Multiple Kotak Reports PDF link:: Bajaj Auto, Bajaj Finserv, Mindtree, Ultratech, Tata Steel, Apollo Types, Prestige Estates, Telecom, Economy

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Strategy
Strategy: Some headwinds, some tailwinds
Strategy: FII activity into the EM region takes a breather in September


Results
Bajaj Auto: Operationally better results
Bajaj Finserv: High growth at Bajaj Finance, other businesses stable
Mindtree: 2HFY15: A soft chapter in a strong story
Company alerts
UltraTech Cement: The global Indian
Tata Steel: Europe longs division sale may add Rs30 to fair value
Apollo Tyres: Upgrading earnings; retain BUY
Prestige Estates Projects: Operations update - another quarter of strong sales

Sector alerts
Telecom: Telecom: Spectrum chronicles: TRAI recommendations progressive;
positive if accepted

Economy alerts
Economy: Disinflationary trends continue

LINK
http://www.kotaksecurities.com/pdf/indiadaily/indiadaily16102014tp.pdf