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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

Jagran Prakashan: Revenue growth at the cusp of revival; Upside 35%
Excluding MBL’s current value, JAGP is trading at an EV/EBITDA of 6x (FY19E), and at 11x FY19E EPS. We value JAGP at 14x December 2019E EPS (~10% discount to 3-year average), arriving at a TP of INR 2...
Motilal Oswal, 09 Mar 2018
States borrowings could touch INR 5.5t in FY19
Finally, while Karnataka (KA) has implemented its pay commission, growth in aggregate spending on ‘salaries & wages’ in FY19BE is similar to that in FY18RE.
Motilal Oswal, 08 Mar 2018
Aegis Logistics: Buy for an upside of 32%
The company operates three gas terminals and six liquid terminals across the country. It is engaged in the handling of oil & LPG products, as well as the sourcing, retailing and distribution of LPG.
Motilal Oswal, 08 Mar 2018
HDFC Bank: The juggernaut; Upside 28%
We expect HDFCBK to deliver RoA/RoE of 1.96%/17.4% in FY20E (RoE is suppressed as we have built in capital raise of INR240b). We maintain our Buy rating with a target price of INR 2,400.
Motilal Oswal, 05 Mar 2018
UPL: Generic pesticides, backward integration to drive profitability; Upside 31%
It is well diversified across geographies, with revenue contribution of 32% from Latin America, 20% from India, 17% from North America, 13% from Europe, and 18% from Rest of the World.
Motilal Oswal, 01 Mar 2018
AU Small Finance Bank: Perfect start to a promising journey; Upgrading to Buy
We believe that AUBANK should continue trading at a premium. We thus upgrade the stock to Buy with a target price of INR705 (unchanged), based on 5.9x FY20E BV/32.7x FY20E EPS.
Motilal Oswal, 01 Mar 2018
MCX: Multiple dimensions for growth; Upside 48%
We met MCX’s management to discuss the current situation on volumes, developments around regulations, and the company’s roadmap to capitalize on the multiple emerging opportunities. Key takeaways from...
Motilal Oswal, 19 Feb 2018
Tata Power Q3FY18: Accelerates process to sell non-core assets; Maintain Sell
PAT is adjusted for (a) profit of INR159m for discounted operations and (b) gain of INR2.9b on recognition of deferred tax assets on indexation benefit on investments held for sale. Reported PAT grew ...
Motilal Oswal, 15 Feb 2018
Sun TV Networks: Revenue growth set to take off; Buy for an upside of 25%
With growth revival in the next 2-3 years driving healthy standalone EPS CAGR of 24%, RoE of 33% and steady FCF generation, the stock should continue to offer healthy upside. We value SUNTV at 30x Dec...
Motilal Oswal, 15 Feb 2018
Jindal Steel & Power: Volume growth at inflection; Upside 33%
Nearly 25% of raw material cost is insulated from input price risk due to captive iron ore mines and coal linkage. We remain positive on the stock – Buy with a target price of INR 361
Motilal Oswal, 12 Feb 2018
Hindustan Zinc: Getting more aggressive on volume growth
We roll over our target price to FY20E and adjust for special dividend. New target price at INR342 (earlier INR354) implies 12-13% upside and 7% dividend yield. Maintain Neutral. Recent volatility in ...
Motilal Oswal, 12 Feb 2018
Buy Bajaj Auto and Hero MotoCorp for an upside target of 22% and 8%
BJAUT’s Jan-18 sales at 353.1k units (above est. of 299k units), were higher by 46% YoY. Domestic volume increased by 49.6% YoY to 202.2k (est. 162k) while exports increased 41.4% YoY to 151k (est. 13...
Motilal Oswal, 05 Feb 2018
Quess Corp: Acquires assets from Monster and HCL; Upside 27%
QUESS announced two acquisitions: (1) Monster’s India, South East Asia and Middle East business, and (2) ‘Care Business’ of HCL Services from HCL Infosystems.
Motilal Oswal, 02 Feb 2018
KPIT to merge with Birlasoft, demerge Engineering; Neutral
Merger with Birlasoft; Demerger of Engineering: KPIT announced a merger with Birlasoft and a subsequent demerger of its Engineering business, effectively implying creation of two separate businesses –...
Motilal Oswal, 01 Feb 2018
Motilal Oswal Financial Services Q3FY18: An investment idea for medium to long-term
During Q3FY18, consolidated revenue jumps to Rs. 7286.30 mn from Rs. 4235.20 mn in Q3 FY17, an increase of 72.04%. Net Sales and PAT of the company are expected to grow at a CAGR of 46% and 50% over 2...
Firstcall India Equity, 29 Jan 2018
Mahindra CIE: Ahead of the curve in identifying EV prospects; Upside 24%
We value MACA at 20x CY19E consolidated EPS (at ~20% discount to Bharat Forge’s target multiple of ~25x, given its relatively weak, though improving, capital efficiency). Maintain Buy with a target pr...
Motilal Oswal, 24 Jan 2018
Union Budget Expectations: Whats in whose kitty?
India’s Union Budget 2018-19 will be presented on 1st February 2018. Expectations and excitement run high as it will be the first post-GST and last full-year budget before the General Elections in 20...
Motilal Oswal, 23 Jan 2018
Laurus Labs: Angling for growth; Upside 22%
We value LAURUS at 18x (20% premium to midcap average multiple of 15x) 12M forward earnings to arrive at price target of INR651. We are positive on LAURUS’ forward integration to formulation in regula...
Motilal Oswal, 22 Jan 2018
Larsen & Toubro: The Monitorable Troika; Upside 16%
We maintain our Buy rating with an SOTP based price target of INR 1, 540 (E&C business at 23x FY20E EPS, to which we add INR490 for subsidiaries). LT trades attractive at 22x/19x standalone EPS for FY...
Motilal Oswal, 22 Jan 2018
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
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