Daily Alerts |
Results |
Tata Motors: FX losses take the shine off results |
| Decent quarter for JLR adjusted for FX losses; currency benefits yet to play out | | JLR volume growth outlook remains strong led by F-Pace and Discovery Sport | | Maintain BUY with revised target price of Rs580 |
|
Company alerts |
Infosys: The tough gets going |
| Risks to guidance in view of weakness in demand; our FY2017E revenue growth 1.5% lower | | Eases concerns around senior management exits and concentration of portfolios at the top | | 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 |
| Demand outlook in south - expect improvement, but temper your expectations | | Branding and positioning - moving up the value chain has good earnings benefits | | Prices - AP, Telangana have seen prices increase sharply in the past week |
|
Telecom: 1QFY17 wireless round-up: mixed bag |
| 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