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IMPORTANT NEWS AND VIEWS FOR THE DAY All



TOP NEWS 12 FEB 2018, 10:51AM

CG Power bags order worth USD 55 mn Positive read through for CG Power as it bags an order worth USD 55mn (~ Rs 355 crores) from Indonesian State Utility. VIEW MORE

12 FEB 2018, 10:42AM

NSE & BSE terminates data sharing licensing agreements with foreign exchanges Positive read through as it will adversely impact income from data dissemination for BSE. VIEW MORE

12 FEB 2018, 10:27AM

Cadila completes USFDA audit Huge positive read through for Cadila as it successfully completes USFDA audit with zero observation. VIEW MORE

12 FEB 2018, 10:19AM

FUND RAISING

Oil Indian Limited recommends issue of bonus shares

Positive read through for OIL as Board of directors of OIL has recommends issue of bonus shares in the ratio of 1:2 9 FEB 2018, 12:37PM

Canara Bank to raise Rs.1000 cr via QIP VIEW MORE

Canara Bank to raise up to Rs 1,000 crore via QIP, rights, preferential issue of shares. VIEW MORE 12 FEB 2018, 10:01AM

ONGC Videsh led Indian consortium acquires 10% stake Positive read through for ONGC, IOCL and BPCL as ONGC Videsh led Indian consortium acquires 10% stake in Lower Zakum Concession, offshore Abu Dhabi for 2 JAN 2018, 4:52PM $600million. IndusInd Bank raises $500 million VIEW MORE IndusInd Bank raises $500 million (Rs.3193 crore) term loan from overseas lenders. VIEW MORE 9 FEB 2018, 2:55PM

GSPL reports strong performance in Q3FY18 2 JAN 2018, 4:50PM

GSPL Q3FY18 results in-line operating profit (up 30.6% YoY), PAT up 53.1% YoY JM Financial to raise Rs.650 cr VIEW MORE JM Financial to raise Rs.650 crore via various instruments VIEW MORE 9 FEB 2018, 12:21PM

TV Today maintain strong quarter in Q3FY18 12 DEC 2017, 3:33PM

INVESTMENT CALLS

We have a positive view on the stock. Deepak Nitrite Ltd. plans to raise Rs. 150 cr

VIEW MORE The company plans to raise the equity capital through qualified institutional placement (QIP) 12 FEB 2018, 4:47PM

State Bank of India (SBI) has posted weak numbers for Q3FY18 VIEW MORE

8 FEB 2018, 10:05AM Asset quality, lower Treasury income impacts performance of SBI. We have maintained our BUY recommendation with a revised price target of Rs.350.

Sun Pharma owned Taro reports weak Q3FY18 results VIEW MORE 12 DEC 2017, 10:03AM

Negative read through for Sun Pharma as Halol plant to undergo USFDA re-inspection from Feb 12, 2018, so stock to remain in focus. Natco Pharma board agrees for QIP placement for upto 1 cr equity shares VIEW MORE The issue size is Rs. 915 crore with a floor price of Rs. 937.63 per share. 12 FEB 2018, 4:03PM

Ratnamani Metals reports decent Q3FY18 result VIEW MORE

8 FEB 2018, 9:59AM Revenue beats, margins missed the mark for Ratnamani Metals and Tubes.

Maruti Suzuki to invest $2.3 billion over the next 3 years VIEW MORE 8 DEC 2017, 9:13AM

Positive read through as Maruti Suzuki to invest $2.3 bn over the next 3 years while parent Suzuki to pump in $0.7 Bn towards new products, R&D, electric& Hybrid vehicles Union Bank of India to raise funds via QIP and efficiency improvement. Union Bank of India to raise up to Rs 2000Cr via QIP 12 FEB 2018, 3:56PM VIEW MORE Bata reports strong bottom-line growth in Q3FY18 VIEW MORE

Strong bottom-line growth on the back of healthy margin expansion for Bata. 8 FEB 2018, 9:56AM VIEW MORE HeroMotocorp expands scooter range with two 125cc products 7 DEC 2017, 9:03AM

Hatsun Agro to raise up to Rs900 cr

Positive read through for Hero Motocorp as it expands scooter range with two 125cc products to be launched later this year. Hatsun Agro to raise funds via Rights basis aggregating up to Rs. 900 crore 12 FEB 2018, 3:05PM

OTHER NEWS

VIEW MORE Birla Corporation reports strong volume growth in Q3FY18 VIEW MORE

Consolidated net loss narrows YoY on account of strong volume growth and lower interest expenses for Birla Corporation. 8 FEB 2018, 9:56AM 12 FEB 2018, 5:23PM 9 FEB 2018, 4:37PM VIEW MORE Government considering tax benefits for scrapping 15-year old vehicles 5 DEC 2017, 10:37AM

9 FEB 2018, 4:35PM

Tata Motors Ltd: Tata Motors global sales Axis Bank Ltd: Positive read through for Hindustan Unilever L: Neutral for the stock PNB to raise funds via QIP Positive for Ashok Leyland, M&M, Tata Motors, Eicher Motors and Jamna Auto as Government considering tax benefits for scrapping 15-year old vehicles increase 20% in January at 114,797 units, Axis Bank as it sold 20 lakh shares of as it will have no major impact on earnings Punjab National Bank to raise Rs5000 crore via QIP or rights issue, gets shareholders approval. 12 FEB 2018, 2:52PM numbers in line with estimates.. NSDL at Rs 825 each for Rs 165 crore.. or balance sheet.. VIEW MORE Rico Auto reports lower than expected Q3FY18 results VIEW MORE

Operationally In-line results, lower than expected depreciation and Tax outgo leads to PAT beat for Rico Auto. 7 FEB 2018, 11:38AM VIEW MORE HDFC Bank to control 30% stake in Can Fin Homes 23 NOV 2017, 10:29AM

Sundram Fasteners board approved fund raising

Positive read through for HDFC and Can Fin Homes as HDFC mulls over acquiring controlling stake of 30% in Can Fin Homes from Canara Bank. Sundram Fasteners board has approved raising an amount not exceeding Rs 500 crore through issue of non-convertible debentures through private placement route. 12 FEB 2018, 2:23PM VIEW MORE Wonderla Holidays Q3FY18 results dissapoint VIEW MORE

revenues disappoints and strong margin expansion led to PAT growth for Wonderla Holidays 7 FEB 2018, 10:06AM VIEW MORE KEC International receives orders worth Rs 2,035 crores 17 NOV 2017, 12:10PM

Reliance Industries set to raise up to USD1.8 billion

8 FEB 2018, 5:35PM 8 FEB 2018, 9:59AM 8 FEB 2018, 9:56AM Positive read through as KEC International has received orders worth Rs 2,035 crores primarily comprising of Rs 1,769 crores orders from Railways. Reliance Industries is set to raise up to USD1.8 billion through a combination of offshore bonds and syndicated loans to reduce its high cost debt as per media reports Tata Motors Ltd: Tata Motors (JLR) Maruti Suzuki India: Positive read through Hero MotoCorp: Positive read through for 12 FEB 2018, 2:13PM VIEW MORE Oil India reports Q3FY18 results January 2018 global sales up 3% YoY to VIEW MORE

as Maruti Suzuki to invest $2.3 bn over the 49,066 units – Numbers in line with next 3 years while parent Suzuki to pump Substantial beat in operating profit led by lower than expected operating expenses and PAT up by 55.1% YoY. estimates . in $0.7 Bn towards new products, R&D, 7 FEB 2018, 10:04AM VIEW MORE electric& Hybrid vehicles and efficiency Government has imposed import duty of 100% on imports of sugar 17 NOV 2017, 11:41AM Bank of Baroda to consider raising up to Rs6,000 Cr improvement..

Hero Motocorp as it expands scooter range with two 125cc products to be launched later this year..

Sentimentally positive for sugar industry (including Balrampur Chini, Dhampur Sugar and KM Sugars) as Government has imposed import duty of 100% on imports of sugar. Bank of Baroda is to consider raising up to Rs 6,000 crore via QIP, rights issue on November 21. 12 FEB 2018, 2:07PM

BPCL misses operating profit in Q3FY18 VIEW MORE

Lower than expected GRM and weak marketing margins led to miss in the operating profit for BPCL VIEW MORE 7 FEB 2018, 9:56AM 16 NOV 2017, 8:44AM

Vodafone in talks to sell stake in Indus towers for $5 billion United Bank of India to raise Rs500 Cr AT1 capital Stock to remain in focus as Bharti Infratel has already disclosed its board’s decision to explore and evaluate acquisition of stake in one or more tranches in Indus Towers. United Bank of India plans to raise Rs500 crore AT1 capital. 12 FEB 2018, 1:59PM 8 FEB 2018, 9:56AM 6 FEB 2018, 10:34AM ONGC reports operationally good Q3FY18 quarter VIEW MORE Ashok Leyland: Positive for Ashok TVS Motor Co Ltd: Positive read through Operationally good quarter but higher than expected DD&A cost and lower other income led to miss in PAT for ONGC. Leyland, M&M, Tata Motors, Eicher Motors for TVS Motor as it launched a new 125cc and Jamna Auto as Government scooter. . VIEW MORE 7 FEB 2018, 9:48AM 7 NOV 2017, 9:09AM considering tax benefits for scrapping 15Toyota and Maruti Suzuki to roll out small electric car PNB plans to raise Rs5000 Cr year old vehicles.

6 FEB 2018, 10:18AM

Tata Motors Ltd: Negative read through as JLR UK registrations for January 2018 decline 3.5% YoY..

Positive read through as the partnership between Japanese carmakers Toyota and Maruti's parent Suzuki will roll out a small electric car for the mass segment in India. Punjab National Bank to raise funds of ~Rs5000 Cr via QIP. 12 FEB 2018, 1:51PM

Bank of Baroda reports good operating performance in Q3FY18 VIEW MORE

We currently have a BUY rating on the stock and would come out with detailed note post management interaction. VIEW MORE 6 FEB 2018, 10:36AM 23 OCT 2017, 9:34AM

North American Class 8 truck orders for January 2018 were at 47,200 units HCL Infosystems board approves Rs 499 Cr fund raising Positive read through for Bharat Forge, GNA Axles, Ramkrishna Forgings, Motherson Sumi Systems. HCL Infosystems board approves Rs 499 crore fund raising via rights issue. 12 FEB 2018, 1:43PM

Marico reports strong Q3FY18 performance VIEW MORE

5 FEB 2018, 5:01PM 5 FEB 2018, 4:59PM Mid-teen revenue growth driven by 9.4% volume growth for Marico.

2 FEB 2018, 10:02AM

Mahi and Mahi: Positive read through for LandT: Positive read through for L&T as it VIEW MORE 6 FEB 2018, 10:34AM 17 OCT 2017, 9:02AM M&M as it is to showcase 6 new electric receives orders worth Rs 2,275 crores TVS Motors launched125cc scooter NTORQ at Rs 58,750 PNB to raise funds via QIP vehicles including two futuristic concepts comprising of Rs 1,255 crores for its Water and new electric mobility platform at the & Affluent Treatment business, Rs 590 Positive read through for TVS Motor as it launched a new 125cc scooter. Punjab National Bank plans to raise $250-300 million (Rs1600 - 1900 crore) via QIP 9 FEB 2018, 4:47PM Auto Expo. . crores for its Power T&D business and Rs KPTL maintain overall guidance with improved outlook VIEW MORE 430 crores for its Building & Factories We upgrade to Buy rating with revised SOTP-based price target to Rs535. business..

Tata Motors Ltd: Negative read through as US retail sales decline 0.6% YoY for January 2018 as against a industry growth of 1%..

VIEW MORE 6 FEB 2018, 10:18AM 6 OCT 2017, 9:36AM

Tata Motors numbers continue to remain weak ICICI Bank raises Rs 475 Cr Negative read through as JLR UK registrations for January 2018 decline 3.5% YoY. ICICI Bank has raised Rs 475 crore via Basel – III complaint AT-1 Bonds 9 FEB 2018, 4:44PM

CESC reports stable operational performance VIEW MORE

We continue to maintain a Buy rating with an unchanged PT of Rs1165 on SoTP basis. VIEW MORE 31 JAN 2018, 3:36PM 6 FEB 2018, 9:57AM 28 SEP 2017, 9:19AM

31 JAN 2018, 3:34PM

25 JAN 2018, 3:24PM

Lakshmi Vilas Bank plans to raise fund Construction equipments divison enters into exclusive distribution agreement with Korea based Doosan Adani Power Ltd: Adani Power has sought Mahi and Mahi: M&M marks foray in Indian Oil Corp: Positive read through for approval from the commerce ministry for sprayers business of farm equipment IOCL as All the units of Panipat naphtha Positive read through for Escorts as Construction equipments division enters into exclusive distribution agreement with Korea based Doosan; to double addressable market Lakshmi Vilas Bank: plans to raise Rs800 crore via rights issue 9 FEB 2018, 4:42PM setting up of a special economic zone for segment . cracker of IOCL are operating normally size; Bharat Forge Q3FY2018 Conference call highlights VIEW MORE the power sector in Jharkhand, entailing and the company would ensure VIEW MORE The company has won new incremental orders amounting to USD 100 bn for the period April – December 2017. We retain our Positive view on the Stock. investment of Rs 15,002 crore. . uninterrupted supply of petrochemical products. . VIEW MORE 14 SEP 2017, 9:33AM Interglobe Aviation announces its QIP price band 6 FEB 2018, 9:49AM

Oil India Limited to consider issue of bonus shares

Interglobe Aviation announced a price band of Rs1125-1175 for its planned QIP. 9 FEB 2018, 3:11PM Positive read through for Oil India as Board of directors may consider issue of bonus shares at its board meeting to be held on February 09, 2018. Petronet LNG reports strong Q3FY18 performance VIEW MORE VIEW MORE Petronet LNG 3QFY2018 results in-line operating profit; higher-than-expected Dahej volume at 215tbtu surprised positively. VIEW MORE 6 SEP 2017, 10:26AM Union Bank of India to raise Rs2000 Cr 6 FEB 2018, 9:39AM 24 JAN 2018, 4:39PM 24 JAN 2018, 2:55PM India Gas Solutions expected to start selling imported LNG

24 JAN 2018, 2:47PM

VIEW MORE April 2018.. VIEW MORE 6 SEP 2017, 10:19AM

The company will appeal against the order with CESTAT..

Union Bank of India plans to raise ~Rs2000 crore via Qualified institutional placement (QIP). 9 FEB 2018, 12:40PM Shriram TransFi: Positive read through for Tata Motors Ltd: Positive read through for Quick Heal Technolog: Stock to be in Medium to long term positive for RIL as India Gas Solutions, an equal JV between RIL and BP, is expected to start selling of imported LNG to its customers in next 12-18 Glenmark reports disappointing performance in Q3FY18 Shriram Transport Finance as the sale is Tata Motors as it is to unveil the focus as the company receives order from VIEW MORE months. expected to be completed on or before 23 performance version of its cars – Tiago tax authorities demanding Rs 37.7 crore. Sales for the quarter declined by 13% to Rs 2203.7 crore, mainly on account of 40% fall in US business (Q3FY2017 includes 180 day exclusivity sales for Zetia)

and Tigor in the upcoming auto expo..

Bajaj Finance to raise Rs4500 Cr 5 FEB 2018, 10:13AM Bajaj Finance to raise Rs4500 crore via Qualified institutional placement (QIP) 9 FEB 2018, 12:21PM TVS Motor to launch a 125cc scooter

TV Today maintain strong quarter in Q3FY18

VIEW MORE Positive read through for TVS Motor as it to launch a 125cc scooter – TVS Graphite 125 today.

We have a positive view on the stock. VIEW MORE VIEW MORE 31 AUG 2017, 11:02AM

RIL to raise Rs2,500 Cr through NCD 5 FEB 2018, 10:07AM In order to refinance existing debt, Reliance Industries will raise Rs2,500 crore through NCD; neutral read through. 8 FEB 2018, 3:59PM Maruti Suzuki receives over 30,000 bookings for the new Swift 24 JAN 2018, 2:28PM 24 JAN 2018, 2:10PM Zydus Wellness grew by 22% in Q3FY18 VIEW MORE Positive read through as Maruti Suzuki receives over 30,000 bookings for the new Swift (about 2 months sales).

23 JAN 2018, 11:37AM

Shriram EPC Ltd: Positive read through for ONGC: ONGC enters into an agreement Strong performance from Zydus Wellness, so upgrade to Buy with a revised PT to Rs. 1,255 Shriram EPC as it bags order worth Rs 84 with three Indian banks to raise around VIEW MORE crore from Jharkhand to set up drinking Rs.18000 crore to part fund its acquisition VIEW MORE 29 AUG 2017, 9:36AM water and Sanitation facilities. . of government’s 51.11% stake in HPCL at Government to sell up to 10% stake in NTPC via OFS 5 FEB 2018, 9:59AM Rs36,915 crore.. Government to sell up to 10% stake in NTPC via OFS at Rs 168 per share; may garner Rs 7,000 crore. RIL to acquire entire stake in Singapore subsidiary 8 FEB 2018, 3:29PM Natco Pharma reports profit above expectations in Q3FY18

Infosys: A positive read through for the stakeholders .

VIEW MORE Positive read through for RIL as Reliance Industries (RIL) to acquire entire stake in Singapore subsidiary (produces BOPET chips and films).

Better flu season and gCopaxone to drive Q4FY2018; maintain positive view. VIEW MORE VIEW MORE

5 FEB 2018, 9:49AM Aurobindo Pharma gets USFDA approval for Niacin 8 FEB 2018, 3:23PM

IRB Infrastructure Developers reports healthy Q3 performance

Positive read through for Aurobindo Pharma as it gets USFDA approval for Niacin, used to improve cholesterol levels and lower cardiovascular risks Healthy performance but key factors remain an overhang on future performance for IRB Infrastructure Developers. 23 JAN 2018, 11:33AM 23 JAN 2018, 11:28AM 22 JAN 2018, 3:39PM VIEW MORE : Launches rage of natural juices and VIEW MORE

Kalpataru Power: Positive read through for the stake holders.

plans for oral healthcare, personal hygiene and skin care product segments. Positive 5 FEB 2018, 9:46AM Read through. Sun Pharma's Ankleshwar plant catches major fire 8 FEB 2018, 3:15PM Cipla reported total revenue of 7.3% for Q3FY18

Au Small Finance Ban: Sentimentally positive for the stock as The small finance bank (SFB) has re-entered the housing finance segment and will offer loans under government’s affordable housing and subsidy schemes such as Pradhan Mantri Awas Yojana, upto Rs 1 crores..

Negative read through for Sun Pharma as its Ankleshwar plant catches major fire with a blast. Strong operational performance, stable outlook, hence we upgrade to Buy. VIEW MORE VIEW MORE

2 FEB 2018, 11:24AM Grasim Industries to manage and operate VFY business of Century Textiles 8 FEB 2018, 3:01PM

Kalpataru Power reports strong Q3FY18 results

Positive read through for Grasim Industries as it announced that with effect from 1st February 2018, the right to manage and operate the VFY business of Century Textiles has vested with the company. Robust execution led to strong earnings growth for Kalpataru Power. VIEW MORE 19 JAN 2018, 4:00PM

19 JAN 2018, 3:42PM

Maruti Suzuki India: Positive read through as the company company expects much 2 FEB 2018, 11:08AM 8 FEB 2018, 2:56PM higher demand with launch of refreshed Gas leaks in subsea pipeline of ONGC Gayatri Projects reports 3.3x earnings in Q3FY18 variant..

Tech Mahindra Ltd: Stock to be in focus as Tech Mahindra acquires 17.5% stake in Altiostar for $15 million. .

17 JAN 2018, 2:03PM

Hindustan Unilever L: Sentimentally negative for the stock as the notice includes order directing companies reduction in prices or refund of benefits Robust execution along with stable margins leads to 3.3x growth in net earnings for Gayatri Projects Neutral read through as production from its Neelam field in western offshore was stopped on 02-January-2018 due to gas leakage in subsea pipeline. availed to consumers.. VIEW MORE

2 FEB 2018, 10:56AM 8 FEB 2018, 2:40PM

January 2018 overall dispatches grow impressively by 46% for Bajaj Auto Aurobindo Pharma reports Q3FY18 results in-line with estimates Domestic sales up 50% while Exports grow 41%; Numbers ahead of estimates. We currently have buy recommendation on the stock. VIEW MORE 16 JAN 2018, 12:48PM 2 FEB 2018, 10:06AM 8 FEB 2018, 10:05AM Mahi and Mahi: Positive read through as

16 JAN 2018, 12:45PM

16 JAN 2018, 12:11PM

Tata Motors Ltd: Positive read through as Seamec Ltd: Positive for Seamec as the TVS Motors sales grew strongly 31% YoY Sun Pharma owned Taro reports weak Q3FY18 results M&M opens bookings for low cost version Tata Motors launches the Tiago AMT company's Vessel SEAMEC PRINCESS of Mahindra Mojo UT300 motorcycle (automatic) variant in Bangladesh priced at is deployed with L&T Hydrocarbon January 2018 sales grew strongly 31% yoy to 2.71 lakh units led by market share gains and low base. Negative read through for Sun Pharma as Halol plant to undergo USFDA re-inspection from Feb 12, 2018, so stock to remain in focus. (expected to be priced at around Rs 1.5 14.95 lakh taka.. Engineering for a period of about 19 days.. VIEW MORE lakhs).. 2 FEB 2018, 10:02AM 7 FEB 2018, 5:02PM

US retail sales decline 0.6% YoY for January 2018 for Tata Motors Century Plyboards's deferment of e-way bill a near term concern Negative read through as US retail sales decline 0.6% YoY for January 2018 as against a industry growth of 1%. Considering, the near term pressure on its core business along with fair valuation, we maintain our Hold rating with unchanged price target of Rs.310. VIEW MORE

2 FEB 2018, 9:57AM 7 FEB 2018, 2:27PM

Lupin reports disappointing performance Implementation of E-way bill deferred 16 JAN 2018, 12:02PM 16 JAN 2018, 11:31AM 12 JAN 2018, 2:47PM LandT: Positive reads through as L&T Tata Motors Ltd: Positive read through for Dredging Corpora: Dredging Corporation Negative for players like Kajaria Ceramics, Cera Sanitaryware, Century Plyboards among others as implementation of e-way bill was required to plug the leakages of Downgrade to Reduce with our PT under review. wins orders worth Rs 1,310 crore Tata Motors as it launches branded oils for secures Rs 88.5 crore contract for unorganized trade. VIEW MORE comprising of orders from Water & Effluent its range of commercial vehicles (CVs) in dredging of channels and basins at Cochin VIEW MORE Treatment business (Rs 631 crore), the domestic market.. port.. Buildings & Factories business ( Rs 340 7 FEB 2018, 2:03PM crore ) and Power T&D business (Rs 339 1 FEB 2018, 3:48PM Earnings trajectory to improve strongly for Apollo Tyres crore).. Tata Motors total dispatches up by 40% YoY For Q3FY18, Apollo Tyres (ATL) reported in line results on the operating front. The consolidated revenues grew 17% y-o-y to Rs 4,050 crore (in line with assumptions of Total dispatches for January 2018 up by 40% YoY driven by an impressive performance from the CV segment; Numbers ahead of estimates Rs 4,011 crore) led by a strong demand in both the APMEA (largely Indian operations) and capacity ramp up at European operations (new Hungary plant). VIEW MORE

1 FEB 2018, 3:33PM 7 FEB 2018, 1:43PM

Eicher Motors is up 31% YoY driven by sustained demand for the classic range of motorcycles Hero Motocorp reports Q3FY18 results in-line with estimates 12 JAN 2018, 2:45PM

10 JAN 2018, 9:30AM

8 JAN 2018, 5:08PM

sentimentally positive for other IT companies given the improving clarity over US tax reforms implications.

announced that it has been selected by Proximus to implement Excite to deliver superior digital customer experiences for its enterprise clients. The.

Hero MotoCorp (Hero) posted broadly in-line results for Q3FY2018. Topline for the quarter at Rs. 7,306 crore increased by 15% y-o-y, driven by strong 16% y-o-y volume The numbers are ahead of estimated 69,500 units. : SIAM lifts sales projections for FY18 in Infosys: Positive read through, also Infosys: Positive read through as Infosys growth.

view of strong performance in 9MFY2018. VIEW MORE VIEW MORE 1 FEB 2018, 9:36AM ONGC acquires 51.11% stake of HPCL 7 FEB 2018, 1:34PM

KEC International reports strong Q3FY18 earnings

We have already highlighted in our recent note on ONGC that HPCL acquisition is expected to be positive for ONGC as it would be EPS accretive by ~5%. Strong execution across verticals to drive earnings in Q3FY18 for KEC International. VIEW MORE VIEW MORE

31 JAN 2018, 2:51PM Dabur results in-line with expectations in Q3FY18 7 FEB 2018, 1:27PM

Thermax reports Q3FY18 performance in line with estimates

Dabur Q3FY2018 consolidated results – in-line with expectation; revenues and PAT grew by in double digits Thermax reported robust topline growth of 25% YoY to Rs 981 crore due to better execution and strong order inflow during Q3FY2018. Better execution in Energy segment 8 JAN 2018, 4:39PM 8 JAN 2018, 3:10PM 8 JAN 2018, 3:06PM VIEW MORE and strong order inflow (growth of 28% YoY) from domestic as well international market led to topline growth.

Seamec Ltd: Positive read through as the PTC India: We believe this to be positive Aegis Logistics Ltd: Stock to be in focus as company has entered into a Contract for for PTC as it will help the company to Aegis’ LPG unit allots 2.39 lakh shares VIEW MORE Charter Hire of Vessel 'SEAMEC III' with increase its volumes. . representing 19.7% of paid up capital of 31 JAN 2018, 2:44PM Escorts Ltd. reports better than expected results in Q3FY18 M/s. IGOPL Offshore for undertaking a job Hindustan Aegis LPG (step down 6 FEB 2018, 1:07PM in Mumbai High Offshore.. subsidiary of Aegis Logistics) to Itochu for Escorts Q3FY2018 result review: Better than expected results led by strong margin improvement in Q3FY18 for Escorts Ltd. Mcleod Russel reports strong Q3FY18 performance a total consideration of Rs 239.29 crore.. VIEW MORE Strong revenue growth is led by mix of high sales realisation and sales volume for Mcleod Russel. VIEW MORE 31 JAN 2018, 2:28PM

Arvind Ltd. reports strong results in Q3FY18 6 FEB 2018, 12:53PM

Arvind’s Q3FY2018 consolidated results - in-line with expectation; revenues and PAT grew in double digits Greaves Cotton reports operationally weak Q3 quarter VIEW MORE Operationally weak quarter, high tax outgo drags PAT, numbers below estimates for Greaves Cotton. 8 JAN 2018, 3:00PM VIEW MORE

8 JAN 2018, 2:49PM

8 JAN 2018, 1:03PM

IndusInd Bank: Positive read through for Sagar Cements: Positive read through for NBCC (India): Positive read through for IndusInd Bank as it ties up with Paytm the stock as the company’s sales volume NBCC as NBCC received a contract worth Hero Motorcorp plans to introduce a range of motorcycles Payments Bank to provide fixed deposit for the month of December 2017 was up by Rs 2,000 crore from Ecotourism 6 FEB 2018, 12:38PM Positive read through as Hero Motorcorp plans to introduce a range of motocycle over next 6-18 months to strengthen its position in the premium segment; unveils the Tata Motors reported broadly in line results for Q3FY2018 facility.. 65% YoY to 2.5 lakh tone.. Development Corp of Uttarakhand, Xtreme 200R Dehradun for a green road project.. Higher depreciation and taxation coupled with lower share of China JV leads to profit miss for Tata Motors 31 JAN 2018, 9:46AM

VIEW MORE VIEW MORE

31 JAN 2018, 9:41AM Sun Pharma gets USFDA approval for Metoprolol succinate capsules 5 FEB 2018, 4:35PM

Power Grid shows steady earning visibility in Q3FY18

Positive for Sun Pharma as it gets USFDA approval for Metoprolol succinate capsules, used to treat chest pain (angina), heart failure, and high blood pressure. Power Grid Corporation (PGCIL) reported Q3FY2018 topline growth of 12% y-o-y to Rs. 7,405 crore due to 14% y-o-y growth in the transmission segment. The VIEW MORE transmission segment’s growth was led by commissioning of major projects such as Aurangabad-Padghe, Ajmer-Chittorgarh, Aurangabad-Boisar, Kala-Kudus, PadgheKudus and Kurukshetra-Jind during the period. 8 JAN 2018, 12:58PM VIEW MORE 31 JAN 2018, 9:38AM

8 JAN 2018, 12:52PM

8 JAN 2018, 10:06AM

: Sephora is going to add 8-10 new stores Britannia Ind: Positive read through as the JK Tyre and Industries: Positive read SBI raises rates on bulk deposits by 50-140 points in India every year as it plans to take its company is looking at reducing prices for through for the company as the target is to Positive read through for State Bank of India as SBI has significant size so the move may prompt rival lenders to increase interest rates, given tight liquidity conditions and total store count to 50 outlets over the next some of its super-premium biscuits in order double markets share in 2-3 wheeler tyres. 5 FEB 2018, 4:23PM the expected rise in loan demand. Info Edge India reports a surprisingly good Q3 quarter 3-4 years targeting a business of Rs 1,000 to attract more consumers and boost crore.. business.. VIEW MORE For Q3FY2018, Info Edge (India) Limited (Info Edge) delivered strong revenue growth of 22.1% y-o-y to Rs. 227.2 crore (in-line with our estimate of Rs. 227.7 crore). VIEW MORE 30 JAN 2018, 9:43AM

Snowman Logistics inaugurated their new temperature controlled warehousing facility 5 FEB 2018, 4:03PM

Positive for the stock as Snowman Logistics inaugurated their new temperature controlled warehousing facility at Krishnapatnam, Andhra Pradesh. MHCV upcycle to boost earnings for Ashok Leyland in Q3FY18 VIEW MORE Ashok Leyland Limited (ALL) reported a strong set of numbers for Q3FY2018. Though results were inline with our estimates, they were significantly better than street’s

estimates. VIEW MORE 30 JAN 2018, 9:39AM 5 JAN 2018, 12:04PM

5 JAN 2018, 12:02PM

5 JAN 2018, 11:59AM

Dalmia Bharat is set to acquire patna based 1MTPA Kalyanpur cement Infosys: Positive read through as Infosys Bharti Airtel: Positive read through as : Neutral read through as a group of statepartners with ValGenesis to further enable Bharti Airtel joins hands with Samsung to owned banks has approached the Dalmia Bharat is set to acquire patna based 1MTPA Kalyanpur cement after lenders approved a debt resolution plan as per media reports. Positive read through for Dalmia 5 FEB 2018, 3:58PM Bharat. digitisation in Life Sciences . offer cashback on 4G smartphones.. Reserve Bank of India seeking exemption Union Bank reports weak performance in Q3FY18 from recognising mark-to-market (MTM) VIEW MORE Union Bank of India (UNBK) posted weak Q3FY18 results, where its net interest income (NII) increased by 19.3% YOY to Rs 2,548 crore but its asset quality worsened losses on their government bond portfolios sharply. in the December quarter. The banks have VIEW MORE 30 JAN 2018, 9:31AM requested the RBI to allow them to spread Maruti Suzuki lines up Rs 4,000 cr capex for next fiscal these losses over two quarters.. Positive read through as Four new vehicles to come in 2018; expects better volumes in 2018 than 2017; 5 FEB 2018, 3:52PM

Bajaj Holdings reports empressive Q3FY18 earnings VIEW MORE

Impressive earnings growth driven by robust standalone performance and strong performance of associates for Bajaj Holdings & Investment. VIEW MORE 30 JAN 2018, 9:18AM

Reliance Infrastructure receives LOA 5 JAN 2018, 11:48AM

5 JAN 2018, 11:15AM

5 JAN 2018, 9:56AM

: The Board of Directors have considered : India is considering a 7.5% tax on Positive for the stock as the company has received the Letter of Award (LOA) from the NHAI 5 FEB 2018, 12:04PM

: Positive read through as Motherson Sumi and approved to utilize the balance imported solar panels which are not taxed Systems holding company of Thomas Cook reports strong performance in Q3FY18 VIEW MORE available in the Share Premium account now but might be reclassified as motors, Samvardhana Motherson Group (SAMIIL) Thomas Cook India’s (TCIL) registered strong performance in Q3FY2018 with revenues growing by 51%yoy to Rs3,005.4crore and the operating profit more than doubled amounting to Rs. 7650.06 crore to write off which are subject to the tariff. . and promoter of Motherson Sumi enters during the quarter. the accumulated losses of the Bank new product category (pressed sheet 30 JAN 2018, 9:11AM VIEW MORE aggregating to Rs. 6978.94 crore as at metals).. Petronet LNG reports strong Q3 results 31.03.2017.. positive read through for Petronet LNG as India’s LNG imports grew by 6.8% YoY (down 21% MoM) to 1.3mmt. 5 FEB 2018, 11:40AM VIEW MORE

Gujarat Gas reports higher than expected results in Q3FY18 Higher than expected volume & margin performance and higher other income led to beat in PAT (up 42.6% YoY) 29 JAN 2018, 10:17AM VIEW MORE SoftBank in talks to acquire stake in PolicyBazaar (investee company of Info Edge)

As per media report, SoftBank is in talks to invest in PolicyBazaar at a valuation of $800 million; positive read through for Info Edge 5 JAN 2018, 9:50AM 2 FEB 2018, 12:59PM : Positive read through as Exide Industries VIEW MORE

4 JAN 2018, 12:08PM

4 JAN 2018, 12:05PM

: Positive read through for EPC developers Tata Motors Ltd: Positive read through as Impressive execution continues for Bharat Electronics launches new products for passenger like Gayatri Projects, KNR Constructions, Tata Motors has entered into a pact with Bharat Electronics Limited (BEL) delivered yet another quarter of strong revenue performance in Q3FY18, post its stellar performance for the past two quarters. vehicles and CV segment.. NCC among others.. Westport Fuel Systems for supply of 29 JAN 2018, 10:12AM engines for Commercial vehicles.. VIEW MORE CIPLA gets USFDA nod for HIV infection medicine Positive for Cipla, as the medicine is to be commercialized immediately. 2 FEB 2018, 12:54PM VIEW MORE

Power Grid reports strong Q3FY18 results Lower capitalization coupled with higher depreciation and interest cost impacted earnings for Power Grid 29 JAN 2018, 9:57AM VIEW MORE TVS Motors to unveil new 125cc sporty scooter on February 5

