BUSINESS
IRCTC – Is this the right train to board as travel and tourism pick up?
IRCTC, in a way, is a very unique offering. If the government does not tinker with its monopoly position, it deserves a look and investors should add the stock in the event of a meaningful correction
BUSINESS
What ails Muthoot Finance despite stability in gold prices?
The current valuation of Muthoot Finance factors in the near-term challenges. In a highly volatile market, only long-term investors could slowly add the stock should it correct on market gyrations
EARNINGS
Easy Trip Planners Q4 – Little room for minor disappointment amid big outperformance
In the current volatile environment, we see near-term softness post a huge rally of Easy Trip Planners and investors should patiently wait for this to play out.
BUSINESS
Why this mid-cap with strong fundamentals, undemanding valuation deserves a look
Given the promising medium- to long-term outlook of Control Print, the valuation is extremely undemanding
BUSINESS
Karur Vysya Bank: Improvement continues, ripe for re-rating
The stock of Karur Vysya Bank offers immense upside because of a valuation rerating once the current market volatility gives way to stability
BUSINESS
Why investors should still avoid Manappuram Finance after its sharp correction
While the stock of Manappuram Finance prima facie offers value, we will wait for definitive signs of improvement, as we are more concerned about the company’s ability to stay ahead of competition
BUSINESS
Why the best is yet to come for luggage companies
Both these entities have strong balance sheets and we expect healthy earnings CAGR for VIP and Safari in the coming two years
BUSINESS
Is this the right time to bottom-fish?
Long-term investors should have a staggered approach to invest in this market
BUSINESS
Tech Mahindra – Attractively valued with a great outlook
The strong outlook along with an undemanding valuation makes Tech Mahindra one of the best large-cap bets to ride on the strong technology upcycle
BUSINESS
Mas Financial – Quality now backed by growth
The current valuation of Mas Financial, now at a steep discount to its IPO valuation, presents an opportunity for patient long-term investors
BUSINESS
Kotak Mahindra Bank Q4 – Asset quality back to pre-COVID level; growth accelerating
The current weakness in the markets provides an opportunity to add the stock of Kotak Mahindra Bank in the long-term portfolio
BUSINESS
Yes Bank Q4: Who should say yes?
Yes Bank is now ideal for an aggressive investor but certainly not for the risk-averse
BUSINESS
Wipro – Uninspiring guidance but an undemanding valuation
Given the rather undemanding relative valuation on the back of its recent underperformance, we see limited downside for the stock of Wipro
BUSINESS
IndusInd Bank Q4 – Why there is still headroom for rerating
In the context of the growth outlook, the valuation of IndusInd Bank looks undemanding, leaving room for re-rating
BUSINESS
Axis Bank Q4: NPA issues decisively behind, margin and RoE improvement eyed
Axis Bank is a long-term winner and any weakness presents a buying opportunity
BUSINESS
AU SFB – After the stock sparkle, comes a stellar quarterly show
We see AU Small Finance Bank as a long-term winner to be added on any decline
BUSINESS
HCL Tech – Weak, volatile product business mars an otherwise strong show
HCL Tech remains one of the cheapest large IT stocks and could be added gradually in a volatile market
BUSINESS
L&T Infotech – Weak quarter amid strong outlook
Despite LTI’s underperformance with respect to the IT index as well as the Nifty in the past three months, we see room for correction, given the weak quarterly show
BUSINESS
Can Mindtree flex its muscles again?
Mindtree, with its expertise in digital transformation, is clearly in a vantage position and is likely to deliver a very strong industry-leading growth in the coming years
BUSINESS
Equitas SFB – Is this the time to own the stock?
We see headroom for rerating as a meaningful earnings growth story unfolds for Equitas SFB in the coming quarters
BUSINESS
Infosys – Q4 soft, but outlook takes on shine
We expect the Infosys stock to correct in the near term. However, given the strong multi-year demand outlook, gradually easing supply, and the steady market share gains, it remains an excellent buy post correction
BUSINESS
TCS signs off FY22 on a high note. Better days ahead?
Stock returns of TCS should largely mimic mid-teen earnings growth
BUSINESS
Is Karur Vysya Bank on the cusp of rerating?
We see a meaningful acceleration in earnings in the coming quarters, riding on growth and lower credit cost on account of improvement in asset quality
BUSINESS
HDFC-HDFC Bank merger: The big gets bigger and better
The promoters of HDFC group have done the maths, and it is music to shareholders' ears that despite the regulatory costs, the merger would be earnings accretive for the merged entity HDFC Bank right from day one
