Page 3 - Compass

Brokerages upgrade Tech Mahindra on Q1 show, double-digit growth outlook

Inexpensive valuations provide support to the stock

Volume recovery, margin expansion hopes drive gains for TVS Motor

Robust export sales, higher investment in electric vehicles are positives

Near term headwinds for JLR due to chip shortage to weigh on Tata Motors

Brokerages cut FY22 estimates sharply, expect recovery in second half of FY22

Analysts revise earnings estimates of Reliance Industries by 1-4%

Petchem, refining, and Jio did well; price hike in telecom next trigger

Markets may be ignoring banks' NPA risk from second coronavirus wave

New measures allow banks to defer full recognition of NPAs, encourage lending to areas having high probability of defaults

Zomato's Rs 8,250-crore IPO can deliver boost to consumption sector

Projections suggest online food delivery market should grow to $22 billion by 2025

Maruti Suzuki's margins may slip further on higher commodity costs

Demand trajectory, market share losses are other concerns

SoftBank Group-backed Compass valued at $8.22 billion in NYSE debut

Shares of SoftBank Group Corp-backed Compass Inc jumped 18% in their stock market debut on Thursday after being priced at the lower end of the reduced initial public offering (IPO) price range

Despite price hike, Maruti Suzuki's margin may be hit in April quarter

Company can afford to pass on cost of increasing cost of metal prices, but investors will now put it under watch of analysts

Sales recovery, margin expansion mark Q3 revival for retail major Trent

Easing of lockdown restrictions, festival demand and jump in online sales aided the sales performance

Improving outlook can bring back shine in Hindustan Zinc

Rebounding zinc and firm silver prices will add to gains from rising production

Land licence fee changes for Concor will remove major overhang

Demand recovery, progress on privatisation are the other triggers

HUL: Higher costs, volume and market share focus could hit profitability

The near term could see some pressures on the gross margin which was down 150 basis points y-o-y in the quarter

After muted Q2 show, DMart's sales may gain traction in third quarter

Margin trajectory, however, depends on festival season discounts, share of general merchandise

AC import ban to drive market share gains for Voltas, Blue Star and Havells

Investment in domestic manufacturing capacities will stand them in good stead; OEMs like Amber Enterprises to also benefit

HCL Technologies margins to moderate in H2FY21; investors remain cautious

US elections, a seasonally weak Q3, and sharp stock gains are weighing on return expectations

Infosys' valuation gap with TCS set to narrow further after strong Q2 show

Sharp Q2 outperformance, growth guidance could shrink the discount to 10 per cent from 30% at the start of the year

Wipro: Investors should await growth outperformance, margin gains

Wipro was lagging its peers in the past on the back of muted revenue growth, falling margins, loss of market share in deal renewals and pricing pressures

PLI scheme, outsourcing to aid Dixon Technologies' growth trajectory

Brokerages expect mobile volumes to rise multi-fold over the next two years

Weak credit card spends due to job loss snatch banks' low-hanging fruits

September's seven per cent year-on-year credit card outstanding is the poorest in recent years