AGR verdict: VIL survival still an uphill task...
The Supreme Court verdict on AGR allowing 10 years staggered payment and clarifying on spectrum trading/sharing liab..
Banks: Sector Credit Trends
Growth slows, as expected
Non-food credit growth slowed further to 6.7% YoY (vs. 6.8% in May). We do not find this surprising, given t..
PVC prices on a roll, again
PVC prices increase further by Rs2/kg or 2.5% w.e.f. 1st Aug’20. This is the second price hike in Q2FY21-TD after a sharp spurt in M..
Private players’ individual WRP declines ~6% YoY for Aug’20
LIC reports growth of ~2% YoY; market share increases 242bp over FY21YTD
* Private players&..
Improving trends; upbeat commentary
Collection efficiency at 70–80% levels; disbursements picking up
* We concluded our 16th Annual General Investor Confere..
IPM declines in Aug’20 after posting muted growth in Jul’20
* The Indian Pharma market (IPM) declined by 2.2% YoY in Aug’20 (v/s muted growth of 0.2..
AGR case reaches closure
Nudging the sector to duopoly
* The long-drawn AGR liability court battle seems to have reached some conclusion as the Supreme Court (SC)..
Above est.; Volumes grow 7.8% YoY to 54.9k
Tractors surprise positively; UV volumes in line with estimates
* M&M’s tractor volumes surged 65% YoY to 24.5..
July’20 tendering and awarding pick up as economic activity resumes
Key trends seen in July’20
* With the gradual easing of the lockdown, tendering and ..
Q1FY21 does not provide any discernible business trend
Q1FY21 should not have any bearing on the business expectations in a steady state situation considering the uni..
Commentary improves on Demand; COVID caveat remains!
In this report, we present detailed takeaways from the 1QFY21 conference calls as we refine the essence of India ..
Chronic therapy: A portfolio prescription
Therapeutic re-order is underway
Domestic formulations business is the most sustainable and profitable part of Indian pha..
NCLT approves sale of IL&FS education arm to LEHL
Hyundai Motor India adds new Board members
Vodafone Idea board to mull raising funds post AGR verdict
Amazon to invest $18 billion this year to help SMBs grow
Headwinds recede for Tata Motors, but it is not out of the woods just yet
Market Outlook and way forward with Mr. Sumeet Bagadia, Choice Broking
Technical Quote On Today`s Market Performance 22 September 2020 by Mr. Nagaraj Shetti, HDFC Securities
Does Growth Matter? – India Multi Asset Commentary, Quantum Mutual Fund
NSE and SGX progress on NSE IFSC-SGX Connect
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