| Special Reports |
| Theme Report |
| Strategy: Leapfrog to BS VI - is the industry prepared? |
| | Investments required to migrate to BS-VI are manageable | | | Diesel vehicles will become costlier and demand will likely shift to petrol/alternate fuels | | | Key implications for automobile companies | |
| Daily Alerts |
| Results |
| TCS: Slips further |
| | Misses lowered expectations; USD revenues decline | | | Portfolio challenges nearing an end; business metrics hold up well | | | FY2017E will be a year of consolidation for TCS | | | Cut estimates by 2-3%, target price by 6% and target multiple to 17.5X | |
| IndusInd Bank: Steady as she goes |
| | Overall performance stable | | | Loan growth trends appear to be healthy | | | Valuations on the higher side, but strong growth and return ratios lead to our positive view | |
| Federal Bank: Mixed performance |
| | Headline results weak, but has a few positives too | | | Asset quality hiccups continue, but on the mend | | | Maintain BUY rating; the bank remains well-placed among peers | |
| Sector alerts |
| Telecom: A case for policy consistency |
| | Change in spectrum cap regulations is an inconsistency that has material connotations | |
| Economy |
| Economy: Production shocks, prices continue quiet climb |
| | Base effects-led pick-up in retail inflation | | | Inflation under control for now; RBI will continue on wait-and-watch mode | | | Industrial production surprises on the downside | |
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