Mobile banking, arriving with a bang
RBI will continue to raise competitive intensity in banking, increasing risks for incumbent banks
Sell rating on Tata Steel: Yuan compounds woes
One-offs inflate PAT: Tata Steel’s Q1FY16 volumes for the India operations were 5% below our estimates, but European business volumes were 8% above our estimates.
Initiate ‘sell’ on Cipla as risks outweigh likely rewards
Cipla’s decade-long effort on inhaler development may finally bear fruit over the next five years.
Reiterate buy on Bata with 13% upside: Ambit Capital
Bata’s revenues declined by 1% y-o-y in Q5FY15 (5% below our estimates) due to (a) supply chain challenges continuing...
‘Sell’ rating on HUL: Rally may end in de-rating
Demand muted across categories; topline growth to face pressure this year
Buy IPCA Labs on possible resolution of import alerts
Maintain ‘buy’ on IPCA Laboratories and retain target price of R900 for March 2016, implying 20x FY17e EPS.
Persistent Systems hits a speed-bump
One of Persistent’s top-5 clients has decided to sharply cut its product engineering spend to Persistent.
Advertisement
Advertisement
Advertisement
