Tuesday, February 20, 2018
Should You Go Direct

INVESTMENT IDEAS

Should You Go Direct

Consumers of financial services products are increasingly shunning distributors and agents.

The Blues of Cummins India

INVESTMENT IDEAS

The Blues of Cummins India

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

The FMCG leader – Dabur

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The FMCG leader – Dabur

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

Tactics of City Union Bank

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Tactics of City Union Bank

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

SBI: The largest Indian Bank

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SBI: The largest Indian Bank

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

Sun Pharmaceuticals - A Specialty player

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Sun Pharmaceuticals - A Specialty player

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

Woes for Cipla

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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

Sanguine prospects for IGL

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Sanguine prospects for IGL

Edelweiss reports strong all‐round show for IGL, growth momentum to sustain

Promising Eicher Motors

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Promising Eicher Motors

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

Enterprising BLS International Services

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Enterprising BLS International Services

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

Scores of Gujarat State Petronet

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Scores of Gujarat State Petronet

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

Booming Tata Power

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Booming Tata Power

Edelweiss reports healthy renewable business and abundant triggers in store for the stock to re-rate

Sphere of Sadbhav Engineering

INVESTMENT IDEAS

Sphere of Sadbhav Engineering

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