BUSINESS
Tech Mahindra Q3: A tad softer quarter an opportunity to add for the future
The strong outlook and an undemanding valuation make Tech Mahindra an attractive large-cap bet to ride on the strong technology up-cycle
BUSINESS
IndusInd Bank Q3 – Why the stock should rerate
IIB’s comfortable capital adequacy and stable deposit base pave the way for a strong growth, post the pandemic. Seen in this context, the valuation looks undemanding, leaving room for rerating
BUSINESS
Axis Bank Q3: Firing on all cylinders; add during market weakness
Even without factoring in the value of the subsidiaries, the stock of Axis Bank trades at a discount to its larger private sector peers. The weakness in the market presents an opportunity to gradually build up position in the stock
BUSINESS
AU SFB – Third wave could make going tougher, but offers a big opportunity
We are getting a high quality franchise like AU SFB at a discount to its IPO valuation. Long-term investors should gradually accumulate the stock
BUSINESS
Does the underperformance of Shriram Transport Finance offer opportunity?
We see a tactical opportunity in Shriram Transport despite the overhang of the merger
BUSINESS
Muted Q2 numbers may not hold back Mas Financial. Why?
We see this weak phase as an opportunity to go long in Mas Financial
BUSINESS
Axis Bank Q2: A winner on asset quality, now eyeing growth
Even without factoring in the value of the subsidiaries (that could be a meaningful value driver in future), Axis Bank trades at a discount to its larger private sector peers. We see the valuation gap narrowing with the return of growth
BUSINESS
IRCTC -- Why this opportunity is much beyond the near-term revenge travel
IRCTC's unique offering of several promising businesses under one umbrella would continue to enjoy a 'scarcity premium', which is difficult to quantify
BUSINESS
Revenge travel is back – Which luggage stock to bet on?
Both VIP and Safari remain excellent core discretionary consumption plays for the long term
BUSINESS
Tech Mahindra – A great growth story available at a discount
The strong outlook along with an undemanding valuation makes Tech M an attractive large-cap bet to ride the strong technology upcycle
BUSINESS
IndusInd Bank – A strong re-rating candidate
Armed with capital, excess provision and a high quality balance sheet with the right kind of liability, growth revival is only a matter of time for IndusInd Bank
BUSINESS
Infosys reaps strong demand gains, handles supply challenges smartly
We see a strong highway of growth for Infosys and recommend adding the stock on every decline
BUSINESS
Mindtree – A great start to FY22
Mindtree is a long-term winner in this technology up-cycle and should be added on every decline
BUSINESS
TCS – A soft quarter does not take away the long-term investment case
We see strong tailwind for this technology bellwether and this should translate into steady predictable earnings growth. TCS is a core portfolio stock to be added in the current weak phase
BUSINESS
Can the waning impact of second wave help Ujjivan SFB re-rate?
High slippage and provision will keep most investors on the sidelines, risk-takers should start looking at the stock of Ujjivan SFB, which is now available at a huge discount to its IPO valuation
BUSINESS
Federal Bank – The cheapest for the quality it offers
Given the challenges in the financial system plagued with asset quality woes and inadequate capital, we see Federal Bank as a long-term winner with its conscious approach to diversify and de-risk the asset book and build a solid deposit base.
BUSINESS
IndusInd Bank – a candidate to ride the post COVID recovery
IndusInd Bank is much better prepared to face the challenges of the second wave, armed with capital, excess provision and a high quality balance sheet
BUSINESS
Tech Mahindra – One of the best value buys in the IT space
In the current uncertain environment, where India–linked plays face a huge question mark on the earnings trajectory, TechM, with earnings visibility and valuation discount, is a strong candidate to go long on
BUSINESS
Infosys – Will its valuation discount to TCS widen, post Q4 FY21?
Should there be a correction in the stock of Infosys, it deserves to be added as a value pick.
BUSINESS
TCS: Why a fully discovered stock will continue to attract investor attention
We see strong tailwind for this technology bellwether that should translate into steady predictable earnings growth. TCS is a core portfolio stock to be added on every decline
BUSINESS
Ease My Trip IPO: Is the flight worth taking?
Investors may consider boarding Ease My Trip for a short trip and not for the long haul
BUSINESS
Kotak Bank – a must-own portfolio stock, but when to buy?
Kotak Bank is a must-own portfolio stock which will deliver steady returns backed by predictable earnings growth
BUSINESS
Is Mindtree set to regain lost glory?
We expect Mindtree’s current valuation discount to peers to narrow as it reverts to its trajectory of industry-leading growth
BUSINESS
TCS – Can a stellar show in a seasonally weak quarter justify the optically expensive valuation?
TCS remains our favourite core portfolio stock and investors should look at TCS more as a stock to “buy on any decline”
