Here are the Top 4 Turnaround Ideas,
Oberoi Realty (OW): After a gap of four years, the company has started launching new projects. New launches have met with incredible
response with pre-sales in FY15/16 likely to be 3x of what it achieved in FY14.
Dish TV (OW): Subscriber addition growth for the company has picked up. Industry fundamentals have also improved as MSOs are looking to pass through rate hikes to end consumers
Sintex (NC): Revenue growth 9MF15 (+30%) has started to accelerate for the company. Prefab, custom molding and textile businesses are showing positive traction and outlook on monolithic construction is stable at the margin.
Cox and Kings (OW): The company has cut its net debt by half by divesting its camping asset and equity raising. India and Education
businesses remain on a strong footing wherein revenue growth will likely see acceleration going into FY16E.
Source - JP Morgan
