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Special Reports
Strategy
Strategy: June 2016 quarter earnings preview
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We expect net profits of the KIE universe to decline 6.9% yoy
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For the BSE-30 Index, we expect net profits to decline 2% yoy and 6% qoq
Daily Alerts
Change in Reco
Bharat Financial Inclusion: Too fast, too sharp; downgrade to REDUCE
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Rich valuations post the recent rally
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MFIs command a premium
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Limited margin of safety at the current valuations
Company alerts
Sobha: 1QFY17 operations update
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1QFY16 sales: stagnation continues
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What's in store for 1QFY17 results?
Sector alerts
Banks/Financial Institutions: Sales lower, but at higher losses
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Loans sold to ARCs similar to those of FY2015; some banks sell standard assets
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SBI and its subsidiaries lead the sale; Axis Bank sold the largest quantum of loans
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Key takeaways from the recent asset reconstruction finance conference: ARCON- 2016
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Investment receipts at 0.4% of loans, but it may not be giving a complete picture
Consumer Products: 1QFY17 preview: earnings growth to remain healthy
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Staples growth still subdued; discretionary revenue growth to remain robust
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GM-led EBITDA margin expansion pace to moderate as RM tailwinds start to reverse
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EBITDA/net profit - robust 16-18% growth aided by RM tailwinds and lower A&SP
Telecom: 1QFY17 preview: soft quarter, Bharti India to outperform
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India wireless - Bharti likely to outperform Idea on most counts
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