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

    Kotak Institutional Equities

    UltraTech Cement shares gains over 4 per cent on receiving RBI nod to hike FII stake to 30%
    Ultratech Cement rated ‘sell’; here’s what could hit stock

    Ultratech reported weaker-than-estimated earnings with volume growth in the domestic market moderating to 6% (from 15% y-o-y in Q4FY16) and…

    By Kotak Institutional Equities
    July 25, 2016 06:05 IST
    Public sector banks (PSB) restructured loans down 4%, trend to last

    The performance of restructured loans through the CDR forum continued to be a large source of concern in FY16

    By Kotak Institutional Equities
    July 18, 2016 06:06 IST
    BSE Sensex, NSE Nifty
    Market strategy: Appeal of Indian market reduced after stock rally

    Investors’ optimism despite expensive valuations has a tenuous basis

    By Kotak Institutional Equities
    Updated: July 11, 2016 08:59 IST
    Ashok leyland
    Ashok Leyland rated ‘Sell’; industry purple patch may be over

    Clear signs are emerging of a slowdown and industry volumes could weaken significantly if replacement demand falters

    By Kotak Institutional Equities
    Updated: July 11, 2016 07:41 IST
    UltraTech Cement shares gains over 4 per cent on receiving RBI nod to hike FII stake to 30%
    Ultratech Cement’s Jaiprakash Asso buy to dilute earnings: Kotak

    Ultratech Cement’s board approved the acquisition of 21.2 million tonnes per annum (mtpa) cement capacity from Jaiprakash at a marginally…

    By Kotak Institutional Equities
    Updated: July 6, 2016 08:17 IST
    E-commerce in India transformed as discounts disappear; here’s what e-retailers want now

    E-commerce companies’ focus has shifted to unit economics, with technology playing a large role in optimising costs

    By Kotak Institutional Equities
    June 27, 2016 06:09 IST
    Vedanta shares
    ‘Buy’ rating for Vedanta after tightrope walk; here’s why

    Weak commodity prices made FY16 a tough year for leveraged names—Vedanta walked a tight rope in managing cash flows at…

    By Kotak Institutional Equities
    June 20, 2016 06:08 IST
    Dr. Reddy's Laboratories shares Q1 numbers
    Dr Reddy’s Labs gets ‘Cautious’ rating from Kotak

    Dr. Reddy’s (DRRD) announced that it has entered into a definitive agreement to acquire 8 ANDAs (abbreviated new drug applications)…

    By Kotak Institutional Equities
    June 20, 2016 06:04 IST
    Stock Market, stocks, bulls and bears, Long, short, OHLC
    Indian stock markets: Here’s why things do not seem to add up

    Things do not seem to add up: We continue to like the top-down India story but not the increasing gap…

    By Kotak Institutional Equities
    June 13, 2016 06:06 IST
    Mahindra and Mahindra gets ‘add’ rating from Kotak

    New compact SUV launches will drive high volume growth in FY17 while a good monsoon remains key for tractor cycle…

    By Kotak Institutional Equities
    Updated: June 6, 2016 07:31 IST
    just Dial
    Kotak maintains ‘reduce’ on Just Dial shares with target price of Rs 700

    Just Dial’s core business momentum remains weak, with slow pace of campaign additions and traffic growth.

    By Kotak Institutional Equities
    Updated: May 30, 2016 11:38 IST
    Retain ‘add’ on Magma Fincorp with target price of Rs 105: Kotak Institutional Equities

    A low base and improving credit cycle will drive high earnings growth for Magma. Its shift to select segments has…

    By Kotak Institutional Equities
    May 24, 2016 07:13 IST
    Volume growth soft, margins expand

    The overall market context remains subdued and recovery is contingent on a good monsoon and impact of fiscal stimulus

    By Kotak Institutional Equities
    May 16, 2016 05:18 IST
    Buy rating on Federal Bank; On the mend

    Despite earnings falling 96% y-o-y, Federal Bank’s exit performance raises prospects of a strong show ahead

    By Kotak Institutional Equities
    May 9, 2016 05:55 IST
    Strong FY16 sets stage for FY17-18

    With standalone Ebitda and net income at a high, RIL’s Q4 performance was ahead of consensus estimates

    By Kotak Institutional Equities
    May 2, 2016 05:38 IST
    Disappointing start to the year

    While Q1 order inflow was weak, large HVDC and solar inverter orders should help company post strong growth in CY2016

    By Kotak Institutional Equities
    May 2, 2016 05:33 IST
    Retain ‘sell’ on Sun Pharma, expect pricing to collapse

    At its 1QCY16 results, Novartis indicated it expected Gleevec to emerge as a four-to-six-player generic market in 3QCY16, in line…

    By Kotak Institutional Equities
    April 26, 2016 06:23 IST
    TCS Q4 results, tcs share price, bse sensex
    Add rating on TCS: Expect moderate 10-11% revenue growth in FY2017

    TCS’ constant-currency (c/c) revenue growth of 2.1% in Q4FY16 was backed by solid revenue growth in core markets and improvement…

    By Kotak Institutional Equities
    April 25, 2016 06:02 IST
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