BUSINESS
Why the Q1 business updates from banks are not music to investors’ ears
Deposit growth not keeping pace with loan growth, keeping the CD ratio elevated
BUSINESS
Muthoot Finance – Can it glitter for longer?
Meaning upside to return on assets looks unlikely
BUSINESS
Fedbank Financial – Why the underperformance merits a look
Expected strong credit growth, stable margin, moderation in credit cost, and a decline in opex should benefit the company
BUSINESS
Mas Financial – the steady long-term compounder now fortified with capital
Focus on housing finance, geographical diversification, and own distribution should augur well for the company
BUSINESS
Accenture’s Q3 earnings report: any cheer for Indian IT?
No incremental deterioration in the demand environment and orders are driven by large-scale transformation projects
BUSINESS
Zensar – Is there more upside left in the stock?
Order inflows are strong, but the stock offers no valuation comfort
BUSINESS
Modi 3.0 – Why this time it's a different scenario for markets
With the political overhang of a coalition government, volatility will be on the rise, savvy investors should exercise patience and buy the lows
BUSINESS
Why this private bank’s valuation remains a top draw
A moderation in the cost-to-income ratio, lower credit cost, and some uptick in interest margin are key factors that will drive growth
TRENDS
Why this consumption play has caught our attention now
There are several levers that will drive Safari’s growth going forward
BUSINESS
Should investors buy the volatility amid the steep fall on poll verdict day?
After the elections, policy continuity is very likely. While it is still early days, it is very apparent that the stress in rural India and overall mass consumption will garner higher focus. Investors should therefore position their portfolios in favour of mass consumption stocks like FMCG
BUSINESS
What’s the Nifty upside in the Modi victory rally?
Given the possibility of market volatility, investors should buy the lows for a meaningful return
BUSINESS
How should you deal with the markets on poll verdict day?
Given our positive long-term view on Indian equities, irrespective of the poll outcome, we feel investors should add equities taking advantage of the volatility in the markets
BUSINESS
IRCTC Q4 FY24 – Ticket expensive for a slow train
Earnings growth likely to be modest, going forward
BUSINESS
Control Print: Why the stock weakness merits attention
The company’s balance sheet is healthy and the core domestic business is in fine form
BUSINESS
EaseMy Trip Q4 FY24 – not an easy trip anymore
Weakness in the core business and valuation remains elevated
TRENDS
RateGain Q4 FY24 – Why do we see more gains in store?
The company is aiming to double its revenue in the coming three years, riding on inorganic opportunities
BUSINESS
VIP Industries: Can investors bet on the management’s promise?
Multi-pronged strategy to recoup lost market share, strong sector tailwinds are positives
BUSINESS
Weekly tactical pick: why this IT services major looks interesting post correction
The current fiscal year may remain soft, but the company should benefit in the long run from enhanced technology budgets
BUSINESS
Safari Q4 FY24 – Why is this a trustworthy travel partner in the investing journey?
Earnings should get better on the back of higher capacity, market share gain, and margin uptick
BUSINESS
Kotak Mahindra Bank Q4 FY24 – A steady quarter, regulatory diktat cloud outlook
The group is an ideal play on the deeper penetration of financial products in the country
BUSINESS
Coforge Q4: A large acquisition overshadows a decent quarter
Near-term jitters may be an opportunity for gradual accumulation of the stock for the long term.
BUSINESS
Federal Bank Q4 FY24 – Steady quarter marred by one-off, valuation attractive
Loan growth remains healthy and deposits are catching up while margins improve
BUSINESS
Yes Bank: Has the rally captured the probable deal upside?
The bank is adequately capitalised and has a diversified asset book
BUSINESS
HCL Tech Q4 FY24: Indication of a modest show in FY25
Revenue guidance for the current financial year disappointing because of a few one-offs
