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Jan 18, 2021 09:19 AM IST Given the large opportunity size, we draw comfort from HCL Tech’s current valuation which is at a discount to top performing peers
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Jan 14, 2021 09:58 AM IST We are looking at Infosys now more for a strong earnings trajectory than any further multiple rerating
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Jan 14, 2021 09:37 AM IST We feel Wipro can recoup its lost glory riding on the positive tailwinds from the pandemic and its own restructuring that is finally yielding results
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Jan 08, 2021 06:23 PM IST Excitement is building in the run-up to the first phase of a mammoth vaccination drive. Markets seem to be ahead of the curve. As India moves closer to D-day, is its economy getting ready to take a leap of faith? Next week can throw up some answers
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Jan 08, 2021 10:14 AM IST Ujjivan SFB remains a key beneficiary should the vaccine rally get more widespread
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Jan 07, 2021 09:23 AM IST We believe Titan is the best consumer discretionary play, given its parentage, brand, market position and balance sheet strength
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Dec 22, 2020 09:34 AM IST Despite the sharp rally, Persistent at the current level trades at a discount to mid-tier peers
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Dec 08, 2020 09:14 AM IST RBL Bank with its tad riskier business model is an ideal bet for the risk taker
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Dec 04, 2020 08:59 AM IST Given the current stage of consolidation in the stock, we draw comfort from AU Small Finance Bank's current valuation
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Nov 26, 2020 09:15 AM IST With a focus on key verticals of manufacturing hitech, and insurance and traction in nextgen cloud services, the quality of earnings of Zensar should improve
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Nov 23, 2020 09:52 AM IST The valuation of Karur Vysya at 0.5X FY22e adjusted book has little downside
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Nov 20, 2020 08:38 AM IST IRCTC has not lost its charm and we have more than one reasons to be confident about it
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Nov 19, 2020 10:53 AM IST At the current price, Manappuram offers a great opportunity for risk takers
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Nov 17, 2020 09:01 AM IST Mas Financial, in our opinion, is a must-own stock that will generate steady returns in the long term
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Nov 12, 2020 09:01 AM IST Organised players are already seeing waning of high-end competition and small marginal competitors may not have the liquidity to ride out the storm. So, market share gains for Safari post COVID are likely
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Nov 10, 2020 08:42 AM IST VIP’s de-risked sourcing model and well established brand make it an ideal long-term play for the patient investor
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Nov 09, 2020 11:16 AM IST While much of the valuation premium of Happiest Minds has come off, given that growth outlook is not of the top order, we are a long-term buyer on correction
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Nov 04, 2020 10:32 AM IST investors can expect double-digit returns on Muthoot Finance riding on earnings growth of similar magnitude
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Nov 03, 2020 09:13 AM IST Disaggregate data points are directionally pointing at a much firmer recovery than anticipated
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Nov 02, 2020 09:56 AM IST In light of return of near normalcy, valuation of Shriram Transport looks undemanding and could trigger a sharp rally
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Nov 02, 2020 09:36 AM IST We draw comfort from the valuation of IndusInd Bank and the stock remains a strong rerating candidate
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Oct 30, 2020 10:13 AM IST At 1x FY22e adjusted book without the value of the subsidiaries, M&M Finance offers downside protection
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Oct 28, 2020 08:36 AM IST Given the healthy future prospects of the business and the attractive valuation, Control Print deserves the attention of long-term investors
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Oct 26, 2020 09:43 AM IST The road to profitability remains uncertain for Yes Bank. The structural lacunae in terms of the corporate heavy book vulnerable to economic disruptions and the weak liability may not get addressed in short time
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Oct 26, 2020 08:44 AM IST Long-term investors should look at Tech Mahindra only on decline and must have the patience to hold for long