Mutual Funds Commodities Research IPO Union Budget Our Team Contact Us Follow @equitybulls

Web www.equitybulls.com Research Gladiator Stocks - Minda Industries - ICICI Direct Reliance Industries - Company Update - In fine fettle amidst global uncertainty - BUY Sector Update - Sugar - ICICI Direct Initiating Coverage - Hindustan Aeronautics Ltd - ICICI Direct Rallis India - Company Update - Margin pressure likely to persist in near term..!! - Upgrade to 'BUY' Indoco Remedies - Q4FY22 Result Update - In-line quarter; strong revenue guidance for US & EU mkt - Upgrade to 'BUY' Indraprastha Gas - Q4FY22 Result Update - Impressive performance - BUY KEC International - Annual Report Analysis - Healthy outlook across business segment - Accumulate Westlife Development - Q4FY22 Result Update - Approaching the tipping point; Buy for LT Gains Reliance Research downgrades Bajaj Auto to Sell NOCIL - Q4FY22 Result Update - Strong operating performance amidst challenges - BUY Gujarat Gas - Company Update - Deftly negotiating through tough times - BUY Orient Electric - Gaining market share via innovation: initiate with ADD - ICICI Securities Manappuram Finance - Q4FY22 Result Update - Intense Competition Put Pressure on Yields - BUY Derivatives Weekly View - June 24, 2022 - ICICI Direct Stock Tales - Newgen Software - ICICI Direct Weekly Report - June 25, 2022 - Mr. Mitul Shah - Head of Research at Reliance securities Gladiator Stocks - Bosch - ICICI Direct Management Meet Update - Sheela Foam - ICICI Direct Gladiator Stocks - Mahindra & Mahindra - ICICI Direct Banks - Modifications to PPI and its impact on cards - Negligible impact, if any, for stocks under coverage LIC Housing Finance - Q4FY22 Result Update - Fixed rate liabilities could cushion NIM - BUY Navneet Education - Q4FY22 Result Update - Growth levers in place - BUY MPC Minutes: Jun-22: All eyes on inflation - Acuité Ratings Nazara Technologies - Management Meet Update - Breaking through the ESports landscape - BUY Sector update - Quick Service Restaurants - YES Securities JK Lakshmi Cement - Q4FY22 Result Update - Strong performance; Valuations drive upgrade - Accumulate Would it be wise to invest in a home early in your career? Dr. Reddy's Laboratories - Analyst Meet Update - Multiple growth initiatives - BUY Dhanuka Agritech - Management Meet Update - 1Q likely to be subdued; all hopes pinned on the monsoons - BUY BUY Ipca Laboratories - Q4FY22 Result Update - Weak exports; gradual recovery Acuité expects India's current account deficit to widen to more than USD 90 bn in FY23 - Acuité Macro Pulse Inflationary concerns will continue to weigh on the pace of economic revival in FY23 - Acuité Macroeconomic Performance index City Union Bank - Q4FY22 Result Update - Asset quality on the mend - BUY Banks - BNPL - Early results are not that exciting as yet - Kotak Acuité expects FY23 GDP growth estimate at 7.5% - Acuité Macro Pulse - Growth - May-22 Edition Base factor pushes up IIP in Apr-22 to an 8-month high - Acuité Ratings India Strategy & Q4FY22 Review - Long term growth prospects to overshadow near term uncertainties India Equity Strategy - Quarterly flipbook: Q4FY22-Cost inflation driving downgrades FMCG - D2C is here to stay; omni-channel the way forward - HDFC Securities Automobile Sector - Monthly Quick View - May'22 - Steady Performance Improvement, backed by Gradual Rural Recovery BFSI - New normal rate cycle; brace for transmission effects - HDFC Securities SBI Cards and Payment Services - BUY - TP Rs. 1260 - YES SECURITIES RBI frontloads rate hike amid increased inflationary headwinds - Acuité Ratings Monetary Policy June 2022 - Axis MF Views RBI Monetary Policy View - Mr. Dhiraj Relli, MD & CEO, HDFC Securities Monetary Policy - entering the red zone - Anuj