| Date |
Description |
Country |
Analyst |
Download |
| 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 |
|
| 28-Jun-2024 |
Dr Reddys Laboratories - Strategic acquisition of OTC brands boost earnings; BUY with raised TP of Rs 6900 |
India |
Surya Patra |
|
| 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 |
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 |
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 |
|
| 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 |
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 |
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 |
PG Electroplast Ltd (BUY; TP: 2,209) Q3FY24 Result: Strong RAC order visibility till Q1FY25 amid rising competition |
India |
Deepak Agarwal |
|
| 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 |
Multi Commodity Exchange (MCX IN)- Stable operating performance post tech transition |
India |
Sujal Kumar |
|
| 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 |
|
| 01-Feb-2024 |
STAR HEALTH INSURANCE (STARHEALTH)- Loss ratio remain elevated |
India |
Sujal Kumar |
|
| 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 |
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 |
SBI Life Insurance (SBILIFE IN): Stable margin despite higher ULIP sales |
India |
Sujal Kumar |
|
| 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 |
ICICI PRU Life Insurance (IPRU IN): Margin declined worse than expected |
India |
Sujal Kumar |
|
| 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 |
|
| 16-Jan-2024 |
ICICI Lombard (ICICIGI)- Navigating along a guided trajectory |
India |
Sujal Kumar |
|
| 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 |
|
| 14-Jan-2024 |
HDFC Life (HDFCLIFE IN): Growth concerns persists amidst regulatory headwinds |
India |
Sujal Kumar |
|
| 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 |
HDFC Asset Management (HDFCAMC IN): Operating performance remains strong |
India |
Sujal Kumar |
|
| 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 |
|
| 06-Jan-2024 |
Consumer Electronics + EMS: Q3FY24 Results Preview: Weak demand. All eyes on the season, strong EMS outlook |
India |
Deepak Agarwal |
|
| 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 |
Daikin Air Conditioning India Pvt Ltd: FY23 Annual Report Analysis; Capacity in place + Channel Expansion = Market share gain |
India |
Deepak Agarwal |
|
| 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 |
Finolex Cables Ltd (BUY; TP: 1,216) Q2FY24 Results: H2 to be stronger than H1; capacity expansion in comm. cables |
India |
Deepak Agarwal |
|
| 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 |
Pitti Engineering Ltd (BUY; TP: 940) Q2FY24 Result: Strong volume growth, Thesis remains intact |
India |
Deepak Agarwal |
|
| 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 |
Century Plyboards India Ltd (BUY; TP:742) Q2FY24 Result: Muted H1 impacted performance, strong guidance for H2 |
India |
Deepak Agarwal |
|
| 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 |
Multi Commodity Exchange (MCX IN)- Tech transition done; focus back on business |
India |
Sujal Kumar |
|
| 09-Nov-2023 |
Bata India: Tepid growth to impact near-term performance |
India |
Ankit Kedia |
|
| 09-Nov-2023 |
Avalon Technologies Ltd (BUY; TP: 652) Q2FY24 Result: US impacted performance; H2 to be stronger than H1 |
India |
Deepak Agarwal |
|
| 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 |
Somany Ceramics Ltd (BUY; TP: 934) Q2FY24 Result: Strong Cash flow, volumes to pick up from H2. |
India |
Deepak Agarwal |
|
| 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 |
|
| 08-Nov-2023 |
PG Electroplast Ltd (BUY; TP: 2,668) Q2FY24 Result: Strong performance; riding on product business |
India |
Deepak Agarwal |
|
| 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 |
CG Consumer Electricals (NEU; TP 320) Q2FY24 Result: In-line performance; Riding on premiumization and GTM |
India |
Deepak Agarwal |
|
| 06-Nov-2023 |
Bajaj Electricals Ltd (BUY; TP 1,244) Q2FY24 Result: Weak consumer sentiment; expect recovery from H2 |
India |
Deepak Agarwal |
|
| 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 |
Orient Electric Ltd (BUY; TP: 321) Q2FY24 Result: H1 lagged, fans and prof. lighting to lead growth in H2. |
India |
Deepak Agarwal |
|
| 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 |
Syrma SGS Technology Ltd (BUY; TP: Rs 666) Q2FY23 Result: Consumer mix impacted margins; recovery expected in H2 |
India |
Deepak Agarwal |
|
| 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 |
V-Guard Industries Ltd (BUY; TP: 348) Q2FY25 Result: Strategy intact; weak consumer sentiment impacted performance |
India |
Deepak Agarwal |
|
| 01-Nov-2023 |
Kaynes Technology India Ltd (BUY; TP:2,848) Q2FY24 Result: Strong outlook with OSAT opportunity on cards. |
India |
Deepak Agarwal |
|
| 01-Nov-2023 |
KEI Industries Ltd (BUY; TP: Rs 2,960) Q2FY24 Result: In-line performance; positive outlook with capex on cards. |
India |
Deepak Agarwal |
|
| 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 |
MAX Financial Services (MAXF IN): Performance in line with management guidance |
India |
Sujal Kumar |
|
| 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 |
STAR HEALTH INSURANCE (STARHEALTH)- Loss ratio higher than expected |
India |
Sujal Kumar |
|
| 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 |
Blue Star Ltd (BUY; TP: 1,074) Q2FY24 Result: Strong growth in Q2 with positive outlook |
India |
Deepak Agarwal |
|
| 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 |
Nippon Life Asset Management (NAM IN): Strong inline performance |
India |
Sujal Kumar |
|
| 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 |
SBI Life Insurance (SBILIFE IN): Maintained Margin despite higher ULIP sales- |
India |
Sujal Kumar |
|
| 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 |
Voltas Ltd (NEU; TP: 934) Q2FY24 Result: RAC looking for season; while provisions continue in EMP |
India |
Deepak Agarwal |
|
| 20-Oct-2023 |
Havells India Ltd (BUY; TP:1,489) Q2FY24 Result: Delayed festive dragged Q2, expect Q3 to coverup |
India |
Deepak Agarwal |
|
| 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 |
Kajaria Ceramics Ltd (NEU; TP: 1,338) Q2FY24 Result: New capacity in place; now all eyes on 2nd Half. |
India |
Deepak Agarwal |
|
| 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 |
Polycab India Ltd (BUY; TP: 6,013) Q2FY24 Result: Strong growth in W&C, high growth trajectory in H2 |
India |
Deepak Agarwal |
|
| 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 |
ICICI Lombard (ICICIGI)- On right trajectory |
India |
Sujal Kumar |
|
| 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 |
ICICI PRU Life Insurance (IPRU IN): Margin declined worse than expected |
India |
Sujal Kumar |
|
| 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 |
Cyient DLM Ltd (BUY; TP: 824) Q2FY24 Results: Strong growth with healthy pipeline; hit on margins |
India |
Deepak 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 |
HDFC Life (HDFCLIFE IN): Lower growth continues to weigh down on VNB margin |
India |
Sujal Kumar |
|
| 15-Oct-2023 |
Avenue Supermarts : Lag in apparel sales continues to impact margins |
India |
Ankit Kedia |
|
| 14-Oct-2023 |
Pitti Engineering Ltd (PITTIENG IN): Initiating Coverage (BUY; TP: 940) Gearing up the motor to capture potential opportunities |
India |
Deepak Agarwal |
|
| 13-Oct-2023 |
HCL Tech 2QFY24 - Mixed results; Outlook remains uncertain – Maintain Neutral |
India |
Karan Uppal |
|
| 12-Oct-2023 |
HDFC Asset Management (HDFCAMC IN): Strong operating performance- |
India |
Sujal Kumar |
|
| 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 |
|
| 28-Sep-2023 |
Multi Commodity Exchange (MCX IN)- Unlocking potential, riding the options trading wave |
India |
Sujal Kumar |
|
| 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 |
|
| 26-Sep-2023 |
Matecia: Wood-panel Trade Fair; Expect demand to improve from H2 BUILDING MATERIAL - SECTOR UPDATE |
India |
Deepak Agarwal |
|
| 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 |
Diversified Finance: Cyclical upturn continues |
India |
Sujal Kumar |
|
| 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 |
|
| 30-Aug-2023 |
Semiconductor Industry: India re-designing – from charkhas to chips |
India |
Deepak Agarwal |
|
| 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 |
CG Consumer Electricals Ltd (NEU; TP: 321)Management Meeting KTA; On a mission to execute Crompton 2.0 |
India |
Deepak Agarwal |
|
| 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 |
Finolex Cables Ltd (BUY; TP: 1,356) Q1FY24 Result: Capacity expansion to cater upcoming opportunities |
India |
Deepak Agarwal |
|
| 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 |
Avalon Technologies Ltd (BUY; TP: 862) Q1FY24 Result: US impacted performance; expect recovery from H2 |
India |
Deepak Agarwal |
|
| 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 |
Voltas Ltd (NEU; TP: 902) Q1FY24 Result: RAC MS improved in June; hyper competition continues |
India |
Deepak Agarwal |
|
| 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 |
Somany Ceramics Ltd (BUY; TP: 1,001) Q1FY24 Result: Expect volumes to pick up from Q2 with improvement in margins. |
India |
Deepak Agarwal |
|
| 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 |
V-Guard Industries Ltd (BUY; TP: 354) Q1FY24 Results: Guidance maintained; looking up for festive season |
India |
Deepak Agarwal |
|
| 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 |
Bajaj Electricals ltd (BUY; TP: 1,482) Q1FY24 Result: Weak consumer sentiment; expect recovery from H2 |
India |
Deepak Agarwal |
|
| 10-Aug-2023 |
MAX Financial Services (MAXF IN): Inline results; Growth to take center stage |
India |
Sujal Kumar |
|
| 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 |
Bajaj Consumer Care (BAJAJCON IN) 1QFY24 Result Update: Reasonable valuation provides margin of safety despite being mediocre business ; Upgrade to BUY with Revised TP of Rs. 300/- |
India |
Deepak Agarwal |
|
| 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 |
Century Plyboards India Ltd (BUY; TP: 749) Q1FY24 Result: Capacity deferred, expect demand recovery from Sep’23 |
India |
Deepak Agarwal |
|
| 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 |
PG Electroplast Ltd (BUY; TP: 2,086) Q1FY24 Result: Strong guidance; product business continues to fire |
India |
Deepak Agarwal |
|
| 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 |
Orient Electric Ltd (BUY; TP: 285) Q1FY24 Result: Premiumization is the key focus; lighting to grow on B2B |
India |
Deepak Agarwal |
|
| 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 |
Blue Star Ltd (BUY; TP: 863) Q1FY24 Result: Unseasonal rains impacted RAC; strong demand in B2B |
India |
Deepak Agarwal |
|
| 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 |
Stylam Industries Ltd (BUY; TP: 2,190) Q1FY24 Result: Expect pickup in exports from Q2 with margin expansion |
India |
Deepak Agarwal |
|
| 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 |
Kaynes Technology India Ltd (BUY; TP: 2,446) Q1FY24 Result: Thesis intact; moving towards backward integration |
India |
Deepak Agarwal |
|
| 02-Aug-2023 |
WIT (1 Aug): Overall buoyant activity |
India |
Anjali Verma |
|
| 02-Aug-2023 |
Syrma SGS Technology Ltd (BUY; TP:675) Q1FY24 Result: Strong growth, inorganic acquisition to be accretive |
India |
Deepak Agarwal |
|
| 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 |
KEI Industries Ltd (BUY; TP: 2,594) Q1FY24 Result: Guidance maintained; strong demand visibility ahead |
India |
Deepak Agarwal |
|
| 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 |
STAR HEALTH INSURANCE (STARHEALTH)- Little short of expectation |
India |
Sujal Kumar |
|
| 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 |
Nippon Life Asset Management (NAM IN): Sharper decline in yield than expected |
India |
Sujal Kumar |
|
| 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 |
Kajaria Ceramics Ltd (NEUTRAL; TP: 1,386) Q1FY24 Result: Gas cost easing out, demand to improve from H2. |
India |
Deepak Agarwal |
|
| 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 |
SBI Life Insurance (SBILIFE IN): Weak NPAR sales impacted performance |
India |
Sujal Kumar |
|
| 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 |
HDFC Asset Management (HDFCAMC IN): All positives are priced in |
India |
Sujal Kumar |
|
| 24-Jul-2023 |
Atul Ltd - Q1 surprised +vely; Industry dynamics are worsened further: Maintain SELL with TP Rs 5600 |
India |
Surya Patra |
|
| 23-Jul-2023 |
HDFC Life (HDFCLIFE IN): Recalibrating growth strategy |
India |
Sujal Kumar |
|
| 23-Jul-2023 |
Cyient DLM Ltd (BUY; TP: 630) Q1FY24 Result: Thesis intact; Export to remain key focus in FY24. |
India |
Deepak Agarwal |
|
| 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 |
Havells India Ltd (BUY; TP: 1,489) Q1FY24 Result: Pick-up in B2B; B2C to follow |
India |
Deepak Agarwal |
|
| 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 |
|
| 19-Jul-2023 |
Polycab India Ltd (BUY; TP: 5,039) Q1FY24 Results: Strong growth backed by improved demand visibility in W&C |
India |
Deepak Agarwal |
|
| 19-Jul-2023 |
EMS INDUSTRY: SECTOR INITIATION; From MAKE IN INDIA to MAKE FOR THE WORLD - 2.0 "EMS REVOLUTION" |
India |
Deepak Agarwal |
|
| 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 |
ICICI Lombard (ICICIGI)- Investments starting to drive growth |
India |
Sujal Kumar |
|
| 18-Jul-2023 |
ICICI PRU Life Insurance (IPRU IN): Shifting focus towards growth |
India |
Sujal Kumar |
|
| 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 |
Life Insurance: Looking out for next growth drive |
India |
Sujal Kumar |
|
| 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 |
Diversified Finance: Improving Trends |
India |
Sujal Kumar |
|
| 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 |
Consumer Electricals: Q1FY24 Results Preview; Weak demand sentiments + unseasonal rains impacted Q1 |
India |
Deepak Agarwal |
|
| 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 |
|
| 12-Jun-2023 |
Tile Industry - Morbi Visit: Softening fuel cost, expect demand to improve from H2 |
India |
Deepak Agarwal |
|
| 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 |
V-Guard Industries Ltd (BUY; TP: 298) Q4FY23 Result: Focusing on insourcing; Expect margin recovery ahead |
India |
Deepak Agarwal |
|
| 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 |
PG Electroplast Ltd (BUY; TP: Rs 2,086) Q4FY23 Result: Firing on products business with market share gains |
India |
Deepak Agarwal |
|
| 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 |
Finolex Cables Ltd (BUY; TP: Rs. 1,069) Q4FY23 Results: Thesis playing out in wire; communication cables undergoing expansion |
India |
Deepak Agarwal |
|
| 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 |
Bajaj Electricals Ltd (BUY; TP: 1,526) Q4FY23 Result: Thesis intact; gaining share in weak environment |
India |
Deepak Agarwal |
|
| 23-May-2023 |
Somany Ceramics Ltd (BUY; TP: 986) Q4FY23 Result: Soft demand, expect margin to further improve further.. |
India |
Deepak Agarwal |
|
| 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 |
CG Consumer Electricals Ltd (NEUTRAL; TP: Rs 300) Q4FY23 Result: Short-term headwinds as core categories undergo transitions. |
India |
Deepak Agarwal |
|
| 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 |
Kajaria Ceramics Ltd (NEUTRAL; TP: 1,103) Q4FY23 Result: Gas cost cooling down, expect improved demand ahead. |
India |
Deepak Agarwal |
|
| 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 |
Century Plyboards India Ltd (BUY; TP: Rs 695) Q4FY23 Result: Strong Performance; better growth prospects ahead |
India |
Deepak Agarwal |
|
| 16-May-2023 |
Bank of Baroda (BOB IN) - Strong Performance |
India |
Manish Agarwalla |
|
| 15-May-2023 |
Polycab India Ltd (NEUTRAL; TP: 3,476) Q4FY23 Result: Strong quarter but nothing much on the table |
India |
Deepak Agarwal |
|
| 15-May-2023 |
Orient Electric Ltd (BUY; TP Rs.300) Q4FY23 Results: Looking up to profitable market share gains |
India |
Deepak Agarwal |
|
| 15-May-2023 |
MAX Financial Services (MAXF IN): Strong NPAR led VNB growth |
India |
Sujal Kumar |
|
| 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 |
Stylam Industries Ltd (BUY; TP: 1,720) Q4FY23 Results: Thesis playing out; capacity expansion for export opportunity |
India |
Deepak Agarwal |
|
| 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 |
Blue Star Ltd (BUY; TP: 1,712) Q4FY23 Results: Thesis playing out well, looking up for profitable market share |
India |
Deepak Agarwal |
|
| 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 |
|
| 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 |
KEI Industries Ltd (BUY; TP: 2,124) Q4FY23 Result: Strong volume growth; Maintain guidance |
India |
Deepak Agarwal |
|
| 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 |
|
| 03-May-2023 |
Havells India Ltd (BUY; TP: 1,352) Q4FY23 Result: Near-term headwinds; Structural story remains intact |
India |
Deepak Agarwal |
|
| 01-May-2023 |
Huhtamaki India Ltd (BUY; TP: 282) Q1CY23 Result: Q1-weak volumes, looking up for profitable growth |
India |
Deepak 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 |
|
| 01-May-2023 |
STAR HEALTH INSURANCE (STARHEALTH)- Combined ratio better than expected |
India |
Sujal Kumar |
|
| 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 |
Voltas Ltd (NEUTRAL; TP:870) Q4FY23 Result: Hyper competitive environment. Eyes on the season |
India |
Deepak Agarwal |
|
| 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 |
SBI Life Insurance (SBILIFE IN): Strong sustainable performance |
India |
Sujal Kumar |
|
| 26-Apr-2023 |
HDFC Life (HDFCLIFE IN): Strong performance; FY24 growth to be muted on high base |
India |
Sujal Kumar |
|
| 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 |
Nippon Life Asset Management (NAM IN): Core earnings growth remains muted |
India |
Sujal Kumar |
|
| 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 |
HDFC Asset Management (HDFCAMC IN): Inline results, Regulatory overhang remains |
India |
Sujal Kumar |
|
| 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 |
Stylam Industries Ltd (SYIL IN): Initiating Coverage (BUY; TP:1,710) Established globally, now expanding locally |
India |
Deepak Agarwal |
|
| 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 |
|
| 18-Apr-2023 |
ICICI Lombard (ICICIGI)- RoE improvement to be limited on higher COR |
India |
Sujal Kumar |
|
| 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 |
Consumer Electricals: Q4FY23 Results Preview; Weak demand sentiments + unseasonal rains impacted Q4 |
India |
Deepak Agarwal |
|
| 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 |
STAR HEALTH INSURANCE (STARHEALTH)- Analyst Day: Key takeaway |
India |
Sujal Kumar |
|
| 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 |
|
| 26-Mar-2023 |
STAR HEALTH INSURANCE (STARHEALTH)- Virtuous cycle, driven by its market-leadership position |
India |
Sujal Kumar |
|
| 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 |
|
| 20-Mar-2023 |
Greenpanel Industries Ltd (NR) Company Update: Plant visit and management meeting - key takeaways |
India |
Deepak Agarwal |
|
| 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 |
Wood Panel Trade Fair: Delhi wood 2023: Key takeaways |
India |
Deepak Agarwal |
|
| 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 |
|
| 26-Feb-2023 |
CG Consumer Electricals Ltd (NEU; TP: Rs 344) Company Update: Takeaways from the R&D facility visit + Management meet |
India |
Deepak Agarwal |
|
| 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 |
Life Insurance: Recalibrating growth estimate |
India |
Sujal Kumar |
|
| 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 |
Finolex Cables Ltd (BUY; TP: 865) Q3FY23 Result: Improved demand outlook; looking up for market share gain. |
India |
Deepak Agarwal |
|
| 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 |
Voltas Ltd (NEUTRAL; TP: 893) Q3FY23 Result: Weak demand with higher competition. Eyes on season |
India |
Deepak Agarwal |
|
| 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 |
Century Plyboards India Ltd (BUY; TP: 653) Q3FY23 Result: Thesis intact; recovery ahead. |
India |
Deepak Agarwal |
|
| 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 |
Somany Ceramics Ltd (BUY; TP 751) Q3FY23 Results: Muted demand, expect margin recovery from Q4 |
India |
Deepak Agarwal |
|
| 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 |
PG Electroplast Ltd (BUY; TP 1,816) Q3FY23 Results: Increase in guidance; well-placed for upcoming season |
India |
Deepak Agarwal |
|
| 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 |
|
| 04-Feb-2023 |
V-Guard Industries Ltd: (BUY; TP: 314) Q3FY23 Results: Focus on own manufacturing; recovery ahead. |
India |
Deepak Agarwal |
|
| 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 |
CG Consumer Electricals Ltd: (NEUTRAL; TP: 344) Q3FY23 Results: Weak performance; Bumpy road ahead |
India |
Deepak Agarwal |
|
| 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 |
|
| 03-Feb-2023 |
Mahanagar Gas Ltd (MAHGL IN) - Q3FY23 results below expectation on lower volumes |
India |
Ankur Agrawal |
|
| 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 |
Bajaj Electricals ltd: (BUY; TP:1,407) Q3FY23 Result: Thesis intact; gaining share in weak environment |
India |
Deepak Agarwal |
|
| 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 |
Life Insurance: Limited impact on EV |
India |
Sujal Kumar |
|
| 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 |
Blue Star Ltd (BUY; TP: 1,538) Q3FY23 Result: Bright outlook ahead, thesis playing out well. |
India |
Deepak Agarwal |
|
| 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 |
MAX Financial Services (MAXF IN): Strong NPAR led VNB growth |
India |
Sujal Kumar |
|
| 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 |
Orient Electric Ltd (BUY; TP:358) Q3FY23 Result: Revived distribution + Strong portfolio = Market share gain |
India |
Deepak Agarwal |
|
| 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 |
Nippon Life Asset Management (NAM IN): Operating performance stable; Risk reward attractive |
India |
Sujal Kumar |
|
| 30-Jan-2023 |
DCB Bank (DCBB IN) - Growth gaining momentum |
India |
Manish Agarwalla |
|
| 29-Jan-2023 |
Kajaria Ceramics Ltd: (BUY; TP: 1,048) Q3FY23 Results: Weak demand sentiments, Margins to improve from Q4 |
India |
Deepak Agarwal |
|
| 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 |
KEI Industries Ltd: (BUY; TP: 1,761) Q3FY23 Result: Strong volume growth in B2B; Maintain guidance |
India |
Deepak Agarwal |
|
| 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 |
HDFC Asset Management (HDFCAMC IN): Market share showing traction; AUM growth to follow |
India |
Sujal Kumar |
|
| 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 |
KEI Industries Ltd: (BUY; TP: 1,761) Q3FY23 Result: Strong volume growth in B2B; Maintain guidance |
India |
Deepak Agarwal |
|
| 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 |
|
| 24-Jan-2023 |
Century Plyboards India Ltd: Initiating Coverage (BUY; TP: 658) - MDF pain in the price; gearing up for growth |
India |
Deepak Agarwal |
|
| 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 |
SBI Life Insurance (SBILIFE IN): VNB growth remains strong- |
India |
Sujal Kumar |
|
| 22-Jan-2023 |
HDFC Life (HDFCLIFE IN): Stable inline performance |
India |
Sujal Kumar |
|
| 22-Jan-2023 |
Kotak Mahindra Bank (KMB IN) - Margin tailwind offsets high opex |
India |
Manish Agarwalla |
|
| 21-Jan-2023 |
Petronet LNG Ltd (PLNG IN) - An operationally weak quarter offset by one-time charges |
India |
Ankur Agrawal |
|
| 21-Jan-2023 |
Petronet LNG Ltd (PLNG IN) - An operationally weak quarter offset by one-time charges |
India |
Ankur Agrawal |
|
| 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 |
Polycab India Ltd: (BUY; TP: 3,328) Q3FY23 Result: Strong volume growth in W&C; FMEG still to come back |
India |
Deepak Agarwal |
|
| 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 |
|
| 19-Jan-2023 |
Havells India Ltd: (BUY; TP:1,408) Q3FY23 Result: Sailing through in a weak demand environment |
India |
Deepak Agarwal |
|
| 18-Jan-2023 |
Indusind Bank (IIB IN) - Margin peaked out |
India |
Manish Agarwalla |
|
| 18-Jan-2023 |
ICICI PRU Life Insurance (IPRU IN): VNB Margin continue to surprise positively- |
India |
Sujal Kumar |
|
| 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 |
|
| 18-Jan-2023 |
ICICI Lombard (ICICIGI)- Combined ratio remains elevated on higher ope |
India |
Sujal Kumar |
|
| 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 |
Consumer Electricals: Q3FY23 Results Preview; Q3: Weak demand sentiments; Looking up to the season |
India |
Deepak Agarwal |
|
| 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 |
|
| 13-Dec-2022 |
V-Guard Industries Ltd: (BUY; TP: 315) Company Update: Moving up in the kitchen appliances segment |
India |
Deepak Agarwal |
|
| 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 |
|
| 04-Dec-2022 |
Samsung Electronics India Pvt Ltd: FY22 Annual Report Analysis; Expanding manufacturing for Market share gains |
India |
Deepak Agarwal |
|
| 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 |
Daikin Air Conditioning India Pvt Ltd: FY22 Annual Report Analysis; High focus on Localization with strong manufacturing base |
India |
Deepak Agarwal |
|
| 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 |
Balkrishna Industries Ltd (BIL IN) - Q2FY23 update - Good performance amidst overhang of demand challenges - Maintain Buy |
India |
Amar Kant Gaur |
|
| 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 |
PG Electroplast Ltd (BUY; TP:1,355) Q2FY23 Results: Strong growth in washers, now gearing up for the AC season |
India |
Deepak Agarwal |
|
| 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 |
|
| 13-Nov-2022 |
Finolex Cables Ltd (BUY; TP:693) Q2FY23 Results: Improving demand outlook with margin expansion in H |
India |
Deepak Agarwal |
|
| 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 |
|
| 11-Nov-2022 |
Somany Ceramics Ltd (BUY; TP: 702) Q2FY23 Result: Muted demand, gas prices capped margins. Recovery from Q3 |
India |
Deepak Agarwal |
|
| 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 |
Kaynes Technology Ltd (SUBSCRIBE) IPO Note: Riding on the manufacturing theme |
India |
Deepak Agarwal |
|
| 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 |
General Insurance : Deep dive into technology investment at GIs- |
India |
Sujal Kumar |
|
| 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 |
Orient Electric Ltd (BUY; TP: 302) Q2FY23 Results: Reviving the distribution model; expect recovery in H2 |
India |
Deepak Agarwal |
|
| 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 |
Kajaria Ceramics Ltd (NEUTRAL; TP:1,090) Q2FY22 Result: Margins under pressure, expects recovery in second half |
India |
Deepak Agarwal |
|
| 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 |
V-Guard Industries Ltd (BUY; TP: 307) Q2FY23 Result: Thesis playing out well; Margins to come back in H2 |
India |
Deepak Agarwal |
|
| 30-Oct-2022 |
Maruti Suzuki (MSIL IN) - Q2FY23 update - Successful new launches bearing fruit - Maintain Buy |
India |
Saksham Kaushal |
|
| 29-Oct-2022 |
Sona BLW Precision Forgings Ltd (SONACOMS IN) - Q2FY23 update - Decent quarter performance, overhang of stake sale remains - Maintain Buy |
India |
Amar Kant Gaur |
|
| 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 |
CG Consumer Electricals (BUY; TP: 472 ) Q2FY23 Result: De-growth in fans, moving up in appliances; Expect margin recovery from H2 |
India |
Deepak Agarwal |
|
| 27-Oct-2022 |
WIT (25th Oct): Diwali holidays slowed industrial indicator |
India |
Anjali Verma |
|
| 25-Oct-2022 |
Indraprastha Gas Limited (IGL IN): Q2FY23: Results update - marginally ahead of estimate |
India |
Ankur Agrawal |
|
| 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 |
|
| 22-Oct-2022 |
SBI Life Insurance (SBILIFE IN): Strong performance in a muted quarter |
India |
Sujal Kumar |
|
| 22-Oct-2022 |
HDFC Life (HDFCLIFE IN): Strong margin driven VNB growth |
India |
Sujal Kumar |
|
| 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 |
KEI Industries Ltd (BUY; TP:1,760) Q2FY23 Results: Strong growth in B2C; Maintain guidance |
India |
Deepak Agarwal |
|
| 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 |
|
| 21-Oct-2022 |
MAX Financial Services (MAXF IN): Strong margin accretion |
India |
Sujal Kumar |
|
| 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 |
Havells India Ltd (BUY; TP: 1,338) Q2FY23 Result: Higher focus on market share; Margins bottomed out |
India |
Deepak Agarwal |
|
| 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 |
Hotel Sector - Update; Strong comeback with high RevPAR’s |
India |
Deepak Agarwal |
|
| 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 |
Nippon Life Asset Management (NAM IN): Operating performance improved sequentially |
India |
Sujal Kumar |
|
| 19-Oct-2022 |
HDFC Asset Management (HDFCAMC IN): Muted operating performance; Market share improving |
India |
Sujal Kumar |
|
| 19-Oct-2022 |
Polycab India Ltd (BUY; TP:3,050 ) Q2FY23 Result: Strong volumes growth in W&C; FMEG still to come back |
India |
Deepak Agarwal |
|
| 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 |
|
| 19-Oct-2022 |
ICICI Lombard (ICICIGI)- Underwriting performance inline; Beat on Investment income |
India |
Sujal Kumar |
|
| 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 |
|
| 17-Oct-2022 |
Blue Star Ltd - Initiating Coverage (BUY; TP: Rs 1,451) Revamping for profitable market share gains |
India |
Deepak Agarwal |
|
| 16-Oct-2022 |
ICICI PRU Life Insurance (IPRU IN): VNB growth driven by stronger margins- |
India |
Sujal Kumar |
|
| 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 |
Gas Sector: Q2FY23 results prev. - Headwinds to result in mixed performance |
India |
Ankur Agrawal |
|
| 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 |
|
| 04-Oct-2022 |
Consumer Electricals: Q2FY23 Preview: Q2; Weak demand on a higher base; Looking up to festive season |
India |
Deepak Agarwal |
|
| 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 |
|
| 01-Oct-2022 |
Gas price update: Domestic APM gas prices revised to US$ 8.57/mmbtu |
India |
Ankur Agrawal |
|
| 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 |
|
| 23-Sep-2022 |
Automobiles - Sector Update - Tyres: A rock and a hard place - Initiating Balkrishna Industries as Buy |
India |
Amar Kant Gaur |
|
| 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 |
|
| 14-Aug-2022 |
Bajaj Electricals Ltd (BUY; TP:1,428) Q1FY23: Thesis intact; gaining share in CP with improved BS |
India |
Deepak Agarwal |
|
| 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 |
PG Electroplast Ltd (BUY; TP: 1,298) Q1FY23 Results: Firing on products business with market share gain |
India |
Deepak Agarwal |
|
| 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 |
Somany Ceramics Ltd (BUY; TP:781) Q1FY23 Result: Capacity on board; gas prices may cap the margins |
India |
Deepak Agarwal |
|
| 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 |
Indraprastha Gas Limited (IGL IN) - Q1 ahead of estimates on higher realization and lower cost |
India |
Ankur Agrawal |
|
| 10-Aug-2022 |
Mahanagar Gas Ltd (MAHGL IN) Q1FY23 results - ahead of estimates on higher realization |
India |
Ankur Agrawal |
|
| 10-Aug-2022 |
Petronet LNG Ltd (PLNG IN) Q1FY23 results - Steady performance in-line with estimates |
India |
Ankur Agrawal |
|
| 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 |
Voltas Ltd (Downgrade - NEUTRAL; TP: 989) Q1FY23 Results: Hyper competitive environment to cap profitability |
India |
Deepak Agarwal |
|
| 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 |
MAX Financial Services (MAXF IN): Inline Performance |
India |
Sujal Kumar |
|
| 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 |
|
| 30-Jul-2022 |
Bajaj Electricals Ltd (BUY; TP: 1,311) Company Update & ARA: Getting ready for next leg of growth. |
India |
Deepak Agarwal |
|
| 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 |
Sona BLW Precision Forgings Ltd (SONACOMS IN) - Q1FY23 update - Orders keep flowing in - Maintain Buy |
India |
Amar Kant Gaur |
|
| 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 |
Manish Agarwalla |
|
| 28-Jul-2022 |
SBI Life Insurance (SBILIFE IN): Strong performance across all metrics |
India |
Sujal Kumar |
|
| 28-Jul-2022 |
Nippon Life Asset Management (NAM IN): Yields pressure remains; Market share stable |
India |
Sujal Kumar |
|
| 28-Jul-2022 |
Dr Reddys Laboratories - US gRevlimid launch to drive value growth starting Sept22; Maintain BUY with TP Rs 5100 |
India |
Surya Patra |
|
| 28-Jul-2022 |
M&M Financial Services (MMFS IN) - High credit cost impacts PAT |
India |
Manish Agarwalla |
|
| 28-Jul-2022 |
Teamlease Services (TEAM IN) Q1 FY23 Result Update - Revenues In line, Margins impacted by employee costs |
India |
Sandesh Shetty |
|
| 28-Jul-2022 |
Vedanta Q1FY23: Cost pressure to ease out in 2H; Dividend yields remain attractive (Maintain Buy) |
India |
Vikash Singh |
|
| 28-Jul-2022 |
Nestle India (NEST IN) 2QCY22 Result Update: Weak nos ; Acquisition of Petcare business and introduction of Gerber brand are key positives ; Maintain BUY with TP of Rs. 21,500 |
India |
Vishal Gutka |
|
| 28-Jul-2022 |
JK Lakshmi Cement (JKLC IN) - Maintain BUY (PO Rs770) |
India |
Vaibhav Agarwal |
|
| 28-Jul-2022 |
Shree Cement (SRCM IN) - Maintain Buy (PO Rs26,000) |
India |
Vaibhav Agarwal |
|
| 28-Jul-2022 |
Jubilant Foodworks (JUBI IN) 1QFY23 Result Update: Remains on track for aggressive expansion ; Maintain Neutral with Revised TP of Rs. 615 |
India |
Vishal Gutka |
|
| 28-Jul-2022 |
V-Guard Industries Ltd (BUY; TP: 286) Q1FY23 Result: Thesis playing out well; In-house + product = market share gain |
India |
Deepak Agarwal |
|
| 28-Jul-2022 |
Tata Steel Co Update: Stock split 10:1 effective from today; Adjusting target price to Rs 125 |
India |
Vikash Singh |
|
| 28-Jul-2022 |
Cognizant Technology 2QCY22 - Inline results; CY22 Guidance Downgraded |
India |
Vibhor Singhal |
|
| 27-Jul-2022 |
Tata Motors (TTMT IN) - Q1FY23 update - Worst seems to be behind - Maintain Buy |
India |
Saksham Kaushal |
|
| 27-Jul-2022 |
Maruti Suzuki (MSIL IN) - Q1FY23 update - Weak quarter but things are looking up - Maintain Buy |
India |
Saksham Kaushal |
|
| 27-Jul-2022 |
Bajaj Auto (BJAUT IN) - Q1FY23 update - Weaker currency to be a tailwind - Maintain Buy |
India |
Saksham Kaushal |
|
| 27-Jul-2022 |
KEI Industries Ltd (BUY; TP: ) Q1FY23 Result: Strong growth in B2C; Maintain guidance |
India |
Deepak Agarwal |
|
| 27-Jul-2022 |
Bajaj Finance (BAF IN) - Strong customer addition |
India |
Manish Agarwalla |
|
| 27-Jul-2022 |
Colgate Palmolive (CLGT IN) 1QFY23 Result Update: Gross margin pressure finally starts weighing on profitability ; Maintain SELL with revised TP of Rs. 1,250 |
India |
Vishal Gutka |
|
| 27-Jul-2022 |
Shoppers Stop (SHOP IN): Ahead of expectations, led by strong operating leverage |
India |
Anjali Verma |
|
| 27-Jul-2022 |
WIT (26th July): Stable/Positive economic activity; All eyes on Fed policy |
India |
Anjali Verma |
|
| 27-Jul-2022 |
Maharashtra Seamless Q1FY23: Outlook remains strong (Maintain Buy) |
India |
Vikash Singh |
|
| 27-Jul-2022 |
Larsen & Toubro (LT IN) Q1 FY23 Result Update - Robust order inflow; Upbeat outlook |
India |
Umesh Raut |
|
| 26-Jul-2022 |
Tata Steel Q1FY23: Performance to bottom out in 2Q; valuation remains attractive (Maintain Buy) |
India |
Vikash Singh |
|
| 26-Jul-2022 |
Asian Paints (APNT IN) 1QFY23 Result Update: Juggernaut on a roll ; Maintain BUY with Revised TP of Rs. 3,600 |
India |
Vishal Gutka |
|
| 26-Jul-2022 |
KPIT Tech Q1FY23: Strong Performance Overall; Bright Outlook; All’s Priced-in |
India |
Karan Uppal |
|
| 26-Jul-2022 |
Orient Electric Ltd (BUY; TP: 366) Q1FY23 Result: Fans dragged the performance; Expect recovery in H2 |
India |
Deepak Agarwal |
|
| 25-Jul-2022 |
TechM 1QFY23 - Decent growth; Margin Profile Remains Weak |
India |
Vibhor Singhal |
|
| 25-Jul-2022 |
Crompton Greaves Consumer Electricals Ltd (BUY; TP: 508) Q1FY23 Result: Moving up in appliances; Expect margin recovery from H2 |
India |
Deepak Agarwal |
|
| 25-Jul-2022 |
Axis Bank (AXSB IN) - Margin surprises positively |
India |
Manish Agarwalla |
|
| 25-Jul-2022 |
ESG - COP 26 Progress: COP 26 Presidents India Visit |
India |
Anjali Verma |
|
| 25-Jul-2022 |
Infosys 1QFY23 - Decent results – Strong growth; Margins soft; Outlook bright – Maintain BUY |
India |
Vibhor Singhal |
|
| 25-Jul-2022 |
SRF Ltd - Multiplying growth in core chemicals excites; BUY with raised TP of Rs 2750 |
India |
Surya Patra |
|
| 25-Jul-2022 |
Atul Ltd - Benefited from healthy realizations; Cost pressure continues; Maintain Neutral with TP Rs 9400: |
India |
Surya Patra |
|
| 25-Jul-2022 |
Kotak Mahindra Bank (KMB IN) - Core operating performance remains strong |
India |
Manish Agarwalla |
|
| 25-Jul-2022 |
ICICI Bank (ICICIBC IN) - Strong inline performance |
India |
Manish Agarwalla |
|
| 24-Jul-2022 |
HDFC Asset Management (HDFCAMC IN): Market share trends turning around |
India |
Sujal Kumar |
|
| 24-Jul-2022 |
UltraTech Cement (Maintain BUY - PO Rs8,850) |
India |
Vaibhav Agarwal |
|
| 23-Jul-2022 |
Crompton Greaves Consumer Electricals Ltd (BUY; TP: 508) Annual Report Analysis: Moving up in product with diversified portfolio and cost synergies |
India |
Deepak Agarwal |
|
| 23-Jul-2022 |
Coforge Ltd 1QFY23 - Decent results; Soft margins; Growth outlook remains strong – Maintain BUY |
India |
Vibhor Singhal |
|
| 23-Jul-2022 |
Persistent Systems 1QFY23 - Strong performance yet again, Outperformance to continue - Maintain BUY |
India |
Karan Uppal |
|
| 22-Jul-2022 |
Mphasis 1QFY23 - Decent results; Margins stable; Strong Outlook; Maintain BUY |
India |
Karan Uppal |
|
| 22-Jul-2022 |
JSW Steel Q1FY23: Volume growth story hit duty speed breaker (Maintain Neutral) |
India |
Vikash Singh |
|
| 22-Jul-2022 |
Page Industries: FY22 Annual Report Analysis |
India |
Ankit Kedia |
|
| 21-Jul-2022 |
Cyient 1QFY23 - Mixed Bag; Growth/Margin Challenges Remain; BS Getting Stretched |
India |
Karan Uppal |
|
| 21-Jul-2022 |
Kajaria Ceramics Ltd (NEUTRAL; TP: 1,184) Q1FY23 Result: In-the Price; Building capacities for higher volume growth |
India |
Saksham Kaushal |
|
| 21-Jul-2022 |
Ceat Ltd (CEAT IN) - Q1FY23 update - Higher crude prices, adverse mix drag margins - Maintain Neutral |
India |
Saksham Kaushal |
|
| 21-Jul-2022 |
Logistics monthly update - Major ports reported volume growth of 12.3% yoy in June 2022 |
India |
Vikram Suryavanshi |
|
| 21-Jul-2022 |
Agro Tech Foods (ATFL IN) 1QFY23 Result Update - Near term challenge continues to persist ; Maintain BUY with Revised TP of Rs. 950/ |
India |
Vishal Gutka |
|
| 21-Jul-2022 |
Havells India Ltd (BUY; TP: 1,417) Q1FY23 Result: Margins recovery in H2; Lloyd gaining market share |
India |
Deepak Agarwal |
|
| 21-Jul-2022 |
Hindustan Zinc Q1FY23: Hold on possible Govt stake sale and good dividend yield (Maintain Neutral) |
India |
Vikash Singh |
|
| 20-Jul-2022 |
Polycab India Ltd (BUY; TP: 2,546) Q1FY23 Results: Softening RM impacted performance; Expect recovery in H2 |
India |
Deepak Agarwal |
|
| 20-Jul-2022 |
Wipro 1QFY23 - Modest results; Significant margin erosion – Outlook weak |
India |
Vibhor Singhal |
|
| 20-Jul-2022 |
IndusInd Bank (IIB IN) - Overall strong performance |
India |
Manish Agarwalla |
|
| 20-Jul-2022 |
WIT (19th July): Mixed economic activity; expectedly softer momentum |
India |
Anjali Verma |
|
| 19-Jul-2022 |
HeidelbergCement India Ltd (HEIM IN) - Maintain BUY (PO Rs240 |
India |
Vaibhav Agarwal |
|
| 19-Jul-2022 |
Ambuja Cements (ACEM IN) - Maintain BUY (PO Rs430) |
India |
Vaibhav Agarwal |
|
| 19-Jul-2022 |
Hindustan Unilever Ltd (HUVR IN) 1QFY23 Result Update : Business outlook gradually improving ; Maintain BUY with Revised TP of Rs. 2,950/- |
India |
Vishal Gutka |
|
| 19-Jul-2022 |
Blue Star Ltd: FY22 Annual Report Analysis; Expanding manufacturing capabilities for market share gain |
India |
Deepak Agarwal |
|
| 19-Jul-2022 |
HDFC Life (HDFCLIFE IN): Inline performance; APE growth will be key going forward |
India |
Sujal Kumar |
|
| 19-Jul-2022 |
ICICI Lombard (ICICIGI)- PAT miss on lower investment income |
India |
Sujal Kumar |
|
| 19-Jul-2022 |
Global Alliances - I2U2 Group: Economic co-operation with investment support to India |
India |
Anjali Verma |
|
| 18-Jul-2022 |
Sona BLW Precision Forgings Ltd (SONACOMS IN) - Company Update - Much more to come - Maintain Buy |
India |
Amar Kant Gaur |
|
| 18-Jul-2022 |
Shoppers Stop: FY22 Annual Report Analysis |
India |
Ankit Kedia |
|
| 16-Jul-2022 |
HDFC Bank (HDFCB IN) - Focus on risk adjusted return |
India |
Manish Agarwalla |
|
| 16-Jul-2022 |
HDFC Bank (HDFCB IN) - Focus on risk adjusted return |
India |
Sujal Kumar |
|
| 15-Jul-2022 |
Jindal Steel & Power Q1FY23: Negatives largely factored in… (Upgrade to Buy) |
India |
Vikash Singh |
|
| 15-Jul-2022 |
L&T Tech Services: Q1FY23 - Decent results, Exposure to discretionary spend a concern |
India |
Vibhor Singhal |
|
| 15-Jul-2022 |
Latent View Analytics ARA - Niche Player in Fast Growing Data Analytics Domain |
India |
Karan Uppal |
|
| 15-Jul-2022 |
UPL Ltd (UPLL IN); EU crisis creates opportunity; Interest concern overdone |
India |
Harmish Desai |
|
| 14-Jul-2022 |
L&T Infotech Q1FY23 - Decent results, Robust Margins; Outlook Remains Healthy - Maintain BUY |
India |
Vibhor Singhal |
|
| 14-Jul-2022 |
ACC Ltd (ACC IN) - Maintain BUY (PO Rs2,600) |
India |
Vaibhav Agarwal |
|
| 14-Jul-2022 |
IT Services - ISG Q2CY22: Modest dealflow – US/EU steady, dragged down by APAC |
India |
Vibhor Singhal |
|
| 13-Jul-2022 |
WIT (12th July): Economic activity weaker; mobility recovers |
India |
Anjali Verma |
|
| 13-Jul-2022 |
Mindtree Q1FY23 - Strong all-round performance, beating expectations- Maintain BUY |
India |
Vibhor Singhal |
|
| 12-Jul-2022 |
HCL Tech Q1FY23 - Modest results; Margins under significant pressure - Maintain NEUTRAL |
India |
Vibhor Singhal |
|
| 12-Jul-2022 |
CPI, IIP : Inflation calms; IIP progressed |
India |
Anjali Verma |
|
| 12-Jul-2022 |
MF Tracker (Jun) - Flows strong amidst weak market setup; Buying in Autos; selling in Financials/Metals |
India |
Anjali Verma |
|
| 11-Jul-2022 |
V-Guard Industries Ltd (BUY; TP: 286) Annual Report Analysis: Strategy In-line; In-house + products = Market share gains |
India |
Deepak Agarwal |
|
| 11-Jul-2022 |
Gati Ltd - Company Update : En-route to transformation Not Rated |
India |
Vikram Suryavanshi |
|
| 11-Jul-2022 |
Avenue Supermarts: Gross margin expansion & store expansion surprises positively |
India |
Ankit Kedia |
|
| 10-Jul-2022 |
Mahindra & Mahindra (MM IN) - Company update - EV investments addressed - Maintain Buy |
India |
Saksham Kaushal |
|
| 08-Jul-2022 |
TCS 1QFY23 - Steady performance; Near term strong; Long term cautious – Maintain BUY |
India |
Vibhor Singhal |
|
| 07-Jul-2022 |
Mahindra Logistics - Company Update : Building sustainable scale Maintain BUY |
India |
Vikram Suryavanshi |
|
| 07-Jul-2022 |
SRF Ltd - All set to deliver quality growth driven by core chemical Biz; Reiterate BUY with TP Rs 2500 |
India |
Surya Patra |
|
| 06-Jul-2022 |
Consumer & Retail sector 1QFY22: Result Preview - RM headwinds continue; However, outlook gradually improving |
India |
Vishal Gutka |
|
| 06-Jul-2022 |
PC WIT (5th July): Slight weakness in economic activity; Brent plunge to bring relief |
India |
Anjali Verma |
|
| 06-Jul-2022 |
Metals Q1FY23 results preview - Higher cost + lower volumes = Subdued performance |
India |
Vikash Singh |
|
| 06-Jul-2022 |
PC-Strategy: Q1FY23 Results Preview - Expectedly softer quarter; Future commentary critica |
India |
Anjali Verma |
|
| 05-Jul-2022 |
Financials Q1FY23 Results Preview - Core-performance remains healthy |
India |
Manish Agarwalla |
|
| 05-Jul-2022 |
Cement – Q1FY23 Preview |
India |
Vaibhav Agarwal |
|
| 05-Jul-2022 |
Consumer Electricals: Q1FY23 Result Preview; Q1: Strong summer season, but weak consumer sentiments |
India |
Deepak Agarwal |
|
| 04-Jul-2022 |
Macro & Strategy (Monthly): PCI at 11-month low as inflation rose and equities fel |
India |
Anjali Verma |
|
| 04-Jul-2022 |
Agriculture Inputs; Q1FY23 preview: Steady performance amidst challenges |
India |
Harmish Desai |
|
| 04-Jul-2022 |
Pharma Q1FY23 Preview: Margin pressure softens earnings; Key result picks - BIOS, DRRD, DIVI |
India |
Surya Patra |
|
| 04-Jul-2022 |
Specialty Chemicals Q1FY23 Preview: Spike in input costs dampen earnings; Top results picks: SRF and VO |
India |
Surya Patra |
|
| 01-Jul-2022 |
IT Services - Q1FY23 Preview: Steady growth amidst volatile macro |
India |
Vibhor Singhal |
|
| 30-Jun-2022 |
Fiscal deficit & Core Sector: Deficit slightly higher; core sector improving |
India |
Anjali Verma |
|
| 30-Jun-2022 |
Ratnamani Metals & Tubes: Adjusting target price for bonus issue (Maintain Buy) |
India |
Vikash Singh |
|
| 29-Jun-2022 |
WIT (28th June): HFIs holding up against pessimism |
India |
Anjali Verma |
|
| 28-Jun-2022 |
Mahindra & Mahindra (MM IN) - Company Update - Another blockbuster on hand |
India |
Saksham Kaushal |
|
| 27-Jun-2022 |
V-Guard Industries Ltd (BUY; TP: 286) Company Update: Moving up in manufacturing + products = Market share gains |
India |
Deepak Agarwal |
|
| 27-Jun-2022 |
Automobiles Sector update - More features, more tech, more UVs |
India |
Saksham Kaushal |
|
| 24-Jun-2022 |
Indian Tile Industry: Morbi Visit: Going through a rough patch, focusing on costs |
India |
Deepak Agarwal |
|
| 24-Jun-2022 |
HDFC Bank (HDFCB IN) - Transforming from sales to ‘service first’ |
India |
Manish Agarwalla |
|
| 24-Jun-2022 |
Asian Paints (APNT IN) Company Update: One more strong quarter for the market leader ; Maintain BUY with TP of Rs. 3200/- |
India |
Vishal Gutka |
|
| 23-Jun-2022 |
Accenture 3QFY22: Strong results, FY22 Guidance upgraded again, +ve for Indian I |
India |
Vibhor Singhal |
|
| 23-Jun-2022 |
Metals Monthly Wrap - June 2022 |
India |
Vikash Singh |
|
| 22-Jun-2022 |
WIT (21st June): Stable indicators |
India |
Anjali Verma |
|
| 22-Jun-2022 |
Dr Reddys Laboratories - Laid out ambitious 5 year plan; Could hurt near-term margins: |
India |
Surya Patra |
|
| 22-Jun-2022 |
Logistics monthly update - Major ports reported volume growth of 9%yoy in May 2022 |
India |
Vikram Suryavanshi |
|
| 21-Jun-2022 |
Ground View Annual Conference - Key takeaways |
India |
Manish Agarwalla |
|
| 14-Jun-2022 |
WIT (14th June): Mixed indicators; eyes on FOMC policy |
India |
Anjali Verma |
|
| 13-Jun-2022 |
India CPI: Softer yet elevated; Core inflation fell |
India |
Anjali Verma |
|
| 13-Jun-2022 |
Life Insurance: Rising rates do not alter the structural growth story |
India |
Sujal Kumar |
|
| 12-Jun-2022 |
Siemens India (SIEM IN) - Opportunities galore!! |
India |
Umesh Raut |
|
| 08-Jun-2022 |
Monetary Policy: RBI Hawkishness at its high |
India |
Anjali Verma |
|
| 08-Jun-2022 |
WIT (7th June): Mixed indicators; HFD decent |
India |
Anjali Verma |
|
| 06-Jun-2022 |
IT Services - The Top-down, Bottom-up Conundrum |
India |
Vibhor Singhal |
|
| 06-Jun-2022 |
Retail Sector: Q4FY22 result review |
India |
Ankit Kedia |
|
| 06-Jun-2022 |
Macro & Strategy (Monthly): Minor decline in PCI; correction in equitie |
India |
Anjali Verma |
|
| 06-Jun-2022 |
HDFC Bank (HDFCB IN) - Midst of transformation |
India |
Manish Agarwalla |
|
| 05-Jun-2022 |
Finolex Cables Ltd (BUY; TP: 510) Q4FY22 Results: Volume growth in EW but Higher RM impacted Margins |
India |
Deepak Agarwal |
|
| 04-Jun-2022 |
KDDL 4QFY22 Update : Back to luxury time Upgrade to BUY. |
India |
Vikram Suryavanshi |
|
| 03-Jun-2022 |
PC Pipe Sector Initiation - Demand revival on cards after years of underinvestment |
India |
Vikash Singh |
|
| 02-Jun-2022 |
Infrastructure Q4FY22 - The ‘order-book-keeper’ – Mega finish to FY22, Momentum to continue |
India |
Vibhor Singhal |
|
| 02-Jun-2022 |
Aegis Logistics 4QFY22 Update: Capex to drive growth together with Joint venture |
India |
Vikram Suryavanshi |
|
| 02-Jun-2022 |
Allcargo Logistics 4QFY22 Update - Strong operating performance in MTO Maintain Neutral |
India |
Vikram Suryavanshi |
|
| 01-Jun-2022 |
PC WIT (31 May): Mobility improves with mixed industrial indicators |
India |
Anjali Verma |
|
| 01-Jun-2022 |
KNR Construction - Q4FY22 - Decent results; Fundamentals strong – Thesis intact |
India |
Vibhor Singhal |
|
| 01-Jun-2022 |
Indo Count Industries 4QFY22 Update : Consolidating leadership position Maintain BUY |
India |
Vikram Suryavanshi |
|
| 01-Jun-2022 |
Ahluwalia Contracts - Q4FY22 - Modest results; Fundamentals strong; Margin profile a worry |
India |
Vibhor Singhal |
|
| 01-Jun-2022 |
Quess Corp (QUESS IN) Q4FY22 Result Update - In line operational performance |
India |
Sandesh Shetty |
|
| 01-Jun-2022 |
Aurobindo Pharma - Double-digit price erosion in the US hurts; Maintain BUY with TP Rs 700 |
India |
Surya Patra |
|
| 31-May-2022 |
Q4 & FY22 GDP : Better than expectation; consumption lags |
India |
Anjali Verma |
|
| 31-May-2022 |
TCI Ltd 4QFY22 Update : Strong performance in Shipping Maintain BUY |
India |
Vikram Suryavanshi |
|
| 31-May-2022 |
Fiscal deficit: FY22 deficit lower than RE at 6.7% of GDP |
India |
Anjali Verma |
|
| 31-May-2022 |
GR Infraprojects Ltd - Q4FY22 - Decent results; Fundamentals strong – Growth concerns remain |
India |
Vibhor Singhal |
|
| 31-May-2022 |
PC-Strategy – Q4FY22 Largely in-Line; Margin compression near-bottom |
India |
Anjali Verma |
|
| 31-May-2022 |
Jindal Steel & Power Q4FY22: Deleveraging to continue despite capex plans and margin compression |
India |
Vikash Singh |
|
| 31-May-2022 |
PNC Infratech Ltd - Q4FY22 - Decent results; Strong fundamentals – Valuation attractiv |
India |
Vibhor Singhal |
|
| 31-May-2022 |
Sun Pharma - Sequential value growth still on cards; Maintain BUY with TP Rs 1050 |
India |
Surya Patra |
|
| 31-May-2022 |
Crompton Greaves Consumer Electricals Ltd (BUY; TP: 470) Q4FY22 Results: In Line performance, moving up in ECD. |
India |
Deepak Agarwal |
|
| 31-May-2022 |
Aarti Industries -Cost pressure to negate visible FY23 volume growth: BUY with TP Rs 1000 |
India |
Surya Patra |
|
| 30-May-2022 |
Jubilant Foodworks (JUBI IN) 4QFY22 Result Update -Appointment of new CEO is key positive, but aggressive store expansion to put pressure on margins ; Maintain Neutral with TP of Rs. 600 |
India |
Vishal Gutka |
|
| 30-May-2022 |
PG Electroplast Ltd (BUY; TP: 1,251) Q4FY22 Result: In a new avatar; Firing on Product business |
India |
Deepak Agarwal |
|
| 30-May-2022 |
Mahindra & Mahindra (MM IN) - Q4FY22 update - Stars are aligning - Upgrade to Buy |
India |
Saksham Kaushal |
|
| 30-May-2022 |
PC - Strategy: Model portfolio - Positive on IT, Banks, Discretionary |
India |
Anjali Verma |
|
| 29-May-2022 |
VRL Logistics 4QFY22 Update - Moving in the fast lane Maintain BUY |
India |
Vikram Suryavanshi |
|
| 29-May-2022 |
Sanghi Industries (SNGI IN) - maintain BUY - PO Rs60 |
India |
Vaibhav Agarwal |
|
| 29-May-2022 |
The India Cements Ltd - Downgrade to Sell: PO Rs135 |
India |
Vaibhav Agarwal |
|
| 29-May-2022 |
Pennar Industries 4QFY22 Update - Strong growth in product segment Maintain BUY |
India |
Vikram Suryavanshi |
|
| 28-May-2022 |
Bata India - Focus on franchise EBO and MBO to drive growth |
India |
Ankit Kedia |
|
| 28-May-2022 |
Johnson Controls- Hitachi Air Conditioning (I) Ltd (Neutral; TP: 1,656) Q4FY22 Result: Commodity Inflation & Higher Competitive Environment impacted RAC Margins |
India |
Deepak Agarwal |
|
| 27-May-2022 |
NMDC Q4FY22: Export duty plaguing earning visibility (maintain Neutral) |
India |
Vikash Singh |
|
| 27-May-2022 |
JSW Steel Q4FY22: Robust volume growth to partly compensate for spread contraction (Maintain Neutral) |
India |
Vikash Singh |
|
| 27-May-2022 |
ITD Cementation - Q4FY22 - Modest results, Weak margins; Orderbook strong |
India |
Vibhor Singhal |
|
| 27-May-2022 |
Praj Industries 4QFY22 update - Execution and Order inflow remain strong Maintain BUY |
India |
Vikram Suryavanshi |
|
| 27-May-2022 |
Muthoot Finance (MUTH IN) Q4FY22: Competition taking toll on margins; no reprieve in sight |
India |
Pradeep Agrawal |
|
| 26-May-2022 |
Hindalco Q4FY22: Risk-reward remained favorable (Maintain Buy) |
India |
Vikash Singh |
|
| 26-May-2022 |
Ashoka Buildcon - Q4FY22 - Decent results; Fundamentals strong; Valuations attractive |
India |
Vibhor Singhal |
|
| 26-May-2022 |
Colgate Palmolive (CLGT IN) 4QFY22 Result Update: Better than expected gross margin drive the beat ; Maintain SELL with TP of Rs. 1,300/ |
India |
Vishal Gutka |
|
| 26-May-2022 |
Page Industries: Strong performance led by price increase |
India |
Ankit Kedia |
|
| 26-May-2022 |
NALCO Q4FY22: Best ever performance; Positive outlook intact (Maintain Buy) |
India |
Vikash Singh |
|
| 26-May-2022 |
V-Mart Retail: Near term demand challenges remain high ( |
India |
Ankit Kedia |
|
| 26-May-2022 |
Bharat Electronics (BHE IN) 4QFY22 Result Update - Building on strengths, bright growth prospects |
India |
Umesh Raut |
|
| 26-May-2022 |
Repco Home Finance (REPCO IN) - Repco Home Finance (REPCO IN) |
India |
Manish Agarwalla |
|
| 26-May-2022 |
Repco Home Finance (REPCO IN) - Repco Home Finance (REPCO IN) |
India |
Manish Agarwalla |
|
| 26-May-2022 |
IPCA Laboratories -Cost pressure and trade challenges hurts FY23 earnings: Downgrade to NUETRAL with lowered TP Rs 1000 |
India |
Surya Patra |
|
| 25-May-2022 |
HeidelbergCement India Ltd (HEIM IN): Back on track of its consistency but cost headwinds not ruled out ahead (Maintain BU |
India |
Vaibhav Agarwal |
|
| 25-May-2022 |
Adani Ports & SEZ - Q4FY22 - Modest results; Decent guidance; Near term concerns remain |
India |
Vibhor Singhal |
|
| 25-May-2022 |
Adani Ports & SEZ - Q4FY22 - Modest results; Decent guidance; Near term concerns remain |
India |
Vibhor Singhal |
|
| 25-May-2022 |
JK Cement Ltd (JKCE IN): In-line results; but cost head-winds will impact near-term (Maintain BUY) |
India |
Vaibhav Agarwal |
|
| 25-May-2022 |
WIT (24 May): Economic activity robust despite headwinds |
India |
Anjali Verma |
|
| 25-May-2022 |
HG Infra - Q4FY22 - Decent performance; Strong guidance for FY23 |
India |
Vibhor Singhal |
|
| 24-May-2022 |
ABFRL: Fund raise to accelerate growth |
India |
Ankit Kedia |
|
| 24-May-2022 |
Trent: FY22 Annual Report Analysis |
India |
Ankit Kedia |
|
| 24-May-2022 |
SAIL Q4FY22: Margins at risk; Capex plans to slow down debt reduction (Maintain Sell) |
India |
Vikash Singh |
|
| 24-May-2022 |
Divis Laboratories - Best positioned for a steady structural growth; BUY with a TP of Rs 5500 |
India |
Surya Patra |
|
| 23-May-2022 |
Chambal Fertilisers - Visible growth triggers look limited; Maintain BUY with TP Rs 500 |
India |
Surya Patra |
|
| 23-May-2022 |
Metals Sector Update: Export duty impact: Reducing Ferrous EBITDA by c.20% |
India |
Vikash Singh |
|
| 22-May-2022 |
Shree Cement (SRCM IN): Maintain BUY (PO Rs29,000) |
India |
Vaibhav Agarwal |
|
| 22-May-2022 |
Fiscal act against Inflation: Government steps in to curb inflation; will exert pressure on fiscal deficit |
India |
Anjali Verma |
|
| 22-May-2022 |
Camlin Fine Sciences - Energy cost spike in Europe checks earnings momentum; Maintain BUY with lowered TP Rs 200 |
India |
Surya Patra |
|
| 22-May-2022 |
Zydus Lifesciences Ltd - US pricing challenge hurts FY23 growth ; Maintain BUY with lowered TP Rs 470 |
India |
Surya Patra |
|
| 22-May-2022 |
Navkar Corporation of India 4QFY22 Update : Expanding reach Maintain BUY |
India |
Vikram Suryavanshi |
|
| 22-May-2022 |
Concor 4QFY22 Update : Operating matrix remain strong Maintain BUY |
India |
Vikram Suryavanshi |
|
| 21-May-2022 |
V-Guard Industries Ltd (BUY; TP: 327) Q4FY22 Result: Moving up in In-House Manufacturing; with market share gain |
India |
Deepak Agarwal |
|
| 20-May-2022 |
Ashok Leyland (AL IN) - Q4FY22 update - Market share gains should allay some concerns - Maintain Neutral |
India |
Saksham Kaushal |
|
| 20-May-2022 |
Endurance Technologies (ENDU IN) - Q4FY22 update - Signs of pick up in 2W demand - Maintain Buy |
India |
Amar Kant Gaur |
|
| 20-May-2022 |
JK Lakshmi Cement (Maintain Buy; PO Rs830 |
India |
Vaibhav Agarwal |
|
| 20-May-2022 |
Star Cement - Upgrade to Buy (PO Rs110 |
India |
Vaibhav Agarwal |
|
| 20-May-2022 |
Lupin - Earning challenges to continue in H1: Maintain NEUTRAL with lowered TP Rs 710 |
India |
Surya Patra |
|
| 20-May-2022 |
LIC Housing Finance (LICHF IN) - Subdued Roe to keep valuation at bay |
India |
Manish Agarwalla |
|
| 20-May-2022 |
Dr Reddys Laboratories - Reemphasizing US focus but beyond traditional generics; Maintain BUY with TP Rs 5250 |
India |
Surya Patra |
|
| 20-May-2022 |
Somany Ceramics Ltd (BUY; TP: 889) Q4FY22 result: RM pressure impacted margins; Strong volume guidance |
India |
Deepak Agarwal |
|
| 19-May-2022 |
Godrej Consumer Products (GCPL IN) 4QFY22 Result Update: Category/ Geography specific risks plays spoilsport ; Maintain BUY with Revised TP of Rs. 975/- |
India |
Vishal Gutka |
|
| 19-May-2022 |
Teamlease Services (TEAM IN) 4QFY22 Result Update - In line performance, clarity on tax issue key monitorable |
India |
Sandesh Shetty |
|
| 19-May-2022 |
PI Industries Ltd - All eyes on M&A led growth surprise; Maintain NEUTRAL with TP Rs 2900 |
India |
Surya Patra |
|
| 18-May-2022 |
ITC Ltd (ITC IN) 4QFY22 Result Update: Silver lining in Dark clouds ; Upgrade to BUY with Revised TP of Rs. 320/ |
India |
Vishal Gutka |
|
| 18-May-2022 |
Manappuram Finance (MGFL IN) Q4FY22: Heightened competitive intensity continue to impact growth |
India |
Pradeep Agrawal |
|
| 18-May-2022 |
Bharti Airtel - Q4FY22 - Inline results; Continuously improving business fundamentals |
India |
Vibhor Singhal |
|
| 18-May-2022 |
WIT (17 May): Economic activity holding up |
India |
Anjali Verma |
|
| 18-May-2022 |
IRB Infrastructure - Q4FY22 - Inline results; Balance sheet strengthened – Fairly priced |
India |
Vibhor Singhal |
|
| 18-May-2022 |
Kajaria Ceramics Ltd (BUY; TP: 1,147) Q4FY22 Result: In line revenue; Gas cost impacted margins |
India |
Deepak Agarwal |
|
| 18-May-2022 |
Bajaj Electricals Ltd (BUY; TP: 1,311) Q4FY22 Results: Thesis intact; gaining share in CP with improved balance sheet |
India |
Deepak Agarwal |
|
| 17-May-2022 |
Logistics monthly update - Cargo volume recovery at major ports in April 2022 |
India |
Vikram Suryavanshi |
|
| 16-May-2022 |
Bharat Forge (BHFC IN) - Q4FY22 update - Decent quarter, enough headroom for growth - Maintain Buy |
India |
Saksham Kaushal |
|
| 16-May-2022 |
Kalpataru Power (KPP IN) Q4FY22 Result Update - Optimistic outlook despite subdued Q4 |
India |
Umesh Raut |
|
| 16-May-2022 |
Adani group buys Ambuja & ACC - Here comes the deal of many lifetimes...: A Sectoral take by |
India |
Vaibhav Agarwal |
|
| 16-May-2022 |
Vinati Organics Ltd - Capex led growth with margin pressure imminent; Maintain Neutral with TP Rs 2000 |
India |
Surya Patra |
|
| 15-May-2022 |
Apollo Tyres (APTY IN) - Q4FY22 update - Demand outlook improved, cost headwind to margins |
India |
Saksham Kaushal |
|
| 15-May-2022 |
Rural Electrification Corporation |
India |
Manish Agarwalla |
|
| 15-May-2022 |
Poonawalla Fincorp (POONAWAL IN) Q4FY22: Operating results inline; asset quality improve |
India |
Pradeep Agrawal |
|
| 15-May-2022 |
Mangalam Cement (Maintain Buy; PO Rs 510) |
India |
Vaibhav Agarwal |
|
| 15-May-2022 |
Titan Company (TTAN IN): Analyst Meet - Setting gold standard ; Maintain BUY with TP of Rs. 2,750/ |
India |
Vishal Gutka |
|
| 15-May-2022 |
Avenue Supermarts:Favorable mix, operating leverage to aid margins in FY23 |
India |
Ankit Kedia |
|
| 15-May-2022 |
Bank of Baroda (BOB IN) - Elevated credit cost |
India |
Manish Agarwalla |
|
| 15-May-2022 |
Bank of Baroda (BOB IN) - Elevated credit cost |
India |
Manish Agarwalla |
|
| 15-May-2022 |
State Bank of India (SBIN IN) - Strong performance across parameter |
India |
Manish Agarwalla |
|
| 13-May-2022 |
Escorts Ltd (ESC IN) - Q4FY22 update - High inventory and commodity prices still a challenge - Maintain Neutral |
India |
Saksham Kaushal |
|
| 13-May-2022 |
Escorts Ltd (ESC IN) - Q4FY22 update - High inventory and commodity prices still a challenge - Maintain Neutral |
India |
Saksham Kaushal |
|
| 13-May-2022 |
Eicher Motors (EIM IN) - Q4FY22 update - Rising exports and improving production to drive growth - Maintain Buy |
India |
Saksham Kaushal |
|
| 13-May-2022 |
Emami (HMN IN) 4QFY22: Result Update - Favorable risk reward ; Maintain BUY with Revised TP of Rs. 525 |
India |
Vishal Gutka |
|
| 13-May-2022 |
TechM 4QFY22 - In-line growth; weak margins; Organic growth remains soft |
India |
Vibhor Singhal |
|
| 13-May-2022 |
Larsen & Toubro (LT IN) 4QFY22 Result Update - Resilient performance |
India |
Umesh Raut |
|
| 12-May-2022 |
CPI, IIP : Inflation expectedly surged; IIP decent on high base |
India |
Anjali Verma |
|
| 12-May-2022 |
Indian Bank (INBK IN) - Credit cost to remain elevated |
India |
Manish Agarwalla |
|
| 12-May-2022 |
Tata Motors (TTMT IN) - Q4FY22 update - Solid performance, but China weakness a risk - Maintain Bu |
India |
Saksham Kaushal |
|
| 12-May-2022 |
Vodafone Idea Q4FY22 - Modest performance; Still a long way to go |
India |
Vibhor Singhal |
|
| 12-May-2022 |
Coforge Ltd 4QFY22 - Results Inline; Outlook Remains Strong – Maintain BUY |
India |
Vibhor Singhal |
|
| 12-May-2022 |
Orient Electric Ltd (BUY; TP: 387) Q4FY22 Result: Higher focus on GM; delayed stocking impacted ECD growth |
India |
Deepak Agarwal |
|
| 12-May-2022 |
Polycab India Ltd (BUY; TP: 2,767) Q4FY22 Result: Led by strong value growth |
India |
Deepak Agarwal |
|
| 11-May-2022 |
WIT (10 May): Mixed industrial indicators; mobility rising |
India |
Anjali Verma |
|
| 11-May-2022 |
SRF Ltd - Surprise earnings up-swing in chemicals re-rates; Upgrade to BUY with TP of Rs 2500 |
India |
Surya Patra |
|
| 11-May-2022 |
Cipla - Earnings momentum hinges on key drug launches; Maintain BUY with TP Rs1200 |
India |
Surya Patra |
|
| 11-May-2022 |
MAX Financial Services (MAXF IN): Muted growth, Stronger Margin |
India |
Sujal Kumar |
|
| 10-May-2022 |
KEI Industries Ltd (BUY; TP:1,537) Q4FY22 Result: Strong performance, continuous increase share in B2C |
India |
Deepak Agarwal |
|
| 10-May-2022 |
Dalmia Bharat (DALBHARA IN) - Maintain Neutral (PO: Rs1,500) |
India |
Vaibhav Agarwal |
|
| 10-May-2022 |
Asian Paints (APNT IN) 4QFY22 Result Update: Canvassing volume led growth ahead; Maintain BUY with Revised TP of Rs. 3,500 |
India |
Vishal Gutka |
|
| 10-May-2022 |
Delhivery IPO Note - Tech-enabled asset light business model - Not rated |
India |
Vikram Suryavanshi |
|
| 10-May-2022 |
UPL Ltd - Sustains outperformance despite challenges; Maintain BUY with raised TP of Rs 110 |
India |
Surya Patra |
|
| 09-May-2022 |
Voltas Ltd (BUY; TP: 1,235) Q4FY22 Result: Better times ahead; Focus on market share gain |
India |
Deepak Agarwal |
|
| 09-May-2022 |
Bajaj Consumer Care (BAJAJCON IN) 4QFY22: Result Update -Elongated road to recovery ; Downgrade to Neutral with Revised TP of Rs. 150/- |
India |
Vishal Gutka |
|
| 08-May-2022 |
DCB Bank (DCBB IN) - Well set to achieve 1% RoA |
India |
Manish Agarwalla |
|
| 08-May-2022 |
IT Services - LTI & MTCL Merger - Just as we Predicted - The Next IT Behemoth |
India |
Vibhor Singhal |
|
| 06-May-2022 |
Ceat Ltd (CEAT IN) - Q4FY22 update - Good traction in exports, RM inflation still a concern - Maintain Neutral |
India |
Saksham Kaushal |
|
| 06-May-2022 |
Cholamandalam Finance (CIFC IN) Q4FY22: Operating result below estimates; asset quality improves |
India |
Pradeep Agrawal |
|
| 06-May-2022 |
Macro & Strategy (Monthly): PCI Index marginally higher; Equity valuations adjusting to higher rate |
India |
Anjali Verma |
|
| 06-May-2022 |
ESG: Initiating Coverage: An Auxiliary Investing Approach: A mechanism to build a better future |
India |
Anjali Verma |
|
| 05-May-2022 |
TVS Motor (TVSL IN) - Q4FY22 update - Solid performance in challenging environment - Maintain Buy |
India |
Saksham Kaushal |
|
| 05-May-2022 |
Sona BLW Precision Forgings Ltd - Q4FY22 update - Commodity inflation to mar margins in near term - Maintain Buy |
India |
Amar Kant Gaur |
|
| 05-May-2022 |
ABB India (ABB IN) Q1CY22 Result Update - Stellar result; Outlook remain robust |
India |
Umesh Raut |
|
| 05-May-2022 |
Marico Ltd (MRCO IN) 4QFY22 Result Update: Challenging macro to weigh on profitability growth; Maintain Neutral with TP of Rs. 475 |
India |
Vishal Gutka |
|
| 05-May-2022 |
Marico Ltd (MRCO IN) 4QFY22 Result Update: Challenging macro to weigh on profitability growth; Maintain Neutral with TP of Rs. 475 |
India |
Vishal Gutka |
|
| 05-May-2022 |
Dabur India (DABUR IN) 4QFY22 Result Update: Near term demand outlook challenging as covid tailwinds taper off ; Maintain BUY with Revised TP of Rs. 625/ |
India |
Vishal Gutka |
|
| 05-May-2022 |
Tata Consumer Products Ltd (TATACONS IN) 4QFY22: Result Update - Relatively better equipped to handle RM inflation ; Maintain BUY with Revised TP of RS. 930/ |
India |
Vishal Gutka |
|
| 05-May-2022 |
Havells India Ltd (BUY; TP:1,382) Q4FY22 Result: Focused on market share gains, volume growth |
India |
Deepak Agarwal |
|
| 05-May-2022 |
Life Insurance Corporation: Attractive valuation- |
India |
Sujal Kumar |
|
| 05-May-2022 |
Britannia Industries (BRIT IN) 4QFY22- Result Update: Strong KPI’s despite challenges ; Maintain BUY with Revised TP of Rs. 4,000 |
India |
Vishal Gutka |
|
| 05-May-2022 |
RBI Policy Action - Banks with retail liability franchisee well positioned |
India |
Manish Agarwalla |
|
| 05-May-2022 |
Cognizant Technology 1QCY22 - Inline results; Modest guidance for Q2/CY22 |
India |
Vibhor Singhal |
|
| 04-May-2022 |
KEC International (KECI IN) Q4FY22 Update - Weak result; look beyond this short-term blip |
India |
Umesh Raut |
|
| 04-May-2022 |
Hero MotoCorp (HMCL IN) - Q4FY22 update - Commodity headwinds to persist - Maintain Neutral |
India |
Saksham Kaushal |
|
| 04-May-2022 |
Kotak Mahindra Bank (KMB IN) - Strong NIM driven by reduction in excess liquidity |
India |
Manish Agarwalla |
|
| 04-May-2022 |
Monetary Policy: RBI delivers an intermittent and fairly hawkish policy |
India |
Anjali Verma |
|
| 04-May-2022 |
Tata Steel Q4FY22: Business self-sustainable now; Strong cash flow to continue (Maintain Buy) |
India |
Vikash Singh |
|
| 04-May-2022 |
WIT (3 May): Improvement in economic activity |
India |
Anjali Verma |
|
| 03-May-2022 |
M&M Financial Services (MMFS IN) Q4FY22: Asset quality improves sharply |
India |
Pradeep Agrawal |
|
| 03-May-2022 |
HDFC Ltd (HDFC IN) - Strong overall performance |
India |
Manish Agarwalla |
|
| 02-May-2022 |
Coromandel International - Set for profitable progress despite cost challenges; Maintain BUY with TP Rs 1100 |
India |
Surya Patra |
|
| 01-May-2022 |
Shriram City Union Finance (SCUF IN) Q4FY22: Asset quality continue to show improvement |
India |
Pradeep Agrawal |
|
| 01-May-2022 |
Indusind Bank (IIB IN) - Overall decent performance |
India |
Manish Agarwalla |
|
| 30-Apr-2022 |
Biocon - Earnings to double in FY23; BUY with Target Price of Rs 500 |
India |
Surya Patra |
|
| 29-Apr-2022 |
Huhtamaki PPL Ltd (BUY; TP:236) Q1CY22 Result: Overall improvement in performance |
India |
Deepak Agarwal |
|
| 29-Apr-2022 |
UltraTech Cement (UTCEM IN) - Maintain BUY (PO: Rs9,000) |
India |
Vaibhav Agarwal |
|
| 29-Apr-2022 |
Wipro 4QFY22 - Modest results; Soft growth guidance; Weak margin outlook |
India |
Vibhor Singhal |
|
| 29-Apr-2022 |
Agro Tech Foods(ATFL IN) 4QFY22: Focus remains on scaling up foods and improving profitability; Maintain BUY with TP of Rs. 1,100 |
India |
Vishal Gutka |
|
| 29-Apr-2022 |
Shoppers Stop :One-off impacts profitability; healthy store-opening guidance |
India |
Ankit Kedia |
|
| 29-Apr-2022 |
Shriram Transport Finance (SHTF IN) Q4FY22: Strong operating performance; asset quality improves |
India |
Pradeep Agrawal |
|
| 29-Apr-2022 |
Mphasis 4QFY22 - Inline results; Bright outlook; Margins stable; Maintain BUY |
India |
Karan Uppal |
|
| 28-Apr-2022 |
Persistent Systems 4QFY22 - Strong performance again, Outperformance to continue - Maintain BUY |
India |
Karan Uppal |
|
| 28-Apr-2022 |
Vedanta Q4FY22: Continue to reap the benefit of high commodity cycle (Maintain Buy) |
India |
Vikash Singh |
|
| 28-Apr-2022 |
Bajaj Auto (BJAUT IN) - Q4FY22 update - Improved mix drives outperformance - Maintain Buy |
India |
Saksham Kaushal |
|
| 28-Apr-2022 |
Ambuja Cements (Downgrade to Neutral; PO Rs410 |
India |
Vaibhav Agarwal |
|
| 28-Apr-2022 |
SBI Life Insurance (SBILIFE IN): Methodology change boosted Embedded Value |
India |
Sujal Kumar |
|
| 28-Apr-2022 |
SBI Life Insurance (SBILIFE IN): Methodology change boosted Embedded Value |
India |
Sujal Kumar |
|
| 28-Apr-2022 |
Axis Bank (AXSB IN): Asset quality shines |
India |
Manish Agarwalla |
|
| 27-Apr-2022 |
Atul Ltd - Visible margins pressure outweighs mid-term growth outlook; Remain Neutral with TP Rs 8830 |
India |
Surya Patra |
|
| 27-Apr-2022 |
KPIT Tech Q4FY22: Strong Performance & Outlook - But all’s priced-in |
India |
Vibhor Singhal |
|
| 27-Apr-2022 |
Hindustan Unilever Ltd (HUVR IN) 4QFY22: Result Update - Best placed to navigate current set of challenges; Maintain BUY with revised TP of Rs. 2,550 |
India |
Vishal Gutka |
|
| 27-Apr-2022 |
HDFC Asset Management (HDFCAMC IN): Yields continue to remain under pressure |
India |
Sujal Kumar |
|
| 27-Apr-2022 |
Trent: Healthy store opening; margins impacted due to 3rd wave |
India |
Ankit Kedia |
|
| 27-Apr-2022 |
Mahindra Logistics 4QFY22 update: Recovery in value added business Upgrade to BUY |
India |
Vikram Suryavanshi |
|
| 27-Apr-2022 |
Divis Laboratories - Covid supply opportunities likely to surprise Q4 &FY23 +Vely |
India |
Surya Patra |
|
| 27-Apr-2022 |
WIT (26 Apr): Stable economic activity and mobility |
India |
Anjali Verma |
|
| 26-Apr-2022 |
Gateway Distriparks 4QFY22 Update - Strong operating performance |
India |
Vikram Suryavanshi |
|
| 26-Apr-2022 |
Bajaj Finance (BAF IN) Q4FY22: Performance metric back to pre-covid levels |
India |
Pradeep Agrawal |
|
| 26-Apr-2022 |
Nippon Life Asset Management (NAM IN): Decent performance; Market share stable |
India |
Sujal Kumar |
|
| 26-Apr-2022 |
HDFC Life (HDFCLIFE IN): Strong operating performance |
India |
Sujal Kumar |
|
| 25-Apr-2022 |
Cyient - Large acquisition; helps expand into Plant Engg and Nordics |
India |
Karan Uppal |
|
| 25-Apr-2022 |
Metals monthly warp - April 2022 |
India |
Vikash Singh |
|
| 24-Apr-2022 |
ICICI Bank (ICICIBC IN) - Beat across parameter |
India |
Manish Agarwalla |
|
| 22-Apr-2022 |
Hindustan Zinc Q4FY22 - In-line performance; Dividend yield story intact (Maintain Neutral) |
India |
Vikash Singh |
|
| 22-Apr-2022 |
Cyient 4QFY22 - Decent Results; Aggressive Guidance; Growth Challenges Remain |
India |
Karan Uppal |
|
| 22-Apr-2022 |
L&T Tech Services: Q4FY22 - Decent results and guidance; Valuations remain expensive |
India |
Vibhor Singhal |
|
| 22-Apr-2022 |
ICICI Lombard (ICICIGI)- Growth momentum picking up |
India |
Sujal Kumar |
|
| 22-Apr-2022 |
HCL Tech Q4FY22 - Modest results; Outlook appears uncertain - Maintain NEUTRAL |
India |
Vibhor Singhal |
|
| 21-Apr-2022 |
Nestle India (NEST IN): 1QCY22 Quarterly Update - Hyperinflation weighs on profitability; Maintain BUY with TP of Rs. 20,800 |
India |
Vishal Gutka |
|
| 20-Apr-2022 |
PC WIT (19 Apr): Strong mobility with weak industrial indicators |
India |
Anjali Verma |
|
| 19-Apr-2022 |
ACC Ltd. - Q1CY22 Update - Maintain BUY (PO Rs2,550 |
India |
Vaibhav Agarwal |
|
| 19-Apr-2022 |
L&T Infotech Q4FY22 - Decent results, Growth story intact, Margin concerns remain - Maintain BUY |
India |
Vibhor Singhal |
|
| 18-Apr-2022 |
Mindtree Q4FY22 - Continues to deliver, Outlook remain bright - Maintain BUY |
India |
Vibhor Singhal |
|
| 17-Apr-2022 |
ICICI PRU Life Insurance (IPRU IN): Strong VNB growth on higher margin |
India |
Sujal Kumar |
|
| 17-Apr-2022 |
HDFC Bank (HDFCB IN) - Focus on risk adjusted return |
India |
Manish Agarwalla |
|
| 13-Apr-2022 |
PC WIT (12 Apr): Mixed indicators; credit offtake remains strong |
India |
Anjali Verma |
|
| 13-Apr-2022 |
Infosys 4QFY22 - Soft results; Strong guidance; Outlook remains bright – Maintain BUY |
India |
Vibhor Singhal |
|
| 12-Apr-2022 |
Consumer electronics: North Visit; Geared up for the summer season |
India |
Deepak Agarwal |
|
| 12-Apr-2022 |
CPI, IIP : Inflation surged to 17-month high; IIP weak |
India |
Anjali Verma |
|
| 12-Apr-2022 |
Logistics monthly update - Cargo volume slowdown at major ports in March 202 |
India |
Vikram Suryavanshi |
|
| 11-Apr-2022 |
TCS 4QFY22 - Decent results; Record Deal-wins & Hiring; Bright Outlook – Maintain BUY |
India |
Vaibhav Agarwal |
|
| 09-Apr-2022 |
Godawari Power and Ispat Ltd Company Update - Strong cash flows to continue |
India |
Vikash Singh |
|
| 08-Apr-2022 |
Cement – Q4FY22 Preview |
India |
Vaibhav Agarwal |
|
| 08-Apr-2022 |
RBI Policy: Interest rates tightened by 40bps, we expected 25bps with change in stance |
India |
Anjali Verma |
|
| 06-Apr-2022 |
Consumer & Retail sector: 4QFY22 Results Preview - RM pressure to weigh on profitability |
India |
Vishal Gutka |
|
| 06-Apr-2022 |
IT Services - ISG Q1CY22: Deal momentum continues, Supply side challenges remain |
India |
Vibhor Singhal |
|
| 06-Apr-2022 |
WIT (5 Apr): Mixed industrial indicators; eyes on RBI polic |
India |
Anjali Verma |
|
| 06-Apr-2022 |
PC Metals 4QFY22 Preview - Non-ferrous to outshine ferrous. ferrous strong outlook intact |
India |
Vikash Singh |
|
| 06-Apr-2022 |
PC (Strategy) FY22 Report card: PC-Model portfolio generated 12% Alpha in FY22 |
India |
Anjali Verma |
|
| 06-Apr-2022 |
Financials - Core-performance remains healthy |
India |
Manish Agarwalla |
|
| 06-Apr-2022 |
PC-Strategy: Q4FY22 Results Preview - Inflation to drive earnings; margins to further compress |
India |
Anjali Verma |
|
| 06-Apr-2022 |
Consumer Electricals: Q4FY22 Results Preview; Q4 high base, but strong start to the summer |
India |
Deepak Agarwal |
|
| 05-Apr-2022 |
ICICI Lombard - Coming out of the woods |
India |
Sujal Kumar |
|
| 05-Apr-2022 |
Macro & Strategy (Monthly): Growth and inflationary concerns; RBI expected to tighten rate |
India |
Anjali Verma |
|
| 05-Apr-2022 |
HDFC Bank (HDFCB IN) - Creating a goliath: Receiving the baton |
India |
Manish Agarwalla |
|
| 04-Apr-2022 |
IT Services - Q4FY22 Preview: Growth Momentum Intact; Margins Headwinds on the Horizon |
India |
Vibhor Singhal |
|
| 04-Apr-2022 |
Specialty Chemicals Q4FY22 Preview: Price driven growth continues; Top results picks: SRF, ARTO and CFIN |
India |
Surya Patra |
|
| 04-Apr-2022 |
Agriculture Inputs: Q4FY22 Results Preview: Better operating performance despite margin pressure |
India |
Deepak Chitroda |
|
| 01-Apr-2022 |
Pharma Q4FY22 Preview: Modest despite continued domestic growth; BUY - BIOS, SUNP, DIVI |
India |
Surya Patra |
|
| 31-Mar-2022 |
Hindalco Investor Day Update - Upping the capex game; strong cash-flow outlook intact (Downgrade to Neutral) |
India |
Vikash Singh |
|
| 31-Mar-2022 |
Axis Bank (AXSB IN) - Acquisition to fill the gap, benefit to accrue overtime |
India |
Manish Agarwalla |
|
| 30-Mar-2022 |
Emami (HMN IN): Company Update - Fortifying its presence in talcum powder segment ; Maintain BUY with TP of Rs. 550 |
India |
Vishal Gutka |
|
| 28-Mar-2022 |
Impact of fuel price hike on CV - High capacity utilization to support fuel induced freight hik |
India |
Manish Agarwalla |
|
| 27-Mar-2022 |
UPL Ltd: Maintain Buy (TP: Rs 1050): Set to outperform amidst global challenges |
India |
Deepak Chitroda |
|
| 24-Mar-2022 |
Westlife Development Ltd (WLDL IN): Company Update - Biggest beneficiary of improving mobility ; Maintain BUY with TP of RS. 65 |
India |
Vishal Gutka |
|
| 23-Mar-2022 |
WIT (22nd Mar): Mixed industrial indicators; retail fuel price hike begins in India |
India |
Anjali Verma |
|
| 22-Mar-2022 |
Sugar Sector Update: Ethanol: A saviour for the sugar industry |
India |
Vikram Suryavanshi |
|
| 19-Mar-2022 |
Vedanta Co update: Focus on deleveraging and growth capex (Maintain Buy) |
India |
Vikash Singh |
|
| 17-Mar-2022 |
Accenture 2QFY22: Big Guidance Upgrade, Record Bookings – Positive for Indian IT |
India |
Vibhor Singhal |
|
| 17-Mar-2022 |
Infrastructure - NHAI – Smartly Navigating the Well-Laid Highway |
India |
Vibhor Singhal |
|
| 17-Mar-2022 |
Logistics monthly update - Cargo volume slowdown at major ports in February 2022 |
India |
Vikram Suryavanshi |
|
| 16-Mar-2022 |
WIT (15th Mar): Strong mobility and economic activity |
India |
Anjali Verma |
|
| 16-Mar-2022 |
Persistent Systems - On M&A spurt – smart acquisitions to boost capabilities - Maintain BUY |
India |
Karan Uppal |
|
| 15-Mar-2022 |
Asian Paints (APNT IN): Company Update - Sergey Bubka of paints to achieve newer heights ; Maintain BUY with Revised TP of Rs. 3,675 |
India |
Vishal Gutka |
|
| 14-Mar-2022 |
India CPI: At 8-month high and marginally above RBI estimate |
India |
Anjali Verma |
|
| 12-Mar-2022 |
Jubilant Foodworks (JUBI IN) - Company Update: A perfect storm brewing ; Downgrade to Neutral with revised TP of Rs. 2,550 |
India |
Vishal Gutka |
|
| 10-Mar-2022 |
WIT (8th Mar): Sustained progress in indicators |
India |
Anjali Verma |
|
| 10-Mar-2022 |
Strategy: Model portfolio - Compelling valuations and fundamentals made equities attractive under 16k Nifty |
India |
Anjali Verma |
|
| 08-Mar-2022 |
Indian Tile Industry: Morbi Visit - Going through a rough patch |
India |
Deepak Agarwal |
|
| 08-Mar-2022 |
FY23-24 Macro and Strategy Outlook: Positive on equities based on economy normalising, stock-market correction; momentum to stay soft |
India |
Anjali Verma |
|
| 07-Mar-2022 |
Camlin Fine Sciences - Dahej plant offers rapid value growth; Buy with TP Rs 250 |
India |
Surya Patra |
|
| 06-Mar-2022 |
JK Cement Ltd (JKCE IN) - Forays into Paint (Maintain BUY; PO Rs3,500): |
India |
Vaibhav Agarwal |
|
| 05-Mar-2022 |
Macro & Strategy (Monthly): Omicron induced dip in PCI; inflationary pressure an added concern |
India |
Anjali Verma |
|
| 05-Mar-2022 |
PG Electroplast Ltd - Initiating Coverage (BUY; TP: 1,019) In a new avatar, riding on the sunrise sector |
India |
Deepak Agarwal |
|
| 03-Mar-2022 |
Cement: Take on sudden fuel price surge |
India |
Vaibhav Agarwal |
|
| 02-Mar-2022 |
Titan Company (TTAN IN) - Company update: Margins to remain elevated in short term; Maintain BUY with TP of Rs. 3,00 |
India |
Vishal Gutka |
|
| 02-Mar-2022 |
WIT (1st Mar): Decent economic activity and mobility indicators |
India |
Anjali Verma |
|
| 02-Mar-2022 |
Biocon - Acquisition of Viatris’ biosimilar biz is value accretive; BUY with TP Rs 500 |
India |
Surya Patra |
|
| 28-Feb-2022 |
Shipping monthly update - Sharp recovery in Tanker with Russia and Ukraine issue. |
India |
Vikram Suryavanshi |
|
| 28-Feb-2022 |
Q3FY22 GDP : Impacted by weak manufacturing and GFCF |
India |
Anjali Verma |
|
| 24-Feb-2022 |
Metals Monthly Wrap - February 2022 |
India |
Vikash Singh |
|
| 24-Feb-2022 |
Crompton Greaves Consumer Electricals (BUY; TP: 537) Company Update: Making inroads in to the kitchen – in line with strategy |
India |
Deepak Agarwal |
|
| 24-Feb-2022 |
Retail: Q3FY22 result review |
India |
Ankit Kedia |
|
| 23-Feb-2022 |
WIT (22nd Feb): Economic activity and mobility trending higher |
India |
Anjali Verma |
|
| 23-Feb-2022 |
Biocon - Superior pricing of interchangeable Glargine excites us more; BUY with TP Rs 500 |
India |
Surya Patra |
|
| 21-Feb-2022 |
Ambuja Cements (ACEM IN) - Maintain BUY (PO Rs 390 |
India |
Vaibhav Agarwal |
|
| 21-Feb-2022 |
Emami (HMN IN): Company Update - Favorable risk reward ; Maintain BUY with TP of Rs. 600 |
India |
Vishal Gutka |
|
| 21-Feb-2022 |
PATH |
India |
Anshul Bhargava |
|
| 18-Feb-2022 |
Quess Corp (QUESS IN) 3Q FY22 - Robust Q3, Capital allocation strategy to be key monitorable |
India |
Sandesh Shetty |
|
| 17-Feb-2022 |
Infrastructure Q3FY22 - The ‘order-book-keeper’ – Strong inflow, poised for a mega finish |
India |
Vibhor Singhal |
|
| 17-Feb-2022 |
Nestle India (NEST IN) 4QCY21 - Result Update : RM Inflation, Lower export sales weighs on profitability ; Maintain BUY with TP of Rs. 21,000 |
India |
Vishal Gutka |
|
| 17-Feb-2022 |
PNC Infratech Q3FY22 - Decent results; Strong fundamentals – Valuation attractive |
India |
Vibhor Singhal |
|
| 17-Feb-2022 |
PATH |
India |
Anshul Bhargava |
|
| 16-Feb-2022 |
ABB India (ABB IN) 4QCY21 - Revenue growth supported by higher execution and ordering |
India |
Anjali Verma |
|
| 16-Feb-2022 |
Repco Home Finance (REPCO IN) - Challenging task ahead |
India |
Manish Agarwalla |
|
| 16-Feb-2022 |
PATH |
India |
Anshul Bhargava |
|
| 16-Feb-2022 |
WIT (15th Feb): Stronger mobility; stable/positive industrial indicators |
India |
Anjali Verma |
|
| 15-Feb-2022 |
PATH |
India |
Anshul Bhargava |
|
| 15-Feb-2022 |
Strategy – Q3FY22 Earnings beat led by financials; margins remain under pressure |
India |
Anjali Verma |
|
| 15-Feb-2022 |
Ahluwalia Contracts Q3FY22 - Consistency coming back; Fundamentals remain strong |
India |
Vibhor Singhal |
|
| 15-Feb-2022 |
Mangalam Cement (MGC IN) - Maintain BUY (PO Rs630) |
India |
Vaibhav Agarwal |
|
| 15-Feb-2022 |
Cummins India (KKC IN) Q3 FY22 - Decent revenue growth, cost pressures impacted profitability |
India |
Sandesh Shetty |
|
| 15-Feb-2022 |
Gateway Distriparks 3QFY22 update : Outperformance in rail Maintain BUY |
India |
Vikram Suryavanshi |
|
| 15-Feb-2022 |
IPCA Laboratories - Dewas plant commissioning to offer integration advantage; Maintain BUY with TP Rs 1250 |
India |
Surya Patra |
|
| 15-Feb-2022 |
U Gro Capital (UGRO IN) Initiating Coverage (BUY); New-age NBFC, set to make a big mark in SME lending |
India |
Pradeep Agrawal |
|
| 14-Feb-2022 |
At 7-month high due to unfavourable base; In-Line |
India |
Anjali Verma |
|
| 14-Feb-2022 |
ACC Ltd (ACC IN) - Maintain BUY (PO Rs2,900 |
India |
Vaibhav Agarwal |
|
| 14-Feb-2022 |
Allcargo Logistics 3QFY22 update : Strong operating performance in MTO Maintain Neutral |
India |
Vikram Suryavanshi |
|
| 14-Feb-2022 |
Muthoot Finance (MUTH IN) Q3FY22: Stable gold prices and rising competition hurting growth |
India |
Pradeep Agrawal |
|
| 14-Feb-2022 |
Manappuram Finance (MGFL IN) Q3FY22: Feeling the heat; Growth at cost of margins |
India |
Pradeep Agrawal |
|
| 14-Feb-2022 |
Ashoka Buildcon Q3FY22 - Decent results; McQ exit overhang gone; Attractive valuations |
India |
Vibhor Singhal |
|
| 14-Feb-2022 |
ITD Cementation 3QFY22 - Decent results, Strong orderbook – Consistency awaited |
India |
Vibhor Singhal |
|
| 14-Feb-2022 |
Ashok Leyland (AL IN) - Q3FY22 update - Valuations not yet favorable - Maintain Neutra |
India |
Saksham Kaushal |
|
| 14-Feb-2022 |
Eicher Motors (EIM IN) - Q3FY22 update - Eicher Motors (EIM IN) - Maintain Buy |
India |
Saksham Kaushal |
|
| 14-Feb-2022 |
VOLTAS LTD (BUY; TP: 1,382) Q3FY22 Result: Heading into a COVID-free summer season |
India |
Deepak Agarwal |
|
| 14-Feb-2022 |
Logistics monthly update - JNPT volume remain strong |
India |
Vikram Suryavanshi |
|
| 14-Feb-2022 |
Indraprastha Gas Limited (IGL IN) - Lower domestic gas allocation impacted profitability (Maintain Neutral, PO Rs 422) |
India |
Ankur Agrawal |
|
| 14-Feb-2022 |
Petronet LNG Ltd (PLNG IN) - Low volume throughput offset by one-offs (Maintain Buy, PO: Rs 262) |
India |
Ankur Agrawal |
|
| 14-Feb-2022 |
Mahanagar Gas Ltd (MAHGL IN) - High gas prices drive underperformance (Maintain Buy, PO: Rs 952) |
India |
Ankur Agrawal |
|
| 14-Feb-2022 |
V-Mart Retail: Slower than expected revenue recovery impacts profitability |
India |
Ankit Kedia |
|
| 13-Feb-2022 |
HeidelbergCement India Ltd (HEIM IN) - Maintain BUY (PO Rs310) |
India |
Vaibhav Agarwal |
|
| 13-Feb-2022 |
Divis Laboratories - Only Indian Pharma co. with 5 year of growth visibility; BUY with TP Rs 5500 |
India |
Surya Patra |
|
| 13-Feb-2022 |
Power Finance Corporation (POWF IN) - Disbursement below expectation |
India |
Manish Agarwalla |
|
| 13-Feb-2022 |
Hero MotoCorp (HMCL IN) - Q3FY22 update - Demand in core segment still weak - Maintain Neutral |
India |
Saksham Kaushal |
|
| 12-Feb-2022 |
The India Cements Ltd - Maintain Neutral (PO Rs210) |
India |
Vaibhav Agarwal |
|
| 12-Feb-2022 |
Sanghi Industries (SNGI IN) - Maintain BUY (PO Rs95) |
India |
Vaibhav Agarwal |
|
| 11-Feb-2022 |
Hindalco Q3FY22: Risk-reward remained favorable on strong performance (Maintain Buy |
India |
Vikash Singh |
|
| 11-Feb-2022 |
Aegis Logistics 3QFY22 Update : Growing together with Joint venture Maintain BUY |
India |
Vikram Suryavanshi |
|
| 11-Feb-2022 |
IRB Infra 3QFY22 Results - Mixed results; Balance sheet strengthened – Fairly priced |
India |
Vibhor Singhal |
|
| 11-Feb-2022 |
SAIL Q3FY22: EBITDA miss on wage provision; Deleveraging to slow down (Maintain Buy) |
India |
Vikash Singh |
|
| 11-Feb-2022 |
Pennar Industries 3QFY22 update : Support from diversification Maintain BUY |
India |
Vikram Suryavanshi |
|
| 11-Feb-2022 |
Aurobindo Pharma - Strategic foray into domestic formulations is positive: BUY with TP Rs 850: |
India |
Surya Patra |
|
| 11-Feb-2022 |
Jindal Steel & Power Q3FY22: EBITDA bottomed out; Positive outlook intact (Maintain Buy) |
India |
Vikash Singh |
|
| 11-Feb-2022 |
Mahindra & Mahindra (MM IN) - Q3FY22 update - Buoyant auto segment to be offset by weak farm - Maintain Neutral |
India |
Saksham Kaushal |
|
| 11-Feb-2022 |
Bharat Forge (BHFC IN) - Q3FY22 update - End markets poised to deliver - Maintain Buy |
India |
Saksham Kaushal |
|
| 11-Feb-2022 |
NMDC Q3FY22: Outlook improving; Awaiting steel mill value unlocking (Maintain Buy |
India |
Vikash Singh |
|
| 11-Feb-2022 |
Trent: Continues to surprise positively |
India |
Ankit Kedia |
|
| 11-Feb-2022 |
PATH |
India |
Anshul Bhargava |
|
| 10-Feb-2022 |
Navkar 3QFY22 Update : Expanding reach Maintain BUY |
India |
Vikram Suryavanshi |
|
| 10-Feb-2022 |
Page Industries: Strong topline growth; high RM cost mutes profitability |
India |
Ankit Kedia |
|
| 10-Feb-2022 |
JK Cement Ltd. - Maintain Buy (PO Rs4,100 |
India |
Vaibhav Agarwal |
|
| 10-Feb-2022 |
PATH |
India |
Anshul Bhargava |
|
| 09-Feb-2022 |
Endurance Technologies (ENDU IN) - Q3FY22 update - Good business at reasonable price - Upgrade to Buy |
India |
Amar Kant Gaur |
|
| 09-Feb-2022 |
Praj Industries 3QFY22 update : Strong traction in order inflow Maintain BUY |
India |
Vikram Suryavanshi |
|
| 09-Feb-2022 |
Bharti Airtel Q3FY22 - Inline results; Balance sheet improving – Outlook bright - Maintain BUY |
India |
Vibhor Singhal |
|
| 09-Feb-2022 |
Johnson Controls- Hitachi Air Conditioning (I) Ltd (Neutral; TP:1,884) Q3FY22 Result: Commodity inflation impacted the performance, heading into the season |
India |
Deepak Agarwal |
|
| 09-Feb-2022 |
PATH |
India |
Anshul Bhargava |
|
| 09-Feb-2022 |
WIT (8th Feb): Mobility back to normal; other indicators trend higher |
India |
Anjali Verma |
|
| 09-Feb-2022 |
Bajaj Electricals Ltd (BUY; TP: 1,411) Q3FY22 Result: Thesis remain intact, gaining share in consumer business |
India |
Deepak Agarwal |
|
| 09-Feb-2022 |
Camlin Fine Sciences - Best ever quarter but sequential earnings will be even better; BUY with TP Rs 250 |
India |
Surya Patra |
|
| 08-Feb-2022 |
KNR Construction Q3FY22 - Decent results; Fundamentals strong – Thesis intact |
India |
Vibhor Singhal |
|
| 08-Feb-2022 |
Gateway Distriparks 3QFY22 update : Outperformance in rail Maintain BUY |
India |
Vikram Suryavanshi |
|
| 08-Feb-2022 |
PATH |
India |
Anshul Bhargava |
|
| 08-Feb-2022 |
Escorts Ltd (ESC IN) - Q3FY22 update - Tractor volumes to remain weak - Maintain Neutral |
India |
Saksham Kaushal |
|
| 08-Feb-2022 |
Indo Count 3QFY22 Update - Biting the bullet Maintain BUY |
India |
Vikram Suryavanshi |
|
| 08-Feb-2022 |
Sanghi Industries - Company Update - (PO Rs 95 |
India |
Vaibhav Agarwal |
|
| 08-Feb-2022 |
NCC 3QFY22 - Strong performance; Valuations highly attractive - Maintain BUY |
India |
Vibhor Singhal |
|
| 08-Feb-2022 |
Godrej Consumer Products (GCPL IN) - 3QFY22 Quarterly Update : RM pressure weighs on operating performance ; Maintain BUY with TP of Rs. 1125 |
India |
Vishal Gutka |
|
| 08-Feb-2022 |
Nalco Q3FY22: Positive outlook intact; Poised for best ever performance (Maintain Buy) |
India |
Vikash Singh |
|
| 08-Feb-2022 |
Aarti Industries - Healthy earnings growth ahead despite cost pressure: Maintain BUY with TP Rs 1200 |
India |
Surya Patra |
|
| 08-Feb-2022 |
Indian Bank (INBK IN) - Credit cost to remain elevated |
India |
Manish Agarwalla |
|
| 07-Feb-2022 |
Bank of Baroda (BOB IN) - Strong overall performance |
India |
Manish Agarwalla |
|
| 07-Feb-2022 |
Tata Steel Q3FY22: Strong cash flow to ensure Balance Sheet strengthening (Maintain Buy |
India |
Vikash Singh |
|
| 07-Feb-2022 |
Thermax (TMX IN) - Earnings miss led by higher input costs |
India |
Sandesh Shetty |
|
| 07-Feb-2022 |
TVS Motor (TVSL IN) - Q3FY22 update - Margins maintained despite multiple headwinds - Maintain Buy |
India |
Saksham Kaushal |
|
| 07-Feb-2022 |
Lupin - Albuterol ramp up in the US failed to improve earnings; Remain Neutral with TP Rs 1000 |
India |
Surya Patra |
|
| 06-Feb-2022 |
State Bank of India (SBIN IN) - Well set to achieve 15% targeted RoE |
India |
Manish Agarwalla |
|
| 06-Feb-2022 |
Coromandel International Ltd: Upgrade to Buy, TP: Rs 1050: Margin surprise in Q3 + higher subsidy allocation comforts |
India |
Deepak Chitroda |
|
| 06-Feb-2022 |
ABFRL: Healthy margin expansion to continue |
India |
Ankit Kedia |
|
| 06-Feb-2022 |
JK Lakshmi Cement (JKLC IN) - Maintain BUY (PO Rs900 |
India |
Vaibhav Agarwal |
|
| 06-Feb-2022 |
Shree Cement (SRCM IN) - Maintain BUY (PO Rs32,500) |
India |
Vaibhav Agarwal |
|
| 06-Feb-2022 |
Rural Electrification Corporation (RECL IN) - Poor growth visibilit |
India |
Manish Agarwalla |
|
| 04-Feb-2022 |
Cadila Healthcare - Covid vaccine opportunity seems vanished; Maintain BUY with lowered TP Rs 500 |
India |
Surya Patra |
|
| 04-Feb-2022 |
KEC International (KECI IN) - Subdued 3Q, strong order book to support performance |
India |
Sandesh Shetty |
|
| 04-Feb-2022 |
PATH |
India |
Anshul Bhargava |
|
| 03-Feb-2022 |
Somany Ceramics Ltd Q3FY22 update - Moving up in the products, capex on cards ( BUY / TP 1205) |
India |
Deepak Agarwal |
|
| 03-Feb-2022 |
V-Guard Industries Ltd Q3FY22 Update - Moving up in in-house manufacturing (BUY / Target Rs 327) |
India |
Deepak Agarwal |
|
| 03-Feb-2022 |
Apollo Tyres (APTY IN) - Q4FY22 update - Strong growth in Europe, cost inflation still a risk - Maintain Neutral |
India |
Saksham Kaushal |
|
| 03-Feb-2022 |
VRL Logistics 3QFY22 Update - Moving in the fast lane Maintain BUY |
India |
Vikram Suryavanshi |
|
| 03-Feb-2022 |
Poonawalla Fincorp (POONAWAL IN) Q3FY22: Results below expectation; opex ratio rises further |
India |
Pradeep Agrawal |
|
| 03-Feb-2022 |
Cognizant Technology 4QCY21 - Modest results; Uninspiring Guidance for CY22 |
India |
Vibhor Singhal |
|
| 03-Feb-2022 |
Cognizant Technology 4QCY21 - Modest results; Uninspiring Guidance for CY22 |
India |
Anjali Verma |
|
| 03-Feb-2022 |
PATH |
India |
Anshul Bhargava |
|
| 02-Feb-2022 |
M&M Financial Services (MMFS IN) Q3FY22: New NPA framework raises provisioning requirement |
India |
Pradeep Agrawal |
|
| 02-Feb-2022 |
HDFC Ltd (HDFC IN) - Buoyant housing market |
India |
Manish Agarwalla |
|
| 02-Feb-2022 |
KPIT Tech Q3FY22: Decent Results, Strong Outlook – All’s Priced In |
India |
Karan Uppal |
|
| 02-Feb-2022 |
Adani Ports & SEZ - Q3FY22 - Modest results; Below expectations; Near term challenges remain |
India |
Vibhor Singhal |
|
| 02-Feb-2022 |
WIT (1st Feb): Mixed signals with ease in Covid 3rd wave |
India |
Anjali Verma |
|
| 02-Feb-2022 |
PATH |
India |
Anshul Bhargava |
|
| 01-Feb-2022 |
Vinati Organics - Multiple integrated capex add strong growth visibility; Maintain Neutral with TP Rs 2030: |
India |
Surya Patra |
|
| 01-Feb-2022 |
Union Budget 2022-23: Ticked all the right boxes |
India |
Anjali Verma |
|
| 01-Feb-2022 |
Sona BLW Precision Forgings Ltd (SONACOMS IN) - Q3FY22 update - Order win for new product validates R&D strength - Maintain Buy |
India |
Amar Kant Gaur |
|
| 01-Feb-2022 |
TechM 3QFY22 - In-line growth; weak margins – Outlook remains uncertain |
India |
Vibhor Singhal |
|
| 01-Feb-2022 |
TechM 3QFY22 - In-line growth; weak margins – Outlook remains uncertain |
India |
Vibhor Singhal |
|
| 01-Feb-2022 |
Sun Pharma - US business to drive value growth ahead; BUY with TP Rs 105 |
India |
Surya Patra |
|
| 01-Feb-2022 |
PATH |
India |
Anshul Bhargava |
|
| 31-Jan-2022 |
Atul Ltd - Margins missed despite recovery in spreads; Maintain Neutral with TP Rs 9000 |
India |
Surya Patra |
|
| 31-Jan-2022 |
Crompton Greaves Consumer Electricals Ltd (BUY; TP: 544) Q3FY22 Result: In line performance; Holding up the margins |
India |
Deepak Agarwal |
|
| 31-Jan-2022 |
UPL Ltd Q3FY22: Maintain Buy: TP 1050: Continue to perform despite challenges |
India |
Deepak Chitroda |
|
| 31-Jan-2022 |
Bharat Electronics (BHE IN) - Robust show in 3Q but best is behind |
India |
Sandesh Shetty |
|
| 31-Jan-2022 |
KDDL 3QFY22 Update: Back to luxury time Maintain -Neutral |
India |
Vikram Suryavanshi |
|
| 31-Jan-2022 |
Chambal Fertilisers and Chemicals Ltd: Q3FY22 Result: Maintain Buy, TP: Rs 500: Strong JV earnings offer natural hedge to higher RM cost |
India |
Deepak Chitroda |
|
| 31-Jan-2022 |
Tata Motors (TTMT IN) - Q3FY22 update - Performance to continue to improve - Maintain Buy |
India |
Saksham Kaushal |
|
| 31-Jan-2022 |
PATH |
India |
Anshul Bhargava |
|
| 30-Jan-2022 |
Dr Reddys Laboratories - gRevlimid launch in the US is the key trigger; BUY with lowered TP Rs 5630 |
India |
Surya Patra |
|
| 30-Jan-2022 |
Kotak Mahindra Bank (KMB IN)-Geared for growth on sustainable basis |
India |
Manish Agarwalla |
|
| 30-Jan-2022 |
Mahindra Logistics 3QFY22: Short term challenges continue Maintain Neutral |
India |
Vikram Suryavanshi |
|
| 30-Jan-2022 |
Indusind Bank (IIB IN) - Micro Finance drags the overall performance |
India |
Manish Agarwalla |
|
| 30-Jan-2022 |
MAX Financial Services (MAXF IN): APE growth to drive VNB going forward |
India |
Sujal Kumar |
|
| 30-Jan-2022 |
Shriram City Union Finance (SCUF IN) Q3FY22: Operating results in-line with expectation |
India |
Pradeep Agrawal |
|
| 29-Jan-2022 |
Larsen & Toubro (LT IN) Q3 FY22 - In-line Operational Performance |
India |
Sandesh Shetty |
|
| 29-Jan-2022 |
Marico Industries (MRCO IN): Quarterly Update - Near term challenges to remain; however sequentially performance is expected to improve ; Maintain NEUTRAL with TP of Rs. 465 |
India |
Vishal Gutka |
|
| 28-Jan-2022 |
SRF Ltd (SRF IN) - Continued Capex momentum provides LT growth visibility; Upgrade to Neutral with TP Rs 2100 |
India |
Surya Patra |
|
| 28-Jan-2022 |
Metals monthly wrap - January 2022 |
India |
Vikash Singh |
|
| 28-Jan-2022 |
KEI Industries Ltd: Q3FY22 (BUY); Wired for exponential growth; B2C drove the performance |
India |
Deepak Agarwal |
|
| 28-Jan-2022 |
Tata Consumer Products Ltd (TATACONS IN): Initiating Coverage - Capturing the kitchen for the next leg of growth ; Initiate BUY with TP of Rs. 850 (+18% Upside) |
India |
Vishal Gutka |
|
| 28-Jan-2022 |
LIC Housing Finance (LICHF IN) - Strong performance |
India |
Manish Agarwalla |
|
| 28-Jan-2022 |
Dalmia Bharat (Maintain Neutral: PO Rs1,950) |
India |
Vaibhav Agarwal |
|
| 28-Jan-2022 |
Vedanta Q3FY22: Strong performance to continue (Maintain Buy) |
India |
Vikash Singh |
|
| 28-Jan-2022 |
PATH |
India |
Anshul Bhargava |
|
| 27-Jan-2022 |
PATH |
India |
Anshul Bhargava |
|
| 27-Jan-2022 |
Star Cement (Maintain Neutral; PO Rs90) |
India |
Vaibhav Agarwal |
|
| 27-Jan-2022 |
Coforge Ltd 3QFY22 - Decent results ; Guidance upgraded; Outlook strong – Maintain BUY |
India |
Vibhor Singhal |
|
| 27-Jan-2022 |
TCI Ltd 3QFY22 Update: Benefit of return cargo and better rates in Shipping Maintain Neutral |
India |
Vikram Suryavanshi |
|
| 27-Jan-2022 |
Nippon Life Asset Management (NAM IN): Risk reward remains favourable |
India |
Sujal Kumar |
|
| 27-Jan-2022 |
Colgate Palmolive (CLGT IN): Who moved my smile? ; Maintain SELL with TP of Rs. 1,225 |
India |
Vishal Gutka |
|
| 27-Jan-2022 |
WIT (25th Jan): Economic activity improves with weak mobility |
India |
Anjali Verma |
|
| 26-Jan-2022 |
Teamlease Services (TEAM IN) Q3 FY22 - Earnings led by strong headcount growth |
India |
Sandesh Shetty |
|
| 26-Jan-2022 |
Cipla- Key drugs power earnings ahead; Buy with raised TP Rs 1250 |
India |
Surya Patra |
|
| 26-Jan-2022 |
Maruti Suzuki (MSIL IN) - Q3FY22 update - Leaving woes behind - Maintain Buy |
India |
Saksham Kaushal |
|
| 25-Jan-2022 |
PATH |
India |
Anshul Bhargava |
|
| 25-Jan-2022 |
Shriram Transport Finance (SHTF IN) Q3FY22: Operating result ahead of expectation |
India |
Pradeep Agrawal |
|
| 24-Jan-2022 |
HDFC Asset Management (HDFCAMC IN): Margins continue to remain under pressure |
India |
Sujal Kumar |
|
| 24-Jan-2022 |
Axis Bank (AXSB IN) - Strong performance on all parameter |
India |
Manish Agarwalla |
|
| 24-Jan-2022 |
Vodafone Idea Q2FY22 - Modest performance; Not yet out of the woods |
India |
Vibhor Singhal |
|
| 24-Jan-2022 |
Biocon (BIOS IN): Earnings to double in FY23: Buy with raised TP of Rs 500 |
India |
Surya Patra |
|
| 23-Jan-2022 |
Agro Tech Foods (ATFL IN): Result Update - Margin pressure to continue in near term, focus remains on scaling up food business ; Maintain BUY with TP of Rs. 1,200 |
India |
Vishal Gutka |
|
| 23-Jan-2022 |
Shoppers Stop (SHOP IN): Focus on margin expansion |
India |
Ankit Kedia |
|
| 23-Jan-2022 |
ICICI Bank (ICICIBC IN)- Normalized credit cost to increase risk - appetite |
India |
Manish Agarwalla |
|
| 23-Jan-2022 |
Polycab India Ltd: Q3FY22 (BUY): Well placed; Strong Industry tailwinds |
India |
Deepak Agarwal |
|
| 23-Jan-2022 |
HDFC Life (HDFCLIFE IN): Strong consistent inline performance |
India |
Sujal Kumar |
|
| 23-Jan-2022 |
SBI Life Insurance (SBILIFE IN): Strong operating performance |
India |
Sujal Kumar |
|
| 22-Jan-2022 |
JSW Steel Q3FY22: One-off dented performance; Expect robust volume growth (Maintain Buy) |
India |
Vikash Singh |
|
| 21-Jan-2022 |
Kajaria Ceramics Ltd: Q3FY22 (BUY); Strong volume + Market share gain + Positive outlook |
India |
Deepak Agarwal |
|
| 21-Jan-2022 |
Orient Electric Ltd: Q3FY22 (BUY); Lighting drove Q3, Commodity pressure impacted GM |
India |
Deepak Agarwal |
|
| 21-Jan-2022 |
Havells India Ltd: Q3FY22 (NEUTRAL); Inflation-led quarter, Lloyd in red |
India |
Deepak Agarwal |
|
| 21-Jan-2022 |
Concor 3QFY22 Update : Strong traction in domestic business Maintain BUY |
India |
Vikash Singh |
|
| 21-Jan-2022 |
Persistent Systems 3QFY22 - Strong performance again, recent correction makes it attractive - Upgrade to BUY |
India |
Karan Uppal |
|
| 21-Jan-2022 |
Hindustan Zinc Q3FY22: Hold for improving LME and potential good dividend yields (Maintain Neutral) |
India |
Vikash Singh |
|
| 21-Jan-2022 |
Mphasis 3QFY22 - Strong Results; Bright Outlook – Valuations attractive; Maintain BUY |
India |
Karan Uppal |
|
| 21-Jan-2022 |
PATH |
India |
Anshul Bhargava |
|
| 20-Jan-2022 |
Cyient 3QFY22 - Modest results; Margins stable; Growth to lag peers |
India |
Karan Uppal |
|
| 20-Jan-2022 |
Ceat Ltd (CEAT IN) - Q3FY22 update - No respite in margins Maintain Neutra |
India |
Saksham Kaushal |
|
| 20-Jan-2022 |
Bajaj Auto (BJAUT IN) - Q3FY22 update - Market weakness is transient - Maintain Buy |
India |
Saksham Kaushal |
|
| 20-Jan-2022 |
Hindustan Unilever Ltd (HUVR IN): Result Update 3QFY22 - Near term challenges persist; Maintain BUY with TP of Rs. 3,000 |
India |
Vishal Gutka |
|
| 20-Jan-2022 |
Asian Paints (APNT IN): 3QFY22 - Operating profitability to improve on sequential basis ; Maintain BUY with TP of Rs. 3,85 |
India |
Vishal Gutka |
|
| 20-Jan-2022 |
PATH |
India |
Anshul Bhargava |
|
| 20-Jan-2022 |
Metals outlook 2022: Steel EBITDA/tonne would remain higher than previous cycles; Aluminium on a strong footing |
India |
Vikash Singh |
|
| 19-Jan-2022 |
ICICI Lombard - Combined ratio remains elevated |
India |
Sujal Kumar |
|
| 19-Jan-2022 |
L&T Infotech Q3FY22 - Strong performance again, Recent correction makes it attractive - Upgrade to BUY |
India |
Vibhor Singhal |
|
| 19-Jan-2022 |
WIT (18th Jan): Credit offtake surge; other indicators expectedly weak |
India |
Anjali Verma |
|
| 19-Jan-2022 |
ICICI PRU Life Insurance (IPRU IN): Higher risk retention to increase balance sheet risk |
India |
Sujal Kumar |
|
| 19-Jan-2022 |
PATH |
India |
Anshul Bhargava |
|
| 18-Jan-2022 |
L&T Tech Services: Q3FY22 - Modest results; Minor blip; Valuations remain expensive |
India |
Vibhor Singhal |
|
| 18-Jan-2022 |
Bajaj Finance (BAF IN) Q3FY22: Strong operating performance; asset quality improves |
India |
Pradeep Agrawal |
|
| 18-Jan-2022 |
PATH |
India |
Anshul Bhargava |
|
| 17-Jan-2022 |
Tech Mahindra - Big ticket acquisition in BFSI space – Appears accretive |
India |
Vibhor Singhal |
|
| 17-Jan-2022 |
UltraTech Cement (Maintain BUY; PO Rs9,000 |
India |
Vaibhav Agarwal |
|
| 17-Jan-2022 |
PATH |
India |
Anshul Bhargava |
|
| 16-Jan-2022 |
HDFC Bank (HDFCB IN)- All set to recover lost ground |
India |
Manish Agarwalla |
|
| 15-Jan-2022 |
HCL Tech Q3FY22 - Headline numbers strong; but underlying weak and volatile |
India |
Vibhor Singhal |
|
| 14-Jan-2022 |
PATH |
India |
Anshul Bhargava |
|
| 14-Jan-2022 |
Budget Preview - Balance between capex and social/rural orientation |
India |
Anjali Verma |
|
| 14-Jan-2022 |
Grocery - Q-Commerce: high growth, investment, competition |
India |
Ankit Kedia |
|
| 14-Jan-2022 |
Logistics monthly update - Container volume remains strong in December 2021 |
India |
Vikram Suryavanshi |
|
| 13-Jan-2022 |
Mindtree Q3FY22 - Robust growth; Strong margin expansion; Outlook bright - Maintain BUY |
India |
Vibhor Singhal |
|
| 13-Jan-2022 |
Infosys 3QFY22 - Super strong results; Guidance upgraded; Outlook bright – Maintain BUY |
India |
Vibhor Singhal |
|
| 13-Jan-2022 |
Wipro 3QFY22 - Modest results; Decent guidance; Bright Outlook – Maintain BUY |
India |
Vibhor Singhal |
|
| 13-Jan-2022 |
TCS 3QFY22 - Mixed results; Outlook remains strong – Maintain BUY |
India |
Vibhor Singhal |
|
| 13-Jan-2022 |
PATH |
India |
Anshul Bhargava |
|
| 12-Jan-2022 |
CPI, IIP : Inflation edged higher; IIP weaker – Both below expectation |
India |
Anjali Verma |
|
| 12-Jan-2022 |
PATH |
India |
Anshul Bhargava |
|
| 12-Jan-2022 |
WIT (11th Jan): Slight weakness in indicators with rising covid cases |
India |
Anjali Verma |
|
| 11-Jan-2022 |
Cement – Q3FY22 Preview |
India |
Vaibhav Agarwal |
|
| 11-Jan-2022 |
Gas sector report: Exploring opportunities within the gas-based economy |
India |
Ankur Agrawal |
|
| 10-Jan-2022 |
IT Services - ISG 4QCY21: Momentum continues; Record dealflow; Minor qoq slowdown |
India |
Vibhor Singhal |
|
| 10-Jan-2022 |
Sona BLW Precision Forgings Ltd (SONACOMS IN) - Initiating Coverage - A local exotic option - Initiating with Buy |
India |
Amar Kant Gaur |
|
| 10-Jan-2022 |
Avenue Supermarts (DMART IN): Subdued performance despite healthy store addition |
India |
Ankit Kedia |
|
| 07-Jan-2022 |
Strategy: Q3FY22 Results Preview - Marginally higher than Q2 |
India |
Anjali Verma |
|
| 06-Jan-2022 |
Financials - Signs of Business gaining momentum |
India |
Manish Agarwalla |
|
| 06-Jan-2022 |
Consumer & Retail sector: 3QFY22 Results Preview- Not out of the woods yet |
India |
Vishal Gutka |
|
| 06-Jan-2022 |
Metals Q3FY22 results preview - Ferrous cos under pressure; Non-ferrous relatively better off |
India |
Vikash Singh |
|
| 05-Jan-2022 |
WIT (4th Jan): Stable indicators with surge in Covid cases |
India |
Anjali Verma |
|
| 05-Jan-2022 |
Consumer Electricals: Q3FY22 Preview: Q3 faces a high-base and weak demand sentiment |
India |
Deepak Agarwal |
|
| 05-Jan-2022 |
Jindal Steel and Power Plant visit update: Expansion progressing smoothly (Maintain Buy) |
India |
Vikash Singh |
|
| 04-Jan-2022 |
Specialty Chemicals - Q3FY22 Preview: Strong earnings despite cost pressure |
India |
Surya Patra |
|
| 03-Jan-2022 |
IT Services - Q3FY22 Preview: Strong growth despite seasonality; Margins soft |
India |
Vibhor Singhal |
|
| 03-Jan-2022 |
Pharmaceuticals Q3FY22 Preview: A muted quarter; Positive: BIOS, SUNP; Negative: IPCA, LPC |
India |
Surya Patra |
|
| 31-Dec-2021 |
Nitin Spinners: Company Update - Spinning profitable growth story |
India |
Vikram Suryavanshi |
|
| 29-Dec-2021 |
Agriculture Inputs: Q3FY22 Results Preview: Margin pressure to continue |
India |
Deepak Chitroda |
|
| 29-Dec-2021 |
WIT (28th Dec): Improvement in economic activity |
India |
Anjali Verma |
|
| 28-Dec-2021 |
PC Metals Monthly wrap - December 2021 |
India |
Vikash Singh |
|
| 28-Dec-2021 |
PATH |
India |
Anshul Bhargava |
|
| 27-Dec-2021 |
Ashoka Buildcon - Company Update - Announces the much-awaited deal; Overhang to get over |
India |
Vibhor Singhal |
|
| 27-Dec-2021 |
Allcargo Logistics Company Update - De-merger to drive flexible growth Maintain Neutral |
India |
Vikram Suryavanshi |
|
| 27-Dec-2021 |
PATH |
India |
Anshul Bhargava |
|
| 24-Dec-2021 |
PATH |
India |
Anshul Bhargava |
|
| 23-Dec-2021 |
WIT (21st Dec): Slight improvement across indicators; Credit offtake strong |
India |
Anjali Verma |
|
| 22-Dec-2021 |
Asian Paints (APNT IN) - Company Update: We see a bumper 3Q ; Maintain BUY with TP of Rs. 3,650 |
India |
Vishal Gutka |
|
| 20-Dec-2021 |
Godrej Consumer Products (GCPL IN): Analyst Meet - Less is more ; Maintain high Conviction BUY with TP of Rs. 1,200 |
India |
Vishal Gutka |
|
| 19-Dec-2021 |
Logistics monthly update - Major ports and container volume tracker |
India |
Vikram Suryavanshi |
|
| 17-Dec-2021 |
Accenture 1QFY22: Robust Q1; Strong Guidance Upgrade – Positive for Indian IT |
India |
Vibhor Singhal |
|
| 15-Dec-2021 |
WIT (14th Dec): Higher mobility and mixed industrial indicators |
India |
Anjali Verma |
|
| 14-Dec-2021 |
ABFRL: Acquires Reeboks India business |
India |
Ankit Kedia |
|
| 14-Dec-2021 |
ITC Ltd (ITC IN): Analyst Meet - Improving disclosure levels; but investors perception about ESG remains major deterrent towards valuation rerating ; Maintain Neutral with TP of Rs. 240 |
India |
Vishal Gutka |
|
| 14-Dec-2021 |
NBFCs Sector Update: RBI introduces PCA for NBFCs; No impact for coverage NBFCs |
India |
Pradeep Agrawal |
|
| 14-Dec-2021 |
Shriram Transport Finance (SHTF IN) Company Update; Merger to create largest retail NBFC |
India |
Pradeep Agrawal |
|
| 09-Dec-2021 |
Maruti Suzuki (MSIL IN) - Product launches to address volume concerns, upgrade to buy |
India |
Saksham Kaushal |
|
| 08-Dec-2021 |
WIT (7th Dec): Stable mobility and industrial indicators |
India |
Anjali Verma |
|
| 08-Dec-2021 |
RBI Policy: Liquidity normalisation expectedly underway |
India |
Anjali Verma |
|
| 05-Dec-2021 |
ICICI Bank (ICICIBC IN)- Maximizing risk calibrated operating profit |
India |
Manish Agarwalla |
|
| 02-Dec-2021 |
Shipping monthly update - Dry bulk remains at healthy level despite correction |
India |
Vikram Suryavanshi |
|
| 02-Dec-2021 |
Macro & Strategy (Monthly): Slight dip in PCI led by higher inflation |
India |
Anjali Verma |
|
| 01-Dec-2021 |
PC WIT (30th Nov): Minor improvement in indicators |
India |
Anjali Verma |
|
| 30-Nov-2021 |
Q2FY22 GDP : Growth fared decent as expected post Covid 2.0 |
India |
Anjali Verma |
|
| 30-Nov-2021 |
PC Metals Monthly wrap - November 2021 |
India |
Vikash Singh |
|
| 25-Nov-2021 |
PC-Strategy: Corporate Cost Structure: Likely impact of higher cost – demand or margins? |
India |
Anjali Verma |
|
| 24-Nov-2021 |
PC WIT (23rd Nov): Stability in mobility and industrial indicators |
India |
Anjali Verma |
|
| 23-Nov-2021 |
Logistics monthly update - Major ports and container volume tracker |
India |
Vikram Suryavanshi |
|
| 19-Nov-2021 |
Escorts Ltd (ESC IN) - Japanese engine in Indian tractor - Upgrade to Neutral |
India |
Saksham Kaushal |
|
| 17-Nov-2021 |
Mangalam Cement (Maintain Buy; PO Rs630) |
India |
Vaibhav Agarwal |
|
| 17-Nov-2021 |
KDDL 2QFY22 Update: Back to luxury time Downgrade to Neutral |
India |
Vikram Suryavanshi |
|
| 17-Nov-2021 |
IPCA Laboratories - Integration led value growth visibility intact; Maintain BUY with TP Rs 2550 |
India |
Surya Patra |
|
| 17-Nov-2021 |
PC WIT (16th Nov): Mixed industrial indicators; mobility holding up |
India |
Anjali Verma |
|
| 17-Nov-2021 |
Infrastructure Q2FY22 - The ‘order-book-keeper’ – Momentum continues |
India |
Vibhor Singhal |
|
| 16-Nov-2021 |
Sanghi Industries (Maintain Buy: PO Rs95 |
India |
Vaibhav Agarwal |
|
| 16-Nov-2021 |
JK Cement (Maintain Buy: PO Rs 4,100) |
India |
Vaibhav Agarwal |
|
| 16-Nov-2021 |
Sadbhav Engineering Q2FY22 - Weak results; Execution & Liquidity issues continue |
India |
Vibhor Singhal |
|
| 16-Nov-2021 |
Vodafone Idea Q2FY22 - Modest performance; Not yet out of the woods |
India |
Vibhor Singhal |
|
| 15-Nov-2021 |
PNC Infratech Q2FY22 - Strong results & fundamentals; Growth momentum to continu |
India |
Vibhor Singhal |
|
| 15-Nov-2021 |
KNR Construction Q2FY22 - Strong results; Fundamentals strong – Thesis intact |
India |
Vibhor Singhal |
|
| 15-Nov-2021 |
Ahluwalia Contracts Q2FY22 - Consistency appears to be returning; Fundamentals remain strong |
India |
Vibhor Singhal |
|
| 15-Nov-2021 |
Ashoka Buildcon Q2FY22 -Modest results, Attractive valuations – Wait for McQ exit continues |
India |
Vibhor Singhal |
|
| 15-Nov-2021 |
Ashok Leyland (AL IN) - Q2FY22 update - Impending growth already priced in - Maintain Neutral |
India |
Saksham Kaushal |
|
| 15-Nov-2021 |
Manappuram Finance (MGFL IN) Q2FY22: Growth at the cost of margins; Competition driving yields lower |
India |
Pradeep Agrawal |
|
| 15-Nov-2021 |
PC-Strategy – Q2FY22 Earnings beat lead by financials; margins under pressure |
India |
Anjali Verma |
|
| 15-Nov-2021 |
Bajaj Finance (BAF IN) Initiating Coverage (BUY); Getting future ready; on the way to becoming a fintech |
India |
Pradeep Agrawal |
|
| 14-Nov-2021 |
Bharat Forge (BHFC IN) - Q2FY22 update - Improving end markets bode well - Maintain Buy |
India |
Saksham Kaushal |
|
| 14-Nov-2021 |
Hero MotoCorp (HMCL IN) - Q2FY22 update - Higher spare sales aid performance - Maintain Neutral |
India |
Saksham Kaushal |
|
| 14-Nov-2021 |
Endurance Technologies (ENDU IN) - Q2FY22 update - Lofty valuations to keep stock performance in check - Maintain Neutral |
India |
Amar Kant Gaur |
|
| 14-Nov-2021 |
Bajaj Electricals (BUY; TP: 1,308) Q2FY22Result: Thesis remain intact, gaining share in consumer business |
India |
Deepak Agarwal |
|
| 14-Nov-2021 |
PI Industries Ltd: Upgrade to Neutral, TP: Rs 2,560: All eyes on pharma M&A action |
India |
Deepak Chitroda |
|
| 14-Nov-2021 |
Repco Home Finance (REPCO IN) - Loan growth a challenge |
India |
Manish Agarwalla |
|
| 14-Nov-2021 |
Camlin Fine Sciences - Underperformance in Q2 was quarter specific; BUY with TP Rs 240 |
India |
Surya Patra |
|
| 13-Nov-2021 |
Nalco Q2FY22: Beats estimates; higher alumina to drive earnings (maintain Buy) |
India |
Vikash Singh |
|
| 13-Nov-2021 |
Hindalco Q2FY22: Strong performance likely to continue for some more time (Maintain Buy) |
India |
Vikash Singh |
|
| 13-Nov-2021 |
Tata Steel Q2FY22:Margins may have peaked out but deleveraging to continue (Maintain Buy) |
India |
Vikash Singh |
|
| 12-Nov-2021 |
Somany Ceramics Ltd (BUY; TP: 1,131) Q2FY22 Result: Strong industry tailwinds, SOMC gaining market share |
India |
Deepak Agarwal |
|
| 12-Nov-2021 |
NMDC Q2FY22: Volumes to partially compensate realizations fall; Dividend yields attractive (Maintain Buy) |
India |
Vikash Singh |
|
| 12-Nov-2021 |
CPI, IIP : Inflation surge offset by favourable base; IIP slowed down |
India |
Anjali Verma |
|
| 12-Nov-2021 |
Pennar Industries 2QFY22 - Support from diversification Maintain BUY |
India |
Vikram Suryavanshi |
|
| 12-Nov-2021 |
Vinati Organics - Cost challenges visible in the near-term; Neutral with TP Rs 1750 |
India |
Surya Patra |
|
| 11-Nov-2021 |
Godrej Consumer Products (GCPL IN) 2QFY22 Result update: RM pressure weighs on operating performance; Maintain BUY with TP of Rs. 1,200 |
India |
Vishal Gutka |
|
| 11-Nov-2021 |
ITD Cementation Q2FY22 - And the inconsistency hits agai |
India |
Vibhor Singhal |
|
| 11-Nov-2021 |
ITD Cementation Q2FY22 - And the inconsistency hits agai |
India |
Vibhor Singhal |
|
| 11-Nov-2021 |
Page Industries: MBO, EBO channel expansion to drive revenue growth |
India |
Vikram Suryavanshi |
|
| 11-Nov-2021 |
Bank of Baroda (BOB IN) - Asset quality improves but margin disappoints |
India |
Manish Agarwalla |
|
| 10-Nov-2021 |
PC WIT (9th Nov): Diwali holidays impacted industrial indicators; mobility strengthened |
India |
Anjali Verma |
|
| 10-Nov-2021 |
V-Mart Retail: Healthy growth momentum to continue |
India |
Ankit Kedia |
|
| 10-Nov-2021 |
India Cements (Revise to Neutral; PO Rs220) |
India |
Vaibhav Agarwal |
|
| 10-Nov-2021 |
MAX Financial Services (MAXF IN): VNB margin surprised positively |
India |
Sujal Kumar |
|
| 09-Nov-2021 |
Biocon - Branded interchangeable Glargine launch is incremental +ve; BUY with TP Rs 450 |
India |
Surya Patra |
|
| 09-Nov-2021 |
NCC Ltd - Q2FY22 - Inline results; Fundamentals strong; Valuations attractive |
India |
Vibhor Singhal |
|
| 09-Nov-2021 |
Aurobindo Pharma - Steady performing biz with favorable risk-reward: BUY with TP Rs 900 |
India |
Surya Patra |
|
| 09-Nov-2021 |
Mahindra & Mahindra (MM IN) - Q2FY22 update - New product launches driving auto segment - Upgrade to Neutral |
India |
Saksham Kaushal |
|
| 09-Nov-2021 |
Britannia Industries (BRIT IN): 2QFY22 Result update - Short term blip in structural foods story; Maintain BUY with TP of Rs. 4,600 |
India |
Vishal Gutka |
|
| 08-Nov-2021 |
Aditya Birla Fashion & Retail (ABFRL IN): Aggressive store expansion to drive growth |
India |
Ankit Kedia |
|
| 08-Nov-2021 |
Muthoot Finance (MUTH IN) Q2FY22: Rising competition & volatility in gold price remain key risks |
India |
Pradeep Agrawal |
|
| 08-Nov-2021 |
Divis Laboratories - Earnings leader in difficult times as well; Upgrade to BUY with TP Rs 6000 |
India |
Surya Patra |
|
| 08-Nov-2021 |
Eicher Motors (EIM IN) - Q2FY22 update - Non-motorcycle business drives outperformance - Maintain Buy |
India |
Saksham Kaushal |
|
| 07-Nov-2021 |
Bata India: Full recovery within reach |
India |
Saksham Kaushal |
|
| 06-Nov-2021 |
State Bank of India (SBIN IN) - Favourable risk reward |
India |
Manish Agarwalla |
|
| 04-Nov-2021 |
Automobiles - Sector update - Fuel price cut to breathe some life into faltering demand |
India |
Saksham Kaushal |
|
| 03-Nov-2021 |
