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  Nimesh Shah   

@nimeshscnbc

Editor Institutional Equities, CNBC TV18 Journalist for last 15 years

Followers: 26,048

  •   Nimesh Shah   

    @nimeshscnbc

    IT Stocks buzzing today GS adds Infosys to its conviction list, raises TP to Rs 895 IIFL upgrades Presistent Systems to buy, TP Rs 830 Combination of improved rev visibility, steady margin improvement over next 3 yrs & attractive vals makes it a compelling story @CNBCTV18News

    07/07/2020 09:46:06 AM     Share:    


      Nimesh Shah   

    @nimeshscnbc

    Macquarie on SBI Cards Unemployment trends better than expected & moratoriums coming down. Fine-tune earnings estimates Our FY21E EPS is 2x consensus Raise FY21/22E EPS by 16%/9% OP, TP raised to Rs 900 @CNBCTV18News @kothariabhishek

    07/07/2020 08:05:45 AM     Share:    


      Nimesh Shah   

    @nimeshscnbc

    MS On Shriram Trans Rights issue price at Rs 570/sh, ratio 3 sh for every 26 sh held While lower leverage would put pressure on ROE, this could be mitigated by better access to funding, lower cost of funds & val support from lower COE OW, TP Rs 940 @CNBCTV18News @kothariabhishek

    07/07/2020 07:58:10 AM     Share:    


      Nimesh Shah   

    @nimeshscnbc

    GS On Infosys Buy, TP raised to Rs 895 from Rs 756 Co To Benefit From Acceleration Of Information Systems’ Digitalisation $ Rev Growth Tgt Raised To -2.2%/11.9%/9.9% From -3.4%/10.8%/9.8% For FY21/22/23 Val Multiple Raised To 19.6x From 17x @Reematendulkar @CNBCTV18News

    07/07/2020 07:21:40 AM     Share:    


      Nimesh Shah   

    @nimeshscnbc

    Kotak Inst Eqt on M&M Believe stk significantly undervalued Focus on efficient capital allocation will unlock value of tractor & LCV biz Our bull-case Fair Value at Rs 950/sh if capital allocation concerns are addressed Buy. Fair value Rs 650, still model sub losses till FY2023

    06/07/2020 09:49:36 AM     Share:    


      Nimesh Shah   

    @nimeshscnbc

    HSBC on Tata Power Fresh equity issuance to increase shares outstanding by 18%; InvIT to be set up Expect debt reduction to be biggest driver of stock performance Seeing ability for TPWR to cut debt by half Maintain Buy, TP Rs 66 @_anishaj @CNBCTV18News

    06/07/2020 07:20:23 AM     Share:    


      Nimesh Shah   

    @nimeshscnbc

    CLSA On Sun Pharma & Lupin Prefer Sun Over Lupin On Predictable Earnings & Valn Disc Sun’s Operational Outlook Is Relatively More Predictable Lupin Needs To Overcome Manufacturing & Execution Challenges Sun Trading At 25% Disc To Lupin Buy On Sun & Sell On Lupin @sonalbhutra

    06/07/2020 07:18:16 AM     Share:    


      Nimesh Shah   

    @nimeshscnbc

    CLSA On Tata Power Parent Stake Hike Reinforces Confidence It Will Accelerate $2.5 Bn Deleveraging Plan Equity Issue Will Cut Leverage 16% To 1.7x Net-debt-to-equity 42% YoY Debt Reduction In FY21 Maintained , Led By Divestment & Eq Deals Buy, TP Rs 72 @_anishaj @CNBCTV18News

    06/07/2020 07:16:42 AM     Share:    


      Nimesh Shah   

    @nimeshscnbc

    CLSA On HDFC Bank High Corp Loan Growth But Low Risk At Least In FY20 +ve Loan Growth In Q1 Comes As A Surprise Expect Retail Growth To Have Slowed Down Low Risk-weight Consumption Indicates Lending To Best Private/PSU Credit Buy, TP Rs 1250 @kothariabhishek @CNBCTV18News

    06/07/2020 07:15:42 AM     Share:    


      Nimesh Shah   

    @nimeshscnbc

    MS On HDFC Bank Q1 Update Points To Continued Strong Growth In Loans & Deposits Imply Continued Market Share Gains Strong Growth Implies Further Acceleration In Corporate Banking Await More Details On Loan Mix, Margin Progression & Asset Quality OW, TP Rs 1285 @CNBCTV18News

