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  Sumit Mehrotra   

@SumitResearch

Stock Market Anchor, Commentator, @CNBC_Awaaz, Previous organisation @ZeeBusiness. tweets are personal

Followers: 36,998

  •   Sumit Mehrotra   

    @SumitResearch

    Goldman Sachs on Titan Maintain Sell, Target Rs 705 Discretionary purchases remaining under pressure Management Indicated that July Retail sales were +1% YoY Management is targeting sales growth to normalize by 4Q Jewelry Q2 sales to be down double digits @CNBC_Awaaz

    11/08/2020 07:51:22 AM     Share:    


      Sumit Mehrotra   

    @SumitResearch

    Goldman Sachs on Shree Cement Maintain Neutral, Target Rs 19000 In Line Results; pricing, cost control lag peers Cement + Clinker volumes declined 19% YoY Results were disappointing compared to large cap peers @CNBC_Awaaz @CNBCBajar

    11/08/2020 07:50:40 AM     Share:    


      Sumit Mehrotra   

    @SumitResearch

    Nomura On CONCOR Downgrade To Neutral On Lease Rental Overhang, Target At ` 438/Sh Divergence In LLR Est Of Co & Railways Increase Valuation Uncertainty Q1 EBITDA Missed Nomura/Street Estimates By 44%/40% Adjusting For Land Lease Rentals, Q1 Results Were In-line With Ops

    10/08/2020 08:17:22 AM     Share:    


      Sumit Mehrotra   

    @SumitResearch

    Cipla Q1 Cons Net Profit At `578 Cr vs Poll Of `338 Cr Cons Revenue At `4,346.2 Cr Vs poll `4,184 Cr Cons EBITDA At `1,048.8 Cr Vs Poll Of `720 Cr Cons EBITDA Margin At 24.1% Vs Poll Of 17.2% All round beat Citi tgt 860 Idfc tgt 815 Could be stock of the day @CNBC_Awaaz

    10/08/2020 07:29:25 AM     Share:    


      Sumit Mehrotra   

    @SumitResearch

    Earning today ABBOTINDIA ABCAPITAL ADANITRANS ALEMBICLTD ALKEM AMARAJABAT AMBER AUTOAXLES BALRAMCHIN BATAINDIA BEML BIRLACORPN CIPLA CONCOR EMAMILTD ENIL FDC FINOLEXIND GABRIEL JCHAC JSWHL KAJARIACER M&M MGL NUCLEUS PSB RECLTD SCI SCOOTER SIEMENS SOBHA SUDARSCHEM @CNBC_Awaaz

    07/08/2020 07:35:44 AM     Share:    


      Sumit Mehrotra   

    @SumitResearch

    CLSA on DLF Buy Call, Target At `190/Sh Tight Control Of Cash Flow While Chasing Growth Expects Residential Demand To Gradually Improve Execution Has Improved To 65% Of Its Pre-COVID-19 Level Strong Rental Income, Ready Inventory & Strong B/S Positives For Co @CNBC_Awaaz

    07/08/2020 07:17:06 AM     Share:    


      Sumit Mehrotra   

    @SumitResearch

    Who Uses the #Tyres Most M&HCV Companies: Tata, SML, Ashok Ley, Eicher, M&M, SML, Force PV: Maruti, Tata Mot, M&M, SML, Force 2W/3 Wheelers: Bajaj Auto, Hero Moto, TVS Motors, Eicher, Atul Auto LCV: M&M, Tata Motors, Ashok Ley Tractors: Escorts, M&M, Eicher @deepaliranaa

    06/08/2020 02:49:41 PM     Share:    


      Sumit Mehrotra   

    @SumitResearch

    CLSA On Varun Beverages Retain Buy Rating, Raises Target To `870 From `745/Sh Cost Reduction Restricts Disruptions During Seasonally Imp Quarter Drop In India Organic Volume Below Our Estimate Gross Margin Up 212 bps On Better Sales Mix Lockdown Impact On 2020 Profitability

    05/08/2020 07:45:49 AM     Share:    


      Sumit Mehrotra   

    @SumitResearch

    Citi On HDFC Bank Buy Rating, Target At `1,350/Sh CEO Succession Uncertainty Ends; Positive For The Bank He Has Been Closely Connected With Internal/Board & External Stakeholders His Appointment Should Make The Transition At The Bank Smoother @CNBC_Awaaz

    05/08/2020 07:44:09 AM     Share:    


      Sumit Mehrotra   

    @SumitResearch

    Jefferies On Gujarat Gas Buy Rating, Target Raised To `415/Sh While Volumes Were In-line, Gross Margin Expansion Was Ahead Of Estimate Co Remains Top Pick Within City Gas Distribution Cos See Faster Recovery In Volumes & There’s Lower Risk From Open Access @CNBC_Awaaz

