Ram Prasad Sahu
Ram Prasad Sahu
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Hero MotoCorp rides rural recovery
Sales improving gradually since November 2016
 "Hero MotoCorp rides rural recovery")
As stocks rally, markets face a liquidity test
The domestic equity market is susceptible to global risks, says analysts
 "As stocks rally, markets face a liquidity test")
Brokerages cautious on market outlook
Public sector lenders to be hit the most, with their higher exposure to this segment
 "Brokerages cautious on market outlook")
New rules kicking in from April put Dish TV at an advantage
New rates seen boosting direct-to-home players; Dish TV's union with Videocon D2H is positive
 "New rules kicking in from April put Dish TV at an advantage")
Pricing power crucial for airline stocks
Warren Buffett's recent interest in airlines has seen stocks go up globally
 "Pricing power crucial for airline stocks")
Tata Communications: An outlier in telecom space
Strong data business growth, asset sales & expansion should keep revenue growth at robust levels
 "Tata Communications: An outlier in telecom space")
Telecom: Near-term consolidation for incumbents
Telenor India is latest telecom provider to hit the exit button, hastened by RJio aggressive pricing
 "Telecom: Near-term consolidation for incumbents")
Margin pressure ahead for Hero MotoCorp
Transition to BS-IV emission norms, higher commodity costs could hurt
 "Margin pressure ahead for Hero MotoCorp")
Bharat Forge: Stronger recovery key
Higher commodity prices, infrastructure focus of new US govt could help the company further
 "Bharat Forge: Stronger recovery key")
Tower M&As riding on data growth prospects
Telcos need to continuously invest in data networks to improve tenancy for tower firms
 "Tower M&As riding on data growth prospects")
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")
Idea stock up 2.7% on Vodafone merger buzz
CLSA study notes the new entity would be the largest in the segment
 "Idea stock up 2.7% on Vodafone merger buzz")
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")
