can expect growth uptick in 2H |
India |
Shubhranshu Mishra |
|
| 13-Nov-2023 |
ABFRL: Net Debt to remain elevated for next 18-24 months |
India |
Ankit Kedia |
|
| 11-Nov-2023 |
Pennar Industries 2QFY24 Update - Maintain BUY |
India |
Vikram Suryavanshi |
|
| 11-Nov-2023 |
Vinati Organics Ltd - Concern of moderating margins remain intact; Maintain Neutral with lowered TP of Rs 1750 |
India |
Surya Patra |
|
| 11-Nov-2023 |
Mahindra & Mahindra (MM IN) : UV demand remains strong, path to EV is on track - BUY (Maintained) |
India |
Saksham Kaushal |
|
| 11-Nov-2023 |
Ashok Leyland (AL IN) : CV cycle to continue into FY25 on strong macros - BUY (Maintained) |
India |
Saksham Kaushal |
|
| 11-Nov-2023 |
Eicher Motors (EIM IN) : Competition ramping up; global business faces a slowdown - NEUTRAL (Maintained) |
India |
Saksham Kaushal |
|
| 10-Nov-2023 |
Gateway Distriparks 2QFY24 Update : Expanding reach Maintain BUY |
India |
Vikram Suryavanshi |
|
| 10-Nov-2023 |
Gateway Distriparks 2QFY24 Update : Expanding reach Maintain BUY |
India |
Vikram Suryavanshi |
|
| 10-Nov-2023 |
NCC Ltd 2QFY24 Update : Strong execution - Maintain BUY |
India |
Vikram Suryavanshi |
|
| 10-Nov-2023 |
Hindalco Q2FY24: Improving profitability in a steady manner (Maintain Buy) |
India |
Vikash Singh |
|
| 10-Nov-2023 |
VRL Logistics 2QFY24 update - Maintain BUY |
India |
Vikram Suryavanshi |
|
| 10-Nov-2023 |
SAIL Q2FY24: Railway provision lifted EBITDA; volume growth to drive earnings (Maintain Buy |
India |
Vikash Singh |
|
| 10-Nov-2023 |
Aurobindo Pharma - Foresee a qualitative upgrade in its business model; Upgrade to BUY with TP Rs 1100: |
India |
Surya Patra |
|
| 10-Nov-2023 |
Star Cement (STRCEM IN) - Maintain Neutral (PO Rs180) |
India |
Vaibhav Agarwal |
|
| 10-Nov-2023 |
HeidelbergCement India Ltd - Maintain BUY - PO Rs220 |
India |
Vaibhav Agarwal |
|
| 10-Nov-2023 |
NALCO Q2FY24: Power costs dragged performance; positive outlook intact (Maintain buy) |
India |
Vikash Singh |
|
| 10-Nov-2023 |
Page Industries: Pressure on volume growth to sustain in near term |
India |
Ankit Kedia |
|
| 10-Nov-2023 |
Adani Ports & SEZ 2QFY24 Update - Improvement in operating performance Maintain BUY |
India |
Vikram Suryavanshi |
|
| 10-Nov-2023 |
Muthoot Finance (MUTH IN): Pick-up in gold loan growth, driven by higher productivity |
India |
Shubhranshu Mishra |
|
| 09-Nov-2023 |
Bata India: Tepid growth to impact near-term performance |
India |
Ankit Kedia |
|
| 09-Nov-2023 |
Indo Count Industries 2QFY24 Results update - Creating leadership position Maintain BUY |
India |
Vikram Suryavanshi |
|
| 09-Nov-2023 |
Endurance Technologies (ENDU IN) : Revenues from business wins to peak in FY25 and FY26 - BUY (Maintained) |
India |
Saksham Kaushal |
|
| 09-Nov-2023 |
Bajaj Consumer Care (BAJAJCON IN) 2QFY24 Result Update: Reasonable valuation provides margin of safety ; Maintain BUY with Revised TP of Rs. 275/ |
India |
Vishal Gutka |
|
| 09-Nov-2023 |
PI Industries Q2FY24 - Nov 2023 |
India |
Harmish Desai |
|
| 09-Nov-2023 |
ABB India Q3CY23: Growth spree continues; outperformance on all counts (Maintain Neutral) |
India |
Umesh Raut |
|
| 09-Nov-2023 |
Welspun Corp 2QFY24: Good set of numbers; Positive outlook maintained (Maintain Buy) |
India |
Vikash Singh |
|
| 09-Nov-2023 |
Shree Cement (SRCM IN) - Downgrade to Neutral: PO Rs28,000 |
India |
Vaibhav Agarwal |
|
| 08-Nov-2023 |
Mangalam Cement (MGC IN): - Maintain BUY - PORs580 |
India |
Vaibhav Agarwal |
|
| 08-Nov-2023 |
JK Lakshmi Cement (JKLC IN) - Maintain BUY - PO Rs1,000 |
India |
Vaibhav Agarwal |
|
| 08-Nov-2023 |
WIT (07 Nov): Macros stable |
India |
Anjali Verma |
|
| 08-Nov-2023 |
JK Cement Ltd (JKCE IN) - Maintain BUY - PO Rs4,500 |
India |
Vaibhav Agarwal |
|
| 08-Nov-2023 |
Power Finance Corporation (POWF IN) - PAT above expectation, Loan growth improves |
India |
Manish Agarwalla |
|
| 08-Nov-2023 |
Apollo Tyres (APTY IN) : RM headwinds on the horizon, while Europe yet to recover - NEUTRAL (Maintained) |
India |
Saksham Kaushal |
|
| 08-Nov-2023 |
HG Infra 2QFY24 Update - Stable margins; Story intact Maintain BUY |
India |
Vikram Suryavanshi |
|
| 08-Nov-2023 |
Cummins India Q2FY24: Mix refinement drives earnings growth (Maintain NEUTRAL) |
India |
Umesh Raut |
|
| 08-Nov-2023 |
GE T&D India Q2FY24: Stars aligning (Maintain BUY) |
India |
Umesh Raut |
|
| 08-Nov-2023 |
Trent: In a league of its own |
India |
Ankit Kedia |
|
| 08-Nov-2023 |
Zydus Lifesciences Ltd - Robust core operating performance led to raise margin guidance; BUY with raised TP Rs 750 |
India |
Surya Patra |
|
| 08-Nov-2023 |
Camlin Fine Sciences - Benefits of full operational integration seems deferred; BUY with lowered TP Rs 170 |
India |
Surya Patra |
|
| 08-Nov-2023 |
V-Mart Retail: Delay in festive season, price cuts impacts profitability |
India |
Ankit Kedia |
|
| 07-Nov-2023 |
Divis Laboratories - Q2 Margin miss despite strong custom synthesis sales concerns us; Maintain NEUTRAL with TP Rs 3100 |
India |
Surya Patra |
|
| 07-Nov-2023 |
Devyani International Ltd (DEVYANI IN) 2QFY24 Result Update: Negative operating leverage weighs on margins ; Maintain NEUTRAL with TP of Rs. 190/ |
India |
Vishal Gutka |
|
| 06-Nov-2023 |
Financial Landscape - Margin outlook getting weak |
India |
Manish Agarwalla |
|
| 06-Nov-2023 |
Bharat Forge (BHFC IN) : Bharat Forge (BHFC IN) - BUY (Maintained) |
India |
Saksham Kaushal |
|
| 06-Nov-2023 |
Emami (HMN IN) 2QFY24: Result Update - Muted Top-line, Margin surprised; All eyes on Winter Portfolio ; Maintain NEUTRAL rating with Revised TP of Rs. 500/ |
India |
Vishal Gutka |
|
| 06-Nov-2023 |
Thermax Q2FY24: Upbeat on prospects, but valuations cap upside (Downgrade to NEUTRAL) |
India |
Umesh Raut |
|
| 06-Nov-2023 |
Aarti Industries - Operating performance bottomed-out; Maintain NEUTRAL with raised TP of Rs 530 |
India |
Surya Patra |
|
| 06-Nov-2023 |
Data Patterns India Q2FY24: Margin aiding profitability (Maintain NEUTRAL) |
India |
Umesh Raut |
|
| 06-Nov-2023 |
Model portfolio - Diversified across sectors/ Mcap amidst range bound markets |
India |
Anjali Verma |
|
| 06-Nov-2023 |
Chambal Fertilisers Q2FY24 - Nov 2023 |
India |
Harmish Desai |
|
| 05-Nov-2023 |
Cholamandalam Finance (CIFC IN): Fintech partnership sourcing to be streamlined |
India |
Shubhranshu Mishra |
|
| 05-Nov-2023 |
Deepak Fertiliser Q2FY24 - Nov 2023 |
India |
Harmish Desai |
|
| 05-Nov-2023 |
Deepak Fertiliser Q2FY24 - Nov 2023 |
India |
Harmish Desai |
|
| 05-Nov-2023 |
Escorts Kubota Ltd (ESC IN) : Decent quarter, concerns on tractor growth remain - NEUTRAL (Maintain) |
India |
Vishal Gutka |
|
| 05-Nov-2023 |
Titan Company (TTAN IN) 2QFY24 Result Update: Surprised operating margin; All eyes on Festive Season ; Maintain NEUTRAL rating with Revised TP of Rs. 3,450/ |
India |
Vishal Gutka |
|
| 05-Nov-2023 |
Bank of Baroda (BOB IN) - Strong recovery drives PAT |
India |
Manish Agarwalla |
|
| 05-Nov-2023 |
Vedanta Q2FY24: One off propelled operating performance; Outlook improving (Maintain Buy) |
India |
Vikash Singh |
|
| 04-Nov-2023 |
State Bank of India (SBIN IN) - High wage provision drags operating performance |
India |
Manish Agarwalla |
|
| 03-Nov-2023 |
Container Corporation 2QFY24 Update - Operational recovery Maintain BUY |
India |
Vikram Suryavanshi |
|
| 03-Nov-2023 |
Aegis Logistics 2QFY24 Update - Capex to drive growth Upgrade to Neutral |
India |
Vikram Suryavanshi |
|
| 03-Nov-2023 |
Solar Industries India Q2FY24: Margin expansion stands out; Upbeat outlook (Maintain BUY) |
India |
Umesh Raut |
|
| 03-Nov-2023 |
Kalpataru Projects International Q2FY24: Outlook promising despite Q2 aberration (Maintain BUY) |
India |
Umesh Raut |
|
| 03-Nov-2023 |
Ratnamani Metals & Tubes Q2FY24: Improving product mix and good volume growth to drive earnings (Maintain BUY |
India |
Vikash Singh |
|
| 03-Nov-2023 |
Macro & Strategy (Monthly): PCI Index witness second month of soft contraction |
India |
Anjali Verma |
|
| 03-Nov-2023 |
LIC housing Finance (LICHF IN): Credit cost to normalise in 2HFY24 |
India |
Shubhranshu Mishra |
|
| 02-Nov-2023 |
The India Cements Ltd (ICEM IN) - Maintain Neutral - PO Rs220 |
India |
Vaibhav Agarwal |
|
| 02-Nov-2023 |
Tata Motors (TTMT IN) : JLR production to ramp up in H2FY24 - BUY (Maintained) |
India |
Saksham Kaushal |
|
| 02-Nov-2023 |
Tata Steel Q2FY24: Europe dragged performance; India business to drive earnings (Maintain Buy) |
India |
Vikash Singh |
|
| 02-Nov-2023 |
Hero MotoCorp (HMCL IN) : Poised for volume recovery as new launches ramp up - BUY (Maintained) |
India |
Saksham Kaushal |
|
| 02-Nov-2023 |
Maharashtra Seamless Q2FY24: Turing into a cash flow story; volume growth to come in FY26 (Maintain Buy) |
India |
Vikash Singh |
|
| 02-Nov-2023 |
Dabur India (DABUR IN) 2QFY24 Result Update: In-line with our estimates; Operating margin outlook remains intact | Maintain NEUTRAL with TP of Rs 575/ |
India |
Vishal Gutka |
|
| 02-Nov-2023 |
Sapphire Foods India Ltd (SAPPHIRE IN) 2QFY24 Result Update: Risk reward favorable ; Maintain BUY with TP of Rs. 1,600/ |
India |
Vishal Gutka |
|
| 02-Nov-2023 |
KEC International Q2FY24: Balance sheet discipline holds the key (Maintain Neutral) |
India |
Umesh Raut |
|
| 02-Nov-2023 |
Ambuja Cements (ACEM IN) - Maintain BUY - PO Rs550 |
India |
Vaibhav Agarwal |
|
| 02-Nov-2023 |
Britannia Industries (BRIT IN) 2QFY24 Result Update: Looking beyond weak operating profit growth in 2HFY24 ; Maintain BUY with TP of Rs. 5,300/ |
India |
Vishal Gutka |
|
| 02-Nov-2023 |
REC Ltd (RECL IN) - Health sanctions provides strong growth visibility |
India |
Manish Agarwalla |
|
| 02-Nov-2023 |
Sun Pharma - Core operating performance remains strong; Maintain BUY with the pre-fixed TP of Rs 1250 |
India |
Surya Patra |
|
| 01-Nov-2023 |
PNC Infratech 2QFY24 Update - Asset monetization to support growth Maintain BUY |
India |
Vikram Suryavanshi |
|
| 01-Nov-2023 |
Godrej Consumer Products (GCPL IN) 2QFY24 Result Update: Keeping the faith alive ; Maintain BUY with TP of Rs. 1,075/ |
India |
Vishal Gutka |
|
| 01-Nov-2023 |
Praj Industries 2QFY24 Update - Building sustainable business drivers Maintain BUY |
India |
Vikram Suryavanshi |
|
| 01-Nov-2023 |
Thangamayil Jewellery (TJL IN) 2QFY24 Result Update: Hidden jewel in the crown ; Maintain BUY with TP of Rs. 1,600/ |
India |
Vishal Gutka |
|
| 01-Nov-2023 |
Tata Consumer Products Ltd (TATACONS IN) 2QFY24 Result Update: |
India |
Vishal Gutka |
|
| 01-Nov-2023 |
WIT (01 Nov): HFIs retain strength |
India |
Anjali Verma |
|
| 01-Nov-2023 |
TCI Ltd 2QFY24 Update - Leveraging multimodal capabilities Maintain BUY |
India |
Vikram Suryavanshi |
|
| 31-Oct-2023 |
Fiscal deficit- Fisc supported by robust tax collections; core sector growth decen |
India |
Anjali Verma |
|
| 31-Oct-2023 |
KPIT Technologies 2QFY24 - Strong Performance & TCV; Outlook Positive; But all’s priced in- Maintain Neutral |
India |
Karan Uppal |
|
| 31-Oct-2023 |
DCB Bank (DCBB IN) - Muted Performanc |
India |
Manish Agarwalla |
|
| 31-Oct-2023 |
Larsen & Toubro Q2FY24: Order accretion & execution pace continue to impress (Maintain BUY |
India |
Umesh Raut |
|
| 31-Oct-2023 |
Jindal Steel & Power Q2FY24: Expansion delayed; Near term positives factored in (Maintain Neutral) |
India |
Vikash Singh |
|
| 31-Oct-2023 |
Financial Landscape - Deposit re-pricing hurting margin |
India |
Manish Agarwalla |
|
| 31-Oct-2023 |
Gillette India Ltd (GILL IN) 1QFY24 (NOT RATED) Result Update: Higher A&P spends, moderation in grooming segment growth drags operating performance |
India |
Vishal Gutka |
|
| 31-Oct-2023 |
Bharat Electronics Q2FY24: Outperformance to continue amid strong inflow (Maintain BUY) |
India |
Umesh Raut |
|
| 31-Oct-2023 |
Financial Landscape - Deposit re-pricing hurting margin |
India |
Manish Agarwalla |
|
| 31-Oct-2023 |
UPL Q2FY24 - Oct 2023 |
India |
Harmish Desai |
|
| 31-Oct-2023 |
SRF Ltd - Hurt by temporary challenges; Structural growth outlook intact; Maintain BUY with lowered TP Rs 2570 |
India |
Surya Patra |
|
| 30-Oct-2023 |
P&G Hygiene and Healthcare Ltd (PG IN) 1QFY24 (NOT RATED): Result Update - Steady operating performance |
India |
Vishal Gutka |
|
| 30-Oct-2023 |
Marico Ltd (MRCO IN) 2QFY24 Result Update: 2HFY24 outlook improving, but rich valuations do not leave much on table; Maintain NEUTRAL rating with TP of Rs. 550/ |
India |
Vishal Gutka |
|
| 30-Oct-2023 |
APL Apollo Tubes Q2DY24: Best performance so far; should get better (Maintain Buy |
India |
Vikash Singh |
|
| 30-Oct-2023 |
TVS Motor (TVSL IN) : Margins continue to expand despite drag from EV - BUY (Maintained) |
India |
Saksham Kaushal |
|
| 30-Oct-2023 |
Cipla - Strong Q2 but visible triggers priced-in; Maintain NEUTRAl with Pre-fixed TP of Rs 1070 |
India |
Surya Patra |
|
| 30-Oct-2023 |
Mahindra and Mahindra Financial services (MMFS IN): Higher than expected credit costs weighed on profit |
India |
Shubhranshu Mishra |
|
| 29-Oct-2023 |
Coromandel International Q2FY24 - Oct 2023 |
India |
Harmish Desai |
|
| 29-Oct-2023 |
Dr Reddys Laboratories - Powered by gRevlimid benefits & steady growth in base biz; Maintain BUY with TP Rs 6200 |
India |
Surya Patra |
|
| 29-Oct-2023 |
Maruti Suzuki (MSIL IN) : ASP and operating leverage to drive margins - BUY (Maintained |
India |
Saksham Kaushal |
|
| 27-Oct-2023 |
ACC Ltd - Maintain Buy (PO Rs2,300) |
India |
Vaibhav Agarwal |
|
| 27-Oct-2023 |
Jindal SAW Q4FY24: Best performance ever; Positive outlook intact |
India |
Vikash Singh |
|
| 27-Oct-2023 |
RateGain Travel Tech 2QFY24 - Strong operating performance; Thesis playing out well - Maintain BUY |
India |
Karan Uppal |
|
| 27-Oct-2023 |
Retail - Travel diaries |
India |
Ankit Kedia |
|
| 26-Oct-2023 |
Shriram Finance Ltd (SHFL IN): Strong growth in 1H, 2H to follow suit |
India |
Shubhranshu Mishra |
|
| 26-Oct-2023 |
Indian Bank (INBK IN) - Strong Performance across the parameters |
India |
Manish Agarwalla |
|
| 26-Oct-2023 |
Asian Paints (APNT IN) 2QFY24 Result Update: The calm before the storm ; Maintain NEUTRAL with TP of Rs. 3,000/- |
India |
Vishal Gutka |
|
| 26-Oct-2023 |
Colgate Palmolive (CLGT IN) 2QFY24 Result Update: Prioritizing profits over market development ; Maintain SELL with TP of Rs. 1,550/ |
India |
Vishal Gutka |
|
| 26-Oct-2023 |
Westlife Foodworld Ltd (WLDL IN) 2QFY23 Result Update: Demand trends to remain sluggish ; Maintain BUY with TP of Rs, 1,015/ |
India |
Vishal Gutka |
|
| 26-Oct-2023 |
Mahindra Logistics 2QFY24 Update - Short term impact of acquisition Maintain BUY |
India |
Vikram Suryavanshi |
|
| 26-Oct-2023 |
Tech Mahindra 2QFY24 - Weak performance; Concerns on growth remain - Maintain SELL |
India |
Karan Uppal |
|
| 25-Oct-2023 |
WIT (24 Oct): Strong festive led pick-up in consumption |
India |
Anjali Verma |
|
| 25-Oct-2023 |
Axis Bank (AXSB IN) - Working towards sustainability |
India |
Manish Agarwalla |
|
| 25-Oct-2023 |
Sona BLW PF Ltd (SONACOMS IN) : Strong order book supports medium term visibility - BUY (Maintained) |
India |
Saksham Kaushal |
|
| 25-Oct-2023 |
Jubilant Foodworks (JUBI IN) 2QFY24 Result Update: 2HFY24 recovery largely priced in! ; Maintain NEUTRAL Rating with TP of Rs. 470/ |
India |
Vishal Gutka |
|
| 23-Oct-2023 |
Balkrishna Industries Ltd (BIL IN) : Near term export demand continues to remain volatile - NEUTRAL (Maintained) |
India |
Saksham Kaushal |
|
| 23-Oct-2023 |
Jyothy Laboratories (JYL IN): NOT RATED - Company Update | Detergent portfolio – “Sarva gunn sampann” |
India |
Vishal Gutka |
|
| 23-Oct-2023 |
Financial Landscape - Banks: High cost of fund impacts core operating profit |
India |
Manish Agarwalla |
|
| 23-Oct-2023 |
Sanghi Industries (SNGI IN) - Maintain buy - PO Rs190 |
India |
Vaibhav Agarwal |
|
| 23-Oct-2023 |
Atul Ltd - Core Operating performance weakened further; Maintain SELL with pre-fixed TP of Rs 5300 |
India |
Surya Patra |
|
| 22-Oct-2023 |
ICICI Bank (ICICIBC IN) - Cost of fund impacts NIM |
India |
Manish Agarwalla |
|
| 22-Oct-2023 |
Kotak Mahindra Bank (KMB IN) - NII below expectation |
India |
Manish Agarwalla |
|
| 21-Oct-2023 |
Agro Tech Foods (ATFL IN) 2QFY24 Result Update: All eyes on Food business performance going ahead ; Maintain NEUTRAL rating with TP of Rs. 720 |
India |
Vikash Singh |
|
| 21-Oct-2023 |
JSW Steel Q2FY24: Strong performance; In a sweet spot to gain market share (Upgrade to BUY) |
India |
Vikash Singh |
|
| 20-Oct-2023 |
Jindal Stainless Q2FY24: Turning into a strong cash flow story (Maintain Buy) |
India |
Vikash Singh |
|
| 20-Oct-2023 |
Hindustan Zinc Q2FY24: No Near-term trigger; Volume growth is priced in (Maintain Neutral) |
India |
Vikash Singh |
|
| 20-Oct-2023 |
Cyient 2QFY24 - Decent Results; Portfolio remains Volatile - Maintain NEUTRAL (Maintain |
India |
Karan Uppal |
|
| 20-Oct-2023 |
Mphasis 2QFY24 - Weak Results; Risk Reward favorable – Maintain BUY |
India |
Karan Uppal |
|
| 20-Oct-2023 |
Equitas SFB (EQUITASB IN) - Strong momentum in business |
India |
Manish Agarwalla |
|
| 19-Oct-2023 |
Shoppers Stop: Healthy store expansion plans laid out till FY26 |
India |
Ankit Kedia |
|
| 19-Oct-2023 |
Persistent Systems 2QFY24 - Strong performance; Robust TCV; Outlook Positive – Maintain BUY - |
India |
Karan Uppal |
|
| 19-Oct-2023 |
ITC Ltd (ITC IN) 2QFY24 Result Update: Core continues to do well, while cyclical business disappoints ; Maintain BUY with Revised TP of Rs. 500/ |
India |
Vishal Gutka |
|
| 19-Oct-2023 |
Hindustan Unilever Ltd (HUVR IN) 2QFY24 Result Update: Volume growth disappoints, margin surprises ; Maintain BUY with TP of Rs. 2,900/ |
India |
Vishal Gutka |
|
| 19-Oct-2023 |
UltraTech Cement (UTCEM IN) - Maintain BUY - PO Rs9,700 |
India |
Vaibhav Agarwal |
|
| 19-Oct-2023 |
Coforge 2QFY24 - Decent results; Continues to execute – Maintain BUY |
India |
Karan Uppal |
|
| 19-Oct-2023 |
Nestle India (NEST IN) 3QCY23 Result Update: On a tear! ; Maintain BUY with TP of Rs. 26,000/ |
India |
Vishal Gutka |
|
