External broker reports(aggregated public sources), Emkay Global Financial Services Limited

Emkay

Emkay Global Financial Services Ltd. is a leader in the financial services sector, actively creating wealth for our clients for over two decades.

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External broker reports(aggregated public sources)

Emkay Global Financial Services Limited

Emkay Global Financial Services Ltd. is a leader in the financial services sector, actively creating wealth for our clients for over two decades. 

Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

Equity Bottom-Up

InterGlobe Aviation Ltd / Equity Bottom-Up

<ul><li>Emkay Global Financial's research report onInterGlobe Aviation The stock, despite its recent strong runup, still has legs, given that competitors Air India/Akasa’s order books have higher exposure to Boeing (737 Max, facing safety issues) which implies risk to their near-term capacity adds.</li><li>Indigo, backed by a steady stream of Airbus deliveries, can gain mkt share &amp; improve yields.</li><li>New airports in Noida (NCR) / Navi Mumbai should boost passenger traffic in 1-2 years.</li></ul><p><em>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.</em></p>

Emkay Global Financial's research report onInterGlobe Aviation The stock, despite its recent strong runup, still has legs, given that competitors Air India/Akasa’s order books have higher exposure to Boeing (737 Max, facing safety issues) which implies risk to their near-term capacity adds.Indigo, backed by a steady stream of Airbus deliveries, can gain mkt share &amp; improve yields.New airports in Noida (NCR) / Navi Mumbai should boost passenger traffic in 1-2 years.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.

InterGlobe Aviation - Exposure Solely to Airbus Props Capacity