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.
BUSINESS
Is the worst behind Ujjivan Small Finance Bank?
Ujjivan SFB's existing investors should hold on to their position, new investors might just wait before there is more clarity from the eastern states
BUSINESS
Budget 2021 – This time, the numbers do not lie
Despite the expressions of intent, the actual capital expenditure is far short of being called a game changer
BUSINESS
Why this is 'more than a dream Budget'
The markets now have many reasons to believe in the earnings growth story beyond FY22
BUSINESS
Tech Mahindra – 5G making a comeback, time to close gap with larger peers
With growth looking promising, we expect the significant discount to large cap peers to narrow as Tech Mahindra remains one of the cheapest among large cap IT stocks
BUSINESS
IndusInd Bank – Prudence to support further re-rating
With an undemanding valuation, we see more re-rating ahead for IndusInd Bank
BUSINESS
Axis Bank: Prudence to the fore, awaiting a re-rating for high quality growth
We see a strong re-rating possibility in Axis Bank as numbers start reflecting a return to normalcy
BUSINESS
Kotak Bank – a must-own portfolio stock, but when to buy?
Kotak Bank is a must-own portfolio stock which will deliver steady returns backed by predictable earnings growth
BUSINESS
Zensar – Can the new CEO reverse the underperformance?
While near-term challenges persist for Zensar and the stock could underperform, the gobal upcycle in technology presents opportunity for long-term investors.
