Page 4 - Compass

Equity raise, qualitative growth, likely challenges for incumbent SBI chief

SBI's share of loans under moratorium was the lowest among PSBs at 10 per cent; clearer picture on asset quality likely by December

Jewellery segment adds sheen to Titan's Q2 recovery even during shradh

Margins would, however, continue to be muted on lower studded ornament sales and discounts

Strong Q2 sales performance despite headwinds a positive trigger for Sobha

Its ability to reduce debt is crucial for further gains

Sustainability of strong September quarter show crucial for Coal India

Apart from volume growth concerns, low e-auction prices and ongoing coal block auctions are weighing on sentiment

How faster deposit growth could become counterproductive for banks

Should deposit growth continue to outpace credit growth, banks may end up ceding some hard-earned 25-50 bps improvement in profitability or net interest margin gained in the past two years

ONGC, Oil India's earnings may suffer after sharp cut in gas prices

City gas distributors, fertiliser and other end users to gain; MGL can see up to 14 per cent earnings upside: Analysts.

Asian Paints: Investors should look at the stock for long term on dips

In addition to paints, construction chemicals and home decor could add to incremental growth

DLF: Investors should be cautious given weak demand scenario, downside risk

Cost control efforts and ongoing consolidation are other triggers for the stock

Eicher Motors: Premium segment could face near-term headwinds, say analysts

Eicher will also benefit from a growing market for the premium segment within the motorcycle industry

Syngene: Investors with long term view should look at the stock on dips

While Covid-19 could is a near term opportunity, contract manufacturing is the key medium-term trigger

Double-digit sales dip in anti-infective segment to weigh on Alkem Labs

Higher chronic sales, US market could offset some of the weakness in sales growth

HDFC Bank: Class action suits may prove to be an interim dampener

The stock may underperform until the Street gets clarity on asset quality and outcome of the litigation

Packaged food firms may witness growth rebound soon, say analysts

While reports of slower sales growth in August pulled down share prices on Monday, analysts say medium term outlook remains healthy

Higher sales in domestic market, lower costs bode well for Glenmark

The other trigger for the stock is the cost savings from lower investments in R&D and fund raising for innovation research

New Covid-19 drugs provide additional fuel as Cipla fires on all cylinders

Firm domestic sales and positive outlook in the US point to robust earnings

Gold Financiers: Investors advised to book profit on these stocks

Risks are similar to loan against property; both are dependent on pricing strength and demand of the underlying assets

Strong growth in pharmacy business saves the day for Apollo Hospitals

Hospital business, though is recovering and along with fast-growing pharmacy segment and foray into online services should add to earnings, valuations

YES Bank: Why investors should not be taken in by rating upgrades

At current valuations, the lender's stock trades at a premium to IndusInd Bank and RBL Bank, leaving little room for error at current multiples

Near-term uncertainty in demand, costs to keep PVR stock under pressure

While lower costs are positive, cash burn may remain high even after resumption

HDFC AMC: Regulatory changes another headache apart from slowing business

HDFC AMC is looking at effective diversification in investment styles in the equity segment