TRENDS
Persistent Systems Q4 FY24 – Why we like everything except the valuation
The near-term focus is on growth while margin is likely to improve on better demand, going forward
BUSINESS
Wipro Q4: Can investors repose faith in the new CEO’s execution focus?
Should the new CEO deliver, a gradual uptick in earnings can rerate the stock
BUSINESS
MC Pro Quick Take | Wipro Q4: In-line execution, better margin, but near-term outlook muted
Wipro's in-line execution and bookings and surprise on margin stood somewhat negated by a soft near-term guidance
BUSINESS
Infosys Q4 FY24: Disappointing quarter, attractive valuation
Despite a weak quarter and a tepid guidance, the order bookings make us optimistic about a gradual revival in FY25, especially if the discretionary spending environment looks up
BUSINESS
MC Pro Quick Take | Infosys Q4 FY24: Disappointment continues except for strong order bookings
Order inflows continued to remain strong and was the lone redeeming feature of the earnings report
BUSINESS
Capital Small Finance Bank: Is it worthy of attention after correction?
There are a few strong investment rationales that make us revisit the investment case of Capital SFB now
BUSINESS
TCS Q4 FY24 – Who should look to buy TCS now?
Earnings report better than expected on margin gains and order inflows
BUSINESS
Weekly Tactical Pick – Why this IT major’s valuation is a draw
The company is reporting steady order inflows and operating margin appears to have bottomed
BUSINESS
How far can a buyer go to bag Yes Bank?
The key draw for any acquirer is the banking licence and the deposit franchise
BUSINESS
Can the recast in top management rerate Wipro?
As the macro situation in the US improves, the stock could see a narrowing of the valuation gap if the new CEO can stabilise the rocking boat.
BUSINESS
When will India see the much-awaited rate action in 2024?
The timing will depend on the Fed action along with the Lok Sabha election results and the monsoon performance
TRENDS
VIP Industries: Has the recent rally capped the upside?
With a new management in place, the company is gearing up to regain market share riding on the strong demand for luggage
BUSINESS
What kind of returns should investors expect from Indian equities in FY25?
The key events that will shape the market trend are the outcomes of the Indian and the US elections, along with the stance of global central banks
BUSINESS
Karur Vysya Bank — Is more juice left in the rally?
Deposits to dictate loan growth, going forward
TRENDS
Zensar– Why it deserves long-term attention from investors now
With decent progress on order inflows, the company’s revenue trajectory is set to look up
TRENDS
Accenture disappoints – Are Indian IT players better-off?
Higher FII inflow, along with a better demand outlook for IT services, may set the stage for brighter days for the sector in the second half of FY25
TRENDS
Coforge: Why the stock consolidation presents a long-term opportunity
Growth is strong amid challenges, order inflows are robust, and margin is rising
BUSINESS
Equitas Small Finance Bank – Is there an opportunity in the underperformance?
The stock price will be driven by the twin engines of earnings and possible valuation rerating
BUSINESS
Fedbank Financial – Why the time has come to look at this stock
Valuation turning attractive for a decent RoA
BUSINESS
Ujjivan SFB: Why the recent underperformance calls for attention
Valuation looks attractive in the context of high RoA
BUSINESS
Esaf Small Finance Bank – Is it an opportunity as the stock price gets back to the IPO level?
Because of the predominance of microfinance, asset quality has worsened
BUSINESS
Control Print: Why it's a portfolio stock for the long term
With economic recovery gathering momentum, top line would gain traction and margins should be stable
BUSINESS
Manappuram Finance: Who should own this stock?
Proposed microfinance IPO and reasonable valuation could be a big draw for risk-takers
BUSINESS
Muthoot Finance – Why it will remain a modest performer with little fireworks
Margin gain unlikely in principal gold loan business and non-gold businesses will entail higher credit cost
