Kotak: DLF upgrade to Buy, Sobha Developers, Metals & Mining and Industrial reports

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Change in Reco
DLF: Building India, rebuilding itself. Upgrade to BUY

Company alerts
Sobha Developers: Operations update - sequential improvement; guidance
achievement tough

Sector alerts
Industrials: T&D: PGCIL sustains quarterly run-rate; select SEBs start ordering
Metals & Mining: 2QFY15E preview: a strong quarter for non-ferrous, weak
for steel

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LINK
http://www.kotaksecurities.com/pdf/indiadaily/indiadaily08102014mj.pdf