BoFA ML ON YES BANK : Excessive pessimism on asset quality  is overdone, in our view

BofA ML On YES BANK: Estimate FY16-17e EPS Growth Of 23-26%


👉 GOLDMAN SACHS ON L&T : Maintains Buy, cuts target to  ₹1,510 from ₹1,657

GOLDMAN SACHS ON L&T : Cut FY16/17/18 EPS by 4%/12%/8%  driven off order inflow cuts

GOLDMAN SACHS ON L&T : Weak ordering near term and prospects  to improve going forward


GOLDMAN SACHS ON L&T : Expect further slowdown in ordering  activity in Middle East due to crude

GOLDMAN SACHS ON L&T : L&T should be among the biggest  beneficiaries of pick-up in capex spend

GOLDMAN SACHS ON L&T : Current stock price is building in an  overly pessimistic capex scenario


👉 CS ON TECH MAHINDRA : Maintains Outperform, target of ₹700

CS ON TECH MAHINDRA : EV of the Pininfarina is over $105 mn

CS ON TECH MAHINDRA : Acquisition will likely have slightly  dilutive impact on TechM's EPS

CS ON TECH MAHINDRA : TechM's involvement in Pininfarina  acquisition is somewhat of a surprise

CS ON TECH MAHINDRA : Concerns arise on whether requirements of M&M are driving this acquisition


👉 CS ON PHARMA : Most discussed stocks were Sun and Dr. Reddy's at US, EU investor meets

CS ON PHARMA : Key concern for investors remains a  higher scrutiny by the FDA

CS ON PHARMA : Investors still worried on Gavis  acquisition for Lupin

CS ON PHARMA : Missing Asacol HD launch considered  negative for Cadila

CS ON PHARMA : Cipla is the least owned stock among  large caps in the US and EU

CS ON PHARMA : Impact of high product concentration  not yet realised for DRL

CS ON PHARMA : More queries on tax transactions than  business for Sun Pharma

CS ON PHARMA : Indian firms less prepared for  transition beyond generics