| 19-Oct-2023 |
WIT (17 Oct): Improvement in HF |
India |
Anjali Verma |
|
| 18-Oct-2023 |
Bajaj Auto (BJAUT IN) : Premium bikes and 3W driving margins - BUY (Maintained) |
India |
Saksham Kaushal |
|
| 18-Oct-2023 |
LTIMindtree 2QFY24 - Inline results; Decent TCV; Outlook Positive – Maintain BUY |
India |
Karan Uppal |
|
| 18-Oct-2023 |
Indusind Bank (IIB IN) - In line performance, focus on granular growth |
India |
Manish Agarwalla |
|
| 18-Oct-2023 |
Bandhan Bank (BANDHAN IN EQUTY) - Fresh delinquency remains elevated |
India |
Manish Agarwalla |
|
| 18-Oct-2023 |
Wipro 2QFY24 - Weak Performance; Uninspiring Guidance; Valuations inexpensive – Maintain NEUTRAL |
India |
Karan Uppal |
|
| 18-Oct-2023 |
Bajaj Finance (BAF IN): Loan growth/customer acquisition momentum unabated |
India |
Shubhranshu Mishra |
|
| 17-Oct-2023 |
L&T Technology Services 2QFY24 - Decent Results; Guidance cut reflects weak spending environment – Maintain Neutral |
India |
Karan Uppal |
|
| 17-Oct-2023 |
VST Industries Limited (VST IN) 2QFY24: Result Update (NOT RATED) - Market share loss continues |
India |
Vishal Gutka |
|
| 17-Oct-2023 |
Ceat Ltd (CEAT IN) : RM headwinds a concern - NEUTRAL (Maintained) |
India |
Saksham Kaushal |
|
| 17-Oct-2023 |
Dalmia Bharat (DALBHARA IN) - Maintain BUY - PO Rs2,650 |
India |
Vaibhav Agarwal |
|
| 16-Oct-2023 |
HDFC Bank (HDFCB IN) - Core performance below expectation |
India |
Manish Agarwalla |
|
| 16-Oct-2023 |
Financial Landscape - Diversified Financials: Good start in the power play |
India |
Manish Agarwalla |
|
| 15-Oct-2023 |
Avenue Supermarts : Lag in apparel sales continues to impact margins |
India |
Ankit Kedia |
|
| 13-Oct-2023 |
HCL Tech 2QFY24 - Mixed results; Outlook remains uncertain – Maintain Neutral |
India |
Karan Uppal |
|
| 12-Oct-2023 |
CPI, IIP : Inflation plunged; IIP sturdy |
India |
Anjali Verma |
|
| 12-Oct-2023 |
Infosys 2QFY24 - Strong results, Robust TCV; Near term outlook remains weak – Maintain NEUTRAL |
India |
Karan Uppal |
|
| 11-Oct-2023 |
WIT (10 Oct): Domestic macros intact; geo-political worries escalate |
India |
Anjali Verma |
|
| 11-Oct-2023 |
MF Tracker (Sep) - Strong equity net flows; buying in Utilities; selling in Financials |
India |
Anjali Verma |
|
| 11-Oct-2023 |
TCS 2QFY24 - Mixed results; Robust TCV to help in growth revival – Maintain BUY |
India |
Karan Uppal |
|
| 10-Oct-2023 |
Siemens - KTAs from Innovation Day 2023 (Maintain Neutral with TP Rs 3,400 |
India |
Umesh Raut |
|
| 10-Oct-2023 |
Agriculture Inputs Q2 FY24 Preview - Oct 2023 |
India |
Harmish Desai |
|
| 10-Oct-2023 |
ERW Pipe Sector Initiation - direct proxy to infra-construction demand rush |
India |
Vikash Singh |
|
| 09-Oct-2023 |
Consumer & Retail : 2QFY24 Results Preview - Rural recovery, RM volatility – key monitorable for 2HFY24 |
India |
Vishal Gutka |
|
| 09-Oct-2023 |
Hindalco Company Update: Enhancing downstream capabilities; promising long-term play (Maintain Buy) |
India |
Vikash Singh |
|
| 09-Oct-2023 |
Capital Goods Q2FY24 Preview: Healthy ordering; steady execution |
India |
Umesh Raut |
|
| 07-Oct-2023 |
Metals Q2FY24 Results Preview - Lower realisations offsetting cost benefits |
India |
Vikash Singh |
|
| 06-Oct-2023 |
Financials - Moderate earnings, outlook key |
India |
Manish Agarwalla |
|
| 06-Oct-2023 |
Monetary Policy: Rates and policy stance – in line; Liquidity management to continue |
India |
Anjali Verma |
|
| 06-Oct-2023 |
Q2FY24 Earnings Preview: Earnings growth to remain strong |
India |
Anjali Verma |
|
| 05-Oct-2023 |
IT Services Preview Q2FY24 - Marginally better growth; TCVs remain strong |
India |
Karan Uppal |
|
| 05-Oct-2023 |
Consumer Electronics + EMS: Q2FY24 Result Preview; Weak consumer demand sentiment, strong EMS outlook |
India |
Vishal Gutka |
|
| 05-Oct-2023 |
Pharma Q2FY24 Preview: Improved US neutralises slowing India formulations; Key Top Q2FY24 result picks: Positive: ARBP, ZYDUSLIF, DRRD |
India |
Surya Patra |
|
| 04-Oct-2023 |
WIT (3 Oct): Marginal dip in HFIs, yet strong |
India |
Anjali Verma |
|
| 03-Oct-2023 |
Macro & Strategy (Monthly): PCI Index dips from an all-time high dragged by equities; economic and industrial indicators decent |
India |
Anjali Verma |
|
| 03-Oct-2023 |
Specialty Chemicals Q2FY24 Preview: Weak demand & pricing lead a dismal show; Results picks: NEGATIVE – ATLP, ARTO & SRF |
India |
Surya Patra |
|
| 02-Oct-2023 |
Financial Landscape - Business update by banks suggest strong loan growth |
India |
Manish Agarwalla |
|
| 01-Oct-2023 |
Vedanta Company Update: Splitting business to unlock value; all eyes on debt-management (Upgrade to Buy) |
India |
Vikash Singh |
|
| 01-Oct-2023 |
Fiscal deficit- Deficit tamed with surge in tax collection; core sector growth robust |
India |
Anjali Verma |
|
| 27-Sep-2023 |
Metals Monthly Wrap - September 2023 |
India |
Vikash Singh |
|
| 27-Sep-2023 |
WIT (26 Sep): HFIs indicate robust economic activity |
India |
Anjali Verma |
|
| 25-Sep-2023 |
Financial Landscape - Fortnightly improvement in credit demand |
India |
Manish Agarwalla |
|
| 24-Sep-2023 |
Hindustan Zinc Company Update: Positives largely priced in (Maintain Neutral) |
India |
Vikash Singh |
|
| 23-Sep-2023 |
Gillette India Ltd (GILL IN) : NOT RATED : Analyst Meet Takeaways |
India |
Vishal Gutka |
|
| 23-Sep-2023 |
P&G Hygiene and Healthcare Ltd (PG IN): NOT RATED - Analyst Meet Takeaway |
India |
Vishal Gutka |
|
| 18-Sep-2023 |
HDFC Bank (HDFCB IN) - Analyst Day: Key takeaway |
India |
Manish Agarwalla |
|
| 18-Sep-2023 |
WIT (12 Sep): Slight weekly dent from the highs; overall macros sturdy |
India |
Anjali Verma |
|
| 18-Sep-2023 |
Financial Landscape - Lenders ready for festive season |
India |
Manish Agarwalla |
|
| 17-Sep-2023 |
Tata Steel Company update: Tata to stay invested in UK- Near term cash outflow; long term beneficial (Maintain Buy |
India |
Vikash Singh |
|
| 15-Sep-2023 |
Bharat Dynamics - FY23 AR Review: On course backed by strong order book (Maintain BUY) |
India |
Umesh Raut |
|
| 15-Sep-2023 |
Dabur India (DABUR IN): Analyst Meet Update - Dabur 2.0: More of the same ; Maintain BUY with TP of Rs. 600/ |
India |
Vishal Gutka |
|
| 13-Sep-2023 |
Bajaj Finance (BAF IN): Is the juice worth the squeeze? |
India |
Shubhranshu Mishra |
|
| 12-Sep-2023 |
CPI, IIP : Inflation eased, yet elevated; IIP improved |
India |
Anjali Verma |
|
| 12-Sep-2023 |
MF Tracker (Aug) - Strong equity net flows; buying in IT; selling in Financials |
India |
Anjali Verma |
|
| 12-Sep-2023 |
Financial Landscape - Credit offtake moderating amidst surging ancillary business |
India |
Manish Agarwalla |
|
| 11-Sep-2023 |
Solar Industries India Ltd - Plant Visit Note: Beyond the blast: Solar’s explosives focus; Maintain BUY with TP Rs 5,689 |
India |
Umesh Raut |
|
| 11-Sep-2023 |
G20 New Delhi Declaration: A Success – India’s diplomacy and progressing stature win |
India |
Anjali Verma |
|
| 11-Sep-2023 |
Strategy – Nifty Weight Analysis: Investment-oriented sectors gained most, should extend |
India |
Anjali Verma |
|
| 04-Sep-2023 |
Macro & Strategy (Monthly): PCI Index at all-time high reflecting all-round resilience; Festivities to add to shine |
India |
Anjali Verma |
|
| 04-Sep-2023 |
Sanghi Industries (SNGI IN) - Disruption is on its way: SNGI will change Adani’s fortune! - CONVICTION BUY & MULTI-BAGGER - CURRENT PO Rs190 |
India |
Vaibhav Agarwal |
|
| 04-Sep-2023 |
Auto Finance NBFCs: Is El-Nino impact and Armageddon? |
India |
Shubhranshu Mishra |
|
| 04-Sep-2023 |
Macro & Strategy (Monthly): PCI Index at all-time high reflecting all-round resilience; Festivities to add to shine |
India |
Anjali Verma |
|
| 01-Sep-2023 |
Fiscal deficit- Muted tax revenue risks fiscal math; Core sector growth strong |
India |
Anjali Verma |
|
| 31-Aug-2023 |
Q1FY24 GDP : Economy proved its resilience; driven by Services and GFCF |
India |
Anjali Verma |
|
| 31-Aug-2023 |
RateGain Travel Tech ARA - Focused on client mining, partnerships, and M&A for growth – Maintain BUY |
India |
Karan Uppal |
|
| 31-Aug-2023 |
Gillette India Ltd (GILL IN): NOT RATED - 4QFY23 Result Update: Double digit revenue growth despite normalized base |
India |
Vishal Gutka |
|
| 30-Aug-2023 |
WIT (29 Aug): India HFD consistently robust |
India |
Anjali Verma |
|
| 30-Aug-2023 |
WIT (29 Aug): India HFD consistently robust |
India |
Anjali Verma |
|
| 30-Aug-2023 |
Model portfolio - Festive season to enhance growth buoyancy, taking a diversified approach across sectors/mcaps |
India |
Anjali Verma |
|
| 29-Aug-2023 |
P&G Hygiene and Healthcare Ltd (PG IN) - NOT RATED: 4QFY23 Result Update: Strong base business growth and reduction in A&P spends drives beat in earnings |
India |
Vishal Gutka |
|
| 23-Aug-2023 |
Metals Monthly Wrap - August 2023 |
India |
Vikash Singh |
|
| 23-Aug-2023 |
WIT (22 Aug): HFD records w-o-w improvement; overall activity strong |
India |
Anjali Verma |
|
| 20-Aug-2023 |
Hindustan Aeronautics Ltd - FY23 AR Review: Charting clear skies: Focus on localisation, self-reliance, R&D (Maintain Neutral) |
India |
Umesh Raut |
|
| 18-Aug-2023 |
Infrastructure Q1FY24 - The ‘order-book-keeper’ – Momentum continues |
India |
Vikram Suryavanshi |
|
| 18-Aug-2023 |
JK Cement Ltd (JKCE IN) - Maintain Buy (PO Rs4,000): |
India |
Vaibhav Agarwal |
|
| 18-Aug-2023 |
Retail Sector - Q1FY24 result review: All eyes on second half |
India |
Ankit Kedia |
|
| 17-Aug-2023 |
NMDC Ltd 1QFY24: Better 1Q volumes builds confidence; Guidance remained strong |
India |
Vikash Singh |
|
| 17-Aug-2023 |
Kalpataru Projects International Q1FY24: Strong show; earnings momentum to continue (Maintain BUY) |
India |
Umesh Raut |
|
| 16-Aug-2023 |
Q1FY24 Earnings Review: Strong earnings growth momentum continued |
India |
Anjali Verma |
|
| 16-Aug-2023 |
KDDL 1QFY24 Update - Strong recovery priced in Downgrade to Neutral |
India |
Vikram Suryavanshi |
|
| 16-Aug-2023 |
KNR Construction Q1FY24 - Modest results; focus on quality orders |
India |
Vikram Suryavanshi |
|
| 16-Aug-2023 |
Ahluwalia Contracts Q1FY24 - Strong results supported by robust orderbook; expensive valuations Downgrade to Neutral |
India |
Vikram Suryavanshi |
|
| 16-Aug-2023 |
Vinati Organics - Weak ATBS demand hurts FY24; Maintain NEUTRAL with pre-fixed TP of Rs 1900 |
India |
Surya Patra |
|
| 16-Aug-2023 |
Q1FY24 Earnings Review: Strong earnings growth momentum continued |
India |
Anjali Verma |
|
| 16-Aug-2023 |
Aurobindo Pharma - Strong margin outlook but largely priced in; Downgrade to NEUTRAL with TP Rs 900: |
India |
Surya Patra |
|
| 15-Aug-2023 |
CG Consumer Electricals Ltd (NEU; TP: 321) Q1FY24 Result: Short-term headwinds impacted margins, recovery in H2 |
India |
Vishal Gutka |
|
| 15-Aug-2023 |
CPI Inflation: Surge to 7.4%, led by food inflation; Core dips |
India |
Anjali Verma |
|
| 15-Aug-2023 |
Biocon - Plants clearance remain the key to the near-term growth; Maintain BUY with TP of Rs 310 |
India |
Surya Patra |
|
| 15-Aug-2023 |
Bharat Electronics - FY23 AR Review: Fortifying competencies and expanding frontiers (BUY |
India |
Umesh Raut |
|
| 15-Aug-2023 |
Divis Laboratories - Recovery in gross margins complements ahead: Maintain Neutral with TP Rs 3300 |
India |
Surya Patra |
|
| 14-Aug-2023 |
Jindal Saw 1QFY24: Stellar performance continues along with strong earning visibility |
India |
Vikash Singh |
|
| 14-Aug-2023 |
Mangalam Cement (MGC IN) - Maintain BUY - PO Rs410 |
India |
Vaibhav Agarwal |
|
| 14-Aug-2023 |
Star Cement (STRCEM IN) - Downgrade to Neutral (PO Rs160 |
India |
Vaibhav Agarwal |
|
| 14-Aug-2023 |
Allcargo Logistics 1QFY24 Update - Short term headwinds Downgrade to Neutral |
India |
Vikram Suryavanshi |
|
| 14-Aug-2023 |
Jindal Saw 1QFY24: Stellar performance continues along with strong earning visibility |
India |
Vikash Singh |
|
| 13-Aug-2023 |
IPCA Laboratories - Below expected guidance; Unichem acquisition to dilute EPS; Downgrade to SELL with TP Rs 740 |
India |
Surya Patra |
|
| 13-Aug-2023 |
ABB India Q2CY23: Priced to perfection (Maintain Neutral) |
India |
Umesh Raut |
|
| 13-Aug-2023 |
Muthoot Finance (MUTH IN): Pick-up in gold loan, seems like a breakout |
India |
Shubhranshu Mishra |
|
| 13-Aug-2023 |
PNC Infratech 1QFY24 Update - Asset monetization to support growth Maintain BUY |
India |
Vikram Suryavanshi |
|
| 13-Aug-2023 |
MTAR Technologies Q1FY24: Accelerating growth with key strategic moves (Maintain BUY) |
India |
Umesh Raut |
|
| 13-Aug-2023 |
NCC Ltd Q1FY24 - Strong execution; thesis intact |
India |
Vikram Suryavanshi |
|
| 13-Aug-2023 |
Power Finance Corporation (POWF IN) - PAT above expectation, Loan growth improves |
India |
Manish Agarwalla |
|
| 13-Aug-2023 |
G R Infraprojects Ltd Q1FY24 Update - Modest growth with softer margins Maintain Neutral |
India |
Vikram Suryavanshi |
|
| 13-Aug-2023 |
Zydus Lifesciences - Robust core operating performance ; Maintain BUY with raised TP Rs 725 |
India |
Surya Patra |
|
| 12-Aug-2023 |
National Aluminium Q1FY24: Lower CoP to nullify realization hit; Outlook positive (Maintain Buy) |
India |
Vikash Singh |
|
| 12-Aug-2023 |
Bata India: New initiatives to benefit in medium term |
India |
Ankit Kedia |
|
| 12-Aug-2023 |
Endurance Technologies (ENDU IN) : Order wins continue to impress, even in the EV segment - BUY (Maintain) |
India |
Saksham Kaushal |
|
| 12-Aug-2023 |
Hero MotoCorp (HMCL IN) : Poised for volume recovery as new launches ramp up - BUY (Maintain) |
India |
Saksham Kaushal |
|
| 12-Aug-2023 |
Apollo Tyres (APTY IN) : Focus shifts to soft global demand, as RM benefits priced in - NEUTRAL (Maintained) |
India |
Saksham Kaushal |
|
| 12-Aug-2023 |
MF Tracker (Jul) - Increase in net flows; buying in Industrials; selling in Financials |
India |
Anjali Verma |
|
| 11-Aug-2023 |
SAIL Q1FY24: Bottomed out quarter; Performance set to improve (Maintain Buy) |
India |
Vikash Singh |
|
| 11-Aug-2023 |
Concor 1QFY24 Update - Shift to slow lane Maintain BUY |
India |
Vikram Suryavanshi |
|
| 11-Aug-2023 |
Jindal Steel & Power Q1FY24: Volume growth sometime away; Positives factored in |
India |
Vikash Singh |
|
| 11-Aug-2023 |
PI Industries Q1FY24 - Aug 2023 |
India |
Harmish Desai |
|
| 10-Aug-2023 |
Page Industries: ARS impacts fades but subdued demand sustains |
India |
Ankit Kedia |
|
| 10-Aug-2023 |
Manappuram Finance (MGFL IN): AUM and profit range-bound in last 4 quarters |
India |
Shubhranshu Mishra |
|
| 10-Aug-2023 |
Indo Count Industries 1QFY24 Update - Creating leadership position Maintain BUY |
India |
Vikram Suryavanshi |
|
| 10-Aug-2023 |
V-Mart Retail: Profitability to remain under pressure |
India |
Ankit Kedia |
|
| 10-Aug-2023 |
The India Cements Ltd (ICEM IN) - Maintain Neutral - PO Rs220 |
India |
Vaibhav Agarwal |
|
| 10-Aug-2023 |
Monetary Policy: Liquidity tightened for a month |
India |
Anjali Verma |
|
| 10-Aug-2023 |
VRL Logistics 1QFY24 Update - Capitalizing volume growth opportunity Maintain BUY |
India |
Vikram Suryavanshi |
|
| 10-Aug-2023 |
Pennar Industries 1QFY24 - Capex to drive value added growth Maintain BUY |
India |
Vikram Suryavanshi |
|
| 10-Aug-2023 |
Trent: Continues to deliver high growth at the cost of margins |
India |
Ankit Kedia |
|
| 10-Aug-2023 |
Aarti Industries - Weak Q1 and worst to follow; Maintain Neutral rating with lowered TP of Rs 450 |
India |
Surya Patra |
|
| 09-Aug-2023 |
Adani Ports & SEZ 1QFY24 Update - Improvement in operating performance Maintain BUY |
India |
Vikram Suryavanshi |
|
| 09-Aug-2023 |
Bharat Forge (BHFC IN) : Medium term visibility improves as newer verticals take off - BUY (Maintain) |
India |
Saksham Kaushal |
|
| 09-Aug-2023 |
Ratnamani Metals & Tubes Q1FY24: Volume driven growth story to continue; Positive outlook Intact (Maintain Buy) |
India |
Vikash Singh |
|
| 09-Aug-2023 |
Data Patterns India Q1FY24: Strategic Ascension - Navigating new horizon (Maintain Neutral) |
India |
Umesh Raut |
|
| 09-Aug-2023 |
WIT (8 Aug): Mixed HFD; Likely Inflation surge and Hawkish RBI |
India |
Anjali Verma |
|
| 08-Aug-2023 |
Godrej Consumer Products (GCPL IN) 1QFY24 Result Update: Walking the talk ; Maintain BUY with TP of Rs. 1,150/ |
India |
Vishal Gutka |
|
| 08-Aug-2023 |
Balkrishna Industries Ltd (BIL IN) : Near term demand to remain volatile, especially for exports - NEUTRAL (Maintain) |
India |
Saksham Kaushal |
|
| 08-Aug-2023 |
Emami (HMN IN) 1QFY24 Result Update: Unfavorable summer season drags overall performance ; Maintain NEUTRAL with TP of Rs. 490/- |
India |
Vishal Gutka |
|
| 08-Aug-2023 |
Britannia Industries (BRIT IN) 1QFY24 Result Update: Short term pain; Long term gain ; Maintain BUY with TP of Rs. 5,200/- |
India |
Vishal Gutka |
|
| 08-Aug-2023 |
RateGain Travel Tech Q1FY24 - Strong performance; Thesis playing out well – Maintain BUY |
India |
Karan Uppal |
|
| 08-Aug-2023 |
Hindalco Q1FY24: Novelis to drive performance; worst is largely behind (Maintain Buy) |
India |
Vikash Singh |
|
| 08-Aug-2023 |
Chambal Fertilisers Q1FY24 - Jul 2023 |
India |
Harmish Desai |
|
| 08-Aug-2023 |
Repco Home Finance (REPCO IN): Rate hike led to stable spreads sequentially |
India |
Shubhranshu Mishra |
|
| 08-Aug-2023 |
GE T&D India Q1FY24: Ticking all the right boxes (Maintain BUY) |
India |
Umesh Raut |
|
| 08-Aug-2023 |
Siemens Q3FY23: Miss on order inflows & margins (Maintain Neutral) |
India |
Umesh Raut |
|
| 07-Aug-2023 |
Lupin Trades ahead of visible triggers; Downgrades to SELL with TP of Rs 850 |
India |
Surya Patra |
|
| 07-Aug-2023 |
Welspun Corp Q1FY24: Good set of numbers; Positive outlook maintained (Maintained Buy) |
India |
Vikash Singh |
|
| 06-Aug-2023 |
Mahindra & Mahindra (MM IN) : Strong quarter; still why RBL? - BUY (Maintain) |
India |
Saksham Kaushal |
|
| 06-Aug-2023 |
Cummins India Q1FY24: Risk-reward turns unfavorable (Downgrade to Neutral) |
India |
Umesh Raut |
|
| 06-Aug-2023 |
Bank of Baroda (BOB IN) - Core performance moderates |
India |
Manish Agarwalla |
|
| 05-Aug-2023 |
KEC International Q1FY24: Valuation caps upside potential (Maintain Neutral) |
