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.
BUSINESS
TCS: Why a fully discovered stock will continue to attract investor attention
We see strong tailwind for this technology bellwether that should translate into steady predictable earnings growth. TCS is a core portfolio stock to be added on every decline
BUSINESS
Can Equitas continue to outperform its peers?
Existing investors of Equitas SFB should pocket the gains and wait on the sidelines for a more meaningful correction to take hold
BUSINESS
IndusInd Bank – Will asset quality match the strong business growth indicated in the update?
With an undemanding valuation at 1.5X FY22e adjusted book, we see more re-rating ahead for IndusInd Bank
BUSINESS
Federal Bank – Is there room for re-rating amid the Covid scare?
We find comfort in the current valuation of Federal Bank at 1X FY22e adjusted book, which is at a discount to peers and could improve as asset quality concerns abate and growth returns
BUSINESS
Why AU Small Finance Bank will continue to command a premium
Given the strong highway of growth ahead, any weakness due to volatility in the broad market is an opportunity to add AU for the long term
BUSINESS
Suryoday’s poor listing isn’t a surprise, but is it worth at this price?
The near-term weakness is an opportunity to gradually add Suryoday for the long term
BUSINESS
Why we feel Shriram Transport can re-rate
Despite the rally, we feel as earnings gain traction, the stock of Shriram Transport can gradually re-rate. Investors should use the current weak phase to gradually accumulate the stock.
BUSINESS
Is it time for retail investors to board EaseMyTrip flight, post tepid listing?
The stock of EaseMy Trip is best avoided till correction brings it down to a more enticing level and the company proves its credibility with consistent future performance
BUSINESS
Accenture’s stellar show: How should investors in Indian IT read this?
Given that most of the frontline Indian IT companies are enjoying the tailwinds of higher technology spend, we expect earnings traction to improve
BUSINESS
Suryoday IPO: Can long-term prospects outweigh near-term speed breakers?
Suryoday remains an interesting idea for long-term investors to be added on decline
BUSINESS
Why PSU bank privatisation will sail through
Enough margin of safety for an acquirer of PSU banks