TVS new scooter will be its first offering in 125cc scooter space and will take on the likes of Honda Grazia; positive read through. 2 FEB 2018, 11:28AM VIEW MORE Ashok Leyland performs better than expectations in Q3FY18 4 JAN 2018, 11:59AM 2 JAN 2018, 5:46PM

2 JAN 2018, 5:32PM

: Sugar mills produced 10.33 million ITC Ltd: Long term positive for ITC as it will Results broadly in-line with our estimates; however significantly better than street expectations

Axis Bank Ltd: Sentimentally positive as Axis Bank plans to sell Rs.2000 crore exposure towards Bhushan Steel..

tonnes (mt) till December 31, which is 26 29 JAN 2018, 9:54AM VIEW MORE FIEM Industries' plant at Hosur catches fire per cent higher than the 8.2 mt produced

help in enhancing its paper business (positive for Sirpur Paper Mills as strategic during the corresponding period of the partnership with ITC will help in reviving Negative read through, as the production is likely to be impacted previous season.. the operations). 2 FEB 2018, 11:15AM VIEW MORE

Info Edge to sell 6.66% stake in Zomato to Ant financial for $50 million

Sale at profit is positive but the deal values Zomato at $757 million which is lower than our and street expectations that are pegged at $1-1.1 bln for Zomato; thus the stock 29 JAN 2018, 9:41AM could react negatively

JSW Steel may offer Rs30,000 crore for Bhushan Steel, double the liquidation value VIEW MORE

JSW Steel is expected to double its bid amount between Rs. 25,000 Cr to Rs. 30,000 Cr - Stocks to be in focus VIEW MORE 1 FEB 2018, 3:25PM

Conference call highlights for Escorts in Q3FY18 2 JAN 2018, 5:15PM

2 JAN 2018, 5:06PM

29 JAN 2018, 9:38AM We retain positive view on the stock.

2 JAN 2018, 5:03PM

SBI: Neutral read through as State Bank of Lovable Lingerie Ltd: Positive read Thermax: Thermax has won an order Reliance JIO introduces lowest tariff plan VIEW MORE India cuts base rate by 30 BPS to 8.65%, through for the stock as Lovable Lingerie worth Rs.327 crore from public sector ltd The strategy will enable Reliance Jio to firmly capture its hold in the market among its competitors, positive read through. 25% of the book is currently linked to base proposed to buy back up to 20 lakh shares for its upcoming chemical plant. The rate.. at Rs 250 per share (which is at 5% project is for BTG package on EPC basis VIEW MORE 1 FEB 2018, 3:08PM premium to current market price of Rs237). for their captive co-generation power plant Dabur India business shines . of 2X65MW. . 29 JAN 2018, 9:34AM Maintain positive view with 16-18% upside for Dabur India

European Medical Agency in favor of Biocon's insulin glargine application VIEW MORE

Biocon gets a positive opinion from European Medical Agency (EMA) for Insulin glargine application, Semglee (partnered with Mylan). VIEW MORE 1 FEB 2018, 2:59PM

Challenging times ahead for GIC 29 JAN 2018, 9:28AM Book out GIC Housing Finance

Rating agency CRISIL has revised its outlook on 18 public sector banks 1 JAN 2018, 1:02PM VIEW MORE

1 JAN 2018, 12:44PM

1 JAN 2018, 12:35PM

: Sentimentally positive for banks like Bank : Positive read through for Gayatri Projects Jubilant Foodworks L: Positive read The revision in outlook is primarily driven by the government’s PSB recapitalisation programme; positive read through for the banks of India (Rs2257 crore), IDBI Bank

as it has received new order of Rs583 through for Jubilant Foodworks as it crore from National Highways Authority of largely works on delivery model. . Stellar performance led by inventory gains for Indian Oil Corporation Bank of Maharashtra (Rs650 crore), India (NHAI) under Bharat Mala Scheme.. Central Bank of India (Rs323 crore) and 25 JAN 2018, 2:40PM For Q3FY2018, Indian Oil Corporation Limited (IOCL) reported operating profit of Rs. 13,269 crore (+66.9% y-o-y; +80% q-o-q and substantially above our estimate of Rs. L&T Finance Holdings performs better than expectation in Q3FY18 10,568 crore). Dena Bank (Rs243 crore).. VIEW MORE 1 FEB 2018, 12:12PM (Rs2729 crore), UCO bank (Rs1375 crore),

L&T Finance Holdings (LTFH) has posted strong set of numbers for Q3FY18 as the net interest income was up by 36.1% YoY to Rs.1270.6 crore while the net profit VIEW MORE increased by 41.8% YOY to Rs.384.1 crore and was ahead of our expectations. VIEW MORE 1 FEB 2018, 11:50AM

ICICI Bank reports quality performance in Q3FY18 ICICI Bank has posted in-line operating performance for Q3FY2018. Net interest income (NII) increased by 6.4% y-o-y to Rs. 5,705 crore, while non-interest income 25 JAN 2018, 1:55PM declined by 19.6% y-o-y to Rs. 3,167 crore. ICRA has upgraded the company’s NCD credit rating to IND AAA/stable 1 JAN 2018, 12:28PM 29 DEC 2017, 12:00PM 29 DEC 2017, 11:53AM Positive read through as ICRA has upgraded the company’s NCD credit rating to IND AAA/stable and commercial papers rating to IND A+ VIEW MORE

: Stock to remain in focus as Bharti Airtel VIEW MORE will ink deal with Amazon to bolster 1 FEB 2018, 11:33AM content play in India.. Arvind Ltd. reports stable performance in Q3FY18

Tata Consultancy: Stock to remain in focus as TCS stated to vigorously defend against US lawsuit on alleged antiAmerican bias..

25 JAN 2018, 12:48PM

Oil India Ltd: Sentimentally positive for OIL as it has made 2 hydrocarbon discoveries in the Dumduma Petroleum Mining Lease (PML)..

Raymond reports strong performance in Q3FY2018 Performance largely stable and demerger to enhance shareholder’s value for Arvind Ltd. VIEW MORE Strong performance with double digit revenue growth and operating efficiencies led bottomline to be positive for Raymond. VIEW MORE 1 FEB 2018, 11:24AM

Green shoots seen in domestic market for Larsen & Toubro 25 JAN 2018, 12:40PM

Larsen & Toubro’s (L&T) consolidated net sales were in line with our estimate which increased by 10% YoY to Rs.28,747 crores with robust improvement in execution in Government finalizes Rs 88,000 cr PSU bank recapitalization into public sector banks domestic market and growth in services business. Positive read through for public sector banks (the quantum of infusion is given below) as the move will help banks to address issue of bad loans and provide enough capital VIEW MORE for them to support future growth in lending. 29 DEC 2017, 11:45AM VIEW MORE Indian Oil Corp: Sentimentally positive for

29 DEC 2017, 11:33AM

29 DEC 2017, 11:02AM

Subros Ltd: Positive read through for IOCL as it is to start production of 2nd Subros Ltd. as Rating agency ICRA has 1 FEB 2018, 10:37AM Exide Industries report Q3 results below estimates generation ethanol by using surplus crop reaffirmed it’s A+ ratings for Subros’s NCD 25 JAN 2018, 11:14AM residues and other biomass as feedstock and Bank limits. Eveready industries to form JV with Indonesia’s Universal Wellbeing Lower other income and a higher tax results in PAT coming in below estimates for Exide Industries in the state of Haryana..

: Sentimentally positive as Bank of Baroda has executed a share purchase agreement (SPA) with UniCredit SpA, the AMC and the Trustee.

VIEW MORE Positive read through for Eveready Industries as it will start a company jointly with Universal Wellbeing Pte Ltd. VIEW MORE 1 FEB 2018, 10:05AM

JSW Steel reports strong performance in Q3FY18 25 JAN 2018, 11:03AM

ONGC signs loan agreement with 3 banks Net Revenue rose by a strong 28% YoY to Rs17,861 crore with sales volume growing 12% YoY to 4.03 mn tonnes. Positive read through for ONGC as it has signed loan agreements for Rs7,340 crore with SBI, Rs4,000 crore with ICICI Bank and Rs1,600 crore with Export-Import Bank of VIEW MORE India. VIEW MORE 28 DEC 2017, 11:22AM 31 JAN 2018, 3:43PM

27 DEC 2017, 5:42PM

27 DEC 2017, 5:11PM

Tata Consultancy: Sentimentally negative : Ortel Communications plans to transfer its Poor Kesh King sales marred Q3 performance for Emami read through as this kind of lawsuit has broadband business to a wholly owned 25 JAN 2018, 9:28AM In Q3FY2018, the consolidated revenue (on comparable basis) of Emami grew by 10%, driven by 6% volume growth. earlier been filed on other IT companies. subsidiary Ortel Broadband.. IRB Infrastructure, IRB InvIT: IRB InvIT announces Q3FY2018 results

: Sebi slaps fine on FTIL for changing name to 63 Moons Technologies.

VIEW MORE

distribution of Rs3.0 per unit (Return of 12% annualized since listing at issue price of Rs102) – Positive for both IRB InvIT and IRB Infrastructure VIEW MORE 30 JAN 2018, 10:13AM

HDFC Ltd. updates strong overall results in Q3FY18 25 JAN 2018, 9:26AM We maintain our BUY rating on the stock with a revised PT of Rs2200.

Quess Corp Q3FY2018 results strong with revenues growing by 48.5% yoy VIEW MORE

Positive read through for the stock (also positive for parent company Thomas Cook India) VIEW MORE 30 JAN 2018, 9:55AM

LIC housing Finance reports modest Q3 performance 27 DEC 2017, 5:09PM

27 DEC 2017, 5:06PM

27 DEC 2017, 5:04PM

: Neutral read through as the private sector : The government appears to have turned Prataap Snacks: Positive read through for LIC housing Finance posted modest operating performance with net interest income (NII) down marginally by 0.8% YoY to Rs.923.3 crore. 25 JAN 2018, 9:24AM Ashok Leyland has procured order from VRL logistics to supply 1200 trucks amounting to Rs 350 crore lender announces the acquisition of more down a plea by the Ministry of New and VIEW MORE than 5% stake in One Point One Solutions Renewable Energy (MNRE) to scrap New changes are to benefit and position Ashok Leyland stronger among the competitors. Positive for Ashok Leyland. Limited ('OPOSL'). import duty on solar panels imposed last VIEW MORE year. . 25 JAN 2018, 3:18PM Premiumisation led growth and cost reduction initiatives expands profitability for Crompton Greeves

the stock as launch of sweet snack was considered one of key revenue driver in near to medium term.

Reported revenue rose 7% y-o-y to Rs 938 crore but revenue, adjusted for GST impact, grew 12% led by 23% growth in Lighting Business and 7% growth in Electrical 25 JAN 2018, 9:21AM Consumer Durable (ECD) business Maruti to showcase 18 vehicles in Auto Expo 2018 VIEW MORE he record launches indicate a strong product launch pipeline for market leader which would enable to strengthen its leadership position. Positive read through VIEW MORE 25 JAN 2018, 3:11PM

Robust growth momentum continues for PNB Housing Finance

25 JAN 2018, 9:18AM 27 DEC 2017, 2:04PM 26 DEC 2017, 11:53AM 26 DEC 2017, 11:51AM Wipro to pick up stake in US-based Harte Hanks for $9.9 million PNB Housing Finance (PNBHF) posted a strong performance for Q3FY18 as net interest income increased by 55.1% y-o-y to Rs411.0crores on the back of strong 52.8%

: Andhra Pradesh state plans sops to Rico Auto Inds: This is unlikely to have Welspun Corp: Positive read through as AUM growth y-o-y. Wipro announced it would pick up minority stake in US-based Harte Hanks for $9.9 million (~Rs 65 crore) to strengthen its digital marketing service offerings; Positive read attract Rs 30,000 crore of investments in any impact on the financials of the Welspun Corp announced that it has VIEW MORE through for all stake holders the electric vehicles industry.

company..

received an order for the supply of 1.24 lakh MT pipes..

VIEW MORE 25 JAN 2018, 2:57PM

Biocon reports results above expectations in Q3FY18 24 JAN 2018, 4:44PM

ONGC acquires GAIL’S gas transmission business We have positive view on stock and it is one of our preferred pick. VIEW MORE Positive read through for ONGC as it may acquire GAIL’S gas transmission business with the aim to become largest integrated oil & gas PSU as per media reports. VIEW MORE 24 JAN 2018, 1:06PM

PNB Housing FInance reports strong performance in Q3FY2018 24 JAN 2018, 9:48AM

PNB Housing finance has posted a strong performance during Q3FY18 as the net interest income (calc) jumped by 57.7% YoY to Rs513.6 crore while the net profit JMC Projects bags orders worth Rs 751 crores 26 DEC 2017, 11:44AM 26 DEC 2017, 11:41AM 26 DEC 2017, 11:35AM increased by 57.8% YoY to Rs217.5 crore and was slightly ahead of our estimates. Positive read through for the company which is a subsidiary of Kalpataru Power Transmission, bags orders worth Rs 751 crores. Eicher Motors: Positive read through as it Havells India: Positive read through as Wipro Ltd: Stock to remain in focus as VIEW MORE would help to push the sales of the VIEW MORE

Havells India repositions Standard as a ‘value for money’ brand, eyes tier II to V markets..

motorcycle..

Wipro has made a strategic investment of $2.05 million in this tranche, taking total investment to $4.05 million..

24 JAN 2018, 12:59PM 24 JAN 2018, 9:43AM Positive viewpoint for Can Fin Homes in place despite moderate growth outlook

Wipro wins multi-year business process services contract from Nilfisk

We remain positive on the stock and expect an 18-20% potential upside from current levels. Positive read through as the company won a multi-year business process services engagement with Nilfisk. VIEW MORE VIEW MORE 24 JAN 2018, 12:42PM 24 JAN 2018, 9:39AM Business traction continues for RBL Bank

Hotel and tourism experts predict better profit margins in 2018 We maintain our Positive view on the stock with a 16-18% upside potential. Positive read through for hotel companies such as Indian Hotels and Taj GVK (also positive for tour operators such as Cox & Kings and Thomas Cook India) VIEW MORE 26 DEC 2017, 11:29AM VIEW MORE Mahi and Mahi: Positive read through for

26 DEC 2017, 11:17AM

26 DEC 2017, 11:10AM

Bharat Heavy Ele: Positive read through M&M as Mahindra two wheelers plans to for BHEL as it bagged an order for 24 JAN 2018, 12:19PM introduce a 650 cc motorcycles under BSA electrics for 25KV AC mainline EMU trains 23 JAN 2018, 4:49PM Robust revenue growth momentum continues for V-Guard Industries brand.. from Indian Railways against international Can Fin Homes: Q3FY18 results first cut - Performance in-line with expectations We continue to retain Buy on the stock with PT of Rs. 265 competitive bidding..

LandT: Larsen & Toubro gets Delhi Expo Centre phase-I contract for Rs 2,790 crore..

Can Fin Homes (CANFH) has delivered in-line performance for Q3FY18 VIEW MORE VIEW MORE 24 JAN 2018, 12:10PM 23 JAN 2018, 4:49PM Sharekhan Stock idea: Petronet LNG

Can Fin Homes: Q3FY18 results first cut - Performance in-line with expectations Sharekhan recommends buying Petronet LNG with a target price of Rs. 320. Can Fin Homes (CANFH) has delivered in-line performance for Q3FY18 VIEW MORE VIEW MORE 26 DEC 2017, 11:07AM

21 DEC 2017, 5:11PM

21 DEC 2017, 2:00PM

: Positive read through as Tata Motors to 23 JAN 2018, 11:25AM 23 JAN 2018, 4:49PM Wipro - Q3FY18 Result update invest Rs 1500 Crore in new product

Gayatri Projects: Gayatri Projects has secured a Rs.1339.00 cr contract in joint Can Fin Homes: Q3FY18 results first cut - Performance in-line with expectations development.. Venture with M/s. Public Joint Stock Missing trigger, maintain Reduce Can Fin Homes (CANFH) has delivered in-line performance for Q3FY18 Company ' Kyivmetrobud' i.e Gayatri-KMB VIEW MORE (JV), from National Highways Authority of VIEW MORE India..

SQS India BFSI: Assystem Services made an open offer to acquire 27.82 lakh shares, or 26% stake at Rs 475.27 each..

23 JAN 2018, 11:14AM 23 JAN 2018, 11:19AM GNA Axles - Viewpoint

Tata Motors JLR to cut production at Halewood plant on account of weak demand GNA Axles (GNA) reported a strong set of numbers for Q3FY2018 aided by an impressive topline growth of 41% y-o-y to Rs. 167 crore, ahead of our estimates of Rs. 142 A negative read through for Tata Motors as production cuts would take take place in Q2CY2018 crore. VIEW MORE VIEW MORE

23 JAN 2018, 11:19AM 21 DEC 2017, 1:55PM 22 JAN 2018, 1:38PM

21 DEC 2017, 1:50PM

21 DEC 2017, 1:49PM

HSIL commences its first phase Reliance Com: Stock to remain in focus as Hero MotoCorp: Positive read through for GNA Axles report higher than expected results in Q3FY2018 lenders are said to meet as early as this Hero Motocorp as the company is set to Positive read thru for HSIL We currently have Positive view on the stock. week to decide on converting part of the launch refreshed variants of Splendor and VIEW MORE VIEW MORE debt owed to them into equity.. Passion motorcycles..

Kridhan Infra: The QIP committee of the company has authorized opening of the QIP on December 20, 2017 and closure on December 26, 2017 with the floor price of Rs102.82 per equity share (CMP is Rs122.95)..

23 JAN 2018, 11:18AM 22 JAN 2018, 1:06PM

Ashok Leyland to invest Rs 400 cr in new LCV platform and doubling capacity JP Associates reports improved performance in Q3FY2018 The company aims for robust growth in both domestic and exports which is a positive read through for all the stake holders. Loss narrows down due to improved operational performance of cement, construction and real estate divisions. VIEW MORE VIEW MORE

23 JAN 2018, 11:17AM 22 JAN 2018, 12:52PM

Bajaj Corp introduces its newest product in the domestic market Jubilant Foodworks reports stellar performance in Q3FY2018 21 DEC 2017, 1:47PM

21 DEC 2017, 1:46PM

21 DEC 2017, 1:45PM

focus as Tanzania lays ownership claim to Bharti Airtel's local unit..

: Positive read through Dalmia Bharat for as Murli Industries has an integrated cement plant of 3 million tones..

Positive read through for the stock as the company has launched new products in its portfolio after 4-5 years Stellar performance driven by robust SSSG for Jubilant Foodworks. Balkrishna Ind: M&M, Balkrishna Bharti Airtel: Bharti Airtel stock to remain in

Industries: to turn ex-bonus in the ratio of VIEW MORE VIEW MORE 1:1 effective today. .

23 JAN 2018, 11:16AM 22 JAN 2018, 12:27PM

Indian economy expected to grow by 7.3 per cent for the next financial year Kewal Kiran Clothing report flat revenue in Q3FY2018 International Monetary Fund and World Bank have revised their forecast for global growth for 2018 and 2019 Sales volume yet to pick up for Kewal Kiran Clothing as revenue stood flat, margin expansion led to double digit growth in PAT VIEW MORE VIEW MORE

23 JAN 2018, 11:15AM 22 JAN 2018, 12:18PM

IOCL considering issue of bonus shares Biocon scaling new heights The Board of Directors to commence meeting on 30th January, 2018; positive read through Maintain positive view for Biocon as it delivers delivers strong 38.3% returns in less than two months. 21 DEC 2017, 1:42PM VIEW MORE VIEW MORE : The government has 7,446 Mhz of

21 DEC 2017, 1:41PM

21 DEC 2017, 12:59PM

Bharat Petroleum: Positive read through for BPCL is GAIL or Oil India is merged with it..

IVRCL: Positive for IVRCL as the company divests entire stake in two subsidiary companies at an aggregate enterprise value of Rs726.18.

spectrum available for telecom services, of which over 80% is in two new spectrum 22 JAN 2018, 11:49AM 22 JAN 2018, 12:10PM HCL Technologies reports positive revenues in Q3FY18 bands identified for mobile telephony. . Bharti Airtel reports impressive margin execution in Q3FY18

Positive revenue surprises, stable operational performance: HCL Tech has reported better-than-expected revenue performance, with 3.3% sequential growth on CC basis Consolidated revenue of Bharti Airtel (Airtel) declined by 6.6% on a sequential basis (down 12.7% y-o-y) to Rs. 20,388 crore in Q3FY2018. to $1,991.7 million, ahead of our expectations of 2.6% growth. VIEW MORE VIEW MORE 22 JAN 2018, 11:31AM 22 JAN 2018, 10:35AM HDFC Bank report strong operational performance in Q3

Future Retail to acquire Travel News Services

The operational performance of HDFC Bank was yet again strong and in line with expectations in Q3FYFY18. Net interest income (NII) grew by 24% YoY to Rs.10314 Positive read through for the Future Retail as it will acquire Travel News Services for Rs 100 crore, will Future Retail to expand its presence at airports, metro stations and crore, while non-interest income jumped by 23% YoY to Rs.3,869 crore. universities (majority of retail outlets of TNSI and TNSI Retail) VIEW MORE 21 DEC 2017, 12:53PM VIEW MORE

21 DEC 2017, 12:45PM

20 DEC 2017, 3:17PM

Varun Beverages Ltd: Positive read Jyothy Laboratories: Positive read through Bank of India: Negative read through for through for the stock as Company will be a for the company as it is planning a series BOI as it will put restrictions on its lending 22 JAN 2018, 11:12AM franchisee for PepsiCo products across 20 of new launches in ayurveda which will activities. 22 JAN 2018, 9:47AM Reliance Industries report robust core business performance Maruti Suzuki to launch 4 new products in the next 12-18 months States and 2 Union Territories of India.. lead to the company more than doubling Telecom continue to surprise positively. Marginally higher operating profit led by slight beat in petchem EBIT margin for Reliance Industries. its revenues.. Positive read through as the company to launch 4 new products in the next 12-18 months. VIEW MORE VIEW MORE 19 JAN 2018, 2:59PM 22 JAN 2018, 9:40AM Soft quarter for Bharti Airtel

ONGC to acquire government’s 51.11% stake in HPCL Cut in IUC rates impacted India business, though Africa business continues to perform well. We have a Buy rating on the stock. We would update with a detailed note post Positive read through for ONGC and negative for HPCL as ONGC to acquire government’s 51.11% stake in HPCL for Rs36,915 crore (14% premium to HPCL’s last closing con-call. price). VIEW MORE VIEW MORE 20 DEC 2017, 3:12PM

20 DEC 2017, 2:56PM

20 DEC 2017, 2:07PM

HDFC Bank: Positive read through for MBL Infrastructures: Positive read through 19 JAN 2018, 2:49PM HDFC Bank as a maximum of Rs.8500 cr for MBL Infrastructure as the promoter is 22 JAN 2018, 9:25AM Q3 earnings affected by higher opex for UltraTech Cement shall be raised by preferential allotment to eligible to bit for its assets.. Dr Reddy gets a civil penalty of Rs 32 cr Earnings affected by higher opex despite sharp ramp up of acquired assets. We maintain our Hold rating on the stock. HDFC Ltd. .

Emami Infrastructure: Stock to be in focus as the meetings of the Equity Shareholders and the Unsecured Creditors of Zandu Realty was directed to Sentimentally negative for the company as it gets a civil penalty of Rs 32 crore ($5 million) by the US federal court for distributing prescription drugs in blister packs that be convened by the National Company VIEW MORE were not child resistant. Law Tribunal. VIEW MORE 19 JAN 2018, 2:37PM

Strong all-round performance in Q3 for Yes Bank 22 JAN 2018, 9:03AM

Government considers to raise the equity investment limit for the EPFO to 25% Considering the strong overall performance and positive outlook, we have upgraded our rating to Buy, with a revised price target (PT) of Rs. 410. VIEW MORE Sentimentally Positive for the markets as the move could lift EPFO's annual equity allocation to as much as Rs 50,000 crore over time, if the proposal is accepted. VIEW MORE 17 JAN 2018, 12:33PM 20 DEC 2017, 1:56PM

20 DEC 2017, 12:55PM

20 DEC 2017, 12:42PM

Ashok Leyland is the key beneficiary of the CV upcycle : TRAI has issued a consultation paper to Tata Motors Ltd: Positive read through as 19 JAN 2018, 1:07PM review the current regulatory framework Tata Ace is getting ready for a modern Alembic Pharma to have a board meeting to consider buyback Retain Buy with a revised PT of Rs. 157. and guidelines for issuing licences to avatar more than a decade after its VIEW MORE Stock to remain in focus as Alembic Pharma to have a board meeting on Jan 23, 2018 to consider buyback. television channels.. launch..

Info Edge (India): Positive read through for Info Edge as the company buys minority stake in education startup named International Educational Gateway..

VIEW MORE 16 JAN 2018, 11:53AM

Merger strategically positive for Capital First 19 JAN 2018, 1:05PM

GST rates on Pesticides and Phosphoric acid reduces to 12% Downgrade to Hold due to near-term challenges for Capital First VIEW MORE GST rates on Pesticides and Phosphoric acid reduced from 18% to 12%. Positive for PI Industries, Insecticides, Rallis, Coromandel International amongst others. VIEW MORE 16 JAN 2018, 11:26AM

Mixed bag performance for Federal Bank 19 JAN 2018, 12:57PM 20 DEC 2017, 12:39PM

20 DEC 2017, 12:33PM

20 DEC 2017, 12:31PM

GST rate for drip irrigation system reduces to 12% For Q3FY2018, performance of Federal Bank was mixed bag with Strong Net interest income (NII) growth of by 20% YoY in Q3FY2018 but high slippages. Welspun India: Positive read through for GMR Infrastructure L: Positive read Indian Bank: The board of Indian Bank has long term for Welspun India as it develops through for the stock as the company has accorded approval to the Bank to raise Positive for Jain Irrigation as GST rate for drip irrigation system including laterals, sprinklers to be reduced from 18% to 12%. VIEW MORE technology to track source of cotton – this informed that the EPC project has been VIEW MORE is done after the company faced the brunt formally awarded to the consortium after 12 JAN 2018, 2:36PM when a large customer terminated a evaluation by the Bid committee. Strong revenue growth partially offset by higher opex for Shree Cement contract following mislabelling of 19 JAN 2018, 12:55PM provenance of fibre in certain PAT up 41.6% YoY led by lower depreciation and interest cost for Shree Cement Revision on GST rates to be effective from 25th January consignments..

equity capital up to Rs7,000 Cr.

VIEW MORE According to the latest meet of GST council, there are few changes with respect to the GST rates. Below are some of the changes to be effective from 25th January, 2018. VIEW MORE 12 JAN 2018, 2:31PM

Q3FY18 stable quarter for TCS 19 JAN 2018, 11:23AM

GST rate on construction of metro and monorail projects to 12% We maintain our Hold rating on the stock with a revised price target of Rs.2,950 20 DEC 2017, 12:26PM

20 DEC 2017, 11:10AM

19 DEC 2017, 12:13PM

Kalpataru Power: The management of Kalpataru Power Transmission’s (KPTL’s) to get updated on the current operations and outlook of the company.

Eros International M: Stock to remain in focus as Eros International has signed a four-film co-production deal with production house Drishyam Films..

VIEW MORE Positive for EPC players like Gayatri Projects, Sadbhav Engineering, L&T, KNR Constructions

: Automotive industry aims for 40% VIEW MORE electrification for cars by 2030 and to achieve all electric fleet by 2047. 12 JAN 2018, 12:13PM IndusInd Bank's performance lacks the zing 19 JAN 2018, 11:18AM

GST council has reduced GST rate on services We maintain our Positive stance and expect a potential 15-18% upside from current levels. VIEW MORE Positive for Wonderla Holidays and Adlabs Entertainment VIEW MORE 11 JAN 2018, 11:03AM

Birla Corporation is catching up with the bigger league 19 JAN 2018, 9:53AM

GST tax rate on domestic LPG cut to 5% We have a positive view on BCL and expect 18-20% upside potential from current levels. VIEW MORE Positive read through for Reliance Industries as GST tax rate on domestic LPG by private companies has been cut to 5% from 18% earlier. 19 DEC 2017, 12:10PM VIEW MORE

19 DEC 2017, 12:06PM

19 DEC 2017, 11:57AM

Orchid Pharma: Negative read through for Gandhi Special: Positive read through for Bharti Airtel: Kenya court exempts Airtel Orchid Pharma as it sold 0.9% equity at Gandhi Special Tubes gets approval to from $20m payment to regulator. Stable performance in a seasonally weak quarter for IT sector 19 JAN 2018, 9:17AM Rs.18.55 each.. buy back 8.8 lakh shares.. The September-December quarter has seasonally been a weak quarter for IT companies, owing to furloughs and holidays in the U.S. Torrent Pharma acquires US based Bio-pharm Inc 8 JAN 2018, 12:22PM

VIEW MORE Positive read through for Torrent Pharma as it acquires US based Bio-pharm Inc, a generic pharmaceutical and OTC company VIEW MORE 8 JAN 2018, 12:06PM

The next level of growth for Arvind Limited 19 JAN 2018, 9:14AM

Biocon announces a global partnership with Sandoz We maintain our Buy recommendation on the stock with an unchanged price target of Rs. 500. VIEW MORE We have a positive view on the stock and it is one of our preferred pick in the large-cap pharma space. VIEW MORE 5 JAN 2018, 10:22AM 19 DEC 2017, 11:35AM

19 DEC 2017, 11:25AM

19 DEC 2017, 11:18AM

Book profit for Ashoka Buildcon Limited Punj NationlBak: Positive read through for Sadbhav Engineering: Positive read 17 JAN 2018, 4:18PM Punjab National Bank as it allotted 29.76 through for the stock as the company Strong quarter for Zee entertainment Delay in order intake and project-specific issues may weigh heavy for Ashoka Buildcon. lakh equity shares at a price of Rs.168 per receives Provisional certificate for VIEW MORE Ads revenues rebound impressively for Zee entertainment share to Qualified Institutional Buyers.. completion of Mysore-Bellary Highway..

GAIL (India) Ltd: Any break through to revise pricing terms would be significant positive for GAIL.

VIEW MORE 4 JAN 2018, 11:54AM

NMDC reaping benefits from near-term supply glut 17 JAN 2018, 3:54PM

Tata Motors launches a new range of Range Rover Evoque We advise investors to book profit at the current juncture with 26% gain over a span of three months and wait for a better entry point. VIEW MORE Positive read through for Tata Motors as it launches a new range of Range Rover Evoque priced at Rs 50.2 lakhs in India. VIEW MORE 4 JAN 2018, 11:51AM

Ratnamani Metals & Tubes has robust earnings visibility 17 JAN 2018, 12:27PM 18 DEC 2017, 1:05PM

18 DEC 2017, 12:53PM

18 DEC 2017, 12:47PM

J B Chemical gets EU regulatory GMP approval We maintain our Buy rating with a revised price target of Rs1,250.

Container Corpor: Positive read through Quess Corp: Positive read through for Mahi and Mahi: Positive read through for VIEW MORE Positive for J B chemical as J B Chemical gets EU regulatory GMP (Good Manufacturing Practice) approval for its formulations manufacturing facility at Panoli. for the Concor and Andhra govt sign nonQuess Corp and Thomas Cook for a long Ssangyong Motor Company as the board binding MoU. term.. of the company is expected to meet in VIEW MORE early 2018.. 2 JAN 2018, 9:48AM

Can Sun shine again in 2018? 17 JAN 2018, 9:52AM

Sun Pharma recently announced that the USFDA has accepted its New Drug Application (NDA) for OTX-101 (cyclosporine A, Ophthalmic solution), marking an important Symphony receives wall mounted air cooler patent developmental milestone for Sun Pharma’s dry eye candidate. Positive read through as Symphony receives patented in South Africa for wall mounted air cooler. VIEW MORE VIEW MORE 1 JAN 2018, 12:18PM 17 JAN 2018, 9:49AM Stock moved by ~14% in the past 45 days for Jyothy Laboratories

Gartner says global IT spends to touch $3.68 trillion this year

Downgrade to Hold for Jyothy Laboratories 18 DEC 2017, 12:44PM 18 DEC 2017, 12:38PM Positive read-through for Indian IT companies as global IT spends to touch $3.68 trillion this year.

JMC Projects: Positive for JMC Projects VIEW MORE VIEW MORE and Kalpataru Power as JMC Projects

18 DEC 2017, 12:35PM

Bharat Heavy Ele: Positive news for BHEL as the company wins EPC contract worth Rs7300 crore for 1,320 MW Supercritical Power Project in Tamil Nadu..

Bank of India: Sentimentally Positive, as the bank’s selling strategic investments will strengthen its capital adequacy..

secures micro irrigation projects order 1 JAN 2018, 12:13PM worth Rs451Cr in MP.. 17 JAN 2018, 9:46AM Supreme Industries well poised to gain market share Reliance Industries to have declared 30% higher refining capacity for its export oriented Jamnagar refinery

Supportive tailwinds, maintain buy for Supreme Industries. Positive read through for RIL as the company is believed to have declared 30% higher refining capacity for its export oriented Jamnagar refinery to 35.2mtpa from capacity VIEW MORE of 27mtpa of petroleum planning and analysis cell (PPAC) VIEW MORE 27 DEC 2017, 12:30PM

ZEE Entertainment revenue growth back on track 17 JAN 2018, 9:42AM

GAIL renegotiates long-term LNG deal with Gazprom We maintain our Buy rating with a revised price target of Rs. 650. VIEW MORE Positive read through as GAIL renegotiated long-term LNG deal with Gazprom. 18 DEC 2017, 12:27PM

18 DEC 2017, 12:01PM

18 DEC 2017, 11:52AM

VIEW MORE Raymond Ltd: Positive read through for

Mahi and Mahi: Positive read through for SandP BSE_IT: The USA may stop Raymond as the company launches Linen M&M as Mahindra Intertrade plans to set spouses of H-1B visa holders from working 27 DEC 2017, 12:26PM Attractive performance in a fast-growing segment for Can Fin manufacturing plant at Amravati for Rs 250 up auto shredding project in JV with – this move could deter some H-1B visa 17 JAN 2018, 9:38AM crore that will cater to the company's own MSTC.. holders from staying in the USA if their Sun Pharma gets a license to sell the generic version of Linzess Strong player to capture growth in the affordable housing finance segment. brands (70%), domestic and international spouses are not permitted to work there. VIEW MORE Sentimental Positive for Sun Pharma as it gets a license to sell the generic version of Linzess (Linaclotide capsules – used to treat bowel conditions) in US from Feb 01. markets.. VIEW MORE 26 DEC 2017, 10:54AM

KNR Constructions spiked over 50% in the past 2 months 16 JAN 2018, 3:00PM

Healthy operating performance for Network 18 Media We downgrade our view on the stock to Neutral from Positive. VIEW MORE During Q3FY2018, Network 18 revenues were down by 1.9% yoy to Rs366 crore. VIEW MORE 18 DEC 2017, 11:07AM 26 DEC 2017, 10:39AM

15 DEC 2017, 3:16PM

15 DEC 2017, 3:08PM

PVR Ltd: Positive read through for PVR as Gulf Oil Lubricants: Positive read through New product launches to enable SFL to outpace industry growth 16 JAN 2018, 2:56PM the company plans to add 60 screens in for Gulf Oil Lubricants India. . Stable operating performance for TV18 broadcast We reiterate our Positive view on the stock and believe that it can generate 15- 16% returns in the next 6-8 months. H2FY18, hit 1,000 mark by FY22. .