Colgate Palmolive (CLGT IN)- Company update: Is there light at the end of the tunnel? ; Maintain SELL with TP of Rs. 1,350 |
India |
Vishal Gutka |
|
| 03-Nov-2021 |
PC WIT (2nd Nov): Festival cheer- Stronger industrial indicators and mobility |
India |
Anjali Verma |
|
| 03-Nov-2021 |
Star Cement (Maintain Neutral; PO Rs115) |
India |
Vaibhav Agarwal |
|
| 03-Nov-2021 |
Bharti Airtel Q2FY22 - Inline results; Well placed to take the next growth leap |
India |
Vibhor Singhal |
|
| 03-Nov-2021 |
Allcargo logistics 2QFY22 Update : Strong improvement in MTO Maintain Neutral |
India |
Vikram Suryavanshi |
|
| 03-Nov-2021 |
Sun Pharma - Specialty Biz drives value growth; BUY with TP Rs 1000 |
India |
Surya Patra |
|
| 03-Nov-2021 |
KPIT Tech Q2FY22: Continues to deliver on all fronts - Maintain BUY |
India |
Karan Uppal |
|
| 03-Nov-2021 |
Trent (Trent IN):Strong on multiple counts; Upgrade to BUY |
India |
Ankit Kedia |
|
| 02-Nov-2021 |
Bajaj Consumer Care (BAJAJCON IN) 2QFY22 Result update: Mouthwatering valuations provides enough margin of safety despite near term challenges ; Maintain BUY with TP of Rs. 290 |
India |
Vishal Gutka |
|
| 02-Nov-2021 |
VRL Logistics 2QFY22: Back in the fast lane Maintain BUY |
India |
Vikram Suryavanshi |
|
| 02-Nov-2021 |
Dabur India (DABUR IN) 2QFY22: Volume led double digit growth to continue in 2H despite high base; Maintain BUY with TP of Rs. 715 |
India |
Vishal Gutka |
|
| 02-Nov-2021 |
Chambal Fertilisers and Chemicals Ltd: Q2FY22 Result: Maintain Buy, TP: Rs 450: Margin pressure to mount further |
India |
Deepak Chitroda |
|
| 02-Nov-2021 |
JSPL Q2FY22: Deleveraging continues; Valuations remains attractive (Maintain Buy) |
India |
Vikash Singh |
|
| 02-Nov-2021 |
HDFC Ltd (HDFC IN) - Disbursal improves and asset quality under control |
India |
Manish Agarwalla |
|
| 02-Nov-2021 |
Aarti Industries - Visible cost pressure to hurt earnings: Maintain Neutral with TP Rs 1050 |
India |
Surya Patra |
|
| 01-Nov-2021 |
Tata Motors (TTMT IN) - Q2FY22 update - Things beginning to fall in place - Maintain Buy |
India |
Saksham Kaushal |
|
| 01-Nov-2021 |
Apollo Tyres (APTY IN) - Q2FY22 update - Commodity prices to weigh on the stock - Maintain Neutral |
India |
Saksham Kaushal |
|
| 01-Nov-2021 |
Apollo Tyres (APTY IN) - Q2FY22 update - Commodity prices to weigh on the stock - Maintain Neutral |
India |
Saksham Kaushal |
|
| 01-Nov-2021 |
JK Lakshmi Cement: (Maintain Buy; PO Rs900) |
India |
Vaibhav Agarwal |
|
| 01-Nov-2021 |
Voltas Ltd (BUY; TP: 1,406) Q2FY22 Result: Strong volume growth in B2C; B2B execution impacted |
India |
Deepak Agarwal |
|
| 01-Nov-2021 |
Cholamandalam Finance (CIFC IN) Q2FY22: Lower provisioning drive beat in earnings |
India |
Pradeep Agrawal |
|
| 01-Nov-2021 |
Macro & Strategy (Monthly): PCI Index peaks higher; marginal sequential rise |
India |
Anjali Verma |
|
| 01-Nov-2021 |
Escorts Ltd (ESC IN) - Q2FY22 update - Headwinds on margins and volumes to continue - Maintain Sell |
India |
Saksham Kaushal |
|
| 01-Nov-2021 |
Coromandel International Ltd: Downgrade to Neutral, TP: Rs 890: Cost pressure to impact margins in the near term |
India |
Deepak Chitroda |
|
| 01-Nov-2021 |
Atul Ltd - Concerned by lower growth and margin pressure; Maintain SELL at PO 7700 |
India |
Surya Patra |
|
| 01-Nov-2021 |
Cadila Healthcare - Covid vaccine to power earnings & competition in Asacol HD is not a big concern: Buy with lowered TP Rs 640 |
India |
Surya Patra |
|
| 31-Oct-2021 |
Dr Reddys Laboratories - Strong earnings visibility intact: Maintain BUY with TP Rs 6040 |
India |
Surya Patra |
|
| 31-Oct-2021 |
Shree Cement (Maintain BUY: PO Rs32,500) |
India |
Vaibhav Agarwal |
|
| 31-Oct-2021 |
DCB Bank (DCBB IN) - Collection improvement a sign of normalization |
India |
Manish Agarwalla |
|
| 31-Oct-2021 |
UPL ltd (Buy, TP: Rs 1050): Q2FY22 Result: Robust performance despite multiple challenges |
India |
Deepak Chitroda |
|
| 31-Oct-2021 |
SAIL Q2FY22: Deleveraging to drive valuations despite tough 2H (maintain Buy) |
India |
Vikash Singh |
|
| 31-Oct-2021 |
Shriram Transport Finance (SHTF IN) Q2FY22: Operating result ahead of expectation; asset quality improves |
India |
Pradeep Agrawal |
|
| 30-Oct-2021 |
Vedanta Ltd Q2FY22: High LME to drive performance; Expect good dividend yields (Maintain Buy) |
India |
Vikash Singh |
|
| 30-Oct-2021 |
V-Guard Industries Ltd (BUY; TP: 325) 2QFY22 Result: Sharp recovery; moving up in products |
India |
Deepak Agarwal |
|
| 30-Oct-2021 |
TCI Ltd 2QFY22 Update : Winds of grace in shipping Downgrade to Neutral |
India |
Vikram Suryavanshi |
|
| 30-Oct-2021 |
Aegis Logistics 2QFY22 Update : Strong recovery in gas segment |
India |
Vikram Suryavanshi |
|
| 29-Oct-2021 |
Lupin - All eyes on gSpiriva for earnings improvement; Maintain Neutral with lowered TP Rs 1000 |
India |
Surya Patra |
|
| 29-Oct-2021 |
Emami (HMN IN)- 2QFY22: Result update - Broad based performance despite covid tailwinds receding; Maintain BUY with TP of Rs. 700 |
India |
Vishal Gutka |
|
| 29-Oct-2021 |
Indian Bank (INBK IN) - Dwindling growth and MSME stress, a concern area |
India |
Manish Agarwalla |
|
| 29-Oct-2021 |
KEI Industries Ltd (BUY; TP:1,189) Q2FY22 Result: Wired for exponential growth; improving share in B2C |
India |
Deepak Agarwal |
|
| 28-Oct-2021 |
Westlife Development Ltd (WLDL IN): 2QFY22 - New found aggression for store expansion ; Maintain BUY with TP of Rs. 700 |
India |
Vishal Gutka |
|
| 28-Oct-2021 |
Marico Industries (MRCO IN): 2QFY22 - Volume growth to moderate in 2HFY22 ; Maintain NEUTRAL with TP of Rs. 535 |
India |
Vishal Gutka |
|
| 28-Oct-2021 |
Praj Industries 2QFY22 : Strong execution continues |
India |
Vikram Suryavanshi |
|
| 28-Oct-2021 |
Bajaj Auto (BJAUT IN) - 2QFY22 update - Decent performance in challenging environment - Maintain Buy |
India |
Saksham Kaushal |
|
| 28-Oct-2021 |
Mahindra Logistics 2QFY22: Margin pressure in short term Downgrade to Neutral |
India |
Vikram Suryavanshi |
|
| 28-Oct-2021 |
M&M Financial Services (MMFS IN) Q2FY22: Result ahead of expectation; Asset quality improves |
India |
Pradeep Agrawal |
|
| 28-Oct-2021 |
Cognizant Technology 3QCY21 - Inline results; Guidance maintained; Supply side concerns remain |
India |
Vibhor Singhal |
|
| 28-Oct-2021 |
Poonawalla Fincorp (POONAWAL IN) Q2FY22: Results ahead of expectation; asset quality improves |
India |
Pradeep Agrawal |
|
| 28-Oct-2021 |
Shriram City Union Finance (SCUF IN) Q2FY22: Results in-line with expectation; asset quality stable |
India |
Pradeep Agrawal |
|
| 28-Oct-2021 |
PC India Strategy: Booking profit in discretionary; Raising weights in Large-caps |
India |
Anjali Verma |
|
| 28-Oct-2021 |
PC India Strategy: Booking profit in discretionary; Raising weights in Large-caps |
India |
Anjali Verma |
|
| 28-Oct-2021 |
Dalmia Bharat (DALBHARA IN: Maintain Neutral: PO Rs2050) |
India |
Vaibhav Agarwal |
|
| 28-Oct-2021 |
Dalmia Bharat (DALBHARA IN: Maintain Neutral: PO Rs2050) |
India |
Vaibhav Agarwal |
|
| 28-Oct-2021 |
Indusind Bank (IIB IN) - House in Order |
India |
Manish Agarwalla |
|
| 27-Oct-2021 |
ITC Ltd (ITC IN) - 2QFY22: ; Cigarette disappoints; FMCG & Hotel surprises - Maintain NEUTRAL with TP - Rs. 240 |
India |
Vishal Gutka |
|
| 27-Oct-2021 |
Maruti Suzuki (MSIL IN) - Q2FY22 update - Weak performance to continue - Maintain Neutral |
India |
Saksham Kaushal |
|
| 27-Oct-2021 |
SBI Life Insurance (SBILIFE IN): Strong operating performance |
India |
Sujal Kumar |
|
| 27-Oct-2021 |
Persistent Systems 2QFY22 - Strong Growth; Decent TCV; Valuations expensive |
India |
Vibhor Singhal |
|
| 27-Oct-2021 |
Titan Company:- 2QFY22: ; Glittering growth ahead- Maintain BUY with TP - Rs. 2,700 |
India |
Vishal Gutka |
|
| 27-Oct-2021 |
Adani Ports & SEZ 2QFY22 - Modest results; Inline with expectations; Investment thesis intact |
India |
Vibhor Singhal |
|
| 27-Oct-2021 |
Indocount 2QFY22 Update: Impact of supply chain issue - Upgrade to BUY |
India |
Vikram Suryavanshi |
|
| 27-Oct-2021 |
PC WIT (26th Oct): Festival demand in play– higher credit and discretionary spend |
India |
Anjali Verma |
|
| 27-Oct-2021 |
Kotak Mahindra Bank (KMB IN) - Growth signs visible |
India |
Manish Agarwalla |
|
| 27-Oct-2021 |
IRB Infrastructure Q2FY22 - Decent results; Landmark fund-raise to boost growth – Priced in |
India |
Vibhor Singhal |
|
| 27-Oct-2021 |
SRF Ltd - Rising input costs to hurt earnings momentum; Downgrade to SELL for a TP Rs 1600 |
India |
Surya Patra |
|
| 27-Oct-2021 |
Axis Bank (AXSB IN) - Growth the key missing piece |
India |
Manish Agarwalla |
|
| 27-Oct-2021 |
Cipla - Key product opportunities to power earnings; Maintain BUY with TP Rs 1200 |
India |
Surya Patra |
|
| 26-Oct-2021 |
Ambuja Cements (ACEM IN: Upgrade to Buy: PO Rs430) |
India |
Vaibhav Agarwal |
|
| 26-Oct-2021 |
Nippon Life Asset Management (NAM IN): Strong operating performance, Market share stabilizing |
India |
Sujal Kumar |
|
| 26-Oct-2021 |
Ceat Ltd (CEAT IN) - Q2FY22 update - Facing strong commodity headwinds - Maintain Neutral |
India |
Saksham Kaushal |
|
| 25-Oct-2021 |
Coforge Ltd 2QFY22 - Results inline; Guidance upgraded; Outlook strong – maintain BUY |
India |
Vibhor Singhal |
|
| 25-Oct-2021 |
Colgate Palmolive: 2QFY22 (PhillipCapital India) - Struggling to retain the market share; Maintain SELL with TP of Rs. 1,350 |
India |
Vishal Gutka |
|
| 25-Oct-2021 |
Orient Electric Ltd (BUY; TP:420) Q2FY22 Result: Switch to Orient; strong performance in tough times |
India |
Deepak Agarwal |
|
| 25-Oct-2021 |
TechM 2QFY22 - Strong growth; Stable margins – Still needs to catch up with peers |
India |
Vibhor Singhal |
|
| 25-Oct-2021 |
Crompton Greaves Consumer Electricals Ltd (BUY; TP:574) Q2FY22 Result: In line performance; continues to gain market share |
India |
Deepak Agarwal |
|
| 25-Oct-2021 |
HDFC Asset Management (HDFCAMC IN): Market share yet to stabilize |
India |
Sujal Kumar |
|
| 25-Oct-2021 |
Polycab India Ltd (BUY; TP:2,740) Q2FY22 Result: Strong Industry tailwinds, RM impacted performance |
India |
Deepak Agarwal |
|
| 24-Oct-2021 |
HDFC Life (HDFCLIFE IN): Strong consistent inline performance |
India |
Sujal Kumar |
|
| 24-Oct-2021 |
Kajaria Ceramics Ltd (BUY; TP:1359) Q2FY22 Result: Strong volume growth, positive outlook |
India |
Deepak Agarwal |
|
| 24-Oct-2021 |
ICICI Bank (ICICIBC IN)- Risk calibrated growth |
India |
Manish Agarwalla |
|
| 23-Oct-2021 |
Biocon - Set for a robust earnings momentum; Maintain BUY with TP Rs 450 |
India |
Surya Patra |
|
| 22-Oct-2021 |
Hindustan Zinc Q2F22: Fairly valued; Hold for high dividend expectations (Maintain Neutral) |
India |
Vikash Singh |
|
| 22-Oct-2021 |
LIC Housing Finance (LICHF IN) - Asset quality disappoints |
India |
Manish Agarwalla |
|
| 22-Oct-2021 |
Agro Tech Foods (ATFL IN) 2QFY22: Margin pressure to continue in near term, focus remains on scaling up food business; Maintain BUY with TP of Rs. 1,20 |
India |
Vishal Gutka |
|
| 22-Oct-2021 |
Concor 2QFY22 Update: Strong traction in domestic business Maintain BUY |
India |
Vikram Suryavanshi |
|
| 22-Oct-2021 |
Mphasis 2QFY22 - Strong Growth; Stable Margins; Bright Outlook; Maintain BUY |
India |
Karan Uppal |
|
| 21-Oct-2021 |
Havells India Ltd (NEUTRAL; TP: Rs 1,338) Q2FY22 Results: Inflation-led quarter, demand outlook positive |
India |
Deepak Agarwal |
|
| 21-Oct-2021 |
Shoppers Stop: Festive season to accelerate revenue recovery |
India |
Ankit Kedia |
|
| 21-Oct-2021 |
JSW Steel Q2FY22: Maintain positive outlook despite near term cost pressure (Maintain Buy) |
India |
Vikash Singh |
|
| 21-Oct-2021 |
Gateway Distriparks 2QFY22 Update : Outperformance in rail Maintain BUY |
India |
Vikram Suryavanshi |
|
| 21-Oct-2021 |
Asian Paints : 2QFY22 (Phillip Capital India) - RM pressure weighs on profitability; Maintain BUY with TP of Rs. 3,400 |
India |
Vishal Gutka |
|
| 21-Oct-2021 |
TVS Motor (TVSL IN) - Price hikes aid margin performance - Maintain Buy |
India |
Saksham Kaushal |
|
| 21-Oct-2021 |
ICICI Lombard - Combined ratio remains elevated |
India |
Sujal Kumar |
|
| 20-Oct-2021 |
Jubilant Foodworks: 2QFY22 (PhillipCapital India) - Healthy operating performance in challenging environment; Maintain BUY with TP of Rs. 4,600 |
India |
Vishal Gutka |
|
| 20-Oct-2021 |
HeidelbergCement India Ltd (Maintain Buy: PO Rs350) |
India |
Vaibhav Agarwal |
|
| 20-Oct-2021 |
PC WIT (19th Oct): Mobility above pre-Covid levels; pent-up festive discretionary demand |
India |
Anjali Verma |
|
| 19-Oct-2021 |
ICICI PRU Life Insurance (IPRU IN): VNB growth trajectory remains on track |
India |
Sujal Kumar |
|
| 19-Oct-2021 |
HUVR: 2QFY22 (Phillip Capital India) - Volume growth disappoints; near term challenges persist ; Maintain BUY with TP of Rs. 3,050 |
India |
Vishal Gutka |
|
| 19-Oct-2021 |
L&T Tech Services: Q2FY22 - Robust Results; Strong Guidance – Expensive Valuations |
India |
Vibhor Singhal |
|
| 19-Oct-2021 |
Nestle: 3QCY21 (PhillipCapital India) - Mixed bag: Revenue momentum sustain, margin disappoints ; Maintain BUY with TP of Rs. 22,000 |
India |
Vishal Gutka |
|
| 19-Oct-2021 |
ACC Ltd.: Maintain Buy (PO Rs2,900) |
India |
Vaibhav Agarwal |
|
| 19-Oct-2021 |
UltraTech Cement (UTCEM IN) - Upgrade to Buy (PO Rs9,000 |
India |
Vaibhav Agarwal |
|
| 19-Oct-2021 |
Logistics monthly update - Major ports and container train volume tracker |
India |
Vikash Singh |
|
| 18-Oct-2021 |
L&T Infotech Q2FY22 - Strong Performance, Bright Outlook, Rich Valuations |
India |
Vibhor Singhal |
|
| 17-Oct-2021 |
Avenue Supermarts (DMART IN): Margins surprise positively; valuations cap upside |
India |
Ankit Kedia |
|
| 17-Oct-2021 |
HDFC Bank (HDFCB IN)- Well prepared to capture growth opportunity |
India |
Manish Agarwalla |
|
| 15-Oct-2021 |
Cyient 2QFY22 - Decent results; Margins improve; Growth to lag peers |
India |
Vibhor Singhal |
|
| 14-Oct-2021 |
HCL Tech Q2FY22 - Modest results again; Stock underperformance to continue - Downgrade to NEUTRAL |
India |
Vibhor Singhal |
|
| 14-Oct-2021 |
Wipro 2QFY22 - Strong results & Outlook; Valuations attractive – Upgrade to BUY |
India |
Vibhor Singhal |
|
| 14-Oct-2021 |
Mindtree 2QFY22 - Super strong results; Bright Outlook – Maintain BUY |
India |
Vibhor Singhal |
|
| 14-Oct-2021 |
Infosys 2QFY22 - Handsomely beats expectations – Valuation gap with TCS to narrow – Maintain BUY |
India |
Vibhor Singhal |
|
| 12-Oct-2021 |
IT Services - ISG 3QCY21: Deal Flow Momentum remains strong, Commentary optimistic |
India |
Vibhor Singhal |
|
| 12-Oct-2021 |
CPI, IIP : Base effect and real growth – Boosts IIP, softens CPI – In Line |
India |
Anjali Verma |
|
| 11-Oct-2021 |
Consumer & Retail: Q2FY22 Results Preview : Margin pressure to sustain |
India |
Vishal Gutka |
|
| 08-Oct-2021 |
TCS 2QFY22 - Minor miss on Growth; Outlook remains strong - Maintain BUY |
India |
Vibhor Singhal |
|
| 08-Oct-2021 |
RBI Policy: Normalisation continued with calm; Inflation guidance lowered |
India |
Anjali Verma |
|
| 07-Oct-2021 |
Cement - Q2FY22 Preview |
India |
Vaibhav Agarwal |
|
| 07-Oct-2021 |
Strategy: Q2FY22 Results Preview - Earnings stable to trending upwards (peak) |
India |
Anjali Verma |
|
| 07-Oct-2021 |
Financials - Normalization of Business Activity |
India |
Manish Agarwalla |
|
| 06-Oct-2021 |
WIT (12th Oct): Growth trending higher, supported by festive season |
India |
Anjali Verma |
|
| 06-Oct-2021 |
PATH |
India |
Anshul Bhargava |
|
| 05-Oct-2021 |
Specialty Chemicals Q2 Preview - Continued strong earnings led by firm prices |
India |
Surya Patra |
|
| 05-Oct-2021 |
Consumer Electricals: Q2FY22 Preview: Quarter full of value growth, all eyes on festive season |
India |
Deepak Agarwal |
|
| 05-Oct-2021 |
Agriculture Inputs: Q2FY22 Results Preview: Rising costs to lower margins |
India |
Deepak Chitroda |
|
| 05-Oct-2021 |
Time Technoplast Company Update : Solution for green energy Not Rated |
India |
Vikram Suryavanshi |
|
| 05-Oct-2021 |
PATH |
India |
Anshul Bhargava |
|
| 04-Oct-2021 |
PATH |
India |
Anshul Bhargava |
|
| 04-Oct-2021 |
Macro & Strategy (Monthly): PCI Index - Marching ahead |
India |
Anjali Verma |
|
| 04-Oct-2021 |
IT Services - Q2FY22 Preview: Growth Momentum to Further Accelerate |
India |
Vibhor Singhal |
|
| 04-Oct-2021 |
Pharmaceuticals - Q2FY22 Preview: A muted quarter on high bas |
India |
Surya Patra |
|
| 01-Oct-2021 |
PATH |
India |
Anshul Bhargava |
|
| 29-Sep-2021 |
Aditya Birla Sunlife AMC : Long-term value creator |
India |
Sujal Kumar |
|
| 29-Sep-2021 |
UPL Ltd: Company Update: Maintain Buy; Better placed, despite near-term challenges |
India |
Deepak Chitroda |
|
| 29-Sep-2021 |
PATH |
India |
Anshul Bhargava |
|
| 28-Sep-2021 |
PC Metals - Monthly Wrap |
India |
Vikash Singh |
|
| 28-Sep-2021 |
Godrej Consumer Product (GCPL IN) - Company Update: ; Targeting profitable double-digit revenue growth - Maintain BUY with TP - Rs. 1,225 |
India |
Vishal Gutka |
|
| 28-Sep-2021 |
Bharat Electronics (BHE IN) - Core business remains strong; focus on diversification |
India |
Jonas Bhutta |
|
| 27-Sep-2021 |
Resurgent India Conference - Key takeaways |
India |
India Research Team |
|
| 27-Sep-2021 |
Jewellery: Sector Update - Hallmarking: Harbinger of formalization ; |Titan Company: Maintain BUY with TP - Rs. 2,300 | & | Thangamayil Jewellery : Maintain BUY with TP - Rs. 1,275 |
India |
Vishal Gutka |
|
| 27-Sep-2021 |
PATH |
India |
Anshul Bhargava |
|
| 24-Sep-2021 |
PATH |
India |
Anshul Bhargava |
|
| 23-Sep-2021 |
Accenture 4QFY21: Inline Results; Strong guidance & Commentary – Positive for Indian IT |
India |
Vibhor Singhal |
|
| 23-Sep-2021 |
PATH |
India |
Anshul Bhargava |
|
| 21-Sep-2021 |
PB FINTECH (Policybazaar) : Digital player embarking on a physical journey |
India |
Sujal Kumar |
|
| 19-Sep-2021 |
Biocon - Alliance with Serum Institute is a win-win deal; Maintain BUY with TP Rs 500 |
India |
Surya Patra |
|
| 17-Sep-2021 |
GoI Incorporates Bad Ban |
India |
Manish Agarwalla |
|
| 17-Sep-2021 |
PATH |
India |
Anshul Bhargava |
|
| 16-Sep-2021 |
PATH |
India |
Anshul Bhargava |
|
| 15-Sep-2021 |
Telecom (Sector Update) - Much needed reforms for the sector; Bharti remains attractive |
India |
Vibhor Singhal |
|
| 14-Sep-2021 |
Logistics monthly update - Major ports and container train volume tracker |
India |
Vikram Suryavanshi |
|
| 10-Sep-2021 |
Company update: Cummins India (KKC IN) - Takeaways from management interaction |
India |
Jonas Bhutta |
|
| 08-Sep-2021 |
WIT (7th September): Stable/weak industrial indicators; mobility improved |
India |
Anjali Verma |
|
| 08-Sep-2021 |
IT Services Sector Report - 6 Reasons Why |
India |
Vibhor Singhal |
|
| 07-Sep-2021 |
PATH |
India |
Anshul Bhargava |
|
| 06-Sep-2021 |
Bajaj Consumer Care- Company Update: ; Value unlocking hinges on execution capabilities - Maintain BUY with TP - Rs. 350 |
India |
Vishal Gutka |
|
| 06-Sep-2021 |
PATH |
India |
Anshul Bhargava |
|
| 05-Sep-2021 |
HDFC Life Insurance (HDFCLIFE IN): Exide Life: Expensive acquisition, Limited synergie |
India |
Sujal Kumar |
|
| 03-Sep-2021 |
Macro & Strategy (Monthly): PCI Index and Nifty at record highs |
India |
Anjali Verma |
|
| 03-Sep-2021 |
PATH |
India |
Anshul Bhargava |
|
| 02-Sep-2021 |
Coromandel International Ltd: Company Update: Maintain Buy; All eyes on cost support (higher MRPs or subsidy) |
India |
Deepak Chitroda |
|
| 02-Sep-2021 |
PATH |
India |
Anshul Bhargava |
|
| 01-Sep-2021 |
WIT (31st Aug): Mixed mobility and economic indicators |
India |
Anjali Verma |
|
| 01-Sep-2021 |
PATH |
India |
Anshul Bhargava |
|
| 31-Aug-2021 |
Q1FY22 GDP : Expectedly, Investment fared better than Consumption |
India |
Anjali Verma |
|
| 31-Aug-2021 |
PATH |
India |
Anshul Bhargava |
|
| 30-Aug-2021 |
Sun Pharma - Imminent value growth ahead: BUY with raised TP of Rs 1000 |
India |
Surya Patra |
|
| 30-Aug-2021 |
Power Financiers - Inexpensive Navratnas |
India |
Manish Agarwalla |
|
| 25-Aug-2021 |
Metals Monthly Wrap - August 2021 |
India |
Vikash Singh |
|
| 25-Aug-2021 |
WIT (24th August): Stable mobility and economic indicators |
India |
Anjali Verma |
|
| 25-Aug-2021 |
HUL Company Update : The worst is over – better times ahead ;Maintain BUY with TP- Rs. 3,000 |
India |
Vishal Gutka |
|
| 24-Aug-2021 |
Thangamayil Jewellery |
India |
Vishal Gutka |
|
| 24-Aug-2021 |
PATH |
India |
Anshul Bhargava |
|
| 23-Aug-2021 |
National Asset Monetisation Plan: Government focus on CAPEX and INFRA, Reinforced! |
India |
Anjali Verma |
|
| 23-Aug-2021 |
Cadila Healthcare - Covid vaccine is a multi-year opportunity: BUY with TP Rs 680 |
India |
Surya Patra |
|
| 23-Aug-2021 |
PATH |
India |
Anshul Bhargava |
|
| 20-Aug-2021 |
Logistics monthly update - Major Ports and Container rail volume |
India |
Vikram Suryavanshi |
|
| 20-Aug-2021 |
Allcargo Logistics 1QFY22 Update : Regaining leadership Maintain Neutral |
India |
Vikram Suryavanshi |
|
| 20-Aug-2021 |
PATH |
India |
Anshul Bhargava |
|
| 19-Aug-2021 |
JK Cement (Maintain BUY: PO Rs3600) |
India |
Vaibhav Agarwal |
|
| 19-Aug-2021 |
Star Cement (Maintain Neutral; PO Rs130 |
India |
Vaibhav Agarwal |
|
| 18-Aug-2021 |
PC WIT (17th August): Progressing vs. consolidation earlier – Economic activity and Mobility |
India |
Anjali Verma |
|
| 18-Aug-2021 |
Infrastructure - The ‘order-book-keeper’ Q1FY22 – Momentum continues |
India |
Vibhor Singhal |
|
| 18-Aug-2021 |
PATH |
India |
Anshul Bhargava |
|
| 17-Aug-2021 |
Repco Home Finance (REPCO IN) - High restructured loan increases provision |
India |
Manish Agarwalla |
|
| 17-Aug-2021 |
Sadbhav Engineering Q1FY22 - Disappointment continues; Valuations the saving grace |
India |
Vibhor Singhal |
|
| 17-Aug-2021 |
Vodafone Idea Q1FY22 - Disappointing results; Solvency concerns loom large |
India |
Vibhor Singhal |
|
| 16-Aug-2021 |
KDDL 1QFY22 Update: Advantage of digital marketing and exclusive brands Maintain BUY |
India |
Vikram Suryavanshi |
|
| 16-Aug-2021 |
PC-Strategy – Q1FY22 Earnings Review: In-line earnings for Nifty; Miss in the Broader market |
India |
Anjali Verma |
|
| 16-Aug-2021 |
PC-Strategy – Nifty Weight Analysis: Investment-oriented gainers; Consumption-oriented dipping |
India |
Anjali Verma |
|
| 16-Aug-2021 |
Huhtamaki India Ltd. (BUY; TP: Rs 320) Q2CY21 Results: Beat on revenue, commodity inflation impacted margins |
India |
Deepak Agarwal |
|
| 15-Aug-2021 |
Sanghi Industries (Maintain Buy: PO Rs95) |
India |
Vaibhav Agarwal |
|
| 15-Aug-2021 |
Cummins India (KKC IN) - Potential to surprise on subdued expectations. Upgrade to BUY |
India |
Jonas Bhutta |
|
| 15-Aug-2021 |
India Cements (Maintain BUY: PO Rs250) |
India |
Vaibhav Agarwal |
|
| 15-Aug-2021 |
Camlin Fine Sciences -Multiple value triggers ahead; Maintain BUY with TP Rs 250 |
India |
Surya Patra |
|
| 15-Aug-2021 |
Pennar Industries 1QFY22 Update: Moving up the value chain |
India |
Vikram Suryavanshi |
|
| 15-Aug-2021 |
Poonawalla Fincorp (POONAWAL IN) Q1FY22: Lower margins dented operating performance |
India |
Pradeep Agrawal |
|
| 14-Aug-2021 |
Aurobindo Pharma - Largest base biz & competition in the US concerns: BUY with TP Rs 900 |
India |
Surya Patra |
|
| 13-Aug-2021 |
Hero MotoCorp (HMCL IN) - Q1FY22 update - Demand outlook uncertain |
India |
Saksham Kaushal |
|
| 13-Aug-2021 |
Ashok Leyland (AL IN) - Q1FY22 update - Good times ahead, but in the price - Maintain Neutral |
India |
Saksham Kaushal |
|
| 13-Aug-2021 |
KNR Construction Q1FY22 - Strong results and guidance; Fundamentals strong – maintain BUY |
India |
Vibhor Singhal |
|
| 13-Aug-2021 |
Tata Steel Q1FY22: Positive outlook intact; Europe set for record profitability (Maintain Buy) |
India |
Vikash Singh |
|
| 13-Aug-2021 |
Westlife Development Ltd (WLDL IN) 1QFY22 - It is always dark before the dawn : Maintain BUY with TP: Rs. 600 |
India |
Vishal Gutka |
|
| 13-Aug-2021 |
NMDC Q1FY22: Dividend yield and steel plant value unlock are near term trigger (Upgrade to Buy) |
India |
Vikash Singh |
|
| 13-Aug-2021 |
Endurance Technologies (ENDU IN) - Q1FY22 update - All the positives well priced in - Maintain Neutral |
India |
Amar Kant Gaur |
|
| 13-Aug-2021 |
Bharat Forge (BHFC IN) - Q1FY22 update - Pressing on - Maintain Bu |
India |
Saksham Kaushal |
|
| 13-Aug-2021 |
Eicher Motors (EIM IN) - Q1FY22 update - New launches key - Maintain Buy |
India |
Saksham Kaushal |
|
| 13-Aug-2021 |
Page Industries: Price hike to mitigate RM cost inflation |
India |
Ankit Kedia |
|
| 12-Aug-2021 |
Praj Industries 1QFY22 Update: Strong execution in seasonally weak quarter Maintain BUY |
India |
Vikram Suryavanshi |
|
| 12-Aug-2021 |
CPI, IIP : In line; IIP recovering, Inflation moderated |
India |
Anjali Verma |
|
| 12-Aug-2021 |
PNC Infratech Ltd Q1FY22 - Decent results; Fundamentals strong; Growth momentum to continue |
India |
Vibhor Singhal |
|
| 12-Aug-2021 |
Ahluwalia Contracts Q1FY22 - Strong results; Superior fundamentals – maintain BUY |
India |
Vibhor Singhal |
|
| 12-Aug-2021 |
VA Tech Wabag (VATW IN) - Weak 1Q. Growth in orders and NWC reduction are ke |
India |
Jonas Bhutta |
|
| 12-Aug-2021 |
Bajaj Electricals Ltd (BUY; TP: Rs 1289) Q1FY22 Results: Thesis remain intact, focusing on consumer business |
India |
Deepak Agarwal |
|
| 12-Aug-2021 |
Ashoka Buildcon Q1FY22 - Strong results; Inexpensive valuations – McQ exit trigger awaited |
India |
Vibhor Singhal |
|
| 12-Aug-2021 |
Bata India: Gross margin expansion a positive |
India |
Ankit Kedia |
|
| 12-Aug-2021 |
Lupin - Inhalation drugs will drive sequential recovery; Maintain Neutral with TP Rs 1100 |
India |
Surya Patra |
|
| 12-Aug-2021 |
PATH |
India |
Anshul Bhargava |
|
| 11-Aug-2021 |
Cadila Healthcare - Covid vaccine to power earnings ahead: Maintain BUY with TP Rs 680 |
India |
Surya Patra |
|
| 11-Aug-2021 |
V-Mart Retail: Focus on integration and turnaround of Unlimited |
India |
Ankit Kedia |
|
| 11-Aug-2021 |
JSPL Q1FY22: Steel business to drive rerating post balance sheet cleanup (Maintain Buy) |
India |
Vikash Singh |
|
| 11-Aug-2021 |
MAX Financial Services (MAXF IN): Prudence reserving cushions covid impact |
India |
Sujal Kumar |
|
| 11-Aug-2021 |
Siemens India (SIEM IN) - 3Q = below estimate. However, order inflows tell a different story |
India |
Jonas Bhutta |
|
| 11-Aug-2021 |
PC WIT (10th August): Mobility surged; mixed signals on industrial indicators |
India |
Anjali Verma |
|
| 11-Aug-2021 |
IRB Infrastructure Q1FY22 - Strong results – beating expectations; Inexpensive Valuations |
India |
Vibhor Singhal |
|
| 11-Aug-2021 |
Trent (TRENT IN): Rich valuations cap upside; Downgrade to Neutral |
India |
Ankit Kedia |
|
| 10-Aug-2021 |
Nalco Q1FY22: Improved aluminium outlook to drive performance (Maintain Buy) |
India |
Vikash Singh |
|
| 10-Aug-2021 |
Manappuram Finance (MGFL IN) Q1FY22: Balance sheet erodes as gold price falls |
India |
Pradeep Agrawal |
|
| 10-Aug-2021 |
Voltas Ltd (BUY;TP: Rs 1176) Lockdown dented growth momentum; gain in market share |
India |
Deepak Agarwal |
|
| 10-Aug-2021 |
Johnson Control Hitachi AC (NEUTRAL; TP: Rs 2367) Q1FY22 Result: Commodity Inflation impacted the performance |
India |
Deepak Agarwal |
|
| 10-Aug-2021 |
Aarti Industries - Encounters multiple near-term hurdles: Downgrade to Neutral with TP Rs 1000 |
India |
Surya Patra |
|
| 10-Aug-2021 |
PATH |
India |
Anshul Bhargava |
|
| 09-Aug-2021 |
VRL Logistics 1QFY22 Update: Back in the fast lane Maintain BUY |
India |
Vikram Suryavanshi |
|
| 09-Aug-2021 |
Bharat Electronics (BHE IN) - Weak 1Q does not deter confidence on a strong FY22E |
India |
Mohd Amiruddin |
|
| 09-Aug-2021 |
Thermax (TMX IN) - 1Q hampered by covid. Valuations price in hope > reality |
India |
Jonas Bhutta |
|
| 09-Aug-2021 |
Bank of Baroda (BOB IN) - Vulnerable loan remains elevated |
India |
Manish Agarwalla |
|
| 09-Aug-2021 |
Somany Ceramics Ltd (BUY; TP: Rs 867) Q1FY22 Results: Strong industry tailwinds, SOMC gaining volumes |
India |
Deepak Agarwal |
|
| 09-Aug-2021 |
PATH |
India |
Anshul Bhargava |
|
| 08-Aug-2021 |
Divis Laboratories - Growth outlook intact; value progression seems capped; Downgrade to NEUTRAL with TP Rs 5200: (PhillipCapital India) |
India |
Surya Patra |
|
| 08-Aug-2021 |
DCB Bank (DCBB IN) - Not a conducive environment for MSME |
India |
Manish Agarwalla |
|
| 08-Aug-2021 |
Mahindra and Mahindra (MM IN) - Q1FY22 update - Cloudy days in the forecast - Maintain Sell |
India |
Saksham Kaushal |
|
| 07-Aug-2021 |
SAIL Q1FY22: Debt reduction will continue to drive valuations (Maintain Buy) |
India |
Vikash Singh |
|
| 06-Aug-2021 |
Muthoot Finance (MUTH IN) Q1FY22: Decent performance; Volatility in gold price remain key risk |
India |
Pradeep Agrawal |
|
| 06-Aug-2021 |
IPCA Laboratories - Long term value growth visibility intact: BUY with TP Rs 2500 |
India |
Surya Patra |
|
| 06-Aug-2021 |
Hindalco Q1FY22: Positives largely priced in. Novelis may still surprise (Maintain Buy) |
India |
Vikash Singh |
|
| 06-Aug-2021 |
Navkar Corporation 1QFY22 Update: On growth path Maintain BUY |
India |
Vikram Suryavanshi |
|
| 06-Aug-2021 |
Bajaj Consumer Care- 1QFY22: ; Higher RM and Lockdown in Central India weighs on profitability - Maintain BUY with TP - Rs. 350 |
India |
Vishal Gutka |
|
| 06-Aug-2021 |
ITD Cementation Q1FY22 - Strong performance; Appears to be turning the corner |
India |
Vibhor Singhal |
|
| 06-Aug-2021 |
RBI Policy: Accommodative; Mixed signals on liquidity; Transitory inflation |
India |
Anjali Verma |
|
| 06-Aug-2021 |
Quess Corp (QUESS IN) - ‘One-offs’ continue to hamper performance |
India |
Jonas Bhutta |
|
| 06-Aug-2021 |
Cipla - Top 10 rank in US generics by Rx, complements ahead: BUY with raised TP Rs 1180 |
India |
Surya Patra |
|
| 06-Aug-2021 |
PATH |
India |
Anshul Bhargava |
|
| 05-Aug-2021 |
NCC Ltd - Q1FY22 - Inline results; Orderbook stronger – Investment thesis intact |
India |
Vibhor Singhal |
|
| 05-Aug-2021 |
Chambal Fertilisers and Chemicals Ltd: Q1FY22 Result: Maintain Buy, TP: Rs 450: Better performance despite cost pressure |
India |
Deepak Chitroda |
|
| 05-Aug-2021 |
Apollo Tyres (APTY IN) - Q1FY22 update - Raw material inflation remains a risk - Maintain Neutral |
India |
Saksham Kaushal |
|
| 05-Aug-2021 |
Escorts Ltd. (ESC IN) - Q1FY22 update - Inventory to put pressure on volumes and margins - Maintain Sell |
India |
Saksham Kaushal |
|
| 05-Aug-2021 |
Indo Count Industries 1QFY22 Update: Clarity on export benefit Downgrade to Neutral |
India |
Vikram Suryavanshi |
|
| 05-Aug-2021 |
GCPL- 1QFY22: ; Focus on Hygiene, VFM products alongwith recovery in Africa to drive growth - Maintain BUY with TP - Rs. 1150 |
India |
Vishal Gutka |
|
| 05-Aug-2021 |
Bata India (BUY): FY21 annual report analysis; volume growth to bounce back |
India |
Ankit Kedia |
|
| 05-Aug-2021 |
PATH |
India |
Anshul Bhargava |
|
| 04-Aug-2021 |
Shree Cement (Maintain Buy: PO Rs31,500) |
India |
Vaibhav Agarwal |
|
| 04-Aug-2021 |
State Bank of India (SBIN IN) - Favourable risk reward |
India |
Manish Agarwalla |
|
| 04-Aug-2021 |
TCI Ltd 1QFY22 Update : Benefit of Integrated services Maintain BUY |
India |
Vikram Suryavanshi |
|
| 04-Aug-2021 |
Titan Company - 1QFY22: ; Preferred play on formalization theme - Maintain BUY with TP - Rs. 210 |
India |
Vishal Gutka |
|
| 04-Aug-2021 |
Bharti Airtel Q1FY22 - Decent results, along expectations; Remains well placed |
India |
Vibhor Singhal |
|
| 04-Aug-2021 |
Kalpataru Power (KPP IN) - In-line results and undemanding valuations |
India |
Jonas Bhutta |
|
| 04-Aug-2021 |
PC WIT (3rd August): Growth-stable; Mobility-improved |
India |
Anjali Verma |
|
| 04-Aug-2021 |
Kajaria Ceramics Ltd (BUY; TP: Rs 1188) Q1FY22 Results: Pick-up in domestic demand; capex on cards |
India |
Deepak Agarwal |
|
| 04-Aug-2021 |
PATH |
India |
Anshul Bhargava |
|
| 03-Aug-2021 |
Macro & Strategy (Monthly): PCI Index rebounds from the covid 2.0 levels |
India |
Anjali Verma |
|
| 03-Aug-2021 |
Dabur India- 1QFY22: ; Firing on all cylinders - Maintain BUY with TP - Rs. 680 |
India |
Vishal Gutka |
|
| 03-Aug-2021 |
Adani Ports & SEZ 1QFY22 - Strong results; Fundamentals intact – Maintain BUY |
India |
Vibhor Singhal |
|
| 03-Aug-2021 |
Colgate Palmolive - Company Update: Who moved my smile?; Maintain SELL with TP - Rs. 1400 |
India |
Vishal Gutka |
|
| 03-Aug-2021 |
PATH |
India |
Anshul Bhargava |
|
| 03-Aug-2021 |
JK Lakshmi Cement (Maintain Buy: PO Rs900) |
India |
Vaibhav Agarwal |
|
| 03-Aug-2021 |
PI Industries Ltd (SELL, TP: Rs 2420): Q1FY22 Result: Synergies of acquisition to be back-ended |
India |
Deepak Agarwal |
|
| 02-Aug-2021 |
KEC International (KECI IN) - A weak start to the year, performance to progressively pick up |
India |
Jonas Bhutta |
|
| 02-Aug-2021 |
Cholamandalam Finance (CIFC IN) Q1FY22: Asset quality disappoints; management confident of full recovery |
India |
Pradeep Agrawal |
|
| 02-Aug-2021 |
Britannia Industries - 1QFY22: ; Long term story remains intact; although near term might turn out to be challenging - Maintain BUY with TP - Rs. 4,200 |
India |
Vishal Gutka |
|
| 02-Aug-2021 |
Vinati Organics Ltd - Cost challenges visible in the near-term: Maintain Neutral with TP Rs 1700 |
India |
Surya Patra |
|
| 02-Aug-2021 |
HDFC Ltd (HDFC IN) - Strong provision buffer to take care of asset quality |
India |
Manish Agarwalla |
|
| 02-Aug-2021 |
V Guard Industries Ltd (BUY; TP: Rs 292) Q1FY22 Result: Covid impacted performance, recovery ahead |
India |
Deepak Agarwal |
|
| 02-Aug-2021 |
KEI Industries Ltd (BUY;TP: Rs 916): Q1FY22 Result: Wired for exponential growth; improving share in B2C |
India |
Deepak Agarwal |
|
| 02-Aug-2021 |
Emami limited - 1QFY22: ; On a strong wicket - Maintain BUY with TP - Rs. 700 |
India |
Vishal Gutka |
|
| 02-Aug-2021 |
PATH |
India |
Anshul Bhargava |
|
| 01-Aug-2021 |
ABFRL: Strong revenue recovery |
India |
Ankit Kedia |
|
| 01-Aug-2021 |
Aegis Logistics 1QFY22 Update: Volume impact in gas segment Maintain Neutral |
India |
Vikash Singh |
|
| 01-Aug-2021 |
Sun Pharma - Sequential value growth on cards; BUY with raised TP of Rs 890 |
India |
Surya Patra |
|
| 31-Jul-2021 |
Shriram Transport Finance (SHTF IN) Q1FY22: Sailing steady in rough waters |
India |
Pradeep Agrawal |
|
| 31-Jul-2021 |
Concor 1QFY22 Update - Back on track Maintain BUY |
India |
Vikram Suryavanshi |
|
| 31-Jul-2021 |
UPL ltd (Buy, TP: Rs 920): Q1FY22 Result: Rising dominance in global agchem market excites |
India |
Deepak Chitroda |
|
| 30-Jul-2021 |
Orient Electric (BUY; TP: Rs 422) Q1FY22 Results: Thesis remains intact; riding on innovation and distribution |
India |
Deepak Agarwal |
|
| 30-Jul-2021 |
Marico - 1QFY22: ; Patchy track record on innovation and volatile margins compels us not to give valuation premium - Maintain NEUTRAL with TP - Rs. 520 |
India |
Vishal Gutka |
|
| 30-Jul-2021 |
BHEL (BHEL IN) - Disappoints on all counts; diversification gains are a while away |
India |
Jonas Bhutta |
|
| 30-Jul-2021 |
Shriram City Union Finance (SCUF IN) Q1FY22: Commendable performance in a challenging quarter |
India |
Pradeep Agrawal |
|
| 30-Jul-2021 |
LIC Housing Finance (LICHF IN) - Asset quality disappoints |
India |
Manish Agarwalla |
|
| 30-Jul-2021 |
PATH |
India |
Anshul Bhargava |
|
| 29-Jul-2021 |
Gateway Distriparks 1QFY22 Update - Strong volume growth |
India |
Vikash Singh |
|
| 29-Jul-2021 |
TechM 1QFY22 - Decent results; Concerns remain – Valuations inexpensive |
India |
Vibhor Singhal |
|
| 29-Jul-2021 |
SRF Ltd - Commodities are driving earning momentum; Maintain Neutral with TP Rs 6900 |
India |
Surya Patra |
|
| 29-Jul-2021 |
TVS Motor Q1FY22 update - Decent performance in challenging environment - Maintain Buy |
India |
Saksham Kaushal |
|
| 29-Jul-2021 |
Fed, Eco, & Markets: GFC template- Taper Tantrums! Possible repeat of EM underperformance? |
India |
Anjali Verma |
|
| 29-Jul-2021 |
ABB India (ABB IN) - Margins need to surprise for valuations to hold up |
India |
Jonas Bhutta |
|
| 29-Jul-2021 |
Dalmia Bharat (Downgrade to Neutral) |
India |
Vaibhav Agarwal |
|
| 29-Jul-2021 |
PATH |
India |
Anshul Bhargava |
|
| 28-Jul-2021 |
Teamlease Services (TEAM IN) - Headcount holds up and supports an all-round beat |
India |
Jonas Bhutta |
|
| 28-Jul-2021 |
Maruti Suzuki (MSIL IN) - Q1FY22 update - No respite in sight - downgrade to neutral |
India |
Saksham Kaushal |
|
| 28-Jul-2021 |
Coforge Ltd 1QFY22 - Strong results, guidance and outlook – maintain BUY |
India |
Vibhor Singhal |
|
| 28-Jul-2021 |
Mahindra Logistics 1QFY22 Update: Strong recovery in supply chain business Maintain Neutral |
India |
Vikram Suryavanshi |
|
| 28-Jul-2021 |
Nestle India 2QCY221: Mixed bag – sales surprises; margin disappoints; Maintain BUY with TP - Rs.20,500 |
India |
Vishal Gutka |
|
| 28-Jul-2021 |
PC WIT (27th July) – Slight weakness in indicators and mobility |
India |
Anjali Verma |
|
| 28-Jul-2021 |
Dr Reddys Laboratories - Strong earnings visibility intact; BUY with TP Rs 6080 |
India |
Pradeep Agrawal |
|
| 28-Jul-2021 |
PATH |
India |
Anshul Bhargava |
|
| 27-Jul-2021 |
M&M Financial Services (MMFS IN): Asset quality take a big knock; One third book under stress |
India |
Pradeep Agrawal |
|
| 27-Jul-2021 |
PC Metals - Monthly Wrap (July 2021) |
India |
Vikash Singh |
|
| 27-Jul-2021 |
KPIT Tech Q1FY22: Decent Results; Our thesis playing out to perfection - Maintain BUY |
India |
Karan Uppal |
|
| 27-Jul-2021 |
Coromandel International Ltd: Maintain Buy, TP: Rs 1000: Continues to deliver despite cost pressure |
India |
Deepak Chitroda |
|
| 27-Jul-2021 |
IndusInd Bank (IIB IN) - External shock delays business recovery |
India |
Manish Agarwalla |
|
| 27-Jul-2021 |
Larsen & Toubro (LT IN) - Progressive improvement in execution and orders is the key |
India |
Jonas Bhutta |
|
| 27-Jul-2021 |
SBI Life Insurance (SBILIFE): Conservative assumptions cushions covid blow |
India |
Sujal Kumar |
|
| 27-Jul-2021 |
Axis Bank (AXSB IN) - Retail asset quality impacted by lockdown 2.0 |
India |
Manish Agarwalla |
|
| 27-Jul-2021 |
PATH |
India |
Anshul Bhargava |
|
| 26-Jul-2021 |
Crompton Greaves Consumer Electricals (BUY, TP: Rs 505) In line performance; continues to gain market share |
India |
Deepak Agarwal |
|
| 26-Jul-2021 |
Vedanta Q1FY22: Aggressive capex planned; awaiting volume growth to kick in (Maintain Buy) |
India |
Vikash Singh |
|
| 26-Jul-2021 |
Kotak Mahindra Bank (KMB IN) - Growth a key challenge for the bank |
India |
Manish Agarwalla |
|
| 26-Jul-2021 |
Tata Motors (TTMT IN) - Q1FY22 - Traversing choppy seas - Maintain Buy |
India |
Saksham Kaushal |
|
| 26-Jul-2021 |
PATH |
India |
Anshul Bhargava |
|
| 25-Jul-2021 |
HeidelbergCement India (HEIM IN): Maintain Buy (PO Rs350 |
India |
Vaibhav Agarwal |
|
| 25-Jul-2021 |
Atul Ltd - Rich valuation with delayed & commodity capex concerns: Downgrade to Sell with TP Rs7700 |
India |
Surya Patra |
|
| 25-Jul-2021 |
ICICI Bank (ICICIBC IN) - Digital investment paying off |
India |
Manish Agarwalla |
|
| 25-Jul-2021 |
Ambuja Cements (Downgrade to Neutral: PO Rs430) |
India |
Vaibhav Agarwal |
|
| 24-Jul-2021 |
ITC 1QFY22 - Narrative matter much more than dirt cheap valuations; Maintain NEUTRAL with TP - Rs. 230 |
India |
Vishal Gutka |
|
| 23-Jul-2021 |
Mphasis 1QFY22 - Modest Results – Strong Results – Direct business continues to outperform; Maintain BUY |
India |
Karan Uppal |
|
| 23-Jul-2021 |
Agrotech Foods 1QFY22 - Transitioning towards being full stack food business : Maintain BUY |
India |
Vishal Gutka |
|
| 23-Jul-2021 |
Persistent Systems 1QFY22 - Strong results; Muted TCV – Valuations Expensive; Maintain NEUTRAL |
India |
Karan Uppal |
|
| 23-Jul-2021 |
JSW Steel Q1FY22: Exceeds expectation, Volume growth to drive performance (Maintain Buy) |
India |
Vikash Singh |
|
| 23-Jul-2021 |
Biocon (BIOS IN) - Likely traction in biosimilars soon; Maintain BUY with TP Rs 500 |
India |
Surya Patra |
|
| 23-Jul-2021 |
UltraTech Cement (Maintain Neutral: PO Rs8,000) |
India |
Vaibhav Agarwal |
|
| 23-Jul-2021 |
ICICI Lombard - Covid impact worse than expected |
India |
Sujal Kumar |
|
| 23-Jul-2021 |
Bajaj Auto (BJAUT IN) - Q1FY22 update - Exports continue to drive performance - Maintain Buy |
India |
Saksham Kaushal |
|
| 23-Jul-2021 |
PATH |
India |
Anshul Bhargava |
|
| 22-Jul-2021 |
PC WIT (20th July) – Stable/weak indicators; Mobility - No incremental progress |
India |
Anjali Verma |
|
| 22-Jul-2021 |
Hindustan Zinc Q1FY22: lacking near term triggers (Maintain Neutral) |
India |
Vikash Singh |
|
| 22-Jul-2021 |
Havells India Ltd (Neutral; TP: Rs 1156): Q1FY22 Result update: Strong quarter, but nothing much on the table |
India |
Deepak Agarwal |
|
| 22-Jul-2021 |
Polycab India Ltd (BUY; TP: Rs 2146) Industry tailwinds remain intact, RM impacted performance |
India |
Deepak Agarwal |
|
| 22-Jul-2021 |
Mangalam Cement (Maintain Buy; PO Rs680) |
India |
Vaibhav Agarwal |
|
| 22-Jul-2021 |
Ceat Ltd. (CEAT IN) - Q1FY22 Update - Decent quarter but margin pressure remains - Maintain Neutral |
India |
Saksham Kaushal |
|
| 22-Jul-2021 |
Hindustan Zinc Q1FY22: lacking near term triggers (Maintain Neutral) |
India |
Vikash Singh |
|
| 22-Jul-2021 |
HUL 1QFY22 - Short term blip in structural long-term story : Maintain BUY |
India |
Vishal Gutka |
|
| 22-Jul-2021 |
ACC Ltd. (Maintain Buy: PO Rs2900) |
India |
Vaibhav Agarwal |
|
| 22-Jul-2021 |
Emami Ltd: Company Update - Decoding Healthcare 2.0 : Maintain BUY |
India |
Vishal Gutka |
|
| 21-Jul-2021 |
ICICI PRU Life Insurance (IPRU IN): Strong performance amidst higher covid claims |
India |
Sujal Kumar |
|
| 21-Jul-2021 |
PATH |
India |
Anshul Bhargava |
|
| 20-Jul-2021 |
Jubilant Foodworks 1QFY22 - Aspirational plan of becoming food-tech powerhouse : Maintain BUY |
India |
Vishal Gutka |
|
| 20-Jul-2021 |
Asian Paints 1QFY22: Behemoth further strengthens its hold on market , Maintain BUY |
India |
Vishal Gutka |
|
| 20-Jul-2021 |
Nippon Life Asset Management (NAM IN): Operating leverage starting to play out |
India |
Sujal Kumar |
|
| 20-Jul-2021 |
HDFC Life Insurance (HDFCLIFE IN): Excess mortality reserve higher than expected |
India |
Sujal Kumar |
|
| 20-Jul-2021 |
PATH |
India |
Anshul Bhargava |
|
| 19-Jul-2021 |
HCL Tech Q1FY22 - Weak performance & Outlook; Valuations Inexpensive |
India |
Vibhor Singhal |
|
| 19-Jul-2021 |
Orient Electric Ltd (BUY; TP: Rs 422) Company Update: Riding on Innovation and Distribution |
India |
Deepak Agarwal |
|
| 19-Jul-2021 |
Indian Bank (INBK IN) - MSME segment exerts pressure on asset quality |
India |
Manish Agarwalla |
|
| 19-Jul-2021 |
PATH |
India |
Anshul Bhargava |
|
| 18-Jul-2021 |
HDFC Bank (HDFCB IN)- Retail segment impacted by lockdown |
India |
Manish Agarwalla |
|
| 18-Jul-2021 |
HDFC Asset Management (HDFCAMC IN): Margin continue to remain under pressure |
India |
Sujal Kumar |
|
| 16-Jul-2021 |
L&T Infotech Q1FY22 - Strong Growth & Fundamentals – Valuation capture it all |
India |
Vibhor Singhal |
|
| 16-Jul-2021 |
Biocon - Issue of low biosimilars penetration addressed well; Upgrade to BUY with TP Rs 500 |
India |
Surya Patra |
|
| 16-Jul-2021 |
Cyient 1QFY22 - Weak Results and deal flow; Recovery to lag peers |
India |
Karan Uppal |
|
| 16-Jul-2021 |
Wipro 1QFY22 - Strong Results; Bright Outlook – Valuations factoring everything |
India |
Vibhor Singhal |
|
| 15-Jul-2021 |
Aegis Logistics - Growing together through Joint venture Maintain Neutral |
India |
Vikram Suryavanshi |
|
| 15-Jul-2021 |
LTTS 1QFY22: Strong performance; Upgrades guidance; Valuations expensive |
India |
Vibhor Singhal |
|
| 15-Jul-2021 |
PATH |
India |
Anshul Bhargava |
|
| 14-Jul-2021 |
Infosys 1QFY22 - Decent results – Upgrades guidance – Outlook remains bright |
India |
Vibhor Singhal |
|
| 14-Jul-2021 |
PC WIT (13th July) – Stable industrial indicators with improvement in mobility |
India |
Anjali Verma |
|
| 14-Jul-2021 |
PATH |
India |
Anshul Bhargava |
|
| 13-Jul-2021 |
Mindtree 1QFY22: Strong results; All round delivery – Our thesis playing out well |
India |
Vibhor Singhal |
|
| 13-Jul-2021 |
PATH |
India |
Anshul Bhargava |
|
| 12-Jul-2021 |
CPI,IIP : In line; Inflation better, IIP dented by Covid |
India |
Anjali Verma |
|
| 12-Jul-2021 |
Avenue Supermarts (DMART IN): Lower general merchandise mix drags gross margin |
India |
Ankit Kedia |
|
| 12-Jul-2021 |
Logistics monthly update - Major Ports and Container rail volume |
India |
Vikram Suryavanshi |
|
| 09-Jul-2021 |
PC Metals - Q1FY22 Result Preview - Ferrous continue to outshine non-ferrous amid weak volumes |
India |
Vikash Singh |
|
| 09-Jul-2021 |
PATH |
India |
Anshul Bhargava |
|
| 08-Jul-2021 |
TCS 1QFY22 - Decent results, marred by India business; No change in thesis - Maintain BUY |
India |
Vibhor Singhal |
|
| 08-Jul-2021 |
Tata Motors (TTMT IN) - Some trouble in paradise - Maintain Buy |
India |
Saksham Kaushal |
|
| 08-Jul-2021 |
PATH |
India |
Anshul Bhargava |
|
| 07-Jul-2021 |
IT Services - ISG 2QCY21: Strong Deal Flow Momentum Continues, Positive Commentary |
India |
Vibhor Singhal |
|
| 07-Jul-2021 |
Strategy: Q1FY22 Earnings Preview - Covid – the supporter and spoiler; few sectors to record qoq growth |
India |
Anjali Verma |
|
| 07-Jul-2021 |
Consumer & Retail: 1QFY22 Results Preview : Another Block buster quarter driven by favourable base |
India |
Vishal Gutka |
|
| 07-Jul-2021 |
PC WIT (6th July) – Consistent sequential recovery |
India |
Anjali Verma |
|
| 07-Jul-2021 |
Consumer Electricals: Q1FY22 Preview: Second wave hurt growth, but formalisation theme is intact |
India |
Deepak Agarwal |
|
| 07-Jul-2021 |
Financials- Q1FY22 Results Preview: Another lockdown quarter |
India |
Manish Agarwalla |
|
| 07-Jul-2021 |
Tata Steel Company Update - Continue to focus on growing domestic business; strengthening balance sheet (Maintain Buy) |
India |
Vikash Singh |
|
| 07-Jul-2021 |
PATH |
India |
Anshul Bhargava |
|
| 06-Jul-2021 |
Sector report: Primer on Hydrogen fuel cells - A light weight taking on the heavy weights |
India |
Jonas Bhutta |
|
| 06-Jul-2021 |
Infrastructure - The Q4FY21 ‘order-book-keeper’ – Strong order inflow momentum continues |
India |
Vibhor Singhal |
|
| 06-Jul-2021 |
Agriculture Inputs: Q1FY22 Preview: Steady growth despite high base |
India |
Deepak Chitroda |
|
| 06-Jul-2021 |
Finolex Cables Ltd (BUY, TP: Rs 632) Q4FY21 Results: On the path to recovery, balance-sheet remains strong |
India |
Deepak Agarwal |
|
| 06-Jul-2021 |
PATH |
India |
Anshul Bhargava |
|
| 05-Jul-2021 |
Specialty Chemicals - Q1FY22 Preview: Set to see robust earnings; Top results picks - ARTO, ATLP, SRF |
India |
Surya Patra |
|
| 05-Jul-2021 |
PATH |
India |
Anshul Bhargava |
|
| 04-Jul-2021 |
Pharma Q1FY22 Preview: Benefits from recovery in biz and Covid |
India |
Surya Patra |
|
| 04-Jul-2021 |
Vodafone Idea Q4FY21 - Weak results; Solvency concerns loom large |
India |
Vibhor Singhal |
|
| 03-Jul-2021 |
IT Services - Q1FY22 Preview: Growth momentum continues; Margins weak |
India |
Vibhor Singhal |
|
| 02-Jul-2021 |
GR Infraprojects Ltd - IPO Note - Attractive valuations; Strong fundamentals; Minor growth concerns |
India |
Vibhor Singhal |
|
| 02-Jul-2021 |
Shipping monthly update - String recovery in bulk while tanker remain weak |
India |
Vikram Suryavanshi |
|
| 02-Jul-2021 |
Macro & Strategy: Recovery underway; indicators expected to strengthen from Q2FY22 |
India |
Anjali Verma |
|
| 02-Jul-2021 |
Sadbhav Engineering Q4FY21 - Muted results; Execution weak; Valuations the saving grace |
India |
Vibhor Singhal |
|
| 02-Jul-2021 |
PATH |
India |
Anshul Bhargava |
|
| 01-Jul-2021 |
PC WIT (30th June) – Economy inching closer to pre-Covid2.0 levels |
India |
Anjali Verma |
|
| 01-Jul-2021 |
PATH |
India |
Anshul Bhargava |
|
| 30-Jun-2021 |
PATH |
India |
Anshul Bhargava |
|
| 29-Jun-2021 |
Nalco Q4FY21 result: Elevated LME to drive performance going forward (Maintain Buy) |
India |
Vikash Singh |
|
| 29-Jun-2021 |
Repco Home Finance (REPCO IN) - Margin aiding profitability |
India |
Manish Agarwalla |
|
| 29-Jun-2021 |
PATH |
India |
Anshul Bhargava |
|
| 28-Jun-2021 |
Apollo Tyres (APTY IN) - Focus on growth and optimization – Corporate day takeaways - Maintain Neutral |
India |
Saksham Kaushal |
|
| 28-Jun-2021 |
Ahluwalia Contracts Q4FY21 - Strong results; Superior fundamentals - Patience rewarded at last |
India |
Vibhor Singhal |
|
| 28-Jun-2021 |
PNC Infratech Ltd - Q4FY21 - Strong results and guidance; Growth momentum to continue |
India |
Vibhor Singhal |
|
| 28-Jun-2021 |
Ashok Leyland (AL IN) - Recovery dampened by the second wave of covid - Maintain Neutral |
India |
Saksham Kaushal |
|
| 28-Jun-2021 |
PATH |
India |
Anshul Bhargava |
|
| 27-Jun-2021 |
Allcargo Logistics 4QFY21 : Benefit of revival in container market Maintain Neutral |
India |
Vikram Suryavanshi |
|
| 25-Jun-2021 |
Metals - Monthly Wrap - June 2021 |
India |
Vikash Singh |
|
| 25-Jun-2021 |
India Industrials - Will Reliance kickstart the new energy revolution in India? |
India |
Jonas Bhutta |
|
| 25-Jun-2021 |
PATH |
India |
Anshul Bhargava |
|
| 24-Jun-2021 |
Accenture 3QFY21: Strong Results and Bookings; Commentary remains optimistic |
India |
Vibhor Singhal |
|
| 24-Jun-2021 |
PATH |
India |
Anshul Bhargava |
|
| 23-Jun-2021 |
Bharat Electronics - Beat on all counts. Onwards and upwards from hereon |
India |
Jonas Bhutta |
|
| 23-Jun-2021 |
NMDC 4QFY21 result: A good volume growth story but addition levy and softer price outlook to limit upside potential (Maintain Neutral) |
India |
Vikash Singh |
|
| 23-Jun-2021 |
PC WIT – Sustained progress in economic activity |
India |
Anjali Verma |
|
| 22-Jun-2021 |
Ashoka Buildcon Q4FY21 - Decent results; Inexpensive valuations – McQ exit awaited |
India |
Vibhor Singhal |
|
| 22-Jun-2021 |
Sun Pharma - Revlimid settlement drives multi-year value growth; BUY with raised TP of Rs 825 |
India |
Surya Patra |
|
| 22-Jun-2021 |
Bharat Dynamics Ltd (BDL IN) - It’s time to shine |
India |
Jonas Bhutta |
|
| 22-Jun-2021 |
PATH |
India |
Anshul Bhargava |
|
| 21-Jun-2021 |
Logistics monthly update - Major Ports and Container rail volume |
India |
Vikram Suryavanshi |
|
| 21-Jun-2021 |
KDDL 4QFY21 Update : Moving with the time Maintian BUY |
India |
Vikram Suryavanshi |
|
| 21-Jun-2021 |
PATH |
India |
Anshul Bhargava |
|
| 19-Jun-2021 |
Avenue Supermarts (DMART IN): Pricing competitiveness remains high |
India |
Ankit Kedia |
|
| 18-Jun-2021 |
Somany Ceramics Ltd (BUY, TP: Rs 730) Q4FY21 Results: Strong industry tailwinds, SOMC gaining volumes |
India |
Deepak Agarwal |
|
| 18-Jun-2021 |
Emami Ltd - Company Update: Bright spot amid dark clouds - Maintain BUY |
India |
Vishal Gutka |
|
| 17-Jun-2021 |
India Strategy: Time (to come) for Pent-up Discretionary Consumption |
India |
Anjali Verma |
|
| 17-Jun-2021 |
CEAT Ltd (CEAT IN) - Ambitious targets set – Investor day takeaways - Maintain Neutral |
India |
Saksham Kaushal |
|
| 17-Jun-2021 |
PATH |
India |
Anshul Bhargava |
|
| 16-Jun-2021 |
PC WIT – Strong improvement across indicators |
India |
Anjali Verma |
|
| 16-Jun-2021 |
LIC Housing Finance (LICHF IN) - Asset quality disappoints |
India |
Manish Agarwalla |
|
| 16-Jun-2021 |
Star Cement (Downgrade to Neutral: PO Rs115 |
India |
Vaibhav Agarwal |
|
| 16-Jun-2021 |
Sanghi Industries (Maintain Buy: PO Rs80 |
India |
Vaibhav Agarwal |
|
| 16-Jun-2021 |
JK Cement: (Maintain Buy; PO Rs3,600 |
India |
Vaibhav Agarwal |
|
| 16-Jun-2021 |
GE T&D India (GETD IN) - Improving visibility on orders = back on the growth track in FY23 |
India |
Jonas Bhutta |
|
| 16-Jun-2021 |
VRL Logistics 4QFY21 Update : Volume and margin recovery in goods segment Maintain BUY |
India |
Vikram Suryavanshi |
|
| 16-Jun-2021 |
PATH |
India |
Anshul Bhargava |
|
| 15-Jun-2021 |
Jubilant Foodworks 4QFY21 - QSR behemoth continues to march ahead: Maintain BUY |
India |
Vishal Gutka |
|
| 15-Jun-2021 |
Kajaria Ceramics Ltd (BUY, TP: Rs 1183) Q4FY21 Results: Strong industry tailwinds; capex on card |
India |
Deepak Agarwal |
|
| 15-Jun-2021 |
Well above expectation and comfort, at 6 months high |
India |
Anjali Verma |
|
| 15-Jun-2021 |
PATH |
India |
Anshul Bhargava |
|
| 14-Jun-2021 |
BHEL (BHEL IN) - No sign of respite |
India |
Jonas Bhutta |
|
| 14-Jun-2021 |
PATH |
India |
Anshul Bhargava |
|
| 13-Jun-2021 |
Shyam Metaliks IPO Note - A good growth story but listing gains expected to be limited |
India |
Vikash Singh |
|
| 11-Jun-2021 |
SAIL 4QFY21: Higher volume will continue to drive deleveraging (Maintain Buy) |
India |
Vikash Singh |
|
| 11-Jun-2021 |
IIP: Ahead of expectation, adjusting for base |
India |
Anjali Verma |
|
| 11-Jun-2021 |
PATH |
India |
Anshul Bhargava |
|
| 10-Jun-2021 |
Bata India: Recovery to take longer than expected |
India |
Ankit Kedia |
|
| 10-Jun-2021 |
FINANCIALS - Banks well equipped for a time like this |
India |
Manish Agarwalla |
|
| 10-Jun-2021 |
TeamLease Services (TEAM IN) - Structural measures to show up in margins as environment improves |
India |
Jonas Bhutta |
|
| 10-Jun-2021 |
PATH |
India |
Anshul Bhargava |
|
| 09-Jun-2021 |
MAX Financial Services (MAXF IN): Strong operating performance |
India |
Sujal Kumar |
|
| 09-Jun-2021 |
Engineers India (ENGR IN) - Growth challenges to emerge |
India |
Jonas Bhutta |
|
| 09-Jun-2021 |
WIT – Extensive Un-Lock to aid swifter recovery in Q2-Q3 |
India |
Anjali Verma |
|
| 09-Jun-2021 |
PATH |
India |
Anshul Bhargava |
|
| 08-Jun-2021 |
Pharmaceuticals - PM Modi’s 2nd Covid vaccination program; BUY CDH with TP Rs 770 |
India |
Surya Patra |
|
| 08-Jun-2021 |
PATH |
India |
Anshul Bhargava |
|
| 07-Jun-2021 |
VA Tech Wabag (VATW IN) - Focus on cash flow is finally visible |
India |
Jonas Bhutta |
|
| 07-Jun-2021 |
Polycab India Ltd (BUY; TP: Rs 1918) Q4FY21 Results: In line revenue, gaining market share in B2C |
India |
Deepak Agarwal |
|
| 07-Jun-2021 |
ITC Limited - Company Update: The curious case of missing catalysts! - Downgrade to Neutral |
India |
Vishal Gutka |
|
| 07-Jun-2021 |
Bharat Forge (BHFC IN) - Q4FY21 update - Strong performance, more to come - Maintain Buy |
India |
Saksham Kaushal |
|
| 07-Jun-2021 |
PATH |
India |
Anshul Bhargava |
|
| 06-Jun-2021 |
Pennar Industries 4QFY21 Update: Support from diversified revenue base Maintain BUY |
India |
Vikash Singh |
|
| 05-Jun-2021 |
Quess Corp (QUESS IN) - Cost provisions take sheen off robust recurring earnings |
India |
Jonas Bhutta |
|
| 04-Jun-2021 |
PATH |
India |
Anshul Bhargava |
|
| 03-Jun-2021 |
Macro & Strategy: PCI stable in April; rebound expected from June |
India |
Anjali Verma |
|
| 03-Jun-2021 |
Muthoot Finance Q4FY21 - New customer addition drive growth; Q1 to be a washout quarter |
India |
Pradeep Agrawal |
|
| 03-Jun-2021 |
PATH |
India |
Anshul Bhargava |
|
| 02-Jun-2021 |
HeidelbergCement India Ltd (HEIM IN) - Maintain BUY - PO Rs350 |
India |
Vaibhav Agarwal |
|
| 02-Jun-2021 |
PC WIT – Expectedly, economic activity re-starts to inch highe |
India |
Anjali Verma |
|
| 02-Jun-2021 |
PATH |
India |
Anshul Bhargava |
|
| 01-Jun-2021 |
Siemens India (SIEM IN) - Best-laid plans- valuations capture most of them |
India |
Jonas Bhutta |
|
| 01-Jun-2021 |
IPCA Laboratories - Delays in backward integration efforts concerns; BUY with lowered TP Rs 2400 |
India |
Surya Patra |
|
| 01-Jun-2021 |
Camlin Fine Sciences - Multiple triggers for a rapid value growth; BUY with raised TP Rs 250 |
India |
Surya Patra |
|
| 01-Jun-2021 |
Aurobindo Pharma - Triggers seem back-ended; BUY with lowered TP Rs 1120 |
India |
Surya Patra |
|
| 01-Jun-2021 |
ITD Cementation Q4FY21 - Strong performance & orderbook; Inconsistency concerns remain |
India |
Vibhor Singhal |
|
| 01-Jun-2021 |
Bank of Baroda (BOB IN) - Vulnerable loan remains elevated |
India |
Manish Agarwalla |
|
| 01-Jun-2021 |
Navkar Corporation 4QFY21 Update : Volume mix impacted margins Maintain BUY |
India |
Vikram Suryavanshi |
|
| 01-Jun-2021 |
Magma Fincorp Q4FY21 -Unveils plan to become a consumer finance company; Execution will be the key |
India |
Pradeep Agrawal |
|
| 01-Jun-2021 |
Indian Bank (INBK IN) - Asset quality improves for now |
India |
Manish Agarwalla |
|
| 01-Jun-2021 |
PATH |
India |
Anshul Bhargava |
|
| 31-May-2021 |
Fiscal deficit: FY21 deficit below RE at 9.2% of GDP |
India |
Anjali Verma |
|
| 31-May-2021 |
KEI Industries Ltd (BUY; TP: Rs 738) Q4FY21 Results: Capping project business, increasing focus on B2C |
India |
Deepak Agarwal |
|
| 31-May-2021 |
Q4 & FY21 GDP : In-line with expectation, Investment sharply outpaced consumption |
India |
Anjali Verma |
|
| 31-May-2021 |
V-Mart Retail: Remains aggressive on footprint expansio |
India |
Ankit Kedia |
|
| 31-May-2021 |
Mahindra & Mahindra (MM IN) - Q4FY21 update - Too big to tow for weakening tractor, downgrade to sell |
India |
Saksham Kaushal |
|
| 31-May-2021 |
Divi’s Laboratories - Multi-year value growth visibility intact; BUY with TP Rs 4625 |
India |
Surya Patra |
|
| 31-May-2021 |
PATH |
India |
Anshul Bhargava |
|
| 30-May-2021 |
Aegis logistics 4QFY21 Update : Decline in gas volume Downgrade to Neutral |
India |
Vikram Suryavanshi |
|
| 30-May-2021 |
Aditya Birla Fashion & Retail: On the right recovery path |
India |
Ankit Kedia |
|
| 28-May-2021 |
NCC Ltd Q4FY21 - Inline results; Orderbook strong; Balance sheet improves – Story intact |
India |
Vibhor Singhal |
|
| 28-May-2021 |
IRB Infrastructure Q4FY21 - Mixed results; Limited growth potential; Valuations inexpensive |
India |
Vibhor Singhal |
|
| 28-May-2021 |
Cadila Healthcare - Robust visible earnings to drive re-rating; BUY with raised TP of Rs 770 |
India |
Surya Patra |
|
| 28-May-2021 |
Eicher Motors (EIM IN) - Q4FY21 update - New launches to be key - Maintain Buy |
India |
Saksham Kaushal |
|
| 28-May-2021 |
Sun Pharma - Healthy US Specialty and domestic biz excite: Maintain BUY with TP Rs 770 |
India |
Surya Patra |
|
| 28-May-2021 |
V-Guard Industries Ltd (BUY, TP: Rs 285) In line performance; now moving up in products |
India |
Deepak Agarwal |
|
| 28-May-2021 |
PATH |
India |
Anshul Bhargava |
|
| 27-May-2021 |
Cummins India (KKC IN) - Weak operational results but no change in medium term outlook |
India |
Jonas Bhutta |
|
| 27-May-2021 |
Page Industries: Athleisure and kids’ categories to drive growth |
India |
Ankit Kedia |
|
| 27-May-2021 |
Mangalam Cement (Maintain Buy: PO Rs430 |
India |
Vaibhav Agarwal |
|
| 27-May-2021 |
The India Cements (Maintain Buy; PO Rs250) |
India |
Vaibhav Agarwal |
|
| 27-May-2021 |
TCI Ltd 4QFY21 Update: Strong recovery in Supply Chain Maintain BUY |
India |
Vikram Suryavanshi |
|
| 27-May-2021 |
Manappuram Finance Q4FY21 - Higher auctions and competition impacted gold holdings |
India |
Pradeep Agrawal |
|
| 26-May-2021 |
Johnson Controls-Hitachi AC (I) Ltd. (NEUTRAL; TP: Rs 2378) Q4FY21 Results: Short-term impact, but riding on strong domestic manufacturing |
India |
Deepak Agarwal |
|
| 26-May-2021 |
Thermax (TMX IN) - Valuations imply an unreasonable leap of faith |
India |
Jonas Bhutta |
|
| 26-May-2021 |
WIT – Likely bottoming out of short blip across indicators; Sharp drop in active covid case |
India |
Anjali Verma |
|
| 26-May-2021 |
PATH |
India |
Anshul Bhargava |
|
| 25-May-2021 |
Emami Ltd 4QFY21: Focus on healthcare and distribution expansion to drive growth in FY22 - Maintain BUY |
India |
Vishal Gutka |
|
| 25-May-2021 |
Bajaj Electricals Ltd (BUY; TP: Rs 1293) Q4FY21 Results: BJE version 2.0; Strategy remains intact, now focusing on product |
India |
Deepak Agarwal |
|
| 25-May-2021 |
PC Metals - Monthly Wrap |
India |
Vikash Singh |
|
| 25-May-2021 |
PATH |
India |
Anshul Bhargava |
|
| 24-May-2021 |
Concor 4QFY21 Update : Hit by one-time provisions Maintian BUY |
India |
Vikram Suryavanshi |
|
| 24-May-2021 |
ICICI Lombard - Rising covid claims makes risk-reward unfavourable |
India |
Sujal Kumar |
|
| 24-May-2021 |
Crompton Greaves Consumer Electricals Ltd (BUY; TP: Rs 445) Q4FY21 Results: Near term mantras: Premiumization, cost optimization, price action |
India |
Deepak Agarwal |
|
| 24-May-2021 |
Shoppers Stop: Focus on store opening, private label |
India |
Ankit Kedia |
|
| 24-May-2021 |
Marico - Company Update : Risk-reward unfavourable now; all positives priced in - Downgrade to Neutral |
India |
Vishal Gutka |
|
| 24-May-2021 |
PATH |
India |
Anshul Bhargava |
|
| 23-May-2021 |
Shree Cement (Manitain Buy; PO Rs31,500) |
India |
Vaibhav Agarwal |
|
| 23-May-2021 |
JK Lakshmi Cement (Maintain BUY; PO Rs800 |
India |
Vaibhav Agarwal |
|
| 23-May-2021 |
State Bank of India (SBIN IN) - Favourable risk reward |
India |
Manish Agarwalla |
|
| 22-May-2021 |
JSW Steel 4QFY21: Increasing capex target to put break to deleveraging (Maintain Buy) |
India |
Vikash Singh |
|
| 22-May-2021 |
Hindalco Q4FY21: In-line performance; Deleveraging and dividend to drive valuation (Maintain Buy |
India |
Vikash Singh |
|
| 21-May-2021 |
Havells India Ltd (NEUTRAL; TP: Rs 1065) Q4FY21 Results: Nothing much left on the table; all in price |
India |
Deepak Agarwal |
|
| 21-May-2021 |
KNR Construction Q4FY21 - Strong results; Strong fundamentals – Maintain BUY |
India |
Vibhor Singhal |
|
| 21-May-2021 |
path |
India |
Anshul Bhargava |
|
| 20-May-2021 |
Endurance Technologies (ENDU IN) - Q4FY21 update - Risk reward not so favourable now - Downgrade to Neutral |
India |
Saksham Kaushal |
|
| 20-May-2021 |
Aarti Industries - Ready for a structural value growth; Maintain BUY with raised TP Rs 2000 |
India |
Surya Patra |
|
| 20-May-2021 |
PATH |
India |
Anshul Bhargava |
|
| 19-May-2021 |
PI Industries Ltd: Q4FY21 Result: Visible pressure on margin concerns us |
India |
Deepak Chitroda |
|
| 19-May-2021 |
Weekly INDONOMICS Tracker: Weakness continued; Active covid cases trending lowe |
India |
Anjali Verma |
|
| 19-May-2021 |
Tata Motors (TTMT IN) - Q4FY21 Update - Strong quarter, improving prospects - Maintain Buy |
India |
Saksham Kaushal |
|
| 19-May-2021 |
Indocount 4QFY21 Update - Strong volume growth Upgrade to BU |
India |
Vikram Suryavanshi |
|
| 19-May-2021 |
PATH |
India |
Anshul Bhargava |
|
| 18-May-2021 |
Bharti Airtel Q4FY21 Results - Modest results, as expected; Remains well placed |
India |
Vibhor Singhal |
|
| 18-May-2021 |
PATH |
India |
Anshul Bhargava |
|
| 17-May-2021 |
Colgate Palmolive Q4FY21: Focus on margin over market share continues. Maintain SELL |
India |
Vishal Gutka |
|
| 17-May-2021 |
PATH |
India |
Anshul Bhargava |
|
| 16-May-2021 |
Dr Reddy’s Laboratories - Covid vaccine opportunity upgrades earnings by 50%; BUY with raised TP Rs 6125 |
India |
Surya Patra |
|
| 15-May-2021 |
Larsen & Toubro (LT IN) - In-line results, grounded commentary and undemanding valuations |
India |
Jonas Bhutta |
|
| 15-May-2021 |
Cipla - Structural value growth on cards; BUY with TP of Rs 1100 |
India |
Surya Patra |
|
| 14-May-2021 |
Voltas Ltd (BUY; TP: Rs 1115) Q4FY21 Results: Short term pressure; long term thesis remain intact |
India |
Deepak Agarwal |
|
| 14-May-2021 |
Escorts Ltd. (ESC IN) - Q4FY21 update - Margin slide to continue - Maintain Sell |
India |
Saksham Kaushal |
|
| 14-May-2021 |
Logistics monthly update - Volume recovery from low base in April 2021 |
India |
Vikram Suryavanshi |
|
| 14-May-2021 |
Mphasis 4QFY21 - Modest Results – Direct Business Outlook Remains Strong; Maintain BUY |
India |
Vibhor Singhal |
|
| 14-May-2021 |
Vinati Organics Ltd - Known triggers priced in: Maintain Neutral with TP Rs 1400 |
India |
Surya Patra |
|
| 14-May-2021 |
Apollo Tyres (APTY IN) - Q4FY21 update - Decent performance, near term headwinds remain - Maintain Neutral |
India |
Saksham Kaushal |
|
| 14-May-2021 |
Cadila Healthcare - All moves towards qualitative earnings upgrade:; BUY with raised TP Rs 665 |
India |
Surya Patra |
|
| 14-May-2021 |
Vedanta Q4FY21: Pure commodity play; but upside looks limited now (Maintain Buy) |
India |
Vikash Singh |
|
| 14-May-2021 |
PATH |
India |
Anshul Bhargava |
|
| 13-May-2021 |
UPL Ltd: Q4FY21 Result: All set for a steady value upgrade |
India |
Deepak Chitroda |
|
| 13-May-2021 |
Westlife Development Ltd 4QFY21 - Healthy operating performance; although near term outlook remains uncertain : Maintain BUY |
India |
Vishal Gutka |
|
| 13-May-2021 |
Lupin - Visible triggers baked in price; Downgrade to Neutral with TP of Rs 1200 |
India |
Surya Patra |
|
| 13-May-2021 |
Jindal Steel & Power Q4FY21: Focusing on steel business growth; Debt target met in advance (Maintain Buy) |
India |
Vikash Singh |
|
| 13-May-2021 |
Orient Electric Ltd (BUY, TP: Rs 340) Q4FY21: Strong performance with improved balance sheet – building immunity |
India |
Deepak Agarwal |
|
| 13-May-2021 |
Kalpataru Power (KPP IN) - Overall a weak performance though deleveraging thesis stays on track |
India |
Jonas Bhutta |
|
| 12-May-2021 |
Weekly INDONOMICS Tracker: Weakness continued as restrictions widened; Rise in active covid cases slowed |
India |
Anjali Verma |
|
| 12-May-2021 |
Godrej Consumer 4QFY21: New captain on the ship to drive re-rating - Maintain BU |
India |
Vishal Gutka |
|
| 12-May-2021 |
CPI in line; IIP stable |
India |
Anjali Verma |
|
| 12-May-2021 |
KEC International (KECI IN) - Seasoned hands to help sail through choppy waters in the near term |
India |
Jonas Bhutta |
|
| 12-May-2021 |
Asian Paints 4QFY21: Sergey Bubka of paints setting new records! , Upgrade to BUY |
India |
Vishal Gutka |
|
| 12-May-2021 |
Siemens India (SIEM IN) - Key ponderable: are these margins sustainable? |
India |
Jonas Bhutta |
|
| 12-May-2021 |
PATH |
India |
Anshul Bhargava |
|
| 11-May-2021 |
Chambal Fertilisers & Chemicals Ltd: Q4FY21 Result: Steady growth and improved balance sheet complement |
India |
Deepak Chitroda |
|
| 11-May-2021 |
PATH |
India |
Anshul Bhargava |
|
| 10-May-2021 |
UltraTech Cement (DG to Neutral: PO Rs7,000 |
India |
Vaibhav Agarwal |
|
| 10-May-2021 |
Cholamandalam Finance Q4FY21 - Higher opex and provisioning dent earnings |
India |
Pradeep Agrawal |
|
| 10-May-2021 |
PATH |
India |
Anshul Bhargava |
|
| 09-May-2021 |
DCB Bank (DCBB IN) - Not a conducive environment for MSME |
India |
Manish Agarwalla |
|
| 09-May-2021 |
Hero MotoCorp (HMCL IN) - Q4FY21 update - Challenges in the near term persist - Maintain Neutral |
India |
Saksham Kaushal |
|
| 09-May-2021 |
Avenue Supermarts (DMART IN): Healthy margins expansion a positive |
India |
Ankit Kedia |
|
| 09-May-2021 |
Praj Industries 4QFY21 Update : Perfect blend for a circular bio-economy Maintain BUY |
India |
Vikram Suryavanshi |
|
| 08-May-2021 |
HDFC Ltd (HDFC IN) - Strong overall Performance |
India |
Manish Agarwalla |
|
| 07-May-2021 |
Dabur 4QFY21: Provides Immunity against Covid-19 - Maintain BU |
India |
Vishal Gutka |
|
| 07-May-2021 |
SRF Ltd - Growth visibility intact but developed margin concerns; Maintain Neutral with TP Rs 6000 |
India |
Surya Patra |
|
| 07-May-2021 |
Tata Steel Q4FY21: Good getting better; Deleveraging story to continue (Maintain Buy) |
India |
Vikash Singh |
|
| 07-May-2021 |
PATH |
India |
Anshul Bhargava |
|
| 06-May-2021 |
CEAT Ltd (CEAT IN) - Margins to remain under pressure - Maintain Neutral |
India |
Saksham Kaushal |
|
| 06-May-2021 |
Cognizant 1QCY21 - Decent results, muted Q2 outlook; CY21 outlook slightly upgraded |
India |
Vibhor Singhal |
|
| 06-May-2021 |
PATH |
India |
Anshul Bhargava |
|
| 05-May-2021 |
Weekly INDONOMICS Tracker: Weakness aggravated (expectedly due to restrictions) |
India |
Anjali Verma |
|
| 05-May-2021 |
RBI Policy Action on Pandemic - Adequate action at this point in time |
India |
Manish Agarwalla |
|
| 05-May-2021 |
L&T Infotech Q4FY21 - Decent Results; Fundamentals Strong – Valuation Expensive |
India |
Vibhor Singhal |
|
| 05-May-2021 |
Adani Ports 4QFY21: Modest results; Fundamentals remain strong – Maintain BUY |
India |
Vibhor Singhal |
|
| 05-May-2021 |
PATH |
India |
Anshul Bhargava |
|
| 04-May-2021 |
Macro & Strategy: Marginal decline after five months of massive rise |
India |
Anjali Verma |
|
| 04-May-2021 |
LTTS 4QFY21: Modest Performance & Guidance; Valuations remains expensive |
India |
Vibhor Singhal |
|
| 04-May-2021 |
Kotak Mahindra Bank (KMB IN) - Pandemic to impact growth |
India |
Manish Agarwalla |
|
| 04-May-2021 |
PATH |
India |
Anshul Bhargava |
|
| 03-May-2021 |
Capital Goods - Metals - gains from new orders to outweigh near term margin impact |
India |
Jonas Bhutta |
|
| 03-May-2021 |
Dalmia Bharat (Maintain BUY: PO Rs1800) |
India |
Pradeep Agrawal |
|
| 03-May-2021 |
Shriram City Union Finance Q4FY21 - Business gaining traction; asset quality stable |
India |
Pradeep Agrawal |
|
| 03-May-2021 |
SBI Life Insurance (SBILIFE): Strong operating performance- |
India |
Sujal Kumar |
|
| 03-May-2021 |
PATH |
India |
Anshul Bhargava |
|
| 03-May-2021 |
IndusInd Bank (IIB IN) - Re-adjustment done, loan book prepared for growth |
India |
Manish Agarwalla |
|
| 02-May-2021 |
Assembly Elections: BJP made in-roads, but underperformed |
India |
Anjali Verma |
|
| 02-May-2021 |
Atul Ltd - Covid delayed projects and impacts growth outlook; Maintain Neutral with TP Rs 7000 |
India |
Surya Patra |
|
| 02-May-2021 |
Trent: (TRENT IN): Store opening, inventory management surprise positively |
India |
Ankit Kedia |
|
| 02-May-2021 |
Mahindra Logistics 4QFY21 - Focus on value added services Downgrade to Neutral |
India |
Vikash Singh |
|
| 01-May-2021 |
Coromandel International Ltd: Q4FY21 Result: Growth outlook remains intact despite near term cost challenge |
India |
Deepak Chitroda |
|
| 01-May-2021 |
Agrotech Foods 4QFY21: All hands on deck to further ramp up food business - Maintain BUY |
India |
Vishal Gutka |
|
| 30-Apr-2021 |
Marico 4QFY21: Perfectly oiled for growth despite inflationary pressure - Maintain BUY |
India |
Vishal Gutka |
|
| 30-Apr-2021 |
Persistent Systems 4QFY21 - Decent results; Positives priced in; Maintain NEUTRAL |
India |
Vibhor Singhal |
|
| 30-Apr-2021 |
Shriram Transport Finance Q4FY21 Update: Growth accelerates; Asset quality stable |
India |
Pradeep Agrawal |
|
| 30-Apr-2021 |
COVID Channel Check: Near-term impact: Yes; Medium-Long term: Positive |
India |
Anjali Verma |
|
| 30-Apr-2021 |
PATH |
India |
Anshul Bhargava |
|
| 30-Apr-2021 |
Avenue Supermarts: Initiating Coverage - Solid execution + best store economics = Premium valuations - BUY |
India |
Ankit Kedia |
|
| 30-Apr-2021 |
Titan Company 4QFY21: Glittering show; however near term headwinds remain - Maintain: BUY |
India |
Vishal Gutka |
|
| 29-Apr-2021 |
Bajaj Auto (BJAUT IN) - Q4FY21 update - Decent quarter, near term headwinds remain - Maintain Buy |
India |
Saksham Kaushal |
|
| 29-Apr-2021 |
HUL 4QFY21: All Hands on deck - Maintain BUY |
India |
Vishal Gutka |
|
| 29-Apr-2021 |
Ambuja Cements (Upgrade to BUY: PO Rs350) |
India |
Vaibhav Agarwal |
|
| 29-Apr-2021 |
KPIT Tech Q4FY21: Strong Results; Thesis playing out splendidly - Maintain BUY |
India |
Vibhor Singhal |
|
| 29-Apr-2021 |
Biocon -Hurt by underperformance in biosimilar: Downgrade to Neutral with TP Rs 450 |
India |
Surya Patra |
|
| 29-Apr-2021 |
China tariff overhaul - High steel may prices may sustain longer than expected |
India |
Vikash Singh |
|
| 28-Apr-2021 |
ABB India (ABB IN) - In-line performance. Uptick in margins is the key to re-rating |
India |
Jonas Bhutta |
|
| 28-Apr-2021 |
Weekly INDONOMICS Tracker: Weakness in industrial indicators and slump in mobility |
India |
Anjali Verma |
|
| 28-Apr-2021 |
HDFC Asset Management (HDFCAMC IN): Lower revenue yield came as a negative surprise |
India |
Sujal Kumar |
|
| 28-Apr-2021 |
Nippon Life Asset Management (NAM IN): Strong Operating performance |
India |
Sujal Kumar |
|
| 28-Apr-2021 |
Axis Bank (AXSB IN) - Strong asset quality performance |
India |
Manish Agarwalla |
|
| 28-Apr-2021 |
Maruti Suzuki (MSIL IN) - Q4FY21 update - Commodity and covid headwinds, valuations attractive - Maintain Buy |
India |
Saksham Kaushal |
|
| 28-Apr-2021 |
TVS Motor (TVSL IN) - Q4FY21 update - Improved mix drives double digit margins - Maintain Buy |
India |
Saksham Kaushal |
|
| 28-Apr-2021 |
PATH |
India |
Anshul Bhargava |
|
| 27-Apr-2021 |
Hindustan Zinc Q4FY21: Positives priced in (maintain Neutral) |
India |
Vikash Singh |
|
| 27-Apr-2021 |
GDL 4QFY21 update - Strong recovery continues Maintain BUY |
India |
Vikram Suryavanshi |
|
| 27-Apr-2021 |
Britannia Industries 4QFY21: - Long term thesis intact; although near term challenging - Maintain Buy |
India |
Vishal Gutka |
|
| 27-Apr-2021 |
PATH |
India |
Anshul Bhargava |
|
| 26-Apr-2021 |
HDFC Life Insurance (HDFCLIFE IN): Strong performance |
India |
Sujal Kumar |
|
| 26-Apr-2021 |
TechM 4QFY21 - Mixed results; Decent guidance – Still not exciting |
India |
Vibhor Singhal |
|
| 26-Apr-2021 |
Mphasis - Blackstone to transfer shareholding – Removes Big overhang; Maintain BUY |
India |
Karan Uppal |
|
| 26-Apr-2021 |
ICICI Bank (ICICIBC IN) - Digital investment paying off |
India |
Manish Agarwalla |
|
| 26-Apr-2021 |
PATH |
India |
Anshul Bhargava |
|
| 25-Apr-2021 |
M&M Financial Services Q4FY21 - Another weak quarter; provision continue to remain high |
India |
Pradeep Agrawal |
|
| 24-Apr-2021 |
PC Metals - Monthly wrap |
India |
Vikash Singh |
|
| 24-Apr-2021 |
HCL Tech Q4FY21 - Modest performance & Outlook; Valuations Inexpensiv |
India |
Vibhor Singhal |
|
| 23-Apr-2021 |
VACCIN-OMICS: India vs. Global: India lagging so far; Can it risk outperformance? |
India |
Anjali Verma |
|
| 23-Apr-2021 |
PATH |
India |
Anshul Bhargava |
|
| 22-Apr-2021 |
Cyient 4QFY21 - Decent Results; Recovery on track – Still lags peers - Upgrade to NEUTRAL |
India |
Vibhor Singhal |
|
| 22-Apr-2021 |
Weekly INDONOMICS Tracker: Mobility slumped, Industrial/Economic data – Largely stable/weak |
India |
Anjali Verma |
|
| 22-Apr-2021 |
Escorts Ltd. (ESC IN) - End of good times – Downgrade to sell |
India |
Anshul Bhargava |
|
| 22-Apr-2021 |
PATH |
India |
Anshul Bhargava |
|
| 20-Apr-2021 |
ACC Ltd. (Upgrade to BUY; PO Rs2,150 |
India |
Vaibhav Agarwal |
|
| 20-Apr-2021 |
Nestle India 1QCY21 Result review : Steady as a rock - Maintain BUY |
India |
Vishal Gutka |
|
| 20-Apr-2021 |
Bajaj Consumer Care: 4QFY21: Finally it has started ticking on all boxes - Maintain BUY |
India |
Vishal Gutka |
|
| 20-Apr-2021 |
PATH |
India |
Anshul Bhargava |
|
| 20-Apr-2021 |
ICICI PRU Life Insurance (IPRU IN): Strong end to a turbulent year |
India |
Sujal Kumar |
|
| 20-Apr-2021 |
Logistics monthly update - Major Ports and Container rail volume |
India |
Vikram Suryavanshi |
|
| 19-Apr-2021 |
Godrej Consumer- Company Update: Gold Flash LV turning out to be a golden goose so far - Maintain BUY |
India |
Vishal Gutka |
|
| 19-Apr-2021 |
Automobiles - Sector Update - 2W: Urbanization, premiumization, exports - Initiating Eicher and TVS as Buy |
India |
Saksham Kaushal |
|
| 19-Apr-2021 |
Camlin Fine Sciences - Finds multiple qualitative upgrades: BUY with raised TP of Rs 210 |
India |
Surya Patra |
|
| 19-Apr-2021 |
Consumer Electricals- Sector Update: AC + LED PLI; Push for component ecosystem in India |
India |
Deepak Agarwal |
|
| 19-Apr-2021 |
PATH |
India |
Anshul Bhargava |
|
| 18-Apr-2021 |
ICICI Lombard - Underwriting losses driven by reserve strengthening |
India |
Sujal Kumar |
|
| 18-Apr-2021 |
HDFC Bank (HDFCB IN) - Well prepared for second wave related challenges |
India |
Manish Agarwalla |
|
| 16-Apr-2021 |
Mindtree 4QFY21: Decent results; All our hypotheses playing out well - Maintain BUY |
India |
Vibhor Singhal |
|
| 16-Apr-2021 |
Wipro 4QFY21 - Decent Results; Bright Outlook – Almost There |
India |
Vibhor Singhal |
|
| 16-Apr-2021 |
PATH |
India |
Anshul Bhargava |
|
| 15-Apr-2021 |
Weekly INDONOMICS Tracker: Slight dip in mobility, economic activity – stable |
India |
Anjali Verma |
|
| 15-Apr-2021 |
Praj Industries - Perfect blend for a circular bio-economy Maintain BUY |
India |
Vikram Suryavanshi |
|
| 15-Apr-2021 |
PATH |
India |
Anshul Bhargava |
|
| 15-Apr-2021 |
Bata India: Initiating Coverage -On a weak footing - Neutral - |
India |
Ankit Kedia |
|
| 15-Apr-2021 |
PAGE Industries: Initiating Coverage - Dominance to continue - BUY |
India |
Ankit Kedia |
|
| 14-Apr-2021 |
Infosys 4QFY21 - Muted results, on high expectations; Outlook remains bright - Maintain BUY |
India |
Vibhor Singhal |
|
| 13-Apr-2021 |
Coforge Ltd - SLK acquisition – significantly enhances the growth profile - Maintain BUY |
India |
Vibhor Singhal |
|
| 13-Apr-2021 |
PATH |
India |
Anshul Bhargava |
|
| 12-Apr-2021 |
CPI rose, IIP in red – Impacted by elevated base |
India |
Anjali Verma |
|
| 12-Apr-2021 |
TCS 4QFY21 - Robust results, Strongest ever TCV – Outlook remains bright - Maintain BUY |
India |
Vibhor Singhal |
|
| 12-Apr-2021 |
PATH |
India |
Anshul Bhargava |
|
| 09-Apr-2021 |
PATH |
India |
Anshul Bhargava |
|
| 09-Apr-2021 |
Specialty Chemicals - Q4FY21 Preview: Demand recovery and low base powers earnings |
India |
Surya Patra |
|
| 08-Apr-2021 |
Pharma Q4FY21 Preview: Export momentum to drive value growth: |
India |
Surya Patra |
|
| 08-Apr-2021 |
IT Services - ISG 1QCY21: Decent Deal Flow Momentum Continues, Positive Commentary |
India |
Vibhor Singhal |
|
| 08-Apr-2021 |
PATH |
India |
Anshul Bhargava |
|
| 07-Apr-2021 |
Titan Company- Company Update: Glittering performance to continue - Maintain: BUY |
India |
Vishal Gutka |
|
| 07-Apr-2021 |
Consumer & Retail: 4QFY21 Results Preview : Block buster quarter driven by favourable base |
India |
Vishal Gutka |
|
| 07-Apr-2021 |
Cement Q4FY21 Preview: |
India |
Vaibhav Agarwal |
|
| 07-Apr-2021 |
Strategy: Q4FY21 Results Preview - Strong quarter over and above the favourable base |
India |
Anjali Verma |
|
| 07-Apr-2021 |
Agriculture Inputs: Q4FY21 Preview: Exports drives but a muted quarter |
India |
Deepak Chitroda |
|
| 07-Apr-2021 |
RBI Policy: Dovish and Pro-growth; BS further expanded |
India |
Anjali Verma |
|
| 07-Apr-2021 |
Thangamayil Jewellery- Company Update :Hidden jewel in the crown- Maintain BUY |
India |
Vishal Gutka |
|
| 07-Apr-2021 |
Weekly INDONOMICS Tracker: Growth trends stable with no dent on mobility |
India |
Anjali Verma |
|
| 07-Apr-2021 |
Metals Q4FY21 Results Preview - Ferrous to report historic high operating profits |
India |
Vikash Singh |
|
| 07-Apr-2021 |
Financials- Q4FY21 Results Preview: Normalized quarter |
India |
Manish Agarwalla |
|
| 07-Apr-2021 |
PATH |
India |
Anshul Bhargava |
|
| 07-Apr-2021 |
PATH |
India |
Anshul Bhargava |
|
| 06-Apr-2021 |
Pharmaceuticals - Structural value upgrade; BUY Indian Pharma |
India |
Surya Patra |
|
| 06-Apr-2021 |
Consumer Electricals- Q4FY21 Results Preview: Strong year end; watch out for outlook predictions |
India |
Deepak Agarwal |
|
| 05-Apr-2021 |
PATH |
India |
Anshul Bhargava |
|
| 04-Apr-2021 |
Shipping freight rate update - Drybulk rates remains strong |
India |
Vikram Suryavanshi |
|
| 04-Apr-2021 |
Capital Goods & Engineering - CMIE capex data – continues to remain weak. Waiting for PLI related investments to kick in |
India |
Jonas Bhutta |
|
| 02-Apr-2021 |
IT Services: Q4FY21 Preview: And the party continues … |
India |
Vibhor Singhal |
|
| 01-Apr-2021 |
Macro & Strategy: PCI Index touched new highs; Covid – the key near-term risk factor |
India |
Anjali Verma |
|
| 01-Apr-2021 |
Metals Sector Update - In all probability FY22 profits will be stronger than FY21 |
India |
Vikash Singh |
|
| 01-Apr-2021 |
Weekly INDONOMICS Tracker: Growth trends stable with no dent on mobilit |
India |
Anjali Verma |
|
| 01-Apr-2021 |
PATH |
India |
Anshul Bhargava |
|
| 31-Mar-2021 |
PATH |
India |
Anshul Bhargava |
|
| 30-Mar-2021 |
PATH |
India |
Anshul Bhargava |
|
| 27-Mar-2021 |
PC Metals - Metal Monthly |
India |
Vikash Singh |
|
| 26-Mar-2021 |
Coal auction – Second tranche offers largest numbers of mines ever |
India |
Vikash Singh |
|
| 26-Mar-2021 |
IT Services: Travel Segment Recovery – Harder the fall, Higher the rise |
India |
Vibhor Singhal |
|
| 26-Mar-2021 |
PATH |
India |
Anshul Bhargava |
|
| 25-Mar-2021 |
PATH |
India |
Anshul Bhargava |
|
| 24-Mar-2021 |
PATH |
India |
Anshul Bhargava |
|
| 23-Mar-2021 |
Titan Company- Company Update: Remains a golden goose - Upgrade: BUY |
India |
Vishal Gutka |
|
| 23-Mar-2021 |
Supreme Court verdict - Interim relief on NPA classification vacated |
India |
Manish Agarwalla |
|
| 23-Mar-2021 |
PATH |
India |
Anshul Bhargava |
|
| 22-Mar-2021 |
MTAR Technologies (MTARTECH IN) - In the right place at the right time |
India |
Jonas Bhutta |
|
| 22-Mar-2021 |
PATH |
India |
Anshul Bhargava |
|
| 21-Mar-2021 |
Insurance-Key takeaway from call with PolicyX.com |
India |
Sujal Kumar |
|
| 19-Mar-2021 |
PATH |
India |
Anshul Bhargava |
|
| 18-Mar-2021 |
Logistics monthly update - Major Ports and Container rail volume |
India |
Vikram Suryavanshi |
|
| 18-Mar-2021 |
Accenture 2QFY21: Strong Results, Record Bookings; Providing strong visibility |
India |
Vibhor Singhal |
|
| 18-Mar-2021 |
PATH |
India |
Anshul Bhargava |
|
| 17-Mar-2021 |
Macro Strategy: Risk of reversal of Global monetary stimulus – We think, No |
India |
Anjali Verma |
|
| 17-Mar-2021 |
Weekly INDONOMICS Tracker: Growth – stable to higher; Mobility – stabl |
India |
Anjali Verma |
|
| 17-Mar-2021 |
PATH |
India |
Anshul Bhargava |
|
| 16-Mar-2021 |
PATH |
India |
Anshul Bhargava |
|
| 15-Mar-2021 |
PATH |
India |
Anshul Bhargava |
|
| 12-Mar-2021 |
CPI inched higher, IIP back in red – partly impacted by base effec |
India |
Anjali Verma |
|
| 12-Mar-2021 |
PATH |
India |
Anshul Bhargava |
|
| 11-Mar-2021 |
Bajaj Consumer: Company Update: Lollapalooza effect to kick in - Upgrade to BUY |
India |
Vishal Gutka |
|
| 10-Mar-2021 |
Weekly INDONOMICS Tracker: Growth trending higher with improved mobility |
India |
Anjali Verma |
|
| 10-Mar-2021 |
Telecom Sector Initiating Coverage - The worst is behind; Better times ahead |
India |
Vibhor Singhal |
|
| 10-Mar-2021 |
PATH |
India |
Anshul Bhargava |
|
| 09-Mar-2021 |
Cummins India (KKC IN) - Optimism on medium term outlook gets firmer but priced in |
India |
Jonas Bhutta |
|
| 09-Mar-2021 |
PATH |
India |
Anshul Bhargava |
|
| 08-Mar-2021 |
KPIT Tech: Initiating Coverage - ‘Das’ Auto IT Company - perfect way to play recovery & disruption - BUY |
India |
Karan Uppal |
|
| 08-Mar-2021 |
PATH |
India |
Anshul Bhargava |
|
| 06-Mar-2021 |
TeamLease Services (TEAM IN) - Thesis on margins likely to play out faster than expected |
India |
Jonas Bhutta |
|
| 05-Mar-2021 |
Wipro - In a bold move, makes its biggest acquisition ever |
India |
Vibhor Singhal |
|
| 05-Mar-2021 |
PATH |
India |
Anshul Bhargava |
|
| 04-Mar-2021 |
HUL - Company Update: Underperformance offers good entry for compounding - Maintain BUY |
India |
Vishal Gutka |
|
| 04-Mar-2021 |
PhillipCapital Infrastructure Conference - Key takeaways |
India |
Vibhor Singhal |
|
| 04-Mar-2021 |
Bajaj Electricals Ltd (BUY; TP: Rs 1305) Company update: BJE version 2.0, transforming supply chain |
India |
Deepak Agarwal |
|
| 04-Mar-2021 |
PATH |
India |
Anshul Bhargava |
|
| 03-Mar-2021 |
PATH |
India |
Anshul Bhargava |
|
| 03-Mar-2021 |
Oral Care: It’s an era of specialized toothpastes |
India |
Vishal Gutka |
|
| 03-Mar-2021 |
Weekly INDONOMICS Tracker: Progress in growth with stable mobility |
India |
Anjali Verma |
|
| 02-Mar-2021 |
Asset management companies-Fund performance starting to turn around |
India |
Sujal Kumar |
|
| 02-Mar-2021 |
Macro & Strategy: PCI Index at historical high; Broad based recovery inching up |
India |
Anjali Verma |
|
| 02-Mar-2021 |
PATH |
India |
Anshul Bhargava |
|
| 01-Mar-2021 |
FY22-23 Macro & Strategy Outlook: Time for India’s outperformance = Time for Cyclicals |
India |
Anjali Verma |
|
| 01-Mar-2021 |
PATH |
India |
Anshul Bhargava |
|
| 27-Feb-2021 |
Tata Motors (TTMT IN) - JLR Investor day takeaways - Maintain Buy |
India |
Saksham Kaushal |
|
| 27-Feb-2021 |
Metals Monthly wrap February 2021 |
India |
Vikash Singh |
|
| 27-Feb-2021 |
Sugar Sector update : Turning into white gold? |
India |
Vikash Singh |
|
| 26-Feb-2021 |
Q3FY21 GDP : India recorded 1% growth – Recovered well |
India |
Anjali Verma |
|
| 26-Feb-2021 |
PATH |
India |
Anshul Bhargava |
|
| 25-Feb-2021 |
PATH |
India |
Anshul Bhargava |
|
| 24-Feb-2021 |
Weekly INDONOMICS Tracker: Stability in growth and mobility (so far) |
India |
Anjali Verma |
|
| 24-Feb-2021 |
PATH |
India |
Anshul Bhargava |
|
| 23-Feb-2021 |
Thangamayil Jewellery- Company Update : Geared for growth - Maintain BUY |
India |
Vishal Gutka |
|
| 23-Feb-2021 |
PATH |
India |
Anshul Bhargava |
|
| 22-Feb-2021 |
Ambuja Cements (Maintain Neutral: PO Rs290) |
India |
Vaibhav Agarwal |
|
| 22-Feb-2021 |
PATH |
India |
Anshul Bhargava |
|
| 19-Feb-2021 |
Agriculture Inputs Sector Update: Can additional subsidy allocation re-rate fertiliser stocks? |
India |
Deepak Chitroda |
|
| 19-Feb-2021 |
PATH |
India |
Anshul Bhargava |
|
| 18-Feb-2021 |
PATH |
India |
Anshul Bhargava |
|
| 17-Feb-2021 |
Strategy: Q3FY21 Earnings Review: Sharp beat across sectors for second quarter in a row |
India |
Anjali Verma |
|
| 17-Feb-2021 |
GE T&D India (GETD IN) - Delivers on margins and balance sheet, growth in orders is pending |
India |
Jonas Bhutta |
|
| 17-Feb-2021 |
Finolex Cables Ltd. (BUY, TP: Rs 463) Q3FY21: On the path to recovery, balance-sheet remains strong |
India |
Deepak Agarwal |
|
| 17-Feb-2021 |
KDDL 3QFY21 Update : Moving with the time |
India |
Vikram Suryavanshi |
|
| 17-Feb-2021 |
Infrastructure - The ‘order-book-keeper’ – Strong order inflow momentum continues |
India |
Vibhor Singhal |
|
| 17-Feb-2021 |
Logistics monthly update - Major Ports and Container rail volume |
India |
Vikram Suryavanshi |
|
| 17-Feb-2021 |
PATH |
India |
Anshul Bhargava |
|
| 16-Feb-2021 |
Nestle India Q4CY20: Domestic business momentum continues; but margins disappoint - Maintain BU |
India |
Vishal Gutka |
|
| 16-Feb-2021 |
Business Services - Takeaways from ‘As India gets to work…’ conference 2021 |
India |
Jonas Bhutta |
|
| 16-Feb-2021 |
Voltas Ltd (BUY, TP: Rs 1209) Q3FY21: Volume growth in UCP, strong industry tailwinds ahead |
India |
Deepak Agarwal |
|
| 16-Feb-2021 |
PATH |
India |
Anshul Bhargava |
|
| 15-Feb-2021 |
Ahluwalia Contracts Q3FY21 - Mixed results; Investors’ patience being tested |
India |
Vibhor Singhal |
|
| 15-Feb-2021 |
Sadbhav Engg Ltd Q3FY21 - Muted results; BS concerns; Valuations the only saving grace |
India |
Vibhor Singhal |
|
| 15-Feb-2021 |
Kalpataru Power (KPP IN) - Core operations remain on a strong footing, gains from deleveraging |
India |
Jonas Bhutta |
|
| 15-Feb-2021 |
Allcargo Logistics 3QFY21 Update - De listing in process Maintain Neutral |
India |
Vikram Suryavanshi |
|
| 15-Feb-2021 |
ITD Cementation Q3FY21 - Decent performance; Outlook remains unexciting |
India |
Vibhor Singhal |
|
| 15-Feb-2021 |
Retail: Q3FY21 review: High operating leverage saves the day |
India |
Ankit Kedia |
|
| 15-Feb-2021 |
PATH |
India |
Anshul Bhargava |
|
| 14-Feb-2021 |
ACC Ltd. (Maintain Neutral: PO Rs1,780): |
India |
Vaibhav Agarwal |
|
| 14-Feb-2021 |
Pennar Industries 3QFY21 Update: Growth capex to continue |
India |
Vikram Suryavanshi |
|
| 14-Feb-2021 |
VA Tech Wabag (VATW IN) - Pick up in execution drove the beat in earnings |
India |
Jonas Bhutta |
|
| 14-Feb-2021 |
Ashok Leyland (AL IN) - Q3FY21 update - Sequential improvement, valuations a risk - Maintain Neutral |
India |
Anjali Verma |
|
| 14-Feb-2021 |
Bharat Forge (BHFC IN) - Q3FY21 update - Operational improvement to continue - Maintain Buy |
India |
Saksham Kaushal |
|
| 13-Feb-2021 |
HeidelbergCement India Ltd. (Maintain BUY: PO Rs350): |
India |
Vaibhav Agarwal |
|
| 13-Feb-2021 |
Star Cement (Maintain BUY: PO Rs115) |
India |
Vaibhav Agarwal |
|
| 13-Feb-2021 |
Mangalam Cement (Maintain BUY: PO Rs360): |
India |
Vaibhav Agarwal |
|
| 13-Feb-2021 |
Nalco Q3FY21: Expect performance to improve further on better realizations (Maintain Buy) |
India |
Vikash Singh |
|
| 12-Feb-2021 |
KNR Construction Q3FY21 - Strong results; Strong fundamentals – maintain BUY |
India |
Vibhor Singhal |
|
| 12-Feb-2021 |
Siemens India (SIEM IN) - Results reflective of a recovery. However, valuations more than price that in |
India |
Jonas Bhutta |
|
| 12-Feb-2021 |
CPI turned tepid; IIP swung back to growth |
India |
Anjali Verma |
|
| 12-Feb-2021 |
PATH |
India |
Anshul Bhargava |
|
| 12-Feb-2021 |
Aurobindo Pharma - Steady value growth ahead: BUY with raised TP Rs 1250 |
India |
Surya Patra |
|
| 12-Feb-2021 |
ITC Limited Q3FY21: FMCG moderates; Eye popping valuations provides safety net - Maintain BUY |
India |
Vishal Gutka |
|
| 12-Feb-2021 |
Repco Home Finance (REPCO IN) - Margin aiding profitability |
India |
Manish Agarwalla |
|
| 11-Feb-2021 |
PATH |
India |
Anshul Bhargava |
|
| 11-Feb-2021 |
Shipping freight rate update - Positive sentment for drybulk in January 2021 |
India |
Vikram Suryavanshi |
|
| 11-Feb-2021 |
ABB India (ABB IN) - High on ambition though delivery on margins is key |
India |
Jonas Bhutta |
|
| 11-Feb-2021 |
Bharat Electronics (BHE IN) - Onwards and upwards |
India |
Jonas Bhutta |
|
| 11-Feb-2021 |
NCC Ltd Q3FY21 - Slightly below expectations; Strong orderbook provides bright outlook |
India |
Vibhor Singhal |
|
| 11-Feb-2021 |
Tata Steel Q3FY21: Positive outlook intact; Deleveraging impact is not fully factored in (Maintain Buy) |
India |
Vikash Singh |
|
| 11-Feb-2021 |
Endurance Technologies (ENDU IN) - Strong execution to continue - Maintain Buy |
India |
Amar Kant Gaur |
|
| 10-Feb-2021 |
JK Cement: Maintain BUY (PO Rs3,100) |
India |
Vaibhav Agarwal |
|
| 10-Feb-2021 |
Titan Company Q3FY21: Coming back to normalcy - Maintain: NEUTRAL |
India |
Vishal Gutka |
|
| 10-Feb-2021 |
NMDC Ltd. Q3FY21: Strong performance ahead…but possibility of premium levy in Chhattisgarh limiting upside potential (Neutral Downgrade) |
India |
Vikash Singh |
|
| 10-Feb-2021 |
Economy Resumption Tracker (9th Feb): Growth progress with reasonable improvement in mobility |
India |
Anjali Verma |
|
| 10-Feb-2021 |
Westlife Development Ltd (WLDL IN) : Initiating Coverage - Preferred play on the fast-growing QSR segment - BUY |
India |
Vishal Gutka |
|
| 10-Feb-2021 |
Camlin Fine Sciences - Ramp up in Dahej plant drives rapid value growth |
India |
Surya Patra |
|
| 10-Feb-2021 |
Johnson Controls-Hitachi AC (I) Ltd (BUY, TP: Rs 2723) Q3FY21: On the path to recovery, riding on domestic manufacturing them |
India |
Deepak Agarwal |
|
| 09-Feb-2021 |
PATH |
India |
Anshul Bhargava |
|
| 09-Feb-2021 |
Muthoot Finance Q3FY21 - Balance sheet repricing continue to drive growth |
India |
Pradeep Agrawal |
|
| 09-Feb-2021 |
MAX Financial Services |
India |
Sujal Kumar |
|
| 09-Feb-2021 |
Magma Fincorp Q3FY21 -Margin expansion drive operating performance |
India |
Pradeep Agrawal |
|
| 08-Feb-2021 |
PATH |
India |
Anshul Bhargava |
|
| 08-Feb-2021 |
India Defence Sector - 15th finance commission provides a sticky solution to a sticky problem |
India |
Jonas Bhutta |
|
| 08-Feb-2021 |
Godrej Consumer 3QFY21: Traction in VFM / Hygiene portfolio to continue - Maintain BUY |
India |
Vishal Gutka |
|
| 08-Feb-2021 |
ABFRL: Strong recovery and reducing leverage are positives |
India |
Ankit Kedia |
|
| 08-Feb-2021 |
Britannia Industries Q3FY21: Volume growth momentum decelerates further - Maintain Buy |
India |
Vishal Gutka |
|
| 08-Feb-2021 |
VRL Logistics 3QFY21 Update: Profitable growth is back Maintain BUY |
India |
Vikram Suryavanshi |
|
| 08-Feb-2021 |
Ashoka Buildcon - Q3FY21 - Muted results; Inexpensive valuations – Overhang of McQ exit remains |
India |
Vibhor Singhal |
|
| 08-Feb-2021 |
Divi’s Laboratories - Sustains multi-year value growth visibility; Maintain BUY with raised TP Rs 4200 |
India |
Surya Patra |
|
| 08-Feb-2021 |
TCI Limited 3QFY21 Update: Strong recovery in Supply Chain Maintain BUY |
India |
Vikram Suryavanshi |
|
| 07-Feb-2021 |
Dalmia Bharat (Maintain BUY: PO Rs1,500) |
India |
Vaibhav Agarwal |
|
| 07-Feb-2021 |
Cadila Healthcare (CDH IN) - Strong value growth visibility remains intact ; Maintain BUY with TP Rs 600 |
India |
Surya Patra |
|
| 07-Feb-2021 |
Concor 3QFY21 Update : Upward revision in volume Maintain BUY |
India |
Vikram Suryavanshi |
|
| 07-Feb-2021 |
Praj Industries 3QFY21 update : Shifting growth orbit Maintain BUY |
India |
Vikram Suryavanshi |
|
| 06-Feb-2021 |
Mahindra & Mahindra (MM IN) - Q3FY21 update - Hurdles no more - Maintain Buy |
India |
Saksham Kaushal |
|
| 06-Feb-2021 |
Chambal Fertilisers & Chemicals Ltd: Q3FY21 Result: Subsidy clearance by govt provides major financial flexibility |
India |
Deepak Chitroda |
|
| 05-Feb-2021 |
PATH |
India |
Anshul Bhargava |
|
| 05-Feb-2021 |
RBI Policy: An Act of Balancing growth and excess liquidity |
India |
Anjali Verma |
|
| 05-Feb-2021 |
PNC Infratech Q3FY21 - Decent results, along expectations; Growth momentum to continue |
India |
Vibhor Singhal |
|
| 05-Feb-2021 |
Hero MotoCorp (HMCL IN) - Q3FY21 update - All positives priced in - Downgrade to Neutral |
India |
Saksham Kaushal |
|
| 05-Feb-2021 |
Trent (TRENT IN): Industry leading revenue recovery, margin expansion |
India |
Ankit Kedia |
|
| 05-Feb-2021 |
IPCA Laboratories (IPCA IN) - Well on track for multi-year value growth; Maintain BUY with TP Rs 2650 |
India |
Surya Patra |
|
| 05-Feb-2021 |
Somany Ceramics Ltd (BUY; TP: Rs 500) Q3FY21: Strong industry tailwinds, SOMC gaining volumes |
India |
Deepak Agarwal |
|
| 05-Feb-2021 |
V-Guard Industries Ltd (BUY; TP: Rs 290) Q3FY21: Strong comeback; Beat on earning |
India |
Deepak Agarwal |
|
| 05-Feb-2021 |
Bajaj Electricals Ltd (BUY; TP: Rs 958) Q3FY21: Strong performance in CP; balance-sheet strengthening continues |
India |
Deepak Agarwal |
|
| 05-Feb-2021 |
State Bank of India (SBIN IN) - Favourable risk reward |
India |
Manish Agarwalla |
|
| 04-Feb-2021 |
Navkar Corporation 3QFY21 update - Growth is back on track Maintain BUY |
India |
Vikram Suryavanshi |
|
| 04-Feb-2021 |
Apollo Tyres (APTY IN) - Q3FY21 update - Demand momentum continues; Commodity inflation risk - Maintain Neutral |
India |
Saksham Kaushal |
|
| 04-Feb-2021 |
Thermax (TMX IN) - Much ado about nothing |
India |
Jonas Bhutta |
|
| 04-Feb-2021 |
PC- India Strategy - Portfolio Chang |
India |
Anjali Verma |
|
| 04-Feb-2021 |
Bajaj Consumer: 3QFY21: Renewed Optimism; Sustainability to drive furthoner re-rating - Upgrade to NEUTRAL |
India |
Vishal Gutka |
|
| 04-Feb-2021 |
Vinati Organics Ltd (VO IN) - New integrated projects power earnings outlook ; Maintain Neutral with TP Rs1300 |
India |
Surya Patra |
|
| 04-Feb-2021 |
Macro & Strategy: Liquidity, Earnings, Government Budget = Added Optimism |
India |
Anjali Verma |
|
| 04-Feb-2021 |
Cognizant 4QCY20 - Weak results, marred by exceptional; CY21 outlook unimpressive |
India |
Vibhor Singhal |
|
| 04-Feb-2021 |
PI Industries Ltd: Q3FY21 Result: Exports drives growth; still no clarity on inorganic growth |
India |
Deepak Chitroda |
|
| 04-Feb-2021 |
Sanghi Industries: Maintain BUY (PO: Rs70 |
India |
Vaibhav Agarwal |
|
| 03-Feb-2021 |
Jubilant Foodworks 3QFY21 - Gunning for growth : Maintain BUY |
India |
Vishal Gutka |
|
| 03-Feb-2021 |
JK Lakshmi Cement - Maintain BUY (PO Rs450 |
India |
Vaibhav Agarwal |
|
| 03-Feb-2021 |
Economy Resumption Tracker (2nd Feb): Stable growth with improvement in mobilit |
India |
Anjali Verma |
|
| 03-Feb-2021 |
Coromandel International Ltd: Q3FY21 Result: Good all-round operating performance |
India |
Deepak Chitroda |
|
| 02-Feb-2021 |
Agriculture Inputs Sector Update: Additional subsidy allocation - a path towards decontrol |
India |
Deepak Chitroda |
|
| 02-Feb-2021 |
Engineers India (ENGR IN) - Pick up in order flow is the key to re-rating |
India |
Jonas Bhutta |
|
| 02-Feb-2021 |
HDFC Ltd (HDFC IN) - Strong NII performance |
India |
Manish Agarwalla |
|
| 02-Feb-2021 |
Escorts Ltd. (ESC IN) - Q3FY21 Update - Back to back quarters of strong performance - Maintain Buy |
India |
Saksham Kaushal |
|
| 02-Feb-2021 |
Sector update: Capital Goods - Robust infra spends should help revive demand for industrials |
India |
Jonas Bhutta |
|
| 01-Feb-2021 |
Cholamandalam Finance Q3FY21 - Strong operating performance |
India |
Pradeep Agrawal |
|
| 01-Feb-2021 |
Union Budget 2021-22 - Infra focus, fisc elevated. Government spends to stay strong |
India |
Anjali Verma |
|
| 01-Feb-2021 |
Shree Cement - Maintain BUY (PO Rs,29000) |
India |
Vaibhav Agarwal |
|
| 01-Feb-2021 |
Mahindra Logistics 3QFY21 Update: Strong recovery in SCM, value added services Maintain BUY |
India |
Vikram Suryavanshi |
|
| 01-Feb-2021 |
Aegis Logistics 3QFY21: Growth pipeline continues Maintain BUY |
India |
Vikram Suryavanshi |
|
| 01-Feb-2021 |
ICICI Bank (ICICIBC IN) - Geared for Growth |
India |
Manish Agarwalla |
|
| 31-Jan-2021 |
LIC Housing Finance (LICHF IN) - Business gaining momentum |
India |
Manish Agarwalla |
|
| 31-Jan-2021 |
Manappuram Finance Q3FY21 - Growth in gold loan portfolio moderates |
India |
Pradeep Agrawal |
|
| 31-Jan-2021 |
Cipla (CIPLA IN) - Robust earnings visibility excites us; Maintain BUY with TP 1080 |
India |
Surya Patra |
|
| 31-Jan-2021 |
Lupin (LPC IN) - Recovery in operating performance is well in price; Maintain NEUTRAL with TP Rs 1000 |
India |
Surya Patra |
|
| 31-Jan-2021 |
Atul Ltd (ATLP IN) - Business recovery continues; Maintain NEUTRAL with TP Rs 7000 |
India |
Surya Patra |
|
| 31-Jan-2021 |
Aarti Industries (ARTO IN) - Growth outlook remains strong; Maintain BUY with TP Rs 1410 |
India |
Surya Patra |
|
| 31-Jan-2021 |
PC Metals - Monthly Wrap - January 2021 |
India |
Vikash Singh |
|
| 31-Jan-2021 |
Tata Motors (TTMT IN) - Q3FY21 Update - Going from strength to strength - Maintain Buy |
India |
Saksham Kaushal |
|
| 30-Jan-2021 |
UPL Ltd: Q3FY21 Result: Positive margin surprise continues |
India |
Deepak Chitroda |
|
| 30-Jan-2021 |
SAIL Q3FY21: Positive outlook intact; Deleveraging yet to priced in (Maintain Buy) |
India |
Vikash Singh |
|
| 30-Jan-2021 |
India’s Income Analysis (FY20): Savings growth surpassed consumption and investments |
India |
Anjali Verma |
|
| 30-Jan-2021 |
Shriram City Union Finance Q3FY21 - Business gaining traction; asset quality improves |
India |
Pradeep Agrawal |
|
| 30-Jan-2021 |
Dr Reddy’s Laboratories (DRRD IN) - Business as usual; Strong earnings visibility ahead: Maintain BUY with TP Rs 5800 |
India |
Surya Patra |
|
| 30-Jan-2021 |
Sun Pharma (SUNP IN) - Specialty business in driver’s seat ; Maintain BUY with TP Rs 710 |
India |
Surya Patra |
|
| 30-Jan-2021 |
IndusInd Bank (IIB IN) - Continue to build Covid buffer |
India |
Manish Agarwalla |
|
| 29-Jan-2021 |
Vedanta Ltd Q3FY21: Awaiting volume growth story to play out (Maintain Buy) |
India |
Vikash Singh |
|
| 29-Jan-2021 |
M&M Financial Services Q3FY21 - Disappointing quarter; asset quality deteriorates sharply |
India |
Pradeep Agrawal |
|
| 29-Jan-2021 |
TechM 3QFY21 - Mixed results – Nothing much to cheer about |
India |
Vibhor Singhal |
|
| 29-Jan-2021 |
Persistent Systems 3QFY21 - Decent results led by Alliances; Positives priced in; Maintain NEUTRAL |
India |
Vibhor Singhal |
|
| 29-Jan-2021 |
Dabur 3QFY21: Ayurvedic champion continues to march ahead - Maintain BUY |
India |
Vishal Gutka |
|
| 29-Jan-2021 |
Orient Electric Ltd (BUY; TP: Rs 332) Q3FY21: Strong comeback; Switch To “Orient” |
India |
Deepak Agarwal |
|
| 29-Jan-2021 |
Shriram Transport Finance Q3FY21 Update: Growth back on track; asset quality surprises positively |
India |
Pradeep Agrawal |
|
| 29-Jan-2021 |
KEC International (KECI IN) - Strong growth prospects outweigh near term risk of cost inflation |
India |
Jonas Bhutta |
|
| 29-Jan-2021 |
Cummins India (KKC IN) - Margins surprise for the 2nd straight quarter, sustainability is key |
India |
Jonas Bhutta |
|
| 29-Jan-2021 |
KEI Industries Ltd (BUY; TP: Rs 571) Q3FY21: Capping project business, increasing focus on B2C |
India |
Deepak Agarwal |
|
| 29-Jan-2021 |
Colgate Palmolive :Company Update: Market loss saga continues for another quarter: Maintain-SELL |
India |
Vishal Gutka |
|
| 29-Jan-2021 |
ABFRL (ABFRL IN): Acquisition of Sabyasachi Couture to strengthen ethnic wear portfolio |
India |
Ankit Kedia |
|
| 29-Jan-2021 |
Quess Corp (QUESS IN) - In-line performance had it not been for higher taxes |
India |
Jonas Bhutta |
|
| 29-Jan-2021 |
TeamLease Services (TEAM IN) - Margins to expand as growth revives |
India |
Jonas Bhutta |
|
| 28-Jan-2021 |
Colgate Palmolive 3QFY21: Nothing much to gung-ho about : Maintain-SELL |
India |
Vishal Gutka |
|
| 28-Jan-2021 |
Marico 3QFY21: Perfectly oiled for growth - Upgrade to BUY |
India |
Vishal Gutka |
|
| 28-Jan-2021 |
Coforge Ltd 3QFY21 - Decent Results; Strong Outlook – Upgrade to BUY |
India |
Vibhor Singhal |
|
| 28-Jan-2021 |
Maruti Suzuki (MSIL IN) - Q3FY21 Update - Commodity prices delivering a curve ball - Maintain Buy |
India |
Saksham Kaushal |
|
| 28-Jan-2021 |
Nippon Life Asset Management (NAM IN): Riding on the waves of strong market rally |
India |
Sujal Kumar |
|
| 28-Jan-2021 |
ICICI PRU Life Insurance (IPRU IN): Newer Banca channel to aid growth |
India |
Sujal Kumar |
|
| 28-Jan-2021 |
Logistics monthly update - Major Ports and Container rail volume |
India |
Vikram Suryavanshi |
|
| 28-Jan-2021 |
Bank of Baroda (BOB IN) - Watch list continue to remain elevated |
India |
Manish Agarwalla |
|
| 27-Jan-2021 |
Emami Ltd 3QFY21: Firing on all cylinderss - Maintain BUY |
India |
Vishal Gutka |
|
| 27-Jan-2021 |
India Cements: Maintain BUY (PO Rs220) |
India |
Vaibhav Agarwal |
|
| 27-Jan-2021 |
HUL 3QFY21: Best is yet to come - Maintain BUY |
India |
Vishal Gutka |
|
| 27-Jan-2021 |
Axis Bank (AXSB IN) - Strong contingency buffer |
India |
Manish Agarwalla |
|
| 27-Jan-2021 |
PC - Economy Resumption Tracker (26th Jan): Progress in growth |
India |
Anjali Verma |
|
| 26-Jan-2021 |
Kotak Mahindra Bank (KMB IN): Back to growth, Asset quality weaker (BUY Maintain) |
India |
Sujal Kumar |
|
| 26-Jan-2021 |
Larsen & Toubro (LT IN) - Strong order inflows outshine subdued core operating performance |
India |
Jonas Bhutta |
|
| 25-Jan-2021 |
V-Mart Retail (VMART IN): On a strong footing |
India |
Ankit Kedia |
|
| 25-Jan-2021 |
Crompton Greaves Consumer Electricals Ltd Q3FY21: (BUY, TP: Rs 462): Market share gains, cost optimization led to better margins |
India |
Deepak Agarwal |
|
| 25-Jan-2021 |
Polycab India Ltd Q3FY21: (BUY, TP: Rs 1321): In line revenue, strong recovery in B2C continues |
India |
Deepak Agarwal |
|
| 25-Jan-2021 |
PC - Strategy: Budget Preview - Pro-Growth budget; Infra and local manufacturing focus with fiscal consolidation |
India |
Anjali Verma |
|
| 25-Jan-2021 |
Indian Bank (INBK IN) - Well poised to grow post-merger |
India |
Manish Agarwalla |
|
| 24-Jan-2021 |
UltraTech Cement - Maintain BUY (PO Rs6,500 |
India |
Vaibhav Agarwal |
|
| 24-Jan-2021 |
DCB Bank (DCBB IN) - Bumpy ride ahead |
India |
Manish Agarwalla |
|
| 24-Jan-2021 |
HDFCLife Insurance (HDFCLIFE): Strong growth momentum continues |
India |
Sujal Kumar |
|
| 24-Jan-2021 |
SBI Life Insurance (SBILIFE): Risk reward remains attractive |
India |
Sujal Kumar |
|
| 23-Jan-2021 |
NBFC Sector Update - Arbitrage with banks narrowing; benefits outweigh short-term negatives |
India |
Pradeep Agrawal |
|
| 23-Jan-2021 |
Biocon (BIOS IN) - Hurt by Covid-led staggered penetration of Biosimilars; Maintain BUY with TP Rs475 |
India |
Surya Patra |
|
| 23-Jan-2021 |
SRF Ltd (SRF IN) - Temporary benefits of packaging biz is on the wane; Maintain Neutral with TP Rs 5000 |
India |
Surya Patra |
|
| 23-Jan-2021 |
JSW Steel Q3FY21: Exceeds expectations; Looks fairly valued at present (Upgrade to Neutral) |
India |
Vikash Singh |
|
| 23-Jan-2021 |
Indo Count 3QFY21 Update: Weaving growth story Maintain Neutral |
India |
Vikash Singh |
|
| 22-Jan-2021 |
Jindal Steel & Pwer Q3FY21: Stellar performance; Debt reduction is on track (Maintain Buy) |
India |
Vikash Singh |
|
| 22-Jan-2021 |
Cyient 3QFY21 - Decent Results led by DLM; Weaker portfolio remains a drag - Maintain SELL |
India |
Karan Uppal |
|
| 22-Jan-2021 |
Mphasis 3QFY21 - Decent Results – Derisking of profile continues; Maintain BUY |
India |
Karan Uppal |
|
| 22-Jan-2021 |
Bajaj Auto (BJAUT IN) - Q3FY21 update - High performance with plenty in reserve - Upgrade to Buy |
India |
Saksham Kaushal |
|
| 22-Jan-2021 |
Kajaria Ceramics Ltd: Q3FY21: (BUY, TP: Rs 951): Morbi focusing on exports, KJE gaining share in the domestic marke |
India |
Deepak Agarwal |
|
| 21-Jan-2021 |
Havells India Ltd: Q3FY21: (BUY, TP: Rs 1236): Market-share gains, cost trims – led to better margins |
India |
Deepak Agarwal |
|
| 21-Jan-2021 |
Asian Paints Q3FY21: Comeback with a bang , Maintain Neutral |
India |
Vishal Gutka |
|
| 21-Jan-2021 |
Agrotech Foods Q3FY21: Food business on a roll ! - Maintain BUY |
India |
Vishal Gutka |
|
| 21-Jan-2021 |
LTTS 3QFY21: Strong Results, Guidance Upgraded, Valuations expensive |
India |
Vibhor Singhal |
|
| 20-Jan-2021 |
PC - Economy Resumption Tracker (19th Jan): Consistent progress in growth |
India |
Anjali Verma |
|
| 20-Jan-2021 |
Hindustan Zinc Q3FY21: Upside limited now; Dividend yield only reason to hold (Downgrade to Sell) |
India |
Vikash Singh |
|
| 20-Jan-2021 |
HDFC Asset Management (HDFCAMC IN): Operating performance continue to improve sequentially |
India |
Sujal Kumar |
|
| 20-Jan-2021 |
CEAT Ltd (CEAT IN) - Q3FY21 Update - Strong performance, Input costs remain a risk - Maintain Neutral |
India |
Saksham Kaushal |
|
| 20-Jan-2021 |
Sector update: Business Services - Data points on formalisation and PLI supportive of our thesis |
India |
Jonas Bhutta |
|
| 20-Jan-2021 |
LTI Q3FY21 - Strong results, Bright outlook – But all is priced in - Maintain NEUTRAL |
India |
Vibhor Singhal |
|
| 20-Jan-2021 |
Gateway Distriparks 3QFY21 Update - Strong margin recovery Maintain BUY |
India |
Vikram Suryavanshi |
|
| 20-Jan-2021 |
ICICI Lombard - Underwriting loss compensated by higher investment yield |
India |
Sujal Kumar |
|
| 19-Jan-2021 |
IRB Infrastructure Q3FY21 - Decent results; Toll collections rebound – Valuations inexpensive |
India |
Vibhor Singhal |
|
| 18-Jan-2021 |
Mindtree Q3FY21 - Strong results; Margins expansion thesis playing out to perfection; Maintain BUY |
India |
Vibhor Singhal |
|
| 18-Jan-2021 |
Orient Electric Ltd (BUY; TP: 300) Company Update: Coming out stronger from Covid |
India |
Deepak Agarwal |
|
| 18-Jan-2021 |
Shoppers Stop (STOP IN): Expect complete revenue recovery by Q2FY22 |
India |
Ankit Kedia |
|
| 18-Jan-2021 |
Indian Railway Finance Corp. IPO Note - On track with Indian Railways’ growth - Subscribe |
India |
Pradeep Agrawal |
|
| 17-Jan-2021 |
HDFC Bank (HDFCB IN) - Coming out stronger in Post covid world |
India |
Manish Agarwalla |
|
| 15-Jan-2021 |
HCL Tech Q3FY21 - Decent performance; Inexpensive valuations – maintain BUY |
India |
Vibhor Singhal |
|
| 14-Jan-2021 |
Infosys 3QFY21 - And the juggernaut rolls on – Another strong performance - Maintain BUY |
India |
Vibhor Singhal |
|
| 14-Jan-2021 |
Wipro 3QFY21 - Strong performance; Decent guidance ... Getting there … – Maintain NEUTRAL |
India |
Vibhor Singhal |
|
| 14-Jan-2021 |
FY22 Budget Preview : Well managed FY21; FY22 Budget will be icing on the cake |
India |
Anjali Verma |
|
| 13-Jan-2021 |
Economy Resumption Tracker (12th Jan): Stable growth with improvement in mobility |
India |
Anjali Verma |
|
| 12-Jan-2021 |
IT Services - ISG 4QCY20: Strong Deal Flow Momentum Continues, Decent CY21 Guidance |
India |
Vibhor Singhal |
|
| 12-Jan-2021 |
CPI moderates considerably; IIP turned negative, marred by high base |
India |
Anjali Verma |
|
| 08-Jan-2021 |
TCS 3QFY21 - Strong show overall, premium valuations here to stay - Maintain BUY |
India |
Vibhor Singhal |
|
| 08-Jan-2021 |
Consumer & Retail: Q3FY21 Results Preview : Healthy operating performance on favourable base, strong festive season and pent-up demand |
India |
Vishal Gutka |
|
| 08-Jan-2021 |
Somany Ceramics Ltd (BUY; TP: 462) Company Update: Industry tailwinds to lead strong performanc |
India |
Deepak Agarwal |
|
| 07-Jan-2021 |
PC - Strategy: Q3FY21 Results Preview - Earnings growth robust; revenues also trend higher |
India |
Anjali Verma |
|
| 07-Jan-2021 |
Infrastructure Sector Report - EPC Sector: Trinity 2.0 at work - |
India |
Vibhor Singhal |
|
| 07-Jan-2021 |
Financials- Q3FY21 Results Preview: Business growth gaining momentum |
India |
Manish Agarwalla |
|
| 07-Jan-2021 |
Consumer electricals - Q3FY21 Results Preview: Cranking up the voltage |
India |
Deepak Agarwal |
|
| 07-Jan-2021 |
Agriculture Inputs: Q3FY21 Preview: Faces continued demand momentum |
India |
Deepak Chitroda |
|
| 06-Jan-2021 |
Specialty Chemicals Q3FY21 Preview: Another muted quarter; Negative biased on SRF, VO, ATLP |
India |
Surya Patra |
|
| 06-Jan-2021 |
Pharma Q3FY21 Preview: Robust exports drive value growth: Top Picks - SUNP, CIPLA, CDH, IPCA, ARBP |
India |
Surya Patra |
|
| 06-Jan-2021 |
PC Metals - Q3FY21 results preview |
India |
Vikash Singh |
|
| 06-Jan-2021 |
Shipping freight rate update - recovery from low base in December 202 |
India |
Vikram Suryavanshi |
|
| 06-Jan-2021 |
PC - Economy Resumption Tracker (5th Jan): Stable growth phase across indicators |
India |
Anjali Verma |
|
| 04-Jan-2021 |
Macro & Strategy: Liquidity and government policies aiding economy and financial markets |
India |
Anjali Verma |
|
| 04-Jan-2021 |
IT Services: Q3FY21 Preview: Seasonality dwarfed by Growth Momentum |
India |
Vibhor Singhal |
|
| 03-Jan-2021 |
Capital Goods & Engineering - CMIE capex data – continues to remain weak. Initial signs of PLI linked uptick visible |
India |
Jonas Bhutta |
|
| 03-Jan-2021 |
Mahindra & Mahindra (MM IN) - Company Update - What you don’t get is even better sometimes! - Maintain Buy |
India |
Saksham Kaushal |
|
| 31-Dec-2020 |
Balance of Payment: Record high BoP surplus; CAS to persist in FY22 |
India |
Anjali Verma |
|
| 30-Dec-2020 |
Economy Resumption Tracker (29th Dec): Stability in growth; mobility improved |
India |
Anjali Verma |
|
| 25-Dec-2020 |
Crompton Greaves Consumer Electricals Ltd. (CROMPTON IN) - Higher focus on market share - BUY; TP: Rs 433 Initiating Coverage |
India |
Deepak Agarwal |
|
| 23-Dec-2020 |
PC - Economy Resumption Tracker (22nd Dec): Normalised growth levels sustaining ( |
India |
Anjali Verma |
|
| 23-Dec-2020 |
Business Services - As India gets to work… |
India |
Jonas Bhutta |
|
| 18-Dec-2020 |
Godrej Consumer: Company Update: Headed for healthy & Hygienic future - Maintain BUY |
India |
Vishal Gutka |
|
| 18-Dec-2020 |
Colgate Palmolive: Company Update:Interesting innovations, but not enough to move the needle - Maintain SELL |
India |
Vishal Gutka |
|
| 17-Dec-2020 |
Accenture 1QFY21: Strong Results & Bookings; Expects high growth in H2FY21 |
India |
Vibhor Singhal |
|
| 17-Dec-2020 |
Metals and Pipes Conference |
India |
Vikash Singh |
|
| 17-Dec-2020 |
Strategy: Corporate Cost Structure: Operating margins to normalise, interest cost benefits to sustain |
India |
Anjali Verma |
|
| 16-Dec-2020 |
Economy Resumption Tracker (15th Dec): Stable growth; weak mobility |
India |
Anjali Verma |
|
| 15-Dec-2020 |
CPI : Remains elevated; Muted rise in food inflation |
India |
Anjali Verma |
|
| 14-Dec-2020 |
Cipla - Revlimid settlement boosts US outlook; Upgrade to BUY with raised TP of Rs 1040 |
India |
Surya Patra |
|
| 14-Dec-2020 |
Logistics monthly update - Major Ports and Container rail volume |
India |
Vikram Suryavanshi |
|
| 11-Dec-2020 |
UPL Ltd: Company Update: Allegations are baseless but the business outlook is robust |
India |
Deepak Chitroda |
|
| 11-Dec-2020 |
IT Services - 2020 Analyst meets– Cloud and Large Deals all across |
India |
Vibhor Singhal |
|
| 11-Dec-2020 |
Industrial Output: Higher production and favourable base effect = Decent IIP |
India |
Anjali Verma |
|
| 11-Dec-2020 |
Emami Ltd: Company Update: Near-term outperformance to outweigh structural concerns - Upgrade to BUY |
India |
Vishal Gutka |
|
| 09-Dec-2020 |
Life Insurance- Initiating Coverage: Shifting gears for the next phase of growth |
India |
Sujal Kumar |
|
| 08-Dec-2020 |
Agro Tech Foods - Company Update: Foods – Key anchor for driving growth - Maintain BUY |
India |
Vishal Gutka |
|
| 04-Dec-2020 |
RBI Policy: Inflation targets raised; Still promising sufficient liquidity |
India |
Anjali Verma |
|
| 03-Dec-2020 |
Economy Resumption Tracker (1st Dec): Stable to weak industrial and mobility indicators |
India |
Anjali Verma |
|
| 03-Dec-2020 |
Capital Goods - Midway check on government capex, points to a subdued 2H |
India |
Jonas Bhutta |
|
| 02-Dec-2020 |
Financials: Banks well equipped for a time like this |
India |
Manish Agarwalla |
|
| 01-Dec-2020 |
Macro & Strategy: Liquidity! Liquidity! – Aiding economy and financial markets |
India |
Anjali Verma |
|
| 01-Dec-2020 |
Sun Pharma - US specialty progress to re-rate; BUY with TP Rs 600 |
India |
Surya Patra |
|
| 01-Dec-2020 |
PC Metals - Monthly Wrap November 2020 |
India |
Vikash Singh |
|
| 27-Nov-2020 |
Siemens India (SIEM IN) - Thematically it makes sense but valuations don’t… |
India |
Jonas Bhutta |
|
| 27-Nov-2020 |
Q2FY21 GDP : Investments fared better than consumption; FY21E GDP retained at -5% to -7% |
India |
Anjali Verma |
|
| 25-Nov-2020 |
Economy Resumption Tracker (24th Nov): Weaker/ Stable industrial and mobility indicators |
India |
Anjali Verma |
|
| 23-Nov-2020 |
Engineers India (ENGR IN) - Buyback – a step in the right direction, still offers deep value |
India |
Jonas Bhutta |
|
| 22-Nov-2020 |
RBI on ownership of Pvt Banks |
India |
Manish Agarwalla |
|
| 22-Nov-2020 |
KDDL 2QFY21 Update - Strong online presence to support Maintain BUY |
India |
Vikash Singh |
|
| 20-Nov-2020 |
Cochin Shipyard (COCHIN IN) - Overall a weak show |
India |
Jonas Bhutta |
|
| 20-Nov-2020 |
Finolex Cables Ltd (BUY; TP: Rs 365): On the path to recovery, balance sheet remains strong |
India |
Deepak Agarwal |
|
| 19-Nov-2020 |
Infrastructure - The ‘order-book-keeper’ – Strong foundation for FY22 and beyond |
India |
Vibhor Singhal |
|
| 19-Nov-2020 |
Bharat Electronics (BHE IN) - Takeaways from analyst meet: Decisive commentary on growth |
India |
Jonas Bhutta |
|
| 18-Nov-2020 |
Wipro - Simplicity over Perfection – Looks promising, Execution is the key |
India |
Vibhor Singhal |
|
| 18-Nov-2020 |
Ahluwalia Contracts Q2FY21 - Mixed results; Fundamentals remain strong |
India |
Vibhor Singhal |
|
| 18-Nov-2020 |
Economy Resumption Tracker (17th Nov): Diwali holidays dragged industrial indicators; Mobility improved sharply |
India |
Anjali Verma |
|
| 18-Nov-2020 |
Logistics monthly update - Container volume improved in October 2020 |
India |
Vikram Suryavanshi |
|
| 18-Nov-2020 |
Repco Home Finance (REPCO IN) - Margin aiding profitability |
India |
Manish Agarwalla |
|
| 17-Nov-2020 |
Sadbhav Engg Q2FY21 - Execution disappoints; Valuations the only saving grace |
India |
Vibhor Singhal |
|
| 17-Nov-2020 |
PC-Strategy: Q1FY21 Earnings Review: Earnings beat across sectors, debt pared down |
India |
Anjali Verma |
|
| 14-Nov-2020 |
Shree Cement - Maintain Buy (PO Rs28,000 |
India |
Vaibhav Agarwal |
|
| 14-Nov-2020 |
JK Cement - Maintain BUY (PO Rs2,900) |
India |
