Friday, 30 October 2015

Metals & Energy Daily Report from Motilal Oswal Financial Services Ltd http://goo.gl/n0CIqY


Metals & Energy Daily Report from Motilal Oswal Financial Services Ltd http://goo.gl/n0CIqY
http://goo.gl/n0CIqY

Thermax: Operating performance below estimates; intake remains constrained says Motilal Oswal Financial Services Ltd http://goo.gl/HSp3HC


Thermax: Operating performance below estimates; intake remains constrained says Motilal Oswal Financial Services Ltd http://goo.gl/HSp3HC
http://goo.gl/HSp3HC

Sun TV Network: Improved inventory utilization supports ad growth momentum says Motilal Oswal Financial Services Ltd http://goo.gl/uRTsaF


Sun TV Network: Improved inventory utilization supports ad growth momentum says Motilal Oswal Financial Services Ltd http://goo.gl/uRTsaF
http://goo.gl/uRTsaF

MCX: EBITDA below estimate; higher expenses to normalize going forward says Motilal Oswal Financial Services Ltd http://goo.gl/g7KEp9


MCX: EBITDA below estimate; higher expenses to normalize going forward says Motilal Oswal Financial Services Ltd http://goo.gl/g7KEp9
http://goo.gl/g7KEp9

JSW Energy: Consolidated PAT growth led by one-off; core performance muted says Motilal Oswal Financial Services Ltd http://goo.gl/0h00QP


JSW Energy: Consolidated PAT growth led by one-off; core performance muted says Motilal Oswal Financial Services Ltd http://goo.gl/0h00QP
http://goo.gl/0h00QP

Indo Count: Strong show continues; new capex plan highlights demand visibility says Motilal Oswal Financial Services Ltd http://goo.gl/3p5lNH


Indo Count: Strong show continues; new capex plan highlights demand visibility says Motilal Oswal Financial Services Ltd http://goo.gl/3p5lNH
http://goo.gl/3p5lNH

Exide Industries: Top-line disappoints, but EBITDA margins stable QoQ says Motilal Oswal Financial Services Ltd http://goo.gl/4tYQDW


Exide Industries: Top-line disappoints, but EBITDA margins stable QoQ says Motilal Oswal Financial Services Ltd http://goo.gl/4tYQDW
http://goo.gl/4tYQDW

Coromandel International: Results in line; normal Northeast monsoon holds promise for 2HFY16 says Motilal Oswal Financial Services Ltd http://goo.gl/94Wt1f


Coromandel International: Results in line; normal Northeast monsoon holds promise for 2HFY16 says Motilal Oswal Financial Services Ltd http://goo.gl/94Wt1f
http://goo.gl/94Wt1f

Dabur: In-line results; foods segment impacts consolidated volumes says Motilal Oswal Financial Services Ltd http://goo.gl/OR8Aj1


Dabur: In-line results; foods segment impacts consolidated volumes says Motilal Oswal Financial Services Ltd http://goo.gl/OR8Aj1
http://goo.gl/OR8Aj1

Amara Raja Batteries: Net sales grew 9.2% YoY (+2% QoQ) to INR11.5b (v/s est. INR12.3b) says Motilal Oswal Financial Services Ltd http://goo.gl/Djwtkz


Amara Raja Batteries: Net sales grew 9.2% YoY (+2% QoQ) to INR11.5b (v/s est. INR12.3b) says Motilal Oswal Financial Services Ltd http://goo.gl/Djwtkz
http://goo.gl/Djwtkz

Alembic Pharmaceuticals: Alembic Pharma’s (ALPM) 2Q results were ahead of estimates says Motilal Oswal Financial Services Ltd http://goo.gl/mjKyIe


Alembic Pharmaceuticals: Alembic Pharma’s (ALPM) 2Q results were ahead of estimates says Motilal Oswal Financial Services Ltd http://goo.gl/mjKyIe
http://goo.gl/mjKyIe

Ambuja Cements: Operations in line; valuation comfort improves; upgrade to Buy says Motilal Oswal Financial Services Ltd http://goo.gl/BJ35VA


Ambuja Cements: Operations in line; valuation comfort improves; upgrade to Buy says Motilal Oswal Financial Services Ltd http://goo.gl/BJ35VA
http://goo.gl/BJ35VA

Bihar assembly polls: Caste questions dominate in a closely contested election says Mr Om Gaur, senior journalist and State Editor of Bihar & Jharkhand, Dainik Bhaskar in a concall with MOSL http://goo.gl/kX1xDh


Bihar assembly polls: Caste questions dominate in a closely contested election says Mr Om Gaur, senior journalist and State Editor of Bihar & Jharkhand, Dainik Bhaskar in a concall with MOSL http://goo.gl/kX1xDh
http://goo.gl/kX1xDh

Ravi Shenoy of Motilal Oswal spoke about Dish TV and the resignation of its CEO. He however, believes that external environment is conducive for the company. Check out the video for more information http://goo.gl/cZjDLy


Ravi Shenoy of Motilal Oswal spoke about Dish TV and the resignation of its CEO. He however, believes that external environment is conducive for the company. Check out the video for more information http://goo.gl/cZjDLy
http://goo.gl/cZjDLy

Thursday, 29 October 2015

Metals & Energy Daily Report from Motilal Oswal Financial Services Ltd http://goo.gl/dilrJ3


Metals & Energy Daily Report from Motilal Oswal Financial Services Ltd http://goo.gl/dilrJ3
http://goo.gl/dilrJ3

Vedanta: Cost, capex and working capital squeezed to service debt says Motilal Oswal Financial Services Ltd http://goo.gl/9ShO57


