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Indian Hospital Services Market Outlook
US$ 800.00
The hospital services’ market represents one of the most lucrative segments of the Indian healthcare industry. Various factors, such as increasing prevalence of diseases, improving affordability, and...
March 2012
100 pages
RANBAXY - Teva Partnership Hurts
US$ 140.00
... the unexpectedly high payment of ~$150m to Teva under the Lipitor generic agreement. Ranbaxy generated ~$300m from generic Lipitor that ... (1) Daiichi-Ranbaxy likely to become the largest generic company in Japan generics market (2) leveraging of Ranbaxy’s emerging market infrastructure (especially India) to ...
February 2012
6 pages
VoIP Market in India 2012
US$ 950.00
... VoIP in India. The ‘Market Overview’ section elaborates global & domestic market state of VoIP. It is accompanied by a plethora of statistical information regarding VoIP in global scenario as well as in India such as global & domestic VoIP market ...
February 2012
98 pages
SUN PHARMA - Strong Base Business; Protonix Liability Not A Major Concern
US$ 140.00
We reiterate Sun Pharma as our Top Pick in the Indian pharma space after it’s higher ... to note that FY12 performance represents purely the base business with no one off upsides. Future growth ... new target price by applying a PE of 20x on FY13 base business earnings, valuing upcoming Para IVs at Rs. 25 per share ...
February 2012
6 pages
CIPLA, Withdrawing Positive Investment Alert - Structural Issues Loom Large
US$ 140.00
We withdraw our Positive Investment Alert post the dismal Q3 FY12 result that highlights Cipla’s structural issues. In addition, we believe that the supply of API of ... estimates by 18% and 12% in FY12 and FY13. We thus withdraw our Positive Investment Alert and reiterate our Market Perform rating with a target ...
February 2012
5 pages
DISHMAN - Result Does Not Change the Outlook
US$ 140.00
Dishman’s Q3 FY12 EBITDA was higher than our estimates owing to change in ... and Dishman Netherlands grew by 28% and 36% Y-o-Y respectively mainly due to a favorable forex. Carbogen remained flat in constant currency. In other words, this quarter does not ...
February 2012
5 pages
Indian CCTV Market Analysis
US$ 800.00
The growing incidences of terrorist attacks and other criminal activities have significantly changed the perception of the Indian consumers, who now look for better and advanced safety and security so...
February 2012
50 pages
Indian Healthcare - New Avenues for Growth
US$ 800.00
In India, delivering an affordable healthcare to billion-plus population presents enormous challenges and opportunities for the medical community. The past decade has seen the country’s healthcare sec...
February 2012
90 pages
Booming Health Insurance in India
US$ 800.00
In the Indian non-life insurance industry, health insurance is the second largest segment. It has picked up pace in previous fiscals, and is set to reach new heights in the coming few years as public...
February 2012
90 pages
India Commercial Vehicle Market Analysis
US$ 800.00
Two decades ago, India opened its doors for multinational automobile companies allowing them to penetrate the market, modernize the Indian transportation picture and make it beneficial for the end-use...
February 2012
80 pages
Indian Coal Industry Forecast to 2013
US$ 900.00
The Indian coal industry, one of the largest in terms of reserve base and production level, has gained significant momentum in the past few years. Mainly dominated by PSUs like Coal India Ltd, which c...
February 2012
105 pages
Indian Dairy Industry Analysis
US$ 800.00
In India, the dairy sector plays an important role in the country’s socio-economic development, and constitutes an important segment of the rural economy. Dairy industry provides livelihood to million...
February 2012
90 pages
India Video Surveillance Market (2011-2016): Market Forecast By: Cameras, DVR/NVR, Encoders/Decoders, Software, Verticals , Regions
US$ 1,500.00
... India Video Surveillance Market (2011-2016): Market Forecast By: Cameras (Analog and IP), DVR/NVR, Encoders/Decoders, Software, ... residential. According to 6Wresearch, the India Video Surveillance market is expected to reach $952.94 million by 2016, with a CAGR of 32.49% from 2011-2016. In 2011, though analog based surveillance systems have accounted for ...
