Page 73 - Ram Prasad Sahu

Aviation stocks: Riding the re-rating wave

Scrips are getting higher valuations as demand stays strong while fuel costs continue downward trend

Passenger vehicles segment to feel the pinch

If ban on diesel car sales to government bodies in Delhi is extended to individuals and elsewhere, will impact M&M the most, say analysts

Bharat Forge faces earnings downgrades

To raise revenues from aviation, railways and increase exposure to passenger vehicle segment

M&M: New launches to add to November show

Rebound in earnings growth may lead to a re-rating in the stock, which is trading at a discount to peers

Dr Lal PathLabs: Diagnostics at a premium valuations

While brand name, network and strong cash flows are positives, pricing leaves little room for near-term gains

RCom: Deleveraging boost from tower deal

Should help improve operational metrics investments

Hotel stocks: A season of comfort

Frontline stocks such as Indian Hotels, EIH and Hotel Leela have gained between 10-16%

Strong ad revenue growth to continue for Zee, Sun TV

Performance in the second half of FY16 expected to be as good as in first half for media sector

Airline stocks soar on fuel price fall, demand boost

IndiGo zooms 42% since listing, SpiceJet gains 342% in a year

UPL-Advanta merger: Advantage Advanta

Street sceptical, though, on the higher valuations accorded to former, assuming a faster earnings growth

Four-wheelers to gain most from govt pay rise

Recommendations will help Maruti boost share of volumes from govt employees

Dr Reddy's: Regulatory headwinds to cap upside

Stock could be further stressed if regulatory issues escalate

Five reasons why Sun Pharma is looking at Japan to expand its global operations

Company is in talks to buy part of the Novartis branded business in Japan for about $300 millon

No immediate gains for cable distributors

While the FDI increase is a positive, investor interest will depend on pace of improvement in operational metrics of companies

Sept-quarter results review: No recovery yet

Low fuel costs, high load boost SpiceJet show

Higher loads and falling costs in a seasonally strong Dec quarter should further help its financials

Merger gains for Reliance Comm

But operational performance and debt situation must improve for market sentiments to revive

Bharat Forge skids on non-auto exports

Management is, however, confident of growth coming back in the second half

Jet Airways' cost problem continues

While operating profits doubled over a year before, they would have been higher had it not been for an increase in non-fuel expenses

Q2: Exide, Amara Raja low on charge

Exide's margins were better and should improve, while Amara's could be close to peak