Result Update:Ashok Leyland
We retain our Buy rating on the stock with TP of Rs 150 (Rs. 145 earlier) valuing the stock at 18x its FY23E EPS.
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HSIE Results Daily: Ashok Leyland, JSW Energy, Repco Home Finance
Repco Home Finance: REPCO's 4QFY21 earnings missed our estimates on account of higher-than-expected charge-offs and higher opex. Business growth...
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India Channel Insight | Chola, Shriram, Indusind - Borrower Health Update
In this Insight, we present our takeaways from interaction with transport operators, recovery agents and collection heads across Bihar, Utter...
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Overweight EM Vs. EAFE; Dollar Weakness Continues
Our favorite countries remain Taiwan (TAIEX) and India (SENSEX), while Brazil (Bovespa) and South Korea (KOSPI) display improving price and RS...
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EM Pullback Opportunity
Supporting our global bull market thesis, uptrends remain intact for the major global indexes (MSCI ACWI, ACWI ex-US, EAFE, and EM). At this point,...
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