Tech Mahindra Ltd: Positive read through for Tech Mahindra as the company is in the process of developing blockchain technology for vehicle registration..

VIEW MORE Net profit marred by higher taxation seen in TV18 Broadcast Q3FY18 earnings update VIEW MORE 21 DEC 2017, 12:20PM

AIA Engineering (AIA) delivered stellar returns of 23% 16 JAN 2018, 10:34AM

Tech Mahindra partners Israel's ContextSpace Book profits, as valuations limit upside for AIA Engineering VIEW MORE Positive read through as Tech Mahindra partners Israel's ContextSpace for cybersecurity VIEW MORE 21 DEC 2017, 12:16PM

ARBL to continue outpacing the battery industry’s growth 15 DEC 2017, 3:06PM 15 DEC 2017, 2:55PM

15 DEC 2017, 2:45PM

16 JAN 2018, 10:13AM

: Positive for ABB India as the company IDBI Bank Ltd: Sentimentally positive for Margin improvement on cards; Expect double-digit earnings growth to resume from H2FY2018. Bharat Bijlee receives ~ Rs 47 crore from MIDC

Bharti Airtel: The flow of cooking gas subsidy into Airtel Bank accounts has accelerated with cumulative subsidy deposited in these accounts rising to Rs 168 crore at November-end from Rs47 Cr three months ago..

bags orders for an automation and electrical system.

IDBI Bank as Rating Agency Fitch has placed IDBI Bank under rating watch evolving and said that it sees a potential of VIEW MORE upward movement in its viability rating by 19 DEC 2017, 11:30AM at least a notch.. Chembond chemicals plan to scale-up biobased polyamide production VIEW MORE Positive read through Bharat Bijlee receives ~ Rs 47 crore from MIDC towards cost of acquisition of land

16 JAN 2018, 9:29AM

BSE approves Buyback proposal Positive read through for the stock as a positive development of the company is seen. VIEW MORE Positive read through as BSE approved the Buyback proposal for purchase by the company of its fully paid-up equity shares from the shareholders. VIEW MORE 19 DEC 2017, 11:02AM

Execution headwinds to keep production range bound 16 JAN 2018, 9:19AM

Lupin to launch regular products every 3-4 months Production shows signs of revival but remains range bound for Selan Exploration Technology. 15 DEC 2017, 12:36PM

15 DEC 2017, 10:32AM

15 DEC 2017, 10:17AM

VIEW MORE Positive read through for Lupin as it plans to come up with regular product launches every 3-4 months and aims to be present across all the major OTC product categories. Godrej Industries Lt: Godrej Properties, SandP BSE_Bankex: Negative read thru SandP BSE Auto: Positive news for Tata

Godrej Agrovet to incorporate/acquire new subsidiaries – positive read through for the 19 DEC 2017, 10:56AM stock. Relaxo Footwear has a strong run up in a short span

as this may keep the provision requirement somewhat elevated in the next two quarters as well..

VIEW MORE

Motors, Ashok Leyland and Eicher Motors as MHCV sales growth to be strong in December 2017 due to pre-buying ahead of mandatory A/C/Ventilation norms..

12 JAN 2018, 11:37AM

Danone to exit dairy business in India Stock price run-up by 24% in a short span for Relaxo Footwear VIEW MORE Positive read through for Britannia, Nestle, Amul, Parag Milk Food as Danone’s exit will reduce competition in the dairy segment. VIEW MORE 18 DEC 2017, 11:10AM

UPL Ltd attractive valuation, growth concerns overdone 12 JAN 2018, 10:57AM

Volume growth stood ahead of expectation for Bajaj Corp Maintain Buy with a PT of Rs. 980 as we expect revenue and PAT to report a 12% and 18% CAGR over FY2017-FY2019E. VIEW MORE Bajaj Corp Q3FY18 revenue came in at Rs. 197.3 crore, up 5.9% YoY led by 8.2% volume growth in the domestic business. 14 DEC 2017, 2:11PM VIEW MORE Tata Consultancy: Positive read-thru for 18 DEC 2017, 10:56AM TCS as it has set up operation under this

Maruti Suzuki India getting bigger and stronger scheme. .

14 DEC 2017, 2:07PM

14 DEC 2017, 2:03PM

PVR Ltd: Positive for the stock as PVR invests Rs. 70 cr in the next 2 years..

MEP Infrastructure: Positive read through for the stock as the authority has paid the first Milestone payment of 20% of the progress for the project..

12 JAN 2018, 10:21AM

MEP Infrastructure Developers achieves milestone 1 MSIL ramping Gujarat production on robust demand.

Positive read through for the stock as the total bid cost is Rs.604 crore and have received Rs 46 crore towards the first milestone achievement from National Highways VIEW MORE Authority of India (NHAI) VIEW MORE 15 DEC 2017, 12:00PM

Grasim's VFY business shows improvement in growth prospects 12 JAN 2018, 10:04AM Grasim Industries: Prudent asset-light expansion in VFY division; Retain Buy with a revised PT of Rs. 1,380

India's domestic air passenger traffic grew by 16.4% VIEW MORE

Positive read through for Indigo Airlines, SpiceJet and Jet Airways. VIEW MORE 14 DEC 2017, 1:55PM 15 DEC 2017, 11:57AM

13 DEC 2017, 3:17PM

13 DEC 2017, 3:15PM

: Sentimentally positive for Indian Hotels Indian Oil Corp: The company has said NTPC: The power plants will be in Bihar. Cement players breathe sigh of relief as the clause will reduce the number of that all the units at the refinery are working 12 JAN 2018, 9:57AM The Supreme Court of India has decided to exclude cement companies from the purview of ban on usage of petcoke in the three northern stares of Uttar Pradesh, bidders in the list and Indian Hotel’s normally. Crisil expects motorcycle sales to remain strong Haryana and Rajasthan and has directed the government to formulate a policy for the implementation of the above decision. probability of winning the bid stands high VIEW MORE Positive read through for Hero Motcorp, Bajaj Auto and TVS Motors due to its lean balance sheet . VIEW MORE 14 DEC 2017, 1:11PM

Improved earning growth prospects for ONGC 12 JAN 2018, 9:34AM

Shree Cements agrees to acquire a 92.83% stake in Union Cement Co. Upside of 18-20% expected from current levels is expected Positive read through for the stock as Shree Cements agrees to acquire a 92.83% stake in Union Cement Co. PSC, a United Arab Emirates-based firm, for an enterprise VIEW MORE value of USD 305.24 million (Rs1,945 crore). VIEW MORE 14 DEC 2017, 12:59PM 13 DEC 2017, 3:12PM Teva drops Copaxone generic suit against Mylan

13 DEC 2017, 3:06PM

13 DEC 2017, 1:00PM

Infosys: Positive read through as it would Punj Lloyd: Positive for Punj Lloyd as the 2 InterGlobe Aviation: The proposed selling 11 JAN 2018, 9:47AM 18-20% upside over next 6 months is expected. offer business process management orders are worth Rs. 276 cr awarded by of shares is likely to put pressure on stock Private equity funds are in initial talks to buy Canara Bank expertise in finance, accounting and Gail.. price on the designated days.. VIEW MORE procurement domains on Tradeshift's Positive read through as private equity funds including TPG Capital Management, Bain Capital and Baring Private Equity Asia are in initial talks to buy Canara Bank’s stake in Can Fin Homes cloud-based platform.. 14 DEC 2017, 12:54PM VIEW MORE

Favourable winds, upgrade to buy for Bharti Airtel Upgrade to buy with price target of Rs. 600 11 JAN 2018, 9:27AM VIEW MORE ICRA expects strong 10% growth for tyre sector

Positive read through for MRF, Apollo Tyres, Ceat and JK Tyres. 13 DEC 2017, 12:16PM VIEW MORE

Rico Auto Industries: Strong order book improves earnings visibility 13 DEC 2017, 12:56PM Order wins of Rs. 1,900 crore to bolster topline

13 DEC 2017, 12:53PM

13 DEC 2017, 12:47PM

11 JAN 2018, 9:04AM NMDC Ltd: Neutral read through for VIEW MORE Bajaj Auto relaunches "Discover"

Bajaj Auto Ltd: Bajaj Auto has launched Ashok Leyland: Positive read through for NMDC with NCL planning to start mining the Black Pack edition to mark 1 crore unit Ashok Leyland as this new development operations in FY2019. sales of Bajaj Pulsar motorcycles will include left hand driving trucks to tap Positive read through as Bajaj Auto relaunches “Discover” motorcycles and eyes 15% market share in executive segment within one year. worldwide. the potential export markets.. 13 DEC 2017, 12:06PM VIEW MORE Sadbhav Engineering: Strong growth outlook intact Sadbhav Infrastructure Project recently has been declared L1 (lowest bidder) for four laning of Dangiywas to Jajiwal section in Rajasthan Hybrid Annuity Project. 11 JAN 2018, 8:55AM VIEW MORE Maruti Suzuki has announces a price hike ranging from Rs 1,700 to Rs 17,000

Positive read through as Maruti Suzuki announced a price hike ranging from Rs 1,700 to Rs 17,000 (about 0.5% to 1%) across all the models to pass on the rise in commodity, administrative and distribution cost. 12 DEC 2017, 10:27AM

Rico Auto Industries: Conference call highlights VIEW MORE

Rico Auto Industries has bagged new orders worth Rs.1900 cr with a project life of about 5-6 years. VIEW MORE 13 DEC 2017, 12:42PM 10 JAN 2018, 6:08PM

12 DEC 2017, 2:34PM

12 DEC 2017, 2:25PM

Alkem gets Establishment Inspection Report (EIR) Ashok Leyland: Positive read through for ONGC: Sentimentally positive for these Den Networks Ltd: Funds are upgraded Ashok Leyland as it introduces 4 new companies as they received the license for based on long term rating to A from A-.. Positive read through for Alkem as Alkem gets Establishment Inspection Report (EIR) for Baddi plant (which was issued form 483 with 2 observations during inspection in 12 DEC 2017, 10:19AM models and commences delivery of 3,600 block 32 in Israel as per Israel's Petroleum September 2017). Dabur India- healthy option with better growth prospects vehicles.. council.. VIEW MORE Positive viewpoint on the stock with 16-18% upside. VIEW MORE 10 JAN 2018, 9:57AM

US says no change in H-1B visa extension policy 11 DEC 2017, 12:02PM

Sentimentally positive read through for IT Sector M&M to provide electric vehicle technology to subsidiary Ssangyong VIEW MORE Positive read through for M&M as it enhances EV production in domestic market. VIEW MORE 10 JAN 2018, 9:47AM 12 DEC 2017, 12:12PM 12 DEC 2017, 11:53AM Telecom Commission accepts Trai proposal to raise spectrum cap for telcos

12 DEC 2017, 11:29AM

11 DEC 2017, 11:37AM : Positive read through as the land assets

LandT Infotech: L&T Infotech completes Positive read through for Idea, will further accelerate the process of merger with Vodafone. Protest by fringe parties for construction of Kochi-Mangalore will be listed as a separate company.. acquisition of 100% stake in Syncordis SA.

GNA Axles: Positive read through for GNA Axles as the production will boost revenues going ahead..

VIEW MORE Sentimentally negative for Petronet LNG as protests for construction of Kochi-Mangalore pipeline takes place. VIEW MORE 10 JAN 2018, 9:41AM

ONGC has been approved for the proposed acquisition of Government's 51.11% stake in HPCL 11 DEC 2017, 11:00AM

Positive read through for ONGC (also crude oil at 3 years high provide positive tailwinds for the company, we have a positive viewpoint on the ONGC) Stock update for Federal Bank VIEW MORE Federal Bank stock update - Attractive business franchise as correction provides opportunity VIEW MORE 10 JAN 2018, 9:38AM

Groupe PSA and Marks & Spencer tie up with TCS for smart cars and technology savings, respectively 8 DEC 2017, 11:08AM Positive read through for TCS 12 DEC 2017, 11:08AM ION Exchange set for a big leap

12 DEC 2017, 10:53AM

12 DEC 2017, 10:40AM

Freshtrop Fruits: Positive read through for the stock as the company products will be available by end of FY18.. VIEW MORE

Asian Paints Ltd: Positive read through for the stock as the company is focusing on gaining good share in unorganised kitchen infra market.. 10 JAN 2018, 9:35AM Government may give a green for 100% FDI in branded retail

Tata Motors Ltd: Positive read through for Tata Motors as the company expects to launch the new model to drive the demand for cars..

VIEW MORE ION Exchange (India) Ltd: Viewpoint – Set for a big leap

8 DEC 2017, 11:03AM

Stocks to be in focus - Future Lifestyle, Arvind, Raymonds and Aditya Birla Fashion IRB Infrastructure Developers- retain buy with PT of Rs. 270 VIEW MORE IRB Infrastructure Developers: Reopening old wounds; Retain Buy with a revised PT of Rs. 270 VIEW MORE 10 JAN 2018, 9:30AM

Infosys sees a lower tax rate after signing pact with US IRS 7 DEC 2017, 10:44AM

Positive read through, also sentimentally positive for other IT companies given the improving clarity over US tax reforms implications Rico Auto Industries' growth acceleration from H2FY2018 VIEW MORE Rico Auto Industries: Stock Update - Weak quarter but growth to accelerate from H2FY2018. 11 DEC 2017, 12:14PM 11 DEC 2017, 12:10PM

11 DEC 2017, 12:05PM

Tata Chemicals: Positive development for : Neutral on OMCs as they do not bear the company as it sold urea business to subsidy on LPG.. 10 JAN 2018, 9:18AM Yara for Rs. 2670 crore.. Axis Bank on the lookout for acquiring a life insurance business

Tata Motors Ltd: Negative read thru as JLR numbers are marginally below estimates..

VIEW MORE

7 DEC 2017, 10:30AM

Sentimentally Positive for Axis Bank as an insurance arm will be a critical positive addition to its offering. Sentimentally Positive for IDBI Bank, Federal Bank who are Long term growth prospects intact for PI Industries interested in divesting their Insurance JV. Sentimentally Negative for Max Financials. PI Industries stretched valuations caps upside thus long term growth prospects intact VIEW MORE VIEW MORE

10 JAN 2018, 9:14AM Bajaj Auto to launch the new 2018 Discover motorcycle range 6 DEC 2017, 11:17AM

RBI to announce its monetary policy today

The launch is scheduled on 10th January 2018 with a likely starting price of Rs. 50,000. Positive read through for the company. RBI would be announcing its monetary policy on 6th December 2017 and as per the consensus estimates it is expected to maintain status quo on key policy rates. VIEW MORE VIEW MORE 11 DEC 2017, 11:57AM

11 DEC 2017, 11:51AM

8 DEC 2017, 11:54AM

Reliance Inds: Sentimentally positive for Jyothy Laboratories: It plans to raise Rs. ICICI Bank: The digital service allows 9 JAN 2018, 9:35AM Reliance Industries as it will help to 400 crore in form loan through customers to open a PPF account online.. Affordable home-loans next threat to banks 6 DEC 2017, 11:14AM strengthen marketing of its petrochemicals bank/financial institution.. Info Edge’s cutting edge technology beats competition Competitive pressure and larger exposure to the self-employed are the prime reasons for the build-up of stress in the segment – Sentimentally negative in Latin America.. Info Edge (India): Stock update: Signs of improving traction, but priced-in VIEW MORE VIEW MORE

9 JAN 2018, 9:31AM Tata Motors JLR December 2017 global retail sales were flat at 55,697 units (as against expected growth of 4-5%) 6 DEC 2017, 11:11AM

Bata India stock corrected by 11% from its high

Sales resulted below expectations, negative read through for Tata Motors Bata India: Viewpoint - Doors open for new entrants VIEW MORE VIEW MORE

9 JAN 2018, 9:28AM 8 DEC 2017, 11:50AM IDFC Bank in talks to acquire Capital First 5 DEC 2017, 11:41AM Bharti Airtel: Positive read through for

8 DEC 2017, 11:44AM

8 DEC 2017, 11:32AM

TI Financial Holding: Tube Investments to acquire two-cycle companies in Sri Lanka.

TVS Motor Co Ltd: Positive impact for TVS Auto sales in fast lane led by a low base Bharti Airtel & Idea Cellular as Telcos is Motors as it acquires stake in Ultraviolette Stocks to remain in focus roped in for smart meter connectivity. . Automotive. Automobiles: November 2017 Monthly Sales review - Automobile sales growth gained momentum in November 2017, after growth moderated in October 2017. VIEW MORE VIEW MORE

9 JAN 2018, 9:24AM Unichem Board approves buyback of 2.06 Cr shares 5 DEC 2017, 11:30AM

Biocon's first biosimilar trastuzumab gets USFDA nod

Stocks to remain in focus Biocon: Maintain Positive view. We had initiated a viewpoint on Biocon Limited (Biocon) on November 23, 2017, at the CMP of Rs. 412 (as we highlighted that H2FY2018 VIEW MORE will be eventful as many triggers are lined up), and expected 20% upside in six months. One of the key triggers, i.e. approval of biosimilar trastuzumab has led to a sharp jump in the stock price, giving 25% returns in just 10 days. VIEW MORE 9 JAN 2018, 9:21AM

Road Ministry recommends scrappage scheme for commercial vehical 8 DEC 2017, 11:24AM

8 DEC 2017, 11:19AM

8 DEC 2017, 11:12AM

Positive read through for the automobiles sector if the scheme is accepted 4 DEC 2017, 2:22PM

Tata Motors Ltd: Range Rover Velar is : Positive read through for banking sector Tata Motors sales numbers ahead of estimates priced between Rs. 78.83 lakh and Rs. as highest growth of 9.6% has been VIEW MORE 1.38 crore in India.. recorded since September.. Tata Motors' sales grow 48% yoy led by strong CV demand - .

Emami Ltd: Marks the company’s entry in the fast growing online male grooming segment – positive read through for the company as it will Emami to sell its other male grooming products through ecommerce.

VIEW MORE 8 JAN 2018, 11:27AM

Credit growth in the Banking sector grew in double digits at 10.65% YoY

Credit growth in the Banking sector grew in double digits at 10.65% YoY as per RBI data for the fortnight ended December 23,2017 party due to low base effect 4 DEC 2017, 12:38PM

Infosys share buyback kicks off VIEW MORE

Infosys: stock update : An opportunity to tender shares; Maintain Hold VIEW MORE 8 JAN 2018, 11:24AM

OMCs to discuss possibilities with banks to halve MDR on sale Positive read through for OMCs if there is any reduction in MDR as OMCs to discuss possibilities with banks to halve MDR on sale of petrol and diesel. 4 DEC 2017, 11:21AM

CUMI ramps up capacity to drive sales volume 8 DEC 2017, 8:52AM 7 DEC 2017, 1:50PM VIEW MORE Emami Ltd: Positive read through for the Infosys: Stock to be in focus as Infosys Carborundum Universal Limited: Viewpoint- Abrading ahead company as it will enable Emami to sell its submits settlement plea with SEBI.. VIEW MORE other male grooming products through e8 JAN 2018, 11:12AM Tata Housing and Lodha group files for Jaypee Infratech commerce..

7 DEC 2017, 11:54AM

Quess Corp: Positive read through for Quess Corp and Thomas Cook India as they receive NCLT approval to acquire facility and catering business..

Tata Housing and Lodha group have filed initial bids for Jaypee Infratech, a subsidiary of JP Associates as per media reports. 4 DEC 2017, 11:09AM

Rico Auto's Q2 reports lower than expected results VIEW MORE

Rico Auto Industries: Q2FY2018 Consolidated Results – high raw material cost dents operating margins; Numbers below estimates. VIEW MORE 8 JAN 2018, 11:03AM

CCI has red flagged the Bayer Monsanto deal and has launched a public scrutiny of finer details of the proposed $66-billion Bayer-Monsanto deal, which would create the world’s largest seeds and 4 DEC 2017, 11:01AM pesticide firm. Persistent Systems to focus on new-age technologies VIEW MORE Investor meet takeaways: Persistent Systems focuses on new-age technologies to build digital solutions. We attended Persistent Systems’ (PSL) 8th Investor Day in Pune 7 DEC 2017, 11:30AM 7 DEC 2017, 11:27AM 7 DEC 2017, 11:06AM

on December 1, 2017. The management shared a deep insight into the latest digital transformation that can bring disruption across various verticals and domains.

: Positive read thru for for Banks as the RBI move ensures promotion of digital VIEW MORE 8 JAN 2018, 10:47AM payments.. Shakti Pumps receives a 'Demand Notice'

: Positive read thru for Indian banking sector as overseas branches and subsidiaries have been permitted ECBs of AAA.

IDBI Bank Ltd: Positive read through for IDBI Bank to sell stakes in NSDL.

Sentimentally negative read through as Shakti Pumps receives a 'Demand Notice' in continuation of search- IT Dept demands a payment of sum Rs 14.5cr. 1 DEC 2017, 11:28AM

Petronet LNG favourable after recent correction VIEW MORE

Positive view for stock update of Petronet LNG post recent correction VIEW MORE 8 JAN 2018, 10:31AM

Hero Motocorp to strengthen premium motorcycle Positive read through as Hero Motocorp to strengthen premium motorcycle presence with launch of Xtreme 200 NXT priced at around Rs 90,000. 1 DEC 2017, 11:24AM

Orbit Exports reports flat revenue performance VIEW MORE

Orbit Export’s Q2FY2018 revenue came in flat on a YoY basis at Rs32.7 crore 7 DEC 2017, 10:55AM VIEW MORE 8 JAN 2018, 10:14AM

6 DEC 2017, 2:34PM

6 DEC 2017, 2:32PM

SandP BSE_IT: Positive read-thru for Reliance Com: Fitch drops Reliance Tata Motors Ltd: Positive read through for Eicher Motors to launch 2018 version of Himalayan FI Indian outsourcing companies as these Communications from coverage list. Tata Motors (JLR) as the company has Positive read through as Eicher Motors(Royal Enfield) to launch the updated 2018 version of the Himalayan FI on the 12th January 2018. firms have been facing macro challenges launched a limited edition variant of Range 1 DEC 2017, 11:20AM Petronet LNG - Favourable risk reward post recent correction (include protectionism) in USA . Rover with price starting at Rs 2.8 crore VIEW MORE (ex-showroom) for Indian markets. . India’s strong LNG import growth of 11% y-o-y and 4.2% m-o-m to 1.83mmt in October 2017 is a positive signal towards sustainability of Q2FY2018 volumes of 210tbtu at Dahej terminal 8 JAN 2018, 10:06AM VIEW MORE JK Tyre & Industries aims for double digit growth after disruption in 2017

Positive read through for the company as the target is to double markets share in 2-3 wheeler tyres 1 DEC 2017, 11:02AM VIEW MORE

V-Guard Industries on a strong footing Buy V-Guard with PT of Rs 265 8 JAN 2018, 9:58AM VIEW MORE Jio to reduce tariff by either Rs50 or provide 50% more data 6 DEC 2017, 2:30PM 6 DEC 2017, 2:28PM

6 DEC 2017, 2:26PM

Coromandel Internati: Companies like The Byke Hospitality: Positive read Dalmia Bharat: Dalmia bharat to remain in Negative read through for Reliance Industries, Bharti Airtel and Idea Cellular as this move could keep pressure on ARPU Coromandel International, Chambal 30 NOV 2017, 10:34AM VIEW MORE fertilizers, GNFC, RCF and Zuari agro

through for Byke Hospitality..

focus..

Bajaj Corp's stocks see strong run up chemicals to benefit from reduction in prior Bajaj Corp: Viewpoint – Book profits with 18% gain period subsidy. . 8 JAN 2018, 9:48AM

VIEW MORE Unichem board meeting held to consider buy back of shares

Stock to remain in focus as board meeting to be held on Jan 08, 2018 to consider buy-back of shares 29 NOV 2017, 11:24AM VIEW MORE

Balkrishna Inds delivers stellar returns Balkrishna Industries: Viewpoint - Stellar returns; Book Profit with a handsome 35% gain in 3 months 8 JAN 2018, 9:45AM VIEW MORE JLR UK registrations for December 2017 decline 17%

Negative read through JLR UK registrations for December 2017 decline 17% as against industry decline of 14% 6 DEC 2017, 2:22PM 29 NOV 2017, 11:15AM Dalmia Bharat: Dalmia bharat to remain in VIEW MORE

6 DEC 2017, 8:58AM

6 DEC 2017, 8:52AM

Arvind Ltd: Textile Industry: Foreign Trade Policy - Govt gives Rs 8,500 crore Sentimentally Negative for Glenmark Pharma as USFDA issues Form 483 for Baddi Unit. additional benefit to exporters – though 8 JAN 2018, 9:16AM this is positive for the MSME/labour VIEW MORE Bajaj Auto re-launching the Discover brand incentive sectors like leather, textile, The motorcycle will be initially launched in 110 cc engine priced starting at Rs 50,000 carpets, industry looks forward to some 28 NOV 2017, 10:51AM quick long term solution to the working VIEW MORE McLeod's margins propel as tea prices rise capital blockage with respect to input GST. Positive for Arvind, Welspun India, Trident, McLeod Russel: Viewpoint - Steaming hot; Re-initiate with a positive stance Khadims,Mirza International.. 8 JAN 2018, 9:12AM VIEW MORE Pidilite Industries announces acquires 70% stake in CIPY Polyurethanes Pvt. Ltd

Tata Motors Ltd: Positive news for Tata Motors (JLR) as UK registrations up 9% for November 2017 driven by a strong performance from Land Rover; JLR posts healthy growth despite industry level double digit drop; Numbers better than expected..

Glenmark's Baddi Unit gets USFDA's Form 483 focus..

Positive read through for Pidilite as it Pidilite Industries announced the acquisition of 70% stake in equity shares of CIPY Polyurethanes Pvt. Ltd. 27 NOV 2017, 10:55AM VIEW MORE Skipper marches on higher growth trajectory 5 DEC 2017, 12:45PM

5 DEC 2017, 12:22PM

5 DEC 2017, 12:16PM

Balaji Amines Li: Positive news for Balaji ONGC: Positive read through for ONGC as Eros International M: Eros International Skipper: Q2FY2018 results review - For Q2FY2017, Skipper reported better than expectation topline growth of 32% YoY to Rs519 Crore due to healthy execution in the Amines as this expansion will strengthen its partners in 6 pre-NELP blocks may PLC (parent company of Eros engineering segment. 8 JAN 2018, 9:08AM USFDA to re-inspect Sun Pharma's Halol manufacturing facility its position in methyl and ethyl amines. . have to share cess, royalty load.

international) announces $100 Million equity-linked financing – stock to remain in Stock to remain in focus as USFDA is likely to re-inspect Sun Pharma’s Halol manufacturing facility in the second week of February. focus. VIEW MORE

VIEW MORE 27 NOV 2017, 10:41AM

PNB Housing Finance emerges as fast growing player 5 JAN 2018, 11:11AM PNB Housing Finance Ltd: Viewpoint - Fast-growing player in an expanding segment (View: Positive)

Book profit for Ion Exchange VIEW MORE

Substantial returns of 40% in less than one month since our initiation for Ion Exchange. VIEW MORE 27 NOV 2017, 10:24AM

Motherson Sumi reiterates revenues target 5 DEC 2017, 11:58AM

5 DEC 2017, 11:50AM

5 DEC 2017, 11:48AM

Motherson Sumi Systems Ltd (MSSL) has reiterated its revenues target of USD 18 billion revenues by FY 2020 led by organic growth (increasing content per car and new 5 JAN 2018, 10:07AM ITC Ltd: Positive read through for ITC as Bharti Airtel: Positive read through for Tata Communications: Tata customer addition) and inorganic growth opportunities L&T Hydrocarbon has signed an offshore contract

this is in line with the company’s strategy Airtel as the company acquires stake in Communications plans to invest up to Rs VIEW MORE Positive read through L&T Hydrocarbon has signed an offshore contract for ‘Bassein Development 3 Well Platform & Pipeline Project’ from ONGC worth Rs.1483 crore of reducing its focus on cigarettes digital books platform.. 160 crore in cloud business.. business and diversify into other nonVIEW MORE cigarette businesses.. 24 NOV 2017, 11:38AM Tata Motors JLR sees strong volume growth in India 5 JAN 2018, 9:56AM

Jaguar Land Rover has witnessed strong volume growth during 9MCY2017 (volumes grew 45% to 3,000 units) in the Indian market and expects to sustain during the Motherson Sumi Systems holding company of Samvardhana Motherson Group current quarter - Positive read through. Positive read through as Motherson Sumi Systems holding company of Samvardhana Motherson Group (SAMIIL) and promoter of Motherson Sumi enters new product VIEW MORE category (pressed sheet metals). VIEW MORE 24 NOV 2017, 10:51AM

Biocon receives EIR from USFDA 5 JAN 2018, 9:50AM 4 DEC 2017, 3:58PM

4 DEC 2017, 3:52PM

4 DEC 2017, 3:46PM

Exide Industries launches new products for passenger vehicles Biocon: Regulatory hurdles cleared, H2FY18 will be eventful.

Tata Motors Ltd: Tata Motors JLR US retail Hero MotoCorp: Hero Motocorp posts VIEW MORE Positive read through as Exide Industries launches new products for passenger vehicles and CV segment. sales grow 9% yoy; nos marginally ahead robust 26% growth led by rural demand of expectations; positive. recovery and low base; nos in line with VIEW MORE estimates.

TVS Motor Co Ltd: TVS Motors reported sales of 2.52 lakh units (12% yoy growth). The nos were lower than our estimates of 2.81 lakh units.

23 NOV 2017, 1:03PM

Capital goods sector companies' overseas operations healthy 5 JAN 2018, 9:39AM

HCL Tech terminates JV with Great American Insurance Company Capital Goods & Engineering: Q2FY2018 earnings review- Domestic woes continue, overseas performance a saviour VIEW MORE Stock to remain in focus as HCL Tech terminates JV with Great American Insurance Company (GAIC) to reduce financial and operational overheads. VIEW MORE 23 NOV 2017, 12:46PM

Power sector Q2 results report mixed quarter 5 JAN 2018, 9:33AM

Parliamentary panel proposes cap on airlines fares Power sector: Q2FY2018 result review – Demand improvement is the key 4 DEC 2017, 9:00AM 1 DEC 2017, 2:26PM 1 DEC 2017, 2:20PM Negative read through as parliamentary panel proposes cap on airlines fares and also limit on cancellation charges that can be levied on customers VIEW MORE

Tata Motors Ltd: Positive for Tata Motors VIEW MORE as JLR US retail sales figures for 23 NOV 2017, 12:42PM November are marginally ahead of Banking sector gains significance in Q2 expectations.. 5 JAN 2018, 9:25AM

Punj NationlBak: The move is sentimentally negative as it reflects the relative liquidity in the system.

Lupin Ltd: 1 lakh shares have been bought from 28-29 November 2017..

Varun Beverages and PepsiCo India to enter into a partnership Q2FY2018 Earnings Review: Decent performance seen in Q2FY2018; await material revival in H2FY2018 Positive read through for the stock as Varun Beverages and PepsiCo India have decided to enter into a strategic partnership for the larger Tropicana portfolio that includes VIEW MORE Tropicana Juices. VIEW MORE 23 NOV 2017, 12:39PM

Pharma sector Q2 results report weak quarter 5 JAN 2018, 9:20AM Pharma: Q2FY2018 Review - Bitter pill; retain cautious stance

US class 8 trucks sales stand at 37200 units VIEW MORE

Positive read through as the US class 8 trucks sales for the month of December 2017 stand at 37,200 units, up impressively by 77% YoY. 1 DEC 2017, 12:09PM VIEW MORE Mahi and Mahi: M&M announces a 23 NOV 2017, 11:35AM

1 DEC 2017, 11:39AM

1 DEC 2017, 11:36AM

LT Foods Ltd: LT Foods plans to invest $20 million for overall branding and expansion.

Sun Pharma: Sun Pharma revokes pledge of 1 crore shares on November 27, 2017.

strategic partnership with Renesas, a Cement companies Q2 earnings decline supplier of advanced semiconductor 4 JAN 2018, 2:15PM Cement Sector: Q2FY2018 Results Review - Struggle to contain rising operating expenses continues solutions. Finance Ministry seeks approval for Rs.80000 cr bond issue VIEW MORE

Positive read through as Finance Ministry seeks approval for Rs.80,000 crores Bond issue for Bank recapitalization. VIEW MORE 23 NOV 2017, 11:07AM

CESC reports revenue growth in Q2 4 JAN 2018, 10:08AM CESC: Q2FY2018 results review- Earnings visibility to improve with reduction in losses

Government is considering a proposal to split GAIL (India) with the marketing operations to be spun off into a separate company as per media reports VIEW MORE

Positive read through for Gail since the restructuring would help value unlocking for the minority share holders VIEW MORE 23 NOV 2017, 10:33AM 1 DEC 2017, 11:34AM

1 DEC 2017, 9:13AM 30 NOV 2017, 12:40PM Result Preview / Expectations Varun Beverages Ltd: Varun Beverages' Biocon: Positive impact on Biocon stocks GNA Axles: Negative read through for 4 JAN 2018, 9:58AM Details of the Result Preview / Expectations are given below: PepsiCo India is working on a strategy as EMA accepts MAA. GNA Axles as the promoters have sold A significant increase in HDFC Ltd. third quarter profit under which two-thirds of its beverage 11.50 lakh shares (amounting to 5.36% of VIEW MORE portfolio will contain less than 100 calories the total share capital).. A positive read through for HDFC Ltd. with a substantial increase in third quarter profit on the sale of investments at Rs. 5,270 Cr. in 3-years. VIEW MORE 22 NOV 2017, 10:40AM

Consumer goods companies see sales volume growth in Q2 4 JAN 2018, 9:57AM Consumer Goods and services: Q2FY2018 sector review - Sector prospects look up, as GST effect fades

Branded apparels garner 15-20% increase in end-of-season sales VIEW MORE

A positive read through for Arvind, ABFRL as the sales volume will pick up and margins could be slightly better as not only EOSS is gaining good traction but also the fresh arrivals have been accepted well 22 NOV 2017, 10:27AM VIEW MORE

Auto universe reports strong Q2 growth 30 NOV 2017, 12:38PM Automobiles: Q2FY2018 Results Review - Back on track

30 NOV 2017, 12:06PM

30 NOV 2017, 12:04PM

Infosys: Infosys' Finacle (part of Infosys) 4 JAN 2018, 9:53AM VIEW MORE ONGC-HPCL Deal launches blockchain solutions for banks.

