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Jefferies

Articles By Jefferies

548 Articles

Revolvers and transactors in banking: HDFC Bank leads, ICICI Bank improves, but IndusInd deteriorates

Sustainable and scalable cards business requires a judicious mix of “revolvers” and “transactors”.

IRB Infrastructure Developers gets ‘Hold’ rating from Jefferies

Investor interest in the trust will be key given that enterprise valuation of R80 bn is fairly aggressive.

IRB Infrastructure Developers gets ‘Hold’ rating from Jefferies

Buy rating on Coal India Limited in Q1: Fall in realisations offset by lower costs: Jefferies

Continuation of overburden removal charges despite shift to Ind AS led to profit miss

Buy rating on Coal India Limited in Q1: Fall in realisations offset by lower costs: Jefferies

Its BUY for Coal India as coal demand could improve in second half, easing off-take concerns

CIL volumes in August was hit by heavy rainfall in key mining areas.

Reiterate ‘buy’ on Shriram Transport, target Rs 1,425

Jefferies believe muted CV sales near term is temporary and should improve in 2H

Quick Heal: Risk reward evenly balanced, says Jefferies

Expect revenue/EPS CAGR of 16%/18.5 % in FY16-19e, driven by growth in enterprise and government and mobile segments, even as headwinds remain

Jefferies says Reliance Jio ‘interconnect charges to be less if user base expands’

R Jio launch is disruptive due to voice being made free and 29-54% cuts on data vs current blended pricing.

Reliance JIO 4g launch, JIO 4G Launch, Reliance JIO 4g, JIO 4g, Reliance JIO 4g SIM

HPCL: A fine performance

Ebitda & net profit beat estimates by huge margin owing to product inventory gains

HPCL refinery, HPCL new refinery, Hindustan Petroleum Corp, HPCL investment, HPCL refining capacity

Jefferies maintains ‘Buy’ on Indraprastha Gas; target price Rs 822

IGL’s Q1 net profit was 13% above our and 25% above consensus estimates as both volume growth and margins surprised positively.

Jefferies maintains ‘Buy’ on Indraprastha Gas; target price Rs 822

Generic pharma sectors earnings growth expectations still elevated

Generic pharma industry is seeing structural changes which along with the increased revenue base ($ 2 bn+) is driving Indian pharma's strategy to transition towards speciality products over the next 3yrs.

Post GST, auto industry may see 7-10 per cent price reduction: Jefferies

Auto industry is one of the most highly taxed sectors. In addition, owing to the long, complex supply chain, there is cascading of taxes and tax costs associated with inter-state transactions. Implementation of GST, even with

Infosys, TCS have clear lead over other Indian IT vendors: Jefferies

Our two-week marketing in US/Europe suggests abundant caution and underweight stance on the sector among investors. Risks of tech transition — cloud, automation and ability to adapt; pricing pressure and its impact on margi

Infosys, TCS have clear lead over other Indian IT vendors: Jefferies

ICICI Bank vs Axis Bank stocks? Which is better choice, check out here

While both banks have good prospects, ICICI Bank seems a better choice

ICICI Bank launches new payment service on smartphones

Jefferies retains ‘Buy’ on Natco, target price Rs 730

Natco reported a good set of results with revenues inline with expectation and margins 200bps ahead of expectation. Profit after tax came 6% ahead of expectation.

Jefferies retains ‘Buy’ on Natco, target price Rs 730

Tariff orders on GAIL’s 3 major pipelines may not come soon

We met GAIL's management recently. The company indicated that tariff orders on three larger pipelines are unlikely anytime soon.

Jefferies retains ‘Buy’ rating on ICICI Bank; target price Rs 305

Quarter was weaker than our muted expectation - sharp NIM collapse from interest reversal owing to higher NPLs, continued weak fees. We expect Sept quarter to be even worse operationally and an even higher NPL recognition, bu

ICICI Prudential Life

HDFC Ltd. rated ‘Hold’; AUM growth only positive

NIM was near the bottom end of the last 20-quarter range even as asset quality worsened

hdfc, bse sensex, nse nifty

Jefferies cuts Bajaj Finance to ‘Hold’, ups target to Rs 10,600

Q1 profit grew 47% year-on-year (y-o-y) to `420 crore (10% beat) as stronger NII growth and operating leverage gains, offset higher credit costs. We raise our FY17-18E EPS by 5-6%.

Jefferies cuts Bajaj Finance to ‘Hold’, ups target to Rs 10,600

Jefferies: Mahindra Finance target price raised to Rs 365

Q1 results disappointed, but it mainly reflects rural stress prevailing before monsoon. Also Q1 accounted for only 14-19% of profit in FY15-16. With monsoon progressing on track, visibility around a potential recovery in rura

Mahindra

Reliance Industries gets ‘Buy’ rating; 9 key takeaways

Reliance reported a large beat in Q1 earnings driven by gross refining margin (GRM) of $11.5/barrel. However, based on management commentary, we believe $2-2.4/barrel of this may not be replicable going forward. Management re

Reliance Industries gets ‘Buy’ rating; 9 key takeaways

Improvement in ABB margin seen in second half

ABB reported results in-line with expectations.

Improvement in ABB margin seen in second half

Jefferies rates TCS as ‘Buy’ despite slip; here’s why

Slowing growth in banking/financials/insurance and decline in Japan dragged down performance

TCS shares

Household consumption makes NTPC, PGCIL shine brighter; here’s why

NTPC and PGCIL to gain from earnings stability and SEB reforms

Household consumption makes NTPC, PGCIL shine brighter; here’s why

Expect mixed quarter for Indian pharma companies: Jefferies

We expect a mixed quarter for the Indian pharma sector. While US business should see strong growth led by exclusivity, base business performance would be muted driven by pricing erosion and increased competition.

Expect mixed quarter for Indian pharma companies: Jefferies

Hindustan Petroleum capex plans prioritise investment

In its analyst meet on Friday, Hindustan Petroleum (HPCL) management raised its standalone capex guidance significantly to `534 billion over FY17-21 vs. `310 billion over FY16-20 earlier.

Hindustan Petroleum capex plans prioritise investment

HPCL raises core capex guidance for five years: Jefferies

In its analyst meet on Friday, HPCL management raised its standalone capex guidance significantly to R53,400 crore over FY17-21 vs R31,000 crore over FY16-20 earlier.

HPCL raises core capex guidance for five years: Jefferies

IndusInd Bank: prospects are good says Nomura; rates it as ‘hold’

While earnings prospects are good, some underlying revenue streams need to be closely watched

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