| Go long | 09-NOV-09 |
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| The increased competitive intensity between wireless telephony service providers has not only had a dampening effect on the stock prices but is also reflecting in their September 2009 quarter results. India’s largest wireless telecom companies by subscribers—Bharti Airtel (Bharti) and Reliance Communications (Rcom)---have seen their revenues and net profits register a drop in growth for the first time in the last three quarters. |
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| Provisioning issues | 09-NOV-09 |
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| The broader indices were in the correction mode in the recent past, but the new RBI provisioning stipulations ensured that banking stocks suffered more. The BSE Sensex lost around 5 per cent in the last fortnight whereas the losses for BSE Bankex were nearly double that figure. |
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| Improving outlook | 02-NOV-09 |
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| While the economic environment is seen improving which augurs well for L&T and BHEL, valuations aren’t cheap. |
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| Volume plays | 26-OCT-09 |
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| India’s largest two-wheeler makers had a sparkling September quarter. Rising raw material costs could play spoilsport on the road ahead. |
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| The worst is behind | 19-OCT-09 |
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| HDFC Bank and Axis Bank delivered another quarter of robust profit growth that was in line with expectations and was partly helped by other income. |
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| An investment tool | 12-OCT-09 |
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| Last month-end, Crisil launched an initiative which could go a long way in helping investors across different classes take a decision regarding investment in a listed company. Crisil launched a new service called Independent Equity Research (IER), which will provide an independent opinion on two aspects of a company viz. fundamentals and equity valuation. While the move looks good and should enhance the research-led coverage on Indian companies especially the smaller sized, there are a few factors that deserve attention as they could restrict the access to such a service. And, the aim of addressing inadequate equity research coverage in the Indian market and providing an additional tool to investors to take informed investment decisions, may not be achieved. |
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| Concrete move | 12-OCT-09 |
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| Grasim Industries’ decision to restructure its cement assets into a separately listed entity, with the ultimate aim of merging it with UltraTech’s cement business, is seen in a positive light. However, while the deal looks beneficial from a long-term perspective, analysts believe that there are no immediate gains. But, they expect shareholders of UltraTech Cement to gain marginally from a possible re-rating in the near-term. |
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| Sweet sugar? | 21-SEP-09 |
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| While sugar prices are likely to stay at high levels, stock valuations reflect most of the positives. |
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| Paving for speedy growth | 27-JUL-09 |
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| Considering the huge investments planned and focus on faster implementation, the road sector could be an emerging opportunity. |
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| Vying for gas | 22-JUN-09 |
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| While it is advantage RNRL in its gas-related dispute with RIL, experts believe it may not be the last we have heard about the matter. |
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| Great Offshore: Great buy? | 08-JUN-09 |
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| Investors could get better prices for their investment in Great Offshore if new suitors enter the fray. |
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| Expanding footprint | 01-JUN-09 |
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| While the Bharti Airtel-MTN alliance will create a telecom giant, the price paid for the deal will mean a dip in earnings in the short term for shareholders. |
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| Sectors to watch out for | 18-MAY-09 |
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| Liquidity-starved sectors such as infrastructure and realty could be the biggest beneficiaries of the vote of confidence for the UPA. |
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Content Guide
