Stinger

Elara Stinger: Unique ID to be deployed to check GST evasion in select commodities - Company Update: TP/Rating chg: InterGlobe Aviation (Buy, INR 5,309); Siemens (INR 7,670)

Elara Global Research
23-12-2024

Company Update

Capital Goods – Siemens - Public capex to rise; private feeble – Company Update - Accumulate - TP INR 7,670 - Upside: 12% (Author: Harshit Kapadia)

Harshit Kapadia
22-12-2024

Company Update

Aviation - InterGlobe Aviation - Demand set to jet as airports & fleet spike – Company Update – Buy - TP INR 5,309 - Upside: 21% (Author: Gagan Dixit)

Gagan Dixit
21-12-2024

Stinger

Elara Stinger: Centre proposes bill to ban unregulated lending

Elara Global Research
20-12-2024

Technical Trends

Global Liquidity Tracker: Historic high US inflow as money aggressively moving into Dollar Assets; GEM redemptions at 3-year high.

Elara Global Research
20-12-2024

Stinger

Elara Stinger: Kirana stores agree on plan to survive qCommerce takeover

Elara Global Research
19-12-2024

Technical Trends

The Domestic Liquidity Tracker: Passive starts outperforming Active after 18-months as Polarizations begins across Indices. ...

Elara Global Research
19-12-2024

Stinger

Elara Stinger: Banking liquidity deficit hits highest in six months

Elara Global Research
18-12-2024

Stinger

Elara Stinger: Home loans drive Indian banks’ retail books - Economics

Elara Global Research
17-12-2024

Economics

Economics - Pressure on INR to intensify (Author: Garima Kapoor)

Garima Kapoor
17-12-2024

Stinger

Elara Stinger: State banks achieve IN 1.4tn net profit; GNPA drops to 3.1% - Quantitative & Alternate Strategy: Market Internals - Company Update: TP/Rating chg: BEML (Reduce INR 4190)

Elara Global Research
16-12-2024

Technical Trends

Nifty delivers a Breadth Thrust - Market Internals with Biju Samuel - Quantitative & Alternate Strategy

Biju Samuel
14-12-2024

Stinger

Elara Stinger: Gross bad assets of PSU banks fall to 3.1% in Sep 2024: FinMin - Economics: CPI - Monthly Update: Metals & Mining

Elara Global Research
13-12-2024

Technical Trends

Global Liquidity Tracker: Simultaneous redemption in 95% of countries; Shifting of capital back into US now becoming a crowded trade

Sunil Jain
13-12-2024

Company Update

Capital Goods – BEML - Pipeline robust; execution remains key – Company Update - Reduce - TP INR 4,190 - Downside: 5% (Author: Harshit Kapadia)

Harshit Kapadia
13-12-2024

Stinger

Elara Stinger: FMCG companies count on urban revival by FY26 - Company Update: TP chg: CEAT (INR 3,014) - Monthly Update: Utilities & Renewables

Elara Global Research
12-12-2024

Economics

Economics - CPI eases as food disinflation sets in motion (Author: Garima Kapoor)

Garima Kapoor
12-12-2024

Monthly Product

Metals & Mining - China exports – The juggernaut continues - Monthly Update (Author: Ravi Sodah)

Ravi Sodah
12-12-2024

Company Update

Auto Ancillaries – CEAT - CEAT to acquire Camso brand from Michelin – Company Update - Reduce - TP INR 3,014 - Downside: 4% (Author: Jay Kale)

Jay Kale CFA
12-12-2024

Stinger

Elara Stinger: PV inventory may decline as price hikes loom in January - Monthly Update: Life Insurance - Article by Lord Meghnad Desai

Elara Global Research
11-12-2024

Monthly Product

Utilities & Renewables - November power generation up 4% YoY - Monthly Update (Author: Rupesh Sankhe)

Rupesh Sankhe
11-12-2024

Stinger

Elara Stinger: PSB loan write-off at INR 420bn in H1FY25 - Diet Report: Pharmaceuticals - Company Update: TP chg: Godrej Consumer Products (INR 1330)

Elara Global Research
10-12-2024

Report

Lord Meghnad Desai - Out of My Mind: A Dreadful State

Elara Global Research
10-12-2024

Monthly Product

Life Insurance - Mixed private players; weak LIC - Monthly Update (Author: Prithvish Uppal)

Prithvish Uppal CFA
10-12-2024

Stinger

Elara Stinger: Cars set to get expensive from January as OEM announce price hikes - Economics - Thematic Report: Cement - Diet Report: Pharmaceuticals - Company Update: Tata Power, Marico - Sector Update: Automobiles

