Page 78 - Ram Prasad Sahu/workspace/business Standard Web/undefined

Telecom auctions: Idea, Bharti retain spectrum

Threat from Reliance Jio didn't materialise; Idea Cellular and Bharti Airtel retain spectrum

More gains ahead for pharma stocks

Analysts expect valuation premium to sustain, given strong earnings growth & re-rating aided by niche US portfolio and strong India biz

More gains ahead for pharma stocks

Analysts expect premium to sustain given strong earnings growth and re-rating aided by niche US portfolio and strong India biz; Lupin, Dr Reddy's and Cadila among top picks

'More focus on manufacturing, distribution, and logistics'

A day after taking over as TVS holding company's chairman, Suresh Krishna lists top challenges and opportunities

Triggers in place for agri chemicals

While a normal monsoon is key in the short term, innovative products and the government's thrust on agriculture should boost long-term prospects

Tata Motors: Short term worries, but outlook strong

With a strong JLR product line and recovery in most domestic segments, expect robust revenue and profit growth in FY16

Fortis: Seeking alternative options

Temporary setback after Singapore watchdog blocks sale of unit

DLF gets partial relief; high debt still an overhang

SAT order will open options for the company, struggling to improve cash flow due to sluggish sales and a high loan burden

Natco: Healthy pipeline instills confidence

A key near-term trigger would be the successful launch of Copaxone, planned for September

Cipla: Heading for higher growth, margins in 2015-16

High-margin niche product portfolio could offer good returns

Moderation in bidding intensity eases telco concerns

Retaining spectrum in the 900-MHz band could offset some pressure on incumbents

Medium-term triggers for M&M

While volumes remain weak, analysts expect demand recovery and new launches to reverse the trend in 2nd half of FY16

Sun Pharma: Multiple triggers point to a healthy outlook

Upsides from research pipeline of SPARC and first approval from Halol facility are positives

Hotel Leela: Sale valuations key to debt reduction

Firm will reduce leverage if it can get a premium for the properties

M&M recovery hinges on new product launches

With new launches expected in second half of current year, company could under perform UV market over next couple of quarters

Real benefits of tax rate cut will reflect from FY19

...as tax breaks expire, say analysts

L&T: Infra revival to boost prospects

Shortlisting in a major defence order and opportunities in rail capex programme see the stock spurt 5% on Friday

Marginal impact of Trai's decisions

Key trigger for telecom stocks will be the extent of bidding in the coming auctions

Concor: Getting an Exim boost

Given its assets and pricing power, the company is preferred on improvement in rail infrastructure, higher volumes

New verticals in Bharat Forge to boost revenue growth

With supply contracts and JVs, firm is well placed to ride opportunities in the aerospace and defence sectors