Sector Reports

  • Reforms in place; Sector Outlook Positive: KRChoksey

    Reforms in place; Sector Outlook Positive: KRChoksey  

    KRChoksey has come out with its sector report on BFSI. According to the research firm, asset quality worries getting addressed.

    25 Nov 2015, 1.57 pm  |  Source: Moneycontrol.com

  • Emkay’s sector report on construction and infrastructure

    Emkay’s sector report on construction and infrastructure  

    Emkay Global's sector report on: Trends observed during the month with respect to project tenders, awards, port traffic, NHAI and PGCIL awards

    19 Nov 2015, 11.45 am  |  Source: Moneycontrol.com

  • Cabinet approves SEB Debt Restr Proposal: Reliance Sec

    Cabinet approves SEB Debt Restr Proposal: Reliance Sec  

    Recently, the Indian power sector has witnessed serious discussions to address the issues related to coal deficit and SEBs’ financial health which augur well for the sector say Reliance Securities in its power sector report date...

    17 Nov 2015, 12.29 pm  |  Source: Moneycontrol.com

  • Cement- Expect moderate demand recovery post festivals

    Cement- Expect moderate demand recovery post festivals  

    Cement prices softened a bit; expect moderate demand recovery post festivals says Reliance Securities in its research report on Cement Sector dated November 05, 2015.

    10 Nov 2015, 6.36 pm  |  Source: Moneycontrol.com

  • IT - Revenue growth continued to moderate, says Emkay

    IT - Revenue growth continued to moderate, says Emkay  

    Emkay has come out with its report on IT sector. The research firm continues to see downside risks to industry growth expectations given a changing demand profile which is requiring change in sales and delivery orientation from th...

    10 Nov 2015, 1.18 pm  |  Source: Moneycontrol.com

  • Financials-SDR simply kicks the can down the road: Religare

    Financials-SDR simply kicks the can down the road: Religare  

    Religare has come out with its report on India Financials sector. According to the research firm, SDR refinancing should be included in stressed asset formation in order to bring in greater transparency on underlying trends in ass...

    06 Nov 2015, 5.06 pm  |  Source: Moneycontrol.com

  • IT- Technology to witness strong growth: Kotak Securities

    IT- Technology to witness strong growth: Kotak Securities  

    Kotak Securities has come out with its report on IT sector. According to the research firm, the industry is expected to witness strong growth with spatial surprises.

    06 Nov 2015, 3.41 pm  |  Source: Moneycontrol.com

  • Auto - Strong onset of festive season: LKP Research

    Auto - Strong onset of festive season: LKP Research  

    The festive season of navratra has witnessed a strong traction in most of the auto sales numbers in October 2015, going forward, we expect November also to post sales in a similar range on a lower base of last year, say LKP Resear...

    05 Nov 2015, 1.11 pm  |  Source: Moneycontrol.com

  • Power Grid top pick in power space: ICICIdirect

    Power Grid top pick in power space: ICICIdirect  

    ICICIdirect.com has come out with its report on Power sector. According to the research firm, Power Grid Corporation of India is the top pick in the coverage universe.

    29 Oct 2015, 6.44 pm  |  Source: Moneycontrol.com

  • Financial: Credit growth static at 9.5% YoY, says Religare

    Financial: Credit growth static at 9.5% YoY, says Religare  

    As per RBI data, credit growth for the fortnight ended 16 October remained stagnant at 9.5% YoY and deposit growth was stable at 11.2% YoY. Investment growth declined to 11.1% YoY, but the SLR was largely unchanged at 27.4%, says ...

    29 Oct 2015, 6.41 pm  |  Source: Moneycontrol.com

  • Long IndusInd Bank, Yes Bank: Edelweiss

    Long IndusInd Bank, Yes Bank: Edelweiss  

    Edelweiss has come out with its report on Banking and Financial Services (BFSI). The research firm has advised to long IndusInd Bank, Yes Bank and to short Mahindra & Mahindra Financial Services (MMFS), Kotak Mahindra Bank in its ...

