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
TRENDS
Infosys Q1 FY24 – Can investors keep faith after repeated disappointments?
With healthy cash generation and steady growth, Infosys remains a decent dividend-yield play
BUSINESS
IndusInd Bank Q1 FY24: Can the stock rerate further?
The bank is adequately capitalised and has multiple levers to improve lending yield without compromising on asset quality
BUSINESS
KVB Q1 FY24: What next after the recent winning streak?
RoA may be capped in the near term on the back of margin weakness and a likely rise in cost to get the deposit profile right
TRENDS
LTIMindtree exudes cautious optimism
The company is ready to make the most of the multi-year technology spending opportunity
BUSINESS
Federal Bank Q1 FY24 – A weak quarter doesn’t change the long-term investment case
Growth with stable margin and benign credit cost should support the expansion in RoA
BUSINESS
Wipro Q1 FY24 – Will the stock’s long underperformance reverse?
Valuation is fast approaching the pre-pandemic level
TRENDS
TCS Q1 FY24 – Macro impact dents show, near-term outlook cloudy
Contrary to the expectations of normalisation in the second half of FY24, the company management remains non-committal on the timing of recovery
BUSINESS
HCL Tech Q1 – All-round disappointment
Achieving revenue and margin guidance will be a tall ask for the company
