Research Coverage

Bank / Financial Services

Lead analyst: Aditi Thapliyal
Bank of Baroda BOB.IN
Bank of India BOI.IN
Edelweiss Capital EDEL.IN
Federal Bank FB.IN
India Infoline IIFL.IN
IndusInd Bank IIB.IN
Karnataka Bank KBL.IN
LIC Housing Finance LICHF.IN
Motilal Oswal MOFS.IN
Oriental Bank Commerce OBC.IN
Reliance Capital RCAPT.IN
Religare Enterprises RELG.IN
Shriram Transport Finance SHTF.IN
South Indian Bank SIB.IN
Union Bank UNBK.IN
Yes Bank YES.IN

Consumer & Media

Lead analyst: Saurabh Mukherjea, CFA
Apollo Tyres Ltd APTY.LN
Bombay Rayon Fashions BRFL.IN
Castrol CSTRL.IN
Colgate Palmolive CLGT
Dabur DABUR
Exide Industries CHLR.IN
Godrej Consumer Products GCPL.IN
HT Media HTML.IN
Koutons KUTN.IN
Pantaloon Retail PF.IN
S.Kumar's Nationwide SKUM.IN
Sun TV SUNTV IN
Titan Industries TTAN.IN
Zee Entertainment Enterprises Z.IN

Healthcare

Lead analyst: Chirag Talati
Dr. Reddy's DRRD.IN
Lupin LPC.IN
Ranbaxy RBXY.IN

Infrastructure

Lead analyst: Nitin Bhasin
Aban Offshore ABAN.IN
CCCL CCCL.IN
Era Infra Engineering ERIE.IN
GVK Power GVKP.IN
HCC HCC.IN
IVRCL Infrastructures & Projects IVRC.IN
Jain Irrigation Systems JI.IN
Jindal Saw JSAW.IN
Nagarjuna Construction NJCC.IN
Punj Lloyd PUNJ.IN
Shriram EPC SEPC.IN
Simplex Infrastructure SINF.IN
Sintex Industries SINT.IN
Welspun Gujarat WGS.IN

Power

Lead analyst: Bhargav Buddhadev
ABB ABB.IN
AIA Engineering AIAE.IN
Crompton Greaves CRG.IN
Elecon Engineering ELCN.IN
Havells India HAVL.IN
Indiabulls Power IBP
Jindal Power JPL
JSW Energy JSW
Lanco Infratech LANCI.IN
NHPC NHPC.IN
OPG Power Ventures OPG.LN
Suzlon Energy SUEL
Thermax TMX.IN
Torrent Power TPW.IN

Technology

Lead analyst: Ankur Rudra
3i Infotech III.IN
Cranes Software International EDC.IN
Educomp EDSL.IN
Everonn Education EEDU
Financial Technologies FTECH.IN
HCL Technologies HCLT.IN
Hinduja Global Solutions HGSL.IN
MphasiS MPHL.IN
OnMobile ONMB.IN
Patni Computer Systems PATIN.IN
Redington India REDI
Rolta India RLTA.IN
Tulip Telecom TTSL.IN

Latest Research

8 Sep 2010
Euro Execution Noble Report: Reed Elsevier PLC, Reed Elsevier NV, Wolters Kluwer, Thomson Reuters Corp.
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7 Sep 2010
Euro Execution Noble Report: Kesa Electricals, Kingfisher, Tesco, Home Retail Group, Sainsbury, Debenhams, DSG International, Morrisons, Next, M&S.
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7 Sep 2010
Euro Execution Noble Report: Credit Agricole, Soc Gen, BNP Paribas, Intesa Sanpaolo, Unicredit, Erste Bank.
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Publications

Silver Bullets 2010

Quarterly amalgamation of our analysts' highest conviction calls

Quarter 3 2010

Quarter 2 2010
Quarter 1 2010

 

Equity Overview
Scott Evans' monthly rant


Who do we blame?... June 2010
In the lap of the gods... May 2010
A good hanging... March 2010
A view from BRIC lane... Feb 2010
Smaller Co's to outperform... Jan 2010
Goodbye Dubai; Hello CoCo. Dec 2009
Setting the scene...Nov 2009

Indian infrastructure: going beyond the soundbytes

An Execution Noble - City of London position paper 25.03.2010
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