Espirito Santo Securities

AK Purwar, former chairman of State Bank of India and industry expert feels this time the focus could be on organisations which can work for financial inclusion and highly specialized institutions focusing on infrastructure, healthcare education, services sector, among others.

Ranbaxy ban: Outsourcing an option, negative EBIDTA seen

Ranbaxy‘s Toansa plant supplies 70 percent of US-based Ohm Laboratories‘ Active Pharmaceutical Ingredients (API) requirement. This in turn means the company will soon have to go in for outsourcing, incurring a huge costs.

Buy HDFC, says Santosh Singh

According to Santosh Singh, BFSI Analyst at Espirito Santo Securities India Private Limited, one may buy Housing Development Finance Corporation (HDFC).

Buy Bajaj Finance, M&M Financial: Santosh Singh

According to Santosh Singh of Espirito Santo Securities, one may buy Bajaj Finance and Mahindra & Mahindra Financial Services.

HDFC may touch Rs 865, says Santosh Singh

Santosh Singh of Espirito Santo Securities is of the view that HDFC may touch Rs 865.

RBI's loan-to-value norm to hit gold loan cos: Espirito

Santosh Singh of Espirito Santo Securities in an interview to CNBC-TV18 spoke about the impact of these new norms on gold loan companies. He says, in the near-term gold loan companies will be impacted.

Espirito Santo's views on NBFC sector

In an interview to CNBC-TV18, Santosh Singh, Espirito Santo Securities spoke about NBFC sector

Sesa Goa a top pick: Ritesh Shah

According to Ritesh Shah of Espirito Santo Securities, Sesa Goa is a top pick in the non-ferrous sector.

Buy Sesa-Sterlite, JSPL; shun SAIL, NMDC: Espirito Santo

Ritesh Shah of Espirito Santo Securities is positive on Sesa Sterlite and sets a fair value ranging between Rs 180-220.

M&M Fin, L&T Fin more likely to get bank license: Espirito

Santosh Singh, banks & financials analyst, Espirito Santo Securities believes that M&M Finance, L&T Finance, Bajaj Finance are more suited to receive new banking license.

Key factors for SBI's Q3 earnings, net seen up 11%

India's largest lender the State Bank of India is likely to report an 11 percent year-on-year rise in its third quarter net profit at Rs 3,610 crore. Net interest income or the difference between interests earned and paid out, however may fall marginally by 1% to about Rs 11,360 crore, according to a poll estimate by CNBC Awaaz.

New drug pricing policy: Which cos will be impacted most?

Chirag Talati, Espirito Santo Securities says the policy had been anticipated for long. According to him, Cipla, Cadila and Ranbaxy will be impacted negatively.

Asset quality: A key for banks' second quarter earnings

Amidst the fear of rising bad loans, banks are expected to post mixed bag of performance in the second quarter (July-September), 2012-13. Asset quality is one of the key drivers for lenders to convince the market.

See risk reward for Marico; Espirito downgrades Nestle

Nitin Mathur of Espirito Santo Securities said they have downgraded the consumer sector on the back of slowing GDP and wage inflation. Although, the volume growth reported by staple companies remains strong, discretionary growth is starting to show signs of slowing down, added Mathur.

RBI's rupee move won't impact pharma companies, say experts

Chirag Talati, pharma analyst, Espirito Santo Securities says the RBI's move to boost the Indian currency by asking exporters to convert 50% of their foreign exchange holdings into rupees will not have a significant impact on pharma companies.

Espirito Santo cautious on India in Q1; wait & watch in Mar

In an interview to CNBC-TV18, Nick Paulson-Ellis of Espirito Santo Securities gives his opinion on how he sees India performing in 2012 amid all the domestic newflow.

Espirito Santo Sec's health forecast for 3 pharma stocks

While the market has been weak, the pharma sector has remained steadfastly resilient. Chirag Talati, Pharma Analyst, Espirito Santo Securities talks about what is making news in the pharma space.

Buy Lupin, says Chirag Talati

Buy Lupin, says Chirag Talati, Pharma Analyst, Espirito Santo Securities.

See deep value in power, infra in long-term: Espirito Santo

In an interview to CNBC-TV18, Nick Paulson-Ellis, country head of Espirito Santo Securities said India has very specific problems. “It has had a lot of bad news to absorb— corruption, inflation, interest rates,” he added. However, he sees deep value in power and infrastructure in the long-term.