Container Corporation of India: Reduced Transit Times, Price Hike on Horizon
Concor and CTOs in general are seeing their transit times declining between TKD/Dadri to Gujarat ports. Further, normalisation of DFC and Rs 1000...
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HSIE Results Daily: Mphasis, Container Corporation, LIC Housing Finance and More
LIC Housing Finance: LICHF disappointed, driven by elevated provisioning (1.1% of loans, annualised) and interest reversals (INR1.35bn). While...
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HSIE Results Daily: Marico, JSW Energy, Container Corporation and More
HSIE Results Daily Marico: Marico posted in-line revenue growth, however margin was a miss. Revenue/EBITDA grew by 31/3% (HSIE 31/7%). Domestic...
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DFC commissioning to drive earnings growth
Clarity on LLF payment (and the likelihood of a 35-year lease agreement with the railways) removes a key overhang on the stock. We maintain our...
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HSIE Results Daily: Container Corporation, Alkem Labs, Emami, TTK Prestige, Mahanagar Gas
TTK Prestige: TTK Prestige's 4QFY21 beat ours as well as street's expectation. Revenue grew by 45% YoY (HSIE 31%), clocking 12% 2-year CAGR. It was...
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