Investor News
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Sun TV Network: Quarter saw a robust beat on all fronts
Edelweiss | August 18, 2018 12:28 AMFY19/20 EPS up 7.9/13.5%, factoring in digitisation in Tamil Nadu and IPL team’s future; TP raised to Rs 1,208
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Coal India Rating: Q1FY19 results made for a mixed bag
Citi | August 18, 2018 12:28 AMFall in e-auction volumes and lower FSA realisations behind earnings miss; ‘Buy’ retained on account of a host of positives
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State Bank Of India Rating: GNPA fall offsets muted operational show
Credit Suisse | August 14, 2018 12:28 AMROE expected to recover to 13% in FY20E; FY19e EPS cut 18% on treasury losses while FY20e EPS is up 8%; TP raised to Rs 350
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Titan company Rating: First quarter results were a mixed bag
Jefferies | August 14, 2018 12:17 AMTITAN’s Q1FY19 revenue (up 8.2% y-o-y) came slightly below while Ebitda (up 27.4% y-o-y) and PAT (up 27.3% y-o-y) were ahead of our expectations.
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Better-than-expected operational performance
Edelweiss | August 13, 2018 2:20 AMReviving gas production and rising prices portend brighter prospects though subsidy burden is a risk; undemanding valuations
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Quarter results were in line with estimates
Nomura | August 13, 2018 2:13 AMDespite commentary, FY19F telecom growth appears difficult; ‘Neutral’ retained with TP rising to Rs 690.
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Steady show in Q1FY19 was telling
Kotak Institutional Equities | August 13, 2018 2:09 AMEstimates cut 4-8% over deferral of deleveraging and lower order inflow; TP down to Rs 410; ‘Buy’ maintained
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Solar industry fears dark days ahead: Imposition of duty on import of cells threatens projects, say developers
Vikas Srivastava | August 13, 2018 4:52 PMThe notification includes solar cells and modules made in SEZs and cleared to domestic tariff area (DTA). Significantly, 40% of module and 60% of cell manufacturing units are located in SEZs.
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Q1 saw moderation in sales momentum
Kotak Institutional Equities | August 11, 2018 3:07 AMStrong launch pipeline and cash generation factored into rich valuations; ‘Sell’ retained with TP of Rs 400
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Q2CY18 results met expectations
Jefferies | August 11, 2018 2:59 AMWhile Ebitda margin expansion will slow down, CY18-20e EPS raised by 7% given 1HCY18 margin growth; TP up to Rs 11,800
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Price/Earnings to Growth: Over-valued stocks? Look at PEG ratio
P Saravanan | August 7, 2018 1:42 AMA share with a very high P/E might be seen as overvalued and not a good choice. But, if you compute the PEG ratio, assuming it has good growth estimates, it could actually yield a lower number, indicating that the share is a good buy.
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HDFC rating ‘Hold’: A stable performance in operational terms
Jefferies | August 6, 2018 1:43 AMNIMs saw weak trend; comparisons difficult due to IND-AS; FY19 estimates up 8%; ‘Hold’ maintained with TP revised to Rs 1,930.
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Cholamandalam Fin. rating ‘Reduce’: Yet another strong showing by company
Kotak Institutional Equities | August 6, 2018 1:35 AMEstimates raised by 1-5%; softer business momentum to open up better entry points into quality stock.
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ICICI Bank rating ‘Buy’: Results were in keeping with expectations
Nomura | August 6, 2018 1:04 AMFY19 will be a grind over asset quality; TP revised to Rs 375; ‘Buy’ retained owing to reasonable valuations
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Maruti Suzuki India Rating: Buy, Q1 Story intact despite operational miss
Axis Capital | August 4, 2018 12:56 AMVolume outlook remains strong; earnings CAGR of 22% estimated over FY18-20; ‘Buy’ retained with TP revised to Rs 11,187.
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Avenue Supermarts Rating: A strong all-round showing in quarter
Jefferies | August 4, 2018 12:49 AMDMART revenues stood at Rs 45,594 million and saw 26.7% y-o-y topline growth coming on a high base of 35.7% y-o-y.
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Buy rating on L&T: Execution and order inflows offer comfort
Kotak Institutional Equities | July 31, 2018 12:49 AMQ1 raised concern on margins; upholding of guidance is reassuring; TP increased marginally to Rs 1,600
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Buy rating on Bharti Airtel: Q1 results were a tad above expectations
Edelweiss | July 31, 2018 12:44 AMBharti Airtel (Bharti) reported Q1FY19 results a tad above expectations—revenue rose 2.4% q-o-q versus Street’s 0.8% estimate and Ebitda margin fell 170bps q-o-q to 33.8% versus the 34.0% estimate.
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Kotak Mahindra Bank Rating: Core income was a disappointment
Axis Capital | July 30, 2018 12:21 AMFranchise is improving; a host of negatives make stock an expensive bet at current levels; ‘Hold’ maintained.
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JSW Steel’s Rating: An excellent performance by steel-maker
Edelweiss | July 30, 2018 12:20 AMEbitda beat consensus estimates by 8%; company’s profitability is likely to be sustained; ‘Buy’ retained.
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Hero Motocorp: A muted first quarter for the company
Edelweiss | July 30, 2018 12:20 AMHero MotoCorp (HMCL) posted Q1FY19 Ebitda of Rs13.8 bn (up 6% y-o-y), which came in 5% below our estimate due to lower-than-expected spare part sales and higher raw material costs.
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An excellent performance by company
Kotak Institutional Equities | July 23, 2018 1:37 AMMindtree’s strong digital competencies, deal flow from the advisory channel and favourable portfolio mix will ensure strong growth with improving margins.
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Axle load move could affect demand
Nomura | July 23, 2018 1:24 AMLast Tuesday the GOI decided to increase the maximum axle load of heavy vehicles by 20-25% on both new and existing trucks.
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Stock has risen at a time of Singapore GRM fall
ICICI Securities | July 23, 2018 1:18 AMReliance Industries’ (RIL’s) stock price is up 17% from lows in end-May’18 whereas Reuters’ Singapore gross refining margin (GRM) has plunged by 25% from May’18 level hit by both demand and supply factors.
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Quarter 1: A great start to the new fiscal year
Edelweiss | July 21, 2018 1:26 AMHindustan Unilever’s (HUL’s) Q1FY19 revenue, Ebitda and adjusted PAT growth of 11.2%, 20.6% and 22.5%, respectively, came in line with our estimates.
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F&B development poses a risk
Kotak Institutional Equities | July 21, 2018 1:20 AMThe Maharashtra government intends to allow outside food in multiplexes; theoretically, it can significantly impact PVR’s earnings.
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Investment planning: Asset allocation key to achieving goals
Saikat Neogi | July 17, 2018 6:51 AMAsset allocation helps an investor to build well-diversified investment portfolios that aim to deliver higher risk- and inflation-adjusted returns.
Horoscope: By Peter Vidal
SAGITTARIUS Your creative energy should now be at a peak, but not perhaps because the stars are all on your side. On the contrary, challenging romantic stars remind us of the cliché that all great art stems from… read more