Vaibhav Agarwal |
|
| 14-Nov-2020 |
Sanghi Industries (Maintain BUY: PO Rs45) |
India |
Vaibhav Agarwal |
|
| 14-Nov-2020 |
Mangalam Cement (Maintain BUY: PO Rs280 |
India |
Vaibhav Agarwal |
|
| 14-Nov-2020 |
Star Cement (Maintain Buy: PO Rs105 |
India |
Vaibhav Agarwal |
|
| 14-Nov-2020 |
Camlin Fine Sciences - Strategic backward integration drives rapid value growth: BUY with raised TP Rs 170: |
India |
Surya Patra |
|
| 14-Nov-2020 |
2QFY21 Phoenix Mills Results:Consumption on recovery path; retail revenue remains laggard, Maintain BUY |
India |
Dhawal Somaiya |
|
| 14-Nov-2020 |
Tata Steel 2QFY21: Strong domestic business to drive earnings; possible deal in Europe to further tame the debt (Maintain Buy) |
India |
Vikash Singh |
|
| 14-Nov-2020 |
Pennar Industries 2QFY21 Update - Expanding in design solutions Maintain BUY |
India |
Vikram Suryavanshi |
|
| 13-Nov-2020 |
IRB Infrastructure Q2FY21 - Muted results; Limited near-term upside potentia |
India |
Vibhor Singhal |
|
| 13-Nov-2020 |
KNR Constr Q2FY21 - Strong results; Balance sheet improves further |
India |
Vibhor Singhal |
|
| 13-Nov-2020 |
Aurobindo Pharma - Steady value growth continues; Maintain BUY with TP Rs 110 |
India |
Surya Patra |
|
| 12-Nov-2020 |
CPI now causing concern; IIP turned positive sooner than expected |
India |
Anjali Verma |
|
| 12-Nov-2020 |
Ashoka Buildcon Q2FY21 - Strong results; Strong Fundamentals – Overhang of McQ exit remains |
India |
Vibhor Singhal |
|
| 12-Nov-2020 |
ITD Cementation Q2FY21 - And the ‘hits’ just keep on coming |
India |
Vibhor Singhal |
|
| 12-Nov-2020 |
VA Tech Wabag (VATW IN) - NWC intensity still unreasonably high though cut in debt is a positive |
India |
Jonas Bhutta |
|
| 12-Nov-2020 |
Jubilant Foodworks 2QFY21 - Coming back to normalcy : Maintain BUY |
India |
Vishal Gutka |
|
| 12-Nov-2020 |
LIC Housing Finance (LICHF IN)- Business gaining momentum |
India |
Manish Agarwalla |
|
| 12-Nov-2020 |
NALCO 2QFY21: Outlook improving; Strong cash balance to support stock (Upgrade to Buy) |
India |
Vikash Singh |
|
| 12-Nov-2020 |
Bharat Forge (BHFC IN) - Q2FY21 update - Holding steady - Maintain Buy |
India |
Saksham Kaushal |
|
| 12-Nov-2020 |
Aarti Industries - Mid-term growth outlook remains strong; Maintain BUY with TP Rs 1200: |
India |
Surya Patra |
|
| 11-Nov-2020 |
Economy Resumption Tracker (10th Nov): Sustaining growth trends |
India |
Anjali Verma |
|
| 11-Nov-2020 |
Atmanirbhar Bharat: More PLI schemes to incentivise domestic manufacturing/exports |
India |
Anjali Verma |
|
| 11-Nov-2020 |
GE T&D India (GETD IN) - On the path to recovery. Pick up in orders is key |
India |
Jonas Bhutta |
|
| 11-Nov-2020 |
NMDC 2QFY21: Supply tightness to drive earnings; Levy overhang largely priced in (Maintain Buy |
India |
Vikash Singh |
|
| 11-Nov-2020 |
V-Mart Retail: Best revenue recovery across fashion retailers |
India |
Ankit Kedia |
|
| 11-Nov-2020 |
Endurance Technologies (ENDU IN) - Q2FY21 update - Cushioning the bumpy ride - Maintain BUY |
India |
Amar Kant Gaur |
|
| 10-Nov-2020 |
Mahindra & Mahindra (MM IN) - Q2FY21 Update - Mastering the tough terrain - Maintain Buy |
India |
Saksham Kaushal |
|
| 10-Nov-2020 |
Hindalco 2QFY21: Exceed expectations; deleveraging story staging a comeback (Maintain Buy |
India |
Vikash Singh |
|
| 10-Nov-2020 |
Allcargo Logistics 2QFY21 - De-listing in process Maintain Neutral |
India |
Vikash Singh |
|
| 10-Nov-2020 |
Bharat Electronics (BHE IN) - Is its ownership its only handicap? |
India |
Jonas Bhutta |
|
| 10-Nov-2020 |
Voltas Ltd (BUY; TP: Rs 873): Rising in dark times; continues to gain market share |
India |
Deepak Agarwal |
|
| 10-Nov-2020 |
Sobha Q2FY21:Strong recovery in residential; contractual and manufacturing stay sluggish; Maintain BUY; |
India |
Dhawal Somaiya |
|
| 10-Nov-2020 |
Ashok Leyland (AL IN) - Q2FY21 update - Better, though not enough - Maintain Neutral |
India |
Saksham Kaushal |
|
| 10-Nov-2020 |
Magma Fincorp Q2FY21 - Lower costs drive margin expansion; Collection efficiency improves |
India |
Pradeep Agrawal |
|
| 09-Nov-2020 |
SAIL 2QFY21: Maintained positive outlook (Buy) |
India |
Vikash Singh |
|
| 09-Nov-2020 |
IPCA Laboratories - All set for multi-year value growth; BUY with raised TP Rs 2650 |
India |
Surya Patra |
|
| 09-Nov-2020 |
VRL Logistics 2QFY21 Update : Recovery in the fast lane Maintain BUY |
India |
Vikram Suryavanshi |
|
| 09-Nov-2020 |
JK Lakshmi Cement: Maintain BUY (PO Rs370 |
India |
Vaibhav Agarwal |
|
| 09-Nov-2020 |
The India Cements Ltd. (Maintain BUY; PO Rs 170) |
India |
Vaibhav Agarwal |
|
| 09-Nov-2020 |
Dalmia Bharat Ltd. (Maintain BUY: PO Rs1,400) |
India |
Vaibhav Agarwal |
|
| 09-Nov-2020 |
Somany Ceramics Ltd (BUY; TP: Rs 330): Industry tailwinds led to strong performance |
India |
Deepak Agarwal |
|
| 09-Nov-2020 |
Aditya Birla Fashion & Retail (ABFRL IN): Steep cost saving, balance sheet improvement a positive |
India |
Ankit Kedia |
|
| 09-Nov-2020 |
Divi’s Laboratories - New capacity expansions provides multi-year growth visibility; Upgrade to BUY with TP Rs 4000 |
India |
Surya Patra |
|
| 09-Nov-2020 |
Concor 2QFY21 Update: Overhang of land license fees continues Maintain BUY |
India |
Vikram Suryavanshi |
|
| 07-Nov-2020 |
Chambal Fertilisers & Chemicals Ltd: Q2FY21 Result: Operating outperformance continues |
India |
Deepak Chitroda |
|
| 07-Nov-2020 |
Vinati Organics - Demand issues for ATBS hurts earnings; Maintain Neutral with TP Rs 1000 |
India |
Surya Patra |
|
| 07-Nov-2020 |
Vedanta Ltd Q2FY21: Operating performance to improve; Cautious on Debt/ICD`s (Maintain Buy) |
India |
Vikash Singh |
|
| 07-Nov-2020 |
Cipla - Covid portfolio surprised positively; Maintain Neutral with TP Rs 760 |
India |
Surya Patra |
|
| 06-Nov-2020 |
Emami Ltd 2QFY21: Narrative turns favourable; now sustainability matters - Maintain Neutral |
India |
Vishal Gutka |
|
| 06-Nov-2020 |
ITC Limited Q2FY21: Reasonable margin of safety despite headwinds - Maintain BUY |
India |
Vishal Gutka |
|
| 06-Nov-2020 |
TRENT (Neutral): Disappointment in gross margins |
India |
Ankit Kedia |
|
| 06-Nov-2020 |
SRF Ltd (SRF IN) - Riding on the temporary benefits of packaging biz; Maintain Neutral with TP Rs 4400 |
India |
Surya Patra |
|
| 06-Nov-2020 |
Bajaj Electricals Ltd (BUY; TP: 677) Q2FY21: Strong recovery in CD; balance-sheet strengthening continues |
India |
Deepak Agarwal |
|
| 06-Nov-2020 |
Thermax (TMX IN) - Robust cash management but a weak operating performance |
India |
Jonas Bhutta |
|
| 06-Nov-2020 |
KEC International (KECI IN) - On a roll with a long run way for growth |
India |
Jonas Bhutta |
|
| 06-Nov-2020 |
ABB India (ABB IN) - Margin led beat to estimates. Pick up in orders is a key moniterable |
India |
Jonas Bhutta |
|
| 06-Nov-2020 |
Kalpataru Power (KPP IN) - Delivered on all parameters. Group’s financial deleveraging the only catalyst |
India |
Jonas Bhutta |
|
| 06-Nov-2020 |
Lupin - Likely to see gradual recovery in profitability; Maintain Neutral with TP Rs 90 |
India |
Surya Patra |
|
| 05-Nov-2020 |
Equities and economy – In festive cheer! |
India |
Anjali Verma |
|
| 05-Nov-2020 |
Praj Industries 2QFY21 Update : Improvement in business outlook Maintain BUY |
India |
Vikram Suryavanshi |
|
| 05-Nov-2020 |
Godrej Consumer 2QFY21: Good show despite Covid-19 led supply chain disruption - Maintain BUY |
India |
Vishal Gutka |
|
| 05-Nov-2020 |
Apollo Tyres (APTY IN) - Q2FY21 update - Domestic demand drives outperformance - Maintain Neutral |
India |
Saksham Kaushal |
|
| 05-Nov-2020 |
State Bank of India (SBIN IN) - Favourable risk reward |
India |
Manish Agarwalla |
|
| 04-Nov-2020 |
Economy Resumption Tracker (3rd Nov): Not only back to pre-covid levels, its surging ahead |
India |
Anjali Verma |
|
| 04-Nov-2020 |
TCI Limited 2QFY21 Update : Benefit of multimodal network Maintain BUY |
India |
Vikram Suryavanshi |
|
| 04-Nov-2020 |
Colgate Palmolive: Company Update: Losing its smile - Maintain SELL |
India |
Vishal Gutka |
|
| 04-Nov-2020 |
Sun Pharma - Visible progress in US specialty business excites us: Upgrade to BUY with TP Rs 600 |
India |
Surya Patra |
|
| 04-Nov-2020 |
Muthoot Finance Q2FY21 - Gold price driving growth; customer base stagnant |
India |
Pradeep Agrawal |
|
| 03-Nov-2020 |
Adani Ports Q2FY21 - Decent results; Strong cargo growth and guidance - Maintain BUY |
India |
Vibhor Singhal |
|
| 03-Nov-2020 |
KEI Industries Ltd (BUY; TP: 492) Q2FY21: Capping project business, increasing focus on B2C |
India |
Deepak Agarwal |
|
| 03-Nov-2020 |
PNC Infratech Q2FY21 - Decent results; along expectations – Remains our top pick |
India |
Vibhor Singhal |
|
| 03-Nov-2020 |
Coromandel International Ltd: Q2FY21 Result: Strong operating performance |
India |
Deepak Chitroda |
|
| 03-Nov-2020 |
Godrej Properties Q2FY21:Sales slow down as subvention phases out; cashflow lags;downgrade to NEUTRA |
India |
Dhawal Somaiya |
|
| 03-Nov-2020 |
Dabur Q2FY21: Solid as a rock - Maintain BUY |
India |
Vishal Gutka |
|
| 03-Nov-2020 |
Shriram City Union Finance Q2FY21 - Operating performance inline; asset quality improves |
India |
Pradeep Agrawal |
|
| 03-Nov-2020 |
Cadila Healthcare - Reported robust Q2 and set to show even stronger H2: BUY with TP Rs 550 |
India |
Surya Patra |
|
| 03-Nov-2020 |
HDFC Ltd (HDFC IN) - Strong core performance |
India |
Manish Agarwalla |
|
| 03-Nov-2020 |
Escorts Ltd. (ESC IN) - Q2FY21 Update - Margins check in - Maintain Buy |
India |
Saksham Kaushal |
|
| 03-Nov-2020 |
Mahindra Logistics 2QFY21 : Recovery across segments Maintain BUY |
India |
Vikram Suryavanshi |
|
| 02-Nov-2020 |
Jindal Steel & Power Q2FY21: Good run to continue…Maintain Buy |
India |
Vikash Singh |
|
| 02-Nov-2020 |
Johnson Controls-Hitachi AC (I) Ltd (BUY; TP: 2375) Q2FY21: On the path to recovery! |
India |
Deepak Agarwal |
|
| 02-Nov-2020 |
UPL Ltd: Q2FY21 Result: Robust operating performance continues |
India |
Deepak Chitroda |
|
| 01-Nov-2020 |
ICICI Bank (ICICIBC IN) - Returning to normalised credit cost in FY22 |
India |
Manish Agarwalla |
|
| 01-Nov-2020 |
Aegis Logistics 2QFY21 update - Benefit of capex to come |
India |
Vikram Suryavanshi |
|
| 01-Nov-2020 |
DCB Bank (DCBB IN) - Bumpy ride ahead |
India |
Manish Agarwalla |
|
| 31-Oct-2020 |
Manappuram Finance Q2FY21 - Price led growth in gold loan; Non gold business continue to suffer |
India |
Pradeep Agrawal |
|
| 31-Oct-2020 |
IndusInd Bank (IIB IN) - Continue to build Covid buffer |
India |
Manish Agarwalla |
|
| 31-Oct-2020 |
Cholamandalam Finance Q2FY21 - Strong operating performance; collection efficiency close to par |
India |
Pradeep Agrawal |
|
| 31-Oct-2020 |
Cummins India (KKC IN) - Sustainability of exports and margins are key moniterable |
India |
Jonas Bhutta |
|
| 30-Oct-2020 |
Shriram Transport Finance Q2FY21 Update: Collections back to normal; highest provision buffer amongst peers |
India |
Pradeep Agrawal |
|
| 30-Oct-2020 |
Gateway Distriparks 2QFY21 Update : In line operating performance Maintain BUY |
India |
Vikram Suryavanshi |
|
| 30-Oct-2020 |
V-Guard Industries Ltd (BUY; TP: 217) Q2FY21: Supply issues impacted performance |
India |
Deepak Agarwal |
|
| 30-Oct-2020 |
Havells India Ltd (BUY; TP: Rs 805) Q2FY21: In line revenues; cost trims led to better margins |
India |
Deepak Agarwal |
|
| 30-Oct-2020 |
Bank of Baroda (BOB IN) - Watch list continue to remain elevated |
India |
Manish Agarwalla |
|
| 29-Oct-2020 |
HeidelbergCement India (Maintain BUY: PO Rs280) |
India |
Vaibhav Agarwal |
|
| 29-Oct-2020 |
Larsen & Toubro (LT IN) - In-line performance overshadowed by write off’s and poor cash distribution |
India |
Jonas Bhutta |
|
| 29-Oct-2020 |
PI Industries Ltd: Q2FY21 Result: All eyes on inorganic growth as existing business fully valued |
India |
Deepak Chitroda |
|
| 29-Oct-2020 |
Hero MotoCorp (HMCL IN) - Q2FY21 Update - Strong momentum to continue - Maintain Buy |
India |
Saksham Kaushal |
|
| 29-Oct-2020 |
Maruti Suzuki (MSIL IN) - Q2FY21 update - Shifting into overdrive - Maintain Buy |
India |
Saksham Kaushal |
|
| 29-Oct-2020 |
Navkar Corporation - 2QFY21 Update : Volume recovery on track Upgrade to BUY |
India |
Vikram Suryavanshi |
|
| 29-Oct-2020 |
Orient Electric Ltd (BUY; TP: 245) Q2FY21: Strong operating performance with improvement in Balance Sheet |
India |
Deepak Agarwal |
|
| 29-Oct-2020 |
Axis Bank (AXSB IN) - Balance sheet strengthen further |
India |
Manish Agarwalla |
|
| 29-Oct-2020 |
Cognizant 3QCY20 - Decent Results, Guidance implies flat Q4 on furloughs |
India |
Vibhor Singhal |
|
| 28-Oct-2020 |
Dr Reddy’s Laboratories - Stable quarter; On track for strong growth ahead; Maintain BUY with TP Rs 5800 |
India |
Siam Tiyanont |
|
| 28-Oct-2020 |
Dr Reddy’s Laboratories - Stable quarter; On track for strong growth ahead; Maintain BUY with TP Rs 5800 |
India |
Surya Patra |
|
| 28-Oct-2020 |
CEAT Ltd (CEAT IN) - Q2FY21 Update - Project investments to weigh on overall performance - Maintain Neutral |
India |
Saksham Kaushal |
|
| 28-Oct-2020 |
Titan Company Q2FY21: Coming back on track - Upgrade to NEU |
India |
Vishal Gutka |
|
| 28-Oct-2020 |
Marico Q2FY21: Strong performance across business units - Maintain Neutral |
India |
Vishal Gutka |
|
| 28-Oct-2020 |
Economy Resumption Tracker (27th Oct): Steady improvement in activity |
India |
Anjali Verma |
|
| 28-Oct-2020 |
Errata: Tata Motors (TTMT IN) - Q2FY21 update - Pieces look to be falling in place - Upgrade to Buy |
India |
Saksham Kaushal |
|
| 27-Oct-2020 |
Nippon Life Asset Management (NAM IN): Cost optimisation continue to drive profitability |
India |
Sujal Kumar |
|
| 27-Oct-2020 |
M&M Financial Services Q2FY21 - Higher stressed book to keep asset quality under pressure |
India |
Pradeep Agrawal |
|
| 27-Oct-2020 |
PC Metal - Monthly Wrap |
India |
Vikash Singh |
|
| 26-Oct-2020 |
Kotak Mahindra Bank (KMB IN): Strategy shift towards asset side customer acquisition (BUY Maintain) |
India |
Manish Agarwalla |
|
| 26-Oct-2020 |
Persistent Systems 2QFY21 - Decent results; Profile remains weak; Maintain NEUTRAL |
India |
Vibhor Singhal |
|
| 26-Oct-2020 |
Godrej Consumer: Company Update: Gold Flash LV – Could it be GCPL’s pot of gold? - Maintain BUY |
India |
Vishal Gutka |
|
| 26-Oct-2020 |
Polycab India Ltd (BUY; TP: 1087) Q2FY21: In line revenue, strong recovery in B2C continues |
India |
Deepak Agarwal |
|
| 26-Oct-2020 |
ABFRL (ABFRL IN): Flipkart inflow to cut debt to zero; up omni-channel traction |
India |
Ankit Kedia |
|
| 26-Oct-2020 |
Huhtamaki PPL Ltd (BUY; TP: 390) 3QCY20: In line revenue, earnings beat expectations |
India |
Deepak Agarwal |
|
| 25-Oct-2020 |
ICICI Lombard - Continue to benefit from lower motor claim frequency - (PhillipCapital India) |
India |
Sujal Kumar |
|
| 25-Oct-2020 |
Atul Ltd - Saw smart recovery in domestic sales; Fully priced - Downgrade to Neutral with Tp Rs 6050 |
India |
Vaibhav Agarwal |
|
| 25-Oct-2020 |
Atul Ltd - Saw smart recovery in domestic sales; Fully priced - Downgrade to Neutral with Tp Rs 6050 |
India |
Surya Patra |
|
| 25-Oct-2020 |
Biocon - Poised for strong growth ahead; BUY with TP Rs 500 |
India |
Surya Patra |
|
| 23-Oct-2020 |
Nestle India Q3CY20: Riding on “Packaged foods” bandwagon - Maintain BUY |
India |
Vikash Singh |
|
| 23-Oct-2020 |
JSW Steel Q2FY21: Positives priced in; expensive valuations (Downgrade to Sell) |
India |
Vikash Singh |
|
| 23-Oct-2020 |
TechM 2QFY21 - Decent results – Outlook remains uncertain |
India |
Vibhor Singhal |
|
| 23-Oct-2020 |
MPC Minutes: Reviving growth – a priority; Further monetary easing likely |
India |
Anjali Verma |
|
| 23-Oct-2020 |
Mphasis 2QFY21 - Strong results, Record deal wins – profile continues to derisk; Maintain BUY |
India |
Vibhor Singhal |
|
| 23-Oct-2020 |
UltraTech Cement: Maintain BUY (PO Rs5,800) |
India |
Vaibhav Agarwal |
|
| 23-Oct-2020 |
Coforge (NIIT Tech) 2QFY21 - Strong results; Aggressive guidance – Valuations expensive |
India |
Vibhor Singhal |
|
| 23-Oct-2020 |
HDFC Asset Management (HDFCAMC IN): Focus to remain on Investment performance and Cost savings |
India |
Sujal Kumar |
|
| 23-Oct-2020 |
Indian Bank (INBK IN) - Overall Strong Performance |
India |
Manish Agarwalla |
|
| 22-Oct-2020 |
Indo Count 2QFY21 Update : Strong volume recovery Maintain Neutral |
India |
Vikram Suryavanshi |
|
| 22-Oct-2020 |
Agro Tech Foods Q2FY21: Higher inflation played spoil sport - Maintain BUY |
India |
Vishal Gutka |
|
| 22-Oct-2020 |
Asian Paints Q2FY21: Strong and solid show, Upgrade to Neutral |
India |
Vishal Gutka |
|
| 22-Oct-2020 |
Bajaj Auto (BJAUT IN) - Q2FY21 Update - Cost savings drive strong performance - Maintain Neutral |
India |
Saksham Kaushal |
|
| 21-Oct-2020 |
Colgate Palmolive Q2FY21: Benign input costs and reduction in ad spends drives bea |
India |
Vishal Gutka |
|
| 21-Oct-2020 |
L&T Infotech 2QFY21 - Inline results, Modest 2H outlook, Valuations complete |
India |
Vibhor Singhal |
|
| 21-Oct-2020 |
Colgate Palmolive Q2FY21: Benign input costs and reduction in ad spends drives bea |
India |
Vishal Gutka |
|
| 21-Oct-2020 |
Economy Resumption Tracker (20th Oct): Growth trends stabilizing in some segments, others to trend higher |
India |
Anjali Verma |
|
| 21-Oct-2020 |
Kajaria Ceramics Ltd (BUY; TP: 663) 2QFY21: Benefiting from higher Morbi exports & lower cost |
India |
Deepak Agarwal |
|
| 20-Oct-2020 |
Hindustan Zinc Q2FY21: Dividend came through; Upside potential limited now (Downgrade to Neutral) |
India |
Vikash Singh |
|
| 20-Oct-2020 |
Britannia Industries Q2FY21: Volume growth momentum decelerates - Maintain Buy |
India |
Vishal Gutka |
|
| 20-Oct-2020 |
HUL Q2FY21: Better days ahead - Maintain BUY |
India |
Vishal Gutka |
|
| 20-Oct-2020 |
PC Metals - Coal auction – Tepid response despite relaxed rules |
India |
Vikash Singh |
|
| 20-Oct-2020 |
L&T Tech 2QFY21: Results meet expectations; Concerns over weak macro remai |
India |
Vibhor Singhal |
|
| 19-Oct-2020 |
ACC Ltd. (Maintain Neutral - PO Rs1,420): |
India |
Vaibhav Agarwal |
|
| 19-Oct-2020 |
Bajaj Consumer: Q2FY21: Newer SKUs and Amla led the topline growth - Maintain SELL |
India |
Vishal Gutka |
|
| 19-Oct-2020 |
Oberoi Q2FY21 results: Stronger than expected bounce back and planned new launches improve visibility; Upgrade to BUY |
India |
Dhawal Somaiya |
|
| 19-Oct-2020 |
Shoppers Stop (STOP IN) :Slow and disappointing pace of sales recovery |
India |
Ankit Kedia |
|
| 18-Oct-2020 |
HDFC Bank (HDFCB IN) - Coming out stronger Post lockdown |
India |
Manish Agarwalla |
|
| 16-Oct-2020 |
HCL Tech Q2FY21 - Strong performance; Inexpensive valuations – maintain BUY |
India |
Vibhor Singhal |
|
| 16-Oct-2020 |
Cyient 2QFY21 - Meets expectations, weaker portfolio to remain a drag - Maintain SELL |
India |
Vibhor Singhal |
|
| 15-Oct-2020 |
Mindtree Q2FY21 - In line results; Margins expansion thesis playing out to perfection; Maintain BUY |
India |
Vibhor Singhal |
|
| 15-Oct-2020 |
Infosys 2QFY21 - Strong all-round performance; Valuation gap with TCS to narrow - Maintain BUY |
India |
Vibhor Singhal |
|
| 14-Oct-2020 |
Economy Resumption Tracker (13th Oct): Steady improvement in activity |
India |
Anjali Verma |
|
| 13-Oct-2020 |
Wipro 2QFY21 - In line results; Decent Guidance – all’s priced in – Maintain NEUTRAL |
India |
Vibhor Singhal |
|
| 13-Oct-2020 |
Cadila Healthcare - Innovation-led growth on all fronts; BUY with TP Rs 550 and potential upside from Covid portfolio further |
India |
Surya Patra |
|
| 12-Oct-2020 |
CPI unexpectedly inched up; IIP remained weak |
India |
Anjali Verma |
|
| 09-Oct-2020 |
Logistics monthly update - Major Ports and Container rail volume |
India |
Vikram Suryavanshi |
|
| 09-Oct-2020 |
RBI Policy: Monetary stimulus without moving the rates, which are yet to come.. |
India |
Anjali Verma |
|
| 08-Oct-2020 |
IT Services - Deal Monitor: ISG 3QCY20 - Deal flow recovers, as expected; CY20 outlook upgraded |
India |
Vibhor Singhal |
|
| 08-Oct-2020 |
Mahindra & Mahindra (MM IN) - Company Update - Thar: A ‘Classic’ moment for M&M - Maintain Buy |
India |
Saksham Kaushal |
|
| 08-Oct-2020 |
TCS 2QFY21 - Beat on all fronts; Cautiously optimistic near-term outlook - Maintain BUY |
India |
Vibhor Singhal |
|
| 07-Oct-2020 |
Consumer & Retail: Q2FY21 Results Preview : On the path to recovery |
India |
Vishal Gutka |
|
| 07-Oct-2020 |
PC Metals - Q2FY21 Results Preview - Higher volumes +Better realisations = Sharp recovery |
India |
Vikash Singh |
|
| 07-Oct-2020 |
Economy Resumption Tracker (6th Oct): Activity continue to strengthen |
India |
Anjali Verma |
|
| 07-Oct-2020 |
PC-Strategy: Q2FY21 Results Preview - Broad-based Operating recovery |
India |
Anjali Verma |
|
| 07-Oct-2020 |
Consumer Electricals Q2FY21 Results Preview: Covid-19 to test negative |
India |
Deepak Agarwal |
|
| 06-Oct-2020 |
Macro & Strategy: PC India Index back to pre-covid levels, Broader improvement or stability |
India |
Anjali Verma |
|
| 06-Oct-2020 |
Financials- Q2FY21 Results Preview: Muted Quarter |
India |
Manish Agarwalla |
|
| 05-Oct-2020 |
PC Metals - Vedanta Ltd - De-listing in the last leg (Maintain Buy |
India |
Vikash Singh |
|
| 05-Oct-2020 |
Agriculture Inputs Sector: Q2FY21 Preview: Enjoying the benefits of a strong kharif season |
India |
Deepak Chitroda |
|
| 04-Oct-2020 |
Specialty Chemicals Q2FY21 Preview: Recovering from Covid led disruptions |
India |
Surya Patra |
|
| 04-Oct-2020 |
Pharma Preview - Q2FY21: Strong export momentum complements; Top Pick - CDH, IPCA & ARBP: |
India |
Surya Patra |
|
| 03-Oct-2020 |
Capital Goods & Engineering - CMIE capex data – weak as expected. Lookout for PLI related projects to drive announcements in ensuing quarters |
India |
Jonas Bhutta |
|
| 02-Oct-2020 |
IT Services - Q2FY21 Preview: Strong quarter, with multitude of tailwinds |
India |
Vibhor Singhal |
|
| 01-Oct-2020 |
PC-Strategy: Corporate Cost Structure in Pandemic: Operating margins to weaken going ahead |
India |
Anjali Verma |
|
| 30-Sep-2020 |
Economy Resumption Tracker (29th Sep): Recovery momentum trending up |
India |
Anjali Verma |
|
| 30-Sep-2020 |
Balance of Payment: Healthy current and BoP Surplus |
India |
Anjali Verma |
|
| 28-Sep-2020 |
PC - Metals monthly wrap |
India |
Vikash Singh |
|
| 27-Sep-2020 |
IPO Note: Mazagon Dock Shipbuilders Ltd - IPO valuations are at a deep discount to fair value |
India |
Jonas Bhutta |
|
| 25-Sep-2020 |
Agro Tech Foods - Company Update: Foods story unfolding - Maintain BUY |
India |
Vikash Singh |
|
| 24-Sep-2020 |
Accenture 4QFY20: Decent Results, Strong Bookings; Expects high growth in H2FY21 |
India |
Vibhor Singhal |
|
| 23-Sep-2020 |
Hexaware Technologies - Barings accepts Rs 475/share as the delisting price - Maintain NEUTRAL |
India |
Vibhor Singhal |
|
| 23-Sep-2020 |
Economy Resumption Tracker (22nd Sep): Recovery gained momentum |
India |
Anjali Verma |
|
| 22-Sep-2020 |
Camlin Fine Sciences - Greenfield diphenol plant to drive rapid value growth (BUY Maintain) |
India |
Surya Patra |
|
| 20-Sep-2020 |
Computer Age Management Services Ltd (CAMS) - Playing a critical role in the mutual funds value chain |
India |
Sujal Kumar |
|
| 18-Sep-2020 |
Huhtamaki PPL Ltd. (HPPL IN) - Initiating Coverage - Packaging the growth of FMCG companies - BUY; TP: Rs 390 |
India |
Deepak Agarwal |
|
| 18-Sep-2020 |
ITD Cementation Q1FY21 - Nothing much to cheer about – other than valautions |
India |
Vibhor Singhal |
|
| 18-Sep-2020 |
Dr Reddy’s Laboratories - Revlimid settlement comes as a big value proposition; Upgrade to BUY with TP Rs 5800 |
India |
Surya Patra |
|
| 17-Sep-2020 |
Maruti Suzuki (MSIL IN) - Company Update - Volumes to come roaring back - Maintain BUY |
India |
Saksham Kaushal |
|
| 17-Sep-2020 |
Logistics monthly update - Major Ports and Container rail volume |
India |
Vikram Suryavanshi |
|
| 16-Sep-2020 |
SAIL Q1FY21: Performance to bounce back (Maintain Buy) |
India |
Vikash Singh |
|
| 16-Sep-2020 |
Management Commentary: Preparedness for pandemic |
India |
Manish Agarwalla |
|
| 16-Sep-2020 |
Economy Resumption Tracker (15th Sep): Marching forward to pre-covid times |
India |
Anjali Verma |
|
| 15-Sep-2020 |
Cummins India (KKC IN) - Still early to call for a turn in fortunes |
India |
Jonas Bhutta |
|
| 14-Sep-2020 |
CPI : Below expectation but elevated; Softening likely |
India |
Anjali Verma |
|
| 12-Sep-2020 |
PC-Strategy: MultiCap Scheme Changes: Broader market rally to continue |
India |
Anjali Verma |
|
| 11-Sep-2020 |
BHEL (BHEL IN) - No sign of respite |
India |
Jonas Bhutta |
|
| 11-Sep-2020 |
Industrial Output: Above expectation and on the path of recovery |
India |
Anjali Verma |
|
| 10-Sep-2020 |
Agriculture Inputs Sector Update: Fertiliser companies are set to gain |
India |
Deepak Chitroda |
|
| 10-Sep-2020 |
Real Estate sector update: Pushed into the abyss again |
India |
Dhawal Somaiya |
|
| 09-Sep-2020 |
Economy Resumption Tracker (8th Sep): Recovery picks-up with unlock 4.0, nearing pre-covid levels |
India |
Anjali Verma |
|
| 09-Sep-2020 |
Infrastructure - The ‘order-book-keeper’ – Strong foundation for FY22 and beyond |
India |
Vibhor Singhal |
|
| 08-Sep-2020 |
PhillipCapital Infrastructure Conference - Key takeaways |
India |
Vibhor Singhal |
|
| 08-Sep-2020 |
Repco Home Finance (REPCO IN) - Growth remains uncertain |
India |
Manish Agarwalla |
|
| 07-Sep-2020 |
Future Lifestyle Fashions: Drop Coverage |
India |
Ankit Kedia |
|
| 07-Sep-2020 |
Macro & Strategy: Macros continue recovery, financial markets stable; July PCI near pre-covid levels |
India |
Anjali Verma |
|
| 05-Sep-2020 |
National Aluminium Q1FY21:Prices improving but outlook remained challenging (Maintain Neutral |
India |
Vikash Singh |
|
| 05-Sep-2020 |
JK Cement - Q1FY21 Update - Maintain BUY (PO Rs1,900): |
India |
Vaibhav Agarwal |
|
| 03-Sep-2020 |
http://backoffice.phillipcapital.in/Backoffice/Researchfiles/PC_-_Navkar_Q1FY21_-_Sept_2020_20200903163956.pdf |
India |
Vibhor Singhal |
|
| 02-Sep-2020 |
Economy Resumption Tracker (1st Sep): Improving Mobility; Largely stable economic activity |
India |
Anjali Verma |
|
| 01-Sep-2020 |
Biocon (BIOS IN) - Semglee launch is a critical milestone; Re-initiate with Buy and TP of Rs 500 |
India |
Surya Patra |
|
| 31-Aug-2020 |
Q1FY21 GDP : Ahead of expectation; Our FY21 GDP revised upwards to -5 to -7% |
India |
Anjali Verma |
|
| 29-Aug-2020 |
PNC Infratech Q1FY21 - Decent results; Beats expectations – Remains our top pick |
India |
Vibhor Singhal |
|
| 29-Aug-2020 |
KDDL 1QFY21 Update - Support from online presence and exclusive brands |
India |
Vikram Suryavanshi |
|
| 28-Aug-2020 |
NMDC Q1FY21: Positive outlook intact; Demerger to alleviate cash leakage problem (Maintain Buy) |
India |
Vikash Singh |
|
| 26-Aug-2020 |
PC Metals Monthly - August 2020 |
India |
Vikash Singh |
|
| 26-Aug-2020 |
Q1FY21 Earnings Review: Substantial revenue dip, cost management led to EBITDA beat; Large-caps fared better than mid-caps |
India |
Anjali Verma |
|
| 25-Aug-2020 |
LIC Housing Finance (LICHF IN) - Moratorium book remains sticky |
India |
Manish Agarwalla |
|
| 24-Aug-2020 |
IRB Infra Q1FY21 - Muted results, as expected; Limited near-term upside potential |
India |
Vibhor Singhal |
|
| 23-Aug-2020 |
ICICI Lombard (ICICIGI) - Bharti AXA: Expensive but strategically sound |
India |
Sujal Kumar |
|
| 21-Aug-2020 |
Finolex Cables Ltd (BUY; TP: 353) 1QFY21: Lockdown impacts growth, balance sheet remains strong |
India |
Deepak Agarwal |
|
| 20-Aug-2020 |
Nestle India: Company Update: Quality comes at a price - Upgrade to BUY |
India |
Vishal Gutka |
|
| 19-Aug-2020 |
KNR Construction Q1FY21 - Strong results; Balance sheet risk increasing slightly – Maintain BUY |
India |
Vibhor Singhal |
|
| 19-Aug-2020 |
Indo Count 1QFY21 Update - Improvement in challenging times Maintain Neutral |
India |
Vikram Suryavanshi |
|
| 19-Aug-2020 |
Economy Resumption Tracker (18th Aug): Monetary indicators strengthen; others are stable to weak |
India |
Anjali Verma |
|
| 19-Aug-2020 |
Muthoot Finance Q1FY21 - Higher customer attrition and lower margins impacted performance |
India |
Pradeep Agrawal |
|
| 18-Aug-2020 |
Voltas Ltd (BUY; TP: 700) 1QFY21: Rising in dark times; strong performance in RACs |
India |
Deepak Agarwal |
|
| 18-Aug-2020 |
VRL Logistics 1QFY21 Update - Impact of fixed cost bottoming out |
India |
Vikram Suryavanshi |
|
| 17-Aug-2020 |
Bajaj Electricals Ltd (BUY; TP: 565) Company Update: Reaping benefits of RREP, E&P pain is reducing |
India |
Deepak Agarwal |
|
| 17-Aug-2020 |
Logistics monthly update - Major Ports and Container rail volume |
India |
Vikram Suryavanshi |
|
| 17-Aug-2020 |
Shoppers Stop (Buy): Challenging times ahead |
India |
Ankit Kedia |
|
| 17-Aug-2020 |
Cochin Shipyard (COCHIN IN) - Delivering growth beyond FY22 will be a challenge |
India |
Jonas Bhutta |
|
| 17-Aug-2020 |
Hero MotoCorp (HMCL IN) - Q1FY21 update - Getting better - Maintain BUY |
India |
Saksham Kaushal |
|
| 17-Aug-2020 |
Endurance Technologies (ENDU IN) - Q1FY21 update - Delivering the goods - Maintain BUY |
India |
Amar Kant Gaur |
|
| 16-Aug-2020 |
Praj Industries 1QFY21 update - Improvement in order inflow Maintain BUY |
India |
Vikram Suryavanshi |
|
| 16-Aug-2020 |
Indian Bank (INBK IN) - Steering well in tough times |
India |
Manish Agarwalla |
|
| 15-Aug-2020 |
Engineers India (ENGR IN) - Deep value. Clarity on cash usage is key to unlock that value |
India |
Jonas Bhutta |
|
| 15-Aug-2020 |
Hindalco Q1FY21 result: Positives largely priced in (Maintain Buy |
India |
Vikash Singh |
|
| 14-Aug-2020 |
Tata Steel Q1FY21 result: Domestic business to bounce back; high debt capping upside potential (Maintain Buy) |
India |
Vikash Singh |
|
| 14-Aug-2020 |
GE T&D India (GETD IN) - Better than expected execution helped curtail losses |
India |
Jonas Bhutta |
|
| 14-Aug-2020 |
Ahluwalia Contracts Q1FY21 - A long overdue strong performance – beat across all fronts - Maintain BUY |
India |
Vibhor Singhal |
|
| 14-Aug-2020 |
Sanghi Industries (Maintain BUY: PO - Rs35) |
India |
Vaibhav Agarwal |
|
| 14-Aug-2020 |
TRENT (Buy): Revenue impacted by lockdown |
India |
Ankit Kedia |
|
| 14-Aug-2020 |
Shriram Transport Finance Q1FY21 Update: Improving collections and higher provisioning provides comfort |
India |
Pradeep Agrawal |
|
| 14-Aug-2020 |
ABFRL (Buy): Focus on cost rationalisation |
India |
Ankit Kedia |
|
| 14-Aug-2020 |
CPI : Remained elevated, core inflation at 17-month high |
India |
Anjali Verma |
|
| 14-Aug-2020 |
Thermax (TMX IN) - Weak orderbook impairs near term earnings visibility |
India |
Jonas Bhutta |
|
| 14-Aug-2020 |
Cummins India (KKC IN) - Cost cuts to support near term margins in absence of volumes |
India |
Jonas Bhutta |
|
| 14-Aug-2020 |
Kalpataru Power (KPP IN) - Strong show across the board |
India |
Jonas Bhutta |
|
| 14-Aug-2020 |
Aarti Industries - Hurt by Covid but confident to deliver; BUY with TP of Rs 1100: |
India |
Surya Patra |
|
| 14-Aug-2020 |
Pennar Industries 1QFY21 Update : Comfortable liquidity position for growth Maintain BUY |
India |
Vikram Suryavanshi |
|
| 14-Aug-2020 |
Ashok Leyland (AL IN) - Q1FY21 Update - Reasonable performance in weak environment - Maintain Neutral |
India |
Saksham Kaushal |
|
| 14-Aug-2020 |
Aurobindo Pharma - Helped by steady operating performance & de-leveraging; BUY with raised TP of Rs 1100 |
India |
Surya Patra |
|
| 13-Aug-2020 |
Bharat Forge (BHFC IN) - Q1FY21 update - Things beginning to look up - Upgrade to Buy |
India |
Saksham Kaushal |
|
| 12-Aug-2020 |
Ashoka Buildcon Q1FY21 - Decent results; Fundamentals strong – Overhang of McQ exit remains |
India |
Vibhor Singhal |
|
| 12-Aug-2020 |
NCC Ltd Q1FY21 - Resilient performance; Orderbook remains strong |
India |
Vibhor Singhal |
|
| 12-Aug-2020 |
Somany Ceramics Ltd (NEUTRAL; TP: 144) Q1FY21 - Volume struck by lockdown |
India |
Deepak Agarwal |
|
| 12-Aug-2020 |
Adani Ports - Q1FY21 - Decent results; depicting resilient nature of the business - Maintain BUY |
India |
Vibhor Singhal |
|
| 12-Aug-2020 |
KEC International (KECI IN) - No material impact of lockdown blues on execution and new prospects |
India |
Jonas Bhutta |
|
| 12-Aug-2020 |
Siemens India (SIEM IN) - Cost containment saved the day |
India |
Jonas Bhutta |
|
| 12-Aug-2020 |
Camlin Fine Sciences -Rapid value growth on cards; BUY with raised TP of Rs 140 |
India |
Surya Patra |
|
| 12-Aug-2020 |
IPCA Laboratories - All set for multi-year value growth; Buy with raised TP of 2360 |
India |
Surya Patra |
|
| 12-Aug-2020 |
Bajaj Electricals Ltd (BUY; TP: 563) Q1FY21 - Strong recovery in CD; balance-sheet strengthening continues |
India |
Deepak Agarwal |
|
| 12-Aug-2020 |
Shriram City Union Finance Q1FY21 - Sharp improvement in collection efficiency provides comfort |
India |
Pradeep Agrawal |
|
| 11-Aug-2020 |
Shree Cement (Maintain BUY: PO Rs24,000) |
India |
Vaibhav Agarwal |
|
| 11-Aug-2020 |
Industrial Output: Still in red; Manufacturing rebound ahead of expectation |
India |
Anjali Verma |
|
| 11-Aug-2020 |
Mangalam Cement (Buy - Upgrade: PO - Rs250 |
India |
Vaibhav Agarwal |
|
| 11-Aug-2020 |
Concor 1QFY21 Update - Overhang of land license fees in short term Maintian BUY |
India |
Vikram Suryavanshi |
|
| 11-Aug-2020 |
KEI Industries Ltd (BUY; TP: 489) Q1FY21 - Strong growth in exports; domestic business dented growth |
India |
Deepak Agarwal |
|
| 11-Aug-2020 |
Magma Fincorp Q1FY21 - Sharp reduction in Moratorium book provide comfort |
India |
Pradeep Agrawal |
|
| 11-Aug-2020 |
Atmanirbhar Bharat: Gathering pace… |
India |
Anjali Verma |
|
| 10-Aug-2020 |
Endurance Technologies (ENDU IN) - Initiating Coverage - This one’s a keeper - BUY |
India |
Amar Kant Gaur |
|
| 10-Aug-2020 |
India Defence Sector - Looks like it is for real this time |
India |
Jonas Bhutta |
|
| 10-Aug-2020 |
Cipla - All eyes on Albuterol execution in the US; Maintain Neutral with TP Rs 680 |
India |
Surya Patra |
|
| 10-Aug-2020 |
Dalmia Bharat (Maintain BUY - PO Rs1,100 |
India |
Vaibhav Agarwal |
|
| 10-Aug-2020 |
JK Lakshmi Cement (Maintain BUY - PO Rs360) |
India |
Vibhor Singhal |
|
| 10-Aug-2020 |
Kajaria Ceramics Ltd (BUY; TP: 455) Q1FY21-Lockdown dented performance |
India |
Deepak Agarwal |
|
| 10-Aug-2020 |
Divi’s Laboratories - Visible capacity expansions priced in: Neutral with TP Rs 2750 |
India |
Surya Patra |
|
| 10-Aug-2020 |
Lupin (LPC IN) - Optimism hinges on specialty drug launches; Maintain Neutral with TP Rs 780 |
India |
Surya Patra |
|
| 10-Aug-2020 |
Sobha Ltd:Recovering sales + positive cash flow = Better-than-expected FY21 (Maintain BUY) |
India |
Dhawal Somaiya |
|
| 10-Aug-2020 |
Titan Company: Q1FY21: Who moved my Profits?: Maintain SELL |
India |
Vishal Gutka |
|
| 10-Aug-2020 |
Bank of Baroda (BOB IN) - Watch list continue to remain sticky |
India |
Manish Agarwalla |
|
| 09-Aug-2020 |
DCB Bank (DCBB IN) - Bumpy ride ahead |
India |
Manish Agarwalla |
|
| 09-Aug-2020 |
Johnson Controls Hitachi AC (I) Ltd (BUY; TP: 2502) Q1FY21 - A season washout, structurally intact |
India |
Deepak Agarwal |
|
| 09-Aug-2020 |
Mahindra & Mahindra (MM IN) - Q1FY21 Update - Making good on promises - Maintain BUY |
India |
Saksham Kaushal |
|
| 07-Aug-2020 |
Emami Ltd Q1FY21: NPD’s and Zandu drives outperformance - Maintain Neutral |
India |
Vishal Gutka |
|
| 07-Aug-2020 |
Monetary Policy: A large chunk of monetary tools now stand utilised… |
India |
Anjali Verma |
|
| 07-Aug-2020 |
Apollo Tyres (APTY IN) - Q1FY21 Update - Strong replacement demand offsets OEM weakness - Maintain Neutral |
India |
Saksham Kaushal |
|
| 07-Aug-2020 |
PI Industries Ltd: Q1FY21 Result: Strong quarter but visible triggers priced-in |
India |
Deepak Chitroda |
|
| 06-Aug-2020 |
Economy Resumption Tracker (4th Aug): Recovery persists and progressing |
India |
Anjali Verma |
|
| 06-Aug-2020 |
Cadila Healthcare - Faster profitable growth ahead; BUY with TP Rs 450 |
India |
Surya Patra |
|
| 06-Aug-2020 |
Godrej Properties Q1FY21 results: Sailing strong through COVID on back of Subvention Schemes (Maintain BUY) |
India |
Dhawal Somaiya |
|
| 05-Aug-2020 |
Godrej Consumer Q1FY21: India & Indonesia business on strong footing: Upgrade to BUY |
India |
Vishal Gutka |
|
| 04-Aug-2020 |
Macro & Strategy: Financial markets bullish on FY22 and liquidity, macros recovering |
India |
Anjali Verma |
|
| 04-Aug-2020 |
VA Tech Wabag (VATW IN) - Smart improvement in OCF was a surprise |
India |
Jonas Bhutta |
|
| 03-Aug-2020 |
Future Lifestyle Fashions (FLFL IN) : High debt raises concerns |
India |
Ankit Kedia |
|
| 03-Aug-2020 |
Sun Pharma - Challenges look larger than opportunities; Downgrade to Neutral with TP Rs 550 |
India |
Surya Patra |
|
| 03-Aug-2020 |
SRF Ltd -Strong quarter but quality of earnings deteriorates; Maintain Neutral with TP Rs 3700 |
India |
Surya Patra |
|
| 03-Aug-2020 |
Vinati Organics Ltd - Smart recovery in IBB surprised earnings; Maintain Neutral with TP Rs 1000 |
India |
Surya Patra |
|
| 03-Aug-2020 |
Tata Motors (TTMT IN) - Q1FY21 Update - Sometimes it gets worse before it gets better - Maintain Neutral |
India |
Saksham Kaushal |
|
| 03-Aug-2020 |
State Bank of India (SBIN IN) - Favourable risk reward |
India |
Manish Agarwalla |
|
| 03-Aug-2020 |
UPL Ltd: Q1FY21 Result: Robust performance in difficult times |
India |
Deepak Chitroda |
|
| 03-Aug-2020 |
Gateway distriparks 1QFY21 Update - Improvement in operating performance Maintain BUY |
India |
Vikram Suryavanshi |
|
| 31-Jul-2020 |
Cholamandalam Finance Q1FY21 - Lower provisioning makes balance sheet vulnerable |
India |
Pradeep Agrawal |
|
| 31-Jul-2020 |
1QFY21 Phoenix Mills: Lockdown woes continue; long-term outlook intact; Maintain BUY |
India |
Dhawal Somaiya |
|
| 30-Jul-2020 |
HDFC Ltd (HDFC IN) -Asset quality improved; Margin lower on excess liquidity |
India |
Manish Agarwalla |
|
| 30-Jul-2020 |
Dabur Q1FY21: Healthcare and cost rationalization steals the show - Maintain BUY |
India |
Vishal Gutka |
|
| 30-Jul-2020 |
Chambal Fertilisers & Chemicals Ltd: Q1FY21 Result: Continue to outpace industry growth |
India |
Deepak Chitroda |
|
| 30-Jul-2020 |
CEAT Ltd (CEAT IN) - Q1FY21 Update - Favourable mix leads to outperformance - Maintain Neutral |
India |
Saksham Kaushal |
|
| 30-Jul-2020 |
Economy Resumption Tracker (Jul-End): Stable-weak in a period of broad-scale local lockdowns |
India |
Anjali Verma |
|
| 30-Jul-2020 |
Cognizant 2QCY20 - Muted results – as expected, Decent guidance for CY20 |
India |
Vibhor Singhal |
|
| 30-Jul-2020 |
Manappuram Finance Q1FY21 - Subsidiaries drag performance; Asset quality deteriorates |
India |
Pradeep Agrawal |
|
| 30-Jul-2020 |
Dr Reddy’s Laboratories - Visible triggers already priced in: Neutral with TP of Rs 3800 |
India |
Surya Patra |
|
| 29-Jul-2020 |
Maruti Suzuki (MSIL IN) - Quarterly Update - Shifting gears - Maintain Buy |
India |
Saksham Kaushal |
|
| 29-Jul-2020 |
Colgate Palmolive Q1FY21: Smiling back again? |
India |
Vishal Gutka |
|
| 29-Jul-2020 |
IndusInd Bank (IIB IN) - Optimistic Credit Cost guidance |
India |
Manish Agarwalla |
|
| 29-Jul-2020 |
V-Guard Industries Ltd (BUY; TP: 199) Q1FY21 -Lockdown impacted overall performance |
India |
Deepak Agarwal |
|
| 28-Jul-2020 |
UltraTech Cement (Maintain BUY: PO Rs5,400) |
India |
Vaibhav Agarwal |
|
| 28-Jul-2020 |
Hexaware Technologies 2QCY20 - Strong performance; Delisting to drive the price - Maintain NEUTRAL |
India |
Vibhor Singhal |
|
| 28-Jul-2020 |
NIIT Tech 1QFY21 - Decent results; Aggressive guidance – Valuations expensive - Maintain NEUTRAL |
India |
Vibhor Singhal |
|
| 28-Jul-2020 |
Persistent Systems 1QFY21 - Strong headline numbers; Profile remains weak; Maintain NEUTRAL |
India |
Vibhor Singhal |
|
| 28-Jul-2020 |
TechM 1QFY21 - Muted results – as expected; Outlook remains weak - Maintain SELL |
India |
Vibhor Singhal |
|
| 28-Jul-2020 |
Repco Home Finance (REPCO IN) - Growth visibility remains uncertain |
India |
Manish Agarwalla |
|
| 28-Jul-2020 |
Nippon Life Asset Management (NAM IN): Continue to gain lost grounds |
India |
Sujal Kumar |
|
| 28-Jul-2020 |
Kotak Mahindra Bank (KMB IN): Well prepared for future uncertainties (BUY Maintain) |
India |
Sujal Kumar |
|
| 28-Jul-2020 |
Orient Electric Ltd (BUY; TP: 204) Q1FY21 - Lower primary sales impacted performance |
India |
Deepak Agarwal |
|
| 28-Jul-2020 |
Escorts Ltd. (ESC IN) - Q1FY21 Update - Outperforming in weak environment - Maintain Buy |
India |
Saksham Kaushal |
|
| 28-Jul-2020 |
Havells India Ltd (BUY; TP: 649) Q1FY21 - In line revenues; cost measures resulted in better margins |
India |
Deepak Agarwal |
|
| 28-Jul-2020 |
Havells India Ltd (BUY; TP: 649) Q1FY21 - In line revenues; cost measures resulted in better margins |
India |
Vishal Gutka |
|
| 28-Jul-2020 |
Bharat Electronics (BHE IN) - P&L surprises and balance sheet sees no deterioration |
India |
Jonas Bhutta |
|
| 28-Jul-2020 |
Nestle India: Q2CY20: Good show in Tough environment - Maintain Neutral |
India |
Vishal Gutka |
|
| 27-Jul-2020 |
India Cements (BUY - Upgrade: PO Rs140) |
India |
Vaibhav Agarwal |
|
| 27-Jul-2020 |
Coromandel International Ltd: Q1FY21 Result: Set to benefit from strong season |
India |
Deepak Agarwal |
|
| 26-Jul-2020 |
ICICI Bank (ICICIBC IN) - Balance sheet strengthened further |
India |
Manish Agarwalla |
|
| 26-Jul-2020 |
Atul Ltd - Impacted by Covid but set for a profitable growth; Manitain BUY with TP Rs 5500 |
India |
Surya Patra |
|
| 26-Jul-2020 |
HeidelbergCement India (Maintain BUY: PO Rs280) |
India |
Vaibhav Agarwal |
|
| 26-Jul-2020 |
Ambuja Cements (Maintain Neutral: PO Rs205) |
India |
Vaibhav Agarwal |
|
| 25-Jul-2020 |
JSW Steel Q1FY21: Low conversion cost aiding in difficult time but valuations are stretched (Downgrade to Neutral) |
India |
Vikash Singh |
|
| 25-Jul-2020 |
ABB India (ABB IN) - Lower opex and fx gain come through in an otherwise washed out quarter |
India |
Jonas Bhutta |
|
| 24-Jul-2020 |
ITC Limited Q1FY21: High margin of safety despite headwinds - Maintain BUY |
India |
Vishal Gutka |
|
| 24-Jul-2020 |
Asian Paints Q1FY21: Resilient performance in a challenging environment, Maintain SELL |
India |
Vishal Gutka |
|
| 24-Jul-2020 |
Agro Tech Foods Q1FY21: Foods story unfolding - Maintain BUY |
India |
Vishal Gutka |
|
| 24-Jul-2020 |
ITC Limited Q1FY21: High margin of safety despite headwinds - Maintain BUY |
India |
Vishal Gutka |
|
| 23-Jul-2020 |
Jindal Steel 1QFY21: Strong performance likely to continue; Debt reduction on track (Maintain Buy) |
India |
Vikash Singh |
|
| 23-Jul-2020 |
Larsen & Toubro (LT IN) - Resilient performance in a challenging environment |
India |
Jonas Bhutta |
|
| 23-Jul-2020 |
Polycab India Ltd (BUY; TP: 894) Q1FY21 - Strong recovery in B2C vs. B2B |
India |
Deepak Agarwal |
|
| 22-Jul-2020 |
Bajaj Auto (BJAUT IN) - Q1FY21 Update - Demand bottoming out, concerns on growth remain - Maintain Neutral |
India |
Saksham Kaushal |
|
| 22-Jul-2020 |
HUL Company Update: GSK Consumer integration: Citius, Altius, and Fortius - Maintain BUY |
India |
Vishal Gutka |
|
| 22-Jul-2020 |
Economy Resumption Tracker: Decent rebound, minor slack in July data |
India |
Anjali Verma |
|
| 22-Jul-2020 |
Axis Bank (AXSB IN) - Focus on 3Cs |
India |
Manish Agarwalla |
|
| 21-Jul-2020 |
HUL Q1FY21: Resilient performance in tough environment - Maintain BUY |
India |
Vishal Gutka |
|
| 21-Jul-2020 |
PC - Hindustan Zinc 1QFY21: Outlook improving; High dividend yield to provide comfort (Upgrade to Buy) |
India |
Vikash Singh |
|
| 20-Jul-2020 |
Majesco Update - The climax – sells the business at 3x valuation !! |
India |
Vibhor Singhal |
|
| 20-Jul-2020 |
M&M Financial Services Q1FY21 - Elevated credit cost dent earnings; Collection efficiency improves |
India |
Pradeep Agrawal |
|
| 20-Jul-2020 |
ICICI Lombard - Well positioned to navigate dynamic risk environment |
India |
Sujal Kumar |
|
| 20-Jul-2020 |
HDFC Bank (HDFCB IN) - Well Prepared for future exigencies |
India |
Manish Agarwalla |
|
| 20-Jul-2020 |
Logistics Sector Update : Connecting the dots |
India |
Vikram Suryavanshi |
|
| 17-Jul-2020 |
Britannia Industries Q1FY21: Must be part of “COVID-Proof” portfolio - Maintain Buy |
India |
Vishal Gutka |
|
| 17-Jul-2020 |
Cyient 1QFY21 - Meets expectations, which were quite low to begin with - Maintain SELL |
India |
Vibhor Singhal |
|
| 17-Jul-2020 |
Bajaj Consumer: Q1FY21: Uncertainty prevails - Maintain SELL |
India |
Vishal Gutka |
|
| 17-Jul-2020 |
HCL Tech 1QFY21 - Decent results; Valuation attractive - Maintain BUY |
India |
Vibhor Singhal |
|
| 16-Jul-2020 |
LTTS 1QFY21: Weak results; margins disappoint – Near term weakness persists |
India |
Vibhor Singhal |
|
| 16-Jul-2020 |
L&T Infotech 1QFY21 - Muted results, as expected; Fundamentals remain strong - Maintain BUY |
India |
Vibhor Singhal |
|
| 16-Jul-2020 |
Logistics monthly update - Major Ports and Container rail volume |
India |
Vikram Suryavanshi |
|
| 15-Jul-2020 |
Infosys 1QFY21 - Strong all-round performance; Valuation gap with TCS to narrow - Maintain BUY |
India |
Vibhor Singhal |
|
| 15-Jul-2020 |
Oberoi Realty Q4FY20 and Q1FY21 results: FY21 expected to be a washout; Hit hard by COVID-19; (Downgrade NEUTRAL |
India |
Dhawal Somaiya |
|
| 15-Jul-2020 |
Jubilant Foodworks - Company update :Delivery charges – boon or bane? Maintain BUY |
India |
Vishal Gutka |
|
| 14-Jul-2020 |
Mindtree 1QFY21 - Decent results; Strong margin and dealflow performance; Maintain BUY |
India |
Vibhor Singhal |
|
| 14-Jul-2020 |
Wipro 1QFY21 - Mixed results; Margins surprise positively – Maintain NEUTRAL |
India |
Vibhor Singhal |
|
| 13-Jul-2020 |
Above expectation, core inflation at 16-month high |
India |
Anjali Verma |
|
| 13-Jul-2020 |
SAIL 4QFY20: One off inflated EBITDA; Outlook intact (Maintain Buy) |
India |
Vikash Singh |
|
| 12-Jul-2020 |
Sadbhav Engg 4QFY20 - Disappointment continues; Valuations the only saving grace |
India |
Vibhor Singhal |
|
| 10-Jul-2020 |
Industrial Output: Sequential improvement above expectation |
India |
Anjali Verma |
|
| 10-Jul-2020 |
Q1FY21 Results Preview: Marred by Lockdown; Rural facing segments to better perform |
India |
Anjali Verma |
|
| 10-Jul-2020 |
Consumer Electricals- Q1FY21 Results Preview: Covid-19 puts the brakes on durables |
India |
Deepak Agarwal |
|
| 09-Jul-2020 |
TCS 1QFY21 - Muted performance; Deal wins and Outlook Positive; Maintain BUY |
India |
Vibhor Singhal |
|
| 09-Jul-2020 |
PC Metals - Q1FY21 results preview |
India |
Vikash Singh |
|
| 09-Jul-2020 |
Agriculture Inputs Sector: Q1FY21 Preview: A bumper quarter |
India |
Deepak Chitroda |
|
| 08-Jul-2020 |
Financials- Q1FY21 Results Preview: Gearing up for uncertainties post moratorium |
India |
Manish Agarwalla |
|
| 08-Jul-2020 |
Macro & Strategy: Bullish global and domestic liquidity; activity rebounding |
India |
Anjali Verma |
|
| 08-Jul-2020 |
IT Services - Deal Monitor: ISG 2QCY20 - Muted deal flow, as expected; CY20 outlook largely unchanged |
India |
Vibhor Singhal |
|
| 08-Jul-2020 |
KDDL 4QFY20 Update - Strong online presence to support Upgrade to BUY |
India |
Vikram Suryavanshi |
|
| 08-Jul-2020 |
Specialty Chemicals - Q1FY21 Preview: Operationally wea |
India |
Surya Patra |
|
| 08-Jul-2020 |
Trade with China: Atmanirbhar Bharat will get a fillip, but China trade to survive |
India |
Anjali Verma |
|
| 08-Jul-2020 |
PATH |
India |
Anshul Bhargava |
|
| 08-Jul-2020 |
PATH |
India |
Anshul Bhargava |
|
| 07-Jul-2020 |
PhillipCapital Consumer Electrical Channel Partner day - Virtual Conference - Key takeaways |
India |
Deepak Agarwal |
|
| 07-Jul-2020 |
Allcargo Logistics 4QFY20 Update - Focus on de-leveraging Downgrade to Neutral |
India |
Vikash Singh |
|
| 07-Jul-2020 |
PATH |
India |
Anshul Bhargava |
|
| 06-Jul-2020 |
Titan: Demand recovery – real or illusion? - Maintain SELL |
India |
Vishal Gutka |
|
| 06-Jul-2020 |
Pharma Q1 FY21 Preview: Covid19 impacts performance: |
India |
Surya Patra |
|
| 06-Jul-2020 |
PATH |
India |
Anshul Bhargava |
|
| 03-Jul-2020 |
Bharat Dynamics Ltd (BDL IN) - Positives of a burgeoning orderbook seem priced in for now |
India |
Jonas Bhutta |
|
| 03-Jul-2020 |
PATH |
India |
Anshul Bhargava |
|
| 03-Jul-2020 |
Infrastructure - The ‘order-book-keeper’ – Strong foundation for FY22 |
India |
Vibhor Singhal |
|
| 03-Jul-2020 |
GE T&D India (GETD IN) - Bottom cycle + Improving macros + New management =Trifecta? |
India |
Jonas Bhutta |
|
| 02-Jul-2020 |
PATH |
India |
Anshul Bhargava |
|
| 02-Jul-2020 |
PATH |
India |
Anshul Bhargava |
|
| 02-Jul-2020 |
Agriculture Inputs Sector Update: In a bright spot |
India |
Deepak Chitroda |
|
| 02-Jul-2020 |
IT Services - Q1FY21 Preview: Weak quarter – WFH and INR save the day |
India |
Vibhor Singhal |
|
| 01-Jul-2020 |
Pennar Industries 4QFY20 Update: Challenging times in short term Maintain BUY |
India |
Vikash Singh |
|
| 01-Jul-2020 |
Finolex Cables Ltd (BUY; TP: 352) Q4FY20 - Revenue in-line, lockdown impacts growth |
India |
Deepak Agarwal |
|
| 01-Jul-2020 |
BoP: FY20 CAD narrowed, Possibility of surplus in FY21 |
India |
Anjali Verma |
|
| 01-Jul-2020 |
Thangamayil Jewellery: Company Update: Awaiting normalcy for recovery - Maintain BUY |
India |
Vishal Gutka |
|
| 01-Jul-2020 |
Retail Sector Q4FY20 review: Lockdown impacts margins, profitability |
India |
Ankit Kedia |
|
| 01-Jul-2020 |
Ahluwalia Contracts 4QFY20 - Fundamentals remain strong; Performance remains erratic |
India |
Vibhor Singhal |
|
| 01-Jul-2020 |
Phoenix Mills 4QFY20:FY21 washout; Long term outlook remains intact; Maintain BUY |
India |
Dhawal Somaiya |
|
| 30-Jun-2020 |
PATH |
India |
Anshul Bhargava |
|
| 30-Jun-2020 |
Bharat Electronics (BHE IN) - 4Q performance exemplifies BEL’s core strengths |
India |
Jonas Bhutta |
|
| 30-Jun-2020 |
Tata Steel 4QFY20: Broadly in-line; Banking on domestic volume revival |
India |
Vikash Singh |
|
| 30-Jun-2020 |
Navkar Corporation 4QFY20 Update : Revenue and modal mix impacted margins - Downgrade to Neutral |
India |
Vikram Suryavanshi |
|
| 30-Jun-2020 |
Bharat Forge (BHFC IN) - Q4FY20 update - Near term challenges to weigh heavily - Maintain Neutral |
India |
Saksham Kaushal |
|
| 30-Jun-2020 |
Sobha Limited: Cash flows recover albeit covid-19 and probable cancellations to produce drag ; Maintain BUY |
India |
Dhawal Somaiya |
|
| 29-Jun-2020 |
PATH |
India |
Anshul Bhargava |
|
| 29-Jun-2020 |
Camlin Fine Sciences - Consolidation in key businesses provides long-term value growth: BUY with TP Rs 110 |
India |
Surya Patra |
|
| 29-Jun-2020 |
Kajaria Ceramics Ltd (BUY; TP: 483) Q4FY20 -In line Revenue, lockdown drags growth |
India |
Deepak Agarwal |
|
| 28-Jun-2020 |
Ashok Leyland (AL IN) - Q4FY20 Update - Looking to the future - Maintain Neutral |
India |
Saksham Kaushal |
|
| 28-Jun-2020 |
Retail Consumer Conference -Revival Webinar Series – Unlock 1.0 Key Takeaways |
India |
Ankit Kedia |
|
| 28-Jun-2020 |
Somany Ceramics Ltd (NEUTRAL; TP: 142) Q4FY20 - Lockdown impacted performance |
India |
Deepak Agarwal |
|
| 27-Jun-2020 |
Sanghi Industries Q4FY20 Quarterly Update: Better than expected; ramp-up of capex is the key to watch-out (Maintain BUY) |
India |
Vaibhav Agarwal |
|
| 27-Jun-2020 |
Star Cement Q4FY20 Quarterly Update: In-line results; confident management commentary (Maintain BUY) |
India |
Vaibhav Agarwal |
|
| 26-Jun-2020 |
PATH |
India |
Anshul Bhargava |
|
| 26-Jun-2020 |
PNC Infratech Q4FY20 - Decent results; Strong balance sheet & Orderbook – Maintain BUY |
India |
Vibhor Singhal |
|
| 26-Jun-2020 |
Result review - Engineers India (ENGR IN): Offers deep value on core earnings. Excess cash a boon or bane? |
India |
Jonas Bhutta |
|
| 26-Jun-2020 |
Nalco 4QFY20: Lower cost inflated EBITDA; Outlook remain challenging (Maintain Neutral) |
India |
Vikash Singh |
|
| 26-Jun-2020 |
ITC Limited Q4FY20: Inexpensive valuations provides comfort despite headwinds - Maintain BUY |
India |
Vishal Gutka |
|
| 26-Jun-2020 |
Concor 4QFY20 Update- Strong operating matrix Maintain -BUY |
India |
Vikash Singh |
|
| 25-Jun-2020 |
PATH |
India |
Anshul Bhargava |
|
| 25-Jun-2020 |
Accenture 3QFY20: Strong performance and commentary – positive for Indian IT |
India |
Vibhor Singhal |
|
| 25-Jun-2020 |
Bank of Baroda (BOB IN) - No sight of normalised credit cost |
India |
Manish Agarwalla |
|
| 25-Jun-2020 |
The India Cements Ltd Q4CY20 Quarterly Update: Results disappoint but call commentary remains encouraging! (Maintain SELL) |
India |
Vaibhav Agarwal |
|
| 24-Jun-2020 |
PATH |
India |
Anshul Bhargava |
|
| 24-Jun-2020 |
Cochin Shipyard (COCHIN IN): Result review - Strong Q4 leads to peak earnings. Expect earnings to decline from hereon |
India |
Jonas Bhutta |
|
| 24-Jun-2020 |
PC Metals - Monthly wrap |
India |
Vikash Singh |
|
| 23-Jun-2020 |
PATH |
India |
Anshul Bhargava |
|
| 23-Jun-2020 |
Asian Paints Q4FY20: Risk Reward unfavourable for this compounding machine, Maintain SELL |
India |
Vishal Gutka |
|
| 23-Jun-2020 |
LIC Housing Finance (LICHF IN) - Margin under pressure |
India |
Manish Agarwalla |
|
| 23-Jun-2020 |
VRL 4QFY20 update - Brake on momentum Maintian BUY |
India |
Vikram Suryavanshi |
|
| 22-Jun-2020 |
PATH |
India |
Anshul Bhargava |
|
| 22-Jun-2020 |
IRB Infra (IRB IN) - Muted results, as expected; Fundamentals become stronger |
India |
Vibhor Singhal |
|
| 22-Jun-2020 |
Bajaj Electrical Ltd (BUY; TP: 498) Q4FY20 - Good show from CD; E&P dragging performance |
India |
Deepak Agarwal |
|
| 21-Jun-2020 |
Cadila Healthcare - Steady profitable growth ahead; Maintain BUY with TP Rs 400 |
India |
Surya Patra |
|
| 21-Jun-2020 |
Bajaj Consumer: Q4FY20: The straw that broke camel’s back - Downgrade to SELL |
India |
Vishal Gutka |
|
| 21-Jun-2020 |
JK Cement Ltd Q4CY20 Quarterly Update: Proving its flexibility and acknowledging the need to change |
India |
Vaibhav Agarwal |
|
| 21-Jun-2020 |
Mangalam Cement Q4CY20 Quarterly Update: In-line results (Maintain NEUTRAL) |
India |
Vaibhav Agarwal |
|
| 20-Jun-2020 |
Thermax (TMX IN): Result review - Valuations remain out of sync with a weak business outlook |
India |
Vibhor Singhal |
|
| 19-Jun-2020 |
PATH |
India |
Anshul Bhargava |
|
| 19-Jun-2020 |
ITD Cementation 4QFY20 - One Swallow does not a Summer make; Maintain SELL |
India |
Vibhor Singhal |
|
| 18-Jun-2020 |
PATH |
India |
Anshul Bhargava |
|
| 18-Jun-2020 |
IT Services - L&T Infotech & Mindtree – Buy the next IT behemoth in its infancy |
India |
Vibhor Singhal |
|
| 18-Jun-2020 |
IPCA Laboratories (IPCA IN) - Backward integration efforts add structural growth visibility ; BUY withTP Rs 1800 |
India |
Vikash Singh |
|
| 18-Jun-2020 |
Cummins India (KKC IN) : Result review - Yields support valuations as business visibility remains hazy |
India |
Jonas Bhutta |
|
| 18-Jun-2020 |
Muthoot Finance Q4FY20 - Higher gold price continue to drive balance sheet growth |
India |
Pradeep Agrawal |
|
| 17-Jun-2020 |
PATH |
India |
Anshul Bhargava |
|
| 17-Jun-2020 |
NMDC 4QFY20 result: Positive outlook intact (Maintain Buy) |
India |
Vikash Singh |
|
| 17-Jun-2020 |
Shoppers Stop (STOP IN): Transition towards omni channel |
India |
Ankit Kedia |
|
| 17-Jun-2020 |
Dalmia Bharat Q4CY20 Quarterly Update: In-line results (Maintain BUY) |
India |
Vaibhav Agarwal |
|
| 16-Jun-2020 |
PATH |
India |
Anshul Bhargava |
|
| 16-Jun-2020 |
Ashoka Buildcon Q4FY20 - Decent results; Fundamentals strong – Overhang of McQ exit remains |
India |
Vibhor Singhal |
|
| 16-Jun-2020 |
Asset management companies- Initiating Coverage: Temporary blip in a long-term structural story |
India |
Sujal Kumar |
|
| 16-Jun-2020 |
Aarti Industries (ARTO IN) : Termination of the supply deal comes with adequate compensation |
India |
Surya Patra |
|
| 16-Jun-2020 |
Tata Motors (TTMT IN) - Q4FY20 update - It’s always something - Maintain Neutral |
India |
Saksham Kaushal |
|
| 16-Jun-2020 |
Indo Count 4QFY20 - Challenging times ahead Downgrade to Neutral |
India |
Vikram Suryavanshi |
|
| 16-Jun-2020 |
Logistics monthly update - Major Ports and Container rail volume |
India |
ICBC Asset Management |
|
| 15-Jun-2020 |
Vinati Organics - Better sales mix strengthened Q4 but visible triggers priced-in; Neutral with TP Rs 1000 |
India |
Surya Patra |
|
| 15-Jun-2020 |
BHEL (BHEL IN) Q4FY20 Result review: Covid to further stress working capital in the near term |
India |
Jonas Bhutta |
|
| 15-Jun-2020 |
PATH |
India |
Anshul Bhargava |
|
| 14-Jun-2020 |
Mahindra & Mahindra (MM IN) - Q4FY20 update - RISE and shine - Maintain BUY |
India |
Saksham Kaushal |
|
| 14-Jun-2020 |
PATH |
India |
Anshul Bhargava |
|
| 13-Jun-2020 |
Asian Paints: Company Update - Changing colours - Downgrade to SELL |
India |
Vishal Gutka |
|
| 12-Jun-2020 |
PATH |
India |
Anshul Bhargava |
|
| 12-Jun-2020 |
Hindalco 4QFY20 result: Resilient performance to continue (Maintain Buy) |
India |
Vikash Singh |
|
| 12-Jun-2020 |
Shriram City Union Finance Q4FY20 - Hefty provisions mar earnings; Asset quality improves |
India |
Pradeep Agrawal |
|
| 12-Jun-2020 |
KNR Construction Q4FY20 - Muted Results; Orderbook & Balance sheet strong – Maintain BUY |
India |
Vibhor Singhal |
|
| 12-Jun-2020 |
CPI, IIP : IIP expectedly plunged; Segmental CPI tepid |
India |
Anjali Verma |
|
| 11-Jun-2020 |
PATH |
India |
Anshul Bhargava |
|
| 11-Jun-2020 |
Shriram Transport Finance Q4FY20 Update: Higher provisioning dent earnings; Asset quality improves |
India |
Pradeep Agrawal |
|
| 10-Jun-2020 |
PATH |
India |
Anshul Bhargava |
|
| 10-Jun-2020 |
Hero MotoCorp (HMCL IN) - Q4FY20 Update - Cloudy with promise of sunshine - Maintain Buy |
India |
Saksham Kaushal |
|
| 09-Jun-2020 |
Titan Company: Q4FY20: Nothing much to gung – ho about: Maintain SELL |
India |
Vishal Gutka |
|
| 09-Jun-2020 |
PI Industries Ltd: Q4FY20 Result Review: Covid led concerns moderate growth momentum |
India |
Deepak Chitroda |
|
| 08-Jun-2020 |
Vedanta 4QFY20 result: Positives largely priced in; De-listing to support price (Maintain Buy) |
India |
Vikash Singh |
|
| 08-Jun-2020 |
Home Essentials & Improvements Day - Virtual Conference - Key takeaways |
India |
Deepak Agarwal |
|
| 08-Jun-2020 |
Divis Laboratories - Maintains steady performance despite challenges; Recommend BUY at corections with TP Rs 2200 |
India |
Surya Patra |
|
| 08-Jun-2020 |
SRF Ltd - Visible near-term challenges concern us; Downgrade to Neutral with TP Rs 3600 |
India |
Surya Patra |
|
| 08-Jun-2020 |
SBI (SBIN IN) - Tough times ahead |
India |
Manish Agarwalla |
|
| 07-Jun-2020 |
Gateway Distriparks 4QFY20 update - strong volume recovery in rail Maintain BUY |
India |
Surya Patra |
|
| 07-Jun-2020 |
Larsen & Toubro (LT IN) : Result review - Stable 4Q, best placed to manage the turbulence |
India |
Jonas Bhutta |
|
| 06-Jun-2020 |
Hexaware Tech - To consider delisting; Possible precursor to Baring’s exit; Maintain NEUTRAL |
India |
Vibhor Singhal |
|
| 05-Jun-2020 |
Macro & Strategy: Divergence between Macros & Equities; Liquidity – the driver |
India |
Anjali Verma |
|
| 05-Jun-2020 |
HeidelbergCement India Ltd Q4FY20: Maintain BUY (PO Rs260) |
India |
Vaibhav Agarwal |
|
| 04-Jun-2020 |
Cholamandalam Finance Q4FY20 - Lower margins and higher provisioning dent earnings |
India |
Pradeep Agrawal |
|
| 04-Jun-2020 |
Aurobindo Pharma - Profitable growth ahead; Maintain BUY with raised TP of Rs 900 |
India |
Surya Patra |
|
| 04-Jun-2020 |
Post Lockdown Progress: Certain segments surprised positively; others stay lull |
India |
Anjali Verma |
|
| 03-Jun-2020 |
Britannia Industries Q4FY20: Blessing in disguise - Maintain Buy |
India |
Vishal Gutka |
|
| 03-Jun-2020 |
KEI Industries Ltd (BUY; TP: 356) Q4FY20 - B2B driving, B2C taking a back seat |
India |
Deepak Agarwal |
|
| 03-Jun-2020 |
V-Guard Industries Ltd (BUY; TP: 199) Q4FY20 - Covid-19 dented performancet |
India |
Deepak Agarwal |
|
| 02-Jun-2020 |
Orient Electric Ltd (BUY; TP: 204) Q4FY20 -In line performance in a tough environment |
India |
Deepak Agarwal |
|
| 02-Jun-2020 |
Voltas Ltd (BUY; TP: 582) Q4FY20 - Rising in dark times; strong performance in RACs |
India |
Deepak Agarwal |
|
| 02-Jun-2020 |
Retail Sector: New normal to gain consumer confidence |
India |
Ankit Kedia |
|
| 02-Jun-2020 |
PATH |
India |
Anshul Bhargava |
|
| 01-Jun-2020 |
V-Mart Retail: Reducing competitive intensity a big positive |
India |
Ankit Kedia |
|
| 01-Jun-2020 |
PATH |
India |
Anshul Bhargava |
|
| 01-Jun-2020 |
Agro Tech Foods Q4FY20: Structural story remains intact: Maintain BUY |
India |
Vishal Gutka |
|
| 01-Jun-2020 |
Polycab India Ltd (BUY; TP: 813) Q4FY20 -Covid-19 denting growth, but immunity remains strong |
India |
Deepak Agarwal |
|
| 31-May-2020 |
Lupin (LPC IN) - Cleansing of BS adds more value to Equity; Maintain Neutral with raised TP Rs 800 |
India |
Surya Patra |
|
| 31-May-2020 |
CEAT Ltd - Q4FY20 update - Lower Input Costs Drive Outperformance, Uncertainty Lingers - Maintain Neutral |
India |
Saksham Kaushal |
|
| 30-May-2020 |
Fiscal Deficit : FY20 deficit at 4.6%; April Tax revenue down 44%, Expenditure up 20% |
India |
Anjali Verma |
|
| 30-May-2020 |
KEC International (KECI IN) : Result review - Well-managed 4Q but near term risks to optimistic commentary |
India |
Jonas Bhutta |
|
| 29-May-2020 |
PATH |
India |
Anshul Bhargava |
|
| 29-May-2020 |
NCC Ltd Q4FY20 - Muted results; Balance sheet improves; Decent orderbook |
India |
Vibhor Singhal |
|
| 29-May-2020 |
Q4 & FY20 GDP : Above expectation, possibly due to partial data reporting |
India |
Anjali Verma |
|
| 28-May-2020 |
Coromandel International: Q4FY20 Result: Well placed to gain from favorable monsoon & Govt. initiatives |
India |
Deepak Chitroda |
|
| 28-May-2020 |
ABFRL:Focus on de-leveraging the balance sheet |
India |
Ankit Kedia |
|
| 28-May-2020 |
Sun Pharma: Focus on Specialty, India formulations & deleveragi; Maintain BUY with TP Rs 500 |
India |
Surya Patra |
|
| 27-May-2020 |
Praj Industries 4QFY20 Update : Revenue mix and cost control improved margins Maintain BUY |
India |
Vikram Suryavanshi |
|
| 27-May-2020 |
Dabur Q4FY20: Well –diversified portfolio shall enable it to sustain growth - Maintain BUY |
India |
Vishal Gutka |
|
| 27-May-2020 |
Britannia Industries: Good Days” ahead - Company update Upgrade to BUY |
India |
Vishal Gutka |
|
| 27-May-2020 |
PC Metals - Monthly wrap |
India |
Vikash Singh |
|
| 27-May-2020 |
Aarti Industries - Covid led uncertainties hurt near-term outlook: Downgrade to Neutral with TP Rs 950: |
India |
Surya Patra |
|
| 27-May-2020 |
Chambal Fertilisers & Chemicals Ltd: Q4FY20 Result: Better operational performance |
India |
Deepak Chitroda |
|
| 26-May-2020 |
Titan: Uncertainty prevails- Company update: Maintain SELL |
India |
Vishal Gutka |
|
| 26-May-2020 |
Jindal Steel & Power 4QFY20: Cost streamlining to drive profits; Debt concern gradually fading (Maintain Buy) |
India |
Vikash Singh |
|
| 26-May-2020 |
TRENT: Strong balance sheet to help recover faster |
India |
Ankit Kedia |
|
| 26-May-2020 |
DCB Bank (DCBB IN) - Bumpy ride ahead |
India |
Manish Agarwalla |
|
| 26-May-2020 |
HDFC Ltd (HDFC IN) - Construction finance exhibits stress |
India |
Manish Agarwalla |
|
| 25-May-2020 |
UPL Ltd: Q4FY20 Result: Continues to deliver in difficult time |
India |
Deepak Agarwal |
|
| 22-May-2020 |
JSW Steel 4QFY20 result: Better placed than peers; rising debt capping stock upside (Maintain Buy) |
India |
Vikash Singh |
|
| 22-May-2020 |
Colgate Palmolive: Company Update - More hope, less delivery |
India |
Vishal Gutka |
|
| 22-May-2020 |
Monetary Policy – RBI on the right path amidst economic crisis |
India |
Anjali Verma |
|
| 22-May-2020 |
JK Lakshmi Cement Q4FY20: Maintain BUY (PO Rs360) |
India |
Vaibhav Agarwal |
|
| 22-May-2020 |
IT Services - WFH and INR by its side – Sector to remain in flavour |
India |
Vibhor Singhal |
|
| 22-May-2020 |
PATH |
India |
Anshul Bhargava |
|
| 21-May-2020 |
Kalpataru Power (KPP IN): Result review - Higher taxes take sheen off an otherwise good show |
India |
Jonas Bhutta |
|
| 21-May-2020 |
Hindustan Zinc 4QFY20 result: High dividend yield story may stage a comeback (Maintain Neutral |
India |
Vikash Singh |
|
| 21-May-2020 |
UltraTech Cement Q4FY20: Maintain BUY (PO Rs4500 |
India |
Vaibhav Agarwal |
|
| 21-May-2020 |
Bajaj Auto (BJAUT IN) - Q4FY20 update - Good Quarter but Challenges Ahead - Maintain Neutral |
India |
Saksham Kaushal |
|
| 21-May-2020 |
Dr Reddy’s Lab - Likely to see margin pressure going ahead |
India |
Surya Patra |
|
| 21-May-2020 |
PATH |
India |
Anshul Bhargava |
|
| 20-May-2020 |
Apollo Tyres - Q4FY20 update - Debt Remains an Overhang - Maintain Neutral |
India |
Saksham Kaushal |
|
| 20-May-2020 |
Jubilant Foodworks: Q4FY20: Survival of the fittest: Maintain BUY |
India |
Vishal Gutka |
|
| 20-May-2020 |
L&T Infotech 4QFY20 - Strong results; Continues to outperform – Maintain BUY |
India |
Vibhor Singhal |
|
| 20-May-2020 |
Chemicals Sector Update: Govt. proposal to ban agrochemicals |
India |
Deepak Chitroda |
|
| 20-May-2020 |
PATH |
India |
Anshul Bhargava |
|
| 19-May-2020 |
Logistics monthly update - Major Ports and Container rail volume |
India |
Vikash Singh |
|
| 19-May-2020 |
Macro & Strategy Outlook: FY21 – A year of Reset; Likelihood of Long lasting impact |
India |
Anjali Verma |
|
| 19-May-2020 |
Bharat Electronics (BHE IN): Company Update - A strong FY22 to more than make up for a weak FY21 |
India |
Jonas Bhutta |
|
| 19-May-2020 |
PATH |
India |
Anshul Bhargava |
|
| 18-May-2020 |
PATH |
India |
Anshul Bhargava |
|
| 17-May-2020 |
Economic package 21tn – Sensible reforms. Execution is the key! Covid pain to persist |
India |
Anjali Verma |
|
| 17-May-2020 |
Cipla (CIPLA IN)- All hopes lies on Albuterol execution in US; Downgrade to Neutral with TP Rs 580 |
India |
Surya Patra |
|
| 17-May-2020 |
M&M Financial Services Q4FY20 - Higher covid related provisioning dent earnings |
India |
Pradeep Agrawal |
|
| 16-May-2020 |
L&T Tech 4QFY20 - Muted results; Discretionary spend cuts will limit upside |
India |
Vibhor Singhal |
|
| 15-May-2020 |
Fiscal package 13tn – Part 3 : Long-term boost for agriculture |
India |
Anjali Verma |
|
| 15-May-2020 |
Manappuram Finance Q4FY20 - Strong operating performance in challenging environment |
India |
Pradeep Agrawal |
|
| 14-May-2020 |
Escorts Ltd. - Q4FY20 Update - Standing Tall in Uncertain Times Maintain BUY |
India |
Saksham Kaushal |
|
| 14-May-2020 |
Fiscal package 13tn – Part 2 : Back to Social and Rural giveaways |
India |
Anjali Verma |
|
| 14-May-2020 |
ABB India (ABB IN): Q1CY20 result review - Sticky costs, a chink in the armor |
India |
Jonas Bhutta |
|
| 14-May-2020 |
Mphasis 4QFY20 - Decent results, risk-reward favourable; Maintain BUY |
India |
Vibhor Singhal |
|
| 14-May-2020 |
Siemens India (SIEM IN): Q2FY20 result review - Precursor to the pain in the near term |
India |
Jonas Bhutta |
|
| 14-May-2020 |
Havells India Ltd (BUY; TP: 556) Q4FY20 - Lockdown dents growth |
India |
Deepak Agarwal |
|
| 14-May-2020 |
Government’s relief measures for Business - Extending liquidity support to the most VULNERABLE |
India |
Manish Agarwalla |
|
| 13-May-2020 |
Maruti Suzuki - Q4FY20 Update - In the Slow Lane – Keeping Faith Maintain BUY |
India |
Saksham Kaushal |
|
| 13-May-2020 |
Godrej Consumer Q4FY20: Favourable risk - reward: Upgrade to Neutral |
India |
Vishal Gutka |
|
| 13-May-2020 |
Fiscal package 13tn – Part I : MSME – expectedly the core focus; Liquidity + Guarantees |
India |
Anjali Verma |
|
| 13-May-2020 |
Kotak Mahindra Bank (KMB IN) Q4FY20 Quarterly Update : Carefully navigating the turbulence (BUY Maintain) |
India |
Sujal Kumar |
|
| 12-May-2020 |
Nestle India: Q1CY20: Punchy valuations leave nothing on table - Downgrade to Neutral |
India |
Vishal Gutka |
|
| 12-May-2020 |
CPI, IIP : Industrial production plunged; CPI data partially reported |
India |
Anjali Verma |
|
| 12-May-2020 |
Capital Goods - Sector update: Decoding the NIP for new order potential |
India |
Jonas Bhutta |
|
| 11-May-2020 |
Godrej Properties Q4FY20 results:Strong performance continues on back of strong launches in Q4; Bracing for Impact ; Maintain BUY |
India |
Dhawal Somaiya |
|
| 11-May-2020 |
Shree Cement Q4CY20 Quarterly Update: New Shree’ continues to surprise – directionally & sustainably! (Maintain BUY) |
India |
Vaibhav Agarwal |
|
| 11-May-2020 |
ICICI Bank (ICICIBC IN) - Earnings recovery hit by Covid19 |
India |
Manish Agarwalla |
|
| 08-May-2020 |
Cyient 4QFY20 - The worst is not over yet – Downgrade to SELL |
India |
Vibhor Singhal |
|
| 08-May-2020 |
Cognizant 1QCY20 - Meets Guidance, Outlook Remains Weak |
India |
Vibhor Singhal |
|
| 08-May-2020 |
Retail: From survival to reviva |
India |
Ankit Kedia |
|
| 08-May-2020 |
PATH |
India |
Anshul Bhargava |
|
| 07-May-2020 |
Titan : Losing lustre - Company update: Downgrade to SELL |
India |
Vishal Gutka |
|
| 07-May-2020 |
HCL Tech 4QFY20 - Decent results; Valuation attractive – maintain BUY |
India |
Vibhor Singhal |
|
| 07-May-2020 |
Concor - Right-sizing the cost structure Company Update Maintain BUY |
India |
Vikram Suryavanshi |
|
| 06-May-2020 |
Persistent Systems 4QFY20 - Growth again disappoints led by IP revenue; Maintain NEUTRAL |
India |
Vibhor Singhal |
|
| 06-May-2020 |
Adani Ports 4QFY20 - Mixed set of results; Outlook weak – Priced in |
India |
Vibhor Singhal |
|
| 06-May-2020 |
PATH |
India |
Anshul Bhargava |
|
| 05-May-2020 |
NIIT Tech 4QFY20 - Decent results; Sanguine Outlook – But all’s priced in |
India |
Vibhor Singhal |
|
| 05-May-2020 |
Macro & Strategy: Like past, divergence between Macros & Equities; Will it defy this time? |
India |
Anjali Verma |
|
| 05-May-2020 |
Infrastructure - Construction is not a switch on/off machine – Wait for clarity |
India |
Vibhor Singhal |
|
| 04-May-2020 |
Marico Q4FY20: Nothing much to cheer about - Maintain Neutral |
India |
Vishal Gutka |
|
| 04-May-2020 |
UPL Ltd: Company Update: Substantial debt repayment provides confidence |
India |
Deepak Chitroda |
|
| 04-May-2020 |
ICICI Lombard - Stronger players to benefit under current scenario |
India |
Sujal Kumar |
|
| 01-May-2020 |
HUL Q4FY20: Short term blip in structural story - Maintain Buy |
India |
Vishal Gutka |
|
| 30-Apr-2020 |
TechM 4QFY20 - Disappointing results; Outlook weak – maintain SELL |
India |
Vibhor Singhal |
|
| 30-Apr-2020 |
Hexaware Tech 1QCY20 - Mixed results, Profile weakens further; Maintain NEUTRAL |
India |
Karan Uppal |
|
| 30-Apr-2020 |
PATH |
India |
Anshul Bhargava |
|
| 29-Apr-2020 |
Axis Bank (AXSB IN) - High proportion of loan under moratorium – an overhang |
India |
Manish Agarwalla |
|
| 29-Apr-2020 |
Atul Ltd (ATLP IN) - Impacted by Covid19 but recovery is on the cards; Maintain BUY with TP Rs 5500 |
India |
Surya Patra |
|
| 28-Apr-2020 |
Capital Goods: Sector update - Perspectives from global industrial companies |
India |
Jonas Bhutta |
|
| 28-Apr-2020 |
Ambuja Cements Q1CY20 Quarterly Update: A strong set of numbers but sustainability is the key (Maintain Neutral) |
India |
Vaibhav Agarwal |
|
| 28-Apr-2020 |
IndusInd Bank (IIB IN) - PAT lower on higher provisioning |
India |
Manish Agarwalla |
|
| 28-Apr-2020 |
PATH |
India |
Anshul Bhargava |
|
| 27-Apr-2020 |
PATH |
India |
Anshul Bhargava |
|
| 25-Apr-2020 |
Mindtree 4QFY20 - Strong performance across all fronts; Maintain BUY |
India |
Vibhor Singhal |
|
| 24-Apr-2020 |
Cummins India (KKC IN): Company update - Takeaways from concall on implications of Covid-19 |
India |
Vibhor Singhal |
|
| 24-Apr-2020 |
PATH |
India |
Anshul Bhargava |
|
| 23-Apr-2020 |
PC Metals Monthly wrap |
India |
Vikash Singh |
|
| 23-Apr-2020 |
PATH |
India |
Anshul Bhargava |
|
| 22-Apr-2020 |
ACC Ltd Q1CY20 Quarterly Update: In-line results; nothing much to cheer… (Maintain Neutral) |
India |
Vaibhav Agarwal |
|
| 22-Apr-2020 |
Real Estate Update: Residential segment – Calling for aid; bracing for impact |
India |
Dhawal Somaiya |
|
| 22-Apr-2020 |
PATH |
India |
Anshul Bhargava |
|
| 22-Apr-2020 |
PATH |
India |
Anshul Bhargava |
|
| 21-Apr-2020 |
Logistics monthly update - Major Ports and Container rail volume for March & FY20 |
India |
Vikash Singh |
|
| 21-Apr-2020 |
Capital Goods - Sector update: Waiting for a capex-cycle recovery is like waiting for Godot |
India |
Jonas Bhutta |
|
| 21-Apr-2020 |
Consumer Electricals: Concall highlights with consumer durable channel partner |
India |
Deepak Agarwal |
|
| 20-Apr-2020 |
PAH |
India |
Anshul Bhargava |
|
| 20-Apr-2020 |
Infosys 4QFY20 - Muted results – as expected; Better placed than most peers |
India |
Vibhor Singhal |
|
| 20-Apr-2020 |
Covid (V): Fiscal Impact: Lower capital exp + stimulus = Higher revenue expenditure |
India |
Anjali Verma |
|
| 19-Apr-2020 |
HDFC Bank (HDFCB IN) - Adequately prepared for future uncertainty |
India |
Manish Agarwalla |
|
| 17-Apr-2020 |
RBI additional measures: Strong franchisee would prevail |
India |
Sujal Kumar |
|
| 17-Apr-2020 |
Chambal Fertiliser & Chemicals Ltd: Company Update: Limited impact of Covid-19 |
India |
Deepak Chitroda |
|
| 17-Apr-2020 |
PATH |
India |
Anshul Bhargava |
|
| 16-Apr-2020 |
TCS 4QFY20 - Muted performance; GFC trough might be revisited in FY21 |
India |
Vibhor Singhal |
|
| 16-Apr-2020 |
Consumer Electricals: Concall highlights with regional retail store ( |
India |
Deepak Agarwal |
|
| 15-Apr-2020 |
Wipro 4QFY20 - Muted results; Skips guidance, amidst uncertain environment |
India |
Vibhor Singhal |
|
| 15-Apr-2020 |
PATH |
India |
Anshul Bhargava |
|
| 14-Apr-2020 |
Pharmaceuticals : Q4 FY20 Preview: To see limited impact of Covid19 |
India |
Surya Patra |
|
| 13-Apr-2020 |
CPI : Elevated at 6%, To sharply dip over the coming months |
India |
Anjali Verma |
|
| 13-Apr-2020 |
MPC Minutes: Covid to hit both demand/supply; RBI focused on economic and financial stability |
India |
Anjali Verma |
|
| 13-Apr-2020 |
Q4FY20 Results Preview: Subdued quarter: More uncertainty ahead |
India |
Anjali Verma |
|
| 13-Apr-2020 |
Agriculture Inputs: Q4FY20 Preview: Seasonally weak quarter, supported by an extended rabi |
India |
Deepak Chitroda |
|
| 13-Apr-2020 |
Specialty Chemicals : Covid Impact: Medium-long term outlook remains robust |
India |
Surya Patra |
|
| 13-Apr-2020 |
Consumer & Retail: Q4FY20 Results Preview : COVID-19 played spoil sport |
India |
Vishal Gutka |
|
| 13-Apr-2020 |
Mphasis: Initiating Coverage - Playing field levelled; Attractive risk-reward profile - BUY |
India |
Karan Uppal |
|
| 13-Apr-2020 |
Hexaware Technologies: Initiating Coverage - Growth story moderated; Barings’ overhang remains - NEUTRAL |
India |
Karan Uppal |
|
| 13-Apr-2020 |
PATH |
India |
Anshul Bhargava |
|
| 11-Apr-2020 |
Cement: Covid-19 impact |
India |
Vaibhav Agarwal |
|
| 10-Apr-2020 |
Real Estate Sector Update - Covid19: Bracing for Perilous times ahead; FY21 expected to be a challenging |
India |
Dhawal Somaiya |
|
| 10-Apr-2020 |
IIP : Had started to improve… |
India |
Anjali Verma |
|
| 09-Apr-2020 |
PC Consumer Electricals - 4QFY20 Results Preview - Covid-19 puts breaks on durables! |
India |
Deepak Agarwal |
|
| 09-Apr-2020 |
NBFC Sector Update - Covid19: NBFCs in unknown waters; risk-reward looks favourable |
India |
Pradeep Agrawal |
|
| 09-Apr-2020 |
Automobile Sector Update - Opportunity in adversity |
India |
Saksham Kaushal |
|
| 09-Apr-2020 |
PATH |
India |
Anshul Bhargava |
|
| 09-Apr-2020 |
PATH |
India |
Anshul Bhargava |
|
| 09-Apr-2020 |
Logistics sector update: Impact of Covid-19 |
India |
Vikram Suryavanshi |
|
| 09-Apr-2020 |
Consumer & Retail: Sector Update : Separating the wheat from the chaff |
India |
Vishal Gutka |
|
| 09-Apr-2020 |
IT Services - Deal Monitor: ISG 1QCY20 - Decent growth, CY20 outlook dashed by Covid-19 |
India |
Vibhor Singhal |
|
| 09-Apr-2020 |
PC Metals - 4QFY20 Results Preview - Ferrous better than non-ferrous, but 1QFY21 to be a washout for both |
India |
Vikash Singh |
|
| 08-Apr-2020 |
ITC Limited: Company Update : Time to apply a “cigar-butt investing” approach - Upgrade to BUY |
India |
Vishal Gutka |
|
| 08-Apr-2020 |
PC India Index: Good till February, will worsen in March |
India |
Anjali Verma |
|
| 08-Apr-2020 |
PATH |
India |
Anshul Bhargava |
|
| 07-Apr-2020 |
Strategy: Covid Series (IV): 30-day lockdown factored; a longer one will spell peril |
India |
Anjali Verma |
|
| 07-Apr-2020 |
Consumer Electricals: Covid19: The strong will ride the storm |
India |
Deepak Agarwal |
|
| 07-Apr-2020 |
Metals COVID 19 impact: 1HFY21 washed out; all hopes on 2HFY21… |
India |
Vikash Singh |
|
| 07-Apr-2020 |
Pharmaceuticals: Impact Covid19: Worst of lockdown is behind |
India |
Surya Patra |
|
| 07-Apr-2020 |
IT Services - Q4FY20 Preview: Covid-19 to impact results; Outlook uncertain |
India |
Vibhor Singhal |
|
| 07-Apr-2020 |
PATH |
India |
Anshul Bhargava |
|
| 06-Apr-2020 |
Agriculture Inputs: Impact of Covid-19 |
India |
Deepak Chitroda |
|
| 03-Apr-2020 |
Capital Goods & Engineering - 4QFY20 CMIE capex data – Impact of lockdown yet to be seen |
India |
Jonas Bhutta |
|
| 03-Apr-2020 |
Aurobindo Pharma (ARBP IN): Sandoz deal termination will ease financial burden |
India |
Surya Patra |
|
| 03-Apr-2020 |
PATH |
India |
Anshul Bhargava |
|
| 02-Apr-2020 |
ORIENTEL IN | Company Update | CMP: Rs 185 TP: Rs 237 |
India |
Deepak Agarwal |
|
| 01-Apr-2020 |
PATH |
India |
Anshul Bhargava |
|
| 01-Apr-2020 |
Logistics monthly update - Major Ports and Container rail volume |
India |
Vikram Suryavanshi |
|
| 31-Mar-2020 |
PATH |
India |
Anshul Bhargava |
|
| 31-Mar-2020 |
PC Metals - Monthly wrap |
India |
Vikash Singh |
|
| 31-Mar-2020 |
Jubilant Foodworks - Company update: Down, but not out: Upgrade to BUY |
India |
Vishal Gutka |
|
| 31-Mar-2020 |
Infrastructure - Operations to be hit hard; FY21 likely to be a washout yea |
India |
Vibhor Singhal |
|
| 30-Mar-2020 |
PATH |
India |
Anshul Bhargava |
|
| 30-Mar-2020 |
Industrial Automation - Evolved models and structural tailwinds will help survive troubled times |
India |
Jonas Bhutta |
|
| 30-Mar-2020 |
PATH |
India |
Anshul Bhargava |
|
| 27-Mar-2020 |
PATH |
India |
Anshul Bhargava |
|
| 27-Mar-2020 |
Monetary Policy – Largest ever monetary stimulus |
India |
Anjali Verma |
|
| 26-Mar-2020 |
Banking sector update: Quality will prevail |
India |
Manish Agarwalla |
|
| 25-Mar-2020 |
ICICI Lombard - Silver lining amongst the dark clouds |
India |
Sujal Kumar |
|
| 25-Mar-2020 |
IT Services - Uncertain times; Sector staring at zero-growth in FY21 |
India |
Vibhor Singhal |
|
| 23-Mar-2020 |
HUL Company Update: VWash on the verge of becoming the next Indulekha |
India |
Vishal Gutka |
|
| 23-Mar-2020 |
Strategy: Covid Series (III) - First ever GLOBAL shutdown: FEAR!!! And GREED (???) |
India |
Anjali Verma |
|
| 23-Mar-2020 |
PATH |
India |
Anshul Bhargava |
|
| 23-Mar-2020 |
PATH |
India |
Anshul Bhargava |
|
| 19-Mar-2020 |
Cement: COVID-19 Impact |
India |
Vibhor Singhal |
|
| 19-Mar-2020 |
Retail: Impact of Covind-19 |
India |
Ankit Kedia |
|
| 19-Mar-2020 |
Larsen & Toubro (LT IN) - Lot of unknowns weigh down valuations |
India |
Jonas Bhutta |
|
| 19-Mar-2020 |
PATH |
India |
Anshul Bhargava |
|
| 18-Mar-2020 |
PATH |
India |
Anshul Bhargava |
|
| 17-Mar-2020 |
PATH |
India |
Anshul Bhargava |
|
| 16-Mar-2020 |
PATH |
India |
Anshul Bhargava |
|
| 13-Mar-2020 |
CPI, IIP : CPI dipped from highs; IIP better |
India |
Anjali Verma |
|
| 12-Mar-2020 |
Macro and Strategy Outlook : Slowdown to aggravate; domestic and global |
India |
Anjali Verma |
|
| 12-Mar-2020 |
PATH |
India |
Anshul Bhargava |
|
| 11-Mar-2020 |
PATH |
India |
Anshul Bhargava |
|
| 09-Mar-2020 |
PATH |
India |
Anshul Bhargava |
|
| 06-Mar-2020 |
UPL Ltd Co Update: Continue to remain on a growth path |
India |
Deepak Chitroda |
|
| 06-Mar-2020 |
Yes Bank (YES IN) : Time has finally run out (Sell Maintain) |
India |
Sujal Kumar |
|
| 06-Mar-2020 |
PATH |
India |
Anshul Bhargava |
|
| 05-Mar-2020 |
PATH |
India |
Anshul Bhargava |
|
| 04-Mar-2020 |
PATH |
India |
Anshul Bhargava |
|
| 02-Mar-2020 |
SBI Cards & Payment Services Ltd - IPO note : Play of Indian consumption story : SUBSCRIBE |
India |
Manish Agarwalla |
|
| 02-Mar-2020 |
PATH |
India |
Anshul Bhargava |
|
| 28-Feb-2020 |
Q3FY20 GDP : Constant sharp revisions = Lesser confidence on data |
India |
Anjali Verma |
|
| 28-Feb-2020 |
PATH |
India |
Anshul Bhargava |
|
| 28-Feb-2020 |
Biocon (BIOS IN): Pegfilgrastim ramp-up will be value accretive; BUY with TP Rs 370 |
India |
Surya Patra |
|
| 26-Feb-2020 |
Maruti Suzuki - Company Update - Diesel discontinued - Paradise not lost! |
India |
Saksham Kaushal |
|
| 26-Feb-2020 |
PATH |
India |
Anshul Bhargava |
|
| 25-Feb-2020 |
IMFA Company update - Increase in domestic cost curve can act as catalyst (Not Rated) |
India |
Vikash Singh |
|
| 25-Feb-2020 |
PATH |
India |
Anshul Bhargava |
|
| 24-Feb-2020 |
Ambuja Cements: Maintain Sell (PO Rs190) |
India |
Vaibhav Agarwal |
|
| 20-Feb-2020 |
PATH |
India |
Anshul Bhargava |
|
| 19-Feb-2020 |
PhillipCapital - Q3FY20 Earnings Review: Better than Q2; revenues stay tepid |
India |
Anjali Verma |
|
| 18-Feb-2020 |
Infrastructure - The ‘order-book-keeper’ – Mixed trends; Momentum picking up |
India |
Vibhor Singhal |
|
| 18-Feb-2020 |
Thangamayil Jewellery: Company Update: Set for takeoff - Maintain BUY |
India |
Vishal Gutka |
|
| 18-Feb-2020 |
Finolex Cables Ltd: 3QFY20 Results- Muted performance due to slowdown continues |
India |
Deepak Agarwal |
|
| 17-Feb-2020 |
Ashok Leyland (AL IN) - Q3FY20 update - Near term weakness priced in - Neutral |
India |
Saksham Kaushal |
|
| 17-Feb-2020 |
SAIL 3QFY20: Better volumes and operating leverage to drive earnings (Maintain Buy) |
India |
Vikash Singh |
|
| 17-Feb-2020 |
Mangalam Cement (Neutral ; PO Rs300 |
India |
Vaibhav Agarwal |
|
| 17-Feb-2020 |
KDDL - Q3FY20 Review: Volume recovery in Ethos (Maintain NEUTRAL) |
India |
Vikram Suryavanshi |
|
| 17-Feb-2020 |
Retail Sector Q3FY20 review:Revenue growth slows, margins expand |
India |
Ankit Kedia |
|
| 17-Feb-2020 |
Sadbhav Engg 3QFY20 - Disappointment continues; Valuations the only saving grace |
India |
Vibhor Singhal |
|
| 17-Feb-2020 |
PATH |
India |
Anshul Bhargava |
|
| 14-Feb-2020 |
Ahluwalia Contracts 3QFY20 - Disappoints yet again; Valuations remain expensive - (PhillipCapital India) |
India |
Vibhor Singhal |
|
| 14-Feb-2020 |
KNR Constr 3QFY20 - Strong and stable performance – Expected to continue |
India |
Vibhor Singhal |
|
| 14-Feb-2020 |
Muthoot Finance Q3FY20 - Higher gold price continue to drive balance sheet growth |
India |
Pradeep Agrawal |
|
| 14-Feb-2020 |
Cochin Shipyard (COCHIN IN): Q3FY20 Result Review - Here comes the earnings cliff. Downgrade to Neutral |
India |
Jonas Bhutta |
|
| 14-Feb-2020 |
Allcargo Logistics Ltd: Q3FY20 Review - Focus on de-leveraging (Maintain BUY) |
India |
Vikram Suryavanshi |
|
| 14-Feb-2020 |
Shree Cement - Maintain BUY (PO: Rs27,500) |
India |
Vaibhav Agarwal |
|
| 14-Feb-2020 |
PI Industries Ltd Q3FY20 Review :Planning an ambitious capex for multi year growth |
India |
Deepak Chitroda |
|
| 14-Feb-2020 |
Logistics Monthly - Major ports and container volume tracker |
India |
Vikram Suryavanshi |
|
| 14-Feb-2020 |
PATH |
India |
Anshul Bhargava |
|
| 13-Feb-2020 |
Navkar Carporation 3QFY20 Update - Traction at Vapi continues Maintain BUY |
India |
Vikram Suryavanshi |
|
| 13-Feb-2020 |
Capital Goods - Takeaways from Defence Expo 2020 |
India |
Jonas Bhutta |
|
| 13-Feb-2020 |
IPCA Laboratories - Holds strong visibility for profitable growth |
India |
Surya Patra |
|
| 13-Feb-2020 |
Bharat Dynamics Ltd (BDL IN): Q3FY20 Result Review - Technical issues continue to play truant |
India |
Jonas Bhutta |
|
| 13-Feb-2020 |
Aarti Industries - Long term value growth visibility intact; BUY with TP Rs 1150 |
India |
Surya Patra |
|
| 13-Feb-2020 |
Future Lifestyle Fashions (Q3FY20): Focus on margins in a challenging environmen |
India |
Ankit Kedia |
|
| 13-Feb-2020 |
PATH |
India |
Anshul Bhargava |
|
| 12-Feb-2020 |
Hindalco 3QFY20 result: Near term headwinds; long term outlook intact (Maintain Buy) |
India |
Vikash Singh |
|
| 12-Feb-2020 |
CPI, IIP : Not in the good zone |
India |
Anjali Verma |
|
| 12-Feb-2020 |
ABB India (ABB IN): Q4CY19 Result Review - Weak Industrial automation results in underperformance |
India |
Jonas Bhutta |
|
| 12-Feb-2020 |
path |
India |
Anshul Bhargava |
|
| 12-Feb-2020 |
ITD Cementation 3QFY20 - Mixed results; Inconsistency continues – maintain SELL |
India |
Vibhor Singhal |
|
| 12-Feb-2020 |
Coronavirus Impact : Manageable in the near term | Prolonged - detrimental |
India |
Anjali Verma |
|
| 12-Feb-2020 |
Somany Ceramics Ltd: 3QFY20 Results-Overall slowdown continues to impact growth |
India |
Deepak Agarwal |
|
| 12-Feb-2020 |
Kajaria Ceramics Ltd: 3QFY20 Results-Slowdown impacting performance, expects recovery ahead |
India |
Deepak Agarwal |
|
| 12-Feb-2020 |
Indo Count 3QFY20 Update : Strong volume recovery Maintain BUY |
India |
Vikash Singh |
|
| 12-Feb-2020 |
Siemens India (SIEM IN): Q1FY20 Result review - Lower orderbook and weak industrial activity weighs on execution |
India |
Jonas Bhutta |
|
| 12-Feb-2020 |
BHEL (BHEL IN): Q3FY20 Result review - Disappointing result as execution challenges continue |
India |
Jonas Bhutta |
|
| 11-Feb-2020 |
GE T&D India (GETD IN): Q3FY20 - Weak performance across the board |
India |
Jonas Bhutta |
|
| 11-Feb-2020 |
Auto Expo 2020 - Wow factor missing |
India |
Saksham Kaushal |
|
| 11-Feb-2020 |
Kalpataru Power (KPP IN): Q3FY20 Result review - Inline result across all metrics |
India |
Jonas Bhutta |
|
| 11-Feb-2020 |
JK Cement: Maintain BUY (PO Rs2,200 |
India |
Vaibhav Agarwal |
|
| 11-Feb-2020 |
Ashoka Buildcon 3QFY20 - Disappointing results; McQ deal to be the key trigger |
India |
Vibhor Singhal |
|
| 11-Feb-2020 |
Bajaj Consumer: Q3FY20: Loads of oiling required before growth makes a comeback - Maintain Neutral |
India |
Preeyam Tolia |
|
| 11-Feb-2020 |
3QFY20 Phoenix Mills: Strong performance led by festive consumption and residential sales |
India |
Dhawal Somaiya |
|
| 11-Feb-2020 |
VRL Logistics 3QFY20 - Volume driven growth Maintain Neutral |
India |
Vikram Suryavanshi |
|
| 11-Feb-2020 |
ICICI Lombard - Initiating Coverage - Near-term challenges outweigh long-term opportunities |
India |
Sujal Kumar |
|
| 11-Feb-2020 |
Voltas Ltd (Neutral; TP:740) Q3FY20 - RAC does well, Strong order book in project business |
India |
Deepak Agarwal |
|
| 11-Feb-2020 |
Concor 3QFY20 Update: Volume slowdown persist Maintian Neutral |
India |
Vikash Singh |
|
| 10-Feb-2020 |
Bharat Forge (BHFC IN) - Q3FY20 - Weak end markets to weigh on performance - |
India |
Saksham Kaushal |
|
| 10-Feb-2020 |
Nalco 3QFY20: Lacklustre quarter; expect performance to improve (Maintain Neutral) |
India |
Vikash Singh |
|
| 10-Feb-2020 |
Camlin Fine Sciences -Value growth visibility remains intact; BUY with TP Rs 140 |
India |
Surya Patra |
|
| 10-Feb-2020 |
3QFY20 Oberoi Realty: EBITDA Margins and earnings improve amid muted pre-sales |
India |
Anjali Verma |
|
| 10-Feb-2020 |
Britannia Industries Q3FY20:Near term challenges outweigh structural growth drivers - Maintain Neutral |
India |
Vishal Gutka |
|
| 10-Feb-2020 |
Repco Home Finance (REPCO IN) Q3FY20 Quarterly Update : Positive surprise on margin (BUY Maintain) |
India |
Sujal Kumar |
|
| 10-Feb-2020 |
ACC Ltd. - Maintain SELL (PO Rs1,300) |
India |
Vaibhav Agarwal |
|
| 10-Feb-2020 |
KEC International (KECI IN): Result review - In-line operating results; diversifying to di-risk slowdown in T&D |
India |
Jonas Bhutta |
|
| 10-Feb-2020 |
Aurobindo Pharma - Likely closure of Sandoz acquisition in Q4 is the key: BUY with Tp Rs 780 |
India |
Surya Patra |
|
| 10-Feb-2020 |
UPL Ltd Q3FY20 Review: Synergy benefits of Arysta has started flowing |
India |
Deepak Chitroda |
|
| 10-Feb-2020 |
Hero MotoCorp (HMCL IN) - Q3FY20 update - Decent performance but headwinds remain |
India |
Saksham Kaushal |
|
| 09-Feb-2020 |
Engineers India (ENGR IN): Q3FY20 Results Review - Margins disappoint |
India |
Jonas Bhutta |
|
| 08-Feb-2020 |
Tata Steel 3QFY20: Positives priced in; awaiting turnaround in European business (Downgrade to Neutral) |
India |
Vikash Singh |
|
| 07-Feb-2020 |
Dalmia Bharat - Maintain BUY - PO Rs1,350 |
India |
Vaibhav Agarwal |
|
| 07-Feb-2020 |
Star Cement - Maintain BUY - PO Rs110 |
India |
Vaibhav Agarwal |
|
| 07-Feb-2020 |
India Cements - Maintain BUY - PO Rs110: |
India |
Vaibhav Agarwal |
|
| 07-Feb-2020 |
Sun Pharma (SUNP IN) - All eyes on specialty portfolio’s performance |
India |
Surya Patra |
|
| 07-Feb-2020 |
NCC Ltd 3QFY20 - Muted results, as expected; Order inflows remain the key |
India |
Vibhor Singhal |
|
| 07-Feb-2020 |
Emami Ltd Q3FY20: Focus shall shift to core as overhang goes away - Maintain Neutral |
India |
Vishal Gutka |
|
| 07-Feb-2020 |
Cadila Healthcare (CDH IN) : Set for a steady growth |
India |
Surya Patra |
|
| 07-Feb-2020 |
Johnson Controls-Hitachi AC (I) Ltd (BUY; TP:2800) Q3FY20 - Strong operating performance, earnings surprise |
India |
Deepak Agarwal |
|
| 07-Feb-2020 |
NMDC 3QFY20 result: Banking on volume growth story… (Maintan Buy) |
India |
Vikash Singh |
|
| 07-Feb-2020 |
Lupin (LPC IN) : Mounting operational challenges concern us |
India |
Surya Patra |
|
| 07-Feb-2020 |
Trent: Expecting healthy store opening in Q4FY20 |
India |
Ankit Kedia |
|
| 07-Feb-2020 |
Apollo Tyres Q3FY20: Decent performance in tough conditions (Maintain BUY) |
India |
Saksham Kaushal |
|
| 06-Feb-2020 |
Cipla (CIPLA IN) - Business prioritisation augurs well |
India |
Surya Patra |
|
| 06-Feb-2020 |
V-Mart Retail: SSSG continues to disappoint |
India |
Ankit Kedia |
|
| 06-Feb-2020 |
ABFRL - Core business continues to deliver |
India |
Ankit Kedia |
|
| 06-Feb-2020 |
PNC Infratech 3QFY20 - Strong results; Orderbook needs a boost, for better outlook |
India |
Vibhor Singhal |
|
| 06-Feb-2020 |
Monetary Policy – Focus on transmission and boosting credit |
India |
Anjali Verma |
|
| 06-Feb-2020 |
Sanghi Industries: Maintain BUY |
India |
Vibhor Singhal |
|
| 06-Feb-2020 |
Cognizant Technology 4QCY19 - Beats Guidance, Outlook Remains Weak |
India |
Vibhor Singhal |
|
| 06-Feb-2020 |
Divi’s Laboratories (DIVI IN) : All set for profitable growth |
India |
Surya Patra |
|
| 05-Feb-2020 |
Thermax (TMX IN): Result Review - Expensive valuations for limited earnings visibility |
India |
Jonas Bhutta |
|
| 05-Feb-2020 |
Titan Company: Q3FY20: Steady ship in choppy waters: Maintain Neutral |
India |
Vishal Gutka |
|
| 05-Feb-2020 |
Praj Industries 3QFY20 Update - Impact of lower execution Maintian BUY |
India |
Vikash Singh |
|
| 05-Feb-2020 |
Macro & Strategy: +ve momentum sustains; Dec 19 PC India Index slightly lower |
India |
Anjali Verma |
|
| 05-Feb-2020 |
Bajaj Electricals Ltd (BUY; TP:490) Q3FY20 - CD shaping well, E&P business in doldrums |
India |
Deepak Agarwal |
|
| 05-Feb-2020 |
SRF Ltd (SRF IN) : Near term triggers priced-in: Downgrade to Neutral |
India |
Surya Patra |
|
| 04-Feb-2020 |
Mahindra & Mahindra (MM IN) - Q3FY20 Update - Near term overhang remains |
India |
Saksham Kaushal |
|
| 04-Feb-2020 |
Adani Ports 3QFY20 - Muted results; Macro challenges to limit near term upside |
India |
Vibhor Singhal |
|
| 04-Feb-2020 |
3QFY20 Godrej Properties: Strong cash flows and business development amid muted pre-sales , Maintain Neutral |
India |
Dhawal Somaiya |
|
| 04-Feb-2020 |
Shriram Transport Finance Q3FY20 Update: Lower credit cost drive beat in earnings; Asset quality stable |
India |
Pradeep Agrawal |
|
| 04-Feb-2020 |
Chambal Fertiliser Q3FY20:Strong performance continues |
India |
Deepak Chitroda |
|
| 04-Feb-2020 |
Coromandel Int Q3FY20:Strong performance led by better rabi demand |
India |
Deepak Chitroda |
|
| 03-Feb-2020 |
3QFY20 Sobha: Cash flow recovering; sunrise on the annuity portfolio, Maintain BUY |
India |
Dhawal Somaiya |
|
| 03-Feb-2020 |
V-Guard Industries Ltd (Neutral; TP:231) Q3FY20 - Slowdown impacting growth |
India |
Deepak Agarwal |
|
| 02-Feb-2020 |
Capital Goods: Budget FY21 - Nothing exciting as expected |
India |
Jonas Bhutta |
|
| 01-Feb-2020 |
ITC Limited: Company Update : And the hits just keep on coming… Downgrade to Neutral |
India |
Vishal Gutka |
|
| 01-Feb-2020 |
Union Budget 2020-21: Infra focus, rural muted; income tax rejig ineffective |
India |
Anjali Verma |
|
| 01-Feb-2020 |
Top takeaways from Q3FY20
? VO reported sales of Rs 2.38bn (-21% yoy), a miss of 6% to our estimates of Rs 2.54bn. Export incentive of Rs 44mn is regrouped in sales from other income in Q3. On a like-to-like basis, the sales missed our estimates by 8%. The sales under performance were largely led by softening price as well as demand scenario in key products of ATBS and IBB (caused by continuing challenge at Chinese customers’ end).
? Given the weakness in key products ATBS/IBB, the EBITDA margins at 34.8% surprised us negatively by 120bps, resulting in 9% miss in EBITDA at Rs 830mn (-22% yoy).
? Despite higher other income (doubled at Rs 154mn) and new tax amendments (25% vs 33% earlier), the PAT reported 6% yoy fall to Rs 665mn, a miss of 6% to our estimates.
Management call takeaways:
? VO’s lead product ATBS declined double digit percentage in Q3 primarily due to weak demand from Oil & gas segment (given the softening outlook of crude oil/gas and that contributes about 20% of overall demand) and peak revenue base of last year that was boosted by the exit of Lubrizol from the product.
? Currently, VO operates at 90% utilisation of existing ATBS capacity and simultaneously has expanded capacity to 40,000tnpa from current 26,000tnpa. Given the weak demand outlook, the expanded ATBS capacity is likely to see delayed commissioning in FY21 (vs. Q2).
? Although the IBB sales picked up sequentially, it witnessed a yoy decline due to weak demand from its leading global partner as they are in their in the manufacturing restructuring mode. So the weakness in IBB seems temporary.
? VO has just commissioned its new project to manufacture butyl phenols with couple of months delay in Q3 (with a capex of around Rs 2.4bn). Hence, there was hardly any sales contribution from the project in the quarter but it added some incremental cost.
? The butyl phenol plant has an annual capacity of 39000 TPA to manufacture Para-Tertiary Butyl Phenol, Ortho-Tertiary Butyl Phenol, 2,4-Di Tertiary Butyl Phenol and 2,6-Di Tertiary Butyl Phenol. VO guides to generate optimal sales of Rs 4bn in at full utilization of the project. We estimate incremental sales of Rs 510mn in FY20 and Rs 2.13bn in FY21
? VO has already expanded its IB capacity to 30,000 TPA from 12,000 TPA in FY19, which will backward integrate the ATBS expansion and its upcoming project of butyl phenols.
? VO guides for flat sales performance in FY20.
Outlook and valuation: VO’s Q3 earnings missed our estimates by 6% but it has brought in weak demand outlook for its lead product in the near-term. Going ahead, factoring the visible weakness in ATBS demand outlook, delayed commissioning of Butyl Phenol project and most likely weakening product mix, we cut our earnings estimates for FY20/21/22 by 15%/18%/15% (to Rs60.8/72.6/88). According we value VO at Rs.2000 (implying potential downside of 10% from CMP. Hence we downgrade our rating to Neutral from Buy with TP of Rs2000 |
India |
Surya Patra |
|
| 01-Feb-2020 |
Vedanta 3QFY20 result: One off income propelled EBITDA; Guidance cut again (Maintain Buy) |
India |
Vikash Singh |
|
| 01-Feb-2020 |
State Bank of India (SBIN IN) Quarterly Update : No visible sign of stress BUY (Upgrade) |
India |
Manish Agarwalla |
|
| 31-Jan-2020 |
HUL Q3FY20: The Juggernaut who always surprises us |
India |
Vishal Gutka |
|
| 31-Jan-2020 |
Tata Motors (TTMT IN) - Q3FY20 update - Near term risks remain an overhang |
India |
Saksham Kaushal |
|
| 31-Jan-2020 |
Tech Mahindra 3QFY20 - Decent Results, fundamentals remain weak |
India |
Vibhor Singhal |
|
| 31-Jan-2020 |
Magma Fincorp Q3FY20 - Disbursement picks up as liquidity eases; Credit cost remains high |
India |
Pradeep Agrawal |
|
| 31-Jan-2020 |
Marico Q3FY20: Loads of Oiling required before growth makes a comeback |
India |
Vishal Gutka |
|
| 31-Jan-2020 |
Shriram City Union Finance Q3FY20 - Stable quarter; Two-wheeler drives growth |
India |
Pradeep Agrawal |
|
| 30-Jan-2020 |
Dabur Q3FY20: Steady ship in choppy waters |
India |
Vishal Gutka |
|
| 30-Jan-2020 |
Bajaj Auto Q3FY20 update - Record performance but headwinds remain. Maintain Neutral |
India |
Saksham Kaushal |
|
| 30-Jan-2020 |
Bharat Electronics (BHE IN): Q3FY20 Result review - Murphy’s Law at play, should reverse trend in 4Q |
India |
Jonas Bhutta |
|
| 30-Jan-2020 |
PC Metals sector update- Odisha iron ore mine auction – On your mark, get set, go |
India |
Vikash Singh |
|
| 30-Jan-2020 |
Colgate Palmolive Q3FY20: More hope, less delivery |
India |
Vishal Gutka |
|
| 30-Jan-2020 |
Godrej Consumer Q3FY20: One more quarter of sub-par performance |
India |
Vishal Gutka |
|
| 30-Jan-2020 |
Retail Sector - A scanner on women-oriented ethnic-wear brands |
India |
Ankit Kedia |
|
| 29-Jan-2020 |
JK Lakshmi Cement - Maintain BUY (PO Rs530; (+43%)) |
India |
Vaibhav Agarwal |
|
| 29-Jan-2020 |
Cummins India (KKC IN): Q3FY20 Result review - Weak commentary takes the shine away from a strong 3Q |
India |
Jonas Bhutta |
|
| 29-Jan-2020 |
PC - Metals monthly wrap - January 2020 |
India |
Vikash Singh |
|
| 29-Jan-2020 |
NIIT Tech 3QFY20 - Decent Results, Strong Order Intake; Valuations Expensive |
India |
Vibhor Singhal |
|
| 29-Jan-2020 |
Jubilant Foodworks: Q3FY20: On a strong wicket: Maintain Neutra |
India |
Vishal Gutka |
|
| 29-Jan-2020 |
Escorts Ltd. (ESC IN) - Q3FY20 update - Scaling new heights. Upgrade to Buy |
India |
Saksham Kaushal |
|
| 29-Jan-2020 |
HUL - Company Update: Could Unilever acquire GSK Plc’s stake in HUL ? : Maintain BUY |
India |
Vishal Gutka |
|
| 28-Jan-2020 |
Orient Electric Ltd (BUY; TP:276) Q3FY20: “Switch to Smart” – The Game is on!! |
India |
Deepak Agarwal |
|
| 28-Jan-2020 |
M&M Financial Services Q3FY20 - Asset quality worsens |
India |
Pradeep Agrawal |
|
| 28-Jan-2020 |
Maruti Suzuki (MSIL IN) - 3QFY20 Update - Easy does it |
India |
Saksham Kaushal |
|
| 28-Jan-2020 |
Manappuram Finance Q3FY20 - Growth in core portfolio accelerates |
India |
Pradeep Agrawal |
|
| 28-Jan-2020 |
HDFC Ltd (HDFC IN) Q3FY20 Quarterly Update : Stable Performance (BUY Maintain) |
India |
Manish Agarwalla |
|
| 28-Jan-2020 |
Dr Reddy’s Lab: Focuses on cost containment as sales outlook becomes muted: Neutral, TP Rs 3300 |
India |
Surya Patra |
|
| 27-Jan-2020 |
Strategy – Budget Preview: Infra focus likely amidst fiscal strain |
India |
Anjali Verma |
|
| 27-Jan-2020 |
Indian Bank (INBK IN) Q3FY20 Quarterly Update : Steering well in tough times (BUY Maintain |
India |
Manish Agarwalla |
|
| 27-Jan-2020 |
DCB Bank (DCBB IN) Q3FY20 Quarterly Update : Growth continue to elude (SELL (Maintain) |
India |
Manish Agarwalla |
|
| 27-Jan-2020 |
ICICI Bank (ICICIBC IN) Q3FY20 Quarterly Update : Strong operating performance, Watchlist still sticky (BUY Maintain) |
India |
Manish Agarwalla |
|
| 27-Jan-2020 |
Siemens India (SIEM IN) - Acquisition of C&S Electric – Backended payback for playing catch-up |
India |
Jonas Bhutta |
|
| 27-Jan-2020 |
Atul Ltd (ATLP IN): Focus on profitability drives: |
India |
Surya Patra |
|
| 27-Jan-2020 |
PATH |
India |
Anshul Bhargava |
|
| 26-Jan-2020 |
Biocon(BIOS IN)-Value growth led by biologics ramp up ahead: BUY with TP Rs 370 |
India |
Surya Patra |
|
| 24-Jan-2020 |
JSW Steel Q3FY20 update: Outlook improving but valuations remain expensive (Maintain SELL; TP 233) |
India |
Vikash Singh |
|
| 24-Jan-2020 |
Bank of Baroda (BOB IN) Q3FY20 Quarterly Update : No sight of normalised credit cost (NEUTRAL Maintain |
India |
Manish Agarwalla |
|
| 24-Jan-2020 |
UltraTech Cement - Maintain BUY; PO Rs6,000 (+29%) |
India |
Vaibhav Agarwal |
|
| 24-Jan-2020 |
Sumitomo Chemical India Ltd: Well-placed to leverage parent’s capability |
India |
Deepak Chitroda |
|
| 24-Jan-2020 |
PATH |
India |
Anshul Bhargava |
|
| 23-Jan-2020 |
Cholamandalam Finance Q3FY20 - Higher margins drive beat in earnings |
India |
Pradeep Agrawal |
|
| 23-Jan-2020 |
Ceat Ltd (CEAT IN) - 3QFY20 Update - Replacement leads to outperformance |
India |
Saksham Kaushal |
|
| 23-Jan-2020 |
Agro Tech Foods Q3FY20: Kick-starting the virtuous cycle : Maintain BUY |
India |
Preeyam Tolia |
|
| 23-Jan-2020 |
KEI Industries (BUY; TP:616) Q3FY20 -Wired for exponential growth; strong execution |
India |
Deepak Agarwal |
|
| 23-Jan-2020 |
Polycab India Ltd (BUY; TP:1100) Q3FY20 -Strong growth led by exports |
India |
Deepak Agarwal |
|
| 23-Jan-2020 |
Larsen & Toubro (LT IN): Q3FY20 Result review - Orders surprise = No cut in guidance, contrary to expectations |
India |
Jonas Bhutta |
|
| 23-Jan-2020 |
Havells India Ltd (SELL; TP:550) Q3FY20 - Weak show, core business under pressure |
India |
Deepak Agarwal |
|
| 23-Jan-2020 |
PATH |
India |
Anshul Bhargava |
|
| 22-Jan-2020 |
Axis Bank (AXSB IN) Q3FY20 Quarterly Update : Macro headwinds pose a challenge (BUY Maintain) |
India |
Manish Agarwalla |
|
| 22-Jan-2020 |
Gateway Distriparks 3QFY20 Update - Benefit of de-leveraging |
India |
Vikram Suryavanshi |
|
| 22-Jan-2020 |
PATH |
India |
Anshul Bhargava |
|
| 21-Jan-2020 |
Hindustan Zinc 3QFY20- In-line quarter; volume ramp-up wait gets longer… (Maintain Neutral) |
India |
Vikash Singh |
|
| 20-Jan-2020 |
Johnson Controls-Hitachi AC (I) Ltd: Brand re-positioning-led gains ahead - INITIATING COVERAGE - BUY (TP 2,700/-) |
India |
Deepak Agarwal |
|
| 20-Jan-2020 |
Kotak Mahindra Bank (KMB IN) Q3FY20 Quarterly Update : Continue to remain cautious in slowing economy (Neutral Maintain) |
India |
Sujal Kumar |
|
| 20-Jan-2020 |
Jindal Steel & Power 3QFY20 result: Improving Angul performance to drive earnings |
India |
Vikash Singh |
|
| 20-Jan-2020 |
HDFC Bank (HDFCB IN) - Going all out to grab market share |
India |
Manish Agarwalla |
|
| 20-Jan-2020 |
PATH |
India |
Anshul Bhargava |
|
| 18-Jan-2020 |
HCL Tech 3QFY20 - Strong Performance; Limited Organic Growth Visibility- Maintain NEUTRAL |
India |
Vibhor Singhal |
|
| 18-Jan-2020 |
L&T Technologies 3QFY20 - Inline results, Positive Outlook |
India |
Vibhor Singhal |
|
| 17-Jan-2020 |
Capital Goods - Emission control: Centre done, will States and Private follow? |
India |
Jonas Bhutta |
|
| 17-Jan-2020 |
Agriculture Inputs: US trade deal boosts India’s agrochemicals exports potential |
India |
Deepak Chitroda |
|
| 16-Jan-2020 |
Cyient Q3FY20: Muted performance (as expected) – close to bottoming out |
India |
Vibhor Singhal |
|
| 16-Jan-2020 |
PATH |
India |
Anshul Bhargava |
|
| 15-Jan-2020 |
L&T Infotech 3QFY20: Strong results; Valuations expensive |
India |
Vibhor Singhal |
|
| 15-Jan-2020 |
FY21 Budget Preview : Managed act amid precarious fiscal/economic health |
India |
Anjali Verma |
|
| 15-Jan-2020 |
IT Services - Deal Monitor: ISG 4QCY19 - Growth slightly decelerates, CY20 outlook strong |
India |
Vibhor Singhal |
|
| 14-Jan-2020 |
Wipro: Muted performance as expected; Growth to remain tepid |
India |
Vibhor Singhal |
|
| 14-Jan-2020 |
Mindtree Q3FY20: Strong performance, beating expectations – maintain BUY |
India |
Vibhor Singhal |
|
| 14-Jan-2020 |
Logistics monthly update - Major Ports and Container rail volume |
India |
Vikash Singh |
|
| 14-Jan-2020 |
Top takeaways from Q3FY20
• On merged basis total income of Rs 48.6bn (+11% yoy) was marginally below our estimates of Rs 50.1 bn. NII at Rs 30.7 bn (+10% yoy) came below expectations on account of lower credit growth (+13% yoy) and stable NIM at 4.15% (2Q20: 4.1%). Fee income at Rs 17.9bn (+14% yoy) continues to remain strong. Opex was up 14% YoY to Rs 21.2 bn. Provisions increased 41% qoq to Rs 10.4 bn due to accelerated provisioning of Rs 2.5 bn (Rs 3.6 bn in 2Q20). Overall Profit came at Rs 13.0 bn (+2% yoy).
• Slippages during the quarter were Rs 19.5 bn. Corporate segment slippages of Rs 12.4 bn (Rs 4.8 bn in 2Q20) included Rs 2.8bn from travel company, Rs 2.5bn from diversified group (recovered fully) and Rs 1.7bn from a paper company. GNPA remained stable at 2.18% on higher recovery (Rs 3.5bn) and write-offs (Rs 5.2bn). NNPA reduced by 7bps qoq to 1.05% as bank increased its PCR to 53% (from 50% in 2Q20).
• GNPA Ratio for Credit cards and MFI increased by 17bps/16bps qoq while commercial vehicle GNPA increased 22bps qoq.
Management comments / concall takeaways:
• Exposure to Stressed group: Bank’s net exposure to three stressed groups in Media/Diversified and HFC declined to 0.47% of loan book (1.9% in 4Q19), largely due to repayments and 100% provisioning on HFC account, declared as fraud by the bank.
• Fraud: Bank has classified exposure to one travel company (Cox and King) and a HFC (DHFL) as fraud and has provided 100% on these account of this 25%(Rs 2.4 bn) has been debited to P&L and remaining 75% drawn down from the Reserves. This will be debited to P&L equally over next three quarters
• ILFS: Provision coverage for bank’s exposure towards IL&FS increased to 73% on blended basis. Expected recovery of 75% for one SPV(Tunnel project) based on bid submitted.
• Growth: Growth was impacted due higher repayments especially from stressed group. Over last 2 quarters bank has received repayment of Rs 50-60bn (Rs 22 bn from Indiabulls Hsg). MFI: Bank had slowed down MFI growth in Assam and WB in last 2-3 months due to agitation and aggressive lending by few players. Growth coming from other states.
• Guidance: Credit cost for FY21 ex IL&FS should be in the range of 60-70bps and in FY20 Credit cost should be in the rage of 80bps
Outlook and valuation: Banks strategy has shifted towards “Retailisation of Balance Sheet” with focus on improving retail deposit franchisee; increase contribution of non-vehicle retail loan; higher proportion of micro finance business. However in near term banks performance will be driven by its corporate book exposures. Even after factoring the consequential provisioning impact on stress loan, the risk-adjusted RoA should continue to remain strong, driven by earnings growth of 24%+ over FY19-22 on merged basis. We have a Buy rating on the stock with PT of Rs1640 valuing the bank at 2.8x FY21E ABPVS of Rs585. |
India |
Manish Agarwalla |
|
| 14-Jan-2020 |
Company Update: Kalpataru Power (KPP IN) - Promoter leverage bogs down a strong fundamental story |
India |
Jonas Bhutta |
|
| 13-Jan-2020 |
CPI : Surged beyond expectation |
India |
Anjali Verma |
|
| 10-Jan-2020 |
IIP : Low base aids uptick, likely to persist |
India |
Anjali Verma |
|
| 10-Jan-2020 |
Infosys Q3FY20: Results along expectations; Clean-chit by audit committee |
India |
Vibhor Singhal |
|
| 09-Jan-2020 |
Metals: Q3FY20 Preview - Muted performance; Outlook improving for integrated steel players |
India |
Vikash Singh |
|
| 08-Jan-2020 |
Q3FY20 Results Preview: Large-Cap corporates faring better than the rest |
India |
Anjali Verma |
|
| 08-Jan-2020 |
Consumer Electricals: Strong winters and inventory push will lead to growth in Q3 |
India |
Deepak Agarwal |
|
| 08-Jan-2020 |
Pharma- Q3FY20 Preview - Lacklustre quarter |
India |
Surya Patra |
|
| 08-Jan-2020 |
HUL Company Update: Substance over form shall prevail - Maintain BUY |
India |
Vishal Gutka |
|
| 08-Jan-2020 |
Agriculture Inputs: Q3FY20 Preview - A better rabi season to support earnings |
India |
Deepak Chitroda |
|
| 08-Jan-2020 |
PATH |
India |
Anshul Bhargava |
|
| 07-Jan-2020 |
Capital Goods & Engineering - 3QFY20 preview: Weak macros to impact order inflows |
India |
Jonas Bhutta |
|
| 07-Jan-2020 |
Specialty Chemicals- Q3FY20 Preview - Earning momentum continues despite challenges |
India |
Surya Patra |
|
| 07-Jan-2020 |
PC India Index: Positive momentum sustained |
India |
Anjali Verma |
|
| 07-Jan-2020 |
Chambal Fertiliser (CHMB IN): Company update: Gadepan 3 will continue to drive future growth |
India |
Deepak Chitroda |
|
| 07-Jan-2020 |
Financials- Q3FY20 Preview - Strong recovery, Moderating growth and stable NIMs |
India |
Manish Agarwalla |
|
| 06-Jan-2020 |
Consumer & Retail sector: Q3FY20 Preview: Not out of the woods yet |
India |
Vishal Gutka |
|
| 03-Jan-2020 |
IT Services - Q3FY20: CC tailwind breather in a seasonally weak quarter |
India |
Vibhor Singhal |
|
| 03-Jan-2020 |
Jubilant Foodworks: 2HFY20 SSSG turning out better than consensus expectations |
India |
Vishal Gutka |
|
| 03-Jan-2020 |
Capital Goods & Engineering: 3QFY20 CMIE capex data – Quality deteriorated; challenges continue |
India |
Jonas Bhutta |
|
| 03-Jan-2020 |
PATH |
India |
Anshul Bhargava |
|
| 02-Jan-2020 |
PATH |
India |
Anshul Bhargava |
|
| 01-Jan-2020 |
PATH |
India |
Anshul Bhargava |
|
| 31-Dec-2019 |
Logistics Sector Update: Discount on rail haulage for empty containers extended till March 2020. |
India |
Vikash Singh |
|
| 31-Dec-2019 |
NMDC Ltd.: Poised to take advantage of the disruption (Maintain BUY) |
India |
Vikash Singh |
|
| 31-Dec-2019 |
PATH |
India |
Anshul Bhargava |
|
| 27-Dec-2019 |
Endurance Technologies (ENDU IN): Takeaways from Test Track Visit |
India |
Saksham Kaushal |
|
| 27-Dec-2019 |
PATH |
India |
Anshul Bhargava |
|
| 24-Dec-2019 |
PATH |
India |
Anshul Bhargava |
|
| 23-Dec-2019 |
Metals Monthly Wrap - December 2019 |
India |
Vikash Singh |
|
| 23-Dec-2019 |
PATH |
India |
Anshul Bhargava |
|
| 20-Dec-2019 |
Accenture 1QFY20: Beats guidance; Outsourcing continues to grow |
India |
Vibhor Singhal |
|
| 20-Dec-2019 |
PATH |
India |
Anshul Bhargava |
|
| 19-Dec-2019 |
MPC Minutes: Elevated inflation reason for no cut, but space exists: |
India |
Anjali Verma |
|
| 19-Dec-2019 |
PATH |
India |
Anshul Bhargava |
|
| 18-Dec-2019 |
NCR Channel Check – Recovery in demand albeit with a strong sales push |
India |
Dhawal Somaiya |
|
| 16-Dec-2019 |
IndusInd Bank (IIB IN) )- “Retailization” of Balance sheet |
India |
Manish Agarwalla |
|
| 12-Dec-2019 |
CPI, IIP : Not in the good zone |
India |
Anjali Verma |
|
| 12-Dec-2019 |
Logistics monthly update |
India |
Vikram Suryavanshi |
|
| 12-Dec-2019 |
IT Services - One + One = Eleven (Part 2) |
India |
Vibhor Singhal |
|
| 12-Dec-2019 |
Ideation Mid & Small Cap Conference - Key takeaways |
India |
India Research Team |
|
| 11-Dec-2019 |
path |
India |
Anshul Bhargava |
|
| 10-Dec-2019 |
Company Update: Bharat Electronics (BHE IN) - A little more faith - Maintain BUY |
India |
Jonas Bhutta |
|
| 10-Dec-2019 |
PATH |
India |
Anshul Bhargava |
|
| 10-Dec-2019 |
PATH |
India |
Anshul Bhargava |
|
| 06-Dec-2019 |
PATH |
India |
Anshul Bhargava |
|
| 05-Dec-2019 |
Retail Sector - BRANDS- In a ‘brand-conscious’ India |
India |
Ankit Kedia |
|
| 05-Dec-2019 |
Infrastructure - BOT Model – Set to Get a NEW life ! |
India |
Vibhor Singhal |
|
| 05-Dec-2019 |
Monetary Policy – The right PAUSE |
India |
Anjali Verma |
|
| 05-Dec-2019 |
Camlin Fine Sciences - Dahej plant to drive rapid value growth; BUY with TP Rs 140 |
India |
Surya Patra |
|
| 05-Dec-2019 |
PC India Index : Sequentially better |
India |
Anjali Verma |
|
| 05-Dec-2019 |
PATH |
India |
Anshul Bhargava |
|
| 04-Dec-2019 |
ICICI Bank (ICICIBC IN) )- Technology day at ICICI bank |
India |
Manish Agarwalla |
|
| 04-Dec-2019 |
PATH |
India |
Anshul Bhargava |
|
| 03-Dec-2019 |
PATH |
India |
Anshul Bhargava |
|
| 03-Dec-2019 |
Infrastructure - Projects in Maharashtra – another AP in the making ? |
India |
Vibhor Singhal |
|
| 03-Dec-2019 |
Biocon: Ogivri launch in the US to drive rapid value growth (BUY Maintain) |
India |
Surya Patra |
|
| 29-Nov-2019 |
Q2FY20 GDP : At 4.5% - hopefully a bottom for now |
India |
Anjali Verma |
|
| 29-Nov-2019 |
PATH |
India |
Anshul Bhargava |
|
| 28-Nov-2019 |
PATH |
India |
Anshul Bhargava |
|
| 27-Nov-2019 |
Metals Monthly Wrap |
India |
Vikash Singh |
|
| 27-Nov-2019 |
PATH |
India |
Anshul Bhargava |
|
| 26-Nov-2019 |
PATH |
India |
Anshul Bhargava |
|
| 25-Nov-2019 |
PATH |
India |
Anshul Bhargava |
|
| 21-Nov-2019 |
Siemens India (SIEM IN) - Result review & Analyst meet takeaways: Demanding valuations price in positives |
India |
Jonas Bhutta |
|
| 21-Nov-2019 |
PATH |
India |
Anshul Bhargava |
|
| 20-Nov-2019 |
Finolex Cables Ltd Q2FY20: Lower off-take; strengthening future network |
India |
Deepak Agarwal |
|
| 20-Nov-2019 |
HUL Company Update: "Where the next round of upgrades will come from " - Maintain BUY |
India |
Vishal Gutka |
|
| 20-Nov-2019 |
Pennar Industries 2QFY20 Update : Traction in order inflow - Rating BUY |
India |
Vikram Suryavanshi |
|
| 20-Nov-2019 |
Retail Sector - Q2FY20 result review |
India |
Ankit Kedia |
|
| 20-Nov-2019 |
PATH |
India |
Anshul Bhargava |
|
| 19-Nov-2019 |
The order-book-keeper – our quarterly publication – is a tracker of the state of the orderbooks of the EPC companies. In this report we publish an exhaustive orderbook status of 15 construction companies (EPC and BOT), tracking the magnitude and break-up of the orderbooks, order inflows and some of their key orders. We also keep an eye on the share of stuck or slow moving orders, due to internal/external reasons. This ‘one-stop’ comparison helps investors take a more informed investment call for individual stocks vs. their peers.
Our Q2FY20 orderbook reignites our optimism for the sector, which had seen a temporary dip in last quarter. Despite the muted order inflow in Q4/Q1, almost all EPC companies currently have decent orderbooks – 2-3x book-to-sales (average 3.2x, last year average 3.6x). So while the revenue visibility has slightly declined, the order inflow was stupendous in Q2, at Rs 200bn (+82% yoy). This comes after a disappointing Q1, in which the order inflow had touched a multi-quarter low of Rs 76bn (-71% yoy) – due to General elections. The companies also have Rs 120bn of orders, which are either awaiting Appointed Date (AD) or are L1 – further boosting the orderbooks and growth prospects.
The NHAI order award activity has been quite lackadaisical over last few quarters, due to the challenges it faced in land acquisition. NHAI awarded only ~2250km of projects in FY19 – as compared to 7400km in FY18; and has awarded less than 1000km YTD in FY20. We do not expect NHAI to start awarding projects in a big manner before Q4FY20 – which would mean single segment road companies might witness lower order inflow, than their diversified peers. While we have already seen orderbooks depleting for these companies (like IRB, KNR, PNC, HG Infra) – other road players (like Sadbhav, Ashoka, Dilip) have diversified into other segments (like Irrigation, Railways, Metros) to maintain the orderbook momentum.
Segments like buildings, metro and irrigation have seen strong order inflow from different parts of the country. We expect this to continue, and govt bodies to award incrementally more orders, as their funds get released from the govt and they start executing their FY20 plan. We expect significant order awards in Metros (Delhi, Patna, Bangalore), Buildings (PMAY across India) and irrigation (State and Centre) segments, in 2HFY20. Due to this, companies with diversified orderbooks might see better order inflow.
