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#ResearchReport - METALS: Steel spreads at a multi-year high; Raise coverage EBITDA estimates by 7-10% for FY21-22E. Read report: http://ow.ly/sppl50Cw4HF #ResearchReport
#ResearchReport - MAHINDRA AND MAHINDRA: Better-than-expected business recovery in SUVs; Recovery in LCVs faster than expected, gains 500bp market share in 1HFY21. Read report: http://ow.ly/JI0o50CsY5u #ResearchReport
#ResearchReport - BHARAT ELECTRONICS: Steady and strong operating performance to continue. Read report: http://ow.ly/APqZ50CpND0 #ResearchReport
#ResearchReport - EcoScope (Government investments fall by one-third in 2QFY21) Read report: http://ow.ly/u18J50CvjGy #ResearchReport
#ResearchReport - VEHICLE FINANCE: In a sweet spot; Eventual credit losses sub-4%; AUM growth to pick up. Read report: http://ow.ly/UloJ50CsY4a #ResearchReport
#ResearchReport - INDIA STRATEGY: Corporate India doubles down on cost control! Read report: http://ow.ly/sRDM50Cvjo7 #ResearchReport
#ResearchReport - MOTHERSON SUMI: Vision 2025: Shaping up for the next phase of growth; led by new tech, markets and segments, industries and M&A. Read report: http://ow.ly/Nxb750CrG4r #ResearchReport
#ResearchReport - Cement: Prices surprise positively on strong demand. Read report: http://ow.ly/g81c50Cu8oy #ResearchReport
#ResearchReport - FINANCIALS: RBI report on private sector banks’ ownership; Market share gains to accelerate for private sector banks. Read report: http://ow.ly/N3uD50CrG3D #ResearchReport
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