Page 9 - Compass

Rising regulations to keep a lid on liquor stocks

Sale ban on highways to have short-term impact; likely sin tax in GST and note ban key overhangs

Risk-reward favourable for Muthoot, Manappuram

Weakness in loan growth will be offset partly by market share gains from unorganised players

Guidance, Q2 show boost for Prestige Estates

The management remains confident of meeting target on back of a strong March quarter

GSK Consumer: Volume recovery must for any re-rating

Despite undemanding valuations, missing catalysts could keep a lid on the stock price

No respite in sight for JSPL

Lack of offtake agreement puts pressure on power segment; lower realisations take toll on steel biz

Volume, margin worries for M&M

Plunge in tractor sales could mean liquidity stress in a market that also takes up a chunk of the firms UV sales

Cement players stare at earnings cuts

Inspections by brokerages suggest sales are down sharply at retail level; rebound likely in early 2017

Lower competition, robust sales positive for Apollo Tyres

Strong November revenues, muted rubber prices bode well, should lead to improved sentiment

Strong forecast, digitisation are positives for Sun TV

Near-term ad revenue growth, however, could be affected by demonetisation

Demonetisation-hit dairy stocks good bets

Prabhat Dairy, Parag Milk down 12-14%, but cash crisis may not affect fresh milk business

Margin pressures to grow for Airtel, Idea

Spending on data network and lower revenue and volume growth will continue to pressure financials

Value unlocking boost for Apollo Hospitals

Investment to drive lifestyle segment growth; demonetisation, margin pressures near-term worries

Demonetisation: GCPL to see muted impact

Given its lower exposure to domestic markets and wholesaler channel, firm may be better off than peers

Mahanagar Gas: Strong Q2 show instils confidence

Good outlook on long-term sales and sound financials to help stock sustain its premium valuation

Lower losses at Mundra positive for Tata Power

Rerating of stock hinges on central regulator's favourable verdict on compensatory rate

Idea Cellular could get relief from tower sale

High spending on data rollout, cut-throat competition, big debt leave Idea with tough choices

Bharat Financial prices in pain from note ban

BFIL's collections have been impressive, with 89% of instalments due since demonetisation being collected

Sugar companies to see more gains

With firm sugar prices and better profits, the earnings of sugar producers are set to improve further

Hero: Rural revival to offset worries

Note ban will affect sales in near term, but company will benefit from rise in rural demand

Diagnostic firms better placed than hospitals

Asset-light model, better prospects to help Dr Lal, Thyrocare outperform players like Apollo Hospitals