Puri, ANAROCK Mr. Murali Ramakrishnan, MD &CEO, South Indian Bank on RBI Monetary Policy Comments on RBI's MPC Policy Jun'22 - Acuité Ratings Views on RBI Monetary Policy - June 2022 Bayer Cropscience - Q4FY22 Result Update - Healthy all round performance - BUY Demand - still uncertain in PVs, improving in 2Ws and robust in CV - Acuité Ratings Aarti Industries - Q4FY22 Result Update - Healthy Q4; eyes on capacity ramp-up - Accumulate Krishna Institute of Medical Sciences - Management Meet Update - Stepping up - BUY Oil India - Analyst Meet Update - On a strong footing - BUY PMI print indicates ongoing recovery despite inflation threat - Acuité Ratings Strategy: Stabilising commodity prices and bond yields are setting a floor for equity valuations; Q1FY23 growth trends robust Q4FY22 Results Review - YES SECURITIES Automobile Sales Volume for May 2022 - Reliance Securities HDFC Bank - Analyst Meet Update - Immense opportunities, execution remains key IPO Review - Ethos Ltd - ICICI Direct Rising inflation and external shocks may lead to slowdown in growth - Economy Observer - Dun & Bradstreet Mr. Dhiraj Relli, MD & CEO, HDFC Securities on RBI's rate hike RBI hikes repo rate - Views of Acuite Ratings Shoppers Stop - Execution needs to improve to sustain re-rating - ICICI Securities Supreme Industries - Demand outlook improving - ICICI Securities Mphasis - Inline operating performance with broadly stable margin - YES Securities SBI Cards and Payment Services - Business indicators improving led by credit cost normalisation - ICICI Securities Sonata Software - Supply-side headwinds impacting growth - ICICI Securities Q4FY22 Result Update - Wipro Ltd - ICICI Direct Colgate Palmolive India - Surprise potential and low expectations (also valuation) make the odds in favour; ADD - ICICI Securities YES Bank - Core performance points to stabilisation; incremental trigger of stress pool sale - ICICI Securities Indiamart - Robust growth in the number of paid customers and Collections - YES Securities IDFC FIRST Bank - Positives: Superior NIMs, modest credit cost; cost efficiency key to further drive up RoAs - ICICI Securities UltraTech Cement - Cost escalations getting passed on QoQ - ICICI Securities Q4FY22 Result Update - IndusInd Bank - ICICI Direct Central Depository Services - High base is a challenge, but fundamentally enjoys several tailwinds - ICICI Securities Mphasis - Good print - ICICI Securities Supreme Industries - 4QFY22 Result Update - Inflationary Pressure Impacts Profitability Biocon Limited - Generics & research grow; biosimilar stagnates - ICICI Securities Q4FY22 Result Update - Shoppers Stop - ICICI Direct IndusInd Bank - Earnings characterised by revival of growth in focused segments and final leg of stress provisioning - ICICI Securities Core sector growth slows to 4.3% in Mar-22 - Acuité Ratings Solara Active Pharma Sciences - Recovering business provides respite - ICICI Securities Q4FY22 Result Update - 5paisa Capital - ICICI Direct Wipro - Mixed operating performance in the quarter - YES Securities Q4FY22 Result Update - Maruti Suzuki - ICICI Direct Sterlite Technologies - Mixed operating performance in the quarter - YES Securities Company Update - Persistent Systems - ICICI Direct Wipro - Choosing riskier path for growth - ICICI Securities Q4FY22 Result Update – Supreme Industries - ICICI Direct Indusind Bank Ltd - Microfinance and vehicle loans continue to cause asset quality niggles - YES Securities PNB Housing Finance - Weak earnings; business transition lags expectations - ICICI Securities Ultratech Cement - Q4FY22 Result Update - Cost pressures to keep margins under check Q4FY22 Result Update – IIFL Securities - ICICI Direct SBI Cards and Payment Services - Strong performance despite further