The premium valuation of Happiest Minds is unlikely to erode unless there is an unforeseen earnings disappointment
If the stock of IRCTC remains lacklustre due to the impending headwinds, it may be a great idea to gradually build up position in the weak phase
If Bank Nifty covers its underperformance, can Axis Bank be far behind?
Manappuram remains a great stock for risk takers. For risk averse investors, satisfied with moderate growth, any correction is an opportunity to buy Muthoot.
While it appears all gloomy, in the medium term, post pandemic the balance may tilt in favour of VIP and Safari
Mas Financial stock is attractive and at a similar level to its IPO valuation, which is at a steep discount to its listing level of 2017
Federal can ride the storm with a dent in earnings in FY21e, but a definite recovery in FY22e.
We feel some near-term softness is overdue in Ujjivan Small Finance Bank. Hence, investors should pocket the gains and wait for correction and prognosis on the asset quality to re-enter
Do keep an eye on our steady earnings analysis as it is important to know who will survive in style and who will not
Control Print's healthy future prospects of the business and attractive valuations make it worthy of the attention of long-term investors.
IndusInd Bank appears to be over the hump. The inexpensive valuation, therefore, merits attention.
AU is a stock to buy on decline rather than sell on rally, given that it is going to emerge stronger post this crisis.
The strategic clarity on strengthening the balance sheet and adequate capital cushion should make Axis Bank a winner post the pandemic.
The core Mahindra Finance lending book is valued at 1.3X FY22e adjusted book. This is a reasonable valuation for a long-term investor looking at a predominant rural exposure through a good quality franchise.
Despite the strong upcycle in technology, HCL Tech’s own optimistic outlook and a balanced portfolio mix, the stock is reasonably valued at 12.2X
LTI's recent rally has captured most of the positives. We would advise booking the gains and wait for correction to re-enter this fundamentally strong company
Infosys certainly offers a good risk reward despite the rally as valuation catch-up with TCS could lead to sustenance of the positive momentum.
There is little doubt that Mindtree will emerge as a strong long-term survivor perhaps after a couple of soft quarters.
Though prima facie Yes Bank's FPO price looks enticing, it hides more than it reveals. We do not see Yes Bank embarking on a sustainable profitable journey anytime soon and we doubt if the structural flaws can be reversed in a hurry
TCS will emerge as a strong long-term survivor post the current tumult
Operating margin for the June 2020 quarter is likely to see some improvement year on year
Given the healthy future prospects and the attractive valuation, long-term investor may consider building position in Control Print gradually.
Near-term stock performance of Safari might remain subdued and could provide ideal accumulation opportunity for long-term investors.
RBL Bank can run up if the market sentiment continues to remain buoyant and hence a worthy trading pick for a risk taker. For a conservative investor, there are too many ifs and buts, and hence best avoided till the covid storm passes.
In the troubled macro environment Muthoot Finance remains an island of relative safety,