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

 

Special Reports

Strategy

Strategy: A bridge too far

l New approach required to build India's infrastructure l Conventional government funding can get India only so far l New ways of ensuring greater private sector participation l Funding options available but returns on underlying projects more relevant

Daily Alerts

Change in Reco

Container Corporation: Good but expensive

l DFC benefits from FY2021; meanwhile company's fate tied to sector's growth and IR decisions l Risk-reward unfavorable at CMP; downgrade to REDUCE

Company alerts

Tata Motors: New Jaguar models drive double-digit volume growth for JLR

l Double-digit volume growth in North America, China and Europe l Fine-tune estimates; reiterate BUY rating with revised target price of Rs520

Tata Steel: UK sale on the backburner - exploring other options including JV

l Tata Steel explores other strategic options in Europe including possible JV with Thyssenkrupp l Thyssenkrupp & Tata Steel - profitability weak at UK operations; Netherlands at par l A strategic collaboration for Netherland looks more likely at this juncture; uncertainties over UK

Sadbhav Engineering: Monetization key to next leg of growth

l Strong orders add to revenue and margin visibility in FY2018 l Recent order wins to consume free cash of operational projects over FY2017E-20E l 1QFY17: Traffic growth has started to normalize l Ind-AS may affect the reported financials of SIPL negatively

Sector alerts

Metals & Mining: 1QFY17 preview - MIP aids recovery in steel

l Domestic steelmakers to report sharp improvement in earnings aided by higher prices post MIP l Sharp rally in zinc prices would have aided HZ & Vedanta earnings but for weak 1HFY17 volumes l Steel names - sharp earnings improvement for Tata Steel and JSW Steel

Pharmaceuticals: Delayed, but not denied?

l Largest generic opportunity in CY2016 - a windfall for Actavis, as others look on l Eight-to-10 players poised for launch in coming weeks

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