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  Nimesh Shah   

@nimeshscnbc

Editor Institutional Equities, CNBC TV18 Journalist for last 15 years

Followers: 53,682

  •   Nimesh Shah   

    @nimeshscnbc

    Nomura on Siemens Neutral, TP Rs 2355 4QFY21; strong on sales, but EBITDA margins below est on commodity & logistics cost increases Order inflows for 4QFY21 at INR33.78bn were up 5% y-y Management expects pick up in private sector ordering to aid order inflow growth @AgamVakil

    26/11/2021 07:09:00 AM     Share:    


      Nimesh Shah   

    @nimeshscnbc

    CS on HFCs Expect mortgage loans to double to $600bn by FY26E While +ve on growth potential, divergent asset quality outcomes & margin trends keep us selective Prefer exposure to this theme via HDFC & Home First Neutral PNB Hsg & cautious LIC Hsg @CNBCTV18News @CNBCTV18Live

    26/11/2021 07:08:08 AM     Share:    


      Nimesh Shah   

    @nimeshscnbc

    MoSL on Coal India Buy, TP Rs 200 2QFY22 e-auction premiums have been disappointing However, management highlighted current premium is over 50% compared to 15.3% in 2QFY22 Co re-started e-auction to non-regulated sectors, should result in improved profitability @CNBCTV18News

    26/11/2021 07:06:50 AM     Share:    


      Nimesh Shah   

    @nimeshscnbc

    Mac on Coal India O-P, TP Rs 184 2H auction realizations to trend higher; FY22E auction volumes will be flat Debtors decline to Rs120bn vs Rs210bn in Mar-21; dividend outlook implies 10% yield Raise earnings by 2-4% @sonalbhutra @CNBCTV18News @CNBCTV18Live

    26/11/2021 07:06:49 AM     Share:    


      Nimesh Shah   

    @nimeshscnbc

    MoSL on RIL Buy, TP Rs 2900 Trading @EV/EBITDA & P/E of 12x & 19x, respectively, on FY23E basis RJio in a sweet spot & Retail seeing strong recovery Refining margins under pressure; petrochem margins shoot up Strong earning levers in consumer biz should support stk @CNBCTV18News

    26/11/2021 07:04:22 AM     Share:    


      Nimesh Shah   

    @nimeshscnbc

    JP Morgan on RIL Neutral, TP Rs 2575 Gasifier to be moved into a 100%-owned sub With RIL making acquisitions in solar, & initial steps for Hydrogen being laid out, clearly RIL could bring in external investors into New Energy Biz @sonalbhutra @CNBCTV18News @CNBCTV18Live

    26/11/2021 07:04:21 AM     Share:    


      Nimesh Shah   

    @nimeshscnbc

    MS on RIL OW, TP Rs 2925 Setting stage to extract synergies between existing energy infrastructure & its new energy plans, while expanding into more niche chemicals/materials See value creation opportunity of up to $60bn ahead as path to decarbonization progresses @sonalbhutra

    26/11/2021 07:04:21 AM     Share:    


      Nimesh Shah   

    @nimeshscnbc

    Jefferies - Analyst top ideas Top Buy that unchanged ICICI, HDFC, I Pru Life Tata Motors, Maruti, RIL Guj Gas, L&T, Concor Godrej Prop, DLF Apollo, Bharti, Crompton & Supreme @CNBCTV18News @CNBCTV18Live

    23/11/2021 08:14:35 AM     Share:    


      Nimesh Shah   

    @nimeshscnbc

    Jefferies - Analyst top ideas Team Adds TVS, HUL, Infosys, Fortis & Max Health to top Buy & remove BHFC, Britannia & Tata Steel Add Motherson & Lupin to top UPF ideas while retaining M&M, Cummins & Tata Power as U-P @CNBCTV18News @CNBCTV18Live

    23/11/2021 08:14:34 AM     Share:    


      Nimesh Shah   

    @nimeshscnbc

    Jefferies on SRF U-P, TP Rs 1890 Co sees strong demand & alleviating margin pressure in spec chem segment over 2HFY22 Refgas demand & margin outlook is also strong over 2H Packaging film margins, could see continued weakness, while TT profitability should improve @sonalbhutra

    23/11/2021 08:07:03 AM     Share:    


