L&T Infotech – what after its lifetime high?
While the valuation appears to be optically expensive, the stock of L&T Infotech could continue to outperform should it deliver industry-leading growth.
HCL Tech – Why the margin of safety is so high
While products and platform business remain a joker in the pack, the undemanding valuation of HCL Tech, relative to peers, offers a great margin of comfort
Wipro – A steady quarter amid strong demand, tight supply
We would recommend adding Wipro
Mindtree – A blowout quarter
While the valuation looks heady post the rally, we see a prosperous road ahead that makes Mindtree a buy on every correction
Infosys – A strong quarter of execution undeterred by supply challenges
We see a strong highway of growth and recommend adding Infosys in every decline
A soft quarter for TCS — Avoid or add?
A stock correction in TCS presents an ideal opportunity to go long
Large-cap IT stocks are now a big pull for investors. Why?
The huge valuation discount is a definite draw for large-cap IT stocks that investors should not ignore
Has Equitas SFB turned the corner?
As the situation on the ground improves, we expect the stock of Equitas SFB to gradually rerate
Stellar show, still Persistent can re-rate. This is why
Since Persistent is competing with some of the leading pure play digital names and matching them on growth, a long-term valuation catch-up with global peers is possible
M&M Finance picks up the pieces, any more upside building?
While the stock of M&M Finance has moved up from its nadir, there is an upside, should the journey going forward is of growth and reduction in asset quality pain
Should you go with Manappuram Finance after its lacklustre show?
Despite the troubled past of Manappuram, the improving macro and the huge valuation discount to peer Muthoot Finance warrant attention
Happiest Minds – One year journey of happiness, more ahead for investors?
The stupendous gains in Happiest Minds should be booked and return expectations should be tempered, going forward
Why Zensar offers margin of safety despite its outperformance
We expect Zensar’s valuation discount to mid-cap players to gradually narrow
What to do with Coforge after the stellar run?
Given the tightness in the labour market and the sharp run-up in the stock, we would recommend booking profits in Coforge at the current elevated valuation
Ujjivan SFB – What's next after the big fall?
Ujjivan SFB is a stock capable of spinning positive surprise in the medium term – but meant for the risk takers till clarity emerges post Q2FY22 earnings
AU SFB – Does this tough phase offer investors room to play?
No better time than this to start a gradual accumulation of AU SFB
Will the Bank Nifty have the last laugh?
The stage is set for the Bank Nifty catching up, albeit with some gyrations. Investors could well participate in the last leg of the rally riding on the Bank Nifty
IRCTC -- Why this opportunity is much beyond the near-term revenge travel
IRCTC's unique offering of several promising businesses under one umbrella would continue to enjoy a 'scarcity premium', which is difficult to quantify
Is this the right stock to ride the post-pandemic revenge travel?
Despite its expensive valuation that factors in the differentiated model and superior execution, we feel that EaseMy Trip stands to benefit from post-pandemic revenge travel as well as industry consolidation
Mid and small caps turn wobbly: Is it time to exit or enter?
The small and mid-cap space offers a plethora of opportunities, but it’s time to separate the men from the boys
Why Mas Financial is a great long-term buy now
With the lacklustre performance of the stock, the valuation of Mas Financial has corrected to a level that was prevailing at the time of its IPO in 2017. We feel this is a great opportunity for long-term investors
Weekly Tactical Pick | Control Print
Long-term outlook for Control Print remains positive, valuation quite undemanding
Revenge travel is back – Which luggage stock to bet on?
Both VIP and Safari remain excellent core discretionary consumption plays for the long term
Why this gold financing company deserves a place in the portfolio
Muthoot showed resilience in its principal business and the momentum is likely to return with the resumption of economic activities
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