IN the week starting July 30, 2018, we sent our clients a survey on the Nifty Index: the UBS Market…
However, we believe that continued retail price hikes alleviate the risks of a rollback of pricing reforms while equality of…
With life insurance companies looking at raising money from the primary market, here are some risks investors should look at…
Aggregate revenue of 74 industrial companies grew 2% y-o-y – a positive print after two quarters of decline.
Given the disruptions in FY17 — dry summer in H1FY17, demonetisation and run-up to the GST in H2FY17 — companies…
Operating leases will remain the mainstay for now, although a company continuously evaluate benefit of owned (financial lease) vs operating…
Risk/reward balance in the steel sector is unfavourable in the short/medium-term
While competitive intensity for Microfinance loans in Urban India is rising, our analysis indicates that rural India is still under-penetrated…
Completion of capacity expansion at Hindalco (India) and Novelis’ (the US) units in FY16 and F17, falling raw material costs…
However, the market is overlooking the potential risks to the company’s earnings given that competition is intensifying in the herbal…
Q4 results season was full of surprises, with key companies surprising on either volume or profit delivery.
Maruti domestic sales grew by 11% y-o-y driven by new launches like Baleno, Vitara Brezza and S-Cross. Co. clarified that…
Sale of co-founders’ 40% stake in DLF Cyber City Developers via institutional investors will improve corporate governance standards
HCL Technologies (HCL Tech) has announced that it will acquire India-listed Geometric Limited, except for the 58% stake that the…
Q3 reconfirms low gross margin trajectory; BHEL likely to report losses till FY18
Autos: volume performance mixed; declining commodity prices drove margin surprise for 2-wheelers
LIC HF’s net interest income (NII) growth of 35% y-o-y was higher than UBS and consensus estimates (UBSe – 28%…
Maintain ‘buy’ Motherson Sumi Systems, but reduce target price to Rs 340 (earlier Rs 355).