A persistent issue, over the last few quarters, has been the share of HAM projects in the orderbooks, awaiting AD. Unfortunately, the issue continues to haunt some companies in this quarter too. As of Sep-19 KNR/Sadbhav/IRB have 23%/17%/26% of their orderbooks awaiting AD – which impacted their execution in FY19, and is expected to impact growth in FY20 too. While companies like KNR and Sadbhav have already removed some of the stuck orders from their orderbooks, others (like IRB) stand the risk of some order cancellation in coming quarters. Read our detailed report on HAM projects here.
Another concern that continues to haunt the sector, is the status of current and future projects in the state of AP. The recently sworn new state govt has cancelled multiple projects awarded by the earlier govt (accusing it of graft) and most other projects in the state have come to a standstill. While only one company under our coverage (NCC, 33% of orderbook) is impacted significantly by this, any significant order inflows from the state appear unlikely in FY20.
We maintain our positive stance on the sector and see EPC companies delivering superior returns over the next 12-18 months. Our top picks are NCC (diversified orderbook, strong balance sheet), PNC Infratech (robust orderbook, strong balance sheet), Ashoka Buildcon (robust BOT/HAM portfolio, strong balance sheet), and KNR Construction (strong balance sheet, strong orderbook). We remain negative on ITD Cementation (inconsistent execution track record, unattractive segmental positioning). |
India |
Vibhor Singhal |
|
| 19-Nov-2019 |
Cochin Shipyard Ltd (COCHIN IN): Q2FY20 Result review - Strong execution on the IAC leads to earnings beat |
India |
Jonas Bhutta |
|
| 18-Nov-2019 |
Future Lifestyle Fashions Q2FY20: Various cost initiatives to drive re-rating |
India |
Ankit Kedia |
|
| 18-Nov-2019 |
Q2FY20 Earnings Tracker: It WAS a WEAK quarter |
India |
Anjali Verma |
|
| 18-Nov-2019 |
Navkar Corporation 2QFY20 Update: At a crossroads - Rating: BUY |
India |
Vikram Suryavanshi |
|
| 18-Nov-2019 |
ITD Cementation 2QFY20 - Decent results; Execution overhang to continue |
India |
Vibhor Singhal |
|
| 18-Nov-2019 |
Sadbhav Engg 2QFY20 - Disappointment continues; Maintain NEUTRAL |
India |
Vibhor Singhal |
|
| 16-Nov-2019 |
Gateway Distriparks 2QFY20 Update: De-leveraging remains key focus - Maintain Neutral |
India |
Vikash Singh |
|
| 15-Nov-2019 |
Ashoka Buildcon 2QFY20 - Inline results; Fundamentals remain strong – maintain BUY |
India |
Vibhor Singhal |
|
| 15-Nov-2019 |
PNC Infratech Ltd 2QFY20 - Strong results; Outlook bright – Maintain BUY |
India |
Vibhor Singhal |
|
| 15-Nov-2019 |
KNR Constr 2QFY20 - Strong results; Outlook bright – Maintain BUY |
India |
Vibhor Singhal |
|
| 15-Nov-2019 |
Glenmark Pharma - Core earnings concern remains; Remain Neutral with TP Rs 340 |
India |
Surya Patra |
|
| 15-Nov-2019 |
Britannia Q2FY20: Healthy operating performance despite headwinds |
India |
Vishal Gutka |
|
| 15-Nov-2019 |
Repco Home Finance (REPCO IN) : Cautious under tough environment (BUY) |
India |
Sujal Kumar |
|
| 15-Nov-2019 |
Bharat Dynamics Ltd (BDL IN): Result Review - Results continue to disappoint. Order pipeline the only positive |
India |
Jonas Bhutta |
|
| 15-Nov-2019 |
SAIL 2QFY20: One offs drove outperformance; expect things to improve now |
India |
Vikash Singh |
|
| 15-Nov-2019 |
Orient Paper & Industries Ltd (BUY) 2QFY20; Fallen pulp prices impacted Q2 performance |
India |
Deepak Agarwal |
|
| 15-Nov-2019 |
PATH |
India |
Anshul Bhargava |
|
| 14-Nov-2019 |
Vedanta 2QFY20: Guidance cut; Awaiting volume growth to kick in |
India |
Vikash Singh |
|
| 14-Nov-2019 |
Ahluwalia Contracts 2QFY20 - Disappointments continue; Downgrade to NEUTRAL |
India |
Vibhor Singhal |
|
| 14-Nov-2019 |
Aarti Industries - Set for a steady profitable growth; Retain BUY with raised TP of Rs 980 |
India |
Surya Patra |
|
| 14-Nov-2019 |
Thermax (TMX IN): Result Review - Declining orderbook should curtail FY21 growth |
India |
Jonas Bhutta |
|
| 14-Nov-2019 |
Nalco Q2FY20: Power purchase dented performance; No change in outlook (Maintain Neutral) |
India |
Vikash Singh |
|
| 14-Nov-2019 |
Cadila Healthcare - Negatives priced in; Maintain BUY with TP Rs 320 |
India |
Surya Patra |
|
| 14-Nov-2019 |
Aurobindo Pharma - US operation remains strong and steady; Maintain BUY with TP Rs 930 |
India |
Surya Patra |
|
| 14-Nov-2019 |
BHEL (BHEL IN): Q2FY20 Result review - Execution capped by working capital challenges |
India |
Jonas Bhutta |
|
| 14-Nov-2019 |
ABB India (ABB IN): Q3CY19 Result review - Lower unallocated expenses buoy earnings |
India |
Jonas Bhutta |
|
| 14-Nov-2019 |
PATH |
India |
Anshul Bhargava |
|
| 13-Nov-2019 |
Camlin Fine Sciences: All set for re-rating led by improved earnings visibility :Maintain BUY with TP Rs 140 |
India |
Surya Patra |
|
| 13-Nov-2019 |
Somany Ceramics Ltd (UR) Q2FY20: Strong operating performance; Mentor loss impacted profitability |
India |
Deepak Agarwal |
|
| 13-Nov-2019 |
KDDL 2QFY20 update: Waiting for good times - Maintian Neutral |
India |
Vikram Suryavanshi |
|
| 13-Nov-2019 |
NMDC Ltd 2QFY20: Missed estimates; positive outlook intact (Maintain buy) |
India |
Vikash Singh |
|
| 13-Nov-2019 |
Lupin Ltd - Q2FY20 - Kyowa divestment is EPS accretive but not meaningful; Retain SELL with TP Rs 650 |
India |
Surya Patra |
|
| 13-Nov-2019 |
Indocount 2QFY20 Update: Strong volume recovery Maintain BUY |
India |
Vikram Suryavanshi |
|
| 13-Nov-2019 |
Vinati Organics Ltd: Core operating efficiency remains robust : Maintain BUY with TP Rs 2300 |
India |
Surya Patra |
|
| 13-Nov-2019 |
Phoenix Mills 2QFY20: Retail vertical steady albeit with skewed consumption;Maintain Buy |
India |
Dhawal Somaiya |
|
| 13-Nov-2019 |
KEI Industries Ltd (BUY) Q2FY20; Wired for exponential growth; strong execution |
India |
Deepak Agarwal |
|
| 13-Nov-2019 |
CPI : At 4.6% - it risks December rate cut probability; lower core inflation a breather |
India |
Anjali Verma |
|
| 13-Nov-2019 |
ABFRL Q2FY20 :Strong SSSG growth in a challenging environment |
India |
Ankit Kedia |
|
| 13-Nov-2019 |
Muthoot Finance Q2FY20 - Operating results below estimates; Asset quality deteriorates |
India |
Pradeep Agrawal |
|
| 12-Nov-2019 |
Adani Ports 2QFY20 - Muted results, as expected; To pursue inorganic growth |
India |
Vibhor Singhal |
|
| 11-Nov-2019 |
Nestle Q3CY19: Gross margin contraction led to sub-par performance , Maintain BUY |
India |
Vishal Gutka |
|
| 11-Nov-2019 |
Allcargo Logistics 2QFY20 Update - Strong performance in MTO Maintian BUY |
India |
Vibhor Singhal |
|
| 11-Nov-2019 |
Hindalco (HNDL IN) 2QFY20 result: Exceeds expectation; Novelis in driving seat (Maintain Buy) |
India |
Vikash Singh |
|
| 11-Nov-2019 |
VRL 2QFY20 Update: Focus on volume growth - Maintain Neutral |
India |
Vikram Suryavanshi |
|
| 11-Nov-2019 |
2QFY20 Sobha Ltd: Pre-sales momentum steady; sales skewed towards lower ticket siz |
India |
Dhawal Somaiya |
|
| 11-Nov-2019 |
IIP : Growth worst in 6-years |
India |
Anjali Verma |
|
| 11-Nov-2019 |
Ashok Leyland (AL IN): Weakness to Persist in Near Term |
India |
Saksham Kaushal |
|
| 11-Nov-2019 |
Bharat Forge (BHFC IN) - Bottom Not Yet Found Maintain Neutral |
India |
Saksham Kaushal |
|
| 11-Nov-2019 |
Mahindra & Mahindra (MM IN) - Decent Performance; Outlook Hazy , Maintain Neutral |
India |
Saksham Kaushal |
|
| 11-Nov-2019 |
Bank of Baroda (BOB IN) : Earning driven by treasury gain (NEUTRAL) |
India |
Manish Agarwalla |
|
| 11-Nov-2019 |
IPCA Laboratories - Set for re-rating led by improving earning quality: Maintain BUY with raised TP Rs 1320 |
India |
Surya Patra |
|
| 11-Nov-2019 |
PATH |
India |
Anshul Bhargava |
|
| 10-Nov-2019 |
KEC International (KECI IN): Q2FY20 - Strong show in 2Q, though lower orders pose a risk to FY21 estimate |
India |
Jonas Bhutta |
|
| 10-Nov-2019 |
GE T&D India (GETD IN) - Result Review: Lack of growth avenues; more pain to come. Downgrade to Sell |
India |
Jonas Bhutta |
|
| 09-Nov-2019 |
UPL Ltd Q2FY20: Operating performance and outlook remains intake |
India |
Deepak Chitroda |
|
| 09-Nov-2019 |
Chambal Fertilisers Q2FY20: Strong operational performance to continue |
India |
Deepak Chitroda |
|
| 08-Nov-2019 |
Magma Fincorp Q2FY20 - Operating results ahead of estimates; Asset quality deteriorates |
India |
Pradeep Agrawal |
|
| 08-Nov-2019 |
GSK Consumer Q2FY20: Awaiting merger with HUL for next leg of growth - Maintain BUY |
India |
Vishal Gutka |
|
| 08-Nov-2019 |
Voltas Limited (Neutral; TP:673) Q2FY20 - Gaining market share in RAC, cautiously increases order book |
India |
Deepak Agarwal |
|
| 08-Nov-2019 |
V-Guard Industries Ltd (Neutral; TP:252) Q2FY20 - Floods impacted offtake; improvement in profitability |
India |
Deepak Agarwal |
|
| 08-Nov-2019 |
Canara Bank (CBK IN) : Non-core income lifts profit (Sell) |
India |
Manish Agarwalla |
|
| 08-Nov-2019 |
PATH |
India |
Anshul Bhargava |
|
| 07-Nov-2019 |
Trent: Healthy SSSG trend continues |
India |
Ankit Kedia |
|
| 07-Nov-2019 |
Sun Pharma - No near term benefit from its strategic initiatives; Maintain Neutral with TP Rs 450 |
India |
Surya Patra |
|
| 07-Nov-2019 |
Engineers India (ENGR IN) - Result review: Unexciting earnings growth despite healthy near term prospects |
India |
Jonas Bhutta |
|
| 07-Nov-2019 |
Tata Steel (TATA IN): Missed EBITDA and Debt target despite better standalone show (Maintain BUY) |
India |
Vikash Singh |
|
| 07-Nov-2019 |
Lupin (LPC IN): Earning challenges persist (SELl Maintain TP Rs 640) |
India |
Surya Patra |
|
| 07-Nov-2019 |
Kalpataru Power (KPP IN) - Result review: Strong operational performance in 1H to be carried forward in 2H as well |
India |
Jonas Bhutta |
|
| 07-Nov-2019 |
Logistics monthly update - Port volume ramain weak in October 2019 |
India |
Vikram Suryavanshi |
|
| 07-Nov-2019 |
Bajaj Electricals Ltd (BUY; TP:460) Q2FY20 - E&P continues to drag the core performance |
India |
Deepak Agarwal |
|
| 07-Nov-2019 |
Indiabulls Housing Finance (IHFL IN)) : Litigation will continue to remain as overhang (Neutral) |
India |
Manish Agarwalla |
|
| 07-Nov-2019 |
Cipla (CIPLA IN) - No visible trigger in sight; Upgrade to NEU with TP Rs 460 |
India |
Surya Patra |
|
| 07-Nov-2019 |
Punjab National Bank (PNB IN) : Better Operating performance; Asset quality continue to drag (Neutral) |
India |
Manish Agarwalla |
|
| 07-Nov-2019 |
PATH |
India |
Anshul Bhargava |
|
| 06-Nov-2019 |
SRF Ltd - Powering Chemical business drives value growth; Upgrade to BUY with TP Rs 3500 |
India |
Surya Patra |
|
| 06-Nov-2019 |
Jindal Steel & Power 2QFY20: In-line performance; Outlook improving |
India |
Vikash Singh |
|
| 06-Nov-2019 |
Cholamandalam Finance Q2FY20 - Growth moderates; asset quality shows minor blip |
India |
Pradeep Agrawal |
|
| 06-Nov-2019 |
Divi’s Lab (DIVI IN) - Expansion and backward integration to drive value growth; Maintain BUY with raised TP Rs 2000 |
India |
Surya Patra |
|
| 06-Nov-2019 |
PATH |
India |
Anshul Bhargava |
|
| 05-Nov-2019 |
NCC 2QFY20 - Weak results; A couple of large orders is all it needs |
India |
Vibhor Singhal |
|
| 05-Nov-2019 |
Dabur Q2FY20: Continues to defy the odds: Maintain Buy |
India |
Vishal Gutka |
|
| 05-Nov-2019 |
Tech Mahindra 2QFY20 - Strong results; But remains a structurally weak story |
India |
Vibhor Singhal |
|
| 05-Nov-2019 |
Titan Company Q2FY20: Not so glittering 2H: Maintain NEU |
India |
Vishal Gutka |
|
| 05-Nov-2019 |
Godrej Properties 2QFY20: Sailing strong through choppy waters; NEUTRAL (Maintain); |
India |
Dhawal Somaiya |
|
| 05-Nov-2019 |
PATH |
India |
Anshul Bhargava |
|
| 04-Nov-2019 |
Bharat Electronics (BHE IN): Q2FY20 Result review - Result on expected lines. A strong 2H will be a re-rating catalyst |
India |
Jonas Bhutta |
|
| 04-Nov-2019 |
Escorts Ltd. (ESC IN) Decent Performance in Challenging Environment |
India |
Saksham Kaushal |
|
| 04-Nov-2019 |
HDFC Ltd (HDFC IN) : Strong Retail growth (BUY Upgrade) |
India |
Manish Agarwalla |
|
| 04-Nov-2019 |
V-Mart Retail Q2FY20 -Aggressive store opening impacts profitability |
India |
Ankit Kedia |
|
| 04-Nov-2019 |
PC India Index : Equity market lent support; Macro data worsened |
India |
Anjali Verma |
|
| 04-Nov-2019 |
Dr Reddy’s Lab - Not out of woods yet: Maintain Neutral with TP Rs 2800 |
India |
Surya Patra |
|
| 04-Nov-2019 |
PATH |
India |
Anshul Bhargava |
|
| 01-Nov-2019 |
Yes Bank (YES IN) Q2FY20 Quarterly Update : Outlook continue to remain bleak (Sell Maintain) |
India |
Manish Agarwalla |
|
| 01-Nov-2019 |
Container Corporation - Q2FY20: Volume slowdown |
India |
Vikram Suryavanshi |
|
| 01-Nov-2019 |
PATH |
India |
Anshul Bhargava |
|
| 31-Oct-2019 |
Thangamayil Q2FY20: Glittering performance, Maintain Buy |
India |
Vishal Gutka |
|
| 31-Oct-2019 |
Cognizant Technology 3QCY19 (NOT RATED) - Decent performance; Outlook remains bleak |
India |
Vibhor Singhal |
|
| 31-Oct-2019 |
PATH |
India |
Anshul Bhargava |
|
| 30-Oct-2019 |
Shriram Transport Finance Q2FY20 Update: Decent results in a challenging environment |
India |
Pradeep Agrawal |
|
| 30-Oct-2019 |
State Bank of India (SBIN IN) : Analyst day key takeaway (Neutral Maintain) |
India |
Sujal Kumar |
|
| 30-Oct-2019 |
PATH |
India |
Anshul Bhargava |
|
| 29-Oct-2019 |
NCC 2QFY20 - Weak results; A couple of large orders is all it needs |
India |
Vibhor Singhal |
|
| 29-Oct-2019 |
Hindustan Zinc 2QFY20: Lacklustre quarter; 2H to be better despite lower guidance |
India |
Vikash Singh |
|
| 29-Oct-2019 |
PC Metals Monthly Wrap - October 2019 |
India |
Vikash Singh |
|
| 29-Oct-2019 |
Shriram City Union Finance Q2FY20 - Tight liquidity knocks growth; asset quality stable |
India |
Pradeep Agrawal |
|
| 29-Oct-2019 |
Marico Ltd Q2FY20: Soft RM price acts as savior in otherwise weak quarter : Downgrade to Neutral |
India |
Vishal Gutka |
|
| 29-Oct-2019 |
ICICI Bank (ICICIBC IN) Q2FY20 Quarterly Update : Strong Performance; Outlook cautious (BUY Maintain) |
India |
Sujal Kumar |
|
| 29-Oct-2019 |
Atul Ltd - Benefit of lower taxes priced-in; Downgrade to NEUTRAL with TP Rs 4500 |
India |
Surya Patra |
|
| 29-Oct-2019 |
PATH |
India |
Anshul Bhargava |
|
| 26-Oct-2019 |
Cummins India (KKC IN) : Result review - Weak results and even weaker near term commentary |
India |
Jonas Bhutta |
|
| 26-Oct-2019 |
Tata Motors (TTMT IN) Silver Lining or Flash in the Pan? |
India |
Saksham Kaushal |
|
| 25-Oct-2019 |
State Bank of India (SBIN IN) Q2FY20 Quarterly Update : Better performance but headwinds persists (Neutral Maintain) |
India |
Sujal Kumar |
|
| 25-Oct-2019 |
Kajaria Ceramics Ltd (BUY; TP:913) Q2FY20 - Weak performance, volume and realizations under pressure |
India |
Deepak Agarwal |
|
| 25-Oct-2019 |
Polycab India Ltd (BUY; TP:913) Q2FY20 - Strong growth across all segments |
India |
Deepak Agarwal |
|
| 25-Oct-2019 |
Havells India Ltd (SELL; TP:568) Q2FY20 - Overall weak performance, Lloyd taking time to stabilise |
India |
Deepak Agarwal |
|
| 25-Oct-2019 |
Biocon (BIOS IN) - Biologic growth outlook remains robust; Maintain BUY with TP Rs 400 |
India |
Surya Patra |
|
| 25-Oct-2019 |
Praj Industries 2QFY20: Traction in order inflow Maintain BUY |
India |
Vikram Suryavanshi |
|
| 24-Oct-2019 |
PI Industries Q2FY20: Stellar performance in exports drives growth |
India |
Deepak Chitroda |
|
| 24-Oct-2019 |
Maruti Suzuki (MSIL IN): Q2FY20 Result review - Coming back to life; Upgrade to Buy |
India |
Saksham Kaushal |
|
| 24-Oct-2019 |
Colgate Q2FY20: More hope, less delivery; Maintain Sell |
India |
Vishal Gutka |
|
| 24-Oct-2019 |
ITC Q2FY20: Enough margin of safety despite headwinds , Maintain Buy |
India |
Vishal Gutka |
|
| 24-Oct-2019 |
Coromandel Int Q2FY20:Strong operating performance; Set gain from rabi season |
India |
Deepak Chitroda |
|
| 24-Oct-2019 |
Agro Tech Foods Q2FY20: Inflexion points in foods has arrived : Upgrade to NEU |
India |
Vishal Gutka |
|
| 24-Oct-2019 |
Shoppers Stop Q2FY20 - Muted quarter; aggressive store opening guidance |
India |
Ankit Kedia |
|
| 24-Oct-2019 |
NIIT Technologies 2QFY20 - Strong performance; Valuations expensive |
India |
Vibhor Singhal |
|
| 24-Oct-2019 |
PATH |
India |
Anshul Bhargava |
|
| 23-Oct-2019 |
JSW Steel 2QFY20 result: VAT/GST incentives and tax write backs supported performance; Volume outlook trimmed |
India |
Vikash Singh |
|
| 23-Oct-2019 |
HCL Technologies 2QFY20 - Strong performance; Limited upside potential |
India |
Vibhor Singhal |
|
| 23-Oct-2019 |
IRB Infrastructure 2QFY20 - Strong EPC performance; Inexpensive valuations |
India |
Vibhor Singhal |
|
| 23-Oct-2019 |
Ceat Ltd (CEAT IN) Subdued environment continues |
India |
Saksham Kaushal |
|
| 23-Oct-2019 |
Bajaj Auto (BJAUT IN) Decent quarter, Margins beat estimates |
India |
Saksham Kaushal |
|
| 23-Oct-2019 |
Larsen & Toubro (LT IN): Q2FY20 Result review - Strong results in a backdrop of tough environment |
India |
Jonas Bhutta |
|
| 23-Oct-2019 |
Hero MotoCorp (HMCL IN) Decent quarter; Inventory reduction key |
India |
Saksham Kaushal |
|
| 23-Oct-2019 |
M&M Financial Services Q2FY20 - Core performance weak; Margins remain under pressure |
India |
Pradeep Agrawal |
|
| 23-Oct-2019 |
UltraTech Cement - Maintain BUY - PO Rs5,600: |
India |
Vaibhav Agarwal |
|
| 23-Oct-2019 |
Asian Paints Q2FY20 Result Update: Volume growth at cost of margins- Maintain BUY |
India |
Vishal Gutka |
|
| 23-Oct-2019 |
Oberoi Realty 2QFY20 :Lackluster quarter: We expect to see momentum gain in H2; BUY (Maintain) |
India |
Dhawal Somaiya |
|
| 23-Oct-2019 |
Orient Electric Ltd (BUY; TP:216) Q2FY20 - In line performance in a tough environment |
India |
Deepak Agarwal |
|
| 23-Oct-2019 |
PATH |
India |
Anshul Bhargava |
|
| 22-Oct-2019 |
Kotak Mahindra Bank (KMB IN) Q2FY20 Quarterly Update : Turning cautious amidst turbulent environment (Neutral Maintain) |
India |
Sujal Kumar |
|
| 22-Oct-2019 |
Jubilant Foodworks: Q2FY20 : A Steady ship in choppy waters |
India |
Vishal Gutka |
|
| 22-Oct-2019 |
Sadbhav Engg Update: SIPL merger announced; Nothing much to cheer about |
India |
Vibhor Singhal |
|
| 22-Oct-2019 |
Axis Bank (AXSB IN) Q2FY20 Quarterly Update : Slippage run-rate remains elevated (BUY Maintain) |
India |
Sujal Kumar |
|
| 22-Oct-2019 |
LIC Housing Finance Q2FY20 Quarterly Update : Asset Quality Continue to disappoint (BUY Maintain) |
India |
Sujal Kumar |
|
| 22-Oct-2019 |
Real Estate Inputs: Conference call takeaways – Mr Arvind Nandan, MD, Savills |
India |
Dhawal Somaiya |
|
| 22-Oct-2019 |
Infosys Update: Whistleblower complaint alleges unethical practices |
India |
Vibhor Singhal |
|
| 22-Oct-2019 |
ACC Ltd. (Downgrade to Sell; PO Rs1,220): |
India |
Vaibhav Agarwal |
|
| 22-Oct-2019 |
Ambuja Cements: Downgrade to Sell (PO Rs185) |
India |
Vaibhav Agarwal |
|
| 22-Oct-2019 |
Bajaj Consumer Q2FY20: Awaiting execution strategy turnaround |
India |
Preeyam Tolia |
|
| 22-Oct-2019 |
PATH |
India |
Anshul Bhargava |
|
| 21-Oct-2019 |
DCB Bank Q2FY20 Quarterly Update : Perils of slowing economy (SELL Downgrade) |
India |
Sujal Kumar |
|
| 21-Oct-2019 |
HDFC Bank Q2FY20 Quarterly Update : Strong performance yet again (BUY Maintain) |
India |
Sujal Kumar |
|
| 20-Oct-2019 |
Shree Cement: A new Shree is born: Maintain Conviction BUY: PO Rs23,000 |
India |
Vaibhav Agarwal |
|
| 18-Oct-2019 |
L&T Tech 2QFY20 - Weak near-term outlook to test expensive valuations |
India |
Vibhor Singhal |
|
| 18-Oct-2019 |
L&T Infotech 2QFY20 - Strong performance; Valuations remain expensive |
India |
Vibhor Singhal |
|
| 18-Oct-2019 |
Cyient 2QFY20 - Decent result; Outlook remain bleak – maintain NEUTRAL |
India |
Vibhor Singhal |
|
| 18-Oct-2019 |
PATH |
India |
Anshul Bhargava |
|
| 17-Oct-2019 |
Logistics monthly Update |
India |
Vikram Suryavanshi |
|
| 17-Oct-2019 |
PATH |
India |
Anshul Bhargava |
|
| 16-Oct-2019 |
MindTree 2QFY20: Decent results; Sustainability to be the key |
India |
Vibhor Singhal |
|
| 16-Oct-2019 |
Agriculture Inputs: Key conference call takeaways-distributors/dealers from north |
India |
Deepak Agarwal |
|
| 16-Oct-2019 |
Government Rural spend - A mixed bag |
India |
Anjali Verma |
|
| 16-Oct-2019 |
Wipro 2QFY20: Results inline; Broad based growth in sight – maintain BUY |
India |
Vibhor Singhal |
|
| 16-Oct-2019 |
PATH |
India |
Anshul Bhargava |
|
| 15-Oct-2019 |
PATH |
India |
Anshul Bhargava |
|
| 14-Oct-2019 |
CPI : Expectedly surged to 4%, could this tone down monetary easing cycle? |
India |
Anjali Verma |
|
| 14-Oct-2019 |
HUL Q2FY20: The Unstoppable Juggernaut: Maintain BUY |
India |
Vishal Gutka |
|
| 14-Oct-2019 |
PATH |
India |
Anshul Bhargava |
|
| 11-Oct-2019 |
Infosys 2QFY20: Decent results; inline with expectations – maintain BUY |
India |
Vibhor Singhal |
|
| 11-Oct-2019 |
IIP : After core sector, IIP contracts, broad-based weakness |
India |
Anjali Verma |
|
| 11-Oct-2019 |
PATH |
India |
Anshul Bhargava |
|
| 10-Oct-2019 |
IndusInd Bank (IIB IN)- Credit Growth moderates |
India |
Sujal Kumar |
|
| 10-Oct-2019 |
TCS 2QFY19: Disappointing results; Dealflow strong - maintain BUY |
India |
Vibhor Singhal |
|
| 10-Oct-2019 |
Specialty Chemicals Preview - Growth will sustain despite a very high base |
India |
Surya Patra |
|
| 10-Oct-2019 |
Agriculture Inputs:Q2FY20 Preview: Erratic weather impacts growth |
India |
Decker & Company |
|
| 10-Oct-2019 |
IT Services - Deal Monitor: ISG 3QCY19 - Bounces back into growth trajectory |
India |
Vibhor Singhal |
|
| 10-Oct-2019 |
PATH |
India |
Anshul Bhargava |
|
| 09-Oct-2019 |
Financials- Q2FY20 Results Preview: Moderation in credit growth, stable NIMs |
India |
Manish Agarwalla |
|
| 09-Oct-2019 |
Q2FY20 Results Preview: It’s the revenues that will contract, forget the rest |
India |
India Research Team |
|
| 09-Oct-2019 |
Consumer Electricals Preview Q2FY20 : Heavy discounting, inventory push will lead to growth in Q2 |
India |
Deepak Agarwal |
|
| 09-Oct-2019 |
Consumer & Retail sector: Q2FY20 Preview: Tax-rate benefit to cloak weak operating performance) |
India |
Vishal Gutka |
|
| 09-Oct-2019 |
Concor - Company Update: SIES has increased medium-term event risk |
India |
Vikram Suryavanshi |
|
| 09-Oct-2019 |
Pharma Preview: Earnings remain muted on weak US sales: |
India |
Surya Patra |
|
| 09-Oct-2019 |
PATH |
India |
Anshul Bhargava |
|
| 07-Oct-2019 |
PC Metals - Q2FY20 Results Preview - A washout quarter; pain to persist for some more time |
India |
Vikash Singh |
|
| 07-Oct-2019 |
PC India Index : Deterioration persist in Aug’19; lower oil prices lent support |
India |
Anjali Verma |
|
| 07-Oct-2019 |
Capital Goods & Engineering: 2Q preview: Earnings propped by tax cut. Lookout for working capital in absence of orders |
India |
Jonas Bhutta |
|
| 07-Oct-2019 |
PATH |
India |
Anshul Bhargava |
|
| 04-Oct-2019 |
Monetary Policy – Statement dovish, we expect another 50bps cut in FY20 |
India |
Anjali Verma |
|
| 04-Oct-2019 |
IT Services 2QFY20 Preview: A quarter of consolidation |
India |
Vibhor Singhal |
|
| 04-Oct-2019 |
Corporate tax cut – Global Analysis: It brought benefits globally, will it for India? |
India |
Anjali Verma |
|
| 03-Oct-2019 |
Capital Goods & Engineering: 2QFY20 CMIE capex data - Weakness continues in new announcements |
India |
Jonas Bhutta |
|
| 03-Oct-2019 |
Jubilant Foodworks : SSS trends to get worse before they get better |
India |
Vishal Gutka |
|
| 03-Oct-2019 |
PATH |
India |
Anshul Bhargava |
|
| 01-Oct-2019 |
NMDC Co update - A silver lining in an otherwise dark cloud |
India |
Vikash Singh |
|
| 01-Oct-2019 |
PC - Metals Monthly - September 2019 |
India |
Vikash Singh |
|
| 01-Oct-2019 |
Q1FY20 BoP: CAD widened, capital flows trended higher |
India |
Anjali Verma |
|
| 01-Oct-2019 |
PATH |
India |
Anshul Bhargava |
|
| 30-Sep-2019 |
PI Industries Ltd (PI IN) - Company Update - Isagro Asia to complement business mix and growth |
India |
Deepak Chitroda |
|
| 30-Sep-2019 |
IRCTC Ltd. - IPO Note (SUBSCRIBE) - Board this train or you won’t catch the next one |
India |
Deepak Agarwal |
|
| 30-Sep-2019 |
PATH |
India |
Anshul Bhargava |
|
| 27-Sep-2019 |
Accenture 4QFY19: Meets guidance; Strong outsourcing bookings |
India |
Vibhor Singhal |
|
| 27-Sep-2019 |
PATH |
India |
Anshul Bhargava |
|
| 26-Sep-2019 |
PATH |
India |
Anshul Bhargava |
|
| 25-Sep-2019 |
PATH |
India |
Anshul Bhargava |
|
| 25-Sep-2019 |
Daily Weather Update |
India |
Ashwini Bansod |
|
| 24-Sep-2019 |
Indian Hotel Industry - GST cut: A boost for growth (NOT RATED) |
India |
Deepak Agarwal |
|
| 24-Sep-2019 |
PATH |
India |
Anshul Bhargava |
|
| 23-Sep-2019 |
Corporate tax change: One big reform that India needed |
India |
Anjali Verma |
|
| 23-Sep-2019 |
HUL Company Update: “Golden Goose” – one should not let it go - Maintain BUY |
India |
Vishal Gutka |
|
| 23-Sep-2019 |
PATH |
India |
Anshul Bhargava |
|
| 20-Sep-2019 |
Hindustan Aeronautics (HNAL IN): Takeaways from analyst meet |
India |
Jonas Bhutta |
|
| 20-Sep-2019 |
PATH |
India |
Anshul Bhargava |
|
| 19-Sep-2019 |
Daily Weather Update |
India |
Ashwini Bansod |
|
| 19-Sep-2019 |
PATH |
India |
Anshul Bhargava |
|
| 18-Sep-2019 |
Logistics Update: Ease of doing business |
India |
Vikash Singh |
|
| 18-Sep-2019 |
PATH |
India |
Anshul Bhargava |
|
| 17-Sep-2019 |
Bharat Electronics (BHE IN): Highlights from analyst meet |
India |
Jonas Bhutta |
|
| 17-Sep-2019 |
path |
India |
Anshul Bhargava |
|
| 16-Sep-2019 |
Amber Enterprises India Ltd - Plant Visit (NOT RATED) - Outsourcing at its best |
India |
Deepak Agarwal |
|
| 16-Sep-2019 |
Daily Weather Update |
India |
Ashwini Bansod |
|
| 13-Sep-2019 |
Logistics Monthy Update |
India |
Vikram Suryavanshi |
|
| 13-Sep-2019 |
Daily Cotton Update |
India |
Ashwini Bansod |
|
| 13-Sep-2019 |
Daily Weaher Update |
India |
Ashwini Bansod |
|
| 13-Sep-2019 |
PATH |
India |
Anshul Bhargava |
|
| 12-Sep-2019 |
CPI stayed soft, IIP decently robust |
India |
Anjali Verma |
|
| 12-Sep-2019 |
Daily Weather Update |
India |
Ashwini Bansod |
|
| 12-Sep-2019 |
PATH |
India |
Anshul Bhargava |
|
| 11-Sep-2019 |
Somany Ceramics Ltd (UNDER REVIEW) - Cash flow digression becoming a trend? |
India |
Deepak Agarwal |
|
| 11-Sep-2019 |
Retail Sector- Initiating Coverage; A new dawn: Pushing digital and physical boundaries |
India |
Ankit Kedia |
|
| 11-Sep-2019 |
PATH |
India |
Anshul Bhargava |
|
| 09-Sep-2019 |
PATH |
India |
Anshul Bhargava |
|
| 06-Sep-2019 |
PC - Maharashtra Seamless Co update - Not rated |
India |
Vikash Singh |
|
| 05-Sep-2019 |
Praj Industries- The story continues Maintian BUY |
India |
Vikram Suryavanshi |
|
| 04-Sep-2019 |
Agriculture Inputs - Initiating Coverage; On course for secular and structural growth |
India |
Deepak Chitroda |
|
| 04-Sep-2019 |
PC India Index : Deterioration in July’19 |
India |
Anjali Verma |
|
| 04-Sep-2019 |
PC - Metals - Odisha mining sector update |
India |
Vikash Singh |
|
| 04-Sep-2019 |
Agriculture Inputs - Initiating Coverage; On course for secular and structural growth |
India |
Deepak Chitroda |
|
| 04-Sep-2019 |
Daily Weather Update |
India |
Ashwini Bansod |
|
| 03-Sep-2019 |
Bharat Electronics (BHE IN): Answers to the future lie in the past - Rating change |
India |
Jonas Bhutta |
|
| 03-Sep-2019 |
Daily Weather Update |
India |
Ashwini Bansod |
|
| 31-Aug-2019 |
GoI recommends merger of PSBs: Punished for performance |
India |
Manish Agarwalla |
|
| 30-Aug-2019 |
GDP plunged to 5%; we cut FY20 GDP estimate to 6% |
India |
Anjali Verma |
|
| 30-Aug-2019 |
PATH |
India |
Anshul Bhargava |
|
| 29-Aug-2019 |
PATH |
India |
Anshul Bhargava |
|
| 28-Aug-2019 |
PC - Metals Monthly Wrap - August 2019 |
India |
Vikash Singh |
|
| 28-Aug-2019 |
PATH |
India |
Anshul Bhargava |
|
| 27-Aug-2019 |
PATH |
India |
Anshul Bhargava |
|
| 26-Aug-2019 |
Divi’s Laboratories - Visible growth outlook remains robust; Maintain BUY with TP Rs 1850 |
India |
Surya Patra |
|
| 26-Aug-2019 |
Infrastructure - The ‘order-book-keeper’ – slightly muted; but not a concern – YET |
India |
Vibhor Singhal |
|
| 23-Aug-2019 |
PATH |
India |
Anshul Bhargava |
|
| 22-Aug-2019 |
NMDC Update - A bolt from the blue -Under review |
India |
Vikash Singh |
|
| 22-Aug-2019 |
PATH |
India |
Anshul Bhargava |
|
| 21-Aug-2019 |
Finolex Cables Ltd (BUY; TP:500) Q1FY20 - Strengthening distribution network, will lead to growth |
India |
Deepak Agarwal |
|
| 21-Aug-2019 |
PATH |
India |
Anshul Bhargava |
|
| 21-Aug-2019 |
Logistics monthly update: Port and Container rail volume |
India |
Vikram Suryavanshi |
|
| 21-Aug-2019 |
Asian Paints: Company Update - The Sergey Bubka of paints - Maintain BUY |
India |
Vishal Gutka |
|
| 20-Aug-2019 |
Orient Paper & Industries Ltd (BUY; TP:36) Q1FY20 - Tissue remains strong; Pressure on writing and Printing |
India |
Deepak Agarwal |
|
| 20-Aug-2019 |
PATH |
India |
Anshul Bhargava |
|
| 19-Aug-2019 |
KDDL 1QFY20: Challenging time ahead Downgrade to Neutral |
India |
Vikash Singh |
|
| 19-Aug-2019 |
PATH |
India |
Anshul Bhargava |
|
| 18-Aug-2019 |
Sadbhav Engg Q1FY20 - The NO growth story continues; Maintain Neutral |
India |
Vibhor Singhal |
|
| 18-Aug-2019 |
KNR Construction Q1FY20 - Results weak but outlook bright; Upgrade to BUY |
India |
Vibhor Singhal |
|
| 16-Aug-2019 |
Gateway Distriparks 1QFY20: Pressure on volume growth and profitability Downgrade to Neutral |
India |
Vikram Suryavanshi |
|
| 16-Aug-2019 |
Repco Home Finance (REPCO IN) - Asset quality continue to remain a challenge |
India |
Sujal Kumar |
|
| 16-Aug-2019 |
Jindal Steel & Power 1QFY20 result update: Volume growth & cost rationalization to drive earnings |
India |
Vikash Singh |
|
| 16-Aug-2019 |
Ashoka Buildcon Q1FY20 - Slightly below expectations; On track for a strong FY20 |
India |
Vibhor Singhal |
|
| 16-Aug-2019 |
PATH |
India |
Anshul Bhargava |
|
| 14-Aug-2019 |
India Banking Trends - Q1FY20 results review: Stressed book amplifies under moderating growth |
India |
Sujal Kumar |
|
| 14-Aug-2019 |
Ahluwalia Contracts Q1FY20 - Another miss; a strong 2H required now, to meet guidance |
India |
Vibhor Singhal |
|
| 14-Aug-2019 |
Aarti Industries (ARTO IN) - Set for a structural growth play; Maintain BUY with TP Rs 2000 |
India |
Surya Patra |
|
| 14-Aug-2019 |
NMDC 1QFY20 result update: Attractive valuation; Donimalai to provide further upside |
India |
Vikash Singh |
|
| 14-Aug-2019 |
PNC Infratech Q1FY20 - Continues to deliver without exception; Maintain BUY |
India |
Vibhor Singhal |
|
| 14-Aug-2019 |
ITD Cementation 1QFY20 - No respite as margin concerns resurface; Maintain SELL |
India |
Vibhor Singhal |
|
| 14-Aug-2019 |
SAIL 1QFY20 result update: Performance hinges on volume execution |
India |
Vikash Singh |
|
| 14-Aug-2019 |
Sanghi Industries (Maintain BUY: PO Rs80) |
India |
Vaibhav Agarwal |
|
| 14-Aug-2019 |
Engineers India (ENGR IN): Q1FY20 Result reveiew - Weak margins led to miss in earnings |
India |
Jonas Bhutta |
|
| 14-Aug-2019 |
IPCA Labs (IPCA IN) - Secured by its strong domestic branded business; Upgrade to BUY with TP Rs 1080 |
India |
Surya Patra |
|
| 14-Aug-2019 |
Glenmark Pharma (GNP IN) - Operational challenges persist; NEUTRAL with TP Rs 430 |
India |
Anjali Verma |
|
| 14-Aug-2019 |
Navkar Corporation 1QFY20: Preparing for one more turbulent spell Under Review |
India |
Vikram Suryavanshi |
|
| 14-Aug-2019 |
Daily Weather Update |
India |
Ashwini Bansod |
|
| 14-Aug-2019 |
Manappuram Finance Q1FY20 - Gold loan business stable; non gold business drives growth |
India |
Pradeep Agrawal |
|
| 14-Aug-2019 |
Bharat Forge (BHFC IN) Disappointing quarter, weakness to continue |
India |
Saksham Kaushal |
|
| 14-Aug-2019 |
PATH |
India |
Anshul Bhargava |
|
| 13-Aug-2019 |
Nalco 1QFY20 result update: Falling alumina to drag performance |
India |
Vikash Singh |
|
| 13-Aug-2019 |
Sun Pharma (SUNP IN) - Operational challenges in specialty business hurts; NEUTRAL with TP Rs 450 |
India |
Surya Patra |
|
| 13-Aug-2019 |
VRL Logistics 1QFY20: Long road to recovery Downgrade to Neutral |
India |
Vikram Suryavanshi |
|
| 13-Aug-2019 |
Sobha Ltd Q1 FY20 :Core-business steady; auxiliary verticals drove the momentum.Maintain BUY |
India |
Dhawal Somaiya |
|
| 13-Aug-2019 |
Muthoot Finance Q1FY20 - Margins under pressure; asset quality deteriorates |
India |
Pradeep Agrawal |
|
| 13-Aug-2019 |
Britannia Q1FY20: No respite in near term |
India |
Vishal Gutka |
|
| 13-Aug-2019 |
Allcargo Logistics 1QFY20: Volume slows due to global slump, still outperforms Maintani BUY |
India |
Vikram Suryavanshi |
|
| 13-Aug-2019 |
Indo Count 1QFY20: Recovery in margins from low base Maintain BUY |
India |
Vikram Suryavanshi |
|
| 13-Aug-2019 |
Cadila Healthcare (CDH IN) - Growth outlook is weaker but priced-in; BUY with TP Rs 320 |
India |
Surya Patra |
|
| 13-Aug-2019 |
Divi’s Labs (DIVI IN) - Growth outlook remains intact; Maintain BUY with TP Rs 1850 |
India |
Surya Patra |
|
| 09-Aug-2019 |
BHEL (BHEL IN): Q1FY20 Result review - Execution challenges crop up again and cash flow remains weak |
India |
Jonas Bhutta |
|
| 09-Aug-2019 |
NCC Ltd 1QFY20 - Weak results due to weak macro; Concerns adequately priced in |
India |
Vibhor Singhal |
|
| 09-Aug-2019 |
UltraTech Cement - (Upgrade to BUY, PO Rs5,600) |
India |
Vaibhav Agarwal |
|
| 09-Aug-2019 |
Hindalco (HNDL IN) Q1FY20 result - Conversion business to drive earnings… |
India |
Vikash Singh |
|
| 09-Aug-2019 |
Thermax (TMX IN): Q1FY20 result review - Expensive valuations for a weak orderbook and capped margins |
India |
Jonas Bhutta |
|
| 09-Aug-2019 |
Shree Cement (Maintain BUY; PO Rs23,000): |
India |
Vaibhav Agarwal |
|
| 09-Aug-2019 |
Industrial Output : IIP marginally ahead of expectations at 2% |
India |
Anjali Verma |
|
| 09-Aug-2019 |
Voltas Limited (Neutral; TP:615) Q1FY20 - Good weather pushes strong RAC sales |
India |
Deepak Agarwal |
|
| 09-Aug-2019 |
PATH |
India |
Anshul Bhargava |
|
| 08-Aug-2019 |
Emami Q1FY20: When this seasonality jinx will end? |
India |
Vishal Gutka |
|
| 08-Aug-2019 |
JK Lakshmi Cement (Maintain BUY; PO Rs460) |
India |
Vaibhav Agarwal |
|
| 08-Aug-2019 |
India Cements (Maintain BUY; PO Rs140): |
India |
Vaibhav Agarwal |
|
| 08-Aug-2019 |
JK Cement (Maintain BUY; PO Rs1300 |
India |
Vaibhav Agarwal |
|
| 08-Aug-2019 |
Phoenix Mills Q1FY20: Retail revenue continues to grow; residential sales slump; Maintain BUY |
India |
Dhawal Somaiya |
|
| 08-Aug-2019 |
Godrej Properties Q1FY20: Miss in planned launches leads to weak pre-sales / cash flows; Maintain Neutral |
India |
Dhawal Somaiya |
|
| 08-Aug-2019 |
Cummins India (KKC IN): Q1FY20 Result review - Weak near term outlook should continue to weigh on valuations |
India |
Jonas Bhutta |
|
| 08-Aug-2019 |
Lupin (LPC IN) - Mired in growth as well as operational challenges; Reiterate SELL with TP Rs 640 |
India |
Surya Patra |
|
| 08-Aug-2019 |
Aurobindo Pharma:Valued at deep discount; Reiterate BUY with TP Rs 930 |
India |
Surya Patra |
|
| 08-Aug-2019 |
Adani Ports 1QFY20 - Strong cargo growth; Story intact |
India |
Vibhor Singhal |
|
| 08-Aug-2019 |
Mahindra & Mahindra (MM IN) Headwinds ahead |
India |
Saksham Kaushal |
|
| 08-Aug-2019 |
Bajaj Electricals Ltd (BUY; TP:548) Q1FY20 - Strong season and RREP boosting CD; E&P in pain |
India |
Deepak Agarwal |
|
| 08-Aug-2019 |
KEC International (KECI IN): Q1FY20 Result review - A good show in challenging times, but lower orders is a concern |
India |
Jonas Bhutta |
|
| 08-Aug-2019 |
PATH |
India |
Anshul Bhargava |
|
| 07-Aug-2019 |
Tata Steel - Near term headwinds…Expect better cash flow management - Maintain buy |
India |
Vikash Singh |
|
| 07-Aug-2019 |
Siemens India (SIEM IN) - Q3FY19 Result review: In line results, estimates and valuations have limited downside from here. Upgrade to Neutral |
India |
Jonas Bhutta |
|
| 07-Aug-2019 |
Cipla (CIPLA IN) - Faces multiple growth challenges ahead; Downgrade to SELL with TP Rs 430 |
India |
Surya Patra |
|
| 07-Aug-2019 |
HCL Tech 1QFY20: Strong revenue performance; business remains unattractive |
India |
Vibhor Singhal |
|
| 07-Aug-2019 |
Monetary Policy : 35ps cut, closer to expectation; Growth concerns intensify (PhillipCapital India) |
India |
Anjali Verma |
|
| 07-Aug-2019 |
Capital Goods - Sector update: Takeaways from Rockwell Automation Tech Ed Day |
India |
Jonas Bhutta |
|
| 07-Aug-2019 |
Mangalam Cement (BUY - Maintain - PO Rs350) |
India |
Vaibhav Agarwal |
|
| 07-Aug-2019 |
Indiabulls Housing Finance (IHFL IN): Deleveraging continues |
India |
Sujal Kumar |
|
| 07-Aug-2019 |
PATH |
India |
Anshul Bhargava |
|
| 06-Aug-2019 |
IRB Infra 1QFY20: Revamps the business in one fell swoop; Upgrade to BUY |
India |
Vibhor Singhal |
|
| 06-Aug-2019 |
KEI Industries Ltd (BUY; TP:500) Q1FY20 - Strong growth momentum to continue |
India |
Deepak Agarwal |
|
| 06-Aug-2019 |
SRF Ltd (SRF IN) - Strong fluorospecialty outlook priced-in;Downgrade to NEUTRAL with TP Rs 3000 |
India |
Surya Patra |
|
| 06-Aug-2019 |
Titan Company Q1FY20: Near Term headwinds to overweigh structural story: Maintain NEU |
India |
Vishal Gutka |
|
| 06-Aug-2019 |
Lower interest rates may not revive economy |
India |
Anjali Verma |
|
| 06-Aug-2019 |
Indian Bank (INBK IN): Risk reward favourable |
India |
Manish Agarwalla |
|
| 06-Aug-2019 |
Somany Ceramics Ltd (BUY; TP:500) Q1FY20 - Revenue in-line; Lower utilisation impacted margins |
India |
Deepak Agarwal |
|
| 06-Aug-2019 |
PATH |
India |
Anshul Bhargava |
|
| 05-Aug-2019 |
LIC Housing Finance (LICHF IN): Asset quality deteriorated further |
India |
Sujal Kumar |
|
| 05-Aug-2019 |
Camlin Fine Sciences (CFIN IN) - Strong Q1; Set to sustain strong earnings momentum; Maintain BUY with TP Rs 140 |
India |
Surya Patra |
|
| 05-Aug-2019 |
GE T&D India (GETD IN): Q1FY20 Result review - Disappointment continues |
India |
Jonas Bhutta |
|
| 05-Aug-2019 |
GSK Consumer Q1FY20: Awaiting merger with HUL - Maintain BUY |
India |
Vishal Gutka |
|
| 05-Aug-2019 |
HDFC Ltd (HDFC IN):Strong balance sheet to support growth |
India |
Sujal Kumar |
|
| 05-Aug-2019 |
State Bank of India (SBIN IN): Asset quality disappoints |
India |
Manish Agarwalla |
|
| 05-Aug-2019 |
Ceat Ltd Q1FY20 Update: Weak demand outlook (Downgrade to NEUTRAL) |
India |
Saksham Kaushal |
|
| 05-Aug-2019 |
PATH |
India |
Anshul Bhargava |
|
| 02-Aug-2019 |
Sterling & Wilson Solar Ltd - IPO Note - Sun is shining... the weather is sweet... for solar |
India |
Jonas Bhutta |
|
| 02-Aug-2019 |
ITC Q1FY20:Wait for cigarette Double digit Ebit growth get elongated , Maintain Buy |
India |
Vishal Gutka |
|
| 02-Aug-2019 |
Nestle Q2CY19: Ignore Qtrly Results; Focus on Long-term , Maintain BUY |
India |
Vishal Gutka |
|
| 02-Aug-2019 |
Dalmia Bharat (Maintain BUY: PO Rs1,350) |
India |
Vaibhav Agarwal |
|
| 01-Aug-2019 |
Apollo Tyres (APTY IN) Replacement demand to the aid |
India |
Saksham Kaushal |
|
| 01-Aug-2019 |
Ashok Leyland (AL IN)- Volume outlook uncertain |
India |
Saksham Kaushal |
|
| 01-Aug-2019 |
Marico Ltd Q1FY20: Well oiled performance: Maintain BUY |
India |
Vishal Gutka |
|
| 01-Aug-2019 |
GCPL Q1FY20: Will this volatility last forever? - Maintain: SELL |
India |
Vishal Gutka |
|
| 01-Aug-2019 |
Atul Ltd (ATLP IN) - Guides for an enhanced profitable growth; Maintain BUY with TP Rs 4000 |
India |
Surya Patra |
|
| 01-Aug-2019 |
Star Cement: Maintain BUY (PO Rs125) |
India |
Vaibhav Agarwal |
|
| 01-Aug-2019 |
Magma Fincorp Q1FY20 - Operating performance weak; Asset quality deteriorates |
India |
Pradeep Agrawal |
|
| 01-Aug-2019 |
PATH |
India |
Anshul Bhargava |
|
| 01-Aug-2019 |
Concor 1QFY20 Update : Impact of lower volumes and other income Maintian BUY |
India |
Vikash Singh |
|
| 01-Aug-2019 |
HeidelbergCement - Maintain BUY (PO Rs230): |
India |
Vaibhav Agarwal |
|
| 31-Jul-2019 |
Vinati Organics Ltd (VO IN) - Expansions and new project to drive earnings growth; Maintain BUY with TP Rs 2000 |
India |
Surya Patra |
|
| 31-Jul-2019 |
Cholamandalam Finance Q1FY20 - Strong performance on all counts |
India |
Pradeep Agrawal |
|
| 31-Jul-2019 |
Kalpataru Power (KPP IN) Q1FY20: Strong start to FY20; Higher capex will not puncture equity release story |
India |
Jonas Bhutta |
|
| 31-Jul-2019 |
PC - Metals Monthly Wrap |
India |
Vikash Singh |
|
| 31-Jul-2019 |
Orient Electric Ltd (BUY; TP:190) Q1FY20 - Strong season, good growth |
India |
Deepak Agarwal |
|
| 30-Jul-2019 |
Hero MotoCorp-Bumpy road ahead |
India |
Saksham Kaushal |
|
| 30-Jul-2019 |
Axis Bank (AXSB IN): Corporate downgrade elevates stress book |
India |
Manish Agarwalla |
|
| 30-Jul-2019 |
TechM 1QFY20: Disappointing numbers; Our hypothesis playing out perfectly |
India |
Vibhor Singhal |
|
| 30-Jul-2019 |
Bharat Electronics (BHE IN) Q1FY20: Results in line with estimates; Orders to be back ended |
India |
Jonas Bhutta |
|
| 30-Jul-2019 |
Shriram City Union Finance Q1FY20 - Tight liquidity knocks growth; asset quality stable |
India |
Pradeep Agrawal |
|
| 30-Jul-2019 |
ABB India (ABB IN) : 2Q missed estimates; inflows were a positive |
India |
Jonas Bhutta |
|
| 30-Jul-2019 |
Polycab India Ltd. (BUY; TP:734) Q1FY20: In-line performance in a challenging environment |
India |
Deepak Agarwal |
|
| 29-Jul-2019 |
Dr Reddy’s Labs (DRRD IN) - Lacks near-term growth triggers; Maintain NEUTRAL with TP Rs 2850 |
India |
Surya Patra |
|
| 29-Jul-2019 |
Havells India Ltd (SELL; TP:606) 1QFY20 - A slow quarter, Llyod yet to stabilise |
India |
Deepak Agarwal |
|
| 29-Jul-2019 |
Escorts Ltd - Disappointment across, outlook bleak |
India |
Saksham Kaushal |
|
| 29-Jul-2019 |
Atul Ltd (ATLP IN) - Strong Q1; Softening prices and global slowdown concerns; BUY with TP Rs 4000 |
India |
Surya Patra |
|
| 29-Jul-2019 |
Biocon (BIOS IN) - Fast growing biologics segment is valued at deep discount; BUY with TP Rs 410: |
India |
Surya Patra |
|
| 29-Jul-2019 |
ICICI Bank (ICICIBC IN): Strong performance on all account |
India |
Sujal Kumar |
|
| 29-Jul-2019 |
PATH |
India |
Anshul Bhargava |
|
| 28-Jul-2019 |
Maruti Suzuki (MSIL IN)- Volume recovery nowhere in sight |
India |
Saksham Kaushal |
|
| 28-Jul-2019 |
Bajaj Auto (BJAUT IN) Cautious outlook ahead |
India |
Saksham Kaushal |
|
| 26-Jul-2019 |
Vedanta Ltd: Robust volume growth – the only silver lining (BUY) |
India |
Vikash Singh |
|
| 26-Jul-2019 |
JSW Steel : In line performance; No near tem respite (SELL) |
India |
Vikash Singh |
|
| 26-Jul-2019 |
PATH |
India |
Anshul Bhargava |
|
| 26-Jul-2019 |
Ambuja Cements (Downgrade to Neutral: PO Rs250) |
India |
Vaibhav Agarwal |
|
| 26-Jul-2019 |
Oberoi Realty - Pre-sales momentum holds up strong; expected to sustain. Maintain BUY |
India |
Dhawal Somaiya |
|
| 26-Jul-2019 |
V-Guard Industries Ltd (BUY; TP: 260) 1QFY20 - Strong season resulting in a good quarter |
India |
Deepak Agarwal |
|
| 26-Jul-2019 |
Bank of Baroda (BOB IN): Stress book an overhang |
India |
Manish Agarwalla |
|
| 26-Jul-2019 |
Daily Weather Update |
India |
Ashwini Bansod |
|
| 25-Jul-2019 |
Tata Motors - The long wait just got longer. Downgrade to Neutral |
India |
Saksham Kaushal |
|
| 25-Jul-2019 |
Shriram Transport Finance Q1FY20 - In line performance; margins and asset-quality stable |
India |
Pradeep Agrawal |
|
| 25-Jul-2019 |
Kajaria Ceramics Ltd (BUY; TP: 639) 1QFY20 - Volume growth, but product mix impacted realizations |
India |
Deepak Agarwal |
|
| 25-Jul-2019 |
Praj Industries 1QFY20: Short term weakness in order inflow Maintain BUY |
India |
Vikash Singh |
|
| 24-Jul-2019 |
Asian Paints Q1FY20 Result Update: Juggernaut on a roll- Maintain BUY |
India |
Vishal Gutka |
|
| 24-Jul-2019 |
Jubilant Foodworks : Growth story to take a breather |
India |
Vishal Gutka |
|
| 24-Jul-2019 |
M&M Financial Services Q1FY20 - Underperformance on all fronts; Downgrade to sell |
India |
Pradeep Agrawal |
|
| 24-Jul-2019 |
Larsen & Toubro (LT IN) Q1FY20: Orders and execution were strong but margins were weak |
India |
Jonas Bhutta |
|
| 23-Jul-2019 |
NIIT Tech 1QFY20: Decent results (ex-adjustments); maintain Neutral |
India |
Vibhor Singhal |
|
| 23-Jul-2019 |
HUL Q1FY20: Margin surprises: Maintain BUY |
India |
Vishal Gutka |
|
| 23-Jul-2019 |
PATH |
India |
Anshul Bhargava |
|
| 23-Jul-2019 |
PATH |
India |
Anshul Bhargava |
|
| 23-Jul-2019 |
India Strategy: Nifty downgrade led by macro and earnings risks |
India |
Anjali Verma |
|
| 23-Jul-2019 |
Daily Weather Update |
India |
Ashwini Bansod |
|
| 22-Jul-2019 |
PATH |
India |
Anshul Bhargava |
|
| 22-Jul-2019 |
Kotak Mahindra Bank (KMB IN): Strong operating performance |
India |
Sujal Kumar |
|
| 22-Jul-2019 |
Pennar Industries: Consolidation for focused growth |
India |
Vikram Suryavanshi |
|
| 22-Jul-2019 |
Hindustan Zinc (HZ N) Q1FY20 result: Waiting for volume growth to kick in… |
India |
Vikash Singh |
|
| 22-Jul-2019 |
HDFC Bank (HDFCB IN)- Stable performance |
India |
Manish Agarwalla |
|
| 19-Jul-2019 |
L&T Tech 1QFY20: Mixed results, valuations expensive; maintain Neutral |
India |
Vibhor Singhal |
|
| 19-Jul-2019 |
PATH |
India |
Anshul Bhargava |
|
| 19-Jul-2019 |
Dabur Q1FY20: Defying all the odds |
India |
Vishal Gutka |
|
| 19-Jul-2019 |
L&T Infotech 1QFY20: Disappointing results; Outlook not much brighter |
India |
Vibhor Singhal |
|
| 19-Jul-2019 |
ACC Ltd. (Downgrade to Neutral: PO Rs1760) |
India |
Vaibhav Agarwal |
|
| 19-Jul-2019 |
Daily Weather Update |
India |
Ashwini Bansod |
|
| 18-Jul-2019 |
PATH |
India |
Anshul Bhargava |
|
| 18-Jul-2019 |
Agro Tech Foods Q1FY20: Edible oil business remain weak : Maintain SELL |
India |
Vishal Gutka |
|
| 18-Jul-2019 |
Colgate :Losing its smile ; Downgrade to Sell |
India |
Vishal Gutka |
|
| 18-Jul-2019 |
Daily Weather Update |
India |
Ashwini Bansod |
|
| 17-Jul-2019 |
Wipro 1QFY20: Disappointing performance; the wait gets just a little longer |
India |
Vibhor Singhal |
|
| 17-Jul-2019 |
Yes Bank (YES IN)- Stress book aggravated further |
India |
Sujal Kumar |
|
| 17-Jul-2019 |
DCB Bank (DCBB IN) -Miss on growth |
India |
Manish Agarwalla |
|
| 17-Jul-2019 |
Daily Weather Update |
India |
Ashwini Bansod |
|
| 16-Jul-2019 |
Road Less Travelled (Monthly Publication | 17 July 2019 | Vol-1, Issue-7) |
India |
India Research Team |
|
| 16-Jul-2019 |
Bajaj Consumer Q1FY20: Hope ADHO revival comes sooner |
India |
Preeyam Tolia |
|
| 16-Jul-2019 |
Titan Company: Company Update: Jewellery consultant roadshow takeaways : Downgrade to Neutral |
India |
Vishal Gutka |
|
| 15-Jul-2019 |
Dr Reddy’s Laboratories (DRRD IN) - Relief in gSuboxone litigation; No incremental earnings; NEUTRAL with TP Rs 2850 |
India |
Surya Patra |
|
| 12-Jul-2019 |
PATH |
India |
Anshul Bhargava |
|
| 12-Jul-2019 |
PATH |
India |
Anshul Bhargava |
|
| 12-Jul-2019 |
IndusInd Bank (IIB IN))- Merger synergy yet to come in |
India |
Manish Agarwalla |
|
| 12-Jul-2019 |
CPI and IIP above expectation |
India |
Anjali Verma |
|
| 12-Jul-2019 |
Infosys 1QFY20: Strong all-round performance; Upgrade to BUY |
India |
Vibhor Singhal |
|
| 12-Jul-2019 |
Daily Weather Update |
India |
Ashwini Bansod |
|
| 11-Jul-2019 |
PATH |
India |
Anshul Bhargava |
|
| 11-Jul-2019 |
Report card: How we fared: Glad for more hits than misses |
India |
Anjali Verma |
|
| 11-Jul-2019 |
IT Services: Deal Monitor: ISG 2QCY19 - Slackening deal momentum – Not just an aberration maybe ? |
India |
Vibhor Singhal |
|
| 10-Jul-2019 |
PATH |
India |
Anshul Bhargava |
|
| 10-Jul-2019 |
TCS 1QFY20: Revenue slightly below estimates – a minor blip; maintain Buy |
India |
Vibhor Singhal |
|
| 09-Jul-2019 |
PATH |
India |
Anshul Bhargava |
|
| 09-Jul-2019 |
Specialty Chemicals - Q1FY20 Preview: Softening prices to moderate growth |
India |
Surya Patra |
|
| 09-Jul-2019 |
Aarti Industries - The scheme of arrangement boosts earnings by 3%; Maintain BUY with TP Rs 2000 |
India |
Surya Patra |
|
| 09-Jul-2019 |
Metals Q1FY20 Results Preview: Metals to remain under pressure |
India |
Vikash Singh |
|
| 09-Jul-2019 |
Consumer Electricals Preview Q1FY20 : A really hot summer = strong Q1 |
India |
Deepak Agarwal |
|
| 09-Jul-2019 |
Q1FY20 Results Preview: Weakness persisting; Banks – the key support |
India |
Anjali Verma |
|
| 09-Jul-2019 |
Financials- Q1FY20 Results Preview: Moderate quarter |
India |
Manish Agarwalla |
|
| 08-Jul-2019 |
PATH |
India |
Anshul Bhargava |
|
| 08-Jul-2019 |
Consumer & Retail sector: Not out of the woods yet (Q1FY20 Results Preview) |
India |
Vishal Gutka |
|
| 08-Jul-2019 |
Jubilant Foodworks : Subway India – Franchisee interaction takeaways |
India |
Vishal Gutka |
|
| 05-Jul-2019 |
PATH |
India |
Anshul Bhargava |
|
| 05-Jul-2019 |
Union Budget FY20: Growth-neutral, as expected. Key theme – tax compliance |
India |
Anjali Verma |
|
| 05-Jul-2019 |
Kalpataru Power (KPP IN): Company Update - One down, one more to go |
India |
Jonas Bhutta |
|
| 04-Jul-2019 |
PATH |
India |
Anshul Bhargava |
|
| 04-Jul-2019 |
IT Services 1QFY20 Preview: Margins to dampen the growth performance |
India |
Vibhor Singhal |
|
| 04-Jul-2019 |
PC India Index : At nine-month high in May’19 |
India |
Anjali Verma |
|
| 03-Jul-2019 |
PATH |
India |
Anshul Bhargava |
|
| 03-Jul-2019 |
SW Monsoon 2019 Daily Update |
India |
Ashwini Bansod |
|
| 02-Jul-2019 |
PATH |
India |
Anshul Bhargava |
|
| 02-Jul-2019 |
Sadbhav Engg - Deal over. Onto the core business now - Downgrade to NEUTRAL |
India |
Vibhor Singhal |
|
| 01-Jul-2019 |
PATH |
India |
Anshul Bhargava |
|
| 01-Jul-2019 |
Q4FY19 Balance of Payment : CAD narrowed, capital flows strengthened |
India |
Anjali Verma |
|
| 28-Jun-2019 |
Accenture 3QFY19: Strong results; outsourcing growth continues |
India |
Vibhor Singhal |
|
| 27-Jun-2019 |
Ground View Magazine: June 2019 Issue: INDIA WATERWAYS: TURNING THE CORNER |
India |
Vikram Suryavanshi |
|
| 27-Jun-2019 |
Logistics monthly update June 2019 |
India |
Vikram Suryavanshi |
|
| 26-Jun-2019 |
Metals - Sector initiation: Steel to outperform base metals despite short-term headwinds |
India |
Vikash Singh |
|
| 25-Jun-2019 |
IT Services: European IT-space consolidation - just as we predicted! |
India |
Vibhor Singhal |
|
| 24-Jun-2019 |
BCL Industries Visit note : Beneficiary of ethanol blending |
India |
Vikash Singh |
|
| 24-Jun-2019 |
FY20 Budget Preview : Time ripe to opt for fiscal expansion |
India |
Anjali Verma |
|
| 21-Jun-2019 |
MPC Minutes : Growth concerns overpowered |
India |
Anjali Verma |
|
| 21-Jun-2019 |
Daily Weather Update |
India |
Ashwini Bansod |
|
| 20-Jun-2019 |
Voltas Limited (NEUTRAL; TP:578) - Management meeting takeaways |
India |
Deepak Agarwal |
|
| 13-Jun-2019 |
Sintex Plastics Technology: Suspension of research coverage |
India |
Vikash Singh |
|
| 13-Jun-2019 |
Kalpataru Power (KPP IN): A play on multiple end markets and improving capital allocation |
India |
Jonas Bhutta |
|
| 13-Jun-2019 |
Avenue Supermarts Ltd (Analyst Meet Takeaways): Unfazed by competition; confident about abilities |
India |
Vishal Gutka |
|
| 12-Jun-2019 |
CPI marginally below, IIP ahead of expectation |
India |
Anjali Verma |
|
| 12-Jun-2019 |
KEC International (KECI IN): Management meeting takeaways |
India |
Jonas Bhutta |
|
| 12-Jun-2019 |
Daily Cotton Update |
India |
Ashwini Bansod |
|
| 12-Jun-2019 |
Daily Weather update June 12, 2019 |
India |
Ashwini Bansod |
|
| 12-Jun-2019 |
PhillipCapital India : Daily Agri. Technical Trades Reports, Jun 12, 2019 |
India |
Rajeev Darji |
|
| 12-Jun-2019 |
PhillipCapital India : Daily Metals and Energy Technical Trades Reports, Jun 12, 2019 |
India |
Rajeev Darji |
|
| 11-Jun-2019 |
PhillipCapital India : Daily Agri. Technical Trades Reports, Jun 11, 2019 |
India |
Rajeev Darji |
|
| 11-Jun-2019 |
PhillipCapital India : Daily Metals and Energy Technical Trades Reports, Jun 11, 2019 |
India |
Rajeev Darji |
|
| 11-Jun-2019 |
Britannia (Company update): Extracting the best from its vendors |
India |
Vishal Gutka |
|
| 11-Jun-2019 |
India Banking Trends- Q4FY19 results review: Accelerated provisioning led to lower profit |
India |
Manish Agarwalla |
|
| 10-Jun-2019 |
PhillipCapital India : Daily Agri. Technical Trades Reports, Jun 10, 2019 |
India |
Rajeev Darji |
|
| 10-Jun-2019 |
PhillipCapital India : Daily Metals and Energy Technical Trades Reports, Jun 10, 2019 |
India |
Rajeev Darji |
|
| 10-Jun-2019 |
HUL Analyst Meet Takeaways: Rock solid: Maintain BUY |
India |
Vishal Gutka |
|
| 10-Jun-2019 |
Finolex Cables Ltd (BUY; TP: 538) 4QFY19 - In-line performance, expected recovery ahead. |
India |
Deepak Agarwal |
|
| 07-Jun-2019 |
PhillipCapital India : Daily Agri. Technical Trades Reports, Jun 7, 2019 |
India |
Rajeev Darji |
|
| 07-Jun-2019 |
PhillipCapital India : Daily Metals and Energy Technical Trades Reports, Jun 7, 2019 |
India |
Rajeev Darji |
|
| 07-Jun-2019 |
Tata Motors (TTMT IN): Turnaround in progress |
India |
Saksham Kaushal |
|
| 07-Jun-2019 |
Eicher Motors :The road ahead? (Analyst Meet Update |
India |
Saksham Kaushal |
|
| 07-Jun-2019 |
GRSE (GRSE IN) - Not Rated: Meeting notes - Small but agile |
India |
Jonas Bhutta |
|
| 06-Jun-2019 |
PhillipCapital India : Daily Agri. Technical Trades Reports, Jun 6, 2019 |
India |
Rajeev Darji |
|
| 06-Jun-2019 |
PhillipCapital India : Daily Metals and Energy Technical Trades Reports, Jun 6, 2019 |
India |
Rajeev Darji |
|
| 06-Jun-2019 |
Monetary Policy : Thanks to Governor – 75bps delivered, 50-75bps more to come |
India |
Anjali Verma |
|
| 06-Jun-2019 |
Infrastructure: The ‘order-book-keeper’ - Platform set for FY20 |
India |
Vibhor Singhal |
|
| 05-Jun-2019 |
PhillipCapital India : Daily Metals and Energy Technical Trades Reports, Jun 4, 2019 |
India |
Rajeev Darji |
|
| 04-Jun-2019 |
PhillipCapital India : Daily Agri. Technical Trades Reports, Jun 4, 2019 |
India |
Rajeev Darji |
|
| 04-Jun-2019 |
PC India Index : Continued to trend higher in April’19 |
India |
Anjali Verma |
|
| 03-Jun-2019 |
PhillipCapital India : Daily Agri. Technical Trades Reports, Jun 3, 2019 |
India |
Rajeev Darji |
|
| 03-Jun-2019 |
PhillipCapital India : Daily Metals and Energy Technical Trades Reports, Jun 3, 2019 |
India |
Rajeev Darji |
|
| 03-Jun-2019 |
Q4FY19 Earnings Tracker: Nifty delivers strong earnings; Broader market earnings weak |
India |
Anjali Verma |
|
| 03-Jun-2019 |
Bharat Dynamics Ltd (BDL IN) Q4FY19: Disappointment continues |
India |
Jonas Bhutta |
|
| 03-Jun-2019 |
6th Annual Ground View Conference : Key takeaways |
India |
India Research Team |
|
| 03-Jun-2019 |
NCC Ltd: Price correction overdone; Growth story intact |
India |
Vibhor Singhal |
|
| 03-Jun-2019 |
VRL Logistics 4QFY19 Update: Focus on volume growth Maintain BUY |
India |
Vikash Singh |
|
| 03-Jun-2019 |
KDDL 4QFY19 Update : Strong margin recovery Maintian BUY |
India |
Vikash Singh |
|
| 03-Jun-2019 |
Maruti Suzuki (Neutral; TP: Rs 6012): Is Maruti’s 4-5% volume growth estimate too ambitious? |
India |
Saksham Kaushal |
|
| 01-Jun-2019 |
Sadbhav Engg 4QFY19: Disappointment continues; BOT sale trigger awaited |
India |
Vibhor Singhal |
|
| 01-Jun-2019 |
KNR Construction 4QFY19: Strong performance; Valuations expensive - maintain NEUTRAL |
India |
Vibhor Singhal |
|
| 31-May-2019 |
PhillipCapital India : Daily Agri. Technical Trades Reports, May 31, 2019 |
India |
Rajeev Darji |
|
| 31-May-2019 |
PhillipCapital India : Daily Metals and Energy Technical Trades Reports, May 31, 2019 |
India |
Rajeev Darji |
|
| 31-May-2019 |
Q4FY19 GDP : Declined to 5.8% due to weak GFCF, agri, and industry; We cut FY20 GDP estimate by 50bps to 6.8% ( |
India |
Anjali Verma |
|
| 31-May-2019 |
Repco Home Finance (REPCO IN)- Diversifying away from Tamil Nadu |
India |
Manish Agarwalla |
|
| 31-May-2019 |
V-Guard Industries Ltd (BUY; TP: 250) 4QFY19 - Strong recovery in south market, non-south to inch up |
India |
Deepak Agarwal |
|
| 31-May-2019 |
IPCA Labs (IPCA IN) - Strong earnings visibility but priced-in; NEUTRAL with TP Rs 980 |
India |
Surya Patra |
|
| 31-May-2019 |
Glenmark Pharma (GNP IN) - Weak US outlook raise earnings growth concerns; NEUTRAL with TP Rs 570: |
India |
Surya Patra |
|
| 30-May-2019 |
PhillipCapital India : Daily Agri. Technical Trades Reports, May 30, 2019 |
India |
Rajeev Darji |
|
| 30-May-2019 |
PhillipCapital India : Daily Metals and Energy Technical Trades Reports, May 30, 2019 |
India |
Rajeev Darji |
|
| 30-May-2019 |
Hero MotoCorp (HMCL IN): Consolidating its position |
India |
Saksham Kaushal |
|
| 30-May-2019 |
Navkar Corporation 4QFY19 Update : Moving on slow track Maintain BUY |
India |
Vikash Singh |
|
| 30-May-2019 |
IRB Infra 4QFY19: Muted results; Outlook remains unexciting |
India |
Vibhor Singhal |
|
| 30-May-2019 |
Havells India Ltd (SELL; TP: 660) 4QFY19 - First signs of weakness in core biz and Lloyd drags on... |
India |
Deepak Agarwal |
|
| 30-May-2019 |
Cadila Healthcare (CDH IN) - Missed estimates, but priced attractively; BUY with TP Rs 400 |
India |
Surya Patra |
|
| 30-May-2019 |
Aurobindo Pharma -On a steady growth path: |
India |
Surya Patra |
|
| 29-May-2019 |
PhillipCapital India : Daily Agri. Technical Trades Reports, May 29, 2019 |
India |
Rajeev Darji |
|
| 29-May-2019 |
PhillipCapital India : Daily Metals and Energy Technical Trades Reports, May 29, 2019 |
India |
Rajeev Darji |
|
| 29-May-2019 |
Mahindra & Mahindra (MM IN) : Autos outperform, Farm sector sluggish |
India |
Saksham Kaushal |
|
| 29-May-2019 |
Bharat Electronics (BHE IN) Q4FY19: Margins surprise yet again. We stick to conventional logic |
India |
Jonas Bhutta |
|
| 29-May-2019 |
Adani Ports 4QFY19 - Mixed set of numbers; Acquisitions to drive future growth |
India |
Vibhor Singhal |
|
| 29-May-2019 |
Metals: Monthly wrap - May 2019 |
India |
Vikash Singh |
|
| 29-May-2019 |
HDFC Bank (HDFCB IN)- Key highlights of Investor Day |
India |
Manish Agarwalla |
|
| 29-May-2019 |
Emami Q4FY19: Who moved my growth? |
India |
Vikash Singh |
|
| 29-May-2019 |
Sun Pharma (SUNP IN) - Specialty promotion in the US to pressure earnings; NEUTRAL with TP Rs 450 |
India |
Surya Patra |
|
| 28-May-2019 |
PhillipCapital India : Daily Agri. Technical Trades Reports, May 28, 2019 |
India |
Rajeev Darji |
|
| 28-May-2019 |
PhillipCapital India : Daily Metals and Energy Technical Trades Reports, May 28, 2019 |
India |
Rajeev Darji |
|
| 28-May-2019 |
Colgate : Elongated road to recovery ; Downgrade to Neutral |
India |
Vishal Gutka |
|
| 28-May-2019 |
Camlin Fine (CFIN IN) - FY19 marked the turnaround; Priced way below fundamentals; BUY TP Rs 140 |
India |
Surya Patra |
|
| 28-May-2019 |
BHEL (BHEL IN) Q4FY19: Lower provisions aid margins |
India |
Jonas Bhutta |
|
| 28-May-2019 |
Cochin Shipyard Ltd (COCHIN IN) 4QFY19: Marred by one off provisions |
India |
Jonas Bhutta |
|
| 28-May-2019 |
Siemens India (SIEM IN): Company Update - Takeaways from Innovation day 2019 |
India |
Jonas Bhutta |
|
| 27-May-2019 |
PhillipCapital India : Daily Agri. Technical Trades Reports, May 27, 2019 |
India |
Rajeev Darji |
|
| 27-May-2019 |
PhillipCapital India : Daily Metals and Energy Technical Trades Reports, May 27, 2019 |
India |
Rajeev Darji |
|
| 27-May-2019 |
Divi’s Labs (DIVI IN) - Standalone Q4 was an aberration; Growth outlook remains intact; BUY TP Rs 1850 |
India |
Surya Patra |
|
| 27-May-2019 |
GE T&D India (GETD IN): Result review - Upbeat on medium term order inflow prospects |
India |
Jonas Bhutta |
|
| 27-May-2019 |
PNC Infratech 4QFY19 - Results + Balance sheet + Orderbook – All Strong - Maintain BUY |
India |
Vibhor Singhal |
|
| 27-May-2019 |
NBFC SECTOR - RBI proposes tighter liquidity norms – long-term positive |
India |
Pradeep Agrawal |
|
| 27-May-2019 |
Ashoka Buildcon 4QFY19 - Strong performance continue; McQ exit the only concern |
India |
Vibhor Singhal |
|
| 24-May-2019 |
PhillipCapital India : Daily Agri. Technical Trades Reports, May 24, 2019 |
India |
Rajeev Darji |
|
| 24-May-2019 |
PhillipCapital India : Daily Metals and Energy Technical Trades Reports, May 24, 2019 |
India |
Rajeev Darji |
|
| 24-May-2019 |
ITD Cementation 5QFY19 - And the inconsistency continues |
India |
Vibhor Singhal |
|
| 24-May-2019 |
Cummins India (KKC IN) Q4FY19: Record low expectations = tactical value pick? |
India |
Jonas Bhutta |
|
| 24-May-2019 |
NCC Ltd 4QFY19 - Strong results; Remarkable improvement in balance sheet |
India |
Vibhor Singhal |
|
| 24-May-2019 |
Ashok Leyland (Neutral; TP:Rs107): Subdued Outlook |
India |
Saksham Kaushal |
|
| 24-May-2019 |
Allcargo Logistics 4QFY19 Update: Betting on warehousing growth |
India |
Vikram Suryavanshi |
|
| 24-May-2019 |
Indocount 4QFY19 Update : Volume miss Maintina BUY |
India |
Vikram Suryavanshi |
|
| 24-May-2019 |
Real Estate - Tipping point: Perils and triumphs ahead (Sector & Initiating) |
India |
Vaibhav Agarwal |
|
| 24-May-2019 |
VA Tech Wabag (VATW IN):Result review- Livin’ on a prayer |
India |
Jonas Bhutta |
|
| 23-May-2019 |
Lok Sabha Elections: We always maintained faith in Modi |
India |
Anjali Verma |
|
| 23-May-2019 |
Bajaj Electricals Ltd (BUY; TP:660) 4QFY19 - 4Q performance impacted by E&P; CD business in line |
India |
Deepak Agarwal |
|
| 23-May-2019 |
Bank of Baroda (BOB IN)- Accelerated provisioning impacts PAT |
India |
Manish Agarwalla |
|
| 23-May-2019 |
Somany Ceramics Ltd (BUY; TP:550) 4QFY19 - Back on track, Strong prospects ahead.. |
India |
Deepak Agarwal |
|
| 23-May-2019 |
IndusInd Bank (IIB IN)- Allaying concerns on stressed exposures |
India |
Manish Agarwalla |
|
| 22-May-2019 |
PhillipCapital India : Daily Agri. Technical Trades Reports, May 22, 2019 |
India |
Rajeev Darji |
|
| 22-May-2019 |
PhillipCapital India : Daily Metals and Energy Technical Trades Reports, May 22, 2019 |
India |
Rajeev Darji |
|
| 22-May-2019 |
KEI Industries Ltd (BUY; TP: 500) 4QFY19 - Wired for exponential growth; growth momentum continue |
India |
Deepak Agarwal |
|
| 22-May-2019 |
Cipla (CIPLA IN) - Strong Q4 but visible triggers priced-in; NEUTRAL TP Rs 510 |
India |
Jonas Bhutta |
|
| 22-May-2019 |
Aarti Industries (ARTO IN) - Multiyear deals to sustain growth momentum; BUY TP Rs 2000 |
India |
Surya Patra |
|
| 21-May-2019 |
PhillipCapital India : Daily Agri. Technical Trades Reports, May 21, 2019 |
India |
Rajeev Darji |
|
| 21-May-2019 |
PhillipCapital India : Daily Metals and Energy Technical Trades Reports, May 21, 2019 |
India |
Rajeev Darji |
|
| 21-May-2019 |
TechM 4QFY19: Weak results, below expectations – maintain SELL |
India |
Vibhor Singhal |
|
| 21-May-2019 |
Bharat Forge (Neutral; TP: Rs 548): Demand outlook subdued |
India |
Saksham Kaushal |
|
| 21-May-2019 |
Tata Motors (BUY; TP:Rs237):Decent quarter, costs on a tight leash |
India |
Saksham Kaushal |
|
| 20-May-2019 |
PhillipCapital India : Daily Agri. Technical Trades Reports, May 20, 2019 |
India |
Rajeev Darji |
|
| 20-May-2019 |
PhillipCapital India : Daily Metals and Energy Technical Trades Reports, May 20, 2019 |
India |
Rajeev Darji |
|
| 20-May-2019 |
Shree Cement - Maintain BUY (PO Rs22,500): |
India |
Vaibhav Agarwal |
|
| 20-May-2019 |
Bajaj Auto (Neutral; TP: Rs 2994 ) ;Decent quarter, caution ahead |
India |
Saksham Kaushal |
|
| 19-May-2019 |
Engineers India (ENGR IN) Q4FY19: Q4 disappoints on core metrics of execution and margins |
India |
Jonas Bhutta |
|
| 17-May-2019 |
PhillipCapital India : Daily Agri. Technical Trades Reports, May 17, 2019 |
India |
Rajeev Darji |
|
| 17-May-2019 |
PhillipCapital India : Daily Metals and Energy Technical Trades Reports, May 17, 2019 |
India |
Rajeev Darji |
|
| 17-May-2019 |
Dr Reddy’s Labs (DRRD IN) - Delay in key product launches moderate growth; NEUTRAL TP Rs 2850 |
India |
Surya Patra |
|
| 17-May-2019 |
Logistics Update: Monthly volume tracker |
India |
Vikram Suryavanshi |
|
| 17-May-2019 |
Praj Industries 4QFY19 Update: Pick up in execution Maintain BUY |
India |
Vikram Suryavanshi |
|
| 16-May-2019 |
PhillipCapital India : Daily Agri. Technical Trades Reports, May 16, 2019 |
India |
Rajeev Darji |
|
| 16-May-2019 |
PhillipCapital India : Daily Metals and Energy Technical Trades Reports, May 16, 2019 |
India |
Rajeev Darji |
|
| 16-May-2019 |
Gateway Distriparks 4QFY19 Update: Support from export incentives Maintain BUY |
India |
Vikram Suryavanshi |
|
| 16-May-2019 |
Siemens India (SIEM IN) Q2FY19 result update: Consistent performance and digitalization theme are priced in |
India |
Jonas Bhutta |
|
| 16-May-2019 |
Lupin (LPC IN) - Mired under operational and regulatory challenges; SELL with TP of Rs 660 |
India |
Surya Patra |
|
| 15-May-2019 |
PhillipCapital India : Daily Agri. Technical Trades Reports, May 15, 2019 |
India |
Rajeev Darji |
|
| 15-May-2019 |
PhillipCapital India : Daily Metals and Energy Technical Trades Reports, May 15, 2019 |
India |
Rajeev Darji |
|
| 15-May-2019 |
Manappuram Finance Q4FY19 - Microfinance make up for weak performance in core business |
India |
Pradeep Agrawal |
|
| 15-May-2019 |
Jubilant Foodworks : Short term blip in long term story |
India |
Vishal Gutka |
|
| 15-May-2019 |
Magma Fincorp Q4FY19 - Growth picks up; Asset quality improves |
India |
Pradeep Agrawal |
|
| 15-May-2019 |
Indian Bank (INBK IN)) - Higher provision hits profitability |
India |
Manish Agarwalla |
|
| 15-May-2019 |
Kajaria Ceramics Ltd (BUY; TP: 672) 4QFY19 - Strong volume growth, story remains intact!!! |
India |
Deepak Agarwal |
|
| 15-May-2019 |
Polycab India Ltd (BUY; TP: 734) 4QFY19 - Revenue in line, EBITDA above our estimates |
India |
Deepak Agarwal |
|
| 14-May-2019 |
PhillipCapital India : Daily Agri. Technical Trades Reports, May 14, 2019 |
India |
Rajeev Darji |
|
| 14-May-2019 |
PhillipCapital India : Daily Metals and Energy Technical Trades Reports, May 14, 2019 |
India |
Rajeev Darji |
|
| 14-May-2019 |
SRF Ltd (SRF IN) - Ramp up in fluorospecialty to drive value growth; BUY with TP of Rs 3000 |
India |
Surya Patra |
|
| 14-May-2019 |
Nestle Q1CY19: Exports spoil the show, Maintain BUY |
India |
Vishal Gutka |
|
| 14-May-2019 |
ITC Q4FY19: Attractive valuations provide safety Net, Maintain Buy |
India |
Vishal Gutka |
|
| 14-May-2019 |
HDFC Ltd (HDFC IN) - Steady Performance |
India |
Manish Agarwalla |
|
| 13-May-2019 |
PhillipCapital India : Daily Agri. Technical Trades Reports, May 13, 2019 |
India |
Rajeev Darji |
|
| 13-May-2019 |
PhillipCapital India : Daily Metals and Energy Technical Trades Reports, May 13, 2019 |
India |
Rajeev Darji |
|
| 13-May-2019 |
GSK Consumer Q4FY19: In line with estimates - Maintain BUY |
India |
Vishal Gutka |
|
| 13-May-2019 |
April CPI benign and below expectation at 2.9% |
India |
Anjali Verma |
|
| 13-May-2019 |
Muthoot Finance Q4FY19 - Higher opex impact operating performance |
India |
Pradeep Agrawal |
|
| 13-May-2019 |
Voltas Limited (VOLT IN) 4QFY19 - Weak earnings but better prospect ahead (Neutral; TP:550) |
India |
Deepak Agarwal |
|
| 13-May-2019 |
Vinati Organics Ltd (VO IN) - Earnings momentum to continue ahead despite high base; BUY TP Rs 1900 |
India |
Surya Patra |
|
| 11-May-2019 |
Larsen & Toubro (LT IN) Q4FY19: Weak margins spoil an otherwise decent show |
India |
Jonas Bhutta |
|
| 10-May-2019 |
PhillipCapital India : Daily Agri. Technical Trades Reports, May 10, 2019 |
India |
Rajeev Darji |
|
| 10-May-2019 |
PhillipCapital India : Daily Metals and Energy Technical Trades Reports, May 10, 2019 |
India |
Rajeev Darji |
|
| 10-May-2019 |
IIP : IIP growth negligible at -0.1% |
India |
Anjali Verma |
|
| 10-May-2019 |
State Bank of India (SBIN IN) - Betting on stress asset recovery |
India |
Manish Agarwalla |
|
| 09-May-2019 |
PhillipCapital India : Daily Agri. Technical Trades Reports, May 9, 2019 |
India |
Rajeev Darji |
|
| 09-May-2019 |
PhillipCapital India : Daily Metals and Energy Technical Trades Reports, May 9, 2019 |
India |
Rajeev Darji |
|
| 09-May-2019 |
HCL Tech 4QFY19: Decent performance; Story remains unexciting |
India |
Vibhor Singhal |
|
| 09-May-2019 |
Shriram Transport Finance Q4FY19 - Weak operating performance; Growth moderates |
India |
Pradeep Agrawal |
|
| 09-May-2019 |
Titan Company Q4FY19: Demand scenario remains intact : Maintain BUY |
India |
Vishal Gutka |
|
| 09-May-2019 |
ABB India (ABB IN) Q1CY19: 1Q ticks all the right boxes |
India |
Jonas Bhutta |
|
| 09-May-2019 |
KEC International (KECI IN) Q4FY18: Smart improvement in working capital negates miss in earnings |
India |
Jonas Bhutta |
|
| 08-May-2019 |
PhillipCapital India : Daily Agri. Technical Trades Reports, May 8, 2019 |
India |
Rajeev Darji |
|
| 08-May-2019 |
PhillipCapital India : Daily Metals and Energy Technical Trades Reports, May 8, 2019 |
India |
Rajeev Darji |
|
| 08-May-2019 |
Orient Paper & Industries Ltd - Strong growth from tissue segment to continue… |
India |
Deepak Agarwal |
|
| 08-May-2019 |
Siemens India (SIEM IN): Parent announces spinoff of Gas & Power business - a positive |
India |
Jonas Bhutta |
|
| 07-May-2019 |
PhillipCapital India : Daily Agri. Technical Trades Reports, May 7, 2019 |
India |
Rajeev Darji |
|
| 07-May-2019 |
PhillipCapital India : Daily Metals and Energy Technical Trades Reports, May 7, 2019 |
India |
Rajeev Darji |
|
| 07-May-2019 |
Escorts Ltd.(Neutral; TP:Rs716): Tough road ahead, downgrade to neutral |
India |
Saksham Kaushal |
|
| 07-May-2019 |
Marico Ltd Q4FY19: Good times ahead: Maintain BUY |
India |
Vishal Gutka |
|
| 06-May-2019 |
PATH |
India |
Anshul Bhargava |
|
| 06-May-2019 |
PhillipCapital India : Daily Agri. Technical Trades Reports, May 6, 2019 |
India |
Rajeev Darji |
|
| 06-May-2019 |
PhillipCapital India : Daily Metals and Energy Technical Trades Reports, May 6, 2019 |
India |
Rajeev Darji |
|
| 06-May-2019 |
ICICI Bank (ICICIBC IN) )- Moving closer to normalized profit |
India |
Manish Agarwalla |
|
| 06-May-2019 |
LIC Housing Finance (LICHF IN)- Rise in retail NPA cause of concern |
India |
Manish Agarwalla |
|
| 06-May-2019 |
NIIT Tech 4QFY19: Results along expected lines; Upside limited |
India |
Vibhor Singhal |
|
| 06-May-2019 |
HUL Q4FY19: Rural slowdown played the spoil sport: Maintain BUY |
India |
Vishal Gutka |
|
| 06-May-2019 |
Atul Ltd (ATLP IN) - Visible aggression for new capacities is the key |
India |
Surya Patra |
|
| 03-May-2019 |
L&T Technology 4QFY19: Strong performance, strong guidance; Valuations expensive |
India |
Vibhor Singhal |
|
| 03-May-2019 |
PATH |
India |
Anshul Bhargava |
|
| 03-May-2019 |
PhillipCapital India : Daily Agri. Technical Trades Reports, May 3, 2019 |
India |
Rajeev Darji |
|
| 03-May-2019 |
PhillipCapital India : Daily Metals and Energy Technical Trades Reports, May 3, 2019 |
India |
Rajeev Darji |
|
| 03-May-2019 |
L&T Infotech 4QFY19: Strong performance continues; Valuations expensive |
India |
Vibhor Singhal |
|
| 03-May-2019 |
PC India Index : Recorded a decent jump in March’19 |
India |
Anjali Verma |
|
| 03-May-2019 |
Britannia Q4FY19: Priced to perfection |
India |
Vishal Gutka |
|
| 03-May-2019 |
Cognizant 1QCY19: Misses and cuts guidance – In-sourcing threat for real ? |
India |
Vibhor Singhal |
|
| 02-May-2019 |
PATH |
India |
Anshul Bhargava |
|
| 02-May-2019 |
PhillipCapital India : Daily Agri. Technical Trades Reports, May 2, 2019 |
India |
Rajeev Darji |
|
| 02-May-2019 |
PhillipCapital India : Daily Metals and Energy Technical Trades Reports, May 2, 2019 |
India |
Rajeev Darji |
|
| 02-May-2019 |
Metals: Monthly wrap - April 2019 |
India |
Vikash Singh |
|
| 02-May-2019 |
Orient Electric Ltd - Delay in season-extended winters impacted 4Q |
India |
Deepak Agarwal |
|
| 02-May-2019 |
Concor 4QFY19 Update: Volumes off track, strategy in place to bring it back Maintain BUY |
India |
Vikram Suryavanshi |
|
| 02-May-2019 |
Kotak Mahindra Bank (KMB IN) - Ticks most of the boxes |
India |
Manish Agarwalla |
|
| 30-Apr-2019 |
PhillipCapital India : Daily Agri. Technical Trades Reports, Apr 30, 2019 |
India |
Rajeev Darji |
|
| 30-Apr-2019 |
PhillipCapital India : Daily Metals and Energy Technical Trades Reports, Apr 30, 2019 |
India |
Rajeev Darji |
|
| 30-Apr-2019 |
Shriram City Union Finance Q4FY19 - In-line results; asset quality stable |
India |
Pradeep Agrawal |
|
| 30-Apr-2019 |
Cholamandalam Finance Q4FY19 - Operating results below estimates; asset quality robust |
India |
Pradeep Agrawal |
|
| 30-Apr-2019 |
PATH |
India |
Anshul Bhargava |
|
| 30-Apr-2019 |
Yes Bank (YES IN) - (Downgrade to SELL) Turbulent times |
India |
Manish Agarwalla |
|
| 30-Apr-2019 |
Cochin Shipyard Ltd (COCHIN IN): Increase in ASW contract value for GRSE a +ve read through for CSL |
India |
Jonas Bhutta |
|
| 29-Apr-2019 |
Hero MotoCorp (NEUTRAL; TP: Rs2811) Bumpy road ahead |
India |
Saksham Kaushal |
|
| 26-Apr-2019 |
PhillipCapital India : Daily Agri. Technical Trades Reports, Apr 26, 2019 |
India |
Rajeev Darji |
|
| 26-Apr-2019 |
PhillipCapital India : Daily Metals and Energy Technical Trades Reports, Apr 26, 2019 |
India |
Rajeev Darji |
|
| 26-Apr-2019 |
PATH |
India |
Anshul Bhargava |
|
| 25-Apr-2019 |
PhillipCapital India : Daily Agri. Technical Trades Reports, Apr 25, 2019 |
India |
Rajeev Darji |
|
| 25-Apr-2019 |
PhillipCapital India : Daily Metals and Energy Technical Trades Reports, Apr 24, 2019 |
India |
Rajeev Darji |
|
| 25-Apr-2019 |
PATH |
India |
Anshul Bhargava |
|
| 25-Apr-2019 |
Biocon (BIOS IN) - Biosimilars in advanced markets to drive growth; Maintain BUY with TP Rs 880 |
India |
Surya Patra |
|
| 25-Apr-2019 |
Maruti Suzuki (Downgrade to Neutral; TP Rs6764): A long winter awaits…? |
India |
Saksham Kaushal |
|
| 25-Apr-2019 |
Cyient 4QFY19: Muted performance and outlook – valuations the saving grace |
India |
Vibhor Singhal |
|
| 25-Apr-2019 |
Axis Bank (AXSB IN) - Low cost Liability a challenge |
India |
Manish Agarwalla |
|
| 25-Apr-2019 |
Agro Tech Foods Q4FY19: Edible oil business continues to bleed |
India |
Vishal Gutka |
|
| 25-Apr-2019 |
Indiabulls Housing Finance (IHFL IN) - Moving towards normalized growth |
India |
Manish Agarwalla |
|
| 24-Apr-2019 |
PhillipCapital India : Daily Agri. Technical Trades Reports, Apr 24, 2019 |
India |
Rajeev Darji |
|
| 24-Apr-2019 |
PhillipCapital India : Daily Metals and Energy Technical Trades Reports, Apr 24, 2019 |
India |
Rajeev Darji |
|
| 24-Apr-2019 |
PATH |
India |
Anshul Bhargava |
|
| 23-Apr-2019 |
PhillipCapital India : Daily Agri. Technical Trades Reports, Apr 23, 2019 |
India |
Rajeev Darji |
|
| 23-Apr-2019 |
PATH |
India |
Anshul Bhargava |
|
| 22-Apr-2019 |
PhillipCapital India : Daily Agri. Technical Trades Reports, Apr 22, 2019 |
India |
Rajeev Darji |
|
| 22-Apr-2019 |
PhillipCapital India : Daily Metals and Energy Technical Trades Reports, Apr 22, 2019 |
India |
Rajeev Darji |
|
| 22-Apr-2019 |
PATH |
India |
Anshul Bhargava |
|
| 22-Apr-2019 |
HDFCI Bank (HDFCB IN) -Steady as rock |
India |
Manish Agarwalla |
|
| 22-Apr-2019 |
DCB Bank (DCBB IN) -Focused to drive bottom line |
India |
Manish Agarwalla |
|
| 18-Apr-2019 |
PhillipCapital India : Daily Agri. Technical Trades Reports, Apr 18, 2019 |
India |
Rajeev Darji |
|
| 18-Apr-2019 |
PhillipCapital India : Daily Metals and Energy Technical Trades Reports, Apr 18, 2019 |
India |
Rajeev Darji |
|
| 18-Apr-2019 |
PATH |
India |
Anshul Bhargava |
|
| 18-Apr-2019 |
MPC Minutes : Commentary neutral; Growth concerns highlighted |
India |
Anjali Verma |
|
| 18-Apr-2019 |
Lok Sabha Elections: UP, WB Ground Visit: Modi-ism strong in UP |
India |
Anjali Verma |
|
| 17-Apr-2019 |
PATH |
India |
Anshul Bhargava |
|
| 16-Apr-2019 |
PhillipCapital India : Daily Agri. Technical Trades Reports, Apr 16, 2019 |
India |
Rajeev Darji |
|
| 16-Apr-2019 |
PhillipCapital India : Daily Metals and Energy Technical Trades Reports, Apr 16, 2019 |
India |
Rajeev Darji |
|
| 16-Apr-2019 |
PATH |
India |
Anshul Bhargava |
|
| 16-Apr-2019 |
Wipro 4QFY19: Minor hiccups, but the story intact; maintain Buy |
India |
Vibhor Singhal |
|
| 15-Apr-2019 |
PhillipCapital India : Daily Agri. Technical Trades Reports, Apr 15, 2019 |
India |
Rajeev Darji |
|
| 15-Apr-2019 |
PhillipCapital India : Daily Metals and Energy Technical Trades Reports, Apr 15, 2019 |
India |
Rajeev Darji |
|
| 15-Apr-2019 |
PATH |
India |
Anshul Bhargava |
|
| 15-Apr-2019 |
Logistics: Major ports and container volume tracker |
India |
Vikram Suryavanshi |
|
| 12-Apr-2019 |
PhillipCapital India : Daily Agri. Technical Trades Reports, Apr 12, 2019 |
India |
Rajeev Darji |
|
| 12-Apr-2019 |
PhillipCapital India : Daily Metals and Energy Technical Trades Reports, Apr 12, 2019 |
India |
Rajeev Darji |
|
| 12-Apr-2019 |
PATH |
India |
Anshul Bhargava |
|
| 12-Apr-2019 |
CPI muted, IIP slows down |
India |
Anjali Verma |
|
| 12-Apr-2019 |
Infosys 4QFY19: Growing, but at a significant cost – downgrade to NEUTRAL |
India |
Vibhor Singhal |
|
| 12-Apr-2019 |
TCS 4QFY19: Just another walk in the park (strong quarter) |
India |
Vibhor Singhal |
|
| 11-Apr-2019 |
PhillipCapital India : Daily Agri. Technical Trades Reports, Apr 11, 2019 |
India |
Rajeev Darji |
|
| 11-Apr-2019 |
PhillipCapital India : Daily Metals and Energy Technical Trades Reports, Apr 11, 2019 |
India |
Rajeev Darji |
|
| 11-Apr-2019 |
PATH |
India |
Anshul Bhargava |
|
| 11-Apr-2019 |
IT Services: Deal Monitor: ISG 1QCY19 – Slackening deal momentum – Sign of things to come ? |
India |
Vibhor Singhal |
|
| 10-Apr-2019 |
PhillipCapital India : Daily Agri. Technical Trades Reports, Apr 10, 2019 |
India |
Rajeev Darji |
|
| 10-Apr-2019 |
PhillipCapital India : Daily Metals and Energy Technical Trades Reports, Apr 10, 2019 |
India |
Rajeev Darji |
|
| 10-Apr-2019 |
PATH |
India |
Anshul Bhargava |
|
| 09-Apr-2019 |
PhillipCapital India : Daily Agri. Technical Trades Reports, Apr 9, 2019 |
India |
Rajeev Darji |
|
| 09-Apr-2019 |
PhillipCapital India : Daily Metals and Energy Technical Trades Reports, Apr 9, 2019 |
India |
Rajeev Darji |
|
| 09-Apr-2019 |
PATH |
India |
Anshul Bhargava |
|
| 08-Apr-2019 |
PATH |
India |
Anshul Bhargava |
|
| 08-Apr-2019 |
LVB – IHFL Merger: A win - win deal |
India |
Manish Agarwalla |
|
| 08-Apr-2019 |
NIIT Tech: Promoters exit, Valuations complete – Downgrade to Neutral - (PhillipCapital India) |
India |
Vibhor Singhal |
|
| 08-Apr-2019 |
Gateway Distriparks : Consolidating its business position Maintian BUY (PhillipCapital India) |
India |
Vikram Suryavanshi |
|
| 08-Apr-2019 |
Q4FY19 Results Preview : A decent quarter overall; banks to win, auto to lose (PhillipCapital India) |
India |
India Research Team |
|
| 08-Apr-2019 |
PhillipCapital India : Daily Agri. Technical Trades Reports, Apr 8, 2019 |
India |
Rajeev Darji |
|
| 08-Apr-2019 |
PhillipCapital India : Daily Metals and Energy Technical Trades Reports, Apr 8, 2019 |
India |
Rajeev Darji |
|
| 05-Apr-2019 |
PATH |
India |
Anshul Bhargava |
|
| 05-Apr-2019 |
PhillipCapital India : Daily Agri. Technical Trades Reports, Apr 5, 2019 |
India |
Rajeev Darji |
|
| 05-Apr-2019 |
PhillipCapital India : Daily Metals and Energy Technical Trades Reports, Apr 5, 2019 |
India |
Rajeev Darji |
|
| 05-Apr-2019 |
Financials - Base Effect in Play |
India |
Manish Agarwalla |
|
| 05-Apr-2019 |
Capital Goods & Engineering: Q4FY19 Results Preview - Decent close to a year marked by divergence in price and results |
India |
Jonas Bhutta |
|
| 05-Apr-2019 |
Specialty Chemicals - Q4FY19 preview: Earnings momentum remain robust |
India |
Surya Patra |
|
| 05-Apr-2019 |
India Strategy : Positive liquidity, macro, political outlook = Market outperformance |
India |
Anjali Verma |
|
| 05-Apr-2019 |
Pharmaceuticals - Q4FY19 preview: Low base and non-generics drive growth: |
India |
Surya Patra |
|
| 04-Apr-2019 |
PATH |
India |
Anshul Bhargava |
|
| 04-Apr-2019 |
PhillipCapital India : Daily Agri. Technical Trades Reports, Apr 4, 2019 |
India |
Rajeev Darji |
|
| 04-Apr-2019 |
PhillipCapital India : Daily Metals and Energy Technical Trades Reports, Apr 4, 2019 |
India |
Rajeev Darji |
|
| 04-Apr-2019 |
Monetary Policy : Dovish on growth and inflation |
India |
Anjali Verma |
|
| 04-Apr-2019 |
PC India Index : Marginally declined in February |
India |
Anjali Verma |
|
| 03-Apr-2019 |
PATH |
India |
Anshul Bhargava |
|
| 03-Apr-2019 |
PhillipCapital India : Daily Agri. Technical Trades Reports, Apr 3, 2019 |
India |
Rajeev Darji |
|
| 03-Apr-2019 |
PhillipCapital India : Daily Metals and Energy Technical Trades Reports, Apr 3, 2019 |
India |
Rajeev Darji |
|
| 03-Apr-2019 |
IT Services 4QFY19 Preview: No fireworks; Margins to be under pressure |
India |
Vibhor Singhal |
|
| 03-Apr-2019 |
Macro Outlook : Policy Continuity = Country upgrade (long-term) |
India |
Anjali Verma |
|
| 02-Apr-2019 |
PATH |
India |
Anshul Bhargava |
|
| 02-Apr-2019 |
PhillipCapital India : Daily Agri. Technical Trades Reports, Apr 2, 2019 |
India |
Rajeev Darji |
|
| 02-Apr-2019 |
PhillipCapital India : Daily Metals and Energy Technical Trades Reports, Apr 2, 2019 |
India |
Rajeev Darji |
|
| 02-Apr-2019 |
Indian Tile Industry, Morbi Visit: Organised players to shine |
India |
Deepak Agarwal |
|
| 02-Apr-2019 |
Jubilant Foodworks : SSS trends remain buoyant |
India |
Vishal Gutka |
|
| 02-Apr-2019 |
Capital Goods & Engineering : 4QFY19 CMIE capex data – elections aside, quality of projects improve |
India |
Jonas Bhutta |
|
| 02-Apr-2019 |
Metals Monthly wrap |
India |
Vikash Singh |
|
| 01-Apr-2019 |
PATH |
India |
Anshul Bhargava |
|
| 01-Apr-2019 |
PhillipCapital India : Daily Agri. Technical Trades Reports, Apr 1, 2019 |
India |
Rajeev Darji |
|
| 01-Apr-2019 |
PhillipCapital India : Daily Metals and Energy Technical Trades Reports, Apr 1, 2019 |
India |
Rajeev Darji |
|
| 01-Apr-2019 |
Aarti Industries (ARTO IN) - QIP provides financial flexibility for future growth; BUY with TP of Rs 2000 |
India |
Surya Patra |
|
| 29-Mar-2019 |
PATH |
India |
Anshul Bhargava |
|
| 29-Mar-2019 |
PhillipCapital India : Daily Agri. Technical Trades Reports, Mar 29, 2019 |
India |
Rajeev Darji |
|
| 29-Mar-2019 |
PhillipCapital India : Daily Metals and Energy Technical Trades Reports, Mar 29, 2019 |
India |
Rajeev Darji |
|
| 29-Mar-2019 |
Accenture 2QFY19: Strong results; outsourcing growth continues |
India |
Vibhor Singhal |
|
| 28-Mar-2019 |
PATH |
India |
Anshul Bhargava |
|
| 28-Mar-2019 |
PhillipCapital India : Daily Agri. Technical Trades Reports, Mar 28, 2019 |
India |
Rajeev Darji |
|
| 28-Mar-2019 |
PhillipCapital India : Daily Metals and Energy Technical Trades Reports, Mar 28, 2019 |
India |
Rajeev Darji |
|
| 27-Mar-2019 |
PATH |
India |
Anshul Bhargava |
|
| 27-Mar-2019 |
PhillipCapital India : Daily Agri. Technical Trades Reports, Mar 27, 2019 |
India |
Rajeev Darji |
|
| 27-Mar-2019 |
PhillipCapital India : Daily Metals and Energy Technical Trades Reports, Mar 27, 2019 |
India |
Rajeev Darji |
|
| 26-Mar-2019 |
PATH |
India |
Anshul Bhargava |
|
| 26-Mar-2019 |
Daily Cotton Update |
India |
Ashwini Bansod |
|
| 26-Mar-2019 |
PhillipCapital India : Daily Agri., Technical Trades Reports |
India |
Rajeev Darji |
|
| 26-Mar-2019 |
PhillipCapital India : Daily Metals and Energy Technical Trades Reports |
India |
Rajeev Darji |
|
| 25-Mar-2019 |
PATH |
India |
Anshul Bhargava |
|
| 25-Mar-2019 |
LIC Housing Finance (LICHF IN)- Margin compression has bottomed out |
India |
Sujal Kumar |
|
| 25-Mar-2019 |
PhillipCapital India : Daily Metals and Energy Technical Trades Reports |
India |
Rajeev Darji |
|
| 25-Mar-2019 |
PhillipCapital India : Daily Agri. Technical Trades Reports |
India |
Rajeev Darji |
|
| 25-Mar-2019 |
Consumer Electricals & Agri Inputs – Channel-Check Day: Key takeaways |
India |
Deepak Agarwal |
|
| 25-Mar-2019 |
Infrastructure: Encore 2014 awaits – Buy the sector NOW !! |
India |
Vibhor Singhal |
|
| 25-Mar-2019 |
Info Edge: Management meeting takeaways |
India |
Ankit Kedia |
|
| 22-Mar-2019 |
PATH |
India |
Anshul Bhargava |
|
| 22-Mar-2019 |
PhillipCapital India : Daily Agri., Technical Trades Reports, Mar 22, 2019 |
India |
Rajeev Darji |
|
| 22-Mar-2019 |
PhillipCapital India : Daily Metals and Energy Technical Trades Reports, Mar 22, 2019 |
India |
Rajeev Darji |
|
| 20-Mar-2019 |
PATH |
India |
Anshul Bhargava |
|
| 20-Mar-2019 |
1st Annual Retail Conference -Disruption through Digital Transformation : Key takeaways |
India |
Ankit Kedia |
|
| 20-Mar-2019 |
Axis Bank (AXSB IN)- Setting house in order |
India |
Manish Agarwalla |
|
| 19-Mar-2019 |
PATH |
India |
Anshul Bhargava |
|
| 19-Mar-2019 |
Larsen & Toubro (LT IN): Mindtree – Near-term challenges before it yields material benefits |
India |
Jonas Bhutta |
|
| 18-Mar-2019 |
PATH |
India |
Anshul Bhargava |
|
| 18-Mar-2019 |
Logistics monthly volume tracker |
India |
Vikram Suryavanshi |
|
| 17-Mar-2019 |
Lupin (LPC IN) - Mounting regulatory issues raise growth/valuation concerns; Reiterate SELL with TP of Rs 700 |
India |
Surya Patra |
|
| 15-Mar-2019 |
Allcargo Logistics - Major beneficiary of warehousing Maintian BUY |
India |
Vikram Suryavanshi |
|
| 15-Mar-2019 |
PATH |
India |
Anshul Bhargava |
|
| 14-Mar-2019 |
Infrastructure: Excerpts from exclusive interaction with Mr. Nitin Gadkari |
India |
Vibhor Singhal |
|
| 14-Mar-2019 |
PATH |
India |
Anshul Bhargava |
|
| 14-Mar-2019 |
Daily Cotton Update |
India |
Ashwini Bansod |
|
| 13-Mar-2019 |
PATH |
India |
Anshul Bhargava |
|
| 13-Mar-2019 |
Voltas Limited (VOLT IN): Takeaways from analyst meet |
India |
Jonas Bhutta |
|
| 13-Mar-2019 |
India Tile Industry - Not yet paved with gold, but on the way |
India |
Deepak Agarwal |
|
| 13-Mar-2019 |
Farm loan waiver - Agri-stress at its new normal |
India |
Sujal Kumar |
|
| 12-Mar-2019 |
PATH |
India |
Anshul Bhargava |
|
| 12-Mar-2019 |
PATH |
India |
Anshul Bhargava |
|
| 12-Mar-2019 |
CPI and IIP stayed muted |
India |
Anjali Verma |
|
| 11-Mar-2019 |
PATH |
India |
Anshul Bhargava |
|
| 08-Mar-2019 |
PATH |
India |
Anshul Bhargava |
|
| 07-Mar-2019 |
PATH |
India |
Anshul Bhargava |
|
| 06-Mar-2019 |
ABB India (ABB IN) - Board approves scheme of Power Grid demerger |
India |
Jonas Bhutta |
|
| 06-Mar-2019 |
PC India Index : Marginally higher in January |
India |
Anjali Verma |
|
| 06-Mar-2019 |
PATH |
India |
Anshul Bhargava |
|
| 05-Mar-2019 |
PATH |
India |
Anshul Bhargava |
|
| 01-Mar-2019 |
PATH |
India |
Anshul Bhargava |
|
| 01-Mar-2019 |
ABB India (ABB IN) Q4CY18: Digitalisation efforts are priced in for now |
India |
Jonas Bhutta |
|
| 01-Mar-2019 |
Q3FY19 GDP : Declined to 6.6% due to weak government spending; segmental growth decent |
India |
Anjali Verma |
|
| 28-Feb-2019 |
PATH |
India |
Anshul Bhargava |
|
| 27-Feb-2019 |
PATH |
India |
Anshul Bhargava |
|
| 26-Feb-2019 |
PATH |
India |
Anshul Bhargava |
|
| 25-Feb-2019 |
PATH |
India |
Anshul Bhargava |
|
| 25-Feb-2019 |
GE T&D India (GETD IN) Q3FY19: Improving visibility on orders leads to a change in view |
India |
Jonas Bhutta |
|
| 24-Feb-2019 |
Bajaj Electricals Ltd (BUY; TP: 660) 3QFY19: RREP playing out in CD & strong execution in E&P |
India |
Deepak Agarwal |
|
| 22-Feb-2019 |
PATH |
India |
Anshul Bhargava |
|
| 22-Feb-2019 |
Capital Goods: Takeaways from Aero show 2019 |
India |
Jonas Bhutta |
|
| 21-Feb-2019 |
PATH |
India |
Anshul Bhargava |
|
| 21-Feb-2019 |
Aegis Logistics : Company Update - Firing on all cylinders |
India |
Vikram Suryavanshi |
|
| 21-Feb-2019 |
MPC Minutes: Dovish minutes, like the policy |
India |
Anjali Verma |
|
| 21-Feb-2019 |
Daily Cotton Update |
India |
Ashwini Bansod |
|
| 21-Feb-2019 |
Jubilant Foodworks : Express 20-minute delivery – coming soon! |
India |
Vishal Gutka |
|
| 21-Feb-2019 |
Recapitalization – Final tranche |
India |
Manish Agarwalla |
|
| 21-Feb-2019 |
Aarti Industries: Multiyear deal adds sustained sales visibility with assured profitability ; Buy with TP Rs 2000 |
India |
Surya Patra |
|
| 20-Feb-2019 |
PATH |
India |
Anshul Bhargava |
|
| 20-Feb-2019 |
Infrastructure: The ‘order-book-keeper’ - Perfect platform to launch FY20 |
India |
Vibhor Singhal |
|
| 20-Feb-2019 |
Phillip Commodities India, Daily Metals and Energy Technical Trades Reports, Feb 20, 2019 |
India |
Rajeev Darji |
|
| 20-Feb-2019 |
Phillip Commodities India, Daily Agri., Technical Trades Reports, Feb 20, 2019 |
India |
Rajeev Darji |
|
| 20-Feb-2019 |
Daily Cotton Update |
India |
Ashwini Bansod |
|
| 19-Feb-2019 |
PATH |
India |
Anshul Bhargava |
|
| 19-Feb-2019 |
PATH |
India |
Anshul Bhargava |
|
| 19-Feb-2019 |
Phillip Commodities India, Daily Metals and Energy Technical Trades Reports, Feb 19, 2019 |
India |
Rajeev Darji |
|
| 19-Feb-2019 |
Phillip Commodities India, Daily Agri., Technical Trades Reports, Feb 19, 2019 |
India |
Rajeev Darji |
|
| 19-Feb-2019 |
Blue Star Ltd (NOT RATED): Management meeting takeaways |
India |
Deepak Agarwal |
|
| 19-Feb-2019 |
Capital Goods: A USD 12bn order pipeline should revive T&D capex - Upgrade KECI to BUY |
India |
Jonas Bhutta |
|
| 18-Feb-2019 |
PATH |
India |
Anshul Bhargava |
|
| 18-Feb-2019 |
Phillip Commodities India, Daily Metals and Energy Technical Trades Reports, Feb 18, 2019 |
India |
Rajeev Darji |
|
| 18-Feb-2019 |
Phillip Commodities India, Daily Agri., Technical Trades Reports, Feb 15, 2019 |
India |
Rajeev Darji |
|
| 18-Feb-2019 |
Finolex Cables Ltd (BUY; TP:500): Volume growth in electrical cables |
India |
Deepak Agarwal |
|
| 18-Feb-2019 |
PhillipCapital - Earnings Tracker: Q3FY19 beats expectation; strong operations and earnings |
India |
Anjali Verma |
|
| 16-Feb-2019 |
Capital Goods - Sector update - Government proposes VGF to fast track FGD capex |
India |
Jonas Bhutta |
|
| 15-Feb-2019 |
PATH |
India |
Anshul Bhargava |
|
| 15-Feb-2019 |
Voltas Limited (VOLT IN) Q3FY19: Decent show in a tough environment but trickier days ahead |
India |
Jonas Bhutta |
|
| 15-Feb-2019 |
Ahluwalia Contracts 3QFY19 - Minor blip, in an otherwise strong story – maintain BUY |
India |
Vibhor Singhal |
|
| 15-Feb-2019 |
PNC Infra 3QFY19 - Strong results; Outlook remains bright – maintain BUY |
India |
Vibhor Singhal |
|
| 15-Feb-2019 |
Repco Home Finance - Risk reward trade-off turning favourable |
India |
Manish Agarwalla |
|
| 15-Feb-2019 |
Glenmark Pharma (GNP IN) - Operating performance drags earnings; NEUTRAL with TP of Rs 620: |
India |
Surya Patra |
|
| 15-Feb-2019 |
KDDL 3QFY19 Update - Strong recovery in retail Maintain BUY |
India |
Vikram Suryavanshi |
|
| 15-Feb-2019 |
Road Less Travelled (Monthly Publication | 15 February 2019 | Vol-1, Issue-2) |
India |
India Research Team |
|
| 15-Feb-2019 |
GSK Consumer Q3FY19: Core stays strong, but adverse export mix dents performance - Maintain BUY |
India |
Vishal Gutka |
|
| 15-Feb-2019 |
ITD Cementation 4QFY19 - Decent results; Story remains unattractive |
India |
Vibhor Singhal |
|
| 14-Feb-2019 |
PATH |
India |
Anshul Bhargava |
|
| 14-Feb-2019 |
Phillip Commodities India, Daily Metals and Energy Technical Trades Reports, Feb 14, 2019 |
India |
Rajeev Darji |
|
| 14-Feb-2019 |
Phillip Commodities India, Daily Agri., Technical Trades Reports, Feb 14, 2019 |
India |
Rajeev Darji |
|
| 14-Feb-2019 |
Logistics monthly Update |
India |
Vikram Suryavanshi |
|
| 14-Feb-2019 |
WPI: Below expectations at 2.8%, lowest in 10-months – led by lower fuel inflation |
India |
Anjali Verma |
|
| 14-Feb-2019 |
Pennar Industries 3QFY19 Update: Strong recovery Maintain BUY |
India |
Vikram Suryavanshi |
|
| 14-Feb-2019 |
Yes Bank- Nil divergence; Focus now shift to growth |
India |
Sujal Kumar |
|
| 13-Feb-2019 |
PATH |
India |
Anshul Bhargava |
|
| 13-Feb-2019 |
Phillip Commodities India, Daily Metals and Energy Technical Trades Reports, Feb 13, 2019 |
India |
Rajeev Darji |
|
| 13-Feb-2019 |
Phillip Commodities India, Daily Agri., Technical Trades Reports, Feb 13, 2019 |
India |
Rajeev Darji |
|
| 13-Feb-2019 |
IPCA Labs (IPCA IN) - Set to achieve profitable growth; Upgrade to BUY with TP of Rs 940: |
India |
Surya Patra |
|
| 13-Feb-2019 |
Concor 3QFY19 Update: Impact of lower volume growth |
India |
Vikram Suryavanshi |
|
| 13-Feb-2019 |
Thangamayil Q3FY19: Higher gold prices dent demand, Maintain Buy |
India |
Vishal Gutka |
|
| 13-Feb-2019 |
Sun Pharma (SUNP IN) - Specialty business to keep margins under pressure; NEUTRAL with TP of Rs 500 |
India |
Surya Patra |
|
| 12-Feb-2019 |
Phillip Commodities India, Daily Metals and Energy Technical Trades Reports, Feb 12, 2019 |
India |
Rajeev Darji |
|
| 12-Feb-2019 |
Phillip Commodities India, Daily Metals and Energy Technical Trades Reports, Feb 12, 2019 |
India |
Rajeev Darji |
|
| 12-Feb-2019 |
Phillip Commodities India, Daily Agri., Technical Trades Reports, Feb 12, 2019 |
India |
Rajeev Darji |
|
| 12-Feb-2019 |
CPI below expectations, at 19-months low; IIP beats expectations |
India |
Anjali Verma |
|
| 12-Feb-2019 |
NCC Ltd 3QFY19 - Strong all round performance – maintain BUY |
India |
Vibhor Singhal |
|
| 12-Feb-2019 |
KNR Constr 3QFY19 - Muted results, as expected – maintain NEUTRAL |
India |
Vibhor Singhal |
|
| 12-Feb-2019 |
VRL Logistics 3QFY19: Benefit of axle-loading norms Maintain BUY |
India |
Vikram Suryavanshi |
|
| 12-Feb-2019 |
Britannia Q3FY19: Priced to perfection |
India |
Vishal Gutka |
|
| 12-Feb-2019 |
PATH |
India |
Anshul Bhargava |
|
| 11-Feb-2019 |
Phillip Commodities India, Daily Metals and Energy Technical Trades Reports, Feb 11, 2019 |
India |
Rajeev Darji |
|
| 11-Feb-2019 |
Phillip Commodities India, Daily Agri., Technical Trades Reports, Feb 11, 2019 |
India |
Rajeev Darji |
|
| 11-Feb-2019 |
Cochin Shipyard Ltd (COCHIN IN) Q3FY19: Lack of visibility beyond IAC weighs on otherwise decent result |
India |
Jonas Bhutta |
|
| 11-Feb-2019 |
Indocount 3QFY19 Update : Impact of currency hedging Maintain BUY |
India |
Vikram Suryavanshi |
|
| 11-Feb-2019 |
Allcargo 3QFY19 Update : Strong volume growth maintained Maintian BUY |
India |
Vikram Suryavanshi |
|
| 11-Feb-2019 |
VA Tech Wabag (VATW IN): Q3FY19 result review - Elevated receivables an eyesore despite improving order visibility |
India |
Jonas Bhutta |
|
| 11-Feb-2019 |
Thermax (TMX IN): Q3FY19 result review - Retains positive outlook on orders, but disappoints on margins |
India |
Jonas Bhutta |
|
| 11-Feb-2019 |
India Banking Trends - Q3FY19 results review: A step forward towards normalized credit cost |
India |
Sujal Kumar |
|
| 11-Feb-2019 |
Camlin Fine Sciences (CFIN IN) - Progressing well, but delay in Dahej project hurts; BUY with TP of Rs 140 |
India |
Surya Patra |
|
| 11-Feb-2019 |
Aurobindo Pharma (ARBP IN) - Strong Q3; healthy outlook for US business; BUY TP of Rs 930 |
India |
Surya Patra |
|
| 11-Feb-2019 |
PATH |
India |
Anshul Bhargava |
|
| 11-Feb-2019 |
PATH |
India |
Anshul Bhargava |
|
| 08-Feb-2019 |
Phillip Commodities India, Daily Metals and Energy Technical Trades Reports, Feb 8, 2019 |
India |
Rajeev Darji |
|
| 08-Feb-2019 |
Phillip Commodities India, Daily Metals and Energy Technical Trades Reports, Feb 8, 2019 |
India |
Rajeev Darji |
|
| 08-Feb-2019 |
Phillip Commodities India, Daily Agri., Technical Trades Reports, Feb 8, 2019 |
India |
Rajeev Darji |
|
| 08-Feb-2019 |
Engineers India (ENGR IN) Q3FY19: Missed consensus on weak execution; margins inline |
India |
Jonas Bhutta |
|
| 08-Feb-2019 |
PATH |
India |
Anshul Bhargava |
|
| 08-Feb-2019 |
Cadila Healthcare (CDH IN) - Stable growth in US/India business to drive value growth; BUY with TP of Rs 440 |
India |
Surya Patra |
|
| 08-Feb-2019 |
Gold Financing NBFCs - RBI allows rating based risk weightage on bank borrowings |
India |
Pradeep Agrawal |
|
| 08-Feb-2019 |
Dalmia Bharat Ltd: Maintain BUY (PO: Rs1,500; +37%) |
India |
Vaibhav Agarwal |
|
| 07-Feb-2019 |
PATH |
India |
Anshul Bhargava |
|
| 07-Feb-2019 |
Cummins India (KKC IN) Q3FY19 result review: Unfavourable sales mix impacts margins; near-term outlook is weak |
India |
Jonas Bhutta |
|
| 07-Feb-2019 |
A sound monetary policy on all parameters – after a long time |
India |
Anjali Verma |
|
| 07-Feb-2019 |
Daily Cotton Update |
India |
Ashwini Bansod |
|
| 07-Feb-2019 |
Cipla (CIPLA IN) - In line Q3; hopes for improved performance ahead; NEUTRAL with TP of Rs 510 |
India |
Surya Patra |
|
| 07-Feb-2019 |
Siemens India (SIEM IN) Q1FY19 result review: Strong quarter even after adjusting for one off gains |
India |
Jonas Bhutta |
|
| 07-Feb-2019 |
Lupin (LPC IN) - Hopeful about US growth, but profitability trials persist; SELL with TP of Rs 700 |
India |
Surya Patra |
|
| 07-Feb-2019 |
Phillip Commodities India, Daily Metals and Energy Technical Trades Reports, Feb 7, 2019 |
India |
Rajeev Darji |
|
| 07-Feb-2019 |
Phillip Commodities India, Daily Agri., Technical Trades Reports, Feb 7, 2019 |
India |
Rajeev Darji |
|
| 07-Feb-2019 |
Cognizant 4QCY18: Meets guidance; Guidance for a decent CY19 |
India |
Vibhor Singhal |
|
| 07-Feb-2019 |
Manappuram Finance Q3FY19 - Margin improves; gold-loan growth remains moderate |
India |
Pradeep Agrawal |
|
| 06-Feb-2019 |
PATH |
India |
Anshul Bhargava |
|
| 06-Feb-2019 |
Phillip Commodities India, Daily Metals and Energy Technical Trades Reports, Feb 6, 2019 |
India |
Rajeev Darji |
|
| 06-Feb-2019 |
Phillip Commodities India, Daily Agri., Technical Trades Reports, Feb 6, 2019 |
India |
Rajeev Darji |
|
| 06-Feb-2019 |
Muthoot Finance Q3FY19 - In line performance; higher cost impacted margins |
India |
Pradeep Agrawal |
|
| 06-Feb-2019 |
JK Cement - Maintain BUY (PO Rs1,100) |
India |
Vaibhav Agarwal |
|
| 06-Feb-2019 |
Adani Ports 3QFY19: Decent results; revival at Dhamra – Outlook remains bright |
India |
Vaibhav Agarwal |
|
| 06-Feb-2019 |
ACC Ltd - Maintain BUY (PO Rs1620) |
India |
Vaibhav Agarwal |
|
| 06-Feb-2019 |
GDL 3QFY19 Update - Moving on a slow track Maintain BUY |
India |
Vikram Suryavanshi |
|
| 06-Feb-2019 |
Star Cement - Maintain BUY - PO Rs150 (69%) |
India |
Vaibhav Agarwal |
|
| 06-Feb-2019 |
SRF Ltd (SRF IN) - Fluorospecialty business is at an inflection point; BUY TP of Rs 2600 |
India |
Surya Patra |
|
| 06-Feb-2019 |
BHEL (BHEL IN) Q3FY19 result review: Margins continue to disappoint |
India |
Jonas Bhutta |
|
| 05-Feb-2019 |
PATH |
India |
Anshul Bhargava |
|
| 05-Feb-2019 |
Marico Ltd: Good times ahead: Maintain BUY |
India |
Vishal Gutka |
|
| 05-Feb-2019 |
TechM 3QFY19: Decent performance; Operational issues remain |
India |
Vibhor Singhal |
|
| 05-Feb-2019 |
KEI Industries Ltd (BUY; TP: 490) 3QFY19: Growth momentum to continue |
India |
Deepak Agarwal |
|
| 05-Feb-2019 |
PC India Index: Drops to 6-month low in December |
India |
Anjali Verma |
|
| 05-Feb-2019 |
SPTL 3QFY19 Update - Shifting focus to the retail business Maintain BUY |
India |
Vikram Suryavanshi |
|
| 05-Feb-2019 |
Aarti Industries (ARTO IN) - On a structural growth path; BUY with TP of Rs 2000 |
India |
Surya Patra |
|
| 05-Feb-2019 |
Titan Company Q3FY19: One more quarter of glittering performance : Maintain BUY |
India |
Vishal Gutka |
|
| 04-Feb-2019 |
PATH |
India |
Anshul Bhargava |
|
| 04-Feb-2019 |
Phillip Commodities India, Daily Metals and Energy Technical Trades Reports, Feb 4, 2019 |
India |
Rajeev Darji |
|
| 04-Feb-2019 |
Phillip Commodities India, Daily Agri., Technical Trades Reports, Feb 4, 2019 |
India |
Rajeev Darji |
|
| 04-Feb-2019 |
IRB Infra 3QFY19: Decent results; Outlook remains unexciting |
India |
Vibhor Singhal |
|
| 04-Feb-2019 |
Navkar Corporation - Recovery in sight |
India |
Vikram Suryavanshi |
|
| 04-Feb-2019 |
Daily Update - Cotton |
India |
Ashwini Bansod |
|
| 04-Feb-2019 |
State Bank of India (SBIN IN)) -Downward trajectory for slippage |
India |
Manish Agarwalla |
|
| 04-Feb-2019 |
Divi’s Labs (DIVI IN) - Rides on healthy pharma outsourcing and China supply disruption: BUY with TP of Rs 1850 |
India |
Surya Patra |
|
| 03-Feb-2019 |
Capital Goods: Post Budget Review - Nothing much to look out for |
India |
Jonas Bhutta |
|
| 01-Feb-2019 |
PATH |
India |
Anshul Bhargava |
|
| 01-Feb-2019 |
Dr Reddy’s Laboratories (DRRD IN) - Set for sequential earnings growth; NEUTRAL with TP of Rs 3000 |
India |
Surya Patra |
|
| 01-Feb-2019 |
V-Guard Industries Ltd (BUY : TP:225) 3QFY19: In a recovery phase |
India |
Deepak Agarwal |
|
| 01-Feb-2019 |
Union Budget 2019-20: Sensible populism; fiscal numbers look optimistic |
India |
Anjali Verma |
|
| 01-Feb-2019 |
Future of digital advertising-Round-table meeting takeaways |
India |
Ankit Kedia |
|
| 01-Feb-2019 |
Phillip Commodities India, Daily Agri., Technical Trades Reports, Feb 1, 2019 |
India |
Rajeev Darji |
|
| 01-Feb-2019 |
Phillip Commodities India, Daily Metals and Energy Technical Trades Reports, Feb 1, 2019 |
India |
Rajeev Darji |
|
| 01-Feb-2019 |
Emami Q3FY19: Seasonality jinx continues |
India |
Vishal Gutka |
|
| 31-Jan-2019 |
PATH |
India |
Anshul Bhargava |
|
| 31-Jan-2019 |
Magma Fincorp Q3FY19 - Tight liquidity impacted performance; asset quality improves |
India |
Pradeep Agrawal |
|
| 31-Jan-2019 |
Ground View Magazine: Annual Edition 2019 - (A PhillipCapital Thematic Publication) |
India |
India Research Team |
|
| 31-Jan-2019 |
Ashoka Buildcon 3QFY19 - Strong performance continues; Outlook bright |
India |
Vibhor Singhal |
|
| 31-Jan-2019 |
Cholamandalam Finance Q3FY19 - Strong operating performance; asset-quality is stable |
India |
Pradeep Agrawal |
|
| 31-Jan-2019 |
Daily Cotton Update |
India |
Ashwini Bansod |
|
| 30-Jan-2019 |
PATH |
India |
Anshul Bhargava |
|
| 30-Jan-2019 |
Bharat Electronics (BHE IN) Q3FY19: Front loading of year end claims led to beat in margins |
India |
Jonas Bhutta |
|
| 30-Jan-2019 |
ICICI Bank (ICICIBC IN) -Strong improvement in asset quality |
India |
Manish Agarwalla |
|
| 30-Jan-2019 |
Jubilant Foodworks : Expeditious “Delivery” Maintain BUY |
India |
Vishal Gutka |
|
| 30-Jan-2019 |
Praj Industries 3QFY19 Update - Traction in order inflow Maintain BUY |
India |
Vikram Suryavanshi |
|
| 30-Jan-2019 |
KEC International (KECI IN) Q3FY19: Along expected lines; does not warrant a change in stance |
India |
Jonas Bhutta |
|
| 29-Jan-2019 |
PATH |
India |
Anshul Bhargava |
|
| 29-Jan-2019 |
Bank of Baroda (BOB IN) -Higher slippages on account on IL&FS |
India |
Manish Agarwalla |
|
| 29-Jan-2019 |
Axis Bank (AXSB IN) -Starting a new journey |
India |
Manish Agarwalla |
|
| 29-Jan-2019 |
HDFC Ltd - 3Q19 Results: Stable performance in difficult time |
India |
Manish Agarwalla |
|
| 29-Jan-2019 |
GCPL Q3FY19: Things are not getting better |
India |
Vishal Gutka |
|
| 29-Jan-2019 |
HCL Tech 3QFY19: Decent performance; Story remains unexciting |
India |
Vibhor Singhal |
|
| 29-Jan-2019 |
Shriram Transport Finance Q3FY19 - Tight liquidity impacts business severely |
India |
Pradeep Agrawal |
|
| 29-Jan-2019 |
Orient Electric Ltd (Maintain BUY; TP: 200) - Stronger revenue growth; Higher RM impacted margins |
India |
Deepak Agarwal |
|
| 29-Jan-2019 |
Canara Bank (CBK IN) : Higher credit costs will continue to hit profitability |
India |
Manish Agarwalla |
|
| 29-Jan-2019 |
Chalet Hotels Ltd. - IPO Note - Best-placed in the premium segment -SUBSCRIBE |
India |
Deepak Agarwal |
|
| 28-Jan-2019 |
PATH |
India |
Anshul Bhargava |
|
| 28-Jan-2019 |
Shriram City Union Finance Q3FY19 - Liquidity-related challenges impacted growth |
India |
Pradeep Agrawal |
|
| 28-Jan-2019 |
Indian Bank (INBK IN): ILFS exposure continue to drag profit |
India |
Sujal Kumar |
|
| 28-Jan-2019 |
Larsen & Toubro (LT IN) - Q3FY19 result review: Well played on all fronts but for margins |
India |
Jonas Bhutta |
|
| 28-Jan-2019 |
Capital Goods & Engineering: Takeaways from IMTEX 2019 – Riding on the auto wave |
India |
Jonas Bhutta |
|
| 25-Jan-2019 |
PATH |
India |
Anshul Bhargava |
|
| 25-Jan-2019 |
M&M Financial Services Q3FY19 - Operating performance weak; asset quality improve |
India |
Pradeep Agrawal |
|
| 25-Jan-2019 |
Biocon (BIOS IN) -Earnings trajectory remains robust; BUY with TP of Rs 880 |
India |
Surya Patra |
|
| 25-Jan-2019 |
UltraTech Cement - (Downgrade to Neutral: PO Rs4,000) |
India |
Vaibhav Agarwal |
|
| 24-Jan-2019 |
PATH |
India |
Anshul Bhargava |
|
| 24-Jan-2019 |
Yes Bank- 3Q19 Results: Change in guard; Divergence report awaited |
India |
Sujal Kumar |
|
| 24-Jan-2019 |
Orient Paper & Industries Ltd (BUY; TP:52) 3QFY19: Price hike + product mix to result in growth |
India |
Deepak Agarwal |
|
| 24-Jan-2019 |
Colgate Palmolive Q3FY19: Shining White : Maintain (BUY) |
India |
Vishal Gutka |
|
| 23-Jan-2019 |
PATH |
India |
Anshul Bhargava |
|
| 23-Jan-2019 |
ITC Q3FY19: Wait for double-digit cigarette EBIT growth gets longer, Maintain Buy |
India |
Vishal Gutka |
|
| 23-Jan-2019 |
Agro Tech Foods Q3FY19: Nothing Much To Cheer About |
India |
Preeyam Tolia |
|
| 23-Jan-2019 |
FY20 Macro Budget Preview: GST weighs heavily in FY19; Interim budget to be populist |
India |
Anjali Verma |
|
| 23-Jan-2019 |
Havells India Ltd (Neutral; TP:610) 3QFY19: Strong revenue growth, but strain on margins |
India |
Deepak Agarwal |
|
| 22-Jan-2019 |
PATH |
India |
Anshul Bhargava |
|
| 22-Jan-2019 |
Asian Paints Q3FY19 Result Update: Canvassing a beautiful picture- Maintain BUY |
India |
Vishal Gutka |
|
| 22-Jan-2019 |
Kotak Mahindra Bank- Strong performance by the bank; subsidiary remains a drag |
India |
Sujal Kumar |
|
| 21-Jan-2019 |
PATH |
India |
Anshul Bhargava |
|
| 21-Jan-2019 |
HDFC Bank - Continue to perform strong |
India |
Manish Agarwalla |
|
| 21-Jan-2019 |
NIIT Tech 3QFY19: Strong performance across the board; maintain BUY |
India |
Vibhor Singhal |
|
| 18-Jan-2019 |
PATH |
India |
Anshul Bhargava |
|
| 18-Jan-2019 |
Wipro 3QFY19: All pieces gradually falling into place – maintain BUY |
India |
Vibhor Singhal |
|
| 18-Jan-2019 |
Atul Ltd (ATLP IN) - Sustained price & AkzoNobel JV to drive value growth: Upgrade to BUY with TP of Rs 4100 |
India |
Surya Patra |
|
| 18-Jan-2019 |
Aurobindo Pharma (ARBP IN) - Acquisition makes its drug portfolio superior; BUY with TP of Rs 920 |
India |
Surya Patra |
|
| 17-Jan-2019 |
L&T Technology 3QFY19: Strong performance; Valuations remain expensive |
India |
Vibhor Singhal |
|
| 17-Jan-2019 |
PATH |
India |
Anshul Bhargava |
|
| 17-Jan-2019 |
HUL Q3FY19: Bellwether continues to shine Maintain BUY |
India |
Vishal Gutka |
|
| 17-Jan-2019 |
DCB Bank (DCBB IN) - Profit exceeds expectations on higher trading income |
India |
Sujal Kumar |
|
| 16-Jan-2019 |
PATH |
India |
Anshul Bhargava |
|
| 15-Jan-2019 |
PATH |
India |
Anshul Bhargava |
|
| 15-Jan-2019 |
IT Services: Deal Monitor: ISG 4QCY18 – Strong deal momentum |
India |
Vibhor Singhal |
|
| 14-Jan-2019 |
PATH |
India |
Anshul Bhargava |
|
| 14-Jan-2019 |
Dec CPI at 2.2%, in-line with expectations; lowest in 18-months |
India |
Anjali Verma |
|
| 14-Jan-2019 |
Logistics Monthly Update: Major ports and container volume tracker |
India |
Vikram Suryavanshi |
|
| 11-Jan-2019 |
PATH |
India |
Ankit Kedia |
|
| 11-Jan-2019 |
Infosys 3QFY19: Strong performance; small miss on margins – maintain BUY |
India |
Vibhor Singhal |
|
| 11-Jan-2019 |
IIP below expectations at 0.5%, likely to remain muted in 2H |
India |
Anjali Verma |
|
| 10-Jan-2019 |
Bajaj Corp Q3FY19: Hopefully, there is light at the end of the tunnel |
India |
Preeyam Tolia |
|
| 10-Jan-2019 |
TCS 3QFY19: Margin(ally) below expectations – maintain BUY |
India |
Vibhor Singhal |
|
| 10-Jan-2019 |
IndusInd Bank - IL&FS exposure is not a major concern |
India |
Manish Agarwalla |
|
| 09-Jan-2019 |
Q3FY19 Results Preview: Banks to contribute positively; other sector trends persist |
India |
Anjali Verma |
|
| 09-Jan-2019 |
Capital Goods & Engineering: Q3FY19 preview - Strong execution to continue; pre-election outlook a key |
India |
Jonas Bhutta |
|
| 08-Jan-2019 |
Financials- Q3FY19 Preview - Turning Tides |
India |
Manish Agarwalla |
|
| 08-Jan-2019 |
Bandhan – Gruh Merger - A pricey acquisition |
India |
Manish Agarwalla |
|
| 07-Jan-2019 |
PATH |
India |
Anshul Bhargava |
|
| 07-Jan-2019 |
SRF Ltd - Sharp fluorospecialty recovery leads to a tactical upgrade |
India |
Surya Patra |
|
| 07-Jan-2019 |
Consumer Electricals 3QFY19 Preview: Mixed trends, fundamentals intact |
India |
Deepak Agarwal |
|
| 07-Jan-2019 |
Consumer & Retail sector: Commodity tailwinds to support valuations (Q3FY19 Results Preview) |
India |
Vishal Gutka |
|
| 07-Jan-2019 |
TRAI Tariff Order - LCOs, MSOs, broadcasters – all set for new tariff |
India |
Ankit Kedia |
|
| 04-Jan-2019 |
PATH |
India |
Anshul Bhargava |
|
| 04-Jan-2019 |
IT Services 3QFY19 Preview: Steady performance, amid seasonal weakness |
India |
Vibhor Singhal |
|
| 03-Jan-2019 |
PATH |
India |
Anshul Bhargava |
|
| 03-Jan-2019 |
Marico Ltd: Perfectly oiled to perform: Maintain BUY |
India |
Vishal Gutka |
|
| 03-Jan-2019 |
PC India Index: Edges higher after two months of decline |
India |
Anjali Verma |
|
| 03-Jan-2019 |
Capital Goods & Engineering: 3QFY19 CMIE capex data – Election impact but quality improves |
India |
Jonas Bhutta |
|
| 03-Jan-2019 |
Specialty Chemicals - Q3FY19 preview: Continued robust performance |
India |
Surya Patra |
|
| 02-Jan-2019 |
PATH |
India |
Anshul Bhargava |
|
| 02-Jan-2019 |
Financials - Detriment to credit culture |
India |
Manish Agarwalla |
|
| 01-Jan-2019 |
PATH |
India |
Anshul Bhargava |
|
| 01-Jan-2019 |
Pharmaceuticals - Q3FY19 preview: Challenges on earnings growth persist |
India |
Surya Patra |
|
| 31-Dec-2018 |
PATH |
India |
Anshul Bhargava |
|
| 31-Dec-2018 |
Indo Count - Focus on product innovation Maintain BUY |
India |
Vikram Suryavanshi |
|
| 28-Dec-2018 |
PATH |
India |
Anshul Bhargava |
|
| 28-Dec-2018 |
NCC - Stock price WILL catch up with the strong fundamentals |
India |
Vibhor Singhal |
|
| 27-Dec-2018 |
PATH |
India |
Anshul Bhargava |
|
| 26-Dec-2018 |
Concor: Ready for growing business opportunity Maintian BUY |
India |
Vikram Suryavanshi |
|
| 26-Dec-2018 |
PATH |
India |
Anshul Bhargava |
|
| 24-Dec-2018 |
Lupin -Deal with Abbvie is a strategic but futuristic; Re-iterate SELL |
India |
Surya Patra |
|
| 21-Dec-2018 |
Banks - Revised capital allocation for PSB |
India |
Sujal Kumar |
|
| 18-Dec-2018 |
Jubilant Foodworks : Mid-teen SSSG in 3QFY19 won’t be surprising |
India |
Vishal Gutka |
|
| 18-Dec-2018 |
ABB India (ABB IN): Sale of power grid; moves concretely towards digitalisation |
India |
Jonas Bhutta |
|
| 17-Dec-2018 |
Consumer: On the Road - MP and Chhattisgarh |
India |
Vishal Gutka |
|
| 14-Dec-2018 |
Logistics Monthly Update: Major ports and container volume tracker |
India |
Vikram Suryavanshi |
|
| 14-Dec-2018 |
WPI Inflation: Expectedly lower at 4.6%, led by lower food and fuel inflation |
India |
Anjali Verma |
|
| 12-Dec-2018 |
CPI, IIP: Along the expected lines; Benign inflation, Progressing IIP |
India |
Anjali Verma |
|
| 12-Dec-2018 |
State Elections: BJP languishes; Congress shines – Anti-incumbency at play |
India |
Anjali Verma |
|
| 11-Dec-2018 |
Financials - Risk-reward favourable for corporate banks |
India |
Manish Agarwalla |
|
| 10-Dec-2018 |