    05/08/2020 07:43:36 AM     Share:    


      Sumit Mehrotra   

    @SumitResearch

    Results 5th August: AGL Apollo Tyres Asahi Ind Birlasoft Butterfly Cadila Health Canara Bk Cera Sanitary DLF Dwarikesh Sugar EID Parry Godrej Prop IFB Agro INOX Leisure Intellect JK Lakshmi Jyothy Labs Kokuyo Camlin Shakti Pumps Strides Ph Tasty Bite Trent VIP Ind @CNBC_Awaaz

    05/08/2020 07:41:13 AM     Share:    


      Sumit Mehrotra   

    @SumitResearch

    #Nifty closed 203 Points Up Key Contribution RIL 118 Pts HDFC Bk 40 Pts HDFC 17 Pts ICICI Bank 12 Pts Axis Bank 7 Pts NSE Turnover RIL 9135 Cr HDFC Bk 3140 Cr HDFC 3141 Cr ICICI Bank 1081 Cr Axis Bank 1061 Cr Wihout Them Nifty is up Just 9 Pts

    04/08/2020 04:17:13 PM     Share:    


      Sumit Mehrotra   

    @SumitResearch

    Big Boys Vs Small Boys Some Strong Performers in #Pharmaceutical #sector 8 Stocks Which has double Money in just Approx Half Year #lauruslabs being the star performer Take a look @CNBC_Awaaz @CNBCBajar @deepaliranaa

    04/08/2020 01:36:52 PM     Share:    


      Sumit Mehrotra   

    @SumitResearch

    #EsselPropack Blackstone Buy Stake at 134/Sh Open Offer at 139/Sh Rev Breakup 51% Oral Care 28% Cosmetics 16% Pharma 5% Others Clients: Colgate, HUL. patanjali, ITC, J&J, Marks & Spencer Rev Split Europe 26% AMESA 28% America 20% EAP 26% @CNBC_Awaaz @shail_bhatnagar

    04/08/2020 10:06:02 AM     Share:    


      Sumit Mehrotra   

    @SumitResearch

    #stockstowatch Mastek Seems a breakout post Twenty Years Keep an eye @CNBC_Awaaz

    04/08/2020 09:28:21 AM     Share:    


      Sumit Mehrotra   

    @SumitResearch

    *Today's Key Results* *04-Aug-20* ALKALI APOLLOPIPES ASTRAL AVADHSUGAR CENTENKA DIXON ERIS GODREJCP GUJGAS HIKAL IGARASHI JINDALSAW JTEKTINDIA MARKSANS MRPL NEULANDLAB PAUSHAKLTD PFS PIIND SPARC TAJGVK TATACONSUM THOMASCOOK TNPETRO UNICHEMLAB VBL VINYLINDIA @CNBC_Awaaz

    04/08/2020 07:42:25 AM     Share:    


      Sumit Mehrotra   

    @SumitResearch

    Citi On Exide Buy rating, target raised to `230/Sh +tive Stance Is Predicated On Increased Demand For Replacement Batteries B2C Volumes Are Less Volatile Value Core Biz At 18xFY22e EPS, Which Translates To `185 (Vs `170 Earlier) Insurance Biz Valued At `45/Sh @CNBC_Awaaz

    04/08/2020 07:39:42 AM     Share:    


      Sumit Mehrotra   

    @SumitResearch

    MS On Tata Motors Equal-weight Rating, Target Raised To `113 From `86/Sh JLR Is Seeing A V-Shaped Recovery In Volumes Sequential Earnings Momentum Is Strong High Leverage, Geopolitical Risks & EV Disruption Keep Us EW @CNBC_Awaaz

    04/08/2020 07:38:16 AM     Share:    


      Sumit Mehrotra   

    @SumitResearch

    #Solara Active up 17% post numbers Dont Forget sequent Scientific, Holds 2% stake in company Strides Shasun as well Solara Active Pharma Sciences Limited, the carve-out from Strides Shasun and SeQuent Scientific @CNBC_Awaaz @CNBCBajar

    03/08/2020 12:57:09 PM     Share:    


      Sumit Mehrotra   

    @SumitResearch

    #autosales Trend of #Twowheelers Sales Recovery Seems better in #Heromoto Sales Stock Price seems Better performing for #bajajauto @CNBC_Awaaz @CNBCBajar @YatinMota @deepaliranaa

    03/08/2020 11:30:49 AM     Share:    


  Sumit Mehrotra   

@SumitResearch

Stock Market Anchor, Commentator, @CNBC_Awaaz, Previous organisation @ZeeBusiness. tweets are personal

Followers: 36,998

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