BofA-ML ON TATA MOTORS : Crucial launch in mid/high-end SUV segment; likely to boost volumes in FY18
BofA-ML ON TATA MOTORS : Forecast JLR's volume growth at 12.5% CAGR & an EPS CAGR of 23% for FY16-19
BofA-ML ON TATA MOTORS : Launch significant as migration to PLA platform boosts consol benefits
BofA-ML ON TATA MOTORS : Maintains Buy, target of ₹625
BofA-ML ON TATA MOTORS : Maintains Buy, Target of ₹625
BofA-ML ON TATA MOTORS : Platform consolidation benefits expected with launch of new discovery
CHRIS WOOD - CLSA : A Clinton Presidency would ensure a further deceleration in US growth
CHRIS WOOD - CLSA : A Clinton presidency would ensure a further deceleration in US growth
CHRIS WOOD - CLSA : A Trump Presidency likely to lead to a dramatic surge in deficit spending
CHRIS WOOD - CLSA : ACC weightage now 4% in model portfolio vs 3% earlier
CHRIS WOOD - CLSA : Bajaj Finance, Prestige Estates, Arvind, Persistent Sys remain in model portfolio
CHRIS WOOD - CLSA : HDFC, Gruh Finance, Ibulls Housing, Zee Ent remain in model portfolio
CHRIS WOOD - CLSA : Increased weightage of ACC in Asia ex-Japan long-only portfolio by 1 ppt
CHRIS WOOD - CLSA : Markets especially bond markets would prefer a Hillary win
CHRIS WOOD - CLSA : Maruti Suzuki, HDFC Bank, IndusInd Bank, Bank of Baroda remain in model portfolio
GS ON BHEL : 46% slow-moving order book could potentially limit near-term execution
GS ON BHEL : Cuts FY17E-19E EPS by 6%/11%/13% on est of lower revfrom slow-moving orders
GS ON BHEL : Maintains Sell; cuts target to ₹110 from ₹115
GS ON BHEL : Pending clearances and execution issues remain a concern
GS ON BHEL : Revenue uncertainty remains on existing/prospective backlog
JPMORGAN ON L&T : 'Big-ticket' difference indicates co can beat its inflow guidance for FY17
JPMORGAN ON L&T : FY17 started on a strong note with 3 big-ticket order wins worth ₹15500 cr
JPMORGAN ON L&T : Lack of big-ticket order win contributed to 12% YoY fall in order inflows last FY
JPMORGAN ON L&T : Large proportion of big-ticket prospects this FY in defense & transport in infra
JPMORGAN ON L&T : Maintains Neutral, target at ₹1,470
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