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Hindalco - Capex to peak out in FY13 - Motilal Oswal
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[Equity Bulls] - Hindalco - Capex to peak out in FY13 - Motilal Oswal. Most negatives priced in; 70% cash flows insulated from LME - Hindalco remains focused on capex in various greenfield projects despite low IRR at current LME. - Annual capex is expected to peak in
Telecom - Sector Update - Motilal Oswal
www.equitybulls.com
[Equity Bulls] - We hosted Bharti Airtel, Idea Cellular, and Reliance Communications at the Motilal Oswal 8th Annual Global Investor Conference Mr Akhil Gupta of Bharti Airtel and Mr Himanshu Kapania of Idea Cellular also presented at the CEO Track. Key
Buy Jaypee Infratech - Motilal Oswal
www.equitybulls.com
[Equity Bulls] - Buy Jaypee Infratech - Motilal Oswal. The value DNA Synergistic benefits, FCF visibility, but some gray areas too - JPIN offers a unique synergistic business model of infrastructure development (Yamuna Expressway) and real estate value unlocking.
Hindustan Unilever - Demand as usual; high base awaits 2HFY13 - Motilal Oswal
www.equitybulls.com
[Equity Bulls] - Hindustan Unilever - Demand as usual; high base awaits 2HFY13 - Motilal Oswal. Positive on medium- and long-term prospects; Neutral on rich valuations. Key takeaways from our recent interaction with Hindustan Unilever (HUVR) management: - Consumer
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