Page 59 - Malini Bhupta

Analysis: Tech Mahindra-Mahindra Satyam merger

There are no near-term benefits from the merger

Tech Mahindra-Mahindra Satyam merger is market neutral

Focus now shifts to fundamentals, as winning big new deals would determine further upside

Will RBI cut rates?

The central bank is likely to push up money supply before cutting rates

Cement: Volume uptick continues

Despite higher volumes & realisations, cost push may prevent margin expansion

Coal India: Fuel supply agreement to have little impact

To meet additional coal needs through higher output, inventory drawdown

Telecom: Margin expansion to be muted in Q4

Bharti, Idea set to end FY12 with robust growth in volumes and revenues

Auto sector: Q4's stellar show may not last in FY13

Except two-wheelers, profits of most auto firms to come under stress in FY12

Infosys: Analysts upgrade FY13 revenue estimates

Quarterly revenues may be volatile, as spending will be driven by the global macroeconomic situation

Positive Q4 outlook for consumer goods companies

Likely to expand margins on stable input prices and controlled ad spends

Indian equities back in the reckoning

Strategists at Goldman Sachs & HSBC Global Research upgrade India on relative valuations & possible rate cut

Bond yields set to nudge 8.7% in coming months

As sovereign yields move up, pressure on equities and interest rates will mount

IVRCL: A marriage made in heaven?

The imbroglio may take a positive turn if Essel group becomes a co-promoter

Steel sector: High prices may not sustain

New capacity additions and soft demand to put pressure on steel stocks

Crude cess to eat into profitability of oil companies

Lower subsidy share of upstream companies may offset the negative

Tata Motors: Competitive pressures to increase

A price war started by German car makers in China may eat into JLR margins and volumes

IT Services: No gloom & doom

Accenture paints a rosy picture, clocks double-digit growth across verticals in Q2

FMCG sector: Premium valuations justified

Companies to benefit from last year?s tailwinds, as select commodity prices have fallen

Taxing times for ITC

The market remains divided on earnings and volume impact of higher excise duty

Gold loan companies: To shine, but not so bright

Fall in prices and tighter RBI norms may hit growth of two listed players

Commercial vehicle sales may come under pressure in FY13

Sales seem to have beaten cyclicality, but excise duty rise is a negative