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Articles By Jefferies

541 Articles

Upgraded to Hold rating on GAIL: Rasgas contract revision comes as a major relief

GAIL’s third quarter earnings were well ahead of estimates driven primarily by better trading profits and to a lesser extent by better petrochemical and LPG earnings.

Upgraded to Hold rating on GAIL: Rasgas contract revision comes as a major relief

Slow volume growth a risk Coal India faces, target Rs 405: Jefferries

Coal India Limited's (CIL's) EBITDA ex OBR grew 10%y-o-y (7% beat) in 3Q. Avg. realization dipped 1% q-o-q. FSA realization declined 1.4% q-o-q due to higher mix of coal from MCL (lower grade), higher mix of sales to power se

Slow volume growth a risk Coal India faces, target Rs 405: Jefferries

Hold rating on JSW Steel: Preferred over its Indian peers but estimates down

Q3 Ebitda was below our estimate due to lower ASP (average selling price) and outage related costs.

Hold rating on JSW Steel: Preferred over its Indian peers but estimates down

Prioritising growth right strategy for MakeMyTrip

Makemytrip reported over 300% growth in domestic hotel transactions in 3Q, vs our expectation and management guidance of 175-200% growth.

Prioritising growth right strategy for MakeMyTrip

Buy rating on HDFC Bank: On course to outdo peers

HDFC Bank (HDFCB) continues to grow well in excess of the system (headline and retail) taking in market share while managing credit costs.

Buy rating on HDFC Bank: On course to outdo peers

Retain ‘buy’ on Axis Bank, but lower target

Axis Bank surprised us with a mere `10 billion of new NPAs under RBI's scrutiny – resets two views: RBI thinks 5/25 and SDR are legitimate tools under current scenario, asset quality bumps are postponed to future and spread

axis bank

Consumer Products: The bad and ugly in consumption story

Consumption trends remain weak across categories, with revenue growth for discretionary companies at 20-year lows in real terms.

Consumer Products: The bad and ugly in consumption story

Maintain ‘buy’ on Power Grid, target Rs 185

Power transmission projects are mainly awarded through, nomination basis to Power Grid (PGCIL) and competitive bidding (TBCB). Sector was opened to TBCB in 2010. Sharp pick-up has been seen only in FY16E, with 9M accounting f

Maintain ‘buy’ on Power Grid, target Rs 185

Maintain ‘buy’ on Gujarat Pipavav, target Rs 215: Jefferies

Gujarat Pipavav Port (Pipavav) has put behind a difficult 2Q of lost shipping liners, bad weather and disrupted rail operations.

Maintain ‘buy’ on Gujarat Pipavav, target Rs 215: Jefferies

Diversified industrials: Bottom Up 2016 -Keen Interest in India

MNC Engineering received strong interest and Railways came as a positive surprise to investors with PMO directly looking into the Dedicated Freight Corridor project

Diversified industrials: Bottom Up 2016 -Keen Interest in India

Retain ‘hold’ on Tata Steel, target Rs 205

Retain ‘hold’ on Tata Steel with a target price of R205 per share. We believe the potential divestment of its UK’s long product assets is unlikely to help in deleveraging.

Retain ‘hold’ on Tata Steel, target Rs 205

‘Buy’ on TCS with target price of Rs 2,920

Tcs issued a profit warning for the December quarter, due to operational disruptions from Chennai floods in the first week of the month.

‘Buy’ on TCS with target price of Rs 2,920

Metals and mining: Outlook’s tough for the steel industry

While domestic demand has shown positive signs, the steel pricing pressure is likely to persist

Metals and mining: Outlook’s tough for the steel industry

Maintain ‘buy’ on Nestle, firm poised for strong growth: Jefferies

We maintain ‘buy’ on Nestle India but cut our revenue and earnings forecast by c.5-10% to factor in year-to-date performance and the prolonged market weakness.

Maintain ‘buy’ on Nestle, firm poised for strong growth: Jefferies

Retain ‘buy’ on Sun Pharma, target Rs 1,050: Jefferies

Retain ‘buy’ on Sun Pharmaceuticals with a target price of R1,050 per share. Taro announced that it plans to invest in wind energy plant in the US along with Sun Pharma to gain tax benefits.

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Buy rating on ONGC; Outlook positive for ONGC

While Q2 Ebitda was in line with estimates, net profit was 13 % higher due to lower exploration related write-offs

Buy rating on ONGC; Outlook positive for ONGC

Maintain ‘hold’ on Dr Reddy’s, target Rs 3,600: Jefferies

We retain our ‘hold’ rating on the D. Reddy’s Laboratories (DRRD) stock. Earnings for the next 6-9 months will remain subdued in our view...

Maintain ‘hold’ on Dr Reddy’s, target Rs 3,600: Jefferies

Maintain hold on Crompton Greaves, target Rs 160: Jefferies

Crompton Greaves (CRG) reported disappointing 2QFY15 EBITDA – 13.5% below estimates.

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Buy rating on JSW steel; Volumes help JSW Steel spring a surprise

Likely fall in iron costs and ramp-up in production bode well for company

Buy rating on JSW steel; Volumes help JSW Steel spring a surprise

Hold rating on HUL; Steady volumes, disappointing margins

The company posted resilient growth amidst a tough environment

Hindustan Unilever Q4 result

IT sector earnings preview: Cross-currency impact to pull down revenue growth

Revenue growth convergence between TCS and Infosys to become apparent

IT sector earnings preview: Cross-currency impact to pull down revenue growth

Buy rating on Strides Arcolab: Strides’ unique business model likely to yield the company dividends

It has the tangible and intangible capabilities to grow its business

Buy rating on Strides Arcolab: Strides’ unique business model likely to yield the company dividends

Hold PNB as stress high, target R150

Retain ‘hold’ on Punjab National Bank with a price target of R150 per share.

Hold PNB as stress high, target R150

What makes State Bank of India stocks worth owning

SBI failed to live up to the expectation of a sharp turnaround in asset quality set by BOB and PNB earlier but, in isolation, the trend is promising.

State Bank of India shares rise post drop in fresh bad loans

Hold rating on Larsen & Toubro; Margins under pressure

Domestic revenues remain flat as Middle East sees pick-up

Larsen & Toubro

Buy rating on SBI; Inching closer to inflection point

Restructuring blots an excellent quarter; slippage ratio set to decline in quarters ahead

Buy rating on SBI; Inching closer to inflection point

Voltas may see re-rating on stronger profit visibility: Jefferies

Voltas’ Q4FY15 Ebitda came in 43% above expectations. Strong unitary cooling segment margins, primarily air-conditioners...

Voltas may see re-rating on stronger profit visibility: Jefferies
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