TRENDS
Zensar Q2: Rally likely to pause
Demand environment is still challenging, and the company expects Q3 to be soft
BUSINESS
KVB Q2 FY24: Valuation remains top draw
An expansion in the RoA is possible in the medium term
BUSINESS
Infosys Q2 FY24 – Decent quarter marred by weak guidance
As FY25 promises to be good, the lowering of guidance for the current fiscal won’t have much impact on stock
BUSINESS
HCL Tech Q2 FY24 – Why a buy idea now?
Encouraging outlook for second half, traction in margin, and record order inflows augur well for the company
BUSINESS
TCS Q2 FY24 – Buyback cushion amid tepid execution
Medium-term weakness is possible but the stock promises to reward investors via return of cash
BUSINESS
Zensar – Is the stock reflecting excessive optimism?
Margins to moderate but growth potential high, given the small size of the company
BUSINESS
Is Q2 going to be another quarter of disappointment for Indian IT players?
Macro uncertainty would continue to impact performance of most large IT service players
BUSINESS
Is Manappuram Finance a sound bet for risk-takers?
Valuation undemanding, but the improvement in the company’s earnings to be incremental
BUSINESS
Ujjivan SFB: Is the current consolidation an opportunity to go long?
In addition to the positive outlook on growth, margin and moderating credit costs, the bank has seen stable operating expenses
TRENDS
IPO Watch: Should investors embark on this Yatra?
The travel service provider’s margin trajectory doesn’t look exciting
BUSINESS
Yes Bank – Why investors should exercise caution after the recent rally
An improvement in the RoA of the bank, if at all, will be a long-drawn affair
BUSINESS
Is there more juice left in the stock of Equitas Small Finance Bank?
A combination of strong earnings growth and potential for valuation rerating makes it a good long-term candidate
BUSINESS
Muthoot Finance – Has it turned the corner?
Growth may resume but it will be accompanied with lower return ratios and a modest earnings trajectory
BUSINESS
Kotak Mahindra Bank: What life after Uday Kotak means for shareholders
As the principal shareholder of the bank, Uday Kotak will try to ensure a rewarding journey for himself and shareholders
BUSINESS
Meet this Mr Consistent that deserves a place in any long-term portfolio
There are multiple factors that will drive this NBFC’s growth going forward
BUSINESS
Can this multi-bagger continue to pack a surprise?
Earnings traction likely to remain strong on the back of expanding market, gains in market share, and an uptick in margins
BUSINESS
EaseMyTrip – Growth comes at profitability expense as competition hots up
Balance sheet is likely to worsen and sustaining premium valuation may remain a challenge
TRENDS
IRCTC Q1 FY24: Why not the right stock to play the travel boom
The declining share of high-margin internet ticketing is likely to suppress earnings
BUSINESS
RateGain continues to cruise fast
The earnings trajectory of the company to remain robust
BUSINESS
Control Print: A stock for the long term, buyback the near-term sweetener
With recovery gathering momentum, top line and margin are expected to gain traction
BUSINESS
Tech Mahindra Q1 FY24 – A complete washout
The earnings trajectory for the coming two years is going to remain uninspiring, making the valuation heady
BUSINESS
AU SFB Q1 FY24: Can it continue to command a premium valuation?
Given the RoA trajectory that is now on a par with most large private banks, there is risk to the bank’s premium valuation
BUSINESS
Kotak Mahindra Bank Q1 FY24: Deposit push yielding results
The bank reported a steady performance. However, we see the management transition as a near-term overhang and maintain a neutral stance on the stock.
BUSINESS
Coforge Q1 FY24 – Why the premium valuation will sustain
Deal flow momentum and order backlog offer visibility to future growth potential for this IT firm
