Monetization of cable subs continues to disappoint and is an industry-wide issue. However the broadband business seems to be tracking…
Cadila reported strong sales of R2,420 crore , up 10.9% y-o-y (down 1.3% q-o-q), mainly driven by US (up 19.6%…
Earnings 2% below estimates: ITC reported F3Q16 results, with revenue, operating profit and adjusted net profit of R91 bn, R36…
2015, a slow year: Tata Motors underperformed the Sensex by 20% last year as the high-margin China market slowed down…
The FDA uploaded the Halol Warning Letter (WL) on its website, detailing various observations (i.e. cGMP deviations) cited during the…
Housing finance companies’ fundamentals to weaken in 2016 after a relatively good start in 2015
Policy momentum, earnings growth, falling interest rates and domestic savings expected to be the drivers
Upgrade SKS Microfinance to overweight on strong medium-term earnings visibility amid a tough environment; long-term uncertainty due to SFB license…
We are maintaining ‘underweight’ on Max India, but raising the price target to R490 per share (earlier R375).
Retain ‘equal-weight’ on SKS Microfinance with target price of R480 per share. SKS’ Q2FY16 profit after tax (PAT) of Rs…
TCS has missed Street expectations on revenues for the last four consecutive quarters
Mindtree’s organic revenue growth of 8.1% Q-o-Q was one of the strongest rates in the last 16 quarters.
Sun Pharma has announced the acquisition of Insite Vision US for $48 million in equity value (net debt of US$3.5…
Sun Pharma has announced the acquisition of Insite Vision US for the sum of $48 m in equity value (net…
Stock offers best risk-reward in consumer staples
Cement demand has been muted in first half of CY15, resulting in price weakness. But we now see initial signs…
CIL looks much better positioned for growth with low volatility vs. coal peers.
Company defers results twice this season, but that shouldn’t affect its growth prospects
