BUSINESS
Tech Mahindra – An outperformer, but can it continue to lead?
BUSINESS
Budget 2020-21 – How credible are the numbers?
So, the first Budget of the new decade is dotted with numbers that leave more questions than answers and is unlikely to decisively lift the pall of gloom from the economy and the markets.
BUSINESS
NIIT Technologies: Quality hard to ignore, but is the price justified?
While the superior execution should command a premium, the run-up in the stock leaves little valuation comfort. We advise investors to wait for any weakness to gradually buy the stock.
BUSINESS
Control Print: Q3FY20 was a soft quarter. Time to buy more or get out?
Given the healthy long-term prospects of the business and the attractive valuation, investors should capitalise on this weak phase to build a position for the long term
BUSINESS
Ideas for Profit | Axis Bank: Slippages take away sheen
BUSINESS
Federal Bank – Navigating troubled waters well
We recommend investors to gradually build position in the stock, which is likely to be one of the quality survivors in the banking sector crisis.
BUSINESS
Kotak Mahindra Bank – Challenging environment; tread with caution
BUSINESS
TCS Q3 – Weakness in key verticals but strong medium-term outlook
BUSINESS
Ideas for Profit | Mindtree – Stability returns, outlook positive
We see the strategy gradually bearing fruit and would recommend accumulation on any weakness.
BUSINESS
L&T Infotech – Firing on all cylinders
We see LTI as a success story in the dynamic area of technology. Investors should therefore use any market weakness to buy into the stock.
BUSINESS
Wipro Q3 – A quarter of little complaint, but no spark as well
We do not expect significant upside unless Wipro matches its peers in growth sweepstakes
BUSINESS
IndusInd Bank – Asset quality hiccup in an otherwise decent quarter
BUSINESS
Ideas for Profit | DMart’s business model is holding up but so are high valuations
BUSINESS
Infosys Q3: Clean chit on whistle-blower complaint and healthy financials pave the way for rerating
The stock offers great value at the current level
BUSINESS
Shriram Transport Finance: To buy or wait?
It has carved out a niche for itself in the used vehicle market and the large share of the unorganised sector still provides enough headroom for growth despite its relatively large size.
BUSINESS
Titan Q3 FY20 preview - Jewellery beats the slowdown chill
We would use stock market weakness for accumulating Titan for the long term
BUSINESS
A pharma micro-cap with a sound business and reasonable valuations
We draw comfort from the relatively insulated business model and its undemanding valuation
BUSINESS
Safari Industries: Why this core consumption stock is a must-own
BUSINESS
Karur Vysya Bank – Is the price factoring in all the negatives?
The stock’s current valuation appears to be pricing in most of the concerns. For long-term investors, the ongoing weak phase provides an accumulation opportunity.
BUSINESS
Should investors worry about the NCLAT verdict on the Tata Group?
BUSINESS
Gold financing – What next post the strong show?
BUSINESS
Ujjivan stellar listing: What next for investors and those who missed the bus?
Existing investors should build up positions on every decline and new investors should also gradually add Ujjivan Bank with an eye on the long term.
BUSINESS
Ideas for Profit | Is there more steam left in AU Small Finance Bank?
BUSINESS
Are midcap IT companies safe bets?
