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147 Results Found
  • HCL Tech – a safe large-cap pick despite the run-up in 2020 Jan 18, 2021 09:19 AM IST

    HCL Tech – a safe large-cap pick despite the run-up in 2020

    Given the large opportunity size, we draw comfort from HCL Tech’s current valuation which is at a discount to top performing peers

  • Infosys – The strong show continues Jan 14, 2021 09:58 AM IST

    Infosys – The strong show continues

    We are looking at Infosys now more for a strong earnings trajectory than any further multiple rerating

  • Wipro – A stellar show to support secular re-rating Jan 14, 2021 09:37 AM IST

    Wipro – A stellar show to support secular re-rating

    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

  • Business in the week ahead (January 11-15, 2021) Jan 08, 2021 06:23 PM IST

    Business in the week ahead (January 11-15, 2021)

    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

  • Can Ujjivan SFB outperform as normalcy returns with the vaccine? Jan 08, 2021 10:14 AM IST

    Can Ujjivan SFB outperform as normalcy returns with the vaccine?

    Ujjivan SFB remains a key beneficiary should the vaccine rally get more widespread

  • Titan: Shining performance in December quarter Jan 07, 2021 09:23 AM IST

    Titan: Shining performance in December quarter

    We believe Titan is the best consumer discretionary play, given its parentage, brand, market position and balance sheet strength

  • Why this mid-cap IT stock merits attention Dec 22, 2020 09:34 AM IST

    Why this mid-cap IT stock merits attention

    Despite the sharp rally, Persistent at the current level trades at a discount to mid-tier peers

  • RBL Bank — Is this the right financial stock for the risk taker? Dec 08, 2020 09:14 AM IST

    RBL Bank — Is this the right financial stock for the risk taker?

    RBL Bank with its tad riskier business model is an ideal bet for the risk taker

  • AU Small Finance Bank: Why this is a great portfolio stock despite optically premium valuation Dec 04, 2020 08:59 AM IST

    AU Small Finance Bank: Why this is a great portfolio stock despite optically premium valuation

    Given the current stage of consolidation in the stock, we draw comfort from AU Small Finance Bank's current valuation

  • Zensar – the cheapest IT stock despite its recent smart rally Nov 26, 2020 09:15 AM IST

    Zensar – the cheapest IT stock despite its recent smart rally

    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

  • Karur Vysya Bank: Why investors can look at this stock with a new lens Nov 23, 2020 09:52 AM IST

    Karur Vysya Bank: Why investors can look at this stock with a new lens

    The valuation of Karur Vysya at 0.5X FY22e adjusted book has little downside

  • IRCTC – an ideal candidate for a genuine vaccine rally Nov 20, 2020 08:38 AM IST

    IRCTC – an ideal candidate for a genuine vaccine rally

    IRCTC has not lost its charm and we have more than one reasons to be confident about it

  • Manappuram Finance: Why the stock deserves serious attention Nov 19, 2020 10:53 AM IST

    Manappuram Finance: Why the stock deserves serious attention

    At the current price, Manappuram offers a great opportunity for risk takers

  • Mas Financial – A long-term compounding idea for every portfolio Nov 17, 2020 09:01 AM IST

    Mas Financial – A long-term compounding idea for every portfolio

    Mas Financial, in our opinion, is a must-own stock that will generate steady returns in the long term

  • Safari – Can it recover faster than its competitors? Nov 12, 2020 09:01 AM IST

    Safari – Can it recover faster than its competitors?

    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

  • VIP Industries: Grounded by COVID, can it fly with the vaccine? Nov 10, 2020 08:42 AM IST

    VIP Industries: Grounded by COVID, can it fly with the vaccine?

    VIP’s de-risked sourcing model and well established brand make it an ideal long-term play for the patient investor

  • Happiest Minds' first earnings report post listing — What makes us unhappy? Nov 09, 2020 11:16 AM IST

    Happiest Minds' first earnings report post listing — What makes us unhappy?

    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

  • Muthoot Finance: Shining the brightest Nov 04, 2020 10:32 AM IST

    Muthoot Finance: Shining the brightest

    investors can expect double-digit returns on Muthoot Finance riding on earnings growth of similar magnitude

  • Is the post COVID recovery a blip? Nov 03, 2020 09:13 AM IST

    Is the post COVID recovery a blip?

    Disaggregate data points are directionally pointing at a much firmer recovery than anticipated

  • Why a sharp rally in Shriram Transport is likely Nov 02, 2020 09:56 AM IST

    Why a sharp rally in Shriram Transport is likely

    In light of return of near normalcy, valuation of Shriram Transport looks undemanding and could trigger a sharp rally

  • IndusInd Bank – a rerating candidate should it walk the talk Nov 02, 2020 09:36 AM IST

    IndusInd Bank – a rerating candidate should it walk the talk

    We draw comfort from the valuation of IndusInd Bank and the stock remains a strong rerating candidate

  • Should investors look at M&M Finance to ride the rural recovery? Oct 30, 2020 10:13 AM IST

    Should investors look at M&M Finance to ride the rural recovery?

    At 1x FY22e adjusted book without the value of the subsidiaries, M&M Finance offers downside protection

  • Control Print: Stock offers a high margin of safety at current price Oct 28, 2020 08:36 AM IST

    Control Print: Stock offers a high margin of safety at current price

    Given the healthy future prospects of the business and the attractive valuation, Control Print deserves the attention of long-term investors

  • Why Yes Bank is still not the stock for the investors Oct 26, 2020 09:43 AM IST

    Why Yes Bank is still not the stock for the investors

    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

  • Tech Mahindra: Can it close the valuation discount any time soon? Oct 26, 2020 08:44 AM IST

    Tech Mahindra: Can it close the valuation discount any time soon?

    Long-term investors should look at Tech Mahindra only on decline and must have the patience to hold for long

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