Coal India: FY2014 may be relatively modest unless e-auctions revive
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After volume-led growth in FY2013, growth in the current year seems to be a challenge
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Operating leverage a twin-edged sword - wage bill will rise, revenue growth or otherwise
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CMP factors no-growth multiple, rich dividend yield on extant earnings
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Sterlite Industries: Government stake sale to sort out cash fungibility
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Media reports: Legal hurdles are behind for Government stake sale of Hindustan Zinc and Balco
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Multiple challenges towards deal execution
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Mindtree: Geared for sustainable growth
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Making the right bets to drive profitable growth
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BFSI - focus on property and casualty insurance, corporate lending, asset management
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Consistent growth in IT services expected to continue
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Sector alerts
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Banks/Financial Institutions: RBI... to the rescue
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A bailout that should protect banks in the short term
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How does it impact banks?
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Expect some relief rally - broader issues have not passed
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Industrials: Braving the storm
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L&T: (ADD; TP: Rs925) Adequate protection against near-term earnings disappointments
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BHEL (SELL, TP: Rs100): We may be only at the beginning; possible loss on stringent assumptions
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Cummins (REDUCE, TP: Rs400): Cautious on weak capex outlook, full valuations; elusive exports
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Other stock calls: Crompton (ADD, TP: Rs105), Voltas (BUY, TP: Rs100), Thermax (REDUCE TP: Rs540)
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