Daily Alerts |
Results |
Coal India: When it rains, it pours |
| Weak e-auction realizations and large wage provisions weigh on earnings | | Rising prices of imported coal could provide off-take and pricing cushion | | Earnings downgrade risk still remains; rich dividend yield may be at risk |
|
Company alerts |
Sun Pharmaceuticals: One step closer to resolution |
| How to read the Halol 483 | | Halol important for near-term support | | Medium-term thesis hinges on the success of specialty brands in the US |
|
Bharti Infratel: Speculative volatility opportunity to accumulate |
| Promoter stake sale unlikely to change fundamentals |
|
Ashok Leyland: Multiple uncertainties cloud growth outlook of MHCVs |
| Near-term demand significantly hit; profitability of fleet operators under pressure | | Maintain SELL rating with revised target price of Rs70 (from Rs75 earlier) |
|
Economy |
Economy: Inflation on its way to significantly undershoot RBI's estimate |
| CPI inflation eases sharply on food; core remains sticky | | Price pressure likely to remain benign | | A stronger case for a February rate cut |
|
Economy: Overall comfortable BOP dynamics |
| 2QFY17 current account remains comfortable with some worries on the invisibles | | Capital inflows boosted by FDI flows | | FY2017 CAD/GDP likely to be below 1%; FY2018 likely at 1.2% |
|
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