| (11/04/2013 to 17/04/2013) |
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| ECOSCOPE: Mar-13 WPI at 40-month low of 6%; Core inflation at 3.5%; expect 25bp cut in both Repo and CRR in May 3 policy |
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16 April 2013 |
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| METALS:
Steel | WSA cuts demand growth rates; stocks down 30-40% from 52-week
high; Buy NMDC; Sell Tata Steel, SAIL, JSP & JSW Steel |
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17 April 2013 |
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| METALS WEEKLY: Steel prices remain subdued; Iron ore up 4% WoW on Chinese restocking |
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16 April 2013 |
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| L&T: L&T-IDPL top’s NHAI’s CY13 pre-qualification list; Number of enlisted players halve, competitive intensity easing BUY |
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17 April 2013 |
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| Reliance 4QFY13:
EBIT below est; Higher other income/lower depr. brings PAT in-line;
meaningful earnings contribution from new capex from FY16/17 NEUTRAL |
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17 April 2013 |
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| DB CORP: Well-positioned despite moderate growth environment Strong sales and content strategy to help consolidate market leadership BUY |
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17 April 2013 |
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| JAYPEE INFRATECH: Gearing
to decline by 30% over the next 12-18 months; Limiting capex; focusing
on delivery at Noida and monetization at Parcel-3 BUY |
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17 April 2013 |
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| NESTLE INDIA: Annual Report Update | Lowest volume growth in a decade; highest FCF generation; Valuations rich amidst muted volume growth NEUTRAL |
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16 April 2013 |
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| INFOSYS 4QFY13: Disappoints; Weak revenue guidance and no earnings outlook amid citations of pricing pressure; Cutting estimates BUY |
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15 April 2013 |
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| SUN TV NETWORK: Top digitization pick; Digitization upside of ~INR160/sh; incorporating 50% into target price BUY |
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15 April 2013 |
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| BPCL: Entering into next investment phase; positive on sectoral reforms BUY |
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11 April 2013 |
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