Kamlesh Kumar Banthia

#ResearchReport - FINANCIALS - NBFC: Analyzing the deposit franchise for NBFCs; BAF, PNBHF outperform peers on deposit front. Read more at: http://ow.ly/tYDR30o8YhD #readresearch #marketknowledge #ResearchReport #readresearch #marketknowledge

#ResearchReport - TELECOM: Densification of network to continue; Tower capex to realign with lesser tenants/towers, pricing could see pressure. Read more at: http://ow.ly/MCze30o6aSg #readresearch #marketknowledge #ResearchReport #readresearch #marketknowledge

HINDUSTAN UNILEVER: Short-term blip in demand; Investment case remains strong. Read more - http://ow.ly/dS6W30o536W #readresearch #marketknowledge #readresearch #marketknowledge

LIC HOUSING FINANCE: Steady performance in a tough environment; Liquidity position well managed; Balance transfer pressure softens. Read more - http://ow.ly/ubxz30o3g7y #readresearch #marketknowledge #readresearch #marketknowledge

#ResearchReport - FINANCIALS: The rising significance of liability franchise; Assessing the trends; looking at liability based valuation multiples. Read more at: http://ow.ly/QH4830o2oba #readresearch #marketknowledge #ResearchReport #readresearch #marketknowledge

#ResearchReport - FUND FOLIO (February 2019): Indian Mutual Fund Tracker — Equity AUM consolidates in Jan’19; Gross inflows lowest since Apr’17. Read more at: http://ow.ly/KEWP30o2ncX#readresearch #marketknowledge #ResearchReport #readresearch #marketknowledge

INDRAPRASTHA GAS: Far away from the electric shock. Read more - http://ow.ly/Mf1q30o1uFs #readresearch #marketknowledge #readresearch #marketknowledge

#ResearchReport - METALS WEEKLY: Indian steel prices largely stable; base metal prices decline. Read more at: http://ow.ly/fnu930o0ByQ #readresearch #marketknowledge #ResearchReport #readresearch #marketknowledge

#ResearchReport - UTILITIES: CERC tariff regulation 2019-24 is constructive; Raise earnings by 3-4% for NTPC and by 5-6% for PWGR. Read more at: http://ow.ly/EyNc30nZDqU #readresearch #marketknowledge #ResearchReport #readresearch #marketknowledge