Daily Alerts |
Results |
Apollo Hospitals: Weak show - focus on rationalization |
| Ind-AS impacts 1QFY17 significantly; operational weakness continues | | Restructuring of business aimed to increase efficiency; Mumbai commissioning delayed | | Mumbai performance critical, though delays continue - REDUCE |
|
Sadbhav Engineering: Positive surprises driven by BOT arm |
| Construction: FY2017 to be about steady execution, revival in margin and declining debt | | BOT: 1QFY17 throws positive surprises on regulatory front and on SIPL standalone business | | Revise SEL's SoTP primarily on revision in SIPL's SoTP to Rs130 |
|
Company alerts |
Coal India: Volumes continue to falter |
| Volumes decline 10% yoy in Aug 2016, further dragging down an already modest performance | | Billion ton aspirations may be altered; inventories continue to remain elevated at power plants | | Maintain REDUCE rating with a target price of Rs320/share |
|
Maruti Suzuki: Assessing the profitability of Baleno and Brezza models |
| Baleno and Brezza models are probably more profitable than common perception |
|
Ambuja Cements: A larger re-christened structure |
| ACEM concludes the acquisition of ACC; attributable capacity now stands at 45 mtpa | | ACEM and ACC - poles apart on efficiency, unsure whether the gap will get bridged | | Valuations remain rich and risk to earnings high; maintain SELL |
|
Mindtree: Another unpleasant intra-quarter update |
| Project cancellations, slower ramp-ups and Bluefin to result in 2QFY17 revenue decline | | Softer spending by a few large clients, expected ramp-downs contribute to deceleration in growth | | Profitability is the key weak link in Mindtree story; cut FY2017-19E EPS by 2-3% |
|
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