Non-core asset sales and launch of new projects are likely to improve DLF’s cash flow in the second half of the current year.
Raymond recently gave a presentation to its investors on supply chain management highlighting the importance of supply chain management.
The company's strong partnership with Ajay Piramal group and conservative accounting practice makes it more attractive from the investment point of view.
The current valuation of price to earning 36 is not justified and the stock is likely to under perform in the coming quarters.
Subdued demand due to weak economic environment and high gold prices are likely to weigh on Titan Industries' earnings growth in the near term.
Loss at the Tata Power's Mundra Project is likely to halve due to the recent drop in the international coal prices & the management actions.
High coal prices and soaring demand for the fuel will add another Rs 35k cr to Coal India's reserves, but it will remain idle in bank a/cs.
GSK Consumer Healthcare which mainly is into malted food segment which is highly underpenetrated. Malted food penetration level is only 10% in the northern and western regions of India.
Consumer goods cos which have consistently invested in their brands in the past few years are likely to outperform their peers who curtailed their ad expenditure.
Diversification into coal trading business has helped the company to do better than its peers.
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