India |
Umesh Raut |
|
| 05-Aug-2023 |
Solar Industries India Q1FY24: Growth prospects attractive, moats widening (Maintain BUY) ( |
India |
Umesh Raut |
|
| 04-Aug-2023 |
State Bank of India (SBIN IN) - Below expectation due to drag in margin |
India |
Manish Agarwalla |
|
| 04-Aug-2023 |
ABFRL: Underperformance to sustain in near-term |
India |
Ankit Kedia |
|
| 04-Aug-2023 |
LIC Housing Finance (LICHF IN): Margin to stabilize at 2.6% in FY24E |
India |
Shubhranshu Mishra |
|
| 04-Aug-2023 |
Devyani International Ltd (DEVYANI IN) 1QFY24 Result Update: Negative operating leverage drags down margins ;Maintain NEUTRAL with TP of Rs. 190/ |
India |
Vishal Gutka |
|
| 04-Aug-2023 |
Sun Pharma - Continued outperformance in core operations; Maintain BUY with TP Rs 1250 |
India |
Surya Patra |
|
| 03-Aug-2023 |
Dabur India (DABUR IN) 1QFY24 Result Update :Not completely out of woods yet; Maintain NEUTRAL with TP of Rs. 575/ |
India |
Vaibhav Agarwal |
|
| 03-Aug-2023 |
Eicher Motors (EIM IN) : Price hike and cost savings drove margin beat - NEUTRAL (Maintain) |
India |
Saksham Kaushal |
|
| 03-Aug-2023 |
Ambuja Cements (ACEM IN) - Adani plays yet another masterstroke! - Upgrade to BUY (PO Rs550) |
India |
Vaibhav Agarwal |
|
| 03-Aug-2023 |
Macro & Strategy (Monthly): PCI soar led by equities rally |
India |
Anjali Verma |
|
| 02-Aug-2023 |
Cholamandalam Finance (CIFC IN) Management upbeat on growth in FY24E |
India |
Vikash Singh |
|
| 02-Aug-2023 |
Thermax Q1FY24: Strong ordering to reflect in growth (Maintain BUY |
India |
Umesh Raut |
|
| 02-Aug-2023 |
Maharashtra Seamless Q1FY24: Good performance to continue; Outlook stable (Maintain Buy) |
India |
Vikash Singh |
|
| 02-Aug-2023 |
Titan Company (TTAN IN) 1QFY24: Result Update - Priced to perfection; Downgrade to NEUTRAL with TP of Rs. 3,100 |
India |
Vishal Gutka |
|
| 02-Aug-2023 |
WIT (1 Aug): Overall buoyant activity |
India |
Anjali Verma |
|
| 02-Aug-2023 |
Sapphire Foods India Ltd (SAPPHIRE IN) 1QFY24: Result Update - KFC holds on, Pizza hut continues to disappoint ; Maintain BUY with TP of Rs. 1,700 |
India |
Vishal Gutka |
|
| 02-Aug-2023 |
TCI Ltd 1QFY24 Update - Leveraging multimodal capabilities Maintain BUY |
India |
Vikram Suryavanshi |
|
| 02-Aug-2023 |
Gateway Distriparks 1QFY24 - Expanding reach Maintain BUY |
India |
Vikram Suryavanshi |
|
| 02-Aug-2023 |
Ambuja Cements (ACEM IN) - Maintain Neutral - PO Rs430 |
India |
Vaibhav Agarwal |
|
| 01-Aug-2023 |
GE T&D India - FY23 AR Review: Well placed to benefit from rebound in transmission capex (BUY |
India |
Umesh Raut |
|
| 01-Aug-2023 |
UPL Q1FY24 - Aug 2023 |
India |
Harmish Desai |
|
| 01-Aug-2023 |
HG Infra Engineering Ltd Q1FY24 - Strong growth; Stable margins; Story intact |
India |
Vikram Suryavanshi |
|
| 01-Aug-2023 |
Escorts Kubota Ltd (ESC IN) : Margin improvement led by favorable RM - NEUTRAL (Maintain) |
India |
Saksham Kaushal |
|
| 01-Aug-2023 |
Maruti Suzuki (MSIL IN) : ASP increase continues; SMG acquisition a positive - BUY (Maintain |
India |
Saksham Kaushal |
|
| 01-Aug-2023 |
UPL Q1FY24 - Aug 2023 |
India |
Harmish Desai |
|
| 31-Jul-2023 |
JK Lakshmi Cement (JKLC IN) - Maintain BUY - PO Rs1,000 |
India |
Vaibhav Agarwal |
|
| 31-Jul-2023 |
Fiscal deficit rose to 25% of BE; core sector growth improved |
India |
Anjali Verma |
|
| 31-Jul-2023 |
Equitas SFB (EQUITASB IN) - Moderating credit cost drives earning |
India |
Manish Agarwalla |
|
| 31-Jul-2023 |
Coromandel International Q1FY24 - Jul 2023 |
India |
Harmish Desai |
|
| 31-Jul-2023 |
Deepak Fertiliser Q1FY24 - Jul 2023 |
India |
Harmish Desai |
|
| 28-Jul-2023 |
Marico Ltd (MRCO IN) 1QFY24 Result Update: Outlook improving, but rich valuations do not leave much on table ; Maintain NEUTRAL with TP of Rs. 560/- |
India |
Vishal Gutka |
|
| 28-Jul-2023 |
DCB Bank (DCBB IN) - Performance below expectation |
India |
Manish Agarwalla |
|
| 28-Jul-2023 |
Mahindra and Mahindra Financial Services (MMFS IN): Higher than expected credit costs weighed on profit |
India |
Shubhranshu Mishra |
|
| 28-Jul-2023 |
Bharat Electronics Q1FY24: Beats consensus; Upgrades to continue (Maintain BUY |
India |
Umesh Raut |
|
| 28-Jul-2023 |
Agro Tech Foods (ATFL IN) 1QFY24 Result Update: All eyes on Food business performance going ahead ; Maintain NEUTRAL Rating with TP of Rs. 710/ |
India |
Vishal Gutka |
|
| 28-Jul-2023 |
ACC Ltd (ACC IN) - Maintain BUY - PO Rs2,300: |
India |
Vaibhav Agarwal |
|
| 28-Jul-2023 |
Mahindra Logistics 1QFY24 Update - Expanding portfolio for integrated services Maintain BUY |
India |
Vikram Suryavanshi |
|
| 27-Jul-2023 |
ta Consumer Products Ltd (TATACONS IN) 1QFY24 Result Update: Growth business to revive up overall revenue growth in an otherwise moderate vol growth scenario for core categories |
India |
Vishal Gutka |
|
| 27-Jul-2023 |
Nestle India (NEST IN) 2QCY23: Result Update - Juggernaut on a roll - Maintain BUY with TP of Rs. 24,600/- |
India |
Vishal Gutka |
|
| 27-Jul-2023 |
Westlife Foodworld Ltd (WLDL IN) 1QFY24 Result Update: Relatively better placed vs competition ; Maintain BUY with TP of Rs. 1.050/ |
India |
Vishal Gutka |
|
| 27-Jul-2023 |
Sona BLW PF Ltd (SONACOMS IN) : New EV program wins expand the orderbook further - BUY (Maintain) |
India |
Saksham Kaushal |
|
| 27-Jul-2023 |
Praj Industries 1QFY24 Update : Building sustainable business drivers Maintain BUY |
India |
Vikram Suryavanshi |
|
| 27-Jul-2023 |
Indian Bank (INBK IN) - Strong Performance across the board |
India |
Manish Agarwalla |
|
| 27-Jul-2023 |
Jindal Stainless Q1FY24: Volume led growth story to continue. (Maintain Buy) |
India |
Vikash Singh |
|
| 27-Jul-2023 |
Shriram Finance Ltd (SHFL IN): PAT beat due to better than expected credit cost |
India |
Shubhranshu Mishra |
|
| 27-Jul-2023 |
Aegis Logistics 1QFY24 Update - Capex to drive growth Maintain SELL |
India |
Vikram Suryavanshi |
|
| 27-Jul-2023 |
Shree Cement (SRCM IN) - Maintain BUY - PO Rs28,000 |
India |
Vaibhav Agarwal |
|
| 26-Jul-2023 |
Cipla (CIPLA IN): Visible triggers priced in; Downgrade to Neutral with pre-fixed TP Rs 1070 |
India |
Surya Patra |
|
| 26-Jul-2023 |
Dr Reddys Labs: Best beneficiary of gRevlimid & set for an all-round progress; BUY with raised TP of Rs 6200 |
India |
Surya Patra |
|
| 26-Jul-2023 |
Tech Mahindra 1QFY24 - Disappointing performance; Concerns on Growth Remain – Downgrade to SELL |
India |
Karan Uppal |
|
| 26-Jul-2023 |
Axis Bank (AXSB IN) - Working towards sustainability |
India |
Manish Agarwalla |
|
| 26-Jul-2023 |
Ceat Ltd (CEAT IN) : RM cost benefit continued - NEUTRAL (Maintain) |
India |
Saksham Kaushal |
|
| 26-Jul-2023 |
Avenue Supermarts:FY23 AR analysis and investor call key takeaways |
India |
Ankit Kedia |
|
| 26-Jul-2023 |
Metals Monthly Wrap - July 2023 |
India |
Vikash Singh |
|
| 26-Jul-2023 |
Colgate Palmolive (CLGT IN) 1QFY24 Result Update: Strong no’s, but structural issues continues to persist ; Maintain SELL with TP of Rs. 1,550/ |
India |
Vishal Gutka |
|
| 26-Jul-2023 |
Bajaj Finance (BAF IN): Management increased growth and RoE guidance for FY24 |
India |
Shubhranshu Mishra |
|
| 26-Jul-2023 |
KPIT Technologies Ltd 1QFY24 - Strong Performance & TCV; Outlook Positive; But all’s priced in– Maintain Neutral |
India |
Karan Uppal |
|
| 26-Jul-2023 |
WIT (25 Jul): India HFD consistently improving; Focus on Fed policy |
India |
Anjali Verma |
|
| 26-Jul-2023 |
SRF Ltd - Industry challenges check growth momentum in the near-term; Maintain BUY with lower TP Rs 2080 |
India |
Surya Patra |
|
| 26-Jul-2023 |
Larsen & Toubro Q1FY24: Order accretion & execution pace continue to impress (Maintain BUY) |
India |
Umesh Raut |
|
| 25-Jul-2023 |
Cyient 1QFY24 - Inline performance; Portfolio Remains Volatile – Maintain Neutral |
India |
Karan Uppal |
|
| 25-Jul-2023 |
Bajaj Auto (BJAUT IN) : Exports to pick up, while Triumph bookings look promising - BUY (Maintain) |
India |
Saksham Kaushal |
|
| 25-Jul-2023 |
Tata Motors (TTMT IN) : JLR EBIT margin of 7.5% is impressive - BUY (Maintain) |
India |
Saksham Kaushal |
|
| 25-Jul-2023 |
Asian Paints (APNT IN) 1QFY24 : Result Update - Noise around competition to overshadow improved profitability ; Maintain NEUTRAL with Unchanged TP of Rs. 3,200/ |
India |
Vishal Gutka |
|
| 25-Jul-2023 |
Jubilant Foodworks (JUBI IN) 1QFY24: Result Update - Not out of the woods yet ; Maintain NEUTRAL rating with TP of Rs. 465 |
India |
Vishal Gutka |
|
| 25-Jul-2023 |
Shopper Stop: Growth and margins expected to recover in H2FY24 |
India |
Ankit Kedia |
|
| 25-Jul-2023 |
Tata Steel Q1FY24: Outlook improving; India continue to drive earnings (Maintain Buy) |
India |
Vikash Singh |
|
| 24-Jul-2023 |
Ashok Leyland (AL IN) : Sustaining of improved cost structure, Upgrade to buy - BUY (Upgrade) |
India |
Saksham Kaushal |
|
| 24-Jul-2023 |
TVS Motor (TVSL IN) : Margins sustained despite drag in exports and EV - BUY (Maintain) |
India |
Saksham Kaushal |
|
| 24-Jul-2023 |
Atul Ltd - Q1 surprised +vely; Industry dynamics are worsened further: Maintain SELL with TP Rs 5600 |
India |
Surya Patra |
|
| 22-Jul-2023 |
Kotak Mahindra Bank (KMB IN) - Stellar performance aided by treasury gain |
India |
Manish Agarwalla |
|
| 22-Jul-2023 |
ICICI Bank (ICICIBC IN) - Strong core performanc |
India |
Manish Agarwalla |
|
| 22-Jul-2023 |
Vedanta Ltd Q1FY24: Propensity for capex amid rising debt to impact earnings. (Maintain Neutral) |
India |
Vikash Singh |
|
| 21-Jul-2023 |
Hindustan Zinc Q1FY23: Outlook improving but valuations stretched; Dividend story concluded (Upgrade to Neutral) |
India |
Vikash Singh |
|
| 21-Jul-2023 |
Persistent Systems 1QFY24 - Strong performance; Continues to execute in tough environment – Maintain BUY |
India |
Karan Uppal |
|
| 21-Jul-2023 |
JSW Steel Q1FY24: Volume growth story intact; Positives largely factored in (Maintain Neutral) |
India |
Vikash Singh |
|
| 21-Jul-2023 |
UltraTech Cement (UTCEM IN) - Maintain BUY - PO Rs9200: |
India |
Vaibhav Agarwal |
|
| 21-Jul-2023 |
Dalmia Bharat (DALBHARA IN) - Maintain Buy - PO Rs2,250 |
India |
Vaibhav Agarwal |
|
| 21-Jul-2023 |
Hindustan Zinc Q1FY23: Outlook improving but valuations stretched; Dividend story concluded (Upgrade to Neutral) |
India |
Vikash Singh |
|
| 21-Jul-2023 |
HeidelbergCement India Ltd (HEIM IN) - Maintain BUY - PO Rs220 |
India |
Vaibhav Agarwal |
|
| 21-Jul-2023 |
Mphasis Ltd 1QFY24 - Muted Growth; Robust TCV; Risk Reward favourable– Maintain BUY |
India |
Karan Uppal |
|
| 20-Jul-2023 |
Hindustan Unilever Ltd (HUVR IN) 1QFY24: Result Update - Weak operating performance ; Maintain BUY with Revised TP of Rs. 3,000 |
India |
Vishal Gutka |
|
| 20-Jul-2023 |
Infosys Ltd 1QFY24 - Inline results; FY24 Guidance Cut reflect weak demand in near term – Downgrade NEUTRAL |
India |
Karan Uppal |
|
| 20-Jul-2023 |
Coforge Ltd 1QFY24 - Strong growth; Robust TCV; Continues to execute – Maintain BUY |
India |
Karan Uppal |
|
| 20-Jul-2023 |
Shoppers Stop:FY23 AR analysis: Private brands and beauty drive growth |
India |
Ankit Kedia |
|
| 18-Jul-2023 |
Indusind Bank (IIB IN) - Focus on granular growth |
India |
Manish Agarwalla |
|
| 18-Jul-2023 |
L&T Technology Services 1QFY24 - Modest performance; FY24 Guidance Aggressive – NEUTRAL (Maintain) |
India |
Karan Uppal |
|
| 18-Jul-2023 |
Logistics infrastructure - Focus on transformation and elevation |
India |
Vikram Suryavanshi |
|
| 17-Jul-2023 |
HDFC Bank (HDFCB IN): Earnings In line, Stable NIMs; higher Opex (BUY - Maintain) |
India |
Manish Agarwalla |
|
| 17-Jul-2023 |
LTIMindtree 1QFY24 - Mixed results; Strong TCV; Outlook Positive – Maintain BUY |
India |
Karan Uppal |
|
| 16-Jul-2023 |
Avenue Supermarts: Unfavorable category mix continues to hinder margin |
India |
Ankit Kedia |
|
| 15-Jul-2023 |
VST Industries Limited (VST IN) 1QFY24 - NOT RATED - Result Update: Inferior sales mix and sharp inflation in commodity cost drags profitability; Negative read through for ITC |
India |
Vishal Gutka |
|
| 15-Jul-2023 |
Bandhan Bank (BANDHAN IN EQUTY) - Weak collection led to Stress in the portfolio |
India |
Manish Agarwalla |
|
| 13-Jul-2023 |
IT Services Deal Monitor: ISG Q2CY23 Managed services dealflow remains robust |
India |
Karan Uppal |
|
| 13-Jul-2023 |
Wipro 1QFY24 - Weak growth; uninspiring guidance; Outlook remains uncertain– NEUTRAL (Maintain) |
India |
Karan Uppal |
|
| 13-Jul-2023 |
TCS 1QFY24 - Inline results; Robust TCV to help in growth revival – Maintain BUY |
India |
Karan Uppal |
|
| 13-Jul-2023 |
HCL Technologies 1QFY24 - Weak results dragged by ER&D; FY24 guidance aggressive – NEUTRAL (Maintain) |
India |
Karan Uppal |
|
| 12-Jul-2023 |
WIT (11 Jul): Largely stable to positive |
India |
Anjali Verma |
|
| 12-Jul-2023 |
CPI, IIP : Inflation paced higher led by food prices; IIP healthy |
India |
Anjali Verma |
|
| 10-Jul-2023 |
Defence Sector: Boom and boons - Rocketing to new highs |
India |
Umesh Raut |
|
| 10-Jul-2023 |
Agriculture Inputs Q1 FY24 Preview - Jul 2023 |
India |
Harmish Desai |
|
| 08-Jul-2023 |
Strategy: Q1FY24 Earnings Preview: Strong Earnings growth anticipated after a years’ gap |
India |
Anjali Verma |
|
| 07-Jul-2023 |
Copenhagen Hospitality Pvt Ltd: UNLISTED - COMPANY UPDATE - La Pinoz: 3rd largest pizza brand, home-grown success |
India |
Vishal Gutka |
|
| 07-Jul-2023 |
Consumer & Retail sector - 1QFY24: Preview Update - Benign RM index and uptick in volume growth to drive improvement in profitability |
India |
Vishal Gutka |
|
| 07-Jul-2023 |
Metals 1QFY24 Results Preview - Lower realisations took away shine from ferrous and non-ferrou |
India |
Vikash Singh |
|
| 07-Jul-2023 |
Financials: Preview - Earnings strong, but outlook key |
India |
Manish Agarwalla |
|
| 07-Jul-2023 |
Pharma Q1FY24 Preview: A mixed bag; Top Pick - Positive: ZYDUSLIF, DRRD, Cipla; & Negative: DIVI, IPCA |
India |
Surya Patra |
|
| 05-Jul-2023 |
Eicher Motors (EIM IN) : Serious competition enters the market - NEUTRAL (Downgrade) |
India |
Saksham Kaushal |
|
| 05-Jul-2023 |
Capital Goods Q1FY24 Preview: Healthy quarter led by margin uptick & steady execution |
India |
Umesh Raut |
|
| 05-Jul-2023 |
Macro & Strategy (Monthly): PCI progressed for the third month; equity markets soa |
India |
Anjali Verma |
|
| 05-Jul-2023 |
Electrosteel Castings Company Update: Outlook positive; Higher volumes and debt reduction to drive value (Not Rated) |
India |
Vikash Singh |
|
| 05-Jul-2023 |
Hero MotoCorp (HMCL IN) : Harley Davidson 440X – a worthy challenger - BUY (Maintain) |
India |
Saksham Kaushal |
|
| 04-Jul-2023 |
IT Services Preview Q1FY24 - Soft quarter impacted by near term demand weakness |
India |
Karan Uppal |
|
| 04-Jul-2023 |
Macro & Strategy (Monthly): PCI progressed for the third month; equity markets soa |
India |
Anjali Verma |
|
| 04-Jul-2023 |
1QFY24 CMIE capex: Weak new announcements/quality on a high base |
India |
Umesh Raut |
|
| 04-Jul-2023 |
Specialty Chemicals Q1FY24 Preview: One of the worst quarters; A similar to follow |
India |
Surya Patra |
|
| 29-Jun-2023 |
Logistics monthly update - Major ports and container volume tracker |
India |
Vikram Suryavanshi |
|
| 28-Jun-2023 |
Deepak Fertilisers and Petrochemicals Corporation Limited - Initiating Coverage (BUY, TP: Rs 687) |
India |
Harmish Desai |
|
| 24-Jun-2023 |
Financials - NIMs stable, loans resilient, stocks underrated , ready for risk |
India |
Manish Agarwalla |
|
| 24-Jun-2023 |
SRF Ltd - FY23 annual report analysis: Instils confidence; BUY with TP Rs 3050 |
India |
Surya Patra |
|
| 24-Jun-2023 |
Apollo Tyres (APTY IN) : Efficient plant in AP is impressive & with latest technologies - NEUTRAL (Maintain) |
India |
Saksham Kaushal |
|
| 22-Jun-2023 |
Accenture Q3FY23: In line results; Outsourcing growth and bookings remains strong |
India |
Karan Uppal |
|
| 22-Jun-2023 |
Metals Monthly Wrap - June 2023 |
India |
Vikash Singh |
|
| 22-Jun-2023 |
Auto : Green ‘alright’ but what about Grey – Tryst with an EV |
India |
Saksham Kaushal |
|
| 21-Jun-2023 |
WIT (20 Jun): Largely positive |
India |
Anjali Verma |
|
| 20-Jun-2023 |
Coforge: Focused on execution in a tough environment - Maintain BUY |
India |
Karan Uppal |
|
| 20-Jun-2023 |
IT Services: Automotive ER&D spending in the fast lane |
India |
Karan Uppal |
|
| 19-Jun-2023 |
Shoppers Stop: Beauty distribution business to have high ROCEs |
India |
Ankit Kedia |
|
| 16-Jun-2023 |
JK Cement (JKCE IN): Reiterate BUY - PO Rs4,000 |
India |
Vaibhav Agarwal |
|
| 15-Jun-2023 |
KEC International (KECI IN): Margin recovery & balance sheet discipline key monitorables (Maintain NEUTRAL) |
India |
Umesh Raut |
|
| 15-Jun-2023 |
Ashok Leyland (AL IN) : Strong aspirations in a highly competitive industry - NEUTRAL (Maintain) |
India |
Saksham Kaushal |
|
| 15-Jun-2023 |
Ceat Ltd (CEAT IN) : Mix to improve but key segment 2W still to recover - NEUTRAL (Maintain) |
India |
Saksham Kaushal |
|
| 15-Jun-2023 |
Corporate Cost Structure (Detailed Analysis): Lower cost to further aid margins, leverage trending higher |
India |
Anjali Verma |
|
| 14-Jun-2023 |
State Bank of India (SBIN IN) - Well-poised to seize growth opportunity |
India |
Manish Agarwalla |
|
| 14-Jun-2023 |
Trent (BUY): FY23 annual report analysis |
India |
Ankit Kedia |
|
| 14-Jun-2023 |
WIT (13 Jun): Mixed signals; All eyes on Fed polic |
India |
Anjali Verma |
|
| 12-Jun-2023 |
MF Tracker (May) - Dip in net flows; buying in IT/ Discretionary; selling in Financials |
India |
Anjali Verma |
|
| 12-Jun-2023 |
CPI, IIP : Economic momentum further gained; Inflation and IIP at 4% |
India |
Anjali Verma |
|
| 12-Jun-2023 |
Hero MotoCorp (HMCL IN) : Focus more on revenue and margins, than volumes - BUY (Maintain) |
India |
Saksham Kaushal |
|
| 12-Jun-2023 |
Tata Motors (TTMT IN) : Set for profitable growth despite the gradual EV transition - BUY (Maintain) |
India |
Saksham Kaushal |
|
| 10-Jun-2023 |
Gati Lts - Bhiwandi mega hub visit: Boosting efficiency, profitability Not Rated |
India |