Va Tech Wabag Ltd: Va Tech Wabag & Ion exchange: Stock to be in focus- Clean Ganga mission gets Rs 500 crore Neutral read through for ONGC as the ONGC-HPCL deal has not been completed by the end of Dec 2017. commitment . 22 NOV 2017, 10:14AM

LandT: Positive news for L&T as company wins 400MW EPC order for gas based power plant worth USD 250million in Bangladesh..

VIEW MORE

GST cut to propel volume growth in H2

GSK Consumers: Stock update - GST cut to fuel volume growth (Reco – Hold; TP – Rs6460) 4 JAN 2018, 9:50AM VIEW MORE Allahabad Bank under RBI prompt corrective action

A negative read through for Allahabad Bank as RBI inspections reveal high net NPAs and negative ROA for two consecutive years. 22 NOV 2017, 9:53AM VIEW MORE

PSU Banks witness better-than-expected Q2 Banking and NBFC: Q2FY2018 Review - Quarter heralds a paradigm shift 4 JAN 2018, 9:35AM VIEW MORE 29 NOV 2017, 12:43PM Tata Motors December 2017 JLR US retails drop 9%

29 NOV 2017, 12:29PM

29 NOV 2017, 12:01PM

SREI Infrastructure: Sentimentally Positive : Positive read through for companies like : Airtel and Reliance JIO to be key A negative read through for Tata Motors as December 2017 JLR US retails drop 9% (nos lower than industry level drop of 5%); below estimates. news for SREI Infrastructure Finance.. PI Industries, Rallis, UPL, Deepak nitrite, beneficiaries as TRAI has kept CDN out of 21 NOV 2017, 11:51AM Apcotex, Aarti Industries, SRF, Navin the regulation.. VIEW MORE OMCs report strong Q2 gross refining margins fluorine and Vinati organics.. Q2FY2018 Oil & Gas result review: OMCs benefit from inventory gain; Mid-stream reports robust volume growth. 4 JAN 2018, 9:31AM VIEW MORE Greaves Cotton extends partnership with Piaggio

Positive read through for Greaves Cotton as it extends partnership with Piaggio to develop and supply BS 6 engines 21 NOV 2017, 11:26AM VIEW MORE

SC's ban on use of petcoke in India to impact cement sector Cement Sector update: Ban on usage of Petcoke – a hangover in the near term 4 JAN 2018, 9:28AM VIEW MORE Unichem stocks to remain in focus

Board meeting to be held on 8th Jan 29 NOV 2017, 12:00PM

28 NOV 2017, 12:09PM

28 NOV 2017, 11:59AM

LandT: Positive news for L&T, stock to 21 NOV 2017, 10:31AM VIEW MORE

Arvind Ltd: Positive read through for Arvind Kaveri Seed's new products receive encouraging response remain in focus - Global firms line up for as Philip Van Heusen Corporation plans to India’s largest convention centre Rs merge Calvin Klein, Tommy Hilfiger Kaveri Seed: View point - Growth acceleration, reasonable valuation 26,000-cr project.. operations. 2 JAN 2018, 4:48PM VIEW MORE Ashok Leyland sales growth at 79%

SandP BSE OilandGas: Sentimentally negative for OMCs (IOCL, BPCL and HPCL)..

December 2017 sales surprise positively reporting a 79% growth driven by improved demand and pre buying ahead of mandatory AC norms – Numbers ahead of estimates. 21 NOV 2017, 10:10AM

Godrej Industries delivers strong Q2 performance VIEW MORE

Godrej Industries: Viewpoint - H2FY2018 to be better than H1; positive on stock with 12-15% upside VIEW MORE 2 JAN 2018, 4:32PM

Hero Motocorp wholesale dispatch up by 43% December 2017 wholesale dispatches up 43% to 472,731 units as against the estimated 555,000 units. 20 NOV 2017, 11:58AM

28 NOV 2017, 11:55AM 28 NOV 2017, 11:51AM IT companies surprise with strong Q2 margin execution VIEW MORE RBL Bank: RBL Bank's stock to be in PNC Infratech: Positive read through for IT sector Q2FY2018 earnings review: Mixed quarter focus.. the stock as PNC Infratech.

28 NOV 2017, 11:48AM

Ceat Ltd: CEAT has launched new radial tyres under the badge – Zoom Rad X1 targeted at the premium motorcycles in the 200cc to 400cc segment. .

VIEW MORE 2 JAN 2018, 12:07PM

December 2017 tractor sales grow 30% YoY for M&M

December 2017 tractor sales grow 30% YoY driven by a 32% growth in Domestic sales; Number broadly in line with estimates for Mahindra & Mahindra. 20 NOV 2017, 11:34AM

Godrej Agrovet's Q2 revenues stand flat VIEW MORE

Godrej Agrovet: Viewpoint - Growth prospects remain intact VIEW MORE 2 JAN 2018, 11:52AM

Tata Motors shows strong performance from CV segment December 2017 sales up 49% YoY driven by a strong performance from the CV segment; Numbers in-line with estimates for Tata Motors. 20 NOV 2017, 11:28AM

Gayatri Projects Q2 reports higher standalone net profit VIEW MORE

Gayatri Projects Q2FY2018 Results Review: On an inflexion point; Upgrade to Buy 28 NOV 2017, 11:44AM 28 NOV 2017, 11:24AM

28 NOV 2017, 11:21AM

LandT: L&T Metro Rail (Hyderabad) Ltd,

IDBI Bank Ltd: Sentimentally positive for Infosys: Infosys partners with HPE to help IDBI bank as the company looks to sell customers with mainframe modernization.. Prestige Estate Industries concludes acquisition of CapitaLand’s stake "additional financial support" from the 1.5% stake in NSE.. Positive read through for the stock as Prestige Estate Industries through its subsidiary has concluded acquisition of CapitaLand’s stake in various special purpose vehicles Telangana government to cover the cost 17 NOV 2017, 1:02PM (SPVs) for a consideration of Rs342 cr. Bank of Baroda posts strong Q2 results overruns due to delays in projects, leading to extension of time.. VIEW MORE VIEW MORE 2 JAN 2018, 9:39AM the developer of the project, has sought

Bank of Baroda: Q2FY18 result update: Strategic plan yielding results VIEW MORE 2 JAN 2018, 9:33AM

Automobiles December sales review for the year 17 NOV 2017, 12:59PM

TVS Motors reports better than expected nos (39% yoy growth) led by market share gains (Positive); Eicher Motors reports marginally lower than expected nos due to 2W Wonderla Holidays Q2 net revenues stood flat segment (2W volume growth moderated to 17% from earlier levels of 21-22%) Wonderla Holidays: Q2FY2018 result update- Footfalls to remain under stress VIEW MORE VIEW MORE 28 NOV 2017, 10:56AM

28 NOV 2017, 10:54AM

27 NOV 2017, 11:53AM

Reliance Com: RCom stock to remain in Reliance Com: Reliance Communications Satin Creditcare: Positive read through for 2 JAN 2018, 9:28AM focus as China Development Bank files (RCOM) has entered into a binding Share Satin Creditcare. . ONGC makes significant oil & gas discovery in Mumbai High 17 NOV 2017, 12:38PM insolvency suit against the company.. Purchase Agreement with Pantel Cox & Kings Q2 results report steady performance Positive read through as ONGC makes significant oil & gas discovery in Mumbai High with in-place reserves of 29.74mtoe Technologies and Veecon Media & Cox & Kings: Q2FY2018 result update - Steady performance in tough times Television for sale of Reliance BIG TV VIEW MORE (RBTV), engaged in Direct-to-Home (DTH) VIEW MORE services across India. . 2 JAN 2018, 9:22AM Gap down opening for markets; SGX Nifty down 32 pt 16 NOV 2017, 12:36PM

Wonderla Holidays Q2 net revenues stood almost flat

Indian benchmark indices are likely to open lower on Tuesday, tracking weak cues from Nifty futures on the Singapore Stock Exchange, while undermining firm cues from global peers. Overseas, markets across Asia were trading higher as investors cheered a better-than-expected survey of a Chinese manufacturing data. Back home, Wonderla Holidays: Q2FY2018 results – revenues impacted by higher GST rates; margins improved on y-o-y basis bearish trend in the SGX Nifty Index Futures for January delivery, which were trading at 10,523.00, down by 35.50 points or 0.34 per cent, at 10:58 AM Singapore time, VIEW MORE also signaled a weak start for local bourses. VIEW MORE 27 NOV 2017, 11:49AM 16 NOV 2017, 12:36PM Mahi and Mahi: Positive news for M&M as

27 NOV 2017, 8:59AM

27 NOV 2017, 8:48AM

MRF Ltd: Positive for tyre companies – JK Wonderla Holidays Q2 net revenues stood almost flat Mahindra Powerol set to introduce 2 new Tyres, Apollo Tyres, MRF, CEAT amongst 1 JAN 2018, 11:56AM products.. others.. Wonderla Holidays: Q2FY2018 results – revenues impacted by higher GST rates; margins improved on y-o-y basis Endurance Technologies successfully completed plant consolidation exercise

Mahi and Mahi: Positive read through for M&M as the company plans to launch 2 new electric cars by 2019 in India and invest Rs 500-600 crore over the next 3 VIEW MORE Positive read through for Endurance Technologies as it successfully completed the plant consolidation exercise in Pune with the company discontinuing operations at years; Partners with Uber for electric cars . Takve Plant with effect 1 Jan 2018. VIEW MORE 16 NOV 2017, 12:31PM

Grasim Industries Q2 results not comparable with previous quarters Grasim Industries: Q2FY2018 result update - Improving outlook; Upgrade to Buy 1 JAN 2018, 11:50AM

Double digit growth continues for Maruti Suzuki VIEW MORE

Double digit growth continues led by robust demand; however growth moderates marginally as company undertakes plant maintenance shutdowns; nos below estimates Maruti Suzuki December 2017 sales grew a healthy 10% yoy to 130,066 units. 16 NOV 2017, 12:17PM VIEW MORE Britannia reports steady Q2 performance 24 NOV 2017, 3:42PM

24 NOV 2017, 12:35PM

24 NOV 2017, 11:48AM

: Restaurant industry: Restaurant : Powergrid, L&T, KPTL & KEC stock to be Infosys: The first hearing in the arbitration associations to approach Finance Ministry in focus as Railways to invite tenders for proceedings between Infosys and its 1 JAN 2018, 10:29AM VIEW MORE for input tax credit on rent - if this request is electrifying 8,000 km every year from next former CFO Rajiv Bansal is scheduled in PNB Hikes Interest on Term Deposits by up To 1.25% accepted by the Government, it will be fiscal.. December in Bengaluru.. Sentimentally negative as PNB Hikes Interest on Term Deposits by up To 1.25% which indicates short term liquidity tightening beneficial for companies like Jubilant 16 NOV 2017, 12:08PM Foodworks, Specialty Restaurants as their VIEW MORE NBCC reports decline in topline in Q2 cost will come down in turn boosting NBCC: Q2FY2018 result review - Eyeing large value projects margins. Britannia: Q2FY2018 result update - Growth momentum to sustain

1 JAN 2018, 10:17AM VIEW MORE

L&T Hydrocarbon Engineering has won orders worth Rs 2,100 cr Positive read through as L&T Hydrocarbon Engineering has won orders worth Rs 2,100 crores 16 NOV 2017, 11:00AM VIEW MORE Sundram Fasteners continues double digit topline growth trend

Sundram Fasteners: Viewpoint - Well poised to outpace industry 24 NOV 2017, 11:43AM 24 NOV 2017, 11:20AM 1 JAN 2018, 10:10AM Idea Cellular Ltd: Positive read through for VIEW MORE

24 NOV 2017, 11:11AM

Hero MotoCorp: Positive read through for Hero Motocorp..

Bharti Airtel: Bharti Airtel is interested in Dabur India is seeing early signs of rural revival Idea Cellular as it announces to make buying select spectrum and some major plans to enhance 4G capacity.. equipment of Reliance Communications Positive read through for the stock for Dabur India as the company is seeing early signs of rural revival and expect it to accelerate over the next four to five quarters. 16 NOV 2017, 10:48AM (RCom) under a process being run by its VIEW MORE Bata India reports flat revenue on YoY basis lenders to sell assets of the Rcom.. Bata India: Viewpoint Q2FY2018 result update - Profitability - led strong performance 1 JAN 2018, 9:54AM VIEW MORE

Fall in Chinese tyre imports lead to demand of Indian Tyres Positive read through for Apollo Tyres, MRF, CEAT, JK Tyres 16 NOV 2017, 10:45AM VIEW MORE AIA Engg topline grows 5.6% YoY to Rs559 Cr

AIA Engineering: Viewpoint - Temporary blip but long term outlook remains positive 1 JAN 2018, 9:46AM VIEW MORE TVS Motors likely to launch new Dazz scooter 24 NOV 2017, 10:56AM

Tata Consultancy: TCS announced Eastern Communications has successfully 15 NOV 2017, 3:28PM VIEW MORE implemented TCS HOBS.. Bank of Baroda posts decent set of Q2 sales numbers

24 NOV 2017, 8:51AM

23 NOV 2017, 3:41PM

Ashok Leyland: Positive for Ashok Leyland as it sees a lot of traction in the LCV market and expects to grow in line with the industry in the near term..

JaiprakashAssociates: Negative read through for JP Associates however it provides interim relief to the company to pay money in tranches..

Positive read through for TVS Motors as TVS Motors likely to launch new Dazz scooter in India at Auto Expo 2018

Bank of Baroda: Q2FY18 results first cut – Steady operating performance, Asset quality improves 1 JAN 2018, 9:40AM VIEW MORE

Maruti Suzuki to maintain strong sales growth momentum Positive read through for Maruti Suzuki as it is to maintain strong sales growth momentum in 2018 with slew of new launches 15 NOV 2017, 3:27PM VIEW MORE MEP Infrastructure Q2 results report decline in consolidated net sales

MEP Infrastructure: Q2FY2018 Results: Change in sales mix with higher EPC revenue affects operational performance; adjusted profit against loss during Q2FY2017 1 JAN 2018, 9:36AM VIEW MORE

Cadila gets USFDA approval for Valacyclovir tablets Cadila gets USFDA approval for Valacyclovir tablets, used to treat cold sores (herpes) and shingles 23 NOV 2017, 3:37PM 23 NOV 2017, 8:44AM

23 NOV 2017, 8:41AM

15 NOV 2017, 3:22PM Bharti Airtel: Tata Teleservices started VIEW MORE Gayatri Projects Q2 results post net sales growth

Maruti Suzuki India: Positive read through TVS Motor Co Ltd: Positive news for TVS shifting its customers to the network of for Maruti Suzuki as parent Suzuki aims for Motors as the company is set to launch Gayatri Projects: Q2FY2018 Results – Strong execution along with improvement in margins leads to Rs5 crore adjusted net profit (as against net loss during Q2FY2017) Bharti Airtel under an intra-circle roaming 2 million and 3 million production target by Apache RR 310S developed jointly with 1 JAN 2018, 9:31AM agreement.. 2020 and 2025 (implies industry leading BMW on 6th December, 2017 in India.. VIEW MORE Promoters infuse Rs9,000 cr in DLF Ltd. 9% CAGR); . Positive read through for DLF as promoters infuse Rs9,000 crore through CCDs and warrants so as to reduce debt 15 NOV 2017, 3:19PM VIEW MORE CEAT reports better than expected Q2 results

CEAT: Consolidated Q2FY2018 Results – Better than expected operating performance; higher than anticipated share of profit from JV’s lead to PAT coming ahead of estimates. 29 DEC 2017, 10:53AM

SEBI Board approves various norms to address key issues in BFSI space VIEW MORE

A sponsor of a mutual fund or its associates cannot hold more than 10% in any other asset management company or have a board seat. VIEW MORE 15 NOV 2017, 3:08PM 22 NOV 2017, 12:13PM

22 NOV 2017, 12:11PM

22 NOV 2017, 11:51AM

NBCC Q2 results report improved margin growth : Positive as even though in the near term Power Grid Corpo: Stock to be in focus: Idea Cellular Ltd: Positive read-thru for the provision requirement may go up for Powergrid Corporation, KEC International, Idea Cellular and JIO as Trai suggests NBCC reported topline significantly below our estimates to Rs 1133 crore decline of 9% YoY. The fall in revenue was mainly due to execution delays in PMC segment which 29 DEC 2017, 10:42AM declined by 3% YoY. banks in H2FY18E, but in the longer term, Kalpataru Power Ltd . relaxing spectrum holding caps. Margin pressures to sustain for Apollo Tyres markets would value full cleanup.. VIEW MORE We retain our Hold rating on the stock with a revised PT of Rs 292 as we rollover our target multiple on FY2020 earnings. VIEW MORE 15 NOV 2017, 2:52PM

GAIL's Q2 results report improved profitability 29 DEC 2017, 10:35AM

Improved profitability in LPG-LHC, gas transmission and gas marketing segments lifts EBITDA by 34.8% YoY and PAT by 41.6% YoY Reliance Industries gaining confidence on telecom profitability VIEW MORE Economics of petcoke gasification plant improves with increased oil price. VIEW MORE 15 NOV 2017, 2:49PM

Cox & Kings Q2 results not comparable on y-o-y basis 22 NOV 2017, 11:36AM 22 NOV 2017, 11:36AM 29 DEC 2017, 9:40AM : Sentimentally negative for united spirits, Mahi and Mahi: Mahindra subsidiary Cox & kings: Q2FY18 consolidated results – strong improvement in the OPM; PAT grew by 2.5x USFDA approves Lupin for generic dovonex scal solution United Breweries, Radico Khaitan and companies are developing electric VIEW MORE Stocks to remain in focus as Lupin and its peers receive USFDA approval others. vehicles (Pininfarina is developing premium cars to compete with Tesla Inc) VIEW MORE and Korean subsidiary Ssangyong is 15 NOV 2017, 2:35PM developing electric SUV. . JK Tyre Q2 consolidated results better than expected

22 NOV 2017, 11:30AM

PVR Ltd: PVR's stock in focus as court orders Gurugram Police to file two FIRs against PVR Cinemas and its promoters..

29 DEC 2017, 9:35AM

JK Tyres reported better than estimated results for the quarter with the numbers coming ahead of estimates. Q2FY2018 Consolidated Results – Better then estimated Alkem Labs gets USFDA nod operating performance Positive read through as Alkem Labs gets USFDA nod for Triamcinolone Acetonide topical cream VIEW MORE VIEW MORE

15 NOV 2017, 1:55PM Kalpataru Power Transmission Q2 reports weak performance 29 DEC 2017, 9:33AM

RBI formally declines to extend deadline for 2nd list of defaulters 22 NOV 2017, 11:05AM 22 NOV 2017, 10:57AM 22 NOV 2017, 10:46AM Kalpataru Power Transmission: Growth run on despite challenging times, retain Buy with revised PT Future Enterprises: Positive read through ONGC: ONGC Videsh Limited, subsidiary Bank of Baroda: Sentimentally positive A near negative term for banking sector as RBI declines the request to extend deadline for restructuring of debt of second list of defaulters VIEW MORE for Future Group as it plans to open 10,000 of Oil and Natural Gas Corp (ONGC) has news for Bank of Baroda. VIEW MORE member-only Easyday stores.. acquired 15% stake in Namibia Petroleum Exploration License (PEL) 30, covering 15 NOV 2017, 12:35PM Block 2012A as per media reports.. 29 DEC 2017, 9:28AM Sun Pharma's Q2 numbers below estimates Tata Global Beverages sold its stake in a joint venture firm Sun Pharma: Inline performance; Cautious outlook Positive read through for Tata Global Beverages as it strengthens its strategy to focus on branded business VIEW MORE VIEW MORE

15 NOV 2017, 12:24PM Cadila Healthcare reports strong Q2 growth 29 DEC 2017, 9:27AM

Lupin receives USFDA approval

Cadila: High tax rate guidance to affect profitability Positive read through as Lupin receives USFDA approval for generic Dovonex Scalp Solution 22 NOV 2017, 8:42AM VIEW MORE Maruti Suzuki India: In YTD FY2018 VIEW MORE

21 NOV 2017, 3:37PM

21 NOV 2017, 3:29PM

Mahi and Mahi: Positive read through as period (April to October 2017), the volumes M&M aims for a higher market share in the 15 NOV 2017, 11:34AM of Baleno increased by 64.9% yoy to e-rickshaw segment.. PTC India Financial Services posts weak Q2 operating performance 29 DEC 2017, 9:24AM 1,08,329 units and the average production NBCC added to Nifty Midcap 50 Index of the car has been around 17,000 units PTC India Financial Services: Q2FY18 result update - Profits performance impacted by higher provisions per month.. Sentimentally positive as NBCC added to Nifty Midcap 50 Index.

Bharat Forge: Bharat Forge unlikely to be impacted in near term as EV penetration in trucks will be gradual and is far fledged..

VIEW MORE VIEW MORE

15 NOV 2017, 11:24AM Max Financial Services registers decent growth in Q2 29 DEC 2017, 9:24AM

Reliance Jio to acquire wireless infrastructure assets from RCom

Max Financial Services: Q2FY18 result update - Steady traction in premiums, operating parameters to improve further. Positive read through for RIL and also positive for Reliance communications lenders and bond holders, as post the deal closure company will able to pay off its debts, the VIEW MORE positive rubs off affects was already seen in the stock price, which was more than doubled in the last one week. 21 NOV 2017, 2:52PM VIEW MORE

21 NOV 2017, 2:50PM

21 NOV 2017, 2:47PM

Bajaj Auto Ltd: Positive read through for Quick Heal Technolog: Positive read Bajaj Auto as it aims to more than double through for Quick Heal as it has entered Sadbhav Engg reports strong growth in Q2 standalone revenue 29 DEC 2017, 9:20AM global sales.. into a technology collaboration with Sadbhav Engineering Q2FY2018 Results Review: On right tract; retain Buy with unchanged PT of Rs.400 SEBI approves convergence of stock and commodity Finnish company Jetico..

Infibeam Incorp: As per media news, Infibeam is in talks with Prem Watsa’s Fairfax Financial Holdings to sell a minority stake even as the firm looks to VIEW MORE Positive read through for BSE Ltd. as SEBI approves convergence of stock and commodity bourses from October 2018 expand into offline retail. . 15 NOV 2017, 11:11AM

VIEW MORE 14 NOV 2017, 3:14PM

Max Financial Services Q2 results post mixed performance 29 DEC 2017, 9:13AM

Max Financial Services: Results First Cut - Mixed results for Q2 FY18 Capital infusion into some weaker banks VIEW MORE Sentimentally Positive for banks like United Bank, Dena Bank, Bank of Maharashtra etc. VIEW MORE 14 NOV 2017, 1:19PM 21 NOV 2017, 2:45PM

20 NOV 2017, 4:02PM

20 NOV 2017, 3:56PM

NMDC Q2 results suggest boost in operating performance Mahi and Mahi: M&M opened its new Maruti Suzuki India: Negative news for PV Raymond Ltd: Positive read through for 28 DEC 2017, 12:20PM NMDC Q2FY2018 Results: Higher realizations boosts operating performance; Higher cost below the operating line limits earnings growth manufacturing plant in the world's car exporting companies; however, Maruti Raymond as it aims to double FMCG Government asks OMCs to scrap monthly increase in LPG price capital Detroit with an investment of USD likely to have limited impact. turnover to Rs 1,000 crore in 3-4 years. VIEW MORE Neutral for OMCs and negative for Upstream PSUs as Government asks OMCs to scrap monthly increase in LPG price as per media reports. 230 million. . VIEW MORE 14 NOV 2017, 1:15PM

Kalpataru Power's revenue in-line with our estimates 28 DEC 2017, 12:06PM

Kalpataru Power Transmission : Q2FY18 result – numbers in line with estimates L&T won orders worth Rs.1600 cr VIEW MORE The construction arm of Larsen & Toubro has won orders worth Rs.1,600 under its power T&D business from overseas and domestic markets VIEW MORE 14 NOV 2017, 1:09PM

PTC India Fin Serv. posts weak Q2 numbers 28 DEC 2017, 11:27AM 20 NOV 2017, 3:54PM 20 NOV 2017, 3:53PM PTC India Financial Services: Q2FY18 results first cut – Weak operating performance

20 NOV 2017, 3:49PM

DoT suggests cutting GST on telecom services to 12% TVS Motor Co Ltd: Positive news for TVS : Positive for fertiliser companies such as Ashok Leyland: Positive news for Ashok VIEW MORE Positive read through for Telecom industry as the telecom department has suggested the finance ministry that GST on telecom services be lowered to 12% against the Motor as it plans to to expand distribution Chambal fertilisers, Coromandel Leyland as its subsidiary Hinduja Leyland existing 18%. reach.. International, RCF, GNFC and GSFC. . Financial eyes strong 35% income growth in FY18; may consider fund raising next VIEW MORE 14 NOV 2017, 12:42PM year.. GSPL Q2 results report better than expected volume growth GSPL Q2FY2018 results: Strong volume growth of 28.2% YoY to 31.6mmscmd; PAT up 36.3% YoY 28 DEC 2017, 11:14AM

Apollo Tyres to set up greenfield plant in Andhra Pradesh VIEW MORE

Positive read through as Apollo Tyres will invest Rs 525 crore for setting up a Greenfield plant in Andhra Pradesh plant. VIEW MORE 14 NOV 2017, 12:28PM

L&T reports strong Q2 revenue growth Focus on improving RoE and revival in capex cycle remains key 28 DEC 2017, 11:07AM

SEBI has issued directions to Axis Bank 20 NOV 2017, 3:11PM

20 NOV 2017, 2:26PM

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20 NOV 2017, 12:28PM

IFB Industries: Positive news for Electrical Indian Oil Corp: Sentimentally positive Neutral read through for Axis bank as it is to conduct an internal inquiry into leakage of unpublished information.

Bharti Airtel: Ericsson announced it has partnered with Bharti Airtel for 5G technology for the India operations. .

consumer sector as Government looks to

news for IOCL as it has opened India’s first electric vehicle (EVs) charging station at a Zydus wellness Q2 revenues grow in double digit Mirc Electronic and Whirlpool to be in petrol pump in Nagpur in collaboration focus.. with Ola (online cab aggregator).. Zydus Wellness: Q2FY2018 result update – Growth prospects improving (maintained Hold; PT – Rs952) 28 DEC 2017, 11:01AM L&T wins order valued at Rs.1125 cr across various business segments VIEW MORE 14 NOV 2017, 12:02PM cut GST on white goods. IFB Industries'

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Positive read through as Metallurgical & Material handling business bagged orders worth Rs 710 crore and other segments won orders worth Rs 415 crore. VIEW MORE 14 NOV 2017, 11:11AM

Oil India Q2 operating profit beats estimate Oil India Limited: Stock Update - Lower exploration write-offs lead to beat in earnings 28 DEC 2017, 10:55AM

Oil India Limited has lowered baseline credit rating VIEW MORE

Negative read through for OIL as Moody's has lowered baseline credit rating for OIL to baa3 from baa2 20 NOV 2017, 9:07AM

20 NOV 2017, 8:49AM

17 NOV 2017, 3:07PM

VIEW MORE : Negative read though for Tata Motors; 14 NOV 2017, 11:08AM

LandT: Positive news for L&T as the Gabriel India reports better-than-expected Q2 results Ashok Leyland and Eicher Motors.. company has won a major order worth Rs8,650 crores to build Mumbai Trans Gabriel India Limited: Stock Update - Industry outperformance to sustain; Upgrade to Buy 28 DEC 2017, 10:41AM Harbour Link.. Quess Corp acquires two subsidiaries of Manipal Integrated Services Pvt

Mahi and Mahi: Mahindra will launch Jawa 350cc motorcycle in India by March 2019. .

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Positive read through for the stock as Quess Corp acquires two subsidiaries of Manipal Integrated Services Pvt (MIS) VIEW MORE 14 NOV 2017, 10:34AM

Granules India expected to report strong H2 performance Granules India: New product approvals along with capacity expansion to drive business growth. 28 DEC 2017, 10:13AM

Recent acquisition to boost revenue for Varun Beverages VIEW MORE

We maintain our Positive view on the stock with 10-12% upside from current levels. VIEW MORE 14 NOV 2017, 10:30AM 17 NOV 2017, 2:54PM SJVN maintains healthy balance sheet

17 NOV 2017, 2:43PM

17 NOV 2017, 2:38PM

Cochin Shipyard: Positive read through for SJVN: ViewPoint - Rising regulatory risk; book profit 28 DEC 2017, 10:00AM Cochin Shipyard stock.. Moat remains intact for NBCC

HPL Electric and Power: HPL Electric : NHAI is looking to raise funds by issuing Power & Genus power's stock to remain in bonds to senior citizens and pensioners as focus as Government pushes prepaid and per media reports. . VIEW MORE smart meters in universal electrification Backed by strong earnings visibility, lean balance sheet, asset-light model, high return ratios and its quasi-monopoly position, we reiterate our Buy recommendation on drive.. NBCC and maintain our price target (PT) of Rs. 310. 14 NOV 2017, 10:08AM VIEW MORE Kei Industries posts strong Q2 results

Revenue up 28% at Rs 748cr while EBITDA was up 14% at Rs76cr. 28 DEC 2017, 9:47AM VIEW MORE

SEBI considers to put 10% cross-shareholding cap in mutual funds Stock to be in focus as the new measure may have an impact on the shareholding pattern of UTI Asset Management Company (AMC). 13 NOV 2017, 3:08PM VIEW MORE PTC India delivers better than expected sales volumes 17 NOV 2017, 9:01AM 16 NOV 2017, 1:10PM PTC India Q2FY2018 results review - Volumes on a northward journey

16 NOV 2017, 1:08PM

Ashok Leyland: Positive news for Ashok 28 DEC 2017, 9:42AM VIEW MORE

RBL Bank: Neutral Read through for RBL : Sentimentally positive news for PSU Aurobindo Pharma get USFDA nod for anti-anxiety drug Leyland as the company plans to acquire bank as it acquires additional 2.08% stake Banks.. 4.68% stake in Hinduja Leyland Finance in Swadhaar FinServe.. Positive read-through as the company Aurolife pharma LLC get USFDA nod for anti-Anxiety drug , Lorazepam (0.5-2 mg) tablet Ltd for Rs 225 cr.. 13 NOV 2017, 2:39PM VIEW MORE CG Power Q2 results report strong revenue growth CG Power & Industrial Solutions Ltd: Q2FY2018 result update - Continuing operations on a strong wicket ; Maintain Hold 28 DEC 2017, 9:27AM VIEW MORE

Dr Reddy get tentative USFDA nod Positive read through for the company as it gets tentative USFDA nod for Sapropterin Dihydrochloride (100 mg) tablet. 13 NOV 2017, 2:25PM VIEW MORE Ratnamani Metals Q2 results report weak quarter

Ratnamani Metals & Tubes: Q2FY18 Result update - Strong growth revival ahead 28 DEC 2017, 9:23AM VIEW MORE 16 NOV 2017, 12:43PM 16 NOV 2017, 10:33AM Star Cement received Rs 158.82 cr as capital investment

16 NOV 2017, 10:16AM

: Congressional committee voted to pass a Federal Bank: Sentimentally Positive Emami Ltd: Positive read through for the Sentimentally positive for the company as Star Cement received Rs 158.82 cr as capital investment subsidy from Central government. legislation that proposes to increase the news for Federal Bank as it is looking at Emami's stock as the company is looking 13 NOV 2017, 2:09PM minimum salary of H-1B visa holders. making a strategic investment in a at inorganic opportunities in the ayurvedic VIEW MORE Bank of India posts better than expected Q2 numbers microfinance enterprise. . segment.. Bank of India: Q2FY18 result update - Asset quality performance improves while loan growth remains muted 28 DEC 2017, 9:23AM VIEW MORE

Alkem Labs get USFDA nod for drugs A positive read through for Alkem Labs as it receives USFDA approval for production of anti-dyslipidaemia combination drug 13 NOV 2017, 1:13PM VIEW MORE SBI Q2 results better than expected

State Bank of India – Q2 FY18 Result update: Healthier balance sheet, Capital Infusion are key positives 28 DEC 2017, 9:20AM VIEW MORE

Granules India receives a green from USFDA 16 NOV 2017, 10:15AM 16 NOV 2017, 8:41AM Positive read through for Granules India to get USFDA approval for allergy drug

15 NOV 2017, 9:58AM

13 NOV 2017, 12:52PM Bajaj Auto Ltd: Positive read through for VIEW MORE Oil India Q2 results lower than expected

Maruti Suzuki India: Positive read through LandT: L&T Infotech's stock to remain in Bajaj Auto as it aims at healthy double for Maruti Suzuki as its refreshed S-Cross focus as the company intends to buy digit growth in medium term and double receives strong response and gets 11,000 banking solution provider Syncordis S.A. Oil India Q2FY2018 results – Lower other expected other expenses led to beat in operating profit; PAT up 43.5% QoQ due to higher other income and lower ETR India output. bookings in less than 2 months.. for 15 million euros. 28 DEC 2017, 9:17AM VIEW MORE Fortis Healthcare stocks in a slump A negative read through for Fortis Healthcare stocks as Daiichi Sankyo intervenes against any potential stake sale in the hospital chain 13 NOV 2017, 12:47PM VIEW MORE BPCL Q2 results higher than estimates

BPCL Q2FY2018 results: In-line operating performance with GRM of 7.9/bbl; PAT up 80.6% YoY and 216.6% QoQ 28 DEC 2017, 9:03AM VIEW MORE

M&M plans slew of launches in automotive segment Positive read through for the company as the move will boost volumes in 2018. 13 NOV 2017, 12:45PM VIEW MORE 15 NOV 2017, 9:51AM 15 NOV 2017, 9:45AM Jain Irrigation Q2 reports growth in consolidated net revenue

15 NOV 2017, 9:43AM

HCL Technologies: As part of the deal, Container Corpor: The export-import Apollo Tyres: Apollo Tyres lines up Rs Jain Irrigation Q2FY2018 Results: Higher depreciation and tax credit during Q2FY2017 results in 62% YoY decline in consolidated net profit; PBT up 56% YoY HCL will implement an automated cloud imbalance is negative read through for 4,500-crore overall capex for next two 28 DEC 2017, 8:54AM management platform with advanced logistics companies like Container years.. VIEW MORE Government cuts interest rate on small saving schemes automation capabilities.. Corporation of India, Gateway Distriparks.. Positive read through for banks as the move will prompt banks to lower deposit rates. 13 NOV 2017, 12:32PM VIEW MORE Suprajit Engg reports decent set of Q2 sales numbers

Suprajit Engg Q2FY2018 Results – Operationally in-line results; Lower Tax rate leads to PAT coming ahead of estimates. 27 DEC 2017, 11:58AM VIEW MORE

L&T won orders worth Rs.1,125 cr Positive read through for the company as the construction arm of Larsen & Toubro has won orders worth Rs.1,125 crore comprising of Rs.710 crore orders 13 NOV 2017, 12:16PM VIEW MORE Aurobindo Pharma's Q2 operational performance driven by strong growth

Aurobindo Pharma: Strong Q2; commentary cautious Maintain buy. 15 NOV 2017, 9:40AM 15 NOV 2017, 9:38AM

14 NOV 2017, 6:05PM

27 DEC 2017, 11:41AM IRB Infrastructure: Positive read through VIEW MORE

Mahi and Mahi: Mahindra is set to roll out a facelifted version of the Scorpio..

