Moneycontrol PRO
you are here: HomeAuthor

Madhuchanda Dey

Head Research

Moneycontrol

L&T Infotech – what after its lifetime high?

BUSINESS

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

BUSINESS

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

BUSINESS

Wipro – A steady quarter amid strong demand, tight supply

We would recommend adding Wipro

Mindtree – A blowout quarter

BUSINESS

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

BUSINESS

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?

BUSINESS

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?

BUSINESS

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?

BUSINESS

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

BUSINESS

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?

BUSINESS

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?

BUSINESS

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?

BUSINESS

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

BUSINESS

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?

BUSINESS

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?

BUSINESS

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?

BUSINESS

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?

BUSINESS

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

BUSINESS

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?

BUSINESS

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?

BUSINESS

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

BUSINESS

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

BUSINESS

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?

BUSINESS

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

BUSINESS

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

Sections
ISO 27001 - BSI Assurance Mark