Exactly a year ago, we wrote ‘Andra tutto bene’ (everything is going to be alright!) in which we analysed the likely changes to consumption, industry structur..
Structural profitability reset amid multi-year upcycle; long cement
We believe India’s cement industry is entering a new upcycle that has no parallel in recent d..
On the road to recovery
Power sector continued its resurgence in Q4FY21. Power demand witnessed spectacular recovery in H2FY21 (up 7.8% YoY) to close FY21 only 1.1% lo..
Apr’21 preview: Lockdown dampener to Auto sales
* Apr’21 demand is likely to be impacted by Covid-19-related restrictions/lockdowns across several states. ..
Indian states banking barometer series #1: Tamil Nadu
We believe, along with pan-India banking trend analysis, regularly penning down bottoms-up analyses of state-spec..
Fourth quarter is normally a weak quarter for airlines, more so in Q4FY21 due to higher crude prices. However, higher number of passengers will incrementally help airline..
Commercial Real Estate: Wait for recovery gets longer
Along expected lines, the Indian Commercial Real Estate (CRE) office market has seen a 47% YoY decline in Q1CY21 ..
Exactly a year before, we wrote ‘Andra tutto bene’ (everything is going to be alright!) in which we analysed the likely changes to customer behavior, business..
Are margin norms hurting commodities more than equities?
As upfront margin requirement got hiked to 50% from 1st Mar’21, there has been mixed impact on equities ..
Exactly a year before, we wrote ‘Andra tutto bene’ (everything is going to be alright!) in which we analysed the likely changes to consumption, industry struc..
After posting >40% YoY EBITDA growth in each of the past two quarters, cement companies in our coverage universe are likely to repeat the performance in Q4FY21 too. Th..
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
SpiceJet looks to save Rs 1K crore on commercial settlement with MAX lessors
Key gauges close deep in red on Monday
Sell Copper In The Range Of 710-711 SL Above 715 TGT 704/700 - Axis Securities Ltd
Gold, Silver, Crude Oil, Natural Gas, Copper, Nickel, Zinc, Lead, Aluminium Commodity Report of 20 september 2021 By Geojit Financial
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