Ram Prasad Sahu
Ram Prasad Sahu
Page 66 - Ram Prasad Sahu
Near-term triggers for Cadila Healthcare
December quarter earnings seen as muted; product approval and acquisition plans hold key
 "Near-term triggers for Cadila Healthcare")
Pricing pressure could intensify for Airtel
RJio has room to cut tariffs further once it launches paid services
 "Pricing pressure could intensify for Airtel")
Higher rural exposure to boost Hero MotoCorp's sales
Given likely revival in rural spends, lower export share, analysts prefer Hero to its key rivals
 "Higher rural exposure to boost Hero MotoCorp's sales")
Eicher Motors: Better placed than peers
Three-month waiting for its sub-350cc bikes, its cash cow, to push firm's sales ahead of rivals'
 "Eicher Motors: Better placed than peers")
Cadila Healthcare: US FDA resolution key for re-rating
Recent brand acquisition will help boost domestic sales
 "Cadila Healthcare: US FDA resolution key for re-rating")
IndiGo: Robust load factor, capacity to limit downside
Higher oil prices and rupee depreciation to impact rivals more than IndiGo
 "IndiGo: Robust load factor, capacity to limit downside")
Price wars: Reliance Jio versus the rest in telecom battle
With operators launching aggressive plans to match the former, sector is looking at a turbulent 2017
 "Price wars: Reliance Jio versus the rest in telecom battle")
Blue Dart's losing speed
While it dominates logistics space; demonetisation, sluggish non-retail sales could impact revenues
 "Blue Dart's losing speed")
Analysts caution against bottom fishing in Divi's
Strong observations by US FDA for Unit II facility, accounts for 70% of the company's revenues
 "Analysts caution against bottom fishing in Divi's")
More pressure ahead for telcos
As incumbents launched competitive tariffs to match those of Reliance Jio
 "More pressure ahead for telcos")
More pressure ahead for telcos
Recent rate plans highlight more downsides till April 1, when RJio will start charging customers
 "More pressure ahead for telcos")
RCom completes tower arm sale to Brookfield Infra for Rs 11,000 cr
Company debt expected to come down from Rs 42,000 cr to Rs 17,000 cr, after wireless & tower deals
 "RCom completes tower arm sale to Brookfield Infra for Rs 11,000 cr")
Key verticals to shine for Bharat Forge in 2017
The bottoming out of the US heavy truck segment and rising crude oil prices should boost export revenues
 "Key verticals to shine for Bharat Forge in 2017")
Emission norms deadline to support Ashok Leyland
But, near-term sales would be hit due to demonetisation and falling demand from freight operators
 "Emission norms deadline to support Ashok Leyland")
Guidance, Q2 show boost for Prestige Estates
The management remains confident of meeting target on back of a strong March quarter
 "Guidance, Q2 show boost for Prestige Estates")
Multiple headwinds for Zee
Lower ratings and slowing ad revenue growth following the note ban point to muted outlook for FY17
 "Multiple headwinds for Zee")
Rental sales will be the key trigger for realty major DLF
Residential sales likely to be muted in the near term given demonetisation and deferment in purchases
 "Rental sales will be the key trigger for realty major DLF")
Tata Motors in high gear
With improving demand in China and steady US sales, JLR volumes are expected to grow in double digits
 "Tata Motors in high gear")
Demonetisation will impact margins in December quarter
Consumers postponing purchase decisions amid uncertainty and severe cash crunch, companies, especially in consumer-facing sectors
 "Demonetisation will impact margins in December quarter")
Temporary blip for Exide, Amara Raja
Amara Raja and Exide Industries' operating profit margins could fall only a bit on increase in lead prices
 "Temporary blip for Exide, Amara Raja")