Vedanta: Cost, capex and working capital squeezed to service debt says Motilal Oswal Financial Services Ltd http://goo.gl/9ShO57
http://goo.gl/9ShO57

Lupin: Acceleration in US approvals key; maintain Buy rating says Motilal Oswal Financial Services Ltd http://goo.gl/rBYwfA


Lupin: Acceleration in US approvals key; maintain Buy rating says Motilal Oswal Financial Services Ltd http://goo.gl/rBYwfA
http://goo.gl/rBYwfA

Axis Bank: Inline results; Weak quarter marred by lumpy stress addition; Cut est. by ~3% says Motilal Oswal Financial Services Ltd http://goo.gl/4KldQb


Axis Bank: Inline results; Weak quarter marred by lumpy stress addition; Cut est. by ~3% says Motilal Oswal Financial Services Ltd http://goo.gl/4KldQb
http://goo.gl/4KldQb

Wonderla Holidays: Results beat expectations; footfall growth revival expected in 2HFY16 says Motilal Oswal Financial Services Ltd http://goo.gl/vqhCYl


Wonderla Holidays: Results beat expectations; footfall growth revival expected in 2HFY16 says Motilal Oswal Financial Services Ltd http://goo.gl/vqhCYl
http://goo.gl/vqhCYl

Dish TV India: Net adds below estimates; EBITDA in line; lower opex offsets revenue miss says Motilal Oswal Financial Services Ltd http://goo.gl/srjKG7


Dish TV India: Net adds below estimates; EBITDA in line; lower opex offsets revenue miss says Motilal Oswal Financial Services Ltd http://goo.gl/srjKG7
http://goo.gl/srjKG7

TVS Motor Company: RM cost saving leads to positive surprise, drives margin improvement says Motilal Oswal Financial Services Ltd http://goo.gl/jiT5is


TVS Motor Company: RM cost saving leads to positive surprise, drives margin improvement says Motilal Oswal Financial Services Ltd http://goo.gl/jiT5is
http://goo.gl/jiT5is

Maruti Suzuki: In-line results; EBITDA margin of 16.3% drives all-round performance says Motilal Oswal Financial Services Ltd http://goo.gl/HyTLzC


Maruti Suzuki: In-line results; EBITDA margin of 16.3% drives all-round performance says Motilal Oswal Financial Services Ltd http://goo.gl/HyTLzC
http://goo.gl/HyTLzC

Power Grid Corporation: One more aggressive bid for TBCB project says Motilal Oswal Financial Services Ltd http://goo.gl/Rp8Mny


Power Grid Corporation: One more aggressive bid for TBCB project says Motilal Oswal Financial Services Ltd http://goo.gl/Rp8Mny
http://goo.gl/Rp8Mny

Realty sits still as others fast-track IPOs. Views by Sharad Mittal, head and director, real estate funds, at Motilal Oswal http://goo.gl/Z7zOEl


Realty sits still as others fast-track IPOs. Views by Sharad Mittal, head and director, real estate funds, at Motilal Oswal http://goo.gl/Z7zOEl
http://goo.gl/Z7zOEl

Wednesday, 28 October 2015

Metals & Energy Daily Report from Motilal Oswal Financial Services Ltd http://goo.gl/3kfjD8


Metals & Energy Daily Report from Motilal Oswal Financial Services Ltd http://goo.gl/3kfjD8
http://goo.gl/3kfjD8

UPL: Forex loss hurts performance despite strong volume growth of 13% says Motilal Oswal Financial Services Ltd http://goo.gl/ogr2dr


UPL: Forex loss hurts performance despite strong volume growth of 13% says Motilal Oswal Financial Services Ltd http://goo.gl/ogr2dr
http://goo.gl/ogr2dr

Bharti Airtel: EBITDA beat led by India mobile margins; continued forex loss impacts PAT says Motilal Oswal Financial Services Ltd http://goo.gl/DkR2dk


Bharti Airtel: EBITDA beat led by India mobile margins; continued forex loss impacts PAT says Motilal Oswal Financial Services Ltd http://goo.gl/DkR2dk
http://goo.gl/DkR2dk

Metals Weekly : Sponge iron prices down 7% WoW; Scrap imports up 30% in 1H says Motilal Oswal Financial Services Ltd http://goo.gl/2Sl2Gl


Metals Weekly : Sponge iron prices down 7% WoW; Scrap imports up 30% in 1H says Motilal Oswal Financial Services Ltd http://goo.gl/2Sl2Gl
http://goo.gl/2Sl2Gl

Persistent Systems: Operationally in-line quarter; IP drag offsets Enterprise traction says Motilal Oswal Financial Services Ltd http://goo.gl/NlHj7L


Persistent Systems: Operationally in-line quarter; IP drag offsets Enterprise traction says Motilal Oswal Financial Services Ltd http://goo.gl/NlHj7L
http://goo.gl/NlHj7L

Inox Wind: 2QFY16 above estimates driven by strong execution says Motilal Oswal Financial Services Ltd http://goo.gl/b5rvuG


Inox Wind: 2QFY16 above estimates driven by strong execution says Motilal Oswal Financial Services Ltd http://goo.gl/b5rvuG
http://goo.gl/b5rvuG

HDFC: Subdued core operating performance; Cut FY16/17 estimates by 6/5% says Motilal Oswal Financial Services Ltd http://goo.gl/ffuuxE


HDFC: Subdued core operating performance; Cut FY16/17 estimates by 6/5% says Motilal Oswal Financial Services Ltd http://goo.gl/ffuuxE
http://goo.gl/ffuuxE

