Page 54 - Ram Prasad Sahu

Tata Motors rally unlikely to last, analysts sceptical on China momentum

The scaling up of operations comes as a relief given that auto sales in China had dropped 80 per cent year-on-year in February and 40 per cent in March

Despite rebound, airline stocks to underperform; investors advised caution

Even as costs are lower, demand weakness likely to keep airlines in the red for most of FY21

Mindtree stock on the rise as company reports highest-ever deal wins

The company reported its highest-ever deal wins at $393 million for the quarter and $1.3 billion for FY20

Facebook deal helps RIL get investors' attention back as debt concerns rise

FB deal puts it on course to be debt free next year; Reliance Retail biggest gainer from WhatsApp, JioMart arrangement

Order inflow to improve for manufacturers of specialty chemicals

Galaxy Surfactants, SRF, Aarti Industries among companies to benefit given supply of essential ingredients, alternative supply chain to China and weak crude oil prices

Mahindra & Mahindra tractor-led portfolio to cushion revenue fall

Higher tractor margins, cash on books and better capital allocation policy are positives

Growth prospects, valuations aid Indian pharma firms surpass foreign MNCs

With the pharma sector being rerated, given steady growth prospects and attractive valuations, all the companies, including pharma MNCs, will see greater investor interest

Benign valuations, long-term triggers favour Cummins India stock

Weak exports and sluggish capex cycle suggest that there would be some near-term pain

Clearance from US drug regulator key for Lupin to sustain stock gains

The recent gains came on Monday after the company received the USFDA approval for its Nagpur facility

Extended lockdown, slow recovery to dent Phoenix Mills' revenues

35% correction and long-term growth plans keep brokerages positive

New launches help Godrej Properties end Q4 on a high note despite lockdown

Bookings at Rs 2,380 cr were twice that of the October-December period, 10% higher than year-ago quarter as firm used online sales heavily to post highest ever quarterly sales

TVS Motor on a weak footing in two-wheeler space as rivals get preference

Brokerages prefer Bajaj and Hero, given its weak financial profile and premium valuation

Growth in domestic market likely to provide booster dose for pharma stocks

The pharma sector, once considered a safe bet, has been trailing the benchmark indices for four years in a row

India growth crucial for Torrent Pharma's health amid steep fall in volume

The country accounts for 44% of overall revenues

Railway deal, coronavirus' disruption of global trade to weigh on Concor

While valuations are attractive, disruption will keep volumes muted

Media stocks rebound on low valuations; analysts expect gradual recovery

Analysts expect dent in near-term profits

Coronavirus casts shadow on broadcasting companies amid dip in ad revenue

Brokerages have cut their advertising and earnings estimates for broadcasters by up to 11 per cent

Near-term revenues may dip for realty sector amid coronavirus spread

If the pandemic continues, a fifth of annual revenues could get affected

Lower raw material cost to help tyremakers amid economic slowdown

Higher share of replacement segment should help cushion demand drop

Motherson Sumi to Tata Motors: Europe slowdown to hit auto sector hard

Motherson Sumi, Apollo Tyres and Tata Motors to be among the worst affected because of high exposure