Houseviews: How to trade YES Bank, Ambuja Cements, Dabur & Hero post Q1 results

Houseviews: How to trade YES Bank, Ambuja Cements, Dabur & Hero post Q1 results
  • Language
  • App
  • Subscriptions
  • Specials
  • Sign-In
  • Register
GeStepAhead GrowMyMoney Tech Control
moneycontrol.com
Houseviews: How to trade YES Bank, Ambuja Cements, Dabur & Hero post Q1 results
  • 
	Dabur
	
	Brokerage: JP Morgan
	
	Rating: OVERWEIGHT
	
	Target: Rs 190
	
	Rationale: The management is fairly optimistic about FY14 with 8 to 12% domestic volume growth and price rises of 4 to
	5%.

	 

	 

	 

    Dabur Brokerage: JP Morgan Rating: OVERWEIGHT Target: Rs 190 Rationale: The management is fairly optimistic about FY14 with 8 to 12% domestic volume growth and price rises of 4 to 5%.      

  • 
	Petronet LNG
	
	Brokerage: CLSA
	
	Rating: BUY
	
	Target: Rs 180
	
	Rationale: A 75% rise in volume over FY14-17 will drive a doubling of EPS even as trading margins moderate.

    Petronet LNG Brokerage: CLSA Rating: BUY Target: Rs 180 Rationale: A 75% rise in volume over FY14-17 will drive a doubling of EPS even as trading margins moderate.

  • 
	Ambuja Cements
	
	Brokerage: Macquarie
	
	Rating: UNDERPERFORM
	
	Target: Rs 137
	
	Rationale: The management claims synergy benefits, but those can take very long. The deal is also EPS-dilutive in its initial years by 4-5%.

    Ambuja Cements Brokerage: Macquarie Rating: UNDERPERFORM Target: Rs 137 Rationale: The management claims synergy benefits, but those can take very long. The deal is also EPS-dilutive in its initial years by 4-5%.

  • 
	YES Bank
	
	Brokerage: JP Morgan
	
	Rating: OVERWEIGHT
	
	Target: Rs 560
	
	Rationale: The market overreacted, both on the permanency of high rates and its impact on earnings.

    YES Bank Brokerage: JP Morgan Rating: OVERWEIGHT Target: Rs 560 Rationale: The market overreacted, both on the permanency of high rates and its impact on earnings.

  • 
	Hero MotoCorp
	
	Brokerage: ICICI Direct
	
	Rating: BUY
	
	Target: Rs 1935
	
	Rationale: Going forward, from FY15E, HMCL’s margins are likely see an improvement as royalty to Honda ends after Q1FY15E and as the impact of the cost rationalisation drive undertaken by the management starts kicking in.

    Hero MotoCorp Brokerage: ICICI Direct Rating: BUY Target: Rs 1935 Rationale: Going forward, from FY15E, HMCL’s margins are likely see an improvement as royalty to Honda ends after Q1FY15E and as the impact of the cost rationalisation drive undertaken by the management starts kicking in.

  • 
	Dabur
	
	Brokerage: JP Morgan
	
	Rating: OVERWEIGHT
	
	Target: Rs 190
	
	Rationale: The management is fairly optimistic about FY14 with 8 to 12% domestic volume growth and price rises of 4 to
	5%.

	 

	 

	 
  • 
	Petronet LNG
	
	Brokerage: CLSA
	
	Rating: BUY
	
	Target: Rs 180
	
	Rationale: A 75% rise in volume over FY14-17 will drive a doubling of EPS even as trading margins moderate.
  • 
	Ambuja Cements
	
	Brokerage: Macquarie
	
	Rating: UNDERPERFORM
	
	Target: Rs 137
	
	Rationale: The management claims synergy benefits, but those can take very long. The deal is also EPS-dilutive in its initial years by 4-5%.
  • 
	YES Bank
	
	Brokerage: JP Morgan
	
	Rating: OVERWEIGHT
	
	Target: Rs 560
	
	Rationale: The market overreacted, both on the permanency of high rates and its impact on earnings.
  • 
	Hero MotoCorp
	
	Brokerage: ICICI Direct
	
	Rating: BUY
	
	Target: Rs 1935
	
	Rationale: Going forward, from FY15E, HMCL’s margins are likely see an improvement as royalty to Honda ends after Q1FY15E and as the impact of the cost rationalisation drive undertaken by the management starts kicking in.

Get started using your favorite social network

or

Login using moneycontrol ID

Username
Password

Need help logging in? Reset password.

Don´t have an account? Sign Up

Get started using your favorite social network

or

Simply sign up using this short form

* mandatory

UserName*

Username should be atleast 4 character

Password*

Password should be 8 or more characters,
atleast 1 number, 1 symbol & 1 upper case letter

Alert

Your Password should contain
  • 8 or more characters
  • At least 1 number
  • At least 1 symbol
  • At least 1 upper case letter
Confirm Password*
Email
Already have an account? Login