Ram Prasad Sahu
Ram Prasad Sahu
Page 80 - Ram Prasad Sahu/workspace/business Standard Web/undefined
IPCA Labs: Strong prospects, attractively valued
Resolution of FDA issues a key positive for the stock and should be sorted in FY16, so investors should be patient
 "IPCA Labs: Strong prospects, attractively valued")
Sun TV: Positive macros, operational worries
Expectation of advertising recovery and subscription growth are positives but weakening position a worry
 "Sun TV: Positive macros, operational worries")
Dr Reddy's: Rouble's fall to have 4-5% impact on sales
Analysts say correction is overdone; price rise for OTC drugs could reduce impact
 "Dr Reddy's: Rouble's fall to have 4-5% impact on sales")
Rouble impact may push Dr Reddy's sales down by 4-5%
Analysts however say that the correction is overdone, stock reverses direction, recoups some losses
 "Rouble impact may push Dr Reddy's sales down by 4-5%")
Motherson Sumi: Expanding reach
Its acquisition of Germany-based Scherer and Trier is complementary with its other plastic parts' subsidiary SMP
 "Motherson Sumi: Expanding reach")
Lupin: New product launches to drive earnings' upgrades
New launches, a strong US pipeline and high-growth India operations justify the premium valuations
 "Lupin: New product launches to drive earnings' upgrades")
Why Idea Cellular continues to be a good investment
Near-term concerns on spectrum and data pricing, but execution and attractive valuations make it a good bet
 "Why Idea Cellular continues to be a good investment")
Maruti: comfortable ride ahead
Company expected to post double-digit growth on product launches and good demand for entry-level cars
 "Maruti: comfortable ride ahead")
IPCA: Strong prospects, attractively valued
Resolution of US FDA issues key trigger for the stock
 "IPCA: Strong prospects, attractively valued")
Strides Arcolab: Multiple triggers, attractively valued
Merger with Shasun, tie-ups could mean higher profits
 "Strides Arcolab: Multiple triggers, attractively valued")
Twin boost to margins for tyre makers
Expect higher profit growth as the entire raw material basket of prices tumbles
 "Twin boost to margins for tyre makers")
Aviation stocks: Clear skies, profitability still a question mark
Falling fuel costs and higher demand are huge positives but pricing indiscipline the biggest risk
 "Aviation stocks: Clear skies, profitability still a question mark")
M&HCV: 3 major players clock 54% sales growth
Positive outlook leads to an upgrade in volume estimates
 "M&HCV: 3 major players clock 54% sales growth")
Falling crude prices to benefit paint and automobile firms
Most analysts are not very bullish on upstream companies
 "Falling crude prices to benefit paint and automobile firms")
Dr Reddy's: Strong US pipeline to boost revenues
Recent launches, strong portfolio in limited-competition categories should aid revenue and margins
 "Dr Reddy's: Strong US pipeline to boost revenues")
MRF: Beats estimates on lower costs
Steep drop in natural rubber prices aids margins, net profit
 "MRF: Beats estimates on lower costs")
Bharti Airtel: Lower debt, core operations focus positives
Spectrum auctions, improvement in African operations are key triggers for the stock
 "Bharti Airtel: Lower debt, core operations focus positives")
Cipla: UK respiratory launch key near-term trigger
The portfolio holds significant promise and can add to the strong domestic performance
 "Cipla: UK respiratory launch key near-term trigger")
Jet Airways: On course to improved performance
Rise in competition could offset gains on falling fuel prices; for SpiceJet, a turnround hangs on recapitalisation
 "Jet Airways: On course to improved performance")
Balkrishna Industries: Pricing pressures to remain in near term
Given lower volume forecast, higher expenses, margins are likely to remain at current levels for next few quarters
 "Balkrishna Industries: Pricing pressures to remain in near term")
