Buy: 2Q FY18 – Robust results; but largely expected Buy: Novelis 2QFY18 – records are meant to be broken Sept Q - Gravity weighs on stock, but not on fundamentals Buy: Strong outlook; management spurring growth Buy: E-commerce giant taking market share Buy: UT guides for continued volume growth in 2018 Short-term concerns look priced in;Buy on long-term visibility Buy: Solid improvement in fundamentals An in-line quarter Upgrade to Buy: Value emerges for dual growth engines