India report for Sep 8 :: Kotak Sec, PDF link

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Theme Report
Havells India: LEDs - set to change lighting industry in India


Company
Reliance Communications: AR analysis - perplexing standalone/consolidated
break-up; tower base declines

Sector
Cement: What is the appropriate EV/ton?
Consumer Products: Month in review - August 2014: sector outperforms
Infrastructure: Impetus to DFC strengthens; advantage Concor


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LINK
http://www.kotaksecurities.com/pdf/indiadaily/indiadaily08092014sl.pdf