Kotak Institutional Equities

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4d
The Economic Times
RIL stock likely to outperform market on back of telecom, petrochem showingresults, CLSA had estimated Jio would addRs 4.7 and Rs 16.7 per share for FY19
The Economic Times / Posted 4 days ago
results, CLSA had estimated Jio would addRs 4.7 and Rs 16.7 per share for FY19 and FY20, respectively. On the other hand, Kotak Institutional equities expected a negative contribution of Rs 10 and Rs 7 in the same period. A higher operating... Read more
16 related articles
4d
Business Standard India
Brokerage views on Bharti Airtel - Tata Tele dealtoo will gain subscribers in the process. Here is a compilation of what broker
Business Standard India / Posted 4 days ago
too will gain subscribers in the process. Here is a compilation of what brokerages have to say about the development: KOTAK INSTITUTIONAL EQUITIES The Indian wireless market is getting close to becoming a consolidated 3-player market (plus... Read more
29 related articles
5d
Business Standard India
Can RJio dent RIL's Q2 performance? Here's what analysts saynumbers. Though it is difficult to forecast, we think Jio could report positive
Business Standard India / Posted 5 days ago
numbers. Though it is difficult to forecast, we think Jio could report positive EBITDA in its first quarter itself. Kotak Institutional Equities We expect RIL to report 14% QoQ increase in standalone EBITDA to Rs 13260 crore and 13% QoQ... Read more
16 related articles
5d
Business Standard India
TCS Q2 result preview: Here's what brokerages expect(YoY) basis, PAT had slipped 5.82% in Q1 in rupee terms. We have compiled what
Business Standard India / Posted 5 days ago
(YoY) basis, PAT had slipped 5.82% in Q1 in rupee terms. We have compiled what brokerages expect from TCS' Q2 numbers: Kotak Institutional Equities Analysts at Kotak expects constant currency (c/c) revenue growth of 2.1% and cross-currency... Read more
10 related articles
7d
The Economic Times
Bharti Airtel, Idea Cellular may see revenues plunge in September quarterby normal seasonality and the implementation of the GST”. Continued pricing pr
The Economic Times / Posted 7 days ago
by normal seasonality and the implementation of the GST”. Continued pricing pressure had compounded matters, brokerage Kotak Institutional Equities said, and “the modest price revision by Reliance Jio Infocomm had not had any positive impact on... Read more
9d
The Indian Express
RBI surveys show general economy in ‘pessimistic zone’, jobs big worryRBI should work in tandem towards achieving some targeted goals in boosting the
The Indian Express / Posted 9 days ago
RBI should work in tandem towards achieving some targeted goals in boosting the growth momentum,” Singh said. According to Kotak Institutional Equities report, on the downside, a faster than expected rise in input costs and lack of pricing power... Read more
2 related articles
9d
The Economic Times
Cement prices jump Rs 12 per bag in Q2 FY18will continue to bear the brunt of higher pet-coke prices that increased 13 per
The Economic Times / Posted 9 days ago
will continue to bear the brunt of higher pet-coke prices that increased 13 per cent q-o-q to USD 96 per tonne in Q1 FY18, Kotak Institutional Equities Research Analyst Murtuza Arsiwalla said in the report. The profitability of cement companies... Read more
11d
The Economic Times
GST, price war to hurt Airtel, Idea in Q2: ET Pollby normal seasonality and the implementation of the GST." Continued pricing pr
The Economic Times / Posted 11 days ago
by normal seasonality and the implementation of the GST." Continued pricing pressure had compounded matters, brokerage Kotak Institutional Equities said, and "the modest price revision by Reliance Jio Infocomm had not had any positive impact on... Read more
11d
The Economic Times
Don’t jump over market bounce; dollar sending out warning signsAfter a strong show for most of last year and first quarter of this, the rupee
The Economic Times / Posted 11 days ago
After a strong show for most of last year and first quarter of this, the rupee weakened quite a bit the second quarter. Kotak Institutional Equities said the economic recovery in the US and progress on taxation reforms may result in the US Fed... Read more
13d
The Economic Times
With banking, retail in doldrums, Indian IT to post muted Q2 resultsvertical has been weak for many and structural challenges in retail will hamper
The Economic Times / Posted 13 days ago
vertical has been weak for many and structural challenges in retail will hamper growth,” Kawaljeet Saluja, analyst at Kotak Institutional Equities, said in a note. IT companies had expected that IT spending in the banking sector would return... Read more
14d
Business Standard India
Are mutual fund flows into equities at an inflection point?to redemption of MF flows,” the Emkay report suggests. On the other hand, Sanj
Business Standard India / Posted 14 days ago
to redemption of MF flows,” the Emkay report suggests. On the other hand, Sanjeev Prasad, executive director and co-head, Kotak Institutional Equities believes that the strong returns of the Indian markets over the past 6 – 12 months may have... Read more
15d
The Economic Times
Street not expecting an Octoberfest, but there's some reason to hopesurrounding North Korea also continue to remain a thorn in the flesh for market
