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Saturday, Nov 21, 2009
 
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NDTV: Doing biz in style 21-NOV-09
Monetising the lifestyle piece is a good idea, as is the buyback of bonds at a discount.
 
JSW Steel: A Japanese connection 20-NOV-09
Since the foreign partner isn’t buying equity in JSW Steel, there’s no reason for a re-rating.
 
Indian Hotels: Back in business 19-NOV-09
Indian Hotels’ revenues were down only 16 per cent in the September 2009 quarter to Rs 307 crore compared with a 20 per cent fall in the first half of 2009-10, an indication that rooms are filling up.
 
Pantaloon: A new format 19-NOV-09
The restructuring should help strengthen the balance sheet and create value for shareholders.
 
Asian Paints: On a roll 18-NOV-09
Strong brands and clever pricing have helped the company cash in on reviving consumer spends.
 
Sun TV: Shining bright 18-NOV-09
Driven by 37 per cent year-on-year growth in advertising revenues, Sun TV’s revenues jumped 35 per cent in the September 2009 quarter to Rs 320 crore, way ahead of the street’s estimates.
 
UltraTech Cement: Big is beautiful 17-NOV-09
The company should see higher valuations now that it’s a large cement play.
 
GCPL: Well done 14-NOV-09
A better reach in rural markets has helped both the soaps and hair colours businesses.
 
Colgate: A good performance 13-NOV-09
The company has done well to grow volumes and report better operating margins.
 
Titan: Losing some sheen 12-NOV-09
With gold prices soaring to nearly Rs 1,700 per gram, sales of jewellery could be somewhat lacklustre during the coming wedding season.
 
Tata Power: Cost side story 12-NOV-09
The firm has sold more power but interest and depreciation costs have depressed the bottom line.
 
LIC Housing: Room to grow 11-NOV-09
Although cost of funds came down, yields on loans weren’t high enough for LIC Housing Finance to post an increase in margins in the September 2009 quarter.
 
Nestle: Pricing power 11-NOV-09
The company is well positioned to cash in on the growing spends on processed foods.
 
GSK Pharma: In good health 10-NOV-09
GSK Pharma’s September 2009 quarter revenues, which rose 12 per cent year-on-year to Rs 513 crore, came pretty much in line with the Street’s expectations.
 
SAIL: All in the price 10-NOV-09
Higher costs, lower other income and a possible supply of equity could keep earnings growth muted.
 
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