Hindustan Media Ventures: Bihar election aids ad growth, higher opex drags margin down; maintain earnings says Motilal Oswal Financial Services Ltd http://goo.gl/Zdx9XB


Hindustan Media Ventures: Bihar election aids ad growth, higher opex drags margin down; maintain earnings says Motilal Oswal Financial Services Ltd http://goo.gl/Zdx9XB
http://goo.gl/Zdx9XB

NMDC: Reduction in freight and export duties makes exports viable says Motilal Oswal Financial Services Ltd http://goo.gl/RW2AwX


NMDC: Reduction in freight and export duties makes exports viable says Motilal Oswal Financial Services Ltd http://goo.gl/RW2AwX
http://goo.gl/RW2AwX

Mahindra CIE: Profitability continues to improve despite muted revenue says Motilal Oswal Financial Services Ltd http://goo.gl/KVmsnO


Mahindra CIE: Profitability continues to improve despite muted revenue says Motilal Oswal Financial Services Ltd http://goo.gl/KVmsnO
http://goo.gl/KVmsnO

Indiabulls Real Estate: Presales stable but sub-normal; ambitious deleveraging guidance says Motilal Oswal Financial Services Ltd http://goo.gl/cpqsgs


Indiabulls Real Estate: Presales stable but sub-normal; ambitious deleveraging guidance says Motilal Oswal Financial Services Ltd http://goo.gl/cpqsgs
http://goo.gl/cpqsgs

Mphasis: Margins above estimate, deal bookings sanguine says Motilal Oswal Financial Services Ltd http://goo.gl/4KuxiA


Mphasis: Margins above estimate, deal bookings sanguine says Motilal Oswal Financial Services Ltd http://goo.gl/4KuxiA
http://goo.gl/4KuxiA

Hero MotoCorp: Results better than expected; raising estimates, target price says Motilal Oswal Financial Services Ltd http://goo.gl/fLt069


Hero MotoCorp: Results better than expected; raising estimates, target price says Motilal Oswal Financial Services Ltd http://goo.gl/fLt069
http://goo.gl/fLt069

Tuesday, 27 October 2015

Metals & Energy Daily Report from Motilal Oswal Financial Services Ltd http://goo.gl/eyTxnT


Metals & Energy Daily Report from Motilal Oswal Financial Services Ltd http://goo.gl/eyTxnT
http://goo.gl/eyTxnT

HDFC Bank: In line; strong retail loan growth and branch expansion continue says Motilal Oswal Financial Services Ltd http://goo.gl/jDeM1p


HDFC Bank: In line; strong retail loan growth and branch expansion continue says Motilal Oswal Financial Services Ltd http://goo.gl/jDeM1p
http://goo.gl/jDeM1p

Larsen & Toubro: Look beyond near-term order weakness says Motilal Oswal Financial Services Ltd http://goo.gl/eIquSu


Larsen & Toubro: Look beyond near-term order weakness says Motilal Oswal Financial Services Ltd http://goo.gl/eIquSu
http://goo.gl/eIquSu

Sanofi India: Results ahead of estimates led by superior margins says Motilal Oswal Financial Services Ltd http://goo.gl/NFUlZm


Sanofi India: Results ahead of estimates led by superior margins says Motilal Oswal Financial Services Ltd http://goo.gl/NFUlZm
http://goo.gl/NFUlZm

Biocon: Revenue below estimate; earning recovery remains modest says Motilal Oswal Financial Services Ltd http://goo.gl/RgGuh8


Biocon: Revenue below estimate; earning recovery remains modest says Motilal Oswal Financial Services Ltd http://goo.gl/RgGuh8
http://goo.gl/RgGuh8

Mahindra Financial Services: Weak rural economy impacts asset quality; AUM growth remains tepid says Motilal Oswal Financial Services Ltd http://goo.gl/ZQWD4E


Mahindra Financial Services: Weak rural economy impacts asset quality; AUM growth remains tepid says Motilal Oswal Financial Services Ltd http://goo.gl/ZQWD4E
http://goo.gl/ZQWD4E

Indiabulls Housing Finance: Business momentum remains healthy; spreads and asset quality stable says Motilal Oswal Financial Services Ltd http://goo.gl/XxRhTg


Indiabulls Housing Finance: Business momentum remains healthy; spreads and asset quality stable says Motilal Oswal Financial Services Ltd http://goo.gl/XxRhTg
http://goo.gl/XxRhTg

Jyothy Labs: PAT 28% ahead of estimates: Jyothy Labs’ (JYL) consolidated net sales grew says Motilal Oswal Financial Services Ltd http://goo.gl/CDqMcY


Jyothy Labs: PAT 28% ahead of estimates: Jyothy Labs’ (JYL) consolidated net sales grew says Motilal Oswal Financial Services Ltd http://goo.gl/CDqMcY
http://goo.gl/CDqMcY

Dewan Housing: Business momentum remains strong; trades at 1.2x FY17E ABV says Motilal Oswal Financial Services Ltd http://goo.gl/Yc6nwZ


Dewan Housing: Business momentum remains strong; trades at 1.2x FY17E ABV says Motilal Oswal Financial Services Ltd http://goo.gl/Yc6nwZ
http://goo.gl/Yc6nwZ

Federal Bank: Weak core operating performance; cut earnings by ~18% says Motilal Oswal Financial Services Ltd http://goo.gl/c4bgNK


Federal Bank: Weak core operating performance; cut earnings by ~18% says Motilal Oswal Financial Services Ltd http://goo.gl/c4bgNK
http://goo.gl/c4bgNK

Expert Speak: FY17 to mark advent of transition to an all IP data network says Motilal Oswal Financial Services Ltd http://goo.gl/aU4Ik8


