Monday, 29 August 2016

{LONGTERMINVESTORS} India Daily: Result - Tata Motors; Updates - Infosys, Cement, Telecom

 


 

 

Daily Alerts

Results

Tata Motors: FX losses take the shine off results

l

Decent quarter for JLR adjusted for FX losses; currency benefits yet to play out

l

JLR volume growth outlook remains strong led by F-Pace and Discovery Sport

l

Maintain BUY with revised target price of Rs580

Company alerts

Infosys: The tough gets going

l

Risks to guidance in view of weakness in demand; our FY2017E revenue growth 1.5% lower

l

Eases concerns around senior management exits and concentration of portfolios at the top

l

Sharper focus on execution of strategy and impressive coherence across sales and delivery

Sector alerts

Cement: Cement forum takeaways - assessing demand, prices and branding gains

l

Demand outlook in south - expect improvement, but temper your expectations

l

Branding and positioning - moving up the value chain has good earnings benefits

l

Prices - AP, Telangana have seen prices increase sharply in the past week

Telecom: 1QFY17 wireless round-up: mixed bag

l

Subdued quarter overall for the industry - Bharti holds fort, Idea slips

​ 

--
You received this message because you are subscribed to the Google Groups "LONGTERMINVESTORSRESEARCH" group.
To unsubscribe from this group and stop receiving emails from it, send an email to longterminvestorsresearch+unsubscribe@googlegroups.com.
Visit this group at https://groups.google.com/group/longterminvestorsresearch.
For more options, visit https://groups.google.com/d/optout.

No comments:

Post a Comment