Nomura: Top picks 2016

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Cement- 1QCY15: Earnings preview Weak earnings in a seasonally strong quarter :: Nomura research

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March-quarter earnings preview Global commodity price deflation holds down domestic corporate profitability :: Nomura research

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Anchor themes Our end-Dec 2015 Sensex target is 33,500. Sector-wise, our key Overweights this year are financials, autos, industrials and technology. Our key Underweights are consumer staples, pharmaceuticals, metals and telecoms. Our top five stock picks are AXSB, HCLT, MSIL, NBCC and UNBK.

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Indusind Bank -RBS book acquisition – EPS-accretive deal :: Nomura research

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Buy NTPC-Coal-fired PLF at 79%, PAF at 89% for FY15 :: Nomura research

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India: Industrial production surprises on the upside : Nomura

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Tata Consultancy Services:Growth outperformance to continue Toning down of expectations post 3Q, growth and valuation comfort provide a favourable backdrop: Nomura Research

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Infosys:Expectations running high Directionally on the right path, though revenue growth revival likely to be gradual: Nomura Research

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Tech Mahindra: Weak near term largely priced in Retain faith on medium-term revenue/EPS growth and reasonable valuations: Nomura Research

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HCL Technologies: Remains our top pick High degree of growth comfort and attractive valuations; Buy: Nomura Research

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Wipro: Growth lag with peers to continue Valuation upsides limited as growth differentials unlikely to narrow: Nomura Research

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India IT services :4QFY15F preview: Nomura Research

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JSW Energy :Poised to scale up, but a tad overvalued: Nomura Research

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Coal India :Clearing ambiguity on e-auction volume cap: Nomura Research

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Dr Reddy's Laboratories :Acquires select UCB India portfolio: Nomura Research

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India autos: Mar-15 volumes :Largely on expected lines: Nomura Research

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Monetary policy: To speed up base rate cuts :: Nomura Research

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India Internet :4QFY15F preview: Nomura Research

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Tata Motors :JLR US retail sales up 36% y-y: Nomura Research

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Suzlon Energy :Wind with chance of sun; initiate w/Buy Strategic corporate moves fuel turnaround story: Nomura Research

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