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.
BUSINESS
Yes Bank Q3: The devil is in the details
We would recommend avoiding Yes Bank till it comes out of the asset quality mess
BUSINESS
The Sensex on Mount 50,000 – What next?
After the sharp recovery that is already discounting earnings for a couple of years, we expect markets to cool down and consolidate
BUSINESS
Federal Bank – Stock to re-rate despite recent outperformance
We find comfort in the current valuation of Federal Bank, which is at a discount to peers and could improve as asset quality concerns abate and growth returns
BUSINESS
L&T Infotech — The most expensive IT stock, but should you add?
We see LTI as a long-term winner and it will therefore continue to command a premium for its best-in-class execution and industry leading growth
BUSINESS
Is Mindtree set to regain lost glory?
We expect Mindtree’s current valuation discount to peers to narrow as it reverts to its trajectory of industry-leading growth
BUSINESS
HCL Tech – a safe large-cap pick despite the run-up in 2020
Given the large opportunity size, we draw comfort from HCL Tech’s current valuation which is at a discount to top performing peers
BUSINESS
Infosys – The strong show continues
We are looking at Infosys now more for a strong earnings trajectory than any further multiple rerating
BUSINESS
Wipro – A stellar show to support secular re-rating
We feel Wipro can recoup its lost glory riding on the positive tailwinds from the pandemic and its own restructuring that is finally yielding results
BUSINESS
What could be a disappointing Budget for the market?
The pivot has shifted from fiscal discipline to revival of growth, on the assumption that a robust growth aided by a bigger deficit will ultimately solve the fiscal problem
BUSINESS
TCS – Can a stellar show in a seasonally weak quarter justify the optically expensive valuation?
TCS remains our favourite core portfolio stock and investors should look at TCS more as a stock to “buy on any decline”
BUSINESS
Can Ujjivan SFB outperform as normalcy returns with the vaccine?
Ujjivan SFB remains a key beneficiary should the vaccine rally get more widespread
BUSINESS
Discovery Series: Axtel – A proxy for the promising food processing industry
Axtel has maintained healthy margins and return ratios with negligible debt
BUSINESS
Will 2021 see a return of the bears, or will the bulls still have the last laugh?
We expect 2021 also to be a year of moderate positive return on the Index level and smart money should have a bottom-up approach of chasing businesses that can offer alpha
BUSINESS
Why this mid-cap IT stock merits attention
Despite the sharp rally, Persistent at the current level trades at a discount to mid-tier peers
BUSINESS
Why these lesser-known banking names may be back on investors’ radar
Many of the names so far have been shunned by investors, justifiably, on concerns about business growth and asset quality, but they may seem attractive seen with a new lens
BUSINESS
Why Yes Bank is still not the stock for the investors
The road to profitability remains uncertain for Yes Bank. The structural lacunae in terms of the corporate heavy book vulnerable to economic disruptions and the weak liability may not get addressed in short time
