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Sesa Goa (ICICI securities) Uncertain times |
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Decline in volumes;Reduction in volume guidance by management | Date | Rating | Target Price | Recommendation Price | Broker house | | 26 Jul 2011 | hold | 294 (from 300) | 282 | ICICI securities Report | |
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Sesa Goa (Emkay) Unusual quarter – Would get better |
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Volume and realizations;Production Capacity exists – EC limiting factor | Date | Rating | Target Price | Recommendation Price | Broker house | | 22 Jul 2011 | hold | 308 | 278 | Emkay Report | |
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Sesa Goa (Angel) Lower sales volume impacts 1QFY2012 performance |
| Date | Rating | Target Price | Recommendation Price | Broker house | | 21 Jul 2011 | buy | 335 | 278 | Angel Report | |
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sesa goa (ICICIsec) Higher realisations lead to better performance |
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sesa goa (Angel) Top-line growth aided by higher realisation |
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sesa goa (Emkay) Topline zooms on higher volume and realizations |
Volume and realizations aided robust performance; Karnataka deadlock continues, can be a major surprise; Company maintain volume guidance at 40 mt FY12 exit
| Date |
Rating |
Target Price |
Recommendation Price |
Broker house |
| 26 Apr 2011 |
hold |
353 |
327 |
Emkay Report |
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Reports.DesiStockResearch.com |
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sesa goa (UBS) Acquires 10.4% in Cairn from Petronas |
Acquires 10.4% in Cairn from Petronas; Impact: Lowers average acquisition cost; Sesa may own > 20% in Cairn; Action: Upside to valuation as average acquisition cost is likely to be lower; Valuation: maintain Buy rating and price target of Rs400
| Date |
Rating |
Target Price |
Recommendation Price |
Broker house |
| 20 Apr 2011 |
buy |
400 |
307 |
UBS Report |
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Reports.DesiStockResearch.com |
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sesa goa (DeutscheBank) Sesa acquires 10.4% stake in Cairn India |
| Date |
Rating |
Target Price |
Recommendation Price |
Broker house |
| 20 Apr 2011 |
buy |
360 |
306 |
DeutscheBank Report |
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Reports.DesiStockResearch.com |
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sesa goa (MorganStanley) Benign Industry Dynamics, Coming Company Milestones |
| Date |
Rating |
Target Price |
Recommendation Price |
Broker house |
| 8 Apr 2011 |
overweight |
386 (from 389) |
-- |
MorganStanley Report |
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Reports.DesiStockResearch.com |
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sesa goa (emkay) Karnataka export ban lifted - challenges persists |
