IT services rearview mirror: 3QFY21 earnings review
Strongest third quarter in the past five years
* The Indian IT services industry reported one of its strongest t..
IPM growth moderates in Jan’21 after a strong Dec’20
* IPM growth moderated to 4.5% YoY in Jan’21 v/s 8.5% in Dec’20 (7.6% in Jan’20), le..
Domestic steel consumption remains strong
We expect strong domestic demand and low finished steel inventory to support domestic steel prices. India’s domestic st..
Above our estimate; all round beat; highest ever revenue and EBITDA
* Consolidated net revenue grew 24% YoY to ~INR20.4b (v/s our estimate of ~INR18.8b). EBITDA margin..
Our View ‐ We remain positive on Voltas as it has demonstrated consistent market share gains along with industry leading margins in RAC. In other produc..
Upcoming spectrum auction
Will we see another fierce battle for supremacy?
The spectrum auction will begin on 1st Mar’21. Given the consolidation in the secto..
We hosted a call with Mr R K Bansal, veteran stress management expert and MD & CEO of Edelweiss ARC (also ex-ED of IDBI Bank engaged in SASF/CDR management) to unders..
Indian users back in market after spot LNG falls from peak
JKM spot LNG prices have plunged from US$32.5/mmbtu on 12-Jan’21 due to milder weather, end of panic ..
The silver lining
The first half of CY20 was an unanticipated turning point for the chemical industry. The dual effects of the COVID-related economic downturn and disr..
Food & Grocery
From a disruptor’s lens
The view from a disruptor’s lens is a salivating one as short of a few well-capitalised operators, the organ..
Jan’21 volume review: New Year commences on a positive note for Tractors, PVs and 2Ws
* Wholesales for Tractors, PVs and 2Ws were positive yoy in Jan’21, ..
Average daily fliers remains range bound at 248k
Weekly average daily fliers came in at 248k in the week ended (W.E) 6 th Feb’21 vs 242k in the W.E. 30th Jan&rs..
Rupee strengthens against US dollar on Tuesday
Rupee falls 10 paise to 73.94 against US dollar in early trade
NCLT approves sale of IL&FS education arm to LEHL
Rate decision, US stimulus likely constraints to rupee's further appreciation
Rupee slips on RBI's dovish stance, 'loose' policy
Indian equities settle at all-time closing highs on Tuesday
IPO Note - Dodla Dairy Limited By GEPL Capital
IPO Note - Dodla Dairy Ltd By Choice Broking
Gold, Silver, Crude Oil, Natural Gas, Copper, Nickel, Zinc, Lead, Aluminium Commodity Report of 15 June 2021 By Geojit Financial
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