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Sobha Developers (Goldman Sachs) Recent correction offers opportunity as product visibility improves |
| Date | Rating | Target Price | Recommendation Price | Broker house | | 22 Jun 2011 | buy;(Conviction Buy) | 340 | 245 | Goldman Sachs Report | |
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sobha developers (JPMorgan) FY11 bookings miss guidance, but higher realizations make up for the shortfall |
4Q results below expectations; FY11 bookings miss guidance, but higher realizations make up for the shortfall; Revise down Mar-12 PT to Rs 345
| Date |
Rating |
Target Price |
Recommendation Price |
Broker house |
| 11 May 2011 |
overweight |
345 (from 420) |
276 |
JPMorgan Report |
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|
sobha developers (GoldmanSachs) Below expectations: Lower land sales; debt reduction in line |
| Date |
Rating |
Target Price |
Recommendation Price |
Broker house |
| 11 May 2011 |
conviction buy |
340 |
277 |
GoldmanSachs Report |
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|
sobha developers (GoldmanSachs) Below expectations: Lower land sales; debt reduction in line |
| Date |
Rating |
Target Price |
Recommendation Price |
Broker house |
| 11 May 2011 |
conviction buy |
340 |
277 |
GoldmanSachs Report |
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|
sobha developers (Emkay) Muted Q4 FY11, steady FY12E |
No land monetization and higher share of contractual business in topline led to de-growth in financials; New launches in 3 new cities should mitigate high interest rate threat on sales; Expected net cash inflows of Rs 10.3bn from ongoing projects over next 3-3.5 years
| Date |
Rating |
Target Price |
Recommendation Price |
Broker house |
| 10 May 2011 |
not rated |
-- |
278 |
Emkay Report |
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sobha developers (GoldmanSachs) Upcoming launches improve visibility, reiterate Buy (CL), raise TP |
| Date |
Rating |
Target Price |
Recommendation Price |
Broker house |
| 17 Mar 2011 |
buy |
344 (from 331) |
261 |
GoldmanSachs Report |
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|
sobha developers (GoldmanSachs) Upgrade to Buy and add to conviction buy list |
| Date |
Rating |
Target Price |
Recommendation Price |
Broker house |
| 17 Feb 2011 |
conviction buy |
331 (from 380) |
-- |
GoldmanSachs Report |
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Reports.DesiStockResearch.com |
|
sobha developers (DeutscheBank) Marginally lower than expected 3Q, maintain TP BUY |
| Date |
Rating |
Target Price |
Recommendation Price |
Broker house |
| 25 Jan 2011 |
buy |
425 |
277 |
DeutscheBank Report |
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Reports.DesiStockResearch.com |
|
sobha developers (CreditSuisse) Sailing smoothly |
| Date |
Rating |
Target Price |
Recommendation Price |
Broker house |
| 19 Jan 2011 |
outperform |
375 (from 430) |
270 |
CreditSuisse Report |
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Reports.DesiStockResearch.com |
|
sobha (CreditSuisse) 3Q11: Steady progress in bookings, margins improve |
| Date |
Rating |
Target Price |
Recommendation Price |
Broker house |
| 19 Jan 2011 |
outperform |
375 |
277 |
CreditSuisse Report |
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Reports.DesiStockResearch.com |
