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Higher margins, revenue growth key positives analysts bet on value accretion in land bank
Weak currency and attractive valuations could see the return of capital flows
Analysts expect the tide to turn in the second half of FY13 if rates come down
'Creator' as well as 'destroyer'
The company is at present trading at a 33% discount to its four-year historical average price/earnings multiple. The stock used to trade at a 40% premium to the Sensex but is now down to 5%
In the last 5 years, six mega IPOs haven?t seen stock price closing above issue price even once
In the past five years, six mega IPOs haven?t seen stock price closing above issue price even once
The weakening against most currencies will make exports competitive
But will not revive growth as demand conditions are not very supportive
RBI should hold on to rates as upside risks to inflation persist
With global slowdown putting pressure on metal prices, domestic irritants of higher raw material costs add to woes
Until reforms get a push from the government, markets will only react to short-term triggers
Prices may settle around $100/barrel, as Opec agrees to keep production at
But the bank's low exposure to SEBs and Air India puts it in a better position than other PSU banks
Market participants await MSCI decision to reclassify these two as developed nations today
While strong distribution may help capture market share from illegal segment, price differential may cap gains
Says additional capital expenditure will depend on gas price revision and approval of field development plan
Falling rupee to haunt first-quarter numbers