Tata Motors Ltd: Positive read through for Glenmark gets USFDA approval for Norethindrone Acetate for the road sector including companies Tata Motors as JLR to manufacture Jaguar like IRB Infrastructure, KNR Construction, F Pace in India for local market.. Positive read through for Glenmark; Negative for Lupin as it shall face competition Sadbhav Engineering, Ashoka Buildcon 13 NOV 2017, 11:25AM VIEW MORE Sadbhav Infra reports 44% YoY growth in consolidated net revenue among others.. Sadbhav Infrastructure Project Q2FY2018 Results: net loss narrows down; expect H2FY2018 to be much better 27 DEC 2017, 11:41AM VIEW MORE

Rcom plan to reduce its Rs45,000 cr debt significantly to less than Rs6000 cr The development is positive for banks especially SBI, ICICI Bank who have large exposure to ADAG group (including Rcomm). 13 NOV 2017, 11:24AM VIEW MORE M&M Q2 results exceed estimates

Mahindra & Mahindra Q2 results beat expectations; management raises growth forecast. 27 DEC 2017, 11:27AM VIEW MORE 14 NOV 2017, 6:04PM 85% pictorial warning to go down to 40% on cig packs

14 NOV 2017, 5:05PM

14 NOV 2017, 4:18PM

Indian Oil Corp: Positive read through for JaiprakashAssociates: Negative read Infosys: Infosys Ltd is looking to partner However, certain individuals & NGOs have filed Special Leave Petitions against this judgment, along with a prayer for stay of the judgment. IOCL as IOCL targets to commission through for the stock.. with companies that offer data analytics or 13 NOV 2017, 11:15AM 0.7mmt polypropylene facility.. artificial intelligence (AI) platforms, VIEW MORE Minda industries report decent set of Q2 numbers including IBM. Minda Industries: Consolidated Q2FY2018 results in Line on operating front; lower than anticipated tax rate resulted in PAT coming ahead of expectations. 27 DEC 2017, 10:56AM VIEW MORE

Dr Reddy launches Melphalan Hydrochloride Injection Positive for Dr Reddy as the Market size for the drug is ~Rs 685 crore 13 NOV 2017, 11:05AM VIEW MORE Jamna Auto's Q2 results ahead of estimates

Jamna Auto Industries Q2FY2018 results - Strong performance across parameters 27 DEC 2017, 10:31AM VIEW MORE

Dishman’s molecule Crenolanib received approval from USFDA Stock to remain in focus as Dishman’s molecule Crenolanib (used to treat leukemia) has received fast track approval from the USFDA. 13 NOV 2017, 4:07PM 13 NOV 2017, 4:04PM 13 NOV 2017, 4:02PM 13 NOV 2017, 10:41AM SandP BSE OilandGas: Neutral read Hero MotoCorp: Positive read through for VIEW MORE Britannia's Q2 results report better than expected margins

Amara Raja Batt: Positive news for Amara Raja Batteries as it aims to be Rs 10,000 Cr firm in 3 yrs; implies a robust 18% CAGR over 3 yrs; .

through for Petronet LNG and IOCL.

Hero Motocorp as company to focus on large-sized global markets to grow Britannia Industries Q2FY2018 results – volume growth stood in mid-single digits. exports.. 27 DEC 2017, 10:24AM VIEW MORE Sun Pharma announces USFDA acceptance of NDA

Positive for Sun Pharma as Sun Pharma announces USFDA acceptance of New Drug Application (NDA) for OTX-101, used for treatment of dry eye disease 13 NOV 2017, 10:38AM VIEW MORE L&T's Q2 results suggest improved performance

L&T Q2FY2018 Result review - Operational efficiency led to improved performance. 27 DEC 2017, 10:00AM VIEW MORE

Rcom to sell telecom assets Sentimentally positive for banks like SBI, PNB, BoI, IDBI Bank etc. As the infusion of money will be used to repayment of debt 13 NOV 2017, 10:35AM VIEW MORE Ashoka Buildcon reports standalone Q2 net sales decline 30 OCT 2017, 5:13PM 30 OCT 2017, 4:14PM

30 OCT 2017, 4:14PM

Bharti Airtel: Positive read through for the Bharti Airtel. .

Maruti Suzuki India: Positive news for Maruti Suzuki India as it earmarks Rs 27 DEC 2017, 9:59AM VIEW MORE NBCC offer eligible employees 25,16,013 equity shares 1,000 cr to buy land parcels this fiscal in order to strengthen dealer network..

Maruti Suzuki India: Positive news for Maruti Suzuki India as it earmarks Rs 1,000 cr to buy land parcels this fiscal in order to strengthen dealer network..

Ashoka Buildcon Q2FY2018 Results: Lower execution along with pressure on operating margins dents earnings

Though the street has taken the news in its stride, we believe that it could lead to some underperformance in the near term. 13 NOV 2017, 10:29AM VIEW MORE Motherson Sumi reports lower than estimated Q2 performance

Motherson Sumi Systems Limited: Viewpoint - Growth Levers Intact. 27 DEC 2017, 9:54AM VIEW MORE

Fresh bids worth Rs 4,000 cr for pod taxis Positive read through as Government to invite fresh bids worth Rs 4,000 cr for pod taxis (automated electric pod cars to be used as advanced public transport system) 13 NOV 2017, 10:15AM VIEW MORE Strong results

Details of strong results posted by some of the companies are mentioned below: 30 OCT 2017, 2:43PM 30 OCT 2017, 1:08PM

24 OCT 2017, 12:25PM

27 DEC 2017, 9:36AM Ashok Leyland: Positive read through as VIEW MORE

Voltas Ltd: Prices of refrigerators, airEscorts Ltd: Escorts and SBI sign The discounting for commercial vehicles has increased to 15-20% Ashok Leyland has confirmed an conditioners and washing machines are agreement to finance farmers for purchase investment of about Rs 400-500 crore to set to go up 3-5% starting November, 2017 of Tractors . Negative for Tata Motors, Ashok Leyland, Eicher Motors as the increased discounting is on account of OEM’s efforts to clear off year end inventory. 13 NOV 2017, 10:04AM accelerate the development of its electric as white goods makers plan to pass on VIEW MORE JK Cement Q2 reports strong operational performance vehicles.. higher input costs. Voltas, Bluestar, Whirlpool, Hitachi & IFB stocks to be in JK Cement Q2FY2018 Results: Strong operational performance along with higher other income leads to 2x YoY growth in standalone net profit focus.. 26 DEC 2017, 4:00PM VIEW MORE GNA Axles has stated revenue target of Rs 1,000 cr Positive read through as the management stated that the promoter stake sale net of inter promoter transactions was to the tune of 4.5%. 10 NOV 2017, 4:42PM VIEW MORE Granules reports number lower than expectation

Sales for the quarter reported a growth of 7.9% to Rs 392.6 crore. 26 DEC 2017, 3:25PM VIEW MORE L&T bagged order worth Rs. 3355 cr 24 OCT 2017, 12:14PM

Unitech Ltd: The Supreme Court denied

24 OCT 2017, 12:14PM

18 OCT 2017, 10:57AM

TVS Motor Co Ltd: Karnataka Government

Arvind Ltd: Arvind Ltd signed an MoU with

The building and factories segment bagged an order worth Rs.3355 cr from India International Convention & Exhibition Centre Ltd to design and construct a state of the art bail to Sanjay Chandra and asked the has banned riding pillion on two-wheelers the Gujarat government to set up a mega expo centre in New Delhi. 10 NOV 2017, 4:40PM

company to deposit Rs1000 crore to prove with engine capacity of less than 100 CC, TV Today Q2 revenues up by 9.1% YoY VIEW MORE its bonafides. Negative read thru for the giving effect to a 2015 court order. The TV Today Q2FY18 Result: Margins performance surprises positively, maintain positive view stock.. transport department also banned VIEW MORE registration of such vehicles. . 26 DEC 2017, 12:34PM

apparel park with an investment of Rs 300crore in Dahegam in Ahmedabad district..

Greaves Cotton builds new leadership team

Positive read through as Greaves Cotton builds in a new leadership team with focus on emerging electric vehicle space. 10 NOV 2017, 4:14PM

India cements posted net sales growth of 10.6% YoY VIEW MORE

India Cements: Q2FY2018 result – Low realizations and higher opex leads to decline in earnings VIEW MORE 26 DEC 2017, 9:50AM

HDFC Ltd. to raise Rs. 4000 Cr 18 OCT 2017, 10:56AM 18 OCT 2017, 10:55AM 18 OCT 2017, 10:53AM 10 NOV 2017, 4:10PM A positive read through for HDFC Ltd. as it plans to raise Rs. 4000 Cr by selling 10% stake in asset management company HDFC Mutual Fund

Tata Consultancy: TCS has bagged a Nila Infrastructures: The company together Tata Consultancy: TCS announced that Endurance Technologies Q2 results in line contract in Odisha to implement the with its wholly owned subsidiary Company BMB Investment Bank has selected TCS VIEW MORE The topline for the quarter at Rs ,1620 crore is up 12% YoY and is in-line with our estimates. Odisha Secretariat Workflow Automation Parmananday Superstructure (PSL) BaNCS for Treasury to drive outstanding System (OSWAS) recently for cutting down announced a Scheme of Arrangement for innovation, customer experience and to VIEW MORE 26 DEC 2017, 9:48AM on cumbersome paper work. . demerger of the ‘Real Estate Undertaking’ streamline and enhance its operations with Antidumping investigation on exports from India into Brazil of NILA into PSL and the resulting listing of maximized Straight-through processing Negative read through for the stock as they have imposed an interim duty that accounts to USD 359.16/ Mt which is to be paid by importer. 10 NOV 2017, 4:01PM PSL on the BSE Limited and the National (STP).. Ashok Leyland Q2 margins impacted Stock Exchange of India Limited.. VIEW MORE

Ashok Leyland: Q2FY2018 result update - CV industry in upcycle; retain Buy VIEW MORE 26 DEC 2017, 9:45AM

Coromandel International to acquire Bio pesticide buiness A positive read through for Coromandel International to acquire bio pesticide buisiness of EID Parry for Rs. 338 Cr and further plans to expand its market. 10 NOV 2017, 3:30PM

VA Tech Wabag Q2 consolidated revenue reflects margin expansion 18 OCT 2017, 10:51AM 18 OCT 2017, 10:48AM

17 OCT 2017, 11:27AM

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Bharti Airtel: Bharti Airtel plans to phase SandP BSE OilandGas: Oil and Natural Va Tech Wabag: Q2FY2018 result review - Pick up in order inflow and healthy execution is the key

Jaiprakash Power Ven: JP Power Ventures (JPVL) : 5 Bidders submit Nonbinding bids to buy assets of JP Power Ventures - positive for JPaVL and JSW Energy.

out its 3G service in two years and Gas Corporation (ONGC) is expected to VIEW MORE upgrade all subscribers using the service soon invite bids from oil field service 26 DEC 2017, 9:40AM Tech Mahindra acquires further stake in Comviva Technologies to faster 4G networks in a move that will providers to increase production from its help the company to save on costs and ageing oil & gas fields and in return the Tech Mahindra stocks to remain in focus as it acquires 32.07% stake in Comviva Technologies 10 NOV 2017, 3:28PM improve user experience.. service provider would get a Aurobindo reports strong operational quarter VIEW MORE predetermined fee for incremental and Aurobindo Pharma's sales for the quarter grew by 17.5% to Rs 4436 crore. existing production.. VIEW MORE 26 DEC 2017, 9:39AM

Public sector banks to rationalise domestic, overseas branches Sentimentally positive for the banks as the move will be part of the reform process to strengthen their financials. 10 NOV 2017, 3:25PM

Bank of India posts better than expected results VIEW MORE

Bank of India: Q2FY18 result first cut – Better than expected results 17 OCT 2017, 11:20AM

17 OCT 2017, 9:32AM

17 OCT 2017, 9:24AM

Reliance Inds: Reliance Industries (RIL) VIEW MORE 26 DEC 2017, 9:36AM

Mahi and Mahi: Mahindra Logistics has Mahi and Mahi: M&M has launched its and its partner BP Plc have submitted a received SEBI approval for raising Rs 700 new scooter Gusto RS at a price tag of Rs Gujarat Gas hikes industrial gas prices revised investment plan to start production crore through IPO route. The issue 48,180 (ex-showroom, Delhi). . Positive read through for Gujarat Gas as the price hike would help it retain its margins given industrial segment accounts for 70% of its overall gas sales volumes. 10 NOV 2017, 3:20PM from their satellite gas discoverieacs (D-2, comprises share sale by parent M&M to SBI Q2 posts good set of numbers 6, 19 and 22) in KG-D6 block along with the tune of 9.6 mn shares translating to VIEW MORE State Bank of India: Q2FY18 results first cut – Improvement in asset quality is positive two other discoveries (D-29 and D-30).. 13.74% stake. Positive for M&M has it would lead to value unlocking. . VIEW MORE 26 DEC 2017, 9:33AM

Reliance Industries crosses another milestone A positive read through for Reliance Industries as Jio subscriber base reaches 160 million 10 NOV 2017, 3:18PM

PTC India revenues ahead of our estimates VIEW MORE

PTC India: Q2FY2018 – Higher purchase cost impacted margins despite better realisation VIEW MORE 26 DEC 2017, 9:29AM 13 OCT 2017, 10:45AM

13 OCT 2017, 9:43AM

13 OCT 2017, 9:40AM

Tata Motors to invest Rs. 1500 Cr in new product development Eicher Motors: Expanding its footprints in LandT: L&T expects ONGC to finalise 3-4 international markets, Royal Enfield projects worth around Rs 5,000 crore Tata Motors target to regain over 55% share in the domestic MHCV truck markets 10 NOV 2017, 3:15PM CG Power Q2 earnings impacted announced its entry into Vietnam, the before March and would be bidding for VIEW MORE world’s fourth largest two wheeler market; them.. CG Power Q2FY2018 result - Earnings impacted due to onetime cost despite improvement in margins positive read thru. .

PetronetLNG: PLNG plans to invest in manufacturing of batteries for electric vehicles and charging infrastructure as per media reports; neutral read through as currently market for electric vehicle is at nascent stage in India.

VIEW MORE 26 DEC 2017, 9:29AM

NHB amends rules by reducing risk weight to 35% from 50% earlier for loans Positive read through for housing finance companies as NHB amends rules by reducing risk weight to 35% from 50% earlier for loans disbursed after 1St August 2017. 10 NOV 2017, 12:46PM

Thermax Q2 revenue shows marginal increase VIEW MORE

Thermax Limited: Q2FY2018 result review- Margins to sustain at near double digits; retain Hold with revised PT of Rs. 1,090 VIEW MORE 26 DEC 2017, 9:23AM

Indraprastha Gas Limited received PNGRB grant 13 OCT 2017, 9:39AM 12 OCT 2017, 12:44PM 12 OCT 2017, 9:56AM 10 NOV 2017, 12:36PM Positive read through for IGL as Indraprastha Gas Limited (IGL) received PNGRB grant to develop CGD network in Karnal district (Haryana state).

Shriram EPC Ltd: The first order Indian Oil Corp: Indian Oil Corp (IOCL): Gateway Distriparks Q2 consolidated net revenue up 5% VIEW MORE amounting Rs311 crore from Bihar Urban has dropped plan to merge Chennai Gateway Distriparks: Q2FY2018 Results Review - Rail division shows signs of revival; maintain Hold rating Infrastructure Development Corporation Petroleum Corp (CPCL) with itself as involves improvement of water supply Naftiran Intertrade Company Limited VIEW MORE 22 DEC 2017, 3:47PM system to be executed over 42 months. (holds 15.4% stake in CPCL and a Sun Pharma started recalling 2 batches of Riomet The second order amounting Rs38 crore subsidiary of National Iranian Oil Sentimentally negative for the stock as the oral solution is microbial contaminated. 10 NOV 2017, 12:17PM from Karnataka Urban Infrastructure Company) is keen to remain invested in Triveni Turbine reports growth in revenue despite GST disruption Development & Finance Corporation for CPCL as per media reports – VIEW MORE development of water supply system to be sentimentally negative for CPCL and Triveni Turbine: Q2FY2018 result review - Change in sales mix towards export to drive earnings executed over 24 months while O&M neutral for IOCL. . VIEW MORE 22 DEC 2017, 3:14PM component extends up to 8 years post Bank Of India will shut 400 ATMs completion. Positive for the stock..

LandT: L&T has entered into definitive agreement for divestment of entire stake in its subsidiary EWAC Alloys for a consideration of Rs 522 crores with ESAB Holdings Ltd, registered in the United Kingdom..

Neutral read through for Bank Of India as it contains costs as part of a turnaround plan to manage costs. 10 NOV 2017, 11:58AM

Arvind's revenue for Q2 reports mixed performance 12 OCT 2017, 9:54AM VIEW MORE

12 OCT 2017, 9:45AM

12 OCT 2017, 9:43AM

LandT: NCC Limited & L&T in focus: to Ashok Leyland: Ashok Leyland: Andhra Arvind Ltd: Q2FY2018 result update - Demerger would enhance shareholder value

Bajaj Auto Ltd: Bajaj auto has launched the new Platina Comfortech, which is an upgraded version of the earlier Platina..

develop multi-tower housing contract in

Pradesh government grants State GST reimbursement for 10 year period for the LNG imports grow strongly in India company’s green field plant to be set up – Positive read thru. Positive read through for PLNG as the LNG import was up by 19% YoY to 3.8mmt. 10 NOV 2017, 11:40AM Balkrishna Industries report robust operating results for Q2 VIEW MORE 22 DEC 2017, 2:54PM Amaravati; positive.

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Balkrishna Industries: Viewpoint – Robust Earnings Outlook (View: Positive) VIEW MORE 22 DEC 2017, 2:43PM

Hero Motocorp announces a price hike Rs.400/model Positive read through for Hero Motocorp as the the hike would offset the rising input cost. 10 NOV 2017, 11:31AM

Petronet LNG reports higher-than-expected operating profit VIEW MORE

Petronet LNG: Viewpoint - Dahej terminal near peak utilisation; downgrade to neutral 11 OCT 2017, 12:06PM VIEW MORE SandP BSE_FMCG: Britannia, Parle 21 DEC 2017, 5:08PM

11 OCT 2017, 12:05PM

11 OCT 2017, 12:03PM

Mahi and Mahi: Mahindra KUV100 facelift : Hospitals & Healthcare: An expert panel Products, Marico and Dabur expect a has been launched in India at a Starting recommends that the stent accessories be Hero Motocorp unveils the new Passion motorcycles brighter Diwali this time – positive as price of Rs. 4.39 (Ex-Mumbai). The petrol classified as essential drugs – positive Hero Motocorp unveils the new Passion Pro -110 cc, Passion XPRO-110 cc and Super Splendor – 125 cc with more power and new color options. 9 NOV 2017, 3:27PM companies across sectors are pinning variants are priced between Rs 4.39- 6.40 read through for Fortis Healthcare, Apollo HPCL Q2 results lower than expected VIEW MORE hopes on a robust festive season, lakh (ex-Mumbai) and the diesel variants Hospitals and Narayana Hrudyalaya. HPCL Q2FY18 results: Lower than expected GRM led to miss in operating profit; core GRM at $5.6/bbl disappoints following three muted quarters in the wake costs Rs. 5.39-7.33 lakh (ex-Mumbai). . of last November’s demonetisation and the VIEW MORE 21 DEC 2017, 10:43AM July 1 rollout of the goods and services tax Establishments to remain 24*7 open in the state (GST). . Maharashtra state has issued a notification allowing shops, including restaurants (that do not serve alcohol), cinema halls, salons, hyper malls and businesses such as 9 NOV 2017, 3:23PM banks, medical establishments and tax consultancies, to remain open 24x7 in the state. Finolex Cables Q2 revenue growth stable

VIEW MORE Finolex Cables Limited Q2FY2018 result review- Revenue growth stable, though RERA mutes housing demand VIEW MORE 11 OCT 2017, 11:55AM 21 DEC 2017, 10:32AM

11 OCT 2017, 10:00AM

11 OCT 2017, 9:57AM

Tata Motors Ltd: Tata Motors: September Dena Bank: Public sector lender Dena Shoppers Stop: Shoppers Stop to use Reliance Jio in talks to acquire Rcom’s assets 9 NOV 2017, 3:22PM 2017 global wholesale sales grow 14% Bank has launched its qualified recent divestments to reduce debt; its Jamna Auto Industries Q2 earnings impacted adversely Positive read through for Reliance Industries if the deal goes in its favor yoy to 116,419 units; nos in line with institutional placement issue at a time standalone debt will come down from expectations . when the Reserve Bank of India has around Rs 492 Cr to around Rs200 Cr – VIEW MORE Jamna Auto Industries Viewpoint - Ambiguities around fiscal incentives to impact earnings; Book Profits with handsome 17% gains in two months. (CMP:60) initiated prompt corrective action against positive read through for the stock. VIEW MORE the lender, limiting its ability to lend to 21 DEC 2017, 10:27AM riskier loan segments - Positive. . Govt may allow 100% FDI in telecom 9 NOV 2017, 2:59PM

Positive read through for Telecom Industry as the government is finalising a plan to allow 100% FDI IRB Infrastructure Developers Q2 consolidated net revenue down VIEW MORE IRB Infrastructure Developers Q2FY2018 Results Review: Project wins necessary to boost order book; retain Buy with revised PT VIEW MORE 21 DEC 2017, 10:15AM

Royal Enfield to commence bookings of the Interceptor 650 11 OCT 2017, 9:55AM 9 NOV 2017, 12:52PM

11 OCT 2017, 9:18AM

10 OCT 2017, 10:09AM

Dixon Technologies: Dixon Technologies PSP Projects: PSP Projects has been Mercator Ltd: Mercator sold its vessel Bharat Forge expects robust double digit growth to continue Positive read through as both new motorcycles would compete with the Harley Davidson street 750 and Truimph Bonneville Street twin enters into Design, Manufacturing and awarded main contract works at Surat Prem Poorva for total consideration of VIEW MORE Bharat Forge's conference call highlights: Robust Growth to continue; no immediate plans of global OEM to launch electric trucks removes key overhang; we maintain our Supply Agreement with Flipkart - positive. Diamond Bourse, Khajod valued at Rs. Rs24.7 crore; the proceeds will be used to positive stance 1575 Cr. Positive for the stock.. repay debt – positive read through for the VIEW MORE stock. 21 DEC 2017, 9:58AM Aurobindo Pharma issued a nationwide recall of Pantoprazole sodium Negative read through for Aurobindo taking into consideration this negative development which could lead to regulatory issues in future. 9 NOV 2017, 12:34PM

Balkrishna Industries Q2 sales numbers ahead of estimates VIEW MORE

Balkrishna Industries reported strong set of numbers for Q2FY2018. The numbers are ahead of estimates across parameters. VIEW MORE 21 DEC 2017, 9:36AM

Hero Motocorp to launch Splendor and Passion motorcycles 9 NOV 2017, 12:11PM positive read through for Hero Motocorp as it launches refreshed variants of Splendor and Passion motorcycles 10 OCT 2017, 10:08AM 10 OCT 2017, 9:46AM Triveni Turbine Q2 shows double digit revenue growth VIEW MORE Ceat Ltd: Tyre maker Ceat has acquired Mahi and Mahi: Mahindra & Mahindra is in

10 OCT 2017, 9:42AM

Mahi and Mahi: M&M will launch it’s first major upgrade on the Mahindra KUV100 (the refreshed version will be called as the KUV100 NXT) - positive read thru ..

Triveni Turbine: Q2FY18 Result – Revenue growth near double digit at 9% with stable OPM 163- acre land in Chennai for over Rs 60 talks with the Karnataka government for

crore to set up a manufacturing plant for VIEW MORE 21 DEC 2017, 9:19AM

further investments in the state as it looks radial tyres - Positive. at expanding capacity in its electric HDFC sells 6.3% in CAMS to Warburg Pincus arm for Rs210 cr vehicles division Mahindra Electric Positive read through for HDFC bank as HDFC subsidiary HDFC Bank is also selling a part of its shareholding in CAMS. 9 NOV 2017, 11:54AM Positive.. Thermax Q2 results report better operational performance VIEW MORE

Thermax Ltd : Q2FY18 Result – Cost control measure led to better operational performance VIEW MORE 20 DEC 2017, 10:56AM

Cancelling air ticket to become cheaper Positive read through for Cox & Kings and Thomas Cook (India) as this will boost the domestic leisure travel in the short term (positive for Jet Airways, Spice Jet and Indigo 9 NOV 2017, 11:39AM Airlines) VA Tech Wabag Q2 reports healthy performance

VIEW MORE VA Tech Wabag Ltd : Q2FY18 Result – Healthy performance at the subsidiary level drove earnings 9 OCT 2017, 10:55AM 9 OCT 2017, 10:54AM

9 OCT 2017, 10:51AM

Punj NationlBak: Punjab National Bank: V-Guard IndLtd: V-Guard, Shakti Pumps Axis Bank Ltd: Axis Bank has completed puts 32 NPAs with outstanding loan of and KSB pumps in focus: GST rate on acquisition of digital payments platform 20 DEC 2017, 9:31AM Rs1,176 crore for auction – Neutral Read water pumps reduced to 18% from 28%; ‘FreeCharge’ for Rs373.2 crore – A parliamentary panel has suggested the government to extend the pre-GST duty thru. positive. sentimentally positive for Axis Bank.. 9 NOV 2017, 11:03AM Sentimentally positive for Arvind, Trident, Welspun India, Raymonds and auto companies like Bajaj Auto and Bharat Forge Petronet LNG Q2 sees sharp beat in operating profit VIEW MORE

VIEW MORE Petronet LNG Q2FY2018 results – sharp beat in operating profit led by higher than expected re-gas volume of 210 tbtu (+14% QoQ) at Dahej terminal, PAT up 28.1% YoY VIEW MORE 20 DEC 2017, 9:28AM

Government withdraws stock holding and turnover limits on sugar dealers 8 NOV 2017, 12:45PM

Positive read through for sugar companies as the demand-supply situation is likely to be comfortable with the estimated rise in production Lupin gets warning letter for two plants VIEW MORE Owing to a lack of clarity and uncertainty over the outcome of the USFDA warning letters, we expect considerable de-rating of the stock. VIEW MORE 9 OCT 2017, 10:49AM

9 OCT 2017, 10:43AM

9 OCT 2017, 10:40AM

Jaybharat Textiles: Income Tax officials 20 DEC 2017, 9:24AM

Reliance Inds: Government had won an Government makes ease for electric vehicles have raided properties of Jaybharat Maruti arbitration against Reliance Industries 8 NOV 2017, 12:45PM Group across Delhi, Harayana's Gurugram (RIL) related to quantum of penalty for non Government lowers road taxes creating a positive outlook for the automobile industry across India. Greaves Cotton Q2 results suggest muted outlook for 3W business to impact earnings and Faridabad and Uttar Pradesh's completion of minimum work program for VIEW MORE Greaves Cotton: Q2FY2018 result update - downgrade to Hold. Ghaziabad and have seized Rs 7 cr in four blocks. . cash and 3 Kgs of Gold – Sentimentally VIEW MORE Negative.

Indian Overseas: The Reserve Bank of India (RBI) has initiated prompt corrective action or PCA on Indian Overseas Bank in view of high non performing assets of the bank - Negative..

20 DEC 2017, 9:24AM

HDFC Board approved a plan to raise Rs 13,000 cr 8 NOV 2017, 12:42PM

Positive read through as HDFC is increasing opportunities including buying other housing finance companies. Century Plyboards Q2 results show near-term issues to persist VIEW MORE Century Plyboards (India) Limited: Q2FY2018 Results Review - maintain Hold with revised PT of Rs. 310 VIEW MORE 20 DEC 2017, 9:18AM 9 OCT 2017, 10:28AM Edelweiss in talks to buy Religare Securities 8 NOV 2017, 12:37PM IDBI Bank Ltd: Government raises stake in

9 OCT 2017, 10:27AM

9 OCT 2017, 10:24AM

Reliance Inds: Reliance Industries: JIO Positive read through for Religare Capital as Edelweiss is in talks to buy Religare Securities. PNB Q2 results better than expected IDBI Bank to 77.79% by acquiring 3.81% Payment Bank is expected to start its shares through preferential allotment operations in December-2017 as VIEW MORE Punjab National Bank Q2FY18 results show slight improvement in asset quality Neutral.. compared to earlier launch timeline of VIEW MORE October-2017..

Tata Communications: Tata Communications has entered into partnership with Motorsport.tv to power the international growth of the network’s internet television platforms. .

20 DEC 2017, 9:17AM

Amara Raja Batteries to begin working on 2W battery plant 8 NOV 2017, 12:03PM

Positive read through for the company as it will enable industry growth Cipla posts strong Q2 operational performance The management maintains a guidance of double-digit growth in the US and India businesses despite a challenging environment on the back of new product launches VIEW MORE planned for FY18 and FY19 (one niche product every quarter). VIEW MORE 20 DEC 2017, 9:14AM

Tata Motors to launch a new upgrade Tata Motors all set to launch an upgrade to Tata Ace in the LCV segment 8 NOV 2017, 11:55AM 9 OCT 2017, 10:20AM 6 OCT 2017, 10:21AM

6 OCT 2017, 10:20AM

GSK Consumers Q2 performance in line with expectation Va Tech Wabag Ltd: National Company Bank of Baroda: Bank of Baroda has Reliance Inds: Reliance Industries (RIL) VIEW MORE Law Tribunal passes order for initiation of reduced its MCLR across all tenors by 5 awarded a contract to Schlumberger for an GlaxoSmithkline Consumer Healthcare (GSK Consumer) revenues grew by 4.8% on comparable basis in Q2FY2018. We expect volume growth to be in low single digit. Corporate insolvency resolution process in BPS – Neutral Read thru. engineering, procurement, and VIEW MORE matter relating to CCCL; stock in focus construction of a subsea production 19 DEC 2017, 11:50AM KEC International secures new orders worth Rs.2424 cr With reference to the matter relating to system for R series (D34) fields in KG D-6 Consolidated Construction Consortium Ltd block - Positive. Positive read through for KEC International secures new orders across its business units and geographies. 8 NOV 2017, 11:54AM (CCCL) vs. VA Tech Wabag Ltd in respect Bharat Forge: Viewpoint - Firing on all cylinders VIEW MORE of an application filed by CCCL in respect The Class-8 truck net orders have surged by over 50% in the last two months. BFL has also added customers and new business in the passenger car segment in the of an alleged default in payment of dues export market. amounting to ~ Rs1.5crs.. 19 DEC 2017, 9:48AM VIEW MORE

Airtel to acquire Millicom’s operations Airtel signs agreement to acquire Millicom’s operations in Rwanda 8 NOV 2017, 11:50AM VIEW MORE Jyothy Lab's Q2 results report decent operating performance 6 OCT 2017, 10:14AM 6 OCT 2017, 10:08AM

Maruti Suzuki India: Maruti Suzuki

6 OCT 2017, 10:06AM

IDFC Bank: The boards of IDFC Bank Ltd

Music Broadcast: Radio City (a part of

In Q2FY2018, the consolidated revenues of Jyothy Laboratories Ltd (JLL) grew by 9.6% YoY (on comparable basis) to Rs 429.9crore driven by 3.5% volume growth. The launched the new refreshed Celerio priced and Shriram Group have agreed to extend Music Broadcast) announced the launch of revenue growth was better than ~15% decline in sales caused by GST led de-stocking in Q1FY2018. 19 DEC 2017, 9:45AM

between Rs 4.15 Lakhs – 5.35 Lakhs (exHDFC Bank to have a board meeting to raise funds VIEW MORE showroom Delhi) - Positive.

the agreement for their strategic merger till its new age web platform radiocity.in Hindi, 8 November, as the exclusivity period for becoming the only radio network in India to Positive read through for as HDFC is considering to raise Rs.2000 cr via NCDs. discussions ends on 6 October – Positive offer an exclusive Hindi website.. for Shriram Transport (as earlier deal was VIEW MORE 8 NOV 2017, 11:45AM seen negative by minority shareholders of Finolex Cables Q2 results show margins impacted by high input costs Shriram Transport which was to get FCL revenues stood at Rs702 crore growth of 25% YoY mainly due to Rs14 crore excise duty reversal on finished goods, value growth (increased commodity prices) as 19 DEC 2017, 9:45AM delisted). well as significant volume growth in communication cables segment. Aurobindo Pharma VIEW MORE Aurobindo Pharma gets a tentative nod from USFDA VIEW MORE 8 NOV 2017, 11:39AM Gujarat Gas Q2 volume outlook remains robust 6 OCT 2017, 10:03AM 19 DEC 2017, 9:36AM Reliance Com: Tech Mahindra files three

6 OCT 2017, 9:58AM

5 OCT 2017, 10:06AM

Grasim Inds: The CCI has imposed a Tata Motors Ltd: Tata Motors signs cases against Reliance Communications penalty of Rs2.3 crore on Grasim, Rs2.09 agreement with Srei Equipment Finance to VIEW MORE and two of its subsidiaries (Reliance crore on Aditya Birla Chemicals and finance Tata Motors commercial vehicles Positive read through for Kamat Hotels as Supreme Court rules in favour Kamat Hotels as the prior user of the word “Orchid” in dispute with Royal Orchid Hotels. Telecom and Reliance Big TV) in the Rs1.88 crore on Gujarat Alkalies and with a special focus on construction and VIEW MORE NCLT under the Insolvency and Chemicals for their anti-competitive mining tippers. Positive. 8 NOV 2017, 11:34AM Bankruptcy Code - Negative. conduct - Negative. Thomas Cook Q2 posts mixed performance Gujarat Gas Limited: Viewpoint - Weak quarter Supreme Court rules in favour of Kamat Hotels

19 DEC 2017, 9:24AM

Thomas Cook India’s (TCIL) consolidated revenues grew by 27.9% YoY to Rs2,675.6 crore in Q2FY2018 driven by a 33.6% growth in travel & related services business Dr Reddy settles with the US government by paying $5m and 26% growth in the human resources (HR) business Stock to be in focus as Dr. Reddy settles with US Government for a case that's more than 6 years old. VIEW MORE VIEW MORE

8 NOV 2017, 10:21AM Gulf Oil volume growth and margin expansion surprise positively 19 DEC 2017, 9:17AM Toyota to launch 10 electric vehicles 5 OCT 2017, 10:04AM 5 OCT 2017, 10:02AM

5 OCT 2017, 10:01AM

Gulf Oil Lubricants surprised positively with industry-leading volume growth of 13% y-o-y (total sales volume of 22.5 million litres), which was much ahead of industry growth SandP BSE Power: Power Sector: Tariff SandP BSE OilandGas: Oil & Gas: India is Bharat Heavy Ele: With this, the total Positive read through for Maruti as it can use Toyota's platforms to roll out EV given the technological tie up rate of 2-2.5% y-o-y in Q2FY2018.

for wind energy at record low of Rs VIEW MORE 2.83/unit in an auction for 1,000 megawatts of projects. .

seeking to renegotiate LNG pricing for its LNG contracts with US and Russia after successful negotiation with Qatar and Australia as per media reports 18 DEC 2017, 3:31PM 8 NOV 2017, 10:15AM sentimentally positive for GAIL (India). . Natco launches Tenofovir Alafenamide Parag Milk Foods – Viewpoint: Profitability bounces back

dividend paid during the year stands at 79%, including an interim one of 40% paid earlier. The figure is four times the dividend paid in the previous year and its highest in the last three years. .

