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India Equity Research Reports, IPO and Stock News
Visit http://indiaer.blogspot.com/ for complete details �� ��
http://www.kotaksecurities.com/pdf/indiadaily/indiadaily21022012.pdf
Reliance Industries: A small loss for RIL, a giant loss for India
` Low visibility on gas production precludes a positive view on RIL stock at
current levels
` Modest downward revision to EPS; offset by higher crude price assumptions
` Much more serious for India - gas supply, downstream units, CAD
Cairn India: Time to SELL
` Surge in crude prices offset by recent appreciation in Rupee
` Comfortable global oil supply-demand balance versus Iran situation and
global liquidity
` Cairn's EPS to decline to Rs31 in FY2017E given higher profit sharing with
the Government
` Downgrade to SELL; revise earnings for change in exchange rates and crude
price assumptions
India Equity Research Reports, IPO and Stock News
Visit http://indiaer.blogspot.com/ for complete details �� ��
http://www.kotaksecurities.com/pdf/indiadaily/indiadaily21022012.pdf
Reliance Industries: A small loss for RIL, a giant loss for India
` Low visibility on gas production precludes a positive view on RIL stock at
current levels
` Modest downward revision to EPS; offset by higher crude price assumptions
` Much more serious for India - gas supply, downstream units, CAD
Cairn India: Time to SELL
` Surge in crude prices offset by recent appreciation in Rupee
` Comfortable global oil supply-demand balance versus Iran situation and
global liquidity
` Cairn's EPS to decline to Rs31 in FY2017E given higher profit sharing with
the Government
` Downgrade to SELL; revise earnings for change in exchange rates and crude
price assumptions
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