BUSINESS
Muthoot Finance: Gold financing takes on more shine, stock reasonably priced
Given the secured and high return ratio business, we see re-rating of Muthoot Finance ahead
BUSINESS
Suryoday corrected a lot post listing – Is it time to buy?
Suryoday SFB is a business which is going through challenges and would revive once the COVID dust settles. We recommend that investors with moderate risk appetite should gradually start adding the stock for the long term
BUSINESS
Rising stocks, deadly second wave: What’s happening?
For Indian equities, the long-term structural liquidity support is hard to ignore and any correction will therefore be short-lived
TRENDS
VIP Industries – Can it retain its numero uno position, post pandemic?
While its listed peer has a robust model to withstand near-term down trading, VIP with a complete product range across price points, is ideally positioned to reap the fruits of a complete recovery. Thus any weakness should be used to gradually add this stock for the long term.
TRENDS
Zensar – A high risk bet for the patient investor
While the upside in Zensar may be meaningful, it is uncertain and warrants patience. However, the valuation discount makes it a worthy bet for the risk taker
BUSINESS
Mas Financial – Time to add a good business in a soft patch?
With the lacklustre performance of the stock, the valuation has corrected to a level that prevailed at the time of its IPO in 2017. The coming weak period of Mas Financial is an opportunity for long-term investors to add the stock
BUSINESS
Federal Bank – The cheapest for the quality it offers
Given the challenges in the financial system plagued with asset quality woes and inadequate capital, we see Federal Bank as a long-term winner with its conscious approach to diversify and de-risk the asset book and build a solid deposit base.
BUSINESS
Safari – Why the coming weak phase is the best time to add this stock
The long-term macro drivers are in place for Safari despite the temporary disruption
BUSINESS
Herd Immunity Part 2: Is the race a sprint or a marathon?
In terms of Fauci’s estimated threshold (70 percent) for herd immunity, India might reach that goal by mid-November.
TRENDS
Herd Immunity Part 1: Why the markets are not feeling the pain of the second wave
With markets making a wild swing from despondency to euphoria last year, investors do not want to miss a recovery rally this time around and are exercising patience in the hope of a better second half
BUSINESS
Happiest Minds – Can it run more after the stellar rally?
We would recommend booking the gains in Happiest Minds and adding the stock on decline in a volatile market.
BUSINESS
L&T Infotech: Why we sense an opportunity in the current weakness
While the valuation will appear to be optically expensive, investors should use the current weakness to buy into a growth play like L&T Infotech to ride the multi-year technology upcycle
BUSINESS
Why Coforge is our favourite midcap IT pick
Coforge's valuation offers an upside and investors should consider adding the stock in every decline
BUSINESS
Weekly Tactical Pick | Goldiam International
Improving key market macros and growth initiatives make Goldiam International a good bet
BUSINESS
RBL Bank – Risk takers’ stock to play post-COVID recovery
The stock of RBL Bank is reasonably valued from a long-term perspective should investors have the risk appetite to ride the interim volatility
BUSINESS
Kotak Bank – One of the best core portfolio stocks despite all the noise
Kotak Bank is a must own portfolio stock, which will deliver steady returns backed by a predictable earnings growth
BUSINESS
Yes Bank Q4: Why saying yes may be premature
While Yes Bank has survived a collapse, it is yet not ready to flourish
BUSINESS
IndusInd Bank – a candidate to ride the post COVID recovery
IndusInd Bank is much better prepared to face the challenges of the second wave, armed with capital, excess provision and a high quality balance sheet
BUSINESS
Why this safe but steady compounding idea from the midcap space deserves attention
Given Control Print's promising medium- to long-term outlook, the valuation is extremely undemanding
BUSINESS
Axis Bank: Relatively better placed to face the COVID second wave?
With superior quality of earnings, once growth resumes, it is only a matter of time before the valuation multiple of Axis Bank rerates
BUSINESS
Tech Mahindra – One of the best value buys in the IT space
In the current uncertain environment, where India–linked plays face a huge question mark on the earnings trajectory, TechM, with earnings visibility and valuation discount, is a strong candidate to go long on
BUSINESS
HCL Tech: Why is it a long-term buy despite a soft quarter?
While we see some stock softness, the same provides an ideal opportunity for long-term investors, especially since the downside appears limited, given HCL Tech’s valuation discount to peers
TRENDS
Mindtree – Can it maintain its winning streak?
Mindree remains a winner for the long term, investors may like to take the profit on our tactical call and re-enter, should the stock correct because of market consolidation
BUSINESS
Infosys – Will its valuation discount to TCS widen, post Q4 FY21?
Should there be a correction in the stock of Infosys, it deserves to be added as a value pick.