Positive read through for Natco as it launches a generic version of Tenofovir Alafenamide under its brand TAFNAT in India Parag Milk Foods revenue growth to be driven by new product launches. VIEW MORE

18 DEC 2017, 10:43AM 7 NOV 2017, 2:29PM

Dish TV receives approval from Government for merger Gulf Oil Q2 results report strong revenues and margin Positive read through for Dish TV as it receives approval from Government for merger with Videocon D2H.. Gulf Oil Lubricants India (GOLI) reported strong revenues growth of 22.6% YoY (+15.3% QoQ) to Rs322.9 crore, which was above our estimates of Rs305 crore. 5 OCT 2017, 10:00AM 5 OCT 2017, 9:57AM 5 OCT 2017, 9:56AM

Raymond Ltd: Sebi questions the Infosys: Infosys announced that it has company over real estate agreements for bagged a contract from KONE.. JK House Ltd and a property at Alibaug 18 DEC 2017, 10:37AM 7 NOV 2017, 2:29PM used as a guest house – sentimentally UIDAI Suspends Airtel Torrent Pharmaceuticals’ numbers below our expectations negative for Raymond as this issue has been propping up from last few months. Stock to remain in focus as Airtel Payments Bank’s eKYC Licence Torrent Pharma: Unichem deal strategic fit and helps reduce dependence on US; upgrade to ‘hold’.

Tata Motors Ltd: Tata Motors' Tigor compact sedan has enabled the company improve its market share in the compact sedan segment with the company emerging as the second key player up from the fourth spot a year ago - Positive..

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18 DEC 2017, 10:30AM 7 NOV 2017, 2:25PM

IRDAI Panel suggests host of changes in life insurance sector Thomas Cook India Q2 consolidated revenue grew in strong double digit Thomas Cook India (TCIL) consolidated revenues grew by 27.9%yoy to Rs2675.6crore driven by 33.6% growth in the core travel and tourism segment and 26.0%yoy Positive read through for Insurance sector as IRDAI Panel suggests host of changes in life insurance sector. growth in HR segment (Quess Corp). VIEW MORE 5 OCT 2017, 9:54AM VIEW MORE

5 OCT 2017, 9:52AM

5 OCT 2017, 9:47AM

Mahi and Mahi: Mahindra & Mahindra has Reliance Com: Reliance Communications bagged a contract from the government to calls off tower biz demerger plans – 18 DEC 2017, 10:04AM supply 150 electric sedans in the first negative read-thru for the stock. ED has attached assets worth Rs.48 cr belonging to Sintex Industries 7 NOV 2017, 11:57AM KEC International Q2 results report flat revenue phase after it agreed to match the lowest Negative read through for the stock as ED has attached Rs.48 cr with its foreign exchange violation probe. bid of Rs 10.16 lakh quoted by Tata KEC International Q2FY18 results: Reiterate Buy as profitability focus strong; PT revised to Rs. 345 Motors. . VIEW MORE

Pricol L: Pricol has entered into a technical collaboration with China-based Wenzhou Huirun Electrical Machinery Co Ltd for production of fuel pump and fuel pump modules in India; positive read thru.

VIEW MORE 18 DEC 2017, 9:29AM Cipla gets USFDA approval for Darunavir Hydrate 7 NOV 2017, 10:00AM

Power Grid Corporation Q2 results show strong near-term outlook

Positive read through for Cipla as it gets USFDA approval for Darunavir Hydrate. Power Grid Corporation of India Ltd (PGCIL) Q2FY2018 numbers were broadly in line with our estimates. Viewpoint Q2FY2018 result review: Reiterate positive view VIEW MORE VIEW MORE

4 OCT 2017, 2:26PM 18 DEC 2017, 9:26AM SJVN Ltd: CCEA to revise Rampur hydro ICICI Securities file for IPO 6 NOV 2017, 11:29AM

4 OCT 2017, 12:36PM

4 OCT 2017, 11:59AM

Prabhat Dairy: Prabhat Dairy is targeting to Hero MotoCorp: Hero Motocorp power project cost to Rs 4,233 crore. Stock achieve a turnover of Rs 2,000 crore by the September 2017 sales numbers grow 7% Glenmark Q2 results post weak operating performance Positive read through for ICICI Bank as ICICI Securities files for IPO to offer up to 6.4 cr shares to be in focus. end of 2020 on the back of increasing YoY to a record high of 720,739 units on Glenmark Pharmaceuticals (Glenmark Pharma) revenue grew 1.5% y-o-y to Rs. 2,256.6 crore for Q2FY18, while operating profit declined by 13.5% to Rs. 388.4 crore. focus on introduction of new products and account of festive season demand.. VIEW MORE entry into newer geographical locations.. VIEW MORE 18 DEC 2017, 9:22AM Yes Bank & IndusInd Bank to be included in Sensex 6 NOV 2017, 11:22AM

Natco Pharma Q2 numbers miss estimates

Positive read through for Yes Bank and IndusInd Bank as they will be included in Sensex from today. Total income (including operating income) for the quarter declined 8.8% to Rs. 426.7 crore on Q2FY2017’s high base owing to one-time exclusivity sales of gTamiflu during VIEW MORE Q2FY2017. gCopaxone to drive H2FY2018 - maintain positive view. VIEW MORE 18 DEC 2017, 9:18AM

Cabinet approves Rs.2600 cr for footwear industry 4 OCT 2017, 11:57AM 4 OCT 2017, 11:43AM 4 OCT 2017, 11:38AM 6 NOV 2017, 11:14AM Bharti Airtel: Bharti Airtel is investing a Info Edge (India): Zomato (an investee Bharti Airtel: Ghana’s NCA approved the Positive read through for Leather and footwear industry as the Union Cabinet has approved a Rs 2,600 crore special package for the leather and footwear sector. Union Bank Q2 operating performance subdued majority of the Rs 20,000 crore in FY2018 company of Info Edge) waives commission merger between Bharti Ghana Limited VIEW MORE In Q2FY18, Union Bank of India (UBI) operating performance was subdued. Net interest income (NII) grew marginally by 1.9% y-o-y to Rs. 2,320.7 crore owing to interest into 4G technology and fibre-based from restaurants for table reservations – (Airtel) and Millicom Ghana Limited (Tigo) reversals that slowed growth. network. . looks to widen its restaurant base, stock to to proceed further which is however remain in focus.. subject to conditions. This merger will VIEW MORE 18 DEC 2017, 9:13AM result in an entity which will be the second Basic customs duty on electronic items raised to 15 % points largest mobile network operations in the Basic customs duty on electronic items raised by 5 to 15% points to promote domestic production. 6 NOV 2017, 10:53AM country. . Relaxo Footwears delivers good Q2 results VIEW MORE

Relaxo Footwears Q2 results show broadly in line performance with revenue up 16% YoY and PAT up 19% YoY VIEW MORE 18 DEC 2017, 9:10AM

PLNG executes revised pricing agreement Positive read through for Petronet LNG as the agreement with Exxon Mobil will reduce level of oil indexation for LNG supply. 6 NOV 2017, 10:43AM 4 OCT 2017, 10:59AM

4 OCT 2017, 10:56AM

4 OCT 2017, 10:47AM

Selan Exploration Q2 results show strong revenue growth Cyient Ltd: Cyient announced that it has : Tech Mahindra has signed a multi-year, Mahi and Mahi: Mahindra entered VIEW MORE signed an exclusive software licensing multi-million euro deal with fiber-based construction equipment business with Selan Exploration Q2FY2018 PAT up by 97% YoY led by strong revenue growth and decline in amortization for development of hydrocarbon properties agreement with Elpis Squared.. materials maker Ahlstrom-Munksjö to rollout of its first motor grader — Mahindra VIEW MORE 15 DEC 2017, 3:49PM manage the company’s end-to-end IT RoadMaster G75; positive.. SC grants extension to JP Associates for depositing Rs125 crore operations – positive read-thru. . Supreme Court grants extension to the company for depositing Rs125 crore as per media reports. 6 NOV 2017, 10:33AM

Godrej Agrovet reports flat result in Q2 VIEW MORE

Revenues were flat YoY to Rs 1425.8 crore as strong growth in vegetable oil and dairy was negated by decline in Animal feeds` revenue. VIEW MORE 15 DEC 2017, 12:36PM

HDFC to consider fund raising via QIP Positive read through for HDFC Ltd as the company is set to consider fund raising (board meeting on 19th December 2017) via QIP in order to subscribe for securities of 6 NOV 2017, 10:16AM HDFC Bank ltd on a preferential basis. BSE Ltd Q2 topline driven by growth across revenue streams 3 OCT 2017, 12:48PM 3 OCT 2017, 12:44PM 3 OCT 2017, 12:41PM VIEW MORE BSE’s revenue from continued operations rose 22% yoy to Rs 111 crore with its revenue from transaction charges rising 30% to Rs35 crore and revenue from services to

Eicher Motors: Eicher Motors (2w – Royal Eicher Motors: Eicher Motors CV sales Hindustan Unilever L: Hindustan Unilever Enfield): September 2017 sales at 70,431 were up impressively by 25.6% YoY for the (HUL) has signed an agreement to divest VIEW MORE 15 DEC 2017, 10:47AM were up 21.8% YoY on account of a month indicating at improved demand 50% stake in joint venture Kimberly-Clark Upstream companies may get higher gas prices for difficult fields sustained demand for Classic range of scenario as business cycles pick up with Lever Pvt Ltd (KCLL) to its partner motorcycles coupled with ongoing festive the ongoing festive season. The numbers Kimberly-Clark Cooperation (KCC) – Positive read through for ONGC and Oil India as upstream companies may get higher gas prices for difficult fields apart from deep water blocks. 3 NOV 2017, 1:16PM season. The numbers are in-line with at 6,083 units were ahead of our estimates neutral for HUL; will not have any Powergrid Q2 earnings broadly in line with estimates VIEW MORE estimates.. of 5,220 units.. significant impact on earnings. . corporates(comprising of listing fees and book building income) , witnessing a rise of 28% to Rs53 crores.

PGCIL revenues stood in line with our estimates to Rs7253 crore, growth of 16% YoY. Topline growth was driven by 16% YoY growth in transmission segment to Rs7063 crore led by higher capitalization of transmission assets in Q2FY2018. 15 DEC 2017, 10:46AM VIEW MORE GMR Infra emerges as preferred bidder for Clark Airport project

Positive news for GMR Infrastructure as GMR Group-Megawide consortium emerges as preferred bidder for Clark Airport project in Philippines. 3 NOV 2017, 1:04PM VIEW MORE

Glenmark profit beats expectation 3 OCT 2017, 12:40PM

3 OCT 2017, 12:18PM

3 OCT 2017, 12:15PM

Godrej Properties Lt: Godrej Properties

Maruti Suzuki India: Maruti Suzuki

Sales for the quarter grew by 1.5% to Rs 2256.6 crore; US business reported decline of 5.7%.

Phoenix Mills: Phoenix Mills has further acquired 0.80% equity stake of Vistra on residential project on approximately 59 crossover S-Cross with price starting at Rs September 28, 2017 and 5.27% equity Positive for M&M as it plans to increase prices across its range of passenger and commercial vehicles by up to 3% effective 1 Jan 2018 to pass on the rising input cost. acres in Mamurdi, West Pune, within 8.49 lakh (ex-showroom Delhi). The four stake from IIRF on September 29, 2017 in 3 NOV 2017, 12:55PM PCMC limit. Positive for the stock.. variants of the vehicle are priced between Offbeat Developers Private Limited VIEW MORE PNB Q2 results better than expected performance Rs 8.49 lakh and Rs 11.29 lakh.. (ODPL). Neutral read thru for the stock.. 15 DEC 2017, 10:44AM VIEW MORE has entered into a partnership to develop a launched an updated version of its M&M to hike prices of its passenger and commercial vehicles

Punjab National Bank has posted a better than expected results as Net Interest Income was up by 3.5% YOY to Rs4015.2 crore while the Net profit increased marginally by 15 DEC 2017, 10:35AM 2.0% YOY to Rs560.6 crore and was ahead of our estimates.

HUL's strategy of premiumisation picks up momentum VIEW MORE

Positive read through for HUL as its strategy of premiumisation has been picking up momentum as though Ghari has been able to maintain market share, it has remained the same in past 3 years indicating a kind of stagnancy in the mass laundry segment. 3 NOV 2017, 12:49PM VIEW MORE

Natco results below expectation Sales for the quarter grew by 2.8% to Rs 426.7 crore.

3 OCT 2017, 12:10PM 3 OCT 2017, 12:08PM 15 DEC 2017, 10:32AM Heritage Foods: Heritage Foods earmarks ONGC: DGH rejects to review commercial VIEW MORE Bankers will soon act on 28 defaulters identified by RBI

3 OCT 2017, 11:26AM

PNC Infratech: PNC Infratech declared L1 for Hybrid Annuity project worth Rs2159 crores – positive for the stock..

Rs100 crore capex to build dairy portfolio – viability of ONGC's UD-1 discovery; Negative read thru as this may keep the provision requirement somewhat elevated in the next two quarters as well. positive read through for the stock. negative read through . 3 NOV 2017, 12:40PM VIEW MORE

Apollo Tyres report weak operating performance in Q2 Apollo Tyres: Q2FY2018 Result Update - Rising RM prices coupled with QIP to dilute earnings; Downgrade to Hold 15 DEC 2017, 10:17AM VIEW MORE MHCV sales growth to be strong in December 2017

Positive news for Tata Motors, Ashok Leyland and Eicher Motors as MHCV sales growth to be strong in December 2017 due to pre-buying ahead of mandatory A/C/Ventilation norms. 3 NOV 2017, 11:07AM

Ramco Cements' Q2 margins impacted by higher fuel costs VIEW MORE

The Ramco Cements (Ramco) posted 5% YoY growth in net sales to Rs1,066 crore during Q2FY2018. This was on account of a 6.3% YoY growth in cement volume and 1% YoY increase in the blended realization. 15 DEC 2017, 10:10AM 3 OCT 2017, 11:09AM 3 OCT 2017, 11:02AM VIEW MORE Unichem sells its domestic formulation business to Torrent Pharma

3 OCT 2017, 10:57AM

PVR Ltd: Inox, PVR to down shutters to Bajaj Auto Ltd: September 2017 sales Though the deal is a strategic fit, it will weaken core earnings for short term. protest local body tax – Inox has nine surprise positively, up 14% YoY on 3 NOV 2017, 11:01AM screens in Chennai, sentimentally account of an improved festive demand; VIEW MORE Divis Lab's import alert and warning letter issues resolved negative read-thru. . Number ahead of estimates..

Maruti Suzuki India: Maruti Suzuki September 2017 sales up 9.3% YoY driven by robust demand for new launches; Numbers in line with estimates. Read details below:. Successful resolution of import alert and warning letter in a short span of time restores the confidence in the company and its management. 15 DEC 2017, 9:52AM VIEW MORE Disney to buy 21st Century Fox assets for $52.4 billion

Positive read through for ZEE Entertainment and also for Sun TV, Balaji Tele, TV18 Broadcast among others 3 NOV 2017, 10:52AM VIEW MORE

Tube Investments' stocks deliver returns better than our expectation Tube Investments of India Ltd (TIIL): Viewpoint - Book profit with a gain of 30% 14 DEC 2017, 10:03AM VIEW MORE MOICML, a subsidiary of M&M has sold 64,50,000 shares 3 OCT 2017, 10:49AM 3 OCT 2017, 10:40AM 3 OCT 2017, 10:37AM Positive read through for the company as the sale proceeds would be utilized for for part re-payment of MOICML’s debt and/or for declaration of Dividend.

Tata Motors Ltd: Tata Motors September

Jet Airways: Jet Airways in talks with Air Maruti Suzuki India: With an ongoing France-KLM to create JV between Europe festive season, Maruti launched Alto800 Firstsource Solutions Q2 quarter stable despite headwinds by 20%YoY due to strong growth in both and India. Positive read thru for Jet Utsav Edition at price of Rs 3.94 lakh, exThe numbers of Firstsource Solutions Limited (FSL) are not strictly comparable on QoQ basis as the company divested some of its domestic businesses during Q1FY2018. PV and CV segment; Numbers in-line with Airways.. showroom, Delhi; positive.. 14 DEC 2017, 9:57AM estimates. Read details below:. VIEW MORE Rico Auto enters joint venture with Ultra Fairwood PTE Ltd. 3 NOV 2017, 10:35AM VIEW MORE 2017 overall dispatches up impressively

Positive read through for as both companies will hold a 50% stake in the JV company. 3 NOV 2017, 10:20AM VIEW MORE

Automobile monthly sales review of October 2017 shows mixed bag performance Automobile sales momentum slowed down in October 2017, after three consecutive months of strong double-digit growth. On a year-on-year (y-o-y) basis, passenger 14 DEC 2017, 9:54AM vehicles (PV) grew a moderate 4% (year-to-date (YTD) FY2018 growth 12%), commercial vehicle (CV) segment grew 7% (YTD FY2018 growth 7%) while two-wheelers Glenmark met primary clinical endpoint (2W) sales declined 2% (YTD FY2018 growth 8.1%). VIEW MORE Glenmark announced that it met its primary clinical endpoint in a Phase 3 study evaluating the safety of Ryaltris. 3 OCT 2017, 10:26AM VIEW MORE

29 SEP 2017, 10:55AM

29 SEP 2017, 10:49AM

Tata Motors Ltd: Tata Motors has won the Bharat Heavy Ele: India Ratings & first contract to supply electric vehicles to Research (Ind-Ra) has revised BHEL’s Tech Mahindra delivers good set of numbers for Q2 14 DEC 2017, 9:50AM Govt; positive. . outlook to stable from negative while Tech Mahindra Q2FY18 results: Good margins execution continues, PAT beat led by higher other income Tata Communication to transfer surplus land affirmed the rating for bank facilities (fund

: Bank of Baroda has cut its base rate (the minimum rate below which a bank cannot lend) by 35 BPS to 9.15% with effect from October 1 – Neutral read thru as the lending rate reduction is usually made by the bank’s ALCO in sync with similar reduction in the Cost of funds for the bank.

2 NOV 2017, 3:13PM

based as well as non-fund based) at IND Positive read through for the company as this will be value unlocking for the existing shareholders. VIEW MORE AA+ indicating stable outlook; positive.

VIEW MORE 2 NOV 2017, 12:51PM

Apollo tyres reports weak operating performance for the quarter. 14 DEC 2017, 9:26AM

RBI impose PCA against Corporation Bank High raw material cost and Hungary plant start up costs impact operating performance; higher depreciation and tax rate further dent profitability; Numbers below estimates. VIEW MORE Negative read through for the Corporation Bank to pay dividend. VIEW MORE 2 NOV 2017, 12:45PM 29 SEP 2017, 10:42AM

29 SEP 2017, 10:36AM

29 SEP 2017, 9:43AM

29 SEP 2017, 9:07AM

29 SEP 2017, 9:03AM

GCPL Q2 sees recovery in volume growth Bajaj Auto Ltd: Bajaj Auto is looking at ICICI Bank: ICICI Bank has launched a GAIL (India) Ltd: Petroleum and Natural 14 DEC 2017, 9:22AM Maruti Suzuki to take 2% price hike across portfolio For Q2FY2018, consolidated revenue of Godrej Consumer Products Limited (GCPL) grew by 6% on comparable basis, driven by 11% growth in the domestic business venturing into new international markets new home loan scheme which offers Gas Regulatory Board (PNGRB) has (largely driven by 10% volume growth). and soon will start to export its Dominar borrowers the benefit of 1% cashback on issued a public consultation paper (PCP) Positive read through for Maruti Suzuki as it will offset the impact of the rising input costs. 400 to Australia. . every EMI, for the entire tenure of the loan for authorization of unified/pooled tariff for VIEW MORE VIEW MORE (minimum tenure of 15 years) but will GAIL’s integrated pipelines - Positive. . accrue only after 3 years of EMI payment 2 NOV 2017, 12:31PM or the 36th EMI – Negative read thru, as 14 DEC 2017, 9:20AM Bharti Airtel Q2 results post impressive margin executionthe move may impact the margins for the Oil companies increase price of diesel and petrol bank, which has a significant Retail In Q2FY2018, Bharti Airtel’s consolidated revenue declined by 0.8% on a sequential basis (down by 11.5% YoY) to Rs.21,832 crore,broadly in-line with our estimates. Negative read through for Oil companies as there is daily adoption of auto fuel pricing mechanism for Gujarat state elections. portfolio.. VIEW MORE VIEW MORE

2 NOV 2017, 12:23PM 14 DEC 2017, 9:12AM Info Edge Q2 margins beat estimates 29 SEP 2017, 9:30AM RBI increases Manpasand Beverage's FII limit

Indian Overseas: Indian Overseas Bank Bharti Airtel: Bharti Airtel and Idea Cellular Infosys: Infosys: Mediterranean Bank goes For Q2FY2018, Info Edge (India) Limited (Info Edge) delivered weaker-than-expected revenue growth of 7.2% YoY (4% below our expectations). Positive read through for the stock as it allows further buying of FII. has sold its bad debt exposure of Rs1,500 have moved the Bombay High Court, live with Infosys Finacle loans module. VIEW MORE crore in Essar Steel to Edelweiss Asset VIEW MORE

seeking a stay on the telecom regulator’s Reconstruction Company at a 50 percent decision to cut the interconnection usage discount to its book value – Sentimentally charge (IUC) from next month. . 2 NOV 2017, 12:22PM 13 DEC 2017, 3:00PM positive for IOB. TVS Motor Q2 results post best ever margin performance in last 12 years Supreme Court allows cement companies to use petcoke for power & fuel TVS Motor (TVS) reported better than anticipated operating margin for Q2FY2018. Retain Buy with revised PT of Rs. 825 However SC has banned use of petcoke for all the industries in three northern states. VIEW MORE VIEW MORE 2 NOV 2017, 12:13PM 13 DEC 2017, 11:38AM Info Edge Q2 margins beat estimates

IIP growth stood 2.2% vs 4.1% MoM

For Q2FY2018, Info Edge (India) Limited (Info Edge) delivered weaker-than-expected revenue growth of 7.2% YoY (4% below our expectations). 29 SEP 2017, 9:00AM 28 SEP 2017, 12:29PM 28 SEP 2017, 12:17PM IIP growth for October 2017 stood at 2.2% versus 4.1%(revised) MoM VIEW MORE Mahi and Mahi: Mahindra & Mahindra has VIEW MORE

: Air India ties up with Punjab National Bank (PNB), IndusInd Bank for Rs3,250 crore working capital loan.

Bharti Airtel: Bharti Airtel plans to invest up to Rs20,000 crore this year in digital infrastructure.

launched a pick up New Bolero Maxitruck Plus with higher storage priced at Rs 5.24 2 NOV 2017, 10:46AM Lakh – Positive. 13 DEC 2017, 11:35AM Capital First Q2 results show robust all-round performance CPI Inflation surges to 4.88% vs 3.58% MoM

Capital First (CAPF) continued with its strong performance during Q2FY2018 as well. Read details below: CPI food Inflation rose to 4.42% versus 1.90% MoM VIEW MORE VIEW MORE 2 NOV 2017, 10:22AM 13 DEC 2017, 11:13AM Divis Lab's Q2 results disappoint; H2 expected to be better

Kalpataru Powers secures new orders for design, supply and construction Disappointing performance continued on account of elongated time to establish protocols and procedures required to export the exempted products and absence of Positive read through for Kalpataru Towers as it secures new orders of award of Rs. 875 crores. revenues from non-exempted products. VIEW MORE 28 SEP 2017, 12:13PM VIEW MORE

28 SEP 2017, 12:08PM

28 SEP 2017, 12:04PM

Westlife Development: Westlife : Zara announces that it will start online Development introduces 12 new products sales throughout the country starting 13 DEC 2017, 11:06AM 2 NOV 2017, 10:08AM in McDonalds in the region of South and October 4, through its website. NBCC secures new business in Mauritius Pincon Spirits recovers from recent lows but regulatory concerns prevail West India – positive read through.

IDBI Bank Ltd: IDBI Bank sell 9.03% stake in the Small Industries Development Bank of India (SIDBI) for an undisclosed amount.

Positive read through for NBCC as it seeks new business valuations of Rs 150 cr. Viewpoint - Regulatory concern remains key headwind (Book out) VIEW MORE VIEW MORE

13 DEC 2017, 10:54AM 1 NOV 2017, 4:31PM

Havells India plans new facility for consumer durables Dr Reddy Q2 Concall Highlights Positive read through for Havells India as it plans new facility in Rajasthan. Near term outlook continues to look hazy and company could witness margin pressure due to delay in key product approvals due to ongoing regulatory issues, strengthening rupee and pricing pressure in US. VIEW MORE

VIEW MORE 28 SEP 2017, 11:58AM

28 SEP 2017, 11:52AM

28 SEP 2017, 11:17AM

13 DEC 2017, 10:36AM Tata Motors Ltd: Tata Motors' unveils its

ITC Ltd: ITC is planning to introduce small Religare Enterprises: REL tell the Delhi Hero Motocorp gain due to strong rural demand 1 NOV 2017, 4:21PM new generation range of commercial packs in each category to expand its reach high court that the sale of its health Divis continues to report another weak quarter vehicles – Tata Ultra in Johannesburg, in rural market. insurance business is unlikely to happen Positive read through for Hero Motocorp as this demand helps to maintain growth momentum. South Africa; positive. this year. Performance continues to be impacted due to Import Alert issued by the USFDA and time required for setting up protocols and procedures for release of export shipments. VIEW MORE VIEW MORE 13 DEC 2017, 10:29AM

Warburg Pincus to buy 20% stake in Bharti Airtel 1 NOV 2017, 2:50PM Bharti Airtel Q2 margins beat expectations

Positive read through as Pincus to buy Bharti Airtel's DTH arm for 350$ million. The consolidated revenues down 0.8% QoQ (down 11.5% YoY) to Rs21,832 crore, broadly in-line with our expectations. The revenue from India business down 3%/13% VIEW MORE QoQ/14.2% YoY, impacted by the aggressive pricing of Reliance JIO. VIEW MORE 13 DEC 2017, 10:01AM 28 SEP 2017, 11:11AM 28 SEP 2017, 10:57AM Ashok Leyland launches west African headquarters in Ivory Coast

28 SEP 2017, 10:57AM

Eicher Motors: Eicher Motors (2w division 1 NOV 2017, 1:30PM

Reliance Inds: RIL to buy it's own CBM Positive read through for Ashok Leyland as it introduces 4 new models in Ivory Coast GIC Housing Finance Q2 results report satisfactory operating performance – Royal Enfield): to globally launch the gas from blocks in Madhya Pradesh; 750 cc Interceptor in November 2017 – positive read through . VIEW MORE GIC Housing Finance: Viewpoint - Steadily improving franchise, outlook bright Positive.

Maruti Suzuki India: Maruti Suzuki plans to launch crossover hatch (Celerio X) this festive season; positive.

VIEW MORE 13 DEC 2017, 9:51AM

Reliance Jio added 7.34m subscribers 1 NOV 2017, 1:30PM

Positive read through for Reliance Industries as its subsidiary added 7.34m subscribers in October 2017.

Mahindra & Mahindra Q2 overall sales below estimates VIEW MORE

Mahindra & Mahindra: Automotive sales broadly in line; tractor sales below expectations due to likely inventory correction; overall sales below estimates VIEW MORE 13 DEC 2017, 9:08AM

Reliance Industries plans to launch IPO for Reliance Jio 1 NOV 2017, 12:01PM Positive read through for Reliance Industries as it would help in value unlocking. 28 SEP 2017, 10:36AM 27 SEP 2017, 1:00PM Inox Leisure delivers margin outperformance in Q2

27 SEP 2017, 12:15PM

ONGC: ONGC to sell its 13.77% stake in Madhucon Project: Madhucon Projects: INOX Leisure: Q2FY18 Result update - Ad revenue momentum continues, margins surprise positively. IOCL and 4.87% stake in GAIL to fund Brookfield Asset Management is HPCL acquisition. evaluating buying around four-five toll road VIEW MORE assets of Madhucon Projects - Positive 13 DEC 2017, 9:05AM India Cotton output seen at 3-year peek on higher crop area read thru for the stock.

Network 18 Media and I: HomeShop18, part of Network18, is set to acquire 74% stake in Shop CJ Network. Network18 – stock to remain in focus. .

VIEW MORE

1 NOV 2017, 11:56AM

Positive read through for the cotton and textile industry as their margins are expected to rise in FY2019 due to lower cotton prices.

Bharat Electronics' Q2 results post stellar performance VIEW MORE

We upgrade our rating on the stock to Buy from Hold with a revised target price (TP) of Rs.220 VIEW MORE 13 DEC 2017, 9:01AM

Grasim to operate 25k TPA VFY capacity of Century Textile 31 OCT 2017, 12:18PM

Positive read through for Grasim Industries as it is expected to receive 'Right to manage & operate' 25K TPA Viscose Filament Yarn Business.

PI Industries' Q2 results report weak performance

VIEW MORE 27 SEP 2017, 12:06PM 27 SEP 2017, 12:03PM 27 SEP 2017, 11:29AM PI Industries Limited (PI) reported weak performance for Q2FY2018, with numbers coming below our as well as street estimates across parameters.

MT Educare Ltd: MT Educare said the Hindustan Unilever L: Hindustan Unilever VIEW MORE NCLT has approved the merger of plans to sell premium tea through its own 12 DEC 2017, 3:29PM Lakshya Forum For Competitions Pvt Ltd portal, marking its entry into the PNB board approves opening of QIP with Lakshya Educare Pvt Ltd.. ecommerce business in India – positive for 31 OCT 2017, 12:02PM Positive read through for PNB as it will raise up to Rs. 5000 cr for the bank. HUL’s foods business.. LIC Housing posted weak results for Q2

Maruti Suzuki India: Post the implementation of GST, Ciaz and Ertiga models have seen shift in the demand from diesel hybrid models to petrol variants. .

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LIC Housing posted weak results for Q2 FY18 with Q2 FY18 PAT at Rs 489.12 crore, down by 1.1% YoY and was below estimates. VIEW MORE 12 DEC 2017, 9:38AM

Package tours could become cheaper 31 OCT 2017, 12:00PM

Positive read through for Thomas Cook and Cox & Kings as the government is looking at a proposal to allow tax credits to tour operators.

