Reco Date | Headline | Broker / Analyst | Action |
21 Oct 2019 | Indian Strategy |
Equirus Capital Private Limited
|
View
Indian Strategy
21 Oct 2019
Overview : The Indian market correction has been led by multiple factors: (1) Expectation of a reformist budget, (2) fatigue because of tepid earnings growth, and (3) continued NPA problems and failure of IBC in...
Full Report
|
10 Sep 2019 | RBL Bank |
Equirus Capital Private Limited
|
View
RBL Bank
10 Sep 2019
Overview : Post RBL Bank’s (RBK) guidance of a stressed corporate asset pool of Rs 10bn, the stock has tanked ~50% and there are concerns on the quantum of additional stress that can emerge. To delve further int...
Full Report
|
05 Sep 2019 | GTPL |
Equirus Capital Private Limited
|
View
GTPL
05 Sep 2019
Overview : GTPL Hathway (GTPL) is one of India’s leading cable TV and broadband service providers, and an associate company of R-Jio (post acquisition of Hathway by R-Jio). It is the largest Multiple System Oper...
Full Report
|
03 Sep 2019 | : Key Takeaways from Abrasives |
Equirus Capital Private Limited
|
View
: Key Takeaways from Abrasives
03 Sep 2019
Overview : CUMI dealers get a ~2% discount (~2.5% for coated as the company has increased focus here) for meeting targets (1% quarterly + 1% annually); another 1% is given only to Ratna dealers. GNO dealers get ...
Full Report
|
03 Sep 2019 | Indian Strategy |
Equirus Capital Private Limited
|
View
Indian Strategy
03 Sep 2019
Overview : While Nifty has corrected by c.9% from its Jun’19 peak, the decline in small and mid-cap indices has been sharper. However, relative valuations indicate that mid & small-cap underperformance is unlike...
Full Report
|
| | |
|