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
BUSINESS
Esaf Small Finance Bank – Any more upside beyond listing gains?
RoA could improve, narrowing the valuation discount with peers
BUSINESS
Fedfina IPO: why its size is a good fit
Strong growth outlook leaves some price upside post the listing
BUSINESS
V-Guard Q2: Margin expansion led growth in Q2, outlook for H2 bright
VIL’s growth trajectory looks promising on the back of its financial track record, geographical diversification strategy, and competitive market positioning.
TRENDS
Should investors look at luggage stocks to ride travel and wedding tailwinds?
While Safari is making the most of the opportunities, VIP remains in a weak spot
BUSINESS
EaseMyTrip – Time to take this flight?
Strategic shift with sole focus on profitability
BUSINESS
Muthoot Finance Q2: The best is certainly behind
Pressure of competition from banks is discernible
BUSINESS
IRCTC Q2 FY24: Why board a slow train?
Limited growth opportunity in high-margin Internet ticketing
BUSINESS
Mas Financial Q2 FY24 – Why we see a decent upside
Good growth in the loan book, interest margin stable, and asset quality pristine
BUSINESS
Esaf Small Finance Bank: What does this IPO offer for investors?
There’s room for listing gains, but the loan book remains predominantly unsecured and and the SFB is regionally focussed
BUSINESS
AU SFB Q2 FY24 – How should investors look at the Fincare SFB acquisition?
A tilt towards high-yielding unsecured lending in the build-up phase of the bank needs careful monitoring
BUSINESS
RateGain Q2 FY24 – Gaining more strength
Order booking and outlook point to a strong earnings trajectory ahead
TRENDS
Tech Mahindra Q2 FY24: Weakness continues, hints at a promising FY25
A turnaround hinges on the execution and efficiency of the restructuring of the business
BUSINESS
Axis Bank Q2 FY24 – Decent quarter amid deposit challenges
Levers for medium term RoA improvement in place
BUSINESS
Kotak Mahindra Bank Q2 FY24 – Why the underperformance should reverse
The appointment of a new CEO removes the cloud over leadership change
