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

 

Special Reports

Initiating Coverage

HCG: Expansion yet to be priced in

l Leading player in niche area of oncology l Impressive track record lends credibility l Expanding presence in fast-growing fertility market l Financials: 22% EBITDA CAGR with positive FCF generation from FY2018E

Economy

Economy: Reassessing India's fiscal stance

l A few positive steps regarding the union budget l Reforming the fiscal stance towards countercyclical policies l Better data management for consolidated accounts essential for gauging true fiscal stance l Focus areas: irrigation, rural development, public and social infrastructure

Daily Alerts

Change in Reco

Bharat Forge: Downgrade to SELL

l Headwinds in commercial vehicle and exports businesses to drive revenue decline in FY2017E l Our estimates already build in ramp-up in revenue growth from new segments in FY2018-19E l Lower FY2017-19E EPS estimates by 5-7%; downgrade to SELL with revised TP of Rs835

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