shareBazar: Re: {LONGTERMINVESTORS} Research Reports extracts & summaries

Monday, 4 July 2016

Daily Alerts

Change in Reco

Cera Sanitaryware: Growing business, but fairly valued. Downgrade to REDUCE

New avenues for growth; macro support to be weak in the near-term

Financials and valuation: We value Cera at 22X FY2018E EPS

Company alerts

Gujarat Pipavav Port: A lot to look up to

An interesting year ahead, likely to play in favor of GPPV

Moderate rate hikes taken by port operators in early CY2016; pricing remains the key risk

Sector alerts

Automobiles: MHCV demand surprises negatively; modest growth in other segments

Modest growth in PV industry; Maruti volumes impacted by production disruption

M&M UV sales grow by only 7% yoy in June 2016; tractor volumes up 20% yoy

MHCV industry volumes decline by 4% yoy in June 2016

Two-wheelers: Hero MotoCorp volumes up 1% yoy while Honda reports 22% yoy growth

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