BBSP - Equity Asia Weekly Research
THE MAIN IDEA (Relative Value Approach in USD Terms)Long-Term Allocation (Strategic view) Relative Value vs MXAP in USD terms NIKKEI/MXAP:...
206 Views
Larsen & Toubro: Can Election Year Spoil the Party? For the Order Inflow, No. For the Stock, Yes.
Larsen & Toubro Ltd (LT IN) has seen increased business activityThe last few months have been good for Larsen & Toubro Ltd (LT IN) as the...
136 Views
Larsen & Toubro: Order Inflow Has Been Great but Is the Company Compromising on Profitability?
The first half was a disaster for Larsen & Toubro Ltd (LT IN) in terms of order inflows but over last four to five months, new business...
156 Views
BHEL: Is the Company's Virtual Monopoly in PSU Projects Under Threat?
Bharat Heavy Electricals (BHEL IN) has lost an important Govt project in Tamil NaduLast week, Reliance Infrastructure Ltd (RELI IN) won a Rs36.5...
270 Views
EM Equity Strategy: Indonesia Perking Up; Overweight BRIC, Tech, and Health Care
Highlighted themes and actionable charts: Reiterating BRIC overweight. This country grouping continues to outperform broad EM, and we believe BRIC...
468 Views