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
COMPANIES-2
AU Small Finance Bank -- Why this stock can’t be missed
AU Small Finance Bank has a comfortable capital position with capital adequacy ratio of 19.5 percent.
BUSINESS
Why the cheapest IT stock deserves a closer look
Given the unprecedentedly strong demand, and the waning supply issues for the industry as a whole, we see a margin of safety for long-term investors
STOCKS
Axis-Citi deal: A leap of faith to fulfil growth aspirations
The acquisition, if all goes well, adds a feather to its cap. We see Axis Bank gradually narrowing its valuation discount to its private peers as it executes its growth strategy with prudence.
BUSINESS
Yellow metal in the spotlight, should you look at gold-financing NBFCs?
While the performance of Muthoot has been subdued and Manappuram disappointing, we have reasons to believe that Muthoot being primarily gold financing entity, should reap the benefits of rising gold prices and rural recovery
BUSINESS
Scared by market volatility? Here's how to make the most of it in 2022
Savvy investors should look out for the lows and add systemically and not fret and panic. Similarly, it makes immense sense to take profits at the upper end of the range in these highly volatile markets.
BUSINESS
Happiest Minds – Is it time for a fresh dose of happiness?
While Happiest Minds is in a sweet spot with its expertise in digital and marquee clientele and offers great earnings visibility, the valuation is not at a discount to global peers. Investors should use the market volatility to add the stock from a medium-term perspective
BUSINESS
How close or far is the bottom of this market?
Long-term investors should have a staggered approach to invest in this market (preferably the index or large cap/blue chip) — in three or four tranches with the tacit historical assurance that the market always finds a bottom at the parity point
BUSINESS
Investors got to pack these luggage stocks in their portfolios. Why?
Any near-term soft patch, therefore, may be a great opportunity to add these luggage companies to the portfolio
BUSINESS
Russia-Ukraine conflict: What stock market investors need to know when there is blood on the Street
War presents a unique opportunity to buy quality cheap and smart investors got to be greedy when others are fearful
BUSINESS
Easy Trip Planners – Is it the right stock to add in this choppy market?
In the absence of a multiple rerating, the annual stock return of Easy Trip Planners should at least mimic earnings growth. Inorganic moves and the strategy to become a holistic travel solution company with end-to-end offering remain the potential long-term triggers
BUSINESS
Control Print – a high quality mid-cap to add amid market volatility
Given the promising medium- to long-term outlook, the valuation of Control Print is extremely undemanding
