Ram Prasad Sahu
Ram Prasad Sahu
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Ipca Labs: Under pressure after US FDA import alert on Ratlam plant
Negatives seem to be priced in but a new adverse regulatory action could lead to further downsides
 "Ipca Labs: Under pressure after US FDA import alert on Ratlam plant")
Maruti Suzuki: One-offs offset gains from higher volumes in Q3
Volume growth might stay strong, given existing portfolio's traction
 "Maruti Suzuki: One-offs offset gains from higher volumes in Q3")
Dish TV: Signals to get stronger
Subscriber growth, rise in ARPUs to improve operating performance
 "Dish TV: Signals to get stronger")
Zee Entertainment: Eyeing higher ad revenue growth
Good results and prospects but scrip valuation rather high
 "Zee Entertainment: Eyeing higher ad revenue growth")
Oberoi Realty retains good quarter, strong launch momentum
Recent launches, coming projects should improve cash flows
 "Oberoi Realty retains good quarter, strong launch momentum")
Bajaj Auto: Higher exports, realisations boost performance
Street eyes recovery in the domestic market, where it has been losing out
 "Bajaj Auto: Higher exports, realisations boost performance")
Bharat Electronics: Strong order flows, re-rating ahead
Well positioned to gain from govt's indigenisation drive
 "Bharat Electronics: Strong order flows, re-rating ahead")
Bharat Forge: Core intact, new verticals promising
Recovery in CV business and new orders expected to boost margins
 "Bharat Forge: Core intact, new verticals promising")
Sobha: Weak quarter, muted near-term outlook
Despite expected launch of high volume project, it is unlikely to meet FY15 forecast on sales
 "Sobha: Weak quarter, muted near-term outlook")
Bajaj Auto: Trailing peers in the domestic market
Efforts to increase market share in the executive segment, given the stiff competition, could be difficult
 "Bajaj Auto: Trailing peers in the domestic market")
Ashok Leyland: Sustained volumes key monitorable
December quarter performance will be next trigger; needs to sustain volume performance
 "Ashok Leyland: Sustained volumes key monitorable")
Q3 Pharma preview: Fewer launches, currency impacts performance
While the December quarter is expected to be muted for the sector, analysts expect growth to bounce back on US traction and strong domestic performance
 "Q3 Pharma preview: Fewer launches, currency impacts performance")
Cadila Healthcare: Strong triggers ahead
Price rises and robust product pipeline in the US have led to earnings upgrades
 "Cadila Healthcare: Strong triggers ahead")
Maruti Suzuki: Healthy prospects
Increase in prices, however, could dampen volume growth in the near term
 "Maruti Suzuki: Healthy prospects")
 "A year of stock pickers")
Bharti Airtel: Concerns already priced in
Analysts feel pessimism on account of spectrum, RJio and African operations is overdone
 "Bharti Airtel: Concerns already priced in")
 "Stay invested but hedge your bets")
M&M: Launches may help arrest market share decline
Near-term outlook muted; volume uptick next year and valuations are positives
 "M&M: Launches may help arrest market share decline")
Exide Industries: Margin gains on lower costs, demand recovery
Lower lead prices, stable pricing & value unlocking in insurance subsidiary could lead to upsides
 "Exide Industries: Margin gains on lower costs, demand recovery")
Exide Industries: Lower costs, demand recovery to improve margins
New product launches will expand market share while value unlocking in insurance subsidiary could be another trigger
 "Exide Industries: Lower costs, demand recovery to improve margins")
