Better market mix led to higher realisation
Orient Cement’s (ORCMNT) Q4FY20 EBITDA at Rs1.25bn (down 19% YoY) was better than our/ consensus estimates owing to h..
One-offs & higher VAP mix drive margin beat
Supreme Industries (SIL) surprised the street positively with a huge beat in EBITDA margin at 19.1% (I-Sec:13.7%), up 5..
April’20 premium growth impacted by lockdown
Non-life insurance premiums were impacted due to the Covid-19 lockdown. Aggregate industry gross direct premium inco..
Market Outlook in Hindi by Mr. Dharmesh Shah, ICICI Securities
Please refer disclaimer at https://www.icicisecurities.com/AboutUs/?ReportID=10445
* Financial conditions improve sharply during May 2020: Our proprietary ‘Financial Conditions Index’ which aggregates information from overnight money market,..
In this report, we have comprehensively analysed borrowing dynamics of shadow banks (liability profile, CP/bond issuances, maturity calendar, roll-overs, corporate spread..
Risk-on sentiment is slowly gathering momentum
* ‘I-Sec Global Risk Score’ shows worst is over:
To gauge global risk sentiment, we constructed proprieta..
To emerge stronger on the other side
With collections in the month of April and May being ~40% of pre-Covid levels, we expect revenues for Just Dial (JD) to decline by..
Strong performance maintained
Torrent Pharma’s (Torrent) Q4FY20 performance was largely in-line with estimates aided by strong India growth and controlled costs...
In-line quarter; deleveraging continues
JSPL’s Q4FY20 operational print was in-line with consolidated EBITDA of Rs22.2bn (I-Sec: Rs21.9bn). While Jindal Power&rs..
May’20 volumes could surprise, but too early to extrapolate
Our channel checks suggest demand recovery to be swift and strong during May’20 with industry l..
* Recovery to take time
Q4FY20 (revenue declined 9%) marks the start of a cycle of misses and consensus estimate cuts for retail companies, in our opinion. Bata is lik..
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
Headwinds recede for Tata Motors, but it is not out of the woods just yet
Infosys signs agreement with U.S. IRS; sees lower tax rate
Small firms not giving secure corporate devices to employees: Report
Centre tries to allay concerns over lower collections, lagging investments
Exclusive: Malaysia - Even $3 billion not enough to settle 1MDB case with Goldman
HSBC warns it could face reprisals in China if UK bans Huawei equipment - the Telegraph
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