Ashwani Gujral of ashwanigujral.com recommends buying Britannia Industries, Petronet LNG, Vedanta, Coromandel International and TVS Motor Company.
Infosys will consider buyback on August 19. Watch accompanying video of CNBC-TV18’s Varinder Bansal for more details.
The announcement comes close on the heels of the completion of a Rs 16,000 crore share buyback by rival Tata Consultancy Services (TCS).
Infosys co-chairman Ravi Venkatesan opens up on all issues that have dogged the company recently.
According to Mitessh Thakkar of mitesshthakkar.com, one can buy Hero MotoCorp, Infosys and Tata Global Beverage and can sell Mahindra and Mahindra and Power Finance Corporation.
Pai on August 11 had pitched for Murthy's return as Chairman Emeritus, saying the move would improve its brand and assure investors about adherence to high corporate governance standards.
Chandan Taparia of Motilal Oswal Securities suggests buying Infosys while Bank of Baroda looks weak and advises buying 145 Put in the stock.
"The fact that we are talking of using big data is not just some technical mumbo-jumbo, it is actually creating a cycle of investment and growth for India's small businesses, which will lead to economic growth and jobs," he told reporters at an event organised by CII here.
FIIs add HDFC Bank and ICICI Bank, but sell Infosys.
Time to judge Vishal Sikka on a quarterly basis as the experiment to bring in an outsider to run the Infosys has failed, ICAN Investment Advisors chairman Anil Singhvi tells Moneycontrol.
The new proposal gives preference to the job-creators and professionals who have for too long taken a back seat in the debates about an immigration reform, says the author.
Murthy, who was chairman of the company till 2014 and still holds 3.44 per cent stake (along with family members), had asked the full report by Gibson Dunn & Crutcher to be made public.
In the last few months, the country's second largest software firm, has seen a number of senior-level executives resigning. They include Anirban Dey (Global head and chief business officer of Edge products), Yusuf Bashir (MD, Infosys Innovation Fund) and Ritika Suri (executive vice-president).
The acquisition is expected to close during the July- September 2018 quarter, subject to customary closing conditions, Infosys said in a statement.
The company said it does not plan to make the report public, according to Business Standard.
The acquisition is expected to be sealed during the second quarter of the current fiscal, subject to customary closing conditions.
Vishal Sikka was appointed in chief executive officer and managing director in April 2014 to head the Bengaluru-based IT software giant.
Ashwani Gujral of ashwanigujral.com is of the view that one can buy Emami, Apollo Tyres and NTPC and can sell Union Bank of India and Infosys.
Since 2014, when Vishal Sikka took over the company, 10 top executives have quit the company.
The company is yet to see any impact of Brexit on tech spends and is witnessing a broad-based growth across sectors in Europe, a market that accounts for over 22 per cent of its revenues.
"There is a huge opportunity to use advances in digital and machine learning - and all these areas. Infosys should be ten times as large as we are if only we can execute well," he said.
Barring TCS and HUL, rest eight companies, including Reliance Industries Ltd (RIL), ITC, SBI and Maruti Suzuki, saw a rise in their market capitalisation (m-cap) for the week ended Friday.
Venkatesan stated this when asked if he sees Sikka turning things around for Infosys or turning his back on the company for failing to retain high-profile executives.
Bashir had made 12 startup investments, catering to the aim of the company CEO Vishal Sikka to build tech innovation and get more clients under its fold.
Venkatesan was responding to a query whether the company would prefer to see Murthy, who has been flagging falling corporate governance standards, as shareholder activist or a well-wisher.