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Daily Fundamental View:27 March 2017Daily Fundamental View:27 March 2017
27 Mar 2017
Stocks covered (10)Aurobindo Pharma, Bata India, City Union Bank, Dhanuka Agritech, eClerx Services, Federal Bank, Godrej Inds., Hero Motocorp, Indraprastha Gas, J Kumar Infra
Daily Fundamental View:24 March 2017Daily Fundamental View:24 March 2017
24 Mar 2017
Stocks covered (10)Ashok Leyland, Technocraf.Inds., Glenmark Pharma., Essel Propack, Firstsour.Solu., Thermax, Eros Intl.Media, Manappuram Fin., Hero Motocorp, PTC India Fin
Result Update:ITD CemResult Update:ITD Cem
24 Mar 2017ITD Cementation (ITD) in its 4QCY16 posted revenue of Rs.729.75 cr, below our expectation of Rs.1063 cr, EBITDA margins were at 7.6% vs estimate of 6.1% & PAT margins were at 1.9%(Rs.13 cr) vs estimate of 2.8% (Rs.30cr ).
Company Report:Glenmark Pharma.Company Report:Glenmark Pharma.
24 Mar 2017We upgraded Glenmark to BUY (Oct 28, 2016), as we believed it is in sweet spot given improvement in its key markets (US, India, Russia) –posted 18% revenue growth 9MFY17 (ex-gZetia)
Company Update:Cholaman.Inv.&FnCompany Update:Cholaman.Inv.&Fn
24 Mar 2017We interacted with Mr. Arulselvan, CFO of Cholamandalam Investment and Finance (CIFC), at our Auto Conference to get an update on business and understand change in management team. CIFC plans to achieve 65:25:10 mix of Vehicle: Mortgage: Trip financing/MSME by consciously slowing down on home equity
Daily Fundamental View:23 March 2017Daily Fundamental View:23 March 2017
23 Mar 2017
Stocks covered (10)City Union Bank, Dhanuka Agritech, Jaypee Infratec., Southern Infosy., Essel Propack, South Ind.Bank, PTC India, Thermax, Mindtree, Creative Mercha.
Daily Fundamental View:22 March 2017Daily Fundamental View:22 March 2017
22 Mar 2017
Stocks covered (10)Essel Propack, Jaypee Infratec., EID Parry, Cords Cable, Federal Bank, Allsec Tech., Mindtree, Creative Mercha., Hero Motocorp, Southern Infosy.
Initiating Coverage:Tirupati InksInitiating Coverage:Tirupati Inks
21 Mar 2017
Stocks covered (1)Zee Learn, engaged in educational services in India, owns the largest and fastest growing chain of pre-schools and K-12 schools respectively. Under the pre-school segment, the company operates its flagship brand ‘KIDZEE’ with over 1,550 centres in the country.
Daily Fundamental View:21 March 2017Daily Fundamental View:21 March 2017
21 Mar 2017
Stocks covered (10)Cholaman.Inv.&Fn, Dhanuka Agritech, City Union Bank, Jaypee Infratec., EID Parry, Essel Propack, Bata India, Allsec Tech., Cords Cable, Navkar Corporat.