Corporate tax rate cut – key trigger for economic revival
Spruces earnings by 8-14% | DTA impact in FY20 for select banks
* The government’s decision t..
The cycle is testing 0.5x P/B across the sector
As in past cycles, ferrous, non-ferrous stocks alike have started testing the 0.5x 1 year forward P/B as commodity cycl..
Commercial Real Estate: Pillar of strength
The Indian Commercial Real Estate (CRE) office market has seen strong leasing momentum in H1CY19 (Jan-June 2019) with 21msf ..
Mega consolidation announced, but near term challenges remain
Government infuses INR550b in 10 PSBs
* The Finance Minister has announced mega merger of six public..
Delhi NCR: Some green shoots in 2Ws/PVs
Expect limited pre-buy across segments
We conducted extensive checks with our channel partners (PV/2W/CV) in the Delhi NCR r..
BFS: Weakness in vendor traction & client budgets not broad-based yet!
What are service providers saying?
* IT vendors’ commentary on the BFSI vertical i..
Weak macro may outweigh execution going ahead
Q1FY20 turned out to be weak quarter for Indian IT services. Tier-I IT pack delivered CC revenue growth of -1%-4.2% QoQ &..
Recent spike in SG GRM – an illusion for Indian refiners
* SG GRM has shot up to USD10-11/bbl over the past few days from USD3.5/bbl in 1QFY20, mainly on accoun..
Corporate tax cut – structural benefits for some industry players
Reiterating HUVR, TTAN as top picks, also adding BRIT, CLGT
Post the Indian government&rsqu..
Private players’ individual WRP grows 22% YoY in Jul’19
Individual WRP market share for private players expands ~240bp YoY to 59.2%
Indian IT: first among equals
Indian IT has achieved early success in transitioning its business model (pivot to digital), evident in its growth leadership vs. global ..
GRM surge on US & Saudi throughput cuts may sustain until Oct’19
Key recent developments/data points in the oil & gas sector:
* After recent attacks,..
Accelya Solutions In Q4 net profit up 32.35% at Rs 24.71 cr
US dollar rises after Fed policy meeting
Rupee rises by 12 paise to Rs 69.05 against dollar
BSNL to offer more data, validity under select prepaid plans
Infosys signs agreement with U.S. IRS; sees lower tax rate
India eases rules for entry into fuel retail sector: Prakash Javadekar
Stock Market Prediction 24 October 2019
Gold, Silver, Crude Oil, Copper, Nickel, Zinc Commodity Report of 23 October 2019 By Geojit Financial
BREAKING NEWS - We are looking at merging MTNL with BSNL - Cabinet
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