BUSINESS
Karur Vysya Bank: Why the downside may be limited
The valuation of KVB offers good downside support
BUSINESS
RBL Bank — why only for risk-takers even after correction
Investors with high risk appetite should look at the stock of RBL Bank.
BUSINESS
What ails Shriram Transport Finance – is the merger finally taking a toll on the stock?
While the stock of Shriram Transport appears to offer value, investors should bear in mind the possible volatility due to the impending merger
BUSINESS
Tech Mahindra – A great growth story available at a discount
The strong outlook along with an undemanding valuation makes Tech M an attractive large-cap bet to ride the strong technology upcycle
BUSINESS
IndusInd Bank – A strong re-rating candidate
Armed with capital, excess provision and a high quality balance sheet with the right kind of liability, growth revival is only a matter of time for IndusInd Bank
BUSINESS
Kotak Mahindra Bank – A soft quarter doesn’t alter the investment case
The declining competition from NBFCs as well as weaker banks puts Kotak Bank at a vantage point
BUSINESS
Axis Bank: Second wave stress well tackled, a winner post pandemic
As a clear winner in the technology-driven post COVID world, valuation rerating is certainly on the cards for Axis Bank and investors need to add this stock on every decline
BUSINESS
Federal Bank — Making all the right moves
We see immense potential for rerating of Federal Bank
BUSINESS
Yes Bank Q1: On the right track, but the road to recovery too long
Valuation of Yes Bank is not cheap for an entity with uncertain growth outlook and one which would require more capital
BUSINESS
Why we remain convinced about the steady prospects of Control Print
Given the promising medium- to long-term outlook, the valuation of Control Print is extremely undemanding
BUSINESS
L&T Infotech – Why this is the right pick for growth-hungry investors
With its presence across the value chain, L&T Infotech is in a vantage position to ride the strong demand environment
BUSINESS
A soft quarter again, but HCL Tech is running high on stock value
The temporary softness in the stock of HCL Tech after two consecutive quarters has made the valuation enticing, seen in the context of the medium-term growth outlook and the valuation discount to larger peers
BUSINESS
Wipro: Turnaround plays out, acceleration unfolding
The positive surprise in Wipro’s Q1FY22 earnings report reiterates the fact that the bold bets of the new CEO and the razor-sharp focus on growth are paying off
BUSINESS
Infosys reaps strong demand gains, handles supply challenges smartly
We see a strong highway of growth for Infosys and recommend adding the stock on every decline
BUSINESS
Mindtree – A great start to FY22
Mindtree is a long-term winner in this technology up-cycle and should be added on every decline
BUSINESS
TCS – A soft quarter does not take away the long-term investment case
We see strong tailwind for this technology bellwether and this should translate into steady predictable earnings growth. TCS is a core portfolio stock to be added in the current weak phase
BUSINESS
What is the true worth of IRCTC?
IRCTC's unique offering of several promising businesses under one umbrella would continue to enjoy a 'scarcity premium'
BUSINESS
Can the waning impact of second wave help Ujjivan SFB re-rate?
High slippage and provision will keep most investors on the sidelines, risk-takers should start looking at the stock of Ujjivan SFB, which is now available at a huge discount to its IPO valuation
BUSINESS
Karur Vysya Bank: Valuation deserves a closer look
Karur Vysya Bank's valuation offers downside support
BUSINESS
Zensar – A turnaround road map in place
The upside may be meaningful in Zensar, but it is uncertain and warrants patience. However, the valuation discount makes it a worthy bet for the risk-taker
BUSINESS
EaseMyTrip – An outlier in a distressed industry
The stock of EaseMy Trip should, at the minimum, deliver return mimicking the earnings growth. Further, multiple re-rating remains a possibility for an Internet-based business deriving operating leverage with scale
BUSINESS
Can Equitas SFB weather the second wave of the pandemic?
As the situation improves, we expect the stock of Equitas SFB to gradually re-rate
BUSINESS
Is there any more upside in Shriram Transport?
Should the market momentum sustain, 35-40 per cent upside is in store for investors in Shriram Transport
BUSINESS
M&M Finance promises to go far. This is why
Should M&M Finance re-rate to pre-pandemic levels, a meaningful 30 per cent upside is in store in the next one year
