Ram Prasad Sahu
Ram Prasad Sahu
Page 73 - Ram Prasad Sahu/workspace/business Standard Web/undefined
Future-Patanjali tie-up to see mutual gains
Grossing revenues of Rs 1,000 crore in 2 years looks difficult
 "Future-Patanjali tie-up to see mutual gains")
For Glenmark, worries in the short term
Negative judgment on sale of two diabetes drugs to have limited impact , as an alternative is ready
 "For Glenmark, worries in the short term")
Lower demand and sales weigh on Sobha
Significant recovery in share price unlikely soon, given the sluggish environment
 "Lower demand and sales weigh on Sobha")
Hero MotoCorp's scooters start revving up
Launches to improve market share
 "Hero MotoCorp's scooters start revving up")
Ashok Leyland: Positives priced in
Re-rating unlikely, given gains from de-leveraging; margins and market share reflect in valuations
 "Ashok Leyland: Positives priced in")
Concor: Forecast cut points to muted short-term outlook
Start of the Dedicated Freight Corridor remains key re-rating trigger
 "Concor: Forecast cut points to muted short-term outlook")
For Godrej Properties, sale is a big positive
Almost a third of the company's capex was stuck in this project
 "For Godrej Properties, sale is a big positive")
Fortis is improving, but expensive valuations
Operating profitability is looking up, but stock is at a significant premium to its peers
 "Fortis is improving, but expensive valuations")
Bajaj Auto: Qute launch positive, but success of new products key
Domestic volumes must increase, if the stock wants to be re-rated significantly
 "Bajaj Auto: Qute launch positive, but success of new products key")
Bosch India: Positives in the long term
Implementation of stricter emission norms and demand revival to boost the company
 "Bosch India: Positives in the long term")
Oberoi, Phoenix, Godrej to outrun peers
Launches and strong rental premiums should help stocks to outperform their peers
 "Oberoi, Phoenix, Godrej to outrun peers")
Motherson Sumi: Short-term woes?
Street worried that Volkswagen recall in US could force Europe to impose stricter emission norms
 "Motherson Sumi: Short-term woes?")
Hotel Leela Venture reducing the debt
Sale of hotels and non-core assets should bring down loans to manageable levels
 "Hotel Leela Venture reducing the debt")
Tata Motors: JLR's China volumes to recover
New product launches, price cuts and resolution of production issues augur well for volume growth
 "Tata Motors: JLR's China volumes to recover")
Ahead on the bond curve
Focus on shorter maturities amid global uncertainty and corporate bond mispricing helped Santosh Kamath and Kunal Agrawal reap gains
 "Ahead on the bond curve")
In growth we trust
Buy quality, be patient and let earnings growth take care of returns, say R Janakiraman and Roshi Jain
 "In growth we trust")
Bharat Forge: Key segments under pressure
Concerns over slowdown in North America heavy-truck market, lower demand from oil & gas segment
 "Bharat Forge: Key segments under pressure")
Bharti Infratel: Pace of data rollout key
Mixed impact of spectrum trading norms, aggressive expansion by telcos a positive
 "Bharti Infratel: Pace of data rollout key")
Indigo's obsession with 'low-cost' has paid off well
Margins likely to move up from the current 20% levels; ideal time for an IPO, say analysts
 "Indigo's obsession with 'low-cost' has paid off well")
M&M: TUV 300 might not be a game changer
Recent launches haven't arrested volume slide; company looks to raise market share
 "M&M: TUV 300 might not be a game changer")