Vikram Suryavanshi |
|
| 08-Jun-2023 |
NBFC (Auto finance Eco-system): Volume growth expected at 6-9% excluding 2W/3W |
India |
Shubhranshu Mishra |
|
| 07-Jun-2023 |
WIT (6 Jun): Mixed signals; focus on MPC meeting tomorrow |
India |
Anjali Verma |
|
| 07-Jun-2023 |
Delhivery company update - Inside Delhiverys massive trans-shipment hub Not Rated |
India |
Vikram Suryavanshi |
|
| 07-Jun-2023 |
Tata Motors (TTMT IN) : Investor meet – focus on profitability and EV progress - BUY (Maintain) |
India |
Saksham Kaushal |
|
| 07-Jun-2023 |
Textile Sector Update - Increase in Cotton MSP by 10% |
India |
Vikram Suryavanshi |
|
| 03-Jun-2023 |
Allcargo Logistics 4QFY23 Update - De-merger to create shareholder value |
India |
Vikram Suryavanshi |
|
| 02-Jun-2023 |
Mangalam Cement (MGC IN) - Maintain Buy - PO Rs410 |
India |
Vaibhav Agarwal |
|
| 02-Jun-2023 |
HeidelbergCement India Ltd (HEIM IN) - Maintain Buy - PO Rs220 |
India |
Vaibhav Agarwal |
|
| 02-Jun-2023 |
Macro & Strategy (Monthly): PCI Index surge with ease in inflation and strong equities |
India |
Anjali Verma |
|
| 02-Jun-2023 |
Retail: Q4FY23 result review |
India |
Ankit Kedia |
|
| 02-Jun-2023 |
Aegis Logistics 4QFY23 Update - Capex to drive growth together with Joint venture Maintain SELL |
India |
Vikram Suryavanshi |
|
| 01-Jun-2023 |
Indo Count Industries 4QFY23 Update - Positive signs of revival after a challenging year Maintain BUY |
India |
Vikram Suryavanshi |
|
| 01-Jun-2023 |
Adani Ports & SEZ 4QFY23 Update - Capex to drive growth |
India |
Vikram Suryavanshi |
|
| 31-May-2023 |
Fiscal deficit: FY23 deficit target of 6.4% met |
India |
Anjali Verma |
|
| 31-May-2023 |
Q4 & FY23 GDP : Exceeds expectations; GFCF/Exports led growth |
India |
Anjali Verma |
|
| 31-May-2023 |
Infrastructure Sector Update - The ‘order-book-keeper’ – Momentum continues … |
India |
Vikram Suryavanshi |
|
| 31-May-2023 |
Welspun Corp Q4FY23: Set for a strong FY24; Positive Outlook intact |
India |
Vikash Singh |
|
| 31-May-2023 |
KNR Construction 4QFY23 Update : Modest results; focus on diversifying geography |
India |
Vikram Suryavanshi |
|
| 30-May-2023 |
Maharashtra Seamless Q4FY23: Order book continues to remain healthy (Maintain Buy) |
India |
Vikash Singh |
|
| 30-May-2023 |
Q4FY23 Earnings Review: Muted Earnings; Margins improvement ahead of expectation |
India |
Anjali Verma |
|
| 30-May-2023 |
KDDL 4QFY23 Update - Back to luxury time Maintain BUY |
India |
Vikram Suryavanshi |
|
| 30-May-2023 |
Aurobindo Pharma (ARBP IN): Sequential operational improvement ahead; Maintain BUY with raised TP Rs 710 |
India |
Surya Patra |
|
| 29-May-2023 |
PI Industries - Company Update; Pharma foray makes re-rating case |
India |
Harmish Desai |
|
| 29-May-2023 |
Chambal Fertiliser Q4FY23 - May 2023 |
India |
Harmish Desai |
|
| 29-May-2023 |
Repco Home Finance (REPCO IN): Rate hikes lead to spread increase |
India |
Shubhranshu Mishra |
|
| 29-May-2023 |
NCC 4QFY23 Update - Strong execution with margins improvement Maintain BUY |
India |
Vikram Suryavanshi |
|
| 29-May-2023 |
Ahluwalia Contracts 4QFY23 Update - Modest results supported by margin recovery Maintain BUY |
India |
Vikram Suryavanshi |
|
| 29-May-2023 |
Balkrishna Industries Ltd (BIL IN) Q4FY23 : Destocking continues, while margin recovery to be gradual - NEUTRAL (Downgrade) |
India |
Saksham Kaushal |
|
| 29-May-2023 |
Gateway Distriparks 4QFY23 Update - Expanding reach Maintain BUY |
India |
Vikram Suryavanshi |
|
| 29-May-2023 |
Power Finance Corporation (POWF IN) - Provision reversal drive PAT, Loan growth improves |
India |
Manish Agarwalla |
|
| 29-May-2023 |
Sun Pharma - Margin challenges seem receding; Upgrade to BUY with raised TP of Rs 1100 |
India |
Surya Patra |
|
| 28-May-2023 |
Mahindra & Mahindra (MM IN) Q4FY23 : Decent quarter with UV momentum picking up - BUY (Maintain) |
India |
Saksham Kaushal |
|
| 27-May-2023 |
Praj Industries 4QFY23 Update - Building sustainable business drivers Maintain BUY |
India |
Vikram Suryavanshi |
|
| 27-May-2023 |
PNC Infratech 4QFY23 Update - Stable margins – Overall inline; Thesis intact Maintain BUY |
India |
Vikram Suryavanshi |
|
| 27-May-2023 |
Pennar Industries 4QFY23 : Margin improvement with value added growth Maintain BUY |
India |
Vikram Suryavanshi |
|
| 26-May-2023 |
SAIL Q4FY23: Volume growth and operating leverage to drive performance (Maintain Buy) |
India |
Vikash Singh |
|
| 26-May-2023 |
RateGain Tech: Initiating Coverage - Travel SaaS Player – Beneficiary of Strong Travel Demand - BUY |
India |
Karan Uppal |
|
| 25-May-2023 |
Nalco Q4FY23: Risk -eward turning favorable (Maintain Buy) |
India |
Vikash Singh |
|
| 25-May-2023 |
Emami (HMN IN) 4QFY23 Result Update: Problems of the past come to fore ; Downgrade to NEUTRAL with Revised TP of Rs. 430/ |
India |
Vishal Gutka |
|
| 25-May-2023 |
Page Industries: Volume decline led by ARS rollout and demand slowdown |
India |
Ankit Kedia |
|
| 25-May-2023 |
Credit cards on UPI: Credit card industry profit pool to grow ~2.5x in near-term |
India |
Shubhranshu Mishra |
|
| 25-May-2023 |
Cummins India: Robust results; Best positioned to navigate CPCB 4+ transition (Maintain BUY) |
India |
Umesh Raut |
|
| 25-May-2023 |
The India Cements Ltd (ICEM IN) - Maintain Neutral - PO Rs190 |
India |
Vaibhav Agarwal |
|
| 24-May-2023 |
Biocon Ltd- Plants and products clearance remain the key; Maintain BUY with TP Rs 330 |
India |
Surya Patra |
|
| 24-May-2023 |
Bharat Electronics: Strong show; consensus upgrade to continue (Maintain BUY) |
India |
Umesh Raut |
|
| 24-May-2023 |
Metals Monthly Wrap - May 2023 |
India |
Vikash Singh |
|
| 24-May-2023 |
Ashok Leyland (AL IN) : MHCV mix peaking; margin dependent on softer commodity - NEUTRAL (Maintain) |
India |
Saksham Kaushal |
|
| 24-May-2023 |
Hindalco Q4FY23: Performance to improve gradually despite near term headwinds (Maintain Buy) |
India |
Vikash Singh |
|
| 24-May-2023 |
Shree Cement (SRCM IN) - Maintain BUY - PO Rs28,000: |
India |
Vaibhav Agarwal |
|
| 24-May-2023 |
NMDC Q4FY23: Volume growth to drive earnings; Evacuation projects key to growth (Upgrade to Buy) |
India |
Vikash Singh |
|
| 24-May-2023 |
WIT (23 May): HFD buoyant |
India |
Anjali Verma |
|
| 23-May-2023 |
Star Cement (STRCEM IN) - Maintain Buy - PO Rs160 |
India |
Vaibhav Agarwal |
|
| 23-May-2023 |
JK Lakshmi Cement (JKLC IN) - Maintain BUY - PO Rs1000 |
India |
Vaibhav Agarwal |
|
| 22-May-2023 |
VRL 4QFY23 Update : Capitalizing volume growth opportunity Maintain BUY |
India |
Vikram Suryavanshi |
|
| 22-May-2023 |
ABFRL - Investments in emerging businesses to drag margins |
India |
Ankit Kedia |
|
| 22-May-2023 |
Camlin Fine Sciences - Vanillin drives value growth ahead; Maintain BUY with TP Rs 230 |
India |
Surya Patra |
|
| 22-May-2023 |
PI Industries Q4FY23 Result Review |
India |
Harmish Desai |
|
| 22-May-2023 |
ESG: Consumption Sectors: FMCG/auto fare better than retail/consumer durables |
India |
Anjali Verma |
|
| 21-May-2023 |
Vinati Organics Ltd - Low ATBS demand and weak product mix hurt FY24; Downgrade to NEUTRAL with TP of Rs 1900 |
India |
Surya Patra |
|
| 21-May-2023 |
TCI Ltd 4QFY23 Update : Advantage of multimodal capabilities Maintain BUY |
India |
Vikram Suryavanshi |
|
| 21-May-2023 |
Concor 4QFY23 Update: Support from domestic business, exim under pressure |
India |
Vikram Suryavanshi |
|
| 20-May-2023 |
Bata India: Performance remains on-track; execution is key going ahead |
India |
Ankit Kedia |
|
| 20-May-2023 |
Divis Laboratories - Margin pressure to sustain in the near future; Maintain Neutral with TP Rs 2900 |
India |
Surya Patra |
|
| 20-May-2023 |
Muthoot Finance (MUTH IN): Spread expansion due to ECB pre-payment |
India |
Shubhranshu Mishra |
|
| 20-May-2023 |
Bandhan Bank (BANDHAN IN EQUTY) - Moderating stress in the portfolio |
India |
Manish Agarwalla |
|
| 19-May-2023 |
JSW Steel Q4FY23: Volume growth story intact; High capex to keep debt inflated (Upgrade to Neutral) |
India |
Vikash Singh |
|
| 19-May-2023 |
Siemens: Sale of low voltage motors business – a negative (Downgrade to Neutral) |
India |
Umesh Raut |
|
| 19-May-2023 |
G R Infraprojects 4QFY23 Update : Modest growth; Soft margins; Growth concerns remain Maintain Neutral |
India |
Vikram Suryavanshi |
|
| 18-May-2023 |
Jindal Stainless Q4FY23: Assets sweating to drive Volumes; Profitability and Cash flow. (Maintain Buy) |
India |
Vikash Singh |
|
| 18-May-2023 |
V-Mart Retail - Muted demand and pressure on margins to impact valuations |
India |
Ankit Kedia |
|
| 18-May-2023 |
State Bank of India (SBIN IN) - Strong beat on all parameters |
India |
Manish Agarwalla |
|
| 18-May-2023 |
Jindal SAW Q4FY23: Record quarterly performance; Earning visibility remain strong (Maintain Buy) |
India |
Vikash Singh |
|
| 18-May-2023 |
Thermax Q4FY23: Strong show; conservative guidance as usual (Maintain BUY |
India |
Umesh Raut |
|
| 18-May-2023 |
Zydus Lifesciences - Strong show in core operating performance; Maintain BUY with raised TP of Rs 600 |
India |
Surya Patra |
|
| 18-May-2023 |
ITC Ltd (ITC IN) 4QFY23 Result Update: All guns blazing ; Maintain BUY with TP of Rs. 475/- |
India |
Vishal Gutka |
|
| 18-May-2023 |
Endurance Technologies (ENDU IN): Order wins and lower energy costs to sustain profitability - BUY (Maintain) |
India |
Saksham Kaushal |
|
| 18-May-2023 |
Sanghi Industries (SNGI IN) - Maintain Neutral - PO Rs70 |
India |
Vaibhav Agarwal |
|
| 18-May-2023 |
WIT (16 May): Domestic activity stable |
India |
Anjali Verma |
|
| 17-May-2023 |
Devyani International Ltd (DEVYANI IN) 4QFY23 Result Update: Not out of the woods yet ; Maintain NEUTRAL with TP of Rs. 180/ |
India |
Vishal Gutka |
|
| 17-May-2023 |
LIC Housing Finance (LICHF IN): HL disbursement run-rate slowed down in 4Q |
India |
Shubhranshu Mishra |
|
| 17-May-2023 |
Jubilant Foodworks (JUBI IN) 4QFY23 Result Update: Margins not recovering in hurry ; Maintain Neutral with Revised TP of Rs.475/ |
India |
Vishal Gutka |
|
| 17-May-2023 |
Coromandel International Q4FY23 - May 2023 |
India |
Harmish Desai |
|
| 16-May-2023 |
Can Fin Homes (CANF IN): Management meeting note |
India |
Shubhranshu Mishra |
|
| 16-May-2023 |
Jindal Steel & Power Q4FY23: Struggling for volume growth; Capex to inflate debt (Maintain Neutral) |
India |
Vikash Singh |
|
| 16-May-2023 |
Bank of Baroda (BOB IN) - Strong Performance |
India |
Manish Agarwalla |
|
| 14-May-2023 |
Avenue Supermarts: Gross margins compression due to sales mix; positive FCF generation |
India |
Ankit Kedia |
|
| 14-May-2023 |
Cipla - gRevlimid covers more than the hit by delay in key launches: Maintain BUY with TP 1070 |
India |
Surya Patra |
|
| 14-May-2023 |
Tata Motors (TTMT IN) : Strong performance across businesses - BUY (Maintain) |
India |
Saksham Kaushal |
|
| 13-May-2023 |
Vedanta Ltd Q4FY24: Awaiting volume growth; Rising debt to impact earnings. (Maintain Neutral) |
India |
Vaibhav Agarwal |
|
| 13-May-2023 |
Colgate Palmolive (CLGT IN) 4QFY23 Result Update: Execution important for re-rating ; Maintain SELL with TP of Rs. 1,375/- |
India |
Vishal Gutka |
|
| 12-May-2023 |
Sapphire Foods India Ltd (SAPPHIRE IN) 4QFY23 Result Update: Negative operating leverage drags margin ; Maintain BUY with TP of Rs.1,550/ |
India |
Vishal Gutka |
|
| 12-May-2023 |
CPI, IIP : Inflation moderated, weak IIP; RBI to stay put |
India |
Anjali Verma |
|
| 12-May-2023 |
Manappuram FInance (MGFL IN): More questions than answers |
India |
Shubhranshu Mishra |
|
| 12-May-2023 |
Lupin - All eyes on gSpiriva launch; Maintain Neutral rating with TP Rs 720 |
India |
Surya Patra |
|
| 11-May-2023 |
Godrej Consumer Products (GCPL IN) 4QFY23 Result Update: On right track ; Maintain BUY with TP of Rs. 1,125/ |
India |
Vishal Gutka |
|
| 11-May-2023 |
Eicher Motors (EIM IN) : Exports and RM drives margins - BUY (Maintain) |
India |
Saksham Kaushal |
|
| 11-May-2023 |
Asian Paints (APNT IN) 4QFY23 Result Update: Make the hay while the sun shines ; Downgrade to NEUTRAL with Revised TP of Rs. 3,200/ |
India |
Vishal Gutka |
|
| 11-May-2023 |
Siemens Q2FY23: All-round strong performance (Maintain BUY) |
India |
Umesh Raut |
|
| 11-May-2023 |
Ratnamani Metals & Tubes Q4FY23: Volume driven growth story to continue; Positive outlook Intact (Maintain Buy) |
India |
Vikash Singh |
|
| 11-May-2023 |
HG Infra Engineering 4QFY23 update - Strong growth; Stable margins; Story intact |
India |
Vikram Suryavanshi |
|
| 11-May-2023 |
MF Tracker (Apr) - Dip in net flows; buying in Financials/ Industrials; selling in IT |
India |
Anjali Verma |
|
| 11-May-2023 |
SRF Ltd - Outperformance in Core Chemicals continues; Maintain BUY with TP Rs 3050 |
India |
Surya Patra |
|
| 11-May-2023 |
Dr Reddys Labs (DRRD IN): gRevlimid cashflow drives qualitative growth ahead; BUY with upward revised TP of Rs 6000 |
India |
Surya Patra |
|
| 10-May-2023 |
Larsen & Toubro Q4FY23: Riding the strong momentum in capex cycle (Maintain BUY) |
India |
Umesh Raut |
|
| 10-May-2023 |
Escorts Kubota Ltd (ESC IN) - Margin improvement due to favorable RM: Neutral (Maintain) |
India |
Saksham Kaushal |
|
| 10-May-2023 |
Apollo Tyres (APTY IN) - Strong quarter but positives priced in : Neutral (Maintain) |
India |
Saksham Kaushal |
|
| 10-May-2023 |
Aarti Industries - Macro concerns weigh on earnings outlook; Downgrade to Neutral with reduced TP of Rs 600 |
India |
Surya Patra |
|
| 09-May-2023 |
Kalpataru Power (KPP IN): Strong execution growth to offset slower margin recovery (Maintain BUY) |
India |
Umesh Raut |
|
| 09-May-2023 |
Westlife Foodworld Ltd (WLDL IN) 4QFY23 Result Update: Accelerated store expansion weighs on profitability ; Maintain BUY with TP of Rs. 890/ |
India |
Vishal Gutka |
|
| 09-May-2023 |
IT Services - Macros clouding outlook; TCVs, pipelines remain healthy |
India |
Karan Uppal |
|
| 09-May-2023 |
UPL Ltd Q4FY23 - May 2023 |
India |
Harmish Desai |
|
| 08-May-2023 |
ABFRL - Debt levels to remain elevated post TCNS acquisition |
India |
Ankit Kedia |
|
| 08-May-2023 |
Indian Bank (INBK IN) - Below Expectation – Moderated Outlook |
India |
Manish Agarwalla |
|
| 08-May-2023 |
Equitas SFB (EQUITASB IN) - Banking on growth – unlocking the full potential |
India |
Manish Agarwalla |
|
| 07-May-2023 |
ABB India (ABB IN): Optimism reverberating (Neutral (Maintain) |
India |
Umesh Raut |
|
| 07-May-2023 |
Bharat Forge (BHFC IN) : Margins impacted due to one-offs - BUY (Maintain) |
India |
Saksham Kaushal |
|
| 07-May-2023 |
Hero MotoCorp (HMCL IN): Strong quarter, launch season ahead - BUY (Upgrade) |
India |
Saksham Kaushal |
|
| 07-May-2023 |
Ceat Ltd (CEAT IN): Margins recovery as RM softens - Neutral (Maintain) |
India |
Saksham Kaushal |
|
| 06-May-2023 |
Marico Ltd (MRCO IN) 4QFY23 Result Update: Benign RM index to drive volume growth and margin recovery in FY24 ; Maintain NEUTRAL with TP of Rs. 525 |
India |
Vishal Gutka |
|
| 05-May-2023 |
Britannia Industries (BRIT IN) 4QFY23 Result Update: Must have cookie in one’s palate ; Maintain High Conviction BUY with Revised TP of Rs. 5,600/ |
India |
Vishal Gutka |
|
| 05-May-2023 |
DCB Bank (DCBB IN) - Strong overall performance |
India |
Manish Agarwalla |
|
| 04-May-2023 |
HDFC Ltd (HDFC IN) - NIM shines, asset quality improves |
India |
Manish Agarwalla |
|
| 04-May-2023 |
Cholamandalam Finance (CIFC IN): Management upbeat on growth in FY24E |
India |
Shubhranshu Mishra |
|
| 04-May-2023 |
TVS Motor (TVSL IN): Improved mix drives double digit margins - BUY (Maintain) |
India |
Saksham Kaushal |
|
| 04-May-2023 |
KEC International (KECI IN): Margin to revive slower than expectation (Neutral (Maintain) |
India |
Umesh Raut |
|
| 04-May-2023 |
Bajaj Consumer Care (BAJAJCON IN) 4QFY23 Result Update: Consistency in performance key for valuation re-rating ; Maintain NEUTRAL rating with Revised TP of Rs. 180 |
India |
Vishal Gutka |
|
| 04-May-2023 |
Dabur India (DABUR IN) 4QFY23 Result Update: Struggling to find new vectors of growth ; Downgrade to NEUTRAL with Revised TP of Rs.565/- |
India |
Vishal Gutka |
|
| 03-May-2023 |
Macro & Strategy (Monthly): PCI Index rebound due to year-end facto |
India |
Anjali Verma |
|
| 03-May-2023 |
WIT (2 May): Mixed signals; Focus on Fed policy tonight |
India |
Anjali Verma |
|
| 03-May-2023 |
Sona BLW PF Ltd (SONACOMS IN): Continues to deliver, despite challenges - BUY (Maintain) |
India |
Saksham Kaushal |
|
| 03-May-2023 |
Titan Company (TTAN IN) 4QFY23 Result Update: Solid operating performance; however, margins to drift downwards in FY24; Maintain BUY with Revised TP of Rs. 3,000/ |
India |
Vishal Gutka |
|
| 03-May-2023 |
Ambuja Cements (ACEM IN) - Downgrade to Neutral - PO Rs400 |
India |
Vaibhav Agarwal |
|
| 03-May-2023 |
Tata Steel Q4FY23: Indian operations to remain healthy; Europe has bottomed out (Upgrade to Buy) |
India |
Vikash Singh |
|
| 03-May-2023 |
ACC Ltd (ACC IN) - Maintain BUY - PO Rs2300 |
India |
Vaibhav Agarwal |
|
| 01-May-2023 |
M&M Financial services (MMFS IN): Lower than expected credit costs buoyed profit |
India |
Shubhranshu Mishra |
|
| 01-May-2023 |
Atul Ltd - Growth as well as margin concerns continue; Maintain Neutral with lowered TP of Rs 6200 |
India |
Surya Patra |
|
| 30-Apr-2023 |
Kotak Mahindra Bank (KMB IN) - Stellar performance, but not sustainable |
India |
Manish Agarwalla |
|
| 29-Apr-2023 |
UltraTech Cement (UTCEM IN): Maintain BUY - PO Rs9,200 |
India |
Vaibhav Agarwal |
|
| 29-Apr-2023 |
Wipro 4QFY23 - Modest results; Weak guidance; Outlook remains uncertain - Maintain NEUTRAL |
India |
Karan Uppal |
|
| 28-Apr-2023 |
Agro Tech Foods (ATFL IN) 4QFY23 Result Update: All eyes on Food business performance going ahead ; Maintained NEUTRAL rating with Revised TP of Rs 700 |
India |
Vishal Gutka |
|
| 28-Apr-2023 |
Mphasis 4QFY23 - Muted Growth; Stable Margins; Risk Reward favorable - Maintain BUY |
India |
Karan Uppal |
|
| 28-Apr-2023 |
Shriram Finance (SHFL IN): PAT miss due to merger related intangible asset impairment |
India |
