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Dean School of Asset Management

Reports for search string : asset

Canara Bank Q2FY18: Weak operating environment; Wait & watch
Canara bank is expected to report high credit cost going ahead which will adversely impact the earnings and keep return ratios subdued over the next 3-4 quarters. Faster resolution of stress assets re...
SPA Securities, 21 Nov 2017
CG Power Q2FY18: Net Loss Widens; All Eyes on Sale of Overseas Assets
CG Power & Industrial Solutions (CG Power) continued to report a dismal performance in 2QFY18. Its consolidated net loss – including discontinued operations – stood at Rs4305mn.
Reliance Securities, 20 Nov 2017
Coal India Q2FY18: GST Transition Drags Quarterly Performance; Maintain BUY
n line with our estimate, consolidated net sales of Coal India (CIL) rose by 4.2% YoY to Rs181bn in 2QFY18 driven by higher coal off-take (+13.6% YoY), which was off-set by 8.2% YoY fall in average re...
Reliance Securities, 20 Nov 2017
Bank of Baroda Q2FY18: Asset Quality Surprises Positively; Maintain BUY
Bank of Baroda (BoB) has positively surprised on asset quality front in 2QFY18 led by sequentially lower fresh slippages, moderation in credit cost and stable overall asset quality.
Reliance Securities, 20 Nov 2017
Equity savings funds: Apt for investors looking for stability and tax efficiency
Equity savings funds also known as equity income funds attempt to generate returns by investing in equity, fixed income and arbitrage opportunities.
Guest Author, 20 Nov 2017
Pick of the Week: Buy PTC at CMP and add on declines to Rs103-106 band
HDFC Securities feel investors could buy the stock at the CMP and add on dips to Rs103-106 band for sequential targets based 11x FY19E Core EPS & 13x FY19E Core EPS over the next 3-4 quarters.
HDFC Sec, 20 Nov 2017
Bank of Baroda Q2FY18:Asset quality issues continue, but PCR improves; Accumulate
BOB’s operational performance improved from both better income growth and controlled opex leading to core PPOP growth of 19% YoY. Loan growth was much better at ~9% YoY but has been on lower base and ...
Prabhudas Lilladher, 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
Indian Bank Q2FY18: Credit growth picks up; Hold for a revised target price
Indian bank reported higher NIMs at 2.85% (15bps y-o-y & 12bps q-o-q) led by higher C/D ratio and improvement in spread. PPOP grew by 37% y-o-y (10% q-o-q) largely due to controlled opex (3% y-o-y & q...
SPA Securities, 16 Nov 2017
Carborundum Universal posts strong growth in Q2FY18; Buy for an upside of 30%
The company is currently trading at 38.06x of TTM eps of Rs 9.72. Looking at increase in production capabilities, decent financials & strong industry outlook, we recommend “Buy” on the stock with for...
Hem Securities, 16 Nov 2017
State Bank of India Q2FY18: Slippages lower than estimates; BUY
SBI’s operational performance was better with lower slippages, though contraction in corporate credit led to lower than estimated NII. Net earnings were slightly below estimates on back of higher p...
Prabhudas Lilladher, 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
State Bank of India Q2FY18: Asset Quality Surprises Positively; Maintain BUY
We continue to maintain our BUY recommendation on the stock with an SOTP-based Target Price of Rs 370 (from Rs355 earlier) valuing parent at 1.7x FY19 Adj. BV implying standalone value at Rs 313 and s...
Reliance 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
Torrent Power Q2FY18: Steady cash generation to continue; revise to ADD
Torrent Power (TPW) surprised positively with rising SUGEN PLFs and an all-round improvement across its Agra, Bhiwandi and renewable portfolios. Management remains optimistic on eventual adoption of t...
Equirus Securities, 13 Nov 2017
Greenply Industries Q2FY18: Well placed for long term; Buy
Net sales for Q2FY18 was up by 2.1% at Rs446crs. Growth was muted mainly due to lower sales volume in MDF segment. Plywood sales reported a growth of 1.5% (on a net basis). Volume growth in the plywoo...
Way2wealth, 10 Nov 2017
Power Finance Corporation Q2FY18: Credit costs to trend downwards; retain LONG
We expect PFC to clock 9%+ loan growth along with 3.7-4% NIMs over FY17A-FY20E. During 2QFY18, loans worth Rs 56.2bn got upgraded to standard and Rs 55.9bn to restructured from NPA. We expect upgrades...
Equirus Securities, 09 Nov 2017
Firstcall remains overweight on India's 2nd largest Housing Finance Company for medium to long term
The company has declared an interim dividend of Rs. 9 per share of face value of Rs. 2/- each for the financial year 2017-18. At the current market price of Rs. 1193.85, the stock P/E ratio is at 15.2...
Firstcall India Equity, 09 Nov 2017
Ujjivan Financial Q2FY18: MFI loans without group guarantee a concern; retain REDUCE
Ujjivan Financial Services (UJJIVAN) reported losses of Rs 120mn (EE: PAT Rs 43mn) for 2QFY18 on aggressive loan-loss provisioning (Rs 882mn). While collections improved, the bank is still not disburs...
Equirus Securities, 09 Nov 2017
Indian Bank Q2FY18: Fabulous Feat on all Fronts; Upgrade to BUY
The Bank continues to remain the best-managed PSB on all major fronts. Analysis of its stressed assets clearly suggests that it is approaching the end of recognition of stressed loan cycle, which alon...
Reliance Securities, 08 Nov 2017
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