moneycontrol research

Axis Bank: Its strategy is inspiring, but execution will determine if valuations can improve

We believe that it has the potential to get re-rated if its journey to reach 18 per cent RoE plays out. So, we recommend adding the stock on every decline

Bajaj Finance Q2 shows off its strengths, is it the right time to invest?

Kotak Mahindra Bank: Asset quality takes away sheen, buy on weakness

Any weakness post results is therefore an opportunity to gradually build position for the long term

Bajaj Consumer Care Q2: Focus on market share gains and pledge reduction to help rerating

DCB Bank Q2 earnings – A lot of moving parts

Ideas for Profit | UltraTech – Volumes weak; realisation drives Q2 earnings

Infosys – Opening Pandora’s box, avoid the stock

In a highly competitive environment, this will benefit peers. We, therefore, advise investors to completely avoid Infosys till the dust settles

L&T Infotech Q2 – You can spot some early signs of its revival

We are positive about LTI coming out gradually from this rough patch. The eventual integration of IT service businesses remains a long-term driver

HDFC Bank’s Q2 show is stellar. Can it continue?

Ambuja Cements: September quarter results in line, outlook muted

Reliance Industries Q2FY20 – Retail and Jio drive the show, core business in line with global cues

RIL’s thrust towards consumer facing businesses was evident in yet another stellar performance by its retail division. Reliance Retail remains among the biggest and fastest growing retail players in the world.

Brexit deal – Not done yet; Focus on stocks with sound fundamentals

Reduced tax rate rescues DB Corp’s Q2 earnings in a challenging environment

Mindtree – The crisis is gone, but growth is yet to come back

The stock might have some downside, given the overall volatile macro and market environment. Such weakness could present a buying opportunity

Ideas for Profit | TVS Motor September quarter results: Decent show, but valuation too high

Weekly tactical pick | Nalco -- Favourable risk-reward at current market price

Federal Bank – Too many misses, but right long-term intent

We do not expect a quick recovery in the stock. Investors should gradually build up position in this weak phase

Delta Corp Q2 – Multiple growth points, a strong play in gaming

GM Breweries Q2 FY20 review: Margin pressures to persist

Strong business growth and improved margins in H1 FY20 make SBI Life a worthy buy

Ideas for Profit | ACC Q3: Margins expand despite sluggish volumes

Wipro Q2 – Little downside, but upside capped as well

We do not see stock outperformance as long as Wipro lags its peers in growth

IRCTC: After a stellar listing, is it too late to board this train?

While we do not see an immediate upside, IRCTC should definitely be on the radar of long-term investors

D-Mart Q2 FY20: Decent show in tough times

Ideas for Profit | HUL reports strong Q2 numbers, poised for market share gains