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Reports for search string : affect

KNR Constructions Q2FY18: In-house execution to support EBITDAM outperformance in FY18E; retain LONG
KNR Constructions’ (KNRC) execution was flat due to the monsoon impact but margins expanded on lower sub-contracting. We expect the company to win projects worth Rs 20bn by Mar’18 and deliver a 23%/2...
Equirus Securities, 20 Nov 2017
GFSC Q2FY18: Guided for strong volume growth in fertilizer segment; Buy
GSFC reported ~6% YoY decline in net sales in Q2FY18 to INR 15403mn on account of one time urea subsidy loss (INR 920 mn) and ammonia plant shutdown in July which impacted chemical segment. We retain ...
SPA Securities, 17 Nov 2017
Lupin: Warning letter a negative surprise; assign Short
USFDA today issued a combined warning letter (WL) to LPC’s formulation manufacturing facilities at Goa (oral solids) and Indore (Pithampur Unit II, opthalmics and oral solids). This came as a negative...
Equirus Securities, 14 Nov 2017
KEC International Q2FY18: Healthy EBITDA margin and PAT expansion - remain LONG
Healthy EBITDA margin and PAT expansion more than offset a minor GST transition- related impact on KEC International’s (KECI) quarterly execution. Order inflows for 2QFY18 remained healthy at Rs 30bn,...
Equirus Securities, 14 Nov 2017
Bharat 22 ETF New Fund Offer: A Balanced ETF
This ETF is set to create good value for the investor as profit making PSUs, PSUs undergoing reforms and private sector firms have been bundled together. Given the advantage of an ETF in terms of cost...
Punit Jain, 14 Nov 2017
Relaxo Footwears: Buy for an upside of 55% over the next 7 months
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
Apar Ind Q2FY18: GST-led uncertainties dent performance; growth to return in FY19 - maintain LONG
Apar Industries' (APR) 2QFY18 EBITDA decline of 14% yoy stemmed from lower conductor volumes affected by GST and margin compression in TSO. We maintain LONG on the stock due to reasonable valuations (...
Equirus Securities, 10 Nov 2017
Mahindra Logistics IPO: Investors with long term investment horizon may opt the issue
Considering at an upper price band of Rs.429 , the stock is trading at P/E of 66.25 multiple on EPS of Rs. 6.48 and at a lower price band of Rs. 425 P/E multiple is 65.63.
SMC, 31 Oct 2017
Reliance Nippon AMC IPO: An Asset Indeed
Reliance Mutual Fund is a top brand of 22 years vintage. RNAMC has a strong presence across Indiawith subsidiaries in Singapore and Mauritius. As a first AMC firm in India to list, there will be a sca...
Punit Jain, 26 Oct 2017
Rallis India Q2FY18: Agrochem leads the recovery; accumulate
Rallis India results were tad above our estimates with 9.1% & 16% growth in revenues and earnings respectively. Performance was driven by strong growth in agrochemical segment with 11.2% revenue growt...
Prabhudas Lilladher, 26 Oct 2017
Reliance Nippon Life Asset Management IPO: Investors may opt the issue for long term
Considering the P/E valuation on the upper end of the price band of Rs. 252, the stock is priced at pre issue P/E of 36.76x on its FY17 EPS of Rs. 6.86. Post issue, the stock is priced at a P/E of 38....
SMC, 25 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
Long term investors may opt for GIC IPO
Considering the P/E valuation on the upper end of the price band of Rs. 912, the stock is priced at pre issue P/E of 36.52x on its FY17 EPS of Rs. 24.97. Post issue, the stock is priced at a P/E of 25...
SMC, 10 Oct 2017
MAS Financial Services IPO: Small but Ambitious
Strong financials, good asset quality, experienced management and operations in high growth business segments make this issue attractive. Investors can SUBSCRIBE to this IPO with a 2 year perspective.
Punit Jain, 10 Oct 2017
MAS Financial Services IPO: Track record of consistent growth with a quality loan portfolio; Subscribe
Financing requirements in India have risen in sync with the economy’s notable growth over the past decade. NBFCs have played a major role in meeting this need, complementing banks and othe...
SMC, 05 Oct 2017
Rupee Gives Breakout, ECB's Monetary Policy Affects Emerging Market
Rupee Has Given Breakout Of Five Month High Of 65.20, All Emerging Market Currencies Are Being Effected By ECB Monetary Policy. Indian Rupee has given breakout of its 5 month high of 65.20 and yesterd...
Dynamic Equities Pvt Ltd, 27 Sep 2017
IPO rush unlikely to hurt surging secondary market
The IPO market is becoming strong with more than 18 companies this year so far, which have come up with their IPO launch date. These companies are able to raise about Rs. 25,900 Cr of funds. Some more...
Guest Author, 22 Sep 2017
SBI Life IPO: A compelling investment?
The company’s financial performance has been strong with revenue & PAT grown at a CAGR of 19.2% & 11% over last five years, ROE at 22% for Q1FY18 & with its strong brandname and wide distribution netw...
Rudra Shares and Stock Brokers, 20 Sep 2017
Key concerns to remember before subscribing to SBI Life Insurance IPO
An inability to maintain market share, implement growth strategies or effectively address the requirements of specific customer segments by maintaining a strategic portfolio of ...
HDFC Sec, 20 Sep 2017
How does L&T capitalize on the next leg of the investment cycle?
L&T enjoys several levers across business/geographical segments, and has emerged as the E&C partner of choice in India. This provides it with a robust foundation to capitalize on the next leg of the i...
Motilal Oswal, 13 Sep 2017
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