Q2FY19 BoP: Strong capital flows narrowed BoP deficit |
India |
Anjali Verma |
|
| 10-Dec-2018 |
Bajaj Electricals Ltd (Maintain BUY; TP: 660) - Stronger distribution and RREP continue to drive growth |
India |
Deepak Agarwal |
|
| 07-Dec-2018 |
Muthoot Finance Q2FY19 - Growth accelerates; asset quality improves |
India |
Pradeep Agrawal |
|
| 07-Dec-2018 |
PATH |
India |
Anshul Bhargava |
|
| 06-Dec-2018 |
PATH |
India |
Anshul Bhargava |
|
| 06-Dec-2018 |
4th Annual Specialty Chemicals Conference - India Opportunity Infinite, Quattro - Annual: Key takeaways: |
India |
Surya Patra |
|
| 05-Dec-2018 |
PATH |
India |
Anshul Bhargava |
|
| 05-Dec-2018 |
Monetary Policy: Dovish Statement; Data Uncertainty Led to Unchanged Stance |
India |
Anjali Verma |
|
| 04-Dec-2018 |
PATH |
India |
Anshul Bhargava |
|
| 04-Dec-2018 |
Rajasthan Ground Visit: Confident about Modi; mixed views on state governance |
India |
Anjali Verma |
|
| 03-Dec-2018 |
PATH |
India |
Anshul Bhargava |
|
| 03-Dec-2018 |
PC India Index - Deterioration continued in October |
India |
Anjali Verma |
|
| 03-Dec-2018 |
HUL Company Update: Formidable force to take Horlicks story forward - Upgrade to BUY |
India |
Vishal Gutka |
|
| 03-Dec-2018 |
Orient Electric Ltd (Maintain BUY; TP: 200) - One Step up in Premiumisation with “De’Longhi |
India |
Deepak Agarwal |
|
| 30-Nov-2018 |
PATH |
India |
Anshul Bhargava |
|
| 30-Nov-2018 |
India Tyres: Time is ripe (Sector Update) |
India |
Anjali Verma |
|
| 29-Nov-2018 |
PATH |
India |
Anshul Bhargava |
|
| 28-Nov-2018 |
PATH |
India |
Anshul Bhargava |
|
| 27-Nov-2018 |
PATH |
India |
Anshul Bhargava |
|
| 27-Nov-2018 |
Capital Goods & Engineering : 2QFY19 review |
India |
Jonas Bhutta |
|
| 27-Nov-2018 |
Allcargo Logistics Ltd (AGLL IN) - Analyst Meeting - On expansion mode |
India |
Vikram Suryavanshi |
|
| 27-Nov-2018 |
Voltas Limited (VOLT IN) : Takeaways from the management meeting |
India |
Jonas Bhutta |
|
| 26-Nov-2018 |
Siemens India (SIEM IN): Takeaways from analyst meeting |
India |
Jonas Bhutta |
|
| 26-Nov-2018 |
Dewan Housing Finance (DEWH IN) - Challenging times |
India |
Manish Agarwalla |
|
| 23-Nov-2018 |
PATH |
India |
Anshul Bhargava |
|
| 22-Nov-2018 |
PATH |
India |
Anshul Bhargava |
|
| 22-Nov-2018 |
CG Power (CGPOWER IN) - Analyst meet takeaways |
India |
Vibhor Singhal |
|
| 22-Nov-2018 |
Praj Industries - Transformation story continues Maintain BUY |
India |
Vikram Suryavanshi |
|
| 21-Nov-2018 |
PATH |
India |
Anshul Bhargava |
|
| 21-Nov-2018 |
Dr Reddy’s Laboratories: Trigger of gSuboxone lauch factored-in; Retain Neutral with TP Rs 2550: |
India |
Surya Patra |
|
| 21-Nov-2018 |
Bharat Dynamics Ltd (BDL IN) Q2FY19: Disappointing 2Q; hope hinges on large order wins in the pipelin |
India |
Jonas Bhutta |
|
| 20-Nov-2018 |
PATH |
India |
Anshul Bhargava |
|
| 20-Nov-2018 |
GE T&D India (GETD IN) Q2FY19: Operating inline; depleting order book a concern for growth |
India |
Jonas Bhutta |
|
| 20-Nov-2018 |
Infrastructure - The ‘order-book-keeper’ – Strong foundation |
India |
Vibhor Singhal |
|
| 19-Nov-2018 |
PATH |
India |
Anshul Bhargava |
|
| 19-Nov-2018 |
Consumer Durables, Tiles & Ceramics: ACETECH 2018 Exhibition – Mumbai: Key takeaways |
India |
Deepak Agarwal |
|
| 19-Nov-2018 |
Camlin Fine Sciences - At the inflexion point; BUY with TP Rs 160: |
India |
Surya Patra |
|
| 19-Nov-2018 |
CG Power (CGPOWER IN): 2QFY19 result review - Strong operational results, but balance-sheet concerns remain |
India |
Jonas Bhutta |
|
| 19-Nov-2018 |
Thangamayil Q2FY19: Best is yet to come, Maintain Buy |
India |
Vishal Gutka |
|
| 19-Nov-2018 |
Siemens India (SIEM IN) : 4QFY18 result review - Closes FY18 on strong note, unlikely to carry this forward in FY19 |
India |
Jonas Bhutta |
|
| 19-Nov-2018 |
Finolex Cables Ltd (Maintain BUY; TP:635) Short term impact, long term outlook remains intact. |
India |
Deepak Agarwal |
|
| 16-Nov-2018 |
PATH |
India |
Anshul Bhargava |
|
| 16-Nov-2018 |
Repco Home Finance - Margins to remain under pressure |
India |
Sujal Kumar |
|
| 16-Nov-2018 |
IPCA Laboratories (IPCA IN) - On track to see progress in non-US business; NEUTRAL with TP Rs 730: |
India |
Surya Patra |
|
| 15-Nov-2018 |
PATH |
India |
Anshul Bhargava |
|
| 15-Nov-2018 |
Sadbhav Engg 2QFY19: Wait for a strong performance continues |
India |
Vibhor Singhal |
|
| 15-Nov-2018 |
Thermax (TMX IN) Q2FY19: Lower margins offset positives of higher execution |
India |
Jonas Bhutta |
|
| 15-Nov-2018 |
Pennar Industries Ltd 2QFY19 update: Focusing on strengths (Maintain BUY) |
India |
Vikram Suryavanshi |
|
| 15-Nov-2018 |
Ahluwalia Contracts 2QFY19 : Beat expectations; Momentum to continue – maintain BUY |
India |
Vibhor Singhal |
|
| 15-Nov-2018 |
Madhya Pradesh Election Visit: Freebies working, but not for long |
India |
Anjali Verma |
|
| 15-Nov-2018 |
VA Tech Wabag (VATW IN) Q2FY19: Result marred by weak execution and lower margins |
India |
Manish Agarwalla |
|
| 14-Nov-2018 |
PATH |
India |
Anshul Bhargava |
|
| 14-Nov-2018 |
Engineers India (ENGR IN) 2QFY19 result review: No surprises here; results in-line |
India |
Jonas Bhutta |
|
| 14-Nov-2018 |
Glenmark Pharma (GNP IN) - Guides for sequential operating progress; NEUTRAL with TP of Rs 610: |
India |
Surya Patra |
|
| 14-Nov-2018 |
WPI Inflation: Sharp rise in fuel pushed inflation higher |
India |
Anjali Verma |
|
| 14-Nov-2018 |
Shree Cement - Upgrade to BUY: PO Rs18,500 (+22%) |
India |
Vaibhav Agarwal |
|
| 14-Nov-2018 |
Ashok Leyland (Neutral; TP:Rs110):High discounting, fizzling demand |
India |
Vibhor Singhal |
|
| 13-Nov-2018 |
India Banking Trends - Q2FY19 results review: Early signs of the credit-cost cycle normalising |
India |
Sujal Kumar |
|
| 13-Nov-2018 |
NCC Ltd 2QFY19 : Strong all round performance – maintain BUY |
India |
Vibhor Singhal |
|
| 13-Nov-2018 |
KNR 2QFY19: Muted results, as expected – maintain NEUTRAL |
India |
Vibhor Singhal |
|
| 13-Nov-2018 |
Logistics Monthly volume tracker |
India |
Vikram Suryavanshi |
|
| 13-Nov-2018 |
Sun Pharma (SUNP IN) - Pinned hopes on the US specialty; Maintain NEUTRAL with TP of Rs 590 |
India |
Surya Patra |
|
| 13-Nov-2018 |
Britannia Q2FY19: Priced to perfection |
India |
Vishal Gutka |
|
| 13-Nov-2018 |
Aurobindo Pharma- Sees steady progress in the US despite challenges; Maintain BUY with TP of Rs 920 |
India |
Surya Patra |
|
| 13-Nov-2018 |
PATH |
India |
Anshul Bhargava |
|
| 12-Nov-2018 |
CPI, IIP: CPI surprisingly lower at 3.3%, IIP beats expectations again at 4.5% |
India |
Anjali Verma |
|
| 12-Nov-2018 |
PATH |
India |
Anshul Bhargava |
|
| 12-Nov-2018 |
India Cements - Maintain BUY (PO Rs180): |
India |
Vaibhav Agarwal |
|
| 09-Nov-2018 |
PATH |
India |
Anshul Bhargava |
|
| 09-Nov-2018 |
Titan Company Q2FY19: 3Q19 to be glittering enough: Maintain BUY |
India |
Vishal Gutka |
|
| 09-Nov-2018 |
Indian Bank (INBK IN) - Asset quality disappoints |
India |
Manish Agarwalla |
|
| 07-Nov-2018 |
PATH |
India |
Anshul Bhargava |
|
| 06-Nov-2018 |
Manappuram Finance Q2FY19 - Healthy operating performance |
India |
Pradeep Agrawal |
|
| 06-Nov-2018 |
Allcargo 2QFY19 update: Strong volume growth Maintain BUY |
India |
Vikram Suryavanshi |
|
| 06-Nov-2018 |
HeidelbergCement India Ltd - Maintian BUY (PO Rs200) |
India |
Vaibhav Agarwal |
|
| 06-Nov-2018 |
KDDL 2QFY19 Update : In expansion mode BUY |
India |
Vikram Suryavanshi |
|
| 06-Nov-2018 |
Cipla (CIPLA IN) - Growth as well as profit outlook remains weak; Reiterate SELLwith TP of Rs 480 |
India |
Surya Patra |
|
| 06-Nov-2018 |
State Bank of India (SBI IN) - On “cusp of strong earnings trajectory” |
India |
Manish Agarwalla |
|
| 06-Nov-2018 |
PATH |
India |
Anshul Bhargava |
|
| 05-Nov-2018 |
Indo Count 4QFY19: Cost and currency impacted the margins Maintain BUY |
India |
Vikram Suryavanshi |
|
| 05-Nov-2018 |
PATH |
India |
Anshul Bhargava |
|
| 05-Nov-2018 |
Ashoka Buildcon 2QFY19 - Super strong performance; Outlook bright |
India |
Vibhor Singhal |
|
| 05-Nov-2018 |
KEC International (KECI IN) Q2FY19: Increased working capital led to miss in earnings |
India |
Jonas Bhutta |
|
| 05-Nov-2018 |
VRL Logistics 2QFY19 Update: Volume recovery, fuel cost hit on margin Maintain BUY |
India |
Vikram Suryavanshi |
|
| 05-Nov-2018 |
Orient Electric Ltd (Maintain BUY; TP:200) "Switch to Smart" - The Game is on |
India |
Deepak Agarwal |
|
| 05-Nov-2018 |
PATH |
India |
Anshul Bhargava |
|
| 04-Nov-2018 |
Cadila Healthcare - Foresees steady progress despite market challenges: Maintain BUY with TP Rs 415 |
India |
Surya Patra |
|
| 02-Nov-2018 |
PATH |
India |
Anshul Bhargava |
|
| 02-Nov-2018 |
Axis Bank Ltd (AXSB IN) - Improvement in Key Financial matrix |
India |
Manish Agarwalla |
|
| 02-Nov-2018 |
SRF Ltd (SRF IN) - Firm on robust fluorospeciality sales in H2; NEUTRAL with TP of Rs 1950 |
India |
Surya Patra |
|
| 02-Nov-2018 |
Aarti Industries (ARTO IN) - Growth momentum remains robust; Conviction BUY with TP of Rs 1600 |
India |
Surya Patra |
|
| 02-Nov-2018 |
GCPL Q2FY19: HI & Africa hurts operating performance |
India |
Vishal Gutka |
|
| 02-Nov-2018 |
Magma Fincorp Q2FY19 - Operating performance in-line; Asset quality stable |
India |
Pradeep Agrawal |
|
| 02-Nov-2018 |
GSK Consumer Q2FY19: Faster, Higher, Stronger - Maintain BUY |
India |
Vishal Gutka |
|
| 02-Nov-2018 |
PC India Index: Sharp drop in Sept 18 |
India |
Anjali Verma |
|
| 02-Nov-2018 |
MALAYSIA BUDGET 2019 – Restoring the Malaysian Economy as an Asian Tiger |
India |
Vibhor Singhal |
|
| 02-Nov-2018 |
HDFC Ltd (HDFC IN) - Cruising at decent pace |
India |
Manish Agarwalla |
|
| 02-Nov-2018 |
Orient Paper & Industries Ltd (Maintain BUY; TP:62) Above estimates; Strong realisation to continue |
India |
Deepak Agarwal |
|
| 01-Nov-2018 |
PATH |
India |
Anshul Bhargava |
|
| 01-Nov-2018 |
Bajaj Electricals Ltd (Maintain BUY; TP:660) Strong revenue growth; Higher RM impacted margins |
India |
Deepak Agarwal |
|
| 01-Nov-2018 |
KEI Industries Ltd (Maintain BUY; TP:490) Wired for exponential growth |
India |
Deepak Agarwal |
|
| 01-Nov-2018 |
Marico Q2FY19: Better days ahead |
India |
Vishal Gutka |
|
| 01-Nov-2018 |
Cochin Shipyard Ltd (COCHIN IN) Q2FY19: Inline results, thesis on track |
India |
Jonas Bhutta |
|
| 01-Nov-2018 |
Cummins India (KKC IN) 2QFY19 result review: Strong 1H show was reciprocated with a modest raise in guidance |
India |
Jonas Bhutta |
|
| 01-Nov-2018 |
Larsen & Toubro (LT IN) - Q2FY19: Shines on all parameters and we get constructive; upgrade to Buy |
India |
Jonas Bhutta |
|
| 01-Nov-2018 |
Meghmani Organics Ltd (MEGH IN) - Awaiting clarity on proposed scheme of amalgamation; Under review: |
India |
Surya Patra |
|
| 31-Oct-2018 |
Dabur Q2FY19: Higher competitive intensity, shifting of festive season hurt operating performance |
India |
Vishal Gutka |
|
| 31-Oct-2018 |
Dalmia Bharat - Maintain BUY (PO Rs3,400) |
India |
Vaibhav Agarwal |
|
| 31-Oct-2018 |
IRB Infra 1QFY19: Muted results; Outlook remains unexciting |
India |
Vibhor Singhal |
|
| 31-Oct-2018 |
Cholamandalam Finance Q2FY19 - Strong balance-sheet growth; asset-quality improves |
India |
Pradeep Agrawal |
|
| 31-Oct-2018 |
PATH |
India |
Anshul Bhargava |
|
| 30-Oct-2018 |
Cognizant 3QCY18: Meets expectations; Guides for a muted Q4 |
India |
Vibhor Singhal |
|
| 30-Oct-2018 |
ABB India (ABB IN) 3QCY18 result review : Strong execution story all the way |
India |
Jonas Bhutta |
|
| 30-Oct-2018 |
TechM 2QFY19: Mixed results; Risk reward still unfavorable |
India |
Vibhor Singhal |
|
| 30-Oct-2018 |
Gateway Distriparks 2QFY19: Pressure on CFS profitability Maintian BUY |
India |
Vikram Suryavanshi |
|
| 30-Oct-2018 |
PATH |
India |
Anshul Bhargava |
|
| 30-Oct-2018 |
Emami Q2FY19:Wait for revival becomes elongated |
India |
Vishal Gutka |
|
| 30-Oct-2018 |
US Mid-Term Elections: It’s a tight rope walk for Republicans |
India |
Anjali Verma |
|
| 29-Oct-2018 |
Colgate Palmolive Q2FY19: Volume growth revival is the biggest positive |
India |
Vishal Gutka |
|
| 29-Oct-2018 |
Divi’s Laboratories (DIVI IN) - Powered by Chinese supply disruptions, timely capex; BUY with TP of Rs 1610 |
India |
Surya Patra |
|
| 29-Oct-2018 |
ICICI Bank (ICICIBC IN) - Showing signs of improvements |
India |
Manish Agarwalla |
|
| 29-Oct-2018 |
Vinati Organics Ltd (VO IN) - Earnings momentum to remain robust; BUY with TP of Rs 1400 |
India |
Surya Patra |
|
| 29-Oct-2018 |
Sintex Plastics Technology 2QFY19 Update: Long road to recovery Maintain BUY |
India |
Vikram Suryavanshi |
|
| 26-Oct-2018 |
Dr Reddy’s Laboratories (DRRD IN) - In-line results; focuses on improving efficiency; NEUTRAL with TP of Rs 2550 |
India |
Surya Patra |
|
| 26-Oct-2018 |
Bharat Electronics (BHE IN) Q2FY19: Strong margins despite weak sales mix |
India |
Jonas Bhutta |
|
| 26-Oct-2018 |
Biocon (BIOS IN) - Strong Q2; bio-similar seeds start bearing fruits; BUY with TP of Rs 700 |
India |
Surya Patra |
|
| 26-Oct-2018 |
V-Guard Industries Ltd (BUY; TP:225) 2QFY19: Worst is over (floods impact); revival ahead |
India |
Deepak Agarwal |
|
| 26-Oct-2018 |
Atul Ltd (ATLP IN) - Improved product prices surprised Q2; NEUTRAL with TP of Rs 3350 |
India |
Surya Patra |
|
| 26-Oct-2018 |
Nestle Q3CY18: Altius, Citius, Fortius, Maintain BUY |
India |
Vishal Gutka |
|
| 26-Oct-2018 |
ITC Q2FY19: All eyes on cigarette price hike in H2FY19, Maintain Buy |
India |
Vishal Gutka |
|
| 26-Oct-2018 |
Praj Industries 2QFY19: All-round performance Maintain BUY |
India |
Vikram Suryavanshi |
|
| 26-Oct-2018 |
Shriram City Union Finance Q2FY19 - Slowing disbursement growth amid tight liquidity |
India |
Pradeep Agrawal |
|
| 26-Oct-2018 |
Shriram Transport Finance Q2FY19 - Healthy operating performance; asset-quality stable |
India |
Pradeep Agrawal |
|
| 26-Oct-2018 |
BHEL (BHEL IN) Q2FY19: Weak execution and margins lead to the miss in earnings |
India |
Jonas Bhutta |
|
| 26-Oct-2018 |
PATH |
India |
Anshul Bhargava |
|
| 25-Oct-2018 |
L&T Tech 2QFY19: Strong revenue performance; Valuations expensive |
India |
Vibhor Singhal |
|
| 25-Oct-2018 |
Yes Bank- 2Q19 Results: Negative surprise on asset quality |
India |
Sujal Kumar |
|
| 25-Oct-2018 |
L&T Infotech 2QFY19: Strong performance; Valuations expensiv |
India |
Vibhor Singhal |
|
| 25-Oct-2018 |
PATH |
India |
Anshul Bhargava |
|
| 24-Oct-2018 |
Kotak Mahindra Bank- Bank resilient; Subsidiary performance weak |
India |
Sujal Kumar |
|
| 24-Oct-2018 |
M&M Financial Services Q2FY19 - Growth accelerates; asset-quality improves |
India |
Pradeep Agrawal |
|
| 24-Oct-2018 |
Bajaj Corp Q2FY19: Hopefully, there is light at the end of the tunnel |
India |
Vishal Gutka |
|
| 24-Oct-2018 |
Wipro 2QFY19: Beats expectations; Decent guidance … Getting closer … |
India |
Vibhor Singhal |
|
| 24-Oct-2018 |
Sun Pharma (SUNP IN) - Ilumya launched in the US; benefits to be back-ended; Maintain NEUTRAL with TP of Rs 590 |
India |
Surya Patra |
|
| 24-Oct-2018 |
PATH |
India |
Anshul Bhargava |
|
| 23-Oct-2018 |
KEC International (KECI IN) - Worth waiting despite a sharp correction |
India |
Jonas Bhutta |
|
| 23-Oct-2018 |
Adani Ports 2QFY19: Strong cargo growth; Outlook bright |
India |
Vibhor Singhal |
|
| 23-Oct-2018 |
HCL Tech 2QFY19: Moderate set of numbers – outlook doesn’t appear exciting |
India |
Vibhor Singhal |
|
| 23-Oct-2018 |
Asian Paints Q2FY19 Result Update: Not a colorful performance - Maintain BUY |
India |
Vishal Gutka |
|
| 23-Oct-2018 |
PATH |
India |
Anshul Bhargava |
|
| 22-Oct-2018 |
HDFC Bank (HDFCB IN) - All round performance |
India |
Manish Agarwalla |
|
| 22-Oct-2018 |
SW Monsoon Update |
India |
Ashwini Bansod |
|
| 22-Oct-2018 |
PATH |
India |
Anshul Bhargava |
|
| 19-Oct-2018 |
India Strategy: Tight liquidity = Tight (Consumption + Investment) |
India |
Anjali Verma |
|
| 19-Oct-2018 |
India Banking Trends - SME exposure: Opportunities and risks |
India |
Sujal Kumar |
|
| 19-Oct-2018 |
DCB Bank (DCBB IN) - Liquidity crisis in NBFCs to provide pricing power |
India |
Manish Agarwalla |
|
| 19-Oct-2018 |
Havells India Ltd (Neutral; TP:610) 2QFY19: Strong revenue growth, but lower margin |
India |
Deepak Agarwal |
|
| 19-Oct-2018 |
Daily Weather Update |
India |
Ashwini Bansod |
|
| 19-Oct-2018 |
PATH |
India |
Anshul Bhargava |
|
| 17-Oct-2018 |
NIIT Tech 2QFY19: Super strong performance across the board |
India |
Vibhor Singhal |
|
| 17-Oct-2018 |
PATH |
India |
Anshul Bhargava |
|
| 16-Oct-2018 |
Infosys 2QFY19: Strong growth and dealflow; Margins disappoint |
India |
Vibhor Singhal |
|
| 16-Oct-2018 |
GSK Consumer Company update : Heads, I win; tails, I don’t lose much |
India |
Vishal Gutka |
|
| 16-Oct-2018 |
PATH |
India |
Anshul Bhargava |
|
| 15-Oct-2018 |
Indiabulls Housing Finance (IHFL IN) - Margin a challenge |
India |
Pradeep Agrawal |
|
| 15-Oct-2018 |
IndusInd Bank (IIB IN) - Margin continue to remain under pressure |
India |
Manish Agarwalla |
|
| 15-Oct-2018 |
V-Guard Industries Ltd (Upgrade to BUY; TP:225) On the cusp of strong growth |
India |
Deepak Agarwal |
|
| 15-Oct-2018 |
WPI Inflation - Across the board increase, food inflation muted |
India |
Anjali Verma |
|
| 15-Oct-2018 |
PATH |
India |
Anshul Bhargava |
|
| 12-Oct-2018 |
HUL Q2FY19: Gross-margin pressure managed well |
India |
Vishal Gutka |
|
| 12-Oct-2018 |
CPI, IIP - CPI lower at 3.8%, IIP beats expectations at 4.3% |
India |
Anjali Verma |
|
| 12-Oct-2018 |
PATH |
India |
Anshul Bhargava |
|
| 12-Oct-2018 |
TCS 2QFY19: Decent results; Guides for double-digit growth in FY19 |
India |
Vibhor Singhal |
|
| 11-Oct-2018 |
IT Services: Deal Monitor: ISG 3QCY18 – Takes a breather |
India |
Vibhor Singhal |
|
| 10-Oct-2018 |
PATH |
India |
Anshul Bhargava |
|
| 10-Oct-2018 |
Daily Weather Update |
India |
Ashwini Bansod |
|
| 09-Oct-2018 |
PATH |
India |
Anshul Bhargava |
|
| 09-Oct-2018 |
Logistics Monthly volume tracker |
India |
Vikram Suryavanshi |
|
| 09-Oct-2018 |
Consumer Durables & Electricals: Channel-Check Day: Key takeaways |
India |
Deepak Agarwal |
|
| 09-Oct-2018 |
Infrastructure - Correction overdone; Strong results expected in Q2 |
India |
Vibhor Singhal |
|
| 08-Oct-2018 |
PATH |
India |
Anshul Bhargava |
|
| 08-Oct-2018 |
Aarti Industries (ARTO IN) - A structural specialty chemical growth play; Maintain BUY with TP of Rs 1550 |
India |
Surya Patra |
|
| 08-Oct-2018 |
Daily Weather Update |
India |
Ashwini Bansod |
|
| 05-Oct-2018 |
India Banking Trends - Private Banks leading MCLR hike |
India |
Sujal Kumar |
|
| 05-Oct-2018 |
Monetary Policy: RBI threw an unwanted surprise, Rupee on its way to 75+ |
India |
Anjali Verma |
|
| 05-Oct-2018 |
Thangamayil company update: Making the right moves, Maintain Buy |
India |
Vishal Gutka |
|
| 05-Oct-2018 |
Capital Goods & Engineering: Q2FY19 Results Preview - Keep an eye on margins and working capital |
India |
Jonas Bhutta |
|
| 05-Oct-2018 |
Q2FY19 Results Preview: Decent earnings growth on unfavourable base |
India |
India Research Team |
|
| 05-Oct-2018 |
Daily Oilseeds & Oils Outlook Report |
India |
Rajini Panicker |
|
| 05-Oct-2018 |
Daily Weather Update |
India |
Ashwini Bansod |
|
| 05-Oct-2018 |
Trump, Iran, Oil and India (II): Iran oil exports spiralling down, Brent/Rupee on the boil, India policy response muted |
India |
Anjali Verma |
|
| 04-Oct-2018 |
PATH |
India |
Anshul Bhargava |
|
| 04-Oct-2018 |
Financials-Q2FY19 Preview - The wait for recoveries is getting longer |
India |
Manish Agarwalla |
|
| 04-Oct-2018 |
PC India Index - Stable to Positive in August 2018 |
India |
Anjali Verma |
|
| 04-Oct-2018 |
IT Services 2QFY19 Preview: Growth momentum to continue; FX to boost margins |
India |
Vibhor Singhal |
|
| 04-Oct-2018 |
Capital Goods & Engineering: 2QFY19 CMIE capex data - weak announcements despite a low base |
India |
Jonas Bhutta |
|
| 03-Oct-2018 |
PATH |
India |
Anshul Bhargava |
|
| 03-Oct-2018 |
PATH |
India |
Anshul Bhargava |
|
| 03-Oct-2018 |
Specialty Chemicals - Q2FY19 preview: Strong performance continues |
India |
Surya Patra |
|
| 01-Oct-2018 |
PATH |
India |
Anshul Bhargava |
|
| 01-Oct-2018 |
JKumar Infra: And the hits just keep on coming |
India |
Vibhor Singhal |
|
| 01-Oct-2018 |
Consumer sector: Tailwinds dissipating (Q2FY19 Results Preview) |
India |
Vishal Gutka |
|
| 01-Oct-2018 |
Pharmaceuticals - Q2FY19 preview: INR depreciation is the key |
India |
Surya Patra |
|
| 30-Sep-2018 |
Engineers India (ENGR IN) : Much awaited Barmer order is here |
India |
Jonas Bhutta |
|
| 28-Sep-2018 |
PATH |
India |
Anshul Bhargava |
|
| 27-Sep-2018 |
PATH |
India |
Anshul Bhargava |
|
| 27-Sep-2018 |
Oilseeds & Oils Outlook Report |
India |
Rajini Panicker |
|
| 26-Sep-2018 |
PATH |
India |
Anshul Bhargava |
|
| 26-Sep-2018 |
Bharat Electronics (BHE IN) : Analyst meet takeaways |
India |
Jonas Bhutta |
|
| 26-Sep-2018 |
CV Symposium - Channel-Check Day - Key takeaways |
India |
Manish Agarwalla |
|
| 25-Sep-2018 |
PATH |
India |
Anshul Bhargava |
|
| 24-Sep-2018 |
PATH |
India |
Anshul Bhargava |
|
| 21-Sep-2018 |
PATH |
India |
Anshul Bhargava |
|
| 21-Sep-2018 |
Trump, Iran, Oil, and India: Oil and Rupee – a medium-term overhang |
India |
Anjali Verma |
|
| 20-Sep-2018 |
PATH |
India |
Anshul Bhargava |
|
| 19-Sep-2018 |
PATH |
India |
Anshul Bhargava |
|
| 19-Sep-2018 |
PATH |
India |
Anshul Bhargava |
|
| 19-Sep-2018 |
YES Bank - Initiating Coverage - Decoding credit risk |
India |
Sujal Kumar |
|
| 18-Sep-2018 |
PATH |
India |
Anshul Bhargava |
|
| 18-Sep-2018 |
Logistics Monthly volume tracker |
India |
Vikram Suryavanshi |
|
| 17-Sep-2018 |
PATH |
India |
Anshul Bhargava |
|
| 17-Sep-2018 |
GoI recommends merger of PSB - Punished for performance |
India |
Manish Agarwalla |
|
| 17-Sep-2018 |
Daily Oilseeds & Oils Outlook Report |
India |
Rajini Panicker |
|
| 17-Sep-2018 |
Jubilant Food works: Good Times ahead - Buy (Maintain) |
India |
Vishal Gutka |
|
| 17-Sep-2018 |
Daily Weather Update |
India |
Ashwini Bansod |
|
| 14-Sep-2018 |
PATH |
India |
Anshul Bhargava |
|
| 14-Sep-2018 |
Divis Laboratories- Set to benefit from Chinese supply disruptions; Upgrade to BUY with TP Rs 1550 |
India |
Surya Patra |
|
| 14-Sep-2018 |
WPI marginally below expectation at 4.5% |
India |
Anjali Verma |
|
| 12-Sep-2018 |
PATH |
India |
Anshul Bhargava |
|
| 12-Sep-2018 |
Inflation low and growth decent – Not for long though |
India |
Anjali Verma |
|
| 12-Sep-2018 |
Global Monetary Policy Stance: Fed to raise rate; others to stay put |
India |
Anjali Verma |
|
| 11-Sep-2018 |
Oilseeds and Oils Outlook Report |
India |
Rajini Panicker |
|
| 11-Sep-2018 |
Phillip Commodities India, Daily Agri. Technical Trades Reports, Sep 11, 2018 |
India |
Rajeev Darji |
|
| 11-Sep-2018 |
Phillip Commodities India, Daily Metals and Energy Technical Trades Reports, Sep 11, 2018 |
India |
Rajeev Darji |
|
| 11-Sep-2018 |
PATH |
India |
Anshul Bhargava |
|
| 10-Sep-2018 |
Phillip Commodities India, Daily Agri. Technical Trades Reports, Sep 10, 2018 |
India |
Rajeev Darji |
|
| 10-Sep-2018 |
Phillip Commodities India, Daily Metals and Energy Technical Trades Reports, Sep 10, 2018 |
India |
Rajeev Darji |
|
| 10-Sep-2018 |
PATH |
India |
Anshul Bhargava |
|
| 10-Sep-2018 |
Q1FY19 BoP: CAD widened, Capital flows dipped, BoP deficit at 7-year high |
India |
Anjali Verma |
|
| 07-Sep-2018 |
Phillip Commodities India, Daily Agri. Technical Trades Reports, Sep 7, 2018 |
India |
Rajeev Darji |
|
| 07-Sep-2018 |
Phillip Commodities India, Daily Metals and Energy Technical Trades Reports, Sep 7, 2018 |
India |
Rajeev Darji |
|
| 07-Sep-2018 |
PATH |
India |
Anshul Bhargava |
|
| 07-Sep-2018 |
Bharat Electronics (BHE IN) - Risk of govt intervention in profits plays out |
India |
Jonas Bhutta |
|
| 07-Sep-2018 |
Aurobindo Pharma (ARBP IN) - US acquisition powers earnings; BUY with TP of Rs 920 |
India |
Surya Patra |
|
| 06-Sep-2018 |
Phillip Commodities India, Daily Agri. Technical Trades Reports, Sep 6, 2018 |
India |
Rajeev Darji |
|
| 06-Sep-2018 |
Phillip Commodities India, Daily Metals and Energy Technical Trades Reports, Sep 6, 2018 |
India |
Rajeev Darji |
|
| 06-Sep-2018 |
PATH |
India |
Anshul Bhargava |
|
| 06-Sep-2018 |
Sun Pharma (SUNP IN) - Rides on specialty support & currency comfort; NEUTRAL with TP of Rs 590 |
India |
Surya Patra |
|
| 05-Sep-2018 |
Phillip Commodities India, Daily Agri. Technical Trades Reports, Sep 5, 2018 |
India |
Rajeev Darji |
|
| 05-Sep-2018 |
Phillip Commodities India, Daily Metals and Energy Technical Trades Reports, Sep 5, 2018 |
India |
Rajeev Darji |
|
| 05-Sep-2018 |
PATH |
India |
Anshul Bhargava |
|
| 05-Sep-2018 |
Concor - Change in business strategy is positive Maintian BUY |
India |
Vikram Suryavanshi |
|
| 05-Sep-2018 |
Muthoot Finance Q1FY19 - Growth rebounds; asset quality improves |
India |
Pradeep Agrawal |
|
| 04-Sep-2018 |
Phillip Commodities India, Daily Agri. Technical Trades Reports, Sep 4, 2018 |
India |
Rajeev Darji |
|
| 04-Sep-2018 |
Phillip Commodities India, Daily Metals and Energy Technical Trades Reports, Sep 4, 2018 |
India |
Rajeev Darji |
|
| 04-Sep-2018 |
PATH |
India |
Anshul Bhargava |
|
| 04-Sep-2018 |
PC India Index - Strong momentum continued in July |
India |
Anjali Verma |
|
| 03-Sep-2018 |
Phillip Commodities India, Daily Agri. Technical Trades Reports, Sep 3, 2018 |
India |
Rajeev Darji |
|
| 03-Sep-2018 |
Phillip Commodities India, Daily Metals and Energy Technical Trades Reports, Sep 3, 2018 |
India |
Rajeev Darji |
|
| 03-Sep-2018 |
PATH |
India |
Anshul Bhargava |
|
| 31-Aug-2018 |
Phillip Commodities India, Daily Agri. Technical Trades Reports, Aug 31, 2018 |
India |
Rajeev Darji |
|
| 31-Aug-2018 |
Phillip Commodities India, Daily Metals and Energy Technical Trades Reports, Aug 31, 2018 |
India |
Rajeev Darji |
|
| 31-Aug-2018 |
PATH |
India |
Anshul Bhargava |
|
| 31-Aug-2018 |
Q1FY19 GDP Jumped to 8% due to favourable base; unlikely to sustain |
India |
Anjali Verma |
|
| 31-Aug-2018 |
IT Services: Currency tailwinds continue to boost the momentum |
India |
Vibhor Singhal |
|
| 31-Aug-2018 |
Cement: Pricing power to return soon (sector update) |
India |
Vaibhav Agarwal |
|
| 30-Aug-2018 |
PATH |
India |
Anshul Bhargava |
|
| 29-Aug-2018 |
Phillip Commodities India, Daily Agri. Technical Trades Reports, Aug 29, 2018 |
India |
Rajeev Darji |
|
| 29-Aug-2018 |
Phillip Commodities India, Daily Metals and Energy Technical Trades Reports, Aug 29, 2018 |
India |
Rajeev Darji |
|
| 29-Aug-2018 |
PATH |
India |
Anshul Bhargava |
|
| 28-Aug-2018 |
PATH |
India |
Anshul Bhargava |
|
| 28-Aug-2018 |
Oilseeds and Oils Outlook Report, August 28, 2018 |
India |
Rajini Panicker |
|
| 28-Aug-2018 |
Phillip Commodities India, Daily Agri., Technical Trades Reports, Aug 28, 2018 |
India |
Rajeev Darji |
|
| 28-Aug-2018 |
Phillip Commodities India, Daily Metals and Energy Technical Trades Reports, Aug 28, 2018 |
India |
Rajeev Darji |
|
| 27-Aug-2018 |
PATH |
India |
Anshul Bhargava |
|
| 27-Aug-2018 |
Infrastructure - The ‘order-book-keeper’ – Getting Better |
India |
Vibhor Singhal |
|
| 27-Aug-2018 |
Phillip Commodities India, Daily Agri. Technical Trades Reports, Aug 27, 2018 |
India |
Rajeev Darji |
|
| 27-Aug-2018 |
Phillip Commodities India, Daily Metals and Energy Technical Trades Reports, Aug 27, 2018 |
India |
Rajeev Darji |
|
| 24-Aug-2018 |
PATH |
India |
Anshul Bhargava |
|
| 24-Aug-2018 |
Phillip Commodities India, Daily Agri. Technical Trades Reports, Aug 24, 2018 |
India |
Rajeev Darji |
|
| 24-Aug-2018 |
Phillip Commodities India, Daily Metals and Energy Technical Trades Reports, Aug 24, 2018 |
India |
Rajeev Darji |
|
| 23-Aug-2018 |
PATH |
India |
Anshul Bhargava |
|
| 23-Aug-2018 |
Phillip Commodities India, Daily Agri. Technical Trades Reports, Aug 23, 2018 |
India |
Rajeev Darji |
|
| 23-Aug-2018 |
Phillip Commodities India, Daily Metals and Energy Technical Trades Reports, Aug 23, 2018 |
India |
Rajeev Darji |
|
| 22-Aug-2018 |
PATH |
India |
Anshul Bhargava |
|
| 22-Aug-2018 |
Nestle Analyst meet : Altius, Citius, Fortius; Upgrade to BUY |
India |
Vishal Gutka |
|
| 21-Aug-2018 |
Oilseeds and Oils Outlook Report |
India |
Rajini Panicker |
|
| 21-Aug-2018 |
Phillip Commodities India, Daily Agri. Technical Trades Reports, Aug 21, 2018 |
India |
Rajeev Darji |
|
| 21-Aug-2018 |
Phillip Commodities India, Daily Metals and Energy Technical Trades Reports, Aug 21, 2018 |
India |
Rajeev Darji |
|
| 21-Aug-2018 |
PATH |
India |
Anshul Bhargava |
|
| 21-Aug-2018 |
Magma Fincorp Q1FY19 - Higher run-offs keep AUM growth lower; asset quality stable |
India |
Pradeep Agrawal |
|
| 21-Aug-2018 |
Daily Weather Report |
India |
Ashwini Bansod |
|
| 20-Aug-2018 |
PATH |
India |
Anshul Bhargava |
|
| 20-Aug-2018 |
Daily Weather Update |
India |
Ashwini Bansod |
|
| 20-Aug-2018 |
India Strategy: Adding currency play to consumption |
India |
Anjali Verma |
|
| 20-Aug-2018 |
Daily Oilseeds & Oils Outlook Report |
India |
Rajini Panicker |
|
| 20-Aug-2018 |
Phillip Commodities India, Daily Agri. Technical Trades Reports, Aug 20, 2018 |
India |
Rajeev Darji |
|
| 20-Aug-2018 |
Phillip Commodities India, Daily Metals and Energy Technical Trades Reports, Aug 20, 2018 |
India |
Rajeev Darji |
|
| 17-Aug-2018 |
PATH |
India |
Anshul Bhargava |
|
| 17-Aug-2018 |
Phillip Commodities India, Daily Agri. Technical Trades Reports, Aug 17, 2018 |
India |
Rajeev Darji |
|
| 17-Aug-2018 |
Phillip Commodities India, Daily Metals and Energy Technical Trades Reports, Aug 17, 2018 |
India |
Rajeev Darji |
|
| 17-Aug-2018 |
ITD Cementation 2QCY18: Decent results; Outlook not promising – maintain SELL |
India |
Vibhor Singhal |
|
| 16-Aug-2018 |
PATH |
India |
Anshul Bhargava |
|
| 16-Aug-2018 |
Uniply Industries Ltd (BUY: TP;120) 1QFY19: Above estimate; strong execution |
India |
Deepak Agarwal |
|
| 16-Aug-2018 |
Not-so-hawkish minutes (like the policy statement) to a hawkish decision |
India |
Anjali Verma |
|
| 16-Aug-2018 |
Ahluwalia Contracts 1QFY19 - Minor blip, in a fundamentally strong story – Maintain BUY |
India |
Vibhor Singhal |
|
| 16-Aug-2018 |
Pennar Industries 1QFY19 Update - Traction in core business continue, impact of PEBS |
India |
Vikram Suryavanshi |
|
| 16-Aug-2018 |
CG Power (CGPOWER IN) : Q1FY19 result review - Strong performance in the domestic business |
India |
Jonas Bhutta |
|
| 16-Aug-2018 |
Sadbhav Engineering 1QFY19: Muted results; Fundamentals remain strong – Upgrade to BUY |
India |
Vibhor Singhal |
|
| 16-Aug-2018 |
Navkar Corporation 1QFY19 Update: Finding the new catalyst Maintain BUY |
India |
Vikram Suryavanshi |
|
| 16-Aug-2018 |
Phillip Commodities India, Daily Agri. Technical Trades Reports, Aug 16, 2018 |
India |
Rajeev Darji |
|
| 16-Aug-2018 |
Phillip Commodities India, Daily Metals and Energy Technical Trades Reports, Aug 16, 2018 |
India |
Rajeev Darji |
|
| 15-Aug-2018 |
Camlin Fine Sciences - Value growth triggers intact; BUY with TP Rs 160 |
India |
Surya Patra |
|
| 14-Aug-2018 |
PATH |
India |
Anshul Bhargava |
|
| 14-Aug-2018 |
Phillip Commodities India, Daily Agri. Technical Trades Reports, Aug 14, 2018 |
India |
Rajeev Darji |
|
| 14-Aug-2018 |
Phillip Commodities India, Daily Metals and Energy Technical Trades Reports, Aug 14, 2018 |
India |
Rajeev Darji |
|
| 14-Aug-2018 |
Sun Pharma (SUNP IN) - Higher specialty spend raise margin concerns; NEUTRAL with TP of Rs 525 |
India |
Surya Patra |
|
| 14-Aug-2018 |
Cochin Shipyard Ltd (COCHIN IN) Q1FY19: Thesis on track |
India |
Jonas Bhutta |
|
| 14-Aug-2018 |
Logistics Update : Major ports and container volume tracker |
India |
Vikram Suryavanshi |
|
| 14-Aug-2018 |
India Cements - Maintain BUY (PO Rs200; +80%): |
India |
Vaibhav Agarwal |
|
| 14-Aug-2018 |
Ashoka Buildcon 1QFY19: Weak numbers; Fundamentals remain strong – Maintain BUY |
India |
Vibhor Singhal |
|
| 14-Aug-2018 |
Inflation: WPI marginally below expectation at 5.1% |
India |
Anjali Verma |
|
| 14-Aug-2018 |
Dalmia Bharat: Maintain BUY (PO Rs3400: +33%): |
India |
Vaibhav Agarwal |
|
| 14-Aug-2018 |
KNR 1QFY19: Near term growth concerns paramount – maintain NEUTRAL |
India |
Vibhor Singhal |
|
| 14-Aug-2018 |
Glenmark Pharma (GNP IN) - Q1-miss; Visible progress in R&D assets could surprise; NEUTRAL with TP of Rs 550 |
India |
Surya Patra |
|
| 13-Aug-2018 |
Phillip Commodities India, Daily Metals and Energy Technical Trades Reports, Aug 13, 2018 |
India |
Rajeev Darji |
|
| 13-Aug-2018 |
Phillip Commodities India, Daily Agri. Technical Trades Reports, Aug 13, 2018 |
India |
Rajeev Darji |
|
| 13-Aug-2018 |
Phillip Commodities India, Daily Metals and Energy Technical Trades Reports, Aug 13, 2018 |
India |
Rajeev Darji |
|
| 13-Aug-2018 |
Cadila Healthcare - Powered by exclusive opportunity in Asacol HD; Upgrade to BUY with TP Rs 415 |
India |
Surya Patra |
|
| 13-Aug-2018 |
CPI Near RBI’s comfortable mark of 4%, lowest in 9-months |
India |
Anjali Verma |
|
| 13-Aug-2018 |
Cummins India (KKC IN) Q1FY19: Margin surprise offset by higher tax rate |
India |
Jonas Bhutta |
|
| 13-Aug-2018 |
Allcargo Logistics 1QFY19: Benefit of volume growth Maintain BUY |
India |
Vikram Suryavanshi |
|
| 13-Aug-2018 |
NCC 1QFY19: Strong results and guidance - maintain Buy |
India |
Vibhor Singhal |
|
| 13-Aug-2018 |
Turkey Crisis Impact: No direct economic impact; watchful of currency contagion |
India |
Anjali Verma |
|
| 13-Aug-2018 |
VRL Logistics 1QFY19 Update: Volume recovery, fuel cost hit on margin |
India |
Vikram Suryavanshi |
|
| 13-Aug-2018 |
KDDL 1QFY19 Update: Profitable growth is back Maintain Neutral |
India |
Vikram Suryavanshi |
|
| 13-Aug-2018 |
State Bank of India - Q1FY19 Result - Asset quality headwinds persists |
India |
Manish Agarwalla |
|
| 13-Aug-2018 |
PATH |
India |
Anshul Bhargava |
|
| 12-Aug-2018 |
IPCA Laboratories - Looking for sequential operating progress: Neutral with TP of Rs 680 |
India |
Surya Patra |
|
| 12-Aug-2018 |
Meghmani Organics - Strong Q1; Earnings outlook remain stronger ; BUY with TP Rs 150 |
India |
Surya Patra |
|
| 10-Aug-2018 |
Phillip Commodities India, Daily Agri. Technical Trades Reports, Aug 10, 2018 |
India |
Rajeev Darji |
|
| 10-Aug-2018 |
Phillip Commodities India, Daily Metals and Energy Technical Trades Reports, Aug 10, 2018 |
India |
Rajeev Darji |
|
| 10-Aug-2018 |
VA Tech Wabag (VATW IN) Q1FY19: Margin led beat to estimates |
India |
Jonas Bhutta |
|
| 10-Aug-2018 |
Voltas Limited (VOLT IN): 1QFY19 result review - Projects saved the day as AC business faced pressure |
India |
Jonas Bhutta |
|
| 10-Aug-2018 |
Industrial Output: Above expectation at 7.0% on favorable base |
India |
Anjali Verma |
|
| 10-Aug-2018 |
Aurobindo Pharma - Grew in key markets despite challenges; BUY with TP Rs 800 |
India |
Surya Patra |
|
| 10-Aug-2018 |
KEI Industries Ltd (BUY: TP; 490) 1QFY19: In-Line: Strong growth in retail segment |
India |
Deepak Agarwal |
|
| 10-Aug-2018 |
JKumar Infra 1QFY19: Strong performance; diversifying orderbook - Upgrade to BUY |
India |
Vibhor Singhal |
|
| 10-Aug-2018 |
Lupin (LPC IN) - Weakness in key markets & higher cost concern: Downgrade to SELL |
India |
Surya Patra |
|
| 10-Aug-2018 |
Bajaj Electricals Ltd (BUY: TP:690) 1QFY19: In-line; RREP showing results |
India |
Deepak Agarwal |
|
| 10-Aug-2018 |
PATH |
India |
Anshul Bhargava |
|
| 09-Aug-2018 |
Phillip Commodities India, Daily Agri. Technical Trades Reports, Aug 9, 2018 |
India |
Rajeev Darji |
|
| 09-Aug-2018 |
Phillip Commodities India, Daily Metals and Energy Technical Trades Reports, Aug 9, 2018 |
India |
Rajeev Darji |
|
| 09-Aug-2018 |
GSK Consumer Q1FY19: Re-energizing performance |
India |
Vishal Gutka |
|
| 09-Aug-2018 |
PNC Infratech 1QFY19: Strong start to FY19 – Maintain BUY |
India |
Vibhor Singhal |
|
| 09-Aug-2018 |
Manappuram Finance Q1FY19 - Growth picks up in gold loan; Microfinance drive profitability |
India |
Pradeep Agrawal |
|
| 09-Aug-2018 |
Engineers India (ENGR IN) Q1FY19: Sales mix impacts profitability; Barmer order still pending |
India |
Jonas Bhutta |
|
| 09-Aug-2018 |
Indian Bank-Q1FY19 Result - Provision pain to persist |
India |
Manish Agarwalla |
|
| 09-Aug-2018 |
Thermax (TMX IN): 1QFY19 result review - Weak start to FY19, should catch up in 2H |
India |
Jonas Bhutta |
|
| 09-Aug-2018 |
PATH |
India |
Anshul Bhargava |
|
| 09-Aug-2018 |
SRF Ltd (SRF IN) - Provides stronger fluoro-speciality outlook; Neutral with TP of Rs 1850 |
India |
Surya Patra |
|
| 08-Aug-2018 |
PATH |
India |
Anshul Bhargava |
|
| 08-Aug-2018 |
Siemens India (SIEM IN): 3QFY18 result review - Inline result; muted growth in order book |
India |
Jonas Bhutta |
|
| 08-Aug-2018 |
Cipla (CIPLA IN) - Profitability looks challenged; Downgrade to SELL with TP of Rs 510 |
India |
Surya Patra |
|
| 08-Aug-2018 |
Praj Industries 1QFY19 Update: Better than expected; recovery in emerging business Maintian BUY |
India |
Vikram Suryavanshi |
|
| 08-Aug-2018 |
Mangalam Cement - Maintain BUY - PO Rs310 |
India |
Vaibhav Agarwal |
|
| 08-Aug-2018 |
Oilseeds and Oils Outlook Report |
India |
Rajini Panicker |
|
| 08-Aug-2018 |
Phillip Commodities India, Daily Agri. Technical Trades Reports, Aug 8, 2018 |
India |
Rajeev Darji |
|
| 08-Aug-2018 |
Phillip Commodities India, Daily Metals and Energy Technical Trades Reports, Aug 8, 2018 |
India |
Rajeev Darji |
|
| 08-Aug-2018 |
Ayushman Bharat: Launch year FY19, execution from FY20 |
India |
Anjali Verma |
|
| 08-Aug-2018 |
Parag Milk Foods Q1FY19: Strong performance across parameters: Maintain BUY |
India |
Vishal Gutka |
|
| 07-Aug-2018 |
PATH |
India |
Anshul Bhargava |
|
| 07-Aug-2018 |
Phillip Commodities India, Daily Agri. Technical Trades Reports, Aug 3, 2018 |
India |
Rajeev Darji |
|
| 07-Aug-2018 |
Phillip Commodities India, Daily Metals and Energy Technical Trades Reports, Aug 7, 2018 |
India |
Rajeev Darji |
|
| 07-Aug-2018 |
Vinati Organics Ltd (VO IN) - Strong Q1; Growth visibility intact; BUY with TP Rs 1300 |
India |
Surya Patra |
|
| 07-Aug-2018 |
Aarti Industries (ARTO IN) - Raised earning guidance, but seems conservative: BUY with TP of Rs 1550 |
India |
Surya Patra |
|
| 06-Aug-2018 |
PATH |
India |
Anshul Bhargava |
|
| 06-Aug-2018 |
Phillip Commodities India, Daily Agri. Technical Trades Reports, Aug 6, 2018 |
India |
Rajeev Darji |
|
| 06-Aug-2018 |
Phillip Commodities India, Daily Metals and Energy Technical Trades Reports, Aug 6, 2018 |
India |
Rajeev Darji |
|
| 06-Aug-2018 |
Indo Count 1QFY19 Update: Volume recovery is a relief Maintain BUY |
India |
Vikram Suryavanshi |
|
| 06-Aug-2018 |
Adani Ports 1QFY19: Muted results, cargo growth along expectations - maintain buy |
India |
Vibhor Singhal |
|
| 06-Aug-2018 |
Orient Paper & Industries Ltd (BUY; TP:56) 1QFY19: In line; strong operating performance (shutdown impacted revenue) |
India |
Deepak Agarwal |
|
| 06-Aug-2018 |
JK Lakshmi Cement - Maintain BUY (PO Rs470; +40%) |
India |
Vaibhav Agarwal |
|
| 06-Aug-2018 |
Divi’s Labs (DIVI IN) - Recovered from all regulatory challenges; NEUTRAL with TP of Rs 1200 |
India |
Surya Patra |
|
| 06-Aug-2018 |
KEC International (KECI IN): 1QFY19 result review - 1Q buoyed by one-offs; internals were weak |
India |
Jonas Bhutta |
|
| 03-Aug-2018 |
PATH |
India |
Anshul Bhargava |
|
| 03-Aug-2018 |
Phillip Commodities India, Daily Agri. Technical Trades Reports, Aug 3, 2018 |
India |
Rajeev Darji |
|
| 03-Aug-2018 |
Phillip Commodities India, Daily Metals and Energy Technical Trades Reports, Aug 3, 2018 |
India |
Rajeev Darji |
|
| 03-Aug-2018 |
Titan Company Q1FY19: Higher base & gold price, Adhik maas mars growth: Maintain BUY |
India |
Vishal Gutka |
|
| 03-Aug-2018 |
Nestle Q2CY18: Time to turn cautious; Downgrade to Neutral |
India |
Vishal Gutka |
|
| 03-Aug-2018 |
Cognizant 2QCY18: Barely meets expectations; Guides for a muted Q3 |
India |
Vibhor Singhal |
|
| 03-Aug-2018 |
Indiabulls Housing Finance-Q1FY19 Result - Positive conversion to IndAS |
India |
Manish Agarwalla |
|
| 02-Aug-2018 |
PATH |
India |
Anshul Bhargava |
|
| 02-Aug-2018 |
PATH |
India |
Anshul Bhargava |
|
| 02-Aug-2018 |
Phillip Commodities India, Daily Agri. Technical Trades Reports, Aug 2, 2018 |
India |
Rajeev Darji |
|
| 02-Aug-2018 |
Phillip Commodities India, Daily Metals and Energy Technical Trades Reports, Aug 2, 2018 |
India |
Rajeev Darji |
|
| 02-Aug-2018 |
Marico Q1FY19: Copra inflation risk abating |
India |
Vishal Gutka |
|
| 02-Aug-2018 |
Gateway Distriparks 1QFY19: Operationally inline Maintain BUY |
India |
Vikram Suryavanshi |
|
| 02-Aug-2018 |
Emami Q1FY19:Awaiting revival; valuation remains saving grace |
India |
Vishal Gutka |
|
| 02-Aug-2018 |
PC India Index - Sharp rise in June |
India |
Anjali Verma |
|
| 02-Aug-2018 |
JK Cement (Maintain BUY - PO Rs1,100) |
India |
Vaibhav Agarwal |
|
| 02-Aug-2018 |
Dabur Q1FY19: Extremely encouraging performance |
India |
Vishal Gutka |
|
| 01-Aug-2018 |
PATH |
India |
Anshul Bhargava |
|
| 01-Aug-2018 |
Phillip Commodities India, Daily Agri. Technical Trades Reports, Aug 1, 2018 |
India |
Rajeev Darji |
|
| 01-Aug-2018 |
Phillip Commodities India, Daily Metals and Energy Technical Trades Reports, Aug 1, 2018 |
India |
Rajeev Darji |
|
| 01-Aug-2018 |
V-Guard Industries Ltd (Neutral; TP:216) 1QFY19: In-line performance, non-south to drive growth |
India |
Deepak Agarwal |
|
| 01-Aug-2018 |
Thangamayil Q1FY19: Strong start on the margins, Maintain Buy |
India |
Vishal Gutka |
|
| 01-Aug-2018 |
Monetary Policy: Second consecutive repo rate hike; Stance neutral |
India |
Anjali Verma |
|
| 01-Aug-2018 |
Daily Cotton Update |
India |
Ashwini Bansod |
|
| 01-Aug-2018 |
Daily Weather Update |
India |
Ashwini Bansod |
|
| 31-Jul-2018 |
PATH |
India |
Anshul Bhargava |
|
| 31-Jul-2018 |
Phillip Commodities India, Daily Agri. Technical Trades Reports, Jul 31, 2018 |
India |
Rajeev Darji |
|
| 31-Jul-2018 |
Phillip Commodities India, Daily Metals and Energy Technical Trades Reports, Jul 31, 2018 |
India |
Rajeev Darji |
|
| 31-Jul-2018 |
Bharat Electronics (BHE IN): 1QFY19 result review - Strong start to FY19, partly allays concerns on margins |
India |
Jonas Bhutta |
|
| 31-Jul-2018 |
Shree Cement - Maintain Neutral (PO Rs17,000 |
India |
Vaibhav Agarwal |
|
| 31-Jul-2018 |
HeidelbergCement - Maintain BUY (Upgrade PO to Rs200) |
India |
Vaibhav Agarwal |
|
| 31-Jul-2018 |
Infrastructure: Decoding the HAM – Model, Bidding, O&M, FC, and more |
India |
Vibhor Singhal |
|
| 31-Jul-2018 |
Axis Bank-Q1FY19 Result - Downgrade headwind continues |
India |
Manish Agarwalla |
|
| 31-Jul-2018 |
Orient Electric Ltd (BUY; TP: 200) 1QFY19: Strong revenue growth with improved profitability |
India |
Deepak Agarwal |
|
| 30-Jul-2018 |
Phillip Commodities India, Daily Agri. Technical Trades Reports, Jul 30, 2018 |
India |
Rajeev Darji |
|
| 30-Jul-2018 |
Phillip Commodities India, Daily Metals and Energy Technical Trades Reports, Jul 30, 2018 |
India |
Rajeev Darji |
|
| 30-Jul-2018 |
RITES Ltd (RITE IN) Q4FY18: Robust result for its debut |
India |
Jonas Bhutta |
|
| 30-Jul-2018 |
TechM 1QFY19: Weak numbers, as expected; maintain Sell |
India |
Vibhor Singhal |
|
| 30-Jul-2018 |
GCPL Q1FY19: India & Indonesia shines; Africa disappoints |
India |
Vishal Gutka |
|
| 30-Jul-2018 |
M&M Financial Services Q1FY19 - Operating results in line; asset quality surprises positively |
India |
Pradeep Agrawal |
|
| 30-Jul-2018 |
PATH |
India |
Anshul Bhargava |
|
| 30-Jul-2018 |
BOB-Q1FY19 Result - Striving for quality growth |
India |
Manish Agarwalla |
|
| 30-Jul-2018 |
GE T&D India (GETD IN): 1QFY19 result review - Single sector exposure remains a de-rating risk |
India |
Jonas Bhutta |
|
| 28-Jul-2018 |
HCL Tech 1QFY19: Misses expectations; Outlook remains weak – downgrade to Neutral |
India |
Vibhor Singhal |
|
| 27-Jul-2018 |
PATH |
India |
Anshul Bhargava |
|
| 27-Jul-2018 |
ICICI Bank-Q1FY19 Result - Not out of the woods yet |
India |
Manish Agarwalla |
|
| 27-Jul-2018 |
Shriram Transport Finance Q1FY19 - In-line results; Asset quality shows marginal improvement |
India |
Vishal Gutka |
|
| 27-Jul-2018 |
Dr Reddy’s Lab - Powered by temporary gSuboxone launc; Maintain NEUTRAL with TP of Rs 2250 |
India |
Surya Patra |
|
| 27-Jul-2018 |
Cholamandalam Finance Q1FY19 - Results in line; asset quality stable |
India |
Pradeep Agrawal |
|
| 27-Jul-2018 |
Concor 1QFY19 update : On the path to recovery Maintain BUY |
India |
Vikram Suryavanshi |
|
| 27-Jul-2018 |
Biocon (BIOS IN) - Fulphila’s US bio-similar launch will power growth; Maintain BUY with TP of Rs 700: |
India |
Surya Patra |
|
| 27-Jul-2018 |
ITC Q1FY19: Things finally falling into place, Maintain Buy |
India |
Vishal Gutka |
|
| 27-Jul-2018 |
Agro Tech Foods Q4FY18: More needs to be done on edible oils |
India |
Preeyam Tolia |
|
| 27-Jul-2018 |
Phillip Commodities India, Daily Agri. Technical Trades Reports, Jul 27, 2018 |
India |
Rajeev Darji |
|
| 27-Jul-2018 |
Phillip Commodities India, Daily Metals and Energy Technical Trades Reports, Jul 27, 2018 |
India |
Rajeev Darji |
|
| 26-Jul-2018 |
PATH |
India |
Anshul Bhargava |
|
| 26-Jul-2018 |
Larsen & Toubro (LT IN) : 1QFY19 result review - Sustaining the operational performance of 1Q will be a challenge |
India |
Jonas Bhutta |
|
| 26-Jul-2018 |
Shriram City Union Finance Q1FY19 - Operating results below expectation; asset quality stable |
India |
Pradeep Agrawal |
|
| 26-Jul-2018 |
Ambuja Cements - Maintain BUY (PO Rs300; +35%) |
India |
Vaibhav Agarwal |
|
| 26-Jul-2018 |
BHEL (BHEL IN) Q2FY19: Result below expectations; deteriorated payment terms a -ve |
India |
Jonas Bhutta |
|
| 26-Jul-2018 |
Shriram Transport Finance Q1FY19 - In-line results; Asset quality shows marginal improvement |
India |
Pradeep Agrawal |
|
| 25-Jul-2018 |
PATH |
India |
Anshul Bhargava |
|
| 25-Jul-2018 |
IRB Infra 1QFY19: Weak results; Lower growth visibility – maintain NEUTRAL |
India |
Vibhor Singhal |
|
| 25-Jul-2018 |
Oilseeds and Oils Outlook Report |
India |
Rajini Panicker |
|
| 25-Jul-2018 |
Phillip Commodities India, Daily Agri. Technical Trades Reports, Jul 25, 2018 |
India |
Rajeev Darji |
|
| 25-Jul-2018 |
Phillip Commodities India, Daily Metals and Energy Technical Trades Reports, Jul 25, 2018 |
India |
Rajeev Darji |
|
| 25-Jul-2018 |
MSP and Mandi Prices: +ve rural consumption; -ve fiscal; manageable inflation |
India |
Anjali Verma |
|
| 25-Jul-2018 |
HDFC Asset Management Company Ltd.- Long term value creator |
India |
Sujal Kumar |
|
| 24-Jul-2018 |
PATH |
India |
Anshul Bhargava |
|
| 24-Jul-2018 |
Phillip Commodities India, Daily Agri. Technical Trades Reports, Jul 24, 2018 |
India |
Rajeev Darji |
|
| 24-Jul-2018 |
Phillip Commodities India, Daily Metals and Energy Technical Trades Reports, Jul 24, 2018 |
India |
Rajeev Darji |
|
| 24-Jul-2018 |
Asian Paints Q1FY19: Solid operating performance, Maintain BUY |
India |
Vishal Gutka |
|
| 24-Jul-2018 |
L&T Infotech 1QFY19: Strong performance; Valuations expensive - |
India |
Vibhor Singhal |
|
| 24-Jul-2018 |
ACC Ltd. (Upgrade to BUY PO - Rs1,830 |
India |
Vaibhav Agarwal |
|
| 23-Jul-2018 |
L&T Tech 1QFY19: Strong performance continues; Valuations expensive |
India |
Vibhor Singhal |
|
| 23-Jul-2018 |
PATH |
India |
Anshul Bhargava |
|
| 23-Jul-2018 |
Phillip Commodities India, Daily Agri. Technical Trades Reports, Jul 23, 2018 |
India |
Rajeev Darji |
|
| 23-Jul-2018 |
Phillip Commodities India, Daily Metals and Energy Technical Trades Reports, Jul 23, 2018 |
India |
Rajeev Darji |
|
| 23-Jul-2018 |
Weekly Chana Report |
India |
Ashwini Bansod |
|
| 23-Jul-2018 |
Daily Cotton Update |
India |
Ashwini Bansod |
|
| 23-Jul-2018 |
Daily Weather Update |
India |
Ashwini Bansod |
|
| 23-Jul-2018 |
HDFC Bank-Q1FY19 Result - MTM impacts earnings run-rate |
India |
Manish Agarwalla |
|
| 20-Jul-2018 |
PATH |
India |
Anshul Bhargava |
|
| 20-Jul-2018 |
Havells India Ltd (Neutral; TP: 640) 1QFY19: Broad based growth, on a Lower base |
India |
Deepak Agarwal |
|
| 20-Jul-2018 |
Wipro 1QFY19: Decent results; moderate guidance … Getting closer … - |
India |
Vibhor Singhal |
|
| 20-Jul-2018 |
ABB India (ABB IN) Q2CY18: Bottom cycle valuation despite stable outloo |
India |
Jonas Bhutta |
|
| 20-Jul-2018 |
Atul Ltd (ATLP IN) - Mired in fluctuating product price and RM cost; NEUTRAL with TP of Rs 2980 |
India |
Surya Patra |
|
| 20-Jul-2018 |
Daily Oilseeds & Oils Outlook Report |
India |
Rajini Panicker |
|
| 20-Jul-2018 |
Phillip Commodities India, Daily Agri. Technical Trades Reports, Jul 20, 2018 |
India |
Rajeev Darji |
|
| 20-Jul-2018 |
Phillip Commodities India, Daily Metals and Energy Technical Trades Reports, Jul 20, 2018 |
India |
Rajeev Darji |
|
| 19-Jul-2018 |
PATH |
India |
Anshul Bhargava |
|
| 19-Jul-2018 |
PATH |
India |
Anshul Bhargava |
|
| 19-Jul-2018 |
Phillip Commodities India, Daily Agri. Technical Trades Reports, Jul 19, 2018 |
India |
Rajeev Darji |
|
| 19-Jul-2018 |
Phillip Commodities India, Daily Metals and Energy Technical Trades Reports, Jul 19, 2018 |
India |
Rajeev Darji |
|
| 19-Jul-2018 |
Kotak Mahindra Bank- 1Q19 Result Review |
India |
Sujal Kumar |
|
| 19-Jul-2018 |
UltraTech Cement - Deferring price hikes to stabilize its market share - Maintain BUY (PO Rs4500) |
India |
Vaibhav Agarwal |
|
| 19-Jul-2018 |
SRF Ltd (SRF IN) - Deterioration in revenue mix remains the key concern; Upgrade to NEUTRAL with TP of Rs 1670 |
India |
Surya Patra |
|
| 18-Jul-2018 |
PATH |
India |
Anshul Bhargava |
|
| 18-Jul-2018 |
NIIT Tech 1QFY19: Strong performance; robust order flow – maintain BUY |
India |
Vibhor Singhal |
|
| 18-Jul-2018 |
Logistics Monthly volume tracker |
India |
Vikram Suryavanshi |
|
| 18-Jul-2018 |
Sintex Plastics 1QFY19 Update: Impact of prefab slowdown Maintain BUY |
India |
Vikram Suryavanshi |
|
| 18-Jul-2018 |
Daily Oilseeds & Oils Outlook Report |
India |
Rajini Panicker |
|
| 18-Jul-2018 |
Phillip Commodities India, Daily Agri. Technical Trades Reports, Jul 18, 2018 |
India |
Rajeev Darji |
|
| 18-Jul-2018 |
Phillip Commodities India, Daily Metals and Energy Technical Trades Reports, Jul 18, 2018 |
India |
Rajeev Darji |
|
| 17-Jul-2018 |
PATH |
India |
Anshul Bhargava |
|
| 17-Jul-2018 |
Phillip Commodities India, Daily Agri. Technical Trades Reports, Jul 17, 2018 |
India |
Rajeev Darji |
|
| 17-Jul-2018 |
Phillip Commodities India, Daily Metals and Energy Technical Trades Reports, Jul 17, 2018 |
India |
Rajeev Darji |
|
| 17-Jul-2018 |
Zee Q1FY19: Healthy performance continues |
India |
Vishal Gutka |
|
| 17-Jul-2018 |
Daily Cotton Update |
India |
Ashwini Bansod |
|
| 17-Jul-2018 |
Daily Weather Update |
India |
Ashwini Bansod |
|
| 17-Jul-2018 |
DCB Bank-Q1FY19 Result - Margin blues |
India |
Manish Agarwalla |
|
| 16-Jul-2018 |
PATH |
India |
Anshul Bhargava |
|
| 16-Jul-2018 |
Bajaj Corp Q1FY19: Favourable base drives volume growth |
India |
Preeyam Tolia |
|
| 16-Jul-2018 |
Inflation: WPI Surges at 5.8% in June led by fuel |
India |
Anjali Verma |
|
| 16-Jul-2018 |
Daily Weather Update |
India |
Ashwini Bansod |
|
| 16-Jul-2018 |
Phillip Commodities India, Daily Agri. Technical Trades Reports, Jul 16, 2018 |
India |
Rajeev Darji |
|
| 16-Jul-2018 |
Phillip Commodities India, Daily Metals and Energy Technical Trades Reports, Jul 16, 2018 |
India |
Rajeev Darji |
|
| 16-Jul-2018 |
Aurobindo Pharma (ARBP IN) - Apotex acquisition strengthens its EU presence; Maintain BUY with TP of Rs 820 |
India |
Surya Patra |
|
| 13-Jul-2018 |
PATH |
India |
Anshul Bhargava |
|
| 13-Jul-2018 |
Infosys 1QFY19: Decent results – but needs more to close the valuation gap |
India |
Vibhor Singhal |
|
| 12-Jul-2018 |
Cyient 1QFY19: Growth decent, margins disappoint – maintain BUY |
India |
Vibhor Singhal |
|
| 12-Jul-2018 |
CPI stable at 5.0%, IIP disappointing at 3.2% |
India |
Anjali Verma |
|
| 12-Jul-2018 |
PATH |
India |
Anshul Bhargava |
|
| 12-Jul-2018 |
Oilseeds and Oils Outlook Report |
India |
Rajini Panicker |
|
| 12-Jul-2018 |
Phillip Commodities India, Daily Agri. Technical Trades Reports, Jul 12, 2018 |
India |
Rajeev Darji |
|
| 12-Jul-2018 |
Phillip Commodities India, Daily Metals and Energy Technical Trades Reports, Jul 12, 2018 |
India |
Rajeev Darji |
|
| 12-Jul-2018 |
Daily Weather Update |
India |
Ashwini Bansod |
|
| 11-Jul-2018 |
PATH |
India |
Anshul Bhargava |
|
| 11-Jul-2018 |
Phillip Commodities India, Daily Agri. Technical Trades Reports, Jul 11, 2018 |
India |
Rajeev Darji |
|
| 11-Jul-2018 |
Phillip Commodities India, Daily Metals and Energy Technical Trades Reports, Jul 11, 2018 |
India |
Rajeev Darji |
|
| 11-Jul-2018 |
Q1FY19 Results Preview: Sign of recovery in Nifty earnings |
India |
India Research Team |
|
| 10-Jul-2018 |
PATH |
India |
Anshul Bhargava |
|
| 10-Jul-2018 |
TCS 1QFY19: Beats expectations; strong broad-based growth |
India |
Vibhor Singhal |
|
| 10-Jul-2018 |
IndusInd Bank-Q1FY19 Result - Stable Performanc |
India |
Manish Agarwalla |
|
| 10-Jul-2018 |
Oilseeds and Oils Outlook Report |
India |
Rajini Panicker |
|
| 10-Jul-2018 |
Phillip Commodities India, Daily Agri. Technical Trades Reports, Jul 10, 2018 |
India |
Rajeev Darji |
|
| 10-Jul-2018 |
Phillip Commodities India, Daily Metals and Energy Technical Trades Reports, Jul 10, 2018 |
India |
Rajeev Darji |
|
| 10-Jul-2018 |
Financials-Q1FY19 Preview - Retail Financiers continue to shine |
India |
Manish Agarwalla |
|
| 09-Jul-2018 |
PATH |
India |
Anshul Bhargava |
|
| 09-Jul-2018 |
NCC: Mass housing site visit in AP – Execution in Full Swing ! |
India |
Vibhor Singhal |
|
| 09-Jul-2018 |
GV Consumer Durable & Building Material Conference: Key takeaways |
India |
Deepak Agarwal |
|
| 09-Jul-2018 |
Phillip Commodities India, Daily Agri. Technical Trades Reports, Jul 9, 2018 |
India |
Rajeev Darji |
|
| 09-Jul-2018 |
Phillip Commodities India, Daily Metals and Energy Technical Trades Reports, Jul 9, 2018 |
India |
Rajeev Darji |
|
| 09-Jul-2018 |
Capital Goods & Engineering: Q1FY19 preview - Low base support across the board |
India |
Jonas Bhutta |
|
| 06-Jul-2018 |
PATH |
India |
Anshul Bhargava |
|
| 06-Jul-2018 |
Phillip Commodities India, Daily Agri., Technical Trades Reports, Jul 6, 2018 |
India |
Rajeev Darji |
|
| 06-Jul-2018 |
Phillip Commodities India, Daily Metals and Energy Technical Trades Reports, Jul 6, 2018 |
India |
Rajeev Darji |
|
| 06-Jul-2018 |
Specialty Chemicals- Q1FY19 preview- Better product mix to drive growth |
India |
Surya Patra |
|
| 05-Jul-2018 |
PATH |
India |
Anshul Bhargava |
|
| 05-Jul-2018 |
Oilseeds and Oils Outlook Report |
India |
Rajini Panicker |
|
| 05-Jul-2018 |
Phillip Commodities India, Daily Agri. Technical Trades Reports, Jul 5, 2018 |
India |
Rajeev Darji |
|
| 05-Jul-2018 |
Phillip Commodities India, Daily Metals and Energy Technical Trades Reports, Jul 5, 2018 |
India |
Rajeev Darji |
|
| 05-Jul-2018 |
Daily Cotton Update |
India |
Ashwini Bansod |
|
| 05-Jul-2018 |
Daily Weather Update |
India |
Ashwini Bansod |
|
| 05-Jul-2018 |
IT Services Q1FY19 Preview: Decent start to the year |
India |
Vibhor Singhal |
|
| 05-Jul-2018 |
Pharmaceuticals - Q1FY19 preview- Low base of GST and favourable currency to support growth |
India |
Surya Patra |
|
| 04-Jul-2018 |
Phillip Commodities India, Daily Agri. Technical Trades Reports, Jul 4, 2018 |
India |
Rajeev Darji |
|
| 04-Jul-2018 |
Phillip Commodities India, Daily Metals and Energy Technical Trades Reports, Jul 4, 2018 |
India |
Rajeev Darji |
|
| 04-Jul-2018 |
Capital Goods & Engineering: 1QFY19 CMIE capex: Weak new announcements/quality on a low base |
India |
Jonas Bhutta |
|
| 04-Jul-2018 |
PATH |
India |
Anshul Bhargava |
|
| 03-Jul-2018 |
TCS: Performance and valuations to continue defying gravity - Upgrade to BUY |
India |
Vibhor Singhal |
|
| 03-Jul-2018 |
Phillip Commodities India, Daily Agri. Technical Trades Reports, Jul 3, 2018 |
India |
Rajeev Darji |
|
| 03-Jul-2018 |
Phillip Commodities India, Daily Metals and Energy Technical Trades Reports, Jul 3, 2018 |
India |
Rajeev Darji |
|
| 03-Jul-2018 |
Oilseeds and Oils Outlook Report, July 03, 2018 |
India |
Rajini Panicker |
|
| 03-Jul-2018 |
PATH |
India |
Anshul Bhargava |
|
| 02-Jul-2018 |
Oilseeds and Oils Outlook Report, July 02, 2018 |
India |
Rajini Panicker |
|
| 02-Jul-2018 |
Phillip Commodities India, Daily Metals and Energy Technical Trades Reports, Jul 2, 2018 |
India |
Rajeev Darji |
|
| 02-Jul-2018 |
Phillip Commodities India, Daily Metals and Energy Technical Trades Reports, Jun 27, 2018 |
India |
Rajeev Darji |
|
| 02-Jul-2018 |
PATH |
India |
Anshul Bhargava |
|
| 29-Jun-2018 |
Phillip Commodities India, Daily Agri., Technical Trades Reports, Jun 29, 2018 |
India |
Rajeev Darji |
|
| 29-Jun-2018 |
Phillip Commodities India, Daily Metals and Energy Technical Trades Reports, Jun 29, 2018 |
India |
Rajeev Darji |
|
| 29-Jun-2018 |
PATH |
India |
Anshul Bhargava |
|
| 29-Jun-2018 |
Accenture 3QFY18: Outsourcing growth continues – positive for Indian IT |
India |
Vibhor Singhal |
|
| 28-Jun-2018 |
Phillip Commodities India, Daily Agri., Technical Trades Reports, Jun 28, 2018 |
India |
Rajeev Darji |
|
| 28-Jun-2018 |
Phillip Commodities India, Daily Metals and Energy Technical Trades Reports, Jun 28, 2018 |
India |
Rajeev Darji |
|
| 28-Jun-2018 |
PATH |
India |
Anshul Bhargava |
|
| 28-Jun-2018 |
PC India Index - Stable for May 2018 |
India |
Anjali Verma |
|
| 27-Jun-2018 |
Phillip Commodities India, Daily Agri., Technical Trades Reports, Jun 27, 2018 |
India |
Rajeev Darji |
|
| 27-Jun-2018 |
PATH |
India |
Anshul Bhargava |
|
| 27-Jun-2018 |
Bharat Dynamics Ltd (BDL IN): Risk of delays to timeline of large order flows. Neutral |
India |
Jonas Bhutta |
|
| 27-Jun-2018 |
Daily 2018 SW Monsoon Progress over key Kharif States |
India |
Ashwini Bansod |
|
| 27-Jun-2018 |
Daily Weather Update |
India |
Ashwini Bansod |
|
| 26-Jun-2018 |
Phillip Commodities India, Daily Agri., Technical Trades Reports, Jun 26, 2018 |
India |
Rajeev Darji |
|
| 26-Jun-2018 |
Phillip Commodities India, Daily Metals and Energy Technical Trades Reports, Jun 26, 2018 |
India |
Rajeev Darji |
|
| 26-Jun-2018 |
PATH |
India |
Anshul Bhargava |
|
| 25-Jun-2018 |
Oilseeds and Oils Outlook Report, June 25, 2018 |
India |
Rajini Panicker |
|
| 25-Jun-2018 |
Phillip Commodities India, Daily Agri. Technical Trades Reports, Jun 25, 2018 |
India |
Rajeev Darji |
|
| 25-Jun-2018 |
Phillip Commodities India, Daily Metals and Energy Technical Trades Reports, Jun 25, 2018 |
India |
Rajeev Darji |
|
| 25-Jun-2018 |
PATH |
India |
Anshul Bhargava |
|
| 22-Jun-2018 |
Phillip Commodities India, Daily Metals and Energy Technical Trades Reports, Jun 22, 2018 |
India |
Rajeev Darji |
|
| 22-Jun-2018 |
Phillip Commodities India, Daily Agri. Technical Trades Reports, Jun 22, 2018 |
India |
Rajeev Darji |
|
| 22-Jun-2018 |
PATH |
India |
Anshul Bhargava |
|
| 21-Jun-2018 |
Phillip Commodities India, Daily Agri. Technical Trades Reports, Jun 21, 2018 |
India |
Rajeev Darji |
|
| 21-Jun-2018 |
Phillip Commodities India, Daily Metals and Energy Technical Trades Reports, Jun 21, 2018 |
India |
Rajeev Darji |
|
| 21-Jun-2018 |
PATH |
India |
Anshul Bhargava |
|
| 20-Jun-2018 |
PATH |
India |
Anshul Bhargava |
|
| 20-Jun-2018 |
Not-so-hawkish minutes to a hawkish policy decision |
India |
Anjali Verma |
|
| 20-Jun-2018 |
Phillip Commodities India, Daily Agri. Technical Trades Reports, Jun 20, 2018 |
India |
Rajeev Darji |
|
| 20-Jun-2018 |
Phillip Commodities India, Daily Metals and Energy Technical Trades Reports, Jun 20, 2018 |
India |
Rajeev Darji |
|
| 20-Jun-2018 |
Daily Weather Update |
India |
Ashwini Bansod |
|
| 19-Jun-2018 |
RITES Ltd - IPO Note - De-risked model; low on valuations vs. peers - SUBSCRIBE |
India |
Jonas Bhutta |
|
| 19-Jun-2018 |
Phillip Commodities India, Daily Agri. Technical Trades Reports, Jun 19, 2018 |
India |
Rajeev Darji |
|
| 19-Jun-2018 |
Phillip Commodities India, Daily Metals and Energy Technical Trades Reports, Jun 19, 2018 |
India |
Rajeev Darji |
|
| 19-Jun-2018 |
Daily Weather Report |
India |
Ashwini Bansod |
|
| 18-Jun-2018 |
Phillip Commodities India, Daily Agri. Technical Trades Reports, Jun 18, 2018 |
India |
Rajeev Darji |
|
| 18-Jun-2018 |
Phillip Commodities India, Daily Metals and Energy Technical Trades Reports, Jun 18, 2018 |
India |
Rajeev Darji |
|
| 18-Jun-2018 |
Kotak Mahindra Bank - Initiating Coverage - Dial 811 for growth |
India |
Sujal Kumar |
|
| 18-Jun-2018 |
PATH |
India |
Anshul Bhargava |
|
| 15-Jun-2018 |
Phillip Commodities India, Daily Agri. Technical Trades Reports, Jun 15, 2018 |
India |
Rajeev Darji |
|
| 15-Jun-2018 |
Phillip Commodities India, Daily Metals and Energy Technical Trades Reports, Jun 15, 2018 |
India |
Rajeev Darji |
|
| 15-Jun-2018 |
PATH |
India |
Anshul Bhargava |
|
| 14-Jun-2018 |
Daily Oilseeds & Oils Outlook Report |
India |
Rajini Panicker |
|
| 14-Jun-2018 |
Phillip Commodities India, Daily Agri. Technical Trades Reports, Jun 14, 2018 |
India |
Rajeev Darji |
|
| 14-Jun-2018 |
Phillip Commodities India, Daily Metals and Energy Technical Trades Reports, Jun 14, 2018 |
India |
Rajeev Darji |
|
| 14-Jun-2018 |
PATH |
India |
Anshul Bhargava |
|
| 13-Jun-2018 |
Logistics Update - Major ports and Contianer volume tracker |
India |
Vikram Suryavanshi |
|
| 13-Jun-2018 |
Phillip Commodities India, Daily Agri. Technical Trades Reports, Jun 13, 2018 |
India |
Rajeev Darji |
|
| 13-Jun-2018 |
Phillip Commodities India, Daily Metals and Energy Technical Trades Reports, Jun 13, 2018 |
India |
Rajeev Darji |
|
| 13-Jun-2018 |
PATH |
India |
Anshul Bhargava |
|
| 12-Jun-2018 |
CPI expectedly up at 4.9%, IIP muted at 4.9% |
India |
Anjali Verma |
|
| 12-Jun-2018 |
Fed to hike rate; ECB could give clues on taper plan; BoJ on hold |
India |
Anjali Verma |
|
| 12-Jun-2018 |
Phillip Commodities India, Daily Agri. Technical Trades Reports, Jun 12, 2018 |
India |
Rajeev Darji |
|
| 12-Jun-2018 |
Phillip Commodities India, Daily Metals and Energy Technical Trades Reports, Jun 12, 2018 |
India |
Rajeev Darji |
|
| 12-Jun-2018 |
Daily Weather Update |
India |
Ashwini Bansod |
|
| 12-Jun-2018 |
PATH |
India |
Anshul Bhargava |
|
| 11-Jun-2018 |
Oilseeds and Oils Outlook Report |
India |
Rajini Panicker |
|
| 11-Jun-2018 |
Phillip Commodities India, Daily Agri. Technical Trades Reports, Jun 11, 2018 |
India |
Rajeev Darji |
|
| 11-Jun-2018 |
Phillip Commodities India, Daily Metals and Energy Technical Trades Reports, Jun 11, 2018 |
India |
Rajeev Darji |
|
| 11-Jun-2018 |
PATH |
India |
Anshul Bhargava |
|
| 08-Jun-2018 |
PATH |
India |
Anshul Bhargava |
|
| 08-Jun-2018 |
Daily Cotton Update |
India |
Ashwini Bansod |
|
| 08-Jun-2018 |
Daily Weather Update |
India |
Ashwini Bansod |
|
| 07-Jun-2018 |
PATH |
India |
Anshul Bhargava |
|
| 07-Jun-2018 |
Infrastructure: The ‘order-book-keeper’ - Onto execution now !! |
India |
Vibhor Singhal |
|
| 07-Jun-2018 |
Daily Oilseeds & Oils Outlook Report |
India |
Rajini Panicker |
|
| 07-Jun-2018 |
Phillip Commodities India, Daily Agri. Technical Trades Reports, Jun 7, 2018 |
India |
Rajeev Darji |
|
| 07-Jun-2018 |
Phillip Commodities India, Daily Metals and Energy Technical Trades Reports, Jun 7, 2018 |
India |
Rajeev Darji |
|
| 07-Jun-2018 |
Daily Weather Update |
India |
Ashwini Bansod |
|
| 06-Jun-2018 |
PATH |
India |
Anshul Bhargava |
|
| 06-Jun-2018 |
Phillip Commodities India, Daily Agri. Technical Trades Reports, Jun 6, 2018 |
India |
Rajeev Darji |
|
| 06-Jun-2018 |
Phillip Commodities India, Daily Metals and Energy Technical Trades Reports, Jun 6, 2018 |
India |
Rajeev Darji |
|
| 06-Jun-2018 |
Monetary Policy: An unexpected rate hike, more uncertainty ahead |
India |
Anjali Verma |
|
| 06-Jun-2018 |
Annual Ground View Conference India - Key takeaways |
India |
India Research Team |
|
| 05-Jun-2018 |
PATH |
India |
Anshul Bhargava |
|
| 05-Jun-2018 |
Biocon - Pegfilgrastim approval powers biosimilar visibility |
India |
Surya Patra |
|
| 05-Jun-2018 |
Daily Weather Update |
India |
Ashwini Bansod |
|
| 05-Jun-2018 |
Phillip Commodities India, Daily Agri. Technical Trades Reports, Jun 5, 2018 |
India |
Rajeev Darji |
|
| 05-Jun-2018 |
Phillip Commodities India, Daily Metals and Energy Technical Trades Reports, Jun 5, 2018 |
India |
Rajeev Darji |
|
| 05-Jun-2018 |
Monetary Policy Preview: Expected to be on hold |
India |
Anjali Verma |
|
| 05-Jun-2018 |
CG Power (CGPOWER IN) Q4FY18 : Stress continues on loss-funding of discontinued operations |
India |
Jonas Bhutta |
|
| 04-Jun-2018 |
PATH |
India |
Anshul Bhargava |
|
| 04-Jun-2018 |
Jubilant Foodworks : Focus shifts to revenue maximization from cost optimization |
India |
Vishal Gutka |
|
| 04-Jun-2018 |
Bharat Dynamics Ltd (BDL IN): 4QFY18 result review - We wait for orderbook expansion to play out |
India |
Jonas Bhutta |
|
| 04-Jun-2018 |
Daily Oilseeds & Oils Outlook Report |
India |
Rajini Panicker |
|
| 04-Jun-2018 |
Phillip Commodities India, Daily Agri. Technical Trades Reports, Jun 4, 2018 |
India |
Rajeev Darji |
|
| 04-Jun-2018 |
Phillip Commodities India, Daily Metals and Energy Technical Trades Reports, Jun 4, 2018 |
India |
Rajeev Darji |
|
| 04-Jun-2018 |
Daily Weather Update |
India |
Ashwini Bansod |
|
| 04-Jun-2018 |
Cummins India (KKC IN) : Analyst meet takeaways |
India |
Jonas Bhutta |
|
| 01-Jun-2018 |
PATH |
India |
Anshul Bhargava |
|
| 01-Jun-2018 |
Phillip Commodities India, Daily Agri. Technical Trades Reports, Jun 1, 2018 |
India |
Rajeev Darji |
|
| 01-Jun-2018 |
Phillip Commodities India, Daily Metals and Energy Technical Trades Reports, Jun 1, 2018 |
India |
Rajeev Darji |
|
| 01-Jun-2018 |
V-Guard Industries Ltd (Neutral; TP: 216) 4QFY18: Higher Advertisement spend: Impacted margins |
India |
Deepak Agarwal |
|
| 01-Jun-2018 |
KNR Constr 4QFY18: Strong results; Near term outlook weak – Downgrade to NEUTRAL |
India |
Vibhor Singhal |
|
| 01-Jun-2018 |
IPCA Laboratories - Set for operational improvement despite plant issues |
India |
Surya Patra |
|
| 01-Jun-2018 |
Cochin Shipyard Ltd (COCHIN IN) Q4FY18: Strong end to the FY18; FY19 outlook equally robust |
India |
Jonas Bhutta |
|
| 01-Jun-2018 |
Daily Weather Update |
India |
Ashwini Bansod |
|
| 31-May-2018 |
PATH |
India |
Anshul Bhargava |
|
| 31-May-2018 |
JKumar Infra 4QFY18: Inline results; Strong results; Tepid guidance – maintain NEUTRAL |
India |
Vibhor Singhal |
|
| 31-May-2018 |
Ahluwalia Contracts 4QFY18: Inline results; Bright Outlook – Maintain BUY |
India |
Vibhor Singhal |
|
| 31-May-2018 |
Q4FY18 GDP: Ahead of expectation; supported by favourable base; GFCF strong |
India |
Anjali Verma |
|
| 31-May-2018 |
Daily Cotton Update |
India |
Ashwini Bansod |
|
| 31-May-2018 |
Phillip Commodities India, Daily Agri. Technical Trades Reports, May 31, 2018 |
India |
Rajeev Darji |
|
| 31-May-2018 |
Phillip Commodities India, Daily Metals and Energy Technical Trades Reports, May 31, 2018 |
India |
Rajeev Darji |
|
| 31-May-2018 |
Daily Weather Update |
India |
Ashwini Bansod |
|
| 30-May-2018 |
PATH |
India |
Anshul Bhargava |
|
| 30-May-2018 |
Sadbhav Engg 4QFY18: Inline results, lacklustre guidance |
India |
Vibhor Singhal |
|
| 30-May-2018 |
Ashoka Buildcon 4QFY18: Results broadly inline; Record orders to boost growth |
India |
Vibhor Singhal |
|
| 30-May-2018 |
Finolex Cables Ltd (BUY; TP: 760) 4QFY18: Numbers in line, improvement in volume |
India |
Deepak Agarwal |
|
| 30-May-2018 |
Italy Concerns: Not a contagion, yet |
India |
Anjali Verma |
|
| 30-May-2018 |
Glenmark Pharma - Growth challenges in US create margin concerns; NEUTRAL with TP of Rs 570 |
India |
Surya Patra |
|
| 30-May-2018 |
BHEL (BHEL IN) Q4FY18: Elevated provisions and taxes led to the disappointment |
India |
Jonas Bhutta |
|
| 30-May-2018 |
Bharat Electronics (BHE IN) Q4FY18: Testing times should be short lived; maintain Buy |
India |
Jonas Bhutta |
|
| 30-May-2018 |
Phillip Commodities India, Daily Agri. Technical Trades Reports, May 30, 2018 |
India |
Rajeev Darji |
|
| 30-May-2018 |
Phillip Commodities India, Daily Metals and Energy Technical Trades Reports, May 30, 2018 |
India |
Rajeev Darji |
|
| 30-May-2018 |
Daily Weather Update |
India |
Ashwini Bansod |
|
| 29-May-2018 |
PATH |
India |
Anshul Bhargava |
|
| 29-May-2018 |
GE T&D India (GETD IN): 4QFY18 result review: Growth challenges should continue to weigh on valuations |
India |
Jonas Bhutta |
|
| 29-May-2018 |
Aurobindo Pharma - Comforted by stable US outlook; BUY with TP of Rs 820 |
India |
Surya Patra |
|
| 29-May-2018 |
Phillip Commodities India, Daily Agri Technical Trades Reports, May 29, 2018 |
India |
Rajeev Darji |
|
| 29-May-2018 |
Phillip Commodities India, Daily Metals and Energy Technical Trades Reports, May 29, 2018 |
India |
Rajeev Darji |
|
| 29-May-2018 |
Aurobindo Pharma - Comforted by stable US outlook; BUY with TP of Rs 820 |
India |
Surya Patra |
|
| 29-May-2018 |
Engineers India (ENGR IN) Q4FY18: Peaking orderbook and earnings cap upside to valuations |
India |
Jonas Bhutta |
|
| 29-May-2018 |
Larsen & Toubro (LT IN) Q4FY18: In line results; current orders momentum is a positive |
India |
Jonas Bhutta |
|
| 28-May-2018 |
PATH |
India |
Anshul Bhargava |
|
| 28-May-2018 |
BOB Q4FY18 - Core performance also disappoints |
India |
Manish Agarwalla |
|
| 28-May-2018 |
Cadila Healthcare -Stable outlook for US but cautious on margins; NEUTRAL with TP of Rs 430 |
India |
Surya Patra |
|
| 28-May-2018 |
VRL Logistics 4QFY18 Update: Recovery in volume and realisations Maintain Neutral |
India |
Deepak Agarwal |
|
| 28-May-2018 |
Thangamayil Jewellery: Entering a golden era - Initiating with BUY |
India |
Vishal Gutka |
|
| 28-May-2018 |
Meghmani Organics (MEGH IN) - In-line result; Strong growth outlook intact; Maintain BUY with TP Rs 155 |
India |
Surya Patra |
|
| 28-May-2018 |
Daily Cotton Update |
India |
Ashwini Bansod |
|
| 28-May-2018 |
Phillip Commodities India, Daily Agri. Technical Trades Reports, May 28, 2018 |
India |
Rajeev Darji |
|
| 28-May-2018 |
Phillip Commodities India, Daily Metals and Energy Technical Trades Reports, May 28, 2018 |
India |
Rajeev Darji |
|
| 27-May-2018 |
Divi’s Laboratories - Weak margin guidance concerns; Downgrade to NEUTRAL: |
India |
Surya Patra |
|
| 27-May-2018 |
Camlin Fine Sciences - Q4 result marks the financial turnaround; Maintain BUY with TP Rs 180 |
India |
Surya Patra |
|
| 25-May-2018 |
PATH |
India |
Anshul Bhargava |
|
| 25-May-2018 |
Sun Pharma (SUNP IN) - Concerned by operational challenges in US; NEUTRAL with TP of Rs 525 |
India |
Surya Patra |
|
| 25-May-2018 |
TechM 4QFY18: Decent results; underlying fundamentals remain weak |
India |
Vibhor Singhal |
|
| 25-May-2018 |
Cummins India (KKC IN) 4QFY18 result review: Dismal performance in 4Q; and FY19 guidance is not exciting |
India |
Jonas Bhutta |
|
| 25-May-2018 |
PNC Infratech 4QFY18: On the perfect pedestal, for a strong FY19 |
India |
Vibhor Singhal |
|
| 25-May-2018 |
Weekly Sugar Update |
India |
Ashwini Bansod |
|
| 25-May-2018 |
Daily Cotton Update |
India |
Ashwini Bansod |
|
| 25-May-2018 |
Phillip Commodities India, Daily Agri. Technical Trades Reports, May 25, 2018 |
India |
Rajeev Darji |
|
| 25-May-2018 |
Phillip Commodities India, Daily Metals and Energy Technical Trades Reports, May 25, 2018 |
India |
Rajeev Darji |
|
| 24-May-2018 |
PATH |
India |
Anshul Bhargava |
|
| 24-May-2018 |
NCC 4QFY18: Decent results; Bright Outlook – Maintain BUY |
India |
Vibhor Singhal |
|
| 24-May-2018 |
L&T Infotech 4QFY18: Stellar performance, valuations remain expensive |
India |
Vibhor Singhal |
|
| 24-May-2018 |
Allcargo Logistics 4QFY18: In expansion mode Maintian BUY |
India |
Vikram Suryavanshi |
|
| 24-May-2018 |
Bajaj Electricals Ltd (BUY; TP:660) 4QFY18: Strong execution in E&P, CD growth trajectory has begun |
India |
Deepak Agarwal |
|
| 24-May-2018 |
Phillip Commodities India, Daily Agri. Technical Trades Reports, May 23, 2018 |
India |
Rajeev Darji |
|
| 24-May-2018 |
Phillip Commodities India, Daily Metals and Energy Technical Trades Reports, May 24, 2018 |
India |
Rajeev Darji |
|
| 23-May-2018 |
PATH |
India |
Anshul Bhargava |
|
| 23-May-2018 |
Dr Reddy’s Laboratories - Delay in key approvals and plants clearance hurts; NEUTRAL with TP of Rs 2150 |
India |
Surya Patra |
|
| 23-May-2018 |
Cipla - Weak quarter; hopes for improved performance ahead; NEUTRAL with TP of Rs 580 |
India |
Surya Patra |
|
| 23-May-2018 |
Phillip Commodities India, Daily Agri. Technical Trades Reports, May 23, 2018 |
India |
Rajeev Darji |
|
| 23-May-2018 |
Phillip Commodities India, Daily Metals and Energy Technical Trades Reports, May 23, 2018 |
India |
Rajeev Darji |
|
| 22-May-2018 |
LTTS 4QFY18: Stellar performance, valuations remain expensive |
India |
Vibhor Singhal |
|
| 22-May-2018 |
PATH |
India |
Anshul Bhargava |
|
| 22-May-2018 |
SBI Q4FY18 - Pains of legacy |
India |
Manish Agarwalla |
|
| 22-May-2018 |
Navkar Corporation 4QFY18: Traction at Vapi Maintain BUY |
India |
Vikram Suryavanshi |
|
| 22-May-2018 |
Oil Prices and Macros (II): The Sensitivity Analysis |
India |
Anjali Verma |
|
| 22-May-2018 |
Pennar Industries 4QFY18: Hope on the horizon Maintain BUY |
India |
Vikram Suryavanshi |
|
| 22-May-2018 |
Daily Cotton Update |
India |
Ashwini Bansod |
|
| 22-May-2018 |
Phillip Commodities India, Daily Agri. Technical Trades Reports, May 22, 2018 |
India |
Rajeev Darji |
|
| 22-May-2018 |
Phillip Commodities India, Daily Metals and Energy Technical Trades Reports, May 22, 2018 |
India |
Rajeev Darji |
|
| 21-May-2018 |
PATH |
India |
Anshul Bhargava |
|
| 21-May-2018 |
Pennar Industries 4QFY18: Hope on the horizon Maintain BUY |
India |
Vikram Suryavanshi |
|
| 21-May-2018 |
Thermax (TMX IN) Q4FY18: Healthy orderbook overshadowed a forgettable quarter |
India |
Jonas Bhutta |
|
| 21-May-2018 |
Phillip Commodities India, Daily Agri. Technical Trades Reports, May 21, 2018 |
India |
Rajeev Darji |
|
| 21-May-2018 |
Phillip Commodities India, Daily Metals and Energy Technical Trades Reports, May 21, 2018 |
India |
Rajeev Darji |
|
| 21-May-2018 |
Daily Cotton Update |
India |
Ashwini Bansod |
|
| 18-May-2018 |
PATH |
India |
Anshul Bhargava |
|
| 18-May-2018 |
Manappuram Finance Q4FY18 - Operating performance was below expectation |
India |
Pradeep Agrawal |
|
| 18-May-2018 |
KEI Industries Ltd (BUY; TP:490) 4QFY18: Strong execution; growth momentum continue |
India |
Deepak Agarwal |
|
| 18-May-2018 |
Gateway Distriparks - 4QFY18 Update: Long road to recovery Maintain BUY |
India |
Vikram Suryavanshi |
|
| 18-May-2018 |
SRF Ltd - No visible recovery in Fluoro-specialty; Downgrade to SELL |
India |
Surya Patra |
|
| 18-May-2018 |
Oilseeds and Oils Outlook Report, May 18, 2018 |
India |
Rajini Panicker |
|
| 18-May-2018 |
Phillip Commodities India, Daily Agri. Technical Trades Reports, May 18, 2018 |
India |
Rajeev Darji |
|
| 18-May-2018 |
Phillip Commodities India, Daily Metals and Energy Technical Trades Reports, May 18, 2018 |
India |
Rajeev Darji |
|
| 17-May-2018 |
PATH |
India |
Anshul Bhargava |
|
| 17-May-2018 |
Voltas Limited (VOLT IN) 4QFY18: Higher margins offset weak revenues |
India |
Jonas Bhutta |
|
| 17-May-2018 |
Praj Industries 4QFY18: New biofuel policy to support growth Maintain BUY |
India |
Vikram Suryavanshi |
|
| 17-May-2018 |
Muthoot Finance Q4FY18 - Operating performance in line; asset quality deteriorates |
India |
Pradeep Agrawal |
|
| 17-May-2018 |
Daily Oilseeds & Oils Outlook Report |
India |
Rajini Panicker |
|
| 17-May-2018 |
Phillip Commodities India, Daily Agri. Technical Trades Reports, May 17, 2018 |
India |
Rajeev Darji |
|
| 17-May-2018 |
Phillip Commodities India, Daily Metals and Energy Technical Trades Reports, May 17, 2018 |
India |
Rajeev Darji |
|
| 16-May-2018 |
PATH |
India |
Anshul Bhargava |
|
| 16-May-2018 |
Phillip Commodities India, Daily Agri. Technical Trades Reports, May 16, 2018 |
India |
Rajeev Darji |
|
| 16-May-2018 |
Phillip Commodities India, Daily Metals and Energy Technical Trades Reports, May 16, 2018 |
India |
Rajeev Darji |
|
| 16-May-2018 |
Logistics Update - Major ports and container volume tracker |
India |
Vikram Suryavanshi |
|
| 16-May-2018 |
KDDL 4QFY18 - Strong Performance Maintain Neutral |
India |
Deepak Agarwal |
|
| 16-May-2018 |
Lupin (LPC IN) - US business continues to remain sluggish; NEUTRAL with TP of Rs 820 |
India |
Surya Patra |
|
| 15-May-2018 |
KEC International (KECI IN)- Q4FY18 result review: Near term cap on margins and working capital improvement |
India |
Jonas Bhutta |
|
| 15-May-2018 |
Weekly Maize Update |
India |
Ashwini Bansod |
|
| 15-May-2018 |
Phillip Commodities India, Daily Agri. Technical Trades Reports, May 15, 2018 |
India |
Rajeev Darji |
|
| 15-May-2018 |
Phillip Commodities India, Daily Metals and Energy Technical Trades Reports, May 15, 2018 |
India |
Rajeev Darji |
|
| 15-May-2018 |
Aarti Industries (ARTO IN) - Guides for volume and value growth in FY19; BUY with TP of Rs 1400 |
India |
Surya Patra |
|
| 15-May-2018 |
PATH |
India |
Anshul Bhargava |
|
| 14-May-2018 |
Inflation: Food and Core Inflation Impacts Headline CPI/WPI |
India |
Anjali Verma |
|
| 14-May-2018 |
PATH |
India |
Anshul Bhargava |
|
| 14-May-2018 |
Daily Cotton Update |
India |
Ashwini Bansod |
|
| 14-May-2018 |
Weekly Chana Update |
India |
Ashwini Bansod |
|
| 14-May-2018 |
Phillip Commodities India, Daily Agri. Technical Trades Reports, May 14, 2018 |
India |
Rajeev Darji |
|
| 14-May-2018 |
Phillip Commodities India, Daily Metals and Energy Technical Trades Reports, May 14, 2018 |
India |
Rajeev Darji |
|
| 14-May-2018 |
Havells India Ltd (Neutral; TP:610) 4QFY18: Product mix resulted in growth & improved profitability |
India |
Deepak Agarwal |
|
| 14-May-2018 |
Industrial Output: Below expectation at 4.4% on high base |
India |
Anjali Verma |
|
| 14-May-2018 |
Pharmaceuticals - Trump’s remarks suggests drug price challenges to persist |
India |
Surya Patra |
|
| 14-May-2018 |
Vinati Organics - Global leadership in key products drive growth; Raised TP to Rs 1050 |
India |
Surya Patra |
|
| 11-May-2018 |
PATH |
India |
Anshul Bhargava |
|
| 11-May-2018 |
Parag Milk Foods Q4FY18: Upped the ante |
India |
Vishal Gutka |
|
| 11-May-2018 |
ITD Cementation 1QCY18: The volatility in performance continues; Maintain SELL |
India |
Vibhor Singhal |
|
| 11-May-2018 |
Weekly Sugar Update |
India |
Ashwini Bansod |
|
| 11-May-2018 |
Daily Oilseeds and Oils Outlook Report, May 11, 2018 |
India |
Rajini Panicker |
|
| 11-May-2018 |
Indostar Capital Finance IPO Note- Execution is the key - Subscribe |
India |
Pradeep Agrawal |
|
| 11-May-2018 |
Phillip Commodities India, Daily Agri. Technical Trades Reports, May 11, 2018 |
India |
Rajeev Darji |
|
| 11-May-2018 |
Phillip Commodities India, Daily Metals and Energy Technical Trades Reports, May 11, 2018 |
India |
Rajeev Darji |
|
| 10-May-2018 |
PATH |
India |
Anshul Bhargava |
|
| 10-May-2018 |
Zee Q4FY18: Healthy performance continues |
India |
Vishal Gutka |
|
| 10-May-2018 |
Titan Q4FY18: Glittering performance |
India |
Vishal Gutka |
|
| 10-May-2018 |
Magma Fincorp Q4FY18 - Asset-quality surprises positively |
India |
Pradeep Agrawal |
|
| 10-May-2018 |
Sintex Plastics Technology 4QFY18 - Weakness persists Maintian BUY |
India |
Vikram Suryavanshi |
|
| 10-May-2018 |
Phillip Commodities India, Daily Agri. Technical Trades Reports, May 10, 2018 |
India |
Rajeev Darji |
|
| 10-May-2018 |
Phillip Commodities India, Daily Metals and Energy Technical Trades Reports, May 10, 2018 |
India |
Rajeev Darji |
|
| 10-May-2018 |
Daily Cotton Update |
India |
Ashwini Bansod |
|
| 09-May-2018 |
PATH |
India |
Anshul Bhargava |
|
| 09-May-2018 |
Phillip Commodities India, Daily Agri. Technical Trades Reports, May 9, 2018 |
India |
Rajeev Darji |
|
| 09-May-2018 |
Phillip Commodities India, Daily Metals and Energy Technical Trades Reports, May 9, 2018 |
India |
Rajeev Darji |
|
| 09-May-2018 |
ABB India (ABB IN) Q1CY18: Result is below expectations |
India |
Jonas Bhutta |
|
| 09-May-2018 |
Godrej Consumer Q4FY18:Future growth to be broad-based |
India |
Vishal Gutka |
|
| 09-May-2018 |
Orient Electric Ltd (TP: 190) 4QFY18: Superior Product Mix ? Strong operating performance |
India |
Deepak Agarwal |
|
| 09-May-2018 |
SW Monsoon 2018 - Preview |
India |
Ashwini Bansod |
|
| 09-May-2018 |
Daily Cotton Update |
India |
Ashwini Bansod |
|
| 08-May-2018 |
PATH |
India |
Anshul Bhargava |
|
| 08-May-2018 |
Jubilant Foodworks Q4FY18: Blockbuster performance continues |
India |
Vishal Gutka |
|
| 08-May-2018 |
Oil Prices and Macros: The de-stabilizing factor |
India |
Anjali Verma |
|
| 08-May-2018 |
Phillip Commodities: Oilseeds and Oils Outlook Report, May 08, 2018 |
India |
Rajini Panicker |
|
| 08-May-2018 |
Phillip Commodities India, Daily Agri. Technical Trades Reports, May 8, 2018 |
India |
Rajeev Darji |
|
| 08-May-2018 |
Phillip Commodities India, Daily Metals and Energy Technical Trades Reports, May 8, 2018 |
India |
Rajeev Darji |
|
| 08-May-2018 |
Indo Count 4QFY18: Results below estimates Maintain BUY |
India |
Vikram Suryavanshi |
|
| 08-May-2018 |
ICICI Bank Q4FY18 - Clean up quarter - Maintain Buy |
India |
Manish Agarwalla |
|
| 07-May-2018 |
PATH |
India |
Anshul Bhargava |
|
| 07-May-2018 |
Phillip Commodities India, Daily Agri. Technical Trades Reports, May 7, 2018 |
India |
Rajeev Darji |
|
| 07-May-2018 |
Phillip Commodities India, Daily Metals and Energy Technical Trades Reports, May 7, 2018 |
India |
Rajeev Darji |
|
| 07-May-2018 |
Atul Ltd (ATLP IN) - Hurt by price competition and weak subsidiaries; NEUTRAL with TP of Rs 2980 |
India |
Surya Patra |
|
| 06-May-2018 |
NIIT Tech 4QFY18: Strong results, bright outlook; maintain BUY |
India |
Vibhor Singhal |
|
| 05-May-2018 |
HCC 4QFY18: Lavasa developments to drive the stock price |
India |
Vibhor Singhal |
|
| 04-May-2018 |
PATH |
India |
Anshul Bhargava |
|
| 04-May-2018 |
Adani Ports 4QFY18: Weak end to a forgettable year; Outlook remains bright |
India |
Vibhor Singhal |
|
| 04-May-2018 |
Uniply Industries Ltd: In a new avatar - Initiating with BUY |
India |
Deepak Agarwal |
|
| 04-May-2018 |
IRB Infra 4QFY18: Results inline; Outlook doesn’t appear exciting |
India |
Vibhor Singhal |
|
| 04-May-2018 |
Orient Paper & Industries Ltd (BUY; TP: 54) 4QFY18: Strong operating performance driven by healthy volumes |
India |
Deepak Agarwal |
|
| 04-May-2018 |
Daily Cotton Update |
India |
Ashwini Bansod |
|
| 04-May-2018 |
Phillip Commodities India, Daily Agri. Technical Trades Reports, May 4, 2018 |
India |
Rajeev Darji |
|
| 04-May-2018 |
Phillip Commodities India, Daily Metals and Energy Technical Trades Reports, May 4, 2018 |
India |
Rajeev Darji |
|
| 03-May-2018 |
PATH |
India |
Anshul Bhargava |
|
| 03-May-2018 |
Emami Q4FY18: Not out of woods yet |
India |
Vishal Gutka |
|
| 03-May-2018 |
Daily Oilseeds & Oils Outlook Report |
India |
Rajini Panicker |
|
| 03-May-2018 |
Daily Cotton Update |
India |
Ashwini Bansod |
|
| 03-May-2018 |
Phillip Commodities India, Daily Agri. Technical Trades Reports, May 3, 2018 |
India |
Rajeev Darji |
|
| 03-May-2018 |
Phillip Commodities India, Daily Metals and Energy Technical Trades Reports, May 3, 2018 |
India |
Rajeev Darji |
|
| 02-May-2018 |
HCL Tech 4QFY18: Slightly below expectations; Valuations remain attractive |
India |
Vibhor Singhal |
|
| 02-May-2018 |
Meghmani Organics Ltd- Stake buyback in subsidiary adds >20% incremental earnings |
India |
Surya Patra |
|
| 02-May-2018 |
Concor 4QFY18 Results update: Strong recovery in domestic business Maintain BUY. |
India |
Vikram Suryavanshi |
|
| 02-May-2018 |
PATH |
India |
Anshul Bhargava |
|
| 30-Apr-2018 |
PATH |
India |
Anshul Bhargava |
|
| 30-Apr-2018 |
Stress on Power - Selectiveness should pay |
India |
Manish Agarwalla |
|
| 30-Apr-2018 |
Phillip Commodities India, Daily Agri. Technical Trades Reports, Apr 30, 2018 |
India |
Rajeev Darji |
|
| 30-Apr-2018 |
Phillip Commodities India, Daily Metals and Energy Technical Trades Reports, Apr 30, 2018 |
India |
Rajeev Darji |
|
| 30-Apr-2018 |
Daily Cotton Update |
India |
Ashwini Bansod |
|
| 30-Apr-2018 |
Biocon: Biosimilar opportunity remains robust |
India |
Surya Patra |
|
| 27-Apr-2018 |
PATH |
India |
Anshul Bhargava |
|
| 27-Apr-2018 |
Bajaj Corp Q4FY18: Growth in core brand remains a challenge |
India |
Vishal Gutka |
|
| 27-Apr-2018 |
Agro Tech Foods Q4FY18: Will edible oil see light at the end of the tunnel? |
India |
Vishal Gutka |
|
| 27-Apr-2018 |
Axis Bank Q4FY18 - A clean-up quarter |
India |
Manish Agarwalla |
|
| 27-Apr-2018 |
Shriram City Union Finance Q4FY18 - Operating performance below expectation |
India |
Pradeep Agrawal |
|
| 27-Apr-2018 |
Global monetary policy stance: Except Fed, others to stay put |
India |
Anjali Verma |
|
| 27-Apr-2018 |
IT Services: Currency tailwind to further boost the momentum |
India |
Vibhor Singhal |
|
| 27-Apr-2018 |
Shriram Transport Finance Q4FY18 - Strong growth drives operating performance |
India |
Pradeep Agrawal |
|
| 27-Apr-2018 |
Weekly Sugar Update |
India |
Ashwini Bansod |
|
| 27-Apr-2018 |
Phillip Commodities India, Daily Agri. Technical Trades Reports, Apr 27, 2018 |
India |
Rajeev Darji |
|
| 27-Apr-2018 |
Phillip Commodities India, Daily Metals and Energy Technical Trades Reports, Apr 27, 2018 |
India |
Rajeev Darji |
|
| 26-Apr-2018 |
PATH |
India |
Anshul Bhargava |
|
| 26-Apr-2018 |
M&M Financial Services Q4FY18 - Asset-quality improvement surprises positively |
India |
Pradeep Agrawal |
|
| 26-Apr-2018 |
Daily Cotton Update |
India |
Ashwini Bansod |
|
| 26-Apr-2018 |
Phillip Commodities India, Daily Agri. Technical Trades Reports, Apr 26, 2018 |
India |
Rajeev Darji |
|
| 26-Apr-2018 |
Phillip Commodities India, Daily Metals and Energy Technical Trades Reports, Apr 26, 2018 |
India |
Rajeev Darji |
|
| 25-Apr-2018 |
PATH |
India |
Anshul Bhargava |
|
| 25-Apr-2018 |
Wipro 4QFY18: Disappointing performance, risk-reward remains attractive |
India |
Vibhor Singhal |
|
| 25-Apr-2018 |
LIC Housing Finance Q4FY18 -In-line performance – BUY (Maintain) |
India |
Manish Agarwalla |
|
| 25-Apr-2018 |
Daily Cotton Update |
India |
Ashwini Bansod |
|
| 25-Apr-2018 |
Phillip Commodities India, Daily Agri. Technical Trades Reports, Apr 25, 2018 |
India |
Rajeev Darji |
|
| 25-Apr-2018 |
Phillip Commodities India, Daily Metals and Energy Technical Trades Reports, Apr 25, 2018 |
India |
Rajeev Darji |
|
| 24-Apr-2018 |
PATH |
India |
Anshul Bhargava |
|
| 24-Apr-2018 |
Weekly Maize Update |
India |
Ashwini Bansod |
|
| 24-Apr-2018 |
Cholamandalam Finance Q4FY18 - Strong all-round performance |
India |
Pradeep Agrawal |
|
| 24-Apr-2018 |
Daily Oilseeds and Oils Outlook Report, April 24, 2018 |
India |
Rajini Panicker |
|
| 24-Apr-2018 |
Phillip Commodities India, Daily Agri. Technical Trades Reports, Apr 24, 2018 |
India |
Rajeev Darji |
|
| 24-Apr-2018 |
Phillip Commodities India, Daily Metals and Energy Technical Trades Reports, Apr 24, 2018 |
India |
Rajeev Darji |
|
| 23-Apr-2018 |
HDFC Bank Q4FY18 - Quality performance |
India |
Manish Agarwalla |
|
| 23-Apr-2018 |
Daily Oilseeds & Oils Outlook Report |
India |
Rajini Panicker |
|
| 23-Apr-2018 |
Weekly Chana Update |
India |
Ashwini Bansod |
|
| 23-Apr-2018 |
Daily Cotton Update |
India |
Ashwini Bansod |
|
| 23-Apr-2018 |
Phillip Commodities India, Daily Agri. Technical Trades Reports, Apr 23, 2018 |
India |
Rajeev Darji |
|
| 23-Apr-2018 |
Phillip Commodities India, Daily Metals and Energy Technical Trades Reports, Apr 23, 2018 |
India |
Rajeev Darji |
|
| 23-Apr-2018 |
PATH |
India |
Anshul Bhargava |
|
| 20-Apr-2018 |
PATH |
India |
Anshul Bhargava |
|
| 20-Apr-2018 |
Weekly Sugar Report |
India |
Ashwini Bansod |
|
| 20-Apr-2018 |
Phillip Commodities India, Daily Agri. Technical Trades Reports, Apr 20, 2018 |
India |
Rajeev Darji |
|
| 20-Apr-2018 |
Phillip Commodities India, Daily Metals and Energy Technical Trades Reports, Apr 20, 2018 |
India |
Rajeev Darji |
|
| 19-Apr-2018 |
PATH |
India |
Anshul Bhargava |
|
| 19-Apr-2018 |
IndusInd Bank Q4FY18 - Divergence weakens asset quality slightly but not worrisome |
India |
Manish Agarwalla |
|
| 19-Apr-2018 |
TCS 4QFY18: Decent results, Valuations expensive |
India |
Vibhor Singhal |
|
| 19-Apr-2018 |
MPC Minutes: Surprisingly hawkish minutes vs. a dovish policy |
India |
Anjali Verma |
|
| 19-Apr-2018 |
Daily Cotton |
India |
Ashwini Bansod |
|
| 19-Apr-2018 |
Phillip Commodities India, Daily Agri. Technical Trades Reports, Apr 19, 2018 |
India |
Rajeev Darji |
|
| 19-Apr-2018 |
Phillip Commodities India, Daily Metals and Energy Technical Trades Reports, Apr 19, 2018 |
India |
Rajeev Darji |
|
| 18-Apr-2018 |
PATH |
India |
Anshul Bhargava |
|
| 18-Apr-2018 |
Daily Cotton Report |
India |
Ashwini Bansod |
|
| 18-Apr-2018 |
Phillip Commodities India, Daily Agri. Technical Trades Reports, Apr 18, 2018 |
India |
Rajeev Darji |
|
| 18-Apr-2018 |
Phillip Commodities India, Daily Metals and Energy Technical Trades Reports, Apr 18, 2018 |
India |
Rajeev Darji |
|
| 17-Apr-2018 |
PATH |
India |
Anshul Bhargava |
|
| 17-Apr-2018 |
Weekly Maize Report, Apr 17, 2018 |
India |
Ashwini Bansod |
|
| 17-Apr-2018 |
Phillip Commodities India, Daily Agri. Technical Trades Reports, Apr 17, 2018 |
India |
Rajeev Darji |
|
| 17-Apr-2018 |
Phillip Commodities India, Daily Metals and Energy Technical Trades Reports, Apr 17, 2018 |
India |
Rajeev Darji |
|
| 16-Apr-2018 |
PATH |
India |
Anshul Bhargava |
|
| 16-Apr-2018 |
DCB Bank Q4FY18 - Strong performance overall - |
India |
Manish Agarwalla |
|
| 16-Apr-2018 |
Oilseeds and Oils Outlook Report, April 16, 2018 |
India |
Rajini Panicker |
|
| 16-Apr-2018 |
Daily Cotton Report |
India |
Ashwini Bansod |
|
| 16-Apr-2018 |
Takeaways from Defence Expo 2018 - High on ambition, low on finance |
India |
Jonas Bhutta |
|
| 16-Apr-2018 |
Phillip Commodities India, Daily Agri., Technical Trades Reports, Apr 16, 2018 |
India |
Rajeev Darji |
|
| 16-Apr-2018 |
Phillip Commodities India, Daily Metals and Energy Technical Trades Reports, Apr 16, 2018 |
India |
Rajeev Darji |
|
| 13-Apr-2018 |
PATH |
India |
Anshul Bhargava |
|
| 13-Apr-2018 |
Infosys 4QFY18: Decent results, marred by weak margin guidance |
India |
Vibhor Singhal |
|
| 13-Apr-2018 |
Weekly Sugar Report, Apr 13 |
India |
Ashwini Bansod |
|
| 13-Apr-2018 |
Daily Cotton Report, April 13 |
India |
Ashwini Bansod |
|
| 13-Apr-2018 |
Phillip Commodities India, Daily Agri. Technical Trades Reports, Apr 13, 2018 |
India |
Rajeev Darji |
|
| 13-Apr-2018 |
Phillip Commodities India, Daily Metals and Energy Technical Trades Reports, Apr 13, 2018 |
India |
Rajeev Darji |
|
| 12-Apr-2018 |
PATH |
India |
Anshul Bhargava |
|
| 12-Apr-2018 |
CPI lower at 4.3%, IIP stable around 7% |
India |
Anjali Verma |
|
| 12-Apr-2018 |
Sovereign Expenditure Analysis : Centre + States = Together, We Triumph! |
India |
Anjali Verma |
|
| 12-Apr-2018 |
Daily Cotton Report |
India |
Ashwini Bansod |
|
| 12-Apr-2018 |
Phillip Commodities India, Daily Agri. Technical Trades Reports, Apr 12, 2018 |
India |
Rajeev Darji |
|
| 12-Apr-2018 |
Phillip Commodities India, Daily Metals and Energy Technical Trades Reports, Apr 12, 2018 |
India |
Rajeev Darji |
|
| 11-Apr-2018 |
Cement Sector: FY19 to be a turnaround year |
India |
Vaibhav Agarwal |
|
| 11-Apr-2018 |
PATH |
India |
Anshul Bhargava |
|
| 11-Apr-2018 |
Phillip Commodities India, Daily Agri. Technical Trades Reports, Apr 11, 2018 |
India |
Rajeev Darji |
|
| 11-Apr-2018 |
Phillip Commodities India, Metals and Energy Technical Trades Reports, Apr 11, 2018 |
India |
Rajeev Darji |
|
| 11-Apr-2018 |
Daily Cotton Report |
India |
Ashwini Bansod |
|
| 10-Apr-2018 |
PATH |
India |
Anshul Bhargava |
|
| 10-Apr-2018 |
Phillip Commodities India: Weekly Maize Report, Apr 10 |
India |
Ashwini Bansod |
|
| 10-Apr-2018 |
Praj Industries - New developments in 2G, management – regaining traction Maintian BUY |
India |
Vikram Suryavanshi |
|
| 09-Apr-2018 |
Logistics : Major ports and Rail Container volume tracker |
India |
Vikram Suryavanshi |
|
| 09-Apr-2018 |
Specialty Chemicals Q4FY18 Preview: Strong quater to end the year |
India |
Surya Patra |
|
| 09-Apr-2018 |
Capital Goods & Engineering: Q4FY18 preview - Muted growth in orders; higher tax rates to impact earnings |
India |
Jonas Bhutta |
|
| 09-Apr-2018 |
PATH |
India |
Anshul Bhargava |
|
| 06-Apr-2018 |
PATH |
India |
Anshul Bhargava |
|
| 06-Apr-2018 |
Pharmaceuticals - Q4FY18 preview- Only currency is favourable amidst operational challenges |
India |
Surya Patra |
|
| 06-Apr-2018 |
Q4FY18 Results Preview: A ‘clean up’ quarter for banks |
India |
Manish Agarwalla |
|
| 05-Apr-2018 |
PATH |
India |
Anshul Bhargava |
|
| 05-Apr-2018 |
Status quo in rates and stance, dovish tone |
India |
Anjali Verma |
|
| 05-Apr-2018 |
IT Services 4QFY18 Preview: Steady results – sanguine outlook |
India |
Vibhor Singhal |
|
| 04-Apr-2018 |
PATH |
India |
Anshul Bhargava |
|
| 03-Apr-2018 |
PATH |
India |
Anshul Bhargava |
|
| 02-Apr-2018 |
PATH |
India |
Anshul Bhargava |
|
| 02-Apr-2018 |
Capital Goods & Engineering : 4QFY18 CMIE capex data: Weak announcements but better quality |
India |
Jonas Bhutta |
|
| 02-Apr-2018 |
Navkar Corporation: Back on track Maintina BUY |
India |
Vikram Suryavanshi |
|
| 28-Mar-2018 |
PATH |
India |
Anshul Bhargava |
|
| 28-Mar-2018 |
PATH |
India |
Anshul Bhargava |
|
| 28-Mar-2018 |
E-way Bill - Revolutionary Road |
India |
Vikram Suryavanshi |
|
| 28-Mar-2018 |
Biocon (BIOS IN) - Its first biosimilar in Europe triggered; BUY with TP of Rs 700 |
India |
Surya Patra |
|
| 27-Mar-2018 |
PATH |
India |
Anshul Bhargava |
|
| 27-Mar-2018 |
India Defence Sector: Here come the champions - Sector initiation |
India |
Jonas Bhutta |
|
| 26-Mar-2018 |
PATH |
India |
Anshul Bhargava |
|
| 26-Mar-2018 |
PATH |
India |
Anshul Bhargava |
|
| 26-Mar-2018 |
Vinati Organics - Master of its current as well as future projects; Upgrade to BUY |
India |
Surya Patra |
|
| 23-Mar-2018 |
PATH |
India |
Anshul Bhargava |
|
| 23-Mar-2018 |
Accenture 2QFY18: Outsourcing growth continues – positive for Indian IT |
India |
Vibhor Singhal |
|
| 22-Mar-2018 |
Mid-Cap Conference:Ideation Series II - Key takeaways: |
India |
Deepak Agarwal |
|
| 22-Mar-2018 |
PATH |
India |
Anshul Bhargava |
|
| 21-Mar-2018 |
PATH |
India |
Anshul Bhargava |
|
| 20-Mar-2018 |
Biocon (BIOS IN) - Crowned with multiple biosmilar triggers; BUY with TP of Rs 700 |
India |
Surya Patra |
|
| 20-Mar-2018 |
PATH |
India |
Anshul Bhargava |
|
| 19-Mar-2018 |
PATH |
India |
Anshul Bhargava |
|
| 16-Mar-2018 |
Bandhan Bank Ltd IPO Note: Tying this knot is a good idea, Subscribe |
India |
Manish Agarwalla |
|
| 16-Mar-2018 |
PATH |
India |
Anshul Bhargava |
|
| 15-Mar-2018 |
Action Construction Equipment (ACCE IN): Takeaways from NDR |
India |
Jonas Bhutta |
|
| 15-Mar-2018 |
PATH |
India |
Anshul Bhargava |
|
| 14-Mar-2018 |
PATH |
India |
Anshul Bhargava |
|
| 13-Mar-2018 |
PATH |
India |
Anshul Bhargava |
|
| 13-Mar-2018 |
Logistics : Major ports and Rail Container volume tracker |
India |
Vikram Suryavanshi |
|
| 12-Mar-2018 |
PATH |
India |
Anshul Bhargava |
|
| 12-Mar-2018 |
CPI dropped to 4.4%, IIP up at 7.5% - Encouraging set of data |
India |
Anjali Verma |
|
| 12-Mar-2018 |
IPO Note: Bharat Dynamics Ltd: A large order pipeline just does not cut it |
India |
Jonas Bhutta |
|
| 09-Mar-2018 |
PATH |
India |
Anshul Bhargava |
|
| 08-Mar-2018 |
PATH |
India |
Anshul Bhargava |
|
| 07-Mar-2018 |
PATH |
India |
Anshul Bhargava |
|
| 06-Mar-2018 |
PATH |
India |
Anshul Bhargava |
|
| 06-Mar-2018 |
Asset Financing NBFCs - Spreads to remain stable, even as interest rates rise |
India |
Pradeep Agrawal |
|
| 05-Mar-2018 |
PATH |
India |
Anshul Bhargava |
|
| 05-Mar-2018 |
BoJ Policy Tightening - Still a while away |
India |
Anjali Verma |
|
| 01-Mar-2018 |
PATH |
India |
Anshul Bhargava |
|
| 01-Mar-2018 |
Infrastructure: The ‘order-book-keeper’ |
India |
Vibhor Singhal |
|
| 01-Mar-2018 |
ITD Cementation 4QCY17: No respite from the weak performance; Maintain SELL |
India |
Vibhor Singhal |
|
| 28-Feb-2018 |
PATH |
India |
Anshul Bhargava |
|
| 28-Feb-2018 |
Q3FY18 GDP: Back to 7%+ after four quarters; Investment stronger, Consumption stable |
India |
Anjali Verma |
|
| 28-Feb-2018 |
IT Services: Heisenberg’s Uncertainty Principle – says – BUY NOW! |
India |
Vibhor Singhal |
|
| 27-Feb-2018 |
PATH |
India |
Anshul Bhargava |
|
| 26-Feb-2018 |
PATH |
India |
Anshul Bhargava |
|
| 26-Feb-2018 |
Capital Goods: Takeaways from the Acrex 2018 exhibition |
India |
Jonas Bhutta |
|
| 26-Feb-2018 |
Dr Reddy’s Lab - OAI on Srikakulam plant to have a toll on valuations: NEUTRAL with TP of Rs 2350 |
India |
Surya Patra |
|
| 23-Feb-2018 |
PATH |
India |
Anshul Bhargava |
|
| 22-Feb-2018 |
PATH |
India |
Anshul Bhargava |
|
| 22-Feb-2018 |
Siemens India (SIEM IN): Sale of mobility and drives businesses is a long-term negative |
India |
Jonas Bhutta |
|
| 22-Feb-2018 |
Logistics : Major ports and Rail Container volume tracker |
India |
Vikram Suryavanshi |
|
| 21-Feb-2018 |
PATH |
India |
Anshul Bhargava |
|
| 21-Feb-2018 |
PATH |
India |
Anshul Bhargava |
|
| 21-Feb-2018 |
MPC Minutes: Hawkish on inflation and growth |
India |
Anjali Verma |
|
| 21-Feb-2018 |
Pennar Industries 3QFY18: Steel price volatility impacted margins Maintain BUY |
India |
Vikram Suryavanshi |
|
| 20-Feb-2018 |
PATH |
India |
Anshul Bhargava |
|
| 20-Feb-2018 |
Uttar Pradesh Budget: UP in quality, GST estimates optimistic |
India |
Anjali Verma |
|
| 19-Feb-2018 |
PATH |
India |
Anshul Bhargava |
|
| 19-Feb-2018 |
Gateway Distriparks 3QFY18 Update : Recovery in Cold-chain business |
India |
Vikram Suryavanshi |
|
| 19-Feb-2018 |
Indo Count 3QFY18 update: Recovery in volumes Maintain BUY |
India |
Vikram Suryavanshi |
|
| 16-Feb-2018 |
Camlin Fine Sciences - Last quarter of pain; long-term growth intact; Maintain BUY with a TP of Rs 200 |
India |
Surya Patra |
|
| 16-Feb-2018 |
Oils and Oilseeds Report |
India |
Rajini Panicker |
|
| 16-Feb-2018 |
Repco Home Finance Q3FY18 - Weak performance on all fronts - Maintain BUY |
India |
Manish Agarwalla |
|
| 16-Feb-2018 |
Phillip Commodities India, Weekly Sugar Report |
India |
Ashwini Bansod |
|
| 16-Feb-2018 |
CG Power (CGPOWER IN) Q3FY18 result review: Higher loss funding of subs led to disappointment |
India |
Jonas Bhutta |
|
| 16-Feb-2018 |
PATH |
India |
Anshul Bhargava |
|
| 15-Feb-2018 |
PNC Infratech 3QFY18: Muted results – as expected; All set for a strong FY19 |
India |
Vibhor Singhal |
|
| 15-Feb-2018 |
KNR Construction 3QFY18: Inline with expectations; Expensive valuations limit near-term upside |
India |
Vibhor Singhal |
|
| 15-Feb-2018 |
Ahluwalia 3QFY18: Inline with expectations; Trading at highly attractive valuations |
India |
Vaibhav Agarwal |
|
| 15-Feb-2018 |
India Cements - Maintain BUY - PO Rs260 (+67%) |
India |
Vaibhav Agarwal |
|
| 15-Feb-2018 |
ACC - Maintain Neutral |
India |
Vaibhav Agarwal |
|
| 15-Feb-2018 |
Allcargo Logistics 3QFY18 Update: Weakness in projects business Maintian BUY |
India |
Vikram Suryavanshi |
|
| 15-Feb-2018 |
Sun Pharma (SUNP IN) - Ramp-up in specialty business is the only hope; NEUTRAL with TP of Rs 525 |
India |
Surya Patra |
|
| 15-Feb-2018 |
PATH |
India |
Anshul Bhargava |
|
| 14-Feb-2018 |
Sadbhav Engg 3QFY18: Muted results; muted guidance – maintain NEUTRAL |
India |
Vibhor Singhal |
|
| 14-Feb-2018 |
NCC 3QFY18: Muted results, as expected; All set for strong FY19 |
India |
Vibhor Singhal |
|
| 14-Feb-2018 |
PATH |
India |
Anshul Bhargava |
|
| 14-Feb-2018 |
Orient Electric Ltd (TP: 150) 3QFY18: Strong revenue growth with improved profitability |
India |
Deepak Agarwal |
|
| 14-Feb-2018 |
Revised stress asset framework |
India |
Manish Agarwalla |
|
| 12-Feb-2018 |
PATH |
India |
Anshul Bhargava |
|
| 12-Feb-2018 |
Indian Bank Q3FY18 - Strong operating performance - Maintain BUY |
India |
Manish Agarwalla |
|
| 12-Feb-2018 |
Meghmani Organics (MEGH IN) - Strongest quarter; Growth momentum to continue; Upgrade to BUY with TP of Rs 135 |
India |
Surya Patra |
|
| 12-Feb-2018 |
CPI marginally lower at 5.1%, IIP at 7% due to favourable base |
India |
Anjali Verma |
|
| 12-Feb-2018 |
VA Tech Wabag (VATW IN) Q3FY18: Some improvement in cash flows but a long way to go |
India |
Jonas Bhutta |
|
| 12-Feb-2018 |
KDDL - Strong performance in retail |
India |
Vikram Suryavanshi |
|
| 12-Feb-2018 |
BOB Q3FY18 - Recovery in credit growth - Upgrade to Buy |
India |
Manish Agarwalla |
|
| 12-Feb-2018 |
Voltas Limited (VOLT IN) 3QFY18 result review: Operating result beat on solid AC and project businesses |
India |
Jonas Bhutta |
|
| 12-Feb-2018 |
ABB India (ABB IN) Q4CY17: Strong order inflows; disappointed on margins |
India |
Jonas Bhutta |
|
| 12-Feb-2018 |
GE T&D India (GETD IN) 3QFY18 result review: Challenges to grow inflows and margins should persist |
India |
Jonas Bhutta |
|
| 09-Feb-2018 |
PATH |
India |
Anshul Bhargava |
|
| 09-Feb-2018 |
State Bank of India Q3FY18 - Divergence in asset quality results in loss - Maintain Buy |
India |
Manish Agarwalla |
|
| 09-Feb-2018 |
Parag Milk Foods Q3FY18: Favourable mix drives growth |
India |
Vishal Gutka |
|
| 09-Feb-2018 |
Muthoot Finance Q3FY18 - Steady quarter |
India |
Pradeep Agrawal |
|
| 09-Feb-2018 |
IPCA Laboratories - See value progress in non-US business; NEUTRAL with TP of Rs 630 |
India |
Surya Patra |
|
| 09-Feb-2018 |
Glenmark Pharma - Bleak US outlook is worrisome; Downgrade to NEUTRAL with TP of Rs 640 |
India |
Surya Patra |
|
| 09-Feb-2018 |
Bajaj Electricals Ltd (BUY; TP: 600) 3QFY18: In line; consumer segment in green after six quarters |
India |
Deepak Agarwal |
|
| 09-Feb-2018 |
BHEL (BHEL IN) Q3FY18: Margin-led earnings surprise |
India |
Jonas Bhutta |
|
| 09-Feb-2018 |
Cadila Healthcare - Strong Q3; visible triggers priced in; Maintain NEUTRAL with TP of Rs 450 |
India |
Surya Patra |
|
| 08-Feb-2018 |
PATH |
India |
Anshul Bhargava |
|
| 08-Feb-2018 |
Manappuram Finance Q3FY18 - In line results; microfinance subsidiary drags performance |
India |
Pradeep Agrawal |
|
| 08-Feb-2018 |
Jubilant Food works: - Pizza party continues for Domino’s (Buy) |
India |
Vishal Gutka |
|
| 08-Feb-2018 |
Dalmia Bharat - Maintain BUY - PO Rs3500 (+25%) |
India |
Vaibhav Agarwal |
|
| 08-Feb-2018 |
Aurobindo Pharma - US outlook remains stable; Maintain BUY with TP Rs 960 |
India |
Surya Patra |
|
| 08-Feb-2018 |
Dish TV 3QFY18: Merger remains the only hope for revival |
India |
Vishal Gutka |
|
| 08-Feb-2018 |
Praj Industries 3QFY18: At a tipping point Maintain BUY |
India |
Vikram Suryavanshi |
|
| 08-Feb-2018 |
Cipla (CIPLA IN) - In line results; slow progress in the US is worrying; Maintain NEUTRAL with TP of Rs 640 |
India |
Surya Patra |
|
| 08-Feb-2018 |
SRF Ltd (SRF IN) - Strong Q3, but quality of earnings is worrying; Maintain NEUTRAL with TP of Rs 1850 |
India |
Surya Patra |
|
| 07-Feb-2018 |
PATH |
India |
Anshul Bhargava |
|
| 07-Feb-2018 |
IRB Infra 3QFY18: Muted results, as expected; Lacks growth visibility |
India |
Vibhor Singhal |
|
| 07-Feb-2018 |
PNB Q3FY18 - Weak margin; asset quality improves – Buy |
India |
Manish Agarwalla |
|
| 07-Feb-2018 |
Monetary Policy: Status quo in rates and stance, hawkish tone |
India |
Anjali Verma |
|
| 07-Feb-2018 |
Thermax (TMX IN) Q3FY18 result review: Improving commentary on new orders and margins |
India |
Jonas Bhutta |
|
| 07-Feb-2018 |
JK Cement - Maintain BUY (+37%) |
India |
Vaibhav Agarwal |
|
| 07-Feb-2018 |
KEC International (KECI IN) Q3FY18: …and the surprise continues |
India |
Jonas Bhutta |
|
| 07-Feb-2018 |
Lupin - Near/medium-term outlook remains cloudy; NEUTRAL with TP of Rs 860 |
India |
Surya Patra |
|
| 06-Feb-2018 |
MSP hike and inflation - Direct Correlation |
India |
Anjali Verma |
|
| 06-Feb-2018 |
Speak with Agri Ministry: A lot is being done... |
India |
Anjali Verma |
|
| 06-Feb-2018 |
Aarti Industries - Well on track of long term value growth |
India |
Surya Patra |
|
| 05-Feb-2018 |
Orient Paper & Industries Ltd (BUY; TP:50) 3QFY18: Strong volume growth |
India |
Deepak Agarwal |
|
| 05-Feb-2018 |
PATH |
India |
Anshul Bhargava |
|
| 05-Feb-2018 |
Union Bank Q3FY18 - Stress recognition nearing completion – Upgrade Buy |
India |
Manish Agarwalla |
|
| 05-Feb-2018 |
Shriram City Union Finance Q3FY18 - Results in line; asset quality stable |
India |
Pradeep Agrawal |
|
| 05-Feb-2018 |
Vinati Organics - Weak Q3 but set for healthy earnings growth |
India |
Surya Patra |
|
| 02-Feb-2018 |
PATH |
India |
Anshul Bhargava |
|
| 02-Feb-2018 |
JK Lakshmi Cement - Maintain BUY (PO Rs600) |
India |
Vaibhav Agarwal |
|
| 02-Feb-2018 |
Cummins India (KKC IN) Q3FY18: The 32-rupees jinx |
India |
Jonas Bhutta |
|
| 02-Feb-2018 |
Magma Fincorp Q3FY18 - Margin expansion drives outperformance |
India |
Pradeep Agrawal |
|
| 02-Feb-2018 |
Capital Goods: Post Budget Review - Nothing to cheer |
India |
Jonas Bhutta |
|
| 02-Feb-2018 |
Titan Company Q3FY18: Long-term story remains intact |
India |
Vishal Gutka |
|
| 01-Feb-2018 |
PATH |
India |
Anshul Bhargava |
|
| 01-Feb-2018 |
Union Budget 2018-19: Some populism but keen eye on long-term growth |
India |
India Research Team |
|
| 01-Feb-2018 |
FY19 Macro Budget Review: Poor in quality despite fiscal slippage in FY18-19 |
India |
Anjali Verma |
|
| 01-Feb-2018 |
Water and rail transport: Putting it on the fast track |
India |
Vikram Suryavanshi |
|
| 01-Feb-2018 |
VRL Logistics Ltd (Neutral; TP:411) 3QFY18: In line, Recovery in GT business |
India |
Deepak Agarwal |
|
| 01-Feb-2018 |
Larsen & Toubro (LT IN) Q3FY18 result review: Is the strong domestic show in Q3 sustainable? |
India |
Jonas Bhutta |
|
| 31-Jan-2018 |
PATH |
India |
Anshul Bhargava |
|
| 31-Jan-2018 |
Engineers India (ENGR IN): Q3FY18 result review: Quarterly variation in margins led to miss in earnings |
India |
Jonas Bhutta |
|
| 31-Jan-2018 |
GDP, PFCE, GFCF: GDP data shows a revival in investments in FY17, to progress further |
India |
Anjali Verma |
|
| 31-Jan-2018 |
HCC 3QFY18: Execution challenges remain; Positive news on subs |
India |
Vibhor Singhal |
|
| 31-Jan-2018 |
Ashoka Buildcon 3QFY18: Continues to deliver; Maintain BUY |
India |
Vibhor Singhal |
|
| 31-Jan-2018 |
ICICI Bank Q3FY18 - Subdued operating profit – Maintain Buy |
India |
Manish Agarwalla |
|
| 31-Jan-2018 |
Bharat Electronics (BHE IN) Q3FY18 - Poor sales mix drags profitability |
India |
Jonas Bhutta |
|
| 31-Jan-2018 |
Cholamandalam Finance Q3FY18 - Strong operating performance; asset quality improves |
India |
Pradeep Agrawal |
|
| 31-Jan-2018 |
Deloitte Corporate Survey: Cautious optimism |
India |
Anjali Verma |
|
| 30-Jan-2018 |
PATH |
India |
Anshul Bhargava |
|
| 30-Jan-2018 |
HDFC Ltd Q3FY18 - Strong loan growth – BUY (Maintain) |
India |
Manish Agarwalla |
|
| 30-Jan-2018 |
Emami Q3FY18: Awaiting revival |
India |
Vishal Gutka |
|
| 30-Jan-2018 |
Shriram Transport Finance Q3FY18 - Results in line; asset-quality stable |
India |
Pradeep Agrawal |
|
| 29-Jan-2018 |
Economic Survey: GST and other reforms to pay off in FY19 |
India |
Anjali Verma |
|
| 29-Jan-2018 |
LIC Housing Finance Q3FY18 - Margin under pressure – BUY (Maintain) |
India |
Manish Agarwalla |
|
| 29-Jan-2018 |
TechM 3QFY18: Strong results; underlying fundamentals remain weak |
India |
Vibhor Singhal |
|
| 29-Jan-2018 |
Divi’s Laboratories - In line results; strong value growth intact; BUY maintain with TP of Rs 1400 |
India |
Surya Patra |
|
| 29-Jan-2018 |
Dr Reddy’s Labs - Delay in key approvals poses risk to earnings growth; NEUTRAL with TP of Rs 2500 |
India |
Surya Patra |
|
| 29-Jan-2018 |
Biocon - Progress in biosimilars to ensure value growth; Maintain BUY with TP of Rs 700 |
India |
Surya Patra |
|
| 29-Jan-2018 |
Concor 3QFY18: Improving competitive position Upgrade to BUY |
India |
Vikram Suryavanshi |
|
| 29-Jan-2018 |
PATH |
India |
Anshul Bhargava |
|
| 25-Jan-2018 |
KEI Industries Ltd (BUY; TP:450) 3QFY18: Strong volume growth in retail cables |
India |
Deepak Agarwal |
|
| 25-Jan-2018 |
PATH |
India |
Anup Kumar |
|
| 25-Jan-2018 |
Canara Bank Q3FY18 - Credit cost to remain elevated Q3FY18 |
India |
Manish Agarwalla |
|
| 25-Jan-2018 |
M&M Financial Services Q3FY18 - Strong operating performance; asset quality improves |
India |
Pradeep Agrawal |
|
| 25-Jan-2018 |
Recapitalisation for PSBs - Here comes the survival capital |
India |
Manish Agarwalla |
|
| 24-Jan-2018 |
PATH |
India |
Anshul Bhargava |
|
| 24-Jan-2018 |
Navkar Corporation Q3FY18 Update: Slower traction at Vapi; to pick up after rail operations start |
India |
Vikram Suryavanshi |
|
| 24-Jan-2018 |
V-Guard Industries Ltd (Neutral; TP: 235) 3QFY18: Revenue in line, PAT above estimates |
India |
Deepak Agarwal |
|
| 23-Jan-2018 |
LTTS 3QFY18: Super strong performance continues; maintain BUY |
India |
Vibhor Singhal |
|
| 23-Jan-2018 |
PATH |
India |
Anshul Bhargava |
|
| 23-Jan-2018 |
Dewan Housing Finance Q3FY18 - Stable Performance |
India |
Manish Agarwalla |
|
| 23-Jan-2018 |
Axis Bank Q3FY18 - Recovery/upgrades prop asset quality |
India |
Manish Agarwalla |
|
| 23-Jan-2018 |
Havells India Ltd (Neutral; TP: 590) 3QFY18: Revenue and PAT in line |
India |
Deepak Agarwal |
|
| 23-Jan-2018 |
Company update: Siemens India (SIEM IN): FY17 annual report analysis |
India |
Jonas Bhutta |
|
| 22-Jan-2018 |
Atul Ltd - AkzoNobel JV could be the next key catalyst; NEUTRAL with TP of Rs 2980: |
India |
Surya Patra |
|
| 22-Jan-2018 |
HDFC Bank Q3FY18 - In line; strong loan growth and NIM |
India |
Manish Agarwalla |
|
| 22-Jan-2018 |
PATH |
India |
Anshul Bhargava |
|
| 19-Jan-2018 |
Wipro 3QFY18: Muted performance and guidance; valuations remain expensive |
India |
Vibhor Singhal |
|
| 19-Jan-2018 |
NIIT Tech 3QFY18: Strong all-round performance – keeps getting better |
India |
Vibhor Singhal |
|
| 19-Jan-2018 |
HCL Tech 3QFY18: Growth concerns fading away, with strong dealflow – BUY |
India |
Vibhor Singhal |
|
| 19-Jan-2018 |
PATH |
India |
Anshul Bhargava |
|
| 19-Jan-2018 |
Are exports and imports actually up? |
India |
Anjali Verma |
|
| 19-Jan-2018 |
Biocon: A win-win deal – expands BIOS’ biosimilar asset base; BUY with TP Rs 600 |
India |
Surya Patra |
|
| 18-Jan-2018 |
PATH |
India |
Anshul Bhargava |
|
| 18-Jan-2018 |
Adani Ports 3QFY18: Cargo growth rebounds; outlook remains bright |
India |
Vibhor Singhal |
|
| 18-Jan-2018 |
DCB Bank Q3FY18 - Margin under pressure |
India |
Manish Agarwalla |
|
| 18-Jan-2018 |
UltraTech Cement - Q3 proves UTCEM’s ability to quickly consolidate Jaypee - Maintain BUY |
India |
Vaibhav Agarwal |
|
| 17-Jan-2018 |
PATH |
