Banks Sectorial Credit: Sector Report
IDBI Capital
Summary | Date | Stock | Broker | LTP | Target | Price at reco (Change since reco%) |
Upside(%) | Type | Report | Discuss | |
---|---|---|---|---|---|---|---|---|---|---|---|
01 Jul 2022 | Banks |
IDBI Capital
|
Sector Update
|
||||||||
01 Jul 2022 | Market Movement |
Edelweiss
|
Economy Update
|
||||||||
01 Jul 2022 | Brokerage Research R.. |
ICICI Direct
|
Economy Update
|
||||||||
30 Jun 2022 | Consumer Durables |
Edelweiss
|
Sector Update
|
||||||||
30 Jun 2022 | Trading Strategy |
Edelweiss
|
Economy Update
|
||||||||
30 Jun 2022 | FMCG |
Edelweiss
|
Sector Update
|
||||||||
29 Jun 2022 | Hotels, Restaurants .. |
ICICI Securities Limited
|
Sector Update
|
May’22 industry RevPAR 10% above pre-Covid levels
ICICI Securities Limited
As per HVS Anarock, industry occupancies fell below 50% in Jan’22 owing to
pdf
Omicron impact before recovering to ~55% in Feb’22 and 61% in Mar’22. This momentum carried forward into Apr’22 with industry level occupancies reaching ~65% (same as Apr’19) pre-Covid levels and Apr’22 RevPAR at Rs3,803 or 103% of Apr’19 levels. |
|||||||
28 Jun 2022 | Banks |
IDBI Capital
|
Sector Update
|
||||||||
28 Jun 2022 | Transportation |
ICICI Direct
|
Sector Update
|
||||||||
28 Jun 2022 | Media |
ICICI Direct
|
Sector Update
|
||||||||
28 Jun 2022 | Oil and Gas |
ICICI Direct
|
Sector Update
|
||||||||
28 Jun 2022 | Telecom Services |
ICICI Direct
|
Sector Update
|
||||||||
28 Jun 2022 | Construction Materials |
ICICI Direct
|
Sector Update
|
||||||||
28 Jun 2022 | Consumer Durables |
ICICI Direct
|
Sector Update
|
||||||||
28 Jun 2022 | Aviation |
ICICI Securities Limited
|
Sector Update
|
Average daily fliers stands at 363k; leisure routes gaining ranks
ICICI Securities Limited
IndiGo sees moderation but seems to have crossed the 55% level structurally as of now beyond tactical ups and downs. In May’22, the market share of Air India/IndiGo shrank 80/40bps MoM to 7.8%/57.9%, while that of SpiceJet/Go First/Air Asia expanded 40/50/30bps MoM to 9.5%/10.6%/5.7%.
pdf
|
|||||||
27 Jun 2022 | Automobiles & Auto C.. |
HDFC Securities
|
Sector Update
|
Autos: Two Wheelers: Some green-shoots visible
HDFC Securities
Our sector preference is 2Ws > PVs > CVs, largely based on valuation comfort. Within two-wheelers, we have a BUY rating on Hero MotoCorp and TVS Motors. We also like Eicher Motors (ADD). We have a REDUCE rating on Bajaj Auto. We interacted with 22 two-wheeler (2W) dealers' pan-India to get a sense of demand trends in June. One common feedback we got is that 2W demand is picking up QoQ in Q1 and is being driven by: (1) pick-up in rural sales on the back of improved crop prices and (2) opening up of schools and colleges. Also, competitive intensity has eased in the entry 100cc segment with withdrawal of BAL's CT100. The single major beneficiary of both the above factors is Hero MotoCorp, which is seeing a market share revival in many regions pan-India. Both Bajaj and TVS have been hit by supply constraints impacting their 125cc and above portfolios. While TVS' well-diversified mix has helped cushion a part of the impact, BAL seems to be the worst hit as its contribution in 125cc and above segment is much higher than listed peers. For Royal Enfield, with supply constraints having eased considerably, all their models are now available at most dealers with minimal waiting period. As per dealers, RE is preparing for a strong launch pipeline, with a new model launch every quarter, subject to supply availability.
pdf
|
|||||||
27 Jun 2022 | Capital Goods |
ICICI Direct
|
Sector Update
|
||||||||
27 Jun 2022 | Banks |
ICICI Direct
|
Sector Update
|
||||||||
27 Jun 2022 | Chemicals & Petroche.. |
ICICI Direct
|
Sector Update
|
||||||||
27 Jun 2022 | Realty |
ICICI Direct
|
Sector Update
|
||||||||
more
loading
|