HSIE Results Daily: Godrej Consumers, Cipla, GAIL, Gujarat Gas, Hindustan Petroleum Corporation,...
Aditya Birla Capital: As outlined in our Initiation note, Aditya Birla Capital (ABCL) continues on its journey towards a credible makeover, driving...
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Above our estimate; a strong showing in Tractors, but the cycle is turning
Operating performance in 1QFY22 was driven by strong growth in the Tractor business (benefitting from the mix). The demand outlook is turning...
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ESCORTS: We Recommend BUY with TP of Rs. 1,350/Share.
We recommend BUY with TP of Rs. 1,350/share.
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Escorts: Promoter Shareholding Disclosure and Royalty Payments
A deep-dive into the annual reports and financial accounts of Escorts leads us to perplexing shareholding pattern disclosures and certain...
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Remain Overweight EM Relative To EAFE
The MSCI EM index (local currency) remains in an uptrend and is testing all-time highs set in January 2018 near 65,800; as long as the index is...
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