While EPS estimates are down, Maruti should continue to outperform peers
The residential business remains sluggish while rental business is getting the benefit of repricing/escalation.
Year-to-date, what has worked for portfolios is beta, financial leverage,value, small cap,and momentum.
However, earnings estimates for FY17/18 are down 8/3% owing to demonetisation’s likely impact on GDP growth
In its update, BHAF provided the details of collections for installments falling due November 11-25. BHAF runs a weekly collection…
Premium valuations are justified on account of strong operational metrics and other factors.
CADI’s base US business seems to have bottomed in 2QF17. We expect 2HFY17 to be better, driven by prospects of…
Earnings helped by accelerating net interest income growth, stable fee income, and strong asset quality
Company’s near-term earnings trajectory to remain strong
Hero is likely to gain the most in case of a recovery in rural consumption following a good monsoon
BPCL looks to leverage its marketing network for the purpose
While most NBFCs in India are niche lenders, BJFN is a rare highly diversified profitable NBFC that targets urban affluent…
In this note, we present the two Q2 sales data points, as relevant to unfolding global bio-similar theme. These are…
Negative implications extend beyond the UK. We see the most downside in GBP and EU equities, and would also be…
Tata Steel has announced the signing of an agreement to sell its long products business in the UK to Greybull…
The company should generate strong FCF over the next five years, averaging $5 bn (~11% yield) in current weak oil…
The government could gain in 2016 the votes it needs to pass the GST Bill. The legislation could have far-reaching…
According to media reports, a consortium of Larsen & Toubro (L&T), Sojitz and Gayatri have emerged as the lowest bidders…