The Economic Times / Posted 15 days ago
surrounding North Korea also continue to remain a thorn in the flesh for markets. Sanjeev Prasad, managing director at Kotak Institutional Equities said that investors like the long-term story but there will be limited change in sentiment so... Read more
19d
The Economic Times
Kotak’s Sanjeev Prasad says this stock will hit bulls eye, here’s howICICI Bank is the stock that Sanjeev Prasad, Kotak Institutional Equities, expe
The Economic Times / Posted 19 days ago
ICICI Bank is the stock that Sanjeev Prasad, Kotak Institutional Equities, expects to do well for next several years. Talking to ET Now, Prasad says auto, metal, mining, oil and gas, utilities, IT valuations are quite okay. If you have courage to... Read more
19d
The Economic Times
Why the time may be ripe to book profits in cementto slash prices to restore volume growth, which in turn would result in lower r
The Economic Times / Posted 19 days ago
to slash prices to restore volume growth, which in turn would result in lower realisations and lower earnings' growth. A Kotak Institutional Equities report said: "At current all-India prices, underutilised cement capacities will need 45 per cent... Read more
22d
Business Standard India
Markets fall 2.4% in five sessionssmall-cap stocks have rallied even in such a backdrop. Hence, a correction in t
Business Standard India / Posted 22 days ago
small-cap stocks have rallied even in such a backdrop. Hence, a correction in these segments looks imminent,” he added. Kotak Institutional Equities Managing Director Sanjeev Prasad said, “The government’s fiscal position will not allow for a... Read more
23d
The Economic Times
IUC charge cut may trigger a faster shift to VoLTE servicescould prompt “investors to question” whether further regulatory changes in the
The Economic Times / Posted 23 days ago
could prompt “investors to question” whether further regulatory changes in the industry could hurt incumbent carriers. Kotak Institutional Equities said that such regulatory decisions “chip away at any incumbency advantage”. “Managing the... Read more
47 related articles
26d
The Economic Times
Economists caution FM Arun Jaitley: Don't go Pranab's way with stimulusand the economic recovery faces cyclical and structural issues, said Sanjeev Pr
The Economic Times / Posted 26 days ago
and the economic recovery faces cyclical and structural issues, said Sanjeev Prasad, Co-Head and Managing Director at Kotak Institutional Equities. The Modi government has also been under pressure to create jobs. But after painful job losses... Read more
27d
The Economic Times
Analjit in exploratory talks to merge Birla Sun and Max Life.. Max has option to either partner with these (beyond top four) banks or explo
The Economic Times / Posted 27 days ago
.. Max has option to either partner with these (beyond top four) banks or explore an M&A option,” wrote analysts with Kotak Institutional Equities last month. Cyril Amarchand Mangaldas is believed to be involved as a legal advisor in the... Read more
27d
Business Standard India
IUC cut to dent margins of Bharti and Idea; bonanza for RJio, say analystsCY20, the IUC rate cut impact should minimise, as Jio gains market share and mi
Business Standard India / Posted 27 days ago
CY20, the IUC rate cut impact should minimise, as Jio gains market share and minutes distribution become more symmetric. KOTAK INSTITUTIONAL EQUITIES Implications of mobile termination rate (MTR) cut go beyond immediate EBITDA hit. The direct... Read more
47 related articles
27d
The Economic Times
Together they stand! How minnows came to call the shots on Drate of return for retail investors from equities will rise too," said Sanjeev
The Economic Times / Posted 27 days ago
rate of return for retail investors from equities will rise too," said Sanjeev Prasad, Co-Head and Managing Director at Kotak Institutional Equities. Prasad says retail investors typically look at historical returns of an asset class to... Read more
28d
The Economic Times
Bullish on 3 mid-cap names in FMCG sector: Nitasha Shankar, YES Securitiescheck, don’t ignore negative news: Pankaj Sharma Rupee to range between 63-66.
The Economic Times / Posted 28 days ago
check, don’t ignore negative news: Pankaj Sharma Rupee to range between 63-66.55 per dollar for FY18: Suvodeep Rakshit, Kotak Institutional Equities Betting on these 2 wealth creation ideas on 1-2 year basis: Dhruvesh Sanghavi,... Read more
30d
asianage
IPOs get retail investors’ attentionthe expected rate of return from the asset class in the future,” said Sanjeev P
asianage / Posted 30 days ago
the expected rate of return from the asset class in the future,” said Sanjeev Prasad, co-head and managing director at Kotak Institutional Equities. However, he added that the Indian stock market cannot keep on delivering returns beyond those... Read more
30d
asianage
RBI likely to keep policy rate on hold till fiscal-endpause rate cuts for the rest of 2017-18 as retail inflation is likely to tread
asianage / Posted 30 days ago
pause rate cuts for the rest of 2017-18 as retail inflation is likely to tread higher towards 4.7 per cent by March, says a Kotak Institutional Equities report. According to the report, both CPI and WPI inflation have bottomed out and retail... Read more

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