decline in Revolvers share - YES Securities Maruti Suzuki India - On track to gradual recovery in profitability - ICICI Securities Mphasis - 4QFY22 Result Update - Recent Correction Leads to Attractive Valuation Q4FY22 Result Update – Laurus Labs - ICICI Direct UltraTech Cement - In-line Performance; Volume led beat - YES Securities Embassy Office Parks REIT - Rebound on the cards - ICICI Securities Wipro - 4QFY22 Result Update - Broad based Growth; Outlook Remains Positive Q4FY22 Result Update – Biocon Ltd - ICICI Direct Auto Sector - Monthly Volume Round-up - Apr'22 - Steady Performance Improvement but at a Low Pace Britannia Industries - 4QFY22 First Cut - Mid-Single digit volume growth, margins better than estimates Reliance Securities - Views - Astral to acquire 51% stake in Gem Paints Sonata Software - Q4FY22 Result Update - Supply side pressures impacting growth and margins in IITS - Downgrade to 'Accumulate' Maruti Suzuki - 4QFY22 Result Update - Strong Product Pipeline and Healthy Order book Wipro - Q4FY22 Result Update - Weak revenue and margin guidance - BUY Ambuja Cements - 1QCY22 Result Update - Realization Falters, but Volume and EBITDA Beat Mphasis - Q4FY22 Result Update - Impressive large deal wins - BUY Varun Beverages - 1QCY22 Result Update - Strong Growth ahead; Re-rating to Continue Fertilisers - Event Update - Upward revision in NBS rates comes as a breather for the industry Life Insurance Corporation of India - IPO - India's Insurance Behemoth; Attractive Valuation Gladiator Stocks - Coromandel International - ICICI Direct Bajaj Auto - Q4FY22 Result Update - Deferral of RM cost to impact margins in 1HFY23 - Accumulate Q4FY22 Result Update - Axis Bank - ICICI Direct UltraTech Cement - Q4FY22 First Cut - ICICI Direct Q4FY22 Result Update - SBI Life Insurance - ICICI Direct Persistent Systems - Moving in the right direction... - ICICI Securities Q1CY22 Result Update - Varun Beverages - ICICI Direct Ambuja Cement - Cost controls lift margin QoQ - HDFC Securities Q4FY22 Result Update - Syngene International - ICICI Direct Wipro - 4QFY22 Result First Cut - Reliance Securities Gokaldas Exports - Q4FY22 First Cut - ICICI Direct Shriram Transport Finance - Q4FY22 Result Update - Strong set of earnings - BUY Maruti Suzuki - Q4FY22 First Cut - ICICI Direct Axis Bank - Elevated cost-to-assets to delay convergence with peers - HDFC Securities Company Update - Mahindra Lifespace Developers - ICICI Direct Ambuja Cements - Improved margins over sequential cost decline - YES Securities Q4FY22 Result Update - KPR Mill - ICICI Direct Varun Beverages - Strong volume growth along with margin improved; steep valuations - ICICI Securities Bajaj Auto - Input cost pressure to be visible from Q1 - HDFC Securities Axis Bank - Asset quality trends encouraging; NIM expansion key to drive RoEs further up - ICICI Securities Varun Beverages - Solid quarter and outlook pushes up estimates for the year; maintain ADD - YES Securities Company Update - Gateway Distriparks - ICICI Direct Persistent Systems - Growth leadership and momentum continues - HDFC Securities Bajaj Auto - Multiple favourable levers drive margin surprise - ICICI Securities Ambuja Cement - Q1CY22 Result Update - Beat on estimates; Clarity on Holcim's exit holds the key - Downgrade to 'HOLD' Q4FY22 Result Update - Indian Energy Exchange - ICICI Direct Axis Bank Ltd - A better quarter than might seem optically - YES Securities Mahindra Lifespaces - Outperformance continues - HDFC Securities HDFC Life Insurance Company - Steady quarter; margin outlook constructive - ICICI Securities Biocon - Q4FY22 First Cut - ICICI Direct Bajaj Auto Ltd - Outlook - Exports steady, domestic mixed - YES Securities Axis Bank - Q4FY22 Result Update - Mixed quarter; NIM the key