      Nimesh Shah   

    @nimeshscnbc

    CLSA on HAL Buy, TP Rs 1740 LCH (Light Combat Helicopter), a Make in India product – delivered ahead of orders LCH could yield co orders worth $4bn over FY21- 26CL Will compounds its EPS at a 15% Cagr over FY21-26CL Stock inexpensive @13x FY23CL PE @CNBCTV18News @AgamVakil

    23/11/2021 08:05:04 AM     Share:    


      Nimesh Shah   

    @nimeshscnbc

    JPM on Bharti Airtel OW, TP Rs 830 Announced revisions to its prepaid tariff plans raising tariffs by 20-25% (20% on avg) across plans with effect from 26 Nov Expect this to drive an 18% increase in ARPU & rev & 24% EBITDA increase for India wireless in FY23/24 @Reematendulkar

    23/11/2021 08:03:44 AM     Share:    


      Nimesh Shah   

    @nimeshscnbc

    GS on Bharti Airtel Buy, TP raised Rs 870 from Rs 840 Est co’s announced tariff increase will lead to about Rs25 of incremental ARPU (to Rs182 by Mar ‘22E; higher than earlier est of Rs174), or $1 bn in incremental FCF @Reematendulkar @CNBCTV18News @CNBCTV18Live

    23/11/2021 08:03:44 AM     Share:    


      Nimesh Shah   

    @nimeshscnbc

    Jefferies on Bharti Airtel Buy, TP Raised to Rs 925 20-25% hike in prepaid tariffs reflects that its focus is moving towards boosting realizations as against gaining market share aggressively Raise India mobile est by 8-15% Expect co to deliver 21% Consol. EBITDA CAGR in FY22-24

    23/11/2021 07:06:39 AM     Share:    


      Nimesh Shah   

    @nimeshscnbc

    CLSA on Bharti Airtel Buy, TP Rs 863 Hikes prepaid data tariffs by 20%, entry tariffs by another 25% Assuming no churn &/or down-trading, prepaid data hikes could boost Co’s India mobile rev by 14% Entry tariff hike could boost rev by another 5% Remains top pick @Reematendulkar

    23/11/2021 07:06:39 AM     Share:    


      Nimesh Shah   

    @nimeshscnbc

    Vedanta was part of #dstreetchatter Promoter entity announced creeping acquisition of upto 17cr shares (4.57% stake) at an indicative price of Rs 350/sh @_prashantnair @Nigel__DSouza @CNBCTV18Live @CNBCTV18News

    22/11/2021 09:21:15 PM     Share:    


      Nimesh Shah   

    @nimeshscnbc

    Brokerages on RIL GS Buy, TP Rs 2855 Operating context has changed materially since proposed transaction was first announced in Aug 2019, with RIL recently unveiling a $10 bn investment in a hyper integrated green energy biz @CNBCTV18News @CNBCTV18Live

    22/11/2021 07:58:36 AM     Share:    


      Nimesh Shah   

    @nimeshscnbc

    Just in: Bharti Airtel Hikes Prepaid Tariffs Effective November 26 Entry level prepaid tariffs up 25% from Rs 79 to Rs 99 Airtel hikes prepaid tariffs by approx 20% (other than entry level) @Reematendulkar @CNBCTV18News @CNBCTV18Live

    22/11/2021 07:44:57 AM     Share:    


      Nimesh Shah   

    @nimeshscnbc

    Brokerages on RIL Nomura Neutral, TP Rs 2850 Context has changed: Debt is not a concern anymore; focus is on New Energy RIL to remain Aramco’s preferred private sector partner in India Unlikely to affect val of Reliance’s O2C biz Outlook stronger for each segment for 2HFY22F

    22/11/2021 07:42:27 AM     Share:    


      Nimesh Shah   

    @nimeshscnbc

    Brokerages on RIL JPM Neutral, TP Rs 2575 News flow of O2C spin-off decision now being withdrawn, will have limited financial impact, given significant de-leveraging achieved While RIL & Aramco have said they would ‘reevaluate’ O2C stake sale, see it as being off table for now

    22/11/2021 07:42:27 AM     Share:    


  Nimesh Shah   

@nimeshscnbc

Editor Institutional Equities, CNBC TV18 Journalist for last 15 years

Followers: 53,682

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