BUSINESS
Mas Financial Q1 – Unique mix of quality, growth, and reasonable valuation
Mas Financial is set for a steady journey as asset quality remains solid amid an overall strong performance
BUSINESS
This SAAS player is in a sweet spot amid buoyancy in travel & tourism market
Strong sector tailwinds and limited impact of macro challenges make RateGain a good long-term bet
BUSINESS
EasyTrip Planners Q1 FY23: Riding the sector tailwinds
The annual stock return of EasyTrip Planners should mimic the earnings growth. We advise investors to go long on any weakness
BUSINESS
VIP Industries Q1: Making the most of a normal quarter
We feel the sector offers great potential and VIP is a strong player to ride the tailwinds
BUSINESS
Tech Mahindra – Margin nosedives, commentary positive
While the outlook remains good, the margin collapse in Tech Mahindra makes for lacklustre near-term earnings, and FY24, as of now, looks tentative
BUSINESS
Axis Bank Q1 FY23: The bank pivots for a profitable journey ahead
Long-term investors should focus on the decent earnings trajectory that lies ahead of Axis Bank
BUSINESS
Infosys Q1 FY23 — Good execution with cautious optimism
Investors should look to add the stock of Infosys on correction
BUSINESS
Persistent Q1 FY23 – Overall strong show with more order wins, confident outlook
In spite of the strong earnings growth of Persistent, the valuation premium partially captures the outlook. Any correction provides an opportunity to buy into a strong business
BUSINESS
Coforge puts up a strong Q1 show
Investors should watch out for weakness to add the stock of Coforge
BUSINESS
Kotak Mahindra Bank Q1 FY23 – Treasury losses mar steady show
Despite the not-so-perfect quarter, we see Kotak Bank, the conglomerate, as one of the best plays on the financialisation of savings in India. The volatility in the markets provides an opportunity to add the stock in the long-term portfolio
BUSINESS
IndusInd Bank Q1 – Steady trajectory with ample room to rerate
In the context of the growth outlook, the valuation of IndusInd Bank looks undemanding, leaving ample room for rerating.
BUSINESS
Wipro – Tepid quarter but outlook strong
While the correction in Wipro has rendered the valuation optically attractive, the earnings trajectory is modest and, should there be a macro-induced slowdown, valuation can touch pre-pandemic levels. Investors with moderate risk expectations could look at the stock in a soft market
BUSINESS
Why Federal Bank will continue to outperform
In view of the strong earnings outlook, we see immense value in the stock of Federal Bank that is still trading at a reasonable valuation
BUSINESS
L&T Infotech – Good start to the year
Given the challenging global macro scenario, investors of LTI should be prepared for a multiple de-rating to pre-pandemic levels
BUSINESS
Mindtree Q1 FY23 – A quarter of strong execution
Investors need to be prepared for a valuation multiple de-rating of Mindtree to pre-pandemic levels that points to a 16 percent downside for the stock from the current level
BUSINESS
HCL Tech Q1 FY23: Soft margin masks confidence
Given our comfort with the business, investors should look to add the stock of HCL Tech in the ensuing volatility
BUSINESS
Q1 FY23: What next for TCS investors after a soft quarter?
Should growth moderate on macro concerns, a de-rating of valuation multiple to pre-pandemic levels may not be ruled out for TCS
BUSINESS
This growth-leader mid-cap IT stock looks interesting post correction
With strong execution and an expected moderation in talent crunch, Persistent should see decent growth
BUSINESS
Why this attractively valued turnaround IT play merits a look
The significant correction in the stock price of Zensar has rendered the valuation extremely attractive
BUSINESS
Why this mid-cap IT stock now looks good after its underperformance
Thanks to the significant underperformance, the stock of Coforge is now reasonably valued and offers good risk-reward
BUSINESS
Ujjivan SFB: Why it offers deep value now
Given the strong earnings trajectory and undervaluation, we see a decent upside in the stock of Ujjivan SFB for long-term investors.
BUSINESS
This mid-sized bank is at a vantage point as rates rise. Why
We see immense scope for a valuation rerating of Federal Bank, given its undemanding valuation at 0.9x FY24 adjusted book. And the current volatility in the market presents a buying opportunity
BUSINESS
Should you take a look at this stock close to its 52-week low?
Equitas SFB should steadily accelerate growth in the coming quarters and is looking at achieving 2 percent RoA by FY23. While management change remains an overhang, investors with higher risk appetite could consider Equitas that is now available at a bargain valuation
BUSINESS
Why consider RateGain Travel Technologies now?
We advise investors to add the stock of RateGain gradually on decline as technology shares gyrate amid the global fight against inflation
