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57 Results Found
  • IndusInd Bank – a candidate to ride the post COVID recovery May 03, 2021 10:26 AM IST

    IndusInd Bank – a candidate to ride the post COVID recovery

    IndusInd Bank is much better prepared to face the challenges of the second wave, armed with capital, excess provision and a high quality balance sheet

  • 25% of Nifty heavyweights report quarterly earnings this week Apr 27, 2021 05:46 PM IST

    25% of Nifty heavyweights report quarterly earnings this week

    With more than 25% of Nifty heavyweights poised to declare earnings this week, here is what investors can expect

  • Tech Mahindra – One of the best value buys in the IT space Apr 27, 2021 09:10 AM IST

    Tech Mahindra – One of the best value buys in the IT space

    In the current uncertain environment, where India–linked plays face a huge question mark on the earnings trajectory, TechM, with earnings visibility and valuation discount, is a strong candidate to go long on

  • Infosys – Will its valuation discount to TCS widen, post Q4 FY21? Apr 15, 2021 09:28 AM IST

    Infosys – Will its valuation discount to TCS widen, post Q4 FY21?

    Should there be a correction in the stock of Infosys, it deserves to be added as a value pick.

  • TCS: Why a fully discovered stock will continue to attract investor attention Apr 13, 2021 09:31 AM IST

    TCS: Why a fully discovered stock will continue to attract investor attention

    We see strong tailwind for this technology bellwether that should translate into steady predictable earnings growth. TCS is a core portfolio stock to be added on every decline

  • Is Mindtree set to regain lost glory? Jan 19, 2021 10:17 AM IST

    Is Mindtree set to regain lost glory?

    We expect Mindtree’s current valuation discount to peers to narrow as it reverts to its trajectory of industry-leading growth

  • TCS – Can a stellar show in a seasonally weak quarter justify the optically expensive valuation? Jan 11, 2021 09:06 AM IST

    TCS – Can a stellar show in a seasonally weak quarter justify the optically expensive valuation?

    TCS remains our favourite core portfolio stock and investors should look at TCS more as a stock to “buy on any decline”

  • India investing themes for 2021 Part1: The digitisation of Indian business Dec 23, 2020 09:31 AM IST

    India investing themes for 2021 Part1: The digitisation of Indian business

    In industries from healthcare to education to finance to manufacturing, the pandemic has forced companies to use technology to reimagine nearly every facet of their operations

  • Axis Bank: Time to ride a significant re-rating Oct 29, 2020 09:10 AM IST

    Axis Bank: Time to ride a significant re-rating

    The valuation of Axis Bank is extremely attractive, especially for finding a place in the long-term portfolio.

  • Kotak Bank: So far, it was quality, now growth to be added sweetener Oct 27, 2020 09:15 AM IST

    Kotak Bank: So far, it was quality, now growth to be added sweetener

    For many years now, investors had been waiting to see a growth comeback in Kotak Mahindra Bank. With a promise to deliver the same, the stock is set to outperform in coming years

  • Why investors should give the IPO of Equitas SFB a pass Oct 20, 2020 09:21 AM IST

    Why investors should give the IPO of Equitas SFB a pass

    While the headline valuation is reasonable, Equitas SFB's IPO does not quite measure up for multiple reasons

  • Are all the virtues of Mindtree’s business model captured in the price? Oct 16, 2020 10:43 AM IST

    Are all the virtues of Mindtree’s business model captured in the price?

    We are optimistic about Mindtree’s positioning and long-term prospect and would be watchful about adding the stock in correction

  • Infosys – a stock to add on every decline Oct 15, 2020 08:58 AM IST

    Infosys – a stock to add on every decline

    Given the sharp rally, profit booking may be normal. Any reversal in stock price of Infosys is an opportunity to add for the long term

  • Wipro – Journey to catch up with peers has just begun; buy for long-term rewards Oct 14, 2020 08:34 AM IST

    Wipro – Journey to catch up with peers has just begun; buy for long-term rewards

    Albeit the rally, Wipro still trades at a discount to its best in class peers and could close the gap should the CEO walk the talk.

  • TCS – the promising bet on post pandemic technology upcycle Oct 08, 2020 08:37 AM IST

    TCS – the promising bet on post pandemic technology upcycle

    We would advise investors not to get blinded by the optically expensive valuation of TCS and focus on the emerging opportunity which could be a catalyst for valuation rerating

  • Why should investors hold on to Coforge despite the stupendous rally? Sep 28, 2020 09:27 AM IST

    Why should investors hold on to Coforge despite the stupendous rally?

    Existing investors should definitely hold on to their position and new investors should look for correction to quietly build a position in Coforge.

  • IRCTC - Will the train run with full throttle? Sep 14, 2020 11:17 AM IST

    IRCTC - Will the train run with full throttle?

    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

  • IndusInd Bank – stellar run since our last recommendation, can it do more? Jul 29, 2020 10:32 AM IST

    IndusInd Bank – stellar run since our last recommendation, can it do more?

    IndusInd Bank appears to be over the hump. The inexpensive valuation, therefore, merits attention.

  • Infosys: Stellar quarter, investors can capitalise on a catch-up rally Jul 16, 2020 09:27 AM IST

    Infosys: Stellar quarter, investors can capitalise on a catch-up rally

    Infosys certainly offers a good risk reward despite the rally as valuation catch-up with TCS could lead to sustenance of the positive momentum.

  • Why investors should shun Yes Bank’s FPO Jul 14, 2020 08:54 AM IST

    Why investors should shun Yes Bank’s FPO

    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 a must-own stock in the new normal, but rally tempers near-term excitement Jul 10, 2020 09:05 AM IST

    TCS a must-own stock in the new normal, but rally tempers near-term excitement

    TCS will emerge as a strong long-term survivor post the current tumult

  • Can Muthoot Finance continue to shine after the recent run-up? Jun 22, 2020 09:01 AM IST

    Can Muthoot Finance continue to shine after the recent run-up?

    In the troubled macro environment Muthoot Finance remains an island of relative safety,

  • Why a bad time is a good opportunity to buy a core portfolio stock May 14, 2020 08:37 AM IST

    Why a bad time is a good opportunity to buy a core portfolio stock

    No better time than the current crisis to add it for the long term.

  • Why HCL Tech is a good addition with a new normal around the corner May 08, 2020 09:16 AM IST

    Why HCL Tech is a good addition with a new normal around the corner

    We would advise investors to add HCL Tech on every market correction as the long-term proposition remains strong and the company is likely to be a winner in the post Covid-19 era of new normal.

  • Why investors should say no to Yes Bank May 07, 2020 08:38 AM IST

    Why investors should say no to Yes Bank

    The ride ahead is bumpy for Yes Bank and hence, best avoided especially since a lot of high quality peers are now available at a bargain in the ongoing correction.

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