February 2012
63 pages
IPCA - Awaiting Re-rating
US$ 140.00
... visibility in sales growth and margin improvement, the stock simply awaits re-rating. Going forward, earnings will be driven by (1) domestic market ... and FY13 earnings by 5-6%. At current valuation, IPCA trades at a PE of 10x on FY13 earnings. This makes IPCA the cheapest stock available with a sustainable ...
January 2012
5 pages
BIOCON - ‘Cost’ of Pfizer Deal Showing Up
US$ 140.00
... . We have always maintained that the Pfizer-Biocon deal is at best a cash neutral deal for Biocon. This is due to the development expenses (including ...
January 2012
10 pages
LUPIN - Generic Tricor To Offer a Cushion Against Suprax Generic Erosion
US$ 140.00
... multiple years. In addition, there is a strong likelihood that Lupin may remain the only generic player for some time – something that we have ... for Suprax from FY13 to FY14 and (2) estimating $40m from generic Tricor in FY14 (to be launched in Q4 FY13). We upgrade our target price to Rs.463 by applying ...
January 2012
6 pages
Indian Dairy Market Report & Forecasts 2012-2017
US$ 800.00
As the world’s largest producer and consumer of milk products, India represents one of the world’s most lucrative dairy markets. IMARC Group, one of the world’s leading research and advisory firms, fi...
January 2012
156 pages
Indian Housing Sector Analysis
US$ 800.00
India is blessed with one of the fastest growing real-estate markets in the world. It is not only attracting domestic real-estate developers but also the foreign investors; particularly, the NRI inves...
January 2012
140 pages
Booming Construction Equipment Market in India
US$ 800.00
India, the world’s seventh largest country by area and second biggest by population, is one of the most dynamically growing, but largely untapped construction equipment markets. In the recent years, t...
January 2012
50 pages
Indian Wine Industry Analysis
US$ 600.00
India has emerged as a country which has an immense potential for the wine industry at the global front. Despite having a vast population of around 1.2 Billion, the consumption of wine in India remain...
January 2012
85 pages
Indian Organic Food Market Analysis
US$ 800.00
India has emerged as one of the largest potential markets for organic food consumption globally, owing to the fact that organic foods or products are healthy, contain no chemicals or preservatives, an...
January 2012
55 pages
Indian Micro Irrigation System Industry: 2011 Edition
US$ 800.00
... Indian industry is Netafim, which is the worldwide leader in micro irrigation system industry. Other companies worth mentioning in the micro irrigation industry in India are EPC Industries, Deere & Company, Finolex Industries and Supreme Industries. The ...
January 2012
42 pages
Broadband Internet Adoption in India 2012
US$ 950.00
... become obsolete and the need for broadband internet has rose immensely. Broadband internet adoption in India is at the threshold to witness significant adoption not only in urban areas but ...
January 2012
52 pages
India Handset Shipments, Vendor Market Share, Strategies and Key Trends Q3’2011
US$ 1,300.00
This report provides an in-depth assessment of handset shipments, vendor market share, strategies and key trends in Q3’2011 for the mobile handsets industry in India. ... units. By the end of Q4’2011, a yearly figure of 162 million units is expected. India has been one of the major players in the Asia Pacific ...
January 2012
40 pages
India CNG Vehicle Market Analysis
US$ 800.00
Over the past years, there has been an ever-quickening drumbeat of grim news over oil imports. Global dependence upon oil is a burning issue and India is also not spared from its dependence on oil imp...
December 2011
50 pages
Two-wheeler Market in India
US$ 800.00
Automobile, being the leader in product and process technologies of the manufacturing sector, has been recognized as one of the major drivers of economic growth. The Indian economy has been growing ar...
December 2011
50 pages
Used Car Market in India
US$ 700.00
India represents one of the world’s largest car markets. Easy availability of finance, and rising income levels are encouraging the launch of new car models which have been leading to a stupendous gro...
December 2011
40 pages
Indian Smart Card Market Report & Forecast: 2011-2016
US$ 1,400.00
India, which has historically been lagging behind the West and other major Asian countries in the use of smart cards, is currently at the threshold of a revolution. Smart cards are not only rapidly re...
