07 Jun, 2018
Articles By Macquarie
Analyst Corner| Jyothi Labs — Product launches to boost volume growth
Dishwashing has been one of fastest-growing categories for JYL and we expect strong growth to continue on account of market share gains and lower overall penetration in the category.
Apr 06, 2019
Analyst Corner: Nestle India is best play on fast growing packaged food space
Nestle is winning back market share in its core categories on the back of increasing focus on distribution, product launches and strong media campaigns.
Jan 25, 2019
Dr Reddy’s: FDA move could lower Suboxone opportunity
The US FDA has granted approval for a new dosage strength (16mg/4mg) of the buprenorphine and naloxone sub-lingual film to Teva under the 505 (b) (2) pathway.
Sep 11, 2018
Macquarie rates Sun Pharma ‘neutral’; US sales showing signs of stability
With signs of bottoming out of non-Taro US sales (up from $139 m to $193 m over Q2 to Q4), further material downside earnings risk seems unlikely.
Jun 05, 2018
Infosys Technologies stock rated Outperform by Macquarie as Q2 results present mixed bag
Strong execution in the quarter, with PAT beating estimate by 11%, stole the show; guidance cut for FY18 is a concern; FY18 EPS estimate up 2.2%
Oct 30, 2017
Sobha Limited rated ‘Outperform’; operational performance key factor
We attended the conference call hosted by Sobha to discuss its Q1FY18 results. Recall, it had reported decent results for Q1 earlier on August 7 with net debt reduction of Rs 500 m driven by positive operating cash flows.
Aug 14, 2017
Macquarie maintains ‘Outperform’ rating on ITC Ltd; target price Rs 304
Over the weekend, ITC made price hikes in Gold Flake Regular and Premium (69mm) and Navy Cut (74mm) brands.
Dec 29, 2016
Adani Ports rated ‘Outperform’; balance sheet concerns key for re-rating
We met Adani Ports’ CEO Karan Adani recently. Having taken note of investor concerns about loans and advances (L&As), management is looking to reverse some of the L&As.
Jun 20, 2016
‘Outperform’ rating for Yes Bank, target price Rs 1,325
Yes Bank has gained shareholder approval to raise up to $1 billion of equity capital.
Jun 11, 2016
Yes Bank top pick in sector, fund raising to be positive
Retain ‘outperform’ on YES Bank given the strong growth and improving profitability.
Apr 24, 2015
Banks rating: A choppy year ahead
Expect earnings downgrades, poor returns
Mar 23, 2015
Outperform on Wockhardt, target of Rs 1,700
Retain ‘outperform’ on Wockhardt (WPL) with a 12-month price target of Rs 1,700.
Mar 20, 2015
How to check if you are eligible for a personal loan
OnePlus 7 Pro and OnePlus 7 in the Amazon Freedom Sale: the perfect Phone Investment
How to choose the best personal loan for you
Planning your new smartphone? Here are eight things to consider
Do you know the famous "Michelin Man," the beloved face of MICHELIN since 1898?
Budget 2019: Central govt to contribute 14% to NPS, employees to get 80C benefit on Tier-II deposits from April 1
Budget 2019: Hike in import duty may dampen the gold rush
Budget 2019: More power to villages; Rs 2 lakh crore allocated to Panchayats in five years
Budget 2019: Healthcare sector expects hike in exemption limits for health checkup, medical reimbursement
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