Please Share:: 
India Equity Research Reports, IPO and Stock News
Visit http://indiaer.blogspot.com/ for complete details �� ��
http://www.kotaksecurities.com/pdf/indiadaily/indiadaily21022012.pdf
Company
Infosys: Management interaction notes
` Commentary on demand environment - in line with the company’s broader
stance
` Improvement in front-end KPIs and increasing offshore acceptance in the
Continent encouraging
` European geography has a different set of challenges compared to North
America
Sector
Property: Struggle continues
` Launches have declined, contributing to muted sales
` Inventory remains stable; prices maintain upward trend
` Muted sales have led to lower cash flows for developers, delaying deleveraging
` New DCR rules should lead to a pick-up of launches in Mumbai
` Remain selective: Sobha, Oberoi and PHNX are our top picks
India Equity Research Reports, IPO and Stock News
Visit http://indiaer.blogspot.com/ for complete details �� ��
http://www.kotaksecurities.com/pdf/indiadaily/indiadaily21022012.pdf
Company
Infosys: Management interaction notes
` Commentary on demand environment - in line with the company’s broader
stance
` Improvement in front-end KPIs and increasing offshore acceptance in the
Continent encouraging
` European geography has a different set of challenges compared to North
America
Sector
Property: Struggle continues
` Launches have declined, contributing to muted sales
` Inventory remains stable; prices maintain upward trend
` Muted sales have led to lower cash flows for developers, delaying deleveraging
` New DCR rules should lead to a pick-up of launches in Mumbai
` Remain selective: Sobha, Oberoi and PHNX are our top picks
No comments:
Post a Comment