Wednesday, 29 June 2016

Re: {LONGTERMINVESTORS} Research Reports extracts & summaries - Thread

 

Daily Alerts

Change in Reco

Axis Bank: Retail outshines corporate segment

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Retail drives profit growth in FY2016; earnings decline in wholesale banking

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Retail disbursements slow; over 50% of sourcing from branches, primarily from internal clients

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Impairment ratios broadly unchanged in critical sectors

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Downgrade a notch to ADD from BUY post strong price action in recent months

Company alerts

IDEA: Of legacy, momentum and belief

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The past, present and future - legacy, momentum and belief

Tata Communications: Neotel sale 2.0

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The event - TCOM announces sale of Neotel

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The impact - we increase our target price to Rs525/share, retain ADD

KEC International: Upbeat on business prospects

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Benefitting from process-restructuring exercise; rethinking growth strategy for cables business

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Domestic to become more prominent in backlog driven by SEBs, Indian Railways and solar

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Limited business risks beyond business concentration in KSA; investing in 'unleashing talent'

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Marginally revise estimates on better prospects for SAE Towers; retain ADD 

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