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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

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
KEI Industries: Buy for an upside of 44%
Given the high growth expectation along with healthy financials, we believe that the stock deserves higher valuations. We value KEI at 18x FY20EPS to arrive at a fair value of INR 537/share (44% upsid...
Motilal Oswal, 12 Jan 2018
MAS Financial Services: An efficient player in high growth product segment; Buy
MEL and SME accounts for 83%+ of the totalAUM vs 64% in FY13. The company has impeccable track record of 39% PAT CAGR overFY12-17 with consistent ROA (on AUM) of 2%+.
Motilal Oswal, 12 Jan 2018
Tata Motors: JLR December 2017 wholesale volumes in line at 55k units; Upside 37%
JLRs wholesale volumes grew 3.8% YoY and 1.5% MoM in December 2017 to55,066 units (including China JVs 10,269 units). Jaguar volumes grew 6% YoY to16,826 units against our estimate of 12,000 units d...
Motilal Oswal, 11 Jan 2018
Emami: Rural recovery just the beginning of growth revival; Upside 23%
Our target price of INR 1655 implies a one-year upside of 23% and a two-year upside of 39%. Our bull case upside is 33% for one year and 53% for two years.
Motilal Oswal, 10 Jan 2018
Infosys: APA agreement with US to bring down tax rate; Buy
The Development: Infosys (INFO) has announced an Advanced Pricing Agreement(APA) with the US Internal Revenue Service (IRS), under which both companies have agreed on a methodology to allocate revenue...
Motilal Oswal, 10 Jan 2018
Larsen & Toubro: Green portfolio contribution rising; Health & safety a monitorable
Though LT has performed well on several key performance indicators (KPIs) of our sustainability (ESG) framework,we would still like toclosely look at a few important parameters such as toxic emissions...
Motilal Oswal, 09 Jan 2018
AU Small Finance Bank: First among equals; Neutral
AU Small Finance Bank (AUBANK) has emerged from the transition of a leading retail-focused NBFC (AU Finance) to a bank. It primarily serves low and middle-incomeindividuals/businesses, with distinct f...
Motilal Oswal, 08 Jan 2018
Idea Cellular: Board approves raising INR32.5b via preferential issue; Buy
The stock is valued at 8.1x EV/EBITDA on FY20E combined EBITDA, factoring in debt reduction and EBITDA synergies (720bp lower than Bharti). We have revised our target price to INR120, with 8.7x EV/EBI...
Motilal Oswal, 05 Jan 2018
ICICI Bank: Capex recovery still sometime away; retail growth holding well
Capex demand remains muted; maintains 18-20% growth guidance for retailsegment: Credit demand from corporates remains muted and the management is not seeing any signs of capex revival.
Motilal Oswal, 04 Jan 2018
A stellar finish to the year; All eyes on earnings recovery in CY18
All eyes on earning recovery in CY18: The key trigger that was missing for three years in an otherwise solid and strong India macro story was earnings growth.We expect that to change as we usher into ...
Motilal Oswal, 03 Jan 2018
Larsen & Toubro : Green portfolio contribution rising; Health & safety remains monitorable
Though LT has performed well on several key performance indicators (KPIs) of our sustainability (ESG) framework, we would still like to closely look at a few important parameters such as toxic emissio...
Motilal Oswal, 03 Jan 2018
Titan Company: Healthy jewellery retail growth led by festive demand; Buy
We maintain our Buy rating with a revised target price of INR975 (valued at 49x December 2019E EPS, a 20% premium to three-year average multiple because of the extraordinarily strong earnings growth p...
Motilal Oswal, 03 Jan 2018
India 2018 economic outlook
2017 was a remarkable year in many ways. Retail inflation was the lowest in almost four decades, the Indian Rupee (INR) strengthened against the US Dollar (USD) for the first time in seven years, and ...
Motilal Oswal, 01 Jan 2018
Motherson Sumi: Magical times ahead;Buy
Consequently,we expect RoCE (post-tax) to improve to 21.2% in FY20 (14.7% in FY17). MSS offers strong visibility of earnings growth along withimproving capital efficiencies.
Motilal Oswal, 29 Dec 2017
Motilal Oswal Securities top stock picks for 2018
Nearly 50% of Daburs domestic sales comes from rural India the highest proportion among FMCG companies making it an ideal play on rural revival. For 2QFY18 rural sales grew by 11%, faster than it...
Motilal Oswal, 29 Dec 2017
Mahindra CIE: All set for growth; Buy for an upside of 19%
Initiate with Buy and TP of ~INR297 MACA is all primed for growth phase, after three years of consolidation. It has all ingredients in place for sustained growth over the next few years
Motilal Oswal, 28 Dec 2017
NTPC: Valuations attractive; Maintain Buy
As capitalization outpaces capex, RoE will get a boost and re-rate the stock. Favorable outcome in the GCV measurement issue can boost earnings by ~7%. We remain positive with a DCF-based TP of INR 21...
Motilal Oswal, 28 Dec 2017
Sanghi Industries: Ready for the next leap; Buy for an upside of 23%
We thus initiate coverage on SIL with a Buy rating and a target price of INR157/share, implying upside of ~23% from the current levels.
Motilal Oswal, 27 Dec 2017
Mahindra Financial Services: On an upward trajectory; Buy
We increase FY18-20 BVPS estimates by 15-20%, while our EPS estimates are largely unchanged. We roll over our numbers to FY20E to arrive at a target price of INR562 (SOTP-based). BUY
Motilal Oswal, 26 Dec 2017
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