BUSINESS
How costly are the markets going into the interim Budget 2024?
Market valuation looks reasonable and earnings growth is trending higher
BUSINESS
Is AU Small Finance Bank a good buy, post the steep fall?
An uptick in the RoA will be gradual as the bank continues to invest for the future
BUSINESS
Mas Financial Q3 FY24 – A steady long-term compounder
Mas Financial is a consistent performer and is poised to deliver a predictable long-term return
TRENDS
Tech Mahindra Q3 FY24 – A mixed bag, staring at a reset with the ongoing restructuring
Restructuring aims to maximise revenues, improve margins, and create a future-ready organisation
BUSINESS
Axis Bank Q3 FY24 – Steady amid mounting deposit challenges
Scope for near-term RoA expansion looks limited though long-term story intact
BUSINESS
Persistent Systems Q3 FY24 – Industry-leading performance at a steep valuation
Given the traction in order inflows, the company is confident of growing in the leaders quadrant
BUSINESS
Kotak Mahindra Bank Q3 FY24: quarterly one-offs do not take away the long-term story
The group is present across the entire gamut of financial services and a sizeable promoter stake lends huge comfort
BUSINESS
IndusInd Bank Q3 FY24: A mixed bag
Deposits becoming more granular, loan growth is strong, but steep increase in slippage to NPA
TRENDS
LTI Mindtree Q3 FY24 – quarter marred by seasonality
Though order booking is strong, an uptick in margins will take more time than expected
BUSINESS
Federal Bank Q3 FY24 – Valuation remains a draw
RoA expansion to be challenging though earnings growth is likely to be decent
BUSINESS
Fedbank Financial – a play on steady earnings matrix
The company is consciously pivoting the book towards high-yielding products
BUSINESS
HCL Tech Q3FY24 – a show of strength
The IT stock should perform on a par with the earnings growth
TRENDS
Wipro Q3 FY24 – Why the valuation discount to peers could narrow
Next financial year likely to see an earnings uptick, helping to narrow the valuation gap with peers
BUSINESS
Infosys Q3 FY24 – Is it a value buy now?
Order bookings impart improved visibility for FY25 and earnings growth expected to be in mid-teens
BUSINESS
TCS Q3 FY24 – Does good execution make it a 'buy'?
Earnings growth to be in mid-teens and there is headroom for margin improvement
TRENDS
Will Persistent Systems remain the winner in 2024?
There are several positives, but stock valuation warrants patience
BUSINESS
Ujjivan SFB – Is there headroom for more gains?
Performance preview indicates benign asset quality and a higher share of secured loans
BUSINESS
Markets in 2024 – the year of the bear or the bull?
Potential earnings growth holds out hope that bulls will hold sway
BUSINESS
Why this NBFC is an ideal bull market stock?
There are near-term tailwinds for the gold loan business, while non-gold is doing the heavy-lifting
BUSINESS
Does Fedbank Financial deserve a place in the long-term portfolio?
Credit growth is expected to be strong and there is stability in margin and credit cost
TRENDS
Have Indian IT stocks rallied way ahead of fundamentals?
Accenture earnings report flags the pockets of concern, going forward
BUSINESS
Nifty at 21k – time to buy more or book the gains?
We expect calendar 2024 to be an eventful but volatile year, that should give investors ample opportunity to buy the lows
BUSINESS
Das's speech adds cheer to market that's scaled Mount 21k
While the Nifty’s ascent to 21000 calls for a celebration, the RBI Governor’s speech has already delivered an icing for the party cake
BUSINESS
Coforge: Why are we revisiting our top mid-cap IT pick despite its out-performance?
Meaningful opportunities in areas of digital transformation, product innovation, legacy modernisation, and cloud migration
