CLSA ON APOLLO HOSPITALS : Maintains Buy, cuts target to ₹1,510 from ₹1,640
CLSA ON APOLLO HOSPITALS : Demonetisation to have a significant impact on the operations in H2
CLSA ON APOLLO HOSPITALS : Estimates ~30% of hospital revenue in cash, likely to be impacted
CLSA ON APOLLO HOSPITALS : Expects lower occupancies for the next 2 months and a gradual pick-up thereafter
CLSA ON APOLLO HOSPITALS : Demonetisation & losses in new ventures lead to 9-27% EPS cuts for FY17-19CL
CLSA: INDIA STRATEGY : Govt's well-intended move creates business disruptions for near term
CLSA: INDIA STRATEGY : Believe pain unlikely to continue beyond 2 qtrs, except in property, housing fin
CLSA: INDIA STRATEGY : See limited 5-8% downside to FY18CL Nifty earnings est from scheme success
CLSA: INDIA STRATEGY : Top picks: Arvind, Tata Motors, Maruti, IDFC Bank, IndusInd, ITC and Zee
CLSA: INDIA STRATEGY : Other Top Picks: ICICI Bank, HDFC Bank, Sun Pharma, HCL Tech, Power Grid
CLSA: INDIA STRATEGY : Other Top Picks: Reliance & Vedanta
MS ON ZEE ENTERTAINMENT : Maintains Equalweight, target of ₹525
MS ON ZEE ENTERTAINMENT : With this acquisition, Zee will fill in whitespace in Bhojpuri genre
MS ON ZEE ENTERTAINMENT : Co adds a comedy channel that can help it fragment Hindi GEC market
MS ON ZEE ENTERTAINMENT : Numbers are small, but Zee hopes to improve viewership ratings going forward
JEFFERIES ON INFOSYS : Maintain Buy, target of ₹1,280
JEFFERIES ON INFOSYS : Key Takeaway: Recent commentary suggests no further reset of guidance
JEFFERIES ON INFOSYS : Stock impacted Structural issues, US elections & banking slowdown
JEFFERIES ON INFOSYS : Strong deal wins cushion against cyclical headwinds & immigration reforms
JEFFERIES ON INFOSYS : Automation benefits should help in both positioning with clients & margins
MS ON ZEE ENTERTAINMENT : With RBNL acquisition, Zee will fill in whitespace in Bhojpuri genre
CITI ON SAIL : Recommends Sell, target of ₹30
CITI ON SAIL : Domestic supply pressures & high raw material prices hurt near term margins
CITI ON SAIL : Valuations at ~7xFY19 EV/EBITDA vs global peers (6x) suggest extra optimism
CITI ON SAIL : See loss in FY17/ FY18 vs profit earlier from higher coking coal & lower volumes
CS ON CONSUMER SECTOR : Do not expect damage to FMCG demand for FY18, current situation transient.
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