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Nitin Sharma

Senior Research Analyst, Moneycontrol

Mphasis: Weak result; positive commentary but upside already captured in the price 

BUSINESS

Mphasis: Weak result; positive commentary but upside already captured in the price 

The Q1 performance indicated two things — deal momentum is strong and is led by non-BFS deals

Reliance Q1 results: Newbies cover the weakness of the legacy business

BUSINESS

Reliance Q1 results: Newbies cover the weakness of the legacy business

Though O2C revenues declined, consumer-facing businesses displayed better operating efficiencies

LTTS Q1 FY24: Is there an opportunity amidst the weak quarter?

BUSINESS

LTTS Q1 FY24: Is there an opportunity amidst the weak quarter?

It is likely to take one to two quarters for revenue growth to pick up and any meaningful synergy from SWC acquisition to come into the picture.

Netweb Technologies: Should you subscribe to the issue?

BUSINESS

Netweb Technologies: Should you subscribe to the issue?

At the upper end of the price band, at Rs 500, Netweb is valued at an FY23 PE of 60x. This is expensive, considering that larger peers HPE and VMware trade at significantly lower multiples.

Zomato: Should it be part of your investing menu? 

BUSINESS

Zomato: Should it be part of your investing menu? 

Saregama: Strong content play should keep the story intact

BUSINESS

Saregama: Strong content play should keep the story intact

ZEEL: SEBI bars promoters; what lies ahead of investors?

BUSINESS

ZEEL: SEBI bars promoters; what lies ahead of investors?

Zee Entertainment: More wait on the sidelines 

BUSINESS

Zee Entertainment: More wait on the sidelines 

Info Edge: IT hiring slowdown lingers, valuation doesn't play ball

BUSINESS

Info Edge: IT hiring slowdown lingers, valuation doesn't play ball

What the IPO of Tata Technologies brings to Tata Motors

BUSINESS

What the IPO of Tata Technologies brings to Tata Motors

PVR Inox: Why do we continue to be cautious on this stock?

BUSINESS

PVR Inox: Why do we continue to be cautious on this stock?

Indraprastha Gas Limited: Decent quarter, valuation indicates upside

BUSINESS

Indraprastha Gas Limited: Decent quarter, valuation indicates upside

Gujarat Gas: Earnings up on soft gas cost; on road to recovery

BUSINESS

Gujarat Gas: Earnings up on soft gas cost; on road to recovery

Mahanagar Gas: Surprise performance sets tone for FY24 

BUSINESS

Mahanagar Gas: Surprise performance sets tone for FY24 

Mphasis: Why are we not turning buyer in this stock despite the correction?

BUSINESS

Mphasis: Why are we not turning buyer in this stock despite the correction?

LTTS: In-line result but valuation a dampener

BUSINESS

LTTS: In-line result but valuation a dampener

MapmyIndia: Strong investment case despite a mixed Q4

BUSINESS

MapmyIndia: Strong investment case despite a mixed Q4

Reliance Industries puts up a strong show across new-age businesses

BUSINESS

Reliance Industries puts up a strong show across new-age businesses

In a gloomy quarter for IT sector, Cyient shines 

BUSINESS

In a gloomy quarter for IT sector, Cyient shines 

What does revised gas pricing mean for the CGD sector?

BUSINESS

What does revised gas pricing mean for the CGD sector?

Mphasis: Does the price correction present an opportunity?

BUSINESS

Mphasis: Does the price correction present an opportunity?

Oil Update: What should investors do after the OPEC shocker?

BUSINESS

Oil Update: What should investors do after the OPEC shocker?

Avalon Technologies IPO: Should you subscribe?

BUSINESS

Avalon Technologies IPO: Should you subscribe?

Indraprastha Gas: Shift to EVs a long-term challenge with medium-term upside

BUSINESS

Indraprastha Gas: Shift to EVs a long-term challenge with medium-term upside

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