Daily Alerts
Results
Tata Power: Weak performance at Mundra further distorted by Ind-AS
| Consolidated earnings marred by under-recovery at Mundra, negative tariff order for Mumbai | |
| Standalone earnings were lower due to absence of dividend income from coal business | |
| Maintain ADD rating, resolution of Mundra appears in sight and coal prices are on the rise |
Company alerts
Nestle India: Blueprint promising, milestone set, pace uncertain
| Staying the course on key strategic pillars - premiumization and focus on urban consumer | |
| Stock prices in successful implementation of the stated blueprint with no margin of safety; SELL |
Apollo Tyres: Gearing up for a bigger play
| Strong outlook over India and Europe business volumes growth in FY2017-19E | |
| Margins to improve post stabilization of new capacities; to moderate in near term | |
| Valuation: Expect strong earnings growth trajectory in FY2017-19E; maintain BUY |
Gujarat Pipavav Port: Preparing for rough weather
| Thrust remains on dividend payout; cautious on incremental capital allocation | |
| GPPV to leverage its improved offering, customer relationships and possible volume discounts | |
| Arguments against the port may get addressed over time |
Sector alerts
Technology: Opportunity amid pessimism
| Viewing Indian IT from the prism of market-share-gain opportunity and safety-in-valuations | |
| Downside risk to earnings largely captured in valuations; we back Infosys and Tech M |
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