Satya Prakash Shaw

#ResearchReport - AXIS BANK (Annual Report): Strategy + Team in place; execution remains the key; Operating metrics to improve gradually; estimate FY21 RoA at ~1.4%. Read more at: http://ow.ly/imsm50uMZNv#readresearch #marketknowledge #ResearchReport #readresearch #marketknowledge

#ResearchReport - India Strategy: Performance and valuation divergence entrenches further; Weak earnings recovery leading to market polarization. Read more at: http://ow.ly/CAwF50uMZMZ#readresearch #marketknowledge #ResearchReport #readresearch #marketknowledge

#ResearchReport - BRIGADE ENTERPRISES: New launches to drive robust growth; Expect 3.6msf of pre-sales and 3msf of pre-leasing in FY20. Read more at: http://ow.ly/CiVC50uL3iG#readresearch #marketknowledge #ResearchReport #readresearch #marketknowledge

#ResearchReport - TECHNOLOGY: The trend of gradually receding gross margins; Profitability a key near- term risk; Watch out for 1Q performance. Read more at: http://ow.ly/qQkD50uL3ac#readresearch #marketknowledge #ResearchReport #readresearch #marketknowledge

#ResearchReport - OIL & GAS: Low oil prices, stable INR => further reforms for OMCs. Read more at: http://ow.ly/E6vG50uHHVm#readresearch #marketknowledge #ResearchReport #readresearch #marketknowledge

#ResearchReport - BHARTI AIRTEL: Bharti announces Africa IPO price band; Surprisingly at steep discount to pre-IPO value. Read more at: http://ow.ly/nn6J50uGIAj#readresearch #marketknowledge #ResearchReport #readresearch #marketknowledge

#ResearchReport - METALS: CRU, global producers point at continuing aluminum deficit; Excess inventory build-up could be erased by 2020-21. Read more at: http://ow.ly/EDpp50uFMn4#readresearch #marketknowledge #ResearchReport #readresearch #marketknowledge

#ResearchReport - FUND FOLIO (June 2019): Indian Mutual Fund Tracker — MF industry AUM hits new record high; inching towards INR26t mark. Read more at: http://ow.ly/ZzvF50uDMlh#readresearch #marketknowledge #ResearchReport #readresearch #marketknowledge

#ResearchReport - ECOSCOPE: CPI inflation inches up in May’19, IIP surprises positively; Rate cut in August on the cards. Read more at: http://ow.ly/Mkht50uCTzd#readresearch #marketknowledge #ResearchReport #readresearch #marketknowledge