thank u so much......
On Tue, Nov 22, 2016 at 10:24 AM, Lok Kol <lokkol29@gmail.com> wrote:
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Special Reports Strategy Strategy: No cash, only credit
l Psychological impact on unaccounted 'flow' greater than financial impact on undisclosed 'stock'
l Narrowing options: Increasingly hard to avoid detection of unaccounted income and wealth
l Small-value cash-based transactions may stabilize over the next 2-4 weeks
l Informal credit may support consumption; from 'no credit, only cash' to 'no cash, only credit' Daily Alerts Results India Cements: Lower fuel costs, volumes aid earnings
l EBITDA outperformance led by increased pet-coke usage (80%) and higher volumes
l Increase in pet-coke costs to hurt profitability from 3QFY17
l ICEM's trade sales at 70%, limited impact of demonetization until now Sobha: 2QFY17: OCF positive, but cost escalations a worry
l Results review: Regular cost escalations cast shadow on positive operating cash flows
l Operations review: Better sales, given the odds during the quarter
l Sentiment could drop volumes in the near-term Sector alerts Banks: Addressing short-term pain
l RBI provides 60 day relaxation on NPL recognition
l Early days to fully assess the impact
l Temporary relief, medium-term concerns remain Consumer Products: Month in review - Oct 2016: Demonetization drives sector underperformance
l Pricing/promotions - more hikes in S&D; promotional intensity still high in select categories
l RM inflation - mixed trends; agri-inputs and crude oil start inching up again Telecom: 2QFY17 wireless round-up: operators scamper for volumes
l Operators focus on volumes and subscriber additions in the post 'R-Jio launch' world
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