Contrary to its expectations however, the telco is likely to be spectrum-constrained in the medium term
Utilities, pharmaceuticals, tractors, oil marketing companies, cement and consumer staples appear to be the most insulated sectors in India. Stocks…
There have been concerns about the potential acquisition of JSPL’s Tamnar-I (1GW) coal-based power project by JSW Energy, as per…
Investors must not ignore the vital shift in Modi govt’s policy focus to rural India
We are increasing our FY17/18 EBITDA and EPS forecasts for Tata Motors by 7/10% and 17/20% to factor in our…
Product launches in US markets and synergies from recent acquisitions are set to drive sector earnings at a CAGR of…
Company needs to release capital by value unlocking and/or cut NWC/sales
Core growth in capacity and regulated equity to drive earnings
Jaguar XE likely to expand market and volumes for JLR
Market expectations have moderated: Hero (-24%), Bajaj (-16%) and TVS (-13%) have underperformed the Sensex (-3%) this year.
Distress valuations make state-owned banks attractive near term