    06/07/2020 07:13:48 AM     Share:    


      Nimesh Shah   

    @nimeshscnbc

    CLSA On Telecom ARPU’S Growing For All 3 Operators During Q4, Sector Rev Rose 9% QoQ Bharti Airtel’s ARPU is Now 17% Higher Than Peers In 4QFY20, Telcos’ Capex Up 56% QoQ With Jio’s Assets At $27 Bn Top Pick- Bharti Airtel, for Its Execution Edge @Reematendulkar @CNBCTV18News

    03/07/2020 07:37:39 AM     Share:    


      Nimesh Shah   

    @nimeshscnbc

    MS on Gas Cos COVID-19 to accelerate India's energy transition as surety & easy access to cheap gas brings shifts in gas consumption patterns for both industries & individuals Expect 21% earnings CAGR as vol & margins expand Double upgrade GGAS to OW Top picks: PLNG, GGAS, GAIL

    03/07/2020 07:22:26 AM     Share:    


      Nimesh Shah   

    @nimeshscnbc

    Alert: Even EID Parry also be in focus EID Parry holds 58.4% stake (after selling 2% stake last month in Coromandel) @CNBCTV18News @CNBCTV18Live

    02/07/2020 08:09:29 AM     Share:    


      Nimesh Shah   

    @nimeshscnbc

    Emkay upgrade Coromandel Int to Buy, TP revised to Rs 910 Increase target multiple due 1) change in ROCE profile 2) backward integration 3) robust demand environment 4) pick up in crop protection segment @CNBCTV18News @sonalbhutra

    02/07/2020 08:00:45 AM     Share:    


      Nimesh Shah   

    @nimeshscnbc

    CLSA On Q1 IT Preview Investors Should Focus On Outlook Rather Than Results See Limited Relevance Of Headline Financials Cost-structure Deflation Would Be A Long-term Positive Infosys & HCL Tech Are Key Picks Expect 5-8% QoQ Decline In $ Rev For Larger Players @Reematendulkar

    02/07/2020 07:30:03 AM     Share:    


      Nimesh Shah   

    @nimeshscnbc

    CLSA On Marico Downgrade To U-P, TP Rs 350 Execution Key To Navigate Headwinds Value-end Positioning In Hair Oil To Help Fight Demand Pressure See Near-term Guidance Reasonable Achieving 13-15% Growth Will Depend On Portfolio Diversification Execution @CNBCTV18News @blitzkreigm

    02/07/2020 07:28:27 AM     Share:    


      Nimesh Shah   

    @nimeshscnbc

    Bharat Forge up 5% today @CNBCTV18News

    01/07/2020 01:09:16 PM     Share:    


      Nimesh Shah   

    @nimeshscnbc

    CS on BEL Revise estimates by -2.4%/+1.8% for FY21/22 O-P, TP Rs 110 based on 15x FY22E earnings Are slightly conservative on margins building about 200 bp lower EBITDA margin in FY22E from the FY20 levels @_anishaj @CNBCTV18News @CNBCTV18Live

    01/07/2020 08:08:32 AM     Share:    


      Nimesh Shah   

    @nimeshscnbc

    ONGC Review CLSA: Big Q4 Miss EBIT 34% Below Our Est Impairment & Large FX Loss Partially Offset By Tax Write-back Co Among More Expensive Global E&Ps Fall In Domestic Gas Price & More Eq Supply By Govt Are Overhangs Sell, TP Rs 55 @sonalbhutra @CNBCTV18News @CNBCTV18Live

    01/07/2020 07:24:39 AM     Share:    


      Nimesh Shah   

    @nimeshscnbc

    Jefferies on Bharat Forge (Interesting non consensus call) Upgrade to Buy, TP Rs 425 from Rs 190 Find 2.8x FY21E PB attractive for the next cycle @_soniashenoy @CNBCTV18News @CNBCTV18Live

    01/07/2020 07:20:07 AM     Share:    


  Nimesh Shah   

@nimeshscnbc

Editor Institutional Equities, CNBC TV18 Journalist for last 15 years

Followers: 26,048

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