Expert Speak: FY17 to mark advent of transition to an all IP data network says Motilal Oswal Financial Services Ltd http://goo.gl/aU4Ik8
http://goo.gl/aU4Ik8

Bajaj Finance: Another quarter of robust performance; 42% PAT growth, 36% AUM growth says Motilal Oswal Financial Services Ltd http://goo.gl/WGYE5c


Bajaj Finance: Another quarter of robust performance; 42% PAT growth, 36% AUM growth says Motilal Oswal Financial Services Ltd http://goo.gl/WGYE5c
http://goo.gl/WGYE5c

ACC: EBITDA beat led by write-off in staff cost; volume, realizations, variable cost in line says Motilal Oswal Financial Services Ltd http://goo.gl/2nesrN


ACC: EBITDA beat led by write-off in staff cost; volume, realizations, variable cost in line says Motilal Oswal Financial Services Ltd http://goo.gl/2nesrN
http://goo.gl/2nesrN

HCL Technologies: Acquires Volvo’s external IT business says Motilal Oswal Financial Services Ltd http://goo.gl/63dPbP


HCL Technologies: Acquires Volvo’s external IT business says Motilal Oswal Financial Services Ltd http://goo.gl/63dPbP
http://goo.gl/63dPbP

Monday, 26 October 2015

Metals & Energy Daily Report from Motilal Oswal Financial Services Ltd http://goo.gl/M5scxh


Metals & Energy Daily Report from Motilal Oswal Financial Services Ltd http://goo.gl/M5scxh
http://goo.gl/M5scxh

Most Quantitative Outlook Weekly: Diminishing momentum & proximal resistance at 8450 remains a concern


Most Quantitative Outlook Weekly: Diminishing momentum & proximal resistance at 8450 remains a concern http://goo.gl/HIi7Eh
http://goo.gl/HIi7Eh

Commodity Evening Report from Motilal Oswal Financial Services Ltd


Commodity Evening Report from Motilal Oswal Financial Services Ltd http://goo.gl/oJW7Qn
http://goo.gl/oJW7Qn

Godrej Consumer: In-line; sharp jump in International profitability says Motilal Oswal Financial Services Ltd


Godrej Consumer: In-line; sharp jump in International profitability says Motilal Oswal Financial Services Ltd http://goo.gl/CKi3b1
http://goo.gl/CKi3b1

KPIT Technologies: Upgrading target on margin beat says Motilal Oswal Financial Services Ltd http://goo.gl/st7x4O


KPIT Technologies: Upgrading target on margin beat says Motilal Oswal Financial Services Ltd http://goo.gl/st7x4O
http://goo.gl/st7x4O

Market Round Up Report from Motilal Oswal Financial Services Ltd


Market Round Up Report from Motilal Oswal Financial Services Ltd http://goo.gl/nmOkcl
http://goo.gl/nmOkcl

Bharti Infratel: Site additions pickup; EBITDA miss led by lower energy margins says Motilal Oswal Financial Services Ltd


Bharti Infratel: Site additions pickup; EBITDA miss led by lower energy margins says Motilal Oswal Financial Services Ltd http://goo.gl/Nf7T1F
http://goo.gl/Nf7T1F

Asian Paints: No pick-up in demand; near-term risk-reward unfavorable says Motilal Oswal Financial Services Ltd http://goo.gl/xcCFFr


Asian Paints: No pick-up in demand; near-term risk-reward unfavorable says Motilal Oswal Financial Services Ltd http://goo.gl/xcCFFr
http://goo.gl/xcCFFr

Inox Leisure: Results in line; strong content to keep growth momentum intact says Motilal Oswal Financial Services Ltd


Inox Leisure: Results in line; strong content to keep growth momentum intact says Motilal Oswal Financial Services Ltd http://goo.gl/Mn9CTw
http://goo.gl/Mn9CTw

Cadila Health: In-line results; Moraiya facility clearance remains a concern says Motilal Oswal Financial Services Ltd


Cadila Health: In-line results; Moraiya facility clearance remains a concern says Motilal Oswal Financial Services Ltd http://goo.gl/6uBFm3
http://goo.gl/6uBFm3

JSW Steel: Pressure remains on realization but eases on margins says Motilal Oswal Financial Services Ltd http://goo.gl/kk4mAB


JSW Steel: Pressure remains on realization but eases on margins says Motilal Oswal Financial Services Ltd http://goo.gl/kk4mAB
http://goo.gl/kk4mAB

Bajaj Auto: Above estimate; gross margins at 33.5%—highest since 2QFY10 says Motilal Oswal Financial Services Ltd


Bajaj Auto: Above estimate; gross margins at 33.5%—highest since 2QFY10 says Motilal Oswal Financial Services Ltd http://goo.gl/ZCZoU6
http://goo.gl/ZCZoU6

Symphony: Results in line, driven by domestic market growth says Motilal Oswal Financial Services Ltd


Symphony: Results in line, driven by domestic market growth says Motilal Oswal Financial Services Ltd http://goo.gl/yiYvq5
http://goo.gl/yiYvq5

Cairn India: EBITDA in line; stock trading at a premium to proposed merger ratio says Motilal Oswal Financial Services Ltd http://goo.gl/hHg2sZ


Cairn India: EBITDA in line; stock trading at a premium to proposed merger ratio says Motilal Oswal Financial Services Ltd http://goo.gl/hHg2sZ
http://goo.gl/hHg2sZ

Friday, 23 October 2015

I believe India will move far ahead of most markets in the world. The downside looks limited. If an investor enters the market now, a significant upside is likely on a five-year basis,: Raamdeo Agrawal,JMD,MOFSL http://goo.gl/E1mJBd


