Brokerage Radar - 19-Aug-2015:
BofA ML On Pharma:
Have A Buy Rating On Sun Pharma & Aurobindo Pharma
BofA ML On Pharma: Recommend Companies With Strong Growth Visibility
BofA ML On Pharma: Valuations Demanding; Prefer Stock-specific Approach
BofA ML On Pharma: Pick-up In US Approvals To Reflect H2 Onwards
BofA ML On Pharma: Cadila, Aurobindo & Lupin Biggest Beneficiaries Of A Weak Rupee
BofA ML: SUN PHARMA : Upgrades to Buy from Neutral; Raises target to ₹1,070 from ₹960
BofA ML: SUN PHARMA : Raises FY17 and FY18 EPS by 10%
BofA ML: SUN PHARMA : Valuation offers better entry point as premium to sustain
BofA ML: SUN PHARMA : Taro price hike & ex-Taro US recovery can add $140mn to PBT
BofA ML: SUN PHARMA : Potential synergy benefits from RBXY could be $400 mn
Nomura On Cummins:
Downgrade Call To Reduce On Expensive Valuations
Nomura On Cummins: Recent Surge In Revenue Growth In Powergen Segment Not Sustainable
JPMORGAN NOIDA GREEN RULING:
Unitech's luxury residential Golf course project will benefit
JPMORGAN NOIDA GREEN RULING: DLF to benefit as Mall of Noida will add ₹200 cr annual rental income
JPMORGAN NOIDA GREEN RULING: Deliveries in JP Infratech's 1150 acre project can commence
JPMORGAN NOIDA GREEN RULING: Key beneficiaries of the ruling will be NCR developers
JPMORGAN NOIDA GREEN RULING: A trickle of good news after a long dry spell for NCR real estate
CS ON COAL INDIA :
Maintains Neutral, target of ₹405
CS ON COAL INDIA : Co expects strip ratio further to 2.7 by FY20
CS ON COAL INDIA : Gains from incremental production will be offset by higher costs
CS ON COAL INDIA : Reduced ability to hike ASP with steeper than expected rise in strip ratio
CS ON COAL INDIA : ASP weakness in Q1 was largely due to weaker demand in steel
CLSA ON CEMENT :
UltraTech, Ambuja and Grasim are top picks in cement space
CLSA ON CEMENT : Retains Overweight stance on Cement sector
CLSA ON CEMENT : Believes that the worst is behind for the industry
CLSA ON CEMENT : Expects pricing recovery in north and central regions
CLSA ON CEMENT : Strong performance in south with weakness in other regions
CLSA :
Removes Tata Motors from Asia ex Japan Moat Portfolio
HCL Tech, Maruti Suzuki part of Large Cap Moat Portfolio
Axis Bank and ICICI Bank part of Financial Moat Portfolio
BofA ML On Pharma:
Have A Buy Rating On Sun Pharma & Aurobindo Pharma
BofA ML On Pharma: Recommend Companies With Strong Growth Visibility
BofA ML On Pharma: Valuations Demanding; Prefer Stock-specific Approach
BofA ML On Pharma: Pick-up In US Approvals To Reflect H2 Onwards
BofA ML On Pharma: Cadila, Aurobindo & Lupin Biggest Beneficiaries Of A Weak Rupee
BofA ML: SUN PHARMA : Upgrades to Buy from Neutral; Raises target to ₹1,070 from ₹960
BofA ML: SUN PHARMA : Raises FY17 and FY18 EPS by 10%
BofA ML: SUN PHARMA : Valuation offers better entry point as premium to sustain
BofA ML: SUN PHARMA : Taro price hike & ex-Taro US recovery can add $140mn to PBT
BofA ML: SUN PHARMA : Potential synergy benefits from RBXY could be $400 mn
Nomura On Cummins:
Downgrade Call To Reduce On Expensive Valuations
Nomura On Cummins: Recent Surge In Revenue Growth In Powergen Segment Not Sustainable
JPMORGAN NOIDA GREEN RULING:
Unitech's luxury residential Golf course project will benefit
JPMORGAN NOIDA GREEN RULING: DLF to benefit as Mall of Noida will add ₹200 cr annual rental income
JPMORGAN NOIDA GREEN RULING: Deliveries in JP Infratech's 1150 acre project can commence
JPMORGAN NOIDA GREEN RULING: Key beneficiaries of the ruling will be NCR developers
JPMORGAN NOIDA GREEN RULING: A trickle of good news after a long dry spell for NCR real estate
CS ON COAL INDIA :
Maintains Neutral, target of ₹405
CS ON COAL INDIA : Co expects strip ratio further to 2.7 by FY20
CS ON COAL INDIA : Gains from incremental production will be offset by higher costs
CS ON COAL INDIA : Reduced ability to hike ASP with steeper than expected rise in strip ratio
CS ON COAL INDIA : ASP weakness in Q1 was largely due to weaker demand in steel
CLSA ON CEMENT :
UltraTech, Ambuja and Grasim are top picks in cement space
CLSA ON CEMENT : Retains Overweight stance on Cement sector
CLSA ON CEMENT : Believes that the worst is behind for the industry
CLSA ON CEMENT : Expects pricing recovery in north and central regions
CLSA ON CEMENT : Strong performance in south with weakness in other regions
CLSA :
Removes Tata Motors from Asia ex Japan Moat Portfolio
HCL Tech, Maruti Suzuki part of Large Cap Moat Portfolio
Axis Bank and ICICI Bank part of Financial Moat Portfolio
No comments:
Post a Comment