Shubhranshu Mishra |
|
| 28-Apr-2023 |
LTIMindtree Ltd Q4FY23: Mixed results; Strong TCV; Outlook Positive - Maintain BUY |
India |
Karan Uppal |
|
| 27-Apr-2023 |
Hindustan Unilever Ltd (HUVR IN) 4QFY23 Result Update: Weak operating performance; all eyes on demand and margin recovery ; Maintain BUY with Revised TP of Rs. 2,900 |
India |
Vishal Gutka |
|
| 27-Apr-2023 |
KPIT Tech Q4FY23: Continues to Deliver Strong Performance; Valuations Full |
India |
Karan Uppal |
|
| 27-Apr-2023 |
Trent: Weak operational performance; solid cashflow management |
India |
Ankit Kedia |
|
| 27-Apr-2023 |
Axis Bank (AXSB IN) - Working towards sustainability |
India |
Manish Agarwalla |
|
| 27-Apr-2023 |
Shoppers Stop: Offline, private label and beauty expansion to fuel growth |
India |
Ankit Kedia |
|
| 27-Apr-2023 |
Dalmia Bharat (DALBHARA IN) - Maintain BUY (PO Rs2,250) |
India |
Vaibhav Agarwal |
|
| 27-Apr-2023 |
Coforge 4QFY23 - Strong growth; Stable Margins; Outlook remains bright – Maintain BUY |
India |
Karan Uppal |
|
| 27-Apr-2023 |
VST Industries Limited (VST IN) 4QFY23: Result Update - Rationalization of trade schemes and weak positioning in RSFT segment drags profitability |
India |
Vishal Gutka |
|
| 26-Apr-2023 |
Bajaj Finance (BAF IN): Value growth to lead volume growth in FY24 |
India |
Shubhranshu Mishra |
|
| 26-Apr-2023 |
L&T Technology Services 4QFY23 - Decent results; Inline organic guidance; SWC overhang remains– Maintain NEUTRAL |
India |
Karan Uppal |
|
| 26-Apr-2023 |
Tata Consumer Products Ltd (TATACONS IN) 4QFY23 Result Update: Healthy volume growth in domestic business coupled with recovery in International margins drives beat in earnings |
India |
Vishal Gutka |
|
| 26-Apr-2023 |
WIT (25 Apr): Overall buoyant activity |
India |
Anjali Verma |
|
| 26-Apr-2023 |
IPCA Laboratories - Unichem acquisition will not be EPS accretive till FY25: Maintain Neutral with lower TP Rs 800 |
India |
Surya Patra |
|
| 25-Apr-2023 |
Persistent 4QFY23 - Strong performance, Robust TCV, Outperformance to continue – Maintain BUY |
India |
Karan Uppal |
|
| 25-Apr-2023 |
Bajaj Auto (BJAUT IN) - Q4FY23 update - Higher ASP drives margin growth - Maintain Buy |
India |
Saksham Kaushal |
|
| 25-Apr-2023 |
Mahindra Logistics 4QFY23 Update - Expanding portfolio for integrated services |
India |
Vikram Suryavanshi |
|
| 25-Apr-2023 |
Nestle India (NEST IN) 1QCY23: Result Update - Strong operating performance ; Maintain BUY with TP of Rs 23,000 (65x Mar-25 EPS |
India |
Vishal Gutka |
|
| 24-Apr-2023 |
Indusind Bank (IIB IN) - Focus on granular growth |
India |
Manish Agarwalla |
|
| 24-Apr-2023 |
ICICI Bank (ICICIBC IN) - Strong Outperformance |
India |
Manish Agarwalla |
|
| 22-Apr-2023 |
Hindustan Zinc Q4FY23: Dividend story largely over; Moderate volume growth guidance (Maintain Sell) |
India |
Vikash Singh |
|
| 21-Apr-2023 |
Tech Mahindra 4QFY23 - Modest results; Weak Margins; Concerns on Growth Remain- |
India |
Karan Uppal |
|
| 19-Apr-2023 |
Maruti Suzuki (MSIL IN): Near-term production challenges to remain (Maintain BUY) |
India |
Saksham Kaushal |
|
| 16-Apr-2023 |
HDFC Bank (HDFCB IN) - Below expectation, Opex elevates |
India |
Manish Agarwalla |
|
| 14-Apr-2023 |
WIT (11 Apr): Mixed signals in activity |
India |
Anjali Verma |
|
| 14-Apr-2023 |
Infosys Q4FY23 - Weak Results and Guidance impacted by macro pain |
India |
Karan Uppal |
|
| 13-Apr-2023 |
CPI, IIP : Inflation subsides; IIP sustains decent growth; RBI should be on pause |
India |
Anjali Verma |
|
| 13-Apr-2023 |
TCS 4QFY23 - Near term outlook weak; Strong TCVs to help recovery in H2 – Maintain BUY |
India |
Karan Uppal |
|
| 11-Apr-2023 |
ABB India - CY22 AR Review: Playing on a more sustainable and resource-efficient future (Maintain NEUTRAL) |
India |
Umesh Raut |
|
| 10-Apr-2023 |
Pharmaceuticals Q4FY23 Preview: gRevlimid & Domestic growth are key; Top result picks: Positive: CIPLA, ZYDUSLIF, DRRD; Negative: DIVI |
India |
Surya Patra |
|
| 10-Apr-2023 |
Specialty Chemicals Q4FY23 Preview: Sequential recovery in earnings visible; Top results picks: VO, SRF, CFIN: |
India |
Surya Patra |
|
| 10-Apr-2023 |
Agriculture Inputs: Q4FY23 preview - Channel Inventory concern persists; fertiliser subsidy payments timely |
India |
Harmish Desai |
|
| 08-Apr-2023 |
Metals 4QFY23 Results Preview - Better realisations to drive operating |
India |
Vikash Singh |
|
| 06-Apr-2023 |
PC-Strategy: Q4FY23 Earnings Preview: Expectedly Softening momentum – Cyclicals continue to fare |
India |
Anjali Verma |
|
| 06-Apr-2023 |
Consumer & Retail sector 4QFY23 Preview Update: RM pressure abating; El-Nino intensity to be keenly watched |
India |
Vishal Gutka |
|
| 05-Apr-2023 |
Financials Preview - Earnings strong but outlook uncertain |
India |
Manish Agarwalla |
|
| 05-Apr-2023 |
WIT (4 Apr): Improvement in activity; Focus on RBI policy |
India |
Anjali Verma |
|
| 04-Apr-2023 |
Hindalco Investors Day 2023 Update: Worst over for Novelis; Fined tuned capex to manage leverage (Maintain Buy) |
India |
Vikash Singh |
|
| 04-Apr-2023 |
Welspun Corp Update: Sintex BAPL acquisition to be EPS accretive (Maintain Buy) |
India |
Vikash Singh |
|
| 03-Apr-2023 |
IT Services - Q4FY23 Preview: Soft quarter impacted by seasonality and weak macro |
India |
Karan Uppal |
|
| 03-Apr-2023 |
Macro & Strategy (Monthly): Third successive month of sequential correction in PCI Index |
India |
Anjali Verma |
|
| 31-Mar-2023 |
Aarti Industries - Benefits of executed capex ensures quality earnings; BUy with TP Rs 750 |
India |
Surya Patra |
|
| 30-Mar-2023 |
QSR : Sector Update - Demand slowdown to start weighing on growth and valuations |
India |
Vishal Gutka |
|
| 28-Mar-2023 |
HG Infra Engineering - Company Update : Strong growth trajectory Maintain BUY |
India |
Vikram Suryavanshi |
|
| 24-Mar-2023 |
Metals Monthly Wrap - March 2023 |
India |
Vikash Singh |
|
| 24-Mar-2023 |
Accenture 2QFY23: Outsourcing growth & bookings remains strong: +ve for Indian IT |
India |
Karan Uppal |
|
| 23-Mar-2023 |
P&G Home Products Pvt Ltd (NOT RATED) - UNLISTED COMPANY UPDATE: Battle on all fronts |
India |
Vishal Gutka |
|
| 22-Mar-2023 |
WIT (21 Mar): Mixed signals; Momentum to remain soft |
India |
Anjali Verma |
|
| 20-Mar-2023 |
Logistics monthly update - Major ports and Container volume for Feb 2023 |
India |
Vikram Suryavanshi |
|
| 16-Mar-2023 |
Rohit Surfactants Pvt Ltd (RSPL) - NOT RATED: Unlisted Company Update- Ghadi: Come for value, stay for quality |
India |
Vishal Gutka |
|
| 15-Mar-2023 |
WIT (14 Mar): Slightly tepid for the second successive week |
India |
Anjali Verma |
|
| 15-Mar-2023 |
LTIMindtree Ltd (LTIM IN) - Analyst Meet Takeaways (Maintain BUY) |
India |
Karan Uppal |
|
| 14-Mar-2023 |
FY24-25 Macro and Strategy Outlook: Tepid economic and equity momentum; bullish on India long-term |
India |
Anjali Verma |
|
| 14-Mar-2023 |
CPI Inflation: Eased moderately; still above RBI’s tolerance band |
India |
Anjali Verma |
|
| 13-Mar-2023 |
MF Tracker (Feb) - Strong net flows continued; buying in Oil & Gas; selling in Metals |
India |
Anjali Verma |
|
| 08-Mar-2023 |
WIT (7 Mar): A tad soft economic activity |
India |
Anjali Verma |
|
| 06-Mar-2023 |
Debunking El Niño - Agri Sector Update |
India |
Harmish Desai |
|
| 27-Feb-2023 |
Agrochemical Conference - Key Takeaways |
India |
Harmish Desai |
|
| 27-Feb-2023 |
Agrochemical Conference - Key Takeaways |
India |
Harmish Desai |
|
| 23-Feb-2023 |
Metals Monthly Wrap - February 202 |
India |
Vikash Singh |
|
| 22-Feb-2023 |
WIT (21 Feb): HFD remains strong |
India |
Anjali Verma |
|
| 20-Feb-2023 |
Logistics monthly update - Major ports and container rail volume |
India |
Vikram Suryavanshi |
|
| 20-Feb-2023 |
Retail: Q3FY23 result review |
India |
Ankit Kedia |
|
| 20-Feb-2023 |
Allcargo Logistics 3QFY23 Update - De-merger to create shareholder value Upgrade to BUY |
India |
Vikram Suryavanshi |
|
| 17-Feb-2023 |
Infrastructure - Q3FY23 - The ‘order-book-keeper’ – Momentum continues |
India |
Vikram Suryavanshi |
|
| 17-Feb-2023 |
Shree Cement (SRCM IN) - Maintain Buy - PO Rs28,500 |
India |
Vaibhav Agarwal |
|
| 17-Feb-2023 |
Dalmia Bharat (DALBHARA IN) - Upgrade to Buy - PO Rs2,250 |
India |
Vaibhav Agarwal |
|
| 17-Feb-2023 |
JK Cement Ltd (JKCE IN) - Maintain Buy - PO Rs3,300 |
India |
Vaibhav Agarwal |
|
| 17-Feb-2023 |
Ambuja Cements - Upgrade to Buy - PO Rs410 |
India |
Vaibhav Agarwal |
|
| 17-Feb-2023 |
Mangalam Cement (MGC IN) - Maintain Buy - PO Rs475 |
India |
Vaibhav Agarwal |
|
| 17-Feb-2023 |
JK Lakshmi Cement (JKLC IN) - Maintain Buy - PO Rs1,000 |
India |
Vaibhav Agarwal |
|
| 17-Feb-2023 |
Sanghi Industries (SNGI IN) - Maintain Neutral - PO Rs60 |
India |
Vaibhav Agarwal |
|
| 17-Feb-2023 |
IPCA Laboratories - Hurt by cost pressure; Expects margin recovery in FY24; Maintain Neutral with TP Rs 880 |
India |
Surya Patra |
|
| 17-Feb-2023 |
HeidelbergCement India Ltd (HEIM IN) - Maintain Buy - PO Rs225 |
India |
Vaibhav Agarwal |
|
| 16-Feb-2023 |
Nestle India (NEST IN) 4QCY22: Quarterly Result Update - Long term structural story to outweigh near term concerns ; Maintain BUY with TP of Rs.22,000/ |
India |
Vishal Gutka |
|
| 16-Feb-2023 |
Strategy: Public-Private Capex Partnership - Alternative Tech, PLIs, and Infrastructure push to drive growth |
India |
Anjali Verma |
|
| 16-Feb-2023 |
Biocon - Trades at a rock-bottom valuation; Maintain BUy with TP Rs 350 |
India |
Surya Patra |
|
| 15-Feb-2023 |
PI Industries Q3FY23 Result Review; Strong exports contributed in overall margin expansion |
India |
Harmish Desai |
|
| 15-Feb-2023 |
Bata India: Mass category continues to impact revenue growth |
India |
Ankit Kedia |
|
| 15-Feb-2023 |
NMDC Q3FY23 Result Update- Higher Iron ore realizations to drive earning |
India |
Vikash Singh |
|
| 15-Feb-2023 |
REPCO 3QFY23 result update: Rate hikes led to spread increase |
India |
Shubhranshu Mishra |
|
| 15-Feb-2023 |
SAIL Q3FY23: Trading at attractive valuations. (Maintain Buy) |
India |
Vikash Singh |
|
| 15-Feb-2023 |
Ahluwalia Contracts - Q3FY23 - Modest results; Margins appear to be trending to lower levels - Maintain BUY |
India |
Vikram Suryavanshi |
|
| 15-Feb-2023 |
PNC Infratech Ltd - Q3FY23 - Stable margins – Overall inline; Thesis intact - Maintain BUY |
India |
Vikram Suryavanshi |
|
| 15-Feb-2023 |
Camlin Fine Sciences: Italy’s energy crisis bygone; Vanillin drives value growth: Maintain BUY with TP Rs 230 |
India |
Surya Patra |
|
| 15-Feb-2023 |
WIT (14 Feb): Persisting strength in economic activity |
India |
Anjali Verma |
|
| 14-Feb-2023 |
Power Finance Corporation (POWF IN) - Core earnings muted, asset quality improves |
India |
Manish Agarwalla |
|
| 14-Feb-2023 |
Siemens - Company Update: Multiple growth levers at play (Maintain BUY) |
India |
Umesh Raut |
|
| 14-Feb-2023 |
Bharat Forge (BHFC IN) - Q3FY23 update - New order wins encouraging - Maintain Buy |
India |
Saksham Kaushal |
|
| 14-Feb-2023 |
G R Infraprojects Ltd - Q3FY23 - Modest growth; Soft margins; Growth concerns remain - Maintain Neutral |
India |
Vikram Suryavanshi |
|
| 14-Feb-2023 |
Eicher Motors (EIM IN) - Q3FY23 update - New launches aiding volumes - Maintain Buy |
India |
Saksham Kaushal |
|
| 14-Feb-2023 |
Balkrishna Industries Ltd (BIL IN) - Q3FY23 update - Sharp stock price correction discounts the negatives - Maintain Buy |
India |
Saksham Kaushal |
|
| 13-Feb-2023 |
Thermax Q3FY23: Base ordering momentum remains robust (Upgrade to BUY |
India |
Umesh Raut |
|
| 13-Feb-2023 |
Ratnamani Metals & Tubes Q3FY23: Best ever quarterly performance; Positive outlook intact (Maintain Buy) |
India |
Vikash Singh |
|
| 13-Feb-2023 |
CPI Inflation: Closer to our expectation; Back above RBI’s tolerance level |
India |
Anjali Verma |
|
| 13-Feb-2023 |
MF Tracker (Jan) - Strong net flows; buying in Autos; selling in Financials |
India |
Anjali Verma |
|
| 12-Feb-2023 |
Aurobindo Pharma: Earning challenges priced-in; Potential buy-back helps; Maintain BUY with TP Rs 640 |
India |
Surya Patra |
|
| 12-Feb-2023 |
Lupin - Deferred launch of gSpiriva hurts FY23 earnings; Maintain Neutral with lowered TP Rs 640 |
India |
Surya Patra |
|
| 12-Feb-2023 |
Mahindra & Mahindra (MM IN) - Q3FY23 update - Another quarter of improving performance - Maintain Buy |
India |
Saksham Kaushal |
|
| 12-Feb-2023 |
Nalco Q3FY23: Risk reward turning favorable; Performance set to improve (Upgrade to Buy) |
India |
Vikash Singh |
|
| 10-Feb-2023 |
KNR Construction Q3FY23 Update - Modest results; focus on quality orders Maintain BUY |
India |
Vikram Suryavanshi |
|
| 10-Feb-2023 |
Bajaj Consumer Care (BAJAJCON IN) 3QFY23 Result Update: Weak demand environment continues to persist in rural market - Maintain NEUTRAL with Revised TP of Rs. 149 |
India |
Vishal Gutka |
|
| 09-Feb-2023 |
Pennar Industries Q3FY23 Update - Benefit of broad-based recovery Maintain BUY |
India |
Vikram Suryavanshi |
|
| 09-Feb-2023 |
Cummins India Q3FY23: Confluence of tailwinds (Maintain BUY) |
India |
Umesh Raut |
|
| 09-Feb-2023 |
Page Industries: Muted demand, high cost inventory impacts profitability |
India |
Ankit Kedia |
|
| 09-Feb-2023 |
Hindalco Q3FY23: Cost pressure behind; Performance set to improve going forward (Maintain Buy) |
India |
Vikash Singh |
|
| 09-Feb-2023 |
HG Infra Q3FY23 - Strong growth; Stable margins; Story intact - Maintain BUY (PhillipCapital India) |
India |
Vikram Suryavanshi |
|
| 09-Feb-2023 |
Sapphire Foods India Ltd (SAPPHIRE IN) 3QFY23: Sri Lanka business dragged overall margin ; Maintain BUY with Revised TP of Rs. 1,600/- |
India |
Vishal Gutka |
|
| 09-Feb-2023 |
Devyani International Ltd (DEVYANI IN) 3QFY23: Demand environment remains weak ; Maintain NEUTRAL with Revised TP of Rs. 165/ |
India |
Vishal Gutka |
|
| 09-Feb-2023 |
Endurance Technologies (ENDU IN) - Q3FY23 update - Margins to improve with transmission of lower RM costs - Maintain Buy |
India |
Saksham Kaushal |
|
| 09-Feb-2023 |
Kalpataru Power Q3FY23: Strong inflows improving growth visibility (Maintain BUY |
India |
Umesh Raut |
|
| 09-Feb-2023 |
NCC Ltd (NJCC IN) Q3FY23 - Strong execution with margins improvement - Maintain BUY |
India |
Vikram Suryavanshi |
|
| 08-Feb-2023 |
Trent - Robust topline growth partially offset by margin dilution |
India |
Ankit Kedia |
|
| 08-Feb-2023 |
Chambal Fertiliser Q3FY23 - Feb 2023 |
India |
Harmish Desai |
|
| 08-Feb-2023 |
Hero MotoCorp (HMCL IN) - Q3FY23 update - Investments in EV business a drag on margins - Maintain Neutral |
India |
Saksham Kaushal |
|
| 08-Feb-2023 |
Escorts Kubota Ltd (ESCORTS IN) - Q3FY23 update - Margin weakness continues despite recovering market share - Maintain Neutral |
India |
Saksham Kaushal |
|
| 08-Feb-2023 |
WIT (7 Feb): Economic activity remains buoyant |
India |
Anjali Verma |
|
| 08-Feb-2023 |
Aegis Logistics 3QFY23 Update - Capex to drive growth together with Joint venture Downgrade to Sell |
India |
Vikram Suryavanshi |
|
| 08-Feb-2023 |
Monetary Policy: RBI closer to a pause but rates to remain elevated |
India |
Anjali Verma |
|
| 08-Feb-2023 |
MUTH 3QFY23 result update: Spread expansion, growth elusive as south India has slowed |
India |
Shubhranshu Mishra |
|
| 08-Feb-2023 |
LICHF 3QFY23 result update: Increased provisioning to maintain PCR at ~50%+ |
India |
Shubhranshu Mishra |
|
| 07-Feb-2023 |
V-Mart Retail: Long road to recovery, Downgrade to Neutral |
India |
Ankit Kedia |
|
| 07-Feb-2023 |
Indo Count Industries 3QFY23 Update - Volume and fixed cost impact in short term Maintain BUY |
India |
Vikram Suryavanshi |
|
| 07-Feb-2023 |
Tata Steel Q3FY23: Performance bottomed out; Europe pain to ease by 2HFY24 (Maintain Neutral) |
India |
Vikash Singh |
|
| 07-Feb-2023 |
ABFRL: Significantly high one-time ad spends dent margins |
India |
Ankit Kedia |
|
| 07-Feb-2023 |
Vinati Organics Ltd - Healthy operating performance in difficult times; Upgrade to BUY with raised TP Rs 2200 |
India |
Surya Patra |
|
| 07-Feb-2023 |
Coromandel International Q3FY23 - Feb 2023 |
India |
Harmish Desai |
|
| 07-Feb-2023 |
Aarti Industries - Steady core performance amidst challenges; Maintain BUY with TP Rs 750 |
India |
Surya Patra |
|
| 06-Feb-2023 |
Apollo Tyres (APTY IN) - Q3FY23 Update - Improving returns but weaker outlook - Maintain Neutral |
India |
Saksham Kaushal |
|
| 05-Feb-2023 |
Bank of Baroda (BOB IN) - Strong Performance |
India |
Manish Agarwalla |
|
| 05-Feb-2023 |
Divis Laboratories - Weak margins and near-term outlook concern us; Downgrade to Neutral with lowered TP Rs 2900 |
India |
Surya Patra |
|
| 05-Feb-2023 |
Zydus Lifesciences Ltd - Steady improvement in core operations; Maintain BUy with TP Rs 530 |
India |
Surya Patra |
|
| 04-Feb-2023 |
MMFS 3QFY23 result update: Lower than expected credit costs buoyed profit |
India |
Shubhranshu Mishra |
|
| 04-Feb-2023 |
MGFL 3QFY23 result update: Spreads stabilizing, focus on non-gold growth in near-term |
India |
Shubhranshu Mishra |
|
| 04-Feb-2023 |
State Bank of India (SBIN IN) - Strong beat on all parameters |
India |
Manish Agarwalla |
|
| 04-Feb-2023 |
ITC Ltd (ITC IN) 3QFY23- Result Update: When it rains, it pours; Maintain BUY with Revised TP of Rs. 475/ |
India |
Vishal Gutka |
|
| 03-Feb-2023 |
India Cements Ltd - Upgrade to Neutral (PO Rs200) |
India |
Vaibhav Agarwal |
|
| 03-Feb-2023 |
Marico Ltd (MRCO IN) 3QFY23 - Result Update: Nothing much to be gung-ho about; Maintain NEUTRAL with TP of Rs. 460/ |
India |
Vishal Gutka |
|
| 03-Feb-2023 |
Star Cement - Maintain BUY (PO Rs135) |
India |
Vaibhav Agarwal |
|
| 03-Feb-2023 |
Emami (HMN IN) 3QFY23- Result Update - Delayed winter, adverse mix weighs on profitability ; Maintain BUY with Revised TP of Rs. 485/ |
India |
Vishal Gutka |
|
| 03-Feb-2023 |
Macro & Strategy (Monthly): PCI dips as equities correct; Macro/industrial data positive |
India |
Anjali Verma |
|
| 03-Feb-2023 |
Welspun Corp Q3FY23: Improved performance from all segment; Outlook intact (Maintain Buy) |
India |
Vikash Singh |
|
| 03-Feb-2023 |
