05 November 2014
Investor Categorywise Turnover -- 05 Nov 14
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Waiting for margins to stabilise… • KEC :: ICICI Securities, PDF link
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ICICI Securities,
KEC International
Gujarat Pipavav Port SELL -- HDFC Sec
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Gujarat Pipavav,
HDFC Sec
Technical Stock Pick - Automotive Axles :: HDFC Sec
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Automotive Axles,
HDFC Sec
Strong set of numbers for Q2FY15 -- Gateway Distriparks :: Kotak Securities
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Gateway Distriparks,
Kotak Sec
Gateway Distriparks - Volumes Rebound Along With Margin Improvement; Result Update Q2FY15 :: Edelweiss, link
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Edelweiss,
Gateway Distriparks
Godrej Consumer - Domestic Disappoints; Margins to Perk up Further; Result Update Q2FY15 :: Edelweiss, link
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Edelweiss,
Godrej Consumer
Cholamandalam Investment -Tailwinds Ahead; Result Update Q2FY15 :: Edelweiss, link
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Cholamandalam,
Edelweiss
Credit growth robust, tax pinch creeping in • DCB :: ICICI Securities, PDF link
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DCB,
ICICI Securities
Bank of India - Operationally stabilising; NPAs to be watched • :: ICICI Securities, PDF link
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Bank of India,
ICICI Securities
Volume headwind across segments • ITC :: ICICI Securities, PDF link
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ICICI Securities,
ITC
Takes continuous ATP hikes… • PVR :: ICICI Securities, PDF link
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ICICI Securities,
PVR
Strong performance continues… • Apcotex Industries (AIL) :: ICICI Securities, PDF link
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Apcotex Industries,
ICICI Securities
One of the most efficient players in cement midcap space-- JK Lakshmi Cement :: ICICI Securities, PDF link
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ICICI Securities,
JK Cement
Sales volume misses estimate… • NMDC :: ICICI Securities, PDF link
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ICICI Securities,
NMDC
Beats estimates on nil subsidy payment… • Gail :: ICICI Securities, PDF link
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GAIL,
ICICI Securities
In-line performance; cost pressure to stay… • ACC :: ICICI Securities, PDF link
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ACC,
ICICI Securities
Launches to be major trigger for growth!!! • Mahindra & Mahindra (M&M) :: ICICI Securities, PDF link
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ICICI Securities,
M and M
NTPC- Mine cancellation – short-term overhang :: ICICI Securities, PDF link
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ICICI Securities,
NTPC
NHPC- Unclear Subanshri issue to act as overhang… :: ICICI Securities, PDF link
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ICICI Securities,
NHPC
Higher realisation leads margin expansion… • Ambuja :: ICICI Securities, PDF link
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Ambuja Cements,
ICICI Securities
Operationally in line, PAT higher due to exceptions • Airtel :: ICICI Securities, PDF link
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Bharti Airtel,
ICICI Securities
Multiples untenable given moderating growth, margin • eClerx :: ICICI Securities, PDF link
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eClerx,
ICICI Securities
Glenmark, Ex-US growth saves the day… • :: ICICI Securities, PDF link
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Glenmark,
ICICI Securities
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