India |
Anshul Bhargava |
|
| 17-Jan-2018 |
Zee 3QFY18: Blockbuster performance |
India |
Vishal Gutka |
|
| 16-Jan-2018 |
PATH |
India |
Anshul Bhargava |
|
| 16-Jan-2018 |
Shree Cement : Maintain Neutral |
India |
Vaibhav Agarwal |
|
| 16-Jan-2018 |
Cement: Ground Checks – Demand trend positive, pricing to follow |
India |
Vaibhav Agarwal |
|
| 15-Jan-2018 |
PATH |
India |
Anshul Bhargava |
|
| 15-Jan-2018 |
FY19 Macro Budget Preview: Fiscal slippage in FY18-19; muted capex, no populism |
India |
Anjali Verma |
|
| 12-Jan-2018 |
PATH |
India |
Anshul Bhargava |
|
| 12-Jan-2018 |
Sintex Plastics Technology 3QFY18 Update - Biting the bullet: focus on non-government business |
India |
Vikram Suryavanshi |
|
| 12-Jan-2018 |
Infosys 3QFY18: Inline with expectations; Valuations attractive |
India |
Vibhor Singhal |
|
| 12-Jan-2018 |
CPI above 5%, IIP surged to 8% for real |
India |
Anjali Verma |
|
| 12-Jan-2018 |
IndusInd Bank Q3FY18 - Strong risk adjusted return |
India |
Manish Agarwalla |
|
| 11-Jan-2018 |
TCS 3QFY18: Along expectations; BFSI remains weak |
India |
Vibhor Singhal |
|
| 11-Jan-2018 |
Q3FY18 Results Preview: Another muted quarter; recovery remains wea |
India |
Manish Agarwalla |
|
| 11-Jan-2018 |
Q3FY18 Results Preview: Growth trends should improve |
India |
India Research Team |
|
| 11-Jan-2018 |
PATH |
India |
Anshul Bhargava |
|
| 09-Jan-2018 |
PATH |
India |
Anshul Bhargava |
|
| 09-Jan-2018 |
PATH |
India |
Anshul Bhargava |
|
| 09-Jan-2018 |
Specialty Chemicals - Q3FY18 Preview: Growth momentum to continue |
India |
Surya Patra |
|
| 09-Jan-2018 |
Capital Goods & Engineering: Q3FY18 preview - Strong growth in orders and execution on a low base |
India |
Jonas Bhutta |
|
| 09-Jan-2018 |
PATH |
India |
Anshul Bhargava |
|
| 08-Jan-2018 |
PATH |
India |
Anshul Bhargava |
|
| 08-Jan-2018 |
Logistics : Major ports and Rail Container volume tracker |
India |
Vikram Suryavanshi |
|
| 08-Jan-2018 |
PATH |
India |
Anshul Bhargava |
|
| 08-Jan-2018 |
Pharmaceuticals - Q3FY18 Preview: Weak US sales overshadow domestic recovery |
India |
Surya Patra |
|
| 05-Jan-2018 |
PATH |
India |
Anshul Bhargava |
|
| 05-Jan-2018 |
IT Services 3QFY18 Preview: Weakness to persist, aggravated by seasonality |
India |
Vibhor Singhal |
|
| 05-Jan-2018 |
Camlin Fine Sciences - At the inflection point of value growth; Re-initiated with a BUY and TP of Rs 200 |
India |
Surya Patra |
|
| 04-Jan-2018 |
PATH |
India |
Anshul Bhargava |
|
| 04-Jan-2018 |
Orient Paper & Industries Ltd: Demerger to unlock tremendous value Initiating with BUY |
India |
Deepak Agarwal |
|
| 03-Jan-2018 |
PATH |
India |
Anshul Bhargava |
|
| 02-Jan-2018 |
PATH |
India |
Anshul Bhargava |
|
| 02-Jan-2018 |
3QFY18 CMIE capex data takeaways: Improved quality but weakness continues |
India |
Jonas Bhutta |
|
| 01-Jan-2018 |
PATH |
India |
Anshul Bhargava |
|
| 01-Jan-2018 |
Aarti Industries - Multiyear supply pact ensures sustained growth; Raised TP to Rs 1400 |
India |
Surya Patra |
|
| 29-Dec-2017 |
PATH |
India |
Anshul Bhargava |
|
| 29-Dec-2017 |
Suditi Industries - Starting a new journey Management Meet Update |
India |
Vikram Suryavanshi |
|
| 28-Dec-2017 |
PATH |
India |
Anshul Bhargava |
|
| 27-Dec-2017 |
PATH |
India |
Anshul Bhargava |
|
| 26-Dec-2017 |
PATH |
India |
Anshul Bhargava |
|
| 22-Dec-2017 |
Accenture 1QFY18: Outsourcing growth continues – greenshoots for Indian IT? |
India |
Vibhor Singhal |
|
| 22-Dec-2017 |
PATH |
India |
Anshul Bhargava |
|
| 21-Dec-2017 |
PATH |
India |
Anshul Bhargava |
|
| 20-Dec-2017 |
PATH |
India |
Anshul Bhargava |
|
| 19-Dec-2017 |
Sintex Plastics Technology : Uncertainty priced-in Initiating with BUY |
India |
Vikram Suryavanshi |
|
| 19-Dec-2017 |
PATH |
India |
Anshul Bhargava |
|
| 19-Dec-2017 |
Cold chain Industry: At tipping point |
India |
Vikram Suryavanshi |
|
| 19-Dec-2017 |
JK Lakshmi Cement - Determination of cost savings potential - Reiterate BUY (PO Rs600 +37%) |
India |
Vaibhav Agarwal |
|
| 18-Dec-2017 |
Bharat Electronics (BHE IN): Takeaways from management meeting |
India |
Jonas Bhutta |
|
| 18-Dec-2017 |
JK Lakshmi Cement - Management Meet Update - Maintain BUY |
India |
Vaibhav Agarwal |
|
| 18-Dec-2017 |
Jubilant Food works: Take a bite before “double digit SSS growth” kicks in - Buy (Upgrade) |
India |
Vishal Gutka |
|
| 18-Dec-2017 |
Logistics : Major ports and container volume tracker |
India |
Vikram Suryavanshi |
|
| 18-Dec-2017 |
PATH |
India |
Anshul Bhargava |
|
| 15-Dec-2017 |
PATH |
India |
Anshul Bhargava |
|
| 14-Dec-2017 |
KDDL 2QFY18: Back on track Maintian BUY |
India |
Vikram Suryavanshi |
|
| 14-Dec-2017 |
Balance of Payment: Q2CAD narrowed to 1.2% led by higher/lower exports/imports |
India |
Anjali Verma |
|
| 14-Dec-2017 |
WPI Inflation: At 3.9%, in-line with expectation |
India |
Anjali Verma |
|
| 13-Dec-2017 |
PATH |
India |
Anshul Bhargava |
|
| 12-Dec-2017 |
CPI, IIP: CPI surged and risks its future trajectory, yields to further rise; IIP dropped again |
India |
Anjali Verma |
|
| 12-Dec-2017 |
PATH |
India |
Anshul Bhargava |
|
| 11-Dec-2017 |
PATH |
India |
Anshul Bhargava |
|
| 08-Dec-2017 |
PATH |
India |
Anshul Bhargava |
|
| 08-Dec-2017 |
PATH |
India |
Anshul Bhargava |
|
| 07-Dec-2017 |
PATH |
India |
Anshul Bhargava |
|
| 06-Dec-2017 |
Status quo in rates and stance, hawkish tone; prolonged hold anticipated |
India |
Anjali Verma |
|
| 06-Dec-2017 |
PATH |
India |
Anshul Bhargava |
|
| 05-Dec-2017 |
PATH |
India |
Anshul Bhargava |
|
| 04-Dec-2017 |
PATH |
India |
Anshul Bhargava |
|
| 04-Dec-2017 |
Biocon: Trasutuzumab approval: Big achievement, certifies its biosimilar capabilities:BUY with TP Rs 540 |
India |
Surya Patra |
|
| 01-Dec-2017 |
PATH |
India |
Anshul Bhargava |
|
| 30-Nov-2017 |
PATH |
India |
Anshul Bhargava |
|
| 30-Nov-2017 |
PATH |
India |
Anshul Bhargava |
|
| 30-Nov-2017 |
Q2FY18 GDP : Rose to 6.3% - Consumption stable, Investment picking-up |
India |
Anjali Verma |
|
| 29-Nov-2017 |
PATH |
India |
Anshul Bhargava |
|
| 29-Nov-2017 |
PATH |
India |
Anshul Bhargava |
|
| 29-Nov-2017 |
Macro Outlook: FY19 – Possibly a year of sustainable gains, contingent on GST |
India |
Anjali Verma |
|
| 29-Nov-2017 |
Siemens India (SIEM IN) 4QFY17: Result below expectations; focus on profitable growth |
India |
Jonas Bhutta |
|
| 28-Nov-2017 |
PATH |
India |
Anshul Bhargava |
|
| 28-Nov-2017 |
Logistics: Major Ports Volume Tracker |
India |
Vikram Suryavanshi |
|
| 27-Nov-2017 |
PATH |
India |
Anshul Bhargava |
|
| 23-Nov-2017 |
Ground View Magazine: Nov 2017 Issue: THE BLUE REVOLUTION - CONNECTING INDIA’S RIVERS |
India |
Vibhor Singhal |
|
| 23-Nov-2017 |
PATH |
India |
Anshul Bhargava |
|
| 22-Nov-2017 |
Pet Coke Ban - Sector Update |
India |
Vaibhav Agarwal |
|
| 22-Nov-2017 |
PATH |
India |
Anshul Bhargava |
|
| 21-Nov-2017 |
PATH |
India |
Anshul Bhargava |
|
| 20-Nov-2017 |
Infrastructure: The ‘order-book-keeper’ |
India |
Vibhor Singhal |
|
| 20-Nov-2017 |
Cipla (CIPLA IN) - gPlumicort Respules launch boosts US sales; NEUTRAL with TP of Rs 620 |
India |
Surya Patra |
|
| 20-Nov-2017 |
PATH |
India |
Anshul Bhargava |
|
| 17-Nov-2017 |
Mangalam Cement : Maintain BUY (PO Rs420) |
India |
Vaibhav Agarwal |
|
| 17-Nov-2017 |
Ahluwalia Contracts 2QFY18: Margins recover – as promised; Rerating ahead |
India |
Vibhor Singhal |
|
| 17-Nov-2017 |
Moody’s rating upgrade: An Unexpected big boost!!! |
India |
Anjali Verma |
|
| 17-Nov-2017 |
PNC Infra 2QFY18: Weak results - as expected; Orderbook to drive growth |
India |
Vibhor Singhal |
|
| 17-Nov-2017 |
PATH |
India |
Anshul Bhargava |
|
| 16-Nov-2017 |
JK Lakshmi Cement: Maintain BUY (PO Rs600; +37%): |
India |
Vaibhav Agarwal |
|
| 16-Nov-2017 |
JK Cement - Maintain BUY (PO Rs1400) |
India |
Vaibhav Agarwal |
|
| 16-Nov-2017 |
PATH |
India |
Anshul Bhargava |
|
| 16-Nov-2017 |
Indo Count 2QFY18 Update: On path of recovery |
India |
Vikram Suryavanshi |
|
| 16-Nov-2017 |
Navkar 2QFY18: Support from rail operation Maintain BUY |
India |
Vikram Suryavanshi |
|
| 15-Nov-2017 |
Repco Home Finance Q2FY18 - Visible sign of improvement in asset quality |
India |
Manish Agarwalla |
|
| 15-Nov-2017 |
KNR 2QFY18: Inline results; Orders awaited for further rerating |
India |
Vibhor Singhal |
|
| 15-Nov-2017 |
Sadbhav Engg 2QFY18: Decent results; Not enough for rerating |
India |
Vibhor Singhal |
|
| 15-Nov-2017 |
Cadila Healthcare (CDH IN) - Visible growth triggers priced in; NEUTRAL with TP of Rs 450 |
India |
Surya Patra |
|
| 15-Nov-2017 |
Sun Pharma (SUNP IN) - In line results; Halol clearance is the near-term hope; NEUTRAL with TP of Rs 475 |
India |
Surya Patra |
|
| 15-Nov-2017 |
PATH |
India |
Anshul Bhargava |
|
| 14-Nov-2017 |
NCC 2QFY18: Shocking results, an aberration; Orderbook to drive growth |
India |
Vibhor Singhal |
|
| 14-Nov-2017 |
KEI Industries Ltd (BUY; TP:380) 2QFY18: Strong revenue growth, improvement in profitability |
India |
Deepak Agarwal |
|
| 14-Nov-2017 |
PATH |
India |
Anshul Bhargava |
|
| 14-Nov-2017 |
CPI Inflation: Marginally above expectation; repo rate to stay on hold |
India |
Anjali Verma |
|
| 14-Nov-2017 |
WPI Inflation: At 3.6%, above expectation |
India |
Anjali Verma |
|
| 14-Nov-2017 |
Aarti Industries (ARTO IN) - Long-term growth visibility intact; Top Pick ; BUY with TP of Rs 1150 |
India |
Surya Patra |
|
| 14-Nov-2017 |
Adani Ports 2QFY18: Muted performance; Outlook remains brigh |
India |
Vibhor Singhal |
|
| 13-Nov-2017 |
Pennar Industries 2QFY18: Consolidating Maintain BUY |
India |
Vikram Suryavanshi |
|
| 13-Nov-2017 |
Ashoka Buildcon 2QFY18: External challenges mar results; Outlook remains bright |
India |
Vibhor Singhal |
|
| 13-Nov-2017 |
India Cements - Maintain BUY (PO Rs 260; +53% |
India |
Vaibhav Agarwal |
|
| 13-Nov-2017 |
India Strategy: GST- Large scale rate cuts to stoke growth |
India |
Anjali Verma |
|
| 13-Nov-2017 |
Dalmia Bharat - Maitain BUY (PO Rs3,500: +20%): |
India |
Vaibhav Agarwal |
|
| 13-Nov-2017 |
CG Power (CGPOWER IN) Q2FY18 result review: 2Q supported by strong Indonesian results |
India |
Jonas Bhutta |
|
| 13-Nov-2017 |
Building Material & Electrical goods: Finally a level playing field, big boost to the sector |
India |
Deepak Agarwal |
|
| 13-Nov-2017 |
GST macro impact: Let’s call it a fiscal boost, should boost economic activity |
India |
Anjali Verma |
|
| 13-Nov-2017 |
GDL 2QFY18: Recovery in rail business Maintain Neutral |
India |
Vikram Suryavanshi |
|
| 13-Nov-2017 |
Larsen & Toubro (LT IN) Q2FY18 result review: Quality of earnings surprise was poor |
India |
Jonas Bhutta |
|
| 13-Nov-2017 |
Allcargo Logistics 2QFY18: Outperformance in MTO continues |
India |
Vikram Suryavanshi |
|
| 13-Nov-2017 |
PATH |
India |
Anshul Bhargava |
|
| 10-Nov-2017 |
State Bank of India Q2FY18 - Beat in asset quality but near term volatility to remain - Maintain Buy |
India |
Manish Agarwalla |
|
| 10-Nov-2017 |
Voltas Limited (VOLT IN) Q2FY18: 2Q marginally above estimates; JV launch delayed |
India |
Jonas Bhutta |
|
| 10-Nov-2017 |
SRF Ltd (SRF IN) - Weak Q2, but building hope for FluoroChem; NEUTRAL with TP of Rs 1500 |
India |
Surya Patra |
|
| 10-Nov-2017 |
Meghmani Organics Ltd (MEGH IN) - Strong Q2; near-term triggers priced in; NEUTRAL with TP of Rs 100 |
India |
Surya Patra |
|
| 10-Nov-2017 |
Aurobindo Pharma (ARBP IN) - Strong Q2, but largely quarter specific: BUY with TP of Rs 930 |
India |
Surya Patra |
|
| 10-Nov-2017 |
Industrial Output : Marginally below expectation at 3.8% |
India |
Anjali Verma |
|
| 10-Nov-2017 |
PATH |
India |
Anshul Bhargava |
|
| 10-Nov-2017 |
Magma Fincorp Q2FY18 - Results in line; asset quality stable |
India |
Pradeep Agrawal |
|
| 10-Nov-2017 |
Shree Cement: Maintain Neutral: |
India |
Vaibhav Agarwal |
|
| 10-Nov-2017 |
VA Tech Wabag (VATW IN) Q2FY18 result review: Holding on to thesis despite GST led stretch in working capital |
India |
Jonas Bhutta |
|
| 10-Nov-2017 |
Bajaj Electricals Ltd (BUY; TP:480) 2QFY18: One-time GST impact; TOC playing out |
India |
Deepak Agarwal |
|
| 09-Nov-2017 |
PATH |
India |
Anshul Bhargava |
|
| 09-Nov-2017 |
Thermax (TMX IN) Q2FY18 result review: Positive outlook, but expensive valuation curbs enthusiasm |
India |
Jonas Bhutta |
|
| 09-Nov-2017 |
ITD Cementation 3QCY17: Meets low expectations; valuations remain expensive |
India |
Vibhor Singhal |
|
| 09-Nov-2017 |
Muthoot Finance Q2FY18 - Higher NIMs drive earnings surprise; asset quality falters |
India |
Pradeep Agrawal |
|
| 09-Nov-2017 |
HeidelbergCement India: Maintain BUY (+19%) |
India |
Vaibhav Agarwal |
|
| 09-Nov-2017 |
Vinati Organics Ltd (VO IN) - Weak Q2; premium valuation concerns; NEUTRAL with TP of Rs 880 |
India |
Surya Patra |
|
| 08-Nov-2017 |
IRB 2QFY18: Muted results; Lack of growth visibility – downgrade to NEUTRAL |
India |
Vibhor Singhal |
|
| 08-Nov-2017 |
Finolex Cables Ltd (BUY; TP:660) Q2FY18: Strong revenue growth, RM impacted margin |
India |
Deepak Agarwal |
|
| 08-Nov-2017 |
Punjab National Bank Q2FY18 - Recapitalisation has turned the tide – Upgrade to Buy |
India |
Manish Agarwalla |
|
| 08-Nov-2017 |
BHEL (BHEL IN) Q2FY18 result review: Weak execution and high provisions mar Q2 performance |
India |
Jonas Bhutta |
|
| 08-Nov-2017 |
Cipla (CIPLA IN) - Improving operating outlook, but priced in; NEUTRAL with TP of Rs 580 |
India |
Surya Patra |
|
| 08-Nov-2017 |
Lupin (LPC IN) - Warning letter makes US outlook bleak; NEUTRAL with TP of Rs 860: |
India |
Surya Patra |
|
| 07-Nov-2017 |
LTTS 2QFY18: Strong results, enhanced growth visibility – maintain BUY |
India |
Vibhor Singhal |
|
| 07-Nov-2017 |
Manappuram Finance Q2FY18 - Poor growth and higher provisioning impact earnings |
India |
Pradeep Agrawal |
|
| 07-Nov-2017 |
KEC International (KECI IN) Q2FY18 result review: Margins continue to surprise |
India |
Jonas Bhutta |
|
| 07-Nov-2017 |
PEBS 2QFY18: Hit by raw-material volatility Maintain BUY |
India |
Vikram Suryavanshi |
|
| 06-Nov-2017 |
HCC 2QFY18: Cash gradually coming in; execution challenges remain |
India |
Vibhor Singhal |
|
| 06-Nov-2017 |
GE T&D India (GETD IN) Q2FY18: When the going gets tough.. |
India |
Jonas Bhutta |
|
| 06-Nov-2017 |
Indian Bank Q2FY18 - Good performance overall- Maintain BUY |
India |
Manish Agarwalla |
|
| 06-Nov-2017 |
Glenmark Pharma (GNP IN) - Attractive valuations but US challenges persist; BUY with TP of Rs 750: |
India |
Surya Patra |
|
| 06-Nov-2017 |
Praj Industries 2QFY18: Gaining traction Maintain BUY |
India |
Vikram Suryavanshi |
|
| 06-Nov-2017 |
VRL Logistics Ltd (Neutral; TP: 375) 2QFY18: Goods transport hit by GST, realisations up |
India |
Deepak Agarwal |
|
| 06-Nov-2017 |
PATH |
India |
Anshul Bhargava |
|
| 03-Nov-2017 |
Union Bank of India Q2FY18 - Profitability in the red due to high provision – Maintain Sell |
India |
Manish Agarwalla |
|
| 03-Nov-2017 |
Shriram City Union Finance Q2FY18 - GST-related challenges dented growth; outlook is positive |
India |
Pradeep Agrawal |
|
| 03-Nov-2017 |
PATH |
India |
Anshul Bhargava |
|
| 02-Nov-2017 |
Concor 2QFY18: Operating performance in line - Changing to Neutral from BUY |
India |
Vikram Suryavanshi |
|
| 02-Nov-2017 |
Concor 2QFY18: Operating performance in line - Changing to Neutral from BUY |
India |
Vikram Suryavanshi |
|
| 02-Nov-2017 |
PATH |
India |
Anshul Bhargava |
|
| 01-Nov-2017 |
TechM 2QFY18: Decent results; Margin levers exhausted; Valuation expensive |
India |
Vibhor Singhal |
|
| 01-Nov-2017 |
Shriram Transport Finance Q2FY18 - Strong performance; growth acceleratess |
India |
Pradeep Agrawal |
|
| 01-Nov-2017 |
Cholamandalam Finance Q2FY18 - Strong performance; asset quality continues to improve |
India |
Pradeep Agrawal |
|
| 01-Nov-2017 |
LIC Housing Finance Q2FY18 - Margin pressure temporary – BUY (upgrade) |
India |
Manish Agarwalla |
|
| 01-Nov-2017 |
Dr Reddy’s Laboratories (DRRD IN) -In line Q2; US generic challenges hurt; NEUTRAL with TP of Rs 2450 |
India |
Surya Patra |
|
| 01-Nov-2017 |
Divi’s Laboratories (DIVI IN) - Steady progress despite regulatory challenges; Maintain BUY with TP of Rs 1100 |
India |
Surya Patra |
|
| 31-Oct-2017 |
HDFC Ltd Q2FY18 - Buyouant loans driven by LRD |
India |
Manish Agarwalla |
|
| 31-Oct-2017 |
PATH |
India |
Anshul Bhargava |
|
| 30-Oct-2017 |
Lupin (LPC IN) - Weak Q2, US outlook remains weak; Maintain NEUTRAL with TP Rs 1000 |
India |
Surya Patra |
|
| 30-Oct-2017 |
Canara Bank Q2FY18 - High provision requirement to keep earnings at bay |
India |
Manish Agarwalla |
|
| 30-Oct-2017 |
PATH |
India |
Anshul Bhargava |
|
| 27-Oct-2017 |
ICICI Bank Q2FY18 - Yet to pass the litmus test of RBS – Maintain Buy |
India |
Manish Agarwalla |
|
| 27-Oct-2017 |
Biocon (BIOS IN) - Temporary weakness in Q2; key growth triggers intact; Maintain BUY with TP Rs 540 |
India |
Surya Patra |
|
| 27-Oct-2017 |
Cummins India (KKC IN) Q2FY18 result review: GST-led disruption in sales impacted earnings |
India |
Jonas Bhutta |
|
| 27-Oct-2017 |
Engineers India (ENGR IN) Q2FY18: Thesis on strong orders and margins is playing ou |
India |
Jonas Bhutta |
|
| 27-Oct-2017 |
V-Guard Industries Ltd (Neutral; TP:206) 2QFY18: Revenue in line, above-estimate EBITDA and PAT |
India |
Deepak Agarwal |
|
| 27-Oct-2017 |
PATH |
India |
Anshul Bhargava |
|
| 26-Oct-2017 |
Cement - Demand set for a take-off? |
India |
Vaibhav Agarwal |
|
| 26-Oct-2017 |
ABB India (ABB IN) Q3CY17: 3Q orders and revenues marred by GST-led delays |
India |
Jonas Bhutta |
|
| 26-Oct-2017 |
M&M Financial Services Q2FY18 - Operating performance healthy; growth to accelerate |
India |
Pradeep Agrawal |
|
| 26-Oct-2017 |
PATH |
India |
Anshul Bhargava |
|
| 26-Oct-2017 |
Daily Weather Update |
India |
Ashwini Bansod |
|
| 26-Oct-2017 |
MindTree 2QFY18: Decent results; structural uncertainties continue |
India |
Vibhor Singhal |
|
| 25-Oct-2017 |
PATH |
India |
Anshul Bhargava |
|
| 25-Oct-2017 |
HCL Tech 2QFY18: Weak results; guidance miss likely – still the fastest-growing large-cap |
India |
Vibhor Singhal |
|
| 25-Oct-2017 |
Reliance Nippon Life AMC: IPO Note: Conducive environment, Subscribe |
India |
Manish Agarwalla |
|
| 25-Oct-2017 |
Ambuja Cements - Downgrade to Neutral (PO Rs300) |
India |
Vaibhav Agarwal |
|
| 24-Oct-2017 |
Government’s Recapitalisation Plan for PSBs - Saving Insolvency |
India |
Manish Agarwalla |
|
| 24-Oct-2017 |
Infosys 2QFY18: Decent results; To grow inline with peers, despite guidance cut |
India |
Vibhor Singhal |
|
| 24-Oct-2017 |
HDFC Bank Q2FY18 - Strong balance-sheet growth – Maintain Buy |
India |
Manish Agarwalla |
|
| 24-Oct-2017 |
Fed Chair Election: A dove or a hawk? |
India |
Anjali Verma |
|
| 24-Oct-2017 |
Havells India Ltd (Neutral; TP: 510) Q2FY18: Revenue in line, PAT better than foreseen |
India |
Deepak Agarwal |
|
| 24-Oct-2017 |
Indiabulls Housing Finance Q2FY18 - Robust performance |
India |
Manish Agarwalla |
|
| 24-Oct-2017 |
Daily Weather Update |
India |
Ashwini Bansod |
|
| 24-Oct-2017 |
PATH |
India |
Anshul Bhargava |
|
| 23-Oct-2017 |
NIIT Tech 2QFY18: Inline results, strong deal flow – maintain BUY |
India |
Vibhor Singhal |
|
| 23-Oct-2017 |
PATH |
India |
Anshul Bhargava |
|
| 23-Oct-2017 |
NIIT Tech 2QFY18: Inline results, strong deal flow – maintain BUY |
India |
Vibhor Singhal |
|
| 23-Oct-2017 |
MPC Minutes: Growth a mixed bag, 2H should be better |
India |
Anjali Verma |
|
| 19-Oct-2017 |
PATH |
India |
Anshul Bhargava |
|
| 18-Oct-2017 |
UltraTech Cement - Maintain BUY (PO Rs4,800 (+17%) |
India |
Vaibhav Agarwal |
|
| 18-Oct-2017 |
Atul Ltd (ATLP IN) - In-line results but business challenges persist; NEUTRAL with TP of Rs 2400 |
India |
Surya Patra |
|
| 18-Oct-2017 |
Axis Bank Q2FY18 - Asset quality disappoints |
India |
Manish Agarwalla |
|
| 18-Oct-2017 |
PATH |
India |
Anshul Bhargava |
|
| 17-Oct-2017 |
ACC Ltd. - Positive surprise but valuation appear reasonable: Maintain NEUTRAL (+9%): |
India |
Vaibhav Agarwal |
|
| 17-Oct-2017 |
Dewan Housing Finance Q2FY18 - Strong loan growth and cost efficiency drives profits |
India |
Manish Agarwalla |
|
| 17-Oct-2017 |
DCB Bank Q2FY18 - Miss on core operating performance |
India |
Manish Agarwalla |
|
| 17-Oct-2017 |
Wipro 2QFY18: Weak results, muted guidance; correction imminent post buyback |
India |
Vibhor Singhal |
|
| 17-Oct-2017 |
PATH |
India |
Anshul Bhargava |
|
| 16-Oct-2017 |
Persistent 2QFY18: Inline results, valuation expensive – maintain SELL |
India |
Vibhor Singhal |
|
| 16-Oct-2017 |
WPI Inflation: At 2.6%, reasonably below expectation. |
India |
Anjali Verma |
|
| 16-Oct-2017 |
IndusInd & Bharat Financial Merger - Synergistic but costly buy |
India |
Manish Agarwalla |
|
| 16-Oct-2017 |
PATH |
India |
Anshul Bhargava |
|
| 13-Oct-2017 |
PATH |
India |
Anshul Bhargava |
|
| 13-Oct-2017 |
IndusInd Bank Q2FY18 - Strong risk adjusted return |
India |
Manish Agarwalla |
|
| 12-Oct-2017 |
TCS 2QFY18: Results inline; valuations remain expensive |
India |
Vibhor Singhal |
|
| 12-Oct-2017 |
CPI, IIP: Diwali gift from the government after rising growth concerns |
India |
Anjali Verma |
|
| 12-Oct-2017 |
Logistics Monthly Update: Major Ports Volume Tracker |
India |
Vikram Suryavanshi |
|
| 12-Oct-2017 |
Lupin (LPC IN) - Strategic acquisition to boost US branded business; NEUTRAL with TP of Rs 1100 |
India |
Surya Patra |
|
| 11-Oct-2017 |
Midcap Conference:Ideation Series - Key takeaways |
India |
Vikram Suryavanshi |
|
| 11-Oct-2017 |
PATH |
India |
Anshul Bhargava |
|
| 10-Oct-2017 |
PATH |
India |
Anshul Bhargava |
|
| 09-Oct-2017 |
Pharmaceuticals - Q2FY18 Preview: Muted show to continue |
India |
Surya Patra |
|
| 09-Oct-2017 |
PATH |
India |
Anshul Bhargava |
|
| 06-Oct-2017 |
Q2FY18 Results Preview: Another muted quarter; recovery remains weak |
India |
Manish Agarwalla |
|
| 06-Oct-2017 |
Q2FY18 Results Preview: A reasonable quarter |
India |
India Research Team |
|
| 06-Oct-2017 |
PATH |
India |
Anshul Bhargava |
|
| 05-Oct-2017 |
Daily Cotton Update |
India |
Ashwini Bansod |
|
| 05-Oct-2017 |
Daily Weather Update |
India |
Ashwini Bansod |
|
| 05-Oct-2017 |
PATH |
India |
Anshul Bhargava |
|
| 04-Oct-2017 |
Rates and policy stance in line with expectation |
India |
Anjali Verma |
|
| 04-Oct-2017 |
PATH |
India |
Anshul Bhargava |
|
| 03-Oct-2017 |
2QFY18 CMIE capex data takeaways: Weakness in new projects continues |
India |
Jonas Bhutta |
|
| 03-Oct-2017 |
PATH |
India |
Anshul Bhargava |
|
| 29-Sep-2017 |
PATH |
India |
Anshul Bhargava |
|
| 29-Sep-2017 |
Accenture 4QFY17: Momentum continues in outsourcing |
India |
Vibhor Singhal |
|
| 28-Sep-2017 |
PATH |
India |
Anshul Bhargava |
|
| 28-Sep-2017 |
Macro Outlook: Static to weak growth trends to persist |
India |
Anjali Verma |
|
| 27-Sep-2017 |
PATH |
India |
Anshul Bhargava |
|
| 26-Sep-2017 |
PATH |
India |
Anshul Bhargava |
|
| 26-Sep-2017 |
PATH |
India |
Anshul Bhargava |
|
| 25-Sep-2017 |
PATH |
India |
Anshul Bhargava |
|
| 22-Sep-2017 |
PATH |
India |
Anshul Bhargava |
|
| 21-Sep-2017 |
Bharat Electronics (BHE IN): Takeaways from its analyst meet |
India |
Jonas Bhutta |
|
| 21-Sep-2017 |
KDDL 1QFY18 Update: Support from pre-GST sales Maintian BUY |
India |
Vikram Suryavanshi |
|
| 21-Sep-2017 |
Divi’s Laboratories (DIVI IN) - Earning upgrade and re-rating on plant resolution soon; BUY with TP of Rs 1100 |
India |
Surya Patra |
|
| 21-Sep-2017 |
PATH |
India |
Anshul Bhargava |
|
| 20-Sep-2017 |
PATH |
India |
Anshul Bhargava |
|
| 19-Sep-2017 |
Daily Weather Update |
India |
Ashwini Bansod |
|
| 19-Sep-2017 |
PATH |
India |
Anshul Bhargava |
|
| 18-Sep-2017 |
Daily Cotton Update |
India |
Ashwini Bansod |
|
| 18-Sep-2017 |
Daily Weather Update |
India |
Ashwini Bansod |
|
| 18-Sep-2017 |
PATH |
India |
Anshul Bhargava |
|
| 17-Sep-2017 |
Balance of Payment: Q1CAD soared to 2.4% due to high imports |
India |
Anjali Verma |
|
| 15-Sep-2017 |
Voltas Limited (VOLT IN): Takeaways from the management meeting |
India |
Jonas Bhutta |
|
| 15-Sep-2017 |
PATH |
India |
Anshul Bhargava |
|
| 14-Sep-2017 |
WPI Inflation: Inched higher to 3.2% |
India |
Anjali Verma |
|
| 14-Sep-2017 |
PATH |
India |
Anshul Bhargava |
|
| 13-Sep-2017 |
Daily Cotton Report |
India |
Ashwini Bansod |
|
| 13-Sep-2017 |
Daily Weather Update |
India |
Ashwini Bansod |
|
| 13-Sep-2017 |
PATH |
India |
Anshul Bhargava |
|
| 12-Sep-2017 |
CPI, IIP: Above expectation; Retain no rate cut stance |
India |
Anjali Verma |
|
| 12-Sep-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 11-Sep-2017 |
Logistics Update: Major Ports Volume Tracker |
India |
Vikram Suryavanshi |
|
| 11-Sep-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 11-Sep-2017 |
Specialty Chemicals Conference - Key takeaways: Long-term value growth on track |
India |
Surya Patra |
|
| 11-Sep-2017 |
Daily Weather Update |
India |
Ashwini Bansod |
|
| 08-Sep-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 08-Sep-2017 |
Weekly Sugar Update |
India |
Ashwini Bansod |
|
| 08-Sep-2017 |
Daily Oils and Oilseeds Report |
India |
Rajini Panicker |
|
| 08-Sep-2017 |
Daily Cotton Update |
India |
Ashwini Bansod |
|
| 08-Sep-2017 |
Daily Weather Update |
India |
Ashwini Bansod |
|
| 07-Sep-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 06-Sep-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 06-Sep-2017 |
Dixon Technologies (I) Ltd - IPO: Piggy backing on the consumer durable story "SUBSCRIBE" |
India |
Deepak Agarwal |
|
| 06-Sep-2017 |
Bharat Electronics (BHE IN): FY17 annual report analysis |
India |
Jonas Bhutta |
|
| 05-Sep-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 04-Sep-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 04-Sep-2017 |
Magma Fincorp - Initiation - Rising like a phoenix - Sept 2017 |
India |
Pradeep Agrawal |
|
| 01-Sep-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 31-Aug-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 31-Aug-2017 |
Q1FY18 GDP: Fell to 5.7% - At nine quarter low; marred by high imports |
India |
Anjali Verma |
|
| 31-Aug-2017 |
Cement: Strong hopes of a recovery from Q3 |
India |
Vaibhav Agarwal |
|
| 30-Aug-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 30-Aug-2017 |
KEI Industries (Buy; TP: 300) Q1FY18: Wired for exponential growth; strong execution |
India |
Deepak Agarwal |
|
| 29-Aug-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 28-Aug-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 25-Aug-2017 |
Infosys: Back to the Future !! |
India |
Vibhor Singhal |
|
| 24-Aug-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 24-Aug-2017 |
Castrol Q2CY17 result update: Weak numbers due to GST hit; recovery by Q4CY17 |
India |
Surya Patra |
|
| 24-Aug-2017 |
Banking Sector Update - Saddled with stressed assets |
India |
Manish Agarwalla |
|
| 23-Aug-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 23-Aug-2017 |
Ahluwalia Contracts 1QFY18: Strong results; upgrades guidance – maintain BUY |
India |
Vibhor Singhal |
|
| 23-Aug-2017 |
Cement: Q1 Review and road ahead |
India |
Vaibhav Agarwal |
|
| 22-Aug-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 22-Aug-2017 |
Gateway Distriparks 1QFY18 Update: Losing traction Downgrade to Neutral |
India |
Vikram Suryavanshi |
|
| 21-Aug-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 18-Aug-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 18-Aug-2017 |
Infosys: Dr Sikka resigns; challenges ahead – but the worst is priced-in |
India |
Vibhor Singhal |
|
| 17-Aug-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 17-Aug-2017 |
PNC Infra 1QFY18: Muted results – along expected lines; 2H to be strong |
India |
Vibhor Singhal |
|
| 16-Aug-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 16-Aug-2017 |
Sadbhav Engg 1QFY18: Not enough for a rerating, maintain NEUTRAL |
India |
Vibhor Singhal |
|
| 16-Aug-2017 |
MPC Minutes: Neutral policy stance - well guarded |
India |
Anjali Verma |
|
| 16-Aug-2017 |
Vinati Organics Ltd (VO IN) - New projects/opportunities to drive future growth; NEUTRAL with TP of Rs 950 |
India |
Surya Patra |
|
| 16-Aug-2017 |
Pennar Industries 1QFY18: Strong growth across segments Maintain BUY |
India |
Vikram Suryavanshi |
|
| 16-Aug-2017 |
KNR 1QFY18: Continues to beat expectations – maintain BUY |
India |
Vibhor Singhal |
|
| 15-Aug-2017 |
Aarti Industries - Well on track for healthy long-term growth |
India |
Surya Patra |
|
| 14-Aug-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 14-Aug-2017 |
CPI/WPI soar higher due to vegetable prices risking rate cut possibility |
India |
Anjali Verma |
|
| 14-Aug-2017 |
CG Power (CGPOWER IN): 1QFY18 result review: Light at the end of the tunnel? |
India |
Jonas Bhutta |
|
| 14-Aug-2017 |
Praj Industries 1QFY18: Results below expectation; hopeful on 2G - biofuel Maintain BUY |
India |
Vikram Suryavanshi |
|
| 14-Aug-2017 |
Bank of Baroda Q1FY18 -Slippages rise |
India |
Manish Agarwalla |
|
| 14-Aug-2017 |
State Bank of India Q1FY18 -Facing merger related challenges |
India |
Manish Agarwalla |
|
| 14-Aug-2017 |
Sun Pharma (SUNP IN) - Bleak near-term; built specialty for future; NEUTRAL with TP of Rs 420 |
India |
Surya Patra |
|
| 14-Aug-2017 |
Cipla (CIPLA IN) - Q1 margins surprised positively, but priced in; NEUTRAL with TP of Rs 580 |
India |
Surya Patra |
|
| 14-Aug-2017 |
Cadila Healthcare (CDH IN) - Triggers are visible, but priced in; NEUTRAL with TP of Rs 450 |
India |
Surya Patra |
|
| 14-Aug-2017 |
Adani Ports 1QFY18: Muted results, adjusted for exceptional; Outlook remains bright |
India |
Vibhor Singhal |
|
| 12-Aug-2017 |
Meghmani Organics Ltd (MEGH IN) - Sees improving operating efficiency; BUY with TP of Rs 75 |
India |
Surya Patra |
|
| 11-Aug-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 11-Aug-2017 |
Allcargo Logistics 1QFY18: Consolidating position Maintian BUY |
India |
Vikram Suryavanshi |
|
| 11-Aug-2017 |
PEBS 1QFY18: Recovery in execution; Maintain BUY |
India |
Vikram Suryavanshi |
|
| 11-Aug-2017 |
Industrial Output; Marginally below expectation at -0.1% |
India |
Anjali Verma |
|
| 11-Aug-2017 |
Indo Count 1QFY18: Challengin times in short term - Maintain BUY |
India |
Surya Patra |
|
| 11-Aug-2017 |
Aurobindo Pharma (ARBP IN) - Remain confident on US business progress; BUY with TP Rs 900: |
India |
Surya Patra |
|
| 11-Aug-2017 |
Ashoka Buildcon 1QFY18 Results: Strong result; recent price correction – upgrade to BUY |
India |
Vibhor Singhal |
|
| 11-Aug-2017 |
BHEL (BHEL IN): 1QFY18 result review: Weak execution unable to absorb wage revision |
India |
Jonas Bhutta |
|
| 11-Aug-2017 |
VA Tech Wabag (VATW IN) 1QFY18 result review: Improvement in working capital remains key |
India |
Jonas Bhutta |
|
| 10-Aug-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 10-Aug-2017 |
Union Bank of India Q1FY18 - No respite to bad asset – Maintain Sell |
India |
Manish Agarwalla |
|
| 10-Aug-2017 |
Engineers India (ENGR IN) 1QFY18 result review: Enough surprises still up its sleeves |
India |
Jonas Bhutta |
|
| 10-Aug-2017 |
Manappuram Finance Q1FY18 - Asset quality worsens in subsidiaries |
India |
Pradeep Agrawal |
|
| 10-Aug-2017 |
Mid-term Expenditure Review: Infra investment to stay in focus in FY19-20, but no drastic rise |
India |
Anjali Verma |
|
| 10-Aug-2017 |
ITD Cementation 2QCY17: Continues to disappoint – maintain SELL |
India |
Vibhor Singhal |
|
| 10-Aug-2017 |
Finolex Cables (Buy; TP:550) Q1FY18: Strong operating performance |
India |
Deepak Agarwal |
|
| 10-Aug-2017 |
Thermax (TMX IN): 1QFY18 result review: Signs of improving outlook, but not yet reflected in earnings |
India |
Jonas Bhutta |
|
| 09-Aug-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 09-Aug-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 09-Aug-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 09-Aug-2017 |
SRF Ltd - Weak outlook for flurospecialty concerns; Cut TP to Rs 1400 |
India |
Surya Patra |
|
| 09-Aug-2017 |
Muthoot Finance Q1FY18 - Results beat estimates; Lower gold stock growth is worrying |
India |
Pradeep Agrawal |
|
| 09-Aug-2017 |
The India Cements - Management Meet Update - Maintain BUY (PO Rs290; +52%) |
India |
Vaibhav Agarwal |
|
| 09-Aug-2017 |
Repco Home Finance Q1FY18 - Weak asset quality – Maintain BUY |
India |
Manish Agarwalla |
|
| 08-Aug-2017 |
NCC 1QFY18: Decent results; robust orders pacifying the biggest concern |
India |
Vibhor Singhal |
|
| 08-Aug-2017 |
JKumar Update: Identified as ‘shell’ company by MCA; trading suspended |
India |
Vibhor Singhal |
|
| 07-Aug-2017 |
Logistics: Monthly volume update |
India |
Vikram Suryavanshi |
|
| 07-Aug-2017 |
VRL logistics: Better than expected on all parameters, Maintina Neutral |
India |
Deepak Agarwal |
|
| 07-Aug-2017 |
Voltas Limited (VOLT IN) 1QFY18 result review: Strong projects margins negated GST impact in UCP |
India |
Jonas Bhutta |
|
| 07-Aug-2017 |
Cummins India (KKC IN) 1QFY18 result review: Weak exports and margins continue to drag earnings |
India |
Jonas Bhutta |
|
| 04-Aug-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 04-Aug-2017 |
Central fiscal savings: Simplistically – subsidies to fall, public capex to rise in FY19-20 |
India |
Anjali Verma |
|
| 03-Aug-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 03-Aug-2017 |
Bajaj Electricals (BUY; TP: Rs 440) Q1FY18: Margins take a hit; CD sales to pick up |
India |
Deepak Agarwal |
|
| 03-Aug-2017 |
Lupin (LPC IN) - Dismal Q1; weak US outlook is a concern; Downgrade to NEUTRAL with TP of Rs 1100 |
India |
Surya Patra |
|
| 03-Aug-2017 |
Cognizant 2QCY17: Continues to outperform peers |
India |
Vibhor Singhal |
|
| 03-Aug-2017 |
HCC 1QFY18: Patience being tested ... |
India |
Vibhor Singhal |
|
| 03-Aug-2017 |
Punjab National Bank Q1FY18 - Asset quality deteriorates – Maintain Neutral |
India |
Manish Agarwalla |
|
| 03-Aug-2017 |
KEC International (KECI IN) Q1FY18: Positive earnings surprise on better margins, lower depreciation |
India |
Jonas Bhutta |
|
| 02-Aug-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 02-Aug-2017 |
Repo-rate cut in line but neutral stance retained |
India |
Anjali Verma |
|
| 02-Aug-2017 |
Shriram City Union Finance Q1FY18 - Results in line; NIM expansion offsets higher opex |
India |
Pradeep Agrawal |
|
| 02-Aug-2017 |
Ground View Magazine: July 2017 Issue: AFFORDABLE HOUSING: INDIA’S METAMORPHOSIS |
India |
Manish Agarwalla |
|
| 01-Aug-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 01-Aug-2017 |
V-Guard 1QFY18; Destocking hits performance - Neutral (Maintain) |
India |
Deepak Agarwal |
|
| 01-Aug-2017 |
Concor 1QFY18: Operational Improvement; Upgrade to BUY |
India |
Vikram Suryavanshi |
|
| 01-Aug-2017 |
GE T&D India (GETD IN) 1QFY18 result review: Results surprise on all counts |
India |
Jonas Bhutta |
|
| 31-Jul-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 31-Jul-2017 |
Shriram Transport Finance Q1FY18 - Outperformance across parameters; Attractive valuations |
India |
Pradeep Agrawal |
|
| 31-Jul-2017 |
IPO Note: Cochin Shipyard Ltd: Good company at reasonable valuations leaves room for upside |
India |
Jonas Bhutta |
|
| 31-Jul-2017 |
TechM 1QFY18: Still a steep climb ahead – valuations limit the downside |
India |
Vibhor Singhal |
|
| 31-Jul-2017 |
LIC Housing Finance Q1FY18 - Margin and asset quality deteriorates – Maintain Neutral |
India |
Manish Agarwalla |
|
| 30-Jul-2017 |
Biocon (BIOS IN) - Weak Q1; biosimilars remain key triggers; Maintain BUY with TP Rs 540 |
India |
Surya Patra |
|
| 30-Jul-2017 |
Glenmark Pharma (GNP IN) - Strong Q1, but no debt reduction remains a concern; BUY with TP of Rs 830 |
India |
Surya Patra |
|
| 29-Jul-2017 |
Larsen & Toubro 1QFY18 result review : Not many takeaways except faster domestic execution |
India |
Jonas Bhutta |
|
| 28-Jul-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 28-Jul-2017 |
Cholamandalam Finance Q1FY18 - Margin improvement drives surprise; asset quality stable |
India |
Pradeep Agrawal |
|
| 28-Jul-2017 |
UP Budget: Quality spend slashed for farm loan and fiscal consolidation |
India |
Anjali Verma |
|
| 28-Jul-2017 |
Dr Reddy’s Labs (DRRD IN) - GST and US challenges weakened margin profile; NEUTRAL with TP of Rs 2550 |
India |
Surya Patra |
|
| 27-Jul-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 27-Jul-2017 |
HCL Tech 1QFY18: Right strategy yielding right results – maintain BUY |
India |
Vibhor Singhal |
|
| 27-Jul-2017 |
ICICI Bank Q1FY18 - Cleaning the legacy stress – Maintain Buy |
India |
Manish Agarwalla |
|
| 27-Jul-2017 |
Navkar 1QFY18 Update: Better operating performance; Maintan BUY |
India |
Vikram Suryavanshi |
|
| 27-Jul-2017 |
Daily Cotton Update |
India |
Ashwini Bansod |
|
| 27-Jul-2017 |
Daily Weather Update |
India |
Ashwini Bansod |
|
| 27-Jul-2017 |
Daily Metals And Energy Technical Trades Update |
India |
Anup Kumar |
|
| 27-Jul-2017 |
Daily Agri Trades Technical Trades Update |
India |
Anup Kumar |
|
| 26-Jul-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 26-Jul-2017 |
HDFC Ltd Q1FY18 - Stable Performance – Maintain Neutral |
India |
Manish Agarwalla |
|
| 26-Jul-2017 |
Axis Bank Q1FY18 - NIM decline to hit core earnings – Maintain Buy |
India |
Manish Agarwalla |
|
| 25-Jul-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 25-Jul-2017 |
M&M Financial Services Q1FY18 - Operating results in line; asset quality remains weak |
India |
Pradeep Agrawal |
|
| 25-Jul-2017 |
HDFC Bank Q1FY18 - Strong growth resurrects; agri NPA an one-off event |
India |
Manish Agarwalla |
|
| 24-Jul-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 24-Jul-2017 |
IRB 1QFY18: Robust execution; Traffic growth tepid |
India |
Vibhor Singhal |
|
| 24-Jul-2017 |
Dewan Housing Finance Q1FY18 - Strong performance, cost-income ratio improves |
India |
Manish Agarwalla |
|
| 24-Jul-2017 |
Atul Ltd (ATLP IN) - Disappointing quarter; growth challenges intact; NEUTRAL with TP of Rs 2270 |
India |
Surya Patra |
|
| 24-Jul-2017 |
DIVI IN - Weak Q1 results, but quarter specific; see earning upgrade; Maintain BUY with TP of Rs 770 |
India |
Surya Patra |
|
| 21-Jul-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 21-Jul-2017 |
Indian Bank Q1FY18 - Good performance. Asset quality is improving |
India |
Manish Agarwalla |
|
| 21-Jul-2017 |
NIIT Tech 1QFY18: Solid start to the year – outlook bright – maintain BUY |
India |
Vibhor Singhal |
|
| 20-Jul-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 20-Jul-2017 |
Wipro 1QFY18: On the right track – but still the laggard; maintain SELL |
India |
Vibhor Singhal |
|
| 20-Jul-2017 |
ABB India (ABB IN) Q2CY16: Earnings below expectations, but strong cash flow |
India |
Jonas Bhutta |
|
| 20-Jul-2017 |
Havells India Ltd: Destocking resulted in lower growth and margin |
India |
Deepak Agarwal |
|
| 20-Jul-2017 |
Canara Bank Q1FY18 - NPA Shock continues |
India |
Manish Agarwalla |
|
| 19-Jul-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 19-Jul-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 19-Jul-2017 |
MindTree 1QFY18: Revenue growth decelerating; Margins at multi-year low |
India |
Vibhor Singhal |
|
| 19-Jul-2017 |
Aurobindo Pharma (ARBP IN) - gRenvela approval strengthens US sales and earnings; BUY with TP of Rs 900 |
India |
Surya Patra |
|
| 19-Jul-2017 |
ACC - Maitain NEUTRAL (PO Rs1725 (-3%) |
India |
Vaibhav Agarwal |
|
| 19-Jul-2017 |
Daily Metals And Energy Technical Trades Update |
India |
Anup Kumar |
|
| 19-Jul-2017 |
Daily Agri Trades Technical Trades Update |
India |
Anup Kumar |
|
| 18-Jul-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 17-Jul-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 17-Jul-2017 |
DCB Bank Q1FY18 - Strong performance, but GST poses near term challenge |
India |
Manish Agarwalla |
|
| 17-Jul-2017 |
Logistics: Major Ports Volume Tracker |
India |
Vikram Suryavanshi |
|
| 17-Jul-2017 |
Biocon (BIOS IN) - Upgrade to BUY with TP Rs 540 on big boost to biosimilar initiatives: |
India |
Surya Patra |
|
| 14-Jul-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 14-Jul-2017 |
Infosys 1QFY18: The perfect pedestal ... |
India |
Vibhor Singhal |
|
| 14-Jul-2017 |
WPI Inflation- Fell below expectation to 0.9% |
India |
Anjali Verma |
|
| 13-Jul-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 13-Jul-2017 |
Bajaj Corp Q1FY18: Tertiary demand unaffected by GST implementation; Maintain BUY |
India |
Jubil Jain |
|
| 13-Jul-2017 |
TCS 1QFY18: Falling into the ‘growth-margin’ quagmire |
India |
Vibhor Singhal |
|
| 13-Jul-2017 |
Daily Metals And Energy Technical Trades Update |
India |
Anup Kumar |
|
| 13-Jul-2017 |
Daily Agri Trades Technical Trades Update |
India |
Anup Kumar |
|
| 12-Jul-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 12-Jul-2017 |
CPI, IIP Muted Inflation; 25bps Rate cut likely in August |
India |
Anjali Verma |
|
| 12-Jul-2017 |
IndusInd Bank Q1FY18 - Strong risk adjusted return |
India |
Manish Agarwalla |
|
| 12-Jul-2017 |
Q1FY18 Results Preview: A listless quarter |
India |
India Research Team |
|
| 11-Jul-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 11-Jul-2017 |
Financials Q1FY18 Preview: Another muted quarter; recovery remains weak |
India |
Manish Agarwalla |
|
| 10-Jul-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 10-Jul-2017 |
IDFC-Shriram Merger - July 2017 - Merger high on hope less on synergies |
India |
Pradeep Agrawal |
|
| 10-Jul-2017 |
The India Cements Ltd - Plant Visit Update - Maintain BUY - (PO Rs320; +56%) |
India |
Vaibhav Agarwal |
|
| 10-Jul-2017 |
Daily Metals And Energy Technical Trades Update |
India |
Anup Kumar |
|
| 10-Jul-2017 |
Daily Agri Trades Technical Trades Update |
India |
Anup Kumar |
|
| 10-Jul-2017 |
Specialty Chemicals - Q1FY18 preview: Steady progress continues |
India |
Surya Patra |
|
| 10-Jul-2017 |
Aarti Industries (ARTO IN) - To rerate on strong long-term growth visibility; BUY with TP of Rs 1200 |
India |
Surya Patra |
|
| 07-Jul-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 07-Jul-2017 |
Pharmaceuticals - Q1FY18 preview: GST and US pricing pressure to hurt profitability |
India |
Surya Patra |
|
| 07-Jul-2017 |
Daily Metals And Energy Technical Trades Update |
India |
Anup Kumar |
|
| 07-Jul-2017 |
Daily Agri Trades Technical Trades Update |
India |
Anup Kumar |
|
| 06-Jul-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 05-Jul-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 05-Jul-2017 |
IT Services 1QFY18 Preview: Starting on a weak footing, yet again |
India |
Vibhor Singhal |
|
| 04-Jul-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 04-Jul-2017 |
Camlin Fine Sciences - Well on track of forward integration for value growth; BUY with TP of Rs 120 |
India |
Surya Patra |
|
| 04-Jul-2017 |
Daily Metals And Energy Technical Trades Update |
India |
Anup Kumar |
|
| 04-Jul-2017 |
Daily Agri Trades Technical Trades Update |
India |
Anup Kumar |
|
| 03-Jul-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 03-Jul-2017 |
Daily Cotton Update |
India |
Ashwini Bansod |
|
| 03-Jul-2017 |
Daily Weather Update |
India |
Ashwini Bansod |
|
| 03-Jul-2017 |
Capital Goods & Engineering: 1QFY18 CMIE capex data takeaways: Weakness in new projects continues |
India |
Jonas Bhutta |
|
| 30-Jun-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 29-Jun-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 29-Jun-2017 |
Daily Metals And Energy Technical Trades Update |
India |
Anup Kumar |
|
| 29-Jun-2017 |
Daily Agri Trades Technical Trades Update |
India |
Anup Kumar |
|
| 29-Jun-2017 |
Pharma Update - US policy concerns pricing; a relief from “price negotiations |
India |
Surya Patra |
|
| 28-Jun-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 28-Jun-2017 |
Daily Weather Update, June 28 |
India |
Ashwini Bansod |
|
| 28-Jun-2017 |
AU Small Finance Bank IPO Note- Quality, with growth - Subscribe |
India |
Pradeep Agrawal |
|
| 27-Jun-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 27-Jun-2017 |
Daily Metals And Energy Technical Trades Update |
India |
Anup Kumar |
|
| 27-Jun-2017 |
Daily Agri Trades Technical Trades Update |
India |
Anup Kumar |
|
| 23-Jun-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 23-Jun-2017 |
Accenture 3QFY17: Outsourcing showing signs of pick-up |
India |
Vibhor Singhal |
|
| 23-Jun-2017 |
Daily Metals And Energy Technical Trades Update |
India |
Anup Kumar |
|
| 23-Jun-2017 |
Daily Agri Trades Technical Trades Update |
India |
Anup Kumar |
|
| 22-Jun-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 22-Jun-2017 |
Daily Metals And Energy Technical Trades Update |
India |
Anup Kumar |
|
| 22-Jun-2017 |
Daily Weather Report |
India |
Ashwini Bansod |
|
| 22-Jun-2017 |
Daily Agri Trades Technical Trades Update |
India |
Anup Kumar |
|
| 22-Jun-2017 |
MPC Minutes: Not so positive tone on rate cuts; we retain 0-50bps cut |
India |
Anjali Verma |
|
| 21-Jun-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 21-Jun-2017 |
Dr Reddy’s (DRRD IN) - Building base to regain in US; NEUTRAL with TP of Rs 3000 |
India |
Surya Patra |
|
| 20-Jun-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 20-Jun-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 20-Jun-2017 |
Eris Lifesciences - Rich valuations are a concern; Avoid |
India |
Surya Patra |
|
| 20-Jun-2017 |
Daily Metals And Energy Technical Trades Update |
India |
Anup Kumar |
|
| 20-Jun-2017 |
Daily Agri Trades Technical Trades Update |
India |
Anup Kumar |
|
| 19-Jun-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 19-Jun-2017 |
Daily Weather Update |
India |
Ashwini Bansod |
|
| 19-Jun-2017 |
Daily Cotton Update Jun 19, 2017 |
India |
Ashwini Bansod |
|
| 19-Jun-2017 |
Bharat Electronics (BHE IN): High visibility on orders + robust FCF = Premium valuations |
India |
Jonas Bhutta |
|
| 16-Jun-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 16-Jun-2017 |
Balance of Payment: Q4CAD narrowed down to 0.6% in line with expectations |
India |
Anjali Verma |
|
| 15-Jun-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 14-Jun-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 14-Jun-2017 |
WPI Inflation:Sharply below expectations; rate cut seems likely |
India |
Anjali Verma |
|
| 13-Jun-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 12-Jun-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 12-Jun-2017 |
CPI, IIP - Good set of data; scope for rate cut |
India |
Anjali Verma |
|
| 12-Jun-2017 |
Infrastructure: The ‘order-book-keeper’ |
India |
Vibhor Singhal |
|
| 12-Jun-2017 |
KEC International (KECI IN): Management meeting takeaways (PhillipCapital India) |
India |
Jonas Bhutta |
|
| 09-Jun-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 08-Jun-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 08-Jun-2017 |
Ashoka Buildcon 4QFY17: Core business steady – ‘diversifications’ increasing the risk |
India |
Vibhor Singhal |
|
| 08-Jun-2017 |
Cadila Healthcare (CDH IN) - Rich valuations on strong US sales visibility; Maintain NEUTRAL with TP of Rs 470 |
India |
Surya Patra |
|
| 07-Jun-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 07-Jun-2017 |
Monetary Policy: Stance neutral, tone dovish (realistic); boost for housing |
India |
Anjali Verma |
|
| 07-Jun-2017 |
Aspiring India - Ground View Conference: Key takeaways |
India |
India Research Team |
|
| 06-Jun-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 06-Jun-2017 |
KDDL 4QFY17 Update - Short-term regulatory overhang: Maintain BUY |
India |
Vikram Suryavanshi |
|
| 05-Jun-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 05-Jun-2017 |
Sadbhav Engg: Initiating Coverage: Wait for the inflection point continues |
India |
Vibhor Singhal |
|
| 05-Jun-2017 |
Navkar Corporation 4QFY17 Update: Creating sustainable model Maintian BUY |
India |
Vikram Suryavanshi |
|
| 05-Jun-2017 |
SRF Ltd (SRF IN) - Earnings growth in FY18 is a challenge; Maintain NEUTRAL with TP of Rs 1550 |
India |
Surya Patra |
|
| 02-Jun-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 01-Jun-2017 |
L&T Technology Services: Engineering is in the DNA |
India |
Vibhor Singhal |
|
| 01-Jun-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 01-Jun-2017 |
IPCA Laboratories (IPCA IN) - No visibility of plant clearance yet; Maintain NEUTRAL with TP of Rs 480 |
India |
Surya Patra |
|
| 01-Jun-2017 |
Bajaj Electricals Ltd 4QFY17; Strong improvement in balance sheet & cash flow : Maintain - BUY |
India |
Deepak Agarwal |
|
| 01-Jun-2017 |
IT Services: Engineering R&D: The Desert Rose |
India |
Vibhor Singhal |
|
| 01-Jun-2017 |
Voltas Limited (VOLT IN): Takeaways from our interaction with Arcelik A.S |
India |
Jonas Bhutta |
|
| 01-Jun-2017 |
BHEL (BHEL IN) Q4FY17: Earnings beat led by margins but not sustainable |
India |
Jonas Bhutta |
|
| 31-May-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 31-May-2017 |
GDP data – Disappointing: Financials, construction, and investments – A big drag |
India |
Anjali Verma |
|
| 31-May-2017 |
Finolex Cables Ltd 4QFY17: Higher copper prices, impacted margin; Maintain - BUY |
India |
Deepak Agarwal |
|
| 31-May-2017 |
KNR 4QFY17: Continues to beat expectations – maintain BUY |
India |
Vibhor Singhal |
|
| 31-May-2017 |
JKumar Infra: Execution challenges persist – resume coverage with Neutral |
India |
Vibhor Singhal |
|
| 31-May-2017 |
Aurobindo Pharma (ARBP IN) - Weak results but attractively valued; Maintained BUY with TP of Rs 780 |
India |
Surya Patra |
|
| 31-May-2017 |
Britannia Q4FY17: RM cost inflation continues to bite, cost control in focus |
India |
Jubil Jain |
|
| 30-May-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 30-May-2017 |
Larsen & Toubro (LT IN) Q4FY17: Adjustments below EBITDA lead the beat to earnings |
India |
Jonas Bhutta |
|
| 30-May-2017 |
Ahluwalia 4QFY17: Temporary blip in margins; Is now a ‘net-cash’ company |
India |
Vibhor Singhal |
|
| 30-May-2017 |
IRB Infra 4QFY17: Decent results; balance sheet strengthened by InvIT - |
India |
Vibhor Singhal |
|
| 29-May-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 29-May-2017 |
VA Tech Wabag (VATW IN) Q4FY17: Execution led beat in earnings; Thesis on track |
India |
Jonas Bhutta |
|
| 29-May-2017 |
Jubilant Food Q4FY17: Weak operating performance, cautious commentary; Downgrade to Sell |
India |
Surya Patra |
|
| 29-May-2017 |
India Cements - Maintain BUY (PO Rs320; +70%): Top Mid Cap Pick |
India |
Vaibhav Agarwal |
|
| 29-May-2017 |
Cadila Healthcare (CDH IN) - Exclusivity in gLialda excites but priced in; Maintain NEUTRAL with TP of Rs 425 |
India |
Surya Patra |
|
| 29-May-2017 |
Divi’s Laboratories (DIVI IN) - Ready to move on despite regulatory challenges; Upgrade to BUY with TP of Rs 690 |
India |
Surya Patra |
|
| 29-May-2017 |
CG Power (CGPOWER IN) Q4FY17: Weak results on poor execution and margins |
India |
Jonas Bhutta |
|
| 29-May-2017 |
GE T&D India (GETD IN) Q4FY17: Robust 4Q but weak outlook on orders and margins |
India |
Jonas Bhutta |
|
| 27-May-2017 |
TechM 4QFY17: No respite for margins – down to single digits – SELL |
India |
Vibhor Singhal |
|
| 26-May-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 26-May-2017 |
Sun Pharma (SUNP IN) - Enters into the phase of earning decline; Downgrade to NEUTRAL with TP Rs 620 |
India |
Surya Patra |
|
| 26-May-2017 |
Concor 4QFY17: Operational recovery - Maintain Neutral |
India |
Vikram Suryavanshi |
|
| 26-May-2017 |
PNC Infra 4QFY17: Muted results; 1H to be weak – Fundamentals remain strong |
India |
Vibhor Singhal |
|
| 26-May-2017 |
Voltas Limited (VOLT IN) Q4FY17: Margin-led surprise; consumer durables foray – a positive |
India |
Jonas Bhutta |
|
| 26-May-2017 |
Cipla (CIPLA IN) - GST-led trade disturbance poses margins risk; NEUTRAL with TP of Rs 460 |
India |
Surya Patra |
|
| 26-May-2017 |
Praj Industries 4QFY17: Short-term weakness, 2G to support Maintian BUY |
India |
Vikram Suryavanshi |
|
| 26-May-2017 |
Manappuram Finance Q4FY17 - Operating results inline; growth moderates |
India |
Pradeep Agrawal |
|
| 25-May-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 25-May-2017 |
Adani Ports: 4QFY17: Decent result – Balance sheet strong – Outlook bright |
India |
Vibhor Singhal |
|
| 24-May-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 24-May-2017 |
Lupin (LPC IN) - Business challenges in US priced in; Maintain BUY with TP of Rs 1550 |
India |
Surya Patra |
|
| 24-May-2017 |
Engineers India (ENGR IN) Q4FY17: Run its course, downgrade to Neutral |
India |
Jonas Bhutta |
|
| 24-May-2017 |
Sun Pharma (SUNP IN) - Cut Q4 earnings estimates by 8% on dismal Taro results; BUY with TP of Rs 800 |
India |
Surya Patra |
|
| 24-May-2017 |
Allcargo 4QFY17 Update: Operating performance in line Maintain BUY |
India |
Vikram Suryavanshi |
|
| 23-May-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 23-May-2017 |
NCC 4QFY17: Muted results; Balance Sheet strengthens further |
India |
Vibhor Singhal |
|
| 23-May-2017 |
SRF Ltd (SRF IN) - Lack of visibility on fluorospecialty is worrying; Maintain NEUTRAL with TP of Rs 1550 |
India |
Surya Patra |
|
| 23-May-2017 |
Camlin Fine Sciences (CFIN IN) - Expects business revival from Q2; Maintain BUY with TP of Rs 120 |
India |
Surya Patra |
|
| 22-May-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 22-May-2017 |
Aarti Industries (ARTO IN) - To see expansion-led growth; Maintain BUY with TP of Rs 980 |
India |
Surya Patra |
|
| 22-May-2017 |
V-Guard Industries Ltd 4QFY17; (Neutral; TP: Rs 185): Revenue above expectations |
India |
Deepak Agarwal |
|
| 22-May-2017 |
VRL Logistics Ltd - 4QFY17; (Neutral; TP: Rs 330): Bus segment takes a hit |
India |
Deepak Agarwal |
|
| 22-May-2017 |
KEC International (KECI IN) Q4FY17: Strong all-round performance buoys 4Q, our thesis is playing out |
India |
Jonas Bhutta |
|
| 22-May-2017 |
State Bank of India Q4FY17 - On a cleaner slate – Maintain BUY |
India |
Manish Agarwalla |
|
| 19-May-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 19-May-2017 |
Pennar Industries 4QFY17: Revenue mix support in challenging times; Maintian BUY |
India |
Vikram Suryavanshi |
|
| 19-May-2017 |
Muthoot Finance Q4FY17 - Operating performance in line; asset quality improves |
India |
Pradeep Agrawal |
|
| 19-May-2017 |
Cummins India (KKC IN) Q4FY17: Poor sales mix and weak exports drag earnings |
India |
Jonas Bhutta |
|
| 19-May-2017 |
Bank of Baroda Q4FY17 - Operating performance improves– Maintain Neutral |
India |
Manish Agarwalla |
|
| 19-May-2017 |
GDL Q4FY17 Update: Competitive pressure dents performance, Maintain BUY |
India |
Vikram Suryavanshi |
|
| 18-May-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 18-May-2017 |
Meghmani Organics Ltd (MEGH IN) - Attractively valued; Maintain BUY with TP of Rs 58: |
India |
Surya Patra |
|
| 18-May-2017 |
JK Lakshmi Cement - Reiterate BUY (PO Rs600; +25%) |
India |
Vaibhav Agarwal |
|
| 17-May-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 17-May-2017 |
Shree Cement (Maintain Neutral - PO Rs17,500): |
India |
Vaibhav Agarwal |
|
| 16-May-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 16-May-2017 |
Indo Count 4QFY17 Update: Weaving a long-term growth story; Maintian BUY |
India |
Vikram Suryavanshi |
|
| 16-May-2017 |
JK Cement (PO - Rs1400) - Maintain BUY |
India |
Vaibhav Agarwal |
|
| 16-May-2017 |
Punjab National Bank Q4FY17 - Operating results weak; Employee provision reversal aid earnings – Maintain Neutra |
India |
Manish Agarwalla |
|
| 16-May-2017 |
Colgate Q4FY17: Long term growth story intact; Maintain Buy |
India |
Jubil Jain |
|
| 15-May-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 15-May-2017 |
Siemens India (SIEM IN): Takeaways from analyst meet |
India |
Jonas Bhutta |
|
| 15-May-2017 |
Mangalam Cement - Maintain BUY (PO-Rs420; +23%): |
India |
Vaibhav Agarwal |
|
| 15-May-2017 |
Affordable housing - The next big boom for financiers |
India |
Manish Agarwalla |
|
| 15-May-2017 |
Vinati Organics Ltd (VO IN) - Ramp up in new products drives; NEUTRAL with TP of Rs 800 |
India |
Surya Patra |
|
| 15-May-2017 |
PEBS Q4FY17 Update: Margins declined, execution in line; Maintain BUY |
India |
Vikram Suryavanshi |
|
| 15-May-2017 |
Inox Wind (INXW IN) Q4FY17: Structural changes in the sector puts a cloud over FY18 earnings; Under Review |
India |
Jonas Bhutta |
|
| 15-May-2017 |
GSK Consumer Q4FY17: Yearning for volume growth; Maintain BUY |
India |
Jubil Jain |
|
| 15-May-2017 |
Titan Q4FY17 update: Strong operating performance, growth story intact; Maintain BUY |
India |
Jubil Jain |
|
| 12-May-2017 |
IIP, WPI, CPI: All is good under the new series – IIP higher, WPI lower |
India |
Anjali Verma |
|
| 12-May-2017 |
Dr Reddy’s Laboratories (DRRD IN) - Delay in plant clearance to hurt; Upgrade to NEUTRAL with TP of Rs 2500 |
India |
Surya Patra |
|
| 12-May-2017 |
Asian Paints Q4FY17: Volume growth back to pre-demonetisation levels; Maintain Neutral |
India |
Jubil Jain |
|
| 12-May-2017 |
Glenmark Pharma (GNP IN) - Price competition in the US and static net debt concerns; BUY with TP of Rs 910: |
India |
Surya Patra |
|
| 12-May-2017 |
Havells India Ltd - 4QFY17; CD and Switchgear done well: NEUTRAL (Maintain) |
India |
Deepak Agarwal |
|
| 12-May-2017 |
ITD Cementation 1QCY17:Disappoints yet again – maintain SELL - |
India |
Vibhor Singhal |
|
| 12-May-2017 |
KEI Industries Ltd - 4QFY17; Strong product mix and healthy order book: BUY (Maintain) |
India |
Deepak Agarwal |
|
| 11-May-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 11-May-2017 |
HCL Tech 4QFY17: Decent results, guidance marginally ahead of peers |
India |
Vibhor Singhal |
|
| 11-May-2017 |
Bajaj Electricals - BUY (Upgrade); TOC and RREP are coming into play – rerating soon |
India |
Deepak Agarwal |
|
| 11-May-2017 |
Dalmia Bharat - PO (Rs3,200) - Maintain BUY |
India |
Vaibhav Agarwal |
|
| 10-May-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 10-May-2017 |
Siemens India (SIEM IN) Q2FY17: Strong inflows and execution, but margins disappoint |
India |
Jonas Bhutta |
|
| 10-May-2017 |
Savings, flows, and markets: Uptrend in financial savings has just begun! |
India |
Anjali Verma |
|
| 10-May-2017 |
Major Ports Volume Tracker: Recovery in container volumes |
India |
Vikram Suryavanshi |
|
| 09-May-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 09-May-2017 |
Godrej Consumer Q4FY17 update: Strong operating performance; Downgrade to Neutral |
India |
Jubil Jain |
|
| 09-May-2017 |
ABB India (ABB IN) Q1CY17: Strong inflows; positive outlook, but expensive |
India |
Jonas Bhutta |
|
| 09-May-2017 |
Canara Bank Q4FY17 - Asset quality pain continues – Maintain Neutral |
India |
Manish Agarwalla |
|
| 09-May-2017 |
HCC 4QFY17: Decent results, masked by exceptionals |
India |
Vibhor Singhal |
|
| 09-May-2017 |
Emami Q4FY17: International business impacts growth; Maintain Neutral |
India |
Jubil Jain |
|
| 08-May-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 08-May-2017 |
Ground View Magazine: April 2017 Issue: INDIAN MODERN RETAIL 2.0: GETTING DOWN TO BRASS TACKS |
India |
Jubil Jain |
|
| 08-May-2017 |
Atul Ltd - Capacity expansions to drive growth; Upgrade to Neutral |
India |
Surya Patra |
|
| 08-May-2017 |
Cognizant 1QCY17: Results inline; Strong guidance for Q2 |
India |
Vibhor Singhal |
|
| 08-May-2017 |
NIIT Tech 4QFY17: Strong performance, Bright outlook – maintain BUY |
India |
Vibhor Singhal |
|
| 05-May-2017 |
Agro Tech Foods Q4FY17 update: Foods category growth starting to pick up; Maintain Buy |
India |
Jubil Jain |
|
| 05-May-2017 |
Integrated Transport & Logistics : Focus on infrastructure and ease of doing business |
India |
Vikram Suryavanshi |
|
| 05-May-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 04-May-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 04-May-2017 |
HDFC Ltd Q4FY17 - Stable Performance – Maintain Neutral |
India |
Manish Agarwalla |
|
| 04-May-2017 |
ICICI Bank Q4FY17 - Elevated stress to keep credit cost high – Maintain Buy |
India |
Manish Agarwalla |
|
| 03-May-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 03-May-2017 |
Shriram City Union Finance Q4FY17 - May 2017 - Operating performance in line; higher provisioning dents earnings |
India |
Pradeep Agrawal |
|
| 02-May-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 02-May-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 02-May-2017 |
BIOS IN - Nod for biosimilars is the next key trigger: |
India |
Surya Patra |
|
| 02-May-2017 |
Cholamandalam Finance Q4FY17 - Results in line with expectation; asset quality stable |
India |
Pradeep Agrawal |
|
| 02-May-2017 |
Mahindra CIE (MACA IN, BUY, TP: Rs 330): Strong all-round performance |
India |
Vibhor Singhal |
|
| 28-Apr-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 28-Apr-2017 |
Ambuja Cements - Upgrade to BUY - PO Rs290 (+18%) |
India |
Vaibhav Agarwal |
|
| 28-Apr-2017 |
KPIT Tech 4QFY!7: Inorganic boost to results; outlook remains gloomy |
India |
Vibhor Singhal |
|
| 27-Apr-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 27-Apr-2017 |
Shriram Transport Finance Q4FY17 - Apr 2017 - Operating results above estimates; asset quality stable |
India |
Pradeep Agrawal |
|
| 27-Apr-2017 |
IRB Infra: InvIT – One small step – Giant leap for the sector |
India |
Vibhor Singhal |
|
| 27-Apr-2017 |
Cement - Time to revisit mid-cap stock valuations |
India |
Vaibhav Agarwal |
|
| 27-Apr-2017 |
HCL Tech: On the right track; attractive after correction – Upgrade |
India |
Vibhor Singhal |
|
| 27-Apr-2017 |
Axis Bank Q4FY17 - Strong core performance but stress still persists – Upgrade Buy |
India |
Manish Agarwalla |
|
| 26-Apr-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 26-Apr-2017 |
Persistent 4QFY17: Mixed results, valuations still expensive – maintain SELL |
India |
Vibhor Singhal |
|
| 25-Apr-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 25-Apr-2017 |
M&M Financial Services Q4FY17 - Operating performance strong; growth accelerates |
India |
Pradeep Agrawal |
|
| 25-Apr-2017 |
Indian Bank Q4FY17 - Aiming higher – Maintain Buy |
India |
Manish Agarwalla |
|
| 25-Apr-2017 |
Wipro 4QFY17: Decent results, undone by disappointing guidance |
India |
Vibhor Singhal |
|
| 25-Apr-2017 |
UltraTech Cement - Maintain BUY +21% (PO: Rs5,000): |
India |
Vaibhav Agarwal |
|
| 24-Apr-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 24-Apr-2017 |
HDFC Bank Q4FY17 - Outpacing industry growth |
India |
Manish Agarwalla |
|
| 21-Apr-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 21-Apr-2017 |
Capital Goods: Namami Ganga - Revisiting the scheme: Its cleanup time |
India |
Jonas Bhutta |
|
| 20-Apr-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 20-Apr-2017 |
Mindtree Ltd 4QFY17: Decent results; dealflow remains a concern |
India |
Vibhor Singhal |
|
| 20-Apr-2017 |
MPC Minutes: Laser sharp focus on 4% inflation, abundant upside risks |
India |
Anjali Verma |
|
| 20-Apr-2017 |
Currency: Path has changed to appreciation bias |
India |
Anjali Verma |
|
| 20-Apr-2017 |
IndusInd Bank Q4FY17 - Gaining ground for sustainable growth |
India |
Manish Agarwalla |
|
| 19-Apr-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 19-Apr-2017 |
East India Visit Update - Earnings rebound appears very strong in Q1 |
India |
Vaibhav Agarwal |
|
| 18-Apr-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 18-Apr-2017 |
TCS 4QFY17: Disappointing – just as we expected – maintain SELL |
India |
Vibhor Singhal |
|
| 17-Apr-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 17-Apr-2017 |
Bajaj Corp Q4FY17: Secondary sales growth intact; Maintain BUY |
India |
Jubil Jain |
|
| 17-Apr-2017 |
DCB Bank Q4FY17 - Earning drivers intact |
India |
Manish Agarwalla |
|
| 17-Apr-2017 |
WPI Inflation: Expectedly fell to 5.7%, to trend lower in coming months |
India |
Anjali Verma |
|
| 17-Apr-2017 |
Indian Tiles Industry: “ADD” – not moving the needle |
India |
Deepak Agarwal |
|
| 17-Apr-2017 |
RBI PCA framework - Stricter supervision for PSBs ahead |
India |
Manish Agarwalla |
|
| 13-Apr-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 13-Apr-2017 |
Infosys 4QFY17: Growth disappoints – outperformance to take longer |
India |
Vibhor Singhal |
|
| 12-Apr-2017 |
CPI muted; IIP bitter on sugar fall, stable otherwise |
India |
Anjali Verma |
|
| 12-Apr-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 11-Apr-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 11-Apr-2017 |
Aegis Logistics Visit Note : Positioned for growth |
India |
Vikram Suryavanshi |
|
| 11-Apr-2017 |
Logistics: Major Ports Volume |
India |
Vikram Suryavanshi |
|
| 10-Apr-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 10-Apr-2017 |
Financials Q4FY17 Preview: Another muted quarter; recovery remains weak |
India |
Manish Agarwalla |
|
| 10-Apr-2017 |
Ashoka Buildcon: Business risks increasing; valuations complete - Downgrade to NEUTRAL |
India |
Vibhor Singhal |
|
| 10-Apr-2017 |
Consumer Q4FY17 preview: Recovery to pre-demonetisation levels |
India |
Jubil Jain |
|
| 07-Apr-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 06-Apr-2017 |
Monetary Policy: Stance neutral, tone hawkish; liquidity to be neutralised |
India |
Anjali Verma |
|
| 06-Apr-2017 |
Pharmaceuticals - Q4FY17: Muted growth due to high base |
India |
Surya Patra |
|
| 06-Apr-2017 |
IT Services Q4FY17 Preview: Nothing much to cheer about |
India |
Vibhor Singhal |
|
| 06-Apr-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 05-Apr-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 05-Apr-2017 |
Capital Goods & Engineering: 4QFY17 CMIE capex data takeaways |
India |
Jonas Bhutta |
|
| 03-Apr-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 01-Apr-2017 |
KEC International (KECI IN): Ticking all the right boxes (PhillipCapital India) |
India |
Jonas Bhutta |
|
| 01-Apr-2017 |
KEC International (KECI IN): Ticking all the right boxes (PhillipCapital India) |
India |
Jonas Bhutta |
|
| 01-Apr-2017 |
KEC International (KECI IN): Ticking all the right boxes (PhillipCapital India) |
India |
Jonas Bhutta |
|
| 31-Mar-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 30-Mar-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 30-Mar-2017 |
Infrastructure: Hybrid Annuity Model – gaining momentum - (PhillipCapital India) |
India |
Vibhor Singhal |
|
| 29-Mar-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 29-Mar-2017 |
Praj Industries Update- 2G ethanol to pick up, Maintian BUY (PhillipCapital India) |
India |
Vikram Suryavanshi |
|
| 28-Mar-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 28-Mar-2017 |
Building Material & Home Appliances: Conference - Key takeaways (PhillipCapital India) |
India |
Deepak Agarwal |
|
| 28-Mar-2017 |
Building Material & Home Appliances: Conference - Key takeaways (PhillipCapital India) |
India |
Deepak Agarwal |
|
| 27-Mar-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 27-Mar-2017 |
Divi’s Laboratories (DIVI IN) - Growth outlook remains muted; NEUTRAL with TP of Rs 690: (PhillipCapital India) |
India |
Surya Patra |
|
| 24-Mar-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 24-Mar-2017 |
Pharma Regulators’ Day - Key takeaways |
India |
Surya Patra |
|
| 24-Mar-2017 |
Accenture 2QFY17: Outsourcing weakness persists; Consulting catches it too |
India |
Vibhor Singhal |
|
| 23-Mar-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 23-Mar-2017 |
Q3 CAD widened to 1.4% led by higher imports |
India |
Anjali Verma |
|
| 22-Mar-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 22-Mar-2017 |
Divi’s Laboratories (DIVI IN) - Import alert hurts future growth potential; NEUTRAL with TP Rs 690 |
India |
Surya Patra |
|
| 21-Mar-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 21-Mar-2017 |
Ground View Magazine: March 2017 Issue: BLOCKCHAIN - CHA(I)NGING THE WORLD, BLOCK BY BLOCK |
India |
Vibhor Singhal |
|
| 20-Mar-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 20-Mar-2017 |
A Dissection of Growth: FY18 growth – A mix of reality, favourable base and luck! |
India |
Anjali Verma |
|
| 17-Mar-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 17-Mar-2017 |
Aarti Industries (ARTO IN) - Sees steady long-term value growth; Maintain BUY with TP 980 |
India |
Surya Patra |
|
| 16-Mar-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 15-Mar-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 15-Mar-2017 |
Fed rate raised by 25bps, retained two more hikes in 2017 |
India |
Anjali Verma |
|
| 15-Mar-2017 |
Biocon (BIOS IN) - Trastuzumab settlement +ve; better biosimilar visibility; NEUTRAL with TP Rs 1100: |
India |
Surya Patra |
|
| 15-Mar-2017 |
Daily Agri Trades Technical Trades Update |
India |
Anup Kumar |
|
| 15-Mar-2017 |
Daily Metals And Energy Technical Trades Update |
India |
Anup Kumar |
|
| 14-Mar-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 14-Mar-2017 |
Inflation: Higher due to unfavorable base, food and fuel |
India |
Anjali Verma |
|
| 13-Mar-2017 |
Industrial Output: Normalcy post demonetization: IIP growth at 2.7% |
India |
Anjali Verma |
|
| 10-Mar-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 09-Mar-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 08-Mar-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 08-Mar-2017 |
Logistics : Major Ports Volume Tracker |
India |
Vikram Suryavanshi |
|
| 07-Mar-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 06-Mar-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 06-Mar-2017 |
Camlin Fine Sciences (CFIN IN) - Well on track for forward integration; Maintain BUY with TP of Rs 130 |
India |
Surya Patra |
|
| 03-Mar-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 02-Mar-2017 |
Consumer Q3FY17 review: Demand to recover going forward |
India |
Jubil Jain |
|
| 02-Mar-2017 |
Reliance Infrastructure (RELI IN): Takeaways from analyst meeting on defence |
India |
Jonas Bhutta |
|
| 02-Mar-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 01-Mar-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 28-Feb-2017 |
Q3FY17 GDP: Headline growth in line, details are intriguing |
India |
Anjali Verma |
|
| 28-Feb-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 28-Feb-2017 |
Infrastructure - The ‘order-book-keeper’ |
India |
Vibhor Singhal |
|
| 28-Feb-2017 |
Indo Count: Great transformation, sustainable growth ahead - Initiating Coverage with BUY |
India |
Vikram Suryavanshi |
|
| 27-Feb-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 27-Feb-2017 |
Daily Metals And Energy Technical Trades Update |
India |
Anup Kumar |
|
| 27-Feb-2017 |
Daily Agri Trades Technical Trades Update |
India |
Anup Kumar |
|
| 23-Feb-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 23-Feb-2017 |
Sintex Industries- Company Update: Consolidating its position Maintain BUY |
India |
Vikram Suryavanshi |
|
| 22-Feb-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 22-Feb-2017 |
MPC Minutes: Hawks all the way! |
India |
Anjali Verma |
|
| 21-Feb-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 21-Feb-2017 |
ITD Cementation Q4CY16: Continues to disappoint; valuations rich – downgrade to SELL |
India |
Vibhor Singhal |
|
| 21-Feb-2017 |
ITD Cementation Q4CY16: Continues to disappoint; valuations rich – downgrade to SELL |
India |
Vibhor Singhal |
|
| 21-Feb-2017 |
Daily Metals And Energy Technical Trades Update |
India |
Anup Kumar |
|
| 21-Feb-2017 |
Daily Agri Trades Technical Trades Update |
India |
Anup Kumar |
|
| 21-Feb-2017 |
Havells India Ltd ;Lloyd CD acquisition to broaden growth, earnings |
India |
Deepak Agarwal |
|
| 20-Feb-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 17-Feb-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 17-Feb-2017 |
Cadila Healthcare (CDH IN) - Ramp up in US approvals priced in; NEUTRAL with TP of Rs 440 |
India |
Surya Patra |
|
| 17-Feb-2017 |
PNC Infratech 3QFY17: Near term concerns; fundamentals remain strong |
India |
Vibhor Singhal |
|
| 16-Feb-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 16-Feb-2017 |
KDDL 3QFY17: Strong recovery; Maintain BUY |
India |
Vikram Suryavanshi |
|
| 16-Feb-2017 |
Voltas Limited (VOLT IN) Q3FY17: Operating results driven by project-margin recovery |
India |
Jonas Bhutta |
|
| 16-Feb-2017 |
Parag Milk Foods Q3FY17: Milk Products growth subdued; margins tank on rising costs; Downgrade to Neutral |
India |
Jubil Jain |
|
| 16-Feb-2017 |
Logistics : Major Ports Volume Tracker |
India |
Vikram Suryavanshi |
|
| 15-Feb-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 15-Feb-2017 |
Adani Ports 3QFY17: Diversified growth continues; maintain BUY |
India |
Vibhor Singhal |
|
| 14-Feb-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 14-Feb-2017 |
Sun Pharma (SUNP IN) - Hit by pricing issues in US and weak product mix; Maintain BUY with TP Rs 800 |
India |
Surya Patra |
|
| 14-Feb-2017 |
Finolex Cables Ltd Q3FY17; Healthy volume growth & realisations; Maintain BUY |
India |
Deepak Agarwal |
|
| 14-Feb-2017 |
Ahluwalia Contract 3QFY17: Inline results; maintain BUY |
India |
Vibhor Singhal |
|
| 14-Feb-2017 |
KNR 3QFY17: Continues to beat expectations; maintain BUY |
India |
Vibhor Singhal |
|
| 14-Feb-2017 |
Britannia Q3FY17: Strong all-round performance; Maintain Neutral |
India |
Jubil Jain |
|
| 14-Feb-2017 |
GSK Consumer Q3FY17: Yearning for volume growth; Maintain BUY |
India |
Jubil Jain |
|
| 14-Feb-2017 |
Concor 3QFY17 Update : Recovery in operational performance; Maintain Neutral |
India |
Vikram Suryavanshi |
|
| 14-Feb-2017 |
Allcargo Logistics Q3FY17 Update: strog volume growth; Maintian BUY |
India |
Vikram Suryavanshi |
|
| 14-Feb-2017 |
Muthoot Finance Q3FY17 - Steady performance despite demonitisation challenges |
India |
Pradeep Agrawal |
|
| 14-Feb-2017 |
IPCA Laboratories (IPCA IN) - Operational challenges loom over earnings; NEUTRAL with TP of Rs 550: |
India |
Surya Patra |
|
| 14-Feb-2017 |
IPCA Laboratories (IPCA IN) - Operational challenges loom over earnings; NEUTRAL with TP of Rs 550: |
India |
Surya Patra |
|
| 14-Feb-2017 |
HeidelbergCement India (Maitain BUY +24%) |
India |
Vaibhav Agarwal |
|
| 14-Feb-2017 |
WPI Inflation: Jumps above expectation to 5.3% |
India |
Anjali Verma |
|
| 14-Feb-2017 |
Mangalam Cement (Upgrade - BUY +23%): |
India |
Vaibhav Agarwal |
|
| 14-Feb-2017 |
VA Tech Wabag (VATW IN) Q3FY17: A margin show all the way |
India |
Jonas Bhutta |
|
| 13-Feb-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 13-Feb-2017 |
SRF Ltd (SRF IN) - Weak business outlook for fluorospecialty; NEUTRAL with TP of Rs 1660 |
India |
Surya Patra |
|
| 13-Feb-2017 |
Engineers India (ENGR IN) Q3FY17: Margins continue to drive earning surprise |
India |
Jonas Bhutta |
|
| 13-Feb-2017 |
Crompton Greaves (CRG IN) Q3FY17: Good standalone performance |
India |
Jonas Bhutta |
|
| 13-Feb-2017 |
Headline CPI sharply below RBI’s expectation, but core is above |
India |
Anjali Verma |
|
| 13-Feb-2017 |
Praj Industries 3QFY17 update: Significant decline in execution; Maintian BUY |
India |
Vikram Suryavanshi |
|
| 13-Feb-2017 |
State Bank of India Q3FY17 - Eye on resolution of stressed loans – Maintain BUY |
India |
Manish Agarwalla |
|
| 13-Feb-2017 |
Bank of Baroda Q3FY17 - Less margin of error – Downgrade to Neutral |
India |
Manish Agarwalla |
|
| 13-Feb-2017 |
Aurobindo Pharma (ARBP IN) - Hit by pricing issues but growth visibility intact; Maintain BUY with TP of Rs 1000 |
India |
Surya Patra |
|
| 10-Feb-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 10-Feb-2017 |
NCC 3QFY17: Decent results; Q4 to be muted; FY18 on track |
India |
Vibhor Singhal |
|
| 10-Feb-2017 |
IIP growth at -0.4% despite favourable base; broad-based dip |
India |
Anjali Verma |
|
| 10-Feb-2017 |
Pennar Industries 3QFY17 Update: Support from diversification Maintain BUY |
India |
Vaibhav Agarwal |
|
| 10-Feb-2017 |
ACC Ltd.- Neutral (+8%) |
India |
Vaibhav Agarwal |
|
| 10-Feb-2017 |
Dalmia Bharat (Current PO -Rs2500 - Potential for upgrades visible): Re-iterate BUY: |
India |
Vaibhav Agarwal |
|
| 10-Feb-2017 |
JK Cement - Reiterate BUY (+42%) |
India |
Vaibhav Agarwal |
|
| 10-Feb-2017 |
JK Lakshmi Cement - Maintain BUY (+47%): |
India |
Vaibhav Agarwal |
|
| 10-Feb-2017 |
Lupin (LPC IN) - US growth visibility improves; Maintain BUY with TP of Rs 1700 |
India |
Surya Patra |
|
| 10-Feb-2017 |
Thermax (TMX IN) Q3FY17: Domestic weakness leads to result disappointment |
India |
Jonas Bhutta |
|
| 10-Feb-2017 |
Navkar Corporation 3QFY17 Update - Support from strong business model; |
India |
Vikram Suryavanshi |
|
| 09-Feb-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 09-Feb-2017 |
ABB India (ABB IN) Q4CY16: Results buoyed by strong order growth and margins |
India |
Jonas Bhutta |
|
| 09-Feb-2017 |
Gateway Distriparks 3QFY17: Operational improvement, Maintain BUY |
India |
Vikram Suryavanshi |
|
| 09-Feb-2017 |
Cipla (CIPLA IN) - No visible near-term trigger; NEUTRAL with TP Rs 560 |
India |
Surya Patra |
|
| 09-Feb-2017 |
Meghmani Organics Ltd (MEGH IN) - Earning triggers remain intact; BUY with TP Rs 54 |
India |
Surya Patra |
|
| 09-Feb-2017 |
Cognizant 4QCY16: Results inline; sweeping changes to capital allocation policy - |
India |
Vibhor Singhal |
|
| 09-Feb-2017 |
Manappuram Finance Q3FY17 - Strong operating performance; asset quality deteriorates |
India |
Pradeep Agrawal |
|
| 08-Feb-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 08-Feb-2017 |
Punjab National Bank Q3FY17 - Unrecognised stress still high – Maintain Neutral |
India |
Manish Agarwalla |
|
| 08-Feb-2017 |
Monetary Policy: No rate cut now and in future |
India |
Anjali Verma |
|
| 08-Feb-2017 |
Siemens India (SIEM IN) 1QFY17: Strong results as margins surprise |
India |
Jonas Bhutta |
|
| 08-Feb-2017 |
Union Bank of India Q3FY17 - Pain in asset quality persists – Downgrade to Sell |
India |
Manish Agarwalla |
|
| 08-Feb-2017 |
BHEL (BHEL IN): Improved revenue visibility seems priced in |
India |
Jonas Bhutta |
|
| 07-Feb-2017 |
Titan Q3FY17 update: Growth trajectory to be strong going forward; Upgrade to BUY |
India |
Jubil Jain |
|
| 07-Feb-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 06-Feb-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 06-Feb-2017 |
OBC Q3FY17 - No respite in asset quality – SELL (Maintain) |
India |
Manish Agarwalla |
|
| 06-Feb-2017 |
Hindustan Construction Co (HCC) IC: Perseverance pays |
India |
Vibhor Singhal |
|
| 06-Feb-2017 |
Divi’s Laboratories (DIVI IN) - Saw business as usual despite form-483; BUY with TP Rs 1200 |
India |
Surya Patra |
|
| 06-Feb-2017 |
Vinati Organics Ltd (VO IN) - On a steady growth path; Downgrade to NEUTRAL with TP Rs 750 |
India |
Surya Patra |
|
| 06-Feb-2017 |
Pennar Engineered Building Systems Q3FY17 Update: Maintain BUY - Margin pressure |
India |
Vikram Suryavanshi |
|
| 06-Feb-2017 |
Inox Wind (INXW IN) 3QFY17: Another quarter of disappointment |
India |
Jonas Bhutta |
|
| 06-Feb-2017 |
Daily Metals And Energy Technical Trades Update |
India |
Anup Kumar |
|
| 06-Feb-2017 |
Daily Agri Trades Technical Trades Update |
India |
Anup Kumar |
|
| 04-Feb-2017 |
Dr Reddy’s Labs (DRRD IN) - Weak US generic outlook concerns; SELL with TP of Rs 2,750 |
India |
Surya Patra |
|
| 03-Feb-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 03-Feb-2017 |
KEI Industries Ltd 3QFY17 - Wired for exponential growth; strong execution - Maintain BUY |
India |
Deepak Agarwal |
|
| 03-Feb-2017 |
Glenmark Pharma (GNP IN) - Front loading of gZetia delivers huge positive surprise: Retain BUY with TP of Rs 1100 |
India |
Surya Patra |
|
| 02-Feb-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 02-Feb-2017 |
Cummins India (KKC IN): Revival in exports – the key positive |
India |
Jonas Bhutta |
|
| 02-Feb-2017 |
Capital Goods: FY18’s budget has its heart in the right place |
India |
Jonas Bhutta |
|
| 01-Feb-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 01-Feb-2017 |
FY18 Macro Budget Review: Fiscally prudent, policy continuity – act balanced |
India |
Anjali Verma |
|
| 01-Feb-2017 |
Shriram Transport Finance Q3FY17 - Feb 2017 - Operating results beat estimates; higher provisioning impacts PAT |
India |
Pradeep Agrawal |
|
| 01-Feb-2017 |
V-Guard Industries Ltd - Q3FY17; Better penetration in non-south markets |
India |
Deepak Agarwal |
|
| 01-Feb-2017 |
ICICI Bank Ltd Q3FY17 - Balance sheet clean up underway – Maintain BUY |
India |
Manish Agarwalla |
|
| 01-Feb-2017 |
Cadila Healthcare (CDH IN) - Clearance of Moraiya plant factored in; Maintain NEUTRAL with TP of Rs 360 |
India |
Surya Patra |
|
| 01-Feb-2017 |
GE T&D India (GETD IN): Benefits of strong execution offset by weak margins |
India |
Jonas Bhutta |
|
| 01-Feb-2017 |
KEC International (KECI IN): Staying the course despite execution challenges |
India |
Jonas Bhutta |
|
| 31-Jan-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 31-Jan-2017 |
Shriram City Union Finance Q3FY17 - Jan 2017 - Operating performance in line; asset-quality improves |
India |
Pradeep Agrawal |
|
| 31-Jan-2017 |
Economic Survey : Muted growth, tight fiscal, more reforms needed |
India |
Anjali Verma |
|
| 31-Jan-2017 |
North India Visit Update - Reiterate Buy on JK Cement |
India |
Vaibhav Agarwal |
|
| 31-Jan-2017 |
HDFC Ltd Q3FY17 - Strong core earnings – Maintain Neutral |
India |
Manish Agarwalla |
|
| 30-Jan-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 30-Jan-2017 |
TechM 3QFY17: Strong results, driven by ‘unusual’ segments |
India |
Vibhor Singhal |
|
| 30-Jan-2017 |
TechM 3QFY17: Strong results, driven by ‘unusual’ segments |
India |
Vibhor Singhal |
|
| 30-Jan-2017 |
Godrej Consumer Q3FY17 update: Strong overall performance; Upgrade to Buy |
India |
Jubil Jain |
|
| 30-Jan-2017 |
Emami Q3FY17: Winter portfolio drives growth; Maintain Neutral |
India |
Jubil Jain |
|
| 30-Jan-2017 |
India Cements - Re-iterate BUY (PO-Rs200; +38%): |
India |
Vaibhav Agarwal |
|
| 30-Jan-2017 |
Larsen & Toubro (LT IN) Q3FY17 result review: Clearly not out of the woods yet |
India |
Jonas Bhutta |
|
| 27-Jan-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 27-Jan-2017 |
Cholamandalam Finance Q3FY17 - Operating performance strong; Asset quality stable |
India |
Pradeep Agrawal |
|
| 27-Jan-2017 |
VRL Logistics - Q3FY17 - Higher realisation in GT, bus margins declined (Neutral) |
India |
Deepak Agarwal |
|
| 25-Jan-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 25-Jan-2017 |
Indian Bank Q3FY17 - In a consolidation phase – Maintain Buy |
India |
Manish Agarwalla |
|
| 25-Jan-2017 |
Wipro 3QFY17: Muted performance yet again – maintain SELL |
India |
Vibhor Singhal |
|
| 25-Jan-2017 |
IRB Infra 3QFY17: Strong results – boosted by aggressive accounting |
India |
Vibhor Singhal |
|
| 25-Jan-2017 |
Logistics Update: Strong government focus on connectivity |
India |
Vikram Suryavanshi |
|
| 25-Jan-2017 |
Daily Metals And Energy Technical Trades Update |
India |
Anup Kumar |
|
| 25-Jan-2017 |
Daily Agri Trades Technical Trades Update |
India |
Anup Kumar |
|
| 24-Jan-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 24-Jan-2017 |
M&M Financial Services Q3FY17 - Demonitisation delays recovery |
India |
Pradeep Agrawal |
|
| 24-Jan-2017 |
Ahluwalia Contracts: A perfect portfolio stock |
India |
Vibhor Singhal |
|
| 24-Jan-2017 |
HDFC Bank Q3FY17 - Holding ground despite demonetisation – Maintain Buy |
India |
Manish Agarwalla |
|
| 24-Jan-2017 |
Ashoka Buildcon 3QFY17: Robust results; strong orderbook – maintain BUY |
India |
Vibhor Singhal |
|
| 24-Jan-2017 |
HCL Tech 3QFY17: Appears to be on the right track |
India |
Vibhor Singhal |
|
| 24-Jan-2017 |
Persistent 3QFY17: Decent growth, margins remain a concern |
India |
Vibhor Singhal |
|
| 23-Jan-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 23-Jan-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 23-Jan-2017 |
Canara Bank Q3FY17 - Core earnings remain weak – Maintain Neutral |
India |
Manish Agarwalla |
|
| 23-Jan-2017 |
UltraTech Cement - Reiterate BUY (+27%) |
India |
Vaibhav Agarwal |
|
| 23-Jan-2017 |
Atul Ltd (ATLP IN) - Mired in pricing and growth challenges; Maintain SELL: |
India |
Surya Patra |
|
| 20-Jan-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 20-Jan-2017 |
Ground View Magazine: Annual Edition 2016 - (A PhillipCapital Thematic Publication) |
India |
India Research Team |
|
| 20-Jan-2017 |
Agro Tech Foods Q3FY17 update: Foods category growth starting to pick up; Upgrade to Buy |
India |
Jubil Jain |
|
| 20-Jan-2017 |
Sintex Industries Q3FY17 Update: Maintain BUY |
India |
Vikram Suryavanshi |
|
| 20-Jan-2017 |
Axis Bank Q3FY17 - Another quarter of cleansing – Maintain Neutral |
India |
Manish Agarwalla |
|
| 19-Jan-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 19-Jan-2017 |
MindTree 3QFY17: Nothing much to cheer about; maintain SELL |
India |
Vibhor Singhal |
|
| 19-Jan-2017 |
KPIT 3QFY17: The slide continues ... maintain SELL |
India |
Vibhor Singhal |
|
| 19-Jan-2017 |
VA Tech Wabag (VATW IN): Set to beat watered down expectations; Reiterate Buy |
India |
Jonas Bhutta |
|
| 19-Jan-2017 |
Logistics: Major Ports Volume Tracker |
India |
Vikram Suryavanshi |
|
| 19-Jan-2017 |
India Daily Cotton Update |
India |
Ashwini Bansod |
|
| 19-Jan-2017 |
Havells India Ltd - Incentives & Price hike outshine demonetisation impact |
India |
Deepak Agarwal |
|
| 18-Jan-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 17-Jan-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 17-Jan-2017 |
NIIT Tech 3QFY17: Results along expectations; outlook bright |
India |
Vibhor Singhal |
|
| 17-Jan-2017 |
LIC Housing Finance Q3FY17 - Loan re-pricing to erode NIMs – Downgrade to Neutral |
India |
Manish Agarwalla |
|
| 17-Jan-2017 |
DCB Bank Q3FY17 - Stemming the demonetization tide |
India |
Manish Agarwalla |
|
| 16-Jan-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 16-Jan-2017 |
WPI Inflation: Sequentially higher but below expectations, at 3.4% |
India |
Anjali Verma |
|
| 16-Jan-2017 |
Agri Conference: Key takeaways |
India |
Vikram Suryavanshi |
|
| 16-Jan-2017 |
India Daily Cotton Update |
India |
Ashwini Bansod |
|
| 13-Jan-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 13-Jan-2017 |
Bajaj Corp Q3FY17: Wholesale channel recovery to hold key; Maintain Buy |
India |
Jubil Jain |
|
| 13-Jan-2017 |
Infosys 3QFY17: Steady quarter; narrows guidance band |
India |
Vibhor Singhal |
|
| 12-Jan-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 12-Jan-2017 |
Cement - South India Visit Update - BUY South based manufacturers (+50%) |
India |
Vaibhav Agarwal |
|
| 12-Jan-2017 |
TCS 3QFY17: Results in-line; Momentous management changes |
India |
Vibhor Singhal |
|
| 12-Jan-2017 |
CPI muted; IIP strong – 25/50bps rate cut likely in Feb policy |
India |
Anjali Verma |
|
| 12-Jan-2017 |
India Daily Cotton Update |
India |
Ashwini Bansod |
|
| 11-Jan-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 11-Jan-2017 |
India Daily Cotton Update |
India |
Ashwini Bansod |
|
| 10-Jan-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 10-Jan-2017 |
IndusInd Bank Q3FY17 - Business as usual – No demonetization blue |
India |
Manish Agarwalla |
|
| 10-Jan-2017 |
Pharmaceuticals - Q3FY17: Show steady growth despite challenge |
India |
Surya Patra |
|
| 10-Jan-2017 |
India Daily Cotton Update |
India |
Ashwini Bansod |
|
| 10-Jan-2017 |
Daily Metals And Energy Technical Trades Update |
India |
Anup Kumar |
|
| 10-Jan-2017 |
Daily Agri Trades Technical Trades Update |
India |
Anup Kumar |
|
| 09-Jan-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 09-Jan-2017 |
Engineers India (ENGR IN): The surprise continues |
India |
Jonas Bhutta |
|
| 09-Jan-2017 |
Aurobindo Pharma (ARBP IN) - Generis acquisition to be EPS accretive in FY18; Re-iterate BUY with TP of Rs 1,000 |
India |
Surya Patra |
|
| 09-Jan-2017 |
Infrastructure 3QFY17 Preview: Momentum Demonetized !! |
India |
Vibhor Singhal |
|
| 07-Jan-2017 |
Financials Q3FY17 Preview: Marred by Demonetisation |
India |
Manish Agarwalla |
|
| 06-Jan-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 06-Jan-2017 |
FY18 Budget Preview: No demonetisation gains = No room for giveaways |
India |
Anjali Verma |
|
| 06-Jan-2017 |
India Electricals Q3FY17 Preview - Price hikes obfuscate demonetisation impact |
India |
Deepak Agarwal |
|
| 05-Jan-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 05-Jan-2017 |
Currency in Circulation has halved, will recover gradually in few quarters |
India |
Anjali Verma |
|
| 05-Jan-2017 |
IT Services: Management speak – Reconfirms scary future |
India |
Vibhor Singhal |
|
| 04-Jan-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 04-Jan-2017 |
IRB Infra: InvIT(ing) valuations, Triggers on the anvil - |
India |
Vibhor Singhal |
|
| 03-Jan-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 03-Jan-2017 |
IT Services Q3FY17 Preview: Yet another weak quarter |
India |
Vibhor Singhal |
|
| 03-Jan-2017 |
Capital Goods & Engineering: 3QFY17 CMIE capex data: Nascent recovery, sustainability is key |
India |
Jonas Bhutta |
|
| 03-Jan-2017 |
India Daily Cotton Update: Jan 3 |
India |
Ashwini Bansod |
|
| 03-Jan-2017 |
Daily Metals And Energy Technical Trades Update |
India |
Anup Kumar |
|
| 03-Jan-2017 |
Daily Agri Trades Technical Trades Update |
India |
Anup Kumar |
|
| 02-Jan-2017 |
PATH |
India |
Anshul Bhargavaa |
|
| 30-Dec-2016 |
PATH |
India |
Anshul Bhargavaa |
|
| 29-Dec-2016 |
PATH |
India |
Anshul Bhargavaa |
|
| 28-Dec-2016 |
PATH |
India |
Anshul Bhargavaa |
|
| 27-Dec-2016 |
PATH |
India |
Anshul Bhargavaa |
|
| 26-Dec-2016 |
PATH |
India |
Anshul Bhargavaa |
|
| 26-Dec-2016 |
Divi’s Laboratories (DIVI IN) - Form 483 concerns overdone; upgrade to BUY with TP of Rs 1200 |
India |
Surya Patra |
|
| 24-Dec-2016 |
Voltas Limited (VOLT IN): Analyst meet takeaways |
India |
Jonas Bhutta |
|
| 24-Dec-2016 |
BEML (BEML IN): Takeaways from analyst meeting |
India |
Jonas Bhutta |
|
| 23-Dec-2016 |
Daily Metals And Energy Technical Trades Update |
India |
Anup Kumar |
|
| 23-Dec-2016 |
Daily Agri Trades Technical Trades Update |
India |
Anup Kumar |
|
| 22-Dec-2016 |
PATH |
India |
Anshul Bhargavaa |
|
| 22-Dec-2016 |
Accenture 1QFY17: Outsourcing remains weak; negative read across |
India |
Vibhor Singhal |
|
| 21-Dec-2016 |
PATH |
India |
Anshul Bhargavaa |
|
| 21-Dec-2016 |
Logistics Update: Major Ports Volume Tracker |
India |
Vikram Suryavanshi |
|
| 21-Dec-2016 |
India Daily Cotton Update, Dec 21, 2016 |
India |
Ashwini Bansod |
|
| 20-Dec-2016 |
PATH |
India |
Anshul Bhargavaa |
|
| 19-Dec-2016 |
PATH |
India |
Anshul Bhargavaa |
|
| 16-Dec-2016 |
PATH |
India |
Anshul Bhargavaa |
|
| 15-Dec-2016 |
PATH |
India |
Anshul Bhargavaa |
|
| 15-Dec-2016 |
Fed rate raised by 25bps, projects three hikes in 2017 |
India |
Anjali Verma |
|
| 14-Dec-2016 |
PATH |
India |
Anshul Bhargavaa |
|
| 14-Dec-2016 |
WPI Inflation: Marginally lower at 3.2% |
India |
Anjali Verma |
|
| 14-Dec-2016 |
PNC Infra 2QFY17: Disappointing quarter; balance sheet remains strong |
India |
Vibhor Singhal |
|
| 13-Dec-2016 |
PATH |
India |
Anshul Bhargavaa |
|
| 13-Dec-2016 |
Q2 CAD widened but in control at 0.6% of GDP |
India |
Anjali Verma |
|
| 13-Dec-2016 |
CPI Inflation: Expectedly plunged to 3.6%, interest rate cuts in the offing |
India |
Anjali Verma |
|
| 13-Dec-2016 |
Infrastructure: Lost in Transition – though temporarily |
India |
Vibhor Singhal |
|
| 13-Dec-2016 |
Indian Cement Review Conference Takeaways: Going green is the next agenda; Dalmia Bharat has the competitive edge |
India |
Vaibhav Agarwal |
|
| 13-Dec-2016 |
V-Guard Industries: Expects short-term pressure (Maintain - Netural) |
India |
Deepak Agarwal |
|
| 13-Dec-2016 |
Retail Finance Conference: Key takeaways |
India |
Manish Agarwalla |
|
| 13-Dec-2016 |
Glenmark Pharma (GNP IN) - gZetia ensures healthy growth phase; Retain BUY with TP of Rs 1,100 |
India |
Surya Patra |
|
| 13-Dec-2016 |
Daily Agri Trades Technical Trades Update |
India |
Anup Kumar |
|
| 13-Dec-2016 |
Daily Metals And Energy Technical Trades Update |
India |
Anup Kumar |
|
| 12-Dec-2016 |
PATH |
India |
Anshul Bhargavaa |
|
| 09-Dec-2016 |
PATH |
India |
Anshul Bhargavaa |
|
| 09-Dec-2016 |
Industrial Output: Sharply below expectation at -1.9% |
India |
Anjali Verma |
|
| 09-Dec-2016 |
Daily India Cotton Update, Dec 9 |
India |
Ashwini Bansod |
|
| 08-Dec-2016 |
PATH |
India |
Anshul Bhargavaa |
|
| 08-Dec-2016 |
Crompton Greaves (CRG IN): Loss-making international power ops back in focus |
India |
Jonas Bhutta |
|
| 07-Dec-2016 |
PATH |
India |
Anshul Bhargavaa |
|
| 07-Dec-2016 |
Monetary Policy: Uncertain times, preferred no change |
India |
Anjali Verma |
|
| 07-Dec-2016 |
Panel discussion: India - Post Demonetization: No light at the end of this tunnel |
India |
Anjali Verma |
|
| 07-Dec-2016 |
Infrastructure: BOT Toll Monitor - Momentum continues in 2Q |
India |
Vibhor Singhal |
|
| 07-Dec-2016 |
Daily Metals And Energy Technical Trades Update |
India |
Anup Kumar |
|
| 07-Dec-2016 |
Daily Agri Trades Technical Trades Update |
India |
Anup Kumar |
|
| 06-Dec-2016 |
PATH |
India |
Anshul Bhargavaa |
|
| 06-Dec-2016 |
Siemens India (SIEM IN): Analyst- meet takeaways – Banking on public-sector capex |
India |
Jonas Bhutta |
|
| 06-Dec-2016 |
Ashoka Buildcon 2QFY17: Results inline; valuations attractive post correction |
India |
Vibhor Singhal |
|
| 06-Dec-2016 |
IT Services: Time to buy the sector? NOT YET! |
India |
Vibhor Singhal |
|
| 05-Dec-2016 |
PATH |
India |
Anshul Bhargavaa |
|
| 02-Dec-2016 |
PATH |
India |
Anshul Bhargavaa |
|
| 02-Dec-2016 |
Daily Metals And Energy Technical Trades Update |
India |
Anup Kumar |
|
| 02-Dec-2016 |
Daily Agri Trades Technical Trades Update |
India |
Anup Kumar |
|
| 01-Dec-2016 |
PATH |
India |
Anshul Bhargavaa |
|
| 01-Dec-2016 |
Daily Cotton Update, Dec 1, 2016 |
India |
Ashwini Bansod |
|
| 30-Nov-2016 |
path |
India |
Anshul Bhargavaa |
|
| 30-Nov-2016 |
PATH |
India |
Anshul Bhargavaa |
|
| 30-Nov-2016 |
Q2FY17 GDP: A tad below expectation, consumption up, investment worsened |
India |
Anjali Verma |
|
| 30-Nov-2016 |
Daily Sugar Update, Nov 30, 2016 |
India |
Ashwini Bansod |
|
| 30-Nov-2016 |
Daily Cotton Update Nov 30, 2016 |
India |
Ashwini Bansod |
|
| 30-Nov-2016 |
Daily Metals And Energy Technical Trades Update |
India |
Anup Kumar |
|
| 30-Nov-2016 |
Daily Agri Trades Technical Trades Update |
India |
Anup Kumar |
|
| 29-Nov-2016 |
PATH |
India |
Anshul Bhargavaa |
|
| 29-Nov-2016 |
Daily Cotton Update Nov 29 |
India |
Ashwini Bansod |
|
| 29-Nov-2016 |
Daily Domestic Sugar Update Nov 29 |
India |
Ashwini Bansod |
|
| 29-Nov-2016 |
Daily Oils and Oilseeds Report |
India |
Rajini Panicker |
|
| 28-Nov-2016 |
PATH |
India |
Anshul Bhargavaa |
|
| 28-Nov-2016 |
Navkar Corporation 2QFY17 Update: Confident about capabilities Maintain Buy |
India |
Vikram Suryavanshi |
|
| 28-Nov-2016 |
IRB 2QFY17: Missed expectations; valuations attractive post correction |
India |
Vibhor Singhal |
|
| 25-Nov-2016 |
PATH |
India |
Anshul Bhargavaa |
|
| 25-Nov-2016 |
Logistics : Major Ports Volume Tracker |
India |
Vikram Suryavanshi |
|
| 24-Nov-2016 |
PATH |
India |
Anshul Bhargavaa |
|
| 24-Nov-2016 |
Macro Outlook: Near-term growth derailed, huge stimulus likely in FY18-19 |
India |
Anjali Verma |
|
| 23-Nov-2016 |
PATH |
India |
Anshul Bhargavaa |
|
| 23-Nov-2016 |
Allcargo 2QFY17: Focusing on return ratios; Maintiain BUY |
India |
Vikram Suryavanshi |
|
| 23-Nov-2016 |
Larsen & Toubro (LT IN) Q2FY17: Domestic execution still punching below its weight |
India |
Jonas Bhutta |
|
| 22-Nov-2016 |
PATH |
India |
Anshul Bhargavaa |
|
| 21-Nov-2016 |
PATH |
India |
Anshul Bhargavaa |
|
| 21-Nov-2016 |
KDDL 2QFY17: PAN card notification continues to hurt retail profitability; Maintian BUY |
India |
Vikram Suryavanshi |
|
| 21-Nov-2016 |
September Deposits Surge: Does not seem to be due to a demonetization ‘leak’ |
India |
Anjali Verma |
|
| 21-Nov-2016 |
Cement - Demonetisation Update |
India |
Vaibhav Agarwal |
|
| 19-Nov-2016 |
Voltas Limited (VOLT IN) Q2FY17: Prepare for demonetisation-led turbulence in 2H |
India |
Jonas Bhutta |
|
| 18-Nov-2016 |
Path |
India |
Anshul Bhargavaa |
|
| 18-Nov-2016 |
Engineers India (ENGR IN) Q2FY17: 1H momentum will be followed through in FY18 |
India |
Jonas Bhutta |
|
| 16-Nov-2016 |
PATH |
India |
Anshul Bhargavaa |
|
| 16-Nov-2016 |
ITD Cementation 3QCY16: Disappointing results; valuations still expensive |
India |
Vibhor Singhal |
|
| 16-Nov-2016 |
Concor 2QFY17: Dosappointment continue, Maintian Neutral |
India |
Vikram Suryavanshi |
|
| 16-Nov-2016 |
Aarti Industries (ARTO IN) - New capacity to sustain earning visibility; Re-iterate BUY with TP of Rs 740 |
India |
Surya Patra |
|
| 16-Nov-2016 |
IPCA Laboratories (IPCA IN) - Weak Q2; Hopes for plant clearance in FY18; Maintain NEUTRAL with TP of Rs 550 |
India |
Surya Patra |
|
| 15-Nov-2016 |
PATH |
India |
Anshul Bhargavaa |
|
| 15-Nov-2016 |
PATH |
India |
Anshul Bhargavaa |
|
| 15-Nov-2016 |
GE T&D India (GETD IN) Q2FY17: Continued disappointment on execution and margins |
India |
Jonas Bhutta |
|
| 15-Nov-2016 |
Sintex 2QFY17: Overall performance was good; Maintian BUY |
India |
Vikram Suryavanshi |
|
| 15-Nov-2016 |
Inflation in control; 25bps rate cut likely in December |
India |
Anjali Verma |
|
| 15-Nov-2016 |
KNR Construction 2QFY17: Strong performance yet again; maintain BUY |
India |
Vibhor Singhal |
|
| 15-Nov-2016 |
Aurobindo Pharma (ARBP IN) - In line; well on track for profitable growth; Retain BUY with TP of Rs 1000 |
India |
Surya Patra |
|
| 15-Nov-2016 |
Camlin Fine Sciences (CFIN IN) - Dismal results, but outlook remains strong; Retain BUY with TP of Rs 130 |
India |
Surya Patra |
|
| 15-Nov-2016 |
BOB Q2FY17 - Balance sheet recalibration underway – BUY (Maintain) |
India |
Manish Agarwalla |
|
| 14-Nov-2016 |
Divi’s Laboratories (DIVI IN) - Delayed capex to hurt near-term growth; Maintain NEUTRAL with TP of Rs 1200 |
India |
Surya Patra |
|
| 11-Nov-2016 |
PATH |
India |
Anshul Bhargavaa |
|
| 11-Nov-2016 |
SBI Q2FY17 - Slow recovery in bad loans – BUY (Maintain) |
India |
Manish Agarwalla |
|
| 11-Nov-2016 |
SRF Ltd (SRF IN) - Fluorospecialty outlook softens; Maintain NEUTRAL with TP of Rs 1540 |
India |
Surya Patra |
|
| 11-Nov-2016 |
Thermax (TMX IN) Q2FY17: Disappointing operating results, outlook remains weak |
India |
Jonas Bhutta |
|
| 11-Nov-2016 |
IIP at 0.7%; mining contracted, durables strong, others muted |
India |
Anjali Verma |
|
| 11-Nov-2016 |
Muthoot Finance Q2FY17 - Higher gold prices drive strong business growth |
India |
Pradeep Agrawal |
|
| 11-Nov-2016 |
Pennar Industries - Q2FY17 : In line performance |
India |
Vikram Suryavanshi |
|
| 11-Nov-2016 |
Finolex Cables Ltd Q2FY17: Strong dispatches , Maintain BUY |
India |
Deepak Agarwal |
|
| 10-Nov-2016 |
PATH |
India |
Anshul Bhargavaa |
|
| 10-Nov-2016 |
Sun Pharma (SUNP IN) - Halol clearance could surprise positively; Upgrade to BUY with TP of Rs 825: |
India |
Surya Patra |
|
| 10-Nov-2016 |
Bajaj Electricals Ltd Q2FY17 - Fall in consumer durables business remains worrying - Maintain Sell |
India |
Deepak Agarwal |
|
| 10-Nov-2016 |
Manappuram Finance Q2FY17 - Strong operating performance |
India |
Pradeep Agrawal |
|
| 10-Nov-2016 |
Parag Milk Foods Q2FY17: Weak quarter; outlook positive; Maintain Buy |
India |
Jubil Jain |
|
| 10-Nov-2016 |
Gateway Distriparks 2QFY17: Running on slow track Maintain BUY |
India |
Vikram Suryavanshi |
|
| 10-Nov-2016 |
OBC Q2FY17 - High provision will continue to suppress earnings – SELL (Downgrade) |
India |
Manish Agarwalla |
|
| 10-Nov-2016 |
Indian Bank Q2FY17 - On a path of recovery – Maintain Buy |
India |
Manish Agarwalla |
|
| 10-Nov-2016 |
Lupin (LPC IN) - Goa plant clearance is the key; Maintain BUY with TP of Rs 1,700 |
India |
Surya Patra |
|
| 10-Nov-2016 |
Cipla (CIPLA IN) - Visible triggers priced-in; Retain Neutral with TP of Rs 500 |
India |
Surya Patra |
|
| 09-Nov-2016 |
PATH |
India |
Anshul Bhargavaa |
|
| 09-Nov-2016 |
VA Tech Wabag (VATW IN) Q2FY17: Strong earnings visibility; working capital remains key |
India |
Jonas Bhutta |
|
| 09-Nov-2016 |
NCC 2QFY17: Minor blip in results; strong order inflow |
India |
Vibhor Singhal |
|
| 09-Nov-2016 |
Demonetisation at its best! But would dent economic activity in the medium-term |
India |
Anjali Verma |
|
| 09-Nov-2016 |
BHEL (BHEL IN) Q2FY17: Sustaining current performance will be challenging |
India |
Jonas Bhutta |
|
| 08-Nov-2016 |
PATH |
India |
Anshul Bhargavaa |
|
| 08-Nov-2016 |
GSK Consumer Q2FY17: Growth continues to remain subdued; Maintain BUY |
India |
Jubil Jain |
|
| 08-Nov-2016 |
ICICI Bank Q2FY17 - Visible resolution to bring down stress loan – Upgrade to Buy |
India |
Manish Agarwalla |
|
| 08-Nov-2016 |
Daily Metals And Energy Technical Trades Update |
India |
Anup Kumar |
|
| 08-Nov-2016 |
Daily Agri Trades Technical Trades Update |
India |
Anup Kumar |
|
| 08-Nov-2016 |
Cognizant 3QCY16: Result inline; lowers upper-end of CY guidance |
India |
Vibhor Singhal |
|
| 07-Nov-2016 |
PATH |
India |
Anshul Bhargavaa |
|
| 07-Nov-2016 |
Godrej Consumer Q2FY17: International business drives growth; Maintain Neutral |
India |
Jubil Jain |
|
| 07-Nov-2016 |
Shree Cement - Maintain Neutral (+3%) |
India |
Vaibhav Agarwal |
|
| 07-Nov-2016 |
Dalmia Bharat & OCL India - Deal Update - Maintain BUY (+25/23%) |
India |
Vaibhav Agarwal |
|
| 07-Nov-2016 |
KEI Industries Ltd Q2FY17 - Strong volume growth in cables – Maintain Buy |
India |
Deepak Agarwal |
|
| 07-Nov-2016 |
Union Bank of India Q2FY17 - Bad loan recognition impacts earnings – Maintain Buy |
India |
Manish Agarwalla |
|
| 06-Nov-2016 |
Lupin (LPC IN) - Plant clearance improves US growth visibility; Upgrade to BUY with TP of Rs 1650 |
India |
Surya Patra |
|
| 04-Nov-2016 |
PATH |
India |
Anshul Bhargavaa |
|
| 04-Nov-2016 |
Titan Q2FY17: Subdued quarter, outlook positive; Miantain Neutral |
India |
Jubil Jain |
|
| 04-Nov-2016 |
Ambuja Cements - Maintain Neutral (+7%) |
India |
Vaibhav Agarwal |
|
| 04-Nov-2016 |
GST Rates: Four tax brackets equals status quo |
India |
Anjali Verma |
|
| 03-Nov-2016 |
PATH |
India |
Anshul Bhargavaa |
|
| 03-Nov-2016 |
Cholamandalam Finance Q2FY17 - Operating performance inline; rising NPA in LAP is worrying |
India |
Pradeep Agrawal |
|
| 03-Nov-2016 |
India Daily Cotton Update |
India |
Ashwini Bansod |
|
| 03-Nov-2016 |
India Daily Sugar Update |
India |
Ashwini Bansod |
|
| 03-Nov-2016 |
Daily Metals And Energy Technical Trades Update |
India |
Anup Kumar |
|
| 03-Nov-2016 |
Daily Agri Trades Technical Trades Update |
India |
Anup Kumar |
|
| 02-Nov-2016 |
JK Cement - Maintain BUY (+29%) |
India |
Vaibhav Agarwal |
|
| 02-Nov-2016 |
PATH |
India |
Anshul Bhargavaa |
|
| 02-Nov-2016 |
Daily Oils and Oilseeds Report |
India |
Rajini Panicker |
|
| 01-Nov-2016 |
PATH |
India |
Anshul Bhargavaa |
|
| 01-Nov-2016 |
Vinati Organics Ltd (VO IN) - New projects add long-term growth visibility; Re-iterate BUY with TP of Rs 650 |
India |
Surya Patra |
|
| 31-Oct-2016 |
Inox Wind (INXW IN) Q2FY17: Disappointment continues; Maintain Neutral |
India |
Jonas Bhutta |
|
| 28-Oct-2016 |
PATH |
India |
Anshul Bhargavaa |
|
| 28-Oct-2016 |
VRL Logisitcs 2QFY17: On rough road; Maintian SELL |
India |
Deepak Agarwal |
|
| 28-Oct-2016 |
Glenmark Pharma (GNP IN) - Set to enter a healthy growth phase; Maintain BUY with a TP of Rs 1100: |
India |
Surya Patra |
|
| 28-Oct-2016 |
Dalmia Bharat - Maintain BUY (+15%) |
India |
Vaibhav Agarwal |
|
| 28-Oct-2016 |
JK Laksmi Cement - Maintain BUY (+27%) |
India |
Vaibhav Agarwal |
|
| 28-Oct-2016 |
IT Services Q2FY17 Results Review: No fireworks this Diwali !! |
India |
Vibhor Singhal |
|
| 28-Oct-2016 |
Shriram City Union Finance Q2FY17 - Oct 2016 - Strong operating performance; asset quality stable |
India |
Manish Agarwalla |
|
| 27-Oct-2016 |
PATH |
India |
Anshul Bhargavaa |
|
| 27-Oct-2016 |
ABB India (ABB IN) Q3CY16: Strong orders make up for weak earnings |
India |
Jonas Bhutta |
|
| 27-Oct-2016 |
Cummins India (KKC IN) Q2FY17: Growth remains elusive |
India |
Jonas Bhutta |
|
| 27-Oct-2016 |
TechM 2QFY17: Strong results, inexpensive valuations – upgrade to Neutral |
India |
Vibhor Singhal |
|
| 27-Oct-2016 |
Meghmani Organics Ltd (MEGH IN) - Sustains strong operating performance; Maintain BUY with a TP of Rs 50 |
India |
Surya Patra |
|
| 27-Oct-2016 |
Emami Q2FY17: Kesh King sales recover; Maintain Neutral |
India |
Jubil Jain |
|
| 27-Oct-2016 |
HDFC Ltd Q2FY17 - Core performance improves – Maintain Neutral |
India |
Manish Agarwalla |
|
| 26-Oct-2016 |
PATH |
India |
Anshul Bhargavaa |
|
| 26-Oct-2016 |
Cadila Healthcare (CDH IN) - Plant clearance is the key; Retain Neutral rating with TP of Rs 350 |
India |
Surya Patra |
|
| 26-Oct-2016 |
Adani Ports 2QFY17: Stellar performance, maintain BUY |
India |
Vibhor Singhal |
|
| 26-Oct-2016 |
Axis Bank Q2FY17 - Cracks in asset quality widen – Downgrade to Neutral |
India |
Manish Agarwalla |
|
| 26-Oct-2016 |
M&M Financial Services Q2FY17 - Growth rebounds; asset quality stabilises |
India |
Pradeep Agrawal |
|
| 26-Oct-2016 |
Shriram Transport Finance Q2FY17 - Oct 2016 - Growth moderates; asset quality stable |
India |
Pradeep Agrawal |
|
| 25-Oct-2016 |
PATH |
India |
Anshul Bhargavaa |
|
| 25-Oct-2016 |
HDFC Bank Q2FY17: Moderation in growth; asset quality stable - Maintain Buy |
India |
Manish Agarwalla |
|
| 25-Oct-2016 |
Dr Reddy’s Laboratories (DRRD IN) - Overhang – no visible progress on plant clearance; Retain SELL with TP of Rs 2,750: |
India |
Surya Patra |
|
| 25-Oct-2016 |
Persistent Systems 2QFY17: Indifferent results, valuations remain expensive |
India |
Vibhor Singhal |
|
| 24-Oct-2016 |
PATH |
India |
Anshul Bhargavaa |
|
| 24-Oct-2016 |
V-Guard Industries 2QFY17: Positive surprise: Better margins, lower interest; Maintain - Neutral |
India |
Deepak Agarwal |
|
| 24-Oct-2016 |
India Daily Weather Update: SW Monsoon and Post Monsoon |
India |
Ashwini Bansod |
|
| 21-Oct-2016 |
PATH |
India |
Anshul Bhargavaa |
|
| 21-Oct-2016 |
Wipro 2QFY17: The wait (for strong guidance) continues… |
India |
Vibhor Singhal |
|
| 21-Oct-2016 |
Atul Ltd (ATLP IN) - Pricing pressure and premium valuation concerns; Maintain SELL with TP of RS 1950 |
India |
Surya Patra |
|
| 21-Oct-2016 |
HCL Tech 2QFY17: Strong results; further strengthens ERD capabilities |
India |
Vibhor Singhal |
|
| 21-Oct-2016 |
MindTree 2QFY17: Disappointing on all fronts; downgrade to SELL |
India |
Vibhor Singhal |
|
| 21-Oct-2016 |
Biocon (BIOS IN) - All eyes on biosimilars’ progress; Downgrade to NEUTRAL with TP of Rs 915 |
India |
Surya Patra |
|
| 21-Oct-2016 |
Praj Industries Update: Weak Q2, but ready to blend 2G Maintain BUY |
India |
Vikram Suryavanshi |
|
| 21-Oct-2016 |
LIC Housing Finance Q2FY17 - Liquidity driving margin – Maintain Buy |
India |
Manish Agarwalla |
|
| 21-Oct-2016 |
ACC - Maintain Sell (-12%) |
India |
Vaibhav Agarwal |
|
| 20-Oct-2016 |
PATH |
India |
Anshul Bhargavaa |
|
| 20-Oct-2016 |
KPIT Tech 2QFY17: Strong performance, outlook remains grim |
India |
Vibhor Singhal |
|
| 19-Oct-2016 |
Havells India Ltd Q2FY17: Lower offtake in 2QFY17 - Maintain Neutral |
India |
Deepak Agarwal |
|
| 19-Oct-2016 |
MPC Minutes: Doves for now, all eyes on 5% CPI target |
India |
Anjali Verma |
|
| 19-Oct-2016 |
Daily Metals And Energy Technical Trades Update |
India |
Anup Kumar |
|
| 19-Oct-2016 |
Daily Agri Trades Technical Trades Update |
India |
Anup Kumar |
|
| 19-Oct-2016 |
PATH |
India |
Anshul Bhargavaa |
|
| 19-Oct-2016 |
PATH |
India |
Anshul Bhargavaa |
|
| 18-Oct-2016 |
PATH |
India |
Anshul Bhargavaa |
|
| 17-Oct-2016 |
PATH |
India |
Anshul Bhargavaa |
|
| 17-Oct-2016 |
NIIT Tech 2QFY17: Strong performance, weak outlook |
India |
Vibhor Singhal |
|
| 17-Oct-2016 |
UltraTech Cement - Maintain BUY - PT - Rs4,600 (+15%) |
India |
Vaibhav Agarwal |
|
| 17-Oct-2016 |
Gold Finance NBFCs: All that glitters is gold; gold NBFCs a direct play on upcycle |
India |
Pradeep Agrawal |
|
| 17-Oct-2016 |
Bajaj Corp Q2FY17: Revenues in line, demand continues to be sluggish; Maintain BUY |
India |
Jubil Jain |
|
| 14-Oct-2016 |
DCB Bank Q2FY17 - Strong growth at the cost of capital - Maintain Neutral |
India |
Manish Agarwalla |
|
| 14-Oct-2016 |
Infosys 2QFY17: Strong results; sharp cut in guidance |
India |
Vibhor Singhal |
|
| 14-Oct-2016 |
WPI Inflation: Below expectation at 3.6% |
India |
Anjali Verma |
|
| 14-Oct-2016 |
Logistics Monthly Update :Major Ports Volume Tracker |
India |
Vikram Suryavanshi |
|
| 14-Oct-2016 |
India Oils and Oilseeds Report |
India |
Rajini Panicker |
|
| 14-Oct-2016 |
PATH |
India |
Anshul Bhargavaa |
|
| 13-Oct-2016 |
Navkar Corporation: Plant Visit Update Maintain BUY |
India |
Vikram Suryavanshi |
|
| 13-Oct-2016 |
TCS 2QFY17: Lacklustre performance, maintain Neutra |
India |
Vibhor Singhal |
|
| 13-Oct-2016 |
CPI Inflation cools off to a year’s low at 4.3% |
India |
Anjali Verma |
|
| 13-Oct-2016 |
PATH |
India |
Anshul Bhargavaa |
|
| 13-Oct-2016 |
India Daily Sugar Update |
India |
Ashwini Bansod |
|
| 13-Oct-2016 |
India Daily Weather Update: SW Monsoon and Post Monsoon 2016 |
India |
Ashwini Bansod |
|
| 13-Oct-2016 |
Q2FY17 Results Preview - The return of optimism; see broad-based improvement |
India |
India Research Team |
|
| 13-Oct-2016 |
IndusInd Bank Q2FY17 - Decline in funding cost boosts NIM |
India |
Manish Agarwalla |
|
| 10-Oct-2016 |
IIP at -0.7%; mining tanked, manufacturing stayed in the red |
India |
Anjali Verma |
|
| 10-Oct-2016 |
Pharmaceuticals - Q2FY17: Weak US business to drag overall performance |
India |
Surya Patra |
|
| 10-Oct-2016 |
PATH |
India |
Anshul Bhargavaa |
|
| 07-Oct-2016 |
PATH |
India |
Anshul Bhargavaa |
|
| 07-Oct-2016 |
Railways: Tackling the US$ 65bn hurdle of pending projects |
India |
Jonas Bhutta |
|
| 07-Oct-2016 |
Monetary Policy: CPI target timeframe increased substantially; PC’s indirect impact is a threat to FY18 easing |
India |
Anjali Verma |
|
| 06-Oct-2016 |
India Daily Cotton Update |
India |
Ashwini Bansod |
|
| 06-Oct-2016 |
PATH |
India |
Anshul Bhargavaa |
|
| 06-Oct-2016 |
India Daily Sugar Update |
India |
Ashwini Bansod |
|
| 06-Oct-2016 |
India Daily Weather Update: SW Monsoon-Post Monsoon 2016 |
India |
Ashwini Bansod |
|
| 05-Oct-2016 |
PATH |
India |
Anshul Bhargavaa |
|
| 05-Oct-2016 |
Daily Metals And Energy Technical Trades Update |
India |
Anup Kumar |
|
| 05-Oct-2016 |
Daily Agri Trades Technical Trades Update |
India |
Anup Kumar |
|
| 05-Oct-2016 |
Consumer Q2FY17 Preview: Rural stress to persist |
India |
Jubil Jain |
|
| 04-Oct-2016 |
Monetary Policy - From hawkish to dovish (?): A reasonable change in stance (?) |