Tata Consumer Products Ltd (TATACONS IN) 3QFY23- Result Update: International business drags otherwise strong domestic operating performance ; Maintain BUY with Revised TP of Rs. 860/ |
India |
Vishal Gutka |
|
| 02-Feb-2023 |
Titan Company (TTAN IN) 3QFY23: Result Update - Weak no’s; however, Uptick in Jan sales sprung up surprise ; Maintain BUY with Revised TP of Rs. 2,700 |
India |
Vishal Gutka |
|
| 02-Feb-2023 |
IT Services - TCVs and commentaries indicate resilient underlying demand |
India |
Karan Uppal |
|
| 02-Feb-2023 |
Dabur India (DABUR IN) 3QFY23: Result Update - Rationalization of Ads spend drives marginal beat in earnings ; Maintain BUY with Revised TP of Rs. 615/ |
India |
Vishal Gutka |
|
| 02-Feb-2023 |
HDFC Ltd (HDFC IN) - Non individual book declines, asset quality improves |
India |
Manish Agarwalla |
|
| 02-Feb-2023 |
Mahindra Logistics 3QFY23 update - Expanding portfolio for integrated services Maintain BUY |
India |
Vikram Suryavanshi |
|
| 02-Feb-2023 |
Ashok Leyland (AL IN) - Q3FY23 update - Margins recover on favorable RM prices - Maintain Neutral |
India |
Saksham Kaushal |
|
| 02-Feb-2023 |
Bharat Electronics Q3FY23: Back on the radar with guidance of bumper ordering in Q4 (Maintain BUY |
India |
Umesh Raut |
|
| 02-Feb-2023 |
PC-WIT (31 Jan): Stronger economic activity |
India |
Anjali Verma |
|
| 02-Feb-2023 |
Britannia Industries (BRIT IN) 3QFY23: Result Update- Strong operating performance ; Maintain BUY with Revised TP of Rs. 5,400 |
India |
Vishal Gutka |
|
| 02-Feb-2023 |
SHFL 3QFY23 result update: Merger related fair value adjustment led to higher PAT |
India |
Shubhranshu Mishra |
|
| 02-Feb-2023 |
CIFC 3QFY23 result update: Growth back in all segments |
India |
Shubhranshu Mishra |
|
| 01-Feb-2023 |
KPIT Tech Q3FY23: Continues to Deliver Strong Performance; But All’s Priced-in |
India |
Karan Uppal |
|
| 01-Feb-2023 |
Jubilant Foodworks (JUBI IN) 3QFY23: Result Update - Subdued demand environment weighs on profitability ; Maintain NEUTRAL with Revised TP of Rs. 500/- |
India |
Vishal Gutka |
|
| 01-Feb-2023 |
Union Budget 2023-24 - Largely as expected; Capex, sustainability – Core focus |
India |
Anjali Verma |
|
| 01-Feb-2023 |
ACC Ltd - Maintain Buy - PO - Rs2,600 |
India |
Vaibhav Agarwal |
|
| 01-Feb-2023 |
Sun Pharma - Margin challenges crept in; Downgrade to Neutral with TP Rs 1000 |
India |
Surya Patra |
|
| 31-Jan-2023 |
SRF Ltd - Consistent value growth in core chemicals excites; BUY with raised TP Rs 3150 |
India |
Surya Patra |
|
| 31-Jan-2023 |
Jindal Steel & Power Q3FY23: Positives largely factored in (Maintain Neutral) |
India |
Vikash Singh |
|
| 31-Jan-2023 |
Godrej Consumer Products (GCPL IN) 3QFY23 Result Update: On right track ; Maintain with Revised TP of Rs. 1,075 |
India |
Vishal Gutka |
|
| 31-Jan-2023 |
Westlife Development Ltd (WLDL IN) 3QFY23: Result Update - All guns blazing ; Maintain BUY with Revised TP of Rs. 890/ |
India |
Vishal Gutka |
|
| 31-Jan-2023 |
UPL Ltd Q3FY23 - Jan 2023 |
India |
Harmish Desai |
|
| 31-Jan-2023 |
VRL Logistics 3QFY23 Update - Capitalizing volume growth opportunity Maintain BUY |
India |
Vikram Suryavanshi |
|
| 31-Jan-2023 |
REC Ltd (RECL IN) - Disbursement picking up |
India |
Manish Agarwalla |
|
| 30-Jan-2023 |
TCI Ltd 3QFY23 Update - Recovery across segments Upgrade to BUY |
India |
Vikram Suryavanshi |
|
| 30-Jan-2023 |
Jindal SAW Q3FY23: Record quarterly performance; Earning visibility remain strong (Maintain Buy) |
India |
Vikash Singh |
|
| 30-Jan-2023 |
TechM 3QFY23 - Modest results; Concerns on Growth Remain |
India |
Karan Uppal |
|
| 30-Jan-2023 |
Larsen & Toubro Q3FY23: Strong delivery on order inflows, execution & cash flows (Maintain BUY) |
India |
Umesh Raut |
|
| 30-Jan-2023 |
DCB Bank (DCBB IN) - Growth gaining momentum |
India |
Manish Agarwalla |
|
| 29-Jan-2023 |
BAF 3QFY23 result update: New businesses add to the growth story till FY27E |
India |
Shubhranshu Mishra |
|
| 27-Jan-2023 |
Vedanta Q3FY23: Dividend yield story may be reaching at the fag end (Maintain Neutral) |
India |
Vikash Singh |
|
| 26-Jan-2023 |
Agro Tech Foods (ATFL IN) 3QFY23: Result Update - Rich valuations do not provide adequate margin of safety ; Downgrade to NEUTRAL with Revised TP of Rs. 900/- |
India |
Vishal Gutka |
|
| 26-Jan-2023 |
Indian Bank (INBK IN) - Strong all-round performance |
India |
Manish Agarwalla |
|
| 26-Jan-2023 |
Dr Reddys Laboratories - The biggest beneficiaries of gRevlimid amongst peers; BUY with raised TP Rs5,500 |
India |
Surya Patra |
|
| 26-Jan-2023 |
Cipla - Visible triggers priced-in; Maintain NEUTRAL with lowered TP Rs 1130 |
India |
Surya Patra |
|
| 25-Jan-2023 |
Ceat Ltd (CEAT IN) - Q3FY23 update - Demand tepid though margins improve - Maintain Neutral |
India |
Saksham Kaushal |
|
| 25-Jan-2023 |
Bajaj Auto (BJAUT IN) - Q3FY23 update - Improved mix aids performance, Exports still weak - Maintain Buy |
India |
Saksham Kaushal |
|
| 25-Jan-2023 |
Tata Motors (TTMT IN) - Q3FY23 update - Improving profitability across businesses - Maintain Buy |
India |
Saksham Kaushal |
|
| 25-Jan-2023 |
Colgate Palmolive (CLGT IN) 3QFY23 Result Update: Elongated road to recovery ; Maintain SELL with Revised TP of Rs. 1,225 |
India |
Vishal Gutka |
|
| 25-Jan-2023 |
Maharashtra Seamless Q3FY23: Good performance despite shutdown; Positive outlook intact (Maintain Buy) |
India |
Vikash Singh |
|
| 25-Jan-2023 |
Jindal Stainless Q3FY23: Guidance upgraded; volume led growth story intact (Maintain Buy) |
India |
Vikash Singh |
|
| 25-Jan-2023 |
Shoppers Stop : Sustained demand and strong retail expansion aid growth |
India |
Ankit Kedia |
|
| 25-Jan-2023 |
Concor 3QFY23 update : Support from domestic business Maintain BUY |
India |
Vikram Suryavanshi |
|
| 25-Jan-2023 |
Maruti Suzuki (MSIL IN) - Q3FY23 update - Favorable mix to drive margins - Maintain Buy |
India |
Saksham Kaushal |
|
| 25-Jan-2023 |
TVS Motor (TVSL IN) - Q3FY23 update - Double digit margins despite weak volumes - Maintain Buy |
India |
Saksham Kaushal |
|
| 25-Jan-2023 |
Sona BLW Precision Forgings Ltd (SONACOMS IN) - Q3FY23 Update - Continues to deliver new products - Maintain Buy |
India |
Saksham Kaushal |
|
| 25-Jan-2023 |
Gateway Distriparks 3QFY23 Update - Expanding reach Maintain BUY |
India |
Vikram Suryavanshi |
|
| 25-Jan-2023 |
PC-WIT (24 Jan): Resilient economy; Spotlight on Union Budget |
India |
Anjali Verma |
|
| 24-Jan-2023 |
Maharashtra Seamless Q3FY23: Good performance despite shutdown; Positive outlook intact (Maintain Buy) |
India |
Vikash Singh |
|
| 24-Jan-2023 |
Colgate Palmolive (CLGT IN) 3QFY23 Result Update: Elongated road to recovery ; Maintain SELL with Revised TP of Rs. 1,225/ |
India |
Vishal Gutka |
|
| 23-Jan-2023 |
UltraTech Cement (UTCEM IN) - Maintain BUY (PO Rs9,200) |
India |
Vaibhav Agarwal |
|
| 23-Jan-2023 |
Axis Bank (AXSB IN) - Margin surprises positivel |
India |
Manish Agarwalla |
|
| 23-Jan-2023 |
Atul Ltd - Growth and margin concerns are the key: Maintain Neutral with lowered TP of 7500 |
India |
Surya Patra |
|
| 22-Jan-2023 |
Kotak Mahindra Bank (KMB IN) - Margin tailwind offsets high opex |
India |
Manish Agarwalla |
|
| 21-Jan-2023 |
LTIMindtree Q3FY23 - Modest Q3 hurt by seasonality & one offs; Outlook Positive |
India |
Karan Uppal |
|
| 21-Jan-2023 |
ICICI Bank (ICICIBC IN) - Strong Outperformance |
India |
Manish Agarwalla |
|
| 21-Jan-2023 |
Bandhan Bank (BANDHAN IN EQUTY) - High slippage impacts NIM |
India |
Manish Agarwalla |
|
| 20-Jan-2023 |
Logistics monthly update - Major ports and container rail volume |
India |
Vikram Suryavanshi |
|
| 20-Jan-2023 |
JSW Steel Q3FY23: Margins improving but valuations are expensive (Downgrade to Sell) |
India |
Vikash Singh |
|
| 20-Jan-2023 |
Hindustan Zinc Q3FY23: Dividend story may be over if Zinc international purchase succeed (Downgrade to Sell) |
India |
Vikash Singh |
|
| 19-Jan-2023 |
Hindustan Unilever Ltd (HUVR IN) 3QFY23: Quarterly Result: All eyes on rural recovery; However, increase in royalty rates may act as near-term deterrent ; Maintain BUY with Revised TP of Rs. 3,100/ |
India |
Vishal Gutka |
|
| 19-Jan-2023 |
Asian Paints (APNT IN) 3QFY23: Quarterly Update - Targeting double digit volume growth in FY24 ; Maintain BUY with Revised TP of Rs. 3,200/- |
India |
Vishal Gutka |
|
| 18-Jan-2023 |
Indusind Bank (IIB IN) - Margin peaked out |
India |
Manish Agarwalla |
|
| 18-Jan-2023 |
Budget Preview: A tightrope walk between fiscal and elections |
India |
Anjali Verma |
|
| 18-Jan-2023 |
WIT (17 Jan): Stable economic activity; Credit offtake roaring |
India |
Anjali Verma |
|
| 17-Jan-2023 |
Grocery: Road to recovery |
India |
Ankit Kedia |
|
| 15-Jan-2023 |
Avenue Supermarts: Slow recovery in discretionary categories drags revenue & margins |
India |
Ankit Kedia |
|
| 15-Jan-2023 |
HDFC Bank (HDFCB IN) - Earnings in-line, NIM flat qoq |
India |
Manish Agarwalla |
|
| 14-Jan-2023 |
Wipro 3QFY23 - Mixed results; Weak guidance; Outlook remains uncertain |
India |
Karan Uppal |
|
| 13-Jan-2023 |
Cyient 3QFY23 - Strong performance; Portfolio Remains Volatile |
India |
Karan Uppal |
|
| 13-Jan-2023 |
Infosys 3QFY23 - Strong Growth, Inline Margins, Outlook remains positive |
India |
Karan Uppal |
|
| 13-Jan-2023 |
HCL Tech Q3FY23 - Strong performance led by P&P; Outlook remains uncertain |
India |
Karan Uppal |
|
| 12-Jan-2023 |
CPI, IIP : Inflation further softened; IIP rebounded – Boosting Macros |
India |
Anjali Verma |
|
| 11-Jan-2023 |
Sugar and Ethanol India Conference 2023 |
India |
Vikram Suryavanshi |
|
| 11-Jan-2023 |
WIT (10 Jan): Healthy economic activity |
India |
Anjali Verma |
|
| 10-Jan-2023 |
TCS 3QFY23 - Strong performance; Commentary remains positive – Maintain BUY |
India |
Karan Uppal |
|
| 09-Jan-2023 |
ESG: IT and Financial Services: IT further strengthens; Banks a tad bette |
India |
Anjali Verma |
|
| 06-Jan-2023 |
Strategy: Q3FY23 Earnings Preview: A tepid quarter; Margins likely to expand |
India |
Anjali Verma |
|
| 05-Jan-2023 |
PC Metals Q3FY23 Results Preview: Ferrous performance improving; Nonferrous to see another painful quarter |
India |
Vikash Singh |
|
| 05-Jan-2023 |
Financials - Earning momentum continues |
India |
Manish Agarwalla |
|
| 05-Jan-2023 |
Jindal Stainless Ltd (JDSL IN) Initating Coverage - Volume driven growth story to playout (BUY) |
India |
Vikash Singh |
|
| 04-Jan-2023 |
Agriculture Inputs: Q3FY23 preview; Steady performance; higher subsidy outlay eases WC pressure |
India |
Harmish Desai |
|
| 04-Jan-2023 |
WIT (3 Jan): Stable to positive economic activity |
India |
Anjali Verma |
|
| 03-Jan-2023 |
CMIE capex data (3QFY23) – new announcements by private sector jumped 106% yoy on a TTM basis |
India |
Umesh Raut |
|
| 03-Jan-2023 |
Specialty Chem Q3FY23 Preview: Earnings get muted; Top results picks: VO, SRF, CFIN |
India |
Surya Patra |
|
| 03-Jan-2023 |
IT Services - Q3FY23 Preview: Modest quarter impacted by seasonality |
India |
Karan Uppal |
|
| 02-Jan-2023 |
Strategy: Model portfolio - Further reduce discretionary; Add Cyclicals |
India |
Anjali Verma |
|
| 01-Jan-2023 |
Pharmaceuticals: Q3FY23 Preview: Domestic growth and gRevlimid are key; Top result picks: Positive: DRRD, CIPLA; Negative: IPCA, DIV |
India |
Surya Patra |
|
| 30-Dec-2022 |
Fiscal deficit & Core Sector: Deficit rose to 59% of BE; core sector stable |
India |
Anjali Verma |
|
| 29-Dec-2022 |
Biocon - Risk-reward turned favorable; Reiterate BUY with TP of Rs 350 |
India |
Surya Patra |
|
| 28-Dec-2022 |
WIT (27 Dec): Economic activity display strength |
India |
Anjali Verma |
|
| 27-Dec-2022 |
Bandhan Bank (BANDHAN IN) - Play on rural recovery |
India |
Manish Agarwalla |
|
| 26-Dec-2022 |
Metals Monthly Wrap - December 2022 |
India |
Vikash Singh |
|
| 23-Dec-2022 |
Logistics monthly update - Major ports and container volume tracker |
India |
Vikram Suryavanshi |
|
| 21-Dec-2022 |
WIT (20 Dec): Economic activity inched up |
India |
Anjali Verma |
|
| 21-Dec-2022 |
Logistics monthly update - Major ports and container volume tracker |
India |
Vikram Suryavanshi |
|
| 20-Dec-2022 |
JSW Steel Dolvi Plant visit Update - Expected to maintain market leadership position (Maintain Neutral) |
India |
Vikash Singh |
|
| 18-Dec-2022 |
Accenture 1QFY23: Outsourcing outlook remains strong - Net +ve for Indian IT |
India |
Karan Uppal |
|
| 13-Dec-2022 |
Colgate Palmolive (CLGT IN): Analyst Meet - Same Paste, New Dispenser ; Maintain SELL with Revised TP of Rs. 1,265 |
India |
Vishal Gutka |
|
| 12-Dec-2022 |
MF Tracker (Nov) - Dip in net flows; buying in Financials; selling in Discretionary |
India |
Anjali Verma |
|
| 12-Dec-2022 |
SRF Ltd - Set to see rapid value growth in Chemicals amid challenges; Buy with raised TP Rs 3100 |
India |
Surya Patra |
|
| 11-Dec-2022 |
Bharat Forge (BHFC IN) - Company Update - Investor meet takeaways – New verticals developing - Maintain Buy |
India |
Saksham Kaushal |
|
| 07-Dec-2022 |
WIT (6 Dec): Economic activity stable |
India |
Anjali Verma |
|
| 07-Dec-2022 |
Monetary Policy: In-line; A hawk’s eye to prevail |
India |
Anjali Verma |
|
| 05-Dec-2022 |
ICICI Bank (ICICIBC IN) - Focus on providing solution based on customer need |
India |
Manish Agarwalla |
|
| 02-Dec-2022 |
Knowledge Series Conference - Key takeaways from credit card industry veterans |
India |
Shubhranshu Mishra |
|
| 02-Dec-2022 |
Macro & Strategy (Monthly): PCI bounce back after a minor blip |
India |
Anjali Verma |
|
| 01-Dec-2022 |
WIT (29 Nov): Economic activity continues up-trend |
India |
Anjali Verma |
|
| 01-Dec-2022 |
Westlife Foodworld Ltd (WFL IN) : Analyst Meet - Accelerating the arches ; Maintain BUY with TP of Rs. 925 |
India |
Vishal Gutka |
|
| 01-Dec-2022 |
Q2FY23 GDP : Investment and Consumption ahead of expectation |
India |
Anjali Verma |
|
| 29-Nov-2022 |
Agro Tech Foods (ATFL IN) : Analyst Meet - RTC popcorn and chocolate segments to be key vectors to double up food business from current levels ; Maintain BUY with TP of Rs. 1,000 |
India |
Vishal Gutka |
|
| 28-Nov-2022 |
Sutlej Textiles - Company Update - Spinning out the perfect blend |
India |
Vikram Suryavanshi |
|
| 28-Nov-2022 |
QSR Sector: Right recipe for growth |
India |
Vishal Gutka |
|
| 25-Nov-2022 |
Maharashtra Seamless Co Update - Adjusting target price for the Bonus Issue (Maintain Buy) |
India |
Vikash Singh |
|
| 25-Nov-2022 |
Axis Bank (AXSB IN) - Building Digital Bank within Bank |
India |
Manish Agarwalla |
|
| 24-Nov-2022 |
Metals Monthly Wrap - November 202 |
India |
Vikash Singh |
|
| 24-Nov-2022 |
Strategy: Corporate Cost Structure: Lower cost to aid margins, leverage trending higher |
India |
Anjali Verma |
|
| 23-Nov-2022 |
WIT (22 Nov): Positive signals in activit |
India |
Anjali Verma |
|
| 22-Nov-2022 |
Logistics monthly update - Weakness in container port and rail volume in October 2022 |
India |
Vikram Suryavanshi |
|
| 21-Nov-2022 |
ESG: COP 27: Breakthrough at the end; lack of emphasis on raising targets |
India |
Anjali Verma |
|
| 21-Nov-2022 |
Aarti Industries - Expect qualitative growth led by value-added products; BUY with TP Rs 780 |
India |
Surya Patra |
|
| 21-Nov-2022 |
India Growth Story 2.0: Multiple growth triggers = Flying Elephant 2.0 |
India |
Anjali Verma |
|
| 21-Nov-2022 |
RETAIL: Q2FY23 result review |
India |
Ankit Kedia |
|
| 20-Nov-2022 |
Hindustan Unilever Ltd (HUVR IN): Analyst Meet - Juggernaut on a roll; Unperturbed by near term challenges; Maintain BUY with TP of Rs. 3,200/ |
India |
Vishal Gutka |
|
| 20-Nov-2022 |
Escorts Kubota Ltd (ESCORTS IN) - Investor meet takeaways - Mid-term business plan presented - Maintain Neutral |
India |
Saksham Kaushal |
|
| 19-Nov-2022 |
Cyient - 2022 Analyst Meet Takeaways - Maintain NEUTRAL |
India |
Karan Uppal |
|
| 19-Nov-2022 |
Star Cement (STRCEM IN) - Maintain Buy (PO Rs135 |
India |
Vaibhav Agarwal |
|
| 19-Nov-2022 |
Metals Sector Update : Export duty removal positive but near term challenges to limit upside potential |
India |
Vikash Singh |
|
| 16-Nov-2022 |
Infrastructure Q2FY23 - The ‘order-book-keeper’ – Seasonally soft quarter |
India |
Vibhor Singhal |
|
| 16-Nov-2022 |
REPCO IN: Restructured pool overhang on asset quality |
India |
Shubhranshu Mishra |
|
| 16-Nov-2022 |
Biocon (BIOS IN): Pact with Serum Inst. and Viatris to add value progress; Maintain BUY with lower TP Rs 370 |
India |
Surya Patra |
|
| 16-Nov-2022 |
PC-WIT (15 Nov): Further build-up in economic activity |
India |
Anjali Verma |
|
| 15-Nov-2022 |
Apollo Tyres (APTY IN) - Q2FY23 update - Replacement demand tapering - Maintain Neutral |
India |
Saksham Kaushal |
|
| 15-Nov-2022 |
ABB India Q3CY22: Growth levers intact; margin can surprise on the upside (Maintain NEUTRAL) |
India |
Umesh Raut |
|
| 15-Nov-2022 |
Ahluwalia Q2FY23 - Modest results; Margins appear to be trending to lower levels |
India |
Vikram Suryavanshi |
|
| 15-Nov-2022 |
KNR Construction Q2FY23 - Modest results; Concern in irrigation projects amplifying |
India |
Vibhor Singhal |
|
| 15-Nov-2022 |
Sanghi Industries (SNGI IN): Maintain Neutral PO Rs60 |
India |
Vaibhav Agarwal |
|
| 15-Nov-2022 |
JK Cement Ltd (JKCE IN) - Maintain BUY - PO Rs3,500 |
India |
Vaibhav Agarwal |
|
| 15-Nov-2022 |
Navkar Corporation ltd 2QFY23 Update - Asset monetization and de-leverage Maintain BUY |
India |
Vikram Suryavanshi |
|
| 15-Nov-2022 |
Mangalam Cement (MGC IN) - Maintain BUY - PO Rs510 |
India |
Vaibhav Agarwal |
|
| 15-Nov-2022 |
India Cements - Maintain Sell (PO Rs200 |
India |
Vaibhav Agarwal |
|
| 15-Nov-2022 |
Indo Count Industries 2QFY23 Update - Product diversification and value addition |
India |
Vikram Suryavanshi |
|
| 15-Nov-2022 |
Strategy – Q2FY23 Largely in-Line; Margins to improve going ahead |
India |
Anjali Verma |
|
| 15-Nov-2022 |
NMDC Q2FY23: Likely to miss volume guidance; Dividend yield to support stock (Downgrade to Neutral) |
India |
Vikash Singh |
|
| 15-Nov-2022 |
PNC Infratech Ltd Q2FY23 - Soft execution; Stable margins – Overall inline; Thesis intact |
