What stocks will gain from a normal monsoon?
Falling revenues, increased capex, and first full year of spectrum debt may make things worse
Revenues of Airtel and Idea have been hit by falling realisation and analysts said margins would be affected by higher costs.
Ambani said, in the telecom space, the focus will be on debt reduction, and the virtual merger did away with the need for major capex and will help towards this
Almost a third of the company's capex was stuck in this project
Godrej Properties, is on the horizon as it unlocks value in its high-value Bandra-Kurla Complex (BKC) project.
Given its network and fleet, it has garnered the highest share of passenger growth.
The reason is believed to be a 19% increase in interest cost.
Brokerages have cut the company's FY16 earnings estimates between 16% and 29% with target prices too coming down to the Rs 700-800 band
FIIs are looking at the long-term story and initiatives of Indian pharma companies to transform themselves into global entities.
Telcos have indicated that rates will have to be raised, as higher volumes alone will not suffice to meet the higher costs.
The challenge of merging Ranbaxy into the company has not been factored in.
It was a year of big gains for equity investors.
Given the better growth in JLR sales and improving domestic sales, nearly 90 per cent of the analysts covering the stock have a 'Buy' rating.
Half of the sharp rise in stocks in 2014 was driven by re-ratings - rise in price-to-earning ratios on hopes the new government would turn around the economy which will reflect in corporate earnings.
Maruti has improved its sales in the recent past.
Have a Plan B in place if the tide turns against you.
Maruti is expected to post double-digit growth on product launches and good demand for entry-level cars.
Since the cash flows will be impacted in a big way, DLF will have to resort to selling non-core assets in a substantial and significant manner through the next few quarters.
More, many market gurus expect the Sensex to reach 30,000 levels by December and 40,000-45,000 in three to four years.