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Reports for search string : Challenges

IDFC Bank: Merger with Capital First provides abundant opportunities; Neutral
t the same time, with new management at the helm, the company would get another fresh start. We expect RoA/RoE to improve 20/200bp post the merger (without accounting for synergies).
Motilal Oswal, 16 Jan 2018
TCS Q3FY18: Portfolio challenges receding; ADD
TCS 3QFY18 earnings and commentary continues to be constructive as headwinds of the past three years are receding, in-turn leading to rising confidence across verticals.
Equirus Securities, 15 Jan 2018
IT Services Report: 2018 - A Year of Redemption
A common narrative echoing from our recent interactions with IT companies, especially mid-caps, seems to be that of margin improvement. ISG data indicates positive momentum, but growth commentary see...
Equirus Securities, 12 Jan 2018
GMR Infrastructure: Accumulate the stock with a long term view
Having gone through deep debt restructuring in the past two years, the consolidated debt now looks sustainable and the corporate debt is serviceable through divestment of non-core assets. At CMP of Rs...
Way2wealth, 05 Jan 2018
R-Sec Strategy January 2018
The year 2017 proved to be promising and ended with a bang for Indian equities, as the benchmark NIFTY recorded a healthy ~29% YoY gain surpassing the psychological 10,000 milestone. Further demonet...
Reliance Securities, 02 Jan 2018
Alkem Laboratories: Domestic Formulations Biz is the key growth driver; Buy
Looking ahead, we expect Alkem’s domestic formulations business to witness ~13.5% CAGR through FY17-20E driven by increasing focus on chronic and over-the-counter (OTC) segments, improving market shar...
Reliance Securities, 28 Dec 2017
Persistent Systems: Pragmatic strategy could be margin accretive; Retain REDUCE
Though growth is tracking ahead, 14.8% EBITDAM in 1H, with anticipated wage hike impact in H2, has significantly raised the margin ask-rate. Higher than anticipated margin recovery is a key ups...
Equirus Securities, 08 Dec 2017
Ahluwalia Contracts Q2FY18: Robust Performance amid Challenges; Buy
Ahluwalia Contracts (ACIL) has reported a better-than-expected operational performance in 2QFY18, with its reported EBITDA growing by a stellar 24% YoY to Rs498mn, which is above the expectation mainl...
Reliance Securities, 22 Nov 2017
Wipro: Things are adding up; retain REDUCE
Growth across top customers continues to be robust and likely reflects the outcomes of the mining initiatives and improving win rates. Top customer revenues grew 25.3% yoy (1Q: 18.5%) while top 2-5 cu...
Equirus Securities, 20 Nov 2017
Greaves Cotton Q2FY18: Changing industry dynamics to shake up key business verticals - maintain REDUCE
Due to growth uncertainties in the two large verticals which contribute ~50% of GRV’s sales, a multiple contraction is possible. We therefore cut our target TTM multiple from 18x to 16x and maintain R...
Equirus Securities, 13 Nov 2017
Relaxo Footwears: A value for money investment
The management is planning to expand faster using the franchise model. FY17 was flat financially on account of demonization led disruption and higher expenses. The margins and volumes are both likely ...
Punit Jain, 10 Nov 2017
Godrej Industries Q2FY18: Resilient performance; HOLD
The investments in brand strengthening & increasing market reach will bode well for the company in the long run. We believe the company is on a strong innovation path.
Way2wealth, 03 Nov 2017
Infosys Q2FY18 results: Status quo; Retain REDUCE
Infosys (INFO) reported mixed 2QFY18 earnings with growth (2.9% vs. 3.6% EE) modestly below EE but EBITM coming in above estimates (24.2% vs. 23.5%). Growth was broad-based ac...
Equirus Securities, 31 Oct 2017
Federal Bank Q2FY18:Continues to improve quarter after quarter; Buy
FB reported strong net earnings of Rs2.64bn (first quarter post Q4FY15) mainly led by strong NII growth of ~24% and loan growth of ~25% YoY (despite higher base of bought loan book). Credit cost which...
Prabhudas Lilladher, 18 Oct 2017
Deepak Nitrite: Accumulate' rating assigned for a higher target price
The stock currently trades at 32.9x FY18e EPS of Rs 6.50 and 20.5x FY19e EPS of Rs 10.45. Earnings revival this fiscal would stem from vigorous rebound in dispatches of key product categories.
CD Equisearch Pvt Ltd, 12 Oct 2017
Q2FY18 Earnings Preview: Another quarter of subdued revenue for Consumer Sector
Another quarter of subdued revenue for our Consumer Universe, we expect aggregate revenue to grow 4.3% YoY and aggregate PAT to grow 9.7% YoY in 2QFY18. Sales for the quarter are likely to be impacted...
Motilal Oswal, 12 Oct 2017
Infosys: Buy-back will drive shareholder value
The challenges posed by the recent restructuring events has adversely impacted growth. We believe, on the back of the investments made it is likely the company will catch up with its peers in reven...
Way2wealth, 03 Oct 2017
IBC – Set to strengthen India’s insolvency framework
Speedy and time-bound proceedings leading to higher recoveries. Hitherto, avg. time taken for recovery processes in India stood at 4.3 years with a 26% recovery rate.
Equirus Securities, 26 Sep 2017
Bears took full control of Dalal Street in today’s trade
Bears took full control of Dalal Street in today’s trade and ended the session with cut of around a percentage point on likely widening in fiscal deficit target. D-Street was abuzz with news of a big ...
Jainam Research, 25 Sep 2017
These stocks have an upside potential of 12% to 26%
Reliance Industries, Lupin, and Mahindra & Mahindra are the picks which have an upside potential of 12% to 26%. Motilal Oswal are sharing there target price and potential for each of these stocks.
Motilal Oswal, 22 Sep 2017
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