India |
Vibhor Singhal |
|
| 15-Nov-2022 |
IPCA Laboratories- Cost pressure continues to hurt in the near term: Maintain NEUTRAL with TP Rs 820 |
India |
Surya Patra |
|
| 14-Nov-2022 |
MGFL IN: Spreads coming back, loan growth 1-2 quarters away |
India |
Shubhranshu Mishra |
|
| 14-Nov-2022 |
Bata India: Investment in brand, supply chain & digital to impact margins |
India |
Ankit Kedia |
|
| 14-Nov-2022 |
Bharat Forge (BHFC IN) - Q2FY23 update - Decent quarter despite margin headwinds - Maintain Buy |
India |
Saksham Kaushal |
|
| 14-Nov-2022 |
Kalpataru Power Q2FY23: Robust order inflows place Kalpataru on strong footing (Maintain BUY) |
India |
Umesh Raut |
|
| 14-Nov-2022 |
Thermax Q2FY23: Strong performance; Cautious on ordering outlook (NEUTRAL) |
India |
Umesh Raut |
|
| 14-Nov-2022 |
Aurobindo Pharma - Price erosion, volumes drop weighed on US; Maintain BUY with lower TP Rs 640 |
India |
Surya Patra |
|
| 14-Nov-2022 |
Ashoka Buildcon Q2FY23 - Strong growth, Soft Margins – Overall inline; Valuations attractive |
India |
Vibhor Singhal |
|
| 14-Nov-2022 |
V-Mart Retail: Gross Margins to remain at elevated levels |
India |
Ankit Kedia |
|
| 14-Nov-2022 |
Jindal SAW Q2FY23: Set for strong performance as order book near a decade high (Maintain Buy) |
India |
Vikash Singh |
|
| 14-Nov-2022 |
CPI Inflation: Above expectations; Higher prices across the board |
India |
Anjali Verma |
|
| 14-Nov-2022 |
Zydus Lifesciences Ltd - Improved domestic & gRevlimid drives value growth; BUY with raised TP of Rs 530 |
India |
Surya Patra |
|
| 14-Nov-2022 |
Camlin Fine Sciences - Cost concern led by Italy’s energy crisis seems history; BUY with raised TP of Rs 230 |
India |
Surya Patra |
|
| 13-Nov-2022 |
Container Corporation of India 2QFY23 Update - Support from domestic business |
India |
Vikram Suryavanshi |
|
| 13-Nov-2022 |
Ashok Leyland (AL IN) - Q2FY23 update - Market share gains a positive, but margins still weak - Maintain Neutral |
India |
Saksham Kaushal |
|
| 13-Nov-2022 |
Mahindra & Mahindra (MM IN) - Q2FY23 update - Auto segment going from strength to strength - Maintain Buy |
India |
Saksham Kaushal |
|
| 13-Nov-2022 |
Ratnamani Metals & Tubes Q2FY23: Order book keeps improving; Best performance yet to come (Maintain Buy) |
India |
Vikash Singh |
|
| 13-Nov-2022 |
Hindalco Q2FY23: Near term headwinds; Conversion business to drive valuations (Maintain Buy) |
India |
Vikash Singh |
|
| 11-Nov-2022 |
Emami (HMN IN) 2QFY23: Quarterly Update: Weak operating performance; Maintain BUY with Revised TP of Rs. 550/ |
India |
Vishal Gutka |
|
| 11-Nov-2022 |
SAIL Q2FY23: Performance to improve in 2H; Valuations remained inexpensive. (Maintain Buy) |
India |
Vikash Singh |
|
| 11-Nov-2022 |
G R Infraprojects Q2FY23 - Modest growth; Soft margins; Growth concerns remain |
India |
Vibhor Singhal |
|
| 11-Nov-2022 |
Allcargo Logistics 2QFY23 Update - Benefit of Network efficiency and digitization Maintain Neutral |
India |
Vikram Suryavanshi |
|
| 11-Nov-2022 |
MF Tracker (Oct) - Healthy net flows; Buying in Financials; selling in Discretionary |
India |
Anjali Verma |
|
| 11-Nov-2022 |
HG Infra Engg Ltd - Q2FY23 - Modest growth; Stable margins; Story intact |
India |
Vibhor Singhal |
|
| 11-Nov-2022 |
HG Infra Engg Ltd - Q2FY23 - Modest growth; Stable margins; Story intact |
India |
Vibhor Singhal |
|
| 11-Nov-2022 |
VRL Logistics 2QFY23 Update - Capitalizing volume growth opportunity Maintain BUY |
India |
Vikram Suryavanshi |
|
| 11-Nov-2022 |
MUTH IN: Spread expansion and growth elusive |
India |
Shubhranshu Mishra |
|
| 10-Nov-2022 |
Pennar Industries 2QFY23 Update - Benefit of broad-based recovery Maintain BUY |
India |
Vikram Suryavanshi |
|
| 10-Nov-2022 |
ITD Cementation Q2FY23 - Modest results, as margins disappoint yet again |
India |
Vibhor Singhal |
|
| 10-Nov-2022 |
Aegis Logistics 2QFY23 Update : Capex to drive growth together with Joint venture Maintain Neutral |
India |
Vikram Suryavanshi |
|
| 10-Nov-2022 |
Jindal Steel & Power Q2FY23: Subdued performance; Risk-reward turning unlucrative (Downgrade to Neutral |
India |
Vikash Singh |
|
| 10-Nov-2022 |
Page Industries: Downgrade to Neutral - Volume growth disappoints |
India |
Ankit Kedia |
|
| 10-Nov-2022 |
Eicher Motors (EIM IN) - Q2FY23 update - Hunter delivering on promise - Maintain Buy |
India |
Saksham Kaushal |
|
| 10-Nov-2022 |
Trent: Aggressive network expansion led by Zudio |
India |
Ankit Kedia |
|
| 10-Nov-2022 |
Lupin - Recovery in Q2, Hopes pinned on gSpiriva; Maintain NEUTRAL with TP of Rs 670 |
India |
Surya Patra |
|
| 10-Nov-2022 |
Bajaj Consumer Care (BAJAJCON IN) 2QFY23: Quarterly Update - No light at the end of the tunnel ; Maintain NEUTRAL with Revised TP of Rs. 133/ |
India |
Vishal Gutka |
|
| 09-Nov-2022 |
PI Industries Q2FY23 Result Review; Strong performance from both segments drives margins |
India |
Harmish Desai |
|
| 09-Nov-2022 |
Nalco Q2FY23: Near term outlook remain challenging (Downgrade to Neutral) |
India |
Vikash Singh |
|
| 09-Nov-2022 |
Westlife Foodworld Ltd (WFL IN) 2QFY23: Quarterly Update - Firing on all cylinders ; Maintain BUY with Revised TP of Rs. 925 |
India |
Vishal Gutka |
|
| 09-Nov-2022 |
Gateway Distriparks 2QFY23 Update - Expanding reach Maintain BUY |
India |
Vikram Suryavanshi |
|
| 09-Nov-2022 |
NCC Ltd Q2FY23 - Strong execution; Margins stable; Balance sheet stretches a bit |
India |
Vibhor Singhal |
|
| 09-Nov-2022 |
GE T&D India Q2FY23: Weak quarter; Ordering pickup awaited (NEUTRAL) |
India |
Umesh Raut |
|
| 09-Nov-2022 |
Tata Motors (TTMT IN) - Q2FY23 update - Improved outlook though macro risks remain - Maintain Buy |
India |
Saksham Kaushal |
|
| 09-Nov-2022 |
PC-WIT (8 Nov): Improvement in activity |
India |
Anjali Verma |
|
| 09-Nov-2022 |
Vinati Organics Ltd - Visible growth as well as cost concerns are priced-in; Maintain NEUTRAL rating with TP Rs 2000 |
India |
Surya Patra |
|
| 08-Nov-2022 |
KEC International Q2FY23: Wait for margin revival continues (Maintain NEUTRAL) |
India |
Umesh Raut |
|
| 08-Nov-2022 |
Godrej Consumer Products (GCPL IN) 2QFY23: Quarterly Update - Keeping the faith alive ; Maintain BUY with TP of Rs. 950 |
India |
Vishal Gutka |
|
| 08-Nov-2022 |
Divis Laboratories - Elevated cost + industry challenges mar near-term outlook; BUY in all corrections with a TP of Rs 3800 |
India |
Surya Patra |
|
| 08-Nov-2022 |
Endurance Technologies (ENDU IN) - Q2FY23 update - New programs driving top line - Maintain Buy |
India |
Saksham Kaushal |
|
| 08-Nov-2022 |
Ceat Ltd (CEAT IN) - Q2FY23 update - Benefit of raw material correction yet to flow in - Maintain Neutral |
India |
Saksham Kaushal |
|
| 07-Nov-2022 |
Britannia Industries (BRIT IN) 2QFY23: Quarter Update - Volume growth momentum to sustain ; Maintain BUY with Revised of Rs. 5,000/- |
India |
Vishal Gutka |
|
| 07-Nov-2022 |
Mahindra Logistics 2QFY23 Update - Building sustainable scale Maintain BUY |
India |
Vikram Suryavanshi |
|
| 07-Nov-2022 |
Cummins India Q2FY23: Demand intact; Input price correction to drive margin uptick (Maintain BUY) |
India |
Umesh Raut |
|
| 07-Nov-2022 |
SRF Ltd - Strong visible growth in core chemicals excites; Maintain BUY with TP Rs 2800 |
India |
Surya Patra |
|
| 07-Nov-2022 |
Coromandel Int Q2FY23 - Nov 2022 |
India |
Harmish Desai |
|
| 06-Nov-2022 |
Hero MotoCorp (HMCL IN) - Q2FY23 update - Higher retails the only positive - Maintain Neutral |
India |
Saksham Kaushal |
|
| 06-Nov-2022 |
Escorts Ltd (ESC IN) - Q2FY23 update - Weaker margins a concern, industry outlook improved - Maintain Neutral |
India |
Saksham Kaushal |
|
| 06-Nov-2022 |
TVS Motor (TVSL IN) - Q2FY23 update - Outlook looks better with multiple tailwinds - Maintain Buy |
India |
Saksham Kaushal |
|
| 06-Nov-2022 |
Bank of Baroda (BOB IN) - Strong Performance |
India |
Manish Agarwalla |
|
| 06-Nov-2022 |
DCB Bank (DCBB IN) - Performance In-line, disbursement gaining momentum |
India |
Manish Agarwalla |
|
| 06-Nov-2022 |
Cipla - gRevlimid is the Key near-term driver but priced-in; Downgrade to Neutral with lowered TP of Rs 1230: |
India |
Surya Patra |
|
| 06-Nov-2022 |
State Bank of India (SBIN IN) - Strong beat on all parameters |
India |
Manish Agarwalla |
|
| 05-Nov-2022 |
Dalmia Bharat (DALBHARA IN) - Maintain Neutral - PO Rs1,600 |
India |
Vaibhav Agarwal |
|
| 05-Nov-2022 |
JK Lakshmi Cement (JKLC IN): Maintain BUY - PO Rs1,000 |
India |
Vaibhav Agarwal |
|
| 05-Nov-2022 |
ABFRL: Aggressive ad spends and store expansion drag margin |
India |
Ankit Kedia |
|
| 04-Nov-2022 |
Indian Bank (INBK IN) - Decent performanc |
India |
Manish Agarwalla |
|
| 04-Nov-2022 |
Titan Company (TTAN IN) 2QFY23 : Quarter Update - Glittering show ; Maintain BUY with Revised TP of Rs. 3,45 |
India |
Vishal Gutka |
|
| 04-Nov-2022 |
Marico Ltd (MRCO IN) 2QFY23: Quarter Update- 2HFY23 volume growth trends looking moderate ; Maintain NEUTRAL with TP of Rs. 460/ |
India |
Vishal Gutka |
|
| 04-Nov-2022 |
MMFS IN: Disbursement run-rate better than pre-covid levels |
India |
Shubhranshu Mishra |
|
| 03-Nov-2022 |
Welspun Corp Q2FY23: One-off cost dragged performance; Set for very strong FY24 (Maintain buy) |
India |
Vikash Singh |
|
| 03-Nov-2022 |
HDFC Ltd (HDFC IN) - In line Performance, asset quality improves |
India |
Manish Agarwalla |
|
| 03-Nov-2022 |
LICHF IN: Operational weak performance |
India |
Shubhranshu Mishra |
|
| 03-Nov-2022 |
Macro & Strategy (Monthly): PCI declined after two successive months of improvemen |
India |
Anjali Verma |
|
| 03-Nov-2022 |
Chambal Fertiliser Q2FY23 - Nov 2022 |
India |
Harmish Desai |
|
| 03-Nov-2022 |
Fertiliser sector - NBS Policy Update |
India |
Harmish Desai |
|
| 03-Nov-2022 |
CIFC IN: New business initiatives gaining scale |
India |
Shubhranshu Mishra |
|
| 02-Nov-2022 |
Adani Ports & SEZ - Q2FY23 - Decent results; Guidance maintained |
India |
Vaibhav Agarwal |
|
| 02-Nov-2022 |
WIT (1 Nov): Mixed signals; eyes on Fed policy |
India |
Anjali Verma |
|
| 02-Nov-2022 |
UPL Ltd Q2FY23 - Nov 2022 |
India |
Harmish Desai |
|
| 01-Nov-2022 |
Bharti Airtel Q2FY23 - Inline results; Impressive upward trend in ARPU continues |
India |
Vibhor Singhal |
|
| 01-Nov-2022 |
Larsen & Toubro Q2FY23: Well played on all fronts but for core margins (Maintain BUY |
India |
Umesh Raut |
|
| 01-Nov-2022 |
TechM 2QFY23 - Modest results – inline; Margin profile remains weak |
India |
Vibhor Singhal |
|
| 01-Nov-2022 |
Sun Pharma- Robust core operating performance amid challenges; Maintain BUY with TP Rs 1150 |
India |
Surya Patra |
|
| 01-Nov-2022 |
QSR : Sector Update - Power packed 2HFY23 ahead |
India |
Vishal Gutka |
|
| 01-Nov-2022 |
Tata Steel Q2FY23: Domestic performance to lag peers; Europe also under pressure (Downgrade Neutral |
India |
Vikash Singh |
|
| 01-Nov-2022 |
Bharat Electronics (BHE IN) - Q2FY23 update - Conservative guidance allows room for over-delivering - Maintain BUY |
India |
Umesh Raut |
|
| 01-Nov-2022 |
TCI Ltd 2QFY23 Update : Recovery in Supply Chain Maintain Neutral |
India |
Vikram Suryavanshi |
|
| 31-Oct-2022 |
Fiscal deficit & Core Sector: H1FY23 deficit controlled at 37% of BE; core sector weak |
India |
Anjali Verma |
|
| 31-Oct-2022 |
Strategy : Extent/time of global growth slowdown a big unknown; not factored-in ye |
India |
Anjali Verma |
|
| 30-Oct-2022 |
Maruti Suzuki (MSIL IN) - Q2FY23 update - Successful new launches bearing fruit - Maintain Buy |
India |
Saksham Kaushal |
|
| 29-Oct-2022 |
Dr Reddys Labs - Raining cashflow from gRevlimid drives qualitative growth; BUY with raised TP of Rs 5300 |
India |
Surya Patra |
|
| 28-Oct-2022 |
Vedanta Q2FY23: Compelling dividend yield amid uncertain commodity outlook (Downgrade to Neutral) |
India |
Vikash Singh |
|
| 27-Oct-2022 |
Metals Monthly Wrap - October 2022 |
India |
Vikash Singh |
|
| 27-Oct-2022 |
Dabur India (DABUR IN) 2QFY23 | Quarterly Update - Inferior sales mix weighs on profitability ; Maintain BUY with TP of Rs. 600/ |
India |
Vishal Gutka |
|
| 27-Oct-2022 |
WIT (25th Oct): Diwali holidays slowed industrial indicator |
India |
Anjali Verma |
|
| 23-Oct-2022 |
Atul Ltd (ATLP IN) - Mounted margin pressure remains the key concern; Maintain NEUTRAL with TP Rs 8700 |
India |
Surya Patra |
|
| 23-Oct-2022 |
Kotak Mahindra Bank (KMB IN) - Benign credit environment paying off |
India |
Manish Agarwalla |
|
| 23-Oct-2022 |
SCUF IN - Loan growth healthy; improvement in margins |
India |
Shubhranshu Mishra |
|
| 23-Oct-2022 |
ICICI Bank (ICICIBC IN) - Strong Outperformance |
India |
Manish Agarwalla |
|
| 21-Oct-2022 |
JSW Steel Q2FY23: Margins set to improve; Near term industry outlook remains hazy (Maintain Neutral) |
India |
Vikash Singh |
|
| 21-Oct-2022 |
SHTF IN - Disbursement run-rate at peak levels |
India |
Shubhranshu Mishra |
|
| 21-Oct-2022 |
Hindustan Unilever Ltd (HUVR IN) 2QFY23: Quarterly Update - Weak operating performance ; Maintain BUY with TP of Rs. 3,050/ |
India |
Vishal Gutka |
|
| 21-Oct-2022 |
Hindustan Zinc Q2FY23: Outlook clouded; Stock reaching near attractive dividend yield (Maintain Neutral) |
India |
Vikash Singh |
|
| 21-Oct-2022 |
IRB Infrastructure Q2FY23 - Modest results; Better revenue visibility – Fairly priced |
India |
Vibhor Singhal |
|
| 21-Oct-2022 |
Ambuja Cements - Q3FY22 Update (Neutral; PO Rs460) |
India |
Vaibhav Agarwal |
|
| 21-Oct-2022 |
Tata Consumer Products Ltd (TATACONS IN) 2QFY23 ; Quarterly Update - International business weighs on decent show in domestic business ; Maintain BUY with TP of Rs. 900 |
India |
Vishal Gutka |
|
| 21-Oct-2022 |
Mphasis 2QFY23 - Muted Growth; Margins stable; Positive Outlook |
India |
Karan Uppal |
|
| 20-Oct-2022 |
Colgate Palmolive (CLGT IN) 2QF23: Quarterly Update - Cut down in ad spends drives beat in earnings ; Maintain High Conviction SELL with TP of Rs. 1,200 |
India |
Vishal Gutka |
|
| 20-Oct-2022 |
Shoppers Stop: Healthy store expansion to fuel growth |
India |
Ankit Kedia |
|
| 20-Oct-2022 |
Agro Tech Foods (ATFL IN) 2QFY23: Quarterly Update - Weak operating performance; Healthy traction in food business ; Maintain BUY with TP of Rs. 92 |
India |
Vishal Gutka |
|
| 20-Oct-2022 |
Persistent Systems 2QFY23 - Strong performance, Outlook bright, Outperformance to continue - Maintain BUY |
India |
Vibhor Singhal |
|
| 20-Oct-2022 |
Axis Bank (AXSB IN) - Margin surprises positively |
India |
Manish Agarwalla |
|
| 20-Oct-2022 |
Coforge Ltd 2QFY23 - Strong growth; Stable margins; Outlook remains bright |
India |
Vibhor Singhal |
|
| 20-Oct-2022 |
Asian Paints (APNT IN) 2QFY23: Quarterly Update -Extended monsoon, inferior product mix spoils the party; Maintain BUY with TP of Rs. 3,500 |
India |
Vishal Gutka |
|
| 20-Oct-2022 |
ITC Ltd (ITC IN) 2QFY23: Quarterly Update - All guns blazing ; Maintain BUY with TP of Rs. 400 |
India |
Vishal Gutka |
|
| 20-Oct-2022 |
Bajaj Finance (BAF IN) - Mojo coming back |
India |
Shubhranshu Mishra |
|
| 19-Oct-2022 |
PC-WIT (18th Oct): Improvement in activity amidst festivities |
India |
Anjali Verma |
|
| 19-Oct-2022 |
Nestle India (NEST IN) 3QCY22 : Result Update - Rural distribution drive, NPD to support earnings momentum ; Maintain BUY with TP of Rs. 22,000 |
India |
Vishal Gutka |
|
| 19-Oct-2022 |
ACC Ltd - Maintain BUY - PO Rs2,600 |
India |
Vaibhav Agarwal |
|
| 19-Oct-2022 |
Praj Industries 2QFY23 update - Execution and order inflow remain strong Rating NEUTRAL with TP of Rs 485 |
India |
Vikram Suryavanshi |
|
| 19-Oct-2022 |
HeidelbergCement India Ltd (HEIM IN) - Maintain Buy - PO Rs240 |
India |
Vaibhav Agarwal |
|
| 19-Oct-2022 |
UltraTech Cement (UTCEM IN) - PO - Rs8,500 |
India |
Vaibhav Agarwal |
|
| 19-Oct-2022 |
KPIT Tech Q2FY23: Strong Performance; Positive Outlook; But All’s Priced-in |
India |
Karan Uppal |
|
| 19-Oct-2022 |
Indusind Bank (IIB IN) - Overall strong performance |
India |
Manish Agarwalla |
|
| 19-Oct-2022 |
Infrastructure - PhillipCapital Conference Takeaways |
India |
Vibhor Singhal |
|
| 19-Oct-2022 |
V-Mart Retail: Inorganic expansion to accelerate digital transformation |
India |
Vibhor Singhal |
|
| 18-Oct-2022 |
L&T Tech Services: Q2FY23 - Decent results; Pockets of weakness appearing on the horizon |
India |
Vibhor Singhal |
|
| 18-Oct-2022 |
Maharashtra Seamless Q2FY23: Another good quarter; Positive outlook intact (Maintain Buy) |
India |
Vikash Singh |
|
| 17-Oct-2022 |
Logistics monthly update - Major ports and container volume tracker |
India |
Vikram Suryavanshi |
|
| 17-Oct-2022 |
Avenue Supermarts: Near term pain to continue ( |
India |
Ankit Kedia |
|
| 15-Oct-2022 |
Bajaj Auto (BJAUT IN) - Q2FY23 update - Decent quarter despite export weakness - Maintain Buy |
India |
Saksham Kaushal |
|
| 15-Oct-2022 |
L&T Infotech Q2FY23 - Decent performance; Commentary Remains Positive |
India |
Vibhor Singhal |
|
| 14-Oct-2022 |
Cyient 2QFY23 - Modest performance; Portfolio Remains Volatile |
India |
Karan Uppal |
|
| 14-Oct-2022 |
Mindtree Q2FY23 - Beat on all fronts, again; Continues to outperform |
India |
Vibhor Singhal |
|
| 14-Oct-2022 |
Infosys 2QFY23 - Decent results – Decent Growth, Strong Margins, Outlook remains bright |
India |
Vibhor Singhal |
|
| 12-Oct-2022 |
CPI, IIP : Inflation expectedly surged; IIP contracted after 17-months |
India |
Anjali Verma |
|
| 12-Oct-2022 |
Wipro 2QFY23 - Modest results; Weak guidance; Continues to underperform |
India |
Vibhor Singhal |
|
| 12-Oct-2022 |
HCL Tech Q2FY23 - Decent performance by Services; P&P continues to drag |
India |
Vibhor Singhal |
|
| 12-Oct-2022 |
WIT (11th Oct): Festive demand buoyant; Indicators a tad lowe |
India |
Anjali Verma |
|
| 11-Oct-2022 |
MF Tracker (Sep) - Strong net flows; NFOs on rise; Buying in Healthcare; selling in Oil & Gas/IT |
India |
Anjali Verma |
|
| 10-Oct-2022 |
TCS 2QFY23 - Steady performance; Commentary remains strong – Maintain BUY |
India |
Vibhor Singhal |
|
| 09-Oct-2022 |
Hero MotoCorp (HMCL IN) - Company update - EV chapter begins - Maintain Neutral |
India |
