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
BUSINESS
Ease My Trip IPO: Is the flight worth taking?
Investors may consider boarding Ease My Trip for a short trip and not for the long haul
BUSINESS
Wipro’s bold bet – Will it mark the beginning of a long-term rerating?
While the proof of the pudding is in the eating, it's a right directional move by Wipro that if implemented with success can pave the way for a stock rerating in the long run
BUSINESS
IRCTC — Can the train run faster?
Given the recent run-up in the stock of IRCTC, investors should add the stock on every correction
BUSINESS
Safari – Emerging strongly from a tough phase
With severe challenges faced by the unorganised players, the strength of the balance sheet should pave the way for further market share gains for Safari
BUSINESS
Is the Indian equity market party losing its zing?
Bottom-up stock pickers should wait for sudden reversals to buy into well run businesses, taking advantage of a two-way market of 2021.
BUSINESS
Is the current consolidation the right opportunity to go long on Persistent?
The current consolidation phase is an opportunity for long-term investors to gradually accumulate Persistent
BUSINESS
Mas Financial – a bad time providing good opportunity for long-term investors
With valuation at a discount to its listing valuation, this weak phase of Mas Financial is an opportunity for long-term investors
BUSINESS
Karur Vysya Bank: Can it re-rate further?
Despite the run-up, Karur Vysya Bank has some more steam left and investors should hold on to their position and could add on decline
BUSINESS
Axtel – Stellar quarter justifies the sharp run-up in stock
Given the unique moats of Axtel Industries and the opportunity size of the industry, the valuation has scope to sustain
BUSINESS
Happiest Minds – Will the happiness last?
While the valuation of Happiest Minds Technologies appears optically demanding, it is still at a discount to large pure play digital companies
BUSINESS
Is the current consolidation the right time to go long on Coforge?
Given Coforge’s track record of execution ever since the change in management, the current consolidation phase is a great opportunity to go long
BUSINESS
Control Print: promising outlook
Given the promising near to medium term outlook of Control Print, the valuation is extremely undemanding
BUSINESS
VIP Industries -- A new dawn with the return to normalcy soon?
VIP’s de-risked sourcing model and well established brand make it an ideal long-term play for the patient investor.
