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Ultratech Cement (UTCEM IN)
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Analysis
Materials
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India
Ultra Tech Cement Ltd. produces a wide range of cement products. This Company represents the cement operations of Larsen & Toubro which were spun-off into a separate entity in which Grasim Industries holds a majority interest.
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bullish
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Thematic (Sector/Industry)
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21 Jul 2016 18:08
Raining Cats and Dogs - July 16
In our June newsletter, we had highlighted that uncertainty over Brexit vote and FOMC meet would induce stock market volatility, and the ensuing...
Ampersand Investment Advisors
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242 Views
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bearish
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Thematic (Sector/Industry)
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18 Jul 2016 01:23
Masala Bond Market: HDFC Makes a Start; Ride Unlikely to Be Smooth; INR Outlook to Guide This Market
HDFC has become the first Indian issuer to a masala bond after it raised Rs30bn (US$450m) by selling a 3-year one-month maturity rupee denominated...
Asia Advisors
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269 Views
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bullish
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Thematic (Sector/Industry)
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15 Jun 2016 18:11
Concrete Gains - Buy Cement, Hold on to NBFCs
We will soon hit the 1QFY17 results season in July and we expect earnings to hold ground in FY17 thus breaking the downward revision cycle. Our...
Ampersand Investment Advisors
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262 Views
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bullish
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Thematic (Sector/Industry)
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07 Jun 2016 20:06
India's Rising Business Hub: Telangana
India's 29th state Telangana, was formed out of the previously existing state of Andhra Pradesh on June 2nd, 2014. It came into being after decades...
Ishita Jain
280 Views
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bullish
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Thematic (Sector/Industry)
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25 May 2016 18:20
Ear to the Ground - May 2016
In our second newsletter, we highlight some of the key trends/observations from the host of meetings, calls and analyst meets we attended in the...
Ampersand Investment Advisors
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239 Views
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