|
Feb 10, 2012
|
|
15:44
|
| Palm Oil Update – February 2012: ‘Stocks strongly berthed above 2mn tons as imports leap’ |
| India Infoline Research Team/15:44,Feb 10,2012 |
| From the market perspective, the report might generate a decent dose of weakness and restrain the prices from striding higher. |
|
|
|
|
12:45
|
| Ambuja Cements (Q4 CY11) |
| India Infoline Research Team/12:45,Feb 10,2012 |
| Revenues grew by 29%, above our estimate on account of higher realizations |
|
|
|
|
12:27
|
| ACC (Q4 CY11) |
| India Infoline Research Team/12:27,Feb 10,2012 |
| Revenue growth of 22% yoy exceeds estimate primarily driven by higher realization; volumes in-line with expectation |
|
|
|
|
12:12
|
| Tata Steel (Q3 FY12) |
| India Infoline Research Team/12:12,Feb 10,2012 |
| Consolidated Q3 FY12 revenue increased 13.8% yoy to Rs331bn higher than our estimate of Rs327bn; led by higher realisations in standalone operations and higher volumes in Europe |
|
|
|
|
12:01
|
| Hindalco Industries (Q3 FY12) |
| India Infoline Research Team/12:01,Feb 10,2012 |
| Q3 FY12 standalone revenue of Rs66.5bn was higher than our estimate of Rs62.7bn due to higher contribution from copper |
|
|
|
|
11:55
|
| Allahabad Bank – Call Closure |
| India Infoline Research Team/11:55,Feb 10,2012 |
| The stock price surpassed this target during the late hours of today’s trading session. |
|
|
Feb 09, 2012
|
|
12:07
|
| Tech Mahindra (Q3 FY12) |
| India Infoline Research Team/12:07,Feb 09,2012 |
| Tech Mahindra posted lower than expected dollar revenues with a de-growth of 2.5% qoq against expectation of flat revenues. |
|
|
|
|
10:38
|
| Bharti Airtel (Q3 FY12) |
| India Infoline Research Team/10:38,Feb 09,2012 |
| Q3 PAT misses forecast by wide margin on India & S Asia margin decline, higher Africa depreciation & increased tax rate |
|
|
|
|
10:30
|
| ONGC (Q3 FY12) |
| India Infoline Research Team/10:30,Feb 09,2012 |
| Net sales decline 11% yoy driven by sharp fall in net crude oil realizations, partially offset by higher gas and VAP realizations |
|
|
Feb 08, 2012
|
|
16:28
|
| United Breweries (Q3 FY12) |
| India Infoline Research Team/16:28,Feb 08,2012 |
| UB reported a ~58% yoy rise in revenues but growth not comparable yoy as Q3 FY12 revenues include results of several merged entities notably Millenium Alcobev, Empee Breweries and Chennai Breweries; for 9M FY12, UBL posted 6% vol growth vs industry growth of 1.5% |
|
|
Feb 07, 2012
|
|
17:26
|
| GlaxoSmithkline Consumer Healthcare (Q4 CY11) |
| India Infoline Research Team/17:26,Feb 07,2012 |
| GSK Consumer recorded 18.6% yoy growth during Q4 CY11 at Rs6bn (marginally below our expectation of Rs6.3bn) driven by ~12% volume growth. Domestic volume growth remained strong at 9.3% yoy while exports grew by 42% yoy. |
|
|
|
|
16:41
|
| NALCO (Q3 FY12) |
| India Infoline Research Team/16:41,Feb 07,2012 |
| Q3 FY12 topline of Rs14.5bn was lower by 10.2% qoq and flat on a yoy basis. |
|
|
|
|
16:31
|
| Hindustan Unilever (Q3 FY12) |
| India Infoline Research Team/16:31,Feb 07,2012 |
| Q3 revenues matched our expectations by recording a rise of 16% yoy at Rs58.5bn driven by strong ~18% yoy growth in HPC segment. |
|
|
Feb 06, 2012
|
|
17:30
|
| Marico (Q3 FY12) |
| India Infoline Research Team/17:30,Feb 06,2012 |
| Marico recorded strong 29.4% yoy growth in consolidated revenues at Rs10.6bn during Q3 FY12 fuelled by strong underlying volume growth of ~20% |
|
|
|
|
12:35
|
| Dr Reddy’s (Q3 FY12) |
| India Infoline Research Team/12:35,Feb 06,2012 |
| Dr Reddy’s (Q3 FY12) |
|
|
|
|
12:30
|
| EIH Ltd (Q3 FY12) |
| India Infoline Research Team/12:30,Feb 06,2012 |
| EIH Ltd (Q3 FY12) |
|
|
|
|
08:56
|
| Dr Reddy’s (Q3 FY12) |
| India Infoline Research Team/08:56,Feb 06,2012 |
| Q3 Revenues up by 46% yoy and 22% qoq at Rs27.7bn; better than our expectations of Rs24bn |
|
|
Feb 02, 2012
|
|
16:07
|
| Mahindra Satyam (Q3 FY12) |
| India Infoline Research Team/16:07,Feb 02,2012 |
| Mahindra Satyam (Q3 FY12) |
|
|
|
|
16:04
|
| Bajaj Auto - January 2012 Volume update |
| India Infoline Research Team/16:04,Feb 02,2012 |
| Bajaj Auto - January 2012 Volume update
|
|
|
|
|
16:01
|
| Havells India (Q3 FY12) |
| India Infoline Research Team/16:01,Feb 02,2012 |
| Havells India (Q3 FY12) |
|