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?
BUSINESS
Can its capital raising rerate RBL Bank?
While the valuation now looks reasonable, the adverse macro environment can continue to provide negative asset quality surprise. Hence, a gradual accumulation is recommended.
BUSINESS
IRCTC – What should investors do after the huge rally?
The potential upside from new initiatives have not been factored in the valuation yet and could be long-term drivers of earnings/valuation
BUSINESS
Ujjivan Small Finance Bank IPO – Small is beautiful!
We find the valuation reasonable
BUSINESS
Why we continue to repose faith in this high quality NBFC
BUSINESS
Where is the comfort in large cap IT?
Both HCL Tech and Tech Mahindra have done reasonably well in the past month and we would recommend investors to take advantage of market volatility to build position
BUSINESS
What explains the strength in VIP’s stock and should you buy now?
Since a prolonged economic downturn may further suppress consumer demand and hence earnings outlook for the company, we would advise investors to gradually accumulate the stock on correction
BUSINESS
Will the FM’s real estate push create a virtuous cycle?
In spite of the good intent, the amount committed may just be a drop in the ocean.
BUSINESS
Bank Nifty – Can the outperformance sustain itself?
BUSINESS
Tech Mahindra – Should you buy post the sharp rally?
The stock valuation is reasonable despite the recent rally. Investors should use market volatility and buy Tech Mahindra on decline.
BUSINESS
Yes Bank: Caught between the lure of new capital and drag of toxic assets
It is not unreasonable to assume that fresh capital infusion of a large order could propel a rally in the stock in the medium term
BUSINESS
Control Print – Why investors should take this idea seriously
Given the healthy first half, long-term prospects of the business and attractive valuations, investors should continue to repose faith in the company
BUSINESS
India Inc’s Q2: How companies have braved the slowdown so far
A clearer picture will emerge once smaller sized companies report earnings. Going by this early trend, that’s unlikely to be a happy picture
BUSINESS
Axis Bank: Its strategy is inspiring, but execution will determine if valuations can improve
We believe that it has the potential to get re-rated if its journey to reach 18 per cent RoE plays out. So, we recommend adding the stock on every decline
