Phillipcapital

For Indian IT companies, a victory by Trump may lead to stricter work visa policies due to his strong stance on immigration

Focus on energy space key for India's growth, says Bhatnagar of PhillipCapital

When one talks about growth for a country like India one cannot overlook the energy demand, said Vineet Bhatnagar, MD & CEO, PhillipCapital

Expect growth for aviation, hospitality sector to continue: PhillipCapital

The hospitality industry changed dramatically between 2000 and 2017, it has gone through a strategic shift ofan asset-heavy model to asset-light model, said Vineet Bhatnagar, MD, PhillipCapital.

Acquiring Tikona’s spectrum to be value accretive for Bharti Airtel: PhillipCapital

Acquiring Tikona’s spectrum assets is a good strategy and value accretive for Bharti, said Naveen Kulkarni of PhillipCapital.

Sintex demerger: PhillipCapital says listing likely by May-June; upbeat on stock

Vikram Suryavanshi, Philip Capital said now with the approvals for the demerger in place, the company will approach BSE or NSE to get the listing date on the exchanges.

See Nifty range between 8600 and 9600-9800 in 3-6 months: PhillipCapital

In an interview to CNBC-TV18, Vineet Bhatnagar, MD of PhillipCapital said that there are several uncertainties over the government format.

Airtel revenue may fall by 1% post roaming cost cut: PhillipCap

Naveen Kulkarni of PhillipCapital is of the opinion that Reliance Jio finally becoming paid does not spell good news for incumbents. He instead says that the Rs 303 scheme introduced by Mukesh Ambani last week is very competitive and so will continue to maintain pressure on exisiting operators.

See populist Budget, rate cuts likely to be deferred: PhillipCap

Within exports theme, top picks are Infosys, Sun Pharma, and Aurobindo Pharma, says Naveen Kulkarni of PhillipCapital.

Sun Pharma rebounds, Halol unit observations not worrisome

Analysts feel that observations issued for Halol unit are not serious in nature. They are still hopeful of early clearance from the US Food and Drug Administration to Halol unit. According to them, these are largely related to standard operating procedures and not related to data integrity.

SBI NPA problem contained but need to watch out for MSMEs: Pro

Due to the recent ban on Rs 500 and Rs 1000 currency notes to curb counterfieting and crack down on black money, Agarwalla says MSMEs' business will be severly hurt and could lead to slippages.

PhillipCapital's Surya Patra on Sun Pharmaceutical

In an interview to CNBC-TV18, Surya Patra of PhillipCapital shared his readings and outlook on the pharmaceutical space.

GST hangover to remain for ITC in short-medium term: Pros

Sanjay Manyal of ICICI Direct is positive on the stock on FMCG side. Food business is expected to grow at 15 percent plus compounded annual growth rate and will aid future growth for the company.

SEBI may issue showcause notice to 5 brokers in NSEL case: Srcs

Market regulator Securities and Exchange Board of India (SEBI) may issue show-cause notices to five brokers in the NSEL case, according to people privy to the development, reports CNBC-TV18‘s Yash Jain.

Telcos may spend Rs 40,000cr at spectrum auction: PhillipCap

Reliance Jio, which is expected to shell out around Rs 9,000 crore at the auction, could have a significant impact on the financial performance of other telcos, Naveen Kulkarni, PhillipCapital says. Third quarter numbers are likely to reflect the amount of impact.

Jubilant Food dives 8% on CEO Kaul's exit: How low can it fall?

The company has said it has initiated process of identifying his successor but Kaul‘s exit may not go well with investor as he was perceived as architect of strong supply chain and operation excellence.

SBI manages asset quality & balance sheet better than peers: Pro

Siddharth Purohit of Angel Broking said that the slippages number has been a positive surprise and this shows that SBI has been able to manage its asset quality and balance sheet better than other PSBs.

Idea to bounce back from 52-week lows: PhillipCap

Naveen Kulkarni of PhillipCapital told CNBC-TV18 that there is pressure on the company's balance sheet but it is manageable and despite the 52-week low, he does not see much downside in the stock price of Idea Cellular from current levels.

Expect largecaps to perform better than midcap: PhillipCapital

Kulkarni expects large-cap stocks to perform better than mid-cap growth stocks. "We value the Nifty at 18x FY18 earnings per share at 9,900, implying an upside of 16 percent from current levels," he says.

Case for L&T IPO: Do valuations trump plain-vanilla biz model?

Should you subscribe to L&T IPO? Here's the bull versus bear case.

Buy Zee Entertainment, target Rs 475: Manoj Behera

Manoj Behera, Assistant Vice President - Research-Media & Telecom at PhillipCapital has a buy rating in Zee Entertainment for a target of Rs 475.

Have buy call on Zee & Ortel Communications: PhillipCapital

In an interview to CNBC-TV18, Manoj Behera, Assistant Vice President-Research for Media & Telecom at PhillipCapital shared his readings and outlook on Zee Entertainment Enterprises and Ortel Communications.

See deep value in SBI, like from 3-4 yr horizon: PhillipCapital

There has been a pick-up in road projects and strong demand in the commercial vehicle space, says Manish Agarwalla, Co-Head of Research, Banking and NBFCS, PhillipCapital.

'Patanjali will hit a ceiling': Time to look at Colgate, Dabur?

An upturn in rural demand is likely to benefit consumer companies and the best two plays in the sector continue to remain Dabur and Colgate, says Jubil Jain of PhillipCapital.

Bharti is well poised to take 4G battle ahead: Experts on SUC

Though Relaince Jio is going to benefit from the current decision, Bharti Airtel is even more poised to take the 4G battle ahead, said Prakash Diwan of prakashdiwan.in.

It's all systems Go: Parag Milk Foods targeting 25-35% growth

On a day when Parag Milk Foods witnessed a phenomenal listing on the bourses, Chairman Devendra Shah said he's hopeful of getting 10 percent margins soon. Jubil Jain of PhillipCapital is bullish on the company's stock and expects it to double in 3-4 years.