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Company
IndusInd Bank: On a comfortable path
` Comfort in the business in this leg of the cycle; concern about management
continuity eases
` Strong outperformance unlikely as valuation is at the upper end, factoring
recovery
` NII growth likely to recover as retail makes a strong comeback to the loan
composition
Sector
Technology: First impressions of Cognizant's acquisition of TriZetto
` Trizetto's software/IP revenues are differentiating factors
` Acquisition price is not cheap
` Long standing relationship with TriZetto reduces integration risks
` Read-through - products/IP acquisitions in 'hot' areas do not come cheap
Economy
Economy: GST - gathering momentum
` Consensus emerging on broad contours of GST
` Differences - compensation for revenue loss; inclusion of commodities
` The Centre needs to ready a compensation plan at the earliest
` What remains - clarity on GST IT network, GST council and amendment bill
timeline
Economy: Inflation continues to soften
` WPI eases across the board
` Soft crude supports fuel inflation
` Core inflation benign
` Trade balance improves but export growth disappoints
` An extended pause on monetary policy front is our base case
�� India Equity Research Reports, IPO and Stock News Visit http://indiaer.blogspot.com/ for complete details ��
��
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Company
IndusInd Bank: On a comfortable path
` Comfort in the business in this leg of the cycle; concern about management
continuity eases
` Strong outperformance unlikely as valuation is at the upper end, factoring
recovery
` NII growth likely to recover as retail makes a strong comeback to the loan
composition
Sector
Technology: First impressions of Cognizant's acquisition of TriZetto
` Trizetto's software/IP revenues are differentiating factors
` Acquisition price is not cheap
` Long standing relationship with TriZetto reduces integration risks
` Read-through - products/IP acquisitions in 'hot' areas do not come cheap
Economy
Economy: GST - gathering momentum
` Consensus emerging on broad contours of GST
` Differences - compensation for revenue loss; inclusion of commodities
` The Centre needs to ready a compensation plan at the earliest
` What remains - clarity on GST IT network, GST council and amendment bill
timeline
Economy: Inflation continues to soften
` WPI eases across the board
` Soft crude supports fuel inflation
` Core inflation benign
` Trade balance improves but export growth disappoints
` An extended pause on monetary policy front is our base case
�� India Equity Research Reports, IPO and Stock News Visit http://indiaer.blogspot.com/ for complete details ��
��
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