BROKERAGE RADAR:
BofA ML: SUN PHARMA : $300 mn can be generated during exclusivity period for co
BofA ML: SUN PHARMA : gGleevec to generate around $660mn over FY16-18 for co
BofA ML: SUN PHARMA : Sun Pharma receiving gGleevec approval a positive development
BofA ML:BHARAT FORGE : EU & India growth rate declining too
BofA ML:BHARAT FORGE : See US truck demand down 17% in 2016 & 11% in 2017
BofA ML:BHARAT FORGE : US analyst has cut truck demand outlook
BofA ML:BHARAT FORGE : Exports are key part of Bharat Forge profit
BofA ML:BHARAT FORGE : Weaker truck demand outlook in US hurts
BofA ML:BHARAT FORGE : Weaker truck demand outlook in US hurts USA hurts
BofA ML:BHARAT FORGE : Maintain underperform, target of ₹740
CS ON ACC, AMBUJA : UltraTech top pick in cement space
CS ON ACC, AMBUJA : Ultratech top pick in cement space
CS ON ACC, AMBUJA : Discount of Ambuja & ACC to UltraTech likely to sustain
CS ON ACC, AMBUJA : Key priorities of parent co:higher RoIC, dividend at the cost of growth capex
CS ON ACC, AMBUJA : India market demand outlook at 5% CAGR for next three years
CS ON ACC, AMBUJA : LafargeHolcim plans to reduce group growth capex to less than half
CS ON ACC, AMBUJA : LafargeHolcim shared key focus for next 3 years in its Capital Market Day
GS ON STEEL : SAIL relatively worse off in a falling iron ore/steel price environment
GS ON STEEL : For JSW Steel, we estimate structurally low margins on divergence in price fall
GS ON STEEL : Indian cos will struggle to generate free cash flows amid margin compression
GS ON STEEL : Remain cautious on Indian steel companies like JSW Steel & SAIL
GS ON STEEL : Safeguard duty on other products could be positive in our view
GS ON STEEL : No recovery in China consumption & global utilisation remains low
GS ON STEEL : Steel spreads weaken in India & are flat in Europe
GS ON STEEL : Steel prices decline further with global utilisation low
CLSA ON SUN PHARMA : Risk reward favourable as stock pricing in a warning letter scenario for Halol
CLSA ON SUN PHARMA : USFDA approval clears doubts on Sun’s 180-day exclusivity status
CLSA ON SUN PHARMA : gGleevec product estimated to contribute 25% of FY17 incremental EPS
CLSA ON SUN PHARMA : gGleevec launch critical to drive FY17 EPS growth
CLSA ON SUN PHARMA : Maintain Buy; target of ₹975
BofA ML: SUN PHARMA : $300 mn can be generated during exclusivity period for co
BofA ML: SUN PHARMA : gGleevec to generate around $660mn over FY16-18 for co
BofA ML: SUN PHARMA : Sun Pharma receiving gGleevec approval a positive development
BofA ML:BHARAT FORGE : EU & India growth rate declining too
BofA ML:BHARAT FORGE : See US truck demand down 17% in 2016 & 11% in 2017
BofA ML:BHARAT FORGE : US analyst has cut truck demand outlook
BofA ML:BHARAT FORGE : Exports are key part of Bharat Forge profit
BofA ML:BHARAT FORGE : Weaker truck demand outlook in US hurts
BofA ML:BHARAT FORGE : Weaker truck demand outlook in US hurts USA hurts
BofA ML:BHARAT FORGE : Maintain underperform, target of ₹740
CS ON ACC, AMBUJA : UltraTech top pick in cement space
CS ON ACC, AMBUJA : Ultratech top pick in cement space
CS ON ACC, AMBUJA : Discount of Ambuja & ACC to UltraTech likely to sustain
CS ON ACC, AMBUJA : Key priorities of parent co:higher RoIC, dividend at the cost of growth capex
CS ON ACC, AMBUJA : India market demand outlook at 5% CAGR for next three years
CS ON ACC, AMBUJA : LafargeHolcim plans to reduce group growth capex to less than half
CS ON ACC, AMBUJA : LafargeHolcim shared key focus for next 3 years in its Capital Market Day
GS ON STEEL : SAIL relatively worse off in a falling iron ore/steel price environment
GS ON STEEL : For JSW Steel, we estimate structurally low margins on divergence in price fall
GS ON STEEL : Indian cos will struggle to generate free cash flows amid margin compression
GS ON STEEL : Remain cautious on Indian steel companies like JSW Steel & SAIL
GS ON STEEL : Safeguard duty on other products could be positive in our view
GS ON STEEL : No recovery in China consumption & global utilisation remains low
GS ON STEEL : Steel spreads weaken in India & are flat in Europe
GS ON STEEL : Steel prices decline further with global utilisation low
CLSA ON SUN PHARMA : Risk reward favourable as stock pricing in a warning letter scenario for Halol
CLSA ON SUN PHARMA : USFDA approval clears doubts on Sun’s 180-day exclusivity status
CLSA ON SUN PHARMA : gGleevec product estimated to contribute 25% of FY17 incremental EPS
CLSA ON SUN PHARMA : gGleevec launch critical to drive FY17 EPS growth
CLSA ON SUN PHARMA : Maintain Buy; target of ₹975
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