India |
Anjali Verma |
|
| 04-Oct-2016 |
IT Services Q2FY17 Preview: Moderate expectations from a seasonally strong quarter |
India |
Vibhor Singhal |
|
| 04-Oct-2016 |
India Daily Update - SW Monsoon-Post Monsoon 2016 |
India |
Ashwini Bansod |
|
| 04-Oct-2016 |
2QFY17 CMIE capex data: Modest improvement…needs monitoring |
India |
Jonas Bhutta |
|
| 04-Oct-2016 |
PATH |
India |
Anshul Bhargavaa |
|
| 03-Oct-2016 |
Specialty Chemical Industry Conclave - Key takeaways: Reaffirms long-term value-growth |
India |
Surya Patra |
|
| 03-Oct-2016 |
PATH |
India |
Anshul Bhargavaa |
|
| 03-Oct-2016 |
India Oils and Oilseed Report |
India |
Rajini Panicker |
|
| 03-Oct-2016 |
Weekly Asset Performance Report, Oct 3, 2016 |
India |
Ashwini Bansod |
|
| 03-Oct-2016 |
Daily Metals And Energy Technical Trades Update |
India |
Anup Kumar |
|
| 03-Oct-2016 |
Daily Agri Technical Trades Update |
India |
Anup Kumar |
|
| 03-Oct-2016 |
India Daily SW Monsoon-Post Monsoon 2016 Update |
India |
Ashwini Bansod |
|
| 30-Sep-2016 |
PATH |
India |
Anshul Bhargavaa |
|
| 30-Sep-2016 |
Daily Metals And Energy Technical Trades Update |
India |
Anup Kumar |
|
| 30-Sep-2016 |
Daily Agri Trades Technical Trades Update |
India |
Anup Kumar |
|
| 29-Sep-2016 |
PATH |
India |
Anshul Bhargavaa |
|
| 29-Sep-2016 |
Accenture 4QFY16: Decent results, subdued guidance |
India |
Vibhor Singhal |
|
| 29-Sep-2016 |
Sintex: The demerger will unlock value Maintain BUY |
India |
Vikram Suryavanshi |
|
| 29-Sep-2016 |
India Oils and Oilseeds Research |
India |
Rajini Panicker |
|
| 29-Sep-2016 |
India Daily Cotton Update |
India |
Ashwini Bansod |
|
| 29-Sep-2016 |
India Daily Sugar Update |
India |
Ashwini Bansod |
|
| 29-Sep-2016 |
India Daily Weather Update: SW Monsoon 2016 |
India |
Ashwini Bansod |
|
| 28-Sep-2016 |
PATH |
India |
Anshul Bhargavaa |
|
| 28-Sep-2016 |
PEBS: Strong order pipeline, execution pick up; Maintain BUY |
India |
Vikram Suryavanshi |
|
| 27-Sep-2016 |
PATH |
India |
Anshul Bhargavaa |
|
| 27-Sep-2016 |
Monetary Policy Preview: Governor and MPC are unknowns; else rate-cut seems likely |
India |
Anjali Verma |
|
| 27-Sep-2016 |
India Daily Oils and Oilseeds Report |
India |
Rajini Panicker |
|
| 27-Sep-2016 |
Aarti Industries (ARTO IN) - Offers strong earning visibility; Attractively valued; Re-iterate BUY with TP of Rs 740: |
India |
Surya Patra |
|
| 27-Sep-2016 |
Parag Milk Foods: Moo-ving fast in the high-growth value-added dairy space; Initiate with BUY |
India |
Jubil Jain |
|
| 26-Sep-2016 |
PATH |
India |
Anshul Bhargavaa |
|
| 23-Sep-2016 |
PATH |
India |
Anshul Bhargavaa |
|
| 23-Sep-2016 |
India Daily Weather Update: SW Monsoon 2016 |
India |
Ashwini Bansod |
|
| 22-Sep-2016 |
PATH |
India |
Anshul Bhargavaa |
|
| 22-Sep-2016 |
India Daily Weather Update - SW Monsoon 2016 |
India |
Ashwini Bansod |
|
| 22-Sep-2016 |
Daily Metals And Energy Technical Trades Update |
India |
Anup Kumar |
|
| 22-Sep-2016 |
Daily Agri Trades Technical Trades Update |
India |
Anup Kumar |
|
| 21-Sep-2016 |
PATH |
India |
Anshul Bhargavaa |
|
| 21-Sep-2016 |
Daily Metals And Energy Technical Trades Update |
India |
Anup Kumar |
|
| 21-Sep-2016 |
Daily Agri Trades Technical Trades Update |
India |
Anup Kumar |
|
| 20-Sep-2016 |
PATH |
India |
Anshul Bhargavaa |
|
| 20-Sep-2016 |
India Daily Oils and Oilseeds Report |
India |
Rajini Panicker |
|
| 20-Sep-2016 |
India Daily Weather Update - SW Monsoon 2016 |
India |
Ashwini Bansod |
|
| 19-Sep-2016 |
PATH |
India |
Anshul Bhargavaa |
|
| 19-Sep-2016 |
Daily Metals And Energy Technical Trades Update |
India |
Anup Kumar |
|
| 19-Sep-2016 |
Daily Agri Trades Technical Trades Update |
India |
Anup Kumar |
|
| 16-Sep-2016 |
PATH |
India |
Anshul Bhargavaa |
|
| 16-Sep-2016 |
Daily Metals And Energy Technical Trades Update |
India |
Anup Kumar |
|
| 16-Sep-2016 |
Daily Agri Trades Technical Trades Update |
India |
Anup Kumar |
|
| 16-Sep-2016 |
India Daily Cotton Update |
India |
Ashwini Bansod |
|
| 16-Sep-2016 |
India Daily Sugar Update |
India |
Ashwini Bansod |
|
| 16-Sep-2016 |
India Daily Weather Update - SW Monsoon 2016 |
India |
Ashwini Bansod |
|
| 15-Sep-2016 |
PATH |
India |
Anshul Bhargavaa |
|
| 15-Sep-2016 |
India Daily Weather Update - SW Monsoon 2016 |
India |
Ashwini Bansod |
|
| 14-Sep-2016 |
PATH |
India |
Anshul Bhargavaa |
|
| 14-Sep-2016 |
WPI Inflation: Higher but below expectation, at 3.7% |
India |
Anjali Verma |
|
| 14-Sep-2016 |
India Daily Oils and Oilseeds Report |
India |
Rajini Panicker |
|
| 14-Sep-2016 |
India Daily Cotton Update |
India |
Ashwini Bansod |
|
| 14-Sep-2016 |
India Daily Sugar Update |
India |
Ashwini Bansod |
|
| 14-Sep-2016 |
India Daily Weather Update - SW Monsoon 2016 |
India |
Ashwini Bansod |
|
| 14-Sep-2016 |
CPI, IIP : CPI marginally, IIP sharply – below expectation |
India |
Anjali Verma |
|
| 14-Sep-2016 |
Daily Metals And Energy Technical Trades Update |
India |
Anup Kumar |
|
| 14-Sep-2016 |
Daily Agri Trades Technical Trades Update |
India |
Anup Kumar |
|
| 12-Sep-2016 |
PATH |
India |
Anshul Bhargavaa |
|
| 12-Sep-2016 |
Weekly Assets Performance Report |
India |
Ashwini Bansod |
|
| 12-Sep-2016 |
India Daily Cotton Update |
India |
Ashwini Bansod |
|
| 12-Sep-2016 |
India Daily Sugar Update |
India |
Ashwini Bansod |
|
| 12-Sep-2016 |
India Daily Weather Update for SW Monsoon 2016 |
India |
Ashwini Bansod |
|
| 12-Sep-2016 |
India Daily Oils and Oilseeds Report |
India |
Rajini Panicker |
|
| 12-Sep-2016 |
Daily Agri Trades Technical Trades Update |
India |
Anup Kumar |
|
| 12-Sep-2016 |
Daily Metals And Energy Technical Trades Update |
India |
Anup Kumar |
|
| 09-Sep-2016 |
PATH |
India |
Anshul Bhargavaa |
|
| 09-Sep-2016 |
MBL Infra Update: Beyond fundamentals; stock Under Review |
India |
Vibhor Singhal |
|
| 09-Sep-2016 |
India Daily Cotton Update |
India |
Ashwini Bansod |
|
| 09-Sep-2016 |
Daily Oils and Oilseeds Report |
India |
Rajini Panicker |
|
| 09-Sep-2016 |
India Daily Weather Update - SW Monsoon 2016 |
India |
Ashwini Bansod |
|
| 09-Sep-2016 |
Daily Metals And Energy Technical Trades Update |
India |
Anup Kumar |
|
| 09-Sep-2016 |
Daily Agri Trades Technical Trades Update |
India |
Anup Kumar |
|
| 08-Sep-2016 |
PATH |
India |
Anshul Bhargavaa |
|
| 08-Sep-2016 |
Alstom T&D (ATD IN) Q1FY17: Results marred by one off provisions |
India |
Jonas Bhutta |
|
| 08-Sep-2016 |
India Daily Cotton Update |
India |
Ashwini Bansod |
|
| 08-Sep-2016 |
L&T Technology Services IPO: Attractive business model at expensive valuations - Avoid |
India |
Vibhor Singhal |
|
| 08-Sep-2016 |
TCS Update: ‘Implied’ profit warning; deceleration to continue |
India |
Vibhor Singhal |
|
| 08-Sep-2016 |
India Daily Sugar Update |
India |
Ashwini Bansod |
|
| 08-Sep-2016 |
Daily Agri Trades Technical Update |
India |
Anup Kumar |
|
| 08-Sep-2016 |
Daily Metals And Energy Technical Trades Update |
India |
Anup Kumar |
|
| 08-Sep-2016 |
India Daily Weather Update |
India |
Ashwini Bansod |
|
| 08-Sep-2016 |
PATH |
India |
Anshul Bhargavaa |
|
| 07-Sep-2016 |
BHEL (BHEL IN) Q1FY17: Flash in pan or for real? |
India |
Jonas Bhutta |
|
| 07-Sep-2016 |
PATH |
India |
Anshul Bhargavaa |
|
| 07-Sep-2016 |
India Daily Cotton Update |
India |
Ashwini Bansod |
|
| 07-Sep-2016 |
Daily Oils and Oilseeds Reports, Sep 7, 2016 |
India |
Rajini Panicker |
|
| 07-Sep-2016 |
India Daily Sugar Update |
India |
Ashwini Bansod |
|
| 07-Sep-2016 |
India Daily Weather Update for SW Monsoon 2016 |
India |
Ashwini Bansod |
|
| 06-Sep-2016 |
MindTree: No respite from headwinds; maintain NEUTRAL |
India |
Vibhor Singhal |
|
| 06-Sep-2016 |
PATH |
India |
Anshul Bhargavaa |
|
| 04-Sep-2016 |
Inox Wind (INXW IN) Q1FY17 result update: Another quarter of disappointment; Downgrade to Neutral |
India |
Jonas Bhutta |
|
| 02-Sep-2016 |
PATH |
India |
Anshul Bhargavaa |
|
| 02-Sep-2016 |
JKumar Infra - Political battle impairs visibility; stock Under Review |
India |
Vibhor Singhal |
|
| 01-Sep-2016 |
PATH |
India |
Anshul Bhargavaa |
|
| 31-Aug-2016 |
PATH |
India |
Anshul Bhargavaa |
|
| 31-Aug-2016 |
Q1FY17 GDP – at 7.1%; Call it stability at best. Investment worsening, consumption fine |
India |
Anjali Verma |
|
| 31-Aug-2016 |
Ashoka Buildcon 1QFY17: Not much to deduce from results; outlook remains bright |
India |
Vibhor Singhal |
|
| 30-Aug-2016 |
PATH |
India |
Anshul Bhargavaa |
|
| 30-Aug-2016 |
Crompton Greaves (CRG IN) Q1FY17 result update: Turning the corner slowly, but this is priced in |
India |
Jonas Bhutta |
|
| 30-Aug-2016 |
IT Services: Analyst meets – what did we learn? - |
India |
Vibhor Singhal |
|
| 29-Aug-2016 |
PATH |
India |
Anshul Bhargavaa |
|
| 29-Aug-2016 |
PNC Infratech 1QFY17: Along expected lines; maintain BUY |
India |
Vibhor Singhal |
|
| 26-Aug-2016 |
PATH |
India |
Anshul Bhargavaa |
|
| 25-Aug-2016 |
PATH |
India |
Anshul Bhargavaa |
|
| 24-Aug-2016 |
PATH |
India |
Anshul Bhargavaa |
|
| 24-Aug-2016 |
Engineers India Q1FY17: Solid results; to only get better |
India |
Jonas Bhutta |
|
| 24-Aug-2016 |
Aurobindo Pharma (ARBP IN) - Powered by strong US sales visibility; Retain BUY with TP of Rs 1000 |
India |
Surya Patra |
|
| 23-Aug-2016 |
PATH |
India |
Anshul Bhargavaa |
|
| 23-Aug-2016 |
PATH |
India |
Anshul Bhargavaa |
|
| 23-Aug-2016 |
Allcargo Logistics Q1FY17: Encouraging volume growth, Maintain BUY |
India |
Vikram Suryavanshi |
|
| 22-Aug-2016 |
PATH |
India |
Anshul Bhargavaa |
|
| 19-Aug-2016 |
PATH |
India |
Anshul Bhargavaa |
|
| 19-Aug-2016 |
India Cements - Maintain BUY - (+51%) |
India |
Vaibhav Agarwal |
|
| 19-Aug-2016 |
State Bank of India - Event Update - fair deal – Maintain BUY |
India |
Manish Agarwalla |
|
| 18-Aug-2016 |
PATH |
India |
Anshul Bhargavaa |
|
| 18-Aug-2016 |
Dalmia Bharat - Maintain BUY (+42%) |
India |
Vaibhav Agarwal |
|
| 18-Aug-2016 |
IT Services: Second law of thermodynamics – in play! |
India |
Vibhor Singhal |
|
| 17-Aug-2016 |
PATH |
India |
Anshul Bhargavaa |
|
| 16-Aug-2016 |
PATH |
India |
Anshul Bhargavaa |
|
| 16-Aug-2016 |
KDDL Q1FY17: Better than expected recovery (Maintain BUY) |
India |
Vikram Suryavanshi |
|
| 16-Aug-2016 |
Pennar Industries Q1FY17 Update: Benefit from value add |
India |
Vikram Suryavanshi |
|
| 16-Aug-2016 |
KNR Construction 1QFY17: Strong performance yet again; maintain BUY |
India |
Vibhor Singhal |
|
| 16-Aug-2016 |
Ground View Magazine: 1st – 31st July 2016 Issue: India Defence Sector – Structural opportunities for True Grit |
India |
Jonas Bhutta |
|
| 16-Aug-2016 |
WPI Inflation: At 23-month high, soars to 3.6% |
India |
Anjali Verma |
|
| 16-Aug-2016 |
Shree Cement - Q1FY17 Update - Neutral |
India |
Vaibhav Agarwal |
|
| 16-Aug-2016 |
JK Lakshmi - Buy (+17%; TP - Rs500) |
India |
Vaibhav Agarwal |
|
| 16-Aug-2016 |
State Bank of India Q1FY17 - Worst over for parent, associates still in pain – Maintain BUY |
India |
Manish Agarwalla |
|
| 16-Aug-2016 |
Glenmark - US business set for sequential progress; Re-iterate BUY with TP of Rs 1000 |
India |
Surya Patra |
|
| 16-Aug-2016 |
Cipla - Restructuring led pain continues; Retain Neutral with TP of Rs485 |
India |
Surya Patra |
|
| 16-Aug-2016 |
Sun Pharma - All hopes around Halol plant clearance; Retain Neutral with TP of Rs 825 |
India |
Surya Patra |
|
| 13-Aug-2016 |
Divi’s Laboratories - To see back-ended growth by new projects; Maintain Neutral with TP of Rs 1200 |
India |
Surya Patra |
|
| 12-Aug-2016 |
PATH |
India |
Anshul Bhargavaa |
|
| 12-Aug-2016 |
IPCA Laboratories (IPCA IN) - Still not out of woods; Maintain NEUTRAL with TP of Rs 475 |
India |
Surya Patra |
|
| 12-Aug-2016 |
Va Tech Wabag Q1FY17: Weak margins impact 1Q; working capital worries persist |
India |
Jonas Bhutta |
|
| 12-Aug-2016 |
Inflation at 22-month high; IIP at 4-month high |
India |
Anjali Verma |
|
| 12-Aug-2016 |
NCC 1QFY17: Beats expectations again; decent orderflow |
India |
Vibhor Singhal |
|
| 12-Aug-2016 |
Camlin Fine Sciences (CFIN IN) - Weak Q1; On right track; Retain Buy with TP of Rs 135 |
India |
Surya Patra |
|
| 12-Aug-2016 |
Bank of Baroda Q1FY17 - Strong core performance but credit cost remains a drag – Maintain BUY |
India |
Manish Agarwalla |
|
| 12-Aug-2016 |
Thermax Q1FY17: Disappoints on all counts; outlook remains weak |
India |
Jonas Bhutta |
|
| 11-Aug-2016 |
PATH |
India |
Anshul Bhargavaa |
|
| 11-Aug-2016 |
IRB Infra Q1FY17: Inline with expectations; InvIT the next big trigger |
India |
Vibhor Singhal |
|
| 11-Aug-2016 |
ITD Cementation 2QCY16: Margins continue to disappoint; valuations expensive |
India |
Vibhor Singhal |
|
| 11-Aug-2016 |
Aarti Industries - On firm footing; Attractively valued; Re-iterate BUY with raised TP of Rs 740 |
India |
Surya Patra |
|
| 11-Aug-2016 |
Britannia Q1FY17: Inflation to limit margin expansion; Downgrade to Neutral |
India |
Jubil Jain |
|
| 10-Aug-2016 |
PATH |
India |
Anshul Bhargavaa |
|
| 10-Aug-2016 |
Meghmani Organics Ltd (MEGH IN) - Healthy operating performance to continue; Maintain BUY with raised TP of Rs 50 |
India |
Surya Patra |
|
| 10-Aug-2016 |
Concor Q1FY17: Volume growth remains concern (Maintain Neutral rating) |
India |
Vikram Suryavanshi |
|
| 10-Aug-2016 |
NIIT Tech - COO exit elongates the turnaround process |
India |
Vibhor Singhal |
|
| 09-Aug-2016 |
PATH |
India |
Anshul Bhargavaa |
|
| 09-Aug-2016 |
PATH |
India |
Anshul Bhargavaa |
|
| 09-Aug-2016 |
SRF Ltd - Strong Q1; Near-term triggers priced-in; Downgrade to NEUTRAL with the pre-fixed TP of Rs 1600 |
India |
Surya Patra |
|
| 09-Aug-2016 |
Lupin (LPC IN) - No near-term triggers likely; Remain NEUTRAL with lowered TP of Rs 1650: |
India |
Surya Patra |
|
| 09-Aug-2016 |
Adani Ports 1QFY17: Strong growth in cargo volumes |
India |
Vibhor Singhal |
|
| 09-Aug-2016 |
Repco Home Finance Q1FY17 - Loan growth moderates – Downgrade to Neutral |
India |
Manish Agarwalla |
|
| 09-Aug-2016 |
JK Cement - Maintain BUY (+31%): |
India |
Vaibhav Agarwal |
|
| 09-Aug-2016 |
RBI concerned on inflation, but positive on growth |
India |
Anjali Verma |
|
| 09-Aug-2016 |
Mangalam Cement - (+14%) - Neutral: |
India |
Vaibhav Agarwal |
|
| 08-Aug-2016 |
PATH |
India |
Anshul Bhargavaa |
|
| 08-Aug-2016 |
India Logistics: Getting ready for the long haul (Sector Report) |
India |
Vikram Suryavanshi |
|
| 08-Aug-2016 |
Union Bank of India Q1FY17 - Higher slippages impact earnings – Maintain Buy |
India |
Manish Agarwalla |
|
| 05-Aug-2016 |
PATH |
India |
Anshul Bhargavaa |
|
| 05-Aug-2016 |
Cognizant 2QCY16 Results: Second successive guidance cut; negative for the sector |
India |
Vibhor Singhal |
|
| 05-Aug-2016 |
Siemens India Q3FY17: Surprises on order inflows, but disappoints on earnings |
India |
Jonas Bhutta |
|
| 05-Aug-2016 |
Cummins India Q1FY17: Improving domestic outlook offset by tepid exports |
India |
Jonas Bhutta |
|
| 05-Aug-2016 |
GSK Consumer Q1FY17: Sluggish quarter as expected; Maintain BUY |
India |
Jubil Jain |
|
| 05-Aug-2016 |
PEBS Q1FY17 Update: Building strong foundation for growth, Maintian BUY |
India |
Vikram Suryavanshi |
|
| 04-Aug-2016 |
PATH |
India |
Anshul Bhargavaa |
|
| 03-Aug-2016 |
PATH |
India |
Anshul Bhargavaa |
|
| 03-Aug-2016 |
GST Bill - Constitutional nod, finally. Tax rate still unknown. Implementation challenges ahead |
India |
Anjali Verma |
|
| 03-Aug-2016 |
Emami Q1FY17: Kesh King growth back on track; Maintain Neutral |
India |
Jubil Jain |
|
| 03-Aug-2016 |
Titan Q1FY17: Jewellery business continues to be subdued; Maintain Neutral |
India |
Jubil Jain |
|
| 03-Aug-2016 |
Cadila Healthcare - Weak US outlook dampens earnings; Cut TP to Rs 350 |
India |
Surya Patra |
|
| 03-Aug-2016 |
HCL Tech 1QFY17: Strong performance; limited upside – maintain NEUTRAL |
India |
Vibhor Singhal |
|
| 03-Aug-2016 |
Voltas Q1FY17 update: Strong 1Q is priced in |
India |
Jonas Bhutta |
|
| 02-Aug-2016 |
PATH |
India |
Anshul Bhargavaa |
|
| 02-Aug-2016 |
Indian Bank Q1FY17 - Improving core performance – Maintain Buy |
India |
Manish Agarwalla |
|
| 02-Aug-2016 |
Lupin (LPC IN) - Limited upside from Japanese brand acquisition; Remain NEUTRAL with revised TP of Rs 1710 |
India |
Surya Patra |
|
| 02-Aug-2016 |
Cholamandalam Finance Q1FY17 - Stable quarter; Valuations stretched |
India |
Pradeep Agrawal |
|
| 02-Aug-2016 |
VRL Logistics Q1FY17 update: - Margin pressure continue; Maintain SELL |
India |
Deepak Agarwal |
|
| 01-Aug-2016 |
PATH |
India |
Anshul Bhargavaa |
|
| 01-Aug-2016 |
Tech Mahindra 1QFY17: Margins continue to fall – maintain SELL |
India |
Vibhor Singhal |
|
| 01-Aug-2016 |
Vinati Organics Ltd (VO IN) - Strong operating performance to re-rate; Maintain BUY with raised TP of Rs 600: |
India |
Surya Patra |
|
| 01-Aug-2016 |
L&T 1QFY17 result update: Results overshadowed by transition to IND-AS |
India |
Jonas Bhutta |
|
| 01-Aug-2016 |
KEC International 1QFY17 result update: Higher margins made up for slower execution |
India |
Jonas Bhutta |
|
| 30-Jul-2016 |
Punjab National Bank Q1FY17 - No respite in asset quality – Maintain Neutral |
India |
Manish Agarwalla |
|
| 30-Jul-2016 |
ICICI Bank Q1FY17 - Near term stress to persist – Maintain Neutral |
India |
Manish Agarwalla |
|
| 29-Jul-2016 |
Shriram City Union Finance Q1FY17 - July 2016 - Margin expansion drive beat in earnings; Growth to accelerate |
India |
Pradeep Agrawal |
|
| 29-Jul-2016 |
Godrej Consumer Products Q1FY17: Acquisitions drive growth; domestic business subdued; Maintain Neutral |
India |
Jubil Jain |
|
| 28-Jul-2016 |
Agro Tech Foods Q1FY17: Revenue growth gaining momentum; Maintain Neutral |
India |
Jubil Jain |
|
| 28-Jul-2016 |
Sintex Q1FY17: Good performance shadowed by fund raising ; Maintain BUY |
India |
Vikram Suryavanshi |
|
| 27-Jul-2016 |
HDFC Ltd Q1FY17 - Weak core earningse – Downgrade to Neutral |
India |
Manish Agarwalla |
|
| 27-Jul-2016 |
Shriram Transport Finance Q1FY17 - July 2016 -Stable quarter; Shift to lower vintage vehicles pose risk to NIMs |
India |
Pradeep Agrawal |
|
| 27-Jul-2016 |
Dr Reddy’s Laboratories (DRRD IN) - Downgrade to SELL on gross operational weakness with lower TP of Rs 2,750: |
India |
Surya Patra |
|
| 27-Jul-2016 |
Ambuja Cements - Maintain Neutral (+11%) |
India |
Vaibhav Agarwal |
|
| 26-Jul-2016 |
ACC - Maintain Sell |
India |
Vaibhav Agarwal |
|
| 26-Jul-2016 |
Bajaj Corp Q1FY17: Sluggish quarter; growth to revive post monsoons; Maintain Buy |
India |
Jubil Jain |
|
| 25-Jul-2016 |
M&M Financial Services Q1FY17 - Last leg of down-cycle; Up-cycle to gain momentum by Q3 |
India |
Pradeep Agrawal |
|
| 25-Jul-2016 |
Persistent 1QFY17: Margin free-fall continues – maintain SELL |
India |
Vibhor Singhal |
|
| 25-Jul-2016 |
Praj Industries Q1FY17- On track; Maintain BUY |
India |
Vikram Suryavanshi |
|
| 25-Jul-2016 |
Sovereign Expenditure Analysis: Centre + states = Laden with surprises! |
India |
Anjali Verma |
|
| 25-Jul-2016 |
Biocon (BIOS IN) - Powered by visible gains from biosimilars; Re-iterate BUY with raised TP of Rs 915 |
India |
Surya Patra |
|
| 22-Jul-2016 |
Atul Ltd (ATLP IN) - Premium valuations despite operational weakness; Downgrade to SELL with TP of Rs 1650 |
India |
Surya Patra |
|
| 22-Jul-2016 |
Axis Bank Q1FY17 - Higher slippages dent profits – Maintain Buy |
India |
Manish Agarwalla |
|
| 21-Jul-2016 |
HDFC Bank Q1FY17 - Higher NPA provisions offset strong operating performance – Maintain Buy |
India |
Manish Agarwalla |
|
| 21-Jul-2016 |
ABB India Q2CY16 : Margin-led disappointment |
India |
Jonas Bhutta |
|
| 21-Jul-2016 |
KEI Industries Ltd 1QFY17; Strong growth in cables offset by EHV plant restructuring; Maintain BUY |
India |
Deepak Agarwal |
|
| 21-Jul-2016 |
KPIT Tech 1QFY17: Highly volatile performance to continue; maintain SELL |
India |
Vibhor Singhal |
|
| 21-Jul-2016 |
HeidelbergCement India - Maintain BUY (+16%) - |
India |
Vaibhav Agarwal |
|
| 20-Jul-2016 |
UltraTech Cement - Maintain BUY |
India |
Vaibhav Agarwal |
|
| 19-Jul-2016 |
Wipro 1QFY17 Results: Disappointment continues, maintain SELL |
India |
Vibhor Singhal |
|
| 19-Jul-2016 |
Morbi Visit , Big becomes bigger |
India |
Deepak Agarwal |
|
| 19-Jul-2016 |
DRRD IN - gZegerid launch eases pressure on US sales; Maintain BUY with raised TP of Rs 3700 |
India |
Surya Patra |
|
| 18-Jul-2016 |
MindTree 1QFY17 Results: Lower visibility; rich valuations – downgrade to NEUTRAL |
India |
Vibhor Singhal |
|
| 18-Jul-2016 |
MindTree 1QFY17 Results: Lower visibility; rich valuations – downgrade to NEUTRAL |
India |
Manish Agarwalla |
|
| 15-Jul-2016 |
Infosys 1QFY17: Disappointing quarter but extreme reaction – BUY |
India |
Vibhor Singhal |
|
| 15-Jul-2016 |
NIIT Technologies 1QFY17: Mixed set of results; inexpensive valuations – BUY |
India |
Vibhor Singhal |
|
| 14-Jul-2016 |
TCS 1Q17 Results: All-round performance after many quarters |
India |
Vibhor Singhal |
|
| 14-Jul-2016 |
WPI Inflation: Higher and widespread – at 1.6% |
India |
Anjali Verma |
|
| 13-Jul-2016 |
Cadila Healthcare (CDH IN) - Mesalamine launch as an AG is not that exciting; Downgrade to NEUTRAL with TP of Rs 390 |
India |
Surya Patra |
|
| 12-Jul-2016 |
Elevated inflation; Respite on IIP |
India |
Anjali Verma |
|
| 11-Jul-2016 |
IndusInd Bank Q1FY17 - Performance driven by strong balance sheet growth – Maintain Buy |
India |
Manish Agarwalla |
|
| 11-Jul-2016 |
Ground View Magazine: 1st – 30th June 2016 Issue: DIGITISATION IN BANKS – Collaboration, not competition |
India |
Manish Agarwalla |
|
| 11-Jul-2016 |
Q1FY17 Results Preview - Qoq growth gets better, improvement is wider |
India |
Manish Agarwalla |
|
| 07-Jul-2016 |
BFSI Q1FY17 Preview: Tepid loan growth; high credit cost will lead to weak earnings |
India |
Manish Agarwalla |
|
| 05-Jul-2016 |
Pharmaceuticals Q1FY17 Preview - Currency to play a supportive role |
India |
Surya Patra |
|
| 04-Jul-2016 |
L&T Infotech IPO Note: Standard business model - not attractive enough, Avoid |
India |
Vibhor Singhal |
|
| 04-Jul-2016 |
CMIE recently published its India capex data for 1QFY17. Key highlights: |
India |
Jonas Bhutta |
|
| 01-Jul-2016 |
KPIT Tech: Issues profit warning – just like we expected! |
India |
Vibhor Singhal |
|
| 29-Jun-2016 |
7th Pay Commission: Partial payout in FY17 – A relative positive for consumption |
India |
Anjali Verma |
|
| 29-Jun-2016 |
KEC International (KECI IN): Management meeting takeaways |
India |
Jonas Bhutta |
|
| 29-Jun-2016 |
Larsen & Toubro (LT IN): Impact analysis on adoption of IND-AS accounting |
India |
Jonas Bhutta |
|
| 24-Jun-2016 |
BREXIT - Way forward: India largely decoupled |
India |
Anjali Verma |
|
| 24-Jun-2016 |
Indian Pharma - Largely immune to Brexit; BUY - ARBP and DRRD |
India |
Surya Patra |
|
| 23-Jun-2016 |
Accenture 3QFY16: Consulting led growth, outsourcing finally picks up |
India |
Vibhor Singhal |
|
| 21-Jun-2016 |
BFSI Sector - Resolution of stressed assets - Banks can take 40% MTM hit without impacting guidance |
India |
Manish Agarwalla |
|
| 15-Jun-2016 |
GV Investor Conference - Monsoon turnaround |
India |
India Research Team |
|
| 14-Jun-2016 |
WPI Inflation: Higher and widespread – at 0.8% |
India |
Anjali Verma |
|
| 13-Jun-2016 |
CPI inflation zoom higher, raising doubts on further rate reduction |
India |
Anjali Verma |
|
| 10-Jun-2016 |
Industrial output: From weak to weaker |
India |
Anjali Verma |
|
| 07-Jun-2016 |
Monetray policy review: Growth outlook positive, marginal concerns on inflation |
India |
Anjali Verma |
|
| 03-Jun-2016 |
Infrastructure: BOT Toll Monitor – Momentum continues |
India |
Vibhor Singhal |
|
| 03-Jun-2016 |
Titan company update: Waiting for growth to pick up; Maintain Neutral |
India |
Jubil Jain |
|
| 02-Jun-2016 |
KDDL Q4FY16: Worst is behind, BUY |
India |
Vikram Suryavanshi |
|
| 01-Jun-2016 |
MBL Infrastructure 4QFY16: Balance sheet concerns continue to grow |
India |
Vibhor Singhal |
|
| 01-Jun-2016 |
KNR Construction 4QFY16: Along expected lines; outlook bright |
India |
Vibhor Singhal |
|
| 31-May-2016 |
HeidelbergCement India Ltd - Maintain BUY (+32%) |
India |
Vaibhav Agarwal |
|
| 31-May-2016 |
JK Cement - Maintain BUY (+37%): |
India |
Vaibhav Agarwal |
|
| 31-May-2016 |
Q4FY16 GDP higher at 7.9%, but led by discrepancies and net exports |
India |
Anjali Verma |
|
| 31-May-2016 |
Aurobindo Pharma: US and Europe to lead improvement in profitability; Retain BUY with TP Rs1000 |
India |
Surya Patra |
|
| 31-May-2016 |
PNC Infratech 4QFY16: Strong growth momentum continues; maintain BUY |
India |
Vibhor Singhal |
|
| 31-May-2016 |
Sun Pharma (SUNP IN) - Downgrade on weaker earning guidance: Downgrade to Neutral with TP of Rs 800 |
India |
Surya Patra |
|
| 30-May-2016 |
IPCA Laboratories (IPCA IN) - No visible ramp up in US sales;Downgrade to Neutral with a TP of Rs 475: |
India |
Surya Patra |
|
| 30-May-2016 |
Meghmani Organics Ltd (MEGH IN) - Operating leverage to drive growth; Maintain BUY with TP of Rs 42 |
India |
Surya Patra |
|
| 30-May-2016 |
Canara Bank Q4FY16 - Operating performance risk remains – Maintain Neutral |
India |
Manish Agarwalla |
|
| 30-May-2016 |
Sintex Q4FY16: On growth path, Maintian BUY |
India |
Vikram Suryavanshi |
|
| 30-May-2016 |
Va Tech Wabag Q4FY16: Execution-led disappointment; working cap still a concern |
India |
Jonas Bhutta |
|
| 30-May-2016 |
BHEL Q4FY16: Weak performance continues; no end in sight |
India |
Jonas Bhutta |
|
| 30-May-2016 |
State Bank of India Q4FY16 - Cleaning up the mess – Maintain Buy |
India |
Manish Agarwalla |
|
| 30-May-2016 |
Divi’s Laboratories (DIVI IN) - Back-ended growth in FY18 led by expansions; Maintain Neutral with TP Rs 1190 |
India |
Surya Patra |
|
| 29-May-2016 |
Sun Pharma: Expect no major impact US DOJ investigations; Buy with TP Rs 950: |
India |
Surya Patra |
|
| 27-May-2016 |
Shree Cement - Q3FY16 : Maintain Neutral (+6%) |
India |
Vaibhav Agarwal |
|
| 27-May-2016 |
India Cements - Maintain BUY +34% |
India |
Vaibhav Agarwal |
|
| 27-May-2016 |
Cummins India Q4FY16 - Weak performance across the board; dull outlook |
India |
Jonas Bhutta |
|
| 27-May-2016 |
Engineers India Q4FY16 - Thesis on track; focus on orders and margins |
India |
Jonas Bhutta |
|
| 26-May-2016 |
Camlin Fine Sciences (CFIN IN) - Entry into antioxidant blends drives value growth; Maintain Buy rating with TP of Rs 135 |
India |
Surya Patra |
|
| 26-May-2016 |
Concor Q4FY16: Between rock and hard place (Neutral) |
India |
Vikram Suryavanshi |
|
| 26-May-2016 |
Larsen & Toubro Q4FY16 : Q4 ticks all the right boxes |
India |
Jonas Bhutta |
|
| 25-May-2016 |
JKumar 4QFY16: Near term concerns; long term comfort |
India |
Vibhor Singhal |
|
| 25-May-2016 |
VRL Logistics Ltd - Q4FY16: Losing focus (SELL) |
India |
Deepak Agarwal |
|
| 24-May-2016 |
Tech Mahindra 4QFY16: Expectation reset required; maintain SELL |
India |
Vikram Suryavanshi |
|
| 24-May-2016 |
NCC 4QFY16: We were right, consensus was wrong |
India |
Vibhor Singhal |
|
| 24-May-2016 |
Cipla (CIPLA IN) - Disappointing Q4; Hazy near-term outlook; Downgrade to Neutral with lowered TP of Rs52 |
India |
Surya Patra |
|
| 24-May-2016 |
Pennar Industries Q4FY16: Focus on value addition; Maintian BUY |
India |
Vikram Suryavanshi |
|
| 24-May-2016 |
KEI Industries Ltd Q4FY16: Low copper Prices offsets volume growth; Maintain BUY |
India |
Deepak Agarwal |
|
| 23-May-2016 |
Praj Industries Q4FY16: Blending profits and cash flows is crucial; Maintain BUY |
India |
Vikram Suryavanshi |
|
| 23-May-2016 |
Allcargo Q4FY16: Standing out from the crowd; Maintain BUY |
India |
Vikram Suryavanshi |
|
| 23-May-2016 |
Britannia Q4FY16: Growth story intact; Maintain Buy |
India |
Jubil Jain |
|
| 23-May-2016 |
Ashoka Buildcon 4QFY16: In line results; outlook bright |
India |
Vibhor Singhal |
|
| 20-May-2016 |
Q4FY16 Update - JK Lakshmi Cement - Maintain Neutral |
India |
Vaibhav Agarwal |
|
| 20-May-2016 |
Q4FY16 Update - Dalmia Bharat (BUY +50%) & OCL India (Neutral +4%): |
India |
Vaibhav Agarwal |
|
| 19-May-2016 |
Lupin - Gavis integration surprises negatively; Maintain NEUTRAL with lowered TP of Rs 1670 |
India |
Surya Patra |
|
| 19-May-2016 |
GSK Consumer Q4FY16: Focus shifts to volume growth; Upgrade to Buy |
India |
Jubil Jain |
|
| 19-May-2016 |
IRB Infra 4QFY16: Decent results driven by EPC execution |
India |
Vibhor Singhal |
|
| 19-May-2016 |
Punjab National Bank Q4FY16 - (PhillipCapital India) - Asset quality sinks |
India |
Manish Agarwalla |
|
| 17-May-2016 |
PEBS Q4FY16: Strong operating performance; Maintain BUY |
India |
Vikram Suryavanshi |
|
| 16-May-2016 |
Vinati Organics (VO IN) -Growth led by ATBS base recovery; Retain BUY: |
India |
Surya Patra |
|
| 16-May-2016 |
WPI Inflation: Higher and wide spread – at 0.3% |
India |
Anjali Verma |
|
| 16-May-2016 |
ITD Cementation 1QCY16: Execution continues to be robust |
India |
Vibhor Singhal |
|
| 16-May-2016 |
Shriram Transport Finance Company Update - May 2016 - Higher recovery to cut credit cost, limit peer valuation gap |
India |
Pradeep Agrawal |
|
| 14-May-2016 |
Union Bank of India Q4FY16 - (PhillipCapital India) - Bad loan recognition impacts earnings |
India |
Manish Agarwalla |
|
| 14-May-2016 |
Bank of Baroda Q4FY16 - (PhillipCapital India) - Improved provision coverage at the cost of profitability |
India |
Manish Agarwalla |
|
| 13-May-2016 |
Cadila Healthcare - Hopes for better US growth in FY17; Retain BUY with TP of Rs 380 |
India |
Surya Patra |
|
| 13-May-2016 |
Repco Home Finance Q4FY16 - Strong NII and lower opex drives performance |
India |
Manish Agarwalla |
|
| 13-May-2016 |
Indian Bank Q4FY16 - (PhillipCapital India) - Profit impacted by RBI’s AQR related NPA |
India |
Manish Agarwalla |
|
| 13-May-2016 |
Glenmark Pharma - Foresees broad-based growth; Maintain BUY with a raised TP of Rs 1050 |
India |
Surya Patra |
|
| 12-May-2016 |
Not a good mix; Inflation above, IIP below expectations |
India |
Anjali Verma |
|
| 12-May-2016 |
SRF Ltd (SRF IN) - Specialty chemicals drive value progress; Retain Buy rating with lowered TP of Rs 1600 |
India |
Surya Patra |
|
| 12-May-2016 |
DRRD IN - Strong R&D asset at attractive valuations; Retain our BUY TP of Rs 3,600 |
India |
Surya Patra |
|
| 11-May-2016 |
Oriental Bank of Commerce Q4FY16 - Higher provision dents profit |
India |
Manish Agarwalla |
|
| 11-May-2016 |
Alstom T&D Q416 - Missed estimate due to change in revenue recognition milestones |
India |
Jonas Bhutta |
|
| 11-May-2016 |
SKS Microfinance - Tale of rising tenure, high ticket size, and indebtedness |
India |
Manish Agarwalla |
|
| 09-May-2016 |
KEC International (KECI IN) Q4FY16- Multiple tailwinds to aid re-rating; Upgrade to Buy |
India |
Jonas Bhutta |
|
| 09-May-2016 |
Infrastructure: PhilliCapital Metro Day - Key Takeaways |
India |
Vibhor Singhal |
|
| 09-May-2016 |
Siemens India (SIEM IN) Q2FY16: Margin led surprise, may not be sustainable |
India |
Jonas Bhutta |
|
| 09-May-2016 |
Inox Wind (INXW IN) Q4FY16: Working capital is the key monitorable |
India |
Jonas Bhutta |
|
| 09-May-2016 |
Titan Q4FY16: Worst is over for Jewellery, however valuations full; Maintain Neutral |
India |
Jubil Jain |
|
| 06-May-2016 |
NIIT Tech 4QFY16: Muted results; valuations attractive |
India |
Vibhor Singhal |
|
| 06-May-2016 |
Cognizant Tech 1QFY16: Lackluster results; lowers guidance |
India |
Vibhor Singhal |
|
| 06-May-2016 |
Aarti Industries (ARTO IN) - Capex-led growth continues; BUY with TP of Rs 700 |
India |
Surya Patra |
|
| 06-May-2016 |
Mangalam Cement - Maitain Neutral: |
India |
Vaibhav Agarwal |
|
| 05-May-2016 |
Godrej Consumer Products: Penetrating and premiumising the emerging markets; Maintain Neutral |
India |
Jubil Jain |
|
| 05-May-2016 |
Emami Q4FY16: Margins in short term to be under stress; Downgrade to Neutral |
India |
Jubil Jain |
|
| 03-May-2016 |
Godrej Consumer Q4FY16: Soaps hurt by deflation; Indonesia/Africa growth rebounds; Maintain Neutral |
India |
Jubil Jain |
|
| 03-May-2016 |
Adani Ports 4QFY16: Cargo growth decelerating; new ports to provide support |
India |
Vibhor Singhal |
|
| 03-May-2016 |
Cholamandalam Finance Q4FY16 - Another strong quarter; Asset quality surprise positively |
India |
Pradeep Agrawal |
|
| 03-May-2016 |
Parag Milk Foods: Milking the growth in dairy consumption; Recommend Subscribe |
India |
Jubil Jain |
|
| 03-May-2016 |
HDFC Ltd Q4FY16 - Core performance remains weak |
India |
Manish Agarwalla |
|
| 02-May-2016 |
Atul Ltd (ATLP IN) - In line results; no big surprises for future growth; Maintain NEUTRAL with TP of RS 1650 |
India |
Surya Patra |
|
| 30-Apr-2016 |
ICICI Bank Q4FY16 - (PhillipCapital India) - Stress to continue even after AQR |
India |
Manish Agarwalla |
|
| 30-Apr-2016 |
Shriram Transport Finance Q4FY16 - Apr 2016 - Strong business growth; asset quality deterioration contained |
India |
Pradeep Agrawal |
|
| 28-Apr-2016 |
Ambuja Cements - Downgrade to Neutral (+5%): |
India |
Vaibhav Agarwal |
|
| 28-Apr-2016 |
KPIT Tech 4QFY16: Modest quarter; outlook remains dark |
India |
Vibhor Singhal |
|
| 28-Apr-2016 |
HCL Tech 3QFY16: Muted results; strong deal-wins |
India |
Vibhor Singhal |
|
| 28-Apr-2016 |
Minutes of RBI meeting: Not as optimistic as on the day of policy |
India |
Anjali Verma |
|
| 28-Apr-2016 |
Shriram City Union Finance Q4FY16 - Apr 2016 - Regulatory changes dent earnings; business growth remains healthy |
India |
Pradeep Agrawal |
|
| 28-Apr-2016 |
ACC - Q1 surprises positively, but long way to go - Maintain SELL (-15%) |
India |
Vaibhav Agarwal |
|
| 28-Apr-2016 |
Fed Policy Review: Possible status quo in the medium term |
India |
Anjali Verma |
|
| 28-Apr-2016 |
Biocon (BIOS IN) - In line results; improving visibility for biosimilars; Maintain BUY with TP of Rs 600 |
India |
Surya Patra |
|
| 28-Apr-2016 |
Agro Tech Foods Q4FY16: Sales growth accelerates marginally; Maintain Neutral |
India |
Jubil Jain |
|
| 27-Apr-2016 |
Infrastructure: Raids, blacklists, and bans haunting the sector |
India |
Vibhor Singhal |
|
| 27-Apr-2016 |
Thyrocare Technologies Ltd - IPO note: Strong growth momentum and margin leadership; Recommend ‘Subscribe |
India |
Surya Patra |
|
| 26-Apr-2016 |
Axis Bank Q4FY16 - Stable quarter but high credit cost guidance |
India |
Manish Agarwalla |
|
| 26-Apr-2016 |
ABB India (ABB IN) 1QCY16 - Margin led disappointment, may continue in Q2 as well |
India |
Jonas Bhutta |
|
| 26-Apr-2016 |
Persistent 4QFY16: Buying growth with margins; maintain SELL |
India |
Vibhor Singhal |
|
| 25-Apr-2016 |
UltraTech Cement - Q4 Results beat expectations - Maintain BUY (+13%) |
India |
Vaibhav Agarwal |
|
| 25-Apr-2016 |
M&M Financial Services Q4FY16 - Strong recoveries drive earnings surprise; vindicate our view |
India |
Pradeep Agrawal |
|
| 22-Apr-2016 |
Rural India and Monsoons: Onus on companies to grab the opportunity |
India |
Jubil Jain |
|
| 22-Apr-2016 |
HDFC Bank Q4FY16 - Steady quarter |
India |
Manish Agarwalla |
|
| 22-Apr-2016 |
IndusInd Bank Q4FY16 - Robust operating performance |
India |
Manish Agarwalla |
|
| 21-Apr-2016 |
Engineers India (ENGR IN) - Growing confident of pick up in order inflows |
India |
Jonas Bhutta |
|
| 21-Apr-2016 |
Wipro 4QFY16 Results: Disappoints yet again; maintain SELL |
India |
Vibhor Singhal |
|
| 21-Apr-2016 |
Trident Visit Note: Future ready |
India |
Vikram Suryavanshi |
|
| 20-Apr-2016 |
LIC Housing Finance Q4FY16 - Managing growth in a competitive environment |
India |
Pradeep Agrawal |
|
| 20-Apr-2016 |
Ground View Magazine: 1st – 30th April 2016 Issue: METROS - SHAPING THE NEW INDIA |
India |
Vibhor Singhal |
|
| 18-Apr-2016 |
Lower inflation led by food; fuel and core inflation inched up |
India |
Anjali Verma |
|
| 18-Apr-2016 |
DCB Bank Q4FY16 - Strong operating performance; asset quality improvesy |
India |
Manish Agarwalla |
|
| 18-Apr-2016 |
MindTree 4Q16 Results: Another strong quarter; maintain BUY |
India |
Vibhor Singhal |
|
| 18-Apr-2016 |
TCS 4Q16 Results: Muted set of results; Margins under pressure |
India |
Vibhor Singhal |
|
| 15-Apr-2016 |
Infosys 4QFY16: Along expectations; strong guidance |
India |
Vibhor Singhal |
|
| 13-Apr-2016 |
Bajaj Corp Q4FY16 Update: Operating performance to improve with normal monsoon; Maintain Buy |
India |
Jubil Jain |
|
| 13-Apr-2016 |
Inflation below, IIP above – expectations |
India |
Anjali Verma |
|
| 13-Apr-2016 |
IMD predicts above normal monsoon; we see possible spatial distribution concerns ( |
India |
Anjali Verma |
|
| 11-Apr-2016 |
IPCA IN - “Global fund” hitch to delay anticipated re-rating: Reiterate BUY with a lowered TP of Rs 635 |
India |
Surya Patra |
|
| 08-Apr-2016 |
PGCIL FY16 ordering trends |
India |
Jonas Bhutta |
|
| 08-Apr-2016 |
Key Takeaways from call with Mr. Rakesh Singh (President-Marketing @ India Cements) |
India |
Vaibhav Agarwal |
|
| 06-Apr-2016 |
IT Services Q4FY16 Preview: Modest recovery from the low base |
India |
Vibhor Singhal |
|
| 06-Apr-2016 |
Rate cut by 25bps; structural liquidity improvement in the medium-term |
India |
Anjali Verma |
|
| 04-Apr-2016 |
HCL Tech: Geometric acquisition highlights THREE key trends |
India |
Vibhor Singhal |
|
| 01-Apr-2016 |
CMIE capex data 4QFY16: Stalled projects continue to rise |
India |
Jonas Bhutta |
|
| 01-Apr-2016 |
Takeaways from the Defense Expo 2016 |
India |
Jonas Bhutta |
|
| 31-Mar-2016 |
Equitas Holdings Ltd- Fortune at the bottom of the pyramid |
India |
Manish Agarwalla |
|
| 31-Mar-2016 |
Westlife Development management meet update: Brand extension and network expansion to drive growth; Not Rated |
India |
Jubil Jain |
|
| 29-Mar-2016 |
Specialty Chemicals Initiation - Rerated by lower crude; not yet captured core potential |
India |
Surya Patra |
|
| 29-Mar-2016 |
Titan management meet update: Short term challenging; long term prospects intact; Maintain Neutral |
India |
Jubil Jain |
|
| 28-Mar-2016 |
DPP -2016 -First Cut |
India |
Jonas Bhutta |
|
| 23-Mar-2016 |
Somany Ceramics Ltd - Asset-light strategy is playing out well |
India |
Deepak Agarwal |
|
| 22-Mar-2016 |
Persistent Systems: Growth concerns addressed; valuations still expensive |
India |
Vibhor Singhal |
|
| 21-Mar-2016 |
Q3 CAD high at 1.3% led by lower invisibles |
India |
Anjali Verma |
|
| 21-Mar-2016 |
Event update - Revision of small savings rate |
India |
Manish Agarwalla |
|
| 17-Mar-2016 |
Biocon (BIOS IN) - Pact for Rh-insulin: A non-event: Maintain BUY with TP of Rs 600 |
India |
Surya Patra |
|
| 16-Mar-2016 |
Fed Policy: Fed rate hike outlook dropped to 50bps in 2016 |
India |
Anjali Verma |
|
| 16-Mar-2016 |
Trade deficit further shrinks to US$ 6.5bn |
India |
Anjali Verma |
|
| 14-Mar-2016 |
Mahindra Finance Company Update; At the bottom of the down-cycle; sunny days ahead; Upgrade to BUY |
India |
Pradeep Agrawal |
|
| 14-Mar-2016 |
Inflation: Its falling prices!!! |
India |
Anjali Verma |
|
| 11-Mar-2016 |
Industrail output: Third consecutive month of contraction |
India |
Anjali Verma |
|
| 10-Mar-2016 |
Mindtree Company Update: Minor blip in a structurally strong story |
India |
Vibhor Singhal |
|
| 10-Mar-2016 |
Crompton Greaves: Sells international T&D business… finally! - Neutral (Upgrade) |
India |
Jonas Bhutta |
|
| 04-Mar-2016 |
Siemens India (SIEM IN) -Sale of healthcare business – a positive |
India |
Jonas Bhutta |
|
| 03-Mar-2016 |
Wipro Company Update: Miles to go before ... |
India |
Vibhor Singhal |
|
| 01-Mar-2016 |
Event update - Revision of Capital regulations |
India |
Manish Agarwalla |
|
| 01-Mar-2016 |
Takeaways from conference on adoption of Hybrid Annuity model in the water sector |
India |
Jonas Bhutta |
|
| 01-Mar-2016 |
Tech Mahindra: Expectation reset required; maintain SELL |
India |
Vibhor Singhal |
|
| 01-Mar-2016 |
Union Budget 2016-17: In quest of the wisest pursuit |
India |
India Research Team |
|
| 28-Feb-2016 |
UltraTech Cement (UTCEM IN) acquires Jaypee - Maintain BUY (+33%) |
India |
Vaibhav Agarwal |
|
| 26-Feb-2016 |
ITD Cementation 4QCY15: Strong execution but margins continue to disappoint |
India |
Vibhor Singhal |
|
| 25-Feb-2016 |
FY17 railway budget – Nothing to write home about |
India |
Jonas Bhutta |
|
| 24-Feb-2016 |
Indian Cement Sector - Q3FY16 performance monitor & road forward |
India |
Vaibhav Agarwal |
|
| 24-Feb-2016 |
Government Spending - Detailed look at government spending, so far |
India |
Anjali Verma |
|
| 22-Feb-2016 |
Takeaways from Elecrama 2016: Power Equipments |
India |
Vikram Suryavanshi |
|
| 19-Feb-2016 |
PEBS Initiating Coverage: Building strong structural growth; BUY |
India |
Vikram Suryavanshi |
|
| 18-Feb-2016 |
GVK Power 3QFY16 Results: Lackluster performance; maintain SELL |
India |
Vibhor Singhal |
|
| 18-Feb-2016 |
GMR Infra 3QFY16 Results: Improving operational performance, deleveraging awaited |
India |
Vibhor Singhal |
|
| 18-Feb-2016 |
VA Tech Wabag (VATW IN) - Takeaways from meeting with BMC |
India |
Jonas Bhutta |
|
| 18-Feb-2016 |
MBL Infra 3QFY16 Results: Strong execution, order book remains weak |
India |
Vibhor Singhal |
|
| 18-Feb-2016 |
KNR Construction 3QFY16 Results: Along expected lines; outlook remains strong |
India |
Vibhor Singhal |
|
| 17-Feb-2016 |
2016 Macro Budget Preview: Hope for focus on growth over fiscal consolidation |
India |
Anjali Verma |
|
| 17-Feb-2016 |
Sun Pharma: +ve surprise: gGleevec launch at < expected discount; Maintain BUY with TP of Rs 950 |
India |
Surya Patra |
|
| 16-Feb-2016 |
Takeaways from Elecrama 2016 |
India |
Jonas Bhutta |
|
| 16-Feb-2016 |
Trade deficit shrinks to US$ 7.6bn |
India |
Anjali Verma |
|
| 15-Feb-2016 |
Lower inflation led by food and fuel; core inflation inched up |
India |
Anjali Verma |
|
| 15-Feb-2016 |
Allcargo Logistics 3QFY16: Consolidating in difficult times; Maintain BUY |
India |
Vikram Suryavanshi |
|
| 15-Feb-2016 |
Indian Bank Q3FY16 - Well capitalised to deal with asset-quality issue – Maintain Buy |
India |
Manish Agarwalla |
|
| 15-Feb-2016 |
Voltas Limited (VOLT IN) Q3FY16- Below estimates led by losses in the EMP segment |
India |
Jonas Bhutta |
|
| 15-Feb-2016 |
Bank of Baroda Q3FY16 - Concerns put to rest – Maintain Buy ( |
India |
Manish Agarwalla |
|
| 15-Feb-2016 |
Oriental Bank of Commerce Q3FY16 - Earnings to remain under pressure – Downgrade to Neutral ( |
India |
Manish Agarwalla |
|
| 12-Feb-2016 |
Pennar Industries Q3FY16 Update: Benefiting from value addition, Maintain BUY |
India |
Vikram Suryavanshi |
|
| 12-Feb-2016 |
Repco Home Finance Q3FY16 - Results in line, asset quality deteriorates marginally – Maintain Buy |
India |
Manish Agarwalla |
|
| 12-Feb-2016 |
Union Bank Q3FY16 - Recognising asset-quality pain– Maintain Buy |
India |
Manish Agarwalla |
|
| 12-Feb-2016 |
Adani Ports & SEZ 3QFY16 - Decent performance; attractive valuations - maintain BUY |
India |
Vibhor Singhal |
|
| 12-Feb-2016 |
South Indian Bank Visit Note: No threat to current standard book; focus back on retail |
India |
Pradeep Agrawal |
|
| 12-Feb-2016 |
JKumar Infra 3QFY16 - Disappointing results due to poor execution - Maintain (BUY) |
India |
Vibhor Singhal |
|
| 12-Feb-2016 |
Inflation stays high, IIP stays in RED |
India |
Anjali Verma |
|
| 12-Feb-2016 |
Coal India Q3FY16- Strong volumes and cost control drive profitability |
India |
Jonas Bhutta |
|
| 12-Feb-2016 |
Engineers India (ENGR IN) Q3FY16-Weak results but no change in our order inflow thesis |
India |
Jonas Bhutta |
|
| 12-Feb-2016 |
BHEL (BHEL IN) Q3FY16- No visible signs of improvement |
India |
Jonas Bhutta |
|
| 12-Feb-2016 |
Sun Pharma -Enters into healthy growth phase -BUY with raised TP of Rs 950 |
India |
Surya Patra |
|
| 12-Feb-2016 |
Alstom T&D (ATD IN) Q3FY16- Earnings dented by lower margins |
India |
Jonas Bhutta |
|
| 12-Feb-2016 |
Infrastructure: BOT Toll Monitor – Momentum back on track in Q3 |
India |
Vibhor Singhal |
|
| 12-Feb-2016 |
State Bank of India Q3FY16 - Cleanup pain to continue – Maintain Buy |
India |
Manish Agarwalla |
|
| 11-Feb-2016 |
NCC 3QFY16 Results: Consistently beating consensus; maintain BUY |
India |
Vibhor Singhal |
|
| 11-Feb-2016 |
HeidelbergCement India - Maintain BUY (+32%) |
India |
Vaibhav Agarwal |
|
| 11-Feb-2016 |
India Cements - Maintain BUY (+60%) |
India |
Vaibhav Agarwal |
|
| 11-Feb-2016 |
ACC - Sell (-16%) - Downgrade |
India |
Vaibhav Agarwal |
|
| 11-Feb-2016 |
Ambuja Cement - MaintainBUY (+17%): |
India |
Vaibhav Agarwal |
|
| 10-Feb-2016 |
Aurobindo Pharma - Well set for healthy growth; Retain BUY with raised TP of Rs 1000 |
India |
Surya Patra |
|
| 10-Feb-2016 |
CIPLA IN - Swallowed bitter pills for better health; Retain BUY with revised TP of Rs 615 |
India |
Surya Patra |
|
| 10-Feb-2016 |
JK Cement (+72%) - Maintain BUY |
India |
Vaibhav Agarwal |
|
| 10-Feb-2016 |
PNC Infra 3QFY16: Strong execution continues; maintain BUY |
India |
Vibhor Singhal |
|
| 09-Feb-2016 |
KDDL Q3FY16 update: Tough time in the short term ; Maintain BUY |
India |
Vikram Suryavanshi |
|
| 09-Feb-2016 |
Welspun India - Visit Note: Scorching growth pace |
India |
Vikram Suryavanshi |
|
| 09-Feb-2016 |
PNB Bank Q3FY16 - RBI’s asset quality review leads to sharp deterioration in asset quality – Maintain Neutral |
India |
Manish Agarwalla |
|
| 09-Feb-2016 |
DRRD IN - Buy core R&D asset at lucrative valuations; Upgrade to BUY with TP of Rs 3840 |
India |
Surya Patra |
|
| 09-Feb-2016 |
KEI Industries Ltd - Initiating Coverage - Wired for exponential growth - BUY |
India |
Deepak Agarwal |
|
| 09-Feb-2016 |
Cognizant 4QCY15: Clear indication of expectation reset required |
India |
Vibhor Singhal |
|
| 09-Feb-2016 |
IPCA - Negatives priced in, improvements ahead; Upgrade to BUY with TP of Rs 785 |
India |
Surya Patra |
|
| 08-Feb-2016 |
Inox Wind (INXW IN) Q3FY16-Sales slippages lead to earning disappointment |
India |
Jonas Bhutta |
|
| 08-Feb-2016 |
VA Tech Wabag (VATW IN) - Moderating expectations for FY17 order inflows |
India |
Jonas Bhutta |
|
| 08-Feb-2016 |
Q3FY16 GDP: India GDP data continues to shine and partially defy reality – at 7.3% |
India |
Anjali Verma |
|
| 07-Feb-2016 |
Divi’s Laboratories (DIVI IN) - New capex to fill for delay in Kakinada SEZ Project; Maintain NEUTRAL with TP of Rs 1140 |
India |
Surya Patra |
|
| 05-Feb-2016 |
Mangalam Cement - Upgrade to Neutral (+5%) |
India |
Vaibhav Agarwal |
|
| 05-Feb-2016 |
JK Lakshmi Cement - Upgrade to Neutral (+3%) |
India |
Vaibhav Agarwal |
|
| 05-Feb-2016 |
KEC International (KECI IN) Q3FY16- Strong margins drive earnings outperformance |
India |
Jonas Bhutta |
|
| 05-Feb-2016 |
Cadila Healthcare (CDH IN) - Concerns of WL on US sales recede; Upgrade to BUY with riased TP of Rs 380 |
India |
Surya Patra |
|
| 05-Feb-2016 |
Lupin (LPC IN) - Visible operational improvements priced in; Upgrade to NEUTRAL with TP of Rs 1880: |
India |
Surya Patra |
|
| 05-Feb-2016 |
DBEL IN - Performance Delivered - Maintain BUY - +54%: |
India |
Vaibhav Agarwal |
|
| 05-Feb-2016 |
IT Services - NASSCOM lowers guidance – Just like we had said! |
India |
Vibhor Singhal |
|
| 05-Feb-2016 |
GSPL Q3FY16 result update: Other income drives PAT, tariff triggers nearing |
India |
Jonas Bhutta |
|
| 05-Feb-2016 |
ABB India (ABB IN) Q4CY15- Margins lead outperformance; valuations still rich |
India |
Jonas Bhutta |
|
| 03-Feb-2016 |
Shree Cement - In-line Results - Maintain NEUTRAL (+8%): |
India |
Vaibhav Agarwal |
|
| 03-Feb-2016 |
Cummins India (KKC IN) Q3FY16 - Domestic performance shadowed by exports weakness |
India |
Jonas Bhutta |
|
| 03-Feb-2016 |
Featuring:
• Cover Story: 7th Pay Commission Boost or Burden?
• Interview: Rupinder Singh Sodhi - MD of Gujarat Cooperative Milk Marketing Federation
• Five plausible surprises that could make or break 2016 |
India |
Anjali Verma |
|
| 03-Feb-2016 |
Crompton Greaves (CRG IN) Q3FY16- Disappointment continues; No end in sight |
India |
Jonas Bhutta |
|
| 02-Feb-2016 |
VRL Logistics Ltd (VRLL IN) 3QFY16:Revenue impacted by general slowdown; maintain BUY |
India |
Deepak Agarwal |
|
| 02-Feb-2016 |
Status quo today. We maintain that RBI is done with rate cuts |
India |
Anjali Verma |
|
| 01-Feb-2016 |
Thermax (TMX IN) Q3FY16- Visibility on growth remains a challenge |
India |
Jonas Bhutta |
|
| 01-Feb-2016 |
TechM 3QFY16: Below expectations; maintain SELL |
India |
Vibhor Singhal |
|
| 01-Feb-2016 |
Praj Industries Q3FY16 update: All-round performance; Maintian BUY |
India |
Vikram Suryavanshi |
|
| 01-Feb-2016 |
Cholamandalam Finance Q3FY16 - Strong performance; growth accelerates |
India |
Pradeep Agrawal |
|
| 01-Feb-2016 |
Shriram Transport Finance Q3FY16 - Growth picks up; Asset quality stress remains |
India |
Pradeep Agrawal |
|
| 01-Feb-2016 |
Larsen & Toubro (LT IN) Q3FY16- Yet another quarter of margin disappointment |
India |
Jonas Bhutta |
|
| 29-Jan-2016 |
Siemens India (SIEM IN) Q1FY16- Revenue visibility still a concern despite strong orders |
India |
Jonas Bhutta |
|
| 29-Jan-2016 |
Shriram City Union Finance Q3FY16 - Result beat estimates; lower cost drives NIM |
India |
Pradeep Agrawal |
|
| 29-Jan-2016 |
Fiscal deficit contained at 88%; capital spending stays strong |
India |
Anjali Verma |
|
| 29-Jan-2016 |
IRB Infra 3QFY16: Strong set of numbers; maintain BUY |
India |
Vibhor Singhal |
|
| 29-Jan-2016 |
Glenmark Pharma (GNP IN) - Disappointing results, but priced in; Upgrade to BUY with TP of Rs 930: |
India |
Surya Patra |
|
| 29-Jan-2016 |
Emami Q3FY16: Kesh King growth on track; Maintain Buy |
India |
Jubil Jain |
|
| 28-Jan-2016 |
ICICI Bank Q3FY16 - Extraordinary gains utilised to clean up balance sheet; more to follow – Maintain Neutral |
India |
Manish Agarwalla |
|
| 28-Jan-2016 |
Titan Q3FY16: Jewellery demand recovers; Watches growth a concern |
India |
Jubil Jain |
|
| 28-Jan-2016 |
SUNP IN: gGleevec opportunity becomes more stronger; Raise TP to Rs 900: |
India |
Surya Patra |
|
| 28-Jan-2016 |
GCPL Q3FY16: Indonesia/Soaps disappoint, margins surprise positively; Maintain Neutral |
India |
Jubil Jain |
|
| 27-Jan-2016 |
HDFC Ltd Q3FY16 - Low Other Income drags PAT – Upgrade to Buy |
India |
Manish Agarwalla |
|
| 27-Jan-2016 |
Concor: Short term pain continues - Quarterly Update: Maintian BUY |
India |
Vikram Suryavanshi |
|
| 27-Jan-2016 |
Indian Cement - Sector take - UTCEM, ACEM, DBEL, JKCE - Reiterate BUY |
India |
Vibhor Singhal |
|
| 27-Jan-2016 |
Persistent Systems 3QFY16: Acquisition led growth; long-term challenges remain |
India |
Vibhor Singhal |
|
| 27-Jan-2016 |
KPIT Tech 3QFY16: Growth continues to elude; margins improve |
India |
Vibhor Singhal |
|
| 25-Jan-2016 |
HCL Tech 2QFY16 Results: Marginally ahead of expectations; maintain NEUTRAL |
India |
Vibhor Singhal |
|
| 25-Jan-2016 |
HDFC Bank Q3FY16 - In line; strong loan growth and stable NIM – Maintain Buy |
India |
Manish Agarwalla |
|
| 25-Jan-2016 |
Ashoka Buildcon: Robust toll growth; WC of EPC business a concern |
India |
Vibhor Singhal |
|
| 25-Jan-2016 |
Agro Tech Foods Q3FY16 Update: Foods growth improves; near-term execution key; Upgrade to Neutral |
India |
Jubil Jain |
|
| 23-Jan-2016 |
Biocon (BIOS IN): Energized by progress in biosimilars; Maintain BUY with TP of Rs 600 |
India |
Surya Patra |
|
| 21-Jan-2016 |
M&M Financial Services Q3FY16 - Asset-quality worsens; higher provisioning dents earnings |
India |
Pradeep Agrawal |
|
| 21-Jan-2016 |
Engineers India (ENGR IN)- Environment clearance increases order visibility |
India |
Jonas Bhutta |
|
| 21-Jan-2016 |
Axis Bank Q3FY16 - Asset quality deteriorates – Maintain Buy |
India |
Manish Agarwalla |
|
| 20-Jan-2016 |
Water and rail transport : Sector Update |
India |
Vikram Suryavanshi |
|
| 20-Jan-2016 |
UltraTech Cement - Maintain BUY (+30%; top large cap cement pick) |
India |
Vaibhav Agarwal |
|
| 19-Jan-2016 |
LIC Housing Finance Q3FY16 - NIM improvement drives operating performance – Maintain Buy |
India |
Manish Agarwalla |
|
| 19-Jan-2016 |
Mindtree 3QFY16 Result Update: Strong quarter, another acquisition in the right domain (BUY) |
India |
Vibhor Singhal |
|
| 18-Jan-2016 |
NIIT Technologies 3QFY16 Result Update: Tepid growth, strong operating performance (BUY) |
India |
Vibhor Singhal |
|
| 18-Jan-2016 |
Wipro 3QFY16 Result Update: In line results; but long way to go |
India |
Vibhor Singhal |
|
| 18-Jan-2016 |
Engineers India (ENGR IN) - Early beneficiary of an impending OMC refining up-cycle |
India |
Jonas Bhutta |
|
| 18-Jan-2016 |
Cummins India (KKC IN) - Takeaways from plant visit |
India |
Jonas Bhutta |
|
| 15-Jan-2016 |
Dalmia Bharat - Company Update - Manitain BUY (+43%) |
India |
Vaibhav Agarwal |
|
| 14-Jan-2016 |
Infosys 3QFY16 Results: Excellent results; outperformance to continue |
India |
Vibhor Singhal |
|
| 14-Jan-2016 |
Financials Daily Ideas: 14 Jan 2016 - DCB Bank |
India |
Pradeep Agrawal |
|
| 13-Jan-2016 |
Financials Daily Ideas: 13 Jan 2016 - IndusInd Bank, DCB Bank, Federal Bank, Economy |
India |
Pradeep Agrawal |
|
| 13-Jan-2016 |
DCB Bank Q3FY16 - Strong operating performance; asset quality stays stable – Upgrade to Neutral |
India |
Manish Agarwalla |
|
| 12-Jan-2016 |
Financials Daily Ideas: 12 Jan 2016 - Banking |
India |
Pradeep Agrawal |
|
| 12-Jan-2016 |
Inflation stays high, IIP now in RED; slash FY16/17 GVA to 6.8%/7.5% |
India |
Anjali Verma |
|
| 12-Jan-2016 |
TCS 3QFY16 Results - Disappoints yet again |
India |
Vibhor Singhal |
|
| 12-Jan-2016 |
IndusInd Bank Q3FY16 - Robust operating performance – Maintain Buy |
India |
Manish Agarwalla |
|
| 12-Jan-2016 |
Infrastructure - A tale of two states |
India |
Vibhor Singhal |
|
| 11-Jan-2016 |
Financials Daily Ideas: 11 Jan 2016 - Banking |
India |
Pradeep Agrawal |
|
| 11-Jan-2016 |
Sintex Industries 3QFY16 Update : Time to reap benefits, major capex done (BUY) |
India |
Vikram Suryavanshi |
|
| 08-Jan-2016 |
Financials Daily Ideas: 08 Jan 2016 - Repco Home Finance, Axis Bank |
India |
Pradeep Agrawal |
|
| 08-Jan-2016 |
Bajaj Corp Q3FY16 Update: Rural slowdown hits growth, Maintain buy |
India |
Jubil Jain |
|
| 08-Jan-2016 |
Q3FY16 Results Preview - Weak when you disregard raw material price gains |
India |
India Research Team |
|
| 07-Jan-2016 |
Financials Daily Ideas: 07 Jan 2016 - Banking, Economy |
India |
Pradeep Agrawal |
|
| 07-Jan-2016 |
Repco Home Finance Ltd - Initiation - Play on the structural growth in underserved mortgage - Jan 2016 |
India |
Manish Agarwalla |
|
| 06-Jan-2016 |
Financials Daily Ideas: 06 Jan 2016 - Banking |
India |
Pradeep Agrawal |
|
| 06-Jan-2016 |
IT Services - 3QFY16 Preview - Headwinds galore |
India |
Vibhor Singhal |
|
| 04-Jan-2016 |
Financials Daily Ideas: 04 Jan 2015 - IndusInd Bank, IDBI Bank |
India |
Pradeep Agrawal |
|
| 04-Jan-2016 |
KAIZEN: Idea#3: KDDL (BUY CMP Rs 343, TP Rs 480) |
India |
Vikram Suryavanshi |
|
| 04-Jan-2016 |
CMIE capex data 3QFY16: New projects decline while stalled projects increase |
India |
Jonas Bhutta |
|
| 01-Jan-2016 |
Cadila Healthcare - Warning Letter darkens US growth visibility; Cut TP to Rs 355 |
India |
Surya Patra |
|
| 30-Dec-2015 |
Financials Daily Ideas: 30 Dec 2015 - HDFC Ltd, HDFC Bank, Care Ratings |
India |
Pradeep Agrawal |
|
| 29-Dec-2015 |
Financials Daily Ideas: 29 Dec 2015 - IDBI Bank |
India |
Pradeep Agrawal |
|
| 29-Dec-2015 |
Titan Company Update: Trying to find its glint; Maintain Neutral |
India |
Jubil Jain |
|
| 28-Dec-2015 |
Financials Daily Ideas: 28 Dec 2015 - Banking, Mahindra Finance |
India |
Pradeep Agrawal |
|
| 23-Dec-2015 |
Financials Daily Ideas: 23 Dec 2015 - MAGMA Fincorp |
India |
Pradeep Agrawal |
|
| 23-Dec-2015 |
Q2 CAD up at 1.6%; we lower FY16 CAD estimate to 0.8% |
India |
Anjali Verma |
|
| 22-Dec-2015 |
Ground View Magazine: Annual Edition 2016 - (A PhillipCapital Thematic Publication) |
India |
India Research Team |
|
| 22-Dec-2015 |
IT Services Sector: First law of thermodynamics – QED! |
India |
Vibhor Singhal |
|
| 21-Dec-2015 |
Financials Daily Ideas: 21 Dec 2015 - Banking, Economy |
India |
Pradeep Agrawal |
|
| 21-Dec-2015 |
Delhi Diaries - Competition in water continues; FY17 good for HVDC |
India |
Jonas Bhutta |
|
| 20-Dec-2015 |
Sun Pharma - Warning Letter: A sentimental negative; Buy on Dips |
India |
Surya Patra |
|
| 18-Dec-2015 |
Financials Daily Ideas: 18 Dec 2015 - RBI guidelines - The marginal cost of fund-based lending rate |
India |
Pradeep Agrawal |
|
| 18-Dec-2015 |
Mid-year Economic Review: Finance Ministry gives out a weak FY17 outlook |
India |
Anjali Verma |
|
| 18-Dec-2015 |
Marginal cost of fund based lending rate - Minimal impact on margin |
India |
Manish Agarwalla |
|
| 17-Dec-2015 |
Financials Daily Ideas: 17 Dec 2015 - Banking |
India |
Pradeep Agrawal |
|
| 15-Dec-2015 |
Financials Daily Ideas: 15 Dec 2015 - Banks, Reliance Home Finance, Economy |
India |
Pradeep Agrawal |
|
| 14-Dec-2015 |
Financials Daily Ideas: 14 Dec 2015 - Federal Bank, Industrial Output |
India |
Pradeep Agrawal |
|
| 14-Dec-2015 |
Prices rise in general, core inflation remains contained |
India |
Anjali Verma |
|
| 11-Dec-2015 |
PhillipCapital India Financials Daily Ideas: 11 Dec 2015 - Banking |
India |
Pradeep Agrawal |
|
| 11-Dec-2015 |
IIP growth at 10% led by favourable base and festive impact |
India |
Anjali Verma |
|
| 10-Dec-2015 |
PhillipCapital India Financials Daily Ideas: 10 Dec 2015 - Banking, State Bank of India |
India |
Pradeep Agrawal |
|
| 10-Dec-2015 |
Emami management meet update: Long term potential intact amidst seasonal irregularities; Maintain Buy |
India |
Jubil Jain |
|
| 09-Dec-2015 |
PhillipCapital India Financials Daily Ideas: 09 Dec 2015 |
India |
Pradeep Agrawal |
|
| 07-Dec-2015 |
PhillipCapital India Financials Daily Ideas: 07 Dec 2015 |
India |
Pradeep Agrawal |
|
| 07-Dec-2015 |
Specialty Chemical Investors’ Day - Key takeaways: Entering enhanced value-growth phase |
India |
Surya Patra |
|
| 04-Dec-2015 |
PhillipCapital India Financials Daily Ideas: 04 Dec 2015 |
India |
Pradeep Agrawal |
|
| 04-Dec-2015 |
Sun Pharma - Upgrade to Buy with TP of Rs 865 |
India |
Surya Patra |
|
| 03-Dec-2015 |
PhillipCapital India Financials Daily Ideas: 03 Dec 2015 |
India |
Pradeep Agrawal |
|
| 02-Dec-2015 |
PhillipCapital India Financials Daily Ideas: 02 Dec 2015 |
India |
Pradeep Agrawal |
|
| 02-Dec-2015 |
Takeaways from meeting with RRECL |
India |
Jonas Bhutta |
|
| 01-Dec-2015 |
PhillipCapital India Financials Daily Ideas: 01 Dec 2015 |
India |
Pradeep Agrawal |
|
| 01-Dec-2015 |
Status quo today. We say RBI is done with rate cuts |
India |
Anjali Verma |
|
| 30-Nov-2015 |
Q2 GVA in line. Fiscal position healthy. Core sector weak |
India |
Anjali Verma |
|
| 30-Nov-2015 |
Siemens India (SIEM IN) Q4FY15 - Outlook remains weak |
India |
Jonas Bhutta |
|
| 30-Nov-2015 |
Crompton Greaves (CRG IN) - Weak outlook on the residual business; downgrade to Sell |
India |
Jonas Bhutta |
|
| 30-Nov-2015 |
Punjab National Bank Analyst meet update - In the midst of a transformation – Neutral |
India |
Manish Agarwalla |
|
| 26-Nov-2015 |
Dr Reddy’s Labs. - Data integrity is the key negative surprise, Cut TP to Rs 3250 |
India |
Surya Patra |
|
| 18-Nov-2015 |
Cummins India (KKC IN) - Takeaways from management meeting |
India |
Jonas Bhutta |
|
| 17-Nov-2015 |
Bank of India Analyst meet update - Provision backlog to weigh on profitability |
India |
Manish Agarwalla |
|
| 17-Nov-2015 |
GVK Power 2QFY16 - No respite, yet! |
India |
Vibhor Singhal |
|
| 17-Nov-2015 |
GMR Infra 2QFY16 - Few steps forward – but miles to go |
India |
Vibhor Singhal |
|
| 17-Nov-2015 |
MBL Infra 2QFY16 - Along expected lines |
India |
Vibhor Singhal |
|
| 16-Nov-2015 |
KNR Construction: Stellar results, even after adjusting for exceptionals |
India |
Vibhor Singhal |
|
| 16-Nov-2015 |
GSK Consumer Q2FY16 update: Sluggish volume growth concerning; Maintain Neutral |
India |
Jubil Jain |
|
| 16-Nov-2015 |
Britannia Q2FY16 Update: Strong performance continues; Maintain Buy |
India |
Jubil Jain |
|
| 16-Nov-2015 |
Mangalam Cement - Downgrade to Sell (-15%) |
India |
Vaibhav Agarwal |
|
| 16-Nov-2015 |
WPI inflation - In line with expectation |
India |
Anjali Verma |
|
| 16-Nov-2015 |
Infrastructure - BOT Toll Monitor |
India |
Vibhor Singhal |
|
| 16-Nov-2015 |
Shree Cement - In-line Results - Maintain NEUTRAL |
India |
Vaibhav Agarwal |
|
| 13-Nov-2015 |
Higher inflation and sluggish industrial output |
India |
Anjali Verma |
|
| 10-Nov-2015 |
Corporation Bank Q2FY16 - Lower provisions boost profits – Maintain Buy |
India |
Manish Agarwalla |
|
| 10-Nov-2015 |
JKumar Infra 2QFY16: Along expected lines |
India |
Vibhor Singhal |
|
| 10-Nov-2015 |
NCC 2QFY16: Strong results, bright outlook |
India |
Vibhor Singhal |
|
| 10-Nov-2015 |
Pennar Industries Q2FY16: Focus on value addition; Maintiain BUY |
India |
Vikram Suryavanshi |
|
| 10-Nov-2015 |
Discom reform - Allaying credit risk in power sector |
India |
Manish Agarwalla |
|
| 10-Nov-2015 |
ITD Cementation 3QCY15: Strong numbers |
India |
Vibhor Singhal |
|
| 09-Nov-2015 |
Dr Reddy’s Lab - Downgrade to NEUTRAL; Cut TP to Rs 3500 |
India |
Surya Patra |
|
| 09-Nov-2015 |
VA Tech Wabag (VATW IN) - Domestic execution steady, but working capital stretched |
India |
Jonas Bhutta |
|
| 09-Nov-2015 |
Voltas Limited (VOLT IN)- Weak UCP performance dents margins |
India |
Jonas Bhutta |
|
| 09-Nov-2015 |
Aurobindo Pharma - Foresee value progress in US/EU, Retain BUY |
India |
Surya Patra |
|
| 09-Nov-2015 |
Ashoka Buildcon 2QFY16: Results along expected lines; orderbook strong |
India |
Vibhor Singhal |
|
| 09-Nov-2015 |
PTC India (PTC IN) Q2FY16 - Volumes hit by transmission constraints |
India |
Vibhor Singhal |
|
| 09-Nov-2015 |
Sun Pharma - OAI intensifies regulatory concerns, Cut TP to Rs 755: |
India |
Surya Patra |
|
| 07-Nov-2015 |
Bank of Baroda Q2FY16 - clean up exercise – Maintain Buy |
India |
Manish Agarwalla |
|
| 06-Nov-2015 |
BHEL (BHEL IN) Q2FY16- Margin led earnings disappointment, raises near term concern |
India |
Jonas Bhutta |
|
| 06-Nov-2015 |
Cummins India (KKC IN) Q2FY16 - Weak exports lead the operational miss |
India |
Jonas Bhutta |
|
| 06-Nov-2015 |
Union Bank of India Q2FY16 - Trading gains and lower provisions drive earnings – Maintain Buy |
India |
Manish Agarwalla |
|
| 06-Nov-2015 |
State Bank of India Q2FY16 - Beats expectation; Stress asset addition moderates – Maintain Buy |
India |
Manish Agarwalla |
|
| 06-Nov-2015 |
Dalmia Bharat - Top Mid-cap pick +42% |
India |
Vaibhav Agarwal |
|
| 06-Nov-2015 |
Allcargo Logistics Q2FY16 Update: Strong operational performance; Maintain BUY |
India |
Vikram Suryavanshi |
|
| 06-Nov-2015 |
JK Lakshmi Cement- Sell - TP - Rs305 (-15%) |
India |
Vaibhav Agarwal |
|
| 06-Nov-2015 |
PNC Infratech 2QFY16: Stellar quarter |
India |
Vibhor Singhal |
|
| 05-Nov-2015 |
Cipla (CIPLA IN) - Set to surprise FY16 guidance +vely, Raise TP to Rs 722 |
India |
Surya Patra |
|
| 05-Nov-2015 |
Engineers India (ENGR IN) - Export orders drive margins; execution drives revenue |
India |
Jonas Bhutta |
|
| 04-Nov-2015 |
IPCA Laboratories (IPCA IN) - Triggers delayed, Downgrade to NEUTRAL |
India |
Surya Patra |
|
| 04-Nov-2015 |
HeidelbergCement India Ltd - BUY +22% |
India |
Vaibhav Agarwal |
|
| 04-Nov-2015 |
Canara Bank Q2FY16 - Asset quality concern persists– Maintain Neutral |
India |
Manish Agarwalla |
|
| 04-Nov-2015 |
Indian Bank Q2FY16 - Weak operating performance, asset quality maintained – Maintain Buy |
India |
Manish Agarwalla |
|
| 04-Nov-2015 |
JK Cement - Maintain BUY +23% |
India |
Vaibhav Agarwal |
|
| 03-Nov-2015 |
TechM Q2FY16 Results: Muted growth, along expected lines |
India |
Vibhor Singhal |
|
| 03-Nov-2015 |
ABB India (ABB IN) Q3CY15 - Missed estimates despite decent operational results |
India |
Jonas Bhutta |
|
| 03-Nov-2015 |
Alstom T&D (ATD IN) Q2FY16- Above estimate driven by higher margin |
India |
Jonas Bhutta |
|
| 03-Nov-2015 |
India Cements - Maintain BUY - +79% |
India |
Vaibhav Agarwal |
|
| 03-Nov-2015 |
VRL Logistics Ltd - Lower offtake in GT, prospects still promising,Maintain BUY |
India |
Deepak Agarwal |
|
| 02-Nov-2015 |
Adani Ports Q2FY16: Disappointment led by muted cargo growth |
India |
Vibhor Singhal |
|
| 02-Nov-2015 |
Oriental Bank of Commerce Q2FY16 - Core earnings subdued, but asset quality improves – Maintain Buy |
India |
Manish Agarwalla |
|
| 02-Nov-2015 |
Infrastructure - The ‘fresh’ fruit basket of the EPC sector |
India |
Vibhor Singhal |
|
| 02-Nov-2015 |
Divi’s Laboratories - New facility is key for growth FY17 onwards |
India |
Surya Patra |
|
| 02-Nov-2015 |
Titan Q2FY16 Update: Glitter missing; Maintain Neutral |
India |
Jubil Jain |
|
| 02-Nov-2015 |
Larsen & Toubro Q2FY16 - Weak quarter; all eyes on domestic execution |
India |
Jonas Bhutta |
|
| 30-Oct-2015 |
ICICI Bank Q2FY16 - Performance in-line, asset quality deteriorates marginally – Maintain Neutral |
India |
Manish Agarwalla |
|
| 30-Oct-2015 |
Fiscal deficit at 68%; impressive pace of capital spending |
India |
Anjali Verma |
|
| 30-Oct-2015 |
Praj Industries Q2FY16 Update: Creating base for long term growth: Maintan BUY |
India |
Vikram Suryavanshi |
|
| 30-Oct-2015 |
Glenmark Pharma (GNP IN) - Bets big on US sales progress in H2 |
India |
Surya Patra |
|
| 30-Oct-2015 |
Crompton Greaves Q2FY16- Disappointment continues… |
India |
Jonas Bhutta |
|
| 30-Oct-2015 |
Ambuja Cements Q3CY15 Update - Maintain BUY +20% |
India |
Vaibhav Agarwal |
|
| 30-Oct-2015 |
Emami Q2FY16: Seasonal variation impacts quarter, growth potential intact; Upgrade to Buy |
India |
Jubil Jain |
|
| 29-Oct-2015 |
Dr Reddy’s Laboratories (DRRD IN) - Robust Q2, but cautions on US growth |
India |
Surya Patra |
|
| 29-Oct-2015 |
KEC International Q2FY16- Inline results - higher margins offset weak execution |
India |
Jonas Bhutta |
|
| 29-Oct-2015 |
Shriram Transport Finance Q2FY16 - Pick up in HCV drives performance; sustainability is the key |
India |
Pradeep Agrawal |
|
| 29-Oct-2015 |
Shriram City Union Finance Q2FY16 - Results inline; rising employee costs is a concern |
India |
Pradeep Agrawal |
|
| 28-Oct-2015 |
Thermax - Weak 2Q results; outlook remains uninspiring |
India |
Jonas Bhutta |
|
| 27-Oct-2015 |
Lupin (LPC IN) - A Conviction SELL: |
India |
Surya Patra |
|
| 27-Oct-2015 |
Axis Bank. Q2FY16 - High slippage but credit cost stable – Maintain Buy |
India |
Manish Agarwalla |
|
| 27-Oct-2015 |
Meeting Delhi Ministries - Key takeaways |
India |
Anjali Verma |
|
| 26-Oct-2015 |
HDFC Ltd. Q2FY16 - Loan growth slowdown led to weak NII growth – Maintain Neutral |
India |
Manish Agarwalla |
|
| 26-Oct-2015 |
Inox Wind Q2FY16-Execution-led earnings surprise; outlook intact |
India |
Jonas Bhutta |
|
| 26-Oct-2015 |
Cholamandalam Finance Q2FY16 - Strong performance; growth picks up pace |
India |
Pradeep Agrawal |
|
| 23-Oct-2015 |
Cadila Healthcare - Strong Q2 but concerns surrounding US sales intact |
India |
Surya Patra |
|
| 22-Oct-2015 |
Biocon: Retain BUY; Better visibility on biosimilars is the key: |
India |
Surya Patra |
|
| 21-Oct-2015 |
Wipro Q2FY16 Results: Muted performance continue |
India |
Vibhor Singhal |
|
| 21-Oct-2015 |
HDFC Bank Q2FY16 - Strong performance; stable asset quality – Maintain Buy |
India |
Manish Agarwalla |
|
| 21-Oct-2015 |
M&M Financial Services Q2FY16 - Operating environment still tough; one-offs hit earnings |
India |
Pradeep Agrawal |
|
| 21-Oct-2015 |
IRB Infra Q2FY16: Along expected lines, maintain BUY |
India |
Vibhor Singhal |
|
| 21-Oct-2015 |
MT Educare management meet update: Revolutionizing coaching through digital technology |
India |
Jubil Jain |
|
| 21-Oct-2015 |
ACC Q3CY15 Results Update - Maintain Neutral (+7%) |
India |
Vaibhav Agarwal |
|
| 21-Oct-2015 |
Concor 2QFY16 Update: On the path to recovery ; BUY |
India |
Vikram Suryavanshi |
|
| 20-Oct-2015 |
SKS Microfinance Q2FY16 - Mining existing customers |
India |
Manish Agarwalla |
|
| 20-Oct-2015 |
State Discoms - Losses continue, capex decline |
India |
Jonas Bhutta |
|
| 19-Oct-2015 |
Agro Tech Foods Q2FY16 Update: Inflection point is still far; Maintain Sell |
India |
Jubil Jain |
|
| 19-Oct-2015 |
UltraTech Cement - Q2FY16 Update: Maintain BUY (+22%) |
India |
Vibhor Singhal |
|
| 19-Oct-2015 |
HCL Tech 1QFY16: Muted quarter, as guided |
India |
Vibhor Singhal |
|
| 16-Oct-2015 |
Ground View Magazine: 1st – 31st Oct 2015 Issue: “What’s making Indian specialty chemicals so special?”: |
India |
Surya Patra |
|
| 16-Oct-2015 |
LIC Housing Finance Q2FY16 - Strong performance – Maintain Buy |
India |
Manish Agarwalla |
|
| 16-Oct-2015 |
NIIT Technologies Q2FY16 - Strong operating performance |
India |
Vibhor Singhal |
|
| 15-Oct-2015 |
Sintex Industries 2QFY16 Update: On track; Maintan BUY |
India |
Vikram Suryavanshi |
|
| 14-Oct-2015 |
DCB Bank Q2FY16 - Gearing up for competition – Downgrade to SELL |
India |
Manish Agarwalla |
|
| 14-Oct-2015 |
WPI - Disinflation continuing... |
India |
Anjali Verma |
|
| 13-Oct-2015 |
TCS Q2FY16 - Inline, but marginal topline miss – maintain BUY |
India |
Vibhor Singhal |
|
| 12-Oct-2015 |
Strong IIP led by lumpy segments; inflation in line |
India |
Anjali Verma |
|
| 12-Oct-2015 |
Bajaj Corp Q2FY16: Long-term growth story intact; Maintain Buy |
India |
Jubil Jain |
|
| 12-Oct-2015 |
Infosys Q2FY16 Results: Mixed results — strong quarter, but lower guidance |
India |
Vibhor Singhal |
|
| 12-Oct-2015 |
VRL Logistics Ltd:Initiating Coverage - Hitting the growth highway - BUY |
India |
Deepak Agarwal |
|
| 12-Oct-2015 |
IndusInd Bank Q2FY16 Result: Steady Performer |
India |
Manish Agarwalla |
|
| 09-Oct-2015 |
Aurobindo Pharma - Upgrade earnings: |
India |
Surya Patra |
|
| 06-Oct-2015 |
India Strategy: Q2FY16 Results Preview - Yearnings for earnings |
India |
India Research Team |
|
| 06-Oct-2015 |
M&M Financial Services Visit Note: - Not out of the woods |
India |
Pradeep Agrawal |
|
| 05-Oct-2015 |
IT Services Q2FY16 Preview - Seasonally strong quarter marred by cross currency impact |
India |
Vibhor Singhal |
|
| 05-Oct-2015 |
CMIE capex data 2QFY16: Strong project announcements however, execution remains weak |
India |
Jonas Bhutta |
|
| 30-Sep-2015 |
Kaizen India Conference - Key takeaways |
India |
India Research Team |
|
| 29-Sep-2015 |
Growth is the worry – global and domestic; thus, 50bps |
India |
Anjali Verma |
|
| 28-Sep-2015 |
Accenture Result Update - Strong results, steady commentary |
India |
Vibhor Singhal |
|
| 28-Sep-2015 |
Dr Reddy’s Laboratories (DRRD IN) - Nexium approval reinvigorates US generic sales |
India |
Surya Patra |
|
| 18-Sep-2015 |
IT Services - Currency to provide respite to earnings |
India |
Vibhor Singhal |
|
| 18-Sep-2015 |
SKS Micro Finance - uncertain future - Sep 2015 |
India |
Manish Agarwalla |
|
| 11-Sep-2015 |
IIP growth at 4.2% boosted by favourable base |
India |
Anjali Verma |
|
| 11-Sep-2015 |
Q1 CAD sequentially widened to 1.2% of GDP |
India |
Anjali Verma |
|
| 10-Sep-2015 |
Ashapura Intimates Fashion: Growing big on inner feel; Management meet update |
India |
Vikram Suryavanshi |
|
| 07-Sep-2015 |
Cipla Ltd (CIPLA IN) - Acquires US business: A quick fix for lagging in the US |
India |
Surya Patra |
|
| 04-Sep-2015 |
Allcargo Logistics :Visit Update - A play on growing containerisation; Maintain BUY |
India |
Vikram Suryavanshi |
|
| 04-Sep-2015 |
Currency, Economy, and India - Fundamentally stronger than others |
India |
Anjali Verma |
|
| 02-Sep-2015 |
Pharma Sector Update - Set for rerating led by specialty generics: |
India |
Surya Patra |
|
| 01-Sep-2015 |
BFSI Sector - Darkest before the dawn - Sep 2015 |
India |
Manish Agarwalla |
|
| 31-Aug-2015 |
We cut FY16 GDP estimate by 30bps to 7.5%; FY16 by 50bps to 8% |
India |
Anjali Verma |
|
| 31-Aug-2015 |
Prabhat Dairy IPO Note: Management sound but valuations expensive; Recommend Avoid |
India |
Jubil Jain |
|
| 20-Aug-2015 |
Infrastructure - Some stocks rise early, others rise higher! |
India |
Vibhor Singhal |
|
| 20-Aug-2015 |
PEBS IPO Note: Subscribe: Growth stroy, good opportunities |
India |
Vikram Suryavanshi |
|
| 18-Aug-2015 |
KNR Construction - Misses topline, order book strong – maintain BUY |
India |
Vibhor Singhal |
|
| 18-Aug-2015 |
GMR Infra 1QFY16 - Nothing much to cheer about; maintain NEUTRAL |
India |
Vibhor Singhal |
|
| 18-Aug-2015 |
GVK Power 1QFY16 - Nothing much to cheer about; maintain SELL |
India |
Vibhor Singhal |
|
| 17-Aug-2015 |
Infrastructure BOT Toll Monitor |
India |
Vibhor Singhal |
|
| 14-Aug-2015 |
Aurobindo Pharma - Steady growth ahead |
India |
Surya Patra |
|
| 14-Aug-2015 |
Inflation contracts across segments |
India |
Anjali Verma |
|
| 13-Aug-2015 |
Consumer Daily Ideas - 13 August 2015; Key highlights of Titan analyst meet |
India |
Jubil Jain |
|
| 13-Aug-2015 |
Pennar Industries: Hit by fall in steel price, Maintain BUY |
India |
Vikram Suryavanshi |
|
| 13-Aug-2015 |
IRB Infra 1QFY16: Strong results; plans to divest assets to ‘InvIT’ |
India |
Vibhor Singhal |
|
| 13-Aug-2015 |
Cadila Healthcare (CDH IN) - Growth hinges on US progress; lacks approval visibility |
India |
Surya Patra |
|
| 13-Aug-2015 |
Ceteris paribus, rate cut seems due in September |
India |
Anjali Verma |
|
| 12-Aug-2015 |
State Bank of India Quarterly Update: - Tepid credit growth impacts margin |
India |
Manish Agarwalla |
|
| 11-Aug-2015 |
Sun Pharma (SUNPIN) - US continue to underperform; margins under pressure |
India |
Surya Patra |
|
| 11-Aug-2015 |
Allcargo Logistics Q1FY16 Update: Good performance all around; Maintian BUY |
India |
Vikram Suryavanshi |
|
| 10-Aug-2015 |
Adani Ports 1QFY16: Beats estimates; maintain BUY |
India |
Vibhor Singhal |
|
| 10-Aug-2015 |
Praj Industries Q1FY16 Update: Execution remains the key; Maintian BUY |
India |
Vikram Suryavanshi |
|
| 08-Aug-2015 |
Divis Laboratories - Results in line, but lack zing |
India |
Surya Patra |
|
| 06-Aug-2015 |
Consumer Daily Ideas - 6 Aug 2015: Maruti Suzuki (MSIL IN, BUY)- Launches S-Cross at Rs 8.34 Lakhs (ex-showroom Delhi) |
India |
Jubil Jain |
|
| 06-Aug-2015 |
Shree Cement - Maintain NEUTRAL but holds potential to re-rate (-6%) |
India |
Vaibhav Agarwal |
|
| 06-Aug-2015 |
Canara Bank Quarterly Update: - Slippages continue to run high |
India |
Manish Agarwalla |
|
| 05-Aug-2015 |
JK Cement - Maintain BUY - +27%: |
India |
Vaibhav Agarwal |
|
| 05-Aug-2015 |
Cognizant 2QCY15 Results - Beats and upgrades guidance - Positive for Indian Companies |
India |
Vibhor Singhal |
|
| 04-Aug-2015 |
Shriram Transport Finance Quarterly Update: - Standalone results on expected lines |
India |
Manish Agarwalla |
|
| 04-Aug-2015 |
Status quo in monetary policy - led by higher food inflation |
India |
Anjali Verma |
|
| 04-Aug-2015 |
Ashoka Buildcon 1QFY16: Minor blip; strong order inflows |
India |
Vibhor Singhal |
|
| 03-Aug-2015 |
HCL Tech 4QFY15: Along expected lines; maintain BUY |
India |
Vibhor Singhal |
|
| 03-Aug-2015 |
Cholamandalam Finance Quarterly Update: - Operating performance inline; |
India |
Pradeep Agrawal |
|
| 03-Aug-2015 |
HeidelbergCement India - Q1FY16 Management Call Update: BUY (+41% |
India |
Vaibhav Agarwal |
|
| 31-Jul-2015 |
Glenmark Pharma (GNP IN) - No marked improvement in US sales |
India |
Surya Patra |
|
| 31-Jul-2015 |
IPCA Laboratories (IPCA IN) - All set for revamped formulation exports |
India |
Vibhor Singhal |
|
| 31-Jul-2015 |
ICICI Bank Quarterly Update: - Moderating stress in loan book |
India |
Manish Agarwalla |
|
| 31-Jul-2015 |
Dr Reddy’s Laboratories (DRRD IN) - Moving ahead with value-driving proprietary drugs: |
India |
Surya Patra |
|
| 30-Jul-2015 |
NCC 1QFY16 Results: Continues to beat expectations; maintain BUY |
India |
Vibhor Singhal |
|
| 30-Jul-2015 |
Bank of Baroda Quarterly Update: - Stressed asset formation subsides |
India |
Manish Agarwalla |
|
| 30-Jul-2015 |
Oriental Bank of Commerce Quarterly Update: - Asset quality pain continues |
India |
Manish Agarwalla |
|
| 30-Jul-2015 |
Dalmia Bharat - Top Midcap Pick - +42%: |
India |
Vaibhav Agarwal |
|
| 29-Jul-2015 |
HDFC Ltd Quarterly Update: - Moderating growth |
India |
Manish Agarwalla |
|
| 29-Jul-2015 |
Ambuja Cement - Q2CY15 Update: Maintain BUY (+18%): |
India |
Vaibhav Agarwal |
|
| 29-Jul-2015 |
JKumar Infra 1QFY16 Results - Continues to deliver – maintain BUY |
India |
Vibhor Singhal |
|
| 28-Jul-2015 |
Consumer Daily Ideas - 28 Jul 2015: Tata Motors, Mahindra CIE |
India |
Jubil Jain |
|
| 28-Jul-2015 |
Bank of India Quarterly Update: - Asset quality pressure intensifies |
India |
Manish Agarwalla |
|
| 28-Jul-2015 |
UBI Quarterly Update: - Focus on bottom-line improvement |
India |
Manish Agarwalla |
|
| 28-Jul-2015 |
PNB Quarterly Update: - Asset quality stable; exposure to stressed segments - a worry |
India |
Manish Agarwalla |
|
| 28-Jul-2015 |
Shriram City Union Finance Quarterly Update: - Operating performance inline; Maintain BUY |
India |
Pradeep Agrawal |
|
| 28-Jul-2015 |
Andhra Bank Quarterly Update: - slippages lower sequentially |
India |
Manish Agarwalla |
|
| 27-Jul-2015 |
Persistent System 1QFY16: Along expected lines; maintain NEUTRAL |
India |
Vibhor Singhal |
|
| 27-Jul-2015 |
Tech Mahindra 1QFY16: No visibility on the margins front yet; maintain NEUTRAL |
India |
Vibhor Singhal |
|
| 27-Jul-2015 |
M&M Financial Services Quarterly Update: - Asset quality worsens |
India |
Pradeep Agrawal |
|
| 25-Jul-2015 |
Lupin (LPC IN) - Gloomy US outlook is a drag |
India |
Surya Patra |
|
| 24-Jul-2015 |
Biocon (BIOS IN) - See greater visibility for its biosimilar portfolio: |
India |
Surya Patra |
|
| 24-Jul-2015 |
Axis Bank Quarterly Update: - Trading gains compensate high credit cost |
India |
Manish Agarwalla |
|
| 24-Jul-2015 |
Indian Bank Quarterly Update: - Asset-quality pain eases |
India |
Manish Agarwalla |
|
| 23-Jul-2015 |
SKS Microfinance Quarterly Update: - High ticket size drives loan growth |
India |
Manish Agarwalla |
|
| 23-Jul-2015 |
KPIT 1QFY16: Mixed quarter – maintain neutral |
India |
Vibhor Singhal |
|
| 23-Jul-2015 |
Wipro 1QFY16: Along expected lines; maintain NEUTRAL |
India |
Vibhor Singhal |
|
| 23-Jul-2015 |
Concor 1QFY16 update: Volume disappointment; Maintain Neutral |
India |
Vikram Suryavanshi |
|
| 21-Jul-2015 |
UltraTech Cement - Q1FY16 Update: Maintain BUY (+16%) |
India |
Vaibhav Agarwal |
|
| 21-Jul-2015 |
LIC Housing Finance Quarterly Update: - Strong core performance |
India |
Manish Agarwalla |
|
| 21-Jul-2015 |
Infosys 1QFY16: Robust performance across the board; upgrade to BUY |
India |
Vibhor Singhal |
|
| 21-Jul-2015 |
HDFC Bank Quarterly Update: - Strong growth in Business |
India |
Manish Agarwalla |
|
| 20-Jul-2015 |
Sun Pharma (SUNP IN) - Issues profit warning led by facility concerns & RBXY merger: |
India |
Surya Patra |
|
| 17-Jul-2015 |
Syngene International - IPO Note - An unique CRO play from India |
India |
Surya Patra |
|
| 17-Jul-2015 |
Sintex Industries Initiation - On the cusp of a re-rating, BUY |
India |
Vikram Suryavanshi |
|
| 16-Jul-2015 |
Trade deficit stable; exports remained sluggish |
India |
Anjali Verma |
|
| 16-Jul-2015 |
Britannia FY15 Annual Report Update: Margins improve sustainably, valuations are a concern; Downgrade to Neutral |
India |
Jubil Jain |
|
| 15-Jul-2015 |
Consumer Daily Ideas - 15 Jul 2015: JLR Jun 15 Retail volumes: Flat yoy; Growth in developed markets offsets stark drop in China |
India |
Jubil Jain |
|
| 15-Jul-2015 |
DCB Bank Quarterly Update: - Stable performance; return ratios don’t support valuation |
India |
Manish Agarwalla |
|
| 14-Jul-2015 |
NIIT Technologies (NITEC IN) -Strong execution continues; maintain BUY |
India |
Vibhor Singhal |
|
| 14-Jul-2015 |
Food inflation sees a sharp rise |
India |
Anjali Verma |
|
| 13-Jul-2015 |
IndusInd Bank Quarterly Update: - Strong operating performance |
India |
Manish Agarwalla |
|
| 13-Jul-2015 |
CPI shoots up to 5.4% led by higher food inflation |
India |
Anjali Verma |
|
| 13-Jul-2015 |
Industrial Output stays tepid |
India |
Anjali Verma |
|
| 10-Jul-2015 |
Bajaj Corp Q1FY16 Update: Dip in volumes, growth potential intact; Maintain Buy |
India |
Jubil Jain |
|
| 09-Jul-2015 |
Tata Consultancy Services - Mixed Results, Maintain BUY (Q1FY16 Results) |
India |
Vibhor Singhal |
|
| 08-Jul-2015 |
Consumer Daily Ideas - 08 July 2015; Crude prices drops 14% to USD 56.6/bbl from recent high; Paints, Detergents, Personal Products, Polymer companies to benefit |
India |
Jubil Jain |
|
| 03-Jul-2015 |
IT Services: 1QFY16 – Men separated from the Boys |
India |
Vibhor Singhal |
|
| 03-Jul-2015 |
Q1FY16 Results Preview - Yearning for earnings |
India |
India Research Team |
|
| 02-Jul-2015 |
Consumer Daily Ideas - 02 July 2015; Stocks Featured: Nestle India (UK Foods Standard Agency gives clean chit to Nestle India Maggi noodles) |
India |
Jubil Jain |
|
| 02-Jul-2015 |
Monsoon and Agriculture - India still prays to the rain gods… |
India |
Anjali Verma |
|
| 01-Jul-2015 |
Praj Industries- Transformation Story On Track; Maintian BUY |
India |
Vikram Suryavanshi |
|
| 30-Jun-2015 |
ICICI Bank visit note: Asset quality to improve |
India |
Manish Agarwalla |
|
| 29-Jun-2015 |
Shriram City Union Finance visit note: Well placed for growth; asset-quality pain peaking |
India |
Pradeep Agrawal |
|
| 29-Jun-2015 |
Axis Bank visit note: higher-than-industry credit growth seen |
India |
Manish Agarwalla |
|
| 26-Jun-2015 |
Star Ferro & Cement - Meeting Update: |
India |
Vaibhav Agarwal |
|
| 25-Jun-2015 |
Accenture 3QFY15 Results: Beats guidance – positive for Indian IT companies |
India |
Vibhor Singhal |
|
| 24-Jun-2015 |
Persistent Systems - Profit warning for 1QFY16; pain to continue |
India |
Vibhor Singhal |
|
| 24-Jun-2015 |
Ground View Investor Conference - Key takeaways 18th & 19th June 2015 |
India |
India Research Team |
|
| 24-Jun-2015 |
Infrastructure - All set for a robust FY16! |
India |
Vibhor Singhal |
|
| 16-Jun-2015 |
Trade deficit stable; exports remained sluggish |
India |
Anjali Verma |
|
| 15-Jun-2015 |
Monthly disinflationary trend reversed in May |
India |
Anjali Verma |
|
| 12-Jun-2015 |
CPI inched higher (in line); IIP at 4% (above expectation) |
India |
Anjali Verma |
|
| 12-Jun-2015 |
Ground View Magazine: 1 – 30th June 2015 Issue: Engineering R&D - The world at India’s door |
India |
Vibhor Singhal |
|
| 10-Jun-2015 |
Q4 CAD narrows sharply to 0.2% of GDP |
India |
Anjali Verma |
|
| 03-Jun-2015 |
Emami Company Update: Acquired Kesh King will be EPS dilutive for next 2 years |
India |
Jubil Jain |
|
| 03-Jun-2015 |
IPCA Laboratories (IPCA IN)- Negatives seem bygones |
India |
Surya Patra |
|
| 02-Jun-2015 |
KNR Construction - Decent results, strong orderbook – maintain BUY |
India |
Vibhor Singhal |
|
| 02-Jun-2015 |
25bps delivered; further cuts depend on crude, monsoon, food inflation |
India |
Anjali Verma |
|
| 02-Jun-2015 |
GMR Infra 4QFY15 - Nothing much to cheer about; maintain Neutral |
India |
Vibhor Singhal |
|
| 02-Jun-2015 |
JKumar Infra 4QFY15 - Minor blip, outlook positive – maintain BUY |
India |
Vibhor Singhal |
|
| 02-Jun-2015 |
Glenmark Pharma (GNP IN) - Guides for better US growth visibility |
India |
Surya Patra |
|
| 01-Jun-2015 |
Sun Pharma (SUNPIN) - Weighed down by facility issues and RBXY merger |
India |
Surya Patra |
|
| 31-May-2015 |
Concor 4QFY15 Update: Volume disappointment, cautious on guidance (NEUTRAL) |
India |
Vikram Suryavanshi |
|
| 30-May-2015 |
Aurobindo Pharma (ARBP IN) - Sees steady progress in US generics |
India |
Surya Patra |
|
| 29-May-2015 |
Praj 4QFY15 update: Worst is behind; emerging business near critical scale: Maintain BUY |
India |
Vikram Suryavanshi |
|
| 29-May-2015 |
RBI expected to ease repo rate by 25bps |
India |
Anjali Verma |
|
| 29-May-2015 |
IRB Infra 4QFY15 - In line with expectations, maintain BUY |
India |
Vibhor Singhal |
|
| 29-May-2015 |
GDP growth weakens – Disappointing Q4FY15 data |
India |
Anjali Verma |
|
| 28-May-2015 |
Bank of India Quarterly Update: Asset-quality pain persists |
India |
Manish Agarwalla |
|
| 26-May-2015 |
Tech Mahindra 4QFY15 - Disappointing results; downgrade to NEUTRAL |
India |
Vibhor Singhal |
|
| 25-May-2015 |
Canara Bank Quarterly Update: Operating performance weak; Asset quality deteriorates |
India |
Manish Agarwalla |
|
| 25-May-2015 |
Allcargo Logistics 4QFY15 Update : Healthy growth; on track to meet targets (BUY) |
India |
Vikram Suryavanshi |
|
| 25-May-2015 |
Divi’s Laboratories (DIVI IN) - Signs of sustained growth |
India |
Surya Patra |
|
| 23-May-2015 |
State Bank of India Quarterly Update: Stabilizing asset quality |
India |
Manish Agarwalla |
|
| 19-May-2015 |
Havells 4QFY15 - Muted results; maintain NEUTRAL |
India |
Vibhor Singhal |
|
| 19-May-2015 |
GVK Power 4QFY15 - Nothing much to cheer about; maintain SELL |
India |
Vibhor Singhal |
|
| 19-May-2015 |
Corporation Bank Quarterly Update: Operating performance improves |
India |
Manish Agarwalla |
|
| 19-May-2015 |
Dr Reddy’s Laboratories- Robust R&D pipeline ensures long-term value growth |
India |
Surya Patra |
|
| 16-May-2015 |
NCC 4QFY15: Strong beat to expectations; guidance muted |
India |
Vibhor Singhal |
|
| 15-May-2015 |
April deficit at US$ 11bn – along the expected lines |
India |
Anjali Verma |
|
| 15-May-2015 |
Indian Bank Quarterly Update: Higher credit cost weigh on profits |
India |
Manish Agarwalla |
|
| 15-May-2015 |
Cadila Healthcare - All hope around US growth |
India |
Surya Patra |
|
| 14-May-2015 |
OBC Quarterly Update: Asset quality improves but one-off dents bottom line |
India |
Manish Agarwalla |
|
| 14-May-2015 |
Pennar Industries 4QFY15 - Value added growth; BUY |
India |
Vikram Suryavanshi |
|
| 14-May-2015 |
Ashoka Buildcon 4QFY15: Strong beat to estimates; maintain BUY |
India |
Vibhor Singhal |
|
| 14-May-2015 |
Progressing deflation for sixth consecutive month |
India |
Anjali Verma |
|
| 14-May-2015 |
Lupin (LPC IN) - Weak US pipeline and higher R&D spend drags down |
India |
Surya Patra |
|
| 13-May-2015 |
Meeting Delhi Ministries |
India |
Anjali Verma |
|
| 12-May-2015 |
Dr Reddy’s Laboratories - Stepped up R&D to drive value growth |
India |
Surya Patra |
|
| 12-May-2015 |
Union Bank of India Quarterly Update: Higher NPA provisions impacts profitability |
India |
Manish Agarwalla |
|
| 12-May-2015 |
CPI in line; IIP below expectation – Falling inflation and growth |
India |
Anjali Verma |
|
| 11-May-2015 |
Bank of Baroda Quarterly Update: Operating performance remain weak |
India |
Manish Agarwalla |
|
| 08-May-2015 |
PNB Quarterly Update: Precarious Asset Quality |
India |
Manish Agarwalla |
|
| 08-May-2015 |
Mangalam Cement (MGC IN) - Maintain BUY (+15%) |
India |
Vaibhav Agarwal |
|
| 05-May-2015 |
NIIT TECH 4QFY15 Results - Strong quarter, Maintain BUY |
India |
Vibhor Singhal |
|
| 05-May-2015 |
Adani Ports 4QFY15: Non-Mundra ports driving the growth – maintain BUY |
India |
Vibhor Singhal |
|
| 05-May-2015 |
SKS Micro Finance Quarterly Update: One-offs impact earnings momentum |
India |
Manish Agarwalla |
|
| 30-Apr-2015 |
Biocon - Quarterly Update - Ramp up in Biosimilars to drive value growth |
India |
Surya Patra |
|
| 29-Apr-2015 |
Axis Bank Quarterly Update: Asset quality surprised positively |
India |
Manish Agarwalla |
|
| 29-Apr-2015 |
KPIT 4QFY15 Results - Dismal Quarter – Downgrade to Neutral |
India |
Vibhor Singhal |
|
| 29-Apr-2015 |
Shriram City Union Finance Q4FY15 Result update-- Results slightly below expectation; asset quality stable |
India |
Pradeep Agrawal |
|
| 29-Apr-2015 |
UltraTech Cement: Maintain BUY (+34%) |
India |
Vaibhav Agarwal |
|
| 27-Apr-2015 |
ICICI Bank Quarterly Update: Restructured asset slips |
India |
Manish Agarwalla |
|
| 27-Apr-2015 |
Cholamandalam Finance Q4FY15 Result update-- Operating performance inline; asset quality improves |
India |
Pradeep Agrawal |
|
| 27-Apr-2015 |
Allcargo Logistics -Getting Ahead; Initiating Coverage: BUY |
India |
Vikram Suryavanshi |
|
| 24-Apr-2015 |
Infosys 4QFY15 Results - Underperformance continues; maintain NEUTRAL |
India |
Vibhor Singhal |
|
| 24-Apr-2015 |
M&M Financial Services Q4FY15 update: Higher recovery drive growth; risk to asset quality persists |
India |
Pradeep Agrawal |
|
| 24-Apr-2015 |
HDFC Bank Quarterly Update: Business momentum picks-up |
India |
Manish Agarwalla |
|
| 23-Apr-2015 |
Key Takeaways of Call with IMD on Monsoon |
India |
Anjali Verma |
|
| 23-Apr-2015 |
Biocon Ex-Syngene will be true beneficiary of future Biosimilar Opportunities |
India |
Surya Patra |
|
| 22-Apr-2015 |
Persistent Systems 4QFY15: Muted results – inline with expectations |
India |
Vibhor Singhal |
|
| 22-Apr-2015 |
Impact on Macro variables of below normal monsoon, for second year in a row… |
India |
Anjali Verma |
|
| 21-Apr-2015 |
Wipro 4QFY15 Results: Modest results, weak guidance – maintain Neutral |
India |
Vibhor Singhal |
|
| 21-Apr-2015 |
HCL Tech 3QFY15 Results - Modest set of numbers; maintain BUY |
India |
Vibhor Singhal |
|
| 20-Apr-2015 |
Agro Tech Foods Q4FY15: Medium term outlook continues to remain challenging; Maintain Sell |
India |
Jubil Jain |
|
| 20-Apr-2015 |
LIC Housing Finance Quarterly Update: Strong business growth |
India |
Manish Agarwalla |
|
| 17-Apr-2015 |
TCS 4QFY15 Results - Marginal Miss; Maintain BUY |
India |
Vibhor Singhal |
|
| 17-Apr-2015 |
IndusInd Bank Quarterly Update: Operating performance in-line |
India |
Manish Agarwalla |
|
| 16-Apr-2015 |
DCB Bank Quarterly Update: Income tax reversal aid profitability |
India |
Manish Agarwalla |
|
| 16-Apr-2015 |
ACC - Q1CY15 - Maintain NEUTRAL (+3%): |
India |
Vaibhav Agarwal |
|
| 15-Apr-2015 |
Bajaj Corp Quarterly Update: Strong Results, Momentum to continue |
India |
Jubil Jain |
|
| 15-Apr-2015 |
WPI inflation further contracts to -2.3%, ahead of expectation |
India |
Anjali Verma |
|
| 13-Apr-2015 |
VRL Logistics - IPO Update : Subscribe |
India |
Vikram Suryavanshi |
|
| 13-Apr-2015 |
Against fears CPI falls to 5.2%, ahead of expectation |
India |
Anjali Verma |
|
| 13-Apr-2015 |
Jubilant Life Sciences - Value progress on cards - Management Meet Update |
India |
Surya Patra |
|
| 10-Apr-2015 |
IIP growth at 5%, led by one-offs and low base effect |
India |
Anjali Verma |
|
| 09-Apr-2015 |
IT Services 4QFY15 Preview - Strong CC headwinds amidst robust demand environment |
India |
Vibhor Singhal |
|
| 06-Apr-2015 |
Ground View Magazine: 1 – 30th April 2015 Issue: Payment Banks - Not enough credit in the wallet |
India |
Manish Agarwalla |
|
| 06-Apr-2015 |
Q4FY15 Results Preview - Winter got extended |
India |
Jeremy Ng |
|
| 31-Mar-2015 |
ABG Cement - Management Meet Update |
India |
Vaibhav Agarwal |
|
| 26-Mar-2015 |
Infrastructure - BOT Segment - Consolidation on the cards |
India |
Vibhor Singhal |
|
| 24-Mar-2015 |
Tree House Education : From roots to wings |
India |
Vikram Suryavanshi |
|
| 24-Mar-2015 |
Economic Outlook: All good…but Recovery delayed |
India |
Anjali Verma |
|
| 21-Mar-2015 |
UltraTech Cement: Malkhed Road Plant Visit Update - Maintain BUY - PT - Rs3,582 (+28% |
India |
Vaibhav Agarwal |
|
| 18-Mar-2015 |
PhillipCapital Healthcare Conference : Key Takeaways |
India |
Surya Patra |
|
| 17-Mar-2015 |
PhillipCapital Regional Corporate Day: Key Takeaways |
India |
Phillip Research Team |
|
| 16-Mar-2015 |
WPI further contracts to -2.1%, ahead of expectations |
India |
Anjali Verma |
|
| 13-Mar-2015 |
Lower oil brings down trade deficit to $6.8bn |
India |
Anjali Verma |
|
| 13-Mar-2015 |
CPI (5.4%) below and IIP (2.6%) ahead, of expectation |
India |
Anjali Verma |
|
| 13-Mar-2015 |
Q3 CAD ahead of expectations |
India |
Anjali Verma |
|
| 05-Mar-2015 |
NBFC Sector; Rising above challenge |
India |
Manish Agarwalla |
|
| 04-Mar-2015 |
Dr Reddy’s Laboratories - Core strengths outweigh all negatives |
India |
Surya Patra |
|
| 04-Mar-2015 |
RBI unexpectedly cuts rate by 25bps |
India |
Anjali Verma |
|
| 04-Mar-2015 |
Infrastructure - EPC Sector - Reiterating conviction in the ‘Trinity’ |
India |
Vibhor Singhal |
|
| 02-Mar-2015 |
Ganesha Ecosphere: Green and Safe |
India |
Vikram Suryavanshi |
|
| 01-Mar-2015 |
FY16 Macro Budget Review: Promises, Capital spending, 14th Finance Commission – Fiscal deficit at 3.9% |
India |
Anjali Verma |
|
| 01-Mar-2015 |
UnionBudget FY15-16 - Removing thorns, adding feathers |
India |
India Research Team |
|
| 27-Feb-2015 |
Mangalam Cement (MGC IN) - Management Meet Update - Upgrade to BUY (+18%) |
India |
Vaibhav Agarwal |
|
| 27-Feb-2015 |
BFSI Monthly - February 2015 |
India |
Manish Agarwalla |
|
| 27-Feb-2015 |
JK Cement (JKCE IN) - Management Meet Update - Maintain BUY (+18%) |
India |
Vaibhav Agarwal |
|
| 26-Feb-2015 |
India Cements - Management Meet Update - Maintain BUY (+51%) |
India |
Vaibhav Agarwal |
|
| 24-Feb-2015 |
Pre-Budget Expectations from Mr. Sumit Banerjee for cement industry |
India |
Vaibhav Agarwal |
|
| 24-Feb-2015 |
IT Services – CONQUERING EUROPE 2.0 – Peer pressure to drive outsourcing |
India |
Vibhor Singhal |
|
| 23-Feb-2015 |
Budget Preview: focus on tax benifit for modal shift, shipbuilding |
India |
Vikram Suryavanshi |
|
| 23-Feb-2015 |
Focus on Fiscal consolidation, Make in India, Ease of doing business and GST |
India |
Anjali Verma |
|
| 19-Feb-2015 |
Ambuja Cements - Maintain BUY (+18%) |
India |
Vaibhav Agarwal |
|
| 18-Feb-2015 |
HeidelbergCement India - Maintain BUY - (+34%) |
India |
Vaibhav Agarwal |
|
| 17-Feb-2015 |
Infosys - Panaya acquisition – strategic, but expensive |
India |
Vibhor Singhal |
|
| 16-Feb-2015 |
GMR Infra 3QFY15 Results: Along expected lines; maintain NEUTRAL |
India |
Vibhor Singhal |
|
| 16-Feb-2015 |
GVK Power 3QFY15 Results: No respite from losses; maintain SELL |
India |
Vibhor Singhal |
|
| 16-Feb-2015 |
WPI in Red at -0.4%, sharp monthly contraction continued |
India |
Anjali Verma |
|
| 16-Feb-2015 |
Sun Pharma - Regulatory clearance of Halol Plant is key to growth |
India |
Surya Patra |
|
| 14-Feb-2015 |
KNR 3QFY15 Results: Along expected lines; maintain BUY |
India |
Vibhor Singhal |
|
| 13-Feb-2015 |
Glenmark Pharma - US generics to drive value growth |
India |
Surya Patra |
|
| 13-Feb-2015 |
SBI Quarterly Update: Bucks trend, asset quality stable- |
India |
Manish Agarwalla |
|
| 12-Feb-2015 |
Bank of India Quarterly Update: Asset quality pressure mounting |
India |
Manish Agarwalla |
|
| 12-Feb-2015 |
CPI below expectation at 5.1%; IIP as expected at 1.7% |
India |
Anjali Verma |
|
| 12-Feb-2015 |
Pennar Industries 3QFY15: Preparing for the long haul: BUY |
India |
Vikram Suryavanshi |
|
| 12-Feb-2015 |
Concor Q3FY15: Signalling competitive strength: BUY |
India |
Vikram Suryavanshi |
|
| 12-Feb-2015 |
JK Lakshmi - BUY (+28%) |
India |
Vaibhav Agarwal |
|
| 11-Feb-2015 |
NCC 3QFY15 Results: Power plant drives execution; maintain BUY |
India |
Vibhor Singhal |
|
| 11-Feb-2015 |
Corporation Bank Quarterly Update: Asset quality stess to persist in near term |
India |
Manish Agarwalla |
|
| 11-Feb-2015 |
Corporation Bank Quarterly Update: Asset quality stess to persist in near term |
India |
Manish Agarwalla |
|
| 10-Feb-2015 |
Cadila Healthcare - US to drive growth but it lack approval visibility |
India |
Surya Patra |
|
| 09-Feb-2015 |
Believe it or not, India’s FY15 GDP growth at 7.5% |
India |
Anjali Verma |
|
| 09-Feb-2015 |
IPCA Laboratories - Negatives seems overdone; Upgrade to BUY |
India |
Surya Patra |
|
| 09-Feb-2015 |
GMR Infra - Sharp reduction in tariff expected at Delhi airport |
India |
Vibhor Singhal |
|
| 06-Feb-2015 |
Pharma Sector Update - Pfizer acquires Hospira: Emphasis on generic injectables and biosimilars for future growth |
India |
Surya Patra |
|
| 05-Feb-2015 |
IRB Infra 3QFY15 Results - Robust traffic growth continues; maintain BUY |
India |
Vibhor Singhal |
|
| 05-Feb-2015 |
Andhra Bank Quarterly Update: Farm loan recovery to abate stress |
India |
Manish Agarwalla |
|
| 05-Feb-2015 |
Aurobindo Pharma -Sustains growth momentum |
India |
Surya Patra |
|
| 04-Feb-2015 |
ACC Ltd. - NEUTRAL (+10% |
India |
Vaibhav Agarwal |
|
| 04-Feb-2015 |
Shree Cement - NEUTRAL (+3%) |
India |
Vaibhav Agarwal |
|
| 03-Feb-2015 |
DBL (+22%) & OCL (+14%): Maintain BUY |
India |
Vaibhav Agarwal |
|
| 03-Feb-2015 |
DBL (+22%) & OCL (+14%): Maintain BUY |
India |
Vaibhav Agarwal |
|
| 03-Feb-2015 |
Indian Bank Quarterly Update: Sluggish growth impacts top-line |
India |
Manish Agarwalla |
|
| 03-Feb-2015 |
PNB Quarterly Update: No respite in bad loan |
India |
Manish Agarwalla |
|
| 03-Feb-2015 |
Lupin Ltd - Moderating US outlook to restrict stock valuations |
India |
Surya Patra |
|
| 03-Feb-2015 |
RBI comfortable about Inflation and Growth progress |
India |
Anjali Verma |
|
| 03-Feb-2015 |
IT Services Q3FY15 Results Review - Decent performance despite headwinds |
India |
Vibhor Singhal |
|
| 02-Feb-2015 |
Ashoka Buildcon 3QFY15 - Muted set of results; maintain NEUTRAL |
India |
Vibhor Singhal |
|
| 02-Feb-2015 |
BoB Quarterly Update: The Last Bastion falls |
India |
Manish Agarwalla |
|
| 02-Feb-2015 |
ICICI Bank Quarterly Update: Asset Quality Challenge ahead |
India |
Manish Agarwalla |
|
| 02-Feb-2015 |
Divis Laboratories Ltd - Sales growth visibility intact; Margin seems shaky |
India |
Surya Patra |
|
| 01-Feb-2015 |
GDP Base Change: Drastic changes in Growth pace and Weights |
India |
Anjali Verma |
|
| 30-Jan-2015 |
Fiscal deficit at 100%; weak taxes and capital spending |
India |
Anjali Verma |
|
| 30-Jan-2015 |
HCL Tech 2QFY15 - Strong beat to the consensus; maintain BUY |
India |
Vibhor Singhal |
|
| 30-Jan-2015 |
Tech Mahindra 3QFY15 - Inline with expectations; maintain BUY |
India |
Vibhor Singhal |
|
| 29-Jan-2015 |
SKS Micro Finance Quarterly Update: One -offs impact earnings momentum |
India |
Manish Agarwalla |
|
| 29-Jan-2015 |
OBC Quarterly Update: Not yet out of the woods |
India |
Manish Agarwalla |
|
| 29-Jan-2015 |
Dr Reddy’s Laboratories - New Launches could surprise US sales growth positively |
India |
Surya Patra |
|
| 29-Jan-2015 |
Adani Ports 3QFY15 - Non Mundra ports drive the growth; maintain BUY |
India |
Vibhor Singhal |
|
| 29-Jan-2015 |
Havells 3QFY15 - Muted set of results; maintain NEUTRAL |
India |
Vibhor Singhal |
|
| 29-Jan-2015 |
Persistent Systems 3QFY15 - In line results, Valuations limit upside |
India |
Vibhor Singhal |
|
| 27-Jan-2015 |
Union Bank of India Quarterly Update: Asset quality blue persists |
India |
Manish Agarwalla |
|
| 27-Jan-2015 |
UltraTech Cement: Maintain BUY - PT - Rs3,582 (+15%) |
India |
Vaibhav Agarwal |
|
| 27-Jan-2015 |
Shriram Transport Finance Quarterly Update: Pick up in disbursement strengthens revival hope |
India |
Manish Agarwalla |
|
| 23-Jan-2015 |
Biocon (BIOS IN) - Growth hinges on Syngene & Malaysia plant: |
India |
Surya Patra |
|
| 23-Jan-2015 |
IPCA Laboratories (IPCA IN)- Import alert vanishes the hope of early plant resolution |
India |
Surya Patra |
|
| 23-Jan-2015 |
Praj Industries 3QFY15: Blending capabilites for growth, Maintan BUY |
India |
Vikram Suryavanshi |
|
| 22-Jan-2015 |
KPIT 3QFY15 Results - SAP concerns getting addressed, Maintain BUY |
India |
Vibhor Singhal |
|
| 22-Jan-2015 |
GMR Infra - The fog continues to thicken, downgrade to NEUTRAL |
India |
Vibhor Singhal |
|
| 20-Jan-2015 |
BFSI Monthly - January 2015 |
India |
Manish Agarwalla |
|
| 16-Jan-2015 |
Wipro 3QFY15 Results: Same story again – maintain NEUTRAL |
India |
Vibhor Singhal |
|
| 16-Jan-2015 |
Axis Bank Quarterly Update: Stable Quarter |
India |
Manish Agarwalla |
|
| 15-Jan-2015 |
DCB Bank Quarterly Update: Stable performance but outlook grim: Downgrade to Neutral |
India |
Manish Agarwalla |
|
| 15-Jan-2015 |
Lower oil brings down trade deficit to $9.4bn |
India |
Anjali Verma |
|
| 15-Jan-2015 |
TCS 3QFY15 Results - Muted Quarter, Minor blip – Maintain BUY |
India |
Vibhor Singhal |
|
| 15-Jan-2015 |
LIC Housing Finance Quarterly Update: Loan book gaining traction |
India |
Manish Agarwalla |
|
| 14-Jan-2015 |
NIIT TECH 3QFY15 Results - In line with expectations, maintain BUY |
India |
Vibhor Singhal |
|
| 14-Jan-2015 |
WPI near 0%; Rate cut in Feb likely |
India |
Anjali Verma |
|
| 13-Jan-2015 |
Coastal Shipping and IWT Conference Update |
India |
Vikram Suryavanshi |
|
| 13-Jan-2015 |
IndusInd Bank Quarterly Update: Results in-line: Maintain Buy |
India |
Manish Agarwalla |
|
| 12-Jan-2015 |
Cement - Channel Check Feedback |
India |
Vaibhav Agarwal |
|
| 12-Jan-2015 |
CPI, IIP beat expectations |
India |
Anjali Verma |
|
| 09-Jan-2015 |
Infosys 3QFY15 Results - Decent set of results; maintain NEUTRAL - |
India |
Vibhor Singhal |
|
| 08-Jan-2015 |
Q3FY15 Earnings Preview - A Sluggish quarter in focus |
India |
India Research Team |
|
| 06-Jan-2015 |
IT Services 3QFY15 Preview - Seasonal weakness and cross currency to impact growt |
India |
Vibhor Singhal |
|
| 05-Jan-2015 |
Ground View Magazine: 1st January 2015 Annual Collector’s Issue |
India |
India Research Team |
|
| 31-Dec-2014 |
Banking - Management Meet Update - Dec 2014 |
India |
Manish Agarwalla |
|
| 16-Dec-2014 |
Dishman Pharma - Improving asset utilization to drive value growth |
India |
Surya Patra |
|
| 16-Dec-2014 |
WPI at 0%; Rate cut in Feb most likely |
India |
Anjali Verma |
|
| 12-Dec-2014 |
Havells Ltd - Running ahead of fundamentals; maintain NEUTRAL |
India |
Vibhor Singhal |
|
| 09-Dec-2014 |
Q2 CAD at 2.1%, gold imports - a risk factor for future |
India |
Anjali Verma |
|
| 08-Dec-2014 |
CPI in expected lines, IIP plunged to 3-year low |
India |
Anjali Verma |
|
| 08-Dec-2014 |
GST Conference: Celeritas et Veritas – Promptness and Truth |
India |
Anjali Verma |
|
| 03-Dec-2014 |
IPCA Laboratories - Management meet update |
India |
Surya Patra |
|
| 03-Dec-2014 |
Monetary Policy - Status quo rightly maintained |
India |
Anjali Verma |
|
| 02-Dec-2014 |
Infrastructure - EPC Sector - Trinity at Work |
India |
Vibhor Singhal |
|
| 29-Nov-2014 |
Ajanta Pharma - A pure play of differentiated branded generic |
India |
Surya Patra |
|
| 28-Nov-2014 |
Brent fall is good but tax revenue shortfall is larger |
India |
Anjali Verma |
|
| 28-Nov-2014 |
Allcargo Logistics : Management meet |
India |
Vikram Suryavanshi |
|
| 28-Nov-2014 |
Growth being led by government spending, Investments stagnant |
India |
Anjali Verma |
|
| 27-Nov-2014 |
Praj Industries - Company Update; Maintain BUY |
India |
Vikram Suryavanshi |
|
| 26-Nov-2014 |
GMR Infra Update - Exploring new avenues of growth |
India |
Vibhor Singhal |
|
| 25-Nov-2014 |
Ambuja Cements (Maintain BUY+15%): Management Meet Takeaways |
India |
Vaibhav Agarwal |
|
| 21-Nov-2014 |
Tech Mahindra Update - LCC Acquisition - Strategic and Inexpensive |
India |
Vibhor Singhal |
|
| 20-Nov-2014 |
Daily Ideas |
India |
India Research Team |
|
| 19-Nov-2014 |
JK Cement (+30%) & JK Lakshmi Cement (+25%) |
India |
Vaibhav Agarwal |
|
| 18-Nov-2014 |
Shilpa Medicare - A unique oncology play but near-term triggers priced in |
India |
Surya Patra |
|
| 18-Nov-2014 |
Ashoka Buildcon Q2FY15: Below expectations; maintain NEUTRAL |
India |
Vibhor Singhal |
|
| 18-Nov-2014 |
GVK Power Q2FY15 - Debt burden continues to mount; Maintain SELL |
India |
Vibhor Singhal |
|
| 18-Nov-2014 |
GMR Infrastructure Q2FY15: Muted set of results; Maintain BUY |
India |
Vibhor Singhal |
|
| 17-Nov-2014 |
Mangalam Cement: Q2FY15 Update & Call Takeaways (Neutral - TP: Rs 330 (+7%)): |
India |
Vaibhav Agarwal |
|
| 17-Nov-2014 |
Exports contract, gold imports rise |
India |
Anjali Verma |
|
| 17-Nov-2014 |
The India Cements: Maintain BUY - TP - Rs155(+42%) - Q2FY15 Call Takeaways |
India |
Vaibhav Agarwal |
|
| 14-Nov-2014 |
Phoenix Mills - Q2FY15 Results update: Improved trading density across asset |
India |
Manish Agarwalla |
|
| 14-Nov-2014 |
State Bank of India- Q2FY15 result update - Earnings inline; Asset quality pain seems to have peaked out |
India |
Manish Agarwalla |
|
| 14-Nov-2014 |
It’s happening in India - WPI slumps to 1.8% |
India |
Anjali Verma |
|
| 14-Nov-2014 |
HeidelbergCement India: Q3CY14 Update & Call Takeaways (Maintain BUY TP: Rs 113 (+30%)) |
India |
Vaibhav Agarwal |
|
| 14-Nov-2014 |
Sun Pharma - Rich valuation is the concern |
India |
Surya Patra |
|
| 13-Nov-2014 |
NCC 2QFY15 Results - Robust set of numbers; maintain BUY |
India |
Vibhor Singhal |
|
| 13-Nov-2014 |
SKS Microfinance- Initiation - Favorable Operating Environment |
India |
Manish Agarwalla |
|
| 12-Nov-2014 |
JK Cement (+30%) & JK Lakshmi Cement (+25%) |
India |
Vaibhav Agarwal |
|
| 12-Nov-2014 |
Pennar 2QFY15 Update: Gainig traction, Maintain BUY |
India |
Vikram Suryavanshi |
|
| 12-Nov-2014 |
CPI in expected lines, sharper rise in Core CPI; IIP above expectation |
India |
Anjali Verma |
|
| 11-Nov-2014 |
IPCA Laboratories - Supply issues in institutional operation surprised –vely |
India |
Surya Patra |
|
| 11-Nov-2014 |
Tech Mahindra Update - Strong outlook, maintains the ‘stretch targe |
India |
Vibhor Singhal |
|
| 11-Nov-2014 |
Adani Ports 2QFY15 Results - Mixed set of numbers; maintain BUY |
India |
Vibhor Singhal |
|
| 10-Nov-2014 |
Aurobindo Pharma - Expects steady value progress |
India |
Surya Patra |
|
| 07-Nov-2014 |
Cadila Healthcare - Strong result but no visible upside |
India |
Surya Patra |
|
| 07-Nov-2014 |
Bank of Baroda- Q2FY15 result update - Asset quality pressure persists |
India |
Manish Agarwalla |
|
| 07-Nov-2014 |
Dr Reddy’s Laboratories - Valcyte approval enhances US sales visibility |
India |
Surya Patra |
|
| 07-Nov-2014 |
Canara Bank- Q2FY15 result update - No respite in depleting asset quality |
India |
Manish Agarwalla |
|
| 07-Nov-2014 |
Indian Bank- Q2FY15 result update - Stable asset quality performance |
India |
Manish Agarwalla |
|
| 05-Nov-2014 |
IRB Infra 2QFY15 Results - Mixed set of results; maintain BUY |
India |
Vibhor Singhal |
|
| 05-Nov-2014 |
Greenply Q2FY15 Result update : Inline quarter; volumes subdued- NEUTRAL |
India |
Vibhor Singhal |
|
| 03-Nov-2014 |
Bank of India- Q2FY15 result update - Credit risk continues |
India |
Manish Agarwalla |
|
| 03-Nov-2014 |
DCB Bank- Q2FY15 result update - High opex and slippage moderates earnings |
India |
Manish Agarwalla |
|
| 03-Nov-2014 |
Divi’s Laboratories - No visible near term upside |
India |
Surya Patra |
|
| 03-Nov-2014 |
Andhra Bank- Q2FY15 result update - Farm recovery drives earning |
India |
Manish Agarwalla |
|
| 03-Nov-2014 |
UBI- Q2FY15 result update - Pain in corporate book persists |
India |
Manish Agarwalla |
|
| 31-Oct-2014 |
83% fiscal target achieved in first half itself; Muted core sector growth |
India |
Anjali Verma |
|
| 31-Oct-2014 |
IT Services - Investor Activism or Extremism? |
India |
Vibhor Singhal |
|
| 31-Oct-2014 |
Ambuja Cements - BUY (+17%) & ACC Ltd - NEUTRAL (+2%) |
India |
Vaibhav Agarwal |
|
| 30-Oct-2014 |
ICICI Bank - Q2FY15 result update - Revival still far fetched |
India |
Manish Agarwalla |
|
| 30-Oct-2014 |
IT Services Q2FY15 Results Review - Burdened with high expectations |
India |
Vibhor Singhal |
|
| 30-Oct-2014 |
Concor Q2FY15 Update: On track, profits impacted by change in depreciation policy: Mainitan BUY |
India |
Vikram Suryavanshi |
|
| 29-Oct-2014 |
Tech Mahindra Q2FY15- Strong set of results, Maintain BUY |
India |
Vibhor Singhal |
|
| 29-Oct-2014 |
Dr Reddy’s Laboratories - US pipeline could surprise earnings |
India |
Surya Patra |
|
| 29-Oct-2014 |
Oriental Bank of Commerce - Q2FY15 Result update: Operating performance remains weak |
India |
Manish Agarwalla |
|
| 29-Oct-2014 |
NCC Ltd - Only getting better; maintain BUY |
India |
Vibhor Singhal |
|
| 29-Oct-2014 |
Pennar Industries - Initiating with BUY: Moving up the value chain |
India |
Vikram Suryavanshi |
|
| 29-Oct-2014 |
Lupin - Sustained value progress |
India |
Surya Patra |
|
| 25-Oct-2014 |
Wipro 2QFY15 Results - Modest set of numbers; maintain NEUTRAL |
India |
Vibhor Singhal |
|
| 25-Oct-2014 |
Havells 2QFY15 Results - Along expected lines; maintain NEUTRAL |
India |
Vibhor Singhal |
|
| 22-Oct-2014 |
KPIT Tech Q2FY15 - Strong beat on estimates, Maintain BUY |
India |
Vibhor Singhal |
|
| 22-Oct-2014 |
Biocon - Muted Performance but triggers remain intact |
India |
Surya Patra |
|
| 22-Oct-2014 |
HDFC Ltd - Q2FY15 Result update: In-line performance: Maintain Buy |
India |
Manish Agarwalla |
|
| 22-Oct-2014 |
Dalmia Bharat (+23%) & OCL (+15%): Maintain BUY: Call Takeaways & Updat |
India |
Vaibhav Agarwal |
|
| 22-Oct-2014 |
PNB - Q2FY15 Result update: Asset quality disappoints again |
India |
Manish Agarwalla |
|
| 22-Oct-2014 |
HDFC Bank - Q2FY15 Result update: Strong core performance |
India |
Manish Agarwalla |
|
| 21-Oct-2014 |
JK Cement - Conviction BUY - (+51%) |
India |
Vaibhav Agarwal |
|
| 21-Oct-2014 |
UltraTech Cement: Maintain BUY - PT - Rs3,059 (+25% |
India |
Vaibhav Agarwal |
|
| 21-Oct-2014 |
Shriram Transport Finance - Q2FY15 Result update: Higher credit cost dent earnings |
India |
Manish Agarwalla |
|
| 21-Oct-2014 |
LIC Housing Finance - Q2FY15 Result update: Business gaining momentum: |
India |
Manish Agarwalla |
|
| 17-Oct-2014 |
HCL Tech Q1FY15 Results: Misses Estimates But Story Intact; Maintain BUY |
India |
Vibhor Singhal |
|
| 17-Oct-2014 |
Axis Bank - Q2FY15 Result update: Retail business gaining traction |
India |
Manish Agarwalla |
|
| 16-Oct-2014 |
TCS Q2FY15 Results - Marginal miss, Maintain BUY |
India |
Vibhor Singhal |
|
| 16-Oct-2014 |
Commodities: Oilseeds and Oils Outlook Report, Oct 16, 2014 |
India |
Rajini Panicker |
|
| 16-Oct-2014 |
Commodities Daily Sugar Report: Oct 16, 2014 |
India |
Ashwini Bansod |
|
| 16-Oct-2014 |
Commodities Daily Currency Report: Oct 16, 2014 |
India |
Ashwini Bansod |
|
| 14-Oct-2014 |
Crude Impact – Positive for CAD, Inflation and Fiscal |
India |
Anjali Verma |
|
| 13-Oct-2014 |
Q2FY15 Earnings Preview - Mixed bag |
India |
Phillip Research Team |
|
| 13-Oct-2014 |
CPI drops to 6.5% - Encouraging |
India |
Anjali Verma |
|
| 13-Oct-2014 |
IndusInd Bank - Q2FY15 Result update: Positives priced in |
India |
Manish Agarwalla |
|
| 13-Oct-2014 |
Infosys Q2FY15 - Along expected lines, Maintain NEUTRAL |
India |
Vibhor Singhal |
|
| 10-Oct-2014 |
IIP showing no sign of recovery |
India |
Anjali Verma |
|
| 10-Oct-2014 |
Commodities Sugar Monthly Outlook Report Report - Oct 10, 2014 |
India |
Ashwini Bansod |
|
| 10-Oct-2014 |
Commodities Weekly Chana Report: Oct 10, 2014 |
India |
Ashwini Bansod |
|
| 10-Oct-2014 |
Commodities: Oilseeds and Oils Outlook Report, Oct 10, 2014 |
India |
Rajini Panicker |
|
| 10-Oct-2014 |
Commodities Daily Sugar Report: Oct 10, 2014 |
India |
Ashwini Bansod |
|
| 10-Oct-2014 |
Commodities Daily Currency Report: Oct 10, 2014 |
India |
Ashwini Bansod |
|
| 09-Oct-2014 |
