Ramandeep Kaur

#ResearchReport - CEMENT: Volumes decline sharply, but margins remain strong Read more at: http://ow.ly/iZZU50zXm07#marketknowledge #readresearch #ResearchReport #marketknowledge #readresearch

#ResearchReport - MAHINDRA AND MAHINDRA: A generational shift underway; Best rural proxy | Valuations at discount to 1SD below 5-yr average P/E. Read more at: http://ow.ly/H8af50zXliI#marketknowledge #readresearch #ResearchReport #marketknowledge #readresearch

#ResearchReport - OIL & GAS: Crude oil prices – Low not for long. Read more at: http://ow.ly/OYjX50zWlgv#marketknowledge #readresearch #ResearchReport #marketknowledge #readresearch

#ResearchReport - AGRICULTURE: Crop damage from locust attack unlikely as Rabi harvest complete; however, horticulture at risk. Read more at: http://ow.ly/82tB50zVb7z#marketknowledge #readresearch #ResearchReport #marketknowledge #readresearch

#ResearchReport - AUTOMOBILES: Industry limping back from lockdown’s impact. Read more at: http://ow.ly/UN6F50zTaVX#marketknowledge #readresearch #ResearchReport #marketknowledge #readresearch

#ResearchReport - FINANCIALS | IBC: Report card up to Mar’20; Pace of resolution slows; Average recovery at 44%; CIRP initiations decline, partly due to lockdown. Read more at: http://ow.ly/tcXg50zNinm#marketknowledge #readresearch #ResearchReport #marketknowledge #readresearch

#ResearchReport - HINDALCO: Well placed to tide over COVID-19 disruption. Read more at: http://ow.ly/T30s50zNimP#marketknowledge #readresearch #ResearchReport #marketknowledge #readresearch

#ResearchReport - Fuel or Engines (Economy): Would COVID-19 be the trigger to thwart the Retail boom? Household balance sheet may finally be repaired. Read more at: http://ow.ly/tpp050zL7IA #marketknowledge #readresearch #ResearchReport #marketknowledge #readresearch

#ResearchReport - FINANCIALS: Decoding intrinsic value across cycles; strengthening SOTP offers comfort. Read more at: http://ow.ly/peiT50zJWBx#marketknowledge #readresearch #ResearchReport #marketknowledge #readresearch