November 3, 2014 -NiveshDaily (Monthly Auto Numbers, Economy Update, Divis Laboratories, DCB Bank, Dabur India, Meghmani Organics, Gujarat Pipavav Port, Greaves Cotton, Jindal Steel & Power, Coromandel International, GAIL (India), NTP) :: IndiaNivesh

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 Monthly Auto Numbers
TVS Motor Company Ltd.: Total sales increased by 22% YoY, maintain SELL; Hero MotoCorp
Ltd.: Total Sales down by 8% YoY, change our rating from BUY to HOLD; Maruti Suzuki India
Ltd.: Total sales decreased by 1% YoY, maintain SELL; Tata Motors: Sales continue to slid,
down 17% YoY, NOT RATED; M&M Ltd: Total sales down by 16% YoY, maintain HOLD; Eicher
Motors Ltd: M&HCV sales increased by 2% YoY, 2W sales jumped 48% YoY, maintain
NEUTRAL
 Economy Update
Apr-Sep’15 fiscal deficit at 83% of full-year target for FY15E
Core Sector growth increased to 1.9% y-o-y in September 2014
 First Cut Analysis
Divis Laboratories Ltd. | Q2FY15 First Cut Analysis | Higher sales growth drives earnings
for the quarter
DCB Bank (DCB)|Q2FY15 First Cut Analysis | Strong business growth continues but higher
than expected provision expenses leads to lower profitability
 Results Preview
Dabur India, Meghmani Organics
4-Nov-14 | Gujarat Pipavav Port, Greaves Cotton, Jindal Steel & Power
 Result Updates
Coromandel International Ltd.|Q2FY15 Result Update | Above expectation performance;
Good times ahead: TP revised upward to Rs.353 | Maintain HOLD
GAIL (India) Ltd. | Q2FY15 Result Update | Net profit was boosted by nil subsidy burden,
however operational performance was muted, change our rating from BUY to HOLD
NTPC Ltd. | Q2FY15 Result Update | Mixed set of performance
JSW Energy Ltd. | Q2FY15 Result Update | Below consensus
Mahindra & Mahindra Ltd. (M&M)|Q2FY15 Result Update | Subdued operational
performance
Godrej Consumer Products Ltd.|Q2FY15 Result Update | In-line with expectations
HSIL Ltd.|Q2FY15 Result/Concall Update | Mixed performance; Packaging products shines
but building products spoil the show; Maintain HOLD rating with revised target price of
Rs 380
 Global Markets - Outlook
 Result Today

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