Supreme Industries deliver strong revenue in Q2 VIEW MORE

Looking at strong long term triggers, we maintain our BUY rating on the stock with unchanged TP of Rs1,250. VIEW MORE 27 SEP 2017, 11:08AM 12 DEC 2017, 9:33AM Reliance Inds: Reliance JIO expected to

27 SEP 2017, 10:47AM

27 SEP 2017, 10:35AM

TVS Motor Co Ltd: TVS Motors' Jupiter Dabur India: Dabur ropes in Amazon to Moody affirmed Jaguar corporate family rating as Ba1 unsecured instrument ratings revise refund policy for its 4G feature has emerged as the second largest selling boost foreign business – positive for 31 OCT 2017, 11:58AM phones; positive read through . scooter brand in India with its cumulative Dabur, will help to boost the revenue from Negative read through for Tata Motors as the outlook changed from positive to stable. Bharat Electronics delivers better-than-expected revenue growth in Q2 sales crossing 2 mn units since its launch foreign markets which is currently at 30% . VIEW MORE After a stellar performance in Q1FY18, BEL has reported another quarter of strong performance across all parameters. During Q2FY18, BEL has delivered better-thanin September 2013. Positive read thru. expected revenue growth of 38% yoy to Rs2,476.2 crore. VIEW MORE 12 DEC 2017, 9:05AM

Government plan to include shale gas in petroleum definition Positive read through for Reliance Industries as it has experience of shale gas operations in the US. 31 OCT 2017, 11:55AM

HDFC posts healthy Q2 operating performance VIEW MORE We have maintained our Buy rating on the stock with a revised price target (PT) of Rs.1,900. VIEW MORE 12 DEC 2017, 9:01AM

Dr. Reddy gets EIR from USFDA 27 SEP 2017, 10:02AM 26 SEP 2017, 11:18AM 26 SEP 2017, 11:00AM Tata Consultancy: Diligenta announced Great Eastern: Great Eastern Shipping Mahi and Mahi: M&M launched a top end Positive read through for Dr. Reddy as it lifts the overhang for its Unit-3 formulation plant in Bachupally. 31 OCT 2017, 11:51AM that it has secured a 15-year deal with took delivery of a Secondhand Medium variant of its compact SUV TUV300 priced UPL Q2 results suggest volume traction remains strong VIEW MORE Scottish Widows, the life and pensions Gas Carrier 'Jag Vijaya' (1997 Built) of at Rs 9.66 lakh (ex-showroom Mumbai).. business of Lloyds Banking Group (LBG).. about 35,420 cbm - Positive read through.. We expect UPL’s earnings to clock a 12% CAGR between FY2017 and FY2019 and retain our Buy recommendation on the stock with a PT of Rs. 980. VIEW MORE 11 DEC 2017, 2:54PM

Sadbhav Infrastructure has been declared L1 for four laning Positive for both stocks with L1 declared for four laning of 74.6 kms at a bid price of Rs. 1069.82 crore. 31 OCT 2017, 11:48AM

Lupin's Q2 results report decline in total sales VIEW MORE Lupin Limited (Lupin) reported a 7.9% decline in its total sales (including operating income) to Rs.3, 952 crore (lower than our expectation of Rs.4, 167 crore) for 2QFY2018. 11 DEC 2017, 2:41PM India's petroleum consumption grew 6.2% YoY VIEW MORE

Positive read through for OMCs as consumption of petroleum, HSD and MS grew at a healthy rate. 26 SEP 2017, 10:55AM 26 SEP 2017, 10:50AM

26 SEP 2017, 9:33AM

31 OCT 2017, 10:27AM Wipro Ltd: Wipro has won a $100 million, VIEW MORE

Maruti Suzuki India: Maruti Suzuki: Has Indian Oil Corporation's Q2 results substantially lower than estimates five-year integrated outsourcing contract commenced bookings for the new version from German re-insurer Munich Re that of S-Cross, which the company plans to Viewpoint – Indian Oil Corporation: Weak performance led by refinery shutdowns 11 DEC 2017, 2:31PM involves infrastructure management launch later in this week. . Tata Motors shall be increasing prices of domestic passenger vehicles. VIEW MORE services and application development – positive read-thru.. Positive read through for Tata Motors as it increases the prices on account of rising input cost.

Chennai Petro: Chennai Petroleum: IOCL’s board approves CPCL’s proposal to set-up 9mtpa refinery at Cauvery Basin; sentimentally positive for CPCL and IOCL.

31 OCT 2017, 10:07AM VIEW MORE

Aditya Birla Fashion & Retail’s Q2 sales performance impacted by GST Viewpoint: Aditya Birla Fashion & Retail’s Q2FY2018 result update - Recovery still some time away, but FY2019 likely to be better 11 DEC 2017, 12:43PM Granula India completes USFDA inspection of its Virginia facility. VIEW MORE

Positive view on the stocks as they go up by 4% 30 OCT 2017, 12:24PM VIEW MORE 26 SEP 2017, 9:24AM 26 SEP 2017, 9:20AM Jubilant Food Works to focus more on customer satisfaction

25 SEP 2017, 12:14PM

Infosys: Infosys has entered into Infosys: Infosys: Introduces private cloud Jubilant Food Works Ltd: Viewpoint - Delightful investment treat in offering. Read details below: collaboration with Huawei and Wapwag to solution with Micro Focus SUSE . 11 DEC 2017, 12:29PM launch open edge computing IoT Parag Milk Foods join hands with Taj Group VIEW MORE solutions..

Infosys: Infosys Finacle announced a partnership with ToneTag. Through this partnership, Finacle and ToneTag will offer a joint solution that will leverage the latter's sound wave technology to enable proximity payments and interactions..

Positive read through for Parag Milk Foods as it will supply products on International flights. 30 OCT 2017, 12:15PM VIEW MORE

CGCEL Q2 results report profitability growth in a challenging environment

For 2QFY2018, Crompton Greaves Consumer Electricals Ltd. (Crompton Greaves) reported significant growth (after adjusting for excise duty impact) of 16% YoY in its net 11 DEC 2017, 12:24PM sales to Rs.960 crore. Read details below:

Rico Auto bags new orders worth Rs. 2100 crores VIEW MORE

Positive read through for the company as it receives orders from BMW, Renault, Nissan etc. VIEW MORE 30 OCT 2017, 11:11AM

Maruti Suzuki India reported a strong operating performance in Q2 25 SEP 2017, 11:59AM 25 SEP 2017, 11:55AM 11 DEC 2017, 9:48AM Maruti Suzuki India Ltd Q2FY2018 Result Update - Robust earnings outlook; maintain Buy

25 SEP 2017, 11:43AM

Reliance Inds: Reliance Industries: Dabur India: Dabur India: Has tied up with Eros International expects 75% revenue from digital space in 3 years Reliance Jio, subsidiary of Reliance e-commerce major Amazon for an online VIEW MORE Eros International expects about 75% of its revenues from digital platform in the next three years -- up from 25% now Industries (RIL), is expected to start ayurveda marketplace which will house all delivery of around 6 million JioPhones ayurvedic brands and products available VIEW MORE 30 OCT 2017, 10:13AM from 1st October-2017 – sentimentally in the country - Positive. L&T Finance Holdings post good set of Q2 sales numbers positive for RIL..

NDTV: NDTV’s shareholders have approved sale of its automobile ecommerce firm Fifth Gear Ventures Limited to Autobyte Private Limited. .

11 DEC 2017, 9:44AM Viewpoint - Well-defined business strategy bearing fruits. Read details below:

NCLT dismissed the board of Unitech Ltd. VIEW MORE

Stock to be in focus as NCLT dismissed the board of Unitech while hearing the central government's plea to take control of the company. VIEW MORE 30 OCT 2017, 9:45AM

ITC Q2 results show disappointing cigarette sales 11 DEC 2017, 9:38AM ITC: Stock update - Non cigarette FMCG outperforms (maintain – Hold; PT – Rs325)

Government to soon unveil policy on methanol blending in petrol 25 SEP 2017, 11:25AM 25 SEP 2017, 10:19AM

25 SEP 2017, 9:21AM

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PVR Ltd: PVR announced the relaunch of Bharti Airtel: Bharti Airtel: Ghana’s Ashok Leyland: Ashok Leyland: Launched Positive read through for Deepak fertilizers and RCF as Government to soon unveil policy on methanol blending in petrol. the Chanakya theatre into the Delhi’s first VIEW MORE ECX (enhanced cinema experience) 30 OCT 2017, 9:40AM multiplex.. ONGC Q2 results in-line with operating profit

regulator approved for a potential merger between Airtel and Tigo (Ghanaian Subsidiaries).

the “Dost+”, a muscled up version of its small commercial vehicle Dost, with a higher payload capacity and cargo space Positive read through. .

11 DEC 2017, 9:31AM Higher other income and lower ETR led to beat in PAT. Strong growth of 7.7% YoY in gas production a big positive. Read details below:

Government to sell Rs. 67.50 lakh shares at a discount VIEW MORE

Government to sell 67.50 lakh shares at a discounted price of Rs 156.12. VIEW MORE 27 OCT 2017, 11:50AM

Crompton Greaves CE Q2 earnings report strong operational performance 11 DEC 2017, 9:25AM Net Sales rose 7% YoY to Rs 960 crores essentially driven by volume growth amidst challenging market environment with muted housing growth and disruption due to GST

Hexaware Ltd. to sell 10-15% at 1-5% discount. implementation.

Negative read through for Hexaware Ltd. as prospects for potential delisting will diminish. VIEW MORE 22 SEP 2017, 10:48AM

22 SEP 2017, 10:40AM

22 SEP 2017, 9:22AM

Zee Entertainment En: Zee Entertainment VIEW MORE

Unitech Ltd: The Supreme Court once Adani Power Ltd: Shareholders have forays into global production with a studio again refused to grant bail to Unitech MD approved a proposal to hive off its flagship 27 OCT 2017, 11:01AM in Canada. . Sanjay Chandra insisting he could not be Mundra power station (4620MW) to its Yes Bank Q2 results show impressive growth eclipsed by weak asset quality performance 11 DEC 2017, 9:19AM freed without ensuring that the interests of subsidiary. . Axis Bank shareholders approve raising Rs. 11,626 crore Considering the weak asset quality outlook, we have downgraded our rating to “HOLD” with a revised PT of Rs 350 for the stock. 16,300 home buyers in 61 of the Positive read through for Axis Bank as the shareholders plan raising fund from marquee investors. developer’s projects were protected.. VIEW MORE VIEW MORE 27 OCT 2017, 10:57AM

V-Guard delivers impressive Q2 operational performance 11 DEC 2017, 9:13AM

Automobile Industries offer higher discounts compared to December 2016. Based on V-Guard Industries' Q2FY2018 result reviews, we suggest retain Buy on stock with a revised PT of Rs227. Negative read through as higher discounts are likely to impact the margins. VIEW MORE VIEW MORE 22 SEP 2017, 9:11AM 27 OCT 2017, 10:49AM Eicher Motors: Eicher Motors plans to

22 SEP 2017, 9:08AM

22 SEP 2017, 9:03AM

Bharti Airtel: UIDAI lens on Airtel over Exide continues to regain market share in automotive replacement space invest Rs 400-450 cr in the CV business in opening payments bank account using 11 DEC 2017, 9:08AM Tata Motors November sales below estimates FY2018 on new products and BS6 eKYC – negative read-thru. We retain our Positive view on the stock and believe that it can generate 12-15% returns in the next 6-8 months. technology - Positive. Negative read thru as JLR numbers are marginally below estimates.

Ashok Leyland: Ashok Leyland will start exporting LCVs with left hand drive version as 80% of the world market is for left hand drives; positive.

VIEW MORE VIEW MORE

27 OCT 2017, 10:32AM

GIC Housing Finance post decent set of Q2 sales numbers 11 DEC 2017, 9:05AM

Ultratech plans to set up 3.5mtpa integrated cement plant GIC Housing Finance Q2FY18 results first cut show steady operational performance Positive read thru for the stock as Ultratech approves proposal of increasing foreign portfolio investors limits. VIEW MORE VIEW MORE 27 OCT 2017, 10:27AM

Biocon reports disappointing Q2FY2018 numbers 20 SEP 2017, 11:45AM 20 SEP 2017, 11:37AM 20 SEP 2017, 11:32AM 8 DEC 2017, 2:44PM Shreyas Shipping and L: Shreyas Surya Roshni Ltd: Surya Roshni obtain : IT Sector: US resumes premium ICICI Bank to list ICICI Securities Factors affecting earning performance were plant modifications undertaken to comply regulatory requirements led to production disruptions, regulatory and tender delays Shipping signs MOA for acquisition of orders through competitive e-bidding for processing of H-1B visas – positive readin some emerging markets for biosimilars business, Malaysia facility costs and pricing pressures in API’s. Positive read thru for ICICI Bank as it seeks a valuation of Rs. 20,000 crore container vessel of about 1500 TEUs. LED Luminaire and LED Street Lights thru for Indian IT companies. VIEW MORE amounting to Rs49 crs. VIEW MORE 27 OCT 2017, 10:18AM 8 DEC 2017, 9:40AM

Emami Q2 results suggest uptick in sales volume to sustain Havells ‘Standard’ brand forays into water heater segment Reco – Buy, PT – Rs1,355. In Q2FY2018, Emami witnessed 14% growth in its consolidated revenue (on comparable basis), driven by 10% volume growth. Positive news for Havells as ‘Standard’, a well-known brand of Havells, forays into water heater market with launch of five variants. VIEW MORE VIEW MORE

26 OCT 2017, 1:08PM 8 DEC 2017, 9:11AM

Emami Q2 results see strong recovery performance post lull Q1 Biocon board approves transfer of Biosimilars business 20 SEP 2017, 11:26AM

20 SEP 2017, 11:16AM

20 SEP 2017, 11:09AM

brand on home-grown 'big screen' format – stock to remain in focus.

plans to enter battery manufacturing and battery pack assembly over the next decade.

Emami Q2FY2018 results show that domestic business revenues grew in double digit and margin expansion led to strong double digit PAT growth. Read details below: Entertainment Networ: ENIL: Commences PVR Ltd: PVR introduces 'P[XL]'-subReliance Inds: RIL, Hero Group, Adani Positive for long term as the company plans to monetize the opportunity by listing the subsidiary in future.

broadcast from its radio station at Jammu VIEW MORE VIEW MORE (98.3 FM) – stock to remain in focus.

26 OCT 2017, 12:59PM 8 DEC 2017, 8:52AM

Exide Industries report marginal miss on Q2 operating performance Emami to acquire 30% stake in Helios Lifestyle As per Exide Industries Q2FY2018 results, operating performance are marginally below estimates as higher lead prices dent margins. Read details below: Positive read through for the company as it will enable Emami to sell its other male grooming products through e-commerce. VIEW MORE VIEW MORE

26 OCT 2017, 12:47PM 8 DEC 2017, 8:50AM

RBL Bank posts strong Q2 operational performance Federal Bank approves investment by strategic investor During Q2FY18 RBL Bank (RBL) has posted strong operational performance as the net interest income increased by 38.7% YoY to Rs420.2crore while the non-interest Sentimentally positive for Federal Bank. income was up by 42.6% YoY to Rs241.1 crore. Viewpoint - RBL Bank: Healthy business traction, asset quality stable. Read details below: 19 SEP 2017, 2:11PM 19 SEP 2017, 1:34PM 19 SEP 2017, 1:05PM VIEW MORE ONGC: OVL along with its partners get VIEW MORE

Tata Consultancy: TCS has signed a cooperation agreement with the government of São Paulo to bring its IT education program for high school students across the Brazilian state..

Prestige Estates Pro: Canadian pension extension for Azerbaijan oil field up to fund CDPQ is in advanced talks with 2049 – positive read through . Prestige Group to invest as much as $200 8 DEC 2017, 8:47AM 26 OCT 2017, 12:41PM million in the commercial real estate M&M to hike vehicle prices by 1.5-2% HCL Technologies Q2 results show stable quarter assets of prestige, marking its first Positive read through for the company as Mahindra & Mahindra is likely to hike prices of its vehicles by around 1.5-2% starting January 2018 to pass on the hike in the key investment into India's property sector After two consecutive quarters of strong performance, HCL Technologies (HCL Tech) reported weaker-than-expected revenue in Q2FY2018, with constant currency (CC) inputs – forgings and castings. revenue rising 0.9% quarter-on-quarter (q-o-q). Read details below: Positive read thru for the stock.. VIEW MORE VIEW MORE

8 DEC 2017, 8:45AM 26 OCT 2017, 12:33PM

TVS Motors to launch refreshed version of Apache RTR160 Hindustan Unilever Q2 result update shows recovery in volume growth Positive news for TVS Motors as the company is set to launch a refreshed version of Apache RTR 160 soon. In Q2FY2018, domestic business revenue of Hindustan Unilever Limited (HUL) grew by ~10% (on like-to-like basis), ahead of our as well as street expectation. Read details below: VIEW MORE 19 SEP 2017, 11:40AM 19 SEP 2017, 11:29AM 18 SEP 2017, 2:47PM

Thomas Cook (I): Thomas Cook has VIEW MORE

ONGC: Government may offer control of opened four new outlets in Delhi NCR and ONGC oil fields to private players – 7 DEC 2017, 11:48AM Jodhpur, Rajasthan; eyes strong growth sentimentally negative . Tata Motors (JLR) global retail sales for Nov 2017 up by 10% YoY 26 OCT 2017, 9:30AM potential in North India – positive read Game changing move for government banks Tata Motors (JLR) global retail sales for November 2017 at 52,332 units up 10% YoY; Numbers in-line with estimates. through. .

Jubilant Foodworks L: Hardcastle, Jubilant Foodworks, Speciality Restaurant, Moon Beverages, Lite Bite keen to partner McDonald’s – long term positive for Jubilant Foodworks as it has expertise in Quick Service Restaurants, but it will add The Government’s move to infuse Rs2.1 trillion (or Rs2,10,000 crore) into public sector banks (PSBs; through recapitalization bonds worth Rs1,35,000 crore, budgetary VIEW MORE support & market borrowings of Rs76,000 crore) is a key positive as it helps provide PSBs clean their balance sheet and leaves enough capital for growth in the immediate to the cost in the near term. future. 7 DEC 2017, 9:47AM VIEW MORE

L&T’s Hydrocarbon division wins Rs 1,600 cr order Positive news for L&T as its Hydrocarbon division wins Rs 1,600 crore order. 25 OCT 2017, 10:17AM

Zee Entertainment Enterprises Ltd (ZEEL): Q2FY2018 result update VIEW MORE Zee Entertainment Enterprises Ltd (ZEEL) overall revenue declined by 6.7% y-o-y to Rs. 1,582.1 crore (a tad below our expectations), as advertisement revenue growth 18 SEP 2017, 12:13PM 18 SEP 2017, 11:32AM 18 SEP 2017, 10:40AM was slower than expected at 2.1% and subscription revenue (declined by 14% y-o-y). While domestic ad revenue rose 10.1% y-o-y to Rs. 934.6 crore despite the GST rollUPL: UPL has won case against UK toll Aditya Birla Fashion: Simon Carter enters Tata Motors Ltd: In order to develop new 7 DEC 2017, 9:02AM out, international ad revenues declined 34.2% y-o-y to Rs. 52.1 crore owing to currency appreciation and ongoing region-specific issues.

GSK appoints Mr.Navneet Saluja as MD manufacturers in UK High court regarding India via tie-up with Aditya Birla Fashion products, Tata Motors will invest Rs1500 VIEW MORE illegal production of herbicides of Metafol Retail – positive read through for the stock. Cr per year in CV business.Positive read Positive read through for GSK Consumer’s as Mr.Navneet Saluja and Mr.Zubair Ahmed were key pillars of GSK consumer’s strong operating performance in the past and also known as Bettix - positive read-thru.. thru.. would help in recovering the performance in the medium term 25 OCT 2017, 10:05AM VIEW MORE

HDFC Bank: Q2FY2018 result update Scores on most counts, some niggles though on asset quality. Read details below: 7 DEC 2017, 9:00AM

IRB Infrastructure estimates Rs6 cr liability for the alleged illegal land purchase VIEW MORE Negative read through for the stock - to remain under pressure. 25 OCT 2017, 10:05AM VIEW MORE

Infosys: Q2FY2018 result update – Mixed quarter For Q2FY18, Infosys has reported a mixed set of numbers, with constant currency revenues growth of 2.2% (lower than estimates) and 2.9% on reported basis (70bps 18 SEP 2017, 10:26AM 18 SEP 2017, 10:20AM 18 SEP 2017, 10:09AM 6 DEC 2017, 3:08PM tailwinds from cross-currencies).

NBCC (India): Government has decided to NTPC: NTPC invites developers to set up ITC Ltd: ITC plans to open 40 new hotels RBI maintains status quo on policy rates sell some of Air India’s real estate directly 100 waste-to-energy plants across the with 5,000 rooms in pipeline – positive VIEW MORE RBI Policy Meet: Maintains status quo on policy rates; but raises inflation range in H2 to 4.3-4.7% in Q3 and Q4 (4.2-4.6% earlier) to expedite the Air India’s divestment country under the Swachh Bharat mission.. read through for ITC Hotel’s business. VIEW MORE Positive for NBCC.. 24 OCT 2017, 2:25PM

HDFC Bank: Q2FY18 results first cut – Steady and In-line performance 6 DEC 2017, 1:00PM

HDFC Bank has posted steady and inline set of numbers for Q2FY18 with net interest income growing by 22.0% YoY to Rs9752.1 crore, aided by 22.3% uptick the loan TVS Motor launches Apache RR310 book and 10BPS YoY expansion in Net interest Margin to 4.3%. Positive news for TVS Motor as the company launches Apache RR310 priced at Rs 2.05 lakhs (Ex-showroom). VIEW MORE VIEW MORE 24 OCT 2017, 10:01AM

BSE Ltd: Viewpoint – On a path to reinvention (view – positive) 6 DEC 2017, 11:20AM Reliance Infra wins 2 EPC contracts in Bangladesh BSE Limited, the premier stock exchange in India, is a compelling play on the multi-year trend of shift in household savings towards financial assets in general and a 15 SEP 2017, 12:32PM

15 SEP 2017, 12:15PM

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plans to launch electric variants of Scorpio and XUV5OO. Positive read thru..

Idea Cellular Ltd: ATC, Brookfield and IDFC Alternatives front-runners for IdeaVodafone tower assets – stock to remain in focus.

booming equity markets in particular. Positive for Reliance Infrastructure as it has won two EPC contracts in Bangladesh together valued at Rs.5,000 crore. Bajaj Auto Ltd: Bajaj Triumph partnership Mahi and Mahi: Mahindra & Mahindra

to launch their first motorcycle in 2020 in VIEW MORE VIEW MORE the cruiser segment in the sub 800cc category..

24 OCT 2017, 9:59AM 6 DEC 2017, 9:06AM

Bajaj HOLDINGS & INVESTMENT: Q2FY2018 Result Update Aurobindo Pharma gets USFDA nod for Ranolazine Extended Release Oral Tablet Encouraging outlook for associate companies triggers upward PT revision. Sentimentally Positive for Aurobindo Pharma ; no material change in estimates VIEW MORE VIEW MORE

23 OCT 2017, 9:40AM 6 DEC 2017, 9:05AM

UltraTech Cement Q2FY2018 Result Review: Better operational performance despite Jaypee plants’ acquisition Shilpa Medicare gets 10 observations from USFDA For Q2FY2018, UltraTech Cement (UltraTech) reported standalone revenue of Rs. 6,571 crore (up 20.4% y-o-y and down 0.8% q-o-q). Revenue grew, as inclusion of Shilpa Medicare received 10 observations from USFDA for its Telangana plant – Negative; critically manufacturing facility for exports Jaypee cement assets from Q1FY2018 led to volume growth of 17.5% y-o-y to 13.1 million tonnes (mt) and blended realisation also increased by a 2.4% y-o-y. 15 SEP 2017, 12:07PM 15 SEP 2017, 12:01PM 14 SEP 2017, 12:07PM VIEW MORE Infosys: Renishaw entered into a strategic VIEW MORE

Maruti Suzuki India: Suzuki Motor Corp partnership with Infosys on harness metal lines up aggressive expansion plans at additive manufacturing (AM) technology.. Gujarat plant; to set up a 3rd production 6 DEC 2017, 9:04AM 23 OCT 2017, 9:37AM Sun Pharma gets tentative approval for Tadalafil Tabletsline and set up a new lithium ion battery Bajaj Auto: Q2FY2018 Result Update - Robust volume outlook unit – Positive read thru..

Reliance Inds: Reliance Jio’s subscriber base grew by 4.2% MoM (added 52.1 lakh customers) in July-2017 as compared to largely flat wireless subscriber base in India for July-2017 – positive read through Positive for Sun Pharma as it gets tentative approval for Tadalafil Tablets (2.5-20 mg) used to treat Erectile Dysfunction, Arterial Hypertension. for Reliance Industries.. Bajaj Auto Limited's (BAL) Q2FY2018 margin performance was better than our as well as street expectations. VIEW MORE VIEW MORE

6 DEC 2017, 9:03AM 18 OCT 2017, 10:05AM Escorts' rating updated with positive outlook

Bajaj Holdings & Investment: Q2FY18 Consolidated Results Positive read through for Escorts as India Ratings & Research Private Ltd. (Fitch Group) has upgraded the Long term rating to A+ and Short term rating to A1+ with Impressive earnings growth driven by robust standalone performance and strong performance of associate. 'POSITIVE' outlook. VIEW MORE VIEW MORE 14 SEP 2017, 11:57AM

14 SEP 2017, 11:46AM

14 SEP 2017, 11:42AM

Godrej Properties Lt: Godrej Properties Thermax: Thermax group has bagged a Bharti Airtel: Bharti Airtel partners with SK has entered into a JV with Nirmal Ventures contract worth USD 43 million ( ~ Rs 275 Telecom to jointly develop 5G technology 18 OCT 2017, 10:01AM 6 DEC 2017, 9:01AM for developing a residential project in crores) from a leading cement company in – positive read-thru.. Wipro: Q2 result update - Numbers not good enough, downgrade to Reduce IDBI Federal life insurance to sell its 100% stake Thane. Positive read thru for the stock.. U.A.E. for design & engineering, supply, Wipro has failed to meet even modest revenue expectations for the quarter and delivered tepid 0.3% growth on constant currency (CC) basis against our expectations of Positive read thru for IDBI bank and Federal bank construction and commissioning of a solid 0.7%. fuel based captive power plant with two VIEW MORE VIEW MORE CFBC boilers to be commissioned within 18 months. . 6 DEC 2017, 8:58AM 18 OCT 2017, 10:00AM Govt announces incentives for Micro, Small and Medium Enterprises

Axis Bank: Q2FY18 result update

Textile Industry: Foreign Trade Policy - Govt gives Rs 8,500 crore additional benefit to exporters – though this is positive for the MSME/labour incentive sectors like leather, Sharp deterioration in Asset quality weighs down on performance textile, carpets, industry looks forward to some quick long term solution to the working capital blockage with respect to input GST. Positive for Arvind, Welspun India, Trident, Khadims,Mirza International. VIEW MORE

VIEW MORE 14 SEP 2017, 10:04AM

14 SEP 2017, 10:00AM

14 SEP 2017, 9:55AM

ITC Ltd: ITC, Hotel Leela ventures: have Maruti Suzuki India: Maruti Suzuki to Reliance Com: Ericsson India has sought emerged as top bidders for 5-star hotel launch Arena brand of showrooms for the intervention of the National Company Bajaj Finserv: Q2FY2018 Result update - Firing on all cylinders 6 DEC 2017, 8:52AM project above Gandhinagar railway station mass market products to get better aligned Law Tribunal (NCLT) for recovering dues Tata Motors (JLR) UK registrations up 9% for Nov 2017 Bajaj Finserv (BFS) has reported strong results for Q2FY2018 with robust performance across all its businesses. – positive for ITC hotel business if it gets with customer preference. Positive read totalling about Rs1,154 crore from RCOM Positive news for Tata Motors (JLR) as UK registrations up 9% for November 2017 driven by a strong performance from Land Rover; JLR posts healthy growth despite the deal, lease period is 75 years. thru. . and its subsidiaries.. VIEW MORE 18 OCT 2017, 9:58AM

industry level double digit drop; Numbers better than expected. VIEW MORE 18 OCT 2017, 9:44AM

Aurobindo: Stock update - New product launches to help mitigate pricing pressure in the U.S 6 DEC 2017, 8:50AM

Aurobindo Pharma (Aurobindo) has received USFDA approval for gNexium 24HR over the counter (OTC) oral capsule. Nexium 24HR capsule is one of the biggest-selling TVS Motors to launch Apache RR310 today OTC treatments for frequent heartburn, with annual sales estimated at more than $300 million, i.e. ~Rs.1,950 crore. Positive news for TVS Motor company as it is launching the Apache RR310 today and is likely to be priced around Rs1.8 lakhs (ex-showroom). VIEW MORE VIEW MORE 14 SEP 2017, 9:50AM 18 OCT 2017, 9:44AM

14 SEP 2017, 9:47AM

14 SEP 2017, 9:44AM

Jaiprakash Power Ven: 11 suitors Persistent Systems: Persistent Systems Wipro Ltd: Wipro provide IT strategy to GNA Axles: Viewpoint - Gaining traction (View: Positive) 6 DEC 2017, 8:48AM including Adani Power, JSW Energy and wins contract to develop Ohio Department power McLaren’s sports car business – Mahindra launches petrol variant of XUV5OO The OEM outlook in both the domestic and export markets for GNA Axles Limited (GNA) clients has improved substantially in the past six to eight months. Tata Power is interested for balance of Commerce’s E-licensing system – stock to remain in focus. Positive for Mahindra & Mahindra as the new variant would widen the product portfolio portfolio of JPVL. Positive for JPVL and JP positive read-thru. VIEW MORE Associate as it will help in reducing the VIEW MORE debt. . 17 OCT 2017, 9:22AM

Godrej Agrovet: Viewpoint – Diversified business with healthy balance sheet (View – Positive) 5 DEC 2017, 8:52AM Basmati rice prices to move up by 25-30% Godrej Agrovet has a diversified business model. The company is present across various growing businesses such animal feed, crop protection, oil palm, dairy, and poultry and processed foods, thereby hedging the risk of slowdown in a particular segment. Positive news for LT Foods and Kohinoor Foods VIEW MORE VIEW MORE

17 OCT 2017, 9:20AM 5 DEC 2017, 8:51AM 13 SEP 2017, 11:11AM

13 SEP 2017, 9:43AM

13 SEP 2017, 9:23AM

Kewal Kiran Clothing (KKCL): Q2FY2018 stock update - Revenue growth improved, Maintained Hold Maruti Suzuki to launch electric vehicles in India by 2020 NBCC (India): NBCC signed an Tata Motors Ltd: Tata Motors launches a LandT: Larsen & Toubro's construnction agreement with BZS of Belarus for limited edition of Tiago (hatchback) to arm has won orders worth Rs2,525 crores For Q2FY2018, Kewal Kiran Clothing Limited (KKCL) reported a 9.9% rise in its revenue to Rs.167.5 crore. Positive read through for Maruti Suzuki as the company plans to launch electric vehicles in India by 2020 with technology support from parent Suzuki Motor Corp. infrastructure and energy projects capitalize on the upcoming festive season across various business segments VIEW MORE VIEW MORE Positive read thru. . - Positive read thru.. sentimentally positive for L&T.. 17 OCT 2017, 9:18AM 5 DEC 2017, 8:45AM

Persistent Systems: Q2FY18 Result update - Good quarter; Though missing growth triggers US class 8 truck Nov 2017 net orders up by 68% YoY During Q2FY2018, Persistent Systems Limited (PSL) reported higher-than-expected revenue growth of 4.5% QoQ at $118.1 million, led by strong 21.4% QoQ growth in Positive for Bharat Forge, Ramkrishna Forgings, Motherson Sumi Systems and GNA Axles. digital services and two months of revenue contribution of $1.9 million from PARX acquisition. VIEW MORE VIEW MORE

5 DEC 2017, 8:43AM 17 OCT 2017, 9:16AM Maruti Suzuki launches cross version of Celerio

Bajaj Finance: Q2FY18 Result update - Steady business growth, attractive outlook 12 SEP 2017, 11:03AM 12 SEP 2017, 10:59AM

12 SEP 2017, 10:56AM

Positive news for Maruti Suzuki as it has launched CelerioX a cross version of its hatchback Celerio. Jaypee Infratech Ltd: The Supreme Court Tata Motors Ltd: Tata Motors in talks with Eros International M: Trinity Pictures, the Bajaj Finance (BFL) posted strong operating performance during Q2FY18, as net interest income (NII) grew by 40.8% year-on-year (y-o-y) to Rs. 1,942.5 crore.

lifted a stay on insolvency resolution VIEW MORE VIEW MORE proceedings against Jaypee Infratech and

IOCL and PLNG for development of LNG infrastructure; positive read through for PLNG. .

film production arm of Eros International, is scouting for opportunities with Turkish and Russian production houses. .

ordered its parent, JP Associates to 4 DEC 2017, 9:11AM deposit Rs2000 crore by October 27 to 17 OCT 2017, 9:14AM Dr Reddy gets Inspection Report from USFDA cover the unit’s liabilities towards Federal Bank: Q2FY18 Result Update - Robust, well-rounded performance homebuyers in its residential projects. Positive for Dr Reddy as it gets Establishment Inspection report (EIR) from the USFDA for its Custom Pharmaceutical Services (CPS) facility at Telangana. Federal Bank reported a 23.8% year-on-year (y-o-y) growth in net interest income (NII) in Q2FY18. This was not only in line with our expectations, but was strong Negative read thru for both the stocks.. compared to the bank’s own performance in past several years. VIEW MORE VIEW MORE 4 DEC 2017, 9:02AM

Rico Auto reports weak Q2 operating performance 17 OCT 2017, 9:09AM

Bajaj Finserv: Q2FY18 results first cut - Insurance subsidiaries report healthy growth Rico Auto reported a weak operating performance for the quarter impacted by hardening raw material cost. 12 SEP 2017, 10:49AM

12 SEP 2017, 10:08AM

12 SEP 2017, 10:05AM

Income from operations for Bajaj Finserv increased by 32.1% YoY during Q2FY18 while the net profit during the quarter was up by 13.3% YoY to Rs652.3%. Read details VIEW MORE ITC Ltd: ITC lined up Rs25,000 crore Cochin Shipyard: Cochin Shipyard's lower Mahi and Mahi: M&M has launched the below:

investment in 65 projects, including 20 operating margins lead to 13% YoY growth VIEW MORE facilities for consumer packaged goods in in net profit despite 35% YoY growth in net 4 DEC 2017, 9:00AM Tata Motors JLR US retail sales grow 9% yoy an attempt to reduce dependance on revenue for Q1FY2018.. cigarette business - positive read through 16 OCT 2017, 10:29AM Positive for Tata Motors as JLR US retail sales figures for November are marginally ahead of expectations. for the stock.. Bajaj Corp: View point Q2FY2018 result update

Jeeto minivan at Hyderabad for both urban as well semi-urban last mile transportation requirements – Positive read thru. .

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Recovery in sales volume (Upgraded to Positive View). Read details below: VIEW MORE 4 DEC 2017, 8:56AM

US corporation tax cut to 20% from 35% 16 OCT 2017, 10:25AM Positive news for Pharma & IT outsourcing companies as US corporation cuts tax to 20% from earlier 35%.

Bharti Infratel: Viewpoint - Book profit with 20% gain VIEW MORE

Given that our target return has already been surpassed, we are closing our viewpoint recommendation on BIL with cumulative return of 20% from initial recommended 12 SEP 2017, 9:58AM 12 SEP 2017, 9:07AM 11 SEP 2017, 12:14PM price of Rs376.

Zee Entertainment En: Zee Entertainment

Tata Motors Ltd: Tata Motors to introduce new products in domestic CV business to regain market share; positive read thru..

Aurobindo Pharma: Aurobindo Pharma gets USFDA approval for pelvic Infosys appoints Salil S. Parekh as CEO and MD English movie channel, with the launch of inflammatory drug Metronidazole tablet – Positive news for Infosys stock as the company has appointed Salil S. Parekh as CEO and Managing Director effective Jan 2, 2018. its premium offering '& Prive HD' – positive Positive for Aurobindo.. 16 OCT 2017, 10:22AM read-thru. . VIEW MORE Reliance Industries: Stock update 4 DEC 2017, 8:54AM VIEW MORE (ZEEL) is expanding its brand '&' to

Petrochemical margins and RJIO financials surprise positively. Read details below: 4 DEC 2017, 8:52AM VIEW MORE

PSUs to raise capital from market in next 4 months Sentimentally positive for PSU Banks as eight public sector banks (PSBs) have decided to raise capital from the market within four months as part of the Rs 2.11 lakh crore 16 OCT 2017, 10:21AM recapitalisation plan, according to media reports.

