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DLF (Emkay) Debt concerns status-quo |
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Topline in-line with estimates, EBITDA margin surprises on the upside while PAT margin is lowest in the history;Management expects to close big ticket non-core asset divestment over next 2-3 months; have to negotiate regulatory hurdles;We upgrade our target price to Rs 220 but maintain Reduce rating | Date | Rating | Target Price | Recommendation Price | Broker house | | 4 Aug 2011 | reduce (from ??) | 220 (from 203) | 223 | Emkay Report | |
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DLF (Deutsche Bank) Model Update |
| Date | Rating | Target Price | Recommendation Price | Broker house | | 4 Aug 2011 | buy | 280 (from 295) | 218 | Deutsche Bank Report | |
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DLF (Goldman Sachs) Below expectations: Higher interest cost, slight debt increase |
| Date | Rating | Target Price | Recommendation Price | Broker house | | 4 Aug 2011 | neutral | 250 (from 262) | 222 | Goldman Sachs Report | |
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DLF (Citi) Q1FY12 – In-Line Quarter |
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Revenue/PAT +21%/ -13% YoY;Sale of 2.2msf in Q1; Launches remain muted;Leasing business performance on track;Management commentary on non core asset sales is encouraging;Deleveraging to commence by end of Q2? Muted operating environment | Date | Rating | Target Price | Recommendation Price | Broker house | | 3 Aug 2011 | buy | 295 | 222 | Citi Report | |
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DLF (India Infoline) Conviction Sell Ideas |
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Asset monetization challenging; Debt concerns to linger; Increased focus towards plotted developments resulting in declining premium for DLF | Date | Rating | Target Price | Recommendation Price | Broker house | | 11 Jul 2011 | sell | 210 | 237 | India Infoline Report | |
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DLF (RBS) update.2011.Jul.4 |
| Date | Rating | Target Price | Recommendation Price | Broker house | | 4 Jul 2011 | buy (from Sell) | 250 (from 195) | 231 | RBS Report | |
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DLF (RBS) Moving in the right direction |
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De-leveraging strategy finally kicking off;Moving in the right direction; we expect a gradual recovery;On potential asset monetisation, we raise our TP to Rs250 and upgrade to Buy | Date | Rating | Target Price | Recommendation Price | Broker house | | 1 Jul 2011 | buy (from Sell) | 250 (from 195) | 210 | RBS Report | |
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DLF (Nomura) Asset sales close to starting off |
| Date | Rating | Target Price | Recommendation Price | Broker house | | 1 Jul 2011 | buy | 270 | 210 | Nomura Report | |
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DLF (CRISIL) Q4FY11 Result Summary |
| Date | Rating | Target Price | Recommendation Price | Broker house | | 4 Jun 2011 | -- | -- | -- | CRISIL Report | |
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dlf (GoldmanSachs) Looking for peak debt, operating leverage to boost profitability |
| Date |
Rating |
Target Price |
Recommendation Price |
Broker house |
| 27 May 2011 |
neutral |
262 (from 294) |
210 |
GoldmanSachs Report |
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