Page 74 - Ram Prasad Sahu/workspace/business Standard Web/undefined

Realty: Some positives but no recovery yet

Outlook remains muted despite positive trend in office segment

Spectrum trading positive for larger operators

The move will enable further consolidation in telecom

Jet Airways: Lower crude oil prices key

Merger of Jet Lite, Jet Airways a positive, but lower costs important for sustainable earnings growth

Escorts: Don't hop on to the hope rally

Margin gains and improvement in realisations ahead positives, but demand remains slightly warm

Apollo Hospitals: Expanding scale, improving profits

Higher share of maturing hospitals, completion of capex, should lead to sharp gain in earnings from FY17

Missing some aces up its sleeve

Tata Motors is looking at new launches to arrest the slide in its share of the LCV market; but customers are looking for more

Cummins India: Gains factored in

Expected to post good growth rate after strong June quarter show

Tata Motors: China worries persist

But valuations turn attractive after a 40% fall over 6 months

Motherson Sumi: Near term headwinds, outlook intact

But operational performance, outlook strong

Export demand bigger worry for Bajaj Auto

Stimulating demand in key export markets holds key

Realty, oil and gas sink the most in global sell-off

Fuel fundamentals remain strong; go for select realty counters

Navkar Corporation: No immediate gains

At the upper end of the price band, Navkar is valued at 23 times its FY15 earnings, versus 20 times for a diversified revenue model of Gateway Distriparks

Volumes hold key to tyre companies' prospects

Margins to continue as robust, near-term demand likely soft

Amara Raja's premium valuations over Exide to sustain

Performs better than rival on sales and margins

Weaker currency boost for pharma, IT

Firms with a higher share of exports from the auto, auto ancillary & chemicals space will also gain and offset slowing in domestic biz

Ashok Leyland: Volume growth to remain strong

Top line growth, lower raw material and finance costs boost profits in June quarter

Apollo Tyres: Muted topline dents performance

Worries of a further jump in Chinese imports would keep revenue growth in check in near term

Motherson Sumi: Domestic revenues, subsidiary margins disappoint

Street will be eyeing further improvement in profitability

Bharat Forge: Exports boost Q1 show

Lower commodity prices and favourable currency lift margins

Exide Industries: Demand woes continue

A fall in revenues and muted operational performance despite lower lead costs have dented bottomline