Category: Daily Analysis
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Telecom: Auctions speak louder than words
The Indian Telecom sector these days is going through a couple of nerve racking events that I will call as ‘growing up pains’. News Updates 15thNov 2012: the Telecom 2G spectrum auctions closed, with 57% of spectrum unsold due to high minimum bid prices, poor industry conditions and availability of spectrum with the older players.…
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Yes Bank: The Brave Warrior of Indian Banks
_____________________________________________________________ This report has been refreshed, read the latest April 2014 report Yes Bank – A Rediscovery Date: September 12, 2012 CMP: Rs 333 Its a Large Cap with Mkt Cap Rs 11,833 cr …
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Hindalco – a Freshly Wrapped Opportunity
Date: June 12, 2012 CMP: 121 Mkt Cap: 23,300 crore P/E: 8.44 times Hindalco has built a substantial integrated global business in Aluminium and Copper. Consolidated Revenues, EBITDA and PAT have gained by 38%, 22% and 14.4% CAGR over 7 years. Debt has been reduced; the share price is reversing…
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State Bank of India – FY12 results
Date: May 21, 2012 SBI Market Price: 2020 This Indian Banking heavyweight declared outstanding results on May 18th for FY12. SBI chairman Pratip Chaudhuri reported improvements: PAT has shot up…
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