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

 CLSA ON INDIA STRATEGY : Election-related noise heating up; strong domestic airline data also seen

CLSA ON INDIA STRATEGY : GST Council not able to resolve critical control issue
CLSA ON INDIA STRATEGY : Oil Ministry to use IT data to eliminate LPG beneficiaries
CLSA ON INDIA STRATEGY : Pace of new notes issued in the system remains steady
CLSA ON INDIA STRATEGY : Passing GST Law possible in Budget session,implementation likely from Jul 1

HSBC ON CIPLA : Maintains Buy; target of ₹603
HSBC ON CIPLA : UK Seretide market attractive with Itd players; Mylan & now Cipla
HSBC ON CIPLA : UK Seretide market size at $300 mn
HSBC ON CIPLA : US ramp up, benefits from cost control initiatives should drive earnings
HSBC ON CIPLA : Volume share gain will be key while pricing likely to be low

HSBC ON DIVI'S LABS : Believes resolution could be time consuming
HSBC ON DIVI'S LABS : Estimate 10% of total co sales will be under threat if Form 483 issues escalate
HSBC ON DIVI'S LABS : Form 483 shows serious observations; may potentially escalate to Warning Letter
HSBC ON DIVI'S LABS : Maintains Hold; cuts target to ₹934 from ₹1,233
HSBC ON DIVI'S LABS : Unit II includes EOU, SEZ, DSN SEZ which accounts for 20-30% of total sales

JPMORGAN ON CIPLA : Believes clarity on large opportunities in US to be key trigger for re-rating
JPMORGAN ON CIPLA : Maintains Neutral, target of ₹550
JPMORGAN ON CIPLA : Much-awaited gSeretide approval in UK positive
JPMORGAN ON CIPLA : Over next 2-3 years, bulk of incremental rev in respiratory driven from ex-US mkt
JPMORGAN ON CIPLA : Progress on US respiratory pipeline & base business margin key triggers

NOMURA ON LOGISTICS : Demonetisation to hurt EXIM volumes in the near-term
NOMURA ON LOGISTICS : Don't see significant risk for ADSEZ which witnessed strong vol growth in H1
NOMURA ON LOGISTICS : Expect FY18F growth to be weaker as demonetisation impact continues into Q1
NOMURA ON LOGISTICS : Maintain buy on Concor, target of ₹1,585
NOMURA ON LOGISTICS : Maintains Reduce on Adani Ports, target of ₹258
NOMURA ON LOGISTICS : Maintains Reduce on Gujarat Pipavav, target of ₹110
NOMURA ON LOGISTICS : Railways may lose recent market share gains as truck utilisation revives
NOMURA ON LOGISTICS : Sees downside risks to volume forecasts for Concor

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