CLSA ON INFOSYS
Reiterate high conviction Buy with target of `1325
Operating parameters healthy despite slight margin miss
Rising revenue growth should drive a rerating

CS ON CAIRN INDIA
Cut target to `180 from `245, Maintain Neutral
Q1 revenues missed estimates by 6-8%, on lower entitlement barrels
Stock likely to track Vedanta while volume outlook remains muted

CS ON HUL
Raise target to `1030 from `975, Maintain Outperform
Operationally strong results with quality of growth the key positive

CLSA ON ASIAN PAINTS
Downgrade to Outperform from Buy, Target  `900 from `850
Double digit volume growth but management is cautious
Earnings beat was consequent to mix change and product price cuts 

BOFA ML ON INFOSYS
Raise target to `1250 from `1200, Maintain Buy
Raise FY16/17 EPS by 2%on improving revenue growth outlook

BOFA ML ON IBULLS HOUSING
Raise target to `800 from `750, Maintain Buy
Continues to deliver across key operating variables
All ingredients in place for sustained growth trajectory

BOFA ML ON COAL INDIA
Reinstate coverage at Buy, Target `534
Project a production CAGR of 11% over FY15-20
Operational leverage will drive a 21% EPS CAGR

CS ON IDEA
Maintain Underperform, Target `100
EBITDA margin compression a negative surprise
Higher capex linked to RJio entry threat

JPM ON HDFC BANK
Maintain Overweight, Target `1200
Strong Balance sheet growth with slight asset quality blip
Robust fee growth momentum seen in Q1

MS ON EICHER
Eicher reported in-line operating results on a consolidated basis
Net profit missed expectation by 8% as other income dropped sharply
Royal Enfield business EBITDA was 2% below our estimate