    14 Oct 2015, 3.37 pm  |  Source: Moneycontrol.com

  • FMCG - Margins expansion to help growth: KRChoksey

    FMCG - Margins expansion to help growth: KRChoksey  

    KRChoksey has come out with its report on FMCG sector. The research firm is positive on Britannia Industries and ITC. "Q2FY16 Earning Preview - Margins expansion to help growth", says the report.

    14 Oct 2015, 3.32 pm  |  Source: Moneycontrol.com

  • Capital Goods Q2 Preview - Waiting for Godot: Religare

    Capital Goods Q2 Preview - Waiting for Godot: Religare  

    Religare has come out with its report on India Capital sector. Expect revenue/ EBITDA/PAT growth of 6.5%/14.1%/1.3% for our capital goods universe in Q2FY16 compared to declines of -0.2%/-12.2%/-1.2% in Q1FY16, says the report.

    14 Oct 2015, 3.32 pm  |  Source: Moneycontrol.com

  • Prefer Axis Bank, HDFC Bank, DCB, Federal Bank: RSec

    Prefer Axis Bank, HDFC Bank, DCB, Federal Bank: RSec  

    Reliance Securities continues to prefer private banks in medium to long term as they are better placed to take advantage of uptick in economic cycle. The research firm has prefered Axis Bank, HDFC Bank, DCB and Federal Bank in pri...

    14 Oct 2015, 2.28 pm  |  Source: Moneycontrol.com

  • Sun Pharma, Torrent Pharma top picks: Edelweiss

    Sun Pharma, Torrent Pharma top picks: Edelweiss  

    Edelweiss has come out with its research report on pharmaceuticals sector. According to the research firm, Sun Pharmaceutical Industries and Torrent Pharmaceuticals are the top picks in the space.

    13 Oct 2015, 3.05 pm  |  Source: Moneycontrol.com

  • SPA Research maintains positive view on auto industry

    SPA Research maintains positive view on auto industry  

    SPA Research has maintained its positive view on the automobile industry as improving outlook on the economy & decline in overall vehicle ownership cost (with reduction in fuel costs & softening interest rates) is expected to lead...

    13 Oct 2015, 1.21 pm  |  Source: Moneycontrol.com

  • Jubilant Foodworks set for spicy turn: Edelweiss

    Jubilant Foodworks set for spicy turn: Edelweiss   

    Edelweiss has come out with its report on retail sector. The research firm expects Jubilant Foodworks (JFL)’s SSG to remain challenging over the medium term, it is likely to gradually recover in FY16. The JFL stock is likely to ...

    13 Oct 2015, 1.20 pm  |  Source: Moneycontrol.com

  • IT: Growth acceleration expected in 2Q, says RSec

    IT: Growth acceleration expected in 2Q, says RSec  

    Reliance Securities has come out with its preview report on IT sector. According to the research firm, sector revenue growth is expected to accelerate in 2Q which has also traditionally been the best quarter for the sector.

    09 Oct 2015, 4.55 pm  |  Source: Moneycontrol.com

  • RSec advises buying Ultratech Cement in large cap stocks

    RSec advises buying Ultratech Cement in large cap stocks  

    Reliance Securities has maintained its "BUY" recommendation on Ultratech Cement in large cap space. Whereas, among mid-cap cement stocks has prefered J.K. Cement, JK Lakshmi Cement and Ramco Cements.

    09 Oct 2015, 4.55 pm  |  Source: Moneycontrol.com

  • Infra Q2 preview - Order inflows strengthening: Religare

    Infra Q2 preview - Order inflows strengthening: Religare  

    Religare has come out with its report on infrastructure sector. "Increased government spending, particularly on roads, bodes well for India’s infrastructure sector, but execution levels are likely to improve meaningfully only in...

    09 Oct 2015, 4.55 pm  |  Source: Moneycontrol.com

  • TV ad growth to outperform other media: ICICIdirect

    TV ad growth to outperform other media: ICICIdirect  

    ICICIdirect.com has come out with its report on media sector. The research firm has maintained its REDUCE stance on Dish TV as its operating performance lags that of peers. "TV ad growth to outperform other media", says the report...

