BUSINESS
Coforge: A long-term bet despite the rally
While we remain convinced of Coforge’s growth leadership, however, the valuation appears costly
TRENDS
IKS Health IPO – Is it a healthy addition to your portfolio?
An opportunity to participate in the US healthcare outsourcing market
BUSINESS
Yes Bank – Why a no till a deal materialises
A pedestrian return on asset makes it difficult to justify valuation
BUSINESS
Persistent Systems – A growth leader with steep valuation
Robust bookings, edge in new-age technologies, and signs of improving margin to fuel growth
BUSINESS
EaseMy Trip – why this journey may be challenging for investors
Company steadily losing market share and the financial performance reflects the stress
BUSINESS
Capital Small Finance Bank – why its valuation merits attention
The SFB’s experience in the home market of Punjab gives it a competitive edge
BUSINESS
Zensar – Interesting medium-term outlook warrants gradual accumulation
Focus on next-gen technologies and demand improvement should aid performance
BUSINESS
Karur Vysya Bank — good quality at reasonable valuation
Negligible exposure to unsecured may help the bank to throw up positive surprises
BUSINESS
Elections, geopolitics, and poor earnings – How should investors trade a wild market?
Investors should exercise patience and buy the long-term India story at a more reasonable valuation on correction
BUSINESS
VIP Industries: Is the near-term pain getting priced in?
Can investors bet on a probable turnaround in VIP?
BUSINESS
Safari Industries – Why the stock is a good addition in a volatile market
Diverse product offerings, channel mix, and frugal approach to cost augur well for the company
TRENDS
RateGain Q2 FY25 – good quarter with indications of near-term softness
The company has lowered revenue guidance for the full year as order wins remain sluggish
BUSINESS
IRCTC – Why the valuation merits attention
The stock has underperformed and IRCTC’s unique position in local travel & tourism should help future growth
BUSINESS
Why investors should back this NBFC amid the overall asset quality stress
The conservative approach to lending with focus on asset quality is a big positive
BUSINESS
Federal Bank Q2 FY25 – welcoming the new boss with a steady show
Loan growth strong, deposit mix improving, steady interest margin, and good asset quality
BUSINESS
Is the tide turning against Indian equities?
Investors should have a bias in favour of large-caps while buying the dips. It merits paying heed to the fundamentals of companies and growth outlook before jumping to buy the correction in the broader markets.
BUSINESS
IndusInd Bank -- Should you be catching the falling knife after the Q2 disappointment?
BUSINESS
AU SFB Q2 FY25 – Asset quality woes mask several emerging strengths
Tilt towards higher yielding products should support margin and cost ratios should trend lower as synergy benefits get exploited
BUSINESS
LTI Mindtree – Is the positive outlook baked into the valuation?
Well poised to take advantage of the uptick in tech spend and GenAI disruptions
BUSINESS
Bourse-facing businesses salvage a challenging quarter for Kotak Mahindra Bank
The impact of the RBI embargo and higher delinquency marred Kotak Bank's performance
BUSINESS
Tech Mahindra Q2 FY25 – The turnaround strategy at play
TechM is executing well in line with its medium term strategy
BUSINESS
Wipro Q2 FY25: Why we see a valuation angle emerging
Second-quarter earnings were decent and there was positive surprise on margins and order inflows
TRENDS
Infosys Q2 FY25 – Commentary reassuring from a long-term perspective
The quarterly performance was a mixed bag with a reassuring commentary
TRENDS
Coforge: Time to pocket gains as the stock surges?
We recommend investors should partially book profits and re-enter on any weakness