I believe India will move far ahead of most markets in the world. The downside looks limited. If an investor enters the market now, a significant upside is likely on a five-year basis,: Raamdeo Agrawal,JMD,MOFSL http://goo.gl/E1mJBd
http://goo.gl/E1mJBd

“In a stance similar to Infosys, Mindtree remains muted in terms of its expectations for 2H, despite $105 million wins in Digital, which see a quicker conversion to revenues”, said Motilal Oswal brokerage http://goo.gl/DYaZqr


“In a stance similar to Infosys, Mindtree remains muted in terms of its expectations for 2H, despite $105 million wins in Digital, which see a quicker conversion to revenues”, said Motilal Oswal brokerage http://goo.gl/DYaZqr
http://goo.gl/DYaZqr

HCL Tech’s consolidated profit misses analysts’ estimates. Views by Ravi Shenoy of Motilal Oswal http://goo.gl/HGGRGO


HCL Tech’s consolidated profit misses analysts’ estimates. Views by Ravi Shenoy of Motilal Oswal http://goo.gl/HGGRGO
http://goo.gl/HGGRGO

Motilal Oswal Real Estate to raise up to Rs 1,000 crore through third fund http://goo.gl/juO27f


Motilal Oswal Real Estate to raise up to Rs 1,000 crore through third fund http://goo.gl/juO27f
http://goo.gl/juO27f

Technical picks from Shubham Agarwal of Motilal Oswal: Buy BPCL, Dish TV, Dr Reddys Labs http://goo.gl/GF0UpM


Technical picks from Shubham Agarwal of Motilal Oswal: Buy BPCL, Dish TV, Dr Reddys Labs http://goo.gl/GF0UpM
http://goo.gl/GF0UpM

I believe India will move far ahead of most markets in the world. The downside looks limited. If an investor enters the market now, a significant upside is likely on a five-year basis,: Raamdeo Agrawal,JMD,MOFSL http://goo.gl/E1mJBd


I believe India will move far ahead of most markets in the world. The downside looks limited. If an investor enters the market now, a significant upside is likely on a five-year basis,: Raamdeo Agrawal,JMD,MOFSL http://goo.gl/E1mJBd
http://goo.gl/E1mJBd

5 key behaviors of smart investors during the market correction : Motilal Oswal http://goo.gl/iVa1WZ


5 key behaviors of smart investors during the market correction : Motilal Oswal http://goo.gl/iVa1WZ
http://goo.gl/iVa1WZ

“Waqt Har Zakhm Ko Bhar Deta Hai”- It works nowhere better than in stock markets: AashishPS of Motilal Oswal http://goo.gl/1sU9q3


“Waqt Har Zakhm Ko Bhar Deta Hai”- It works nowhere better than in stock markets: AashishPS of Motilal Oswal http://goo.gl/1sU9q3
http://goo.gl/1sU9q3

Thursday, 22 October 2015

UltraTech profit up 3% in Sept quarter on higher volume: Ravi Shenoy, Vice-President (Midcaps Research), Motilal Oswal Securities http://goo.gl/dNqByS


UltraTech profit up 3% in Sept quarter on higher volume: Ravi Shenoy, Vice-President (Midcaps Research), Motilal Oswal Securities http://goo.gl/dNqByS
http://goo.gl/dNqByS

Motilal Oswal Financial Services Ltd, report says Cummins India Ltd will see lower exports of the higher horse-power engines “due to declining mining activity globally following a drop in commodity prices” http://goo.gl/oqJiMq


Motilal Oswal Financial Services Ltd, report says Cummins India Ltd will see lower exports of the higher horse-power engines “due to declining mining activity globally following a drop in commodity prices” http://goo.gl/oqJiMq
http://goo.gl/oqJiMq

According to Motilal Oswal, LYF phones will be exclusively developed for RIL and in case the sales are lower than expected, then the inventory impact will have to be borne by the company http://goo.gl/WVcmjU


According to Motilal Oswal, LYF phones will be exclusively developed for RIL and in case the sales are lower than expected, then the inventory impact will have to be borne by the company http://goo.gl/WVcmjU
http://goo.gl/WVcmjU

Here are Sudarshan Sukhani of s2analytics.com and Rahul Shah of Motilal Oswal's top trading bets http://goo.gl/zMNGUZ


Here are Sudarshan Sukhani of s2analytics.com and Rahul Shah of Motilal Oswal's top trading bets http://goo.gl/zMNGUZ
http://goo.gl/zMNGUZ

UltraTech posts strong operational results: Ravi Shenoy, vice-president, mid-caps, Motilal Oswal Securities http://goo.gl/UFT0yy


UltraTech posts strong operational results: Ravi Shenoy, vice-president, mid-caps, Motilal Oswal Securities http://goo.gl/UFT0yy
http://goo.gl/UFT0yy

No Modi effect now, but India will move far ahead of most of the markets in the world: Raamdeo Agrawal of Motilal Oswal http://goo.gl/cYQAWa


No Modi effect now, but India will move far ahead of most of the markets in the world: Raamdeo Agrawal of Motilal Oswal http://goo.gl/cYQAWa
http://goo.gl/cYQAWa

Commodity and real estate companies have been affected by market conditions. Infrastructure companies have suffered from regulatory and court-related problems," says Motilal Oswal,CMD, MOFSL http://goo.gl/XSdW9w


Commodity and real estate companies have been affected by market conditions. Infrastructure companies have suffered from regulatory and court-related problems," says Motilal Oswal,CMD, MOFSL http://goo.gl/XSdW9w
http://goo.gl/XSdW9w

