Daily Alerts |
Results |
Pidilite Industries: Healthy quarter albeit below estimates |
| 1QFY17 earnings print - below estimates; revenue growth moderates | | ICA consolidation aids inorganic growth; margins contract across international geographies | | Estimates broadly unchanged; continue to find valuations rich - retain REDUCE |
|
Tata Communications: Shaping up fine |
| Key changes to our earnings model | | Increase target price to Rs515/share | | Risk-reward continues to be favorable. Reiterate ADD |
|
WABCO India: Strong quarter; robust medium-term growth outlook |
| Strong quarter led by stronger-than-expected EBITDA margin | | Growth outlook remains strong; expect Wabco to deliver 24% EPS CAGR over FY2016-19E | | Increase FY2017-18E EPS estimate by 7-9%; maintain BUY with a revised target price of Rs7,200 |
|
Company alerts |
Lupin: Acquires Shionogi brands |
| Acquisition to be modestly accretive | | Fortamet pricing outlook critical for further upgrades - REDUCE |
|
Sobha: Annual report highlights: FY2016 |
| Highlights from the annual report | | Management optimistic about sector reforms, but guidance conservative | | View: Stable business, attractive valuations; but stock performance hinges on pre-sales growth |
|
Sector alerts |
Metals & Mining: MIP to anti-dumping - a proposal for provisional duty |
| Provisional anti-dumping duty proposed on HR Coils, sheets and plates | | The upshot - fixing the landed price for computation of duty rates can be as good as MIP | | But country specific measures may not prevent all the leakages; we await more clarity |
|
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