Commodities Daily Sugar Report: Oct 09, 2014 |
India |
Ashwini Bansod |
|
| 09-Oct-2014 |
Commodities Daily Currency Report: Oct 09, 2014 |
India |
Ashwini Bansod |
|
| 09-Oct-2014 |
A reality check on Indian cement - Ground Zero Magazine: 1 - 31st Oct 2014: Building with Optimism |
India |
Vaibhav Agarwal |
|
| 08-Oct-2014 |
BFSI Monthly - Oct 2014 |
India |
Manish Agarwalla |
|
| 08-Oct-2014 |
Commodities Daily Sugar Report: Oct 08, 2014 |
India |
Ashwini Bansod |
|
| 08-Oct-2014 |
Commodities Daily Currency Report: Oct 08, 2014 |
India |
Ashwini Bansod |
|
| 07-Oct-2014 |
Commodities: Oilseeds and Oils Outlook Report, Oct 7, 2014 |
India |
Rajini Panicker |
|
| 07-Oct-2014 |
Commodities Daily Sugar Report: Oct 07, 2014 |
India |
Ashwini Bansod |
|
| 01-Oct-2014 |
IT Services - Q2FY15 results preview: Robust growth with margin expansion |
India |
Vibhor Singhal |
|
| 01-Oct-2014 |
Commodities: Oilseeds and Oils Outlook Report, Oct 1, 2014 |
India |
Rajini Panicker |
|
| 01-Oct-2014 |
Commodities Daily Sugar Report: Oct 01, 2014 |
India |
Ashwini Bansod |
|
| 01-Oct-2014 |
Commodities Daily Weather Report: Oct 01, 2014 |
India |
Ashwini Bansod |
|
| 29-Sep-2014 |
KAIZEN: Idea#1: Praj Ind ltd (BUY CMP Rs 63, TP Rs 93) |
India |
Vikram Suryavanshi |
|
| 25-Sep-2014 |
Aurobindo Pharma - Foresees sustained value progress |
India |
Surya Patra |
|
| 25-Sep-2014 |
NIIT Technologies - IC - Daring to be different will pay off |
India |
Vibhor Singhal |
|
| 25-Sep-2014 |
IT Services - Sector update: One + One = Eleven |
India |
Vibhor Singhal |
|
| 25-Sep-2014 |
Commodities Daily Sugar Report: Sep 25, 2014 |
India |
Ashwini Bansod |
|
| 25-Sep-2014 |
Commodities Daily Currency Report: Sep 25, 2014 |
India |
Ashwini Bansod |
|
| 25-Sep-2014 |
Commodities Daily Weather Report: Sep 25, 2014 |
India |
Ashwini Bansod |
|
| 23-Sep-2014 |
India Investor Conference - Key Takeaways of 19 September 2014 |
India |
India Research Team |
|
| 23-Sep-2014 |
Commodities Daily Currency Report: Sep 23, 2014 |
India |
Ashwini Bansod |
|
| 23-Sep-2014 |
Commodities Daily Weather Report: Sep 23, 2014 |
India |
Ashwini Bansod |
|
| 19-Sep-2014 |
Commodities Daily Sugar Report: Sep 19, 2014 |
India |
Ashwini Bansod |
|
| 19-Sep-2014 |
Commodities Daily Currency Report: Sep 19, 2014 |
India |
Ashwini Bansod |
|
| 19-Sep-2014 |
Commodities Daily Weather Report: Sep 19, 2014 |
India |
Ashwini Bansod |
|
| 18-Sep-2014 |
Commodities Daily Sugar Report: Sep 18, 2014 |
India |
Ashwini Bansod |
|
| 18-Sep-2014 |
Commodities Daily Currency Report: Sep 18, 2014 |
India |
Ashwini Bansod |
|
| 18-Sep-2014 |
Commodities Daily Weather Report: Sep 18, 2014 |
India |
Ashwini Bansod |
|
| 17-Sep-2014 |
Commodities: Oilseeds and Oils Outlook Report, Sept 17, 2014 |
India |
Rajini Panicker |
|
| 17-Sep-2014 |
Commodities Daily Sugar Report: Sep 17, 2014 |
India |
Ashwini Bansod |
|
| 17-Sep-2014 |
Commodities Daily Weather Report: Sep 17, 2014 |
India |
Ashwini Bansod |
|
| 16-Sep-2014 |
Fall in WPI led by base effect and fuel price correction |
India |
Anjali Verma |
|
| 16-Sep-2014 |
Commodities: Oilseeds and Oils Outlook Report, Sept 16, 2014 |
India |
Rajini Panicker |
|
| 15-Sep-2014 |
Banking Update - Banking sector less impactd by Coal block cancelation |
India |
Manish Agarwalla |
|
| 12-Sep-2014 |
CPI elevated, Core CPI corrects; IIP below expectation |
India |
Anjali Verma |
|
| 12-Sep-2014 |
Commodities Weekly Chana Report: Sep 12, 2014 |
India |
Ashwini Bansod |
|
| 12-Sep-2014 |
Commodities: Oilseeds and Oils Outlook Report, Sept 12, 2014 |
India |
Rajini Panicker |
|
| 12-Sep-2014 |
Commodities Monthly Sugar Report: Sep 12, 2014 |
India |
Ashwini Bansod |
|
| 12-Sep-2014 |
Commodities Daily Sugar Report: Sep 12, 2014 |
India |
Ashwini Bansod |
|
| 12-Sep-2014 |
Commodities Daily Currency Report: Sep 12, 2014 |
India |
Ashwini Bansod |
|
| 12-Sep-2014 |
Commodities Daily Weather Report: Sep 12, 2014 |
India |
Ashwini Bansod |
|
| 11-Sep-2014 |
Commodities: Oilseeds and Oils Outlook Report, Sept 11, 2014 |
India |
Rajini Panicker |
|
| 11-Sep-2014 |
Commodities Daily Sugar Report: Sep 11, 2014 |
India |
Ashwini Bansod |
|
| 11-Sep-2014 |
Commodities Daily Currency Report: Sep 11, 2014 |
India |
Ashwini Bansod |
|
| 11-Sep-2014 |
Commodities Daily Weather Report: Sep 11, 2014 |
India |
Ashwini Bansod |
|
| 10-Sep-2014 |
Commodities DaIly Sugar Report: Sep 10, 2014 |
India |
Ashwini Bansod |
|
| 10-Sep-2014 |
Commodities Daily Currency Report: Sep 10, 2014 |
India |
Ashwini Bansod |
|
| 10-Sep-2014 |
Commodities Daily Weather Report: Sep 10, 2014 |
India |
Ashwini Bansod |
|
| 09-Sep-2014 |
Commodities Daily Currency Report: Sep 09, 2014 |
India |
Ashwini Bansod |
|
| 09-Sep-2014 |
Commodities Daily Weather Report: Sep 09, 2014 |
India |
Ashwini Bansod |
|
| 08-Sep-2014 |
Commodities: Oilseeds and Oils Outlook Report, Sept 08, 2014 |
India |
Rajini Panicker |
|
| 08-Sep-2014 |
Commodities Daily Sugar Report: Sep 08, 2014 |
India |
Ashwini Bansod |
|
| 08-Sep-2014 |
Commodities Daily Weather Report: Sep 08, 2014 |
India |
Ashwini Bansod |
|
| 08-Sep-2014 |
Commodities Daily Currency Report: Sep 08, 2014 |
India |
Ashwini Bansod |
|
| 05-Sep-2014 |
Commodities: Oilseeds and Oils Outlook Report, Sept 05, 2014 |
India |
Rajini Panicker |
|
| 05-Sep-2014 |
Commodities Daily Sugar Report: Sep 05, 2014 |
India |
Ashwini Bansod |
|
| 05-Sep-2014 |
Commodities Daily Currency Report: Sep 05, 2014 |
India |
Ashwini Bansod |
|
| 05-Sep-2014 |
Commodities Daily Weather Report: Sep 05, 2014 |
India |
Ashwini Bansod |
|
| 04-Sep-2014 |
Commodities Daily Currency Report: Sep 04, 2014 |
India |
Ashwini Bansod |
|
| 04-Sep-2014 |
Commodities Daily Weather Report: Sep 04, 2014 |
India |
Ashwini Bansod |
|
| 03-Sep-2014 |
Commodities: Oilseeds and Oils Outlook Report, Sept 03, 2014 |
India |
Rajini Panicker |
|
| 03-Sep-2014 |
Commodities Daily Sugar Report: Sep 03, 2014 |
India |
Ashwini Bansod |
|
| 03-Sep-2014 |
Commodities Daily Currency Report: Sep 03, 2014 |
India |
Ashwini Bansod |
|
| 03-Sep-2014 |
Commodities Daily Weather Report: Sep 03, 2014 |
India |
Ashwini Bansod |
|
| 02-Sep-2014 |
Commodities: Oilseeds and Oils Outlook Report, Sept 02, 2014 |
India |
Rajini Panicker |
|
| 02-Sep-2014 |
Commodities Daily Sugar Report: Sep 02, 2014 |
India |
Ashwini Bansod |
|
| 02-Sep-2014 |
Commodities Daily Currency Report: Sep 02, 2014 |
India |
Ashwini Bansod |
|
| 02-Sep-2014 |
Commodities Daily Weather Report: Sep 02, 2014 |
India |
Ashwini Bansod |
|
| 01-Sep-2014 |
Commodities: Oilseeds and Oils Outlook Report, Sept 01, 2014 |
India |
Rajini Panicker |
|
| 01-Sep-2014 |
Commodities Daily Sugar Report: Sep 01, 2014 |
India |
Ashwini Bansod |
|
| 01-Sep-2014 |
Commodities Daily Weather Report: Sep 01, 2014 |
India |
Ashwini Bansod |
|
| 01-Sep-2014 |
Commodities Daily Currency Report: Sep 01, 2014 |
India |
Ashwini Bansod |
|
| 30-Aug-2014 |
Q1FY15 GDP: Growth ahead of our expectation; full-year growth revised upward to 5.7% |
India |
Anjali Verma |
|
| 28-Aug-2014 |
Dr Reddy’s Laboratories - Powered by +ve verdict on Propofol patent litigation |
India |
Surya Patra |
|
| 27-Aug-2014 |
Commodities: Oilseeds and Oils Outlook Report, Aug 27, 2014 |
India |
Rajini Panicker |
|
| 27-Aug-2014 |
Commodities Daily Sugar Report: Aug 27, 2014 |
India |
Ashwini Bansod |
|
| 27-Aug-2014 |
Commodities Daily Currencies Report: Aug 27, 2014 |
India |
Ashwini Bansod |
|
| 27-Aug-2014 |
Commodities Daily Weather Report: Aug 27, 2014 |
India |
Ashwini Bansod |
|
| 20-Aug-2014 |
Commodities: Oilseeds and Oils Outlook Report, Aug 20, 2014 |
India |
Rajini Panicker |
|
| 19-Aug-2014 |
GMR Infra 1QFY15 - Muted set of results |
India |
Vibhor Singhal |
|
| 19-Aug-2014 |
Commodities Daily Sugar Report: Aug 19, 2014 |
India |
Ashwini Bansod |
|
| 19-Aug-2014 |
Commodities Daily Weather Report: Aug 19, 2014 |
India |
Ashwini Bansod |
|
| 18-Aug-2014 |
Ashoka Buildcon 1QFY15 - Decent set of results; maintain NEUTRAL |
India |
Vibhor Singhal |
|
| 18-Aug-2014 |
Commodities: Oilseeds and Oils Outlook Report, Aug 18, 2014 |
India |
Rajini Panicker |
|
| 18-Aug-2014 |
Commodities Daily Sugar Report: Aug 18, 2014 |
India |
Ashwini Bansod |
|
| 18-Aug-2014 |
Commodities Daily Weather Report: Aug 18, 2014 |
India |
Ashwini Bansod |
|
| 14-Aug-2014 |
WPI below expectation, core drops to 3.6% |
India |
Anjali Verma |
|
| 14-Aug-2014 |
GVK Power 1QFY15 - Nothing to write home about; maintain SELL |
India |
Vibhor Singhal |
|
| 14-Aug-2014 |
Commodities: Oilseeds and Oils Outlook Report, Aug 14, 2014 |
India |
Rajini Panicker |
|
| 14-Aug-2014 |
Commodities Daily Sugar Report: Aug 14, 2014 |
India |
Ashwini Bansod |
|
| 14-Aug-2014 |
Commodities Daily Currency Report: Aug 14, 2014 |
India |
Ashwini Bansod |
|
| 14-Aug-2014 |
Commodities Daily Weather Report: Aug 14, 2014 |
India |
Ashwini Bansod |
|
| 13-Aug-2014 |
NCC 1QFY15 - Along expected lines; maintain BUY |
India |
Vibhor Singhal |
|
| 13-Aug-2014 |
JK Lakshmi Cement - Q1FY15 Call Takeaways - BUY - TP - Rs333 |
India |
Vaibhav Agarwal |
|
| 13-Aug-2014 |
Commodities Monthly Sugar Report: Aug 13, 2014 |
India |
Ashwini Bansod |
|
| 13-Aug-2014 |
India Cements - Maintain BUY (+42%) |
India |
Vaibhav Agarwal |
|
| 13-Aug-2014 |
Commodities Daily Weather Report: Aug 13, 2014 |
India |
Ashwini Bansod |
|
| 12-Aug-2014 |
CPI surge to 8% led by veggies; Industrial output growth drops to a realistic 3.4% |
India |
Anjali Verma |
|
| 12-Aug-2014 |
Divi’s Laboratories - Expects value progress in the subsequent quarters |
India |
Surya Patra |
|
| 11-Aug-2014 |
Commodities: Oilseeds and Oils Outlook Report, Aug 11, 2014 |
India |
Rajini Panicker |
|
| 11-Aug-2014 |
Daily Ideas - 11/AUG/2014 |
India |
India Research Team |
|
| 08-Aug-2014 |
Q1FY15 Result Update: Stronge Core Performance |
India |
Manish Agarwalla |
|
| 08-Aug-2014 |
Aurobindo Pharma - Sees improved operating efficiency in acquired EU operation |
India |
Surya Patra |
|
| 08-Aug-2014 |
Commodities Weekly Chana Report: Aug 08, 2014 |
India |
Ashwini Bansod |
|
| 08-Aug-2014 |
Commodities Daily Sugar Report: Aug 08, 2014 |
India |
Ashwini Bansod |
|
| 08-Aug-2014 |
Commodities Daily Currency Report: Aug 08, 2014 |
India |
Ashwini Bansod |
|
| 08-Aug-2014 |
Commodities Daily Weather Report: Aug 08, 2014 |
India |
Ashwini Bansod |
|
| 07-Aug-2014 |
Commodities: Oilseeds and Oils Outlook Report, Aug 7, 2014 |
India |
Rajini Panicker |
|
| 07-Aug-2014 |
Commodities Daily Sugar Report: Aug 07, 2014 |
India |
Ashwini Bansod |
|
| 07-Aug-2014 |
Commodities Daily Currency Report: Aug 07, 2014 |
India |
Ashwini Bansod |
|
| 07-Aug-2014 |
Commodities Daily Weather Report: Aug 07, 2014 |
India |
Ashwini Bansod |
|
| 07-Aug-2014 |
Daily Ideas - 07/AUG/2014 |
India |
India Research Team |
|
| 06-Aug-2014 |
Adani Ports 1QFY15 Results - Along expected lines; maintain BUY |
India |
Vibhor Singhal |
|
| 06-Aug-2014 |
Commodities: Oilseeds and Oils Outlook Report, Aug 6, 2014 |
India |
Rajini Panicker |
|
| 06-Aug-2014 |
Commodities Daily Sugar Report: Aug 06, 2014 |
India |
Ashwini Bansod |
|
| 06-Aug-2014 |
Commodities Daily Currency Report: Aug 06, 2014 |
India |
Ashwini Bansod |
|
| 06-Aug-2014 |
Commodities Daily Weather Report: Aug 06, 2014 |
India |
Ashwini Bansod |
|
| 05-Aug-2014 |
Dalmia Bharat (+22%) & OCL (+20%): Maintain BUY: Call Takeaways & Update |
India |
Vaibhav Agarwal |
|
| 05-Aug-2014 |
Commodities Weekly Maize Report: Aug 05, 2014 |
India |
Ashwini Bansod |
|
| 05-Aug-2014 |
JK Cement - Conviction BUY - (+49%) |
India |
Vaibhav Agarwal |
|
| 05-Aug-2014 |
Status quo on interest rates, more liquidity at bank’s disposal |
India |
Anjali Verma |
|
| 05-Aug-2014 |
HeidelbergCement India: Q2CY14 Update & Call Takeaways (Maintain BUY TP: Rs 77 (+20%) |
India |
Vaibhav Agarwal |
|
| 05-Aug-2014 |
Commodities: Oilseeds and Oils Outlook Report, Aug 5, 2014 |
India |
Rajini Panicker |
|
| 05-Aug-2014 |
Commodities Daily Sugar Report: Aug 05, 2014 |
India |
Ashwini Bansod |
|
| 05-Aug-2014 |
Commodities Daily Currency Reports: Aug 05, 2014 |
India |
Ashwini Bansod |
|
| 05-Aug-2014 |
Commodities Daily Weather Report: Aug 05, 2014 |
India |
Ashwini Bansod |
|
| 04-Aug-2014 |
Oriental Bank of Commerce - Q1FY15 Result update: Asset quality pain continues |
India |
Manish Agarwalla |
|
| 04-Aug-2014 |
Commodities: Oilseeds and Oils Outlook Report, Aug 4, 2014 |
India |
Rajini Panicker |
|
| 04-Aug-2014 |
Commodities Daily Sugar Report : Aug 04, 2014 |
India |
Ashwini Bansod |
|
| 04-Aug-2014 |
Commodities Daily Currency Report: Aug 04, 2014 |
India |
Ashwini Bansod |
|
| 04-Aug-2014 |
Union Bank of India - Q1FY15 Result update: Balance sheet moderation to improve |
India |
Manish Agarwalla |
|
| 04-Aug-2014 |
Commodities Daily Weather Report: Aug 04, 2014 |
India |
Ashwini Bansod |
|
| 01-Aug-2014 |
IPCA Laboratories - Facility issues loom large |
India |
Surya Patra |
|
| 01-Aug-2014 |
IT Services 1QFY15 Review - Solid start to the year |
India |
Vibhor Singhal |
|
| 01-Aug-2014 |
Commodities Weekly Chana Report: Aug 01, 2014 |
India |
Ashwini Bansod |
|
| 01-Aug-2014 |
Commodities: Oilseeds and Oils Outlook Report, Aug 1, 2014 |
India |
Rajini Panicker |
|
| 01-Aug-2014 |
Commodities Daily Sugar Report: Aug 01, 2014 |
India |
Ashwini Bansod |
|
| 01-Aug-2014 |
Commodities Daily Weather Report: Aug 01, 2014 |
India |
Ashwini Bansod |
|
| 01-Aug-2014 |
Commodities Daily Currency Report: Aug 01, 2014 |
India |
Ashwini Bansod |
|
| 01-Aug-2014 |
Dr Reddy’s Laboratories- Steady progress ahead |
India |
Surya Patra |
|
| 01-Aug-2014 |
Lupin - Guides for robust value growth ahead |
India |
Surya Patra |
|
| 31-Jul-2014 |
HCL Tech 4QFY14 Results: Along expected lines; Maintain BUY |
India |
Vibhor Singhal |
|
| 31-Jul-2014 |
Tech Mahindra 1QFY15 update - One-offs lead to weak margins; Maintain BUY |
India |
Vibhor Singhal |
|
| 31-Jul-2014 |
ICICI Bank - Q1FY15 Result update: Muted fee income moderates core earnings |
India |
Manish Agarwalla |
|
| 31-Jul-2014 |
Concor Q1FY15 update: Healthy volume growth with margin recovery |
India |
Vikram Suryavanshi |
|
| 31-Jul-2014 |
Cadila Healthcare - Strong result but offers limited upside |
India |
Surya Patra |
|
| 31-Jul-2014 |
Commodities: Oilseeds and Oils Outlook Report, Jul 31, 2014 |
India |
Rajini Panicker |
|
| 31-Jul-2014 |
Commodities Daily Sugar Report: July 31, 2014 |
India |
Ashwini Bansod |
|
| 31-Jul-2014 |
Commodities Daily weather Report: July 31, 2014 |
India |
Ashwini Bansod |
|
| 31-Jul-2014 |
Commodities Daily Currency Report: July 31, 2014 |
India |
Ashwini Bansod |
|
| 31-Jul-2014 |
Infrastructure - The Next Three Years |
India |
Vibhor Singhal |
|
| 30-Jul-2014 |
IRB Infra - 1QFY15 - Decent numbers boosted by ‘premium arbitrage’ |
India |
Vibhor Singhal |
|
| 30-Jul-2014 |
Commodities: Oilseeds and Oils Outlook Report, Jul 30, 2014 |
India |
Rajini Panicker |
|
| 30-Jul-2014 |
Commodities Daily Sugar Report: July 30, 2014 |
India |
Ashwini Bansod |
|
| 30-Jul-2014 |
Commodities Daily Weather Report: July 30, 2014 |
India |
Ashwini Bansod |
|
| 30-Jul-2014 |
Commodities Daily Currency Report: July 30, 2014 |
India |
Ashwini Bansod |
|
| 28-Jul-2014 |
Shriram Transport Finance - Q1FY15 Result update: Steady quarter, positive outlook |
India |
Manish Agarwalla |
|
| 28-Jul-2014 |
LIC Housing Finance - Q1FY15 Result update: NIMs impacted by funding mix changes |
India |
Manish Agarwalla |
|
| 28-Jul-2014 |
Persistent Systems - Q1FY15 - Transition in progress; maintain NEUTRAL |
India |
Vibhor Singhal |
|
| 28-Jul-2014 |
Havells 1QFY15 - Modest results; maintain NEUTRAL |
India |
Vibhor Singhal |
|
| 28-Jul-2014 |
Commodities: Oilseeds and Oils Outlook Report, Jul 28, 2014 |
India |
Rajini Panicker |
|
| 28-Jul-2014 |
Commodities Daily Sugar Report: July 28, 2014 |
India |
Ashwini Bansod |
|
| 28-Jul-2014 |
Commodities Daily Weather Report: July 28, 2014 |
India |
Ashwini Bansod |
|
| 28-Jul-2014 |
Commodities Daily Currency Report: July 28, 2014 |
India |
Ashwini Bansod |
|
| 28-Jul-2014 |
Daily Ideas - 28/JUL/2014 |
India |
India Research Team |
|
| 26-Jul-2014 |
Indian Bank - Q1FY15 Result update: Weak growth & NPA erodes earnings |
India |
Manish Agarwalla |
|
| 25-Jul-2014 |
Glenmark Pharma - Foresees al-round progress across geographie |
India |
Surya Patra |
|
| 25-Jul-2014 |
Punjab National Bank - Q1FY15 Result update: At the Cusp of recovery |
India |
Manish Agarwalla |
|
| 25-Jul-2014 |
Biocon - Biopharma API supply issues impacted growth; Near-term earning drivers remain intact |
India |
Surya Patra |
|
| 25-Jul-2014 |
Commodities Weekly Chana Report, July 25 , 2014 |
India |
Ashwini Bansod |
|
| 25-Jul-2014 |
Commodities Daily BMD CPO Futures Report, Jul 25, 2014 |
India |
Manish Agarwalla |
|
| 25-Jul-2014 |
Commodities: Oilseeds and Oils Outlook Report, Jul 25, 2014 |
India |
Rajini Panicker |
|
| 25-Jul-2014 |
Commodities Daily Sugar Report: July 25, 2014 |
India |
Ashwini Bansod |
|
| 25-Jul-2014 |
Commodities Daily Weather Report: July 25, 2014 |
India |
Ashwini Bansod |
|
| 25-Jul-2014 |
Commodities Daily Currency Report: July 25, 2014 |
India |
Ashwini Bansod |
|
| 25-Jul-2014 |
Daily Ideas - 25/JUL/2014 |
India |
Phillip Research Team |
|
| 25-Jul-2014 |
Infra Stocks - BUY : Start of Next Round |
India |
Subodh Gupta |
|
| 24-Jul-2014 |
IPCA Laboratories - Form 483 for API plant erodes US revenue |
India |
Surya Patra |
|
| 24-Jul-2014 |
Wipro 1QFY15 Results - Not Yet; Maintain NEUTRAL |
India |
Vibhor Singhal |
|
| 24-Jul-2014 |
Commodities Daily Maize & Soymeal Futures Report,July 24, 2014 |
India |
Ashwini Bansod |
|
| 24-Jul-2014 |
Commodities Daily Sugar Report: July 24, 2014 |
India |
Ashwini Bansod |
|
| 24-Jul-2014 |
Commodities Daily Currency Report: July 24, 2014 |
India |
Ashwini Bansod |
|
| 24-Jul-2014 |
Commodities Daily Weather Report: July 24, 2014 |
India |
Ashwini Bansod |
|
| 23-Jul-2014 |
KPIT Tech - 1QFY15 - Execution Concerns; Maintain NEUTRAL |
India |
Vibhor Singhal |
|
| 23-Jul-2014 |
Biocon - Take 2: 29% Re-rating led by facts beyond estimates |
India |
Surya Patra |
|
| 23-Jul-2014 |
Commodities Daily Maize & Soymeal Futures Report,July 23, 2014 |
India |
Ashwini Bansod |
|
| 23-Jul-2014 |
UltraTech Cement: Maintain BUY - PT - Rs3,004 (+19% |
India |
Vaibhav Agarwal |
|
| 23-Jul-2014 |
Commodities Daily Sugar Report: July 23, 2014 |
India |
Ashwini Bansod |
|
| 23-Jul-2014 |
Commodities Daily Weather Report: July 23, 2014 |
India |
Ashwini Bansod |
|
| 23-Jul-2014 |
Commodities Daily Currency Report: July 23, 2014 |
India |
Ashwini Bansod |
|
| 23-Jul-2014 |
Axis Bank - Q1FY15 Result update: Slow down impacting fee growth, but asst quality stable |
India |
Manish Agarwalla |
|
| 22-Jul-2014 |
Technical Research: Reliance Industries - Forming a Cup & Handle Formation |
India |
Subodh Gupta |
|
| 22-Jul-2014 |
Commodities Weekly Maize Report: July 22, 2014 |
India |
Ashwini Bansod |
|
| 22-Jul-2014 |
Commodities: Oilseeds and Oils Outlook Report, Jul 22, 2014 |
India |
Rajini Panicker |
|
| 22-Jul-2014 |
Commodities Daily Sugar Report: July 22, 2014 |
India |
Ashwini Bansod |
|
| 22-Jul-2014 |
Commodities Daily Currency Report: July 22, 2014 |
India |
Ashwini Bansod |
|
| 22-Jul-2014 |
Commodities Daily Weather Report: July 22, 2014 |
India |
Ashwini Bansod |
|
| 21-Jul-2014 |
HDFC Bank - Q1FY15 result update: Weak revenue growth dents performance |
India |
Manish Agarwalla |
|
| 21-Jul-2014 |
Canara Bank - Q1FY15 Result update: Weakening Capital Base |
India |
Manish Agarwalla |
|
| 21-Jul-2014 |
HDFC - Q1FY15 Result update: Stable Performance |
India |
Manish Agarwalla |
|
| 21-Jul-2014 |
Daily Ideas - 21/JUL/2014 |
India |
India Research Team |
|
| 17-Jul-2014 |
TCS Q1FY15 Results - And again, and again |
India |
Vibhor Singhal |
|
| 17-Jul-2014 |
Commodities Daily Maize & Soymeal Futures Report,July 17, 2014 |
India |
Rajini Panicker |
|
| 17-Jul-2014 |
Commodities: Oilseeds and Oils Outlook Report, Jul 17, 2014 |
India |
Rajini Panicker |
|
| 17-Jul-2014 |
Commodities Daily Sugar Report: July 17, 2014 |
India |
Ashwini Bansod |
|
| 17-Jul-2014 |
Commodities Daily Currency Report: July 17, 2014 |
India |
Ashwini Bansod |
|
| 17-Jul-2014 |
Commodities Daily Weather Report: July 17, 2014 |
India |
Ashwini Bansod |
|
| 16-Jul-2014 |
DCB Bank - Strong Core Earnings - Q1FY15 Result Update |
India |
Manish Agarwalla |
|
| 16-Jul-2014 |
Wipro Company Update - Turning the corner? |
India |
Vibhor Singhal |
|
| 16-Jul-2014 |
Commodities Daily Maize & Soymeal Futures Report,July 16, 2014 |
India |
Rajini Panicker |
|
| 16-Jul-2014 |
Commodities: Oilseeds and Oils Outlook Report, Jul 16, 2014 |
India |
Rajini Panicker |
|
| 16-Jul-2014 |
Commodities Daily Sugar Report: July 16, 2014 |
India |
Ashwini Bansod |
|
| 16-Jul-2014 |
Commodities Daily Weather Report: July 16, 2014 |
India |
Ashwini Bansod |
|
| 16-Jul-2014 |
Commodities Daily Currency Report: July 16, 2014 |
India |
Ashwini Bansod |
|
| 16-Jul-2014 |
Trade deficit at 11-month high, lower exports and imports |
India |
Anjali Verma |
|
| 15-Jul-2014 |
Commodities Weekly Maize Report: July 15, 2014 |
India |
Ashwini Bansod |
|
| 15-Jul-2014 |
Commodities: Oilseeds and Oils Outlook Report, Jul 15, 2014 |
India |
Rajini Panicker |
|
| 15-Jul-2014 |
Commodities Daily Sugar Report: July 15, 2014 |
India |
Ashwini Bansod |
|
| 15-Jul-2014 |
Commodities Daily Currency Report: July 15, 2014 |
India |
Ashwini Bansod |
|
| 14-Jul-2014 |
Favorable base effect aids CPI decline to 7.3%, monthly pace of inflation rising |
India |
Anjali Verma |
|
| 14-Jul-2014 |
Commodities Daily Maize & Soymeal Futures Report,July 14, 2014 |
India |
Rajini Panicker |
|
| 14-Jul-2014 |
Container Corporation - Initiating with BUY: ‘Concors’ with future growth |
India |
Vikram Suryavanshi |
|
| 14-Jul-2014 |
June WPI below expectation; core and food inflation higher |
India |
Anjali Verma |
|
| 14-Jul-2014 |
Commodities Daily Sugar Report: July 14, 2014 |
India |
Ashwini Bansod |
|
| 14-Jul-2014 |
Commodities Daily Currency Report: July 14, 2014 |
India |
Ashwini Bansod |
|
| 11-Jul-2014 |
IIP: Second consecutive month of positive surprise |
India |
Anjali Verma |
|
| 11-Jul-2014 |
Infosys Q1FY15: Muted growth, Strong margins, Maintain NEUTRAL |
India |
Vibhor Singhal |
|
| 11-Jul-2014 |
Commodities Daily Sugar Report: July 11, 2014 |
India |
Ashwini Bansod |
|
| 11-Jul-2014 |
Commodities Daily Currency Report: July 11, 2014 |
India |
Ashwini Bansod |
|
| 10-Jul-2014 |
Union Budget (Macro): Sets a positive tone, focus on stimulating growth |
India |
Anjali Verma |
|
| 10-Jul-2014 |
IndusInd Bank - In line with stable asset quality - Q1FY15 Result Update |
India |
Manish Agarwalla |
|
| 10-Jul-2014 |
Union Budget 2014-15: Clear, Incisive and a Realist’s budget |
India |
India Research Team |
|
| 10-Jul-2014 |
Daily Ideas - 11/JUL/2014 |
India |
India Research Team |
|
| 10-Jul-2014 |
Q1FY15 Earnings Preview - Earnings trajectory improving |
India |
India Research Team |
|
| 10-Jul-2014 |
Commodities Daily Sugar Report: July 10, 2014 |
India |
Ashwini Bansod |
|
| 10-Jul-2014 |
Commodities Daily Currency Report: July 10, 2014 |
India |
Ashwini Bansod |
|
| 09-Jul-2014 |
IT Service 1QFY15 Preview - Robust growth with margin contraction |
India |
Vibhor Singhal |
|
| 09-Jul-2014 |
Commodities Daily Sugar Report: July 09, 2014 |
India |
Ashwini Bansod |
|
| 09-Jul-2014 |
Commodities Daily Currency Report: July 09, 2014 |
India |
Ashwini Bansod |
|
| 08-Jul-2014 |
Commodities Weekly Maize Report: July 08, 2014 |
India |
Ashwini Bansod |
|
| 08-Jul-2014 |
Commodities Daily Sugar Report: July 08, 2014 |
India |
Ashwini Bansod |
|
| 08-Jul-2014 |
Commodities Daily Currency Report: July 08, 2014 |
India |
Ashwini Bansod |
|
| 08-Jul-2014 |
Daily Ideas - 08/JUL/2014 |
India |
India Research Team |
|
| 07-Jul-2014 |
Commodities Daily Maize & Soymeal Futures Report, July 7, 2014 |
India |
Ashwini Bansod |
|
| 07-Jul-2014 |
Commodities Daily Sugar Report: July 07, 2014 |
India |
Ashwini Bansod |
|
| 07-Jul-2014 |
Commodities Daily Currency Report: July 07, 2014 |
India |
Ashwini Bansod |
|
| 04-Jul-2014 |
Commodities Weekly Chana Report, July 4 , 2014 |
India |
Ashwini Bansod |
|
| 04-Jul-2014 |
Pre Budget Expectation: Acid test for the new government |
India |
India Research Team |
|
| 04-Jul-2014 |
Union Budget Preview: Too early to walk the talk |
India |
Anjali Verma |
|
| 04-Jul-2014 |
Commodities Daily Sugar Report: July 04, 2014 |
India |
Ashwini Bansod |
|
| 04-Jul-2014 |
Commodities Daily Currency Report: July 04, 2014 |
India |
Ashwini Bansod |
|
| 03-Jul-2014 |
Commodities Daily Maize & Soymeal Futures Report, July 3, 2014 |
India |
Ashwini Bansod |
|
| 03-Jul-2014 |
Commodities Daily Sugar Report: July 03, 2014 |
India |
Ashwini Bansod |
|
| 03-Jul-2014 |
Commodities Daily Currency Report: July 03, 2014 |
India |
Ashwini Bansod |
|
| 02-Jul-2014 |
Commodities Daily Maize & Soymeal Futures Report, July 2, 2014 |
India |
Ashwini Bansod |
|
| 02-Jul-2014 |
Commodities Daily Currency Report: July 02, 2014 |
India |
Ashwini Bansod |
|
| 01-Jul-2014 |
Commodities Weekly Maize Report: July 01, 2014 |
India |
Ashwini Bansod |
|
| 01-Jul-2014 |
Commodities Daily Maize & Soymeal Futures Report, July 1, 2014 |
India |
Ashwini Bansod |
|
| 01-Jul-2014 |
Commodities Daily Sugar Report: July 01, 2014 |
India |
Ashwini Bansod |
|
| 01-Jul-2014 |
Commodities Daily Currency Report: July 01, 2014 |
India |
Ashwini Bansod |
|
| 01-Jul-2014 |
Fiscal deficit at 6-year high; Core sector remains muted |
India |
Anjali Verma |
|
| 30-Jun-2014 |
Commodities Daily Maize & Soymeal Futures Report, June 30, 2014 |
India |
Ashwini Bansod |
|
| 30-Jun-2014 |
Commodities Daily Weather Report: June 30, 2014 |
India |
Ashwini Bansod |
|
| 30-Jun-2014 |
Commodities Daily Sugar Report: June 30, 2014 |
India |
Ashwini Bansod |
|
| 30-Jun-2014 |
Commodities Daily Currency Report: June 30, 2014 |
India |
Ashwini Bansod |
|
| 27-Jun-2014 |
Commodities Daily Maize & Soymeal Futures Report, June 27, 2014 |
India |
Ashwini Bansod |
|
| 27-Jun-2014 |
Commodities Weekly Chana Report, June 27 , 2014 |
India |
Ashwini Bansod |
|
| 27-Jun-2014 |
Commodities Daily Sugar Report: June 27, 2014 |
India |
Ashwini Bansod |
|
| 27-Jun-2014 |
Commodities Daily Currency Report: June 27, 2014 |
India |
Ashwini Bansod |
|
| 27-Jun-2014 |
Commodities Daily Weather Report: June 27, 2014 |
India |
Ashwini Bansod |
|
| 25-Jun-2014 |
Commodities Daily Maize & Soymeal Futures Report,June 25, 2014 |
India |
Rajini Panicker |
|
| 25-Jun-2014 |
Commodities Daily Sugar Report: June 25, 2014 |
India |
Ashwini Bansod |
|
| 25-Jun-2014 |
Commodities Daily Currency Report: June 25, 2014 |
India |
Ashwini Bansod |
|
| 25-Jun-2014 |
Commodities Daily Weather Report: June 25, 2014 |
India |
Ashwini Bansod |
|
| 24-Jun-2014 |
Commodities Weekly Maize Report: June 24, 2014 |
India |
Ashwini Bansod |
|
| 24-Jun-2014 |
Commodities Daily Sugar Report: June 24, 2014 |
India |
Ashwini Bansod |
|
| 24-Jun-2014 |
Commodities Daily Currency Report: June 24, 2014 |
India |
Ashwini Bansod |
|
| 24-Jun-2014 |
Commodities Daily Weather Report: June 24, 2014 |
India |
Ashwini Bansod |
|
| 20-Jun-2014 |
Commodities Daily Sugar Report: June 20, 2014 |
India |
Ashwini Bansod |
|
| 20-Jun-2014 |
Commodities Daily Currency Report: June 20, 2014 |
India |
Ashwini Bansod |
|
| 20-Jun-2014 |
Commodities Daily Weather Report: June 20, 2014 |
India |
Ashwini Bansod |
|
| 19-Jun-2014 |
Commodities Daily Maize & Soymeal Futures Report,June 19, 2014 |
India |
Rajini Panicker |
|
| 19-Jun-2014 |
Commodities Daily Sugar Report: June 19, 2014 |
India |
Ashwini Bansod |
|
| 18-Jun-2014 |
Commodities Daily Maize & Soymeal Futures Report,June 18, 2014 |
India |
Rajini Panicker |
|
| 18-Jun-2014 |
Commodities Daily Sugar Report: June 18, 2014 |
India |
Ashwini Bansod |
|
| 18-Jun-2014 |
Commodities Daily Currency Report: June 18, 2014 |
India |
Ashwini Bansod |
|
| 18-Jun-2014 |
Commodities Daily Weather Report: June 18, 2014 |
India |
Ashwini Bansod |
|
| 17-Jun-2014 |
Commodities Daily Maize & Soymeal Futures Report,June 17, 2014 |
India |
Rajini Panicker |
|
| 17-Jun-2014 |
Commodities Weekly Maize Report: June 17, 2014 |
India |
Ashwini Bansod |
|
| 17-Jun-2014 |
Commodities Daily Sugar Report: June 17, 2014 |
India |
Ashwini Bansod |
|
| 17-Jun-2014 |
Commodities Daily Currency Report: June 17, 2014 |
India |
Ashwini Bansod |
|
| 17-Jun-2014 |
Commodities Daily Weather Report: June 17, 2014 |
India |
Ashwini Bansod |
|
| 16-Jun-2014 |
Higher prices across the segments, Core inflation inch up to 3.8% |
India |
Anjali Verma |
|
| 16-Jun-2014 |
Commodities Daily Sugar Report: June 16, 2014 |
India |
Ashwini Bansod |
|
| 16-Jun-2014 |
Commodities Daily Currency Report: June 16, 2014 |
India |
Ashwini Bansod |
|
| 16-Jun-2014 |
Commodities Daily Weather Report: June 16, 2014 |
India |
Ashwini Bansod |
|
| 16-Jun-2014 |
Ground Zero Magazine - 16-30 April: A PhillipCapital Publication |
India |
India Research Team |
|
| 13-Jun-2014 |
Commodities Daily Sugar Report: June 13, 2014 |
India |
Ashwini Bansod |
|
| 13-Jun-2014 |
Commodities Daily Currency Report: June 13, 2014 |
India |
Ashwini Bansod |
|
| 13-Jun-2014 |
Commodities Daily Weather Report: June 13, 2014 |
India |
Ashwini Bansod |
|
| 13-Jun-2014 |
Daily Ideas - 13/JUL/2014 |
India |
India Research Team |
|
| 12-Jun-2014 |
Mild drop in CPI, Core inflation stable; Industrial output ascends to 3.4% |
India |
India Research Team |
|
| 12-Jun-2014 |
Commodities Daily Maize & Soymeal Futures Report,June 12, 2014 |
India |
Rajini Panicker |
|
| 11-Jun-2014 |
Higher oil and gold imports led to rise in May deficit |
India |
India Research Team |
|
| 11-Jun-2014 |
Commodities Daily Maize & Soymeal Futures Report,June 11, 2014 |
India |
Rajini Panicker |
|
| 11-Jun-2014 |
Commodities Daily Sugar Report: June 11, 2014 |
India |
Ashwini Bansod |
|
| 11-Jun-2014 |
Commodities Daily Weather Report: June 11, 2014 |
India |
Ashwini Bansod |
|
| 10-Jun-2014 |
Commodities Daily Maize & Soymeal Futures Report, June 10, 2014 |
India |
Rajini Panicker |
|
| 09-Jun-2014 |
IMD revises down rainfall forecast to 93% from 95% |
India |
Anjali Verma |
|
| 09-Jun-2014 |
Commodities Daily Maize & Soymeal Futures Report,June 09, 2014 |
India |
Rajini Panicker |
|
| 09-Jun-2014 |
Commodities Daily Sugar Report: June 09, 2014 |
India |
Ashwini Bansod |
|
| 09-Jun-2014 |
Commodities Weekly Chana Report: June 09, 2014 |
India |
Ashwini Bansod |
|
| 09-Jun-2014 |
Commodities Daily Currency Report: June 09, 2014 |
India |
Ashwini Bansod |
|
| 09-Jun-2014 |
Commodities Daily Weather Report: June 09, 2014 |
India |
Ashwini Bansod |
|
| 09-Jun-2014 |
Daily Ideas - 09/JUN/2014 |
India |
India Research Team |
|
| 06-Jun-2014 |
Commodities Sugar Monthly Outlook Report Report - June 6, 2014 |
India |
Ashwini Bansod |
|
| 06-Jun-2014 |
Commodities Daily Sugar Report: June 06, 2014 |
India |
Ashwini Bansod |
|
| 06-Jun-2014 |
Commodities Daily Currency Report: June 06, 2014 |
India |
Ashwini Bansod |
|
| 06-Jun-2014 |
Commodities Daily Weather Report: June 06, 2014 |
India |
Ashwini Bansod |
|
| 05-Jun-2014 |
Commodities Daily Maize & Soymeal Futures Report,June 05, 2014 |
India |
Rajini Panicker |
|
| 05-Jun-2014 |
Commodities: Oilseeds and Oils Outlook Report, Jun 5, 2014 |
India |
Rajini Panicker |
|
| 04-Jun-2014 |
Commodities Daily Sugar Report: June 04, 2014 |
India |
Ashwini Bansod |
|
| 04-Jun-2014 |
Commodities Daily Currency Report: June 04, 2014 |
India |
Ashwini Bansod |
|
| 04-Jun-2014 |
Commodities Daily Weather Report: June 04, 2014 |
India |
Ashwini Bansod |
|
| 03-Jun-2014 |
Aurobindo Pharma - Strong Q4 but loss making acquisition looms large |
India |
Surya Patra |
|
| 03-Jun-2014 |
GMR Infra: 4QFY14 Results - Along expected lines; maintain BUY |
India |
Vibhor Singhal |
|
| 03-Jun-2014 |
Status quo on interest rates, focus on liquidity provision; statement dovish |
India |
Anjali Verma |
|
| 03-Jun-2014 |
GVK Power 4QFY14 - Disappointing yet again; downgrade to SEL |
India |
Vibhor Singhal |
|
| 03-Jun-2014 |
Commodities Weekly Maize Report, June 3, 2014 |
India |
Ashwini Bansod |
|
| 03-Jun-2014 |
Commodities Daily Sugar Report: June 03, 2014 |
India |
Ashwini Bansod |
|
| 03-Jun-2014 |
Commodities Daily Currency Report: June 03, 2014 |
India |
Ashwini Bansod |
|
| 03-Jun-2014 |
Commodities Daily Weather Report, June 3, 2014 |
India |
Ashwini Bansod |
|
| 03-Jun-2014 |
Daily Ideas - 03/JUN/2014 |
India |
India Research Team |
|
| 02-Jun-2014 |
IPCA Laboratories - Foresees steady progress |
India |
Surya Patra |
|
| 02-Jun-2014 |
Commodities Daily Maize & Soymeal Futures Report,June 02, 2014 |
India |
Rajini Panicker |
|
| 02-Jun-2014 |
Commodities Daily Sugar Report: June 02, 2014 |
India |
Ashwini Bansod |
|
| 02-Jun-2014 |
Commodities Daily Currency Report: June 02, 2014 |
India |
Ashwini Bansod |
|
| 01-Jun-2014 |
Ground Zero Magazine - 1- 15th June 2014: A PhillipCapital Thematic Publication |
India |
India Research Team |
|
| 30-May-2014 |
Sun Pharma - Strong results and in line guidance |
India |
Surya Patra |
|
| 30-May-2014 |
Strong agriculture and consumption growth; FY14 fiscal deficit lower at 4.5% |
India |
Anjali Verma |
|
| 30-May-2014 |
Commodities Weekly Chana Report, May 30 , 2014 |
India |
Ashwini Bansod |
|
| 30-May-2014 |
Commodities Daily Currency Report: May 30, 2014 |
India |
Ashwini Bansod |
|
| 29-May-2014 |
The India Cements: Maintain BUY - TP - Rs155(+60%) - Q4FY14 Call Takeaways |
India |
Vaibhav Agarwal |
|
| 29-May-2014 |
Havells 4QFY14: Mixed set of numbers; maintain NEUTRAL |
India |
Vibhor Singhal |
|
| 29-May-2014 |
Commodities Daily Sugar Report: May 29, 2014 |
India |
Ashwini Bansod |
|
| 29-May-2014 |
Daily Ideas - 29/MAY/2014 |
India |
India Research Team |
|
| 29-May-2014 |
Commodities Daily Currency Report: May 29, 2014 |
India |
Ashwini Bansod |
|
| 27-May-2014 |
JK Lakshmi Cement: Q4FY14 Call Takeaways & Update: Maintain BUY - TP - Rs222 |
India |
Vaibhav Agarwal |
|
| 27-May-2014 |
Q4 CAD contained at 0.3%, expected to widen in FY15 |
India |
Anjali Verma |
|
| 27-May-2014 |
Commodities Weekly Maize Report, May 27, 2014 |
India |
Ashwini Bansod |
|
| 27-May-2014 |
Commodities Daily Sugar Report: May 27, 2014 |
India |
Ashwini Bansod |
|
| 27-May-2014 |
Commodities Daily Currency Report: May 27, 2014 |
India |
Ashwini Bansod |
|
| 27-May-2014 |
Daily Ideas - 27/MAY/2014 |
India |
India Research Team |
|
| 26-May-2014 |
Commodities Daily Maize & Soymeal Futures Report, May 26, 2014 |
India |
Rajini Panicker |
|
| 26-May-2014 |
Commodities Daily Sugar Report: May 26, 2014 |
India |
Ashwini Bansod |
|
| 26-May-2014 |
Commodities Daily Currency Report: May 26, 2014 |
India |
Ashwini Bansod |
|
| 26-May-2014 |
SBI - Strong Performance... can it sustain?? - Q4FY14 Results |
India |
Manish Agarwalla |
|
| 26-May-2014 |
Divi’s Laboratories - Growth outlook remain intact |
India |
Surya Patra |
|
| 23-May-2014 |
JK Cement - Maintain BUY (+24%) - Q4FY14 Earnings Note & Management Call Takeaways |
India |
Vaibhav Agarwal |
|
| 23-May-2014 |
Commodities Weekly Chana Report, May 23 , 2014 |
India |
Ashwini Bansod |
|
| 23-May-2014 |
Commodities Daily Sugar Report: May 23, 2014 |
India |
Ashwini Bansod |
|
| 23-May-2014 |
Commodities Daily Currency Report: May 23, 2014 |
India |
Ashwini Bansod |
|
| 23-May-2014 |
Daily Ideas - 23/MAY/2014 |
India |
India Research Team |
|
| 22-May-2014 |
Dalmia Bharat (+34%) & OCL India (+29%) - Call Takeaways - Maintain BUY |
India |
Vaibhav Agarwal |
|
| 22-May-2014 |
Mangalam Cement: Maintain Neutral (+1%): Q4FY14 Call Takeaways & Update |
India |
Vaibhav Agarwal |
|
| 22-May-2014 |
IRB Infra 4QFY14 - Along expected lines; maintain BUY |
India |
Vibhor Singhal |
|
| 22-May-2014 |
Commodities Daily Sugar Report: May 22, 2014 |
India |
Ashwini Bansod |
|
| 22-May-2014 |
Commodities Daily Currency Report: May 22, 2014 |
India |
Ashwini Bansod |
|
| 21-May-2014 |
Commodities Daily Sugar Report: May 21, 2014 |
India |
Ashwini Bansod |
|
| 21-May-2014 |
Commodities Daily Currency Report: May 21, 2014 |
India |
Ashwini Bansod |
|
| 21-May-2014 |
Daily Ideas - 21/MAY/2014 |
India |
India Research Team |
|
| 20-May-2014 |
Commodities Daily Maize & Soymeal Futures Report, May 20, 2014 |
India |
Rajini Panicker |
|
| 20-May-2014 |
Commodities Weekly Maize Report, May 20, 2014 |
India |
Ashwini Bansod |
|
| 20-May-2014 |
Commodities Daily Sugar Report: May 20, 2014 |
India |
Ashwini Bansod |
|
| 20-May-2014 |
Commodities Daily Currency Report: May 20, 2014 |
India |
Ashwini Bansod |
|
| 19-May-2014 |
Commodities Daily Maize & Soymeal Futures Report, May 19, 2014 |
India |
Rajini Panicker |
|
| 19-May-2014 |
Commodities Daily Sugar Report: May 19, 2014 |
India |
Ashwini Bansod |
|
| 19-May-2014 |
Indian Pharma - Pins no major hope from New Govt |
India |
Surya Patra |
|
| 19-May-2014 |
Lok Sabha 2014: Resuscitating India! |
India |
India Research Team |
|
| 19-May-2014 |
Cadila Healthcare - Foresees strong value progress over FY14-16 |
India |
Surya Patra |
|
| 19-May-2014 |
Commodities Daily Currency Report: May 19, 2014 |
India |
Ashwini Bansod |
|
| 16-May-2014 |
Commodities Daily Maize & Soymeal Futures Report, May 16, 2014 |
India |
Rajini Panicker |
|
| 16-May-2014 |
Commodities Weekly Chana Report, May 16 , 2014 |
India |
Ashwini Bansod |
|
| 16-May-2014 |
Adani Ports 4QFY14 Results - Along expected lines |
India |
Vibhor Singhal |
|
| 16-May-2014 |
Commodities Daily Sugar Report: May 16, 2014 |
India |
Ashwini Bansod |
|
| 16-May-2014 |
UltraTech Cement - Maintain BUY; UPGRADE PT to Rs2,798 (+25% |
India |
Vaibhav Agarwal |
|
| 16-May-2014 |
Commodities Daily Currency Report: May 16, 2014 |
India |
Ashwini Bansod |
|
| 15-May-2014 |
WPI drops to 5.2% led by fuel and manufacturing |
India |
Anjali Verma |
|
| 15-May-2014 |
Daily Ideas - 15/MAY/2014 (TATA IN) |
India |
India Research Team |
|
| 14-May-2014 |
Tech Mahindra 4QFY14 Results - Along expected lines; maintain BUY |
India |
Vibhor Singhal |
|
| 14-May-2014 |
Dr Reddy’s Laboratorie - Focus on complex generics to drive growth |
India |
Surya Patra |
|
| 13-May-2014 |
Shree Cement Meeting Update - Target Rs 6,347 |
India |
Vaibhav Agarwal |
|
| 13-May-2014 |
BOB - Strong Asset quality Performance - Q4FY14 Results |
India |
Manish Agarwalla |
|
| 13-May-2014 |
PNB - Asset quality Dissappoints - Q4FY14 Results |
India |
Manish Agarwalla |
|
| 13-May-2014 |
ModiNomics - Mr Modi Economic thoughts |
India |
Anjali Verma |
|
| 13-May-2014 |
Commodities Weekly Maize Report, May 13, 2014 |
India |
Ashwini Bansod |
|
| 13-May-2014 |
Commodities Daily Sugar Report: May 13, 2014 |
India |
Ashwini Bansod |
|
| 13-May-2014 |
Commodities Daily Currency Report: May 13, 2014 |
India |
Ashwini Bansod |
|
| 13-May-2014 |
Lok Sabha 2014: Exit Poll: Comprehensive Analysis and prefered stock picks |
India |
India Research Team |
|
| 12-May-2014 |
Higher food inflation weighs on CPI; manufacturing output ahead of expectation |
India |
Anjali Verma |
|
| 12-May-2014 |
Daily Ideas - 12/MAY/2014 |
India |
India Research Team |
|
| 12-May-2014 |
Commodities Daily Sugar Trades Report: May 12, 2014 |
India |
Ashwini Bansod |
|
| 12-May-2014 |
Commodities Daily Currency Report: May 12, 2014 |
India |
Ashwini Bansod |
|
| 09-May-2014 |
Glenmark Pharma - Strong earnings but faced a setback in discovery R&D |
India |
Surya Patra |
|
| 09-May-2014 |
Apr deficit stable at US$ 10bn, Import contraction continued |
India |
Anjali Verma |
|
| 09-May-2014 |
Daily Ideas - 09/MAY/2014 (Iron ore) |
India |
India Research Team |
|
| 09-May-2014 |
Lupin - Enhanced focus on specialty generics; Upgrade to BUY |
India |
Surya Patra |
|
| 08-May-2014 |
Union Bank - Asset quality disappointment continues - Q4FY14 Results |
India |
Manish Agarwalla |
|
| 08-May-2014 |
Commodities Daily Maize & Soymeal Futures Report, May 08, 2014 |
India |
Rajini Panicker |
|
| 08-May-2014 |
Commodities Daily Sugar Report: May 08, 2014 |
India |
Ashwini Bansod |
|
| 08-May-2014 |
HeidelbergCement India - Q1CY14 - BUY (+23%) - Call Takeaways and Update |
India |
Vaibhav Agarwal |
|
| 08-May-2014 |
IRB Infra - New orders boost visibility; upgrade to BUY |
India |
Vibhor Singhal |
|
| 08-May-2014 |
Daily Ideas - 08/MAY/2014 |
India |
India Research Team |
|
| 08-May-2014 |
Commodities Daily Currency Report: May 08, 2014 |
India |
Ashwini Bansod |
|
| 07-May-2014 |
Commodities Daily Maize & Soymeal Futures Report, May 07, 2014 |
India |
Rajini Panicker |
|
| 07-May-2014 |
Commodities Daily Sugar Report: May 07, 2014 |
India |
Ashwini Bansod |
|
| 07-May-2014 |
Commodities Daily Currency Report: May 07, 2014 |
India |
Ashwini Bansod |
|
| 07-May-2014 |
Daily Ideas - 07/MAY/2014 (TTAN IN) |
India |
India Research Team |
|
| 06-May-2014 |
HDFC: Retail segment drives growth - Q4FY14 Results |
India |
Manish Agarwalla |
|
| 06-May-2014 |
Commodities Daily Maize & Soymeal Futures Report, May 06, 2014 |
India |
Rajini Panicker |
|
| 06-May-2014 |
Commodities Weekly Maize Report, May 6, 2014 |
India |
Ashwini Bansod |
|
| 06-May-2014 |
Canara Bank - Asset quality surprise a window dressing - Q4FY14 Result |
India |
Manish Agarwalla |
|
| 06-May-2014 |
Commodities Daily Sugar Report: May 06, 2014 |
India |
Ashwini Bansod |
|
| 06-May-2014 |
Commodities Daily Currency Report: May 06, 2014 |
India |
Ashwini Bansod |
|
| 06-May-2014 |
Daily Ideas - 06/MAY/2014 |
India |
India Research Team |
|
| 05-May-2014 |
Commodities Daily Sugar Report: May 05, 2014 |
India |
Ashwini Bansod |
|
| 05-May-2014 |
Commodities Daily Currency Report: May 05, 2014 |
India |
Ashwini Bansod |
|
| 02-May-2014 |
Commodities Daily Maize & Soymeal Futures Report, May 02, 2014 |
India |
Rajini Panicker |
|
| 02-May-2014 |
Commodities Weekly Chana Report, May 2 , 2014 |
India |
Ashwini Bansod |
|
| 02-May-2014 |
Commodities Daily Sugar Report: May 02, 2014 |
India |
Ashwini Bansod |
|
| 02-May-2014 |
Commodities Daily Currency Report: May 02, 2014 |
India |
Ashwini Bansod |
|
| 01-May-2014 |
Ground Zero Magazine - 1-31st May 2014: A PhillipCapital Publication |
India |
India Research Team |
|
| 01-May-2014 |
OBC - Exceptional income marginalised asset quality pain - Q4FY14 Result Update |
India |
Manish Agarwalla |
|
| 30-Apr-2014 |
Commodities Daily Maize & Soymeal Futures Report, April 30, 2014 |
India |
Rajini Panicker |
|
| 30-Apr-2014 |
Commodities Daily Sugar Report: Apr 30, 2014 |
India |
Ashwini Bansod |
|
| 30-Apr-2014 |
KPIT Tech 4QFY14 - Along expected lines; maintain NEUTRAL |
India |
Vibhor Singhal |
|
| 30-Apr-2014 |
Commodities Daily Currency Report: Apr 30, 2014 |
India |
Ashwini Bansod |
|
| 29-Apr-2014 |
UltraTech Cement - Maintain BUY - Price Target Rs2,386 (+16%) |
India |
Vaibhav Agarwal |
|
| 29-Apr-2014 |
Shree Cement Q3FY14 Results: Maintain BUY (+11%) |
India |
Vaibhav Agarwal |
|
| 29-Apr-2014 |
Glenmark Pharma Management Meet Note - Upgrade to conviction BUY with upward revised TP of Rs 744 |
India |
Surya Patra |
|
| 29-Apr-2014 |
Commodities Weekly Maize Report, April 29, 2014 |
India |
Ashwini Bansod |
|
| 29-Apr-2014 |
Commodities: Oils and Oilseeds Monthly Outlook Report : June`14 Futures |
India |
Rajini Panicker |
|
| 29-Apr-2014 |
Commodities Daily Sugar Report: Apr 29, 2014 |
India |
Ashwini Bansod |
|
| 29-Apr-2014 |
Commodities Daily Currency Report: Apr 29, 2014 |
India |
Ashwini Bansod |
|
| 28-Apr-2014 |
Commodities Daily Currency Report: Apr 28, 2014 |
India |
Ashwini Bansod |
|
| 28-Apr-2014 |
RBI Minutes: Inflation sticky, CPI to again rise in Oct-Nov |
India |
Anjali Verma |
|
| 26-Apr-2014 |
Biocon - Multiple earning triggers on the cards; FY15 could be an eventful year - Q4FY14 Rersul |
India |
Surya Patra |
|
| 25-Apr-2014 |
Axis Bank- Margin surprise, asset quality in line -Q4FY14 Result Update |
India |
Manish Agarwalla |
|
| 25-Apr-2014 |
ICICI Bank- Asset quality pressure persists -Q4FY14 Result Update |
India |
Manish Agarwalla |
|
| 25-Apr-2014 |
Commodities Daily Maize & Soymeal Futures Report, April 25, 2014 |
India |
Rajini Panicker |
|
| 25-Apr-2014 |
Commodities Daily Sugar Report: Apr 25, 2014 |
India |
Ashwini Bansod |
|
| 25-Apr-2014 |
Commodities Daily Currency Report: Apr 25, 2014 |
India |
Ashwini Bansod |
|
| 23-Apr-2014 |
Commodities Daily Maize & Soymeal Futures Report, April 23, 2014 |
India |
Rajini Panicker |
|
| 23-Apr-2014 |
Commodities Daily Sugar Report: Apr 23, 2014 |
India |
Ashwini Bansod |
|
| 23-Apr-2014 |
Commodities Daily Currency Report: Apr 23, 2014 |
India |
Ashwini Bansod |
|
| 23-Apr-2014 |
Daily Ideas - 23/APR/2014 |
India |
India Research Team |
|
| 22-Apr-2014 |
HDFC Bank-Stable Performance-Q4FY14 Result Update |
India |
Manish Agarwalla |
|
| 22-Apr-2014 |
Commodities Daily Maize & Soymeal Futures Report, April 22, 2014 |
India |
Rajini Panicker |
|
| 22-Apr-2014 |
Commodities Daily Sugar Report: Apr 22, 2014 |
India |
Ashwini Bansod |
|
| 22-Apr-2014 |
Commodities Daily Currency Report: Apr 22, 2014 |
India |
Ashwini Bansod |
|
| 22-Apr-2014 |
Daily Ideas - 22/APR/2014 |
India |
India Research Team |
|
| 21-Apr-2014 |
Persistent Systems 4QFY14 - Results in-line; Valuation to limit upside potential |
India |
Vibhor Singhal |
|
| 21-Apr-2014 |
Commodities Daily Maize & Soymeal Futures Report, April 21, 2014 |
India |
Rajini Panicker |
|
| 21-Apr-2014 |
IT Services - Switch to TCS for favorable risk-reward profile |
India |
Vibhor Singhal |
|
| 21-Apr-2014 |
Commodities Daily Sugar Report: Apr 21, 2014 |
India |
Ashwini Bansod |
|
| 21-Apr-2014 |
Daily Ideas - 21/APR/2014 |
India |
India Research Team |
|
| 21-Apr-2014 |
Commodities Daily Currency Report: Apr 21, 2014 |
India |
Ashwini Bansod |
|
| 18-Apr-2014 |
Wipro 4QFY14 Results - Mixed results; Disappointing guidance |
India |
Vibhor Singhal |
|
| 17-Apr-2014 |
HCL Tech 3QFY14 Results - Strong performance; maintain BUY |
India |
Vibhor Singhal |
|
| 17-Apr-2014 |
DCB Bank Q4FY14 - Income stream moderates, some stress in loan book as wel |
India |
Manish Agarwalla |
|
| 17-Apr-2014 |
Commodities Special Report: Maharashtra Sugarcane Survey, April 17, 2014 |
India |
Ashwini Bansod |
|
| 17-Apr-2014 |
Commodities Daily Sugar Report: Apr 17, 2014 |
India |
Ashwini Bansod |
|
| 17-Apr-2014 |
Daily Ideas - 17/APR/2014 |
India |
India Research Team |
|
| 17-Apr-2014 |
Commodities Daily Currency Report: Apr 17, 2014 |
India |
Ashwini Bansod |
|
| 17-Apr-2014 |
PhillipCapital Analysis and Trading Highlights (PATH) |
India |
Anshul Bhargavaa |
|
| 17-Apr-2014 |
Sectorwise FUT OI & Delivery Report |
India |
Anshul Bhargavaa |
|
| 16-Apr-2014 |
Indusind Bank Q4FY14 - Stable quarter but risks increasing |
India |
Manish Agarwalla |
|
| 16-Apr-2014 |
TCS 4QFY14 Results - Consistent performance, yet again |
India |
Vibhor Singhal |
|
| 16-Apr-2014 |
PhillipCapital Analysis and Trading Highlights (PATH) |
India |
Anshul Bhargavaa |
|
| 16-Apr-2014 |
Sectorwise FUT OI & Delivery Report |
India |
Anshul Bhargavaa |
|
| 16-Apr-2014 |
Food prices push up WPI and CPI, Core inflation up move persist |
India |
Anjali Verma |
|
| 16-Apr-2014 |
Commodities Daily Sugar Report: Apr 16, 2014 |
India |
Ashwini Bansod |
|
| 16-Apr-2014 |
Commodities Daily Currency Report: Apr 16, 2014 |
India |
Ashwini Bansod |
|
| 15-Apr-2014 |
PhillipCapital Analysis and Trading Highlights (PATH) |
India |
Anshul Bhargavaa |
|
| 15-Apr-2014 |
Sectorwise FUT OI & Delivery Report |
India |
Anshul Bhargavaa |
|
| 15-Apr-2014 |
Infosys 4QFY14 Results - Expectations and guidance, more realistic now |
India |
Vibhor Singhal |
|
| 15-Apr-2014 |
Commodities Daily Maize & Soymeal Futures Report, April 15, 2014 |
India |
Rajini Panicker |
|
| 15-Apr-2014 |
Commodities Weekly Maize Report, April 15, 2014 |
India |
Ashwini Bansod |
|
| 15-Apr-2014 |
Commodities Daily Sugar Report: Apr 15, 2014 |
India |
Ashwini Bansod |
|
| 15-Apr-2014 |
Daily Ideas - 15/APR/2014 |
India |
India Research Team |
|
| 11-Apr-2014 |
PhillipCapital Analysis and Trading Highlights (PATH) |
India |
Anshul Bhargavaa |
|
| 11-Apr-2014 |
Sectorwise FUT OI & Delivery Report |
India |
Anshul Bhargavaa |
|
| 11-Apr-2014 |
IIP, Trade – Weak data |
India |
Anjali Verma |
|
| 11-Apr-2014 |
Banking Sector Update - Ominous risk return trade off |
India |
Manish Agarwalla |
|
| 11-Apr-2014 |
Commodities Daily BMD CPO Futures Report, Apr 11, 2014 |
India |
Rajini Panicker |
|
| 11-Apr-2014 |
Commodities: Oilseeds and Oils Outlook Report, Apr 11, 2014 |
India |
Rajini Panicker |
|
| 11-Apr-2014 |
Daily Ideas - 11/APR/2014 |
India |
India Research Team |
|
| 11-Apr-2014 |
Q4FY14 Earnings Preview - No major upgrades in the offing |
India |
India Research Team |
|
| 10-Apr-2014 |
PhillipCapital Analysis and Trading Highlights (PATH) |
India |
Anshul Bhargavaa |
|
| 10-Apr-2014 |
Sectorwise FUT OI & Delivery Report |
India |
Anshul Bhargavaa |
|
| 09-Apr-2014 |
PhillipCapital Analysis and Trading Highlights (PATH) |
India |
Anshul Bhargavaa |
|
| 09-Apr-2014 |
Sectorwise FUT OI & Delivery Report |
India |
Anshul Bhargavaa |
|
| 09-Apr-2014 |
Commodities Daily Maize & Soymeal Futures Report, April 09, 2014 |
India |
Rajini Panicker |
|
| 09-Apr-2014 |
Commodities Daily BMD CPO Futures Report, Apr 9, 2014 |
India |
Rajini Panicker |
|
| 09-Apr-2014 |
Commodities: Oilseeds and Oils Outlook Report, Apr 9, 2014 |
India |
Rajini Panicker |
|
| 07-Apr-2014 |
PhillipCapital Analysis and Trading Highlights (PATH) |
India |
Anshul Bhargavaa |
|
| 07-Apr-2014 |
Sectorwise FUT OI & Delivery Report |
India |
Anshul Bhargavaa |
|
| 07-Apr-2014 |
Sun Pharma - Acquires Ranbaxy; No meaning earning implication in near-term |
India |
Surya Patra |
|
| 07-Apr-2014 |
Phillip Commodities Daily BMD CPO Futures Report, Apr 7, 2014 |
India |
Rajini Panicker |
|
| 07-Apr-2014 |
Commodities: Oilseeds and Oils Outlook Report, Apr 7, 2014 |
India |
Rajini Panicker |
|
| 04-Apr-2014 |
PhillipCapital Analysis and Trading Highlights (PATH) |
India |
Anshul Bhargavaa |
|
| 04-Apr-2014 |
Sectorwise FUT OI & Delivery Report |
India |
Anshul Bhargavaa |
|
| 04-Apr-2014 |
Commodities Daily Maize & Soymeal Futures Report, April 04, 2014 |
India |
Rajini Panicker |
|
| 04-Apr-2014 |
Commodities Sugar Monthly Outlook Report Report - April 04, 2014 |
India |
Ashwini Bansod |
|
| 04-Apr-2014 |
Commodities Weekly Chana Report, April 4, 2014 |
India |
Ashwini Bansod |
|
| 04-Apr-2014 |
Commodities Daily Sugar Report: Apr 04, 2014 |
India |
Ashwini Bansod |
|
| 04-Apr-2014 |
Commodities Daily Currency Report: Apr 04, 2014 |
India |
Ashwini Bansod |
|
| 03-Apr-2014 |
PhillipCapital Analysis and Trading Highlights (PATH) |
India |
Anshul Bhargavaa |
|
| 03-Apr-2014 |
Sectorwise FUT OI & Delivery Report |
India |
Anshul Bhargavaa |
|
| 03-Apr-2014 |
HDFC - Stable business growth - Visit Update |
India |
Manish Agarwalla |
|
| 03-Apr-2014 |
Commodities Daily Sugar Report: Apr 03, 2014 |
India |
Ashwini Bansod |
|
| 03-Apr-2014 |
Commodities Daily Currency Report: Apr 03, 2014 |
India |
Ashwini Bansod |
|
| 02-Apr-2014 |
PhillipCapital Analysis and Trading Highlights (PATH) |
India |
Anshul Bhargavaa |
|
| 02-Apr-2014 |
Sectorwise FUT OI & Delivery Report |
India |
Anshul Bhargavaa |
|
| 02-Apr-2014 |
LIC Housing Finance - Growth levers in place, uncertainty over - Initiating Coverage |
India |
Manish Agarwalla |
|
| 02-Apr-2014 |
Commodities Daily Maize & Soymeal Futures Report, April 02, 2014 |
India |
Rajini Panicker |
|
| 02-Apr-2014 |
Commodities Daily Sugar Report: Apr 02, 2014 |
India |
Ashwini Bansod |
|
| 02-Apr-2014 |
Commodities Daily Currency Report: Apr 02, 2014 |
India |
Ashwini Bansod |
|
| 01-Apr-2014 |
Ground Zero Magazine Inaugral Issue, 1st-15 April: A PhillipCapital Publication |
India |
India Research Team |
|
| 01-Apr-2014 |
Sectorwise FUT OI & Delivery Report |
India |
Anshul Bhargavaa |
|
| 01-Apr-2014 |
PhillipCapital Analysis and Trading Highlights (PATH) |
India |
Anshul Bhargavaa |
|
| 01-Apr-2014 |
Hawkish stance; Status quo in policy rates |
India |
Anjali Verma |
|
| 01-Apr-2014 |
Commodities Daily Maize & Soymeal Futures Report, April 01, 2014 |
India |
Rajini Panicker |
|
| 01-Apr-2014 |
Commodities Weekly Maize Report, April 1, 2014 |
India |
Ashwini Bansod |
|
| 01-Apr-2014 |
Commodities Daily Sugar Report: Apr 01, 2014 |
India |
Ashwini Bansod |
|
| 31-Mar-2014 |
Sectorwise FUT OI & Delivery Report |
India |
Anshul Bhargavaa |
|
| 31-Mar-2014 |
PhillipCapital Analysis and Trading Highlights (PATH) |
India |
Anshul Bhargavaa |
|
| 28-Mar-2014 |
Sectorwise FUT OI & Delivery Report |
India |
Anshul Bhargavaa |
|
| 28-Mar-2014 |
PhillipCapital Analysis and Trading Highlights (PATH) |
India |
Anshul Bhargavaa |
|
| 28-Mar-2014 |
Commodities Weekly Chana Report, March 28, 2014 |
India |
Ashwini Bansod |
|
| 28-Mar-2014 |
Commodities Daily Sugar Report: Mar 28, 2014 |
India |
Ashwini Bansod |
|
| 28-Mar-2014 |
Commodities Daily Currency Report: Mar 28, 2014 |
India |
Ashwini Bansod |
|
| 27-Mar-2014 |
Sectorwise FUT OI & Delivery Report |
India |
Anshul Bhargavaa |
|
| 27-Mar-2014 |
PhillipCapital Analysis and Trading Highlights (PATH) |
India |
Anshul Bhargavaa |
|
| 27-Mar-2014 |
Commodities Daily Maize & Soymeal Futures Report, March 27, 2014 |
India |
Rajini Panicker |
|
| 27-Mar-2014 |
Commodities Daily Sugar Report: Mar 27, 2014 |
India |
Ashwini Bansod |
|
| 27-Mar-2014 |
Commodities Daily Currency Report: Mar 27, 2014 |
India |
Ashwini Bansod |
|
| 26-Mar-2014 |
Sectorwise FUT OI & Delivery Report |
India |
Anshul Bhargavaa |
|
| 26-Mar-2014 |
PhillipCapital Analysis and Trading Highlights (PATH) |
India |
Anshul Bhargavaa |
|
| 26-Mar-2014 |
Commodities Daily Sugar Report: Mar 26, 2014 |
India |
Ashwini Bansod |
|
| 26-Mar-2014 |
Commodities Daily Currency Report: Mar 26, 2014 |
India |
Ashwini Bansod |
|
| 25-Mar-2014 |
Sectorwise FUT OI & Delivery Report |
India |
Anshul Bhargavaa |
|
| 25-Mar-2014 |
PhillipCapital Analysis and Trading Highlights (PATH) |
India |
Anshul Bhargavaa |
|
| 25-Mar-2014 |
Economic Outlook: Signs of green shoots – New government, new hope |
India |
Anjali Verma |
|
| 24-Mar-2014 |
Sectorwise FUT OI & Delivery Report |
India |
Anshul Bhargavaa |
|
| 24-Mar-2014 |
PhillipCapital Analysis and Trading Highlights (PATH) |
India |
Anshul Bhargavaa |
|
| 24-Mar-2014 |
Commodities Daily Maize & Soymeal Futures Report, March 24, 2014 |
India |
Rajini Panicker |
|
| 24-Mar-2014 |
Daily Ideas - 24/MAR/2014 (TRENT IN) |
India |
India Research Team |
|
| 24-Mar-2014 |
Commodities Daily Currency Report: Mar 24, 2014 |
India |
Ashwini Bansod |
|
| 21-Mar-2014 |
Sectorwise FUT OI & Delivery Report |
India |
Anshul Bhargavaa |
|
| 21-Mar-2014 |
PhillipCapital Analysis and Trading Highlights (PATH) |
India |
Anshul Bhargavaa |
|
| 21-Mar-2014 |
Commodities Weekly Chana Report, March 21, 2014 |
India |
Ashwini Bansod |
|
| 21-Mar-2014 |
Commodities Daily Sugar Report: Mar 21, 2014 |
India |
Ashwini Bansod |
|
| 21-Mar-2014 |
Commodities Daily Currency Report: Mar 21, 2014 |
India |
Ashwini Bansod |
|
| 20-Mar-2014 |
Sectorwise FUT OI & Delivery Report |
India |
Anshul Bhargavaa |
|
| 20-Mar-2014 |
PhillipCapital Analysis and Trading Highlights (PATH) |
India |
Anshul Bhargavaa |
|
| 20-Mar-2014 |
Cement Sector Update: Earnings to rebound with strong pricing |
India |
Vaibhav Agarwal |
|
| 20-Mar-2014 |
Commodities Daily Sugar Report: Mar 20, 2014 |
India |
Ashwini Bansod |
|
| 20-Mar-2014 |
Daily Ideas - 20/MAR/2014 |
India |
India Research Team |
|
| 20-Mar-2014 |
Commodities Daily Currency Report: Mar 20, 2014 |
India |
Ashwini Bansod |
|
| 19-Mar-2014 |
Sectorwise FUT OI & Delivery Report |
India |
Anshul Bhargavaa |
|
| 19-Mar-2014 |
PhillipCapital Analysis and Trading Highlights (PATH) |
India |
Anshul Bhargavaa |
|
| 19-Mar-2014 |
Commodities Daily Maize & Soymeal Futures Report, March 19, 2014 |
India |
Rajini Panicker |
|
| 19-Mar-2014 |
Commodities Daily Sugar Report: Mar 19, 2014 |
India |
Ashwini Bansod |
|
| 19-Mar-2014 |
Commodities Daily Currency Report: Mar 19, 2014 |
India |
Ashwini Bansod |
|
| 19-Mar-2014 |
Daily Ideas - 19/MAR/2014 |
India |
India Research Team |
|
| 18-Mar-2014 |
Daily Ideas - 18/MAR/2014 |
India |
India Research Team |
|
| 18-Mar-2014 |
Sectorwise FUT OI & Delivery Report |
India |
Anshul Bhargavaa |
|
| 18-Mar-2014 |
PhillipCapital Analysis and Trading Highlights (PATH) |
India |
Anshul Bhargavaa |
|
| 14-Mar-2014 |
Sectorwise FUT OI & Delivery Report |
India |
Anshul Bhargavaa |
|
| 14-Mar-2014 |
PhillipCapital Analysis and Trading Highlights (PATH) |
India |
Anshul Bhargavaa |
|
| 14-Mar-2014 |
Commodities Daily Maize & Soymeal Futures Report, March 14, 2014 |
India |
Ashwini Bansod |
|
| 14-Mar-2014 |
Muted price rise across segments; Core inflation up move persist |
India |
Anjali Verma |
|
| 14-Mar-2014 |
Commodities Weekly Chana Report, March 14, 2014 |
India |
Ashwini Bansod |
|
| 14-Mar-2014 |
Commodities Daily Sugar Report: Mar 14, 2014 |
India |
Ashwini Bansod |
|
| 14-Mar-2014 |
Commodities Daily Currency Report: Mar 14, 2014 |
India |
Ashwini Bansod |
|
| 14-Mar-2014 |
Daily Ideas - 14/MAR/2014 (TTAN IN |
India |
India Research Team |
|
| 13-Mar-2014 |
Sectorwise FUT OI & Delivery Report |
India |
Anshul Bhargavaa |
|
| 13-Mar-2014 |
PhillipCapital Analysis and Trading Highlights (PATH) |
India |
Anshul Bhargavaa |
|
| 13-Mar-2014 |
Infosys - Management commentary reaffirms our negative stand |
India |
Vibhor Singhal |
|
| 13-Mar-2014 |
Commodities Daily Sugar Report: Mar 13, 2014 |
India |
Ashwini Bansod |
|
| 13-Mar-2014 |
Commodities Daily Currency Report: Mar 13, 2014 |
India |
Ashwini Bansod |
|
| 12-Mar-2014 |
Sectorwise FUT OI & Delivery Report |
India |
Anshul Bhargavaa |
|
| 12-Mar-2014 |
PhillipCapital Analysis and Trading Highlights (PATH) |
India |
Anshul Bhargavaa |
|
| 12-Mar-2014 |
Industrial output in green yet weak; Food and core inflation drops |
India |
Anjali Verma |
|
| 12-Mar-2014 |
Commodities Daily Maize & Soymeal Futures Report, March 12, 2014 |
India |
Rajini Panicker |
|
| 12-Mar-2014 |
Commodities Daily Sugar Report: Mar 12, 2014 |
India |
Ashwini Bansod |
|
| 12-Mar-2014 |
Daily Ideas - 12/MAR/2014 |
India |
India Research Team |
|
| 12-Mar-2014 |
Commodities Daily Currency Report: Mar 12, 2014 |
India |
Ashwini Bansod |
|
| 11-Mar-2014 |
Sectorwise FUT OI & Delivery Report |
India |
Anshul Bhargavaa |
|
| 11-Mar-2014 |
PhillipCapital Analysis and Trading Highlights (PATH) |
India |
Anshul Bhargavaa |
|
| 11-Mar-2014 |
Commodities Sugar Monthly Outlook Report Report - March 11, 2014 |
India |
Ashwini Bansod |
|
| 11-Mar-2014 |
Feb trade deficit declined to US$ 8bn; Exports and imports fall |
India |
Anjali Verma |
|
| 11-Mar-2014 |
Commodities Daily Sugar Report: Mar 11, 2014 |
India |
Ashwini Bansod |
|
| 11-Mar-2014 |
Commodities Daily Currency Report: Mar 11, 2014 |
India |
Ashwini Bansod |
|
| 10-Mar-2014 |
Sectorwise FUT OI & Delivery Report |
India |
Anshul Bhargavaa |
|
| 10-Mar-2014 |
PhillipCapital Analysis and Trading Highlights (PATH) |
India |
Anshul Bhargavaa |
|
| 10-Mar-2014 |
LIC Housing Finance - Growth levers in place but bank licence win looms |
India |
Manish Agarwalla |
|
| 10-Mar-2014 |
Commodities Daily Sugar Report: Mar 10, 2014 |
India |
Ashwini Bansod |
|
| 10-Mar-2014 |
Commodities Daily Currency Report: Mar 10, 2014 |
India |
Ashwini Bansod |
|
| 07-Mar-2014 |
Sectorwise FUT OI & Delivery Report |
India |
Anshul Bhargavaa |
|
| 07-Mar-2014 |
PhillipCapital Analysis and Trading Highlights (PATH) |
India |
Anshul Bhargavaa |
|
| 07-Mar-2014 |
Commodities Daily Sugar Report: Mar 07, 2014 |
India |
Ashwini Bansod |
|
| 07-Mar-2014 |
Commodities Daily Currency Report: Mar 07, 2014 |
India |
Ashwini Bansod |
|
| 06-Mar-2014 |
Sectorwise FUT OI & Delivery Report |
India |
Anshul Bhargavaa |
|
| 06-Mar-2014 |
PhillipCapital Analysis and Trading Highlights (PATH) |
India |
Anshul Bhargavaa |
|
| 06-Mar-2014 |
POC 2014-CONFERENCE SYNOPSIS |
India |
Rajini Panicker |
|
| 06-Mar-2014 |
Commodities Daily Sugar Report: March 06, 2014 |
India |
Ashwini Bansod |
|
| 06-Mar-2014 |
Commodities Daily Currency Report: Mar 06, 2014 |
India |
Ashwini Bansod |
|
| 06-Mar-2014 |
Daily Ideas - 06/MAR/2014 |
India |
India Research Team |
|
| 05-Mar-2014 |
Sectorwise FUT OI & Delivery Report |
India |
Anshul Bhargavaa |
|
| 05-Mar-2014 |
PhillipCapital Analysis and Trading Highlights (PATH) |
India |
Anshul Bhargavaa |
|
| 05-Mar-2014 |
CAD drops to 0.8% of GDP, BoP surplus at US$ 19bn |
India |
Anjali Verma |
|
| 04-Mar-2014 |
Sectorwise FUT OI & Delivery Report |
India |
Anshul Bhargavaa |
|
| 04-Mar-2014 |
PhillipCapital Analysis and Trading Highlights (PATH) |
India |
Anshul Bhargavaa |
|
| 04-Mar-2014 |
Daily Ideas - 04/MAR/2014 |
India |
India Research Team |
|
| 03-Mar-2014 |
Sectorwise FUT OI & Delivery Report |
India |
Anshul Bhargavaa |
|
| 03-Mar-2014 |
PhillipCapital Analysis and Trading Highlights (PATH) |
India |
Anshul Bhargavaa |
|
| 03-Mar-2014 |
Commodities Daily Currency Report: March 03, 2014 |
India |
Ashwini Bansod |
|
| 03-Mar-2014 |
Daily Ideas - 03/FEB/2014 (TTAN IN) |
India |
India Research Team |
|
| 03-Mar-2014 |
Q3 GDP Marginally below expectations; Consumption and Investments further weaken |
India |
Anjali Verma |
|
| 28-Feb-2014 |
Sectorwise FUT OI & Delivery Report |
India |
Anshul Bhargavaa |
|
| 28-Feb-2014 |
PhillipCapital Analysis and Trading Highlights (PATH) |
India |
Anshul Bhargavaa |
|
| 28-Feb-2014 |
Banking Monthly -Feb 2014 |
India |
Manish Agarwalla |
|
| 26-Feb-2014 |
In Conversation with Dr. Subir Gokarn |
India |
Anjali Verma |
|
| 26-Feb-2014 |
Commodities: Oilseeds and Oils Outlook Report, Feb 26, 2014 |
India |
Rajini Panicker |
|
| 26-Feb-2014 |
Commodities: Oilseeds and Oils Outlook Report, Feb 26, 2014 |
India |
Rajini Panicker |
|
| 26-Feb-2014 |
Commodities Daily Sugar Report: Feb 26, 2014 |
India |
Ashwini Bansod |
|
| 26-Feb-2014 |
Commodities Daily Currency Report: Feb 26, 2014 |
India |
Ashwini Bansod |
|
| 26-Feb-2014 |
Sectorwise FUT OI & Delivery Report |
India |
Anshul Bhargavaa |
|
| 26-Feb-2014 |
PhillipCapital Analysis and Trading Highlights (PATH) |
India |
Anshul Bhargavaa |
|
| 25-Feb-2014 |
Commodities Daily BMD CPO Futures Report, Feb 25, 2014 |
India |
Rajini Panicker |
|
| 25-Feb-2014 |
Commodities Daily Maize & Soymeal Futures Report, Feb 25, 2014 |
India |
Ashwini Bansod |
|
| 25-Feb-2014 |
Commodities Weekly Maize Report, Feb 25, 2014 |
India |
Ashwini Bansod |
|
| 25-Feb-2014 |
IT Services - CONQUERING EUROPE – THE NEXT FRONTIER |
India |
Vibhor Singhal |
|
| 25-Feb-2014 |
Q3FY14 Earnings Review - Improving trends |
India |
India Research Team |
|
| 25-Feb-2014 |
Commodities: Oilseeds and Oils Outlook Report, Feb 25, 2014 |
India |
Rajini Panicker |
|
| 25-Feb-2014 |
Commodities Daily Sugar Report: Feb 25, 2014 |
India |
Ashwini Bansod |
|
| 25-Feb-2014 |
Commodities Daily Currency Report: Feb 25, 2014 |
India |
Ashwini Bansod |
|
| 25-Feb-2014 |
Daily Ideas - 25/FEB/2014 |
India |
India Research Team |
|
| 25-Feb-2014 |
Sectorwise FUT OI & Delivery Report |
India |
Anshul Bhargavaa |
|
| 25-Feb-2014 |
PhillipCapital Analysis and Trading Highlights (PATH) |
India |
Anshul Bhargavaa |
|
| 24-Feb-2014 |
HeidelbergCement India: Earnings Call Takeaways: BUY - TP - Rs40 (+16%) |
India |
Vaibhav Agarwal |
|
| 24-Feb-2014 |
Ambuja Cemets - Management Meeting Update: |
India |
Vaibhav Agarwal |
|
| 24-Feb-2014 |
Sectorwise FUT OI & Delivery Report |
India |
Anshul Bhargavaa |
|
| 24-Feb-2014 |
PhillipCapital Analysis and Trading Highlights (PATH) |
India |
Anshul Bhargavaa |
|
| 24-Feb-2014 |
Commodities: Oilseeds and Oils Closing Levels and Technical Trends, Feb 24, 2014 |
India |
Rajini Panicker |
|
| 24-Feb-2014 |
Commodities Daily Maize & Soymeal Futures Report, Feb 24, 2014 |
India |
Ashwini Bansod |
|
| 24-Feb-2014 |
Commodities Daily BMD CPO Futures Report, Feb 24, 2014 |
India |
Rajini Panicker |
|
| 24-Feb-2014 |
Commodities Daily Oilseeds and Oils Outlook Report: Feb 24, 2014 |
India |
Rajini Panicker |
|
| 24-Feb-2014 |
Commodities Daily Sugar Report: Feb 24, 2014 |
India |
Ashwini Bansod |
|
| 24-Feb-2014 |
Commodities Daily Currency Report: Feb 24, 2014 |
India |
Ashwini Bansod |
|
| 24-Feb-2014 |
Daily Ideas - 24/FEB/2014 |
India |
India Research Team |
|
| 21-Feb-2014 |
Macro data improves; Devil lies in details |
India |
Anjali Verma |
|
| 21-Feb-2014 |
Adani Ports Update - Beyond Mundra |
India |
Vibhor Singhal |
|
| 21-Feb-2014 |
Commodities Daily Maize & Soymeal Futures Report, Feb 21, 2014 |
India |
Rajini Panicker |
|
| 21-Feb-2014 |
Commodities Daily Sugar Report: Feb 21, 2014 |
India |
Ashwini Bansod |
|
| 21-Feb-2014 |
Commodities Daily Currency Report: Feb 21, 2014 |
India |
Ashwini Bansod |
|
| 21-Feb-2014 |
Sectorwise FUT OI & Delivery Report |
India |
Anshul Bhargavaa |
|
| 21-Feb-2014 |
PhillipCapital Analysis and Trading Highlights (PATH) |
India |
Anshul Bhargavaa |
|
| 20-Feb-2014 |
Commodities Daily Maize & Soymeal Futures Report, Feb 20, 2014 |
India |
Rajini Panicker |
|
| 20-Feb-2014 |
Commodities Daily Currency Report: Feb 20, 2014 |
India |
Ashwini Bansod |
|
| 20-Feb-2014 |
Sectorwise FUT OI & Delivery Report |
India |
Anshul Bhargavaa |
|
| 20-Feb-2014 |
PhillipCapital Analysis and Trading Highlights (PATH) |
India |
Anshul Bhargavaa |
|
| 19-Feb-2014 |
Dalmia Bharat & OCL India: Earnings Call Takeaways: BUY (+45%) |
India |
Vaibhav Agarwal |
|
| 19-Feb-2014 |
Commodities Daily Maize & Soymeal Futures Report, Feb 19, 2014 |
India |
Ashwini Bansod |
|
| 19-Feb-2014 |
Commodities Daily Sugar Report: Feb 19, 2014 |
India |
Ashwini Bansod |
|
| 19-Feb-2014 |
Sectorwise FUT OI & Delivery Report |
India |
Anshul Bhargavaa |
|
| 19-Feb-2014 |
PhillipCapital Analysis and Trading Highlights (PATH) |
India |
Anshul Bhargavaa |
|
| 18-Feb-2014 |
Commodities Daily Maize & Soymeal Futures Report, Feb 18, 2014 |
India |
Rajini Panicker |
|
| 18-Feb-2014 |
Commodities Weekly Maize Report, Feb 18, 2014 |
India |
Ashwini Bansod |
|
| 18-Feb-2014 |
Commodities Daily Sugar Report: Feb 18, 2014 |
India |
Ashwini Bansod |
|
| 18-Feb-2014 |
Daily Ideas - 18/FEB/2014 |
India |
India Research Team |
|
| 18-Feb-2014 |
Commodities Daily Currency Report: Feb 18, 2014 |
India |
Ashwini Bansod |
|
| 18-Feb-2014 |
Sectorwise FUT OI & Delivery Report |
India |
Anshul Bhargavaa |
|
| 18-Feb-2014 |
PhillipCapital Analysis and Trading Highlights (PATH) |
India |
Anshul Bhargavaa |
|
| 17-Feb-2014 |
Interim Budget - 4.1% fiscal target challenging without expenditure cut/deferment |
India |
Anjali Verma |
|
| 17-Feb-2014 |
Commodities Daily Maize & Soymeal Futures Report, Feb 17, 2014 |
India |
Rajini Panicker |
|
| 17-Feb-2014 |
Commodities Daily Sugar Report: Feb 17, 2014 |
India |
Ashwini Bansod |
|
| 17-Feb-2014 |
Commodities Daily Currency Report: Feb 17, 2014 |
India |
Ashwini Bansod |
|
| 17-Feb-2014 |
Daily Ideas - 17/FEB/2014 |
India |
India Research Team |
|
| 17-Feb-2014 |
Sectorwise FUT OI & Delivery Report |
India |
Anshul Bhargavaa |
|
| 17-Feb-2014 |
PhillipCapital Analysis and Trading Highlights (PATH) |
India |
Anshul Bhargavaa |
|
| 14-Feb-2014 |
WPI at 5% led by Veggies; Core inflation inching higher |
India |
Anjali Verma |
|
| 14-Feb-2014 |
India Cements: Q3FY14 Earnings Call Takeaway: BUY - TP - Rs64(+31%) |
India |
Vaibhav Agarwal |
|
| 14-Feb-2014 |
SBI Q3FY14 - Asset Quality worsens |
India |
Manish Agarwalla |
|
| 14-Feb-2014 |
Sectorwise FUT OI & Delivery Report |
India |
Anshul Bhargavaa |
|
| 14-Feb-2014 |
PhillipCapital Analysis and Trading Highlights (PATH) |
India |
Anshul Bhargavaa |
|
| 14-Feb-2014 |
Daily Ideas - 14/FEB/2014 |
India |
India Research Team |
|
| 13-Feb-2014 |
Sectorwise FUT OI & Delivery Report |
India |
Anshul Bhargavaa |
|
| 13-Feb-2014 |
PhillipCapital Analysis and Trading Highlights (PATH) |
India |
Anshul Bhargavaa |
|
| 13-Feb-2014 |
Sun Pharma - No major incremental earning trigger in near term |
India |
Surya Patra |
|
| 13-Feb-2014 |
Commodities Daily Sugar Report: Feb 13, 2014 |
India |
Ashwini Bansod |
|
| 13-Feb-2014 |
Commodities Daily Currency Report: Feb 13, 2014 |
India |
Ashwini Bansod |
|
| 13-Feb-2014 |
Daily Ideas - 13/FEB/2014 |
India |
India Research Team |
|
| 12-Feb-2014 |
Sectorwise FUT OI & Delivery Report |
India |
Anshul Bhargavaa |
|
| 12-Feb-2014 |
PhillipCapital Analysis and Trading Highlights (PATH) |
India |
Anshul Bhargavaa |
|
| 12-Feb-2014 |
IIP, CPI - Ahead of expectations; industrial output contraction continues |
India |
Anjali Verma |
|
| 12-Feb-2014 |
GMR Infra 3QFY14 Results - Marginal miss at PAT level; maintain BUY |
India |
Vibhor Singhal |
|
| 12-Feb-2014 |
JK Lakshmi Cement (Q3FY14 Results Note & Earnings Call Takeaways - BUY - TP - Rs96(+39%) |
India |
Vaibhav Agarwal |
|
| 12-Feb-2014 |
Dr Reddys Laboratories - Focus on complex generics drives value growth: |
India |
Surya Patra |
|
| 12-Feb-2014 |
Commodities Daily Oilseeds and Oils Outlook Report: Feb 12, 2014 |
India |
Rajini Panicker |
|
| 12-Feb-2014 |
Commodities Daily Sugar Report: Feb 12, 2014 |
India |
Ashwini Bansod |
|
| 12-Feb-2014 |
Commodities Daily Currency Report: Feb 12, 2014 |
India |
Ashwini Bansod |
|
| 12-Feb-2014 |
Daily Ideas - 12/FEB/2014 (TATA IN) |
India |
India Research Team |
|
| 11-Feb-2014 |
Sectorwise FUT OI & Delivery Report |
India |
Anshul Bhargavaa |
|
| 11-Feb-2014 |
Sectorwise FUT OI & Delivery Report |
India |
Anshul Bhargavaa |
|
| 11-Feb-2014 |
PhillipCapital Analysis and Trading Highlights (PATH) |
India |
Anshul Bhargavaa |
|
| 11-Feb-2014 |
January trade deficit in the trend zone of US$ 10bn |
India |
Anjali Verma |
|
| 11-Feb-2014 |
Commodities Daily Sugar Report: Feb 11, 2014 |
India |
Ashwini Bansod |
|
| 11-Feb-2014 |
Commodities Daily Currency Report: Feb 11, 2014 |
India |
Ashwini Bansod |
|
| 11-Feb-2014 |
Daily Ideas - 11/FEB/2014 |
India |
India Research Team |
|
| 10-Feb-2014 |
Sectorwise FUT OI & Delivery Report |
India |
Anshul Bhargavaa |
|
| 10-Feb-2014 |
PhillipCapital Analysis and Trading Highlights (PATH) |
India |
Anshul Bhargavaa |
|
| 10-Feb-2014 |
Commodities Daily Sugar Report: Feb 10, 2014 |
India |
Ashwini Bansod |
|
| 10-Feb-2014 |
Commodities Daily Currency Report: Feb 10, 2014 |
India |
Ashwini Bansod |
|
| 10-Feb-2014 |
Daily Ideas - 10/FEB/2014 |
India |
India Research Team |
|
| 10-Feb-2014 |
Cadila Healthcare Q3FY14 Results - Upgrade led by improving US sales & focus on profitability |
India |
Surya Patra |
|
| 07-Feb-2014 |
Sectorwise FUT OI & Delivery Report |
India |
Anshul Bhargavaa |
|
| 07-Feb-2014 |
PhillipCapital Analysis and Trading Highlights (PATH) |
India |
Anshul Bhargavaa |
|
| 07-Feb-2014 |
Aurobindo Pharma - Robust Q3 but loss making acquisition looms large |
India |
Surya Patra |
|
| 07-Feb-2014 |
FY14 Advance GDP pegged at 4.9%, second half expected to be better |
India |
Anjali Verma |
|
| 07-Feb-2014 |
Ambuja Cements (NEUTRAL) & ACC Ltd. (BUY; +28%): Q4CY13 Results Note |
India |
Vaibhav Agarwal |
|
| 07-Feb-2014 |
Commodities Daily Sugar Report: Feb 07, 2014 |
India |
Ashwini Bansod |
|
| 07-Feb-2014 |
Daily Ideas - 07/FEB/2014 |
India |
India Research Team |
|
| 06-Feb-2014 |
Sectorwise FUT OI & Delivery Report |
India |
Anshul Bhargavaa |
|
| 06-Feb-2014 |
PhillipCapital Analysis and Trading Highlights (PATH) |
India |
Anshul Bhargavaa |
|
| 06-Feb-2014 |
BoB Q3FY14 - Asset Quality Improves, Outlook encouraging |
India |
Manish Agarwalla |
|
| 06-Feb-2014 |
GVK Power 3QFY14 Results - Along expected lines; maintain NEUTRAL |
India |
Vibhor Singhal |
|
| 06-Feb-2014 |
Mangalam Cement: Management Call Takeaways (Downgrade to Neutral; TP Rs103 (+6%)) |
India |
Vaibhav Agarwal |
|
| 06-Feb-2014 |
Commodities Daily Sugar Report: Feb 06, 2014 |
India |
Ashwini Bansod |
|
| 06-Feb-2014 |
Commodities Daily Currency Report: Feb 06, 2014 |
India |
Ashwini Bansod |
|
| 06-Feb-2014 |
Daily Ideas - 06/FEB/2014 |
India |
India Research Team |
|
| 05-Feb-2014 |
Sectorwise FUT OI & Delivery Report |
India |
Anshul Bhargavaa |
|
| 05-Feb-2014 |
PhillipCapital Analysis and Trading Highlights (PATH) |
India |
Anshul Bhargavaa |
|
| 05-Feb-2014 |
Management Meet Update: UltraTech Cement - BUY - TP - Rs2,189 |
India |
Vaibhav Agarwal |
|
| 05-Feb-2014 |
Daily Ideas - 05/FEB/2014 |
India |
India Research Team |
|
| 05-Feb-2014 |
Commodities Daily Sugar Report: Feb 05, 2014 |
India |
Ashwini Bansod |
|
| 05-Feb-2014 |
Commodities Daily Currency Report: Feb 05, 2014 |
India |
Ashwini Bansod |
|
| 04-Feb-2014 |
Sectorwise FUT OI & Delivery Report |
India |
Anshul Bhargavaa |
|
| 04-Feb-2014 |
Sectorwise FUT OI & Delivery Report |
India |
Anshul Bhargavaa |
|
| 04-Feb-2014 |
PhillipCapital Analysis and Trading Highlights (PATH) |
India |
Anshul Bhargavaa |
|
| 04-Feb-2014 |
Divis Laboratories: Outlook for sales as well as profits remain healthy |
India |
Surya Patra |
|
| 04-Feb-2014 |
Lupin: Near term triggers seem priced in |
India |
Surya Patra |
|
| 04-Feb-2014 |
Tech Mahindra 3QFY14 Results- Along expected lines; maintain BUY |
India |
Vibhor Singhal |
|
| 04-Feb-2014 |
Commodities Daily Oilseeds and Oils Outlook Report: Feb 04, 2014 |
India |
Rajini Panicker |
|
| 04-Feb-2014 |
Commodities Daily Currency Report: Feb 04, 2014 |
India |
Ashwini Bansod |
|
| 04-Feb-2014 |
Commodities Daily Sugar Report: Feb 04, 2014 |
India |
Ashwini Bansod |
|
| 03-Feb-2014 |
Sectorwise FUT OI & Delivery Report |
India |
Anshul Bhargavaa |
|
| 03-Feb-2014 |
PhillipCapital Analysis and Trading Highlights (PATH) |
India |
Anshul Bhargavaa |
|
| 03-Feb-2014 |
Canara Bank Q3FY14 - Fast depleting core equity |
India |
Manish Agarwalla |
|
| 03-Feb-2014 |
Commodities Daily Sugar Report: Feb 03, 2014 |
India |
Ashwini Bansod |
|
| 03-Feb-2014 |
Commodities Daily Currency Report: Feb 03, 2014 |
India |
Ashwini Bansod |
|
| 31-Jan-2014 |
Sectorwise FUT OI & Delivery Report |
India |
Anshul Bhargavaa |
|
| 31-Jan-2014 |
PhillipCapital Analysis and Trading Highlights (PATH) |
India |
Anshul Bhargavaa |
|
| 31-Jan-2014 |
Union Bank Q3FY14 - Asset quality stress continues |
India |
Manish Agarwalla |
|
| 31-Jan-2014 |
PNB Q3FY14 - Worst seems behind |
India |
Manish Agarwalla |
|
| 31-Jan-2014 |
OBC Q3FY14 - Consolidation underway |
India |
Manish Agarwalla |
|
| 31-Jan-2014 |
IRB Infra 3QFY14 - Diminishing orderbook a major concern; maintain NEUTRAL |
India |
Vibhor Singhal |
|
| 31-Jan-2014 |
Advance tax collections contain fiscal deficit at 95.2%; Core sector remains muted |
India |
Anjali Verma |
|
| 31-Jan-2014 |
JK Cement: Q3FY14 Call Takeaways: BUY: TP-Rs225 (+32%): |
India |
Vaibhav Agarwal |
|
| 31-Jan-2014 |
Commodities Daily Currency Report: Jan 31, 2014 |
India |
Ashwini Bansod |
|
| 31-Jan-2014 |
Daily Ideas - 31/JAN/2014 |
India |
India Research Team |
|
| 31-Jan-2014 |
BOI Q3FY14 - Stress Persisits |
India |
Manish Agarwalla |
|
| 31-Jan-2014 |
Commodities Daily Sugar Report: Jan 31, 2014 |
India |
Ashwini Bansod |
|
| 30-Jan-2014 |
Havells 3QFY14 Results - Along expected lines; maintain NEUTRAL |
India |
Vibhor Singhal |
|
| 30-Jan-2014 |
Daily Ideas - 30/JAN/2014 |
India |
India Research Team |
|
| 30-Jan-2014 |
Sectorwise FUT OI & Delivery Report |
India |
Anshul Bhargavaa |
|
| 30-Jan-2014 |
PhillipCapital Analysis and Trading Highlights (PATH) |
India |
Anshul Bhargavaa |
|
| 29-Jan-2014 |
Shriram Transport Finance Ltd Q3FY14 - Perils of slowdown |
India |
Manish Agarwalla |
|
| 29-Jan-2014 |
ICICI Bank Ltd Q3FY14 - Weakening asset quality |
India |
Manish Agarwalla |
|
| 29-Jan-2014 |
Commodities Daily Sugar Report: Jan 29, 2014 |
India |
Ashwini Bansod |
|
| 29-Jan-2014 |
Commodities Daily Currency Report: Jan 29, 2014 |
India |
Ashwini Bansod |
|
| 29-Jan-2014 |
Daily Ideas - 29/JAN/2014 |
India |
India Research Team |
|
| 29-Jan-2014 |
IPCA Laboratories - Sign of steady progress: |
India |
Surya Patra |
|
| 29-Jan-2014 |
Sectorwise FUT OI & Delivery Report |
India |
Anshul Bhargavaa |
|
| 29-Jan-2014 |
PhillipCapital Analysis and Trading Highlights (PATH) |
India |
Anshul Bhargavaa |
|
| 28-Jan-2014 |
Shree Cement Q2FY14 Results - Maintain BUY - Rs 4,754 (+10%) |
India |
Vaibhav Agarwal |
|
| 28-Jan-2014 |
Repo rate hiked by 25bps; Inflation favored over growth |
India |
Anjali Verma |
|
| 28-Jan-2014 |
Adani Ports 3QFY14 Results - Along expected lines; maintain BUY |
India |
Vibhor Singhal |
|
| 28-Jan-2014 |
Daily Ideas - 28/JAN/2014 |
India |
India Research Team |
|
| 28-Jan-2014 |
Sectorwise FUT OI & Delivery Report |
India |
Anshul Bhargavaa |
|
| 28-Jan-2014 |
PhillipCapital Analysis and Trading Highlights (PATH) |
India |
Anshul Bhargavaa |
|
| 27-Jan-2014 |
Daily Ideas - 27/JAN/2014 |
India |
India Research Team |
|
| 27-Jan-2014 |
KPIT Tech 3QFY14 Results - Disappoints yet again; Downgrade to NEUTRAL |
India |
Vibhor Singhal |
|
| 27-Jan-2014 |
Glenmark Pharma - Right value prescription |
India |
Surya Patra |
|
| 27-Jan-2014 |
Commodities Daily Sugar Report: Jan 27, 2014 |
India |
Ashwini Bansod |
|
| 27-Jan-2014 |
Commodities Daily Currency Reports: Jan 27, 2014 |
India |
Ashwini Bansod |
|
| 27-Jan-2014 |
Sectorwise FUT OI & Delivery Report |
India |
Anshul Bhargavaa |
|
| 27-Jan-2014 |
PhillipCapital Analysis and Trading Highlights (PATH) |
India |
Anshul Bhargavaa |
|
| 24-Jan-2014 |
Commodities Weekly Chana Report: Jan 24, 2014 |
India |
Ashwini Bansod |
|
| 24-Jan-2014 |
Biocon - Growth triggers remain intact |
India |
Surya Patra |
|
| 24-Jan-2014 |
Commodities Daily Sugar Report: Jan 24, 2014 |
India |
Ashwini Bansod |
|
| 24-Jan-2014 |
Commodities Daily Currency Report: Jan 24, 2014 |
India |
Ashwini Bansod |
|
| 24-Jan-2014 |
Daily Ideas - 24/JAN/2014 (TATA IN) |
India |
India Research Team |
|
| 24-Jan-2014 |
Sectorwise FUT OI & Delivery Report |
India |
Anshul Bhargavaa |
|
| 24-Jan-2014 |
PhillipCapital Analysis and Trading Highlights (PATH) |
India |
Anshul Bhargavaa |
|
| 23-Jan-2014 |
Indian Bank Ltd Q3FY14 - Better asset quality - sustainability a key |
India |
Manish Agarwalla |
|
| 23-Jan-2014 |
Commodities Daily Sugar Report: Jan 23, 2014 |
India |
Ashwini Bansod |
|
| 23-Jan-2014 |
Commodities Daily Currency Report: Jan 23, 2014 |
India |
Ashwini Bansod |
|
| 23-Jan-2014 |
Daily Ideas - 23/JAN/2014 |
India |
India Research Team |
|
| 23-Jan-2014 |
Sectorwise FUT OI & Delivery Report |
India |
Anshul Bhargavaa |
|
| 23-Jan-2014 |
PhillipCapital Analysis and Trading Highlights (PATH) |
India |
Anshul Bhargavaa |
|
| 22-Jan-2014 |
HDFC Ltd Q3FY14 - Retail segment continues to drive growth |
India |
Manish Agarwalla |
|
| 22-Jan-2014 |
Sectorwise FUT OI & Delivery Report |
India |
Anshul Bhargavaa |
|
| 22-Jan-2014 |
PhillipCapital Analysis and Trading Highlights (PATH) |
India |
Anshul Bhargavaa |
|
| 22-Jan-2014 |
Daily Ideas - 22/JAN/2014 |
India |
India Research Team |
|
| 21-Jan-2014 |
Sectorwise FUT OI & Delivery Report |
India |
Anshul Bhargavaa |
|
| 21-Jan-2014 |
PhillipCapital Analysis and Trading Highlights (PATH) |
India |
Anshul Bhargavaa |
|
| 21-Jan-2014 |
UltraTech Cement: Maintain BUY (PT: Rs 2,189 (+27%) |
India |
Vaibhav Agarwal |
|
| 21-Jan-2014 |
Commodities Daily Sugar Report: Jan 21, 2014 |
India |
Ashwini Bansod |
|
| 21-Jan-2014 |
Commodities Daily Currency Report: Jan 21, 2014 |
India |
Ashwini Bansod |
|
| 21-Jan-2014 |
Aurobindo Pharma - EU market concerns pose a key challenge for integration |
India |
Surya Patra |
|
| 21-Jan-2014 |
Daily Ideas - 21/JAN/2014 - SSLT IN |
India |
India Research Team |
|
| 20-Jan-2014 |
Commodities Daily Sugar Report: Jan 20, 2014 |
India |
Ashwini Bansod |
|
| 20-Jan-2014 |
Commodities Daily Currency Report: Jan 20, 2014 |
India |
Ashwini Bansod |
|
| 20-Jan-2014 |
Daily Ideas - 20/JAN/2014 |
India |
India Research Team |
|
| 20-Jan-2014 |
Sectorwise FUT OI & Delivery Report |
India |
Anshul Bhargavaa |
|
| 20-Jan-2014 |
PhillipCapital Analysis and Trading Highlights (PATH) |
India |
Anshul Bhargavaa |
|
| 18-Jan-2014 |
Wipro - 3QFY14 - Results In-line + Modest guidance = maintain NEUTRAL |
India |
Vibhor Singhal |
|
| 17-Jan-2014 |
HDFC Bank Q3FY14 - Stability amidst uncertainty ( |
India |
Manish Agarwalla |
|
| 17-Jan-2014 |
DCB Q3FY14 - Earnings momentum continues.. |
India |
Manish Agarwalla |
|
| 17-Jan-2014 |
Commodities Weekly Chana Report: Jan 17, 2014 |
India |
Ashwini Bansod |
|
| 17-Jan-2014 |
TCS 3QFY14 Results - Along expected lines; maintain BUY |
India |
Vibhor Singhal |
|
| 17-Jan-2014 |
Commodities Daily Currency Report: Jan 17, 2014 |
India |
Ashwini Bansod |
|
| 17-Jan-2014 |
Axis Bank Q3FY14 - Moderate core earnings but asset quality stable |
India |
Manish Agarwalla |
|
| 17-Jan-2014 |
Daily Ideas - 17/JAN/2014 (HCLT IN) |
India |
India Research Team |
|
| 17-Jan-2014 |
Sectorwise FUT OI & Delivery Report |
India |
Anshul Bhargavaa |
|
| 17-Jan-2014 |
PhillipCapital Analysis and Trading Highlights (PATH) |
India |
Anshul Bhargavaa |
|
| 16-Jan-2014 |
HCL Tech - 2QFY14 Results - Another Solid quarter; maintain BUY |
India |
Vibhor Singhal |
|
| 16-Jan-2014 |
Sectorwise FUT OI & Delivery Report |
India |
Anshul Bhargavaa |
|
| 16-Jan-2014 |
PhillipCapital Analysis and Trading Highlights (PATH) |
India |
Anshul Bhargavaa |
|
| 16-Jan-2014 |
Banking Monthly - Jan 2014 |
India |
Manish Agarwalla |
|
| 16-Jan-2014 |
Government will over-achieve FY14 fiscal target |
India |
Anjali Verma |
|
| 16-Jan-2014 |
GVK Power - Commissioning of T2 to only widen losses |
India |
Vibhor Singhal |
|
| 16-Jan-2014 |
Commodities Daily Currency Report: Jan 16, 2014 |
India |
Ashwini Bansod |
|
| 16-Jan-2014 |
Daily Ideas - 16/JAN/2014 |
India |
India Research Team |
|
| 15-Jan-2014 |
Sectorwise FUT OI & Delivery Report |
India |
Anshul Bhargavaa |
|
| 15-Jan-2014 |
PhillipCapital Analysis and Trading Highlights (PATH) |
India |
Anshul Bhargavaa |
|
| 15-Jan-2014 |
WPI plunges as Vegetable prices plunge; Core inflation up; No rate hike expected |
India |
Anjali Verma |
|
| 15-Jan-2014 |
Commodities Daily Maize and Soymeal Futures Report: Jan 15, 2014 |
India |
Rajini Panicker |
|
| 15-Jan-2014 |
Commodities Sugar Monthly Outlook Report: Jan 15, 2014 |
India |
Ashwini Bansod |
|
| 15-Jan-2014 |
Commodities Daily Oilseeds and Oils Outlook Report: Jan 15, 2014 |
India |
Rajini Panicker |
|
| 15-Jan-2014 |
Commodities Daily Sugar Report: Jan 15, 2014 |
India |
Ashwini Bansod |
|
| 15-Jan-2014 |
Commodities Daily Currency Report: Jan 15, 2014 |
India |
Ashwini Bansod |
|
| 15-Jan-2014 |
Daily Ideas - 15/JAN/2014 |
India |
India Research Team |
|
| 14-Jan-2014 |
Sectorwise FUT OI & Delivery Report |
India |
Anshul Bhargavaa |
|
| 14-Jan-2014 |
PhillipCapital Analysis and Trading Highlights (PATH) |
India |
Anshul Bhargavaa |
|
| 14-Jan-2014 |
Cement: Take on 2HFY14 earnings - Update |
India |
Vaibhav Agarwal |
|
| 14-Jan-2014 |
CPI drops to 9.9% led by sharp fall in vegetable prices; Core CPI remains high |
India |
Anjali Verma |
|
| 14-Jan-2014 |
Daily Ideas - 14/JAN/2014 |
India |
India Research Team |
|
| 13-Jan-2014 |
Commodities Daily Sugar Report: Jan 13, 2014 |
India |
Ashwini Bansod |
|
| 13-Jan-2014 |
Commodities Daily Currency Report: Jan 13, 2014 |
India |
Ashwini Bansod |
|
| 13-Jan-2014 |
Daily Ideas - 13/JAN/2014 - INFO IN |
India |
India Research Team |
|
| 13-Jan-2014 |
Sectorwise FUT OI & Delivery Report |
India |
Anshul Bhargavaa |
|
| 13-Jan-2014 |
PhillipCapital Analysis and Trading Highlights (PATH) |
India |
Anshul Bhargavaa |
|
| 10-Jan-2014 |
Indusind Bank Q3FY14 - Cyclical downturn but structural story intac |
India |
Manish Agarwalla |
|
| 10-Jan-2014 |
IIP slumps to -2%, Trade deficit stable |
India |
Anjali Verma |
|
| 10-Jan-2014 |
Infosys 3QFY14 Result Update - In-line with expectations; maintain NEUTRAL |
India |
Vibhor Singhal |
|
| 10-Jan-2014 |
Sectorwise FUT OI & Delivery Report |
India |
Anshul Bhargavaa |
|
| 10-Jan-2014 |
PhillipCapital Analysis and Trading Highlights (PATH) |
India |
Anshul Bhargavaa |
|
| 09-Jan-2014 |
Commodities Daily Sugar Report: Jan 09, 2014 |
India |
Ashwini Bansod |
|
| 09-Jan-2014 |
Pharma Q3FY14 Preview: Top Picks - Aurobindo Pharma, Biocon and Divis Labs |
India |
Surya Patra |
|
| 09-Jan-2014 |
Commodities Daily Currency Report: Jan 09, 2014 |
India |
Ashwini Bansod |
|
| 09-Jan-2014 |
Daily Ideas |
India |
India Research Team |
|
| 09-Jan-2014 |
Q3FY14 Earnings Preview - Broad-basing of earnings growth continues (JAn 2014) |
India |
India Research Team |
|
| 09-Jan-2014 |
Commodities Daily Maize and Soymeal Futures Report: Jan 08, 2014 |
India |
Rajini Panicker |
|
| 09-Jan-2014 |
Sectorwise FUT OI & Delivery Report |
India |
Anshul Bhargavaa |
|
| 09-Jan-2014 |
PhillipCapital Analysis and Trading Highlights (PATH) |
India |
Anshul Bhargavaa |
|
| 08-Jan-2014 |
Sectorwise FUT OI & Delivery Report |
India |
Anshul Bhargavaa |
|
| 08-Jan-2014 |
PhillipCapital Analysis and Trading Highlights (PATH) |
India |
Anshul Bhargavaa |
|
| 08-Jan-2014 |
Daily Ideas - 08/JAN/2014 |
India |
India Research Team |
|
| 08-Jan-2014 |
Commodities Daily Currency Report: Jan 08, 2014 |
India |
Ashwini Bansod |
|
| 07-Jan-2014 |
Sectorwise FUT OI & Delivery Report |
India |
Anshul Bhargavaa |
|
| 07-Jan-2014 |
PhillipCapital Analysis and Trading Highlights (PATH) |
India |
Anshul Bhargavaa |
|
| 07-Jan-2014 |
Commodities Daily Sugar Report: Jan 07, 2014 |
India |
Ashwini Bansod |
|
| 07-Jan-2014 |
Commodities Daily Currency Report: Jan 07, 2014 |
India |
Ashwini Bansod |
|
| 06-Jan-2014 |
Sectorwise FUT OI & Delivery Report |
India |
Anshul Bhargavaa |
|
| 06-Jan-2014 |
PhillipCapital Analysis and Trading Highlights (PATH) |
India |
Anshul Bhargavaa |
|
| 06-Jan-2014 |
Commodities Daily Sugar Report: Jan 06, 2014 |
India |
Ashwini Bansod |
|
| 06-Jan-2014 |
Commodities Daily Currency Report: Jan 06, 2014 |
India |
Ashwini Bansod |
|
| 06-Jan-2014 |
Daily Ideas - 06/JAN/2014 |
India |
India Research Team |
|
| 06-Jan-2014 |
GMR Infra Update - Perfecting the art of BOT asset management |
India |
Vibhor Singhal |
|
| 03-Jan-2014 |
Sectorwise FUT OI & Delivery Report |
India |
Anshul Bhargavaa |
|
| 03-Jan-2014 |
PhillipCapital Analysis and Trading Highlights (PATH) |
India |
Anshul Bhargavaa |
|
| 03-Jan-2014 |
Commodities Daily Sugar Report: Jan 03, 2014 |
India |
Ashwini Bansod |
|
| 03-Jan-2014 |
Daily Ideas - 03/JAN/2014 |
India |
India Research Team |
|
| 03-Jan-2014 |
Commodities Daily Currency Report: Jan 03, 2014 |
India |
Ashwini Bansod |
|
| 02-Jan-2014 |
Sectorwise FUT OI & Delivery Report |
India |
Anshul Bhargavaa |
|
| 02-Jan-2014 |
PhillipCapital Analysis and Trading Highlights (PATH) |
India |
Anshul Bhargavaa |
|
| 02-Jan-2014 |
Manufacturing PMI declines to 50.7 |
India |
Anjali Verma |
|
| 02-Jan-2014 |
Aurobindo Pharma - Outperformance Continues - |
India |
Surya Patra |
|
| 02-Jan-2014 |
Commodities Daily Sugar Report: Jan 02, 2014 |
India |
Ashwini Bansod |
|
| 02-Jan-2014 |
Commodities Daily Currency Report: Jan 02, 2014 |
India |
Ashwini Bansod |
|
| 01-Jan-2014 |
Sectorwise FUT OI & Delivery Report |
India |
Anshul Bhargavaa |
|
| 01-Jan-2014 |
PhillipCapital Analysis and Trading Highlights (PATH) |
India |
Anshul Bhargavaa |
|
| 01-Jan-2014 |
Commodities Daily Sugar Report: Jan 01, 2014 |
India |
Ashwini Bansod |
|
| 01-Jan-2014 |
Commodities Daily Currency Report: Jan 01, 2014 |
India |
Ashwini Bansod |
|
| 31-Dec-2013 |
Sectorwise FUT OI & Delivery Report |
India |
Anshul Bhargavaa |
|
| 31-Dec-2013 |
PhillipCapital Analysis and Trading Highlights (PATH) |
India |
Anshul Bhargavaa |
|
| 31-Dec-2013 |
Biocon : Re-rating led by facts beyond estimates |
India |
Surya Patra |
|
| 31-Dec-2013 |
Daily Ideas - 31/DEC/2013 |
India |
India Research Team |
|
| 30-Dec-2013 |
Sectorwise FUT OI & Delivery Report |
India |
Anshul Bhargavaa |
|
| 30-Dec-2013 |
PhillipCapital Analysis and Trading Highlights (PATH) |
India |
Anshul Bhargavaa |
|
| 30-Dec-2013 |
Daily Ideas - 30/DEC/2013 - TECHM IN |
India |
India Research Team |
|
| 27-Dec-2013 |
Sectorwise FUT OI & Delivery Report |
India |
Anshul Bhargavaa |
|
| 27-Dec-2013 |
Tech Mahindra - Initiating Coverage - All set to join the Big league |
India |
Vibhor Singhal |
|
| 27-Dec-2013 |
Bank of India Visit Update: Poised for re-rating... Upgrade to BUY |
India |
Manish Agarwalla |
|
| 27-Dec-2013 |
Daily Ideas - 27/DEC/2013 |
India |
India Research Team |
|
| 27-Dec-2013 |
Sectorwise FUT OI & Delivery Report |
India |
Anshul Bhargavaa |
|
| 27-Dec-2013 |
PhillipCapital Analysis and Trading Highlights (PATH) |
India |
Anshul Bhargavaa |
|
| 26-Dec-2013 |
Daily Ideas - 26/DEC/2013 |
India |
India Research Team |
|
| 26-Dec-2013 |
Commodities: Oils and Oilseeds Monthly Outlook Report : Feb`14 Futures |
India |
Rajini Panicker |
|
| 26-Dec-2013 |
Sectorwise FUT OI & Delivery Report |
India |
Anshul Bhargavaa |
|
| 26-Dec-2013 |
PhillipCapital Analysis and Trading Highlights (PATH) |
India |
Anshul Bhargavaa |
|
| 24-Dec-2013 |
Axis Bank Visit Update: Manageable stress in asset quality... BUY |
India |
Manish Agarwalla |
|
| 24-Dec-2013 |
Daily Ideas - 24/DEC/2013 (PSYS IN) |
India |
India Research Team |
|
| 24-Dec-2013 |
Sectorwise FUT OI & Delivery Report |
India |
Anshul Bhargavaa |
|
| 24-Dec-2013 |
PhillipCapital Analysis and Trading Highlights (PATH) |
India |
Anshul Bhargavaa |
|
| 23-Dec-2013 |
Reliance Cement - Management Meet Update |
India |
Vaibhav Agarwal |
|
| 23-Dec-2013 |
Persistent Systems: SMAC-king out all growth concerns; maintain BUY |
India |
Vibhor Singhal |
|
| 23-Dec-2013 |
Commodities Daily Sugar Report Dec 23, 2013 |
India |
Ashwini Bansod |
|
| 23-Dec-2013 |
Commodities Daily Currency Report Dec 23, 2013 |
India |
Ashwini Bansod |
|
| 23-Dec-2013 |
PhillipCapital Analysis and Trading Highlights (PATH) |
India |
Anshul Bhargavaa |
|
| 20-Dec-2013 |
Sectorwise FUT OI & Delivery Report |
India |
Anshul Bhargavaa |
|
| 20-Dec-2013 |
Commodities Daily Sugar Report Dec 20, 2013 |
India |
Ashwini Bansod |
|
| 20-Dec-2013 |
Commodities Daily Currency Report Dec 20, 2013 |
India |
Ashwini Bansod |
|
| 19-Dec-2013 |
Sectorwise FUT OI & Delivery Report |
India |
Anshul Bhargavaa |
|
| 19-Dec-2013 |
PhillipCapital Analysis and Trading Highlights (PATH) |
India |
Anshul Bhargavaa |
|
| 19-Dec-2013 |
Phillip Commodities Daily Maize & Soymeal Futures Report, Dec 19, 2013 |
India |
Rajini Panicker |
|
| 19-Dec-2013 |
Daily Ideas - 19/DEC/2013 |
India |
India Research Team |
|
| 19-Dec-2013 |
Commodities Daily Sugar Report Dec 19, 2013 |
India |
Ashwini Bansod |
|
| 19-Dec-2013 |
Commodities Daily Currency Report Dec 19, 2013 |
India |
Ashwini Bansod |
|
| 19-Dec-2013 |
Sectorwise FUT OI & Delivery Report |
India |
Anshul Bhargavaa |
|
| 19-Dec-2013 |
PhillipCapital Analysis and Trading Highlights (PATH) |
India |
Anshul Bhargavaa |
|
| 18-Dec-2013 |
Daily Ideas - 18/DEC/2013 |
India |
India Research Team |
|
| 18-Dec-2013 |
Rates unchanged, Statement hawkish; Interest rate uncertainty persist |
India |
Anjali Verma |
|
| 18-Dec-2013 |
Commodities Daily Currency Report Dec 18, 2013 |
India |
Ashwini Bansod |
|
| 18-Dec-2013 |
Commodities Daily Sugar Report Dec 18, 2013 |
India |
Ashwini Bansod |
|
| 18-Dec-2013 |
Sectorwise FUT OI & Delivery Report |
India |
Anshul Bhargavaa |
|
| 18-Dec-2013 |
PhillipCapital Analysis and Trading Highlights (PATH) |
India |
Anshul Bhargavaa |
|
| 17-Dec-2013 |
Commodities Daily Currency Report Dec 17, 2013 |
India |
Ashwini Bansod |
|
| 17-Dec-2013 |
Sectorwise FUT OI & Delivery Report |
India |
Anshul Bhargavaa |
|
| 17-Dec-2013 |
PhillipCapital Analysis and Trading Highlights (PATH) |
India |
Anshul Bhargavaa |
|
| 16-Dec-2013 |
Food inflation ahead of expectation; 25bps Repo rate hike likely |
India |
Anjali Verma |
|
| 16-Dec-2013 |
Commodities Daily Currency Report Dec 16, 2013 |
India |
Ashwini Bansod |
|
| 16-Dec-2013 |
Commodities Daily Sugar Report Dec 16, 2013 |
India |
Ashwini Bansod |
|
| 16-Dec-2013 |
Sectorwise FUT OI & Delivery Report |
India |
Anshul Bhargavaa |
|
| 16-Dec-2013 |
PhillipCapital Analysis and Trading Highlights (PATH) |
India |
Anshul Bhargavaa |
|
| 13-Dec-2013 |
Commodities Daily Maize & Soymeal Futures Report, Dec 13, 2013 |
India |
Rajini Panicker |
|
| 13-Dec-2013 |
Commodities Weekly Chana Report Dec 13, 2013 |
India |
Ashwini Bansod |
|
| 13-Dec-2013 |
Commodities Daily Sugar Report Dec 13, 2013 |
India |
Ashwini Bansod |
|
| 13-Dec-2013 |
Commodities Daily Currency Report Dec 13, 2013 |
India |
Ashwini Bansod |
|
| 13-Dec-2013 |
IIP slumps to -1.8% and CPI jumps to 11.2%; 25bps Repo rate hike expected in December Policy |
India |
Anjali Verma |
|
| 13-Dec-2013 |
Sectorwise FUT OI & Delivery Report |
India |
Anshul Bhargavaa |
|
| 13-Dec-2013 |
PhillipCapital Analysis and Trading
Highlights (PATH) |
India |
Anshul Bhargavaa |
|
| 12-Dec-2013 |
Commodities Daily Sugar Report Dec 12, 2013 |
India |
Ashwini Bansod |
|
| 12-Dec-2013 |
Sectorwise FUT OI Delivery |
India |
Anshul Bhargava |
|
| 12-Dec-2013 |
PhillipCapital Trading Highlights (PATH) |
India |
Anshul Bhargava |
|
| 11-Dec-2013 |
November trade deficit narrowed to US$ 9.2bn |
India |
Anjali Verma |
|
| 11-Dec-2013 |
Commodities Daily Sugar Report Dec 11, 2013 |
India |
Ashwini Bansod |
|
| 11-Dec-2013 |
Commodities Weekly Maize Report Dec 10, 2013 |
India |
Ashwini Bansod |
|
| 11-Dec-2013 |
Commodities Sugar Monthly Outlook Report Dec 10, 2013 |
India |
Ashwini Bansod |
|
| 11-Dec-2013 |
Commodities Daily Currency Report, Dec 11, 2013 |
India |
Ashwini Bansod |
|
| 11-Dec-2013 |
Sectorwise FUT OI Delivery |
India |
Anshul Bhargava |
|
| 11-Dec-2013 |
PhillipCapital Trading Highlights (PATH) |
India |
Anshul Bhargava |
|
| 10-Dec-2013 |
Commodities Daily Sugar Report Dec 10, 2013 |
India |
Ashwini Bansod |
|
| 10-Dec-2013 |
Sectorwise FUT OI Delivery |
India |
Anshul Bhargava |
|
| 10-Dec-2013 |
PhillipCapital Trading Highlights (PATH) |
India |
Anshul Bhargava |
|
| 09-Dec-2013 |
Commodities Daily Sugar Report Dec 09, 2013 |
India |
Ashwini Bansod |
|
| 09-Dec-2013 |
Commodities Daily Currency Report, Dec 9, 2013 |
India |
Ashwini Bansod |
|
| 09-Dec-2013 |
Sectorwise FUT OI Delivery |
India |
Anshul Bhargava |
|
| 09-Dec-2013 |
PhillipCapital Trading Highlights (PATH) |
India |
Anshul Bhargava |
|
| 06-Dec-2013 |
Commodities Daily Sugar Report Dec 06, 2013 |
India |
Ashwini Bansod |
|
| 06-Dec-2013 |
Commodities Daily Currency Report Dec 06, 2013 |
India |
Ashwini Bansod |
|
| 06-Dec-2013 |
Sectorwise FUT OI Delivery |
India |
Anshul Bhargava |
|
| 06-Dec-2013 |
PhillipCapital Trading Highlights (PATH) |
India |
Anshul Bhargava |
|
| 05-Dec-2013 |
Sectorwise FUT OI Delivery |
India |
Anshul Bhargava |
|
| 05-Dec-2013 |
PhillipCapital Trading Highlights (PATH) |
India |
Anshul Bhargava |
|
| 05-Dec-2013 |
Commodities Daily Sugar Report Dec 05, 2013 |
India |
Ashwini Bansod |
|
| 05-Dec-2013 |
Commodities Daily Currency Report Dec 05, 2013 |
India |
Ashwini Bansod |
|
| 05-Dec-2013 |
Commodities Daily Maize & Soymeal Futures Report Dec 04, 2013 |
India |
Rajini Panicker |
|
| 04-Dec-2013 |
Commodities Oilseeds and Oils Outlook Report Dec 04, 2013 |
India |
Rajini Panicker |
|
| 04-Dec-2013 |
Sectorwise FUT OI Delivery |
India |
Anshul Bhargava |
|
| 04-Dec-2013 |
PhillipCapital Trading Highlights (PATH) |
India |
Anshul Bhargava |
|
| 03-Dec-2013 |
Commodities Daily Oilseeds and Oils Outlook Report Dec 03, 2013 |
India |
Rajini Panicker |
|
| 03-Dec-2013 |
Commodities Daily Oilseeds and Oils Outlook Report Dec 03, 2013 |
India |
Rajini Panicker |
|
| 03-Dec-2013 |
Commodities Daily Sugar Report Dec 3, 2013 |
India |
Ashwini Bansod |
|
| 03-Dec-2013 |
Commodities Daily Currency Report Dec 03, 2013 |
India |
Ashwini Bansod |
|
| 03-Dec-2013 |
Strong CAD, Weak BoP, Improving PMI, Worsening Core |
India |
Anjali Verma |
|
| 03-Dec-2013 |
Sectorwise FUT OI Delivery |
India |
Anshul Bhargava |
|
| 03-Dec-2013 |
PhillipCapital Trading Highlights (PATH) |
India |
Anshul Bhargava |
|
| 02-Dec-2013 |
Commodities: Weekly Assets Performance Report, Dec 2, 2013 |
India |
Ashwini Bansod |
|
| 02-Dec-2013 |
Commodities Daily Sugar Report Dec 2, 2013 |
India |
Ashwini Bansod |
|
| 29-Nov-2013 |
Q2FY14 GDP - Growth improved to 4.8% in a quarter of Tight liquidity and Lull activities; we up FY14E GDP to 4.6% |
India |
Anjali Verma |
|
| 29-Nov-2013 |
Commodities Weekly Chana Report, Nov 29, 2013 |
India |
Ashwini Bansod |
|
| 29-Nov-2013 |
Sectorwise FUT OI Delivery |
India |
Anshul Bhargava |
|
| 29-Nov-2013 |
PhillipCapital Analysis and Trading Highlights (PATH) |
India |
Anshul Bhargava |
|
| 28-Nov-2013 |
Commodities Daily Maize & Soymeal Futures Report, Nov 28, 2013 |
India |
Ashwini Bansod |
|
| 28-Nov-2013 |
Sectorwise FUT OI Delivery |
India |
Anshul Bhargava |
|
| 28-Nov-2013 |
PhillipCapital Analysis and Trading Highlights (PATH) |
India |
Anshul Bhargava |
|
| 28-Nov-2013 |
Banking Monthly - Nov 2013 |
India |
Manish Agarwalla |
|
| 28-Nov-2013 |
Commodities Daily Sugar Report Nov 28, 2013 |
India |
Ashwini Bansod |
|
| 28-Nov-2013 |
Daily Currency Report, Nov 28, 2013 |
India |
Ashwini Bansod |
|
| 27-Nov-2013 |
Commodities Daily Maize & Soymeal Futures Report, Nov 27, 2013 |
India |
Rajini Panicker |
|
| 27-Nov-2013 |
Pharma Sector; Value growth ahead |
India |
Surya Patra |
|
| 27-Nov-2013 |
ECONOMIC OUTLOOK - Expectations building higher; Implementation awaited |
India |
Anjali Verma |
|
| 27-Nov-2013 |
Commodities: Oils and Oilseeds Monthly Outlook Report : Jan`14 Futures |
India |
Rajini Panicker |
|
| 27-Nov-2013 |
Future Turning Point (FTP) |
India |
Anshul Bhargava |
|
| 27-Nov-2013 |
PhillipCapital Stock Delivery Report (PSDR) |
India |
Anshul Bhargava |
|
| 27-Nov-2013 |
Sectorwise FUT OI Delivery |
India |
Anshul Bhargava |
|
| 27-Nov-2013 |
PhillipCapital Analysis and Trading Highlights (PATH) |
India |
Anshul Bhargava |
|
| 27-Nov-2013 |
PhillipCapital On Derivatives (PCODE) |
India |
Anshul Bhargava |
|
| 27-Nov-2013 |
PhillipCapital Open Interest (POINT) |
India |
Anshul Bhargava |
|
| 27-Nov-2013 |
Commodities Daily Sugar Report Nov 27, 2013 |
India |
Ashwini Bansod |
|
| 27-Nov-2013 |
Commodities Daily Currency Report, Nov 27, 2013 |
India |
Ashwini Bansod |
|
| 26-Nov-2013 |
PhillipCapital Open Interest (POINT) |
India |
Anshul Bhargava |
|
| 26-Nov-2013 |
PhillipCapital On Derivatives (PCODE) |
India |
Anshul Bhargava |
|
| 26-Nov-2013 |
PhillipCapital Analysis and Trading Highlights (PATH) |
India |
Anshul Bhargava |
|
| 26-Nov-2013 |
Sectorwise FUT OI Delivery |
India |
Anshul Bhargava |
|
| 26-Nov-2013 |
PhillipCapital Stock Delivery Report (PSDR) |
India |
Anshul Bhargava |
|
| 26-Nov-2013 |
Future Turning Point (FTP) |
India |
Anshul Bhargava |
|
| 26-Nov-2013 |
Commodities Daily Agri Trades Nov 26, 2013 |
India |
Ashwini Bansod |
|
| 26-Nov-2013 |
Commodities Daily Metals and Energy Trades Nov 26, 2013 |
India |
Ashwini Bansod |
|
| 25-Nov-2013 |
PhillipCapital On Derivatives (PCODE) |
India |
Anshul Bhargava |
|
| 25-Nov-2013 |
Future Turning Point (FTP) |
India |
Anshul Bhargava |
|
| 25-Nov-2013 |
PhillipCapital Stock Delivery Report (PSDR) |
India |
Anshul Bhargava |
|
| 25-Nov-2013 |
Sectorwise FUT OI Delivery |
India |
Anshul Bhargava |
|
| 25-Nov-2013 |
3 PhillipCapital Analysis and Trading Highlights (PATH) |
India |
Anshul Bhargava |
|
| 25-Nov-2013 |
PhillipCapital On Derivatives (PCODE) |
India |
Anshul Bhargava |
|
| 25-Nov-2013 |
Commodities: Weekly Assets Performance Report |
India |
Ashwini Bansod |
|
| 22-Nov-2013 |
PhillipCapital On Derivatives (PCODE) |
India |
Anshul Bhargava |
|
| 22-Nov-2013 |
PhillipCapital Analysis and Trading Highlights (PATH) |
India |
Anshul Bhargava |
|
| 22-Nov-2013 |
Sectorwise FUT OI Delivery |
India |
Anshul Bhargava |
|
| 22-Nov-2013 |
PhillipCapital Stock Delivery Report (PSDR) |
India |
Anshul Bhargava |
|
| 22-Nov-2013 |
Minutes of the RBI Meeting – Rate hike was with consensus; Mixed inflation outlook |
India |
Anjali Verma |
|
| 21-Nov-2013 |
PhillipCapital On Derivatives (PCODE) |
India |
Anshul Bhargava |
|
| 21-Nov-2013 |
PhillipCapital Stock Delivery Report (PSDR) |
India |
Anshul Bhargava |
|
| 21-Nov-2013 |
Derivatives Margin Summary (DMS) |
India |
Anshul Bhargava |
|
| 21-Nov-2013 |
PhillipCapital Stock Delivery Report (PSDR) |
India |
Anshul Bhargava |
|
| 21-Nov-2013 |
PhillipCapital Open Interest (POINT) |
India |
Anshul Bhargava |
|
| 21-Nov-2013 |
Sectorwise FUT OI Delivery |
India |
Anshul Bhargava |
|
| 21-Nov-2013 |
PhillipCapital Analysis and Trading Highlights (PATH) |
India |
Anshul Bhargava |
|
| 20-Nov-2013 |
PhillipCapital On Derivatives (PCODE) |
India |
Anshul Bhargava |
|
| 20-Nov-2013 |
PhillipCapital Analysis and Trading Highlights (PATH) |
India |
Anshul Bhargava |
|
| 20-Nov-2013 |
Sectorwise FUT OI Delivery |
India |
Anshul Bhargava |
|
| 20-Nov-2013 |
PhillipCapital Stock Delivery Report (PSDR) |
India |
Anshul Bhargava |
|
| 20-Nov-2013 |
PhillipCapital Open Interest (POINT) |
India |
Anshul Bhargava |
|
| 20-Nov-2013 |
Margin disappointment due to one-offs; maintain BUY - PhillipCapital (India) |
India |
Vibhor Singhal |
|
| 20-Nov-2013 |
Mangalam Cement: Q2FY14 Conference Call Takeaways & Results Note: BUY-TP-Rs122(+16%) |
India |
Vaibhav Agarwal |
|
| 20-Nov-2013 |
Indusind Bank - Cyclical downturn but structural story intact - BUY |
India |
Manish Agarwalla |
|
| 19-Nov-2013 |
PhillipCapital On Derivatives (PCODE) |
India |
Anshul Bhargava |
|
| 19-Nov-2013 |
PhillipCapital Analysis and Trading Highlights (PATH) |
India |
Anshul Bhargava |
|
| 19-Nov-2013 |
Sectorwise FUT OI Delivery |
India |
Anshul Bhargava |
|
| 19-Nov-2013 |
PhillipCapital Stock Delivery Report (PSDR) |
India |
Anshul Bhargava |
|
| 19-Nov-2013 |
PhillipCapital Open Interest (POINT) |
India |
Anshul Bhargava |
|
| 19-Nov-2013 |
Commodities Weekly Maize Report, Nov 19, 2013 |
India |
Ashwini Bansod |
|
| 18-Nov-2013 |
PhillipCapital On Derivatives (PCODE) |
India |
Anshul Bhargava |
|
| 18-Nov-2013 |
PhillipCapital Analysis and Trading Highlights (PATH) |
India |
Anshul Bhargava |
|
| 18-Nov-2013 |
Sectorwise FUT OI Delivery |
India |
Anshul Bhargava |
|
| 18-Nov-2013 |
PhillipCapital Stock Delivery Report (PSDR) |
India |
Anshul Bhargava |
|
| 18-Nov-2013 |
PhillipCapital Open Interest (POINT) |
India |
Anshul Bhargava |
|
| 18-Nov-2013 |
JK Cement - Q2FY14 Call Takeaways & Results Note |
India |
Vaibhav Agarwal |
|
| 15-Nov-2013 |
GVK Power - 2QFY14 Results |
India |
Vibhor Singhal |
|
| 15-Nov-2013 |
IRB Infra - 2QFY14 Results |
India |
Vibhor Singhal |
|
| 14-Nov-2013 |
PhillipCapital On Derivatives (PCODE) |
India |
Anshul Bhargava |
|
| 14-Nov-2013 |
PhillipCapital Analysis and Trading Highlights (PATH) |
India |
Anshul Bhargava |
|
| 14-Nov-2013 |
PhillipCapital Analysis and Trading Highlights (PATH) |
India |
Anshul Bhargava |
|
| 14-Nov-2013 |
Sectorwise FUT OI Delivery |
India |
Anshul Bhargava |
|
| 14-Nov-2013 |
PhillipCapital Stock Delivery Report (PSDR) |
India |
Anshul Bhargava |
|
| 14-Nov-2013 |
PhillipCapital Open Interest (POINT) |
India |
Anshul Bhargava |
|
| 14-Nov-2013 |
WPI: Oct inflation jumps to 7%; Inflation stood at 7% back in Aug as well (Now we know!)... |
India |
Anjali Verma |
|
| 14-Nov-2013 |
WPI: Oct inflation jumps to 7%; Inflation stood at 7% back in Aug as well (Now we know!)..... |
India |
Anjali Verma |
|
| 14-Nov-2013 |
India Cements - Call Takeaways & Results Note - BUY - TP - Rs81 |
India |
Vaibhav Agarwal |
|
| 14-Nov-2013 |
SBI Q2FY14 - Earnings under pressure... |
India |
Manish Agarwalla |
|
| 14-Nov-2013 |
India Cements - Call Takeaways & Results Note |
India |
Vaibhav Agarwal |
|
| 14-Nov-2013 |
SBI Q2FY14 - Earnings under pressure |
India |
Manish Agarwalla |
|
| 13-Nov-2013 |
PhillipCapital On Derivatives (PCODE) |
India |
Anshul Bhargava |
|
| 13-Nov-2013 |
PhillipCapital Analysis and Trading Highlights (PATH) |
India |
Anshul Bhargava |
|
| 13-Nov-2013 |
Sectorwise FUT OI Delivery |
India |
Anshul Bhargava |
|
| 13-Nov-2013 |
PhillipCapital Stock Delivery Report (PSDR) |
India |
Anshul Bhargava |
|
| 13-Nov-2013 |
PhillipCapital Open Interest (POINT) |
India |
Anshul Bhargava |
|
| 13-Nov-2013 |
GMR Infra - 2QFY14 Results - Disappointing results; downgrade to NEUTRAL |
India |
Vibhor Singhal |
|
| 12-Nov-2013 |
PhillipCapital On Derivatives (PCODE) |
India |
Anshul Bhargava |
|
| 12-Nov-2013 |
Sectorwise FUT OI Delivery |
India |
Anshul Bhargava |
|
| 12-Nov-2013 |
PhillipCapital Stock Delivery Report (PSDR) |
India |
Anshul Bhargava |
|
| 12-Nov-2013 |
PhillipCapital Open Interest (POINT) |
India |
Anshul Bhargava |
|
| 12-Nov-2013 |
IIP, CPI - In line with Expectations; Sluggishness persists |
India |
Anjali Verma |
|
| 12-Nov-2013 |
HSIL Q2FY14 Result Update - Growth led by building division, glassware continue to drag |
India |
Vibhor Singhal |
|
| 12-Nov-2013 |
Canara Bank Q2FY14 -Growth picks up, but asset quality risk remains... |
India |
Manish Agarwalla |
|
| 11-Nov-2013 |
INDONOMICS - October trade deficit expectedly inch higher |
India |
Anjali Verma |
|
| 08-Nov-2013 |
Dalmia Bharat & OCL India (Results Note & Earnings Call Takeaways) |
India |
Vaibhav Agarwal |
|
| 07-Nov-2013 |
Cement: Meeting Update: Industry Expert View |
India |
Vaibhav Agarwal |
|
| 01-Nov-2013 |
Bank of India Q2FY14 - Stable asset quality but sustainability a key for re-rating |
India |
Manish Agarwalla |
|
| 01-Nov-2013 |
Bank of Baroda Q2FY14 - Impaired asset quality continues to rise |
India |
Manish Agarwalla |
|
| 31-Oct-2013 |
IT Services - Quarterly Review - The party continues |
India |
Vibhor Singhal |
|
| 31-Oct-2013 |
Union Bank Q2FY14 - Asset quality stress continues... |
India |
Manish Agarwalla |
|
| 30-Oct-2013 |
Havells 2QFY14 Results - Back with a bang |
India |
Vibhor Singhal |
|
| 30-Oct-2013 |
Shriram Transport Finance Q2FY14 - Succumbs to Margin pressure… |
India |
Manish Agarwalla |
|
| 30-Oct-2013 |
OBC Q2FY14 - Asset quality pressures mount |
India |
Manish Agarwalla |
|
| 29-Oct-2013 |
INDONOMICS - 25bps rate hike delivered; 25bps more expected |
India |
Anjali Verma |
|
| 28-Oct-2013 |
INDONOMICS - Monetary tightening likely to continue |
India |
Anjali Verma |
|
| 28-Oct-2013 |
Shree Cement - Q1FY14 Results Note) - Maintain BUY - PT: Rs5,106/- (+15%) |
India |
Vaibhav Agarwal |
|
| 28-Oct-2013 |
Adani Ports - 2QFY14 Results - Mixed set of numbers; maintain BUY |
India |
Vibhor Singhal |
|
| 25-Oct-2013 |
ICICI Bank - Core earnings strong but asset quality stress aggravates |
India |
Manish Agarwalla |
|
| 24-Oct-2013 |
Greenply Industries - 2QFY14 Results - Declining demand catching up |
India |
Vibhor Singhal |
|
| 24-Oct-2013 |
Ambuja Cement - Q3CY13 Results Note (Maintain Neutral: PT: Rs180 (-8%) |
India |
Vaibhav Agarwal |
|
| 24-Oct-2013 |
ACC - Upgrade to Buy (Target Price Rs1,357) |
India |
Vaibhav Agarwal |
|
| 23-Oct-2013 |
JK Lakshmi - Q2FY14 Results Note & Earnings Call Takeaways |
India |
Vaibhav Agarwal |
|
| 23-Oct-2013 |
Wipro - Almost There; maintain NEUTRAL |
India |
Vibhor Singhal |
|
| 23-Oct-2013 |
Heidelberg Cement - (Results & Earnings Call Takeaways |
India |
Vaibhav Agarwal |
|
| 21-Oct-2013 |
HDFC Ltd Q2FY14 Results - Slowdown more evident |
India |
Manish Agarwalla |
|
| 21-Oct-2013 |
Persistent Systems 2QFY14 Results: Consistent results; maintain BUY |
India |
Vibhor Singhal |
|
| 21-Oct-2013 |
UltraTech Cement - Q2FY14 Update - Buy (Target Price - Rs2,316 (+18%)) |
India |
Vaibhav Agarwal |
|
| 18-Oct-2013 |
HCL Tech 2QFY14 Results - IMS continues to deliver; maintain BUY |
India |
Vibhor Singhal |
|
| 17-Oct-2013 |
Axis Bank Q2FY14 Results - Asset quality guidance restated... |
India |
Manish Agarwalla |
|
| 17-Oct-2013 |
DCB Q2FY14 Results - New funding avenues paying off... |
India |
Manish Agarwalla |
|
| 15-Oct-2013 |
TCS 2QFY14 Results - Another Strong Quarter |
India |
Vibhor Singhal |
|
| 15-Oct-2013 |
HDFC Bank Q2FY14 Results - Core earnings moderates... |
India |
Manish Agarwalla |
|
| 14-Oct-2013 |
INDONOMICS - Third consecutive month of sharp rise in inflation; Sep inflation at 6.5% |
India |
Anjali Verma |
|
| 14-Oct-2013 |
Plant Visits & Road Trip Update - Rajasthan - North India (Nimbahera to Chittorgarh Belt) |
India |
Vaibhav Agarwal |
|
| 11-Oct-2013 |
INDONOMICS - August IIP in line and at more realistic levels |
India |
Anjali Verma |
|
| 11-Oct-2013 |
Infosys 2QFY14 Results - Mixed Bag; Maintain NEUTRAL |
India |
Vibhor Singhal |
|
| 09-Oct-2013 |
INDONOMICS - Sep trade deficit hits 30-month low |
India |
Anjali Verma |
|
| 09-Oct-2013 |
INDONOMICS - Sep trade deficit hits 30-month low |
India |
Anjali Verma |
|
| 08-Oct-2013 |
IT Services - Q2FY14 Results Preview - Rupee Depreciation to Boost Earnings |
India |
Vibhor Singhal |
|
| 07-Oct-2013 |
Q2FY14 Earnings Preview: Rupee gives a breather but macro headwinds persist (Oct 2013) |
India |
Phillip Research Team |
|
| 07-Oct-2013 |
Key Takeaways from Call with India largest Multi-Brand Cement Distributor |
India |
Vaibhav Agarwal |
|
| 04-Oct-2013 |
INDONOMICS - Sluggishness Persists; few signs of stability |
India |
Anjali Verma |
|
| 04-Oct-2013 |
INDONOMICS - Sluggishness Persists; few signs of stability |
India |
Anjali Verma |
|
| 25-Sep-2013 |
HDFC Bank: Earnings can derail... |
India |
Manish Agarwalla |
|
| 20-Sep-2013 |
INDONOMICS - Partial reversal of Liquidity tightening measures expected |
India |
Anjali Verma |
|
| 20-Sep-2013 |
INDONOMICS - Days of Surprises! Repo rate hiked by 25bps |
India |
Anjali Verma |
|
| 18-Sep-2013 |
Shree Cement - Management Meet Takeaways |
India |
Vaibhav Agarwal |
|
| 17-Sep-2013 |
IT Services Sector: Will The Party Continue ? |
India |
Vibhor Singhal |
|
| 16-Sep-2013 |
INDONOMICS - Second consecutive month of sharp rise in inflation; Aug inflation at 6.1% |
India |
Anjali Verma |
|
| 12-Sep-2013 |
INDONOMICS - IIP growth much ahead of expectations; CPI remained elevated at 9.5% |
India |
Anjali Verma |
|
| 10-Sep-2013 |
INDONOMICS - August trade deficit narrowed to US$ 10.9bn |
India |
Anjali Verma |
|
| 04-Sep-2013 |
INDONOMICS - Clear, Bold, Confident and Decisive RBI Governor: So Far So Best |
India |
Anjali Verma |
|
| 02-Sep-2013 |
INDONOMICS - PMI at 48.5 reflects manufacturing contraction |
India |
Anjali Verma |
|
| 01-Jan-1900 |
Praj Industries 3QFY23 Update - Building sustainable business drivers Upgrade to BUY |
India |
Vikram Suryavanshi |
|