Motilal Oswal's housing finance book has seen a very handsome jump in Q2FY16 http://goo.gl/nsjD6T


Motilal Oswal's housing finance book has seen a very handsome jump in Q2FY16 http://goo.gl/nsjD6T
http://goo.gl/nsjD6T

Hindustan Zinc ends flat post Q2. "The stock is trading at an attractive EV/EBITDA of 5.1xFY17E. We value the stock at Rs 177/share based on EV/EBITDA of 6.5xFY17E," said Motilal Oswal http://goo.gl/ZF5u0Q


Hindustan Zinc ends flat post Q2. "The stock is trading at an attractive EV/EBITDA of 5.1xFY17E. We value the stock at Rs 177/share based on EV/EBITDA of 6.5xFY17E," said Motilal Oswal http://goo.gl/ZF5u0Q
http://goo.gl/ZF5u0Q

I believe India will move far ahead of most markets in the world. The downside looks limited. If an investor enters the market now, a significant upside is likely on a five-year basis,: Raamdeo Agrawal,JMD,MOFSL http://goo.gl/E1mJBd


I believe India will move far ahead of most markets in the world. The downside looks limited. If an investor enters the market now, a significant upside is likely on a five-year basis,: Raamdeo Agrawal,JMD,MOFSL http://goo.gl/E1mJBd
http://goo.gl/E1mJBd

Wednesday, 21 October 2015

Metals & Energy Daily Report from Motilal Oswal Financial Services Ltd http://goo.gl/oYfdTQ


Metals & Energy Daily Report from Motilal Oswal Financial Services Ltd http://goo.gl/oYfdTQ
http://goo.gl/oYfdTQ

Ultratech Cement: Outgrows muted industry; cost measures paying off; preferred long-term pick says Motilal Oswal Financial Services Ltd http://goo.gl/zwkCrS


Ultratech Cement: Outgrows muted industry; cost measures paying off; preferred long-term pick says Motilal Oswal Financial Services Ltd http://goo.gl/zwkCrS
http://goo.gl/zwkCrS

South Indian Bank: Weak asset quality continues to impact profitability; valuations attractive says Motilal Oswal Financial Services Ltd http://goo.gl/6x4vhc


South Indian Bank: Weak asset quality continues to impact profitability; valuations attractive says Motilal Oswal Financial Services Ltd http://goo.gl/6x4vhc
http://goo.gl/6x4vhc

Orient Cement: Dismal Maharashtra dynamics continue to hurt operations says Motilal Oswal Financial Services Ltd http://goo.gl/Ji1T1L


Orient Cement: Dismal Maharashtra dynamics continue to hurt operations says Motilal Oswal Financial Services Ltd http://goo.gl/Ji1T1L
http://goo.gl/Ji1T1L

Gruh Finance: Rural slowdown affecting growth and asset quality says Motilal Oswal Financial Services Ltd http://goo.gl/nSh23d


Gruh Finance: Rural slowdown affecting growth and asset quality says Motilal Oswal Financial Services Ltd http://goo.gl/nSh23d
http://goo.gl/nSh23d

Petronet LNG: Above estimate, led by higher Dahej volumes; RasGas long-term offtake remains at 68% says Motilal Oswal Financial Services Ltd http://goo.gl/dG2kZn


Petronet LNG: Above estimate, led by higher Dahej volumes; RasGas long-term offtake remains at 68% says Motilal Oswal Financial Services Ltd http://goo.gl/dG2kZn
http://goo.gl/dG2kZn

Hindustan Zinc: Strong production and improving costs driving the beat says Motilal Oswal Financial Services Ltd http://goo.gl/dwY3ca


Hindustan Zinc: Strong production and improving costs driving the beat says Motilal Oswal Financial Services Ltd http://goo.gl/dwY3ca
http://goo.gl/dwY3ca

HCL Technologies: Soft revenue, but bullish outlook for 2H; margins bottom out says Motilal Oswal Financial Services Ltd http://goo.gl/3UcLuM


HCL Technologies: Soft revenue, but bullish outlook for 2H; margins bottom out says Motilal Oswal Financial Services Ltd http://goo.gl/3UcLuM
http://goo.gl/3UcLuM

“In a stance similar to Infosys, Mindtree remains muted in terms of its expectations for 2H, despite $105 million wins in Digital, which see a quicker conversion to revenues”, said Motilal Oswal brokerage http://goo.gl/DYaZqr


“In a stance similar to Infosys, Mindtree remains muted in terms of its expectations for 2H, despite $105 million wins in Digital, which see a quicker conversion to revenues”, said Motilal Oswal brokerage http://goo.gl/DYaZqr
http://goo.gl/DYaZqr

HCL Tech’s consolidated profit misses analysts’ estimates. Views by Ravi Shenoy of Motilal Oswal http://goo.gl/HGGRGO


HCL Tech’s consolidated profit misses analysts’ estimates. Views by Ravi Shenoy of Motilal Oswal http://goo.gl/HGGRGO
http://goo.gl/HGGRGO

Motilal Oswal Real Estate to raise up to Rs 1,000 crore through third fund http://goo.gl/juO27f


Motilal Oswal Real Estate to raise up to Rs 1,000 crore through third fund http://goo.gl/juO27f
http://goo.gl/juO27f

Technical picks from Shubham Agarwal of Motilal Oswal: Buy BPCL, Dish TV, Dr Reddys Labs http://goo.gl/GF0UpM


Technical picks from Shubham Agarwal of Motilal Oswal: Buy BPCL, Dish TV, Dr Reddys Labs http://goo.gl/GF0UpM
http://goo.gl/GF0UpM

