BUSINESS
Nifty at record highs – Time to stay put or take the gains?
India is a fundamentally strong long-term growth story. Therefore, every opportunity should be used to buy on decline and not sell on rally
BUSINESS
AU SFB – A great long-term bet despite the stock’s lacklustre show
Given the bank’s hunger for growth with quality, earnings growth is likely to be steady in the next five years
BUSINESS
RateGain Travel Technologies: Why this SaaS player looks interesting amid market weakness
For RateGain, sectoral tailwinds are strong and the company is geared to maximise this opportunity with its own suite of products and possible addition through the inorganic route
BUSINESS
Safari – What after the huge outperformance?
The consistent financial performance and strong sector tailwinds make Safari a very interesting bet for the long term
BUSINESS
IRCTC Q2 FY23: Why this train ride may get boring for investors
While we continue to like the travel and tourism sector, IRCTC’s earnings trajectory beyond FY23 is unexciting. Hence, investors can board this train only if there is a meaningful correction in the stock price.
BUSINESS
Ease My Trip Q2 FY23 – Sector tailwinds versus competitive intensity?
While competition is increasing, the travel & tourism market is also growing, making Ease My Trip a long-term survivor
BUSINESS
Muthoot Finance: Why it is a long-term sell
If the gold-loan company tries to recoup growth, it will come at the cost of margin, given the competitive intensity
BUSINESS
Mas Financial Q2 FY23: Stellar run; is the rerating over?
While tactically it makes sense to book gains in Mas Financial after such a sharp run-up, investors should look to add the stock on declines for the long term
BUSINESS
Tech Mahindra Q2 – Can the margin beat be the reason to buy the stock?
The IT company lags larger peers in growth as well as margin. A few more quarters of soft performance is not ruled out, given the challenging macro scenario
BUSINESS
Control Print: What the soft patch means for investors
The medium-term prospects for Control Print look good as multiple levers will fuel its growth
BUSINESS
VIP Industries Q2: Why a must have stock in the shopping bag
The growth trajectory is bright for organised luggage-makers like VIP with multiple demand drivers
BUSINESS
Kotak Mahindra Bank Q2 FY23 – Why a stock to add on decline
With adequate capital, right asset mix, and headroom to add high-yielding assets, Kotak Bank has a decent growth trajectory despite challenges on the deposit front
BUSINESS
Axis Bank’s Q2 FY23 rings in early Diwali, rerating ahead
The stock of Axis Bank trades at a significant discount to its larger private sector peers and we see enough headroom for rerating
BUSINESS
IndusInd Bank Q2 — After a stellar run, can it rerate further?
The growth outlook of IndusInd Bank is strong and seen in this context, the valuation is still reasonable
BUSINESS
Federal Bank Q2 FY23: Firing on all cylinders, can it rerate further?
A steady expansion in RoA and a strong earnings trajectory for Federal Bank are reassuring
BUSINESS
Infosys Q2 FY23 – Why investors should exercise caution despite stellar numbers, buyback
The evolving macro challenges cloud the outlook for any IT service company, including Infosys
BUSINESS
Wipro Q2 FY23 – Why a deep correction in stock is not making us bullish
The weakness in consulting indicates that Wipro may not succeed in delivering industry-leading growth aspirations at least in the near to medium term
BUSINESS
HCL Tech — Stellar show in Q2 FY23 amid widespread macro concerns
HCL Tech has posted a stellar show in Q2FY23 and the strength of the service business of the IT company lends comfort
BUSINESS
TCS – Should you buy after the better Q2 FY23 show?
Near-term macro uncertainty could impact technology spending thereby affecting the fortunes of TCS, but the long-term story remains intact
BUSINESS
Muthoot Finance: Is the stock correction a reason to move in?
Growth versus margin remains a tough challenge for this primarily gold-loan company and hence more of a good trading bet than a long-term investment case
BUSINESS
When should you bottom-fish in a market where the end game is still unclear?
While the Indian market is gyrating, a meaningful correction should be an opportunity for long-term investors
BUSINESS
IT sector: Still to avoid or bottom-fish?
Valuation of IT stocks is now close to pre-pandemic levels, but investors have to be selective as recovery could be protracted
BUSINESS
Happiest Minds – When superb execution faces a hostile macro
In the long term, technology spending will go up but for now enterprises may tighten purse strings putting strain on Happiest Mind's valuation
BUSINESS
What does the credit growth figure tell us?
As banks strive to penetrate deeper, an analysis of credit data points to granularity of loans, de-risking of business models, and willingness to embrace technology in a big way
