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MURTUZA ARSIWALLA
Residential real estate sales cross 1 billion sq ft mark; Kotak Institutional Equities reveals 3 top picksThe domestic brokerage said the stock rally is a sign of the underlying business performance. The valuations for most residential real esta...
FPIs go long on realty stocks, invest Rs 3,150 cr in DecAccording to Murtuza Arsiwalla, an analyst at Kotak Securities, the three listed REITs (Real Estate Investment Trusts) offer near-term reve...
High rises! Red-hot property stocks set for next leg of rallyWhile the S&P BSE Realty Index slid 3.1% in August, the 10-member gauge is up 24% this year and on track for a sixth straight quarterly gai...
Heavy rains to power up NHPC turbines, and stockOutput increased 15.2 per cent in the four months to July this fiscal.
Supreme Court construction ban may take toll on developmentA ban has been imposed on construction in several states & union territories over on waste management norms.
Cement prices jump Rs 12 per bag in Q2 FY18: ReportA modest price increase and healthy volume growth, although dented by higher production costs, will likely underpin Q2 earnings, the report...
Long-term investors should look to buy NTPC on fallsIncreased capacities will help in improving return on equity to 15.5% as against around 8-12% returns that can be generated from treasury o...
Cement companies may report healthy earnings growth in Q1: ReportThe disparity in regional price movements offers lesser benefit for pan-India players over regional players based in North and Central Indi...
Ten stocks that can give 10-40 per cent returns in 2016The earnings downgrade cycle for India Inc is not over yet, but some companies have managed to buck the trend.
10 stocks that outperformed the market in 2015These ten stocks have outperformed the broader market and have stood firm on each of the 10 days in 2015 when the market fell sharply.
SC order for power companies was not surprising: Murtuza Arsiwalla, Kotak Securities'From a power sector perspective, the good thing is that a lot of sale arrangements are cost plus, except for select plants.
Coal India rallies 8%, hits 52-week high on reports that new government exploring FDI in coal sectorCoal India rallied as much as 8.22%, on reports that the newly elected PM designate Narendra Modi is exploring to break up the state behemo...
Coal India rallies 5% as Narendra Modi plans opening up the sectorShares of Coal India moved higher following reports that Narendra Modi is exploring breaking up the company and opening up the sector to FD...
A stable government can put an end to coal blockage: Murtuza Arsiwalla, Kotak Securities"But there are no easy and quick solutions to these issues. It is something that can happen only over medium to long term."
See near-term earnings drag for UltraTech Cement post JP deal: Murtuza Arsiwalla, Kotak Institutional Equities"While $120-$124 is a good price to acquire, there will be a near term earnings drag for UltraTech Cement. "
Coal India’s realizations have been very weak: Murtuza Arsiwalla, Kotak Institutional Equities"The other technical part would be the expectation of a buyback announcement from the company and of course the point that you highlighted,...
- Grasim Q4 dips 8% on falling fibre prices
"The fibre business was impacted due to global conditions, while cement performed well due to improved demand," Grasim said in a statement.
- Brokers bullish on UltraTech after Samruddhi Cement merger
UltraTech announced merger of a group company Samruddhi Cement with itself.