December 2011
85 pages
LUPIN - Lupin - Loss of 2 Exclusivities Further Exposes the weak Pipeline
US$ 140.00
... . Most glaring is the Fortmet case, where Lupin launched the product ‘at-risk’ and later withdrew ... settled with Lupin it cannot launch its generic version (unless ‘at-risk’) thereby leading to a loss of this ... shared 180-day exclusivity for Lupin. These add to the pressure ...
December 2011
3 pages
Indian Payment Card Market Forecast to 2012
US$ 800.00
India has witnessed tremendous rise in middle-class households and shift in the spending pattern of consumers that has boosted the growth of Indian payment card market, including credit, debit, and pr...
November 2011
75 pages
Indian Tyre Industry Analysis
US$ 800.00
India has emerged as one of the world’s most competitive tyre markets due to vast availability of raw material (natural rubber) and ultramodern production facilities. However the FY 2009 was a quite d...
November 2011
70 pages
Indian Intelligent Building Management Systems Market (2011 – 2016)
US$ 5,650.00
... North India, South India, East India, and West India. The Indian IBMS market report, as the name suggests, illustrates the Indian scenario in face of intelligent buildings and building management systems over the next five years with insights into: The demand side of the market Much more interactive customers demanding intelligent ...
November 2011
208 pages
Dyestuff Market in India 2011
US$ 950.00
... after order is placed. India is considered to be ranked 6th globally in terms of chemical industry volumes. Dyestuff market is under strict environmental ... along with production volume of dyestuff units in India. This is followed by a brief on the major segments in the dyestuff market as well as an analysis ...
November 2011
46 pages
SUN PHARMA - A structural improvement at play
US$ 140.00
Sun’s Q2 FY12 result was much higher than our and street’s ... after acquisition of 100% stake. We thus rate Sun Pharma as our top pick in the large cap India pharma. We will change our estimate later to incorporate ...
November 2011
7 pages
CADILA HEALTHCARE - Still Carrying The Burden of The High Base Last Year
US$ 140.00
Cadila’s Q2 FY12 result was below our estimate (adjusted to ... for muted growth in markets like India and Emerging Markets, we believe that the growth is still impacted due to the high ... the markets. We thus do not see any structural issues with Cadila. In addition, USFDA approval of its Baddi facility comes as a ...
November 2011
5 pages
DISHMAN - Downward Guidance Revision – No More An Exception
US$ 140.00
Dishman once again reported quarterly result much below our and ... . Thus debt repayment can happened only through asset sale. We revise our FY 12 earnings estimates down by 28%. Consequently we cut our target price ...
November 2011
5 pages
RANBAXY - Moderate Improvement In Base Business
US$ 140.00
We reiterate our Market Perform rating on Ranbaxy after Q3 CY11 result that was largely in line with our ... the low base of EBITDA margin, the improvement was expected to be slightly higher especially as Ranbaxy has shut down most of its loss making ...
November 2011
6 pages
AUROBINDO - A Washout Result
US$ 140.00
Aurobindo’s Q2 FY12 result was much below our expectations with almost complete washout on every parameter. While formulation sales, income from dossier, gross ...
November 2011
6 pages
LUPIN - Margin Pressure Highlight The Weakness of US Portfolio
US$ 140.00
... on Lupin after its Q2FY12 result that was largely in line with our estimates. Ex-Medicis milestone income, sales growth (up 17%) and gross margin ... of one per quarter and (3) Suprax growing by 43% Y-o-Y. We believe all these highlights (1) the dependence on generic Lotrel (2) increased sales force expense for ...
November 2011
6 pages
Indian Aerospace Supply Chain Market: 2011, October 2011
US$ 2,900.00
... Indian Aerospace Supply Chain Market: 2011” are- Indian aerospace industry overview Market size ($) at various structural levels (Tier I, Tier II, and OEM) Indian aerospace market in terms of ($) value shipment Supply Chain evolution of Indian aerospace ...
November 2011
78 pages
