Monday, 5 September 2016

Re: {LONGTERMINVESTORS} Research Reports extracts & summaries - Thread

 GS On Maruti

* Reiterate Buy Call; Target Revised To Rs 5,774 From Rs 4,923/Sh
* Raise FY17-18e EPS By 3.5% To 4.4% On The Back Of A Weaker Yen
* Full Benefits Of Mix Improvement Will Play Out In The Latter Half Of FY18
* Maruti's Domestic Market Share At 48% Is Close To Its 10-Year Highs

Kotak On Maruti
* Maintain Buy Call With A Target Of Rs 5,800/Sh
* Baleno's EBIT Margin To Improve By 500 bps From 10-14% By FY18
* Brezza's EBIT margin Could Improve To 20% By FY19

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