All eyes on recovery in pricing scenario!
Sagar delivered healthy numbers in a quarter which was characterized by demand slump in AP and Telangana (decline of ~20% YoY..
Demand recovery still a while away
Demand headwinds to persist in 2HFY20 Our interaction with the building materials dealers PAN India indicate,
i) Persistent slowd..
Outperformance on all parameters!
Dalmia delivered a robust set of numbers for the quarter outperforming on all paramters. Against the backdrop of a benign demand scen..
Acquisition of Century Cement – structurally positive!
UltraTech successfully completed the merger of cement assets of Century Textiles during the quarter taking..
All well, issue equity puzzling...
We retain NEUTRAL on Shree Cement (SRCM) with TP of Rs 20,000. Our TP implies cement EV of USD 215/MT.
Pricing kicker continues
We recommend a BUY on Ambuja Cements with a TP of Rs 240 (SOTP based). In 3QCY19, strong pricing more than offsets weak demand. Thus, standalo..
Stellar Performance on all Counts
Completely defying the realisation challenges witnessed in 2QFY20, Shree Cement (SRCM) has reported a super performance in 2QFY20. Wh..
The company reported standalone net profit of Rs 309.05 crore for the quarter ended September 30, 2019 as compared to Rs 49.33 crore in the same period last year, registe..
Earnings miss as costs rise; cut estimates by 6-14%
* Volumes decline but realizations improve:
Volumes declined 5% YoY to 5.23mt in 3QCY19, as demand was im..
In-line Performance; Stronger YoY Realisation Negates Higher Opex
Ambuja Cements (ACEM) has reported broadly in-line performance in 3QCY19 with its operating profit &n..
Dismal volume growth was a key disappointment in UltraTech Cement Ltd’s September quarter earnings. Given the seasonal weakness, analysts were anticipating only..
In-line; Revival driven by capex-led growth
* Weak demand impacts volume but pricing strong:
Volumes declined 1.5% YoY to 6.44mt in 3QCY19. However, premium p..
Accelya Solutions In Q4 net profit up 32.35% at Rs 24.71 cr
US dollar rises after Fed policy meeting
Rupee rises by 12 paise to Rs 69.05 against dollar
BSNL to offer more data, validity under select prepaid plans
Infosys signs agreement with U.S. IRS; sees lower tax rate
Views On coming week market overview - Mr. Mustafa Nadeem
Sell Gold Around 37700-37720 SL ABOVE 37820 TGT 37590/37460 - Axis Securities
Stock Market Prediction 16 December 2019
ArcelorMittal initiates ₹42,000-cr payment for Essar Steel acquisition
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