BUSINESS
Stellar show, still Persistent can re-rate. This is why
Since Persistent is competing with some of the leading pure play digital names and matching them on growth, a long-term valuation catch-up with global peers is possible
BUSINESS
M&M Finance picks up the pieces, any more upside building?
While the stock of M&M Finance has moved up from its nadir, there is an upside, should the journey going forward is of growth and reduction in asset quality pain
BUSINESS
Should you go with Manappuram Finance after its lacklustre show?
Despite the troubled past of Manappuram, the improving macro and the huge valuation discount to peer Muthoot Finance warrant attention
BUSINESS
Happiest Minds – One year journey of happiness, more ahead for investors?
The stupendous gains in Happiest Minds should be booked and return expectations should be tempered, going forward
BUSINESS
Why Zensar offers margin of safety despite its outperformance
We expect Zensar’s valuation discount to mid-cap players to gradually narrow
BUSINESS
What to do with Coforge after the stellar run?
Given the tightness in the labour market and the sharp run-up in the stock, we would recommend booking profits in Coforge at the current elevated valuation
BUSINESS
Ujjivan SFB – What's next after the big fall?
Ujjivan SFB is a stock capable of spinning positive surprise in the medium term – but meant for the risk takers till clarity emerges post Q2FY22 earnings
BUSINESS
AU SFB – Does this tough phase offer investors room to play?
No better time than this to start a gradual accumulation of AU SFB
BUSINESS
Will the Bank Nifty have the last laugh?
The stage is set for the Bank Nifty catching up, albeit with some gyrations. Investors could well participate in the last leg of the rally riding on the Bank Nifty
BUSINESS
IRCTC -- Why this opportunity is much beyond the near-term revenge travel
IRCTC's unique offering of several promising businesses under one umbrella would continue to enjoy a 'scarcity premium', which is difficult to quantify
BUSINESS
Is this the right stock to ride the post-pandemic revenge travel?
Despite its expensive valuation that factors in the differentiated model and superior execution, we feel that EaseMy Trip stands to benefit from post-pandemic revenge travel as well as industry consolidation
BUSINESS
Mid and small caps turn wobbly: Is it time to exit or enter?
The small and mid-cap space offers a plethora of opportunities, but it’s time to separate the men from the boys
BUSINESS
Why Mas Financial is a great long-term buy now
With the lacklustre performance of the stock, the valuation of Mas Financial has corrected to a level that was prevailing at the time of its IPO in 2017. We feel this is a great opportunity for long-term investors
BUSINESS
Weekly Tactical Pick | Control Print
Long-term outlook for Control Print remains positive, valuation quite undemanding
BUSINESS
Revenge travel is back – Which luggage stock to bet on?
Both VIP and Safari remain excellent core discretionary consumption plays for the long term
BUSINESS
Why this gold financing company deserves a place in the portfolio
Muthoot showed resilience in its principal business and the momentum is likely to return with the resumption of economic activities
BUSINESS
Why look at AU Small Finance Bank when the going is tough?
We are back to a near-IPO valuation for a growing franchise like AU SFB with an established track record and a promising road ahead
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
