Page 5 - Clsa

Huge scope for Indian pharma as FDA eases drug scrutiny over shortage in US

Injectibles account for 60% of crunch; most plants under American regulator's lens the past two months have now received positive outcomes

Tata Motors is worth nothing without Jaguar Land Rover, says CLSA

The $3.7 billion Indian auto firm faces a significant increase in debt due to the crisis, and its plan to deleverage may be delayed by four to six quarters, CLSA said.

Coronavirus impact: Top pharma companies fare better during lockdown

New launches stagnate as fresh prescriptions dry up

Brokerages prefer realty firms with annuity assets amid stable cash flows

At beaten down valuations, annuity developers offer favourable risk-reward, it said. DLF, Prestige Estates, Phoenix Mills and others have large office properties

Lodha group's UK arm launches $225-million bond issue to refinance debt

The bonds will be listed on Singapore exchanges. JP Morgan, UBS and CLSA are the merchant bankers for the issue

Imports from China at risk, but some firms may benefit, says CLSA

Dixon Technologies, Havells India, Voltas and Cipla are some of the Indian companies that could face issues over the next few months

Ad growth slowdown, new rules headwinds for Zee Entertainment stock

Valuations appear attractive, but near-term concerns remain

Brokerages bullish on Adani Ports post acquisition of Snowman Logistics

The sale to ADSEZ is part of Gateway's plan to divest its non-core assets, deleverage its balance sheet, and fund future capital expenditure plans in the rail segment.

Glenmark Pharma jumps over 20% after CLSA upgrades to 'buy' from 'sell'

CLSA has increased the target price of the firm to Rs 410 from Rs 350 earlier and raised its FY20-22 earnings per share (EPS) by 3 per cent - 22 per cent.

Three key reasons why CLSA is bullish on pharma MNCs in India

MNC stocks have outperformed local peers for the first time in over a decade and have also significantly outperformed the Nifty over the last 18 months.

'Investors are now questioning emerging markets as an asset class'

Rupee weakness has been a very important factor for global investors to consider before putting their money in India, Mowat said

Slowdown: Indian GDP growth may slip further to 5% in FY20, says CLSA

Analysts at CLSA believe India's fiscal deficit may worsen to 4.3% in FY20

Second wave of NPAs? SBI, BoB, YES Bank could be hit, says Jefferies

YES Bank, Bank of Baroda, SBI, IndusInd Bank, and RBL Bank are amongst the banks most prune to "high risk" emanating from Anil Dhirubhai Ambani Group (ADAG), Cox & Kings, CG Power, and DHFL

IT industry on hiring spree, adds record number of employees in Q1

Around 85,000 employees added on net basis, highest in six years

China can create its own Goldman Sachs, if Beijing curbs its instincts

Chinese brokerages are relatively unsophisticated beside their Wall Street rivals, focusing mostly on equities trading

CLSA's Wood reduces position on India

Cites weak GDP data, says Budget 2013-14 might not encourage reforms

CLSA's Wood remains 'double-overweight' on India; sees Modi return to power

PM Modi, Wood feels, is reaping the reward of a robust response to the Pulwama attacks, which has led to a surge in his popularity

Focus on limiting losses than chasing large gains, CLSA cautions investors

The market will sour in July and September, CLSA said

Here's what's convinced brokerage firm CLSA to return to Pak after 17 yrs

CLSA exited Pakistan in 2001 due to "considerable instability" at the time -- despite the operation being profitable

Investors are willing to bear GST pain for long-term gains, says Nandurkar

Interview with Mahesh Nandurkar, executive director and India Strategist, CLSA