Elara Global Research
09-12-2024

Diet Report

Diet Report - Pharmaceuticals - US Biosecure Act: delay and dilution likely (Author: Dr Bino Pathiparampil)

Dr Bino Pathiparampil
09-12-2024

Company Update

FMCG - Godrej Consumer Products - Near-term pain; long-term story intact - Company Update - Accumulate - TP: INR 1,330 - Upside: 18% (Author: Amit Purohit)

Amit Purohit
09-12-2024

Company Update

Utilities - Tata Power - Multiple growth levers at play - Company Update - Buy - TP: INR 518 - Upside: 18% (Author: Rupesh Sankhe)

Rupesh Sankhe
07-12-2024

Stinger

Elara Stinger: Farm sentiments likely to cheer domestic tractor sales - Sector Update: Defence

Elara Global Research
06-12-2024

Economics

Economics - RBI makes first move towards easing cycle (Author: Garima Kapoor)

Garima Kapoor
06-12-2024

Sector Update

Automobiles - China pressure looms for legacy OEMs - Sector Update (Author: Jay Kale)

Jay Kale CFA
06-12-2024

Thematic Report

Thematic Report - Cement - Consolidation alone won’t save the day - (Author: Ravi Sodah)

Ravi Sodah
06-12-2024

Technical Trends

Global Liquidity Tracker: Some relief for EM flows as redemptions shift to Europe/Japan. Commodity flows picking up gradual pace

Sunil Jain
06-12-2024

Diet Report

Diet Report - Pharmaceuticals - India pharma market – growth improves (Author: Dr Bino Pathiparampil)

Dr Bino Pathiparampil
06-12-2024

Company Update

FMCG - Marico - Better growth outlook - Company Update - Buy - TP: INR 752 - Upside: 19% (Author: Amit Purohit)

Amit Purohit
06-12-2024

Stinger

Elara Stinger: MF help keep NBFC counters open as banks turn cautious - Article by Lord Meghnad Desai

Elara Global Research
05-12-2024

Sector Update

Defence - Capex fireworks likely in H2 - Sector Update (Author: Harshit Kapadia)

Harshit Kapadia
05-12-2024

Stinger

Elara Stinger: Credit growth falters, may stabilize at 11-12% for FY25 - Economics - Visit Note: Adani Ports - Diet Report: Media and Entertainment, Internet

Elara Global Research
04-12-2024

Report

Lord Meghnad Desai - Out of My Mind: Climate Change - Another Solution

Elara Global Research
04-12-2024

Stinger

Elara Stinger: Banks’ loans against gold jewelry shoot up 56% - Strategy: India PSU Cycle - Sector Update: Banking & Financials

Elara Global Research
03-12-2024

Economics

Economics - USDINR: Positivity hard to find (Author: Garima Kapoor)

Garima Kapoor
03-12-2024

Diet Report

Diet Report - Internet - Swiggy: An ordinary performance (Author: Karan Taurani)

Karan Taurani
03-12-2024

Diet Report

Diet Report - Media and Entertainment - Pushpa 2 may break all-time box office record (Author: Karan Taurani)

Karan Taurani
03-12-2024

Visit Note

Ports & Logistic - Adani Ports and SEZ - Looking inwards to grow outwards - Visit Note - Buy - TP: INR 1,813 - Upside: 49% (Author: Ankita Shah)

Ankita Shah
03-12-2024

Stinger

Elara Stinger: Bank's October credit growth to NBFC slows to 6.4% - Economics -Company Update: Hindustan Unilever - Diet Report: Aster DM Healthcare

Elara Global Research
02-12-2024

Sector Update

Banking & Financials - Credit: broad-based growth slowdown - Sector Update (Author: Prakhar Agarwal)

Prakhar Agarwal
02-12-2024

Strategy

Strategy - India PSU Cycle: Resurgent & Secular

Rupesh Sankhe
02-12-2024

Company Update

FMCG - Hindustan Unilever - Strategies now aligned with market trends - Company Update - Accumulate - TP: INR 2,720 - Upside: 9% (Author: Amit Purohit)

Amit Purohit
01-12-2024

Stinger

Elara Stinger: Private sector banks securitize INR 400bn of loans this fiscal - Company Update: Mahindra & Mahindra - Diet Report: NTPC - Quarterly Result: Siemens (INR 8000)

Elara Global Research
29-11-2024

Economics

Economics - Fed to play the Cut-and-Pause game (Author: Garima Kapoor)

Garima Kapoor
29-11-2024

Alternative Research


Harshit Kapadia
Jay Kale CFA
Karan Taurani