Saksham Kaushal |
|
| 07-Oct-2022 |
Strategy: Q2FY23 Earnings Preview: Ex-Financials, Sharp earnings dip led by commodity pressure |
India |
Anjali Verma |
|
| 07-Oct-2022 |
Financials: Credit growth gaining momentum |
India |
Manish Agarwalla |
|
| 06-Oct-2022 |
Specialty Chemicals - Q2FY23 Preview: Earnings momentum continues; Top results picks: ARTO and SRF |
India |
Surya Patra |
|
| 06-Oct-2022 |
Metals 2QFY23 Preview - Ferrous performance to bottomed out; Non-ferrous faced double whammy of higher CoP and lower LME |
India |
Vikash Singh |
|
| 06-Oct-2022 |
WIT (4th Oct): Economic activity advancing supported by festivities |
India |
Anjali Verma |
|
| 06-Oct-2022 |
Pharma Q2FY23 Preview: Not out of woods yet; Key result picks - Positive: ZYDUSLIF, CIPLA; Negative: IPCA, LPC |
India |
Surya Patra |
|
| 04-Oct-2022 |
Macro & Strategy (Monthly): PCI rise for second successive month |
India |
Anjali Verma |
|
| 03-Oct-2022 |
IT Services - Q2FY23 Preview: Steady growth; Stable margins; Volatile macro |
India |
Vibhor Singhal |
|
| 03-Oct-2022 |
CMIE capex data – remains weak as announcements by central govt declined 91% yoy |
India |
Umesh Raut |
|
| 03-Oct-2022 |
Agriculture Inputs Q2FY23 preview: Erratic rainfall impacts domestic performance; exports deliver |
India |
Harmish Desai |
|
| 30-Sep-2022 |
Fiscal deficit & Core Sector: Deficit inched up; core sector slips furthe |
India |
Anjali Verma |
|
| 30-Sep-2022 |
Monetary Policy: Building hawkishness in sync with global CBs |
India |
Anjali Verma |
|
| 30-Sep-2022 |
Logistics Update : National Logistics Policy Proposals – Tech enabled integration |
India |
Vikram Suryavanshi |
|
| 29-Sep-2022 |
WIT (27th Sep): Economic activity weaker |
India |
Anjali Verma |
|
| 28-Sep-2022 |
Zydus Lifesciences Ltd - gRevlimid eliminates the concern of competition in Asacol HD; BUY with raised TP Rs 510 |
India |
Surya Patra |
|
| 26-Sep-2022 |
Strategy: Can India outperformance against the globe, last/continue? |
India |
Anjali Verma |
|
| 26-Sep-2022 |
India Textiles - Sector Update : Cotton |
India |
Vikram Suryavanshi |
|
| 26-Sep-2022 |
Metals Monthly Wrap - September 2022 |
India |
Vikash Singh |
|
| 22-Sep-2022 |
Accenture 4QFY22: Decent results & Guidance; Strong bookings - Net +ve for Indian IT |
India |
Vibhor Singhal |
|
| 21-Sep-2022 |
WIT (20th Sep): Economic activity slightly weak; eyes on Fed policy |
India |
Anjali Verma |
|
| 18-Sep-2022 |
Logistics monthly update - Major ports and Container rail volume |
India |
Vikram Suryavanshi |
|
| 18-Sep-2022 |
Logistics sector update: National Logistics Policy – shifting on fast track |
India |
Vikram Suryavanshi |
|
| 15-Sep-2022 |
KEC International (KECI IN) Analyst Meet Update - Watch out for margin recovery & balance sheet improvement |
India |
Umesh Raut |
|
| 15-Sep-2022 |
Venus Pipes and Tubes Ltd Update - Ready to scale up (Not Rated) |
India |
Vikash Singh |
|
| 14-Sep-2022 |
Allcargo Logistic - Company Update : Network efficiency, digitization and re-structuring |
India |
Vikram Suryavanshi |
|
| 14-Sep-2022 |
WIT (13th Sep): Economic activity stable/improving |
India |
Anjali Verma |
|
| 12-Sep-2022 |
CPI, IIP : Inflation expectedly inch higher; IIP growth slackened |
India |
Anjali Verma |
|
| 12-Sep-2022 |
MF Tracker (Aug) - NFO returned but net flows soften; Buying in Utilities; Selling in IT/Healthcare |
India |
Anjali Verma |
|
| 12-Sep-2022 |
ABFRL: FY22 annual report analysis |
India |
Ankit Kedia |
|
| 09-Sep-2022 |
Vedanta Co Update: Banking on volume-backed profit growth story in uncertain times (Maintain Buy) |
India |
Vikash Singh |
|
| 02-Sep-2022 |
Macro & Strategy (Monthly): PCI recovers as economic activity strong; equities rebound |
India |
Anjali Verma |
|
| 01-Sep-2022 |
Biocon - Multiple Form-483s on biosimilar units hurts growth; Maintain BUY with lowered TP Rs 410 |
India |
Surya Patra |
|
| 01-Sep-2022 |
WIT (31st Aug): Economic activity improves further |
India |
Anjali Verma |
|
| 01-Sep-2022 |
SRF Ltd - Unveils its aggressive capex and growth plan; Maintain BUY with raised TP Rs 2800 |
India |
Surya Patra |
|
| 30-Aug-2022 |
Q1FY23 GDP : Consumption and investment supported growth |
India |
Anjali Verma |
|
| 30-Aug-2022 |
Fiscal deficit & Core Sector: Deficit tamed with healthy receipts; core sector dips slightly |
India |
Anjali Verma |
|
| 30-Aug-2022 |
Hindustan Aeronautics Ltd (HNAL IN) - Clear skies ahead!! |
India |
Umesh Raut |
|
| 29-Aug-2022 |
Financials - Expanding risk appetite for growth |
India |
Manish Agarwalla |
|
| 25-Aug-2022 |
V-Mart Retail - FY22 annual report analysis |
India |
Ankit Kedia |
|
| 25-Aug-2022 |
Bharat Electronics (BHE IN) - Superior execution to lead consensus earnings upgrade |
India |
Umesh Raut |
|
| 24-Aug-2022 |
WIT (23rd Aug): Economic activity expectedly improves |
India |
Anjali Verma |
|
| 22-Aug-2022 |
Logistics monthly update - Major ports and Container rail volume |
India |
Vikram Suryavanshi |
|
| 18-Aug-2022 |
Bata India: Higher than expected overheads led to an earnings miss |
India |
Ankit Kedia |
|
| 18-Aug-2022 |
Retail: Q1FY23 result review |
India |
Ankit Kedia |
|
| 17-Aug-2022 |
Aegis Logistics Q1FY23 update : Capex to drive growth together with Joint venture Downgrade to Neutral |
India |
Vikram Suryavanshi |
|
| 17-Aug-2022 |
WIT (16th Aug): Slight sequential weakness owing to public holiday |
India |
Anjali Verma |
|
| 17-Aug-2022 |
ITD Cementation - Q1FY23 - Strong execution, Modest margins; Orderbook strong |
India |
Vibhor Singhal |
|
| 16-Aug-2022 |
Ahluwalia Contracts Q1FY23 - Modest results; Strong order inflow – Margins need to pickup |
India |
Vibhor Singhal |
|
| 16-Aug-2022 |
JK Cement Ltd (JKCE IN) - Maintain BUY (PO Rs3,100) |
India |
Vaibhav Agarwal |
|
| 16-Aug-2022 |
Apollo Tyres (APTY IN) - Q1FY23 update - Demand outlook steady but cost inflation remains high - Maintain Neutral |
India |
Saksham Kaushal |
|
| 16-Aug-2022 |
-Strategy – Q1FY23 Largely in-Line; Margin compression near-bottom |
India |
Anjali Verma |
|
| 15-Aug-2022 |
Hero MotoCorp (HMCL IN) - Q1FY23 update - Weaker performance owing to adverse mix - Maintain Neutral |
India |
Saksham Kaushal |
|
| 15-Aug-2022 |
Eicher Motors (EIM IN) - Investor Day Takeaways - Strong brand based healthy product pipeline - Maintain buy |
India |
Saksham Kaushal |
|
| 14-Aug-2022 |
Aurobindo Pharma - Visible margin pressure to hurt FY23 earnings: Maintain BUY with TP Rs 700 |
India |
Surya Patra |
|
| 14-Aug-2022 |
Repco Home Finance (REPCO IN) - Improvement in asset quality |
India |
Manish Agarwalla |
|
| 14-Aug-2022 |
Power Finance Corporation (POWF IN) - Disbursement below expectation |
India |
Manish Agarwalla |
|
| 14-Aug-2022 |
Divis Laboratories -Cost pressure on the top of FY22 high base defers re-rating; Maintain BUY with lowered TP of Rs 4500 |
India |
Surya Patra |
|
| 13-Aug-2022 |
India Cements - Maintain Sell (PO Rs135) |
India |
Vaibhav Agarwal |
|
| 12-Aug-2022 |
CPI, IIP : Inflation drops further; IIP growth healthy |
India |
Anjali Verma |
|
| 12-Aug-2022 |
Allcargo Logistics Ltd: Q1FY23 Results Update - Benefit of digitization and operational efficiency Upgrade to BUY |
India |
Vikram Suryavanshi |
|
| 12-Aug-2022 |
IPCA Laboratories - Mounting cost pressure hurts FY23 earnings: Maintain Neutral with lowered TP of Rs 870 |
India |
Surya Patra |
|
| 12-Aug-2022 |
Page Industries - Healthy volume growth in seasonally strong quarter |
India |
Ankit Kedia |
|
| 12-Aug-2022 |
Trent: Robust all-round performance despite headwinds |
India |
Ankit Kedia |
|
| 11-Aug-2022 |
Pennar Industries Q1FY23 update : Strong recovery across business segments Maintain BUY |
India |
Vikram Suryavanshi |
|
| 11-Aug-2022 |
Ashoka Buildcon - Q1FY23 - Strong results; Valuations attractive; Diversification risks increasing |
India |
Vibhor Singhal |
|
| 11-Aug-2022 |
MF Tracker (Jul) - Net flows soften; Buying in Financials; selling in Oil & gas/IT |
India |
Anjali Verma |
|
| 11-Aug-2022 |
Steel Authority of India Q1FY23: Performance to bottom out in 2Q; Staged for revival 2H (Upgrade to Buy) |
India |
Vikash Singh |
|
| 11-Aug-2022 |
Tata Consumer Products Ltd (TATACONS IN) 1QFY23 Result Update: Food business margins to recover ; Maintain BUY with TP of Rs. 915/ |
India |
Vishal Gutka |
|
| 11-Aug-2022 |
Aarti Industries - Healthy core performance amidst challenges; Maintain BUY with TP Rs 1000 |
India |
Surya Patra |
|
| 11-Aug-2022 |
Navkar Corporation Q1FY23 Update : Expanding reach Maintain BUY |
India |
Vikram Suryavanshi |
|
| 11-Aug-2022 |
ABB India (ABB IN) Q2 CY22 Result update - Outstanding performance |
India |
Umesh Raut |
|
| 11-Aug-2022 |
Cummins India (KKC IN) Q1 FY23 Result Update - Upbeat demand; Price hikes to reflect in margin recovery |
India |
Umesh Raut |
|
| 11-Aug-2022 |
Bharat Forge (BHFC IN) - Q1FY23 update - Favorable mix boosts performance - Maintain Buy |
India |
Saksham Kaushal |
|
| 11-Aug-2022 |
Endurance Technologies - Q1FY23 update - Weak performance but outlook better - Maintain Buy |
India |
Saksham Kaushal |
|
| 11-Aug-2022 |
Zydus Lifesciences - Paints stable outlook amidst challenges; Maintain BUY with lowered TP of Rs 450 |
India |
Surya Patra |
|
| 10-Aug-2022 |
Ratmanai Metals & Tubes Q1FY23: Capacity ramp up to drive earnings. (Maintain Buy) |
India |
Vikash Singh |
|
| 10-Aug-2022 |
Hindalco Q1FY23: Performance recovered; Novelis continue to drive valuations (Maintain Buy) |
India |
Vikash Singh |
|
| 10-Aug-2022 |
NCC Ltd - Q1FY23 - Strong execution; Margins stable – Thesis intact |
India |
Vibhor Singhal |
|
| 10-Aug-2022 |
PNC Infratech Ltd - Q1FY23 - Strong execution; Margins stable – Superior fundamentals |
India |
Vibhor Singhal |
|
| 10-Aug-2022 |
GR Infraprojects Ltd - Q1FY23 - Strong results beat estimates – Growth concerns remain |
India |
Vibhor Singhal |
|
| 10-Aug-2022 |
Eicher Motors (EIM IN) - Q1FY23 update - New product launches to bring back volumes - Maintain Buy |
India |
Saksham Kaushal |
|
| 10-Aug-2022 |
WIT (9th Aug): Economic activity stable; mobility improved |
India |
Anjali Verma |
|
| 09-Aug-2022 |
Sanghi Industries (SNGI IN) - Downgrade to Neutral; PO Rs40 |
India |
Vaibhav Agarwal |
|
| 09-Aug-2022 |
Bharti Airtel - Q1FY23 - Inline results; All set for the new capex cycle |
India |
Vibhor Singhal |
|
| 09-Aug-2022 |
Marico Ltd (MRCO IN) 1QFY23 Result Update: Volume growth to remain subdued in short term ; Maintain NEUTRAL with TP of Rs. 460/ |
India |
Vishal Gutka |
|
| 09-Aug-2022 |
Nalco Q1FY23: Power cost played spoilsport; Negatives largely factored in (Maintain Buy) |
India |
Vikash Singh |
|
| 09-Aug-2022 |
V-Mart Retail: Hope pinned on festive season |
India |
Ankit Kedia |
|
| 08-Aug-2022 |
Camlin Fine Sciences - Robust earnings despite multiple challenges; Maintain BUY with TP Rs 200 |
India |
Surya Patra |
|
| 08-Aug-2022 |
Adani Ports & SEZ - Q1FY23 - Decent results; Guidance maintained |
India |
Vibhor Singhal |
|
| 08-Aug-2022 |
Jindal SAW Q1FY23: Lackluster performance; EBITDA to be skewed towards 2H (Maintain Buy) |
India |
Vikash Singh |
|
| 08-Aug-2022 |
IRB Infrastructure Q1FY23 - Inline results; Better revenue visibility – Fairly priced |
India |
Vibhor Singhal |
|
| 07-Aug-2022 |
ABFRL: Topline and gross margin beat offset by higher operating expenses |
India |
Ankit Kedia |
|
| 07-Aug-2022 |
Mahindra & Mahindra (MM IN) - Q1FY23 update - New launches delivering - Maintain Buy |
India |
Saksham Kaushal |
|
| 07-Aug-2022 |
Vinati Organics - Visible growth and cost concerns are priced-in; Maintain Neutral with TP Rs 2000 |
India |
Surya Patra |
|
| 07-Aug-2022 |
Praj Industries 1QFY23 Update : Execution and order inflow remain strong Maintain BUY |
India |
Vikram Suryavanshi |
|
| 07-Aug-2022 |
State Bank of India (SBIN IN) - Below expectation due to weak margin |
India |
Manish Agarwalla |
|
| 06-Aug-2022 |
Mangalam Cement (MGC IN) - Maintain BUY - PO Rs510 |
India |
Vaibhav Agarwal |
|
| 05-Aug-2022 |
Titan Company (TTAN IN) 1QFY22 Result Update: Glittering show ; Maintain BUY with TP of Rs. 2,750/- |
India |
Vishal Gutka |
|
| 05-Aug-2022 |
Concor 1QFY23 Update : Strong growth in domestic business, price hike Maintain BUY |
India |
Vikram Suryavanshi |
|
| 05-Aug-2022 |
TCI ltd 1QFY23 Update : Strong performance in Shipping continues Maintain Neutral |
India |
Vikram Suryavanshi |
|
| 05-Aug-2022 |
Dalmia Bharat Ltd (Maintain Neutral: PO Rs1500) |
India |
Vaibhav Agarwal |
|
| 05-Aug-2022 |
Welspun Corp Q1FY23: Performance to be significantly better in 2HFY23 (Maintain Buy) |
India |
Vikash Singh |
|
| 05-Aug-2022 |
NMDC Q1FY23: 2Q to be a tough quarter as prices have bottomed out (Maintain Buy |
India |
Vikash Singh |
|
| 05-Aug-2022 |
Monetary Policy: Against expectations, In sync with global CBs |
India |
Anjali Verma |
|
| 05-Aug-2022 |
LIC Housing Finance (LICHF IN) - Subdued Roe to keep valuation at bay |
India |
Manish Agarwalla |
|
| 05-Aug-2022 |
Chambal Fertilisers Q1FY23 Result update |
India |
Harmish Desai |
|
| 05-Aug-2022 |
Avenue Supermarts (DMART IN) - FY22 annual report analysis and analyst-meet key takeaways (Maintain NEUTRAL) |
India |
Ankit Kedia |
|
| 05-Aug-2022 |
PI Industries Ltd Q1FY23 Result update |
India |
Harmish Desai |
|
| 05-Aug-2022 |
Lupin - Hit the bottom in Q1, Expects profitable recovery from Q2; Maintain Neutral with lowered TP Rs 650 |
India |
Surya Patra |
|
| 04-Aug-2022 |
KEC International (KECI IN) Q1 FY23 Result Update - Losses in SAE drag earnings; Balance sheet concerns |
India |
Umesh Raut |
|
| 04-Aug-2022 |
Dabur India (DABUR IN) 1QFY23 Result Update: Near term challenging as covid tailwinds tapers off ; Maintain BUY with Revised TP of Rs. 650/ |
India |
Vishal Gutka |
|
| 04-Aug-2022 |
Britannia Industries (BRIT IN) 1QFY23 Result Update: On the path towards recovery in margins ; Maintain BUY with Revised TP of RS. 4,200/- |
India |
Vishal Gutka |
|
| 04-Aug-2022 |
Vodafone Idea - Q1FY23 - Modest performance; Still a long way to go |
India |
Vibhor Singhal |
|
| 04-Aug-2022 |
ESG - NDC & Other Bills: Significant target upgrade to lower emission |
India |
Anjali Verma |
|
| 04-Aug-2022 |
Macro & Strategy (Monthly): PCI further weakened owing to softer sequential momentum |
India |
Anjali Verma |
|
| 04-Aug-2022 |
Godrej Consumer Products (GCPL IN) 1QFY23 Result Update: Keeping the faith alive ; Maintain BUY with Revised TP of Rs. 1,000/ |
India |
Vishal Gutka |
|
| 03-Aug-2022 |
Star Cement (STRCEM IN) - Maintain BUY (PO Rs110) |
India |
Vaibhav Agarwal |
|
| 03-Aug-2022 |
HG Infra Engg Ltd - Q1FY23 - Decent performance; Growth intact; Margins stable |
India |
Vibhor Singhal |
|
| 03-Aug-2022 |
Strategy: Asset trends in-line; Turn Neutral in the near-term |
India |
Anjali Verma |
|
| 03-Aug-2022 |
WIT (2nd Aug): Economic activity stable/positive |
India |
Anjali Verma |
|
| 03-Aug-2022 |
Gateway Distriparks 1QFY23 Update : Expanding reach Maintain BUY |
India |
Vikram Suryavanshi |
|
| 03-Aug-2022 |
Siemens India (SIEM IN) Q3 FY22 Result Update - Robust demand visibility; cost headwinds to ease soon |
India |
Umesh Raut |
|
| 02-Aug-2022 |
Indocount Industries 1QFY23 Update: Consolidating leadership position Maintain BUY |
India |
Vikram Suryavanshi |
|
| 02-Aug-2022 |
Bajaj Consumer Care (BAJAJCON IN) 1QFY23 Result Update: Volume growth at cost of margins ; Maintain NEUTRAL with TP of Rs. 160 |
India |
Vishal Gutka |
|
| 02-Aug-2022 |
UPL Ltd Q1FY23 - Aug 2022 |
India |
Harmish Desai |
|
| 01-Aug-2022 |
Cholamandalam Finance (CIFC IN) - Strong operating performance |
India |
Manish Agarwalla |
|
| 01-Aug-2022 |
Mahindra Logistics 1QFY23 Update: Building sustainable scale |
India |
Vikram Suryavanshi |
|
| 01-Aug-2022 |
ITC Ltd (ITC IN) 1QFY23 Result Update: Firing on all cylinders ; Maintain BUY with TP of Rs. 360/ |
India |
Vishal Gutka |
|
| 01-Aug-2022 |
Telecom: 5G spectrum auctions – JIO the aggressor, Bharti pragmatic |
India |
Vibhor Singhal |
|
| 01-Aug-2022 |
Ashok Leyland (AL IN) - Q1FY23 update - Weaker than expected performance but outlook better - Maintain Neutral |
India |
Saksham Kaushal |
|
| 01-Aug-2022 |
Escorts Kubota Ltd (ESCORTS IN) - Q1FY23 update - Market share loss a cause of concern - Maintain Neutral |
India |
Saksham Kaushal |
|
| 01-Aug-2022 |
Sun Pharma - Strong core performance in difficult times: Maintain BUY with raised TP of Rs 1150 |
India |
Surya Patra |
|
| 01-Aug-2022 |
Cipla - Key new launches in H2 powers FY23 earnings; Maintain BUY with raised TP of Rs 1250 |
India |
Surya Patra |
|
| 31-Jul-2022 |
Indian Bank (INBK IN) - Strong overall performance |
India |
Manish Agarwalla |
|
| 31-Jul-2022 |
Bank of Baroda (BOB IN) - Muted Margin |
India |
Manish Agarwalla |
|
| 31-Jul-2022 |
DCB Bank (DCBB IN) - Below our Expectation |
India |
Manish Agarwalla |
|
| 29-Jul-2022 |
HDFC Ltd (HDFC IN) - Lag in rate transmission impacts NIM |
India |
Manish Agarwalla |
|
| 29-Jul-2022 |
Bata India: FY22 annual report analysis |
India |
Ankit Kedia |
|
| 29-Jul-2022 |
Fiscal deficit & Core Sector: Deficit controlled; core sector decen |
India |
Anjali Verma |
|
| 29-Jul-2022 |
Emami (HMN IN) 1QFY23 Result Update: Favorable risk reward ; Maintain BUY with TP of Rs. 535 |
India |
Vishal Gutka |
|
| 29-Jul-2022 |
Westlife Development Ltd (WLDL IN) 1QFY23 Result Update: Benefits of improving scale to get reflected in full force ; Maintain BUY with Revised TP of Rs. 750 |
India |
Vishal Gutka |
|
| 29-Jul-2022 |
Coromandel International Q1FY23 Result Update - Higher subsidy & price hikes supports growth (Maintain BUY) |
India |
Harmish Desai |
|
| 29-Jul-2022 |
Biocon - Pact with Serum Inst. and Viatris to add value progress; Maintained BUY with lower TP of Rs 440 |
India |
Surya Patra |
|
| 28-Jul-2022 |
TVS Motor (TVSL IN) - Q1FY23 update - Decent quarter results precursor to much better future - Maintain Buy |
India |
Saksham Kaushal |
|
| 28-Jul-2022 |
Shriram Transport Finance (SHTF IN) - Decent operating performance |
India |