BUSINESS
Yes Bank — Is it in good shape to enter the long-term portfolio of investors?
Structural improvement in margins and earnings of Yes Bank will take time despite several near-term positives
BUSINESS
AU SFB – A long growth runway ahead
Earning trajectory of AU SFB looks good as the bank has adequate capital, right products and the technology backbone to take on competition
BUSINESS
Why investors can’t get excited about the huge correction in Zensar
Near-term weakness on several counts makes Zensar vulnerable
BUSINESS
Karur Vysya Bank: Is the rerating over or is it just the beginning?
Post a stellar Q1 FY23, the stock rallied by over 25 percent. Can it build the momentum?
BUSINESS
Here's a quality mid-cap to own for the long term
Given the promising outlook for Control Print, the valuation is quite attractive
BUSINESS
Safari – Taking off in style
Structural positives at play for Safari, earnings trajectory looks strong
BUSINESS
IRCTC – Why the upside may be limited despite the travel boom
Withdrawal of the 2S class and a slow earnings trajectory in future are potential risks
BUSINESS
Mas Financial Q1 – Unique mix of quality, growth, and reasonable valuation
Mas Financial is set for a steady journey as asset quality remains solid amid an overall strong performance
BUSINESS
This SAAS player is in a sweet spot amid buoyancy in travel & tourism market
Strong sector tailwinds and limited impact of macro challenges make RateGain a good long-term bet
BUSINESS
EasyTrip Planners Q1 FY23: Riding the sector tailwinds
The annual stock return of EasyTrip Planners should mimic the earnings growth. We advise investors to go long on any weakness
BUSINESS
VIP Industries Q1: Making the most of a normal quarter
We feel the sector offers great potential and VIP is a strong player to ride the tailwinds
BUSINESS
Tech Mahindra – Margin nosedives, commentary positive
While the outlook remains good, the margin collapse in Tech Mahindra makes for lacklustre near-term earnings, and FY24, as of now, looks tentative
BUSINESS
Axis Bank Q1 FY23: The bank pivots for a profitable journey ahead
Long-term investors should focus on the decent earnings trajectory that lies ahead of Axis Bank
BUSINESS
Infosys Q1 FY23 — Good execution with cautious optimism
Investors should look to add the stock of Infosys on correction
BUSINESS
Persistent Q1 FY23 – Overall strong show with more order wins, confident outlook
In spite of the strong earnings growth of Persistent, the valuation premium partially captures the outlook. Any correction provides an opportunity to buy into a strong business
BUSINESS
Coforge puts up a strong Q1 show
Investors should watch out for weakness to add the stock of Coforge
BUSINESS
Kotak Mahindra Bank Q1 FY23 – Treasury losses mar steady show
Despite the not-so-perfect quarter, we see Kotak Bank, the conglomerate, as one of the best plays on the financialisation of savings in India. The volatility in the markets provides an opportunity to add the stock in the long-term portfolio
BUSINESS
IndusInd Bank Q1 – Steady trajectory with ample room to rerate
In the context of the growth outlook, the valuation of IndusInd Bank looks undemanding, leaving ample room for rerating.
BUSINESS
Wipro – Tepid quarter but outlook strong
While the correction in Wipro has rendered the valuation optically attractive, the earnings trajectory is modest and, should there be a macro-induced slowdown, valuation can touch pre-pandemic levels. Investors with moderate risk expectations could look at the stock in a soft market
BUSINESS
Why Federal Bank will continue to outperform
In view of the strong earnings outlook, we see immense value in the stock of Federal Bank that is still trading at a reasonable valuation
BUSINESS
L&T Infotech – Good start to the year
Given the challenging global macro scenario, investors of LTI should be prepared for a multiple de-rating to pre-pandemic levels
BUSINESS
Mindtree Q1 FY23 – A quarter of strong execution
Investors need to be prepared for a valuation multiple de-rating of Mindtree to pre-pandemic levels that points to a 16 percent downside for the stock from the current level
BUSINESS
HCL Tech Q1 FY23: Soft margin masks confidence
Given our comfort with the business, investors should look to add the stock of HCL Tech in the ensuing volatility
BUSINESS
Q1 FY23: What next for TCS investors after a soft quarter?
Should growth moderate on macro concerns, a de-rating of valuation multiple to pre-pandemic levels may not be ruled out for TCS
