Page 67 - Ram Prasad Sahu

Volume, margin worries for M&M

Plunge in tractor sales could mean liquidity stress in a market that also takes up a chunk of the firms UV sales

Lower competition, robust sales positive for Apollo Tyres

Strong November revenues, muted rubber prices bode well, should lead to improved sentiment

Strong forecast, digitisation are positives for Sun TV

Near-term ad revenue growth, however, could be affected by demonetisation

Lower competition, robust sales positive for Apollo Tyres

The company is the leader in the Indian TBR space with a market share of 35% in the OEM segment

Margin pressures to grow for Airtel, Idea

Spending on data network and lower revenue and volume growth will continue to pressure financials'

Telecom revenue growth forecasts cut on higher competition, demonetisation

Revenue growth fell to 4% in September quarter as compared to over 5% average growth in last six quarters

Idea Cellular could get relief from tower sale

High spending on data rollout, cut-throat competition, big debt leave Idea with tough choices

Hero: Rural revival to offset worries

Note ban will affect sales in near term, but company will benefit from rise in rural demand

Jet: Negatives not priced in

While the improvement in revenue is a positive, costs could play a spoilsport

Diagnostic firms better placed than hospitals

Asset-light model, better prospects to help Dr Lal, Thyrocare outperform players like Apollo Hospitals

Expect lower growth at Eicher

However, medium-term outlook remains strong; use stock correction as buying opportunity, say analysts

Nothing exciting about Wockhardt stock as yet

US sales continue to decline, pressuring profit and dampening the Street sentiment

Rental realty companies preferred to residential plays

Steady rental income offers support amid uncertainty and sluggish demand for residential space

Dish TV: Merger gains outweigh integration challenges

Benefits will be visible a year from now

Stake sale in Infratel is positive for Airtel

It'll reduce debt, boost muscle to take on Reliance Jio, bring down Airtel discount due to Infratel

Container Corp: Estimates cut on muted show

But company hopeful of better performance in rest of financial year on agriculture exports

Tata Motors pipeline to support volume growth

Analysts are positive on the stock, given new product launches and attractive valuations

Tata Motors: No major impact during Mistry's tenure

Analysts are bullish on the product cycle of the passenger vehicles

Dish TV, Videocon d2h merger creates leader

Will create India's largest media entity; existing brands to continue; transaction expected to close in 2nd half of 2017

M&M: Tractor outlook should lift sentiment

The company has hiked its guidance for tractor volume growth to 20% in the current financial year