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Companies for search string : Motilal Oswal

Motilal Oswal Financial Services Ltd. Motilal Oswa [BSE: 532892 || NSE: MOTILALOFSEQ]

Contributors For Search String : Motilal Oswal

Motilal Oswal

Reports for search string : Motilal Oswal

PC Jeweller: Shining bright; Buy for an upside of 36%
We see an enormous opportunity unfolding in Indian Jewelry as a result of value migration towards organized players. Among all Consumer categories, Jewelry has the largest share of the unorganized seg...
Motilal Oswal, 23 Nov 2017
Shriram Transport Finance: Better days ahead; Buy for an upside of 18%
We believe that Shriram Transport Finance (SHTF) is on the cusp of a strong earningstrajectory. Company-specific drivers (reduction in credit cost, C/I ratio), along with arecovery in the CV market, s...
Motilal Oswal, 22 Nov 2017
Strides Shasun: Divestment to focus on profitable businesses; Buy for an upside of 54%
We believe that sale of domestic formulation business at 2.7x EV/FY17 sales is not only at good multiple but would also enable Strides Shasun (STR) to focus on US and Australia’s regulated market and ...
Motilal Oswal, 21 Nov 2017
Bharat Electronics: Four key drivers crucial for sales and earnings growth; Buy
Post a sedate 5% CAGR in sales growth over FY11-15, growth accelerated to 15% over FY16-17. In our view, there are four key pillars crucial to BHE’s sales and earnings growth over the next few years. ...
Motilal Oswal, 21 Nov 2017
NTPC: Valuations attractive; Reiterate Buy
CERC, in a letter dated November 14, 2017, has invited comments from stake holders on CEA’s recommendation to compensate power generation companies (GENCOs) 85-100kcal/kg of coal for pithead stations ...
Motilal Oswal, 21 Nov 2017
Quess Corp: Acquires Tata Business Support Services; Upside 35%
Quess Corp acquired 51% stake in Tata Business Support Services, a provider of Customer Lifecycle Management and Business Process Management.
Motilal Oswal, 21 Nov 2017
MCX: Reforms have just begun; Buy for an upside of 37%
Commodities are an important cog in the wheel of an emerging economy like India, and commodity derivatives have a huge potential in such a market. With only a fraction of that opportunity explored so ...
Motilal Oswal, 17 Nov 2017
Aditya Birla Capital: Perfect blend of growth and quality; Upside 22%
Aditya Birla Capital (ABCL) is one of the most diversified financial services entities in India, operating under a single brand, with a presence in non-bank financing, housing finance, asset managemen...
Motilal Oswal, 17 Nov 2017
Reliance Industries: Higher refining margins to sustain; Buy
RJio’s revised plans are priced ~15% higher, with an average ARPU of INR150 for its popular unlimited price plans. We expect actions towards ARPU accretion to drive ARPU of INR156 in FY18 and INR172 i...
Motilal Oswal, 15 Nov 2017
MF Weekly: Industry AUM rose to Rs.21.41 lakh crore in Oct 2017
As per data from the Association of Mutual Funds in India (AMFI), the assets under management (AUM) of mutual fund industry rose to Rs. 21.41 lakh crore in Oct 2017 compared with Rs. 20.40 lakh crore ...
SMC, 15 Nov 2017
CESC: In-line results; Buy for an upside of 38%
CESC’s standalone PAT grew 2.1% YoY to INR2.47b, marginally below estimate. T&D loss (provisional) declined 100bp YoY (30bp QoQ) to 10.8%. Sales grew 4% YoY to 2.75BU.
Motilal Oswal, 13 Nov 2017
Tata Motors: JLRs Oct-17 volume of 49.8k units below estimates; Buy for an upside of 36%
The stock trades at 17.2x/6.5x FY18E/FY19E consolidated EPS. Maintain Buy with a target price of INR575 (FY19 SOTP-based) for ordinary shares, and Rs 403 for DVR (~30% discount to TP for ordinary shar...
Motilal Oswal, 13 Nov 2017
ITC: Fate of the business is contingent on regulations governing the cigarettes business; Neutral
In view of the muted earnings growth prospects over the near-to-medium term, we maintain our Neutral rating on the stock.
Motilal Oswal, 13 Nov 2017
Lupin: Goa and Indore plant receives Warning Letter
Near term pressure to persist; stock factoring most of the negatives: LPC has invested ~INR60b on R&D between FY16-18E (much higher than what it invested in a decade prior to that). We maintain Buy wi...
Motilal Oswal, 08 Nov 2017
Torrent Pharmaceuticals: Entering big league through this acquisition; Neutral
Deal to be EPS accretive in 3 years: Due to high interest cost, Unichem deal will take 3 years to become EPS accretive (additional interest cost burden of IN2.5-2.7b). Although TRP remains one of the ...
Motilal Oswal, 06 Nov 2017
Coal India:Dispatch growth remains strong; Buy
Volume growth is accelerating, which will also drive operating leverage gains. Various cost initiatives like closing of underground mines, VRS, overtime compensation and others can drive upside to our...
Motilal Oswal, 03 Nov 2017
Divi's Laboratories: US FDA clears Unit-2; positives already priced in; Neutral  External Link
Although resolution of the import alert in record time is a significant positive, we believe that the run-up in the stock price in the last two days already factors in most of it. We maintain Neutral ...
Motilal Oswal, 03 Nov 2017
GAIL India: Making room for higher crude oil price; Sell
As a result of revised value of investments, increase in crude oil assumption and rolling our valuation to September 2018E, our target price is raised from Rs 334 to Rs 376. However, we maintain our S...
Motilal Oswal, 02 Nov 2017
Rain Industries: The stock which has an upside potential of 33%  External Link
After trading at low single digit PE for very long period, RAIN has finally got rerated on visibility of margin expansion and growth driven by multiple enduring tailwinds and multiple competitive adva...
Motilal Oswal, 02 Nov 2017
Khadim India IPO: Subscribe to the 2nd largest footwear retailer
KIL is the 2nd largest footwear retailer with strong brand recall in East India, with increasing presence in Southern and Western India. KIL has delivered strong Revenue /EBITDA / PAT growth of 10% / ...
Motilal Oswal, 02 Nov 2017
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