monitorable - BUY Mahindra Lifespace Developers - Well poised for growth - ICICI Securities SBI Life Insurance - Product design changes drive margin miss - HDFC Securities Ambuja Cement - Q1CY22 First Cut - ICICI Direct SBI Life Insurance - Sluggish sequential growth and flattish margin YoY both transient phenomena - YES Securities Bajaj Auto - 4QFY22 Result Update - Strong Exports and Favourable Currency to Drive Performance - Reliance Securities Persistent Systems - Q4FY22 Result Update - Consistent strong performance - BUY IPO Review - Life Insurance Corporation of India - ICICI Direct Q4FY22 Result Update - Trent Ltd - ICICI Direct Q4FY22 Result Update - Indian Hotels - ICICI Direct Varun Beverage Ltd - 1QCY22 Result First Cut - Stellar performance Q4FY22 Result Update - HDFC AMC - ICICI Direct Q4FY22 Result Update - Mahindra Logistics - ICICI Direct Profitability of general insurance sector to improve in FY2023 - ICRA Varun Beverages - Q1CY22 First Cut - ICICI Direct Consumer Durables - Channel Check Update - Summer bring cheers, rural demand weak Bajaj Finserv - Q4FY22 First Cut - ICICI Direct Q4FY22 Result Update - Nippon Life India AMC - ICICI Direct Fertilisers - Event Update - Upward revision in NBS rates comes as a breather for the industry SBI Life Insurance - Q4FY22 First Cut - ICICI Direct Q4FY22 Result Update - Bajaj Auto - ICICI Direct Q4FY22 Result Update - Hindustan Unilever - ICICI Direct Bajaj Auto - 4QFY22 - Result First Cut - Reliance Securities Hindustan Unilever - Q4FY22 Result Update - Expect back ended returns amidst Volume and cost pressures - BUY Bajaj Auto - Q4FY22 First Cut - ICICI Direct Company Update - Swaraj Engines - ICICI Direct Mahindra Logistics - Profit margins recover in Q4FY22 - ICICI Securities Company Update - Mahindra CIE - ICICI Direct Gateway Distriparks - Gains market share in EXIM rail container volumes - ICICI Securities United Breweries - Q4FY22 First Cut - ICICI Direct Sanofi India - Curtailed expenses lift margins - ICICI Securities Q4FY22 Result Update - Bajaj Finance - ICICI Direct Q4FY22 Result Update - VST Industries - ICICI Direct IPO Review - Rainbow Children's Medicare Ltd - ICICI Direct Bajaj Finance - Q4FY22 Result Update - Business Momentum Intact, Strong Quarter Gladiator Stocks - Bandhan Bank - ICICI Direct HDFC Life Insurance - Q4FY22 First Cut - ICICI Direct Company Update - NTPC Ltd - ICICI Direct Mahindra CIE Automotive - Strong performance amidst multiple headwinds - ICICI Securities Gladiator Stocks - Jamna Auto - ICICI Direct Rainbow Children's Medicare - IPO - Specialized Medical Services with Hub and Spoke Model Campus Activewear - IPO - Strong Business Model, but Valuation is Stretched Consumer - Event Update - Indonesia palmoil export ban can exacerbate margin concerns Rallis India - Q4FY22 Result Update - RM cost headwinds being the spoilsport - HOLD HCL Technologies - 4QFY22 Result Update - Strong Revenue Growth Guidance; Attractive Valuation HDFC Securities Institutional Research Desk: Angel One - Rising and shining; maintain BUY Company Update - Mastek Ltd - ICICI Direct Company Update - Minda Corporation - ICICI Direct Q4 Results Review Report - April 22, 2022 - HDFC Securities Q4FY22 Result Update - ICICI Lombard General Insurance - ICICI Direct Cyient - Q4FY22 Result Update - Strong operating margin performance - BUY Weekly Market Outlook - Technical - April 22, 2022 - ICICI Direct L&T Technology Services - Unfavourable risk-reward, expensive valuations - ICICI Securities Q4FY22 Result Update - Nestle India - ICICI Direct Tata Elxsi - Premium performance < Super premium valuations - ICICI Securities Website Created & Maintained by : Chennai Scripts West Mambalam, Chennai - 600 033, Tamil Nadu, India disclaimer copyright © 2005 - 2020