Monday, September 25, 2017

Investment Ideas

Sun Pharmaceuticals - A Specialty player

GST disruption, pricing pressure, and strong structural headwinds one-off charge in US dents quarter for SUNP

Investment Ideas

SBI: The largest Indian Bank

Edelweiss reports SBI is battling integration challenges which led to softer loan growth

Investment Ideas

Promising Eicher Motors

HDFC Securities Institutional Research paints a rosy picture for the auto-maker EIM

Investment Ideas

Tactics of City Union Bank

HDFC Securities Institutional Research reports the bank as the real ‘CUB’

Investment Ideas

Scores of Gujarat State Petronet

Edelweiss reports surge in volumes for GSPL led to robust quarter and hopeful for near‐term prospects

Investment Ideas

The FMCG leader – Dabur

Edelweiss reports both domestic and international business under pressure; innovation fueled growth ahead

Investment Ideas

The Blues of Cummins India

Edelweiss reports first quarter missed led by adverse revenue mix and stagnancy in international markets

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Woes for Cipla

Cipla continues to face structural pressures from US and emerging markets and is grappling with GST-led disruption

Investment Ideas

Sphere of Sadbhav Engineering

Steady performance for the infra developer with execution remains robust and the key was order intake

Investment Ideas

Enterprising BLS International Services

BLS International Services ramping up with new contracts and Punjab e-Governance project reports HDFC Securities