Assessing the impact of rising interest rates on real estate demand
Would it be different this time?
Two interest rate hikes cycle over the last two decades –..
IPL rights auction rakes in big moolah!!!
The much awaited IPL rights for 2023-27 concluded, fetching | 48.390 crore to the BCCI. The winning bid total amount, as expe..
TCS/INFO FY22 AR analysis: Focus on Cloud to continue
Structural tailwinds intact; margins stable
* Analysis of the FY22 annual reports of TCS and INFO suggested co..
Strong order book bodes well for future
This report highlights the performance of ~35 companies in the Capital Goods, Infrastructure and Defense sectors and ..
Weakness in cement prices continued in Jun’22
Average cement prices continued to witness a decline of 2.3% MoM in Jun’22 following a 2.8% dec..
REITs: Resilience amid turbulence
Indian REITs have seen strong rental collections of over 99% over FY21-FY22 and have been able to achieve healthy re-leasing spreads ..
Payments Vision 2025: Focus on expansion of digital payments, regulation of BigTechs/FinTechs
The RBI in its ‘Payments Vision 2025’ proposes specific initi..
Cost pressure persists; margins fizzles out
In Q4FY22, Ferrous companies (except Tata Steel & JSPL) reported higher EBITDA (though EBITDA/t was lower except SAIL) ..
* After four consecutive months of growth, the industry saw its VLR subscriber base decline by 7.5mn MoM in April. The fall in VLR base was due to Bharti and VIL, whose b..
Prefer contracted players amid disruptions and rising capex
The rich multiples in India’s specialty chemicals space has been a topic of constant discussion with ..
Volume moderates; PVC prices key monitorable
Leading plastic pipe companies reported modest volume growth in 4QFY22 (c. 4% growth, 3-year CAGR). Pipes realisatio..
India Wood Panels
Momentum sustains; guidance intact
Wood panel companies delivered 2-24% growth in volume (3-year CAGR basis) on the back of robust underlying dema..
Rupee weakens against US dollar on Thursday
Euro testing support as Ukraine crisis looms over growth
India rupee sees worst week in seven on new variant
Indian rupee weakens against US dollar on Monday
Currency Squeeze: Rupee expected to weaken further
Quote on Nifty: The trend remains positive as the index has been sustaining above the major Says Rupak De, LKP Securities
Daily market commentary By Mr. Siddhartha Khemka, Head - Retail Research, Motilal Oswal Financial Services Ltd.
Buy Alembic Pharmaceuticals Ltd For Target Rs.830 - Yes Securities
Add Godrej Consumer Products Ltd For Target Rs.946 - Yes Securities Ltd
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