Godrej Consumer Products: Valuations richer post 10% EPS reduction for FY2014/15E. REDUCE
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1QFY14 margin miss and management's growth focus drive steep EPS cuts
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Valuations reflecting the positive side of the story (growth) while ignoring the risky side (margins)
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Tata Power: Coal remains weak
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Standalone performance remains stable, regulatory review boosts earnings
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Coal reports dismal performance, start-up costs and currency depreciation impact Mundra
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Maintain BUY with target price of Rs92
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Crompton Greaves: Comforting quarter but a long way to go; domestic leads, overseas recover
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Ordering: Backlog improves on strong domestic ordering; overseas decline positive for margin
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Domestic: Consumer continues on strong growth; power margin improves
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Overseas: EBIT level loss attributed to Canada; incrementally expects better margins for key units
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We retain estimates and ADD rating on reasonable prospects, attractive valuations
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1QFY14: Strong operational results on better-than-expected standalone margin (power, consumer)
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SpiceJet: Outperforms
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Outperforms - led by higher contribution from the international business
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2QFY14 could be painful for the industry on account of Rupee depreciation
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Terminating coverage on the stock; last rating was BUY with TP of Rs60
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Company alerts
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PFC: Valuations cheap, asset quality behavior crucial to reinstate investor confidence
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Scenario analysis for PFC's stock price
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Other key risks to PFC's business model
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Sector alerts
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Technology: 1QFY14 review - the Rupee lends a hand
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1QFY14 - industry delivers robust revenue growth, partly aided by seasonal pick-up
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North America leads the way in growth
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Pricing under pressure but offset by generous Rupee depreciation (once again)
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Our top picks - Infosys, TCS and Mindtree
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Technology: Cognizant - defying gravity
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Cognizant 2QCY13 - strong growth, revises full-year guidance up to 19%
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Best stock to own in the sector
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Positive read-through for Indian IT
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