BUSINESS
Karur Vysya Bank — is it a value buy post correction?
We advise investors to wait for the downside to play out.
BUSINESS
Capital infusion is all very well, but what’s the long-term strategy for ailing state-run banks?
BUSINESS
AU Small Finance Bank and Mas Financial: It's time to buy these stellar listings of 2017
The current weak sentiment may be just the right opportunity to gradually accumulate these high quality businesses for the long term.
BUSINESS
Safari Industries Q3 review: A quarterly blip but long-term story strong
Safari is the third largest player in the organised luggage market and has close to 10 percent market share.
BUSINESS
First Cut | RBI’s clean chit was what the Yes Bank stock was waiting for
In recent times, investors have seen better and upfront recognition of stress from Yes Bank
BUSINESS
VIP Industries: Subdued Q3 doesn’t take away from the long-term story; accumulate
The long-term thesis is intact and investors should use the subdued sentiment to gradually accumulate the stock for the long-term
BUSINESS
Is this the bottom for the Yes Bank stock?
While the stock is still languishing at Rs 176, are the clouds of uncertainty clearing or should one wait for the storm to completely pass?
BUSINESS
Monetary policy: Rate cut unlikely to impact banks; it's advantage stronger NBFCs
The policy is broadly neutral for banks and puts stronger NBFCs in a vantage position
BUSINESS
Tech Mahindra: Strong Q3 performance and FY20 outlook; reasonably valued
Even after rallying post its result, the stock offers upside given its reasonable valuation at 14.9 times FY20 estimated earnings
BUSINESS
First cut | Tech Mahindra Q3FY19 – good execution; rising attrition rate needs monitoring
The company continued to see an improved margin trajectory with operating margin jumping 50 basis points sequentially to 19.3 percent.
BUSINESS
First Cut | IL&FS companies to be categorised according to cash flow
The Mumbai bench of NCLAT has further suggested that the companies be split into three categories -- green, amber and red -- according to their solvency and cash flow.
BUSINESS
Budget 2019 makes vote banks happy, but rating agencies, FIIs not so much
The additional revenue expenditure is not adding to any productive capacity and could well be potentially inflationary and could hamstring RBI from reducing rates in the near term.
BUSINESS
HCL Technologies: Strong execution in Q3, earnings visibility make it a worthy buy
The strategic intent, earning visibility and undemanding valuation makes it a worthy buy in a volatile market
BUSINESS
Ideas for Profit | Axis Bank: Strong outlook and well-articulated roadmap make it a compelling long term pick
We do see scope for re-rating should the bank successfully complete its journey of reaching high teen RoE in the future
BUSINESS
Midcap IT: Macro concerns versus micro opportunity; 3 stocks to look at
Mindtree has by far the strongest digital capabilities and the rumoured stake sale by a large investor may support the stock momentum that investors can ride on
BUSINESS
Shriram Transport Finance: Soft Q3 but outlook confident; valuations reasonable
Investors may find the current weakness a right opportunity to accumulate the stock
BUSINESS
Ideas for Profit | M&M Financial Services: Core comforting, gradually accumulate in a weak phase
The weakness may be a perfect time to accumulate the stock for the long term
BUSINESS
Stake sale battle at Mindtree: Will minority shareholders have the last laugh?
If the battle for ownership of a key investor’s stake in Mindtree doesn’t get too bitter, investors shouldn’t worry
BUSINESS
Yes Bank Q3FY19 review – overshadowed by IL&FS exposure
In the days to come, the direction of IL&FS resolution along with the appointment of the new MD will be the key drivers of the stock.
BUSINESS
Ujjivan Financial Q3 review: Strong execution, reasonable valuation albeit regulatory overhang
BUSINESS
Kotak Mahindra Bank Q3 review: An ideal long-term compounding candidate
Kotak Mahindra Bank under the able guidance of a strong leadership team adopts the best risk weighted growth strategy in the industry
BUSINESS
Union Bank Q3 FY19 – still searching for the good day
We remain cautious on this space
BUSINESS
Kotak Mahindra Bank Q3 Review – capital market-linked biz soft, but steady overall show
The bank looks on track to execute its risk adjusted growth strategy
BUSINESS
Federal Bank Q3 review: Much of the pain is behind; buy