Bharti Airtel: Stock update - Value-accretive deal VIEW MORE

Bharti Airtel (Airtel) announced its merger with the consumer mobile (wireless) business of Tata Teleservices Limited (TTSL) and Tata Teleservices Maharashtra Limited (TTML). Read details below: 11 SEP 2017, 12:10PM 4 DEC 2017, 8:49AM Tata Motors Ltd: Tata Motors launches a VIEW MORE

11 SEP 2017, 12:00PM

11 SEP 2017, 11:48AM

DCB Bank: US banking regulators order ONGC: ONGC may miss June, 2019 Wipro faces lawsuit from National Grid US new variant of its sedan Tigor XM (petrol) Habib Bank to close its NY office – deadline for start of production from its KG This kind of lawsuit has earlier been filed on other IT companies and if the damages will be proved in the court (which is a long drawn process), then it will be negative for priced at Rs 4.99 lakh (ex-showroom Sentimentally negative for DCB Bank.. basin block; sentimentally negative for 13 OCT 2017, 9:40AM the stock. Delhi).. ONGC.. Sun Pharma: Dadra plant receives EIR, regulatory risk reduces VIEW MORE

Upgrade to hold with TP of Rs 575. Read details below: VIEW MORE 4 DEC 2017, 8:49AM

Biocon and Mylan Inc receive USFDA nod for Ogivir 13 OCT 2017, 9:21AM Big positive for Biocon as the approval puts it into league of global biosimilar players; Herceptin had US sales of $ 2 billion; We have a positive view on the stock.

TCS: Q2FY2018 result update - Positive margins surprise VIEW MORE

Tata Consultancy Services (TCS) delivered better-than-expected margin performance for Q2FY2018, with EBIT margin improving by 170BPS QoQ to 25.1%, led by currency benefits (50BPS) and operational efficiencies (120BPS), partially offset by variable pay during the quarter. 4 DEC 2017, 8:42AM 11 SEP 2017, 11:12AM VIEW MORE

11 SEP 2017, 10:39AM

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Automobiles sector reports strong November sales Shreyas Shipping and L: Shreyas Bharti Airtel: Bharti Airtel in talks with Mahi and Mahi: Mahindra has launched a Shipping and Logistics has taken delivery multiple handset makers to bring a 4G new e-rickshaw named e-Alpha Mini that In November, Hero Motocorp, TVS Motors and Tata Motors report impressive sales numbers. See details below: 13 OCT 2017, 9:16AM of multipurpose vessel M.V. SSL smartphone for a price as low as Rs 2,500aims at providing last mile connectivity for VIEW MORE IndusInd Bank: Viewpoint – steady quarter SABARIMALAI; Positive read thru for the 2,700 to take on Reliance Jio. . passenger movement; positive read thru.. stock.. IndusInd Bank has been able to maintain with healthy growth rates along with strong asset quality during a phase where credit off-take has been low. Read details below: 1 DEC 2017, 3:34PM VIEW MORE

Royal Enfield Nov sales up 22% at 70126 units Eicher Motors' Royal Enfield total sales in November rises 22% to 70,126 units from 57,313 units during the same period last year 12 OCT 2017, 8:51AM VIEW MORE Cement: Q2FY2018 earnings preview

Riding on expectations beyond a seasonally weak quarter. Read details below: 1 DEC 2017, 3:32PM VIEW MORE

M&M’s overall sales for Nov 2017 at 61,324 units 8 SEP 2017, 10:49AM

8 SEP 2017, 10:46AM

8 SEP 2017, 10:26AM

Reliance Inds: Reliance Industries plans to revive investment plan in NEC-25 offshore gas block; positive read through..

Tata Consultancy: In order to integrate Intelligence into Services Data Lake Platform, TCS and GE have come together..

M&M’s overall sales for Nov 2017 at 61,324 units is up 23% YoY on the back of a strong growth in tractor sales

ICICI Bank: ICICI Lombard price Band for 12 OCT 2017, 8:47AM VIEW MORE IPO is fixed at Rs651-Rs661 per share – Automobiles: Q2FY2018 Earnings preview Positive read thru for ICICI Bank..

Higher input costs to offset robust topline growth. Read details below: 1 DEC 2017, 2:57PM VIEW MORE

Escorts overall sales for Nov 2017 up by 6.5% Escorts reports overall sales for Nov 2017 at 5,119 units is up by 6.5% 12 OCT 2017, 8:47AM VIEW MORE Consumer discretionary: Q2FY2018 results preview

Preponement of purchases prior to GST to affect Q2 performance. Read details below: 1 DEC 2017, 2:54PM VIEW MORE

Eicher Motors Nov 2017 total sales at 4916 units Eicher Motors total CV sales for November 2017 at 4,916 units are up strongly by 55% YoY 12 OCT 2017, 8:34AM 8 SEP 2017, 10:23AM VIEW MORE Banking and Financials : Q2FY2018 Earnings preview

Bharti Airtel: As per media news, Bharti Soft quarter with asset-quality woes. Read details below: Airtel is set to take on Reliance Jio by 1 DEC 2017, 2:49PM launching voice services using the same VIEW MORE Ashok Leyland Nov sales beat estimates 4G technology – positive read thru..

8 SEP 2017, 9:18AM

8 SEP 2017, 9:14AM

TVS Motor Co Ltd: TVS Motor has launched a premium edition of its motorcycle Victor ahead of festive season positive read thru. .

Tata Motors Ltd: All new Jaguar Land Rover cars will be available in an electric or hybrid version from 2020; positive read thru..

Ashok Leyland overall sales rises by 51% to 14,460 units and were much higher than our estimates of 11,900 units 11 OCT 2017, 11:56AM VIEW MORE Oil and Gas: Q2FY2018 Preview

Strong quarter for downstream companies and CDG players 1 DEC 2017, 2:42PM VIEW MORE

Maruti Suzuki launches CelerioX at Rs5.42 lakh Maruti Suzuki launches “CelerioX”, a new variant of its existing hatch back Celerio 11 OCT 2017, 8:45AM VIEW MORE Consumer goods and services: Q2FY2018 preview 7 SEP 2017, 12:24PM 7 SEP 2017, 12:22PM Muted primary off-take to dent Q2 performance. Read details below:

7 SEP 2017, 11:10AM

HCL Technologies: HCL Technologies

Hindustan Unilever L: Hindustan Ruchi Soya Inds: Ruchi Soya likely to Unilever's new unit at Doomdooma in create subsidiaries for individual Bajaj Auto Nov sales increase 21% to 3.26 lakh units crore, long term positive . Assam starts commercial production – businesses within the company, and Bajaj Auto reports 21% YoY growth in overall sales for November 2017 driven by a strong 27% YOY growth in exports led by recovery in export markets positive read through.. separate businesses into individual 10 OCT 2017, 9:38AM entities - sentimentally positive for the VIEW MORE Pharma sector: Earnings preview Q2FY2018 stock.. 1 DEC 2017, 2:39PM VIEW MORE buys assets from Alpha Insight for Rs 27

Weak performance to continue, appreciating rupee to add to woes, caution advised. Read details below: 1 DEC 2017, 9:24AM VIEW MORE

Cement production contracted by 2.7% YoY Negative read through for cement sector currently passing through muted demand, pricing pressure, pet coke ban. 10 OCT 2017, 9:13AM VIEW MORE Capital Goods & Engineering: Earnings preview Q2FY2018

Demand recovery expected post GST; capex cycle to revive soon. Read details below: 1 DEC 2017, 9:18AM VIEW MORE 7 SEP 2017, 11:02AM

7 SEP 2017, 10:58AM

7 SEP 2017, 10:39AM

Laurus receives first approval from USFDA PetronetLNG: Petronet LNG likely to build Wipro Ltd: Wipro announced that it has Positive impact on Laurus stocks when received first approval from USFDA LNG terminal in Sri Lanka along with won a five-year IT applications 10 OCT 2017, 8:38AM Japanese and Sri Lankan companies; management contract from Outokumpu – VIEW MORE ZEE Entertainment: Stock update positive read through. . positive read thru..

Bharti Airtel: Bharti Airtel claims Rs 6,800 crore loss from low IUC cost in 5 years, stock to be in focus .

ZEEL Strengthens presence in music genres though 9X Media acquisition. Read details below: 1 DEC 2017, 9:13AM VIEW MORE

EMA accepts MAA for Biocon and Mylan Positive impact on Biocon stocks as EMA accepts MAA 9 OCT 2017, 10:16AM VIEW MORE IT Sector preview Q2FY2018

Modest growth in a seasonally strong quarter. Read details below: 1 DEC 2017, 9:06AM VIEW MORE

HDFC board approves OFS via IPO 7 SEP 2017, 10:13AM 7 SEP 2017, 9:56AM Positive read through for HDFC Ltd. HDFC Bank has received approval from board to float an initial public offering.

7 SEP 2017, 9:51AM

Eicher Motors: Eicher Motors is revving up 6 OCT 2017, 10:00AM VIEW MORE Britannia Industries: Stock Update to make a binding offer to acquire the

Ashok Leyland: Ashok Leyland defence arm, ELCOM ink defence pact with iconic Italian superbikes Ducati for $1.8 Russian firm to address tracked vehicle Softening input prices to propel margins ahead. Read details below: billion-$2 billion (about Rs 10,200-11,500 requirements of Indian army; positive read 1 DEC 2017, 8:57AM VIEW MORE cr) -- a move, if successful, will further thru. Union Budget to focus on Infrastructure, Rural power its portfolio, brand equity, global Infrastructure and rural sectors will be the focus areas in the next Union Budget reach and access to technology; positive if 5 OCT 2017, 10:33AM the deal goes thru.. VIEW MORE Parag Milk Foods Limited: Viewpoint

Tata Motors Ltd: SUV Nexon bookings opens at Rs 11,000, launch by September end; positive read thru..

Invest and say cheese (CMP: 255). Read details below: 1 DEC 2017, 8:49AM VIEW MORE

ALERT - Oil & Gas sector OPEC and non-OPEC producers led by Russia agreed on Thursday to extend oil output cuts 5 OCT 2017, 9:40AM 6 SEP 2017, 1:17PM VIEW MORE Tata Motors DVR: Viewpoint

6 SEP 2017, 1:13PM

6 SEP 2017, 12:12PM

Bharat Financial Inc: Further purchases of ICICI Bank: ICICI Bank is expected to Discount with ordinary shares widens; Re-initiate with a positive view. Read details below: equity shares of Bharat Financial Inclusion dilute ~7% stake during the IPO - positive 30 NOV 2017, 4:24PM Ltd would be allowed only after obtaining read thru for ICICI Bank.. VIEW MORE McLeod Russel's promoters sell 9.1% stake prior approval of the Reserve Bank of India - Sentimentally Negative. Positive for McLeod Russel as interest cost is expected to reduce by Rs20-25 Cr per annum.

HCL Technologies: HCL Tech working with John Hopkins University on a project to stem spread of Zika virus – positive read thru.

5 OCT 2017, 9:36AM VIEW MORE Natco get USFDA approval for gCopaxone

Upgrade rating to positive. Read details below: 30 NOV 2017, 4:10PM VIEW MORE

Reliance General Insurance gets SEBI's nod for IPO Positive read through for Reliance Capital. Reliance General Insurance Company has received SEBI’s permission to float an initial public offering. 4 OCT 2017, 10:28AM VIEW MORE Automobiles September 2017 Sales numbers review

Festive boost spurs Automobile sales. Read details below: 6 SEP 2017, 11:50AM

6 SEP 2017, 11:44AM

5 SEP 2017, 1:52PM

Indian Oil Corp: Odisha cabinet has 30 NOV 2017, 9:59AM VIEW MORE

TVS Motor Co Ltd: TVS Motors launches Dr Reddy’s Duvvada unit gets German regulators' approval approved agreement between state Star City+ priced at Rs 50,800 – Positive government and Indian Oil Corp (IOCL) to read thru. Positive for Dr Reddy - Stock is up by 1%+ settle tax dispute with revised viability gap 4 OCT 2017, 10:08AM VIEW MORE Ashok Leyland: Stock Update of Rs700 for IOCL's Paradip refinery sentimentally positive for IOCL..

NLC India L: NLC India has proposed to carry out due diligence studies on two short-listed power assets viz. GMR Chhatisgarh Energy of 2x685 MW and Ind Barath Energy of 2x350 MW. .

MHCV growth accelerates; Maintain Buy with revised PT of Rs.139. Read details below 30 NOV 2017, 9:01AM VIEW MORE

IRDA board approves PE Investment of over 10% in insurance Positive for companies like HDFC Standard Life, ICICI Prudential Life, ICICI Lombard etc. 3 OCT 2017, 10:22AM VIEW MORE IRB Infrastructure Developers: Stock Update

InvIT project transfer to ease liquidity for future opportunities; retain Buy. Read details below: 30 NOV 2017, 8:58AM VIEW MORE 5 SEP 2017, 12:36PM SBI to increase rates on deposits effective today

5 SEP 2017, 12:34PM

5 SEP 2017, 12:20PM

Info Edge (India): As per media news, Indian Oil Corp: Indian Oil Corp (IOCL) is Reliance IndInf: CARE has revised its Sentimentally negative as the move reflects the relative liquidity in the system, which till recently had been in surplus zone. Zomato (an investee company of Info expected to complete it's 700kms Paradiprating to CARE A- and CARE A2+ on 3 OCT 2017, 10:17AM Edge) is in advanced talks to raise up to Durgapur LPG pipeline by March-2018 at Reliance Infrastructure’s long term debt VIEW MORE Divis Lab: Stock Update $200 million from Alibaba and Alipay. . an estimated capex of Rs913 crore as per and short term debt respectively.. Continuation of procedural lapses could delay resolution; maintain Hold. Read details below: media reports - positive read through for 30 NOV 2017, 8:56AM IOCL.. VIEW MORE Nestle states Maggi Noodles is safe for consumption Sentimentally positive for Nestle India as the company states that Maggi Noodles is safe for consumption. 29 SEP 2017, 8:56AM VIEW MORE Bajaj Holdings Investments: Stock Update

Associate Bajaj Auto’s volume outlook improves; Maintain Buy with a revised PT of Rs.3,481 30 NOV 2017, 8:53AM VIEW MORE

Indiabulls Housing Finance Crisil rating levels up 5 SEP 2017, 10:59AM 5 SEP 2017, 10:44AM 5 SEP 2017, 10:40AM Positive read through for Indiabulls Housing Finance as Crisil upgrades the long-term rating of Indiabulls Commercial Credit Limited. 28 SEP 2017, 9:31AM Thomas Cook (I): Thomas Cook (India) Ltd VIEW MORE Viewpoint: NMDC

Ashok Leyland: Ashok Leyland: launches is interested in buying IFCI’s 26.09% Dost+ LCV in the 2-3.5 tons segment, (amounting to ~Rs250crore) stake in plans to rollout one LCV every 4-5 monthsNMDC is likely to benefit from higher realizations along with ~4% volume growth during FY2018 Tourism Finance Corp. of India Ltd (TFCI). Positive.. 30 NOV 2017, 8:49AM VIEW MORE Infosys share buyback starts today

Hotel Leela Ven: Marigold Capital to buy Leela Palace, Chennai – positive read through for the stock as the funds raised through property sale will utilised to reduce debt on books, positive for JM financials.

Infosys Rs13,000 Cr share buyback starts on November 30 (today) and ends on December 14. 28 SEP 2017, 9:26AM VIEW MORE UPL: Stock Update

UPL increased from ~3% in CY14 to ~4% in CY16 owing to an increase in the contribution from new products launches 30 NOV 2017, 8:44AM VIEW MORE

M&M finance board approves preferential allotment of shares Positive read through for Mahindra & Mahindra Finance as the board has approved the Preferential Allotment of approved issuance of 2,50,00,000 Equity Shares. 27 SEP 2017, 10:27AM VIEW MORE ICICI Bank: Stock update 4 SEP 2017, 9:53AM

4 SEP 2017, 9:10AM

1 SEP 2017, 8:57AM

Maruti Suzuki India: Maruti Suzuki is all set LandT: Larsen & Toubro Ltd. has received to launch the facelift of the Scross by the the green signal for expansion of its Powai 29 NOV 2017, 2:58PM VIEW MORE end of this month or at the beginning of the residential and IT towers project in GNA Axles' promoters sell 10 lakh shares festive season and will start accepting the Mumbai that will entail an investment of Rs Negative read through for GNA Axles. The stock is already down by 5% booking by the September end - Positive 1,102 crore.. 27 SEP 2017, 10:27AM read thru.. VIEW MORE Indian Oil Corporation Limited: Viewpoint

JK Tyre and Industries: Due to robust Govt infra spend and GST rollout JK Tyre expects growth to regain momentum Positive read thru..

Listing of subsidiaries, price correction provide opportunity. Read details below:

Robust refining and steady marketing segment reinforce earnings momentum. Read details below: 29 NOV 2017, 11:07AM VIEW MORE

Quadricycles to be launched as new vehicle category Positive news for Bajaj Auto as Road Ministry grants in principle approval for launch of quadricycles as a new vehicle category. 26 SEP 2017, 10:28AM VIEW MORE Arvind: Stock Update

Cuts in duty drawback to affect earnings in the short run. Read details below: 31 AUG 2017, 12:49PM 31 AUG 2017, 11:54AM

31 AUG 2017, 11:02AM

29 NOV 2017, 11:03AM Inox Wind Ltd: The project is scheduled to VIEW MORE

Biocon: Biocon said that the USFDA has Reliance Inds: In order to refinance Cadila gets USFDA nod for tablets to treat high blood pressure be executed over the next 6-9 months and notified its partner Mylan that it will take existing debt, Reliance Industries will raise will be executed on a turnkey basis. . more three months to review application Rs2,500 crore through NCD; neutral read Positive for Cadila as it receives final approval from the USFDA for Candesartan Cilexetil and Hydrochlorothiazide Tablets, used to treat high blood pressure and shall be 26 SEP 2017, 10:20AM for Trastuzumab 351(K) - Neutral Impact through.. manufactured at Moraiya facility. Godrej Industries: Viewpoint on stock.. VIEW MORE

Agrovet’s listing to boost core valuation (Potential upside of 12-15%). Read details below: VIEW MORE 29 NOV 2017, 10:32AM

Govt considers removal of stock limits on sugar 25 SEP 2017, 12:07PM Sugar prices will receive some support with the removal of stock limits and will be positive for sugar companies like Balrampur Chini, KM Sugars, Renuka Sugars

Relaxo Footwears: Stock update VIEW MORE

Brand focus and distribution enhancement to drive strong growth. Read details below: VIEW MORE 31 AUG 2017, 8:38AM 29 NOV 2017, 10:28AM

29 AUG 2017, 10:23AM

29 AUG 2017, 9:45AM

GSK Consumer slashes price of Horlicks Maruti Suzuki India: Maruti Suzuki is Reliance Infrastruct: Greenko in talks with Bank of India: As per media reports BoI expected to launch petrol version of its Reliance Infrastructure's for Mumbai power will complete sale of 29.96% stake in STCI 25 SEP 2017, 10:42AM Positive for GSK consumer, as it will help in recovery in volume growth. compact SUV Vitara Brezza later this year. business for $2 billion (Rs10,000Finance by month-end, the deal is PTC India: Strong volume outlook VIEW MORE It will also launch refreshed version in 13,000crore); stock to be in focus.. expected to earn ~Rs626 crore for Bank of We interacted with PTC India's management regarding the recent spike in merchant prices on the exchanges and its impact on the company. Key highlights were as 2018. The facelift will get a new grille, India – Positive read thru for BoI. follows: redesigned bumper at the front and back, 29 NOV 2017, 9:04AM VIEW MORE and a new design for the tail-lamps as Swaraj Engines Board approves share buyback well. Sentimentally Positive for stock. . Positive news for Swaraj Engines as Board approves share buyback. 22 SEP 2017, 10:33AM VIEW MORE TV Today – Viewpoint: Making good news

With 20% earnings CAGR over FY2017-FY2020E coupled with impressive return ratios, TV Today is an ideal investment bet in the TV broadcasting space. Read details below: 29 NOV 2017, 9:01AM

ICICI Home Finance and IndoStar Capital call off deal VIEW MORE 29 AUG 2017, 9:33AM

29 AUG 2017, 9:13AM

29 AUG 2017, 8:52AM

Sentimentally negative for ICICI Bank as IndoStar Capital Finance Ltd has called off a deal to acquire ICICI Home Finance owing to synergy issues Maruti Suzuki India: Maruti Suzuki is likely LandT: The construction arm of L&T won Ashok Leyland: Ashok Leyland aims to

to benefit from implementation of Seventh VIEW MORE 22 SEP 2017, 10:26AM

orders worth Rs 1,975 crores comprising of pay commission recommendations.. Rs1,331 crores (Power T&D segment) and Pan-India cement prices to remain favourable in Q2FY2018 Rs 644 crores (Other business segments). UltraTech Cement: Pan-India cement prices remain favourable during Q2FY2018; Maintain Hold. Read details below: 29 NOV 2017, 8:59AM Positive.. Nestle India's Maggi allegedly fails lab test VIEW MORE

expand defense business 6-8 times; positive.

Sentimentally negative for Nestle India as Maggi forms a large part of revenue share of the company. VIEW MORE 21 SEP 2017, 11:17AM

Divis Lab: Resolution of regulatory hurdles underway As per the management clarification, all previous observations have been completely resolved. Maintain Hold with PT of Rs 1040. 29 NOV 2017, 8:53AM

Wipro share buyback starts today VIEW MORE

Wipro's Rs 11,000 crore share buyback starts today (Nov 29, 2017). 24 AUG 2017, 9:27AM VIEW MORE 21 SEP 2017, 11:03AM LandT: Schneider Electric SE and Eaton

24 AUG 2017, 9:26AM

24 AUG 2017, 9:24AM

Bajaj Auto Ltd: Bajaj Auto has introduced Infosys: Sebi will look afresh into an electric starter in its commuter segment complaints of alleged corporate motorcycle – CT100. The new motorcycle governance-related lapses at Infosys amid – CT-100 Alloy ES is priced at Rs 41,997 a high profile leadership crisis and public for a limited period and is available across spat between founders and top Positive news for TVS Motors as “Jupiter” scooter became the fifth largest selling two wheeler clocking sales of 81,326 units in October 2017 (robust 29% growth). the country. Positive read thru. management of the IT firm; stock to be in VIEW MORE focus . 19 SEP 2017, 11:19AM Info Edge: Stock update Yes Bank: Stock Update Corp have emerged as the top contenders Attractive franchise shaping up, good bet for long term to acquire Larsen & Toubro’ electric and 29 NOV 2017, 8:36AM automation division for Rs 15,000-Rs TVS Jupiter becomes 5th largest selling scooter VIEW MORE 17,000 crore, stock to be in focus..

Challenges remain, maintain Hold with a revised PT of Rs.1,250. Read details below: 28 NOV 2017, 8:57AM

Aurobindo’s Unit 10 clears USFDA inspection VIEW MORE

Positive for Aurobindo; Aurobindo continues to be one of our preferred pick. VIEW MORE 18 SEP 2017, 12:26PM

KNR Constructions: Viewpoint 24 AUG 2017, 9:23AM 24 AUG 2017, 9:13AM 23 AUG 2017, 9:40AM Britannia Ind: Britannia is planning to Tata Steel: As per media news, Tata Steel NIIT Ltd: NIIT Ltd. board approves KNR Constructions emerges as a highly credited EPC player in an uprising sector. 28 NOV 2017, 8:55AM invest Rs100 crore for refurbishing its is amongst numerous suitors which have liquidation of Netherlands-based Glenmark’s Baddi unit receives observations by USFDA VIEW MORE creams portfolio where it has brands like reached out to the insolvency resolution subsidiary, NIIT Antilles NV. Stock to be in Negative for Glenmark as the Baddi unit contributes ~ 10% to US sales (~ 5-7% total sales). Treat, Bourbon and Pure Magic, enjoying professional (IRP) appointed by SBI focus. . margins at 10 percent compared to the namely Alvarez & Marsal and expressed VIEW MORE 15 SEP 2017, 9:59AM average biscuit margins in other preliminary interest in Essar Steel and its V-Guard: Overall guidance intact categories. – positive read through for the assets; stock to be in focus . We interacted with the management of V-Guard Industries (V-Guard) to discuss its broad business strategy, financials and outlook for the company. The key highlights are 28 NOV 2017, 8:53AM stock.. given below: RBI allows Banks to use provisional ratings to rejig loans VIEW MORE Positive in near term, negative in the long term as quality of disclosures will suffer VIEW MORE 15 SEP 2017, 9:47AM

TV Vision Ltd Q1FY18 result flash 28 NOV 2017, 8:49AM 23 AUG 2017, 9:18AM

23 AUG 2017, 9:17AM

22 AUG 2017, 9:57AM

For Q1FY18, TV vision ltd reported 3.2% rise in the revenues to Rs41.3 crore and operating margins remain stable at 24.2% against 24.5% in Q1FY17. PNB to raise funds via OFS

Healthcare Global En: Healthcare Global LandT: Larsen & Toubro (L&T) hopes to Blue Star: Blue Star has won Mechanical, VIEW MORE Enterprises (HCG) plans to set up a dozen monetise at least two to three non-core Electrical & Plumbing (MEP) orders of Punjab National Bank looks to raise over Rs 1,324.21 crore by diluting 6 per cent holding in subsidiary firm PNB Housing Finance in an offer for sale (OFS) . new hospitals over the next 18 months businesses as the engineering major more than Rs500 crores from various VIEW MORE positive read through for the stock. . hopes to bag at least one large order in the customers.; positive read thru.. 15 SEP 2017, 9:35AM defence division.. Insecticides India: Viewpoint 28 NOV 2017, 8:46AM

Insecticides India: Book profits; Close to 90% gains in 8 months. IT department to levy tax on unsold flats VIEW MORE Negative read through for companies involving Oberoi Realty, Godrej Properties, Puravankara Projects, Unitech, DLF among others. VIEW MORE 14 SEP 2017, 9:38AM

Jamna Auto Industries: Viewpoint 28 NOV 2017, 8:43AM

MHCV revival to spring growth; re-initiate coverage. (View – Positive; CMP: 258) Ashok Leyland and Hino Motors enter mutual co-operation agreement 22 AUG 2017, 9:43AM 22 AUG 2017, 9:34AM 22 AUG 2017, 9:13AM VIEW MORE Positive read through for Ashok Leyland as it has entered into a mutual co-operation agreement with Hino Motors Japan for development of BS 6 engines.

Bharti Airtel: Bharti Airtel plans to launch bundled 4G smartphone at Rs 2,500 VIEW MORE 13 SEP 2017, 10:39AM before Diwali to counter Jio. Stock to be in IndusInd Bank: Viewpoint update focus .

Cadila Healthcar: As per media reports, Cadila and Torrent pharma are evaluating potential merger between the companies. However, both the companies have 27 NOV 2017, 3:42PM strongly denied it.. IndusInd’s proposed acquisition of Bharat Financial to be value accretive. Read details below: L&T calls off proposal to sell Electric Automation division

McNally Bharat E: Mcnally Bharat received an order for work of EPC of 8 MTPA capacity Coal Handling Plant (CHP) with allied infrastructural facilities and Operation & Maintenance (O&M) of the CHP for initial two years and Supervision VIEW MORE Neutral read through for L&T as Management of L&T states that the proposal to sell the Electric Automation division to Schneider has been called off, as per media flash. & Handholding for one year at Manoharpur Coal Mine of Odisha Coal and Power VIEW MORE Limited (OCPL) for a value of Rs. 514 13 SEP 2017, 10:23AM Crores. Positive read thru.. Bata India: Viewpoint 27 NOV 2017, 11:41AM

Bata India: On strong growth footings. View – positive; potential upside – 10-15%. Read details below: Cadila gets USFDA nod for Topiramate Extended-Release Capsules VIEW MORE Positive for Cadila. 22 AUG 2017, 9:06AM VIEW MORE

22 AUG 2017, 9:04AM

22 AUG 2017, 9:00AM

Indian Hotels Co: Indian Hotels: plans HCL Infosystem: HCL Infosystems will ONGC: ONGC Board of directors approves capex of Rs3,000 crore over the next 5 distribute Apple products, including the acquisition of government's 51.11% stake Orbit exports: Q1FY2018 Results Review years; waiting for 3 clearances to develop iconic iPhone, in the Indian market; in HPCL; positive read through for ONGC.. 27 NOV 2017, 11:39AM Revenues grew in single digit; higher tax led to flat bottom-line. Read details below: NPPA sets limit on Sofosbuvir & Velpatasvir tablets Sea rock property – long term positive for positive read-thru.. the stock. VIEW MORE Neutral read through for Pharma Sector as National Pharmaceutical Pricing Authority (NPPA) has set limit on Sofosbuvir & Velpatasvir tablets (used to treat chronic 12 SEP 2017, 10:37AM

hepatitis C virus). VIEW MORE 12 SEP 2017, 10:32AM

Selan Exploration Technology: Stock update Huge potential but weak track record; retain Hold. Read details below: 27 NOV 2017, 10:22AM

L&T's construction arm wins orders worth Rs3,572 Cr VIEW MORE

Positive news for L&T as its construction arm wins orders worth Rs3,572 Cr. VIEW MORE 12 SEP 2017, 9:53AM 14 AUG 2017, 11:07AM

14 AUG 2017, 11:05AM

14 AUG 2017, 10:38AM

TV Vision: View point Dollar Industries: Dollar Industries: Pepe Mahi and Mahi: Mahindra and Mahindra Hero MotoCorp: Hero MotoCorp lines up 3 Eyeing super growth, expect 20-25% upside Jeans in venture with Dollar Industries, will exit from its China joint venture for new scooter models and one premium 27 NOV 2017, 10:00AM stock to be in focus . tractor business, Mahindra Yueda motorcycle over next two years to Sephora plans to introduce 14 additional exclusive brands VIEW MORE Yancheng Tractor Company by selling its consolidate leadership; positive. Positive read through for Arvind as currently the company is seeing double digit revenue growth on a like-to-like basis and believes that the trend will continue going ahead. 51% stake for RMB 82 million (nearly Rs VIEW MORE 80 crore); plans for independent 11 SEP 2017, 10:10AM Rico Auto Industries: Stock Update - Multiple growth levers operations, Positive . Given the robust OEM outlook coupled with new growth avenues, we expect RAI’s revenue to post a 14% CAGR over FY2017-FY2019. Read details below: 27 NOV 2017, 9:01AM

Sun Pharma recalls Riomet drug VIEW MORE

Negative for Sun Pharma as it recalls Riomet drug (used to treat diabetes) due to microbial contamination. VIEW MORE 11 SEP 2017, 9:44AM

TVS Motors: Stock Update - Earnings outlook improves 14 AUG 2017, 10:25AM 14 AUG 2017, 10:23AM After high single-digit growth in Q1FY2018, the two wheeler (2W) industry's growth has picked up in the last two months, with the industry reporting strong double-digit 27 NOV 2017, 8:59AM Uniply Industries: Uniply Industries has Tata Power Co: Tata Power to hive off growth (13% growth reported in July-August 2017). Read details below: Tyre manufacturers to invest for capacity expansion

entered into an agreement to sell its plywood division along with associated working capital to its subsidiary UV Boards, for a total consideration of Rs. 300 crore.

defence business unit; neutral read through. .

VIEW MORE Positive for tyre companies – JK Tyres, Apollo Tyres, MRF, CEAT amongst others. VIEW MORE 8 SEP 2017, 9:22AM

Oil India: Stock update 27 NOV 2017, 8:59AM

Weak oil reserves and high capex in low oil and gas price environment. Read details below: ONGC seeks to double natural gas prices VIEW MORE ONGC has sought more than doubling of natural gas prices to help bring significant discoveries in KG basin and Gulf of Kutch to production. VIEW MORE 7 SEP 2017, 10:23AM

Thomas Cook FY2017 Results Review 27 NOV 2017, 8:56AM

Thomas Cook India: stock update – Revival in business operations will drive growth (Reco. – Hold; PT – Rs262) SC recommends amendment of Insolvency and Bankruptcy rules VIEW MORE Positive read through for banking sector as Supreme Court recommends amendment of Insolvency and Bankruptcy rules

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Skipper Q1FY2018 result review 27 NOV 2017, 8:48AM

Enter your email address Skipper Q1FY2018 result - Engineering business outlook intact. Read details below: M&M to launch 2 new electric cars in India

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VIEW MORE Positive read through for M&M as the company plans to launch 2 new electric cars by 2019 in India and invest Rs 500-600 crore over the next 3 years; Partners with Uber

for electric cars VIEW MORE 6 SEP 2017, 9:18AM

Return of Mr. Nilekani to Infosys may bring normalcy

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Help Infosys stock update: Back to square one, maintain HOLD with PT of Rs1,000. Read details below: 27 NOV 2017, 8:43AM

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Policy for aligning energy prices with international rates to be drafted VIEW MORE

[email protected] Oil & Gas Sector: A draft national energy policy proposing aligning energy prices with international rates will be put up for the approval of the cabinet as per media reports. VIEW MORE 5 SEP 2017, 9:10AM

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ABCL, demerged subsidiary of Grasim Industries

Grasim Industries: Stock update - Valuation premium too high for ABCL. Read details below: 24 NOV 2017, 2:56PM

Lakshmi Vilas Bank's board approves rights issue VIEW MORE Company Listing A B C D Positive read through for Lakshmi Vilas Bank. PRODUCTS AND

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Intermediate Courses Positive news for Edelweiss Financial Services as the company raises Rs1527.7 crore via QIP at a floor price of Rs285.14 per share. BUSINESS PARTNER 1 SEP 2017, 9:22AM PRODUCTS VIEW MORE RIL targets to launch 5 Million JIO phones every week

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Robust refining margin of Reliance Industries strengthens our optimistic view on earnings growth prospects. Read details below: Why Partner With Sharekhan App

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Become Partner Positive read through for Thomas Cook as it managed to raise more than the planned Rs600 Cr from its offer for sale of Quess Corp shares as it was oversubscribed five Pattern Finder 31 AUG 2017, 10:12AM times on Thursday.

GIC Housing Finance: Margins and asset quality stays stable VIEW MORE

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Balkrishna Industries reports impressive volume growth in FY2017

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Balkrishna Industries: Viewpoint - Healthy earnings outlook; Reinitiate with positive view. Read details below: