--
Daily Alerts
Results
Tech Mahindra: Long road
l
1QFY17: solid enterprise segment; Comviva drags EBIT margin
l
EBIT margins will take longer to recover; we forecast flat EBIT in FY2017 and increase in FY2018
l
Maintain BUY rating; cut FY2017E EPS to reflect lower profitability
PVR: A step closer
l
1QFY17 - Steady quarter; Regional /dubbed content makes up for shortfall from Bollywood
l
GST will drive 15-25% increase in EBITDA and improvement in return ratios
l
A good story with improving outlook
Results, Change in Reco
InterGlobe Aviation: Yield under pressure
l
Sharp decline in yield lead to poor performance in 1QFY17
l
Low profitability of peers will limit the damage to FY2017; expect recovery in FY2018-19E
l
Downgrade to ADD (from BUY) on weak near-term outlook; revise TP to Rs1,020 (from Rs1,200)
IIFL Holdings: NBFC drives earnings
l
IIFL reports 32% earnings growth
l
Lending business goes strong
l
Revise rating to ADD, roll over target price to Rs310
Company alerts
NTPC: Chalking out a sustainable growth path
l
Working on project plans to take installed capacity to 128 GW
l
Securing domestic coal to maintain cost leadership, diversifying into more sustainable power
l
Maintain BUY with revised target price of Rs170/share
Sector alerts
Automobiles: MHCV industry volumes decline; strong growth in passenger vehicle segment
l
Strong growth in passenger vehicle industry; Maruti and Hyundai India outperform
l
M&M UV sales grow 20% yoy in July 2016; tractor volumes up 14% yoy
l
MHCV industry volumes decline by 3-5% yoy in July 2016
l
Two-wheelers: Hero MotoCorp volumes up 9% yoy on low base
Banks: Let the challenge begin
l
Not much of a change but a few tweaks in the final process
l
On tap licensing takes shape and form
l
To join or not to join? Not an easy decision given the transitory and long term cost
l
A NOFHC structure involves taking a long term decision on business; a challenge
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.
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