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    1. Business News
    2. Authors
    3. kotak institutional equities

    Kotak Institutional Equities

    Idea Cellular: Decent Q2 amidst odds

    While the next few quarters will be challenging for incumbent telcos, Idea’s focus is right and it should be able…

    By Kotak Institutional Equities
    October 31, 2016 06:22 IST
    HDFC Bank’s strong positioning in high-growth retail segment and calibrated growth in corporate loans make it a good bet

    HDFC Bank reported another quarter of stable performance with earnings growth of 20% y-o-y on the back of similar operating…

    By Kotak Institutional Equities
    October 31, 2016 06:21 IST
    Showing in line with markets

    September month saw limited price changes and similar RM trends m-o-m; ‘treading selectively’ should be the mantra

    By Kotak Institutional Equities
    October 22, 2016 06:01 IST
    Dewan Housing Finance share price: Kotak maintains ‘Buy’ rating, target price Rs 250

    DHFL’s 2QFY17 performance was driven by strong (20%) loan growth and improvement in operating expenses ratio to 25% from 27%…

    By Kotak Institutional Equities
    Updated: October 19, 2016 06:48 IST
    Metals & Mining Sector Preview: Volumes to rise for steel companies

    After strong improvement in Q1FY17 earnings of steel companies aided by MIP, we expect moderate sequential decline due to 2-6%…

    By Kotak Institutional Equities
    October 17, 2016 06:25 IST
    India Inc Q2 Preview : Expect net profit to rise 15.3%, says Kotak

    We expect net profits of the Kotak Institutional Equities (KIE) universe to increase 15.3% y-o-y, led by sharp increase in…

    By Kotak Institutional Equities
    October 10, 2016 06:08 IST
    Bank and NBFCs bad loans woes: Earnings may fall 15%, says kotak

    Earnings likely to decline by 15% y-o-y due to provisions for bad loans; retail-oriented banks expected to report stable/better performance

    By Kotak Institutional Equities
    October 10, 2016 06:07 IST
    dr reddy's labs shares
    Kotak puts ‘Sell’ rating on Dr Reddy’s Laboratories; here’s why

    While the stock’s re-rated on account of hopes on several fronts, the pipeline isn’t sufficient to offset competitive pressures on…

    By Kotak Institutional Equities
    Updated: October 1, 2016 07:05 IST
    Carrier’s strategy yielding results

    Recovery in yield, along with continued strong volume growth, the key near-term trigger for IndiGo’s stock price

    By Kotak Institutional Equities
    September 26, 2016 06:05 IST
    How Ministry’s holistic approach bodes well for coastal shipping sector

    The Ministry of Shipping’s holistic approach, efforts to learn from past mistakes, and prompt policy steps bode well for sector

    By Kotak Institutional Equities
    Updated: September 24, 2016 07:49 IST
    Indian banks: Earnings decline in another week quarter

    Environment still challenging for banks, with NII growth at a sluggish 5%

    By Kotak Institutional Equities
    September 20, 2016 06:10 IST
    Reliance JIO 4g, Reliance JIO 4g plans, Reliance Jio 4G Data plans, Reliance Jio 4G tariffs, Reliance Jio 4G tariff plans, Reliance Jio 4G SIM card activation, Reliance JIO 4g launch, What are the Reliance Jio 4G data plans, JIO 4G Launch, How to activate Reliance Jio 4G SIM, JIO 4g, Reliance JIO 4g SIM, reliance jio 4g launch date, jio 4g launch date, Jio 4G LTE Network, Reliance Jio 4G Tariff Plans, Mukesh Ambani, Mukesh Ambani speech, Latest news, financial express
    Ahead of Reliance Jio storm, Vodafone, Idea Cellular, others slip in qtr, Bharti Airtel holds fort

    The bigger takeaway was the sustained deceleration in growth of data volumes

    By Kotak Institutional Equities
    Updated: September 5, 2016 07:07 IST
    Indian Oil Corp rated ‘Add’; Kotak says refining, marketing woes offset

    Robust petchem & pipeline segments and lower operating expenses and interest cost offset refining and marketing woes

    By Kotak Institutional Equities
    September 3, 2016 06:02 IST
    Metrics not worsening any more

    Bank of India reported a weak set of earnings due to high provisions for bad loans as well as up…

    By Kotak Institutional Equities
    Updated: August 22, 2016 09:43 IST
    Adani Power gets ‘Sell’ rating from Kotak; here’s why

    Outcome of regulatory process on compensatory tariff will be critical

    By Kotak Institutional Equities
    August 16, 2016 06:01 IST
    Maruti Suzuki rated ‘Add’; target price Rs 5,000

    Maruti is well placed to deliver double-digit volume growth over the next few years, led by strong demand for its…

    By Kotak Institutional Equities
    August 1, 2016 06:08 IST
    Kotak rates Bajaj Auto as ‘Add’; double digit volume growth likely

    Domestic volumes are likely to grow in double digits in FY17 though the export scenario will remain challenging

    By Kotak Institutional Equities
    August 1, 2016 06:05 IST
    JSW Steel rated ‘Reduce’, target price Rs 1,130

    A gradual move from MIP to other duty measures will reduce the efficacy of trade protection

    By Kotak Institutional Equities
    August 1, 2016 06:04 IST
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