Kanak Girish Khemani

#ResearchUpdate – Tube Investments of India Ltd – Proven management strength amplifies growth drivers. Read more: http://ow.ly/8GK650JHJgUDisclaimer: http://ow.ly/AWfC50JEksO #ResearchUpdate

#ResearchUpdate – Dr. Reddy’s Labs indicated medium term aspiration to achieve double digit sales growth and 25% EBITDA margin. Read more: http://ow.ly/LHf750JFn1MDisclaimer: http://ow.ly/i8rv50JFn1N #ResearchUpdate

#ResearchUpdate – Apollo Tyres – Targets 12-15% in RoCE by FY26 through asset sweating. Read more: http://ow.ly/pqey50JEksPDisclaimer: http://ow.ly/9VB250JEksM #ResearchUpdate

#ResearchUpdate: EcoScope - CPI inflation slightly lower than the market consensus and Retail inflation eases to 7% YoY in May’22. Read more: http://ow.ly/LIQm50JyOtKDisclaimer: http://ow.ly/84JX50JyOtM #ResearchUpdate

#ResearchUpdate: Fund Folio - Equity inflows remain stable in a volatile market. Read more: http://ow.ly/Kf2550JxNpjDisclaimer: http://ow.ly/nXJa50JxNpl #ResearchUpdate

#ResearchUpdate: EcoScope - IIP growth in Apr’22 came in at 7.1% YoY, higher than 2.2% YoY in Mar’22. Expect real GDP growth of ~9.5% in 1QFY23. Read more: http://ow.ly/F9aa50JwIqeDisclaimer: http://ow.ly/82Uf50JwIqf #ResearchUpdate

#ResearchUpdate: EcoScope - The RBI, on 8th Jun’22, hiked the repo rate by 50bp to 4.9% taking the effective policy rate – i.e. SDF to 4.65% and the MSF/bank rate to 5.15%. Read more: http://ow.ly/fOik50JuhRtDisclaimer: http://ow.ly/U58n50JaJKJ #ResearchUpdate