BUSINESS
Why Coforge is a quality IT name to add
Coforge’s earnings story is strong and, time and again, it has shown its ability to carefully navigate challenges
BUSINESS
IRCTC Q3 FY23: Why not the right stock to ride the boom in the travel sector
The stock has corrected significantly and could offer a trading upside, although we remain convinced that IRCTC is not the right play to capture the unprecedented boom in the sector
BUSINESS
RateGain – What’s next after the recent outperformance?
RateGain has a cash-rich balance sheet to support M&A and several of its products are yet to be fully sweated, providing ample growth opportunities amid a boom in travel and tourism sector
BUSINESS
Safari Q3 FY23 — Why this stock will continue to outperform
The margin gains are more structural and the overall macro tailwinds will support Safari’s growth trip
BUSINESS
Easy Trip Q3 FY23 — Well placed to make the most of the good times
Earnings of Easy Trip Planners to grow, driven by sector growth, diversification into non-airline ticketing, foray into international geographies, and meaningful acquisitions
BUSINESS
Key takeaway from Budget 2023 – Simplicity
The focus is on higher capital expenditure and fiscal consolidation
BUSINESS
Tech Mahindra Q3 FY23: Tepid execution, cautious commentary; better to avoid
Tentative demand environment and cautious management commentary cast doubt on meaningful margin gains
BUSINESS
Can Budget 2023 lend a smile to sulking markets?
The key factor to be keenly watched is how best the government manages to stay on the fiscal consolidation path while spurring demand and boosting growth
BUSINESS
VIP Industries Q3 FY23: Why this core portfolio stock needs to be on your radar
VIP's own-manufacturing strategy is positive for margins and the stock valuation is at a discount to the consumer universe
BUSINESS
Why this old private sector bank can re-rate further
With a granular deposit base and robust growth in advances, Karur Vysya Bank’s earnings trajectory is set to gain further traction
BUSINESS
Axis Bank Q3 FY23 – Can it close the valuation gap with private peers?
Earnings growth trajectory likely to remain strong for Axis Bank, aided by improving macro and rapid market share gains
BUSINESS
Kotak Mahindra Bank Q3 FY23 – Why the below-par show should reverse
The growth trajectory of Kotak Mahindra Bank looks decent on the back of a comfortable capital position, right asset mix, strong margin, and market share gains
BUSINESS
Why an emphatic 'no' to Yes Bank?
The task of expanding the RoA for Yes Bank will be arduous because of subdued growth, modest margin, and sticky costs
BUSINESS
AU SFB: Can the underperformance reverse?
Growth is unlikely to slacken at AU as long as the macro remains positive and the valuation looks relatively attractive
BUSINESS
IndusInd Bank Q3 — Steady quarter with great earnings outlook
Growth, along with with steady margin, stable cost matrix, and benign credit cost should support further expansion in the RoA for IndusInd Bank
BUSINESS
Will the Indian markets rally, post Budget 2023?
Market valuation in absolute sense is not too expensive compared to past budget periods
BUSINESS
Federal Bank Q3 FY23: Picture-perfect earnings, more re-rating awaited
With most parameters looking solid, the expansion in the RoA should continue for Federal Bank
TRENDS
Better be cautious on Wipro after Q3 FY23
The disconnect between order flows and execution is baffling; one should wait for performance to catch up before turning constructive
TRENDS
HCL Tech Q3 FY23 – All-round strong show
HCL Tech remains positive on tech spends of clients and their compulsion to continue with digital transformation and cloud adoption
BUSINESS
Infosys Q3 FY23 – Should you buy the growth leader in large cap?
Investors should judiciously capitalise on market correction to go long on Infosys
BUSINESS
More gain in store for the RateGain stock?
The acquisition of Adara a big plus for RateGain, but investors should look for a better entry point, given the current gyration in technology stocks
BUSINESS
TCS – What should investors do after a decent Q3?
The next financial year is likely to be softer though the medium- to long-term outlook for the company remains positive
BUSINESS
Is feeble deposit growth a thing of the past?
Though lower than the credit growth, deposits have picked up in recent times; key factor to monitor is the effect of the revision in deposit rates on bank margins
BUSINESS
Why there's enough room for this small finance bank to rerate further
Management continuity, robust liability profile, and a de-risked asset book position Equitas SFB ideally for the economic upturn
