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Company Analysis / Equity
- MOSL: ZENSAR TECHNOLOGIES (Neutral)-Legacy pressures offset Digital pivot by Motilal Oswal
- MOSL: MRPL (Downgrade to Sell)- EBITDA impacted by inventory loss-core GRM at USD7.07/bbl by Motilal Oswal
- Intermarket Pulse: Pakistan Cements: Peak is behind us; switch to North by Intermarket Securities Limited
- Are we there yet? by DnB Markets
- Longer than expected recovery in demand weighs on margins by AlphaValue
- A sustained growth! by AlphaMena Corporate Services
- Growth in a difficult context by AlphaMena Corporate Services
- A switch of trend between local and export sales by AlphaMena Corporate Services
- A solid performance by AlphaMena Corporate Services
- Producer, developer, explorer by Edison Investment Research
- All eyes on Kaombo by DnB Markets
- Autos: New model margins outdo softer sales to lift earnings by AKD Securities Limited
- From Recovery to Growth by Equity Development
- NTES: T. H. Data Flash – NetEase, Inc. (NTES) – 2Q17: Data Suggest 2Q17 Revenue Is Likely To Be Better Than Consensus Driven Mainly By Ecommerce by T.H. Capital
- CAF: 1H17e results preview by Bankinter S.A.
- Drivers gaining momentum; growth to be H2 weighted by AlphaValue
- IDIA SW, Updated Analysis, Strong Pipeline Plus Cash for Spinoff, +29% Upside by The Edge Group LLC
- Sale of TXT Retail for €85m by Edison Investment Research
- Refocusing in progress by Edison Investment Research
- CEC GY, Updated Analysis, German Retailer Completes Spinoff (July 13), Updated Valuations by The Edge Group LLC
- MET, Full Analysis, BHF Spinoff Completes August 4, Updated Valuations by The Edge Group LLC
- DATA, Full Analysis, It’s Not The Numbers, It’s About the Management by The Edge Group LLC
- LVNTA & QVCA, Full Analysis, Removal of Tracking Status, Q1 2018 Split-Off by The Edge Group LLC
- PNR, Superior FCF Yields with a Strong Growth Profile, Initial Entry Pre-Spin by The Edge Group LLC
- MOSL: CUMMINS (Buy)- FY17 Annual Report-Infrastructure spend to drive domestic growth by Motilal Oswal
- MOSL: BAJAJ AUTO (Buy)-Higher RM cost, negative operating leverage results in 8-year low margins by Motilal Oswal
- MOSL: DEWAN HOUSING (Buy)-Growth surprises positively-re-rating to continue by Motilal Oswal
- What���s cooking? by DnB Markets
- Taking market share by DnB Markets
- Talgo: As we expected, 1H17 earnings decline by Bankinter S.A.
- A worrying situation by AlphaMena Corporate Services
- Good H1 figures by AlphaValue
- Hats off by AlphaMena Corporate Services
- Business progressing on multiple fronts by Edison Investment Research
- Set to benefit from legacy backlog by DnB Markets
- Researchstudie (Initial Coverage) - Asset-Bestand von 1 Mrd. Euro fest im Blick - Deutliche Umsatz- und Ertragsausweitung in 2017 erwartet - Breite Diversifikation über mehrere Assetklassen by GBC AG
- Sector favourite, but neutral Q2 by DnB Markets
- Almirall: The 1H17 results reflect the difficulties in the US by Bankinter S.A.
- Focus on delivery and growth by Edison Investment Research
- All eyes on outlook comments by DnB Markets
- The valuation matrix by AlphaValue
- Risk reduced, but stock overvalued by DnB Markets
- Updated with company consensus by DnB Markets
- HPE, Updated Analysis, Spin-Merger With MCRO LN, Whitman's Value Creation by The Edge Group LLC
- FNF, Full Analysis, Spinoff of BKFS, Removal of Tracking Stock Status by The Edge Group LLC
- Q2e in line with consensus, positive risk to 2017 guidance by DnB Markets
- AGL IM, Full Analysis, Change of Strategy, Multiple Scenarios in Play by The Edge Group LLC
- INCH LN, Full Analysis, Significant Business Transformation Underway by The Edge Group LLC
- Analyst Ideas of the Week – Dynacor up 20% Since Initiating Coverage by Fundamental Research
- MOSL: HDFC BANK (Buy)-Stellar performance on all fronts by Motilal Oswal