Page 8 - Compass

BEML's stock gains may disappear

Stake sale decision helps stock rise 16% on Monday, but there remains little hope for rerating

Realisations boost for NMDC

Firm was able to hike prices for the third straight month in Jan, despite note ban concerns

Stronger signals from Hathway Cable

Listing of its subsidiary and limited impact of note ban are key positives

Jubilant: Radiopharma contract a major trigger

Most analysts positive on the scrip, given its falling debt, pricing power and new launches

Higher order flows key trigger for L&T

Improving share of domestic orders is positive for the firm

Pricing pressure could intensify for Airtel

RJio has room to cut tariffs further once it launches paid services

Festive and wedding season add sheen to Titan's Q3

After initial hit, jewellery sales are back to pre-note ban levels, hinting at a good Dec quarter

Higher rural exposure to boost Hero MotoCorp's sales

Given likely revival in rural spends, lower export share, analysts prefer Hero to its key rivals

Varun Beverages: Frothy valuations belie weak fundamentals

Even after recent correction, stock trades at an unjustifiable premium to the FMCG sector

Eicher Motors: Better placed than peers

Three-month waiting for its sub-350cc bikes, its cash cow, to push firm's sales ahead of rivals'

Varun Beverages: Frothy valuations belie weak fundamentals

Market for carbonated drinks, which make up 80% of its revenue, is giving way to healthier beverages

LIC Housing: An exception among NBFC stocks

It is the only housing finance stock that is holding up to its YTD gains after the note ban

Vehicle financiers could find assset growth flat for 6 months

Cautious approach could reward investors of vehicle finance stocks

Downside may be capped for Voltas

Analysts, though, prefer to assess impact of note ban before altering their stance on the stock

Quess, TeamLease to benefit from note ban

Potential gain in market share and focus on high-margin businesses are key positives

Tata Power: One more hurdle crossed

CERC order lifts earnings visibility even though compensatory rate allowed is lower than expectation

Bajaj Hindusthan Sugar: Sale of power assets to drive earnings

Since the entire proceeds are to be used towards advance repayment of term debt, it could boost the company's earnings

Limited upside for Claris' shareholders

With major business sold and no revenue in sight, they will look to quantum of payout from deal with Baxter

Nalco: Weak Q2, but improvement likely

Performance may look up as realisation and volumes improve

Emission norms deadline to support Ashok Leyland

But, near-term sales would be hit due to demonetisation and falling demand from freight operators