    09 Oct 2015, 4.55 pm  |  Source: Moneycontrol.com

  • Auto Q2 Preview- Good qtr marked by margin gains: Religare

    Auto Q2 Preview- Good qtr marked by margin gains: Religare  

    According to Religare, Q2FY16 is likely to be a good quarter for the RCML auto universe, with AL (+550% YoY), Eicher (consolidated; 67%+ YoY) and MSIL (+52% YoY) set to report the strongest earnings growth. The research firm remai...

    09 Oct 2015, 4.54 pm  |  Source: Moneycontrol.com

  • Media- Dish TV, PVR, Zee Entertain top picks: Edelweiss

    Media- Dish TV, PVR, Zee Entertain top picks: Edelweiss  

    According to Edelweiss, Dish TV India, PVR and Zee Entertainment Enterprises are the top picks in the media space.

    07 Oct 2015, 4.50 pm  |  Source: Moneycontrol.com

  • Prefer Maruti Suzuki, Bajaj Auto, Tata Motors: MOSt

    Prefer Maruti Suzuki, Bajaj Auto, Tata Motors: MOSt  

    Motilal Oswal has prefered Maruti Suzuki, Bajaj Auto and Tata Motors in large caps and Ashok Leyland, Eicher Motors and TVS Motor in mid-caps, in its October 2015 research report.

    07 Oct 2015, 4.50 pm  |  Source: Moneycontrol.com

  • Prefer Maruti Suzuki, Hero Moto, Ashok Leyland: Sharekhan

    Prefer Maruti Suzuki, Hero Moto, Ashok Leyland: Sharekhan  

    Sharekhan continues to prefer Maruti Suzuki India (MSIL), Hero Motocorp (HMCL) and Ashok Leyland (ALL) among the auto stocks under their coverage, in its research report dated October 05, 2015.

    07 Oct 2015, 4.49 pm  |  Source: Moneycontrol.com

  • Infosys remains top pick in Indian IT space: Religare

    Infosys remains top pick in Indian IT space: Religare  

    According to Religare, Infosys has remained top pick in Indian IT space. IT stocks have outperformed the broader index by 15% in Q2 led by INR depreciation, and we think revenue-led earnings beat is essential for continued outperf...

    07 Oct 2015, 4.49 pm  |  Source: Moneycontrol.com

  • Prefer TCS, HCL Tech: Emkay

    Prefer TCS, HCL Tech: Emkay  

    Emkay continues to prefer TCS and HCL Tech amongst the Tier I universe although Infosys's strong commentary on achieving their FY16 revenue outlook could continue to support near term stock performance, says the report.

    07 Oct 2015, 4.49 pm  |  Source: Moneycontrol.com

  • Lubricants - Sell Castrol India and Buy Gulf Oil: Edelweiss

    Lubricants - Sell Castrol India and Buy Gulf Oil: Edelweiss  

    Edelweiss has come out with its report on Lubricants. The research firm has advised to sell Castrol India and buy Gulf Oil (GOL) in its research report dated October 05, 2015.

    07 Oct 2015, 4.49 pm  |  Source: Moneycontrol.com

  • Religare maintains positive stance on FMCG sector

    Religare maintains positive stance on FMCG sector  

    Religare has maintained its positive stance on FMCG sector on expectations of a volume growth recovery with improved margins led by commodity cost tailwinds. "Maintain buy on Hindustan Unilever (HUVR), APNT, Dabur India, Colgate P...

    07 Oct 2015, 4.49 pm  |  Source: Moneycontrol.com

  • Power Grid top pick in power space: ICICIdirect

    Power Grid top pick in power space: ICICIdirect  

    ICICIdirect.com has come out with its report on Power sector. According to the research firm, Power Grid Corporation of India is the top pick in their coverage universe.

    07 Oct 2015, 4.48 pm  |  Source: Moneycontrol.com

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