TRENDS
VIP Industries – Can it retain its numero uno position, post pandemic?
While its listed peer has a robust model to withstand near-term down trading, VIP with a complete product range across price points, is ideally positioned to reap the fruits of a complete recovery. Thus any weakness should be used to gradually add this stock for the long term.
TRENDS
Zensar – A high risk bet for the patient investor
While the upside in Zensar may be meaningful, it is uncertain and warrants patience. However, the valuation discount makes it a worthy bet for the risk taker
BUSINESS
Mas Financial – Time to add a good business in a soft patch?
With the lacklustre performance of the stock, the valuation has corrected to a level that prevailed at the time of its IPO in 2017. The coming weak period of Mas Financial is an opportunity for long-term investors to add the stock
BUSINESS
Safari – Why the coming weak phase is the best time to add this stock
The long-term macro drivers are in place for Safari despite the temporary disruption
BUSINESS
Herd Immunity Part 2: Is the race a sprint or a marathon?
In terms of Fauci’s estimated threshold (70 percent) for herd immunity, India might reach that goal by mid-November.
TRENDS
Herd Immunity Part 1: Why the markets are not feeling the pain of the second wave
With markets making a wild swing from despondency to euphoria last year, investors do not want to miss a recovery rally this time around and are exercising patience in the hope of a better second half
BUSINESS
Happiest Minds – Can it run more after the stellar rally?
We would recommend booking the gains in Happiest Minds and adding the stock on decline in a volatile market.
BUSINESS
L&T Infotech: Why we sense an opportunity in the current weakness
While the valuation will appear to be optically expensive, investors should use the current weakness to buy into a growth play like L&T Infotech to ride the multi-year technology upcycle
BUSINESS
Why Coforge is our favourite midcap IT pick
Coforge's valuation offers an upside and investors should consider adding the stock in every decline
BUSINESS
Weekly Tactical Pick | Goldiam International
Improving key market macros and growth initiatives make Goldiam International a good bet
BUSINESS
RBL Bank – Risk takers’ stock to play post-COVID recovery
The stock of RBL Bank is reasonably valued from a long-term perspective should investors have the risk appetite to ride the interim volatility
BUSINESS
Kotak Bank – One of the best core portfolio stocks despite all the noise
Kotak Bank is a must own portfolio stock, which will deliver steady returns backed by a predictable earnings growth
BUSINESS
Yes Bank Q4: Why saying yes may be premature
While Yes Bank has survived a collapse, it is yet not ready to flourish
BUSINESS
Why this safe but steady compounding idea from the midcap space deserves attention
Given Control Print's promising medium- to long-term outlook, the valuation is extremely undemanding
BUSINESS
Axis Bank: Relatively better placed to face the COVID second wave?
With superior quality of earnings, once growth resumes, it is only a matter of time before the valuation multiple of Axis Bank rerates
BUSINESS
HCL Tech: Why is it a long-term buy despite a soft quarter?
While we see some stock softness, the same provides an ideal opportunity for long-term investors, especially since the downside appears limited, given HCL Tech’s valuation discount to peers
TRENDS
Mindtree – Can it maintain its winning streak?
Mindree remains a winner for the long term, investors may like to take the profit on our tactical call and re-enter, should the stock correct because of market consolidation
BUSINESS
Can Equitas continue to outperform its peers?
Existing investors of Equitas SFB should pocket the gains and wait on the sidelines for a more meaningful correction to take hold
BUSINESS
IndusInd Bank – Will asset quality match the strong business growth indicated in the update?
With an undemanding valuation at 1.5X FY22e adjusted book, we see more re-rating ahead for IndusInd Bank
BUSINESS
Federal Bank – Is there room for re-rating amid the Covid scare?
We find comfort in the current valuation of Federal Bank at 1X FY22e adjusted book, which is at a discount to peers and could improve as asset quality concerns abate and growth returns
BUSINESS
Why AU Small Finance Bank will continue to command a premium
Given the strong highway of growth ahead, any weakness due to volatility in the broad market is an opportunity to add AU for the long term
BUSINESS
Suryoday’s poor listing isn’t a surprise, but is it worth at this price?
The near-term weakness is an opportunity to gradually add Suryoday for the long term
BUSINESS
Why we feel Shriram Transport can re-rate
Despite the rally, we feel as earnings gain traction, the stock of Shriram Transport can gradually re-rate. Investors should use the current weak phase to gradually accumulate the stock.
BUSINESS
Is it time for retail investors to board EaseMyTrip flight, post tepid listing?
The stock of EaseMy Trip is best avoided till correction brings it down to a more enticing level and the company proves its credibility with consistent future performance
