Buy: Positive 3Q17 earnings surprise, unlike its peers Reduce: Q4 preview – growth momentum to moderate 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: E-commerce giant taking market share Hold: Growth in enterprise offsets other headwinds 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