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
BUSINESS
Is the time right to look at RateGain?
We see a strong earnings traction for RateGain and advise investors to add the stock in a staggered manner as markets continue to remain choppy
BUSINESS
Ujjivan SFB – Why it would remain a fair-weather friend
We do see a tactical upside in Ujjivan SFB should recovery continue, but it is yet to morph itself into an all-weather business
BUSINESS
IRCTC – Should you board this train that’s picking up speed?
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
Mas Financial — A rare blend of quality and growth makes it a top pick
MAS Financial has a very high level of capitalisation (capital adequacy of 51 percent) and could accelerate growth as the economy improves
BUSINESS
Weekly Tactical Pick: Tech Mahindra
Strong outlook, undemanding valuation make Tech Mahindra an attractive bet
BUSINESS
Tech Mahindra Q3: A tad softer quarter an opportunity to add for the future
The strong outlook and an undemanding valuation make Tech Mahindra an attractive large-cap bet to ride on the strong technology up-cycle
BUSINESS
Budget 2022 will soon be forgotten by the market
Markets will take note of the incremental capex announced in the budget that is directionally growth oriented
BUSINESS
IndusInd Bank Q3 – Why the stock should rerate
IIB’s comfortable capital adequacy and stable deposit base pave the way for a strong growth, post the pandemic. Seen in this context, the valuation looks undemanding, leaving room for rerating
BUSINESS
Kotak Mahindra Bank Q3 – Why a must-have in the portfolio
The bank is on a strong wicket to grow in the post pandemic era. We see Kotak Bank as one of the best plays on the financialisation of savings in India