Tuesday, 20 October 2015

DB Corp: Ad growth remains sluggish, rebound awaited; downgrade earnings 4-6% says Motilal Oswal Financial Services Ltd http://goo.gl/ITkAhr


DB Corp: Ad growth remains sluggish, rebound awaited; downgrade earnings 4-6% says Motilal Oswal Financial Services Ltd http://goo.gl/ITkAhr
http://goo.gl/ITkAhr

MindTree: Blockbuster growth; sanguine deal wins; yet commentary on 2H muted says Motilal Oswal Financial Services Ltd http://goo.gl/oFYKlX


MindTree: Blockbuster growth; sanguine deal wins; yet commentary on 2H muted says Motilal Oswal Financial Services Ltd http://goo.gl/oFYKlX
http://goo.gl/oFYKlX

LIC Housing Finance: Impressive performance in spreads and margins says Motilal Oswal Financial Services Ltd http://goo.gl/l1Leax


LIC Housing Finance: Impressive performance in spreads and margins says Motilal Oswal Financial Services Ltd http://goo.gl/l1Leax
http://goo.gl/l1Leax

JLR Sep-15 wholesale volumes up 55% YoY & best ever says Motilal Oswal Financial Services Ltd http://goo.gl/U3ZNkv


JLR Sep-15 wholesale volumes up 55% YoY & best ever says Motilal Oswal Financial Services Ltd http://goo.gl/U3ZNkv
http://goo.gl/U3ZNkv

Ecoscope: Lower commodities keep EXIM value down says Motilal Oswal Financial Services Ltd http://goo.gl/i79OoE


Ecoscope: Lower commodities keep EXIM value down says Motilal Oswal Financial Services Ltd http://goo.gl/i79OoE
http://goo.gl/i79OoE

5 key behaviors of smart investors during the market correction : Motilal Oswal http://goo.gl/iVa1WZ


5 key behaviors of smart investors during the market correction : Motilal Oswal http://goo.gl/iVa1WZ
http://goo.gl/iVa1WZ

“Waqt Har Zakhm Ko Bhar Deta Hai”- It works nowhere better than in stock markets: AashishPS of Motilal Oswal http://goo.gl/1sU9q3


“Waqt Har Zakhm Ko Bhar Deta Hai”- It works nowhere better than in stock markets: AashishPS of Motilal Oswal http://goo.gl/1sU9q3
http://goo.gl/1sU9q3

Metals & Energy Daily Report from Motilal Oswal Financial Services Ltd http://goo.gl/H3vWM2


Metals & Energy Daily Report from Motilal Oswal Financial Services Ltd http://goo.gl/H3vWM2
http://goo.gl/H3vWM2

Monday, 19 October 2015

Metals & Energy Daily Report from Motilal Oswal Financial Services Ltd http://goo.gl/0QW6tW


Metals & Energy Daily Report from Motilal Oswal Financial Services Ltd http://goo.gl/0QW6tW
http://goo.gl/0QW6tW

Reliance Industries’ (RIL) reported above estimate 2QFY16 EBITDA at INR98.3b says Motilal Oswal Financial Services Ltd http://goo.gl/T6Ol45


Reliance Industries’ (RIL) reported above estimate 2QFY16 EBITDA at INR98.3b says Motilal Oswal Financial Services Ltd http://goo.gl/T6Ol45
http://goo.gl/T6Ol45

V-Guard Industries: Results below est; management cuts FY16 growth guidance from 15% to 12% says Motilal Oswal Financial Services Ltd http://goo.gl/aqSmpL


V-Guard Industries: Results below est; management cuts FY16 growth guidance from 15% to 12% says Motilal Oswal Financial Services Ltd http://goo.gl/aqSmpL
http://goo.gl/aqSmpL

Most Quantitative Outlook Weekly: Nifty continues to trend up with important resistance being only at 8450 http://goo.gl/jv1Lqu


Most Quantitative Outlook Weekly: Nifty continues to trend up with important resistance being only at 8450 http://goo.gl/jv1Lqu
http://goo.gl/jv1Lqu

Week In Nutshell: A lackluster week Report from Motilal Oswal Financial Services Ltd http://goo.gl/f09wZa


Week In Nutshell: A lackluster week Report from Motilal Oswal Financial Services Ltd http://goo.gl/f09wZa
http://goo.gl/f09wZa

Weekly Pivot As On 16th Oct 2015 Report from Motilal Oswal Financial Services Ltd http://goo.gl/cH6l5d


Weekly Pivot As On 16th Oct 2015 Report from Motilal Oswal Financial Services Ltd http://goo.gl/cH6l5d
http://goo.gl/cH6l5d

NIIT Technologies: Focus on international business bearing fruit; margins up says Motilal Oswal Financial Services Ltd http://goo.gl/7r1YYq


NIIT Technologies: Focus on international business bearing fruit; margins up says Motilal Oswal Financial Services Ltd http://goo.gl/7r1YYq
http://goo.gl/7r1YYq

Annual Report Threadbare: Adani Ports & SEZ says Motilal Oswal Financial Services Ltd http://goo.gl/22nOa8


Annual Report Threadbare: Adani Ports & SEZ says Motilal Oswal Financial Services Ltd http://goo.gl/22nOa8
http://goo.gl/22nOa8

Sintex Industries: Domestic segments drive growth; B2G recovery and clarity on spinning performance the key factors says Motilal Oswal Financial Services Ltd http://goo.gl/yfGN4M


Sintex Industries: Domestic segments drive growth; B2G recovery and clarity on spinning performance the key factors says Motilal Oswal Financial Services Ltd http://goo.gl/yfGN4M
http://goo.gl/yfGN4M

