BUSINESS
Wipro Q3 – A quarter of little complaint, but no spark as well
We do not expect significant upside unless Wipro matches its peers in growth sweepstakes
BUSINESS
Ideas for Profit | DMart’s business model is holding up but so are high valuations
BUSINESS
Infosys Q3: Clean chit on whistle-blower complaint and healthy financials pave the way for rerating
The stock offers great value at the current level
BUSINESS
Safari Industries: Why this core consumption stock is a must-own
BUSINESS
Karur Vysya Bank – Is the price factoring in all the negatives?
The stock’s current valuation appears to be pricing in most of the concerns. For long-term investors, the ongoing weak phase provides an accumulation opportunity.
BUSINESS
Should investors worry about the NCLAT verdict on the Tata Group?
BUSINESS
Ideas for Profit | Is there more steam left in AU Small Finance Bank?
BUSINESS
Are midcap IT companies safe bets?
BUSINESS
IRCTC – What should investors do after the huge rally?
The potential upside from new initiatives have not been factored in the valuation yet and could be long-term drivers of earnings/valuation
BUSINESS
Ujjivan Small Finance Bank IPO – Small is beautiful!
We find the valuation reasonable
BUSINESS
Why we continue to repose faith in this high quality NBFC
BUSINESS
Control Print – Why investors should take this idea seriously
Given the healthy first half, long-term prospects of the business and attractive valuations, investors should continue to repose faith in the company
BUSINESS
Infosys Q2: Stellar execution, remains a buy
We do not see the runaway outperformance to continue. Investors should use dips to build position
BUSINESS
TCS Q2: Macro headwinds come to the fore, wait for downside to play out
The earnings disappointment, subdued near-term outlook and valuation premium leave the door open for a near-term stock price correction.
BUSINESS
IRCTC IPO: A gem available at a discount
BUSINESS
Ideas for Profit | Kotak Mahindra Bank: Look to own this stock on any correction
Investors must add this stock to their portfolio in the event of any negative news flow or market turbulence
BUSINESS
Ideas for Profit | RBL Bank: Expensive for a reason
While the headline valuation looks heady, it has to be seen in the context of the strong earnings growth expected in the coming years
BUSINESS
Ideas for Profit | Infosys or TCS — Where should you invest your money?
BUSINESS
Ideas for Profit | M&M Financial Services: Risk reward reasonable; accumulate
BUSINESS
Ideas for Profit | This smallcap is ready to ride the affordable housing wave
Nila Infra is now a pure play affordable housing/infrastructure player with decent pre-qualification and balance sheet.
BUSINESS
Govt contradicts itself by hiking interest rate on Employees’ Provident Fund
With an EPF rate hike, the government is communicating to savers that rates are firming up. But with a policy rate cut and asking bankers to transmit the same, it is signalling lower rates
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
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
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
