TRENDS
HCL Tech Q2 FY25: Is there further steam in the stock, post a strong quarter?
The third quarter should be relatively better for HCL’s software business and Q4 should be good too
BUSINESS
TCS Q2 FY25 – Why it makes sense to look beyond the quarterly miss
Strong hiring, likely business improvement, and a decent dividend yield are positives
BUSINESS
Why this financier fails to make the long-term cut despite the glitter
The long-term prospects for Manappuram’s non-gold businesses are unclear at the moment
BUSINESS
Are bank deposits finally showing some strength?
Quarterly updates of 11 banks indicate higher growth in deposits for the majority
BUSINESS
Will Accenture’s positive pitch report help Indian IT stocks?
Indian IT service players likely to remain cautiously optimistic although margin trajectory may remain divergent
BUSINESS
Nifty scales 26K – time to book gains or stay put?
If at all a correction, it is likely to be a shallow one thanks to the support of domestic liquidity
BUSINESS
Muthoot Finance – Is the shine here to stay?
The increase in competitive intensity may emerge as a headwind once again
BUSINESS
Investing lessons from Bajaj Housing’s dream debut
Earnings profile should be the key determinant while picking stocks
TRENDS
Zensar – Is it now a serious contender for your long-term portfolio?
Revenues have started picking up, margins are improving, and order inflows are steady
BUSINESS
Karur Vysya Bank — Why its consistency leaves room for rerating
The bank’s interest margins are stable and asset quality is encouraging
BUSINESS
Fedbank Financial – The stock weakness prices in the concerns
The valuation seems to be capturing the negatives
BUSINESS
Why Yes Bank’s underperformance might be an opportunity for the risk-taker
Valuation upside, should a deal fructify
BUSINESS
Control Print: Is long-term ambition hurting the stock’s journey?
A slew of overseas acquisitions and the diversification move trigger concerns
BUSINESS
What next for the Indian markets, post a mixed bag of corporate earnings in Q1?
The progress of monsoon in India, rate cuts by global central banks, and the upcoming US election hold the key
TRENDS
EaseMyTrip Q1 FY25 – Defending profitability at the cost of market share
Though the stock offers value, the increase in competitive intensity is an area of concern
TRENDS
RateGain Q1 FY25 — a soft quarter, all eyes on acquisitions
The company has a track record of turning around acquired entities
BUSINESS
Safari Q1 FY25 – Is the weakness a trend reversal?
Diverse product offerings, channel mix, and a frugal approach to costs should stand the company in good stead
BUSINESS
What to be greedy about amid the heightened fear in markets?
Once the Fed starts cutting rates, there’s a high possibility that discretionary spending by enterprises will resume, brightening the outlook for IT service players
BUSINESS
This long-term portfolio stock is now available at an attractive valuation
Mas Financial has reported a decent set of earnings with healthy asset quality
BUSINESS
IndusInd Bank Q1 FY25: weak quarter, valuation attractive
The stock has headroom to re-rate if the bank handles asset quality stress well
TRENDS
Tech Mahindra Q1 FY25 – great start to a turnaround year
Revenue growth, expansion in margins, and a traction in deals hold out growth hopes
BUSINESS
Federal Bank Q1 FY25 – change of guard amid all-round strength
A gradual improvement in the RoA should lead to a valuation rerating
BUSINESS
Axis Bank Q1 FY25 – slower earnings trajectory ahead, warrants caution
We see a high possibility of RoA compression in the near term
BUSINESS
A credible math makes for a convincing fiscal consolidation in the Union Budget
Assumptions on nominal GDP growth and revenue mop-up look realistic given the economic momentum