DB Corp: Ad growth remains sluggish, rebound awaited; downgrade earnings 4-6% says Motilal Oswal Financial Services Ltd http://goo.gl/ITkAhr


DB Corp: Ad growth remains sluggish, rebound awaited; downgrade earnings 4-6% says Motilal Oswal Financial Services Ltd http://goo.gl/ITkAhr
http://goo.gl/ITkAhr

MindTree: Blockbuster growth; sanguine deal wins; yet commentary on 2H muted says Motilal Oswal Financial Services Ltd http://goo.gl/oFYKlX


MindTree: Blockbuster growth; sanguine deal wins; yet commentary on 2H muted says Motilal Oswal Financial Services Ltd http://goo.gl/oFYKlX
http://goo.gl/oFYKlX

JLR Sep-15 wholesale volumes up 55% YoY & best ever says Motilal Oswal Financial Services Ltd http://goo.gl/U3ZNkv


JLR Sep-15 wholesale volumes up 55% YoY & best ever says Motilal Oswal Financial Services Ltd http://goo.gl/U3ZNkv
http://goo.gl/U3ZNkv

LIC Housing Finance: Impressive performance in spreads and margins says Motilal Oswal Financial Services Ltd http://goo.gl/l1Leax


LIC Housing Finance: Impressive performance in spreads and margins says Motilal Oswal Financial Services Ltd http://goo.gl/l1Leax
http://goo.gl/l1Leax

Ecoscope: Lower commodities keep EXIM value down says Motilal Oswal Financial Services Ltd http://goo.gl/i79OoE


Ecoscope: Lower commodities keep EXIM value down says Motilal Oswal Financial Services Ltd http://goo.gl/i79OoE
http://goo.gl/i79OoE

Friday, 16 October 2015

Metals & Energy Daily Report from Motilal Oswal Financial Services Ltd http://goo.gl/HfQdyc


Metals & Energy Daily Report from Motilal Oswal Financial Services Ltd http://goo.gl/HfQdyc
http://goo.gl/HfQdyc

Metals & Energy Daily Report from Motilal Oswal Financial Services Ltd http://goo.gl/HfQdyc


Metals & Energy Daily Report from Motilal Oswal Financial Services Ltd http://goo.gl/HfQdyc
http://goo.gl/HfQdyc

TTK Prestige: Results broadly in line; festive demand, new launches to drive growth says Motilal Oswal Financial Services Ltd http://goo.gl/VmkGSp


TTK Prestige: Results broadly in line; festive demand, new launches to drive growth says Motilal Oswal Financial Services Ltd http://goo.gl/VmkGSp
http://goo.gl/VmkGSp

Zee Entertainment: Superlative ad growth arrests margin impact; Upgrade earnings 5-6% says Motilal Oswal Financial Services Ltd http://goo.gl/RP3ku3


Zee Entertainment: Superlative ad growth arrests margin impact; Upgrade earnings 5-6% says Motilal Oswal Financial Services Ltd http://goo.gl/RP3ku3
http://goo.gl/RP3ku3

Here's the ideal way to promote an employee : Sudhir Dhar of Motilal Oswal http://goo.gl/OvH2Vi


Here's the ideal way to promote an employee : Sudhir Dhar of Motilal Oswal http://goo.gl/OvH2Vi
http://goo.gl/OvH2Vi

Hindustan Unilever: Commodity deflation windfall not translating into bottom-line growth says Motilal Oswal Financial Services Ltd http://goo.gl/nC0wGj


Hindustan Unilever: Commodity deflation windfall not translating into bottom-line growth says Motilal Oswal Financial Services Ltd http://goo.gl/nC0wGj
http://goo.gl/nC0wGj

Ecoscope: WPI disinflation persists says Motilal Oswal Financial Services Ltd http://goo.gl/vyZ5W3


Ecoscope: WPI disinflation persists says Motilal Oswal Financial Services Ltd http://goo.gl/vyZ5W3
http://goo.gl/vyZ5W3

HCL Technologies: Sounds revenue alarm says Motilal Oswal Financial Services Ltd http://goo.gl/rpFpy3


HCL Technologies: Sounds revenue alarm says Motilal Oswal Financial Services Ltd http://goo.gl/rpFpy3
http://goo.gl/rpFpy3

Coal India: Earnings resilient despite coal price correction says Motilal Oswal Financial Services Ltd http://goo.gl/b7nEbd


Coal India: Earnings resilient despite coal price correction says Motilal Oswal Financial Services Ltd http://goo.gl/b7nEbd
http://goo.gl/b7nEbd

Aarti Industries Limited: De-merger to be value accretive says Motilal Oswal Financial Services Ltd http://goo.gl/WE9bRe


Aarti Industries Limited: De-merger to be value accretive says Motilal Oswal Financial Services Ltd http://goo.gl/WE9bRe
http://goo.gl/WE9bRe

Motilal Oswal’s private equity arm had invested 113 crore in another project of Rajesh Lifespace Raj Grandeur in Powai http://goo.gl/SvhRiK


Motilal Oswal’s private equity arm had invested 113 crore in another project of Rajesh Lifespace Raj Grandeur in Powai http://goo.gl/SvhRiK
http://goo.gl/SvhRiK

NMDC: falling iron ore prices signal tough times. Lumps accounted for about 36% of its output in FY15, according to a Motilal Oswal Research report. http://goo.gl/fs2BAi


NMDC: falling iron ore prices signal tough times. Lumps accounted for about 36% of its output in FY15, according to a Motilal Oswal Research report. http://goo.gl/fs2BAi
http://goo.gl/fs2BAi