Special Reports |
Strategy |
Strategy: June 2016 quarter earnings preview |
| We expect net profits of the KIE universe to decline 6.9% yoy | | 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 |
| Rich valuations post the recent rally | | MFIs command a premium | | Limited margin of safety at the current valuations |
|
Company alerts |
Sobha: 1QFY17 operations update |
| 1QFY16 sales: stagnation continues | | What's in store for 1QFY17 results? |
|
Sector alerts |
Banks/Financial Institutions: Sales lower, but at higher losses |
| Loans sold to ARCs similar to those of FY2015; some banks sell standard assets | | SBI and its subsidiaries lead the sale; Axis Bank sold the largest quantum of loans | | Key takeaways from the recent asset reconstruction finance conference: ARCON- 2016 | | 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 |
| Staples growth still subdued; discretionary revenue growth to remain robust | | GM-led EBITDA margin expansion pace to moderate as RM tailwinds start to reverse | | EBITDA/net profit - robust 16-18% growth aided by RM tailwinds and lower A&SP |
|
Telecom: 1QFY17 preview: soft quarter, Bharti India to outperform |
| India wireless - Bharti likely to outperform Idea on most counts |
|
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