In today’s briefing:
- Latent View Analytics Ltd: Client Scalability Is Key
- ONGC: Higher Realisation Drives Earnings
- Event Update: TCS Buyback: An Opportunity For Retail Investors
- Asia HY Trade Book – February 2022 – Lucror Analytics
- KNR Constructions: Decent Performance; Healthy Outlook
- Gulf Oil Lubricants India: High Raw Material Costs Impact Earnings
- Continuously outpacing domestic growth
Latent View Analytics Ltd: Client Scalability Is Key
- Latent View Analytics is the leading pure play data analytics services companies in India.
- It provides expertise on the entire value chain of data analytics from data and analytics consulting to business analytics and insights
- It engages to provide services to blue chip companies in technology, BFSI, CPG & retail, industrials and other industries
Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.
ONGC: Higher Realisation Drives Earnings
- Oil & Natural Gas Corporation (ONGC) is primarily engaged in exploration, development and production of crude oil and natural gas.
- ONGC’s crude oil production has been in the range of 54-63% of total domestic oil production in FY11-21
- Target Price and Valuation: We value ONGC at Rs 185 i.e. Rs ~164 for core oil & gas business and Rs ~21 for subsidiaries and other investments
Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.
Event Update: TCS Buyback: An Opportunity For Retail Investors
- TCS Buyback: An Opportunity For Retail Investors.
Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.
Asia HY Trade Book – February 2022 – Lucror Analytics
The Asia HY Trade Book for the month of February includes a summary of our recommendations, as well as our high-conviction ideas. The report also features relative-value charts and lists of the bonds in the Lucror Asia HY index.
KNR Constructions: Decent Performance; Healthy Outlook
- KNR Constructions is one of the leading companies in the roads and highways sector having executed 6,000+ lane km of projects across 12 states in India
- The company also has an established presence in irrigation and urban water infrastructure management.
- Target Price and Valuation: We value KNR at Rs 360/share
Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.
Gulf Oil Lubricants India: High Raw Material Costs Impact Earnings
- Gulf Oil Lubricants is one of the leading private companies in the domestic lubricants business
- The company reported volume growth at ~9% CAGR in FY16-21
- Target Price and Valuation: We roll over valuations to FY24E and value Gulf Oil Lubricants at Rs 565/ share i.e. 10x FY24E EPS
Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.
Continuously outpacing domestic growth
- JB Chemicals & Pharmaceuticals’ (JBCPL) Q3FY22 performance was better than our estimates on operational fronts.
- Excluding revenue deferred to Q3FY21 from Q2FY21, consolidated revenue grew 23% YoY to Rs6bn (I-Sec est: 5.8bn).
- EBITDA margin stood at 21.3%, higher than our estimate of 19.8%.
Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.
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