Growth aided by price hikes; margins still under check
Q2FY22 has seen normalisation of the consumption trend after a recovery from the second wave of pandemic. We bel..
Changing market construct
Bharti, RJio to see exponential benefit
The Telecom industry is on the cusp of a major change in market construct, which could have signif..
Indian States Banking Barometer series #3: Maharashtra
In this series of Indian States Banking Barometer, we deep-dive into the leading and dominant Maharashtra (MH) m..
European winter severity to determine gas/LNG price outlook
Dutch TTF and UK NBP gas prices are up 22% in the last three days to US$24.5- 24.6/mmbtu. This surge was tr..
Buy L and T Technology Services Ltd For Target Rs.5,670
Structural theme remains on track
Upward revisions on guidance front to continue
* L&T Technology Ser..
Market share gain for Indian IT companies to continue
IT stocks had a phenomenal rally in the last three months as well as the last one year. Large cap IT stocks in ou..
On the cusp of a transformation
Initiating coverage with a positive outlook
* The Indian Logistics sector is set to witness a transformation, led by: 1) reforms lik..
Worsening risk-reward in steel equities
Lead indicators of Chinese demand for steel continue to worsen. Weak realestate data (chart 23) as well as contagion fears on a..
Air traffic nears 250k daily; PLF at 75%; improving traffic and higher flying capacity should lead to lower losses
Air traffic in terms of passenger and PLFs has impro..
Optimism intact for Residential Real Estate
Office leasing to remain muted in the near term
* We hosted five companies in the unlisted Real Estate space to assess t..
Ida: GRM, oil, gas/LNG prices up as capacity remains shut
Two weeks after hurricane Ida made landfall in Louisiana, 6.9% of US oil output (15.1% at peak), 1.6% of gas ..
PV demand remains strong; 2W demand down
…PV retails let down by chip shortage
* Navratras (from 7th Oct to 15th Oct) marked the start of the festival season..
Rupee falls 10 paise to 73.94 against US dollar in early trade
Rupee strengthens against US dollar on Tuesday
Rate decision, US stimulus likely constraints to rupee's further appreciation
Rupee slips on RBI's dovish stance, 'loose' policy
Currency Squeeze: Rupee expected to weaken further
Bears aggrandize on monthly expiry, Nifty well below 18000 By Mr. Sameet Chavan, Angel One Ltd
LG Electronics Q3 net profit down 20.4% on Bolt EV recall costs
Winter schedule 2021: Down 4% from pre-pandemic levels
Sell Crude Oil Below 6090 SL Above 6130 TGT 6030/6000 - Axis Securities
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